8D Analysis Template

Use this 8D Analysis Template to address problems, employing the Eight Disciplines method for effective root cause analysis and corrective action planning.

8D Analysis Template



D0 - Prepare For The 8D Process

1. Is the necessity for emergency response actions evaluated?


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2. If an emergency response action is taken, is it verified?


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3. If an emergency response action is taken, is it validated?


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4. Are the symptom(s) defined and quantified?


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5. Are the 8D customer(s) who experienced the symptom(s) and the affected parties, identified and notified?


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6. Are measurements taken to quantify the symptom(s) demonstrate that a performance gap exists and/or that priority (severity, urgency, and growth) of the symptom warranted initiation of the 8D process?


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7. Is the cause of the problem unknown?


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8. Is the management committed to dedicating the necessary resources, fixing the problem at the root cause level, and preventing recurrence?


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9. Does the symptom complexity exceed the ability of one person to resolve the problem?


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10. Does the new 8D not duplicate an existing 8D?


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11. Are the measurables reviewed?


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12. Is the need for a service action determined?


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D1 - Establish The Team

1. Are people affected by the problem represented on the team?


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2. Is the Champion of the team identified?


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3. Is the Team Leader identified?


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4. Is the team large enough to include all necessary input, but small enough to act effectively?


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5. Does the team membership reflect the problem’s current status?


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6. Do the team members agree on the membership?


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7. Is adequate team building done to build relationships with team members?


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8. Is the need for a facilitator to coach the process and manage team consensus considered?


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9. Are special skills or experience that the team requires available?


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10. Are the team’s goals and membership roles clarified?


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11. Do all individual members agree with and understand the team’s goals?


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12. Does the team have sufficient decision-making authority to accomplish its goals?


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13. Is preparation adequate to help team members focus on the team’s activities?


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14. Are meeting agendas prepared, and is the team informed of each meeting’s agenda?


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15. Is a regular team meeting time and place established?


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16. Is the team meeting room user-friendly?


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17. Are communication plans developed for both internal and external team information?


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18. Is the 8D Report updated?


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D2 - Describe The Problem

1. Is the question “What’s wrong with what?” looked into?


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2. Are repeated “whys” used when asking: “Do we know for certain why this is occurring”?


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3. Is a specific problem statement defined (object and defect)?


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4. Is Is/Is Not Analysis performed (what, where, when, how big)?


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5. Is prior experience considered to determine if this problem has appeared before?


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6. Is the current process flow identified?


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7. Are changes from the original process flow evaluated?


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8. Is the process detail reviewed to determine where this problem first appeared?


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9. Are the engineering system design and system delivery studied, and are the system functions and interactions between components in the system understood?


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10. Are problem pattern(s) considered/evaluated?


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11. Are similar components and/or parts reviewed for the same problem?


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12. Is all required data collected and analyzed?


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13. Is the effect of the ERA on the data evaluated?


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14. Is the physical evidence of the problem obtained?


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15. Is a Cause & Effect Diagram completed?


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16. Is a determination made as to whether this problem describes a “something changed” or a “never been there” situation?


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17. Is the problem description conformed to what the customer(s) and affected party(s) are experiencing?


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18. Is the necessity of reviewing the problem with executive management evaluated?


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19. Is consideration made for setting aside financial reserves?


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20. Are moral, social, or legal obligations related to this problem considered?


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21. Are all changes (e.g., FMEA, Control Plan, Process Flow) documented?


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22. Is the team composition reconsidered?


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23. Are measurables reviewed?


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24. Is the need for a service action determined?


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25. Is The 8D Report updated?


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D3 - Develop Interim Containment Action (ICA)

1. Are the Interim Containment Actions verified for effectiveness before implementation?


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2. Are the Interim Containment Actions validated?


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3. Are actions monitored while being used?


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4. Do interim containment actions include the identification and segregation of all products in all possible locations? (warehouse, in transit, on hold, WIP, etc.)


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5. Do interim containment actions include an acceptable method of identification of the product?


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6. Are all changes documented (e.g., FMEA, Control Plan, Process Flow)?


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7. Is the team composition reconsidered?


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8. Are measurables reviewed?


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9. Is the 8D Report updated?


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D4 - Define And Verify The Root Cause And Escape Point

1. Is the factual information in the problem description (Is/Is Not) updated?


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2. Are differences unique to the “Is” when compared to the companion “Is Not” identified?


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3. Are changes in or around the difference uncovered for a “Change-Induced” problem?


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4. Are the theories developed tested against all the facts at D2?


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5. Does the most likely cause account for all the facts at D2?


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6. Is the root cause verified passively and actively?


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7. Are all changes documented (e.g., FMEA, Control Plan, Process Flow)?


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8. Is the team composition reconsidered?


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9. Are measurables reviewed?


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10. Is the 8D Report updated?


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D5 - Choose & Verify Permanent Corrective Actions (PCAs) For Root Cause And Escape Point

1. Are criteria established for choosing a PCA for root cause and escape point? (cost, timing, complexity, resources, etc.)


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2. Does the champion agree with the PCA criteria?


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3. Does the team possess the right experience to choose the best PCA (Probable Cause Analysis)?


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4. Is a full range of alternatives considered for the PCA?


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5. Are the features and benefits preserved?


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6. Are the risks associated with this decision managed?


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7. Does the champion concur with the selection of the PCA?


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8. Is there evidence or proof that the actions taken will resolve the problem at the root cause level? (PCA Verification)


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9. Have the verification methods made allowances for variations in the frequency or patterns created by the cause?


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10. Have the verification methods evaluated the PCA over the full range of production variation and operating conditions?


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11. Is a Risk Analysis conducted on the selected PCA?


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12. Are the customer and affected parties consulted on the selected PCA, if required?


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13. Does the ICA continue to be effective until the PCA can be implemented?


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14. Are departments or other organizations that need to be involved in the planning and implementation of this PCA identified?


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15. Are actions considered to improve the ICA before PCA implementation?


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16. Are all changes documented (e.g., FMEA, Control Plan, Process Flow)?


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17. Is the team composition reconsidered?


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18. Are measurables reviewed?


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19. Is the 8D Report updated?


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D6 - Implement And Validate Permanent Corrective Actions (PCAs)

1. Is PCA implementation support from other departments/organizations evaluated?


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2. Are representatives from the relevant departments/other organizations included in the team to plan and implement the PCA?


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3. Is consideration given to the need for customer and supplier involvement and are the responsible parties identified?


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4. Is an action plan defined (responsibilities assigned; timing established; required support determined)?


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5. Is consideration, specifically in the context of Problem Prevention Planning, given to potential issues at each step of the plan?


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6. Is the trigger (date or event) for the contingent actions identified?


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7. Is the progress of the PCA plan effectively monitored?


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8. Is there a specific date included in the plan for the removal of the ICA?


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9. Is the plan effectively communicated to those who need to know?


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10. Is the training required for plan implementation determined?


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11. Does the champion agree with the plan?


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12. Are measurable(s) identified for validating the outcome of the PCA (pre-customer and customer)?


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13. Have validation measurables proven that the unwanted effect has been eliminated?


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14. Are long-term results continuing to be monitored?


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15. Has the customer confirmed that the PCA is effective?


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16. Are all changes documented (e.g., FMEA, Control Plan, Process Flow)?


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17. Is the team composition reconsidered?


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18. Are measurables reviewed?


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19. Is the 8D Report updated?


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D7 - Prevent Recurrence

1. Is the identification process determined by how and where this problem entered the process?


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2. Is there confirmation regarding why the problem occurred at that specific point and why it was not detected?


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3. Is the confusion or lack of knowledge contributed to the creation of the root cause and escape considered?


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4. Are policies, methods, procedures, and systems identified that allowed this problem to occur and escape?


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5. Are individuals and organizations identified as responsible for design improvements in any of the systems, policies, methods, and procedures that resulted in this root cause and escape?


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6. Is the best way to trial-run these improvements determined?


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7. Are plans written to coordinate preventive actions and standardize the practice?


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8. Does the champion concur with the identified preventive actions and plans?


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9. Is a method for communicating to those affected by the changes in the new practice determined?


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10. Are progress checkpoints identified to assess system improvements?


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11. Are the management policies, systems, or procedures that allowed this problem to occur and are beyond the scope of the current Champion, identified?


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12. Is the responsibility for these practices that are beyond the scope of the current champion established?


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13. Are appropriate technical lessons developed and submitted to the lessons learned database?


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14. Are all changes documented (e.g., FMEA, Control Plan, Process Flow)?


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15. Are measurables reviewed?


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16. Is the 8D Report updated?


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D8 - Recognize The Team And Individual Contributions

1. Is the 8D report updated and published?


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2. Are all relevant stakeholders, including the customer, informed of the status of this 8D?


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3. Are the 8D reports and attachments retained in the historical file system?


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4. Are all current and past team members recognized?


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5. Are significant contributions by individual team members identified?


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6. Are the opportunities evaluated to provide recognition from the leader to team, team member to team member, team to leader, team to champion?


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7. Are different ways to communicate the recognition message considered?


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8. Are contributions by non-team members to the 8D process considered for recognition?


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9. Are opportunities for team publicity considered (e.g., company newsletter)?


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10. Does the recognition satisfy the criteria of fit, focus, and timeliness?


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11. While D8 is intended to be positive, is the possibility of it backfiring and turning into a negative outcome considered?


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12. Are the team processes evaluated, and lessons learned identified?


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Checklist by GoAudits.com – Please note that this checklist is intended as an example. We do not guarantee compliance with the laws applicable to your territory or industry. You should seek professional advice to determine how this checklist should be adapted to your workplace or jurisdiction.

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