5W2H Action Plan

Template

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.

Start form

  1. Issue that needs solving
  2. Date

5W2H

  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

Report

  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?

Done

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