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40 problem-solving techniques and processes

All teams and organizations encounter challenges. Approaching those challenges without a structured problem solving process can end up making things worse.

Proven problem solving techniques such as those outlined below can guide your group through a process of identifying problems and challenges , ideating on possible solutions , and then evaluating and implementing the most suitable .

In this post, you'll find problem-solving tools you can use to develop effective solutions. You'll also find some tips for facilitating the problem solving process and solving complex problems.

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What is problem solving?

Problem solving is a process of finding and implementing a solution to a challenge or obstacle. In most contexts, this means going through a problem solving process that begins with identifying the issue, exploring its root causes, ideating and refining possible solutions before implementing and measuring the impact of that solution.

For simple or small problems, it can be tempting to skip straight to implementing what you believe is the right solution. The danger with this approach is that without exploring the true causes of the issue, it might just occur again or your chosen solution may cause other issues.

Particularly in the world of work, good problem solving means using data to back up each step of the process, bringing in new perspectives and effectively measuring the impact of your solution.

Effective problem solving can help ensure that your team or organization is well positioned to overcome challenges, be resilient to change and create innovation. In my experience, problem solving is a combination of skillset, mindset and process, and it’s especially vital for leaders to cultivate this skill.

A group of people looking at a poster with notes on it

What is the seven step problem solving process?

A problem solving process is a step-by-step framework from going from discovering a problem all the way through to implementing a solution.

With practice, this framework can become intuitive, and innovative companies tend to have a consistent and ongoing ability to discover and tackle challenges when they come up.

You might see everything from a four step problem solving process through to seven steps. While all these processes cover roughly the same ground, I’ve found a seven step problem solving process is helpful for making all key steps legible.

We’ll outline that process here and then follow with techniques you can use to explore and work on that step of the problem solving process with a group.

The seven-step problem solving process is:

1. Problem identification

The first stage of any problem solving process is to identify the problem(s) you need to solve. This often looks like using group discussions and activities to help a group surface and effectively articulate the challenges they’re facing and wish to resolve.

Be sure to align with your team on the exact definition and nature of the problem you’re solving. An effective process is one where everyone is pulling in the same direction – ensure clarity and alignment now to help avoid misunderstandings later.

2. Problem analysis and refinement

The process of problem analysis means ensuring that the problem you are seeking to solve is the right problem . Choosing the right problem to solve means you are on the right path to creating the right solution.

At this stage, you may look deeper at the problem you identified to try and discover the root cause at the level of people or process. You may also spend some time sourcing data, consulting relevant parties and creating and refining a problem statement.

Problem refinement means adjusting scope or focus of the problem you will be aiming to solve based on what comes up during your analysis. As you analyze data sources, you might discover that the root cause means you need to adjust your problem statement. Alternatively, you might find that your original problem statement is too big to be meaningful approached within your current project.

Remember that the goal of any problem refinement is to help set the stage for effective solution development and deployment. Set the right focus and get buy-in from your team here and you’ll be well positioned to move forward with confidence.

3. Solution generation

Once your group has nailed down the particulars of the problem you wish to solve, you want to encourage a free flow of ideas connecting to solving that problem. This can take the form of problem solving games that encourage creative thinking or techniquess designed to produce working prototypes of possible solutions.

The key to ensuring the success of this stage of the problem solving process is to encourage quick, creative thinking and create an open space where all ideas are considered. The best solutions can often come from unlikely places and by using problem solving techniques that celebrate invention, you might come up with solution gold.

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4. Solution development

No solution is perfect right out of the gate. It’s important to discuss and develop the solutions your group has come up with over the course of following the previous problem solving steps in order to arrive at the best possible solution. Problem solving games used in this stage involve lots of critical thinking, measuring potential effort and impact, and looking at possible solutions analytically.

During this stage, you will often ask your team to iterate and improve upon your front-running solutions and develop them further. Remember that problem solving strategies always benefit from a multitude of voices and opinions, and not to let ego get involved when it comes to choosing which solutions to develop and take further.

Finding the best solution is the goal of all problem solving workshops and here is the place to ensure that your solution is well thought out, sufficiently robust and fit for purpose.

5. Decision making and planning

Nearly there! Once you’ve got a set of possible, you’ll need to make a decision on which to implement. This can be a consensus-based group decision or it might be for a leader or major stakeholder to decide. You’ll find a set of effective decision making methods below.

Once your group has reached consensus and selected a solution, there are some additional actions that also need to be decided upon. You’ll want to work on allocating ownership of the project, figure out who will do what, how the success of the solution will be measured and decide the next course of action.

Set clear accountabilities, actions, timeframes, and follow-ups for your chosen solution. Make these decisions and set clear next-steps in the problem solving workshop so that everyone is aligned and you can move forward effectively as a group.

Ensuring that you plan for the roll-out of a solution is one of the most important problem solving steps. Without adequate planning or oversight, it can prove impossible to measure success or iterate further if the problem was not solved.

6. Solution implementation

This is what we were waiting for! All problem solving processes have the end goal of implementing an effective and impactful solution that your group has confidence in.

Project management and communication skills are key here – your solution may need to adjust when out in the wild or you might discover new challenges along the way. For some solutions, you might also implement a test with a small group and monitor results before rolling it out to an entire company.

You should have a clear owner for your solution who will oversee the plans you made together and help ensure they’re put into place. This person will often coordinate the implementation team and set-up processes to measure the efficacy of your solution too.

7. Solution evaluation

So you and your team developed a great solution to a problem and have a gut feeling it’s been solved. Work done, right? Wrong. All problem solving strategies benefit from evaluation, consideration, and feedback.

You might find that the solution does not work for everyone, might create new problems, or is potentially so successful that you will want to roll it out to larger teams or as part of other initiatives.

None of that is possible without taking the time to evaluate the success of the solution you developed in your problem solving model and adjust if necessary.

Remember that the problem solving process is often iterative and it can be common to not solve complex issues on the first try. Even when this is the case, you and your team will have generated learning that will be important for future problem solving workshops or in other parts of the organization.

It’s also worth underlining how important record keeping is throughout the problem solving process. If a solution didn’t work, you need to have the data and records to see why that was the case. If you go back to the drawing board, notes from the previous workshop can help save time.

What does an effective problem solving process look like?

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

The format of a workshop ensures that you can get buy-in from your group, encourage free-thinking and solution exploration before making a decision on what to implement following the session.

This Design Sprint 2.0 template is an effective problem solving process from top agency AJ&Smart. It’s a great format for the entire problem solving process, with four-days of workshops designed to surface issues, explore solutions and even test a solution.

Check it for an example of how you might structure and run a problem solving process and feel free to copy and adjust it your needs!

For a shorter process you can run in a single afternoon, this remote problem solving agenda will guide you effectively in just a couple of hours.

Whatever the length of your workshop, by using 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!

Complete problem-solving methods

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

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.

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

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 It doesn’t matter where you work and what your job role is, if you work with other people together as a team, you will always encounter the same challenges: Unclear goals and miscommunication that cause busy work and overtime Unstructured meetings that leave attendants tired, confused and without clear outcomes. Frustration builds up because internal challenges to productivity are not addressed Sudden changes in priorities lead to a loss of focus and momentum Muddled compromise takes the place of clear decision- making, leaving everybody to come up with their own interpretation. In short, a lack of structure leads to a waste of time and effort, projects that drag on for too long and frustrated, burnt out teams. AJ&Smart has worked with some of the most innovative, productive companies in the world. What sets their teams apart from others is not better tools, bigger talent or more beautiful offices. The secret sauce to becoming a more productive, more creative and happier team is simple: Replace all open discussion or brainstorming with a structured process that leads to more ideas, clearer decisions and better outcomes. When a good process provides guardrails and a clear path to follow, it becomes easier to come up with ideas, make decisions and solve problems. This is why AJ&Smart created Lightning Decision Jam (LDJ). It’s a simple and short, but powerful group exercise that can be run either in-person, in the same room, or remotely with distributed teams.

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.

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.

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.

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.

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.

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!

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.

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.

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.

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.

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.

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.

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.

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.

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!

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 brainstorming solutions

Now you have the context and background of the problem you are trying to solving, now comes the time to start ideating and thinking about how you’ll solve the issue.

Here, you’ll want to encourage creative, free thinking and speed. Get as many ideas out as possible and explore different perspectives so you have the raw material for the next step.

Looking at a problem from a new angle can be one of the most effective ways of creating an effective solution. TRIZ is a problem-solving tool that asks the group to consider what they must not do in order to solve a challenge.

By reversing the discussion, new topics and taboo subjects often emerge, allowing the group to think more deeply and create ideas that confront the status quo in a safe and meaningful way. If you’re working on a problem that you’ve tried to solve before, TRIZ is a great problem-solving method to help your team get unblocked.

Making Space with TRIZ #issue analysis #liberating structures #issue resolution You can clear space for innovation by helping a group let go of what it knows (but rarely admits) limits its success and by inviting creative destruction. TRIZ makes it possible to challenge sacred cows safely and encourages heretical thinking. The question “What must we stop doing to make progress on our deepest purpose?” induces seriously fun yet very courageous conversations. Since laughter often erupts, issues that are otherwise taboo get a chance to be aired and confronted. With creative destruction come opportunities for renewal as local action and innovation rush in to fill the vacuum. Whoosh!

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.

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.

Idea and Concept Development

Brainstorming without structure can quickly become chaotic or frustrating. In a problem-solving context, having an ideation framework to follow can help ensure your team is both creative and disciplined.

In this method, you’ll find an idea generation process that encourages your group to brainstorm effectively before developing their ideas and begin clustering them together. By using concepts such as Yes and…, more is more and postponing judgement, you can create the ideal conditions for brainstorming with ease.

Idea & Concept Development #hyperisland #innovation #idea generation Ideation and Concept Development is a process for groups to work creatively and collaboratively to generate creative ideas. It’s a general approach that can be adapted and customized to suit many different scenarios. It includes basic principles for idea generation and several steps for groups to work with. It also includes steps for idea selection and development.

Problem-solving techniques for developing and refining 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 develop and refine your ideas in order to bring them closer to a solution that actually solves the problem.

Use these problem-solving techniques when you want to help your team think through their ideas and refine them as part of your problem solving process.

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.

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

Ensuring that everyone in a group is able to contribute to a discussion is vital during any problem solving process. Not only does this ensure all bases are covered, but its then easier to get buy-in and accountability when people have been able to contribute to the process.

1-2-4-All is a tried and tested facilitation technique where participants are asked to first brainstorm on a topic on their own. Next, they discuss and share ideas in a pair before moving into a small group. Those groups are then asked to present the best idea from their discussion to the rest of the team.

This method can be used in many different contexts effectively, though I find it particularly shines in the idea development stage of the process. Giving each participant time to concretize their ideas and develop them in progressively larger groups can create a great space for both innovation and psychological safety.

1-2-4-All #idea generation #liberating structures #issue analysis With this facilitation technique you can immediately include everyone regardless of how large the group is. You can generate better ideas and more of them faster than ever before. You can tap the know-how and imagination that is distributed widely in places not known in advance. Open, generative conversation unfolds. Ideas and solutions are sifted in rapid fashion. Most importantly, participants own the ideas, so follow-up and implementation is simplified. No buy-in strategies needed! Simple and elegant!

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.

Problem-solving techniques for making decisions and planning

After your group is happy with the possible solutions you’ve developed, now comes the time to choose which to implement. There’s more than one way to make a decision and the best option is often dependant on the needs and set-up of your group.

Sometimes, it’s the case that you’ll want to vote as a group on what is likely to be the most impactful solution. Other times, it might be down to a decision maker or major stakeholder to make the final decision. Whatever your process, here’s some techniques you can use to help you make a decision during your problem solving process.

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.

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.

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.

Straddling the gap between decision making and planning, MoSCoW is a simple and effective method that allows a group team to easily prioritize a set of possible options.

Use this method in a problem solving process by collecting and summarizing all your possible solutions and then categorize them into 4 sections: “Must have”, “Should have”, “Could have”, or “Would like but won‘t get”.

This method is particularly useful when its less about choosing one possible solution and more about prioritorizing which to do first and which may not fit in the scope of your project. In my experience, complex challenges often require multiple small fixes, and this method can be a great way to move from a pile of things you’d all like to do to a structured plan.

MoSCoW #define intentions #create #design #action #remote-friendly MoSCoW is a method that allows the team to prioritize the different features that they will work on. Features are then categorized into “Must have”, “Should have”, “Could have”, or “Would like but won‘t get”. To be used at the beginning of a timeslot (for example during Sprint planning) and when planning is needed.

When it comes to managing the rollout of a solution, clarity and accountability are key factors in ensuring the success of the project. The RAACI chart is a simple but effective model for setting roles and responsibilities as part of a planning session.

Start by listing each person involved in the project and put them into the following groups in order to make it clear who is responsible for what during the rollout of your solution.

Responsibility (Which person and/or team will be taking action?)
Authority (At what “point” must the responsible person check in before going further?)
Accountability (Who must the responsible person check in with?)
Consultation (Who must be consulted by the responsible person before decisions are made?)
Information (Who must be informed of decisions, once made?)

Ensure this information is easily accessible and use it to inform who does what and who is looped into discussions and kept up to date.

RAACI #roles and responsibility #teamwork #project management Clarifying roles and responsibilities, levels of autonomy/latitude in decision making, and levels of engagement among diverse stakeholders.

Problem-solving warm-up activities

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

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.

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.

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.

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.

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.

Closing activities for a problem-solving process

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

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.

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.

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.

Tips for 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.

Create psychologically safe spaces for discussion

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 tough for people to stand up and contribute if the problems or challenges are emotive or personal in nature. Try and create a psychologically safe space for these kinds of discussions and where possible, create regular opportunities for challenges to be brought up organically.

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!

Save time and effort creating an effective problem solving process

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 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!

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

thank you very much for these excellent techniques

Certainly wonderful article, very detailed. Shared!

Your list of techniques for problem solving can be helpfully extended by adding TRIZ to the list of techniques. TRIZ has 40 problem solving techniques derived from methods inventros and patent holders used to get new patents. About 10-12 are general approaches. many organization sponsor classes in TRIZ that are used to solve business problems or general organiztational problems. You can take a look at TRIZ and dwonload a free internet booklet to see if you feel it shound be included per your selection process.

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10 Continuous Improvement Principles (+ How to Utilize Them NOW)

Summary of principles covered in this post:

PDCA (Plan-Do-Check-Act)

Lean thinking, 5s methodology, value stream mapping.

Continuous Learning and Training

Root Cause Analysis

What is continuous improvement.

Continuous improvement is a fundamental principle that drives organizational growth and success. It refers to the ongoing effort to enhance processes, products, and services through incremental improvements. Continuous improvement is not a one-time project or isolated event, but rather a systematic approach that involves everyone in the organization. It is a continuous process of identifying opportunities for improvement, setting improvement goals, implementing improvement initiatives, and evaluating the results.

By embracing continuous improvement principles, organizations can achieve operational excellence, improve product quality, enhance customer satisfaction, and drive innovation. Continuous improvement empowers employees, encourages employee engagement and involvement, and fosters a culture of learning and collaboration.

It is a vital component of successful business strategies and enables organizations to adapt to changing market conditions, stay competitive, and achieve sustainable growth.

Benefits of Continuous Improvement

Continuous improvement is a powerful approach that helps organizations streamline their workflows, reduce operating overhead, and identify opportunities for improvement. By continuously reviewing and refining processes, companies can optimize resource allocation, minimize waste, and increase productivity.

One of the key benefits of continuous improvement is the ability to make incremental improvements based on what is learned. Instead of waiting for a major overhaul, this approach allows for smaller, more manageable changes to be implemented over time. This ensures that improvements are sustainable and can be adapted to changing circumstances.

Furthermore, continuous improvement enables organizations to adapt to changes in the business environment. By constantly reassessing processes and practices, companies can stay agile and respond effectively to emerging trends and customer demands. This agility helps businesses stay competitive in a rapidly evolving marketplace.

By focusing on continuous improvement, organizations can also identify new opportunities for improvement. Through techniques such as process mapping and employee engagement, companies can pinpoint bottlenecks, inefficiencies, and areas of potential growth. This enables them to proactively address challenges and capitalize on untapped potentials.

In summary, continuous improvement enables organizations to streamline workflows, reduce operating overhead, and identify opportunities for improvement. By making incremental improvements, adapting to changes, and proactively seeking growth opportunities, companies can maintain or improve their effectiveness over time.

Continuous improvement 101: The basics

Continuous improvement is a fundamental principle that drives growth and success for organizations. It involves a systematic and ongoing effort to make incremental improvements in processes, products, and services. By continuously evaluating and refining operations, companies can enhance efficiency, quality, and customer satisfaction. This approach encourages employees to identify opportunities for improvement, fosters a culture of innovation, and allows businesses to adapt to changing market demands. Continuous improvement is not a one-time project, but rather an ongoing journey towards operational excellence and organizational development. By implementing continuous improvement principles, companies can achieve sustainable growth and maintain a competitive edge in today’s dynamic business landscape.

Understanding Processes

Understanding processes is a crucial aspect of continuous improvement initiatives within organizations. Without a clear understanding of how work is being done, it becomes difficult to identify areas for improvement and implement effective changes.

Many organizations face challenges in not knowing how their work is being performed. Often, work processes are undocumented, primarily relying on employees’ institutional knowledge. This lack of visibility hinders the organization’s ability to analyze and improve these processes. It also creates dependencies on specific individuals, making it challenging to sustain improvements when employees leave or change roles.

To overcome these challenges, organizations need to undertake the process of discovering, documenting, and digitizing workflows. This involves actively seeking out and understanding how work is currently being performed, mapping out the steps involved, and documenting key information such as inputs, outputs, and decision points.

By creating a baseline understanding of the current processes, organizations can visualize how work flows, identify inefficiencies, and uncover opportunities for improvement. This information serves as a foundation for implementing changes, streamlining operations, and enhancing productivity.

In conclusion, understanding processes is a fundamental step in continuous improvement initiatives. It provides organizations with the necessary knowledge to identify improvement opportunities and implement changes that enhance efficiency and effectiveness. Through the process of discovering, documenting, and digitizing workflows, organizations can create a baseline understanding and visualize how work is performed, enabling them to make informed improvements.

Developing a Plan for Improvement

Developing a Plan for Improvement involves a systematic approach to addressing inefficiencies and maximizing productivity within an organization. The process begins by seeking input from various sectors of the business, including employees at all levels, cross-functional teams, project managers, and management teams. This collaborative effort ensures a comprehensive understanding of the current state of affairs and enables the identification of improvement opportunities from multiple perspectives.

Once input is gathered, the next step is to break down big initiatives into small-scale changes. This helps in reducing complexity and making improvements more manageable and attainable. By breaking down initiatives into smaller components, organizations can focus their efforts on specific areas that require attention, allowing for more effective problem-solving and implementation of improvement measures.

It is crucial to view improvement as an ongoing effort aligned with the strategic goals of the organization. Continuous improvement is not a one-time project but rather a mindset and culture embraced by the entire workforce. By embedding improvement practices into the fabric of the organization, companies can continually adapt to changing market conditions, customer requirements, and internal demands. This ongoing effort ensures that improvement remains a priority and drives the organization towards achieving its strategic goals.

In summary, developing a Plan for Improvement involves seeking input, breaking down big initiatives, and considering improvement as an ongoing effort aligned with the strategic goals of the organization. By following this process, organizations can effectively identify and implement small-scale changes, leading to enhanced productivity, operational excellence, and a culture of continuous improvement.

Implementing Change Effectively

Implementing change effectively is a crucial aspect of continuous improvement in organizations. One of the key principles to follow is to take small steps rather than large, disruptive changes. By breaking down big initiatives into smaller, more manageable changes, companies can avoid overwhelming their employees and reduce the risks associated with major transformations. Small changes allow for a more gradual adjustment process, empowering employees to adapt and embrace the changes more effectively.

To visually track and manage these small changes, organizations can use a kanban board. A kanban board provides a visual representation of projects, tasks, and their progress. It helps teams prioritize work, identify bottlenecks, and ensure a smooth flow of tasks throughout the implementation process. This visual framework facilitates collaboration and transparency across different sectors of the business, enabling input and feedback from various stakeholders.

In addition to using a kanban board, actively seeking input from employees at all levels of the organization is crucial. By involving employees in the decision-making process, organizations can tap into their valuable insights and expertise. This fosters a sense of ownership and engagement, leading to better buy-in and successful implementation of changes.

By taking small steps, utilizing a kanban board, and seeking input from various sectors of the business, organizations can implement change effectively as part of their continuous improvement efforts. This approach ensures a smoother transition, higher employee engagement, and ultimately, better outcomes for the organization.

Quality Control and Monitoring Progress

Quality control and monitoring progress are vital components of the continuous improvement process. They play a crucial role in identifying areas for improvement and ensuring the effectiveness of implemented changes.

By implementing quality control measures, organizations can systematically evaluate the quality of products and processes. This involves defining quality standards, conducting inspections, and testing to ensure that products meet customer requirements. Quality control helps prevent defects, reduce waste, and improve overall product quality.

Monitoring progress is equally important as it allows organizations to track the impact of implemented changes. It helps identify areas where the desired improvements have been achieved and areas where further attention is needed. By regularly monitoring progress, organizations can identify bottlenecks, measure performance against set goals, and make data-driven decisions.

Key metrics and measurements can be used to monitor progress in continuous improvement initiatives. These may include productivity rates, customer satisfaction scores, defect rates, cycle times, and cost savings. By monitoring these metrics, organizations can assess the effectiveness of the changes implemented and determine if they are moving in the right direction.

To ensure product and process quality, organizations can utilize quality control tools and techniques. This may involve process mapping, statistical analysis, root cause analysis, and mistake-proofing methods. These tools help identify areas of improvement, analyze data to detect patterns, and prevent errors or defects from occurring. By using these techniques, organizations can continuously monitor and enhance the quality of their products and processes.

Continuous Improvement Strategies

Continuous improvement strategies are an integral part of any successful organization. These strategies focus on making incremental improvements to processes, products, and services in order to achieve operational excellence and meet customer requirements. By continuously evaluating and enhancing processes, organizations can reduce waste, increase efficiency, and drive innovation. This requires a commitment to ongoing effort, employee engagement, and the use of various continuous improvement tools and methodologies. In this article, we will explore the principles of continuous improvement and how they can be effectively implemented to drive positive change and long-term success.

Streamlining Processes and Cutting Costs

Streamlining processes and cutting costs are essential goals for businesses looking to improve their operational efficiency and remain competitive in today’s fast-paced market. One effective approach to achieve these objectives is by implementing continuous improvement principles.

Continuous improvement involves an ongoing effort to identify and eliminate waste, reduce inefficiencies, and optimize workflows. By focusing on incremental improvements, businesses can make small but meaningful changes that add up to significant cost savings over time. This approach encourages employee involvement and empowers them to contribute improvement ideas based on their firsthand knowledge and experience.

To streamline processes and cut costs, businesses can employ various strategies and techniques. One approach is to eliminate waste by identifying and removing non-value-added activities that do not contribute to the final product or service. Standardizing processes is also crucial as it helps to eliminate variations and ensures consistency throughout the organization.

Automation is another powerful tool in streamlining processes and cutting costs. By automating repetitive and time-consuming tasks, businesses can increase efficiency, minimize errors, and free up employees’ time to focus on more value-added activities. Technology solutions, such as robotic process automation and workflow management systems, can be leveraged to achieve these goals.

Overall, implementing continuous improvement principles enables businesses to reduce operational costs and increase efficiency, ultimately improving their bottom line. By actively seeking opportunities for improvement, involving employees, and leveraging automation technology, businesses can streamline processes, cut costs, and position themselves for long-term success.

Automating Tasks to Increase Efficiency

Automating tasks is a key strategy for businesses looking to increase efficiency and streamline operations. By leveraging digital platforms, organizations can automate the tracking of task duration and execution, providing valuable visibility into the process.

With automated tracking, businesses gain a comprehensive understanding of how tasks are performed and the time it takes to complete them. This visibility allows for the identification of bottlenecks and areas for improvement, enabling businesses to optimize their workflows and allocate resources more effectively.

By identifying bottlenecks, businesses can take proactive steps to address them, improving productivity and reducing delays. Automation also eliminates the potential for human error, ensuring consistent and accurate task execution.

The ability to track task duration and execution in real-time enables organizations to complete jobs faster. It provides valuable insights into the efficiency of different tasks and helps businesses make informed decisions to enhance productivity. With this information at their fingertips, organizations can prioritize tasks, allocate resources efficiently, and optimize their overall operations.

In conclusion, automating tasks through digital platforms is a powerful strategy to increase efficiency. By tracking task duration, businesses can identify bottlenecks and areas for improvement, leading to streamlined workflows and faster job completion. Embracing automation is crucial for organizations looking to stay competitive in today’s fast-paced business environment.

Leveraging Technology for Improved Performance

Leveraging Technology for Improved Performance in Continuous Improvement

In today’s fast-paced business environment, leveraging technology has become essential for organizations striving for continuous improvement. Technology not only enables streamlined processes but also provides valuable data and insights for making informed decisions.

One way to enhance continuous improvement efforts is through the implementation of a digital continuous improvement approach. By embracing digital tools and platforms, businesses can create a connected worker ecosystem that fosters collaboration, improves communication, and empowers employees to contribute to the improvement process. A connected worker platform allows for real-time information sharing, resulting in quicker problem-solving and more efficient decision-making.

To effectively leverage technology for continuous improvement, organizations can employ strategies such as using kanban boards. Kanban boards are digital visual boards that help teams visualize their workflows, prioritize tasks, and track progress. This enables better task management and promotes accountability among team members.

Another strategy is to seek input from different sectors of the organization. By involving employees from various departments and levels, businesses can tap into diverse perspectives and ideas, facilitating innovation and continuous improvement.

Additionally, breaking big improvement initiatives into small-scale changes can drive significant progress over time. This approach allows for quick implementation, measurement of results, and adjustment if needed. It also helps to build momentum and keeps employees engaged in the improvement process.

Lastly, it is vital to view continuous improvement as an ongoing effort rather than a one-time project. Technology enables organizations to collect data, track performance, and monitor results continuously. By treating continuous improvement as a never-ending journey, businesses can drive sustained growth and achieve operational excellence.

In conclusion, leveraging technology, particularly through the adoption of digital continuous improvement and a connected worker platform, can significantly enhance the effectiveness of continuous improvement efforts. By utilizing tools like kanban boards, seeking input from different sectors, implementing small-scale changes, and embracing a continuous improvement mindset, organizations can unlock the full potential of technology for improved performance.

Improving Employee Involvement in the Processes

Employee involvement is a crucial factor in driving continuous improvement processes within organizations. Engaging staff members in identifying opportunities for improvement not only boosts morale and empowers employees, but also leads to significant advancements in efficiency and productivity. By involving employees in the improvement process, organizations tap into their frontline knowledge and expertise, gaining valuable insights and innovative ideas for enhancing operations.

When employees are empowered to implement their own ideas for process improvement, even small changes can have a significant impact. For example, a manufacturing company may empower its line workers to suggest modifications to the production process. These suggestions could range from small adjustments in workflow to implementing new technologies or equipment. These seemingly minor changes can lead to improved cycle times, reduced waste, and increased overall productivity.

Leadership plays a vital role in creating a culture of continuous improvement and providing structure for employees to report and act upon their ideas. Strong leaders not only encourage employee involvement but also provide the necessary resources, support, and training to foster a culture of innovation. By creating an open and transparent environment, leaders make it safe for employees to speak up, share their ideas, and take ownership of the improvement process.

In conclusion, improving employee involvement in continuous improvement processes is critical for organizations seeking to drive positive change. Empowering employees, encouraging their ideas, and supporting a culture of innovation can lead to significant improvements in efficiency, productivity, and the overall success of the organization.

Focusing on Product Quality and Consistency

Focusing on product quality and consistency is of utmost importance for any organization aiming for success in today’s competitive marketplace. Delivering high-quality products consistently not only enhances customer satisfaction but also builds brand reputation and loyalty. Continuous improvement principles provide a framework that ensures continuous evaluation and enhancement of product quality and consistency.

One way continuous improvement principles can be applied is by fostering a culture of excellence and accountability within the organization. This involves setting clear quality standards, establishing quality control measures, and regularly monitoring and evaluating product performance. By empowering employees at all levels to take ownership of quality, organizations can promote a sense of responsibility and engagement, leading to improved product outcomes.

Implementing robust quality management systems is another key strategy. This involves defining quality objectives, monitoring key performance indicators, and implementing corrective action processes when quality deviations occur. By using data-driven decision making and problem-solving methodologies, organizations can identify root causes of quality issues, make necessary process improvements, and prevent recurrence.

Regular training and skill development programs are also essential to ensure that employees are equipped with the necessary knowledge and expertise to consistently deliver high-quality products. Investing in employee development enhances their understanding of quality standards, enhances their ability to identify and address potential issues, and promotes a culture of continuous learning and improvement.

Additionally, embracing automated quality control and inspection technologies, establishing rigorous supplier selection and monitoring processes, and implementing standardized operating procedures are key techniques that can support consistent delivery of high-quality products.

In conclusion, focusing on product quality and consistency is crucial for organizations to meet customer expectations and achieve long-term success. By applying continuous improvement principles, implementing key strategies, and utilizing effective techniques, organizations can ensure that their products consistently meet or exceed customer requirements.

10 Lean Methodology Principles for Continuous Improvement

Lean methodology is a systematic approach that focuses on eliminating waste and maximizing value in processes. It is widely recognized as a powerful tool for achieving continuous improvement. The principles of lean methodology promote the idea of ongoing process optimization by identifying and eliminating non-value-added activities. This approach emphasizes the importance of streamlining processes, enhancing productivity, and delivering products or services that meet customer needs efficiently. By embracing the principles of lean methodology, organizations can improve operational efficiency, reduce costs, enhance customer satisfaction, and drive sustainable growth.

Kaizen is the philosophy of continuous improvement, emphasizing small, incremental changes over time to drive progress and eliminate waste.

How to get started with Kaizen in your business

Educate employees about the concept of Kaizen and its importance in driving continuous improvement.
Encourage employees to identify small areas for improvement in their daily work processes.
Set up regular team meetings or suggestion boards to gather and discuss improvement ideas.
Prioritize and implement selected improvements gradually, tracking the impact and celebrating successes.

PDCA is a four-step iterative cycle for problem-solving and improvement. It involves planning, implementing, evaluating, and adjusting actions to achieve desired outcomes.

How to get started with PDCA in your business

Identify a specific process or problem that requires improvement.
Plan: Analyze the current state, set improvement goals, and develop a plan to achieve them.
Do: Implement the planned changes on a small scale.
Check: Evaluate the results and compare them against the goals.
Act: Based on the evaluation, adjust the plan, scale up the changes, or implement further improvements.

Gemba Walk refers to going to the actual workplace or where the work is happening to observe, learn, and understand processes, identify areas for improvement, and gather insights from employees.

How to get started with Gemba Walk in your business

Schedule regular Gemba Walks where managers and leaders visit the workplace to observe processes.
Engage in open conversations with employees, asking questions, and listening to their suggestions and concerns.
Take notes and document observations during the Gemba Walks.
Use the insights gained to identify improvement opportunities and prioritize actions to address them.

Lean Thinking focuses on eliminating waste and maximizing value for customers by streamlining processes, reducing defects, and optimizing resources.

How to get started with Lean Thinking in your business

Identify a specific process or value stream that needs improvement.
Map the current state of the process, identifying bottlenecks, waste, and areas of inefficiency.
Brainstorm and implement strategies to eliminate waste, streamline the process, and optimize resource utilization.
Continuously monitor and measure the impact of changes, making further adjustments as needed.

5S (Sort, Set in Order, Shine, Standardize, Sustain) is a systematic approach to workplace organization, ensuring cleanliness, efficiency, and safety.

How to get started with the 5S Methodology in your business

Sort: Remove unnecessary items and clutter from the workspace.
Set in Order: Organize tools, equipment, and materials in a logical and ergonomic manner.
Shine: Establish cleaning and maintenance routines to keep the workplace clean and presentable.
Standardize: Develop and document standard procedures for organizing and maintaining the workspace.
Sustain: Foster a culture of 5S by providing training, regular audits, and continuous reinforcement.

Kanban is a visual management technique that uses cards or digital boards to track and control work progress, providing real-time visibility and enabling efficient workflow management.

How to get started with Kanban in your business

Identify a workflow or project that can benefit from visual management using Kanban.
Create a Kanban board with columns representing different stages of the workflow.
Use cards or sticky notes to represent tasks or work items and move them across the board as they progress.
Set work-in-progress limits for each column to prevent overloading and promote flow.
Regularly review the board, identify bottlenecks, and make adjustments to optimize the workflow.

Value Stream Mapping (VSM) is a powerful tool used in continuous improvement efforts to understand, analyze, and improve the flow of materials and information in a process.

It is a visual representation of the entire production process, from raw material acquisition to the delivery of the final product.

The purpose of VSM is to identify areas of waste and opportunities for improvement. By mapping out each step of the process and identifying bottlenecks, delays, and unnecessary activities, organizations can pinpoint areas that require immediate attention.

VSM enables organizations to see the big picture and understand how different processes interact with one another. It provides a comprehensive view of the entire production process, allowing organizations to identify and eliminate non-value-added activities.

By utilizing VSM, organizations can improve process efficiency, reduce lead times, and enhance overall productivity. This aligns with the core principles of lean methodology, which focuses on eliminating waste and continuous improvement.

In conclusion, Value Stream Mapping is an essential tool for organizations seeking to achieve operational excellence. It helps them identify areas for improvement, streamline processes, and enhance overall performance. By visualizing the flow of materials and information, organizations can drive continuous improvement efforts and ensure that every step in the process adds value to the customer.

How to get started with Value Stream Mapping in your business

Select a specific value stream or process to map, focusing on the flow of materials, information, and activities.
Create a visual representation of the current state, including process steps, wait times, and handoffs.
Identify areas of waste, such as delays, excessive inventory, or rework.
Develop a future state map by brainstorming and implementing improvements to eliminate waste and streamline the value stream.

Poka-Yoke refers to mistake-proofing techniques and devices designed to prevent errors or defects from occurring in the first place, improving quality and reducing rework.

This can be done in a variety of ways including offering in-house training, external seminars and workshops, online courses, and educational materials. By providing employees with up-to-date knowledge and skillsets, organizations can ensure that their workforce remains competitive, efficient, and productive.

How to get started with Poka-Yoke in your business

Analyze processes or tasks to identify potential sources of errors or defects.
Implement error-proofing techniques, such as checklists, visual cues, or physical devices, to prevent mistakes.
Continuously monitor and evaluate the effectiveness of Poka-Yoke techniques.
Encourage employees to contribute ideas for error prevention and provide feedback on existing error-proofing measures.

Root Cause Analysis is a problem-solving technique used to identify the underlying causes of issues or failures, enabling effective solutions and preventing recurrence.

Root Cause Analysis can be used to identify the systemic issues at the root of an issue or failure and then develop solutions that address the problem in a more effective and lasting way. It relies on a structured approach, such as the “5 Whys” technique, to identify the root cause of a problem or failure.

How to get started with root cause analysis in your business

Assess the current skills and knowledge gaps within the organization.
Develop a training plan that includes both internal and external learning opportunities.
Provide access to resources such as online courses, workshops, or mentorship programs.
Encourage employees to share knowledge and best practices with their colleagues through cross-training and knowledge-sharing sessions.
Regularly evaluate the impact of training initiatives and adjust the plan accordingly.

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To Solve a Tough Problem, Reframe It

Five steps to ensure that you don’t jump to solutions by Julia Binder and Michael D. Watkins

Summary .

Research shows that companies devote too little effort to examining problems before trying to solve them. By jumping immediately into problem-solving, teams limit their ability to design innovative solutions.

The authors recommend that companies spend more time up front on problem-framing, a process for understanding and defining a problem. Exploring different frames is like looking at a scene through various camera lenses while adjusting your angle, aperture, and focus. A wide-angle lens gives you a very different photo from that taken with a telephoto lens, and shifting your angle and depth of focus yields distinct images. Effective problem-framing is similar: Looking at a problem from a variety of perspectives helps you uncover new insights and generate fresh ideas.

This article introduces a five-phase approach to problem-framing: In the expand phase, the team identifies all aspects of a problem; in examine, it dives into root causes; in empathize, it considers key stakeholders’ perspectives; in elevate, it puts the problem into a broader context; and in envision, it creates a road map toward the desired outcome.

When business leaders confront complex problems, there’s a powerful impulse to dive right into “solving” mode: You gather a team and then identify potential solutions. That’s fine for challenges you’ve faced before or when proven methods yield good results. But what happens when a new type of problem arises or aspects of a familiar one shift substantially? Or if you’re not exactly sure what the problem is?

Research conducted by us and others shows that leaders and their teams devote too little effort to examining and defining problems before trying to solve them. A study by Paul Nutt of Ohio State University, for example, looked at 350 decision-making processes at medium to large companies and found that more than half failed to achieve desired results, often because perceived time pressure caused people to pay insufficient attention to examining problems from all angles and exploring their complexities. By jumping immediately into problem-solving, teams limit their ability to design innovative and durable solutions.

When we work with organizations and teams, we encourage them to spend more time up front on problem-framing, a process for understanding and defining a problem. Exploring frames is like looking at a scene through various camera lenses while adjusting your angle, aperture, and focus. A wide-angle lens will give you a very different photo from that taken with a telephoto lens, and shifting your angle and depth of focus yields distinct images. Effective problem-framing is similar: Looking at a problem from a variety of perspectives lets you uncover new insights and generate fresh ideas.

As with all essential processes, it helps to have a methodology and a road map. This article introduces the E5 approach to problem-framing—expand, examine, empathize, elevate, and envision—and offers tools that enable leaders to fully explore the problem space.

Phase 1: Expand

In the first phase, set aside preconceptions and open your mind. We recommend using a tool called frame-storming, which encourages a comprehensive exploration of an issue and its nuances. It is a neglected precursor to brainstorming, which typically focuses on generating many different answers for an already framed challenge. Frame-storming helps teams identify assumptions and blind spots, mitigating the risk of pursuing inadequate or biased solutions. The goal is to spark innovation and creativity as people dig into—or as Tina Seelig from Stanford puts it, “fall in love with”—the problem.

Begin by assembling a diverse team, encompassing a variety of types of expertise and perspectives. Involving outsiders can be helpful, since they’re often coming to the issue cold. A good way to prompt the team to consider alternative scenarios is by asking “What if…?” and “How might we…?” questions. For example, ask your team, “What if we had access to unlimited resources to tackle this issue?” or “How might better collaboration between departments or teams help us tackle this issue?” The primary objective is to generate many alternative problem frames, allowing for a more holistic understanding of the issue. Within an open, nonjudgmental atmosphere, you deliberately challenge established thinking—what we call “breaking” the frame.

It may be easy to eliminate some possibilities, and that’s exactly what you should do. Rather than make assumptions, generate alternative hypotheses and then test them.

Consider the problem-framing process at a company we’ll call Omega Soundscapes, a midsize producer of high-end headphones. (Omega is a composite of several firms we’ve worked with.) Omega’s sales had declined substantially over the past two quarters, and the leadership team’s initial diagnosis, or reference frame, was that recent price hikes to its flagship product made it too expensive for its target market. Before acting on this assumption, the team convened knowledgeable representatives from sales, marketing, R&D, customer service, and external consultants to do some frame-storming. Team members were asked:

What if we lowered the price of our flagship product? How would that impact sales and profitability?
How might we identify customers in new target markets who could afford our headphones at the current price?
What if we offered financing or a subscription-based model for our headphones? How would that change perceptions of affordability?
How might we optimize our supply chain and production processes to reduce manufacturing costs without compromising quality?

In playing out each of those scenarios, the Omega team generated several problem frames:

The target market’s preferences have evolved.
New competitors have entered the market.
Product quality has decreased.
Something has damaged perceptions of the brand.
Something has changed in the priorities of our key distributors.

Each of the frames presented a unique angle from which to approach the problem of declining sales, setting the stage for the development of diverse potential solutions. At this stage, it may be relatively easy to eliminate some possibilities, and that’s exactly what you should do. Rather than make assumptions, generate alternative hypotheses and then test them.

Open Your Mind. Whereas brainstorming often involves generating many solutions for an already framed problem, frame-storming encourages teams to identify all aspects of a challenge. This graphic shows two diagrams. The first depicts brainstorming, where a single problem bubble leads to multiple solution bubbles. The second diagram depicts frame-storming, where a single problem bubble leads to multiple bubbles, labeled alternative problem frames, that represent different ways of defining the problem itself.

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Phase 2: Examine

If the expand phase is about identifying all the facets of a problem, this one is about diving deep to identify root causes. The team investigates the issue thoroughly, peeling back the layers to understand underlying drivers and systemic contributors.

A useful tool for doing this is the iceberg model, which guides the team through layers of causation: surface-level events, the behavioral patterns that drive them, underlying systematic structures, and established mental models. As you probe ever deeper and document your findings, you begin to home in on the problem’s root causes. As is the case in the expand phase, open discussions and collaborative research are crucial for achieving a comprehensive analysis.

Let’s return to our Omega Soundscapes example and use the iceberg model to delve into the issues surrounding the two quarters of declining sales. Starting with the first layer beneath the surface, the behavioral pattern, the team diligently analyzed customer feedback. It discovered a significant drop in brand loyalty. This finding validated the problem frame of a “shifting brand perception,” prompting further investigation into what might have been causing it.

Phase 3: Empathize

In this phase, the focus is on the stakeholders—employees, customers, clients, investors, supply chain partners, and other parties—who are most central to and affected by the problem under investigation. The core objective is to understand how they perceive the issue: what they think and feel, how they’re acting, and what they want.

First list all the people who are directly or indirectly relevant to the problem. It may be helpful to create a visual representation of the network of relationships in the ecosystem. Prioritize the stakeholders according to their level of influence on and interest in the problem, and focus on understanding the roles, demographics, behavior patterns, motivations, and goals of the most important ones.

Now create empathy maps for those critical stakeholders. Make a template divided into four sections: Say, Think, Feel, and Do. Conduct interviews or surveys to gather authentic data. How do various users explain the problem? How do they think about the issue, and how do their beliefs inform that thinking? What emotions are they feeling and expressing? How are they behaving? Populate each section of the map with notes based on your observations and interactions. Finally, analyze the completed empathy maps. Look for pain points, inconsistencies, and patterns in stakeholder perspectives.

Returning to the Omega case study, the team identified its ecosystem of stakeholders: customers (both current and potential); retail partners and distributors; the R&D, marketing, and sales teams; suppliers of headphone components; investors and shareholders; and new and existing competitors. They narrowed the list to a few key stakeholders related to the declining-sales problem: customers, retail partners, and investors/shareholders; Omega created empathy maps for representatives from each.

Here’s what the empathy maps showed about what the stakeholders were saying, thinking, feeling, and doing:

Sarah, the customer, complained on social media about the high price of her favorite headphones. Dave, the retailer, expressed concerns about unsold inventory and the challenge of convincing customers to buy the expensive headphones. Alex, the shareholder, brought up Omega’s declining financial performance during its annual investor day.

Sarah thought that Omega was losing touch with its loyal customer base. Dave was considering whether to continue carrying Omega’s products in his store or explore other brands. Alex was contemplating diversifying his portfolio into other consumer-tech companies.

As a longtime supporter of the brand, Sarah felt frustrated and slightly betrayed. Dave was feeling anxious about the drop in sales and the impact on his store’s profitability. Alex was unhappy with the declining stock value.

Sarah was looking for alternatives to the headphones, even though she loves the product’s quality. Dave was scheduling a call with Omega to negotiate pricing and terms. Alex was planning to attend Omega’s next shareholder meeting to find out more information from the leadership team.

When Omega leaders analyzed the data in the maps, they realized that pricing wasn’t the only reason for declining sales. A more profound issue was customers’ dissatisfaction with the perceived price-to-quality ratio, especially when compared with competitors’ offerings. That insight prompted the team to consider enhancing the headphones with additional features, offering more-affordable alternatives, and possibly switching to a service model.

Engage with Stakeholders. Create an empathy map and conduct interviews and surveys to gather data to populate each section. This diagram shows a person in the center representing various types of stakeholders, with four questions companies should ask: What do stakeholders think? What do they do? What do they say? And what do they feel?

Phase 4: Elevate

This phase involves exploring how the problem connects to broader organizational issues. It’s like zooming out on a map to understand where a city lies in relation to the whole country or continent. This bird’s-eye view reveals interconnected issues and their implications.

For this analysis, we recommend the four-frame model developed by Lee Bolman and Terrence Deal, which offers distinct lenses through which to view the problem at a higher level. The structural frame helps you explore formal structures (such as hierarchy and reporting relationships); processes (such as workflow); and systems, rules, and policies. This frame examines efficiency, coordination, and alignment of activities.

The human resources frame focuses on people, relationships, and social dynamics. This includes teamwork, leadership, employee motivation, engagement, professional development, and personal growth. In this frame, the organization is seen as a community or a family that recognizes that talent is its most valuable asset. The political frame delves into power dynamics, competing interests, conflicts, coalitions, and negotiations. From this perspective, organizations are arenas where various stakeholders vie for resources and engage in political struggles to influence decisions. It helps you see how power is distributed, used, and contested.

The symbolic frame highlights the importance of symbols, rituals, stories, and shared values in shaping group identity and culture. In it, organizations are depicted as theaters through which its members make meaning.

Using this model, the Omega team generated the following insights in the four frames:

Structural.

A deeper look into the company’s structure revealed siloing and a lack of coordination between the R&D and marketing departments, which had led to misaligned messaging to customers. It also highlighted a lack of collaboration between the two functions and pointed to the need to communicate with the target market about the product’s features and benefits in a coherent and compelling way.

Human resources.

This frame revealed that the declining sales and price hikes had ramped up pressure on the sales team, damaging morale. The demotivated team was struggling to effectively promote the product, making it harder to recover from declining sales. Omega realized it was lacking adequate support, training, and incentives for the team.

The key insight from this frame was that the finance team’s reluctance to approve promotions in the sales group to maintain margins was exacerbating the morale problem. Omega understood that investing in sales leadership development while still generating profits was crucial for long-term success and that frank discussions about the issue were needed.

This frame highlighted an important misalignment in perception: The company believed that its headphones were of “top quality,” while customers reported in surveys that they were “overpriced.” This divergence raised alarm that branding, marketing, and pricing strategies, which were all predicated on the central corporate value of superior quality, were no longer resonating with customers. Omega realized that it had been paying too little attention to quality assurance and functionality.

Adjust Your Vantage Point. Explore the broader organizational issues that factor into the problem, using four distinct frames. This diagram shows four quadrants: the first is political, including power dynamics, competing interests, and coalitions. The second is interpersonal, including people and relationships. The third is structural, including coordination and alignment of activities, and the fourth is symbolic, including group identity and culture.

Phase 5: Envision

In this phase, you transition from framing the problem to actively imagining and designing solutions. This involves synthesizing the insights gained from earlier phases and crafting a shared vision of the desired future state.

Here we recommend using a technique known as backcasting. First, clearly define your desired goal. For example, a team struggling with missed deadlines and declining productivity might aim to achieve on-time completion rates of 98% for its projects and increase its volume of projects by 5% over the next year. Next, reverse engineer the path to achieving your goal. Outline key milestones required over both the short term and the long term. For each one, pinpoint specific interventions, strategies, and initiatives that will propel you closer to your goal. These may encompass changes in processes, policies, technologies, and behaviors. Synthesize the activities into a sequenced, chronological, prioritized road map or action plan, and allocate the resources, including time, budget, and personnel, necessary to implement your plan. Finally, monitor progress toward your goal and be prepared to adjust the plan in response to outcomes, feedback, or changing circumstances. This approach ensures that the team’s efforts in implementing the insights from the previous phases are strategically and purposefully directed toward a concrete destination.

Applying the Approach

Albert Einstein once said, “If I had one hour to solve a problem, I would spend 55 minutes thinking about the problem and five minutes thinking about the solution.” That philosophy underpins our E5 framework, which provides a structured approach for conscientiously engaging with complex problems before leaping to solutions.

As teams use the methodology, they must understand that problem-framing in today’s intricate business landscape is rarely a linear process. While we’re attempting to provide a structured path, we also recognize the dynamic nature of problems and the need for adaptability. Invariably, as teams begin to implement solutions, new facets of a problem may come to light, unforeseen challenges may arise, or external circumstances may evolve. Your team should be ready to loop back to previous phases—for instance, revisiting the expand phase to reassess the problem’s frame, delving deeper into an overlooked root cause in another examine phase, or gathering fresh insights from stakeholders in a new empathize phase. Ultimately, the E5 framework is intended to foster a culture of continuous improvement and innovation.

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Adopting the right problem-solving approach

May 4, 2023 You’ve defined your problem, ensured stakeholders are aligned, and are ready to bring the right problem-solving approach and focus to the situation to find an optimal solution. But what is the right problem-solving approach? And what if there is no single ideal course of action? In our 2013 classic from the Quarterly , senior partner Olivier Leclerc highlights the value of taking a number of different approaches simultaneously to solve difficult problems. Read on to discover the five flexons, or problem-solving languages, that can be applied to the same problem to generate richer insights and more innovative solutions. Then check out more insights on problem-solving approaches, and dive into examples of pressing challenges organizations are contending with now.

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Overview of the Problem-Solving Mental Process

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.

Get Advice From The Verywell Mind Podcast

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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."

Problem-solving in Leadership: How to Master the 5 Key Skills

The role of problem-solving in enhancing team morale, the right approach to problem-solving in leadership, developing problem-solving skills in leadership, leadership problem-solving examples.

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What’s the Role of Problem-solving in Leadership?

Getting to the root of the issue: First, Sarah starts by looking at the numbers for the past few months. She identifies the products for which sales are falling. She then attempts to correlate it with the seasonal nature of consumption or if there is any other cause hiding behind the numbers.
Identifying the sources of the problem: In the next step, Sarah attempts to understand why sales are falling. Is it the entry of a new competitor in the next neighborhood, or have consumption preferences changed over time? She asks some of her present and past customers for feedback to get more ideas.
Putting facts on the table: Next up, Sarah talks to her sales team to understand their issues. They could be lacking training or facing heavy workloads, impacting their productivity. Together, they come up with a few ideas to improve sales.
Selection and application: Finally, Sarah and her team pick up a few ideas to work on after analyzing their costs and benefits. They ensure adequate resources, and Sarah provides support by guiding them wherever needed during the planning and execution stage.
Identifying the root cause of the problem.
Brainstorming possible solutions.
Evaluating those solutions to select the best one.
Implementing it.

Analytical thinking: Analytical thinking skills refer to a leader’s abilities that help them analyze, study, and understand complex problems. It allows them to dive deeper into the issues impacting their teams and ensures that they can identify the causes accurately.
Critical Thinking: Critical thinking skills ensure leaders can think beyond the obvious. They enable leaders to question assumptions, break free from biases, and analyze situations and facts for accuracy.
Creativity: Problems are often not solved straightaway. Leaders need to think out of the box and traverse unconventional routes. Creativity lies at the center of this idea of thinking outside the box and creating pathways where none are apparent.
Decision-making: Cool, you have three ways to go. But where to head? That’s where decision-making comes into play – fine-tuning analysis and making the choices after weighing the pros and cons well.
Effective Communication: Last but not at the end lies effective communication that brings together multiple stakeholders to solve a problem. It is an essential skill to collaborate with all the parties in any issue. Leaders need communication skills to share their ideas and gain support for them.

How do Leaders Solve Problems?

Business turnaround, crisis management, team building.

Process improvement

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The Kaizen Event: A Powerful Approach for Rapid Process Improvement

The Kaizen Event! Are you dealing with seemingly insurmountable inefficiencies in your organization? Perhaps you’ve tried various methods of improvement with limited success. Consider using the Kaizen Approach if you need a structured, effective, and quick approach to process improvement. This methodology, also known as a Kaizen event or Kaizen blitz, entails assembling a cross-functional team to address specific problems in a short period of time. These events, which are based on collaboration and rapid problem-solving, can revolutionize your operational performance, improving both productivity and profitability. The focus on employee involvement and the ability to deliver significant improvements quickly are the keys to it’s effectiveness.

The involvement employees who are closest to the process is critical to the success of a Kaizen event, as they can provide valuable insights and ideas for improvement. The event usually lasts a few days, and the team is expected to complete the objectives within that time frame.

What does Kaizen Mean?

Kaizen is a Japanese term that means “improvement” or “change for the better.” Kaizen is a business term that refers to a continuous improvement process that focuses on making small, incremental changes to processes and operations to improve efficiency, quality, and productivity. The Kaizen approach emphasises employee participation in the improvement process and encourages everyone to share ideas and suggestions for how to improve the process. The goal of Kaizen is to foster a culture of continuous improvement in which everyone is constantly looking for ways to make small changes that add up to big results over time.

What is the Kaizen improvement process?

Identify and analyse the problem: The team should collaborate to identify the problem or opportunity for improvement, as well as to collect data and information about the current state of the process. To understand the problem and identify the root cause, they should use tools such as process mapping, statistical analysis, and root cause analysis.

Standardize and sustain: After testing the solution and confirming the improvements, the team should document the new process and train employees on it. They should also develop a follow-up strategy to ensure that the gains are sustained over time.

The 6 Steps to a Kaizen Improvement

Step 1: identify problem, step 2: analyze current process, step 3: create solutions, step 4: test solutions, step 5: measure and analyze results, step 6: standardize the solution.

After you’ve standardized your solution, the cycle doesn’t end. You return to identifying new problems, ensuring an ongoing process of continuous improvement.

What tools are used in a Kaizen?

Statistical Process Control (SPC): A tool for collecting and analysing data in order to identify patterns and trends in a process. It assists in identifying and tracking specific problems as well as evaluating the effectiveness of improvements.

Fishbone Diagram (Ishikawa): A tool for identifying the causes of a problem, it aids in determining the causes and developing solutions.

These are just a few examples of tools and techniques used in Kaizen, but there are many more that can be used depending on the problem and process being improved.

When should you use Kaizen to solve problems?

The issue is having a significant impact on the organization’s performance: Kaizen can be used to address issues that are causing delays, defects, waste, or other issues that are affecting the organization’s performance.

The organisation wishes to foster a culture of continuous improvement, Kaizen is a method of fostering a culture of continuous improvement by encouraging all employees to share ideas and suggestions for improvement.

Who should lead a Kaizen Improvement?

The leader should also be able to bring people together and encourage all team members to participate. This person should be a good communicator who can motivate the team to work together and achieve the event’s goals.

Example of a Kaizen Improvement

Here’s an example of a problem solved through the Kaizen process for a company that manufactures automotive components:

Solution: After identifying the problem and its causes, the team generated and evaluated a list of potential solutions. Finally, the team decided on a solution that included implementing a pull-based production system, Kanban cards to manage inventory, and a just-in-time delivery system.

As a result of this Kaizen event, the business was able to significantly reduce lead times for delivery of components, resulting in improved customer satisfaction and increased business.

Referfences

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31 examples of problem solving performance review phrases

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You're doing great

You should think of improving

Tips to improve

Use these practical examples of phrases, sample comments, and templates for your performance review , 360-degree feedback survey, or manager appraisal.

The following examples not only relate to problem-solving but also conflict management , effective solutions, selecting the best alternatives, decision making , problem identification, analyzing effectively, and generally becoming an effective problem-solving strategist. Start using effective performance review questions to help better guide your workforce's development.

Problem solving appraisal comments: you're doing great

You always maintain an effective dialogue with clients when they have technical problems. Being clear and articulate makes sure our customers' faults are attended to promptly.
You constantly make sure to look beyond the obvious you never stop at the first answer. You’re really good at exploring alternatives. Well done!
Keeping the supervisors and managers informed of status changes and requests is important. You’re really good at communicating the changes to the projects at all times. Keep it up!
You stay cool and collected even when things aren’t going according to plan or up in the air. This is a great trait to possess. Well done!
You’re excellent at giving an honest and logical analysis. Keep it up! Effectively diagnosing complex problems and reaching sustainable solutions is one of your strong points.
Your ability to ability to make complex systems into simple ones is truly a unique skill to possess. Well done!
You often identify practical solutions to every roadblock. You’re a real asset to the team! Great job.
You always listen actively and attentively to make sure you understand what the exact problem is and you come up with solutions in an effective manner.
You have an amazing ability to clearly explain options and solutions effectively and efficiently. Well done!
When driving projects, you can shift to other areas comfortably and easily. making sure the project runs smoothly. Great job!

problem-solving-performance-review-phrases-person-at-work-talking-to-boss

Problem solving performance review phrases: you should think of improving

You always seem too overwhelmed when faced with multiple problems. Try to think of ways to make problems more manageable so that they can be solved in a timely and effective manner.
Avoiding conflicts constantly with people is not a good idea as you will only build up personal frustration and nothing will be done to remedy the situation. Try to face people when there are problems and rectify problems when they occur.
Don’t allow demanding customers to rattle your cage too much. If they become too demanding, take a step back, regulate your emotions , and try to make use of online support tools to help you rectify problems these tools can help a lot!
It’s necessary that you learn from your past mistakes . You cannot keep making the same mistakes , as this is not beneficial to the company.
You tend to ask the same questions over and over again. Try to listen more attentively or take notes when colleagues are answering!
Providing multiple solutions in an indirect and creative approach will allow you to be more effective at problem-solving . if you struggle with this typically through viewing the problem in a new and unusual light.
You fail to provide staff with the appropriate amount of structure and direction. They must know the direction you wish them to go in to achieve their goals .
You need to be able to recognize repetitive trends to solve problems promptly.
You tend to have problems troubleshooting even the most basic of questions. As a problem solver and customer support person, it’s imperative that you can answer these questions easily.
Read through your training manual and make sure you fully understand it before attempting questions again.

problem-solving-performance-review-phrases-person-talking-at-work

Performance review tips to improve problem solving

Try to complain less about problems and come up with solutions to the problems more often. Complaining is not beneficial to progression and innovation.
As a problem solver, it’s important to be able to handle multiple priorities under short deadlines.
You need to be able to effectively distinguish between the cause and the symptoms of problems to solve them in an efficient and timely manner.
Try to anticipate problems in advance before they become major roadblocks down the road.
Try to view obstacles as opportunities to learn and thrive at the challenge of solving the problem.
Remember to prioritize problems according to their degree of urgency. It's important that you spend the majority of your time on urgent tasks over menial ones.
When putting plans into place, stick to them and make sure they are completed.
When solving problems, try to allocate appropriate levels of resources when undertaking new projects. It is important to become as efficient and as effective as possible.
Try to learn to pace yourself when solving problems to avoid burnout . You’re a great asset to the team and we cannot afford to lose at this point.
Meeting regularly with your staff to review results is vital to the problem-solving process.
Staff that has regular check-ins understand what it is that is required of them, what they are currently achieving, and areas they may need to improve. Try to hold one-on-one meetings every week.

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Madeline Miles

Madeline is a writer, communicator, and storyteller who is passionate about using words to help drive positive change. She holds a bachelor's in English Creative Writing and Communication Studies and lives in Denver, Colorado. In her spare time, she's usually somewhere outside (preferably in the mountains) — and enjoys poetry and fiction.

25 performance review questions (and how to use them)

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What is Problem Solving? (Steps, Techniques, Examples)

By Status.net Editorial Team on May 7, 2023 — 5 minutes to read

What Is Problem Solving?

Definition and importance.

Problem solving is the process of finding solutions to obstacles or challenges you encounter in your life or work. It is a crucial skill that allows you to tackle complex situations, adapt to changes, and overcome difficulties with ease. Mastering this ability will contribute to both your personal and professional growth, leading to more successful outcomes and better decision-making.

Problem-Solving Steps

The problem-solving process typically includes the following steps:

Identify the issue : Recognize the problem that needs to be solved.
Analyze the situation : Examine the issue in depth, gather all relevant information, and consider any limitations or constraints that may be present.
Generate potential solutions : Brainstorm a list of possible solutions to the issue, without immediately judging or evaluating them.
Evaluate options : Weigh the pros and cons of each potential solution, considering factors such as feasibility, effectiveness, and potential risks.
Select the best solution : Choose the option that best addresses the problem and aligns with your objectives.
Implement the solution : Put the selected solution into action and monitor the results to ensure it resolves the issue.
Review and learn : Reflect on the problem-solving process, identify any improvements or adjustments that can be made, and apply these learnings to future situations.

Defining the Problem

To start tackling a problem, first, identify and understand it. Analyzing the issue thoroughly helps to clarify its scope and nature. Ask questions to gather information and consider the problem from various angles. Some strategies to define the problem include:

Brainstorming with others
Asking the 5 Ws and 1 H (Who, What, When, Where, Why, and How)
Analyzing cause and effect
Creating a problem statement

Generating Solutions

Once the problem is clearly understood, brainstorm possible solutions. Think creatively and keep an open mind, as well as considering lessons from past experiences. Consider:

Creating a list of potential ideas to solve the problem
Grouping and categorizing similar solutions
Prioritizing potential solutions based on feasibility, cost, and resources required
Involving others to share diverse opinions and inputs

Evaluating and Selecting Solutions

Evaluate each potential solution, weighing its pros and cons. To facilitate decision-making, use techniques such as:

SWOT analysis (Strengths, Weaknesses, Opportunities, Threats)
Decision-making matrices
Pros and cons lists
Risk assessments

After evaluating, choose the most suitable solution based on effectiveness, cost, and time constraints.

Implementing and Monitoring the Solution

Implement the chosen solution and monitor its progress. Key actions include:

Communicating the solution to relevant parties
Setting timelines and milestones
Assigning tasks and responsibilities
Monitoring the solution and making adjustments as necessary
Evaluating the effectiveness of the solution after implementation

Utilize feedback from stakeholders and consider potential improvements. Remember that problem-solving is an ongoing process that can always be refined and enhanced.

Problem-Solving Techniques

During each step, you may find it helpful to utilize various problem-solving techniques, such as:

Brainstorming : A free-flowing, open-minded session where ideas are generated and listed without judgment, to encourage creativity and innovative thinking.
Root cause analysis : A method that explores the underlying causes of a problem to find the most effective solution rather than addressing superficial symptoms.
SWOT analysis : A tool used to evaluate the strengths, weaknesses, opportunities, and threats related to a problem or decision, providing a comprehensive view of the situation.
Mind mapping : A visual technique that uses diagrams to organize and connect ideas, helping to identify patterns, relationships, and possible solutions.

Brainstorming

When facing a problem, start by conducting a brainstorming session. Gather your team and encourage an open discussion where everyone contributes ideas, no matter how outlandish they may seem. This helps you:

Generate a diverse range of solutions
Encourage all team members to participate
Foster creative thinking

When brainstorming, remember to:

Reserve judgment until the session is over
Encourage wild ideas
Combine and improve upon ideas

Root Cause Analysis

For effective problem-solving, identifying the root cause of the issue at hand is crucial. Try these methods:

5 Whys : Ask “why” five times to get to the underlying cause.
Fishbone Diagram : Create a diagram representing the problem and break it down into categories of potential causes.
Pareto Analysis : Determine the few most significant causes underlying the majority of problems.

SWOT Analysis

SWOT analysis helps you examine the Strengths, Weaknesses, Opportunities, and Threats related to your problem. To perform a SWOT analysis:

List your problem’s strengths, such as relevant resources or strong partnerships.
Identify its weaknesses, such as knowledge gaps or limited resources.
Explore opportunities, like trends or new technologies, that could help solve the problem.
Recognize potential threats, like competition or regulatory barriers.

SWOT analysis aids in understanding the internal and external factors affecting the problem, which can help guide your solution.

Mind Mapping

A mind map is a visual representation of your problem and potential solutions. It enables you to organize information in a structured and intuitive manner. To create a mind map:

Write the problem in the center of a blank page.
Draw branches from the central problem to related sub-problems or contributing factors.
Add more branches to represent potential solutions or further ideas.

Mind mapping allows you to visually see connections between ideas and promotes creativity in problem-solving.

Examples of Problem Solving in Various Contexts

In the business world, you might encounter problems related to finances, operations, or communication. Applying problem-solving skills in these situations could look like:

Identifying areas of improvement in your company’s financial performance and implementing cost-saving measures
Resolving internal conflicts among team members by listening and understanding different perspectives, then proposing and negotiating solutions
Streamlining a process for better productivity by removing redundancies, automating tasks, or re-allocating resources

In educational contexts, problem-solving can be seen in various aspects, such as:

Addressing a gap in students’ understanding by employing diverse teaching methods to cater to different learning styles
Developing a strategy for successful time management to balance academic responsibilities and extracurricular activities
Seeking resources and support to provide equal opportunities for learners with special needs or disabilities

Everyday life is full of challenges that require problem-solving skills. Some examples include:

Overcoming a personal obstacle, such as improving your fitness level, by establishing achievable goals, measuring progress, and adjusting your approach accordingly
Navigating a new environment or city by researching your surroundings, asking for directions, or using technology like GPS to guide you
Dealing with a sudden change, like a change in your work schedule, by assessing the situation, identifying potential impacts, and adapting your plans to accommodate the change.
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IMAGES

Problem-Solving Strategies: Definition and 5 Techniques to Try
Effective Problem Solving in 5 Simple Steps by Synergogy
Purpose
The 5 Steps of Problem Solving
Continuous Problem Solving Process Improvement
7 Effective Problem Solving Steps in the Workplace

VIDEO

Master Problem Solving
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Stress Transformed: Tough Love Guided Meditation to Ignite Your Motivation
Continual Process Improvement Unveiling the Gaps for IT Leaders
Junior Math Olympiad
When Caregiving Ends, How Do I Move On w/ Elliot Sklar & Lucy Barylak Aug 14,2024

COMMENTS

The FOCUS Model
The FOCUS Model is a simple quality-improvement tool commonly used in the health care industry. You can use it to improve any process, but it is particularly useful for processes that span different departments. The five steps in FOCUS are as follows: F ind the problem. O rganize a team. C larify the problem.
How to improve your problem solving skills and strategies
Initiative . The problem solving process is multi-faceted and requires different approaches at certain points of the process. Taking initiative to bring problems to the attention of the team, collect data or lead the solution creating process is always valuable. ... By using a problem solving process, you can focus on the things that matter ...
The Art of Effective Problem Solving: A Step-by-Step Guide
Step 1 - Define the Problem. The definition of the problem is the first step in effective problem solving. This may appear to be a simple task, but it is actually quite difficult. This is because problems are frequently complex and multi-layered, making it easy to confuse symptoms with the underlying cause.
Taking Initiative at Work: Proactive Approaches to Problem-Solving and
By encouraging employees to take initiative, companies can create a culture of innovation and continuous improvement that can drive success in the long term. Here are three proactive approaches to problem-solving and innovation that propel workplaces toward success: 1. Cultivate a Culture of Ownership and Initiative.
DMAIC Model
The DMAIC Problem Solving Approach is a process improvement methodology based on the Six Sigma approach that helps to improve business processes and products. It is used to identify, analyze, and solve existing processes that are inefficient or ineffective. The approach breaks down into five phases: Define, Measure, Analyze, Improve and Control.
DMAIC Process: Define, Measure, Analyze, Improve, Control
DMAIC is an acronym that stands for Define, Measure, Analyze, Improve, and Control. It represents the five phases that make up the process: Define the problem, improvement activity, opportunity for improvement, the project goals, and customer (internal and external) requirements. Project charter to define the focus, scope, direction, and ...
The Basics of Structured Problem-Solving Methodologies: DMAIC ...
This methodology provides a structured five-phase framework when working on an improvement project. It focuses on improving an existing process, rather than creating a new product or process. DMAIC is best suited for a complex problem, or if the risk is high. 8D. 8D is known as the Eight Disciplines of problem-solving.
40 problem-solving techniques and processes
7. Solution evaluation. 1. Problem identification. The first stage of any problem solving process is to identify the problem (s) you need to solve. This often looks like using group discussions and activities to help a group surface and effectively articulate the challenges they're facing and wish to resolve.
PDF A Problem Solving Approach to Designing and Implementing a Strategy to
PEL-083 A PELP Problem-Solving Approach . 2 . Teams rarely move through each step sequentially, and might get stuck and revisit earlier steps throughout the process. However, each step is critical to improving system-wide performance. Steps . Identify the Problem. The first and most critical step of solving a performance problem is to
10 Continuous Improvement Principles (+ How to Utilize Them NOW)
Plan: Analyze the current state, set improvement goals, and develop a plan to achieve them. Do: Implement the planned changes on a small scale. Check: Evaluate the results and compare them against the goals. Act: Based on the evaluation, adjust the plan, scale up the changes, or implement further improvements.
What is Continuous Improvement? Definition, Model ...
Instead of reacting to issues as they arise, continuous improvement encourages a proactive approach to problem-solving. Kaizen Philosophy: Continuous improvement is often associated with the Kaizen philosophy, a Japanese term that means "change for better." Kaizen focuses on making small, continuous changes to improve processes and systems.
What is Problem Solving? Steps, Process & Techniques
1. Define the problem. Diagnose the situation so that your focus is on the problem, not just its symptoms. Helpful problem-solving techniques include using flowcharts to identify the expected steps of a process and cause-and-effect diagrams to define and analyze root causes.. The sections below help explain key problem-solving steps.
The McKinsey guide to problem solving
Become a better problem solver with insights and advice from leaders around the world on topics including developing a problem-solving mindset, solving problems in uncertain times, problem solving with AI, and much more. ... Uniquely challenging times call for unique approaches, write Michael Birshan, Ben Sheppard, and coauthors in a recent ...
To Solve a Tough Problem, Reframe It
Phase 4: Elevate. This phase involves exploring how the problem connects to broader organizational issues. It's like zooming out on a map to understand where a city lies in relation to the whole ...
Adopting the right problem-solving approach
In our 2013 classic from the Quarterly, senior partner Olivier Leclerc highlights the value of taking a number of different approaches simultaneously to solve difficult problems. Read on to discover the five flexons, or problem-solving languages, that can be applied to the same problem to generate richer insights and more innovative solutions.
Root Cause Analysis (RCA) Methods for Effective Problem Solving
Definition. Root Cause Analysis (RCA) is a systematic approach to identify the underlying cause of a problem. By focusing on the root cause, you can effectively address the issue and prevent recurrence. Generally, RCA is used to investigate incidents, eliminate defects, and enhance systems or processes.
The Problem-Solving Process
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 ...
Problem-solving in Leadership: How to Master the 5 Key Skills
Problem-solving in leadership is a multi-faceted competency that requires conceptual thinking, planning, creativity, and collaboration. Leaders must learn to facilitate collaborative problem-solving instead of being solitary master problem-solvers. The right approach to problem-solving in leadership involves the following: Identifying the root ...
The Kaizen Event: A Powerful Approach for Rapid Process Improvement
Kaizen is a Japanese term that means "improvement" or "change for the better.". Kaizen is a business term that refers to a continuous improvement process that focuses on making small, incremental changes to processes and operations to improve efficiency, quality, and productivity. The Kaizen approach emphasises employee participation in ...
12 Approaches To Problem-Solving for Every Situation
Brainstorm options to solve the problem. Select an option. Create an implementation plan. Execute the plan and monitor the results. Evaluate the solution. Read more: Effective Problem Solving Steps in the Workplace. 2. Collaborative. This approach involves including multiple people in the problem-solving process.
14 Effective Problem-Solving Strategies
14 types of problem-solving strategies. Here are some examples of problem-solving strategies you can practice using to see which works best for you in different situations: 1. Define the problem. Taking the time to define a potential challenge can help you identify certain elements to create a plan to resolve them.
31 examples of problem solving performance review phrases
Use these practical examples of phrases, sample comments, and templates for your performance review, 360-degree feedback survey, or manager appraisal.. The following examples not only relate to problem-solving but also conflict management, effective solutions, selecting the best alternatives, decision making, problem identification, analyzing effectively, and generally becoming an effective ...
What is Problem Solving? (Steps, Techniques, Examples)
The problem-solving process typically includes the following steps: Identify the issue: Recognize the problem that needs to be solved. Analyze the situation: Examine the issue in depth, gather all relevant information, and consider any limitations or constraints that may be present. Generate potential solutions: Brainstorm a list of possible ...

40 problem-solving techniques and processes

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What is problem solving?

What is the seven step problem solving process?

1. Problem identification

2. Problem analysis and refinement

3. Solution generation

4. Solution development

5. Decision making and planning

6. Solution implementation

7. Solution evaluation

What does an effective problem solving process look like?

Complete problem-solving methods

Six Thinking Hats

Lightning Decision Jam

Problem Definition Process

The 5 Whys

Discovery & Action Dialogue (DAD)

Open space technology

Techniques to identify and analyze problems

Fishbone Analysis

Problem Tree

SWOT Analysis

Agreement-Certainty Matrix

The Journalistic Six

LEGO Challenge

What, So What, Now What?

Journalists

Problem-solving techniques for brainstorming solutions

Mindspin

The Creativity Dice

Idea and Concept Development

Problem-solving techniques for developing and refining solutions

Improved Solutions

Four Step Sketch

15% Solutions

Problem-solving techniques for making decisions and planning

How-Now-Wow Matrix

Impact and Effort Matrix

Problem-solving warm-up activities

Check-in / Check-out

Doodling Together

Show and Tell

Constellations

Draw a Tree

Closing activities for a problem-solving process

One Breath Feedback

Who What When Matrix

Response cards

Tips for effective problem solving

Clearly define the problem

Don’t jump to conclusions

Try different approaches

Don’t take it personally

Get the right people in the room

Create psychologically safe spaces for discussion

Document everything

Bring a facilitator

Develop your problem-solving skills

Design a great agenda

Save time and effort creating an effective problem solving process

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10 Continuous Improvement Principles (+ How to Utilize Them NOW)

PDCA (Plan-Do-Check-Act)

Root Cause Analysis

Benefits of Continuous Improvement

Continuous improvement 101: The basics

Understanding Processes

Developing a Plan for Improvement

Implementing Change Effectively

Quality Control and Monitoring Progress

Continuous Improvement Strategies

Streamlining Processes and Cutting Costs

Automating Tasks to Increase Efficiency

Leveraging Technology for Improved Performance

Improving Employee Involvement in the Processes

Focusing on Product Quality and Consistency

A Word From Verywell