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ITIL root cause analysis template

ITIL root cause analysis template

Integrate our ITIL root cause analysis template into your IT service management processes to effectively identify and resolve root causes. This template aligns with ITIL best practices, promoting service quality and efficiency.

Use this template
or download pdf
ITIL root cause analysis template

Integrate our ITIL root cause analysis template into your IT service management processes to effectively identify and resolve root causes. This template aligns with ITIL best practices, promoting service quality and efficiency.

Use this template
or download pdf

About the ITIL root cause analysis template

An ITIL root cause analysis template is structured to enhance your problem-solving capabilities by organizing information systematically. Start with a clear problem statement to align everyone and focus on the specific issue at hand. This clarity is crucial for directing your efforts effectively.

The template categorizes potential causes into areas such as processes, technology, and people, allowing you to systematically explore all contributing factors. Break down each category into specific causes to ensure a comprehensive analysis that leaves no detail absent.

By using this template, you benefit from a structured framework that saves time and enhances accuracy. It promotes collaboration among team members, encouraging diverse perspectives and thorough examination of issues. This organized method empowers you to address challenges effectively, leading to improved outcomes and a more efficient IT environment.

Key elements of an ITIL root cause analysis template

An ITIL root cause analysis template is designed to enhance your problem-solving and documentation processes. Here are the key elements that make this template effective:

  • Problem statement: This section clearly defines the issue you are addressing, ensuring everyone is aligned and focused. It sets the foundation for a thorough analysis by providing a clear starting point.
  • Categorization of causes: The template organizes potential causes into categories such as processes, technology, and people. This systematic approach helps you explore different areas that might contribute to the problem, ensuring a comprehensive investigation.
  • Detailed sub-causes: Within each main category, you delve into specific potential causes. This detailed examination allows you to identify root causes, ensuring no aspect gets missing. It facilitates a deeper understanding of the problem.
  • Action plan and follow-up: This section outlines steps to address identified root causes, assigns responsibilities, and sets timelines. It ensures accountability and effective resolution, ultimately enhancing your workflow and problem-solving capabilities.

Best practices for using an ITIL root cause analysis template

To make the most of an ITIL root cause analysis template, start by defining your problem clearly. This ensures everyone aligns and focuses on the same issue. Engage a diverse team to gather varied insights and perspectives, enriching the analysis process.

Accurate documentation is crucial. Record every step meticulously to ensure you can trace back and validate findings. Avoid making assumptions; rely on data-driven analysis to prevent bias and enhance the validity of your conclusions.

Regularly review and refine the template based on feedback and experiences. This adaptability ensures it remains effective and relevant. Assign clear responsibilities and timelines for action items to maintain accountability and drive timely resolutions. 

Related categories

  • Operational excellence templates
  • General templates
  • Templates for business processes
Preview of the template
Incident Details
Incident ID
Incident Description
Incident Date
Incident Duration
Reported By
Service Affected
Business Impact
Root Cause Analysis
Symptoms
Probable Causes
Actual Root Cause
Corrective Action
Change Management
Change Request ID
Change Description
Change Status
Implementation Date
Backout Plan

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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

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Template collections

See comprehensive collections of best practice templates related to this topic.

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Check out how the Lumiform software can be utilized for related use cases.

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Frequently asked questions

What is an ITIL root cause analysis template?

An ITIL root cause analysis template is a structured tool to help identify and analyze the underlying causes of IT-related issues. It organizes potential causes into categories, enabling teams to systematically explore contributing factors and develop effective solutions to prevent recurrence.

How does an ITIL root cause analysis improve IT management?

The analysis enhances IT management by providing a clear framework for identifying root causes. It ensures thorough investigation, encourages collaboration, and helps implement corrective actions efficiently, leading to more accurate and effective problem resolution.

Who should use this root cause analysis template?

IT managers, team leaders, and support staff involved in troubleshooting and process improvement should use this template. It benefits anyone seeking to systematically identify and address the root causes of IT problems, enhancing efficiency and service quality.

What are common challenges in IT root cause analysis and how can they be overcome?

Common challenges include incomplete data collection and biased analysis. Overcome these by ensuring thorough data gathering and encouraging diverse team input. Utilizing the template to guide discussions and verify findings with evidence promotes a balanced and accurate approach to problem-solving.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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