problem solving checklist

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• What is 8D? A template for efficient pr ...

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. 

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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. 

Try Asana’s project management tool to break communication barriers and keep your team on track.

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Problem Solving Activity

A question checklist

This question checklist is a simple but effective problem solving activity. It’s straightforward to use and easy to adapt to any specific circumstance.

Using a set of structured questions encourages both broad and deep analysis of your situation or problem. The questions themselves may be simple, but when used as part of the checklist, they become a powerful management tool.

This tool uses a question hierarchy (see our article Best Management Tool Ever? A Good Question for more advice on how to build and use good management questions).

In this hierarchy, “what” broadly states the situation or problem although “why” is arguably the most powerful question you can ask. Asking “why” forces you to consider the significance of the problem and thus the nature of your response.

It can be especially valuable when applied as part of the well known problem solving technique, 5 Whys . The repeated asking of “why”? can enable deep analysis of problems, essential for getting to root causes.

Next you should use “how”, “where”, “who” and “when”. These questions are designed to both deepen and broaden analysis.

When combined into a question checklist, they become both a tool for analysing and solving problems, and the basis for an action plan.

The table below shows the structure of the question checklist, and includes some examples of more detailed, follow-up questions. It’s easy to develop a checklist to suit your own situation but don’t just use the question checklist for problem solving. You could also use it for routine situation analysis or to consider how you might deal with opportunities.

Problem solving activity – the question checklist tool

Using The Question Checklist Tool

Use the question checklist to build a set of questions for the problem or opportunity you’re investigating.

• Spend some time thinking about the checklist yourself, before briefing your team. You may find it useful to read our “T-break” article: Career Builder: Building Your Own Education for some tips on sharing knowledge in the workplace.
• Schedule one or more meetings with your team, to generate ideas about the problem or situation.
• Starting with the “what” questions, discuss all the responses and agree a common understanding of the situation or problem. Flip chart the feedback.
• Spend as much time as you need asking “why”?
• Repeat the activity for each of the primary questions. This may be easier in small groups or teams, for more complex situation.
• What next – decide before the team session what you intend to do next, subject to what is discovered in the analysis and feedback. End with actions to be completed, either in summary, or in preparation for any subsequent meeting. Ensure these are SMART – specific, measurable, attainable, relevant, time-bounded.

You’ll find a really interesting application of the idea of using checklists in this article on the BBC website: Dr Atul Gawande’s checklist for saving lives .

If checklists can make such a difference in life critical activities such as surgery, what benefit can they make to how we manage?

The eighth problem solving step

• Tool 1: When you don’t know what to do
• Tool 2: Defining questions for problem solving
• Tool 3: Finding the right problems to solve
• Tool 4: Problem solving check-list
• Tool 4a: Using the question check-list with your team
• Tool 5: Problem analysis in 4 steps
• Tool 5a: Using 4 Step problem analysis with your team
• Tool 6: Questions that create possibilities
• Tool 6a: Using the 5 questions with your team
• Tool 6b: Putting creativity to work – 5 alternate questions
• Tool 6c: Workshop outline
• Tool 7: Evaluating alternatives
• Tool 8: Creative thinking techniques A-Z
• Tool 9: The 5 Whys technique

Further Reading

>> return to the problem solving hub, looking for more problem solving resources.

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27 Problem-solving strategies to turn challenges on their head

Problems come in all shapes and sizes — from workplace conflict to budget cuts. Creative problem-solving techniques are highly in demand and critical for success across industries. By focusing on defining the problem, identifying its root cause, and considering multiple problem-solving methods, you can solve issues effectively. The ability to tackle problems head-on is essential, and using proven strategies will help you find the best solutions. Let’s explore a five-step process, paired with additional techniques, to enhance your ability to solve even the most complex challenges.

What is an example of problem-solving?

Good problem-solving is key to the decision-making process . For example, a SaaS company experiencing high churn rates might define the problem as poor customer engagement in email marketing campaigns.

To resolve this, the team could brainstorm and ask questions about customer behavior, analyze their marketing tactics, and test new offers or discounts to retain customers. This process emphasizes the importance of evaluating and identifying the root causes to achieve a desired outcome.

5 steps to problem-solving

Perhaps you’ve got a problem you need to tackle. Or maybe you want to be prepared the next time one arises. Either way, it’s a good idea to get familiar with the five steps of problem-solving. 

Use this step-by-step problem-solving method with the strategies in the following section to find possible solutions to your problem.

1. Identify the problem

Start by defining the problem and gathering as much data as possible. Separate facts from opinions, ask relevant questions, and establish a clear situation or problem statement .

Use rational persuasion to make sure your team agrees .

2. Break the problem down 

Identifying the problem allows you to see which steps need to be taken to solve it. Once identified, break the problem into smaller, manageable parts. This step prevents jumping to conclusions and allows you to work systematically.

Then,  strategic planning  should be used to set a time frame for solving the problem and establish a timeline for the completion of each stage.

3. Generate potential solutions

At this stage, the aim isn’t to evaluate possible solutions but to generate as many ideas as possible. 

Use brainstorming and other creative techniques like the six thinking hats. At this stage, aim to involve your team to expand your perspectives and generate various alternatives.

Encourage your team to use creative thinking and be patient — the best solution may not be the first or most obvious one.

4. Evaluate the possible solutions

Use criteria such as feasibility and alignment with organizational goals to narrow down your options. Conduct an evaluation to determine which solution is most likely to solve the problem.

There are usually many factors to consider. So when evaluating a solution, ask yourself the following questions:

• Will my team be on board with the proposition?
• Does the solution align with organizational goals ?
• Is the solution likely to achieve the desired outcomes?
• Is the solution realistic and possible with current resources and constraints?
• Will the solution solve the problem without causing additional unintended problems?

5. Implement and monitor the solutions

Once a solution is chosen, ensure its successful implementation. Then, monitor its progress, ensuring that feedback is collected and that the solution resolves the issue without causing unintended problems.

Request regular feedback from the team members involved and have a monitoring and evaluation plan in place to measure progress.

If the solution doesn’t achieve your desired results, start this step-by-step process again.

27 effective problem-solving strategies

There are many different ways to approach problem-solving. Each is suitable for different types of problems. 

The most appropriate problem-solving techniques will depend on your specific problem. You may need to experiment with several strategies before you find a workable solution.

Here are 27 effective problem-solving strategies for you to try:

• Use a solution that worked before
• Brainstorming
• Work backward
• Use the Kipling method
• Draw the problem
• Use trial and error
• Sleep on it
• Get advice from your peers
• Use the Pareto principle
• Add successful solutions to your toolkit
• Define the problem
• Implement the solution
• Identify the problem
• Solution evaluation
• Identify possible causes
• SWOT analysis
• Generate alternatives
• Means-end analysis
• Solution development
• Build your problem-solving skills
• Divide and conquer
• Evaluate the outcome
• Guess and check
• Make a list
• Read the problem aloud

Let’s break each of these down.

1. Use a solution that worked before

It might seem obvious, but if you’ve faced similar problems in the past, look back to what worked then. See if any of the solutions could apply to your current situation and, if so, replicate them.

2. Brainstorming

The more people you enlist to help solve the problem, the more potential solutions you can come up with.

Use different brainstorming techniques to workshop potential solutions with your team. They’ll likely bring something you haven’t thought of to the table.

3. Work backward

Working backward is a way to reverse engineer your problem. Imagine your problem has been solved, and make that the starting point.

Then, retrace your steps back to where you are now. This can help you see which course of action may be most effective.

4. Use the Kipling method

This is a method that poses six questions based on Rudyard Kipling’s poem, “ I Keep Six Honest Serving Men .” 

• What is the problem?
• Why is the problem important?
• When did the problem arise, and when does it need to be solved?
• How did the problem happen?
• Where is the problem occurring?
• Who does the problem affect?

Answering these questions can help you identify possible solutions.

5. Draw the problem

Sometimes it can be difficult to visualize all the components and moving parts of a problem and its solution. Drawing a diagram can help.

This technique is particularly helpful for solving process-related problems. For example, a product development team might want to decrease the time they take to fix bugs and create new iterations. Drawing the processes involved can help you see where improvements can be made.

6. Use trial-and-error

A trial-and-error approach can be useful when you have several possible solutions and want to test them to see which one works best.

7. Sleep on it

Finding the best solution to a problem is a process. Remember to take breaks and get enough rest . Sometimes, a walk around the block can bring inspiration, but you should sleep on it if possible.

A good night’s sleep helps us find creative solutions to problems. This is because when you sleep, your brain sorts through the day’s events and stores them as memories. This enables you to process your ideas at a subconscious level. 

If possible, give yourself a few days to develop and analyze possible solutions. You may find you have greater clarity after sleeping on it. Your mind will also be fresh, so you’ll be able to make better decisions.

8. Get advice from your peers

Getting input from a group of people can help you find solutions you may not have thought of on your own. 

For solo entrepreneurs or freelancers, this might look like hiring a coach or mentor or joining a mastermind group. 

For leaders , it might be consulting other members of the leadership team or working with a business coach .

It’s important to recognize you might not have all the skills, experience, or knowledge necessary to find a solution alone. 

9. Use the Pareto principle

The Pareto principle — also known as the 80/20 rule — can help you identify possible root causes and potential solutions for your problems.

Although it’s not a mathematical law, it’s a principle found throughout many aspects of business and life. For example, 20% of the sales reps in a company might close 80% of the sales. 

You may be able to narrow down the causes of your problem by applying the Pareto principle. This can also help you identify the most appropriate solutions.

10. Add successful solutions to your toolkit

Every situation is different, and the same solutions might not always work. But by keeping a record of successful problem-solving strategies, you can build up a solutions toolkit. 

These solutions may be applicable to future problems. Even if not, they may save you some of the time and work needed to come up with a new solution.

11. Define the problem

Clarity is key. Break down the issue and analyze each component. This crucial first step ensures you're addressing the right problem, saving valuable time and resources.

12. Implement the solution

Once you've decided on a course of action , it's time to execute. Set clear steps, delegate responsibilities, and keep a close eye on progress. Getting all stakeholders on board is essential for achieving desired outcomes.

13. Identify the problem

Dig deep to find the root cause. This approach helps you focus on the real issue, avoiding unnecessary detours and ensuring you're not just treating symptoms.

14. Solution evaluation

After implementation, take a step back and assess. Did it solve the problem as expected? What was the impact? This reflection allows you to learn and apply insights to future challenges.

15. Identify possible causes

Once you've defined the problem, brainstorm potential sources. Consider various factors like processes, team dynamics, or external variables. This step is vital for accurate diagnosis.

16. SWOT analysis

Break down the Strengths, Weaknesses, Opportunities, and Threats related to the issue. This structured approach offers a comprehensive perspective, clarifying the context for better decision-making.

17. Five Whys

Ask "Why?" five times (or more) to drill down to the root cause. It's a simple yet powerful technique for unraveling complex issues and finding fundamental solutions.

18. Generate alternatives

Don't settle for the first idea. Use brainstorming or other methods to create multiple options. Having a range of choices ensures you can select the most effective approach.

19. Means-end analysis

Compare your current situation to the desired outcome, then identify the steps needed to bridge that gap. This systematic method helps structure your solution path.

20. Solution development

After generating potential alternatives, refine them into actionable plans. Weigh the pros and cons , consider feasibility, and align your approach with available resources and objectives.

21. Build your problem-solving skills

Continuous improvement is crucial. Engage in regular practice, learn new methods, and seek peer feedback . This ongoing development enhances your ability to tackle increasingly complex issues.

22. Divide and conquer

When faced with a complex issue, break it into smaller, more manageable parts. This method allows you to tackle each component individually, making the overall process less daunting.

23. Evaluate the outcome

Once a solution is in place, assess its impact. Did it solve the problem as expected? What lessons can be learned? This evaluation is key for continuous improvement.

24. Guess and check

For smaller, low-risk problems, don't be afraid to make an educated guess and test it. This trial-and-error approach can quickly lead to effective solutions in certain situations.

25. Heuristics

These mental shortcuts or rules of thumb can simplify decision-making. While not guaranteeing perfect results, they're useful for quick decisions when time or information is limited.

26. Make a list

Sometimes, the simplest methods are the most effective. Listing potential causes, solutions, or actions helps organize thoughts and ensures nothing is overlooked.

27. Read the problem aloud

When feeling overwhelmed or paralyzed by decision fatigue , vocalize the issue. This technique forces you to articulate the problem clearly, potentially revealing insights you hadn't noticed before.

What skills do efficient problem solvers have?

Improving problem-solving skills is essential for professional development — both yours and your team’s. Here are some of the key skills of effective problem solvers:

• Critical thinking and analytical skills
• Communication skills , including active listening
• Decision-making
• Planning and prioritization
• Emotional intelligence , including empathy and emotional regulation
• Time management
• Data analysis
• Research skills
• Project management

And they see problems as opportunities. Everyone is born with problem-solving skills. But accessing these abilities depends on how we view problems. Effective problem-solvers see problems as opportunities to learn and improve.

How to improve your problem-solving skills

Ready to work on your problem-solving abilities? Get started with these seven tips.

1. Build your problem-solving skills

One of the best ways to improve your problem-solving skills is to learn from experts. Consider enrolling in organizational training , shadowing a mentor , or working with a coach . Practice problem-solving techniques in real-world scenarios. Focus on learning new methods like functional fixedness or the Pareto principle to expand your skillset.

2. Practice

Practice using your new problem-solving skills by applying them to smaller problems you might encounter in your daily life. 

Alternatively, imagine problematic scenarios that might arise at work and use problem-solving strategies to find hypothetical solutions.

3. Don’t try to find a solution right away

Often, the first solution you think of to solve a problem isn’t the most appropriate or effective.

Instead of thinking on the spot, give yourself time and use one or more of the problem-solving strategies above to activate your creative thinking. 

4. Ask for feedback

Receiving feedback is always important for learning and growth. Your perception of your problem-solving skills may be different from that of your colleagues. They can provide insights that help you improve. 

5. Learn new approaches and methodologies

There are entire books written about problem-solving methodologies if you want to take a deep dive into the subject. 

We recommend starting with reading about problem-solving methodologies, such as Six Thinking Hats or “ Fixed — How to Perfect the Fine Art of Problem Solving ” by Amy E. Herman. 

6. Experiment

Tried-and-tested problem-solving techniques can be useful. However, they don’t teach you how to innovate and develop your own problem-solving approaches. 

Sometimes, an unconventional approach can lead to the development of a brilliant new idea or strategy. So don’t be afraid to suggest your most “out there” ideas. Creativity and out-of-the-box thinking can drive success.

7. Analyze the success of your competitors

Do you have competitors who have already solved the problem you’re facing? Look at what they did, and work backward to solve your own problem. 

For example, Netflix started in the 1990s as a DVD mail-rental company. Its main competitor at the time was Blockbuster. 

But when streaming became the norm in the early 2000s, both companies faced a crisis. Netflix innovated, unveiling its streaming service in 2007. 

If Blockbuster had followed Netflix’s example, it might have survived. Instead, it declared bankruptcy in 2010.

Use problem-solving strategies to push past blockers

When facing a problem, it’s worth taking the time to find the right solution. 

Otherwise, we risk either running away from our problems or headlong into solutions. When we do this, we might miss out on other, better options.

Use the problem-solving strategies outlined above to find innovative solutions to your business’ most perplexing problems.

If you’re ready to take problem-solving to the next level, try parenting with a BetterUp Coach . Our expert coaches specialize in helping teams develop and implement strategies that work.

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Elizabeth Perry, ACC

Elizabeth Perry is a Coach Community Manager at BetterUp. She uses strategic engagement strategies to cultivate a learning community across a global network of Coaches through in-person and virtual experiences, technology-enabled platforms, and strategic coaching industry partnerships. With over 3 years of coaching experience and a certification in transformative leadership and life coaching from Sofia University, Elizabeth leverages transpersonal psychology expertise to help coaches and clients gain awareness of their behavioral and thought patterns, discover their purpose and passions, and elevate their potential. She is a lifelong student of psychology, personal growth, and human potential as well as an ICF-certified ACC transpersonal life and leadership Coach.

What are metacognitive skills? Examples in everyday life

5 problem-solving questions to prepare you for your next interview, 8 creative solutions to your most challenging problems, the pareto principle: how the 80/20 rule can help you do more with less, learn what process mapping is and how to create one (+ examples), leadership activities that encourage employee engagement, adjusting your vision for 2024, how to create a work plan (with template), can dreams help you solve problems 6 ways to try, thinking outside the box: 8 ways to become a creative problem solver, 31 examples of problem solving performance review phrases, 3 problem statement examples and steps to write your own, 10 examples of principles that can guide your approach to work, contingency planning: 4 steps to prepare for the unexpected, stay connected with betterup, get our newsletter, event invites, plus product insights and research..

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