5 Whys
What it is
A root-cause analysis method where you ask “Why?” five times to uncover fundamental problems beyond surface symptoms.
How to use
Checklist:
- Problem statement (clear & specific)
- Whiteboard/digital tool (Miro, FigJam)
- Timer (5–10 mins per problem)
- Diverse stakeholders (2–5 people)
Time:
- 5–15 mins per problem
- 2–5 (include frontline staff + decision-makers)
Participants:
- 2–5 (include frontline staff + decision-makers)
Steps:
- Define the problem (e.g., ‘Users abandon baskets at checkout’).
- Ask “Why?” #1:
- ‘Why are they abandoning?’ → ‘Delivery costs surprise them’ ✅
- ❌ ‘Bad UX’ (too vague)
- Repeat 4 more times:
- Why #2: ‘Why are costs surprising?’ → ‘Fees only appear at checkout’
- Why #3: ‘Why not show fees earlier?’ → ‘Pricing rules are complex’
- Why #4: ‘Why are rules complex?’ → ‘No real-time carrier API’
- Why #5: ‘Why no API?’ → ‘Budget not allocated’ ← ROOT CAUSE
- Verify: Test if reversing the chain solves the problem.
Tips & Variations
- Go beyond 5? Stop when the cause is actionable (e.g., 'budget issue').
- Multiple roots? Split into separate chains (e.g., pricing vs. payment errors).
- Avoid:
- Leading questions ('Is it because of X?').
- Blaming people ('Steve forgot' → Focus on process gaps).
Why this method
Pros
- Exposes systemic flaws in <10 mins
- Prevents surface-level fixes
- Works for any problem (UX, operations, business)
Cons
- Risky without diverse perspectives (echo chambers)
- Over-simplifies complex issues
- Assumes linear causality (not always true)