5W2H Action Plan


Pipefy’s 5W2H Action plan template is designed to help you build an action plan using the 5W2H tool, answering necessary questions and then writing a report.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  1. Issue that needs solving
  2. Date


  1. What?
  2. Why?
  3. Where?
  4. When?
  5. Who?
  6. How?
  7. How much?

Action plan

  1. Based on the questions answered in the previous phase, what are the actions to be taken?
  2. Due date


  1. Did the plan work as planned?
    • Yes
    • No
  2. How well did the plan go? How was the issue handled?
  3. What can be improved?


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