systematic problem solving requires

The Systematic Problem-Solving (SPS) Method:

Make better decisions tom g. stevens phd.

Solving problems is important in every area of human thinking. Learning general problem-solving skills can therefore help you improve your ability to cope with every area of your life. All disciplines of philosophy, business, science, and humanities have developed their own approach to solving problems. Remarkably, the problem-solving models developed by each of these areas are strikingly similar. I describe a simple problem-solving process that you can use to solve almost all problems.

Stages of the problem-solving process. The famous psychologist, Dr. Carl Rogers, was one of the first to help us understand how important self-exploration and problem-solving are for overcoming all types of personal, psychological, and daily-living problems. (1);

Consciously going through each of these four stages when solving any complex problem can be very useful. Following are the five stages of the problem-solving method.

STAGE 1: EXPLORATION OF THE PROBLEM

STAGE 2: EXPLORING ALTERNATIVE SOLUTIONS (Routes to Happiness);

STAGE 3: CHOOSING THE BEST ALTERNATIVE

STAGE 4: PLANNING AND ACTION

STAGE 5: EXPERIMENTING AND GATHERING FEEDBACK

During this stage, we gather all of the information we can about both external aspects of the problem and internal aspects. Good information gathering is not an easy process. Scientists spend their whole lives trying to learn about some very small piece of the world. The type of information-gathering process we use will depend upon the type of problem we are trying to solve. For information about the world the following are powerful skills to use.

•  Library reference skills
•  Observational skills
•  Informational interviewing skills
•  Critical thinking skills
•  Scientific method skills
•  Data analysis and statistical skills

Learning how to become an expert at identifying problems and finding causes is essential to become an expert in any field. The above skills are useful in solving many types of problems--even intra-personal ones. However, the focus of this book is how to be happy; and the key to happiness almost always involves not just external causes but internal ones as well.

It is usually much easier for most of us to observe an external event than an internal one. We have our external sensory organs to see and hear external events, but not internal ones. How do we observe that which we cannot see? We can learn to be better observers of our emotions, self-talk, and images.

The self-exploration process described above provides enough information to make you an expert at self-exploration. That is one of the most essential parts of developing your own inner therapist.

STAGE 2: EXPLORING ALTERNATIVE SOLUTIONS OR ROUTES TO HAPPINESS

Gather all the best information you can about possible solutions. Use brainstorming techniques, observe and consult with people who have overcome similar problems, read relevant material, consult experts, and recall your own relevant past experience. Look at both internal and external solutions.

Once you learn so many different routes to happiness, then you will be truly free to choose to be happy in almost any situation you face in life. The actual choice is made in stage 3 of the /problem-solving process. The appendix contains a very useful decision-making model for helping you make complex choices such as choosing a career or relationship. The following is a simple approach to making a decision between alternatives. (See Carkhuff Decision-Making Model, below, for a method for making complex decisions--for career or life planning.);

(1); List all the alternatives you are considering

(2); List all of the values or criteria that will be affected by the decision

(3); Evaluate each alternative by each criteria or value

(4); Choose the alternative which you predict will satisfy the criteria the best and lead to your greatest overall happiness

STAGE 4:  PLANNING AND ACTION (Experimenting);

Many decisions are made, but never implemented. See that you follow-up with good planning. Once you have made your choice, you can use some of the planning methods suggested in the O-PATSM method from chapter 11 to make sure that you follow through with your decision.

This is the stage of acting on your decision. Many people fear making mistakes and failure as if these were some terrible sins that they should never commit. That view of life of life makes every decision and action seem very serious and they often become very timid people who lack creativity and are plagued by guilt and fear of failure. Instead we can view every action as an experiment. If one of our overall goals in life is learning and growth, then we can never fail to learn. All people who have accomplished great happiness for themselves and contributed to others have shared the courage to act on their beliefs.

STAGE 5: GATHERING FEEDBACK

Many people hate to be evaluated and dread finding out the results of what they have done out of fear that the feedback will be negative. These fears can be serious impediments to the growth that can only happen through getting open, accurate feedback.

However, once learning and growth are important goals, then getting feedback becomes highly desirable. How else can we learn? Even negative outcomes can provide valuable information. Of course, almost everyone would rather have outcomes that maximize happiness; but when we don't, we can at least try to maximize our learning. Learning can help maximize happiness in the future.

We can also make the mistakes of dwelling on past mistakes that goes beyond constructive learning and reasonable reparations to victims and of punishing ourselves unnecessarily. Normally, there is no value to punishment--once a lesson has been learned. (2); Keep clear at all times that this problem-solving process is only a tool to serve the overall life goals of increased health, growth, and happiness.

CARKHUFF DECISION-MAKING MODEL:   This particular decision-making model is based upon one by Dr. Robert Carkhuff and follows the general guidelines of a considerable amount of research on how people can make more effective decisions. It can also be used for any other type of decision--from buying a new car to choosing a mate.

EXAMPLE OF USING THE DECISION-MAKING MODEL

The decision-making model will be illustrated in a way which you can use aa an analogy for making your own career decision. In this example, Henry is trying to decide whether to major in psychology or in computer science. Thus he has narrowed his alternatives to the following two:

1); majoring in psychology with a career goal of either going into high school counseling or teaching or 2); majoring in computer science with a possible goal of working as a computer programmer.

These are represented along the top axis of the following matrix.

  ** is the WINNER-it has the most points of the two alternatives

STEPS TO USING THE DECISION-MAKING MODEL--(use above example);

STEP 1-- LIST YOUR CAREER ALTERNATIVES. This is your refined list of alternatives of which majors or occupations you are trying to decide between. Remember, that you can list as many as you want. You can list unusual combinations of simpler alternatives. For Henry those narrowed alternatives were psychology and computer science.

STEP 2--CAREER SELECTION CRITERIA. Review your Career Selection Criteria list and write all the important career selection criteria in the far left column. Note that repeating the same idea or leaving out an important idea can affect the decision outcome.

STEP 3-- CRITERIA WEIGHTS. Evaluate the relative importance to you of each of your Career Selection Criteria on a scale of 1 to 10 (10 being the most important);. Write your answer in the column next to the selection criteria.

STEP 4--ALTERNATIVE EVALUATION SCALE. Each alternative is to be evaluated from the point of view of each selection criterion. You need to think about what this means for each selection criterion. For example Henry determined that for the selection criteria of income , a "minimally acceptable" income would be $25,000 starting with prospects of making up to $50,000 eventually. An outstanding salary would be starting at about $40, 000 with prospects of making up to $100,000.

+5 = Maximum evaluation--outstanding (example: income begin $40,000 go to $100,000 +4, +3, +2, +1 = intermediate values

0 = Minimally acceptable value. (example: income = begin $20,000 go to $45,000);

-1, -2, -3, -4 = intermediate values

-5 = Minimum evaluation--worst possible (example: income < $10,000

STEP 5--EVALUATE EACH ALTERNATIVE BY EACH SELECTION CRITERION. Use the evaluation scale from step 3 to evaluate each alternative from the point of view of each Career Selection Criterion. Give it rating from -5 to +5. In the example above, both alternatives were evaluated on the criterion of "income": Henry gave the psychology income an evaluation of "+2" and computer science income an evaluation of " +4."

STEP 6--MULTIPLY THE CRITERIA WEIGHTS TIMES THE EVALUATIONS. In the example above for the selection criterion of "income," Henry multiplied the criterion weight of "9" times the evaluation of " +2" for "PSYCH" to get a result of "18." That is its SCORE OR POINTS for psychology on the criterion of income. Put it inside of the parentheses. This score of 18 is an overall prediction much Henry's income in psychology will contribute to his overall happiness. Since he had a score of 36 in computer science, he his predicting that he will be much happier with his income in that field.

STEP 7--FIND THE OVERALL SUM OF THE SCORES FOR EACH ALTERNATIVE. Add together the numbers inside the parentheses for each alternative. In the example above, the overall sum for the "PSYCH" alternative is "405."

STEP 8--COMPARE THE ALTERNATIVES WITH EACH OTHER AND WITH THE "IDEAL." The "ideal" is the maximum possible number of points. Once you have determined all the totals and compared them to each other, try to figure out why one alternative came out ahead of another--where it got its points. Play with the points until you think the points match your true feelings and values.

* The alternative with the most points is the one you are predicting will make you the happiest person.

1. 1 Some might argue that Freud was the first. He clearly did describe many helpful techniques. I think that some of his free association techniques are still very useful for helping to find underlying beliefs, images, or cognitive systems which are related to the problem. However, Rogers was the one that more clearly described the stages of self-exploration and problem-solving and the conditions of unconditional positive regard, empathetic understanding, and genuineness on the part of the therapist which seem to be important to the therapeutic process or to any person attempting to feel better.

Robert Carkhuff (one of Roger's pupils); has developed a structured training system for helping people learn these skills. Robert Cash, a personal friend, has further elaborated these skills in his own courses and introduced me to this process. There is a good deal of research supporting the effectiveness of these techniques.

2. 2 This statement does not address the use of punishment as a deterrent to prevent some persons from profiting from their dysfunctional behaviors. For example if behaviors such as murder, robbery, or selling drugs are not given sufficient punishment, some people will engage in these behaviors. A person whose ultimate concern is money and pleasure may deal drugs to make money with little regard to how it affects others. Increasing the cost for a person with those beliefs can reduce the chances they will sell drugs.

Self-Help and other resources on this website (and site map)

Copyright 2021 Tom G. Stevens PhD  

CSense Management Solutions Pvt Ltd

Search search, systematic problem-solving.

What is Problem-solving?

Before we understand problem-solving, let us first calibrate ourselves on ‘what is called a problem?’

When there is a gap between our expectations and reality, we feel unhappy – which is a Problem . This is how a deviation from the specification, a failure to meet timelines, etc., become our problems. A problem could be defined as “the gap between our expectations and actual state or observation”.

From the gap analogy, we also understand that as the gap increases, our suffering intensifies.

Problem-solving

A fundamental part of every manager’s role is problem-solving. So, being a confident problem solver is really important to your success.

Much of that confidence comes from having a good process to use when approaching a problem. With one, you can solve problems quickly and effectively. Without one, your solutions may be ineffective, or you’ll get stuck and do nothing, sometimes with painful consequences.

Managing the problem (correction) instead of solving it (with corrective action) creates firefighting in our daily work. To solve a problem permanently, we need to understand and act on its root cause. We will also follow the steps of identifying root causes and prevent their recurrence in this workshop.

CSense IC 3 Approach

• Identification
• Containment Action
• Investigation
• Cause Analysis
• Improvement

Applications of methodology

The methodology is simple and applicable to most of the problems faced by the industries. Hence, it is widely accepted and recommended by companies. This also forms a framework for Auto industries’ 8D Problem Solving, Pharma industries’ USFDA recommended 7 step approach and Six Sigma’s DMAIC approach.

Training Contents

• Overview of Problem-solving
• Need for Problem-Solving
• Managing a Problem Vs Problem Solving
• Definitions – Correction, Corrective Action & Preventive Action

Step by Step Approach to Problem-Solving

1. identification.

• Use of 5W2H questions

2. Containment Action

• Assessing the problem and its risk
• Forming Effective Teams
• CFT & CHT
• Damage control – Interim Actions
• Communication plan

3. Investigation

• Data / Evidence Collection

4. Cause Analysis

• Brainstorming for Problem-solving
• Fishbone Analysis
• Is – Is Not Analysis
• Process Mapping
• Data and Statistical Analysis
• Data collection
• Graphical Tools
• Why-Why Analysis
• Validation of Root causes
• Statistical Analysis

5. Improvement

• Permanent Corrective Action
• Solution Generation
• Pilot Implementation
• Solution Action Plan
• Preventing Recurrence
• Control Plan
• Verification of Status
• Verification of Effectiveness
• Training & Documentation

Training Duration

• Two days – 16 hours

About the Course

The Problem-Solving workshop caters to leaders and managers who are interested in solving the recurring problems and want to bring in the culture and team-based approach of systematic problem solving to every level of people in the organisation. We deal with the most relevant tools in the step-by-step approach. We can take up the actual cases of recurring problems in the company as an example and study for the workshop. The course covers essential problem-solving tools like problem definition, containment action, root cause analysis with QC tools, root cause validation using statistical tools, corrective action, preventive action, escape points, Poka-yoke and more.

Course Objectives

At the end of the course, participants will be able to understand and appreciate

• Cost of Poor Quality
• The need for Systematic problem-solving
• Various approaches to problem-solving
• Difference between correction, corrective action and preventive action
• Team approach enhance effective solutions and learning
• Risk assessment and containment actions
• Root cause analysis
• Statistical tools
• Arriving at an effective action plan
• Preventing the defects

Target Audience

• Managers responsible for process improvements
• Quality Managers, Internal and External Auditors
• Shop floor managers and supervisors
• Production and Maintenance Managers
• Product Design Engineers
• Research Engineers & Scientists

Workshop Methodology

CSense Workshop approach is based on scientifically proven methodologies of Learning, which includes Learning by

• Listening – Classroom sessions & Audio-Visuals
• by Teaching
• Examples & Exercises at the end of each step
• We will provide the required Templates and formats for each tool
• During the course, we will form 3 to 4 cross-functional teams
• We will help each team choose a specific problem (either an open Non-conformance or a recently closed out non-conformance)
• We encourage the teams to choose different types of problems like Audit observations, internal failures/rejections, customer complaints, machine breakdown or accidents.
• Then we will guide the participants to work on their assigned problem with the new approach – application & documentation.
• Faculty will help the teams to apply the learning on the problems and explain the practical doubts.
• After each step, teams will present their work.

Min 12 and Max 20 Participants per batch

Customisation

We can customise the deliverable as per client’s requirements.

Certification

• Certification Criteria: 90% attendance in Training Sessions, participation in activities and 70% Score in written test
• The test will be conducted on 2 nd day of training
• Laptop/desktop with provision to install software packages for participants to be arranged by the client.

Additional Support

Continued coaching and hand-holding support could be provided by CSense after the workshop for successful project completion, as an optional engagement.

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

• Learn Lean Sigma
• Problem Solving

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

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

Table of Contents

Problem solving methodologies.

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

Methodology of 8D (Eight Discipline) Problem Solving:

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

The 8D process consists of the following steps:

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

Download the 8D Problem Solving Template

A3 Problem Solving Method:

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

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

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

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

Step 1 – Define the Problem

The definition of the problem is the first step in effective problem solving. This may appear to be a simple task, but it is actually quite difficult. This is because problems are frequently complex and multi-layered, making it easy to confuse symptoms with the underlying cause. To avoid this pitfall, it is critical to thoroughly understand the problem.

To begin, ask yourself some clarifying questions:

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

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

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

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

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

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

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

Step 2 – Gather Information and Brainstorm Ideas

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

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

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

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

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

Step 3 – Evaluate Options and Choose the Best Solution

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

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

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

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

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

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

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

Step 4 – Implement and Monitor the Solution

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

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

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

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

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

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

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

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

Daniel Croft

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

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Please note you do not have access to teaching notes, systematic problem-solving and its antecedents: a synthesis of the literature.

Management Research Review

ISSN : 2040-8269

Article publication date: 4 February 2020

Issue publication date: 31 August 2020

This study aims at determining the factors that favor a systematic approach to deal with complex operational and strategic problems. Management literature on problem-solving makes a clear distinction between either fixing a problem temporarily by eliminating its symptoms or solving it by diagnosing and altering underlying causes. Adopting a cognitive perspective of the dual-processing theory, this study labels these two approaches intuitive problem-solving and systematic problem-solving (SPS). While the superior effectiveness of SPS in fostering organizational learning is widely documented, existing literature fails to provide an overview of the conditions that support the adoption of SPS.

Design/methodology/approach

This paper presents a systematic literature review to shed light on the main supporting factors of SPS in operational as well as strategic domains.

Seven supporting factors of SPS (namely, nature of the problem, time availability, information availability, collaborative culture, transformational leadership, organizational learning infrastructure and environmental dynamism) are first identified and then discussed in an integrative model.

Originality/value

This work is an original attempt to inclusively address organizational, environmental and problem nature-related factors that favor SPS adoption. By determining the SPS supporting factors, this study highlights why many organizations fail or struggle to implement and sustain SPS over time.

• Organizational behavior
• Co-citation analysis
• Systematic literature review
• Dual-process theory
• Intuitive problem-solving
• Systematic problem-solving

Mohaghegh, M. and Furlan, A. (2020), "Systematic problem-solving and its antecedents: a synthesis of the literature", Management Research Review , Vol. 43 No. 9, pp. 1033-1062. https://doi.org/10.1108/MRR-06-2019-0284

Emerald Publishing Limited

Copyright © 2020, Emerald Publishing Limited

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Building a Learning Organization

• David A. Garvin

Continuous improvement programs are proliferating as corporations seek to better themselves and gain an edge. Unfortunately, however, failed programs far outnumber successes, and improvement rates remain low. That’s because most companies have failed to grasp a basic truth. Before people and companies can improve, they first must learn. And to do this, they need to look beyond rhetoric and high philosophy and focus on the fundamentals.

Three critical issues must be addressed before a company can truly become a learning organization, writes HBS Professor David Garvin. First is the question of meaning: a well-grounded easy-to-apply definition of a learning organization. Second comes management: clearer operational guidelines for practice. Finally, better tools for measurement can assess an organization’s rate and level of learning.

Using these “three M’s” as a framework, Garvin defines learning organizations as skilled at five main activities: systematic problem-solving, experimentation with new approaches, learning from past experiences, learning from the best practices of others, and transferring knowledge quickly and efficiently throughout the organization. And since you can’t manage something if you can’t measure it, a complete learning audit is a must. That includes measuring cognitive and behavioral changes as well as tangible improvements in results.

No learning organization is built overnight. Success comes from carefully cultivated attitudes, commitments, and management processes that accrue slowly and steadily. The first step is to foster an environment conducive to learning. Analog Devices, Chaparral Steel, Xerox, GE, and other companies provide enlightened examples.

Beyond high philosophy and grand themes lie the gritty details of practice.

The Idea in Brief

As we all know, to stay ahead of competitors, companies must constantly enhance the way they do business. But more performance-improvement programs fail than succeed. That’s because many managers don’t realize that sustainable improvement requires a commitment to learning.

After all, how can organizations respond creatively to new challenges (shifts in customer preferences, market downturns) without first discovering something new—then altering the way they operate to reflect new insights? Without learning, companies repeat old practices, make cosmetic changes, and produce short-lived improvements.

To transform your company into a learning organization, Garvin recommends mastering five activities:

• Solving problems systematically
• Experimenting with new approaches to work
• Learning from past experience
• Learning from other companies and from customers
• Transferring knowledge throughout your organization

Woven into the fabric of your company’s daily operations, these activities help your organization make enduring improvements that translate directly into measurable gains—including superior quality, better delivery, and increased market share.

The Idea in Practice

Garvin offers these suggestions for mastering five organizational learning practices:

Solving Problems Systematically

Don’t try to solve problems by relying on gut instinct or assumptions. Instead, generate hypotheses, gather data to test your hypotheses, and use statistical tools (such as cause-and-effect diagrams) to organize data and draw inferences.

Experimenting

Systematically search for and test new knowledge. Use small experiments to produce incremental gains in knowledge. For instance, specialty glass manufacturer Corning experiments continually with diverse raw materials and new formulations to increase yields and provide better grades of glass.

Use demonstration projects to produce knowledge you can use for systemwide changes. General Foods experimented with self-managing teams at its Topeka plant with the aim of adopting this approach across the company later.

Learning from Past Experience

Review your successes and failures, identify lessons learned, and record those lessons in accessible forms. Example: 

Boeing compared the development processes of its 737 and 747 planes (models that had serious technical problems) to those of its 707 and 727 (two profitable programs). It then compiled a booklet of lessons learned. Several members of the learning team were later transferred to two start-up programs—the 757 and 767. They produced the most successful, error-free launches in Boeing’s history.

Learning from Others

Look outside your immediate environment to gain new perspectives. Consider these sources:

• Other companies. Identify best-practice organizations (even in other industries), use site visits and interviews to study how they get work done, and generate ideas for improving your own practices.
• Your customers. Meet regularly with customers to gather knowledge about products, competitors, consumers’ preferences, and the quality of your service. Also observe customers using your products, to identify problems and generate ideas for improvement.

Transferring Knowledge

New knowledge carries maximum impact when it’s shared broadly. To transfer knowledge quickly and efficiently throughout your organization, move experts to different parts of the company—across divisions, departments, and facilities—so they can share the wealth. Example: 

Time Life’s CEO shifted the president of the company’s music division (who had orchestrated years of rapid growth and high profits through innovative marketing) to the book division, where profits were flat because of continued reliance on traditional marketing concepts.

Continuous improvement programs are sprouting up all over as organizations strive to better themselves and gain an edge. The topic list is long and varied, and sometimes it seems as though a program a month is needed just to keep up. Unfortunately, failed programs far outnumber successes, and improvement rates remain distressingly low. Why? Because most companies have failed to grasp a basic truth. Continuous improvement requires a commitment to learning.

• DG David A. Garvin was the C. Roland Christensen Professor at Harvard Business School.

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Team Dynamics: Problem-Solving and Decision Making

• Teamwork and Team Leadership Table of Contents
• Fostering Communication & Promoting Cooperation
• Problem-Solving and Decision Making
• Handling Conflict
• Dealing with Power and Influence

1. Overview

• Different stages of team development call for different problem solving methods
• Problem solving requires the use of a systematic process
• The appropriate decision making method is determined by the amount of time available for the decision and the impact of the decision
• Effective decision making requires the use of smart techniques

2. Problem Solving in Team Development Stages

3. General Problem Solving Steps

• Defining the problem : phrase problem as probing questions to encourage explorative thinking; make explicit goal statement
• Establish criteria for evaluating the solution : identify characteristics of a satisfactory solution; distinguish requirements from desires
• Analyzing the problem : discover the root cause and extent of the problem
• Considering alternate solutions : brainstorm to generate many ideas before judging any of them
• Evaluate alternate solutions : use ranking-weighting matrix; check for issues/disagreement
• Deciding on a solution :  choose best answer to the problem from among all possible solutions
• Develop action plan : make team assignments with milestones(don’t underestimate time)
• Implementing the action plan : check for consistency with requirements identified in step 2
• Following up on the solution :  check up on the implementation and make necessary adjustments
• Evaluate outcomes and process :  review performance, process, and personal aspects of the solution

4. Decision Making Method Based on Time and Impact

5. Smart Decision Making is Enabled By. . .

• Modeling an open mind and asking for candid opinions
• What elements would you choose to change?
• What changes would you make to solve …?  
• Aligning rewards to team successes to ensure that individuals share what they know
• Ensuring that team members are aware of relevant roles and unique information required for team success
• Charging some team members to assume a position that opposes the team’s preference
• Creating an alternate team that attempts to find errors and weaknesses in the solution
• Using successive rounds of blind voting interspersed with discussions

6. Additional Readings

• Hartnett, T. (n.d). Consensus decision making. Retrieved from http://www.consensusdecisionmaking.org/
• UMass|Dartmouth (n.d.) 7 steps to effective decision making . Retrieved from https://www.umassd.edu/media/u massdartmouth/fycm/decision_ma king_process.pdf
• Sunstein, C.R. (2014).  Making dumb groups smarter.  Harvard Business Review, 92(12), 90-98. 
• << Previous: Fostering Communication & Promoting Cooperation
• Next: Handling Conflict >>

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Overview of the Problem-Solving Mental Process

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

Rachel Goldman, PhD FTOS, is a licensed psychologist, clinical assistant professor, speaker, wellness expert specializing in eating behaviors, stress management, and health behavior change.

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

Frequently Asked Questions

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

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

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

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

The following steps include developing strategies and organizing knowledge.

1. Identifying the Problem

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

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

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

2. Defining the Problem

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

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

3. Forming a Strategy

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

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

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

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

4. Organizing Information

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

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

5. Allocating Resources

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

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

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

6. Monitoring Progress

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

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

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

7. Evaluating the Results

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

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

A Word From Verywell​

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

Get Advice From The Verywell Mind Podcast

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

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You can become a better problem solving by:

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

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

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

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

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

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

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

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Self-Assessment • 20 min read

How Good Is Your Problem Solving?

Use a systematic approach..

By the Mind Tools Content Team

Good problem solving skills are fundamentally important if you're going to be successful in your career.

But problems are something that we don't particularly like.

They're time-consuming.

They muscle their way into already packed schedules.

They force us to think about an uncertain future.

And they never seem to go away!

That's why, when faced with problems, most of us try to eliminate them as quickly as possible. But have you ever chosen the easiest or most obvious solution – and then realized that you have entirely missed a much better solution? Or have you found yourself fixing just the symptoms of a problem, only for the situation to get much worse?

To be an effective problem-solver, you need to be systematic and logical in your approach. This quiz helps you assess your current approach to problem solving. By improving this, you'll make better overall decisions. And as you increase your confidence with solving problems, you'll be less likely to rush to the first solution – which may not necessarily be the best one.

Once you've completed the quiz, we'll direct you to tools and resources that can help you make the most of your problem-solving skills.

How Good Are You at Solving Problems?

Instructions.

For each statement, click the button in the column that best describes you. Please answer questions as you actually are (rather than how you think you should be), and don't worry if some questions seem to score in the 'wrong direction'. When you are finished, please click the 'Calculate My Total' button at the bottom of the test.

Answering these questions should have helped you recognize the key steps associated with effective problem solving.

This quiz is based on Dr Min Basadur's Simplexity Thinking problem-solving model. This eight-step process follows the circular pattern shown below, within which current problems are solved and new problems are identified on an ongoing basis. This assessment has not been validated and is intended for illustrative purposes only.

Below, we outline the tools and strategies you can use for each stage of the problem-solving process. Enjoy exploring these stages!

Step 1: Find the Problem (Questions 7, 12)

Some problems are very obvious, however others are not so easily identified. As part of an effective problem-solving process, you need to look actively for problems – even when things seem to be running fine. Proactive problem solving helps you avoid emergencies and allows you to be calm and in control when issues arise.

These techniques can help you do this:

PEST Analysis helps you pick up changes to your environment that you should be paying attention to. Make sure too that you're watching changes in customer needs and market dynamics, and that you're monitoring trends that are relevant to your industry.

Risk Analysis helps you identify significant business risks.

Failure Modes and Effects Analysis helps you identify possible points of failure in your business process, so that you can fix these before problems arise.

After Action Reviews help you scan recent performance to identify things that can be done better in the future.

Where you have several problems to solve, our articles on Prioritization and Pareto Analysis help you think about which ones you should focus on first.

Step 2: Find the Facts (Questions 10, 14)

After identifying a potential problem, you need information. What factors contribute to the problem? Who is involved with it? What solutions have been tried before? What do others think about the problem?

If you move forward to find a solution too quickly, you risk relying on imperfect information that's based on assumptions and limited perspectives, so make sure that you research the problem thoroughly.

Step 3: Define the Problem (Questions 3, 9)

Now that you understand the problem, define it clearly and completely. Writing a clear problem definition forces you to establish specific boundaries for the problem. This keeps the scope from growing too large, and it helps you stay focused on the main issues.

A great tool to use at this stage is CATWOE . With this process, you analyze potential problems by looking at them from six perspectives, those of its Customers; Actors (people within the organization); the Transformation, or business process; the World-view, or top-down view of what's going on; the Owner; and the wider organizational Environment. By looking at a situation from these perspectives, you can open your mind and come to a much sharper and more comprehensive definition of the problem.

Cause and Effect Analysis is another good tool to use here, as it helps you think about the many different factors that can contribute to a problem. This helps you separate the symptoms of a problem from its fundamental causes.

Step 4: Find Ideas (Questions 4, 13)

With a clear problem definition, start generating ideas for a solution. The key here is to be flexible in the way you approach a problem. You want to be able to see it from as many perspectives as possible. Looking for patterns or common elements in different parts of the problem can sometimes help. You can also use metaphors and analogies to help analyze the problem, discover similarities to other issues, and think of solutions based on those similarities.

Traditional brainstorming and reverse brainstorming are very useful here. By taking the time to generate a range of creative solutions to the problem, you'll significantly increase the likelihood that you'll find the best possible solution, not just a semi-adequate one. Where appropriate, involve people with different viewpoints to expand the volume of ideas generated.

Tip: Don't evaluate your ideas until step 5. If you do, this will limit your creativity at too early a stage.

Step 5: Select and Evaluate (Questions 6, 15)

After finding ideas, you'll have many options that must be evaluated. It's tempting at this stage to charge in and start discarding ideas immediately. However, if you do this without first determining the criteria for a good solution, you risk rejecting an alternative that has real potential.

Decide what elements are needed for a realistic and practical solution, and think about the criteria you'll use to choose between potential solutions.

Paired Comparison Analysis , Decision Matrix Analysis and Risk Analysis are useful techniques here, as are many of the specialist resources available within our Decision-Making section . Enjoy exploring these!

Step 6: Plan (Questions 1, 16)

You might think that choosing a solution is the end of a problem-solving process. In fact, it's simply the start of the next phase in problem solving: implementation. This involves lots of planning and preparation. If you haven't already developed a full Risk Analysis in the evaluation phase, do so now. It's important to know what to be prepared for as you begin to roll out your proposed solution.

The type of planning that you need to do depends on the size of the implementation project that you need to set up. For small projects, all you'll often need are Action Plans that outline who will do what, when, and how. Larger projects need more sophisticated approaches – you'll find out more about these in the article What is Project Management? And for projects that affect many other people, you'll need to think about Change Management as well.

Here, it can be useful to conduct an Impact Analysis to help you identify potential resistance as well as alert you to problems you may not have anticipated. Force Field Analysis will also help you uncover the various pressures for and against your proposed solution. Once you've done the detailed planning, it can also be useful at this stage to make a final Go/No-Go Decision , making sure that it's actually worth going ahead with the selected option.

Step 7: Sell the Idea (Questions 5, 8)

As part of the planning process, you must convince other stakeholders that your solution is the best one. You'll likely meet with resistance, so before you try to “sell” your idea, make sure you've considered all the consequences.

As you begin communicating your plan, listen to what people say, and make changes as necessary. The better the overall solution meets everyone's needs, the greater its positive impact will be! For more tips on selling your idea, read our article on Creating a Value Proposition and use our Sell Your Idea Skillbook.

Step 8: Act (Questions 2, 11)

Finally, once you've convinced your key stakeholders that your proposed solution is worth running with, you can move on to the implementation stage. This is the exciting and rewarding part of problem solving, which makes the whole process seem worthwhile.

This action stage is an end, but it's also a beginning: once you've completed your implementation, it's time to move into the next cycle of problem solving by returning to the scanning stage. By doing this, you'll continue improving your organization as you move into the future.

Problem solving is an exceptionally important workplace skill.

Being a competent and confident problem solver will create many opportunities for you. By using a well-developed model like Simplexity Thinking for solving problems, you can approach the process systematically, and be comfortable that the decisions you make are solid.

Given the unpredictable nature of problems, it's very reassuring to know that, by following a structured plan, you've done everything you can to resolve the problem to the best of your ability.

This assessment has not been validated and is intended for illustrative purposes only. It is just one of many Mind Tool quizzes that can help you to evaluate your abilities in a wide range of important career skills.

If you want to reproduce this quiz, you can purchase downloadable copies in our Store .

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35 problem-solving techniques and methods for solving complex problems

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A step-by-step guide to planning a workshop, how to create an unforgettable training session in 8 simple steps, 47 useful online tools for workshop planning and meeting facilitation.

All teams and organizations encounter challenges as they grow. There are problems that might occur for teams when it comes to miscommunication or resolving business-critical issues . You may face challenges around growth , design , user engagement, and even team culture and happiness. In short, problem-solving techniques should be part of every team’s skillset.

Problem-solving methods are primarily designed to help a group or team through a process of first identifying problems and challenges , ideating possible solutions , and then evaluating the most suitable .

Finding effective solutions to complex problems isn’t easy, but by using the right process and techniques, you can help your team be more efficient in the process.

So how do you develop strategies that are engaging, and empower your team to solve problems effectively?

In this blog post, we share a series of problem-solving tools you can use in your next workshop or team meeting. You’ll also find some tips for facilitating the process and how to enable others to solve complex problems.

Let’s get started! 

How do you identify problems?

How do you identify the right solution.

• Tips for more effective problem-solving

Complete problem-solving methods

• Problem-solving techniques to identify and analyze problems
• Problem-solving techniques for developing solutions

Problem-solving warm-up activities

Closing activities for a problem-solving process.

Before you can move towards finding the right solution for a given problem, you first need to identify and define the problem you wish to solve. 

Here, you want to clearly articulate what the problem is and allow your group to do the same. Remember that everyone in a group is likely to have differing perspectives and alignment is necessary in order to help the group move forward. 

Identifying a problem accurately also requires that all members of a group are able to contribute their views in an open and safe manner. It can be scary for people to stand up and contribute, especially if the problems or challenges are emotive or personal in nature. Be sure to try and create a psychologically safe space for these kinds of discussions.

Remember that problem analysis and further discussion are also important. Not taking the time to fully analyze and discuss a challenge can result in the development of solutions that are not fit for purpose or do not address the underlying issue.

Successfully identifying and then analyzing a problem means facilitating a group through activities designed to help them clearly and honestly articulate their thoughts and produce usable insight.

With this data, you might then produce a problem statement that clearly describes the problem you wish to be addressed and also state the goal of any process you undertake to tackle this issue.  

Finding solutions is the end goal of any process. Complex organizational challenges can only be solved with an appropriate solution but discovering them requires using the right problem-solving tool.

After you’ve explored a problem and discussed ideas, you need to help a team discuss and choose the right solution. Consensus tools and methods such as those below help a group explore possible solutions before then voting for the best. They’re a great way to tap into the collective intelligence of the group for great results!

Remember that the process is often iterative. Great problem solvers often roadtest a viable solution in a measured way to see what works too. While you might not get the right solution on your first try, the methods below help teams land on the most likely to succeed solution while also holding space for improvement.

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

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

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

Tips for more effective problem solving

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

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

Clearly define the problem

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

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

Don’t jump to conclusions

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

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

Try different approaches  

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

Don’t take it personally 

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

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

Get the right people in the room

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

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

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

Document everything

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

Bring a facilitator 

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

Develop your problem-solving skills

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

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

Design a great agenda

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

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

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

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

• Six Thinking Hats
• Lightning Decision Jam
• Problem Definition Process
• Discovery & Action Dialogue

Design Sprint 2.0

• Open Space Technology

1. Six Thinking Hats

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

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

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

2. Lightning Decision Jam

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

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

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

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

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

Lightning Decision Jam (LDJ)   #action   #decision making   #problem solving   #issue analysis   #innovation   #design   #remote-friendly   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

3. Problem Definition Process

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

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

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

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

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

4. The 5 Whys 

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

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

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

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

5. World Cafe

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

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

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

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

6. Discovery & Action Dialogue (DAD)

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

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

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

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

7. Design Sprint 2.0

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

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

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

8. Open space technology

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

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

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

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

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

Techniques to identify and analyze problems

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

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

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

Let’s take a look!

• The Creativity Dice
• Fishbone Analysis
• Problem Tree
• SWOT Analysis
• Agreement-Certainty Matrix
• The Journalistic Six
• LEGO Challenge
• What, So What, Now What?
• Journalists

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

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

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

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

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

10. The Creativity Dice

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

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

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

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

11. Fishbone Analysis

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

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

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

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

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

12. Problem Tree 

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

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

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

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

13. SWOT Analysis

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

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

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

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

14. Agreement-Certainty Matrix

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

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

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

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

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

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

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

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

16. Speed Boat

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

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

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

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

17. The Journalistic Six

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

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

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

18. LEGO Challenge

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

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

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

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

19. What, So What, Now What?

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

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

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

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

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

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

20. Journalists  

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

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

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

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

Problem-solving techniques for developing solutions 

The success of any problem-solving process can be measured by the solutions it produces. After you’ve defined the issue, explored existing ideas, and ideated, it’s time to narrow down to the correct solution.

Use these problem-solving techniques when you want to help your team find consensus, compare possible solutions, and move towards taking action on a particular problem.

• Improved Solutions
• Four-Step Sketch
• 15% Solutions
• How-Now-Wow matrix
• Impact Effort Matrix

21. Mindspin  

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

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

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

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

22. Improved Solutions

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

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

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

23. Four Step Sketch

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

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

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

24. 15% Solutions

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

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

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

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

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

25. How-Now-Wow Matrix

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

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

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

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

26. Impact and Effort Matrix

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

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

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

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

27. Dotmocracy

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

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

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

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

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

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

• Check-in/Check-out
• Doodling Together
• Show and Tell
• Constellations
• Draw a Tree

28. Check-in / Check-out

Solid processes are planned from beginning to end, and the best facilitators know that setting the tone and establishing a safe, open environment can be integral to a successful problem-solving process.

Check-in / Check-out is a great way to begin and/or bookend a problem-solving workshop. Checking in to a session emphasizes that everyone will be seen, heard, and expected to contribute. 

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

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

29. Doodling Together  

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

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

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

30. Show and Tell

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

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

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

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

31. Constellations

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

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

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

32. Draw a Tree

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

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

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

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

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

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

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

• One Breath Feedback
• Who What When Matrix
• Response Cards

How do I conclude a problem-solving process?

All good things must come to an end. With the bulk of the work done, it can be tempting to conclude your workshop swiftly and without a moment to debrief and align. This can be problematic in that it doesn’t allow your team to fully process the results or reflect on the process.

At the end of an effective session, your team will have gone through a process that, while productive, can be exhausting. It’s important to give your group a moment to take a breath, ensure that they are clear on future actions, and provide short feedback before leaving the space. 

The primary purpose of any problem-solving method is to generate solutions and then implement them. Be sure to take the opportunity to ensure everyone is aligned and ready to effectively implement the solutions you produced in the workshop.

Remember that every process can be improved and by giving a short moment to collect feedback in the session, you can further refine your problem-solving methods and see further success in the future too.

33. One Breath Feedback

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

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

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

34. Who What When Matrix 

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

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

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

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

35. Response cards

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

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

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

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

Save time and effort discovering the right solutions

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

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

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

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

Over to you

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

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

thank you very much for these excellent techniques

Certainly wonderful article, very detailed. Shared!

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

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

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

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

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

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

The 7 steps to problem-solving

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

1. Define the problem

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

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

2. Disaggregate

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

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

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

3. Prioritize problem branches

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

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4. Create an analysis plan

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

5. Conduct analysis

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

6. Synthesis

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

7. Communication

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

Exploring problem-solving in various contexts

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

Problem-solving techniques can be applied in diverse contexts:

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

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

Real-world examples of problem-solving

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

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

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

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

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

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

Problem : What should be my next job role?

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

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

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

Key problem-solving skills

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

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

How to enhance your problem-solving skills

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

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

Final thoughts

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

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

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High Performance. Innovation. Leadership.

What is Creative Problem Solving?

“Every problem is an opportunity in disguise.” — John Adams

Imagine if you come up with new ideas and solve problems better, faster, easier?

Imagine if you could easily leverage the thinking from multiple experts and different points of view?

That’s the promise and the premise of Creative Problem Solving.

As Einstein put it, “Creativity is intelligence having fun.”

Creative problem solving is a systematic approach that empowers individuals and teams to unleash their imagination , explore diverse perspectives, and generate innovative solutions to complex challenges.

Throughout my years at Microsoft, I’ve used variations of Creative Problem Solving to tackle big, audacious challenges and create new opportunities for innovation.

I this article, I walkthrough the original Creative Problem Solving process and variations so that you can more fully appreciate the power of the process and how it’s evolved over the years.

On This Page

Innovation is a Team Sport What is Creative Problem Solving? What is the Creative Problem Solving Process? Variations of Creative Problem Solving Osborn-Parnes Creative Problem Solving Criticisms of Creative Problem Solving Creative Problem Solving 21st Century FourSight Thinking Profiles Basadur’s Innovative Process Synetics SCAMPER Design Thinking

Innovation is a Team Sport

Recognizing that innovation is a team sport , I understood the importance of equipping myself and my teams with the right tools for the job.

By leveraging different problem-solving approaches, I have been able to navigate complex landscapes , think outside the box, and find unique solutions.

Creative Problem Solving has served as a valuable compass , guiding me to explore uncharted territories and unlock the potential for groundbreaking ideas.

With a diverse set of tools in my toolbox, I’ve been better prepared to navigate the dynamic world of innovation and contribute to the success and amplify impact for many teams and many orgs for many years.

By learning and teaching Creative Problem Solving we empower diverse teams to appreciate and embrace cognitive diversity to solve problems and create new opportunities with skill.

Creative problem solving is a mental process used to find original and effective solutions to problems.

It involves going beyond traditional methods and thinking outside the box to come up with new and innovative approaches.

Here are some key aspects of creative problem solving:

• Divergent Thinking : This involves exploring a wide range of possibilities and generating a large number of ideas, even if they seem unconventional at first.
• Convergent Thinking : Once you have a pool of ideas, you need to narrow them down and select the most promising ones. This requires critical thinking and evaluation skills.
• Process : There are various frameworks and techniques that can guide you through the creative problem-solving process. These can help you structure your thinking and increase your chances of finding innovative solutions.

Benefits of Creative Problem Solving:

• Finding New Solutions : It allows you to overcome challenges and achieve goals in ways that traditional methods might miss.
• Enhancing Innovation : It fosters a culture of innovation and helps organizations stay ahead of the curve.
• Improved Adaptability : It equips you to handle unexpected situations and adapt to changing circumstances.
• Boosts Confidence: Successfully solving problems with creative solutions can build confidence and motivation.

Here are some common techniques used in creative problem solving:

• Brainstorming : This is a classic technique where you generate as many ideas as possible in a short period of time.
• SCAMPER: This is a framework that prompts you to consider different ways to Substitute, Combine, Adapt, Magnify/Minify, Put to other uses, Eliminate, and Rearrange elements of the problem.
• Mind Mapping: This technique involves visually organizing your ideas and connections between them.
• Lateral Thinking: This approach challenges you to look at the problem from different angles and consider unconventional solutions.

Creative problem solving is a valuable skill for everyone, not just artists or designers.

You can apply it to all aspects of life, from personal challenges to professional endeavors.

What is the Creative Problem Solving Process?

The Creative Problem Solving (CPS) framework is a systematic approach for generating innovative solutions to complex problems.

It’s effectively a process framework.

It provides a structured process that helps individuals and teams think creatively, explore possibilities, and develop practical solutions.

The Creative Problem Solving process framework typically consists of the following stages:

• Clarify : In this stage, the problem or challenge is clearly defined, ensuring a shared understanding among participants. The key objectives, constraints, and desired outcomes are identified.
• Generate Ideas : During this stage, participants engage in divergent thinking to generate a wide range of ideas and potential solutions. The focus is on quantity and deferring judgment, encouraging free-flowing creativity.
• Develop Solutions : In this stage, the generated ideas are evaluated, refined, and developed into viable solutions. Participants explore the feasibility, practicality, and potential impact of each idea, considering the resources and constraints at hand.
• Implement : Once a solution or set of solutions is selected, an action plan is developed to guide the implementation process. This includes defining specific steps, assigning responsibilities, setting timelines, and identifying the necessary resources.
• Evaluate : After implementing the solution, the outcomes and results are evaluated to assess the effectiveness and impact. Lessons learned are captured to inform future problem-solving efforts and improve the process.

Throughout the Creative Problem Solving framework, various creativity techniques and tools can be employed to stimulate idea generation, such as brainstorming, mind mapping, SCAMPER (Substitute, Combine, Adapt, Modify, Put to another use, Eliminate, Reverse), and others.

These techniques help break through traditional thinking patterns and encourage novel approaches to problem-solving.

What are Variations of the Creative Problem Solving Process?

There are several variations of the Creative Problem Solving process, each emphasizing different steps or stages.

Here are five variations that are commonly referenced:

• Osborn-Parnes Creative Problem Solving : This is one of the earliest and most widely used versions of Creative Problem Solving. It consists of six stages: Objective Finding, Fact Finding, Problem Finding, Idea Finding, Solution Finding, and Acceptance Finding. It follows a systematic approach to identify and solve problems creatively.
• Creative Problem Solving 21st Century : Creative Problem Solving 21st Century, developed by Roger Firestien, is an innovative approach that empowers individuals to identify and take action towards achieving their goals, wishes, or challenges by providing a structured process to generate ideas, develop solutions, and create a plan of action.
• FourSight Thinking Profiles : This model introduces four stages in the Creative Problem Solving process: Clarify, Ideate, Develop, and Implement. It emphasizes the importance of understanding the problem, generating a range of ideas, developing and evaluating those ideas, and finally implementing the best solution.
• Basadur’s Innovative Process : Basadur’s Innovative Process, developed by Min Basadur, is a systematic and iterative process that guides teams through eight steps to effectively identify, define, generate ideas, evaluate, and implement solutions, resulting in creative and innovative outcomes.
• Synectics : Synectics is a Creative Problem Solving variation that focuses on creating new connections and insights. It involves stages such as Problem Clarification, Idea Generation, Evaluation, and Action Planning. Synectics encourages thinking from diverse perspectives and applying analogical reasoning.
• SCAMPER : SCAMPER is an acronym representing different creative thinking techniques to stimulate idea generation. Each letter stands for a strategy: Substitute, Combine, Adapt, Modify, Put to another use, Eliminate, and Rearrange. SCAMPER is used as a tool within the Creative Problem Solving process to generate innovative ideas by applying these strategies.
• Design Thinking : While not strictly a variation of Creative Problem Solving, Design Thinking is a problem-solving approach that shares similarities with Creative Problem Solving. It typically includes stages such as Empathize, Define, Ideate, Prototype, and Test. Design Thinking focuses on understanding users’ needs, ideating and prototyping solutions, and iterating based on feedback.

These are just a few examples of variations within the Creative Problem Solving framework. Each variation provides a unique perspective on the problem-solving process, allowing individuals and teams to approach challenges in different ways.

Osborn-Parnes Creative Problem Solving (CPS)

The original Creative Problem Solving (CPS) process, developed by Alex Osborn and Sidney Parnes, consists of the following steps:

• Objective Finding : In this step, the problem or challenge is clearly defined, and the objectives and goals are established. It involves understanding the problem from different perspectives, gathering relevant information, and identifying the desired outcomes.
• Fact Finding : The objective of this step is to gather information, data, and facts related to the problem. It involves conducting research, analyzing the current situation, and seeking a comprehensive understanding of the factors influencing the problem.
• Problem Finding : In this step, the focus is on identifying the root causes and underlying issues contributing to the problem. It involves reframing the problem, exploring it from different angles, and asking probing questions to uncover insights and uncover potential areas for improvement.
• Idea Finding : This step involves generating a wide range of ideas and potential solutions. Participants engage in divergent thinking techniques, such as brainstorming, to produce as many ideas as possible without judgment or evaluation. The aim is to encourage creativity and explore novel possibilities.
• Solution Finding : After generating a pool of ideas, the next step is to evaluate and select the most promising solutions. This involves convergent thinking, where participants assess the feasibility, desirability, and viability of each idea. Criteria are established to assess and rank the solutions based on their potential effectiveness.
• Acceptance Finding : In this step, the selected solution is refined, developed, and adapted to fit the specific context and constraints. Strategies are identified to overcome potential obstacles and challenges. Participants work to gain acceptance and support for the chosen solution from stakeholders.
• Solution Implementation : Once the solution is finalized, an action plan is developed to guide its implementation. This includes defining specific steps, assigning responsibilities, setting timelines, and securing the necessary resources. The solution is put into action, and progress is monitored to ensure successful execution.
• Monitoring and Evaluation : The final step involves tracking the progress and evaluating the outcomes of the implemented solution. Lessons learned are captured, and feedback is gathered to inform future problem-solving efforts. This step helps refine the process and improve future problem-solving endeavors.

The CPS process is designed to be iterative and flexible, allowing for feedback loops and refinement at each stage. It encourages collaboration, open-mindedness, and the exploration of diverse perspectives to foster creative problem-solving and innovation.

Criticisms of the Original Creative Problem Solving Approach

While Osborn-Parnes Creative Problem Solving is a widely used and effective problem-solving framework, it does have some criticisms, challenges, and limitations.

These include:

• Linear Process : CPS follows a structured and linear process, which may not fully capture the dynamic and non-linear nature of complex problems.
• Overemphasis on Rationality : CPS primarily focuses on logical and rational thinking, potentially overlooking the value of intuitive or emotional insights in the problem-solving process.
• Limited Cultural Diversity : The CPS framework may not adequately address the cultural and contextual differences that influence problem-solving approaches across diverse groups and regions.
• Time and Resource Intensive : Implementing the CPS process can be time-consuming and resource-intensive, requiring significant commitment and investment from participants and organizations.
• Lack of Flexibility : The structured nature of CPS may restrict the exploration of alternative problem-solving methods, limiting adaptability to different situations or contexts.
• Limited Emphasis on Collaboration : Although CPS encourages group participation, it may not fully leverage the collective intelligence and diverse perspectives of teams, potentially limiting the effectiveness of collaborative problem-solving.
• Potential Resistance to Change : Organizations or individuals accustomed to traditional problem-solving approaches may encounter resistance or difficulty in embracing the CPS methodology and its associated mindset shift.

Despite these criticisms and challenges, the CPS framework remains a valuable tool for systematic problem-solving.

Adapting and supplementing it with other methodologies and approaches can help overcome some of its limitations and enhance overall effectiveness.

Creative Problem Solving 21st Century

Roger Firestien is a master facilitator of the Creative Problem Solving process. He has been using it, studying it, researching it, and teaching it for 40 years.

According to him, the 21st century requires a new approach to problem-solving that is more creative and innovative.

He has developed a program that focuses on assisting facilitators of the Creative Problem Solving Process to smoothly and confidently transition from one stage to the next in the Creative Problem Solving process as well as learn how to talk less and accomplish more while facilitating Creative Problem Solving.

Creative Problem Solving empowers individuals to identify and take action towards achieving their goals, manifesting their aspirations, or addressing challenges they wish to overcome.

Unlike approaches that solely focus on problem-solving, CPS recognizes that the user’s objective may not necessarily be framed as a problem. Instead, CPS supports users in realizing their goals and desires, providing a versatile framework to guide them towards success.

Why Creative Problem Solving 21st Century?

Creative Problem Solving 21st Century addresses challenges with the original Creative Problem Solving method by adapting it to the demands of the modern era. Roger Firestien recognized that the 21st century requires a new approach to problem-solving that is more creative and innovative.

The Creative Problem Solving 21st Century program focuses on helping facilitators smoothly transition between different stages of the problem-solving process. It also teaches them how to be more efficient and productive in their facilitation by talking less and achieving more results.

Unlike approaches that solely focus on problem-solving, Creative Problem Solving 21st Century acknowledges that users may not always frame their objectives as problems. It recognizes that individuals have goals, wishes, and challenges they want to address or achieve. Creative Problem Solving provides a flexible framework to guide users towards success in realizing their aspirations.

Creative Problem Solving 21st Century builds upon the foundational work of pioneers such as Osborn, Parnes, Miller, and Firestien. It incorporates practical techniques like PPC (Pluses, Potentials, Concerns) and emphasizes the importance of creative leadership skills in driving change.

Stages of the Creative Problem Solving 21st Century

• Clarify the Problem
• Generate Ideas
• Develop Solutions
• Plan for Action

Steps of the Creative Problem Solving 21st Century

Here are stages and steps of the Creative Problem Solving 21st Century per Roger Firestien:

CLARIFY THE PROBLEM

Start here when you are looking to improve, create, or solve something. You want to explore the facts,  feelings and data around it. You want to find the best problem to solve.

IDENTIFY GOAL, WISH OR CHALLENGE Start with a goal, wish or challenge that begins with the phrase: “I wish…” or “It would be great if…”

Diverge : If you are not quite clear on a goal then create, invent, solve or improve.

Converge : Select the goal, wish or challenge on which you have Ownership, Motivation and a need for Imagination.

GATHER DATA

Diverge : What is a brief history of your goal, wish or challenge? What have you already thought of or tried? What might be your ideal goal?

Converge : Select the key data that reveals a new insight into the situation or that is important to consider throughout the remainder of the process.

Diverge : Generate many questions about your goal, wish or challenge. Phrase your questions beginning with: “How to…?” “How might…?” “What might be all the ways to…?” Try turning your key data into questions that redefine the goal, wish or challenge.

• Mark the “HITS” : New insight. Promising direction. Nails it! Feels good in your gut.
• Group the related “HITS” together.
• Restate the cluster . “How to…” “What might be all the…”

GENERATE IDEAS

Start here when you have a clearly defined problem and you need ideas to solve it. The best way to create great ideas is to generate LOTS of ideas. Defer judgment. Strive for quantity. Seek wild & unusual ideas. Build on other ideas.

Diverge : Come up with at least 40 ideas for solving your problem. Come up with 40 more. Keep going. Even as you see good ideas emerge, keep pushing for novelty. Stretch!

• Mark the “HITS”: Interesting, Intriguing, Useful, Solves the problem. Sparkles at you.
• Restate the cluster with a verb phrase.

DEVELOP SOLUTIONS

Start here when you want to turn promising ideas into workable solutions.

DEVELOP YOUR SOLUTION Review your clusters of ideas and blend them into a “story.” Imagine in detail what your solution would look like when it is implemented.

Begin your solution story with the phrase, “What I see myself doing is…”

PPCo EVALUATION

PPCo stands for Pluses, Potentials, Concerns and Overcome concerns

Review your solution story .

• List the PLUSES or specific strengths of your solution.
• List the POTENTIALS of your solution. What might be the result if you were to implement your idea?
• Finally, list your CONCERNS about the solution. Phrase your concerns beginning with “How to…”
• Diverge and generate ideas to OVERCOME your concerns one at a time until they have all been overcome
• Converge and select the best ideas to overcome your concerns. Use these ideas to improve your solution.

PLAN FOR ACTION

Start here when you have a solution and need buy-in from others. You want to create a detailed plan of action to follow.

Diverge : List all of the actions you might take to implement your solution.

• What might you do to make your solution easy to understand?
• What might you do to demonstrate the advantages of your solution?
• How might you gain acceptance of your solution?
• What steps might you take to put your solution into action?

Converge : Select the key actions to implement your solution. Create a plan, detailing who does what by when.

Credits for the Creative Problem Solving 21st Century

Creative Problem Solving – 21st Century is based on the work of: Osborn, A.F..(1953). Applied Imagination: Principles and procedures of Creative Problem Solving. New York: Scribner’s. Parnes, S.J, Noller, R.B & Biondi, A. (1977). Guide to Creative Action. New York: Scribner’s. Miller, B., Firestien, R., Vehar, J. Plain language Creative Problem-Solving Model, 1997. Puccio, G.J., Mance, M., Murdock, M.C. (2010) Creative Leadership: Skills that drive change. (Second Edition), Sage Publications, Thousand Oaks, CA. Miller, B., Vehar J., Firestien, R., Thurber, S. Nielsen, D. (2011) Creativity Unbound: An introduction to creative process. (Fifth Edition), Foursight, LLC., Evanston, IL. PPC (Pluses, Potentials & Concerns) was invented by Diane Foucar-Szocki, Bill Shepard & Roger Firestien in 1982

Where to Go for More on Creative Problem Solving 21st Century

Here are incredible free resources to ramp up on Creative Problem Solving 21st Century:

• PDF of Creative Problem Solving 21st Edition (RogerFirestien.com)
• PDF Worksheets for Creative Problem Solving (RogerFirestien.com)
• Video: Roger Firestien on 40 Years of Creative Problem Solving

Video Walkthroughs

• Video 1: Introduction to Creative Problem Solving
• Video 2: Identify your Goal/Wish/Challenge
• Video 3: Gather Data
• Video 4: Clarify the Problem: Creative Questions
• Video 5: Clarify the Problem: Why? What’s Stopping Me?
• Video 6: Selecting the Best Problem
• Video 7: How to do a Warm-up
• Video 8: Generate Ideas: Sticky Notes + Forced Connections
• Video 9: Generate Ideas: Brainwriting
• Video 10: Selecting the Best Ideas
• Video 11: Develop Solutions: PPCO
• Video 12: Generating Action Steps
• Video 13: Create Your Action Plan
• Video 14: CPS: The Whole Process

FourSight Thinking Profiles

The FourSight Thinking Skills Profile is an assessment tool designed to measure an individual’s thinking preferences and skills.

It focuses on four key thinking styles or stages that contribute to the creative problem-solving process.

The assessment helps individuals and teams understand their strengths and areas for development in each of these stages.

Why FourSight Thinking Profiles?

The FourSight method was necessary to address certain limitations or challenges that were identified in the original CPS method.

• Thinking Preferences : The FourSight model recognizes that individuals have different thinking preferences or cognitive styles. By understanding and leveraging these preferences, the FourSight method aims to optimize idea generation and problem-solving processes within teams and organizations.
• Overemphasis on Ideation : While ideation is a critical aspect of CPS, the original method sometimes focused too heavily on generating ideas without adequate attention to other stages, such as problem clarification, solution development, and implementation. FourSight offers a more balanced approach across all stages of the CPS process.
• Enhanced Problem Definition : FourSight places a particular emphasis on the Clarify stage, which involves defining the problem or challenge. This is an important step to ensure that the problem is well-understood and properly framed before proceeding to ideation and solution development.
• Research-Based Approach : The development of FourSight was influenced by extensive research on thinking styles and creativity. By incorporating these research insights into the CPS process, FourSight provides a more evidence-based and comprehensive approach to creative problem-solving.

Stages of FourSight Creative Problem Solving

FourSight Creative Problem Solving consists of four thinking stages, each associated with a specific thinking preference:

• Clarify : In this stage, the focus is on gaining a clear understanding of the problem or challenge. Participants define the problem statement, gather relevant information, and identify the key objectives and desired outcomes. This stage involves analytical thinking and careful examination of the problem’s context and scope.
• Ideate : The ideation stage involves generating a broad range of ideas and potential solutions. Participants engage in divergent thinking, allowing for a free flow of creativity and encouraging the exploration of unconventional possibilities. Various brainstorming techniques and creativity tools can be utilized to stimulate idea generation.
• Develop : Once a pool of ideas has been generated, the next stage is to develop and refine the selected ideas. Participants shift into a convergent thinking mode, evaluating and analyzing the feasibility, practicality, and potential impact of each idea. The emphasis is on refining and shaping the ideas into viable solutions.
• Implement : The final stage is focused on implementing the chosen solution. Participants develop an action plan, define specific steps and timelines, assign responsibilities, and identify the necessary resources. This stage requires practical thinking and attention to detail to ensure the successful execution of the solution.

Throughout the FourSight framework, it is recognized that individuals have different thinking preferences. Some individuals naturally excel in the Clarify stage, while others thrive in Ideate, Develop, or Implement.

By understanding these preferences, the FourSight framework encourages collaboration and diversity of thinking styles, ensuring a well-rounded approach to problem-solving and innovation.

The FourSight process can be iterative, allowing for feedback loops and revisiting previous stages as needed. It emphasizes the importance of open communication, respect for different perspectives, and leveraging the collective intelligence of a team to achieve optimal results.

4 Thinking Profiles in FourSight

In the FourSight model, there are four preferences that individuals can exhibit. These preferences reflect where individuals tend to focus their energy and time within the creative problem-solving process.

The four preferences in FourSight are:

• Clarifier : Individuals with a Clarifier preference excel in the first stage of the creative problem-solving process, which is about gaining clarity and understanding the problem. They are skilled at asking questions, gathering information, and analyzing data to define the problem accurately.
• Ideator : Individuals with an Ideator preference thrive in the second stage, which involves generating a wide range of ideas. They are imaginative thinkers who excel at brainstorming, thinking outside the box, and generating creative solutions. Ideators are known for their ability to explore multiple perspectives and come up with diverse ideas.
• Developer : Individuals with a Developer preference excel in the third stage of the process, which focuses on refining and developing ideas. They are skilled at evaluating ideas, analyzing their feasibility, and transforming them into actionable plans or solutions. Developers excel in taking promising ideas and shaping them into practical and effective strategies.
• Implementer : Individuals with an Implementer preference shine in the final stage of the process, which is about planning for action and executing the chosen solution. Implementers are skilled at organizing tasks, creating action plans, and ensuring successful implementation. They focus on turning ideas into tangible outcomes and are known for their ability to execute projects efficiently.

It’s important to note that while individuals may have a primary preference, everyone is capable of participating in all stages of the creative problem-solving process.

However, the FourSight model suggests that individuals tend to have a natural inclination or preference towards one or more of these stages. Understanding one’s preferences can help individuals leverage their strengths and work effectively in a team by appreciating the diversity of thinking preferences.

Right Hand vs. Left Hand

The FourSight model is a way to understand how people approach the creative process. It measures our preferences for different stages of creativity.

A good analogy for this is writing with your right or left hand. Think about writing with your right or left hand. Most of us have a dominant hand that we use for writing. It’s the hand we’re most comfortable with and it comes naturally to us. But it doesn’t mean we can’t write with our non-dominant hand. We can still do it, but it requires more effort and focus.

Similarly, in the creative process, we have preferred stages or parts that we enjoy and feel comfortable in. These are our peak preferences. However, it doesn’t mean we can’t work on the other stages. We can make a conscious effort to spend time and work on those stages, even if they don’t come as naturally to us.

Combinations of FourSight Profiles

Your FourSight profile is determined by four scores that represent your preferences in the creative process. Your profile reveals where you feel most energized and where you may struggle.

If you have a single peak in your profile, refer back to the description of that preference. If you have two or more peaks, continue reading to understand your tendencies when engaging in any kind of innovation.

Here are how the combinations show up, along with their labels:

2-Way Combinations

• High Clarifier & High Ideator = “Early Bird
• High Clarifier & High Developer = “Analyst”
• High Clarifier & High Implementer = “Accelerator”
• High Ideator & High Developer = “Theorist”
• High Ideator & High Implementer = “Driver”
• High Developer & High Implementer = “Finisher”

3-Way Combinations

• High Clarifier, Ideator & Developer = “Hare”
• High Clarifier, Ideator & Implementer = “Idea Broker”
• High Clarifier, Developer & Implementer = “Realist”
• High Ideator, Developer & Implementer = “Optimist”

4-Way Combination Nearly Equal for All Four Preferences = “Integrator”

Where to Go for More On FourSight

• FourSight Home
• FourSight Thinking Profile Interpretive Guide PDF
• FourSight Technical Manual PDF

Basadur’s Innovative Process

The Simplex Process, developed by management and creativity expert Min Basadur, gained recognition through his influential book “The Power of Innovation” published in 1995.

It consists of a sequence of eight steps organized into three distinct stages:

• Problem Formulation
• Solution Formulation
• Solution Implementation

You might hear Bsadur’s Innovative Process referred to by a few variations:

• Simplex Creative Problem Solving
• Basadur SIMPLEX Problem Solving Process
• Basadur System of innovation and creative problem solving
• Simplexity Thinking Process

What is Basadur’s Innovative Process

Here is how Basadur.com explains Basadur’s Innovation Process :

“The Basadur Innovation Process is an innovative thinking & creative problem solving process that separates innovation into clearly-defined steps, to take you from initial problem-finding right through to implementing the solutions you’ve created.

Its beauty is that it enables everyone to participate in an unbiased, open-minded way.

In the absence of negativity, people can think clearly and logically, building innovation confidence. A wide range of ideas can be proposed and the best ones selected, refined and executed in a spirit of openness and collaboration.

“That’s a great idea, but…”

How often have you heard this phrase? In most group decision-making processes, ideas are killed off before they’ve even got off the ground. With The Basadur Process on the other hand, judgment is deferred. Put simply, opinions on ideas don’t get in the way of ideas.”

3 Phases and 8 Steps of Basadur’s Innovative Process

The Basadur’s Innovative Process consists of three phases, subdivided into eight steps:

Phase 1: Problem Formulation

Problem Formulation : This phase focuses on understanding and defining the problem accurately. It involves the following steps:

• Step 1 : Problem Finding . Actively anticipate and seek out problems, opportunities, and possibilities. Maintain an open mind and view problems as opportunities for proactive resolution. Identify fuzzy situations and recognize that they can open new doors.
• Step 2 : Fact Finding . Gather relevant information and facts related to the fuzzy situation. Seek multiple viewpoints, challenge assumptions, listen to others, and focus on finding the truth rather than personal opinions. Utilize different lines of questioning to clarify the situation.
• Step 3 : Problem Definition . Define the problem accurately and objectively. View the problem from different angles and consider new perspectives. Uncover fresh challenges and recognize that the perceived problem might not be the real issue.

Phase 2: Solution Formulation

Solution Formulation . Once the problem is well-defined, this phase revolves around generating and evaluating potential solutions.  The steps involved are:

• Step 4 : Idea Finding . Generate ideas to solve the defined problem. Continuously seek more and better ideas, build upon half-formed ideas, and consider ideas from others. Fine-tune seemingly radical or impossible ideas to make them workable solutions.
• Step 5 : Evaluate & Select . Evaluate and select the most promising ideas to convert them into practical solutions. Consider multiple criteria in an unbiased manner, creatively improve imperfect solutions, and re-evaluate them.

Phase 3: Solution Implementation

Solution Implementation . In the final phase, the focus shifts to implementing and executing the selected solution effectively. The steps in this phase include:

• Step 6 : Plan Devise specific measures and create a concrete plan for implementing the chosen solution. Visualize the end result and motivate others to participate and support the plan.
• Step 7 : Acceptance Gain acceptance for the solutions and plans. Communicate the benefits of the solution to others, address potential concerns, and continuously revise and improve the solution to minimize resistance to change.
• Step 8 : Action Implement the solutions and put the plan into action. Avoid getting stuck in unimportant details, adapt the solutions to specific circumstances, and garner support for the change. Emphasize the need for follow-up to ensure lasting and permanent changes.

The SIMPLEX process recognizes that implementing a solution can reveal new problems, opportunities, and possibilities, leading back to Step 1 and initiating the iterative problem-solving and innovation cycle again.

Where to Go for More on Basadur’s Innovation Process

• Basadur’s Innovative Process Home
• Simplexity Thinking Explained
• Ambasadur Affiliate Program

Synectics is a problem-solving and creative thinking approach that emphasizes the power of collaboration, analogy, and metaphorical thinking. It was developed in the 1960s by George M. Prince and William J.J. Gordon.

Synectics is based on the belief that the most innovative ideas and solutions arise from the integration of diverse perspectives and the ability to make connections between seemingly unrelated concepts.

The Story of Synetics

Here is the story of Syentics according to SyneticsWorld.com:

“Back in the 1950s, our founders Bill Gordon, George Prince and their team studied thousands of hours of tape recorded innovation sessions to find the answer to

‘What is really going on between the people in the group to help them create and implement successfully?’

They called the answer the Synectics Creative-Problem-Solving Methodology, which has expanded into the Synecticsworld’s expertise on how people work creatively and collaboratively to create innovative solutions to some of the world’s most difficult challenges.

The unique Synecticsworld innovation process to the art of problem solving has taken us to many different destinations. We have worked on assignments in both the public and private sectors, in product and service innovation, business process improvement, cost reduction and the reinvention of business models and strategies.

It is our on-going goal to guide and inspire our clients to engage the Synectics innovation process to create innovative ideas, innovative solutions, and activate new, powerful, and innovative solutions.”

Why Synetics?

Synectics addresses challenges of the original Creative Problem Solving process by introducing a unique set of tools and techniques that foster creative thinking and overcome mental barriers.

Here’s how Synectics addresses some common challenges of the original Creative Problem Solving process:

• Breaking Mental Barriers : Synectics recognizes that individuals often have mental blocks and preconceived notions that limit their thinking. It tackles this challenge by encouraging the use of analogies, metaphors, and connections to break through these barriers. By exploring unrelated concepts and drawing parallels, participants can generate fresh perspectives and innovative solutions.
• Promoting Divergent Thinking : The original CPS process may sometimes struggle to foster a truly divergent thinking environment where participants feel comfortable expressing unconventional ideas. Synectics creates a safe and non-judgmental space for participants to freely explore and share their thoughts, regardless of how unusual or unconventional they may seem. This encourages a wider range of ideas and increases the potential for breakthrough solutions.
• Enhancing Collaboration : Synectics emphasizes the power of collaboration and the integration of diverse perspectives. It recognizes that innovation often emerges through the interaction of different viewpoints and experiences. By actively engaging participants in collaborative brainstorming sessions and encouraging them to build upon each other’s ideas, Synectics enhances teamwork and collective problem-solving.
• Stimulating Creative Connections : While the original CPS process focuses on logical problem-solving techniques, Synectics introduces the use of analogy and metaphorical thinking. By encouraging participants to find connections between seemingly unrelated concepts, Synectics stimulates creative thinking and opens up new possibilities. This approach helps overcome fixed thinking patterns and encourages participants to explore alternative perspectives and solutions.
• Encouraging Unconventional Solutions : Synectics acknowledges that unconventional ideas can lead to breakthrough solutions. It provides a framework that supports the exploration of unorthodox approaches and encourages participants to think beyond traditional boundaries. By challenging the status quo and embracing innovative thinking, Synectics enables the generation of unique and impactful solutions.

Synectics complements and expands upon the original CPS process by offering additional tools and techniques that specifically address challenges related to mental barriers, divergent thinking, collaboration, creative connections, and unconventional solutions.

It provides a structured approach to enhance creativity and problem-solving in a collaborative setting.

Synetic Sessions

In the Synectics process, individuals or teams engage in structured brainstorming sessions, often referred to as “synectic sessions.”

These sessions encourage participants to think beyond conventional boundaries and explore novel ways of approaching a problem or challenge.

The approach involves creating an open and non-judgmental environment where participants feel free to express their ideas and build upon each other’s contributions.

Synectics incorporates the use of analogies and metaphors to stimulate creative thinking. Participants are encouraged to make connections between unrelated concepts, draw parallels from different domains, and explore alternative perspectives.

This approach helps to break mental barriers, unlock new insights, and generate innovative ideas.

Steps of the Synetics Process

The Synectics process typically involves the following steps:

• Problem Identification : Clearly defining the problem or challenge that needs to be addressed.
• Idea Generation: Engaging in brainstorming sessions to generate a wide range of ideas, including both conventional and unconventional ones.
• Analogy and Metaphor Exploration : Encouraging participants to explore analogies, metaphors, and connections to stimulate new ways of thinking about the problem.
• Idea Development: Refining and developing the most promising ideas generated during the brainstorming process.
• Solution Evaluation : Assessing and evaluating the potential feasibility, effectiveness, and practicality of the developed ideas.
• Implementation Planning : Creating a detailed action plan to implement the chosen solution or ideas.

Synectics has been used in various fields, including business, design, education, and innovation. It is particularly effective when addressing complex problems that require a fresh perspective and the integration of diverse viewpoints.

Example of How Synetics Explores Analogies and Metaphors

Here’s an example of how Synectics utilizes analogy and metaphor exploration to stimulate new ways of thinking about a problem:

Let’s say a team is tasked with improving customer service in a retail store. During a Synectics session, participants may be encouraged to explore analogies and metaphors related to customer service. For example:

• Analogy : The participants might be asked to think of customer service in terms of a restaurant experience. They can draw parallels between the interactions between waitstaff and customers in a restaurant and the interactions between retail associates and shoppers. By exploring this analogy, participants may uncover insights and ideas for enhancing the customer experience in the retail store, such as personalized attention, prompt service, or creating a welcoming ambiance.
• Metaphor : Participants could be prompted to imagine customer service as a journey or a road trip. They can explore how different stages of the journey, such as initial contact, assistance during the shopping process, and follow-up after purchase, can be improved to create a seamless and satisfying experience. This metaphorical exploration may lead to ideas like providing clear signage, offering assistance at every step, or implementing effective post-purchase support.

Through analogy and metaphor exploration, Synectics encourages participants to think beyond the immediate context and draw inspiration from different domains .

By connecting disparate ideas and concepts , new perspectives and innovative solutions can emerge.

These analogies and metaphors serve as creative triggers that unlock fresh insights and generate ideas that may not have been considered within the confines of the original problem statement.

SCAMPER is a creative thinking technique that provides a set of prompts or questions to stimulate idea generation and innovation. It was developed by Bob Eberle and is widely used in problem-solving, product development, and brainstorming sessions.

SCAMPER provides a structured framework for creatively examining and challenging existing ideas, products, or processes.

Recognizing the value of Alex Osterman’s original checklist, Bob Eberle skillfully organized it into meaningful and repeatable categories. This thoughtful refinement by Eberle has made SCAMPER a practical and highly effective tool for expanding possibilities, breaking through creative blocks, and sparking new insights.

By systematically applying each prompt, individuals or teams can generate a wide range of possibilities and discover innovative solutions to problems or opportunities.

What Does SCAMPER Stand For?

Each letter in the word “SCAMPER” represents a different prompt to encourage creative thinking and exploration of ideas.

Here’s what each letter stands for:

• S – Substitute : Consider substituting a component, material, process, or element with something different to generate new ideas.
• C – Combine : Explore possibilities by combining or merging different elements, ideas, or features to create something unique.
• A – Adapt : Identify ways to adapt or modify existing ideas, products, or processes to fit new contexts or purposes.
• M – Modify : Examine how you can modify or change various attributes, characteristics, or aspects of an idea or solution to enhance its functionality or performance.
• P – Put to another use : Explore alternative uses or applications for an existing idea, object, or resource to uncover new possibilities.
• E – Eliminate : Consider what elements, features, or processes can be eliminated or removed to simplify or streamline an idea or solution.
• R – Reverse or Rearrange : Think about reversing or rearranging the order, sequence, or arrangement of components or processes to generate fresh perspectives and uncover innovative solutions.

Example of SCAMPER

Let’s take a simple and relatable challenge of improving the process of making breakfast sandwiches. We can use SCAMPER to generate ideas for enhancing this routine:

• S – Substitute : What can we substitute in the breakfast sandwich-making process? For example, we could substitute the traditional bread with a croissant or a tortilla wrap to add variety.
• C – Combine : How can we combine different ingredients or flavors to create unique breakfast sandwiches? We could combine eggs, bacon, and avocado to create a delicious and satisfying combination.
• A – Adapt: How can we adapt the breakfast sandwich-making process to fit different dietary preferences? We could offer options for gluten-free bread or create a vegan breakfast sandwich using plant-based ingredients.
• M – Modify : How can we modify the cooking method or preparation techniques for the breakfast sandwich? We could experiment with different cooking techniques like grilling or toasting the bread to add a crispy texture.
• P – Put to another use : How can we repurpose breakfast sandwich ingredients for other meals or snacks? We could use the same ingredients to create a breakfast burrito or use the bread to make croutons for a salad.
• E – Eliminate : What unnecessary steps or ingredients can we eliminate to simplify the breakfast sandwich-making process? We could eliminate the need for butter by using a non-stick pan or omit certain condiments to streamline the assembly process.
• R – Reverse or Rearrange : How can we reverse or rearrange the order of ingredients for a unique twist? We could reverse the order of ingredients by placing the cheese on the outside of the sandwich to create a crispy cheese crust.

These are just a few examples of how SCAMPER prompts can spark ideas for improving the breakfast sandwich-making process.

The key is to think creatively and explore possibilities within each prompt to generate innovative solutions to the challenge at hand.

Design Thinking

Design thinking provides a structured framework for creative problem-solving, with an emphasis on human needs and aspirations .

It’s an iterative process that allows for continuous learning , adaptation , and improvement based on user feedback and insights.

Here are some key ways to think about Design Thinking:

• Design thinking is an iterative and human-centered approach to problem-solving and innovation. It’s a methodology that draws inspiration from the design process to address complex challenges and create innovative solutions.
• Design thinking places a strong emphasis on understanding the needs and perspectives of the end-users or customers throughout the problem-solving journey.
• Design thinking is a collaborative and interdisciplinary process . It encourages diverse perspectives and cross-functional collaboration to foster innovation. It can be applied to a wide range of challenges, from product design and service delivery to organizational processes and social issues.

What is the Origin of Design Thinking

The origin of Design Thinking can be traced back to the work of various scholars and practitioners over several decades.

While it has evolved and been influenced by multiple sources, the following key influences are often associated with the development of Design Thinking:

• Herbert A. Simon : In the 1960s, Nobel laureate Herbert A. Simon emphasized the importance of “satisficing” in decision-making and problem-solving. His work focused on the iterative nature of problem-solving and the need for designers to explore various alternatives before arriving at the optimal solution.
• Horst Rittel and Melvin Webber : In the 1970s, Rittel and Webber introduced the concept of “wicked problems,” which are complex and ill-defined challenges that do not have clear solutions. They highlighted the need for a collaborative and iterative approach to tackling these wicked problems, which aligns with the principles of Design Thinking.
• David Kelley and IDEO : Design firm IDEO, co-founded by David Kelley, played a significant role in popularizing Design Thinking. IDEO embraced an interdisciplinary and human-centered approach to design, focusing on empathy, rapid prototyping, and iteration. IDEO’s successful design projects and methodologies have influenced the development and adoption of Design Thinking across various industries.
• Stanford University : Stanford University’s d.school (Hasso Plattner Institute of Design) has been instrumental in advancing Design Thinking. The d.school has developed educational programs and frameworks that emphasize hands-on experiential learning, collaboration, and empathy in problem-solving. It has played a significant role in spreading the principles of Design Thinking globally.

While these influences have contributed to the emergence and development of Design Thinking, it’s important to note that Design Thinking is an evolving and multidisciplinary approach.

It continues to be shaped by practitioners, scholars, and organizations who contribute new ideas and insights to its principles and methodologies.

Key Principles of Design Thinking

Here are key principles of Design Thinking:

• Empathy : Design thinking begins with developing a deep understanding of the needs, emotions, and experiences of the people for whom you are designing solutions. Empathy involves active listening, observation, and engaging with users to gain insights and uncover unmet needs.
• Define the Problem : In this phase, the problem is defined and reframed based on the insights gained through empathy. The focus is on creating a clear problem statement that addresses the users’ needs and aspirations.
• Ideation : The ideation phase involves generating a wide range of ideas without judgment or criticism. It encourages divergent thinking, creativity, and the exploration of various possibilities to solve the defined problem.
• Prototyping : In this phase, ideas are translated into tangible prototypes or representations that can be tested and evaluated. Prototypes can be physical objects, mock-ups, or even digital simulations. The goal is to quickly and cost-effectively bring ideas to life for feedback and iteration.
• Testing and Iteration : Prototypes are tested with end-users to gather feedback, insights, and validation. The feedback received is used to refine and iterate the design, making improvements based on real-world observations and user input.
• Implementation : Once the design has been refined and validated through testing, it is implemented and brought to life. This phase involves planning for execution, scaling up, and integrating the solution into the intended context.

Where to Go for More on Design Thinking

There are numerous resources available to learn more about design thinking. Here are three highly regarded resources that can provide a solid foundation and deeper understanding of the subject:

• “Design Thinking: Understanding How Designers Think and Work” (Book) – Nigel Cross: This book offers a comprehensive overview of design thinking, exploring its history, principles, and methodologies. Nigel Cross, a renowned design researcher, delves into the mindset and processes of designers, providing insights into their approaches to problem-solving and creativity.
• IDEO U : IDEO U is an online learning platform created by IDEO, a leading design and innovation firm. IDEO U offers a range of courses and resources focused on design thinking and innovation. Their courses provide practical guidance, case studies, and interactive exercises to deepen your understanding and application of design thinking principles.
• Stanford d.school Virtual Crash Course : The Stanford d.school offers a free Virtual Crash Course in design thinking. This online resource provides an introduction to the principles and process of design thinking through a series of videos and activities. It covers topics such as empathy, ideation, prototyping, and testing. The Virtual Crash Course is a great starting point for beginners and offers hands-on learning experiences.

These resources offer diverse perspectives and practical insights into design thinking, equipping learners with the knowledge and tools to apply design thinking principles to their own projects and challenges.

Additionally, exploring case studies and real-life examples of design thinking applications in various industries can further enhance your understanding of its effectiveness and potential impact.

Dr. John Martin on “Psychological” vs. “Procedural” Approach

Dr. John Martin of the Open University in the UK offers an insightful perspective on how various Creative Problem Solving and Brainstorming techniques differ.

In his notes for the Creative Management module of their MBA Course in 1997, he states:

“In practice, different schools of creativity training borrow from one another. The more elaborate forms of creative problem-solving, such as the Buffalo CPS method (basically brainstorming), incorporate quite a number of features found in Synectics.

However there is still a discernible split between the ‘psychological’ approaches such as Synectics that emphasize metaphor, imagery, emotion, energy etc. and ‘procedural’ approaches that concentrate on private listings, round robins etc.. Of course practitioners can combine these techniques, but there is often a discernible bias towards one or other end of the spectrum”

Brainstorming was the original Creative Problem-solving Technique, developed in the 1930s by Alex Osborn (the O of the advertising agency BBDO) and further developed by Professor Sidney Parnes of the Buffalo Institute.

The Osborn-Parnes model is the most widely practised form of brainstorming, though the word has become a generic term for any attempt to generate new ideas in an environment of suspending judgement. It may include elements of other techniques, such as de Bono’s Lateral Thinking.”

Creative Problem Solving vs. Brainstorming vs. Lateral Thinking

Creative Problem Solving, brainstorming, and lateral thinking are distinct approaches to generating ideas and solving problems. Here’s a summary of their differences:

Creative Problem Solving:

• Involves a systematic approach to problem-solving, typically following stages such as problem identification, idea generation, solution development, and implementation planning.
• Focuses on understanding the problem deeply, analyzing data, and generating a wide range of potential solutions.
• Encourages both convergent thinking (evaluating and selecting the best ideas) and divergent thinking (generating multiple ideas).
• Incorporates structured techniques and frameworks to guide the problem-solving process, such as the Osborn-Parnes model.

Brainstorming:

• A specific technique within Creative Problem Solving, developed by Alex Osborn, which aims to generate a large quantity of ideas in a short amount of time.
• Involves a group of individuals openly sharing ideas without judgment or criticism.
• Emphasizes quantity over quality, encouraging participants to build upon each other’s ideas and think creatively.
• Typically involves following guidelines, such as deferring judgment, encouraging wild ideas, and combining and improving upon suggestions.

Lateral Thinking (Edward de Bono’s Lateral Thinking):

• Introduced by Edward de Bono, lateral thinking is a deliberate and structured approach to thinking differently and generating innovative ideas.
• Involves deliberately challenging traditional thinking patterns and assumptions to arrive at unconventional solutions.
• Encourages the use of techniques like random stimulation, provocative statements, and deliberate provocation to shift perspectives and break fixed thought patterns.
• Focuses on generating out-of-the-box ideas that may not arise through traditional problem-solving methods.

While there can be overlaps and combinations of these approaches in practice, each approach has its distinct emphasis and techniques.

Creative Problem Solving provides a structured framework for problem-solving, brainstorming emphasizes idea generation within a group setting, and lateral thinking promotes thinking outside the box to arrive at unconventional solutions.

Creative Problem Solving Empowers You to Change Your World

The Creative Problem Solving process is a valuable framework that enables individuals and teams to approach complex problems with a structured and creative mindset.

By following the stages of clarifying the problem, generating ideas, developing solutions, implementing the chosen solution, and evaluating the outcomes, the process guides participants through a systematic and iterative journey of problem-solving.

Throughout this deep dive, we’ve explored the essence of Creative Problem Solving, its key stages, and variations. We’ve seen how different methodologies, such as Osborn-Parnes Creative Problem Solving, FourSight Thinking Profiles, Basadur’s Innovative Process, Synectics, SCAMPER, and Design Thinking, offer unique perspectives and techniques to enhance the creative problem-solving experience.

By embracing these frameworks and techniques, individuals and teams can tap into their creative potential , break free from conventional thinking patterns, and unlock innovative solutions.

Creative Problem Solving empowers us to approach challenges with curiosity, open-mindedness, and a collaborative spirit , fostering a culture of innovation and continuous improvement.

Remember, creative problem solving is a skill that can be developed and honed over time. By adopting a flexible and adaptable mindset , embracing diverse perspectives, and applying various creativity tools, we can navigate the complexities of problem-solving and uncover solutions that drive positive change.

Let’s enjoy our creative problem-solving journey by embracing the unknown and transforming challenges into opportunities for growth and innovation.

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About JD Meier

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