methodatlas
Playbook

Conduct Root Cause Investigation

Move from symptom to contributing causes, patterns, and effective countermeasures.

Outcome

A clear cause hypothesis with evidence, countermeasures, and effectiveness checks.

At the end you have

Problem FrameWhy ChainCause MapPareto ChartA3 Report

Decision point

You can decide which cause or cause group to address first and where effectiveness is recognized.

Next step

Implement the countermeasure, measure impact, and update A3 or improvement log.

Ideal for

  • Quality problems
  • Recurring operational issues
  • Technical or process disruptions

Not good for

  • blame assignment
  • problems without data or observations
Preparation

What should be clear before you start

Roles

  • Problem owner
  • involved functional or technical roles
  • people with data or process expertise

Inputs

  • measurable symptom
  • observations, data, or examples
  • known process and system boundaries

Setup

  • Set analysis boundaries
  • Exclude blame assignment
  • Clarify data sources and evidence quality
Flow

Method path

0 methods
    Completion criteria
    Templates

    Artifacts for this playbook

    Artifacts stay collapsed until you actually need them.

    MarkdownShow template

    Problem Frame

    Worksheet for problem, target audience, impact, and decision context.

    # Problem Frame
    
    ## Problem statement
    
    For whom is which problem relevant in which context?
    
    ## Affected audience
    
    Who experiences the problem, how often, and how do we notice it?
    
    ## Evidence
    
    Which data, observations, or examples support the problem?
    
    ## Impact
    
    Which costs, risks, or missed opportunities arise?
    
    ## Non-goals
    
    What are we deliberately not solving?
    
    ## Next learning question
    
    What do we need to find out next?