The Best 5-Why Excel Template

This is a 5-Why workbook that we put together, both as a documentation and a training tool. There is a blank template tab, and example tab using the forklift example, and a tab with instructions on how to complete the analysis (download here).

Here are some screenshots from this template:

This tab shows a problem solving example, including a corrective action plan. Notice the Containment and Prevention color coding, to help emphasize the importance of addressing the deeper Why’s.

Example of Analysis with Corrective Actions and Dates

This tab includes instructions for filling out the document, starting with the summary information and problem statement. Then the 5-Why’s are documented, followed by an action plan for each Why.

Instructions Tab

Finally, we have the blank tab that a team can fill in.

Here is a video that shows how to complete the template.

Also see the PowerPoint training file here.