5 Whys Toolkit

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Warrant that your organization interacts with works managers, plant facilities engineers, operations personnel, purchasing agents and other department personnel internally and consulting engineers, contractors, other entity engineering departments and equipment and material suppliers externally.

More Uses of the 5 Whys Toolkit:

  • Develop and test models of alternate designs and processing methods to assess feasibility, operating condition effects, possible New Applications and necessity of modification.

  • Orchestrate: interface with equipment engineering, management and manufacturing to improve Cycle Time, tool availability, process/product yield, and drive cost reductions.

  • Formulate: quality tools Problem Solving methodologies / Statistical Process Control / Process Capability / ISO 13485 / Design Of Experiments / sampling plans.

  • Interact with production personnel, multidisciplinary Engineering teams, and Executive Management to develop the production facility which meets organization rate targets and quality.

  • Support organizations key performance indications, goals and objective in terms of support, execution of tasks, collecting and analyzing data, reporting status and health of the QMS compliance.

  • Provide effective and timely Decision Making, Project Management, and teamwork skills utilizing risk based approaches, especially with real time unPlanned Maintenance Work Order approvals, emergency Change Controls, and Project Support.

  • Confirm your organization ensures all work is preformed using up to date Standard Work processes and work instructions and work with manufacturing Support Group to maintain up to date written Work Processes/Standard Work.

  • Investigate Product Quality problems and determine Root Cause, gather and analyze data, and implement Corrective Actions to reduce or eliminate cause.

  • Change Management leading the planning and execution of Change Management efforts that maximize employee change readiness for a variety of change initiatives ranging from Organizational Changes to process and System Changes.

  • Ensure you foster; lead Supplier Quality initiatives, and develop activities to fix or exit problematic suppliers by implementing robust Corrective Actions or qualifying alternate suppliers.

  • Lead: interface and drive vendors with the goal of generating robust manufacturing capable designs of semiconductor equipment and support systems.

  • Audit: implement production Process Controls, as vision systems and poke yoke methods, to mitigate potential on line Failure Modes or critical raw material defects.

  • Be able to design, lead the execution of Supply Chain programs/projects, drive Operational Excellence to deliver reliable and predictable outcomes.

  • Lead extreme ownership of projects through entire lifecycle, from initial concept generation through fabrication and production implementation.

  • Confer with engineers and other personnel to implement operating procedures, resolve system malfunctions, and to provide technical information to support production needs.

  • Give approval (gate process meetings) for the start of production of new products, after making sure that all processes are capable and documented.

  • Perform base line metrics collection and Key Performance Indicators (KPI) to enable measurement of Cost Savings and time savings as a result of implementing improved processes.

  • Audit: proactively identify risks and advocate for engineering process, tooling, or work streams that reduce that risk in a Customer Centric way.

  • Ensure you reconcile; head up Supplier Quality initiatives, and develop activities to fix or exit problematic suppliers by implementing robust Corrective Actions or qualifying alternate suppliers.

  • Conceive, design, and build infrastructure tooling that improves reliability across the entire product surface area, dealing with massive distributed scale.

  • Provide Quality Assurance expertise and guidance for new Product Development/design control, Risk Management, manufacturing, supplier qualification, material qualification, and Product Quality.

  • Organize: monitor and resolve supplier Process Control performance issues by developing robust Quality Control plans and implementing sustainable Corrective Actions.

  • Ensure you foster; lead Supplier Quality initiatives and develop activities to fix or exit problematic suppliers by implementing robust Corrective Actions or qualifying alternate suppliers.

  • Standardize: Quality Assurance engineering supports compliance with applicable Regulatory Requirements by maintaining an effective quality Management System and implementing Continuous Improvements.

  • Utilize technical expertise in assigned commodity design and manufacturing equipment to work with suppliers in developing optimal Product Designs and Manufacturing Processes.

  • Establish: proactively identify needs, conceive improvements, consider potential issues and evaluate costs and potential savings to optimize existing machinery and/or processes.

  • Execute and improve assigned key performance work metrics using trend charts and/or Statistical Analysis in support of Continuous Improvement and Annual Product Review and department metrics.

  • Comply with the necessary actions that lead to the elimination of unscheduled or emergency work in order to guarantee the optimal use of its Human Resources for scheduled and Planned Maintenance management.

  • Develop Systems And Processes that Reduce Costs, enhance employee safety, Improve Product Quality and increase operating efficiencies and equipment reliability.

  • Coordinate resources to ensure timely and accurate execution of plant projects for Process Improvement and new product Development Efforts.


Save time, empower your teams and effectively upgrade your processes with access to this practical 5 Whys Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any 5 Whys related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated 5 Whys specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the 5 Whys Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which 5 Whys improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Does the problem have ethical dimensions?

  2. Do you have a Flow Diagram of what happens?

  3. In the past year, what have you done (or could you have done) to increase the accurate perception of your company/brand as ethical and honest?

  4. What needs to be done?

  5. When are costs are incurred?

  6. Would you develop a 5 Whys Communication Strategy?

  7. Why not do 5 Whys?

  8. What resources or support might you need?

  9. To what extent would your organization benefit from being recognized as a award recipient?

  10. Why should you adopt a 5 Whys framework?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the 5 Whys book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your 5 Whys self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the 5 Whys Self-Assessment and Scorecard you will develop a clear picture of which 5 Whys areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough 5 Whys Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage 5 Whys projects with the 62 implementation resources:

  • 62 step-by-step 5 Whys Project Management Form Templates covering over 1500 5 Whys project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all 5 Whys project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the 5 Whys Project Team have enough people to execute the 5 Whys Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed 5 Whys Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete 5 Whys Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 5 Whys project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 5 Whys project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any 5 Whys project with this in-depth 5 Whys Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose 5 Whys projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based Best Practice strategies aligned with overall goals
  • Integrate recent advances in 5 Whys and put Process Design strategies into practice according to Best Practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make 5 Whys investments work better.

This 5 Whys All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.