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This template will provide a structured framework for conducting effective RCA meetings. It serves as a good starting point for your Root Cause Analysis meetings.
You can easily modify it to suit your team's specific needs or time constraints.
Feel free to duplicate it into your workspace and begin using it.
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Meeting Details
- Date: [Insert Date]
- Time: [Insert Time]
- Facilitator: [Insert Name]
- Participants: [List Names and Roles]
- Location/Platform: https://videocalling.app
Problem Statement
- Issue: [Clearly define the problem or incident]
- Impact: [Describe the impact on the organization, customers, etc.]
- Date of Occurrence: [Insert Date]
Background Information
- [Provide relevant context and history]
- [Include any previous attempts to address the issue]
Data Collection
- [List all data sources and evidence collected]
- [Include relevant metrics, logs, reports, etc.]
Timeline of Events
- [Create a chronological list of events leading up to and following the incident]
Root Cause Analysis (RCA)
- Brainstorming potential Causes
- [List all potential causes identified by the team]
- Analysis Technique
- [Specify the technique used (e.g., 5 Whys, Fishbone Diagram)]
- [Document the analysis process]
- Identify Root Causes
- [List the root cause(s) determined through analysis]
Corrective Actions
Action Item Responsible Person Due Date Status [Action 1] [Name] [Date] [Open/In Progress/Completed] [Action 2] [Name] [Date] [Open/In Progress/Completed] [Action 3] [Name] [Date] [Open/In Progress/Completed] Preventive Measures
- [List long-term measures to prevent recurrence]
- [Include process improvements, training needs, etc.]
Key Learnings
- [Document key takeaways from the RCA process]
- [Include both positive aspects and areas for improvement]
Follow-up Plan
- Next Review Date: [Insert Date]
- Metrics to Monitor: [List specific metrics to track effectiveness of actions]