10 steps problem solving

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10 Problem-solving strategies to turn challenges on their head

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What is an example of problem-solving?

What are the 5 steps to problem-solving, 10 effective problem-solving strategies, what skills do efficient problem solvers have, how to improve your problem-solving skills.

Problems come in all shapes and sizes — from workplace conflict to budget cuts.

Creative problem-solving is one of the most in-demand skills in all roles and industries. It can boost an organization’s human capital and give it a competitive edge. 

Problem-solving strategies are ways of approaching problems that can help you look beyond the obvious answers and find the best solution to your problem . 

Let’s take a look at a five-step problem-solving process and how to combine it with proven problem-solving strategies. This will give you the tools and skills to solve even your most complex problems.

Good problem-solving is an essential part of the decision-making process . To see what a problem-solving process might look like in real life, let’s take a common problem for SaaS brands — decreasing customer churn rates.

To solve this problem, the company must first identify it. In this case, the problem is that the churn rate is too high. 

Next, they need to identify the root causes of the problem. This could be anything from their customer service experience to their email marketing campaigns. If there are several problems, they will need a separate problem-solving process for each one. 

Let’s say the problem is with email marketing — they’re not nurturing existing customers. Now that they’ve identified the problem, they can start using problem-solving strategies to look for solutions. 

This might look like coming up with special offers, discounts, or bonuses for existing customers. They need to find ways to remind them to use their products and services while providing added value. This will encourage customers to keep paying their monthly subscriptions.

They might also want to add incentives, such as access to a premium service at no extra cost after 12 months of membership. They could publish blog posts that help their customers solve common problems and share them as an email newsletter.

The company should set targets and a time frame in which to achieve them. This will allow leaders to measure progress and identify which actions yield the best results.

Perhaps you’ve got a problem you need to tackle. Or maybe you want to be prepared the next time one arises. Either way, it’s a good idea to get familiar with the five steps of problem-solving. 

Use this step-by-step problem-solving method with the strategies in the following section to find possible solutions to your problem.

1. Identify the problem

The first step is to know which problem you need to solve. Then, you need to find the root cause of the problem. 

The best course of action is to gather as much data as possible, speak to the people involved, and separate facts from opinions. 

Once this is done, formulate a statement that describes the problem. Use rational persuasion to make sure your team agrees .

2. Break the problem down 

Identifying the problem allows you to see which steps need to be taken to solve it. 

First, break the problem down into achievable blocks. Then, use strategic planning to set a time frame in which to solve the problem and establish a timeline for the completion of each stage.

3. Generate potential solutions

At this stage, the aim isn’t to evaluate possible solutions but to generate as many ideas as possible. 

Encourage your team to use creative thinking and be patient — the best solution may not be the first or most obvious one.

Use one or more of the different strategies in the following section to help come up with solutions — the more creative, the better.

4. Evaluate the possible solutions

Once you’ve generated potential solutions, narrow them down to a shortlist. Then, evaluate the options on your shortlist. 

There are usually many factors to consider. So when evaluating a solution, ask yourself the following questions:

• Will my team be on board with the proposition?
• Does the solution align with organizational goals ?
• Is the solution likely to achieve the desired outcomes?
• Is the solution realistic and possible with current resources and constraints?
• Will the solution solve the problem without causing additional unintended problems?

5. Implement and monitor the solutions

Once you’ve identified your solution and got buy-in from your team, it’s time to implement it. 

But the work doesn’t stop there. You need to monitor your solution to see whether it actually solves your problem. 

Request regular feedback from the team members involved and have a monitoring and evaluation plan in place to measure progress.

If the solution doesn’t achieve your desired results, start this step-by-step process again.

There are many different ways to approach problem-solving. Each is suitable for different types of problems. 

The most appropriate problem-solving techniques will depend on your specific problem. You may need to experiment with several strategies before you find a workable solution.

Here are 10 effective problem-solving strategies for you to try:

• Use a solution that worked before
• Brainstorming
• Work backward
• Use the Kipling method
• Draw the problem
• Use trial and error
• Sleep on it
• Get advice from your peers
• Use the Pareto principle
• Add successful solutions to your toolkit

Let’s break each of these down.

1. Use a solution that worked before

It might seem obvious, but if you’ve faced similar problems in the past, look back to what worked then. See if any of the solutions could apply to your current situation and, if so, replicate them.

2. Brainstorming

The more people you enlist to help solve the problem, the more potential solutions you can come up with.

Use different brainstorming techniques to workshop potential solutions with your team. They’ll likely bring something you haven’t thought of to the table.

3. Work backward

Working backward is a way to reverse engineer your problem. Imagine your problem has been solved, and make that the starting point.

Then, retrace your steps back to where you are now. This can help you see which course of action may be most effective.

4. Use the Kipling method

This is a method that poses six questions based on Rudyard Kipling’s poem, “ I Keep Six Honest Serving Men .” 

• What is the problem?
• Why is the problem important?
• When did the problem arise, and when does it need to be solved?
• How did the problem happen?
• Where is the problem occurring?
• Who does the problem affect?

Answering these questions can help you identify possible solutions.

5. Draw the problem

Sometimes it can be difficult to visualize all the components and moving parts of a problem and its solution. Drawing a diagram can help.

This technique is particularly helpful for solving process-related problems. For example, a product development team might want to decrease the time they take to fix bugs and create new iterations. Drawing the processes involved can help you see where improvements can be made.

6. Use trial-and-error

A trial-and-error approach can be useful when you have several possible solutions and want to test them to see which one works best.

7. Sleep on it

Finding the best solution to a problem is a process. Remember to take breaks and get enough rest . Sometimes, a walk around the block can bring inspiration, but you should sleep on it if possible.

A good night’s sleep helps us find creative solutions to problems. This is because when you sleep, your brain sorts through the day’s events and stores them as memories. This enables you to process your ideas at a subconscious level. 

If possible, give yourself a few days to develop and analyze possible solutions. You may find you have greater clarity after sleeping on it. Your mind will also be fresh, so you’ll be able to make better decisions.

8. Get advice from your peers

Getting input from a group of people can help you find solutions you may not have thought of on your own. 

For solo entrepreneurs or freelancers, this might look like hiring a coach or mentor or joining a mastermind group. 

For leaders , it might be consulting other members of the leadership team or working with a business coach .

It’s important to recognize you might not have all the skills, experience, or knowledge necessary to find a solution alone. 

9. Use the Pareto principle

The Pareto principle — also known as the 80/20 rule — can help you identify possible root causes and potential solutions for your problems.

Although it’s not a mathematical law, it’s a principle found throughout many aspects of business and life. For example, 20% of the sales reps in a company might close 80% of the sales. 

You may be able to narrow down the causes of your problem by applying the Pareto principle. This can also help you identify the most appropriate solutions.

10. Add successful solutions to your toolkit

Every situation is different, and the same solutions might not always work. But by keeping a record of successful problem-solving strategies, you can build up a solutions toolkit. 

These solutions may be applicable to future problems. Even if not, they may save you some of the time and work needed to come up with a new solution.

Improving problem-solving skills is essential for professional development — both yours and your team’s. Here are some of the key skills of effective problem solvers:

• Critical thinking and analytical skills
• Communication skills , including active listening
• Decision-making
• Planning and prioritization
• Emotional intelligence , including empathy and emotional regulation
• Time management
• Data analysis
• Research skills
• Project management

And they see problems as opportunities. Everyone is born with problem-solving skills. But accessing these abilities depends on how we view problems. Effective problem-solvers see problems as opportunities to learn and improve.

Ready to work on your problem-solving abilities? Get started with these seven tips.

1. Build your problem-solving skills

One of the best ways to improve your problem-solving skills is to learn from experts. Consider enrolling in organizational training , shadowing a mentor , or working with a coach .

2. Practice

Practice using your new problem-solving skills by applying them to smaller problems you might encounter in your daily life. 

Alternatively, imagine problematic scenarios that might arise at work and use problem-solving strategies to find hypothetical solutions.

3. Don’t try to find a solution right away

Often, the first solution you think of to solve a problem isn’t the most appropriate or effective.

Instead of thinking on the spot, give yourself time and use one or more of the problem-solving strategies above to activate your creative thinking. 

4. Ask for feedback

Receiving feedback is always important for learning and growth. Your perception of your problem-solving skills may be different from that of your colleagues. They can provide insights that help you improve. 

5. Learn new approaches and methodologies

There are entire books written about problem-solving methodologies if you want to take a deep dive into the subject. 

We recommend starting with “ Fixed — How to Perfect the Fine Art of Problem Solving ” by Amy E. Herman. 

6. Experiment

Tried-and-tested problem-solving techniques can be useful. However, they don’t teach you how to innovate and develop your own problem-solving approaches. 

Sometimes, an unconventional approach can lead to the development of a brilliant new idea or strategy. So don’t be afraid to suggest your most “out there” ideas.

7. Analyze the success of your competitors

Do you have competitors who have already solved the problem you’re facing? Look at what they did, and work backward to solve your own problem. 

For example, Netflix started in the 1990s as a DVD mail-rental company. Its main competitor at the time was Blockbuster. 

But when streaming became the norm in the early 2000s, both companies faced a crisis. Netflix innovated, unveiling its streaming service in 2007. 

If Blockbuster had followed Netflix’s example, it might have survived. Instead, it declared bankruptcy in 2010.

Use problem-solving strategies to uplevel your business

When facing a problem, it’s worth taking the time to find the right solution. 

Otherwise, we risk either running away from our problems or headlong into solutions. When we do this, we might miss out on other, better options.

Use the problem-solving strategies outlined above to find innovative solutions to your business’ most perplexing problems.

If you’re ready to take problem-solving to the next level, request a demo with BetterUp . Our expert coaches specialize in helping teams develop and implement strategies that work.

Boost your productivity

Maximize your time and productivity with strategies from our expert coaches.

Elizabeth Perry, ACC

Elizabeth Perry is a Coach Community Manager at BetterUp. She uses strategic engagement strategies to cultivate a learning community across a global network of Coaches through in-person and virtual experiences, technology-enabled platforms, and strategic coaching industry partnerships. With over 3 years of coaching experience and a certification in transformative leadership and life coaching from Sofia University, Elizabeth leverages transpersonal psychology expertise to help coaches and clients gain awareness of their behavioral and thought patterns, discover their purpose and passions, and elevate their potential. She is a lifelong student of psychology, personal growth, and human potential as well as an ICF-certified ACC transpersonal life and leadership Coach.

8 creative solutions to your most challenging problems

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

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

What Is Problem Solving?

Definition and importance.

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

Problem-Solving Steps

The problem-solving process typically includes the following steps:

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

Defining the Problem

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

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

Generating Solutions

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

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

Evaluating and Selecting Solutions

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

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

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

Implementing and Monitoring the Solution

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

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

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

Problem-Solving Techniques

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

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

Brainstorming

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

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

When brainstorming, remember to:

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

Root Cause Analysis

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

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

SWOT Analysis

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

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

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

Mind Mapping

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

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

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

Examples of Problem Solving in Various Contexts

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

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

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

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

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

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

The 10-Step Problem Solving Approach To Deal With Any Issue

by ron | Oct 3, 2021 | Mindset Development , Personal Development | 0 comments

Who doesn’t face problems in their lives? They just are inevitable. Therefore, problem solving   becomes one of the primary skills you should master to develop a successful mindset. If you fail to power and flex your problem solving ability, you risk living an extremely scattered and arbitrary life.

Many things are to be taken care of when dealing with an issue and attempting to overcome that. There are only two possibilities of the outcome, but they are largely determined by the approach and the attitude you decide to tackle it with. So basically, it is the way you decide to sort the issue out that determines the end product.

You cannot be successful in life, or in your profession or business, if you don’t have a solution-oriented mindset. You should know that it’s the successful people who face, endure, and resolve more backbreaking issues. How do they do that? Well, answering this question is the sole purpose of this article.

In this simple, but effective, 10-Step Problem Solving guide, you will learn how to discover and act upon the best solutions to overcome any issues. Most importantly, your problem solving abilities will get strengthened, enabling you to productively tackle otherwise stressful challenges.

1. Know The Issue

Without just throwing yourself at the problem, first of all, know the issue in detail. Problem solving becomes way easier when you truly know the issue, because then you can act promptly. This will hasten the problem solving process without giving rise to any detrimental consequences. Otherwise, if you just throw yourself at it, you are panicking out of stress and anxiety which is never good. Take your time to properly define the issue. 

If there are other parties involved, then consult them as well. Understand everyone’s interests and ascertain all the facts about the issue. Solving an issue with a group is always easier than solving alone, because different mindsets perceive the situation differently and so you will know more than enough about the issue. Sometimes the solution is there, right in front of you, just lying to be discovered. So, problem resolution in a group will aid the process, and make finding the solution easier.

It is also important to discover the root cause of the problem. Knowing what caused the problem is extremely necessary, because it will help you to eliminate the issue once and for all. When you have properly defined the problem and the root cause, only then can you solve the issue completely. Once you have fully marked the issue and the core cause, only then can you begin finding the solution. 

2. Be Positive And Creative In Your Approach

A very positive approach is important to deal with any sort of issue. A positive approach is itself an outcome of a positive mindset. You face millions of issues in life. There are tons of problems to solve. This is a huge burden, and it may tire you. This is where your positive mindset should kick in. You need to be optimistic and put in as much effort as you can. If you take a positive approach to resolve your issues, you will not only be able to successfully resolve them, but also eventually minimize their occurrence. 

Apart from dealing with issues positively, it is important to be creative. Positivity alone can’t guarantee a solution. You have to think differently, unconventionally, form new perspectives. Your thinking should be novel and innovative. You have already come a long way in life, you have faced all types of situations. You have been facing and resolving issues all your life. It’s just another situation, it’s no big deal. Keep your end goal in mind and go ahead. Leaders always tackle their issues with a positive and creative approach. That is what you have to do, be a leader!

3. Find Out All Possible Solutions

This is an important step in problem solving. There may be more than one solution to the issue you face. Usually, there are multiple things you could do in a situation. Therefore, it is vital to find all the possible solutions to the issue. Addressing an issue with just a single solution can be a bad idea, because the solution may not be the best one. It will limit your ability to resolve the issue. On the other hand, if you find all possible solutions, you have a better chance of addressing the issue with the best solution. Moreover, if the best-fit solution fails, you will have alternative solutions ready to be implemented.

Now, to find all possible solutions, it is important that you analyze the issue from all directions. Seeing an issue from all possible angles will help you link and relate other problems, if any, with it as well. This will in turn help you unify them and, maybe, devise a single solution for all. So, give up any narrow-mindedness and think broadly. Every issue is basically a question. What you have to do is answer it with a solution that offers the best outcome. This is what leaders do!

4. Identify The Best Solution

The next step, after you have identified all possible solutions, is to try and figure out the one with the best outcome. Know that half of the problem is already solved. But this part is tricky, as sometimes you may be confused between two or more solutions that seem to offer the desired outcome. Remember, there is always one better than the other. So, here you have to be cautious, clever, and confident. Look in-depth, narrow down the list of solutions, and get to the best-suited one. How do you achieve this? Well, just visualize and compare the outcomes the different solutions in front of you will result in. The outcome that suits the situation the best, is the one you are looking for. 

As already mentioned, this part may be tricky. So, take your time. Take a break if you want. Think crystal clear and only then decide which solution offers the best fate. Do not hasten, but do not hesitate either. It is important that you are confident in your decisions. Don’t take the situation lightly, as it may turn to become worse. But at the same time, don’t let it consume you. No matter how surreal the issue is, it is conquerable. 

5. The Solution May Fail

It is understandable that the solution may fail. A lot of times the best solutions fail to provide the desired outcome. You have to, in advance, keep this in mind and also take responsibility for it. You should know, in advance, all the repercussions you may have to face. When you know what you may have to face in advance, it will be easier for you to endure it if it happens. But how do you prepare to endure it? Remember the first step of this guide? Yes, positivity, you have to be positive no matter what. You have to be positive and stay focused on your end goal, even in the worst-case scenario. 

The best solution you have come up with may either fail completely, or in part. It may either provide a bit of the desired outcome, or nothing at all. The good thing is that even if your best-devised solution fails, it is not actually a failure. You will definitely learn from it, and it will only help you to devise a better-fit solution. Now, it also depends upon the type of mindset you have. If you are a leader, it will only push you in your quest to figure out the best solution. 

6. Know Your Responsibility

Now, it’s time to know, in advance, that you are responsible if the solution doesn’t offer the outcome aimed. In fact, you should be taking responsibility for all the things happening in your life. Even if there is no fault of yours in something that happens to you, you should feel responsible for that as well. This mentality is an entrepreneur mindset and a successful mindset. Such a mentality will always keep you pushing to put in your best efforts. 

Again, if there are multiple parties involved in the issue you are facing, then you should at least take responsibility for your part. Know that taking responsibility is a leadership quality. You don’t need to pressurize yourself to the extreme but be committed to taking your share. This not only will help you resolve the issue you currently face, but also help you to resolve anything else you may face in the future. Also, make sure that everyone else knows what their responsible for. When everyone in a group is sincerely responsible for their part, it helps to promptly solve any issue.

7. Implement The Solution

Now you already know all the repercussions you may have to face if your solution to the problem fails, and you know your responsibility. It is time to implement the solution to reach your end goal. This is what you have put all your efforts in for. If you have sincerely worked hard to solve the issue, the solution you have come up with should be enough to resolve it. 

For problem resolution, especially in business, it is recommended that you time your solution, basically make a timeline. Set a deadline for implementing the solution. Also, calculate the time it will take to work and the results to appear. But still, not all issues can be solved easily. Sometimes a situation can turn to be more complex than first thought. You may have to face other complex problems as you try to solve the actual issue at hand. But, if you stay focused on your end goal, and strive further to achieve it, you can overpower any repercussions. 

8. Execute Alternative Solutions

If the solution doesn’t work as intended, the situation can become more complicated. But, if you follow the process as mentioned in this article, you have probably already sorted out all the possible solutions. Alternative solutions that you have already devised can be a savior here. Since you will have many alternates to choose from, the complex situation can become easy. You know that the solution is one of these that are already in front of you. 

It is recommended to address the situation with a better-fit solution now – the second to the one you choose as the best fit. This way you can implement other alternative solutions as well, but beware you may have to amend your action plan now. If your main solution fails, obviously it may become difficult to address the situation then. But, it will surely prepare you for the future by enhancing your problem solving ability, increasing your potential to work effectively under pressure.  

9. Keep Track Of The Results

Understandably, the whole purpose of problem solving is to get desired results. Since you already have your end goal in mind, you now only have to keep track of the outcomes of the solution you apply to solve the issue. The desired end goal will be reflected in the success of the solution. The timeline mentioned in the 7th step will help you to determine to what extent your solution is working.

Keep track of the outcomes and compare them with the calculations you already made. If everything is happening timely, then congratulations, you are on the right track. But, if things are getting delayed, you may need to amend and improve your action plan. An improved action plan will surely work its magic. Developing new solutions, under pressure, will also help you to improve your problem solving methods for the future. After all, we cannot solve our problems with the same thinking.

10. Not All Issues Can Be Solved

Obviously, you can never solve all your issues. Some just are there to remain! What you can do is try your best to resolve them, but you may not get the desired end goal every time. You should be mentally prepared for this possibility as well. Otherwise, it can prove to be detrimental to your confidence and overall mental ability. You should not take it as failure, or let it mess with your mind. Instead, you should take it as your first step towards success. Know that even if you fail to successfully solve the issue, you will always learn something new. It will pave the way for the resolution of the issue you may face in the future. You should take lessons from it and make yourself a better problem solving person. Remember, the more problems you face and try to resolve, the more solution-oriented your mind will become. But, don’t let them mess with your positive mentality. This mindset in business will help you in wealth creation. In fact, such a mindset has made billionaires! 

Final Words

Problem solving is easy, but difficult! It basically depends upon the mindset you have. If you can flex your problem solving   nerves, then you can resolve any issue. You know what, you have it all. You just need to train yourself and put in some decent effort. If you follow the steps of the process mentioned in this article, problem solving will become an easy job for you. Focus on your end goal and strive to achieve it. This should be enough to help you resolve any issues you face.

Remember, stay positive, active, and productive. Over time, not only will you master the skill of problem solving, but you will also become better as a person.

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Overview of the Problem-Solving Mental Process

• Identify the Problem
• Define the Problem
• Form a Strategy
• Organize Information
• Allocate Resources
• Monitor Progress
• Evaluate the Results

Frequently Asked Questions

Problem-solving is a mental process that involves discovering, analyzing, and solving problems. The ultimate goal of problem-solving is to overcome obstacles and find a solution that best resolves the issue.

The best strategy for solving a problem depends largely on the unique situation. In some cases, people are better off learning everything they can about the issue and then using factual knowledge to come up with a solution. In other instances, creativity and insight are the best options.

It is not necessary to follow problem-solving steps sequentially, It is common to skip steps or even go back through steps multiple times until the desired solution is reached.

In order to correctly solve a problem, it is often important to follow a series of steps. Researchers sometimes refer to this as the problem-solving cycle. While this cycle is portrayed sequentially, people rarely follow a rigid series of steps to find a solution.

The following steps include developing strategies and organizing knowledge.

1. Identifying the Problem

While it may seem like an obvious step, identifying the problem is not always as simple as it sounds. In some cases, people might mistakenly identify the wrong source of a problem, which will make attempts to solve it inefficient or even useless.

Some strategies that you might use to figure out the source of a problem include :

• Asking questions about the problem
• Breaking the problem down into smaller pieces
• Looking at the problem from different perspectives
• Conducting research to figure out what relationships exist between different variables

2. Defining the Problem

After the problem has been identified, it is important to fully define the problem so that it can be solved. You can define a problem by operationally defining each aspect of the problem and setting goals for what aspects of the problem you will address

At this point, you should focus on figuring out which aspects of the problems are facts and which are opinions. State the problem clearly and identify the scope of the solution.

3. Forming a Strategy

After the problem has been identified, it is time to start brainstorming potential solutions. This step usually involves generating as many ideas as possible without judging their quality. Once several possibilities have been generated, they can be evaluated and narrowed down.

The next step is to develop a strategy to solve the problem. The approach used will vary depending upon the situation and the individual's unique preferences. Common problem-solving strategies include heuristics and algorithms.

• Heuristics are mental shortcuts that are often based on solutions that have worked in the past. They can work well if the problem is similar to something you have encountered before and are often the best choice if you need a fast solution.
• Algorithms are step-by-step strategies that are guaranteed to produce a correct result. While this approach is great for accuracy, it can also consume time and resources.

Heuristics are often best used when time is of the essence, while algorithms are a better choice when a decision needs to be as accurate as possible.

4. Organizing Information

Before coming up with a solution, you need to first organize the available information. What do you know about the problem? What do you not know? The more information that is available the better prepared you will be to come up with an accurate solution.

When approaching a problem, it is important to make sure that you have all the data you need. Making a decision without adequate information can lead to biased or inaccurate results.

5. Allocating Resources

Of course, we don't always have unlimited money, time, and other resources to solve a problem. Before you begin to solve a problem, you need to determine how high priority it is.

If it is an important problem, it is probably worth allocating more resources to solving it. If, however, it is a fairly unimportant problem, then you do not want to spend too much of your available resources on coming up with a solution.

At this stage, it is important to consider all of the factors that might affect the problem at hand. This includes looking at the available resources, deadlines that need to be met, and any possible risks involved in each solution. After careful evaluation, a decision can be made about which solution to pursue.

6. Monitoring Progress

After selecting a problem-solving strategy, it is time to put the plan into action and see if it works. This step might involve trying out different solutions to see which one is the most effective.

It is also important to monitor the situation after implementing a solution to ensure that the problem has been solved and that no new problems have arisen as a result of the proposed solution.

Effective problem-solvers tend to monitor their progress as they work towards a solution. If they are not making good progress toward reaching their goal, they will reevaluate their approach or look for new strategies .

7. Evaluating the Results

After a solution has been reached, it is important to evaluate the results to determine if it is the best possible solution to the problem. This evaluation might be immediate, such as checking the results of a math problem to ensure the answer is correct, or it can be delayed, such as evaluating the success of a therapy program after several months of treatment.

Once a problem has been solved, it is important to take some time to reflect on the process that was used and evaluate the results. This will help you to improve your problem-solving skills and become more efficient at solving future problems.

A Word From Verywell​

It is important to remember that there are many different problem-solving processes with different steps, and this is just one example. Problem-solving in real-world situations requires a great deal of resourcefulness, flexibility, resilience, and continuous interaction with the environment.

Get Advice From The Verywell Mind Podcast

Hosted by therapist Amy Morin, LCSW, this episode of The Verywell Mind Podcast shares how you can stop dwelling in a negative mindset.

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You can become a better problem solving by:

• Practicing brainstorming and coming up with multiple potential solutions to problems
• Being open-minded and considering all possible options before making a decision
• Breaking down problems into smaller, more manageable pieces
• Asking for help when needed
• Researching different problem-solving techniques and trying out new ones
• Learning from mistakes and using them as opportunities to grow

It's important to communicate openly and honestly with your partner about what's going on. Try to see things from their perspective as well as your own. Work together to find a resolution that works for both of you. Be willing to compromise and accept that there may not be a perfect solution.

Take breaks if things are getting too heated, and come back to the problem when you feel calm and collected. Don't try to fix every problem on your own—consider asking a therapist or counselor for help and insight.

If you've tried everything and there doesn't seem to be a way to fix the problem, you may have to learn to accept it. This can be difficult, but try to focus on the positive aspects of your life and remember that every situation is temporary. Don't dwell on what's going wrong—instead, think about what's going right. Find support by talking to friends or family. Seek professional help if you're having trouble coping.

Davidson JE, Sternberg RJ, editors.  The Psychology of Problem Solving .  Cambridge University Press; 2003. doi:10.1017/CBO9780511615771

Sarathy V. Real world problem-solving .  Front Hum Neurosci . 2018;12:261. Published 2018 Jun 26. doi:10.3389/fnhum.2018.00261

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

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Improve Your Problem-Solving Skills – Steps, Processes & Technique

When you are faced with a problem, how do you go about solving it? Do you let it overwhelm you, or do you flex your problem-solving muscles and figure out the best possible solution?

People who allow themselves to be overwhelmed or ignore complex problems often become frantic and confused. They usually take a haphazard approach to thinking, and then they are dismayed when they find themselves floundering and making no progress.

Luckily, there is a much better way.

I’d like to introduce you to a problem-solving process that can help you face and tackle any type of challenge. With these 10 problem-solving strategies, you will strengthen your ability to always find a solution while enabling yourself to see real progress.

Once you begin to execute these problem-solving  techniques, you will feel confident to face a problem right away.

What Are Problem-Solving Skills?

Problem-solving skills involve identifying a problem, coming up with possible solutions, choosing an appropriate solution, and then implementing it.

Often, there is more than one correct solution to a problem. But frequently, you are looking for the best solution that applies to your particular circumstance.

For instance, possible solutions to losing weight include eating less, adding healthier foods to your diet, walking 30 minutes a day, swimming three times a week, training for a 5K race, drinking more water, and many other effective solutions.

Your job is to find the solution that will work best for you and give you the most success.

Good problem-solving skills are essential in all areas of your life because we encounter problems to solve in one form or another nearly every day, from small things like getting stuck in traffic to major events like being diagnosed with a chronic illness.

A problem can be defined in one of two ways:

“Any question or matter involving doubt, uncertainty, or difficulty; a question proposed for solution or discussion.”

The Encyclopedia of the Sciences of Learning explains that a problem:

“…is generally considered to be a task, a situation, or person which is difficult to deal with or control due to complexity and transparency. In everyday language, a problem is a question proposed for a solution, a matter stated for examination or proof.”

In short, a problem is something that’s hard to deal with and needs to be solved.

Examples of common problems in the workplace might include:

• Lack of motivation or boredom
• Discrimination
• Conflict with a boss or coworkers
• Performance issues
• Burnout or stress
• Bad working conditions

Or maybe you’re dealing with problems in your personal life. For example:

• A strained marriage or divorce
• Financial worries
• Health issues
• Grief over the death of loved ones
• Issues your children are experiencing
• A decision to move, change jobs, or get an education

No matter what you’re facing, it’s important to actively cultivate your creative thinking and learn problem-solving techniques. 

When you’re able to solve problems effectively, you will enjoy greater satisfaction in life. Your relational skills will improve, and your problem-solving abilities will make you highly valuable in the workplace.

The Importance of Solving Problems

We solve problems daily in all aspects of life. People who are good problem solvers are more likely to be successful in getting around obstacles and achieving their desired end result.

What’s more, solving complex problems doesn’t only help change your external circumstances. You’ll also feel happier and more confident in yourself, knowing you can solve future problems.  

Problem-solving allows you to:

• Fix things that are broken
• Address risk
• Improve performance
• Seize opportunity
• Lower stress and anxiety
• Prevent more serious consequences

Having a problem-solving strategy will make you more attractive to hiring managers. In many cases, you might be asked in a job interview about your problem-solving skills. 

It’s smart to think of an example ahead of time–a problem that came up at your last job and how you solved it–so you’ll be prepared. You can also mention the soft skills listed above: 

“My communication skills, flexibility, and ability to think outside the box help me deal with problems in a timely manner.”

The more you practice effective problem-solving techniques, the better you will get at solving problems and the more reliable and trustworthy you will become in your field as well as in your personal life.

Understanding the Problem-Solving Process

When you’re setting out to solve a problem, what should you do first?

While there is no one-size-fits-all approach to problem-solving, there is a general framework that you can use to help solve problems.

The problem-solving process is often broken down into seven steps:

• Identify the issue and its root cause
• Understand every angle of the problem
• List possible solutions
• Evaluate the options
• Choose an option
• Evaluate the results

I’ll explain this process and each of these steps, plus a few bonus steps. I’ll also share some further problem-solving strategies so you are well-equipped with solution-finding techniques that you can apply to various situations.

The important thing to understand now, though, is that you can use a structured process to improve problem-solving skills. You don’t have to shoot in the dark–simply follow the steps listed in this process.

Problem-Solving Skills

What kind of skills should you cultivate to become a better problem-solver?

You can also work on things like your communication skills, analytical skills, and other key skills in life that will make you a better problem solver. These soft skills go hand in hand with being able to come up with solutions quickly.

Focus on the following:

Brainstorming

This is a method of free-thinking used to generate ideas that involve thinking of a long list of possible solutions without making an initial judgment about how effective they might be. You can brainstorm with a group of people or on your own.

Data gathering

Collecting information related to the issue is a vital problem-solving tool as the more information you have about the root cause and contributing factors to a problem, the easier it will be to find solutions that work. Fact-finding can come from interviewing people involved, researching related problems, reading documents, analyzing data, and more.

Creative thinking

When you’re a creative thinker, you’re able to look at a complex problem or an everyday problem and think of unique, original solutions. Your ability to come up with creative solutions will make you more marketable as well as more successful in meeting complex problems head-on.

Communication

Having communication skills is essential to work with others to solve problems. You need to not only be able to express your thoughts clearly and concisely without causing offense or contention, but you also need to be able to listen to others as they express their views until everyone is on the same page.

Like communication skills, teamwork involves being able to work collectively with others to apply problem-solving strategies. Often, two heads are better than one, and the wisdom you gain from collective intelligence will make identifying underlying causes and finding solutions much easier.

Analyzing involves being able to break up a complex problem into smaller parts so you can examine and evaluate it to understand the problem better. 

You may find the root cause of the problem as well as contributing factors. Ill-defined problems are difficult to solve, so it is important to be able to apply problem analysis to any issue you are dealing with.

Time management

Time-management skills help you avoid procrastination and spending time on unnecessary tasks. 

You can develop good time management skills by setting goals, making daily to-do lists, prioritizing your tasks, and reducing or eliminating distractions.

Troubleshooting

Troubleshooting is applying a step-by-step process to find the cause of a problem and then working your way to different solutions. 

Common, well-defined problems, such as those that occur in the computer science field or automotive industry, may have a preset list of troubleshooting steps to follow. 

Other problems will require you to develop a troubleshooting process as you go. Troubleshooting skills make you a valuable asset to any team.

When you take initiative, you do not wait for others to tell you what to do. You see a need and seek to fill that need. Often, by taking initiative, you can address an issue before a problem occurs. 

One example in the workplace would be to sign up for training that will keep you up to date on the newest developments in your industry.

Flexibility

Being flexible is an important tool you will use to solve problems. It’s an essential skill in all aspects of your life. When you are too rigid, you often are not able to see creative solutions and different strategies that can help make your life easier. 

There is often more than one good way to solve the same problem, and being open-minded will help you move from your existing beliefs to other effective ways of solving problems.

I know this is a long list, but you don’t have to do everything at once.

Even more, chances are you’ve already picked up some of these skills in your daily life without even realizing it. Keeping these skills in mind as you practice solving problems will help you become better at not only solution-finding but at everything you do.

10 Steps to Solving a Problem

In this 10-step problem-solving process, I’ll walk you through how to identify and implement the right solution to the problem at hand. In learning these steps, you will develop your critical thinking and elevate your problem-solving skills.

1. Take a Positive Approach

When a problem arises, it’s easy to enter panic mode or envision worst-case scenarios. Before you let your mind go there, take a step back and address every problem as simply another situation.

It is a challenge that you can handle, with the right approach. Part of that approach is thinking positively and creatively about the situation.

When figuring out ways to use creative thinking for problem-solving, I like to explore  how geniuses solve challenges . They think outside the box, keep an open mind, and take a systematic approach.

It all starts with thinking positively about the problem.

One problem-solving strategy I like to use is to think of it as a situation, not a problem.

Problems are a fact of life; you can’t control when or how they occur, but you can control your attitude. The more positive your language and mental process are, the more confident and optimistic you will be when approaching any complication.

How can you develop a more positive outlook on life? This mindset shift can take some time. 

You can’t snap your fingers and instantly become a more positive person overnight. However, there are actionable steps you can take to be more positive.

Start by focusing on the good things in your life. Yes, you have problems, but you have good things too. If you’re struggling to come up with anything that makes you smile, consider keeping a gratitude journal where you make an entry every day.

I also recommend positive affirmations and self-talk. Repeat phrases to yourself such as “There are good things in my life,” “I can come up with creative solutions,” or “I have good problem-solving skills.”

And of course, it’s important to surround yourself with people who are equally as positive and upbeat as you’re trying to be. The same applies to all aspects of your life. Read positive books, articles, and social media posts. Listen to uplifting music, and watch videos and movies that leave you feeling positive and optimistic.

Remember that every problem comes with a solution already custom-made for it. You just need to find it, and you can by maintaining a calm, positive attitude and steadily progressing through the different stages of the problem-solving process.

2. Define The Problem

Problem identification is a vital step in problem-solving processes so that you know exactly what you are dealing with. What might seem to be the root cause of your situation may be something entirely different.

Also, defining the problem will help you gather data, analyze the issues surrounding it, and find a potential solution.

What exactly is the challenge you are facing? What about this particular situation is causing you stress and anxiety? You must clearly define the problem to resolve it.

Not only should you clarify what the problem is, but you should also see what caused the problem. If you can’t conclude the cause of the problem, you may need to meet with other parties involved to determine the root before moving forward.

Sometimes a clear root cause cannot be determined, or there may be several factors that are causing the problem. In these cases, you can still move forward in finding solutions by defining what is currently hard to deal with and what needs to be changed or solved.

If you are working with a group, it’s important to write and rewrite the problem until everyone agrees that the problem is clearly and correctly defined. Each person will bring a unique perspective that will help clarify what the situation is.

Identify important details that define that problem, and weed out information that is extraneous or useless so that it doesn’t distract you from your ability to solve it or waste your time.

It can help to ask the following questions:

• Who is involved in the problem?
• What exactly is happening that is preventing forward progress?
• When did the problem occur and how often?
• Why is the problem happening?
• How is it affecting workflow or people?

Write out the problem so that it is easy for you and everyone else to see exactly what it is. It may help to draw a picture, diagram, or graph to fully visualize the problem.

When the issue is clearly defined, the solution may be obvious. But you may never find the solution at all if the problem isn’t defined.

3. Use Creative Thinking

As I mentioned in the first step, geniuses solve issues with out-of-the-box thinking. So you need to see the problem from every angle before you begin moving down solution paths.

You should think: Are there other problems that are affecting this obstacle? If so, you need to address it first.

It can be easy to have tunnel vision when you’re problem-solving, but there are usually multiple things at play with any dilemma. Zoom out from the situation at hand and see all contributing factors to the issue and listen to everyone’s point of view.

Meeting with others who may be involved in the process can offer you more brainpower to shed light on the problem. That’s why teamwork is so important. You can work together to look at what the issue is affecting, what is affecting it, and how to solve it.

It might feel as if you can work faster on your own. But when you collaborate with others, you’ll be able to come up with higher-quality solutions.

In fact, statistics show that 86% of employees and executives say lack of collaboration or ineffective communication causes workplace failures.

Don’t be afraid to sit down with people involved in the problem to work things out. People outside the problem can also offer a valuable third-party opinion. Their advice and ideas may actually be more helpful because they don’t have a personal stake in the issue.

When discussing the problem with others, replace “No, but” with “Yes, and.” For example, if someone says, “I think part of the problem stems from a lack of communication within the team.” Respond with, “Yes, and it can also come from people arriving late to meetings.”

This approach validates what the other person is saying so that all input is accepted as valuable and ideas are not negated. It also gives you an equal opportunity to add your ideas and input.

Think creatively by looking outside of your industry or situation for solutions. While it is helpful to analyze how others within your field or circumstances have solved a similar problem, you might find helpful insight in looking at how companies or individuals in other walks of life that have seemingly non-matching characteristics have approached related problems.

Ask “what if” questions. This can often help you think outside the box when solving problems creatively. As you look at potential solutions, ask,

“Why not?”

“What assumptions can we get rid of?”

“What can we add beyond the expected solutions?” and similar questions to take a broader view of the problem and possible solutions.

State the opposite of the problem to get a different perspective on it. For example, instead of asking, “How can we encourage our existing customers to buy more products?” ask, “How can we discourage our existing customers from buying more products.” This process can lead to surprisingly effective solutions.

4. Brainstorm Possible Solutions

Part of addressing the situation from different directions is to come up with not just one but several solutions. There are likely to be multiple solutions to any single problem.

The first conclusion that comes to mind may not be the best one, but the more you focus, the more solutions you will find. That’s why brainstorming all possible resolutions is an essential step to  problem-solving .

If you’re brainstorming together with a group of others, make sure to define a clear goal for the brainstorming session before you begin. Allow people time before the meeting to reflect on the problem. This will allow them to come prepared with ideas.

Throughout the session, record any suggestions that come up. You can write them on a physical whiteboard so that everyone can see them, or simply jot them down in a digital folder. Share these notes with attendees post-meeting and assign any follow-up tasks.

Reserve judgment until after your brainstorming session is complete. Some ideas may seem ridiculous or impractical, but say them and record them anyway. The goal is to move beyond existing ideas and look at the problem and possible solutions from every angle. Sometimes, an idea that seems far-flung can begin a conversation and flow of ideas that lead to the best solution.

Defining your end goal will help inspire unique ways you can get there. It can also help to pose the problem as a question and come up with conclusions to that question. Use the examples offered earlier of who, what, when, where, and how questions to get you started.

5. Find The Best Solution 

Now, not all possible solutions you outlined will be a good fit. You should be able to narrow down each method and see which is the most effective for your issue.

After brainstorming all potential solutions, ask yourself, “What solution will likely produce the best outcome?”

Do this by comparing each of the results with the one you believe to be the most ideal. Which one is the best under the current circumstances? What will successfully solve the problem? Which one will lead to a better outcome in the future? What will prevent further problems? Is there more than one solution that we should apply for the best results?

It might take some time to work through each of your potential solutions. Some will quickly weed themselves out. In other cases, though, don’t be afraid to spend some time thinking about how a given solution would work.

Identify the pros and cons or benefits and costs of each solution to help you determine which one or more is best.

After looking in-depth at the various approaches, decide on the best solution for the situation.

6. Expect the Best and Prepare for the Worst

Before you jump at the chance to solve your problem with the best-fit solution, consider the repercussions of the solution. 

Now is the time to jump to worst-case scenarios. What will happen if the solution fails? Knowing the answer to this will allow you to prepare if it doesn’t resolve your dilemma.

Even if at first you don’t succeed, you will learn something in the end. Don’t take it as a failure but as a learning opportunity.

Accept that it didn’t work and try something new. Determine what didn’t work and why to come up with additional possible strategies. Thankfully, you already have a list of alternative solutions that can help you find the right one.

Preparing for the worst is not about thinking negatively. Remember, the power of positive thinking will allow you to uncover more solutions. If you can train your mind to think this way, the more solution-oriented you will become.

Instead, thinking through worst-case scenarios is simply being realistic. This allows you to create a Plan B. 

If one solution doesn’t work, which solution will you try next? Come up with a backup plan. You might move on to the next solution on your shortlist, or you might tweak things and continue working with your #1 idea.

Preparing for the worst allows you to end up with the best possible solution.

7. Set a Deadline

The next of my 10 problem-solving strategies is to create a timeframe for your solution. Determine:

• When to implement the solution
• How long it will take to complete
• When you expect to see results

What actions are necessary to meet this deadline, and who will be accomplishing it? List out the tasks needed and assign each one to an appropriate person.

It’s important to not only set a deadline, but also place standards on how you will measure its success. How will you know that you’re making progress, or in other words, what will be your key performance indicators (KPIs)? How will you compare the success of this solution against the success of another?

Determine what key performance indicators will allow you to measure the success of your outcomes and set a series of short-term deadlines to report. Clearly communicate these benchmarks with everyone involved.

Make sure people understand how you’re choosing to measure success so they can be successful by your standards.

8. Take Responsibility

Now that you’ve found the solution to the problem that you want to implement, consider how it will impact the situation if it works or if it doesn’t.

If your outcome doesn’t work, that’s okay, but it is your job to accept responsibility. Be ready to admit any mistakes and continue working to make things right.

Some of the most creative ideas never transpire because no one is assigned the authority to carry out the decision.

Taking responsibility for your decision doesn’t necessarily mean you need to be the one to implement it. There may be various people involved in the problem and different jobs required to accomplish the solution.

By taking responsibility for the decision you make, you’ll ensure that everyone involved knows what job they need to do, when they need to do it, and how the successful or unsuccessful completion of that job is defined.

9. Solve the Problem

Now, it’s finally time to take action.

Execute your solution so you can reach your defined goals and learn what works best. Continue communicating with everyone on board as you all work together to solve the problem.

However, not every problem will be solved easily.

You may encounter additional obstacles as you attempt to solve the initial problem. You can overcome any drawback by tapping into your creative mind and taking action consistently and persistently until you reach your goal.

As you work hard, you can develop your capacity to achieve more in the future. Every time you successfully solve a problem, you are developing your analytical skills, communication skills, and problem-solving abilities. You’re also increasing your confidence.

Next time you need to solve a problem, you can look back on the successful jobs you’ve done before.

10. Track Your Results

The final step of my  problem-solving process is to track the results. Using the deadlines, KPIs, and scheduled reports you set in step seven will let you know immediately if you’re on track or falling behind.

When you reach your deadline, ask yourself if you met the goals you set out to achieve.

What worked and what didn’t work? Did you solve the problem? Did you solve it with the approach and timeframe you expected?

Answering these questions will allow you to understand if you need to take further action and help you improve your problem-solving methods for the future.

The best way to learn to problem solve is to simply do it. Jump in with both feet and start coming up with potential solutions to issues that need fixing. Over time, you’ll learn about problem-solving without even realizing it.

However, in addition to learning “on the job,” you can also take courses to help boost your skills. 

Studying subjects like project management or data analysis is a good way to help you succeed in identifying problems, thinking of better solutions, and leading others with good communication as you work together to put your solutions in place.

Bonus: Further Problem-Solving Strategies

More good news: The process outlined above isn’t the only way to solve complex problems. In fact, there are many strategies you can implement for solving a problem.

Here are summaries of a few more problem-solving methods that you can learn more about:

The IDEAL process of solving a problem can help you look at situations objectively and remove the emotional aspects that can arise when a problem occurs. It works especially well for problems that may not seem to have a clear cause or may need more than one solution. The steps involve:

• Identifying the problem
• Defining what the problem is and the desired outcome
• Exploring possible solutions
• Acting on a solution
• Looking back to evaluate the effectiveness of the solution

Root Cause Analysis

Root cause analysis is actually a set of various problem-solving processes that aim to identify the main cause of a problem so that you can find appropriate solutions. The purpose of root cause analysis is to get to the root of a problem and prevent further difficulties instead of treating the symptoms of a problem.

At the same time, this approach to solving complex problems recognizes that there is value in treating symptoms for short-term relief while the larger problem-finding process is going on.

It also assumes that there can be more than one root cause and focuses on how and why a problem occurs instead of who causes it.

This method provides a structured approach to solving a complex problem, especially those that do not have a clear solution. Simplex problem-solving involves eight steps:

• Problem finding: Identifying what the problem is
• Fact-finding: Collecting information and data about the problem
• Problem definition: Clearly define the complex problem so you know what you are solving
• Idea finding: Generating possible solutions to the problem
• Evaluation and Selection: Choosing the solution that seems to like it will best address the complex problem
• Planning: Deciding how you will implement the solution
• Sell the idea: Get stakeholders on board with implementing the solution
• Action: Carrying out the solution

Appreciative Inquiry

Appreciative inquiry looks at a problem from a different angle, or not at all. It focuses on what is going right instead of what is going wrong. It is often best applied when a change is needed within an organization or individual. This approach leans heavily on cognitive science and positive thinking.

It involves five steps:

• Define the desired outcome
• Discover what our strengths are
• Dream of what would work well in the future
• Design a plan to make it happen
• Deploy the action

Six Thinking Hats

This approach to solving a complex problem focuses on approaching solutions in a balanced way. Using the six thinking hats approach, you will ask yourself a series of questions based on six principles or divide your team into six different groups:

• The white hat will focus on facts and logic (objective)
• The red hat will focus on emotion and instinct (intuitive)
• The black hat will focus on predicting negative outcomes (cautious)
• The yellow hat will look for positive outcomes (optimistic)
• The green hat will focus on reducing criticism and increasing ideas (creative)
• The blue hat will focus on management and organization (control)

The 5 whys is an example of a root cause analysis tool. The purpose of using this problem-solving technique is to find the exact reason a problem is occurring by asking a series of “why” questions. After asking why five times, the cause of the problem and its accompanying solution should be clear.

Start Implementing Solutions to Problems Today

You don’t need to feel overwhelmed and confused when a problem arises anymore. Stress and unhappiness are simply byproducts of how you respond to those situations. Instead, you can look at each problem or difficulty by asking, “What is the opportunity in this?”

When you enhance your problem-solving skills, you will experience determination and a sense of calmness when the next difficult situation arises.

While you may not know how to resolve most issues right away, you will know the problem-solving steps to take to uncover the best response: Define the problem, determine the cause, discover the best problem-solving technique, take action, and analyze the outcome.

Follow this process over and over again and you will creatively solve your problems. After all, an effective way to solve problems is a skill that you can develop with practice.

To help you enhance your success, download my free  SMART Goals Template . This resource is a good fit for someone who wants to achieve their goals and optimize their success. I walk you through how to set goals and plan ahead the right way. As you advance your problem-solving skills, you will experience more success in your daily life—for big-picture items and small ones alike.

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About Brian Tracy — Brian is recognized as the top sales training and personal success authority in the world today. He has authored more than 60 books and has produced more than 500 audio and video learning programs on sales, management, business success and personal development, including worldwide bestseller The Psychology of Achievement. Brian's goal is to help you achieve your personal and business goals faster and easier than you ever imagined. You can follow him on Twitter , Facebook , Pinterest , Linkedin and Youtube .

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

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.

Whether we realise it or not, problem solving skills are an important part of our daily lives. From resolving a minor annoyance at home to tackling complex business challenges at work, our ability to solve problems has a significant impact on our success and happiness. However, not everyone is naturally gifted at problem-solving, and even those who are can always improve their skills. In this blog post, we will go over the art of effective problem-solving step by step.

You will learn how to define a problem, gather information, assess alternatives, and implement a solution, all while honing your critical thinking and creative problem-solving skills. Whether you’re a seasoned problem solver or just getting started, this guide will arm you with the knowledge and tools you need to face any challenge with confidence. So let’s get started!

Problem Solving Methodologies

Individuals and organisations can use a variety of problem-solving methodologies to address complex challenges. 8D and A3 problem solving techniques are two popular methodologies in the Lean Six Sigma framework.

Methodology of 8D (Eight Discipline) Problem Solving:

The 8D problem solving methodology is a systematic, team-based approach to problem solving. It is a method that guides a team through eight distinct steps to solve a problem in a systematic and comprehensive manner.

The 8D process consists of the following steps:

• Form a team: Assemble a group of people who have the necessary expertise to work on the problem.
• Define the issue: Clearly identify and define the problem, including the root cause and the customer impact.
• Create a temporary containment plan: Put in place a plan to lessen the impact of the problem until a permanent solution can be found.
• Identify the root cause: To identify the underlying causes of the problem, use root cause analysis techniques such as Fishbone diagrams and Pareto charts.
• Create and test long-term corrective actions: Create and test a long-term solution to eliminate the root cause of the problem.
• Implement and validate the permanent solution: Implement and validate the permanent solution’s effectiveness.
• Prevent recurrence: Put in place measures to keep the problem from recurring.
• Recognize and reward the team: Recognize and reward the team for its efforts.

Download the 8D Problem Solving Template

A3 Problem Solving Method:

The A3 problem solving technique is a visual, team-based problem-solving approach that is frequently used in Lean Six Sigma projects. The A3 report is a one-page document that clearly and concisely outlines the problem, root cause analysis, and proposed solution.

The A3 problem-solving procedure consists of the following steps:

• Determine the issue: Define the issue clearly, including its impact on the customer.
• Perform root cause analysis: Identify the underlying causes of the problem using root cause analysis techniques.
• Create and implement a solution: Create and implement a solution that addresses the problem’s root cause.
• Monitor and improve the solution: Keep an eye on the solution’s effectiveness and make any necessary changes.

Subsequently, in the Lean Six Sigma framework, the 8D and A3 problem solving methodologies are two popular approaches to problem solving. Both methodologies provide a structured, team-based problem-solving approach that guides individuals through a comprehensive and systematic process of identifying, analysing, and resolving problems in an effective and efficient manner.

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. To avoid this pitfall, it is critical to thoroughly understand the problem.

To begin, ask yourself some clarifying questions:

• What exactly is the issue?
• What are the problem’s symptoms or consequences?
• Who or what is impacted by the issue?
• When and where does the issue arise?

Answering these questions will assist you in determining the scope of the problem. However, simply describing the problem is not always sufficient; you must also identify the root cause. The root cause is the underlying cause of the problem and is usually the key to resolving it permanently.

Try asking “why” questions to find the root cause:

• What causes the problem?
• Why does it continue?
• Why does it have the effects that it does?

By repeatedly asking “ why ,” you’ll eventually get to the bottom of the problem. This is an important step in the problem-solving process because it ensures that you’re dealing with the root cause rather than just the symptoms.

Once you have a firm grasp on the issue, it is time to divide it into smaller, more manageable chunks. This makes tackling the problem easier and reduces the risk of becoming overwhelmed. For example, if you’re attempting to solve a complex business problem, you might divide it into smaller components like market research, product development, and sales strategies.

To summarise step 1, defining the problem is an important first step in effective problem-solving. You will be able to identify the root cause and break it down into manageable parts if you take the time to thoroughly understand the problem. This will prepare you for the next step in the problem-solving process, which is gathering information and brainstorming ideas.

Step 2 – Gather Information and Brainstorm Ideas

Gathering information and brainstorming ideas is the next step in effective problem solving. This entails researching the problem and relevant information, collaborating with others, and coming up with a variety of potential solutions. This increases your chances of finding the best solution to the problem.

Begin by researching the problem and relevant information. This could include reading articles, conducting surveys, or consulting with experts. The goal is to collect as much information as possible in order to better understand the problem and possible solutions.

Next, work with others to gather a variety of perspectives. Brainstorming with others can be an excellent way to come up with new and creative ideas. Encourage everyone to share their thoughts and ideas when working in a group, and make an effort to actively listen to what others have to say. Be open to new and unconventional ideas and resist the urge to dismiss them too quickly.

Finally, use brainstorming to generate a wide range of potential solutions. This is the place where you can let your imagination run wild. At this stage, don’t worry about the feasibility or practicality of the solutions; instead, focus on generating as many ideas as possible. Write down everything that comes to mind, no matter how ridiculous or unusual it may appear. This can be done individually or in groups.

Once you’ve compiled a list of potential solutions, it’s time to assess them and select the best one. This is the next step in the problem-solving process, which we’ll go over in greater detail in the following section.

Step 3 – Evaluate Options and Choose the Best Solution

Once you’ve compiled a list of potential solutions, it’s time to assess them and select the best one. This is the third step in effective problem solving, and it entails weighing the advantages and disadvantages of each solution, considering their feasibility and practicability, and selecting the solution that is most likely to solve the problem effectively.

To begin, weigh the advantages and disadvantages of each solution. This will assist you in determining the potential outcomes of each solution and deciding which is the best option. For example, a quick and easy solution may not be the most effective in the long run, whereas a more complex and time-consuming solution may be more effective in solving the problem in the long run.

Consider each solution’s feasibility and practicability. Consider the following:

• Can the solution be implemented within the available resources, time, and budget?
• What are the possible barriers to implementing the solution?
• Is the solution feasible in today’s political, economic, and social environment?

You’ll be able to tell which solutions are likely to succeed and which aren’t by assessing their feasibility and practicability.

Finally, choose the solution that is most likely to effectively solve the problem. This solution should be based on the criteria you’ve established, such as the advantages and disadvantages of each solution, their feasibility and practicability, and your overall goals.

It is critical to remember that there is no one-size-fits-all solution to problems. What is effective for one person or situation may not be effective for another. This is why it is critical to consider a wide range of solutions and evaluate each one based on its ability to effectively solve the problem.

Step 4 – Implement and Monitor the Solution

When you’ve decided on the best solution, it’s time to put it into action. The fourth and final step in effective problem solving is to put the solution into action, monitor its progress, and make any necessary adjustments.

To begin, implement the solution. This may entail delegating tasks, developing a strategy, and allocating resources. Ascertain that everyone involved understands their role and responsibilities in the solution’s implementation.

Next, keep an eye on the solution’s progress. This may entail scheduling regular check-ins, tracking metrics, and soliciting feedback from others. You will be able to identify any potential roadblocks and make any necessary adjustments in a timely manner if you monitor the progress of the solution.

Finally, make any necessary modifications to the solution. This could entail changing the solution, altering the plan of action, or delegating different tasks. Be willing to make changes if they will improve the solution or help it solve the problem more effectively.

It’s important to remember that problem solving is an iterative process, and there may be times when you need to start from scratch. This is especially true if the initial solution does not effectively solve the problem. In these situations, it’s critical to be adaptable and flexible and to keep trying new solutions until you find the one that works best.

To summarise, effective problem solving is a critical skill that can assist individuals and organisations in overcoming challenges and achieving their objectives. Effective problem solving consists of four key steps: defining the problem, generating potential solutions, evaluating alternatives and selecting the best solution, and implementing the solution.

You can increase your chances of success in problem solving by following these steps and considering factors such as the pros and cons of each solution, their feasibility and practicability, and making any necessary adjustments. Furthermore, keep in mind that problem solving is an iterative process, and there may be times when you need to go back to the beginning and restart. Maintain your adaptability and try new solutions until you find the one that works best for you.

• Novick, L.R. and Bassok, M., 2005.  Problem Solving . Cambridge University Press.

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Daniel Croft

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

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How to Solve Problems

• Laura Amico

To bring the best ideas forward, teams must build psychological safety.

Teams today aren’t just asked to execute tasks: They’re called upon to solve problems. You’d think that many brains working together would mean better solutions, but the reality is that too often problem-solving teams fall victim to inefficiency, conflict, and cautious conclusions. The two charts below will help your team think about how to collaborate better and come up with the best solutions for the thorniest challenges.

• Laura Amico is a former senior editor at Harvard Business Review.

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10 Step Process for Effective Business Problem Solving

Posted august 3, 2021 by harriet genever.

When you start a small business or launch a startup, the one thing you can count on is the unexpected. No matter how thoroughly you plan, forecast , and test, problems are bound to arise. This is why as an entrepreneur, you need to know how to solve business problems effectively.

What is problem solving in business?

Problem solving in business relates to establishing processes that mitigate or remove obstacles currently preventing you from reaching strategic goals . These are typically complex issues that create a gap between actual results and your desired outcome. They may be present in a single team, operational process, or throughout your entire organization, typically without an immediate or obvious solution. 

To approach problem solving successfully, you need to establish consistent processes that help you evaluate, explore solutions, prioritize execution, and measure success. In many ways, it should be similar to how you review business performance through a monthly plan review . You work through the same documentation, look for gaps, dig deeper to identify the root cause, and hash out options. Without this process, you simply cannot expect to solve problems efficiently or effectively. 

Why problem solving is important for your business

While some would say problem-solving comes naturally, it’s actually a skill you can grow and refine over time. Problem solving skills will help you and your team tackle critical issues and conflicts as they arise. It starts from the top. You as the business owner or CEO needing to display the type of level-headed problem solving that you expect to see from your employees.

Doing so will help you and your staff quickly deal with issues, establish and refine a problem solving process, turn challenges into opportunities, and generally keep a level head. Now, the best business leaders didn’t just find a magic solution to solve their problems, they built processes and leveraged tools to find success. And you can do the same.

By following this 10-step process, you can develop your problem-solving skills and approach any issue that arises with confidence. 

1. Define the problem

When a problem arises, it can be very easy to jump right into creating a solution. However, if you don’t thoroughly examine what led to the problem in the first place, you may create a strategy that doesn’t actually solve it. You may just be treating the symptoms.

For instance, if you realize that your sales from new customers are dropping, your first inclination might be to rush into putting together a marketing plan to increase exposure. But what if decreasing sales are just a symptom of the real problem? 

When you define the problem, you want to be sure you’re not missing the forest for the trees. If you have a large issue on your hands, you’ll want to look at it from several different angles:

Competition 

Is a competitor’s promotion or pricing affecting your sales? Are there new entrants in your market? How are they marketing their product or business?

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Business model 

Is your business model sustainable? Is it realistic for how fast you want to grow? Should you explore different pricing or cost strategies?

Market factors

How are world events and the nation’s economy affecting your customers and your sales?

Are there any issues affecting your team? Do they have the tools and resources they need to succeed? 

Goal alignment 

Is everyone on your team working toward the same goal ? Have you communicated your short-term and long-term business goals clearly and often?

There are a lot of ways to approach the issue when you’re facing a serious business problem. The key is to make sure you’re getting a full snapshot of what’s going on so you don’t waste money and resources on band-aid solutions. 

Going back to our example, by looking at every facet of your business, you may discover that you’re spending more on advertising than your competitors already. And instead, there’s a communication gap within your team that’s leading to the mishandling of new customers and therefore lost sales. 

If you jumped into fixing the exposure of your brand, you would have been dumping more money into an area you’re already winning. Potentially leading to greater losses as more and more new customers are dropped due to poor internal communication.

This is why it’s so vital that you explore your blind spots and track the problem to its source.

2. Conduct a SWOT analysis

All good businesses solve some sort of problem for customers. What if your particular business problem is actually an opportunity, or even a strength if considered from a different angle? This is when you’d want to conduct a SWOT analysis to determine if that is in fact the case.

SWOT is a great tool for strategic planning and bringing multiple viewpoints to the table when you’re looking at investing resources to solve a problem. This may even be incorporated in your attempts to identify the source of your problem, as it can quickly outline specific strengths and weaknesses of your business. And then by identifying any potential opportunities or threats, you can utilize your findings to kickstart a solution. 

3. Identify multiple solutions with design thinking

As you approach solving your problem, you may want to consider using the design thinking approach . It’s often used by organizations looking to solve big, community-based problems. One of its strengths is that it requires involving a wide range of people in the problem-solving process. Which leads to multiple perspectives and solutions arising.

This approach—applying your company’s skills and expertise to a problem in the market—is the basis for design thinking.

It’s not about finding the most complex problems to solve, but about finding common needs within the organization and in the real world and coming up with solutions that fit those needs. When you’re solving business problems, this applies in the sense that you’re looking for solutions that address underlying issues—you’re looking at the big picture.

4. Conduct market research and customer outreach

Market research and customer outreach aren’t the sorts of things small business owners and startups can do once and then cross off the list. When you’re facing a roadblock, think back to the last time you did some solid market research or took a deep dive into understanding the competitive landscape .

Market research and the insights you get from customer outreach aren’t a silver bullet. Many companies struggle with what they should do with conflicting data points. But it’s worth struggling through and gathering information that can help you better understand your target market . Plus, your customers can be one of the best sources of criticism. It’s actually a gift if you can avoid taking the negatives personally .

The worst thing you can do when you’re facing challenges is isolating yourself from your customers and ignore your competition. So survey your customers. Put together a competitive matrix . 

5. Seek input from your team and your mentors

Don’t do your SWOT analysis or design thinking work by yourself. The freedom to express concerns, opinions, and ideas will allow people in an organization to speak up. Their feedback is going to help you move faster and more efficiently. If you have a team in place, bring them into the discussion. You hired them to be experts in their area; use their expertise to navigate and dig deeper into underlying causes of problems and potential solutions.

If you’re running your business solo, at least bring in a trusted mentor. SCORE offers a free business mentorship program if you don’t already have one. It can also be helpful to connect with a strategic business advisor , especially if business financials aren’t your strongest suit.

Quoting Stephen Covey, who said that “strength lies in differences, not in similarities,” speaking to the importance of diversity when it comes to problem-solving in business. The more diverse a team is , the more often innovative solutions to the problems faced by the organization appear.

In fact, it has been found that groups that show greater diversity were better at solving problems than groups made up specifically of highly skilled problem solvers. So whoever you bring in to help you problem-solve, resist the urge to surround yourself with people who already agree with you about everything.

6. Apply lean planning for nimble execution

So you do your SWOT analysis and your design thinking exercise. You come up with a set of strong, data-driven ideas. But implementing them requires you to adjust your budget, or your strategic plan, or even your understanding of your target market.

Are you willing to change course? Can you quickly make adjustments? Well in order to grow, you can’t be afraid to be nimble . 

By adopting the lean business planning method —the process of revising your business strategy regularly—you’ll be able to shift your strategies more fluidly. You don’t want to change course every week, and you don’t want to fall victim to shiny object thinking. But you can strike a balance that allows you to reduce your business’s risk while keeping your team heading in the right direction.

Along the way, you’ll make strategic decisions that don’t pan out the way you hoped. The best thing you can do is test your ideas and iterate often so you’re not wasting money and resources on things that don’t work. That’s Lean Planning .

7. Model different financial scenarios

When you’re trying to solve a serious business problem, one of the best things you can do is build a few different financial forecasts so you can model different scenarios. You might find that the idea that seemed the strongest will take longer than you thought to reverse a negative financial trend. At the very least you’ll have better insight into the financial impact of moving in a different direction.

The real benefit here is looking at different tactical approaches to the same problem. Maybe instead of increasing sales right now, you’re better off in the long run if you adopt a strategy to reduce churn and retain your best customers. You won’t know unless you model a few different scenarios. You can do this by using spreadsheets, and a tool like LivePlan can make it easier and quicker.

8. Watch your cash flow

While you’re working to solve a challenging business problem, pay particular attention to your cash flow and your cash flow forecast . Understanding when your company is at risk of running out of cash in the bank can help you be proactive. It’s a lot easier to get a line of credit while your financials still look good and healthy, than when you’re one pay period away from ruin.

If you’re dealing with a serious issue, it’s easy to start to get tunnel vision. You’ll benefit from maintaining a little breathing room for your business as you figure out what to do next.

9. Use a decision-making framework

Once you’ve gathered all the information you need, generated a number of ideas, and done some financial modeling, you might still feel uncertain. It’s natural—you’re not a fortune-teller. You’re trying to make the best decision you can with the information you have.

This article offers a really useful approach to making decisions. It starts with putting your options into a matrix like this one:

Use this sort of framework to put everything you’ve learned out on the table. If you’re working with a bigger team, this sort of exercise can also bring the rest of your team to the table so they feel some ownership over the outcome.

10. Identify key metrics to track

How will you know your problem is solved? And not just the symptom—how will you know when you’ve addressed the underlying issues? Before you dive into enacting the solution, make sure you know what success looks like.

Decide on a few key performance indicators . Take a baseline measurement, and set a goal and a timeframe. You’re essentially translating your solution into a plan, complete with milestones and goals. Without these, you’ve simply made a blind decision with no way to track success. You need those goals and milestones to make your plan real .

Problem solving skills to improve

As you and your team work through this process, it’s worth keeping in mind specific problem solving skills you should continue to develop. Bolstering your ability, as well as your team, to solve problems effectively will only make this process more useful and efficient. Here are a few key skills to work on.

Emotional intelligence

It can be very easy to make quick, emotional responses in a time of crisis or when discussing something you’re passionate about. To avoid making assumptions and letting your emotions get the best of you, you need to focus on empathizing with others. This involves understanding your own emotional state, reactions and listening carefully to the responses of your team. The more you’re able to listen carefully, the better you’ll be at asking for and taking advice that actually leads to effective problem solving.

Jumping right into a solution can immediately kill the possibility of solving your problem. Just like when you start a business , you need to do the research into what the problem you’re solving actually is. Luckily, you can embed research into your problem solving by holding active reviews of financial performance and team processes. Simply asking “What? Where? When? How?” can lead to more in-depth explorations of potential issues.

The best thing you can do to grow your research abilities is to encourage and practice curiosity. Look at every problem as an opportunity. Something that may be trouble now, but is worth exploring and finding the right solution. You’ll pick up best practices, useful tools and fine-tune your own research process the more you’re willing to explore.

Brainstorming

Creatively brainstorming with your team is somewhat of an art form. There needs to be a willingness to throw everything at the wall and act as if nothing is a bad idea at the start. This style of collaboration encourages participation without fear of rejection. It also helps outline potential solutions outside of your current scope, that you can refine and turn into realistic action.

Work on breaking down problems and try to give everyone in the room a voice. The more input you allow, the greater potential you have for finding the best solution.

Decisiveness

One thing that can drag out acting upon a potential solution, is being indecisive. If you aren’t willing to state when the final cutoff for deliberation is, you simply won’t take steps quickly enough. This is when having a process for problem solving comes in handy, as it purposefully outlines when you should start taking action.

Work on choosing decision-makers, identify necessary results and be prepared to analyze and adjust if necessary. You don’t have to get it right every time, but taking action at the right time, even if it fails, is almost more vital than never taking a step.  

Stemming off failure, you need to learn to be resilient. Again, no one gets it perfect every single time. There are so many factors in play to consider and sometimes even the most well-thought-out solution doesn’t stick. Instead of being down on yourself or your team, look to separate yourself from the problem and continue to think of it as a puzzle worth solving. Every failure is a learning opportunity and it only helps you further refine and eliminate issues in your strategy.

Problem solving is a process

The key to effective problem-solving in business is the ability to adapt. You can waste a lot of resources on staying the wrong course for too long. So make a plan to reduce your risk now. Think about what you’d do if you were faced with a problem large enough to sink your business. Be as proactive as you can.

Editor’s note: This article was originally published in 2016. It was updated in 2021.

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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. What’s the number-one skill you need to succeed professionally? Salesmanship, perhaps? Or a facility with statistics? Or maybe the ability to communicate crisply and clearly? Many would argue that at the very top of the list comes problem solving: that is, the ability to think through and come up with an optimal course of action to address any complex challenge—in business, in public policy, or indeed in life.

Looked at this way, it’s no surprise that McKinsey takes problem solving very seriously, testing for it during the recruiting process and then honing it, in McKinsey consultants, through immersion in a structured seven-step method. To discuss the art of problem solving, I sat down in California with McKinsey senior partner Hugo Sarrazin and also with Charles Conn. Charles is a former McKinsey partner, entrepreneur, executive, and coauthor of the book Bulletproof Problem Solving: The One Skill That Changes Everything [John Wiley & Sons, 2018].

Charles and Hugo, welcome to the podcast. Thank you for being here.

Hugo Sarrazin: Our pleasure.

Charles Conn: It’s terrific to be here.

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

Charles Conn: For me, problem solving is the answer to the question “What should I do?” It’s interesting when there’s uncertainty and complexity, and when it’s meaningful because there are consequences. Your son’s climbing is a perfect example. There are consequences, and it’s complicated, and there’s uncertainty—can he make that grab? I think we can apply that same frame almost at any level. You can think about questions like “What town would I like to live in?” or “Should I put solar panels on my roof?”

You might think that’s a funny thing to apply problem solving to, but in my mind it’s not fundamentally different from business problem solving, which answers the question “What should my strategy be?” Or problem solving at the policy level: “How do we combat climate change?” “Should I support the local school bond?” I think these are all part and parcel of the same type of question, “What should I do?”

I’m a big fan of structured problem solving. By following steps, we can more clearly understand what problem it is we’re solving, what are the components of the problem that we’re solving, which components are the most important ones for us to pay attention to, which analytic techniques we should apply to those, and how we can synthesize what we’ve learned back into a compelling story. That’s all it is, at its heart.

I think sometimes when people think about seven steps, they assume that there’s a rigidity to this. That’s not it at all. It’s actually to give you the scope for creativity, which often doesn’t exist when your problem solving is muddled.

Simon London: You were just talking about the seven-step process. That’s what’s written down in the book, but it’s a very McKinsey process as well. Without getting too deep into the weeds, let’s go through the steps, one by one. You were just talking about problem definition as being a particularly important thing to get right first. That’s the first step. Hugo, tell us about that.

Hugo Sarrazin: It is surprising how often people jump past this step and make a bunch of assumptions. The most powerful thing is to step back and ask the basic questions—“What are we trying to solve? What are the constraints that exist? What are the dependencies?” Let’s make those explicit and really push the thinking and defining. At McKinsey, we spend an enormous amount of time in writing that little statement, and the statement, if you’re a logic purist, is great. You debate. “Is it an ‘or’? Is it an ‘and’? What’s the action verb?” Because all these specific words help you get to the heart of what matters.

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Simon London: So this is a concise problem statement.

Hugo Sarrazin: Yeah. It’s not like “Can we grow in Japan?” That’s interesting, but it is “What, specifically, are we trying to uncover in the growth of a product in Japan? Or a segment in Japan? Or a channel in Japan?” When you spend an enormous amount of time, in the first meeting of the different stakeholders, debating this and having different people put forward what they think the problem definition is, you realize that people have completely different views of why they’re here. That, to me, is the most important step.

Charles Conn: I would agree with that. For me, the problem context is critical. When we understand “What are the forces acting upon your decision maker? How quickly is the answer needed? With what precision is the answer needed? Are there areas that are off limits or areas where we would particularly like to find our solution? Is the decision maker open to exploring other areas?” then you not only become more efficient, and move toward what we call the critical path in problem solving, but you also make it so much more likely that you’re not going to waste your time or your decision maker’s time.

How often do especially bright young people run off with half of the idea about what the problem is and start collecting data and start building models—only to discover that they’ve really gone off half-cocked.

Hugo Sarrazin: Yeah.

Charles Conn: And in the wrong direction.

Simon London: OK. So step one—and there is a real art and a structure to it—is define the problem. Step two, Charles?

Charles Conn: My favorite step is step two, which is to use logic trees to disaggregate the problem. Every problem we’re solving has some complexity and some uncertainty in it. The only way that we can really get our team working on the problem is to take the problem apart into logical pieces.

What we find, of course, is that the way to disaggregate the problem often gives you an insight into the answer to the problem quite quickly. I love to do two or three different cuts at it, each one giving a bit of a different insight into what might be going wrong. By doing sensible disaggregations, using logic trees, we can figure out which parts of the problem we should be looking at, and we can assign those different parts to team members.

Simon London: What’s a good example of a logic tree on a sort of ratable problem?

Charles Conn: Maybe the easiest one is the classic profit tree. Almost in every business that I would take a look at, I would start with a profit or return-on-assets tree. In its simplest form, you have the components of revenue, which are price and quantity, and the components of cost, which are cost and quantity. Each of those can be broken out. Cost can be broken into variable cost and fixed cost. The components of price can be broken into what your pricing scheme is. That simple tree often provides insight into what’s going on in a business or what the difference is between that business and the competitors.

If we add the leg, which is “What’s the asset base or investment element?”—so profit divided by assets—then we can ask the question “Is the business using its investments sensibly?” whether that’s in stores or in manufacturing or in transportation assets. I hope we can see just how simple this is, even though we’re describing it in words.

When I went to work with Gordon Moore at the Moore Foundation, the problem that he asked us to look at was “How can we save Pacific salmon?” Now, that sounds like an impossible question, but it was amenable to precisely the same type of disaggregation and allowed us to organize what became a 15-year effort to improve the likelihood of good outcomes for Pacific salmon.

Simon London: Now, is there a danger that your logic tree can be impossibly large? This, I think, brings us onto the third step in the process, which is that you have to prioritize.

Charles Conn: Absolutely. The third step, which we also emphasize, along with good problem definition, is rigorous prioritization—we ask the questions “How important is this lever or this branch of the tree in the overall outcome that we seek to achieve? How much can I move that lever?” Obviously, we try and focus our efforts on ones that have a big impact on the problem and the ones that we have the ability to change. With salmon, ocean conditions turned out to be a big lever, but not one that we could adjust. We focused our attention on fish habitats and fish-harvesting practices, which were big levers that we could affect.

People spend a lot of time arguing about branches that are either not important or that none of us can change. We see it in the public square. When we deal with questions at the policy level—“Should you support the death penalty?” “How do we affect climate change?” “How can we uncover the causes and address homelessness?”—it’s even more important that we’re focusing on levers that are big and movable.

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Simon London: Let’s move swiftly on to step four. You’ve defined your problem, you disaggregate it, you prioritize where you want to analyze—what you want to really look at hard. Then you got to the work plan. Now, what does that mean in practice?

Hugo Sarrazin: Depending on what you’ve prioritized, there are many things you could do. It could be breaking the work among the team members so that people have a clear piece of the work to do. It could be defining the specific analyses that need to get done and executed, and being clear on time lines. There’s always a level-one answer, there’s a level-two answer, there’s a level-three answer. Without being too flippant, I can solve any problem during a good dinner with wine. It won’t have a whole lot of backing.

Simon London: Not going to have a lot of depth to it.

Hugo Sarrazin: No, but it may be useful as a starting point. If the stakes are not that high, that could be OK. If it’s really high stakes, you may need level three and have the whole model validated in three different ways. You need to find a work plan that reflects the level of precision, the time frame you have, and the stakeholders you need to bring along in the exercise.

Charles Conn: I love the way you’ve described that, because, again, some people think of problem solving as a linear thing, but of course what’s critical is that it’s iterative. As you say, you can solve the problem in one day or even one hour.

Charles Conn: We encourage our teams everywhere to do that. We call it the one-day answer or the one-hour answer. In work planning, we’re always iterating. Every time you see a 50-page work plan that stretches out to three months, you know it’s wrong. It will be outmoded very quickly by that learning process that you described. Iterative problem solving is a critical part of this. Sometimes, people think work planning sounds dull, but it isn’t. It’s how we know what’s expected of us and when we need to deliver it and how we’re progressing toward the answer. It’s also the place where we can deal with biases. Bias is a feature of every human decision-making process. If we design our team interactions intelligently, we can avoid the worst sort of biases.

Simon London: Here we’re talking about cognitive biases primarily, right? It’s not that I’m biased against you because of your accent or something. These are the cognitive biases that behavioral sciences have shown we all carry around, things like anchoring, overoptimism—these kinds of things.

Both: Yeah.

Charles Conn: Availability bias is the one that I’m always alert to. You think you’ve seen the problem before, and therefore what’s available is your previous conception of it—and we have to be most careful about that. In any human setting, we also have to be careful about biases that are based on hierarchies, sometimes called sunflower bias. I’m sure, Hugo, with your teams, you make sure that the youngest team members speak first. Not the oldest team members, because it’s easy for people to look at who’s senior and alter their own creative approaches.

Hugo Sarrazin: It’s helpful, at that moment—if someone is asserting a point of view—to ask the question “This was true in what context?” You’re trying to apply something that worked in one context to a different one. That can be deadly if the context has changed, and that’s why organizations struggle to change. You promote all these people because they did something that worked well in the past, and then there’s a disruption in the industry, and they keep doing what got them promoted even though the context has changed.

Simon London: Right. Right.

Hugo Sarrazin: So it’s the same thing in problem solving.

Charles Conn: And it’s why diversity in our teams is so important. It’s one of the best things about the world that we’re in now. We’re likely to have people from different socioeconomic, ethnic, and national backgrounds, each of whom sees problems from a slightly different perspective. It is therefore much more likely that the team will uncover a truly creative and clever approach to problem solving.

Simon London: Let’s move on to step five. You’ve done your work plan. Now you’ve actually got to do the analysis. The thing that strikes me here is that the range of tools that we have at our disposal now, of course, is just huge, particularly with advances in computation, advanced analytics. There’s so many things that you can apply here. Just talk about the analysis stage. How do you pick the right tools?

Charles Conn: For me, the most important thing is that we start with simple heuristics and explanatory statistics before we go off and use the big-gun tools. We need to understand the shape and scope of our problem before we start applying these massive and complex analytical approaches.

Simon London: Would you agree with that?

Hugo Sarrazin: I agree. I think there are so many wonderful heuristics. You need to start there before you go deep into the modeling exercise. There’s an interesting dynamic that’s happening, though. In some cases, for some types of problems, it is even better to set yourself up to maximize your learning. Your problem-solving methodology is test and learn, test and learn, test and learn, and iterate. That is a heuristic in itself, the A/B testing that is used in many parts of the world. So that’s a problem-solving methodology. It’s nothing different. It just uses technology and feedback loops in a fast way. The other one is exploratory data analysis. When you’re dealing with a large-scale problem, and there’s so much data, I can get to the heuristics that Charles was talking about through very clever visualization of data.

You test with your data. You need to set up an environment to do so, but don’t get caught up in neural-network modeling immediately. You’re testing, you’re checking—“Is the data right? Is it sound? Does it make sense?”—before you launch too far.

Simon London: You do hear these ideas—that if you have a big enough data set and enough algorithms, they’re going to find things that you just wouldn’t have spotted, find solutions that maybe you wouldn’t have thought of. Does machine learning sort of revolutionize the problem-solving process? Or are these actually just other tools in the toolbox for structured problem solving?

Charles Conn: It can be revolutionary. There are some areas in which the pattern recognition of large data sets and good algorithms can help us see things that we otherwise couldn’t see. But I do think it’s terribly important we don’t think that this particular technique is a substitute for superb problem solving, starting with good problem definition. Many people use machine learning without understanding algorithms that themselves can have biases built into them. Just as 20 years ago, when we were doing statistical analysis, we knew that we needed good model definition, we still need a good understanding of our algorithms and really good problem definition before we launch off into big data sets and unknown algorithms.

Simon London: Step six. You’ve done your analysis.

Charles Conn: I take six and seven together, and this is the place where young problem solvers often make a mistake. They’ve got their analysis, and they assume that’s the answer, and of course it isn’t the answer. The ability to synthesize the pieces that came out of the analysis and begin to weave those into a story that helps people answer the question “What should I do?” This is back to where we started. If we can’t synthesize, and we can’t tell a story, then our decision maker can’t find the answer to “What should I do?”

Simon London: But, again, these final steps are about motivating people to action, right?

Charles Conn: Yeah.

Simon London: I am slightly torn about the nomenclature of problem solving because it’s on paper, right? Until you motivate people to action, you actually haven’t solved anything.

Charles Conn: I love this question because I think decision-making theory, without a bias to action, is a waste of time. Everything in how I approach this is to help people take action that makes the world better.

Simon London: Hence, these are absolutely critical steps. If you don’t do this well, you’ve just got a bunch of analysis.

Charles Conn: We end up in exactly the same place where we started, which is people speaking across each other, past each other in the public square, rather than actually working together, shoulder to shoulder, to crack these important problems.

Simon London: In the real world, we have a lot of uncertainty—arguably, increasing uncertainty. How do good problem solvers deal with that?

Hugo Sarrazin: At every step of the process. In the problem definition, when you’re defining the context, you need to understand those sources of uncertainty and whether they’re important or not important. It becomes important in the definition of the tree.

You need to think carefully about the branches of the tree that are more certain and less certain as you define them. They don’t have equal weight just because they’ve got equal space on the page. Then, when you’re prioritizing, your prioritization approach may put more emphasis on things that have low probability but huge impact—or, vice versa, may put a lot of priority on things that are very likely and, hopefully, have a reasonable impact. You can introduce that along the way. When you come back to the synthesis, you just need to be nuanced about what you’re understanding, the likelihood.

Often, people lack humility in the way they make their recommendations: “This is the answer.” They’re very precise, and I think we would all be well-served to say, “This is a likely answer under the following sets of conditions” and then make the level of uncertainty clearer, if that is appropriate. It doesn’t mean you’re always in the gray zone; it doesn’t mean you don’t have a point of view. It just means that you can be explicit about the certainty of your answer when you make that recommendation.

Simon London: So it sounds like there is an underlying principle: “Acknowledge and embrace the uncertainty. Don’t pretend that it isn’t there. Be very clear about what the uncertainties are up front, and then build that into every step of the process.”

Hugo Sarrazin: Every step of the process.

Simon London: Yeah. We have just walked through a particular structured methodology for problem solving. But, of course, this is not the only structured methodology for problem solving. One that is also very well-known is design thinking, which comes at things very differently. So, Hugo, I know you have worked with a lot of designers. Just give us a very quick summary. Design thinking—what is it, and how does it relate?

Hugo Sarrazin: It starts with an incredible amount of empathy for the user and uses that to define the problem. It does pause and go out in the wild and spend an enormous amount of time seeing how people interact with objects, seeing the experience they’re getting, seeing the pain points or joy—and uses that to infer and define the problem.

Simon London: Problem definition, but out in the world.

Hugo Sarrazin: With an enormous amount of empathy. There’s a huge emphasis on empathy. Traditional, more classic problem solving is you define the problem based on an understanding of the situation. This one almost presupposes that we don’t know the problem until we go see it. The second thing is you need to come up with multiple scenarios or answers or ideas or concepts, and there’s a lot of divergent thinking initially. That’s slightly different, versus the prioritization, but not for long. Eventually, you need to kind of say, “OK, I’m going to converge again.” Then you go and you bring things back to the customer and get feedback and iterate. Then you rinse and repeat, rinse and repeat. There’s a lot of tactile building, along the way, of prototypes and things like that. It’s very iterative.

Simon London: So, Charles, are these complements or are these alternatives?

Charles Conn: I think they’re entirely complementary, and I think Hugo’s description is perfect. When we do problem definition well in classic problem solving, we are demonstrating the kind of empathy, at the very beginning of our problem, that design thinking asks us to approach. When we ideate—and that’s very similar to the disaggregation, prioritization, and work-planning steps—we do precisely the same thing, and often we use contrasting teams, so that we do have divergent thinking. The best teams allow divergent thinking to bump them off whatever their initial biases in problem solving are. For me, design thinking gives us a constant reminder of creativity, empathy, and the tactile nature of problem solving, but it’s absolutely complementary, not alternative.

Simon London: I think, in a world of cross-functional teams, an interesting question is do people with design-thinking backgrounds really work well together with classical problem solvers? How do you make that chemistry happen?

Hugo Sarrazin: Yeah, it is not easy when people have spent an enormous amount of time seeped in design thinking or user-centric design, whichever word you want to use. If the person who’s applying classic problem-solving methodology is very rigid and mechanical in the way they’re doing it, there could be an enormous amount of tension. If there’s not clarity in the role and not clarity in the process, I think having the two together can be, sometimes, problematic.

The second thing that happens often is that the artifacts the two methodologies try to gravitate toward can be different. Classic problem solving often gravitates toward a model; design thinking migrates toward a prototype. Rather than writing a big deck with all my supporting evidence, they’ll bring an example, a thing, and that feels different. Then you spend your time differently to achieve those two end products, so that’s another source of friction.

Now, I still think it can be an incredibly powerful thing to have the two—if there are the right people with the right mind-set, if there is a team that is explicit about the roles, if we’re clear about the kind of outcomes we are attempting to bring forward. There’s an enormous amount of collaborativeness and respect.

Simon London: But they have to respect each other’s methodology and be prepared to flex, maybe, a little bit, in how this process is going to work.

Hugo Sarrazin: Absolutely.

Simon London: The other area where, it strikes me, there could be a little bit of a different sort of friction is this whole concept of the day-one answer, which is what we were just talking about in classical problem solving. Now, you know that this is probably not going to be your final answer, but that’s how you begin to structure the problem. Whereas I would imagine your design thinkers—no, they’re going off to do their ethnographic research and get out into the field, potentially for a long time, before they come back with at least an initial hypothesis.

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Hugo Sarrazin: That is a great callout, and that’s another difference. Designers typically will like to soak into the situation and avoid converging too quickly. There’s optionality and exploring different options. There’s a strong belief that keeps the solution space wide enough that you can come up with more radical ideas. If there’s a large design team or many designers on the team, and you come on Friday and say, “What’s our week-one answer?” they’re going to struggle. They’re not going to be comfortable, naturally, to give that answer. It doesn’t mean they don’t have an answer; it’s just not where they are in their thinking process.

Simon London: I think we are, sadly, out of time for today. But Charles and Hugo, thank you so much.

Charles Conn: It was a pleasure to be here, Simon.

Hugo Sarrazin: It was a pleasure. Thank you.

Simon London: And thanks, as always, to you, our listeners, for tuning into this episode of the McKinsey Podcast . If you want to learn more about problem solving, you can find the book, Bulletproof Problem Solving: The One Skill That Changes Everything , online or order it through your local bookstore. To learn more about McKinsey, you can of course find us at McKinsey.com.

Charles Conn is CEO of Oxford Sciences Innovation and an alumnus of McKinsey’s Sydney office. Hugo Sarrazin is a senior partner in the Silicon Valley office, where Simon London, a member of McKinsey Publishing, is also based.

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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.

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. 

4. Solution development

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

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

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

5. Decision making and planning

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

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

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

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

6. Solution implementation 

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

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

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

7. Solution evaluation 

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

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

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

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

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

What does an effective problem solving process look like?

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

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

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

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

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

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

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

Complete problem-solving methods

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

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

Six Thinking Hats

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

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

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

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

Lightning Decision Jam

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

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

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

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

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

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

Problem Definition Process

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

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

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

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

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

The 5 Whys 

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

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

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

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

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

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

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

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

Discovery & Action Dialogue (DAD)

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

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

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

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

Design Sprint 2.0

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

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

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

Open space technology

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

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

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

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

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

Techniques to identify and analyze problems

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

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

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

Let’s take a look!

Fishbone Analysis

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

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

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

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

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

Problem Tree 

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

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

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

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

SWOT Analysis

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

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

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

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

Agreement-Certainty Matrix

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

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

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

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

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

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

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

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

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

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

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

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

The Journalistic Six

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

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

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

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

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

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

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

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

LEGO Challenge

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

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

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

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

What, So What, Now What?

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

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

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

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

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

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

Journalists  

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

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

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

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

Problem-solving techniques for brainstorming solutions

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

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

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

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

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

Mindspin  

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

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

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

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

The Creativity Dice

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

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

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

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

Idea and Concept Development

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

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

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

Problem-solving techniques for developing and refining solutions 

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

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

Improved Solutions

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

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

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

Four Step Sketch

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

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

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

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

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

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

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

15% Solutions

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

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

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

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

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

Problem-solving techniques for making decisions and planning

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

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

How-Now-Wow Matrix

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

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

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

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

Impact and Effort Matrix

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Problem-solving warm-up activities

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

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

Check-in / Check-out

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

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

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

Doodling Together  

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

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

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

Show and Tell

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

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

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

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

Constellations

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

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

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

Draw a Tree

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

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

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

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

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

Closing activities for a problem-solving process

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

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

One Breath Feedback

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

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

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

Who What When Matrix 

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

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

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

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

Response cards

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

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

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

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

Tips for effective problem solving

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

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

Clearly define the problem

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

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

Don’t jump to conclusions

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

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

Try different approaches  

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

Don’t take it personally 

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

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

Get the right people in the room

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

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

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

Create psychologically safe spaces for discussion

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

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

Document everything

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

Bring a facilitator 

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

Develop your problem-solving skills

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

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

Design a great agenda

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

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

Save time and effort creating an effective problem solving process

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

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

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

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

Over to you

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

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

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

thank you very much for these excellent techniques

Certainly wonderful article, very detailed. Shared!

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

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From Crisis to Solution: 10 Steps to Effective Problem-Solving

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Whether you’re having a friendly debate about the best travel destination, struggling with online communication , or dealing with a complicated issue involving numerous departments and businesses, effective problem-solving requires a clear perspective and a rational action plan.

No matter your purpose, think of the following guide like a GPS, regularly updated to lead you to your destination. While the article concentrates on problem-solving in a business rather than persuading friends, you'll find these effective problem-solving techniques helpful in many other areas.

You’ll learn how to develop a clear perspective, generate effective solutions, evaluate options, and, ultimately, select the best course of action to solve problems. You can customize the steps to fit your unique situation and needs. Let's dive into the ten problem-solving steps to resolve the crisis and achieve your goals.

Ten steps to put out the fire, or problem-solving process

1. identify the problem.

In business and customer service, define the problem to ensure it is well-understood and addressed correctly. It's an absolute must among effective problem solvers, in unusual situations and in the most common customer service problems .

Gathering information from multiple sources and using problem-solving tools such as flowcharts or cause-and-effect diagrams can help identify the underlying causes of the problem. This will result in saving time and resources and improving the outcomes.

Identifying difficulties is among the most desirable problem-solving skills, especially in corporate structures with complex hierarchies and dependencies.

2. Understand the problem

The next step is to understand the underlying reasons for the problem. To do that, you need to gather relevant information and analyze it effectively. Avoiding these reasons or addressing them incorrectly is a surefire way to experience recurring issues and increased dissatisfaction. 

By understanding the reasons, you can develop long-term solutions that improve customer satisfaction and lead to overall success. Understanding and finding the cause is undoubtedly one of the underrated problem-solving skills.

3. Identify potential solutions

One of the most crucial aspects is identifying potential and practical solutions. How can you explore different options to come up with the best?

Brainstorming techniques can help generate creative and innovative business and customer service solutions. For example, a company may use brainstorming sessions to develop new product ideas or marketing strategies.

Customer service teams can also use brainstorming techniques to solve common customer complaints, such as long wait times or difficult-to-use interfaces. If you are looking for improvements, especially in this area, you will undoubtedly be interested in essential customer service skills .

Let's assume that you want to use proven brainstorming techniques.

Brainstorming techniques to consider 

• Mind mapping: A visual brainstorming technique that involves mapping out ideas and connecting them to related concepts. This technique helps individuals and teams explore all possible options and consider different perspectives to develop unique solutions.
• Reverse brainstorming: A technique that involves thinking of solutions that would make the problem worse instead of better. This technique helps individuals and teams identify potential obstacles and develop strategies to avoid them.
• SWOT analysis: A structured brainstorming technique that analyzes an organization's strengths, weaknesses, opportunities, and threats. This technique helps individuals and teams identify areas for improvement and develop strategies to capitalize on opportunities and minimize hazards.
• Random word association: A technique that involves brainstorming ideas by randomly associating words with the problem. This technique helps individuals and teams break their usual thinking patterns and generate new and creative ideas.
• Role-playing: A technique that involves acting out different scenarios and perspectives related to the problem. This technique helps individuals and teams better understand the problem and develop empathy for the customer or stakeholders involved.

Unconventional techniques to consider

• SCAMPER (Substitute, Combine, Adapt, Modify, Put to another use, Eliminate, and Reverse) - This technique encourages people to think outside the box and consider unconventional ways to approach a problem.
• Design thinking - This problem-solving approach puts the customer's needs and experiences at the forefront. It involves empathizing with the customer, defining the problem, ideating potential solutions, prototyping, and testing to refine the solution.
• Lateral thinking - This problem-solving technique encourages people to approach problems from different angles and perspectives. It involves breaking down assumptions and challenging traditional thinking methods to arrive at unexpected solutions.

Consider all possible options, including unconventional ones, to find problem-solving techniques that address the current problem and prevent similar issues in the future.

4. Evaluate potential solutions

Once you have identified potential solutions, focus on the most feasible, impactful, and effective option. How do you sift through them?

Evaluating potential solutions involves analyzing the advantages and disadvantages of each option, considering the resources required, and assessing the potential impact on the organization or customers.

What are the most popular ways? Techniques such as cost-benefit analysis, risk analysis, and decision matrix can effectively help evaluate possible solutions.

5. Select the best solution

Techniques for selecting the best solution involve revisiting the evaluation criteria, weighing the advantages and disadvantages of each option, and selecting the option that best meets the requirements.

Additionally, you can seek customer feedback. Stakeholders can provide valuable insights into choosing the best solution to solve problems.

By choosing the best solution that aligns with the organization's goals, meets the customers' needs, and can be implemented using the available resources, you can address problems effectively and efficiently, leading to improved outcomes.

This translates into achieving organizational goals, meeting customer needs, enhancing customer satisfaction, increasing productivity, reducing costs, improving efficiency, effective communication, and more. 

6. Develop an action plan

Techniques for developing an action plan involve breaking down the solution into manageable tasks, setting clear timelines, assigning responsibilities, and identifying the resources required for implementation. Also, involve stakeholders in the action plan's development to get their support for the solution's success.

7. Implement the solution

After developing a detailed action plan, communicate it clearly and implement the solution effectively. This is likely one of the most desirable problem-solving skills.

To do so, allocate resources, assign responsibilities, and ensure all stakeholders understand their roles. Additionally, monitoring progress and addressing any issues that appear during the implementation can ensure the solution is implemented successfully.

8. Monitor and evaluate progress

Collecting and analyzing data is vital to assess the solution's effectiveness and determine if any adjustments are needed. This process involves regularly tracking key performance indicators and using customer and stakeholder feedback.

The latter offers valuable insights that help pinpoint opportunities for enhancement and make informed decisions.

By monitoring progress and evaluating results, individuals and organizations can ensure the implemented solution is efficient and sustainable over the long term.

This step also provides an opportunity to learn from experience and adjust as needed to achieve continuous improvement.

9. Learn from experience

The knowledge gathered throughout the process is key to learning from mistakes. It's also vital to reflect on the problem-solving process and identify what worked well and could be improved.

By analyzing the process, identifying areas for improvement, and implementing changes, you ensure that future problem-solving efforts are more effective.

Documenting the problem-solving process can also provide a reference for future efforts that individuals and organizations will face.

10. Standardize and sustain

If you've already collected the champagne corks and are sweeping up the last bits of confetti, it's worth remembering one last step.

To ensure that the problem does not reoccur and that the solution becomes standard practice for the organization, establish a standardized approach and maintain it over the long term.

The organization should document a working solution and create a standard operating procedure (SOP) outlining the necessary steps to establish the action key.

By doing so, every organization member will have a clear understanding of the required steps and how to execute them.

To sustain the solution, the organization should continue to monitor progress and evaluate results over time. This helps identify potential issues or areas for improvement and ensures that the solution remains effective over the long term.

In the ideal scenario, the organization should also provide ongoing training and support to ensure everyone is well-equipped with the problem-solving skills and knowledge to implement "the cure."

Practical problem-solving is an ongoing continuous improvement process, and remember that the problem may reoccur in the future.

Don’t strive for the perfect solution from the start, and embrace the issues that come along the way since they provide valuable learning opportunities.

Instead, maintain an attitude of perseverance and focus on finding solutions to new challenges as they arise, which can help you save time and reduce stress.

By adopting this mindset, you'll be better equipped to tackle any problem that comes your way. Good luck with your problem-solving endeavors!

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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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Brain Power

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

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] .

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] .

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.

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Building future workplaces

5 Simple Steps to Effective Problem Solving

The ability to solve problems is a crucial skill in the modern workplace. It can make the difference between success and failure, and it can help you navigate the complexities of a fast-paced environment. But what exactly is effective problem solving? And how can you develop the skills needed to solve problems efficiently and effectively?

Effective problem solving involves several key steps that can help you identify the root cause of a problem, develop a plan of action, and implement that plan to achieve a successful outcome . Here are five simple steps you can take to develop your problem-solving skills and tackle any challenge that comes your way in the workplace.

Introduction

Have you ever found yourself in a situation where you’re faced with a workplace problem, and you’re not sure where to start? Whether it’s a customer complaint, a team conflict, or a project delay, it’s essential to address it promptly to maintain productivity and morale. In this article, we’ll provide practical steps that can help you effectively solve problems at your workplace.

Step 1: Define the Problem

The first step in effective problem solving is to define the problem clearly. Take the time to analyze the issue and gather as much information as possible. It’s crucial to identify the cause of the problem and its impact on your team or organization. For example, if a team member is underperforming, it’s essential to understand the root cause of the issue and how it’s affecting the team’s productivity. Is it a lack of training, motivation, or resources? Are there external factors, such as personal issues or workload, that are affecting their performance?

Once you have a clear understanding of the problem, you can begin to develop a plan of action to address it. It’s important to involve all stakeholders in this process, including those who are directly affected by the problem, to ensure that you have a complete picture of the situation. Involving others in the process can also help you gain different perspectives and insights, which can be valuable in developing an effective solution.

Step 2: Brainstorm Possible Solutions

After identifying the problem, the next step is to brainstorm possible solutions. It’s important to be creative and come up with as many solutions as possible, even if they seem unrealistic or impractical. Brainstorming can be done individually or in a group setting, where team members can bounce ideas off each other. In a group setting, it’s important to create an open and safe environment where everyone feels comfortable sharing their ideas. Remember to focus on generating ideas, without evaluating or criticizing them during the brainstorming session.

Once you have a list of possible solutions, evaluate each one based on their feasibility, potential impact, and costs. It’s important to consider the pros and cons of each solution before selecting the most appropriate one. Keep in mind that the solution may not be perfect, but it should be the best one available given the resources and constraints. By considering different options, you can increase the chances of finding an effective solution that addresses the problem.

Step 3: Evaluate the Solutions

When evaluating the solutions, it’s important to keep an open mind and consider different perspectives. Seek feedback from other team members or colleagues who may have a different point of view. It’s also important to consider the long-term effects of each solution, rather than just the immediate impact. For instance, while changing the project scope may seem like a quick fix to a delayed project, it could cause further delays or even impact the project’s success in the long run.

During the evaluation process, it’s essential to prioritize solutions based on their impact on the problem and their feasibility. Consider the resources, time, and effort required to implement each solution. Some solutions may be quick fixes that can be implemented immediately, while others may require more planning and preparation. It’s important to choose a solution that addresses the problem effectively while also being feasible to implement within the given resources and timeframe.

It’s also important to remember that not all solutions may work as expected. Be prepared to modify or pivot to a different solution if the initial solution does not yield the desired results. Additionally, ensure that the chosen solution aligns with the company’s policies and values and does not violate any ethical standards.

Step 4: Implement the Solution

Implementing the chosen solution requires careful planning and execution. The team needs to work together to ensure that the solution is implemented smoothly and efficiently. The plan should include a timeline, specific tasks, and deadlines. Assigning roles and responsibilities to each team member is crucial to ensure that everyone understands their role in the implementation process.

Effective communication is also essential during the implementation phase. The team should communicate regularly to discuss progress, identify any obstacles, and adjust the plan if necessary. For example, if the team decides to implement a new customer service strategy, they should train the customer service team, provide them with the necessary tools, and communicate the new strategy to customers.

It’s also important to track the progress of the implementation to ensure that everything is on track. Regular check-ins can help identify any problems early on and provide an opportunity to address them before they become bigger issues.

Step 5: Monitor and Adjust

Monitoring and adjusting the solution is crucial in ensuring that the problem is fully resolved. It’s essential to track the progress of the solution and evaluate its effectiveness. If the solution is not working as planned, it’s important to adjust it accordingly. This step requires flexibility and open communication among team members.

For example, if the team decided to adjust the project timeline, they should monitor the progress regularly and make adjustments if necessary. They should also communicate any changes to the stakeholders involved in the project. If the new timeline is not working, the team should be open to making further adjustments, such as revising the project scope or adding more resources.

Feedback plays a vital role in this step. It’s important to gather feedback from team members and stakeholders to ensure that the solution is meeting their needs. Feedback can also help identify any potential issues that may arise and allow the team to address them promptly.

Learning from mistakes is also an important aspect of effective problem solving. Every problem presents an opportunity to learn and grow. By reflecting on the process and the outcome, team members can identify areas for improvement and apply them in future problem-solving situations.

So, there you have it – a five-step process to solve any workplace problem like a pro! Whether it’s a pesky customer complaint, a tricky team conflict, or a stubborn project delay, you can tackle it with ease.

Remember, the first step is to define the problem – analyze it, gather information, and understand the root cause. Next, brainstorm possible solutions, even if they seem unrealistic or impractical. Get creative and come up with as many solutions as possible!

After that, evaluate the solutions by identifying their pros and cons, and choose the one that’s most feasible and practical. Make sure to consider the potential risks and benefits of each solution. Then, it’s time to implement the most practical solution. Develop a plan, communicate it to everyone involved, and assign roles and responsibilities.

Last but not least, monitor the progress and adjust the solution if necessary. Keep track of the progress and be open to feedback. Remember, learning from your mistakes is the key to success!

So, the next time you face a workplace problem, take a deep breath and follow these simple steps. You’ll be able to find a solution that works for everyone and become a valuable asset to your team or organization. With effective problem solving skills, you can maintain productivity, boost morale, and achieve success!

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10 Best Ways to Become a Problem-Solver (Tips & Strategies)

Do you want to be a better problem-solver? Explore the skills you need to become more effective and confident at improving things for the better.

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Are you human? Then you face problems every day! 

Whether you’re trying to figure out where to go to lunch with a group of friends who have varying dietary issues, or you can’t figure out why your customer management system at work keeps shutting down, your problems throughout your life will range from major to minor, and everything in between.

Do you want to be a better problem solver? It’s not too late to gain the skills you need to become more effective and confident at improving things for the better.

In this article, we’ll look at problem-solving, its importance, and ten tips and strategies to become a better problem-solver. 

What is Problem-Solving? (Definition)

Problem-solving is the process of breaking down challenges to find solutions. Typically it is a four-stage process of 1) identifying an issue, 2) establishing a plan, 3) executing the plan, and 4) finding a resolution. However, problem-solving can begin before a problem even occurs. For example, crisis management includes pre-planning for situations that could arise. 

What is the Importance of Problem-Solving? (Examples)

Problem-solving is important because it allows people to evaluate a problem, seek greater understanding, develop execution plans, overcome obstacles, and ultimately find a resolution. 

Those resolutions lead to many benefits, including:

• Fixing what’s broken
• Improving performance
• Increasing productivity
• Building confidence
• Avoiding risk

Here are some examples of common problems.

In the workplace: One familiar workplace problem leaders deal with is the lack of employee engagement . With good problem-solving skills, you can determine the root cause, where there may be a lack of understanding, the steps required to improve engagement, and how to get others involved in solving the issue. 

In a crisis: One crisis situation you might find yourself in is discovering your significant other has just been in a car accident. With good problem-solving skills, you can quickly assess the situation and identify steps to contact authorities, get them to a hospital within their insurance network, and sort out the insurance details while also balancing what to do about the family details at home.

In everyday life: An everyday life problem you might deal with is what you’re having for dinner! (Depending on your household, this can sometimes turn into a crisis, right?!) With good problem-solving skills, you can assess what you have on hand already, how much time you have, what others might prefer, who’s cooking, when you’ll eat, and make a decision. 

What Are the Characteristics of a Good Problem Solver?

The characteristics and qualities of a good problem solver include the ability to understand the issue, rally others together, and empower appropriate players to execute a solution. 

To do this well, problem solvers often have a knack for these skills:

• Identifying risk and opportunity
• Communicating clearly
• Listening well
• Emotional Intelligence
• Planning ahead
• Recognizing individuals’ strengths
• Accountability and discipline
• Collaborating with others
• Thinking objectively
• Getting creative
• Making smart decisions

Let’s look at how good problem solvers put these skills into action!

10 Tips and Strategies to Become a Better Problem Solver

Get clear about what the problem is.

If the problem you’re trying to solve involves multiple people—and most likely it does—it’s important to get clear about what the problem is before you start trying to solve it. People often go around in circles trying to solve a problem until they realize they weren’t on the same page from the start. It’s a time-waster!

To clarify the problem, start with clarifying questions:

• What is your perspective on the problem we’re trying to solve?
• What is your perspective on how we got here?
• What do you perceive that I’m thinking about the issue?
• What are your motives for solving the problem?

After you get clarity, you may discover multiple problems on the table. If you come to this realization, solve one of them at a time.

 Identify what needs to happen

Once you’re clear about the problem, start identifying your next steps and the goal to solve the problem. To do this, you’ll want to identify your ideal outcome and the method to reach that outcome.

For example, your problem, outcome, and method might look something like this:

Problem: Our sales team is upset that they don’t get enough sales leads from marketing.

Ideal outcome: Our marketing system and process generates enough leads to increase sales over the next year.

Method: Analyze what’s not working in the current system and reorganize or implement a new lead-generating system.

To help you set better goals as you solve problems, check out this helpful resource:

How To Set Better Goals Using Science

Do you set the same goals over and over again? If you’re not achieving your goals – it’s not your fault! Let me show you the science-based goal-setting framework to help you achieve your biggest goals.

Ask open-ended questions 

Often, there needs to be more clarity and communication at the root of many problems. To identify where something went wrong and how to solve it, gather data with questions for everyone involved. Try keeping your questions open-ended to avoid the risk of sounding accusatory with closed-ended, yes or no questions. Allow people to process and explain how they understand the issue. 

Some open-ended questions you can ask to start solving a problem include:

• What is your perspective on what happened?
• What is your perspective on this issue? 
• Where do you think this problem stems from?
• What do you think would help solve this problem?
• What feels unclear about the problem?
• What do you think is misunderstood by others?
• What story might you be telling yourself regarding this problem?

Bonus Tip: If you’re a leader, it is especially important not to limit your questions to fellow senior leaders, especially if the problem affects the organization or a wider group. Ask questions at all levels.  

Often, in hierarchically structured organizations, the employees working in the everyday processes know the issues but may feel unsure about how to bring them up. Ask! But be sure not to shoot the messenger; reward them for their feedback and support. 

Avoid the knee-jerk reaction

When you’re presented with a problem, it’s best to take a beat to assess the situation before you react. That is unless you’re facing a life-threatening situation like a house fire, physical attack, or baseball heading straight for your head. For the sake of this article, we’ll stick to solving general problems, not life-threatening problems. 

Common knee-jerk reactions include:

• Putting the blame on someone else
• Getting defensive 
• Jumping to conclusions
• Baseless anger
• Making regrettable decisions

To avoid reacting or making a decision you’ll regret later, try a centering activity like:

• Taking deep breaths
• Taking a walk to clear your head and get your blood moving
• Analyzing your initial reactions 
• Writing down what you know, don’t know, and what might be confusing

Think and plan proactively

No one is immune to problems. As much as you can, plan for potential problems down the road, even if you don’t think they’ll happen. You never know! 

Generally, we like to think positively, but in this case, the question, “What’s the worst that can happen?” can help you prepare for all kinds of situations. This is where lessons from crisis management are beneficial in your problem-solving process. 

In the readiness stage of crisis management, you’ll want to:

• Identify potential threats. What could make things harder?
• Identify weaknesses. If something were to happen, do we have the ability to face it?
• Plan your response to various scenarios. If this…then that…
• Set up your communication channels. If something happens, X is in charge of communicating X through X. 

Stay open to feedback and ideas

When you’re presented with a problem, your initial reaction may be to want to solve it as quickly as possible so that you can move past it and move on. However, when you get reactive to problems, you will more likely end up with bandaid solutions and even more issues down the road. Give yourself time to stay open to feedback and ideas as you investigate solutions.

To remain open, prime your brain to think objectively and creatively. There may be solutions in places you haven’t considered, even outside your industry or network.

• Ask for perspectives from people outside of your team. For example, maybe someone in IT has an idea for an issue you’re dealing with in HR.
• Expose yourself to authors and leaders facing similar issues. What kind of things do they do to solve similar issues?
• Expose yourself to authors and leaders facing different issues. Often, thinking through how someone else solved a problem in a situation entirely outside yours helps you see things from a new perspective.

Fun Bonus Tip: Ask a child what they would do! You might hear an outside-of-the-box idea you would never have come up with on your own. And while you may not use their idea, it could help get your juices flowing to come up with a solution!

Identify the best players to solve the problem

Not all problems need to be solved by the leader. One of the most empowering things a leader can do is provide resources and space to allow people with the strengths and skills to do what needs to be done. 

To identify the best players to solve the problem, ask yourself and others these questions:

• What skills and strengths are needed to solve the problem?
• Who on our team best fits those skill sets and strengths? 
• If the skills and strengths are outside the team, where can we outsource talent?
• How can we collaborate and complement each other’s strengths?
• What resources are needed to help solve the problem?
• What must we learn more about to solve this problem well?

Create execution plans

Once you’ve identified the problem, figured out what needs to happen, and determined the best players to solve the problem, it’s time to create the execution plan and get started. 

If you’re the leader, and you’ve determined who the best players are to solve the problem, it’s best to delegate the execution and resource them well. Micromanagement in this stage may create a whole new set of problems!

Chris McChesney identifies four disciplines of execution 1 https://pages.franklincovey.com/4d-landing-pages-execute-goals-create-breakthrough-results-guide-nw.html which include:

• Focus on the wildly important goal. What is the most important thing that must be achieved to solve the problem?
• Act on lead measures. What are the tasks and activities that will drive results?
• Keep a compelling scoreboard. What will determine whether we are moving closer to our goal?
• Create a cadence of accountability. How will we report, review, and plan for ongoing success?

Lead courageously and humbly

One thing that separates a good problem solver from an average one is that a good problem solver doesn’t ignore, run away from, deflect, or deny the problem exists. They face it head-on with humility and curiosity. You can do just that whether or not you have a leadership title.

“A leader is anyone who takes responsibility for finding the potential in people and processes and has the courage to develop that potential. Leadership is not about titles or the corner office. It’s about the willingness to step up, put yourself out there, and lean into courage.” –Brené Brown, Ph.D., MSW.

In Brené Brown’s book, Dare to Lead , she identifies four leadership skill sets of daring leaders:

• Rumbling with vulnerability: A willingness to be all in, even in the face of uncertainty
• Living into our values: Walking the talk about what we believe
• Braving trust: Being someone who has boundaries, is reliable and accountable, is a safe space to share things with, has integrity, and is non-judgmental and generous
• Learning to rise: Getting curious about what you feel and why

Are you a courageous leader? Take Brené Brown’s Daring Leadership Assessment .

Train for the future

To be human is to have problems occasionally. But equipping yourself with problem-solving skills will make you far better off when they arise. Be good to your future self and train yourself to be ready with helpful resources and books, including:

• The 4 Disciplines of Execution
• Fixed: How to Perfect the Fine Art of Problem Solving
• Upstream: The Quest to Solve Problems Before They Happen
• Problem-Solving 101: A Simple Book for Smart People

Problem-Solving Takeaways

In summary, take note of these tips to become a better problem solver:

• Avoid the knee-jerk reaction. Take a moment before you jump to conclusions.
• Ask open-ended questions. Gather data and perspectives from everyone involved.
• Think and plan proactively. Apply crisis management principles to plan ahead.
• Stay open to feedback and ideas. Listen to different perspectives to think creatively.
• Get clear about what the problem is. Ask clarifying questions to identify the issue.
• Identify what needs to happen. Determine the ideal outcome or end goal.
• Identify the best players to solve the problem. Empower those who can make it happen.
• Create execution plans. A plan of action should be as clear as possible.
• Lead courageously and humbly. Don’t be afraid to face problems head-on.
• Train for the future. Get equipped to become a better problem solver.

For more support to become a better problem solver, check out our article How to Master Strategic Thinking Skills in 7 Simple Steps .

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How to Improve Problem Solving Skills [10 Ways]

While it might seem like some people are just born with stronger problem-solving skills, there are strategies that anyone can use to improve them.

That’s right, it’s possible to significantly enhance your abilities in this area — and the best part is, most of these activities are also pretty fun!

What Are Problem Solving Skills?

Before we get to the engaging activities, let’s refine our understanding of problem-solving skills, which are any techniques that help you consistently:

• Understand the causes of problems
• Overcome short-term crises
• Create strategies to solve longer-term problems
• Turn problems into opportunities

What Problem Solving Skills Should I Have?

You’ll be able to solve problems in your role better as you grow in your industry-specific knowledge. But there are also a few universal problem solving skills we all need:

• Defining the Problem: Deeply understanding a problem through research , leading to better solutions. Research can include interviewing, reading books and emails, analyzing financial data, searching your organization’s intranet, and organizing your findings.
• Brainstorming: Creating a myriad of new solutions quickly. In group brainstorms, allow everyone to state ideas. Appreciate all input, and avoid criticism. Then, organize solutions into groups around common themes.
• Analyzing: Using disciplined thought processes to evaluate each possible solution. Besides listing their costs and benefits, you might apply deductive reasoning, game theory, and the rules of logic (including fallacies) to them.
• Managing Risk: Anticipating and trying to avoid the downsides of key solutions. Your team can list potential risks, rate how likely each is, predict a date by which each might either happen or no longer be an issue, and devise ways to reduce those risks.
• Deciding: The ability to decide on a solution and move forward with it. After an appropriate amount of time, an analysis of possible solutions, and feedback from team members, a designated decider must choose and implement a solution.
• Managing Emotions: Applying emotional intelligence in order to improve your and your team members’ ability to think clearly. This requires you to recognize emotions in yourself and others, manage feelings, and channel emotions into useful work.

10 Exciting Ways to Improve Problem Solving Skills

Use these ten creative ways to improve problem solving skills, develop more strategic ways of thinking , and train your brain to do more.

1. Dance Your Heart Out

Did you know that dancing has a positive impact on neural processing, possibly developing new neural pathways to go around dopamine-depleted blockages in the brain?

This means that if you engage in ballet or another form of structured dance, doing so may facilitate convergent thinking . In other words, it may help you find a single, appropriate answer to a problem. If you need help with divergent thinking (finding multiple answers to a problem), engaging in more improvised types of dance such as hip-hop or tap might just do the trick.

2. Work out Your Brain with Logic Puzzles or Games

The winning strategy when playing chess, Sudoku, a Rubik’s Cube, or other brain-boosting games is actually to work the problem backward, not forward. The same strategy can apply to realistic strategic-thinking situations.

To build up your brain muscle and develop new problem-solving techniques, practice some logic puzzles and other games .

3. Get a Good Night’s Sleep

More than any other sleeping or awake state, Rapid Eye Movement (REM) sleep directly enhances creative processing in the brain. REM sleep helps “stimulate associative networks, allowing the brain to make new and useful associations between unrelated ideas” and are “not due to selective memory enhancements” such as memory consolidation, which occurs when awake.

4. Work out to Some Tunes

A study of cardiac rehabilitation patients tested verbal fluency after exercising with and without music. Results showed that when they listened to music while working out, participants more than doubled their scores on verbal fluency tests in contrast to when they worked out in silence. According to the study’s lead author, “The combination of music and exercise may stimulate and increase cognitive arousal while helping to organize the cognitive output.”

Get Your Free Toolkit to Identify Your Strengths and Minimize Your Weaknesses. Click Here to Download Your Toolkit Today.

5. keep an “idea journal” with you, 6. participate in yoga.

The powerful combination of body awareness, breathing, and meditation that is required during yoga practice has been shown to significantly raise cognitive test scores. Other results from a University of Illinois study include shorter reaction times, more accuracy, and increased attention.

7. Eat Some Cheerios (And Then Think About It)

The Cheerios Effect is the name physicists have given to the event that happens when the last few cheerios in a bowl always cling to each other. The cause of this occurrence is surface tension.

The takeaway is that when it comes to experiencing tension while trying to solve a problem, cling to those around you. Rely on others’ experiences and ideas, even those from different career fields. Draw connections. Brainstorm. Work together to get the job done.

8. Use Mind Maps to Help Visualize the Problem

Mind Maps , a visual snapshot of a problem and its possible solutions, can help focus the mind, stimulate the brain, increase the capacity for creative thinking, and generate more ideas for solutions.

Make a Mind Map by drawing your problem as the central idea. Add “main branches” consisting of all the reasons for the problem. Use “sub-branches” to explore further details.

Next, make a separate Mind Map of all possible solutions to the central problem. Add “main branches” showing all the ways that your problem can be solved, such as colleagues that can help, techniques you can apply, and other resources you can use. Add “sub-branches” to further explore the details. Make a final branch with the most suitable solution for the main problem. Use “sub-branches” for details.

Through this exercise, you should be able to see which “branch” or option is the most practical, time-saving, and cost-effective problem solving method .

9. Create “Psychological Distance”

What is psychological distance? According to the construal level theory (CLT), it’s “anything that we do not experience as occurring now, here, and to ourselves.” Some examples include taking another person’s perspective or thinking of the problem as unlikely.

Scientists have shown that by increasing the mental distance between us and our problem, we’ll have an increase in creative solutions. This happens because thinking more abstractly helps us form unexpected connections between seemingly unrelated concepts, thus allowing our minds to increase its problem solving capacity.

10. Play Some Soccer

A link has been found between our brain’s “executive functions” and sports success . When in action, our brains are quickly multitasking between moving, anticipating, strategizing, reacting, and performing. Doing all these things at once requires an enormous amount of brain activity.

This can be related to our working world when we plan, reason, monitor our actions and problem solve all at once. Therefore, it may be concluded that when you play soccer or any other fast-moving sport, you’re rewiring your brain to be quicker at thinking, processing, and reacting to problems.

To learn more about how to develop your problem-solving and decision making capabilities or to receive training on applied strategic thinking skills , contact CMOE today!

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• Oct 13, 2019

10 Steps to Problem Solving for Engineers

Updated: Dec 6, 2020

With the official launch of the engineering book 10+1 Steps to Problem Solving: An Engineer's Guide it may be interesting to know that formalization of the concept began in episode 2 of the Engineering IRL Podcast back in July 2018.

As noted in the book remnants of the steps had existed throughout my career and in this episode I actually recorded the episode off the top of my head.

My goal was to help engineers build a practical approach to problem solving.

Have a listen.

Who can advise on the best approach to problem solving other than the professional problem solvers - Yes. I'm talking about being an Engineer.

There are 2 main trains of thought with Engineering work for non-engineers and that's trying to change the world with leading edge tech and innovations, or plain old boring math nerd type things.

Whilst, somewhat the case what this means is most content I read around Tech and Engineering are either super technical and (excruciatingly) detailed. OR really riff raff at the high level reveling at the possibilities of changing the world as we know it. And so what we end up with is a base (engineer only details) and the topping (media innovation coverage) but what about the meat? The contents?

There's a lot of beauty and interesting things there too. And what's the centrepiece? The common ground between all engineers? Problem solving.

The number one thing an Engineer does is problem solving. Now you may say, "hey, that's the same as my profession" - well this would be true for virtually every single profession on earth. This is not saying there isn't problem solving required in other professions. Some problems require very basic problem solving techniques such is used in every day life, but sometimes problems get more complicated, maybe they involve other parties, maybe its a specific quirk of the system in a specific scenario. One thing you learn in engineering is that not all problems are equal. These are

 The stages of problem solving like a pro:

Is the problem identified (no, really, are you actually asking the right question?)

Have you applied related troubleshooting step to above problem?

Have you applied basic troubleshooting steps (i.e. check if its plugged in, turned it on and off again, checked your basics)

Tried step 2 again? (Desperation seeps in, but check your bases)

Asked a colleague or someone else that may have dealt with your problem? (50/50 at this point)

Asked DR. Google (This is still ok)

Deployed RTFM protocol (Read the F***ing Manual - Engineers are notorious for not doing this)

Repeated tests, changing slight things, checking relation to time, or number of people, or location or environment (we are getting DEEP now)

Go to the bottom level, in networking this is packet sniffers to inspect packets, in systems this is taking systems apart and testing in isolation, in software this is checking if 1 equals 1, you are trying to prove basic human facts that everyone knows. If 1 is not equal to 1, you're in deep trouble.At this point you are at rebuild from scratch, re install, start again as your answer (extremely expensive, very rare)

And there you have it! Those are your levels of problem solving. As you go through each step, the more expensive the problem is. -- BUT WAIT. I picked something up along the way and this is where I typically thrive. Somewhere between problem solving step 8 and 10. 

The secret step

My recommendation at this point is to try tests that are seemingly unrelated to anything to do with the problem at all.Pull a random cable, test with a random system off/on, try it at a specific time of the day, try it specifically after restarting or replugging something in. Now, not completely random but within some sort of scope. These test are the ones that when someone is having a problem when you suggest they say "that shouldn't fix the problem, that shouldn't be related" and they are absolutely correct.But here's the thing -- at this stage they have already tried everything that SHOULD fix the problem. Now it's time for the hail mary's, the long shots, the clutching at straws. This method works wonders for many reasons. 1. You really are trying to try "anything" at this point.

2. Most of the time we may think we have problem solving step number 1 covered, but we really don't.

3. Triggering correlations.

This is important.

Triggering correlations

In a later post I will cover correlation vs causation, but for now understand that sometimes all you want to do is throw in new inputs to the system or problem you are solving in order to get clues or re identify problems or give new ways to approach earlier problem solving steps. There you have it. Problem solve like a ninja. Approach that extremely experienced and smart person what their problem and as they describe all the things they've tried, throw in a random thing they haven't tried. And when they say, well that shouldn't fix it, you ask them, well if you've exhausted everything that should  have worked, this is the time to try things that shouldn't. Either they will think of more tests they haven't considered so as to avoid doing your preposterous idea OR they try it and get a new clue to their problem. Heck, at worst they confirm that they do know SOMETHING about the system.

Go out and problem solve ! As always, thanks for reading and good luck with all of your side hustles.

If you prefer to listen to learn we got you covered with the Engineering IRL show!

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How to Solve Laptop Hanging Problem Windows 10: Step-by-Step Guide

If your laptop running Windows 10 is hanging, it can be incredibly frustrating. This guide will help you troubleshoot and fix the issue, making your laptop run smoothly. By following these steps, you’ll be able to identify the cause and implement a solution to stop your laptop from freezing.

How to Solve Laptop Hanging Problem Windows 10

In this section, you’ll learn how to address the hanging problem on your Windows 10 laptop. Each step will guide you through identifying and fixing the possible causes of the issue.

Step 1: Restart Your Laptop

Restarting your laptop can resolve temporary software glitches.

Sometimes, a simple restart can fix random issues that cause your laptop to hang. It clears the RAM and closes unwanted programs running in the background.

Step 2: Update Windows 10

Check for and install any pending Windows updates.

Windows updates often include fixes for bugs that may cause your laptop to hang. Go to Settings > Update & Security > Windows Update and check for updates.

Step 3: Update Drivers

Ensure all your drivers are up to date.

Outdated drivers can cause compatibility issues, leading to a hanging laptop. Use Device Manager to check for driver updates or visit the manufacturer’s website.

Step 4: Scan for Malware

Run a full scan with your antivirus software.

Malware can slow down or freeze your laptop. Make sure to use a reliable antivirus program and perform a complete system scan to detect and remove any threats.

Step 5: Disable Startup Programs

Turn off unnecessary programs that run at startup.

Too many startup programs can clog your system. Open Task Manager, go to the Startup tab, and disable programs that you don’t need to start automatically.

Step 6: Check for Low Disk Space

Make sure you have enough free space on your hard drive.

Low disk space can cause your laptop to hang. Check your disk space and delete unnecessary files or move them to an external drive.

Step 7: Run Disk Cleanup

Use Disk Cleanup to remove temporary files and system caches.

Disk Cleanup will help you free up space and might solve the hanging problem. Search for Disk Cleanup in the Start menu and follow the on-screen instructions.

Step 8: Adjust Power Settings

Change your power settings to high performance.

Power settings can impact your laptop’s performance. Go to Control Panel > Hardware and Sound > Power Options and select High Performance.

Step 9: Check for Hardware Issues

Make sure all hardware components are functioning properly.

Hardware issues, like a failing hard drive or faulty RAM, can cause your laptop to hang. You might need professional help to diagnose and fix hardware problems.

After completing these steps, your laptop should run more smoothly, with fewer hangs and freezes. You’ll notice an improvement in overall performance and reliability.

Tips for Solving Laptop Hanging Problem Windows 10

• Regularly Update Software: Keep your operating system and software up to date to prevent compatibility issues.
• Clean Your Laptop: Dust and dirt can cause overheating, leading to performance issues. Clean your laptop periodically.
• Use Task Manager: Check Task Manager regularly to monitor CPU and RAM usage.
• Limit Background Processes: Close unnecessary background processes to free up system resources.
• Backup Data: Regularly back up your data to prevent data loss in case of hardware failure.

Frequently Asked Questions

Why is my windows 10 laptop hanging.

Your laptop could be hanging due to software glitches, outdated drivers, malware, or hardware issues.

How can I stop my laptop from hanging?

Follow the steps in this guide, including restarting your laptop, updating Windows, and scanning for malware.

Can low disk space cause my laptop to hang?

Yes, low disk space can cause performance issues, including hanging. Free up space to improve performance.

Should I disable startup programs?

Yes, disabling unnecessary startup programs can help improve your laptop’s performance.

How do I check for hardware issues?

You can use built-in tools like Device Manager or seek professional help to diagnose hardware problems.

• Restart Your Laptop
• Update Windows 10
• Update Drivers
• Scan for Malware
• Disable Startup Programs
• Check for Low Disk Space
• Run Disk Cleanup
• Adjust Power Settings
• Check for Hardware Issues

Nobody likes dealing with a hanging laptop, especially when important tasks are on the line. By following the steps outlined above, you can troubleshoot and fix the problem effectively. Remember, regular maintenance, such as updating software and drivers, scanning for malware, and cleaning your laptop, can go a long way in preventing future issues. Take these preventive measures seriously to ensure your laptop runs smoothly.

For further reading, explore resources on optimizing Windows 10 performance and maintaining your laptop’s health. If you find these steps overwhelming, don’t hesitate to seek professional help. After all, your productivity and peace of mind are worth it. Happy troubleshooting!

Kermit Matthews is a freelance writer based in Philadelphia, Pennsylvania with more than a decade of experience writing technology guides. He has a Bachelor’s and Master’s degree in Computer Science and has spent much of his professional career in IT management.

He specializes in writing content about iPhones, Android devices, Microsoft Office, and many other popular applications and devices.

Read his full bio here .

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AI achieves silver-medal standard solving International Mathematical Olympiad problems

AlphaProof and AlphaGeometry teams

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Breakthrough models AlphaProof and AlphaGeometry 2 solve advanced reasoning problems in mathematics

Artificial general intelligence (AGI) with advanced mathematical reasoning has the potential to unlock new frontiers in science and technology.

We’ve made great progress building AI systems that help mathematicians discover new insights , novel algorithms and answers to open problems . But current AI systems still struggle with solving general math problems because of limitations in reasoning skills and training data.

Today, we present AlphaProof, a new reinforcement-learning based system for formal math reasoning, and AlphaGeometry 2, an improved version of our geometry-solving system . Together, these systems solved four out of six problems from this year’s International Mathematical Olympiad (IMO), achieving the same level as a silver medalist in the competition for the first time.

Breakthrough AI performance solving complex math problems

The IMO is the oldest, largest and most prestigious competition for young mathematicians, held annually since 1959.

Each year, elite pre-college mathematicians train, sometimes for thousands of hours, to solve six exceptionally difficult problems in algebra, combinatorics, geometry and number theory. Many of the winners of the Fields Medal , one of the highest honors for mathematicians, have represented their country at the IMO.

More recently, the annual IMO competition has also become widely recognised as a grand challenge in machine learning and an aspirational benchmark for measuring an AI system’s advanced mathematical reasoning capabilities.

This year, we applied our combined AI system to the competition problems, provided by the IMO organizers. Our solutions were scored according to the IMO’s point-awarding rules by prominent mathematicians Prof Sir Timothy Gowers , an IMO gold medalist and Fields Medal winner, and Dr Joseph Myers , a two-time IMO gold medalist and Chair of the IMO 2024 Problem Selection Committee.

“ The fact that the program can come up with a non-obvious construction like this is very impressive, and well beyond what I thought was state of the art.

Prof Sir Timothy Gowers, IMO gold medalist and Fields Medal winner

First, the problems were manually translated into formal mathematical language for our systems to understand. In the official competition, students submit answers in two sessions of 4.5 hours each. Our systems solved one problem within minutes and took up to three days to solve the others.

AlphaProof solved two algebra problems and one number theory problem by determining the answer and proving it was correct. This included the hardest problem in the competition, solved by only five contestants at this year’s IMO. AlphaGeometry 2 proved the geometry problem, while the two combinatorics problems remained unsolved.

Each of the six problems can earn seven points, with a total maximum of 42. Our system achieved a final score of 28 points, earning a perfect score on each problem solved — equivalent to the top end of the silver-medal category . This year, the gold-medal threshold starts at 29 points, and was achieved by 58 of 609 contestants at the official competition.

Graph showing performance of our AI system relative to human competitors at IMO 2024. We earned 28 out of 42 total points, achieving the same level as a silver medalist in the competition.

AlphaProof: a formal approach to reasoning

AlphaProof is a system that trains itself to prove mathematical statements in the formal language Lean . It couples a pre-trained language model with the AlphaZero reinforcement learning algorithm, which previously taught itself how to master the games of chess, shogi and Go.

Formal languages offer the critical advantage that proofs involving mathematical reasoning can be formally verified for correctness. Their use in machine learning has, however, previously been constrained by the very limited amount of human-written data available.

In contrast, natural language based approaches can hallucinate plausible but incorrect intermediate reasoning steps and solutions, despite having access to orders of magnitudes more data. We established a bridge between these two complementary spheres by fine-tuning a Gemini model to automatically translate natural language problem statements into formal statements, creating a large library of formal problems of varying difficulty.

When presented with a problem, AlphaProof generates solution candidates and then proves or disproves them by searching over possible proof steps in Lean. Each proof that was found and verified is used to reinforce AlphaProof’s language model, enhancing its ability to solve subsequent, more challenging problems.

We trained AlphaProof for the IMO by proving or disproving millions of problems, covering a wide range of difficulties and mathematical topic areas over a period of weeks leading up to the competition. The training loop was also applied during the contest, reinforcing proofs of self-generated variations of the contest problems until a full solution could be found.

Process infographic of AlphaProof’s reinforcement learning training loop: Around one million informal math problems are translated into a formal math language by a formalizer network. Then a solver network searches for proofs or disproofs of the problems, progressively training itself via the AlphaZero algorithm to solve more challenging problems.

A more competitive AlphaGeometry 2

AlphaGeometry 2 is a significantly improved version of AlphaGeometry . It’s a neuro-symbolic hybrid system in which the language model was based on Gemini and trained from scratch on an order of magnitude more synthetic data than its predecessor. This helped the model tackle much more challenging geometry problems, including problems about movements of objects and equations of angles, ratio or distances.

AlphaGeometry 2 employs a symbolic engine that is two orders of magnitude faster than its predecessor. When presented with a new problem, a novel knowledge-sharing mechanism is used to enable advanced combinations of different search trees to tackle more complex problems.

Before this year’s competition, AlphaGeometry 2 could solve 83% of all historical IMO geometry problems from the past 25 years, compared to the 53% rate achieved by its predecessor. For IMO 2024, AlphaGeometry 2 solved Problem 4 within 19 seconds after receiving its formalization.

Illustration of Problem 4, which asks to prove the sum of ∠KIL and ∠XPY equals 180°. AlphaGeometry 2 proposed to construct E, a point on the line BI so that ∠AEB = 90°. Point E helps give purpose to the midpoint L of AB, creating many pairs of similar triangles such as ABE ~ YBI and ALE ~ IPC needed to prove the conclusion.

New frontiers in mathematical reasoning

As part of our IMO work, we also experimented with a natural language reasoning system, built upon Gemini and our latest research to enable advanced problem-solving skills. This system doesn’t require the problems to be translated into a formal language and could be combined with other AI systems. We also tested this approach on this year’s IMO problems and the results showed great promise.

Our teams are continuing to explore multiple AI approaches for advancing mathematical reasoning and plan to release more technical details on AlphaProof soon.

We’re excited for a future in which mathematicians work with AI tools to explore hypotheses, try bold new approaches to solving long-standing problems and quickly complete time-consuming elements of proofs — and where AI systems like Gemini become more capable at math and broader reasoning.

MIT Technology Review

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Google DeepMind’s new AI systems can now solve complex math problems

AlphaProof and AlphaGeometry 2 are steps toward building systems that can reason, which could unlock exciting new capabilities.

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AI models can easily generate essays and other types of text. However, they’re nowhere near as good at solving math problems, which tend to involve logical reasoning—something that’s beyond the capabilities of most current AI systems.

But that may finally be changing. Google DeepMind says it has trained two specialized AI systems to solve complex math problems involving advanced reasoning. The systems—called AlphaProof and AlphaGeometry 2—worked together to successfully solve four out of six problems from this year’s International Mathematical Olympiad (IMO), a prestigious competition for high school students. They won the equivalent of a silver medal.

It’s the first time any AI system has ever achieved such a high success rate on these kinds of problems. “This is great progress in the field of machine learning and AI,” says Pushmeet Kohli, vice president of research at Google DeepMind, who worked on the project. “No such system has been developed until now which could solve problems at this success rate with this level of generality.” 

There are a few reasons math problems that involve advanced reasoning are difficult for AI systems to solve. These types of problems often require forming and drawing on abstractions. They also involve complex hierarchical planning, as well as setting subgoals, backtracking, and trying new paths. All these are challenging for AI. 

“It is often easier to train a model for mathematics if you have a way to check its answers (e.g., in a formal language), but there is comparatively less formal mathematics data online compared to free-form natural language (informal language),” says Katie Collins, an researcher at the University of Cambridge who specializes in math and AI but was not involved in the project. 

Bridging this gap was Google DeepMind’s goal in creating AlphaProof, a reinforcement-learning-based system that trains itself to prove mathematical statements in the formal programming language Lean. The key is a version of DeepMind’s Gemini AI that’s fine-tuned to automatically translate math problems phrased in natural, informal language into formal statements, which are easier for the AI to process. This created a large library of formal math problems with varying degrees of difficulty.

Automating the process of translating data into formal language is a big step forward for the math community, says Wenda Li, a lecturer in hybrid AI at the University of Edinburgh, who peer-reviewed the research but was not involved in the project. 

“We can have much greater confidence in the correctness of published results if they are able to formulate this proving system, and it can also become more collaborative,” he adds.

The Gemini model works alongside AlphaZero —the reinforcement-learning model that Google DeepMind trained to master games such as Go and chess—to prove or disprove millions of mathematical problems. The more problems it has successfully solved, the better AlphaProof has become at tackling problems of increasing complexity.

Although AlphaProof was trained to tackle problems across a wide range of mathematical topics, AlphaGeometry 2—an improved version of a system that Google DeepMind announced in January—was optimized to tackle problems relating to movements of objects and equations involving angles, ratios, and distances. Because it was trained on significantly more synthetic data than its predecessor, it was able to take on much more challenging geometry questions.

To test the systems’ capabilities, Google DeepMind researchers tasked them with solving the six problems given to humans competing in this year’s IMO and proving that the answers were correct. AlphaProof solved two algebra problems and one number theory problem, one of which was the competition’s hardest. AlphaGeometry 2 successfully solved a geometry question, but two questions on combinatorics (an area of math focused on counting and arranging objects) were left unsolved.   

“Generally, AlphaProof performs much better on algebra and number theory than combinatorics,” says Alex Davies, a research engineer on the AlphaProof team. “We are still working to understand why this is, which will hopefully lead us to improve the system.”

Two renowned mathematicians, Tim Gowers and Joseph Myers, checked the systems’ submissions. They awarded each of their four correct answers full marks (seven out of seven), giving the systems a total of 28 points out of a maximum of 42. A human participant earning this score would be awarded a silver medal and just miss out on gold, the threshold for which starts at 29 points. 

This is the first time any AI system has been able to achieve a medal-level performance on IMO questions. “As a mathematician, I find it very impressive, and a significant jump from what was previously possible,” Gowers said during a press conference. 

Myers agreed that the systems’ math answers represent a substantial advance over what AI could previously achieve. “It will be interesting to see how things scale and whether they can be made faster, and whether it can extend to other sorts of mathematics,” he said.

Creating AI systems that can solve more challenging mathematics problems could pave the way for exciting human-AI collaborations, helping mathematicians to both solve and invent new kinds of problems, says Collins. This in turn could help us learn more about how we humans tackle math.

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Deadpool & Wolverine Figured Out How to Solve Marvel's Big Multiverse Problem

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The multiverse saga needs a course correction, deadpool & wolverine thrives on the chaos of the multiverse, how the mcu can learn from deadpool & wolverine.

The following contains spoilers for Deadpool & Wolverine , which is now playing in theaters.

Deadpool & Wolverine is finally in theaters, delivering a fun-filled adventure through the multiverse that injects life into Marvel Studios' struggling franchise. The film follows Wade Wilson (Ryan Reynolds), a.k.a. Deadpool, as he struggles to find purpose after hitting a rut in his personal life. When he learns that his universe is doomed to be destroyed after the death of its anchor being, Wolverine (Hugh Jackman), Deadpool finds a new Wolverine variant in hopes of saving everyone he loves. However, the two heroes find themselves stranded in the Void at the end of time, where they encounter threats and allies from various worlds in the Marvel Multiverse.

Deadpool & Wolverine is a game-changer for the MCU , showing audiences that the Multiverse Saga can still be a viable storyline despite several misses in recent years. During the Infinity Saga, the Marvel Cinematic Universe was undoubtedly the top Hollywood franchise of its time and, while it remains such for now, the franchise has been waning in its post- Endgame years. Many viewers haven't found the Multiverse Saga compelling so far, leaving hardcore fans to wonder if the storyline was a lost cause to begin with. Deadpool & Wolverine , however, proves that the Multiverse Saga can still be as popular as its predecessor if the MCU takes the proper lessons from the film's massive success.

This Deadpool & Wolverine Cameo Is Way More Meta Than Most Fans Realize

Deadpool & Wolverine includes one major cameo that capitalizes on behind-the-scenes difficulties on the set of an infamous 2004 Marvel movie.

The MCU needs to change up the Multiverse Saga if it is ever going to become more appealing to fans. The storyline has struggled to make an impact in the same way that the Infinity Saga did. This is in part because of the complications that come with multiversal storytelling, which inherently lowers the stakes and can easily become too complex for viewers to understand. While not a total failure, the reaction to Doctor Strange in the Multiverse of Madness demonstrated that the MCU's current direction wasn't aligned with what fans wanted to see in the franchise. As one of the best looks at the multiverse yet, this should concern Marvel Studios. Moreover, the abject box office failure of Ant-Man and the Wasp: Quantumania shook the studio to its core. While not heavily reliant on the multiverse, Quantumania introduced Kang the Conqueror, who was initially set up as the main villain of the Multiverse Saga. When fans rejected the film, Marvel was left with an unavoidable truth: the Multiverse Saga was failing .

The Multiverse Saga isn't completely lost , however, as the success of certain other films and series shows. Aside from Multiverse of Madness and Quantumania , most of the MCU's multiverse-centered projects have been successful. Both seasons of the Disney+ series Loki were remarkably well-received, as was Spider-Man: No Way Home . While outside the MCU, the Spider-Verse franchise has also been a massive hit, both critically and commercially. The success of these projects shows that it isn't the multiverse that fans don't like, but rather the specific direction of the Multiverse Saga's storyline so far . The exposition-heavy slogs that push the story forward have been the less successful entries in Phases 4 and 5, while the projects that choose to have some fun with the multiverse have been remarkably well-received. Therefore, the MCU doesn't need to ditch the multiverse storyline but rather approach it differently.

The MCU's Big Doomsday Shocker Is Far Better Than the Alternative

Robert Downey Jr. is officially coming back to the MCU as Doctor Doom in Avengers: Doomsday--and its way better than resurrecting Iron Man.

From Deadpool & Wolverine 's crazy cameos to its hilarious journeys to alternate realities, the film embraces the full chaos of the multiverse in a way that no other MCU project has. An inherently chaotic character, Deadpool approaches the multiverse in such a way that only he can, thriving on the sheer chaos inherent in such a storyline. Other Marvel projects have tried too hard to lay down strict rules and standards for how the multiverse works, but the result has typically been an overly complicated mess that still leaves audiences confused as to how alternate realities work. Worse, the more Marvel tries to explain its logic, the more audiences can poke holes in it, picking out various inconsistencies and mistakes.

Deadpool ditches the logic and reasoning of the multiverse, exchanging all the rules for a good time. The film does establish a few important rules that it plays by, but it doesn't concern itself with an overburdened explanation of the ins and outs of the multiverse. Moreover, the film shows audiences all that is possible with a multiverse storyline, bringing back some fan-favorite characters and introducing some characters who never got the chance to appear on the big screen, including Channing Tatum's Gambit . The multiverse is chaotic and, rather than trying to organize it, Deadpool & Wolverine lean into the chaos, resulting in a far more fun adventure overall.

Where Will X-23 Appear Next In the MCU?

Deadpool & Wolverine brings Dafne Keen's Laura, a.k.a. X-23, to the Marvel Cinematic Universe for the first time, but can she ever appear again?

Moving forward, the MCU should strive to embrace the chaos of its multiverse , just as Deadpool & Wolverine did. Not everything needs a long, drawn-out explanation, nor does everything even have to make sense. Rules need to be established, but only far enough that the audience can follow the story at hand. Something as simple as establishing an anchor raises the stakes enough that audiences understand the stakes without any further explanation necessary. Audiences will still have questions, just as they still have questions after Deadpool & Wolverine . However, the fanbase can take answering these questions into their own hands, developing theories to define the rules of the Marvel Multiverse without having them shoved down their throats through tedious exposition. The Marvel Multiverse Saga isn't lost but merely needs a new direction, one that isn't so concerned with where it's going but more about the fun to be had along the way.

Deadpool & Wolverine doesn't single-handedly save the Multiverse Saga, but it does take the first steps in restoring the MCU to its former glory. By embracing the utter chaos of the multiverse, Marvel can deliver another great saga, culminating in the highly-anticipated two-part event, Avengers: Doomsday and Avengers: Secret Wars .

Deadpool & Wolverine

Wolverine joins the "merc with a mouth" in the third installment of the Deadpool film franchise.

• INNOVATION FESTIVAL
• Capital One

08-03-2024 IMPACT

How an offshore electric power grid could solve the transmission lines problem and cut costs

Energy researchers believe coordinated offshore transmission is important for the industry to succeed at scale.

[Photo: Getty Images]

BY  The Conversation 5 minute read

Strong offshore winds have the potential to supply coastlines with massive, consistent flows of clean electricity . One study estimates offshore wind farms could meet 11 times the projected global electricity demand in 2040.

The U.S. East Coast is an ideal location to capture this power, but there’s a problem: getting electricity from ocean wind farms to the cities and towns that need it.

While everyone wants reliable electricity in their homes and businesses, few support the construction of the transmission lines necessary to get it there. This has always been a problem, both in the U.S. and internationally , but it is becoming an even bigger challenge as countries speed toward net-zero carbon energy systems that will use more electricity.

The U.S. Department of Energy and 10 states in the Northeast States Collaborative on Interregional Transmission are working on a potentially transformative solution: plans for an offshore electric power grid .

At the core of this grid would be backbone transmission lines off the East Coast, from North Carolina to Maine, where dozens of offshore wind projects are already in the pipeline.

The plans envision it supporting at least 85 gigawatts of offshore wind power by 2050—close to the U.S. goal of 110 gigawatts of installed wind power by midcentury, enough to power 40 million homes and up from 0.2 gigawatts today. The Department of Energy and the Northeast States Collaborative formalized their goals in July 2024 through a multistate memorandum of understanding .

Emerging research from the Department of Energy , the research company Brattle , and other groups suggests that an offshore electric power grid could mitigate key challenges to building new transmission lines on land and reduce the costs of offshore wind power.

Cutting costs would be welcome news—offshore wind project costs rose as much as 50% from 2021 to 2023. While some of the underlying causes have subsided, such as inflation and global supply chain disruptions , interest rates remain high , and the industry is still trying to find its footing in the U.S.

What is an offshore electric power grid?

Today’s offshore wind projects use a point-to-point, or radial design , where each offshore wind farm is individually connected to the onshore grid.

This method works if a region has only a few projects, but it quickly becomes more expensive due to the cabling and other infrastructure. Its lines are also disruptive to communities and marine life. And it requires more costly onshore grid upgrades.

Coordinated offshore transmission can avoid many of those costs with what the Department of Energy calls “meshed” or “backbone” designs .

Rather than individual connections to land, many offshore wind farms would be connected to a shared transmission line, which would connect to the onshore grid through strategically placed “points of interconnection.” This way, electricity produced by an offshore wind farm would be transmitted to where it is most needed, up and down the East Coast.

Even better, electricity generated onshore could also be transmitted through these shared lines to move energy to where it is needed. This could improve the resilience of power grids and reduce the need for new transmission lines over land, which have been notoriously difficult to gain approval for , especially on the East Coast .

Coordinated offshore transmission was part of early U.S. discussions on offshore wind planning and development. In the late 2000s when Google and partners first proposed the Atlantic Wind Connection, an offshore transmission project , the benefits in both offshore renewables and the entire energy system were intriguing. At the time, the U.S. had just one utility-scale offshore wind project in the pipeline, and it ultimately failed .

Today, the U.S. has 53 gigawatts of offshore wind projects being planned or developed. As energy researchers , we believe coordinated offshore transmission is important for the industry to succeed at scale.

Offshore grid could save money, reduce impacts

By enabling power from offshore wind farms and onshore electricity generators to travel to more places, coordinated transmission can enhance grid reliability and enable electricity to get to where it is most needed. This reduces the need for more expensive and often more polluting power plants.

A 2024 report from the National Renewable Energy Lab found the benefits of a coordinated design are nearly three times higher than the costs when compared with a standard point-to-point design.

Studies from Europe , the U.K. , and Brattle have pointed to additional benefits, including reducing planet-warming carbon emissions, cutting the number of beach crossings by a third and reducing the miles of transmission cables needed by 35% to 60%.

In the U.S., offshore transmission lines would be almost entirely in federal waters, potentially avoiding many of the conflicts associated with onshore projects, though it would still face challenges.

Challenges and next steps

Building an offshore grid will require some important changes.

First is changing government incentives. The federal investment tax credit for offshore wind, which covers at least 30% of the upfront capital cost of a project, does not currently help pay for coordinated transmission designs.

Second, planning needs to take everyone’s concerns into account from the beginning. While the overall benefits of coordinated transmission designs outweigh overall costs , who receives the benefits and who bears the costs matters. For example, more expensive power generators could earn less, and some communities feel threatened by offshore development .

Third, greater coordination will be needed among everyone involved to dispatch power to and from the regional grids. The Federal Energy Regulatory Commission’s recent Order 1920 , requiring power providers to plan for future needs, may serve as a blueprint, but it does not apply to interregional projects, such as an offshore transmission backbone connecting more than a dozen states across three regions.

The U.S. reached an important milestone in March 2024 with the completion of South Fork Wind, the country’s first utility-scale wind farm , bringing U.S. offshore wind power capacity to nearly 200 megawatts. Eight more projects are under construction or approved for construction. Once built, they would bring installed capacity to over 13 gigawatts , roughly the same as three dozen coal-fired power plants .

An offshore transmission backbone could support offshore wind development and the East Coast’s energy needs for generations to come.

Tyler Hansen is a research associate in environmental studies at Dartmouth College .

Abraham Silverman is a research scholar at the Ralph O’Connor Sustainable Energy Institute at Johns Hopkins University .

Elizabeth J. Wilson is a professor of environmental studies at Dartmouth College .

Erin Baker is a professor of industrial engineering applied to energy policy at UMass Amherst .

This article is republished from The Conversation under a Creative Commons license. Read the original article .

Apply to the Most Innovative Companies Awards and be recognized as an organization driving the world forward through innovation. Early-rate deadline: Friday, August 23.

ABOUT THE AUTHOR

The Conversation is a nonprofit, independent news organization dedicated to unlocking the knowledge of experts for the public good.   More

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KB5042421: CrowdStrike issue impacting Windows endpoints causing an 0x50 or 0x7E error message on a blue screen

Microsoft has identified an issue impacting Windows endpoints that are running the CrowdStrike Falcon agent. These endpoints might encounter error messages 0x50 or 0x7E on a blue screen and experience a continual restarting state.

We have received reports of successful recovery from some customers attempting multiple restart operations on affected Windows endpoints.

We are working with CrowdStrike to provide the most up-to-date information available on this issue. Please check back for updates on this ongoing issue. 

Important:  We have released a USB tool to help automate this manual repair process. For more information, see  New recovery tool to help with CrowdStrike issue impacting Windows devices .

To resolve this issue, follow these instructions for your version of Windows.

Hold the power button for 10 seconds to turn off your device and then press the power button again to turn on your device.

On the Windows sign-in screen, press and hold the  Shift key while you select  Power >  Restart .

Restart your device. Note  You may be asked to enter your  BitLocker recovery key . When the device restarts, continue pressing F4 and then it will log you in to safe mode. Please note, for some devices, you need to press F11 to log in through safe mode.

Once in safe mode, right-click Start , click  Run , type  cmd  in the Open box, and then click OK .

If your system drive is different than C:\, type C: and then press Enter . This will switch you to the C:\ drive.

Type the following command and then press Enter:

CD C:\Windows\System32\drivers\CrowdStrike

Note In this example, C is your system drive. This will change to the CrowdStrike directory.

Once in the CrowdStrike directory, locate the file matching “C-00000291*.sys”. To do this, type the following command and then press Enter :

dir C-00000291*.sys

Permanently delete the file(s) found. To do this, type the following command and then press Enter .

del C-00000291*.sys

Manually search for any files that match “C-00000291*.sys” and delete them.

Restart your device.

On the Windows sign-in screen, press and hold the  Shift  key while you select  Power   >  Restart .

Restart your device. Note  You may be asked to enter your  BitLocker recovery key .

When the device restarts, continue pressing F4 and then it will log you in to safe mode.

Once in safe mode, right-click Start , click  Run , type  cmd  in the Open box, and then click  OK .

Type in the following command and then press Enter :

Note  In this example C is your system drive. This will change to the CrowdStrike directory.

Recovery methods

If you receive the Windows Recovery screen, use one of the following methods to recover your device.

Method 1: Use Enable safe mode

Hold the power button for 10 seconds to turn off your device and thenpress the power button again to turn on your device.

On the Windows sign-in screen, press and hold the  Shift  key while you select  Power >   Restart .

After your device restarts to the  Choose an option  screen, select  Troubleshoot  >  Advanced options  >  Startup Settings  >  Enable safe mode . Then, restart your device. Note  You might be asked to enter your  BitLocker recovery key . When the device restarts, continue pressing F4 and then it will log you in to safe mode. Please note, for some devices, you need to press F11 to log in through safe mode.

If the screen asks for a BitLocker recovery key, use your phone and log on to  https://aka.ms/aadrecoverykey . Log on with your Email ID and domain account password to find the BitLocker recovery key associated with your device. To locate your BitLocker recovery key, click Manage Devices > View Bitlocker Keys > Show recovery key .

If your system drive is different than C:\, type C: and then press  Enter . This will switch you to the C:\ drive.

Type the following command and then press Enter :

Tip:  CD C:\Windows\System32\drivers\CrowdStrike

Note  In this example, C is your system drive. This will change to the CrowdStrike directory.

After your device restarts to the  Choose an option  screen, select  Troubleshoot  >  Advanced options  >  Startup Settings  >  Enable safe mode .  Then restart your device again. Note  You might be asked to enter your  BitLocker recovery key . When the device restarts, continue pressing F4 and then it will log you into safe mode. Please note, for some devices, you need to press F11 to log in through safe mode.

If the screen asks for a BitLocker recovery key, then use your phone and log on to  https://aka.ms/aadrecoverykey . Log on with your Email ID and domain account password to find the bit locker recovery key associated with your device. To locate your BitLocker recovery key, click Manage Devices > View Bitlocker Keys > Show recovery key .

Select the name of the device where you see the BitLocker prompt. In the expanded window, select View BitLocker Keys . Go back to your device and input the BitLocker key that you see on your phone or secondary device.

Note  In this example, C is your system drive. This will change to the CrowdStrike directory.

Method 2: Use System Restore

After your device restarts to the  Choose an option  screen, select  Troubleshoot  >  Advanced options  >  System Restore .

If the screen asks for a BitLocker recovery key, use your phone and log on to  https://aka.ms/aadrecoverykey . Login with your email id and domain account password to find the bit locker recovery key associated with your device. To locate your BitLocker recovery key, click Manage Devices > View Bitlocker Keys > Show recovery key .

Click Next  on System Restore.

Select the Restore option in the list, click  Next , and then click  Finish .

Click Yes  to confirm the restore. Note  This will perform just the Windows system restore and personal data should not be impacted. This process might take up to 15 minutes to complete.

If the screen asks for a BitLocker recovery key, use your phone and log on to  https://aka.ms/aadrecoverykey . Log in with your Email ID and domain account password to find the bit locker recovery key associated with your device. To locate your BitLocker recovery key, click Manage Devices > View Bitlocker Keys > Show recovery key .

Select the Restore option in the list, click Next , and then click  Finish .​​​​​​​

Contact CrowdStrike

If after following the above steps, if you still experience issues logging into your device, please reach out to CrowdStrike for additional assistance.

Start your PC in safe mode in Windows

Third-party information disclaimer

The third-party products that this article discusses are manufactured by companies that are independent of Microsoft. We make no warranty, implied or otherwise, about the performance or reliability of these products.

We provide third-party contact information to help you find technical support. This contact information may change without notice. We do not guarantee the accuracy of this third-party contact information.

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