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When using any problem solving tool or method, one early step is to clearly define the problem.
Use your Problem Analysis template to thoroughly analyze:
Sample Problem Analysis Example
How to use your
Find and open your template
Find and open your Is Is Not template
in the same way that you find and open your other 150+ Systems2win templates.
Save your working document
following the usual document storage and naming conventions established by your leaders
Open a Blank Sheet
When you're ready to start doing your own real work...
click the button to 'Open a Blank Sheet'
Excel Ribbon > Systems2win tab > Open a Blank Sheet
This blank sheet is where you will do your real work
(not on the Sample sheet)
Rename your new sheet.
Or... Insert Sheet
As an alternative to opening a stand-alone document (as instructed above), you also have the option to Insert Sheet into any other Excel workbook.
If English is not your preferred language
Switch to your language, just like every Systems2win Excel template.
Now your team is ready to start doing
Enter header data
Brief description of the primary purpose of this document.
The Author is the one person (or team) authorized to make changes to this document.
To change date format: Right-click > Format Cells > Number tab
Any data that you want at the top of your document.
Tip: Hide unused rows. Or copy this row for unlimited user-defined header data.
Enter your problem analysis data in each of the columns in the sections for What, Where, When, and Who...
Add / remove / edit your own questions that might be relevant to the puzzle you are solving.
Tip: If you want to change a default Question, simply overwrite the VLOOKUP formula with your text.
What, where, when, how big IS the problem?
What, where, when... is the problem manifesting?
What is different, unique, special, or true when you compare the IS to the IS NOT?
Has anything changed? (in, on, around, or about) When?
You'll get a lot more out of this training if you have your Is Is Not template open in front of you
See the Help and Sample sheets for examples, learning exercises, pop-up help, Excel tips, and other training aids
If more than 1 Difference per Factor - insert rows.
Possible Cause Theories
How might this difference have caused this problem?
These theories are starting points (not replacements) for root cause analysis.
If you have more than one Theory per Difference - insert rows.
Perhaps use this column to summarize 5 Whys Analysis for Possible Cause Theories.
Or perhaps use this column for your Action Plan (if you didn't insert an Action List sheet).
Hide the User Field column if not used.
Or copy it for unlimited user-defined columns.
Additional Documentation of the Problem
Optionally insert photos, sketches, flowcharts, or other visual illustrations to clarify the problem.
Optionally link to related documents.
Problem Summary Statement
Succinctly summarize your Problem Statement.
(from the IS column)
Tip: You can increase the size of the Snap To Grid textbox by resizing or inserting rows.
with many other useful problem solving tools
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New User Training
Your Systems2win templates come with free New User Training
to quickly learn features that are common to all 150+ templates