8d problem solving worksheet xls

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• What is 8D? A template for efficient pr ...

What is 8D? A template for efficient problem-solving

How you respond when problems arise is one of the most defining qualities of a manager. Luckily, there are tools you can use to master problem-solving. The 8D method of problem-solving combines teamwork and basic statistics to help you reach a logical solution and prevent new issues from arising.

You’ve spent months overseeing the development of your company's newest project. From initiation, planning, and execution, you’re confident this may be your best work yet.

Until the feedback starts rolling in.

There’s no sugar-coating it—things don’t always go as planned. But production or process issues are hardly a signal to throw in the towel. Instead, focus on honing your problem-solving skills to find a solution that keeps it from happening again. 

The 8D method of problem solving emphasizes the importance of teamwork to not only solve your process woes but prevent new ones from occurring. In this guide, we’ll break down what 8D is, how to use this methodology, and the benefits it can give to you and your team. Plus, get an 8D template to make solving your issue easier. 

What is 8D?

The eight disciplines (8D) method is a problem-solving approach that identifies, corrects, and eliminates recurring problems. By determining the root causes of a problem, managers can use this method to establish a permanent corrective action and prevent recurring issues. 

How do you use the 8D method?

The 8D method is a proven strategy for avoiding long-term damage from recurring problems. If you’re noticing issues in your workflow or processes, then it’s a good time to give this problem-solving method a try. 

To complete an 8D analysis, follow “the eight disciplines” to construct a statistical analysis of the problem and determine the best solution.

The eight disciplines of problem-solving

8D stands for the eight disciplines you will use to establish an 8D report. As you may notice, this outline starts with zero, which makes nine total disciplines. The “zero stage” was developed later as an initial planning stage. 

To illustrate these steps, imagine your organization experienced a decline in team innovation and productivity this past year. Your stakeholders have noticed and want to see changes implemented within the next six months. Below, we’ll use the 8D process to uncover a morale-boosting solution.

D0: Prepare and plan

Before starting the problem-solving process, evaluate the problem you want to solve. Understanding the background of the problem will help you identify the root cause in later steps. 

Collect information about how the problem has affected a process or product and what the most severe consequences may be. Planning can include:

Gathering data

Determining the prerequisites for solving the problem

Collecting feedback from others involved

If we look back at our example, you may want to figure out whether this decline in morale is organization-wide or only applies to a few departments. Consider interviewing a few employees from different departments and levels of management to gain some perspective. Next, determine what knowledge and skills you will need to solve this lapse in productivity. 

D1: Form your team

Create a cross-functional team made up of people who have knowledge of the various products and workflows involved. These team members should have the skills needed to solve the problem and put corrective actions in place. 

Steps in this discipline may include:

Appointing a team leader

Developing and implementing team guidelines

Determining team goals and priorities

Assigning individual roles

Arranging team-building activities

From our example, a solid team would consist of people with first-hand experience with the issues—like representatives from all departments and key people close to workshop-level work. You may also want to pull someone in from your HR department to help design and implement a solution. Most importantly, make sure the people you choose want to be involved and contribute to the solution.

D2: Identify the problem

You may have a good understanding of your problem by now, but this phase aims to break it down into clear and quantifiable terms by identifying the five W’s a and two H’s (5W2H):

Who first reported the problem?

What is the problem about?

When did it occur and how often?

Where did it occur (relating to the sector, supplier, machine, or production line involved)?

Why is solving the problem important?

How was the problem first detected?

How many parts/units/customers are affected?

Use your team’s insights to answer these questions. From our example, your team may conclude that: 

Employees feel overwhelmed with their current workload. 

There is no real structure or opportunity to share new ideas.

Managers have had no training for meetings or innovation settings.

Disgruntled employees know they can achieve more—and want to achieve more—even if they seem disengaged.

Once you answer these questions, record an official problem statement to describe the issue. If possible, include photos, videos, and diagrams to ensure all parties have a clear understanding of the problem. It may also help to create a flowchart of the process that includes various steps related to the problem description.

D3: Develop an interim containment plan

Much like we can expect speedy first aid after an accident, your team should take immediate actions to ensure you contain the problem—especially if the problem is related to customer safety. 

An interim containment plan will provide a temporary solution to isolate the problem from customers and clients while your team works to develop a permanent corrective action. This band-aid will help keep your customers informed and safe—and your reputation intact.

Because your findings revealed workers were overworked and managers lacked training, your team suggests scheduling a few mandatory training sessions for leaders of each department covering time and stress management and combating burnout . You may also want to have a presentation outlining the topics of this training to get key managers and stakeholders interested and primed for positive upcoming changes. 

D4: Verify root causes and escape points

Refer back to your findings and consult with your team about how the problem may have occurred. The root cause analysis involves mapping each potential root cause against the problem statement and its related test data. Make sure to test all potential causes—fuzzy brainstorming and sloppy analyses may cause you to overlook vital information. 

In our example, focus on the “why” portion of the 5W2H. You and your team identify six root causes:

Managers have never had any training

There is a lack of trust and psychological safety

Employees don’t understand the objectives and goals

Communication is poor

Time management is poor

Employees lack confidence

In addition to identifying the root causes, try to pinpoint where you first detected the problem in the process, and why it went unnoticed. This is called the escape point, and there may be more than one. 

D5: Choose permanent corrective actions

Work with your team to determine the most likely solution to remove the root cause of the problem and address the issues with the escape points. Quantitatively confirm that the selected permanent corrective action(s) (PCA) will resolve the problem for the customer. 

Steps to choosing a PCA may include:

Determining if you require further expertise

Ensuring the 5W2Hs are defined correctly

Carrying out a decision analysis and risk assessment

Considering alternative measures

Collecting evidence to prove the PCA will be effective

Your team decides to roll out the training used in the interim plan to all employees, with monthly company-wide workshops on improving well-being. You also plan to implement meetings, innovation sessions, and team-coaching training for managers. Lastly, you suggest adopting software to improve communication and collaboration. 

D6: Implement your corrective actions

Once all parties have agreed on a solution, the next step is to create an action plan to remove the root causes and escape points. Once the solution is in effect, you can remove your interim containment actions.

After seeing success with the training in the interim phase, your stakeholders approve all of your team’s proposed PCAs. Your representative from HR also plans to implement periodic employee wellness checks to track employee morale .

To ensure your corrective action was a success, monitor the results, customer, or employee feedback over a long period of time and take note of any negative effects. Setting up “controls” like employee wellness checks will help you validate whether your solution is working or more needs to be done. 

D7: Take preventive measures

One of the main benefits of using the 8D method is the improved ability to identify necessary systematic changes to prevent future issues from occurring. Look for ways to improve your management systems, operating methods, and procedures to not only eliminate your current problem, but stop similar problems from developing later on.

Based on our example, the training your team suggested is now adopted in the new manager onboarding curriculum. Every manager now has a “meeting system” that all meetings must be guided by, and workloads and projects are managed as a team within your new collaboration software . Innovation is improving, and morale is at an all-time high!

D8: Celebrate with your team

The 8D method of problem-solving is impossible to accomplish without dedicated team members and first-class collaboration. Once notes, lessons, research, and test data are documented and saved, congratulate your teammates on a job well done! Make an effort to recognize each individual for their contribution to uncovering a successful solution.

8D report template and example

Check out our 8D report template below to help you record your findings as you navigate through the eight disciplines of problem solving. This is a formal report that can be used as a means of communication within companies, which makes for transparent problem-solving that you can apply to the entire production or process chain.

Benefits of using the 8D method

The 8D method is one of the most popular problem-solving strategies for good reason. Its strength lies in teamwork and fact-based analyses to create a culture of continuous improvement —making it one of the most effective tools for quality managers. The benefits of using the 8D method include: 

Improved team-oriented problem-solving skills rather than relying on an individual to provide a solution

Increased familiarity with a problem-solving structure

A better understanding of how to use basic statistical tools for problem-solving

Open and honest communication in problem-solving discussions

Prevent future problems from occurring by identifying system weaknesses and solutions

Improved effectiveness and efficiency at problem-solving

Better collaboration = better problem solving

No matter how good a manager you are, production and process issues are inevitable. It’s how you solve them that separates the good from the great. The 8D method of problem solving allows you to not only solve the problem at hand but improve team collaboration, improve processes, and prevent future issues from arising. 

Try Asana’s project management tool to break communication barriers and keep your team on track.

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• 8D Problem Solving Template

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8D Problem Solving Excel Template

8D Problem solving does not need to be an unstructured problem-solving processes with our 8D Problem Solving Excel Template. This template is designed to streamline your problem-solving journey by providing a structured and systematic approach. With a clear to follow and customizable fields, you can easily track your problem-solving progress and store important information.

Download now and experience a hassle-free problem-solving process that saves you time and effort. Best of all, it’s completely free to download!

Learn More about 8D Problem solving

Requirements

Training information.

Here are some of the key features of the 8D Problem Solving Excel Template:

Structured 8D approach: Follows the standard 8D (Eight Discipline) problem-solving methodology for effective and efficient problem resolution.

Customizable Sections: Allows you to tailor the template to fit your specific needs and requirements.

User-friendly Design : Easy-to-use interface with clear and concise information flow.

Problem tracking: Keep track of the progress made in solving a problem and monitor its status.

Evidence collection: Store and organize relevant information, such as root cause analysis, corrective actions, and verification results.

Time-saving: Automates completion of fields from previous sheets so the problem-solving process and saves you time and effort compared to manual methods.

Completely free: This template is completely free to download and use, providing a cost-effective solution for your problem-solving needs.

This template works on any recent Microsoft Excel software, including Office 365.

No Information

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Home » Lean Six Sigma Templates » 8D Report Template Excel

Need an 8D Template for Team-Oriented Problem Solving (TOPS)?

Qi macros add-in has the ready-made 8d excel template you want.

To create an 8D Report:

• Use Find Tools to locate the "8D" template
• Enter your data into the template.

Why 8D Matters: Structured Problem Solving Delivers Thorough Solutions

The 8D is deceptively simple. It's a sequence of boxes in a template. It helps people structure their problem solving:

8D template in QI Macros add-in for Excel

8 Disciplines (8D) for team-oriented problem solving and its structure create a logical improvement "story". While made popular by Ford, the 8D has its roots in MIL-STD-1520. 8D's power lies in a consistent way of identifying problem and solution, and it's ability to create organizational learning. The 8D and  Toyota's A3 report  serve the same purpose: structured problem solving.

8D Template Steps

• Establish the Team
• State the Problem-Who, What, When, Where, Why, How Much
• Containment Plan
• Root Cause Analysis (RCA) using fishbone or Love Bug Diagram
• Permanent Corrective Actions (PCAs)
• Implement Corrective Actions
• Prevent Recurrence
• Honor the Team

Love Bug Diagram

The 8D template uses a version of the "Love Bug" diagram to analyze cause-and-effect:

The 8D template is one of many tools included in QI Macros add-in for Excel.

QI Macros adds a new tab to Excel's menu, making it easy to find any tool you need. If you can't locate a tool, use the find tools feature on the far right side of QI Macros menu.

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8D Report Template

8D form for 8D Problem Solving

Corrective Action Plan using 8 disciplines

to systematically focus your team's problem solving skills

8d Template for Problem Solving

Your 8D form (8D.xlsx) provides a systematic way for a team to resolve an issue that has uncertain root causes

in a way that ensures that root causes have been identified and verified

and that both interim and permanent corrective actions are validated for effectiveness and instituted in a way that prevents a similar situation from ever recurring or escaping again.

When is 8D the right problem solving process?

The 8 D methodology is appropriate in situations where the root cause is uncertain.

If concerns center primarily on decision making or problem prevention, then you are better off using a simple Supplier Corrective Action Request or other problem-solving techniques

Compare problem solving methods

Step 1) Become familiar with your

There are 3 sheets in your Excel template.

8d form 1) the primary 8D Report

The primary Corrective Action Plan template serves as a summary for:

• Header information
• Release and approval status
• Each of the 8 steps

8 disciplines of problem solving

• Establish the team
• Define the problem
• Implement & verify Interim Containment Action(s)
• Determine root cause(s)
• Identify & verify proposed Permanent Corrective Action(s)
• Implement & validate Permanent Corrective Action(s)
• Prevent recurrence
• Congratulate the team

8d form 2) Problem Analysis

All problem solving strategies are useless if the presenting problem is not clearly defined, and the ultimate root causes are not systematically revealed.

Those are the purposes of the second worksheet to apply very thorough and systematic problem solving methods — without cluttering up the the clean looking primary 8d report.

What, where, when, and how big IS the problem? And (equally importantly) IS NOT the problem?

What's different? What might be causes of those differences? What might be the root causes? How can those theories be verified to ensure that these truly are the root causes?

Your 8d template also provides easy ways to Insert Sheet or Link to related documents — like approval form , root cause analysis , brainstorming template , Is Is Not Analysis , Pareto chart , or standard work .

8d form 3) Action List

Problem solving techniques often restrict the user to one fixed approach for every situation — forcing the user to fill in fields that may not make sense for the current type of creative problem solving situation.

While some of this is unavoidable, the Systems2win 8d report is intentionally designed to provide more flexibility than any problem solving system you have probably seen.

One key to this flexibility is the separation of the summary 8d form from the Action List — avoiding the common mistake of commingling the 2 concepts in insipid ways that seem to make sense at first, and then tangle the user's thoughts when approaching a different type of problem — for example, trying to resolve an internal corrective action while using a form designed for supplier corrective action.

Like every Systems2win template — you can use everything you already know about Excel to personalize your template to be exactly the way YOU need it for THIS problem.

The 8D Process

How to use your 8d problem solving form, find and open your 8d template.

Find and open your 8D Report template

in the same way that you find and open your other 150+ Systems2win templates.

Save your working document

following the usual document storage and naming conventions established by your leaders

Open a Blank Sheet

When you're ready to start doing your own real work...

click the button to 'Open a Blank Sheet'

Excel Ribbon > Systems2win tab > Open a Blank Sheet

This blank sheet is where you will do your real work

( not on the Sample sheet — which gives you sample data that is extremely helpful for learning how to use your new tool, but is the wrong place to do your real work)

Rename your new sheet.

If English is not your preferred language

Switch to your language , just like every Systems2win Excel template.

Now your team is ready to start using your

8D template for problem solving

Follow the Steps on the Action Sheet

Follow the steps on the Action sheet.

Allow time to think

Distribute to unlimited users

Using the button to ‘Generate a Working Document'

The 8D template that has a special button called Generate a Working Document .

Click that button to generate a fully functional working document that can be used in ANY version of Excel

including Macintosh, tablets, etc.

and can be used even by users that do not own a license for Systems2win (perhaps your suppliers)

See full details of License Agreement

Another way to publish ANY of your 150+ Systems2win templates to make available to unlimited users that don't own Systems2win is to follow our online training for how to use free PDF writing software .

Most of our customers find it best to 'Generate a Working Document' (in Excel format).

Team Roles for creative 8D problem solving

When you make your list of team members on the 8D sheet, those names automatically appear in the dropdown lists in the Action sheet.

The 2 roles that are common to every team are:

• Team Leader — Responsible for leading the team (and usually authoring the 8d report)
• Champion — Manager or Executive that has ultimate responsibility for resolving this issue

The Relationship between 8D and FMEA

"An FMEA is an 8D waiting to happen"

Learn more about FMEA

Suggested Reading and Resources for your

8D Problem Solving Form

• 8D Problem Solving Process, by Martha Begley Schade
• The 8 Disciplines Problem Solving Method, by Michael Carter

Is it your job to put out fires? or to prevent them?

This 8D template comes with many other useful Problem Solving Tools and Lean Six Sigma Excel templates

to empower every team member to improve every process

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8D Report Template

Looking to create an 8D report to help you communicate your findings during the problem-solving process? Our 8D worksheet provides a means of communication within companies to allow for transparent problem-solving which you can apply to the entire production or process chain. 

Use our 8D template to help you navigate through the eight disciplines, and provide a structure for clear and concise collaboration between team members. 

Download our free 8D template and discover how you can use it to improve

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Free Lean Six Sigma Templates

By Kate Eby | June 12, 2017

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Lean Six Sigma combines two methods that streamline business processes in order to reduce waste, improve quality, and increase efficiency and product value. Both approaches originated in the manufacturing industry - Lean by Toyota and Six Sigma by Motorola - but today they are used to improve many processes within an organization, from customer support to administration.    The templates provided here are suitable for Yellow, Green, and Black Belts. You’ll find Six Sigma project templates designed to support the different phases of an improvement process, all of which are free to download. Simply click on the link to download and open a template file, and customize it to suit your needs.

Six Sigma Tools

Six Sigma is a quality measurement that represents 3.4 Defects Per Million Opportunities. That’s a lofty goal for many business processes, but you can use Six Sigma methods to improve quality and performance in varying degrees based on the needs and objectives of a business or project. Six Sigma tools range from statistical charts, illustrative diagrams, and data collection methods to project management and process analyzation worksheets. These tools may not be exclusive to Six Sigma, but they can be applied in specific ways to focus on process improvement. The tools required depend on the project requirements and team roles. Depending on one’s training and experience, a Six Sigma professional may be involved in improvement initiatives at the White, Yellow, Green, or Black Belt level. White Belts generally have supporting roles, while Yellow Belts act as team members, Green Belts collect and analyze data, and Black Belts serve as project leaders.    In the following sections, you’ll find a number of free, downloadable templates that you can use as Six Sigma tools.

Project Management Guide

Your one-stop shop for everything project management

Ready to get more out of your project management efforts? Visit our comprehensive project management guide for tips, best practices, and free resources to manage your work more effectively.

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Project Charter Template

This Six Sigma Excel template is designed to help you create a project charter that will serve as an agreement between management and your team. A project charter provides an overview of a project including team roles and responsibilities, financial information, goals, and constraints. Creating a detailed project charter will help define your project and its expected outcome, and provide a high-level roadmap to follow.  

Download Project Charter Template

Excel | Word | Smartsheet

Implementation Plan Template

It’s important to refer to previous research and planning to help create an effective action plan. Once you know what actions to take, this implementation plan template helps you organize them by priority, assign ownership, track progress, and update the plan as needed. This is an important Six Sigma tool for taking concrete actions toward achieving measurable objectives.

Download Implementation Plan Template

Excel | Smartsheet

Stakeholder Analysis Template

You can use this template to identify and analyze stakeholders in order to enlist support for a project. The template allows you to closely examine important factors such as issues that may be influencing stakeholders, their vested interest in a project, or the level of influence and support. Understanding the views and expectations of stakeholders can help you anticipate and address issues in advance and move your project toward success.

Download Stakeholder Analysis Template

SWOT Analysis Template

Use this SWOT analysis template for strategic planning and to create dynamic PowerPoint presentations. List the strengths, weaknesses, opportunities, and threats related to an idea, process, or organization, and use this information for strategic analysis. Easily add this PowerPoint slide to any presentation for visual communication with project team members or other stakeholders.  

Download SWOT Analysis Template - PPT

PPT | Smartsheet

Fishbone Diagram Template

A fishbone diagram, also known as a cause and effect diagram or Ishikawa diagram, helps  teams brainstorm the causes of a certain event. Use this Six Sigma tool along with the 5 Whys template to determine root causes. One of the benefits of using a fishbone diagram is the visual layout, which makes it easy to compile and view information, and see the relationships between different elements. 

‌ Download Fishbone Diagram Template - Excel

A3 Template

A3 is an approach to problem solving that grew out of Lean Manufacturing at Toyota. The A3 report condenses project information onto a single page in an easy-to-read, graphical format. This A3 template provides sections for describing background information, current conditions, root cause analysis, target conditions, implementation plan, and follow-up.

‌ Download A3 Template - Excel

5 Whys Template

A 5 Whys worksheet can help you undertake a root cause analysis to determine the sources of defects or performance issues. After defining the problem, you ask five questions to drill down into why the problem is happening, and track the issue back to its root cause. The final step is to determine what action you should take to eliminate that root cause.

Download 5 Whys Template

 Excel  |  Word | PDF   

Project Prioritization Analysis

This template can help you prioritize and select projects based on various factors, such as likeliness to succeed, cost, and how critical a project is to business processes. Once you collect your data, you can also use a Pareto chart to get a visual representation of the results. This Six Sigma project template is a simple tool that can have a big impact on decision making.

‌ Download Project Prioritization Analysis - Excel

SIPOC Diagram Template

SIPOC stands for Suppliers, Inputs, Process, Outputs, and Customers. A SIPOC diagram provides a high-level, visual overview of a business process, which is helpful for identifying and summarizing all of the elements in a process improvement project from start to finish. This Excel template provides five columns to create a simple, easy-to-read diagram. 

‌ Download SIPOC Diagram Template - Excel

Communication Plan Template

A communication plan outlines how and when you will communicate a project to stakeholders. Effective messaging is important for securing buy-in as well as ensuring continued support for the duration of a project. Consistent reporting on project progress and milestones can help keep stakeholders informed and engaged.

Download Communication Plan Template

  Excel | PDF

Voice of Customer (VOC) Six Sigma Template

Use this VOC template to gather information about customer expectations and needs. Gaining insight into customer requirements can inform your improvement process and help ensure a successful end product. This template is designed to help you document the voice of the customer and translate those messages into measurable requirements.

‌ Download Voice of Customer (VOC) Template - Excel

Data Collection Plan Template

During the “measure” phase of DMAIC, you can use a data collection plan template as a framework for describing what type of data to collect, how to gather it, when, and by whom. This spreadsheet template provides columns for entering data sources and locations, operational definitions, what statistical tools to use, and more. You can also edit the template to include any additional information that is relevant for your project.

‌ Download Data Collection Plan Template - Excel

FMEA Template

A Failure Modes and Effects Analysis (FMEA) seeks to prevent possible failures in a design or process. This FMEA template is designed to help you follow a systematic approach to identifying, understanding, and preventing failures. The template includes a section for recording what actions were taken to address each issue, as well as the completion date.

‌ Download FMEA Template - Excel

Control Plan Template

During the “control” phase, an effective plan serves as a guide for monitoring process and sustaining improvements. In this simple spreadsheet template, you can document process control activities to help ensure that quality standards continue to be met. Customize the template as needed to create a control plan for your specific project.

‌ Download Control Plan Template - Excel

Cause and Effect Matrix

A cause and effect matrix allows you to evaluate and quantify the relationships between process inputs and outputs. Use the matrix to prioritize process inputs based on the level of impact each one has on outputs. Once you collect your data in the matrix, you can also represent the results in a Pareto chart.

‌ Download Cause and Effect Matrix - Excel

Pareto Chart Template

Use this template to perform a Pareto analysis of your data to determine the frequency of problems or defects occurring in a process. The template provides a typical Pareto diagram, with a bar chart representing whatever issues you want to analyze, and a line graph showing the cumulative percentage of occurrences.

‌ Download Pareto Chart Template - Excel

Tree Diagram Template

A tree diagram breaks down a central concept, issue, or activity into increasingly smaller components. In Six Sigma, tree diagrams are used for determining root causes, brainstorming ideas related to a central topic, understanding a process from top to bottom, and approaching issues systematically. This is a useful tool for teams at many levels.

‌ Download Tree Diagram Template - Excel

8D Report Template

This template guides you through the 8D (eight disciplines) approach to problem solving and process improvement. The 8D report includes separate sections for each step, from describing the problem and root causes to identifying corrective actions and ways to prevent reoccurrence. This is a systematic way to help organizations attain their Lean Six Sigma goals.

‌ Download 8D Report Template - Excel

Six Sigma Process Map Template

Create a process flow diagram using flowchart symbols to show each step in a Six Sigma process. This provides a visual representation of process flow with a map that is easy to understand and modify. As a Six SIgma tool, you can use this template for analyzing and revising a process, and as a communication tool for stakeholders.

‌ Download Six Sigma Process Map Template - Excel

Check Sheet with Histogram Template

This template combines a weekly check sheet with a histogram for a graphical representation of defects or issues occurring over time. Enter your data on the check sheet, and the template will automatically create the histogram for your analysis. You can also print the check sheet to collect data by hand.

‌ Download Check Sheet with Histogram Template - Excel

Force Field Analysis Template

A force field analysis helps determine what factors are driving or inhibiting efforts to reach a goal. Identifying these forces and rating the strength of each can provide insight on how to maximize the driving forces and reduce inhibiting forces. On the template, list the desired change along with acting forces, then use your analysis to create an action plan.

Download Force Field Analysis Template

  Word  | PDF

How Lean and Six Sigma Work Together

While both Lean and Six Sigma aim to reduce waste, they are distinct methodologies. Six Sigma focuses on reducing defects by limiting variation within a process, while Lean removes unnecessary steps for a more efficient process. Combining these two methodologies can improve business performance by emphasizing both quality improvement and profitability. Learn more about Lean Six Sigma by reading Everything You Need to Know About Lean Six Sigma .   The acronym “DMAIC” represents a key aspect of Lean Six Sigma. DMAIC stands for the five phases of an improvement cycle: Define, Measure, Analyze, Improve, Control. You can use these steps as a roadmap for resolving issues with a Six Sigma approach:  

• Define the project goals or problem to be addressed, internal and external customer requirements, and project boundaries.
• Measure the current performance of the process and describe the process in quantifiable terms.
• Analyze the process and identify the root causes of defects and sources of variation.
• Improve performance by resolving the root causes of issues and eliminating defects.
• Control future process performance by maintaining improvements.

  Another version of this process is DMADV (Define, Measure, Analyze, Design, and Verify). The DMADV framework is typically applied to new products or services, rather than improving an existing process, or when an existing process has been improved but is not meeting a Six Sigma level. The process is similar to DMAIC but focuses on product or process design and how to implement that design effectively.

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8D Methodology | Problem Solving Method | Example | Excel

What is 8D Methodology?

Eight Disciplines of Problem Solving:

• Establish the team
• Describe the problem
• Develop interim containment actions
• Define and verify root cause & escape points
• Choose and verify permanent corrective actions
• Implement and validate permanent corrective actions
• System prevention actions to prevent a recurrence
• Recognize team contributions

8D Problem Solving Example:

D1: establish the team:.

D2: Describe the Problem:

D3: develop interim containment actions, d4: define and verify root cause & escape points:, d5: choose and verify permanent corrective actions.

• Elimination
• Replacement
• Facilitation

D6: Implement and Validate Permanent Corrective Actions

D7: system prevention action to prevent recurrence, d8: recognize team contributions, related posts, 14 comments.

Very detailed explanation on 8D. Thanks

You are most welcome!!!

Hi, clear and detailed explanation. Thanks for that.Just want to know how to download the excel template. Could you pl support

Thank you for your kind words. The download link is mentioned into this article itself so you can easily download from it.

How to download all this topic

Some of the topics are available for download for other we are working on that and the download link is available inside the article.

Great website! Thank you for sharing your knowledge. This is a great learning source

Thank you very much for your kind words!!!

Very useful

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How to create an 8D report Template in Microsoft Excel

Here at Sanzubusinesstraining.com we love tools that help us solve business problems ( if you’re the same you might like to take a look at our Problem Solving guide that includes further tools like   A3 Problem Solving Template or our Kaizen Card Template )

We believe that if you choose to follow a standard process for resolving problems the battle is already half won, I’ve lost count of the businesses I’ve seen who approach this sort of thing ad-hoc with each problem being targeted with a unique process/perspective with ahem….varying results.

So, standard methodology/consistency wins every time, especially where the audience is one that is multi-disciplined (i.e. consists of Engineers, manufacturing team, Quality, Supply-chain for example).

In previous posts we’ve covered Problem Solving Tools  like the A3 report, another tool that’s commonly used to solve business problems is the 8d report.

While it’s often called an 8d report, 8d is, in fact, a methodology. There is an 8d process where the report (the 8d report) is the output.

When your business faces problems with its products (either finding this out yourselves or being informed by your customer) the 8D method provides an invaluable starting point in driving improvement in Quality

What makes a good problem-solving tool

One of the challenges for selecting problem-solving tools is what exactly do you look for? In Lean the best tools for problem-solving tend to have the following attributes:

* They facilitate team-work to solve problems and help create an open dialogue between those participating. * They have a structure (a regimented process to follow) * They use data and facts and root cause analysis to drive the process rather than supposition and guesswork. * They make problem-solving (and remedy) as efficient as possible * They support better selection and implementation of the final corrective action. * They help with building an archive/database of problems coupled with the corrective action (i.e. they make a great learning archive).

The 8d method builds on all of these and is an excellent yet simple tool to deploy.

What is an 8D report

As we described above, the 8D Report is a problem-solving tool, that follows a series of pre-defined steps, that can be used as part of a continuous improvement methodology.

The business that’s utilizing the tool usually has someone (typically a quality engineer) familiar with the tool that can coach the other members of the team in its deployment.

Like many lean tools the 8d originated in industry, this one within automotive but as with many of the other lean tools it can readily be deployed in most businesses.

The 8D tool is often used to identify and remedy recurring problems, and is especially useful in an environment where there are “products” and an environment that has established processes.

As with most lean tools the “products” don’t necessarily have to be those within a manufacturing environment (although the tool excels in these, anywhere where there are processes that result in some form of output will benefit from an approach like 8d.

The other thing to recognize with 8d is that it doesn’t look to solve the issue temporarily rather than the method targets a permanent corrective action (eradicating the issue).

As with the best lean tools 8d uses a combination of statistical evidence and root cause analysis, and anyone familiar with that approach should be able to utilize the 8d method fairly quickly.

As described above the 8d tool follows a series of steps in order to work –

The 8D are:

1/ Establish a team 2/ Define the problem statement 3/ Define interim containment actions 4/ Undertake root cause analysis 5/ Define the corrective actions 6/ Implement the corrective actions 7/ Implement preventative actions (so it doesn’t happen again, typically this is closing the loop updating processes, FMEA etc) 8/ Close the project and congratulate the team

Using a step-based approach has a number of benefits

1. It facilitates a team approach where the whole team is aware of the process and their role in it. Problems are rarely solved by individuals and usually require a cross-functional team. By having a structured methodology this team has a process to follow with a designated output.

2. It can be deployed rapidly, indeed 8d has much in common with the Analyze, countermeasure, root-cause, fix approach that is similar to many lean tools.

As with any problem-solving project, the chance of success is greatly enhanced if you prepare first, jumping straight in without knowing the facts is likely to result in reduced success.

Ok so let’s look at how we produce an 8d report in Excel.

Creating an 8D report template in excel

As a template to create this is a fairly easy one, there are no calculated fields, so it’s just a matter of devising the report and formatting it.

You can see the 8D template below:

Let’s cover each section – I’ll include screen-shots showing the columns/rows so you can copy and create your own.

This reports been formatted to be able to be printed on one side of A4. To assist with this I’ve had to think about how the report is structured, place each “D” on top of each other produced a report that was too long if printed on one piece of paper so I’ve found by placing two “D’s” next to each other, you still have enough space to capture what’s required while producing a printer friendly report.

Header The header of the 8D is used to capture background information (for example the date the 8D was raised, some generic information around the issue

Section a) – Team Members & Probelm statement

Fairly rudimentary use of columns to capture the team members, you could expand on it to include contact details if required.

The Problem statement is just a group of cells that’s been merged in order to capture free text description of the problem.

Section b) – Interim containment actions & Root Cause Analysis

This section captures interim actions via a table (I’ve included spaces for 10 actions but again you could expand as required).

For the root cause analysis out of personal choice I’ve used a table to capture the 5 Why (together with a notes block at the bottom of the section). I like 5 why as a process, but you could use a decision tree or other if required in this space.

Section c) Corrective Action(s) & Implementation

For the corrective actions, I’ve used a merged cell for free text entry.

For the implementation, I’ve used a table with 10 lines to capture the implementation steps.

Section d) Preventative actions & Project Closure / Team recognition

For the 7D Preventative actions, I’ve used a mix of a table to capture actions and a checklist of things to do. In the checklist I’ve included things like an FMEA, procedure update etc, this is personal preference but I like the use of a tick box here as it ensures the user follows some sort of process to go an update documentation or other following the “fix” being implemented.

For the project closure section, I’ve used merged cells to create a text box for free text entry.

So there’s our example 8D report – got some comments or ideas? Use the feedback section below – we’d love to hear from you.

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Eight Disciplines of Problem Solving (8D)

– Eight Disciplines of Problem Solving –

⇓   Introduction to 8D

⇓   What is 8D

⇓   Why Apply 8D

⇓   When to Apply 8D

⇓   How to Apply 8D

Introduction to Eight Disciplines of Problem Solving (8D)

The Eight Disciplines of Problem Solving (8D) is a problem solving methodology designed to find the root cause of a problem, devise a short-term fix and implement a long-term solution to prevent recurring problems. When it’s clear that your product is defective or isn’t satisfying your customers, an 8D is an excellent first step to improving Quality and Reliability.

Ford Motor Company developed this problem solving methodology, then known as Team Oriented Problem Solving (TOPS), in the 1980s. The early usage of 8D proved so effective that it was adopted by Ford as the primary method of documenting problem solving efforts, and the company continues to use 8D today.

8D has become very popular among manufacturers because it is effective and reasonably easy to teach. Below you’ll find the benefits of an 8D, when it is appropriate to perform and how it is performed.

What is Eight Disciplines of Problem Solving (8D)

The 8D problem solving process is a detailed, team oriented approach to solving critical problems in the production process. The goals of this method are to find the root cause of a problem, develop containment actions to protect customers and take corrective action to prevent similar problems in the future.

The strength of the 8D process lies in its structure, discipline and methodology. 8D uses a composite methodology, utilizing best practices from various existing approaches. It is a problem solving method that drives systemic change, improving an entire process in order to avoid not only the problem at hand but also other issues that may stem from a systemic failure.

8D has grown to be one of the most popular problem solving methodologies used for Manufacturing, Assembly and Services around the globe. Read on to learn about the reasons why the Eight Disciplines of Problem Solving may be a good fit for your company.

Why Apply Eight Disciplines of Problem Solving (8D)

The 8D methodology is so popular in part because it offers your engineering team a consistent, easy-to-learn and thorough approach to solving whatever problems might arise at various stages in your production process. When properly applied, you can expect the following benefits:

• Improved team oriented problem solving skills rather than reliance on the individual
• Increased familiarity with a structure for problem solving
• Creation and expansion of a database of past failures and lessons learned to prevent problems in the future
• Better understanding of how to use basic statistical tools required for problem solving
• Improved effectiveness and efficiency at problem solving
• A practical understanding of Root Cause Analysis (RCA)
• Problem solving effort may be adopted into the processes and methods of the organization
• Improved skills for implementing corrective action
• Better ability to identify necessary systemic changes and subsequent inputs for change
• More candid and open communication in problem solving discussion, increasing effectiveness
• An improvement in management’s understanding of problems and problem resolution

8D was created to represent the best practices in problem solving. When performed correctly, this methodology not only improves the Quality and Reliability of your products but also prepares your engineering team for future problems.

When to Apply Eight Disciplines of Problem Solving (8D)

The 8D problem solving process is typically required when:

• Safety or Regulatory issues has been discovered
• Customer complaints are received
• Warranty Concerns have indicated greater-than-expected failure rates
• Internal rejects, waste, scrap, poor performance or test failures are present at unacceptable levels

How to Apply Eight Disciplines of Problem Solving (8D)

The 8D process alternates inductive and deductive problem solving tools to relentlessly move forward toward a solution. The Quality-One approach uses a core team of three individuals for inductive activities with data driven tools and then a larger Subject Matter Expert (SME) group for the deductive activities through brainstorming, data-gathering and experimentation.

D0: Prepare and Plan for the 8D

Proper planning will always translate to a better start. Thus, before 8D analysis begins, it is always a good idea to ask an expert first for their impressions. After receiving feedback, the following criterion should be applied prior to forming a team:

Collect information on the symptoms

Use a Symptoms Checklist to ask the correct questions

Identify the need for an Emergency Response Action (ERA), which protects the customer from further exposure to the undesired symptoms

D1: Form a Team

A Cross Functional Team (CFT) is made up of members from many disciplines. Quality-One takes this principle one step further by having two levels of CFT:

• The Core Team Structure should involve three people on the respective subjects: product, process and data
• Additional Subject Matter Experts are brought in at various times to assist with brainstorming, data collection and analysis

Teams require proper preparation. Setting the ground rules is paramount. Implementation of disciplines like checklists, forms and techniques will ensure steady progress.  8D must always have two key members: a Leader and a Champion / Sponsor:

• The Leader is the person who knows the 8D process and can lead the team through it (although not always the most knowledgeable about the problem being studied)
• The Champion or Sponsor is the one person who can affect change by agreeing with the findings and can provide final approval on such changes

D2: Describe the Problem

The 8D method’s initial focus is to properly describe the problem utilizing the known data and placing it into specific categories for future comparisons. The “Is” data supports the facts whereas the “Is Not” data does not. As the “Is Not” data is collected, many possible reasons for failure are able to be eliminated. This approach utilizes the following tools:

• Problem Statement
• Affinity Diagram (Deductive tool)
• Fishbone/Ishikawa Diagram (Deductive tool)
• Problem Description

D3: Interim Containment Action

In the interim, before the permanent corrective action has been determined, an action to protect the customer can be taken. The Interim Containment Action (ICA) is temporary and is typically removed after the Permanent Correct Action (PCA) is taken.

• Verification of effectiveness of the ICA is always recommended to prevent any additional customer dissatisfaction calls

D4: Root Cause Analysis (RCA) and Escape Point

The root cause must be identified to take permanent action to eliminate it. The root cause definition requires that it can be turned on or off, at will. Activities in D4 include:

• Comparative Analysis listing differences and changes between “Is” and “Is Not”
• Development of Root Cause Theories based on remaining items
• Verification of the Root Cause through data collection
• Review Process Flow Diagram for location of the root cause
• Determine Escape Point, which is the closest point in the process where the root cause could have been found but was not

D5: Permanent Corrective Action (PCA)

The PCA is directed toward the root cause and removes / changes the conditions of the product or process that was responsible for the problem. Activities in D5 include:

• Establish the Acceptance Criteria which include Mandatory Requirements and Wants
• Perform a Risk Assessment /  Failure Mode and Effects Analysis (FMEA) on the PCA choices
• Based on risk assessment, make a balanced choice for PCA
• Select control-point improvement for the Escape Point
• Verification of Effectiveness for both the PCA and the Escape Point are required

D6: Implement and Validate the Permanent Corrective Action

To successfully implement a permanent change, proper planning is essential. A project plan should encompass: communication, steps to complete, measurement of success and lessons learned. Activities in D6 include:

• Develop Project Plan for Implementation
• Communicate the plan to all stakeholders
• Validation of improvements using measurement

D7: Prevent Recurrence

D7 affords the opportunity to preserve and share the knowledge, preventing problems on similar products, processes, locations or families. Updating documents and procedures / work instructions are expected at this step to improve future use. Activities in D7 include:

• Review Similar Products and Processes for problem prevention
• Develop / Update Procedures and Work Instructions for Systems Prevention
• Capture Standard Work / Practice and reuse
• Assure FMEA updates have been completed
• Assure Control Plans have been updated

D8: Closure and Team Celebration

Teams require feedback to allow for satisfactory closure. Recognizing both team and individual efforts and allowing the team to see the previous and new state solidifies the value of the 8D process. Activities in D8 include:

• Archive the 8D Documents for future reference
• Document Lessons Learned on how to make problem solving better
• Before and After Comparison of issue
• Celebrate Successful Completion

8D and Root Cause Analysis (RCA)

The 8D process has Root Cause Analysis (RCA) imbedded within it. All problem solving techniques include RCA within their structure. The steps and techniques within 8D which correspond to Root Cause Analysis are as follows:

• Problem Symptom is quantified and converted to “Object and Defect”
• Problem Symptom is converted to Problem Statement using Repeated Whys
• Possible and Potential Causes are collected using deductive tools (i.e. Fishbone or Affinity Diagram)
• Problem Statement is converted into Problem Description using Is / Is Not
• Problem Description reduces the number of items on the deductive tool (from step 3)
• Comparative Analysis between the Is and Is Not items (note changes and time)
• Root Cause theories are developed from remaining possible causes on deductive tool and coupled with changes from Is / Is Not
• Compare theories with current data and develop experiments for Root Cause Verification
• Test and confirm the Root Causes

Example: Multiple Why Technique

The Multiple / Repeated Why (Similar to 5 Why) is an inductive tool, which means facts are required to proceed to a more detailed level. The steps required to determine problem statement are:

• Problem Symptom is defined as an Object and Defect i.e. “Passenger Injury”
• Why? In every case “SUV’s Roll Over”
• Why? In every case, it was preceded by a “Blown Tire”
• Why? Many explanations may be applied, therefore the team cannot continue with another repeated why past “Blown Tire”
• Therefore, the Problem Statement is “Blown Tire”
• Why? Low (Air) Pressure, Tire Defect (Degradation of an Interface) and High (Ambient) Temperature
• Counter measures assigned to low pressure and tire defect

This example uses only 4 of the 5 Whys to determine the root causes without going further into the systemic reasons that supported the failure. The Repeated Why is one way to depict this failure chain. Fault Tree Analysis (FTA) could also be used.

Learn More About Eight Disciplines of Problem Solving (8D)

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8D Template Xls

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