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Overview of the Problem-Solving Mental Process

Kendra Cherry, MS, is a psychosocial rehabilitation specialist, psychology educator, and author of the "Everything Psychology Book."

Rachel Goldman, PhD FTOS, is a licensed psychologist, clinical assistant professor, speaker, wellness expert specializing in eating behaviors, stress management, and health behavior change.

• Identify the Problem
• Define the Problem
• Form a Strategy
• Organize Information
• Allocate Resources
• Monitor Progress
• Evaluate the Results

Frequently Asked Questions

Problem-solving is a mental process that involves discovering, analyzing, and solving problems. The ultimate goal of problem-solving is to overcome obstacles and find a solution that best resolves the issue.

The best strategy for solving a problem depends largely on the unique situation. In some cases, people are better off learning everything they can about the issue and then using factual knowledge to come up with a solution. In other instances, creativity and insight are the best options.

It is not necessary to follow problem-solving steps sequentially, It is common to skip steps or even go back through steps multiple times until the desired solution is reached.

In order to correctly solve a problem, it is often important to follow a series of steps. Researchers sometimes refer to this as the problem-solving cycle. While this cycle is portrayed sequentially, people rarely follow a rigid series of steps to find a solution.

The following steps include developing strategies and organizing knowledge.

1. Identifying the Problem

While it may seem like an obvious step, identifying the problem is not always as simple as it sounds. In some cases, people might mistakenly identify the wrong source of a problem, which will make attempts to solve it inefficient or even useless.

Some strategies that you might use to figure out the source of a problem include :

• Asking questions about the problem
• Breaking the problem down into smaller pieces
• Looking at the problem from different perspectives
• Conducting research to figure out what relationships exist between different variables

2. Defining the Problem

After the problem has been identified, it is important to fully define the problem so that it can be solved. You can define a problem by operationally defining each aspect of the problem and setting goals for what aspects of the problem you will address

At this point, you should focus on figuring out which aspects of the problems are facts and which are opinions. State the problem clearly and identify the scope of the solution.

3. Forming a Strategy

After the problem has been identified, it is time to start brainstorming potential solutions. This step usually involves generating as many ideas as possible without judging their quality. Once several possibilities have been generated, they can be evaluated and narrowed down.

The next step is to develop a strategy to solve the problem. The approach used will vary depending upon the situation and the individual's unique preferences. Common problem-solving strategies include heuristics and algorithms.

• Heuristics are mental shortcuts that are often based on solutions that have worked in the past. They can work well if the problem is similar to something you have encountered before and are often the best choice if you need a fast solution.
• Algorithms are step-by-step strategies that are guaranteed to produce a correct result. While this approach is great for accuracy, it can also consume time and resources.

Heuristics are often best used when time is of the essence, while algorithms are a better choice when a decision needs to be as accurate as possible.

4. Organizing Information

Before coming up with a solution, you need to first organize the available information. What do you know about the problem? What do you not know? The more information that is available the better prepared you will be to come up with an accurate solution.

When approaching a problem, it is important to make sure that you have all the data you need. Making a decision without adequate information can lead to biased or inaccurate results.

5. Allocating Resources

Of course, we don't always have unlimited money, time, and other resources to solve a problem. Before you begin to solve a problem, you need to determine how high priority it is.

If it is an important problem, it is probably worth allocating more resources to solving it. If, however, it is a fairly unimportant problem, then you do not want to spend too much of your available resources on coming up with a solution.

At this stage, it is important to consider all of the factors that might affect the problem at hand. This includes looking at the available resources, deadlines that need to be met, and any possible risks involved in each solution. After careful evaluation, a decision can be made about which solution to pursue.

6. Monitoring Progress

After selecting a problem-solving strategy, it is time to put the plan into action and see if it works. This step might involve trying out different solutions to see which one is the most effective.

It is also important to monitor the situation after implementing a solution to ensure that the problem has been solved and that no new problems have arisen as a result of the proposed solution.

Effective problem-solvers tend to monitor their progress as they work towards a solution. If they are not making good progress toward reaching their goal, they will reevaluate their approach or look for new strategies .

7. Evaluating the Results

After a solution has been reached, it is important to evaluate the results to determine if it is the best possible solution to the problem. This evaluation might be immediate, such as checking the results of a math problem to ensure the answer is correct, or it can be delayed, such as evaluating the success of a therapy program after several months of treatment.

Once a problem has been solved, it is important to take some time to reflect on the process that was used and evaluate the results. This will help you to improve your problem-solving skills and become more efficient at solving future problems.

A Word From Verywell​

It is important to remember that there are many different problem-solving processes with different steps, and this is just one example. Problem-solving in real-world situations requires a great deal of resourcefulness, flexibility, resilience, and continuous interaction with the environment.

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You can become a better problem solving by:

• Practicing brainstorming and coming up with multiple potential solutions to problems
• Being open-minded and considering all possible options before making a decision
• Breaking down problems into smaller, more manageable pieces
• Asking for help when needed
• Researching different problem-solving techniques and trying out new ones
• Learning from mistakes and using them as opportunities to grow

It's important to communicate openly and honestly with your partner about what's going on. Try to see things from their perspective as well as your own. Work together to find a resolution that works for both of you. Be willing to compromise and accept that there may not be a perfect solution.

Take breaks if things are getting too heated, and come back to the problem when you feel calm and collected. Don't try to fix every problem on your own—consider asking a therapist or counselor for help and insight.

If you've tried everything and there doesn't seem to be a way to fix the problem, you may have to learn to accept it. This can be difficult, but try to focus on the positive aspects of your life and remember that every situation is temporary. Don't dwell on what's going wrong—instead, think about what's going right. Find support by talking to friends or family. Seek professional help if you're having trouble coping.

Davidson JE, Sternberg RJ, editors.  The Psychology of Problem Solving .  Cambridge University Press; 2003. doi:10.1017/CBO9780511615771

Sarathy V. Real world problem-solving .  Front Hum Neurosci . 2018;12:261. Published 2018 Jun 26. doi:10.3389/fnhum.2018.00261

By Kendra Cherry, MSEd Kendra Cherry, MS, is a psychosocial rehabilitation specialist, psychology educator, and author of the "Everything Psychology Book."

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The Problem-Solving Process

Looking at the basic problem-solving process to help keep you on the right track.

By the Mind Tools Content Team

Problem-solving is an important part of planning and decision-making. The process has much in common with the decision-making process, and in the case of complex decisions, can form part of the process itself.

We face and solve problems every day, in a variety of guises and of differing complexity. Some, such as the resolution of a serious complaint, require a significant amount of time, thought and investigation. Others, such as a printer running out of paper, are so quickly resolved they barely register as a problem at all.

Despite the everyday occurrence of problems, many people lack confidence when it comes to solving them, and as a result may chose to stay with the status quo rather than tackle the issue. Broken down into steps, however, the problem-solving process is very simple. While there are many tools and techniques available to help us solve problems, the outline process remains the same.

The main stages of problem-solving are outlined below, though not all are required for every problem that needs to be solved.

1. Define the Problem

Clarify the problem before trying to solve it. A common mistake with problem-solving is to react to what the problem appears to be, rather than what it actually is. Write down a simple statement of the problem, and then underline the key words. Be certain there are no hidden assumptions in the key words you have underlined. One way of doing this is to use a synonym to replace the key words. For example, ‘We need to encourage higher productivity ’ might become ‘We need to promote superior output ’ which has a different meaning.

2. Analyze the Problem

Ask yourself, and others, the following questions.

• Where is the problem occurring?
• When is it occurring?
• Why is it happening?

Be careful not to jump to ‘who is causing the problem?’. When stressed and faced with a problem it is all too easy to assign blame. This, however, can cause negative feeling and does not help to solve the problem. As an example, if an employee is underperforming, the root of the problem might lie in a number of areas, such as lack of training, workplace bullying or management style. To assign immediate blame to the employee would not therefore resolve the underlying issue.

Once the answers to the where, when and why have been determined, the following questions should also be asked:

• Where can further information be found?
• Is this information correct, up-to-date and unbiased?
• What does this information mean in terms of the available options?

3. Generate Potential Solutions

When generating potential solutions it can be a good idea to have a mixture of ‘right brain’ and ‘left brain’ thinkers. In other words, some people who think laterally and some who think logically. This provides a balance in terms of generating the widest possible variety of solutions while also being realistic about what can be achieved. There are many tools and techniques which can help produce solutions, including thinking about the problem from a number of different perspectives, and brainstorming, where a team or individual write as many possibilities as they can think of to encourage lateral thinking and generate a broad range of potential solutions.

4. Select Best Solution

When selecting the best solution, consider:

• Is this a long-term solution, or a ‘quick fix’?
• Is the solution achievable in terms of available resources and time?
• Are there any risks associated with the chosen solution?
• Could the solution, in itself, lead to other problems?

This stage in particular demonstrates why problem-solving and decision-making are so closely related.

5. Take Action

In order to implement the chosen solution effectively, consider the following:

• What will the situation look like when the problem is resolved?
• What needs to be done to implement the solution? Are there systems or processes that need to be adjusted?
• What will be the success indicators?
• What are the timescales for the implementation? Does the scale of the problem/implementation require a project plan?
• Who is responsible?

Once the answers to all the above questions are written down, they can form the basis of an action plan.

6. Monitor and Review

One of the most important factors in successful problem-solving is continual observation and feedback. Use the success indicators in the action plan to monitor progress on a regular basis. Is everything as expected? Is everything on schedule? Keep an eye on priorities and timelines to prevent them from slipping.

If the indicators are not being met, or if timescales are slipping, consider what can be done. Was the plan realistic? If so, are sufficient resources being made available? Are these resources targeting the correct part of the plan? Or does the plan need to be amended? Regular review and discussion of the action plan is important so small adjustments can be made on a regular basis to help keep everything on track.

Once all the indicators have been met and the problem has been resolved, consider what steps can now be taken to prevent this type of problem recurring? It may be that the chosen solution already prevents a recurrence, however if an interim or partial solution has been chosen it is important not to lose momentum.

Problems, by their very nature, will not always fit neatly into a structured problem-solving process. This process, therefore, is designed as a framework which can be adapted to individual needs and nature.

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7.3 Problem-Solving

Learning objectives.

By the end of this section, you will be able to:

• Describe problem solving strategies
• Define algorithm and heuristic
• Explain some common roadblocks to effective problem solving

   People face problems every day—usually, multiple problems throughout the day. Sometimes these problems are straightforward: To double a recipe for pizza dough, for example, all that is required is that each ingredient in the recipe be doubled. Sometimes, however, the problems we encounter are more complex. For example, say you have a work deadline, and you must mail a printed copy of a report to your supervisor by the end of the business day. The report is time-sensitive and must be sent overnight. You finished the report last night, but your printer will not work today. What should you do? First, you need to identify the problem and then apply a strategy for solving the problem.

The study of human and animal problem solving processes has provided much insight toward the understanding of our conscious experience and led to advancements in computer science and artificial intelligence. Essentially much of cognitive science today represents studies of how we consciously and unconsciously make decisions and solve problems. For instance, when encountered with a large amount of information, how do we go about making decisions about the most efficient way of sorting and analyzing all the information in order to find what you are looking for as in visual search paradigms in cognitive psychology. Or in a situation where a piece of machinery is not working properly, how do we go about organizing how to address the issue and understand what the cause of the problem might be. How do we sort the procedures that will be needed and focus attention on what is important in order to solve problems efficiently. Within this section we will discuss some of these issues and examine processes related to human, animal and computer problem solving.

PROBLEM-SOLVING STRATEGIES

   When people are presented with a problem—whether it is a complex mathematical problem or a broken printer, how do you solve it? Before finding a solution to the problem, the problem must first be clearly identified. After that, one of many problem solving strategies can be applied, hopefully resulting in a solution.

Problems themselves can be classified into two different categories known as ill-defined and well-defined problems (Schacter, 2009). Ill-defined problems represent issues that do not have clear goals, solution paths, or expected solutions whereas well-defined problems have specific goals, clearly defined solutions, and clear expected solutions. Problem solving often incorporates pragmatics (logical reasoning) and semantics (interpretation of meanings behind the problem), and also in many cases require abstract thinking and creativity in order to find novel solutions. Within psychology, problem solving refers to a motivational drive for reading a definite “goal” from a present situation or condition that is either not moving toward that goal, is distant from it, or requires more complex logical analysis for finding a missing description of conditions or steps toward that goal. Processes relating to problem solving include problem finding also known as problem analysis, problem shaping where the organization of the problem occurs, generating alternative strategies, implementation of attempted solutions, and verification of the selected solution. Various methods of studying problem solving exist within the field of psychology including introspection, behavior analysis and behaviorism, simulation, computer modeling, and experimentation.

A problem-solving strategy is a plan of action used to find a solution. Different strategies have different action plans associated with them (table below). For example, a well-known strategy is trial and error. The old adage, “If at first you don’t succeed, try, try again” describes trial and error. In terms of your broken printer, you could try checking the ink levels, and if that doesn’t work, you could check to make sure the paper tray isn’t jammed. Or maybe the printer isn’t actually connected to your laptop. When using trial and error, you would continue to try different solutions until you solved your problem. Although trial and error is not typically one of the most time-efficient strategies, it is a commonly used one.

   Another type of strategy is an algorithm. An algorithm is a problem-solving formula that provides you with step-by-step instructions used to achieve a desired outcome (Kahneman, 2011). You can think of an algorithm as a recipe with highly detailed instructions that produce the same result every time they are performed. Algorithms are used frequently in our everyday lives, especially in computer science. When you run a search on the Internet, search engines like Google use algorithms to decide which entries will appear first in your list of results. Facebook also uses algorithms to decide which posts to display on your newsfeed. Can you identify other situations in which algorithms are used?

A heuristic is another type of problem solving strategy. While an algorithm must be followed exactly to produce a correct result, a heuristic is a general problem-solving framework (Tversky & Kahneman, 1974). You can think of these as mental shortcuts that are used to solve problems. A “rule of thumb” is an example of a heuristic. Such a rule saves the person time and energy when making a decision, but despite its time-saving characteristics, it is not always the best method for making a rational decision. Different types of heuristics are used in different types of situations, but the impulse to use a heuristic occurs when one of five conditions is met (Pratkanis, 1989):

• When one is faced with too much information
• When the time to make a decision is limited
• When the decision to be made is unimportant
• When there is access to very little information to use in making the decision
• When an appropriate heuristic happens to come to mind in the same moment

Working backwards is a useful heuristic in which you begin solving the problem by focusing on the end result. Consider this example: You live in Washington, D.C. and have been invited to a wedding at 4 PM on Saturday in Philadelphia. Knowing that Interstate 95 tends to back up any day of the week, you need to plan your route and time your departure accordingly. If you want to be at the wedding service by 3:30 PM, and it takes 2.5 hours to get to Philadelphia without traffic, what time should you leave your house? You use the working backwards heuristic to plan the events of your day on a regular basis, probably without even thinking about it.

Another useful heuristic is the practice of accomplishing a large goal or task by breaking it into a series of smaller steps. Students often use this common method to complete a large research project or long essay for school. For example, students typically brainstorm, develop a thesis or main topic, research the chosen topic, organize their information into an outline, write a rough draft, revise and edit the rough draft, develop a final draft, organize the references list, and proofread their work before turning in the project. The large task becomes less overwhelming when it is broken down into a series of small steps.

Further problem solving strategies have been identified (listed below) that incorporate flexible and creative thinking in order to reach solutions efficiently.

Additional Problem Solving Strategies :

• Abstraction – refers to solving the problem within a model of the situation before applying it to reality.
• Analogy – is using a solution that solves a similar problem.
• Brainstorming – refers to collecting an analyzing a large amount of solutions, especially within a group of people, to combine the solutions and developing them until an optimal solution is reached.
• Divide and conquer – breaking down large complex problems into smaller more manageable problems.
• Hypothesis testing – method used in experimentation where an assumption about what would happen in response to manipulating an independent variable is made, and analysis of the affects of the manipulation are made and compared to the original hypothesis.
• Lateral thinking – approaching problems indirectly and creatively by viewing the problem in a new and unusual light.
• Means-ends analysis – choosing and analyzing an action at a series of smaller steps to move closer to the goal.
• Method of focal objects – putting seemingly non-matching characteristics of different procedures together to make something new that will get you closer to the goal.
• Morphological analysis – analyzing the outputs of and interactions of many pieces that together make up a whole system.
• Proof – trying to prove that a problem cannot be solved. Where the proof fails becomes the starting point or solving the problem.
• Reduction – adapting the problem to be as similar problems where a solution exists.
• Research – using existing knowledge or solutions to similar problems to solve the problem.
• Root cause analysis – trying to identify the cause of the problem.

The strategies listed above outline a short summary of methods we use in working toward solutions and also demonstrate how the mind works when being faced with barriers preventing goals to be reached.

One example of means-end analysis can be found by using the Tower of Hanoi paradigm . This paradigm can be modeled as a word problems as demonstrated by the Missionary-Cannibal Problem :

Missionary-Cannibal Problem

Three missionaries and three cannibals are on one side of a river and need to cross to the other side. The only means of crossing is a boat, and the boat can only hold two people at a time. Your goal is to devise a set of moves that will transport all six of the people across the river, being in mind the following constraint: The number of cannibals can never exceed the number of missionaries in any location. Remember that someone will have to also row that boat back across each time.

Hint : At one point in your solution, you will have to send more people back to the original side than you just sent to the destination.

The actual Tower of Hanoi problem consists of three rods sitting vertically on a base with a number of disks of different sizes that can slide onto any rod. The puzzle starts with the disks in a neat stack in ascending order of size on one rod, the smallest at the top making a conical shape. The objective of the puzzle is to move the entire stack to another rod obeying the following rules:

• 1. Only one disk can be moved at a time.
• 2. Each move consists of taking the upper disk from one of the stacks and placing it on top of another stack or on an empty rod.
• 3. No disc may be placed on top of a smaller disk.

  Figure 7.02. Steps for solving the Tower of Hanoi in the minimum number of moves when there are 3 disks.

Figure 7.03. Graphical representation of nodes (circles) and moves (lines) of Tower of Hanoi.

The Tower of Hanoi is a frequently used psychological technique to study problem solving and procedure analysis. A variation of the Tower of Hanoi known as the Tower of London has been developed which has been an important tool in the neuropsychological diagnosis of executive function disorders and their treatment.

GESTALT PSYCHOLOGY AND PROBLEM SOLVING

As you may recall from the sensation and perception chapter, Gestalt psychology describes whole patterns, forms and configurations of perception and cognition such as closure, good continuation, and figure-ground. In addition to patterns of perception, Wolfgang Kohler, a German Gestalt psychologist traveled to the Spanish island of Tenerife in order to study animals behavior and problem solving in the anthropoid ape.

As an interesting side note to Kohler’s studies of chimp problem solving, Dr. Ronald Ley, professor of psychology at State University of New York provides evidence in his book A Whisper of Espionage  (1990) suggesting that while collecting data for what would later be his book  The Mentality of Apes (1925) on Tenerife in the Canary Islands between 1914 and 1920, Kohler was additionally an active spy for the German government alerting Germany to ships that were sailing around the Canary Islands. Ley suggests his investigations in England, Germany and elsewhere in Europe confirm that Kohler had served in the German military by building, maintaining and operating a concealed radio that contributed to Germany’s war effort acting as a strategic outpost in the Canary Islands that could monitor naval military activity approaching the north African coast.

While trapped on the island over the course of World War 1, Kohler applied Gestalt principles to animal perception in order to understand how they solve problems. He recognized that the apes on the islands also perceive relations between stimuli and the environment in Gestalt patterns and understand these patterns as wholes as opposed to pieces that make up a whole. Kohler based his theories of animal intelligence on the ability to understand relations between stimuli, and spent much of his time while trapped on the island investigation what he described as  insight , the sudden perception of useful or proper relations. In order to study insight in animals, Kohler would present problems to chimpanzee’s by hanging some banana’s or some kind of food so it was suspended higher than the apes could reach. Within the room, Kohler would arrange a variety of boxes, sticks or other tools the chimpanzees could use by combining in patterns or organizing in a way that would allow them to obtain the food (Kohler & Winter, 1925).

While viewing the chimpanzee’s, Kohler noticed one chimp that was more efficient at solving problems than some of the others. The chimp, named Sultan, was able to use long poles to reach through bars and organize objects in specific patterns to obtain food or other desirables that were originally out of reach. In order to study insight within these chimps, Kohler would remove objects from the room to systematically make the food more difficult to obtain. As the story goes, after removing many of the objects Sultan was used to using to obtain the food, he sat down ad sulked for a while, and then suddenly got up going over to two poles lying on the ground. Without hesitation Sultan put one pole inside the end of the other creating a longer pole that he could use to obtain the food demonstrating an ideal example of what Kohler described as insight. In another situation, Sultan discovered how to stand on a box to reach a banana that was suspended from the rafters illustrating Sultan’s perception of relations and the importance of insight in problem solving.

Grande (another chimp in the group studied by Kohler) builds a three-box structure to reach the bananas, while Sultan watches from the ground.  Insight , sometimes referred to as an “Ah-ha” experience, was the term Kohler used for the sudden perception of useful relations among objects during problem solving (Kohler, 1927; Radvansky & Ashcraft, 2013).

Solving puzzles.

   Problem-solving abilities can improve with practice. Many people challenge themselves every day with puzzles and other mental exercises to sharpen their problem-solving skills. Sudoku puzzles appear daily in most newspapers. Typically, a sudoku puzzle is a 9×9 grid. The simple sudoku below (see figure) is a 4×4 grid. To solve the puzzle, fill in the empty boxes with a single digit: 1, 2, 3, or 4. Here are the rules: The numbers must total 10 in each bolded box, each row, and each column; however, each digit can only appear once in a bolded box, row, and column. Time yourself as you solve this puzzle and compare your time with a classmate.

How long did it take you to solve this sudoku puzzle? (You can see the answer at the end of this section.)

   Here is another popular type of puzzle (figure below) that challenges your spatial reasoning skills. Connect all nine dots with four connecting straight lines without lifting your pencil from the paper:

Did you figure it out? (The answer is at the end of this section.) Once you understand how to crack this puzzle, you won’t forget.

   Take a look at the “Puzzling Scales” logic puzzle below (figure below). Sam Loyd, a well-known puzzle master, created and refined countless puzzles throughout his lifetime (Cyclopedia of Puzzles, n.d.).

What steps did you take to solve this puzzle? You can read the solution at the end of this section.

Pitfalls to problem solving.

   Not all problems are successfully solved, however. What challenges stop us from successfully solving a problem? Albert Einstein once said, “Insanity is doing the same thing over and over again and expecting a different result.” Imagine a person in a room that has four doorways. One doorway that has always been open in the past is now locked. The person, accustomed to exiting the room by that particular doorway, keeps trying to get out through the same doorway even though the other three doorways are open. The person is stuck—but she just needs to go to another doorway, instead of trying to get out through the locked doorway. A mental set is where you persist in approaching a problem in a way that has worked in the past but is clearly not working now.

Functional fixedness is a type of mental set where you cannot perceive an object being used for something other than what it was designed for. During the Apollo 13 mission to the moon, NASA engineers at Mission Control had to overcome functional fixedness to save the lives of the astronauts aboard the spacecraft. An explosion in a module of the spacecraft damaged multiple systems. The astronauts were in danger of being poisoned by rising levels of carbon dioxide because of problems with the carbon dioxide filters. The engineers found a way for the astronauts to use spare plastic bags, tape, and air hoses to create a makeshift air filter, which saved the lives of the astronauts.

   Researchers have investigated whether functional fixedness is affected by culture. In one experiment, individuals from the Shuar group in Ecuador were asked to use an object for a purpose other than that for which the object was originally intended. For example, the participants were told a story about a bear and a rabbit that were separated by a river and asked to select among various objects, including a spoon, a cup, erasers, and so on, to help the animals. The spoon was the only object long enough to span the imaginary river, but if the spoon was presented in a way that reflected its normal usage, it took participants longer to choose the spoon to solve the problem. (German & Barrett, 2005). The researchers wanted to know if exposure to highly specialized tools, as occurs with individuals in industrialized nations, affects their ability to transcend functional fixedness. It was determined that functional fixedness is experienced in both industrialized and nonindustrialized cultures (German & Barrett, 2005).

In order to make good decisions, we use our knowledge and our reasoning. Often, this knowledge and reasoning is sound and solid. Sometimes, however, we are swayed by biases or by others manipulating a situation. For example, let’s say you and three friends wanted to rent a house and had a combined target budget of $1,600. The realtor shows you only very run-down houses for $1,600 and then shows you a very nice house for $2,000. Might you ask each person to pay more in rent to get the $2,000 home? Why would the realtor show you the run-down houses and the nice house? The realtor may be challenging your anchoring bias. An anchoring bias occurs when you focus on one piece of information when making a decision or solving a problem. In this case, you’re so focused on the amount of money you are willing to spend that you may not recognize what kinds of houses are available at that price point.

The confirmation bias is the tendency to focus on information that confirms your existing beliefs. For example, if you think that your professor is not very nice, you notice all of the instances of rude behavior exhibited by the professor while ignoring the countless pleasant interactions he is involved in on a daily basis. Hindsight bias leads you to believe that the event you just experienced was predictable, even though it really wasn’t. In other words, you knew all along that things would turn out the way they did. Representative bias describes a faulty way of thinking, in which you unintentionally stereotype someone or something; for example, you may assume that your professors spend their free time reading books and engaging in intellectual conversation, because the idea of them spending their time playing volleyball or visiting an amusement park does not fit in with your stereotypes of professors.

Finally, the availability heuristic is a heuristic in which you make a decision based on an example, information, or recent experience that is that readily available to you, even though it may not be the best example to inform your decision . Biases tend to “preserve that which is already established—to maintain our preexisting knowledge, beliefs, attitudes, and hypotheses” (Aronson, 1995; Kahneman, 2011). These biases are summarized in the table below.

Were you able to determine how many marbles are needed to balance the scales in the figure below? You need nine. Were you able to solve the problems in the figures above? Here are the answers.

   Many different strategies exist for solving problems. Typical strategies include trial and error, applying algorithms, and using heuristics. To solve a large, complicated problem, it often helps to break the problem into smaller steps that can be accomplished individually, leading to an overall solution. Roadblocks to problem solving include a mental set, functional fixedness, and various biases that can cloud decision making skills.

References:

Openstax Psychology text by Kathryn Dumper, William Jenkins, Arlene Lacombe, Marilyn Lovett and Marion Perlmutter licensed under CC BY v4.0. https://openstax.org/details/books/psychology

Review Questions:

1. A specific formula for solving a problem is called ________.

a. an algorithm

b. a heuristic

c. a mental set

d. trial and error

2. Solving the Tower of Hanoi problem tends to utilize a  ________ strategy of problem solving.

a. divide and conquer

b. means-end analysis

d. experiment

3. A mental shortcut in the form of a general problem-solving framework is called ________.

4. Which type of bias involves becoming fixated on a single trait of a problem?

a. anchoring bias

b. confirmation bias

c. representative bias

d. availability bias

5. Which type of bias involves relying on a false stereotype to make a decision?

6. Wolfgang Kohler analyzed behavior of chimpanzees by applying Gestalt principles to describe ________.

a. social adjustment

b. student load payment options

c. emotional learning

d. insight learning

7. ________ is a type of mental set where you cannot perceive an object being used for something other than what it was designed for.

a. functional fixedness

c. working memory

Critical Thinking Questions:

1. What is functional fixedness and how can overcoming it help you solve problems?

2. How does an algorithm save you time and energy when solving a problem?

Personal Application Question:

1. Which type of bias do you recognize in your own decision making processes? How has this bias affected how you’ve made decisions in the past and how can you use your awareness of it to improve your decisions making skills in the future?

anchoring bias

availability heuristic

confirmation bias

functional fixedness

hindsight bias

problem-solving strategy

representative bias

trial and error

working backwards

Answers to Exercises

algorithm:  problem-solving strategy characterized by a specific set of instructions

anchoring bias:  faulty heuristic in which you fixate on a single aspect of a problem to find a solution

availability heuristic:  faulty heuristic in which you make a decision based on information readily available to you

confirmation bias:  faulty heuristic in which you focus on information that confirms your beliefs

functional fixedness:  inability to see an object as useful for any other use other than the one for which it was intended

heuristic:  mental shortcut that saves time when solving a problem

hindsight bias:  belief that the event just experienced was predictable, even though it really wasn’t

mental set:  continually using an old solution to a problem without results

problem-solving strategy:  method for solving problems

representative bias:  faulty heuristic in which you stereotype someone or something without a valid basis for your judgment

trial and error:  problem-solving strategy in which multiple solutions are attempted until the correct one is found

working backwards:  heuristic in which you begin to solve a problem by focusing on the end result

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35 problem-solving techniques and methods for solving complex problems

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All teams and organizations encounter challenges as they grow. There are problems that might occur for teams when it comes to miscommunication or resolving business-critical issues . You may face challenges around growth , design , user engagement, and even team culture and happiness. In short, problem-solving techniques should be part of every team’s skillset.

Problem-solving methods are primarily designed to help a group or team through a process of first identifying problems and challenges , ideating possible solutions , and then evaluating the most suitable .

Finding effective solutions to complex problems isn’t easy, but by using the right process and techniques, you can help your team be more efficient in the process.

So how do you develop strategies that are engaging, and empower your team to solve problems effectively?

In this blog post, we share a series of problem-solving tools you can use in your next workshop or team meeting. You’ll also find some tips for facilitating the process and how to enable others to solve complex problems.

Let’s get started! 

How do you identify problems?

How do you identify the right solution.

• Tips for more effective problem-solving

Complete problem-solving methods

• Problem-solving techniques to identify and analyze problems
• Problem-solving techniques for developing solutions

Problem-solving warm-up activities

Closing activities for a problem-solving process.

Before you can move towards finding the right solution for a given problem, you first need to identify and define the problem you wish to solve. 

Here, you want to clearly articulate what the problem is and allow your group to do the same. Remember that everyone in a group is likely to have differing perspectives and alignment is necessary in order to help the group move forward. 

Identifying a problem accurately also requires that all members of a group are able to contribute their views in an open and safe manner. It can be scary for people to stand up and contribute, especially if the problems or challenges are emotive or personal in nature. Be sure to try and create a psychologically safe space for these kinds of discussions.

Remember that problem analysis and further discussion are also important. Not taking the time to fully analyze and discuss a challenge can result in the development of solutions that are not fit for purpose or do not address the underlying issue.

Successfully identifying and then analyzing a problem means facilitating a group through activities designed to help them clearly and honestly articulate their thoughts and produce usable insight.

With this data, you might then produce a problem statement that clearly describes the problem you wish to be addressed and also state the goal of any process you undertake to tackle this issue.  

Finding solutions is the end goal of any process. Complex organizational challenges can only be solved with an appropriate solution but discovering them requires using the right problem-solving tool.

After you’ve explored a problem and discussed ideas, you need to help a team discuss and choose the right solution. Consensus tools and methods such as those below help a group explore possible solutions before then voting for the best. They’re a great way to tap into the collective intelligence of the group for great results!

Remember that the process is often iterative. Great problem solvers often roadtest a viable solution in a measured way to see what works too. While you might not get the right solution on your first try, the methods below help teams land on the most likely to succeed solution while also holding space for improvement.

Every effective problem solving process begins with an agenda . A well-structured workshop is one of the best methods for successfully guiding a group from exploring a problem to implementing a solution.

In SessionLab, it’s easy to go from an idea to a complete agenda . Start by dragging and dropping your core problem solving activities into place . Add timings, breaks and necessary materials before sharing your agenda with your colleagues.

The resulting agenda will be your guide to an effective and productive problem solving session that will also help you stay organized on the day!

Tips for more effective problem solving

Problem-solving activities are only one part of the puzzle. While a great method can help unlock your team’s ability to solve problems, without a thoughtful approach and strong facilitation the solutions may not be fit for purpose.

Let’s take a look at some problem-solving tips you can apply to any process to help it be a success!

Clearly define the problem

Jumping straight to solutions can be tempting, though without first clearly articulating a problem, the solution might not be the right one. Many of the problem-solving activities below include sections where the problem is explored and clearly defined before moving on.

This is a vital part of the problem-solving process and taking the time to fully define an issue can save time and effort later. A clear definition helps identify irrelevant information and it also ensures that your team sets off on the right track.

Don’t jump to conclusions

It’s easy for groups to exhibit cognitive bias or have preconceived ideas about both problems and potential solutions. Be sure to back up any problem statements or potential solutions with facts, research, and adequate forethought.

The best techniques ask participants to be methodical and challenge preconceived notions. Make sure you give the group enough time and space to collect relevant information and consider the problem in a new way. By approaching the process with a clear, rational mindset, you’ll often find that better solutions are more forthcoming.  

Try different approaches  

Problems come in all shapes and sizes and so too should the methods you use to solve them. If you find that one approach isn’t yielding results and your team isn’t finding different solutions, try mixing it up. You’ll be surprised at how using a new creative activity can unblock your team and generate great solutions.

Don’t take it personally 

Depending on the nature of your team or organizational problems, it’s easy for conversations to get heated. While it’s good for participants to be engaged in the discussions, ensure that emotions don’t run too high and that blame isn’t thrown around while finding solutions.

You’re all in it together, and even if your team or area is seeing problems, that isn’t necessarily a disparagement of you personally. Using facilitation skills to manage group dynamics is one effective method of helping conversations be more constructive.

Get the right people in the room

Your problem-solving method is often only as effective as the group using it. Getting the right people on the job and managing the number of people present is important too!

If the group is too small, you may not get enough different perspectives to effectively solve a problem. If the group is too large, you can go round and round during the ideation stages.

Creating the right group makeup is also important in ensuring you have the necessary expertise and skillset to both identify and follow up on potential solutions. Carefully consider who to include at each stage to help ensure your problem-solving method is followed and positioned for success.

Document everything

The best solutions can take refinement, iteration, and reflection to come out. Get into a habit of documenting your process in order to keep all the learnings from the session and to allow ideas to mature and develop. Many of the methods below involve the creation of documents or shared resources. Be sure to keep and share these so everyone can benefit from the work done!

Bring a facilitator 

Facilitation is all about making group processes easier. With a subject as potentially emotive and important as problem-solving, having an impartial third party in the form of a facilitator can make all the difference in finding great solutions and keeping the process moving. Consider bringing a facilitator to your problem-solving session to get better results and generate meaningful solutions!

Develop your problem-solving skills

It takes time and practice to be an effective problem solver. While some roles or participants might more naturally gravitate towards problem-solving, it can take development and planning to help everyone create better solutions.

You might develop a training program, run a problem-solving workshop or simply ask your team to practice using the techniques below. Check out our post on problem-solving skills to see how you and your group can develop the right mental process and be more resilient to issues too!

Design a great agenda

Workshops are a great format for solving problems. With the right approach, you can focus a group and help them find the solutions to their own problems. But designing a process can be time-consuming and finding the right activities can be difficult.

Check out our workshop planning guide to level-up your agenda design and start running more effective workshops. Need inspiration? Check out templates designed by expert facilitators to help you kickstart your process!

In this section, we’ll look at in-depth problem-solving methods that provide a complete end-to-end process for developing effective solutions. These will help guide your team from the discovery and definition of a problem through to delivering the right solution.

If you’re looking for an all-encompassing method or problem-solving model, these processes are a great place to start. They’ll ask your team to challenge preconceived ideas and adopt a mindset for solving problems more effectively.

• Six Thinking Hats
• Lightning Decision Jam
• Problem Definition Process
• Discovery & Action Dialogue

Design Sprint 2.0

• Open Space Technology

1. Six Thinking Hats

Individual approaches to solving a problem can be very different based on what team or role an individual holds. It can be easy for existing biases or perspectives to find their way into the mix, or for internal politics to direct a conversation.

Six Thinking Hats is a classic method for identifying the problems that need to be solved and enables your team to consider them from different angles, whether that is by focusing on facts and data, creative solutions, or by considering why a particular solution might not work.

Like all problem-solving frameworks, Six Thinking Hats is effective at helping teams remove roadblocks from a conversation or discussion and come to terms with all the aspects necessary to solve complex problems.

2. Lightning Decision Jam

Featured courtesy of Jonathan Courtney of AJ&Smart Berlin, Lightning Decision Jam is one of those strategies that should be in every facilitation toolbox. Exploring problems and finding solutions is often creative in nature, though as with any creative process, there is the potential to lose focus and get lost.

Unstructured discussions might get you there in the end, but it’s much more effective to use a method that creates a clear process and team focus.

In Lightning Decision Jam, participants are invited to begin by writing challenges, concerns, or mistakes on post-its without discussing them before then being invited by the moderator to present them to the group.

From there, the team vote on which problems to solve and are guided through steps that will allow them to reframe those problems, create solutions and then decide what to execute on. 

By deciding the problems that need to be solved as a team before moving on, this group process is great for ensuring the whole team is aligned and can take ownership over the next stages. 

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

3. Problem Definition Process

While problems can be complex, the problem-solving methods you use to identify and solve those problems can often be simple in design. 

By taking the time to truly identify and define a problem before asking the group to reframe the challenge as an opportunity, this method is a great way to enable change.

Begin by identifying a focus question and exploring the ways in which it manifests before splitting into five teams who will each consider the problem using a different method: escape, reversal, exaggeration, distortion or wishful. Teams develop a problem objective and create ideas in line with their method before then feeding them back to the group.

This method is great for enabling in-depth discussions while also creating space for finding creative solutions too!

Problem Definition   #problem solving   #idea generation   #creativity   #online   #remote-friendly   A problem solving technique to define a problem, challenge or opportunity and to generate ideas.

4. The 5 Whys 

Sometimes, a group needs to go further with their strategies and analyze the root cause at the heart of organizational issues. An RCA or root cause analysis is the process of identifying what is at the heart of business problems or recurring challenges. 

The 5 Whys is a simple and effective method of helping a group go find the root cause of any problem or challenge and conduct analysis that will deliver results. 

By beginning with the creation of a problem statement and going through five stages to refine it, The 5 Whys provides everything you need to truly discover the cause of an issue.

The 5 Whys   #hyperisland   #innovation   This simple and powerful method is useful for getting to the core of a problem or challenge. As the title suggests, the group defines a problems, then asks the question “why” five times, often using the resulting explanation as a starting point for creative problem solving.

5. World Cafe

World Cafe is a simple but powerful facilitation technique to help bigger groups to focus their energy and attention on solving complex problems.

World Cafe enables this approach by creating a relaxed atmosphere where participants are able to self-organize and explore topics relevant and important to them which are themed around a central problem-solving purpose. Create the right atmosphere by modeling your space after a cafe and after guiding the group through the method, let them take the lead!

Making problem-solving a part of your organization’s culture in the long term can be a difficult undertaking. More approachable formats like World Cafe can be especially effective in bringing people unfamiliar with workshops into the fold. 

World Cafe   #hyperisland   #innovation   #issue analysis   World Café is a simple yet powerful method, originated by Juanita Brown, for enabling meaningful conversations driven completely by participants and the topics that are relevant and important to them. Facilitators create a cafe-style space and provide simple guidelines. Participants then self-organize and explore a set of relevant topics or questions for conversation.

6. Discovery & Action Dialogue (DAD)

One of the best approaches is to create a safe space for a group to share and discover practices and behaviors that can help them find their own solutions.

With DAD, you can help a group choose which problems they wish to solve and which approaches they will take to do so. It’s great at helping remove resistance to change and can help get buy-in at every level too!

This process of enabling frontline ownership is great in ensuring follow-through and is one of the methods you will want in your toolbox as a facilitator.

Discovery & Action Dialogue (DAD)   #idea generation   #liberating structures   #action   #issue analysis   #remote-friendly   DADs make it easy for a group or community to discover practices and behaviors that enable some individuals (without access to special resources and facing the same constraints) to find better solutions than their peers to common problems. These are called positive deviant (PD) behaviors and practices. DADs make it possible for people in the group, unit, or community to discover by themselves these PD practices. DADs also create favorable conditions for stimulating participants’ creativity in spaces where they can feel safe to invent new and more effective practices. Resistance to change evaporates as participants are unleashed to choose freely which practices they will adopt or try and which problems they will tackle. DADs make it possible to achieve frontline ownership of solutions.

7. Design Sprint 2.0

Want to see how a team can solve big problems and move forward with prototyping and testing solutions in a few days? The Design Sprint 2.0 template from Jake Knapp, author of Sprint, is a complete agenda for a with proven results.

Developing the right agenda can involve difficult but necessary planning. Ensuring all the correct steps are followed can also be stressful or time-consuming depending on your level of experience.

Use this complete 4-day workshop template if you are finding there is no obvious solution to your challenge and want to focus your team around a specific problem that might require a shortcut to launching a minimum viable product or waiting for the organization-wide implementation of a solution.

8. Open space technology

Open space technology- developed by Harrison Owen – creates a space where large groups are invited to take ownership of their problem solving and lead individual sessions. Open space technology is a great format when you have a great deal of expertise and insight in the room and want to allow for different takes and approaches on a particular theme or problem you need to be solved.

Start by bringing your participants together to align around a central theme and focus their efforts. Explain the ground rules to help guide the problem-solving process and then invite members to identify any issue connecting to the central theme that they are interested in and are prepared to take responsibility for.

Once participants have decided on their approach to the core theme, they write their issue on a piece of paper, announce it to the group, pick a session time and place, and post the paper on the wall. As the wall fills up with sessions, the group is then invited to join the sessions that interest them the most and which they can contribute to, then you’re ready to begin!

Everyone joins the problem-solving group they’ve signed up to, record the discussion and if appropriate, findings can then be shared with the rest of the group afterward.

Open Space Technology   #action plan   #idea generation   #problem solving   #issue analysis   #large group   #online   #remote-friendly   Open Space is a methodology for large groups to create their agenda discerning important topics for discussion, suitable for conferences, community gatherings and whole system facilitation

Techniques to identify and analyze problems

Using a problem-solving method to help a team identify and analyze a problem can be a quick and effective addition to any workshop or meeting.

While further actions are always necessary, you can generate momentum and alignment easily, and these activities are a great place to get started.

We’ve put together this list of techniques to help you and your team with problem identification, analysis, and discussion that sets the foundation for developing effective solutions.

Let’s take a look!

• The Creativity Dice
• Fishbone Analysis
• Problem Tree
• SWOT Analysis
• Agreement-Certainty Matrix
• The Journalistic Six
• LEGO Challenge
• What, So What, Now What?
• Journalists

Individual and group perspectives are incredibly important, but what happens if people are set in their minds and need a change of perspective in order to approach a problem more effectively?

Flip It is a method we love because it is both simple to understand and run, and allows groups to understand how their perspectives and biases are formed. 

Participants in Flip It are first invited to consider concerns, issues, or problems from a perspective of fear and write them on a flip chart. Then, the group is asked to consider those same issues from a perspective of hope and flip their understanding.  

No problem and solution is free from existing bias and by changing perspectives with Flip It, you can then develop a problem solving model quickly and effectively.

Flip It!   #gamestorming   #problem solving   #action   Often, a change in a problem or situation comes simply from a change in our perspectives. Flip It! is a quick game designed to show players that perspectives are made, not born.

10. The Creativity Dice

One of the most useful problem solving skills you can teach your team is of approaching challenges with creativity, flexibility, and openness. Games like The Creativity Dice allow teams to overcome the potential hurdle of too much linear thinking and approach the process with a sense of fun and speed. 

In The Creativity Dice, participants are organized around a topic and roll a dice to determine what they will work on for a period of 3 minutes at a time. They might roll a 3 and work on investigating factual information on the chosen topic. They might roll a 1 and work on identifying the specific goals, standards, or criteria for the session.

Encouraging rapid work and iteration while asking participants to be flexible are great skills to cultivate. Having a stage for idea incubation in this game is also important. Moments of pause can help ensure the ideas that are put forward are the most suitable. 

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.

11. Fishbone Analysis

Organizational or team challenges are rarely simple, and it’s important to remember that one problem can be an indication of something that goes deeper and may require further consideration to be solved.

Fishbone Analysis helps groups to dig deeper and understand the origins of a problem. It’s a great example of a root cause analysis method that is simple for everyone on a team to get their head around. 

Participants in this activity are asked to annotate a diagram of a fish, first adding the problem or issue to be worked on at the head of a fish before then brainstorming the root causes of the problem and adding them as bones on the fish. 

Using abstractions such as a diagram of a fish can really help a team break out of their regular thinking and develop a creative approach.

Fishbone Analysis   #problem solving   ##root cause analysis   #decision making   #online facilitation   A process to help identify and understand the origins of problems, issues or observations.

12. Problem Tree 

Encouraging visual thinking can be an essential part of many strategies. By simply reframing and clarifying problems, a group can move towards developing a problem solving model that works for them. 

In Problem Tree, groups are asked to first brainstorm a list of problems – these can be design problems, team problems or larger business problems – and then organize them into a hierarchy. The hierarchy could be from most important to least important or abstract to practical, though the key thing with problem solving games that involve this aspect is that your group has some way of managing and sorting all the issues that are raised.

Once you have a list of problems that need to be solved and have organized them accordingly, you’re then well-positioned for the next problem solving steps.

Problem tree   #define intentions   #create   #design   #issue analysis   A problem tree is a tool to clarify the hierarchy of problems addressed by the team within a design project; it represents high level problems or related sublevel problems.

13. SWOT Analysis

Chances are you’ve heard of the SWOT Analysis before. This problem-solving method focuses on identifying strengths, weaknesses, opportunities, and threats is a tried and tested method for both individuals and teams.

Start by creating a desired end state or outcome and bare this in mind – any process solving model is made more effective by knowing what you are moving towards. Create a quadrant made up of the four categories of a SWOT analysis and ask participants to generate ideas based on each of those quadrants.

Once you have those ideas assembled in their quadrants, cluster them together based on their affinity with other ideas. These clusters are then used to facilitate group conversations and move things forward. 

SWOT analysis   #gamestorming   #problem solving   #action   #meeting facilitation   The SWOT Analysis is a long-standing technique of looking at what we have, with respect to the desired end state, as well as what we could improve on. It gives us an opportunity to gauge approaching opportunities and dangers, and assess the seriousness of the conditions that affect our future. When we understand those conditions, we can influence what comes next.

14. Agreement-Certainty Matrix

Not every problem-solving approach is right for every challenge, and deciding on the right method for the challenge at hand is a key part of being an effective team.

The Agreement Certainty matrix helps teams align on the nature of the challenges facing them. By sorting problems from simple to chaotic, your team can understand what methods are suitable for each problem and what they can do to ensure effective results. 

If you are already using Liberating Structures techniques as part of your problem-solving strategy, the Agreement-Certainty Matrix can be an invaluable addition to your process. We’ve found it particularly if you are having issues with recurring problems in your organization and want to go deeper in understanding the root cause. 

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.

Organizing and charting a team’s progress can be important in ensuring its success. SQUID (Sequential Question and Insight Diagram) is a great model that allows a team to effectively switch between giving questions and answers and develop the skills they need to stay on track throughout the process. 

Begin with two different colored sticky notes – one for questions and one for answers – and with your central topic (the head of the squid) on the board. Ask the group to first come up with a series of questions connected to their best guess of how to approach the topic. Ask the group to come up with answers to those questions, fix them to the board and connect them with a line. After some discussion, go back to question mode by responding to the generated answers or other points on the board.

It’s rewarding to see a diagram grow throughout the exercise, and a completed SQUID can provide a visual resource for future effort and as an example for other teams.

SQUID   #gamestorming   #project planning   #issue analysis   #problem solving   When exploring an information space, it’s important for a group to know where they are at any given time. By using SQUID, a group charts out the territory as they go and can navigate accordingly. SQUID stands for Sequential Question and Insight Diagram.

16. Speed Boat

To continue with our nautical theme, Speed Boat is a short and sweet activity that can help a team quickly identify what employees, clients or service users might have a problem with and analyze what might be standing in the way of achieving a solution.

Methods that allow for a group to make observations, have insights and obtain those eureka moments quickly are invaluable when trying to solve complex problems.

In Speed Boat, the approach is to first consider what anchors and challenges might be holding an organization (or boat) back. Bonus points if you are able to identify any sharks in the water and develop ideas that can also deal with competitors!   

Speed Boat   #gamestorming   #problem solving   #action   Speedboat is a short and sweet way to identify what your employees or clients don’t like about your product/service or what’s standing in the way of a desired goal.

17. The Journalistic Six

Some of the most effective ways of solving problems is by encouraging teams to be more inclusive and diverse in their thinking.

Based on the six key questions journalism students are taught to answer in articles and news stories, The Journalistic Six helps create teams to see the whole picture. By using who, what, when, where, why, and how to facilitate the conversation and encourage creative thinking, your team can make sure that the problem identification and problem analysis stages of the are covered exhaustively and thoughtfully. Reporter’s notebook and dictaphone optional.

The Journalistic Six – Who What When Where Why How   #idea generation   #issue analysis   #problem solving   #online   #creative thinking   #remote-friendly   A questioning method for generating, explaining, investigating ideas.

18. LEGO Challenge

Now for an activity that is a little out of the (toy) box. LEGO Serious Play is a facilitation methodology that can be used to improve creative thinking and problem-solving skills. 

The LEGO Challenge includes giving each member of the team an assignment that is hidden from the rest of the group while they create a structure without speaking.

What the LEGO challenge brings to the table is a fun working example of working with stakeholders who might not be on the same page to solve problems. Also, it’s LEGO! Who doesn’t love LEGO! 

LEGO Challenge   #hyperisland   #team   A team-building activity in which groups must work together to build a structure out of LEGO, but each individual has a secret “assignment” which makes the collaborative process more challenging. It emphasizes group communication, leadership dynamics, conflict, cooperation, patience and problem solving strategy.

19. What, So What, Now What?

If not carefully managed, the problem identification and problem analysis stages of the problem-solving process can actually create more problems and misunderstandings.

The What, So What, Now What? problem-solving activity is designed to help collect insights and move forward while also eliminating the possibility of disagreement when it comes to identifying, clarifying, and analyzing organizational or work problems. 

Facilitation is all about bringing groups together so that might work on a shared goal and the best problem-solving strategies ensure that teams are aligned in purpose, if not initially in opinion or insight.

Throughout the three steps of this game, you give everyone on a team to reflect on a problem by asking what happened, why it is important, and what actions should then be taken. 

This can be a great activity for bringing our individual perceptions about a problem or challenge and contextualizing it in a larger group setting. This is one of the most important problem-solving skills you can bring to your organization.

W³ – What, So What, Now What?   #issue analysis   #innovation   #liberating structures   You can help groups reflect on a shared experience in a way that builds understanding and spurs coordinated action while avoiding unproductive conflict. It is possible for every voice to be heard while simultaneously sifting for insights and shaping new direction. Progressing in stages makes this practical—from collecting facts about What Happened to making sense of these facts with So What and finally to what actions logically follow with Now What . The shared progression eliminates most of the misunderstandings that otherwise fuel disagreements about what to do. Voila!

20. Journalists  

Problem analysis can be one of the most important and decisive stages of all problem-solving tools. Sometimes, a team can become bogged down in the details and are unable to move forward.

Journalists is an activity that can avoid a group from getting stuck in the problem identification or problem analysis stages of the process.

In Journalists, the group is invited to draft the front page of a fictional newspaper and figure out what stories deserve to be on the cover and what headlines those stories will have. By reframing how your problems and challenges are approached, you can help a team move productively through the process and be better prepared for the steps to follow.

Journalists   #vision   #big picture   #issue analysis   #remote-friendly   This is an exercise to use when the group gets stuck in details and struggles to see the big picture. Also good for defining a vision.

Problem-solving techniques for developing solutions 

The success of any problem-solving process can be measured by the solutions it produces. After you’ve defined the issue, explored existing ideas, and ideated, it’s time to narrow down to the correct solution.

Use these problem-solving techniques when you want to help your team find consensus, compare possible solutions, and move towards taking action on a particular problem.

• Improved Solutions
• Four-Step Sketch
• 15% Solutions
• How-Now-Wow matrix
• Impact Effort Matrix

21. Mindspin  

Brainstorming is part of the bread and butter of the problem-solving process and all problem-solving strategies benefit from getting ideas out and challenging a team to generate solutions quickly. 

With Mindspin, participants are encouraged not only to generate ideas but to do so under time constraints and by slamming down cards and passing them on. By doing multiple rounds, your team can begin with a free generation of possible solutions before moving on to developing those solutions and encouraging further ideation. 

This is one of our favorite problem-solving activities and can be great for keeping the energy up throughout the workshop. Remember the importance of helping people become engaged in the process – energizing problem-solving techniques like Mindspin can help ensure your team stays engaged and happy, even when the problems they’re coming together to solve are complex. 

MindSpin   #teampedia   #idea generation   #problem solving   #action   A fast and loud method to enhance brainstorming within a team. Since this activity has more than round ideas that are repetitive can be ruled out leaving more creative and innovative answers to the challenge.

22. Improved Solutions

After a team has successfully identified a problem and come up with a few solutions, it can be tempting to call the work of the problem-solving process complete. That said, the first solution is not necessarily the best, and by including a further review and reflection activity into your problem-solving model, you can ensure your group reaches the best possible result. 

One of a number of problem-solving games from Thiagi Group, Improved Solutions helps you go the extra mile and develop suggested solutions with close consideration and peer review. By supporting the discussion of several problems at once and by shifting team roles throughout, this problem-solving technique is a dynamic way of finding the best solution. 

Improved Solutions   #creativity   #thiagi   #problem solving   #action   #team   You can improve any solution by objectively reviewing its strengths and weaknesses and making suitable adjustments. In this creativity framegame, you improve the solutions to several problems. To maintain objective detachment, you deal with a different problem during each of six rounds and assume different roles (problem owner, consultant, basher, booster, enhancer, and evaluator) during each round. At the conclusion of the activity, each player ends up with two solutions to her problem.

23. Four Step Sketch

Creative thinking and visual ideation does not need to be confined to the opening stages of your problem-solving strategies. Exercises that include sketching and prototyping on paper can be effective at the solution finding and development stage of the process, and can be great for keeping a team engaged. 

By going from simple notes to a crazy 8s round that involves rapidly sketching 8 variations on their ideas before then producing a final solution sketch, the group is able to iterate quickly and visually. Problem-solving techniques like Four-Step Sketch are great if you have a group of different thinkers and want to change things up from a more textual or discussion-based approach.

Four-Step Sketch   #design sprint   #innovation   #idea generation   #remote-friendly   The four-step sketch is an exercise that helps people to create well-formed concepts through a structured process that includes: Review key information Start design work on paper,  Consider multiple variations , Create a detailed solution . This exercise is preceded by a set of other activities allowing the group to clarify the challenge they want to solve. See how the Four Step Sketch exercise fits into a Design Sprint

24. 15% Solutions

Some problems are simpler than others and with the right problem-solving activities, you can empower people to take immediate actions that can help create organizational change. 

Part of the liberating structures toolkit, 15% solutions is a problem-solving technique that focuses on finding and implementing solutions quickly. A process of iterating and making small changes quickly can help generate momentum and an appetite for solving complex problems.

Problem-solving strategies can live and die on whether people are onboard. Getting some quick wins is a great way of getting people behind the process.   

It can be extremely empowering for a team to realize that problem-solving techniques can be deployed quickly and easily and delineate between things they can positively impact and those things they cannot change. 

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.

25. How-Now-Wow Matrix

The problem-solving process is often creative, as complex problems usually require a change of thinking and creative response in order to find the best solutions. While it’s common for the first stages to encourage creative thinking, groups can often gravitate to familiar solutions when it comes to the end of the process. 

When selecting solutions, you don’t want to lose your creative energy! The How-Now-Wow Matrix from Gamestorming is a great problem-solving activity that enables a group to stay creative and think out of the box when it comes to selecting the right solution for a given problem.

Problem-solving techniques that encourage creative thinking and the ideation and selection of new solutions can be the most effective in organisational change. Give the How-Now-Wow Matrix a go, and not just for how pleasant it is to say out loud. 

How-Now-Wow Matrix   #gamestorming   #idea generation   #remote-friendly   When people want to develop new ideas, they most often think out of the box in the brainstorming or divergent phase. However, when it comes to convergence, people often end up picking ideas that are most familiar to them. This is called a ‘creative paradox’ or a ‘creadox’. The How-Now-Wow matrix is an idea selection tool that breaks the creadox by forcing people to weigh each idea on 2 parameters.

26. Impact and Effort Matrix

All problem-solving techniques hope to not only find solutions to a given problem or challenge but to find the best solution. When it comes to finding a solution, groups are invited to put on their decision-making hats and really think about how a proposed idea would work in practice. 

The Impact and Effort Matrix is one of the problem-solving techniques that fall into this camp, empowering participants to first generate ideas and then categorize them into a 2×2 matrix based on impact and effort.

Activities that invite critical thinking while remaining simple are invaluable. Use the Impact and Effort Matrix to move from ideation and towards evaluating potential solutions before then committing to them. 

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.

27. Dotmocracy

If you’ve followed each of the problem-solving steps with your group successfully, you should move towards the end of your process with heaps of possible solutions developed with a specific problem in mind. But how do you help a group go from ideation to putting a solution into action? 

Dotmocracy – or Dot Voting -is a tried and tested method of helping a team in the problem-solving process make decisions and put actions in place with a degree of oversight and consensus. 

One of the problem-solving techniques that should be in every facilitator’s toolbox, Dot Voting is fast and effective and can help identify the most popular and best solutions and help bring a group to a decision effectively. 

Dotmocracy   #action   #decision making   #group prioritization   #hyperisland   #remote-friendly   Dotmocracy is a simple method for group prioritization or decision-making. It is not an activity on its own, but a method to use in processes where prioritization or decision-making is the aim. The method supports a group to quickly see which options are most popular or relevant. The options or ideas are written on post-its and stuck up on a wall for the whole group to see. Each person votes for the options they think are the strongest, and that information is used to inform a decision.

All facilitators know that warm-ups and icebreakers are useful for any workshop or group process. Problem-solving workshops are no different.

Use these problem-solving techniques to warm up a group and prepare them for the rest of the process. Activating your group by tapping into some of the top problem-solving skills can be one of the best ways to see great outcomes from your session.

• Check-in/Check-out
• Doodling Together
• Show and Tell
• Constellations
• Draw a Tree

28. Check-in / Check-out

Solid processes are planned from beginning to end, and the best facilitators know that setting the tone and establishing a safe, open environment can be integral to a successful problem-solving process.

Check-in / Check-out is a great way to begin and/or bookend a problem-solving workshop. Checking in to a session emphasizes that everyone will be seen, heard, and expected to contribute. 

If you are running a series of meetings, setting a consistent pattern of checking in and checking out can really help your team get into a groove. We recommend this opening-closing activity for small to medium-sized groups though it can work with large groups if they’re disciplined!

Check-in / Check-out   #team   #opening   #closing   #hyperisland   #remote-friendly   Either checking-in or checking-out is a simple way for a team to open or close a process, symbolically and in a collaborative way. Checking-in/out invites each member in a group to be present, seen and heard, and to express a reflection or a feeling. Checking-in emphasizes presence, focus and group commitment; checking-out emphasizes reflection and symbolic closure.

29. Doodling Together  

Thinking creatively and not being afraid to make suggestions are important problem-solving skills for any group or team, and warming up by encouraging these behaviors is a great way to start. 

Doodling Together is one of our favorite creative ice breaker games – it’s quick, effective, and fun and can make all following problem-solving steps easier by encouraging a group to collaborate visually. By passing cards and adding additional items as they go, the workshop group gets into a groove of co-creation and idea development that is crucial to finding solutions to problems. 

Doodling Together   #collaboration   #creativity   #teamwork   #fun   #team   #visual methods   #energiser   #icebreaker   #remote-friendly   Create wild, weird and often funny postcards together & establish a group’s creative confidence.

30. Show and Tell

You might remember some version of Show and Tell from being a kid in school and it’s a great problem-solving activity to kick off a session.

Asking participants to prepare a little something before a workshop by bringing an object for show and tell can help them warm up before the session has even begun! Games that include a physical object can also help encourage early engagement before moving onto more big-picture thinking.

By asking your participants to tell stories about why they chose to bring a particular item to the group, you can help teams see things from new perspectives and see both differences and similarities in the way they approach a topic. Great groundwork for approaching a problem-solving process as a team! 

Show and Tell   #gamestorming   #action   #opening   #meeting facilitation   Show and Tell taps into the power of metaphors to reveal players’ underlying assumptions and associations around a topic The aim of the game is to get a deeper understanding of stakeholders’ perspectives on anything—a new project, an organizational restructuring, a shift in the company’s vision or team dynamic.

31. Constellations

Who doesn’t love stars? Constellations is a great warm-up activity for any workshop as it gets people up off their feet, energized, and ready to engage in new ways with established topics. It’s also great for showing existing beliefs, biases, and patterns that can come into play as part of your session.

Using warm-up games that help build trust and connection while also allowing for non-verbal responses can be great for easing people into the problem-solving process and encouraging engagement from everyone in the group. Constellations is great in large spaces that allow for movement and is definitely a practical exercise to allow the group to see patterns that are otherwise invisible. 

Constellations   #trust   #connection   #opening   #coaching   #patterns   #system   Individuals express their response to a statement or idea by standing closer or further from a central object. Used with teams to reveal system, hidden patterns, perspectives.

32. Draw a Tree

Problem-solving games that help raise group awareness through a central, unifying metaphor can be effective ways to warm-up a group in any problem-solving model.

Draw a Tree is a simple warm-up activity you can use in any group and which can provide a quick jolt of energy. Start by asking your participants to draw a tree in just 45 seconds – they can choose whether it will be abstract or realistic. 

Once the timer is up, ask the group how many people included the roots of the tree and use this as a means to discuss how we can ignore important parts of any system simply because they are not visible.

All problem-solving strategies are made more effective by thinking of problems critically and by exposing things that may not normally come to light. Warm-up games like Draw a Tree are great in that they quickly demonstrate some key problem-solving skills in an accessible and effective way.

Draw a Tree   #thiagi   #opening   #perspectives   #remote-friendly   With this game you can raise awarness about being more mindful, and aware of the environment we live in.

Each step of the problem-solving workshop benefits from an intelligent deployment of activities, games, and techniques. Bringing your session to an effective close helps ensure that solutions are followed through on and that you also celebrate what has been achieved.

Here are some problem-solving activities you can use to effectively close a workshop or meeting and ensure the great work you’ve done can continue afterward.

• One Breath Feedback
• Who What When Matrix
• Response Cards

How do I conclude a problem-solving process?

All good things must come to an end. With the bulk of the work done, it can be tempting to conclude your workshop swiftly and without a moment to debrief and align. This can be problematic in that it doesn’t allow your team to fully process the results or reflect on the process.

At the end of an effective session, your team will have gone through a process that, while productive, can be exhausting. It’s important to give your group a moment to take a breath, ensure that they are clear on future actions, and provide short feedback before leaving the space. 

The primary purpose of any problem-solving method is to generate solutions and then implement them. Be sure to take the opportunity to ensure everyone is aligned and ready to effectively implement the solutions you produced in the workshop.

Remember that every process can be improved and by giving a short moment to collect feedback in the session, you can further refine your problem-solving methods and see further success in the future too.

33. One Breath Feedback

Maintaining attention and focus during the closing stages of a problem-solving workshop can be tricky and so being concise when giving feedback can be important. It’s easy to incur “death by feedback” should some team members go on for too long sharing their perspectives in a quick feedback round. 

One Breath Feedback is a great closing activity for workshops. You give everyone an opportunity to provide feedback on what they’ve done but only in the space of a single breath. This keeps feedback short and to the point and means that everyone is encouraged to provide the most important piece of feedback to them. 

One breath feedback   #closing   #feedback   #action   This is a feedback round in just one breath that excels in maintaining attention: each participants is able to speak during just one breath … for most people that’s around 20 to 25 seconds … unless of course you’ve been a deep sea diver in which case you’ll be able to do it for longer.

34. Who What When Matrix 

Matrices feature as part of many effective problem-solving strategies and with good reason. They are easily recognizable, simple to use, and generate results.

The Who What When Matrix is a great tool to use when closing your problem-solving session by attributing a who, what and when to the actions and solutions you have decided upon. The resulting matrix is a simple, easy-to-follow way of ensuring your team can move forward. 

Great solutions can’t be enacted without action and ownership. Your problem-solving process should include a stage for allocating tasks to individuals or teams and creating a realistic timeframe for those solutions to be implemented or checked out. Use this method to keep the solution implementation process clear and simple for all involved. 

Who/What/When Matrix   #gamestorming   #action   #project planning   With Who/What/When matrix, you can connect people with clear actions they have defined and have committed to.

35. Response cards

Group discussion can comprise the bulk of most problem-solving activities and by the end of the process, you might find that your team is talked out! 

Providing a means for your team to give feedback with short written notes can ensure everyone is head and can contribute without the need to stand up and talk. Depending on the needs of the group, giving an alternative can help ensure everyone can contribute to your problem-solving model in the way that makes the most sense for them.

Response Cards is a great way to close a workshop if you are looking for a gentle warm-down and want to get some swift discussion around some of the feedback that is raised. 

Response Cards   #debriefing   #closing   #structured sharing   #questions and answers   #thiagi   #action   It can be hard to involve everyone during a closing of a session. Some might stay in the background or get unheard because of louder participants. However, with the use of Response Cards, everyone will be involved in providing feedback or clarify questions at the end of a session.

Save time and effort discovering the right solutions

A structured problem solving process is a surefire way of solving tough problems, discovering creative solutions and driving organizational change. But how can you design for successful outcomes?

With SessionLab, it’s easy to design engaging workshops that deliver results. Drag, drop and reorder blocks  to build your agenda. When you make changes or update your agenda, your session  timing   adjusts automatically , saving you time on manual adjustments.

Collaborating with stakeholders or clients? Share your agenda with a single click and collaborate in real-time. No more sending documents back and forth over email.

Explore  how to use SessionLab  to design effective problem solving workshops or  watch this five minute video  to see the planner in action!

Over to you

The problem-solving process can often be as complicated and multifaceted as the problems they are set-up to solve. With the right problem-solving techniques and a mix of creative exercises designed to guide discussion and generate purposeful ideas, we hope we’ve given you the tools to find the best solutions as simply and easily as possible.

Is there a problem-solving technique that you are missing here? Do you have a favorite activity or method you use when facilitating? Let us know in the comments below, we’d love to hear from you! 

thank you very much for these excellent techniques

Certainly wonderful article, very detailed. Shared!

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Going from a mere idea to a workshop that delivers results for your clients can feel like a daunting task. In this piece, we will shine a light on all the work behind the scenes and help you learn how to plan a workshop from start to finish. On a good day, facilitation can feel like effortless magic, but that is mostly the result of backstage work, foresight, and a lot of careful planning. Read on to learn a step-by-step approach to breaking the process of planning a workshop into small, manageable chunks.  The flow starts with the first meeting with a client to define the purposes of a workshop.…

How does learning work? A clever 9-year-old once told me: “I know I am learning something new when I am surprised.” The science of adult learning tells us that, in order to learn new skills (which, unsurprisingly, is harder for adults to do than kids) grown-ups need to first get into a specific headspace.  In a business, this approach is often employed in a training session where employees learn new skills or work on professional development. But how do you ensure your training is effective? In this guide, we'll explore how to create an effective training session plan and run engaging training sessions. As team leader, project manager, or consultant,…

Effective online tools are a necessity for smooth and engaging virtual workshops and meetings. But how do you choose the right ones? Do you sometimes feel that the good old pen and paper or MS Office toolkit and email leaves you struggling to stay on top of managing and delivering your workshop? Fortunately, there are plenty of online tools to make your life easier when you need to facilitate a meeting and lead workshops. In this post, we’ll share our favorite online tools you can use to make your job as a facilitator easier. In fact, there are plenty of free online workshop tools and meeting facilitation software you can…

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• Career Framework
• Success Stories
• Career Management
• Competencies
• Competencies – Tips for Employees
• Competencies – Tips for Managers
• Accountability
• Analytical Thinking
• Building Relationships
• Business Enterprise Knowledge
• Business Process Knowledge
• Change Advocate
• Collaboration
• Communication for Results
• Developing Others
• Information Systems Knowledge
• Leading Others
• Leading the Organization
• Leading Self

Problem Solving

• Strategic Technology Planning
• Thoroughness
• Career Framework Program
• Step 1 – Initiating the Project
• Step 2 – Aligning Job Descriptions
• Step 3 – Collaborative Performance Developing Planning
• Competencies by Job Description
• Step 4 – Managing Career Development
• Anticipates, identifies, and defines problems
• Seeks root causes
• Develops and implements practical and timely solutions.

What it Doesn’t Look Like

• Addressing symptoms instead of the problem
• Driving to solution without properly defining the problem or completing a thorough analysis
• Using only one tool or approach to solve all problems
• Looking at the issue from only one perspective
• Committing to solutions too early

Questions to Consider

• Have I clearly and accurately defined the problem?
• Is my problem statement really a solution?
• What techniques can I use to sort through this mess of interrelated issues?
• What would an appreciative inquiry approach to solving this problem look like?
• Would it be helpful to use the Simplex Process with it’s eights steps to ensure our problem is accurately defined and solution is creative, robust and complete?

Learning and Development Activities

Choose one or two activities that support your preferred learning style

(By clicking on the symbol, those activities relating to the learning style will appear)

Suggestions for activities you can do on the job

• Select a relatively simple problem. Use the Five Whys technique to get to the root of the problem quickly. i.e. Why is….? Why were…? Why did…? Why did…? Why didn’t…?
• Define the problem
• Generate alternatives
• Evaluate and select alternatives
• Implement solutions.
• Identify the Problem
• Record observations (is) answering questions i.e. What is the process effected? Where do we see the problem? When did the problem occur? How big is the problem?
• Record comparisons (is not) i.e. What other similar parts could be affected but are not? Where else could I expect to see this problem? When else could the problem have occurred? How big could it be?
• Identify likely causes
• Test, if a likely cause does not explain the is vs. is not data, it is not the cause
• Use an Affinity diagram to organize different elements of information into common themes, then identify the relationship between elements
• Use CATWOE problem solving technique with peers to stimulate thinking about a problem and/or implementing a solution. For each category come up with 3-4 questions, then work through responses to the questions together.
• Work with a peer or group using a Cause and Effect Diagram to generate viable solutions to a problem which you already know the cause of.
• For a business process problem, create together a Flow Chart, Swim Lane Diagram or Systems Diagram to visualize and help determine how the various activities and inputs interact. Look for missing elements and bottlenecks that may be causing the problem.

With your Manager/Team Lead

• Work together using the Drill Down technique to separate your complex problem into smaller units, which can be solved appropriately as you uncover the factors contributing to the problem.

Here are some ideas that can be pursued on the job, with some coordination. Use these reflective questions to gain more from your learning experience:

• What are three key things I have learned from this experience?
• What will I do differently in my work as a result of this experience?
• Over the next month, attend three problem solving meetings where different techniques are used. Was the technique selected effective? What worked well? How could the problem solving process have been enhanced?
• Identify someone who is good at problem solving. Ask them to walk you through the process they use from start to finish on two different problems. What did they do that was particularly effective?

UBC Training Programs offered through Organization Development and Learning

• Thinking Outside the Box: Connecting with the Creative Subconscious
• Shift Happens
• Mind Mapping

For UBCO course offerings, please visit the Events page. http://web.ubc.ca/okanagan/facultystaff/events.html

Consider working with a coach following training, to aid in anchoring your learning: http://www.hr.ubc.ca/coaching/

Choose to read one or two of the books listed below. Consider the reflective questions to enhance your learning:

• What are the key points the author is making?
• What are three key things I have learned from this reading?
• What will I do differently in my work as a result of gaining this knowledge?
• The Back of the Napkin (Expanded Edition): Solving Problems and Selling Ideas with Pictures; (2009), D. Roam; Portfolio Hardcover. There is no more powerful way to see hidden solutions than to pick up a pen and draw out the pieces of our problem. This book teaches how to clarify any problem or sell any idea using a simple set of tools. It shows how thinking with pictures can help you discover and develop new ideas, solve problems in unexpected ways, and dramatically improve your ability to share your insights.
• The Memory Jogger Two; (2010), M. Brassard & D. Ritter; GOAL/QPC. An easy to use compact reference guide of tools that are useful in the problem solving process. Suggests when each tool would be most effective and provides an easy to follow example.
• Problem Solving 101: A Simple Book for Smart People; (2009), K. Watanabe; Portfolio Hardcover. teaches us to recognize the common elements in the decisions we face every day, and how to think carefully about them. It offers tricks and tips for all from Students to business leaders. The author uses sample scenarios to illustrate his techniques, which include logic trees and matrixes.

Managers/Team Leads

• Visual Meetings: How Graphics, Sticky Notes and Idea Mapping Can Transform Group Productivity; (2010), D. Sibbet; Wiley. Use eye-popping visual tools to energize your people! Just as social networking has reclaimed the Internet for human interactivity and co-creation, the visual meetings movement is reclaiming creativity, productivity, and playful exchange for serious work in groups. The book explains how anyone can implement powerful visual tools, and how these tools are being used in Silicon Valley and elsewhere to facilitate both face-to-face and virtual group work.

Additional Questions

Please contact your Human Resources Representative with any additional questions.

Summary of Links

http://www.hr.ubc.ca/coaching/

http://web.ubc.ca/okanagan/facultystaff/events.html

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There are 4 main types of life and work problems we face every day. Here's how to solve each one

When it comes to solving problems and making tough decisions , people love plans (especially their own plans), so they make a lot of them. And because they want the perfect plan, they demand more data to help them.

Inevitably, though, this takes longer and longer, and instead of the goal being to reach a decision, the process of making the decision becomes the goal.

There may be studies, hearings and debates, but nothing actually gets done. This can go on for quite a while, depending on the nature of the decision ... all because everyone wants the perfect plan.

The 'perfect plan' doesn't exist

More often than not, it's impossible to know the results of a dynamic system in advance. So any action is better than no action; it doesn't matter what you do, it just matters that you do, in order to learn and move forward.

Smart leaders know that in order to solve any major problem, the goal should be to get quick feedback on whether that decision was a good one or not. If it wasn't, then they know to pivot and seek a different path.

Each decision informs the next. The path emerges from the doing.

The 4 types of problems we encounter daily

In 1999, while working at IBM, a guy named Dave Snowden came up with a way of looking at problems to help people know what kind of problem they are facing, and what kind of solution they should be looking for.

He calls it the Cynefin framework — cynefin is a Welsh word that means "habitat" — because you need to know where you stand.

1. The simple problem

The first type of problem in Snowden's framework is simple and obvious . It has already been solved, and there actually is a best practice that works all the time.

Once you can determine that a problem is simple, you can apply a known recipe from your bag of tricks. If you're playing poker, never draw to an inside straight. A bank shouldn't make loans to people with X level of debt load.

With simple problems, the relationship between cause and effect is not only clear but obvious.

2. The complicated problem

This is the kind of problem where you have a known unknown. Take a giant oil company, for example: When geologists run a seismic survey to learn where they could drill for oil, they know they don't know the answer, but they know how to find it.

This is the domain of the expert. Once you have ascertained that the problem is solvable, you can work out a solution, even if it turns out to be tricky. If you're knowledgeable enough, you can figure out cause and effect.

I always think of this when I bring my car into the shop. It's making a weird noise and I'm worried. I know I don't know how to address this problem, but I know that my mechanic knows, or can figure it out.

3. The complex problem

The third type of problem is complex , where you can only figure out afterward why what happened happened. Here you have to take some sort of action to see what happens before you act again.

Most of us wrestle with complex problems. All the time. The answers aren't known, and all the forces aren't known. But we have to do something. And what happens will surprise us.

Let's examine the story of Twitch, a web service that allows people to stream themselves playing a video game so that other people can watch them do it. This isn't an obvious product except in retrospect. But Twitch is an incredible success story. Amazon acquired it for $970 million in 2014 .

This company's first product idea? A calendar that would integrate with Gmail. Of course, then Google came out with Google Calendar. So the company decided to go into live-streaming.

One of the founders would stream his entire life, 24/7. Camera on head and a big backpack with a computer — constantly live. They built an incredibly fast live-streaming service that a lot of people could use at the same time. But as it turns out, no one really wanted to watch that live-stream.

So they opened the idea up. Maybe people wanted to live-stream themselves? It really wasn't working in the marketplace, and they were running out of cash. Then, they noticed that a lot of people were watching live-streams of people playing video games. Weird.

But they went with that, and it turns out there is an avid audience of fans and recreational gamers who want to watch the top players play. People can make a small fortune just playing video games and streaming it for others to watch.

...any action is better than no action; it doesn't matter what you do, it just matters that you do, in order to learn and move forward. J.J. Sutherland CEO, Scrum Inc.

That's an extreme example of a solution to a need that no one knew existed. But the problems we're facing today in business, politics and society are tough ones. Often we simply do not know the solution. And sometimes we don't know how to even approach the solution.

So what you need to do is try something and then see what happens. Take the results of that and tweak what you're doing. Then try again. Tweak again. And let the solution emerge. That's all it is — a series of small experiments in short periods of time to find a solution to a complex problem.

4. The chaotic problem

The final type of problem in the Cynefin framework is chaotic. This is essentially a crisis.

Let's say there's a tsunami, or an oil rig blows up, or an uprising turns into a revolution, or there's a stock market crash. The first thing to do is to take action quickly, and begin to take steps to encapsulate the problem, to define its limits, to bring it out of the chaotic and into the realm of the merely complex.

One example I use to describe a chaotic problem is a riot. One night during the Arab Spring, I was in the middle of a crowd that decided to storm the parliament building. This crowd of tens of thousands lurched as one toward the parliament gates.

Here speed matters. Delaying the decision will only worsen the problem. J.J. Sutherland CEO, Scrum Inc.

Then screams broke out from one side and the whole crowd got chaotic. Everyone was running around unsure of what to do, and they turned from individuals into a mob. I was standing in the middle of all this with a young American student I'd hired because she spoke Arabic. I told her — and I'll tell you — exactly what to do in a riot.

First, don't panic. I can't emphasize how important that is. Blind fear is what gets people trampled and killed. Second, find something hard that can't easily be knocked over, like a lamppost. It's bizarre — the crowd will part around you like a river around a stone.

What you've done is pulled the chaotic into the complex. Take a minute. Breathe. Figure out what the escape routes are. You have that freedom now. You can't do anything when you're just another body being flung about, but if you can get out of the noise and fear, you can start to come up with a plan.

Here speed matters. Delaying the decision will only worsen the problem. By rapidly iterating — trying something, seeing the response, trying again — you can ultimately succeed in bringing the crisis under control.

This trial-and-error approach can feel terrifying in the moment. But it's also an opportunity. New ways of doing things will emerge as people try to figure out how to work in an environment that didn't exist the day before.

J.J. Sutherland is the CEO of Scrum Inc. , a consulting and training firm, author of " The Scrum Fieldbook" and co-author of the best-selling book "Scrum: The Art of Doing Twice the Work in Half the Time." Previously, he was an award-winning correspondent and producer for NPR. Follow J.J. on LinkedIn .

Don't miss:

• Billionaire Warren Buffett has a 'simple' test for making tough decisions—here's how it works
• How to turn $100 into $1 million, according to 9 self-made millionaires
• Billionaire Jeff Bezos: People who are 'right a lot' make decisions differently than everyone else—here's how

*This is an adapted excerpt from "The Scrum Fieldbook," by J.J. Sutherland. Copyright © 2019 by J.J. Sutherland. Excerpted by permission of Currency. All rights reserved.

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5 Levels Of Problem Solving: A Framework For (First-Time) Managers

Leading people can be tough. Taking the reins for the first time? It can feel like navigating a maze blindfolded. Many first-time managers feel that pit in their stomach. Without the right guidance or training, they often turn, unintentionally, into micromanagers. Nobody's dream scenario. But, good news - help's at hand!

A few weeks ago, I interviewed two workplace pioneers for one of our monthly live events (part of the Corporate Rebels Academy ). In this extremely insightful conversation, I had the pleasure of interviewing Edwin Jansen and Luz Iglesias. They both work at Raise (formerly known as Ian Martin Group).

The company employs over 450 people and has offices in the US, Canada, India, Ghana, and the Philippines. It is a certified B Corp and has been reinventing its management practices for about 8 years.

Its business? Recruitment.

Avoid becoming the all-mighty fixer

In 2017, Edwin and Luz took the lead on changing the company's way of working. They started in one of the company's subsidiaries and used it as a test ground for finding a better way to work.

When I asked Edwin, who was the leader of the subsidiary back then, what their biggest challenge was, his answer was clear:

"It was me. I had to change."

Edwin: "At the time, Luz pointed out a significant flaw in my approach: I had become a 'fixer'. To be clear, this wasn't a compliment.

"It highlighted a dangerous trajectory where I had become the go-to person for every problem, failing to empower my team members to think critically and solve issues independently.

"Doing so, I robbed people of the opportunity to learn and grow."

In a self-managing organization, leaders have to let go and give others the opportunity to step up. Edwin was very honest about his shortcomings:

"I simply didn't know how to do that. I had to let people find their own solutions, support them to take more ownership, and stop solving their problems for them."

Edwin and Luz decided to change.

5 levels of problem solving

Along the way, Edwin encountered a framework that helped him become a better leader.

The framework details 5 levels of problem solving - moving from highly dependent to highly independent. The clarity of the various 'levels' of problem solving helped him and his colleagues to create awareness on how they were operating, while also providing clear opportunities for growth (for all involved).

Here's how Edwin explained it:

To summarize, here are the 5 levels Edwin talked about:

• Level 1: The individual doesn't recognize the problem and doesn't know how to solve it.
• Level 2: The individual can identify the problem but doesn't know the solution.
• Level 3: The individual recognizes the problem and has considered multiple solutions, but is unsure which to choose.
• Level 4: The individual identifies the problem, has multiple solutions, and proposes one.
• Level 5: The individual has already encountered a problem, found a solution, and acted on it, and now reports the resolution post-action.

Wanna improve? Here's Edwin's advice:

"At any point, if you're a manager and someone comes to you, whatever level they come to you at, ask them to go one level up.

"And if you're not a manager and you're coming with problems, make sure you're at the highest level that you possibly can be."

Solid (and practical) advice.

Start decentralizing decision-making now

Decision-making is an art, but with the right framework, it becomes a systematic process that fosters growth and innovation.

The '5 levels of problem solving' is one of those frameworks that has the power to change the way you work immediately. Print it out, share it with your team, and follow Edwin's advice.

Eager for more tips, tools, and frameworks to improve your decision-making? We've got you covered.

With an in-depth course, lots of pioneering practices, and powerful tools, our Academy has everything you need to radically reinvent the way you work.

Start now. Click here .

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How The Iceberg Model of Systems Thinking Can Help You Solve Problems?

• Self-improvement

How should we solve a problem? Generally, what we commonly do, is to react based on what’s visible. For example, if we eat too much food, and we do not exercise, we will gain weight. The solution to this problem, looking solely at what happened, is eating less and exercising more. But that’s a wrong approach. In the world of systems thinking, we’ll ask this: “Why am I overeating and not exercising? What’s the real reason?” Figuring out what actually created the problem in the first place, and acting based on this realization, is what makes the iceberg model of systems thinking so damn efficient.

There are many more ways to solve a problem, of course. But what makes the iceberg model so graceful is the relentless desire to understand what’s behind the curtain. What’s the real reason something happened. And what you can do about it to make a change.

If you’re new to this concept – systems thinking that is – let’s get you up to speed.

There are systems everywhere. And everything is connected. Not just our phones in the monstrously big network we call the Internet. But our actions. Nature. Our relationships with other people, and a lot, lot more.

A simple action that we consider insignificant can cause huge complications along the way. Or, as is often cited, “a butterfly flapping its wings can cause hurricanes.” 1

The point of this metaphor is to portray how something small can cause a huge change.

And this is generally true for evertyhing and everyone. Something you do can cause good, or bad things, in other areas of your life simply because of the way things are connected.

That’s the essence of systems thinking. Everything is linked in one giant system. For instance, if you don’t treat your children well, they will grow up careless of others and afraid of exploring different ideas and concepts, but they’ll have a little idea of why that is. Eventually, they might even transfer the initial “education” received by you to their own successors.

Or, to give you another example, if you’re unable to figure out what are the weak spots in your organization, you’ll continue to invest in the wrong products which will lead to weak outcomes and financial losses.

By understanding and applying the concept I’m about to present, you’ll stop treating individual events. Stop looking solely at the cause. Instead, you’ll start to dig deeper. Ask questions that will help you unravel the relationships between elements, how they work (or don’t work) together, spot patterns, and finally figure out the root cause of the problems you’re facing.

What Is The Iceberg Model of Systems Thinking?

The iceberg model of systems thinking is a way of understanding the origin of a problem. Not simply reacting base on an event, on what’s visible, but going beneath what’s apparent and unraveling the motivations that caused the problem to exist in the first place. By applying a four-step model, you reach the core issue and find a better fix.

The iceberg is the perfect metaphor for the problems we’re experiencing daily because what’s visible, is often deceiving. You see a pile of ice floating above the water and, you’d think, “That’s not too big, we can simply go past it.” But as we all know, thanks to movies like Titanic, the ice beneath the water will tear your ship which will lead to a dramatic chase around the deck, boats, violinists playing music around screaming people, diamonds, and eventually the most infamous ship disaster in history, but let’s not digress.

When you think about it, you can understand why icebergs are “bigger” beneath the water. Most of the mass of an iceberg lies below the surface of the water because the conditions inside the water prevent the ice from melting. While at the top, since the atmosphere is warmer, the ice melts. Therefore, more ice beneath and less at the top. 2

Similarly, this is what happens in real life.

Since we want to present our best selves in front of the public, we’ll hide certain things from our friends and family members. We’ll say that we ate too much because the meal was delicious. Inside, though, we might feel depressed and discouraged and binge-eat because this makes us feel safe.

Or in other words, the “environment” beneath our personality, when not properly understood, is setting the conditions for disastrous events.

How Does The Iceberg Model Help System Thinking?

The core concept of systems thinking is to help you see under the hood of structures, groups, organizations, your own behvior, etc. From there, spot what are the real incentives of the governing body.

In simple terms, the iceberg model provides an easy-to-follow framework that helps you find the motivations. What actually caused the behavior to appear? What chain of thoughts led to a problem?

Once these questions are answered, you’re not reacting to the symptoms. You focus on curing the main problem.

Based on this framework, you are able to identify core problems because you patiently deconstruct behaviors until you reached the main cause of havoc.

And finally, the most important part, you will learn how to stop “fires” in the future well before they occur because you’ve figured out what caused them initially. In short, it’s a proactive approach to problem-solving .

Thankfully, you don’t need to understand a whole lot about systems thinking to get this concept and apply it to your life. The shared illustrations and steps below will help you become a master problem identifier and start to see the complete picture, not simply part of an idea or problem.

What Are The Four Levels Of The Iceberg Model?

The four levels of the iceberg model are the following: event, pattern, structure, and mental models.

Each step digs a bit deeper and helps you shift your perspective, so you can find the systems, the worldviews, that lead to the event in the first place.

Let’s see them one by one:

1. The Event Level

If we again use the example from above, the event is a person overeating.

This is what’s visible. What actually happened. And in most situations, the only thing visible if we don’t do the hard work of understanding what caused a particular problem.

2. The Pattern Level

When we look closely, we can see repetitions. Overeating is not a single event, we can see how this happens continuously. Or in other words, this is a trend.

3. The Structure Level

We go a step further down the iceberg and we start to ask questions like: “What is causing the pattern to exist?”

Usually, this is not a straight answer. There are different things causing the behavior.

• Physical : Easy access to bad food. For example, your refrigerator is full of sweets. Or, there aren’t health stores around your neighborhood.
• Environment : Here we can have different things: Stressful work; Your home is not prepared for exercises; Your closest friends and family members love to have a rich dinner.
• Rituals : Our deeply integrated habits . For instance, every time you’re bored, you eat. Or, you tend to cook (or buy) unhealthy food.

4. The Mental Model Level

Lastly, there are the mental models. 3 The beliefs, the principles, the personal values that motivate the behavior. This is the core reason something tends to happen.

Or in relation to the example we are discussing, a person is probably overeating because he lived in a stressful environment when he was young and now, every time there is a similarly stressful situation, the person turns to food. In this case, food is considered a friend. An emotional partner that “understands” and calms.

Usually, these concepts are deeply integrated into our consciousness. So deep, that we don’t know that they exist. Unless we deliberately try to bring them to light, we’ll never overcome our reckless behavior.

One more important point here: Our beliefs are the systems that fuel our actions. The problem is that they are deeply merged into our personalities – who we believe we are. That’s why it’s so hard to make a lasting change – eradicate the bad behavior that leads to problems. We don’t only have to work on our habits , but we also need to work on our perceived identities. In simple language, to change our inner beliefs, which always leads to a personality change.

How Can We Use The Iceberg Model to Our Advantage?

OK, since we know what the iceberg model of systems thinking is. Quite naturally, we’ll ask ourselves this: “How can I use this method to approach a problem? And, most importantly, apply a permanent fix?”

Tackling the event level – level 1 – is not the optimal solution. We need to address our deeply embedded beliefs to create a lasting change. Or in other words, start to fix things from the bottom up.

The following framework will aid you:

Transform the Mental Models

The first step is to, as mentioned above, understand why we do what we do. If we are overeating, this might be a habit we picked when we were young. For example, we had a difficult childhood and unsupportive parents.

In the book The Body Keeps the Score , the author explains that if a person is not receiving the needed support from his parents, he’s likely to find comfort in things like alcohol, binge-eating, drugs.

Over time, you start to associate stressful events with something that happened to you in the past and you turn to your preferred poison – food in our example.

Transforming this chain of thought might be something like this: First, acknowledge that this is a stressful situation. Then, explain to yourself that it’s totally OK to feel this way but the way you feel now has nothing to do with what happened to you in the past. Third, do the mental work so you can remove the belief that stress should involve eating.

Designing a Better Structure

The things reinforcing a behavior that leads to a problematic future outcome are different. Thus, we need to address them accordingly.

Here are the main areas we need to consider:

• Physical : Instead of filling the refrigerator with fast food, we can buy healthy snacks.
• Environment : If the surrounding environment is unbearable – stressful work, a bad relationship – we need to talk with the person (boss, spouse) and find ways to correct things. If the latter is not possible, exiting the relationship is probably the best thing to do.
• Rituals : Change the bad habits with good habits. If you eat every time you’re feeling bored, replace this with something else. 4

Anticipate Patterns

Once you know what might lead to a situation where there will be a problem, you can avoid doing this thing.

However, in the long term, it’s not a good idea to avoid your problems. It’s best to face them. This means that you need to be prepared.

If you know what type of situation triggers an emotional outburst in your spouse that leads to a fight that later leads to you eating. Then, it’s probably a good idea to sit and talk it out in a respectful and calm way.

React To Events

Once we know what type of events trigger an inner desire to do things that are not beneficial for us, we can better react to the actual event. The thing that is causing problems.

As explained above, instead of eating when we’re feeling a certain way, we can exercise or simply grab a notebook and write down our thoughts. The latter will give you more time to react. It will increase the gap between thought and action. Plainly, you invite reason – System 2 as explained by Daniel Kahneman – instead of reacting emotionally. Therefore, you will respond better to a problem.

Iceberg Model Systems Thinking Examples

Hopefully, you don’t have an eating disorder and the above example doesn’t directly apply to you. I’m positive that even if it does, the provided steps will give you ways to think more strategically and better handle upsetting events in your life.

Still, I wanted to add two extra examples that I believe a lot of people will find helpful:

The situation:

• The Event : People are quitting their jobs.
• The Pattern : These days a lot of people are quitting their jobs.

The solution:

• Transform the mental models : Organizations can become more flexible and understand people’s real needs. Realize that the world is changing and that they must accept the change, not stay in the old ways of doing things.
• Design a better structure : Focus on creating an environment where remote work, or at least the hybrid approach, is working and everyone feels equally rewarded. Review all processes and make them more flexible.
• Patterns : Anticipate what might happen. Have conversations with your staff regularly. This will help you prevent people from burning out or feeling unmotivated .
• Event : When someone wants to quit, you can have a conversation with him and understand his reasons. If his decision is final, you can at least make corrections to your system that will benefit the people who still work for you.
• The Event : Feeling unmotivated.
• The Patterns : Feeling unmotivated for the past couple of months because of the work you do. You’re a freelance writer working from home, creating articles for mediocre companies across the globe.
• The Structure : Working alone from your home. No one to talk to. You’re regularly reading stories of successful writers who do meaningful work which makes you feel even more discouraged.
• Mental Models : You’ve developed high-level writing skills but you want to use them for something bigger. Deep down, you want to create meaningful scripts that will be shared by others not because the advertising budget is high, but because what you’re creating is making people think deeply. Also, you think that you don’t have what it takes to be your own boss.
• Transform mental models : Realizing that working for someone else while creating meaningful content is fully possible. The two can co-exist. Instead of feeling incapable of starting your own thing, recognize that you’re already running your own business. Freelancing is not something everyone can do. It requires strict discipline.
• Design a better structure : Go out more. Work from co-working spaces. Join an online community of writers who support each other. Create time in your life where you can work on your own business – a writing studio.
• Patterns : Figure out what type of work make you feel depressed and avoid such work. And, figure out what type of work brings you joy and focus more on this.
• Event : Create a new daily system where you have the time to work on your own business while working for others too.

Why Is The Iceberg Model Important?

Lastly, I wanted to briefly explain why this thinking concept is so important.

If we operate based only on what we see in front of us – the event level – we are only in a position to react. We can skip a meal and think that we’re doing a change. Watch a motivational video to finish the boring project. But the underlying desire to eat or avoid doing your job will still be there, lurking. Patiently waiting for another moment to appear and cause distress.

You can imagine everything below the event as an independent system. The transformation lies in the thinking that created the structure, that drove the pattern, that caused the event.

Once you can see all of these as different systems, you will shift your perspective – do the work to remove the intervenor . Dig deeper to understand what’s really causing the problem. And all of this will help you become much better at solving problems.

Some Closing Thoughts

Before you go, think about this: “What problems that are troubling my mind are worth analyzing with the iceberg model?”

Don’t just skim the content without doing the work. Put the framework into practice. Even if you think you have the situation under control, the questions and the process of thinking about the different scenarios will make you more prepared for possible complications.

When we teach ourselves to look beyond what’s visible, we’ll learn to identify the root cause of the problems we face – the systems that drive the behavior. Therefore, become better problem solvers and even more importantly, create solutions based on our core desires or work towards adopting encouraging mental models. 5

“Systems thinking is a discipline for seeing wholes. It is a framework for seeing interrelationships rather than things, for seeing ‘patterns of change’ rather than ‘static snapshots.” Peter Senge

Add to your mental toolset by reading the following:

• How To Think Better (Evidence-Based Ways to Think Better)
• How To Integrate The 16 Habits of Mind Into Your Daily Life
• Thinking In 3D : A Better Way To Solve Complex Problems
• Level Up With Self-Discipline Training

Dare To Act:

Join The Study Newsletter. A biweekly bookish newsletter inspiring you to commit to continuous growth. Great for lifelong learners, creators, and wanderers alike.

• This is most commonly used to explain the so-called butterfly effect . In short, a small change in one state of a deterministic nonlinear system can result in large differences in a later state.
• Obviously, it’s a bit more complicated than that, but I believe you get my point.
• You can learn here about the general use of mental models.
• I know. That’s easier said than done. The amount of work that needs to be done will take you months, years in some cases. I’ve written plenty on the topic of self-discipline . Check it out.
• The following articles helped me create this piece of information: Connecting Systems Thinking and Action by Ed Cunliff; Iceberg Model Untools by Adam Amran; A Systems Thinking Model: The Iceberg by Ecochallenge.

Related Entries

Talent vs Skill: Which Matters More in the Pursuit of Mastery?

Personal Discipline: What Is It and How To Create One

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Mathematics for Teaching

This site is NOT about making mathematics easy because it isn't. It is about making it make sense because it does.

Levels of Problem Solving Skills

Level 1 – Recognition

Students at this level have the ability to recognize characteristics of a previously solved problem in a new situation and believe that one can do again what one did before. Solvers operating at this level would not be able to anticipate sources of difficulty and would be surprised by complications that might occur as they attempted their solution. A student operating at this level would not be able to mentally run-through a solution method in order to confirm or reject its usefulness.

Level 2 – Re-presentation

Students at this level are able to run through a problem mentally and are able to anticipate potential sources of difficulty and promise. Solvers who operate at this level are more flexible in their thinking and are not only able to recognize similarities between problems, they are also able to notice the differences that might cause them difficulty if they tried to repeat a previously used method of solution. Such solvers could imagine using the methods and could even imagine some of the problems they might encounter but could not take the results as a given. At this level, the subject would be unable to think about potential methods of solution and the anticipated results of such activity.

Level 3 – Structural abstraction

Students at this level evaluates solution prospects based on mental run-throughs of potential methods as well as methods that have been used before. They are able to discern the characteristics that are necessary to solve the problem and are able to evaluate the merits of a solution method based on these characteristics. This level evidences considerable flexibility of thought.

Level 4 – Structural awareness

A solver operating at this level is able to anticipate the results of potential activity without having to complete a mental run-through of the solution activity. The problem structure created by the solver has become an object of reflection. The student is able to consider such structures as objects and is able to make judgments about them without resorting to physically or mentally representing methods of solution.

The levels of problem solving skills described above indicate that as solvers attain the higher levels they become increasingly flexible in their thinking. This framework is from the dissertation of Cifarelli but I read it from the paper  The roles of reification and reflective abstraction in the development of abstract thought: Transitions from arithmetic to algebra by Tracy Goodson-Espy. Educational Studies in Mathematics 36: 219–245, 1998.  © 1998 Kluwer Academic Publishers. Printed in the Netherlands.

You may also be interested on  Levels of understanding of function in equation form  based on my own research on understanding function.

Image Credit: vidoons.com/how-it-works

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One thought on “ Levels of Problem Solving Skills ”

Great! Interesting trial to rank ‘The levels of appreciating, handling, problematics, then methods.’.

Too much weight on ‘methods’ at my sense (because – so often – the main difficulty is not there downstream, but upstream, at the analyse and comparative pace, in the capacity to analyse the datas, their linkage, the system as named in Physics.).

Eventhough this slight remark, THANK YOU, congratulations, and encouragements to continue!

Comments are closed.

Store / Books / Four Types of Problems

Four Types of Problems

by Art Smalley

$ 50.00

When faced with a problem, many business leaders and teams mechanically reach for a familiar problem-solving methodology. The problem is that the methods are often mismatched with the problem, creating unnecessary struggle, frustration, delay, and ineffectiveness in solving the problem — if it is ever solved at all.

In Four Types of Problems: from reactive troubleshooting to creative innovation  veteran lean management practitioner Art Smalley, explains why settling on a favorite problem-solving technique or two is a mistake. He shows that most business problems fall into four main categories, each requiring different thought processes, management cadences, and improvement methods.

• Book details
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Intro to Problem-Solving

Learn a proven, systematic approach to resolving business and work process problems.

When faced with problems many business leaders and teams reach for familiar and standard problem-solving methods, often creating unnecessary struggle, frustration, delay, and ineffectiveness in solving the problem — if it is ever solved at all! In other words, they keep reaching for the same old hammer as if every business problem were a nail.

In Four Types of Problems, continuous improvement expert and author Art Smalley shows you how to break the “hammer-and-nail” trap. He demonstrates that most business problems fall into four main categories:

• Troubleshooting: A reactive process of rapidly fixing abnormal conditions by returning things to immediately known standards.
• Gap-from-standard: A structured problem-solving process that aims more at the root cause through problem definition, goal setting, analysis, countermeasure implementation, checks, standards, and follow-up activities.
• Target-state: Continuous improvement (kaizen) that goes beyond existing levels of performance to achieve new and better standards or conditions.
• Open-ended and Innovation: Unrestricted pursuit through creativity and synthesis of a vision or ideal condition that entail radical improvements and unexpected products, processes, systems, or value for the customer beyond current levels.

“Organizations and individuals at all levels fall into the trap of having one primary or standard way of solving every problem,” writes Smalley, who learned problem solving from Tomoo Harada at Toyota’s historic Kamigo engine plant. Harada led the maintenance activities that created the stability needed for Taiichi Ohno’s innovations in the Toyota Production System.

Each type of problem category requires different thought processes, improvement methods, and management cadences. Each type has its own sub-system and surfacing mechanism, management cadence, timing, and difficulty level, he explained. One size does not fit all situations and just training people in tools or techniques only scratches the surface of problem solving.

In Four Types of Problems you’ll learn:

• 4 types of problem-solving approaches that are effective against virtually every business problem;
• How to advance from treating “abnormal conditions” to more robust problem-solving routines that develop people and create a more diverse continuous improvement culture;
• When and how to use each type with real-world examples;
• The strengths and limitation of each problem-solving type;
• The right sub-system for each type;
• The importance of timing and cadence for each routine;
• The 3 main kinds of countermeasures and when to use each;
• How to use the 4 Cs of Problem Solving for Type 1 or troubleshooting;
• The critical role of frontline supervisors in troubleshooting;
• 2 conditions calling for Type 2 — gap from standard — problem solving;
• 7 basic steps of Type 2 problem solving, including key points for each step;
• What sets Type 3 problem solving apart from Types 1 and 2;
• Why Type 3 thinking is possible for any activity – manufacturing, services, healthcare, logistics, government, etc.;
• Experts’ perspectives on the modern Type 4 problem-solving approaches of Design Thinking and Set-Based Innovation;
• Type 4 innovation checklist;
• 6 cross-cutting themes shared by all types of problem solving;
• Review questions after each chapter to assess your understanding;
• How to assess a company’s capabilities in all four types at four different levels of proficiency;
• The thinking and logic behind key tools for continuous improvement;
• 60+ illustrations to reinforce key points and lessons!

Chapter Downloads:

• Problem Printable

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What are the 4 levels of problem solving?

• recognising and defining the problem.
• finding possible solutions.
• choosing the best solution.
• implementing the solution.

What is problem solving method in physics?

The strategy we would like you to learn has five major steps: Focus the Problem, Physics Description, Plan a Solution, Execute the Plan, and Evaluate the Solution. Let’s take a detailed look at each of these steps and then do an sample problem following the strategy.

What problems can be solved using physics?

• Global warming. Global warming is a real threat that needs no further explanation.
• Food production.
• Medical applications.
• Energy crisis.

How do you master problem solving in physics?

• Focus on the Problem. Establish a clear mental image of the problem. A.
• Describe the Physics. Refine and quantify your mental image of the problem. A.
• Plan a Solution. Turn the concepts into math. A.
• Execute the Plan. This is the easiest step – it’s just the algebra/calculus/etc. A.
• Evaluate the Answer. Be skeptical.

What are the 7 stages of problem-solving?

• 7 Steps for Effective Problem Solving.
• Step 1: Identifying the Problem.
• Step 2: Defining Goals.
• Step 3: Brainstorming.
• Step 4: Assessing Alternatives.
• Step 5: Choosing the Solution.
• Step 6: Active Execution of the Chosen Solution.
• Step 7: Evaluation.

What are the 5 types of problem-solving?

• Define the problem.
• Gather information.
• Generate possible solutions.
• Evaluate ideas and then choose one.

What are the 6 types of problem-solving?

• Step 1: Identify and define the problem. State the problem as clearly as possible.
• Step 2: Generate possible solutions.
• Step 3: Evaluate alternatives.
• Step 4: Decide on a solution.
• Step 5: Implement the solution.
• Step 6: Evaluate the outcome.

What are the 3 stages of problem-solving?

A few months ago, I produced a video describing this the three stages of the problem-solving cycle: Understand, Strategize, and Implement. That is, we must first understand the problem, then we think of strategies that might help solve the problem, and finally we implement those strategies and see where they lead us.

What is problem-solving and higher level skills?

Problem-solving (PS) is an ability that contribute in realigning and monitoring the thinking process thus believed to be able to enhance the quality of learning by promoting higher order thinking skill (HOTS) in students.

What is the hardest physics problem?

Quantum Gravity The biggest unsolved problem in fundamental physics is how gravity and the quantum will be made to coexist within the same theory. Quantum Gravity [1] is required to make the whole of physics logically consistent.

Why are physics problems so hard?

Why is Physics harder than Math? Answer: Physics demands problem-solving skills that can be developed only with practice. It also involves theoretical concepts, mathematical calculations and laboratory experiments that adds to the challenging concepts.

What is the easiest way to learn physics problems?

• Make use of the preview that you did prior to the class. Again,
• Read the homework problems first.
• Read actively with questions in mind.
• Stop periodically and pointedly recall the material that you have.
• During your reading you will notice sections, equations, or ideas that.

Does physics require problem solving?

Problem-solving skills are clearly essential to success in a quantitative course in physics. More important, the ability to apply broad physical principles—usually represented by equations—to specific situations is a very powerful form of knowledge. It is much more powerful than memorizing a list of facts.

How can I expert in physics?

• Master the Basics.
• Learn How to Basic Equations Came About.
• Always Account For Small Details.
• Work on Improving Your Math Skills.
• Simplify the Situations.
• Use Drawings.
• Always Double-Check Your Answers.
• Use Every Source of Physics Help Available.

Who is the father of problem solving method?

George Polya, known as the father of modern problem solving, did extensive studies and wrote numerous mathematical papers and three books about problem solving.

What are the 10 steps of problem-solving?

• Define the issue. What is the real problem you’re trying to solve?
• Define the time frame.
• Develop alternatives.
• Discuss potential solutions.
• Change your perspective.
• Set the issue aside.

What is the 5 Why problem-solving process?

The 5 Whys Problem Solving technique is a simple process to follow to solve any problem by repeatedly asking the question “Why” (five times is a good rule of thumb), to peel away the layers of symptoms that can lead to the root cause of a problem. This strategy relates to the principle of systematic problem solving.

What are some problem-solving methods?

• The Creativity Dice.
• Fishbone Analysis.
• Problem Tree.
• SWOT Analysis.
• Agreement-Certainty Matrix.
• Speed Boat.

What are the two basic types of problem-solving?

There are two major types of problem solving – reflective and creative. Regardless of the type of problem solving a class uses, problem solving focuses on knowing the issues, considering all possible factor and finding a solution.

What are the 3 classification of problem?

Generally, a problem might be posed in the form of a question, and we might classify these questions into three kinds : Empirical questions. Conceptual questions. Evaluative questions.

What are the 8 steps of problem-solving?

• Step 1: Define the Problem. What is the problem?
• Step 2: Clarify the Problem.
• Step 3: Define the Goals.
• Step 4: Identify Root Cause of the Problem.
• Step 5: Develop Action Plan.
• Step 6: Execute Action Plan.
• Step 7: Evaluate the Results.
• Step 8: Continuously Improve.

Who introduce the 4 steps in problem-solving?

Nearly 100 years ago, a man named George Polya designed a four-step method to solve all kinds of problems: Understand the problem, make a plan, execute the plan, and look back and reflect. Because the method is simple and generalizes well, it has become a classic method for solving problems.

What are high level problems?

Highest-level problems are those most difficult to solve and it’s VUCA – the amount of volatility, unfamiliarity, complexity and ambiguity posed by a problem – that determines difficulty. The higher the VUCA, the more difficult the problem.

What are the levels of problem-solving skills?

• Entry level. Identifies the problem and considers potential solutions.
• Intermediate Level. Identifies the problem and considers potential solutions. Employs multiple problem-solving strategies.
• Expert Level. Employs multiple problem-solving strategies.

What is the importance of problem-solving skills?

Why is it important? Employers like to see good problem solving skills because it also helps to show them you have a range of other competencies such as logic, creativity, resilience, imagination, lateral thinking and determination. It is a vital skills for your professional and personal life.

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Bridging the labor mismatch in US construction

The US construction sector seems set for a jobs boom. The US Bipartisan Infrastructure Law  projects $550 billion of new infrastructure investment over the next decade, which our modeling suggests could create 3.2 million new jobs across the nonresidential construction value chain. That’s approximately a 30 percent increase in the overall US nonresidential construction workforce, which would mean 300,000 to 600,000 new workers entering the sector—every year.

This is a big ask for an industry that is already struggling to find the people it needs. In October 2021, 402,000 construction positions 1 Included both nonresidential and residential construction openings. Further granularity is not available from the US Bureau of Labor Statistics. remained unfilled at the end of the month, the second-highest level recorded since data collection began in December 2000.

In this environment, wages have already increased significantly since the onset of the COVID-19 pandemic, reflecting intense competition for employees, with employers offering higher pay or other nonwage benefits. Between December 2019 and 2021, construction wages grew by 7.9 percent. 2 Quarterly Census of Employment and Wages, US Bureau of Labor Statistics. Competition from other sectors for the same pool of labor is heating up, too. For example, over the same period, transportation and warehousing wages grew by 12.6 percent. The prospect of higher pay and better working conditions is already tempting experienced workers away from construction and into these and other sectors.

No end in sight

Today’s mismatches are likely to persist because of structural shifts in the labor market. The relationship between job openings and unemployment has departed from historical trends. In January 2022—two years from the start of the pandemic—the US unemployment rate stood at 4.0 percent, close to its prepandemic level of 3.5 percent. Job openings remained exceptionally high, however, with 10.9 million unfilled positions as of the end of December 2021, compared with 5.9 million in December 2019.

This labor supply imbalance has multiple root causes, some shorter term and cyclical while others are more structural in nature. For example, the pandemic brought forward the retirements of many in the baby-boomer generation, with an estimated 3.2 million leaving the workforce in 2020—over a million more than in any year before 2016. According to the American Opportunity Survey , among those who are unemployed, concerns about physical health, mental health, and lack of childcare remain the dominant impediments preventing reentry into the workforce. Research on the “Great Attrition/Great Attraction”  also highlights the importance of nonwage components of the employee value proposition. Record job openings and quit rates highlight employees’ growing emphasis on feeling valued by their organization, supportive management, and flexibility and autonomy at work.

Additionally, the pipeline of new construction workers is not flowing as freely as it once did. Training programs have been slow to restart operations after pandemic-driven safety concerns led to their suspension the spring of 2020. The industry is finding it more difficult to attract the international workforce that has been an important source of talent for engineering, design, and contracting activities. Net migration has been falling since 2016, a trend accelerated by COVID-19 travel restrictions. 3 Population estimates, US Census Bureau. Between 2016 and 2021, net migration declined steadily from 1.06 million to 244,000.

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Impact on projects.

The interconnected nature of the construction value chain means that the labor mismatch generates knock-on effects across the project life cycle and supply chain. By late 2021, project owners were reporting that up to 25 percent of material deliveries to sites were either late or incomplete. In project execution, the combination of higher hourly rates, premiums and incentives, and overtime payments was resulting in overall labor costs as much as double prepandemic levels. Meanwhile, difficulty accessing skilled and experienced people was leading some owners to report project delays related to issues around the quality and productivity of on-site work.

In some US cities and their suburbs, wage growth has surpassed the level seen in core Gulf Coast counties at the height of the shale oil boom. Labor shortages in the shale sector drove wages up by 5 to 10 percent and were correlated with steep drops in productivity. The productivity of some tasks fell by 40 percent or more during shale construction peaks (exhibit), and overall productivity declined by about 40 percent per year when labor was in short supply. This forced owners to extend project timelines by 20 to 25 percent. The impact of a long-term, nationwide labor mismatch might be even more severe than the shale industry’s experience, given that oil companies were able to attract new workers from around the country.

Getting back into balance

The labor mismatch in the construction sector is bad today, and set to get worse. To avoid a decade or more of rising costs, falling productivity, and ever-increasing project delays, companies in the industry should consider thoughtful actions now.

Those actions could address three components of the challenge. First, companies could do everything possible to maximize productivity through measures aimed at improving efficiency across the value chain. Second, they could expand the pool of available labor by doubling down on accessing diverse talent and working harder to retain the employees already in their organization. Finally, they could consider making labor a strategic priority, with senior leadership attention within companies.

Improving construction productivity

Companies could access a range of levers to reduce the labor content required per job and drive to improve productivity in project development and delivery. Those levers involve changes to project designs and fresh thinking about when, where, and how work is done.

Improvements in productivity occur long before work starts on the ground. They include rigorous control of project scope, design simplification, and standardization. Increasing the use of off-site and modular construction , for example, could allow projects to capture multiple benefits, including accelerated design cycles; the greater productivity associated with industrialized, factory floor manufacturing techniques; automation; and less time spent on site.

Smarter execution management, enabled by digital technologies and analytics techniques could drive better, faster decision making during project delivery. Real-time data collection, for example, gives project managers earlier, more detailed insights about progress, allowing them to intervene more effectively to maintain productivity and keep projects on track. Intelligent simulation software allows teams to evaluate hundreds of thousands of possible critical paths, identifying approaches that could be more efficient or less risky than the conventional wisdom.

Lean construction is another proven way to drive significant and sustainable productivity improvements. Establishing a centralized, continuous improvement engine could enhance on-site execution through integrated planning, performance management, and waste elimination. Key stakeholders across the project work with a common, agreed set of key performance indicators. That allows them to address issues in real time and facilitates collaboration to reduce waste and variability work. Capability building across the planning and construction teams could help team members understand and adopt lean construction practices.

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Reimagining talent.

To ensure access to the skills they need, construction sector companies can accelerate the onboarding of recruits, boost retention by revisiting what employees want beyond wages, and invest more in developing their pipelines of future workers.

In the near term, employers could prioritize review of job applications and reduce the number of steps in both the interview and onboarding process. In the medium term, both the public and private sectors could look to reduce hiring timelines and shift to a skills-based approach when hiring.

In the medium term, retaining current staff and attracting new talent will both turn on understanding of what employees value beyond wages. Competitive wages are now table stakes, so employees are thinking about a broader set of benefits and workplace characteristics when making decisions about where to work. Research on attrition in the postpandemic workplace  has shown that they are placing more emphasis on autonomy, flexibility, support, and upward mobility.

In the longer term, the construction industry can consider a new approach to talent attraction, development, and retention. Talent acquisition could begin early, through partnerships with educational institutions including universities, colleges, and high schools. These partnerships could boost awareness of the possibilities of a career in the sector and ensure future employees have appropriate skills prior to onboarding.

Companies could also look more widely for potential recruits, considering individuals who have taken alternative educational paths, such as technical degrees or hands-on experience. The Rework America Alliance , a Markle-led coalition in which McKinsey is a partner, illustrates the importance of skills-based, rather than credential-based, hiring. A skills-based perspective  is key to tapping into the talents of the 106 million workers who have built capabilities through experience but whose talents are often unrecognized because they don’t have a four-year college degree. A skills-based approach could be complemented by reimagining apprenticeships to bring younger students and vocational talent into the industry at an earlier stage in their careers.

Employers could consider working with a range of nontraditional sources of talent, including veteran-transition programs, formerly incarcerated individuals, and others. Homeboy Industries provides an example of the local impact, effectiveness, and potential of working with often overlooked population segments. Moreover, identifying and attracting talent from outside the traditional paths used by the construction industry could also help it to increase the diversity of its workforce. Today, 88 percent of the sector’s workforce is White and 89 percent is male. 4 Labor Force Statistics from the Current Population Survey Database, US Bureau of Labor Statistics, accessed March 10, 2022.

Looking at labor through a strategic lens

Labor and skills shortages have the potential to slow growth and erode profitability across the construction value chain. For C-suites, there’s no other single issue that could protect against significant cost erosion. Companies could consider establishing a systematic talent acquisition and retention program, led by a C-level executive and a core part of the CEO agenda. That program could first be tasked with building a robust fact base on current and emerging labor needs and availability gaps. It could then identify a bold set of initiatives that address labor-related issues across the value chain. This exercise starts in the boardroom, but it doesn’t stop there. Leadership will likely need to be increasingly present in the field and on the job site too, celebrating and recognizing top talent throughout the organization.

The labor challenge extends well beyond corporate boundaries. Since the successful delivery of a project could be jeopardized by labor shortages in a single value-chain participant, project owners and contractors may want to adapt the structure of project relationships and contracts. Moving away from traditional contracting methods to collaborative contracts , for example, allows participants to share market risks and opportunities as a project evolves, rather than baking in worst-case estimates at the outset of negotiations.

The US construction sector is poised to revitalize, replace, and expand the country’s infrastructure. Done right, that will power inclusive growth and set up the economy for success in the 21st century. To do so, the sector will need to address its labor challenges. That calls for the application of a diverse set of tools and approaches to create better jobs, get the most out of its people, and optimize agility and collaboration across the value chain.

Garo Hovnanian is a partner in McKinsey’s Philadelphia office, Ryan Luby is a senior knowledge expert in the New York office, and Shannon Peloquin is a partner in the Bay Area office.

The authors wish to thank Tim Bacon, Luis Campos, Roberto Charron, Justin Dahl, Rebecca de Sa, Bonnie Dowling, Bryan Hancock, Rawad Hasrouni, Adi Kumar, Jonathan Law, Michael Neary, Nikhil Patel, Gaby Pierre, Jose Maria Quiros, Kurt Schoeffler, Shubham Singhal, Stephanie Stefanski, Jennifer Volz, and Jonathan Ward for their contributions to this article.

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AI Prompt Engineering Isn’t the Future

• Oguz A. Acar

Asking the perfect question is less important than really understanding the problem you’re trying to solve.

Despite the buzz surrounding it, the prominence of prompt engineering may be fleeting. A more enduring and adaptable skill will keep enabling us to harness the potential of generative AI? It is called problem formulation — the ability to identify, analyze, and delineate problems.

Prompt engineering has taken the generative AI world by storm. The job, which entails optimizing textual input to effectively communicate with large language models, has been hailed by World Economic Forum as the number one “job of the future” while Open AI CEO Sam Altman characterized it as an “amazingly high-leveraged skill.” Social media brims with a new wave of influencers showcasing “magic prompts” and pledging amazing outcomes.

• Oguz A. Acar is a Chair in Marketing at King’s Business School, King’s College London.

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