Professional Documents
Culture Documents
Version Number:
Version Date:
Inve
Area Worksheet Description
Title Page This worksheet
Versions Evolution of this workbook and contributors
Investigation Information
Contacts Names and contact info of those involved with the analysis
CM Steps Cause Mapping method, steps and tools
Problem Define the problem with the problem outline
281-412-7766 phone 5-Why 5-Why basic Cause Map™ diagram to get started
Cause Mapping® Steps
281-412-7761 fax Cause Map Analyze details, build the full Cause Map diagram
info@thinkreliability.com Solutions Action Items table listing solutions, owner, due dates
Matrix Evaluate possible solutions for implementation
Need Help? Timeline Sequence of events with date, time, description
www.thinkreliability.com Diagram Diagrams, drawings and images
Template Version: 2020-v1 Additional Information & Tools Photos Photographs and pictures
Copyright 2020 ThinkReliability, Novem, Inc. Process Map Steps of related work processes written as a flowchart
Notes Notes, emails, documents
Info To Get Information to collect during the investigation
END Extra material past this worksheet
CM A copy of the Cause Map tab for reference
Examples & Resources
Excel Tips Tips for using the template in Microsoft Excel
Examples Example Cause Map diagrams
Versions The versions tab is used to keep a log of the evolution of the investigation. This can be helpful with larger, ongoing investigations that build out in multiple
iterations. The log will help track the different versions along with the type of interaction and involvement. Keeping track of the time and duration is optional.
Pump
Valve
Exchanger
Expander,
Compres sor
Turbine
Effect Cause Y ES
Analysis
Document supporting evidence. work process
2.
OR
NO
that is relevant
Evidence: AND/OR Basic Cause-and-Effect Relationship
Cause Map
to the incident.
Evidence:
Im pact to AND
Safety
Write down one of the goals that was impacted. Start a 5- Info Any items (evidence) that need
AND
Why Cause Map diagram and expand as necessary. to be collected during the
Evidence:
to Get investigation.
AND
Evidence:
Impact to
Production Investigation Action List
Goal
This tab is used to track specific information gathering or support tasks for the investigation.
Evidence: The 'Solutions' tab will capture the action items that are selected by the investigation team.
AND
No. Action Item Owner Date Created Due Date Status Completed
1
2
Basic
3
Detailed
4
5
Evidence: 6
3. Solutions
Evaluate Select Best Specify Each action item is essentially a project.
Follow up should evaluate its effectiveness.
Solution Options Solutions Action Plan Solutions may be a change in work process.
Propose Possible Consider the effort IN to the Impact and risk to each
Solutions solution versus the result OUT. goal should be reduced to
an acceptable level. Ref Possible Solution Cause Controlled
Work Process
(process to be improved)
Implement?
(yes or no)
No.
Specific Actions
(specific actions to be taken)
Owners
(names)
Due Date
.
Measurable
(how will we verify completion
and effectiveness)
A
B
F
Payback
Risk
Medium
Benefit
G H
What Problem(s)
When Date
Time
Different, unusual, unique
Where Facility, site
Unit, area, equipment
Task being performed
Impact to Each GOAL
Safety
Environment
Customer
Production, Schedule
Property, Equipment
Labor, Time
This Incident $0
Frequency
Annualized Cost $0
Insert Title of Incident Here
5-Why Cause Map™ Diagram
Possible Solution: OR
AND/OR
Evidence:
AND
Impact to
Goal
Insert Title of Incident Here Possible Solution: OR
Impact to
Safety
Impact to
Environment
Impact to
Customer
Impact to
Production,
Schedule
Impact to
Property,
Equipment
Impact to
Labor, Time
Solutions Possible solutions proposed on the Cause Map diagram control specific causes. For each solution, identifying the cause controlled provides continuity from the
analysis. Preventive solutions must make changes to your work process. Identify the process that will be changed or affected by the proposed solution.
High
Payback
Benefit Medium
Insert process
name here
Notes
Use this tab to keep track of any supporting notes, emails or documents.
Info to Get
Use this tab to keep track of any information required to complete the investigation.
No. Investigation Action Items: Owner Date Created Due Date Status Completed
1
2
3
4
5
6
Insert Title of Incident Here Possible Solution: OR
Impact to
Safety
Impact to
Environment
Impact to
Customer
Impact to
Production,
Schedule
Impact to
Property,
Equipment
Impact to
Labor, Time
Tips for Using the Cause Mapping® Template
two-
(click
FR
(click
Attend a
Cause Mapping® Workshop
(click to see upcoming workshops)
Attend a
two-hour online short course
(click to see the list of upcoming topics)
Attend a
FREE, 45-minute webinar
(click to save your seat for an upcoming
webinar)
Cause Map™ Diagram Examples
Optional Objects
Heat
COULD
Cause Map Diagram Paper jam ?
2-Why
AND
Why? Why?
Hazard OR
Impact to Employee contacted Fire Fuel
Safety injured hand unprotected
hand
Out of paper ?
AND