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Simple root cause analysis template

Simple root cause analysis template

Utilize our simple root cause analysis template for a straightforward approach to identifying the core issues affecting your processes. This user-friendly tool is perfect for teams looking to quickly and effectively resolve problems without unnecessary complexity.

Use this template
or download pdf
Simple root cause analysis template

Utilize our simple root cause analysis template for a straightforward approach to identifying the core issues affecting your processes. This user-friendly tool is perfect for teams looking to quickly and effectively resolve problems without unnecessary complexity.

Use this template
or download pdf

About the Simple root cause analysis template

Using a simple root cause analysis template can significantly enhance your problem-solving process by providing a straightforward framework to identify the underlying causes of issues. This template serves you by simplifying complex problems, making it easier to focus on the core issues without getting lost in unnecessary details.

The primary purpose of a simple root cause analysis template is to streamline your workflow by offering a clear, step-by-step approach. This ensures that you can quickly address problems and implement effective solutions. You can use this template to improve your documentation process, ensuring you capture and organize all relevant information efficiently.

Additionally, this template helps you avoid common pitfalls, such as overlooking smaller contributing factors, by guiding you through a systematic analysis. Ultimately, a simple root cause analysis template empowers you to enhance your task management, leading to more effective and sustainable outcomes.

Key elements of a simple root cause analysis template

A simple root cause analysis template is designed to streamline your problem-solving process by focusing on essential components. This template helps you systematically identify and address the underlying causes of issues. Here are the main components that make up an effective simple root cause analysis template:

  • Problem statement: Clearly define the issue you need to address. This ensures that your analysis remains focused and relevant to the task at hand.
  • Data collection: Gather all necessary information and evidence. This provides a solid foundation for your analysis and is crucial for understanding the problem’s context.
  • Cause identification: Use tools like the 5 whys or fishbone diagrams to explore potential causes. This helps you move beyond surface-level symptoms and uncover the true root of the issue
  • Solutions section: Brainstorm and document possible corrective actions. This ensures you have a range of strategies to consider, allowing for effective resolution.

How to use a simple root cause analysis template

Using a simple root cause analysis template can be straightforward and highly effective when integrated into your workflow. To start, define the problem by clearly stating the issue you need to address. This step is crucial as it sets the focus for your entire analysis. 

Ensure that the problem statement is precise and easily understood by all team members, which helps in maintaining a unified approach. Next, collect data by gathering all relevant information and evidence related to the problem. This includes any documentation, reports, or observations that can help provide context. 

Accurate data collection is essential for understanding the scope of the issue and forms the foundation for your analysis. Make sure everyone involved has access to this data to ensure a comprehensive understanding.

Once data is collected, move on to identify causes using the template. Encourage team members to use tools like the 5 whys or fishbone diagrams to delve deeper into the issue. This collaborative approach helps uncover root causes you might possibly ignore. By involving different perspectives, you can ensure a more thorough analysis.

After identifying the causes, it’s time to develop solutions. Brainstorm possible corrective actions with your team and document them in the solutions section of the template. Consider a range of strategies to address the root causes identified, and prioritize actions based on feasibility and impact. This ensures that the solutions are practical and effective.

Finally, implement and review the chosen solutions. Assign responsibilities for implementing these actions and set timelines for completion. Regularly track progress and review the effectiveness of the actions taken. Use the template to document any adjustments needed, ensuring continuous improvement. 

Related categories

  • Operational excellence templates
  • General templates
  • Templates for business processes
Preview of the template
Problem Identification
What is the problem?
When did the problem occur?
Where did the problem occur?
Who detected the problem?
What is the impact of the problem?
Root Cause Analysis
What is the suspected root cause?
What evidence supports the suspected root cause?
Is the root cause confirmed?
Resolution Steps
What are the next steps to resolve the problem?
Who is responsible for the resolution?
What is the target completion date?
Has the problem been resolved?

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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

Root cause analysis: A comprehensive guide5 whys method: A practical guide for root cause analysisA3 lean explained: A guide to efficient problem-solving Ergonomics safety: Your essential guide to a thriving workplaceHow to write an incident report: Your complete guide
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Template collections

See comprehensive collections of best practice templates related to this topic.

14 free root cause analysis templates for effectiveness13 free quality audit checklists8 free Kaizen templates for continuous improvementTop 23 internal audit checklist to improve your process3 free A3 report templates for project management
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Check out how the Lumiform software can be utilized for related use cases.

Apply Lumiform's workflow automation platform to all use casesKaizen softwareRisk management software for anticipating and adressing safety risksCompliance audit softwareChecklist creator app
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Other resources

Explore all the additional resources we offer to assist you in mastering this topic.

5 why analysis template10 principles of operational excellenceWhat is process improvement?What is 5S?The three top change management models you should know

Frequently asked questions

How does a simple root cause analysis help in problem-solving?

A simple root cause analysis helps in problem-solving by providing a structured approach to identify the underlying causes of an issue. This method ensures that solutions address the root cause rather than just symptoms, leading to more effective and lasting resolutions.

Why is it important to define the problem clearly in root cause analysis?

Defining the problem clearly is crucial because it sets the focus for your analysis. A well-defined problem statement ensures that everyone involved understands the issue, which helps in maintaining a unified approach and avoiding misdirection during the analysis.

What tools can be used in a root cause analysis template?

Tools like the 5 whys and fishbone diagrams can be used in a root cause analysis template. These tools help you delve deeper into potential causes, facilitating a thorough investigation and enabling you to uncover the true root of the issue effectively.

Who benefits from using a simple root cause analysis template?

Managers, team leaders, and frontline staff benefit from using this simple analysis template. It provides a straightforward framework for tackling complex problems, ensuring consistent and effective problem-solving across teams, and enhancing overall workflow efficiency.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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