Problem solving
8D Report Guide: All 8 Disciplines with a Worked Example
What each step must deliver, shown on one fictional customer complaint.
Quick answer
An 8D report documents how a team solved a significant quality problem: how the customer was protected, what the root cause was, what was changed, and how the team knows the change worked. It is the standard response format for many customer complaints in automotive and electronics supply chains.
The method was popularized by Ford, whose Team Oriented Problem Solving (TOPS) manual was first published in 1987. In the late 1990s, Ford's Global 8D version added a preparation step, D0, which is why you will see both "8D" and "D0–D8." The exact origin of the method is debated, but the Ford version is the one most supply chains inherited.
Today, many automotive customers reference the VDA 8D volume or AIAG's CQI-20 problem-solving guide, and some require their own templates. Always check which format your customer expects.
Two ways to read this guide:
- Need a reminder? Use the table in the next section.
- Writing your first 8D? Follow the worked example from D0 to D8.
8D at a glance
| Step | Question it answers | Required output | Why customers reject it |
|---|---|---|---|
| D0 Prepare | Does this need an 8D? What must happen right now? | Decision to start; emergency actions | Started too late, after more product shipped |
| D1 Team | Who has the knowledge and authority to solve it? | Named members, leader, champion | Quality engineer working alone |
| D2 Describe | What exactly is wrong, and where is it not wrong? | Problem statement, Is / Is Not | Vague description, no data |
| D3 Contain | How is the customer protected while we investigate? | Containment scope, quantities, results | Containment not verified; scope too narrow |
| D4 Root cause | Why did it occur, and why did we miss it? | Verified occurrence and escape root causes | Only one cause; "operator error" |
| D5 Choose action | What will remove each root cause? | Actions mapped to causes, verified before rollout | Action doesn't match the cause |
| D6 Implement | Did the action work in production? | Implementation date, data after the change | Closed without production data |
| D7 Prevent | Why did our system allow this, and where else could it happen? | Updated PFMEA, control plan, procedures; horizontal deployment | "Retrain operators" as the only action |
| D8 Close | Is it done, and who should be recognized? | Closure approval; lessons learned | Closed before D6 evidence exists |
The worked example
This case continues the scenario from our PFMEA guide. There, low copper-pillar height was a potential failure. Here, it has reached a customer.
All values, dates, and events are fictional teaching data.
| Item | Example |
|---|---|
| Product | Product A, copper-pillar bumped wafers |
| Requirement | Copper-pillar height 48–52 µm |
| Complaint | Customer reports intermittent open joints after flip-chip assembly on three lots |
| Customer measurement | Pillar heights of 41–44 µm on returned samples |
D0 — Prepare and respond
Question: Is this a one-off issue, or does it need structured problem solving?
The defect reached the customer, affects function, and the cause is unknown. That meets most companies' criteria for starting an 8D.
Emergency response happens immediately, before the team is fully formed. Here, the plant puts a hold on Product A shipments and notifies the customer that containment is under way.
Output: Decision to open the 8D, emergency actions taken, and when.
D1 — Form the team
Question: Who has the knowledge to find the cause and the authority to change things?
| Role | Person (function) |
|---|---|
| Leader | Process engineer, plating |
| Members | Equipment engineer, quality engineer, metrology engineer, production supervisor |
| Champion | Plating section manager (removes obstacles, approves resources) |
A useful test: could this team change the recipe system, the sampling plan, and the procedures? If not, someone is missing.
Output: Named team with roles.
D2 — Describe the problem
Question: What exactly is wrong, and what is the boundary of the problem?
A weak description: "Pillar height low, customer complaint."
A better one:
Product A wafers from lots L-0412, L-0415, and L-0418 had copper-pillar heights of 41–44 µm against a 48–52 µm requirement. The shortfall was uniform across the wafer. Lots were plated on tool P2 between 3 and 5 March.
The Is / Is Not table narrows where to look. The "Is Not" column matters as much as the "Is" column: each difference points to something that changed.
| Is | Is Not | What the difference suggests | |
|---|---|---|---|
| What | Product A | Product B on the same tool | Something product-specific |
| Where | All sites on the wafer | Only edge sites | Not a local uniformity problem |
| When | 3–5 March | Before 3 March | Something changed around 3 March |
| Which tool | P2 | P1, P3 | Something specific to P2 |
| How many | 3 lots (75 wafers) | All Product A lots | Intermittent, not continuous |
Output: A problem statement with data, plus Is / Is Not.
D3 — Contain the problem
Question: How is the customer protected until the root cause is fixed?
Define the scope first, then act on each location:
| Location | Action | Result |
|---|---|---|
| Customer site | Identify suspect lots; support sorting | 3 lots quarantined |
| Finished goods / in transit | Hold and measure | 2 lots measured, all within spec |
| WIP after plating | Measure every wafer, 13 sites each, before release | Temporary rule; no further failures |
| Plating tool P2 | Confirm recipe against the approved list before each run (manual check) | Temporary rule |
Containment must be verified, not just announced. Record how many units were checked and how many failed.
Containment is temporary. A 100% measurement rule is expensive, and it stays in place only until D6 proves the permanent action works.
Output: Scope, quantities checked, results, and start date.
D4 — Find the root causes
Question: Why did the defect occur, and why did our controls let it escape?
This is where most 8D reports are weak. There are two root causes to find. Ford's Global 8D formalizes the second one as the escape point: the earliest control in the process that should have caught the problem, but didn't.
| Type | Question | Our example |
|---|---|---|
| Occurrence | Why was the defect made? | Wrong recipe used |
| Escape | Why wasn't it caught before shipment? | Affected lots weren't measured |
Occurrence chain:
- Pillars were short. → Plating time was shorter than intended.
- Why? → Recipe revision C was run instead of the approved revision D.
- Why? → Revision C was still selectable on tool P2 after revision D was released.
- Why? → The recipe-release procedure did not require old revisions to be deactivated.
Escape chain:
- Short pillars were not detected. → The three lots were not measured.
- Why? → The sampling plan measured one lot in every five ("skip-lot").
- Why? → The skip-lot rule had no trigger to return to every-lot measurement after a recipe change.
Verify the root cause, don't just argue it. The strongest evidence is turning the problem on and off. Here, the team plated test wafers with both revisions under controlled conditions:
| Recipe | Measured height (mean) |
|---|---|
| Revision C (obsolete) | 42.6 µm |
| Revision D (approved) | 50.1 µm |
The result reproduces the defect and matches the complaint.
It also roughly agrees with Faraday's law. At the same current, deposited thickness scales with plating time. Revision C plates for 26 minutes instead of 30, so it should give about 50.1 × 26/30 ≈ 43.4 µm. The measured mean was 42.6 µm.
The two values are close but not identical. Current efficiency, bath condition, and measurement variation all move real deposits away from the ideal calculation. That is the point of verification: theory tells you whether a cause is plausible; the test shows whether it is real.
To check the calculation from your own recipe parameters, see copper electroplating and Faraday's law or use PlatingMate.
Output: Occurrence and escape root causes, each with verification evidence.
D5 — Choose and verify permanent actions
Question: What action removes each root cause, and does it work before full rollout?
Every root cause needs its own action:
| Root cause | Permanent action | Verification before rollout |
|---|---|---|
| Obsolete revision selectable | Deactivate all superseded revisions; add a tool interlock that blocks runs when the recipe doesn't match the product's approved revision | Test environment: obsolete and mismatched recipes blocked, valid combinations run |
| Skip-lot had no change trigger | Any recipe or chemistry change triggers every-lot measurement for the next 10 lots | Procedure review; simulated change event in the MES |
The interlock was a proposed action in the PFMEA example. This is where it becomes a real control, once it has been verified.
Output: Actions mapped one-to-one to root causes, with verification results.
D6 — Implement and validate
Question: Now that the action is in production, did it actually work?
D5 verification shows the action can work. D6 validation shows it does work in production.
For this example, the team collected:
- Interlock logs: 4 blocked attempts in the first month, all mismatched selections.
- Pillar height for 30 consecutive lots, plotted on an I-MR chart: stable, no lots below 48 µm.
- A capability estimate from the same data. Check whether Cpk or Ppk is the right index before reporting it. The SPC & Capability Analyzer can generate both from this data.
Once validation is accepted, the D3 containment (100% measurement, manual recipe check) is removed. Record that date too.
Output: Implementation date, production data, and the date containment ended.
D7 — Prevent recurrence
Question: Why did our system allow this, and where else could it happen?
D4 found causes in one tool and one procedure. D7 asks the broader question.
| Area | Action |
|---|---|
| PFMEA | Update the low-height row: new prevention and detection controls; re-evaluate occurrence and detection with the new evidence (see the PFMEA guide) |
| Control plan | Add the recipe interlock and the change-triggered sampling rule |
| Procedures | Recipe-release procedure now requires deactivating superseded revisions |
| Horizontal deployment | Check other plating tools, and other recipe-driven processes (sputter, etch), for obsolete revisions still selectable |
"Retrain the operator" is not a D7 action. Training rarely fixes a system that allowed the wrong choice in the first place.
Output: Updated documents, plus the list of other processes and products checked.
D8 — Close and recognize
Question: Is it really finished?
Typical closure conditions:
- D6 validation data accepted.
- Containment removed.
- D7 documents released.
- Customer approval, if required.
Recognize the team's work, and record what the organization learned. This feeds future PFMEA reviews.
Output: Closure date and approvals.
Common mistakes
| Mistake | What it looks like | Better practice |
|---|---|---|
| Blaming people | Root cause: "operator error" | Ask why the system allowed the error |
| Only one root cause | Occurrence explained; escape ignored | Answer both: why made, why missed |
| Unverified root cause | "Most likely cause" with no test | Reproduce it, or show the data that confirms it |
| Containment as the solution | 100% inspection listed as the permanent action | Inspection is D3; D5 must remove the cause |
| Actions not tied to causes | Five actions, unclear which cause each fixes | One-to-one mapping in a table |
| Closing without data | D6 says "implemented, effective" | Show production data after the change |
| Weak D7 | "Retrain operators, strengthen awareness" | Change procedures, controls, and the PFMEA |
| Answer decided first | D4 written to justify an action already chosen | Let D2 and the verification data lead |
Before you submit
Read the report as the customer would:
- Does D2 describe the problem with data, so someone outside the plant understands it?
- Does D3 show quantities and results, not just intentions?
- Does D4 have both an occurrence and an escape root cause, each verified?
- Does every D5 action point to a specific root cause?
- Does D6 contain data from production, after the change?
- Does D7 change the system, not just the people?
A good 8D report is not long. It is one where every claim has evidence behind it.
Sources and further reading
- ASQ — Eight Disciplines (8D). An overview of D0–D8, with a downloadable report template. (asq.org)
- VDA — 8D: Problem Solving in 8 Disciplines (1st edition, 2018). The German automotive industry's guidance on the 8D method, process, and report. It covers 8D itself, not the wider complaint-handling process. (webshop.vda.de)
- AIAG — CQI-20 Effective Problem Solving Guide (2nd edition, 2018). A general problem-solving guide, not an 8D-specific document, but often referenced by automotive customers for problem statements, root cause, and verification. (aiag.org)
This guide explains the reasoning behind each step. It does not replace your customer's required 8D format or template, and it does not reproduce content from the publications above.