problem solving templates

Lean Events and Training / Forms and Templates

Forms and Templates

Downloads for A3 problem solving, standard work , project management, and value stream mapping .

Problem Solving Templates

A3 Action Plan Form (from Getting the Right Things Done)

• The action plan template helps define the who, what, when, where, and how of a plan on one page.
• Helps track progress and highlight problems so action can be taken.

A3 Status Review Form (from Getting the Right Things Done)

• Top box provides an overview with respect to our critical end-of-pipe metrics.
• Second box provides an overview of activities, and usually reflects what’s been prescribed on the action plan of the right side of the strategy A3.

A3 Strategy Form (from Getting the Right Things Done)

• A strategy A3 is a one-page storyboard on 11-inch by 17-inch paper that helps tell the strategy “story.”
• Logic flows from top left to bottom right, and each box leads to the next one.

Detailed A3 Template (from Managing to Learn)

• Print this A3 template out to remind you of each section of the problem-solving A3 as you are creating your own.

PDSA A3 Template (from On the Mend)

• A3 Template, in Excel, following the PDSA cycle.

Problem Definition Worksheet

• This worksheet can help you breakdown the problem into a clearly defined gap as well as see how the problem aligns to the needs of the business or your True North purpose.

Root Cause Template

• This template gives you space to record the problem as well as the direct causes and underlying causes.

Four Types of Problems

Art Smalley

Managing to Learn: Using the A3 management process

Perfecting Patient Journeys

Beau Keyte , Tom Shuker and Judy Worth

Getting the Right Things Done

Pascal Dennis

Standard Work Templates

Standard Work Operator Balance Chart (OBC)

• The operator balance chart helps create continuous flow in a multi-step, multi-operator process by distributing operator work elements in relation to takt time.

Standard Work Process Study Sheet

• The Process Study Sheet is used to define and record the time for work elements in a process.

Standard Work Production Analysis Board

• A Production Analysis Board is a display that must be located at the exit of the cell (or the line) to show actual performance compared with planned performance on an hourly basis.

Standard Work Skills Training Matrix

• The Skills Training Matrix shows the required and attained skills of every operator.
• The training schedule also should be shown.

Standardized Work Chart

• The standardized work chart shows operator movement and material location in relation to the machine and overall process layout.
• It should show takt time, work sequence, and standard WIP.

Standardized Work Combination Table

• The standardized work combination table shows the combination of manual work time, walk time, and machine processing time for each operation in a production sequence.
• This form is a more precise process design tool than the Operator Balance Chart.
• It can be very helpful to identify the waste of waiting and overburden, and to confirm standard.

Standardized Work Job Instruction Sheet

• The job instruction sheet is used to train new operations.
• It lists the steps of the job, detailing any special knack that may be required to perform the job safely with utmost quality and efficiency.
• It can also be useful for experienced operators to reconfirm the right operations.

Standardized Work Process Capacity Sheet

• The Process Capacity Chart is used to calculate the capacity of each machine to confirm true capacity and to identify and eliminate bottlenecks.
• Processing capacity per shift will be calculated from the available production time, completion time, and tool-change time (and other factors as necessary) for each work piece.

Waste Walk Template (from Perfecting Patient Journeys)

• Taking a “waste walk” is one way to make the waste visible again.
• A waste walk is simply a planned visit to where work is being performed to observe what’s happening and to note the waste. It differs from go-see activities in that you are specifically looking for waste.

Kaizen Express

Toshiko Narusawa and John Shook

Lean Lexicon 5th Edition

Lean Enterprise Institute

Training Within Industry (TWI) Templates and Downloads

8-step TWI problem solving card - as presented by IBM

• 8-steps to problem solving handy pocket card printable.

Solving Problems with TWI

• Solving problems with TWI deployment graphic.

Template of Job Breakdown Sheet

• Job breakdown sheets are created to list the steps and highlight the main factors or key points that go into completing a job.
• It also provides reasons for these key points.

TWI Job Instruction Card

• TWI Job Instruction card in a handy pocket printable.

TWI Job Methods Card

• TWI Job Methods Card in a handy pocket printable.

TWI Job Relations Card

• TWI Job Relations Card in a handy pocket printable.

Lean Solutions

James (Jim) Womack, PhD and Dan Jones

Lean Thinking, 2nd Edition

Project Management Templates

Master Schedule and Action Plan Template for One Goal (from Perfecting Patient Journeys)

• Use this template in your project tracking center so you can track both goals and action items on the same form.

End of Project Review Template (from Perfecting Patient Journeys)

• The following template will help you capture your end-of-project reflections and make decisions about what to do next.

Master Schedule Template (from Perfecting Patient Journeys)

• This template will help you answer this question by letting you include the project goals with space to indicate whether each goal is on track as originally planned and whether the scheduled progress review has taken place.

Team Board Form (from Getting the Right Things Done)

• A team board is a window on both routine and improvement work.
• The board on this template addresses both daily production and strategic issues, and is organized according to SQDCM—safety, quality, delivery, cost, and morale.

Value Proposition Template (from Perfecting Patient Journeys)

• Align the stakeholders around what will be included in addressing the problem,
• Identify the stakeholders who will be added to the project team and actively engaged in creating the current- and future-state value-stream maps,
• Identify additional stakeholders necessary to drive the implementation of the future state,
• Serve as an agreement—a proof of consensus—on the specific problem to be solved, and with the problem statement serve as authorization for the entire project.

Action Planning Template (from Perfecting Patient Journeys)

• Identify the specific changes that need to be made and translate those changes into clearly stated goals and actions (i.e., the means) to achieve those goals.
• Identify the specific methods and action steps you think will help you achieve the goals. These action steps and targets constitute the action plan to achieve a specific goal.

Value-Stream Mapping Templates

Value-stream Mapping Icons for Excel

• At the request of some of our readers we have posted the most commonly used mapping icons so that they can be downloaded for Excel spreadsheets.

Learning to See

Mike Rother and John Shook

VSM Getting Started Set

Lean Enterprise Institute , Mike Rother and John Shook

Mapping to See: Value-Stream Improvement Workshop

Beau Keyte , Jim Luckman , Kirk Paluska , Guy Parsons , John Shook , Tom Shuker and David Verble

Improvement Kata / Coaching Kata

Improvement Kata Learner's Storyboard

Subscribe to get the very best of lean thinking delivered right to your inbox

Privacy overview.

Continuous Improvement Toolkit

Effective Tools for Business and Life!

A3 Problem Solving Template

A3 thinking is a logical and structured approach to problem solving adopted by Lean organizations around the world. It can be used for most kinds of problems and in any part of the business. This A3 template uses a four stages model that is based on the PDCA management philosophy. It makes the problem-solving progress visible to the entire team while allowing the lessons to be learned by others.

This template is a Microsoft Excel spreadsheet that you can use and modify to meet your specific requirements. For example, you may expand the implementation or follow-up plans by increasing the number of rows. The template is available in two variations: a user-friendly straightforward version, and a more detailed one that requires providing in-depth information.

A3 Template (32 KB)

A3 Template – Simple (216 KB)

A3 Template – Detailed (340 KB)

Related Templates

Written by:

CIToolkit Content Team

Newly Launched - AI Presentation Maker

Researched by Consultants from Top-Tier Management Companies

AI PPT Maker

Powerpoint Templates

Icon Bundle

Kpi Dashboard

Professional

Business Plans

Swot Analysis

Gantt Chart

Business Proposal

Marketing Plan

Project Management

Business Case

Business Model

Cyber Security

Business PPT

Digital Marketing

Digital Transformation

Human Resources

Product Management

Artificial Intelligence

Company Profile

Acknowledgement PPT

PPT Presentation

Reports Brochures

One Page Pitch

Interview PPT

All Categories

Top 10 Problem Solving Templates with Samples and Examples

In today's competitive business world, excelling at problem solving is crucial for achieving success. A recent study by McKinsey has shown that companies that are skilled at problem solving tend to outperform their peers in terms of revenue growth and shareholder returns. In fact, the top quartile of problem-solving organizations achieved 50% higher revenue growth and 33% higher total returns to shareholders compared to the bottom quartile. Therefore, it's clear that mastering problem solving is essential for any business to thrive.

Finding effective solutions to business challenges, however, can be daunting. That's where SlideTeam's Problem-solving Templates come in to provide a step-by-step approach enabling you to break down complex issues into manageable parts and develop effective solutions. We offer a range of templates, including SWOT analysis, Fishbone diagrams, and Root Cause Analysis, that will equip you with the tools you need to tackle any business problem.

Problem-Solving Templates

If you're tired of struggling to find solutions to the challenges your business faces, explore these Problem-Solving Templates. Don't let obstacles hold your business back – try our templates today and take your business to the next level.

Let’s begin.

Template 1: Organizational Problem-Solving Tool PowerPoint Presentation

For an organization, problem-solving is required in all its operational aspects-right, from planning, controlling, marketing, and manufacturing to managing financial aspects, products as well as customers. This PPT template presents slides that enable an organization to analyze information across all its operations and departments and identify problems and then solve these problems. This editable PPT Template enables an organization to plan its progress path by allocating the right people and resources to solve problems.

Download Now!

Template 2: Problem Solving Approach Business Organizational Analysis Assessment Systems

This editable PPT Template with its attractive graphics and design, enables any business to adopt the right approach to problem-solving. The template enables any organization to analyze different approaches like three-phase approach, collaborative approach, strategy-based approach, etc.

Template 3: Sample A3 Problem Solving Report Collection of Quality Control Templates PPT Diagrams

This easy-to-use PPT template helps organizations solve problems related to quality control. Using this template, an organization can identify the root cause of the problem and the background of the problem and formulate a plan of action to solve the problem. It includes sections for the current situation, checking, acting, and rectifying the errors.

Template 4: Sample A3 Problem Solving Report

This customizable and readily downloadable PPT template enables an organization to solve problems that are reflected in quality assurance reports. Any business can identify a quality-related problem, its background, its cause, as well as other aspects of the problem and then find the best solution to the problem using this template.

Template 5: Optimizing Transformation Strawman Proposal

For any organization, it is important to achieve operational efficiency. However, several issues are often faced when it comes to the operational aspects of a business, and identifying these is mandatory for an organization. Using this PPT Template, an organization can analyze its operational problems and discuss in detail how technology can be used to solve the problem and bring about a transformation that can help to enhance operational efficiency.

Template 6: Collaborative Problem Solving and Assessment Approach

This PPT template, available for instant download, helps an organization to use a collaborative problem-solving and assessment approach to analyze problems related to new products, technologies, ideas, etc., and adopt the best practices to solve the problem.

Template 7: Situation Complication Resolution Framework for Problem Solving

This attractive PPT Template, with its colorful graphics, enables an organization to adopt the framework model to solve a problem. This model enables any business to analyze the current situation, identify the complications associated with the situation, and then find the solution or the best way to resolve the problem.

Template 8: Five-circle Arrow Process for Problem Solving

This adaptable PPT template, with its attractive design, provides a five-circle arrow process for solving problems related to any aspect of the organization. Using this PPT template, an organization can define a problem, generate new ideas to solve the problem, evaluate and select solutions and implement and evaluate the solutions to ensure that the problem gets solved in the most optimal manner.

Template 9: 3-Step Process of Problem-solving Analysis

The process of problem-solving is not always easy because, most of the time, a business fails to identify the problem. Using this customizable PPT Template, a business can adopt a 3-step approach to problem-solving. With the help of this template, an organization can implement the stages of problem identification, problem analysis, and solution development to solve the problem in the most effective manner.

Template 10: 6 segments of problem-solving model

This PPT template presents 6 steps to solve a problem that an organization may face in any of its operational aspects. This PPT template is easy to edit and enables any business to adopt the stages of defining a problem, determining the root cause of the problem, evaluating the outcome, selecting a solution, implementing the solution, and developing alternative solutions. This model, when adopted by an organization, enables it to find the most optimal solution to the problem.

The Final Word

Every problem is a gift - without problems, we would not grow." - Tony Robbins. This quote highlights the importance of embracing challenges as opportunities for growth and development. When businesses approach problem-solving with a positive mindset and a willingness to learn, they can turn even the most challenging situations into valuable learning experiences.

Now that you know how using problem-solving templates can assist you in streamlining the entire process, it’s time to download these templates and get started.

FAQs on Problem-Solving

What are the 7 steps to problem-solving.

A business, during its operations, may face several problems that need to be solved so that the problem does not impact the organization in an adverse manner. However, to solve a problem in the most efficient manner, a business must adopt a seven-step approach to problem-solving. These steps include:

• Identifying the problem.
• Analyzing the problem.
• Describing the problem and all its parameters.
• Identifying the root cause of the problem.
• Developing solutions to solve the problem.
• Implementing the solution that seems to be the most effective.
• Measuring the results.

Why is problem-solving important?

Problem-solving enables an organization to handle unexpected situations or face challenges that it may face during its operations. For every organization, problem-solving is important as it enables the organization to:

• Identify activities, processes, and people that are not working in an efficient manner.
• Identify risks and address these risks.
• Implement changes when required.
• Enhance performance and productivity.
• Innovate and execute new ideas.
• Make effective decisions.

What are the five problem-solving skills?

Problem-solving is not an easy task, and any consultant in the organization who works to solve problems needs to exhibit some specific skills. These skills include but are not limited to:

• Creativity that enables the consultant to assess and analyze the problem from various perspectives to come up with the best idea.
• Communication to ensure that the problem and its solutions are easily communicated with others in the organization.
• Teamwork so that everyone in the team can work to solve the problem.
• Critical analysis to think analytically about a problem and solve it in the best manner possible.
• Information processing to process and analyze all information that is associated with the problem.

What are the 4 steps of problem-solving?

Problem-solving needs to be carried out using a series of steps that include:

• Identifying and analyzing the problem so that its cause is known.
• Planning and determining how to solve the problem by finding various solutions.
• Implementing the chosen solution to solve the problem.
• Evaluating solutions to know whether the problem has been resolved or not. 

Related posts:

• How to Design the Perfect Service Launch Presentation [Custom Launch Deck Included]
• Quarterly Business Review Presentation: All the Essential Slides You Need in Your Deck
• [Updated 2023] How to Design The Perfect Product Launch Presentation [Best Templates Included]
• 99% of the Pitches Fail! Find Out What Makes Any Startup a Success

Liked this blog? Please recommend us

Top 5 Data Flow Chart Templates With Samples and Examples

Must-Have Data Analyst Resume Sample Templates for Job Seekers

This form is protected by reCAPTCHA - the Google Privacy Policy and Terms of Service apply.

--> Digital revolution powerpoint presentation slides

--> Sales funnel results presentation layouts

--> 3d men joinning circular jigsaw puzzles ppt graphics icons

--> Business Strategic Planning Template For Organizations Powerpoint Presentation Slides

--> Future plan powerpoint template slide

--> Project Management Team Powerpoint Presentation Slides

--> Brand marketing powerpoint presentation slides

--> Launching a new service powerpoint presentation with slides go to market

--> Agenda powerpoint slide show

--> Four key metrics donut chart with percentage

--> Engineering and technology ppt inspiration example introduction continuous process improvement

--> Meet our team representing in circular format

Filter by Keywords

10 Free Problem Statement Templates in Word & ClickUp

Praburam Srinivasan

Growth Marketing Manager

June 17, 2024

Start using ClickUp today

• Manage all your work in one place
• Collaborate with your team
• Use ClickUp for FREE—forever

No matter what your position title is, solving problems is likely part of your job description. From project managers to IT team leads to administrative agents at government organizations, we all have to address issues that threaten to derail our objectives.

One of the best ways to achieve success is to have a process in place to identify and respond to potential risks. Many business owners and managers choose problem statements as an effective option. These tools highlight existing problems, offer context, and are designed to generate discussion for solutions.

Here, we’ll explain what problem statement templates do and discuss when to use them. Plus, we’ll show you what to look for when choosing one and share 10 free problem statement templates to use in ClickUp and Word. 👀

• What is a Problem Statement Template? 
• What Makes a Good Problem Statement Template? 

1. ClickUp Customer Problem Statement Template

2. clickup root cause analysis template, 3. clickup a3 action plan template, 4. clickup remediation action plan template, 5. clickup after action report template, 6. clickup report work incident template, 7. clickup incident response report template, 8. clickup it incident report template, 9. word problem statement template by sample.net.

• 10. Google Docs Research Problem Statement Template by Template.net

What is a Problem Statement Template?

A problem statement is a project management tool that describes an existing issue that needs to be solved. It explains the current status, lays out a desired solution, and analyzes the scope of the process required to reach the end goal.

It’s a process tool that encourages creativity when developing potential solutions to issues, rather than highlighting a specific solution.

A problem statement template makes it easier to compile the necessary information and present it to relevant team members. That way everyone on the project knows the goal and can play a part in creating a road map to solve the problem. 💡

Here are four key elements of a problem statement:

• Current status: Briefly explain the current problem as succinctly as possible and outline a statement of work blueprint
• Ideal goal: What would the situation look like without the existing problem? Describe what your end goal is in finding a viable solution
• The reason it matters: Analyze how the problem affects different team members and the company goals . Also, determine the consequences of not addressing the problem
• Proposal: A problem statement doesn’t have to list solutions. Instead, focus on providing context for research so the team can develop answers creatively

What Makes a Good Problem Statement Template?

Not all problem statement templates are created equal. You want to choose one that briefly explains the problem, highlights the end goal, and offers room for creative discussion.

A good problem statement template will:

• Start with a goal: Give your team an objective to aim for. Highlight multiple outcomes and provide context for what an ideal solution will be using an effective problem statement template
• Explain the specific problem and current state : A good problem-solving template will highlight how the issue prevents you from reaching the stated objective
• Identify knowledge gaps: You can’t find a solution if you don’t have all the relevant data. Use the template to describe what information you’re missing and what data you need to come up with possible solutions
• Avoid proposing a specific solution: The goal here is to generate ideas and creative discussion. There’s more than one solution to a problem, so instead of laying out one solution, offer a framework for coming up with answers and ideas

10 Problem Statement Templates to Use in 2024

Problem statements take time to draft, especially if you’re using them repeatedly as part of your workflows. To cut down on time creating these useful documents, turn to problem statement templates.

These handy tools make it easy to outline the problem and turn it into actionable insights while getting input from your team.

Ready to start improving your processes? We’ve gathered 10 of the best problem statement templates to streamline how you respond and adapt to issues. From incident reports and remediation plans to addressing customer problems, you’ll find what you need to address issues that matter at your company.

Here are the best problem statement templates to use whether you work in IT for the government, run a small product agency, or head human resources at a midsize firm. 🛠️

Use ClickUp’s Customer Problem Statement Template to identify common customer issues to develop products and services that better address you customer’s perspective and needs. Fill in the customer profile section to keep track of different audience needs.

Next, break down what that type of customer wants, and what roadblocks prevent them from their goals during the customer journey . Be sure to give context on why those pain points are present—as well as a proposed solution.

Create new pages for each problem and share each one with the relevant team members. Generate tasks to break down the teamwork based on department, and use the different ClickUp views to keep the team on schedule and monitor results across problem statements. ✅

Before you can lay out a road map to success, you need to anticipate the root cause of a problem. Create a concise problem statement and improve your decision-making process by using the Root Cause Analysis Template from ClickUp .

This problem statement template breaks the bigger problem down into a list of issues, making them easier to assign to various team members. It’s an effective tool for predicting issues and laying the groundwork to prevent them from derailing a project.

Use the nine custom fields to draft problem statement examples and tasks for the team to tackle. Add priority to the most pressing issues, and hop into the Needs Action view to see what’s in progress and to track issues that still need to be addressed.

As a project lead , an action plan is your best friend. It highlights stakeholders, provides a roadmap to success, and offers metrics to gauge performance.

With ClickUp’s A3 Action Plan Template , map out long-term projects while staying organized and improving productivity. When using this problem statement template, start by brainstorming to identify and define your business problem statement.

You can collaborate with other team members through ClickUp Docs . After this step, you can gather data, develop a solution, and then create an action plan.

With the view types in ClickUp’s problem statements, you can monitor goals, timelines, and action steps. Plus, the four custom fields let you manage tasks with breakdowns by department, complexity, progress, and type. 📝

Create an action plan for corrective action using ClickUp’s Remediation Action Plan Template . From ideation and methodology processes to execution and integration in workflows, this template makes it easy to come up with solutions for even the most complex problems.

Use the template to identify remediation steps and to automate assigning the tasks to the relevant team members. Assess risk levels, and add priority tags to tasks that need to be addressed immediately.

Develop an action plan by using custom fields for each risk, and track progress using ClickUp Checklists . These to-do lists populate within the task, making it easy to break down repetitive tasks and incorporate company procedures in your remediation workflows.

Whether you’re midway through a long project or one has just wrapped, you need to assess the process and make adjustments for the future. The After Action Report Template from ClickUp is useful in determining what went well, deciding what needs improvement, and generating new workflows to streamline the process.

This simple one-page template highlights project participants, the basics of the project, the project scope, and results based on project data.

Incorporate this template into your workflows as part of a review step. The template is an excellent tool when preparing for employee reviews since it lists the actions they took and documents the overall team workflow. Use this tool to evaluate how well your workflows performed and if anything broke down during the process.

The ClickUp After Action Report Template also helps you celebrate team success. While it’s easy to focus on what went wrong, this template highlights things that went well and team members that performed .

You can emphasize areas where employees avoided budget issues, overcame resource management issues, and adjusted their workflows to keep the project on track. 🌻

One of the biggest project management challenges is managing safety and correctly recording workplace incidents. With ClickUp’s Report Work Incident Template , you can gather incident reports and compile mitigation procedures in one easy-to-access space.

In the task card, collect information about a specific incident, and choose from 13 custom fields—including basics like the date of the incident, parties involved, and location. If the local authorities were involved, you can add information on officer contact information and police report filing details.

In addition to recording the pertinent information, you can suggest a corrective action to improve the processes and prevent a repeat incident.

This template also features seven different view types, so you can get the information you need at a glance. For example, the Incident Report Summary view is excellent for getting a quick overview of what occurred.

The Progress Board and Reports views keep you on top of solutions and how things are getting worked out.

With the Incident Response Report Template from ClickUp , it’s easier than ever to identify threats, draft steps to address the risk, and develop insights from the incident response process. The template includes a simple step-by-step approach to creating an incident report, including sections for risks, next steps, containment, eradication, recovery, and lessons learned.

With this template, report existing incidents, track proposed solutions, and gather intel so that you can adjust your procedures to better address future incidents. Plus, with its five custom fields, you can easily track supporting documents and keep an audit trail of who created, approved, or reviewed an incident report.

The documentation is also invaluable when responding to legal issues. 👩🏿‍⚖️

Whether you work in product management or lead an IT team, you know how important it is to stay on top of risks. With ClickUp’s IT Incident Report Template , you can easily track bugs and software issues that affect the performance of your IT system.

The 14 custom fields offer a high degree of personalization. That means that you can truly leverage this template to meet your specific company needs.

When using this template, get insight into the IT threat by filling out the basics of the problem, including affected software systems, platforms, and build versions. Next, highlight the severity of each incident and explain the reasons for the incident as well as the impact.

Finally, lay out a path for solutions, and use the data gathered to inform your incident management process.

Problem statements are a great way to generate new ideas, support a creative-thinking process, and get buy-in from various team members in different departments.

This Problem Statement Template from Sample.Net is compatible with MS Word, Google Docs, and Powerpoint. It features a one-page layout explaining the existing problem, a description of the issue, risks, and ideas for solutions.

Use this template to design thinking processes and creatively brainstorm solutions with your team. Each person can share their specific point of view as you work together to develop solutions to the issue and hand. 🏆

10. Google Docs Research Problem Solving Template by Template.net

This simple Research Problem Statement Template makes it easy to draft a quick breakdown of an existing issue and offers support for coming up with solutions. It’s available as a Google Doc, Apple Pages, or MS Word file.

Save time formatting and use this template to quickly fill out the sections for the description, risks, and solution for your problem statement examples.

The template features branding customization in such a way that you can add a company logo and contact information if you’re sharing this document with an outside agency that’s supporting your resolution process. Change the color scheme and font style to match other company documentation and to meet branding standards.

Solve Problems Fast and Effectively With ClickUp

With these problem statement templates, you’re well on your way to being a more effective leader and employee. From reporting incidents and tracking IT issues to generating discussions on how to solve common customer problems, these templates are sure to make your work life easier.

Try ClickUp today to create a problem statement that propels your business forward and builds the basis for better products and services. Browse hundreds of free templates to improve your project management style, assist with incident reporting and track performance on all of your objectives. ✨

Questions? Comments? Visit our Help Center for support.

Receive the latest WriteClick Newsletter updates.

Thanks for subscribing to our blog!

Please enter a valid email

• Free training & 24-hour support
• Serious about security & privacy
• 99.99% uptime the last 12 months

A3 Problem-Solving: Thinking & Templates

• ·   May 26, 2023

As a factory manager, you’re already familiar with problem-solving, but how familiar are you with the A3 problem-solving method?

Today, we tell you everything about the A3 problem-solving method and why it can be precisely what you need to get your factory running as smoothly as ever.

Download your A3 problem-solving template

What is A3?

We already stated that the A3 method is a problem-solving method, so let us dig deeper.

A3 refers to the size of the paper you’d normally use to document this problem-solving process.

A3 paper is bigger than your regular A4, measuring roughly 30 by 42 cm in case you were wondering —or if you’re a fan of the imperial system, 11 by 17 inches—

The reason behind using this specific paper size is that it gives you enough space to present all problem-related information clearly and concisely.

This approach is highly structured, following a step-by-step process to help you develop and implement solutions.

What is A3 thinking?

Before the A3 method, we have A3 thinking. This is the heart of this whole problem-solving process.

A3 thinking deals with issues in a structured and logical way, always relying on the principles of continuous improvement. This means you should look at problems from different angles, gathering as much data as possible. Only then you’ll be able to make a truly informed decision.

The key operating principle behind A3 thinking is that the best way to solve a problem is by having an in-depth understanding of the problem and its causes. This is the only way forward to plan, develop, and implement a permanent solution.

How does the A3 problem-solving method work?

Because this is a structured approach to problem-solving, there are a few key steps to follow to implement it right. Let’s take a look:

STEP 1 ― Identify the problem

As with many other problem-solving methods —if not all— the first thing to do is identify the problem that needs solving. 

You can use root cause analysis to make sure you’re tackling the root of the issue and not just fixing the problem at a superficial level.

STEP 2 ― Gather information

Without proper data, your chances of fixing the problem for good are quite slim.

By getting all the information you can through all the sources available —collecting data, conducting surveys, speaking to relevant people involved with the problem— you make sure you have a complete picture of the problem and its magnitude.

This will help you get a comprehensive understanding of the problem, which is key when developing a solution to fix it permanently.

STEP 3 ― Develop a plan

After gathering all the information, you develop a plan to solve the problem.

In this stage, you can hold a brainstorming session, evaluate different options, and select the best approach.

STEP 4 ― Implement the plan

Time to put your plan into action!

A good way to secure success in your problem-solving efforts is to test your solutions before you implement them, adjust anything according to the situation, and monitor your results.

STEP 5 ― Evaluate your results

When you implement your solution, you need to evaluate your results to make sure your plan is working.

The best way to do this is by collecting additional data or analysing production metrics. 

At this stage, you might identify areas for improvement — don’t ignore them, address them.

Advantages of the A3 problem-solving method

Some of the benefits of the A3 method are more obvious than others. Let’s take a look!

Better collaboration — To get the most out of the A3 method, you need to look at your problem from different angles. The best way to do this is by getting several relevant points of view. This improves collaboration and communication across the whole organisation. 

Increased efficiency — Because this approach has a set number of steps, it becomes a predictable process. This means your teams will work more efficiently to solve the issue, as they’ll know what their next steps are. This also means you’ll successfully avoid wasting time or resources on solutions that won’t work.

Improved decision-making — By gathering data and focusing on factual information rather than opinions or gut feelings, you —and your team— will get better at decision-making. This means you’ll leave the guesswork out of your problem-solving process , ensuring your solutions are based on actual, updated data. 

Continuous improvement — This method is a key part of any continuous improvement process. By identifying and solving problems, you can keep improving your operations, products, and services.

How to use an A3 template successfully

To harness the full potential of this method, you can use an A3 template.

A template helps you present information clearly and concisely, making the process way more efficient.

An A3 template typically includes the following sections:

• Background —   Here you write a short overview of the problem. It should include information about when the problem first emerged, how it’s impacting your operations, and what stakeholders are affected
• Current State — In this section, you describe the current state of the problem. This might involve outlining the symptoms, identifying the root cause, and highlighting any contributing factors
• Goal Set — Time to outline your proposed solution to the problem! This might involve identifying specific actions to take, assigning responsibility for those actions, and setting a timeline for completion
• Analysis — Use this section to highlight what problem-solving method you’re using ( the 5 Whys , 8D , A3…) to identify the underlying causes of the problem. This section might also include information about potential solutions
• Suggestions — This is the time and the place to highlight any suggestions for improvement and problem-solving
• Schedule of Touchpoints — Here, you explain which actions are going to happen when, who’s responsible for them, and an estimated completion date.

By using an A3 template, you can ensure a standardised process for problem-solving. This helps everybody work more efficiently.

mlean ® and the A3 problem-solving method

As far as problem-solving methods go, the A3 is quite effective and straightforward.

But we all know paper is hard to keep track of, and big chunks of A3 that are fundamental for your factory’s operations should be stored away safely for future reference.

Our mlean ® Production System (mPS) is the best way to ensure your problem-solving processes are digitally stored, accessible, and readily available when you need them.

Our software creates a knowledge database using the problems you’ve already solved . This makes your operations much more quick and efficient, increasing productivity, boosting continuous improvement processes, and accelerating your growth.

Book a free demo and see for yourself!

Blog category

• Deep dive (20)
• Digital transformation (18)
• How-tos (18)
• Industry Trends (18)
• mlean news (22)
• Solutions (1)

How lean manufacturing software is improving mass production

Factories and the environment: How to make it work

Factory performance: how to level up your game

Seeing is believing.

Book a call to see the full power of the mPS.

Running a factory is hard. We make it easy.

• Standard Work
• Shop Floor Management
• Start of production
• Maintenance
• Improvement Drivers
• mlean Hoshin Kanri
• Who benefits from the mPS?

• mlean product integrations

How we do it

• Success Stories
• Our philosophy

Let´s Work Together

• Become a partner
• 2024 © Mobile Lean S.L. All rights reserved.
• Privacy policy
• Legal Notice
• Information Security Policy
• Cookies Policy
• Complaints Channel

PROGRAMA INVESTIGO Proyecto financiado por el mecanismo de recuperación y resilencia.

MOBILE LEAN SL en el marco del Programa ICEX Next, ha contado con el apoyo de ICEX y con la cofinanciación del fondo europeo FEDER. La finalidad de este apoyo es contribuir al desarrollo internacional de la empresa y de su entorno.

MOBILE LEAN SL en el marco de su Programa de Internacionalización cuenta con el apoyo del Instituto para la Competitividad Empresarial de Castilla y León (ICE) y con la cofinanciación del fondo europeo FEDER.

• Privacy Summary
• Strictly necessary cookies
• Third party cookies

This website uses cookies so that we can offer you the best user experience possible. Cookie information is stored in your browser and performs functions such as recognizing you when you return to our website or helping our team understand which sections of the website you find most interesting and useful.

Strictly necessary cookies must always be activated so that we can save your cookie settings preferences.

This website uses Google Analytics to collect anonymous information such as the number of visitors to the site, or the most popular pages.

Leaving this cookie active allows us to improve our website.

Please enable strictly necessary cookies first so we can save your preferences.

More information about our Cookies policy

Harness the A3 problem solving template to effectively solve problems

We recently explored the way visual thinking can be used on Conceptboard , so now we’re taking it a step further and look at how visual thinking can be used to collaboratively solve problems using a methodology pioneered by Toyota and presently used worldwide by practitioners of lean sigma : the A3 problem solving template.

Visual thinking is a great way to unlock creative potential. Our brain’s capacity to hold visual elements is huge, so when you start thinking visually you are able to tap into an extensive resource that feels effortless. And dare we say it, fun! 

Discover visual collaboration

To explore alternative brainstorming techniques, check out these 15 brainstorming techniques and templates you can use collaboratively with your team. 

The A3 problem solving template to drive continuous improvement

There are hundreds of ways to problem solve, from mind mapping , to design thinking or customer journey mapping . But the simple effectiveness of the A3 template is hard to beat. 

The basis of the A3 problem solving template is collectively mapping out a flow chart to break down complex processes, and highlighting the flaws in the system. From there, teams need to re-do the chart, highlight the key changes they need to make to improve the system. Then, create a plan of attack to implement those changes. It is a simple way to get everyone on the same page to visually solve problems. Remote or co-located teams can easily collaborate in real time on an A3 template using Conceptboard’s simple template featuring a rectangular space broken into four quadrants.

Use template

To get started, book a meeting time (at least an hour) for your team and send them a link to the collaborative board. Then, conduct the problem solving session in four simple steps:

• Detail the problem you are trying to solve in the top left quadrant.
• In the next quadrant underneath, as a team, illustrate the problem as a system including steps and links. You can do this using the pen, sticky notes, graphics or images. Then talk about each step as a group and give each step a general rating as to how well it’s functioning. This should result in a frame of reference of the current state of the system.
• In the third quadrant, again as a team, draw a visual map of the target state: that is what the ideal system would look like. You can highlight areas of focus where you want to try and do things differently, and what the intended results will be.
• Comparing these two visual maps, you should now be able to assess what actions need to be taken to achieve the target state. List these in the final quadrant. To make sure the list is actionable, detail Who, will do WHAT, by WHEN.

Once you have completed the four quadrants and an actionable list, make sure you send the link to the shared file to all stakeholders or involved team members. You could also export it in PDF form and print it on an A3 sheet once you are done filling it out.

The A3 methodology is extremely powerful as it enables you to synthesize different points of view into one manageable approach. This will create a shared understanding of the problem, as well as the effects it has on different departments within the business. If you want to learn more about how collective visual thinking can be used, watch this great TED Talk by Tom Wujec.

Feel free to explore Conceptboard’s free library of templates that will save you time and money in the planning process, allowing you to focus on the bigger picture .

More interesting articles for you

OZG 2.0: The future of digital administration in Germany is FIM

Since its introduction in 2017, the Online Access Act (OZG) has aimed to make it easier for citizens and companies to access administrative services and make them available digitally.

Unwrap the Joy: Elevate Your Team’s Holiday Spirit with Our Exclusive Christmas Game Template!

The holiday season is upon us, and at Conceptboard, we’re thrilled to unwrap the gift of festive cheer with our special Christmas Game Template!

Wireframe Template – A structure to build something great | Free Template

By using Wireframe Templates, you can streamline your workflow and ensure a more efficient and effective design process.

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Post Comment

Experience the power of visual collaboration

Experience how Conceptboard boosts your team’s hybrid collaboration and communication.

No credit card

No commitments

Start right now

The A3 Problem-Solving Template: A Structured Approach for Lean Organizations

Last updated: November 1, 2023

By Alexander Connor

Discover how the A3 problem-solving template can help lean organizations effectively solve problems and improve processes, enabling them to make informed decisions and drive continuous improvement in a world that constantly demands increased quality and reduced costs.

The A3 problem-solving template is a widely adopted tool in lean organizations. This structured approach allows businesses to effectively address various problems and drive continuous improvement. 

By following a logical and structured approach within the four-stage model based on the PDCA (Plan – Do – Check – Adjust) management philosophy. A3 report templates enables the visibility of problem-solving progress and shared learning among teams, improving the decision-making processes used in the organization.

In a time when efficient problem-solving is crucial, it’s important for leaders, coaches, and project teams to have the ability to think critically and make informed decisions that can be reviewed and understood by all parties involved. 

The implementation of A3 management process can notably enhance the quality of decision-making processes, increasing the capability of teams to confront the root causes of diverse difficulties.

Providing a consistent structure to the problem-solving process, the functionality of the A3 report templates has expanded well beyond its original purpose. Industries worldwide, from manufacturing to retail to healthcare, have begun to embrace this tool in their problem-solving initiatives.

What is the A3 Problem-Solving Template?

The A3 problem-solving template is a one-page report format originally developed by Toyota , a company well-known for its lean thinking. The design of the ledger size paper encourages concise communication and collaboration among team members, as it requires the problem definition, root cause analysis, countermeasures, and follow-up plan to fit on a single page.

Here’s a quick rundown of the components of an A3 problem-solving template:

• Background : A brief explanation regarding the importance of the issue, spanning no more than three to four sentences.
• Current State : Describes the current situation, detailing the problematic area that needs to be addressed.
• Future State / Goal : Highlights the objective or desired state that your organization wants to achieve after resolving the issue.
• Analysis : Incorporates root cause identification and root cause analysis, using tools like fishbone diagrams , Pareto charts, or 5 Whys, to identify the underlying concern.
• Recommendations : Suggests countermeasures to tackle the issues identified during the analysis phase. The proposed solution should aim to remove the root cause of the problem.
• Follow-Up : Stresses an action plan for the implementation plan of the recommended solution, allocating responsibilities to team members, and designating a timeline for completion.

Lean organizations leverage the A3 problem-solving template as a tool to improve their problem-solving initiatives. This is done by encouraging rationalization among team members to ensure a systematic and holistic problem-solving process. 

This form of communication and collaboration brings out the best skills in team members and can be applied across various areas within a business, ranging from manufacturing and supply chain to customer service and process improvement.

Benefits and Applications

The A3 problem-solving template offers an array of benefits to lean organizations. It essentially simplifies the complexity of problem-solving and injects an organized approach to an otherwise daunting task. Here are some key benefits that come with the application of the A3 template:

• Promotes clear and concise communication : The A3 template condenses complex problem-solving steps into a single page. This requires teams to communicate the essential elements of the problem, the analysis, their recommendation, and action plan in a clear, simplified manner. This clarity of communication ensures that every team member, regardless of their expertise, is on the same page.
• Encourages root cause analysis : The template frames problem-solving in the context of root cause analysis. It forces teams to not just focus on symptoms or immediate fixes, but encourages them to dive deeper to identify underlying root causes.
• Facilitates data-driven decision-making : Through requiring an analysis of the current state and concern, the A3 template promotes fact-based, data-driven decisions. This results in more effective and sustainable solutions, as decisions are made based on analysed data and not guesses or assumptions.
• Enhances collaboration and feedback : As the template necessitates input at multiple stages, it forges cohesive relationships among team members. It also promotes feedback at each stage of the problem-solving process, ensuring a more refined and effective solution.

The A3 problem-solving template is a universal tool that can be applied across various departments and diverse industries such as manufacturing, healthcare, retail, construction, etc.

A3 Report Templates and Resources

Several A3 templates and resources are available to assist organizations in implementing the A3 problem-solving structure. These templates equip teams with a standardized structure that guides them through the process of problem definition, root cause analysis, countermeasures, and action planning.

In addition to templates, the market offers a myriad of books and training resources on lean and agile methodologies to enhance the understanding and application of the A3 problem-solving structure. 

There are resources available specially designed for all lean organizations, whether they are just starting their lean journey or are well-established lean practitioners, to ensure a smooth transition to adopting the A3 reporting system.

Several online platforms and software providers also offer A3 report templates tailored to business requirements, making it simpler for organizations to adopt this problem-solving tool and providing them with opportunities for continuous improvement and learning.

A3 Problem-Solving

The A3 problem-solving template is an invaluable tool for lean organizations aspiring to boost their capability in problem-solving and stimulating continuous process improvement. 

By utilizing this structured approach, teams can effectively handle diverse challenges, promote collaboration, make data-driven decisions, and effectively bring continuous improvement into their daily operations with the help of A3 report templates and resources.

In a nutshell, the A3 problem-solving template ingrains a problem-solving culture into organizations, empowering teams to excel in their problem-solving skill sets and consistently deliver improved operations. It’s more than a mere problem-solving tool; it’s a mindset shift towards heightened efficiency and efficacy.

Embrace it today, and witness the transformative power of A3 structured problem-solving for your organization. Unlock the potential to navigate challenges and drive continual improvement proactively, helping your organization adapt and thrive in the ever-evolving business environment.

• Recent Posts

• Advantages of Cloud Print Management - August 8, 2024
• Top Features of Enterprise Risk Management Software - July 18, 2024
• Lithium-Ion Battery Integration with Renewable Energy Systems - July 16, 2024

Related Posts:

Safety Protocols: Handling and Using Lithium-Ion Batteries in Electric Vehicles

July 3, 2024

Implementing the Age Appropriate Design Code: Protecting Children’s Data Online

August 21, 2024

Join our newsletter for the latest battery technology news & guides

Contact Info

Office Address: 2233 Heritage Road Fresno, CA 93721 Call us: +1 559-767-6498

Copyright 2024 © IonCore Technology. All Rights Reserved.

Privacy Policy

Effectively solve problems with the A3 problem-solving template

Reading time: about 5 min

• Organization and evaluation
• Strategic planning

To successfully create a culture of continuous improvement, people must:

• Identify problems and potential issues that could impact productivity and quality. 
• Determine the cause of problems so they develop and implement viable solutions.
• Document the solution and share knowledge to ensure the problem doesn’t reoccur.

In this article, we’ll discuss how an A3 template can help you accomplish all three of these goals.

What is the A3 problem-solving method?

Like most concepts and techniques associated with Lean management and Lean manufacturing, A3 problem-solving was developed in Japan as part of TPS. 

This problem-solving approach takes its name from the A3 paper size, which is part of the ISO 216 international standard for paper sizes. The closest paper size to A3 in the United States is 11x17, also called ledger or tabloid size.

The A3 method uses a structured, systematic approach to solving problems. The idea is to clearly and concisely document the problem, root cause, solution, implementation plan, and results on a single sheet of paper called an A3 report. The A3 report is shareable and gives everybody an easy-to-understand visual representation of the process for solving a specific problem.

Toyota believed that if a problem was too big to be explained and solved on one side of A3 paper, it should be broken down into smaller pieces. These pieces could then be explained, analyzed, and solved in their own A3 process.

When to use the A3 problem-solving process

We often hear about a problem and try to fix it without considering its cause. We might assume we know what’s going on based on experience. But if we don’t accurately determine what is happening, we could miss important information to prevent its reoccurrence.

The A3 problem-solving process helps you better understand problems and create better solutions.

Consider using A3 to solve problems when:

• You need a framework for identifying, analyzing, understanding, and solving problems.
• You want to collaborate with team members, other managers, and key stakeholders to get feedback from multiple perspectives. Collaborating with others eliminates personal biases and provides a better understanding of problems and their root cause so you can make more informed decisions.
• You want to align your team with an easy-to-read document that breaks down important information.
• You are cultivating a culture of continuous improvement. The systematic A3 problem-solving approach helps the organization learn from past mistakes and perform more consistently.
• You want to standardize your process for working through problems in organizations of any size in any industry.

The basic steps of A3 problem-solving

The A3 problem-solving process typically uses the following basic steps:

Step 1: Define the problem

Provide context for the problem you need to solve. Clearly define the problem, its impact on the department or organization, and why it needs to be solved. To better understand the situation, consider observing the work. That way, you visualize the problem and get valuable input from team members about what might be causing it.

Step 2: Analyze the current situation

Gather data by sending surveys, interviewing team members, mapping the process, etc. The data will give you valuable information about the current state of a process or project. This can help you identify contributing factors to the problem and get closer to identifying potential root causes.

Step 3: Set targets and goals

Clearly state what you hope to achieve through this process. Setting specific and measurable targets helps you monitor progress as you find the right solutions.

Step 4: Root cause analysis

If you don’t identify the root cause of a problem, your solutions will only address the symptoms. Treating a symptom is generally temporary, and the problem will eventually return.

Use this 5 whys template to dig deeper, identify the root cause of a problem, and reach a solution faster.

Step 5: Propose potential solutions and countermeasures

Once you understand what the root causes of your problems are, use the collected data to propose solutions or countermeasures. By offering different solutions, you and your team can easily evaluate options to reach a consensus.

Step 6: Develop an implementation plan

After you have determined which solution to use, create an implementation plan . This should include clear steps, task ownership and responsibilities, timelines and target dates, and expected outcomes.

Step 7: Monitor and follow-up

Monitor how well the implementation of your solution is working. Determine if improvements need to be made and implement adjustments as necessary.

How Lucidspark can help with the A3 problem-solving process

Lucidspark brings together hybrid teams to collaborate in real time on a single document. Try our free A3 template to get started.

Each section of the A3 template includes resources to help you complete the document. For example, the “root causes” section includes an Ishikawa diagram (or fishbone diagram) that guides you inidentifying potential root causes.

A lot of the work in the A3 template has been done for you. All you need to do is edit and modify each section to match your use case.

The A3 problem-solving method encourages organizations to use a standardized, systematic, and collaborative problem-solving approach. 

As with most TPS and Lean management documents, the A3 report is not static. It is a living document that encourages teams to practice continuous improvement by frequently reviewing processes and refining methods. And its concise and easy-to-read format makes processes and progress more transparent, which helps keep the entire organization focused and aligned with the company vision.

Explore hundreds of free templates to simplify workflow and boost problem-solving skills.

About Lucidspark

Lucidspark, a cloud-based virtual whiteboard, is a core component of Lucid Software's Visual Collaboration Suite. This cutting-edge digital canvas brings teams together to brainstorm, collaborate, and consolidate collective thinking into actionable next steps—all in real time. Lucid is proud to serve top businesses around the world, including customers such as Google, GE, and NBC Universal, and 99% of the Fortune 500. Lucid partners with industry leaders, including Google, Atlassian, and Microsoft. Since its founding, Lucid has received numerous awards for its products, business, and workplace culture. For more information, visit lucidspark.com.

Related articles

Visual problem-solving: the secret sauce of successful teams.

Supercharge your team’s problem-solving skills by implementing visuals to find the most effective solutions faster.

What is the problem-solving process?

Learn the components of the problem-solving process and techniques for problem-solving with your team (plus access free templates).  

Bring your bright ideas to life.

or continue with

By registering, you agree to our Terms of Service and you acknowledge that you have read and understand our Privacy Policy .

What is Genially?

Genially is a cloud-based platform for building interactive learning and communication experiences.

Product Overview

Explore Genially's authoring and content creation features.

What's New

Discover our latest product updates and releases.

Discover how teams use Genially for eLearning, Marketing, and Communications.

K12 Schools

Explore how teachers use Genially to bring interactive learning to the classroom.

Higher Education

Discover how Learning Design teams and Faculty use Genially to build interactive courses.

Contact Sales

START CREATING

Build interactive images

Discover how to make interactive visuals and graphics.

Create interactive slides

Engage your audience with interactive slides and presentations.

Make interactive infographics

Learn how to design interactive data visualizations and diagrams.

More formats

From resumes to reports, make any kind of content interactive.

eLearning templates

Interactive resources for eLearning and corporate training courses. 

K12 teaching templates

Interactive classroom resources for primary and secondary education.

Gamification templates

Escape games, quizzes, and other game-based learning activities.

Marketing templates

Interactive microsites, brochures, videos, and branding materials.

Explore all Genially templates

Browse over 1,500 pre-built designs. Save time and create professional interactive materials in minutes.

Explore Genially pricing and plans.

Plans for Teachers

Create interactive learning materials and use Genially in class with your students.

Training & e-learning

Problem solving matrix

Use this problem matrix to approach the problem or challenge to be solved in a project in a simple and visual way. This free template will help you in your decision making and expands the range of creative solutions you can generate.

Use this template

Interactive and animated design

100% customizable

Add audio, video and multimedia

Present, share or publish online

Download in PDF, MP4 and other formats

MORE TEMPLATES

You may also like…

Cpr infographic

Programming matrix

Akihabara content repository

Learning micro-course

Templates for everything under the sun ☀️

Sign up to explore thousands of interactive, animated designs in the Genially Template Gallery.

Problem Tree Template

Use the Problem Tree Template to promote holistic insights, enabling users to strategize more informed and impactful solutions. This method ensures that efforts are addressing symptoms and targeting the heart of the problem.

Trusted by 65M+ users and leading companies

About the Problem Tree Template

Dive into the complexities of any issue with the Problem Tree Template. This valuable resource provides a structured approach to problem-solving, helping users identify a problem's root causes and understand its ripple effects. Suitable for challenges in business, community, or personal initiatives, the template offers clarity and a broad perspective on complex issues.

What's a Problem Tree Template?

A Problem Tree Template is a structured visual tool designed to break down a central problem into its main effects and the underlying causes. Envision a tree:

The trunk represents the core problem.

The branches depict its direct effects.

The roots symbolize the deep-seated reasons behind it.

By mapping out the issue in such a detailed way, people and teams can gain a comprehensive view of their challenges. One significant benefit of using this template is that it fosters a holistic understanding of the problem, enabling more strategic and effective solutions. This method helps pinpoint where interventions might be most effective and encourages a more collaborative and inclusive approach to problem-solving.

How to use a Problem Tree Template in Miro

Using the Problem Tree Template in Miro is an interactive experience that brings your problem-solving sessions to life. With the help of sticky notes, emojis, and stickers, you can dynamically populate your tree diagram . Here's how you can do it in four steps:

Identify the central problem:  Start by placing a sticky note in the center of your board detailing the main problem you want to tackle. This serves as the trunk of your problem tree.

Map out the effects:  Above the central problem, use sticky notes to detail the direct effects or consequences of the problem. Think of these as the branches of your tree. Feel free to use emojis or stickers to add emphasis or to categorize.

Unearth the root causes:  Below the central problem, dive deep to uncover the underlying causes of the problem. Use sticky notes for each identified cause, and think of them as the roots of your tree. Emojis and stickers can once again be used to visualize the intensity or type of each cause.

Connect and organize:  Finally, draw lines or connectors between related effects and causes, helping to visualize the relationships and flow between different parts of your problem tree.

Learn more about Miro's tree diagram maker and find out other solutions for your decision-making process.

Can I customize the Problem Tree Template?

Yes, Miro allows you to customize any template. Feel free to add more sections and colors or even integrate other templates as needed to tailor the template to your specific needs.

Is this template suitable for group workshops?

Yes, the Problem Tree Template is ideal for group sessions. Multiple users can collaborate in real time, adding their insights and helping to map out a comprehensive view of the problem.

What if my problem has more than one main effect or root cause?

The beauty of the template is its flexibility. You can add as many effects and root causes as necessary to accurately represent your problem. Miro's visual workspace can be expanded indefinitely, so space won't be an issue.

Can I share my completed problem tree with others?

Of course! Miro allows you to easily share your boards with team members, stakeholders, or anyone else. They can then view or collaborate on your problem tree, depending on the permissions you grant.

Get started with this template right now.

Sprint Planning by Piera Mattioli

Works best for:.

Planning, Strategy

Sprint Planning Template helps you organize and plan your sprints effectively. It allows you to set goals, allocate tasks, and track progress, ensuring your team stays focused and meets sprint objectives. Perfect for agile teams.

Fishbone RCA

Problem solving, Strategy

Use the Fishbone RCA template to conduct a thorough root cause analysis (RCA) for any problem. This template helps you break down complex issues into manageable categories, enabling you to identify the underlying causes. It's an effective tool for improving processes, solving problems, and preventing future issues.

Target Audience Template

Marketing, Desk Research, Prioritization

Understanding your target audience is vital to business success. How can you market yourself effectively if you don’t know who you’re targeting? Using the Target Audience template, you can review valuable data about who your customers are and what they want from your product or service.

Balanced Scorecard Template

Operations, Strategic Planning, Project Planning

Balanced scorecards are useful tools for understanding business performance at a glance with regard to customers, employees, business processes, and financial progress. Learn more about BSCs and create your own using Miro’s Balanced Scorecard template.

A3 Report Template

Product, Strategy and Planning

The A3 report template is a carefully designed tool that provides teams with a structured and visual methodology to tackle challenges. It divides the problem-solving process into background, current context, data analysis, and implementation plans, ensuring a comprehensive approach to each issue. One of the major advantages of this template is its "Data Analysis" section, which enables teams to delve deeply into concrete insights and trends. This data-driven approach ensures that all recommendations and actions are based on real, tangible evidence rather than just intuition, leading to more effective and strategic decision-making.

Fishbone Diagram for Manufacturing

Fishbone diagram

In manufacturing, pinpointing the root causes of defects and inefficiencies is crucial. The Fishbone Diagram for Manufacturing template helps you systematically investigate issues related to production. Categorize potential causes into areas such as machinery, methods, materials, and manpower. This structured approach enables your team to collaboratively identify and address underlying problems, improving processes and enhancing manufacturing quality.

Free Problem Statement Slide Templates: PowerPoint & Google Slides

By Kate Eby | February 24, 2024

• Share on Facebook
• Share on LinkedIn

Link copied

Write effective problem statements and create engaging presentations for stakeholders with this roundup of problem statement slide templates for PowerPoint and Google Slides. Download these free, customizable templates and edit them for your needs.

On this page, you’ll find a  project problem statement worksheet slide template , a  customer problem statement slide template , a  5 Ws product problem statement template , and more. You’ll also find tips for  writing problem statements and links to  related problem-solving templates .

Project Problem Statement Elements Slide Template

Download a Project Problem Statement Elements Slide Template for

PowerPoint | Google Slides

When to Use This Template: This template is perfect for project managers and team leaders who need to articulate the challenges and objectives of a new initiative. It provides a structured format for presenting a project's problems and requirements during planning meetings or proposal presentations. The template is particularly useful in meetings where gaining consensus or approval from decision-makers is crucial.

Notable Template Features: The template breaks down the problem, scope, objectives, benefits, and resources into clear sections, making complicated information easy to understand. This focuses the discussion and ensures that all aspects of the problem are considered. The color-coded sections also help make your presentation clearer and more appealing to stakeholders.

Three-Part Problem Statement Slide Template

Download a Three-Part Problem Statement Slide Template for

When to Use This Template: Project managers or teams can use this template to clearly communicate challenges, proposed solutions, and expected results. It serves as a foundational tool for project planning and decision-making, helping teams effectively communicate critical issues to stakeholders and align efforts toward shared objectives.

Notable Template Features: This slide template helps guide the audience from problem identification to resolution and final outcomes. The bullet points under each category allow you to list key details and focus on what matters most.

Project Problem Statement Worksheet Slide Template

Download a Project Problem Statement Worksheet Slide Template for

When to Use This Template:  This worksheet template is designed to clearly outline the central challenge of a new project or initiative. It provides a straightforward way to write a problem statement that is clear and actionable. Teams can use this tool at the outset of the planning stage to ensure that everyone understands the issues being addressed, the criteria for success, and the boundaries of the project.

Notable Template Features:  The template's comprehensive structure breaks down the problem statement into specific components, such as context, success criteria, stakeholders, and scope. This helps teams focus their discussions and ensure a shared understanding of the problem. Teams can also use this template in presentations to provide stakeholders with context for the problem statement.

Traffic Light Problem Statement Slide Template

Download a Traffic Light Problem Statement Slide Template for

When to Use This Template: Project or product managers can use this template to present a clear problem statement in meetings or in documents. This template is particularly useful during the initial stages of project planning or when addressing project roadblocks.

Notable Template Features: The template includes sections for identifying a problem, how to solve it, and what the results should be. Each part corresponds to the colors in the traffic light graphic, which reinforces the importance of a careful approach to problem-solving.

Single-Problem Statement and Solution Slide Template

Download a Single-Problem Statement and Solution Slide Template for

When to Use This Template: This template is ideal for project proposals, strategy meetings, or pitches where a clearly defined problem and solution can drive decision-making. The visual juxtaposition of problems versus solutions helps stakeholders quickly grasp the core issues and the strategy for resolution.

Notable Template Features: This template has a two-column layout that visually distinguishes challenges and solutions. Each section contains placeholders for text and icons, enhancing the presentation’s visual appeal. Icons such as question and check marks guide the audience from problem to solution.

Multiple-Problem Statement and Solution Slide Template

Download a Multiple-Problem Statement and Solution Slide Template for

When to Use This Template:  Project or product managers can use this template in strategic planning sessions, problem-solving meetings, or any scenario where a clear comparative analysis is needed. The slide format, which shows each challenge next to its proposed solution, can be useful during team meetings where alignment on issues and remedies is crucial.

Notable Template Features:  This template has a two-column layout that guides the viewer from problems on the left to solutions on the right. Each problem and solution pair is clearly marked, making complex information more accessible for the audience.

Customer Problem Statement Slide Template

Download a Customer Problem Statement Slide Template for

When to Use This Template:  Product managers and customer service teams can use this template to break down a customer's problem into tangible parts, clarifying the issue, the attempts to resolve it, the obstacles faced, and its emotional impact. This template is particularly effective for internal presentations that aim to align team members on customer pain points and drive home the urgency of finding a solution.

Notable Template Features:  The template provides a step-by-step layout that guides the presenter through the different aspects of a customer's dilemma. Color-coded sections make the narrative easy to follow through each step of the statement. This breakdown not only captures the complexity of the issue but also fosters a deeper understanding of the problem among team members.

Circular Customer Problem Statement Slide Template

Download a Circular Customer Problem Statement Slide Template for

When to Use This Template:  Use this customer problem statement template to get a full picture of a customer's issue, from who the customer is to their goals, challenges, and emotional responses. It is ideal for sessions focused on understanding and addressing customer experiences, ensuring that teams explore every facet of the problem and link it back to the customer's perspective.

Notable Template Features:  This template features a circular flow that tells the whole story of the customer’s issue, with each segment prompting a key part of the problem. Its design encourages comprehensive analysis, and the arrangement of sections ensures that thoughts flow logically. You can also customize the template to focus on the workflow around the problem or other details rather than only the customer story.

Product Problem Statement Slide Template

Download a Product Problem Statement Slide Template for

When to Use This Template: Product managers can use this template to clearly articulate the problem their product aims to solve. This serves as an essential tool during the initial stages of product development or when proposing enhancements to existing products. By structuring thoughts and research systematically, this template helps managers secure stakeholder buy-in and align cross-functional teams toward a common objective.

Notable Template Features: Each section prompts users to delve deeply into understanding the problem and its potential impacts, customer value, and business significance. The template allows you to link externally to supporting documentation to show that all claims and assumptions are backed by research. The template's simple structure helps to streamline the problem-solving process, while its thoroughness makes the problem statement more compelling.

5 Ws Product Problem Statement Slide Template

Download a Five Ws Product Problem Statement Slide Template for

When to Use This Template: Product managers and teams can use this template to define and document the who, what, when, where, and why of a problem. This ensures that team members align on the problem before moving toward solutions, fostering a focused approach to product development.

Notable Template Features:  This template prompts users to consider all aspects of a problem statement: who it affects, what the problem is, when and where it occurs, and why it is critical to address. Each column uses color-coding and clear bullet points for organized note-taking.

How to Write a Problem Statement

A problem statement serves as the foundation for any project, ensuring that everyone involved understands the core of the problem they need to solve. Crafting a well-defined statement is crucial for guiding a team toward a solution efficiently. 

Follow these steps to create a compelling problem statement:  

• Identify the Problem: Gather information about the issue through research, observations, or discussions with stakeholders. For customer problem statements, this might include using surveys or customer service calls to gather data on customer pain points. Use templates such as the 5 Ws to thoroughly understand the who, what, when, where, and why of the problem. 
• Explain the Impact: Describe how the problem affects the organization, customers, or stakeholders. Provide data or examples to illustrate the extent of the problem's impact. 
• Analyze the Cause: Investigate and identify the root causes of the problem. Understanding why the problem exists is crucial for finding an effective solution. Keep asking why and drilling down to the root cause to ensure that your problem statement describes the core problem rather than a symptom.
• Set Objectives: Define what a successful solution would look like. Outline the desired outcome and what changes or improvements you aim to achieve. Use financial and other measurable data to illustrate the benefits of your proposed solution.
• Specify Constraints and Requirements: Highlight any limitations — such as budget, time, or resources — that could impact the solution. Also, list any necessary criteria that the solution must meet, providing measurable benchmarks for success. 
• Review and Refine: Once you draft the problem statement, review it to ensure clarity. The statement can be referenced throughout the project to keep work on track, but keep in mind that factors can change, impacting solutions and action plans. Be prepared to pivot as the project progresses.

The key to an effective problem statement lies in its clarity and precision. Keep it succinct, focused on the problem, and free of jargon to ensure that it's accessible to everyone involved. 

For more tools, see this complete collection of free problem statement templates .

How Do You Present a Problem Statement?

Presenting a problem statement is your opportunity to bring the problem to life, engage your audience, and set the stage for collaborative problem-solving. While a written problem statement can be as short as an elevator pitch, stakeholders need context to understand the significance of a problem and the reasoning behind any proposed solutions. 

Here are the elements to include in a problem statement presentation:  

• State the Problem Clearly: Present the problem statement in a clear and concise manner. Use simple language to ensure that everyone understands the issue at hand.
• Discuss Causes and Impact: Briefly introduce the background and relevance of the problem to your audience. Share your insights into the causes of the problem. This helps in building a common understanding of the problem's roots and complexity. Use data, anecdotes, or real-life examples to illustrate the significance of the problem and how it affects the organization, stakeholders, or customers.
• Clarify Outcomes: Clearly state what you aim to achieve by solving the problem. Define the desired outcomes and success criteria to give your audience a clear idea of the direction you propose. Acknowledge any limitations or specific requirements that could influence the approach to solving the problem. This transparency helps in setting realistic expectations.
• Invite Feedback: Encourage your audience to share their thoughts, questions, and suggestions. Foster an open dialogue to promote collaborative problem-solving.
• Conclude With Next Steps: End your presentation by summarizing the key points and outlining next steps to ensure everyone leaves with a clear understanding of the problem and the actions required.

Keep your presentation focused, clear, and interactive to maximize understanding and participation. The goal is not only to present a problem but to motivate and guide your audience toward finding a solution together.

Related Problem-Solving Templates

Using problem-solving templates can transform complex challenges into manageable tasks, guiding you from analysis to actionable solutions. Download one of the problem-solving templates below to clearly define problems, identify root causes, and create more successful outcomes.

Root Cause Analysis Template

This  root cause analysis template provides a comprehensive report with a list of questions to help you identify the cause of an event or issue, identify actions already taken, and recommend preventative strategies.

DMAIC Analysis Template

DMAIC stands for  define, measure, analyze, implement, and  control . This  DMAIC template takes you through this process of defining the problem, measuring its significance, analyzing factors contributing to the problem, identifying potential solutions, and planning to prevent a recurrence of the problem.

5 Whys Template

The 5 Why process is a method for investigating the root cause of a problem by asking why the issue is occurring, then repeating the question until you get to the root cause. Download this  5 Whys template to evaluate a problem and determine corrective actions.

Fishbone Diagram Template

Brainstorm the possible causes of an issue with a  fishbone diagram template. The diagram provides a visual tool for identifying cause-and-effect relationships and getting at the root of an issue.

Corrective Action Plan Template

Use this  corrective action plan template to identify problems, plan action steps to mitigate the issues, and track progress.

For more related templates, including a cause mapping template and an example report, see this full selection of  root cause analysis templates .

Use Smartsheet to Solve Your Project Problems

From simple task management and project planning to complex resource and portfolio management, Smartsheet helps you improve collaboration and increase work velocity -- empowering you to get more done. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed.

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.

Discover a better way to streamline workflows and eliminate silos for good.

8D Problem Solving Template

Subject: template.

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

Related Templates

8D Problem Solving Excel Template 8D Problem solving does not need to be an unstructured problem-solving processes with our 8D…

Pareto (80/20) Template

Pareto Analysis Excel Template Download the Free Microsoft Excel Pareto Graphical analysis template. This template comes with all the formulas…

5S Audit and Action Template

5S Audit and Action Excel Template 5s Audit trend and action tracking Excel template, designed to help businesses streamline their…

Was this helpful?

• -3 more templates
• No results for

Problem Solving Kit

Mona | ManagerHacks

23 templates

About this template

Are you faced with complex problems? The Notion Problem-Solving Toolkit can solve this. A collection of structured techniques from the field of management consulting and innovation, aiming to offer a more methodical approach to problem-solving. All within Notion. Inside, you'll find a range of templates that use well-established techniques like root cause analysis, SWOT, Pareto analysis, Plan-Do-Check-Act, and more. Each template is designed to be adaptable, useful for individual problem-solving or for those leading a team through these processes. It's particularly suited to business owners, managers, consultants, or any professional in need of a streamlined approach to addressing business challenges.

• Personal Productivity
• Product Strategy Doc

About this creator

• Email the creator
• managerhacks.gumroad.com
• instagram.com/manager.hacks
• linkedin.com/in/simdimitrova
• twitter.com/simondela
• managercorner.io

More by Mona | ManagerHacks

Birthday calendar

Team meeting template

More like this

Problem Solving Framework for Engineering Leaders

Mirek Stanek

Problem-Solution Navigator: A Mom Test-Based Interview Template

GrowthHacking.World

Four Points Framework

Related content

Tips to perfect your product requirements document (PRD)

Nate Martins

How Notion built a product management system to align every team

Madhu Muthukumar

Former Chief Product Officer, Notion

Featured in

Problem statement template

Define a clearly articulated problem statement

Use the problem statement template to clearly define and communicate a problem that needs to be addressed. This template helps to identify the scope, context, and significance of the problem with stakeholders in a structured workshop. 

Identify the customer or user having the problem, where the problem occurs, what the problem is, and what’s causing the issue. Then, take these insights and turn them into an actionable, concise problem statement.

The problem statement template helps to:

• Improve problem-solving and team decision-making
• Define expected outcomes for a proposed solution
• Create a guiding principle for a project
• Collaborate with stakeholders and build teamwork
• Build empathy with the end-user

How to use the problem statement workshop

This template can be used in both solo and group settings, either as a solo brainstorming exercise or a guided workshop with team members. Use these steps as a guide to the elements of a problem statement.

1. Identify the target audience

Who is affected by the problem at hand? Is this who will benefit from the solution? What do we know or assume about them?

You may want to conduct a brainstorming session to define the user persona and list out any facts or assumptions you have about them and the problem they’re experiencing.

Pro-tip: Be sure to include any user research or data that can provide further background information.

2. Define the problem

Take some time to ideate and address these questions:

• What is the problem from the user or customer’s point of view?
• Is it easy to explain?
• Is it an actual/real problem?
• What evidence or examples exist of the problem?

3. Provide context for the problem

Describe when and where the problem occurs. Be sure to identify root causes and downstream effects of the problem. What is the context where the user is experiencing the problem? Include any examples or proof of the specific problem.

4. Explain why it matters

Explain why this is a real problem for your customers or users and why the problem is worth solving. Ask the following questions:

• What is the most important value for the user?
• What pain points would a solution help get rid of?
• Why is it worth our investment?
• How does it meet or align to business goals or KPIs?

5. Review each section in the template and draft your problem statement

Use the data, ideas, and work from the previous sections to draft an effective problem statement. Now that you have a clear understanding of the problem, your team can get started on brainstorming a viable solution.

Note: Read our full guide on creating problem statements with problem statement examples .

Tips for running a successful problem statement workshop

• While brainstorming with other team members, turn on Mural's private mode feature to prevent groupthink.
• Use the built-in timer feature to time-block each activity and stay on schedule.
• Problem statements are good for more than just project management! Try using the template for internal uses like strategic planning.

How to create a Problem statement template

Build better problem statements with mural.

Sticky notes & text

Add ideas, action items, and more as a sticky note or text box — then change the colors and cluster to identify patterns and new solutions.

Real-time collaboration

Add more productivity and engagement to meetings and calls with features to guide collaboration.

Find & filter

Search and filter by color, last edited by, and more to unlock patterns and enhance visual collaboration.

Tags on sticky notes

Customizable labels make it easy to find, organize, and categorize your work in a mural.

Flexible permissions

Control access to collaboration features with view-only, edit, and facilitator settings.

Mapping and diagramming

Build quick and easy visualizations of flows, maps, processes, hierarchies, journeys, and more.

Problem statement template frequently asked questions

What is a problem statement, why should you create a problem statement, can a problem statement be a question.

Template by Design Sprint Academy

Design Sprint Academy helps organizations build sustainable products, discover opportunities for innovation & solve their toughest business challenges.

Mural is the only platform that offers both a shared workspace and training on the LUMA System™, a practical way to collaborate that anyone can learn and apply.

More Education templates

Learning experience canvas

Storyboard the student journey

Team breakout

• Product overview
• All features
• Latest feature release
• App integrations

CAPABILITIES

• project icon Project management
• Project views
• Custom fields
• Status updates
• goal icon Goals and reporting
• Reporting dashboards
• workflow icon Workflows and automation
• portfolio icon Resource management
• Capacity planning
• Time tracking
• my-task icon Admin and security
• Admin console
• asana-intelligence icon Asana AI
• list icon Personal
• premium icon Starter
• briefcase icon Advanced
• Goal management
• Organizational planning
• Campaign management
• Creative production
• Content calendars
• Marketing strategic planning
• Resource planning
• Project intake
• Product launches
• Employee onboarding
• View all uses arrow-right icon
• Project plans
• Team goals & objectives
• Team continuity
• Meeting agenda
• View all templates arrow-right icon
• Work management resources Discover best practices, watch webinars, get insights
• Customer stories See how the world's best organizations drive work innovation with Asana
• Help Center Get lots of tips, tricks, and advice to get the most from Asana
• Asana Academy Sign up for interactive courses and webinars to learn Asana
• Developers Learn more about building apps on the Asana platform
• Community programs Connect with and learn from Asana customers around the world
• Events Find out about upcoming events near you
• Partners Learn more about our partner programs
• Asana for nonprofits Get more information on our nonprofit discount program, and apply.

Featured Reads

• Project planning |
• Root cause analysis: Digging to find ef ...

Root cause analysis: Digging to find effective solutions (with examples)

Root cause analysis (RCA) finds the root causes of a problem and helps you identify and implement solutions. Instead of treating surface-level symptoms of a problem, RCA digs deeper and finds the underlying issues. By taking the time to analyze the real reason why a problem is occurring, you can solve the problem for good instead of opting for a quick fix. In this piece, you’ll learn how RCA can be the key to corrective action.

“Let’s get to the root of the problem” is an idiom people commonly use when looking for solutions. This idiom can be visualized in the form of tree roots below the surface. Tree roots aren’t visible, but their growth is obvious above ground. Sometimes this growth is positive and results in a beautiful tree, and sometimes it’s negative—damaging sidewalks and foundations. 

What is root cause analysis?

A root cause analysis (RCA) involves finding the root causes of a problem in order to identify and implement solutions. RCA treats the underlying causes of a problem instead of the surface-level symptoms of the problem itself. 

For example, if your company is suffering from a low retention rate, hiring more team members is a quick solution. But with RCA, you can instead discover why team members aren’t staying with the company so you can increase retention long term. Root causes of low retention rate could include:

Lack of professional development opportunities

Poor team member benefits

Low pay compared to market range

Low team morale

After considering possible root causes, you can use research to determine one or multiple root causes. Once you understand those root causes, it’s easy to implement a solution. RCA addresses problems systematically instead of placing a bandaid over problems and taking the risk that the problem will occur again. 

Key principles of RCA

Root cause analysis can resolve recurring project issues or larger bottlenecks within business processes. If you want to reap the unique benefits of this method, keep these key principles of RCA in mind:

Instead of correcting the symptoms of a problem, focus on its root causes.

Focus less on who caused the problem and more on how and why the problem occurred.

Find cause-and-effect evidence to support the root causes you’ve identified.

Develop an informative action plan to support your solutions.

Consider how you can prevent root causes from reoccurring in the future.

Remember that you can have multiple root causes for a problem, and it’s not out of the ordinary for this to happen. End with the root causes you feel are most accurate and be prepared to tackle them with strong solutions. 

How to perform a root cause analysis

There are various strategies you can use to identify root causes in RCA. Use the steps below to guide your team through the RCA process. 

1. Define the problem

You’ll need a clearly defined problem to perform a root cause analysis. If you have multiple problems you want to solve, it’s best to start with one and perform multiple RCAs to find solutions for each. By tackling one problem at a time, you’ll have a better chance of finding the cause of each issue and addressing it quickly.

Defining your problem also involves getting everyone on the same page. For example, you may want to perform RCA because you think your team is suffering from low productivity. But if your team doesn’t feel like their productivity is low, then you can’t move forward. Because productivity is subjective, you may need to define your problem in a more measurable way and move on to step two where you’ll use evidence to learn more about the problem. 

2. Collect data

You’ll now need to collect evidence to support the idea that the problem exists. You can also use company research to better understand the symptoms of the problem. Questions you should ask during this step include:

How long has the problem existed?

Who is suffering because of this problem?

What is the short-term and long-term impact of this problem?

What are the key symptoms of this problem?

What evidence do we have to support the idea that there’s a problem?

Once you know more about how this issue impacts your company and team members, you can brainstorm potential causes of the problem. 

3. Identify possible root causes

Identifying possible root causes is the most important part of the root cause analysis process. The causes you find in this step will eventually lead you toward a solution and action plan. Common problem-solving strategies include:

Cause-and-effect flow chart: The free root cause analysis template provided below features a cause-and-effect flowchart. This flowchart breaks down the problem into symptoms, possible causes, and actual causes in order to find a logical solution. 

5 whys approach : You can also use the 5 whys approach to get to the root cause of a problem. Instead of taking the problem at face-value, ask "why" until you uncover a process or system that isn't working the way it's supposed to. When you don’t settle for the first answer you land on, you can discover layers of issues that weren’t noticeable right away. 

4. Determine the root cause

To determine the root cause of your problem, you’ll go through as many possible root causes as you can. Once you’ve exhausted every possibility, ask the following questions:

Are there any similarities between the root causes I’ve identified?

Are there reasons to eliminate any of these possible root causes?

Which root cause seems most problematic?

Similar to the strategies you used when looking for possible root causes, there are strategies you can use to get to the actual root cause. These strategies include:

Failure Mode and Effects Analysis (FMEA): FMEA is a tool similar to risk analysis where you’ll look at the possible root causes you’ve identified and eliminate the ones that are most likely to result in failure later on. 

Impact analysis: Use an impact analysis to assess the positive and negative impacts of each possible root cause you’ve identified. When you make this hypothetical pro and cons list for each cause, you can feel more confident narrowing down your list.

You may struggle to identify a singular root cause of your problem, and that’s okay. If you think your problem has multiple contributing factors, don’t feel pressured to choose just one to solve. It’s nice to streamline your action plan, but sometimes you’ll need to create multiple plans to address an issue.

5. Implement solutions

Once you’re confident in the root causes you’ve identified, it’s time to find solutions for these causes and take action. The solutions you come up with should address the root cause, but as a result, these solutions will work their way back up the chain and address your initial problem. 

Ask yourself these questions when developing solutions:

How will we implement this solution if we choose it?

What roadblocks will we face when implementing this solution?

How long will it take to implement this solution?

Who will implement this solution?

Could implementing this solution lead to other problems?

Once you’re ready to create your implementation plan , make sure it’s shared in a tool that all stakeholders can view. Project management software makes it easy for your team to collaborate and coordinate deliverables as needed. It may take several weeks to implement your plan, which means some of your objectives may become dependent on other milestones. Use Gantt charts to view project dependencies and collaborate in real-time.

Root cause analysis template and example

An RCA template makes performing root cause analysis simpler because you can visualize your problem and its underlying causes in flowchart form. Just like the roots of a tree, this cause-and-effect flow chart expands in different directions from the initial problem. 

If you follow the root cause analysis example below, you’ll see how the template begins with one problem and then breaks down into the symptoms the problem displays. From the symptoms, the root cause analysis template helps you determine possible root causes before settling on actual root causes and finding solutions. 

In this example, the company is suffering from a loss of website views. The root cause analysis flows as follows:

Website views are down

Reduction in brand visibility

Lack of online purchases

Low domain authority

Possible root causes:

Technical issues with our website

Competitor ranking higher in SERPs

Customers don’t like our product

Customers can’t find our website to make purchases

Poor quality content

Irrelevant backlinks

Actual root causes:

Lack of SEO content

Website isn’t ranking in the SERPs

Lack of relevant keywords

Revamp content

You can download a free root cause analysis template below and use it to identify possible causes and solutions for problems you’re experiencing at work. An RCA template can help you address underlying issues that may not have been obvious at first.

Root-cause analysis tools and methods

Root cause analysis stands as a cornerstone in continuous improvement and risk management efforts. It offers a systematic process to unearth the real root causes of problems or incidents. 

By going beyond symptoms, root cause analysis tools empower RCA teams to delve into the deeper, underlying causes of issues. This deep dive doesn't just lead to temporary fixes; it leads to more effective, long-term resolutions—transforming challenges into opportunities for lasting improvement.

Pareto charts

Pareto analysis, based on the Pareto Principle (also known as the 80-20 rule ), is a decision-making technique that helps in identifying the tasks or problem areas with the biggest payoffs. Pareto analysis is particularly effective when there are multiple causes leading to a single effect. This method is widely applied in various business and organizational sectors, helping to prioritize actions that have the greatest impact.

The 5 Whys method is an iterative interrogative method used to analyze the cause-and-effect relationships underlying a specific problem. It involves repeatedly asking the question "Why?" to peel away layers of symptoms, leading to the real root cause of a problem. The Five Whys technique is widely used in lean methodologies to solve problems, reduce costs, and improve quality.

Ishikawa fishbone diagram

The fishbone diagram, also known as the Ishikawa diagram, is a visual way to look at cause and effect. It helps in brainstorming to detect potential root causes of a problem and is used for product design and quality management. The Ishikawa diagram displays the effect or problem at the mouth of the fish, with potential causes added to the smaller "bones."

Fault tree analysis

Fault tree analysis is a graphical tool that uses Boolean logic—in which the answers to every question are "yes" or “no"—to determine the cause of system-level failures. It's suitable for risk assessment in industries like pharmaceuticals, aerospace, and software engineering. The tool arranges events in sequences and uses logic symbols to show dependencies among events.

Failure Mode and Effective Analysis (FMEA)

FMEA involves reviewing components, subsystems, and assemblies to find weak links in a system and their causes and effects. Developed in the late 1950s, it is both a quantitative and qualitative analysis method used in designing products, processes, or services and for creating control plans for new or modified processes.

Scatter diagram

The scatter diagram is a graphical tool that plots pairs of numerical data, with one variable on each axis, to examine the relationship between them. When variables are correlated, the points will align along a line or curve. How closely the points cluster around the line indicates the strength of the correlation. This root cause analysis tool is regarded as one of the seven basic quality tools and is essential in determining the relationships between different variables in root cause analysis.

DMAIC template

DMAIC, standing for Define, Measure, Analyze, Improve, and Control, is a structured approach used in Six Sigma to optimize processes. It provides quantifiable evidence of improvements and is a repeatable and easy-to-understand method for detecting issues and developing solutions. This template is excellent for project managers and RCA teams.

8D report template checklist

The 8D report template is used for detailed root-cause analysis based on eight disciplines of problem-solving. It's widely used in industries influenced by customer feedback, such as automotive and healthcare. The template helps in identifying and eradicating the problem, focusing on the "escape point," which represents the point when the issue first went undetected.

Events and causal factor analysis

Events and causal factor analysis identifies the sequence of events and the causal factors that led to an issue or problem. This analysis focuses on understanding the chronological order of events and the specific conditions or actions that contributed to the problem. A cause-and-effect diagram is particularly useful in complex situations where multiple factors interact to cause an issue. 

Change analysis

Change analysis is a key component of effective root cause analysis, particularly in quality management and continuous improvement efforts. This method involves examining and comparing the situation or system before and after the occurrence of a problem. 

By identifying what changed, you can isolate causal factors more accurately. Change analysis is valuable in scenarios where the issue emerged following alterations in processes, materials, personnel, or equipment, helping to pinpoint the real root cause of the problem swiftly.

Barrier analysis

Barrier analysis is a problem-solving process that examines the controls and barriers that were in place to prevent an incident and why those safety checks failed. By analyzing the breakdown or absence of these barriers, root cause analysis teams can identify human error, system flaws, and other potential root causes. Barrier analysis contributes to the development of more robust systems and processes, preventing future occurrences of similar issues.

Tips for conducting an effective root cause analysis

Have you ever wondered how to not only solve problems but also prevent them from recurring? Root cause analysis methods are the key. These methods go into the heart of issues, address their underlying causes, and pave the way for lasting improvements. 

This approach doesn't just offer a temporary fix; it ensures the same problems don’t resurface, fostering continuous improvements in processes and outcomes.

Encourage team collaboration

Promoting team collaboration can significantly enhance the effectiveness of root cause analysis. Diverse perspectives and expertise contribute to a more comprehensive understanding of the issue and the development of effective solutions.

Example: Consider a manufacturing company facing frequent equipment breakdowns. By forming a cross-functional RCA team with members from engineering, maintenance, and operations, they can pool their insights to identify the root cause. 

An engineer may pinpoint a design flaw, while a maintenance worker could identify wear and tear issues, and an operator might highlight operational errors. This collaborative approach leads to a comprehensive problem statement that results in a multifaceted and effective solution.

Ask open-ended questions

Open-ended questions are key in root-cause analysis. Asking questions encourages a detailed exploration of the issue, allowing team members to consider various possibilities and delve deeper into the underlying causes.

Example: In a healthcare setting, if there's a rise in patient readmissions, asking open-ended questions like "What are the common factors among these readmissions?" or "How do our discharge processes vary for patients who are readmitted?" can reveal deeper issues. 

These questions could uncover that certain discharge procedures aren't being followed consistently, leading to the root cause of inadequate patient education at discharge.

Avoid blame

An essential aspect of successful root cause analysis is focusing on the process and not on individual blame. Concentrating on the "why" and "how" of the problem rather than "who" was responsible creates an environment conducive to genuine problem-solving and improvement.

Example: In a software development team experiencing frequent project delays, focusing on the process rather than blaming individuals can be more productive. By analyzing the “why” and “how,” such as asking, "Why are these delays happening?" or "How can we optimize our project management strategies?" they might discover that the root cause is not individual incompetence but an unrealistic timeline or unclear communication channels. 

This shift from blame to process-oriented thinking helps create a more effective and harmonious problem-solving environment.

Turn solutions into action with workflows

RCA doesn’t come with instant results, but getting to the root cause of a problem solves it for good. After coming up with an effective solution, you’ll need to put a plan into action. Asana workflows provide a single source of truth to set goals, monitor progress, and watch your problems fade in real-time.

Related resources

New site openings: How to reduce costs and delays

Provider onboarding software: Simplify your hiring process

15 creative elevator pitch examples for every scenario

Timesheet templates: How to track team progress

Pardon Our Interruption

As you were browsing something about your browser made us think you were a bot. There are a few reasons this might happen:

• You've disabled JavaScript in your web browser.
• You're a power user moving through this website with super-human speed.
• You've disabled cookies in your web browser.
• A third-party browser plugin, such as Ghostery or NoScript, is preventing JavaScript from running. Additional information is available in this support article .

To regain access, please make sure that cookies and JavaScript are enabled before reloading the page.