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Problem Solving in Mathematics

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The main reason for learning about math is to become a better problem solver in all aspects of life. Many problems are multistep and require some type of systematic approach. There are a couple of things you need to do when solving problems. Ask yourself exactly what type of information is being asked for: Is it one of addition, subtraction, multiplication , or division? Then determine all the information that is being given to you in the question.

Mathematician George Pólya’s book, “ How to Solve It: A New Aspect of Mathematical Method ,” written in 1957, is a great guide to have on hand. The ideas below, which provide you with general steps or strategies to solve math problems, are similar to those expressed in Pólya’s book and should help you untangle even the most complicated math problem.

Use Established Procedures

Learning how to solve problems in mathematics is knowing what to look for. Math problems often require established procedures and knowing what procedure to apply. To create procedures, you have to be familiar with the problem situation and be able to collect the appropriate information, identify a strategy or strategies, and use the strategy appropriately.

Problem-solving requires practice. When deciding on methods or procedures to use to solve problems, the first thing you will do is look for clues, which is one of the most important skills in solving problems in mathematics. If you begin to solve problems by looking for clue words, you will find that these words often indicate an operation.

Look for Clue Words

Think of yourself as a math detective. The first thing to do when you encounter a math problem is to look for clue words. This is one of the most important skills you can develop. If you begin to solve problems by looking for clue words, you will find that those words often indicate an operation.

Common clue words for addition  problems:

Common clue words for  subtraction  problems:

• How much more

Common clue words for multiplication problems:

Common clue words for division problems:

Although clue words will vary a bit from problem to problem, you'll soon learn to recognize which words mean what in order to perform the correct operation.

Read the Problem Carefully

This, of course, means looking for clue words as outlined in the previous section. Once you’ve identified your clue words, highlight or underline them. This will let you know what kind of problem you’re dealing with. Then do the following:

• Ask yourself if you've seen a problem similar to this one. If so, what is similar about it?
• What did you need to do in that instance?
• What facts are you given about this problem?
• What facts do you still need to find out about this problem?

Develop a Plan and Review Your Work

Based on what you discovered by reading the problem carefully and identifying similar problems you’ve encountered before, you can then:

• Define your problem-solving strategy or strategies. This might mean identifying patterns, using known formulas, using sketches, and even guessing and checking.
• If your strategy doesn't work, it may lead you to an ah-ha moment and to a strategy that does work.

If it seems like you’ve solved the problem, ask yourself the following:

• Does your solution seem probable?
• Does it answer the initial question?
• Did you answer using the language in the question?
• Did you answer using the same units?

If you feel confident that the answer is “yes” to all questions, consider your problem solved.

Tips and Hints

Some key questions to consider as you approach the problem may be:

• What are the keywords in the problem?
• Do I need a data visual, such as a diagram, list, table, chart, or graph?
• Is there a formula or equation that I'll need? If so, which one?
• Will I need to use a calculator? Is there a pattern I can use or follow?

Read the problem carefully, and decide on a method to solve the problem. Once you've finished working the problem, check your work and ensure that your answer makes sense and that you've used the same terms and or units in your answer.

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• The Horse Problem: A Math Challenge
• 2020-21 Common Application Essay Option 4—Solving a Problem
• How to Use Math Journals in Class
• The Frayer Model for Math
• Algorithms in Mathematics and Beyond
• "Grandpa's Rubik's Cube"—Sample Common Application Essay, Option #4
• Math Stumper: Use Two Squares to Make Separate Pens for Nine Pigs
• Critical Thinking Definition, Skills, and Examples
• College Interview Tips: "Tell Me About a Challenge You Overcame"
• Graphic Organizers in Math
• Christmas Word Problem Worksheets
• Solving Problems Involving Distance, Rate, and Time
• Innovative Ways to Teach Math
• Study Tips for Math Homework and Math Tests
• How to Do Algebra Word Problems

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5 Teaching Mathematics Through Problem Solving

Janet Stramel

In his book “How to Solve It,” George Pólya (1945) said, “One of the most important tasks of the teacher is to help his students. This task is not quite easy; it demands time, practice, devotion, and sound principles. The student should acquire as much experience of independent work as possible. But if he is left alone with his problem without any help, he may make no progress at all. If the teacher helps too much, nothing is left to the student. The teacher should help, but not too much and not too little, so that the student shall have a reasonable share of the work.” (page 1)

What is a problem  in mathematics? A problem is “any task or activity for which the students have no prescribed or memorized rules or methods, nor is there a perception by students that there is a specific ‘correct’ solution method” (Hiebert, et. al., 1997). Problem solving in mathematics is one of the most important topics to teach; learning to problem solve helps students develop a sense of solving real-life problems and apply mathematics to real world situations. It is also used for a deeper understanding of mathematical concepts. Learning “math facts” is not enough; students must also learn how to use these facts to develop their thinking skills.

According to NCTM (2010), the term “problem solving” refers to mathematical tasks that have the potential to provide intellectual challenges for enhancing students’ mathematical understanding and development. When you first hear “problem solving,” what do you think about? Story problems or word problems? Story problems may be limited to and not “problematic” enough. For example, you may ask students to find the area of a rectangle, given the length and width. This type of problem is an exercise in computation and can be completed mindlessly without understanding the concept of area. Worthwhile problems  includes problems that are truly problematic and have the potential to provide contexts for students’ mathematical development.

There are three ways to solve problems: teaching for problem solving, teaching about problem solving, and teaching through problem solving.

Teaching for problem solving begins with learning a skill. For example, students are learning how to multiply a two-digit number by a one-digit number, and the story problems you select are multiplication problems. Be sure when you are teaching for problem solving, you select or develop tasks that can promote the development of mathematical understanding.

Teaching about problem solving begins with suggested strategies to solve a problem. For example, “draw a picture,” “make a table,” etc. You may see posters in teachers’ classrooms of the “Problem Solving Method” such as: 1) Read the problem, 2) Devise a plan, 3) Solve the problem, and 4) Check your work. There is little or no evidence that students’ problem-solving abilities are improved when teaching about problem solving. Students will see a word problem as a separate endeavor and focus on the steps to follow rather than the mathematics. In addition, students will tend to use trial and error instead of focusing on sense making.

Teaching through problem solving  focuses students’ attention on ideas and sense making and develops mathematical practices. Teaching through problem solving also develops a student’s confidence and builds on their strengths. It allows for collaboration among students and engages students in their own learning.

Consider the following worthwhile-problem criteria developed by Lappan and Phillips (1998):

• The problem has important, useful mathematics embedded in it.
• The problem requires high-level thinking and problem solving.
• The problem contributes to the conceptual development of students.
• The problem creates an opportunity for the teacher to assess what his or her students are learning and where they are experiencing difficulty.
• The problem can be approached by students in multiple ways using different solution strategies.
• The problem has various solutions or allows different decisions or positions to be taken and defended.
• The problem encourages student engagement and discourse.
• The problem connects to other important mathematical ideas.
• The problem promotes the skillful use of mathematics.
• The problem provides an opportunity to practice important skills.

Of course, not every problem will include all of the above. Sometimes, you will choose a problem because your students need an opportunity to practice a certain skill.

Key features of a good mathematics problem includes:

• It must begin where the students are mathematically.
• The feature of the problem must be the mathematics that students are to learn.
• It must require justifications and explanations for both answers and methods of solving.

Problem solving is not a  neat and orderly process. Think about needlework. On the front side, it is neat and perfect and pretty.

But look at the b ack.

It is messy and full of knots and loops. Problem solving in mathematics is also like this and we need to help our students be “messy” with problem solving; they need to go through those knots and loops and learn how to solve problems with the teacher’s guidance.

When you teach through problem solving , your students are focused on ideas and sense-making and they develop confidence in mathematics!

Mathematics Tasks and Activities that Promote Teaching through Problem Solving

Choosing the Right Task

Selecting activities and/or tasks is the most significant decision teachers make that will affect students’ learning. Consider the following questions:

• Teachers must do the activity first. What is problematic about the activity? What will you need to do BEFORE the activity and AFTER the activity? Additionally, think how your students would do the activity.
• What mathematical ideas will the activity develop? Are there connections to other related mathematics topics, or other content areas?
• Can the activity accomplish your learning objective/goals?

Low Floor High Ceiling Tasks

By definition, a “ low floor/high ceiling task ” is a mathematical activity where everyone in the group can begin and then work on at their own level of engagement. Low Floor High Ceiling Tasks are activities that everyone can begin and work on based on their own level, and have many possibilities for students to do more challenging mathematics. One gauge of knowing whether an activity is a Low Floor High Ceiling Task is when the work on the problems becomes more important than the answer itself, and leads to rich mathematical discourse [Hover: ways of representing, thinking, talking, agreeing, and disagreeing; the way ideas are exchanged and what the ideas entail; and as being shaped by the tasks in which students engage as well as by the nature of the learning environment].

The strengths of using Low Floor High Ceiling Tasks:

• Allows students to show what they can do, not what they can’t.
• Provides differentiation to all students.
• Promotes a positive classroom environment.
• Advances a growth mindset in students
• Aligns with the Standards for Mathematical Practice

Examples of some Low Floor High Ceiling Tasks can be found at the following sites:

• YouCubed – under grades choose Low Floor High Ceiling
• NRICH Creating a Low Threshold High Ceiling Classroom
• Inside Mathematics Problems of the Month

Math in 3-Acts

Math in 3-Acts was developed by Dan Meyer to spark an interest in and engage students in thought-provoking mathematical inquiry. Math in 3-Acts is a whole-group mathematics task consisting of three distinct parts:

Act One is about noticing and wondering. The teacher shares with students an image, video, or other situation that is engaging and perplexing. Students then generate questions about the situation.

In Act Two , the teacher offers some information for the students to use as they find the solutions to the problem.

Act Three is the “reveal.” Students share their thinking as well as their solutions.

“Math in 3 Acts” is a fun way to engage your students, there is a low entry point that gives students confidence, there are multiple paths to a solution, and it encourages students to work in groups to solve the problem. Some examples of Math in 3-Acts can be found at the following websites:

• Dan Meyer’s Three-Act Math Tasks
• Graham Fletcher3-Act Tasks ]
• Math in 3-Acts: Real World Math Problems to Make Math Contextual, Visual and Concrete

Number Talks

Number talks are brief, 5-15 minute discussions that focus on student solutions for a mental math computation problem. Students share their different mental math processes aloud while the teacher records their thinking visually on a chart or board. In addition, students learn from each other’s strategies as they question, critique, or build on the strategies that are shared.. To use a “number talk,” you would include the following steps:

• The teacher presents a problem for students to solve mentally.
• Provide adequate “ wait time .”
• The teacher calls on a students and asks, “What were you thinking?” and “Explain your thinking.”
• For each student who volunteers to share their strategy, write their thinking on the board. Make sure to accurately record their thinking; do not correct their responses.
• Invite students to question each other about their strategies, compare and contrast the strategies, and ask for clarification about strategies that are confusing.

“Number Talks” can be used as an introduction, a warm up to a lesson, or an extension. Some examples of Number Talks can be found at the following websites:

• Inside Mathematics Number Talks
• Number Talks Build Numerical Reasoning

Saying “This is Easy”

“This is easy.” Three little words that can have a big impact on students. What may be “easy” for one person, may be more “difficult” for someone else. And saying “this is easy” defeats the purpose of a growth mindset classroom, where students are comfortable making mistakes.

When the teacher says, “this is easy,” students may think,

• “Everyone else understands and I don’t. I can’t do this!”
• Students may just give up and surrender the mathematics to their classmates.
• Students may shut down.

Instead, you and your students could say the following:

• “I think I can do this.”
• “I have an idea I want to try.”
• “I’ve seen this kind of problem before.”

Tracy Zager wrote a short article, “This is easy”: The Little Phrase That Causes Big Problems” that can give you more information. Read Tracy Zager’s article here.

Using “Worksheets”

Do you want your students to memorize concepts, or do you want them to understand and apply the mathematics for different situations?

What is a “worksheet” in mathematics? It is a paper and pencil assignment when no other materials are used. A worksheet does not allow your students to use hands-on materials/manipulatives [Hover: physical objects that are used as teaching tools to engage students in the hands-on learning of mathematics]; and worksheets are many times “naked number” with no context. And a worksheet should not be used to enhance a hands-on activity.

Students need time to explore and manipulate materials in order to learn the mathematics concept. Worksheets are just a test of rote memory. Students need to develop those higher-order thinking skills, and worksheets will not allow them to do that.

One productive belief from the NCTM publication, Principles to Action (2014), states, “Students at all grade levels can benefit from the use of physical and virtual manipulative materials to provide visual models of a range of mathematical ideas.”

You may need an “activity sheet,” a “graphic organizer,” etc. as you plan your mathematics activities/lessons, but be sure to include hands-on manipulatives. Using manipulatives can

• Provide your students a bridge between the concrete and abstract
• Serve as models that support students’ thinking
• Provide another representation
• Support student engagement
• Give students ownership of their own learning.

Adapted from “ The Top 5 Reasons for Using Manipulatives in the Classroom ”.

any task or activity for which the students have no prescribed or memorized rules or methods, nor is there a perception by students that there is a specific ‘correct’ solution method

should be intriguing and contain a level of challenge that invites speculation and hard work, and directs students to investigate important mathematical ideas and ways of thinking toward the learning

involves teaching a skill so that a student can later solve a story problem

when we teach students how to problem solve

teaching mathematics content through real contexts, problems, situations, and models

a mathematical activity where everyone in the group can begin and then work on at their own level of engagement

20 seconds to 2 minutes for students to make sense of questions

Mathematics Methods for Early Childhood Copyright © 2021 by Janet Stramel is licensed under a Creative Commons Attribution 4.0 International License , except where otherwise noted.

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120 Math Word Problems To Challenge Students Grades 1 to 8

Written by Marcus Guido

Hey teachers! 👋

Use Prodigy to spark a love for math in your students – including when solving word problems!

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You sit at your desk, ready to put a math quiz, test or activity together. The questions flow onto the document until you hit a section for word problems.

A jolt of creativity would help. But it doesn’t come.

Whether you’re a 3rd grade teacher or an 8th grade teacher preparing students for high school, translating math concepts into real world examples can certainly be a challenge.

This resource is your jolt of creativity. It provides examples and templates of math word problems for 1st to 8th grade classes.

There are 120 examples in total.

The list of examples is supplemented by tips to create engaging and challenging math word problems.

120 Math word problems, categorized by skill

Addition word problems.

Best for: 1st grade, 2nd grade

1. Adding to 10: Ariel was playing basketball. 1 of her shots went in the hoop. 2 of her shots did not go in the hoop. How many shots were there in total?

2. Adding to 20: Adrianna has 10 pieces of gum to share with her friends. There wasn’t enough gum for all her friends, so she went to the store to get 3 more pieces of gum. How many pieces of gum does Adrianna have now?

3. Adding to 100: Adrianna has 10 pieces of gum to share with her friends. There wasn’t enough gum for all her friends, so she went to the store and got 70 pieces of strawberry gum and 10 pieces of bubble gum. How many pieces of gum does Adrianna have now?

4. Adding Slightly over 100: The restaurant has 175 normal chairs and 20 chairs for babies. How many chairs does the restaurant have in total?

5. Adding to 1,000: How many cookies did you sell if you sold 320 chocolate cookies and 270 vanilla cookies?

6. Adding to and over 10,000: The hobby store normally sells 10,576 trading cards per month. In June, the hobby store sold 15,498 more trading cards than normal. In total, how many trading cards did the hobby store sell in June?

7. Adding 3 Numbers: Billy had 2 books at home. He went to the library to take out 2 more books. He then bought 1 book. How many books does Billy have now?

8. Adding 3 Numbers to and over 100: Ashley bought a big bag of candy. The bag had 102 blue candies, 100 red candies and 94 green candies. How many candies were there in total?

Subtraction word problems

Best for: 1st grade, second grade

9. Subtracting to 10: There were 3 pizzas in total at the pizza shop. A customer bought 1 pizza. How many pizzas are left?

10. Subtracting to 20: Your friend said she had 11 stickers. When you helped her clean her desk, she only had a total of 10 stickers. How many stickers are missing?

11. Subtracting to 100: Adrianna has 100 pieces of gum to share with her friends. When she went to the park, she shared 10 pieces of strawberry gum. When she left the park, Adrianna shared another 10 pieces of bubble gum. How many pieces of gum does Adrianna have now?

Practice math word problems with Prodigy Math

Join millions of teachers using Prodigy to make learning fun and differentiate instruction as they answer in-game questions, including math word problems from 1st to 8th grade!

12. Subtracting Slightly over 100: Your team scored a total of 123 points. 67 points were scored in the first half. How many were scored in the second half?

13. Subtracting to 1,000: Nathan has a big ant farm. He decided to sell some of his ants. He started with 965 ants. He sold 213. How many ants does he have now?

14. Subtracting to and over 10,000: The hobby store normally sells 10,576 trading cards per month. In July, the hobby store sold a total of 20,777 trading cards. How many more trading cards did the hobby store sell in July compared with a normal month?

15. Subtracting 3 Numbers: Charlene had a pack of 35 pencil crayons. She gave 6 to her friend Theresa. She gave 3 to her friend Mandy. How many pencil crayons does Charlene have left?

16. Subtracting 3 Numbers to and over 100: Ashley bought a big bag of candy to share with her friends. In total, there were 296 candies. She gave 105 candies to Marissa. She also gave 86 candies to Kayla. How many candies were left?

Multiplication word problems

Best for: 2nd grade, 3rd grade

17. Multiplying 1-Digit Integers: Adrianna needs to cut a pan of brownies into pieces. She cuts 6 even columns and 3 even rows into the pan. How many brownies does she have?

18. Multiplying 2-Digit Integers: A movie theatre has 25 rows of seats with 20 seats in each row. How many seats are there in total?

19. Multiplying Integers Ending with 0: A clothing company has 4 different kinds of sweatshirts. Each year, the company makes 60,000 of each kind of sweatshirt. How many sweatshirts does the company make each year?

20. Multiplying 3 Integers: A bricklayer stacks bricks in 2 rows, with 10 bricks in each row. On top of each row, there is a stack of 6 bricks. How many bricks are there in total?

21. Multiplying 4 Integers: Cayley earns $5 an hour by delivering newspapers. She delivers newspapers 3 days each week, for 4 hours at a time. After delivering newspapers for 8 weeks, how much money will Cayley earn?

Division word problems

Best for: 3rd grade, 4th grade, 5th grade

22. Dividing 1-Digit Integers: If you have 4 pieces of candy split evenly into 2 bags, how many pieces of candy are in each bag?

23. Dividing 2-Digit Integers: If you have 80 tickets for the fair and each ride costs 5 tickets, how many rides can you go on?

24. Dividing Numbers Ending with 0: The school has $20,000 to buy new computer equipment. If each piece of equipment costs $50, how many pieces can the school buy in total?

25. Dividing 3 Integers: Melissa buys 2 packs of tennis balls for $12 in total. All together, there are 6 tennis balls. How much does 1 pack of tennis balls cost? How much does 1 tennis ball cost?

26. Interpreting Remainders: An Italian restaurant receives a shipment of 86 veal cutlets. If it takes 3 cutlets to make a dish, how many cutlets will the restaurant have left over after making as many dishes as possible?

Mixed operations word problems

27. Mixing Addition and Subtraction: There are 235 books in a library. On Monday, 123 books are taken out. On Tuesday, 56 books are brought back. How many books are there now?

28. Mixing Multiplication and Division: There is a group of 10 people who are ordering pizza. If each person gets 2 slices and each pizza has 4 slices, how many pizzas should they order?

29. Mixing Multiplication, Addition and Subtraction: Lana has 2 bags with 2 marbles in each bag. Markus has 2 bags with 3 marbles in each bag. How many more marbles does Markus have?

30. Mixing Division, Addition and Subtraction: Lana has 3 bags with the same amount of marbles in them, totaling 12 marbles. Markus has 3 bags with the same amount of marbles in them, totaling 18 marbles. How many more marbles does Markus have in each bag?

Ordering and number sense word problems

31. Counting to Preview Multiplication: There are 2 chalkboards in your classroom. If each chalkboard needs 2 pieces of chalk, how many pieces do you need in total?

32. Counting to Preview Division: There are 3 chalkboards in your classroom. Each chalkboard has 2 pieces of chalk. This means there are 6 pieces of chalk in total. If you take 1 piece of chalk away from each chalkboard, how many will there be in total?

33. Composing Numbers: What number is 6 tens and 10 ones?

34. Guessing Numbers: I have a 7 in the tens place. I have an even number in the ones place. I am lower than 74. What number am I?

35. Finding the Order: In the hockey game, Mitchell scored more points than William but fewer points than Auston. Who scored the most points? Who scored the fewest points?

Fractions word problems

Best for: 3rd grade, 4th grade, 5th grade, 6th grade

36. Finding Fractions of a Group: Julia went to 10 houses on her street for Halloween. 5 of the houses gave her a chocolate bar. What fraction of houses on Julia’s street gave her a chocolate bar?

37. Finding Unit Fractions: Heather is painting a portrait of her best friend, Lisa. To make it easier, she divides the portrait into 6 equal parts. What fraction represents each part of the portrait?

38. Adding Fractions with Like Denominators: Noah walks ⅓ of a kilometre to school each day. He also walks ⅓ of a kilometre to get home after school. How many kilometres does he walk in total?

39. Subtracting Fractions with Like Denominators: Last week, Whitney counted the number of juice boxes she had for school lunches. She had ⅗ of a case. This week, it’s down to ⅕ of a case. How much of the case did Whitney drink?

40. Adding Whole Numbers and Fractions with Like Denominators: At lunchtime, an ice cream parlor served 6 ¼ scoops of chocolate ice cream, 5 ¾ scoops of vanilla and 2 ¾ scoops of strawberry. How many scoops of ice cream did the parlor serve in total?

41. Subtracting Whole Numbers and Fractions with Like Denominators: For a party, Jaime had 5 ⅓ bottles of cola for her friends to drink. She drank ⅓ of a bottle herself. Her friends drank 3 ⅓. How many bottles of cola does Jaime have left?

42. Adding Fractions with Unlike Denominators: Kevin completed ½ of an assignment at school. When he was home that evening, he completed ⅚ of another assignment. How many assignments did Kevin complete?

43. Subtracting Fractions with Unlike Denominators: Packing school lunches for her kids, Patty used ⅞ of a package of ham. She also used ½ of a package of turkey. How much more ham than turkey did Patty use?

44. Multiplying Fractions: During gym class on Wednesday, the students ran for ¼ of a kilometre. On Thursday, they ran ½ as many kilometres as on Wednesday. How many kilometres did the students run on Thursday? Write your answer as a fraction.

45. Dividing Fractions: A clothing manufacturer uses ⅕ of a bottle of colour dye to make one pair of pants. The manufacturer used ⅘ of a bottle yesterday. How many pairs of pants did the manufacturer make?

46. Multiplying Fractions with Whole Numbers: Mark drank ⅚ of a carton of milk this week. Frank drank 7 times more milk than Mark. How many cartons of milk did Frank drink? Write your answer as a fraction, or as a whole or mixed number.

Decimals word problems

Best for: 4th grade, 5th grade

47. Adding Decimals: You have 2.6 grams of yogurt in your bowl and you add another spoonful of 1.3 grams. How much yogurt do you have in total?

48. Subtracting Decimals: Gemma had 25.75 grams of frosting to make a cake. She decided to use only 15.5 grams of the frosting. How much frosting does Gemma have left?

49. Multiplying Decimals with Whole Numbers: Marshall walks a total of 0.9 kilometres to and from school each day. After 4 days, how many kilometres will he have walked?

50. Dividing Decimals by Whole Numbers: To make the Leaning Tower of Pisa from spaghetti, Mrs. Robinson bought 2.5 kilograms of spaghetti. Her students were able to make 10 leaning towers in total. How many kilograms of spaghetti does it take to make 1 leaning tower?

51. Mixing Addition and Subtraction of Decimals: Rocco has 1.5 litres of orange soda and 2.25 litres of grape soda in his fridge. Antonio has 1.15 litres of orange soda and 0.62 litres of grape soda. How much more soda does Rocco have than Angelo?

52. Mixing Multiplication and Division of Decimals: 4 days a week, Laura practices martial arts for 1.5 hours. Considering a week is 7 days, what is her average practice time per day each week?

Comparing and sequencing word problems

Best for: Kindergarten, 1st grade, 2nd grade

53. Comparing 1-Digit Integers: You have 3 apples and your friend has 5 apples. Who has more?

54. Comparing 2-Digit Integers: You have 50 candies and your friend has 75 candies. Who has more?

55. Comparing Different Variables: There are 5 basketballs on the playground. There are 7 footballs on the playground. Are there more basketballs or footballs?

56. Sequencing 1-Digit Integers: Erik has 0 stickers. Every day he gets 1 more sticker. How many days until he gets 3 stickers?

57. Skip-Counting by Odd Numbers: Natalie began at 5. She skip-counted by fives. Could she have said the number 20?

58. Skip-Counting by Even Numbers: Natasha began at 0. She skip-counted by eights. Could she have said the number 36?

59. Sequencing 2-Digit Numbers: Each month, Jeremy adds the same number of cards to his baseball card collection. In January, he had 36. 48 in February. 60 in March. How many baseball cards will Jeremy have in April?

Time word problems

66. Converting Hours into Minutes: Jeremy helped his mom for 1 hour. For how many minutes was he helping her?

69. Adding Time: If you wake up at 7:00 a.m. and it takes you 1 hour and 30 minutes to get ready and walk to school, at what time will you get to school?

70. Subtracting Time: If a train departs at 2:00 p.m. and arrives at 4:00 p.m., how long were passengers on the train for?

71. Finding Start and End Times: Rebecca left her dad’s store to go home at twenty to seven in the evening. Forty minutes later, she was home. What time was it when she arrived home?

Money word problems

Best for: 1st grade, 2nd grade, 3rd grade, 4th grade, 5th grade

60. Adding Money: Thomas and Matthew are saving up money to buy a video game together. Thomas has saved $30. Matthew has saved $35. How much money have they saved up together in total?

61. Subtracting Money: Thomas has $80 saved up. He uses his money to buy a video game. The video game costs $67. How much money does he have left?

62. Multiplying Money: Tim gets $5 for delivering the paper. How much money will he have after delivering the paper 3 times?

63. Dividing Money: Robert spent $184.59 to buy 3 hockey sticks. If each hockey stick was the same price, how much did 1 cost?

64. Adding Money with Decimals: You went to the store and bought gum for $1.25 and a sucker for $0.50. How much was your total?

65. Subtracting Money with Decimals: You went to the store with $5.50. You bought gum for $1.25, a chocolate bar for $1.15 and a sucker for $0.50. How much money do you have left?

67. Applying Proportional Relationships to Money: Jakob wants to invite 20 friends to his birthday, which will cost his parents $250. If he decides to invite 15 friends instead, how much money will it cost his parents? Assume the relationship is directly proportional.

68. Applying Percentages to Money: Retta put $100.00 in a bank account that gains 20% interest annually. How much interest will be accumulated in 1 year? And if she makes no withdrawals, how much money will be in the account after 1 year?

Physical measurement word problems

Best for: 1st grade, 2nd grade, 3rd grade, 4th grade

72. Comparing Measurements: Cassandra’s ruler is 22 centimetres long. April’s ruler is 30 centimetres long. How many centimetres longer is April’s ruler?

73. Contextualizing Measurements: Picture a school bus. Which unit of measurement would best describe the length of the bus? Centimetres, metres or kilometres?

74. Adding Measurements: Micha’s dad wants to try to save money on gas, so he has been tracking how much he uses. Last year, Micha’s dad used 100 litres of gas. This year, her dad used 90 litres of gas. How much gas did he use in total for the two years?

75. Subtracting Measurements: Micha’s dad wants to try to save money on gas, so he has been tracking how much he uses. Over the past two years, Micha’s dad used 200 litres of gas. This year, he used 100 litres of gas. How much gas did he use last year?

76. Multiplying Volume and Mass: Kiera wants to make sure she has strong bones, so she drinks 2 litres of milk every week. After 3 weeks, how many litres of milk will Kiera drink?

77. Dividing Volume and Mass: Lillian is doing some gardening, so she bought 1 kilogram of soil. She wants to spread the soil evenly between her 2 plants. How much will each plant get?

78. Converting Mass: Inger goes to the grocery store and buys 3 squashes that each weigh 500 grams. How many kilograms of squash did Inger buy?

79. Converting Volume: Shad has a lemonade stand and sold 20 cups of lemonade. Each cup was 500 millilitres. How many litres did Shad sell in total?

80. Converting Length: Stacy and Milda are comparing their heights. Stacy is 1.5 meters tall. Milda is 10 centimetres taller than Stacy. What is Milda’s height in centimetres?

81. Understanding Distance and Direction: A bus leaves the school to take students on a field trip. The bus travels 10 kilometres south, 10 kilometres west, another 5 kilometres south and 15 kilometres north. To return to the school, in which direction does the bus have to travel? How many kilometres must it travel in that direction?

Ratios and percentages word problems

Best for: 4th grade, 5th grade, 6th grade

82. Finding a Missing Number: The ratio of Jenny’s trophies to Meredith’s trophies is 7:4. Jenny has 28 trophies. How many does Meredith have?

83. Finding Missing Numbers: The ratio of Jenny’s trophies to Meredith’s trophies is 7:4. The difference between the numbers is 12. What are the numbers?

84. Comparing Ratios: The school’s junior band has 10 saxophone players and 20 trumpet players. The school’s senior band has 18 saxophone players and 29 trumpet players. Which band has the higher ratio of trumpet to saxophone players?

85. Determining Percentages: Mary surveyed students in her school to find out what their favourite sports were. Out of 1,200 students, 455 said hockey was their favourite sport. What percentage of students said hockey was their favourite sport?

86. Determining Percent of Change: A decade ago, Oakville’s population was 67,624 people. Now, it is 190% larger. What is Oakville’s current population?

87. Determining Percents of Numbers: At the ice skate rental stand, 60% of 120 skates are for boys. If the rest of the skates are for girls, how many are there?

88. Calculating Averages: For 4 weeks, William volunteered as a helper for swimming classes. The first week, he volunteered for 8 hours. He volunteered for 12 hours in the second week, and another 12 hours in the third week. The fourth week, he volunteered for 9 hours. For how many hours did he volunteer per week, on average?

Probability and data relationships word problems

Best for: 4th grade, 5th grade, 6th grade, 7th grade

89. Understanding the Premise of Probability: John wants to know his class’s favourite TV show, so he surveys all of the boys. Will the sample be representative or biased?

90. Understanding Tangible Probability: The faces on a fair number die are labelled 1, 2, 3, 4, 5 and 6. You roll the die 12 times. How many times should you expect to roll a 1?

91. Exploring Complementary Events: The numbers 1 to 50 are in a hat. If the probability of drawing an even number is 25/50, what is the probability of NOT drawing an even number? Express this probability as a fraction.

92. Exploring Experimental Probability: A pizza shop has recently sold 15 pizzas. 5 of those pizzas were pepperoni. Answering with a fraction, what is the experimental probability that he next pizza will be pepperoni?

93. Introducing Data Relationships: Maurita and Felice each take 4 tests. Here are the results of Maurita’s 4 tests: 4, 4, 4, 4. Here are the results for 3 of Felice’s 4 tests: 3, 3, 3. If Maurita’s mean for the 4 tests is 1 point higher than Felice’s, what’s the score of Felice’s 4th test?

94. Introducing Proportional Relationships: Store A is selling 7 pounds of bananas for $7.00. Store B is selling 3 pounds of bananas for $6.00. Which store has the better deal?

95. Writing Equations for Proportional Relationships: Lionel loves soccer, but has trouble motivating himself to practice. So, he incentivizes himself through video games. There is a proportional relationship between the amount of drills Lionel completes, in x , and for how many hours he plays video games, in y . When Lionel completes 10 drills, he plays video games for 30 minutes. Write the equation for the relationship between x and y .

Geometry word problems

Best for: 4th grade, 5th grade, 6th grade, 7th grade, 8th grade

96. Introducing Perimeter:  The theatre has 4 chairs in a row. There are 5 rows. Using rows as your unit of measurement, what is the perimeter?

97. Introducing Area: The theatre has 4 chairs in a row. There are 5 rows. How many chairs are there in total?

98. Introducing Volume: Aaron wants to know how much candy his container can hold. The container is 20 centimetres tall, 10 centimetres long and 10 centimetres wide. What is the container’s volume?

99. Understanding 2D Shapes: Kevin draws a shape with 4 equal sides. What shape did he draw?

100. Finding the Perimeter of 2D Shapes: Mitchell wrote his homework questions on a piece of square paper. Each side of the paper is 8 centimetres. What is the perimeter?

101. Determining the Area of 2D Shapes: A single trading card is 9 centimetres long by 6 centimetres wide. What is its area?

102. Understanding 3D Shapes: Martha draws a shape that has 6 square faces. What shape did she draw?

103. Determining the Surface Area of 3D Shapes: What is the surface area of a cube that has a width of 2cm, height of 2 cm and length of 2 cm?

104. Determining the Volume of 3D Shapes: Aaron’s candy container is 20 centimetres tall, 10 centimetres long and 10 centimetres wide. Bruce’s container is 25 centimetres tall, 9 centimetres long and 9 centimetres wide. Find the volume of each container. Based on volume, whose container can hold more candy?

105. Identifying Right-Angled Triangles: A triangle has the following side lengths: 3 cm, 4 cm and 5 cm. Is this triangle a right-angled triangle?

106. Identifying Equilateral Triangles: A triangle has the following side lengths: 4 cm, 4 cm and 4 cm. What kind of triangle is it?

107. Identifying Isosceles Triangles: A triangle has the following side lengths: 4 cm, 5 cm and 5 cm. What kind of triangle is it?

108. Identifying Scalene Triangles: A triangle has the following side lengths: 4 cm, 5 cm and 6 cm. What kind of triangle is it?

109. Finding the Perimeter of Triangles: Luigi built a tent in the shape of an equilateral triangle. The perimeter is 21 metres. What is the length of each of the tent’s sides?

110. Determining the Area of Triangles: What is the area of a triangle with a base of 2 units and a height of 3 units?

111. Applying Pythagorean Theorem: A right triangle has one non-hypotenuse side length of 3 inches and the hypotenuse measures 5 inches. What is the length of the other non-hypotenuse side?

112. Finding a Circle’s Diameter: Jasmin bought a new round backpack. Its area is 370 square centimetres. What is the round backpack’s diameter?

113. Finding a Circle's Area: Captain America’s circular shield has a diameter of 76.2 centimetres. What is the area of his shield?

114. Finding a Circle’s Radius: Skylar lives on a farm, where his dad keeps a circular corn maze. The corn maze has a diameter of 2 kilometres. What is the maze’s radius?

Variables word problems

Best for: 6th grade, 7th grade, 8th grade

115. Identifying Independent and Dependent Variables: Victoria is baking muffins for her class. The number of muffins she makes is based on how many classmates she has. For this equation, m is the number of muffins and c is the number of classmates. Which variable is independent and which variable is dependent?

116. Writing Variable Expressions for Addition: Last soccer season, Trish scored g goals. Alexa scored 4 more goals than Trish. Write an expression that shows how many goals Alexa scored.

117. Writing Variable Expressions for Subtraction: Elizabeth eats a healthy, balanced breakfast b times a week. Madison sometimes skips breakfast. In total, Madison eats 3 fewer breakfasts a week than Elizabeth. Write an expression that shows how many times a week Madison eats breakfast.

118. Writing Variable Expressions for Multiplication: Last hockey season, Jack scored g goals. Patrik scored twice as many goals than Jack. Write an expression that shows how many goals Patrik scored.

119. Writing Variable Expressions for Division: Amanda has c chocolate bars. She wants to distribute the chocolate bars evenly among 3 friends. Write an expression that shows how many chocolate bars 1 of her friends will receive.

120. Solving Two-Variable Equations: This equation shows how the amount Lucas earns from his after-school job depends on how many hours he works: e = 12h . The variable h represents how many hours he works. The variable e represents how much money he earns. How much money will Lucas earn after working for 6 hours?

How to easily make your own math word problems & word problems worksheets

Armed with 120 examples to spark ideas, making your own math word problems can engage your students and ensure alignment with lessons. Do:

• Link to Student Interests:  By framing your word problems with student interests, you’ll likely grab attention. For example, if most of your class loves American football, a measurement problem could involve the throwing distance of a famous quarterback.
• Make Questions Topical:  Writing a word problem that reflects current events or issues can engage students by giving them a clear, tangible way to apply their knowledge.
• Include Student Names:  Naming a question’s characters after your students is an easy way make subject matter relatable, helping them work through the problem.
• Be Explicit:  Repeating keywords distills the question, helping students focus on the core problem.
• Test Reading Comprehension:  Flowery word choice and long sentences can hide a question’s key elements. Instead, use concise phrasing and grade-level vocabulary.
• Focus on Similar Interests:  Framing too many questions with related interests -- such as football and basketball -- can alienate or disengage some students.
• Feature Red Herrings:  Including unnecessary information introduces another problem-solving element, overwhelming many elementary students.

A key to differentiated instruction , word problems that students can relate to and contextualize will capture interest more than generic and abstract ones.

Final thoughts about math word problems

You’ll likely get the most out of this resource by using the problems as templates, slightly modifying them by applying the above tips. In doing so, they’ll be more relevant to -- and engaging for -- your students.

Regardless, having 120 curriculum-aligned math word problems at your fingertips should help you deliver skill-building challenges and thought-provoking assessments.

The result?

A greater understanding of how your students process content and demonstrate understanding, informing your ongoing teaching approach.

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30 Problem Solving Maths Questions And Answers For GCSE

Martin Noon

Problem solving maths questions can be challenging for GCSE students as there is no ‘one size fits all’ approach. In this article, we’ve compiled tips for problem solving, example questions, solutions and problem solving strategies for GCSE students. 

Since the current GCSE specification began, there have been many maths problem solving exam questions which take elements of different areas of maths and combine them to form new maths problems which haven’t been seen before. 

While learners can be taught to approach simply structured problems by following a process, questions often require students to make sense of lots of new information before they even move on to trying to solve the problem. This is where many learners get stuck.

How to teach problem solving

6 tips to tackling problem solving maths questions, 10 problem solving maths questions (foundation tier), 10 problem solving maths questions (foundation & higher tier crossover), 10 problem solving maths questions (higher tier).

In the Ofsted maths review , published in May 2021, Ofsted set out their findings from the research literature regarding the sort of curriculum and teaching that best supports all pupils to make good progress in maths throughout their time in school.

Regarding the teaching of problem solving skills, these were their recommendations:

• Teachers could use a curricular approach that better engineers success in problem-solving by teaching the useful combinations of facts and methods, how to recognise the problem types and the deep structures that these strategies pair to.
• Strategies for problem-solving should be topic specific and can therefore be planned into the sequence of lessons as part of the wider curriculum. Pupils who are already confident with the foundational skills may benefit from a more generalised process involving identifying relationships and weighing up features of the problem to process the information. 
• Worked examples, careful questioning and constructing visual representations can help pupils to convert information embedded in a problem into mathematical notation.
• Open-ended problem solving tasks do not necessarily mean that the activity is the ‘ideal means of acquiring proficiency’. While enjoyable, open ended problem-solving activities may not necessarily lead to improved results.  

Are you a KS2 teacher needing more support teaching reasoning, problem solving & planning for depth ? See this article for FREE downloadable CPD

There is no ‘one size fits all’ approach to successfully tackling problem solving maths questions however, here are 6 general tips for students facing a problem solving question:

• Read the whole question, underline important mathematical words, phrases or values.
• Annotate any diagrams, graphs or charts with any missing information that is easy to fill in.
• Think of what a sensible answer may look like. E.g. Will the angle be acute or obtuse? Is £30,000 likely to be the price of a coat?
• Tick off information as you use it.
• Draw extra diagrams if needed.
• Look at the final sentence of the question. Make sure you refer back to that at the end to ensure you have answered the question fully.

There are many online sources of mathematical puzzles and questions that can help learners improve their problem-solving skills. Websites such as NRICH and our blog on SSDD problems have some great examples of KS2, KS3 and KS4 mathematical problems.

Read more: KS2 problem solving and KS3 maths problem solving

In this article, we’ve focussed on GCSE questions and compiled 30 problem solving maths questions and solutions suitable for Foundation and Higher tier students. Additionally, we have provided problem solving strategies to support your students for some questions to encourage critical mathematical thinking . For the full set of questions, solutions and strategies in a printable format, please download our 30 Problem Solving Maths Questions, Solutions & Strategies.

30 Problem Solving Maths Questions, Solutions & Strategies

Help your students prepare for their maths GCSE with these free problem solving maths questions, solutions and strategies

These first 10 questions and solutions are similar to Foundation questions. For the first three, we’ve provided some additional strategies.

In our downloadable resource, you can find strategies for all 10 Foundation questions .

1) L-shape perimeter 

Here is a shape:

Sarah says, “There is not enough information to find the perimeter.”

Is she correct? What about finding the area?

• Try adding more information – giving some missing sides measurements that are valid. 
• Change these measurements to see if the answer changes.
• Imagine walking around the shape if the edges were paths. Could any of those paths be moved to another position but still give the same total distance?

The perimeter of the shape does not depend on the lengths of the unlabelled edges.

Edge A and edge B can be moved to form a rectangle, meaning the perimeter will be 22 cm. Therefore, Sarah is wrong.

The area, however, will depend on those missing side length measurements, so we would need more information to be able to calculate it.

2) Find the missing point

Here is a coordinate grid with three points plotted. A fourth point is to be plotted to form a parallelogram. Find all possible coordinates of the fourth point.

• What are the properties of a parallelogram?
• Can we count squares to see how we can get from one vertex of the parallelogram to another? Can we use this to find the fourth vertex?

There are 3 possible positions.

3) That rating was a bit mean!

The vertical line graph shows the ratings a product received on an online shopping website. The vertical line for 4 stars is missing.

If the mean rating is 2.65, use the information to complete the vertical line graph.

Strategies 

• Can the information be put into a different format, either a list or a table?
• Would it help to give the missing frequency an algebraic label, x ?
• If we had the data in a frequency table, how would we calculate the mean?
• Is there an equation we could form?

Letting the frequency of 4 star ratings be x , we can form the equation \frac{45+4x}{18+x} =2.65

Giving x=2 

4) Changing angles

The diagram shows two angles around a point. The sum of the two angles around a point is 360°.

Peter says “If we increase the small angle by 10% and decrease the reflex angle by 10%, they will still add to 360°.”

Explain why Peter might be wrong.

Are there two angles where he would be correct?

Peter is wrong, for example, if the two angles are 40° and 320°, increasing 40° by 10% gives 44°, decreasing 320° by 10% gives 288°. These sum to 332°.

10% of the larger angle will be more than 10% of the smaller angle so the sum will only ever be 360° if the two original angles are the same, therefore, 180°.

5) Base and power

The integers 1, 2, 3, 4, 5, 6, 7, 8 and 9 can be used to fill in the boxes. 

How many different solutions can be found so that no digit is used more than once?

There are 8 solutions.

6) Just an average problem 

Place six single digit numbers into the boxes to satisfy the rules.

The mean in maths is 5  \frac{1}{3}

The median is 5

The mode is 3.

How many different solutions are possible?

There are 4 solutions.

2, 3, 3, 7, 8, 9

3, 3, 4, 6, 7, 9

3, 3, 3, 7, 7, 9

3, 3, 3, 7, 8, 8

7) Square and rectangle  

The square has an area of 81 cm 2 . The rectangle has the same perimeter as the square.

Its length and width are in the ratio 2:1.

Find the area of the rectangle.

The sides of the square are 9 cm giving a perimeter of 36 cm. 

We can then either form an equation using a length 2x and width x . 

Or, we could use the fact that the length and width add to half of the perimeter and share 18 in the ratio 2:1. 

The length is 12 cm and the width is 6 cm, giving an area of 72 cm 2 .

8) It’s all prime

The sum of three prime numbers is equal to another prime number.

If the sum is less than 30, how many different solutions are possible?

There are 6 solutions. 

2 can never be used as it would force two more odd primes into the sum to make the total even.

9) Unequal share

Bob and Jane have £10 altogether. Jane has £1.60 more than Bob. Bob spends one third of his money. How much money have Bob and Jane now got in total?

Initially Bob has £4.20 and Jane has £5.80. Bob spends £1.40, meaning the total £10 has been reduced by £1.40, leaving £8.60 after the subtraction.

10) Somewhere between

Fred says, “An easy way to find any fraction which is between two other fractions is to just add the numerators and add the denominators.” Is Fred correct?

Solution 

Fred is correct. His method does work and can be shown algebraically which could be a good problem for higher tier learners to try.

If we use these two fractions \frac{3}{8} and \frac{5}{12} , Fred’s method gives us \frac{8}{20} = \frac{2}{5}

\frac{3}{8} = \frac{45}{120} , \frac{2}{5} = \frac{48}{120} , \frac{5}{12} = \frac{50}{120} . So \frac{3}{8} < \frac{2}{5} < \frac{5}{12}

The next 10 questions are crossover questions which could appear on both Foundation and Higher tier exam papers. We have provided solutions for each and, for the first three questions, problem solving strategies to support learners.

11) What’s the difference?

An arithmetic sequence has an nth term in the form an+b .

4 is in the sequence.

16 is in the sequence.

8 is not in the sequence.

-2 is the first term of the sequence.

What are the possible values of a and b ?

• We know that the first number in the sequence is -2 and 4 is in the sequence. Can we try making a sequence to fit? Would using a number line help?
• Try looking at the difference between the numbers we know are in the sequence.

If we try forming a sequence from the information, we get this:

We can now try to fill in the missing numbers, making sure 8 is not in the sequence. Going up by 2 would give us 8, so that won’t work.

The only solutions are 6 n -8 and 3 n -5.

12) Equation of the hypotenuse

The diagram shows a straight line passing through the axes at point P and Q .

Q has coordinate (8, 0). M is the midpoint of PQ and MQ has a length of 5 units.

Find the equation of the line PQ .

• We know MQ is 5 units, what is PQ and OQ ?
• What type of triangle is OPQ ?
• Can we find OP if we know PQ and OQ ?
• A line has an equation in the form y=mx+c . How can we find m ? Do we already know c ?

PQ is 10 units. Using Pythagoras’ Theorem OP = 6

The gradient of the line will be \frac{-6}{8} = -\frac{3}{4} and P gives the intercept as 6.

13) What a waste

Harry wants to cut a sector of radius 30 cm from a piece of paper measuring 30 cm by 20 cm. 

What percentage of the paper will be wasted?

• What information do we need to calculate the area of a sector? Do we have it all?
• Would drawing another line on the diagram help find the angle of the sector?

The angle of the sector can be found using right angle triangle trigonometry.

The angle is 41.81°.

This gives us the area of the sector as 328.37 cm 2 .

The area of the paper is 600 cm 2 .

The area of paper wasted would be 600 – 328.37 = 271.62 cm 2 .

The wasted area is 45.27% of the paper.

14) Tri-polygonometry

The diagram shows part of a regular polygon and a right angled triangle. ABC is a straight line. Find the sum of the interior angles of the polygon.

Finding the angle in the triangle at point B gives 30°. This is the exterior angle of the polygon. Dividing 360° by 30° tells us the polygon has 12 sides. Therefore, the sum of the interior angles is 1800°.

15) That’s a lot of Pi

A block of ready made pastry is a cuboid measuring 3 cm by 10 cm by 15 cm. 

Anne is making 12 pies for a charity event. For each pie, she needs to cut a circle of pastry with a diameter of 18 cm from a sheet of pastry 0.5 cm thick.

How many blocks of pastry will Anne need to buy?

The volume of one block of pastry is 450 cm 3 . 

The volume of one cylinder of pastry is 127.23 cm 3 .

12 pies will require 1526.81 cm 3 .

Dividing the volume needed by 450 gives 3.39(…). 

Rounding this up tells us that 4 pastry blocks will be needed.

16) Is it right?

A triangle has sides of (x+4) cm, (2x+6) cm and (3x-2) cm. Its perimeter is 80 cm.

Show that the triangle is right angled and find its area.

Forming an equation gives 6x+8=80

This gives us x=12 and side lengths of 16 cm, 30 cm and 34 cm.

Using Pythagoras’ Theorem

16 2 +30 2 =1156 

Therefore, the triangle is right angled.

The area of the triangle is (16 x 30) ÷ 2 = 240 cm 2 .

17) Pie chart ratio

The pie chart shows sectors for red, blue and green. 

The ratio of the angles of the red sector to the blue sector is 2:7. 

The ratio of the angles of the red sector to the green sector is 1:3. 

Find the angles of each sector of the pie chart.

Multiplying the ratio of red : green by 2, it can be written as 2:6. 

Now the colour each ratio has in common, red, has equal parts in each ratio.

The ratio of red:blue is 2:7, this means red:blue:green = 2:7:6.

Sharing 360° in this ratio gives red:blue:green = 48°:168°:144°.

18) DIY Simultaneously

Mr Jones buys 5 tins of paint and 4 rolls of decorating tape. The total cost was £167.

The next day he returns 1 unused tin of paint and 1 unused roll of tape. The refund amount is exactly the amount needed to buy a fan heater that has been reduced by 10% in a sale. The fan heater normally costs £37.50.

Find the cost of 1 tin of paint.    

The sale price of the fan heater is £33.75. This gives the simultaneous equations

p+t = 33.75 and 5 p +4 t = 167.

We only need the price of a tin of paint so multiplying the first equation by 4 and then subtracting from the second equation gives p =32. Therefore, 1 tin of paint costs £32. 

19) Triathlon pace

Jodie is competing in a Triathlon. 

A triathlon consists of a 5 km swim, a 40 km cycle and a 10 km run. 

Jodie wants to complete the triathlon in 5 hours. 

She knows she can swim at an average speed of 2.5 km/h and cycle at an average speed of 25 km/h. There are also two transition stages, in between events, which normally take 4 minutes each.

What speed must Jodie average on the final run to finish the triathlon in 5 hours?

Dividing the distances by the average speeds for each section gives times of 2 hours for the swim and 1.6 hours for the cycle, 216 minutes in total. Adding 8 minutes for the transition stages gives 224 minutes. To complete the triathlon in 5 hours, that would be 300 minutes. 300 – 224 = 76 minutes. Jodie needs to complete her 10 km run in 76 minutes, or \frac{19}{15} hours. This gives an average speed of 7.89 km/h.

20) Indices

a 2x × a y =a 3

(a 3 ) x ÷ a 4y =a 32

Find x and y .

Forming the simultaneous equations

Solving these gives

This final set of 10 questions would appear on the Higher tier only. Here we have just provided the solutions. Try asking your learners to discuss their strategies for each question.  

21) Angles in a polygon

The diagram shows part of a regular polygon.

A , B and C are vertices of the polygon. 

The size of the reflex angle ABC is 360° minus the interior angle.

Show that the sum of all of these reflex angles of the polygon will be 720° more than the sum of its interior angles.

Each of the reflex angles is 180 degrees more than the exterior angle: 180 + \frac{360}{n}

The sum of all of these angles is n (180 + \frac{360}{n} ). 

This simplifies to 180 n + 360

The sum of the interior angles is 180( n – 2) = 180 n – 360

The difference is 180 n + 360 – (180 n -360) = 720°

22) Prism and force (Non-calculator)

The diagram shows a prism with an equilateral triangle cross-section.

When the prism is placed so that its triangular face touches the surface, the prism applies a force of 12 Newtons resulting in a pressure of \frac{ \sqrt{3} }{4} N/m^{2}

Given that the prism has a volume of 384 m 3 , find the length of the prism.

Pressure = \frac{Force}{Area}

Area = 12÷ \frac{ \sqrt{3} }{4} = 16\sqrt{3} m 2

Therefore, the length of the prism is 384 ÷ 16\sqrt{3} = 8\sqrt{3} m

23) Geometric sequences (Non-calculator)

A geometric sequence has a third term of 6 and a sixth term of 14 \frac{2}{9}

Find the first term of the sequence.

The third term is ar 2 = 6

The sixth term is ar 5 = \frac{128}{9}

Diving these terms gives r 3 = \frac{64}{27}

Giving r = \frac{4}{3}

Dividing the third term twice by \frac{4}{3} gives the first term a = \frac{27}{8}

24) Printing factory

A printing factory is producing exam papers. When all 10 of its printers are working, it can produce all of the exam papers in 12 days.

For the first two days of printing, 3 of the printers are broken.

At the beginning of the third day it is discovered that 2 more printers have broken down, so the factory continues to print with the reduced amount of printers for 3 days. The broken printers are repaired and now all printers are available to print the remaining exams.

How many days in total does it take the factory to produce all of the exam papers?

If we assume one printer prints 1 exam paper per day, 10 printers would print 120 exam papers in 12 days. Listing the number printed each day for the first 5 days gives:

Day 5: 5 

This is a total of 29 exam papers.

91 exam papers are remaining with 10 printers now able to produce a total of 10 exam papers each day. 10 more days would be required to complete the job.

Therefore, 15 days in total are required.

25) Circles

The diagram shows a circle with equation x^{2}+{y}^{2}=13 .

A tangent touches the circle at point P when x=3 and y is negative.

The tangent intercepts the coordinate axes at A and B .

Find the length AB .

Using the equation  x^{2}+y^{2}=13 to find the y value for P gives y=-2 .

The gradient of the radius at this point is - \frac{2}{3} , giving a tangent gradient of \frac{3}{2} .

Using the point (3,-2) in y = \frac {3}{2} x+c gives the equation of the tangent as y = \frac {3}{2} x – \frac{13}{2}

Substituting x=0 and y=0 gives A and B as (0 , -\frac {13}{2}) and ( \frac{13}{3} , 0)

Using Pythagoras’ Theorem gives the length of AB as ( \frac{ 13\sqrt{13} }{6} ) = 7.812.

26) Circle theorems

The diagram shows a circle with centre O . Points A, B, C and D are on the circumference of the circle. 

EF is a tangent to the circle at A . 

Angle EAD = 46°

Angle FAB = 48°

Angle ADC = 78°

Find the area of ABCD to the nearest integer.

The Alternate Segment Theorem gives angle ACD as 46° and angle ACB as 48°.

Opposite angles in a cyclic quadrilateral summing to 180° gives angle ABC as 102°.

Using the sine rule to find AC will give a length of 5.899. Using the sine rule again to find BC will give a length of 3.016cm.

We can now use the area of a triangle formula to find the area of both triangles.

0.5 × 5 × 5.899 × sin (46) + 0.5 × 3.016 × 5.899 × sin (48) = 17 units 2 (to the nearest integer).

27) Quadratic function

The quadratic function f(x) = -2x^{2} + 8x +11 has a turning point at P .

Find the coordinate of the turning point after the transformation -f(x-3) .

There are two methods that could be used. We could apply the transformation to the function and then complete the square, or, we could complete the square and then apply the transformation.

Here we will do the latter.

This gives a turning point for f(x) as (2,19).

Applying -f(x-3) gives the new turning point as (5,-19).

28) Probability with fruit

A fruit bowl contains only 5 grapes and n strawberries.

A fruit is taken, eaten and then another is selected.

The probability of taking two strawberries is \frac{7}{22} .

Find the probability of taking one of each fruit. 

There are n+5 fruits altogether.

P(Strawberry then strawberry)= \frac{n}{n+5} × \frac{n-1}{n+4} = \frac{7}{22}

This gives the quadratic equation 15n^{2} - 85n - 140 = 0

This can be divided through by 5 to give 3n^{2} - 17n- 28 = 0

This factorises to (n-7)(3n + 4) = 0

n must be positive so n = 7.

The probability of taking one of each fruit is therefore, \frac{5}{12} × \frac{7}{11} + \frac {7}{12} × \frac {5}{11} = \frac {70}{132}

29) Ice cream tub volume

An ice cream tub in the shape of a prism with a trapezium cross-section has the dimensions shown. These measurements are accurate to the nearest cm.

An ice cream scoop has a diameter of 4.5 cm to the nearest millimetre and will be used to scoop out spheres of ice cream from the tub.

Using bounds find a suitable approximation to the number of ice cream scoops that can be removed from a tub that is full.

We need to find the upper and lower bounds of the two volumes. 

Upper bound tub volume = 5665.625 cm 3

Lower bound tub volume = 4729.375 cm 3

Upper bound scoop volume = 49.32 cm 3  

Lower bound scoop volume = 46.14 cm 3  

We can divide the upper bound of the ice cream tub by the lower bound of the scoop to get the maximum possible number of scoops. 

Maximum number of scoops = 122.79

Then divide the lower bound of the ice cream tub by the upper bound of the scoop to get the minimum possible number of scoops.

Minimum number of scoops  = 95.89

These both round to 100 to 1 significant figure, Therefore, 100 scoops is a suitable approximation the the number of scoops.

30) Translating graphs

 The diagram shows the graph of y = a+tan(x-b ).

The graph goes through the points (75, 3) and Q (60, q).

Find exact values of a , b and q .

The asymptote has been translated to the right by 30°. 

Therefore, b=30

So the point (45,1) has been translated to the point (75,3). 

Therefore, a=2

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Problem Solving in Mathematics Education

• Open Access
• First Online: 28 June 2016

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• Peter Liljedahl 6 ,
• Manuel Santos-Trigo 7 ,
• Uldarico Malaspina 8 &
• Regina Bruder 9  

Part of the book series: ICME-13 Topical Surveys ((ICME13TS))

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Problem solving in mathematics education has been a prominent research field that aims at understanding and relating the processes involved in solving problems to students’ development of mathematical knowledge and problem solving competencies. The accumulated knowledge and field developments include conceptual frameworks to characterize learners’ success in problem solving activities, cognitive, metacognitive, social and affective analysis, curriculum proposals, and ways to foster problem solving approaches. In the survey, four interrelated areas are reviewed: (i) the relevance of heuristics in problem solving approaches—why are they important and what research tells us about their use? (ii) the need to characterize and foster creative problem solving approaches—what type of heuristics helps learners think of and practice creative solutions? (iii) the importance for learners to formulate and pursue their own problems; and (iv) the role played by the use of both multiple purpose and ad hoc mathematical action types of technologies in problem solving activities—what ways of reasoning do learners construct when they rely on the use of digital technologies and how technology and technology approaches can be reconciled?

• Mathematical Problem
• Prospective Teacher
• Creative Process
• Digital Technology
• Mathematical Task

These keywords were added by machine and not by the authors. This process is experimental and the keywords may be updated as the learning algorithm improves.

You have full access to this open access chapter,  Download chapter PDF

Mathematical problem solving has long been seen as an important aspect of mathematics, the teaching of mathematics, and the learning of mathematics. It has infused mathematics curricula around the world with calls for the teaching of problem solving as well as the teaching of mathematics through problem solving. And as such, it has been of interest to mathematics education researchers for as long as our field has existed. More relevant, mathematical problem solving has played a part in every ICME conference, from 1969 until the forthcoming meeting in Hamburg, wherein mathematical problem solving will reside most centrally within the work of Topic Study 19: Problem Solving in Mathematics Education. This booklet is being published on the occasion of this Topic Study Group.

To this end, we have assembled four summaries looking at four distinct, yet inter-related, dimensions of mathematical problem solving. The first summary, by Regina Bruder, is a nuanced look at heuristics for problem solving. This notion of heuristics is carried into Peter Liljedahl’s summary, which looks specifically at a progression of heuristics leading towards more and more creative aspects of problem solving. This is followed by Luz Manuel Santos Trigo’s summary introducing us to problem solving in and with digital technologies. The last summary, by Uldarico Malaspina Jurado, documents the rise of problem posing within the field of mathematics education in general and the problem solving literature in particular.

Each of these summaries references in some critical and central fashion the works of George Pólya or Alan Schoenfeld. To the initiated researchers, this is no surprise. The seminal work of these researchers lie at the roots of mathematical problem solving. What is interesting, though, is the diverse ways in which each of the four aforementioned contributions draw on, and position, these works so as to fit into the larger scheme of their respective summaries. This speaks to not only the depth and breadth of these influential works, but also the diversity with which they can be interpreted and utilized in extending our thinking about problem solving.

Taken together, what follows is a topical survey of ideas representing the diversity of views and tensions inherent in a field of research that is both a means to an end and an end onto itself and is unanimously seen as central to the activities of mathematics.

1 Survey on the State-of-the-Art

1.1 role of heuristics for problem solving—regina bruder.

The origin of the word heuristic dates back to the time of Archimedes and is said to have come out of one of the famous stories told about this great mathematician and inventor. The King of Syracuse asked Archimedes to check whether his new wreath was really made of pure gold. Archimedes struggled with this task and it was not until he was at the bathhouse that he came up with the solution. As he entered the tub he noticed that he had displaced a certain amount of water. Brilliant as he was, he transferred this insight to the issue with the wreath and knew he had solved the problem. According to the legend, he jumped out of the tub and ran from the bathhouse naked screaming, “Eureka, eureka!”. Eureka and heuristic have the same root in the ancient Greek language and so it has been claimed that this is how the academic discipline of “heuristics” dealing with effective approaches to problem solving (so-called heurisms) was given its name. Pólya ( 1964 ) describes this discipline as follows:

Heuristics deals with solving tasks. Its specific goals include highlighting in general terms the reasons for selecting those moments in a problem the examination of which could help us find a solution. (p. 5)

This discipline has grown, in part, from examining the approaches to certain problems more in detail and comparing them with each other in order to abstract similarities in approach, or so-called heurisms. Pólya ( 1949 ), but also, inter alia, Engel ( 1998 ), König ( 1984 ) and Sewerin ( 1979 ) have formulated such heurisms for mathematical problem tasks. The problem tasks examined by the authors mentioned are predominantly found in the area of talent programmes, that is, they often go back to mathematics competitions.

In 1983 Zimmermann provided an overview of heuristic approaches and tools in American literature which also offered suggestions for mathematics classes. In the German-speaking countries, an approach has established itself, going back to Sewerin ( 1979 ) and König ( 1984 ), which divides school-relevant heuristic procedures into heuristic tools, strategies and principles, see also Bruder and Collet ( 2011 ).

Below is a review of the conceptual background of heuristics, followed by a description of the effect mechanisms of heurisms in problem-solving processes.

1.1.1 Research Review on the Promotion of Problem Solving

In the 20th century, there has been an advancement of research on mathematical problem solving and findings about possibilities to promote problem solving with varying priorities (c.f. Pehkonen 1991 ). Based on a model by Pólya ( 1949 ), in a first phase of research on problem solving, particularly in the 1960s and the 1970s, a series of studies on problem-solving processes placing emphasis on the importance of heuristic strategies (heurisms) in problem solving has been carried out. It was assumed that teaching and learning heuristic strategies, principles and tools would provide students with an orientation in problem situations and that this could thus improve students’ problem-solving abilities (c.f. for instance, Schoenfeld 1979 ). This approach, mostly researched within the scope of talent programmes for problem solving, was rather successful (c.f. for instance, Sewerin 1979 ). In the 1980s, requests for promotional opportunities in everyday teaching were given more and more consideration: “ problem solving must be the focus of school mathematics in the 1980s ” (NCTM 1980 ). For the teaching and learning of problem solving in regular mathematics classes, the current view according to which cognitive, heuristic aspects were paramount, was expanded by certain student-specific aspects, such as attitudes, emotions and self-regulated behaviour (c.f. Kretschmer 1983 ; Schoenfeld 1985 , 1987 , 1992 ). Kilpatrick ( 1985 ) divided the promotional approaches described in the literature into five methods which can also be combined with each other.

Osmosis : action-oriented and implicit imparting of problem-solving techniques in a beneficial learning environment

Memorisation : formation of special techniques for particular types of problem and of the relevant questioning when problem solving

Imitation : acquisition of problem-solving abilities through imitation of an expert

Cooperation : cooperative learning of problem-solving abilities in small groups

Reflection : problem-solving abilities are acquired in an action-oriented manner and through reflection on approaches to problem solving.

Kilpatrick ( 1985 ) views as success when heuristic approaches are explained to students, clarified by means of examples and trained through the presentation of problems. The need of making students aware of heuristic approaches is by now largely accepted in didactic discussions. Differences in varying approaches to promoting problem-solving abilities rather refer to deciding which problem-solving strategies or heuristics are to imparted to students and in which way, and not whether these should be imparted at all or not.

1.1.2 Heurisms as an Expression of Mental Agility

The activity theory, particularly in its advancement by Lompscher ( 1975 , 1985 ), offers a well-suited and manageable model to describe learning activities and differences between learners with regard to processes and outcomes in problem solving (c.f. Perels et al. 2005 ). Mental activity starts with a goal and the motive of a person to perform such activity. Lompscher divides actual mental activity into content and process. Whilst the content in mathematical problem-solving consists of certain concepts, connections and procedures, the process describes the psychological processes that occur when solving a problem. This course of action is described in Lompscher by various qualities, such as systematic planning, independence, accuracy, activity and agility. Along with differences in motivation and the availability of expertise, it appears that intuitive problem solvers possess a particularly high mental agility, at least with regard to certain contents areas.

According to Lompscher, “flexibility of thought” expresses itself

… by the capacity to change more or less easily from one aspect of viewing to another one or to embed one circumstance or component into different correlations, to understand the relativity of circumstances and statements. It allows to reverse relations, to more or less easily or quickly attune to new conditions of mental activity or to simultaneously mind several objects or aspects of a given activity (Lompscher 1975 , p. 36).

These typical manifestations of mental agility can be focused on in problem solving by mathematical means and can be related to the heurisms known from the analyses of approaches by Pólya et al. (c.f. also Bruder 2000 ):

Reduction : Successful problem solvers will intuitively reduce a problem to its essentials in a sensible manner. To achieve such abstraction, they often use visualisation and structuring aids, such as informative figures, tables, solution graphs or even terms. These heuristic tools are also very well suited to document in retrospect the approach adopted by the intuitive problem solvers in a way that is comprehensible for all.

Reversibility : Successful problem solvers are able to reverse trains of thought or reproduce these in reverse. They will do this in appropriate situations automatically, for instance, when looking for a key they have mislaid. A corresponding general heuristic strategy is working in reverse.

Minding of aspects : Successful problem solvers will mind several aspects of a given problem at the same time or easily recognise any dependence on things and vary them in a targeted manner. Sometimes, this is also a matter of removing barriers in favour of an idea that appears to be sustainable, that is, by simply “hanging on” to a certain train of thought even against resistance. Corresponding heurisms are, for instance, the principle of invariance, the principle of symmetry (Engel 1998 ), the breaking down or complementing of geometric figures to calculate surface areas, or certain terms used in binomial formulas.

Change of aspects : Successful problem solvers will possibly change their assumptions, criteria or aspects minded in order to find a solution. Various aspects of a given problem will be considered intuitively or the problem be viewed from a different perspective, which will prevent “getting stuck” and allow for new insights and approaches. For instance, many elementary geometric propositions can also be proved in an elegant vectorial manner.

Transferring : Successful problem solvers will be able more easily than others to transfer a well-known procedure to another, sometimes even very different context. They recognise more easily the “framework” or pattern of a given task. Here, this is about own constructions of analogies and continual tracing back from the unknown to the known.

Intuitive, that is, untrained good problem solvers, are, however, often unable to access these flexibility qualities consciously. This is why they are also often unable to explain how they actually solved a given problem.

To be able to solve problems successfully, a certain mental agility is thus required. If this is less well pronounced in a certain area, learning how to solve problems means compensating by acquiring heurisms. In this case, insufficient mental agility is partly “offset” through the application of knowledge acquired by means of heurisms. Mathematical problem-solving competences are thus acquired through the promotion of manifestations of mental agility (reduction, reversibility, minding of aspects and change of aspects). This can be achieved by designing sub-actions of problem solving in connection with a (temporarily) conscious application of suitable heurisms. Empirical evidence for the success of the active principle of heurisms has been provided by Collet ( 2009 ).

Against such background, learning how to solve problems can be established as a long-term teaching and learning process which basically encompasses four phases (Bruder and Collet 2011 ):

Intuitive familiarisation with heuristic methods and techniques.

Making aware of special heurisms by means of prominent examples (explicit strategy acquisition).

Short conscious practice phase to use the newly acquired heurisms with differentiated task difficulties.

Expanding the context of the strategies applied.

In the first phase, students are familiarised with heurisms intuitively by means of targeted aid impulses and questions (what helped us solve this problem?) which in the following phase are substantiated on the basis of model tasks, are given names and are thus made aware of their existence. The third phase serves the purpose of a certain familiarisation with the new heurisms and the experience of competence through individualised practising at different requirement levels, including in the form of homework over longer periods. A fourth and delayed fourth phase aims at more flexibility through the transfer to other contents and contexts and the increasingly intuitive use of the newly acquired heurisms, so that students can enrich their own problem-solving models in a gradual manner. The second and third phases build upon each other in close chronological order, whilst the first phase should be used in class at all times.

All heurisms can basically be described in an action-oriented manner by means of asking the right questions. The way of asking questions can thus also establish a certain kind of personal relation. Even if the teacher presents and suggests the line of basic questions with a prototypical wording each time, students should always be given the opportunity to find “their” wording for the respective heurism and take a note of it for themselves. A possible key question for the use of a heuristic tool would be: How to illustrate and structure the problem or how to present it in a different way?

Unfortunately, for many students, applying heuristic approaches to problem solving will not ensue automatically but will require appropriate early and long-term promoting. The results of current studies, where promotion approaches to problem solving are connected with self-regulation and metacognitive aspects, demonstrate certain positive effects of such combination on students. This field of research includes, for instance, studies by Lester et al. ( 1989 ), Verschaffel et al. ( 1999 ), the studies on teaching method IMPROVE by Mevarech and Kramarski ( 1997 , 2003 ) and also the evaluation of a teaching concept on learning how to solve problems by the gradual conscious acquisition of heurisms by Collet and Bruder ( 2008 ).

1.2 Creative Problem Solving—Peter Liljedahl

There is a tension between the aforementioned story of Archimedes and the heuristics presented in the previous section. Archimedes, when submersing himself in the tub and suddenly seeing the solution to his problem, wasn’t relying on osmosis, memorisation, imitation, cooperation, or reflection (Kilpatrick 1985 ). He wasn’t drawing on reduction, reversibility, minding of aspects, change of aspect, or transfer (Bruder 2000 ). Archimedes was stuck and it was only, in fact, through insight and sudden illumination that he managed to solve his problem. In short, Archimedes was faced with a problem that the aforementioned heuristics, and their kind, would not help him to solve.

According to some, such a scenario is the definition of a problem. For example, Resnick and Glaser ( 1976 ) define a problem as being something that you do not have the experience to solve. Mathematicians, in general, agree with this (Liljedahl 2008 ).

Any problem in which you can see how to attack it by deliberate effort, is a routine problem, and cannot be an important discover. You must try and fail by deliberate efforts, and then rely on a sudden inspiration or intuition or if you prefer to call it luck. (Dan Kleitman, participant cited in Liljedahl 2008 , p. 19).

Problems, then, are tasks that cannot be solved by direct effort and will require some creative insight to solve (Liljedahl 2008 ; Mason et al. 1982 ; Pólya 1965 ).

1.2.1 A History of Creativity in Mathematics Education

In 1902, the first half of what eventually came to be a 30 question survey was published in the pages of L’Enseignement Mathématique , the journal of the French Mathematical Society. The authors, Édouard Claparède and Théodore Flournoy, were two Swiss psychologists who were deeply interested in the topics of mathematical discovery, creativity and invention. Their hope was that a widespread appeal to mathematicians at large would incite enough responses for them to begin to formulate some theories about this topic. The first half of the survey centered on the reasons for becoming a mathematician (family history, educational influences, social environment, etc.), attitudes about everyday life, and hobbies. This was eventually followed, in 1904, by the publication of the second half of the survey pertaining, in particular, to mental images during periods of creative work. The responses were sorted according to nationality and published in 1908.

During this same period Henri Poincaré (1854–1912), one of the most noteworthy mathematicians of the time, had already laid much of the groundwork for his own pursuit of this same topic and in 1908 gave a presentation to the French Psychological Society in Paris entitled L’Invention mathématique —often mistranslated to Mathematical Creativity Footnote 1 (c.f. Poincaré 1952 ). At the time of the presentation Poincaré stated that he was aware of Claparède and Flournoy’s work, as well as their results, but expressed that they would only confirm his own findings. Poincaré’s presentation, as well as the essay it spawned, stands to this day as one of the most insightful, and thorough treatments of the topic of mathematical discovery, creativity, and invention.

Just at this time, I left Caen, where I was living, to go on a geological excursion under the auspices of the School of Mines. The incident of the travel made me forget my mathematical work. Having reached Coutances, we entered an omnibus to go some place or other. At the moment when I put my foot on the step, the idea came to me, without anything in my former thoughts seeming to have paved the way for it, that the transformations I had used to define the Fuschian functions were identical with those of non-Euclidean geometry. I did not verify the idea; I should not have had the time, as, upon taking my seat in the omnibus, I went on with the conversation already commenced, but I felt a perfect certainty. On my return to Caen, for conscience’ sake, I verified the results at my leisure. (Poincaré 1952 , p. 53)

So powerful was his presentation, and so deep were his insights into his acts of invention and discovery that it could be said that he not so much described the characteristics of mathematical creativity, as defined them. From that point forth mathematical creativity, or even creativity in general, has not been discussed seriously without mention of Poincaré’s name.

Inspired by this presentation, Jacques Hadamard (1865–1963), a contemporary and a friend of Poincaré’s, began his own empirical investigation into this fascinating phenomenon. Hadamard had been critical of Claparède and Flournoy’s work in that they had not adequately treated the topic on two fronts. As exhaustive as the survey appeared to be, Hadamard felt that it failed to ask some key questions—the most important of which was with regard to the reason for failures in the creation of mathematics. This seemingly innocuous oversight, however, led directly to his second and “most important criticism” (Hadamard 1945 ). He felt that only “first-rate men would dare to speak of” (p. 10) such failures. So, inspired by his good friend Poincaré’s treatment of the subject Hadamard retooled the survey and gave it to friends of his for consideration—mathematicians such as Henri Poincaré and Albert Einstein, whose prominence were beyond reproach. Ironically, the new survey did not contain any questions that explicitly dealt with failure. In 1943 Hadamard gave a series of lectures on mathematical invention at the École Libre des Hautes Études in New York City. These talks were subsequently published as The Psychology of Mathematical Invention in the Mathematical Field (Hadameard 1945 ).

Hadamard’s classic work treats the subject of invention at the crossroads of mathematics and psychology. It provides not only an entertaining look at the eccentric nature of mathematicians and their rituals, but also outlines the beliefs of mid twentieth-century mathematicians about the means by which they arrive at new mathematics. It is an extensive exploration and extended argument for the existence of unconscious mental processes. In essence, Hadamard took the ideas that Poincaré had posed and, borrowing a conceptual framework for the characterization of the creative process from the Gestaltists of the time (Wallas 1926 ), turned them into a stage theory. This theory still stands as the most viable and reasonable description of the process of mathematical creativity.

1.2.2 Defining Mathematical Creativity

The phenomena of mathematical creativity, although marked by sudden illumination, actually consist of four separate stages stretched out over time, of which illumination is but one stage. These stages are initiation, incubation, illumination, and verification (Hadamard 1945 ). The first of these stages, the initiation phase, consists of deliberate and conscious work. This would constitute a person’s voluntary, and seemingly fruitless, engagement with a problem and be characterized by an attempt to solve the problem by trolling through a repertoire of past experiences. This is an important part of the inventive process because it creates the tension of unresolved effort that sets up the conditions necessary for the ensuing emotional release at the moment of illumination (Hadamard 1945 ; Poincaré 1952 ).

Following the initiation stage the solver, unable to come up with a solution stops working on the problem at a conscious level and begins to work on it at an unconscious level (Hadamard 1945 ; Poincaré 1952 ). This is referred to as the incubation stage of the inventive process and can last anywhere from several minutes to several years. After the period of incubation a rapid coming to mind of a solution, referred to as illumination , may occur. This is accompanied by a feeling of certainty and positive emotions (Poincaré 1952 ). Although the processes of incubation and illumination are shrouded behind the veil of the unconscious there are a number of things that can be deduced about them. First and foremost is the fact that unconscious work does, indeed, occur. Poincaré ( 1952 ), as well as Hadamard ( 1945 ), use the very real experience of illumination, a phenomenon that cannot be denied, as evidence of unconscious work, the fruits of which appear in the flash of illumination. No other theory seems viable in explaining the sudden appearance of solution during a walk, a shower, a conversation, upon waking, or at the instance of turning the conscious mind back to the problem after a period of rest (Poincaré 1952 ). Also deducible is that unconscious work is inextricably linked to the conscious and intentional effort that precedes it.

There is another remark to be made about the conditions of this unconscious work: it is possible, and of a certainty it is only fruitful, if it is on the one hand preceded and on the other hand followed by a period of conscious work. These sudden inspirations never happen except after some days of voluntary effort which has appeared absolutely fruitless and whence nothing good seems to have come … (Poincaré 1952 , p. 56)

Hence, the fruitless efforts of the initiation phase are only seemingly so. They not only set up the aforementioned tension responsible for the emotional release at the time of illumination, but also create the conditions necessary for the process to enter into the incubation phase.

Illumination is the manifestation of a bridging that occurs between the unconscious mind and the conscious mind (Poincaré 1952 ), a coming to (conscious) mind of an idea or solution. What brings the idea forward to consciousness is unclear, however. There are theories of the aesthetic qualities of the idea, effective surprise/shock of recognition, fluency of processing, or breaking functional fixedness. For reasons of brevity I will only expand on the first of these.

Poincaré proposed that ideas that were stimulated during initiation remained stimulated during incubation. However, freed from the constraints of conscious thought and deliberate calculation, these ideas would begin to come together in rapid and random unions so that “their mutual impacts may produce new combinations” (Poincaré 1952 ). These new combinations, or ideas, would then be evaluated for viability using an aesthetic sieve, which allows through to the conscious mind only the “right combinations” (Poincaré 1952 ). It is important to note, however, that good or aesthetic does not necessarily mean correct. Correctness is evaluated during the verification stage.

The purpose of verification is not only to check for correctness. It is also a method by which the solver re-engages with the problem at the level of details. That is, during the unconscious work the problem is engaged with at the level of ideas and concepts. During verification the solver can examine these ideas in closer details. Poincaré succinctly describes both of these purposes.

As for the calculations, themselves, they must be made in the second period of conscious work, that which follows the inspiration, that in which one verifies the results of this inspiration and deduces their consequences. (Poincaré 1952 , p. 62)

Aside from presenting this aforementioned theory on invention, Hadamard also engaged in a far-reaching discussion on a number of interesting, and sometimes quirky, aspects of invention and discovery that he had culled from the results of his empirical study, as well as from pertinent literature. This discussion was nicely summarized by Newman ( 2000 ) in his commentary on the elusiveness of invention.

The celebrated phrenologist Gall said mathematical ability showed itself in a bump on the head, the location of which he specified. The psychologist Souriau, we are told, maintained that invention occurs by “pure chance”, a valuable theory. It is often suggested that creative ideas are conjured up in “mathematical dreams”, but this attractive hypothesis has not been verified. Hadamard reports that mathematicians were asked whether “noises” or “meteorological circumstances” helped or hindered research [..] Claude Bernard, the great physiologist, said that in order to invent “one must think aside”. Hadamard says this is a profound insight; he also considers whether scientific invention may perhaps be improved by standing or sitting or by taking two baths in a row. Helmholtz and Poincaré worked sitting at a table; Hadamard’s practice is to pace the room (“Legs are the wheels of thought”, said Emile Angier); the chemist J. Teeple was the two-bath man. (p. 2039)

1.2.3 Discourses on Creativity

Creativity is a term that can be used both loosely and precisely. That is, while there exists a common usage of the term there also exists a tradition of academic discourse on the subject. A common usage of creative refers to a process or a person whose products are original, novel, unusual, or even abnormal (Csíkszentmihályi 1996 ). In such a usage, creativity is assessed on the basis of the external and observable products of the process, the process by which the product comes to be, or on the character traits of the person doing the ‘creating’. Each of these usages—product, process, person—is the roots of the discourses (Liljedahl and Allan 2014 ) that I summarize here, the first of which concerns products.

Consider a mother who states that her daughter is creative because she drew an original picture. The basis of such a statement can lie either in the fact that the picture is unlike any the mother has ever seen or unlike any her daughter has ever drawn before. This mother is assessing creativity on the basis of what her daughter has produced. However, the standards that form the basis of her assessment are neither consistent nor stringent. There does not exist a universal agreement as to what she is comparing the picture to (pictures by other children or other pictures by the same child). Likewise, there is no standard by which the actual quality of the picture is measured. The academic discourse that concerns assessment of products, on the other hand, is both consistent and stringent (Csíkszentmihályi 1996 ). This discourse concerns itself more with a fifth, and as yet unmentioned, stage of the creative process; elaboration . Elaboration is where inspiration becomes perspiration (Csíkszentmihályi 1996 ). It is the act of turning a good idea into a finished product, and the finished product is ultimately what determines the creativity of the process that spawned it—that is, it cannot be a creative process if nothing is created. In particular, this discourse demands that the product be assessed against other products within its field, by the members of that field, to determine if it is original AND useful (Csíkszentmihályi 1996 ; Bailin 1994 ). If it is, then the product is deemed to be creative. Note that such a use of assessment of end product pays very little attention to the actual process that brings this product forth.

The second discourse concerns the creative process. The literature pertaining to this can be separated into two categories—a prescriptive discussion of the creativity process and a descriptive discussion of the creativity process. Although both of these discussions have their roots in the four stages that Wallas ( 1926 ) proposed makes up the creative process, they make use of these stages in very different ways. The prescriptive discussion of the creative process is primarily focused on the first of the four stages, initiation , and is best summarized as a cause - and - effect discussion of creativity, where the thinking processes during the initiation stage are the cause and the creative outcome are the effects (Ghiselin 1952 ). Some of the literature claims that the seeds of creativity lie in being able to think about a problem or situation analogically. Other literature claims that utilizing specific thinking tools such as imagination, empathy, and embodiment will lead to creative products. In all of these cases, the underlying theory is that the eventual presentation of a creative idea will be precipitated by the conscious and deliberate efforts during the initiation stage. On the other hand, the literature pertaining to a descriptive discussion of the creative process is inclusive of all four stages (Kneller 1965 ; Koestler 1964 ). For example, Csíkszentmihályi ( 1996 ), in his work on flow attends to each of the stages, with much attention paid to the fluid area between conscious and unconscious work, or initiation and incubation. His claim is that the creative process is intimately connected to the enjoyment that exists during times of sincere and consuming engagement with a situation, the conditions of which he describes in great detail.

The third, and final, discourse on creativity pertains to the person. This discourse is space dominated by two distinct characteristics, habit and genius. Habit has to do with the personal habits as well as the habits of mind of people that have been deemed to be creative. However, creative people are most easily identified through their reputation for genius. Consequently, this discourse is often dominated by the analyses of the habits of geniuses as is seen in the work of Ghiselin ( 1952 ), Koestler ( 1964 ), and Kneller ( 1965 ) who draw on historical personalities such as Albert Einstein, Henri Poincaré, Vincent Van Gogh, D.H. Lawrence, Samuel Taylor Coleridge, Igor Stravinsky, and Wolfgang Amadeus Mozart to name a few. The result of this sort of treatment is that creative acts are viewed as rare mental feats, which are produced by extraordinary individuals who use extraordinary thought processes.

These different discourses on creativity can be summed up in a tension between absolutist and relativist perspectives on creativity (Liljedahl and Sriraman 2006 ). An absolutist perspective assumes that creative processes are the domain of genius and are present only as precursors to the creation of remarkably useful and universally novel products. The relativist perspective, on the other hand, allows for every individual to have moments of creativity that may, or may not, result in the creation of a product that may, or may not, be either useful or novel.

Between the work of a student who tries to solve a problem in geometry or algebra and a work of invention, one can say there is only a difference of degree. (Hadamard 1945 , p. 104).

Regardless of discourse, however, creativity is not “part of the theories of logical forms” (Dewey 1938 ). That is, creativity is not representative of the lock-step logic and deductive reasoning that mathematical problem solving is often presumed to embody (Bibby 2002 ; Burton 1999 ). Couple this with the aforementioned demanding constraints as to what constitutes a problem, where then does that leave problem solving heuristics? More specifically, are there creative problem solving heuristics that will allow us to resolve problems that require illumination to solve? The short answer to this question is yes—there does exist such problem solving heuristics. To understand these, however, we must first understand the routine problem solving heuristics they are built upon. In what follows, I walk through the work of key authors and researchers whose work offers us insights into progressively more creative problem solving heuristics for solving true problems.

1.2.4 Problem Solving by Design

In a general sense, design is defined as the algorithmic and deductive approach to solving a problem (Rusbult 2000 ). This process begins with a clearly defined goal or objective after which there is a great reliance on relevant past experience, referred to as repertoire (Bruner 1964 ; Schön 1987 ), to produce possible options that will lead towards a solution of the problem (Poincaré 1952 ). These options are then examined through a process of conscious evaluations (Dewey 1933 ) to determine their suitability for advancing the problem towards the final goal. In very simple terms, problem solving by design is the process of deducing the solution from that which is already known.

Mayer ( 1982 ), Schoenfeld ( 1982 ), and Silver ( 1982 ) state that prior knowledge is a key element in the problem solving process. Prior knowledge influences the problem solver’s understanding of the problem as well as the choice of strategies that will be called upon in trying to solve the problem. In fact, prior knowledge and prior experiences is all that a solver has to draw on when first attacking a problem. As a result, all problem solving heuristics incorporate this resource of past experiences and prior knowledge into their initial attack on a problem. Some heuristics refine these ideas, and some heuristics extend them (c.f. Kilpatrick 1985 ; Bruder 2000 ). Of the heuristics that refine, none is more influential than the one created by George Pólya (1887–1985).

1.2.5 George Pólya: How to Solve It

In his book How to Solve It (1949) Pólya lays out a problem solving heuristic that relies heavily on a repertoire of past experience. He summarizes the four-step process of his heuristic as follows:

Understanding the Problem

First. You have to understand the problem.

What is the unknown? What are the data? What is the condition?

Is it possible to satisfy the condition? Is the condition sufficient to determine the unknown? Or is it insufficient? Or redundant? Or contradictory?

Draw a figure. Introduce suitable notation.

Separate the various parts of the condition. Can you write them down?

Devising a Plan

Second. Find the connection between the data and the unknown. You may be obliged to consider auxiliary problems if an immediate connection cannot be found. You should obtain eventually a plan of the solution.

Have you seen it before? Or have you seen the same problem in a slightly different form?

Do you know a related problem? Do you know a theorem that could be useful?

Look at the unknown! And try to think of a familiar problem having the same or a similar unknown.

Here is a problem related to yours and solved before. Could you use it? Could you use its result? Could you use its method? Should you introduce some auxiliary element in order to make its use possible?

Could you restate the problem? Could you restate it still differently? Go back to definitions.

If you cannot solve the proposed problem try to solve first some related problem. Could you imagine a more accessible related problem? A more general problem? A more special problem? An analogous problem? Could you solve a part of the problem? Keep only a part of the condition, drop the other part; how far is the unknown then determined, how can it vary? Could you derive something useful from the data? Could you think of other data appropriate to determine the unknown? Could you change the unknown or data, or both if necessary, so that the new unknown and the new data are nearer to each other?

Did you use all the data? Did you use the whole condition? Have you taken into account all essential notions involved in the problem?

Carrying Out the Plan

Third. Carry out your plan.

Carrying out your plan of the solution, check each step. Can you see clearly that the step is correct? Can you prove that it is correct?

Looking Back

Fourth. Examine the solution obtained.

Can you check the result? Can you check the argument?

Can you derive the solution differently? Can you see it at a glance?

Can you use the result, or the method, for some other problem?

The emphasis on auxiliary problems, related problems, and analogous problems that are, in themselves, also familiar problems is an explicit manifestation of relying on a repertoire of past experience. This use of familiar problems also requires an ability to deduce from these related problems a recognizable and relevant attribute that will transfer to the problem at hand. The mechanism that allows for this transfer of knowledge between analogous problems is known as analogical reasoning (English 1997 , 1998 ; Novick 1988 , 1990 , 1995 ; Novick and Holyoak 1991 ) and has been shown to be an effective, but not always accessible, thinking strategy.

Step four in Pólya’s heuristic, looking back, is also a manifestation of utilizing prior knowledge to solve problems, albeit an implicit one. Looking back makes connections “in memory to previously acquired knowledge [..] and further establishes knowledge in long-term memory that may be elaborated in later problem-solving encounters” (Silver 1982 , p. 20). That is, looking back is a forward-looking investment into future problem solving encounters, it sets up connections that may later be needed.

Pólya’s heuristic is a refinement on the principles of problem solving by design. It not only makes explicit the focus on past experiences and prior knowledge, but also presents these ideas in a very succinct, digestible, and teachable manner. This heuristic has become a popular, if not the most popular, mechanism by which problem solving is taught and learned.

1.2.6 Alan Schoenfeld: Mathematical Problem Solving

The work of Alan Schoenfeld is also a refinement on the principles of problem solving by design. However, unlike Pólya ( 1949 ) who refined these principles at a theoretical level, Schoenfeld has refined them at a practical and empirical level. In addition to studying taught problem solving strategies he has also managed to identify and classify a variety of strategies, mostly ineffectual, that students invoke naturally (Schoenfeld 1985 , 1992 ). In so doing, he has created a better understanding of how students solve problems, as well as a better understanding of how problems should be solved and how problem solving should be taught.

For Schoenfeld, the problem solving process is ultimately a dialogue between the problem solver’s prior knowledge, his attempts, and his thoughts along the way (Schoenfeld 1982 ). As such, the solution path of a problem is an emerging and contextually dependent process. This is a departure from the predefined and contextually independent processes of Pólya’s ( 1949 ) heuristics. This can be seen in Schoenfeld’s ( 1982 ) description of a good problem solver.

To examine what accounts for expertise in problem solving, you would have to give the expert a problem for which he does not have access to a solution schema. His behavior in such circumstances is radically different from what you would see when he works on routine or familiar “non-routine” problems. On the surface his performance is no longer proficient; it may even seem clumsy. Without access to a solution schema, he has no clear indication of how to start. He may not fully understand the problem, and may simply “explore it for a while until he feels comfortable with it. He will probably try to “match” it to familiar problems, in the hope it can be transformed into a (nearly) schema-driven solution. He will bring up a variety of plausible things: related facts, related problems, tentative approaches, etc. All of these will have to be juggled and balanced. He may make an attempt solving it in a particular way, and then back off. He may try two or three things for a couple of minutes and then decide which to pursue. In the midst of pursuing one direction he may go back and say “that’s harder than it should be” and try something else. Or, after the comment, he may continue in the same direction. With luck, after some aborted attempts, he will solve the problem. (p. 32-33)

Aside from demonstrating the emergent nature of the problem solving process, this passage also brings forth two consequences of Schoenfeld’s work. The first of these is the existence of problems for which the solver does not have “access to a solution schema”. Unlike Pólya ( 1949 ), who’s heuristic is a ‘one size fits all (problems)’ heuristic, Schoenfeld acknowledges that problem solving heuristics are, in fact, personal entities that are dependent on the solver’s prior knowledge as well as their understanding of the problem at hand. Hence, the problems that a person can solve through his or her personal heuristic are finite and limited.

The second consequence that emerges from the above passage is that if a person lacks the solution schema to solve a given problem s/he may still solve the problem with the help of luck . This is an acknowledgement, if only indirectly so, of the difference between problem solving in an intentional and mechanical fashion verses problem solving in a more creative fashion, which is neither intentional nor mechanical (Pehkonen 1997 ).

1.2.7 David Perkins: Breakthrough Thinking

As mentioned, many consider a problem that can be solved by intentional and mechanical means to not be worthy of the title ‘problem’. As such, a repertoire of past experiences sufficient for dealing with such a ‘problem’ would disqualify it from the ranks of ‘problems’ and relegate it to that of ‘exercises’. For a problem to be classified as a ‘problem’, then, it must be ‘problematic’. Although such an argument is circular it is also effective in expressing the ontology of mathematical ‘problems’.

Perkins ( 2000 ) also requires problems to be problematic. His book Archimedes’ Bathtub: The Art and Logic of Breakthrough Thinking (2000) deals with situations in which the solver has gotten stuck and no amount of intentional or mechanical adherence to the principles of past experience and prior knowledge is going to get them unstuck. That is, he deals with problems that, by definition, cannot be solved through a process of design [or through the heuristics proposed by Pólya ( 1949 ) and Schoenfeld ( 1985 )]. Instead, the solver must rely on the extra-logical process of what Perkins ( 2000 ) calls breakthrough thinking .

Perkins ( 2000 ) begins by distinguishing between reasonable and unreasonable problems. Although both are solvable, only reasonable problems are solvable through reasoning. Unreasonable problems require a breakthrough in order to solve them. The problem, however, is itself inert. It is neither reasonable nor unreasonable. That quality is brought to the problem by the solver. That is, if a student cannot solve a problem by direct effort then that problem is deemed to be unreasonable for that student. Perkins ( 2000 ) also acknowledges that what is an unreasonable problem for one person is a perfectly reasonable problem for another person; reasonableness is dependent on the person.

This is not to say that, once found, the solution cannot be seen as accessible through reason. During the actual process of solving, however, direct and deductive reasoning does not work. Perkins ( 2000 ) uses several classic examples to demonstrate this, the most famous being the problem of connecting nine dots in a 3 × 3 array with four straight lines without removing pencil from paper, the solution to which is presented in Fig.  1 .

Nine dots—four lines problem and solution

To solve this problem, Perkins ( 2000 ) claims that the solver must recognize that the constraint of staying within the square created by the 3 × 3 array is a self-imposed constraint. He further claims that until this is recognized no amount of reasoning is going to solve the problem. That is, at this point in the problem solving process the problem is unreasonable. However, once this self-imposed constraint is recognized the problem, and the solution, are perfectly reasonable. Thus, the solution of an, initially, unreasonable problem is reasonable.

The problem solving heuristic that Perkins ( 2000 ) has constructed to deal with solvable, but unreasonable, problems revolves around the idea of breakthrough thinking and what he calls breakthrough problems . A breakthrough problem is a solvable problem in which the solver has gotten stuck and will require an AHA! to get unstuck and solve the problem. Perkins ( 2000 ) poses that there are only four types of solvable unreasonable problems, which he has named wilderness of possibilities , the clueless plateau , narrow canyon of exploration , and oasis of false promise . The names for the first three of these types of problems are related to the Klondike gold rush in Alaska, a time and place in which gold was found more by luck than by direct and systematic searching.

The wilderness of possibilities is a term given to a problem that has many tempting directions but few actual solutions. This is akin to a prospector searching for gold in the Klondike. There is a great wilderness in which to search, but very little gold to be found. The clueless plateau is given to problems that present the solver with few, if any, clues as to how to solve it. The narrow canyon of exploration is used to describe a problem that has become constrained in such a way that no solution now exists. The nine-dot problem presented above is such a problem. The imposed constraint that the lines must lie within the square created by the array makes a solution impossible. This is identical to the metaphor of a prospector searching for gold within a canyon where no gold exists. The final type of problem gets its name from the desert. An oasis of false promise is a problem that allows the solver to quickly get a solution that is close to the desired outcome; thereby tempting them to remain fixed on the strategy that they used to get this almost-answer. The problem is, that like the canyon, the solution does not exist at the oasis; the solution strategy that produced an almost-answer is incapable of producing a complete answer. Likewise, a desert oasis is a false promise in that it is only a reprieve from the desolation of the dessert and not a final destination.

Believing that there are only four ways to get stuck, Perkins ( 2000 ) has designed a problem solving heuristic that will “up the chances” of getting unstuck. This heuristic is based on what he refers to as “the logic of lucking out” (p. 44) and is built on the idea of introspection. By first recognizing that they are stuck, and then recognizing that the reason they are stuck can only be attributed to one of four reasons, the solver can access four strategies for getting unstuck, one each for the type of problem they are dealing with. If the reason they are stuck is because they are faced with a wilderness of possibilities they are to begin roaming far, wide, and systematically in the hope of reducing the possible solution space to one that is more manageable. If they find themselves on a clueless plateau they are to begin looking for clues, often in the wording of the problem. When stuck in a narrow canyon of possibilities they need to re-examine the problem and see if they have imposed any constraints. Finally, when in an oasis of false promise they need to re-attack the problem in such a way that they stay away from the oasis.

Of course, there are nuances and details associated with each of these types of problems and the strategies for dealing with them. However, nowhere within these details is there mention of the main difficulty inherent in introspection; that it is much easier for the solver to get stuck than it is for them to recognize that they are stuck. Once recognized, however, the details of Perkins’ ( 2000 ) heuristic offer the solver some ways for recognizing why they are stuck.

1.2.8 John Mason, Leone Burton, and Kaye Stacey: Thinking Mathematically

The work of Mason et al. in their book Thinking Mathematically ( 1982 ) also recognizes the fact that for each individual there exists problems that will not yield to their intentional and mechanical attack. The heuristic that they present for dealing with this has two main processes with a number of smaller phases, rubrics, and states. The main processes are what they refer to as specializing and generalizing. Specializing is the process of getting to know the problem and how it behaves through the examination of special instances of the problem. This process is synonymous with problem solving by design and involves the repeated oscillation between the entry and attack phases of Mason et al. ( 1982 ) heuristic. The entry phase is comprised of ‘getting started’ and ‘getting involved’ with the problem by using what is immediately known about it. Attacking the problem involves conjecturing and testing a number of hypotheses in an attempt to gain greater understanding of the problem and to move towards a solution.

At some point within this process of oscillating between entry and attack the solver will get stuck, which Mason et al. ( 1982 ) refer to as “an honourable and positive state, from which much can be learned” (p. 55). The authors dedicate an entire chapter to this state in which they acknowledge that getting stuck occurs long before an awareness of being stuck develops. They proposes that the first step to dealing with being stuck is the simple act of writing STUCK!

The act of expressing my feelings helps to distance me from my state of being stuck. It frees me from incapacitating emotions and reminds me of actions that I can take. (p. 56)

The next step is to reengage the problem by examining the details of what is known, what is wanted, what can be introduced into the problem, and what has been introduced into the problem (imposed assumptions). This process is engaged in until an AHA!, which advances the problem towards a solution, is encountered. If, at this point, the problem is not completely solved the oscillation is then resumed.

At some point in this process an attack on the problem will yield a solution and generalizing can begin. Generalizing is the process by which the specifics of a solution are examined and questions as to why it worked are investigated. This process is synonymous with the verification and elaboration stages of invention and creativity. Generalization may also include a phase of review that is similar to Pólya’s ( 1949 ) looking back.

1.2.9 Gestalt: The Psychology of Problem Solving

The Gestalt psychology of learning believes that all learning is based on insights (Koestler 1964 ). This psychology emerged as a response to behaviourism, which claimed that all learning was a response to external stimuli. Gestalt psychologists, on the other hand, believed that there was a cognitive process involved in learning as well. With regards to problem solving, the Gestalt school stands firm on the belief that problem solving, like learning, is a product of insight and as such, cannot be taught. In fact, the theory is that not only can problem solving not be taught, but also that attempting to adhere to any sort of heuristic will impede the working out of a correct solution (Krutestkii 1976 ). Thus, there exists no Gestalt problem solving heuristic. Instead, the practice is to focus on the problem and the solution rather than on the process of coming up with a solution. Problems are solved by turning them over and over in the mind until an insight, a viable avenue of attack, presents itself. At the same time, however, there is a great reliance on prior knowledge and past experiences. The Gestalt method of problem solving, then, is at the same time very different and very similar to the process of design.

Gestalt psychology has not fared well during the evolution of cognitive psychology. Although it honours the work of the unconscious mind it does so at the expense of practicality. If learning is, indeed, entirely based on insight then there is little point in continuing to study learning. “When one begins by assuming that the most important cognitive phenomena are inaccessible, there really is not much left to talk about” (Schoenfeld 1985 , p. 273). However, of interest here is the Gestalt psychologists’ claim that focus on problem solving methods creates functional fixedness (Ashcraft 1989 ). Mason et al. ( 1982 ), as well as Perkins ( 2000 ) deal with this in their work on getting unstuck.

1.2.10 Final Comments

Mathematics has often been characterized as the most precise of all sciences. Lost in such a misconception is the fact that mathematics often has its roots in the fires of creativity, being born of the extra-logical processes of illumination and intuition. Problem solving heuristics that are based solely on the processes of logical and deductive reasoning distort the true nature of problem solving. Certainly, there are problems in which logical deductive reasoning is sufficient for finding a solution. But these are not true problems. True problems need the extra-logical processes of creativity, insight, and illumination, in order to produce solutions.

Fortunately, as elusive as such processes are, there does exist problem solving heuristics that incorporate them into their strategies. Heuristics such as those by Perkins ( 2000 ) and Mason et al. ( 1982 ) have found a way of combining the intentional and mechanical processes of problem solving by design with the extra-logical processes of creativity, illumination, and the AHA!. Furthermore, they have managed to do so without having to fully comprehend the inner workings of this mysterious process.

1.3 Digital Technologies and Mathematical Problem Solving—Luz Manuel Santos-Trigo

Mathematical problem solving is a field of research that focuses on analysing the extent to which problem solving activities play a crucial role in learners’ understanding and use of mathematical knowledge. Mathematical problems are central in mathematical practice to develop the discipline and to foster students learning (Pólya 1945 ; Halmos 1994 ). Mason and Johnston-Wilder ( 2006 ) pointed out that “The purpose of a task is to initiate mathematically fruitful activity that leads to a transformation in what learners are sensitized to notice and competent to carry out” (p. 25). Tasks are essential for learners to elicit their ideas and to engage them in mathematical thinking. In a problem solving approach, what matters is the learners’ goals and ways to interact with the tasks. That is, even routine tasks can be a departure point for learners to extend initial conditions and transform them into some challenging activities.

Thus, analysing and characterizing ways in which mathematical problems are formulated (Singer et al. 2015 ) and the process involved in pursuing and solving those problems generate important information to frame and structure learning environments to guide and foster learners’ construction of mathematical concepts and problem solving competences (Santos-Trigo 2014 ). Furthermore, mathematicians or discipline practitioners have often been interested in unveiling and sharing their own experience while developing the discipline. As a results, they have provided valuable information to characterize mathematical practices and their relations to what learning processes of the discipline entails. It is recognized that the work of Pólya ( 1945 ) offered not only bases to launch several research programs in problem solving (Schoenfeld 1992 ; Mason et al. 1982 ); but also it became an essential resource for teachers to orient and structure their mathematical lessons (Krulik and Reys 1980 ).

1.3.1 Research Agenda

A salient feature of a problem solving approach to learn mathematics is that teachers and students develop and apply an enquiry or inquisitive method to delve into mathematical concepts and tasks. How are mathematical problems or concepts formulated? What types of problems are important for teachers/learners to discuss and engage in mathematical reasoning? What mathematical processes and ways of reasoning are involved in understanding mathematical concepts and solving problems? What are the features that distinguish an instructional environment that fosters problem-solving activities? How can learners’ problem solving competencies be assessed? How can learners’ problem solving competencies be characterized and explained? How can learners use digital technologies to understand mathematics and to develop problem-solving competencies? What ways of reasoning do learners construct when they use digital technologies in problem solving approaches? These types of questions have been important in the problem solving research agenda and delving into them has led researchers to generate information and results to support and frame curriculum proposals and learning scenarios. The purpose of this section is to present and discuss important themes that emerged in problem solving approaches that rely on the systematic use of several digital technologies.

In the last 40 years, the accumulated knowledge in the problem solving field has shed lights on both a characterization of what mathematical thinking involves and how learners can construct a robust knowledge in problem solving environments (Schoenfeld 1992 ). In this process, the field has contributed to identify what types of transformations traditional learning scenarios might consider when teachers and students incorporate the use of digital technologies in mathematical classrooms. In this context, it is important to briefly review what main themes and developments the field has addressed and achieved during the last 40 years.

1.3.2 Problem Solving Developments

There are traces of mathematical problems and solutions throughout the history of civilization that explain the humankind interest for identifying and exploring mathematical relations (Kline 1972 ). Pólya ( 1945 ) reflects on his own practice as a mathematician to characterize the process of solving mathematical problems through four main phases: Understanding the problem, devising a plan, carrying out the plan, and looking back. Likewise, Pólya ( 1945 ) presents and discusses the role played by heuristic methods throughout all problem solving phases. Schoenfeld ( 1985 ) presents a problem solving research program based on Pólya’s ( 1945 ) ideas to investigate the extent to which problem solving heuristics help university students to solve mathematical problems and to develop a way of thinking that shows consistently features of mathematical practices. As a result, he explains the learners’ success or failure in problem solving activities can be characterized in terms their mathematical resources and ways to access them, cognitive and metacognitive strategies used to represent and explore mathematical tasks, and systems of beliefs about mathematics and solving problems. In addition, Schoenfeld ( 1992 ) documented that heuristics methods as illustrated in Pólya’s ( 1945 ) book are ample and general and do not include clear information and directions about how learners could assimilate, learn, and use them in their problem solving experiences. He suggested that students need to discuss what it means, for example, to think of and examining special cases (one important heuristic) in finding a closed formula for series or sequences, analysing relationships of roots of polynomials, or focusing on regular polygons or equilateral/right triangles to find general relations about these figures. That is, learners need to work on examples that lead them to recognize that the use of a particular heuristic often involves thinking of different type of cases depending on the domain or content involved. Lester and Kehle ( 2003 ) summarize themes and methodological shifts in problem solving research up to 1995. Themes include what makes a problem difficult for students and what it means to be successful problem solvers; studying and contrasting experts and novices’ problem solving approaches; learners’ metacognitive, beliefs systems and the influence of affective behaviours; and the role of context; and social interactions in problem solving environments. Research methods in problem solving studies have gone from emphasizing quantitative or statistical design to the use of cases studies and ethnographic methods (Krutestkii ( 1976 ). Teaching strategies also evolved from being centred on teachers to the active students’ engagement and collaboration approaches (NCTM 2000 ). Lesh and Zawojewski ( 2007 ) propose to extend problem solving approaches beyond class setting and they introduce the construct “model eliciting activities” to delve into the learners’ ideas and thinking as a way to engage them in the development of problem solving experiences. To this end, learners develop and constantly refine problem-solving competencies as a part of a learning community that promotes and values modelling construction activities. Recently, English and Gainsburg ( 2016 ) have discussed the importance of modeling eliciting activities to prepare and develop students’ problem solving experiences for 21st Century challenges and demands.

Törner et al. ( 2007 ) invited mathematics educators worldwide to elaborate on the influence and developments of problem solving in their countries. Their contributions show a close relationship between countries mathematical education traditions and ways to frame and implement problem solving approaches. In Chinese classrooms, for example, three instructional strategies are used to structure problem solving lessons: one problem multiple solutions , multiple problems one solution , and one problem multiple changes . In the Netherlands, the realistic mathematical approach permeates the students’ development of problem solving competencies; while in France, problem solving activities are structured in terms of two influential frameworks: The theory of didactical situations and anthropological theory of didactics.

In general, problem solving frameworks and instructional approaches came from analysing students’ problem solving experiences that involve or rely mainly on the use of paper and pencil work. Thus, there is a need to re-examined principles and frameworks to explain what learners develop in learning environments that incorporate systematically the coordinated use of digital technologies (Hoyles and Lagrange 2010 ). In this perspective, it becomes important to briefly describe and identify what both multiple purpose and ad hoc technologies can offer to the students in terms of extending learning environments and representing and exploring mathematical tasks. Specifically, a task is used to identify features of mathematical reasoning that emerge through the use digital technologies that include both mathematical action and multiple purpose types of technologies.

1.3.3 Background

Digital technologies are omnipresent and their use permeates and shapes several social and academic events. Mobile devices such as tablets or smart phones are transforming the way people communicate, interact and carry out daily activities. Churchill et al. ( 2016 ) pointed out that mobile technologies provide a set of tools and affordances to structure and support learning environments in which learners continuously interact to construct knowledge and solve problems. The tools include resources or online materials, efficient connectivity to collaborate and discuss problems, ways to represent, explore and store information, and analytical and administration tools to management learning activities. Schmidt and Cohen ( 2013 ) stated that nowadays it is difficult to imagine a life without mobile devices, and communication technologies are playing a crucial role in generating both cultural and technical breakthroughs. In education, the use of mobile artefacts and computers offers learners the possibility of continuing and extending peers and groups’ mathematical discussions beyond formal settings. In this process, learners can also consult online materials and interact with experts, peers or more experienced students while working on mathematical tasks. In addition, dynamic geometry systems (GeoGebra) provide learners a set of affordances to represent and explore dynamically mathematical problems. Leung and Bolite-Frant ( 2015 ) pointed out that tools help activate an interactive environment in which teachers and students’ mathematical experiences get enriched. Thus, the digital age brings new challenges to the mathematics education community related to the changes that technologies produce to curriculum, learning scenarios, and ways to represent, explore mathematical situations. In particular, it is important to characterize the type of reasoning that learners can develop as a result of using digital technologies in their process of learning concepts and solving mathematical problems.

1.3.4 A Focus on Mathematical Tasks

Mathematical tasks are essential elements for engaging learners in mathematical reasoning which involves representing objects, identifying and exploring their properties in order to detect invariants or relationships and ways to support them. Watson and Ohtani ( 2015 ) stated that task design involves discussions about mathematical content and students’ learning (cognitive perspective), about the students’ experiences to understand the nature of mathematical activities; and about the role that tasks played in teaching practices. In this context, tasks are the vehicle to present and discuss theoretical frameworks for supporting the use of digital technology, to analyse the importance of using digital technologies in extending learners’ mathematical discussions beyond formal settings, and to design ways to foster and assess the use of technologies in learners’ problem solving environments. In addition, it is important to discuss contents, concepts, representations and strategies involved in the process of using digital technologies in approaching the tasks. Similarly, it becomes essential to discuss what types of activities students will do to learn and solve the problems in an environment where the use of technologies fosters and values the participation and collaboration of all students. What digital technologies are important to incorporate in problem solving approaches? Dynamic Geometry Systems can be considered as a milestone in the development of digital technologies. Objects or mathematical situations can be represented dynamically through the use of a Dynamic Geometry System and learners or problem solvers can identify and examine mathematical relations that emerge from moving objects within the dynamic model (Moreno-Armella and Santos-Trigo 2016 ).

Leung and Bolite-Frant ( 2015 ) stated that “dynamic geometry software can be used in task design to cover a large epistemic spectrum from drawing precise robust geometrical figures to exploration of new geometric theorems and development of argumentation discourse” (p. 195). As a result, learners not only need to develop skills and strategies to construct dynamic configuration of problems; but also ways of relying on the tool’s affordances (quantifying parameters or objects attributes, generating loci, graphing objects behaviours, using sliders, or dragging particular elements within the configuration) in order to identify and support mathematical relations. What does it mean to represent and explore an object or mathematical situation dynamically?

A simple task that involves a rhombus and its inscribed circle is used to illustrate how a dynamic representation of these objects and embedded elements can lead learners to identify and examine mathematical properties of those objects in the construction of the configuration. To this end, learners are encouraged to pose and pursue questions to explain the behaviours of parameters or attributes of the family of objects that is generated as a result of moving a particular element within the configuration.

1.3.5 A Task: A Dynamic Rhombus

Figure  2 represents a rhombus APDB and its inscribed circle (O is intersection of diagonals AD and BP and the radius of the inscribed circle is the perpendicular segment from any side of the rhombus to point O), vertex P lies on a circle c centred at point A. Circle c is only a heuristic to generate a family of rhombuses. Thus, point P can be moved along circle c to generate a family of rhombuses. Indeed, based on the symmetry of the circle it is sufficient to move P on the semicircle B’CA to draw such a family of rhombuses.

A dynamic construction of a rhombus

1.3.6 Posing Questions

A goal in constructing a dynamic model or configuration of problems is always to identify and explore mathematical properties and relations that might result from moving objects within the model. How do the areas of both the rhombus and the inscribed circle behave when point P is moved along the arc B’CB? At what position of point P does the area of the rhombus or inscribed circle reach the maximum value? The coordinates of points S and Q (Fig.  3 ) are the x -value of point P and as y -value the corresponding area values of rhombus ABDP and the inscribed circle respectively. Figure  2 shows the loci of points S and Q when point P is moved along arc B’CB. Here, finding the locus via the use of GeoGebra is another heuristic to graph the area behaviour without making explicit the algebraic model of the area.

Graphic representation of the area variation of the family of rhombuses and inscribed circles generated when P is moved through arc B’CB

The area graphs provide information to visualize that in that family of generated rhombuses the maximum area value of the inscribed circle and rhombus is reached when the rhombus becomes a square (Fig.  4 ). That is, the controlled movement of particular objects is an important strategy to analyse the area variation of the family of rhombuses and their inscribed circles.

Visualizing the rhombus and the inscribed circle with maximum area

It is important to observe the identification of points P and Q in terms of the position of point P and the corresponding areas and the movement of point P was sufficient to generate both area loci. That is, the graph representation of the areas is achieved without having an explicit algebraic expression of the area variation. Clearly, the graphic representations provide information regarding the increasing or decreasing interval of both areas; it is also important to explore what properties both graphic representations hold. The goal is to argue that the area variation of the rhombus represents an ellipse and the area of the inscribed circle represents a parabola. An initial argument might involve selecting five points on each locus and using the tool to draw the corresponding conic section (Fig.  5 ). In this case, the tool affordances play an important role in generating the graphic representation of the areas’ behaviours and in identifying properties of those representations. In this context, the use of the tool can offer learners the opportunity to problematize (Santos-Trigo 2007 ) a simple mathematical object (rhombus) as a means to search for mathematical relations and ways to support them.

Drawing the conic section that passes through five points

1.3.7 Looking for Different Solutions Methods

Another line of exploration might involve asking for ways to construct a rhombus and its inscribed circle: Suppose that the side of the rhombus and the circle are given, how can you construct the rhombus that has that circle inscribed? Figure  6 shows the given data, segment A 1 B 1 and circle centred at O and radius OD. The initial goal is to draw the circle tangent to the given segment. To this end, segment AB is congruent to segment A 1 B 1 and on this segment a point P is chosen and a perpendicular to segment AB that passes through point P is drawn. Point C is on this perpendicular and the centre of a circle with radius OD and h is the perpendicular to line PC that passes through point C. Angle ACB changes when point P is moved along segment AB and point E and F are the intersection of line h and the circle with centre M the midpoint of AB and radius MA (Fig.  6 ).

Drawing segment AB tangent to the given circle

Figure  7 a shows the right triangle AFB as the base to construct the rhombus and the inscribed circle and Fig.  7 b shows the second solution based on triangle AEB.

a Drawing the rhombus and the inscribed circle. b Drawing the second solution

Another approach might involve drawing the given circle centred at the origin and the segment as EF with point E on the y-axis. Line OC is perpendicular to segment EF and the locus of point C when point E moves along the y-axis intersects the given circle (Fig.  8 a, b). Both figures show two solutions to draw the rhombus that circumscribe the given circle.

a and b Another solution that involves finding a locus of point C

In this example, the GeoGebra affordances not only are important to construct a dynamic model of the task; but also offer learners and opportunity to explore relations that emerge from moving objects within the model. As a result, learners can rely on different concepts and strategies to solve the tasks. The idea in presenting this rhombus task is to illustrate that the use of a Dynamic Geometry System provides affordances for learners to construct dynamic representation of mathematical objects or problems, to move elements within the representation to pose questions or conjectures to explain invariants or patterns among involved parameters; to search for arguments to support emerging conjectures, and to develop a proper language to communicate results.

1.3.8 Looking Back

Conceptual frameworks used to explain learners’ construction of mathematical knowledge need to capture or take into account the different ways of reasoning that students might develop as a result of using a set of tools during the learning experiences. Figure  9 show some digital technologies that learners can use for specific purpose at the different stages of problem solving activities.

The coordinated use of digital tools to engage learners in problem solving experiences

The use of a dynamic system (GeoGebra) provides a set of affordances for learners to conceptualize and represent mathematical objects and tasks dynamically. In this process, affordances such as moving objects orderly (dragging), finding loci of objects, quantifying objects attributes (lengths, areas, angles, etc.), using sliders to vary parameters, and examining family of objects became important to look for invariance or objects relationships. Likewise, analysing the parameters or objects behaviours within the configuration might lead learners to identify properties to support emerging mathematical relations. Thus, with the use of the tool, learners might conceptualize mathematical tasks as an opportunity for them to engage in mathematical activities that include constructing dynamic models of tasks, formulating conjectures, and always looking for different arguments to support them. Similarly, learners can use an online platform to share their ideas, problem solutions or questions in a digital wall and others students can also share ideas or solution methods and engaged in mathematical discussions that extend mathematical classroom activities.

1.4 Problem Posing: An Overview for Further Progress—Uldarico Malaspina Jurado

Problem posing and problem solving are two essential aspects of the mathematical activity; however, researchers in mathematics education have not emphasized their attention on problem posing as much as problem solving. In that sense, due to its importance in the development of mathematical thinking in students since the first grades, we agree with Ellerton’s statement ( 2013 ): “for too long, successful problem solving has been lauded as the goal; the time has come for problem posing to be given a prominent but natural place in mathematics curricula and classrooms” (pp. 100–101); and due to its importance in teacher training, with Abu-Elwan’s statement ( 1999 ):

While teacher educators generally recognize that prospective teachers require guidance in mastering the ability to confront and solve problems, what is often overlooked is the critical fact that, as teachers, they must be able to go beyond the role as problem solvers. That is, in order to promote a classroom situation where creative problem solving is the central focus, the practitioner must become skillful in discovering and correctly posing problems that need solutions. (p. 1)

Scientists like Einstein and Infeld ( 1938 ), recognized not only for their notable contributions in the fields they worked, but also for their reflections on the scientific activity, pointed out the importance of problem posing; thus it is worthwhile to highlight their statement once again:

The formulation of a problem is often more essential than its solution, which may be merely a matter of mathematical or experimental skills. To raise new questions, new possibilities, to regard old questions from a new angle, requires creative imagination and marks real advance in science. (p. 92)

Certainly, it is also relevant to remember mathematician Halmos’s statement ( 1980 ): “I do believe that problems are the heart of mathematics, and I hope that as teachers (…) we will train our students to be better problem posers and problem solvers than we are” (p. 524).

An important number of researchers in mathematics education has focused on the importance of problem posing, and we currently have numerous, very important publications that deal with different aspects of problem posing related to the mathematics education of students in all educational levels and to teacher training.

1.4.1 A Retrospective Look

Kilpatrick ( 1987 ) marked a historical milestone in research related to problem posing and points out that “problem formulating should be viewed not only as a goal of instruction but also as a means of instruction” (Kilpatrick 1987 , p. 123); and he also emphasizes that, as part of students’ education, all of them should be given opportunities to live the experience of discovering and posing their own problems. Drawing attention to the few systematic studies on problem posing performed until then, Kilpatrick contributes defining some aspects that required studying and investigating as steps prior to a theoretical building, though he warns, “attempts to teach problem-formulating skills, of course, need not await a theory” (p. 124).

Kilpatrick refers to the “Source of problems” and points out how virtually all problems students solve have been posed by another person; however, in real life “many problems, if not most, must be created or discovered by the solver, who gives the problem an initial formulation” (p. 124). He also points out that problems are reformulated as they are being solved, and he relates this to investigation, reminding us what Davis ( 1985 ) states that, “what typically happens in a prolonged investigation is that problem formulation and problem solution go hand in hand, each eliciting the other as the investigation progresses” (p. 23). He also relates it to the experiences of software designers, who formulate an appropriate sequence of sub-problems to solve a problem. He poses that a subject to be examined by teachers and researchers “is whether, by drawing students’ attention to the reformulating process and given them practice in it, we can improve their problem solving performance” (p. 130). He also points out that problems may be a mathematical formulation as a result of exploring a situation and, in that sense, “school exercises in constructing mathematical models of a situation presented by the teacher are intended to provide students with experiences in formulating problems.” (p. 131).

Another important section of Kilpatrick’s work ( 1987 ) is Processes of Problem Formulating , in which he considers association, analogy, generalization and contradiction. He believes the use of concept maps to represent concept organization, as cognitive scientists Novak and Gowin suggest, might help to comprehend such concepts, stimulate creative thinking about them, and complement the ideas Brown and Walter ( 1983 ) give for problem posing by association. Further, in the section “Understanding and developing problem formulating abilities”, he poses several questions, which have not been completely answered yet, like “Perhaps the central issue from the point of view of cognitive science is what happens when someone formulates the problem? (…) What is the relation between problem formulating, problem solving and structured knowledge base? How rich a knowledge base is needed for problem formulating? (…) How does experience in problem formulating add to knowledge base? (…) What metacognitive processes are needed for problem formulating?”

It is interesting to realize that some of these questions are among the unanswered questions proposed and analyzed by Cai et al. ( 2015 ) in Chap. 1 of the book Mathematical Problem Posing (Singer et al. 2015 ). It is worth stressing the emphasis on the need to know the cognitive processes in problem posing, an aspect that Kilpatrick had already posed in 1987, as we just saw.

1.4.2 Researches and Didactic Experiences

Currently, there are a great number of publications related to problem posing, many of which are research and didactic experiences that gather the questions posed by Kilpatrick, which we just commented. Others came up naturally as reflections raised in the framework of problem solving, facing the natural requirement of having appropriate problems to use results and suggestions of researches on problem solving, or as a response to a thoughtful attitude not to resign to solving and asking students to solve problems that are always created by others. Why not learn and teach mathematics posing one’s own problems?

1.4.3 New Directions of Research

Singer et al. ( 2013 ) provides a broad view about problem posing that links problem posing experiences to general mathematics education; to the development of abilities, attitudes and creativity; and also to its interrelation with problem solving, and studies on when and how problem-solving sessions should take place. Likewise, it provides information about research done regarding ways to pose new problems and about the need for teachers to develop abilities to handle complex situations in problem posing contexts.

Singer et al. ( 2013 ) identify new directions in problem posing research that go from problem-posing task design to the development of problem-posing frameworks to structure and guide teachers and students’ problem posing experiences. In a chapter of this book, Leikin refers to three different types of problem posing activities, associated with school mathematics research: (a) problem posing through proving; (b) problem posing for investigation; and (c) problem posing through investigation. This classification becomes evident in the problems posed in a course for prospective secondary school mathematics teachers by using a dynamic geometry environment. Prospective teachers posed over 25 new problems, several of which are discussed in the article. The author considers that, by developing this type of problem posing activities, prospective mathematics teachers may pose different problems related to a geometric object, prepare more interesting lessons for their students, and thus gradually develop their mathematical competence and their creativity.

1.4.4 Final Comments

This overview, though incomplete, allows us to see a part of what problem posing experiences involve and the importance of this area in students mathematical learning. An important task is to continue reflecting on the questions posed by Kilpatrick ( 1987 ), as well as on the ones that come up in the different researches aforementioned. To continue progressing in research on problem posing and contribute to a greater consolidation of this research line, it will be really important that all mathematics educators pay more attention to problem posing, seek to integrate approaches and results, and promote joint and interdisciplinary works. As Singer et al. ( 2013 ) say, going back to Kilpatrick’s proposal ( 1987 ),

Problem posing is an old issue. What is new is the awareness that problem posing needs to pervade the education systems around the world, both as a means of instruction (…) and as an object of instruction (…) with important targets in real-life situations. (p. 5)

Although it can be argued that there is a difference between creativity, discovery, and invention (see Liljedahl and Allan 2014 ) for the purposes of this book these will be assumed to be interchangeable.

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Further Reading

Boaler, J. (1997). Experiencing school mathematics: Teaching styles, sex, and setting . Buckingham, PA: Open University Press.

Borwein, P., Liljedahl, P., & Zhai, H. (2014). Mathematicians on creativity. Mathematical Association of America.

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Gardner, M. (1978). Aha! insight . New York, NY: W. H. Freeman and Company.

Gardner, M. (1982). Aha! gotcha: Paradoxes to puzzle and delight . New York, NY: W. H. Freeman and Company.

Gardner, H. (1993). Creating minds: An anatomy of creativity seen through the lives of Freud, Einstein, Picasso, Stravinsky, Eliot, Graham, and Ghandi . New York, NY: Basic Books.

Glas, E. (2002). Klein’s model of mathematical creativity. Science & Education, 11 (1), 95–104.

Hersh, D. (1997). What is mathematics, really? . New York, NY: Oxford University Press.

Root-Bernstein, R., & Root-Bernstein, M. (1999). Sparks of genius: The thirteen thinking tools of the world’s most creative people . Boston, MA: Houghton Mifflin Company.

Zeitz, P. (2006). The art and craft of problem solving . New York, NY: Willey.

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Technical University Darmstadt, Darmstadt, Germany

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Liljedahl, P., Santos-Trigo, M., Malaspina, U., Bruder, R. (2016). Problem Solving in Mathematics Education. In: Problem Solving in Mathematics Education. ICME-13 Topical Surveys. Springer, Cham. https://doi.org/10.1007/978-3-319-40730-2_1

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3.1: Use a Problem-Solving Strategy

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Learning Objectives

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

• Approach word problems with a positive attitude
• Use a problem-solving strategy for word problems
• Solve number problems

Before you get started, take this readiness quiz.

• Translate “6 less than twice x ” into an algebraic expression. If you missed this problem, review Exercise 1.3.43 .
• Solve: \(\frac{2}{3}x=24\). If you missed this problem, review Exercise 2.2.10 .
• Solve: \(3x+8=14\). If you missed this problem, review Exercise 2.3.1 .

Approach Word Problems with a Positive Attitude

“If you think you can… or think you can’t… you’re right.”—Henry Ford

The world is full of word problems! Will my income qualify me to rent that apartment? How much punch do I need to make for the party? What size diamond can I afford to buy my girlfriend? Should I fly or drive to my family reunion? How much money do I need to fill the car with gas? How much tip should I leave at a restaurant? How many socks should I pack for vacation? What size turkey do I need to buy for Thanksgiving dinner, and then what time do I need to put it in the oven? If my sister and I buy our mother a present, how much does each of us pay?

Now that we can solve equations, we are ready to apply our new skills to word problems. Do you know anyone who has had negative experiences in the past with word problems? Have you ever had thoughts like the student below (Figure \(\PageIndex{1}\))?

When we feel we have no control, and continue repeating negative thoughts, we set up barriers to success. We need to calm our fears and change our negative feelings.

Start with a fresh slate and begin to think positive thoughts. If we take control and believe we can be successful, we will be able to master word problems! Read the positive thoughts in Figure \(\PageIndex{2}\) and say them out loud.

Think of something, outside of school, that you can do now but couldn’t do 3 years ago. Is it driving a car? Snowboarding? Cooking a gourmet meal? Speaking a new language? Your past experiences with word problems happened when you were younger—now you’re older and ready to succeed!

Use a Problem-Solving Strategy for Word Problems

We have reviewed translating English phrases into algebraic expressions, using some basic mathematical vocabulary and symbols. We have also translated English sentences into algebraic equations and solved some word problems. The word problems applied math to everyday situations. We restated the situation in one sentence, assigned a variable, and then wrote an equation to solve the problem. This method works as long as the situation is familiar and the math is not too complicated.

Now, we’ll expand our strategy so we can use it to successfully solve any word problem. We’ll list the strategy here, and then we’ll use it to solve some problems. We summarize below an effective strategy for problem solving.

USE A PROBLEM-SOLVING STRATEGY TO SOLVE WORD PROBLEMS.

• Read the problem. Make sure all the words and ideas are understood.
• Identify what we are looking for.
• Name what we are looking for. Choose a variable to represent that quantity.
• Translate into an equation. It may be helpful to restate the problem in one sentence with all the important information. Then, translate the English sentence into an algebraic equation.
• Solve the equation using good algebra techniques.
• Check the answer in the problem and make sure it makes sense.
• Answer the question with a complete sentence.

Example \(\PageIndex{1}\)

Pilar bought a purse on sale for \($18\), which is one-half of the original price. What was the original price of the purse?

Step 1. Read the problem. Read the problem two or more times if necessary. Look up any unfamiliar words in a dictionary or on the internet.

Let p = the original price of the purse.

Step 2. Identify what you are looking for. Did you ever go into your bedroom to get something and then forget what you were looking for? It’s hard to find something if you are not sure what it is! Read the problem again and look for words that tell you what you are looking for!

In this problem, the words “what was the original price of the purse” tell us what we need to find.

Step 3. Name what we are looking for. Choose a variable to represent that quantity. We can use any letter for the variable, but choose one that makes it easy to remember what it represents.

Step 4. Translate into an equation. It may be helpful to restate the problem in one sentence with all the important information. Translate the English sentence into an algebraic equation.

Reread the problem carefully to see how the given information is related. Often, there is one sentence that gives this information, or it may help to write one sentence with all the important information. Look for clue words to help translate the sentence into algebra. Translate the sentence into an equation.

Step 5. Solve the equation using good algebraic techniques. Even if you know the solution right away, using good algebraic techniques here will better prepare you to solve problems that do not have obvious answers.

Step 6. Check the answer in the problem to make sure it makes sense. We solved the equation and found that \(p=36\),which means “the original price” was \($36\).

If this were a homework exercise, our work might look like this:

Pilar bought a purse on sale for \($18\), which is one-half the original price. What was the original price of the purse?

Step 7. Answer the question with a complete sentence. The problem asked “What was the original price of the purse?”

Try It \(\PageIndex{2}\)

Joaquin bought a bookcase on sale for \($120\), which was two-thirds of the original price. What was the original price of the bookcase?

Try It \(\PageIndex{3}\)

Two-fifths of the songs in Mariel’s playlist are country. If there are \(16\) country songs, what is the total number of songs in the playlist?

Let’s try this approach with another example.

Example \(\PageIndex{4}\)

Ginny and her classmates formed a study group. The number of girls in the study group was three more than twice the number of boys. There were \(11\) girls in the study group. How many boys were in the study group?

Try It \(\PageIndex{5}\)

Guillermo bought textbooks and notebooks at the bookstore. The number of textbooks was \(3\) more than twice the number of notebooks. He bought \(7\) textbooks. How many notebooks did he buy?

Try It \(\PageIndex{6}\)

Gerry worked Sudoku puzzles and crossword puzzles this week. The number of Sudoku puzzles he completed is eight more than twice the number of crossword puzzles. He completed \(22\) Sudoku puzzles. How many crossword puzzles did he do?

Solve Number Problems

Now that we have a problem solving strategy, we will use it on several different types of word problems. The first type we will work on is “number problems.” Number problems give some clues about one or more numbers. We use these clues to write an equation. Number problems don’t usually arise on an everyday basis, but they provide a good introduction to practicing the problem solving strategy outlined above.

Example \(\PageIndex{7}\)

The difference of a number and six is \(13\). Find the number.

Try It \(\PageIndex{8}\)

The difference of a number and eight is \(17\). Find the number.

Try It \(\PageIndex{9}\)

The difference of a number and eleven is \(−7\). Find the number.

Example \(\PageIndex{10}\)

The sum of twice a number and seven is \(15\). Find the number.

Try It \(\PageIndex{11}\)

The sum of four times a number and two is \(14\). Find the number.

Try It \(\PageIndex{12}\)

The sum of three times a number and seven is \(25\). Find the number.

​​​​​​ Some number word problems ask us to find two or more numbers. It may be tempting to name them all with different variables, but so far we have only solved equations with one variable. In order to avoid using more than one variable, we will define the numbers in terms of the same variable. Be sure to read the problem carefully to discover how all the numbers relate to each other.

Example \(\PageIndex{13}\)

One number is five more than another. The sum of the numbers is 21. Find the numbers.

Try It \(\PageIndex{14}\)

One number is six more than another. The sum of the numbers is twenty-four. Find the numbers.

Try It \(\PageIndex{15}\)

The sum of two numbers is fifty-eight. One number is four more than the other. Find the numbers.

Example \(\PageIndex{16}\)

The sum of two numbers is negative fourteen. One number is four less than the other. Find the numbers.

Try It \(\PageIndex{17}\)

The sum of two numbers is negative twenty-three. One number is seven less than the other. Find the numbers.

Try It \(\PageIndex{18}\)

The sum of two numbers is \(−18\). One number is \(40\) more than the other. Find the numbers.

Example \(\PageIndex{19}\)

One number is ten more than twice another. Their sum is one. Find the numbers.

Try It \(\PageIndex{20}\)

One number is eight more than twice another. Their sum is negative four. Find the numbers.

\(-4,\; 0\)

Try It \(\PageIndex{21}\)

One number is three more than three times another. Their sum is \(−5\). Find the numbers.

\(-3,\; -2\)

Some number problems involve consecutive integers. Consecutive integers are integers that immediately follow each other. Examples of consecutive integers are:

\[\begin{array}{l}{1,2,3,4} \\ {-10,-9,-8,-7} \\ {150,151,152,153}\end{array}\]

Notice that each number is one more than the number preceding it. So if we define the first integer as \(n\), the next consecutive integer is \(n+1\). The one after that is one more than \(n+1\), so it is \(n+1+1\), which is \(n+2\). \[\begin{array}{ll}{n} & {1^{\text { st }} \text { integer }} \\ {n+1} & {2^{\text { nd }} \text { consecutive integer }} \\ {n+2} & {3^{\text { rd }} \text { consecutive integer } \ldots \text { etc. }}\end{array}\]

Example \(\PageIndex{22}\)

The sum of two consecutive integers is \(47\). Find the numbers.

Try It \(\PageIndex{23}\)

The sum of two consecutive integers is 95. Find the numbers.

Try It \(\PageIndex{24}\)

The sum of two consecutive integers is −31. Find the numbers.

Example \(\PageIndex{25}\)

Find three consecutive integers whose sum is −42.

Try It \(\PageIndex{26}\)

Find three consecutive integers whose sum is −96.

-33, -32, -31

Try It \(\PageIndex{27}\)

Find three consecutive integers whose sum is −36.

-13, -12, -11

Now that we have worked with consecutive integers, we will expand our work to include consecutive even integers and consecutive odd integers. Consecutive even integers are even integers that immediately follow one another. Examples of consecutive even integers are:

\[\begin{array}{l}{18,20,22} \\ {64,66,68} \\ {-12,-10,-8}\end{array}\]

Notice each integer is \(2\) more than the number preceding it. If we call the first one \(n\), then the next one is \(n+2\). The next one would be \(n+2+2\) or \(n+4\). \[\begin{array}{cll}{n} & {1^{\text { st }} \text { even integer }} \\ {n+2} & {2^{\text { nd }} \text { consecutive even integer }} \\ {n+4} & {3^{\text { rd }} \text { consecutive even integer } \ldots \text { etc. }}\end{array}\]

Consecutive odd integers are odd integers that immediately follow one another. Consider the consecutive odd integers \(77\), \(79\), and \(81\).

\[\begin{array}{l}{77,79,81} \\ {n, n+2, n+4}\end{array}\]

\[\begin{array}{cll}{n} & {1^{\text { st }} \text {odd integer }} \\ {n+2} & {2^{\text { nd }} \text { consecutive odd integer }} \\ {n+4} & {3^{\text { rd }} \text { consecutive odd integer } \ldots \text { etc. }}\end{array}\]

Does it seem strange to add 2 (an even number) to get from one odd integer to the next? Do you get an odd number or an even number when we add 2 to 3? to 11? to 47?

Whether the problem asks for consecutive even numbers or odd numbers, you don’t have to do anything different. The pattern is still the same—to get from one odd or one even integer to the next, add 2.

Example \(\PageIndex{28}\)

Find three consecutive even integers whose sum is 84.

\[\begin{array}{ll} {\textbf{Step 1. Read} \text{ the problem.}} & {} \\ {\textbf{Step 2. Identify} \text{ what we are looking for.}} & {\text{three consecutive even integers}} \\ {\textbf{Step 3. Name} \text{ the integers.}} & {\text{Let } n = 1^{st} \text{ even integers.}} \\ {} &{n + 2 = 2^{nd} \text{ consecutive even integer}} \\ {} &{n + 4 = 3^{rd} \text{ consecutive even integer}} \\ {\textbf{Step 4. Translate.}} &{} \\ {\text{ Restate as one sentence. }} &{\text{The sum of the three even integers is 84.}} \\ {\text{Translate into an equation.}} &{n + n + 2 + n + 4 = 84} \\ {\textbf{Step 5. Solve} \text{ the equation. }} &{} \\ {\text{Combine like terms.}} &{n + n + 2 + n + 4 = 84} \\ {\text{Subtract 6 from each side.}} &{3n + 6 = 84} \\ {\text{Divide each side by 3.}} &{3n = 78} \\ {} &{n = 26 \space 1^{st} \text{ integer}} \\\\ {} &{n + 2\space 2^{nd} \text{ integer}} \\ {} &{26 + 2} \\ {} &{28} \\\\ {} &{n + 4\space 3^{rd} \text{ integer}} \\ {} &{26 + 4} \\ {} &{30} \\ {\textbf{Step 6. Check.}} &{} \\\\ {26 + 28 + 30 \stackrel{?}{=} 84} &{} \\ {84 = 84 \checkmark} & {} \\ {\textbf{Step 7. Answer} \text{ the question.}} &{\text{The three consecutive integers are 26, 28, and 30.}} \end{array}\]

Try It \(\PageIndex{29}\)

Find three consecutive even integers whose sum is 102.

Try It \(\PageIndex{30}\)

Find three consecutive even integers whose sum is −24.

−10,−8,−6

Example \(\PageIndex{31}\)

A married couple together earns $110,000 a year. The wife earns $16,000 less than twice what her husband earns. What does the husband earn?

Try It \(\PageIndex{32}\)

According to the National Automobile Dealers Association, the average cost of a car in 2014 was $28,500. This was $1,500 less than 6 times the cost in 1975. What was the average cost of a car in 1975?

Try It \(\PageIndex{33}\)

U.S. Census data shows that the median price of new home in the United States in November 2014 was $280,900. This was $10,700 more than 14 times the price in November 1964. What was the median price of a new home in November 1964?

Key Concepts

• Translate into an equation. It may be helpful to restate the problem in one sentence with all the important information. Then, translate the English sentence into an algebra equation.

\[\begin{array}{cc}{n} & {1^{\text { st }} \text { integer }} \\ {n+1} & {2^{\text { nd }} \text {consecutive integer }} \\ {n+2} & {3^{\text { rd }} \text { consecutive integer } \ldots \text { etc. }}\end{array}\]

\[\begin{array}{cc}{n} & {1^{\text { st }} \text { integer }} \\ {n+2} & {2^{\text { nd }} \text { consecutive even integer }} \\ {n+4} & {3^{\text { rd }} \text { consecutive even integer } \ldots \text { etc. }}\end{array}\]

\[\begin{array}{cc}{n} & {1^{\text { st }} \text { integer }} \\ {n+2} & {2^{\text { nd }} \text { consecutive odd integer }} \\ {n+4} & {3^{\text { rd }} \text { consecutive odd integer } \ldots \text { etc. }}\end{array}\]

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Unit 1: Numbers and operations

Unit 2: solving equations with one unknown, unit 3: linear equations and functions, unit 4: systems of equations, unit 5: geometry, unit 6: geometric transformations, unit 7: data and modeling, review articles.

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6 Ways to Improve Students’ Math Literacy

Middle and high school math teachers can use these ideas to build students’ reading comprehension and reasoning skills using real tasks like budgeting.

While a lot has changed in math instruction over the years, the idea that students need to be math literate has been constant. Being math literate means much more than calculations. Life events such as buying a home, paying taxes, or even estimating how much you’ll spend on groceries require modeling and reasoning skills.

State and district tests often include problems that are real-world based, and that means that students will need to use reading comprehension, along with math skills, in order to show proficiency. This can be particularly difficult for students with learning disabilities, those who have had interrupted schooling, and/or emergent multilingual learners. It’s imperative that math teachers develop a tool kit to help students decipher the math moves needed for such problems.

Through my dissertation research and my many years of teaching mathematics with great math teachers, I have found simple ways to help students become more math literate. Here are some practical ideas on how teachers can help students become math literate, from the perspective of Algebra 1 teachers from various backgrounds.

6 Ways to Help Students Gain Math Literacy

1. Use sentence frames. Sentence frames are a simple way to help students of all backgrounds learn how to state their answers and ask any questions they have about a word problem. Teachers can post sentence frames on a board or even on students’ desks for easy access. Here are some examples:

• “I agree with this answer because ____.”
• “I believe the answer is ____ because ____.”
• “I showed my work by ____.”
• “One strategy that may be helpful is ____ because ____.”

2. Bring back the highlighter. Many Algebra 1 teachers agree that the highlighter is a great way to help emphasize learning in mathematics. The highlighter gives students control of the parts of the problem that they find important. A good suggestion is to demonstrate the use of highlighting key words and have highlighters available for every task and assessment. It also helps students see the patterns in math problems.

3. Speak “algebra.” Students in all math classes need to be speaking math in their classes. It’s important to use the appropriate vocabulary words that pertain to the lesson. This is particularly important as students see formal math language in textbooks and standardized tests. Yes, breaking down the vocabulary for comprehension is a great tactic, but bringing it back to the standard math vocabulary is how we make connections.

4. Use word walls. The word wall was an important part of many math classrooms a few decades ago. They made sure that students saw math words that related to a particular topic being taught. For example, when introducing a polynomial unit, teachers would often put words such as monomial , trinomial , and polynomial on the word wall.

Many Algebra 1 teachers feel that having the visual is most important as students learn about new topics. Students need visual reminders. One suggestion was for students to “own” the word wall by passing out the words in advance and having them hang up each word as it was introduced throughout the unit. Students can make the words artsy and creative in an effort to personalize the resource.

5. Provide foldables or graphic organizers. The use of foldables in the math classroom is a game changer for many students, especially in the post-pandemic era. These low-tech student- or teacher-made “books” constructed out of folded paper provide learners with a handy place to write down the main concepts introduced in a unit. Students have been so used to math technology that there is a need to bring them back to tactile methods.

Providing a foldable to sum up or even begin a unit is a cost-effective method and allows students to use paper and scissors in a creative way to refer to math vocabulary and common word problems. You can find lots of free ideas for foldables online , and there are sites that sell them as well. Some of the designs are very creative and bring a bit of visual art into your math classroom.

6. Have students write relevant word problems. Every time there’s a new curriculum or textbook, word problems get a refresher to connect with the current generation, but there’s no reason why students can’t make up their own. Allow them to write their own word problems, using the context you’re teaching. Not only will students own their own learning, but also they will be able to use critical thinking skills to combine math, vocabulary, and everyday life to further their understanding.

Making the math classroom become a laboratory of reading and math enables students to become owners of the learning process. Students can be math literate, which will allow teachers to facilitate learning processes with all types of word problems, and consequently improve math scores and prepare students for the world of infusing mathematics into their everyday lives.

80+ Brilliant Mathematics Project Topics You Should Try in 2024

Unlock the world of endless possibilities with our curated list of Mathematics Project Topics. From intriguing problem-solving adventures to real-world applications, delve into projects that make math not just a subject but a captivating journey.

Hey there, fellow math enthusiasts! Ever wondered what happens when numbers turn into stories and equations become the superheroes of discovery? Well, buckle up because we’re about to embark on a thrilling adventure exploring the magical world of Mathematics Project Topics.

Whether you’re a math whiz looking for a new challenge or someone who’s still trying to figure out why X is hanging out with all those numbers, there’s a project topic with your name on it. These projects aren’t just for the pros; they’re for everyone ready to turn math into their personal playground.

So, grab your favorite math-themed superhero cape (because why not?), and let’s dive into the coolest, mind-bending project ideas that’ll change the way you see math. Get ready to unleash your inner math wizard and explore the awesomeness within Mathematics Project Topics.

Table of Contents

Mathematics Project Topics

Check out mathematics project topics:-

Algebra and Number Theory

• Exploring Prime Twins: Patterns in Prime Number Pairs
• Quadratic Residues: A Deep Dive into Number Theory
• Cryptarithms: Code-Breaking with Algebraic Equations
• Catalan Numbers: Counting Parenthetical Possibilities
• Diophantine Equations: Solving Integer Solutions
• Modular Forms: Unveiling the Beauty of Mathematics
• Perfect Powers: Investigating Numbers with Integer Roots
• Cryptography with Elliptic Curves: Beyond RSA
• Polynomial Interpolation: Filling in the Gaps
• Infinite Sums: Convergence and Divergence in Series

Geometry and Spatial Mathematics

• Mandelbrot Set Exploration: Journey into Fractal Beauty
• Islamic Geometric Patterns: Art and Mathematics in Harmony
• Hyperbolic Tessellations: Beyond Euclidean Symmetry
• Nature’s Spirals: Fibonacci and the Golden Angle
• Geometric Constructions: Ancient Methods and Modern Tools
• Symmetry Breaking: The Mathematics of Chaos
• Non-Euclidean Geometry: Curves and Surfaces
• Geodesic Domes: Mathematical Marvels in Architecture
• Projective Geometry: Mapping Infinity and Beyond
• Fractal Art: Mathematical Creations on Canvas

Applied Mathematics

• Supply Chain Optimization: Balancing Efficiency and Cost
• Mathematics of Finance: Risk Modeling and Analysis
• Epidemiological Models: Understanding Disease Spread
• Linear Programming in Business: Maximizing Profits
• Traffic Flow Modeling: Reducing Congestion with Math
• Mathematics of Image Compression: JPEG Explained
• Weather Prediction Models: The Math Behind the Forecast
• Mathematics of Cryptocurrency: Blockchain Explained
• Network Flow Algorithms: Enhancing Communication Networks
• Quantum Computing Algorithms: A Glimpse into the Future

Calculus and Analysis

• Ordinary Differential Equations: Modeling Physical Phenomena
• Integration Techniques: Beyond Basic Antiderivatives
• Calculus of Variations: Optimizing Functionals
• Partial Differential Equations in Physics: Heat and Wave Equations
• Path Integrals: Theoretical Physics Meets Mathematics
• Green’s Theorem and Applications in Engineering
• Vector Calculus in Electromagnetism: Maxwell’s Equations
• Fluid Dynamics: Exploring Navier-Stokes Equations
• Calculus of Complex Numbers: Analytic Functions
• Differential Geometry: Curves and Surfaces in 3D Space

Statistics and Data Analysis

• Predictive Modeling with Regression Analysis
• Survival Analysis: Modeling Time-to-Event Data
• Machine Learning Algorithms: A Statistical Perspective
• Multivariate Statistical Analysis: Beyond Two Variables
• Time Series Forecasting: Analyzing Temporal Trends
• Statistical Hypothesis Testing: From A/B Testing to Z-Tests
• Cluster Analysis: Grouping Data Points Effectively
• Bayesian Inference in Genetics: An Applications Study
• Spatial Statistics: Analyzing Geospatial Data
• Hidden Markov Models: Understanding Sequential Data

Discrete Mathematics and Logic

• Graph Coloring: Applications in Scheduling and Timetabling
• Combinatorial Game Theory: Strategies in Board Games
• Cryptographic Hash Functions: The Math Behind Security
• Boolean Functions and Logic Gates: Foundations of Computing
• Coding Theory: Error Detection and Correction
• Ramsey Theory: Patterns in Complete Disorder
• Network Flows: Optimization in Transportation Networks
• Finite Automata: Modeling State Machines
• Logic Programming: Prolog and Beyond
• Quantum Computing and Quantum Algorithms

Interdisciplinary Mathematics

• Mathematics of Music: Harmony and Mathematical Patterns
• Kinematics in Animation: Math Behind Movie Special Effects
• Mathematics in Cryptography: Code-Making and Breaking
• Mathematics of Game Theory in Economics
• Mathematics in Medical Imaging: Applications in Healthcare
• Mathematical Art: Creating Visual Masterpieces with Code
• Mathematics in Computer Graphics: Algorithms and Rendering
• Mathematics in Climate Modeling: Predicting Climate Change
• Mathematics in Linguistics: Analyzing Language Structures
• Mathematics in Astrophysics: Modeling Celestial Phenomena

Chaos Theory and Dynamical Systems

• Fractal Dimensions: Measuring Complexity in Chaos
• Bifurcation Diagrams: Visualizing System Transitions
• Strange Attractors: Dynamics in Chaotic Systems
• Quantum Chaos: Bridging the Gap between Quantum Physics and Chaos
• Chaos in Population Dynamics: Modeling Fluctuations
• Cantor Sets and Chaos: The Interplay of Order and Disorder
• Quantum Mechanics and Chaos: An Intricate Dance
• Poincaré Recurrence Theorem: The Return of Chaos
• Logistic Map and Chaos: A Simple Model with Complex Behavior
• Quantum Chaos in Nanostructures: Physics at the Quantum Level

Feel free to choose a project that aligns with your interests and get ready for an exciting mathematical journey!

What is the best project for math?

If you’re on the lookout for a math project that’s not only mind-bending but also downright cool, then buckle up because we’re diving into the world of chaos theory! Imagine unraveling the secrets behind systems that seem as unpredictable as your friend’s weekend plans. Intriguing, right?

Rollercoaster

What’s the Hype with Chaos Theory?

Alright, let’s break it down. Chaos theory is like the rockstar of math. It’s all about digging into systems that are so sensitive to their starting conditions that even a tiny change can lead to wild and unpredictable outcomes.

Think of it as the math behind a butterfly flapping its wings and causing a tornado on the other side of the world.

Project Highlights

Get cozy with chaos theory and its wild journey through history.

Wrap your head around concepts like “sensitive dependence on initial conditions” and “deterministic chaos.” Fancy terms, right?

Mandelbrot Madness

Dive into the Mandelbrot set, a visual feast for your mathematical senses.

Discover the trippy world of fractals – those mind-bending, self-repeating shapes that are cooler than a kaleidoscope on steroids.

Bifurcation Bonanza

Explore bifurcation diagrams. Warning: These are like the mood swings of chaotic systems. Buckle up for some wild transitions!

Strangeness Galore

Meet strange attractors – not aliens, but mesmerizing geometric shapes that reveal the long-term chaos in a system.

Real-life Wonders

Chaos theory isn’t just confined to textbooks. It’s out there predicting weather patterns, shaking up ecological systems, and basically making the world a more chaotic (and interesting) place.

Hands-on Chaos

Roll up your sleeves and dive into simulations using fancy math software. Because who said chaos can’t be hands-on?

Why This Project Rocks

Math for rebels.

Chaos theory isn’t your typical math class snooze-fest. It’s rebellious, unpredictable, and just plain awesome.

Visual Delight

Fractals, attractors, and diagrams – this project is a visual extravaganza. Math has never looked this cool.

Real-world Ripples

Uncover the chaos behind real-world phenomena. It’s like holding the key to understanding the crazy dance of nature.

So, if you’re up for a math adventure that’s more thrilling than a rollercoaster ride, jump on the chaos theory express. It’s not just a project; it’s a journey into the wild side of mathematics! 

What is project work in mathematics?

So, you’re ready to dive into the thrilling world of mathematical project work? Excellent choice! Forget boring textbooks and endless equations; we’re talking about a mathematical adventure that’s as exciting as solving a mystery or cracking a secret code.

Step 1: Choosing Your Quest

Imagine you’re a mathematical detective, and the first thing on your agenda is picking a case to solve. Maybe you’re intrigued by the patterns in your favorite video game or curious about the math behind your grandma’s secret cookie recipe. The choice is yours!

Step 2: The Great Math Hunt

Now, put on your explorer hat and start digging into the math jungle. Research the history of your chosen topic, discover the mathematical tools hidden in ancient scrolls, and become the Indiana Jones of numbers.

Step 3: Building Your Math Arsenal

Every hero needs a trusty sword, and in the math world, that’s your set of equations, formulas, and mind-bending concepts. Create your own mathematical toolkit to tackle the challenges ahead.

Step 4: Data, the Treasure Trove

If your quest involves real-world data, embark on a quest to gather it. Whether you’re surveying your classmates on their favorite pizza toppings or measuring the growth of your pet plants, collect the treasures that will unlock the secrets of your mathematical adventure.

Step 5: Casting Your Mathematical Spells

It’s showtime! Implement your mathematical models with the precision of a wizard casting spells. Solve equations, use computational magic, and conjure up graphs that reveal the mysteries you’ve unveiled.

Step 6: The Art of Mathematical Storytelling

Turn your findings into a masterpiece. Create visually stunning graphs and charts that tell the tale of your mathematical journey. Remember, a picture is worth a thousand numbers!

Step 7: The Big Reveal

It’s time to step into the spotlight and share your mathematical masterpiece with the world. Channel your inner storyteller, engage your audience, and make them see the magic that math can weave.

Step 8: Reflection, the Hero’s Moment of Growth

Every hero learns and grows from their journey. Reflect on your mathematical adventure – the triumphs, the challenges, and the moments when you felt like a true math hero. What did you learn, and how will it shape your future quests?

Step 9: Documenting Your Epic Saga

Don’t forget to chronicle your adventure in the Math Explorer’s Handbook. Detail your quest, share your findings, and create a guide for future adventurers looking to unravel the mysteries you’ve conquered.

Step 10: Celebration and Beyond

Celebrate your victory! Whether it’s a virtual high-five or a victorious dance, relish in the glory of your mathematical conquest. But remember, this is just the beginning. There are countless mathematical adventures waiting for a brave explorer like you.

So, are you ready to embark on your mathematical journey? The Math Explorer’s Handbook awaits, and the world of numbers is eager to reveal its secrets. Happy exploring! 

How do you come up with a math project?

Check out how to come up with a math project:-

Step 1: Dive into Your Math Wonderland

Imagine your brain as a magical land filled with mathematical wonders. What part of this wonderland intrigues you the most? Is it the enchanted realm of patterns, the mystical world of numbers, or maybe the adventurous territory of real-world applications? Identify your math passion and let it guide your project.

Step 2: Real-world Math Quests

Imagine yourself as a math detective exploring the real world for hidden numerical treasures. Where can you find math in your daily life? Consider challenges in your surroundings that could be solved with a touch of mathematical wizardry. From personal dilemmas to  global issues , the world is your math oyster.

Step 3: Let Ideas Rain Down

Now, let’s brainstorm! Picture ideas falling from the sky like raindrops. Don’t worry about perfection; just let the ideas flow. What if you could solve everyday problems using math? What if you could create something visually stunning with numbers? Your ideas are the rain that nourishes the seeds of a brilliant math project.

Step 4: Class Notes – The Map to Math Gold

Time to dust off your class notes and textbooks – they’re the treasure maps to mathematical gold. What concepts made your eyes sparkle with curiosity? Can you take one of these concepts on a grander adventure? Your classroom is a vault of mathematical secrets waiting to be explored.

Step 5: Gather Your Fellowship

Math is more fun with friends! Gather your mathematical fellowship – classmates, friends, or even your wise math mentor. Discuss your ideas, listen to theirs, and watch as your collective imagination sparks a fire of creativity. A shared adventure is often the most thrilling one.

Step 6: Resources – Your Magical Tools

Explore the magical tools at your disposal. Do you have access to data, software, or the wisdom of ancient mathematical scrolls (okay, maybe just textbooks)? Knowing your resources helps shape the epic scope of your math quest.

Step 7: Define Your Epic Quest

What is your grand objective? Define the quest you’re embarking on. Whether it’s tackling a real-world problem, unraveling a mathematical mystery, or creating a visual masterpiece, set a clear goal. Your quest awaits, brave math adventurer!

Step 8: Audience – Who’s Joining Your Adventure?

Consider your audience – the fellow adventurers eager to join your quest. Are you explaining your findings to classmates, sharing with educators, or enchanting the general public? Tailor your storytelling to captivate your audience, no matter their mathematical background.

Step 9: Plan Your Adventure Map

Outline the steps of your mathematical adventure. Will you need to collect data, create models, or embark on a virtual expedition? Break down your quest into manageable tasks, marking checkpoints to celebrate as you conquer each challenge.

Step 10: Flexibility is Your Magic Wand

In the world of math adventures, flexibility is your greatest magic. Be open to twists and turns in your quest. Sometimes, the most enchanting discoveries happen when you least expect them. Enjoy the adventure, celebrate the victories, and revel in the joy of mathematical exploration!

In conclusion, mathematics isn’t just about numbers and formulas; it’s a fascinating realm of endless possibilities. These math project topics open doors to a world of exploration and discovery.

Whether you’re a student on a quest for an exciting research project or a math lover seeking a fresh challenge, these ideas invite you to embark on a thrilling journey through the vast landscapes of mathematical wonder.

So, let your curiosity run wild and dive into the captivating world of math – where every problem is an opportunity waiting to be solved. Happy problem-solving!

Frequently Asked Questions

Can these projects be adapted for group work or individual study.

Certainly! Many projects can be tailored for both individual exploration and collaborative group work.

How can these projects contribute to personal and professional development?

Engaging in these projects fosters critical thinking, problem-solving skills, and a deeper appreciation for the practical applications of mathematics.

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The math problem that took nearly a century to solve: Secret to Ramsey numbers

Mathematicians unlock the secret to ramsey numbers.

We've all been there: staring at a math test with a problem that seems impossible to solve. What if finding the solution to a problem took almost a century? For mathematicians who dabble in Ramsey theory, this is very much the case. In fact, little progress had been made in solving Ramsey problems since the 1930s.

Now, University of California San Diego researchers Jacques Verstraete and Sam Mattheus have found the answer to r(4,t), a longstanding Ramsey problem that has perplexed the math world for decades.

What was Ramsey's problem, anyway?

In mathematical parlance, a graph is a series of points and the lines in between those points. Ramsey theory suggests that if the graph is large enough, you're guaranteed to find some kind of order within it -- either a set of points with no lines between them or a set of points with all possible lines between them (these sets are called "cliques"). This is written as r(s,t) where s are the points with lines and t are the points without lines.

To those of us who don't deal in graph theory, the most well-known Ramsey problem, r(3,3), is sometimes called "the theorem on friends and strangers" and is explained by way of a party: in a group of six people, you will find at least three people who all know each other or three people who all don't know each other. The answer to r(3,3) is six.

"It's a fact of nature, an absolute truth," Verstraete states. "It doesn't matter what the situation is or which six people you pick -- you will find three people who all know each other or three people who all don't know each other. You may be able to find more, but you are guaranteed that there will be at least three in one clique or the other."

What happened after mathematicians found that r(3,3) = 6? Naturally, they wanted to know r(4,4), r(5,5), and r(4,t) where the number of points that are not connected is variable. The solution to r(4,4) is 18 and is proved using a theorem created by Paul Erdös and George Szekeres in the 1930s.

Currently r(5,5) is still unknown.

A good problem fights back

Why is something so simple to state so hard to solve? It turns out to be more complicated than it appears. Let's say you knew the solution to r(5,5) was somewhere between 40-50. If you started with 45 points, there would be more than 10 234 graphs to consider!

"Because these numbers are so notoriously difficult to find, mathematicians look for estimations," Verstraete explained. "This is what Sam and I have achieved in our recent work. How do we find not the exact answer, but the best estimates for what these Ramsey numbers might be?"

Math students learn about Ramsey problems early on, so r(4,t) has been on Verstraete's radar for most of his professional career. In fact, he first saw the problem in print in Erdös on Graphs: His Legacy of Unsolved Problems, written by two UC San Diego professors, Fan Chung and the late Ron Graham. The problem is a conjecture from Erdös, who offered $250 to the first person who could solve it.

"Many people have thought about r(4,t) -- it's been an open problem for over 90 years," Verstraete said. "But it wasn't something that was at the forefront of my research. Everybody knows it's hard and everyone's tried to figure it out, so unless you have a new idea, you're not likely to get anywhere."

Then about four years ago, Verstraete was working on a different Ramsey problem with a mathematician at the University of Illinois-Chicago, Dhruv Mubayi. Together they discovered that pseudorandom graphs could advance the current knowledge on these old problems.

In 1937, Erdös discovered that using random graphs could give good lower bounds on Ramsey problems. What Verstraete and Mubayi discovered was that sampling from pseudo random graphs frequently gives better bounds on Ramsey numbers than random graphs. These bounds -- upper and lower limits on the possible answer -- tightened the range of estimations they could make. In other words, they were getting closer to the truth.

In 2019, to the delight of the math world, Verstraete and Mubayi used pseudorandom graphs to solve r(3,t). However, Verstraete struggled to build a pseudorandom graph that could help solve r(4,t).

He began pulling in different areas of math outside of combinatorics, including finite geometry, algebra and probability. Eventually he joined forces with Mattheus, a postdoctoral scholar in his group whose background was in finite geometry.

"It turned out that the pseudorandom graph we needed could be found in finite geometry," Verstraete stated. "Sam was the perfect person to come along and help build what we needed."

Once they had the pseudorandom graph in place, they still had to puzzle out several pieces of math. It took almost a year, but eventually they realized they had a solution: r(4,t) is close to a cubic function of t . If you want a party where there will always be four people who all know each other or t people who all don't know each other, you will need roughly t 3 people present. There is a small asterisk (actually an o) because, remember, this is an estimate, not an exact answer. But t 3 is very close to the exact answer.

The findings are currently under review with the Annals of Mathematics .

"It really did take us years to solve," Verstraete stated. "And there were many times where we were stuck and wondered if we'd be able to solve it at all. But one should never give up, no matter how long it takes."

Verstraete emphasizes the importance of perseverance -- something he reminds his students of often. "If you find that the problem is hard and you're stuck, that means it's a good problem. Fan Chung said a good problem fights back. You can't expect it just to reveal itself."

Verstraete knows such dogged determination is well-rewarded: "I got a call from Fan saying she owes me $250."

• Mathematics
• Math Puzzles
• Mathematical Modeling
• Educational Technology
• Computer Modeling
• Distributed Computing
• Quantum computer
• Knot theory
• Massively multiplayer online game
• Supercomputer
• Algebraic geometry
• John von Neumann
• Scientific method

Story Source:

Materials provided by University of California - San Diego . Original written by Michelle Franklin. Note: Content may be edited for style and length.

Journal Reference :

• Sam Mattheus, Jacques Verstraete. The asymptotics of r(4,t) . Annals of Mathematics , 2024; 199 (2) DOI: 10.4007/annals.2024.199.2.8

Cite This Page :

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Do You Understand the Problem You’re Trying to Solve?

To solve tough problems at work, first ask these questions.

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Problem solving skills are invaluable in any job. But all too often, we jump to find solutions to a problem without taking time to really understand the dilemma we face, according to Thomas Wedell-Wedellsborg , an expert in innovation and the author of the book, What’s Your Problem?: To Solve Your Toughest Problems, Change the Problems You Solve .

In this episode, you’ll learn how to reframe tough problems by asking questions that reveal all the factors and assumptions that contribute to the situation. You’ll also learn why searching for just one root cause can be misleading.

Key episode topics include: leadership, decision making and problem solving, power and influence, business management.

HBR On Leadership curates the best case studies and conversations with the world’s top business and management experts, to help you unlock the best in those around you. New episodes every week.

• Listen to the original HBR IdeaCast episode: The Secret to Better Problem Solving (2016)
• Find more episodes of HBR IdeaCast
• Discover 100 years of Harvard Business Review articles, case studies, podcasts, and more at HBR.org .

HANNAH BATES: Welcome to HBR on Leadership , case studies and conversations with the world’s top business and management experts, hand-selected to help you unlock the best in those around you.

Problem solving skills are invaluable in any job. But even the most experienced among us can fall into the trap of solving the wrong problem.

Thomas Wedell-Wedellsborg says that all too often, we jump to find solutions to a problem – without taking time to really understand what we’re facing.

He’s an expert in innovation, and he’s the author of the book, What’s Your Problem?: To Solve Your Toughest Problems, Change the Problems You Solve .

  In this episode, you’ll learn how to reframe tough problems, by asking questions that reveal all the factors and assumptions that contribute to the situation. You’ll also learn why searching for one root cause can be misleading. And you’ll learn how to use experimentation and rapid prototyping as problem-solving tools.

This episode originally aired on HBR IdeaCast in December 2016. Here it is.

SARAH GREEN CARMICHAEL: Welcome to the HBR IdeaCast from Harvard Business Review. I’m Sarah Green Carmichael.

Problem solving is popular. People put it on their resumes. Managers believe they excel at it. Companies count it as a key proficiency. We solve customers’ problems.

The problem is we often solve the wrong problems. Albert Einstein and Peter Drucker alike have discussed the difficulty of effective diagnosis. There are great frameworks for getting teams to attack true problems, but they’re often hard to do daily and on the fly. That’s where our guest comes in.

Thomas Wedell-Wedellsborg is a consultant who helps companies and managers reframe their problems so they can come up with an effective solution faster. He asks the question “Are You Solving The Right Problems?” in the January-February 2017 issue of Harvard Business Review. Thomas, thank you so much for coming on the HBR IdeaCast .

THOMAS WEDELL-WEDELLSBORG: Thanks for inviting me.

SARAH GREEN CARMICHAEL: So, I thought maybe we could start by talking about the problem of talking about problem reframing. What is that exactly?

THOMAS WEDELL-WEDELLSBORG: Basically, when people face a problem, they tend to jump into solution mode to rapidly, and very often that means that they don’t really understand, necessarily, the problem they’re trying to solve. And so, reframing is really a– at heart, it’s a method that helps you avoid that by taking a second to go in and ask two questions, basically saying, first of all, wait. What is the problem we’re trying to solve? And then crucially asking, is there a different way to think about what the problem actually is?

SARAH GREEN CARMICHAEL: So, I feel like so often when this comes up in meetings, you know, someone says that, and maybe they throw out the Einstein quote about you spend an hour of problem solving, you spend 55 minutes to find the problem. And then everyone else in the room kind of gets irritated. So, maybe just give us an example of maybe how this would work in practice in a way that would not, sort of, set people’s teeth on edge, like oh, here Sarah goes again, reframing the whole problem instead of just solving it.

THOMAS WEDELL-WEDELLSBORG: I mean, you’re bringing up something that’s, I think is crucial, which is to create legitimacy for the method. So, one of the reasons why I put out the article is to give people a tool to say actually, this thing is still important, and we need to do it. But I think the really critical thing in order to make this work in a meeting is actually to learn how to do it fast, because if you have the idea that you need to spend 30 minutes in a meeting delving deeply into the problem, I mean, that’s going to be uphill for most problems. So, the critical thing here is really to try to make it a practice you can implement very, very rapidly.

There’s an example that I would suggest memorizing. This is the example that I use to explain very rapidly what it is. And it’s basically, I call it the slow elevator problem. You imagine that you are the owner of an office building, and that your tenants are complaining that the elevator’s slow.

Now, if you take that problem framing for granted, you’re going to start thinking creatively around how do we make the elevator faster. Do we install a new motor? Do we have to buy a new lift somewhere?

The thing is, though, if you ask people who actually work with facilities management, well, they’re going to have a different solution for you, which is put up a mirror next to the elevator. That’s what happens is, of course, that people go oh, I’m busy. I’m busy. I’m– oh, a mirror. Oh, that’s beautiful.

And then they forget time. What’s interesting about that example is that the idea with a mirror is actually a solution to a different problem than the one you first proposed. And so, the whole idea here is once you get good at using reframing, you can quickly identify other aspects of the problem that might be much better to try to solve than the original one you found. It’s not necessarily that the first one is wrong. It’s just that there might be better problems out there to attack that we can, means we can do things much faster, cheaper, or better.

SARAH GREEN CARMICHAEL: So, in that example, I can understand how A, it’s probably expensive to make the elevator faster, so it’s much cheaper just to put up a mirror. And B, maybe the real problem people are actually feeling, even though they’re not articulating it right, is like, I hate waiting for the elevator. But if you let them sort of fix their hair or check their teeth, they’re suddenly distracted and don’t notice.

But if you have, this is sort of a pedestrian example, but say you have a roommate or a spouse who doesn’t clean up the kitchen. Facing that problem and not having your elegant solution already there to highlight the contrast between the perceived problem and the real problem, how would you take a problem like that and attack it using this method so that you can see what some of the other options might be?

THOMAS WEDELL-WEDELLSBORG: Right. So, I mean, let’s say it’s you who have that problem. I would go in and say, first of all, what would you say the problem is? Like, if you were to describe your view of the problem, what would that be?

SARAH GREEN CARMICHAEL: I hate cleaning the kitchen, and I want someone else to clean it up.

THOMAS WEDELL-WEDELLSBORG: OK. So, my first observation, you know, that somebody else might not necessarily be your spouse. So, already there, there’s an inbuilt assumption in your question around oh, it has to be my husband who does the cleaning. So, it might actually be worth, already there to say, is that really the only problem you have? That you hate cleaning the kitchen, and you want to avoid it? Or might there be something around, as well, getting a better relationship in terms of how you solve problems in general or establishing a better way to handle small problems when dealing with your spouse?

SARAH GREEN CARMICHAEL: Or maybe, now that I’m thinking that, maybe the problem is that you just can’t find the stuff in the kitchen when you need to find it.

THOMAS WEDELL-WEDELLSBORG: Right, and so that’s an example of a reframing, that actually why is it a problem that the kitchen is not clean? Is it only because you hate the act of cleaning, or does it actually mean that it just takes you a lot longer and gets a lot messier to actually use the kitchen, which is a different problem. The way you describe this problem now, is there anything that’s missing from that description?

SARAH GREEN CARMICHAEL: That is a really good question.

THOMAS WEDELL-WEDELLSBORG: Other, basically asking other factors that we are not talking about right now, and I say those because people tend to, when given a problem, they tend to delve deeper into the detail. What often is missing is actually an element outside of the initial description of the problem that might be really relevant to what’s going on. Like, why does the kitchen get messy in the first place? Is it something about the way you use it or your cooking habits? Is it because the neighbor’s kids, kind of, use it all the time?

There might, very often, there might be issues that you’re not really thinking about when you first describe the problem that actually has a big effect on it.

SARAH GREEN CARMICHAEL: I think at this point it would be helpful to maybe get another business example, and I’m wondering if you could tell us the story of the dog adoption problem.

THOMAS WEDELL-WEDELLSBORG: Yeah. This is a big problem in the US. If you work in the shelter industry, basically because dogs are so popular, more than 3 million dogs every year enter a shelter, and currently only about half of those actually find a new home and get adopted. And so, this is a problem that has persisted. It’s been, like, a structural problem for decades in this space. In the last three years, where people found new ways to address it.

So a woman called Lori Weise who runs a rescue organization in South LA, and she actually went in and challenged the very idea of what we were trying to do. She said, no, no. The problem we’re trying to solve is not about how to get more people to adopt dogs. It is about keeping the dogs with their first family so they never enter the shelter system in the first place.

In 2013, she started what’s called a Shelter Intervention Program that basically works like this. If a family comes and wants to hand over their dog, these are called owner surrenders. It’s about 30% of all dogs that come into a shelter. All they would do is go up and ask, if you could, would you like to keep your animal? And if they said yes, they would try to fix whatever helped them fix the problem, but that made them turn over this.

And sometimes that might be that they moved into a new building. The landlord required a deposit, and they simply didn’t have the money to put down a deposit. Or the dog might need a $10 rabies shot, but they didn’t know how to get access to a vet.

And so, by instigating that program, just in the first year, she took her, basically the amount of dollars they spent per animal they helped went from something like $85 down to around $60. Just an immediate impact, and her program now is being rolled out, is being supported by the ASPCA, which is one of the big animal welfare stations, and it’s being rolled out to various other places.

And I think what really struck me with that example was this was not dependent on having the internet. This was not, oh, we needed to have everybody mobile before we could come up with this. This, conceivably, we could have done 20 years ago. Only, it only happened when somebody, like in this case Lori, went in and actually rethought what the problem they were trying to solve was in the first place.

SARAH GREEN CARMICHAEL: So, what I also think is so interesting about that example is that when you talk about it, it doesn’t sound like the kind of thing that would have been thought of through other kinds of problem solving methods. There wasn’t necessarily an After Action Review or a 5 Whys exercise or a Six Sigma type intervention. I don’t want to throw those other methods under the bus, but how can you get such powerful results with such a very simple way of thinking about something?

THOMAS WEDELL-WEDELLSBORG: That was something that struck me as well. This, in a way, reframing and the idea of the problem diagnosis is important is something we’ve known for a long, long time. And we’ve actually have built some tools to help out. If you worked with us professionally, you are familiar with, like, Six Sigma, TRIZ, and so on. You mentioned 5 Whys. A root cause analysis is another one that a lot of people are familiar with.

Those are our good tools, and they’re definitely better than nothing. But what I notice when I work with the companies applying those was those tools tend to make you dig deeper into the first understanding of the problem we have. If it’s the elevator example, people start asking, well, is that the cable strength, or is the capacity of the elevator? That they kind of get caught by the details.

That, in a way, is a bad way to work on problems because it really assumes that there’s like a, you can almost hear it, a root cause. That you have to dig down and find the one true problem, and everything else was just symptoms. That’s a bad way to think about problems because problems tend to be multicausal.

There tend to be lots of causes or levers you can potentially press to address a problem. And if you think there’s only one, if that’s the right problem, that’s actually a dangerous way. And so I think that’s why, that this is a method I’ve worked with over the last five years, trying to basically refine how to make people better at this, and the key tends to be this thing about shifting out and saying, is there a totally different way of thinking about the problem versus getting too caught up in the mechanistic details of what happens.

SARAH GREEN CARMICHAEL: What about experimentation? Because that’s another method that’s become really popular with the rise of Lean Startup and lots of other innovation methodologies. Why wouldn’t it have worked to, say, experiment with many different types of fixing the dog adoption problem, and then just pick the one that works the best?

THOMAS WEDELL-WEDELLSBORG: You could say in the dog space, that’s what’s been going on. I mean, there is, in this industry and a lot of, it’s largely volunteer driven. People have experimented, and they found different ways of trying to cope. And that has definitely made the problem better. So, I wouldn’t say that experimentation is bad, quite the contrary. Rapid prototyping, quickly putting something out into the world and learning from it, that’s a fantastic way to learn more and to move forward.

My point is, though, that I feel we’ve come to rely too much on that. There’s like, if you look at the start up space, the wisdom is now just to put something quickly into the market, and then if it doesn’t work, pivot and just do more stuff. What reframing really is, I think of it as the cognitive counterpoint to prototyping. So, this is really a way of seeing very quickly, like not just working on the solution, but also working on our understanding of the problem and trying to see is there a different way to think about that.

If you only stick with experimentation, again, you tend to sometimes stay too much in the same space trying minute variations of something instead of taking a step back and saying, wait a minute. What is this telling us about what the real issue is?

SARAH GREEN CARMICHAEL: So, to go back to something that we touched on earlier, when we were talking about the completely hypothetical example of a spouse who does not clean the kitchen–

THOMAS WEDELL-WEDELLSBORG: Completely, completely hypothetical.

SARAH GREEN CARMICHAEL: Yes. For the record, my husband is a great kitchen cleaner.

You started asking me some questions that I could see immediately were helping me rethink that problem. Is that kind of the key, just having a checklist of questions to ask yourself? How do you really start to put this into practice?

THOMAS WEDELL-WEDELLSBORG: I think there are two steps in that. The first one is just to make yourself better at the method. Yes, you should kind of work with a checklist. In the article, I kind of outlined seven practices that you can use to do this.

But importantly, I would say you have to consider that as, basically, a set of training wheels. I think there’s a big, big danger in getting caught in a checklist. This is something I work with.

My co-author Paddy Miller, it’s one of his insights. That if you start giving people a checklist for things like this, they start following it. And that’s actually a problem, because what you really want them to do is start challenging their thinking.

So the way to handle this is to get some practice using it. Do use the checklist initially, but then try to step away from it and try to see if you can organically make– it’s almost a habit of mind. When you run into a colleague in the hallway and she has a problem and you have five minutes, like, delving in and just starting asking some of those questions and using your intuition to say, wait, how is she talking about this problem? And is there a question or two I can ask her about the problem that can help her rethink it?

SARAH GREEN CARMICHAEL: Well, that is also just a very different approach, because I think in that situation, most of us can’t go 30 seconds without jumping in and offering solutions.

THOMAS WEDELL-WEDELLSBORG: Very true. The drive toward solutions is very strong. And to be clear, I mean, there’s nothing wrong with that if the solutions work. So, many problems are just solved by oh, you know, oh, here’s the way to do that. Great.

But this is really a powerful method for those problems where either it’s something we’ve been banging our heads against tons of times without making progress, or when you need to come up with a really creative solution. When you’re facing a competitor with a much bigger budget, and you know, if you solve the same problem later, you’re not going to win. So, that basic idea of taking that approach to problems can often help you move forward in a different way than just like, oh, I have a solution.

I would say there’s also, there’s some interesting psychological stuff going on, right? Where you may have tried this, but if somebody tries to serve up a solution to a problem I have, I’m often resistant towards them. Kind if like, no, no, no, no, no, no. That solution is not going to work in my world. Whereas if you get them to discuss and analyze what the problem really is, you might actually dig something up.

Let’s go back to the kitchen example. One powerful question is just to say, what’s your own part in creating this problem? It’s very often, like, people, they describe problems as if it’s something that’s inflicted upon them from the external world, and they are innocent bystanders in that.

SARAH GREEN CARMICHAEL: Right, or crazy customers with unreasonable demands.

THOMAS WEDELL-WEDELLSBORG: Exactly, right. I don’t think I’ve ever met an agency or consultancy that didn’t, like, gossip about their customers. Oh, my god, they’re horrible. That, you know, classic thing, why don’t they want to take more risk? Well, risk is bad.

It’s their business that’s on the line, not the consultancy’s, right? So, absolutely, that’s one of the things when you step into a different mindset and kind of, wait. Oh yeah, maybe I actually am part of creating this problem in a sense, as well. That tends to open some new doors for you to move forward, in a way, with stuff that you may have been struggling with for years.

SARAH GREEN CARMICHAEL: So, we’ve surfaced a couple of questions that are useful. I’m curious to know, what are some of the other questions that you find yourself asking in these situations, given that you have made this sort of mental habit that you do? What are the questions that people seem to find really useful?

THOMAS WEDELL-WEDELLSBORG: One easy one is just to ask if there are any positive exceptions to the problem. So, was there day where your kitchen was actually spotlessly clean? And then asking, what was different about that day? Like, what happened there that didn’t happen the other days? That can very often point people towards a factor that they hadn’t considered previously.

SARAH GREEN CARMICHAEL: We got take-out.

THOMAS WEDELL-WEDELLSBORG: S,o that is your solution. Take-out from [INAUDIBLE]. That might have other problems.

Another good question, and this is a little bit more high level. It’s actually more making an observation about labeling how that person thinks about the problem. And what I mean with that is, we have problem categories in our head. So, if I say, let’s say that you describe a problem to me and say, well, we have a really great product and are, it’s much better than our previous product, but people aren’t buying it. I think we need to put more marketing dollars into this.

Now you can go in and say, that’s interesting. This sounds like you’re thinking of this as a communications problem. Is there a different way of thinking about that? Because you can almost tell how, when the second you say communications, there are some ideas about how do you solve a communications problem. Typically with more communication.

And what you might do is go in and suggest, well, have you considered that it might be, say, an incentive problem? Are there incentives on behalf of the purchasing manager at your clients that are obstructing you? Might there be incentive issues with your own sales force that makes them want to sell the old product instead of the new one?

So literally, just identifying what type of problem does this person think about, and is there different potential way of thinking about it? Might it be an emotional problem, a timing problem, an expectations management problem? Thinking about what label of what type of problem that person is kind of thinking as it of.

SARAH GREEN CARMICHAEL: That’s really interesting, too, because I think so many of us get requests for advice that we’re really not qualified to give. So, maybe the next time that happens, instead of muddying my way through, I will just ask some of those questions that we talked about instead.

THOMAS WEDELL-WEDELLSBORG: That sounds like a good idea.

SARAH GREEN CARMICHAEL: So, Thomas, this has really helped me reframe the way I think about a couple of problems in my own life, and I’m just wondering. I know you do this professionally, but is there a problem in your life that thinking this way has helped you solve?

THOMAS WEDELL-WEDELLSBORG: I’ve, of course, I’ve been swallowing my own medicine on this, too, and I think I have, well, maybe two different examples, and in one case somebody else did the reframing for me. But in one case, when I was younger, I often kind of struggled a little bit. I mean, this is my teenage years, kind of hanging out with my parents. I thought they were pretty annoying people. That’s not really fair, because they’re quite wonderful, but that’s what life is when you’re a teenager.

And one of the things that struck me, suddenly, and this was kind of the positive exception was, there was actually an evening where we really had a good time, and there wasn’t a conflict. And the core thing was, I wasn’t just seeing them in their old house where I grew up. It was, actually, we were at a restaurant. And it suddenly struck me that so much of the sometimes, kind of, a little bit, you love them but they’re annoying kind of dynamic, is tied to the place, is tied to the setting you are in.

And of course, if– you know, I live abroad now, if I visit my parents and I stay in my old bedroom, you know, my mother comes in and wants to wake me up in the morning. Stuff like that, right? And it just struck me so, so clearly that it’s– when I change this setting, if I go out and have dinner with them at a different place, that the dynamic, just that dynamic disappears.

SARAH GREEN CARMICHAEL: Well, Thomas, this has been really, really helpful. Thank you for talking with me today.

THOMAS WEDELL-WEDELLSBORG: Thank you, Sarah.  

HANNAH BATES: That was Thomas Wedell-Wedellsborg in conversation with Sarah Green Carmichael on the HBR IdeaCast. He’s an expert in problem solving and innovation, and he’s the author of the book, What’s Your Problem?: To Solve Your Toughest Problems, Change the Problems You Solve .

We’ll be back next Wednesday with another hand-picked conversation about leadership from the Harvard Business Review. If you found this episode helpful, share it with your friends and colleagues, and follow our show on Apple Podcasts, Spotify, or wherever you get your podcasts. While you’re there, be sure to leave us a review.

We’re a production of Harvard Business Review. If you want more podcasts, articles, case studies, books, and videos like this, find it all at HBR dot org.

This episode was produced by Anne Saini, and me, Hannah Bates. Ian Fox is our editor. Music by Coma Media. Special thanks to Maureen Hoch, Adi Ignatius, Karen Player, Ramsey Khabbaz, Nicole Smith, Anne Bartholomew, and you – our listener.

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Letters to the editor: Happy 'art' was kept out of election; columnist can't do math

Keeping artwork out of election.

I do not know whether it is the Board of Supervisors who deserve the thanks or our Registrar of Voters Michelle Ascension.

Regardless of who is responsible, it is immensely satisfying that the walls of the Government Administration building were bare during the recent 2024 primary election. No political artwork was on display. This is not true of previous election cycles.

Under Mark Lunn, Ms. Ascension’s predecessor, and a different Board of Supervisors, the Government Center walls leading to the staircase and elevators that take a voter to the Elections Division displayed offensive and inflammatory politically themed artwork. The display was timed to coincide with early voting.

In 2018, the artwork included incendiary images of children in cages and a portrait of “Hillary Clinton on her first day in the Oval Office.” That portrait was hung on the most trafficked corner within the building leading to elevators and a staircase down to the Elections Division.

The art was chosen from a juried competition with cash prizes. The dual art exhibits were called “Still At War” and “Chaos & Order.” Remember, this was 2018 when President Donald Trump was in the White House.

In 2020, the building walls were closed to the public because of the now-disproved narrative about a so-called COVID-19 pandemic.

That was a tyranny of government actors doing the bidding of Governor Newsom in exchange for money. Newsom had officially announced that only counties which compelled compliance with his dictates would qualify for funds.

Fast forward to November 2022, Mark Lunn’s final election before retiring, and the artwork on the walls celebrated Black Lives Matter, Antifa, the LGBTQ agenda, and a host of other social constructs that sow dissent, division, and discord.

Gratefully, the walls during the recent election were “art-free.” Thank you.

Deborah “Deb” Baber, Port Hueneme

Walters can’t do basic math

Re: Dan Walters’ March 28 column, “Dark side of liberal government”:

On March 28, Mr. Walters propagated the gibberish that the inexplicable margin between the average price of gas in California and the rest of the country is due to what he claims to be the high cost of doing business in California.

He is clearly ignorant of the windfall profits that the state’s refiners have earned this past year. Consumer Watchdog tallied up these profits and determined that they add $1.01 to each gallon of gas sold in California.

Walters’ abject ignorance of business headlines and the most basic facts about the major determinants of fuel prices disqualify him from commenting on matters of money. The same ignorance distinguishes Walters as a third-rate partisan hack.

The column is the singular blemish that makes those of us who love the country wary of navigating to The Star’s site.

Payam Minoofar, Ventura

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April 2, 2024

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How can Australia solve the math teacher shortage? It can start by training more existing teachers to teach math

by Ian Gordon, Mary P. Coupland and Merrilyn Goos, The Conversation

Imagine if you enrolled your child in swimming lessons but instead of a qualified swimming instructor, they were taught freestyle technique by a soccer coach.

Something similar is happening in classrooms around Australia every day. As part of the ongoing teacher shortage, there are significant numbers of teachers teaching " out-of-field ." This means they are teaching subjects they are not qualified to teach.

One of the subjects where out-of-field teaching is particularly common is math.

A 2021 report on Australia's teaching workforce found that 40% of those teaching high school mathematics are out-of-field (English and science were 28% and 29%, respectively).

Another 2021 study of students in Year 8 found they were more likely to be taught by teachers who had specialist training in both math and math education if they went to a school in an affluent area rather than a disadvantaged one (54% compared with 31%).

Our new report looks at how we can fix this situation by training more existing teachers in math education.

Why is this a problem?

Mathematics is one of the key parts of school education. But we are seeing worrying signs students are not receiving the math education they need.

The 2021 study of Year 8 students showed those taught by teachers with a university degree majoring in math had markedly higher results, compared with those taught by out-of-field teachers.

We also know math skills are desperately needed in the broader workforce. The burgeoning worlds of big data and artificial intelligence rely on mathematical and statistical thinking, formulae and algorithms. Math has also been identified as a national skill shortages priority area .

What do we do about this?

There have been repeated efforts to address teacher shortages, including trying to retain existing mathematics teachers, having specialist teachers teaching across multiple schools and higher salaries . There is also a push to train more teachers from scratch, which of course will take many years to implement.

There is one strategy, however, that has not yet been given much attention by policy makers : upgrading current teachers' math and statistics knowledge and their skills in how to teach these subjects.

They already have training and expertise in how to teach and a commitment to the profession. Specific training in math will mean they can move from being out-of-field to "in-field".

How to give teachers this training

A new report commissioned by mathematics and statistics organizations in Australia (including the Australian Mathematical Sciences Institute) looks at what is currently available in Australia to train teachers in math.

It identified 12 different courses to give existing teachers math teaching skills. They varied in terms of location, duration (from six months to 18 months full-time) and aims.

For example, some were only targeted at teachers who want to teach math in the junior and middle years of high school. Some taught university-level math and others taught school-level math. Some had government funding support; others could cost students more than A$37,000.

Overall, we found the current system is confusing for teachers to navigate. There are complex differences between states about what qualifies a teacher to be "in-field" for a subject area.

In the current incentive environment, we found these courses cater to a very small number of teachers. For example, in 2024 in New South Wales this year there are only about 50 government-sponsored places available.

This is not adequate. Pre-COVID, it was estimated we were losing more than 1,000 equivalent full-time math teachers per year to attrition and retirement and new graduates were at best in the low hundreds.

But we don't know exactly how many extra teachers need to be trained in math. One of the key recommendations of the report is for accurate national data of every teacher 's content specializations.

We need a national approach

The report also recommends a national strategy to train more existing teachers to be math teachers. This would replace the current piecemeal approach.

It would involve a standard training regime across Australia with government and school-system incentives for people to take up extra training in math.

There is international evidence to show a major upskilling program like this could work.

In Ireland, where the same problem was identified, the government funds a scheme run by a group of universities. Since 2012, teachers have been able to get a formal qualification (a professional diploma). Between 2009 and 2018 the percentage of out-of-field math teaching in Ireland dropped from 48% to 25%.

To develop a similar scheme here in Australia, we would need coordination between federal and state governments and universities. Based on the Irish experience, it would also require several million dollars in funding.

But with students receiving crucial math lessons every day by teachers who are not trained to teach math, the need is urgent.

The report mentioned in this article was commissioned by the Australian Mathematical Sciences Institute, the Australian Mathematical Society, the Statistical Society of Australia, the Mathematics Education Research Group of Australasia and the Actuaries Institute.

Provided by The Conversation

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