5W2H Action Plan


Pipefy’s 5W2R 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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