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Eight Steps To Practical Problem Solving

Problem solving

The Toyota Way To Problem Solving

The art of problem solving is constantly trying to evolve and be re-branded by folks in various industries. While the new way might very well be an effective method in certain applications. A tried and true way of identifying and solving problems is the eight steps to practical problem solving developed by Toyota, years ago. The system is structured, but simple and practical enough to handle problems of the smallest nature, to the most complex issues.

Using a fundamental and strategic way to solve problems creates consistency within an organization. When you base your results off facts, experience and common sense, the results form in a rational and sustainable way.

Problem Solving Solution

The Eight Step Problem Solving Process

  • Clarify the Problem
  • Breakdown the Problem
  • Set the Target
  • Analyze the Root Cause
  • Develop Countermeasures
  • Implement Countermeasures
  • Monitor Results and Process
  • Standardize and Share Success

The eight steps to practical problem solving also include the Plan, Do, Check and Act (PDCA) cycle. Steps one through five are the planning process. The doing is found in step six. Step seven is the checking . Step eight involves acting out the results of the new standard.

This practical problem solving can be powerful tool to issues facing your organization. It allows organizations to have a common understanding of what defines a problem and what steps are going to be taken in order to overcome the problem efficiently.

The Eight Steps Broken Down:

Step 1: clarify the problem.

A problem can be defined in one of three ways. The first being, anything that is a deviation from the standard. The second could be the gap between the actual condition and the desired condition. With the third being an unfilled customer need.

In order to best clarify the problem, you have to see the problem with your own eyes. This gives you the details and hands-on experience that will allow you to move forward in the process.

Step 2: Breakdown the Problem

Once you’ve seen the problem first hand, you can begin to breakdown the problem into more detailed and specific problems. Remember, as you breakdown your problem you still need to see the smaller, individual problems with your own eyes. This is also a good time to study and analyze the different inputs and outputs  of the process so that you can effectively prioritize your efforts. It is much more effective to manage and solve a bunch of micro-problems one at a time, rather than try and tackle a big problem with no direction.

Step 3: Set the Target

setting goals, root cause analysis

Step three is all about commitment and focus. Your attention should now turn towards focusing on what is needed to complete the project and how long it will take to finish. You should set targets that are challenging, but within limits and don’t put a strain on the organization that would hinder the improvement process.

Step 4: Analyze the Root Cause

This is a vital step when problem solving, because it will help you identify the actual factors that caused the issue in the first place. More often than not, there are multiple root causes to analyze. Make sure you are considering all potential root causes and addressing them properly. A proper root cause analysis, again involves you actually going to the cause itself instead of simply relying on reports.

Step 5: Develop Countermeasures

Once you’ve established your root causes, you can use that information to develop the countermeasures needed to remove the root causes. Your team should develop as many countermeasures needed to directly address any and all root causes. Once you’ve developed your countermeasures, you can begin to narrow them down to the most practical and effective based off your target.

Step 6: Implement Countermeasures

Now that you have developed your countermeasures and narrowed them down, it is time to see them through in a timely manner. Communication is extremely important in step six. You’ll want to seek ideas from the team and continue to work back through the PDCA cycle to ensure nothing is being missed along the way. Consider implementing one countermeasure at a time to monitor the effectiveness of each.

You will certainly make mistakes in throughout your problem solving processes, but your persistence is key, especially in step six.

Step 7: Monitor Results and Process

As mistakes happen and countermeasures fail, you need a system in place to review and modify them to get the intended result. You can also determine if the intended outcome was the result of the action of the countermeasure, or was it just a fluke? There is always room for improvement in the problem solving process, but you need to be able to recognize it when it comes to your attention.

Step 8: Standardize and Share Success

Now that you’ve encountered success along your problem solving path, it is time to set the new processes as the new standard within the organization and share them throughout the organization. It is also a good time to reflect on what you’ve learned and address any possible unresolved issues or troubles you have along the way. Ignoring unresolved issues will only lead to more problems down the road.

Finally, because you are a true Lean organization who believes continuous improvement never stops, it is time to tackle the next problem. Start the problem solving process over again and continue to work towards perfection.

Additional Resources

  • 8D for Problem Solving – creativesafetysupply.com
  • Training to Use 8D Problem-Solving Tactics – blog.creativesafetysupply.com
  • The Great Root Cause Problem Solving Debate – realsafety.org
  • Design Thinking: Empathy and Iteration for Innovation and Problem-Solving – creativesafetypublishing.com
  • 10 Commandments to Continuous Improvement – lean-news.com
  • Lean Manufacturing Implementation – The First 5 Steps – iecieeechallenge.org
  • No Problem is a Problem – jakegoeslean.com
  • The Transitional Steps Involved In The 5s Principles During Implementation – 5snews.com
  • The Tools of Kaizen – blog.5stoday.com

Related posts:

  • 3P and Lean
  • The Vacation Paradox
  • Why Single Minute Exchange of Die (SMED)?
  • Total Quality Management And Kaizen Principles In Lean Management
  • An Engaged Employee is a Productive Employee
  • Jim Womack’s Top Misconceptions of the Lean Movement
  • Muda, Mura, and Muri: The Three Wastes

AllAboutLean.com

Toyota Practical Problem Solving (PPS)—Introduction

implementation step in the practical problem solving process

The Framework: PDCA

PDCA Circle

  • Plan is to identify and clarify the problem, including collecting data to understand the problem, setting a target, and doing a root-cause analysis.
  • Do is the development and implementation of countermeasures.
  • Check verifies whether these countermeasures were effective and the target has been reached.
  • Act is to re-do and further improve if the targets have not been met (yet). If it was successful, the Act part looks for other locations and applications where this solution could be used (e.g., if it was a smaller trial to be rolled out on a larger scale). Toyota also shares these yokoten on an internal website with other plants.

Checklist

Toyota practical problem solving consists of the steps as listed below. Note that sometimes you have a step more if you decide to split a step into two.

  • Clarify the Problem
  • Break Down the Problem
  • Set a Target
  • Root-Cause Analysis
  • Develop Countermeasures and Implement
  • Monitor Process and Results
  • Standardize and Share

I will explain all these steps in much more detail, including the risks and difficulties, throughout this small series of posts. But before explaining these steps in detail, let me also show you the structure.

The Structure: A3

You probably know the structure already, or at least have heard of it: it is the famous A3 . This report, named after the standard A3 paper size, is commonly used at Toyota to tackle medium-sized problems. The A3 format was chosen because it was a good compromise between getting lots of data on a single page and also having a page small enough to be carried around on the shop floor. (And, as legend has it, A3 was supposedly the largest format to fit though a fax machine back in the day).

You will find all the steps from above again in this A3 format, an example of which is shown below, plus the obligatory header row with organizational data like title, date, and so on.

implementation step in the practical problem solving process

The A3 is intended to be filled out in pencil (not pen), which makes changing content easy by using an eraser. Nowadays digital tools are also often used, although Toyota still does this mostly by hand using pencil on paper. Digital A3s are easier to share and look prettier, but they are harder to make and much more effort is needed in creating the A3. If you have ever created an A3 in Microsoft Excel, you know what I am talking about (as Excel is wholly unsuited for such graphical work…Ugh!)

implementation step in the practical problem solving process

The “Do” part is actually quite small. If you understand the problem well, the solutions are rather easy. If you don’t understand the problem, you still may have a solution, but it will probably be an inferior one, if it works at all. Similarly, the Check and Act are also rather small.

In my experience, this is often done differently (and in my opinion worse) in many other Western companies. The focus is all on doing something, implementing some sort of solution. There is a bit of planning, but the vast majority of the effort goes into the “Do” part. The “Check” and “Act” parts are quite underdeveloped, if they exist at all.

A fancy presentation often substitutes for “Check,” resulting in many supposedly successful projects that did not improve much or even made it worse. Below I compared the normal representation of the PDCA circle having four equal quadrants with a PDCA circle based on the effort by Japanese or Toyota standards, and another PDCA circle based on the effort of (way too many) Western companies. I’ll let you be the judge on how this is in your company.

implementation step in the practical problem solving process

Over and over again I guide people through the practical problem-solving process, and at every single step they jump to a solution. Let’s take a (fictitious) example for the steps of the problem solving, where every step is going right for the solution, ignoring the initial purpose of the step:

  • Clarify the Problem: Well, we need kanban!
  • Break Down the Problem: Okay, how many kanban do we need?
  • Set a Target: That’s how many kanban we need!
  • Root-Cause Analysis: Um… we did this already. It’s the lack of kanban…
  • Develop Countermeasures and Implement: Add kanban!
  • Monitor Process and Results: Do we have kanban now? Yes, we do. Case closed.
  • Standardize and Share: Hey, guys, use kanban!

implementation step in the practical problem solving process

PS: Many thanks to the team from the Toyota Lean Management Centre at the Toyota UK Deeside engine plant in Wales, where I participated in their 5-day course. This course gave us a lot of access to the Toyota shop floor, and we spent hours on the shop floor looking at processes. In my view, this the only generally accessible course by Toyota that gives such a level of shop floor involvement.

6 thoughts on “Toyota Practical Problem Solving (PPS)—Introduction”

Great ‘ Flow ‘ and easy to understand , specially for many who have limited exposure. Thanks

Thank you for sharing. PDCA is applicable on the shop floor, logistics, service industry – wherever Problems are accurately defined

Nice blog. I’m working in an NHS Production System (NHSps) design based on the Toyota and VMI Production Systems. Do you have any experience in this area?

Hi Tom, sorry, I am completely unfamiliar with the NHS production system. if you mean the National Health Service in the UK, I do have a bit of experience with lean Hospital.

Might I suggest a dry erase marker and a whiteboard? After a few times when the document structure is mostly stable, you can add lines with a permanent marker to fix the format in place. That way you’re not creating extra friction for the process.

As for actual A3, that works best when the A3 paper and printers that can print it are already readily available. I’m sure you ran across more than one business where just about every single printer on site can’t print anything larger than A4 or A3 paper simply isn’t available due to A4 used for everything.

Hi Andrey, I am a great fan of erasable notes, and use dry erase whiteboard markers a lot myself. An A3 printer is also really helpful, but just as you said, not every (small) business has one. For example, I only have an A4 printer in my office…

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Article • 4 min read

The Problem-Solving Process

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

By the Mind Tools Content Team

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

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

implementation step in the practical problem solving process

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

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

implementation step in the practical problem solving process

1. Define the Problem

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

2. Analyze the Problem

Ask yourself, and others, the following questions.

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

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

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

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

3. Generate Potential Solutions

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

4. Select Best Solution

When selecting the best solution, consider:

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

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

5. Take Action

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

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

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

6. Monitor and Review

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

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

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

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

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A guide to problem-solving techniques, steps, and skills

implementation step in the practical problem solving process

You might associate problem-solving with the math exercises that a seven-year-old would do at school. But problem-solving isn’t just about math — it’s a crucial skill that helps everyone make better decisions in everyday life or work.

A guide to problem-solving techniques, steps, and skills

Problem-solving involves finding effective solutions to address complex challenges, in any context they may arise.

Unfortunately, structured and systematic problem-solving methods aren’t commonly taught. Instead, when solving a problem, PMs tend to rely heavily on intuition. While for simple issues this might work well, solving a complex problem with a straightforward solution is often ineffective and can even create more problems.

In this article, you’ll learn a framework for approaching problem-solving, alongside how you can improve your problem-solving skills.

The 7 steps to problem-solving

When it comes to problem-solving there are seven key steps that you should follow: define the problem, disaggregate, prioritize problem branches, create an analysis plan, conduct analysis, synthesis, and communication.

1. Define the problem

Problem-solving begins with a clear understanding of the issue at hand. Without a well-defined problem statement, confusion and misunderstandings can hinder progress. It’s crucial to ensure that the problem statement is outcome-focused, specific, measurable whenever possible, and time-bound.

Additionally, aligning the problem definition with relevant stakeholders and decision-makers is essential to ensure efforts are directed towards addressing the actual problem rather than side issues.

2. Disaggregate

Complex issues often require deeper analysis. Instead of tackling the entire problem at once, the next step is to break it down into smaller, more manageable components.

Various types of logic trees (also known as issue trees or decision trees) can be used to break down the problem. At each stage where new branches are created, it’s important for them to be “MECE” – mutually exclusive and collectively exhaustive. This process of breaking down continues until manageable components are identified, allowing for individual examination.

The decomposition of the problem demands looking at the problem from various perspectives. That is why collaboration within a team often yields more valuable results, as diverse viewpoints lead to a richer pool of ideas and solutions.

3. Prioritize problem branches

The next step involves prioritization. Not all branches of the problem tree have the same impact, so it’s important to understand the significance of each and focus attention on the most impactful areas. Prioritizing helps streamline efforts and minimize the time required to solve the problem.

implementation step in the practical problem solving process

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implementation step in the practical problem solving process

4. Create an analysis plan

For prioritized components, you may need to conduct in-depth analysis. Before proceeding, a work plan is created for data gathering and analysis. If work is conducted within a team, having a plan provides guidance on what needs to be achieved, who is responsible for which tasks, and the timelines involved.

5. Conduct analysis

Data gathering and analysis are central to the problem-solving process. It’s a good practice to set time limits for this phase to prevent excessive time spent on perfecting details. You can employ heuristics and rule-of-thumb reasoning to improve efficiency and direct efforts towards the most impactful work.

6. Synthesis

After each individual branch component has been researched, the problem isn’t solved yet. The next step is synthesizing the data logically to address the initial question. The synthesis process and the logical relationship between the individual branch results depend on the logic tree used.

7. Communication

The last step is communicating the story and the solution of the problem to the stakeholders and decision-makers. Clear effective communication is necessary to build trust in the solution and facilitates understanding among all parties involved. It ensures that stakeholders grasp the intricacies of the problem and the proposed solution, leading to informed decision-making.

Exploring problem-solving in various contexts

While problem-solving has traditionally been associated with fields like engineering and science, today it has become a fundamental skill for individuals across all professions. In fact, problem-solving consistently ranks as one of the top skills required by employers.

Problem-solving techniques can be applied in diverse contexts:

  • Individuals — What career path should I choose? Where should I live? These are examples of simple and common personal challenges that require effective problem-solving skills
  • Organizations — Businesses also face many decisions that are not trivial to answer. Should we expand into new markets this year? How can we enhance the quality of our product development? Will our office accommodate the upcoming year’s growth in terms of capacity?
  • Societal issues — The biggest world challenges are also complex problems that can be addressed with the same technique. How can we minimize the impact of climate change? How do we fight cancer?

Despite the variation in domains and contexts, the fundamental approach to solving these questions remains the same. It starts with gaining a clear understanding of the problem, followed by decomposition, conducting analysis of the decomposed branches, and synthesizing it into a result that answers the initial problem.

Real-world examples of problem-solving

Let’s now explore some examples where we can apply the problem solving framework.

Problem: In the production of electronic devices, you observe an increasing number of defects. How can you reduce the error rate and improve the quality?

Electric Devices

Before delving into analysis, you can deprioritize branches that you already have information for or ones you deem less important. For instance, while transportation delays may occur, the resulting material degradation is likely negligible. For other branches, additional research and data gathering may be necessary.

Once results are obtained, synthesis is crucial to address the core question: How can you decrease the defect rate?

While all factors listed may play a role, their significance varies. Your task is to prioritize effectively. Through data analysis, you may discover that altering the equipment would bring the most substantial positive outcome. However, executing a solution isn’t always straightforward. In prioritizing, you should consider both the potential impact and the level of effort needed for implementation.

By evaluating impact and effort, you can systematically prioritize areas for improvement, focusing on those with high impact and requiring minimal effort to address. This approach ensures efficient allocation of resources towards improvements that offer the greatest return on investment.

Problem : What should be my next job role?

Next Job

When breaking down this problem, you need to consider various factors that are important for your future happiness in the role. This includes aspects like the company culture, our interest in the work itself, and the lifestyle that you can afford with the role.

However, not all factors carry the same weight for us. To make sense of the results, we can assign a weight factor to each branch. For instance, passion for the job role may have a weight factor of 1, while interest in the industry may have a weight factor of 0.5, because that is less important for you.

By applying these weights to a specific role and summing the values, you can have an estimate of how suitable that role is for you. Moreover, you can compare two roles and make an informed decision based on these weighted indicators.

Key problem-solving skills

This framework provides the foundation and guidance needed to effectively solve problems. However, successfully applying this framework requires the following:

  • Creativity — During the decomposition phase, it’s essential to approach the problem from various perspectives and think outside the box to generate innovative ideas for breaking down the problem tree
  • Decision-making — Throughout the process, decisions must be made, even when full confidence is lacking. Employing rules of thumb to simplify analysis or selecting one tree cut over another requires decisiveness and comfort with choices made
  • Analytical skills — Analytical and research skills are necessary for the phase following decomposition, involving data gathering and analysis on selected tree branches
  • Teamwork — Collaboration and teamwork are crucial when working within a team setting. Solving problems effectively often requires collective effort and shared responsibility
  • Communication — Clear and structured communication is essential to convey the problem solution to stakeholders and decision-makers and build trust

How to enhance your problem-solving skills

Problem-solving requires practice and a certain mindset. The more you practice, the easier it becomes. Here are some strategies to enhance your skills:

  • Practice structured thinking in your daily life — Break down problems or questions into manageable parts. You don’t need to go through the entire problem-solving process and conduct detailed analysis. When conveying a message, simplify the conversation by breaking the message into smaller, more understandable segments
  • Regularly challenging yourself with games and puzzles — Solving puzzles, riddles, or strategy games can boost your problem-solving skills and cognitive agility.
  • Engage with individuals from diverse backgrounds and viewpoints — Conversing with people who offer different perspectives provides fresh insights and alternative solutions to problems. This boosts creativity and helps in approaching challenges from new angles

Final thoughts

Problem-solving extends far beyond mathematics or scientific fields; it’s a critical skill for making informed decisions in every area of life and work. The seven-step framework presented here provides a systematic approach to problem-solving, relevant across various domains.

Now, consider this: What’s one question currently on your mind? Grab a piece of paper and try to apply the problem-solving framework. You might uncover fresh insights you hadn’t considered before.

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Problem Solving Process: The Ultimate Guide to the Process of Problem Solving

What is problem solving, the process for problem solving, be smart about problem solving.

Whether you manage a team or the entire organization, you need to apply excellent problem solving techniques to keep your organization going. Problems can occur between employees, which needs quick and effective problem solving tricks to continue with your business operations. That is why you need to learn about problem solving stages. Read on to learn more about problem solving.

Problem solving is the ability to offer solutions to difficult or complex issues and devising ways to avoid repetitive occurrences in the future.

Develop a positive approach

Before you handle any issue, the first thing is to have a positive mentality towards the problem. It could be a huge problem that may cause you to panic, but try as much as possible to remain composed and confident during the problem solving process. You want to give it the best outcome without involving emotions. So, stay positive as you figure out how to deal with the issue.

Understand the problem

The next problem solving method is to define the problem you are facing. The issue could be more profound than you think, and that is why you need to be intentional about diagnosing the root cause of the problem. This is the only way to solve the issue, because you can't solve what you cannot diagnose. Know the root cause and the effect of the issue. If possible, write down everything and use the notes as a guide on how to solve the problem.

Be creative about the problem

Creativity is a vital skill that a good problem solver should possess. It helps you think outside the box and approach the issue strategically. You need to address the issue from different angles to avoid leaning on one side.

Determine whether other issues could be a stumbling block to the current problem and devise ways to address it first before you proceed.

Looking for solutions

A single problem can have tens of practical solutions. This is why you need to think deeper and analyze all the possible solutions before making the final decision. Determine the problem solving model you're going to use to solve the issue.

You can brainstorm with your colleagues and take note of the possible solutions. Let it be an open platform where everyone can air out their views and ideas about the proposed solutions. But this doesn't mean that every solution is applicable.

Determine the effective solution

Once you highlight various scenarios, determine the problem solving techniques and approaches you will use. You do not have to apply every proposed solution. It is best to analyze what you have noted and settle for the best option.

Please choose an alternative that will solve the issue at hand without complicating it further. You only need to be smart and sensible when choosing the best problem solving strategies.

Solve the problem

Now, you already have a solution to the problem, and are ready to make the final decision. Go on and execute. Be patient at this moment as you weigh both sides to see how the involved parties react to the final decision. If you experience a drawback, you can quickly counter it by applying creative tips and remain persistent until you achieve your goals.

Be ready for the outcome

One thing you need to know is that not all decisions end up well with the involved parties. The solution could fail and cause more chaos in the long run. It is imperative to prepare for such outcomes to avoid dilemmas and confusion.

Remember, even if you do not get it right at first, this will be a learning lesson and you can be sure of doing better the next time. However, to avoid such scenarios, prepare adequately to handle the outcome, whether positive or negative. 

Create a follow-up strategy

No matter the outcome, find creative problem solving steps to follow up until you're sure that the problem is entirely resolved. Do not assume that everything is okay, since this could be the beginning of new problems. You can involve your colleagues to offer support until you achieve your goals.

Today, there are more advanced ways of problem solving. Problem-solving software is a crucial tool that will help you solve your issues within a short time and without compromising quality. Check out MindManager to get all the tools you need for collaborative problem solving!

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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.
  • How to Resolve Employee Conflict at Work [Steps, Tips, Examples]
  • How to Write Inspiring Core Values? 5 Steps with Examples
  • 30 Employee Feedback Examples (Positive & Negative)

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Implementation Strategies for Frontline Healthcare Professionals: People, Process Mapping, and Problem Solving

1 San Francisco Veterans Affairs Health Care System, San Francisco, USA

2 Department of Medicine, University of California San Francisco, San Francisco, USA

Bhavika Kaul

Jill reichert.

3 Office of Rural Health, Veterans Health Administration, Washington, DC, USA

Amy M. Kilbourne

4 Quality Enhancement Research Initiative, Veterans Health Administration, U.S. Department of Veterans Affairs, Washington, DC, USA

5 Department of Learning Health Sciences, University of Michigan Medical School, Ann Arbor, USA

Kathleen F. Sarmiento

Mary a. whooley.

Implementation science is focused on developing and evaluating methods to reduce gaps between research and practice. As healthcare organizations become increasingly accountable for equity, quality, and value, attention has been directed to identifying specific implementation strategies that can accelerate the adoption of evidence-based therapies into clinical practice. In this perspective, we offer three simple, practical strategies that can be used by frontline healthcare providers who are involved in on-the-ground implementation: people (stakeholder) engagement, process mapping, and problem solving. As a use case example, we describe the iterative application of these strategies to the implementation of a new home sleep apnea testing program for patients in the Veterans Health Administration (VA) healthcare system.

INTRODUCTION

During the past two decades, implementation science has emerged as a prominent field broadly defined as the “study of methods to promote the adoption and integration of evidence-based practices, interventions, and policies into routine health care and public health settings 1 .” In practice, implementation science blends theories from sociology and psychology with the methods of traditional research, quality improvement, and business change management 2 . Much of the existing literature has focused on the development of theories and frameworks to guide the design, evaluation, and dissemination of effective strategies 3 . However, the evolving theories, constructs, domains, and classification schemes 4 , 5 can sometimes introduce unintended barriers for practical application by the very individuals (frontline clinicians and staff) who are responsible for day-to-day implementation.

As described in the Veterans Health Administration (VA) Quality Enhancement Research Initiative Roadmap, 6 implementation involves three phases: (1) pre-implementation, (2) implementation, and (3) sustainment. Pre-implementation consists of defining a quality gap, identifying an evidence-based practice to reduce this gap, selecting local champions to lead implementation at each target site, and planning how to evaluate the impact of these efforts. During this pre-implementation phase, frontline healthcare professionals often serve as valuable opinion leaders and operational stakeholders but, given the complex and competing demands facing many healthcare leaders, may have limited control over the plan to achieve organizational objectives. Partnering with implementation scientists brings rigor and expertise to the operational approach, selection of outcome metrics, and dissemination of effective strategies.

As a project enters the implementation phase, frontline teams play a critical role in shaping its trajectory and successful sustainment. For the practicing healthcare professional, we propose a simple and practical approach to on-the-ground implementation that involves three essential strategies ( people engagement, process mapping, and problem solving) with continuously iterative cycles across these elements during the lifespan of a project. In our experience with national implementation efforts, this approach has proven indispensable for aligning scientists, operational leaders, and frontline staff at local sites. Figure ​ Figure1 1 shows how these tools fit into the overall roadmap. As a use case, we describe its application to the implementation of an enterprise-wide home sleep apnea testing initiative.

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Implementation requires iterative cycles of process mapping, problem solving, and stakeholder engagement (people).

Process Mapping

Since its origins in the manufacturing industry, process mapping has become a familiar tool used to visually represent the inputs, outputs, and steps of healthcare improvement 7 . Although process mapping has not been a prominent feature in the implementation science literature, it has a well-established place in many quality improvement methods such as the Institute for Healthcare Improvement’s Model for Improvement 8 and Lean in Healthcare 9 . The beginning and end of a process map define the boundaries of a specific change initiative. The steps in between highlight key events and the sequence in which they occur. Additional information regarding the operators involved in parallel processes (e.g., swim lane diagrams 10 ) or the potential value associated with each step (e.g., value stream mapping 11 ) may be provided to enhance clarity.

In the pre-implementation phase of a project, process mapping of the existing structures and practices at each site identifies potential adaptations of the intervention that may be necessary and helps delineate important metrics for future tracking. Process maps can identify workflow nodes that are likely to introduce barriers or serve as facilitators. Understanding local processes can also point to strategic adaptations that may be necessary to meet local needs. Sharing process maps with evaluation partners is also helpful for defining metrics (e.g., number of days required to hire necessary personnel, obtain equipment, seek document approvals) to track progress and evaluate outcomes at the completion of a project.

Once the current state has been determined and agreed upon by relevant stakeholders, mapping the envisioned future state articulates the change initiative to everyone involved and may identify new stakeholders who need to be engaged. Implementation ventures typically involve multiple departments and services, including human resources, information technology, supply chain management, facilities operation, and clinical staff. Process mapping allows the site champion to ensure fidelity to essential elements of the evidence-based intervention while identifying potential adaptations to fit local needs. Finally, seeking input from frontline staff on the future state map communicates the importance of their roles and increases their ownership of the new process.

People (Stakeholder) Engagement

Just as identification of a local champion is the most critical aspect of pre-implementation, stakeholder engagement sits at the core of successful implementation. Ideally, the local champion will be a provider embedded in the clinical setting whose workflow will be directly affected by the proposed intervention. Early involvement of leadership and endorsement of the project as an organizational priority is another crucial element in the successful launch of a new initiative. Continuous involvement of stakeholders (including ancillary and support staff) and repeated tailoring of implementation strategies to new stakeholders throughout a project are also key factors in achieving sustained adoption of evidence-based practices.

Although the value of stakeholder engagement has been clearly demonstrated in the literature 12 , there is surprisingly little evidence to support best practices for the identification and alignment of stakeholders in a proposed initiative, or practical guides for how to gather their valuable input before and during the implementation process 3 . Frameworks such as the Consolidated Framework for Implementation Research 13 and the 7Ps 14 (Patients, Providers, Purchasers, Payers, Policymakers, Product Makers, and Principal Investigators) suggest stakeholder categories to consider at the outset of a project. Practically speaking, whoever is touched by the process map, its inputs or its outputs, is a stakeholder. If not invested in a project’s success, stakeholders can (consciously or unconsciously) introduce barriers that make it difficult to implement an intervention. Accordingly, we recommend an intuitive approach: (1) identify “who,” (2) determine “what” they must do for the project to be successful, and (3) articulate “why” or “how” this might align with their interests (Table ​ (Table1). 1 ). If a stakeholder is reluctant to embrace the new initiative, focus on how it might align with the interests of his or her supervisor.

Key Questions for People (Stakeholder) Engagement

Once active implementation is underway, stakeholder engagement takes on a more dynamic form. Repeatedly engaging frontline champions who are viewed as local thought leaders can generate urgency and encourage others to adopt the intervention 15 . Providing brief monthly updates refreshes stakeholders about the goals of the initiative, highlights the project’s importance amidst competing demands, and reminds them that their progress is being monitored. Whenever possible, cross-training individuals for different roles such as the implementer, evaluator, and team leader can help mitigate the substantial loss of momentum resulting from unanticipated personnel changes during the fragile early stages of implementation. Finally, celebrating victories both large and small boosts moral and ensures sustained engagement.

Problem Solving

While many useful frameworks, theories, and strategies are available to guide implementation, no playbook will ever anticipate all the challenges that can arise. Successful implementation relies on motivated people crafting innovative solutions 16 or workarounds to solve problems as they arise in real-time. When frontline staff are committed to an initiative, problems are recognized early and solutions are implemented quickly. Given the idiosyncrasies of local culture and customs, however, isolating a problem and identifying potential solutions often require iterative cycles of process mapping and new stakeholder engagement. Revisiting the existing process map can help localize the source, identify potential downstream consequences, and discover new processes to bypass barriers. Depending on how and why the problem is occurring, additional stakeholders and their interests may need to be considered and leveraged. Potential solutions can then be tested in small Plan-Do-Study-Act (PDSA) cycles 17 before further scale up and spread. Regularly scheduled meetings with the program evaluation team are important for communicating any delays or process changes that may affect data collection or analysis.

Case Example: Implementation of Home Sleep Apnea Testing

Over the past decade, the number of veterans referred for suspected sleep apnea has markedly increased resulting in limited access to timely sleep testing. By 2015, Sleep Medicine had become the second most backlogged clinical service in the VA nationally. One factor contributing to the backlog was the model for diagnosing sleep apnea. Historically, patients underwent overnight in-laboratory polysomnography (PSG), but space and insufficient staffing often limited the number of PSGs that could be performed. Home sleep apnea testing (HSAT) is an alternative method to PSG that was being promoted within VA as a best practice for diagnosing sleep apnea. Yet, as of 2016, few VA facilities offered HSAT. Faced with increasing demands for sleep services and finite resources, an initiative to integrate HSAT into standard practice was created. The San Francisco VA was one of 54 VA facilities involved in this initiative.

Process mapping of complex patient and provider workflows was critical in establishing how to transition from PSG to HSAT. A simplified pre- and post-implementation diagram (Fig.  2 ) was developed to begin communication with stakeholders. Process mapping itself is an iterative endeavor; input from dynamic groups of stakeholders helped refine and improve the workflow diagrams over time. Additional maps, which detailed specific operator swim lanes and identified ways to capture workload, were developed to align frontline staff and delineate individual responsibilities at specific nodes. For example, the use of the HSAT devices required process maps for purchasing, testing, storing, provisioning, tracking, returning, and cleaning the equipment. Scheduling grids had to be created and populated with appointments; referring providers and patients had to be educated about the new system. Sleep clinicians established processes for determining patient eligibility for HSAT and interpreting the sleep test recordings. Documentation of each step provided a useful template for implementation at subsequent deployment sites.

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Simplified process maps for implementation of Home Sleep Apnea Testing (HSAT). Transition from polysomnography (PSG) to HSAT eliminated the need for Veterans to spend a night in the hospital, increased capacity for sleep testing, and reduced the amount of time between referral and diagnosis of sleep apnea.

Several VA program offices provided resources and technical support for HSAT expansion and promoted the initiative as an organizational priority. This alignment of stakeholders at the outset allowed for expedited development of infrastructure. At the San Francisco VA, groups of local and regional stakeholders also played key roles including the (1) facility director and leadership team, (2) sleep clinicians, (3) respiratory therapists, (4) sleep technologists, (5) scheduling clerks, (6) human resource specialists, (7) procurement staff, (8) mailroom personnel, (9) biomedical engineers, (9) information technologists, and (11) patients. Engaging each of these groups required an understanding of local organizational structure and roles.

The local clinical champion started by arranging one-on-one meetings with each of the service chiefs or clinical leads responsible for organizational units that would be affected by the intervention. That service chief or clinical lead would then identify who in their organizational unit should be involved in subsequent meetings with the local champion. For example, planning meetings with procurement and mailroom staff were required to arrange purchasing, receiving, cataloging, and testing of the HSAT devices. Separate planning meetings with clinical staff were required for respiratory therapists and sleep technologists to learn how to mail HSAT devices to patients, educate patients on usage, upload study results, and clean recorders for reuse.

Several problems arose during HSAT implementation. Initially, negotiating contracts with HSAT vendors led to significant delays in equipment acquisition. After procurement, equipment had to be categorized and inventoried by local biomedical device offices. A new workflow had to be established for mailing HSAT devices to patients, enclosing postage-paid return packaging to ensure device retrieval and downloading and interpreting recordings. At each step, a new set of stakeholders were engaged, and new process mapping cycles were required to understand workflows and develop targeted solutions. As a result, the number of HSATs sharply increased between fiscal years 17 and 19, and the number of PSGs was reduced to zero (Fig.  3 ). A national contract for purchasing and distributing HSAT devices at the San Francisco VA was eventually established to streamline implementation and enhance further dissemination.

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Number of overnight sleep tests completed using home sleep apnea testing (HSAT) or polysomnography (PSG) during fiscal years 17, 18, and 19.

In summary, successful implementation relies on the following: (1) people (stakeholder) engagement, (2) process mapping, and (3) problem solving. It involves motivated individuals working together to engage stakeholders, understand workflow processes, and overcome barriers in the delivery of evidence-based care. These three strategies are straightforward, intuitive, and do not require extensive training in implementation science. We hope that frontline teams will be empowered to apply these tools to their daily practice and embrace continued efforts to improve the efficiency and effectiveness of Learning Healthcare Systems.

Dr. Lu is supported by the VA Quality Scholars Program funded through the VA Office of Academic Affiliations (Grant AF-3Q-09-2019-C), Department of Veterans Affairs, Veterans Health Administration. This work was funded by the VA Health Services Research & Development Quality Enhancement Research Initiative (QUERI) and by the VA Office of Rural Health.

Compliance with Ethical Standards

The authors declare that they do not have a conflict of interest.

Publisher’s Note

Springer Nature remains neutral with regard to jurisdictional claims in published maps and institutional affiliations.

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3.3: Creative Problem-Solving Process

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LEARNING OBJECTIVES

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

  • Describe the five steps in the creative problem-solving process
  • Identify and describe common creative problem-solving tools

Creativity can be an important trait of an entrepreneur. In that discussion, we learned about creativity’s role in innovation . Here, we will look in more depth at creativity’s role in problem-solving . Let’s first formally define creativity as the development of original ideas to solve an issue. The intent of being an entrepreneur is to break away from practical norms and use imagination to embrace quick and effective solutions to an existing problem, usually outside the corporate environment.

The Steps of the Creative Problem-Solving Process

Training oneself to think like an entrepreneur means learning the steps to evaluating a challenge: clarify, ideate, develop, implement, and evaluate (Figure 3.3.1).

6.2.1 10.05.35 PM.jpeg

Step 1: Clarify

To clarify is the critical step of recognizing the existence of a gap between the current state and a desired state. This can also be thought of as having need awareness , which occurs when the entrepreneur notes a gap between societal or customer needs and actual circumstances. Clarifying the problem by speaking with clients and developing a detailed description of the problem brings the specifics of a problem to light. Failure to identify the specifics of a problem leaves the entrepreneur with the impossible task of solving a ghost problem, a problem that is fully unknown or unseen. To establish and maintain credibility, an entrepreneur must clarify the problem by focusing on solving the problem itself, rather than solving a symptom of the problem.

For example, a farm could have polluted water, but it would not be enough to solve the problem only on that farm. Clarifying would involve identifying the source of the pollution to adequately tackle the problem. After gaining an understanding of a problem, the entrepreneur should begin to formulate plans for eliminating the gap. A fishbone diagram, as shown in Figure 3.3.2, is a tool that can be used to identify the causes of such a problem.

6.2.2.jpeg

In the case of our water pollution example, a fishbone diagram exploring the issue might reveal the items shown in Figure 3.3.3.

6.2.3.jpeg

Step 2: Ideate

To ideate is the step of the creative problem-solving process that involves generating and detailing ideas by the entrepreneur. After collecting all information relevant to the problem, the entrepreneur lists as many causes of the problem as possible. This is the step in which the largest variety of ideas are put forth. Each idea must be evaluated for feasibility and cost as a solution to the problem. If a farm does not have clean water, for example, the entrepreneur must list causes of toxic water and eliminate as many of those causes as possible. The entrepreneur must then move forward investigating solutions to bring the water back to a safe state. If, say, nearby livestock are polluting the water, the livestock should be isolated from the water source.

Step 3: Develop

To develop is the step in which the entrepreneur takes the list of ideas generated and tests each solution for feasibility. The entrepreneur must consider the cost of each idea and the obstacles to implementation. In the preceding example, adding a chemical to the water may not be a feasible solution to the farmer. Not every farmer wants additional chloride or fluoride added to the water due to the effect on both humans and livestock. These tradeoffs should be addressed in the feasibility assessment. The farmer might prefer a filtration system, but the cost of that solution might not be practicable. The entrepreneur should identify and assess alternative solutions to find one that is most cost-effective and feasible to the customer.

Step 4: Implement

To implement is the step in which the solution to the problem is tested and evaluated. The entrepreneur walks through the planned implementation with the client and tests each part of the solution, if a service, or thoroughly tests a developed good. The entrepreneur implements the solution and goes through a structured system of follow-up to ensure the solution remains effective and viable. In the water example, the solution would be reducing runoff from toxic insecticides by adding prairie strips, buffers of grass, and vegetation along banks of streams.

Step 5: Evaluate

To evaluate is the step in which the final solution is assessed. This is a very important step that entrepreneurs often overlook. Any fallacy in the implementation of the product or service is reassessed, and new solutions are implemented. A continual testing process may be needed to find the final solution. The prairie strips, buffers of grass, and vegetation along banks of streams chosen in the farming water example should then be analyzed and tested to ensure the chosen solution changed the content of the water.

ARE YOU READY?

Implementing Creative Problem Solving

Removing waste is a problem, and it can also present an entrepreneurial opportunity. Try to examine ways in which waste products that you usually pay to have hauled away can now generate revenue. Whether it’s recycling aluminum cans or cardboard, or garbage that could be used to feed animals, your task is to come up with solutions to this entrepreneurial-oriented problem.

  • Try following the first step of the creative problem-solving process and clearly identify the problem.
  • Next, gather data and formulate the challenge.
  • Then, explore ideas and come up with solutions.
  • Develop a plan of action.
  • Finally, note how you would evaluate the effectiveness of your solution.

Using Creativity to Solve Problems

Entrepreneurs are faced with solving many problems as they develop their ideas for filling gaps, whether those opportunities involve establishing a new company or starting a new enterprise within an existing company. Some of these problems include staffing, hiring and managing employees, handling legal compliance, funding, marketing, and paying taxes. Beyond the mundane activities listed, the entrepreneur, or the team that the entrepreneur puts in place, is indispensable in maintaining the ongoing creativity behind the product line or service offered. Innovation and creativity in the business are necessary to expand the product line or develop a groundbreaking service.

It is not necessary for the entrepreneur to feel isolated when it comes to finding creative solutions to a problem. There are societies, tools, and new methods available to spur the creativity of the entrepreneur that will further support the success and expansion of a new enterprise. 14 Learning and using entrepreneurial methods to solve problems alleviates the stress many startup owners feel. The entrepreneur’s creativity will increase using collaborative methodologies. Some entrepreneurial collaborative methodologies include crowdsourcing, brainstorming, storyboarding, conducting quick online surveys to test ideas and concepts, and team creativity activities.

Crowdsourcing

Professor Daren Brabham at the University of Southern California has written books on crowdsourcing and touts its potential in for-profit and not-for-profit business sectors. He defines it simply as “an online, distributed problem-solving and production model.” 15 Crowdsourcing involves teams of amateurs and nonexperts working together to form a solution to a problem. 16 The idea, as cbsnews.com’s Jennifer Alsever has put it, is to “tap into the collective intelligence of the public at large to complete business-related tasks that a company would normally either perform itself or outsource to a third-party provider. Yet free labor is only a narrow part of crowdsourcing's appeal. More importantly, it enables managers to expand the size of their talent pool while also gaining deeper insight into what customers really want. The challenge is to take a cautionary approach to the ‘wisdom of the crowd,’ which can lead to a ‘herd’ mentality.” 17

LINK TO LEARNING

Read this article that discusses what crowdsourcing is, how to use it, and its benefits for more information.

This new business prototype, similar to outsourcing, features an enterprise posting a problem online and asking for volunteers to consider the problem and propose solutions. Volunteers earn a reward, such as prize money, promotional materials like a T-shirt, royalties on creative outlets like photos or designs, and in some cases, compensation for their labor. Before proposing the solution, volunteers learn that the solutions become the intellectual property of the startup posting the problem. The solution is then mass-produced for profit by the startup that posted the problem. 18 The process evolves into the crowdsourcing process after the enterprise mass produces and profits from the labor of the volunteers and the team. Entrepreneurs should consider that untapped masses have solutions for many issues for which agendas do not yet exist. Crowdsourcing can exploit those agendas and add to the tools used to stimulate personal creativity. This type of innovation is planned and strategically implemented for profit.

For example, Bombardier held a crowdsourced innovation contest to solicit input on the future of train interiors, including seat design and coach class interior. A corporate jury judged the submissions, with the top ten receiving computers or cash prizes. Companies are often constrained, however, by internal rules limiting open source or external idea sourcing, as they could be accused of “stealing” an idea. While crowdsourcing outside of software can be problematic, some products such as MakerBot’s 3D printers, 3DR’s drones, and Jibo’s Social Robot have used developer kits and “makers” to help build a community and stimulate innovation from the outside.

WORK IT OUT

A Crowdsourced Potato Chip

In an effort to increase sales among millennials, PepsiCo turned to crowdsourcing to get new flavor ideas for their Lay’s potato chips (called Walker’s in the UK). Their 2012 campaign, “Do Us a Flavor,” was so successful that they received over 14 million submissions. The winner was Cheesy Garlic Bread, which increased their potato chip sales by 8 percent during the first three months after the launch.

  • What are some other products that would work well for a crowdsourced campaign contest?
  • What items wouldn’t work well?

Amazon’s Mechanical Turk is an online crowdsourcing platform that allows individuals to post tasks for workers to complete. In many instances, these tasks are compensated, but the payment can be less than one dollar per item completed. Mechanical Turk is one of the largest and most well-known crowdsourcing platforms, but there are a number of other more niche ones as well that would apply to smaller markets. In the case of innovation contests and outsourced tasks from corporations, those tasks may be hosted internally by the corporation.

Brainstorming

Brainstorming is the generation of ideas in an environment free of judgment or dissension with the goal of creating solutions. Brainstorming is meant to stimulate participants into thinking about problem-solving in a new way. Using a multifunctional group, meaning participants come from different departments and with different skill sets, gives entrepreneurs and support teams a genuine chance to suggest and actualize ideas. The group works together to refine and prototype potential solutions to a problem.

Brainstorming is a highly researched and often practiced technique for the development of innovative solutions. One of the more successful proponents of brainstorming is the United Nations Children’s Fund (UNICEF). UNICEF faces unique problems of solving resource problems for mothers and children in underdeveloped nations. See how UNICEF practices brainstorming to solve problems including child survival, gender inclusion, refugee crises, education, and others.

The setting for a brainstorming session should remain as informal and relaxed as possible. The group needs to avoid standard solutions. All ideas are welcome and listed and considered with no censorship and with no regard to administrative restrictions. All team members have an equal voice. The focus of brainstorming is on quantity of ideas rather than on the ideal solution provided in every suggestion. A classic entrepreneurial brainstorming activity, as popularized by business software developer Strategyzer, is known as the “silly cow” exercise. Teams come up with ideas for new business models pertaining to a cow, with the results often outrageous, ranging from sponsored cows to stroking cows for therapeutic release. Participants are asked to identify some aspect of a cow and develop three business models around that concept in a short time period, typically two minutes or fewer. The activity is designed to get creative juices flowing.

Watch this video from ABC’s Nightline that shows how IDEO designed a new shopping cart for an example of a design process that involves brainstorming.

Storyboarding

Storyboarding is the process of presenting an idea in a step-by-step graphic format, as Figure 3.3.4 shows. This tool is useful when the entrepreneur is attempting to visualize a solution to a problem. The steps to the solution of a problem are sketched and hung in graphic format. Once the original graphic is placed, images of steps working toward a solution are added, subtracted, and rearranged on a continual basis, until the ultimate solution emerges in the ultimate graphic format. For many years, entrepreneurs have used this process to create a pre-visual for various media sequences.

6.2.4.jpeg

Team Creativity

Team creativity is the process whereby an entrepreneur works with a team to create an unexpected solution for an issue or challenge. Teams progress through the same creative problem-solving process described already: clarify, ideate, develop, implement, and evaluate. The main advantage of team creativity is the collaboration and support members receive from one another. Great teams trust in other team members, have diverse members with diverse points of view, are cohesive, and have chemistry.

Team members should work in a stress-free and relaxing environment. Reinforcement and expansion of ideas in the team environment motivates the team to continually expand horizons toward problem solution. A small idea in a team may spark the imagination of a team member to an original idea. Mark Zuckerberg, co-founder of Facebook, once said, “The most important thing for you as an entrepreneur trying to build something is, you need to build a really good team. And that’s what I spend all my time on.” 19

ENTREPRENEUR IN ACTION

Taaluma Totes 20

Young entrepreneurs Jack DuFour and Alley Heffern began to notice the beautiful fabrics that came from the different countries they visited. The entrepreneurs thought about what could be done with the fabrics to create employment opportunities both in the country from which the fabric originated and in their home base of Virginia. They decided to test producing totes from the fabrics they found and formed Taaluma Totes (Figure 3.3.5). DuFour and Heffern also wanted to promote the production of these fabrics and help underserved populations in countries where the fabric originated maintain a living or follow a dream.

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The team continued to test the process and gathered original fabrics, which they sent to Virginia to create totes. They trained individuals with disabilities in Virginia to manufacture the totes, thus serving populations in the United States. The entrepreneurs then decided to take 20 percent of their profits and make microloans to farmers and small business owners in the countries where the fabric originated to create jobs there. Microloans are small loans, below $50,000, which certain lenders offer to enterprising startups. These startups, for various reasons (they are in poor nations, at the poverty level), can’t afford a traditional loan from a major bank. The lenders offer business support to the borrower, which in turn helps the borrower repay the microloan. The microloans from Taaluma are repaid when the borrower is able. Repayments are used to buy more fabric, completing Taaluma’s desire to serve dual populations. If the process proved unsuccessful, the co-owners would revise the process to meet the plan’s requirements.

DuFour and Heffern now have fabrics from dozens of countries from Thailand to Ecuador. The totes are specialized with features to meet individual needs. The product line is innovated regularly and Taaluma Totes serves a dual purpose of employing persons with disabilities in Virginia and creating employment for underserved populations in other countries.

Unlocking the Secrets of Problem-Solving: The 8-Step Path to Success

Problem-solving is an essential skill that enables us to navigate through the challenges that life throws at us. When faced with problems, we often feel overwhelmed and struggle to find effective solutions. But what if there was a step-by-step guide that could help us overcome these obstacles with ease?

Today, we will discuss an 8-step problem-solving process, as illustrated in the image from the Lean Enterprise Academy. This image provides a comprehensive framework for approaching problems systematically and structured, ensuring success in tackling even the most complex issues.

Step 1: Clarify the Problem

The first step in problem-solving is to clarify the problem. It involves identifying the issue, understanding its scope, and defining the problem statement. This step sets the foundation for the entire process, ensuring that everyone involved clearly understands the problem.

Step 2: Break Down the Problem

Once the problem has been clarified, it’s time to break it into smaller, more manageable components. By analyzing the problem and understanding its root causes, you can develop a deeper understanding of the issue and generate insights to guide the next steps.

Step 3: Set a Target

Setting a target involves establishing a clear, achievable goal for solving the problem. This step helps to provide direction, motivate the team, and create a benchmark for measuring progress.

Step 4: Analyze the Root Cause

Now that you understand the problem and its components, it’s time to analyze the root cause. By identifying the underlying factors contributing to the problem, you can address them directly and develop a more effective solution.

Step 5: Develop Countermeasures

With the root cause analysis complete, it’s time to develop countermeasures that address the identified issues. These countermeasures should be based on the insights gained during the analysis and tailored to effectively address the problem at hand.

Step 6: See Countermeasures Through

Once the countermeasures have been developed, it’s time to implement them. This step involves implementing the proposed solutions and closely monitoring their progress to ensure they are effectively addressing the problem.

Step 7: Monitor Results and Process

After implementing the countermeasures, monitoring the results and evaluating their effectiveness is crucial. By collecting data and analyzing the impact of your solutions, you can determine whether the problem has been resolved or if further action is needed.

Step 8: Standardize and Share Success

Once the problem has been successfully addressed, it’s essential to standardize the processes and solutions that led to success. This step ensures that the lessons learned are applied to future problem-solving efforts and that successful methods are shared with others who may face similar challenges.

An 8-step problem-solving process is a powerful tool for overcoming daily challenges. By following these steps, you can tackle problems more effectively and build a culture of continuous improvement and learning within your organization. Start applying this process today and unlock the secrets of problem-solving success.

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Problem-Solving Process: Key Stages and Effective Strategies

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In an increasingly complex and fast-paced world, the ability to navigate challenges and provide resolutions is not just advantageous but essential. Problem-solving is an imperative skill set that underscores every dimension of human activity, from the personal to the professional, and spans across the varied fabric of societal functioning. Coupled with the rise in the availability and access to online certificate programs, individuals are finding robust avenues for skill enhancement.

This blog post seeks to dissect the process of problem-solving, elucidating its key stages, effective strategies, and their real-life applications. We'll traverse from the theoretical basics to pragmatic examples, providing a comprehensive insight into this critical competency.

The Necessity of Problem-Solving Skills

The role of problem-solving skills in life.

In one's personal life, the challenges may range from minor daily decisions to major life transitions. Problem-solving skills provide a framework to approach these issues in a structured and efficient manner, reducing stress and enhancing decision-making quality. In the professional realm, an individual's capability to resolve conflicts, overcome obstacles, and innovate directly impacts their career trajectory.

Today, employers are not just seeking individuals with technical expertise, but also those who demonstrate adept problem-solving abilities.

The role of problem-solving skills in modern society

On a broader scale, problem-solving drives advancement within various sectors and industries. It is the bedrock of innovation and adaptation, essential for businesses to stay competitive and for industries to evolve with changing consumer demands and technological advancements.

When considering global issues like climate change, economic crises, or public health, problem-solving skills are paramount in formulating coherent strategies that address complex and multifaceted problems. It underlines the collective effort required to construct sustainable and equitable solutions.

The Problem-Solving Process

Identifying the problem.

A problem well stated is a problem half solved. The first step in any problem solving course of action is the accurate identification of the problem itself. This involves sifting through symptoms to uncover the underlying issues. Making a mistake at this stage can lead to ineffective solutions or exacerbation of the problem. It requires a keen sense of observation and the ability to ask probing questions.

Analyzing the Problem

Once identified, a methodical analysis of the problem is essential. This involves breaking down the issue into smaller, more manageable parts and understanding the dynamics at play. It might include gathering data, considering possible causal relationships, and prioritizing contributing factors. This stage benefits from tools and methods such as SWOT analysis, fishbone diagrams, and the 5 Whys technique, which facilitate a deeper understanding of the issues.

Developing Potential Solutions

Critical to the process is the generation of a range of potential solutions. This demands out-of-the-box thinking and a willingness to consider all possibilities, regardless of their initial plausibility. It involves brainstorming sessions, leveraging the creativity and the collective intelligence of a group, and the recognition that often the best solutions are found through a process of iteration and modification of initial ideas.

Implementing and Reviewing the Solution

Choosing the best solution requires careful consideration of the pros and cons of each possibility, and often involves making a compromise between ideal and practical solutions. Implementation needs detailed planning and management to ensure the solution is applied effectively. Afterward, it’s imperative to review the solution’s impact and refine the approach as necessary, learning and adapting from the results to improve both the solution and the problem-solving process itself.

Real-Life Application of the Problem-Solving Process

Case study: problem-solving in organizations.

An interactive approach can illustrate the problem-solving process within organizational settings. For instance, a company facing declining sales may begin by identifying whether the problem is with the product, market conditions, or sales strategy.

Once pin-pointed, an analysis might reveal that competitor strategies are cutting into market share, leading the organization to develop a variety of responses, ranging from product development to marketing innovation. Implementation could then take the shape of a new campaign, whose efficacy would need review post-execution to measure success and further refine the strategy.

Case Study: Problem-Solving in Personal Life

On the personal front, consider the scenario of a family deciding to buy their first home. Identifying involves determining what is needed versus wanted in a property, and analyzing may involve researching the local market, budgeting, and understanding the implications of a long-term loan. Developing strategies might include exploring various neighborhoods, property types, and financing options.

The final choice and purchase, followed by a retrospective reflection on the decision and preparations for potential future market changes, culminate the process.

In summary, we've traversed the landscape of the problem-solving process, from identifying to analyzing, developing, and implementing solutions. Each stage is critical in contributing to a systematic and effective management of the problems encountered in various aspects of life.

The continuous enhancement of problem-solving skills, through practical engagement or structured initiatives such as online certificate programs , equips individuals with the tools necessary to tackle challenges and seize opportunities. The dialogue on problem solving is never truly complete; hence, we invite readers to share their insights, experiences, and reflections on the multifaceted sphere of problem-solving.

What are the main stages in a problem-solving process?

Understanding the problem-solving process.

Effective problem solving begins with identification . Individuals must precisely recognize the issue. Accuracy in defining the problem sets the right direction. Clarity is crucial to avoid ambiguity. This stage requires careful thought and analysis.

Generating Alternative Solutions

Once identified, brainstorming commences. It involves thinking broadly and freely. Creativity is key here. Participants should generate multiple potential solutions. Quantity trumps quality in this stage. Diverse perspectives enrich the pool of solutions.

Evaluating and Selecting Alternatives

Subsequently, analysis of the alternatives occurs. One must assess the feasibility of each solution. Criteria for evaluation include cost, time, and resources. This requires critical thinking skills. The goal is to narrow down to optimal solutions. Those with the highest success potential move forward.

Implementing the Solution

After selection, implementation begins. This step turns solutions into action. Adequate resources and proper guidance are necessary. Alignment with the overarching strategy is vital. Monitoring progress is crucial during this phase.

Monitoring and Reviewing

The final stage involves assessment. It determines the effectiveness of the solution. Feedback mechanisms should be in place. Learnings from this stage inform future problem-solving efforts. Continuous improvement becomes possible through regular monitoring.

Reflecting on the process is invaluable. It ensures that the approach to solving problems evolves. Growth in problem-solving capabilities marks progress.

How do different problem-solving strategies influence the outcome of this process?

Assessing problem-solving strategies.

Researchers have long studied problem-solving strategies. These strategies critically shape outcomes. Strategies vary widely in their approaches. Each approach offers distinct advantages and disadvantages. They influence how individuals and groups tackle problems.

Types of Strategies

Common problem-solving strategies include algorithms, heuristics, trial and error, and insight. Algorithms involve step-by-step procedures. They guarantee a solution. Heuristics are rule-of-thumb strategies. They simplify complex problems. Trial and error involves attempting multiple solutions. Insight refers to the sudden realization of a problem's solution.

Impact on Outcome

Each strategy impacts the outcome differently. An algorithmic approach ensures accuracy. Yet, it may become time-consuming. Heuristics provide quicker solutions. But they risk inaccuracies. Trial and error may lead to unexpected solutions. Yet, it often requires significant effort. Insight leads to rapid solutions. However, it can't be forced.

Considerations

Selecting a strategy depends on the problem's nature. It also depends on the desired speed of resolution. Moreover, the available resources play a role. Personal experience and cognitive style also influence strategy choice.

Strategy Effectiveness

Effectiveness depends on context. Algorithms suit well-defined problems. Heuristics work well for complex, real-world issues. When solutions are not apparent, trial and error helps. For complex problems that suddenly become clear, insight is key.

Adaptation and Flexibility

One must adapt strategies as needed. Flexibility enhances problem-solving efficiency. This involves recognizing when a strategy fails. It also requires shifting to another method swiftly.

Different strategies lead to different outcomes. Wise strategy selection is crucial. It requires understanding the problem and context. Flexibility and adaptability ensure efficient problem-solving. Each strategy has its place in the problem solver's toolkit.

Could you provide some examples of effective strategies used in the problem-solving process?

Effective problem-solving strategies.

Understanding problem-solving strategies is crucial. Scholars often debate their complexity. Effective techniques vary across disciplines. However, common strategies emerge for their utility. We will explore some notable ones.

Define the Problem Clearly

Clarity is key. Begin with a precise problem statement. This shapes the entire process. It narrows focus efficiently. Misunderstanding the problem wastes resources. Therefore, invest time here.

Simplify Components

Break down complex problems. Isolate simpler sub-problems. This makes challenges more manageable. It leads to incremental progress. Small victories maintain momentum.

Gather Quality Data

Data informs decisions. Prioritize relevant, accurate information gathering. Poor data leads to faulty solutions. Therefore, verify data sources rigorously.

Generate Multiple Solutions

Creativity expands options. List all possible solutions initially. Avoid premature judgment. Diverse perspectives enrich this phase. Brainstorming sessions prove beneficial here.

Evaluate Solutions Critically

Review potential solutions critically. Weigh pros and cons carefully. Short-term and long-term impacts matter. Consider resources, risks, and limitations. Decision matrices help organize this step.

Execute with a Plan

Solid plans guide action. Detail steps. Define timelines. Assign responsibilities. Execution without planning breeds chaos. Conversely, good plans facilitate smooth implementation.

Monitor and Adapt

Feedback loops are essential. They offer real-time insight. Monitor outcomes against expectations. Adapt plans when necessary. This ensures alignment with goals.

Review Outcomes

Assessment follows execution. Did the solution work? Understanding outcomes enables learning. It informs future problem-solving efforts. Sometimes, it even redefines the problem.

These strategies, when applied rigorously, can significantly enhance problem-solving efforts. They require discipline and a willingness to adapt. Nevertheless, they are universally applicable and function as a strong foundation for effective decision-making and problem-solving across various contexts.

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He is a content producer who specializes in blog content. He has a master's degree in business administration and he lives in the Netherlands.

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Learn how to develop a positive attitude to problem solving and gain the skills to tackle any challenge. Discover the power of a positive mindset and how it can help you succeed.

A Positive Attitude for Problem Solving Skills

Unlock your problem solving skills and learn where problems come from. Discover the root causes of issues and how to develop strategies to tackle them.

Unlocking Problem Solving Skills: Where Do Problems Come From?

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7 Problem Solving Skills You Need to Succeed

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></center></p><h2>17 Smart Problem-Solving Strategies: Master Complex Problems</h2><ul><li>March 3, 2024</li><li>Productivity</li><li>25 min read</li></ul><p><center><img style=

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

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

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

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

Key Takeaways:

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

What Is Problem-Solving?

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

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

The ultimate goal is to implement the chosen solution successfully.

What Are Problem-Solving Strategies?

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

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

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

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

Why Is It Important To Know Different Problem-Solving Strategies

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

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

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

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

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

17 Effective Problem-Solving Strategies

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

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

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

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

1. Use a Past Solution That Worked

Use a Past Solution That Worked

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

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

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

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

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

2. Brainstorm Solutions

Brainstorm Solutions

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

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

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

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

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

3. Work Backward from the Solution

Work Backward from the Solution

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

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

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

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

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

4. Use the Kipling Method

Use the Kipling Method

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

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

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

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

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

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

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

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

Try Different Solutions Until One Works (Trial and Error)

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

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

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

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

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

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

6. Use Proven Formulas or Frameworks (Heuristics)

Use Proven Formulas or Frameworks (Heuristics)

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

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

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

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

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

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

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7. Trust Your Instincts (Insight Problem-Solving)

Trust Your Instincts (Insight Problem-Solving)

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

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

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

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

8. Reverse Engineer the Problem

Reverse Engineer the Problem

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

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

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

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

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

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

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

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

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

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

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

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

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

Ask "Why" Five Times to Identify the Root Cause (The 5 Whys)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

12. Compare Current vs Expected Performance (Gap Analysis)

Compare Current vs Expected Performance (Gap Analysis)

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

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

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

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

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

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

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

13. Observe Processes from the Frontline (Gemba Walk)

Observe Processes from the Frontline (Gemba Walk)

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

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

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

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

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

Analyze Competitive Forces (Porter’s Five Forces)

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

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

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

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

15. Think from Different Perspectives (Six Thinking Hats)

Think from Different Perspectives (Six Thinking Hats)

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

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

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

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

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

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

16. Visualize the Problem (Draw it Out)

Visualize the Problem (Draw it Out)

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

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

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

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

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

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

Follow a Step-by-Step Procedure (Algorithms)

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

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

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

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

The Problem-Solving Process

The Problem-Solving Process

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

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

Step 1: Identify the Problem

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

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

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

Step 2: Break Down the Problem

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

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

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

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

Step 3: Come up with potential solutions

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

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

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

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

Step 4: Analyze the possible solutions

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

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

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

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

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

Step 5: Implement and Monitor the Solutions

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

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

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

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

Why This Process is Important

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

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

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

Key Skills for Efficient Problem Solving

Key Skills for Efficient Problem Solving

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

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

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

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

Critical Thinking and Analytical Skills

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

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

Communication Skills

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

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

Decision-Making

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

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

Planning and Prioritization

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

Emotional Intelligence

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

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

Time Management

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

Data Analysis

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

Research Skills

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

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

How to Improve Your Problem-Solving Skills?

How to Improve Your Problem-Solving Skills

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

Learning from Experts

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

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

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

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

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

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

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

Openness to Feedback

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

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

Learning New Approaches and Methodologies

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

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

Experimentation

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

Analyzing Competitors’ Success

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

Challenges in Problem-Solving

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

Fear of Failure

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

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

Lack of Information

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

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

Fixed Mindset

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

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

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

Jumping to Conclusions

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

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

Feeling Overwhelmed

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

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

Confirmation Bias

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

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

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

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

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

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

What are the most common problem-solving techniques?

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

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

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

How can I improve my problem-solving skills?

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

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

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

What are some common mistakes people make when solving problems?

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

Final Words

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

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Open Innovation: Academic and Practical Perspectives on the Journey from Idea to Market

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Open Innovation: Academic and Practical Perspectives on the Journey from Idea to Market

4 Applying the Creative Problem Solving Process to Open Innovation

  • Published: June 2016
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Group idea generation is a notoriously difficult process to carry out successfully. Creative problem solving is a proven model for driving innovation when implemented as an organization-wide business process. Organizations with a culture of continuous problem finding, problem solving, and implementation—along with requisite attitudinal, behavioral, and cognitive skills—have the greatest long-term innovation success. This chapter examines a framework that was implemented successfully at Procter & Gamble. It examines tools and methods for defining problems, finding solutions, and creating plans to execute those solutions. The chapter pays careful attention to methods for developing a range of potential solutions at each stage of the idea-generation process as well as methods for allowing groups to converge on a solution.

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  • Guide: A3 Problem Solving

Daniel Croft

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

  • Last Updated: June 13, 2023
  • Learn Lean Sigma

Problem-solving is one of the key tools a successful business needs to structure improvements and one I have been using to solve problems in a structured way in my career at a range of businesses over the years. When there is a problem in business that is leading to increased costs, waste , quality issues, etc., it is necessary to address these problems. A3 structured problem solving is a Lean Six Sigma methodology that has been designed and developed to support continuous improvement and solve complex business problems in a logical and structured process. 

The guide will give you a full understanding of what A3 Problem solving is and a breakdown of all the steps of how to apply it within your business with an example of where I have made improvements with it previously.

Table of Contents

Importance of a3 in lean management.

The A3 problem-solving method is a key tool in Lean Six Sigma and continuous improvement in business, and in my experience, it is often the standard approach all improvement activities must follow and is particularly popular in the automotive industry. This is because of the following:

Focus on Root Causes : Rather than applying a quick fix to a problem or jumping to conclusions and solutionizing, A3 requires gaining a deep understanding of the root causes of the problem. By addressing these root causes, the chances of recurrence is reduced.

Standardization : With a consistent format, the A3 process ensures that problems are approached in a standardized way, regardless of the team or department. This standardization creates a common language and understanding across the organization and ensures all problems are addressed to the same standard and approach.

Team Involvement : An A3 isn’t an individual process. It requires a cross-functional team to work together on problem-solving, ensuring that a range of perspectives and expertise is considered. This collective approach builds a stronger understanding of the problem and ensures that solutions are well-rounded and robust.

Visual Storytelling : The A3 report serves as a visual storyboard, making it easier for stakeholders at all levels to understand the problem, the analysis, and the countermeasures. This visualization enhances communication and drives alignment.

The 6 Steps of A3 Problem Solving (With Real Example)

The A3 problem-solving process can initially seem difficult if you have never done one before and particularly if you have never been a team member in one. To help you with this we will break down the 6 steps into manageable activities, followed by a real-life example to help you apply this method within your business.

As a side note, the A3 problem-solving process was actually one of the first Lean Six Sigma tools I learned to use three weeks into my continuous improvement career after being thrown into the deep end due to resource availability, so I can understand how difficult it can be to understand. 

Step 1: Describe the problem

Problem description.

The problem description is an important first step in the process as it ensures a common understanding with the team of what the issue is that needs to be addressed. This can be done by using a technique called the 5W1H Is/Is Not method to help gain a clear understanding of the problem. 

To understand the 5W1H Is/Is Not the Process, check out our guide for details of that technique. However, in short, it’s about asking key questions about the problem, for example, “What IS the problem?” and “What IS NOT the problem?”

Let’s say you have been asked to look into a problem where “Machine downtime on the automotive assembly line has increased by 30% over the past three months, leading to production delays and increased costs.”

An example of a 5W1H Is/Is Not on this may result in the following output:

 Based on this we can create a clear problem description as the focus of the project that give the team a clear and common understanding of the issue looking to be resolved in the next steps of the process. The problem description could then be written as:

“Over the past three months, machine downtime on Automotive Assembly Line No.3 has increased by 30%. This has predominantly affected the assembly line workers and leads, leading to production delays and higher labour costs. “

Current Condition

Next is demonstrating the current condition and demonstrating the impact on the business. This can often be done with data and charts to back up the problem that might show trends or changes in outputs.

This might look something like the below and demonstrate a good baseline for confirming the improvement at the end of the A3

Containment Actions

Next is containment actions. Since you have identified a problem, there is likely an impact on the business or the customer. As a team, you should consider what can be done to limit or eliminate this problem in the short term. Remember this is just a containment action and should not be seen as a long-term fix. 

In our situation we decided to “Implement temporary overtime shifts to meet production goals, leading to an increase in labor costs.”

At this stage, the A3 should look similar to the one below; you can use charts and graphics to represent the current state as well if they fit within the limit area. Remember, we must include the content of the A3 within the 1-page A3 Document.

Step 2: Set the A3 Goals

The next step of the A3 is to, as a team, set the goal for the project. As we have a clear understanding of the current condition of the problem, we can use that as our baseline for improvement and set a realistic target for improvement. 

A suggested method for setting the Target condition would be to use the SMART Target method.

If you are not familiar with SMART Targets , read our guide; it will cover the topic in much more detail. In short, a SMART target creates a goal statement that is specific, measurable, achievable, relevant and time-bound. 

By doing this you make it very clear what the goal of the project is, how it will be measured, it is something that can be achieved, relevant to the needs of the business and has a deadline for when results need to be seen.

For our A3 we decided that the goal would be “Our goal is to achieve at least a 20% reduction in machine downtime on Automotive Assembly Line No.3, lowering it from 90 minutes to no more than 72 minutes per day per machine, within the next 60 days. This reduction is crucial for increasing productivity and reducing labour costs, aligning with our overall business objectives.”

I also recommend using charts in this section to visualize the benefit or improvement to ensure you have stakeholder and sponsor support. Visuals are much easier and faster for people to understand.

At this point, your A3 might look something like the one below, with the first 1/4 or section complete. The next step is to move on to the root cause analysis to get to the root of the problem and ensure the improvement does not focus on addressing the symptoms of the problem.

Step 3: Root Cause Analysis

Root cause analysis is the next step in the process, often referred to as gap analysis, as this step focuses on how to get to the goal condition from the current condition.

Tip: If at this point you find the team going off-topic and focusing on other issues, Ask the question, “Is this preventing us from hitting our goal statement?”  I have found this very useful for keeping on track in my time as an A3 facilitator.

For root cause analysis, a couple of key tools are usually used: a fishbone diagram and a five-why Analysis . Again, we won’t go into the full details of these tools within this guide, as they have been covered in extensive detail in their own guides.

But the aim at this point is as a team, to brainstorm what is preventing us from achieving our target condition. This is done by allowing all members of the team to input the reasons they think it is not being achieved. These inputs are often written on sticky notes and placed on the fishbone diagram. Following this, you may have results similar to the ones below.  Note: it is important that the inputs are specific so they can be understood. e.g. “Calibration” alone is not specific to how it’s causing the problem; specify it with “Calibration: Inaccurate measurements affecting machine settings.”

After the fishbone diagram has been populated and the team has exhausted all ideas, the team should then vote on the most likely cause to explore with a 5 Whys analysis. This is done because, due to resource limitations, it is unlikely all of the suggestions can be explored and actioned.

In this situation the team decided the “lack of preventative machines: machines not being serviced regularly” was the cause of increased downtime. This was explored with the 5 Whys to get to the root cause of why Assembly Line 3 did not have preventative maintenance implemented.

The result of this root cause analysis can be seen below, and you may end up with more ideas on the fishbone, as generally there are a lot of ideas generated by a diverse team during brainstorming.

Step 4: Solutions and Corrective Actions

Now that we understand what the root cause of the problem is, we need to address it with solutions and corrective actions. Again, as a team, consider the root cause of the problem and discuss what actions need to be taken by the team, who will do them, and when they will be done. The result should be an action plan, for example, like the one below:

This action plan needs to be carried out and implemented.

The result of this section will likely just be an action list and look like the below section.

Step 5: Validate Solution and Standardize

Within step 5 it is time to collect data to validate and confirm the actions that have been implemented resulting in solving the problem and meeting the target state of the problem. This is done by continuing to collect data that demonstrates the problem in the baseline to see if the problem is being reduced.

For example, below, the project team continued to collect Assembly Line 3 downtime data on a weekly basis. Initially, there was a steady reduction, likely due to the focus of the project on the problem, which had some impact. However, once the majority of the action was implemented, a huge drop in product downtime was seen, exceeding the target. This showed the actions have been successful

If, in the validation stage, you find that the improvement required is not being made, you should go back to step 3 and reconsider the root cause analysis with the team, pick another area to focus on, and create an action plan for that following the same steps.

Step 6: Preventive Actions and Lessons Learned

In step 6 after the confirmation of project success you should look at preventive actions and lessons learned to be shared from this project:

  • Preventive Action: The new preventive maintenance schedule will be standardized across all assembly lines. This will prevent other lines having similar issues and make further improvements
  • Lessons Learned: A formal review will be conducted to document the process, including challenges faced and how they were overcome, which will then be archived for future reference.

In our project, this looked like the one below and will be used as a reference point in the future for similar issues. 

And that is the successful completion of a structured A3 problem-solving technique.

The complete A3 looks like the below image. Yours may slightly differ as the problem and information vary between projects.

Downloadable A3 Reporting Template

To support you with your A3 problem solving, you can download our free A3 problem solving report from the template section of the website.

Problem-solving is important in businesses, specifically when faced with increased costs or quality issues. A3 Structured Problem Solving, rooted in Lean Six Sigma, addresses complex business challenges systematically.

Originally from Toyota’s lean methodology, A3, named after the 11″x17″ paper size, visually maps problem-solving processes. This method ensures concise communication and focuses on crucial details, as illustrated by the provided example.

Emphasized in Lean Management, A3 stresses understanding root causes, standardization across teams, team collaboration, and visual representation for clarity. This tool is not only a guide to understanding the issue but is a standardized format ensuring robust solutions. Particularly for novices, breaking down its six steps, from problem description to setting A3 goals and root cause analysis, provides clarity. Visual aids further enhance comprehension and alignment across stakeholders.

  • Sobek II, D.K. and Jimmerson, C., 2004. A3 reports: tool for process improvement. In  IIE Annual Conference. Proceedings  (p. 1). Institute of Industrial and Systems Engineers (IISE).
  • Matthews, D.D., 2018.  The A3 workbook: unlock your problem-solving mind . CRC Press.

Q: What is A3 problem solving?

A: A3 problem solving is a structured approach used to tackle complex problems and find effective solutions. It gets its name from the A3-sized paper that is typically used to document the problem-solving process.

Q: What are the key benefits of using A3 problem solving?

A: A3 problem solving provides several benefits, including improved communication, enhanced teamwork, better problem understanding, increased problem-solving effectiveness, and the development of a culture of continuous improvement.

Q: How does A3 problem solving differ from other problem-solving methods?

A: A3 problem solving emphasizes a systematic and structured approach, focusing on problem understanding, root cause analysis, and the development and implementation of countermeasures. It promotes a holistic view of the problem and encourages collaboration and learning throughout the process.

Q: What are the main steps in the A3 problem-solving process?

A: The A3 problem-solving process typically involves the following steps: problem identification and description, current condition analysis, goal setting, root cause analysis, countermeasure development, implementation planning, action plan execution, and follow-up and evaluation.

Q: What is the purpose of the problem identification and description step?

A: The problem identification and description step is crucial for clarifying the problem, its impact, and the desired outcome. It helps establish a common understanding among the team members and ensures everyone is working towards the same goal.

Daniel Croft is a seasoned continuous improvement manager with a Black Belt in Lean Six Sigma. With over 10 years of real-world application experience across diverse sectors, Daniel has a passion for optimizing processes and fostering a culture of efficiency. He's not just a practitioner but also an avid learner, constantly seeking to expand his knowledge. Outside of his professional life, Daniel has a keen Investing, statistics and knowledge-sharing, which led him to create the website learnleansigma.com, a platform dedicated to Lean Six Sigma and process improvement insights.

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IMAGES

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  6. 10 step problem solving process

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COMMENTS

  1. Practical Problem Solving

    Practical Problem Solving is both a process and a skill that you develop over time to solve problems quickly and achieve goals. This process provides teams with a framework for solving problems, allowing them to quickly define, diagnose, and resolve issues. Additionally, because this process involves root cause analysis, follow-up, and ...

  2. Eight Steps To Practical Problem Solving

    Implement Countermeasures. Monitor Results and Process. Standardize and Share Success. The eight steps to practical problem solving also include the Plan, Do, Check and Act (PDCA) cycle. Steps one through five are the planning process. The doing is found in step six. Step seven is the checking . Step eight involves acting out the results of the ...

  3. Toyota Practical Problem Solving (PPS)—Introduction

    Toyota practical problem solving consists of the steps as listed below. Note that sometimes you have a step more if you decide to split a step into two. Clarify the Problem. Break Down the Problem. Set a Target. Root-Cause Analysis. Develop Countermeasures and Implement. Monitor Process and Results.

  4. 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.

  5. The Simplex Process

    The Simplex Process was created by management and creativity specialist Min Basadur, and was popularized in his 1995 book, " The Power of Innovation ." The process is made up of eight steps, grouped into three stages: Problem Formulation, Solution Formulation and Solution Implementation. It is a versatile tool that can be used in organizations ...

  6. The Ultimate Problem-Solving Process Guide: 31 Steps and Resources

    Then this method delves into the following stages: Discovery (fact-finding) Dream (visioning the future) Design (strategic purpose) Destiny (continuous improvement) 3. "FIVE WHYS" METHOD. This method simply suggests that we ask "Why" at least five times during our review of the problem and in search of a fix.

  7. 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.

  8. How to master the seven-step problem- solving process

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

  9. Guide: Problem Solving

    This is the foundational step in the problem-solving process. It involves recognizing that an issue exists and merits attention. ... In conclusion, problem-solving is an indispensable skill set that blends analytical thinking, creativity, and practical implementation. It's a journey from understanding the problem to applying a solution and ...

  10. The Problem-Solving Process

    The Problem-Solving Process. Problem-solving is an important part of planning and decision-making. The process has much in common with the decision-making process, and in the case of complex decisions, can form part of the process itself. We face and solve problems every day, in a variety of guises and of differing complexity.

  11. A guide to problem-solving techniques, steps, and skills

    The 7 steps to problem-solving. When it comes to problem-solving there are seven key steps that you should follow: define the problem, disaggregate, prioritize problem branches, create an analysis plan, conduct analysis, synthesis, and communication. 1. Define the problem. Problem-solving begins with a clear understanding of the issue at hand.

  12. Problem Solving Process: The Ultimate Guide

    Understand the problem. The next problem solving method is to define the problem you are facing. The issue could be more profound than you think, and that is why you need to be intentional about diagnosing the root cause of the problem. This is the only way to solve the issue, because you can't solve what you cannot diagnose.

  13. A Step-by-Step Guide to A3 Problem Solving Methodology

    The implementation process entails putting the solutions developed in the previous step into action. This could include changes to processes, procedures, and systems, as well as employee training and education. ... The A3 Problem Solving process's five steps - Define the Problem, Gather Data, Identify Root Causes, Develop Solutions, and ...

  14. 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 ...

  15. Implementation Strategies for Frontline Healthcare Professionals

    For the practicing healthcare professional, we propose a simple and practical approach to on-the-ground implementation that involves three essential strategies (people engagement, process mapping, and problem solving) with continuously iterative cycles across these elements during the lifespan of a project. In our experience with national ...

  16. 3.3: Creative Problem-Solving Process

    The Steps of the Creative Problem-Solving Process. Training oneself to think like an entrepreneur means learning the steps to evaluating a challenge: clarify, ideate, develop, implement, and evaluate (Figure 3.3.1). Figure 3.3.1 3.3. 1: The process of creativity is not random; it is a specific and logical process that includes evaluation.

  17. Unlocking the Secrets of Problem-Solving: The 8-Step Path to Success

    An 8-step problem-solving process is a powerful tool for overcoming daily challenges. By following these steps, you can tackle problems more effectively and build a culture of continuous improvement and learning within your organization. Start applying this process today and unlock the secrets of problem-solving success.

  18. Problem-Solving Process: Key Stages and Effective Strategies

    A problem well stated is a problem half solved. The first step in any problem solving course of action is the accurate identification of the problem itself. This involves sifting through symptoms to uncover the underlying issues. ... and often involves making a compromise between ideal and practical solutions. Implementation needs detailed ...

  19. 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.

  20. 17 Smart Problem-Solving Strategies: Master Complex Problems

    Step 1: Identify the Problem. The problem-solving process starts with identifying the problem. This step involves understanding the issue's nature, its scope, and its impact. Once the problem is clearly defined, it sets the foundation for finding effective solutions.

  21. Applying the Creative Problem Solving Process to Open Innovation

    Creative problem solving is a proven model for driving innovation when implemented as an organization-wide business process. Organizations with a culture of continuous problem finding, problem solving, and implementation—along with requisite attitudinal, behavioral, and cognitive skills—have the greatest long-term innovation success.

  22. Guide: A3 Problem Solving

    A3 structured problem solving is a Lean Six Sigma methodology that has been designed and developed to support continuous improvement and solve complex business problems in a logical and structured process. The guide will give you a full understanding of what A3 Problem solving is and a breakdown of all the steps of how to apply it within your ...

  23. 5 Steps (And 4 Techniques) for Effective Problem Solving

    4. Implement the Solution. At this stage of problem solving, be prepared for feedback, and plan for this. When you roll out the solution, request feedback on the success of the change made. 5. Review, Iterate, and Improve. Making a change shouldn't be a one time action.