Root Cause Analysis

Purpose of this template To gain clearer understanding of possible root causes, and stimulate ideas for creative solutions.
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Help & Training

for ANY Systems2win template
Instructions to use ANY Systems2win template Familiarize yourself with the training What every user should know about any Systems2win template How to open a blank 'Template' sheet Click the button to 'Open a blank Template sheet' >>>>>>>>>>>> where you will do all of your work Ensure that your computer is set up correctly Macros must be enabled The Systems2win Add-in must be correctly installed Where to Save and what to Name your working document Rename your sheet, and Save your workbook in an Excel format that supports macros using our company's Document Storage and Naming Conventions Any document created using a Systems2win template that is distributed outside of licensed users must be in a non-editable format, such as printed paper or PDF How to download and use free PDF writing software How to continuously improve your templates How to personalize your Systems2win templates Provide your feedback & ideas to continuously improve your tools for continuous improvement
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Template Systems2win. Filename: 110625712.xls.ms_office, Worksheet: Help, Page 1 of 8

Instructions to use THIS template

Also refer to 'User-Defined Training' at the bottom of this page What is (and is not) translated? Major Steps in bold Users of this template are expected to have already completed this foundational training Quick Start Training Learn Excel - Self-Paced Learning How to personalize your Systems2win templates Excel Tips most valuable for using THIS template Facilitate brainstorming Online instructions *** To quickly copy a box Copy & Paste an entire cell containing a similar blank box and arrow Tip: You can optionally use the 'User-Defined Training' section at the bottom of this sheet to provide additional help in any language. Personalized Training & Mentoring Ideally - each supervisor will personally train their people using the TWI Job Instruction method and will record progress using a Cross Training Matrix Personalized Training & Mentoring is also available from Systems2win or a qualified consultant Systems2win. All rights reserved.
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Suggested Reading
Suggested Reading Systems2win online training and videos to learn more about this subject Systems2win Training & Support home page with links to many free training videos License Agreement for your Systems2win templates Systems2win Newsletter for valuable tips, announcements, & webinar invitations
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Translations
Easily switch between languages, and/or "translations" for office, production, medical, or any user-defined purpose Select Translation Use the 'Select Translation' button >>>>>>>>>>>>>>>>>>> to select or refresh the translation that will be used for all sheets in this workbook Example of a User Substitution: Click the 'Select Translation' button, then select the first User Substitution, and notice how this cell changes. What is (and is not) translated? How to purchase Language Translations for your Systems2win templates How to unhide the TT sheet and edit the Translation Tables Additional features for language translation Tip: You can optionally use the 'User-Defined Training' section at the bottom of this sheet to provide additional help in any language.
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Provide your feedback & ideas for better translation

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Tips for using ANY Systems2win Excel template

Tips for using ANY Systems2win Excel template Excel Training Excel 2007+ instructions are highlighted in orange if different from Excel 97-2003 instructions in green How to make Office 2007+ easier to use 2LearnExcel - Self-Paced Learning Tool How to use the Systems2win menu that has many features to extend Excel Use the special Systems2win utility to Copy a Sheet Systems2win menu > Copy Sheet This is the ONE thing that is different about using your Systems2win templates. You can use everything you know about Excel except that you must use this special utility to copy sheets Hide or Unhide a Sheet Format > Sheet > Hide or Unhide Excel 2007+: Home > Format > Hide & Unhide
Several sheets are usually hidden in most Systems2win templates: TT (Translation Table), CLog (Customization Log), and the 'Template' sheet Links

Link a Cell or Text Box to show the value of another cell

for Translation Table and other linked data

1. Select the cell or text box 2. In the Formula Bar, type the equal sign (=) 3. Click the cell that you want to auto-update the value from, and ENTER Shrink To Fit If translated words don't fit in a cell, you can either make the cell bigger, or Shrink to Fit. Formula Auditing Systems2win menu > Highlight Cells > Containing Formulas Styles Systems2win menu > Styles to learn how (and why) to use Styles Cell Comments Right-click > Insert Comment Use Cell Comments to add user-defined pop-up help to row and column headers in a way that gets automatically transferred to your new template each time you upgrade. Known issues for different versions of Excel Excel Tips most valuable for using THIS template Tips unique to this template are red with three asterisks *** *** To quickly copy a box Copy & Paste an entire cell containing a similar blank box and arrow How to use Excel as a drawing tool without Visio Hide or Unhide Rows or Columns Right-click > Hide or Unhide Tip: Always look for hidden rows or columns before inserting or copying new ones. Move entire rows or columns Right-click & drag entire row or column; 'Shift Down & Move'

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 Systems2win. All rights reserved.

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User-Defined Training
Your leaders can personalize this template with your own training User-Defined Training Personalization Upgrade Utility When you upgrade your templates using Systems2win's Personalization Upgrade Utility, anything you add in the 'User-Defined Translations' section below will be copied automatically to the new upgraded version of this template. Link Icons You can also add Link Icons to link to any web page, or to link to your own Word documents, PDFs, PowerPoints, etc. and the 'Links' column in the User-Defined section will be automatically transferred to your new template when you upgrade. User-Defined Training
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It is okay to insert more rows in the User-Defined Training section above.

Template Systems2win. Filename: 110625712.xls.ms_office, Worksheet: Help, Page 6 of 8

Root Cause Analysis

Revised: <date> Team: <name> Document Author: <name> People are not empowered to do what customer Man needs
Competitors are implementing Lean teachings Competitors are cutting their costs Sales training recently cut Our org structure is too fractured

for Sample Problem

Machine

Too many menu options

Our phone system is difficult for customers to use

Voice explanations are too long Competitors recently cut their prices

Sales people aren't motivated

Our webmaster is now part-time consultant

No one in-house knows how to edit web pages

Web site is outdated

Commissions recently cut

Why are sales low?

Cause Cause

Cause

Cause

Cause

Cause

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Cause

Objectives 1. Increase sales 2. Reduce the time it takes to make a sale 3. Be "easier to do business with" Methods

Materials Comments Comments can be printed or internal - by simply re-setting the Print Area. Or add another Comments textbox, and have both printed and internal comments!

Filename: 110625712.xls.ms_office, From Systems2win template: RootCause.xls, Worksheet: Sample, Page 7 of 8

Root Cause Analysis

Revised: <date> Team: <name> Document Author: <name>

<for what?>
Machine
Cause

Man
Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Succinctly Define the problem

Cause Cause

Cause

Cause

Cause

Cause

Cause

Cause

Objectives 1.
Cause Cause

Cause

Cause

Cause

Cause

Cause

Cause

Materials

Methods

Filename: 110625712.xls.ms_office, From Systems2win template: RootCause.xls, Worksheet: Template (2), Page 8 of 8