5 Whys Toolkit

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Make sure that your organization interacts with 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:

  • Maintain a client centric and holistic view of all processes and client segments in the ecosystem to understand dependencies, cross functional impacts with regards to process, workflow and reporting.

  • Utilize technical expertise in assigned commodity design and manufacturing equipment to work with suppliers in developing optimal product designs and manufacturing processes.

  • Manage: the quality assurance engineer supports compliance with applicable regulatory requirements by maintaining an effective quality management system and implementing continuous improvements.

  • Confirm your organization ensures all work is performed 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.

  • 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 lead supplier quality initiatives and develop activities to fix or exit problematic suppliers by implementing robust corrective actions or qualifying alternate suppliers.

  • 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.

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

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

  • 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.

  • Be accountable for coordinating with architecture/engineering organizations in developing design criteria and preparing layout and detail engineering drawings and project specifications containing equipment, materials, estimated cost and schedules.

  • Provide support for serious quality problems and or critical quality situations personally by establishing or maintaining necessary customer contacts and leading problem solving process.

  • Interact with production personnel, multidisciplinary engineering teams, and executive management to develop the production facility which meets organization rate targets and quality.

  • Ensure you head up supplier quality initiatives, and develop activities to fix or exit problematic suppliers by implementing robust corrective actions or qualifying alternate suppliers.

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

  • Direct: project planning working closely with the project team and business stakeholders to define the approach, activities and timelines for project execution, leveraging project management best practices.

  • Be accountable for managing cross functional project teams, planning and organizing, and executing complex projects across multiple stakeholders and teams to enable the launch of new projects and 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.

  • 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.

  • Increase associate engagement by training associates in continuous improvement tools, cascading ownership and responsibility, and motivating kaizen participation.

  • Ensure you lead supplier quality initiatives, and develop activities to fix or exit problematic suppliers by implementing robust corrective actions or qualifying alternate suppliers.

  • Arrange that your organization participates in the development of devices and components from design initiation through design transfer and by representing Quality Assurance for manufacturability in all design and development project teams.

  • 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.

  • Pilot: champion the use of quality tools, supplier composite scorecard and other data to identify and drive quality projects across all suppliers resulting in the overall improvement of supplier value to gea (delivery, quality, cost).

  • Provide quality assurance expertise and guidance for new product development/design control, risk management, manufacturing, supplier qualification, material qualification, and product quality.


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 991 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 991 standard requirements:

  1. What are opportunities and strengths, and constraints or limits to applying commercial-sector marketing practices to sanitation and what are promising practices to overcome them?

  2. Do you share your insights and expertise about automated malware processing and defensive practices which support forensic analysis, investigations and identify root cause?

  3. Which perform quality assurance techniques relates to root cause analysis and is used to identify a problem, discover the underlying causes, and develop preventive actions?

  4. How does your organization assist the public to understand more about the strategic planning and where things might be heading in direction, as opposed to anywhere else?

  5. Is there an effective method used to process parts which have been rejected and returned by the customer that root cause analysis and corrective actions are determined?

  6. Do you accelerate root cause diagnosis and impact analysis by understanding the provider-consumer relationships and dependencies, defined at design/development time?

  7. Does your product allow you to easily analyze the how a new release may have degraded application performance and pinpoint the root cause down to the code level?

  8. Do your support analysts wear many hats and diagnose problems, find the root cause and work successfully with others in IT to resolve the problem?

  9. What is the frequency of use of the various different root-cause analysis tools employed within the systems engineering problem solving process?

  10. What are the key challenges and opportunities that need attention to strengthen the effectiveness of your Technology Accessibility Program?

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 991 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. Schedule Management Plan: Are the people assigned to the 5 Whys project sufficiently qualified?

  2. Closing Process Group: What can you do better next time, and what specific actions can you take to improve?

  3. Procurement Audit: Does the strategy ensure that appropriate controls are in place to ensure propriety and regularity in delivery?

  4. Stakeholder Analysis Matrix: What coalitions might build around the issues being tackled?

  5. Cost Management Plan: How does the proposed individual meet each requirement?

  6. Scope Management Plan: Are all payments made according to the contract(s)?

  7. Source Selection Criteria: What are the guiding principles for developing an evaluation report?

  8. Scope Management Plan: Do 5 Whys project managers participating in the 5 Whys project know the 5 Whys projects true status first hand?

  9. Probability and Impact Assessment: How solid is the 5 Whys projection of competitive reaction?

  10. Stakeholder Management Plan: Will all relevant stakeholders be included within the review process?

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

1.0 Initiating Process Group:

  • 1.1 5 Whys project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 5 Whys project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 5 Whys project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 5 Whys project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

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.