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Free course + free certificate

Stop solving the same problem twice.

The free SimplicityHub® Root Cause Analysis course. Learn the proven tools that uncover what’s really going wrong — and fix it for good. No card needed.

Looking for a free Root Cause Analysis course with a certificate? You’re in the right place — start with Module 1.
6Modules
24Lessons
~4.5hAt your pace
FreeCertificate
What you’ll master

The complete RCA toolkit.

The 5 Whys
Trace a problem down to its true root, step by step.
Fishbone & Pareto
Map every possible cause, then focus on the vital few.
Fault Tree & FMEA
Handle complex, safety-critical and preventive analysis.
Free certificate
Issued automatically when you pass — genuinely free.
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See what the course covers.

A quick look at the free Root Cause Analysis course — what you'll learn, and why it's genuinely free.

What you’ll learn

By the end of this course.

Nine practical skills you can use on any problem, in any industry — from manufacturing to healthcare to the office.

Tell the difference between a symptom, a cause, and a true root cause
Write a clear, measurable problem statement
Plan and run a structured RCA from trigger to closure
Collect and organise evidence without bias
Apply the 5 Whys, Fishbone, Pareto, Fault Tree Analysis and FMEA
Know which RCA tool to reach for in any situation
Validate suspected causes with data, not opinion
Design corrective & preventive actions that stop recurrence
Verify the fix worked and sustain the improvement
Module 1

Foundations of Root Cause Analysis

Why most fixes fail — and what RCA does differently.

1.1 What root cause analysis really is

Root cause analysis (RCA) is a structured way of finding the deepest reason a problem happens — the cause that, if removed, stops it coming back. Most teams are brilliant at firefighting: see a problem, apply a quick fix, move on. But treat only the symptom and the problem returns in a new disguise. RCA breaks that cycle by forcing you to keep asking “why” until you reach something you can actually change. It sits at the heart of continuous improvement and DMAIC.

Example: A café keeps running out of oat milk. The quick fix is “order more.” RCA asks why it runs out — and finds orders are placed on gut feel, not sales data. Fix the ordering process and the shortage never returns.

1.2 Symptom vs cause vs root cause

Every problem has three layers. The symptom is what you notice. The cause is the immediate thing that produced it. The root cause is the deeper condition that allowed that cause to exist. Fix only the symptom and you’ll be back tomorrow. Spotting which layer you’re looking at is the single most important RCA skill.

Example: Symptom = a customer receives a damaged parcel. Cause = the box was crushed in transit. Root cause = packaging spec doesn’t protect fragile items — so every fragile order is at risk, not just this one.

1.3 When to run an RCA (and when not to)

RCA takes time and people, so use it well. Run it when a problem is recurring, costly, safety-related, or genuinely puzzling. For a one-off trivial glitch, a quick fix is fine. Rule of thumb: if it’s happened more than once, or the cost of it happening again is high, it’s worth a proper RCA.

Example: A printer jams once a year — just clear it. A printer jams every Monday and stops payroll — that’s an RCA.

1.4 The RCA mindset: curiosity over blame

The fastest way to kill an RCA is to make it about who rather than what. The moment people fear blame, evidence dries up. Good RCA is blameless: it assumes people acted reasonably given the system and information they had, and hunts for the process weakness. Watch for bias too — jumping to a favourite conclusion, or seeing only confirming evidence.

Example: “Dave entered the wrong figure” is blame. “The form allowed an out-of-range figure with no check” is a root cause you can actually fix.
Module 1 knowledge check

Q1. A ‘root cause’ is best described as:

The first thing that went wrong
The deepest cause that, if removed, stops the problem recurring
The person who made the mistake
The most expensive cause

Q2. A blameless RCA culture matters because:

It’s more polite
Fear of blame hides the evidence you need
It’s faster
Managers prefer it
Module 2

Defining the Problem

You can't find the cause of a problem you haven't defined.

2.1 Writing a clear problem statement

A strong problem statement is specific, measurable and free of assumed causes or solutions. It answers what is happening, where, when and how big — and deliberately avoids saying why (that’s the investigation’s job). A vague statement sends a team in ten directions; a sharp one focuses everyone.

Example: Weak: “We get too many complaints.” Strong: “Since 1 June, delivery complaints on the North route rose from 2% to 9% of orders.”

2.2 Is / Is-Not analysis

Is/Is-Not boxes a problem in. You list what the problem IS affecting alongside what it could be but ISN’T. The contrast points straight at what’s different — and difference is where causes hide.

Example: Defects appear on Line 2 (IS) but never Line 1 (IS-NOT). Both run the same product — so the cause is unique to Line 2, not the product.

2.3 Building the problem timeline

Most problems have a ‘first time it appeared’ moment. Laying events on a timeline reveals what changed just before it started — a new supplier, a software update, a staff change. Change is the usual trigger, and a timeline makes it visible.

Example: Website conversions dropped on the 14th. The timeline shows a checkout plugin was updated on the 13th. That’s your prime suspect.

2.4 Setting the goal & success measure

Before hunting causes, agree what ‘solved’ looks like and how you’ll measure it. A clear target keeps the RCA honest and tells you when to stop. Tie it to the same metric in your problem statement so improvement is undeniable.

Example: Goal = “Bring North-route complaints below 3% within 30 days” — measurable, time-bound, tied to the problem.
Module 2 knowledge check

Q1. A good problem statement should NOT include:

What is happening
How big the problem is
The assumed cause
When it started

Q2. Is/Is-Not analysis helps you:

Assign blame
Contrast what’s affected vs what isn’t, to find what’s different
Pick a solution
Write the report
Module 3

Gathering the Evidence

Facts before theories.

3.1 The five sources of evidence

Before theorising, collect facts from five sources: People (what those involved observed), Parts (the physical items or outputs), Paper/Position (records, logs, settings), Paradigms (assumptions and “we’ve always done it this way”), and Data (measurements and trends). Gathering across all five stops you fixating on the first clue.

Example: For a machine breakdown — interview the operator (People), inspect the failed bearing (Parts), check the maintenance log (Paper), question the “it never needs servicing” belief (Paradigm), pull the vibration data (Data).

3.2 Data collection without bias

Evidence is only useful if it’s clean. Avoid leading questions, hearsay and recency bias (assuming the newest change is always the cause). Where you can, go and see for yourself — the Gemba principle — because second-hand descriptions lose the detail that cracks the case.

Example: Instead of “did you follow the procedure?”, ask “walk me through exactly what you did.” The second question surfaces the real workflow, not the official one.

3.3 Organising evidence with a data-collection plan

A data-collection plan decides what you’ll measure, how, who collects it and when — before you start. It stops you drowning in random data and ensures what you gather is comparable and reliable.

Example: “Record every North-route complaint for 2 weeks: date, driver, parcel type, damage category” — structured data you can actually analyse.

3.4 Reading the data: Pareto & the 80/20 rule

The Pareto principle says roughly 80% of problems come from 20% of causes. A Pareto chart ranks causes by frequency so you focus on the ‘vital few’ rather than the ‘trivial many’. It’s the fastest way to know where to aim.

Example: Of 9 complaint types, two (“late” and “damaged”) account for 78% of all complaints. Fix those two and you solve most of the problem.
Module 3 knowledge check

Q1. The Pareto principle suggests:

All causes are equal
~80% of problems come from ~20% of causes
Collect all data forever
Guess the cause

Q2. Going to see the problem yourself (Gemba) helps because:

It’s exercise
Second-hand descriptions lose detail that cracks the case
It looks proactive
It’s required by law
Module 4

Core RCA Tools & Techniques

The toolkit — and how to choose.

4.1 The 5 Whys

The 5 Whys is the simplest RCA tool: ask “why?” repeatedly — usually about five times — until you reach a cause you can act on. Its power is simplicity; its danger is stopping too early or following a single track. Always check each “why” genuinely causes the one above it.

Example: Machine stopped → fuse blew → motor overloaded → bearing seized → no lubrication → lubrication wasn’t on the maintenance schedule. That last one is the fixable root cause.

4.2 Cause-and-Effect (Fishbone / Ishikawa)

When a problem could have many causes, the Fishbone diagram organises a team brainstorm into categories — classically the 6 Ms: Man, Machine, Method, Material, Measurement and Mother Nature (environment). It structures the search so no category is forgotten.

Example: For “inconsistent coffee” — Man: barista training; Machine: grinder calibration; Method: no recipe; Material: bean freshness; Measurement: no scales; Environment: humidity. The whole picture becomes visible.

4.3 Fault Tree Analysis (FTA)

Fault Tree Analysis is a top-down logic diagram that starts with the failure at the top and branches down through the conditions that could cause it, using AND/OR gates. It shines for complex or safety-critical failures where several things must line up.

Example: “Fire alarm fails to sound” = (sensor fails) AND (backup fails) OR (power fails AND battery dead). FTA shows exactly which combinations are dangerous.

4.4 Failure Mode & Effects Analysis (FMEA)

FMEA is preventive: list the ways a process could fail (failure modes) and score each on Severity × Occurrence × Detection to get a Risk Priority Number (RPN). The highest RPNs get attention first. It’s RCA turned forward — stopping problems before they happen.

Example: A failure mode scored Severity 9, Occurrence 3, Detection 7 gives RPN 189 — far more urgent than one scoring 24, even if both feel equally annoying.

4.5 Choosing the right tool

You don’t need every tool every time. Simple, linear problem → 5 Whys; many possible causes → Fishbone; complex logic or safety → Fault Tree; risk and prevention → FMEA. Often you’ll combine them — brainstorm with a Fishbone, then drill the top branch with 5 Whys.

Example: A recurring billing error — start with a Fishbone to map possibilities, then run 5 Whys on the likeliest branch to reach the true cause.
Module 4 knowledge check

Q1. Which tool is best for a complex, safety-critical failure with combined conditions?

5 Whys
Pareto chart
Fault Tree Analysis
Is/Is-Not

Q2. In FMEA, the Risk Priority Number (RPN) is:

Severity + Occurrence + Detection
Severity × Occurrence × Detection
Severity ÷ Detection
Occurrence × Cost

Q3. The main risk of the 5 Whys is:

It takes too long
Following a single track and stopping too early
It needs software
It can’t be used in teams
Module 5

From Cause to Solution

Proving the cause and fixing it for good.

5.1 Validating the root cause with data

A suspected cause is a hypothesis, not a fact. Before spending money, prove it — ideally by turning it ‘on and off’ and watching the problem follow. Remember correlation isn’t causation. A cause-validation matrix helps you weigh evidence for and against each candidate.

Example: You suspect a new supplier’s material causes defects. Run one batch of old and one of new under identical conditions — if defects vanish with the old material, you’ve proven it.

5.2 Corrective vs preventive action (CAPA)

There are two kinds of fix. Corrective action stops the current problem (contain the damage now). Preventive action stops it ever happening again (fix the system). Great RCA reaches for the preventive fix — containment alone just buys time.

Example: Corrective = re-ship the damaged orders today. Preventive = redesign the packaging spec so fragile items can’t be crushed again.

5.3 Prioritising & selecting solutions

You’ll usually have several possible fixes. Rank them on impact vs effort: quick wins (high impact, low effort) first; big projects planned properly; low-impact ideas parked. This stops you pouring effort into a fix that barely moves the needle.

Example: Adding a data-entry validation check (low effort, high impact) beats a full software rebuild (high effort, similar impact) as your first move.

5.4 Planning the fix

A solution isn’t real until it has an owner, an action and a date. Write it down, assign accountability, and decide how you’ll test it on a small scale before rolling out everywhere. A pilot catches side-effects cheaply.

Example: “Jo to trial the new packaging on North-route fragile orders for 2 weeks from Monday, then review damage rate” — owner, action, date, measure.
Module 5 knowledge check

Q1. Before designing a solution, you should first:

Assign blame
Validate the suspected root cause with data
Buy new equipment
Write the final report

Q2. A preventive action differs from a corrective action because it:

Costs more
Stops the problem happening again, not just now
Is always faster
Needs no owner
Module 6

Verify, Sustain & Communicate

Making sure it stays fixed.

6.1 Verifying the fix worked

After implementing, measure again and compare to your baseline. Did the metric from your problem statement improve? A before-and-after comparison turns “I think it’s better” into proof — and if it didn’t improve, you’ve learned your suspected cause was wrong, which is valuable too.

Example: North-route complaints fell from 9% to 2% over the trial — below the 3% goal. The fix is verified with hard numbers, not hope.

6.2 Sustaining the improvement

Improvements fade without control. Lock in the gain with standard work (update the procedure), ongoing monitoring and clear ownership. A sustainability plan names who watches the metric, how often, and what triggers action if it slips.

Example: Add the new packaging step to the SOP, add damage-rate to the weekly dashboard, and set a rule: “if it exceeds 4%, re-open the RCA.”

6.3 The one-page RCA report

Stakeholders want a page, not a novel. A good RCA summary states the problem, the root cause found, the evidence, the action taken and the result. It makes your work credible and repeatable.

Example: One page: “Problem: 9% complaints. Root cause: inadequate packaging spec. Evidence: batch test. Action: new spec + SOP. Result: complaints down to 2%.”

6.4 Embedding RCA as a habit

The final step is cultural: make structured problem-solving the default, not a special event. Keep a lessons-learned log so the organisation remembers, and celebrate causes found — not blame assigned. From here, your natural next step is a full Green Belt to master the wider DMAIC toolkit.

Example: A monthly “problems solved” review where teams share root causes found builds a company that fixes things once, properly.
Module 6 knowledge check

Q1. You verify a fix worked by:

Asking if it feels better
Measuring against the baseline and comparing before vs after
Closing the project
Moving on

Q2. Improvements fade over time unless you:

Forget about them
Lock them in with standard work, monitoring and ownership
Blame someone
Re-run the whole RCA weekly
Assessment & certificate

Pass the final exam, get your free certificate.

Complete all six modules, then take the 20-question final exam. Score 70%+ and your free SimplicityHub® certificate is issued instantly — unlimited retakes, no payment, ever. If it says free, it’s free.

Questions

Frequently asked.

Is the course really free?

Yes — completely. The course and the certificate are 100% free. No card, no upsell, no catch.

Do I need any prior knowledge?

No. It’s designed for beginners through to intermediate. It sits naturally between White Belt and Green Belt but stands on its own.

How long does it take?

About 4–5 hours at your own pace, across 6 modules and 24 lessons.

Do I get a certificate?

Yes. Pass the final exam (70%+, unlimited retakes) and your free SimplicityHub® certificate is issued automatically.

What’s the natural next step?

Once you’ve mastered RCA, the full Green Belt course builds on it with the wider DMAIC toolkit.