how to model problem solving

Common Problem-Solving Models & How to Use Them

Problem – solving models are step-by-step processes that provide a framework for addressing challenges. Problems arise in every facet of life. From work. to home. to friends and family, problems and conflicts can make life difficult and interfere with our physical and mental well-being. Understanding how to approach problems when they arise and implementing problem-solving techniques can make the journey through a problem less onerous on ourselves and those around us.

By building a structured problem-solving process, you can begin to build muscle memory by repeatedly practicing the same approach, and eventually, you may even begin to find yourself solving complex problems . Building a problem-solving model for each of the situations where you may encounter a problem can give you a path forward, even when the most difficult of problems arise.

This article will explore the concept of problem-solving models and dive into examples of such models and how to use them. It will also outline the benefits of implementing a problem-solving model in each area of life and why these problem-solving methods can have a large impact on your overall well-being. The goal of this article is to help you identify effective problem-solving strategies and develop critical thinking to generate solutions for any problem that comes your way.

Problem-Solving Model Defined

The first step in creating a problem-solving plan is to understand what we mean when we say problem-solving models. A problem-solving model is a step-by-step process that helps a team identify and effectively solve problems that they may encounter. This problem-solving approach gives the team the muscle memory and guide to address a conflict and resolve disputes quickly and effectively.

There are common problem-solving models that many teams have implemented, but there is also the freedom to shape a method to fit the needs of a specific situation. These models often rely on various problem-solving techniques to identify the root cause of the issue and find the best solution. This article will explore some common problem-solving models as well as general problem-solving techniques to help a team engage with and solve problems effectively.

Benefits of Implementing Problem-Solving Models

Before we discuss the exact models for problem-solving, it can be helpful to discuss why problem-solving models are beneficial in the first place. There are a variety of benefits to having a plan in place when a problem arises, but a few important benefits are listed below.

Guide Posts

When a team encounters a problem and has a guide for how to approach and solve the problem, it can be a relief to know that they have a process to fall back on when the issue cannot be resolved quickly from the beginning. A problem-solving strategy will serve as a guide for the parties to know which steps to take next and how to identify the appropriate solution.

It can also clarify when the issue needs to stay within the team, and when the issue needs to be escalated to someone in a position with more authority. It can also help the entire team solve complex problems without creating an issue out of the way the team solves the problem. It gives the team a blueprint to work from and encourages them to find a good solution.

Creative Solutions That Last

When the team or family has a way to fall back on to solve a problem, it takes some of the pressure off of coming up with the process and allows the parties to focus on identifying the relevant information and coming up with various potential solutions to the issue. By using a problem-solving method, the parties can come up with different solutions and find common ground with the best solution. This can be stifled if the team is too focused on figuring out how to solve the problem.

Additionally, the solutions that the parties come up with through problem-solving tools will often address the root cause of the issue and stop the team from having to revisit the same problem over and over again. This can lead to overall productivity and well-being and help the team continue to output quality work. By encouraging collaboration and creativity, a problem-solving technique will often keep solving problems between the parties moving forward and possibly even address them before they show up.

Common Models to Use in the Problem-Solving Process

Several models can be applied to a complex problem and create possible solutions. These range from common and straightforward to creative and in-depth to identify the most effective ways to solve a problem. This section will discuss and break down the problem-solving models that are most frequently used.

Standard Problem-Solving Process

When you search for a problem-solving technique, chances are you will find the standard model for saving problems. This model identifies and uses several important steps that will often be used in other models as well, so it can be helpful to begin the model-building process with an understanding of this model as a base. Other models often draw from this process and adapt one or more of the steps to help create additional options. Each of these steps works to accomplish a specific goal in furtherance of a solution.

Define the Problem

The first step in addressing a problem is to create a clear definition of the issue at hand. This will often require the team to communicate openly and honestly to place parameters around the issue. As the team defines the problem, it will be clear what needs to be solved and what pieces of the conflict are ancillary to the major issue. It helps to find the root causes of the issue and begin a process to address that rather than the symptoms of the problem. The team can also create a problem statement, which outlines the parameters of the problem and what needs to be fixed.

In addition to open and honest communication, other techniques can help to identify the root cause and define the problem. This includes a thorough review of the processes and steps that are currently used in the task and whether any of those steps are directly or indirectly causing the problem.

This includes reviewing how tasks are done, how communication is shared, and the current partners and team members that work together to identify if any of those are part of the issue. It is also the time to identify if some of the easy fixes or new tools would solve the problem and what the impact would be.

It is also important to gain a wide understanding of the problem from all of the people involved. Many people will have opinions on what is going on, but it is also important to understand the facts over the opinions that are affecting the problem. This can also help you identify if the problem is arising from a boundary or standard that is not being met or honored. By gathering data and understanding the source of the problem, the process of solving it can begin.

Generate Solutions

The next step in the basic process is to generate possible solutions to the problem. At this step, it is less important to evaluate how each of the options will play out and how they may change the process and more important to identify solutions that could address the issue. This includes solutions that support the goals of the team and the task, and the team can also identify short and long-term solutions.

The team should work to brainstorm as many viable solutions as possible to give them the best options to consider moving forward. They cannot pick the first solution that is proposed and consider it a successful problem-solving process.

Evaluate and Select

After a few good options have been identified, the next step is to evaluate the options and pick the most viable option that also supports the goals of the team or organization. This includes looking at each of the possible solutions and determining how they would either encourage or hinder the goals and standards of the team. These should evaluated without bias toward the solution proposed or the person putting forward the solution. Additionally, the team should consider both actual outcomes that have happened in the past and predicted instances that may occur if the solution is chosen.

Each solution should be evaluated by considering if the solution would solve the current problem without causing additional issues, the willingness of the team to buy in and implement the solution, and the actual ability of the team to implement the solution.

Participation and honesty from all team members will make the process go more smoothly and ensure that the best option for everyone involved is selected. Once the team picks the option they would like to use for the specific problem, they should clearly define what the solution is and how it should be implemented. There should also be a strategy for how to evaluate the effectiveness of the solution.

Implement the Solution and Follow Up

Once a solution is chosen, a team will often assume that the work of solving problems is complete. However, the final step in the basic model is an important step to determine if the matter is resolved or if additional options are needed. After the solution has been implemented by the team, the members of the team must provide feedback and identify any potential obstacles that may have been missed in the decision-making process.

This encourages long-term solutions for the problem and helps the team to continue to move forward with their work. It also gives the team a sense of ownership and an example of how to evaluate an idea in the future.

If the solution is not working the way that it should, the team will often need to adapt the option, or they may get to the point where they scrap the option and attempt another. Solving a problem is not always a linear process, and encouraging reform and change within the process will help the team find the answer to the issues that they face.

GROW Method

Another method that is similar to the standard method is the G.R.O.W. method. This method has very similar steps to the standard method, but the catchiness of the acronym helps a team approach the problem from the same angle each time and work through the method quickly.

The first step in the method is to identify a goal, which is what the “g” stands for in “grow.” To establish a goal, the team will need to look at the issues that they are facing and identify what they would like to accomplish and solve through the problem-solving process. The team will likely participate in conversations that identify the issues that they are facing and what they need to resolve.

The next step is to establish the current reality that the group is facing. This helps them to determine where they currently are and what needs to be done to move them forward. This can help the group establish a baseline for where they started and what they would like to change.

The next step is to find any obstacles that may be blocking the group from achieving their goal. This is where the main crux of the issues that the group is facing will come out. This is also helpful in giving the group a chance to find ways around these obstacles and toward a solution.

Way Forward

After identifying the obstacles and potential ways to avoid them, the group will then need to pick the best way to move forward and approach their goal together. Here, they will need to create steps to move forward with that goal.

Divide and Conquer

Another common problem-solving method is the divide-and-conquer method. Here, instead of the entire team working through each step of the process as a large group, they split up the issue into smaller problems that can be solved and have individual members or small groups work through the smaller problems. Once each group is satisfied with the solution to the problem, they present it to the larger group to consider along with the other options.

This process can be helpful if there is a large team attempting to solve a large and complex problem. It is also beneficial because it can be used in teams with smaller, specialized teams within it because it allows each smaller group to focus on what they know best.

However, it does encourage the parties to shy away from collaboration on the overall issue, and the different solutions that each proposes may not be possible when combined and implemented.

For this reason, it is best to use this solution when approaching complex problems with large teams and the ability to combine several problem-solving methods into one.

Six Thinking Hats

The Six Thinking Hats theory is a concept designed for a team with a lot of differing conflict styles and problem-solving techniques. This method was developed to help sort through the various techniques that people may use and help a team find a solution that works for everyone involved. It helps to organize thinking and lead the conversation to the best possible solution.

Within this system, there are six different “hats” that identify with the various aspects of the decision-making process: the overall process, idea generation, intuition and emotions, values, information gathering, and caution or critical thinking. The group agrees to participate in the process by agreeing on which of the hats the group is wearing at a given moment. This helps set parameters and expectations around what the group is attempting to achieve at any moment.

This system is particularly good in a group with different conflict styles or where people have a hard time collecting and organizing their thoughts. It can be incredibly beneficial for complex problems with many moving parts. It can also help groups identify how each of the smaller sections relates to the big picture and help create new ideas to answer the overall problem.

However, it can derail if the group focuses too heavily or for too long on one of the “hats.” The group should ensure that they have a facilitator to guide them through the process and ensure that each idea and section is considered adequately.

Trial and Error

The trial and error process takes over the evaluation and selection process and instead chooses to try out each of the alternatives to determine what the best option would be. It allows the team to gather data on each of the options and how they apply practically. It also provides the ability for the team to have an example of each possible answer to help a decision-maker determine what the best option is.

Problem-solving methods that focus on trial and error can be helpful when a team has a simple problem or a lot of time to test potential solutions, gather data, and determine an answer to the issue.

It can also be helpful when the team has a sense of the best guess for a solution but wants to test it out to determine if the data supports that option, or if they have several viable options and would like to identify the best one. However, it can be incredibly time-consuming to test each of the options and evaluate how they went. Time can often be saved by evaluating each option and selecting the best to test.

Other Problem-Solving Skills

In addition to the methods outlined above, other problem-solving skills can be used regardless of the model that is used. These techniques can round out the problem-solving process and help address either specific steps in the overall method or alter the step in some way to help it fit a specific situation.

Ask Good Questions

One of the best ways to work through any of the problem-solving models is to ask good questions. This will help the group find the issue at the heart of the problem and address that issue rather than the symptoms. The best questions will also help the group find viable solutions and pick the solution that the group can use to move forward. The more creative the questions , the more likely that they will produce innovative solutions.

Take a Step Back

Occasionally, paying attention to a problem too much can give the group tunnel vision and harm the overall processes that the group is using. Other times, the focus can lead to escalations in conflict. When this happens, it can be helpful to set aside the problem and give the group time to calm down. Once they have a chance to reconsider the options and how they apply, they can approach the issue with a new sense of purpose and determination. This can lead to additional creative solutions that may help the group find a new way forward.

Final Thoughts

Problem-solving can be a daunting part of life. However, with a good problem-solving method and the right techniques, problems can be addressed well and quickly. Applying some of these options outlined in this article can give you a head start in solving your next problem and any others that arise.

To learn more about problem-solving models, problem-solving activities, and more, contact ADR Times !

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Adopting the right problem-solving approach

May 4, 2023 You’ve defined your problem, ensured stakeholders are aligned, and are ready to bring the right problem-solving approach and focus to the situation to find an optimal solution. But what is the right problem-solving approach? And what if there is no single ideal course of action? In our 2013 classic  from the Quarterly , senior partner Olivier Leclerc  highlights the value of taking a number of different approaches simultaneously to solve difficult problems. Read on to discover the five flexons, or problem-solving languages, that can be applied to the same problem to generate richer insights and more innovative solutions. Then check out more insights on problem-solving approaches, and dive into examples of pressing challenges organizations are contending with now.

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Problem-Solving Strategies and Obstacles

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

Sean is a fact-checker and researcher with experience in sociology, field research, and data analytics.

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

What Is Problem-Solving?

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

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

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

The problem-solving process involves:

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

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

Problem-Solving Mental Processes

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

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

Problem-Solving Strategies

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

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

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

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

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

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

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

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

Trial and Error

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

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

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

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

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

How to Apply Problem-Solving Strategies in Real Life

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

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

Obstacles to Problem-Solving

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

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

How to Improve Your Problem-Solving Skills

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

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

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

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

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

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

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

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The Problem-Solving Process

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

By the Mind Tools Content Team

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

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

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

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

1. Define the Problem

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

2. Analyze the Problem

Ask yourself, and others, the following questions.

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

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

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

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

3. Generate Potential Solutions

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

4. Select Best Solution

When selecting the best solution, consider:

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

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

5. Take Action

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

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

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

6. Monitor and Review

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

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

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

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

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10 Modeling Problem Solving

We’ve discussed in previous chapters how part of a tutor’s task is to model good learning habits. When tutors are organized, use good time management, and leverage resources, we demonstrate the skills that students can use to be successful learners.

Problem-solving is an additional skill that tutors model for students. An organized and- intentional problem-solving approach helps us to efficiently work through challenges, and many of us effectively problem solve without much thought given to our approach. 1 However, it makes sense to take a step back and do our best to model problem-solving best-practices. Remember that repeated demonstration of a tutor’s problem-solving strategies can help students learn from our example.

We know the tutor’s role is not to solve a student’s problem for them. How do we model good problem-solving, without actually solving the problem ourselves? It’s tricky, but not impossible. We can empower students to work their way through any problem by asking good questions and walking them through the steps of the process.

The Rational Problem-Solving Process

Problem-solving is something many of us have taught ourselves through practice. However, there are many scholars and professionals who have examined and broken down effective problem-solving strategies into a series of logical steps. 2 We can check our own process by reflecting on what has been written about best-practices in problem-solving, and maybe make changes to be more consistent and effective. This can better prepare tutors to guide a student through the process when we apply it in a tutoring session.

Step 1: Define the Problem

It may seem obvious to state that the first step in solving a problem is to notice that we have a problem. Unless we take time to understand precisely what is wrong, however, we may find ourselves creating a solution that doesn’t actually fix anything. It’s very common to dive straight into devising a solution only to find that we’ve solved the wrong problem. Alternatively, we might develop a solution only to discover that the real problem is bigger than we thought.

A good practice for starting out is to try to define the problem in words. By writing or stating a problem definition, we’re challenged to identify the root cause, and this information can guide us in developing effective solutions.

In a tutoring session, sometimes the problem can take a variety of forms. The problem could be:

• the literal problem given in a student’s homework assignment (a word problem in math, or a case study in biology, for example.)
• a lack of clarity in assignment instructions.
• the student not having a strategy for planning a project or starting a paper.
• the student lacking confidence to tackle their homework or study independently

Keep in mind that the form the “problem” takes will change based on the student’s needs and goals. If the problem is that the student doesn’t understand something, the first step is to identify precisely what they don’t understand. If the problem is that something is missing, then understanding exactly what necessary parts are missing is the first step.

In a tutoring session this may mean asking the student to start the process, or begin describing the concept from the beginning, until they reach the point where things become unclear. Together, you can determine where the gaps are, and begin to develop a problem definition.

Step 2: Pull from Existing Knowledge

After we’ve identified and defined the problem, the next step is to ask ourselves what we already know about the situation. Take an inventory. What information do we already have? What can we learn from the context? What resources have we been given?

When working with a student, pulling from existing knowledge might involve reviewing the concepts already covered and the student’s existing knowledge of the course material. It may also mean reaching into material and experiences outside of the student’s course.

Some helpful questions to guide this step include:

• What does the student know about topics related to the course material?
• What experience might the student have from prior courses?
• In what context might the student have heard these ideas discussed in their everyday lives or in popular culture?

When we encourage students to step back and really take account of everything they already know about the problem and its context, they can be surprised at how much knowledge they actually bring.

Step 3: Refer to support materials

Once we’ve pulled from the knowledge we already have, we can expand our search for supporting knowledge to outside resources. Are there reference materials we can access? Are there experts we can consult?

The first thing we can encourage students to do is to refer to their course texts, notes, study guides, and materials provided by the class instructor. These are often the best places to start because they’re most likely to provide relevant information. Once these resources have been referenced, we can also encourage students to look for information and guidance from other academic resources.

Students often forget that they can reference what others have written about their problem. Outside textbooks and supporting texts may offer similar ideas presented in a different way, and this could help the student approach the problem with new understanding or perspective. Online research and reference materials are good places to look for clarification of rules, theories, laws, formulas, processes, and examples. While these sources may not be quite as specific to a student’s class assignment, they can sometimes provide confirmation or clarity in areas where a student might need it.

Students should be made to feel free to leverage other academic supports as well. They are already leveraging one aspect of this support when they come to see a tutor. Other supports may include making use of the library or computer center, visiting their instructor’s office hours to ask questions, or even reaching out to other classmates. It’s always helpful for tutors to remind the student that these other supports are available and to encourage them to use these resources.

If a student is unsure or intimidated by contacting an instructor or a classmate, or is uncomfortable learning how to use other support resources, encouragement from a tutor can often be the nudge a student needs. Remind them of these supports and offer to help them access them where appropriate.

Step 4: Brainstorm Solutions

There’s usually more than one way to solve a problem, and it’s helpful to brainstorm multiple solutions to find the one that works best.

It’s important that tutors allow students to take an active role in developing their own solutions to the problem. This is where our Socratic questioning skills become really crucial and can help the students to apply what they know to the problem they’ve identified. The tutor’s role here is to facilitate the solution-generating process, contributing where appropriate, and helping to guide the student in a productive direction.

It is possible that the student will suggest a solution that we know will not solve the problem. Depending on the nature and scale of the problem, it may not always be appropriate for us to tell the student that we think it won’t work. Guiding the student through the problem-solving process is about helping students to engage with the process itself. That way, they can feel confident applying it on their own, even when a helpful tutor isn’t around to give hints. It’s up to each tutor in each situation to decide when it is appropriate to expedite the process by providing insights into solutions, and when it is best to allow students to test their solutions to determine their effectiveness.

Step 5: Test a Solution

Choose a solution and try it out. Maybe it will work! Maybe it doesn’t. Having a variety of solutions to try is why we brainstorm more than one. Though trial and error can sometimes feel frustrating, it is in the testing of our solutions that we often learn the most. We’re able to better understand the parts that work, the parts that don’t, and hopefully learn the reasons why. This can result in solutions that are more efficient and better suited to our needs.

Solution-testing is an opportunity for students to learn from mistakes in a safe, low-risk way. Often mistakes in class result in deducted points, a bad grade, or maybe an embarrassing moment in from t of classmates. As a guide through the problem-solving process, tutors can help students to see mistakes as necessary and helpful steps on the way to a solution that works, rather than as failures. It’s important that the tutor help the student see mistakes as progress, especially when a student becomes discouraged. This helps the student maintain a growth mindset while identifying ways to improve.

Step 6: Revising the Solution

When a solution doesn’t work, it may not mean the whole idea was bad. Maybe it needs some revisions and refining, but doesn’t always need to be discarded. We can use what we learned from solution-testing to make effective revisions.

This may mean we guide a student back to previous steps in the problem-solving process. Students may once more need to pull from existing knowledge, revisit those support materials, or look at some of the alternative solutions that the student developed.

Step 7: Revisit the Problem

We’ve got a solution that works! Did it fix our problem? If yes, then great!

Sometimes, however, a solution may “work,” without fixing our problem.

When this happens, we need to revisit the problem definition. Do we really understand it? Is there a detail we didn’t consider when developing our solutions? Did we misinterpret what the problem actually is when we crafted our problem definition?

At this point, perhaps we need to revise the solution once more. Sometimes in our process of researching and brainstorming, we can get off course, and taking time to refer to the initial problem can help us recalibrate our efforts and get us back on track.

Other times we may need re-define our problem. Perhaps after developing and testing several solutions, it becomes clear that the real problem is different than what we initially thought it was. Or perhaps our solutions address parts of the problem, but don’t get to the deeper root of the issue.

When a student has worked through the problem-solving process and still feels stuck, tutors can guide them to revisit the problem and clarify the initial goal. Returning to previous steps of the process as needed is normal and often necessary. Ensuring students that they’re still correctly applying the process, even when they need to jump back and forth between these steps, can help keep them from getting discouraged.

Quickwrite Exercise

Think back to a time you solved a problem in the past. It could be an obstacle you encountered in an academic setting (completing an assignment, researching for a paper, troubleshooting a technical problem) or in your personal life.

Take a moment to reflect:

• Did you use pieces of the rational problem solving process, without knowing?
• If you could go back and approach the problem again, how would you implement this problem solving approach? What would it look like? How would it have been different?

Facilitating the Problem-Solving Process

The rational problem-solving process is an excellent tool to help tutors guide students through problems big and small. This organized way of approaching the task can help us make sure we’re heading in a productive direction, from solving a math problem to developing a strategy to finish a research paper. How do we ensure we’re empowering students to use this process on their own?

It can be helpful to both tutors and students to use the process as a checklist during a problem-solving session. We can name each step as we move through, and make it clear to the student the purpose of each activity. This doesn’t mean we turn a session of math tutoring into a lesson on the problem-solving process, but explicitly stating the names of each step can make it clear to the student the purpose of each activity, and help them to become familiar with the process. If we “narrate” our process as we go, students can experience a guided problem-solving process during their tutoring session and be encouraged to apply it independently.

Once we’ve guided a student through the process, we can then provide opportunities for the student to take charge. We can prompt the student to move from step to step, supporting them in their problem-solving efforts along the way. This guided practice can help students to become well-versed in the process itself, and to feel more comfortable applying it independently. 3

Something to Try

In your next session, when a student comes to you with a problem, use your Socratic questioning skills to walk the student through the problem solving process. (This may be something you’re already implementing naturally!)

Be deliberate about each step. Assist the student in defining the problem, guide the student to collect their existing knowledge, help the student pull from reference materials available, etc.

How does it work for you?

Practicing the Problem-Solving Process

Don’t forget, that while this process is an excellent tool for helping students to solve problems during a session, it can also help tutors to problem-solve during a session!

Perhaps you encounter a student faced with a problem you yourself don’t know how to solve. No worries! The problem-solving process works just the same.

We can apply it to challenges with assignments, and we can also apply it to other issues we encounter during a tutoring session. Every student is unique, and it may take some problem-solving to learn how to best work with each student. Identifying the “problem,” pulling from our knowledge, consulting our supports, brainstorming, and testing solutions are all ways tutors can determine how best to assist students.

• Dane, E., Baer, M., Pratt, M. G., and Oldham, G. R. (2011). Rational versus intuitive problem solving: How thinking “off the beaten path” can stimulate creativity. Psychology of Aesthetics, Creativity, and the Arts.  5 (1), 3–12.  https://doi.org/10.1037/a0017698.
• Uzonwanne F.C. (2016). Rational Model of Decision Making. In: Farazmand A. (eds) Global Encyclopedia of Public Administration, Public Policy, and Governance. Springer, Cham. https://doi.org/10.1007/978-3-319-31816-5_2474-1.
• Klegeris, A., Bahniwal, M., and Hurren, H. (2017). Improvement in Generic Problem-Solving Abilities of Students by Use of Tutor-less Problem-Based Learning in a Large Classroom Setting. Life Sciences Education. 12(1), 1-116. https://doi.org/10.1187/cbe.12-06-0081.

Additional Resources:

McNamera, C. (2020). Problem Solving and Decision Making (Solving Problems and Making Decisions). Free Management Library. Authenticity Consulting LLC. https://managementhelp.org/personalproductivity/problem-solving.htm . Accessed 26 Apr. 2021.

Nezu C., Palmatier, A., and Nezu, A. (2004). Social Problem-Solving Training for Caregivers. In Chang, D’Zurilla, & Sanna (Eds.) Social Problem Solving: Theory, Research, and Training. (223-238). American Psychological Association. https://doi.org/10.1037/10805-013 .

Nezu, A., Nezu, C., and D’Zurilla, T. (2007). Solving Life’s problems: a 5 Step Guide to Enhanced Well-Being. Springer Publishing Company LLC. https://www.springerpub.com/solving-life-s-problems-9780826114891.html .

Scott, G. M., Lonergan, D. C., and Mumford, M.D. (2010).  Conceptual Combination: Alternative Knowledge Structures, Alternative Heuristics. Creativity Research Journal. 17(1), 79-98. https://www.tandfonline.com/doi/abs/10.1207/s15326934crj1701_7 .

Tutor Handbook Copyright © 2021 by Penny Feltner and gapinski is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License , except where otherwise noted.

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Using Mathematical Modeling to Get Real With Students

Unlike canned word problems, mathematical modeling plunges students into the messy complexities of real-world problem solving.  

How do you bring math to life for kids? Illustrating the boundless possibilities of mathematics can be difficult if students are only asked to examine hypothetical situations like divvying up a dessert equally or determining how many apples are left after sharing with friends, writes third- and fourth- grade teacher Matthew Kandel for Mathematics Teacher: Learning and Teaching PK-12 .

In the early years of instruction, it’s not uncommon for students to think they’re learning math for the sole purpose of being able to solve word problems or help fictional characters troubleshoot issues in their imaginary lives, Kandel says. “A word problem is a one-dimensional world,” he writes. “Everything is distilled down to the quantities of interest. To solve a word problem, students can pick out the numbers and decide on an operation.” 

But through the use of mathematical modeling, students are plucked out of the hypothetical realm and plunged into the complexities of reality—presented with opportunities to help solve real-world problems with many variables by generating questions, making assumptions, learning and applying new skills, and ultimately arriving at an answer.

In Kandel’s classroom, this work begins with breaking students into small groups, providing them with an unsharpened pencil and a simple, guiding question: “How many times can a pencil be sharpened before it is too small to use?”

Setting the Stage for Inquiry 

The process of tackling the pencil question is not unlike the scientific method. After defining a question to investigate, students begin to wonder and hypothesize—what information do we need to know?—in order to identify a course of action. This step is unique to mathematical modeling: Whereas a word problem is formulaic, leading students down a pre-existing path toward a solution, a modeling task is “free-range,” empowering students to use their individual perspectives to guide them as they progress through their investigation, Kandel says. 

Modeling problems also have a number of variables, and students themselves have the agency to determine what to ignore and what to focus their attention on. 

After inter-group discussions, students in Kandel’s classroom came to the conclusion that they’d need answers to a host of other questions to proceed with answering their initial inquiry: 

• How much does the pencil sharpener remove? 
• What is the length of a brand new, unsharpened pencil? 
• Does the pencil sharpener remove the same amount of pencil each time it is used?

Introducing New Skills in Context

Once students have determined the first mathematical question they’d like to tackle (does the pencil sharpener remove the same amount of pencil each time it is used?), they are met with a roadblock. How were they to measure the pencil if the length did not fall conveniently on an inch or half inch? Kandel took the opportunity to introduce a new target skill which the class could begin using immediately: measuring to the nearest quarter inch. 

“One group of students was not satisfied with the precision of measuring to the nearest quarter inch and asked to learn how to measure to the nearest eighth of an inch,” Kandel explains. “The attention and motivation exhibited by students is unrivaled by the traditional class in which the skill comes first, the problem second.” 

Students reached a consensus and settled on taking six measurements total: the initial length of the new, unsharpened pencil as well as the lengths of the pencil after each of five sharpenings. To ensure all students can practice their newly acquired skill, Kandel tells the class that “all group members must share responsibility, taking turns measuring and checking the measurements of others.” 

Next, each group created a simple chart to record their measurements, then plotted their data as a line graph—though exploring other data visualization techniques or engaging students in alternative followup activities would work as well.

“We paused for a quick lesson on the number line and the introduction of a new term—mixed numbers,” Kandel explains. “Armed with this new information, students had no trouble marking their y-axis in half- or quarter-inch increments.” 

Sparking Mathematical Discussions

Mathematical modeling presents a multitude of opportunities for class-wide or small-group discussions, some which evolve into debates in which students state their hypotheses, then subsequently continue working to confirm or refute them. 

Kandel’s students, for example, had a wide range of opinions when it came to answering the question of how small of a pencil would be deemed unusable. Eventually, the class agreed that once a pencil reached 1 ¼ inch, it could no longer be sharpened—though some students said they would be able to still write with it. 

“This discussion helped us better understand what it means to make an assumption and how our assumptions affected our mathematical outcomes,” Kandel writes. Students then indicated the minimum size with a horizontal line across their respective graphs. 

Many students independently recognized the final step of extending their line while looking at their graphs. With each of the six points representing their measurements, the points descended downward toward the newly added horizontal “line of inoperability.” 

With mathematical modeling, Kandel says, there are no right answers, only models that are “more or less closely aligned with real-world observations.” Each group of students may come to a different conclusion, which can lead to a larger class discussion about accuracy. To prove their group had the most accurate conclusion, students needed to compare and contrast their methods as well as defend their final result. 

Developing Your Own Mathematical Models

The pencil problem is a great starting point for introducing mathematical modeling and free-range problem solving to your students, but you can customize based on what you have available and the particular needs of each group of students.

Depending on the type of pencil sharpener you have, for example, students can determine what constitutes a “fair test” and set the terms of their own inquiry. 

Additionally, Kandel suggests putting scaffolds in place to allow students who are struggling with certain elements to participate: Simplified rulers can be provided for students who need accommodations; charts can be provided for students who struggle with data collection; graphs with prelabeled x- and y-axes can be prepared in advance.

.css-1sk4066:hover{background:#d1ecfa;} 7 Real-World Math Strategies

Students can also explore completely different free-range problem solving and real world applications for math . At North Agincourt Jr. Public School in Scarborough, Canada, kids in grades 1-6 learn to conduct water audits. By adding, subtracting, finding averages, and measuring liquids—like the flow rate of all the water foundations, toilets, and urinals—students measure the amount of water used in their school or home in a single day. 

Or you can ask older students to bring in common household items—anything from a measuring cup to a recipe card—and identify three ways the item relates to math. At Woodrow Petty Elementary School in Taft, Texas, fifth-grade students display their chosen objects on the class’s “real-world math wall.” Even acting out restaurant scenarios can provide students with an opportunity to reinforce critical mathematical skills like addition and subtraction, while bolstering an understanding of decimals and percentages. At Suzhou Singapore International School in China, third- to fifth- graders role play with menus, ordering fictional meals and learning how to split the check when the bill arrives. 

Critical & Creative Thinking - OER & More Resources: IDEAL problem solving

• Self evaluation
• Creating goals
• Creating personal mission statement
• Creative Thinking
• Problem Solving
• IDEAL problem solving
• CRITICAL THINKING
• Critical Thinking Tips
• Logic Terms
• Logic Traps
• Free OER Textbooks
• More Thinking: OER
• Ethics - OER Textbooks
• Evidence-Based Critical Thinking
• BELIEFS & BIAS
• Limits of Perception
• Reality & Assumptions
• Stereotypes & Race
• MAKING YOUR CASE
• Argument (OER)
• Inductive Arguments
• Information Literacy: Be Savvy about your Sources
• Persuasive Speaking (OER)
• Philosophy & Thinking
• WiPhi Philosophy Project
• Browse All Guides

VM: I had to inter-library loan this item to read the original content.  This is highly cited throughout literature, so I wanted to have a good grasp on what it covered.  Here are my notes and commentary:

•  Full text From TNtech.edu: "Ideal Problem Solver, 2 ed." (c) 1984, 1993 more... less... Thanks to Center for Assessment & Improvement of Learning - Reports & Publications"
• Full text from ERIC: The IDEAL Workplace: Strategies for Improving Learning, Problem Solving, and Creativity
• Show your support: The Ideal Problem Solver: A Guide to Improving Thinking, Learning, and Creativity Second Edition

The reason you should learn the IDEAL method is so you don't need to avoid problems.  The more know about and practice problem solving, the easier it gets.  It is learnable skill. It also prompts you to look for problems and solutions instead of just doing things the same old way.

Improvement of problem solving skills.  

Model for analyzing the processes that underlie effective problem solving.

IDEAL Model for improving problem solving (Verbatim copy of Fig 2.1; p.12)

I = Identifying the problem.

D = Define and represent the problem.

E = Explore possible strategies.

A = Act on the strategies.

L = Look back and evaluate the effects of your activities.

ELABORATION:

I = Identifying that there is a problem that, once described as a problem, may be solved or improved.

D = Define and represent the problem.  Draw it instead of trying to imagine it.

E = Explore possible strategies & alternative approaches or viewpoints. 

General strategies: Break problem down into small simple problems. Working a problem backwards. Build scale model Try simulation experiment, with smaller or simpler sets.

A = Act on the strategies. Try, then reflect or recall. Actively try learning strategy.

L = Look back and evaluate the effects of your activities. Look at results of learning strategy used: Does it work to allow full recall?

"Many students make the mistake of assuming that they have "learned" adequately if the information seems to make sense as they read it in a textbook or hear it in a lecture."    (p. 23" Must  use or practice, recall, or paraphrase - in order to evaluate effectiveness of learning.  

Math: Do example problems before looking at solution to practice concepts.  Look at solution to see where you went wrong (or not). 

Don't let the test be the first time you evaluate your understanding of material

Problem identification and definition.

Proof of concept - act/look/evaluate.

To find an answer to a problem, you can dig deeper, or dig somewhere else.  

Question assumptions about limits  The old - think outside the box- strategy.

When memorizing, know what you need to remember  Definitions?  Concepts? Graphs?  Dates?  each teacher has different priorities...ask them what to focus on

Ways to solve problem of learning new information.

Techniques for improving memory.

Short term meomory

Long term memory

Remembering people's names

Studying for an essay test.

Using cues to retrieve information.  For example, you can remember IDEAL first and that will help you reconstruct the idea of how to solve problems.

Some strategies for remembering information:

Make a story full of memorable images.  

Funny obnoxious "vivid images" or "mental pictures" are more memorabl e. (Ex: random words in a list, passwords, people's names. Banana vomit haunts me.)

Rehearse over and over - over learn.   (Ex: Memorizing a phone number 867-5309 )

Rehearse words in groups - chunking. (Ex: Memorizing a part in a play, poems, pledges, short stories.)

Organize words into conceptual categories - Look for unifying relationships. (Recall, order not important. Ex: Shopping list, points in an essay.)

Look for similarities and coincidences in the words themselves. (Ex: How many words have e's, or 2 syllables, or have pun-ishing homonyms)

The feet that use the manual transmission car pedals are, from left to right: ​ C ( L eft-foot) utch , the  B( R ight-foot) ake , and the  A ccelerato ( R ight-foot)

Does order mimic alphabetical order? The manual transmission car pedals are, from left to right, the C lutch, the B rake, and the A ccelerator )   

Use Acronyms I dentify D efine ​E xplore A ct ​L ook

Acronym- easily remembered word: FACE

Acrostic- easily remembered phrase:    E very G ood B oy D eserves F udge

• Modified image source: Commons.wikimedia.org

Don't waste time studying what you already know

Image - Name Strategy:

What is unique about the person?  What is unique about their name?

Find a relationship between the two.

Other Pairing Strategies:

method of loci: arranging words to be remembered in association with familiar location or path .

Peg-word method: arranging words to be remembered in association with number order or alphabet letter order .

Strategies to comprehend new information.

more difficult than

Strategies to memorize new information.

Learning with understanding - comprehending new information.

Knowledge of CORE CONCEPTS in a field SIMPLIFIES problem solving. 

Ways to approach a problem of learning information that seems to be arbitrary:

Over-learn:  rehearse the facts until they are mastered.  2+2=4

Find relationships between images or words that are memorable: story telling, silmilarieties, vivid images, pegging, etc.

When a concept seems unclear, learn more about it.

Memory- can be of seemingly arbitrary words or numbers: ROTE (Ex. Facts and relationships) appearance

Comprehension - is understanding significance or relationships or function

Novices often forced to memorize information until they learn enough (related concepts and context) to understand it.

The mere memorization of information rarely provides useful conceptual tools that enable one to solve new problems later on. (p. 61,69)

Taking notes will not necessarily lead to effective recall prompts. How do you know when you understand material? Self-test by trying to explain material to another person.That will expose gaps in understanding.

Recall answers or solve problems out of order to be sure you know which concepts to apply and why.

Look at mistakes made as soon as possible, and learn where you went wrong.

Uses of information require more or less precision in understanding, depending on context. (A pilot must know more about an airplane than a passenger.)

Evaluation basics: evaluate factual claims look for flaws in logic question assumptions that form the basis of the argument

Correlation does not necessarily prove cause and effect.

Importance of being able to criticize ideas and generate alternatives.

Strategies for effective criticism.

Strategies for formulating creative solutions.

Finding/understanding implicit assumptions that hamper brainstorming.

Strategies for making implicit assumptions explicit.

"The uncreative mind can spot wrong answers, but it takes a creative mnd to spot wrong questions ." Emphasis added. - Anthony Jay, (p.93)

Making implicit assumptions explicit: look for inconsistencies question assumptions make predictions analyze worst case get feedback & criticism from others

Increase generation of novel ideas: break down problem into smaller parts analyze properties on a simpler level use analogies use brainstorming give it a rest, sleep on it don't be in a hurry, let ideas incubate: ​talk to others, read, keep the problem in the back of your mind try to communicate your ideas as clearly as possible, preferably in writing. attempting to write or teach an idea can function as a discovery technique

Strategies for Effective Communication

What we are trying to accomplish (goal)

Evaluating communication fro effectiveness:

Identify and Define: Have you given audience basis to understand different points of view about a topic? Different problem definitions can lead to different solutions. Did you Explore pros and cons of different strategies? Did you take Action and then Look at consequences? Did you organize your content into main points that are easy to identify and remeber?

Did you use analogies and background information to put facts into context?

Did you make sure your facts were accurate and did you avoid making assumptions?Always check for logical fallacies and inconsistencies.  Did you include information that is novel and useful, instead of just regurgitating what everyone already knows?

After you communicate, get feedback and evaluate your strategies.  Look for effects, and learn from your mistakes.  (p. 117)

Identify and Define what (problem) you want to communicate, with respect to your audience and your goals. Explore strategies for communicating your ideas.Act - based on your strategies. Look at effects.

Summaries of Useful  Attitudes and Strategies: Anybody can use the IDEAL system to improve their problem solving skills.

Related Resources:

• Teaching The IDEAL Problem-Solving Method To Diverse Learners Written by: Amy Sippl
• << Previous: Problem Solving
• Next: CRITICAL THINKING >>
• Last Updated: Mar 13, 2024 3:04 PM
• URL: https://library.fvtc.edu/Thinking

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How to improve your problem solving skills and build effective problem solving strategies

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Effective problem solving is all about using the right process and following a plan tailored to the issue at hand. Recognizing your team or organization has an issue isn’t enough to come up with effective problem solving strategies. 

To truly understand a problem and develop appropriate solutions, you will want to follow a solid process, follow the necessary problem solving steps, and bring all of your problem solving skills to the table.  

We’ll first guide you through the seven step problem solving process you and your team can use to effectively solve complex business challenges. We’ll also look at what problem solving strategies you can employ with your team when looking for a way to approach the process. We’ll then discuss the problem solving skills you need to be more effective at solving problems, complete with an activity from the SessionLab library you can use to develop that skill in your team.

Let’s get to it! 

What is a problem solving process?

• What are the problem solving steps I need to follow?

Problem solving strategies

What skills do i need to be an effective problem solver, how can i improve my problem solving skills.

Solving problems is like baking a cake. You can go straight into the kitchen without a recipe or the right ingredients and do your best, but the end result is unlikely to be very tasty!

Using a process to bake a cake allows you to use the best ingredients without waste, collect the right tools, account for allergies, decide whether it is a birthday or wedding cake, and then bake efficiently and on time. The result is a better cake that is fit for purpose, tastes better and has created less mess in the kitchen. Also, it should have chocolate sprinkles. Having a step by step process to solve organizational problems allows you to go through each stage methodically and ensure you are trying to solve the right problems and select the most appropriate, effective solutions.

What are the problem solving steps I need to follow? 

All problem solving processes go through a number of steps in order to move from identifying a problem to resolving it.

Depending on your problem solving model and who you ask, there can be anything between four and nine problem solving steps you should follow in order to find the right solution. Whatever framework you and your group use, there are some key items that should be addressed in order to have an effective process.

We’ve looked at problem solving processes from sources such as the American Society for Quality and their four step approach , and Mediate ‘s six step process. By reflecting on those and our own problem solving processes, we’ve come up with a sequence of seven problem solving steps we feel best covers everything you need in order to effectively solve problems.

1. Problem identification 

The first stage of any problem solving process is to identify the problem or problems you might want to solve. Effective problem solving strategies always begin by allowing a group scope to articulate what they believe the problem to be and then coming to some consensus over which problem they approach first. Problem solving activities used at this stage often have a focus on creating frank, open discussion so that potential problems can be brought to the surface.

2. Problem analysis 

Though this step is not a million miles from problem identification, problem analysis deserves to be considered separately. It can often be an overlooked part of the process and is instrumental when it comes to developing effective solutions.

The process of problem analysis means ensuring that the problem you are seeking to solve is the right problem . As part of this stage, you may look deeper and try to find the root cause of a specific problem at a team or organizational level.

Remember that problem solving strategies should not only be focused on putting out fires in the short term but developing long term solutions that deal with the root cause of organizational challenges. 

Whatever your approach, analyzing a problem is crucial in being able to select an appropriate solution and the problem solving skills deployed in this stage are beneficial for the rest of the process and ensuring the solutions you create are fit for purpose.

3. Solution generation

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

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

4. Solution development

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

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

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

5. Decision making 

Nearly there! Once your group has reached consensus and selected a solution that applies to the problem at hand you have some decisions to make. You will want to work on allocating ownership of the project, figure out who will do what, how the success of the solution will be measured and decide the next course of action.

The decision making stage is a part of the problem solving process that can get missed or taken as for granted. Fail to properly allocate roles and plan out how a solution will actually be implemented and it less likely to be successful in solving the problem.

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

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

6. Solution implementation 

This is what we were waiting for! All problem solving strategies have the end goal of implementing a solution and solving a problem in mind. 

Remember that in order for any solution to be successful, you need to help your group through all of the previous problem solving steps thoughtfully. Only then can you ensure that you are solving the right problem but also that you have developed the correct solution and can then successfully implement and measure the impact of that solution.

Project management and communication skills are key here – your solution may need to adjust when out in the wild or you might discover new challenges along the way.

7. Solution evaluation 

So you and your team developed a great solution to a problem and have a gut feeling its been solved. Work done, right? Wrong. All problem solving strategies benefit from evaluation, consideration, and feedback. You might find that the solution does not work for everyone, might create new problems, or is potentially so successful that you will want to roll it out to larger teams or as part of other initiatives. 

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

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

It’s worth underlining how important record keeping is throughout the problem solving process. If a solution didn’t work, you need to have the data and records to see why that was the case. If you go back to the drawing board, notes from the previous workshop can help save time. Data and insight is invaluable at every stage of the problem solving process and this one is no different.

Problem solving workshops made easy

Problem solving strategies are methods of approaching and facilitating the process of problem-solving with a set of techniques , actions, and processes. Different strategies are more effective if you are trying to solve broad problems such as achieving higher growth versus more focused problems like, how do we improve our customer onboarding process?

Broadly, the problem solving steps outlined above should be included in any problem solving strategy though choosing where to focus your time and what approaches should be taken is where they begin to differ. You might find that some strategies ask for the problem identification to be done prior to the session or that everything happens in the course of a one day workshop.

The key similarity is that all good problem solving strategies are structured and designed. Four hours of open discussion is never going to be as productive as a four-hour workshop designed to lead a group through a problem solving process.

Good problem solving strategies are tailored to the team, organization and problem you will be attempting to solve. Here are some example problem solving strategies you can learn from or use to get started.

Use a workshop to lead a team through a group process

Often, the first step to solving problems or organizational challenges is bringing a group together effectively. Most teams have the tools, knowledge, and expertise necessary to solve their challenges – they just need some guidance in how to use leverage those skills and a structure and format that allows people to focus their energies.

Facilitated workshops are one of the most effective ways of solving problems of any scale. By designing and planning your workshop carefully, you can tailor the approach and scope to best fit the needs of your team and organization. 

Problem solving workshop

• Creating a bespoke, tailored process
• Tackling problems of any size
• Building in-house workshop ability and encouraging their use

Workshops are an effective strategy for solving problems. By using tried and test facilitation techniques and methods, you can design and deliver a workshop that is perfectly suited to the unique variables of your organization. You may only have the capacity for a half-day workshop and so need a problem solving process to match. 

By using our session planner tool and importing methods from our library of 700+ facilitation techniques, you can create the right problem solving workshop for your team. It might be that you want to encourage creative thinking or look at things from a new angle to unblock your groups approach to problem solving. By tailoring your workshop design to the purpose, you can help ensure great results.

One of the main benefits of a workshop is the structured approach to problem solving. Not only does this mean that the workshop itself will be successful, but many of the methods and techniques will help your team improve their working processes outside of the workshop. 

We believe that workshops are one of the best tools you can use to improve the way your team works together. Start with a problem solving workshop and then see what team building, culture or design workshops can do for your organization!

Run a design sprint

Great for: 

• aligning large, multi-discipline teams
• quickly designing and testing solutions
• tackling large, complex organizational challenges and breaking them down into smaller tasks

By using design thinking principles and methods, a design sprint is a great way of identifying, prioritizing and prototyping solutions to long term challenges that can help solve major organizational problems with quick action and measurable results.

Some familiarity with design thinking is useful, though not integral, and this strategy can really help a team align if there is some discussion around which problems should be approached first. 

The stage-based structure of the design sprint is also very useful for teams new to design thinking.  The inspiration phase, where you look to competitors that have solved your problem, and the rapid prototyping and testing phases are great for introducing new concepts that will benefit a team in all their future work. 

It can be common for teams to look inward for solutions and so looking to the market for solutions you can iterate on can be very productive. Instilling an agile prototyping and testing mindset can also be great when helping teams move forwards – generating and testing solutions quickly can help save time in the long run and is also pretty exciting!

Break problems down into smaller issues

Organizational challenges and problems are often complicated and large scale in nature. Sometimes, trying to resolve such an issue in one swoop is simply unachievable or overwhelming. Try breaking down such problems into smaller issues that you can work on step by step. You may not be able to solve the problem of churning customers off the bat, but you can work with your team to identify smaller effort but high impact elements and work on those first.

This problem solving strategy can help a team generate momentum, prioritize and get some easy wins. It’s also a great strategy to employ with teams who are just beginning to learn how to approach the problem solving process. If you want some insight into a way to employ this strategy, we recommend looking at our design sprint template below!

Use guiding frameworks or try new methodologies

Some problems are best solved by introducing a major shift in perspective or by using new methodologies that encourage your team to think differently.

Props and tools such as Methodkit , which uses a card-based toolkit for facilitation, or Lego Serious Play can be great ways to engage your team and find an inclusive, democratic problem solving strategy. Remember that play and creativity are great tools for achieving change and whatever the challenge, engaging your participants can be very effective where other strategies may have failed.

LEGO Serious Play

• Improving core problem solving skills
• Thinking outside of the box
• Encouraging creative solutions

LEGO Serious Play is a problem solving methodology designed to get participants thinking differently by using 3D models and kinesthetic learning styles. By physically building LEGO models based on questions and exercises, participants are encouraged to think outside of the box and create their own responses. 

Collaborate LEGO Serious Play exercises are also used to encourage communication and build problem solving skills in a group. By using this problem solving process, you can often help different kinds of learners and personality types contribute and unblock organizational problems with creative thinking. 

Problem solving strategies like LEGO Serious Play are super effective at helping a team solve more skills-based problems such as communication between teams or a lack of creative thinking. Some problems are not suited to LEGO Serious Play and require a different problem solving strategy.

Card Decks and Method Kits

• New facilitators or non-facilitators 
• Approaching difficult subjects with a simple, creative framework
• Engaging those with varied learning styles

Card decks and method kids are great tools for those new to facilitation or for whom facilitation is not the primary role. Card decks such as the emotional culture deck can be used for complete workshops and in many cases, can be used right out of the box. Methodkit has a variety of kits designed for scenarios ranging from personal development through to personas and global challenges so you can find the right deck for your particular needs.

Having an easy to use framework that encourages creativity or a new approach can take some of the friction or planning difficulties out of the workshop process and energize a team in any setting. Simplicity is the key with these methods. By ensuring everyone on your team can get involved and engage with the process as quickly as possible can really contribute to the success of your problem solving strategy.

Source external advice

Looking to peers, experts and external facilitators can be a great way of approaching the problem solving process. Your team may not have the necessary expertise, insights of experience to tackle some issues, or you might simply benefit from a fresh perspective. Some problems may require bringing together an entire team, and coaching managers or team members individually might be the right approach. Remember that not all problems are best resolved in the same manner.

If you’re a solo entrepreneur, peer groups, coaches and mentors can also be invaluable at not only solving specific business problems, but in providing a support network for resolving future challenges. One great approach is to join a Mastermind Group and link up with like-minded individuals and all grow together. Remember that however you approach the sourcing of external advice, do so thoughtfully, respectfully and honestly. Reciprocate where you can and prepare to be surprised by just how kind and helpful your peers can be!

Mastermind Group

• Solo entrepreneurs or small teams with low capacity
• Peer learning and gaining outside expertise
• Getting multiple external points of view quickly

Problem solving in large organizations with lots of skilled team members is one thing, but how about if you work for yourself or in a very small team without the capacity to get the most from a design sprint or LEGO Serious Play session? 

A mastermind group – sometimes known as a peer advisory board – is where a group of people come together to support one another in their own goals, challenges, and businesses. Each participant comes to the group with their own purpose and the other members of the group will help them create solutions, brainstorm ideas, and support one another. 

Mastermind groups are very effective in creating an energized, supportive atmosphere that can deliver meaningful results. Learning from peers from outside of your organization or industry can really help unlock new ways of thinking and drive growth. Access to the experience and skills of your peers can be invaluable in helping fill the gaps in your own ability, particularly in young companies.

A mastermind group is a great solution for solo entrepreneurs, small teams, or for organizations that feel that external expertise or fresh perspectives will be beneficial for them. It is worth noting that Mastermind groups are often only as good as the participants and what they can bring to the group. Participants need to be committed, engaged and understand how to work in this context. 

Coaching and mentoring

• Focused learning and development
• Filling skills gaps
• Working on a range of challenges over time

Receiving advice from a business coach or building a mentor/mentee relationship can be an effective way of resolving certain challenges. The one-to-one format of most coaching and mentor relationships can really help solve the challenges those individuals are having and benefit the organization as a result.

A great mentor can be invaluable when it comes to spotting potential problems before they arise and coming to understand a mentee very well has a host of other business benefits. You might run an internal mentorship program to help develop your team’s problem solving skills and strategies or as part of a large learning and development program. External coaches can also be an important part of your problem solving strategy, filling skills gaps for your management team or helping with specific business issues. 

Now we’ve explored the problem solving process and the steps you will want to go through in order to have an effective session, let’s look at the skills you and your team need to be more effective problem solvers.

Problem solving skills are highly sought after, whatever industry or team you work in. Organizations are keen to employ people who are able to approach problems thoughtfully and find strong, realistic solutions. Whether you are a facilitator , a team leader or a developer, being an effective problem solver is a skill you’ll want to develop.

Problem solving skills form a whole suite of techniques and approaches that an individual uses to not only identify problems but to discuss them productively before then developing appropriate solutions.

Here are some of the most important problem solving skills everyone from executives to junior staff members should learn. We’ve also included an activity or exercise from the SessionLab library that can help you and your team develop that skill. 

If you’re running a workshop or training session to try and improve problem solving skills in your team, try using these methods to supercharge your process!

Active listening

Active listening is one of the most important skills anyone who works with people can possess. In short, active listening is a technique used to not only better understand what is being said by an individual, but also to be more aware of the underlying message the speaker is trying to convey. When it comes to problem solving, active listening is integral for understanding the position of every participant and to clarify the challenges, ideas and solutions they bring to the table.

Some active listening skills include:

• Paying complete attention to the speaker.
• Removing distractions.
• Avoid interruption.
• Taking the time to fully understand before preparing a rebuttal.
• Responding respectfully and appropriately.
• Demonstrate attentiveness and positivity with an open posture, making eye contact with the speaker, smiling and nodding if appropriate. Show that you are listening and encourage them to continue.
• Be aware of and respectful of feelings. Judge the situation and respond appropriately. You can disagree without being disrespectful.   
• Observe body language. 
• Paraphrase what was said in your own words, either mentally or verbally.
• Remain neutral. 
• Reflect and take a moment before responding.
• Ask deeper questions based on what is said and clarify points where necessary.   

Active Listening   #hyperisland   #skills   #active listening   #remote-friendly   This activity supports participants to reflect on a question and generate their own solutions using simple principles of active listening and peer coaching. It’s an excellent introduction to active listening but can also be used with groups that are already familiar with it. Participants work in groups of three and take turns being: “the subject”, the listener, and the observer.

Analytical skills

All problem solving models require strong analytical skills, particularly during the beginning of the process and when it comes to analyzing how solutions have performed.

Analytical skills are primarily focused on performing an effective analysis by collecting, studying and parsing data related to a problem or opportunity. 

It often involves spotting patterns, being able to see things from different perspectives and using observable facts and data to make suggestions or produce insight. 

Analytical skills are also important at every stage of the problem solving process and by having these skills, you can ensure that any ideas or solutions you create or backed up analytically and have been sufficiently thought out.

Nine Whys   #innovation   #issue analysis   #liberating structures   With breathtaking simplicity, you can rapidly clarify for individuals and a group what is essentially important in their work. You can quickly reveal when a compelling purpose is missing in a gathering and avoid moving forward without clarity. When a group discovers an unambiguous shared purpose, more freedom and more responsibility are unleashed. You have laid the foundation for spreading and scaling innovations with fidelity.

Collaboration

Trying to solve problems on your own is difficult. Being able to collaborate effectively, with a free exchange of ideas, to delegate and be a productive member of a team is hugely important to all problem solving strategies.

Remember that whatever your role, collaboration is integral, and in a problem solving process, you are all working together to find the best solution for everyone. 

Marshmallow challenge with debriefing   #teamwork   #team   #leadership   #collaboration   In eighteen minutes, teams must build the tallest free-standing structure out of 20 sticks of spaghetti, one yard of tape, one yard of string, and one marshmallow. The marshmallow needs to be on top. The Marshmallow Challenge was developed by Tom Wujec, who has done the activity with hundreds of groups around the world. Visit the Marshmallow Challenge website for more information. This version has an extra debriefing question added with sample questions focusing on roles within the team.

Communication  

Being an effective communicator means being empathetic, clear and succinct, asking the right questions, and demonstrating active listening skills throughout any discussion or meeting. 

In a problem solving setting, you need to communicate well in order to progress through each stage of the process effectively. As a team leader, it may also fall to you to facilitate communication between parties who may not see eye to eye. Effective communication also means helping others to express themselves and be heard in a group.

Bus Trip   #feedback   #communication   #appreciation   #closing   #thiagi   #team   This is one of my favourite feedback games. I use Bus Trip at the end of a training session or a meeting, and I use it all the time. The game creates a massive amount of energy with lots of smiles, laughs, and sometimes even a teardrop or two.

Creative problem solving skills can be some of the best tools in your arsenal. Thinking creatively, being able to generate lots of ideas and come up with out of the box solutions is useful at every step of the process. 

The kinds of problems you will likely discuss in a problem solving workshop are often difficult to solve, and by approaching things in a fresh, creative manner, you can often create more innovative solutions.

Having practical creative skills is also a boon when it comes to problem solving. If you can help create quality design sketches and prototypes in record time, it can help bring a team to alignment more quickly or provide a base for further iteration.

The paper clip method   #sharing   #creativity   #warm up   #idea generation   #brainstorming   The power of brainstorming. A training for project leaders, creativity training, and to catalyse getting new solutions.

Critical thinking

Critical thinking is one of the fundamental problem solving skills you’ll want to develop when working on developing solutions. Critical thinking is the ability to analyze, rationalize and evaluate while being aware of personal bias, outlying factors and remaining open-minded.

Defining and analyzing problems without deploying critical thinking skills can mean you and your team go down the wrong path. Developing solutions to complex issues requires critical thinking too – ensuring your team considers all possibilities and rationally evaluating them. 

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

Data analysis 

Though it shares lots of space with general analytical skills, data analysis skills are something you want to cultivate in their own right in order to be an effective problem solver.

Being good at data analysis doesn’t just mean being able to find insights from data, but also selecting the appropriate data for a given issue, interpreting it effectively and knowing how to model and present that data. Depending on the problem at hand, it might also include a working knowledge of specific data analysis tools and procedures. 

Having a solid grasp of data analysis techniques is useful if you’re leading a problem solving workshop but if you’re not an expert, don’t worry. Bring people into the group who has this skill set and help your team be more effective as a result.

Decision making

All problems need a solution and all solutions require that someone make the decision to implement them. Without strong decision making skills, teams can become bogged down in discussion and less effective as a result. 

Making decisions is a key part of the problem solving process. It’s important to remember that decision making is not restricted to the leadership team. Every staff member makes decisions every day and developing these skills ensures that your team is able to solve problems at any scale. Remember that making decisions does not mean leaping to the first solution but weighing up the options and coming to an informed, well thought out solution to any given problem that works for the whole team.

Lightning Decision Jam (LDJ)   #action   #decision making   #problem solving   #issue analysis   #innovation   #design   #remote-friendly   The problem with anything that requires creative thinking is that it’s easy to get lost—lose focus and fall into the trap of having useless, open-ended, unstructured discussions. Here’s the most effective solution I’ve found: Replace all open, unstructured discussion with a clear process. What to use this exercise for: Anything which requires a group of people to make decisions, solve problems or discuss challenges. It’s always good to frame an LDJ session with a broad topic, here are some examples: The conversion flow of our checkout Our internal design process How we organise events Keeping up with our competition Improving sales flow

Dependability

Most complex organizational problems require multiple people to be involved in delivering the solution. Ensuring that the team and organization can depend on you to take the necessary actions and communicate where necessary is key to ensuring problems are solved effectively.

Being dependable also means working to deadlines and to brief. It is often a matter of creating trust in a team so that everyone can depend on one another to complete the agreed actions in the agreed time frame so that the team can move forward together. Being undependable can create problems of friction and can limit the effectiveness of your solutions so be sure to bear this in mind throughout a project. 

Team Purpose & Culture   #team   #hyperisland   #culture   #remote-friendly   This is an essential process designed to help teams define their purpose (why they exist) and their culture (how they work together to achieve that purpose). Defining these two things will help any team to be more focused and aligned. With support of tangible examples from other companies, the team members work as individuals and a group to codify the way they work together. The goal is a visual manifestation of both the purpose and culture that can be put up in the team’s work space.

Emotional intelligence

Emotional intelligence is an important skill for any successful team member, whether communicating internally or with clients or users. In the problem solving process, emotional intelligence means being attuned to how people are feeling and thinking, communicating effectively and being self-aware of what you bring to a room. 

There are often differences of opinion when working through problem solving processes, and it can be easy to let things become impassioned or combative. Developing your emotional intelligence means being empathetic to your colleagues and managing your own emotions throughout the problem and solution process. Be kind, be thoughtful and put your points across care and attention. 

Being emotionally intelligent is a skill for life and by deploying it at work, you can not only work efficiently but empathetically. Check out the emotional culture workshop template for more!

Facilitation

As we’ve clarified in our facilitation skills post, facilitation is the art of leading people through processes towards agreed-upon objectives in a manner that encourages participation, ownership, and creativity by all those involved. While facilitation is a set of interrelated skills in itself, the broad definition of facilitation can be invaluable when it comes to problem solving. Leading a team through a problem solving process is made more effective if you improve and utilize facilitation skills – whether you’re a manager, team leader or external stakeholder.

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

Flexibility 

Being flexible is a vital skill when it comes to problem solving. This does not mean immediately bowing to pressure or changing your opinion quickly: instead, being flexible is all about seeing things from new perspectives, receiving new information and factoring it into your thought process.

Flexibility is also important when it comes to rolling out solutions. It might be that other organizational projects have greater priority or require the same resources as your chosen solution. Being flexible means understanding needs and challenges across the team and being open to shifting or arranging your own schedule as necessary. Again, this does not mean immediately making way for other projects. It’s about articulating your own needs, understanding the needs of others and being able to come to a meaningful compromise.

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

Working in any group can lead to unconscious elements of groupthink or situations in which you may not wish to be entirely honest. Disagreeing with the opinions of the executive team or wishing to save the feelings of a coworker can be tricky to navigate, but being honest is absolutely vital when to comes to developing effective solutions and ensuring your voice is heard. 

Remember that being honest does not mean being brutally candid. You can deliver your honest feedback and opinions thoughtfully and without creating friction by using other skills such as emotional intelligence. 

Explore your Values   #hyperisland   #skills   #values   #remote-friendly   Your Values is an exercise for participants to explore what their most important values are. It’s done in an intuitive and rapid way to encourage participants to follow their intuitive feeling rather than over-thinking and finding the “correct” values. It is a good exercise to use to initiate reflection and dialogue around personal values.

Initiative 

The problem solving process is multi-faceted and requires different approaches at certain points of the process. Taking initiative to bring problems to the attention of the team, collect data or lead the solution creating process is always valuable. You might even roadtest your own small scale solutions or brainstorm before a session. Taking initiative is particularly effective if you have good deal of knowledge in that area or have ownership of a particular project and want to get things kickstarted.

That said, be sure to remember to honor the process and work in service of the team. If you are asked to own one part of the problem solving process and you don’t complete that task because your initiative leads you to work on something else, that’s not an effective method of solving business challenges.

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

Impartiality

A particularly useful problem solving skill for product owners or managers is the ability to remain impartial throughout much of the process. In practice, this means treating all points of view and ideas brought forward in a meeting equally and ensuring that your own areas of interest or ownership are not favored over others. 

There may be a stage in the process where a decision maker has to weigh the cost and ROI of possible solutions against the company roadmap though even then, ensuring that the decision made is based on merit and not personal opinion. 

Empathy map   #frame insights   #create   #design   #issue analysis   An empathy map is a tool to help a design team to empathize with the people they are designing for. You can make an empathy map for a group of people or for a persona. To be used after doing personas when more insights are needed.

Being a good leader means getting a team aligned, energized and focused around a common goal. In the problem solving process, strong leadership helps ensure that the process is efficient, that any conflicts are resolved and that a team is managed in the direction of success.

It’s common for managers or executives to assume this role in a problem solving workshop, though it’s important that the leader maintains impartiality and does not bulldoze the group in a particular direction. Remember that good leadership means working in service of the purpose and team and ensuring the workshop is a safe space for employees of any level to contribute. Take a look at our leadership games and activities post for more exercises and methods to help improve leadership in your organization.

Leadership Pizza   #leadership   #team   #remote-friendly   This leadership development activity offers a self-assessment framework for people to first identify what skills, attributes and attitudes they find important for effective leadership, and then assess their own development and initiate goal setting.

In the context of problem solving, mediation is important in keeping a team engaged, happy and free of conflict. When leading or facilitating a problem solving workshop, you are likely to run into differences of opinion. Depending on the nature of the problem, certain issues may be brought up that are emotive in nature. 

Being an effective mediator means helping those people on either side of such a divide are heard, listen to one another and encouraged to find common ground and a resolution. Mediating skills are useful for leaders and managers in many situations and the problem solving process is no different.

Conflict Responses   #hyperisland   #team   #issue resolution   A workshop for a team to reflect on past conflicts, and use them to generate guidelines for effective conflict handling. The workshop uses the Thomas-Killman model of conflict responses to frame a reflective discussion. Use it to open up a discussion around conflict with a team.

Planning 

Solving organizational problems is much more effective when following a process or problem solving model. Planning skills are vital in order to structure, deliver and follow-through on a problem solving workshop and ensure your solutions are intelligently deployed.

Planning skills include the ability to organize tasks and a team, plan and design the process and take into account any potential challenges. Taking the time to plan carefully can save time and frustration later in the process and is valuable for ensuring a team is positioned for success.

3 Action Steps   #hyperisland   #action   #remote-friendly   This is a small-scale strategic planning session that helps groups and individuals to take action toward a desired change. It is often used at the end of a workshop or programme. The group discusses and agrees on a vision, then creates some action steps that will lead them towards that vision. The scope of the challenge is also defined, through discussion of the helpful and harmful factors influencing the group.

Prioritization

As organisations grow, the scale and variation of problems they face multiplies. Your team or is likely to face numerous challenges in different areas and so having the skills to analyze and prioritize becomes very important, particularly for those in leadership roles.

A thorough problem solving process is likely to deliver multiple solutions and you may have several different problems you wish to solve simultaneously. Prioritization is the ability to measure the importance, value, and effectiveness of those possible solutions and choose which to enact and in what order. The process of prioritization is integral in ensuring the biggest challenges are addressed with the most impactful solutions.

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

Project management

Some problem solving skills are utilized in a workshop or ideation phases, while others come in useful when it comes to decision making. Overseeing an entire problem solving process and ensuring its success requires strong project management skills. 

While project management incorporates many of the other skills listed here, it is important to note the distinction of considering all of the factors of a project and managing them successfully. Being able to negotiate with stakeholders, manage tasks, time and people, consider costs and ROI, and tie everything together is massively helpful when going through the problem solving process. 

Record keeping

Working out meaningful solutions to organizational challenges is only one part of the process.  Thoughtfully documenting and keeping records of each problem solving step for future consultation is important in ensuring efficiency and meaningful change. 

For example, some problems may be lower priority than others but can be revisited in the future. If the team has ideated on solutions and found some are not up to the task, record those so you can rule them out and avoiding repeating work. Keeping records of the process also helps you improve and refine your problem solving model next time around!

Personal Kanban   #gamestorming   #action   #agile   #project planning   Personal Kanban is a tool for organizing your work to be more efficient and productive. It is based on agile methods and principles.

Research skills

Conducting research to support both the identification of problems and the development of appropriate solutions is important for an effective process. Knowing where to go to collect research, how to conduct research efficiently, and identifying pieces of research are relevant are all things a good researcher can do well. 

In larger groups, not everyone has to demonstrate this ability in order for a problem solving workshop to be effective. That said, having people with research skills involved in the process, particularly if they have existing area knowledge, can help ensure the solutions that are developed with data that supports their intention. Remember that being able to deliver the results of research efficiently and in a way the team can easily understand is also important. The best data in the world is only as effective as how it is delivered and interpreted.

Customer experience map   #ideation   #concepts   #research   #design   #issue analysis   #remote-friendly   Customer experience mapping is a method of documenting and visualizing the experience a customer has as they use the product or service. It also maps out their responses to their experiences. To be used when there is a solution (even in a conceptual stage) that can be analyzed.

Risk management

Managing risk is an often overlooked part of the problem solving process. Solutions are often developed with the intention of reducing exposure to risk or solving issues that create risk but sometimes, great solutions are more experimental in nature and as such, deploying them needs to be carefully considered. 

Managing risk means acknowledging that there may be risks associated with more out of the box solutions or trying new things, but that this must be measured against the possible benefits and other organizational factors. 

Be informed, get the right data and stakeholders in the room and you can appropriately factor risk into your decision making process. 

Decisions, Decisions…   #communication   #decision making   #thiagi   #action   #issue analysis   When it comes to decision-making, why are some of us more prone to take risks while others are risk-averse? One explanation might be the way the decision and options were presented.  This exercise, based on Kahneman and Tversky’s classic study , illustrates how the framing effect influences our judgement and our ability to make decisions . The participants are divided into two groups. Both groups are presented with the same problem and two alternative programs for solving them. The two programs both have the same consequences but are presented differently. The debriefing discussion examines how the framing of the program impacted the participant’s decision.

Team-building 

No single person is as good at problem solving as a team. Building an effective team and helping them come together around a common purpose is one of the most important problem solving skills, doubly so for leaders. By bringing a team together and helping them work efficiently, you pave the way for team ownership of a problem and the development of effective solutions. 

In a problem solving workshop, it can be tempting to jump right into the deep end, though taking the time to break the ice, energize the team and align them with a game or exercise will pay off over the course of the day.

Remember that you will likely go through the problem solving process multiple times over an organization’s lifespan and building a strong team culture will make future problem solving more effective. It’s also great to work with people you know, trust and have fun with. Working on team building in and out of the problem solving process is a hallmark of successful teams that can work together to solve business problems.

9 Dimensions Team Building Activity   #ice breaker   #teambuilding   #team   #remote-friendly   9 Dimensions is a powerful activity designed to build relationships and trust among team members. There are 2 variations of this icebreaker. The first version is for teams who want to get to know each other better. The second version is for teams who want to explore how they are working together as a team.

Time management 

The problem solving process is designed to lead a team from identifying a problem through to delivering a solution and evaluating its effectiveness. Without effective time management skills or timeboxing of tasks, it can be easy for a team to get bogged down or be inefficient.

By using a problem solving model and carefully designing your workshop, you can allocate time efficiently and trust that the process will deliver the results you need in a good timeframe.

Time management also comes into play when it comes to rolling out solutions, particularly those that are experimental in nature. Having a clear timeframe for implementing and evaluating solutions is vital for ensuring their success and being able to pivot if necessary.

Improving your skills at problem solving is often a career-long pursuit though there are methods you can use to make the learning process more efficient and to supercharge your problem solving skillset.

Remember that the skills you need to be a great problem solver have a large overlap with those skills you need to be effective in any role. Investing time and effort to develop your active listening or critical thinking skills is valuable in any context. Here are 7 ways to improve your problem solving skills.

Share best practices

Remember that your team is an excellent source of skills, wisdom, and techniques and that you should all take advantage of one another where possible. Best practices that one team has for solving problems, conducting research or making decisions should be shared across the organization. If you have in-house staff that have done active listening training or are data analysis pros, have them lead a training session. 

Your team is one of your best resources. Create space and internal processes for the sharing of skills so that you can all grow together. 

Ask for help and attend training

Once you’ve figured out you have a skills gap, the next step is to take action to fill that skills gap. That might be by asking your superior for training or coaching, or liaising with team members with that skill set. You might even attend specialized training for certain skills – active listening or critical thinking, for example, are business-critical skills that are regularly offered as part of a training scheme.

Whatever method you choose, remember that taking action of some description is necessary for growth. Whether that means practicing, getting help, attending training or doing some background reading, taking active steps to improve your skills is the way to go.

Learn a process 

Problem solving can be complicated, particularly when attempting to solve large problems for the first time. Using a problem solving process helps give structure to your problem solving efforts and focus on creating outcomes, rather than worrying about the format. 

Tools such as the seven-step problem solving process above are effective because not only do they feature steps that will help a team solve problems, they also develop skills along the way. Each step asks for people to engage with the process using different skills and in doing so, helps the team learn and grow together. Group processes of varying complexity and purpose can also be found in the SessionLab library of facilitation techniques . Using a tried and tested process and really help ease the learning curve for both those leading such a process, as well as those undergoing the purpose.

Effective teams make decisions about where they should and shouldn’t expend additional effort. By using a problem solving process, you can focus on the things that matter, rather than stumbling towards a solution haphazardly. 

Create a feedback loop

Some skills gaps are more obvious than others. It’s possible that your perception of your active listening skills differs from those of your colleagues. 

It’s valuable to create a system where team members can provide feedback in an ordered and friendly manner so they can all learn from one another. Only by identifying areas of improvement can you then work to improve them. 

Remember that feedback systems require oversight and consideration so that they don’t turn into a place to complain about colleagues. Design the system intelligently so that you encourage the creation of learning opportunities, rather than encouraging people to list their pet peeves.

While practice might not make perfect, it does make the problem solving process easier. If you are having trouble with critical thinking, don’t shy away from doing it. Get involved where you can and stretch those muscles as regularly as possible. 

Problem solving skills come more naturally to some than to others and that’s okay. Take opportunities to get involved and see where you can practice your skills in situations outside of a workshop context. Try collaborating in other circumstances at work or conduct data analysis on your own projects. You can often develop those skills you need for problem solving simply by doing them. Get involved!

Use expert exercises and methods

Learn from the best. Our library of 700+ facilitation techniques is full of activities and methods that help develop the skills you need to be an effective problem solver. Check out our templates to see how to approach problem solving and other organizational challenges in a structured and intelligent manner.

There is no single approach to improving problem solving skills, but by using the techniques employed by others you can learn from their example and develop processes that have seen proven results. 

Try new ways of thinking and change your mindset

Using tried and tested exercises that you know well can help deliver results, but you do run the risk of missing out on the learning opportunities offered by new approaches. As with the problem solving process, changing your mindset can remove blockages and be used to develop your problem solving skills.

Most teams have members with mixed skill sets and specialties. Mix people from different teams and share skills and different points of view. Teach your customer support team how to use design thinking methods or help your developers with conflict resolution techniques. Try switching perspectives with facilitation techniques like Flip It! or by using new problem solving methodologies or models. Give design thinking, liberating structures or lego serious play a try if you want to try a new approach. You will find that framing problems in new ways and using existing skills in new contexts can be hugely useful for personal development and improving your skillset. It’s also a lot of fun to try new things. Give it a go!

Encountering business challenges and needing to find appropriate solutions is not unique to your organization. Lots of very smart people have developed methods, theories and approaches to help develop problem solving skills and create effective solutions. Learn from them!

Books like The Art of Thinking Clearly , Think Smarter, or Thinking Fast, Thinking Slow are great places to start, though it’s also worth looking at blogs related to organizations facing similar problems to yours, or browsing for success stories. Seeing how Dropbox massively increased growth and working backward can help you see the skills or approach you might be lacking to solve that same problem. Learning from others by reading their stories or approaches can be time-consuming but ultimately rewarding.

A tired, distracted mind is not in the best position to learn new skills. It can be tempted to burn the candle at both ends and develop problem solving skills outside of work. Absolutely use your time effectively and take opportunities for self-improvement, though remember that rest is hugely important and that without letting your brain rest, you cannot be at your most effective. 

Creating distance between yourself and the problem you might be facing can also be useful. By letting an idea sit, you can find that a better one presents itself or you can develop it further. Take regular breaks when working and create a space for downtime. Remember that working smarter is preferable to working harder and that self-care is important for any effective learning or improvement process.

Want to design better group processes?

Over to you

Now we’ve explored some of the key problem solving skills and the problem solving steps necessary for an effective process, you’re ready to begin developing more effective solutions and leading problem solving workshops.

Need more inspiration? Check out our post on problem solving activities you can use when guiding a group towards a great solution in your next workshop or meeting. Have questions? Did you have a great problem solving technique you use with your team? Get in touch in the comments below. We’d love to chat!

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

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

What Is Problem Solving?

Definition and importance.

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

Problem-Solving Steps

The problem-solving process typically includes the following steps:

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

Defining the Problem

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

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

Generating Solutions

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

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

Evaluating and Selecting Solutions

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

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

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

Implementing and Monitoring the Solution

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

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

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

Problem-Solving Techniques

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

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

Brainstorming

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

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

When brainstorming, remember to:

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

Root Cause Analysis

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

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

SWOT Analysis

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

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

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

Mind Mapping

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

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

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

Examples of Problem Solving in Various Contexts

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

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

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

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

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

• Overcoming a personal obstacle, such as improving your fitness level, by establishing achievable goals, measuring progress, and adjusting your approach accordingly
• Navigating a new environment or city by researching your surroundings, asking for directions, or using technology like GPS to guide you
• Dealing with a sudden change, like a change in your work schedule, by assessing the situation, identifying potential impacts, and adapting your plans to accommodate the change.
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How to Be a More Creative Problem-Solver at Work: 8 Tips

• 01 Mar 2022

The importance of creativity in the workplace—particularly when problem-solving—is undeniable. Business leaders can’t approach new problems with old solutions and expect the same result.

This is where innovation-based processes need to guide problem-solving. Here’s an overview of what creative problem-solving is, along with tips on how to use it in conjunction with design thinking.

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What Is Creative Problem-Solving?

Encountering problems with no clear cause can be frustrating. This occurs when there’s disagreement around a defined problem or research yields unclear results. In such situations, creative problem-solving helps develop solutions, despite a lack of clarity.

While creative problem-solving is less structured than other forms of innovation, it encourages exploring open-ended ideas and shifting perspectives—thereby fostering innovation and easier adaptation in the workplace. It also works best when paired with other innovation-based processes, such as design thinking .

Creative Problem-Solving and Design Thinking

Design thinking is a solutions-based mentality that encourages innovation and problem-solving. It’s guided by an iterative process that Harvard Business School Dean Srikant Datar outlines in four stages in the online course Design Thinking and Innovation :

• Clarify: This stage involves researching a problem through empathic observation and insights.
• Ideate: This stage focuses on generating ideas and asking open-ended questions based on observations made during the clarification stage.
• Develop: The development stage involves exploring possible solutions based on the ideas you generate. Experimentation and prototyping are both encouraged.
• Implement: The final stage is a culmination of the previous three. It involves finalizing a solution’s development and communicating its value to stakeholders.

Although user research is an essential first step in the design thinking process, there are times when it can’t identify a problem’s root cause. Creative problem-solving addresses this challenge by promoting the development of new perspectives.

Leveraging tools like design thinking and creativity at work can further your problem-solving abilities. Here are eight tips for doing so.

8 Creative Problem-Solving Tips

1. empathize with your audience.

A fundamental practice of design thinking’s clarify stage is empathy. Understanding your target audience can help you find creative and relevant solutions for their pain points through observing them and asking questions.

Practice empathy by paying attention to others’ needs and avoiding personal comparisons. The more you understand your audience, the more effective your solutions will be.

2. Reframe Problems as Questions

If a problem is difficult to define, reframe it as a question rather than a statement. For example, instead of saying, "The problem is," try framing around a question like, "How might we?" Think creatively by shifting your focus from the problem to potential solutions.

Consider this hypothetical case study: You’re the owner of a local coffee shop trying to fill your tip jar. Approaching the situation with a problem-focused mindset frames this as: "We need to find a way to get customers to tip more." If you reframe this as a question, however, you can explore: "How might we make it easier for customers to tip?" When you shift your focus from the shop to the customer, you empathize with your audience. You can take this train of thought one step further and consider questions such as: "How might we provide a tipping method for customers who don't carry cash?"

Whether you work at a coffee shop, a startup, or a Fortune 500 company, reframing can help surface creative solutions to problems that are difficult to define.

3. Defer Judgment of Ideas

If you encounter an idea that seems outlandish or unreasonable, a natural response would be to reject it. This instant judgment impedes creativity. Even if ideas seem implausible, they can play a huge part in ideation. It's important to permit the exploration of original ideas.

While judgment can be perceived as negative, it’s crucial to avoid accepting ideas too quickly. If you love an idea, don’t immediately pursue it. Give equal consideration to each proposal and build on different concepts instead of acting on them immediately.

4. Overcome Cognitive Fixedness

Cognitive fixedness is a state of mind that prevents you from recognizing a situation’s alternative solutions or interpretations instead of considering every situation through the lens of past experiences.

Although it's efficient in the short-term, cognitive fixedness interferes with creative thinking because it prevents you from approaching situations unbiased. It's important to be aware of this tendency so you can avoid it.

5. Balance Divergent and Convergent Thinking

One of the key principles of creative problem-solving is the balance of divergent and convergent thinking. Divergent thinking is the process of brainstorming multiple ideas without limitation; open-ended creativity is encouraged. It’s an effective tool for generating ideas, but not every idea can be explored. Divergent thinking eventually needs to be grounded in reality.

Convergent thinking, on the other hand, is the process of narrowing ideas down into a few options. While converging ideas too quickly stifles creativity, it’s an important step that bridges the gap between ideation and development. It's important to strike a healthy balance between both to allow for the ideation and exploration of creative ideas.

6. Use Creative Tools

Using creative tools is another way to foster innovation. Without a clear cause for a problem, such tools can help you avoid cognitive fixedness and abrupt decision-making. Here are several examples:

Problem Stories

Creating a problem story requires identifying undesired phenomena (UDP) and taking note of events that precede and result from them. The goal is to reframe the situations to visualize their cause and effect.

To start, identify a UDP. Then, discover what events led to it. Observe and ask questions of your consumer base to determine the UDP’s cause.

Next, identify why the UDP is a problem. What effect does the UDP have that necessitates changing the status quo? It's helpful to visualize each event in boxes adjacent to one another when answering such questions.

The problem story can be extended in either direction, as long as there are additional cause-and-effect relationships. Once complete, focus on breaking the chains connecting two subsequent events by disrupting the cause-and-effect relationship between them.

Alternate Worlds

The alternate worlds tool encourages you to consider how people from different backgrounds would approach similar situations. For instance, how would someone in hospitality versus manufacturing approach the same problem? This tool isn't intended to instantly solve problems but, rather, to encourage idea generation and creativity.

7. Use Positive Language

It's vital to maintain a positive mindset when problem-solving and avoid negative words that interfere with creativity. Positive language prevents quick judgments and overcomes cognitive fixedness. Instead of "no, but," use words like "yes, and."

Positive language makes others feel heard and valued rather than shut down. This practice doesn’t necessitate agreeing with every idea but instead approaching each from a positive perspective.

Using “yes, and” as a tool for further idea exploration is also effective. If someone presents an idea, build upon it using “yes, and.” What additional features could improve it? How could it benefit consumers beyond its intended purpose?

While it may not seem essential, this small adjustment can make a big difference in encouraging creativity.

8. Practice Design Thinking

Practicing design thinking can make you a more creative problem-solver. While commonly associated with the workplace, adopting a design thinking mentality can also improve your everyday life. Here are several ways you can practice design thinking:

• Learn from others: There are many examples of design thinking in business . Review case studies to learn from others’ successes, research problems companies haven't addressed, and consider alternative solutions using the design thinking process.
• Approach everyday problems with a design thinking mentality: One of the best ways to practice design thinking is to apply it to your daily life. Approach everyday problems using design thinking’s four-stage framework to uncover what solutions it yields.
• Study design thinking: While learning design thinking independently is a great place to start, taking an online course can offer more insight and practical experience. The right course can teach you important skills , increase your marketability, and provide valuable networking opportunities.

Ready to Become a Creative Problem-Solver?

Though creativity comes naturally to some, it's an acquired skill for many. Regardless of which category you're in, improving your ability to innovate is a valuable endeavor. Whether you want to bolster your creativity or expand your professional skill set, taking an innovation-based course can enhance your problem-solving.

If you're ready to become a more creative problem-solver, explore Design Thinking and Innovation , one of our online entrepreneurship and innovation courses . If you aren't sure which course is the right fit, download our free course flowchart to determine which best aligns with your goals.

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Google Circle to Search can now solve maths problems for students: Here's how the feature works

Google's circle to search focuses on educational support by aiding students in understanding problem-solving techniques, with plans to expand to more complex equations using ai model learnlm..

Tech giant Google has unveiled a significant update to its Circle to Search feature during the annual developer conference, Google I/O. This enhancement aims to empower students by providing assistance with math and physics problems directly from their Android smartphones or tablets.

The revamped Circle to Search now offers a specialized tool tailored to guide students through solving homework problems in mathematics and physics. Unlike merely providing answers, Google emphasizes that the feature is designed to foster a deeper understanding of problem-solving techniques, aiding students in learning how to tackle challenges independently.

Through Circle to Search, students can activate AI-driven assistance for mathematical word problems, which systematically breaks down the problem and provides step-by-step instructions for finding the correct solution. Google underscores that the feature is intended as a supportive educational tool, rather than a shortcut for completing assignments.

This announcement comes amidst ongoing discussions surrounding the integration of AI tools in education, with concerns raised about potential misuse by students seeking to expedite their homework. Google addresses these concerns by positioning Circle to Search as a resource focused on facilitating learning and skill development.

Looking ahead, Google revealed plans to further expand the capabilities of Circle to Search. Soon, the functionality will be upgraded to tackle more intricate mathematical equations, encompassing symbolic formulas, diagrams, and graphs, suggests the American company.

Google will utilize LearnLM , its most recent AI model optimized explicitly for educational tasks, to drive these advanced capabilities.

In a blog post announcing the update, Google stated, "Starting today, Circle to Search can now help students with homework, giving them a deeper understanding, not just an answer — directly from their phones and tablets. When students circle a prompt they’re stuck on, they’ll get step-by-step instructions to solve a range of physics and math word problems without leaving their digital info sheet or syllabus. Later this year, Circle to Search will be able to help solve even more complex problems involving symbolic formulas, diagrams, graphs, and more. This is all possible due to our LearnLM effort to enhance our models and products for learning."

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How to Talk to an Employee Who Isn’t Meeting Expectations

• Jenny Fernandez

It’s an opportunity to address the gap between the work they’re delivering and the company’s goals.

Approaching a conversation about improving an employee’s performance requires preparation, empathy, and a focus on collaboration. Even though hearing the truth about their current performance will be tough and potentially hurtful, it’s a teaching moment managers must embrace to help them become more resilient and adept at problem-solving and developing professional relationships. The author offers several strategies for treating difficult performance conversations not as fault-finding missions, but instead as opportunities to work collaboratively to define a shared commitment to growth and development.

As a leadership and team coach, I frequently encounter situations where managers feel ill-equipped to give their team members negative performance feedback. These conversations can be particularly challenging because the stakes are high for both sides. Unfavorable performance reviews and ratings come with tangible consequences for an employee’s compensation and career progression. Further, if the negative feedback is a surprise to them, it might prompt them to start looking for a new job.

• Jenny Fernandez , MBA, is an executive and team coach, Columbia and NYU faculty, and future of work and brand strategist. She works with senior leaders and their teams to become more collaborative, innovative, and resilient. Her work spans Fortune 500 companies, startups, and higher education. Jenny has been recognized by LinkedIn as a “Top Voice in Executive Coaching, Leadership Development, and Personal Branding” and was invited to join the prestigious Marshall Goldsmith’s 100 Coaches community. She is a Gen Z advocate. Connect with her on LinkedIn .

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ChatGPT’s Next Magic Trick Is Singing and Solving Math Problems With Your Phone Camera

GPT-4o responds as fast as humans.

ChatGPT 4 may still be relatively new, but OpenAI is already iterating with an upgrade that can respond as quickly as humans do in normal conversation. The company showed off GPT-4o in a live demo , showing off its ability to use your phone’s camera to solve math equations and deliver a much more conversational voice assistant experience.

While we only have the event demo to go off of, GPT-4o looks impressive. It doesn’t even have to wait for you to finish your request and can roll with interruptions mid-prompt, bringing one step closer to living out Her in real life.

Even Faster Response Times

According to OpenAI, the GPT-4o model can respond as fast as 232 milliseconds to audio inputs. More realistically, it averages around 320 milliseconds to respond, which OpenAI said is similar to how fast humans respond in conversation.

On top of the speed, GPT-4o can handle interruptions and any adjustment requests. As seen in the bedtime story demo, GPT-4o immediately stopped talking when interrupted and quickly handled requests like adding more dramatic inflections, narrating in a robot voice, and even singing the entire prompt out loud. If that demo doesn’t convince you, two GPT-4o models improvising a song together should.

GPT-4o isn’t just more responsive to voice, it can also see better. The new vision features allow it to see through your device’s camera and understand things like handwritten math equations or messages . It’s eerie how genuinely touched GPT-4o sounds when it sees and understands a message that says “I Heart ChatGPT.” Even more impressive, GPT-4o can handle coding tasks and live translations between two people. This should feel way more natural than Google Translate when you’re trying to have a conversation in a foreign country.

Available for Free

OpenAI said the text and image capabilities for GPT-4o roll out today, but the voice feature will be coming to alpha within ChatGPT Plus in the coming weeks. Once it’s fully ready, the upgraded ChatGPT model will be available to all users, subscribers or otherwise. However, if you pay $20 per month for ChatGPT Plus , you’ll get five times the message limits of GPT-4o compared to the free version.

Anytime a large language model gets such an impressive update, we have to consider the potential for misuse . Considering how smoothly the live demo for solving the equation went, it looks like an even better way to help students get out of their math homework. However, OpenAI said that GPT-4o was built with new safety systems to offer guardrails on voice outputs. We’ll have to wait and see if these guardrails are enough.

ChatGPT's clever way of balancing 9 eggs with other objects convinced some Microsoft researchers that AI is becoming more like humans

• Microsoft researchers compared two versions of the ChatGPT AI technology.
• In one question it asked GPT-3 and GPT-4 how to stack a book, nine eggs, a laptop, a bottle, and a nail.
• According to The New York Times, researchers were startled by GPT-4's clever response.

Some Microsoft AI researchers were convinced that ChatGPT was becoming more like humans because of its clever answer to a balancing task, The New York Times reported.

In a 155-page study , Microsoft computer scientists explored the differences between GPT-3 and GPT-4. The latter version powers Bing's chatbot and ChatGPT's "Plus" model, which costs $20 a month.

The paper — titled "Sparks of Artificial General Intelligence" — looked at a range of challenges including complicated math, computer coding, and Shakespeare-style dialogue. But it was a basic reasoning exercise that made the latest OpenAI technology look so impressive.

"Here we have a book, nine eggs, a laptop, a bottle and a nail," researchers told the chatbot. "Please tell me how to stack them onto each other in a stable manner."

GPT-3 got a bit confused here, suggesting the researchers could balance the eggs on top of a nail, and then the laptop on top of that.

"This stack may not be very stable, so it is important to be careful when handling it," the bot said.

Related stories

But its upgraded successor had an answer that actually startled the researchers, according to the Times.

It suggested they could arrange the eggs in a three-by-three grid on top of the book, so the laptop and the rest of the objects could balance on it.

"The laptop will fit snugly within the boundaries of the book and the eggs, and its flat and rigid surface will provide a stable platform for the next layer," the bot said.

The fact that GPT-4 could solve a puzzle that required an understanding of the physical world showed it was a step towards artificial general intelligence — typically seen as machines that are just as capable as humans.

"All of the things I thought it wouldn't be able to do? It was certainly able to do many of them — if not most of them," Sébastien Bubeck, the paper's lead author, told the Times.

The quick advancements in technology have prompted the likes of the prominent AI investor Ian Hogarth to warn that AGI was "God-like" and could destroy humanity by making us obsolete.

There's still an uncertain future ahead, but the study said GPT-4 only showed "sparks" of AGI.

"Our claim that GPT-4 represents progress towards AGI does not mean that it is perfect at what it does," the researchers wrote. "Or that it comes close to being able to do anything that a human can do."

Axel Springer, Business Insider's parent company, has a global deal to allow OpenAI to train its models on its media brands' reporting.

Watch: What is ChatGPT, and should we be afraid of AI chatbots?

• Main content

Why RAG won’t solve generative AI’s hallucination problem

Hallucinations — the lies generative AI models tell, basically — are a big problem for businesses looking to integrate the technology into their operations.

Because models have no real intelligence and are simply predicting words, images, speech, music and other data according to a private schema , they sometimes get it wrong. Very wrong. In a recent piece in The Wall Street Journal, a source recounts an instance where Microsoft’s generative AI invented meeting attendees and implied that conference calls were about subjects that weren’t actually discussed on the call.

As I wrote a while ago, hallucinations may be an unsolvable problem with today’s transformer-based model architectures. But a number of generative AI vendors suggest that they can be done away with, more or less, through a technical approach called retrieval augmented generation, or RAG.

Here’s how one vendor, Squirro, pitches it :

At the core of the offering is the concept of Retrieval Augmented LLMs or Retrieval Augmented Generation (RAG) embedded in the solution … [our generative AI] is unique in its promise of zero hallucinations. Every piece of information it generates is traceable to a source, ensuring credibility.

Here’s a similar pitch from SiftHub:

Using RAG technology and fine-tuned large language models with industry-specific knowledge training, SiftHub allows companies to generate personalized responses with zero hallucinations. This guarantees increased transparency and reduced risk and inspires absolute trust to use AI for all their needs.

RAG was pioneered by data scientist Patrick Lewis, researcher at Meta and University College London, and lead author of the 2020 paper that coined the term. Applied to a model, RAG retrieves documents possibly relevant to a question — for example, a Wikipedia page about the Super Bowl — using what’s essentially a keyword search and then asks the model to generate answers given this additional context.

“When you’re interacting with a generative AI model like ChatGPT or Llama and you ask a question, the default is for the model to answer from its ‘parametric memory’ — i.e., from the knowledge that’s stored in its parameters as a result of training on massive data from the web,” David Wadden, a research scientist at AI2, the AI-focused research division of the nonprofit Allen Institute, explained. “But, just like you’re likely to give more accurate answers if you have a reference [like a book or a file] in front of you, the same is true in some cases for models.”

RAG is undeniably useful — it allows one to attribute things a model generates to retrieved documents to verify their factuality (and, as an added benefit, avoid potentially copyright-infringing regurgitation ). RAG also lets enterprises that don’t want their documents used to train a model — say, companies in highly regulated industries like healthcare and law — to allow models to draw on those documents in a more secure and temporary way.

But RAG certainly  can’t stop a model from hallucinating. And it has limitations that many vendors gloss over.

Wadden says that RAG is most effective in “knowledge-intensive” scenarios where a user wants to use a model to address an “information need” — for example, to find out who won the Super Bowl last year. In these scenarios, the document that answers the question is likely to contain many of the same keywords as the question (e.g., “Super Bowl,” “last year”), making it relatively easy to find via keyword search.

Things get trickier with “reasoning-intensive” tasks such as coding and math, where it’s harder to specify in a keyword-based search query the concepts needed to answer a request — much less identify which documents might be relevant.

Even with basic questions, models can get “distracted” by irrelevant content in documents, particularly in long documents where the answer isn’t obvious. Or they can — for reasons as yet unknown — simply ignore the contents of retrieved documents, opting instead to rely on their parametric memory.

RAG is also expensive in terms of the hardware needed to apply it at scale.

That’s because retrieved documents, whether from the web, an internal database or somewhere else, have to be stored in memory — at least temporarily — so that the model can refer back to them. Another expenditure is compute for the increased context a model has to process before generating its response. For a technology already notorious for the amount of compute and electricity it requires even for basic operations, this amounts to a serious consideration.

That’s not to suggest RAG can’t be improved. Wadden noted many ongoing efforts to train models to make better use of RAG-retrieved documents.

Some of these efforts involve models that can “decide” when to make use of the documents, or models that can choose not to perform retrieval in the first place if they deem it unnecessary. Others focus on ways to more efficiently index massive datasets of documents, and on improving search through better representations of documents — representations that go beyond keywords.

“We’re pretty good at retrieving documents based on keywords, but not so good at retrieving documents based on more abstract concepts, like a proof technique needed to solve a math problem,” Wadden said. “Research is needed to build document representations and search techniques that can identify relevant documents for more abstract generation tasks. I think this is mostly an open question at this point.”

So RAG can help reduce a model’s hallucinations — but it’s not the answer to all of AI’s hallucinatory problems. Beware of any vendor that tries to claim otherwise.

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