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Most people think of Excel software as only an application for creating spreadsheets, but it’s an excellent tool for capturing each element of a complete root cause analysis. By changing the way details are documented, a facilitator can improve the entire investigation process. The drawing tools in Excel are simple and flexible, and Excel is probably already on your computer. Learn to take advantage of Excel’s capabilities to change the way you investigate and prevent problems within your company.
The Cause Mapping Template can be downloaded for either Microsoft Excel 2013 – 2010 – 2007 or Microsoft Excel 2003 and earlier versions. A separate version is available for the healthcare industry. Within the file, there is an “Excel Tips” worksheet that explains some of the tricks to utilizing the drawing functions within Microsoft Excel.
You don’t need expensive proprietary software to solve and document your problem investigations. Microsoft Excel is all you need.
The built-in drawing tools are intuitive and allow you to visually capture cause-and-effect relationships with boxes and arrows.Learn More
With the widespread use of Excel, files are easy to share and edit by anyone in your organization.
We make it easy to get started. Look through our blog and historical case studies to see additional Cause Map examples. Our summary videos also demonstrate the Cause Mapping process and provide tips for using Excel. Let us know how we can help by contacting us. We’ll be happy to address any questions you may have.
View our Excel video library and get tips for using Microsoft Excel to visually document cause-and-effect relationships.
Register today to reserve your seat in one of our free LIVE Webinars. Each session is packed full of useful information and tips for facilitating better investigations.
View our selection of workshops specializing in Cause Mapping methodology and other topics related to risk and reliability.
Schedule a workshop at your location to train your team on how to lead, facilitate, and participate in a root cause analysis investigation