problem solving 6 steps

The Six Step Problem Solving Model

What is The Six Step Problem Solving Model?

The Six Step Problem Solving Model is a widely recognized and effective approach to addressing and resolving complex problems in personal and professional settings. This model provides a structured and systematic process for analyzing, identifying, and resolving issues, making it an indispensable tool for individuals, teams, and organizations.

Problem-solving is the process of identifying and resolving issues or obstacles that hinder the attainment of a goal. It is a critical skill that is highly valued in both personal and professional settings.

Whether you are a business owner, an employee, or an individual, the ability to solve problems effectively is essential for success.

According to a report by the World Economic Forum, problem-solving, critical thinking, and creativity are among the top skills that will be in demand in the job market by 2025.

This highlights the importance of problem-solving as a skill in the professional world. However, problem-solving is not limited to the workplace, it is also crucial in everyday life.

For instance, when faced with a personal challenge or a difficult situation, the ability to identify and solve the problem is key to achieving a desirable outcome.

The Six Step Problem Solving Model was first introduced by Kepner and Tregoe in the 1960s, who were management consultants known for their work in the field of decision-making and problem-solving. They proposed a rational and logical approach that was based on a rigorous analysis of the problem and its underlying causes, followed by a deliberate and careful selection of solutions that would address the root cause of the problem.

Since then, the Six Step Problem Solving Model has been widely adopted and modified by many organizations and industries, and it continues to be a useful and effective tool for addressing complex issues in a structured and systematic manner.

In this article, we will explore each step of the model in detail and provide examples of how it can be applied in real-world situations.

I have listed below all Six Steps in detail:

Step 1: Identify The Problem

Identifying the problem is the first step in the Six-Step Problem Solving Model. This step is critical because it sets the foundation for the rest of the problem-solving process.

The four sub-steps of this stage include:

Selection of the problem to be analyzed

The first sub-step in this stage is to select the problem that needs to be analyzed. This could be any issue that is causing problems for your personal or professional life. It could be a product or service that is not meeting customer expectations, a process that is causing delays, or any other problem that needs to be addressed.

Clear definition of the problem and establishment of a precise problem statement

Once you have identified the problem to be analyzed, the next step is to define it clearly and establish a precise problem statement. This step involves defining the problem in clear and concise terms so that everyone involved in the problem-solving process understands the issue at hand.

For example, if the problem is related to product quality, the problem statement could be: “Our product is not meeting the quality standards expected by our customers, which is resulting in negative feedback and decreased sales.”

Setting a measurable goal for the problem-solving effort

After defining the problem, the next step is to set a measurable goal for the problem-solving effort. This goal should be specific, measurable, achievable, relevant, and time-bound ( SMART ). The goal should be aligned with the overall objectives of the organization and should focus on addressing the root cause of the problem.

For example, if the problem is related to product quality, the goal could be: “To improve product quality by reducing defects by 50% within the next three months.”

Establishing a process for coordinating with and gaining approval of leadership

The final sub-step in this stage is to establish a process for coordinating with and gaining approval of leadership. This involves identifying the stakeholders who will be involved in the problem-solving process and obtaining their buy-in and support for the process.

For example, if the problem is related to product quality, the stakeholders could include the quality control team, production team, and senior management. It is important to involve all stakeholders in the process to ensure that everyone is aligned and committed to finding a solution to the problem.

Step 2: Analyze The Problem

Identification of the processes that impact the problem and selection of one.

To analyze the problem effectively, you need to identify the processes that impact the problem and select one. The selected process should be relevant to the problem and the one that can be analyzed to identify the root cause.

For example, if a company is experiencing a high employee turnover rate, the process that needs to be analyzed could be the hiring process, employee training process, or employee feedback process.

Listing the steps in the process as it currently exists

Once you have identified the process, you need to list all the steps in the process as it currently exists. This will help you identify where the problem is occurring and what steps need to be changed to solve the problem.

For instance, in the case of employee turnover rate, the steps in the hiring process could be job posting, resume screening, initial interview, background check, reference check, and final interview.

Mapping the process

After listing the steps, you need to map the process. This involves creating a visual representation of the process flow. Mapping the process helps in identifying the bottlenecks, redundancies, and inefficiencies in the process.

Validation of the map of the process

The next step is to validate the map of the process. This involves reviewing the map with the stakeholders involved in the process and confirming that it accurately represents the process flow.

Identification of potential causes of the problem

With the process map validated, the next step is to identify potential causes of the problem. This can be done by brainstorming with the stakeholders and identifying the areas where the process is not functioning effectively.

For instance, in the hiring process, potential causes of employee turnover rate could be a lack of a comprehensive background check, inadequate employee training, or poor job fit.

Collection and analysis of data related to the problem

After identifying potential causes, you need to collect and analyze data related to the problem. This can include employee feedback surveys, turnover data, job satisfaction data, and any other relevant data.

Verification or revision of the original problem statement

Based on the analysis, you may need to verify or revise the original problem statement. This ensures that the problem statement accurately reflects the problem being solved.

Identification of root causes of the problem

With the data analyzed, you can identify the root causes of the problem. Root causes are the underlying reasons why the problem is occurring.

For example, in the hiring process, the root cause of employee turnover could be the inadequate employee training, which leads to employees feeling unprepared for the job.

Collection of additional data if needed to verify root causes

To verify the root causes identified, you may need to collect additional data. This ensures that the solutions developed address the actual root cause of the problem, leading to long-term and sustainable solutions.

The second step of the Six Step Problem Solving Model is critical in identifying the root cause of the problem. By analyzing the process and identifying potential causes and root causes, you can develop effective solutions to solve the problem.

Step 3: Develop The Solutions

After identifying the root causes of the problem, it’s time to develop solutions. This step involves the following:

Establishment of criteria for selecting a solution

When selecting a solution, it’s important to establish criteria that will help in evaluating and selecting the best solution. The criteria should be measurable, objective, and specific to the problem. Some criteria that can be used include:

Feasibility: Can the solution be implemented with the available resources?
Effectiveness: Will the solution solve the problem?
Cost: Is the cost of the solution within the budget?
Time: Will the solution be implemented within the required time frame?

Generation of potential solutions that will address the root causes of the problem

Brainstorming is a great way to generate potential solutions. Gather a team of individuals who are knowledgeable about the problem and its root causes. Encourage them to think creatively and come up with as many potential solutions as possible. It’s important to involve stakeholders who will be affected by the solution in the brainstorming process to ensure that their concerns are considered.

Use any of the 12 techniques of brainstorming from our brainstorming toolbox .

Selection of a solution

Once potential solutions have been generated, it’s time to select the best one. Use the established criteria to evaluate each solution and determine which one is the best fit. It’s important to involve stakeholders in the selection process to ensure buy-in and support for the chosen solution.

Gaining approval and support for the chosen solution

Before implementing the solution, it’s important to gain approval and support from leadership and other stakeholders. Present the chosen solution and its benefits to the decision-makers, and address any concerns they may have. Get their approval and support before moving forward with implementation.

Planning the solution

After gaining approval, it’s time to plan the solution. This involves creating an action plan that outlines the steps needed to implement the solution, who will be responsible for each step, and when each step will be completed. It’s important to have a realistic timeline and to involve all stakeholders in the planning process. Ensure that resources are available for implementation, and that all necessary training and communication plans are in place.

Step 4: Implement A Solution

Once the solution has been selected and approved, it’s time to put the plan into action. This step involves implementing the chosen solution on a trial or pilot basis to see how it performs. Here are the key components of this step:

Implementation of the chosen solution on a trial or pilot basis

Before implementing the solution fully, it’s important to test it out on a smaller scale to see how it works. This allows you to identify any potential problems or issues and make adjustments as needed. By implementing the solution on a trial or pilot basis, you can ensure that it will work effectively when it’s rolled out more broadly.

If the Problem Solving Process is being used as a standalone, continue to Step 5

If the Six Step Problem Solving Model is being used as a standalone process, it’s time to move on to Step 5, which involves evaluating the results of the solution. This step is critical to ensure that the solution is working as intended and achieving the desired results.

Step 5: Evaluate The Results

Gathering of data on the solution.

Once the chosen solution has been implemented, it is important to gather data on its effectiveness. This data can come in various forms, such as customer feedback, sales figures, or productivity metrics. The key is to gather enough data to make an informed decision about the success or failure of the solution.

Analysis of the data on the solution

After collecting the necessary data, it is important to analyze it thoroughly to determine whether or not the solution has achieved the desired results. This analysis can involve statistical methods, surveys, or other evaluation techniques. The goal is to determine whether or not the solution has been successful and to identify any areas where improvements can be made.

Achievement of the desired results?

Based on the analysis of the data, it is necessary to determine whether or not the solution has achieved the desired results. This can involve comparing the actual results to the goals established in Step 1, or it can involve evaluating the overall impact of the solution on the organization or individual.

If YES, go to Step 6.

If the solution has achieved the desired results, it is time to move on to Step 6. This step involves standardizing the solution and capitalizing on any new opportunities that may have arisen as a result of the problem-solving process.

If NO, go back to Step 1.

If the solution has not achieved the desired results, it is necessary to go back to Step 1 and repeat the problem-solving process. This may involve refining the problem statement, identifying new potential causes, or generating new potential solutions. The key is to remain flexible and open to new ideas throughout the problem-solving process.

Step 6: Standardize The Solution (and Capitalize on New Opportunities)

Once the solution has been implemented and evaluated, it’s time to standardize the solution and capitalize on new opportunities. This step involves making sure that the solution is integrated into the organization’s standard operating procedures and that everyone involved knows how to use it effectively.

Identification of Systemic Changes and Training Needs for Full Implementation

When identifying systemic changes, it’s important to look at how the solution fits into the larger context of the organization. This includes looking at processes, policies, and procedures to see where changes need to be made to fully implement the solution.

Training is also crucial in the standardization process. Employees need to know how to use the solution properly and effectively. This can include training on new processes, tools, and technologies.

Adoption of the Solution

Once the solution has been standardized, it’s time to adopt it fully. This means integrating it into the organization’s operations and ensuring that everyone is using it consistently. This can involve making changes to job descriptions, updating policies and procedures, and making sure that everyone has the necessary tools and resources to use the solution effectively.

Planning Ongoing Monitoring of the Solution

Even after the solution has been adopted, it’s important to continue monitoring its effectiveness. This can involve setting up monitoring and reporting systems to track progress and identify areas for improvement. Regular review meetings can also help to keep the solution on track and ensure that it is meeting the organization’s goals and objectives.

Continuing to Look for Incremental Improvements to Refine the Solution

While the solution may have solved the initial problem, there is always room for improvement. This can involve looking for ways to make the solution more efficient, effective, or user-friendly. This can include gathering feedback from employees and customers, analyzing data to identify areas for improvement, and looking for ways to optimize processes and procedures.

Looking for Another Improvement Opportunity

Finally, it’s important to keep looking for new improvement opportunities. The Six Step Problem Solving Model is an iterative process, and there is always room for improvement. This can involve looking at other areas of the organization that could benefit from problem-solving and using the same process to identify and implement solutions.

In conclusion, the six-step problem-solving model is an effective approach for addressing problems and making improvements in personal and professional settings. The model involves identifying the problem, analyzing it, developing solutions, implementing the solution, evaluating the results, and standardizing the solution.

To summarize, the six steps of problem-solving include:

Identify the problem
Analyze the problem
Develop the solutions
Implement the solution
Evaluate the results
Standardize the solution (and capitalize on new opportunities)

Problem-solving and continuous improvement are critical skills for personal and professional growth.

By utilizing this model, individuals and organizations can become more efficient, productive, and effective in addressing challenges and achieving their goals.

American Society for Quality. (2019). Root Cause Analysis .
Hames, S. (2017). The 5 Whys Method
Fass, M. (2020). The Six-Step Problem-Solving Process. Harvard Business Review .
The Six-Step Problem-Solving Process by the University of California, San Francisco
The Importance of Problem-Solving Skills in the Workplace by The Balance Careers.

Marty Hoffman

Situational Theory – Leadership

Six thinking hats brainstorming technique, systems leadership theory, straw man proposal – a comprehensive problem-solving technique.

Six Steps to Develop an Effective Problem-Solving Process

by Rawzaba Alhalabi Published on November 1, 2017

Problem-solving involves thought and understanding. Although it may appear simple, identifying a problem may be a challenging process.

“Problems are only opportunities in work clothes”, says American industrialist Henry Kaiser. According to Concise Oxford Dictionary (1995), a problem is “ doubtful or difficult matter requiring a solution” and “something hard to understand or accomplish or deal with.” Such situations are at the center of what many people do at work every day.

Whether to help a client solve a problem, support a problem-solver, or to discover new problems, problem-solving is a crucial element to the workplace ingredients. Everyone can benefit from effective problem-solving skills that would make people happier. Everyone wins. Hence, this approach is a critical element but how can you do it effectively? You need to find a solution, but not right away. People tend to put the solution at the beginning of the process but they actually needed it at the end of the process.

Here are six steps to an effective problem-solving process:

Identify the issues, understand everyone’s interests, list the possible solutions, make a decision, implement the solution.

By following the whole process, you will be able to enhance your problem-solving skills and increase your patience. Keep in mind that effective problem solving does take some time and attention. You have to always be ready to hit the brakes and slow down. A problem is like a bump road. Take it right and you’ll find yourself in good shape for the straightaway that follows. Take it too fast and you may not be in as good shape.

Case study 1:

According to Real Time Economics, there are industries that have genuinely evolved, with more roles for people with analytical and problem-solving skills. In healthcare, for example, a regulatory change requiring the digitization of health records has led to greater demand for medical records technicians. Technological change in the manufacturing industry has reduced routine factory jobs while demanding more skilled workers who can operate complex machinery.

Case study 2:

Yolanda was having a hard time dealing with difficult clients and dealing with her team at the office, so she decided to take a problem-solving course. “I was very pleased with the 2-day Problem Solving program at RSM. It is an excellent investment for anyone involved in the strategic decision-making process—be it in their own company or as a consultant charged with supporting organizations facing strategic challenges.“

Yolanda Barreros Gutiérrez, B&C Consulting

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Having read this I believed it was extremely enlightening. I appreciate you taking the time and energy to put tis informative article together. I onc again findd myself spending a significant amount of time both reading and leavfing comments. But so what, it was still worth it!

Tuesday, May 15, 2012

The Six-Step Problem-Solving Process

Select the problem to be analyzed
Clearly define the problem and establish aprecise problem statement
Set a measurable goal for the problem solving effort
Establish a process for coordinating with and gaining approval of leadership
Identify the processes that impact the problem and select one
List the steps in the process as it currently exists
Map the Process
Validate the map of the process
Identify potential cause of the problem
Collect and analyze data related to the problem
Verify or revise the original problem statement
Identify root causes of the problem
Collect additional data if needed to verify root causes
Establish criteria for selecting a solution
Generate potential solutions that will address the root causes of the problem
Select a solution
Gain approval and supporter the chosen solution
Plan the solution
Implement the chosen solution on a trial or pilot basis
If the Problem Solving Process is being used in conjunction with the Continuous Improvement Process, return to Step 6 of the Continuous Improvement Process
If the Problem Solving Process is being used as a standalone, continue to Step 5
Gather data on the solution
Analyze the data on the solution
Achive the desired results?
If YES, go to Step 6.
If NO, go back to Step 1.
Identify systemic changes and training needs for full implementation
Adopt the solution
Plan ongoing monitoring of the solution
Continue to look for incremental improvements to refine the solution
Look for another improvement opportunity

4 comments:

Tim, This is a good guideline for any practitioner to follow. I wish I had this a few weeks ago. A client liked a training deck I prepared but didn't want to confuse anyone with terms like Deming Cycle and such. The final version of PDCA was a 6 step process improvement method that's very similar to yours. Thanks for sharing. Cheers, Chris

Thank you for you brief and easy to understand on each step problem solving above.

Wonderful. Well Explained. Thank you for sharing

I mapped this to PDCA and observed that the first 3 steps correspond to P, the next 3 to D, C and A respectively. This Show that indeed planning is the most important step in PDCA.

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Mastering the Six-Step Problem Solving Model – A Comprehensive Guide for Success

Introduction.

Problem solving skills are a crucial aspect of life. Whether it’s tackling complex issues in the workplace or finding solutions to everyday challenges, being able to effectively solve problems is essential. One popular approach to problem-solving is the Six-Step Problem Solving Model. This model provides a structured and systematic way of approaching problems, enabling individuals and teams to arrive at effective solutions. In this blog post, we will delve into each step of the Six-Step Problem Solving Model and explore techniques and strategies for successful problem solving.

Step 1: Identify and define the problem

Before diving into finding a solution, it is imperative to clearly identify and define the problem at hand. Without a clear understanding of the problem, it becomes difficult to develop effective solutions. One technique for identifying the problem is to ask the right questions. By asking probing questions, you can gain a deeper understanding of the issue and its impact on various aspects.

Gathering relevant information is a vital aspect of defining the problem. This can be done through research, data analysis, or relying on the expertise of individuals who have faced similar issues. The more information you gather, the better equipped you will be to define the problem accurately.

Step 2: Analyze the problem

Once the problem is defined, it is crucial to analyze it thoroughly. This involves exploring the root causes of the problem. By identifying the underlying factors contributing to the problem, you can develop strategies to address them effectively.

Analytical tools and techniques can aid in this step. One such tool is the cause-and-effect diagram, also known as the fishbone diagram. This diagram helps visualize the multiple causes that contribute to a problem, enabling a comprehensive analysis. Other tools, such as SWOT analysis or Pareto analysis, can be utilized depending on the nature of the problem.

Step 3: Generate potential solutions

Brainstorming and creative thinking play a crucial role in the third step of the Six-Step Problem Solving Model. This is the stage where you generate as many potential solutions as possible, without evaluating them yet. Encouraging a free flow of ideas without judgment can lead to innovative and out-of-the-box solutions.

After generating a list of potential solutions, it’s time to evaluate their feasibility and effectiveness. Consider factors such as the resources required, the time frame, and the impact on stakeholders. Prioritize the solutions based on these considerations and shortlist a few viable options.

Step 4: Select the best solution

Choosing the best solution from the shortlisted options requires a careful evaluation process. Consider various factors such as the potential positive outcomes, potential risks, and the resources required for implementation. One useful tool in this step is decision matrix analysis. This tool allows you to objectively compare and evaluate different solutions based on predetermined criteria.

Remember that the best solution might not be perfect, but it should have a higher probability of success and address the root causes identified in the analysis phase.

Step 5: Implement the chosen solution

Once you have selected the best solution, it’s time to develop an action plan for implementation. The action plan should outline the necessary steps, allocate resources, and set clear timelines for each task. It’s important to involve all relevant stakeholders in this phase to ensure their buy-in and cooperation.

During implementation, it’s common to encounter obstacles and risks. It is important to anticipate and proactively address these challenges. Regular communication and monitoring of progress can help identify potential risks and resolve issues in a timely manner.

Step 6: Evaluate the results and make adjustments

After implementing the chosen solution, it is crucial to evaluate its effectiveness. Assess whether the solution has successfully addressed the problem and achieved the desired outcomes. This evaluation can be done through various means such as surveys, feedback from stakeholders, or quantitative measurements.

If the solution did not produce the desired results, it’s important to make adjustments and improvements. This might involve revisiting the problem definition, analyzing the root causes more deeply, or even considering alternate solutions. Continuous improvement is key to success in problem-solving endeavors.

The Six-Step Problem Solving Model provides a systematic approach to addressing and resolving problems. By following these steps, individuals and teams can enhance their problem-solving skills and arrive at effective solutions. Remember to always start with a clear definition of the problem, analyze it thoroughly, generate potential solutions, select the best solution, implement it carefully, and evaluate the results before making adjustments. By applying this model, you can tackle complex problems with confidence and achieve success in your problem-solving endeavors.

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Six-Step Problem-Solving Model

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weblink: http://www.yale.edu/bestpractices/resources/docs/problemsolvingmodel.pdf

This six-step model is designed for the workplace, but is easily adaptable to other settings such as schools and families. It emphasizes the cyclical , continuous nature of the problem-solving process . The model describes in detail the following steps:

Step One: Define the Problem

Step Two: Determine the Root Cause(s) of the Problem

Step Three: Develop Alternative Solutions

Step Four: Select a Solution

Step Five: Implement the Solution

Step Six: Evaluate the Outcome

Problem-solving: Steps, strategies, and skills

By Alyssa Zacharias

Your team hits a bump in the road with a new client: They’d like to add extra objectives to the scope without changing the schedule. The mood grows tense as everyone frets about how to rearrange their calendars.

One team member suggests breaking down the new scope into small, more manageable parts. One by one, you divide each deliverable into new tasks and prioritize them based on the team's calendar and resources. You push back non-urgent tasks and delegate others to different teams. Slowly, all the pieces start to fit together. What seemed like an impossible challenge is now a series of connected dots. The meeting wraps up with a clear and actionable solution, and everyone gets to work.

This hypothetical scenario might sound too good to be true, but it’s well within your reach. It’s the perfect example of how establishing problem-solving steps can set your team up for success. Let’s explore how to prepare your team for the next project’s hurdles.

What’s problem-solving?

Problem-solving is a strategy-driven approach that uses logical thinking, creativity, and collaboration to analyze obstacles and build actionable solutions to overcome them. Life rarely goes exactly to plan, and problem-solving skills remove barriers that stop your team from reaching objectives when things go awry.

You and your team’s ability to embrace different approaches to solving problems marks the difference between staying ahead or behind the curve. But problem-solving isn’t a single skill. Good problem-solvers pull from a list of soft skills, such as analytical thinking, flexibility, and curiosity — which are among the top 10 most sought-after job skills .

Bringing problem-solvers onto the team is just the start. Nurturing a supportive environment that encourages teamwork, leadership, and the ability to make mistakes is essential for innovative solutions to serious roadblocks. After all, healthy work environments encourage out-of-the-box thinking and accountability that spawn effective solutions.

Problem-solving process: 6 key steps

Problem-solving starts with carefully dissecting an issue, evaluating all its parts, and then brainstorming an action plan to rise above the challenge. Whether you’re working independently or collaborating with a big team, following a standard procedure can make the process more productive.

Here are six steps to solve problems and get your project back on track:

1. Define the problem

The first step might sound obvious, but figuring out how to solve a problem starts with a clear definition. No matter how big or small the issue is, laying it out as clearly as possible guides the rest of the process, pushing your brainstorming, collaboration, and solutions down the right path. Plus, a succinct definition can help you foresee potential project management risks and build a risk register to avoid more challenging situations in the future.

You can start by asking yourself a few basic questions to understand the depth and scope of the issue:

Who does this problem involve? Who’s equipped with the knowledge and skills to solve this problem?

What’s the root cause? What other problems does it cause?

Where did this problem take place?

When did the problem start? When does it need a resolution?

Why does it impact workflows? Why do you need to solve this problem now?

Once you’ve dissected the issue, write it down. Putting pen to paper forces you to think through the obstacle, and the result can serve as a reference point as you work toward the solution.

Be careful not to leave any room for ambiguity in your problem statement by identifying the specific situation and timing. Rather than “I don’t have enough time to complete a project,” write a definition like “I need to complete an important project within three days, but I have three other tasks due on the same day, which collectively require 20 hours of work.” A detailed problem statement provides a crystal clear picture of the problem, helping you be more productive during brainstorming and implementation.

2. Brainstorm possible solutions

With your clearly defined problem in hand, it’s time to get creative. Effective brainstorming focuses on quantity rather than quality. The intention is to build diverse options without overanalyzing them — that’ll come later.

Brainstorm as many potential solutions as possible, no matter how quirky or out-of-the-box. Aim to generate a list of 10–15 possible paths and encourage your mind to wander, moving away from obvious solutions to potentially innovative ones.

3. Consider all your alternatives

It may be tempting to immediately discard unfamiliar ideas and embrace others within your comfort zone. But as long as an idea directly addresses your problem, give it the benefit of the doubt.

Map out every idea, including relevant details like costs, step-by-step process, time frames, and the people involved. If the idea doesn't align with your needs or resources, toss it. Order the remaining alternatives by preference and evaluate their advantages and disadvantages.

4. Agree on a solution

With all the information in front of you, it’s time to decide on the best course of action. Narrow down all your choices, seeking out efficiency and practicality. For complex problems and solutions, managers and colleagues experienced in crisis management can offer valuable insights.

5. Take action

After choosing the best solution, it’s time to implement it. Track progress throughout the entire process to avoid unexpected delays and unwelcome surprises. And consider using an issue tracker to analyze unexpected bumps in the road and learn from them — just be sure to leave room in the plan to adapt to challenges when necessary.

6. Evaluate the outcome

Analyzing the success of your solution encourages learning from failures and promotes future success. Evaluate the effectiveness of the chosen solution and decide if a different course of action may be necessary. You might ask yourself some of the following questions:

Was the problem solved within the expected timeframe?

Were any resources overused or wasted?

What was learned during the problem-solving process?

Were there any communication breakdowns or conflicts?

Will a policy or organizational change help prevent this problem from occurring in the future?

You may find you need to simplify the process even further. Using your insights, focus on the solution instead of the problem. Staying flexible and open-minded will help you rise to the next challenge.

Problem-solving example

To understand how you can apply the problem-solving steps above, let’s look at a common problem for product, IT, and development teams: apps that crash when updates are rolled out.

To clearly define the problem, the team collects user feedback and crash reports to pinpoint specific scenarios where the app fails. They discover that crashes most often occur on devices using old versions of the operating system. With this clear problem definition, they align on where to focus their efforts.

Together, they brainstorm several solutions, including rolling back the update, creating a solution specifically for older operating systems, or rolling out a marketing campaign to convince users to update.

After debating all the alternatives, they decide to develop a patch. Although it’s not the most time-effective solution, it won’t alienate users by rolling back features or forcing them to update. They might also take on extra initiatives along the way, like making the app less resource-intensive to run smoothly on more devices.

Throughout the implementation, the team monitors feedback. Crash reports decrease significantly, and positive reviews increase. After achieving the desired outcome, the team performs regular diagnostics to spot room for improvement and prevent future mishaps.

4 problem-solving strategies

Learning different strategies to identify and solve problems empowers you to stay flexible and resilient, even in the most challenging circumstances. Here are four common problem-solving strategies to try out:

Trial and error: There’s rarely a single “right” answer to your problem. A trial-and-error approach (or A/B testing) encourages your team to experiment with solutions and identify the best one. Of course, this is only productive if you have the necessary time and resources.

Working backward: Using your imagination, visualize your problem solved. Now, work backward, retracing each step to your current place. Involve team leaders in this process and share ideas until you have a solid plan of action.

Use an old solution: You don’t always have to reinvent the wheel. Think about how you’ve solved similar issues in the past. If one of your old solutions works, use it again.

Draw it out: Visualizing every part of a problem isn’t always easy. Using fishbone diagrams, concept maps, or flowcharts ensures you make connections and account for every last detail. Plus, a diagram will make the roadblock easier to understand when you address it with the rest of the team. But don’t tackle this work alone — the more heads you involve, the more perspectives you can draw upon. Someone else at the table will likely think of something you missed.

Problem-solving skills

Effective problem-solving means drawing upon several soft skills in your tool belt. Here are ten of the most valuable skills for overcoming obstacles:

Critical thinking

Adaptability

Collaboration

Effective communication

Active listening

Persistence

Decision-making

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Whether big or small, incorporating time-tested problem-solving steps to overcome challenges will help your team overcome future barriers to success. Try different techniques, like SWOT Analysis , to adapt to the next challenging situation swiftly and effectively.

You can assist your problem-solving efforts with Notion templates for support task lists and reporting bugs . Plus, you can — and should — use Notion’s issue tracker to monitor the action plan you choose to put in place.

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

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

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

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

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

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

The 7 steps to problem-solving

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

1. Define the problem

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

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

2. Disaggregate

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

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

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

3. Prioritize problem branches

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

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4. Create an analysis plan

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

5. Conduct analysis

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

6. Synthesis

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

7. Communication

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

Exploring problem-solving in various contexts

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

Problem-solving techniques can be applied in diverse contexts:

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

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

Real-world examples of problem-solving

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

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

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

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

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

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

Problem : What should be my next job role?

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

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

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

Key problem-solving skills

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

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

How to enhance your problem-solving skills

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

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

Final thoughts

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

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

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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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Guide: Problem Solving

Author: Daniel Croft

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

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

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

What is Problem Solving?

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

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

Reverse brainstorming - problem solving - Idea generation

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

The Nature of Problems

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

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

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

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

The Problem-Solving Process

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

Step 1: Identifying the Problem

Step 2: Defining the Problem

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

Step 3: Analyzing the Problem

Step 4: Generating Solutions

Step 5: Evaluating and Selecting Solutions

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

Step 6: Implementing the Solution

Step 7: Reviewing and Reflecting

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

Tools and Techniques for Effective Problem Solving

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

Brainstorming

SWOT Analysis (Strengths, Weaknesses, Opportunities, Threats)

Root Cause Analysis

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

Mind Mapping

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

Developing Problem-Solving Skills

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Daniel Croft

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

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Six Steps to Effective Problem Solving Within Organizations

Dr. Nancy Zentis
March 20, 2015

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Managers and their subordinates sometimes lack the problem-solving skills necessary to move things forward within their organizations. Luckily, OD process consulting focused towards problem solving training can be an effective antidote to this, as it helps in building critical skills to handle a possible deadlock.

Problem solving training is an intervention tool that helps managers and employees develop critical thinking skills to sharpen their logic, reasoning, and problem-defining capability. Problem solving training also helps develop abilities to evaluate causation, analyze alternatives, and select and execute solutions. This training is an integral part of organizational efforts to introducing quality management programs as it helps define a process to manage problems.

In this article, we will introduce the six-step problem solving process defined by Edgar Schein, so that teams trained in this can find the best solution to a problem and create an action plan.

Why Use a Problem Solving Process?

Since problems can be many and root causes hidden, it may take an extended period of time to come to a solution. Developing a team to help search for answers and formulating a decision is advantageous to improving organizational quality and efficiency.

OD Problem Solving Process based on Edgar H. Schein’s Approach

OD expert, Edgar Schein along with other OD experts suggested that a process that helps in problem-solving, steers groups to successful outcomes. Schein’s approach is presented in a model that investigates problem definition, brainstorming, group decision-making, idea development, action planning, and assessment.

As an OD consultant, you can use this process to improve communication, strengthen group cohesion, and make effective decisions.

Problem Definition . Identify problems through problem formulation and questioning. The key is asking the right questions to discover root causes.
Brainstorming . During this process, assumptions are uncovered and underlying problems are further revealed. Also, this is an opportunity to collect and analyze data.
Selection . Decisions are made within the group to determine the appropriate solution and process through creative selection .
Development . Once the group has formed solutions and alternatives to the problem(s), they need to explore the pros and cons of each option through forecasting consequences .
Action Planning . Develop an action plan to implement and execute the solution process.
Assessment . This final stage requires an evaluation of the outcomes and results of the solution process. Ask questions such as: Did the option answer the questions we were working on? Did this process address the findings that came out of the assumptions?

This process makes group problem solving in projects and meetings agreeable, action-oriented, and productive. Without a process, it can become challenging for teams or groups to create the best solutions and establish a plan of action.

Do tell us about the problem solving methods you use within your organization. We would love to hear from you.

Reference: Schein, E.H. (2010). Organizational culture and leadership, (Vol 2). John Wiley & Sons.

About the Author: Valamere S. Mikler is the founder and principal consultant of V.S.M. Professional Services and Consulting, a consulting firm providing organizational efficiency and administrative office management services. She can be reached at [email protected] .

Additional Information: The Institute of Organization Development offers certification in OD Process Consulting. You can become certified as an OD Process Consultant and play an important role as a partner to make the organization more effective and help to align organizational changes with the strategy, culture, structure, systems, skills, and people. To learn more or register, please check out our website: www. instituteod.com or email us at [email protected].

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DE&I consulting services focus on helping organizations foster a diverse, equitable, and inclusive workplace. Consultants assess the organization's current DE&I initiatives, develop DE&I strategies and policies, conduct training on unconscious bias and cultural competence, establish employee resource groups, and guide leaders in creating inclusive leadership practices. They work with organizations to attract and retain diverse talent, create inclusive hiring processes, and implement programs that promote diversity, equity, and inclusion at all levels. DE&I consultants aim to create an environment where all employees feel valued, respected, and have equal opportunities for growth.

Leadership Development Strategies

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Mentoring Program

Mentoring Programs involve establishing formal or informal relationships between experienced employees (mentors) and less experienced employees (mentees) within an organization. Consultants assist organizations in designing and implementing mentoring programs that facilitate knowledge transfer, skill development, and career growth. They establish mentoring guidelines, match mentors and mentees based on specific criteria, provide training and resources for mentors, and monitor the progress of the mentoring relationships. Mentoring programs aim to enhance employee development, engagement, and retention by leveraging the expertise and wisdom of experienced professionals.

Talent Management Strategies

Talent Management Strategies involve designing and implementing initiatives to attract, develop, engage, and retain top talent within an organization. Consultants work with organizations to develop comprehensive talent management strategies that encompass recruitment and selection processes, onboarding programs, performance management systems, career development frameworks, succession planning, and employee retention strategies. The goal is to ensure the organization has the right people in the right roles, with opportunities for growth and development that align with their skills and aspirations.

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Executive Coaching, Competency Development, and 360 Feedback are individual-focused strategies that aim to enhance leadership and professional effectiveness. Consultants provide executive coaching services to senior leaders, offering personalized guidance, support, and feedback to help leaders develop their strengths, address developmental areas, and enhance their leadership capabilities. Competency development involves identifying and developing specific skills and competencies required for success in particular roles or functions. 360-degree feedback involves collecting feedback from multiple sources, including peers, subordinates, and superiors, to provide a comprehensive assessment of an individual's strengths and areas for improvement.

Job Redesign/Analysis

Job Redesign/Analysis is the process of reevaluating and modifying job roles and responsibilities to optimize efficiency, productivity, and employee satisfaction. Consultants analyze existing job descriptions, tasks, and workflows to identify opportunities for improvement. They may conduct job analyses to determine essential skills, competencies, and qualifications required for each role. Based on these findings, consultants provide recommendations for job redesign, such as clarifying roles and responsibilities, redistributing tasks, and implementing automation or technology solutions to streamline processes and enhance job satisfaction.

Performance Management

Performance Management involves establishing systems and processes to monitor, assess, and improve employee performance. Consultants work with organizations to design and implement performance management frameworks that align with organizational goals and values. This includes setting clear performance expectations, defining key performance indicators (KPIs), establishing regular feedback and coaching mechanisms, conducting performance evaluations, and linking performance outcomes to rewards and recognition. Performance management systems aim to drive individual and team performance, align employee efforts with organizational objectives, and support employee development.

Career Planning/High Potentials

Career Planning/High Potentials initiatives involve designing strategies and programs to support employees in planning and advancing their careers within the organization. Consultants work with organizations to establish career development frameworks, provide guidance on career paths and progression opportunities, and assist in identifying and nurturing high-potential employees. They may offer career counseling, development planning, and training programs to enhance employees' skills, competencies, and knowledge needed for career growth. Career planning initiatives aim to engage and retain talented individuals by providing them with a clear path for advancement and professional development.

Culture Strategies

Culture Strategies focus on shaping and transforming the organizational culture to create a positive and productive work environment. Consultants assist organizations in assessing their current culture, identifying areas for improvement, and developing strategies to align the culture with the desired values, behaviors, and goals. This may involve initiatives such as defining core values, establishing cultural norms, enhancing communication and collaboration practices, promoting diversity and inclusion, and fostering a culture of continuous learning and innovation.

Team Development Strategies

Team Development Strategies focus on improving the effectiveness and performance of teams within an organization. Consultants work with teams to enhance communication, collaboration, and decision-making processes. They facilitate team-building activities, provide training on effective teamwork and conflict resolution, and help establish clear roles and responsibilities. Team development strategies may also involve conducting assessments to identify team dynamics and strengths, and designing interventions to improve team cohesion, trust, and productivity.

Organization Change (OCM) Strategy

Organization Change Management (OCM) Strategy refers to the planned approach or roadmap that an organization follows to implement and manage changes within its structure, processes, technologies, or culture. OCM strategies involve identifying the need for change, setting goals, creating a plan, and executing and evaluating the change process. Organization Change Consulting involves developing and implementing effective strategies to manage and navigate organizational change. The consultant focuses on helping organizations transition smoothly from their current state to a desired future state, considering various factors such as technology advancements, market shifts, mergers and acquisitions, or internal restructuring. Consultants specializing in OCM work closely with organizational leaders to identify OCM processes and help implement a consistent approach to change management, and train internal consultants to lead change management projects and provide support throughout the change process. Consultants may develop assessments, develop communication and training programs, and provide guidance on change implementation to ensure successful organizational transitions. OCM design typically includes steps such as stakeholder analysis, communication and training plans, risk assessment, and monitoring progress to ensure a smooth transition and successful adoption of the changes.

Human Resources Strategies

Human resources (HR) consulting services assist organizations in optimizing their HR practices and processes. Consultants work with HR departments to enhance talent acquisition and retention strategies, develop compensation and benefits programs, design performance management systems, implement employee engagement initiatives, and ensure compliance with labor laws and regulations. They may also provide guidance on organizational restructuring, workforce planning, employee relations, and HR technology implementation. HR consultants help organizations align their HR practices with business objectives and create a positive and productive work environment.

Change Management

Change management consulting services support organizations in managing and implementing significant organizational changes. Consultants help identify change management strategies and plans, assess the impact of change, and design effective communication and training programs to support employee adoption and buy-in. They work with leaders and teams to overcome resistance, address cultural and behavioral challenges, and foster a positive change culture. Change management consultants provide guidance throughout the change process, ensuring a smooth transition and successful adoption of new processes, systems, or structures.

Organizational Development Consulting

Organizational development (OD) consulting services focus on helping leaders lead change initiatives to improving organizational effectiveness and results. Consultants work closely with leaders to assess the organization's current state, identify areas for improvement, create action plans and design interventions, and implement changes to enhance employee engagement, teamwork, leadership development, and organizational culture. They facilitate strategic planning, conduct organizational assessments, and implement initiatives such as talent management, succession planning, performance management, and employee training and development programs. OD consultants aim to align people, processes, and systems to drive sustainable organizational growth and change.

Employee Engagement Strategies

Employee Engagement Strategies aim to create a work environment where employees feel motivated, committed, and connected to the organization. Consultants assist organizations in measuring employee engagement levels, identifying factors that influence engagement, and developing strategies to enhance it. These strategies may include initiatives such as fostering a positive work culture, improving communication and recognition practices, providing opportunities for growth and development, promoting work-life balance, and empowering employees to contribute their ideas and opinions. The goal is to create a work environment that fosters high employee morale, satisfaction, and productivity.

Organization Culture Change/Transformation

Organization Culture Change or Transformation involves deliberately altering the beliefs, values, behaviors, and norms that define the culture of an organization. Organization Culture Change consulting involves assisting organizations in transforming their existing culture or establishing a new desired culture within the organization. The organizational culture encompasses shared values, beliefs, behaviors, and norms that shape the way people work and interact within an organization. Culture change consultants help organizations identify their current culture, define the desired culture, and create strategies to bridge the gap between the two. They may conduct cultural assessments, facilitate workshops and training programs, develop communication strategies, and provide guidance to leaders and employees on how to align their behaviors and practices with the desired culture. This change is typically aimed at aligning the organizational culture with the company's vision, mission, and strategic objectives. Culture change initiatives often require a shift in leadership style, employee engagement, communication practices, and organizational practices to create a new cultural environment that supports desired outcomes such as increased collaboration, innovation, or adaptability.

Organization Design/Redesign

Organization Design or Redesign refers to the process of structuring an organization to align its structure, roles, processes, and systems with its strategic objectives. It involves reviewing and potentially revising elements such as reporting lines, departmental structure, job roles and responsibilities, decision-making processes, and overall organizational hierarchy to optimize efficiency, coordination, and effectiveness within the organization, ensuring that it is well-positioned to achieve its goals. Organization Systems Design or Redesign consulting focuses on designing or restructuring the systems and processes within an organization to optimize efficiency, effectiveness, and overall performance. This service involves analyzing existing organizational systems, such as workflows, communication channels, decision-making processes, and information management systems, to identify areas for improvement. Consultants work closely with organizational leaders to redesign these systems, incorporating best practices, automation, and streamlining processes to enhance productivity and achieve organizational goals. They may also provide recommendations on implementing new technologies or software to support the redesigned systems and ensure successful integration within the organization.

Systems Design

Systems Design refers to the process of creating or modifying the systems and processes within an organization to optimize efficiency, productivity, and effectiveness. It involves analyzing the existing systems, identifying areas for improvement, and designing new systems or reconfiguring existing ones to meet organizational goals. Systems design may include aspects such as technology infrastructure, software applications, data management, workflow processes, and automation to enhance operational performance and streamline organizational activities.

Strategic Planning

Strategic Planning is the process of defining an organization's direction, setting goals, and formulating action plans to achieve those goals. It involves assessing the organization's current state, identifying opportunities and challenges, and developing strategies to effectively allocate resources and achieve the desired outcomes. Strategic planning typically includes analyzing the external environment, conducting internal assessments, setting objectives, formulating strategies, and establishing a framework for monitoring and adapting to changes in the business landscape. Strategy consulting services focus on assisting organizations in formulating and implementing strategic plans to achieve their long-term objectives. Strategy consultants also help organizations align their vision, mission, values, processes, and organizational structure with the strategic goals.

Succession Planning

Succession Planning is the process of identifying and developing internal talent to fill key leadership positions within an organization when they become vacant. Consultants work with organizations to create succession planning strategies that align with the organization's long-term goals. They assess the current talent pool, identify high-potential employees, and design development programs to groom them for future leadership roles. Succession planning may involve creating development plans, providing leadership training, and implementing strategies to ensure a smooth transition when key positions need to be filled.

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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 Six Step Problem Solving Model

What is The Six Step Problem Solving Model?

Step 1: Identify The Problem

Selection of the problem to be analyzed

Clear definition of the problem and establishment of a precise problem statement

Setting a measurable goal for the problem-solving effort

Establishing a process for coordinating with and gaining approval of leadership

Step 2: Analyze The Problem

Listing the steps in the process as it currently exists

Mapping the process

Validation of the map of the process

Identification of potential causes of the problem

Collection and analysis of data related to the problem

Verification or revision of the original problem statement

Identification of root causes of the problem

Collection of additional data if needed to verify root causes

Step 3: Develop The Solutions

Establishment of criteria for selecting a solution

Generation of potential solutions that will address the root causes of the problem

Selection of a solution

Gaining approval and support for the chosen solution

Planning the solution

Step 4: Implement A Solution

Implementation of the chosen solution on a trial or pilot basis

If the Problem Solving Process is being used as a standalone, continue to Step 5

Step 5: Evaluate The Results

Analysis of the data on the solution

Achievement of the desired results?

Step 6: Standardize The Solution (and Capitalize on New Opportunities)

Identification of Systemic Changes and Training Needs for Full Implementation

Adoption of the Solution

Planning Ongoing Monitoring of the Solution

Continuing to Look for Incremental Improvements to Refine the Solution

Looking for Another Improvement Opportunity

Marty Hoffman

Situational Theory – Leadership

Six Steps to Develop an Effective Problem-Solving Process

Here are six steps to an effective problem-solving process:

Case study 1:

Case study 2:

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Tuesday, May 15, 2012

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Mastering the Six-Step Problem Solving Model – A Comprehensive Guide for Success

Step 1: Identify and define the problem

Step 2: Analyze the problem

Step 3: Generate potential solutions

Step 4: Select the best solution

Step 5: Implement the chosen solution

Step 6: Evaluate the results and make adjustments

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Six-Step Problem-Solving Model

Problem-solving: Steps, strategies, and skills

What’s problem-solving?

Problem-solving process: 6 key steps

1. Define the problem

2. Brainstorm possible solutions

3. Consider all your alternatives

4. Agree on a solution

5. Take action

6. Evaluate the outcome

Problem-solving example

4 problem-solving strategies

Problem-solving skills

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