Opportunity Analysis Worksheet

This form is a tool for gathering data about an opportunity to developing actions for eliminating,
preventing, minimizing and improving our environment.
C.A # Page 1 of 5
Incident Date: Initiated by: Date:
Initial Investigating team:

Step (not all required, depending on problem) Initial and Date completed
D 1 Define the problem
2. Map Process (if required)
M 3. Gather data
4. Choose the Team
A 5. Cause/Effect Analysis (Seeking Root Cause)
6. Verifying root cause with data
I 7. Solutions & Prevention steps development (including cost/benefit)
8. Action Plan for implementation
C 9. Control/Monitoring Plan (including Process Metrics)
10. Lessons Learned

1.Define the opportunity Describe the incident. What was defect, how many, how often, etc.

2.Process Map: map the process where the opportunity occurred

TRANSIT
3. Gather Data: This is a validation list, survey employees involved, machine capability, etc…
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4. Opportunity Investigation Team:

Role Name Department Comments
Process Owner:
Team member:
Team member:
Team member:
Team member:
Team member:
Team member:
Team member:
Team member:
Team member:

5. Cause/Effect Diagram: Brainstorm probable causes to the problem

PEOPLE METHOD MEASUREMENT

SHOP TOOLS MATERIAL

6. Verifying the opportunities root cause with data
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7.Recommended Solutions

Opportunity

Scale: 1-None 2-Somewhat 3-Moderate 4-Very 5-Extreme

If more room is needed, perform this on the back of this page. Write see back across this diagram.
Use the scale to place a weighted factor on each of the last 5 categories
 Page 4 of 5

Cost Benefit
Annualized cost of problem 1 $0.00
Percent of problem reduction 2 0%
Cost of proposed solution 3 $0.00
Total first year savings (1 x 2 - 3) $0.00

8. Action plan for implementation Approval needed by: N/A

WHO
WHAT
WHERE
WHEN
WHY
HOW

WHO
WHAT
WHERE
WHEN
WHY
HOW

WHO
WHAT
WHERE
WHEN
WHY
HOW

WHO
WHAT
WHERE
WHEN
WHY
HOW

9. Control Plan (include process metrics, effectiveness monitoring)

10. Lessons Learned
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Opportunity Investigation Task Log

Assignments Page
DATES
Assigned Due Completed Person Task