problem solving strategies revision

5 Effective Problem-Solving Strategies

Got a problem you’re trying to solve? Strategies like trial and error, gut instincts, and “working backward” can help. We look at some examples and how to use them.

We all face problems daily. Some are simple, like deciding what to eat for dinner. Others are more complex, like resolving a conflict with a loved one or figuring out how to overcome barriers to your goals.

No matter what problem you’re facing, these five problem-solving strategies can help you develop an effective solution.

What are problem-solving strategies?

To effectively solve a problem, you need a problem-solving strategy .

If you’ve had to make a hard decision before then you know that simply ruminating on the problem isn’t likely to get you anywhere. You need an effective strategy — or a plan of action — to find a solution.

In general, effective problem-solving strategies include the following steps:

• Define the problem.
• Come up with alternative solutions.
• Decide on a solution.
• Implement the solution.

Problem-solving strategies don’t guarantee a solution, but they do help guide you through the process of finding a resolution.

Using problem-solving strategies also has other benefits . For example, having a strategy you can turn to can help you overcome anxiety and distress when you’re first faced with a problem or difficult decision.

The key is to find a problem-solving strategy that works for your specific situation, as well as your personality. One strategy may work well for one type of problem but not another. In addition, some people may prefer certain strategies over others; for example, creative people may prefer to depend on their insights than use algorithms.

It’s important to be equipped with several problem-solving strategies so you use the one that’s most effective for your current situation.

1. Trial and error

One of the most common problem-solving strategies is trial and error. In other words, you try different solutions until you find one that works.

For example, say the problem is that your Wi-Fi isn’t working. You might try different things until it starts working again, like restarting your modem or your devices until you find or resolve the problem. When one solution isn’t successful, you try another until you find what works.

Trial and error can also work for interpersonal problems . For example, if your child always stays up past their bedtime, you might try different solutions — a visual clock to remind them of the time, a reward system, or gentle punishments — to find a solution that works.

2. Heuristics

Sometimes, it’s more effective to solve a problem based on a formula than to try different solutions blindly.

Heuristics are problem-solving strategies or frameworks people use to quickly find an approximate solution. It may not be the optimal solution, but it’s faster than finding the perfect resolution, and it’s “good enough.”

Algorithms or equations are examples of heuristics.

An algorithm is a step-by-step problem-solving strategy based on a formula guaranteed to give you positive results. For example, you might use an algorithm to determine how much food is needed to feed people at a large party.

However, many life problems have no formulaic solution; for example, you may not be able to come up with an algorithm to solve the problem of making amends with your spouse after a fight.

3. Gut instincts (insight problem-solving)

While algorithm-based problem-solving is formulaic, insight problem-solving is the opposite.

When we use insight as a problem-solving strategy we depend on our “gut instincts” or what we know and feel about a situation to come up with a solution. People might describe insight-based solutions to problems as an “aha moment.”

For example, you might face the problem of whether or not to stay in a relationship. The solution to this problem may come as a sudden insight that you need to leave. In insight problem-solving, the cognitive processes that help you solve a problem happen outside your conscious awareness.

4. Working backward

Working backward is a problem-solving approach often taught to help students solve problems in mathematics. However, it’s useful for real-world problems as well.

Working backward is when you start with the solution and “work backward” to figure out how you got to the solution. For example, if you know you need to be at a party by 8 p.m., you might work backward to problem-solve when you must leave the house, when you need to start getting ready, and so on.

5. Means-end analysis

Means-end analysis is a problem-solving strategy that, to put it simply, helps you get from “point A” to “point B” by examining and coming up with solutions to obstacles.

When using means-end analysis you define the current state or situation (where you are now) and the intended goal. Then, you come up with solutions to get from where you are now to where you need to be.

For example, a student might be faced with the problem of how to successfully get through finals season . They haven’t started studying, but their end goal is to pass all of their finals. Using means-end analysis, the student can examine the obstacles that stand between their current state and their end goal (passing their finals).

They could see, for example, that one obstacle is that they get distracted from studying by their friends. They could devise a solution to this obstacle by putting their phone on “do not disturb” mode while studying.

Let’s recap

Whether they’re simple or complex, we’re faced with problems every day. To successfully solve these problems we need an effective strategy. There are many different problem-solving strategies to choose from.

Although problem-solving strategies don’t guarantee a solution, they can help you feel less anxious about problems and make it more likely that you come up with an answer.

8 sources collapsed

• Chu Y, et al. (2011). Human performance on insight problem-solving: A review. https://docs.lib.purdue.edu/cgi/viewcontent.cgi?article=1094&context=jps
• Dumper K, et al. (n.d.) Chapter 7.3: Problem-solving in introductory psychology. https://opentext.wsu.edu/psych105/chapter/7-4-problem-solving/
• Foulds LR. (2017). The heuristic problem-solving approach. https://www.tandfonline.com/doi/abs/10.1057/jors.1983.205
• Gick ML. (1986). Problem-solving strategies. https://www.tandfonline.com/doi/abs/10.1080/00461520.1986.9653026
• Montgomery ME. (2015). Problem solving using means-end analysis. https://sites.psu.edu/psych256sp15/2015/04/19/problem-solving-using-means-end-analysis/
• Posamentier A, et al. (2015). Problem-solving strategies in mathematics. Chapter 3: Working backwards. https://www.worldscientific.com/doi/10.1142/9789814651646_0003
• Sarathy V. (2018). Real world problem-solving. https://www.frontiersin.org/articles/10.3389/fnhum.2018.00261/full
• Woods D. (2000). An evidence-based strategy for problem solving. https://www.researchgate.net/publication/245332888_An_Evidence-Based_Strategy_for_Problem_Solving

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20 Effective Math Strategies To Approach Problem-Solving 

Katie Keeton

Math strategies for problem-solving help students use a range of approaches to solve many different types of problems. It involves identifying the problem and carrying out a plan of action to find the answer to mathematical problems.  

Problem-solving skills are essential to math in the general classroom and real-life. They require logical reasoning and critical thinking skills. Students must be equipped with strategies to help them find solutions to problems.

This article explores mathematical problem solving strategies, logical reasoning and critical thinking skills to help learners with solving math word problems independently in real-life situations. 

What are problem-solving strategies?

Problem-solving strategies in math are methods students can use to figure out solutions to math problems. Some problem-solving strategies: 

• Draw a model
• Use different approaches
• Check the inverse to make sure the answer is correct

Students need to have a toolkit of math problem-solving strategies at their disposal to provide different ways to approach math problems. This makes it easier to find solutions and understand math better. 

Strategies can help guide students to the solution when it is difficult ot know when to start.

The ultimate guide to problem solving techniques

Download these ready-to-go problem solving techniques that every student should know. Includes printable tasks for students including challenges, short explanations for teachers with questioning prompts.

20 Math Strategies For Problem-Solving

Different problem-solving math strategies are required for different parts of the problem. It is unlikely that students will use the same strategy to understand and solve the problem. 

Here are 20 strategies to help students develop their problem-solving skills. 

Strategies to understand the problem

Strategies that help students understand the problem before solving it helps ensure they understand: 

• The context
• What the key information is
• How to form a plan to solve it

Following these steps leads students to the correct solution and makes the math word problem easier .

Here are five strategies to help students understand the content of the problem and identify key information. 

1. Read the problem aloud

Read a word problem aloud to help understand it. Hearing the words engages auditory processing. This can make it easier to process and comprehend the context of the situation.

2. Highlight keywords 

When keywords are highlighted in a word problem, it helps the student focus on the essential information needed to solve it. Some important keywords help determine which operation is needed.  For example, if the word problem asks how many are left, the problem likely requires subtraction.  Ensure students highlight the keywords carefully and do not highlight every number or keyword. There is likely irrelevant information in the word problem.

3. Summarize the information

Read the problem aloud, highlight the key information and then summarize the information. Students can do this in their heads or write down a quick summary.  Summaries should include only the important information and be in simple terms that help contextualize the problem.

4. Determine the unknown

A common problem that students have when solving a word problem is misunderstanding what they are solving. Determine what the unknown information is before finding the answer.  Often, a word problem contains a question where you can find the unknown information you need to solve. For example, in the question ‘How many apples are left?’ students need to find the number of apples left over.

5. Make a plan

Once students understand the context of the word problem, have dentified the important information and determined the unknown, they can make a plan to solve it.  The plan will depend on the type of problem. Some problems involve more than one step to solve them as some require more than one answer.  Encourage students to make a list of each step they need to take to solve the problem before getting started.

Strategies for solving the problem 

1. draw a model or diagram.

Students may find it useful to draw a model, picture, diagram, or other visual aid to help with the problem solving process.  It can help to visualize the problem to understand the relationships between the numbers in the problem. In turn, this helps students see the solution.

Similarly, you could draw a model to represent the objects in the problem:

2. Act it out

This particular strategy is applicable at any grade level but is especially helpful in math investigation in elementary school . It involves a physical demonstration or students acting out the problem using movements, concrete resources and math manipulatives .  When students act out a problem, they can visualize and contectualize the word problem in another way and secure an understanding of the math concepts.  The examples below show how 1st-grade students could “act out” an addition and subtraction problem:

3. Work backwards

Working backwards is a popular problem-solving strategy. It involves starting with a possible solution and deciding what steps to take to arrive at that solution.  This strategy can be particularly helpful when students solve math word problems involving multiple steps. They can start at the end and think carefully about each step taken as opposed to jumping to the end of the problem and missing steps in between.

For example,

To solve this problem working backwards, start with the final condition, which is Sam’s grandmother’s age (71) and work backwards to find Sam’s age. Subtract 20 from the grandmother’s age, which is 71.  Then, divide the result by 3 to get Sam’s age. 71 – 20 = 51 51 ÷ 3 = 17 Sam is 17 years old.

4. Write a number sentence

When faced with a word problem, encourage students to write a number sentence based on the information. This helps translate the information in the word problem into a math equation or expression, which is more easily solved.  It is important to fully understand the context of the word problem and what students need to solve before writing an equation to represent it.

5. Use a formula

Specific formulas help solve many math problems. For example, if a problem asks students to find the area of a rug, they would use the area formula (area = length × width) to solve.   Make sure students know the important mathematical formulas they will need in tests and real-life. It can help to display these around the classroom or, for those who need more support, on students’ desks.

Strategies for checking the solution 

Once the problem is solved using an appropriate strategy, it is equally important to check the solution to ensure it is correct and makes sense. 

There are many strategies to check the solution. The strategy for a specific problem is dependent on the problem type and math content involved.

Here are five strategies to help students check their solutions. 

1. Use the Inverse Operation

For simpler problems, a quick and easy problem solving strategy is to use the inverse operation. For example, if the operation to solve a word problem is 56 ÷ 8 = 7 students can check the answer is correct by multiplying 8 × 7. As good practice, encourage students to use the inverse operation routinely to check their work. 

2. Estimate to check for reasonableness

Once students reach an answer, they can use estimation or rounding to see if the answer is reasonable.  Round each number in the equation to a number that’s close and easy to work with, usually a multiple of ten.  For example, if the question was 216 ÷ 18 and the quotient was 12, students might round 216 to 200 and round 18 to 20. Then use mental math to solve 200 ÷ 20, which is 10.  When the estimate is clear the two numbers are close. This means your answer is reasonable. 

3. Plug-In Method

This method is particularly useful for algebraic equations. Specifically when working with variables.  To use the plug-in method, students solve the problem as asked and arrive at an answer. They can then plug the answer into the original equation to see if it works. If it does, the answer is correct.

If students use the equation 20m+80=300 to solve this problem and find that m = 11, they can plug that value back into the equation to see if it is correct. 20m + 80 = 300 20 (11) + 80 = 300 220 + 80 = 300 300 = 300 ✓

4. Peer Review

Peer review is a great tool to use at any grade level as it promotes critical thinking and collaboration between students. The reviewers can look at the problem from a different view as they check to see if the problem was solved correctly.   Problem solvers receive immediate feedback and the opportunity to discuss their thinking with their peers. This strategy is effective with mixed-ability partners or similar-ability partners. In mixed-ability groups, the partner with stronger skills provides guidance and support to the partner with weaker skills, while reinforcing their own understanding of the content and communication skills.  If partners have comparable ability levels and problem-solving skills, they may find that they approach problems differently or have unique insights to offer each other about the problem-solving process.

5. Use a Calculator

A calculator can be introduced at any grade level but may be best for older students who already have a foundational understanding of basic math operations. Provide students with a calculator to allow them to check their solutions independently, accurately, and quickly. Since calculators are so readily available on smartphones and tablets, they allow students to develop practical skills that apply to real-world situations.  

Step-by-step problem-solving processes for your classroom

In his book, How to Solve It , published in 1945, mathematician George Polya introduced a 4-step process to solve problems. 

Polya’s 4 steps include:

• Understand the problem
• Devise a plan
• Carry out the plan

Today, in the style of George Polya, many problem-solving strategies use various acronyms and steps to help students recall. 

Many teachers create posters and anchor charts of their chosen process to display in their classrooms. They can be implemented in any elementary, middle school or high school classroom. 

Here are 5 problem-solving strategies to introduce to students and use in the classroom.

How Third Space Learning improves problem-solving 

Resources .

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Explore the range of problem solving resources for 2nd to 8th grade students. 

One-on-one tutoring 

Third Space Learning offers one-on-one math tutoring to help students improve their math skills. Highly qualified tutors deliver high-quality lessons aligned to state standards. 

Former teachers and math experts write all of Third Space Learning’s tutoring lessons. Expertly designed lessons follow a “my turn, follow me, your turn” pedagogy to help students move from guided instruction and problem-solving to independent practice. 

Throughout each lesson, tutors ask higher-level thinking questions to promote critical thinking and ensure students are developing a deep understanding of the content and problem-solving skills.

Problem-solving

Educators can use many different strategies to teach problem-solving and help students develop and carry out a plan when solving math problems. Incorporate these math strategies into any math program and use them with a variety of math concepts, from whole numbers and fractions to algebra. 

Teaching students how to choose and implement problem-solving strategies helps them develop mathematical reasoning skills and critical thinking they can apply to real-life problem-solving.

READ MORE :

• 8 Common Core math examples
• Tier 3 Interventions: A School Leaders Guide
• Tier 2 Interventions: A School Leaders Guide
• Tier 1 Interventions: A School Leaders Guide

There are many different strategies for problem-solving; Here are 5 problem-solving strategies: • draw a model  • act it out  • work backwards  • write a number sentence • use a formula

Here are 10 strategies for problem-solving: • Read the problem aloud • Highlight keywords • Summarize the information • Determine the unknown • Make a plan • Draw a model  • Act it out  • Work backwards  • Write a number sentence • Use a formula

1. Understand the problem 2. Devise a plan 3. Carry out the plan 4. Look back

Some strategies you can use to solve challenging math problems are: breaking the problem into smaller parts, using diagrams or models, applying logical reasoning, and trying different approaches.

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Struggling to overcome challenges in your life? We all face problems, big and small, on a regular basis.

So how do you tackle them effectively? What are some key problem-solving strategies and skills that can guide you?

Effective problem-solving requires breaking issues down logically, generating solutions creatively, weighing choices critically, and adapting plans flexibly based on outcomes. Useful strategies range from leveraging past solutions that have worked to visualizing problems through diagrams. Core skills include analytical abilities, innovative thinking, and collaboration.

Want to improve your problem-solving skills? Keep reading to find out 17 effective problem-solving strategies, key skills, common obstacles to watch for, and tips on improving your overall problem-solving skills.

Key Takeaways:

• Effective problem-solving requires breaking down issues logically, generating multiple solutions creatively, weighing choices critically, and adapting plans based on outcomes.
• Useful problem-solving strategies range from leveraging past solutions to brainstorming with groups to visualizing problems through diagrams and models.
• Core skills include analytical abilities, innovative thinking, decision-making, and team collaboration to solve problems.
• Common obstacles include fear of failure, information gaps, fixed mindsets, confirmation bias, and groupthink.
• Boosting problem-solving skills involves learning from experts, actively practicing, soliciting feedback, and analyzing others’ success.
• Onethread’s project management capabilities align with effective problem-solving tenets – facilitating structured solutions, tracking progress, and capturing lessons learned.

What Is Problem-Solving?

Problem-solving is the process of understanding an issue, situation, or challenge that needs to be addressed and then systematically working through possible solutions to arrive at the best outcome.

It involves critical thinking, analysis, logic, creativity, research, planning, reflection, and patience in order to overcome obstacles and find effective answers to complex questions or problems.

The ultimate goal is to implement the chosen solution successfully.

What Are Problem-Solving Strategies?

Problem-solving strategies are like frameworks or methodologies that help us solve tricky puzzles or problems we face in the workplace, at home, or with friends.

Imagine you have a big jigsaw puzzle. One strategy might be to start with the corner pieces. Another could be looking for pieces with the same colors. 

Just like in puzzles, in real life, we use different plans or steps to find solutions to problems. These strategies help us think clearly, make good choices, and find the best answers without getting too stressed or giving up.

Why Is It Important To Know Different Problem-Solving Strategies?

Knowing different problem-solving strategies is important because different types of problems often require different approaches to solve them effectively. Having a variety of strategies to choose from allows you to select the best method for the specific problem you are trying to solve.

This improves your ability to analyze issues thoroughly, develop solutions creatively, and tackle problems from multiple angles. Knowing multiple strategies also aids in overcoming roadblocks if your initial approach is not working.

Here are some reasons why you need to know different problem-solving strategies:

• Different Problems Require Different Tools: Just like you can’t use a hammer to fix everything, some problems need specific strategies to solve them.
• Improves Creativity: Knowing various strategies helps you think outside the box and come up with creative solutions.
• Saves Time: With the right strategy, you can solve problems faster instead of trying things that don’t work.
• Reduces Stress: When you know how to tackle a problem, it feels less scary and you feel more confident.
• Better Outcomes: Using the right strategy can lead to better solutions, making things work out better in the end.
• Learning and Growth: Each time you solve a problem, you learn something new, which makes you smarter and better at solving future problems.

Knowing different ways to solve problems helps you tackle anything that comes your way, making life a bit easier and more fun!

17 Effective Problem-Solving Strategies

Effective problem-solving strategies include breaking the problem into smaller parts, brainstorming multiple solutions, evaluating the pros and cons of each, and choosing the most viable option. 

Critical thinking and creativity are essential in developing innovative solutions. Collaboration with others can also provide diverse perspectives and ideas. 

By applying these strategies, you can tackle complex issues more effectively.

Now, consider a challenge you’re dealing with. Which strategy could help you find a solution? Here we will discuss key problem strategies in detail.

1. Use a Past Solution That Worked

This strategy involves looking back at previous similar problems you have faced and the solutions that were effective in solving them.

It is useful when you are facing a problem that is very similar to something you have already solved. The main benefit is that you don’t have to come up with a brand new solution – you already know the method that worked before will likely work again.

However, the limitation is that the current problem may have some unique aspects or differences that mean your old solution is not fully applicable.

The ideal process is to thoroughly analyze the new challenge, identify the key similarities and differences versus the past case, adapt the old solution as needed to align with the current context, and then pilot it carefully before full implementation.

An example is using the same negotiation tactics from purchasing your previous home when putting in an offer on a new house. Key terms would be adjusted but overall it can save significant time versus developing a brand new strategy.

2. Brainstorm Solutions

This involves gathering a group of people together to generate as many potential solutions to a problem as possible.

It is effective when you need creative ideas to solve a complex or challenging issue. By getting input from multiple people with diverse perspectives, you increase the likelihood of finding an innovative solution.

The main limitation is that brainstorming sessions can sometimes turn into unproductive gripe sessions or discussions rather than focusing on productive ideation —so they need to be properly facilitated.

The key to an effective brainstorming session is setting some basic ground rules upfront and having an experienced facilitator guide the discussion. Rules often include encouraging wild ideas, avoiding criticism of ideas during the ideation phase, and building on others’ ideas.

For instance, a struggling startup might hold a session where ideas for turnaround plans are generated and then formalized with financials and metrics.

3. Work Backward from the Solution

This technique involves envisioning that the problem has already been solved and then working step-by-step backward toward the current state.

This strategy is particularly helpful for long-term, multi-step problems. By starting from the imagined solution and identifying all the steps required to reach it, you can systematically determine the actions needed. It lets you tackle a big hairy problem through smaller, reversible steps.

A limitation is that this approach may not be possible if you cannot accurately envision the solution state to start with.

The approach helps drive logical systematic thinking for complex problem-solving, but should still be combined with creative brainstorming of alternative scenarios and solutions.

An example is planning for an event – you would imagine the successful event occurring, then determine the tasks needed the week before, two weeks before, etc. all the way back to the present.

4. Use the Kipling Method

This method, named after author Rudyard Kipling, provides a framework for thoroughly analyzing a problem before jumping into solutions.

It consists of answering six fundamental questions: What, Where, When, How, Who, and Why about the challenge. Clearly defining these core elements of the problem sets the stage for generating targeted solutions.

The Kipling method enables a deep understanding of problem parameters and root causes before solution identification. By jumping to brainstorm solutions too early, critical information can be missed or the problem is loosely defined, reducing solution quality.

Answering the six fundamental questions illuminates all angles of the issue. This takes time but pays dividends in generating optimal solutions later tuned precisely to the true underlying problem.

The limitation is that meticulously working through numerous questions before addressing solutions can slow progress.

The best approach blends structured problem decomposition techniques like the Kipling method with spurring innovative solution ideation from a diverse team. 

An example is using this technique after a technical process failure – the team would systematically detail What failed, Where/When did it fail, How it failed (sequence of events), Who was involved, and Why it likely failed before exploring preventative solutions.

5. Try Different Solutions Until One Works (Trial and Error)

This technique involves attempting various potential solutions sequentially until finding one that successfully solves the problem.

Trial and error works best when facing a concrete, bounded challenge with clear solution criteria and a small number of discrete options to try. By methodically testing solutions, you can determine the faulty component.

A limitation is that it can be time-intensive if the working solution set is large.

The key is limiting the variable set first. For technical problems, this boundary is inherent and each element can be iteratively tested. But for business issues, artificial constraints may be required – setting decision rules upfront to reduce options before testing.

Furthermore, hypothesis-driven experimentation is far superior to blind trial and error – have logic for why Option A may outperform Option B.

Examples include fixing printer jams by testing different paper tray and cable configurations or resolving website errors by tweaking CSS/HTML line-by-line until the code functions properly.

6. Use Proven Formulas or Frameworks (Heuristics)

Heuristics refers to applying existing problem-solving formulas or frameworks rather than addressing issues completely from scratch.

This allows leveraging established best practices rather than reinventing the wheel each time.

It is effective when facing recurrent, common challenges where proven structured approaches exist.

However, heuristics may force-fit solutions to non-standard problems.

For example, a cost-benefit analysis can be used instead of custom weighting schemes to analyze potential process improvements.

Onethread allows teams to define, save, and replicate configurable project templates so proven workflows can be reliably applied across problems with some consistency rather than fully custom one-off approaches each time.

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7. Trust Your Instincts (Insight Problem-Solving)

Insight is a problem-solving technique that involves waiting patiently for an unexpected “aha moment” when the solution pops into your mind.

It works well for personal challenges that require intuitive realizations over calculated logic. The unconscious mind makes connections leading to flashes of insight when relaxing or doing mundane tasks unrelated to the actual problem.

Benefits include out-of-the-box creative solutions. However, the limitations are that insights can’t be forced and may never come at all if too complex. Critical analysis is still required after initial insights.

A real-life example would be a writer struggling with how to end a novel. Despite extensive brainstorming, they feel stuck. Eventually while gardening one day, a perfect unexpected plot twist sparks an ideal conclusion. However, once written they still carefully review if the ending flows logically from the rest of the story.

8. Reverse Engineer the Problem

This approach involves deconstructing a problem in reverse sequential order from the current undesirable outcome back to the initial root causes.

By mapping the chain of events backward, you can identify the origin of where things went wrong and establish the critical junctures for solving it moving ahead. Reverse engineering provides diagnostic clarity on multi-step problems.

However, the limitation is that it focuses heavily on autopsying the past versus innovating improved future solutions.

An example is tracing back from a server outage, through the cascade of infrastructure failures that led to it finally terminating at the initial script error that triggered the crisis. This root cause would then inform the preventative measure.

9. Break Down Obstacles Between Current and Goal State (Means-End Analysis)

This technique defines the current problem state and the desired end goal state, then systematically identifies obstacles in the way of getting from one to the other.

By mapping the barriers or gaps, you can then develop solutions to address each one. This methodically connects the problem to solutions.

A limitation is that some obstacles may be unknown upfront and only emerge later.

For example, you can list down all the steps required for a new product launch – current state through production, marketing, sales, distribution, etc. to full launch (goal state) – to highlight where resource constraints or other blocks exist so they can be addressed.

Onethread allows dividing big-picture projects into discrete, manageable phases, milestones, and tasks to simplify execution just as problems can be decomposed into more achievable components. Features like dependency mapping further reinforce interconnections.

Using Onethread’s issues and subtasks feature, messy problems can be decomposed into manageable chunks.

10. Ask “Why” Five Times to Identify the Root Cause (The 5 Whys)

This technique involves asking “Why did this problem occur?” and then responding with an answer that is again met with asking “Why?” This process repeats five times until the root cause is revealed.

Continually asking why digs deeper from surface symptoms to underlying systemic issues.

It is effective for getting to the source of problems originating from human error or process breakdowns.

However, some complex issues may have multiple tangled root causes not solvable through this approach alone.

An example is a retail store experiencing a sudden decline in customers. Successively asking why five times may trace an initial drop to parking challenges, stemming from a city construction project – the true starting point to address.

11. Evaluate Strengths, Weaknesses, Opportunities, and Threats (SWOT Analysis)

This involves analyzing a problem or proposed solution by categorizing internal and external factors into a 2×2 matrix: Strengths, Weaknesses as the internal rows; Opportunities and Threats as the external columns.

Systematically identifying these elements provides balanced insight to evaluate options and risks. It is impactful when evaluating alternative solutions or developing strategy amid complexity or uncertainty.

The key benefit of SWOT analysis is enabling multi-dimensional thinking when rationally evaluating options. Rather than getting anchored on just the upsides or the existing way of operating, it urges a systematic assessment through four different lenses:

• Internal Strengths: Our core competencies/advantages able to deliver success
• Internal Weaknesses: Gaps/vulnerabilities we need to manage
• External Opportunities: Ways we can differentiate/drive additional value
• External Threats: Risks we must navigate or mitigate

Multiperspective analysis provides the needed holistic view of the balanced risk vs. reward equation for strategic decision making amid uncertainty.

However, SWOT can feel restrictive if not tailored and evolved for different issue types.

Teams should view SWOT analysis as a starting point, augmenting it further for distinct scenarios.

An example is performing a SWOT analysis on whether a small business should expand into a new market – evaluating internal capabilities to execute vs. risks in the external competitive and demand environment to inform the growth decision with eyes wide open.

12. Compare Current vs Expected Performance (Gap Analysis)

This technique involves comparing the current state of performance, output, or results to the desired or expected levels to highlight shortfalls.

By quantifying the gaps, you can identify problem areas and prioritize address solutions.

Gap analysis is based on the simple principle – “you can’t improve what you don’t measure.” It enables facts-driven problem diagnosis by highlighting delta to goals, not just vague dissatisfaction that something seems wrong. And measurement immediately suggests improvement opportunities – address the biggest gaps first.

This data orientation also supports ROI analysis on fixing issues – the return from closing larger gaps outweighs narrowly targeting smaller performance deficiencies.

However, the approach is only effective if robust standards and metrics exist as the benchmark to evaluate against. Organizations should invest upfront in establishing performance frameworks.

Furthermore, while numbers are invaluable, the human context behind problems should not be ignored – quantitative versus qualitative gap assessment is optimally blended.

For example, if usage declines are noted during software gap analysis, this could be used as a signal to improve user experience through design.

13. Observe Processes from the Frontline (Gemba Walk)

A Gemba walk involves going to the actual place where work is done, directly observing the process, engaging with employees, and finding areas for improvement.

By experiencing firsthand rather than solely reviewing abstract reports, practical problems and ideas emerge.

The limitation is Gemba walks provide anecdotes not statistically significant data. It complements but does not replace comprehensive performance measurement.

An example is a factory manager inspecting the production line to spot jam areas based on direct reality rather than relying on throughput dashboards alone back in her office. Frontline insights prove invaluable.

14. Analyze Competitive Forces (Porter’s Five Forces)

This involves assessing the marketplace around a problem or business situation via five key factors: competitors, new entrants, substitute offerings, suppliers, and customer power.

Evaluating these forces illuminates risks and opportunities for strategy development and issue resolution. It is effective for understanding dynamic external threats and opportunities when operating in a contested space.

However, over-indexing on only external factors can overlook the internal capabilities needed to execute solutions.

A startup CEO, for example, may analyze market entry barriers, whitespace opportunities, and disruption risks across these five forces to shape new product rollout strategies and marketing approaches.

15. Think from Different Perspectives (Six Thinking Hats)

The Six Thinking Hats is a technique developed by Edward de Bono that encourages people to think about a problem from six different perspectives, each represented by a colored “thinking hat.”

The key benefit of this strategy is that it pushes team members to move outside their usual thinking style and consider new angles. This brings more diverse ideas and solutions to the table.

It works best for complex problems that require innovative solutions and when a team is stuck in an unproductive debate. The structured framework keeps the conversation flowing in a positive direction.

Limitations are that it requires training on the method itself and may feel unnatural at first. Team dynamics can also influence success – some members may dominate certain “hats” while others remain quiet.

A real-life example is a software company debating whether to build a new feature. The white hat focuses on facts, red on gut feelings, black on potential risks, yellow on benefits, green on new ideas, and blue on process. This exposes more balanced perspectives before deciding.

Onethread centralizes diverse stakeholder communication onto one platform, ensuring all voices are incorporated when evaluating project tradeoffs, just as problem-solving should consider multifaceted solutions.

16. Visualize the Problem (Draw it Out)

Drawing out a problem involves creating visual representations like diagrams, flowcharts, and maps to work through challenging issues.

This strategy is helpful when dealing with complex situations with lots of interconnected components. The visuals simplify the complexity so you can thoroughly understand the problem and all its nuances.

Key benefits are that it allows more stakeholders to get on the same page regarding root causes and it sparks new creative solutions as connections are made visually.

However, simple problems with few variables don’t require extensive diagrams. Additionally, some challenges are so multidimensional that fully capturing every aspect is difficult.

A real-life example would be mapping out all the possible causes leading to decreased client satisfaction at a law firm. An intricate fishbone diagram with branches for issues like service delivery, technology, facilities, culture, and vendor partnerships allows the team to trace problems back to their origins and brainstorm targeted fixes.

17. Follow a Step-by-Step Procedure (Algorithms)

An algorithm is a predefined step-by-step process that is guaranteed to produce the correct solution if implemented properly.

Using algorithms is effective when facing problems that have clear, binary right and wrong answers. Algorithms work for mathematical calculations, computer code, manufacturing assembly lines, and scientific experiments.

Key benefits are consistency, accuracy, and efficiency. However, they require extensive upfront development and only apply to scenarios with strict parameters. Additionally, human error can lead to mistakes.

For example, crew members of fast food chains like McDonald’s follow specific algorithms for food prep – from grill times to ingredient amounts in sandwiches, to order fulfillment procedures. This ensures uniform quality and service across all locations. However, if a step is missed, errors occur.

The Problem-Solving Process

The problem-solving process typically includes defining the issue, analyzing details, creating solutions, weighing choices, acting, and reviewing results.

In the above, we have discussed several problem-solving strategies. For every problem-solving strategy, you have to follow these processes. Here’s a detailed step-by-step process of effective problem-solving:

Step 1: Identify the Problem

The problem-solving process starts with identifying the problem. This step involves understanding the issue’s nature, its scope, and its impact. Once the problem is clearly defined, it sets the foundation for finding effective solutions.

Identifying the problem is crucial. It means figuring out exactly what needs fixing. This involves looking at the situation closely, understanding what’s wrong, and knowing how it affects things. It’s about asking the right questions to get a clear picture of the issue. 

This step is important because it guides the rest of the problem-solving process. Without a clear understanding of the problem, finding a solution is much harder. It’s like diagnosing an illness before treating it. Once the problem is identified accurately, you can move on to exploring possible solutions and deciding on the best course of action.

Step 2: Break Down the Problem

Breaking down the problem is a key step in the problem-solving process. It involves dividing the main issue into smaller, more manageable parts. This makes it easier to understand and tackle each component one by one.

After identifying the problem, the next step is to break it down. This means splitting the big issue into smaller pieces. It’s like solving a puzzle by handling one piece at a time. 

By doing this, you can focus on each part without feeling overwhelmed. It also helps in identifying the root causes of the problem. Breaking down the problem allows for a clearer analysis and makes finding solutions more straightforward. 

Each smaller problem can be addressed individually, leading to an effective resolution of the overall issue. This approach not only simplifies complex problems but also aids in developing a systematic plan to solve them.

Step 3: Come up with potential solutions

Coming up with potential solutions is the third step in the problem-solving process. It involves brainstorming various options to address the problem, considering creativity and feasibility to find the best approach.

After breaking down the problem, it’s time to think of ways to solve it. This stage is about brainstorming different solutions. You look at the smaller issues you’ve identified and start thinking of ways to fix them. This is where creativity comes in. 

You want to come up with as many ideas as possible, no matter how out-of-the-box they seem. It’s important to consider all options and evaluate their pros and cons. This process allows you to gather a range of possible solutions. 

Later, you can narrow these down to the most practical and effective ones. This step is crucial because it sets the stage for deciding on the best solution to implement. It’s about being open-minded and innovative to tackle the problem effectively.

Step 4: Analyze the possible solutions

Analyzing the possible solutions is the fourth step in the problem-solving process. It involves evaluating each proposed solution’s advantages and disadvantages to determine the most effective and feasible option.

After coming up with potential solutions, the next step is to analyze them. This means looking closely at each idea to see how well it solves the problem. You weigh the pros and cons of every solution.

Consider factors like cost, time, resources, and potential outcomes. This analysis helps in understanding the implications of each option. It’s about being critical and objective, ensuring that the chosen solution is not only effective but also practical.

This step is vital because it guides you towards making an informed decision. It involves comparing the solutions against each other and selecting the one that best addresses the problem.

By thoroughly analyzing the options, you can move forward with confidence, knowing you’ve chosen the best path to solve the issue.

Step 5: Implement and Monitor the Solutions

Implementing and monitoring the solutions is the final step in the problem-solving process. It involves putting the chosen solution into action and observing its effectiveness, making adjustments as necessary.

Once you’ve selected the best solution, it’s time to put it into practice. This step is about action. You implement the chosen solution and then keep an eye on how it works. Monitoring is crucial because it tells you if the solution is solving the problem as expected. 

If things don’t go as planned, you may need to make some changes. This could mean tweaking the current solution or trying a different one. The goal is to ensure the problem is fully resolved. 

This step is critical because it involves real-world application. It’s not just about planning; it’s about doing and adjusting based on results. By effectively implementing and monitoring the solutions, you can achieve the desired outcome and solve the problem successfully.

Why This Process is Important

Following a defined process to solve problems is important because it provides a systematic, structured approach instead of a haphazard one. Having clear steps guides logical thinking, analysis, and decision-making to increase effectiveness. Key reasons it helps are:

• Clear Direction: This process gives you a clear path to follow, which can make solving problems less overwhelming.
• Better Solutions: Thoughtful analysis of root causes, iterative testing of solutions, and learning orientation lead to addressing the heart of issues rather than just symptoms.
• Saves Time and Energy: Instead of guessing or trying random things, this process helps you find a solution more efficiently.
• Improves Skills: The more you use this process, the better you get at solving problems. It’s like practicing a sport. The more you practice, the better you play.
• Maximizes collaboration: Involving various stakeholders in the process enables broader inputs. Their communication and coordination are streamlined through organized brainstorming and evaluation.
• Provides consistency: Standard methodology across problems enables building institutional problem-solving capabilities over time. Patterns emerge on effective techniques to apply to different situations.

The problem-solving process is a powerful tool that can help us tackle any challenge we face. By following these steps, we can find solutions that work and learn important skills along the way.

Key Skills for Efficient Problem Solving

Efficient problem-solving requires breaking down issues logically, evaluating options, and implementing practical solutions.

Key skills include critical thinking to understand root causes, creativity to brainstorm innovative ideas, communication abilities to collaborate with others, and decision-making to select the best way forward. Staying adaptable, reflecting on outcomes, and applying lessons learned are also essential.

With practice, these capacities will lead to increased personal and team effectiveness in systematically addressing any problem.

 Let’s explore the powers you need to become a problem-solving hero!

Critical Thinking and Analytical Skills

Critical thinking and analytical skills are vital for efficient problem-solving as they enable individuals to objectively evaluate information, identify key issues, and generate effective solutions. 

These skills facilitate a deeper understanding of problems, leading to logical, well-reasoned decisions. By systematically breaking down complex issues and considering various perspectives, individuals can develop more innovative and practical solutions, enhancing their problem-solving effectiveness.

Communication Skills

Effective communication skills are essential for efficient problem-solving as they facilitate clear sharing of information, ensuring all team members understand the problem and proposed solutions. 

These skills enable individuals to articulate issues, listen actively, and collaborate effectively, fostering a productive environment where diverse ideas can be exchanged and refined. By enhancing mutual understanding, communication skills contribute significantly to identifying and implementing the most viable solutions.

Decision-Making

Strong decision-making skills are crucial for efficient problem-solving, as they enable individuals to choose the best course of action from multiple alternatives. 

These skills involve evaluating the potential outcomes of different solutions, considering the risks and benefits, and making informed choices. Effective decision-making leads to the implementation of solutions that are likely to resolve problems effectively, ensuring resources are used efficiently and goals are achieved.

Planning and Prioritization

Planning and prioritization are key for efficient problem-solving, ensuring resources are allocated effectively to address the most critical issues first. This approach helps in organizing tasks according to their urgency and impact, streamlining efforts towards achieving the desired outcome efficiently.

Emotional Intelligence

Emotional intelligence enhances problem-solving by allowing individuals to manage emotions, understand others, and navigate social complexities. It fosters a positive, collaborative environment, essential for generating creative solutions and making informed, empathetic decisions.

Leadership skills drive efficient problem-solving by inspiring and guiding teams toward common goals. Effective leaders motivate their teams, foster innovation, and navigate challenges, ensuring collective efforts are focused and productive in addressing problems.

Time Management

Time management is crucial in problem-solving, enabling individuals to allocate appropriate time to each task. By efficiently managing time, one can ensure that critical problems are addressed promptly without neglecting other responsibilities.

Data Analysis

Data analysis skills are essential for problem-solving, as they enable individuals to sift through data, identify trends, and extract actionable insights. This analytical approach supports evidence-based decision-making, leading to more accurate and effective solutions.

Research Skills

Research skills are vital for efficient problem-solving, allowing individuals to gather relevant information, explore various solutions, and understand the problem’s context. This thorough exploration aids in developing well-informed, innovative solutions.

Becoming a great problem solver takes practice, but with these skills, you’re on your way to becoming a problem-solving hero. 

How to Improve Your Problem-Solving Skills?

Improving your problem-solving skills can make you a master at overcoming challenges. Learn from experts, practice regularly, welcome feedback, try new methods, experiment, and study others’ success to become better.

Learning from Experts

Improving problem-solving skills by learning from experts involves seeking mentorship, attending workshops, and studying case studies. Experts provide insights and techniques that refine your approach, enhancing your ability to tackle complex problems effectively.

To enhance your problem-solving skills, learning from experts can be incredibly beneficial. Engaging with mentors, participating in specialized workshops, and analyzing case studies from seasoned professionals can offer valuable perspectives and strategies. 

Experts share their experiences, mistakes, and successes, providing practical knowledge that can be applied to your own problem-solving process. This exposure not only broadens your understanding but also introduces you to diverse methods and approaches, enabling you to tackle challenges more efficiently and creatively.

Improving problem-solving skills through practice involves tackling a variety of challenges regularly. This hands-on approach helps in refining techniques and strategies, making you more adept at identifying and solving problems efficiently.

One of the most effective ways to enhance your problem-solving skills is through consistent practice. By engaging with different types of problems on a regular basis, you develop a deeper understanding of various strategies and how they can be applied. 

This hands-on experience allows you to experiment with different approaches, learn from mistakes, and build confidence in your ability to tackle challenges.

Regular practice not only sharpens your analytical and critical thinking skills but also encourages adaptability and innovation, key components of effective problem-solving.

Openness to Feedback

Being open to feedback is like unlocking a secret level in a game. It helps you boost your problem-solving skills. Improving problem-solving skills through openness to feedback involves actively seeking and constructively responding to critiques. 

This receptivity enables you to refine your strategies and approaches based on insights from others, leading to more effective solutions. 

Learning New Approaches and Methodologies

Learning new approaches and methodologies is like adding new tools to your toolbox. It makes you a smarter problem-solver. Enhancing problem-solving skills by learning new approaches and methodologies involves staying updated with the latest trends and techniques in your field. 

This continuous learning expands your toolkit, enabling innovative solutions and a fresh perspective on challenges.

Experimentation

Experimentation is like being a scientist of your own problems. It’s a powerful way to improve your problem-solving skills. Boosting problem-solving skills through experimentation means trying out different solutions to see what works best. This trial-and-error approach fosters creativity and can lead to unique solutions that wouldn’t have been considered otherwise.

Analyzing Competitors’ Success

Analyzing competitors’ success is like being a detective. It’s a smart way to boost your problem-solving skills. Improving problem-solving skills by analyzing competitors’ success involves studying their strategies and outcomes. Understanding what worked for them can provide valuable insights and inspire effective solutions for your own challenges. 

Challenges in Problem-Solving

Facing obstacles when solving problems is common. Recognizing these barriers, like fear of failure or lack of information, helps us find ways around them for better solutions.

Fear of Failure

Fear of failure is like a big, scary monster that stops us from solving problems. It’s a challenge many face. Because being afraid of making mistakes can make us too scared to try new solutions. 

How can we overcome this? First, understand that it’s okay to fail. Failure is not the opposite of success; it’s part of learning. Every time we fail, we discover one more way not to solve a problem, getting us closer to the right solution. Treat each attempt like an experiment. It’s not about failing; it’s about testing and learning.

Lack of Information

Lack of information is like trying to solve a puzzle with missing pieces. It’s a big challenge in problem-solving. Because without all the necessary details, finding a solution is much harder. 

How can we fix this? Start by gathering as much information as you can. Ask questions, do research, or talk to experts. Think of yourself as a detective looking for clues. The more information you collect, the clearer the picture becomes. Then, use what you’ve learned to think of solutions. 

Fixed Mindset

A fixed mindset is like being stuck in quicksand; it makes solving problems harder. It means thinking you can’t improve or learn new ways to solve issues. 

How can we change this? First, believe that you can grow and learn from challenges. Think of your brain as a muscle that gets stronger every time you use it. When you face a problem, instead of saying “I can’t do this,” try thinking, “I can’t do this yet.” Look for lessons in every challenge and celebrate small wins. 

Everyone starts somewhere, and mistakes are just steps on the path to getting better. By shifting to a growth mindset, you’ll see problems as opportunities to grow. Keep trying, keep learning, and your problem-solving skills will soar!

Jumping to Conclusions

Jumping to conclusions is like trying to finish a race before it starts. It’s a challenge in problem-solving. That means making a decision too quickly without looking at all the facts. 

How can we avoid this? First, take a deep breath and slow down. Think about the problem like a puzzle. You need to see all the pieces before you know where they go. Ask questions, gather information, and consider different possibilities. Don’t choose the first solution that comes to mind. Instead, compare a few options. 

Feeling Overwhelmed

Feeling overwhelmed is like being buried under a mountain of puzzles. It’s a big challenge in problem-solving. When we’re overwhelmed, everything seems too hard to handle. 

How can we deal with this? Start by taking a step back. Breathe deeply and focus on one thing at a time. Break the big problem into smaller pieces, like sorting puzzle pieces by color. Tackle each small piece one by one. It’s also okay to ask for help. Sometimes, talking to someone else can give you a new perspective. 

Confirmation Bias

Confirmation bias is like wearing glasses that only let you see what you want to see. It’s a challenge in problem-solving. Because it makes us focus only on information that agrees with what we already believe, ignoring anything that doesn’t. 

How can we overcome this? First, be aware that you might be doing it. It’s like checking if your glasses are on right. Then, purposely look for information that challenges your views. It’s like trying on a different pair of glasses to see a new perspective. Ask questions and listen to answers, even if they don’t fit what you thought before.

Groupthink is like everyone in a group deciding to wear the same outfit without asking why. It’s a challenge in problem-solving. It means making decisions just because everyone else agrees, without really thinking it through. 

How can we avoid this? First, encourage everyone in the group to share their ideas, even if they’re different. It’s like inviting everyone to show their unique style of clothes. 

Listen to all opinions and discuss them. It’s okay to disagree; it helps us think of better solutions. Also, sometimes, ask someone outside the group for their thoughts. They might see something everyone in the group missed.

Overcoming obstacles in problem-solving requires patience, openness, and a willingness to learn from mistakes. By recognizing these barriers, we can develop strategies to navigate around them, leading to more effective and creative solutions.

What are the most common problem-solving techniques?

The most common techniques include brainstorming, the 5 Whys, mind mapping, SWOT analysis, and using algorithms or heuristics. Each approach has its strengths, suitable for different types of problems.

What’s the best problem-solving strategy for every situation?

There’s no one-size-fits-all strategy. The best approach depends on the problem’s complexity, available resources, and time constraints. Combining multiple techniques often yields the best results.

How can I improve my problem-solving skills?

Improve your problem-solving skills by practicing regularly, learning from experts, staying open to feedback, and continuously updating your knowledge on new approaches and methodologies.

Are there any tools or resources to help with problem-solving?

Yes, tools like mind mapping software, online courses on critical thinking, and books on problem-solving techniques can be very helpful. Joining forums or groups focused on problem-solving can also provide support and insights.

What are some common mistakes people make when solving problems?

Common mistakes include jumping to conclusions without fully understanding the problem, ignoring valuable feedback, sticking to familiar solutions without considering alternatives, and not breaking down complex problems into manageable parts.

Final Words

Mastering problem-solving strategies equips us with the tools to tackle challenges across all areas of life. By understanding and applying these techniques, embracing a growth mindset, and learning from both successes and obstacles, we can transform problems into opportunities for growth. Continuously improving these skills ensures we’re prepared to face and solve future challenges more effectively.

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1.3: Problem Solving Strategies

• Last updated
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• Page ID 9823

• Michelle Manes
• University of Hawaii

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Think back to the first problem in this chapter, the ABC Problem. What did you do to solve it? Even if you did not figure it out completely by yourself, you probably worked towards a solution and figured out some things that did not work.

Unlike exercises, there is never a simple recipe for solving a problem. You can get better and better at solving problems, both by building up your background knowledge and by simply practicing. As you solve more problems (and learn how other people solved them), you learn strategies and techniques that can be useful. But no single strategy works every time.

How to Solve It

George Pólya was a great champion in the field of teaching effective problem solving skills. He was born in Hungary in 1887, received his Ph.D. at the University of Budapest, and was a professor at Stanford University (among other universities). He wrote many mathematical papers along with three books, most famously, “How to Solve it.” Pólya died at the age 98 in 1985. [1]

George Pólya, circa 1973

• Image of Pólya by Thane Plambeck from Palo Alto, California (Flickr) [CC BY 2.0 ( http://creativecommons.org/licenses/by/2.0 )], via Wikimedia Commons ↵

In 1945, Pólya published the short book How to Solve It , which gave a four-step method for solving mathematical problems:

• First, you have to understand the problem.
• After understanding, then make a plan.
• Carry out the plan.
• Look back on your work. How could it be better?

This is all well and good, but how do you actually do these steps?!?! Steps 1. and 2. are particularly mysterious! How do you “make a plan?” That is where you need some tools in your toolbox, and some experience to draw upon.

Much has been written since 1945 to explain these steps in more detail, but the truth is that they are more art than science. This is where math becomes a creative endeavor (and where it becomes so much fun). We will articulate some useful problem solving strategies, but no such list will ever be complete. This is really just a start to help you on your way. The best way to become a skilled problem solver is to learn the background material well, and then to solve a lot of problems!

We have already seen one problem solving strategy, which we call “Wishful Thinking.” Do not be afraid to change the problem! Ask yourself “what if” questions:

• What if the picture was different?
• What if the numbers were simpler?
• What if I just made up some numbers?

You need to be sure to go back to the original problem at the end, but wishful thinking can be a powerful strategy for getting started.

This brings us to the most important problem solving strategy of all:

Problem Solving Strategy 2 (Try Something!).

If you are really trying to solve a problem, the whole point is that you do not know what to do right out of the starting gate. You need to just try something! Put pencil to paper (or stylus to screen or chalk to board or whatever!) and try something. This is often an important step in understanding the problem; just mess around with it a bit to understand the situation and figure out what is going on.

And equally important: If what you tried first does not work, try something else! Play around with the problem until you have a feel for what is going on.

Last week, Alex borrowed money from several of his friends. He finally got paid at work, so he brought cash to school to pay back his debts. First he saw Brianna, and he gave her 1/4 of the money he had brought to school. Then Alex saw Chris and gave him 1/3 of what he had left after paying Brianna. Finally, Alex saw David and gave him 1/2 of what he had remaining. Who got the most money from Alex?

Think/Pair/Share

After you have worked on the problem on your own for a while, talk through your ideas with a partner (even if you have not solved it). What did you try? What did you figure out about the problem? This problem lends itself to two particular strategies. Did you try either of these as you worked on the problem? If not, read about the strategy and then try it out before watching the solution.

Problem Solving Strategy 3 (Draw a Picture).

Some problems are obviously about a geometric situation, and it is clear you want to draw a picture and mark down all of the given information before you try to solve it. But even for a problem that is not geometric, like this one, thinking visually can help! Can you represent something in the situation by a picture?

Draw a square to represent all of Alex’s money. Then shade 1/4 of the square — that’s what he gave away to Brianna. How can the picture help you finish the problem?

After you have worked on the problem yourself using this strategy (or if you are completely stuck), you can watch someone else’s solution.

Problem Solving Strategy 4 (Make Up Numbers).

Part of what makes this problem difficult is that it is about money, but there are no numbers given. That means the numbers must not be important. So just make them up!

You can work forwards: Assume Alex had some specific amount of money when he showed up at school, say $100. Then figure out how much he gives to each person. Or you can work backwards: suppose he has some specific amount left at the end, like $10. Since he gave Chris half of what he had left, that means he had $20 before running into Chris. Now, work backwards and figure out how much each person got.

Watch the solution only after you tried this strategy for yourself.

If you use the “Make Up Numbers” strategy, it is really important to remember what the original problem was asking! You do not want to answer something like “Everyone got $10.” That is not true in the original problem; that is an artifact of the numbers you made up. So after you work everything out, be sure to re-read the problem and answer what was asked!

(Squares on a Chess Board)

How many squares, of any possible size, are on a 8 × 8 chess board? (The answer is not 64... It’s a lot bigger!)

Remember Pólya’s first step is to understand the problem. If you are not sure what is being asked, or why the answer is not just 64, be sure to ask someone!

Think / Pair / Share

After you have worked on the problem on your own for a while, talk through your ideas with a partner (even if you have not solved it). What did you try? What did you figure out about the problem, even if you have not solved it completely?

It is clear that you want to draw a picture for this problem, but even with the picture it can be hard to know if you have found the correct answer. The numbers get big, and it can be hard to keep track of your work. Your goal at the end is to be absolutely positive that you found the right answer. You should never ask the teacher, “Is this right?” Instead, you should declare, “Here’s my answer, and here is why I know it is correct!”

Problem Solving Strategy 5 (Try a Simpler Problem).

Pólya suggested this strategy: “If you can’t solve a problem, then there is an easier problem you can solve: find it.” He also said: “If you cannot solve the proposed problem, try to solve first some related problem. Could you imagine a more accessible related problem?” In this case, an 8 × 8 chess board is pretty big. Can you solve the problem for smaller boards? Like 1 × 1? 2 × 2? 3 × 3?

Of course the ultimate goal is to solve the original problem. But working with smaller boards might give you some insight and help you devise your plan (that is Pólya’s step (2)).

Problem Solving Strategy 6 (Work Systematically).

If you are working on simpler problems, it is useful to keep track of what you have figured out and what changes as the problem gets more complicated.

For example, in this problem you might keep track of how many 1 × 1 squares are on each board, how many 2 × 2 squares on are each board, how many 3 × 3 squares are on each board, and so on. You could keep track of the information in a table:

Problem Solving Strategy 7 (Use Manipulatives to Help You Investigate).

Sometimes even drawing a picture may not be enough to help you investigate a problem. Having actual materials that you move around can sometimes help a lot!

For example, in this problem it can be difficult to keep track of which squares you have already counted. You might want to cut out 1 × 1 squares, 2 × 2 squares, 3 × 3 squares, and so on. You can actually move the smaller squares across the chess board in a systematic way, making sure that you count everything once and do not count anything twice.

Problem Solving Strategy 8 (Look for and Explain Patterns).

Sometimes the numbers in a problem are so big, there is no way you will actually count everything up by hand. For example, if the problem in this section were about a 100 × 100 chess board, you would not want to go through counting all the squares by hand! It would be much more appealing to find a pattern in the smaller boards and then extend that pattern to solve the problem for a 100 × 100 chess board just with a calculation.

If you have not done so already, extend the table above all the way to an 8 × 8 chess board, filling in all the rows and columns. Use your table to find the total number of squares in an 8 × 8 chess board. Then:

• Describe all of the patterns you see in the table.
• Can you explain and justify any of the patterns you see? How can you be sure they will continue?
• What calculation would you do to find the total number of squares on a 100 × 100 chess board?

(We will come back to this question soon. So if you are not sure right now how to explain and justify the patterns you found, that is OK.)

(Broken Clock)

This clock has been broken into three pieces. If you add the numbers in each piece, the sums are consecutive numbers. ( Consecutive numbers are whole numbers that appear one after the other, such as 1, 2, 3, 4 or 13, 14, 15.)

Can you break another clock into a different number of pieces so that the sums are consecutive numbers? Assume that each piece has at least two numbers and that no number is damaged (e.g. 12 isn’t split into two digits 1 and 2.)

Remember that your first step is to understand the problem. Work out what is going on here. What are the sums of the numbers on each piece? Are they consecutive?

After you have worked on the problem on your own for a while, talk through your ideas with a partner (even if you have not solved it). What did you try? What progress have you made?

Problem Solving Strategy 9 (Find the Math, Remove the Context).

Sometimes the problem has a lot of details in it that are unimportant, or at least unimportant for getting started. The goal is to find the underlying math problem, then come back to the original question and see if you can solve it using the math.

In this case, worrying about the clock and exactly how the pieces break is less important than worrying about finding consecutive numbers that sum to the correct total. Ask yourself:

• What is the sum of all the numbers on the clock’s face?
• Can I find two consecutive numbers that give the correct sum? Or four consecutive numbers? Or some other amount?
• How do I know when I am done? When should I stop looking?

Of course, solving the question about consecutive numbers is not the same as solving the original problem. You have to go back and see if the clock can actually break apart so that each piece gives you one of those consecutive numbers. Maybe you can solve the math problem, but it does not translate into solving the clock problem.

Problem Solving Strategy 10 (Check Your Assumptions).

When solving problems, it is easy to limit your thinking by adding extra assumptions that are not in the problem. Be sure you ask yourself: Am I constraining my thinking too much?

In the clock problem, because the first solution has the clock broken radially (all three pieces meet at the center, so it looks like slicing a pie), many people assume that is how the clock must break. But the problem does not require the clock to break radially. It might break into pieces like this:

Were you assuming the clock would break in a specific way? Try to solve the problem now, if you have not already.

The resources on this page will hopefully help you teach AO2 and AO3 of the new GCSE specification - problem solving and reasoning.

This brief lesson is designed to lead students into thinking about how to solve mathematical problems. It features ideas of strategies to use, clear steps to follow and plenty of opportunities for discussion.

The PixiMaths problem solving booklets are aimed at "crossover" marks (questions that will be on both higher and foundation) so will be accessed by most students. The booklets are collated Edexcel exam questions; you may well recognise them from elsewhere. Each booklet has 70 marks worth of questions and will probably last two lessons, including time to go through answers with your students. There is one for each area of the new GCSE specification and they are designed to complement the PixiMaths year 11 SOL.

These problem solving starter packs are great to support students with problem solving skills. I've used them this year for two out of four lessons each week, then used Numeracy Ninjas as starters for the other two lessons.  When I first introduced the booklets, I encouraged my students to use scaffolds like those mentioned here , then gradually weaned them off the scaffolds. I give students some time to work independently, then time to discuss with their peers, then we go through it as a class. The levels correspond very roughly to the new GCSE grades.

Some of my favourite websites have plenty of other excellent resources to support you and your students in these assessment objectives.

@TessMaths has written some great stuff for BBC Bitesize.

There are some intersting though-provoking problems at Open Middle.

I'm sure you've seen it before, but if not, check it out now! Nrich is where it's at if your want to provide enrichment and problem solving in your lessons.

MathsBot  by @StudyMaths has everything, and if you scroll to the bottom of the homepage you'll find puzzles and problem solving too.

I may be a little biased because I love Edexcel, but these question packs are really useful.

The UKMT has a mentoring scheme that provides fantastic problem solving resources , all complete with answers.

I have only recently been shown Maths Problem Solving and it is awesome - there are links to problem solving resources for all areas of maths, as well as plenty of general problem solving too. Definitely worth exploring!

How to improve your problem solving skills and build effective problem solving strategies

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Effective problem solving is all about using the right process and following a plan tailored to the issue at hand. Recognizing your team or organization has an issue isn’t enough to come up with effective problem solving strategies. 

To truly understand a problem and develop appropriate solutions, you will want to follow a solid process, follow the necessary problem solving steps, and bring all of your problem solving skills to the table.   We’ll forst look at what problem solving strategies you can employ with your team when looking for a way to approach the process. We’ll then discuss the problem solving skills you need to be more effective at solving problems, complete with an activity from the SessionLab library you can use to develop that skill in your team.

Let’s get to it! 

Problem solving strategies

What skills do i need to be an effective problem solver, how can i improve my problem solving skills.

Problem solving strategies are methods of approaching and facilitating the process of problem-solving with a set of techniques , actions, and processes. Different strategies are more effective if you are trying to solve broad problems such as achieving higher growth versus more focused problems like, how do we improve our customer onboarding process?

Broadly, the problem solving steps outlined above should be included in any problem solving strategy though choosing where to focus your time and what approaches should be taken is where they begin to differ. You might find that some strategies ask for the problem identification to be done prior to the session or that everything happens in the course of a one day workshop.

The key similarity is that all good problem solving strategies are structured and designed. Four hours of open discussion is never going to be as productive as a four-hour workshop designed to lead a group through a problem solving process.

Good problem solving strategies are tailored to the team, organization and problem you will be attempting to solve. Here are some example problem solving strategies you can learn from or use to get started.

Use a workshop to lead a team through a group process

Often, the first step to solving problems or organizational challenges is bringing a group together effectively. Most teams have the tools, knowledge, and expertise necessary to solve their challenges – they just need some guidance in how to use leverage those skills and a structure and format that allows people to focus their energies.

Facilitated workshops are one of the most effective ways of solving problems of any scale. By designing and planning your workshop carefully, you can tailor the approach and scope to best fit the needs of your team and organization. 

Problem solving workshop

• Creating a bespoke, tailored process
• Tackling problems of any size
• Building in-house workshop ability and encouraging their use

Workshops are an effective strategy for solving problems. By using tried and test facilitation techniques and methods, you can design and deliver a workshop that is perfectly suited to the unique variables of your organization. You may only have the capacity for a half-day workshop and so need a problem solving process to match. 

By using our session planner tool and importing methods from our library of 700+ facilitation techniques, you can create the right problem solving workshop for your team. It might be that you want to encourage creative thinking or look at things from a new angle to unblock your groups approach to problem solving. By tailoring your workshop design to the purpose, you can help ensure great results.

One of the main benefits of a workshop is the structured approach to problem solving. Not only does this mean that the workshop itself will be successful, but many of the methods and techniques will help your team improve their working processes outside of the workshop. 

We believe that workshops are one of the best tools you can use to improve the way your team works together. Start with a problem solving workshop and then see what team building, culture or design workshops can do for your organization!

Run a design sprint

Great for: 

• aligning large, multi-discipline teams
• quickly designing and testing solutions
• tackling large, complex organizational challenges and breaking them down into smaller tasks

By using design thinking principles and methods, a design sprint is a great way of identifying, prioritizing and prototyping solutions to long term challenges that can help solve major organizational problems with quick action and measurable results.

Some familiarity with design thinking is useful, though not integral, and this strategy can really help a team align if there is some discussion around which problems should be approached first. 

The stage-based structure of the design sprint is also very useful for teams new to design thinking.  The inspiration phase, where you look to competitors that have solved your problem, and the rapid prototyping and testing phases are great for introducing new concepts that will benefit a team in all their future work. 

It can be common for teams to look inward for solutions and so looking to the market for solutions you can iterate on can be very productive. Instilling an agile prototyping and testing mindset can also be great when helping teams move forwards – generating and testing solutions quickly can help save time in the long run and is also pretty exciting!

Break problems down into smaller issues

Organizational challenges and problems are often complicated and large scale in nature. Sometimes, trying to resolve such an issue in one swoop is simply unachievable or overwhelming. Try breaking down such problems into smaller issues that you can work on step by step. You may not be able to solve the problem of churning customers off the bat, but you can work with your team to identify smaller effort but high impact elements and work on those first.

This problem solving strategy can help a team generate momentum, prioritize and get some easy wins. It’s also a great strategy to employ with teams who are just beginning to learn how to approach the problem solving process. If you want some insight into a way to employ this strategy, we recommend looking at our design sprint template below!

Use guiding frameworks or try new methodologies

Some problems are best solved by introducing a major shift in perspective or by using new methodologies that encourage your team to think differently.

Props and tools such as Methodkit , which uses a card-based toolkit for facilitation, or Lego Serious Play can be great ways to engage your team and find an inclusive, democratic problem solving strategy. Remember that play and creativity are great tools for achieving change and whatever the challenge, engaging your participants can be very effective where other strategies may have failed.

LEGO Serious Play

• Improving core problem solving skills
• Thinking outside of the box
• Encouraging creative solutions

LEGO Serious Play is a problem solving methodology designed to get participants thinking differently by using 3D models and kinesthetic learning styles. By physically building LEGO models based on questions and exercises, participants are encouraged to think outside of the box and create their own responses. 

Collaborate LEGO Serious Play exercises are also used to encourage communication and build problem solving skills in a group. By using this problem solving process, you can often help different kinds of learners and personality types contribute and unblock organizational problems with creative thinking. 

Problem solving strategies like LEGO Serious Play are super effective at helping a team solve more skills-based problems such as communication between teams or a lack of creative thinking. Some problems are not suited to LEGO Serious Play and require a different problem solving strategy.

Card Decks and Method Kits

• New facilitators or non-facilitators 
• Approaching difficult subjects with a simple, creative framework
• Engaging those with varied learning styles

Card decks and method kids are great tools for those new to facilitation or for whom facilitation is not the primary role. Card decks such as the emotional culture deck can be used for complete workshops and in many cases, can be used right out of the box. Methodkit has a variety of kits designed for scenarios ranging from personal development through to personas and global challenges so you can find the right deck for your particular needs.

Having an easy to use framework that encourages creativity or a new approach can take some of the friction or planning difficulties out of the workshop process and energize a team in any setting. Simplicity is the key with these methods. By ensuring everyone on your team can get involved and engage with the process as quickly as possible can really contribute to the success of your problem solving strategy.

Source external advice

Looking to peers, experts and external facilitators can be a great way of approaching the problem solving process. Your team may not have the necessary expertise, insights of experience to tackle some issues, or you might simply benefit from a fresh perspective. Some problems may require bringing together an entire team, and coaching managers or team members individually might be the right approach. Remember that not all problems are best resolved in the same manner.

If you’re a solo entrepreneur, peer groups, coaches and mentors can also be invaluable at not only solving specific business problems, but in providing a support network for resolving future challenges. One great approach is to join a Mastermind Group and link up with like-minded individuals and all grow together. Remember that however you approach the sourcing of external advice, do so thoughtfully, respectfully and honestly. Reciprocate where you can and prepare to be surprised by just how kind and helpful your peers can be!

Mastermind Group

• Solo entrepreneurs or small teams with low capacity
• Peer learning and gaining outside expertise
• Getting multiple external points of view quickly

Problem solving in large organizations with lots of skilled team members is one thing, but how about if you work for yourself or in a very small team without the capacity to get the most from a design sprint or LEGO Serious Play session? 

A mastermind group – sometimes known as a peer advisory board – is where a group of people come together to support one another in their own goals, challenges, and businesses. Each participant comes to the group with their own purpose and the other members of the group will help them create solutions, brainstorm ideas, and support one another. 

Mastermind groups are very effective in creating an energized, supportive atmosphere that can deliver meaningful results. Learning from peers from outside of your organization or industry can really help unlock new ways of thinking and drive growth. Access to the experience and skills of your peers can be invaluable in helping fill the gaps in your own ability, particularly in young companies.

A mastermind group is a great solution for solo entrepreneurs, small teams, or for organizations that feel that external expertise or fresh perspectives will be beneficial for them. It is worth noting that Mastermind groups are often only as good as the participants and what they can bring to the group. Participants need to be committed, engaged and understand how to work in this context. 

Coaching and mentoring

• Focused learning and development
• Filling skills gaps
• Working on a range of challenges over time

Receiving advice from a business coach or building a mentor/mentee relationship can be an effective way of resolving certain challenges. The one-to-one format of most coaching and mentor relationships can really help solve the challenges those individuals are having and benefit the organization as a result.

A great mentor can be invaluable when it comes to spotting potential problems before they arise and coming to understand a mentee very well has a host of other business benefits. You might run an internal mentorship program to help develop your team’s problem solving skills and strategies or as part of a large learning and development program. External coaches can also be an important part of your problem solving strategy, filling skills gaps for your management team or helping with specific business issues. 

Now we’ve explored the problem solving process and the steps you will want to go through in order to have an effective session, let’s look at the skills you and your team need to be more effective problem solvers.

Problem solving skills are highly sought after, whatever industry or team you work in. Organizations are keen to employ people who are able to approach problems thoughtfully and find strong, realistic solutions. Whether you are a facilitator , a team leader or a developer, being an effective problem solver is a skill you’ll want to develop.

Problem solving skills form a whole suite of techniques and approaches that an individual uses to not only identify problems but to discuss them productively before then developing appropriate solutions.

Here are some of the most important problem solving skills everyone from executives to junior staff members should learn. We’ve also included an activity or exercise from the SessionLab library that can help you and your team develop that skill. 

If you’re running a workshop or training session to try and improve problem solving skills in your team, try using these methods to supercharge your process!

Active listening

Active listening is one of the most important skills anyone who works with people can possess. In short, active listening is a technique used to not only better understand what is being said by an individual, but also to be more aware of the underlying message the speaker is trying to convey. When it comes to problem solving, active listening is integral for understanding the position of every participant and to clarify the challenges, ideas and solutions they bring to the table.

Some active listening skills include:

• Paying complete attention to the speaker.
• Removing distractions.
• Avoid interruption.
• Taking the time to fully understand before preparing a rebuttal.
• Responding respectfully and appropriately.
• Demonstrate attentiveness and positivity with an open posture, making eye contact with the speaker, smiling and nodding if appropriate. Show that you are listening and encourage them to continue.
• Be aware of and respectful of feelings. Judge the situation and respond appropriately. You can disagree without being disrespectful.   
• Observe body language. 
• Paraphrase what was said in your own words, either mentally or verbally.
• Remain neutral. 
• Reflect and take a moment before responding.
• Ask deeper questions based on what is said and clarify points where necessary.   

Active Listening   #hyperisland   #skills   #active listening   #remote-friendly   This activity supports participants to reflect on a question and generate their own solutions using simple principles of active listening and peer coaching. It’s an excellent introduction to active listening but can also be used with groups that are already familiar with it. Participants work in groups of three and take turns being: “the subject”, the listener, and the observer.

Analytical skills

All problem solving models require strong analytical skills, particularly during the beginning of the process and when it comes to analyzing how solutions have performed.

Analytical skills are primarily focused on performing an effective analysis by collecting, studying and parsing data related to a problem or opportunity. 

It often involves spotting patterns, being able to see things from different perspectives and using observable facts and data to make suggestions or produce insight. 

Analytical skills are also important at every stage of the problem solving process and by having these skills, you can ensure that any ideas or solutions you create or backed up analytically and have been sufficiently thought out.

Nine Whys   #innovation   #issue analysis   #liberating structures   With breathtaking simplicity, you can rapidly clarify for individuals and a group what is essentially important in their work. You can quickly reveal when a compelling purpose is missing in a gathering and avoid moving forward without clarity. When a group discovers an unambiguous shared purpose, more freedom and more responsibility are unleashed. You have laid the foundation for spreading and scaling innovations with fidelity.

Collaboration

Trying to solve problems on your own is difficult. Being able to collaborate effectively, with a free exchange of ideas, to delegate and be a productive member of a team is hugely important to all problem solving strategies.

Remember that whatever your role, collaboration is integral, and in a problem solving process, you are all working together to find the best solution for everyone. 

Marshmallow challenge with debriefing   #teamwork   #team   #leadership   #collaboration   In eighteen minutes, teams must build the tallest free-standing structure out of 20 sticks of spaghetti, one yard of tape, one yard of string, and one marshmallow. The marshmallow needs to be on top. The Marshmallow Challenge was developed by Tom Wujec, who has done the activity with hundreds of groups around the world. Visit the Marshmallow Challenge website for more information. This version has an extra debriefing question added with sample questions focusing on roles within the team.

Communication  

Being an effective communicator means being empathetic, clear and succinct, asking the right questions, and demonstrating active listening skills throughout any discussion or meeting. 

In a problem solving setting, you need to communicate well in order to progress through each stage of the process effectively. As a team leader, it may also fall to you to facilitate communication between parties who may not see eye to eye. Effective communication also means helping others to express themselves and be heard in a group.

Bus Trip   #feedback   #communication   #appreciation   #closing   #thiagi   #team   This is one of my favourite feedback games. I use Bus Trip at the end of a training session or a meeting, and I use it all the time. The game creates a massive amount of energy with lots of smiles, laughs, and sometimes even a teardrop or two.

Creative problem solving skills can be some of the best tools in your arsenal. Thinking creatively, being able to generate lots of ideas and come up with out of the box solutions is useful at every step of the process. 

The kinds of problems you will likely discuss in a problem solving workshop are often difficult to solve, and by approaching things in a fresh, creative manner, you can often create more innovative solutions.

Having practical creative skills is also a boon when it comes to problem solving. If you can help create quality design sketches and prototypes in record time, it can help bring a team to alignment more quickly or provide a base for further iteration.

The paper clip method   #sharing   #creativity   #warm up   #idea generation   #brainstorming   The power of brainstorming. A training for project leaders, creativity training, and to catalyse getting new solutions.

Critical thinking

Critical thinking is one of the fundamental problem solving skills you’ll want to develop when working on developing solutions. Critical thinking is the ability to analyze, rationalize and evaluate while being aware of personal bias, outlying factors and remaining open-minded.

Defining and analyzing problems without deploying critical thinking skills can mean you and your team go down the wrong path. Developing solutions to complex issues requires critical thinking too – ensuring your team considers all possibilities and rationally evaluating them. 

Agreement-Certainty Matrix   #issue analysis   #liberating structures   #problem solving   You can help individuals or groups avoid the frequent mistake of trying to solve a problem with methods that are not adapted to the nature of their challenge. The combination of two questions makes it possible to easily sort challenges into four categories: simple, complicated, complex , and chaotic .  A problem is simple when it can be solved reliably with practices that are easy to duplicate.  It is complicated when experts are required to devise a sophisticated solution that will yield the desired results predictably.  A problem is complex when there are several valid ways to proceed but outcomes are not predictable in detail.  Chaotic is when the context is too turbulent to identify a path forward.  A loose analogy may be used to describe these differences: simple is like following a recipe, complicated like sending a rocket to the moon, complex like raising a child, and chaotic is like the game “Pin the Tail on the Donkey.”  The Liberating Structures Matching Matrix in Chapter 5 can be used as the first step to clarify the nature of a challenge and avoid the mismatches between problems and solutions that are frequently at the root of chronic, recurring problems.

Data analysis 

Though it shares lots of space with general analytical skills, data analysis skills are something you want to cultivate in their own right in order to be an effective problem solver.

Being good at data analysis doesn’t just mean being able to find insights from data, but also selecting the appropriate data for a given issue, interpreting it effectively and knowing how to model and present that data. Depending on the problem at hand, it might also include a working knowledge of specific data analysis tools and procedures. 

Having a solid grasp of data analysis techniques is useful if you’re leading a problem solving workshop but if you’re not an expert, don’t worry. Bring people into the group who has this skill set and help your team be more effective as a result.

Decision making

All problems need a solution and all solutions require that someone make the decision to implement them. Without strong decision making skills, teams can become bogged down in discussion and less effective as a result. 

Making decisions is a key part of the problem solving process. It’s important to remember that decision making is not restricted to the leadership team. Every staff member makes decisions every day and developing these skills ensures that your team is able to solve problems at any scale. Remember that making decisions does not mean leaping to the first solution but weighing up the options and coming to an informed, well thought out solution to any given problem that works for the whole team.

Lightning Decision Jam (LDJ)   #action   #decision making   #problem solving   #issue analysis   #innovation   #design   #remote-friendly   The problem with anything that requires creative thinking is that it’s easy to get lost—lose focus and fall into the trap of having useless, open-ended, unstructured discussions. Here’s the most effective solution I’ve found: Replace all open, unstructured discussion with a clear process. What to use this exercise for: Anything which requires a group of people to make decisions, solve problems or discuss challenges. It’s always good to frame an LDJ session with a broad topic, here are some examples: The conversion flow of our checkout Our internal design process How we organise events Keeping up with our competition Improving sales flow

Dependability

Most complex organizational problems require multiple people to be involved in delivering the solution. Ensuring that the team and organization can depend on you to take the necessary actions and communicate where necessary is key to ensuring problems are solved effectively.

Being dependable also means working to deadlines and to brief. It is often a matter of creating trust in a team so that everyone can depend on one another to complete the agreed actions in the agreed time frame so that the team can move forward together. Being undependable can create problems of friction and can limit the effectiveness of your solutions so be sure to bear this in mind throughout a project. 

Team Purpose & Culture   #team   #hyperisland   #culture   #remote-friendly   This is an essential process designed to help teams define their purpose (why they exist) and their culture (how they work together to achieve that purpose). Defining these two things will help any team to be more focused and aligned. With support of tangible examples from other companies, the team members work as individuals and a group to codify the way they work together. The goal is a visual manifestation of both the purpose and culture that can be put up in the team’s work space.

Emotional intelligence

Emotional intelligence is an important skill for any successful team member, whether communicating internally or with clients or users. In the problem solving process, emotional intelligence means being attuned to how people are feeling and thinking, communicating effectively and being self-aware of what you bring to a room. 

There are often differences of opinion when working through problem solving processes, and it can be easy to let things become impassioned or combative. Developing your emotional intelligence means being empathetic to your colleagues and managing your own emotions throughout the problem and solution process. Be kind, be thoughtful and put your points across care and attention. 

Being emotionally intelligent is a skill for life and by deploying it at work, you can not only work efficiently but empathetically. Check out the emotional culture workshop template for more!

Facilitation

As we’ve clarified in our facilitation skills post, facilitation is the art of leading people through processes towards agreed-upon objectives in a manner that encourages participation, ownership, and creativity by all those involved. While facilitation is a set of interrelated skills in itself, the broad definition of facilitation can be invaluable when it comes to problem solving. Leading a team through a problem solving process is made more effective if you improve and utilize facilitation skills – whether you’re a manager, team leader or external stakeholder.

The Six Thinking Hats   #creative thinking   #meeting facilitation   #problem solving   #issue resolution   #idea generation   #conflict resolution   The Six Thinking Hats are used by individuals and groups to separate out conflicting styles of thinking. They enable and encourage a group of people to think constructively together in exploring and implementing change, rather than using argument to fight over who is right and who is wrong.

Flexibility 

Being flexible is a vital skill when it comes to problem solving. This does not mean immediately bowing to pressure or changing your opinion quickly: instead, being flexible is all about seeing things from new perspectives, receiving new information and factoring it into your thought process.

Flexibility is also important when it comes to rolling out solutions. It might be that other organizational projects have greater priority or require the same resources as your chosen solution. Being flexible means understanding needs and challenges across the team and being open to shifting or arranging your own schedule as necessary. Again, this does not mean immediately making way for other projects. It’s about articulating your own needs, understanding the needs of others and being able to come to a meaningful compromise.

The Creativity Dice   #creativity   #problem solving   #thiagi   #issue analysis   Too much linear thinking is hazardous to creative problem solving. To be creative, you should approach the problem (or the opportunity) from different points of view. You should leave a thought hanging in mid-air and move to another. This skipping around prevents premature closure and lets your brain incubate one line of thought while you consciously pursue another.

Working in any group can lead to unconscious elements of groupthink or situations in which you may not wish to be entirely honest. Disagreeing with the opinions of the executive team or wishing to save the feelings of a coworker can be tricky to navigate, but being honest is absolutely vital when to comes to developing effective solutions and ensuring your voice is heard. 

Remember that being honest does not mean being brutally candid. You can deliver your honest feedback and opinions thoughtfully and without creating friction by using other skills such as emotional intelligence. 

Explore your Values   #hyperisland   #skills   #values   #remote-friendly   Your Values is an exercise for participants to explore what their most important values are. It’s done in an intuitive and rapid way to encourage participants to follow their intuitive feeling rather than over-thinking and finding the “correct” values. It is a good exercise to use to initiate reflection and dialogue around personal values.

Initiative 

The problem solving process is multi-faceted and requires different approaches at certain points of the process. Taking initiative to bring problems to the attention of the team, collect data or lead the solution creating process is always valuable. You might even roadtest your own small scale solutions or brainstorm before a session. Taking initiative is particularly effective if you have good deal of knowledge in that area or have ownership of a particular project and want to get things kickstarted.

That said, be sure to remember to honor the process and work in service of the team. If you are asked to own one part of the problem solving process and you don’t complete that task because your initiative leads you to work on something else, that’s not an effective method of solving business challenges.

15% Solutions   #action   #liberating structures   #remote-friendly   You can reveal the actions, however small, that everyone can do immediately. At a minimum, these will create momentum, and that may make a BIG difference.  15% Solutions show that there is no reason to wait around, feel powerless, or fearful. They help people pick it up a level. They get individuals and the group to focus on what is within their discretion instead of what they cannot change.  With a very simple question, you can flip the conversation to what can be done and find solutions to big problems that are often distributed widely in places not known in advance. Shifting a few grains of sand may trigger a landslide and change the whole landscape.

Impartiality

A particularly useful problem solving skill for product owners or managers is the ability to remain impartial throughout much of the process. In practice, this means treating all points of view and ideas brought forward in a meeting equally and ensuring that your own areas of interest or ownership are not favored over others. 

There may be a stage in the process where a decision maker has to weigh the cost and ROI of possible solutions against the company roadmap though even then, ensuring that the decision made is based on merit and not personal opinion. 

Empathy map   #frame insights   #create   #design   #issue analysis   An empathy map is a tool to help a design team to empathize with the people they are designing for. You can make an empathy map for a group of people or for a persona. To be used after doing personas when more insights are needed.

Being a good leader means getting a team aligned, energized and focused around a common goal. In the problem solving process, strong leadership helps ensure that the process is efficient, that any conflicts are resolved and that a team is managed in the direction of success.

It’s common for managers or executives to assume this role in a problem solving workshop, though it’s important that the leader maintains impartiality and does not bulldoze the group in a particular direction. Remember that good leadership means working in service of the purpose and team and ensuring the workshop is a safe space for employees of any level to contribute. Take a look at our leadership games and activities post for more exercises and methods to help improve leadership in your organization.

Leadership Pizza   #leadership   #team   #remote-friendly   This leadership development activity offers a self-assessment framework for people to first identify what skills, attributes and attitudes they find important for effective leadership, and then assess their own development and initiate goal setting.

In the context of problem solving, mediation is important in keeping a team engaged, happy and free of conflict. When leading or facilitating a problem solving workshop, you are likely to run into differences of opinion. Depending on the nature of the problem, certain issues may be brought up that are emotive in nature. 

Being an effective mediator means helping those people on either side of such a divide are heard, listen to one another and encouraged to find common ground and a resolution. Mediating skills are useful for leaders and managers in many situations and the problem solving process is no different.

Conflict Responses   #hyperisland   #team   #issue resolution   A workshop for a team to reflect on past conflicts, and use them to generate guidelines for effective conflict handling. The workshop uses the Thomas-Killman model of conflict responses to frame a reflective discussion. Use it to open up a discussion around conflict with a team.

Planning 

Solving organizational problems is much more effective when following a process or problem solving model. Planning skills are vital in order to structure, deliver and follow-through on a problem solving workshop and ensure your solutions are intelligently deployed.

Planning skills include the ability to organize tasks and a team, plan and design the process and take into account any potential challenges. Taking the time to plan carefully can save time and frustration later in the process and is valuable for ensuring a team is positioned for success.

3 Action Steps   #hyperisland   #action   #remote-friendly   This is a small-scale strategic planning session that helps groups and individuals to take action toward a desired change. It is often used at the end of a workshop or programme. The group discusses and agrees on a vision, then creates some action steps that will lead them towards that vision. The scope of the challenge is also defined, through discussion of the helpful and harmful factors influencing the group.

Prioritization

As organisations grow, the scale and variation of problems they face multiplies. Your team or is likely to face numerous challenges in different areas and so having the skills to analyze and prioritize becomes very important, particularly for those in leadership roles.

A thorough problem solving process is likely to deliver multiple solutions and you may have several different problems you wish to solve simultaneously. Prioritization is the ability to measure the importance, value, and effectiveness of those possible solutions and choose which to enact and in what order. The process of prioritization is integral in ensuring the biggest challenges are addressed with the most impactful solutions.

Impact and Effort Matrix   #gamestorming   #decision making   #action   #remote-friendly   In this decision-making exercise, possible actions are mapped based on two factors: effort required to implement and potential impact. Categorizing ideas along these lines is a useful technique in decision making, as it obliges contributors to balance and evaluate suggested actions before committing to them.

Project management

Some problem solving skills are utilized in a workshop or ideation phases, while others come in useful when it comes to decision making. Overseeing an entire problem solving process and ensuring its success requires strong project management skills. 

While project management incorporates many of the other skills listed here, it is important to note the distinction of considering all of the factors of a project and managing them successfully. Being able to negotiate with stakeholders, manage tasks, time and people, consider costs and ROI, and tie everything together is massively helpful when going through the problem solving process. 

Record keeping

Working out meaningful solutions to organizational challenges is only one part of the process.  Thoughtfully documenting and keeping records of each problem solving step for future consultation is important in ensuring efficiency and meaningful change. 

For example, some problems may be lower priority than others but can be revisited in the future. If the team has ideated on solutions and found some are not up to the task, record those so you can rule them out and avoiding repeating work. Keeping records of the process also helps you improve and refine your problem solving model next time around!

Personal Kanban   #gamestorming   #action   #agile   #project planning   Personal Kanban is a tool for organizing your work to be more efficient and productive. It is based on agile methods and principles.

Research skills

Conducting research to support both the identification of problems and the development of appropriate solutions is important for an effective process. Knowing where to go to collect research, how to conduct research efficiently, and identifying pieces of research are relevant are all things a good researcher can do well. 

In larger groups, not everyone has to demonstrate this ability in order for a problem solving workshop to be effective. That said, having people with research skills involved in the process, particularly if they have existing area knowledge, can help ensure the solutions that are developed with data that supports their intention. Remember that being able to deliver the results of research efficiently and in a way the team can easily understand is also important. The best data in the world is only as effective as how it is delivered and interpreted.

Customer experience map   #ideation   #concepts   #research   #design   #issue analysis   #remote-friendly   Customer experience mapping is a method of documenting and visualizing the experience a customer has as they use the product or service. It also maps out their responses to their experiences. To be used when there is a solution (even in a conceptual stage) that can be analyzed.

Risk management

Managing risk is an often overlooked part of the problem solving process. Solutions are often developed with the intention of reducing exposure to risk or solving issues that create risk but sometimes, great solutions are more experimental in nature and as such, deploying them needs to be carefully considered. 

Managing risk means acknowledging that there may be risks associated with more out of the box solutions or trying new things, but that this must be measured against the possible benefits and other organizational factors. 

Be informed, get the right data and stakeholders in the room and you can appropriately factor risk into your decision making process. 

Decisions, Decisions…   #communication   #decision making   #thiagi   #action   #issue analysis   When it comes to decision-making, why are some of us more prone to take risks while others are risk-averse? One explanation might be the way the decision and options were presented.  This exercise, based on Kahneman and Tversky’s classic study , illustrates how the framing effect influences our judgement and our ability to make decisions . The participants are divided into two groups. Both groups are presented with the same problem and two alternative programs for solving them. The two programs both have the same consequences but are presented differently. The debriefing discussion examines how the framing of the program impacted the participant’s decision.

Team-building 

No single person is as good at problem solving as a team. Building an effective team and helping them come together around a common purpose is one of the most important problem solving skills, doubly so for leaders. By bringing a team together and helping them work efficiently, you pave the way for team ownership of a problem and the development of effective solutions. 

In a problem solving workshop, it can be tempting to jump right into the deep end, though taking the time to break the ice, energize the team and align them with a game or exercise will pay off over the course of the day.

Remember that you will likely go through the problem solving process multiple times over an organization’s lifespan and building a strong team culture will make future problem solving more effective. It’s also great to work with people you know, trust and have fun with. Working on team building in and out of the problem solving process is a hallmark of successful teams that can work together to solve business problems.

9 Dimensions Team Building Activity   #ice breaker   #teambuilding   #team   #remote-friendly   9 Dimensions is a powerful activity designed to build relationships and trust among team members. There are 2 variations of this icebreaker. The first version is for teams who want to get to know each other better. The second version is for teams who want to explore how they are working together as a team.

Time management 

The problem solving process is designed to lead a team from identifying a problem through to delivering a solution and evaluating its effectiveness. Without effective time management skills or timeboxing of tasks, it can be easy for a team to get bogged down or be inefficient.

By using a problem solving model and carefully designing your workshop, you can allocate time efficiently and trust that the process will deliver the results you need in a good timeframe.

Time management also comes into play when it comes to rolling out solutions, particularly those that are experimental in nature. Having a clear timeframe for implementing and evaluating solutions is vital for ensuring their success and being able to pivot if necessary.

Improving your skills at problem solving is often a career-long pursuit though there are methods you can use to make the learning process more efficient and to supercharge your problem solving skillset.

Remember that the skills you need to be a great problem solver have a large overlap with those skills you need to be effective in any role. Investing time and effort to develop your active listening or critical thinking skills is valuable in any context. Here are 7 ways to improve your problem solving skills.

Share best practices

Remember that your team is an excellent source of skills, wisdom, and techniques and that you should all take advantage of one another where possible. Best practices that one team has for solving problems, conducting research or making decisions should be shared across the organization. If you have in-house staff that have done active listening training or are data analysis pros, have them lead a training session. 

Your team is one of your best resources. Create space and internal processes for the sharing of skills so that you can all grow together. 

Ask for help and attend training

Once you’ve figured out you have a skills gap, the next step is to take action to fill that skills gap. That might be by asking your superior for training or coaching, or liaising with team members with that skill set. You might even attend specialized training for certain skills – active listening or critical thinking, for example, are business-critical skills that are regularly offered as part of a training scheme.

Whatever method you choose, remember that taking action of some description is necessary for growth. Whether that means practicing, getting help, attending training or doing some background reading, taking active steps to improve your skills is the way to go.

Learn a process 

Problem solving can be complicated, particularly when attempting to solve large problems for the first time. Using a problem solving process helps give structure to your problem solving efforts and focus on creating outcomes, rather than worrying about the format. 

Tools such as the seven-step problem solving process above are effective because not only do they feature steps that will help a team solve problems, they also develop skills along the way. Each step asks for people to engage with the process using different skills and in doing so, helps the team learn and grow together. Group processes of varying complexity and purpose can also be found in the SessionLab library of facilitation techniques . Using a tried and tested process and really help ease the learning curve for both those leading such a process, as well as those undergoing the purpose.

Effective teams make decisions about where they should and shouldn’t expend additional effort. By using a problem solving process, you can focus on the things that matter, rather than stumbling towards a solution haphazardly. 

Create a feedback loop

Some skills gaps are more obvious than others. It’s possible that your perception of your active listening skills differs from those of your colleagues. 

It’s valuable to create a system where team members can provide feedback in an ordered and friendly manner so they can all learn from one another. Only by identifying areas of improvement can you then work to improve them. 

Remember that feedback systems require oversight and consideration so that they don’t turn into a place to complain about colleagues. Design the system intelligently so that you encourage the creation of learning opportunities, rather than encouraging people to list their pet peeves.

While practice might not make perfect, it does make the problem solving process easier. If you are having trouble with critical thinking, don’t shy away from doing it. Get involved where you can and stretch those muscles as regularly as possible. 

Problem solving skills come more naturally to some than to others and that’s okay. Take opportunities to get involved and see where you can practice your skills in situations outside of a workshop context. Try collaborating in other circumstances at work or conduct data analysis on your own projects. You can often develop those skills you need for problem solving simply by doing them. Get involved!

Use expert exercises and methods

Learn from the best. Our library of 700+ facilitation techniques is full of activities and methods that help develop the skills you need to be an effective problem solver. Check out our templates to see how to approach problem solving and other organizational challenges in a structured and intelligent manner.

There is no single approach to improving problem solving skills, but by using the techniques employed by others you can learn from their example and develop processes that have seen proven results. 

Try new ways of thinking and change your mindset

Using tried and tested exercises that you know well can help deliver results, but you do run the risk of missing out on the learning opportunities offered by new approaches. As with the problem solving process, changing your mindset can remove blockages and be used to develop your problem solving skills.

Most teams have members with mixed skill sets and specialties. Mix people from different teams and share skills and different points of view. Teach your customer support team how to use design thinking methods or help your developers with conflict resolution techniques. Try switching perspectives with facilitation techniques like Flip It! or by using new problem solving methodologies or models. Give design thinking, liberating structures or lego serious play a try if you want to try a new approach. You will find that framing problems in new ways and using existing skills in new contexts can be hugely useful for personal development and improving your skillset. It’s also a lot of fun to try new things. Give it a go!

Encountering business challenges and needing to find appropriate solutions is not unique to your organization. Lots of very smart people have developed methods, theories and approaches to help develop problem solving skills and create effective solutions. Learn from them!

Books like The Art of Thinking Clearly , Think Smarter, or Thinking Fast, Thinking Slow are great places to start, though it’s also worth looking at blogs related to organizations facing similar problems to yours, or browsing for success stories. Seeing how Dropbox massively increased growth and working backward can help you see the skills or approach you might be lacking to solve that same problem. Learning from others by reading their stories or approaches can be time-consuming but ultimately rewarding.

A tired, distracted mind is not in the best position to learn new skills. It can be tempted to burn the candle at both ends and develop problem solving skills outside of work. Absolutely use your time effectively and take opportunities for self-improvement, though remember that rest is hugely important and that without letting your brain rest, you cannot be at your most effective. 

Creating distance between yourself and the problem you might be facing can also be useful. By letting an idea sit, you can find that a better one presents itself or you can develop it further. Take regular breaks when working and create a space for downtime. Remember that working smarter is preferable to working harder and that self-care is important for any effective learning or improvement process.

Want to design better group processes?

Over to you

Now we’ve explored some of the key problem solving skills and the problem solving steps necessary for an effective process, you’re ready to begin developing more effective solutions and leading problem solving workshops.

Need more inspiration? Check out our post on problem solving activities you can use when guiding a group towards a great solution in your next workshop or meeting. Have questions? Did you have a great problem solving technique you use with your team? Get in touch in the comments below. We’d love to chat!

James Smart is Head of Content at SessionLab. He’s also a creative facilitator who has run workshops and designed courses for establishments like the National Centre for Writing, UK. He especially enjoys working with young people and empowering others in their creative practice.

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Problem-Solving Strategies

October 16, 2019

There are many different ways to solve a math problem, and equipping students with problem-solving strategies is just as important as teaching computation and algorithms. Problem-solving strategies help students visualize the problem or present the given information in a way that can lead them to the solution. Solving word problems using strategies works great as a number talks activity and helps to revise many skills.

Problem-solving strategies

1. create a diagram/picture, 2. guess and check., 3. make a table or a list., 4. logical reasoning., 5. find a pattern, 6. work backward, 1. create a diagram/draw a picture.

Creating a diagram helps students visualize the problem and reach the solution. A diagram can be a picture with labels, or a representation of the problem with objects that can be manipulated. Role-playing and acting out the problem like a story can help get to the solution.

Alice spent 3/4 of her babysitting money on comic books. She is left with $6. How much money did she make from babysitting?

2. Guess and check

Teach students the same strategy research mathematicians use.

With this strategy, students solve problems by making a reasonable guess depending on the information given. Then they check to see if the answer is correct and they improve it accordingly.  By repeating this process, a student can arrive at a correct answer that has been checked. It is recommended that the students keep a record of their guesses by making a chart, a table or a list. This is a flexible strategy that works for many types of problems. When students are stuck, guessing and checking helps them start and explore the problem. However, there is a trap. Exactly because it is such a simple strategy to use, some students find it difficult to consider other strategies. As problems get more complicated, other strategies become more important and more effective.

Find two numbers that have sum 11 and product 24.

Try/guess  5 and 6  the product is 30 too high

  adjust  to 4 and 7 with product 28 still high

  adjust  again 3 and 8 product 24

3. Make a table or a list

Carefully organize the information on a table or list according to the problem information. It might be a table of numbers, a table with ticks and crosses to solve a logic problem or a list of possible answers. Seeing the given information sorted out on a table or a list will help find patterns and lead to the correct solution.

To make sure you are listing all the information correctly read the problem carefully.

Find the common factors of 24, 30 and 18

Logical reasoning is the process of using logical, systemic steps to arrive at a conclusion based on given facts and mathematic principles. Read and understand the problem. Then find the information that helps you start solving the problem. Continue with each piece of information and write possible answers.

Thomas, Helen, Bill, and Mary have cats that are black, brown, white, or gray. The cats’ names are Buddy, Lucky, Fifi, and Moo. Buddy is brown. Thoma’s cat, Lucky, is not gray. Helen’s cat is white but is not named Moo. The gray cat belongs to Bill. Which cat belongs to each student, and what is its color?

A table or list is useful in solving logic problems.

Since Lucky is not gray it can be black or brown. However, Buddy is brown so Lucky has to be black.

Buddy is brown so it cannot be Helen’s cat. Helen’s cat cannot be Moo, Buddy or Lucky, so it is Fifi.

Therefore, Moo is Bill’s cat and Buddy is Mary’s cat.

5. Find a pattern.

Finding a pattern is a strategy in which students look for patterns in the given information in order to solve the problem. When the problem consists of data like numbers or events that are repeated then it can be solved using the “find a pattern” problem-solving strategy. Data can be organized in a table or a list to reveal the pattern and help discover the “rule” of the pattern.

 The “rule” can then be used to find the answer to the question and complete the table/list.

Shannon’s Pizzeria made 5 pizzas on Sunday, 10 pizzas on Monday, 20 pizzas on Tuesday, and 40 pizzas on Wednesday. If this pattern continues, how many pizzas will the pizzeria make on Saturday?

6. Working backward

Problems that can be solved with this strategy are the ones that  list a series of events or a sequence of steps .

In this strategy, the students must start with the solution and work back to the beginning. Each operation must be reversed to get back to the beginning. So if working forwards requires addition, when students work backward they will need to subtract. And if they multiply working forwards, they must divide when working backward.

Mom bought a box of candy. Mary took 5 of them, Nick took 4 of them and 31 were given out on Halloween night. The next morning they found 8 pieces of candy in the box. How many candy pieces were in the box when mom bought it.

For this problem, we know that the final number of candy was 8, so if we work backward to “put back” the candy that was taken from the box we can reach the number of candy pieces that were in the box, to begin with.

The candy was taken away so we will normally subtract them. However, to get back to the original number of candy we need to work backward and do the opposite, which is to add them.

8 candy pieces were left + the 31 given out + plus the ones Mary took + the ones Nick took

8+31+5+4= 48   Answer: The box came with 48 pieces of candy.

Selecting the best strategy for a problem comes with practice and often problems will require the use of more than one strategies.

Print and digital activities

I have created a collection of print and digital activity cards and worksheets with word problems (print and google slides) to solve using the strategies above. The collection includes 70 problems (5 challenge ones) and their solution s and explanations.

sample below

How to use the activity cards

Allow the students to use manipulatives to solve the problems. (counters, shapes, lego blocks, Cuisenaire blocks, base 10 blocks, clocks) They can use manipulatives to create a picture and visualize the problem. They can use counters for the guess and check strategy. Discuss which strategy/strategies are better for solving each problem. Discuss the different ways. Use the activities as warm-ups, number talks, initiate discussions, group work, challenge, escape rooms, and more.

Ask your students to write their own problems using the problems in this resource, and more, as examples. Start with a simple type. Students learn a lot when trying to compose a problem. They can share the problem with their partner or the whole class. Make a collection of problems to share with another class.

For the google slides the students can use text boxes to explain their thinking with words, add shapes and lines to create diagrams, and add (insert) tables and diagrams.

Many of the problems can be solved faster by using algebraic expressions. However, since I created this resource for grades 4 and up I chose to show simple conceptual ways of solving the problems using the strategies above. You can suggest different ways of solving the problems based on the grade level.

Find the free and premium versions of the resource below. The premium version includes 70 problems (challenge problems included) and their solutions

There are 2 versions of the resource

70 google slides with explanations + 70 printable task cards

70 google slides with explanations + 11 worksheets

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The Art of Effective Problem Solving: A Step-by-Step Guide

Author: Daniel Croft

Daniel Croft is an experienced continuous improvement manager with a Lean Six Sigma Black Belt and a Bachelor's degree in Business Management. With more than ten years of experience applying his skills across various industries, Daniel specializes in optimizing processes and improving efficiency. His approach combines practical experience with a deep understanding of business fundamentals to drive meaningful change.

Whether we realise it or not, problem solving skills are an important part of our daily lives. From resolving a minor annoyance at home to tackling complex business challenges at work, our ability to solve problems has a significant impact on our success and happiness. However, not everyone is naturally gifted at problem-solving, and even those who are can always improve their skills. In this blog post, we will go over the art of effective problem-solving step by step.

You will learn how to define a problem, gather information, assess alternatives, and implement a solution, all while honing your critical thinking and creative problem-solving skills. Whether you’re a seasoned problem solver or just getting started, this guide will arm you with the knowledge and tools you need to face any challenge with confidence. So let’s get started!

Problem Solving Methodologies

Individuals and organisations can use a variety of problem-solving methodologies to address complex challenges. 8D and A3 problem solving techniques are two popular methodologies in the Lean Six Sigma framework.

Methodology of 8D (Eight Discipline) Problem Solving:

The 8D problem solving methodology is a systematic, team-based approach to problem solving. It is a method that guides a team through eight distinct steps to solve a problem in a systematic and comprehensive manner.

The 8D process consists of the following steps:

• Form a team: Assemble a group of people who have the necessary expertise to work on the problem.
• Define the issue: Clearly identify and define the problem, including the root cause and the customer impact.
• Create a temporary containment plan: Put in place a plan to lessen the impact of the problem until a permanent solution can be found.
• Identify the root cause: To identify the underlying causes of the problem, use root cause analysis techniques such as Fishbone diagrams and Pareto charts.
• Create and test long-term corrective actions: Create and test a long-term solution to eliminate the root cause of the problem.
• Implement and validate the permanent solution: Implement and validate the permanent solution’s effectiveness.
• Prevent recurrence: Put in place measures to keep the problem from recurring.
• Recognize and reward the team: Recognize and reward the team for its efforts.

Download the 8D Problem Solving Template

A3 Problem Solving Method:

The A3 problem solving technique is a visual, team-based problem-solving approach that is frequently used in Lean Six Sigma projects. The A3 report is a one-page document that clearly and concisely outlines the problem, root cause analysis, and proposed solution.

The A3 problem-solving procedure consists of the following steps:

• Determine the issue: Define the issue clearly, including its impact on the customer.
• Perform root cause analysis: Identify the underlying causes of the problem using root cause analysis techniques.
• Create and implement a solution: Create and implement a solution that addresses the problem’s root cause.
• Monitor and improve the solution: Keep an eye on the solution’s effectiveness and make any necessary changes.

Subsequently, in the Lean Six Sigma framework, the 8D and A3 problem solving methodologies are two popular approaches to problem solving. Both methodologies provide a structured, team-based problem-solving approach that guides individuals through a comprehensive and systematic process of identifying, analysing, and resolving problems in an effective and efficient manner.

Step 1 – Define the Problem

The definition of the problem is the first step in effective problem solving. This may appear to be a simple task, but it is actually quite difficult. This is because problems are frequently complex and multi-layered, making it easy to confuse symptoms with the underlying cause. To avoid this pitfall, it is critical to thoroughly understand the problem.

To begin, ask yourself some clarifying questions:

• What exactly is the issue?
• What are the problem’s symptoms or consequences?
• Who or what is impacted by the issue?
• When and where does the issue arise?

Answering these questions will assist you in determining the scope of the problem. However, simply describing the problem is not always sufficient; you must also identify the root cause. The root cause is the underlying cause of the problem and is usually the key to resolving it permanently.

Try asking “why” questions to find the root cause:

• What causes the problem?
• Why does it continue?
• Why does it have the effects that it does?

By repeatedly asking “ why ,” you’ll eventually get to the bottom of the problem. This is an important step in the problem-solving process because it ensures that you’re dealing with the root cause rather than just the symptoms.

Once you have a firm grasp on the issue, it is time to divide it into smaller, more manageable chunks. This makes tackling the problem easier and reduces the risk of becoming overwhelmed. For example, if you’re attempting to solve a complex business problem, you might divide it into smaller components like market research, product development, and sales strategies.

To summarise step 1, defining the problem is an important first step in effective problem-solving. You will be able to identify the root cause and break it down into manageable parts if you take the time to thoroughly understand the problem. This will prepare you for the next step in the problem-solving process, which is gathering information and brainstorming ideas.

Step 2 – Gather Information and Brainstorm Ideas

Gathering information and brainstorming ideas is the next step in effective problem solving. This entails researching the problem and relevant information, collaborating with others, and coming up with a variety of potential solutions. This increases your chances of finding the best solution to the problem.

Begin by researching the problem and relevant information. This could include reading articles, conducting surveys, or consulting with experts. The goal is to collect as much information as possible in order to better understand the problem and possible solutions.

Next, work with others to gather a variety of perspectives. Brainstorming with others can be an excellent way to come up with new and creative ideas. Encourage everyone to share their thoughts and ideas when working in a group, and make an effort to actively listen to what others have to say. Be open to new and unconventional ideas and resist the urge to dismiss them too quickly.

Finally, use brainstorming to generate a wide range of potential solutions. This is the place where you can let your imagination run wild. At this stage, don’t worry about the feasibility or practicality of the solutions; instead, focus on generating as many ideas as possible. Write down everything that comes to mind, no matter how ridiculous or unusual it may appear. This can be done individually or in groups.

Once you’ve compiled a list of potential solutions, it’s time to assess them and select the best one. This is the next step in the problem-solving process, which we’ll go over in greater detail in the following section.

Step 3 – Evaluate Options and Choose the Best Solution

Once you’ve compiled a list of potential solutions, it’s time to assess them and select the best one. This is the third step in effective problem solving, and it entails weighing the advantages and disadvantages of each solution, considering their feasibility and practicability, and selecting the solution that is most likely to solve the problem effectively.

To begin, weigh the advantages and disadvantages of each solution. This will assist you in determining the potential outcomes of each solution and deciding which is the best option. For example, a quick and easy solution may not be the most effective in the long run, whereas a more complex and time-consuming solution may be more effective in solving the problem in the long run.

Consider each solution’s feasibility and practicability. Consider the following:

• Can the solution be implemented within the available resources, time, and budget?
• What are the possible barriers to implementing the solution?
• Is the solution feasible in today’s political, economic, and social environment?

You’ll be able to tell which solutions are likely to succeed and which aren’t by assessing their feasibility and practicability.

Finally, choose the solution that is most likely to effectively solve the problem. This solution should be based on the criteria you’ve established, such as the advantages and disadvantages of each solution, their feasibility and practicability, and your overall goals.

It is critical to remember that there is no one-size-fits-all solution to problems. What is effective for one person or situation may not be effective for another. This is why it is critical to consider a wide range of solutions and evaluate each one based on its ability to effectively solve the problem.

Step 4 – Implement and Monitor the Solution

When you’ve decided on the best solution, it’s time to put it into action. The fourth and final step in effective problem solving is to put the solution into action, monitor its progress, and make any necessary adjustments.

To begin, implement the solution. This may entail delegating tasks, developing a strategy, and allocating resources. Ascertain that everyone involved understands their role and responsibilities in the solution’s implementation.

Next, keep an eye on the solution’s progress. This may entail scheduling regular check-ins, tracking metrics, and soliciting feedback from others. You will be able to identify any potential roadblocks and make any necessary adjustments in a timely manner if you monitor the progress of the solution.

Finally, make any necessary modifications to the solution. This could entail changing the solution, altering the plan of action, or delegating different tasks. Be willing to make changes if they will improve the solution or help it solve the problem more effectively.

It’s important to remember that problem solving is an iterative process, and there may be times when you need to start from scratch. This is especially true if the initial solution does not effectively solve the problem. In these situations, it’s critical to be adaptable and flexible and to keep trying new solutions until you find the one that works best.

To summarise, effective problem solving is a critical skill that can assist individuals and organisations in overcoming challenges and achieving their objectives. Effective problem solving consists of four key steps: defining the problem, generating potential solutions, evaluating alternatives and selecting the best solution, and implementing the solution.

You can increase your chances of success in problem solving by following these steps and considering factors such as the pros and cons of each solution, their feasibility and practicability, and making any necessary adjustments. Furthermore, keep in mind that problem solving is an iterative process, and there may be times when you need to go back to the beginning and restart. Maintain your adaptability and try new solutions until you find the one that works best for you.

• Novick, L.R. and Bassok, M., 2005.  Problem Solving . Cambridge University Press.

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Daniel Croft

Hi im Daniel continuous improvement manager with a Black Belt in Lean Six Sigma and over 10 years of real-world experience across a range sectors, I have a passion for optimizing processes and creating a culture of efficiency. I wanted to create Learn Lean Siigma to be a platform dedicated to Lean Six Sigma and process improvement insights and provide all the guides, tools, techniques and templates I looked for in one place as someone new to the world of Lean Six Sigma and Continuous improvement.

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Problem-solving: Steps, strategies, and skills

By Alyssa Zacharias

Your team hits a bump in the road with a new client: They’d like to add extra objectives to the scope without changing the schedule. The mood grows tense as everyone frets about how to rearrange their calendars. 

One team member suggests breaking down the new scope into small, more manageable parts. One by one, you divide each deliverable into new tasks and prioritize them based on the team's calendar and resources. You push back non-urgent tasks and delegate others to different teams. Slowly, all the pieces start to fit together. What seemed like an impossible challenge is now a series of connected dots. The meeting wraps up with a clear and actionable solution, and everyone gets to work. 

This hypothetical scenario might sound too good to be true, but it’s well within your reach. It’s the perfect example of how establishing problem-solving steps can set your team up for success. Let’s explore how to prepare your team for the next project’s hurdles. 

What’s problem-solving? 

Problem-solving is a strategy-driven approach that uses logical thinking, creativity, and collaboration to analyze obstacles and build actionable solutions to overcome them. Life rarely goes exactly to plan, and problem-solving skills remove barriers that stop your team from reaching objectives when things go awry. 

You and your team’s ability to embrace different approaches to solving problems marks the difference between staying ahead or behind the curve. But problem-solving isn’t a single skill. Good problem-solvers pull from a list of soft skills, such as analytical thinking, flexibility, and curiosity — which are among the top 10 most sought-after job skills .  

Bringing problem-solvers onto the team is just the start. Nurturing a supportive environment that encourages teamwork, leadership, and the ability to make mistakes is essential for innovative solutions to serious roadblocks. After all, healthy work environments encourage out-of-the-box thinking and accountability that spawn effective solutions.

Problem-solving process: 6 key steps 

Problem-solving starts with carefully dissecting an issue, evaluating all its parts, and then brainstorming an action plan to rise above the challenge. Whether you’re working independently or collaborating with a big team, following a standard procedure can make the process more productive. 

Here are six steps to solve problems and get your project back on track: 

1. Define the problem

The first step might sound obvious, but figuring out how to solve a problem starts with a clear definition. No matter how big or small the issue is, laying it out as clearly as possible guides the rest of the process, pushing your brainstorming, collaboration, and solutions down the right path. Plus, a succinct definition can help you foresee potential project management risks and build a risk register to avoid more challenging situations in the future.  

You can start by asking yourself a few basic questions to understand the depth and scope of the issue: 

Who does this problem involve? Who’s equipped with the knowledge and skills to solve this problem? 

What’s the root cause? What other problems does it cause?

Where did this problem take place?

When did the problem start? When does it need a resolution?

Why does it impact workflows? Why do you need to solve this problem now?

Once you’ve dissected the issue, write it down. Putting pen to paper forces you to think through the obstacle, and the result can serve as a reference point as you work toward the solution. 

Be careful not to leave any room for ambiguity in your problem statement by identifying the specific situation and timing. Rather than “I don’t have enough time to complete a project,” write a definition like “I need to complete an important project within three days, but I have three other tasks due on the same day, which collectively require 20 hours of work.” A detailed problem statement provides a crystal clear picture of the problem, helping you be more productive during brainstorming and implementation.

2. Brainstorm possible solutions

With your clearly defined problem in hand, it’s time to get creative. Effective brainstorming focuses on quantity rather than quality. The intention is to build diverse options without overanalyzing them — that’ll come later. 

Brainstorm as many potential solutions as possible, no matter how quirky or out-of-the-box. Aim to generate a list of 10–15 possible paths and encourage your mind to wander, moving away from obvious solutions to potentially innovative ones. 

3. Consider all your alternatives

It may be tempting to immediately discard unfamiliar ideas and embrace others within your comfort zone. But as long as an idea directly addresses your problem, give it the benefit of the doubt. 

Map out every idea, including relevant details like costs, step-by-step process, time frames, and the people involved. If the idea doesn't align with your needs or resources, toss it. Order the remaining alternatives by preference and evaluate their advantages and disadvantages. 

4. Agree on a solution

With all the information in front of you, it’s time to decide on the best course of action. Narrow down all your choices, seeking out efficiency and practicality. For complex problems and solutions, managers and colleagues experienced in crisis management can offer valuable insights. 

5. Take action

After choosing the best solution, it’s time to implement it. Track progress throughout the entire process to avoid unexpected delays and unwelcome surprises. And consider using an issue tracker to analyze unexpected bumps in the road and learn from them — just be sure to leave room in the plan to adapt to challenges when necessary. 

6. Evaluate the outcome

Analyzing the success of your solution encourages learning from failures and promotes future success. Evaluate the effectiveness of the chosen solution and decide if a different course of action may be necessary. You might ask yourself some of the following questions: 

Was the problem solved within the expected timeframe?

Were any resources overused or wasted?

What was learned during the problem-solving process? 

Were there any communication breakdowns or conflicts? 

Will a policy or organizational change help prevent this problem from occurring in the future?

You may find you need to simplify the process even further. Using your insights, focus on the solution instead of the problem. Staying flexible and open-minded will help you rise to the next challenge. 

Problem-solving example

To understand how you can apply the problem-solving steps above, let’s look at a common problem for product, IT, and development teams: apps that crash when updates are rolled out. 

To clearly define the problem, the team collects user feedback and crash reports to pinpoint specific scenarios where the app fails. They discover that crashes most often occur on devices using old versions of the operating system. With this clear problem definition, they align on where to focus their efforts. 

Together, they brainstorm several solutions, including rolling back the update, creating a solution specifically for older operating systems, or rolling out a marketing campaign to convince users to update. 

After debating all the alternatives, they decide to develop a patch. Although it’s not the most time-effective solution, it won’t alienate users by rolling back features or forcing them to update. They might also take on extra initiatives along the way, like making the app less resource-intensive to run smoothly on more devices. 

Throughout the implementation, the team monitors feedback. Crash reports decrease significantly, and positive reviews increase. After achieving the desired outcome, the team performs regular diagnostics to spot room for improvement and prevent future mishaps.

4 problem-solving strategies

Learning different strategies to identify and solve problems empowers you to stay flexible and resilient, even in the most challenging circumstances. Here are four common problem-solving strategies to try out: 

Trial and error: There’s rarely a single “right” answer to your problem. A trial-and-error approach (or A/B testing) encourages your team to experiment with solutions and identify the best one. Of course, this is only productive if you have the necessary time and resources.

Working backward: Using your imagination, visualize your problem solved. Now, work backward, retracing each step to your current place. Involve team leaders in this process and share ideas until you have a solid plan of action.

Use an old solution: You don’t always have to reinvent the wheel. Think about how you’ve solved similar issues in the past. If one of your old solutions works, use it again. 

Draw it out: Visualizing every part of a problem isn’t always easy. Using fishbone diagrams, concept maps, or flowcharts ensures you make connections and account for every last detail. Plus, a diagram will make the roadblock easier to understand when you address it with the rest of the team. But don’t tackle this work alone — the more heads you involve, the more perspectives you can draw upon. Someone else at the table will likely think of something you missed.

Problem-solving skills

Effective problem-solving means drawing upon several soft skills in your tool belt. Here are ten of the most valuable skills for overcoming obstacles:

Critical thinking

Adaptability

Collaboration

Effective communication 

Active listening

Persistence

Decision-making

Solve your next problem with Notion

Whether big or small, incorporating time-tested problem-solving steps to overcome challenges will help your team overcome future barriers to success. Try different techniques, like SWOT Analysis , to adapt to the next challenging situation swiftly and effectively. 

You can assist your problem-solving efforts with Notion templates for support task lists and reporting bugs . Plus, you can — and should — use Notion’s issue tracker to monitor the action plan you choose to put in place.

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Center for Teaching

Teaching problem solving.

Print Version

Tips and Techniques

Expert vs. novice problem solvers, communicate.

• Have students  identify specific problems, difficulties, or confusions . Don’t waste time working through problems that students already understand.
• If students are unable to articulate their concerns, determine where they are having trouble by  asking them to identify the specific concepts or principles associated with the problem.
• In a one-on-one tutoring session, ask the student to  work his/her problem out loud . This slows down the thinking process, making it more accurate and allowing you to access understanding.
• When working with larger groups you can ask students to provide a written “two-column solution.” Have students write up their solution to a problem by putting all their calculations in one column and all of their reasoning (in complete sentences) in the other column. This helps them to think critically about their own problem solving and helps you to more easily identify where they may be having problems. Two-Column Solution (Math) Two-Column Solution (Physics)

Encourage Independence

• Model the problem solving process rather than just giving students the answer. As you work through the problem, consider how a novice might struggle with the concepts and make your thinking clear
• Have students work through problems on their own. Ask directing questions or give helpful suggestions, but  provide only minimal assistance and only when needed to overcome obstacles.
• Don’t fear  group work ! Students can frequently help each other, and talking about a problem helps them think more critically about the steps needed to solve the problem. Additionally, group work helps students realize that problems often have multiple solution strategies, some that might be more effective than others

Be sensitive

• Frequently, when working problems, students are unsure of themselves. This lack of confidence may hamper their learning. It is important to recognize this when students come to us for help, and to give each student some feeling of mastery. Do this by providing  positive reinforcement to let students know when they have mastered a new concept or skill.

Encourage Thoroughness and Patience

• Try to communicate that  the process is more important than the answer so that the student learns that it is OK to not have an instant solution. This is learned through your acceptance of his/her pace of doing things, through your refusal to let anxiety pressure you into giving the right answer, and through your example of problem solving through a step-by step process.

Experts (teachers) in a particular field are often so fluent in solving problems from that field that they can find it difficult to articulate the problem solving principles and strategies they use to novices (students) in their field because these principles and strategies are second nature to the expert. To teach students problem solving skills,  a teacher should be aware of principles and strategies of good problem solving in his or her discipline .

The mathematician George Polya captured the problem solving principles and strategies he used in his discipline in the book  How to Solve It: A New Aspect of Mathematical Method (Princeton University Press, 1957). The book includes  a summary of Polya’s problem solving heuristic as well as advice on the teaching of problem solving.

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How to master the seven-step problem-solving process

In this episode of the McKinsey Podcast , Simon London speaks with Charles Conn, CEO of venture-capital firm Oxford Sciences Innovation, and McKinsey senior partner Hugo Sarrazin about the complexities of different problem-solving strategies.

Podcast transcript

Simon London: Hello, and welcome to this episode of the McKinsey Podcast , with me, Simon London. What’s the number-one skill you need to succeed professionally? Salesmanship, perhaps? Or a facility with statistics? Or maybe the ability to communicate crisply and clearly? Many would argue that at the very top of the list comes problem solving: that is, the ability to think through and come up with an optimal course of action to address any complex challenge—in business, in public policy, or indeed in life.

Looked at this way, it’s no surprise that McKinsey takes problem solving very seriously, testing for it during the recruiting process and then honing it, in McKinsey consultants, through immersion in a structured seven-step method. To discuss the art of problem solving, I sat down in California with McKinsey senior partner Hugo Sarrazin and also with Charles Conn. Charles is a former McKinsey partner, entrepreneur, executive, and coauthor of the book Bulletproof Problem Solving: The One Skill That Changes Everything [John Wiley & Sons, 2018].

Charles and Hugo, welcome to the podcast. Thank you for being here.

Hugo Sarrazin: Our pleasure.

Charles Conn: It’s terrific to be here.

Simon London: Problem solving is a really interesting piece of terminology. It could mean so many different things. I have a son who’s a teenage climber. They talk about solving problems. Climbing is problem solving. Charles, when you talk about problem solving, what are you talking about?

Charles Conn: For me, problem solving is the answer to the question “What should I do?” It’s interesting when there’s uncertainty and complexity, and when it’s meaningful because there are consequences. Your son’s climbing is a perfect example. There are consequences, and it’s complicated, and there’s uncertainty—can he make that grab? I think we can apply that same frame almost at any level. You can think about questions like “What town would I like to live in?” or “Should I put solar panels on my roof?”

You might think that’s a funny thing to apply problem solving to, but in my mind it’s not fundamentally different from business problem solving, which answers the question “What should my strategy be?” Or problem solving at the policy level: “How do we combat climate change?” “Should I support the local school bond?” I think these are all part and parcel of the same type of question, “What should I do?”

I’m a big fan of structured problem solving. By following steps, we can more clearly understand what problem it is we’re solving, what are the components of the problem that we’re solving, which components are the most important ones for us to pay attention to, which analytic techniques we should apply to those, and how we can synthesize what we’ve learned back into a compelling story. That’s all it is, at its heart.

I think sometimes when people think about seven steps, they assume that there’s a rigidity to this. That’s not it at all. It’s actually to give you the scope for creativity, which often doesn’t exist when your problem solving is muddled.

Simon London: You were just talking about the seven-step process. That’s what’s written down in the book, but it’s a very McKinsey process as well. Without getting too deep into the weeds, let’s go through the steps, one by one. You were just talking about problem definition as being a particularly important thing to get right first. That’s the first step. Hugo, tell us about that.

Hugo Sarrazin: It is surprising how often people jump past this step and make a bunch of assumptions. The most powerful thing is to step back and ask the basic questions—“What are we trying to solve? What are the constraints that exist? What are the dependencies?” Let’s make those explicit and really push the thinking and defining. At McKinsey, we spend an enormous amount of time in writing that little statement, and the statement, if you’re a logic purist, is great. You debate. “Is it an ‘or’? Is it an ‘and’? What’s the action verb?” Because all these specific words help you get to the heart of what matters.

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Simon London: So this is a concise problem statement.

Hugo Sarrazin: Yeah. It’s not like “Can we grow in Japan?” That’s interesting, but it is “What, specifically, are we trying to uncover in the growth of a product in Japan? Or a segment in Japan? Or a channel in Japan?” When you spend an enormous amount of time, in the first meeting of the different stakeholders, debating this and having different people put forward what they think the problem definition is, you realize that people have completely different views of why they’re here. That, to me, is the most important step.

Charles Conn: I would agree with that. For me, the problem context is critical. When we understand “What are the forces acting upon your decision maker? How quickly is the answer needed? With what precision is the answer needed? Are there areas that are off limits or areas where we would particularly like to find our solution? Is the decision maker open to exploring other areas?” then you not only become more efficient, and move toward what we call the critical path in problem solving, but you also make it so much more likely that you’re not going to waste your time or your decision maker’s time.

How often do especially bright young people run off with half of the idea about what the problem is and start collecting data and start building models—only to discover that they’ve really gone off half-cocked.

Hugo Sarrazin: Yeah.

Charles Conn: And in the wrong direction.

Simon London: OK. So step one—and there is a real art and a structure to it—is define the problem. Step two, Charles?

Charles Conn: My favorite step is step two, which is to use logic trees to disaggregate the problem. Every problem we’re solving has some complexity and some uncertainty in it. The only way that we can really get our team working on the problem is to take the problem apart into logical pieces.

What we find, of course, is that the way to disaggregate the problem often gives you an insight into the answer to the problem quite quickly. I love to do two or three different cuts at it, each one giving a bit of a different insight into what might be going wrong. By doing sensible disaggregations, using logic trees, we can figure out which parts of the problem we should be looking at, and we can assign those different parts to team members.

Simon London: What’s a good example of a logic tree on a sort of ratable problem?

Charles Conn: Maybe the easiest one is the classic profit tree. Almost in every business that I would take a look at, I would start with a profit or return-on-assets tree. In its simplest form, you have the components of revenue, which are price and quantity, and the components of cost, which are cost and quantity. Each of those can be broken out. Cost can be broken into variable cost and fixed cost. The components of price can be broken into what your pricing scheme is. That simple tree often provides insight into what’s going on in a business or what the difference is between that business and the competitors.

If we add the leg, which is “What’s the asset base or investment element?”—so profit divided by assets—then we can ask the question “Is the business using its investments sensibly?” whether that’s in stores or in manufacturing or in transportation assets. I hope we can see just how simple this is, even though we’re describing it in words.

When I went to work with Gordon Moore at the Moore Foundation, the problem that he asked us to look at was “How can we save Pacific salmon?” Now, that sounds like an impossible question, but it was amenable to precisely the same type of disaggregation and allowed us to organize what became a 15-year effort to improve the likelihood of good outcomes for Pacific salmon.

Simon London: Now, is there a danger that your logic tree can be impossibly large? This, I think, brings us onto the third step in the process, which is that you have to prioritize.

Charles Conn: Absolutely. The third step, which we also emphasize, along with good problem definition, is rigorous prioritization—we ask the questions “How important is this lever or this branch of the tree in the overall outcome that we seek to achieve? How much can I move that lever?” Obviously, we try and focus our efforts on ones that have a big impact on the problem and the ones that we have the ability to change. With salmon, ocean conditions turned out to be a big lever, but not one that we could adjust. We focused our attention on fish habitats and fish-harvesting practices, which were big levers that we could affect.

People spend a lot of time arguing about branches that are either not important or that none of us can change. We see it in the public square. When we deal with questions at the policy level—“Should you support the death penalty?” “How do we affect climate change?” “How can we uncover the causes and address homelessness?”—it’s even more important that we’re focusing on levers that are big and movable.

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Simon London: Let’s move swiftly on to step four. You’ve defined your problem, you disaggregate it, you prioritize where you want to analyze—what you want to really look at hard. Then you got to the work plan. Now, what does that mean in practice?

Hugo Sarrazin: Depending on what you’ve prioritized, there are many things you could do. It could be breaking the work among the team members so that people have a clear piece of the work to do. It could be defining the specific analyses that need to get done and executed, and being clear on time lines. There’s always a level-one answer, there’s a level-two answer, there’s a level-three answer. Without being too flippant, I can solve any problem during a good dinner with wine. It won’t have a whole lot of backing.

Simon London: Not going to have a lot of depth to it.

Hugo Sarrazin: No, but it may be useful as a starting point. If the stakes are not that high, that could be OK. If it’s really high stakes, you may need level three and have the whole model validated in three different ways. You need to find a work plan that reflects the level of precision, the time frame you have, and the stakeholders you need to bring along in the exercise.

Charles Conn: I love the way you’ve described that, because, again, some people think of problem solving as a linear thing, but of course what’s critical is that it’s iterative. As you say, you can solve the problem in one day or even one hour.

Charles Conn: We encourage our teams everywhere to do that. We call it the one-day answer or the one-hour answer. In work planning, we’re always iterating. Every time you see a 50-page work plan that stretches out to three months, you know it’s wrong. It will be outmoded very quickly by that learning process that you described. Iterative problem solving is a critical part of this. Sometimes, people think work planning sounds dull, but it isn’t. It’s how we know what’s expected of us and when we need to deliver it and how we’re progressing toward the answer. It’s also the place where we can deal with biases. Bias is a feature of every human decision-making process. If we design our team interactions intelligently, we can avoid the worst sort of biases.

Simon London: Here we’re talking about cognitive biases primarily, right? It’s not that I’m biased against you because of your accent or something. These are the cognitive biases that behavioral sciences have shown we all carry around, things like anchoring, overoptimism—these kinds of things.

Both: Yeah.

Charles Conn: Availability bias is the one that I’m always alert to. You think you’ve seen the problem before, and therefore what’s available is your previous conception of it—and we have to be most careful about that. In any human setting, we also have to be careful about biases that are based on hierarchies, sometimes called sunflower bias. I’m sure, Hugo, with your teams, you make sure that the youngest team members speak first. Not the oldest team members, because it’s easy for people to look at who’s senior and alter their own creative approaches.

Hugo Sarrazin: It’s helpful, at that moment—if someone is asserting a point of view—to ask the question “This was true in what context?” You’re trying to apply something that worked in one context to a different one. That can be deadly if the context has changed, and that’s why organizations struggle to change. You promote all these people because they did something that worked well in the past, and then there’s a disruption in the industry, and they keep doing what got them promoted even though the context has changed.

Simon London: Right. Right.

Hugo Sarrazin: So it’s the same thing in problem solving.

Charles Conn: And it’s why diversity in our teams is so important. It’s one of the best things about the world that we’re in now. We’re likely to have people from different socioeconomic, ethnic, and national backgrounds, each of whom sees problems from a slightly different perspective. It is therefore much more likely that the team will uncover a truly creative and clever approach to problem solving.

Simon London: Let’s move on to step five. You’ve done your work plan. Now you’ve actually got to do the analysis. The thing that strikes me here is that the range of tools that we have at our disposal now, of course, is just huge, particularly with advances in computation, advanced analytics. There’s so many things that you can apply here. Just talk about the analysis stage. How do you pick the right tools?

Charles Conn: For me, the most important thing is that we start with simple heuristics and explanatory statistics before we go off and use the big-gun tools. We need to understand the shape and scope of our problem before we start applying these massive and complex analytical approaches.

Simon London: Would you agree with that?

Hugo Sarrazin: I agree. I think there are so many wonderful heuristics. You need to start there before you go deep into the modeling exercise. There’s an interesting dynamic that’s happening, though. In some cases, for some types of problems, it is even better to set yourself up to maximize your learning. Your problem-solving methodology is test and learn, test and learn, test and learn, and iterate. That is a heuristic in itself, the A/B testing that is used in many parts of the world. So that’s a problem-solving methodology. It’s nothing different. It just uses technology and feedback loops in a fast way. The other one is exploratory data analysis. When you’re dealing with a large-scale problem, and there’s so much data, I can get to the heuristics that Charles was talking about through very clever visualization of data.

You test with your data. You need to set up an environment to do so, but don’t get caught up in neural-network modeling immediately. You’re testing, you’re checking—“Is the data right? Is it sound? Does it make sense?”—before you launch too far.

Simon London: You do hear these ideas—that if you have a big enough data set and enough algorithms, they’re going to find things that you just wouldn’t have spotted, find solutions that maybe you wouldn’t have thought of. Does machine learning sort of revolutionize the problem-solving process? Or are these actually just other tools in the toolbox for structured problem solving?

Charles Conn: It can be revolutionary. There are some areas in which the pattern recognition of large data sets and good algorithms can help us see things that we otherwise couldn’t see. But I do think it’s terribly important we don’t think that this particular technique is a substitute for superb problem solving, starting with good problem definition. Many people use machine learning without understanding algorithms that themselves can have biases built into them. Just as 20 years ago, when we were doing statistical analysis, we knew that we needed good model definition, we still need a good understanding of our algorithms and really good problem definition before we launch off into big data sets and unknown algorithms.

Simon London: Step six. You’ve done your analysis.

Charles Conn: I take six and seven together, and this is the place where young problem solvers often make a mistake. They’ve got their analysis, and they assume that’s the answer, and of course it isn’t the answer. The ability to synthesize the pieces that came out of the analysis and begin to weave those into a story that helps people answer the question “What should I do?” This is back to where we started. If we can’t synthesize, and we can’t tell a story, then our decision maker can’t find the answer to “What should I do?”

Simon London: But, again, these final steps are about motivating people to action, right?

Charles Conn: Yeah.

Simon London: I am slightly torn about the nomenclature of problem solving because it’s on paper, right? Until you motivate people to action, you actually haven’t solved anything.

Charles Conn: I love this question because I think decision-making theory, without a bias to action, is a waste of time. Everything in how I approach this is to help people take action that makes the world better.

Simon London: Hence, these are absolutely critical steps. If you don’t do this well, you’ve just got a bunch of analysis.

Charles Conn: We end up in exactly the same place where we started, which is people speaking across each other, past each other in the public square, rather than actually working together, shoulder to shoulder, to crack these important problems.

Simon London: In the real world, we have a lot of uncertainty—arguably, increasing uncertainty. How do good problem solvers deal with that?

Hugo Sarrazin: At every step of the process. In the problem definition, when you’re defining the context, you need to understand those sources of uncertainty and whether they’re important or not important. It becomes important in the definition of the tree.

You need to think carefully about the branches of the tree that are more certain and less certain as you define them. They don’t have equal weight just because they’ve got equal space on the page. Then, when you’re prioritizing, your prioritization approach may put more emphasis on things that have low probability but huge impact—or, vice versa, may put a lot of priority on things that are very likely and, hopefully, have a reasonable impact. You can introduce that along the way. When you come back to the synthesis, you just need to be nuanced about what you’re understanding, the likelihood.

Often, people lack humility in the way they make their recommendations: “This is the answer.” They’re very precise, and I think we would all be well-served to say, “This is a likely answer under the following sets of conditions” and then make the level of uncertainty clearer, if that is appropriate. It doesn’t mean you’re always in the gray zone; it doesn’t mean you don’t have a point of view. It just means that you can be explicit about the certainty of your answer when you make that recommendation.

Simon London: So it sounds like there is an underlying principle: “Acknowledge and embrace the uncertainty. Don’t pretend that it isn’t there. Be very clear about what the uncertainties are up front, and then build that into every step of the process.”

Hugo Sarrazin: Every step of the process.

Simon London: Yeah. We have just walked through a particular structured methodology for problem solving. But, of course, this is not the only structured methodology for problem solving. One that is also very well-known is design thinking, which comes at things very differently. So, Hugo, I know you have worked with a lot of designers. Just give us a very quick summary. Design thinking—what is it, and how does it relate?

Hugo Sarrazin: It starts with an incredible amount of empathy for the user and uses that to define the problem. It does pause and go out in the wild and spend an enormous amount of time seeing how people interact with objects, seeing the experience they’re getting, seeing the pain points or joy—and uses that to infer and define the problem.

Simon London: Problem definition, but out in the world.

Hugo Sarrazin: With an enormous amount of empathy. There’s a huge emphasis on empathy. Traditional, more classic problem solving is you define the problem based on an understanding of the situation. This one almost presupposes that we don’t know the problem until we go see it. The second thing is you need to come up with multiple scenarios or answers or ideas or concepts, and there’s a lot of divergent thinking initially. That’s slightly different, versus the prioritization, but not for long. Eventually, you need to kind of say, “OK, I’m going to converge again.” Then you go and you bring things back to the customer and get feedback and iterate. Then you rinse and repeat, rinse and repeat. There’s a lot of tactile building, along the way, of prototypes and things like that. It’s very iterative.

Simon London: So, Charles, are these complements or are these alternatives?

Charles Conn: I think they’re entirely complementary, and I think Hugo’s description is perfect. When we do problem definition well in classic problem solving, we are demonstrating the kind of empathy, at the very beginning of our problem, that design thinking asks us to approach. When we ideate—and that’s very similar to the disaggregation, prioritization, and work-planning steps—we do precisely the same thing, and often we use contrasting teams, so that we do have divergent thinking. The best teams allow divergent thinking to bump them off whatever their initial biases in problem solving are. For me, design thinking gives us a constant reminder of creativity, empathy, and the tactile nature of problem solving, but it’s absolutely complementary, not alternative.

Simon London: I think, in a world of cross-functional teams, an interesting question is do people with design-thinking backgrounds really work well together with classical problem solvers? How do you make that chemistry happen?

Hugo Sarrazin: Yeah, it is not easy when people have spent an enormous amount of time seeped in design thinking or user-centric design, whichever word you want to use. If the person who’s applying classic problem-solving methodology is very rigid and mechanical in the way they’re doing it, there could be an enormous amount of tension. If there’s not clarity in the role and not clarity in the process, I think having the two together can be, sometimes, problematic.

The second thing that happens often is that the artifacts the two methodologies try to gravitate toward can be different. Classic problem solving often gravitates toward a model; design thinking migrates toward a prototype. Rather than writing a big deck with all my supporting evidence, they’ll bring an example, a thing, and that feels different. Then you spend your time differently to achieve those two end products, so that’s another source of friction.

Now, I still think it can be an incredibly powerful thing to have the two—if there are the right people with the right mind-set, if there is a team that is explicit about the roles, if we’re clear about the kind of outcomes we are attempting to bring forward. There’s an enormous amount of collaborativeness and respect.

Simon London: But they have to respect each other’s methodology and be prepared to flex, maybe, a little bit, in how this process is going to work.

Hugo Sarrazin: Absolutely.

Simon London: The other area where, it strikes me, there could be a little bit of a different sort of friction is this whole concept of the day-one answer, which is what we were just talking about in classical problem solving. Now, you know that this is probably not going to be your final answer, but that’s how you begin to structure the problem. Whereas I would imagine your design thinkers—no, they’re going off to do their ethnographic research and get out into the field, potentially for a long time, before they come back with at least an initial hypothesis.

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Hugo Sarrazin: That is a great callout, and that’s another difference. Designers typically will like to soak into the situation and avoid converging too quickly. There’s optionality and exploring different options. There’s a strong belief that keeps the solution space wide enough that you can come up with more radical ideas. If there’s a large design team or many designers on the team, and you come on Friday and say, “What’s our week-one answer?” they’re going to struggle. They’re not going to be comfortable, naturally, to give that answer. It doesn’t mean they don’t have an answer; it’s just not where they are in their thinking process.

Simon London: I think we are, sadly, out of time for today. But Charles and Hugo, thank you so much.

Charles Conn: It was a pleasure to be here, Simon.

Hugo Sarrazin: It was a pleasure. Thank you.

Simon London: And thanks, as always, to you, our listeners, for tuning into this episode of the McKinsey Podcast . If you want to learn more about problem solving, you can find the book, Bulletproof Problem Solving: The One Skill That Changes Everything , online or order it through your local bookstore. To learn more about McKinsey, you can of course find us at McKinsey.com.

Charles Conn is CEO of Oxford Sciences Innovation and an alumnus of McKinsey’s Sydney office. Hugo Sarrazin is a senior partner in the Silicon Valley office, where Simon London, a member of McKinsey Publishing, is also based.

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10 Problem-solving strategies to turn challenges on their head

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What is an example of problem-solving?

What are the 5 steps to problem-solving, 10 effective problem-solving strategies, what skills do efficient problem solvers have, how to improve your problem-solving skills.

Problems come in all shapes and sizes — from workplace conflict to budget cuts.

Creative problem-solving is one of the most in-demand skills in all roles and industries. It can boost an organization’s human capital and give it a competitive edge. 

Problem-solving strategies are ways of approaching problems that can help you look beyond the obvious answers and find the best solution to your problem . 

Let’s take a look at a five-step problem-solving process and how to combine it with proven problem-solving strategies. This will give you the tools and skills to solve even your most complex problems.

Good problem-solving is an essential part of the decision-making process . To see what a problem-solving process might look like in real life, let’s take a common problem for SaaS brands — decreasing customer churn rates.

To solve this problem, the company must first identify it. In this case, the problem is that the churn rate is too high. 

Next, they need to identify the root causes of the problem. This could be anything from their customer service experience to their email marketing campaigns. If there are several problems, they will need a separate problem-solving process for each one. 

Let’s say the problem is with email marketing — they’re not nurturing existing customers. Now that they’ve identified the problem, they can start using problem-solving strategies to look for solutions. 

This might look like coming up with special offers, discounts, or bonuses for existing customers. They need to find ways to remind them to use their products and services while providing added value. This will encourage customers to keep paying their monthly subscriptions.

They might also want to add incentives, such as access to a premium service at no extra cost after 12 months of membership. They could publish blog posts that help their customers solve common problems and share them as an email newsletter.

The company should set targets and a time frame in which to achieve them. This will allow leaders to measure progress and identify which actions yield the best results.

Perhaps you’ve got a problem you need to tackle. Or maybe you want to be prepared the next time one arises. Either way, it’s a good idea to get familiar with the five steps of problem-solving. 

Use this step-by-step problem-solving method with the strategies in the following section to find possible solutions to your problem.

1. Identify the problem

The first step is to know which problem you need to solve. Then, you need to find the root cause of the problem. 

The best course of action is to gather as much data as possible, speak to the people involved, and separate facts from opinions. 

Once this is done, formulate a statement that describes the problem. Use rational persuasion to make sure your team agrees .

2. Break the problem down 

Identifying the problem allows you to see which steps need to be taken to solve it. 

First, break the problem down into achievable blocks. Then, use strategic planning to set a time frame in which to solve the problem and establish a timeline for the completion of each stage.

3. Generate potential solutions

At this stage, the aim isn’t to evaluate possible solutions but to generate as many ideas as possible. 

Encourage your team to use creative thinking and be patient — the best solution may not be the first or most obvious one.

Use one or more of the different strategies in the following section to help come up with solutions — the more creative, the better.

4. Evaluate the possible solutions

Once you’ve generated potential solutions, narrow them down to a shortlist. Then, evaluate the options on your shortlist. 

There are usually many factors to consider. So when evaluating a solution, ask yourself the following questions:

• Will my team be on board with the proposition?
• Does the solution align with organizational goals ?
• Is the solution likely to achieve the desired outcomes?
• Is the solution realistic and possible with current resources and constraints?
• Will the solution solve the problem without causing additional unintended problems?

5. Implement and monitor the solutions

Once you’ve identified your solution and got buy-in from your team, it’s time to implement it. 

But the work doesn’t stop there. You need to monitor your solution to see whether it actually solves your problem. 

Request regular feedback from the team members involved and have a monitoring and evaluation plan in place to measure progress.

If the solution doesn’t achieve your desired results, start this step-by-step process again.

There are many different ways to approach problem-solving. Each is suitable for different types of problems. 

The most appropriate problem-solving techniques will depend on your specific problem. You may need to experiment with several strategies before you find a workable solution.

Here are 10 effective problem-solving strategies for you to try:

• Use a solution that worked before
• Brainstorming
• Work backward
• Use the Kipling method
• Draw the problem
• Use trial and error
• Sleep on it
• Get advice from your peers
• Use the Pareto principle
• Add successful solutions to your toolkit

Let’s break each of these down.

1. Use a solution that worked before

It might seem obvious, but if you’ve faced similar problems in the past, look back to what worked then. See if any of the solutions could apply to your current situation and, if so, replicate them.

2. Brainstorming

The more people you enlist to help solve the problem, the more potential solutions you can come up with.

Use different brainstorming techniques to workshop potential solutions with your team. They’ll likely bring something you haven’t thought of to the table.

3. Work backward

Working backward is a way to reverse engineer your problem. Imagine your problem has been solved, and make that the starting point.

Then, retrace your steps back to where you are now. This can help you see which course of action may be most effective.

4. Use the Kipling method

This is a method that poses six questions based on Rudyard Kipling’s poem, “ I Keep Six Honest Serving Men .” 

• What is the problem?
• Why is the problem important?
• When did the problem arise, and when does it need to be solved?
• How did the problem happen?
• Where is the problem occurring?
• Who does the problem affect?

Answering these questions can help you identify possible solutions.

5. Draw the problem

Sometimes it can be difficult to visualize all the components and moving parts of a problem and its solution. Drawing a diagram can help.

This technique is particularly helpful for solving process-related problems. For example, a product development team might want to decrease the time they take to fix bugs and create new iterations. Drawing the processes involved can help you see where improvements can be made.

6. Use trial-and-error

A trial-and-error approach can be useful when you have several possible solutions and want to test them to see which one works best.

7. Sleep on it

Finding the best solution to a problem is a process. Remember to take breaks and get enough rest . Sometimes, a walk around the block can bring inspiration, but you should sleep on it if possible.

A good night’s sleep helps us find creative solutions to problems. This is because when you sleep, your brain sorts through the day’s events and stores them as memories. This enables you to process your ideas at a subconscious level. 

If possible, give yourself a few days to develop and analyze possible solutions. You may find you have greater clarity after sleeping on it. Your mind will also be fresh, so you’ll be able to make better decisions.

8. Get advice from your peers

Getting input from a group of people can help you find solutions you may not have thought of on your own. 

For solo entrepreneurs or freelancers, this might look like hiring a coach or mentor or joining a mastermind group. 

For leaders , it might be consulting other members of the leadership team or working with a business coach .

It’s important to recognize you might not have all the skills, experience, or knowledge necessary to find a solution alone. 

9. Use the Pareto principle

The Pareto principle — also known as the 80/20 rule — can help you identify possible root causes and potential solutions for your problems.

Although it’s not a mathematical law, it’s a principle found throughout many aspects of business and life. For example, 20% of the sales reps in a company might close 80% of the sales. 

You may be able to narrow down the causes of your problem by applying the Pareto principle. This can also help you identify the most appropriate solutions.

10. Add successful solutions to your toolkit

Every situation is different, and the same solutions might not always work. But by keeping a record of successful problem-solving strategies, you can build up a solutions toolkit. 

These solutions may be applicable to future problems. Even if not, they may save you some of the time and work needed to come up with a new solution.

Improving problem-solving skills is essential for professional development — both yours and your team’s. Here are some of the key skills of effective problem solvers:

• Critical thinking and analytical skills
• Communication skills , including active listening
• Decision-making
• Planning and prioritization
• Emotional intelligence , including empathy and emotional regulation
• Time management
• Data analysis
• Research skills
• Project management

And they see problems as opportunities. Everyone is born with problem-solving skills. But accessing these abilities depends on how we view problems. Effective problem-solvers see problems as opportunities to learn and improve.

Ready to work on your problem-solving abilities? Get started with these seven tips.

1. Build your problem-solving skills

One of the best ways to improve your problem-solving skills is to learn from experts. Consider enrolling in organizational training , shadowing a mentor , or working with a coach .

2. Practice

Practice using your new problem-solving skills by applying them to smaller problems you might encounter in your daily life. 

Alternatively, imagine problematic scenarios that might arise at work and use problem-solving strategies to find hypothetical solutions.

3. Don’t try to find a solution right away

Often, the first solution you think of to solve a problem isn’t the most appropriate or effective.

Instead of thinking on the spot, give yourself time and use one or more of the problem-solving strategies above to activate your creative thinking. 

4. Ask for feedback

Receiving feedback is always important for learning and growth. Your perception of your problem-solving skills may be different from that of your colleagues. They can provide insights that help you improve. 

5. Learn new approaches and methodologies

There are entire books written about problem-solving methodologies if you want to take a deep dive into the subject. 

We recommend starting with “ Fixed — How to Perfect the Fine Art of Problem Solving ” by Amy E. Herman. 

6. Experiment

Tried-and-tested problem-solving techniques can be useful. However, they don’t teach you how to innovate and develop your own problem-solving approaches. 

Sometimes, an unconventional approach can lead to the development of a brilliant new idea or strategy. So don’t be afraid to suggest your most “out there” ideas.

7. Analyze the success of your competitors

Do you have competitors who have already solved the problem you’re facing? Look at what they did, and work backward to solve your own problem. 

For example, Netflix started in the 1990s as a DVD mail-rental company. Its main competitor at the time was Blockbuster. 

But when streaming became the norm in the early 2000s, both companies faced a crisis. Netflix innovated, unveiling its streaming service in 2007. 

If Blockbuster had followed Netflix’s example, it might have survived. Instead, it declared bankruptcy in 2010.

Use problem-solving strategies to uplevel your business

When facing a problem, it’s worth taking the time to find the right solution. 

Otherwise, we risk either running away from our problems or headlong into solutions. When we do this, we might miss out on other, better options.

Use the problem-solving strategies outlined above to find innovative solutions to your business’ most perplexing problems.

If you’re ready to take problem-solving to the next level, request a demo with BetterUp . Our expert coaches specialize in helping teams develop and implement strategies that work.

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Elizabeth Perry, ACC

Elizabeth Perry is a Coach Community Manager at BetterUp. She uses strategic engagement strategies to cultivate a learning community across a global network of Coaches through in-person and virtual experiences, technology-enabled platforms, and strategic coaching industry partnerships. With over 3 years of coaching experience and a certification in transformative leadership and life coaching from Sofia University, Elizabeth leverages transpersonal psychology expertise to help coaches and clients gain awareness of their behavioral and thought patterns, discover their purpose and passions, and elevate their potential. She is a lifelong student of psychology, personal growth, and human potential as well as an ICF-certified ACC transpersonal life and leadership Coach.

8 creative solutions to your most challenging problems

5 problem-solving questions to prepare you for your next interview, what are metacognitive skills examples in everyday life, what is lateral thinking 7 techniques to encourage creative ideas, 31 examples of problem solving performance review phrases, learn what process mapping is and how to create one (+ examples), leadership activities that encourage employee engagement, how much do distractions cost 8 effects of lack of focus, can dreams help you solve problems 6 ways to try, the pareto principle: how the 80/20 rule can help you do more with less, thinking outside the box: 8 ways to become a creative problem solver, 3 problem statement examples and steps to write your own, 10 examples of principles that can guide your approach to work, contingency planning: 4 steps to prepare for the unexpected, stay connected with betterup, get our newsletter, event invites, plus product insights and research..

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Encyclopedia

Writing with artificial intelligence, problem-solving strategies for writers: a review of research.

• © 2023 by Joseph M. Moxley - Professor of English - USF

Traditionally, in U.S. classrooms, the writing process is depicted as a series of linear steps (e.g., prewriting , writing , revising , and editing ). However, since the 1980s the writing process has also been depicted as a problem-solving process. This article traces the evolution of Linda Flower and John Hayes' problem-solving model of the writing process, and it provides you with an opportunity to illustrate your own writing process.

Table of Contents

What are Problem Solving Strategies for Writers?

As an alternative to imagining the writing process to be a series of steps or stages that writers work through in linear manner or as a largely mysterious, creative processes informed by embodied knowledge , felt sense , and inner speech, Linda Flower and John Hayes suggested in 1977 that writing should be thought of as a “thinking problem,” a “problem-solving process,” or “cognitive problem solving process”:

“We frequently talk of writing as if it were a series of independent temporally bounded actions (e.g.,  pre-writing ,  writing ,  rewriting ). It is more accurate to see it as a hierarchical set of subproblems arranged under a goal or set of goals. The process then is an iterative one. For each subproblem along the way — whether it is making a logical connection between hazy ideas, or finding a persuasive tone — the writer may draw on a whole repertoire of procedures and heuristics” (Flower & Hayes, 1977, p. 460-461).

Examples of Problem-Solving Strategies

• Rhetorical analysis , rhetorical reasoning
• Engage in logical reasoning
• Engaging in the information literacy perspectives and practices of educated, critical readers
• Working with others during the writing process , such as brainstorming ideas together, collaborating on a draft , or writing as part of a team .
• Sharing drafts with peers and giving each other constructive feedback . This can help writers see their work from different perspectives and identify areas for improvement that they might have overlooked.
• Seeking guidance from more experienced writers or instructors, such as a teacher, tutor, or writing center consultant. This can involve discussing writing challenges, getting feedback on drafts , or learning new writing strategies .
• Talking through ideas with others before and during the writing process . This can help writers clarify their thoughts, explore different viewpoints, and generate new ideas.
• In group writing projects, members might need to negotiate on various aspects, like the division of tasks, the main argument or focus of the piece, or the style and tone of the writing .
• Considering the needs, expectations, and perspectives of the intended readers. This can influence many aspects of the writing, from the overall structure and argument to the choice of language and examples.
• Defining what one wants to achieve with a piece of writing, be it a specific grade, clarity of argument , or a certain word count.
• Finding ways to stay motivated during the writing process, such as breaking the task into manageable pieces, rewarding oneself after reaching certain milestones, or focusing on the value and relevance of the task.
• Managing feelings of frustration, anxiety, or boredom that may arise during the writing process. This might involve taking breaks, practicing mindfulness, or reframing negative thoughts.
• Organizing one’s time effectively to meet deadlines and avoid last-minute stress. This might involve creating a writing schedule, setting aside specific times for writing, or using tools like timers or apps to stay focused.
• Regularly reflecting on one’s writing process and progress, identifying strengths and areas for improvement, and making adjustments as necessary.
• Critically reviewing one’s own writing to identify potential improvements, before getting feedback from others.
• Thinking about one’s own thinking or writing process involves setting goals, self-monitoring one’s progress, and adjusting tactics as needed.

Review of Research

Initially, in 1977, the problem-solving model was fairly simple: it focused on the writer’s memory, the task environment (aka the rhetorical situation ), prewriting , and reviewing. By 2014, following multiple iterations, the model had become more sophisticated, adding layers of complexity, such as the writer’s motivation, their knowledge of design schemas (given the visual turn in writing ), their intrapersonal and intrapersonal competencies , and their access to production technologies (aka, new writing spaces).

In 1980 Hayes and Flower introduced their cognitive process model in “Identifying the Organization of Writing Processes.” Then, in 1981, they elaborated on that model in “A Cognitive Process Theory of Writing,” an article published in College Composition and Communication , a leading journal in writing studies .

As suggested by the above illustration, Flower and Hayes conceptualized the writing process to be composed of three major cognitive activities:

• planning – Writers set goals and establish a plan for writing the document.
• translating – Writers translate thought into words
• reviewing – Writers detect and correct “weaknesses in the text with respect to language conventions and accuracy of meaning” (p. 12).

They also introduced the concept of a “monitor” to account for how writers switch between planning, translating, and reviewing based on the writer’s assessment of the text.

Later, in “Modeling and Remodeling Writing” (2012), provided a more robust, complex model of the writing process. In his revision, Hayes omitted the concept of the monitor and he suggested that composing occurs on three levels:

• Control Level This level addresses (1) the writer’s motivation; (2) their ability to set goals (plan, write, revise); (3) their familiarity with writing schemas; (4) their current plan
• Process Level This level focuses on (1) the task environment and (2) the writing process itself, detailing the interactions between the writer, the task, and the context in which writing occurs. Writing Processes: 1. The Evaluator (e.g., a teacher, boss, or client); 2. The Proposer; 3. The Translator; 4. The Transcriber. Task Environment: 1. Collaborators & Critics; 2. Transcribing Technology; 3. Task Materials, Written Plans; 4. Text Written So Far
• working memory, which is responsible for temporarily storing and manipulating information during the writing process
• long-term memory, which stores knowledge about language, genre conventions, and prior experiences with writing tasks
• attention, which allows writers to focus on specific aspects of the task while filtering out irrelevant information
• reading, which references the writer’s literary history, what they’ve read and how conversant they are with ongoing scholarly conversations about the topic.

Some key differences and improvements in the 2012 model include:

• The 2012 model introduces additional cognitive components, such as working memory and motivation , which were not explicitly addressed in the original model.
• The 2012 model endeavors to account for the social aspects of writing, including collaboration and communication with others during the writing process.
• The original Hayes-Flower model presented the writing subprocesses (planning, translating, and reviewing) in a linear fashion. However, the 2012 model emphasizes that these processes are recursive and iterative, meaning that writers continually move back and forth between these stages as they write, revise, and refine their work.
• The updated model aims to addresses the impact of digital technologies on the writing process, acknowledging that the use of computers, word processing software, and online resources can significantly influence how writers plan, compose, and revise their texts.

In 2014, Hayes, in collaboration with three other colleagues (Leijten et al. 2014), once again revised his model of the composing processes. Leijten et al. argue that writing processes have changed significantly since Hayes’ 2012 revision thanks to the development and adoption of new digital technologies. They were especially interested in online collaboration tools used in the work place.

As illustrated below, in the revised model, Leijten et al. added “design schemas” (e.g., graphics, drawings, photographs, and other visuals) to the control level. At the process level, they added graphics to the text the writer had produced thus far. They also included motivation management at the resource level to address the fatigue and conflicts that can set in during long projects involving many steps and people. Perhaps most importantly, they added a searcher to the writing process to account for how open the writer is to strategic searching or how open they are to new information that contradicts previous information .

A Fun Exercise

One of the takeaways from research on writer’s composing processes is that we’re all special snowflakes: we each have our unique processes for generating, research, and writing.

To gain some insight into your own writing processes, why not draw it?

• Get your crayons out or whatever writing tools you use to draw.
• Draft your own vision of the writing process.
• Write a narrative that explains your drawing.

Hayes, J. R., & Flower, L. (1980). Identifying the Organization of Writing Processes. In L. W. Gregg, & E. R. Steinberg (Eds.), Cognitive Processes in Writing: An Interdisciplinary Approach (pp. 3-30). Hillsdale, NJ: Lawrence Erlbaum.  

Hayes, J. R. (2012). Modeling and remodeling writing. Written Communication, 29(3), 369-388. https://doi: 10.1177/0741088312451260

Hayes, J. R., & Flower, L. S. (1986). Writing research and the writer. American Psychologist, 41(10), 1106-1113. https://doi.org/10.1037/0003-066X.41.10.1106

Leijten, Van Waes, L., Schriver, K., & Hayes, J. R. (2014). Writing in the workplace: Constructing documents using multiple digital sources. Journal of Writing Research, 5(3), 285–337. https://doi.org/10.17239/jowr-2014.05.03.3

Brevity - Say More with Less

Clarity (in Speech and Writing)

Coherence - How to Achieve Coherence in Writing

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Overcoming Challenges in A Level Maths Revision: How to Tackle Tricky Problems

A Level Mathematics is renowned for its depth and complexity. While it offers a stimulating intellectual challenge, students often encounter hurdles when revising tricky problems. Understanding how to navigate these challenges effectively can significantly impact exam performance. Let’s delve into strategies that can aid in overcoming these obstacles during A Level Maths revision .

Acknowledging the Nature of Tricky Problems

Tricky problems in A Level Maths often arise from their multifaceted nature. These questions demand a comprehensive understanding of concepts, requiring students to apply various theorems, formulas, and methodologies in unconventional scenarios. This complexity might intimidate students, leading to anxiety and uncertainty during revision.

Strategy 1: Strengthen Fundamental Concepts

The foundation of tackling tricky problems is deeply rooted in a thorough understanding of fundamental concepts. Rather than solely focusing on memorizing formulas, it’s crucial to delve into the underlying principles. Building a robust comprehension of core topics like calculus, algebra, trigonometry, and geometry involves more than surface-level knowledge. It requires immersing oneself in the logic behind the concepts. By understanding the theorems, properties, and their practical applications, students can discern patterns and connections, enabling them to approach complex problems with greater confidence and clarity.

Strategy 2: Practice, Practice, Practice

Practice is an indispensable element in mastering A Level Maths problems, particularly the challenging ones. Starting with simpler problems and gradually advancing to more intricate ones is a progressive approach. Engaging with a diverse range of questions sourced from textbooks, past papers, and supplementary materials exposes students to a spectrum of problem-solving methodologies. Through this iterative process, students refine their skills, develop problem-solving strategies, and learn to adapt their approaches based on the nuances of each question. Consistent practice not only enhances proficiency but also fosters familiarity with various problem types, building resilience in tackling complex mathematical challenges.

Strategy 3: Break Down Complex Problems

Encountering a daunting problem in A Level Maths can feel overwhelming, but breaking it down into smaller, more manageable sections can be a game-changer. This strategy involves dissecting the problem into its fundamental components and identifying the key concepts necessary for its resolution. By deconstructing the problem, students can focus on understanding each segment independently. This step-by-step analysis facilitates a deeper comprehension of individual elements before integrating them to tackle the problem as a cohesive whole. During A Level Maths revision , this methodical approach not only simplifies seemingly complex tasks but also instils confidence in approaching intricate problems systematically.

Strategy 4: Utilize Multiple Resources

Diversifying study materials is pivotal in A Level Maths revision. Exploring a range of resources such as textbooks, online platforms, video tutorials, and supplementary guides offers multifaceted perspectives and explanations. Different resources provide varying teaching styles and approaches to explaining challenging topics. By harnessing these diverse resources, students gain access to a plethora of insights into problem-solving techniques. Each resource contributes unique methodologies and explanations, enriching the learning experience and offering alternative ways to comprehend difficult concepts. This approach enhances adaptability and equips students with a comprehensive toolkit for addressing diverse problem types.

Strategy 5: Seek Help and Collaboration

Seeking assistance from teachers, tutors, or peers is an invaluable strategy when confronting challenging problems in A Level Maths. Embracing collaboration fosters a supportive learning environment where individuals can share diverse perspectives, strategies, and insights. Collaborative problem-solving not only encourages the exchange of ideas but also allows for the exploration of different approaches to tackle complex mathematical problems. Engaging in discussions, explaining problems to others, or collectively brainstorming solutions can illuminate alternative problem-solving paths. It strengthens overall understanding through shared learning experiences.

Strategy 6: Embrace Mistakes as Learning Opportunities

Embracing mistakes as integral aspects of the learning journey is essential in A Level Maths revision . Rather than viewing errors as setbacks, consider them valuable learning opportunities. Analysing mistakes allows students to identify the root causes, rectify misconceptions, and deepen their understanding of concepts. By critically assessing errors, students develop a heightened awareness of problem-solving strategies and refine their approaches. This process of learning from mistakes fortifies problem-solving skills and cultivates resilience and a growth mindset, empowering students to approach future challenges with confidence and adaptability.

Strategy 7: Time Management and Exam Practice

Effective time management is pivotal during A Level Maths exams . Practising problem-solving within specified time limits replicates exam conditions, enhancing preparedness. Allocating appropriate time to different types of problems, categorizing them based on difficulty, allows for a structured approach. Handling simpler questions first aids in building momentum and confidence before tackling more challenging ones. Prioritizing time allocation for trickier problems ensures sufficient attention is given to complex tasks without compromising the completion of the entire paper. This strategic distribution of time optimizes performance and ensures comprehensive coverage of the exam.

Strategy 8: Maintain a Positive Mindset

Maintaining a positive mindset when facing challenging problems in A Level Maths is indispensable. Approaching complex questions with confidence and determination significantly impacts problem-solving efficacy. Believing in one’s ability to decipher intricate problems fosters a proactive attitude towards overcoming obstacles. A positive mindset cultivates focus, diminishes anxiety, and instils a sense of perseverance when dealing with difficult mathematical concepts. It not only enhances concentration but also encourages resilience, empowering students to tackle challenging problems with a constructive outlook and unwavering determination.

Real-Life Applications and Examples

Relating mathematical concepts to real-life applications can aid in understanding and solving complex problems. Illustrate how mathematical theories are employed in practical scenarios. Visualizing real-world applications can demystify complex problems, making them more relatable and easier to comprehend.

Final thoughts 

Overcoming challenges in A Level Maths revision , particularly when tackling tricky problems, demands a multi-faceted approach. Strengthening fundamental concepts, extensive practice, breaking down complex problems, utilizing diverse resources, seeking help, embracing mistakes, time management, maintaining a positive mindset, and linking concepts to real-life applications are all integral components in mastering difficult mathematical problems.

By employing these strategies diligently, students can enhance their problem-solving abilities, build confidence, and navigate the intricate landscape of A Level Maths, ultimately preparing themselves more effectively for success in their examinations. Apart from Maths, if you are looking for an A Level Physics tutor , choose Exam Tips . 

If you, or your parents would like to find out more, please just get in touch via email at [email protected] or call us on 0800 689 1272 . 

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Journal of the international society for design and development in education, introduction, the value of critiquing alternative problem solving strategies., development of the problem solving lessons: the designers’ remit, an example of a problem-solving lesson., sample and data collection, potential uses of “sample student work”, the design and form of sample student work, students needed exposure to a wide range of methods, difficulties in using sample student work in the classroom., discussion of the design issues raised, acknowledgements, about the authors.

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Developing students’ strategies for problem solving in mathematics:

The role of pre-designed “sample student work”, sheila evans and malcolm swan centre for research in mathematics education university of nottingham, england.

This paper describes a design strategy that is intended to foster self and peer assessment and develop students’ ability to compare alternative problem solving strategies in mathematics lessons. This involves giving students, after they themselves have tackled a problem, simulated “sample student work” to discuss and critique. We describe the potential uses of this strategy and the issues that have arisen during trials in both US and UK classrooms. We consider how this approach has the potential to develop metacognitive acts in which students reflect on their own decisions and planning actions during mathematical problem solving.

An accompanying paper in this volume ( Swan & Burkhardt 2014 ) outlines the rationale, design and structure of the lesson materials developed in the Mathematics Assessment Project (MAP) [1] . In short, the MAP team has designed and developed over one hundred Formative Assessment Lessons (FALs) to support US Middle and High Schools in implementing the new Common Core State Standards for Mathematics. Each lesson consists of student resources and an extensive teacher guide. About one-third of these lessons involves the tackling of non-routine, problem-solving tasks. The aim of these lessons is to use formative assessment to develop students’ capacity to apply mathematics flexibly to unstructured problems, both from pure mathematics and from the real world. These non-routine lessons are freely available on the web: http://map.mathshell.org.uk

One challenge in designing the FALs was to incorporate aspects of self and peer-assessment, activities that have regularly been associated with significant learning gains ( Black & Wiliam 1998a ). These gains appear to be due to the reflective, self-monitoring or metacognitive habits of mind generated by such activity. As Schoenfeld ( 1983 , 1985, 1987, 1992 ) demonstrated, expert problem solvers frequently engage in metacognitive acts in which they step back and reflect on the approaches they are using. They ask themselves planning and monitoring questions, such as: ‘Is this going anywhere? Is there a helpful way I might represent this problem differently?’ They bring to mind alternative approaches and make selections based on prior experience. In contrast, novice problem solvers are often observed to become fixated on an approach and pursue it relentlessly, however unprofitably. Self and peer assessment appear to allow students to step back in a similar manner and allow ‘ working through tasks’ to be replaced by ‘ working on ideas’ . Our design challenge was therefore to incorporate opportunities into our lessons for students to develop the facility to engage in metacognitive acts in which they consider and evaluate alternative approaches to non-routine problems.

One of the practices from the Common Core State Standards that we sought to specifically address in this way, was: Construct viable arguments and critique the reasoning of others. Part of this standard reads as follows:

Mathematically proficient students are able to compare the effectiveness of two plausible arguments, distinguish correct logic or reasoning from that which is flawed, and—if there is a flaw in an argument—explain what it is. Students at all grades can listen or read the arguments of others, decide whether they make sense, and ask useful questions to clarify or improve the arguments. ( NGA & CCSSO 2010 , p. 6)

A possible design strategy was to construct “sample student work” for students to discuss, critique and compare with their own ideas. In this paper we describe the reasons for this approach and the outcomes we have observed when this was used in classroom trials.

In a traditional classroom, a task is often used by the teacher to introduce a new technique, then students practice the technique using similar tasks. This is what some refer to as ‘Triple X’ teaching: ‘exposition, examples, exercises.’ There is no need for the teacher to connect or compare alternative approaches as it is predetermined that all students will solve each task using the same method. Any student difficulties are unlikely to surprise the teacher. This is not the case in a classroom where students employ different approaches to solve the same non-routine task; the teacher’s role is more demanding. Students may use unanticipated solution-methods and unforeseen difficulties may arise.

The benefits of learning mathematics by understanding, critiquing, comparing and discussing multiple approaches to a problem are well-known ( Pierce, et al. 2011 ; Silver, et al. 2005 ). Two approaches are commonly used: inviting students to solve each problem in more than one way, and allowing multiple methods to arise naturally within the classroom then having these discussed by the class. Both methods are difficult for teachers.

Instructional interventions intended to encourage students to produce alternative solutions have proved largely unsuccessful ( Silver, et al. 2005 ). It has been found that not only do students lack motivation to solve a problem in more than one way, but teachers are similarly reluctant to encourage them to do so ( Leikin & Levav-Waynberg 2007 ).

The second, perhaps more natural, approach is for students to share strategies within a whole class discussion. In Japanese classrooms, for example, lessons are often structured with four key components: Hatsumon (the teacher gives the class a problem to initiate discussion); Kikan-shido (the students tackle the problem in groups or individually); Neriage (a whole class discussion in which alternative strategies are compared and contrasted and through which consensus is sought) and finally the Matome , or summary ( Fernandez & Yoshida 2004 ; Shimizu 1999 ). Among these, the Neriage stage is considered to be the most crucial. This term, in Japanese refers to kneading or polishing in pottery, where different colours of clay are blended together. This serves as a metaphor for the considering and blending of students’ own approaches to solving a mathematics problem. It involves great skill on the part of the teacher, as she must select student work carefully during the Kikan-shido phase and sequence the work in a way that will elicit the most profitable discussions. In the Matome stage of the lesson, the Japanese teachers will tend to make a careful final comment on the mathematical sophistication of the approaches used. The process is described by Shimizu:

Based on the teacher’s observations during Kikan-shido, he or she carefully calls on students to present their solution methods on the chalkboard, selecting the students in a particular order. The order is quite important both for encouraging those students who found naive methods and for showing students’ ideas in relation to the mathematical connections among them. In some cases, even an incorrect method or error may be presented if the teacher thinks this would be beneficial to the class. Once students’ ideas are presented on the chalkboard, they are compared and contrasted orally. The teacher’s role is not to point out the best solution but to guide the discussion toward an integrated idea. ( Shimizu 1999 , p110)

In part, perhaps, influenced by the Japanese approaches, other researchers have also adopted similar models for structuring classroom activity. They too emphasize the importance of: anticipating student responses to cognitively demanding tasks; careful monitoring of student work; discerning the mathematical value of alternative approaches in order to scaffold learning; purposefully selecting solution-methods for whole class discussion; orchestrating this discussion to build on the collective sense-making of students by intentionally ordering the work to be shared; helping students make connections between and among different approaches and looking for generalizations; and recognizing and valuing students’ constructed solutions by comparing this with existing valued knowledge, so that they may be transformed into reusable knowledge ( Brousseau 1997 ; Chazan & Ball 1999 ; Lampert 2001 ; Stein, et al. 2008 ). However, this is demanding on teachers. The teachers’ concern that students participate in these discussions by sharing ideas with the whole class often becomes the main goal of the activity. Often researchers observe teachers sticking to a ‘show and tell’ approach rather than discussing the ideas behind the solutions in any depth. Student talk is often prioritized over peer learning ( Stein, et al. 2008 ). Merely accepting answers, without attempting to critique and synthesize individual contributions does guarantee participation, is less demanding on the teacher, but can constrain the development of mathematical thinking ( Mercer 1995 )

In our work prior to the Mathematics Assessment Project (MAP) project, however, we have found that approaches which rely on teachers selecting and discussing students’ own work are problematic when the mathematical problems are both non-routine and involve substantial chains of reasoning. Teachers have only limited time to spend with each group during the course of a lesson. They find it extremely difficult to monitor and interpret extended student reasoning as this can be poorly articulated or expressed. Most of the ‘problems’ discussed in the research literature are short and contain only a few steps, so the selection of student work is relatively straightforward. We have attempted to tackle this issue by suggesting teachers allow students time to work on the problems individually in advance of the lesson, and then collect in these early ideas and attempt to interpret the approaches before the formative assessment lesson itself. This time gap does allow teachers an opportunity to anticipate student responses in the lesson and prepare formative feedback in the form of written and oral questions. In addition, we have suggested that group work is undertaken using shared resources and is presented on posters so that student reasoning becomes more visible to the teacher as he or she is monitoring work. The selection and presentation of student approaches remains difficult however, partly because the responses are so complex that other students have difficulty understanding them. We often witness ‘show and tell’ events where the students present their approach only to be greeted with a silent incomprehension from their peers.

One possible solution we explore in the rest of this paper, is the use of pre-prepared “sample student work”. This is carefully designed, handwritten material that simulates how students may respond to a problem. The handwritten nature conveys to students that this work may contain errors and may be incomplete. The task for students is to critique each piece and compare the approaches used, with each other and with their own, before returning to improve their own work on the problem.

Here, we explore the use of sample student work in the classroom. We first describe how the sample student work fits into the design of a problem solving FALs; then consider its potential uses, its design and form and then the difficulties that have been observed as it has been used within the classroom. We conclude by discussing the design issues raised and possible directions for future research.

The design of the MAP lessons has been explained elsewhere in this volume ( Swan & Burkhardt 2014 ), so we refrain from repeating that here. The process was based on design research principles, involving theory-driven iterative cycles of design, enactment, analysis and redesign ( Barab & Squire 2004 ; Bereiter 2002 ; Cobb, et al. 2003 ; DBRC 2003 , p. 5; Kelly 2003 ; van den Akker, et al. 2006 ). Each lesson was developed, through two iterative design cycles, with each lesson being trialed in three or four US classrooms between each revision. Revisions were based on structured, detailed feedback from experienced observers of the materials in use in classrooms. The intention was to develop robust designs that may be used more widely by teachers, without further support.

The remit for the designers was to create lessons that had clarity of purpose and would maximize opportunities for students to make their reasoning visible to each other and their teacher. This was intended to ensure the alignment of teacher and student learning goals, to enable teachers to adapt and respond to student learning needs in the classroom, and to enable teachers to follow-up lessons appropriately ( Black & Wiliam 1998a , 1998b; Leahy, et al. 2005 ; Swan 2006 ). The lessons were designed to draw on a range of important mathematical content, be engaging and feature high-level cognitive challenges. They were intended to be accessible, allowing multiple entry points and solution strategies. This allowed students to approach the task in different ways based on their prior knowledge. The lessons were also designed to encourage decision-making, leading to a sense of student ownership. Opportunities for students to conjecture, review and make connections were embedded. Finally, the lessons were designed to provide opportunities for students to compare and critique multiple solution-methods ( Figure 1 Figure 1 ).

Research indicates that it is not sufficient for teachers to be simply handed non-routine tasks. Lessons such as these can proceed in unexpected ways and, without teacher guidance, can often result in teachers reducing the cognitive demands of the task and the corresponding learning opportunities ( Stein, et al. 1996 ). In order to support teachers in developing skills to successfully work with these lessons, detailed guides were written. The guides outline the structure of each lesson, clearly stating the designers’ intentions, suggestions for formative assessment, examples of issues students may face and offering detailed pedagogical guidance for the teacher.

In Figure 2 we offer one example of a problem-solving task [2] , and below outline a typical lesson structure:

• An unscaffolded problem is tackled individually by students Students are given about 20 minutes to tackle the problem without help, and their initial attempts are collected in by the teacher.
• Teachers assess a sample of the work The teacher reviews the sample and identifies the main issues that need addressing in the lesson. We describe the common issues ( Figure 3 ) that arise and suggest questions for the teacher to use to move students’ thinking forward. (In Having Kittens , these included: not developing a suitable representation, working unsystematically, not making assumptions explicit and so on).
• Groups work on the problem The teacher asks students to work together, sharing their initial ideas and attempt to arrive at a joint, group solution, that they can present on a poster. The pre-prepared strategic questions are posed to students that seem to be struggling.
• Students share different approaches Students visit each other’s posters and groups explain their approach. Alternatively a few group solutions may be displayed and discussed. This may help for example, to begin discussions on the assumptions made, and so on.

• Students discuss sample student work Students are given a range of sample student work that illustrate a range of possible approaches ( Figure 4 ). They are asked to complete, correct and/or compare these. In the Kittens example, students are asked to comment on the correct aspects of each piece, the assumptions made, and how the work may be improved. The teacher’s guide contains a detailed commentary on each piece. For example, for Wayne’s solution, the guide says: Wayne has assumed that the mother has six kittens after 6 months, and has considered succeeding generations. He has, however, forgotten that each cat may have more than one litter. He has shown the timeline clearly. Wayne doesn’t explain where the 6-month gaps have come from.
• Students improve their own solutions Students are given a further opportunity to act on what they have learned from each other and the sample student work.
• Whole class discussion to review learning points in the lesson The teacher holds a class discussion focusing on some aspects of the learning. For example, he or she may focus on the role of assumptions, the representations used, and the mathematical structure of the problem. This may also involve further references to the sample student work.
• Students complete a personal review questionnaire This simply invites students to reflect on how their understanding of the problem has evolved over the lesson andwhat they have learned from it.

Collect students’ responses to the task. Make some notes on what their work reveals about their current levels of understanding, and their different problem solving approaches. The purpose of doing this is to forewarn you of issues that will arise during the lesson itself, so that you may prepare carefully. We suggest that you do not score students’ work. The research shows that this will be counterproductive, as it will encourage students to compare their scores and will distract their attention from what they can do to improve their mathematics To, help students to make further progress by summarizing their difficulties as a series of questions. Some suggestions for these are given on the next page. These have been drawn from common difficulties observed in trials of this lesson unit. (extract from the Teacher Guide)

By drawing attention to common issues, the contents of the table can also support teachers to scaffold students learning both during the collaborative activity and whole class discussions.

Altogether, these formative assessment lessons were trialed by over 100 teachers in over 50 US schools. During the third year of the project, many of the problem solving lessons were also taught in the UK by eight secondary school teachers, with first-hand observation by the lesson designers.

Although teachers in all of these trials were invited to teach the lesson as outlined in the guide, we also made it clear that teachers should feel able to adapt the materials to accommodate the needs, interests and previous attainment of students, as well as the teacher’s own preferred ways of working. We recognized that teachers play the central role in transforming the design intentions and, inevitably, that some of these transformations would surprise the designers .

We examined all available observer reports on the problem solving lessons and elicited all references to sample student work. These comments were then categorized under specific themes such as ‘Errors in Sample Student Work’ or ‘Questions for students to answer about sample student work’. Additionally, observers completed a questionnaire ( Figure 5 Figure 5 ) designed specifically to help designers better understand how teachers use the sample student work and the supporting guide, and how this use has evolved over the course of the project. This data forms the basis of the findings from the US lesson trials.

The analysis of the UK data is ongoing. Before and after each FAL teachers were interviewed using a questionnaire ( Figure 6 Figure 6 ) intended to help designers better comprehend key teacher behaviors and understandings, such as how the teacher prepared for the lesson, what she perceived as the ‘big mathematical ideas’ of the lesson, what she had learnt from the lesson. At the end of the one-year project, teachers were interviewed about their experiences. Again the questions asked were shaped by the literature and issues that had arisen over the course of the project. For example, how teachers used the guide and their opinions on the sample student work. At the time of writing, all the final interviews have been analyzed, as have the pre and post lesson responses made by two of the teachers. We have also developed a framework to analyze whole class discussions. Twelve class discussions have been analyzed. This data forms the basis of the findings from the UK lesson trials.

During the refinement of the lessons we have gradually become more aware that the purpose of sharing student approaches needs to be made explicit. By combining purposes inappropriately, we can undermine their effect. For example, if a sample approach is full of errors, the student may become so absorbed in working through the sample work that they fail to make comparisons between different pieces of work.

The following list describes some of the reasons we have designed sample student work:

To encourage a student that is stuck in one line of thinking to consider others If a student has struggled for some time with a particular approach, teachers are often tempted to suggest a specific approach. This can lead to subsequent imitative behavior by students. Alternatively the teacher may ask the student to consider other students’ attempts to solve the problem. This offers fresh insight and help without being directive.

“For students who have had trouble coming up with a solution, having the sample student work has helped them think of a way to organize or get started with the task. Since these students are having trouble getting a solution, they usually look over the various sample student work and pick one with which they feel most comfortable. Having Kittens was one task where students benefitted by seeing how other students organized their thinking”. (Observer comment from questionnaire)

To enable a student to make connections within mathematics Different approaches to a problem can facilitate connections between different elements of knowledge, thereby creating or strengthening networks of related ideas and enabling students to achieve ‘a coherent, comprehensive, flexible and more abstract knowledge structure’ ( Seufert, et al. 2007 ).

“I did not routinely, except perhaps at A level, make connections between topics and now I am trying to incorporate this into my practice at a much lower level. The sample student work highlighted how traditional my approach was and how I followed quite a linear route of mathematical progression” (UK teacher during end-of-project interview)

Figure 7 Figure 7 shows an example of sample solutions provided in the FALs that provide students with opportunities to connect and compare different representations.

• To signal to students that mistakes are part of learning In so doing the stigma attached to being wrong may be reduced ( Staples 2007 ).
• To draw attention to common mathematical misconceptions A sample piece of student work may be chosen or carefully designed to embody a particular mathematical misconception. Students may then be asked to analyse the line of reasoning embedded in the work, and explain its defects.
• To compare alternative representations of a problem For modelling problems, many different representations are possible during the formulation stage. Typically these include verbal, diagrammatic, graphical, tabular and algebraic representations. Each has its own advantages and disadvantages, and through the comparison of these over a succession of problems, students may become more able to appreciate their power.
• To compare hidden assumptions It is often helpful to offer students two correct responses to a problem that arrive at very different solutions solely because different modelling assumptions have been made. This draws attention to the sensitivity of the solution to the variables within the problem. An example of this is provided by the sample solutions in Figure 3 .
• To draw students attention to valued criteria for assessment. Particularly when using tasks that involve problem solving and investigation, students often remain unsure of the educational purpose of the lesson and the criteria the teacher is using to judge the quality of their work ( Bell, et al. 1997 ). If they are asked, for example, to rank-order several pieces of sample student work according to given criteria (such as accuracy, quality of communication, elegance) they become more aware of such criteria. This can contribute significantly to the alignment of student and teacher objectives ( Leahy, et al. 2005 ). Also, engaging in another student’s thinking may strengthen students’ self-assessment skills.

Research suggests that students’ self-assessment capabilities may be enhanced if they are provided with existing solutions to work through and reflect upon. Carroll (1994) , for example, replaced students working through algebra problems with students studying worked examples. This was shown to be particularly effective with low-achievers because it reduced the cognitive load and allowed students to reflect on the processes involved.

In our work we have frequently found it necessary to design the ‘student work’ ourselves, rather than use examples taken straight from the classroom. This is often to ensure that the focus of students’ discussion will remain on those aspects of the work that we intend. For example, the work must be clear and accessible, if other students are to be able to follow the reasoning. If each piece of work is overlong, then students may find it difficult to apprehend the work as a whole, so that comparisons become difficult to make. If our created student work is too far removed (too easy or too difficult) from what the students themselves would or could do, then it loses credibility.

It was felt important to use handwritten work, as this communicates to students that the work is freshly created and has not been polished for publication. It reduces the perceived ‘authority’ of the mathematics presented, increases the likelihood that it may contain errors and introduces a third ‘person’ to the classroom who is unknown to the students. This anonymity can be advantageous; students do not know the mathematical prowess of the author. If it is known that a student with an established reputation for being ‘mathematically able’ has authored a solution then most will assume the solution is valid. Anonymity removes this danger. Making ‘student work’ anonymous also reduces the emotional aspects of peer review. Feedback from our early trials indicated that sometimes students were reserved and over-polite about one another’s work, reluctant to voice comments that could be perceived as negative. When outside work was introduced, they became more critical.

In the US trials, we found that, within a single class, the solution methods used by students were often similar in kind. This may be partly due to the common practice of US teachers to focus exclusively on each topic area for an extended period, thus making it likely that students will draw from that area when solving a problem. Alternatively, students may choose to use a solution method they assume is particularly valued, even when this might be inappropriate. The following observer comment would suggest that a numerical solution would be favored over a geometric one, for example:

Due to the ‘traditional’ approaches generally used here in the States, many teachers believe that ‘geometric’ solutions are NOT showing rigor or intelligence and that number is the best way. Students have internalized this… (Observer report)

In our experience, students are unlikely to draw autonomously on methods they are still unsure of or they have only just learned. The mathematics they choose to use will often relate back to mathematics used in earlier years. They may frequently resort, for example, to safe and inefficient ‘guess and check’ numerical methods, that they know they can rely on, rather than graphical or algebraic methods.

The difficulty of transferring methods from one context to another is a common theme in the research literature. For example, students may know how to figure out the gradient, intercept and the equation of a graph, but still find it challenging to recall and apply these concepts to a ‘real-world’ problem. One reason for the low degree of transfer is that students often recall concepts in a situation-specific manner, focusing mainly on surface features ( Gentner 1989 ; Medin & Ross 1989 ) rather than on the underlying mathematical principles. Our UK study supports these findings. On several occasions teachers taught a concept, in advance of the lesson, that they considered would help students to solve the problem and were subsequently surprised that students decided not to use it! Clearly, successful problem solving is not just about students’ knowledge - it is about how, when and whether they decide to use it ( Schoenfeld, 1992 , p. 44).

In the few cases where students did use a wide range of approaches, these rarely included strategies to match all the learning goals of the lesson. For example, students did not necessarily select different representations of the same concept, or use efficient, elegant or generalizable strategies. The mathematical learning opportunities were therefore limited.

For the above reasons we concluded that some fresh input of methods needed to be introduced into the classroom if students were to have opportunities to discuss alternative representations and powerful methods. This could perhaps come from the teacher, but that would then almost certainly remove the problem from students and result in students imitating the teacher’s method. Sample student work provides an alternative input that, as we have said, carries less authority.

In this section we outline a few of the main difficulties we observed when sample student work was used in US and UK classrooms.

Students were analyzing work in superficial ways

In our first version of the teacher’s guide, we suggested that the teacher could introduce the sample work to the class by writing the following instructions on the board:

Imagine you are the teacher and have to assess this work. Correct the work and write comments on the accuracy and organization of each response. Make some specific suggestions as to how the work may be improved.

Feedback from the US trials indicated that these instructions were inadequate. Teachers and students were not clear on the purposes of the activity, and student responses were superficial. For example, observers reported US teachers asking:

What is the math we want to have a conversation about? Do we want students to explain the method? Do we want each piece to stand-alone or should students compare and contrast strategies?

Observers reported that students were not digging deeply enough into the mathematics of each sample and, unless asked a direct question by the teacher, they often worked in silence, looking for errors without evaluating the overall solution strategy. Some students mimicked the feedback they often received from their teacher, providing comments such as ‘Awesome’, ‘Good answer’ or ‘Show a little more work’. A clear message came from the observers; the prompts in the guide needed to be more explicit and focus on the mathematics of the problem; scaffolding was required. The decision was therefore made to include more specific questions, such as:

What piece of information has Danny forgotten to use? What is the purpose of Lydia’s graph? What is the point of figuring out the slope and intercept?

Such questions appeared to make the purpose more discernable to teachers. Feedback from the US observers to these changes was encouraging:

I think the questions or prompts about each piece of student work really focus the students on the thinking, bring out the key mathematics and are a great improvement to the original lesson…Last year students just made judgment statements, but this year the comments were focused on the mathematics.

Not all teachers shared this view, however. In the UK, one teacher commented:

Students are being forced along a certain path as a way to engage with the sample student work. Rather, they [the questions] should be more open and students are then able to comment in any way they like. …. I think sometimes they feel themselves kind of shoehorning in certain types of answer.

This teacher preferred to simply ask students to explain the approach; describe what the student had done well and suggest possible improvements. This practice did encourage engagement, and students’ assessment criteria were made visible to the teacher, but at times the learning goals of the lesson were only superficially attended to.

In both the US and UK, many students focused on the appearance of the work, rather than on its content, with comments on the neatness of diagrams and handwriting. Many commented that the sample work was poorly explained, but did not go on to say clearly how it should be improved. Sample comments were: ‘she needs to explain it better’; ‘the diagrams should not be all over the place’. We attempted to remedy this by suggesting that, rather than just making suggestions for improvement, students should actually make improvements. One teacher commented that this focus on effective mathematical communication had resulted in her students writing fuller explanations when solving problems for themselves.

Students were focused on correcting errors, while ignoring holistic issues

The feedback from observers on the use of errors in sample student work presented us with a more complex issue. Observers commented that when understandings were fragile, the errors often made ‘the most complicated ideas more complicated’. It also became apparent from US feedback that when errors were found in sample student work, some students dismissed the solutions as undeserving of further analysis. Similarly, in UK classrooms students and teachers often assumed the only goal of the activity was to locate and correct errors. One UK teacher commented that when the student work was error-free, students were more inclined to make holistic comparisons of strategic approach.

This led us to look carefully at our purposes in using errors. We had originally included two different kinds of errors: procedural and conceptual. Procedural errors are common arithmetic or algebraic mistakes. Conceptual errors are symptoms of incorrect reasoning and are often more structural in nature. In response to feedback from observers, we removed many of the procedural errors. In many cases, however, the design decision was taken to retain conceptual errors that encourage students to understand the solution-method and its purpose.

For example, Figure 10 shows a problem solving task and Figure 11 shows three samples of student work. Each sample contains a conceptual error. Included in the guide is an explanation of these errors:

Ella draws a sample space in the form of an organized table. Although Ella clearly presents her work, she makes the mistake of including the diagonals. This means the same ball is selected twice. This is not possible, as the balls are not replaced. (Teacher’s guide) Anna assumes that there are only two outcomes (that the two balls are the same color or that they are different colors), so that the probabilities are equal. Anna does not take into account the changes in probabilities when a ball is removed from the bag and not replaced. Jordan does not take into account that the first ball is not replaced. When selecting the second ball there are only 5 balls in the bag, so these probability fractions should all have a denominator of 5.

In some lessons we decide that, rather than including errors, we invited students to complete unfinished responses. For example, in the Testing a New Product task ( Figure 12 ) students’ were asked to complete the tables in Penny and Aran’s work and the final column in Harry’s graph ( Figure 13 ).

They were then asked to describe the advantages and disadvantages of each approach to the problem. Most students in a UK trial of the lesson were able to complete the work, they understood the processes, and were able to work out the correct answers. They did however encounter difficulties interpreting the resulting figures in the context of the real-world situation. This struggle prompted students to consider how far each approach is fit for purpose: how well it each one tackles the problem of working with the four variables of packaging, fragrance, gender and preference, and how far useful conclusions may be reached using each approach.

Students were not given time to consider a sufficient range of sample student work

Initial feedback from observers indicated the lessons were taking longer than had been anticipated; teachers were giving out all pieces of sample student work, but there was often insufficient time for students to successfully evaluate and compare the different approaches. In response to this, designers included the following generic text to all lessons guides:

There may not be time, and it is not essential, for all groups to look at all sample responses. If this is the case, be selective about what you hand out. For example, groups that have successfully completed the task using one method will benefit from looking at different approaches. Other groups that have struggled with a particular approach may benefit from seeing another student’s work that uses the same strategy.

These instructions encourage students to critique and reflect on unfamiliar approaches, to explicate a process and to compare their own work with a similar approach; this, in turn could serve as a catalyst to review and revise their own work. Differentiating the allocation of sample student work in this way may however create problems in the whole class discussion, as not all of the students will have worked on the piece of work under discussion. This instruction places pedagogical demands on teachers, however. They have to again make rapid decisions on which piece of work to allocate to each group. In US trials, however, the suggested approach was not followed:

We have some teachers who give all the sample student work and let students choose the order and the amount they do. This might be less common. Others are very controlling and hand out certain pieces to each group. Others like a certain method to solve problems and like to use that one to model. I think this is a function of the teacher’s comfort level with control and students expectations. (Observer report)

It turned out that very few students were allowed sufficient time to work on all the pieces of sample student work or time to evaluate unfamiliar methods.

These issues were also a concern for the UK teachers. At the start of the project some were reluctant to issue all of the sample student work at the same time, for fear that students would be overwhelmed. As one teacher commented:

At the beginning (of the project) it was too much for pupils to take on all the different methods at once. Even towards the end I didn’t always give them all to them. I believed they became unsettled because the task felt too great. I felt they needed to get used to just looking at one piece first. I also picked out pieces of work that I felt within their ability they could access. (Teacher report)

Students were not using the sample student work to improve their own solutions

Although the teachers clearly recognized that a prime purpose of sample student work was to serve as a catalyst for students to ultimately improve their own solutions, there was little evidence of students subsequently changing their work apart from when they noticed numerical errors. While most students acknowledged that their work needed improving, many did not take the next step and improve it. Only students that were stuck were likely to adapt or use a strategy from the sample student work.

The problem solving lessons were designed to involve cycles of refinement of students’ solutions. They attempted the task individually, before the lesson, then in groups, then considered the sample work and then again were urged to improve their work a third time. For teachers that were used to students working through a problem once, then moving on, this was a substantial new demand.

It is clear that communicating complex pedagogic intentions is not easy. It is made easier by having some common framework with reference points. A strategic goal of these lessons was to build this infrastructure in teachers’ minds

Students were often not invited to make comparisons between the sample approaches.

As mentioned earlier in the paper, the design intention is for students to compare alternative problem solving approaches. As such, all lessons include whole-class discussion instructions of the following kind:

Ask students to compare the different methods: Which method did you like best? Why? Which method did you find most difficult to understand? Why? How could the student improve his/her answer? Did anyone come up with a method different from these?

Feedback from both the US and UK classrooms indicate that teachers rarely encouraged students to make such comparisons. There appear to be multiple reasons for this.

Time pressure was a frequently raised issue. Students need sufficient time to identify and reflect on the similarities and differences between methods and connect these to the constraints and affordances of each method in terms of the context of the problem. The whole class discussion was held towards the end of the lesson. These discussions were often brief or non-existent, possibly reflecting how teachers value the activity. A common assumption was that the important learning had already happened, in the collaborative activity.

Another factor may be lack of adequate support in the guide. Research indicates it is not enough to simply suggest that sample student work should be compared, there need to be instructional prompts that draw students’ attention to the similarities and differences of methods ( Chazan & Ball 1999 ). Teachers and students need criteria for comparison to frame the discussion ( Gentner, et al. 2003 ; Rittle-Johnson & Star 2009 ). Furthermore, these prompts should occur prior to the whole-class discussion. Students need time to develop their own ideas before sharing them with the class.

Rather than compare the different pieces of sample student work, UK students were consistently given the opportunity to compare one piece with their own. Students often used the sample to figure out errors either in their own or in the sample itself. One UK teacher noted that when groups were given the sample student work that most closely reflected their own solution-method, their comments appeared to be more thoughtful, whereas with unfamiliar solution-methods students often focused on the correctness of the result or the neatness of the drawing and did not perceive it as a solution-method they would use.

Most of the teachers involved in the trials had never before attempted to ask students to critique work in the ways described above. They reported that ‘getting inside another person’s head’ proved challenging and students learned to do this only gradually.

I think it has taken most of the year to get the kids to actually be able to look at a piece of work and follow it through to see what that person has done …..

One of the profound difficulties for designers is in trying to increase the possibilities for reflective activity in classrooms. The etymology of the word curriculum is from the Latin word for a race or a racecourse, which in turn is derived from the verb currere meaning to run. Perhaps unfortunately, that is precisely what it feels like for most students. The introduction of problem solving in general, and of analyzing sample student work in particular are seen by many as time-consuming activities that detract from the primary goal of improving procedural fluency or ‘learning more stuff’.

We are encouraged, however to see that the new Common Core State Standards place explicit value on the development of problem solving, mathematical practices and, in particular, on students being able to critique reasoning. Most students, we suspect, are not aware of this new agenda. Some years ago, we conducted an experiment to see whether students could identify the purposes of a number of different kinds of mathematics lesson. It became clear that students’ and teachers’ perceptions of the purposes of the lessons were only aligned for procedural mathematics. The mismatch between teacher and student perceptions was more pronounced as lessons became progressively more practices-oriented ( Swan, et al. 2000 ). There was some empirical evidence, however, that by introducing metacognitive activities into the classroom that this mismatch could be reduced. These included such activities as discussing key conceptual obstacles and common errors, explaining errors in sample student work – and orally reviewing the purpose of each lesson.

In this paper, we have seen that, left to themselves, students are unlikely to produce a wide range of qualitatively different solutions for comparison, and therefore it may be helpful to create samples of work to stimulate such reflective discussion. We have, however also noted that we have found it necessary to:

• discourage superficial analysis, by stating explicitly the purpose of the sample student work, and by asking specific questions that relate to this purpose;
• encourage holistic comparisons by making the sample student work short, accessible and clear, and by not including arithmetic and other low-level errors that distract the students’ attention away from the identified purpose;
• make the distribution of the sample student work more effective, by perhaps sequencing it so that successive pairwise comparisons of approaches can be made;
• offer students explicit opportunities to incorporate what they have learned from the sample work into their own solutions;
• offer the teachers support for the whole class discussion so that they can identify and draw out criteria for the comparison of alternative approaches.

From a designers’ perspective, it is natural to focus on the challenges in creating a design that may be used effectively by the target audiences. We may thus have given the impression that the lessons have been unsuccessful in achieving their goals. This, however, is far from the truth. These lessons are proving extremely popular with teachers and are currently being used as professional development tools across the US. They are also forming the basis for ‘lesson studies’ in both the US and the UK. In the lesson studies, they are viewed as ‘research proposals’ rather than ‘lesson plans’.

Teachers and observers have described on many occasions the learning they have gained from comparing student work in these lessons; teacher comments include:

I now think pupils can learn more from working with many different solutions to one problem rather than solving many different problems, each in only one way.

It moves away from students chasing the answer.

I can now see how much easier it is for a student to recognize that, say a trial and improvement method is inefficient, when it is compared to a sleek geometrical method rather than when simply looking at the solution on its’ own.

To our knowledge, there are no major studies that focus on how teachers work with a range of pre-written solution-methods for a range of non-routine problems. This study raises many issues and in so doing acts as a launch pad for further more detailed studies. More exploration is required into how the use of sample student work affects pupils’ capacity to solve problems. One might expect to see, for example, that students increase their repertoire of available methods when solving problems. So far, however, we have no evidence of this. We do, however, have some early indications that students are beginning to write clearer and fuller explanations as a result of critiquing sample student work.

We would like to acknowledge the support for the study, the Bill and Melinda Gates Foundation, our co-researchers at the University of Berkeley, California and the observer team.

[1] The Maths Assessment Project, based at UC Berkeley, was directed by Alan Schoenfeld, Hugh Burkhardt, Daniel Pead, Phil Daro and Malcolm Swan, who led the lesson design team which included at various stages Nichola Clarke, Rita Crust, Clare Dawson, Sheila Evans, Colin Foster and Marie Joubert. The work was supported by the Bill & Melinda Gates Foundation; their program officer was Jamie McKee. The US observers who provided the feedback from US classrooms were led by David Foster, Mary Bouck and Diane Schaefer, working with Sally Keyes, Linda Fisher, Joe Liberato and Judy Keeley.

[2] The Having Kittens task used in this lesson was originally designed by Acumina Ltd. ( http://www.acumina.co.uk/ ) for Bowland Maths ( http://www.bowlandmaths.org.uk ) and appears courtesy of the Bowland Charitable Trust.

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Sheila Evans is a member of the Mathematics Assessment Project team in the Centre for Research in Mathematical Education at the University of Nottingham. For the last four years she has worked designing, observing, teaching, revising and providing professional development for the MAP Formative Assessment Lessons. She is currently working on a doctorate using teaching resources that have been shaped by this project. Before that, she taught for fifteen years in secondary schools in the UK and Africa, and wrote a textbook Access to Maths aimed at students without traditional qualifications who wished to study at University .

Malcolm Swan is Director of the Centre for Research in Mathematical Education at the University of Nottingham, which incorporates the Shell Centre for Mathematical Education team. He has led the design teams in a sequence of research and development projects. He led the diagnostic teaching research program that established many of the design principles set out in this paper. In 2008 he was awarded the first ISDDE Prize for educational design, for The Language of Functions and Graphs.

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CBSE Class 11 | Problem Solving Methodologies

Problem solving process.

The process of problem-solving is an activity which has its ingredients as the specification of the program and the served dish is a correct program. This activity comprises of four steps : 1. Understanding the problem: To solve any problem it is very crucial to understand the problem first. What is the desired output of the code and how that output can be generated? The obvious and essential need to generate the output is an input. The input may be singular or it may be a set of inputs. A proper relationship between the input and output must be drawn in order to solve the problem efficiently. The input set should be complete and sufficient enough to draw the output. It means all the necessary inputs required to compute the output should be present at the time of computation. However, it should be kept in mind that the programmer should ensure that the minimum number of inputs should be there. Any irrelevant input only increases the size of and memory overhead of the program. Thus Identifying the minimum number of inputs required for output is a crucial element for understanding the problem.

2. Devising the plan: Once a problem has been understood, a proper action plan has to be devised to solve it. This is called devising the plan. This step usually involves computing the result from the given set of inputs. It uses the relationship drawn between inputs and outputs in the previous step. The complexity of this step depends upon the complexity of the problem at hand.

3. Executing the plan: Once the plan has been defined, it should follow the trajectory of action while ensuring the plan’s integrity at various checkpoints. If any inconsistency is found in between, the plan needs to be revised.

4. Evaluation: The final result so obtained must be evaluated and verified to see if the problem has been solved satisfactorily.

Problem Solving Methodology(The solution for the problem)

The methodology to solve a problem is defined as the most efficient solution to the problem. Although, there can be multiple ways to crack a nut, but a methodology is one where the nut is cracked in the shortest time and with minimum effort. Clearly, a sledgehammer can never be used to crack a nut. Under problem-solving methodology, we will see a step by step solution for a problem. These steps closely resemble the software life cycle . A software life cycle involves several stages in a program’s life cycle. These steps can be used by any tyro programmer to solve a problem in the most efficient way ever. The several steps of this cycle are as follows :

Step by step solution for a problem (Software Life Cycle) 1. Problem Definition/Specification: A computer program is basically a machine language solution to a real-life problem. Because programs are generally made to solve the pragmatic problems of the outside world. In order to solve the problem, it is very necessary to define the problem to get its proper understanding. For example, suppose we are asked to write a code for “ Compute the average of three numbers”. In this case, a proper definition of the problem will include questions like : “What exactly does average mean?” “How to calculate the average?”

Once, questions like these are raised, it helps to formulate the solution of the problem in a better way. Once a problem has been defined, the program’s specifications are then listed. Problem specifications describe what the program for the problem must do. It should definitely include :

what is the input set of the program

What is the desired output of the program and in what form the output is desired?

2. Problem Analysis (Breaking down the solution into simple steps): This step of solving the problem follows a modular approach to crack the nut. The problem is divided into subproblems so that designing a solution to these subproblems gets easier. The solutions to all these individual parts are then merged to get the final solution of the original problem. It is like divide and merge approach.

Modular Approach for Programming :

The process of breaking a large problem into subproblems and then treating these individual parts as different functions is called modular programming. Each function behaves independent of another and there is minimal inter-functional communication. There are two methods to implement modular programming :

• Top Down Design : In this method, the original problem is divided into subparts. These subparts are further divided. The chain continues till we get the very fundamental subpart of the problem which can’t be further divided. Then we draw a solution for each of these fundamental parts.
• Bottom Up Design : In this style of programming, an application is written by using the pre-existing primitives of programming language. These primitives are then amalgamated with more complicated features, till the application is written. This style is just the reverse of the top-down design style.

3. Problem Designing: The design of a problem can be represented in either of the two forms :

The ways to execute any program are of three categories:

• Sequence Statements Here, all the instructions are executed in a sequence, that is, one after the another, till the program is executed.
• Selection Statements As it is self-clear from the name, in these type of statements the whole set of instructions is not executed. A selection has to be made. A selected number of instructions are executed based on some condition. If the condition holds true then some part of the instruction set is executed, otherwise, another part of the set is executed. Since this selection out of the instruction set has to be made, thus these type of instructions are called Selection Statements.

Identification of arithmetic and logical operations required for the solution : While writing the algorithm for a problem, the arithmetic and logical operations required for the solution are also usually identified. They help to write the code in an easier manner because the proper ordering of the arithmetic and logical symbols is necessary to determine the correct output. And when all this has been done in the algorithm writing step, it just makes the coding task a smoother one.

• Flow Chart : Flow charts are diagrammatic representation of the algorithm. It uses some symbols to illustrate the starting and ending of a program along with the flow of instructions involved in the program.

4. Coding: Once an algorithm is formed, it can’t be executed on the computer. Thus in this step, this algorithm has to be translated into the syntax of a particular programming language. This process is often termed as ‘coding’. Coding is one of the most important steps of the software life cycle. It is not only challenging to find a solution to a problem but to write optimized code for a solution is far more challenging.

Writing code for optimizing execution time and memory storage : A programmer writes code on his local computer. Now, suppose he writes a code which takes 5 hours to get executed. Now, this 5 hours of time is actually the idle time for the programmer. Not only it takes longer time, but it also uses the resources during that time. One of the most precious computing resources is memory. A large program is expected to utilize more memory. However, memory utilization is not a fault, but if a program is utilizing unnecessary time or memory, then it is a fault of coding. The optimized code can save both time and memory. For example, as has been discussed earlier, by using the minimum number of inputs to compute the output , one can save unnecessary memory utilization. All such techniques are very necessary to be deployed to write optimized code. The pragmatic world gives reverence not only to the solution of the problem but to the optimized solution. This art of writing the optimized code also called ‘competitive programming’.

5. Program Testing and Debugging: Program testing involves running each and every instruction of the code and check the validity of the output by a sample input. By testing a program one can also check if there’s an error in the program. If an error is detected, then program debugging is done. It is a process to locate the instruction which is causing an error in the program and then rectifying it. There are different types of error in a program : (i) Syntax Error Every programming language has its own set of rules and constructs which need to be followed to form a valid program in that particular language. If at any place in the entire code, this set of rule is violated, it results in a syntax error. Take an example in C Language

In the above program, the syntax error is in the first printf statement since the printf statement doesn’t end with a ‘;’. Now, until and unless this error is not rectified, the program will not get executed.

Once the error is rectified, one gets the desired output. Suppose the input is ‘good’ then the output is : Output:

(ii) Logical Error An error caused due to the implementation of a wrong logic in the program is called logical error. They are usually detected during the runtime. Take an example in C Language:

In the above code, the ‘for’ loop won’t get executed since n has been initialized with the value of 11 while ‘for’ loop can only print values smaller than or equal to 10. Such a code will result in incorrect output and thus errors like these are called logical errors. Once the error is rectified, one gets the desired output. Suppose n is initialised with the value ‘5’ then the output is : Output:

(iii) Runtime Error Any error which causes the unusual termination of the program is called runtime error. They are detected at the run time. Some common examples of runtime errors are : Example 1 :

If during the runtime, the user gives the input value for B as 0 then the program terminates abruptly resulting in a runtime error. The output thus appears is : Output:

Example 2 : If while executing a program, one attempts for opening an unexisting file, that is, a file which is not present in the hard disk, it also results in a runtime error.

6. Documentation : The program documentation involves :

• Problem Definition
• Problem Design
• Documentation of test perform
• History of program development

7. Program Maintenance: Once a program has been formed, to ensure its longevity, maintenance is a must. The maintenance of a program has its own costs associated with it, which may also exceed the development cost of the program in some cases. The maintenance of a program involves the following :

• Detection and Elimination of undetected errors in the existing program.
• Modification of current program to enhance its performance and adaptability.
• Enhancement of user interface
• Enriching the program with new capabilities.
• Updation of the documentation.

Control Structure- Conditional control and looping (finite and infinite)

There are codes which usually involve looping statements. Looping statements are statements in which instruction or a set of instructions is executed multiple times until a particular condition is satisfied. The while loop, for loop, do while loop, etc. form the basis of such looping structure. These statements are also called control structure because they determine or control the flow of instructions in a program. These looping structures are of two kinds :

In the above program, the ‘for’ loop gets executed only until the value of i is less than or equal to 10. As soon as the value of i becomes greater than 10, the while loop is terminated. Output:

In the above code, one can easily see that the value of n is not getting incremented. In such a case, the value of n will always remain 1 and hence the while loop will never get executed. Such loop is called an infinite loop. Output:

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• December 26, 2023
• Michaela Epstein

Blog > 5 Strategies for Successful Problem Solving

Problem solving can change the way students see maths – and how they see themselves as maths learners.

But, it's tough to help all students get the most out of a task.

To help, here are  5 Strategies for Problem Solving Success.

These are 5 valuable lessons I've learned from working with teachers across the globe .  You can use these strategies with all your students, no matter their level.

5 Strategies for Problem Solving Success

Your own enthusiasm is quickly picked up by your students. So, choose a problem, puzzle or game that you’re excited and curious about.

How do you know what will spark your curiosity? Do the task yourself!

(That’s why,  in the workshops I run , we spend a lot of time  actually  exploring problems. It’s a chance to step into students' shoes and experience maths from their perspective.)

Often, curriculum content becomes the goal of problem solving. For example, adding fractions, calculating areas or solving quadratic equations.

But, this is a mistake! Here's why-

Low floor, high ceiling tasks give students choices. Choices about what strategies to use, tools to draw on – and even what end-points to get to.

The most valuable goals focus on building confidence and capability in problem solving. For example:

• To make and break conjectures
• To use and evaluate different strategies
• To organise data in meaningful ways
• To explain and justify their conclusions.

The start of a task is what will get your students curious and hungry to get underway.

Consider: What's the least information your students will need?

At  ​our Members' online PL sessions​ , we look at one of four possibilities for launching a problem:

• Present a mystery to explore
• Present an example and non-example
• Run a demonstration game
• Show how to use a tool.

Keep the launch short – under 5 minutes. This is just enough to keep students’ attention AND share essential information.

Let’s face it, problem solving is hard, no matter your age or mathematical skill set.

Students aren’t afraid of hard work – they’re afraid of feeling or looking stupid. And, when those tricky maths moments do come, you can help.

Using questions, tools and other prompts can bring clarity and boost confidence.

(Here's a  free question catalogue  you might find handy to have in your back pocket.)

This careful support will help your students find problem solving far less daunting. Instead, it can become a chance for wonderous mathematical exploration.

Picture this: Your students are elbows deep in a problem, there’s a buzz in the air – oh, and only a minute until the bell.

The  most important  stage of a problem solving task – right at the end – is often the one that gets dropped off.

Why does ‘wrapping up’ matter?

In the last 10 minutes of a problem, students can share conjectures, strategies and solutions. It's also a chance to consider new questions that may open up further exploration.

In wrapping up, important learning will happen. Your students will observe patterns, make connections and clarify conjectures. You might even notice ‘aha’ moments.

Five strategies for problem solving success:

• Choose a task that YOU'RE keen on,
• Set a goal for strengthening problem solving skills,
• Plan a short launch to make the task widely accessible,
• Use questions, tools and prompts to support productive exploration, and
• Wrap up to create space for pivotal learning.

Join the Conversation

Dear Michaela, Greetings !! Thank you for sharing the strategies for problem solving task. These strategies will definitely enhance the skill in the mindset of young learners. In India ,Students of Grade 9 and Grade 10 have to learn and solve lot of theorems of triangle, Quadrilateral, Circle etc. Being an educator I have noticed that most of the students learn the theorems and it’s derivation by heart as a result they lack in understanding the application of these theorems.

I will appreciate if you can share your insights as how to make these topics interesting and easy to grasp.

Once again thanks for sharing such informative ideas.

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Success in sustainability: two cognitive strategies for effective problem-solving.

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Thomas Lim is the Vice-Dean of Centre for Systems Leadership at SIM Academy. He is an AI+Web3 practitioner & author of Think.Coach.Thrive!

Systems thinking and critical thinking are distinct yet complementary cognitive tools essential for effective problem-solving. Systems thinking allows businesses to understand and address the broad impacts of their actions on an interconnected system, while critical thinking sharpens decision-making, ensuring that outcomes are viable, ethical and based on solid reasoning.

Systems thinking provides a holistic perspective, focusing on how various components of a system interact and affect each other within a broader context. It emphasizes understanding the interconnections, dynamics, long-term impacts and patterns within systems to predict future behaviors and develop sustainable solutions.

This approach is particularly valuable in complex environments like organizational change, environmental management, and technological systems, where understanding the big picture is crucial.

On the other hand, critical thinking adopts a more analytical approach, concentrating on evaluating information and arguments, identifying logical inconsistencies, and making reasoned judgments. It involves dissecting complex problems into manageable parts, emphasizing evidence-based decision-making and rigorous evaluation of ideas and assumptions.

Critical thinking is key in activities that require clear, structured thinking, such as logical reasoning, decision-making, and solution evaluation, often focusing on scrutinizing existing solutions and preventing errors.

Together, these methodologies enhance decision-making and problem-solving by providing both macro and micro analytical perspectives to the challenge at hand.

Integrating both of these ways of thinking into sustainability initiatives offers organizations a robust framework for tackling complex challenges through a structured yet flexible approach. It helps organizations transform their approach to sustainability from fragmented efforts into a coherent, strategic agenda that drives real change.

Here's how organizations can implement these two ways of thinking effectively:

Step 1: Articulating Vision And Current Reality

Begin by defining a clear sustainability vision and objectively assess the current state to identify gaps. What is the desired future and the existing barriers or deficiencies preventing its realization? Engaging in this step ensures that all stakeholders have a unified understanding of the objectives and challenges.

For instance, a government agency might aim for sustainable urban development while recognizing current inefficiencies in urban infrastructure. The systemic structure would take into consideration manpower availability, lifetime cost of building projects and green funding availability.

Step 2: Structuring Decisions Based On Evidence

Detail decisions across all levels from strategic to tactical, ensuring that each decision aligns with the overarching sustainability goals.

This step often involves using decision hierarchies to maintain clarity and relevance at every level, thus preventing duplications and identifying gaps in strategies.

For example, a multinational corporation might structure decisions around reducing its carbon footprint through supplier engagement programs. Using critical thinking methodologies, they could create an analytical and evidence-based workflow and test assumptions on handoffs to ensure compliance.

Step 3: Prioritizing Challenges At Different Levels Of Perspectives

Identify the most impactful sustainability challenge and focus resources and efforts on areas where they can make the most significant difference to help maximize impact.

For example, a healthcare provider may prioritize waste reduction in its facilities by improving waste segregation and processing and develop the necessary systems and processes in keeping with the new disposal methods. They may modify or eliminate altogether outdated policies, leading to new behaviors of pattern over time in personnel involved.

Step 4: Developing Nested Solutions

Use both systems and critical thinking to create comprehensive, innovative and interconnected solutions. This might involve using systems diagrams to visualize problems and how they relate and employing logical reasoning to evaluate potential solutions for effectiveness and feasibility.

Remember the government agency aiming for sustainable urban development? In this scenario, they may create a stakeholder map aligning and enabling various parties to translate purpose into strategy. This would allow them to co-create multifaceted urban plans that integrate green spaces and renewable energy solutions. As a result, corresponding tactics and activities happen in an integrated, not haphazard, way.

Step 5: Crafting A Theory of Success

Develop a clear and actionable theory of success that outlines the key actions and leverage points. This theory should detail how the proposed solutions will address the identified challenges and lead to the desired change, identifying where small interventions could lead to significant systemic improvements.

In the case of the multinational corporation, their leverage was in incentivizing suppliers to adopt low-carbon technologies. Their theory of success was not in "shifting the burden" but in creating a positive reinforcement loop where they focused on the quality of relationships for long-term commitment.

Step 6: Implementing And Adjusting The Strategy

Put the strategies into action while establishing mechanisms for ongoing monitoring and adaptation. This includes setting up feedback loops to continuously gather data on the effectiveness of the interventions and making necessary adjustments based on empirical evidence and changing conditions.

For the healthcare provider addressing waste management challenges, this might involve adjusting waste management procedures based on ongoing feedback and outcomes. They might realize they are oftentimes reactive in their problem solving and therefore intend to conduct an intentional analysis and internalize and operationalize key insights.

As businesses become more complex and interconnected, the ability to think both systemically and critically isn’t just an advantage; it’s essential to survival and success in an interconnected world.

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