5 Why Incident Investigation Template

Use this 5 Why incident investigation template to examine workplace incidents and identify root causes. Capture key details such as team members, incident type, date and time, people and equipment involved, and injuries or damage. Record evidence including photos and statements, then progress through five iterative why questions to reveal the underlying cause. Classify the root cause across areas like risk assessment, procedures, design, quality control, maintenance, human factors, management, training, communication, or environmental factors. Assess hazards, contributing behaviors, and existing controls, and document practical recommendations and corrective actions to improve safety and prevent recurrence.