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8D Problem Solving Process

Solving major problems in a disciplined way.

By the Mind Tools Content Team

(Also known as Global 8D Problem Solving)

When your company runs into a major problem, you need to address it quickly. However, you also need to deal with it thoroughly and ensure that it doesn't recur – and this can take a lot of effort and elapsed time.

The 8D Problem Solving Process helps you do both of these seemingly-contradictory things, in a professional and controlled way. In this article, we'll look at the 8D Problem Solving Process, and we'll discuss how you can use it to help your team solve major problems.

Origins of the Tool

The Ford Motor Company® developed the 8D (8 Disciplines) Problem Solving Process, and published it in their 1987 manual, "Team Oriented Problem Solving (TOPS)." In the mid-90s, Ford added an additional discipline, D0: Plan. The process is now Ford's global standard, and is called Global 8D.

Ford created the 8D Process to help teams deal with quality control and safety issues; develop customized, permanent solutions to problems; and prevent problems from recurring. Although the 8D Process was initially applied in the manufacturing, engineering, and aerospace industries, it's useful and relevant in any industry.

The eight disciplines are shown in figure 1, below:

Figure 1: The 8D Problem Solving Process

The 8D Process works best in teams tasked with solving a complex problem with identifiable symptoms. However, you can also use this process on an individual level, as well.

Applying the Tool

To use the 8D Process, address each of the disciplines listed below, in order. Take care not to skip steps, even when time is limited; the process is only effective when you follow every step.

Discipline 0: Plan

Before you begin to assemble a team to address the problem, you need to plan your approach. This means thinking about who will be on the team, what your time frame is, and what resources you'll need to address the problem at hand.

Discipline 1: Build the Team

You should aim to put together a team that has the skills needed to solve the problem, and that has the time and energy to commit to the problem solving process.

Keep in mind that a diverse team is more likely to find a creative solution than a team of people with the same outlook (although if outlooks are too diverse, people can spend so much time disagreeing that nothing gets done).

Create a team charter that outlines the team's goal and identifies each person's role. Then, do what you can to build trust and get everyone involved in the process that's about to happen.

If your team is made up of professionals who haven't worked together before, consider beginning with team-building activities to ensure that everyone is comfortable working with one another.

Discipline 2: Describe the Problem

Once your team has settled in, describe the problem in detail. Specify the who, what, when, where, why, how, and how many; and use techniques like CATWOE and the Problem-Definition Process to ensure that you're focusing on the right problem.

Start by doing a Risk Analysis – if the problem is causing serious risks, for example, to people's health or life, then you need to take appropriate action. (This may include stopping people using a product or process until the problem is resolved.)

If the problem is with a process, use a Flow Chart , Swim Lane Diagram , or Storyboard to map each step out; these tools will help your team members understand how the process works, and, later on, think about how they can best fix it.

Discovering the root cause of the problem comes later in the process, so don't spend time on this here. Right now, your goal is to look at what's going wrong and to make sure that your team understands the full extent of the problem.

Discipline 3: Implement a Temporary Fix

Once your team understands the problem, come up with a temporary fix. This is particularly important if the problem is affecting customers, reducing product quality, or slowing down work processes.

Harness the knowledge of everyone on the team. To ensure that each person's ideas are heard, consider using brainstorming techniques such as Round Robin Brainstorming or Crawford's Slip Writing Method , alongside more traditional team problem solving discussions.

Once the group has identified possible temporary fixes, address issues such as cost, implementation time, and relevancy. The short-term solution should be quick, easy to implement, and worth the effort.

Discipline 4: Identify and Eliminate the Root Cause

Once your temporary fix is in place, it's time to discover the root cause of the problem.

Conduct a Cause and Effect Analysis to identify the likely causes of the problem. This tool is useful because it helps you uncover many possible causes, and it can highlight other problems that you might not have been aware of. Next, apply Root Cause Analysis to find the root causes of the problems you've identified.

Once you identify the source of the problem, develop several permanent solutions to it.

If your team members are having trouble coming up with viable permanent solutions, use the Straw Man Concept to generate prototype solutions that you can then discuss, tear apart, and rebuild into stronger solutions.

Discipline 5: Verify the Solution

Once your team agrees on a permanent solution, make sure that you test it thoroughly before you fully implement it, in the next step.

• Conducting a Failure Mode and Effects Analysis (FMEA) to spot any potential problems.
• Using Impact Analysis to make sure that there will be no unexpected future consequences.
• Using Six Thinking Hats to examine the fix from several different emotional perspectives.

Last, conduct a Blind Spot Analysis to confirm that you and your team haven't overlooked a key factor, or made an incorrect assumption about this solution.

Discipline 6: Implement a Permanent Solution

Once your team reaches a consensus on the solution, roll your fix out. Monitor this new solution closely for an appropriate period of time to make sure that it's working correctly, and ensure that there are no unexpected side effects.

Discipline 7: Prevent the Problem From Recurring

When you're sure that the permanent solution has solved the problem, gather your team together again to identify how you'll prevent the problem from recurring in the future.

You might need to update your organization's standards, policies, procedures, or training manual to reflect the new fix. You'll likely also need to train others on the new process or standard. Finally, you'll need to consider whether to change your management practices or procedures to prevent a recurrence.

Discipline 8: Celebrate Team Success

The last step in the process is to celebrate and reward your team's success . Say "thank you" to everyone involved, and be specific about how each person's hard work has made a difference. If appropriate, plan a party or celebration to communicate your appreciation.

Before the team disbands, conduct a Post-Implementation Review to analyze whether your solution is working as you thought, and to improve the way that you solve problems in the future.

In the late 1980s, Ford Motor Company developed the 8D (8 Disciplines) Problem Solving Process to help manufacturing and engineering teams diagnose, treat, and eliminate quality problems. However, teams in any industry can use this problem solving process.

The eight disciplines are:

• Build the Team.
• Describe the Problem.
• Implement a Temporary Fix.
• Identify and Eliminate the Root Cause.
• Verify the Solution.
• Implement a Permanent Solution.
• Prevent the Problem From Recurring.
• Celebrate Team Success.

The 8D Problem Solving Process is best used with a team solving complex problems; however, individuals can also use it to solve problems on their own.

Ford is a registered trademark of the Ford Motor Company: https://www.ford.com/

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What is 8D? A template for efficient problem-solving

How you respond when problems arise is one of the most defining qualities of a manager. Luckily, there are tools you can use to master problem-solving. The 8D method of problem-solving combines teamwork and basic statistics to help you reach a logical solution and prevent new issues from arising.

You’ve spent months overseeing the development of your company's newest project. From initiation, planning, and execution, you’re confident this may be your best work yet.

Until the feedback starts rolling in.

There’s no sugar-coating it—things don’t always go as planned. But production or process issues are hardly a signal to throw in the towel. Instead, focus on honing your problem-solving skills to find a solution that keeps it from happening again. 

The 8D method of problem solving emphasizes the importance of teamwork to not only solve your process woes but prevent new ones from occurring. In this guide, we’ll break down what 8D is, how to use this methodology, and the benefits it can give to you and your team. Plus, get an 8D template to make solving your issue easier. 

What is 8D?

The eight disciplines (8D) method is a problem-solving approach that identifies, corrects, and eliminates recurring problems. By determining the root causes of a problem, managers can use this method to establish a permanent corrective action and prevent recurring issues. 

How do you use the 8D method?

The 8D method is a proven strategy for avoiding long-term damage from recurring problems. If you’re noticing issues in your workflow or processes, then it’s a good time to give this problem-solving method a try. 

To complete an 8D analysis, follow “the eight disciplines” to construct a statistical analysis of the problem and determine the best solution.

The eight disciplines of problem-solving

8D stands for the eight disciplines you will use to establish an 8D report. As you may notice, this outline starts with zero, which makes nine total disciplines. The “zero stage” was developed later as an initial planning stage. 

To illustrate these steps, imagine your organization experienced a decline in team innovation and productivity this past year. Your stakeholders have noticed and want to see changes implemented within the next six months. Below, we’ll use the 8D process to uncover a morale-boosting solution.

D0: Prepare and plan

Before starting the problem-solving process, evaluate the problem you want to solve. Understanding the background of the problem will help you identify the root cause in later steps. 

Collect information about how the problem has affected a process or product and what the most severe consequences may be. Planning can include:

Gathering data

Determining the prerequisites for solving the problem

Collecting feedback from others involved

If we look back at our example, you may want to figure out whether this decline in morale is organization-wide or only applies to a few departments. Consider interviewing a few employees from different departments and levels of management to gain some perspective. Next, determine what knowledge and skills you will need to solve this lapse in productivity. 

D1: Form your team

Create a cross-functional team made up of people who have knowledge of the various products and workflows involved. These team members should have the skills needed to solve the problem and put corrective actions in place. 

Steps in this discipline may include:

Appointing a team leader

Developing and implementing team guidelines

Determining team goals and priorities

Assigning individual roles

Arranging team-building activities

From our example, a solid team would consist of people with first-hand experience with the issues—like representatives from all departments and key people close to workshop-level work. You may also want to pull someone in from your HR department to help design and implement a solution. Most importantly, make sure the people you choose want to be involved and contribute to the solution.

D2: Identify the problem

You may have a good understanding of your problem by now, but this phase aims to break it down into clear and quantifiable terms by identifying the five W’s a and two H’s (5W2H):

Who first reported the problem?

What is the problem about?

When did it occur and how often?

Where did it occur (relating to the sector, supplier, machine, or production line involved)?

Why is solving the problem important?

How was the problem first detected?

How many parts/units/customers are affected?

Use your team’s insights to answer these questions. From our example, your team may conclude that: 

Employees feel overwhelmed with their current workload. 

There is no real structure or opportunity to share new ideas.

Managers have had no training for meetings or innovation settings.

Disgruntled employees know they can achieve more—and want to achieve more—even if they seem disengaged.

Once you answer these questions, record an official problem statement to describe the issue. If possible, include photos, videos, and diagrams to ensure all parties have a clear understanding of the problem. It may also help to create a flowchart of the process that includes various steps related to the problem description.

D3: Develop an interim containment plan

Much like we can expect speedy first aid after an accident, your team should take immediate actions to ensure you contain the problem—especially if the problem is related to customer safety. 

An interim containment plan will provide a temporary solution to isolate the problem from customers and clients while your team works to develop a permanent corrective action. This band-aid will help keep your customers informed and safe—and your reputation intact.

Because your findings revealed workers were overworked and managers lacked training, your team suggests scheduling a few mandatory training sessions for leaders of each department covering time and stress management and combating burnout . You may also want to have a presentation outlining the topics of this training to get key managers and stakeholders interested and primed for positive upcoming changes. 

D4: Verify root causes and escape points

Refer back to your findings and consult with your team about how the problem may have occurred. The root cause analysis involves mapping each potential root cause against the problem statement and its related test data. Make sure to test all potential causes—fuzzy brainstorming and sloppy analyses may cause you to overlook vital information. 

In our example, focus on the “why” portion of the 5W2H. You and your team identify six root causes:

Managers have never had any training

There is a lack of trust and psychological safety

Employees don’t understand the objectives and goals

Communication is poor

Time management is poor

Employees lack confidence

In addition to identifying the root causes, try to pinpoint where you first detected the problem in the process, and why it went unnoticed. This is called the escape point, and there may be more than one. 

D5: Choose permanent corrective actions

Work with your team to determine the most likely solution to remove the root cause of the problem and address the issues with the escape points. Quantitatively confirm that the selected permanent corrective action(s) (PCA) will resolve the problem for the customer. 

Steps to choosing a PCA may include:

Determining if you require further expertise

Ensuring the 5W2Hs are defined correctly

Carrying out a decision analysis and risk assessment

Considering alternative measures

Collecting evidence to prove the PCA will be effective

Your team decides to roll out the training used in the interim plan to all employees, with monthly company-wide workshops on improving well-being. You also plan to implement meetings, innovation sessions, and team-coaching training for managers. Lastly, you suggest adopting software to improve communication and collaboration. 

D6: Implement your corrective actions

Once all parties have agreed on a solution, the next step is to create an action plan to remove the root causes and escape points. Once the solution is in effect, you can remove your interim containment actions.

After seeing success with the training in the interim phase, your stakeholders approve all of your team’s proposed PCAs. Your representative from HR also plans to implement periodic employee wellness checks to track employee morale .

To ensure your corrective action was a success, monitor the results, customer, or employee feedback over a long period of time and take note of any negative effects. Setting up “controls” like employee wellness checks will help you validate whether your solution is working or more needs to be done. 

D7: Take preventive measures

One of the main benefits of using the 8D method is the improved ability to identify necessary systematic changes to prevent future issues from occurring. Look for ways to improve your management systems, operating methods, and procedures to not only eliminate your current problem, but stop similar problems from developing later on.

Based on our example, the training your team suggested is now adopted in the new manager onboarding curriculum. Every manager now has a “meeting system” that all meetings must be guided by, and workloads and projects are managed as a team within your new collaboration software . Innovation is improving, and morale is at an all-time high!

D8: Celebrate with your team

The 8D method of problem-solving is impossible to accomplish without dedicated team members and first-class collaboration. Once notes, lessons, research, and test data are documented and saved, congratulate your teammates on a job well done! Make an effort to recognize each individual for their contribution to uncovering a successful solution.

8D report template and example

Check out our 8D report template below to help you record your findings as you navigate through the eight disciplines of problem solving. This is a formal report that can be used as a means of communication within companies, which makes for transparent problem-solving that you can apply to the entire production or process chain.

Benefits of using the 8D method

The 8D method is one of the most popular problem-solving strategies for good reason. Its strength lies in teamwork and fact-based analyses to create a culture of continuous improvement —making it one of the most effective tools for quality managers. The benefits of using the 8D method include: 

Improved team-oriented problem-solving skills rather than relying on an individual to provide a solution

Increased familiarity with a problem-solving structure

A better understanding of how to use basic statistical tools for problem-solving

Open and honest communication in problem-solving discussions

Prevent future problems from occurring by identifying system weaknesses and solutions

Improved effectiveness and efficiency at problem-solving

Better collaboration = better problem solving

No matter how good a manager you are, production and process issues are inevitable. It’s how you solve them that separates the good from the great. The 8D method of problem solving allows you to not only solve the problem at hand but improve team collaboration, improve processes, and prevent future issues from arising. 

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8D Chess: How to Use The 8 Disciplines for Problem Solving

Hospitals have developed something of a reputation for being rife with bad processes . When processes aren’t adequate, the result is an abundance of “workarounds”.

For example, when equipment or supplies are missing, a nurse might waste time running around searching for what is needed, and once the item is found, return to their previous duties.

One study indicates that nurses spend 33 minutes of a 7.5-hour shift completing workarounds that are not part of their job description.

This may well “put out the fire” so-to-speak, but really it is just a hastily applied band-aid that does nothing to treat the root cause of the problem.

More time is wasted and more problems will arise in the future because nothing has been done to prevent the initial problem from happening again.

Individual nurses are not at fault here; workplace culture often values expertise in the form of those who “get the job done”, which tends to pull against the notion of spending time building good processes (time in which the job is perhaps not “getting done”).

So how to approach the problem of problem solving ?

In a lean context, problem solving can be distilled into two simple questions:

• What is the problem and how did it happen?
• How can we make sure that it doesn’t happen again?

The 8D, or eight disciplines methodology, is a problem solving process – most likely one of the most widely used problem solving processes out there. It is used by many different countries, in many different industries, and many different organizations.

8D is designed to help you put out those fires, and make sure they don’t happen again.

In this article, I’ll introduce you to the 8D problem solving methodology and provide you with an outline of the basic process that you can hopefully apply in your own business, plus how you can enhance 8D with other tools and methodologies like Six Sigma , FMEA , and Process Street .

Here’s what I hope you’ll take away after reading:

• An understanding of the basics of 8D
• Advantages of using 8D
• The purpose and objectives of each phase of the 8D process
• An understanding of how to use 8D for problem solving
• How 8D works with other problem solving tools
• How you can use Process Street to maximize the potential of the 8D framework

Let’s begin with the origins of 8D – what is it, and where did it come from?

What is 8D?

8D (sometimes Global 8D or G8D) stands for eight disciplines, and is a problem solving methodology. It’s basically a process for understanding and preventing problems.

Much like how risk management seeks to take a proactive, preventative stance, 8D aims to gain insight into the root causes of why the problems happen, so they won’t happen again.

The 8D process involves eight (sometimes nine) steps to solve difficult, recurring problems. It’s a transparent, team-based approach that will help you solve more problems in your business.

8D origins: Where did it come from?

Despite the popular story that 8D originated at Ford, it was in fact developed in 1974 by the US Department of Defence, ultimately taking the form of the military standard 1520 Corrective Action and Disposition System for Nonconforming Material .

Ford took this military standard, which was essentially a process for quality management , and expanded on it to include more robust problem solving methods.

In 1987, Ford Motor Company published their manual, Team Oriented Problem Solving (TOPS) , which included their first iteration of the 8D methodology.

Initially termed Global 8D (or G8D) standard, it is currently used by Ford and many other companies in the automotive supply chain.

8D, PDSA, & other problem solving processes

The disciplines of 8D follow the same logic as the Deming Cycle (also known as PDSA, and sometimes PDCA).

PDSA stands for Plan, Do, Study, Act (or Check, in the case of PDCA).

The similarity lies in the fact that both PDSA and 8D are designed to be used to improve processes. They’re both examples of cycles of continuous improvement.

Whereas 8D may be painted as a more generic problem-solving framework, structurally speaking both 8D and PDSA share a lot in common.

The simple idea of beginning with a clear objective, or desired output, and then testing, analyzing , and iteratively tweaking in a continuous cycle is the basis for both methodologies.

There are, of course, differences. We’ll cover the different applications of both 8D and PDSA in this article.

8D advantages

One of the main strengths of 8D is its focus on teamwork. 8D philosophy encourages the idea that teams, as a whole, are more powerful than the sum of the individual qualities of each team member.

It’s also an empirical methodology; that is to say that it is a fact-based problem solving process.

A branch of continuous improvement, proper use of 8D will help you coordinate your entire team for effective problem solving and improved implementation of just about all of the processes used in your business.

The 8 disciplines for problem solving

As you may have noticed, we’re starting with zero, which makes nine total disciplines. This “zero” stage was developed as an initial planning step.

D0: Plan adequately

Make comprehensive plans for solving the problem including any prerequisites you might determine.

Be sure to include emergency response actions.

D1: Establish your team

Establish your core team with relevant product or process knowledge. This team will provide you with the perspective and ideas needed for the problem solving process.

The team should consist of about five people, from various cross-functional departments. All individuals should have relevant process knowledge.

A varied group will offer you a variety of different perspectives from which to observe the problem.

It is advisable to establish team structure, roles, and objectives as far ahead in advance as possible so that corrective action can begin as quickly and effectively as possible.

D2: Describe the problem

Have your team gather information and data related to the problem or symptom. Using clear, quantifiable terms, unpack the problem by asking:

D3: Contain the problem (temporary damage control)

Depending on the circumstances, you may need to mobilize some kind of temporary fix, or “firefighting”.

The focus of this stage should be on preventing the problem from getting worse, until a more permanent solution can be identified and implemented.

D4: Identify, describe, and verify root causes

In preparation for permanent corrective action, you must identify, describe, and verify all possible causes that could contribute to the problem happening.

You can use various techniques for this, including a Failure Modes and Effects Analysis , or Ishikawa (fishbone) diagram .

It’s important that the root causes are systematically identified, described in detail, and promptly verified (or proved). How each cause is verified will depend on the data type and the nature of the problem.

Take a look at the section towards the end of this article for some more problem solving tools to help you decide the right approach.

D5: Identify corrective actions

You must verify that the corrective action you identified will in fact solve the problem and prevent it from happening again in the future (or whatever is your desired threshold of recurrence).

The best way to do this is to collect as much data as possible and by performing smaller-scale “pilot” tests to get an idea of the corrective action’s impact.

You can’t begin to identify the optimal corrective action until you have identified the root cause(s) of the problem.

D6: Implement and validate corrective actions

Carry out the corrective actions, and monitor short and long term effects. During this stage, you should assess and validate the corrective actions with empirical evidence.

Discuss and review results with your team.

D7: Take preventative measures (to avoid the problem happening again)

Here is where you make any necessary changes to your processes, standard operating procedures , policies , and anything else to make sure the problem does not happen again.

It may not be possible to completely eliminate any chance of the problem recurring; in that case, efforts should focus on minimizing possibility of recurrence as much as possible.

D8: Congratulate your team

It’s important to recognize the joint contribution of each and every one of the individuals that were involved in the process.

Team members should feel valued and rewarded for their efforts; this is crucial and perhaps the most important step – after all, without the team, the problem would not have been fixed.

Providing positive feedback and expressing appreciation helps to keep motivation high, which in turn improves the sense of process ownership and simply increases the likelihood your team will actually want to improve internal processes in the future.

How to use 8D for problem solving

The 8D method above outlines a proven strategy for identifying and dealing with problems. It’s an effective problem solving and problem prevention process.

In addition to avoiding long-term damage from recurring problems, 8D also helps to mitigate customer impact as much as possible.

More than just a problem-solving methodology, 8D sits alongside Six Sigma and other lean frameworks and can easily be integrated with them to minimize training and maximize efficacy.

8D is definitely a powerful framework on its own, but it really shines when combined with other synergistic concepts of lean and continuous improvement.

More problem solving tools that synergize well with 8D

8D has become a leading framework for process improvement, and in many ways it is more prescriptive and robust than other more simplistic Six Sigma approaches.

However, there are many Six Sigma methodologies, and even more frameworks for problem solving and process improvement .

The following improvement tools are often used within or alongside the 8D methodology.

DMAIC: Lean Six Sigma

DMAIC stands for:

The DMAIC process is a data-driven cycle of process improvement designed for businesses to help identify flaws or inefficiencies in processes.

Simply put, the goal with DMAIC is to improve and optimize existing processes.

Interestingly, the development of the DMAIC framework is credited to Motorola , whose work built upon the systems initially developed by Toyota .

In terms of working alongside 8D, you could use DMAIC to identify root causes as in D4; you could also implement the same techniques to better understand prospects for corrective actions as in D5, and D6.

We have a whole article on the DMAIC process, if you’re interested.

SWOT analysis

Strengths, Weaknesses, Opportunities, and Threats. You can use a SWOT analysis to gain insight into your organization as a whole, or on individual processes.

The main synergy with 8D is in the identification of opportunities, threats, and weaknesses.

These can represent opportunities for process improvements, weaknesses in your process that could produce problems further down the line, and threats, both internal and external, that may be out of your direct control but that could cause problems for you.

Here’s a SWOT analysis checklist you can use to structure your own analysis:

FMEA: Failure Mode and Effects Analysis

FMEA (Failure Mode and Effects Analysis) is a way of understanding the potential for problems and making preemptive preparations in order to avoid them. It is a method of risk management .

It is a type of preventative risk management process, and so works well in the context of identifying causes of problems so you can better deal with them.

FMEA and 8D work well together because:

• 8D can make use of information gathered during an FMEA process, like brainstorming sessions, to identify potential problems and their root causes.
• You can reuse possible cause information gathered during an FMEA process to feed into different representational diagrams like the Ishikawa (fishbone) diagram, which will help in the 8D process.
• 8D brainstorming data is useful for new process design. This allows the FMEA to take actual process failures into account, which produces more effective results.
• FMEA completed in the past can be used as databases of potential root causes of problems to inform 8D process development.

Here’s a free FMEA template for you to get started ASAP:

The Pareto Chart

The Pareto Chart helps us understand the impact of different variations of input on our output.

In relation to 8D, Pareto Charts can help us prioritize which root cause to target, based on which will have the greatest impact on improvement (where improvement is the desired output of the 8D process).

Here’s the Six Sigma Institute’s example Pareto Chart :

Here we have a simple deductive reasoning technique that asks “why?” five times to dig into the root cause of a problem.

The logic here is that by asking the same question five times, you work progressively “deeper” into the complexity of the problem from a single point of focus.

Ideally, by the fifth question you should have something that has a high likelihood of being a root cause.

This example from Wikipedia does a great job of conveying how the process works:

• The vehicle will not start. (the problem)
• Why? – The battery is dead. (First why)
• Why? – The alternator is not functioning. (Second why)
• Why? – The alternator belt has broken. (Third why)
• Why? – The alternator belt was well beyond its useful service life and not replaced. (Fourth why)
• Why? – The vehicle was not maintained according to the recommended service schedule. (Fifth why, a root cause)

Ishikawa diagrams (fishbone diagrams)

Sometimes called “cause-and-effect diagrams”, they are as such used to visualize the cause and effect of problems.

The approach takes six different categories and places information about the problem into different categories to help you understand what factors could be contributing to the problem.

One advantage over the 5 Whys approach is the way this method forces a more holistic perspective, as opposed to the potentially narrow vantage point offered by zooming in on a single aspect or question.

According to the Six Sigma Institute, the 6 key variables pertaining to root causes of problems are:

• Machine: Root causes related to tools used to execute the process.
• Material: Root causes related to information and forms needed to execute the process.
• Nature: Root causes related to our work environment, market conditions, and regulatory issues.
• Measure: Root causes related to the process measurement.
• Method: Root causes related to procedures, hand-offs, input-output issues.
• People: Root causes related people and organizations.

There’s also this useful illustration of a company using a fishbone diagram to better understand what factors contribute to a company’s high turn around time.

Gap analysis

A gap analysis is concerned with three key elements:

• The current situation, or “performance”
• The ideal situation, or “potential”
• What needs to be done in order to get from performance to potential, or “bridging the gap”

The “gap” is what separates your current situation from your ideal situation.

Businesses that perform a gap analysis can improve their efficiency and better understand how to improve processes and products.

They can help to better optimize how time, money, and human resources are spent in business.

There’s a lot that goes into a gap analysis, and quite a few different ways to approach it. Check out our article for a deeper dive into the gap analysis process.

Superpowered checklists

Checklists can be a great way to simplify a complex process into a series of smaller, easy-to-manage tasks. They’re one of the best ways to start using processes in your business.

By using checklists, you can reduce the amount of error in your workflow , while saving time and money by eliminating confusion and uncertainty.

What’s more, if you’re using Process Street, you have access to advanced features like conditional logic , rich form fields and streamlined template editing .

How to use Process Street for 8D problem solving

Good problem solving relies on good process. If you’re trying to solve problems effectively, the last thing you want is your tools getting in your way.

What you want is a seamless experience from start to finish of the 8D methodology.

The best kinds of processes are actionable. That’s why you should consider using a BPM software like Process Street to streamline recurring tasks and eliminate manual work with automation .

Process Street’s mission statement is to make recurring work fun, fast, and faultless. By breaking down a process into bite-sized tasks , you can get more done and stay on top of your workload.

Sign up today for a free Process Street trial!

Problem solving is an invaluable skill. What’s your go-to process for problem solving? We’d love to know how it compares with the 8D method. Let us know in the comments!

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Oliver Peterson

Oliver Peterson is a content writer for Process Street with an interest in systems and processes, attempting to use them as tools for taking apart problems and gaining insight into building robust, lasting solutions.

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An overview of the 8D problem-solving method

The 8D problem-solving method is a powerful tool in product management. It’s designed to help product managers tackle issues systematically and enhance product quality. This method follows eight steps in total, hence the name 8D.

The steps range from identifying problems to implementing long-term solutions. Today you’ll explore how you can effectively apply 8D to your products. You’ll also learn about the benefits of using this approach and analyze some real case studies.

What is 8D?

The 8D problem-solving method is designed to address and resolve problems by identifying, correcting, and eliminating recurring issues.

It involves eight different steps:

• Plan — Prepare for the problem-solving process
• Team selection — Assemble a team with the necessary knowledge and skills
• Problem definition — Clearly define the problem and its impact
• Interim containment action — Implement temporary measures to contain the problem
• Root cause identification — Identify the underlying cause(s) of the problem
• Permanent corrective action — Develop and implement a solution to address the root cause
• Preventive measures — Take steps to prevent the recurrence of the problem
• Team recognition — Acknowledge and reward the team’s efforts in resolving the issue

These steps focus on root cause analysis, preventive measures, and long-term solution implementation. The end goal is to improve product quality and operational efficiency.

The eight disciplines of 8D

The eight disciplines of the 8D method represent a comprehensive approach to solve problems within an organization. Each discipline is designed to guide teams through the process at each stage. Here’s a deeper look into each stage:

This initial step involves preparing for the problem-solving process. The goal here is to understand the problem’s magnitude and set up objectives. It’s about getting ready to tackle the issue systematically.

Team selection

In this step, a cross-functional team is formed. The team should consist of individuals with the necessary knowledge, skills, and experience to address the problem effectively. The team works together throughout the 8D process.

Problem definition

Next, the team has to describe the issue in specific terms. The goal here is to understand the impact and scope of the complication. A well-defined problem is easier to solve.

Interim containment

In the process of finding a solution, temporary measures are taken to contain the problem and prevent it from worsening. This reduces further damage or impact to the involved operations.

Root cause identification

In this phase, the team uses various tools and techniques to identify the underlying cause of the problem. An understanding of the root cause is essential for developing an effective, lasting solution.

Permanent corrective action

With the root cause identified, the team moves to develop a permanent corrective action plan to resolve the issue. Now, the team needs to choose the best solution, implement it, and monitor its effectiveness. This analysis will ensure that the problem is truly resolved.

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Preventive measures

With such vast processes, there is always a possibility of the problem recurring. To resolve this, the team identifies and implements measures that address the root cause. There might be a need for changes to different aspects of the overall approach.

Team recognition

The final stage focuses on acknowledging and rewarding the team’s efforts. Recognizing the team’s hard work and success in resolving the issue is important for morale. It also promotes a culture of continuous improvement.

By following these eight disciplines, product managers can solve problems more effectively. The other benefit is that it builds a proactive culture that addresses issues before they escalate.

Applying 8D in product management

Applying the 8D problem-solving method in product management involves leveraging its structured approach. This helps you eliminate problems and process improvement initiatives.

Problem identification

The 8D process begins with gathering data and feedback to quickly identify potential issues. After that, a diverse team from various departments works together to uncover issues. And finally, the team solves the problems efficiently.

Once a problem is spotted, quick fixes are applied to limit its impact. Simultaneously, you explore root causes of an issue using methods like the Five Whys . The final step is to implement the solution based on these insights. Occasionally, redesigns or process upgrades are also used to resolve the issue thoroughly.

Elimination

To eliminate recurring problems, it’s crucial to establish preventive measures. Several steps support the main goal of elimination including process adjustments, quality control improvements, and updates to design standards.

The insights gathered from each 8D cycle help with continuous improvement. It also aids in formulating strategies to avert future issues.

Benefits of the 8D method

The main benefit of using the 8D method is its impact on teamwork and continuous improvement. The more obvious benefits focus on root cause analysis and prevention of issues:

• Enhanced quality control
• Efficient problem resolution
• Systematic and thorough approach
• Teamwork and knowledge sharing
• Focus on root cause analysis
• Reduced recurrence of issues
• Cost reduction
• Improved customer satisfaction

The systematic approach to address issues ensures that no effort goes to waste. Eventually, it helps the teams to quickly propose long-term solutions to a range of problem patterns.

Challenges in implementing 8D

The 8D problem-solving method is extremely valuable when used in the right manner. However, there can be challenges at every stage of this process. Because of this, it’s beneficial for you to have an understanding of how to quickly identify these challenges.

These include:

• Resistance to change among team members
• Insufficient teamwork and collaboration
• Lack of training on the 8D methodology
• Difficulties in data collection and analysis

How to solve them?

• Clearly communicate benefits to overcome resistance
• Foster collaboration and teamwork among participants
• Provide targeted training on the 8D process
• Encourage data analysis for effective problem-solving

For a deeper understanding, let’s take a look at two case studies of how the 8D process can enhance the product management workflow.

Real-life examples of 8D

A leading tech company, (similar to Apple) faced public backlash over smartphones overheating and reduced battery life. In this context, the 8D method helped to quickly identify and contain the issues.

The root cause analysis helped it track the problem back to a battery design flaw. Collaborative efforts with the battery supplier led to a redesigned battery and an update to the operating system. This not only resolved the issue but also restored consumer trust. Eventually, the brand’s reputation for quality was restored.

Similarly, a major automaker found a software glitch in its driver-assistance systems. This issue was risking driver safety. Using the 8D method, it pinpointed outdated algorithms as the root cause. The solution was simple, it issued a software update and enhanced its development processes.

Both of these examples are evidence of how the 8D method can be utilized to prevent complications efficiently.

Key takeaways

In wrapping up, it’s clear that this approach is more than just a procedure. Think of it as a strategic framework designed for the product manager. The 8D method equips you with a robust toolkit for addressing and preempting issues, systematically.

On top of that it helps you to:

• Promote teamwork and continuous improvement
• Reduce problem recurrence through root cause analysis
• Overcome implementation challenges with effective communication

Feel free to comment with any questions you may have!

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8D (Eight Disciplines) – The problem Solving tool

In this modern era, to sustain products in the market needs to use advanced manufacturing processes. Modern machinery and cost effective processes for produce quality products with low cost. but as you all know that. It’s difficult to constant manufacturing processes and sustain product quality. Because it is natural that, during the working time unexpected problems can be occurred and that kind of problems must be resolved in respective manner. Some organizations are used outmoded technique that solve the issues on temporary basis. As well those problems can be possible reoccur in processes in future.

So, needs to efficient system that eliminate the possibility of reoccur issues as well as smooth the manufacturing processes. Fortunately, we have some problem solving tools can solve the issue permanently. 8D (Eight disciplines) is one of the popular problem solving tool that in now days, organizations are adopting pleasurably. OK, so let’s see how to implement 8D in organization.

What is 8D (Eight Disciplines)?

“8D (Eight Disciplines) is problem solving tool / methodology used for correctly identified the cause of the problem, fixed and dissipate possibility of recurrence of quality problems.”

8D model is systematic approach popularly used in responding to manufacturing issues. Generally, quality team conduct eight disciplines processes for identify root causes of problem and eliminate it by appropriate actions. The 8D (Eight Discipline) model is correctly identify the cause of the problem. And apply such actions to prevent recurrence of the problem. 8D is perform as preventive and corrective action system by implement step by step process to identify potential and actual problems in processes.

Benefits of 8D (Eight Disciplines)

• The 8D method is very easy for implement in workplace as well as logical method that clearly indicate required steps of problem solution.
• The method is very popular in automotive industry, mean your customer may ask for 8D report for its own application implementation. Because it is reliable and well know problem solving tool for automotive industry.
• An excellent way of reporting non conformance to suppliers and their corrective actions.
• 8D helps to eliminate complicated issues at appropriate locations where defined the causes of the problem incorrect, lack of consequences in implementation and same problem appear again.
• The team approach works best when the problem, and its associated information is labyrinthine. Because 8D is designed and capable for special cause of problems identification and elimination.

8D (Eight Disciplines) Process Chart: Table

8d (eight disciplines) methodology.

• D1: Team Establishment
• D2: Problem Description
• D3: Containment Action
• D4: Root cause
• D5: Corrective Action
• D6: Implement and validation corrective actions
• D7: Prevent recurrence
• D8: Verify and congratulate team

The 8D (eight Disciplines) is a process for systematic introduction of quality perfection, improvement and elimination of problems. Here in this article I will show you step by step approach and using several examples of the problem solving tools . When we involve in 8D methodology and its processes using a structured method, we become very effective at identifying cause of problems, defining problems and mistakes. As well as easily establish root causes and taking actions that solve and prevent problem identifying in processes.

So, let’s see 8D (Eight Disciplines) in deep:

As you well know, whenever any problem occurring in the manufacturing processes before you must see some warning sign that indicate the problem. Which is being experience in terms of an undesirable results and can be describe using data to identify the variation as expected and actual results.

Actually, this is the preparation stage that require to be complete before starting the eight disciplines processes in organization. Generally, peoples asking what type of preparation required before 8D process? –

A deep analysis and empathetic of the issues and problems, previous experience with same issues or related issues are necessary to determine. If the eight disciplines (8D) is the correct method to be used for solving the issues.

You have to ask the questions as below as recognizing the problem:

• Describe it is new problem in organization / division? If same problem, occur previously at where? If it is new how long from it were being in process. Or it is unknown cause?
• Has it occurred before? where? and what solutions / actions are applied at on it? What is the history of this problem?
• Why it’s happened again? is there proper solutions are not applied? what causes behind it is occur again?
• What problem solving method was used? It was joint method for one or more problem? if it is separately performed what was defects remained in method?
• To consider warning sign of problems is it really looks very complex to one person cannot resolve the problem?
• To consider above points, does the problem warrant required an eight Disciplines (8D) method? if yes, why and proceed it.

The 8D (eight disciplines) process is a team based problem solving methodology. Hence the team members must be involve for identify, action plan and eliminate issues of appropriate problem. A deeper understanding of the problem & its previous records are required to ensure if the 8D solved issues for raise issue.

D1 »  Team Establishment

The team establishment is first step of the 8D (Eight Disciplines) approach. This discipline is significant stage as the eight disciplines is based on the substance of team cooperation. Establishment group of peoples called CFT (Cross Functional Team) where must each one from different department is selected by management, with the production process knowledge, product knowledge, and skill in the required technical disciplines to solve the problem and implement corrective actions.

Why team approach is important?

• CFT (Cross Functional team) build by group of peoples from different department and expertise. So any technical issues can be possible to identify, fix and eliminate problem through it.
• A Cross functional team can perform more effectively than individuals trying to solve problems.
• Cross functional team may have adequate capability to introduce proper solution of the problem.
• A group of people can discuss, focus on negative effects of actions, and can think creatively.
• Brainstorming as a group can stimulate ideas giving the team a better perspective of the problem.

A Cross functional team for eight disciplines consists of more than two people who are closely concern to the problem. Generally, involves peoples form different departments in the organization coming together to solve a problem. The skills that the team members require for this discipline to ensure the proper solution are:

• (A). Team member must knowledge of product / part / item (manufacturing processes, assembly etc.)
• (B). Team member must know the process where the problem has showed itself.
• (C). Team member must have knowledge of the customer application, technical use and end application requirements.
• (D). Team member must have skill about decision making, communication skill , and analysis of the processes and data related to manufacturing processes.

How to define team role & responsibility?

Usually, every team must have leader, here the same team leader has an important role to establish procedures and implement actions accordingly. The team leader must prepare a list defining the team structure as eight disciplines concern. the list is also important to establish role & responsibility in 8D processes. Every team member has its own importance in 8D methodology. Because every single member comes with different expertise. Hence to solve problem multifunction conception and views helpful for appropriate issues.

The role and responsibilities of the individual team member must have allocate by the team and will involve some of the points are:

Data collection and analysis, experimentation, decision making processes, modelling managing resources, planning and implementation of action plans, action plan verification and validation, communications etc.

The common processes and requirements for the 8D processes needed to contribute to the problem solving effort.

D2 »  Problem Description

Problem description is a second stage designate for deep into the problem & getting a more complete information and sophisticated understanding of the problem. The problem description indicates, problem clearly identify and the eight discipline problem solving planner activities to take as much actual information as possible. Which organizes the first analysis perform in the problem solving process. You have to describe problem accurately in this stage, clear designed information is foundation to further steps of analysis.

The process of this discipline as below:

Describe The Problem Process Flow: Table

A problem description is the results of a practice that uses the is / is not method to magnify the problem statement. The location and nature of the problem have to be describe along with its impacts. Another very important analyzing results of information. To ensure that the problem involves is recurrent or whether it could occur on particular process or product.

See table below help for better understanding:

Describe the problem with Is / Is Not Method: Table

When the describing the problem with 5W + 2H (Who, What, Why, Where, When, how, how many / much) method should be use. Where you get the answered thoroughly and systematically by the questions.

See picture below for problem analysis worksheet:

Remember that, you have to specified problem statement been defined, and you have get to know for certain why that is occurring. So Is / Is not analysis must been perform for it. You have to also verify that the similar parts / components displayed the same problem? current process flow identified? does this process flow represent a change.

Once you get the answer you can collect the data and analyze it. The information you collected are evaluated for potential root causes, and identify physical evidence of the problem. The problem description been reviewed for completeness with 8D (Eight disciplines) customer and affected parties, and document the activities.

D3 »  Containment Action

This is the stage where are taken correct containment action to prevent escalation of the problem. Or at the worst delivering non-conforming product to the customer. You have to describe the containment action plan to put in place in order to eliminate the effects of the problem. In this stage, immediate correction action should be carrying out in the shortest time possible. The main objective of the implement interim actions / containment actions to isolate issues from parties while a permanent solution is being develop and implement.

Why containment action required?

• When the cross functional team working on identification of the root causes of problem , collecting information and other related processes might possible some defective product produced by manufacturing in tenure. So, it is extremely important containment actions on this condition at appropriate locations.
• To ensure the customer has minimal or no impact felt as a results of the problem identified, as well prevent these defective products from getting the customer.
• In case of any defective lot / product reached to customer, it may not comply requirements to end application, hence customer will claim and complaints as results customer dissatisfaction.
• Due to immediate actions, the similar products and processes must be verified and ensure the risk levels are minimum or not evident.

Through PDCA Cycle

Plan »  Prepare the most effective containment action plan and implementation including verifying the containment action effectiveness and concerned activities such as work instructions , resources and equipment available.

Do »  The plan must execute as containment action plan prepared, and ensure that the actions should be clearly communicated at processes and management levels.

Check » It is cross function team responsibility that every containment actions prepared during the planning section must be implemented exactly accordingly and ensure that it may continue to be effective. One of the important activity of this section is to verify and ensure that. The activities must not any other side effects raise as a result of the containment actions.

Act » Take the actions to ensure containment action are effective and sustained with all manufacturing and supporting processes. Take the questioners and get the feedback from internal and external customers to implement and make sure is there further containment actions or correction required to rectify other issues.

8D – Containment actions checklist

8D containment action points:

D4 »  root cause.

On this stage in Eight disciplines (8D) problem solving process, needs to establish and describing the root causes of a problem is the core of this disciplines. And you will have appraise the team structure and configuration to ensure that all the right skills and experience is available for the upcoming phases or processes in the problem solving effort.

Elimination of the problem should be detecting the real cause of the problem. The objective of the explain and verify root causes is to identify all significant causes which could clarify why this problem happens. An eliminate and confirm the root cause by examine each significant cause against the describe problem and results of tested data.

For define and verify root causes you have to step out as below:

• Establish a process flow and Cause and Effect Diagram to include all the sources of variations.
• Develop a stratification cause and effect diagram, but remember that, the cause and effect diagrams used input from all team members, lack of the information of remains any points or data left, you will not get real cause.
• Establish comparative analysis, by determine critical differences between problem location and non-problem locations.
• You can also use time line analysis. Graphical / visual charts give you better understanding in most cases.
• Index the potential causes of problems by use both the process flow and cause and effect diagram.
• By using the both the tool, you can analyze the potential cause for the most likely cause.
• Determine slot of data, identify the potential cause as a root cause.
• Collect and analyze the appropriate information to identify the potential cause as a root cause.
• Specify causes that permitted the apparent warning sign to occur, are the root causes and often repressed deep in the processes. You can use the tools to help in the whole processes that is problem solving techniques are : (1)  Pareto charts  (2) 5 Whys analysis (3) Statistical analysis (4)  Flow charts  (5) Fishbone diagram (6) GR & R study (7)  FMEA  (8) Frequent audits (9) Fault tree Analysis (10) Brainstorming etc..

The time line is one of the important and useful tool that manage the records at time line of all events in and around the problem.

A company making steel tubes is experiencing a pits on tubes problem identified.

The significant processes / event are recorded on a time line are:

The time line helps to draw processes and events on time. Though it you can get the answer when actually the problem was first seen at which location. Now you can filter out possible causal theories later in the process by identifying what could possibly have caused the problem and what could not have caused the problem.

There are more three important stages you have to concentrate are:

(1) Develop possible causal theories (2) Establish possible root causes (3) Verify possible root causes and define and verify escape point.

You must do deeply thought about the possible causes and documents on separate media. For each of the cause you have to prepare a proper theory that describe how that the possible cause would result in the problem being experienced. You have to do write note of each ideas for develop causal theory for possible root causes.

Ask the simple question to each causal points that answered in “IS” / “IS NOT”. Does this explain the reason why the problem exists on the “IS” and not on the “IS NOT”. For separately of the possible root causes, there now requirements to be useful action to validate the possible root cause. This should be carried out in practical terms wherever possible.

D5 »  Corrective Action

On the fifth stage of eight disciplines, the cross functional team must determine which corrective actions should be establishing and implement in the short period of time to ensure that the processes and product quality maintained and controlled. The corrective actions must be requirements that satisfy both the parties internal and external customers. Once the root causes are known, team concentrate on the permanent solutions, by systematic approach is needed to use the root cause analysis to establish actions for proper solution. The points that you need to focused on:

• Empathetic and defining the problem, the eight disciplines (8D) team must be able to defining the problems and implement the solution practically.
• Enclosing the effects of the problem, please note that implementation and using the program for solution must be cost effective.
• Identifying and verifying the root cause of the problem.
• Need to permanently solve the problem, and the solution must be feasible.
• Confirm the potential solutions through testing programs, and remember that the implementation program should not fail during the implement in production so, it is important the solution is a test and essential characteristic such as mistake proof and affordable.
• Verify that the solution eliminates the problem and its effects;

In fifth stage of eight disciplines, the team can introduce the additional control in the processes, and ensure that the solution is properly validated that during the implementation in running production it will not raise any unwanted issues, so trail on the small quantities first to verify the solution is effective is necessary. To ensure that the permanent corrective actions need to establish proper process flow for it, see the example process flow:

Verify Corrective Actions Process Flow: Table

Verify the corrective actions.

It is extremely important that all the established actions and implementation plans for fix the issues must be performed to not leading any further problems. So, cross functional team must well aware of this kind of technicality and must should try out the implementation program with small part of production or small quantities first to verify its effectiveness.

Corrective actions test with pre-production with small quantity can confirm that the identified corrective actions will resolve the problem of the customer, and ensure that will do not any undesirable side effects.

Check points

Somethings that still need to confirm and ensure that corrective action is will properly works at real production. Some points that help you to re-verify the condition such as:

• (1) List and measure all of the indicators related to the program.
• (2) identify which of the indicators are most direct relation to the program.
• (3) Determine intervals to measure the problem.
• (4) identify what cross fictional team prioritized the customer / end user evaluation after the implementation.
• (5) confirm the scientific methods used to verify effectiveness etc.

D6 »  Implement and validation corrective actions

On the stage of validation corrective actions, the cross functional team consists of measuring the long term effectiveness of the corrective actions. The purpose of verification of the corrective action is ensure that the actions are implemented are efficient and these are eliminated permanently through effective controls and activities that are embedded in the tasks of the process. Some indicators that you can ensure that the corrective actions are properly works:

• Test and control results display improvement
• Less Rejection or reject ppm (%) in process.
• Measurements such as dimension, units’ appearance are correct according to tolerance and specifications.
• Controls on incoming raw materials for quality improvement.
• Increased satisfaction ratio and feedbacks from customers.

The statistical tools such as process capability, histograms, control charts etc. can used to measured and verify the effectiveness of the implemented corrective actions. The cross functional team must have informed to customer about the results achieved, if the process capability submitted with the requirements the customer validates the corrective measures functional. The 8D team confirms whether the capability complies with internal manufacturing requirements, if the process capability complied the team validates the corrective action.

Checkpoints:

You can use PDCA cycle for implement this stage in manufacturing processes. The implementation of the permanent corrective action conduct to implement to verify the plan for validation of the corrective action. You can plan to withdraw containment (immediate) action as part of implementation of the corrective actions.

There is also important that each resources used in processes must be properly planned as well as all documentation, process instructions and communication implementation for corrective actions. Check that the corrective actions have been implemented and integrated into the appropriate tasks and manufacturing processes. Take the actions on any variation from the plan or expected results.

D7 »  Prevent recurrence

On this stage, the cross functional team have to determine what action should be taken to prevent recurrence of the problem. You have to amend those operating systems, regular practices, management system as well as procedures to prevent recurrence of this problem and all similar issues. Because preventing recurrence is a one of the important task of problem’s solution. The general process flow of the prevent recurrent is:

• Input implemented corrective actions and validation
• Review the history / previous record of the problem.
• Analyze how this problem occurred and escaped.
• Identify affected parties and opportunities for similar problems to occur and escape
• Identify the system’s policies, practices and procedures that allowed this problem to occur and escape to the customer.
• Revise the process flow of the management or operating system.
• Analyze how similar problems could be addressed.
• Develop plans to coordinate necessary actions. And verify prevent actions.
• Develop systematic prevent recommendations to process owner.
• Identify and choose prevent actions. And implement preventive actions.
• Make the system changes to prevent recurrence.
• Verify the preventive actions are effectives? If yes, Standardize the new practices.
• Notify all personnel of the resolution actions by using failure mode effects analysis.

In this stage of the 8D (eight disciplines) cross functional team analyses whether the corrective action implemented would prevent or improve the quality of similar products and processes. To ensure the prevent recurrent of the problem, you should verify results of their actions and must validate that the results is on target. To verify the actions, you must check out below points:

D8 »  Verify and congratulate team

The last stage of the 8D (Eight Disciplines) Is verification of the introduced actions in previous stages are effective. It is highly recommended that verification be made by comparing the measures of the problem with outcomes from upcoming actions of material or outcomes from rejecting of next lot. Once cross functional team has complete implementation all previous stages and ensure that the actions taken in previous stages are works. All team member deserve to be congratulate as well to know that their efforts are appreciate and that the organization knows about their accomplishments.

The cross functional team must have skills and experience to be able to make progress toward as satisfactory problem resolution, and skills and experiences are base reasons for individual selection. Different skills and experiences will support to be drafted in at various stages throughout the process to get the deep understanding about the symptom of problem, root causes and resolution.

The 8D report

From beginning to end of all 8D (Eight Disciplines) processes, the single document calls 8D report is essential part once complete. Team assume that all things are complete and fix as appropriate actions for appropriate issues. This report serves as a communication tool displaying overall process of the 8D (Eight Disciplines) processes along with actions taken. So, let’s see example format of 8D report:

Conclusion:

When the problem has been resolve. The cross functional team should release a final document with stage wise brief description about its experiences. The 8D report give quick and better explanation of how the whole process had handling by team and also 8D serves report as a communication tool displaying overall progress of process.

We can assume that, the successful corrective actions have eliminated repetition of problems and prevention of similar issues. Further, team must ensure that corrective actions will be assess on their ability to help avoiding future problems. If we do not distinguish between major and minor problems, any issue will hold the delivery of customer and that is the reason we must have to categorize by identify systematic issues to eliminate appropriate problems.

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The Evolution of 8D Problem-Solving: From Basics to Excellence

• Learn Lean Sigma
• 8D Problem Solving

In a world where efficiency and effectiveness are more than just buzzwords, the need for robust problem-solving methodologies is greater than ever. Among the myriad of approaches that organizations adopt to tackle challenges, the 8D Problem-Solving framework stands as a testament to both versatility and efficacy. Originating from military standards and later popularized by the automotive industry, 8D has evolved to become a universal tool for identifying issues, analyzing root causes, and implementing sustainable solutions.

This blog post aims to guide you through the captivating history and evolution of the 8D Problem-Solving approach. From its early days as a checklist in quality management to its modern adaptation using advanced statistical tools and cross-industry applications, we’ll explore how 8D has transformed into a comprehensive, adaptable, and highly effective method for tackling problems in various sectors. Whether you’re new to 8D or looking to deepen your understanding, this article offers valuable insights into its development and current applications.

Table of Contents

The genesis: where it all began, the military origins.

The very first seeds of the 8D Problem-Solving methodology were sown during World War II. It was incorporated into Military Standard 1520, a framework aimed at addressing product and service failures. At the time, the military faced complex challenges that often involved multiple variables and high stakes. These challenges required a disciplined approach to problem-solving that could help identify and eliminate the root causes of failures.

Limited Initial Reach

Despite its structured approach, the method had limited reach and was not extensively used outside military applications. This was primarily due to two reasons:

• Specificity : The original framework was tailored for military applications, which made it less relatable to civilian industries.
• Complexity : The depth of the method often required specialized training, which acted as a barrier for broader adoption.

The Automotive Revolution: Ford Takes the Wheel

Fast forward to the 1980s, and the landscape of quality management began to change. Companies were increasingly focusing on systematic approaches to problem-solving and continuous improvement. It was during this era that the 8D Problem-Solving approach got a second life through its adoption by the Ford Motor Company.

Ford was facing growing competition and realized the need for a structured, repeatable problem-solving methodology. The 8D framework fit the bill perfectly, as it provided a step-by-step approach to identify issues, analyze their root causes, and implement corrective measures.

Standardization and Beyond

Once Ford demonstrated the success of implementing the 8D methodology, it became part of the larger Quality Management Systems. Organizations began to see the value in a disciplined approach to problem-solving, and thus, 8D started its journey towards standardization and broader industrial application.

By embracing quality management principles like ISO 9001, the 8D approach transformed from a ‘military-specific’ solution to a universally applicable method for problem-solving. This was a pivotal moment in its history, paving the way for the methodology’s future evolutions and its adoption across diverse sectors.

The origin story of 8D Problem-Solving is a compelling tale of adaptation and evolution. From its military roots to its mainstream industrial applications, the methodology has proven its mettle in solving complex problems methodically and effectively.

The 8 Disciplines: A Quick Overview

Understanding the 8 Disciplines that make up the 8D Problem-Solving approach is crucial for comprehending its comprehensive nature. For a comprehensive guide on how to navigate each of the eight disciplines, you can visit Learn Lean Sigma’s 8D Problem Solving Guide .

Here’s a brief rundown:

This is the preparatory stage where you outline the scope of the problem and plan the resources required for the problem-solving process.

D1: Team Formation

A cross-functional team is assembled with individuals who have the skills and knowledge needed to solve the problem effectively.

D2: Problem Description

The issue at hand is clearly defined, often using tools like the 5W2H (Who, What, When, Where, Why, How, How much) to ensure everyone understands it.

D3: Interim Containment Actions

Temporary actions are taken to contain the problem and prevent it from causing immediate harm while the root cause is being investigated.

D4: Root Cause Analysis

Through data collection and analysis, the underlying cause of the problem is identified. Methods like the Fishbone Diagram or 5 Whys are commonly used.

D5: Permanent Corrective Actions

Once the root cause is known, permanent solutions are developed and tested to ensure they effectively solve the problem.

D6: Implement and Validate Solutions

The validated solutions are fully implemented. Metrics are set up to monitor the effectiveness of the solutions over time.

D7: Preventive Measures

Actions are taken to prevent the recurrence of the problem in the future. This often involves updating procedures or training.

D8: Closure and Team Celebrations

The project is formally closed, and the team’s efforts are recognized and celebrated, often leading to increased motivation for future projects.

These eight disciplines provide a structured, step-by-step approach to problem-solving, ensuring that issues are not just solved but also prevented from recurring.

Would you like to know how each of these disciplines integrates with modern tools and methodologies like Lean Six Sigma? Stay tuned for more in-depth articles on this topic.

The Evolutionary Milestones of 8D Problem-Solving

1. initial adoption and standardization, the checklist era.

In its formative years, the 8D methodology was primarily a checklist approach to problem-solving. Organizations used it as a guide to ensure that they didn’t miss critical steps in the problem-solving process. While effective, it lacked the rigor and structure to be universally adopted as a standard.

Integration into Quality Management Systems

The game-changer came when 8D was integrated into Quality Management Systems like ISO 9001. This move provided the methodology with the structure and standardization it needed to be widely accepted. It moved from being a simple checklist to a deeply structured, documented process that required evidence-based actions at every stage.

2. Cross-Industry Application

Breaking industry barriers.

By the late 1990s and early 2000s, the 8D methodology began to show its versatility. What started in the automotive and military sectors soon found applications in healthcare, FMCG, logistics, and even software development.

Universal Principles

The universality of its principles meant that it could provide a structured way to approach problem-solving in different settings. The discipline it instilled in the process made it a favorite across industries, proving that good problem-solving techniques are not confined by industry boundaries.

3. Integration with Other Methodologies

The synergistic approach.

In more recent years, 8D has been combined with other methodologies like Six Sigma, Kaizen, and Lean. This integration has made the process far more robust, marrying the structured approach of 8D with the data-driven and continuous improvement aspects of these methodologies.

Enhanced Problem-Solving

For instance, integrating Six Sigma techniques into the Root Cause Analysis stage (D4) has allowed for a more sophisticated and accurate identification of root causes, making the solutions more effective and sustainable.

4. Technological Enhancements

The data revolution.

The advent of advanced statistical tools and software has significantly impacted the 8D methodology. Data analytics platforms and specialized software have made the data analysis phase far more sophisticated, improving the accuracy and efficiency of the entire process.

5. Adaptation for Smaller Issues

Quick 8d and micro 8d.

Recognizing that not every problem requires a full-blown 8D approach, the methodology has been adapted into “Quick 8D” or “Micro 8D” versions. These are less resource-intensive and can be implemented much quicker, making 8D accessible for smaller issues without sacrificing the integrity of the problem-solving process.

The 8D Problem-Solving methodology has shown remarkable adaptability and resilience, evolving over the years to meet the demands of a rapidly changing industrial landscape. Each evolutionary milestone has added layers of effectiveness, making it a reliable choice for organizations aiming for excellence in problem-solving.

Modern-Day Applications and Case Studies of 8D Problem-Solving

The 8D Problem-Solving methodology has come a long way from its military and automotive roots. Today, it has been adopted by a variety of industries and sectors, demonstrating its versatility and effectiveness in solving a wide range of problems. Below are some noteworthy applications and case studies.

Service Industries

Hospitality sector.

In the hospitality sector, 8D has been employed to improve customer satisfaction and operational efficiency. For example, a hotel chain used 8D to identify the root cause of frequent customer complaints about room cleanliness, eventually implementing new training programs for housekeeping staff.

Hospital Operations

Hospitals have applied 8D to solve problems related to patient safety, medical errors, and operational bottlenecks. One case study from a leading hospital showcased how 8D helped reduce the time required for the emergency room triage process, thus saving lives.

Software Development

Debugging and quality assurance.

In software development, 8D has found a place in debugging and quality assurance phases. It helps teams systematically identify, analyze, and resolve software bugs, leading to more reliable products.

Manufacturing Giants and Their Case Studies

General electric.

GE used the 8D methodology to improve the reliability of their turbine engines. After identifying the root cause of frequent failures, they implemented corrective actions that increased the lifespan of the engines, saving both time and resources.

Toyota, a name synonymous with quality and efficiency, has frequently turned to 8D for solving complex engineering and manufacturing challenges. One documented case study revealed how Toyota used 8D to reduce the defect rate in one of its assembly lines, thus improving productivity and quality.

In the consumer electronics industry, Samsung employed 8D to tackle the battery issues plaguing its Galaxy Note series. By systematically identifying the root cause, Samsung was able to implement corrective actions that restored consumer trust in their products.

The wide-ranging applications of 8D in various industries underscore its flexibility and robustness as a problem-solving methodology. These case studies are not just isolated examples; they are a testament to the adaptability and efficacy of the 8D approach in solving real-world problems.

The 8D Problem-Solving methodology has undergone a remarkable journey, evolving from its origins in military applications to becoming a universally adopted framework across a spectrum of industries. Its structured, step-by-step approach not only solves immediate issues but also lays down preventive measures to avoid future occurrences. This adaptability is evidenced by its successful implementation in sectors as diverse as healthcare, software development, and manufacturing.

Companies like General Electric, Toyota, and Samsung have leveraged 8D to drive impactful changes, highlighting the methodology’s potential for fostering organizational excellence. As we move forward in an increasingly complex and dynamic world, the 8D approach will undoubtedly continue to be a cornerstone for effective problem-solving and continuous improvement.

• Zarghami, A. and Benbow, D.W., 2017.  Introduction to 8D problem solving . Quality Press.
• Camarillo, A., Ríos, J. and Althoff, K.D., 2017.  CBR and PLM applied to diagnosis and technical support during problem solving in the Continuous Improvement Process of manufacturing plants .  Procedia Manufacturing ,  13 , pp.987-994.

Daniel Croft

Daniel Croft is a seasoned continuous improvement manager with a Black Belt in Lean Six Sigma. With over 10 years of real-world application experience across diverse sectors, Daniel has a passion for optimizing processes and fostering a culture of efficiency. He's not just a practitioner but also an avid learner, constantly seeking to expand his knowledge. Outside of his professional life, Daniel has a keen Investing, statistics and knowledge-sharing, which led him to create the website learnleansigma.com, a platform dedicated to Lean Six Sigma and process improvement insights.

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The Basics of Structured Problem-Solving Methodologies: DMAIC & 8D

Topics: Minitab Engage

When it comes to solving a problem, organizations want to get to the root cause of the problem, as quickly as possible. They also want to ensure that they find the most effective solution to that problem, make sure the solution is implemented fully, and is sustained into the future so that the problem no longer occurs. The best way to do this is by implementing structured problem-solving. In this blog post, we’ll briefly cover structured problem-solving and the best improvement methodologies to achieve operational excellence. Before we dive into ways Minitab can help, let’s first cover the basics of problem-solving.

WHAT IS STRUCTURED PROBLEM-SOLVING?

Structured problem-solving is a disciplined approach that breaks down the problem-solving process into discrete steps with clear objectives. This method enables you to tackle complex problems, while ensuring you’re resolving the right ones. It also ensures that you fully understand those problems, you've considered the reasonable solutions, and are effectively implementing and sustaining them.

WHAT IS A STRUCTURED PROBLEM-SOLVING METHODOLOGY?

A structured problem-solving methodology is a technique that consists of a series of phases that a project must pass through before it gets completed. The goal of a methodology is to highlight the intention behind solving a particular problem and offers a strategic way to resolve it. WHAT ARE THE BEST PROBLEM-SOLVING METHODOLOGIES?

That depends on the problem you’re trying to solve for your improvement initiative. The structure and discipline of completing all the steps in each methodology is more important than the specific methodology chosen. To help you easily visualize these methodologies, we’ve created the Periodic Table of Problem-Solving Methodologies. Now let’s cover two important methodologies for successful process improvement and problem prevention: DMAIC and 8D .

8D is known as the Eight Disciplines of problem-solving. It consists of eight steps to solve difficult, recurring, or critical problems. The methodology consists of problem-solving tools to help you identify, correct, and eliminate the source of problems within your organization. If the problem you’re trying to solve is complex and needs to be resolved quickly, 8D might be the right methodology to implement for your organization. Each methodology could be supported with a project template, where its roadmap corresponds to the set of phases in that methodology. It is a best practice to complete each step of a given methodology, before moving on to the next one.

MINITAB ENGAGE, YOUR SOLUTION TO EFFECTIVE PROBLEM-SOLVING

Minitab Engage TM was built to help organizations drive innovation and improvement initiatives. What makes our solution unique is that it combines structured problem-solving methodologies with tools and dashboards to help you plan, execute, and measure your innovation initiatives! There are many problem-solving methodologies and tools to help you get started. We have the ultimate end-to-end improvement solution to help you reach innovation success.

Ready to explore structured problem-solving?

Download our free eBook to discover the top methodologies and tools to help you accelerate your innovation programs.

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Mastering the 8D Problem Solving Method: A Comprehensive Guide

It is often said that “a stitch in time saves nine.” Efficient problem-solving is an essential skill , especially in a professional environment.

When it comes to addressing complex issues, the 8D Problem Solving method has gained significant traction across various industries. In this comprehensive guide, we will explore the 8D Problem Solving method, its history, and its application across multiple sectors.

History of the 8D Problem Solving Method

The 8D Problem Solving approach has its origins in World War II when the American military was under intense pressure to produce reliable weapons as quickly as feasible.

The military established a methodical approach to problem-solving, focusing on quality control and continual improvement, to ensure that resources were used effectively.

This was the first instance of what would later develop into the 8D technique.

The writings of Walter Shewhart , W. Edwards Deming , and Joseph M. Juran , who set the groundwork for contemporary quality control and continuous improvement ideas, had a substantial impact on the development of the 8D Problem Solving approach.

These guidelines stress the value of data-driven decision-making and the necessity for businesses to take a pro-active approach to problem-solving.

The Ford Motor Company faced intense competition from Japanese automakers in the 1980s, which caused it to struggle.

Ford used quality control and continuous improvement as its guiding principles and included the 8D Problem Solving process into its business practices to regain its footing.

The automobile sector adopted the 8D methodology widely as a result of the initiative’s success.

The 8D Problem Solving approach gained popularity outside of the automobile industry as it showed continuous promise.

The 8D methodology is now being used by businesses in a variety of industries, such as manufacturing, healthcare, and technology, to solve complicated issues, enhance their operations, and guarantee customer happiness.

The 8D Problem Solving approach has attained widespread acceptance throughout a number of industries.

It is a potent tool for businesses looking to improve their problem-solving skills and promote long-term success due to its systematic approach, emphasis on teamwork, and emphasis on continual improvement.

The Eight Disciplines of 8D Problem Solving

D1: Form a Team

Assembling a diverse team with relevant expertise

The first phase in the 8D process is to put together a varied team of people with the necessary knowledge, making sure that all viewpoints and skill sets are represented. This multidisciplinary approach makes it easier to recognize problems and produce creative solutions.

Defining roles and responsibilities

The tasks and responsibilities of each team member must be established once the team has been constituted. Team members can work cooperatively and effectively by setting clear expectations, ensuring that everyone’s abilities are utilized to the utmost extent. It keeps the problem-solving process on track and upholds accountability.

D2: Define the Problem

Accurate problem description

Accurately characterizing the current problem is the second discipline of the 8D technique. In order to do this, the team must acquire pertinent data, analyze it, and create a clear, succinct statement describing the problem. A focused and efficient problem-solving approach is built on a well identified problem.

Gathering data and identifying root causes

To create long-lasting solutions, the problem’s underlying causes must be determined. The team must gather information from a variety of sources, such as consumer feedback, product testing, or process performance measurements, in order to accomplish this. The team is able to uncover patterns, trends, and potential fundamental causes thanks to this data-driven approach, which also ensures that the problem-solving procedure is unbiased and grounded in facts.

D3: Develop an Interim Containment Plan

Quick, temporary solutions

Minimizing the effects of a problem is crucial in the field of problem solving. Creating an interim containment strategy, which offers quick, temporary solutions to the issue, is the third discipline in the 8D technique. These quick fixes aid in limiting the harm, stopping more problems, and buying the team some time while they produce a more long-term fix.

Mitigating damage and preventing further issues

It is essential to keep an eye on the interim containment plan’s efficacy and adjust as necessary as you go. This guarantees that the short-term fix works to contain the harm and stop the issue from getting worse. Any lessons learnt during this phase should also be recorded by the team because they will be helpful in creating the ultimate corrective action.

D4: Identify Root Causes

Root cause analysis techniques

The fourth discipline of the 8D technique entails examining the issue more closely in order to determine its underlying causes. Various root cause analysis methods, including the Five Whys, Fishbone Diagram, and Fault Tree Analysis, must be used in this situation. The team may create focused solutions that address the issue at its source rather than just treating its symptoms by determining the fundamental causes of the problem.

Verifying root causes through data

Verifying potential root causes with data is crucial after the team has discovered them. Taking this step, the team can avoid being misled by assumptions or unrelated elements and instead concentrate on the real core cause. The team may be confident that their suggested remedies will be successful in tackling the problem by validating the main causes using data.

D5: Choose and Verify Permanent Corrective Actions

Developing and evaluating potential solutions

The team can now consider various solutions after determining the root reasons. “Two heads are better than one,” as the saying goes, and this collaborative process frequently produces innovative and useful ideas. The team should assess each alternative after producing a list of potential corrective actions based on elements including feasibility, cost, and potential impact. This makes it more likely that the selected solution will be both workable and efficient.

Implementing and verifying chosen solution

It’s crucial to assess the effectiveness of the chosen solution before fully applying it. A small-scale trial or a pilot program can be used to accomplish this. The team may be certain that their selected corrective action will be successful when used on a bigger scale by confirming the solution’s success in resolving the issue.

D6: Implement Permanent Corrective Actions

Developing a detailed action plan

The team must create a thorough action plan for putting the selected solution into practice when it has been verified. This strategy should specify the actions, materials, and timetable required for a full integration of the solution into the organization’s operations. A comprehensive action plan makes for an effective implementation that minimizes any hiccups or setbacks.

Monitoring implementation and adjusting as needed

It’s essential to keep an eye on the permanent remedial action’s development and adjust, as necessary. The team may make sure that the solution is properly integrated and produces the required results by remaining alert and reacting to any unforeseen obstacles.

D7: Prevent Recurrence

Identifying potential future issues

The 8D method’s seventh discipline focuses on predicting prospective problems that might develop in the future from comparable underlying causes. The team can help to prevent repeat incidences and continuously enhance the organization’s procedures by foreseeing and addressing these possible issues.

Adjusting processes and procedures to prevent recurrence

The team should analyze and make any necessary modifications to the organization’s systems and procedures to stop the issue from happening again. This can entail creating new quality control procedures, updating the documentation, or changing the training materials. Implementing these changes, the company can promote a climate of continuous development and make sure that the lessons discovered throughout the problem-solving procedure are incorporated into every aspect of its day-to-day work.

D8: Congratulate the Team

Recognizing team achievements

It’s important to acknowledge the team’s effort and commitment when the 8D technique has been implemented successfully. Celebrating their accomplishments promotes a sense of ownership, boosts morale, and encourages continuing commitment to ongoing growth.

Sharing lessons learned with the organization

The team should share their lessons learned with the broader organization. Doing so, they can help to disseminate the knowledge gained during the problem-solving process, fostering a culture of learning and improvement throughout the company.

Practical Application of the 8D Problem Solving Method

Numerous industries, including aerospace, automotive, healthcare, manufacturing, and technology, have successfully used the 8D Problem Solving method. These actual instances show how adaptable and successful the system is at solving a variety of challenging issues .

Although the 8D method offers a structured approach to problem-solving, it is crucial to customize the procedure to the particular requirements and context of the current problem.

This could entail modifying the chronology, modifying the root cause analysis methods, or adding new data sources.

The team can ensure the most efficient problem-solving procedure by continuing to be adaptable and flexible.

Tips for Successful 8D Problem Solving Implementation

Emphasizing clear communication

Clear communication is the lifeblood of effective problem-solving.

Throughout the 8D process, the team should prioritize open and honest communication, ensuring that all members have a thorough understanding of the problem, the chosen solution, and their individual responsibilities.

Fostering a culture of collaboration and continuous improvement

A collaborative and improvement-focused culture is key to the success of the 8D method.

Encouraging open dialogue, mutual support, and ongoing learning, the organization can create an environment in which the 8D method can thrive.

Employing project management tools and techniques

Project management tools and techniques can be invaluable in facilitating the 8D process.

Using tools such as Gantt charts, project management software, or Kanban boards, the team can better track progress, allocate resources, and manage timelines.

These tools can help to keep the problem-solving process organized and efficient, ensuring that the team stays on track and achieves their goals.

Final Thoughts

The 8D Problem Solving method is an effective and adaptable way for tackling complicated challenges in a variety of industries.

Organizations may methodically identify and address problems, stop them from happening again, and promote a culture of continuous improvement and adhering to the eight disciplines.

As we’ve seen, the 8D method’s effectiveness depends on putting together a varied team, upholding clear communication, customizing the procedure for particular circumstances, and using efficient project management tools and approaches.

We urge you to use the 8D Problem Solving method inside your organization now that you have a thorough understanding of it.

Doing this, you may not only address issues more quickly, but also unleash the long-term growth potential of your company.

If you can master the 8D approach, your business will have a better future and you’ll be well-equipped to traverse the waters of problem-solving.

Q: What is the 8D Problem Solving method?

A : A systematic strategy for addressing complicated challenges across multiple industries is the 8D Problem Solving method. It consists of eight disciplines that help firms recognize problems, find solutions, stop them from happening again, and promote a continuous improvement culture.

Q: What are the origins of the 8D Problem Solving method?

A : The United States military created a systematic approach to problem-solving during World War II that was centered on quality control and continual improvement, and this is where the 8D technique got its start. The Ford Motor Company later adopted and promoted the technique in the 1980s.

Q: What are the eight disciplines of the 8D Problem Solving method?

A : The eight disciplines of the 8D method are

• Form a Team
• Define the Problem
• Develop an Interim Containment Plan
• Identify Root Causes
• Choose and Verify Permanent Corrective Actions
• Implement Permanent Corrective Actions
• Prevent Recurrence
• Congratulate the Team

Q: How can the 8D method be applied across different industries?

A : The 8D method is adaptable and may be used to solve a wide variety of complicated problems in a number of different industries, including manufacturing, aerospace, automotive, healthcare, and technology. Organizations should modify the process to match the particular requirements and context of the current challenge in order to utilize the 8D technique effectively.

Q : What are some tips for successfully implementing the 8D Problem Solving method?

A : To ensure the success of the 8D method, organizations should

• Emphasize clear communication.
• Foster a culture of collaboration and continuous improvement.
• Employ effective project management tools and techniques .

Q: What is the role of root cause analysis in the 8D method?

A : The 8D method’s key element is root cause analysis, which identifies the root reasons of an issue. Organizations can create focused solutions that solve the issue at its foundation rather than just masking the symptoms by addressing the root causes.

Q: How can the 8D method help prevent the recurrence of problems?

A : By recognizing potential future issues that may result from comparable root causes and modifying processes and procedures accordingly, the 8D technique aids in preventing the recurrence of problems. This proactive strategy assists companies in making continuous improvements and reducing the possibility that similar issues will arise again.

Ronnie Patterson

Ronnie Patterson, founder of MagnÜron, is a multifaceted entrepreneur with a diverse background in music, electronics engineering, and engineering management. Drawing on experience across various industries, He offers expertise in SEO, operations, and strategy to help businesses thrive. Possessing a unique perspective and unwavering commitment to collaboration, and ideal partner for growth and success.

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8D Methodology – Problem Solving tool

Table of Contents

Disciplined Problem Solving is essential

Hello everyone in this post we learn & explain 8D analysis problem-solving methodology.

Introduction of 8-D Methodology

Today we want to explain the

• Purpose of the eight disciplines for team oriented problem-solving
• Understand the importance and the interactions of each of the disciplines
• Use the 8D methodology for problem solving, and for corrective and preventive action implementation.

We established cause-and-effect relationships , therefore we built hypotheses for improvement and used statistical analyses to verify these improvement ideas. And then finally we established long-term sustainability through process control.

Now, as we said, business success means reducing the variation and centering our critical to quality parameters leading to reduced costs, reduced defects, improved productivity, reduced cycle time, better matching our customer needs, so that which may lead to an increased organisational profit.

In this post, we want to introduce the 8D, which is a problem-solving methodology. So 8D focused on identifying, correcting and preventing a problem. The 8Ds have their origins in the United States military and in the automotive industry. Ford documented the 8D method in the late 1980s. And the method defines eight disciplines or stages, and there’s a new stage added, state zero.

8D is used for handling customer complaints and re-occurring process problems. Once it happens you grab a team, then you need to understand the problem and take containment actions. You need to find the root cause and choose a corrective action, implement the corrective action and then learn a defined prevention for the future before you release and congratulate the team.

what is a problem?

Now, we looked earlier at control charts which proposed by Dr. Shewart, and he talked about two different sources of variability in a process, either common causes or special causes. This type of variation is explain in the post of Statistical Process control.

Common causes is accepted as part of a process. Whereas special cause variability on the other hand produces disturbances in the process and usually increases the variability beyond acceptable levels. And special cause should be then discover and eliminated.

It is important to fix the problem, don’t fix the blame…..!

So as we just said, common cause variability, we would work on improving that with the Six Sigma methodology, going through the DMAIC cycle. But for something that is out of control, a problem, we can use the 8 D problem-solving methodology which we then apply to bring long term stability to our process.

Anything outside of the specifications is a defect. Now, often if we see a special cause, we could have a defect.

So how does this relate to 8D?

Well again, you know with some sort of overlap possibly, the 8D analysis helps bring stability to our process. Okay, then let’s go through the different steps of the 8D problem-solving methodology.

What is 8D?

• 8D is a disciplined process which addresses problem solving in a methodical and analytical way
• Each step of the 8D analysis Process is preceded by letter ‘D’ which stands for discipline.
• The 8D process seeks to define and understand a problem, so that by taking this approach we can continuously improve quality by eliminating the causes of problems and prevent their re-occurrence.
• Each discipline has an input and output
• the output of one step becomes input for next step.

D0- Prepare for problem solving process OR Awareness of problem

Evaluate the need for problem solving process when a symptom / problem is noted

• Does the severity, urgency, size and / or complexity of the symptom exceed the ability of one person to resolve?

Determine if there is a need for an Emergency Response Action to protect an internal or external customer

• Emergency Response Action entails reworking and replacing nonconforming or suspect material(s). In other words, sometimes this may include sorting or reworking on-site.
• The whole idea of an Emergency Response Action is to protect the customer.
• Emergency Response Action is different than an Interim Containment Action (D3)

If I had six hours to cut down a tree, I would spend four hours sharpening the axe”. Abraham Linken

D1- Establish the Team

The first D1 in 8D methodology is team formation.

Select a Champion

• The Champion is a designated member of management who has the authority to sanction the improvements

Select a Team Leader

• The team leader is a spoke person for the team. He ensures that progress is being made, schedules meetings and coordinates the efforts of all the team members

Select Team Members

• CFT can be created at any level of the organization. However, they should be formed as close to the process or problem and its solution as possible
• CFT typically consists of four to seven (4 to 7) members.
• Appropriate specialists can be team members or may be invited to meetings as needed.
• Most of the members are usually those affected by the problems the team is formed to solve.

Generic rules

• Team should establish ground rules
• Finalize the Decision-making criteria / Model How the decision is made

Now, then you want to form a team . Team leader should be someone who has the right expertise to solve the problem, generally the owner of the process or the area where the process occurred. And so, this person is responsible for meeting any requirements and expectations of the organization or from external customers, for example, like how fast the problem should be solved. But here, this is more the expert, the area leader.

8D moderator – not an expert.

And then finally the most important is the team members, these are people that really are the experts assigned to work on the problem with their specific knowledge, and they then need to work. So we’ll have experts, specific knowledge, They need to have the time allocated and the resource allocated so that they can work on the problem, and they need to work within the constructs of the 8D, so that this can be resolved in the proper manner.

D2- Describe the Problem

The purpose of D2 is to describe the internal / external problem by

• Identifying ‘What is wrong with what’
• Detailing the problem in quantifiable terms

Use 5W / 2H Questions

• Who – Identify which customers complaining? / Who is affected?
• What – Identify the problem adequately and accurately.
• When – Timing …When did the problem start?
• Where – Location …where is it occurring?
• How – In what mode or situation first the problem occurs?
• How many – Magnitude …quantify the problem.
• Why – Any known explanations contributing to the problem should be stated.

Above all the questions of 5W-2H, Read more about the 5W 2H by click here .

Conduct “Is / Is Not” Analysis (to bring in more clarity about the problem)

D1- Establish the Team                                                                                 D2- Describe the Problem

D3- Develop the Interim Containment Action

Define and implement interim (containment) actions to isolate the effect of the problem from any internal / external customer until corrective action is implemented

Verify the effectiveness of the containment action, so the quantifiable verification can be provided by

• Check sheets
• Dot Plots and Histograms
• Control Charts
• Paynter Charts

Protect the customer Containment actions are used to buy time. So the principal objective is to protect the customer from experiencing additional problems.

In the Interim containment action, we have identified

1. Whether suspect material is segregate?, quarantine and tagged in the entire supply chain? (Field, warehouse, FG, in process, receipt stores and in transit?

2. Whether details are capture? w.r.t. quantity, cut off numbers, implementation dates

3. Whether specific immediate actions are clearly determine? which may include additional inspection / checks, additional operations etc.

4. Whether details are capture? w.r.t. ion qty., cut off nos., implementation dates etc.

5. Whether documented & clear work instructions are provided for the above containment and immediate actions so that there is no ambiguity while implementation & execution?

6. Whether above is communicate through document? or mail to all concerned and affected parties?

7. Whether adequate supporting data is available? & included in 8D analysis report w.r.t. effectiveness & implementation of interim actions (both containment & immediate)?

8. Whether % effectiveness of each action clearly identified based on fact and team consensus?

D4- Define & Verify Root Cause and Escape Point   

Generate Potential Root Causes

Brainstorm using Cause and Effect Diagrams :

Find out the potential / possible causes using the cause and effect diagram , In addition filter out the all possible causes to very few probable causes. Then next use the cause analysis to find out valid cause for the problem generation and escape cause.

Use Five why for the potential causes to get the system root cause:

After found out the valid cause use the Why-why analysis tool, so that we get the root cause for problem generation and escape.

D5- Choose and verify Permanent Corrective Actions

Implement the corrective action to ensure the root causes have been removed. In other words, verify the permanent corrective action are implemented as intended .

For implementation of corrective action plan out the implementation and setup some matrix to verify long term effectiveness.

D6- Implement and Validate PCA

• Define & implement the appropriate corrective actions
• Choose on-going controls (e.g. Process sheet ) to ensure the root cause is eliminated

D7- Prevent Recurrence

However behind all root causes there are systematic issues. Therefore which need fixed to avoid the recurrence of this cause to avoid the same problem in future. So that goal of prevent recurrence is to change the system that allowed the problem to occur in the first phase

Preventing recurrence

• Notify all personnel of the resolution areas
• Update all relevant documents – Process Flow Diagrams, FMEA , Control Plan, check sheets, etc.
• Update change control records

Look for new opportunities

• Examine – similar processes
• Other locations
• Other parts in part family

Log lessons learnt from this 8D analysis study.

D8- Recognise team & Individual contributor

In this category, we have to ensure

1. Whether lesson learnt is document? and discussed with team?, 2. whether opportunity for horizontal deployment is identify? 3. Whether plan is work out? 4. Whether complete closure for 8D analysis is document for future references? share with other members in the organization, so that learning are effectively utilize. 5. Whether tangible & intangible benefits are calculate? & included in the overall report?

And finally, you’ve got then the release and the signature of the author of the report and the final date of the closure. And once all 8D steps done, then the 8D analysis can be closed.

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Mastering 8d problem solving: a comprehensive guide for businesses.

Table of contents

• What is 8D Problem Solving?
• The 8 Disciples of Problem Solving
• Implementing 8D Problem Solving Methodology

Example of Successful 8D Problem Solving

• Common Challenges and Best Practices

Measuring the Effectiveness of 8D Problem-Solving Efforts

Problem solving is a vital skill for any business that wants to survive and thrive in today’s competitive and dynamic environment. However, not all problems are created equal. Some are simple and straightforward, while others are complex and multifaceted. How can businesses effectively tackle these challenging problems and prevent them from recurring?

One of the most powerful and proven problem-solving methodologies is 8D problem solving. 8D stands for eight disciplines, which are a series of steps that guide teams through the process of identifying, analyzing, resolving, and preventing problems. 8D problem solving can help businesses improve their quality, reduce their costs, and enhance their customer satisfaction.

What is 8D Problem Solving

8D problem solving is a structured and systematic approach to solving complex problems that require cross-functional collaboration and root cause analysis. It was developed by Ford Motor Company in the late 1980s as a way to address customer complaints and improve product quality. Since then, it has been widely adopted by many organizations across various sectors.

The core principles and objectives of 8D problem solving are:

• Focus on the customer’s needs and expectations
• Involve a multidisciplinary team with relevant expertise and authority
• Use data and facts to support decision making
• Identify and eliminate the root causes of the problem
• Implement corrective actions that prevent reoccurrence
• Document and communicate the problem-solving process and results

The 8D methodology differs from other problem-solving approaches in several ways. First, it emphasizes team-oriented problem-solving. Second, it follows a sequential and logical order of steps that ensures thoroughness and consistency. Third, it uses various tools and techniques to facilitate analysis and action. Fourth, it incorporates feedback loops and verification methods to ensure effectiveness and sustainability.

The Eight Disciples of Problem Solving

D1: establish the team.

The first step in the 8D approach is to form a team that will work on the problem. The team should consist of members who have knowledge, experience, or involvement in the problem area. The team should also have a leader who will coordinate the activities and communicate with stakeholders.

The purpose of establishing the team is to:

• Define the roles and responsibilities of each team member
• Establish the scope and boundaries of the problem
• Set the goals and expectations for the problem-solving process
• Allocate the resources and time required for the process

D2: Describe the Problem

The second step in this problem-solving method is to define and describe the problem in detail. The team should use data and facts to describe the problem as accurately as possible. The team should also use tools such as the 5W2H method (who, what, where, when, why, how, how much), Six Sigma, or an IS/IS NOT matrix to clarify the aspects of the problem.

Defining and describing the problem allows businesses to:

• Establish a common understanding of the problem among the team members
• Identify the symptoms, effects, and impacts of the problem
• Quantify the magnitude and frequency of the problem
• Specify the criteria for evaluating potential solutions

D3: Develop Interim Containment Actions

The third step in 8D problem solving is to develop interim containment actions that will prevent or minimize the negative consequences of the problem until a permanent solution is found. The team should identify and implement actions that will isolate, control, or eliminate the causes or sources of variation that contribute to the problem.

When you develop interim containment actions, you:

• Protect the customer from defective products or services
• Reduce the risk of further damage or harm
• Maintain operational continuity and stability
• Buy time for root cause analysis and corrective actions

D4: Determine Root Causes

The fourth step in the 8D method is to determine the root causes responsible for creating or allowing the problem to occur. The team should use data analysis tools such as Pareto charts, histograms, scatter plots, or fishbone diagrams to identify possible causes. The team should also use root cause analysis techniques such as 5 Whys, fault tree analysis, or Failure Modes and Effect Analysis (FMEA) to verify or validate the causes.

The purpose of determining root causes is to:

• Understand why the problem happened
• Identify all possible factors that influence or contribute to the problem
• Eliminate superficial or symptomatic causes
• Prevent jumping to conclusions or making assumptions

D5: Choose Permanent Corrective Actions

The fifth step in 8D problem solving is to choose permanent corrective actions that will address or remove root causes permanently. The team should generate multiple possible solutions using brainstorming techniques such as SCAMPER (substitute, combine, adapt, modify, put to another use, eliminate, reverse) or TRIZ (theory of inventive problem solving). The team should also evaluate each solution using criteria such as feasibility, effectiveness, cost, risk, or impact.

Choosing permanent corrective actions helps to:

• Select the best solution that meets customer needs and expectations
• Ensure that root causes are eliminated or prevented from recurring
• Consider trade-offs between different solutions
• Plan for implementation challenges or barriers

30+ Audit and inspection checklists free for download.

D6: implement permanent corrective actions.

The sixth step in 8D problem solving is to implement permanent corrective actions that were chosen in D5. The team should develop an action plan that specifies who will do what by when using tools such as Gantt charts or PDCA cycles (plan-do-check-act). The team should also execute the action plan according to schedule using tools such as checklists or standard operating procedures.

The purpose of implementing permanent corrective actions is to:

• Put the chosen solution into practice
• Monitor progress and performance during implementation
• Resolve any issues or problems that arise during the implementation
• Document changes or modifications made during implementation

D7: Prevent Recurrence

The seventh step in 8D problem solving is to prevent recurrence by ensuring that permanent corrective actions are effective and sustainable. The team should verify that root causes have been eliminated using tools such as control charts or statistical process control (SPC). The team should also validate that customer requirements have been met using tools such as surveys or audits.

Preventing reoccurrence helps to:

• Confirm that permanent corrective actions have solved the problem
• Evaluate customer satisfaction with products or services after implementation
• Identify opportunities for further improvement or optimization
• Standardize best practices or lessons learned from implementation

D8: Recognize Team Efforts

The eighth step in 8D problem solving is recognizing team efforts by acknowledging their contributions and achievements throughout the process. The team should celebrate their success by sharing their results with stakeholders using tools such as reports or presentations. The team should also appreciate their efforts by rewarding them with recognition or incentives.

The purpose of recognizing team efforts is to:

• Motivate team members for future challenges
• Build trust and rapport among team members
• Enhance team morale and cohesion
• Promote a culture of continuous improvement

Implementing 8D Problem-Solving Methodology

Implementing an 8D problem-solving methodology can be challenging for many businesses due to various factors such as organizational culture, resources, or complexity. However, with proper planning, preparation, and execution, it can be done successfully.

Here is some practical guidance on how businesses can effectively implement the 8D process:

Define clear roles & responsibilities for each discipline

One of the key factors for successful implementation is having clear roles & responsibilities for each discipline within the 8D process. Each discipline requires specific skills, knowledge, or authority that may not be available within a single person or department.

Therefore, it is important to assign appropriate roles & responsibilities for each discipline based on their expertise & involvement in the problem area.

Some examples of roles & responsibilities are:

By defining clear roles & responsibilities for each discipline, businesses can ensure accountability, transparency, and collaboration throughout the process.

Establish a common language & framework for communication

Another key factor for successful implementation is having a common language & framework for communication among team members & stakeholders. Communication is essential for sharing information, ideas, or feedback during the process.

However, communication can also be challenging due to different backgrounds, perspectives, or expectations among team members & stakeholders. Therefore, it is important to establish a common language & framework for communication that can facilitate understanding, alignment, and agreement throughout the process. Some examples of common language & framework are:

• Using standard terminology & definitions for the 8D process
• Implementing visual tools & templates to document & present the 8D process
• Using common metrics & criteria to measure & evaluate the 8D process
• Establishing feedback mechanisms & channels to communicate & collaborate during the 8D process

By establishing a common language & framework for communication, businesses can ensure clarity, consistency, and quality throughout the process.

Provide adequate training & support for team members

A third key factor for successful implementation is providing adequate training & support for team members who are involved in the 8D process. Team members need to have sufficient knowledge, skills, or confidence to perform their roles & responsibilities effectively. However, team members may not have prior experience or exposure to the 8D process or its tools & techniques. Therefore, it is important to provide adequate training & support for team members that can enhance their competence & capability during the process. Some examples of training & support are:

• Providing formal training sessions or workshops on the 8D process or its tools & techniques
• Offering coaching or mentoring from experts or experienced practitioners on the 8D process or its tools & techniques
• Contributing access to resources or references on the 8D process or its tools & techniques
• Maintaining feedback or recognition of team members’ performance or improvement during the 8D process

By providing adequate training & support for team members, businesses can ensure effectiveness, efficiency, and engagement throughout the process.

To illustrate the versatility and applicability of 8D problem solving across different industries and contexts, here is a hypothetical example of successful 8D problem solving:

Example: Reducing Customer Complaints in a Food Manufacturing Company

A food manufacturing company was facing a high rate of customer complaints due to foreign materials found in their products. The company used 8D problem solving to address this issue and improve product quality. Here are the steps they took within each discipline:

The company formed a cross-functional team consisting of representatives from quality assurance, production, engineering, and customer service. The team leader was the quality assurance manager who had the authority and responsibility to coordinate the activities and communicate with stakeholders.

The team defined and described the problem using data and facts from customer complaints and product inspection records. The team used the 5W2H method to clarify the aspects of the problem. The problem statement was: “In the past six months, we have received 25 customer complaints due to foreign materials such as metal shavings, plastic pieces, or wood chips found in our products.”

The team developed interim containment actions that would prevent or minimize the occurrence of foreign materials in their products until a permanent solution was found. The team identified and implemented measures such as increasing the frequency and intensity of product inspection, installing additional metal detectors and filters in the production line, and segregating and quarantining any products that were suspected or confirmed to contain foreign materials.

The team determined the root causes that were responsible for creating or allowing foreign materials to enter their products. They then used data analysis tools such as Pareto charts and fishbone diagrams to identify potential causes. Root cause analysis techniques such as 5 Whys to verify or validate the causes were also implemented.

Ultimately, they found that there were three main root causes:

• inadequate maintenance of equipment that resulted in metal shavings or plastic pieces falling off during operation;
• improper handling of raw materials that resulted in wood chips or other contaminants being mixed in during storage or transportation;
• lack of awareness or training of staff on how to prevent or detect foreign materials in products.

The team chose permanent corrective actions that would address or remove root causes permanently. The team generated multiple possible solutions using brainstorming techniques such as SCAMPER and TRIZ. They also evaluated each solution using criteria such as feasibility, effectiveness, cost, risk, or impact. Eventually, they selected the best solutions that met customer needs and expectations.

The solutions were:

• implementing a preventive maintenance program for equipment that included regular inspection, cleaning, and replacement of parts;
• establishing a quality control system for raw materials that included verification, testing, and labeling of incoming materials;
• conducting a training program for staff on how to prevent, detect, and report foreign materials in products.

The team implemented permanent corrective actions that were chosen in D5. An action plan that specified who would do what by when using tools such as Gantt charts and PDCA cycles was then developed. They then executed the action plan according to schedule using tools such as checklists and standard operating procedures.

The team prevented recurrence by ensuring that permanent corrective actions were effective and sustainable. They first verified that root causes had been eliminated using tools such as control charts and statistical process control (SPC). Next, they validated that customer requirements had been met using tools such as surveys and audits. After implementing permanent corrective actions, the rate of customer complaints due to foreign materials dropped by 90%.

Team efforts were recognized by acknowledging their contributions and achievements throughout the process. The team celebrated their success by sharing their results with stakeholders using tools such as reports and presentations. Management also appreciated their efforts by rewarding them with recognition or incentives such as certificates, gift cards, or bonuses.

Common Challenges and Best Practices in 8D Problem Solving

Despite its benefits and advantages,

8D problem solving can also pose some challenges for businesses that want to implement it effectively. Some of these challenges are:

• Resistance to change from staff or management who are used to existing processes or practices
• Lack of commitment or support from senior leaders who do not see the value or urgency of problem-solving
• Difficulty in defining or measuring problems
• Insufficient data or information to support analysis or decision making
• Conflicts or disagreements among team members or stakeholders due to different opinions or interests

To overcome these challenges and ensure successful 8D problem solving, businesses can adopt some best practices such as:

• Communicating the benefits and objectives of 8D problem solving to staff and management
• Securing the buy-in and sponsorship of senior leaders who can provide direction and resources
• Using clear and objective criteria to define and measure problems
• Collecting and analyzing relevant and reliable data or information
• Resolving conflicts or disagreements through constructive dialogue and compromise

To ensure that 8D problem-solving efforts are not wasted or forgotten, businesses need to measure the effectiveness and impact of their initiatives. Measuring the effectiveness of 8D problem-solving efforts can help businesses:

• Assess whether they have achieved their goals and expectations
• Evaluate whether they have improved their performance and customer satisfaction
• Identify areas for further improvement or optimization
• Demonstrate their value and credibility to stakeholders

To measure the effectiveness of 8D problem-solving efforts, businesses can use various methods such as:

• Key performance indicators (KPIs) that can be used to quantify the results or outcomes of 8D problem-solving initiatives. Some examples of KPIs are customer satisfaction scores, defect rates, cycle times, or cost savings.
• Data collection and analysis tools that can be used to gather and interpret data or information related to 8D problem-solving initiatives. Some examples of data collection and analysis tools are surveys, audits, control charts, or statistical process control (SPC).
• Periodic reviews and feedback mechanisms can be used to monitor and evaluate the progress and performance of 8D problem-solving initiatives. Some examples of periodic reviews and feedback mechanisms are reports, presentations, meetings, or feedback forms.

By measuring the effectiveness of 8D problem-solving efforts, businesses can ensure that they are continuously improving their quality, efficiency, and customer satisfaction.

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Continual Improvement || Quality Management

June 14, 2022.

Written by PS

Solutions || training.

Most problem-solving tools are built on PDCA (Plan-Do-Check-Act) model, and 8D is one of the popular tools in this category.

8D is a structured approach to investigate and solve various problems and provides many benefits for the users, such as identification of permanent positive solutions, increase effectiveness and efficiency of processes and provides a standardized method of addressing the problems.

The 8D acronym comes from a list of 8 Disciplines, and these are:         D1. Use a team approach (8D team)         D2. Problem Description         D3. Interim Containment Actions         D4. Identify the Root Causes         D5. Plan Solutions/Actions         D6. Implement Solutions/Actions         D7. Prevent Recurrence         D8. Team recognition

D1: Problem-Solving Team

The first characteristic of this tool is the team approach, in other words working on the problem in a team. This doesn’t mean that every situation to be addressed will require a large team, or even a team, instead, the size of the team should be commensurate with the complexity of the problem in question. Individuals may solve certain problems, even using this tool, by working alone.

When gathering a team, it is important to consider: • Who will be part of the team? The most successful teams are cross-functional, and a variety of skills, knowledge and expertise may help solve problems faster and find better solutions. • What is the team size? Smaller teams are generally working better and more efficiently. • What roles will be needed in the team? Some of the most common roles in a team are Team leader, Champion, Subject Matter Expert, Sponsor, Records keeper, Timekeeper, Contributor, etc. • What are the team boundaries? Limitations are to be defined to know the boundaries of the team.

After the team is gathered, few start-up elements need to be clearly defined: • Assign a role for each team member • Define the ground rules, like communication methods, meetings, conflicts resolution, decision-making process • Communicate the team boundaries, like deadlines, budgets, team members’ time constraints, compliance to regulations, communication required, activity scope, approvals required, etc.

D2: Problem Description

This second discipline is very important as it may set the team for a successful and efficient resolution of the problem if defined properly. The problem description should: • state the problem to be investigated, • provide details about how and where the problem was detected or can be detected, • highlight the known symptoms • provide any other known information. In this step, the scope of the investigation needs to be clarified, what is included and what is excluded from the investigation of the problem. Problem description focus is to provide initial background data to the problem-solving team to be able to investigate and properly address the problem and not to state any solutions in this step.

D3: Interim Containment Actions

Interim containment actions are those actions, as the name says, defined and implemented to contain the problem temporarily, or in some cases to prevent potential safety issues until root causes are found, and permanent solutions are defined and implemented. In certain situations, it may protect the customer or the organization itself while the problem-solving team works on permanent measures. The need and complexity of the interim containment actions depend on the context of the problem. The interim containment is usually costly and does not add value to the process, but it may prevent further costs caused by the problem. Temporary activities like sorting the goods, stopping deliveries, slowing down the process, adding extra steps in the process, all constitute examples of interim containment actions. Even if these actions are temporary, they still should be validated that they work as intended and do not cause other problems.

D4: Identify the Root Causes

The critical step in this problem-solving tool is the identification of root causes. Most recurrences happen because root causes are not properly identified, and the problems are treated only superficially by addressing the effects of the problems. Usually, the problem we see at the surface is just an effect of the real problem (root cause). Finding the real problem, the root cause of the issue usually involves looking at the effects and identify their causes, as well as use data to dig deeper until the root cause is identified. There is no special unique formula to identify the root cause, and depending on the nature of the problem, one or more tools may be used. Among these tools, there are multiple categories, like: • Process Mapping tools (e.g., Flowcharts, Workflow diagrams, Value Stream Maps, etc.) • Data Collection tools (e.g., Brainstorming, Cause & Effect Diagram / Fishbone, Checklists, Surveys, Tallys Sheet, etc.) • Data Analysis tools (e.g., Pie Charts, Histograms, Trend Charts, Scatter Diagrams, Pareto Charts, Five-Whys, Cost of Quality, What is – What Isn’t, etc.) • Statistical tools (e.g., Control Charts, Anova, Process Capability, Gauge R&R Studies, Design of Experiments, etc.,)

Every problem may have or multiple causes, which can be grouped to form a Cause & Effect Diagram into categories like 6M (Method, Machine/Equipment, Medium/Environment, Material, Manpower/People, Measurement) or Affinity grouping (e.g., 8 Wastes: Motion, Inventory, Waiting, Transportation, Defects, Overproduction, Overprocessing, Underutilized skills).

Cause – Effect Diagram

In general, a cause is an effect of a deeper cause, which also is an effect of another cause, creating this way a chain of causes & effects. Going back to find the cause of each effect, may lead us to the root cause. While collecting the data helps us find answers to questions about “when”, “where”, “how”, “who” and “what” happened, understanding the “why”, can be our root cause. To understand the “why”, investigative tools, as 5-Whys, What Is-What is Not, or Timeline Analysis can be used. How do we know that we found the root cause? If the root cause we found explains all that we know about the problem is and what isn’t, that it is very likely that we identified it properly. However, the root cause should be verified and one method to do so is by running some simulations to see if it triggers expected failures based on the gathered data or by implementing the solutions defined and validating the outputs versus expectations.

D5: Plan Solutions/Actions

To plan the solutions to implement, first it is needed to compile a list of potential solutions which may address the root cause. A solution or multiple potential solutions will become evident once the root cause is found. Then based on pre-established criteria for evaluating these potential solutions, some solutions will be selected. These criteria may include (not exhaustive list): practicability, feasibility, cost-effectiveness, transferability, robustness, sustainability, ability to prevent the problem from recurring, etc. Always, the preventive solutions must be favoured versus detection solutions. When prevention is not possible, the strongest detection solution needs to be chosen. In some cases, depending on the boundaries set in the beginning, certain approvals may be needed before the solutions/actions are implemented.

D6: Implement Solutions/Actions

D7: prevent recurrence.

With the solution in place, before anything else, it is needed to verify and validate the solution. Hard data must be collected and reviewed to ensure that the root cause was properly addressed, and no other problems surfaced. Data analysis and statistical tools may be used in this step. Internal audits may be used to check the effectiveness of the solution. Once this is completed, the interim containment action which is still in place can be removed and any relevant documentation must be updated. Also, it is beneficial to share lessons learned with others in the organization and implement the solution to other similar processes which may be affected by the same root cause.

D8: Team recognition

The team deserves congratulations upon completing the project and eliminating the problem. Letting team members know that their work is important for the organization, is an important part of the recognition process. They are many forms of recognition, and it should match as much as possible the personal style of the team members. This can be done through group celebrations, internal communication, one-on-one acknowledgement, bulletin boards, town halls recognition, “thank you” notes, rewards, etc. But the most important part of the recognition is to be sincere and timely.

Saying or giving a “Thank you” note is easy, but makes a big difference.

Problem-Solving tools

There is a multitude of Problem-Solving tools, some of these listed here above. Some of these tools we will present and provide more details in other articles.

If you or are interested in learning more or even getting a totally FREE template to use related to these tools, subscribe to our newsletter below or send us a message and we will be happy to help you.

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What is Problem Solving?

A problem is a scenario where the desired and the actual outcomes differ. Problem-solving is a process where the problem is identified, and the best possible solution is implemented after identifying the root cause of the problem. There is no one-size-fits-all problem-solving method. The alternatives for the problem can be identified and implemented from the customer's perspective. It is entirely fact-based, attempting to implement a process that lessens or eliminates obstacles to achieving strategic goals.

AS13000 explains the Problem-Solving standard for suppliers within the aero-engine sector with the Eight Disciplines (8D) problem-solving method. The course provides attendees with an extensive and uniform set of tools to become an 8D practitioner and meets all the essentials of the training curriculum in AS13000. Accomplished application of 8D brings off robust remedial and deterrent actions to lessen the likelihood of repeat incidents and cut back on the cost of substandard quality. It is indispensable to enable long-term customer-supplier relationships and certainly contributes towards zero deficiency and goodwill. This course contains distribution support, practical implementation exercises of the toolkit, and guidance in stages on each of the eight disciplines.

Benefits of 8D Problem-Solving Methodology

8D Problem Solving methodology is a widely accepted, structured, and conformable problem-solving approach. The techniques enable organizations to profit from enhanced quality competence and decreased waste related to the Cost Of Poor Quality (COPQ). It emphasizes combined effort rather than depending entirely on individual contribution. It also enables the team members to become acquainted with a well-structured method of problem-solving and to learn from past problems. Hence, they can more easily address other difficulties that they may encounter in the future. This method encourages a team-based approach of open communication around problematic situations. And keeps the management informed about problems that affect the business so that they can address problems more quickly and constructively for remedial action, problem-solving, and constant upgradation.

Overview of the 8D Methodology

Introduction

· AS13000 basics - Problem-Solving standard for suppliers within the aero-engine sector with the Eight Disciplines (8D) problem-solving method.

· Overview and benefits of the 8D methodology.

D0 - Regulation and Definition of Problem

D1 - Establishing the Team

D2 - Define the Problem

D3 - Develop Containment Action

D4 - Identify and Verify the Root Cause

D5 - Identify and Verify Permanent Corrective Action

D6 - Implement and validate permanent corrective actions

D7 - Prevent Recurrence

D8 - Draw Conclusions and Congratulate Teams.

The use of problem-solving techniques can be seen in:

• ISO-9001:2015
• IATF 16949:2016
• QS-9000 TE Supplement
• QS-9000 Semiconductor Supplement
• Quality Operating System (QOS)
• Total Quality Management (TQM)
• ISO 14001:2015 Environment Management System
• ISO/IEC 17025:2017 Laboratory Quality System
• Benefits of Problem-Solving
• Identify Customer Expectations and Competitive Bench Marks
• Establish Strategic Imperatives
• Identify Processes and Measurable
• Disaggregate Data using Pareto Diagrams
• Identify Improvement Projects
• Conduct Problem-Solving with Cross-Functional Teams
• Review Progress Regularly

Problem Solver Software

A common tool and knowledge bank to track, manage, and resolve problems. Problem Solver is designed to be a single repository of all internal and external problems.

• Request for Information
• Problem-Solving - Employing the 8D Methodology
• Problem-Solving - Root Cause Analysis
• Effective Problem Solving (EPS) - Problem-Solving Methodology and Concepts
• Tolerance Stack-Up Analysis (GD&T Application)
• Design of Experiments (DOE)
• Zero Defects Using Layered Process Audits
• Taguchi Design of Experiments
• Seven Statistical Tools
• Zero Defects using Poka Yoke (Mistake Proofing)
• Statistical Process Control (SPC) and Associated Tools

Consulting Quote

Antony John

Whitepapers

Case studies.

8D Training

8d training (onsite).

– Training at Your Facility –

⇓   8D Training Course Details

⇓   8D Training Course Description

⇓   8D Training Course Objectives

⇓   8D Training Course Outline

⇓   Learn More About 8D Training

8D Course Details (Onsite)

When you choose onsite Eight Disciplines of Problem Solving (8D) Training, Quality-One brings the knowledge to you, resulting in immediate benefits for your team. The convenience of Onsite Technical Training has made it a popular option for many of our clients who require five or more participants to be trained.  Expenses are minimal compared to having the whole team travel.

8D Course Description (Onsite)

The Quality-One 8D problem solving training course follows the steps of 8D in a dynamic, instructor-led environment. The course describes to participants the methodologies that have proven to be best practices for effective 8D development. Each participant will be able to interact with all of the elements of the 8D process, including the use of tools such as: Ishikawa/ Fishbone, Affinity Diagrams, Is / Is Not, Process Flow and Comparative Analysis. All activities will include industry-specific examples and terminology.

Participants will learn how to follow the 8D process steps while working in a Cross Functional Team (CFT). They will also practice problem solving tools to support a root cause and eliminate it through permanent corrective action. Participants can expect team activities and relevant exercises in a workshop format. The Quality-One 8D training materials and examples also provide an invaluable resource for review time after time.

8D Course Objectives (Onsite)

Participants can expect to learn and develop skills to confidently:

• Perform 8D step by step
• Link 8D to Failure Mode and Effects Analysis (FMEA) , Product Development Process and Advanced Product Quality Planning (APQP)
• Facilitate an effective 8D
• Participate in 8D exercises
• Define root causes and mechanisms of failure
• Set up a Cross Functional Team (CFT)
• Determine effective Interim Containment Action
• Manage and store 8D content (Lessons Learned) for future use
• Ishikawa/Fishbone
• Is / Is Not
• Statistical Process Control (SPC)
• Poka Yoke (Error Proofing)
• Understand links to Control Plan Methodology
• Complete the 8D format correctly

8D Course Outline (Onsite)

Section 1 – 8D Overview

• Team Problem Solving Principles
• Process Description (9 Step Process)
• Team Structure (Cross Functional Team)
• Inductive vs. Deductive Problem Solving
• Change-Induced Problems
• Never-Achieved Problems

Section 2 – Review of Analytical Tools in 8D

• Brainstorming Rules
• Ishikawa / Fishbone
• Affinity Diagram
• Control Chart
• Relationship between 8D and FMEA
• 5 Why (3-Legged Approach)
• Interfaces and Noise Factors
• Error Proofing

Section 3 – 8D Process Step by Step

• Problem Symptom
• Quantified Symptom
• Criteria for 8D Continuance
• Roles and Responsibilities
• Team Preparation
• Agenda and Rules
• Core Team and SMEs
• Repeated Why
• Workshop on Problem Statements and Brainstorming
• Workshop on Problem Description Development
• D3 – Interim Containment Action (ICA)
• Human Factors (Operator Error)
• Comparative Analysis
• Root Cause Theories
• Root Cause Verification
• Escape Point
• Workshop on Root Cause Theories
• Methods for Selecting PCA
• Verification of PCA
• Plan, Do, Study, Act (PDSA) Implementation Plan
• Change Management
• Stakeholders
• Validation Criteria and Sample Size
• Processes and Procedures
• Lessons Learned
• Archive of Documents

8D Training (Offsite)

– Training at Our Facility –

8D Course Details (Offsite)

8D Training in a Quality-One Technical Training Center provides participants with a learning environment that is free from interruption from daily activities. This type of course is recommended for individuals or organizations with less than 5 people who require training. Our offsite Eight Disciplines of Problem Solving (8D) Training activities are developed around principles that all participants can relate to. Offsite training also allows participants from different backgrounds and industries to share their viewpoints and experiences. This discussion often helps participants from one industry take advantage of best practices that are used in another.

8D Course Description (Offsite)

This engaging, instructor-led 8D problem solving training course takes participants through each step of the 8D problem solving process. The course offers each participant the knowledge of methodologies which have proven to be the best practices for 8D development. Each participant will be able to interact with all of the elements of the 8D process, including the use of tools such as: Ishikawa / Fishbone, Affinity Diagrams, Is / Is Not, Process Flow and Comparative Analysis.

Participants will learn how to follow the 8D process steps while working in a Cross Functional Team (CFT). They will also practice problem solving tools to support a root cause and eliminate it through permanent corrective action. Participants can expect team activities and relevant exercises in a workshop format. The Quality-One reference materials and examples also provide an invaluable resource for review time after time.

8D Course Objectives (Offsite)

8d course outline (offsite).

• Ishakawa / Fishbone
• 5 Why (3-Legged 5 Why Approach)
• D0 – Prepare (Plan) for the 8D

8D Training (Online)

– Technical Training Overview –

8D Course Details (Online)

The Quality-One Online Eight Disciplines of Problem Solving (8D) Training Overview is an excellent introduction to the 8D methodology. The course is completely interactive, featuring audio, video, animation and downloadable reference materials. Online training gives you immediate access to 8D process content and is available 24 hours a day.

8D Course Description (Online)

Quality-One Online 8D Training Overview introduces participants to the basic principles of 8D, including each step required in the 8D format. Participants will also be able to understand the sequence of the 8D process and receive guidance on what tools are involved with each step. This course follows a structured approach for defining problems and identifying root causes. The participant will have 30 days to complete this course and can access it at any time.

8D Course Objectives (Online)

Upon completion of this overview, the participant will acquire the knowledge to:

• Understand the 8D process and describe each step
• Describe the tools and methods used in support of 8D
• Explain how 8D teams are structured
• Identify Symptoms, Problem Statements, Problem Descriptions, Possible Causes, Most Likely Causes and Root Causes
• Describe Interim Containment and Permanent Corrective Actions
• Explain how Preventative Analysis benefits organizations
• Explain verification vs. validation during problem solving
• Explain how the escape points link to control plans

8D Course Outline (Online)

• Change Induced Problems
• Never Achieved Problems
• Ishakawa Fishbone
• 5 Why (3-legged Approach)
• D3 – Interim Containment Action
• Root Cause theories
• PDSA Implementation Plan
• D8 – Closure and Congratulate the Team

Learn More About 8D Training

Quality-One offers Quality and Reliability Support for Product and Process Development through Consulting, Training and Project Support. Quality-One provides Knowledge, Guidance and Direction in Quality and Reliability activities, tailored to your unique wants, needs and desires. Let us help you Discover the Value of 8D Consulting , 8D Training or 8D Project Support .

Contact Us | Discover the Value!

(248) 280-4800 | [email protected]

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Practical Problem Solving Tools for Factory and Office

February 5, 2022

Many tools exist to address deviations and defects, but only a few are simple yet effective to address daily issues in manufacturing, development, administration.

When starting systematic trouble-shooting, it is important to choose the right approach. Using a comprehensive method that requires 50 pages to solve a simple problem is a waste of time, while solving a complex problem with a simple tool will most likely not reveal the hidden causes. The optimal choice of Problem Solving Tools depends on the type of issues to be addressed. Before going into details, let’s first review the most common methods used today.

Comparing Popular Methods: 3W, PDCA, 8D, A3, DMAIC, 7STEP

At their core, all scientific approaches follow a similar logic: take quick action to prevent the problem from getting worse and then define the gap, analyze the gap, identify causes, take action, evaluate impact, and embed the solution so that the problem will not reoccur. 

• 3W : When the issue is small and the solution is obvious, a formal analysis is not required. The 3W-method defines  What  to do,  Who  to do it, by  When . This “quick-fix” or “just-do-it” is commonly applied at daily team meetings to contain and correct snags and minor issues.
• PDCA : The Deming or Shewhart cycle “Plan-Do-Check-Act” is the classic method, used by over 80% companies that practice systematic problem solving. PDCA is effective for medium-size problems that require a systematic analysis to uncover underlying causes.
• 8D : The eight disciplines (8D) are commonly used in automotive, and the problem-solving process (PSP) in avionics. Both methods are similar, using 8 steps to address complex problems with focus on a fast reaction to non-conformances, completing the first three steps within three days.
• A3 : The A3-report, developed by Toyota, is an 8-step improvement and problem-solving process that fits on one sheet of paper. The A3-report is most effective to address small- to medium-size problems, and to structure improvement projects.
• DMAIC : The 5-step Six Sigma process “Define-Measure-Analyze-Improve-Control” is a data-centric solving method. DMAIC is used to structure projects and solve complex situations that require statistical analysis to develop the solution, e.g. adjust process parameters to reduce yield loss.
• 7STEP : This seven-step (7S) problem-solving process shares elements with the A3 and 8D, but does not include a formal step for containment. Because of this weakness, the 7STEP process is rarely used today, replaced by 8D to address major deviations and PDCA for smaller issues.

Comparing the most-popular processes for trouble-shooting and root-cause analysis shows how similar they are. For example, the PDCA planning phase covers the first three steps in DMAIC and the first five steps in A3 and 8D. Of all those processes, there are two that stick out, that all others are based on – PDCA and 8D – they are therefore considered the “mother” and “father” of practical problem solving tools used today.

Answer 5 Questions to Select the Best Method

When it comes to choosing the right process, it merely depends on the complexity of the situation to address. The more complex or severe, the more formal steps should be applied to make sure no step is missed. Here are five questions that will help you selecting the best process:

• Is the issue small, medium, or large?
• Is the solution obvious or unknown?
• Is it reoccurring or a single incident?
• Is it a single cause or multiple causes?
• Is statistical data analysis required?

3 Practical Problem Solving Tools: Fix, Fish, Tree

There are three practical, yet effective tools to address daily issues in factory and office: The 3W or “Fix” because it is quick, simple, informal;, the PDCA or “Fish” because it is based on the Ishikawa or Fishbone diagram;, and the 8D or “Tree” because it uses logical trees to analyze complex root causes.

• Fix: use 3W (What-Who-When) for informal trouble-shooting , finding a quick action to fix a small issue within a day .
• Fish: use PDCA (Plan-Do-Check-Act) to analyze simple and repeat issues within a week , using the fishbone diagram.
• Tree: use 8D (Eight Disciplines) to systematically eliminate multiple root-causes or complex problems within a month .

Tools and Templates to Eliminate Root Causes

To encourage people to go beyond containment and quick fixes, the method they use must be simple and practical, but also effective and efficient. Over the course of several years, we have tested dozens of different templates and found that the following two forms work best by far. Why? Because the user is given a clear structure, enhanced with pictograms, and the entire solving process can be completed on a single sheet, the key for broad adoption.

The PDCA and 8D templates have proven to be extremely effective in addressing non-conformances; they are practical problem solving tools for teams in manufacturing, quality control, product development, healthcare, back office, and corporate administration to successfully resolve daily issues and prevent them from coming back. You can download the free toolkit in 22 languages here .

Use PDCA Template to Solve Simple Problems

4 Steps to Eliminate Simple Causes

• Plan-1 Record Problem : Describe what happened, where and when, and who is involved solving it.
• Plan-2 Analyze Problem : Assign potential causes to categories: Man, Method, Machine, Material, Management, Milieu (Environment).
• Plan-3 Identify Causes : Ask “why” to drill down to root causes; for complex problems, use several forms, one per branch or issue.
• Do Implement Actions : Create and implement an action plan to contain, correct, and prevent the problem from reoccurring.
• Check Results and Act : Review impact, standardize solution; close the case or initiate further actions by starting a new PDCA cycle.

Use 8D Template to Solve Complex Problems

8 Steps to Eliminate Complex Causes

• D0 Plan : Register problem and define emergency response.
• D1 Team : Identify team members to address the problem.
• D2 Problem : Grasp the situation and describe the problem.
• D3 Containment : Prevent the problem from spreading.
• D4 Diagnostics : Identify direct causes and root causes.
• D5 Correction : Define and prioritize corrective actions.
• D6 Validation : Implement actions and evaluate effectiveness.
• D7 Prevention : Systemize solutions to prevent reoccurrence.
• D8 Completion : Transfer knowledge and recognize contributors.

Become an Effective Problem Solver by Applying Practical Tools and Learning Battle-Tested Methods