How to Set Up an 8D Project for Effective Problem Solving

You’ll learn how to set up an 8D (Eight Disciplines) project—a structured, team-oriented approach for solving complex problems in the workplace. The 8D methodology is widely used in quality control, manufacturing, and service industries to identify root causes, implement corrective actions, and prevent issues from recurring.

DISCLAIMER:

The 8D process is a proven method for problem resolution, users should adapt the steps to fit their specific organizational context and follow any additional internal procedures for quality management.

Supplies

Project Chart

Whiteboard if in-person meeting or digital collaboration tool ( e.g Miro, Trello)

Root Cause Analysis Tools ( Fishbone Diagram, 5 Whys Template)

Data Collection Tools (Excel, Minitab, Super BI)

Step 1: D0 – Prepare for the 8D Process:

Define the scope and set clear objectives for the problem

Step 2: D1 – Establish the Team

Select a cross-functional team with the right mix of skills and expertise

Step 3: D2 – Describe the Problem

Document a clear and measurable problem statement with supporting data

Step 4: D3 – Develop Interim Containment Actions (ICA)

Implement temporary measures to prevent the problem from affecting customers while a permanent solution is developed.

Step 5: D4 – Determine, Identify, and Verify Root Causes

Use tools like the 5 Whys or Fishbone Diagram to analyze and identify the root causes.

Step 6: D5 – Choose and Verify Permanent Corrective Actions (PCAs)

Select the best corrective actions and verify their potential effectiveness.

Step 7: D6 – Implement and Validate PCAs

Put the corrective actions into practice and monitor their effectiveness over time

Step 8: D7 – Prevent Recurrence

Modify systems, processes, and training to ensure the problem does not reoccur.

Step 9: D8 – Recognize the Team and Celebrate Success

Acknowledge the efforts of the team and document the project’s success for future reference.