Skip to main content

What is the "5W1H" phase section and how to use it?

Angad Singh avatar
Written by Angad Singh
Updated over 4 months ago

Section: 5W1H

The 5W1H method is a fundamental tool in lean manufacturing, used for problem-solving, root cause analysis, and continuous improvement. It stands for What, Why, Who, When, Where, How.

It is a process of asking these 5 questions about a problem which in turns provides answers that help in understanding the problem and enabling us to solve it properly.

Let us understand this with a simple example where we take a problem and apply 5W1H to understand the working and eventually solving the problem:

The Problem: Defective products being produced.

Question 1

What

Definition

Identify the specific problem.

Example

There is an increase in defective products coming off the production line.

Question

What exactly is the problem?

Purpose

To ensure everyone understands the specific issue at hand.

Question 2

Why

(Replaced by Which in Lean Suite)

Definition

Determine the reasons behind the problem.

Example

The defects might be due to a malfunctioning machine, incorrect material, or human error.

Question

The defects might be due to a malfunctioning machine, incorrect material, or human error.

Purpose

To dig deeper into the cause of the problem. Often, this involves asking "Why?" multiple times until the root cause is identified (the "5 Whys" technique).

Question 3

Who

Definition

Identify the people involved or affected.

Example

Operators on the production line, maintenance staff, quality control inspectors.

Question

Who is involved in this process? Who is affected by the problem?

Purpose

To determine who needs to be consulted, who can provide insights, and who will be responsible for addressing the issue.

Question 4

When

Definition

Establish the timing of the problem.

Example

The defects started occurring after a recent maintenance procedure or during a particular shift.

Question

When did the problem start? When does it occur?

Purpose

To identify patterns or specific times when the issue happens, which can help narrow down potential causes.

Question 5

Where

Definition

Locate where the problem is happening.

Example

The defects are occurring at a specific station on the production line.

Question

Where are the defective products being produced?

Purpose

To pinpoint the exact location of the issue, which can be crucial for identifying the cause.

Question 6

How

Definition

Understand how the problem occurs.

Example

The defect happens during a specific stage of production, perhaps when a particular machine is used.

Question

How are the defects being produced? How is the process carried out?

Purpose

To understand the process details and identify any deviations or issues in the procedure.

An example of how the answers might help to solve the problem

What

Defective products are being produced.

Why

(Replaced by Which in Lean Suite)

The defects are due to a misalignment in the machine that wasn't detected during routine checks.

Who

The operators, maintenance team, and quality control inspectors are involved.

When

The issue started after a recent maintenance procedure and is particularly noticeable during the night shift.

Where

The defects occur at the third station on the production line

How

The misalignment happens during the third stage of production when the machine applies a specific process incorrectly.

The 5W1H section inside kaizen provides six rich text editors and one extra for the phenomenon.

Using these seven text fields the 5W1H analysis can be performed for the problem in question inside the Kaizen!

Let’s go ahead and learn how to use this analysis in Lean Suite!


Section: How to use 5W1H

Check out the Video Guide for a step-by-step walkthrough and detailed insights.

(Runtime: 1:23) Watch Now ▶️

Step 1

Add the 5W1H section from the available list to the required phase.

Need Help?

Useful Facts!

When a new section is added it appears under the previous section; in this case 4M1D Section.


Step 2

Expand the section by clicking anywhere in the section field, or on the arrow on the right side.

The arrow can also be used to collapse the section.


Step 3

Enter the information in all the seven fields keeping in mind the problem.

Tips & Tricks

While entering the information in all fields use the help questions located right under the text field titles!

Click on Save when you are finished.

Collapse the section after saving the 5W1H!


Congratulations! We have successfully learned about the 5W1H Section inside Kaizen!


We are halfway through our Do Phase with two sections added!

6 down, 11 more to go!

Let’s keep our pace and go to the next one!

Did this answer your question?