Eight disciplines problem solving


Pipefy’s Eight Disciplines Problem Solving Template is designed for quality control teams that want to use this tool to resolve problems in the company, and want something to keep track of the process.

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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. Start with what is considered the first step of the 8D methodology: Prepare for problem solving!
  2. Identified problem
  3. Problem description

1D – Team Building

Assemble a team.

  1. Put together a team
  2. Team members’ role description
  3. Tip: Create a pipe with the assignments and define the responsible for each of them.

2D – Problem Spotting

Time to detail the problem.

  1. Problem origin
    • External
    • Internal
  2. WHO is affected by the problem?
  3. WHEN the problem started?
  4. WHERE did it happen?
  5. WHY did this problem happen?
  6. HOW did it happen?
  7. HOW MUCH this problem is costing?
  8. Final problem definition
  9. Does the problem need immediate containment?
    • Yes
    • No

3D – Interim Containment

Time to contain the problem!

  1. Containment plan
  2. When will it be deployed?
  3. People responsible for the plan
  4. Plan ending criteria
  5. Expected results
  6. The team must:
    • Inform the clients about the containment plan.
    • Monitor the results to see if they are efficient.

4D – Root Causes

Let’s identify the root cause of the problem.

  1. 5 Whys analysis
  2. 6M Method (Ishikawa)
    • Man or Manpower
    • Machine
    • Materials
    • Method
    • Measurement
    • Environment
  3. After the analysis performed, what is the problem root cause?

5D – Corrective actions

Define what corrective actions to take.

  1. Brainstorm possible solutions
  2. Final solution defined
  3. Plan to implement the solution

6D – Corrective actions validation

Check whether the corrective actions work.

  1. Were the corrective actions applied?
    • Yes
    • No
  2. Corrective actions current status
  3. Required improvements
  4. Has the solution worked?
    • Yes
    • No

7D – Preventive actions

Take preventive actions so the problem does not happen again.

  1. Preventive actions
    • Integrate the solution into the process.
    • Analyze ways to prevent similar problems in the future.
    • Identify changes to improve processes and systems at the highest level.
    • Share the acquired knowledge throughout the organization.
    • Document the error-proofing processes used.

8D – Acknowledge your team

Wrap up and thank your team.

  1. Write a final report.


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