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The easy 4 step problem-solving process (+ examples)

This is the 4 step problem-solving process that I taught to my students for math problems, but it works for academic and social problems as well.

Every problem may be different, but effective problem solving asks the same four questions and follows the same method.

• What’s the problem? If you don’t know exactly what the problem is, you can’t come up with possible solutions. Something is wrong. What are we going to do about this? This is the foundation and the motivation.
• What do you need to know? This is the most important part of the problem. If you don’t know exactly what the problem is, you can’t come up with possible solutions.
• What do you already know? You already know something related to the problem that will help you solve the problem. It’s not always obvious (especially in the real world), but you know (or can research) something that will help.
• What’s the relationship between the two? Here is where the heavy brainstorming happens. This is where your skills and abilities come into play. The previous steps set you up to find many potential solutions to your problem, regardless of its type.

When I used to tutor kids in math and physics , I would drill this problem-solving process into their heads. This methodology works for any problem, regardless of its complexity or difficulty. In fact, if you look at the various advances in society, you’ll see they all follow some variation of this problem-solving technique.

“The gap between understanding and misunderstanding can best be bridged by thought!” ― Ernest Agyemang Yeboah

Generally speaking, if you can’t solve the problem then your issue is step 3 or step 4; you either don’t know enough or you’re missing the connection.

Good problem solvers always believe step 3 is the issue. In this case, it’s a simple matter of learning more. Less skilled problem solvers believe step 4 is the root cause of their difficulties. In this instance, they simply believe they have limited problem-solving skills.

This is a fixed versus growth mindset and it makes a huge difference in the effort you put forth and the belief you have in yourself to make use of this step-by-step process. These two mindsets make a big difference in your learning because, at its core, learning is problem-solving.

Let’s dig deeper into the 4 steps. In this way, you can better see how to apply them to your learning journey.

Step 1: What’s the problem?

The ability to recognize a specific problem is extremely valuable.

Most people only focus on finding solutions. While a “solutions-oriented” mindset is a good thing, sometimes it pays to focus on the problem. When you focus on the problem, you often make it easier to find a viable solution to it.

When you know the exact nature of the problem, you shorten the time frame needed to find a solution. This reminds me of a story I was once told.

When does the problem-solving process start?

The process starts after you’ve identified the exact nature of the problem.

Homeowners love a well-kept lawn but hate mowing the grass.

Many companies and inventors raced to figure out a more time-efficient way to mow the lawn. Some even tried to design robots that would do the mowing. They all were chasing the solution, but only one inventor took the time to understand the root cause of the problem.

Most people figured that the problem was the labor required to maintain a lawn. The actual problem was just the opposite: maintaining a lawn was labor-intensive. The rearrangement seems trivial, but it reveals the true desire: a well-maintained lawn.

The best solution? Remove maintenance from the equation. A lawn made of artificial grass solved the problem . Hence, an application of Astroturf was discovered.

This way, the law always looked its best. Taking a few moments to apply critical thinking identified the true nature of the problem and yielded a powerful solution.

An example of choosing the right problem to work the problem-solving process on

One thing I’ve learned from tutoring high school students in math : they hate word problems.

This is because they make the student figure out the problem. Finding the solution to a math problem is already stressful. Forcing the student to also figure out what problem needs solving is another level of hell.

Word problems are not always clear about what needs to be solved. They also have the annoying habit of adding extraneous information. An ordinary math problem does not do this. For example, compare the following two problems:

What’s the height of h?

A radio station tower was built in two sections. From a point 87 feet from the base of the tower, the angle of elevation of the top of the first section is 25º, and the angle of elevation of the top of the second section is 40º. To the nearest foot, what is the height of the top section of the tower?

The first is a simple problem. The second is a complex problem. The end goal in both is the same.

The questions require the same knowledge (trigonometric functions), but the second is more difficult for students. Why? The second problem does not make it clear what the exact problem is. Before mathematics can even begin, you must know the problem, or else you risk solving the wrong one.

If you understand the problem, finding the solution is much easier. Understanding this, ironically, is the biggest problem for people.

Problem-solving is a universal language

Speaking of people, this method also helps settle disagreements.

When we disagree, we rarely take the time to figure out the exact issue. This happens for many reasons, but it always results in a misunderstanding. When each party is clear with their intentions, they can generate the best response.

Education systems fail when they don’t consider the problem they’re supposed to solve. Foreign language education in America is one of the best examples.

The problem is that students can’t speak the target language. It seems obvious that the solution is to have students spend most of their time speaking. Unfortunately, language classes spend a ridiculous amount of time learning grammar rules and memorizing vocabulary.

The problem is not that the students don’t know the imperfect past tense verb conjugations in Spanish. The problem is that they can’t use the language to accomplish anything. Every year, kids graduate from American high schools without the ability to speak another language, despite studying one for 4 years.

Well begun is half done

Before you begin to learn something, be sure that you understand the exact nature of the problem. This will make clear what you need to know and what you can discard. When you know the exact problem you’re tasked with solving, you save precious time and energy. Doing this increases the likelihood that you’ll succeed.

Step 2: What do you need to know?

All problems are the result of insufficient knowledge. To solve the problem, you must identify what you need to know. You must understand the cause of the problem. If you get this wrong, you won’t arrive at the correct solution.

Either you’ll solve what you thought was the problem, only to find out this wasn’t the real issue and now you’ve still got trouble or you won’t and you still have trouble. Either way, the problem persists.

If you solve a different problem than the correct one, you’ll get a solution that you can’t use. The only thing that wastes more time than an unsolved problem is solving the wrong one.

Imagine that your car won’t start. You replace the alternator, the starter, and the ignition switch. The car still doesn’t start. You’ve explored all the main solutions, so now you consider some different solutions.

Now you replace the engine, but you still can’t get it to start. Your replacements and repairs solved other problems, but not the main one: the car won’t start.

Then it turns out that all you needed was gas.

This example is a little extreme, but I hope it makes the point. For something more relatable, let’s return to the problem with language learning.

You need basic communication to navigate a foreign country you’re visiting; let’s say Mexico. When you enroll in a Spanish course, they teach you a bunch of unimportant words and phrases. You stick with it, believing it will eventually click.

When you land, you can tell everyone your name and ask for the location of the bathroom. This does not help when you need to ask for directions or tell the driver which airport terminal to drop you off at.

Finding the solution to chess problems works the same way

The book “The Amateur Mind” by IM Jeremy Silman improved my chess by teaching me how to analyze the board.

It’s only with a proper analysis of imbalances that you can make the best move. Though you may not always choose the correct line of play, the book teaches you how to recognize what you need to know . It teaches you how to identify the problem—before you create an action plan to solve it.

The problem-solving method always starts with identifying the problem or asking “What do you need to know?”. It’s only after you brainstorm this that you can move on to the next step.

Learn the method I used to earn a physics degree, learn Spanish, and win a national boxing title

• I was a terrible math student in high school who wrote off mathematics. I eventually overcame my difficulties and went on to earn a B.A. Physics with a minor in math
• I pieced together the best works on the internet to teach myself Spanish as an adult
• *I didn’t start boxing until the very old age of 22, yet I went on to win a national championship, get a high-paying amateur sponsorship, and get signed by Roc Nation Sports as a profession.

I’ve used this method to progress in mentally and physically demanding domains.

While the specifics may differ, I believe that the general methods for learning are the same in all domains.

This free e-book breaks down the most important techniques I’ve used for learning.

Step 3: What do you already know?

The only way to know if you lack knowledge is by gaining some in the first place. All advances and solutions arise from the accumulation and implementation of prior information. You must first consider what it is that you already know in the context of the problem at hand.

Isaac Newton once said, “If I have seen further, it is by standing on the shoulders of giants.” This is Newton’s way of explaining that his advancements in physics and mathematics would be impossible if it were not for previous discoveries.

Mathematics is a great place to see this idea at work. Consider the following problem:

What is the domain and range of y=(x^2)+6?

This simple algebra problem relies on you knowing a few things already. You must know:

• The definition of “domain” and “range”
• That you can never square any real number and get a negative

Once you know those things, this becomes easy to solve. This is also how we learn languages.

An example of the problem-solving process with a foreign language

Anyone interested in serious foreign language study (as opposed to a “crash course” or “survival course”) should learn the infinitive form of verbs in their target language. You can’t make progress without them because they’re the root of all conjugations. It’s only once you have a grasp of the infinitives that you can completely express yourself. Consider the problem-solving steps applied in the following example.

I know that I want to say “I don’t eat eggs” to my Mexican waiter. That’s the problem.

I don’t know how to say that, but last night I told my date “No bebo alcohol” (“I don’t drink alcohol”). I also know the infinitive for “eat” in Spanish (comer). This is what I already know.

Now I can execute the final step of problem-solving.

Step 4: What’s the relationship between the two?

I see the connection. I can use all of my problem-solving strategies and methods to solve my particular problem.

I know the infinitive for the Spanish word “drink” is “beber” . Last night, I changed it to “bebo” to express a similar idea. I should be able to do the same thing to the word for “eat”.

“No como huevos” is a pretty accurate guess.

In the math example, the same process occurs. You don’t know the answer to “What is the domain and range of y=(x^2)+6?” You only know what “domain” and “range” mean and that negatives aren’t possible when you square a real number.

A domain of all real numbers and a range of all numbers equal to and greater than six is the answer.

This is relating what you don’t know to what you already do know. The solutions appear simple, but walking through them is an excellent demonstration of the process of problem-solving.

In most cases, the solution won’t be this simple, but the process or finding it is the same. This may seem trivial, but this is a model for thinking that has served the greatest minds in history.

A recap of the 4 steps of the simple problem-solving process

• What’s the problem? There’s something wrong. There’s something amiss.
• What do you need to know? This is how to fix what’s wrong.
• What do you already know? You already know something useful that will help you find an effective solution.
• What’s the relationship between the previous two? When you use what you know to help figure out what you don’t know, there is no problem that won’t yield.

Learning is simply problem-solving. You’ll learn faster if you view it this way.

What was once complicated will become simple.

What was once convoluted will become clear.

Ed Latimore

I’m a writer, competitive chess player, Army veteran, physicist, and former professional heavyweight boxer. My work focuses on self-development, realizing your potential, and sobriety—speaking from personal experience, having overcome both poverty and addiction.

Follow me on Twitter.

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Four-Step Math Problem Solving Strategies & Techniques

• Harlan Bengtson
• Categories : Help with math homework
• Tags : Homework help & study guides

Four Steps to Success

There are many possible strategies and techniques you can use to solve math problems. A useful starting point is a four step approach to math problem solving. These four steps can be summarized as follows:

• Carefully read the problem. In this careful reading, you should especially seek to clearly identify the question that is to be answered. Also, a good, general understanding of what the problem means should be sought.
• Choose a strategy to solve the problem. Some of the possible strategies will be discussed in the rest of this article.
• Carry out the problem solving strategy. If the first problem solving technique you try doesn’t work, try another.
• Check the solution. This check should make sure that you have indeed answered the question that was posed and that the answer makes sense.

Step One - Understanding the Problem

As you carefully read the problem, trying to clearly understand the meaning of the problem and the question that you must answer, here are some techniques to help.

Identify given information - Highlighting or underlining facts that are given helps to visualize what is known or given.

Identify information asked for - Highlighting the unknowns in a different color helps to keep the known information visually separate from the unknowns to be determined. Ideally this will lead to a clear identification of the question to be answered.

Look for keywords or clue words - One example of clue words is those that indicate what type of mathematical operation is needed, as follows:

Clue words indicating addition: sum, total, in all, perimeter.

Clue words indicating subtraction: difference, how much more, exceed.

Clue words for multiplication: product, total, area, times.

Clue words for division: share, distribute, quotient, average.

Draw a picture - This might also be considered part of solving the problem, but a good sketch showing given information and unknowns can be very helpful in understanding the problem.

Step Two - Choose the Right Strategy

It step one has been done well, it should ease the job of choosing among the strategies presented here for approaching the problem solving step. Here are some of the many possible math problem solving strategies.

• Look for a pattern - This might be part of understanding the problem or it might be the first part of solving the problem.
• Make an organized list - This is another means of organizing the information as part of understanding it or beginning the solution.
• Make a table - In some cases the problem information may be more suitable for putting in a table rather than in a list.
• Try to remember if you’ve done a similar problem before - If you have done a similar problem before, try to use the same approach that worked in the past for the solution.
• Guess the answer - This may seem like a haphazard approach, but if you then check whether your guess was correct, and repeat as many times as necessary until you find the right answer, it works very well. Often information from checking on whether the answer was correct helps lead you to a good next guess.
• Work backwards - Sometimes making the calculations in the reverse order works better.

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Discover Frequently Asked Math Questions and Their Answers

• How do you write the quadratic function #y=x^2+14x+11# in vertex form?
• How many points does #y=-2x^2+x-3# have in common with the vertex and where is the vertex in relation to the x axis?
• How do you solve #4x^4 - 16x^2 + 15 = 0#?
• How do you solve #2x^2+3x-2=0#?
• How do you solve #7(x-4)^2-2=54# using any method?
• How do you solve #x^2 + 5x + 6 = 0# algebraically?
• How do you use factoring to solve this equation #3x^2/4=27#?
• What is the vertex of # y = (1/8)(x – 5)^2 - 3#?
• How do you solve #| x^2+3x-2 | =2#?
• How do you solve #2x²+3x=5 # using the quadratic formula?
• How do you find the derivative of #y=tan(3x)# ?
• How do you differentiate #f(x)= 1/ (lnx)# using the quotient rule?
• How do you differentiate #(3+sin(x))/(3x+cos(x))#?
• What is the derivative of this function #sin^-1(x/4)#?
• What is the derivative of this function #y=sin^-1(2x)#?
• What is the derivative of this function #arcsec(x^3)#?
• What is the derivative of #y=sin(tan2x)#?
• How do you differentiate #cos(pi*x^2)#?
• What is the derivative of #f(x)=(x^2-4)ln(x^3/3-4x)#?
• What is the derivative of #y=3sin(x) - sin(3x)#?
• A triangle has corners at #(5 ,1 )#, #(2 ,9 )#, and #(4 ,3 )#. What is the area of the triangle's circumscribed circle?
• How can we find the area of irregular shapes?
• A triangle has vertices A, B, and C. Vertex A has an angle of #pi/2 #, vertex B has an angle of #( pi)/3 #, and the triangle's area is #24 #. What is the area of the triangle's incircle?
• An isosceles triangle has sides A, B, and C with sides B and C being equal in length. If side A goes from #(7 ,1 )# to #(8 ,5 )# and the triangle's area is #27 #, what are the possible coordinates of the triangle's third corner?
• A triangle has corners at #(7 , 9 )#, #(3 ,7 )#, and #(4 ,8 )#. What is the radius of the triangle's inscribed circle?
• Circle A has a center at #(2 ,3 )# and a radius of #1 #. Circle B has a center at #(0 ,-2 )# and a radius of #4 #. Do the circles overlap? If not, what is the smallest distance between them?
• A parallelogram has sides A, B, C, and D. Sides A and B have a length of #2 # and sides C and D have a length of # 7 #. If the angle between sides A and C is #pi/4 #, what is the area of the parallelogram?
• What is a quadrilateral that is not a parallelogram and not a trapezoid?
• Your teacher made 8 triangles he need help to identify what type triangles they are. Help him?: 1) #12, 16, 20# 2) #15, 17, 22# 3) #6, 16, 26# 4) #12, 12, 15# 5) #5,12,13# 6) #7,24,25# 7) #8,15,17# 8) #9,40,41#
• A triangle has corners A, B, and C located at #(3 ,5 )#, #(2 ,9 )#, and #(4 , 8 )#, respectively. What are the endpoints and length of the altitude going through corner C?
• What is the GCF of the set #64, 16n^2, 32n#?
• How do you write the reciprocal number of 5?
• Jeanie has a 3/4 yard piece of ribbon. She needs one 3/8 yard piece and one 1/2 yard piece. Can she cut the piece of ribbon into the two smaller pieces? Why?
• How do you find the GCF of #25k, 35j#?
• How do you write 132/100 in a mixed number?
• How do you evaluate the power #2^3#?
• How do you simplify #(4^6)^2 #?
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• How do you solve #\frac { 5} { 8} + \frac { 3} { 2} ( 4- \frac { 1} { 4} ) - \frac { 1} { 8}#?
• What are some acronyms for PEMDAS?
• How do you find all the asymptotes for function #y=(3x^2+2x-1)/(x^2-4 )#?
• How do you determine whether the graph of #y^2+3x=0# is symmetric with respect to the x axis, y axis or neither?
• How do you determine whether the graph of #y^2=(4x^2)/9-4# is symmetric with respect to the x axis, y axis, the line y=x or y=-x, or none of these?
• How do you find the end behavior of #-x^3+3x^2+x-3#?
• How do you find the asymptotes for #(2x^2 - x - 38) / (x^2 - 4)#?
• How do you find the asymptotes for #f(x) = (x^2) / (x^2 + 1)#?
• How do you find the vertical, horizontal and slant asymptotes of: #(3x-2) / (x+1)#?
• How do you find the Vertical, Horizontal, and Oblique Asymptote given #s(t)=(8t)/sin(t)#?
• How do you find vertical, horizontal and oblique asymptotes for #(x^3+1)/(x^2+3x)#?
• How do you find vertical, horizontal and oblique asymptotes for #y = (4x^3 + x^2 + x + 5 )/( x^2 + 3x)#?
• What is a pooled variance?
• What is the mean, mode median and range of 11, 12, 13, 12, 14, 11, 12?
• What is the z-score of sample X, if #n = 81, mu= 43, St. Dev. =90, and E[X] =57#?
• The camera club has five members, and the mathematics club has eight. There is only one member common to both clubs. In how many ways could a committee of four people be formed with at least one member from each club?
• How many permutations are there of the letter in the word baseball?
• How do you evaluate 6p4?
• What is the probability of #X= 6# successes, using the binomial formula?
• A lottery has a $100 000 first prize, a $25 000 second prize, and five $500 third prizes. A total of 50000 tickets are sold. What is the probability of winning a prize in this lottery?
• When a event is reported, the probability that is a negative event is 30%. What is the probability that 3 out of 5 reported events are negative?
• What is the median of 5, 19, 2, 28, 25?
• How do you solve this trigonometric equation?
• What is the frequency of #f(theta)= sin 3 t - cos2 t #?
• How do you evaluate #Sin(pi/2) + 6 cos(pi/3) #?
• How do you find the values of all six trigonometric functions of a right triangle ABC where C is the right angle, given a=9, b=40, c=41?
• How do you express (5*pi)/4 into degree?
• Solve for θ on the interval [90°,180°]:2tanθ +19 = 0?
• Prove that #((cos(33^@))^2-(cos(57^@))^2)/((sin(10.5^@))^2-(sin(34.5^@))^2)= -sqrt2# ?
• A triangle has sides A, B, and C. The angle between sides A and B is #(pi)/3# and the angle between sides B and C is #pi/6#. If side B has a length of 26, what is the area of the triangle?
• How do you write the following in trigonometric form and perform the operation given #(sqrt3+i)(1+i)#?
• A triangle has sides A, B, and C. The angle between sides A and B is #(2pi)/3#. If side C has a length of #32 # and the angle between sides B and C is #pi/12#, what is the length of side A?

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What IS Problem-Solving?

Ask teachers about problem-solving strategies, and you’re opening a can of worms! Opinions about the “best” way to teach problem-solving are all over the board. And teachers will usually argue for their process quite passionately.

When I first started teaching math over 25 years ago, it was very common to teach “keywords” to help students determine the operation to use when solving a word problem. For example, if you see the word “total” in the problem, you always add. Rather than help students become better problem solvers, the use of keywords actually resulted in students who don’t even feel the need to read and understand the problem–just look for the keywords, pick out the numbers, and do the operation indicated by the keyword.

This post contains affiliate links, which simply means that when you use my link and purchase a product, I receive a small commission. There is no additional cost to you, and I only link to books and products that I personally use and recommend.

Another common strategy for teaching problem-solving is the use of acrostics that students can easily remember to perform the “steps” in problem-solving. CUBES is an example. Just as with keywords, however, students often follow the steps with little understanding. As an example, a common step is to underline or highlight the question. But if you ask students why they are underlining or highlighting the question, they often can’t tell you. The question is , in fact, super important, but they’ve not been told why. They’ve been told to underline the question, so they do.

The problem with both keywords and the rote-step strategies is that both methods try to turn something that is inherently messy into an algorithm! It’s way past time that we leave both methods behind.

First, we need to broaden the definition of problem-solving. Somewhere along the line, problem-solving became synonymous with “word problems.” In reality, it’s so much more. Every one of us solves dozens or hundreds of problems every single day, and most of us haven’t solved a word problem in years. Problem-solving is often described as  figuring out what to do when you don’t  know what to do.  My power went out unexpectedly this morning, and I have work to do. That’s a problem that I had to solve. I had to think about what the problem was, what my options were, and formulate a plan to solve the problem. No keywords. No acrostics. I’m using my phone as a hotspot and hoping my laptop battery doesn’t run out. Problem solved. For now.

If you want to get back to what problem-solving really is, you should consult the work of George Polya. His book, How to Solve It , which was first published in 1945, outlined four principles for problem-solving. The four principles are: understand the problem, devise a plan, carry out the plan, and look back. This document from UC Berkeley’s Mathematics department is a great 4-page overview of Polya’s process. You can probably see that the keyword and rote-steps strategies were likely based on Polya’s method, but it really got out of hand. We need to help students think , not just follow steps.

I created both primary and intermediate posters based on Polya’s principles. Grab your copies for free here !

I would LOVE to hear your comments about problem-solving!

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Do you tutor teachers?

I do professional development for district and schools, and I have online courses.

You make a great point when you mentioned that teaching students to look for “keywords” is not teaching students to become better problem solvers. I was once guilty of using the CUBES strategy, but have since learned to provide students with opportunity to grapple with solving a problem and not providing them with specified steps to follow.

I think we’ve ALL been there! We learn and we do better. 🙂

Love this article and believe that we can do so much better as math teachers than just teaching key words! Do you have an editable version of this document? We are wanting to use something similar for our school, but would like to tweak it just a bit. Thank you!

I’m sorry, but because of the clip art and fonts I use, I am not able to provide an editable version.

Hi Donna! I am working on my dissertation that focuses on problem-solving. May I use your intermediate poster as a figure, giving credit to you in my citation with your permission, for my section on Polya’s Traditional Problem-Solving Steps? You laid out the process so succinctly with examples that my research could greatly benefit from this image. Thank you in advance!

Absolutely! Good luck with your dissertation!

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• Jul 5, 2021

Problem-Solving Steps that Actually Work

Updated: Mar 6, 2023

Whenever our students encounter problems, it can be a tricky situation. On one hand, I get super excited about the idea of my students THINKING about everything they know to solve the problem. I love watching their brains work while they access that filing cabinet in their brain of math information and pull out the information to solve a challenging problem.

On the other hand, that same process can become a brick wall when it becomes too overwhelming. Students can shut down and refuse to move. They can cry and become frustrated. These same students can then begin believing they are just not good at math from this point forward.

That's a lot of pressure from a simple math problem.

If you haven't read Jo Boaler's Mathematical Mindsets, I strongly suggest it as a way to begin helping our students see math learning with a growth mindset. It's a helpful guide in teaching our students and ourselves that knowledge is something that grows and is not fixed. It is based on Carol Dweck's work with Growth Mindsets from Mindset: The New Psychology of Success . (Another great read in helping children as a parent, teacher or coach.)

So what do we do? Instead of bombarding our students with several strategies to make problem-solving easier, I think it's important to boil it down to the basics. What strategies can I give my students that help them with all problems? What's something that's easy for them to remember and recall? What's something that would give them confidence moving forward?

Enter in Polya's Problem-Solving Method by George Polya who was known as the father of problem solving. These four steps sum up everything our students need to solve problems successfully. They are easy to remember and easy to implement.

(This post does contain affiliate links.)

Understand the Problem: This is the focus on comprehension. What is the problem asking me to do? What do I know from reading the problem? What can I comprehend?

Plan: This is the time where students think about how they want to move forward. Before solving with mathematics, we want our students to determine what steps they should take.

Solve : This is where students do the math. They follow the steps in their plan and work out the problem.

Look Back: Now we want students to look back and see that their answer makes sense. We want them to check the answer using estimation or even by trying to solve it in another way.

Four steps...that's totally manageable right? I love the simplicity of it all and even find that it carries over to all aspects of our life when solving real-life problems.

Now that students have a way to solve problems, it's time to give them the tools to make a plan that will work. I've been talking about Singapore's heuristics in my Member's Facebook group, and I wanted to share some of those with you. Stay tuned in the next few weeks to learn about the heuristics and how these strategies help students determine a meaningful plan to solve problems.

In the meantime, be sure to grab your problem-solving poster by clicking below!

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