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

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

What Is Problem Solving?

Definition and importance.

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

Problem-Solving Steps

The problem-solving process typically includes the following steps:

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

Defining the Problem

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

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

Generating Solutions

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

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

Evaluating and Selecting Solutions

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

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

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

Implementing and Monitoring the Solution

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

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

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

Problem-Solving Techniques

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

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

Brainstorming

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

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

When brainstorming, remember to:

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

Root Cause Analysis

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

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

SWOT Analysis

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

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

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

Mind Mapping

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

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

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

Examples of Problem Solving in Various Contexts

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

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

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

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

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

  • Overcoming a personal obstacle, such as improving your fitness level, by establishing achievable goals, measuring progress, and adjusting your approach accordingly
  • Navigating a new environment or city by researching your surroundings, asking for directions, or using technology like GPS to guide you
  • Dealing with a sudden change, like a change in your work schedule, by assessing the situation, identifying potential impacts, and adapting your plans to accommodate the change.
  • How to Resolve Employee Conflict at Work [Steps, Tips, Examples]
  • How to Write Inspiring Core Values? 5 Steps with Examples
  • 30 Employee Feedback Examples (Positive & Negative)

LifeHack

Brain Power

5 steps (and 4 techniques) for effective problem solving.

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Problem solving is the process of reviewing every element of an issue so you can get to a solution or fix it. Problem solving steps cover multiple aspects of a problem that you can bring together to find a solution. Whether that’s in a group collaboratively or independently, the process remains the same, but the approach and the steps can differ.

To find a problem solving approach that works for you, your team, or your company, you have to take into consideration the environment you’re in and the personalities around you.

Knowing the characters in the room will help you decide on the best approach to try and ultimately get to the best solution.

Table of Contents

5 problem solving steps, 4 techniques to encourage problem solving, the bottom line.

No matter what the problem is, to solve it, you nearly always have to follow these problem solving steps. Missing any of these steps can cause the problem to either resurface or the solution to not be implemented correctly.

Once you know these steps, you can then get creative with the approach you take to find the solutions you need.

1. Define the Problem

You must define and understand the problem before you start, whether you’re solving it independently or as a group. If you don’t have a single view of what the problem is, you could be fixing something that doesn’t need fixing, or you’ll fix the wrong problem.

Spend time elaborating on the problem, write it down, and discuss everything, so you’re clear on why the problem is occurring and who it is impacting.

Once you have clarity on the problem, you then need to start thinking about every possible solution . This is where you go big and broad, as you want to come up with as many alternative solutions as possible. Don’t just take the first idea; build out as many as you can through active listening, as the more you create, the more likely you’ll find a solution that has the best impact on the team.

3. Decide on a Solution

Whichever solution you pick individually or as a team, make sure you think about the impact on others if you implement this solution. Ask questions like:

  • How will they react to this change?
  • Will they need to change anything?
  • Who do we need to inform of this change?

4. Implement the Solution

At this stage of problem solving, be prepared for feedback, and plan for this. When you roll out the solution, request feedback on the success of the change made.

5. Review, Iterate, and Improve

Making a change shouldn’t be a one time action. Spend time reviewing the results of the change to make sure it’s made the required impact and met the desired outcomes.

Make changes where needed so you can further improve the solution implemented.

Each individual or team is going to have different needs and may need a different technique to encourage each of the problem solving steps. Try one of these to stimulate the process.

1-2-4 All Approach + Voting

The 1-2-4-All is a good problem solving approach that can work no matter how large the group is. Everyone is involved, and you can generate a vast amount of ideas quickly.

Ideas and solutions are discussed and organized rapidly, and what is great about this approach is the attendees own their ideas, so when it comes to implementing the solutions, you don’t have more work to gain buy-in.

As a facilitator, you first need to present the group with a question explaining the problem or situation. For example, “What actions or ideas would you recommend to solve the company’s lack of quiet working areas?”

With the question clear for all to see, the group then spends 5 minutes to reflect on the question individually. They can jot down their thoughts and ideas on Post-Its.

Now ask the participants to find one or two other people to discuss their ideas and thoughts with. Ask the group to move around to find a partner so they can mix with new people.

Ask the pairs to spend 5 minutes discussing their shared ideas and thoughts.

Next, put the group into groups of two or three pairs to make groups of 4-6. Each group shouldn’t be larger than six as the chances of everyone being able to speak reduces.

Ask the group to discuss one interesting idea they’ve heard in previous rounds, and each group member shares one each.

The group then needs to pick their preferred solution to the problem. This doesn’t have to be voted on, just one that resonated most with the group.

Then ask for three actions that could be taken to implement this change.

Bring everyone back together as a group and ask open questions like “What is the one thing you discussed that stood out for you?” or “Is there something you now see differently following these discussions?”

By the end of the session, you’ll have multiple approaches to solve the problem, and the whole group will have contributed to the future solutions and improvements.

The Lightning Decision Jam

The Lightning Decision Jam is a great way to solve problems collaboratively and agree on one solution or experiment you want to try straight away. It encourages team decision making, but at the same time, the individual can get their ideas and feedback across. [1]

If, as a team, you have a particular area you want to improve upon, like the office environment, for example, this approach is perfect to incorporate in the problem solving steps.

The approach follows a simple loop.

Make a Note – Stick It on The Wall – Vote – Prioritize

Using sticky notes, the technique identifies major problems, encourages solutions, and opens the group up for discussion. It allows each team member to play an active role in identifying both problems and ways to solve them.

Mind Mapping

Mind mapping is a fantastic visual thinking tool that allows you to bring problems to life by building out the connections and visualizing the relationships that make up the problem.

You can use a mind map to quickly expand upon the problem and give yourself the full picture of the causes of the problem, as well as solutions [2] .

Problem Solving with Mind Maps (Tutorial) - Focus

The goal of a mind map is to simplify the problem and link the causes and solutions to the problem.

To create a mind map, you must first create the central topic (level 1). In this case, that’s the problem.

Next, create the linked topics (level 2) that you place around and connect to the main central topic with a simple line.

If the central topic is “The client is always changing their mind at the last minute,” then you could have linked topics like:

  • How often does this happen?
  • Why are they doing this?
  • What are they asking for?
  • How do they ask for it?
  • What impact does this have?

Adding these linking topics allows you to start building out the main causes of the problem as you can begin to see the full picture of what you need to fix. Once you’re happy that you’ve covered the breadth of the problem and its issues, you can start to ideate on how you’re going to fix it with the problem solving steps.

Now, start adding subtopics (level 3) linking to each of the level 2 topics. This is where you can start to go big on solutions and ideas to help fix the problem.

For each of the linked topics (level 2), start to think about how you can prevent them, mitigate them, or improve them. As this is just ideas on paper, write down anything that comes to mind, even if you think the client will never agree to it!

The more you write down, the more ideas you’ll have until you find one or two that could solve the main problem.

Once you run out of ideas, take a step back and highlight your favorite solutions to take forward and implement.

The 5 Why’s

The five why’s can sound a little controversial, and you shouldn’t try this without prepping the team beforehand.

Asking “why” is a great way to go deep into the root of the problem to make the individual or team really think about the cause. When a problem arises, we often have preconceived ideas about why this problem has occurred, which is usually based on our experiences or beliefs.

Start with describing the problem, and then the facilitator can ask “Why?” fives time or more until you get to the root of the problem. It’s tough at first to keep being asked why, but it’s also satisfying when you get to the root of the problem [3] .

The 5 Whys

As a facilitator, although the basic approach is to ask why, you need to be careful not to guide the participant down a single route.

To help with this, you can use a mind map with the problem at the center. Then ask a why question that will result in multiple secondary topics around the central problem. Having this visual representation of the problem helps you build out more useful why questions around it.

Once you get to the root of the problem, don’t forget to be clear in the actions to put a fix in place to resolve it.

Learn more about how to use the five why’s here .

To fix a problem, you must first be in a position where you fully understand it. There are many ways to misinterpret a problem, and the best way to understand them is through conversation with the team or individuals who are experiencing it.

Once you’re aligned, you can then begin to work on the solutions that will have the greatest impact through effective problem solving steps.

For the more significant or difficult problems to solve, it’s often advisable to break the solution up into smaller actions or improvements.

Trial these improvements in short iterations, and then continue the conversations to review and improve the solution. Implementing all of these steps will help you root out the problems and find useful solutions each time.

[1]^UX Planet:
[2]^Focus:
[3]^Expert Program Management:

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Psychology Spot

All About Psychology

The 5 phases of problem solving

phases of problem solving

Problem solving is a complex psychological process through which we try to find the best way to overcome an obstacle or face a challenge. Unfortunately, this process is not always linear, but can follow tortuous paths, plunging us into a situation of psychological anguish when we believe that there is no possible solution.

On the other hand, knowing the phases of problem solving will save us a lot of headaches. Providing a coherent structure to the situation that concerns us, and having a common thread that guides us along the way, will help us to put some order in the mental chaos that problems usually generate.

To Solve a Problem, Experience Does not Always Work in Our Favor

Experience can be a plus or, on the contrary, become an impediment to solving problems. Psychologists from the universities of Hong Kong and Princeton examined how we implement problem-solving strategies by asking a group of people to solve a series of problems with matches.

Participants were presented with a series of linked squares. Each square in the matrix was made up of separate pieces, and people had to remove a certain number of matches while keeping a specified number of squares intact. The interesting thing about these types of problems is that they generally have more than one solution, different strategies can be used and these must change according to the configuration of the matrix, just as it usually happens with life problems.

These researchers found that participants went through two major stages in problem solving. At first they let themselves be carried away by the perceptual characteristics of the problem and began to explore different strategies, some successful and others not.

In a second moment they used the accumulated experience to narrow their options of strategies, focusing on those that were more successful. The problem is that the more the participants trusted their strategic knowledge, the more difficulties they had in solving problems that demanded the application of novel strategies. In practice, they suffered from a kind of functional fixation.

These series of experiments show us that to solve a problem we must keep an open mind because along the way circumstances are likely to change and we need the mental flexibility necessary to change our problem-solving strategies.

The Stages of Problem Solving We Can All Apply

1. Identify the problem

It may seem like a truism, but the truth is that identifying the real problem is not as easy as it seems, especially when it comes to a situation that affects us emotionally. In fact, when the problem is too scary or we sense that we do not have the psychological tools to solve it, we usually put into practice defense mechanisms such as displacement that allow us to erase the problematic situation from our conscious mind.

Instead, being able to identify the problem is the first step in finding a solution. Many times that means stopping looking outside for the culprits and searching within, wondering why a situation is particularly bothering or hindering us.

2. Understand the problem

Many times the problem brings with it the seed of the solution. So one of the steps in solving a problem is making sure we understand it. It is not enough to identify the problem, we need to define it. For this we need to analyze it from different perspectives.

For example, if we are trying to carry out a professional project that does not finish taking off, we have to clarify the reasons. Do we need more training? Are we in an overly competitive sector? Do we have enough resources? We need to understand the source of the problem.

Organizing the information available is another crucial step in the problem-solving process. We have to ask ourselves both, what we know about the problem and everything we do not know. Ultimately, the accuracy of the solution will largely depend on the amount of information available.

3. Assume a psychological distance

Most of the major problems in life have the potential to generate an emotional tsunami. However, many times that affective involvement obfuscates and prevents us from thinking clearly. That is why on many occasions one of the most important but least known phases for solving problems consists of moving away from what concerns us. To assume a psychological distance , we can take a few days away from the problematic environment or try to stop thinking about what worries us for a while.

During that time the unconscious mind will continue to work and is likely to generate creative and perfectly valid insights that lead to the solution of the problem. That distance to allow us to overcome the functional fixations that prevent us from thinking outside the box, giving way to a mental restructuring that will allow us to see the problem from another perspective.

4. Find solutions and develop strategies

Each problem is different, so it will require a specific solution. A solution cannot always be reached by insight, so it will be necessary to think of possible alternatives to solve the problem. Synectics , for example, is a problem-solving method that uses creativity to find original solutions.

The next step is to develop a strategy, since solutions that do not materialize in concrete steps are very difficult to implement. Therefore, we must ask ourselves how we are going to implement our solution. In this phase of problem solving it is important to be honest with ourselves and “land” that strategy taking into account our resources and real availability. It is useless to develop a great strategy if we cannot apply it later.

5. Evaluation of progress

Very few problems are solved overnight. These are generally complex situations that we must patiently “unwind” over time. Therefore, another of the phases to solve a problem consists of monitoring the results that we are achieving. This way we make sure that we are on the right track and we are not wasting energy and time uselessly.

In this last stage of problem solving it is important to be able to adapt our expectations. It is difficult for a professional project to take off in the blink of an eye, so we must focus on the small steps that indicate that the solution is paying off. To do this, it is important to sit down and reflect on the impact of the solution from time to time.

We must also bear in mind that circumstances often change, so we may need to make adjustments to our initial solution. This requires great mental flexibility to change course when we realize that the strategy is not as effective as we would like.

Fedor, A. et. Al. (2015) Problem solving stages in the five square problem.  Front. Psychol ; 6: 1050.

Louis Lee, N. Y. & Johnson-Laird, P. N. (2013) Strategic changes in problem solving.  Journal of Cognitive Psychology ; 25: 165–173. 

Gillen, G. (2009) Managing Executive Function Impairments to Optimize Function.  Cognitive and Perceptual Rehabilitation ; 245-283.

Jennifer Delgado

Psychologist Jennifer Delgado

I am a psychologist and I spent several years writing articles for scientific journals specialized in Health and Psychology. I want to help you create great experiences. Learn more about me .

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Guide: Problem Solving

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Author: Daniel Croft

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

Problem-solving stands as a fundamental skill, crucial in navigating the complexities of both everyday life and professional environments. Far from merely providing quick fixes, it entails a comprehensive process involving the identification, analysis, and resolution of issues.

This multifaceted approach requires an understanding of the problem’s nature, the exploration of its various components, and the development of effective solutions. At its core, problem-solving serves as a bridge from the current situation to a desired outcome, requiring not only the recognition of an existing gap but also the precise definition and thorough analysis of the problem to find viable solutions.

What is Problem Solving?

Problem Solving

At its core, problem-solving is about bridging the gap between the current situation and the desired outcome. It starts with recognizing that a discrepancy exists, which requires intervention to correct or improve. The ability to identify a problem is the first step, but it’s equally crucial to define it accurately. A well-defined problem is half-solved, as the saying goes.

Analyzing the problem is the next critical step. This analysis involves breaking down the problem into smaller parts to understand its intricacies. It requires looking at the problem from various angles and considering all relevant factors – be they environmental, social, technical, or economic. This comprehensive analysis aids in developing a deeper understanding of the problem’s root causes, rather than just its symptoms.

Reverse brainstorming - problem solving - Idea generation

Finally, effective problem-solving involves the implementation of the chosen solution and its subsequent evaluation. This stage tests the practicality of the solution and its effectiveness in the real world. It’s a critical phase where theoretical solutions meet practical application.

The Nature of Problems

The nature of the problem significantly influences the approach to solving it. Problems vary greatly in their complexity and structure, and understanding this is crucial for effective problem-solving.

Simple vs. Complex Problems : Simple problems are straightforward, often with clear solutions. They usually have a limited number of variables and predictable outcomes. On the other hand, complex problems are multi-faceted. They involve multiple variables, stakeholders, and potential outcomes, often requiring a more sophisticated analysis and a multi-pronged approach to solving.

Structured vs. Unstructured Problems : Structured problems are well-defined. They follow a specific pattern or set of rules, making their outcomes more predictable. These problems often have established methodologies for solving. For example, mathematical problems usually fall into this category. Unstructured problems, in contrast, are more ambiguous. They lack a clear pattern or set of rules, making their outcomes uncertain. These problems require a more exploratory approach, often involving trial and error, to identify potential solutions.

Understanding the type of problem at hand is essential, as it dictates the approach. For instance, a simple problem might require a straightforward solution, while a complex problem might need a more comprehensive, step-by-step approach. Similarly, structured problems might benefit from established methodologies, whereas unstructured problems might need more innovative and creative problem-solving techniques.

The Problem-Solving Process

The process of problem-solving is a methodical approach that involves several distinct stages. Each stage plays a crucial role in navigating from the initial recognition of a problem to its final resolution. Let’s explore each of these stages in detail.

Step 1: Identifying the Problem

Problem Identification

Step 2: Defining the Problem

Once the problem is identified, the next step is to define it clearly and precisely. This is a critical phase because a well-defined problem often suggests its solution. Defining the problem involves breaking it down into smaller, more manageable parts. It also includes understanding the scope and impact of the problem. A clear definition helps in focusing efforts and resources efficiently and serves as a guide to stay on track during the problem-solving process.

Step 3: Analyzing the Problem

Analyze Data

Step 4: Generating Solutions

Brainstorming-7-Methods-Learnleansigma

Step 5: Evaluating and Selecting Solutions

After generating a list of possible solutions, the next step is to evaluate each one critically. This evaluation includes considering the feasibility, costs, benefits, and potential impact of each solution. Techniques like cost-benefit analysis, risk assessment, and scenario planning can be useful here. The aim is to select the solution that best addresses the problem in the most efficient and effective way, considering the available resources and constraints.

Step 6: Implementing the Solution

Solution

Step 7: Reviewing and Reflecting

The final stage in the problem-solving process is to review the implemented solution and reflect on its effectiveness and the process as a whole. This involves assessing whether the solution met its intended goals and what could have been done differently. Reflection is a critical part of learning and improvement. It helps in understanding what worked well and what didn’t, providing valuable insights for future problem-solving efforts.

stages in problem solving

Tools and Techniques for Effective Problem Solving

Problem-solving is a multifaceted endeavor that requires a variety of tools and techniques to navigate effectively. Different stages of the problem-solving process can benefit from specific strategies, enhancing the efficiency and effectiveness of the solutions developed. Here’s a detailed look at some key tools and techniques:

Brainstorming

Brainwriting

SWOT Analysis (Strengths, Weaknesses, Opportunities, Threats)

SWOT-Analysis-Learnleansigma

Root Cause Analysis

This is a method used to identify the underlying causes of a problem, rather than just addressing its symptoms. One popular technique within root cause analysis is the “ 5 Whys ” method. This involves asking “why” multiple times (traditionally five) until the fundamental cause of the problem is uncovered. This technique encourages deeper thinking and can reveal connections that aren’t immediately obvious. By addressing the root cause, solutions are more likely to be effective and long-lasting.

stages in problem solving

Mind Mapping

Sub-Branches Mind map

Each of these tools and techniques can be adapted to different types of problems and situations. Effective problem solvers often use a combination of these methods, depending on the nature of the problem and the context in which it exists. By leveraging these tools, one can enhance their ability to dissect complex problems, generate creative solutions, and implement effective strategies to address challenges.

Developing Problem-Solving Skills

Developing problem-solving skills is a dynamic process that hinges on both practice and introspection. Engaging with a diverse array of problems enhances one’s ability to adapt and apply different strategies. This exposure is crucial as it allows individuals to encounter various scenarios, ranging from straightforward to complex, each requiring a unique approach. Collaborating with others in teams is especially beneficial. It broadens one’s perspective, offering insights into different ways of thinking and approaching problems. Such collaboration fosters a deeper understanding of how diverse viewpoints can contribute to more robust solutions.

Reflection is equally important in the development of problem-solving skills. Reflecting on both successes and failures provides valuable lessons. Successes reinforce effective strategies and boost confidence, while failures are rich learning opportunities that highlight areas for improvement. This reflective practice enables one to understand what worked, what didn’t, and why.

Critical thinking is a foundational skill in problem-solving. It involves analyzing information, evaluating different perspectives, and making reasoned judgments. Creativity is another vital component. It pushes the boundaries of conventional thinking and leads to innovative solutions. Effective communication also plays a crucial role, as it ensures that ideas are clearly understood and collaboratively refined.

In conclusion, problem-solving is an indispensable skill set that blends analytical thinking, creativity, and practical implementation. It’s a journey from understanding the problem to applying a solution and learning from the outcome.

Whether dealing with simple or complex issues, or structured or unstructured challenges, the essence of problem-solving lies in a methodical approach and the effective use of various tools and techniques. It’s a skill that is honed over time, through experience, reflection, and the continuous development of critical thinking, creativity, and communication abilities. In mastering problem-solving, one not only addresses immediate issues but also builds a foundation for future challenges, leading to more innovative and effective outcomes.

  • Mourtos, N.J., Okamoto, N.D. and Rhee, J., 2004, February. Defining, teaching, and assessing problem solving skills . In  7th UICEE Annual Conference on Engineering Education  (pp. 1-5).
  • Foshay, R. and Kirkley, J., 2003. Principles for teaching problem solving.   Technical paper ,  4 (1), pp.1-16.

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

A : The problem-solving process involves several key steps: identifying the problem, defining it clearly, analyzing it to understand its root causes, generating a range of potential solutions, evaluating and selecting the most viable solution, implementing the chosen solution, and finally, reviewing and reflecting on the effectiveness of the solution and the process used to arrive at it.

Q: How can brainstorming be effectively used in problem-solving?

A: Brainstorming is effective in the solution generation phase of problem-solving. It involves gathering a group and encouraging the free flow of ideas without immediate criticism. The goal is to produce a large quantity of ideas, fostering creative thinking. This technique helps in uncovering unique and innovative solutions that might not surface in a more structured setting.

Q: What is SWOT Analysis and how does it aid in problem-solving?

A : SWOT Analysis is a strategic planning tool used to evaluate the Strengths, Weaknesses, Opportunities, and Threats involved in a situation. In problem-solving, it aids by providing a clear understanding of the internal and external factors that could impact the problem and potential solutions. This analysis helps in formulating strategies that leverage strengths and opportunities while mitigating weaknesses and threats.

Q: Why is it important to understand the nature of a problem before solving it?

A : Understanding the nature of a problem is crucial as it dictates the approach for solving it. Problems can be simple or complex, structured or unstructured, and each type requires a different strategy. A clear understanding of the problem’s nature helps in applying the appropriate methods and tools for effective resolution.

Q: How does reflection contribute to developing problem-solving skills?

A : Reflection is a critical component in developing problem-solving skills. It involves looking back at the problem-solving process and the implemented solution to assess what worked well and what didn’t. Reflecting on both successes and failures provides valuable insights and lessons, helping to refine and improve problem-solving strategies for future challenges. This reflective practice enhances one’s ability to approach problems more effectively over time.

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Daniel Croft

Hi im Daniel continuous improvement manager with a Black Belt in Lean Six Sigma and over 10 years of real-world experience across a range sectors, I have a passion for optimizing processes and creating a culture of efficiency. I wanted to create Learn Lean Siigma to be a platform dedicated to Lean Six Sigma and process improvement insights and provide all the guides, tools, techniques and templates I looked for in one place as someone new to the world of Lean Six Sigma and Continuous improvement.

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7 Steps to an Effective Problem-Solving Process

September 1, 2016 | Leadership Articles

7 Steps to an Effective Problem-Solving Process

An effective problem-solving process is one of the key attributes that separate great leaders from average ones.

Being a successful leader doesn’t mean that you don’t have any problems. Rather, it means that you know how to solve problems effectively as they arise. If you never had to deal with any problems, chances are pretty high that your company doesn’t really need you. They could hire an entry-level person to do your job!

Unfortunately, there are many examples of leaders out there who have been promoted to management or leadership positions because they are competent and excel in the technical skills needed to do the work. These people find themselves suddenly needing to “think on their feet” and solve problems that are far more high-level and complicated than they’ve ever really had to deal with before. Are there tools available to these people to help them solve the problem correctly and effectively? Absolutely!

Today, I am going to introduce you to the Seven Steps of Effective Problem Solving that Bullet Proof® Managers are learning about, developing, and implementing in their teams.

Step 1: Identify the Problem

What are things like when they are the way we want them to be?

This question helps you find the standard against which we’re going to measure where we are now. If things were going the way we want them to go, what does that look like? If this person were doing the job we want him or her to do, what would they be doing?

And then ask this important question: How much variation from the norm is tolerable?

Therein lies the problem. From an engineering perspective, you might have very little tolerance. From a behavioral perspective, you might have more tolerance. You might say it’s okay with me when this person doesn’t do it exactly as I say because I’m okay with them taking some liberty with this. Some other issue you may need 100% compliance.

Step 2: Analyze the Problem

At what stage is this problem? This helps you identify the urgency of the problem, and there are generally three stages.

The emergent stage is where the problem is just beginning to happen. It does not cause an immediate threat to the way business operates every day. It is just beginning to happen and you have time on your side to be able to correct it without it causing much damage to the processes it is affecting. The mature stage is where this problem is causing more than just minor damage. Some amount of damage has been done, and you need to jump on it immediately to fix it before it becomes a problem where the consequences may be greater, deeper, and more expensive if we don’t solve this problem fast.

The third stage is the crisis stage, when the problem is so serious it must be corrected immediately. At this stage, real damage has been done to company processes, reputation, finances, etc. that will have potentially long-term effects on your ability to do business.

Step 3: Describe the Problem

You should be able to describe a problem by writing it in the form of a statement and you should do it in 12 words or less, assuming it’s not a complicated, scientific problem. This way, you have clarity exactly what the issue is. Then, perhaps try distributing it to your team to ensure they agree that this is the root of the problem, that it makes sense, and everyone that is working toward a solution is working toward the same goal.

The most important question of all, when describing your problem: Is your premise correct?

Let me give you an example of what I mean. We’ve all heard – or read – the story of the engineer’s take on the old “half empty, half full” question. A speaker holds up the glass of water and asks if the glass is half empty or half full, a discussion within the group ensues, and you generally expect some sort of lesson in optimism, etc. from it. In this version, an engineer is in the room and answers, “I see this glass of water as being twice the size it needs to be.”

You see, sometimes when you are the one in charge of the problem, you tend to set the premise of the problem from your own perspective. But, that premise may not be accurate, or it may just need an alternate perspective from which to see it. If your premise is not correct, or at least incomplete, you are not fully understanding the problem and considering all the best options for a solution.

Step 4: Look for Root Causes

This step involves asking and answering a lot of questions. Ask questions like: What caused this problem? Who is responsible for this problem? When did this problem first emerge? Why did this happen? How did this variance from the standard come to be? Where does it hurt us the most? How do we go about resolving this problem?

Also, ask the most important question: Can we solve this problem for good so it will never occur again? Because an important aspect to leadership is coming up with solutions that people can use for a long-term benefit, rather than having to deal with the same problems over and over and over.

Step 5: Develop Alternate Solutions

Just about any problem you have to deal with has more solutions to it than the one that you think of first. So, it is best to develop a list of alternate solutions that you and your team can assess and decide which one will be the best for the particular problem. I often use the ⅓ + 1 Rule to create consensus around one – or the top two or three solutions – that will be best for everyone involved.

Then rank those solutions based on efficiency, cost, long-term value, what resources you have and that you can commit to the solution of the problem. Then, look at every one of those solutions carefully and decide what you believe to be the best solution to this problem at this time.

Step 6: Implement the Solution

Implementing the solution you decide on can include creating an implementation plan. It could also include planning on what happens next if something goes wrong with the solution if it doesn’t work out the way you thought it would. Implementation means that everyone on your team knows and understands their part in making the solution work, that there are timelines for execution, and also that you have a system in place to track whether or not the solution has corrected the problem.

Step 7: Measure the Results

From your implementation plan in step 6, make sure you track and measure the results so you can answer questions such as: Did it work? Was this a good solution? Did we learn something here in the implementation that we could apply to other potential problems?

These seven simple steps will help you become a more effective, efficient problem solver in your organization. As you practice this process and develop the skills, these steps will become more natural to you until the point that you are using them without noticing!

About Crestcom International, LLC.

Crestcom International, LLC is an international leadership development organization, training more than one million leaders for 25,000 businesses in over 60 countries across the globe. Crestcom achieves this through a blend of live-facilitated multimedia video, interactive exercises, and shared learning experiences. Crestcom implements action plans and coaching accountability sessions to ensure measured development in key leadership competency areas. For more information, please contact your local Crestcom representative found here .

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What is problem-solving and how to do it right steps, processes, exercises.

The better your problem-solving skills are, the better (and easier!) your life will be. Organized problem-solving is a killer career skill - learn all about it here.

Whether we’re trying to solve a technical problem at work, or trying to navigate around a roadblock that Google Maps doesn’t see – most people are problem-solving every single day . 

But how effective are you at tackling the challenges in your life? Do you have a bullet-proof process you follow that ensures solid outcomes, or... Do you act on a whim of inspiration (or lack thereof) to resolve your pressing problems?

Here’s the thing: the better your problem-solving skills are - the better (and easier!) your life will be (both professionally and personally). Organized problem-solving is a killer career (and life!) skill, so if you want to learn how to do it in the most efficient way possible, you’ve come to the right place.  

Read along to learn more about the steps, techniques and exercises of the problem-solving process.

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What is Problem-Solving?

We’re faced with the reality of having to solve problems every day, both in our private and professional lives. So why do we even need to learn about problem-solving? Aren’t we versed in it well enough already?

Well, what separates problem-solving from dealing with the usual day-to-day issues is that it’s a distinct process that allows you to go beyond the standard approaches to solving a problem and allows you to come up with more effective and efficient solutions. Or in other words, problem-solving allows you to knock out those problems with less effort. 

Just like with any other skill, there’s an efficient way to solve problems, and a non-efficient one. While it might be tempting to go for the quickest fix for your challenge without giving it much thought, it will only end up costing you more time down the road. Quick fixes are rarely (if ever!) effective and end up being massive time wasters. 

What separates problem-solving from dealing with the usual day-to-day issues is that it’s a distinct process that allows you to go beyond the standard approaches to solving a problem and allows you to come up with more effective and efficient solutions.

On the other hand, following a systemized clear process for problem-solving allows you to shortcut inefficiencies and time-wasters, turn your challenges into opportunities, and tackle problems of any scope without the usual stress and hassle. 

What is the process that you need to follow, then? We’re glad you asked...

The Five Stages of Problem-Solving

So what’s the best way to move through the problem-solving process? There’s a 5-step process that you can follow that will allow you to solve your challenges more efficiently and effectively. In short, you need to move through these 5 steps: 

  • Defining a problem
  • Ideating on a solution
  • Committing to a course of action
  • Implementing your solution
  • And finally – analyzing the results. 

The 5 stages of problem-solving

Let’s look at each of those stages in detail.

Step 1: Defining The Problem

The first step might sound obvious, but trust us, you don’t want to skip it! Clearly defining and framing your challenge will help you guide your efforts and make sure you’re focussing on the things that matter, instead of being distracted by a myriad of other options, problems and issues that come up. 

For once, you have to make sure you’re trying to solve the root cause, and not trying to mend the symptoms of it. For instance, if you keep losing users during your app onboarding process, you might jump to the conclusion that you need to tweak the process itself: change the copy, the screens, or the sequence of steps.

But unless you have clear evidence that confirms your hypothesis, your challenge might have an entirely different root cause, e.g. in confusing marketing communication prior to the app download. 

Clearly defining and framing your challenge will help you guide your efforts and make sure you’re focussing on the things that matter, all the while ensuring that you’re trying to solve the root cause, and not trying to mend the symptoms of it

That’s why it’s essential you take a close look at the entire problem, not just at a fraction of it.

There are several exercises that can help you get a broader, more holistic view of the problem, some of our all-time favorites include Expert Interviews, How Might We, or The Map. Check out the step-by-step instructions on how to run them (along with 5 more exercises for framing your challenge!) here. 

When in doubt, map out your challenge, and always try to tackle the bottlenecks that are more upstream - it’s likely that solving them will solve a couple of other challenges down the flow.

You also have to be mindful of how you frame the challenge: resist the urge to include a pre-defined solution into your problem statement. Priming your solutions to a predestined outcome destroys the purpose of following a step-by-step process in the first place!  

Steer clear of formulations like:

We need to change the onboarding process... or We need to improve ad copy to increase conversions. 

Instead, opt for more neutral, problem-oriented statements that don’t include a solution suggestion in them:

The drop off rate during the onboarding process is too high or Our ad conversion rates are below the norm.

Pro tip: Reframing your challenge as a ‘How Might We’ statement is a great way to spark up new ideas, opening your problem to a broader set of solutions, and is just a great way to reframe your problem into a more positive statement (without implying the possible solution!)

For example, following the onboarding drop-off rate problem we mentioned earlier, instead of framing it as a problem, you could opt for:

How Might We decrease the drop-off rate during the onboarding process? 

Find out more about the best exercises for problem framing here!

Now that you have a clear idea of what you’re trying to solve, it’s move on to the next phase of the problem-solving process.

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Step 2: ideating a solution.

Get ready to roll up your sleeves and challenge the status quo! This step of the problem-solving process is all about thinking outside of the box, challenging old assumptions, and thinking laterally. 

This stage is the one that tends to cause the most overwhelm in teams because it requires just the right balance of creativity and critical thinking, which tends to cause a lot of friction.

Our best advice?

Let go of the pressure to produce a polished, thought-through solution at this stage. You can hash out the details at a later point. Our goal right now is to come up with a direction, a prototype if you may, of where we want to move towards. 

Embrace the “quantity over quality” motto, and let your creative juices flow! Now, we’re not saying you should roll with sub-par ideas. But you shouldn’t get too fixated on feasibility and viability just yet . 

Your main goal during this step is to spark ideas, kick off your thinking process in the right direction, venture out of the familiar territories and think outside the box. 

For the ideation to be the most effective your team will have to feel safe to challenge the norm and wide-spread assumptions. So lay judgment by side, there is no space for “that’s the way it’s always been done” in this step.

For your ideation sessions to be as efficient as possible, we highly recommend to run them in a workshop setting: this helps reduce the usual drawbacks of open discussions in teams (i.e. groupthink & team politics!)

Our favorite exercises to run during this phase include Lightning Demos, Sketching, and variations of Brainstorming.  We crafted an entire article on how to run and facilitate these exercises in a separate article, so check it out of you’re going to be running an ideation session anytime soon!

Step 3: Choosing the Best Strategy & Committing

It’s time to decide which of the ideas that you generated in the last step will be the one you’ll implement. 

This step is arguably the hardest one to complete smoothly: groupthink, team politics, differences in opinions and communication styles all make it very hard to align a team on a common course of action. 

If you want to avoid the usual pitfalls of team decision-making, we recommend you steer clear of open unstructured discussion. While it’s useful in some scenarios, it’s a poor choice for when you need to make a decision, because it tends to reward the loudest people in the room, rather than give way to the best ideas. 

It’s crucial you not only commit to a course of action but get full buy-in from the team. If your team members don’t understand the reasons for a decision, or are not fully onboard, the implementation of your decision will be half-hearted, and that’s definitely not what you want! 

To achieve that, opt for anonymized, multi-layered voting, and include guided exercises like Storyboarding to prioritize your ideas. 

We’ve gathered the list of our top-rated decision-making exercises, along with step-by-step instructions on how to run them in this article!

As a bonus tip, we recommend you involve a facilitator throughout the entire process. They will help align the team, and guide them through prioritizing and de-prioritizing solutions, as well as defining the next steps. 

Pro tip : If you’re not the ultimate decision maker on the issue you’re trying to solve, make sure they’re in the room when the call is being made! Having a Decider in the room ensures that the decisions you come to will actually get executed on after, instead of getting shut down by your superiors after. 

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Step 4: implementing your solution.

Here’s a truth that might be hard to swallow: it doesn’t matter how innovative, creative, or original your idea is, if your execution is weak. 

One of our favourite illustrations of how this works in practice comes from the book “ Anything you want ” by Derek Sivers. He reveals that ideas should be treated as multipliers of execution. What this means is that a mediocre, “so-so” idea could be worth millions if executed well, while a “brilliant” idea can completely flop with bad execution. 

That’s why this step is crucial if you want to really master the problem-solving process. 

What do we mean by execution? Everything that happens after the whiteboards are wiped clean and your team starts to action the outcomes of your sessions, be it prototyping, development, or promotion. 

But don’t just take our word for it, look at the example of how execution affected Nintendo’s sales:

In the past few years, Nintendo has come up with 3 products: the Wii, the Wii U and the Switch. Check out their sales figures on the graph below - Wii is the clear-cut leader, followed by Switch, and finally Wii U lagging behind.

Nintendo's sales figure for 2018

The Wii was unbelievably successful - it was a genuinely unique, “brilliant”-level idea and it had a “brilliant” execution (20x $10 million = $200 million). It is  one of the fastest selling game consoles of all time and it completely took over the market.

The next product was called Wii U and it was a “great” concept but the execution was absolutely terrible. So even though this product was very interesting and innovative, the end result was 15x $1,000 = $15,000. 

Finally, Nintendo took the Wii U concept and tried it again with the Switch. The idea was “so so” as it was already done before, but the execution was “brilliant”. So, 5x $10 million = $50 million! Much better.

Excellent execution is more important than a good idea.

Bottom line?  

The same idea can either make no dent in the market and damage your share price OR become a market hit and increase your share price dramatically. The only difference between the two scenarios – execution.

So shift your focus from coming up with crazy, innovative, outlandish ideas that will disrupt the market, and concentrate on really nailing down your execution instead. 

This is likely the least “workshoppy” step out of the entire problem-solving process because it requires less alignment and decision-making and more..well.. Execution!

But hey, we wouldn’t be called “Workshopper” if we didn't offer you at least one way to optimize and workshopify (yup, we’re making it a thing) your execution process. 

Cue in….prototyping. 

We’re huge fans of prototyping all big solutions (and testing them!) The main reason?

This saves us time AND money! Prototyping and testing your solutions (especially if they’re time and investment-demanding) is a great way to make sure you’re creating something that is actually needed. 

The key with prototyping the right way is to keep it simple. Don’t invest too much time, or resources into it. The goal is to gather data for your future decisions, not to create a near-to-perfect mockup of your solution.  

There are LOADS of prototyping forms and techniques, and if you’d like to learn more on the subject you should definitely check out our extensive prototyping guide.  

Step 5: Analyzing the Results

You’re nearly done, woo! Now that you have defined the right problem to tackle, brainstormed the solutions, aligned your team on the course of action, and put your plan into action it’s time to take stock of your efforts. 

Seek feedback from all involved parties, analyze the data you’ve gathered, look at the bottom line of your efforts, and  take a hard look at your problem: did it get solved? And even more than that, did the process feel smoother, easier, and more efficient than it normally is?

Running a retrospective is a great way to highlight things that went well and that you should keep for your next round of problem.solving, as well as pinpoint inefficiencies that you can eliminate.

‍ But which kind of retrospective should you run? There are loads of options, and it’s easy to feel overwhelmed by them all, so we gathered our favorite retrospective variations in this article.

And there you have it, you just completed the cycle of  problem-solving. We highly recommend you follow through with all the steps, without leaving any out. They all complement and build on each other, and it’s the combination of all 5 of them that makes the process effective. 

Now that you have the problem solving process down, you might be wondering…

Do I need any special skills in order to be able to move through that process?

And the answer is… sort of! More in this in the next section.

Problem-Solving Skills 

While your skill set will need to adapt and change based on the challenges you’ll be working on, most efficient problem-solvers have a solid foundation of these key skills:   

  • Active listening. While you might be the expert in the area of your challenge, there’s not a single person on Earth that knows it all! Being open to others’ perspectives and practicing active listening will come in very handy during step 1 of the process, as you’re trying to define the scope and the exact angle of the problem you’re working on.
  • Analytical approach. Your analytical skills will help you understand problems and effectively develop solutions. You will also need analytical skills during research to help distinguish between effective and ineffective solutions.
  • Communication. Is there a single area of expertise that DOESN’T require strong communication skills? We honestly don’t think so! Just like with any other life area, clear communication can make or break your problem-solving process. Being able to clearly communicate why you need to solve this challenge to your team, as well as align your team on the course of action are crucial for the success of the process. 
  • Decision-making. Ultimately, you will need to make a decision about how to solve problems that arise. A process without outcomes–regardless of how well thought-out and elaborate–is useless! If you want your problem-solving huddles to be effective, you have to come to grips with prioritization techniques and decision-making frameworks. 
  • Facilitation. Problem-solving revolves around being able to guide a group or a team to a common decision, and facilitation skills are essential in making that happen. Knowing how to facilitate will make it easy to keep the group focussed on the challenge, shortcut circular discussions, and make sure you’re moving along to solving the problem instead of just treading waters with fruitless discussions. 

Not checking every single skill of your list just yet? Not to worry, the next section will give you practical tools on how to level up and improve your problem-solving skills.

How to Improve Your Problem-Solving Skills

Just like with any other skill, problem-solving is not an innate talent that you either have or you don’t.  There are concrete steps you can take to improve your skills. 

Here are some things that will get you closer to mastering the problem-solving process:

  • Practice, Practice, Practice

Practice makes perfect, and problem-solving skills are no exception! Seek opportunities to utilize and develop these skills any time you can. 

If you don’t know where or how to start just yet, here’s a suggestion that will get you up and running in no time: run a quick problem-solving session on a challenge that has been bothering your team for a while now. 

It doesn’t need to be the big strategic decision or the issue defining the future of the company. Something easy and manageable (like optimizing office space or improving team communication) will do. 

As you start feeling more comfortable with the problem-solving techniques, you can start tackling bigger challenges. Before you know it, you’ll master the art of creative problem-solving!

  • Use a tried and tested problem-solving workshop

Facilitation is one of the essential skills for problem-solving. But here’s the thing… Facilitation skills on their own won’t lead you to a solved challenge.

While being able to shortcut aimless discussions is a great skill, you have to make sure your problem-solving session has tangible outcomes. Using a tried and tested method, a workshop, is one of the easiest ways to do that. 

Our best advice is to get started with a tried and tested problem-solving workshop like the Lightning Decision Jam . The LDJ has all the right ingredients for quick, effective problem solving that leads to tangible outcomes. Give it a go!

  • Learn from your peers

You may have colleagues who are skilled problem solvers. Observing how those colleagues solve problems can help you improve your own skills. 

If possible, ask one of your more experienced colleagues if you can observe their techniques. Ask them relevant questions and try to apply as many of the new found skills i your career as possible. 

  • Learn & Practice the best problem-solving exercises

Having a toolbox of problem-solving exercises to pull from that can fit any type of challenge will make you a more versatile problem-solver and will make solving challenges that much easier for you! 

Once you get used to the groove of learning how to combine them into effective sessions or workshops, there’ll be no stopping you. What are some of the most effective problem-solving exercises? Glad you asked! We’ve gathered our favorite ones here, check it out! 

And there you have it, you’re now fully equipped for running creative problem-sessions with confidence and ease! Whichever method or exercise you choose, remember to keep track of your wins, and learn as much as you can from your losses! 

Anastasia Ushakova

Brand Strategist, Digital Marketer, and a Workshopper.

stages in problem solving

When Do You Need a Facilitator?

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The Ultimate Facilitation Glossary: 50 Facilitation Terms You Should Know (From A-Z)

stages in problem solving

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40 problem-solving techniques and processes

Problem solving workshop

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

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

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

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What is problem solving?

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

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

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

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

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

What is the seven step problem solving process?

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

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

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

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

The seven-step problem solving process is:

1. Problem identification 

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

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

2. Problem analysis and refinement

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

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

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

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

3. Solution generation

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

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

stages in problem solving

4. Solution development

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

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

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

5. Decision making and planning

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

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

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

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

6. Solution implementation 

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

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

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

7. Solution evaluation 

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

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

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

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

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

What does an effective problem solving process look like?

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

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

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

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

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

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

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

stages in problem solving

Complete problem-solving methods

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

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

Six Thinking Hats

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

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

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

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

Lightning Decision Jam

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

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

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

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

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

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

Problem Definition Process

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

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

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

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

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

The 5 Whys 

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

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

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

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

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

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

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

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

Discovery & Action Dialogue (DAD)

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

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

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

Discovery & Action Dialogue (DAD)   #idea generation   #liberating structures   #action   #issue analysis   #remote-friendly   DADs make it easy for a group or community to discover practices and behaviors that enable some individuals (without access to special resources and facing the same constraints) to find better solutions than their peers to common problems. These are called positive deviant (PD) behaviors and practices. DADs make it possible for people in the group, unit, or community to discover by themselves these PD practices. DADs also create favorable conditions for stimulating participants’ creativity in spaces where they can feel safe to invent new and more effective practices. Resistance to change evaporates as participants are unleashed to choose freely which practices they will adopt or try and which problems they will tackle. DADs make it possible to achieve frontline ownership of solutions.
Design Sprint 2.0

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

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

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

Open space technology

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

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

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

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

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

Techniques to identify and analyze problems

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

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

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

Let’s take a look!

Fishbone Analysis

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

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

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

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

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

Problem Tree 

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

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

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

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

SWOT Analysis

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

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

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

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

Agreement-Certainty Matrix

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

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

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

Agreement-Certainty Matrix   #issue analysis   #liberating structures   #problem solving   You can help individuals or groups avoid the frequent mistake of trying to solve a problem with methods that are not adapted to the nature of their challenge. The combination of two questions makes it possible to easily sort challenges into four categories: simple, complicated, complex , and chaotic .  A problem is simple when it can be solved reliably with practices that are easy to duplicate.  It is complicated when experts are required to devise a sophisticated solution that will yield the desired results predictably.  A problem is complex when there are several valid ways to proceed but outcomes are not predictable in detail.  Chaotic is when the context is too turbulent to identify a path forward.  A loose analogy may be used to describe these differences: simple is like following a recipe, complicated like sending a rocket to the moon, complex like raising a child, and chaotic is like the game “Pin the Tail on the Donkey.”  The Liberating Structures Matching Matrix in Chapter 5 can be used as the first step to clarify the nature of a challenge and avoid the mismatches between problems and solutions that are frequently at the root of chronic, recurring problems.

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

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

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

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

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

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

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

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

The Journalistic Six

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

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

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

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

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

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

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

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

LEGO Challenge

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

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

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

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

What, So What, Now What?

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

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

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

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

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

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

Journalists  

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

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

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

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

Problem-solving techniques for brainstorming solutions

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

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

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

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

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

Mindspin  

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

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

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

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

The Creativity Dice

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

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

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

The Creativity Dice   #creativity   #problem solving   #thiagi   #issue analysis   Too much linear thinking is hazardous to creative problem solving. To be creative, you should approach the problem (or the opportunity) from different points of view. You should leave a thought hanging in mid-air and move to another. This skipping around prevents premature closure and lets your brain incubate one line of thought while you consciously pursue another.

Idea and Concept Development

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

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

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

Problem-solving techniques for developing and refining solutions 

The success of any problem-solving process can be measured by the solutions it produces. After you’ve defined the issue, explored existing ideas, and ideated, it’s time to develop and refine your ideas in order to bring them closer to a solution that actually solves the problem.

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

Improved Solutions

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

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

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

Four Step Sketch

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

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

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

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

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

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

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

15% Solutions

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

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

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

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

15% Solutions   #action   #liberating structures   #remote-friendly   You can reveal the actions, however small, that everyone can do immediately. At a minimum, these will create momentum, and that may make a BIG difference.  15% Solutions show that there is no reason to wait around, feel powerless, or fearful. They help people pick it up a level. They get individuals and the group to focus on what is within their discretion instead of what they cannot change.  With a very simple question, you can flip the conversation to what can be done and find solutions to big problems that are often distributed widely in places not known in advance. Shifting a few grains of sand may trigger a landslide and change the whole landscape.

Problem-solving techniques for making decisions and planning

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

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

How-Now-Wow Matrix

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

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

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

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

Impact and Effort Matrix

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

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

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

Impact and Effort Matrix   #gamestorming   #decision making   #action   #remote-friendly   In this decision-making exercise, possible actions are mapped based on two factors: effort required to implement and potential impact. Categorizing ideas along these lines is a useful technique in decision making, as it obliges contributors to balance and evaluate suggested actions before committing to them.

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

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

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

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

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

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

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

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

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

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

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

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

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

Problem-solving warm-up activities

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

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

Check-in / Check-out

Solid processes are planned from beginning to end, and the best facilitators know that setting the tone and establishing a safe, open environment can be integral to a successful problem-solving process. Check-in / Check-out is a great way to begin and/or bookend a problem-solving workshop. Checking in to a session emphasizes that everyone will be seen, heard, and expected to contribute. 

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

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

Doodling Together  

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

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

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

Show and Tell

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

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

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

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

Constellations

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

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

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

Draw a Tree

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

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

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

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

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

Closing activities for a problem-solving process

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

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

One Breath Feedback

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

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

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

Who What When Matrix 

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

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

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

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

Response cards

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

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

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

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

Tips for effective problem solving

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

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

Clearly define the problem

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

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

Don’t jump to conclusions

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

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

Try different approaches  

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

Don’t take it personally 

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

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

Get the right people in the room

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

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

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

Create psychologically safe spaces for discussion

Identifying a problem accurately also requires that all members of a group are able to contribute their views in an open and safe manner.

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

Document everything

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

Bring a facilitator 

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

Develop your problem-solving skills

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

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

Design a great agenda

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

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

Save time and effort creating an effective problem solving process

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

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

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

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

stages in problem solving

Over to you

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

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

stages in problem solving

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

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thank you very much for these excellent techniques

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Certainly wonderful article, very detailed. Shared!

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

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MindManager Blog

The 5 steps of the solving problem process

August 17, 2023 by MindManager Blog

Whether you run a business, manage a team, or work in an industry where change is the norm, it may feel like something is always going wrong. Thankfully, becoming proficient in the problem solving process can alleviate a great deal of the stress that business issues can create.

Understanding the right way to solve problems not only takes the guesswork out of how to deal with difficult, unexpected, or complex situations, it can lead to more effective long-term solutions.

In this article, we’ll walk you through the 5 steps of problem solving, and help you explore a few examples of problem solving scenarios where you can see the problem solving process in action before putting it to work.

Understanding the problem solving process

When something isn’t working, it’s important to understand what’s at the root of the problem so you can fix it and prevent it from happening again. That’s why resolving difficult or complex issues works best when you apply proven business problem solving tools and techniques – from soft skills, to software.

The problem solving process typically includes:

  • Pinpointing what’s broken by gathering data and consulting with team members.
  • Figuring out why it’s not working by mapping out and troubleshooting the problem.
  • Deciding on the most effective way to fix it by brainstorming and then implementing a solution.

While skills like active listening, collaboration, and leadership play an important role in problem solving, tools like visual mapping software make it easier to define and share problem solving objectives, play out various solutions, and even put the best fit to work.

Before you can take your first step toward solving a problem, you need to have a clear idea of what the issue is and the outcome you want to achieve by resolving it.

For example, if your company currently manufactures 50 widgets a day, but you’ve started processing orders for 75 widgets a day, you could simply say you have a production deficit.

However, the problem solving process will prove far more valuable if you define the start and end point by clarifying that production is running short by 25 widgets a day, and you need to increase daily production by 50%.

Once you know where you’re at and where you need to end up, these five steps will take you from Point A to Point B:

  • Figure out what’s causing the problem . You may need to gather knowledge and evaluate input from different documents, departments, and personnel to isolate the factors that are contributing to your problem. Knowledge visualization software like MindManager can help.
  • Come up with a few viable solutions . Since hitting on exactly the right solution – right away – can be tough, brainstorming with your team and mapping out various scenarios is the best way to move forward. If your first strategy doesn’t pan out, you’ll have others on tap you can turn to.
  • Choose the best option . Decision-making skills, and software that lets you lay out process relationships, priorities, and criteria, are invaluable for selecting the most promising solution. Whether it’s you or someone higher up making that choice, it should include weighing costs, time commitments, and any implementation hurdles.
  • Put your chosen solution to work . Before implementing your fix of choice, you should make key personnel aware of changes that might affect their daily workflow, and set up benchmarks that will make it easy to see if your solution is working.
  • Evaluate your outcome . Now comes the moment of truth: did the solution you implemented solve your problem? Do your benchmarks show you achieved the outcome you wanted? If so, congratulations! If not, you’ll need to tweak your solution to meet your problem solving goal.

In practice, you might not hit a home-run with every solution you execute. But the beauty of a repeatable process like problem solving is that you can carry out steps 4 and 5 again by drawing from the brainstorm options you documented during step 2.

Examples of problem solving scenarios

The best way to get a sense of how the problem solving process works before you try it for yourself is to work through some simple scenarios.

Here are three examples of how you can apply business problem solving techniques to common workplace challenges.

Scenario #1: Manufacturing

Building on our original manufacturing example, you determine that your company is consistently short producing 25 widgets a day and needs to increase daily production by 50%.

Since you’d like to gather data and input from both your manufacturing and sales order departments, you schedule a brainstorming session to discover the root cause of the shortage.

After examining four key production areas – machines, materials, methods, and management – you determine the cause of the problem: the material used to manufacture your widgets can only be fed into your equipment once the machinery warms up to a specific temperature for the day.

Your team comes up with three possible solutions.

  • Leave your machinery running 24 hours so it’s always at temperature.
  • Invest in equipment that heats up faster.
  • Find an alternate material for your widgets.

After weighing the expense of the first two solutions, and conducting some online research, you decide that switching to a comparable but less expensive material that can be worked at a lower temperature is your best option.

You implement your plan, monitor your widget quality and output over the following week, and declare your solution a success when daily production increases by 100%.

Scenario #2: Service Delivery

Business training is booming and you’ve had to onboard new staff over the past month. Now you learn that several clients have expressed concern about the quality of your recent training sessions.

After speaking with both clients and staff, you discover there are actually two distinct factors contributing to your quality problem:

  • The additional conference room you’ve leased to accommodate your expanding training sessions has terrible acoustics
  • The AV equipment you’ve purchased to accommodate your expanding workforce is on back-order – and your new hires have been making do without

You could look for a new conference room or re-schedule upcoming training sessions until after your new equipment arrives. But your team collaboratively determines that the best way to mitigate both issues at once is by temporarily renting the high-quality sound and visual system they need.

Using benchmarks that include several weeks of feedback from session attendees, and random session spot-checks you conduct personally, you conclude the solution has worked.

Scenario #3: Marketing

You’ve invested heavily in product marketing, but still can’t meet your sales goals. Specifically, you missed your revenue target by 30% last year and would like to meet that same target this year.

After collecting and examining reams of information from your sales and accounting departments, you sit down with your marketing team to figure out what’s hindering your success in the marketplace.

Determining that your product isn’t competitively priced, you map out two viable solutions.

  • Hire a third-party specialist to conduct a detailed market analysis.
  • Drop the price of your product to undercut competitors.

Since you’re in a hurry for results, you decide to immediately reduce the price of your product and market it accordingly.

When revenue figures for the following quarter show sales have declined even further – and marketing surveys show potential customers are doubting the quality of your product – you revert back to your original pricing, revisit your problem solving process, and implement the market analysis solution instead.

With the valuable information you gain, you finally arrive at just the right product price for your target market and sales begin to pick up. Although you miss your revenue target again this year, you meet it by the second quarter of the following year.

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Problem-Solving Strategies and Obstacles

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  • Application
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From deciding what to eat for dinner to considering whether it's the right time to buy a house, problem-solving is a large part of our daily lives. Learn some of the problem-solving strategies that exist and how to use them in real life, along with ways to overcome obstacles that are making it harder to resolve the issues you face.

What Is Problem-Solving?

In cognitive psychology , the term 'problem-solving' refers to the mental process that people go through to discover, analyze, and solve problems.

A problem exists when there is a goal that we want to achieve but the process by which we will achieve it is not obvious to us. Put another way, there is something that we want to occur in our life, yet we are not immediately certain how to make it happen.

Maybe you want a better relationship with your spouse or another family member but you're not sure how to improve it. Or you want to start a business but are unsure what steps to take. Problem-solving helps you figure out how to achieve these desires.

The problem-solving process involves:

  • Discovery of the problem
  • Deciding to tackle the issue
  • Seeking to understand the problem more fully
  • Researching available options or solutions
  • Taking action to resolve the issue

Before problem-solving can occur, it is important to first understand the exact nature of the problem itself. If your understanding of the issue is faulty, your attempts to resolve it will also be incorrect or flawed.

Problem-Solving Mental Processes

Several mental processes are at work during problem-solving. Among them are:

  • Perceptually recognizing the problem
  • Representing the problem in memory
  • Considering relevant information that applies to the problem
  • Identifying different aspects of the problem
  • Labeling and describing the problem

Problem-Solving Strategies

There are many ways to go about solving a problem. Some of these strategies might be used on their own, or you may decide to employ multiple approaches when working to figure out and fix a problem.

An algorithm is a step-by-step procedure that, by following certain "rules" produces a solution. Algorithms are commonly used in mathematics to solve division or multiplication problems. But they can be used in other fields as well.

In psychology, algorithms can be used to help identify individuals with a greater risk of mental health issues. For instance, research suggests that certain algorithms might help us recognize children with an elevated risk of suicide or self-harm.

One benefit of algorithms is that they guarantee an accurate answer. However, they aren't always the best approach to problem-solving, in part because detecting patterns can be incredibly time-consuming.

There are also concerns when machine learning is involved—also known as artificial intelligence (AI)—such as whether they can accurately predict human behaviors.

Heuristics are shortcut strategies that people can use to solve a problem at hand. These "rule of thumb" approaches allow you to simplify complex problems, reducing the total number of possible solutions to a more manageable set.

If you find yourself sitting in a traffic jam, for example, you may quickly consider other routes, taking one to get moving once again. When shopping for a new car, you might think back to a prior experience when negotiating got you a lower price, then employ the same tactics.

While heuristics may be helpful when facing smaller issues, major decisions shouldn't necessarily be made using a shortcut approach. Heuristics also don't guarantee an effective solution, such as when trying to drive around a traffic jam only to find yourself on an equally crowded route.

Trial and Error

A trial-and-error approach to problem-solving involves trying a number of potential solutions to a particular issue, then ruling out those that do not work. If you're not sure whether to buy a shirt in blue or green, for instance, you may try on each before deciding which one to purchase.

This can be a good strategy to use if you have a limited number of solutions available. But if there are many different choices available, narrowing down the possible options using another problem-solving technique can be helpful before attempting trial and error.

In some cases, the solution to a problem can appear as a sudden insight. You are facing an issue in a relationship or your career when, out of nowhere, the solution appears in your mind and you know exactly what to do.

Insight can occur when the problem in front of you is similar to an issue that you've dealt with in the past. Although, you may not recognize what is occurring since the underlying mental processes that lead to insight often happen outside of conscious awareness .

Research indicates that insight is most likely to occur during times when you are alone—such as when going on a walk by yourself, when you're in the shower, or when lying in bed after waking up.

How to Apply Problem-Solving Strategies in Real Life

If you're facing a problem, you can implement one or more of these strategies to find a potential solution. Here's how to use them in real life:

  • Create a flow chart . If you have time, you can take advantage of the algorithm approach to problem-solving by sitting down and making a flow chart of each potential solution, its consequences, and what happens next.
  • Recall your past experiences . When a problem needs to be solved fairly quickly, heuristics may be a better approach. Think back to when you faced a similar issue, then use your knowledge and experience to choose the best option possible.
  • Start trying potential solutions . If your options are limited, start trying them one by one to see which solution is best for achieving your desired goal. If a particular solution doesn't work, move on to the next.
  • Take some time alone . Since insight is often achieved when you're alone, carve out time to be by yourself for a while. The answer to your problem may come to you, seemingly out of the blue, if you spend some time away from others.

Obstacles to Problem-Solving

Problem-solving is not a flawless process as there are a number of obstacles that can interfere with our ability to solve a problem quickly and efficiently. These obstacles include:

  • Assumptions: When dealing with a problem, people can make assumptions about the constraints and obstacles that prevent certain solutions. Thus, they may not even try some potential options.
  • Functional fixedness : This term refers to the tendency to view problems only in their customary manner. Functional fixedness prevents people from fully seeing all of the different options that might be available to find a solution.
  • Irrelevant or misleading information: When trying to solve a problem, it's important to distinguish between information that is relevant to the issue and irrelevant data that can lead to faulty solutions. The more complex the problem, the easier it is to focus on misleading or irrelevant information.
  • Mental set: A mental set is a tendency to only use solutions that have worked in the past rather than looking for alternative ideas. A mental set can work as a heuristic, making it a useful problem-solving tool. However, mental sets can also lead to inflexibility, making it more difficult to find effective solutions.

How to Improve Your Problem-Solving Skills

In the end, if your goal is to become a better problem-solver, it's helpful to remember that this is a process. Thus, if you want to improve your problem-solving skills, following these steps can help lead you to your solution:

  • Recognize that a problem exists . If you are facing a problem, there are generally signs. For instance, if you have a mental illness , you may experience excessive fear or sadness, mood changes, and changes in sleeping or eating habits. Recognizing these signs can help you realize that an issue exists.
  • Decide to solve the problem . Make a conscious decision to solve the issue at hand. Commit to yourself that you will go through the steps necessary to find a solution.
  • Seek to fully understand the issue . Analyze the problem you face, looking at it from all sides. If your problem is relationship-related, for instance, ask yourself how the other person may be interpreting the issue. You might also consider how your actions might be contributing to the situation.
  • Research potential options . Using the problem-solving strategies mentioned, research potential solutions. Make a list of options, then consider each one individually. What are some pros and cons of taking the available routes? What would you need to do to make them happen?
  • Take action . Select the best solution possible and take action. Action is one of the steps required for change . So, go through the motions needed to resolve the issue.
  • Try another option, if needed . If the solution you chose didn't work, don't give up. Either go through the problem-solving process again or simply try another option.

You can find a way to solve your problems as long as you keep working toward this goal—even if the best solution is simply to let go because no other good solution exists.

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

Dunbar K. Problem solving . A Companion to Cognitive Science . 2017. doi:10.1002/9781405164535.ch20

Stewart SL, Celebre A, Hirdes JP, Poss JW. Risk of suicide and self-harm in kids: The development of an algorithm to identify high-risk individuals within the children's mental health system . Child Psychiat Human Develop . 2020;51:913-924. doi:10.1007/s10578-020-00968-9

Rosenbusch H, Soldner F, Evans AM, Zeelenberg M. Supervised machine learning methods in psychology: A practical introduction with annotated R code . Soc Personal Psychol Compass . 2021;15(2):e12579. doi:10.1111/spc3.12579

Mishra S. Decision-making under risk: Integrating perspectives from biology, economics, and psychology . Personal Soc Psychol Rev . 2014;18(3):280-307. doi:10.1177/1088868314530517

Csikszentmihalyi M, Sawyer K. Creative insight: The social dimension of a solitary moment . In: The Systems Model of Creativity . 2015:73-98. doi:10.1007/978-94-017-9085-7_7

Chrysikou EG, Motyka K, Nigro C, Yang SI, Thompson-Schill SL. Functional fixedness in creative thinking tasks depends on stimulus modality .  Psychol Aesthet Creat Arts . 2016;10(4):425‐435. doi:10.1037/aca0000050

Huang F, Tang S, Hu Z. Unconditional perseveration of the short-term mental set in chunk decomposition .  Front Psychol . 2018;9:2568. doi:10.3389/fpsyg.2018.02568

National Alliance on Mental Illness. Warning signs and symptoms .

Mayer RE. Thinking, problem solving, cognition, 2nd ed .

Schooler JW, Ohlsson S, Brooks K. Thoughts beyond words: When language overshadows insight. J Experiment Psychol: General . 1993;122:166-183. doi:10.1037/0096-3445.2.166

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

Problem-Solving Process: Key Stages and Effective Strategies

stages in problem solving

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

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

The Necessity of Problem-Solving Skills

The role of problem-solving skills in life.

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

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

The role of problem-solving skills in modern society

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

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

The Problem-Solving Process

Identifying the problem.

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

Analyzing the Problem

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

Developing Potential Solutions

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

Implementing and Reviewing the Solution

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

Real-Life Application of the Problem-Solving Process

Case study: problem-solving in organizations.

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

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

Case Study: Problem-Solving in Personal Life

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

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

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

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

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

Understanding the problem-solving process.

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

Generating Alternative Solutions

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

Evaluating and Selecting Alternatives

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

Implementing the Solution

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

Monitoring and Reviewing

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

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

Understanding the Problem-Solving Process Identifying the Problem Effective problem solving begins with  identification . Individuals must precisely recognize the issue. Accuracy in defining the problem sets the right direction. Clarity is crucial to avoid ambiguity. This stage requires careful thought and analysis. Generating Alternative Solutions Once identified, brainstorming commences. It involves thinking broadly and freely. Creativity is key here. Participants should generate multiple potential solutions. Quantity trumps quality in this stage. Diverse perspectives enrich the pool of solutions. Evaluating and Selecting Alternatives Subsequently, analysis of the alternatives occurs. One must assess the feasibility of each solution. Criteria for evaluation include cost, time, and resources. This requires critical thinking skills. The goal is to narrow down to optimal solutions. Those with the highest success potential move forward. Implementing the Solution After selection, implementation begins. This step turns solutions into action. Adequate resources and proper guidance are necessary. Alignment with the overarching strategy is vital. Monitoring progress is crucial during this phase. Monitoring and Reviewing The final stage involves assessment. It determines the effectiveness of the solution. Feedback mechanisms should be in place. Learnings from this stage inform future problem-solving efforts. Continuous improvement becomes possible through regular monitoring. Reflecting on the process is invaluable. It ensures that the approach to solving problems evolves. Growth in problem-solving capabilities marks progress.

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

Assessing problem-solving strategies.

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

Types of Strategies

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

Impact on Outcome

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

Considerations

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

Strategy Effectiveness

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

Adaptation and Flexibility

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

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

Assessing Problem-Solving Strategies Researchers have long studied problem-solving strategies. These strategies critically shape outcomes. Strategies vary widely in their approaches. Each approach offers distinct advantages and disadvantages. They influence how individuals and groups tackle problems. Types of Strategies Common problem-solving strategies include algorithms, heuristics, trial and error, and insight. Algorithms involve step-by-step procedures. They guarantee a solution. Heuristics are rule-of-thumb strategies. They simplify complex problems. Trial and error involves attempting multiple solutions. Insight refers to the sudden realization of a problems solution. Impact on Outcome Each strategy impacts the outcome differently. An algorithmic approach ensures accuracy. Yet, it may become time-consuming. Heuristics provide quicker solutions. But they risk inaccuracies. Trial and error may lead to unexpected solutions. Yet, it often requires significant effort. Insight leads to rapid solutions. However, it cant be forced. Considerations Selecting a strategy depends on the problems nature. It also depends on the desired speed of resolution. Moreover, the available resources play a role. Personal experience and cognitive style also influence strategy choice. Strategy Effectiveness Effectiveness depends on context. Algorithms suit well-defined problems. Heuristics work well for complex, real-world issues. When solutions are not apparent, trial and error helps. For complex problems that suddenly become clear, insight is key. Adaptation and Flexibility One must adapt strategies as needed. Flexibility enhances problem-solving efficiency. This involves recognizing when a strategy fails. It also requires shifting to another method swiftly. Different strategies lead to different outcomes. Wise strategy selection is crucial. It requires understanding the problem and context. Flexibility and adaptability ensure efficient problem-solving. Each strategy has its place in the problem solvers toolkit.

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

Effective problem-solving strategies.

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

Define the Problem Clearly

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

Simplify Components

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

Gather Quality Data

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

Generate Multiple Solutions

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

Evaluate Solutions Critically

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

Execute with a Plan

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

Monitor and Adapt

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

Review Outcomes

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

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

Effective Problem-Solving Strategies Understanding problem-solving strategies is crucial. Scholars often debate their complexity. Effective techniques vary across disciplines. However, common strategies emerge for their utility. We will explore some notable ones. Define the Problem Clearly Clarity is key. Begin with a precise problem statement. This shapes the entire process. It narrows focus efficiently. Misunderstanding the problem wastes resources. Therefore, invest time here. Simplify Components Break down complex problems. Isolate simpler sub-problems. This makes challenges more manageable. It leads to incremental progress. Small victories maintain momentum. Gather Quality Data Data informs decisions. Prioritize relevant, accurate information gathering. Poor data leads to faulty solutions. Therefore, verify data sources rigorously. Generate Multiple Solutions Creativity expands options. List all possible solutions initially. Avoid premature judgment. Diverse perspectives enrich this phase. Brainstorming sessions prove beneficial here. Evaluate Solutions Critically Review potential solutions critically. Weigh pros and cons carefully. Short-term and long-term impacts matter. Consider resources, risks, and limitations. Decision matrices help organize this step. Execute with a Plan Solid plans guide action. Detail steps. Define timelines. Assign responsibilities. Execution without planning breeds chaos. Conversely, good plans facilitate smooth implementation. Monitor and Adapt Feedback loops are essential. They offer real-time insight. Monitor outcomes against expectations. Adapt plans when necessary. This ensures alignment with goals. Review Outcomes Assessment follows execution. Did the solution work? Understanding outcomes enables learning. It informs future problem-solving efforts. Sometimes, it even redefines the problem. These strategies, when applied rigorously, can significantly enhance problem-solving efforts. They require discipline and a willingness to adapt. Nevertheless, they are universally applicable and function as a strong foundation for effective decision-making and problem-solving across various contexts.

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

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Edison: The Workaholic Genius

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

A Positive Attitude for Problem Solving Skills

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

Unlocking Problem Solving Skills: Where Do Problems Come From?

A woman is sitting at a desk with a laptop in front of her. She is wearing a white shirt and glasses, and is looking directly at the computer screen. Her right hand is resting on the keyboard, and a finger of her left hand is raised in the air. On the laptop screen, there is a white letter 'O' on a black background. The background of the desk is a mesh pattern, and the surroundings are blurry. The woman appears to be focused and engaged in her work.

7 Problem Solving Skills You Need to Succeed

Humor That Works

The 5 Steps of Problem Solving

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Problem solving is a critical skill for success in business – in fact it’s often what you are hired and paid to do. This article explains the five problem solving steps and provides strategies on how to execute each one.

Defining Problem Solving

Before we talk about the stages of problem solving, it’s important to have a definition of what it is. Let’s look at the two roots of problem solving — problems and solutions.

Problem – a state of desire for reaching a definite goal from a present condition [1] Solution – the management of a problem in a way that successfully meets the goals set for treating it

[1] Problem solving on Wikipedia

One important call-out is the importance of having a goal. As defined above, the solution may not completely solve problem, but it does meet the goals you establish for treating it–you may not be able to completely resolve the problem (end world hunger), but you can have a goal to help it (reduce the number of starving children by 10%).

The Five Steps of Problem Solving

With that understanding of problem solving, let’s talk about the steps that can get you there. The five problem solving steps are shown in the chart below:

problem solving steps

However this chart as is a little misleading. Not all problems follow these steps linearly, especially for very challenging problems. Instead, you’ll likely move back and forth between the steps as you continue to work on the problem, as shown below:

problem solving steps iterative

Let’s explore of these steps in more detail, understanding what it is and the inputs and outputs of each phase.

1. Define the Problem

aka What are you trying to solve? In addition to getting clear on what the problem is, defining the problem also establishes a goal for what you want to achieve.

Input:  something is wrong or something could be improved. Output: a clear definition of the opportunity and a goal for fixing it.

2. Brainstorm Ideas

aka What are some ways to solve the problem? The goal is to create a list of possible solutions to choose from. The harder the problem, the more solutions you may need.

Input: a goal; research of the problem and possible solutions; imagination. Output: pick-list of possible solutions that would achieve the stated goal.

3. Decide on a Solution

aka What are you going to do? The ideal solution is effective (it will meet the goal), efficient (is affordable), and has the fewest side effects (limited consequences from implementation).

Input:  pick-list of possible solutions; decision-making criteria. Output: decision of what solution you will implement.

4. Implement the Solution

aka What are you doing? The implementation of a solution requires planning and execution. It’s often iterative, where the focus should be on short implementation cycles with testing and feedback, not trying to get it “perfect” the first time.

Input:  decision; planning; hard work. Output:  resolution to the problem.

5. Review the Results

aka What did you do? To know you successfully solved the problem, it’s important to review what worked, what didn’t and what impact the solution had. It also helps you improve long-term problem solving skills and keeps you from re-inventing the wheel.

Input:  resolutions; results of the implementation. Output: insights; case-studies; bullets on your resume.

Improving Problem Solving Skills

Once you understand the five steps of problem solving, you can build your skill level in each one. Often we’re naturally good at a couple of the phases and not as naturally good at others. Some people are great at generating ideas but struggle implementing them. Other people have great execution skills but can’t make decisions on which solutions to use. Knowing the different problem solving steps allows you to work on your weak areas, or team-up with someone who’s strengths complement yours.

Want to improve your problem solving skills? Want to perfect the art of problem solving?  Check out our training programs or try these 20 problem solving activities to improve creativity .

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22 thoughts on “The 5 Steps of Problem Solving”

stages in problem solving

very helpful and informative training

stages in problem solving

Thank you for the information

stages in problem solving

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stages in problem solving

I’m writing my 7th edition of Effective Security Management. I would like to use your circular graphic illustration in a new chapter on problem solving. You’re welcome to phone me at — with attribution.

stages in problem solving

Sure thing, shoot us an email at [email protected] .

stages in problem solving

i love your presentation. It’s very clear. I think I would use it in teaching my class problem solving procedures. Thank you

stages in problem solving

It is well defined steps, thank you.

stages in problem solving

these step can you email them to me so I can print them out these steps are very helpful

stages in problem solving

I like the content of this article, it is really helpful. I would like to know much on how PAID process (i.e. Problem statement, Analyze the problem, Identify likely causes, and Define the actual causes) works in Problem Solving.

stages in problem solving

very useful information on problem solving process.Thank you for the update.

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stages in problem solving

It makes sense that a business would want to have an effective problem solving strategy. Things could get bad if they can’t find solutions! I think one of the most important things about problem solving is communication.

stages in problem solving

Well in our school teacher teach us –

1) problem ldentification 2) structuring the problem 3) looking for possible solutions 4) lmplementation 5) monitoring or seeking feedback 6) decision making

Pleace write about it …

stages in problem solving

I teach Professional communication (Speech) and I find the 5 steps to problem solving as described here the best method. Your teacher actually uses 4 steps. The Feedback and decision making are follow up to the actual implementation and solving of the problem.

stages in problem solving

i know the steps of doing some guideline for problem solving

stages in problem solving

steps are very useful to solve my problem

stages in problem solving

The steps given are very effective. Thank you for the wonderful presentation of the cycle/steps/procedure and their connections.

stages in problem solving

I like the steps for problem solving

stages in problem solving

It is very useful for solving difficult problem i would reccomend it to a friend

stages in problem solving

this is very interesting because once u have learned you will always differentiate the right from the wrong.

stages in problem solving

I like the contents of the problem solving steps. informative.

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Humor Persona - Template B2B

I make an effort to appreciate the humor of everyday life....

This question helps us further the advancement of humor research to make it more equitable.

Humor Persona - Main B2C

SkillsYouNeed

  • INTERPERSONAL SKILLS
  • Problem Solving and Decision Making

Identifying and Structuring Problems

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Interpersonal Skills:

  • A - Z List of Interpersonal Skills
  • Interpersonal Skills Self-Assessment
  • Communication Skills
  • Emotional Intelligence
  • Conflict Resolution and Mediation Skills
  • Customer Service Skills
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  • Decision-Making and Problem-Solving
  • Effective Decision Making
  • Decision-Making Framework
  • Introduction to Problem Solving
  • Investigating Ideas and Solutions
  • Implementing a Solution and Feedback
  • Creative Problem-Solving
  • Social Problem-Solving
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This page continues from Problem Solving an Introduction that introduces problem solving as a concept and outlines the stages used to successfully solve problems.

This page covers the first two stages in the problem solving process: Identifying the Problem and Structuring the Problem .

Stage One: Identifying the Problem

Before being able to confront a problem its existence needs to be identified. This might seem an obvious statement but, quite often, problems will have an impact for some time before they are recognised or brought to the attention of someone who can do anything about them.

In many organisations it is possible to set up formal systems of communication so that problems are reported early on, but inevitably these systems do not always work. Once a problem has been identified, its exact nature needs to be determined: what are the goal and barrier components of the problem?  Some of the main elements of the problem can be outlined, and a first attempt at defining the problem should be made.  This definition should be clear enough for you to be able to easily explain the nature of the problem to others.

Looking at the problem in terms of goals and barriers can offer an effective way of defining many problems and splitting bigger problems into more manageable sub-problems.

Sometimes it will become apparent that what seems to be a single problem, is more accurately a series of sub-problems.  For example, in the problem:

“I have been offered a job that I want, but I don't have the transport to get there and I don't have enough money to buy a car.”

“ I want to take a job ” (main problem)

“ But I don't have transport to get there ” (sub-problem 1)

“ And I don't have enough money to buy a car ” (sub-problem 2)

Useful ways of describing more complex problems are shown in the section, ' Structuring the Problem' , below.

During this first stage of problem solving, it is important to get an initial working definition of the problem.  Although it may need to be adapted at a later stage, a good working definition makes it possible to describe the problem to others who may become involved in the problem solving process.  For example:

Problem Working Definition

Stage Two: Structuring the Problem

The second stage of the problem solving process involves gaining a deeper understanding of the problem. Firstly, facts need to be checked.

Problem Checking Facts
“I want to take a job, but I don’t have the transport to get there
and I don’t have enough money to buy a car.”
“Do I really want a job?”
“Do I really have no access to transport?”
“Can I really not afford to buy a car?”

The questions have to be asked, is the stated goal the real goal?  Are the barriers actual barriers and what other barriers are there?  In this example, the problem at first seems to be:

Goal Barrier 1 Barrier 2
Take the job No transport No money

This is also a good opportunity to look at the relationships between the key elements of the problem .  For example, in the 'Job-Transport-Money' problem, there are strong connections between all the elements.

By looking at all the relationships between the key elements, it appears that the problem is more about how to achieve any one of three things, i.e. job, transport or money, because solving one of these sub-problems will, in turn, solve the others.

This example shows how useful it is to have a representation of a problem.

Problems can be represented in the following ways:

  • Visually: using pictures, models or diagrams.
  • Verbally: describing the problem in words.

Visual and verbal representations include:

  • Chain diagrams
  • Flow charts
  • Tree diagrams

Chain Diagrams

Chain diagrams are powerful and simple ways of representing problems using a combination of diagrams and words.   The elements of the problem are set out in words, usually placed in boxes, and positioned in different places on a sheet of paper, using lines to represent the relationship between them.

Chain Diagrams are the simplest type, where all the elements are presented in an ordered list, each element being connected only with the elements immediately before and after it.  Chain diagrams usually represent a sequence of events needed for a solution.  A simple example of a chain diagram illustrates the job-transport-money example as as follows:

TAKE JOB

Flow Charts

Flow charts allow for inclusion of branches, folds, loops, decision points and many other relationships between the elements.  In practice, flow charts can be quite complicated and there are many conventions as to how they are drawn but, generally, simple diagrams are easier to understand and aid in 'seeing' the problem more readily.

Tree Diagrams

Tree diagrams and their close relative, the Decision Tree , are ways of representing situations where there are a number of choices or different possible events to be considered.  These types of diagram are particularly useful for considering all the possible consequences of solutions.

Remember that the aim of a visualisation is to make the problem clearer.  Over-complicated diagrams will just confuse and make the problem harder to understand.

Listing the elements of a problem can also help to represent priorities, order and sequences in the problem.  Goals can be listed in order of importance and barriers in order of difficulty.  Separate lists could be made of related goals or barriers.  The barriers could be listed in the order in which they need to be solved, or elements of the problem classified in a number of different ways.  There are many possibilities, but the aim is to provide a clearer picture of the problem.

1. Get money
2. Get car
3. Get job

A visual representation and a working definition together makes it far easier to describe a problem to others. Many problems will be far more complex than the example used here.

Continue to: Investigating Ideas and Possible Solutions

See also: Social Problem Solving Project Management Risk Management

University Human Resources

8-step problem solving process, organizational effectiveness.

121 University Services Building, Suite 50 Iowa City , IA 52242-1911 United States

Step 1: Define the Problem

  • What is the problem?
  • How did you discover the problem?
  • When did the problem start and how long has this problem been going on?
  • Is there enough data available to contain the problem and prevent it from getting passed to the next process step? If yes, contain the problem.

Step 2: Clarify the Problem

  • What data is available or needed to help clarify, or fully understand the problem?
  • Is it a top priority to resolve the problem at this point in time?
  • Are additional resources required to clarify the problem? If yes, elevate the problem to your leader to help locate the right resources and form a team. 
  •  Consider a Lean Event (Do-it, Burst, RPI, Project).
  • ∙Ensure the problem is contained and does not get passed to the next process step.

Step 3: Define the Goals

  • What is your end goal or desired future state?
  • What will you accomplish if you fix this problem?
  • What is the desired timeline for solving this problem?

Step 4: Identify Root Cause of the Problem

  • Identify possible causes of the problem.
  • Prioritize possible root causes of the problem.
  • What information or data is there to validate the root cause?

Step 5: Develop Action Plan

  • Generate a list of actions required to address the root cause and prevent problem from getting to others.
  • Assign an owner and timeline to each action.
  • Status actions to ensure completion.

Step 6: Execute Action Plan

  • Implement action plan to address the root cause.
  • Verify actions are completed.

Step 7: Evaluate the Results

  • Monitor and Collect Data.
  • Did you meet your goals defined in step 3? If not, repeat the 8-Step Process. 
  • Were there any unforeseen consequences?
  • If problem is resolved, remove activities that were added previously to contain the problem.

Step 8: Continuously Improve

  • Look for additional opportunities to implement solution.
  • Ensure problem will not come back and communicate lessons learned.
  • If needed, repeat the 8-Step Problem Solving Process to drive further improvements.

Problem-solving skills and how to improve them (with examples)

What’s life without its challenges? All of us will at some point encounter professional and personal hurdles. That might mean resolving a conflict with coworkers or making a big life decision. With effective problem solving skills, you’ll find tricky situations easier to navigate, and welcome challenges as opportunities to learn, grow and thrive. 

In this guide, we dive into the importance of problem solving skills and look at examples that show how relevant they are to different areas of your life. We cover how to find creative solutions and implement them, as well as ways to refine your skills in communication and critical thinking. Ready to start solving problems? Read on.

What is problem solving? 

Before we cover strategies for improving problem solving skills, it’s important to first have a clear understanding of the problem solving process. Here are the steps in solving a problem:

  • Recognise the issue you are facing 
  • Take a look at all the information to gain insights
  • Come up with solutions
  • Look at the pros and cons of each solution and how it might play out
  • Plan, organise and implement your solution
  • Continuously assess the effectiveness of the solution and make adjustments as needed

Problem solving skills

There’s more to problem solving than coming up with a quick fix. Effective problem solving requires wide range of skills and abilities, such as:

  • Critical thinking: the ability to think logically, analyse information and look at situations from different perspectives.
  • Creativity: being able to come up with innovative, out-of-the-box solutions.
  • Decision-making:  making informed choices by considering all the available information.
  • Communication:  being able to express ideas clearly and effectively.
  • Analytical skills: breaking down complex problems into smaller parts and examining each one.
  • Time management:  allocating time and resources effectively to address problems.
  • Adaptability: being open to change and willing to adjust strategies.
  • Conflict resolution:  skillfully managing conflicts and finding solutions that work for all.

Examples of problem solving skills

Problem solving skills in the workplace are invaluable, whether you need them for managing a team, dealing with clients or juggling deadlines. To get a better understanding of how you might use these skills in real-life scenarios, here are some problem solving examples that are common in the workplace.

  • Analytical thinking

Analytical thinking is something that comes naturally to some, while others have to work a little harder. It involves being able to look at problem solving from a logical perspective, breaking down the issues into manageable parts. 

Example scenarios of analytical thinking

Quality control: in a manufacturing facility, analytical thinking helps identify the causes of product defects in order to pinpoint solutions.

Market research: marketing teams rely on analytical thinking to examine consumer data, identify market trends and make informed decisions on ad campaigns.

  • Critical thinking

Critical thinkers are able to approach problems objectively, looking at different viewpoints without rushing to a decision. Critical thinking is an important aspect of problem solving, helping to uncover biases and assumptions and weigh up the quality of the information before making any decisions. 

Example scenarios of critical thinking

  • Strategic planning:  in the boardroom, critical thinking is important for assessing economic trends, competitor threats and more. It guides leaders in making informed decisions about long-term company goals and growth strategies.
  • Conflict resolution: HR professionals often use critical thinking when dealing with workplace conflicts. They objectively analyse the issues at hand and find an appropriate solution.

Decision-making

Making decisions is often the hardest part of problem solving. How do you know which solution is the right one? It involves evaluating information, considering potential outcomes and choosing the most suitable option. Effective problem solving relies on making well-informed decisions.

Example scenarios of decision-making

  • Budget allocation: financial managers must decide how to allocate resources to various projects or departments. 
  • Negotiation:  salespeople and procurement professionals negotiate terms, pricing and agreements with clients, suppliers and partners.

Research skills

Research skills are pivotal when it comes to problem solving, to ensure you have all the information you need to make an informed decision. These skills involve searching for relevant data, critically evaluating information sources, and drawing meaningful conclusions. 

Example scenarios of research skills

  • Product development: a tech startup uses research skills to conduct market research to identify gaps and opportunities in the market. 
  • Employee engagement:  an HR manager uses research skills to conduct employee surveys and focus groups.

A little creative flair goes a long way. By thinking outside the box, you can approach problems from different angles. Creative thinking involves combining existing knowledge, experiences and perspectives in new and innovative ways to come up with inventive solutions. 

Example scenarios of creativity

  • Cost reduction: creative problem solvers within a manufacturing company might look at new ways to reduce production costs by using waste materials.
  • Customer experience: a retail chain might look at implementing interactive displays and engaging store layouts to increase customer satisfaction and sales.

Collaboration

It’s not always easy to work with other people, but collaboration is a key element in problem solving, allowing you to make use of different perspectives and areas of expertise to find solutions.

Example scenarios

  • Healthcare diagnosis: in a hospital setting, medical professionals collaborate to diagnose complex medical cases.
  • Project management: project managers coordinate efforts, allocate resources and address issues that may arise during a project's lifecycle.

Conflict Resolution

Being able to mediate conflicts is a great skill to have. It involves facilitating open communication, understanding different perspectives and finding solutions that work for everyone. Conflict resolution is essential for managing any differences in opinion that arise.

Example scenarios of conflict resolution

  • Client dispute: a customer might be dissatisfied with a product or service and demand a refund. The customer service representative addresses the issue through active listening and negotiation to reach a solution.
  • Project delay: a project manager might face resistance from team members about a change in project scope and will need to find a middle ground before the project can continue.

Risk management

Risk management is essential across many workplaces. It involves analysing potential threats and opportunities, evaluating their impact and implementing strategies to minimise negative consequences. Risk management is closely tied to problem solving, as it addresses potential obstacles and challenges that may arise during the problem solving process.

Example scenarios of risk management

  • Project risk management: in a construction project, risk management involves identifying potential delays, cost overruns and safety hazards. Risk mitigation strategies are developed, such as scheduling buffers and establishing safety protocols. 
  • Financial risk management: in financial institutions, risk management assesses and manages risks associated with investments and lending.

Communication

Effective communication is a skill that will get you far in all areas of life. When it comes to problem solving, communication plays an important role in facilitating collaboration, sharing insights and ensuring that all stakeholders have the same expectations. 

Example scenarios of communication

  • Customer service improvement:  in a retail environment, open communication channels result in higher customer satisfaction scores.
  • Safety enhancement:  in a manufacturing facility, a robust communication strategy that includes safety briefings, incident reporting and employee training helps minimise accidents and injuries.

How to improve problem solving skills 

Ready to improve your problem solving skills? In this section we explore strategies and techniques that will give you a head start in developing better problem solving skills. 

Adopt the problem solving mindset

Developing a problem solving mindset will help you tackle challenges effectively . Start by accepting problems as opportunities for growth and learning, rather than as obstacles or setbacks. This will allow you to approach every challenge with a can-do attitude.

Patience is also essential, because it will allow you to work through the problem and its various solutions mindfully. Persistence is also important, so you can keep adapting your approach until you find the right solution.

Finally, don’t forget to ask questions. What do you need to know? What assumptions are you making? What can you learn from previous attempts? Approach problem solving as an opportunity to  acquire new skills . Stay curious, seek out solutions, explore new possibilities and remain open to different problem solving approaches.

Understand the problem

There’s no point trying to solve a problem you don’t understand. To analyse a problem effectively, you need to be able to define it. This allows you to break it down into smaller parts, making it easier to find causes and potential solutions. Start with a well-defined problem statement that is precise and specific. This will help you focus your efforts on the core issue, so you don’t waste time and resources on the wrong concerns.

Strategies for problem analysis

  • Start with the problem statement and ask ‘Why?’ multiple times to dig deeper.
  • Gather relevant data and information related to the problem. 
  • Include those affected by the problem in the analysis process.
  • Compare the current problem with similar situations or cases to gain valuable insights.
  • Use simulations to explore potential outcomes of different solutions.
  • Continuously gather feedback during the problem solving process. 

Develop critical thinking and creativity skills

Critical thinking and creativity are both important when it comes to looking at the problem objectively and thinking outside the box. Critical thinking encourages you to question assumptions, recognise biases and seek evidence to support your conclusions. Creative thinking allows you to look at the problem from different angles to reveal new insights and opportunities.

Enhance research and decision-making skills

Research and decision-making skills are pivotal in problem solving as they enable you to gather relevant information, analyse options and choose the best course of action. Research provides the information and data needed, and ensures that you have a comprehensive understanding of the problem and its context. Effective decision-making is about selecting the solution that best addresses the problem.

Strategies to improve research and decision-making skills

  • Clearly define what you want to achieve through research.
  • Use a variety of sources, including books, articles, research papers, interviews, surveys and online databases.
  • Evaluate the credibility and reliability of your information sources.
  • Incorporate risk assessment into your decision-making process. 
  • Seek input from experts, colleagues and mentors when making important decisions. 
  • After making decisions, reflect on the outcomes and lessons learned. Use this to improve your decision-making skills over time.

Strengthen collaboration skills

Being able to work with others is one of the most important skills to have at work. Collaboration skills enable everyone to work effectively as a team, share their perspectives and collectively find solutions. 

Tips for improving teamwork and collaboration

  • Define people’s roles and responsibilities within the team. 
  • Encourage an environment of open communication where team members feel comfortable sharing ideas.
  • Practise active listening by giving full attention to others when they speak. 
  • Hold regular check-in sessions to monitor progress, discuss challenges and make adjustments as needed.
  • Use collaboration tools and platforms to facilitate communication and document progress. 
  • Acknowledge and celebrate team achievements and milestones. 

Learn from past experiences

Once you’ve overcome a challenge, take the time to look back with a critical eye. How effective was the outcome? Could you have tweaked anything in your process? Learning from past experiences is important when it comes to problem solving. It involves reflecting on both successes and failures to gain insights, refine strategies and make more informed decisions in the future. 

Strategies for learning from past mistakes

  • After completing a problem solving effort, gather your team for a debriefing session. Discuss what went well and what could have been better.
  • Conduct a SWOT analysis (Strengths, Weaknesses, Opportunities, Threats) of resolved problems. 
  • Evaluate the outcomes of past solutions. Did they achieve the desired results? 
  • Commit to continuous learning and improvement. 

Leverage problem solving tools and resources

Problem-solving tools and resources are a great help when it comes to navigating complex challenges. These tools offer structured approaches, methodologies and resources that can streamline the process. 

Tools and resources for problem solving

  • Mind mapping:  mind maps visually organise ideas, concepts and their relationships. 
  • SWOT (Strengths, Weaknesses, Opportunities, Threats) Analysis:  helps in strategic planning and decision-making.
  • Fishbone diagram (Ishikawa Diagram): this tool visually represents the potential root causes of a problem, helping you identify underlying factors contributing to an issue.
  • Decision matrices:  these assist in evaluating options by assigning weights and scores to criteria and alternatives.
  • Process flowcharts:  these allow you to see the steps of a process in sequence, helping identify where the problem is occuring.
  • Decision support software:  software applications and tools, such as data analytics platforms, can help in data-driven decision-making and problem solving.
  • Online courses and training: allow you to acquire new skills and knowledge.

Regular practice

Practice makes perfect! Using your skills in real life allows you to refine them, adapt to new challenges and build confidence in your problem solving capabilities. Make sure to try out these skills whenever you can.

Practical problem solving exercises 

  • Do puzzles, riddles and brainteasers regularly. 
  • Identify real-life challenges or dilemmas you encounter and practice applying problem solving techniques to these situations.
  • Analyse case studies or scenarios relevant to your field or industry. 
  • Regularly review past problem solving experiences and consider what you learned from them. 
  • Attend workshops, webinars or training sessions focused on problem solving. 

How to highlight problem solving skills on a resumé

Effectively showcasing your problem solving skills on your resumé is a great way to demonstrate your ability to address challenges and add value to a workplace. We'll explore how to demonstrate problem solving skills on your resumé, so you stand out from the crowd.

Incorporating problem solving skills in the resumé summary

A resumé summary is your introduction to potential employers and provides an opportunity to succinctly showcase your skills. The resumé summary is often the first section employers read. It offers a snapshot of your qualifications and sets the tone for the rest of your resumé.

Your resumé summary should be customised for different job applications, ensuring that you highlight the specific problem solving skills relevant to the position you’re applying for.

Example 1: Project manager with a proven track record of solving complex operational challenges. Skilled in identifying root causes, developing innovative solutions and leading teams to successful project completion.

Example 2:  Detail-oriented data analyst with strong problem solving skills. Proficient in data-driven decision-making, quantitative analysis and using statistical tools to solve business problems.

Highlighting problem solving skills in the experience section

The experience section of your resumé presents the perfect opportunity to demonstrate your problem solving skills in action. 

  • Start with action verbs: begin each bullet point in your job descriptions with strong action verbs such as, analysed, implemented, resolved and optimised.
  • Quantify achievements: use numbers and percentages to illustrate the impact of your solutions. For example: Increased efficiency by 25% by implementing a new workflow process.
  • Emphasise challenges: describe the specific challenges or problems you faced in your roles. 
  • Solution-oriented language: mention the steps you took to find solutions and the outcomes achieved.

Including problem solving skills in the skills section

The skills section of your resumé should showcase your top abilities, including problem solving skills. Here are some tips for including these skills.

  • Use a subsection:  within your skills section, you could create a subsection specifically dedicated to problem solving skills – especially if the role calls for these skills.
  • Be specific: when listing problem solving skills, be specific about the types of role-related problems you can address. 
  • Prioritise relevant skills:  tailor the list of problem solving skills to match the requirements of the job you're applying for. 

Examples of problem solving skills to include:

  • Creative problem solving
  • Decision making
  • Root cause analysis
  • Strategic problem solving
  • Data-driven problem solving
  • Interpersonal conflict resolution
  • Adaptability
  • Communication skills
  • Problem solving tools
  • Negotiation skills

Demonstrating problem solving skills in project sections or case studies

Including a dedicated section for projects or case studies in your resumé allows you to provide specific examples of your problem solving skills in action. It goes beyond simply listing skills, to demonstrate how you are able to apply those skills to real-world challenges.

Example – Data Analysis

Case Study: Market Expansion Strategy

  • Challenge:  the company was looking to expand into new markets but lacked data on consumer preferences and market dynamics.
  • Solution: conducted comprehensive market research, including surveys and competitor analysis. Applied this research to identify target customer segments and developed a data-driven market-entry strategy.
  • Result:  successfully launched in two new markets, reaching our target of 30% market share within the first year.

Using problem solving skills in cover letters

A well-crafted cover letter is your first impression on any potential employer. Integrating problem solving skills can support your job application by showcasing your ability to address challenges and contribute effectively to their team. Here’s a quick run-down on what to include:

  • Begin your cover letter by briefly mentioning the position you're applying for and your enthusiasm for it.
  • Identify a specific challenge or issue that the company may be facing, to demonstrate your research and understanding of their needs.
  • Include a brief story or scenario from your past experiences where you successfully applied problem solving skills to address a similar challenge. 
  • Highlight the positive outcomes or results achieved through your problem solving efforts. 
  • Explain how your skills make you the ideal person to address their specific challenges.

Problem solving skills are essential in all areas of life, enabling you to overcome challenges, make informed decisions, settle conflicts and drive innovation. We've explored the significance of problem solving skills and how to improve, demonstrate and leverage them effectively. It’s an ever-evolving skill set that can be refined over time. 

By actively incorporating problem solving skills into your day-to-day, you can become a more effective problem solver at work and in your personal life as well.

What are some common problem solving techniques?

Common problem solving techniques include brainstorming, root cause analysis, SWOT analysis, decision matrices, the scientific method and the PDCA (Plan-Do-Check-Act) cycle. These techniques offer structured approaches to identify, analyse and address problems effectively.

How can I improve my critical thinking skills?

Improving critical thinking involves practising skills such as analysis, evaluation and problem solving. It helps to engage in activities like reading, solving puzzles, debating and self-reflection.

What are some common obstacles to problem solving?

Common obstacles to problem solving include biases, lack of information or resources, and resistance to change. Recognising and addressing these obstacles is essential for effective problem solving.

How can I overcome resistance to change when implementing a solution?

To overcome resistance to change, it's essential to communicate the benefits of the proposed solution clearly, involve stakeholders in the decision-making process, address concerns and monitor the implementation's progress to demonstrate its effectiveness.

How can problem solving skills benefit my career?

Problem solving skills are highly valuable in a career as they enable you to navigate challenges, make informed decisions, adapt to change and contribute to innovation and efficiency. These skills enhance your professional effectiveness and can lead to career advancement and increased job satisfaction.

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What are the 7 Steps to Problem-Solving? & Its Examples

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By Teach Educator

Published on: February 4, 2024

7 Steps to Problem-Solving

7 Steps to Problem-Solving is a systematic process that involves analyzing a situation, generating possible solutions, and implementing the best course of action. While different problem-solving models exist, a common approach often involves the following seven steps:

Define the Problem:

  • Clearly articulate and understand the nature of the problem. Define the issue, its scope, and its impact on individuals or the organization.

Gather Information:

  • Collect relevant data and information related to the problem. This may involve research, observation, interviews, or any other method to gain a comprehensive understanding.

Generate Possible Solutions:

  • Brainstorm and generate a variety of potential solutions to the problem. Encourage creativity and consider different perspectives during this phase.

Evaluate Options:

  • Assess the strengths and weaknesses of each potential solution. Consider the feasibility, potential risks, and the likely outcomes associated with each option.

Make a Decision:

  • Based on the evaluation, choose the most suitable solution. This decision should align with the goals and values of the individual or organization facing the problem.

Implement the Solution:

  • Put the chosen solution into action. Develop an implementation plan, allocate resources, and carry out the necessary steps to address the problem effectively.

Evaluate the Results:

  • Assess the outcomes of the implemented solution. Did it solve the problem as intended? What can be learned from the process? Use this information to refine future problem-solving efforts.

It’s important to note that these steps are not always linear and may involve iteration. Problem-solving is often an ongoing process, and feedback from the implementation and evaluation stages may lead to adjustments in the chosen solution or the identification of new issues that need to be addressed.

Problem-Solving Example in Education

  • Certainly: Let’s consider a problem-solving example in the context of education.
  • Problem: Declining Student Engagement in Mathematics Classes

Background:

A high school has noticed a decline in student engagement and performance in mathematics classes over the past few years. Students seem disinterested, and there is a noticeable decrease in test scores. The traditional teaching methods are not effectively capturing students’ attention, and there’s a need for innovative solutions to rekindle interest in mathematics.

Steps in Problem-Solving

Identify the problem:.

  • Clearly define the issue: declining student engagement and performance in mathematics classes.
  • Gather data on student performance, attendance, and feedback from teachers and students.

Root Cause Analysis

  • Conduct surveys, interviews, and classroom observations to identify the root causes of disengagement.
  • Identify potential factors such as teaching methods, curriculum relevance, or lack of real-world applications.

Brainstorm Solutions

  • Organize a team of educators, administrators, and even students to brainstorm creative solutions.
  • Consider integrating technology, real-world applications, project-based learning, or other interactive teaching methods.

Evaluate and Prioritize Solutions

  • Evaluate each solution based on feasibility, cost, and potential impact.
  • Prioritize solutions that are likely to address the root causes and have a positive impact on student engagement.

Implement the Chosen Solution

  • Develop an action plan for implementing the chosen solution.
  • Provide training and resources for teachers to adapt to new teaching methods or technologies.

Monitor and Evaluate

  • Continuously monitor the implementation of the solution.
  • Collect feedback from teachers and students to assess the effectiveness of the changes.

Adjust as Needed

  • Be willing to make adjustments based on ongoing feedback and data analysis.
  • Fine-tune the solution to address any unforeseen challenges or issues.

Example Solution

  • Introduce a project-based learning approach in mathematics classes, where students work on real-world problems that require mathematical skills.
  • Incorporate technology, such as educational apps or interactive simulations, to make learning more engaging.
  • Provide professional development for teachers to enhance their skills in implementing these new teaching methods.

Expected Outcomes:

  • Increased student engagement and interest in mathematics.
  • Improvement in test scores and overall academic performance.
  • Positive feedback from both teachers and students.

Final Words

This problem-solving approach in education involves a systematic process of identifying, analyzing, and addressing issues to enhance the learning experience for students.

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IMAGES

  1. What Is Problem-Solving? Steps, Processes, Exercises to do it Right

    stages in problem solving

  2. The 5 Steps of Problem Solving

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  3. Problem-Solving Stages PowerPoint Template & Slides

    stages in problem solving

  4. How to Build and Use Problem-solving Skills [Dev Concepts #41

    stages in problem solving

  5. different stages of problem solving

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  6. Stages of Problem Solving Moocs, Toolkit, Inclusive, Problem Solving

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COMMENTS

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

    The problem-solving process typically includes the following steps: Identify the issue: Recognize the problem that needs to be solved. Analyze the situation: Examine the issue in depth, gather all relevant information, and consider any limitations or constraints that may be present. Generate potential solutions: Brainstorm a list of possible ...

  2. The Problem-Solving Process

    Problem-solving is a mental process that involves discovering, analyzing, and solving problems. The ultimate goal of problem-solving is to overcome obstacles and find a solution that best resolves the issue. The best strategy for solving a problem depends largely on the unique situation. In some cases, people are better off learning everything ...

  3. What is Problem Solving? Steps, Process & Techniques

    Brainstorming and team problem-solving techniques are both useful tools in this stage of problem solving. Many alternative solutions to the problem should be generated before final evaluation. A common mistake in problem solving is that alternatives are evaluated as they are proposed, so the first acceptable solution is chosen, even if it's ...

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

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

  5. The 5 phases of problem solving

    The Stages of Problem Solving We Can All Apply. 1. Identify the problem. SEE ALSO Creative people see and process the world differently. It may seem like a truism, but the truth is that identifying the real problem is not as easy as it seems, especially when it comes to a situation that affects us emotionally.

  6. The Art of Effective Problem Solving: A Step-by-Step Guide

    Step 1 - Define the Problem. The definition of the problem is the first step in effective problem solving. This may appear to be a simple task, but it is actually quite difficult. This is because problems are frequently complex and multi-layered, making it easy to confuse symptoms with the underlying cause.

  7. Guide: Problem Solving

    Different stages of the problem-solving process can benefit from specific strategies, enhancing the efficiency and effectiveness of the solutions developed. Here's a detailed look at some key tools and techniques: Brainstorming. Brainstorming is a widely used technique during the solution-generation phase of problem-solving. It's a group ...

  8. 7 Steps to an Effective Problem-Solving Process

    Step 3: Describe the Problem. You should be able to describe a problem by writing it in the form of a statement and you should do it in 12 words or less, assuming it's not a complicated, scientific problem. This way, you have clarity exactly what the issue is.

  9. What Is Problem-Solving? Steps, Processes, Exercises to do it Right

    This step of the problem-solving process is all about thinking outside of the box, challenging old assumptions, and thinking laterally. This stage is the one that tends to cause the most overwhelm in teams because it requires just the right balance of creativity and critical thinking, which tends to cause a lot of friction.

  10. 40 problem-solving techniques and processes

    7. Solution evaluation. 1. Problem identification. The first stage of any problem solving process is to identify the problem (s) you need to solve. This often looks like using group discussions and activities to help a group surface and effectively articulate the challenges they're facing and wish to resolve.

  11. The Problem-Solving Process

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

  12. The 5 Stages of Problem-Solving

    From Why Groups Struggle to Solve Problems Together , Nov 07, 2019 Partner Center. Latest Magazine Topics Podcasts ...

  13. The 5 steps of the solving problem process

    The problem solving process typically includes: Pinpointing what's broken by gathering data and consulting with team members. Figuring out why it's not working by mapping out and troubleshooting the problem. Deciding on the most effective way to fix it by brainstorming and then implementing a solution. While skills like active listening ...

  14. Problem-Solving Strategies: Definition and 5 Techniques to Try

    In insight problem-solving, the cognitive processes that help you solve a problem happen outside your conscious awareness. 4. Working backward. Working backward is a problem-solving approach often ...

  15. Problem-Solving Strategies and Obstacles

    Problem-solving is a vital skill for coping with various challenges in life. This webpage explains the different strategies and obstacles that can affect how you solve problems, and offers tips on how to improve your problem-solving skills. Learn how to identify, analyze, and overcome problems with Verywell Mind.

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

    Master problem-solving with key stages & effective strategies to enhance your critical thinking skills for better solutions. (Note: The provided meta description is exactly 156 characters long, including spaces and punctuation, and incorporates relevant keywords such as problem-solving, key stages, effective strategies, and critical thinking.)

  17. The 5 Steps of Problem Solving

    Before we talk about the stages of problem solving, it's important to have a definition of what it is. Let's look at the two roots of problem solving — problems and solutions. Problem - a state of desire for reaching a definite goal from a present condition [1] Solution - the management of a problem in a way that successfully meets ...

  18. How To Put Problem-Solving Skills To Work in 6 Steps

    Here are the basic steps involved in problem-solving: 1. Define the problem. The first step is to analyze the situation carefully to learn more about the problem. A single situation may solve multiple problems. Identify each problem and determine its cause. Try to anticipate the behavior and response of those affected by the problem.

  19. Problem Solving

    This page continues from Problem Solving an Introduction that introduces problem solving as a concept and outlines the stages used to successfully solve problems.. This page covers the first two stages in the problem solving process: Identifying the Problem and Structuring the Problem. Stage One: Identifying the Problem. Before being able to confront a problem its existence needs to be identified.

  20. 5: Problem Solving

    5.1: Problem Solving An introduction to problem-solving is the process of identifying a challenge or obstacle and finding an effective solution through a systematic approach. It involves critical thinking, analyzing the problem, devising a plan, implementing it, and reflecting on the outcome to ensure the problem is resolved.

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

    In this episode of the McKinsey Podcast, Simon London speaks with Charles Conn, CEO of venture-capital firm Oxford Sciences Innovation, and McKinsey senior partner Hugo Sarrazin about the complexities of different problem-solving strategies.. Podcast transcript. Simon London: Hello, and welcome to this episode of the McKinsey Podcast, with me, Simon London.

  22. 8-Step Problem Solving Process

    Step 8: Continuously Improve. Look for additional opportunities to implement solution. Ensure problem will not come back and communicate lessons learned. If needed, repeat the 8-Step Problem Solving Process to drive further improvements. 8-Step Problem Solving Process.

  23. The McKinsey guide to problem solving

    The McKinsey guide to problem solving. Become a better problem solver with insights and advice from leaders around the world on topics including developing a problem-solving mindset, solving problems in uncertain times, problem solving with AI, and much more.

  24. Problem-solving skills and how to improve them (with examples)

    Leverage problem solving tools and resources. Problem-solving tools and resources are a great help when it comes to navigating complex challenges. These tools offer structured approaches, methodologies and resources that can streamline the process. Tools and resources for problem solving

  25. What are the 7 Steps to Problem-Solving? & Its Examples

    Problem-solving is often an ongoing process, and feedback from the implementation and evaluation stages may lead to adjustments in the chosen solution or the identification of new issues that need to be addressed. Problem-Solving Example in Education. Certainly: Let's consider a problem-solving example in the context of education.