Problem solving

8D Report Guide: All 8 Disciplines with a Worked Example

Kitstead Labs · Engineering reference · Synthetic 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

The eight disciplines at a glance
StepQuestion it answersRequired outputWhy customers reject it
D0 PrepareDoes this need an 8D? What must happen right now?Decision to start; emergency actionsStarted too late, after more product shipped
D1 TeamWho has the knowledge and authority to solve it?Named members, leader, championQuality engineer working alone
D2 DescribeWhat exactly is wrong, and where is it not wrong?Problem statement, Is / Is NotVague description, no data
D3 ContainHow is the customer protected while we investigate?Containment scope, quantities, resultsContainment not verified; scope too narrow
D4 Root causeWhy did it occur, and why did we miss it?Verified occurrence and escape root causesOnly one cause; "operator error"
D5 Choose actionWhat will remove each root cause?Actions mapped to causes, verified before rolloutAction doesn't match the cause
D6 ImplementDid the action work in production?Implementation date, data after the changeClosed without production data
D7 PreventWhy 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 CloseIs it done, and who should be recognized?Closure approval; lessons learnedClosed 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.

Fictional complaint used in the worked example
ItemExample
ProductProduct A, copper-pillar bumped wafers
RequirementCopper-pillar height 48–52 µm
ComplaintCustomer reports intermittent open joints after flip-chip assembly on three lots
Customer measurementPillar 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?

Example 8D team
RolePerson (function)
LeaderProcess engineer, plating
MembersEquipment engineer, quality engineer, metrology engineer, production supervisor
ChampionPlating 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 analysis for the example
IsIs NotWhat the difference suggests
WhatProduct AProduct B on the same toolSomething product-specific
WhereAll sites on the waferOnly edge sitesNot a local uniformity problem
When3–5 MarchBefore 3 MarchSomething changed around 3 March
Which toolP2P1, P3Something specific to P2
How many3 lots (75 wafers)All Product A lotsIntermittent, 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:

Containment actions by location
LocationActionResult
Customer siteIdentify suspect lots; support sorting3 lots quarantined
Finished goods / in transitHold and measure2 lots measured, all within spec
WIP after platingMeasure every wafer, 13 sites each, before releaseTemporary rule; no further failures
Plating tool P2Confirm 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.

Occurrence and escape root causes
TypeQuestionOur example
OccurrenceWhy was the defect made?Wrong recipe used
EscapeWhy wasn't it caught before shipment?Affected lots weren't measured

Occurrence chain:

  1. Pillars were short. → Plating time was shorter than intended.
  2. Why? → Recipe revision C was run instead of the approved revision D.
  3. Why? → Revision C was still selectable on tool P2 after revision D was released.
  4. Why? → The recipe-release procedure did not require old revisions to be deactivated.

Escape chain:

  1. Short pillars were not detected. → The three lots were not measured.
  2. Why? → The sampling plan measured one lot in every five ("skip-lot").
  3. 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:

Verification run: mean height by recipe revision
RecipeMeasured 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:

Permanent actions mapped to root causes
Root causePermanent actionVerification before rollout
Obsolete revision selectableDeactivate all superseded revisions; add a tool interlock that blocks runs when the recipe doesn't match the product's approved revisionTest environment: obsolete and mismatched recipes blocked, valid combinations run
Skip-lot had no change triggerAny recipe or chemistry change triggers every-lot measurement for the next 10 lotsProcedure 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:

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.

Recurrence-prevention actions
AreaAction
PFMEAUpdate the low-height row: new prevention and detection controls; re-evaluate occurrence and detection with the new evidence (see the PFMEA guide)
Control planAdd the recipe interlock and the change-triggered sampling rule
ProceduresRecipe-release procedure now requires deactivating superseded revisions
Horizontal deploymentCheck 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:

Recognize the team's work, and record what the organization learned. This feeds future PFMEA reviews.

Output: Closure date and approvals.

Common mistakes

Common 8D mistakes and better practice
MistakeWhat it looks likeBetter practice
Blaming peopleRoot cause: "operator error"Ask why the system allowed the error
Only one root causeOccurrence explained; escape ignoredAnswer both: why made, why missed
Unverified root cause"Most likely cause" with no testReproduce it, or show the data that confirms it
Containment as the solution100% inspection listed as the permanent actionInspection is D3; D5 must remove the cause
Actions not tied to causesFive actions, unclear which cause each fixesOne-to-one mapping in a table
Closing without dataD6 says "implemented, effective"Show production data after the change
Weak D7"Retrain operators, strengthen awareness"Change procedures, controls, and the PFMEA
Answer decided firstD4 written to justify an action already chosenLet D2 and the verification data lead

Before you submit

Read the report as the customer would:

A good 8D report is not long. It is one where every claim has evidence behind it.

Sources and further reading

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.