Six Sigma Tools for continuous quality improvement


8D Report – Corrective Action Plan

Corrective Action Form using 8 disciplines to systematically focus your team's problem solving skills

8d Problem Solving System

The 8D form provides a systematic way for a team to resolve an issue that has uncertain root causes — in a way that ensures that root causes have been identified and verified — and that both interim and permanent corrective actions are validated for effectiveness and instituted in a way that prevents a similar situation from ever recurring or escaping again.

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When is 8D the right problem solving process?

The 8 D methodology is appropriate in situations where the root cause is uncertain.

You are better off using a simple Supplier Corrective Action Request or other problem-solving techniques if concerns center primarily on decision making or problem prevention.

Compare problem solving methods.

3 Problem Solving Worksheets

8D Report

Worksheet 1)
the 8D template

The primary Corrective Action Plan template serves as a summary for:

  • Header information
  • Release and approval status
  • Each of the 8 steps

8 disciplines
of problem solving

  1. Establish the team
  2. Define the problem
  3. Implement & verify Interim Containment Action(s)
  4. Determine root cause(s)
  5. Identify & verify proposed
    Permanent Corrective Action(s)
  6. Implement & validate
    Permanent Corrective Action(s)
  7. Prevent recurrence
  8. Congratulate the team
8D Problem Solving Worksheet

Worksheet 2)
Problem Analysis

All problem solving strategies are useless if the presenting problem is not clearly defined, and the ultimate root causes are not systematically revealed.

Those are the purposes of the second worksheet —
to apply very thorough and systematic problem solving methods — without cluttering up the the clean looking primary 8d report.

What, where, when, and how big IS the problem?
And (equally importantly) IS NOT the problem?

What's different? What might be causes of those differences? What might be the root causes? How can those theories be verified — to ensure that these truly are the root causes?

Your 8d template also provides easy ways to link to related documents — like a fishbone diagram, brainstorming template, Pareto chart, or standard work.

8d form - action

Worksheet 3) Action List

Problem solving techniques often restrict the user to one fixed approach for every situation — forcing the user to fill in fields that may not make sense for the current type of creative problem solving situation.

While some of this is unavoidable, the Systems2win 8d report is intentionally designed to provide more flexibility than any problem solving system you have probably seen.

One key to this flexibility is the separation of the summary 8d form from the Action List — avoiding the common mistake of commingling the 2 concepts in insipid ways that seem to make sense at first, and then tangle the user's thoughts when approaching a different type of problem — for example, trying to resolve an internal corrective action while using a form designed for supplier corrective action.

Like every Systems2win template — you can use everything you already know about Excel to personalize your template to be exactly the way YOU need it for THIS problem.

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Team Roles for creative problem solving

When you make your list of team members on the 8D worksheet, those names automatically appear in the dropdown lists in the Action worksheet.

The 2 roles that are common to every team are:

  1. Team Leader — Responsible for leading the team (and usually authoring the 8d report)
  2. Champion — Manager or Executive that has ultimate responsibility for resolving this issue

The Relationship between 8D and FMEA





Learn more
about FMEA

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Suggested Readings & Resources


Is it your job to put out fires?
or to prevent them?

This Corrective Action Plan template comes bundled
with all the other
Six Sigma Excel templates



and you can empower every team member
with steep quantity discounts

Distribute to unlimited users

Using the button to ‘Generate a Working Document'

In February 2014, we released the new version of the 8D template
that has a special button on the Help sheet called Generate a Working Document.

Click that button to generate a fully functional working document that can be used in ANY version of Excel (including Macintosh, tablets, etc) — even by users that do not own a license for Systems2win.
(perhaps your suppliers)

Using PDF

Another way to publish ANY of your 150+ Systems2win templates
to make available to unlimited users that don't own Systems2win
is to follow our online training for how to use free PDF writing software.

And your PDF's can even include active hyperlinks that your users can click to open related documents.

Most of our customers find it best to use the button to Generate a Working Document (in Excel format).



This 8D template comes with the Six Sigma bundle

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