StrategyPunk

Master the 7-Step Problem-Solving Process for Better Decision-Making

Discover the powerful 7-Step Problem-Solving Process to make better decisions and achieve better outcomes. Master the art of problem-solving in this comprehensive guide. Download the Free PowerPoint and PDF Template.

StrategyPunk

StrategyPunk

Master the 7-Step Problem-Solving Process for Better Decision-Making

Introduction

Mastering the art of problem-solving is crucial for making better decisions. Whether you're a student, a business owner, or an employee, problem-solving skills can help you tackle complex issues and find practical solutions. The 7-Step Problem-Solving Process is a proven method that can help you approach problems systematically and efficiently.

The 7-Step Problem-Solving Process involves steps that guide you through the problem-solving process. The first step is to define the problem, followed by disaggregating the problem into smaller, more manageable parts. Next, you prioritize the features and create a work plan to address each. Then, you analyze each piece, synthesize the information, and communicate your findings to others.

By following this process, you can avoid jumping to conclusions, overlooking important details, or making hasty decisions. Instead, you can approach problems with a clear and structured mindset, which can help you make better decisions and achieve better outcomes.

In this article, we'll explore each step of the 7-Step Problem-Solving Process in detail so you can start mastering this valuable skill. At the end of the blog post, you can download the process's free PowerPoint and PDF templates .

seven step problem solving process

Step 1: Define the Problem

The first step in the problem-solving process is to define the problem. This step is crucial because finding a solution is only accessible if the problem is clearly defined. The problem must be specific, measurable, and achievable.

One way to define the problem is to ask the right questions. Questions like "What is the problem?" and "What are the causes of the problem?" can help. Gathering data and information about the issue to assist in the definition process is also essential.

Another critical aspect of defining the problem is identifying the stakeholders. Who is affected by it? Who has a stake in finding a solution? Identifying the stakeholders can help ensure that the problem is defined in a way that considers the needs and concerns of all those affected.

Once the problem is defined, it is essential to communicate the definition to all stakeholders. This helps to ensure that everyone is on the same page and that there is a shared understanding of the problem.

Step 2: Disaggregate

After defining the problem, the next step in the 7-step problem-solving process is to disaggregate the problem into smaller, more manageable parts. Disaggregation helps break down the problem into smaller pieces that can be analyzed individually. This step is crucial in understanding the root cause of the problem and identifying the most effective solutions.

Disaggregation can be achieved by breaking down the problem into sub-problems, identifying the contributing factors, and analyzing the relationships between these factors. This step helps identify the most critical factors that must be addressed to solve the problem.

A tree or fishbone diagram is one effective way to disaggregate a problem. These diagrams help identify the different factors contributing to the problem and how they are related. Another way is to use a table to list the other factors contributing to the situation and their corresponding impact on the issue.

Disaggregation helps in breaking down complex problems into smaller, more manageable parts. It helps understand the relationships between different factors contributing to the problem and identify the most critical factors that must be addressed. By disaggregating the problem, decision-makers can focus on the most vital areas, leading to more effective solutions.

Step 3: Prioritize

After defining the problem and disaggregating it into smaller parts, the next step in the 7-step problem-solving process is prioritizing the issues that need addressing. Prioritizing helps to focus on the most pressing issues and allocate resources more effectively.

There are several ways to prioritize issues, including:

  • Urgency: Prioritize issues based on their urgency. Problems that require immediate attention should be addressed first.
  • Impact: Prioritize issues based on their impact on the organization or stakeholders. Problems with a high impact should be given priority.
  • Resources: Prioritize issues based on the resources required to address them. Problems that require fewer resources should be dealt with first.

It is important to involve stakeholders in the prioritization process, considering their concerns and needs. This can be done through surveys, focus groups, or other forms of engagement.

Once the issues have been prioritized, developing a plan of action to address them is essential. This involves identifying the resources required, setting timelines, and assigning responsibilities.

Prioritizing issues is a critical step in problem-solving. By focusing on the most pressing problems, organizations can allocate resources more effectively and make better decisions.

Step 4: Workplan

After defining the problem, disaggregating, and prioritizing the issues, the next step in the 7-step problem-solving process is to develop a work plan. This step involves creating a roadmap that outlines the steps needed to solve the problem.

The work plan should include a list of tasks, deadlines, and responsibilities for each team member involved in the problem-solving process. Assigning tasks based on each team member's strengths and expertise ensures the work is completed efficiently and effectively.

Creating a work plan can help keep the team on track and ensure everyone is working towards the same goal. It can also help to identify potential roadblocks or challenges that may arise during the problem-solving process and develop contingency plans to address them.

Several tools and techniques can be used to develop a work plan, including Gantt charts, flowcharts, and mind maps. These tools can help to visualize the steps needed to solve the problem and identify dependencies between tasks.

Developing a work plan is a critical step in the problem-solving process. It provides a clear roadmap for solving the problem and ensures everyone involved is aligned and working towards the same goal.

Step 5: Analysis

Once the problem has been defined and disaggregated, the next step is to analyze the information gathered. This step involves examining the data, identifying patterns, and determining the root cause of the problem.

Several methods can be used during the analysis phase, including:

  • Root cause analysis
  • Pareto analysis
  • SWOT analysis

Root cause analysis is a popular method used to identify the underlying cause of a problem. This method involves asking a series of "why" questions to get to the root cause of the issue.

Pareto analysis is another method that can be used during the analysis phase. This method involves identifying the 20% of causes responsible for 80% of the problems. By focusing on these critical causes, organizations can make significant improvements.

Finally, SWOT analysis is a valuable tool for analyzing the internal and external factors that may impact the problem. This method involves identifying the strengths, weaknesses, opportunities, and threats related to the issue.

Overall, the analysis phase is critical for identifying the root cause of the problem and developing practical solutions. By using a combination of methods, organizations can gain a deeper understanding of the issue and make informed decisions.

Step 6: Synthesize

Once the analysis phase is complete, it is time to synthesize the information gathered to arrive at a solution. During this step, the focus is on identifying the most viable solution that addresses the problem. This involves examining and combining the analysis results for a clear and concise conclusion.

One way to synthesize the information is to use a decision matrix. This involves creating a table that lists the potential solutions and the essential criteria for making a decision. Each answer is then rated against each standard, and the scores are tallied to arrive at a final decision.

Another approach to synthesizing the information is to use a mind map. This involves creating a visual representation of the problem and the potential solutions. The mind map can identify the relationships between the different pieces of information and help prioritize the solutions.

During the synthesis phase, it is vital to remain open-minded and consider all potential solutions. Involving all stakeholders in the decision-making process is essential to ensure everyone's perspectives are considered.

Step 7: Communicate

After synthesizing the information, the next step is communicating the findings to the relevant stakeholders. This is a crucial step because it helps to ensure that everyone is on the same page and that the decision-making process is transparent.

One effective way to communicate the findings is through a well-organized report. The report should include the problem statement, the analysis, the synthesis, and the recommended solution. It should be clear, concise, and easy to understand.

In addition to the report, a presentation explaining the findings is essential. The presentation should be tailored to the audience and highlight the report's key points. Visual aids such as tables, graphs, and charts can make the presentation more engaging.

During the presentation, it is essential to be open to feedback and questions from the audience. This helps ensure everyone agrees with the recommended solution and addresses concerns or objections.

Effective communication is vital to ensuring the decision-making process is successful. Stakeholders can make informed decisions and work towards a common goal by communicating the findings clearly and concisely.

The 7-step problem-solving process is a powerful tool for helping individuals and organizations make better decisions. By following these steps, individuals can identify the root cause of a problem, prioritize potential solutions, and develop a clear plan of action. This process can be applied to various scenarios, from personal challenges to complex business problems.

Through disaggregation, individuals can break down complex problems into smaller, more manageable parts. By prioritizing potential solutions, individuals can focus their efforts on the most impactful actions. The work step allows individuals to develop a clear action plan, while the analysis step provides a framework for evaluating possible solutions.

The synthesis step combines all the information gathered to develop a comprehensive solution. Finally, the communication step allows individuals to share their answers with others and gather feedback.

By mastering the 7-step problem-solving process, individuals can become more effective decision-makers and problem-solvers. This process can help individuals and organizations save time and resources while improving outcomes. With practice, individuals can develop the skills to apply this process to a wide range of scenarios and make better decisions in all areas of life.

7-Step Problem-Solving Process PPT Template

Free powerpoint and pdf template, executive summary: the 7-step problem-solving process.

seven step problem solving process

The 7-Step Problem-Solving Process is a robust and systematic method to help individuals and organizations make better decisions by tackling complex issues and finding practical solutions. This process comprises defining the problem, disaggregating it into smaller parts, prioritizing the issues, creating a work plan, analyzing the data, synthesizing the information, and communicating the findings.

By following these steps, individuals can identify the root cause of a problem, break it down into manageable components, and prioritize the most impactful actions. The work plan, analysis, and synthesis steps provide a framework for developing comprehensive solutions, while the communication step ensures transparency and stakeholder engagement.

Mastering this process can improve decision-making and problem-solving capabilities, save time and resources, and improve outcomes in personal and professional contexts.

Please buy me a coffee.

I'd appreciate your support if my templates have saved you time or helped you start a project. Buy Me a Coffee is a simple way to show your appreciation and help me continue creating high-quality templates that meet your needs.

Buy Me A Coffee

7-Step Problem-Solving Process PDF Template

7-step problem-solving process powerpoint template.

Global Bites: PESTLE Insights into Nestlé (Free PPT)

Global Bites: PESTLE Insights into Nestlé (Free PPT)

Download our free PPT template for in-depth PESTLE insights into Nestlé's global strategy. Learn more today!

PESTLE Analysis: Decoding Reddit's Landscape (Free PPT)

PESTLE Analysis: Decoding Reddit's Landscape (Free PPT)

Decode Reddit's global influence with our free PowerPoint PESTLE Analysis. Explore the hub of vibrant discussions and ideas.

Navigating the Terrain: A PESTLE Analysis of Lululemon (Free PowerPoint)

Navigating the Terrain: A PESTLE Analysis of Lululemon (Free PowerPoint)

Explore Lululemon's business terrain with our free PESTLE analysis PowerPoint. Instant access!

The Art of Strategic Leadership: 5 Keys to Success by Willie Peterson

The Art of Strategic Leadership: 5 Keys to Success by Willie Peterson

Explore Willie Peterson's 5 crucial strategies for strategic leadership. Master learning, customer focus, and effective storytelling.

seven step problem solving process

 FourWeekMBA

The Leading Source of Insights On Business Model Strategy & Tech Business Models

7-steps-to-problem-solving

7 Steps To Problem-Solving

The 7 steps to problem-solving is a disciplined and methodical approach to identifying and then addressing the root cause of problems. Instead, a more robust approach involves working through a problem using the hypothesis-driven framework of the scientific method. Each viable hypothesis is tested using a range of specific diagnostics and then recommendations are made.

Table of Contents

Understanding the 7 steps to problem-solving

The core argument of this approach is that the most obvious solutions to a problem are often not the best solutions. 

Good problem-solving in business is a skill that must be learned. Businesses that are adept at problem-solving take responsibility for their own decisions and have courage and confidence in their convictions. Ultimately, this removes doubt which can impede the growth of businesses and indeed employees alike.

Moving through the 7 steps to problem-solving

Although many versions of the 7-step approach exist, the McKinsey approach is the most widely used in business settings. Here is how decision makers can move through each of the steps systematically.

Step 1 – Define the problem

First, the scope and extent of the problem must be identified. Actions and behaviors of individuals must be the focus – instead of a focus on the individuals themselves. Whatever the case, the problem must be clearly defined and be universally accepted by all relevant parties.

Step 2 – Disaggregate the problem

In the second step, break down the problem (challenge) into smaller parts using logic trees and develop an early hypothesis. Here, economic and scientific principles can be useful in brainstorming potential solutions. Avoid cognitive biases, such as deciding that a previous solution should be used again because it worked last time.

Step 3 – Prioritize issues

Which constituent parts could be key driving factors of the problem? Prioritize each according to those which have the biggest impact on the problem. Eliminate parts that have negligible impact. This step helps businesses use their resources wisely.

Step 4 – Plan the analyses

Before testing each hypothesis, develop a work and process plan for each. Staff should be assigned to analytical tasks with unique output and completion dates. Hypothesis testing should also be reviewed at regular intervals to measure viability and adjust strategies accordingly.

Step 5 – Conduct the analyses

In step five, gather the critical data required to accept or reject each hypothesis. Data analysis methods will vary according to the nature of the project, but each business must understand the reasons for implementing specific methods. In question-based problem solving, the Five Whys or Fishbone method may be used. More complicated problems may require the use of statistical analysis . In any case, this is often the longest and most complex step of the process. 

Step 6 – Synthesise the results

Once the results have been determined, they must be synthesized in such a way that they can be tested for validity and logic. In a business context, assess the implications of the findings for a business moving forward. Does it solve the problem? 

Step 7 – Communicate

In the final step, the business must present the solutions in such a way that they link back to the original problem statement. When presenting to clients, this is vital. It shows that the business understands the problem and has a solution supported by facts or hard data. Above all, the data should be woven into a convincing story that ends with recommendations for future action.

Key takeaways

  • 7 steps to problem-solving is a methodical approach to problem-solving based on the scientific method.
  • Although a somewhat rigorous approach, the strategy can be learned by any business willing to devote the time and resources.
  • Fundamentally, the 7 steps to problem-solving method involves formulating and then testing hypotheses. Through the process of elimination, a business can narrow its focus to the likely root cause of a problem.

Key Highlights

  • Definition : The 7 Steps to Problem-Solving is a structured methodology rooted in the scientific method. It emphasizes systematic hypothesis testing and data analysis to identify and address the root cause of problems, avoiding surface-level solutions.
  • Problem-Solving Skill : Effective problem-solving is a learned skill that fosters responsible decision-making, boosts confidence, and supports business growth .
  • Define the Problem : Clearly outline the problem’s scope and impact, focusing on actions and behaviors rather than individuals.
  • Disaggregate the Problem : Break down the problem into smaller parts using logic trees and form early hypotheses. Avoid biases from past solutions.
  • Prioritize Issues : Identify key driving factors of the problem and prioritize them by impact. Eliminate parts with minimal impact to allocate resources efficiently.
  • Plan the Analyses : Develop work and process plans for hypothesis testing, assigning staff and setting completion dates. Regularly review and adjust strategies.
  • Conduct the Analyses : Gather critical data to accept or reject hypotheses. Use methods like Five Whys, Fishbone diagrams, or statistical analysis .
  • Synthesize the Results : Combine and analyze results to determine their validity and implications for the business . Assess if the problem is solved.
  • Communicate : Present solutions that link back to the original problem statement, supported by facts. Create a compelling story ending with recommendations.
  • The 7 Steps to Problem-Solving is based on the scientific method.
  • It requires a structured approach to formulating and testing hypotheses.
  • Businesses willing to invest time and resources can learn and apply this method effectively.

Connected Decision-Making Frameworks

Cynefin Framework

cynefin-framework

SWOT Analysis

swot-analysis

Personal SWOT Analysis

personal-swot-analysis

Pareto Analysis

pareto-principle-pareto-analysis

Failure Mode And Effects Analysis

failure-mode-and-effects-analysis

Blindspot Analysis

blindspot-analysis

Comparable Company Analysis

comparable-company-analysis

Cost-Benefit Analysis

cost-benefit-analysis

Agile Business Analysis

agile-business-analysis

SOAR Analysis

soar-analysis

STEEPLE Analysis

steeple-analysis

Pestel Analysis

pestel-analysis

DESTEP Analysis

destep-analysis

Paired Comparison Analysis

paired-comparison-analysis

Related Strategy Concepts:  Go-To-Market Strategy ,  Marketing Strategy ,  Business Models ,  Tech Business Models ,  Jobs-To-Be Done ,  Design Thinking ,  Lean Startup Canvas ,  Value Chain ,  Value Proposition Canvas ,  Balanced Scorecard ,  Business Model Canvas ,  SWOT Analysis ,  Growth Hacking ,  Bundling ,  Unbundling ,  Bootstrapping ,  Venture Capital ,  Porter’s Five Forces ,  Porter’s Generic Strategies ,  Porter’s Five Forces ,  PESTEL Analysis ,  SWOT ,  Porter’s Diamond Model ,  Ansoff ,  Technology Adoption Curve ,  TOWS ,  SOAR ,  Balanced

Read Next:  Mental Models ,  Biases ,  Bounded Rationality ,  Mandela Effect ,  Dunning-Kruger Effect ,  Lindy Effect ,  Crowding Out Effect ,  Bandwagon Effect ,  Decision-Making Matrix .

  • Business Models
  • Business Strategy
  • Marketing Strategy
  • Business Model Innovation
  • Platform Business Models
  • Network Effects In A Nutshell
  • Digital Business Models

More Resources

eight-disciplines-problem-solving

About The Author

' src=

Gennaro Cuofano

Discover more from fourweekmba.

Subscribe now to keep reading and get access to the full archive.

Type your email…

Continue reading

  • 70+ Business Models
  • Airbnb Business Model
  • Amazon Business Model
  • Apple Business Model
  • Google Business Model
  • Facebook [Meta] Business Model
  • Microsoft Business Model
  • Netflix Business Model
  • Uber Business Model

seven step problem solving process

  • Decision Making
  • Goal Setting
  • Managing Performance
  • Managing Projects and Change
  • Managing Through Covid
  • Personal Development
  • Problem Solving
  • Time Management
  • Workplace Well-being
  • Free Downloads

Seven Step Problem Solving Technique

What's the problem?

Our seven step problem solving technique provides a structured basis to help deliver outcomes and solutions to your problems. (But if you’re in hurry, click here for our “manage in a minute” tip: 7 Problem Solving Steps ).

Ever heard people say (or perhaps said yourself) things like :

“I wished we hadn’t jumped to that solution so quickly.”

“I think we may have solved the wrong problem.”

“It was only at the end that I realised we had acted too quickly with too little information.”

“The solution we went ahead with turned out to be impractical and too expensive.”

A structured process helps ensure you stay on track with what you really need to do, to solve a problem.

The seven step problem solving technique covers:

  • Finding the right problem to solve
  • Defining the problem
  • Analysing the problem
  • Developing possibilities
  • Selecting the best solution
  • Implementing
  • Evaluating and learning

You’ll find a brief explanation of these points below. Once you’ve read these, you can find more details, in our comprehensive guide to problem solving: What’s the Problem (with a tool for each or our problem solving steps).

1 Find the Right Problems to Solve

Surprised to start with this step? Not many problem solving processes include this step, yet it is absolutely crucial. Think how often we spend time and resources on problems which don’t necessarily demand such attention. Ask yourself “Is it the right problem to solve?”. This is also one of the most important stages in our seven step problem solving technique. Why?

Well too often our approach to problem solving is reactive, we wait for the problems to arise. So firstly in our seven step problem solving process, we advocate taking a proactive approach, go and find problems to solve; important and valuable problems. The real starting point then for any problem solving process is to find the right problem to solve.

How do you go about finding the right problems to solve?

That’s what we set to answer in our problem solving skill article: “Finding the Right problems to Solve”. You will find useful management tips in this activity to start the problem solving process by looking firstly at the possibilities in your current issues and then secondly looking to the future.

2 Define the Problem

It is very tempting to gloss over this step and move to analysis and solutions. However, like the first step, it is one of the secrets of effective problem solving and helps to differentiate our seven step problem solving technique. Combining problems that are valuable to solve, with defining exactly what you are trying to solve, can dramatically improve the effectiveness of the problem solving process. The secret to defining the problem, is really about attitude. Try to see every problem as an opportunity.

This is the crucial attitude which will then help you define the problem in a way which focuses on the potential and opportunity in the situation. Peter Drucker advocates that we should starve problems and start feeding opportunities. Perhaps because we don’t see the right problems to solve or the opportunity in solving them. Essentially Drucker suggests that we should move from a problem focus to an opportunity focus.

Define your problem as an opportunity! Our problem solving activity tool does just that, providing a process to frame your problem as an opportunity and a question checklist to help you define what exactly the problem is, and why it is worth your while solving it. The question checklist also leads you through a structured set of questions to start the analysis of the problem. Which is the next step in the seven step problem solving technique.

3 Analyse the Problem

Analysis is a process of discovery of the facts, finding out what you know about the situation. The problem solving activity question checklist leads you through a set of questions to identify the nature of the problem and to analyse what it is and what it isn’t.

One of the most important aspects of analysing any situation is involving the right people.

In “ the best management tools ever: a good question ” we suggest using Reg Revans approach of asking three questions:

  • Who knows? – about the situation/opportunity, or who has the information we need to solve it/realise it
  • Who cares? – that something is done about it
  • Who can? – do something about the solution

These questions are fundamental management tips. They help us to identify the people who need to come together, in order to take appropriate action to solve an issue or realise an opportunity.

Analysis often requires a detailed examination of the situation. This is an important element in seven step problem solving.

An excellent approach to detailed examination is adopted in our structured problem solving technique which uses four steps to improve processes in your organisation. This management tool firstly helps you define the current situation, then challenges all aspects of that current process. The third and fourth steps are to develop options and then seek an optimal solution. The tool leads us from analysis to the next two stages in our seven step problem solving technique, that is developing options and selecting a solution.

4 Develop Possibilities

The previous steps will have already revealed plenty of possibilities for solving the problem and realising the opportunities. At this stage it is important to give time and space for creative solutions. Placing a high value on the ideas of others is a crucial leadership concept and facilitator skill when generating ideas to solve problems.

We have already suggested that for effective problem solving you need to ensure that you find the right problems to solve and then ask yourself what opportunities are created by solving this problem. But how do you focus on opportunities?

We have developed a tool, the power of positive thinking , which helps you to focus on those opportunities, using 5 questions that create opportunities. A group process is recommended to help get possible solutions from a wide range of people – solutions which can create significant opportunities for the organisation.

A second resource provides a great process to explore new possibilities and potential. In “ the best management tools ever: a good question ” there is a tool which groups questions to help you:

  • focus collective attention on the situation
  • connect ideas and deeper insight
  • create forward momentum and move to action

A rich range of possible solutions opens up the opportunities. When you consider you have plenty of ideas with potential it’s time to make a decision.

5 Select the Best Solution

The next phase in our seven step problem solving technique is to consider the number of solutions found. It’s likely that more than one will be viable so how do you decide which solution to select? There will be constraints restricting what you can do, issues about whether solutions fit within what is currently done, and various stakeholders views to consider. Solutions therefore need to be evaluated. A powerful way to do this has been proposed by Peter Drucker. In our business planning tool, “ business goal setting “, we suggest using Drucker’s three criteria as a filter to select ideas to take forward. To screen your ideas apply the three filter tests:

  • Operational validity – Can you take action on this idea, or can you only talk about it? Can you really do something right away to bring about the kind of future you desire?
  • Economic validity – Will the idea produce economic result? What would be the early indicators that it was working?
  • Personal commitment – Do you really believe in the idea? Do you really want to be that kind of people, do that kind of work, and run that kind of business?

Take you time answering these questions. You may well find that many of the other stages in our business goal setting article can help in the problem solving process. Especially if the problem is of organisational significance and its solution could impact the direction the business or unit takes.

6 Implement

Implementing the seven step problem solving technique moves to a project implementation process. But before putting your decision into effect check that you have:

  • carefully defined the problem, and the desired outcome
  • analysed the problem at length
  • collected every available item of information about it
  • explored all possible avenues, and generated every conceivable option
  • chosen the best alternative after considerable deliberation.

To implement first make sure that you follow project management guidelines , particularly to be clear on the outcomes, ask yourself what will be different when you solve the problem and realise the opportunity.

Secondly what are the objectives, these should clearly demonstrate how you will get to the outcomes. Gaining clarity on these, and acceptance from the various stakeholders is crucial to succeeding.

The implementation process can then effectively follow a project management model of:

  • Do it – carry out activities to implement
  • Deliver it – test and ensure it has met the outcomes

Make sure that the three “who’s” are with you!

During the seven step problem solving process you should build the commitment of those:

  • who care – they want to see a solution,
  • who can – they are able to make it happen
  • who know – they can help you implement effectively.

7 Evaluate and Learn from the seven step problem solving technique

You will have done some things really well by applying this seven step problem solving technique. It would be all too easy to forget them in rushing to solve the next problem, or to implement the solution. You should evaluate at least two areas:

  • How you carried out the seven step problem solving process
  • The effectiveness of the solution you implemented. Did it deliver the outcomes you expected?

You should also ask what you are now able to do, or what you could do next, now that you have improved things by solving the problem. What further opportunities can you now realise that you weren’t able to before?

This seven step problem solving technique ensures you follow a systematic process but it also emphasises two secrets of effective problem solving:

  • Use your problem solving skills to ask: “is it the right problem to solve?”
  • Then ensure that any problem solving activity asks the question: “what opportunities are created by this problem?”

The eighth problem solving step

What's the Problem?

  • Tool 1: When you don’t know what to do
  • Tool 2: Defining questions for problem solving
  • Tool 3: Finding the right problems to solve
  • Tool 4: Problem solving check-list
  • Tool 4a: Using the question check-list with your team
  • Tool 5: Problem analysis in 4 steps
  • Tool 5a: Using 4 Step problem analysis with your team
  • Tool 6: Questions that create possibilities
  • Tool 6a: Using the 5 questions with your team
  • Tool 6b: Putting creativity to work – 5 alternate questions
  • Tool 6c: Workshop outline
  • Tool 7: Evaluating alternatives
  • Tool 8: Creative thinking techniques A-Z
  • Tool 9: The 5 Whys technique

Further Reading

>> return to problem solving hub, looking for more resources.

Try our great value e-guides

Making Better Decisions

Making Better Decisions

seven step problem solving process

Managing Performance Bundle

seven step problem solving process

Goal Setting Bundle

I love your e-guides.

I’m teaching team leaders and team members 7 Step Problem Solving and found your site very enlightening and useful for my classes!!!

Kenneth - United States

Freebie

Grab a Freebie

Sign up to our newsletter and receive "How to be a Happy Manager"

Colourful Balls

Grab a Freebie!

Sign up to our newsletter and receive a free copy of "How to be a Happy Manager"

  • Name This field is for validation purposes and should be left unchanged.

The Happy Manager

  • Testimonials
  • Write For Us
  • Terms & Conditions

Knowledge Hub

What's new.

  • Why Your Business Location Has an Impact on Your Employees’ Happiness
  • How Outplacement Services Can Benefit Your Employees and Your Business
  • 5 Tips for Boosting Team Productivity
  • Employee Happiness and Social Media: A Strategy for Business Success?
  • Best Practices for Managing Large Engineering Projects
  • Can Applicant Tracking Systems Improve the Selection Process?

© 2024 The Happy Manager. Part of Apex Leadership Ltd. Tel +44 (0)7572 797430

  • Privacy Policy

Website by Limely

Click on the links to download your free tools

  • Email This field is for validation purposes and should be left unchanged.

This website uses cookies to ensure you get the best experience on our website. Learn More

loading

How it works

For Business

Join Mind Tools

Article • 4 min read

The Problem-Solving Process

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

By the Mind Tools Content Team

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

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

seven step problem solving process

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

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

seven step problem solving process

1. Define the Problem

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

2. Analyze the Problem

Ask yourself, and others, the following questions.

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

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

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

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

3. Generate Potential Solutions

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

4. Select Best Solution

When selecting the best solution, consider:

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

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

5. Take Action

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

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

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

6. Monitor and Review

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

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

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

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

Join Mind Tools and get access to exclusive content.

This resource is only available to Mind Tools members.

Already a member? Please Login here

seven step problem solving process

Get 30% off your first year of Mind Tools

Great teams begin with empowered leaders. Our tools and resources offer the support to let you flourish into leadership. Join today!

Sign-up to our newsletter

Subscribing to the Mind Tools newsletter will keep you up-to-date with our latest updates and newest resources.

Subscribe now

Business Skills

Personal Development

Leadership and Management

Member Extras

Most Popular

Latest Updates

Article aaimtlg

Tips for Dealing with Customers Effectively

Article aafqx8n

Pain Points Podcast - Procrastination

Mind Tools Store

About Mind Tools Content

Discover something new today

Pain points podcast - starting a new job.

How to Hit the Ground Running!

Ten Dos and Don'ts of Career Conversations

How to talk to team members about their career aspirations.

How Emotionally Intelligent Are You?

Boosting Your People Skills

Self-Assessment

What's Your Leadership Style?

Learn About the Strengths and Weaknesses of the Way You Like to Lead

Recommended for you

Finance management.

Business Operations and Process Management

Strategy Tools

Customer Service

Business Ethics and Values

Handling Information and Data

Project Management

Knowledge Management

Self-Development and Goal Setting

Time Management

Presentation Skills

Learning Skills

Career Skills

Communication Skills

Negotiation, Persuasion and Influence

Working With Others

Difficult Conversations

Creativity Tools

Self-Management

Work-Life Balance

Stress Management and Wellbeing

Coaching and Mentoring

Change Management

Team Management

Managing Conflict

Delegation and Empowerment

Performance Management

Leadership Skills

Developing Your Team

Talent Management

Problem Solving

Decision Making

Member Podcast

Umbrex Logo

Resources >

Mckinsey approach to problem solving, a guide to the 7-step mckinsey problem solving process.

McKinsey and Company is recognized for its rigorous approach to problem solving. They train their consultants on their seven-step process that anyone can learn.

This resource guides you through that process, largely informed by the McKinsey Staff Paper 66. It also includes a PowerPoint Toolkit with slide templates of each step of the process that you can download and customize for your own use.

The McKinsey Approach to Problem Solving

In this guide you'll learn:

Overview of the mckinsey approach to problem solving, problem solving process.

  • Problem Definition & Problem Statement Worksheet

Stakeholder Analysis Worksheet

Hypothesis trees, issue trees, analyses and workplan, synthesize findings, craft recommendations, distinctiveness practices, harness the power of collaboration, sources and additional reading, request the mckinsey approach to problem solving.

Problem solving — finding the optimal solution to a given business opportunity or challenge — is the very heart of how consultants create client impact, and considered the most important skill for success at McKinsey.

The characteristic “McKinsey method” of problem solving is a structured, inductive approach that can be used to solve any problem. Using this standardized process saves us from reinventing the problem-solving wheel, and allows for greater focus on distinctiveness in the solution. Every new McKinsey associate must learn this method on his or her first day with the firm.

There are four fundamental disciplines of the McKinsey method:

1. Problem definition

A thorough understanding and crisp definition of the problem.

2. The problem-solving process

Structuring the problem, prioritizing the issues, planning analyses, conducting analyses, synthesizing findings, and developing recommendations.

3. Distinctiveness practices

Constructing alternative perspectives; identifying relationships; distilling the essence of an issue, analysis, or recommendation; and staying ahead of others in the problem-solving process.

4. Collaboratio n

Actively seeking out client, customer, and supplier perspectives, as well as internal and external expert insight and knowledge.

Once the problem has been defined, the problem-solving process proceeds with a series of steps:

  • Structure the problem
  • Prioritize the issues
  • Plan analyses
  • Conduct analyses
  • Synthesize findings
  • Develop recommendations

Not all problems require strict adherence to the process. Some steps may be truncated, such as when specific knowledge or analogies from other industries make it possible to construct hypotheses and associated workplans earlier than their formal place in the process. Nonetheless, it remains important to be capable of executing every step in the basic process.

When confronted with a new and complex problem, this process establishes a path to defining and disaggregating the problem in a way that will allow the team to move to a solution. The process also ensures nothing is missed and concentrates efforts on the highest-impact areas. Adhering to the process gives the client clear steps to follow, building confidence, credibility, and long-term capability.

Problem-solving process

Problem Definition & Problem Statement Worksheet

The most important step in your entire project is to first carefully define the problem. The problem definition will serve the guide all of the team’s work, so it is critical to ensure that all key stakeholders agree that it is the right problem to be solving.

Problem Statement Worksheet

This is a helpful tool to use to clearly define the problem. There are often dozens of issues that a team could focus on, and it is often not obvious how to define the problem. In any real-life situation, there are many possible problem statements. Your choice of problem statement will serve to constrain the range of possible solutions.

  • Use a question . The problem statement should be phrased as a question, such that the answer will be the solution. Make the question SMART: specific, measurable, action-oriented, relevant, and time-bound. Example: “How can XYZ Bank close the $100 million profitability gap in two years?”
  • Context . What are the internal and external situations and complications facing the client, such as industry trends, relative position within the industry, capability gaps, financial flexibility, and so on?
  • Success criteria . Understand how the client and the team define success and failure. In addition to any quantitative measures identified in the basic question, identify other important quantitative or qualitative measures of success, including timing of impact, visibility of improvement, client capability building required, necessary mindset shifts, and so on.
  • Scope and constraints . Scope most commonly covers the markets or segments of interest, whereas constraints govern restrictions on the nature of solutions within those markets or segments.
  • Stakeholders . Explore who really makes the decisions — who decides, who can help, and who can block.
  • Key sources of insight . What best-practice expertise, knowledge, and engagement approaches already exist? What knowledge from the client, suppliers, and customers needs to be accessed? Be as specific as possible: who, what, when, how, and why.

seven step problem solving process

The problem definition should not be vague, without clear measures of success. Rather, it should be a SMART definition:

  • Action-oriented

Example situation – A family on Friday evening

Scenario: A mother, a father, and their two teenage children have all arrived home on a Friday at 6 p.m. The family has not prepared dinner for Friday evening. The daughter has lacrosse practice on Saturday and an essay to write for English class due on Monday. The son has theatre rehearsal on both Saturday and Sunday and will need one parent to drive him to the high school both days, though he can get a ride home with a friend. The family dog, a poodle, must be taken to the groomer on Saturday morning. The mother will need to spend time this weekend working on assignments for her finance class she is taking as part of her Executive MBA. The father plans to go on a 100-mile bike ride, which he can do either Saturday or Sunday. The family has two cars, but one is at the body shop. They are trying to save money to pay for an addition to their house.

What is the problem definition?

A statement of facts does not focus the problem solving:

It is 6 p.m. The family has not made plans for dinner, and they are hungry.

A question guides the team towards a solution:

1. What should the family do for dinner on Friday night?

2. Should the family cook dinner or order delivery?

3. What should the family cook for dinner?

4. What should the family cook for dinner that will not require spending more than $40 on groceries?

5. To cook dinner, what do they need to pick up from the supermarket?

6. How can the family prepare dinner within the next hour using ingredients they already have in the house?

Checklist- Characteristics of a useful problem definition

In completing the Problem Statement Worksheet, you are prompted to define the key stakeholders.

As you become involved in the problem-solving process, you should expand the question of key stakeholders to include what the team wants from them and what they want from the team, their values and motivations (helpful and unhelpful), and the communications mechanisms that will be most effective for each of them.

Using the Stakeholder Analysis Worksheet allows you to comprehensively identify:

  • Stakeholders
  • What you need from them
  • Where they are
  • What they need from you

Stakeholder analysis

The two most helpful techniques for rigorously structuring any problem are hypothesis trees and issue trees. Each of these techniques disaggregates the primary question into a cascade of issues or hypotheses that, when addressed, will together answer the primary question.

A hypothesis tree might break down the same question into two or more hypotheses. 

Example: Alpha Manufacturing, Inc.

Problem Statement: How can Alpha increase EBITDA by $13M (to $50M) by 2025?

The hypotheses might be:

  • Alpha can add $125M revenues by expanding to new customers, adding $8M of EBITDA
  • Alpha can reduce costs to improve EBITDA by $5M

These hypotheses will be further disaggregated into subsidiary hypotheses at the next level of the tree.

Hypothesis tree

The aim at this stage is to structure the problem into discrete, mutually exclusive pieces that are small enough to yield to analysis and that, taken together, are collectively exhaustive.

Articulating the problem as hypotheses, rather than issues, is the preferred approach because it leads to a more focused analysis of the problem. Questions to ask include:

  • Is it testable – can you prove or disprove it?
  • It is open to debate? If it cannot be wrong, it is simply a statement of fact and unlikely to produce keen insight.
  • If you reversed your hypothesis – literally, hypothesized that the exact opposite were true – would you care about the difference it would make to your overall logic?
  • If you shared your hypothesis with the CEO, would it sound naive or obvious?
  • Does it point directly to an action or actions that the client might take?

Quickly developing a powerful hypothesis tree enables us to develop solutions more rapidly that will have real impact. This can sometimes seem premature to clients, who might find the “solution” reached too quickly and want to see the analysis behind it.

Take care to explain the approach (most important, that a hypothesis is not an answer) and its benefits (that a good hypothesis is the basis of a proven means of successful problem solving and avoids “boiling the ocean”).

Often, the team has insufficient knowledge to build a complete hypothesis tree at the start of an engagement. In these cases, it is best to begin by structuring the problem using an issue tree.

An issue tree is best set out as a series of open questions in sentence form. For example, “How can the client minimize its tax burden?” is more useful than “Tax.” Open questions – those that begin with what, how, or why– produce deeper insights than closed ones. In some cases, an issue tree can be sharpened by toggling between issue and hypothesis – working forward from an issue to identify the hypothesis, and back from the hypothesis to sharpen the relevant open question.

Once the problem has been structured, the next step is to prioritize the issues or hypotheses on which the team will focus its work. When prioritizing, it is common to use a two-by-two matrix – e.g., a matrix featuring “impact” and “ease of impact” as the two axes.

Applying some of these prioritization criteria will knock out portions of the issue tree altogether. Consider testing the issues against them all, albeit quickly, to help drive the prioritization process.

Once the criteria are defined, prioritizing should be straightforward: Simply map the issues to the framework and focus on those that score highest against the criteria.

As the team conducts analysis and learns more about the problem and the potential solution, make sure to revisit the prioritization matrix so as to remain focused on the highest-priority issues.

The issues might be:

  • How can Alpha increase revenue?
  • How can Alpha reduce cost?

Each of these issues is then further broken down into deeper insights to solutions.

Issue tree

If the prioritization has been carried out effectively, the team will have clarified the key issues or hypotheses that must be subjected to analysis. The aim of these analyses is to prove the hypotheses true or false, or to develop useful perspectives on each key issue. Now the task is to design an effective and efficient workplan for conducting the analyses.

Transforming the prioritized problem structure into a workplan involves two main tasks:

  • Define the blocks of work that need to be undertaken. Articulate as clearly as possible the desired end products and the analysis necessary to produce them, and estimate the resources and time required.
  • Sequence the work blocks in a way that matches the available resources to the need to deliver against key engagement milestones (e.g., important meetings, progress reviews), as well as to the overall pacing of the engagement (i.e., weekly or twice-weekly meetings, and so on).

A good workplan will detail the following for each issue or hypothesis: analyses, end products, sources, and timing and responsibility. Developing the workplan takes time; doing it well requires working through the definition of each element of the workplan in a rigorous and methodical fashion.

Plan analyses - overview

This is the most difficult element of the problem-solving process. After a period of being immersed in the details, it is crucial to step back and distinguish the important from the merely interesting. Distinctive problem solvers seek the essence of the story that will underpin a crisp recommendation for action.

Although synthesis appears, formally speaking, as the penultimate step in the process, it should happen throughout. Ideally, after you have made almost any analytical progress, you should attempt to articulate the “Day 1” or “Week 1” answer. Continue to synthesize as you go along. This will remind the team of the question you are trying to answer, assist prioritization, highlight the logical links of the emerging solution, and ensure that you have a story ready to articulate at all times during the study.

McKinsey’s primary tool for synthesizing is the pyramid principle. Essentially, this principle asserts that every synthesis should explain a single concept, per the “governing thought.” The supporting ideas in the synthesis form a thought hierarchy proceeding in a logical structure from the most detailed facts to the governing thought, ruthlessly excluding the interesting but irrelevant.

While this hierarchy can be laid out as a tree (like with issue and hypothesis trees), the best problem solvers capture it by creating dot-dash storylines — the Pyramid Structure for Grouping Arguments.

Pyramid Structure for Grouping Arguments

  • Focus on action. Articulate the thoughts at each level of the pyramid as declarative sentences, not as topics. For example, “expansion” is a topic; “We need to expand into the European market” is a declarative sentence.
  • Use storylines. PowerPoint is poor at highlighting logical connections, therefore is not a good tool for synthesis. A storyline will clarify elements that may be ambiguous in the PowerPoint presentation.
  • Keep the emerging storyline visible. Many teams find that posting the storyline or story- board on the team-room wall helps keep the thinking focused. It also helps in bringing the client along.
  • Use the situation-complication-resolution structure. The situation is the reason there is action to be taken. The com- plication is why the situation needs thinking through – typically an industry or client challenge. The resolution is the answer.
  • Down the pyramid: does each governing thought pose a single question that is answered completely by the group of boxes below it?
  • Across: is each level within the pyramid MECE?
  • Up: does each group of boxes, taken together, provide one answer – one “so what?” – that is essentially the governing thought above it?
  • Test the solution. What would it mean if your hypotheses all came true?

Attributes of pyramid structure for grouping arguments

Three Horizons of Engagement Planning

It’s useful to match the workplan to three horizons:

  • What is expected at the end of the engagement
  • What is expected at key progress reviews
  • What is due at daily and/or weekly team meetings

The detail in the workplan will typically be greater for the near term (the next week) than for the long term (the study horizon), especially early in a new engagement when considerable ambiguity about the end state remains.

Three horizons of engagement planning

It is at this point that we address the client’s questions: “What do I do, and how do I do it?” This means not offering actionable recommendations, along with a plan and client commitment for implementation.

The essence of this step is to translate the overall solution into the actions required to deliver sustained impact. A pragmatic action plan should include:

  • Relevant initiatives, along with a clear sequence, timing, and mapping of activities required
  • Clear owners for each initiative
  • Key success factors and the challenges involved in delivering on the initiatives

Crucial questions to ask as you build recommendations for organizational change are:

  • Does each person who needs to change (from the CEO to the front line) understand what he or she needs to change and why, and is he or she committed to it?
  • Are key leaders and role models throughout the organization personally committed to behaving differently?
  • Has the client set in place the necessary formal mechanisms to reinforce the desired change?
  • Does the client have the skills and confidence to behave in the desired new way?

Great problem solvers identify unique disruptions and discontinuities, novel insights, and step-out opportunities that lead to truly distinctive impact. This is done by applying a number of practices throughout the problem-solving process to help develop these insights.

Expand: Construct multiple perspectives

Identifying alternative ways of looking at the problem expands the range of possibilities, opens you up to innovative ideas, and allows you to formulate more powerful hypotheses. Questions that help here include:

  • What changes if I think from the perspective of a customer, or a supplier, or a frontline employee, or a competitor?
  • How have other industries viewed and addressed this same problem?
  • What would it mean if the client sought to run the company like a low-cost airline or a cosmetics manufacturer?

Link: Identify relationships

Strong problem solvers discern connections and recognize patterns in two different ways:

  • They seek out the ways in which different problem elements – issues, hypotheses, analyses, work elements, findings, answers, and recommendations – relate to one another.
  • They use these relationships throughout the basic problem-solving process to identify efficient problem-solving approaches, novel solutions, and more powerful syntheses.

Distill: Find the essence

Cutting through complexity to identify the heart of the problem and its solution is a critical skill.

  • Identify the critical problem elements. Are there some issues, approaches, or options that can be eliminated completely because they won’t make a significant difference to the solution?
  • Consider how complex the different elements are and how long it will take to complete them. Wherever possible, quickly advance simpler parts of the problem that can inform more complex or time-consuming elements.

Lead: Stay ahead/step back

Without getting ahead of the client, you cannot be distinctive. Paradoxically, to get ahead – and stay ahead – it is often necessary to step back from the problem to validate or revalidate the approach and the solution.

  • Spend time thinking one or more steps ahead of the client and team.
  • Constantly check and challenge the rigor of the underlying data and analysis.
  • Stress-test the whole emerging recommendation
  • Challenge the solution against a set of hurdles. Does it satisfy the criteria for success as set out on the Problem Statement Worksheet?

No matter how skilled, knowledgeable, or experienced you are, you will never create the most distinctive solution on your own. The best problem solvers know how to leverage the power of their team, clients, the Firm, and outside parties. Seeking the right expertise at the right time, and leveraging it in the right way, are ultimately how we bring distinctiveness to our work, how we maximize efficiency, and how we learn.

When solving a problem, it is important to ask, “Have I accessed all the sources of insight that are available?” Here are the sources you should consider:

  • Your core team
  • The client’s suppliers and customers
  • Internal experts and knowledge
  • External sources of knowledge
  • Communications specialists

The key here is to think open, not closed. Opening up to varied sources of data and perspectives furthers our mission to develop truly innovative and distinctive solutions for our clients.

  • McKinsey Staff Paper 66 — not published by McKinsey but possibly found through an internet search
  • The McKinsey Way , 1999, by Ethan M. Rasiel

For consultants

© Copyright 2023 by Umbrex

Designed by our friends at Filez

  • Privacy Policy
  • Terms of Service

Crestcom International

7 Steps to an Effective Problem-Solving Process

September 1, 2016 | Leadership Articles

7 Steps to an Effective Problem-Solving Process

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

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

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

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

Step 1: Identify the Problem

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

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

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

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

Step 2: Analyze the Problem

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

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

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

Step 3: Describe the Problem

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

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

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

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

Step 4: Look for Root Causes

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

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

Step 5: Develop Alternate Solutions

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

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

Step 6: Implement the Solution

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

Step 7: Measure the Results

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

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

About Crestcom International, LLC.

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

Interested in a free Leadership Skills Workshop with your team?

  • Address instantly fixable issues that impact customer perceptions and employee morale.
  • Learn and practice a habit that will raise employee performance.
  • Set actions with specific and measurable steps that they'll gladly be accountable to achieve.
  • Case Studies
  • Leadership Articles
  • Multi-Generational Leadership
  • Owning a franchise
  • Press Releases

Latest Posts

Ashley Goodall: The Problem with Change

Stay Updated

Browse by topic.

[st-tag-cloud]

Privacy Overview

seven step problem solving process

  • Bipolar Disorder
  • Therapy Center
  • When To See a Therapist
  • Types of Therapy
  • Best Online Therapy
  • Best Couples Therapy
  • Best Family Therapy
  • Managing Stress
  • Sleep and Dreaming
  • Understanding Emotions
  • Self-Improvement
  • Healthy Relationships
  • Student Resources
  • Personality Types
  • Guided Meditations
  • Verywell Mind Insights
  • 2024 Verywell Mind 25
  • Mental Health in the Classroom
  • Editorial Process
  • Meet Our Review Board
  • Crisis Support

Overview of the Problem-Solving Mental Process

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

seven step problem solving process

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

seven step problem solving process

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

Frequently Asked Questions

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

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

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

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

The following steps include developing strategies and organizing knowledge.

1. Identifying the Problem

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

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

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

2. Defining the Problem

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

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

3. Forming a Strategy

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

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

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

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

4. Organizing Information

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

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

5. Allocating Resources

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

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

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

6. Monitoring Progress

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

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

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

7. Evaluating the Results

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

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

A Word From Verywell​

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

Get Advice From The Verywell Mind Podcast

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

Follow Now : Apple Podcasts / Spotify / Google Podcasts

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."

How to master the seven-step problem-solving process The McKinsey Podcast

Structured problem solving can help address complex business challenges.

  • Episode Website
  • More Episodes
  • 2024 McKinsey & Company

More by McKinsey

Status.net

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

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

What Is Problem Solving?

Definition and importance.

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

Problem-Solving Steps

The problem-solving process typically includes the following steps:

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

Defining the Problem

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

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

Generating Solutions

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

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

Evaluating and Selecting Solutions

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

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

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

Implementing and Monitoring the Solution

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

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

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

Problem-Solving Techniques

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

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

Brainstorming

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

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

When brainstorming, remember to:

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

Root Cause Analysis

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

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

SWOT Analysis

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

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

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

Mind Mapping

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

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

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

Examples of Problem Solving in Various Contexts

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

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

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

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

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

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

.css-s5s6ko{margin-right:42px;color:#F5F4F3;}@media (max-width: 1120px){.css-s5s6ko{margin-right:12px;}} AI that works. Coming June 5, Asana redefines work management—again. .css-1ixh9fn{display:inline-block;}@media (max-width: 480px){.css-1ixh9fn{display:block;margin-top:12px;}} .css-1uaoevr-heading-6{font-size:14px;line-height:24px;font-weight:500;-webkit-text-decoration:underline;text-decoration:underline;color:#F5F4F3;}.css-1uaoevr-heading-6:hover{color:#F5F4F3;} .css-ora5nu-heading-6{display:-webkit-box;display:-webkit-flex;display:-ms-flexbox;display:flex;-webkit-align-items:center;-webkit-box-align:center;-ms-flex-align:center;align-items:center;-webkit-box-pack:start;-ms-flex-pack:start;-webkit-justify-content:flex-start;justify-content:flex-start;color:#0D0E10;-webkit-transition:all 0.3s;transition:all 0.3s;position:relative;font-size:16px;line-height:28px;padding:0;font-size:14px;line-height:24px;font-weight:500;-webkit-text-decoration:underline;text-decoration:underline;color:#F5F4F3;}.css-ora5nu-heading-6:hover{border-bottom:0;color:#CD4848;}.css-ora5nu-heading-6:hover path{fill:#CD4848;}.css-ora5nu-heading-6:hover div{border-color:#CD4848;}.css-ora5nu-heading-6:hover div:before{border-left-color:#CD4848;}.css-ora5nu-heading-6:active{border-bottom:0;background-color:#EBE8E8;color:#0D0E10;}.css-ora5nu-heading-6:active path{fill:#0D0E10;}.css-ora5nu-heading-6:active div{border-color:#0D0E10;}.css-ora5nu-heading-6:active div:before{border-left-color:#0D0E10;}.css-ora5nu-heading-6:hover{color:#F5F4F3;} Get early access .css-1k6cidy{width:11px;height:11px;margin-left:8px;}.css-1k6cidy path{fill:currentColor;}

  • Product overview
  • All features
  • App integrations

CAPABILITIES

  • project icon Project management
  • Project views
  • Custom fields
  • Status updates
  • goal icon Goals and reporting
  • Reporting dashboards
  • workflow icon Workflows and automation
  • portfolio icon Resource management
  • Time tracking
  • my-task icon Admin and security
  • Admin console
  • asana-intelligence icon Asana Intelligence
  • list icon Personal
  • premium icon Starter
  • briefcase icon Advanced
  • Goal management
  • Organizational planning
  • Campaign management
  • Creative production
  • Marketing strategic planning
  • Request tracking
  • Resource planning
  • Project intake
  • View all uses arrow-right icon
  • Project plans
  • Team goals & objectives
  • Team continuity
  • Meeting agenda
  • View all templates arrow-right icon
  • Work management resources Discover best practices, watch webinars, get insights
  • What's new Learn about the latest and greatest from Asana
  • Customer stories See how the world's best organizations drive work innovation with Asana
  • Help Center Get lots of tips, tricks, and advice to get the most from Asana
  • Asana Academy Sign up for interactive courses and webinars to learn Asana
  • Developers Learn more about building apps on the Asana platform
  • Community programs Connect with and learn from Asana customers around the world
  • Events Find out about upcoming events near you
  • Partners Learn more about our partner programs
  • Support Need help? Contact the Asana support team
  • Asana for nonprofits Get more information on our nonprofit discount program, and apply.

Featured Reads

seven step problem solving process

  • Leadership |
  • 7 important steps in the decision makin ...

7 important steps in the decision making process

Sarah Laoyan contributor headshot

The decision making process is a method of gathering information, assessing alternatives, and making a final choice with the goal of making the best decision possible. In this article, we detail the step-by-step process on how to make a good decision and explain different decision making methodologies.

We make decisions every day. Take the bus to work or call a car? Chocolate or vanilla ice cream? Whole milk or two percent?

There's an entire process that goes into making those tiny decisions, and while these are simple, easy choices, how do we end up making more challenging decisions? 

At work, decisions aren't as simple as choosing what kind of milk you want in your latte in the morning. That’s why understanding the decision making process is so important. 

What is the decision making process?

The decision making process is the method of gathering information, assessing alternatives, and, ultimately, making a final choice. 

Decision-making tools for agile businesses

In this ebook, learn how to equip employees to make better decisions—so your business can pivot, adapt, and tackle challenges more effectively than your competition.

Make good choices, fast: How decision-making processes can help businesses stay agile ebook banner image

The 7 steps of the decision making process

Step 1: identify the decision that needs to be made.

When you're identifying the decision, ask yourself a few questions: 

What is the problem that needs to be solved?

What is the goal you plan to achieve by implementing this decision?

How will you measure success?

These questions are all common goal setting techniques that will ultimately help you come up with possible solutions. When the problem is clearly defined, you then have more information to come up with the best decision to solve the problem.

Step 2: Gather relevant information

​Gathering information related to the decision being made is an important step to making an informed decision. Does your team have any historical data as it relates to this issue? Has anybody attempted to solve this problem before?

It's also important to look for information outside of your team or company. Effective decision making requires information from many different sources. Find external resources, whether it’s doing market research, working with a consultant, or talking with colleagues at a different company who have relevant experience. Gathering information helps your team identify different solutions to your problem.

Step 3: Identify alternative solutions

This step requires you to look for many different solutions for the problem at hand. Finding more than one possible alternative is important when it comes to business decision-making, because different stakeholders may have different needs depending on their role. For example, if a company is looking for a work management tool, the design team may have different needs than a development team. Choosing only one solution right off the bat might not be the right course of action. 

Step 4: Weigh the evidence

This is when you take all of the different solutions you’ve come up with and analyze how they would address your initial problem. Your team begins identifying the pros and cons of each option, and eliminating alternatives from those choices.

There are a few common ways your team can analyze and weigh the evidence of options:

Pros and cons list

SWOT analysis

Decision matrix

Step 5: Choose among the alternatives

The next step is to make your final decision. Consider all of the information you've collected and how this decision may affect each stakeholder. 

Sometimes the right decision is not one of the alternatives, but a blend of a few different alternatives. Effective decision-making involves creative problem solving and thinking out of the box, so don't limit you or your teams to clear-cut options.

One of the key values at Asana is to reject false tradeoffs. Choosing just one decision can mean losing benefits in others. If you can, try and find options that go beyond just the alternatives presented.

Step 6: Take action

Once the final decision maker gives the green light, it's time to put the solution into action. Take the time to create an implementation plan so that your team is on the same page for next steps. Then it’s time to put your plan into action and monitor progress to determine whether or not this decision was a good one. 

Step 7: Review your decision and its impact (both good and bad)

Once you’ve made a decision, you can monitor the success metrics you outlined in step 1. This is how you determine whether or not this solution meets your team's criteria of success.

Here are a few questions to consider when reviewing your decision:

Did it solve the problem your team identified in step 1? 

Did this decision impact your team in a positive or negative way?

Which stakeholders benefited from this decision? Which stakeholders were impacted negatively?

If this solution was not the best alternative, your team might benefit from using an iterative form of project management. This enables your team to quickly adapt to changes, and make the best decisions with the resources they have. 

Types of decision making models

While most decision making models revolve around the same seven steps, here are a few different methodologies to help you make a good decision.

​Rational decision making models

This type of decision making model is the most common type that you'll see. It's logical and sequential. The seven steps listed above are an example of the rational decision making model. 

When your decision has a big impact on your team and you need to maximize outcomes, this is the type of decision making process you should use. It requires you to consider a wide range of viewpoints with little bias so you can make the best decision possible. 

Intuitive decision making models

This type of decision making model is dictated not by information or data, but by gut instincts. This form of decision making requires previous experience and pattern recognition to form strong instincts.

This type of decision making is often made by decision makers who have a lot of experience with similar kinds of problems. They have already had proven success with the solution they're looking to implement. 

Creative decision making model

The creative decision making model involves collecting information and insights about a problem and coming up with potential ideas for a solution, similar to the rational decision making model. 

The difference here is that instead of identifying the pros and cons of each alternative, the decision maker enters a period in which they try not to actively think about the solution at all. The goal is to have their subconscious take over and lead them to the right decision, similar to the intuitive decision making model. 

This situation is best used in an iterative process so that teams can test their solutions and adapt as things change.

Track key decisions with a work management tool

Tracking key decisions can be challenging when not documented correctly. Learn more about how a work management tool like Asana can help your team track key decisions, collaborate with teammates, and stay on top of progress all in one place.

Related resources

seven step problem solving process

Grant management: A nonprofit’s guide

seven step problem solving process

Fix these common onboarding challenges to boost productivity

seven step problem solving process

How Asana uses work management for organizational planning

seven step problem solving process

Understanding dependencies in project management

The Soldiers Project

Thesoldiersproject is supported by its audience. When you buy through our links, we may earn an affiliate commission. Learn more

All About the 7-Step Military Problem Solving Process

Written by Everett Bledsoe / Fact checked by Brain Bartell

7 step military problem solving process

In addition to power and strength, the military relies on quick and decisive thinking. Members in service must be able to think on their feet and craft solutions in the blink of an eye. Obviously, this is not easy to do. But it is not too far-fetched when you realize that countless lives depend on a single personnel’s decision and course of action.

As such, every recruit coming into the military is taught and trained about the 7-step military problem solving process. This systematic approach is believed to be the best way for military members to address any problems that they encounter.

In short, the 7 steps to solve problems are:

  • Pinpoint the Problem
  • Identify the Facts and Assumptions
  • Craft Alternatives
  • Analyze the Generated Alternatives
  • Weigh Between the Generated Alternatives
  • Make and Carry Out Your Final Decision
  • Evaluate the Results From Your Decision

To make it easier for you to comprehend and follow along, we have elaborated on each of the above steps in this article. So, continue reading by scrolling down!

Table of Contents

Step 1: Pinpoint the Problem

Step 2: identify the facts and assumptions, step 3: craft alternatives, step 4: analyze the generated alternatives, step 5: weigh between the generated alternatives, step 6: make and carry out your final decision, step 7: evaluate the results from your decision, army problem solving & decision making process, seven step military problem solving process.

7-steps-to-problem-solving-army

The first step is to ID the problem, which means recognizing and identifying what needs fixing. Needless to say, you cannot attempt to seek a solution without first knowing what has to be addressed. By pinpointing your problem, you will have a clear goal or end destination in mind. Only then can you come up with the right steps to take.

To effectively define the problem, ask yourself the 5Ws—who, what, where, and when. In detail:

  • Who is affected? Who is involved?
  • What is affected? What is in the overall picture?
  • When is/did this happen?
  • Where is/did this happen?

Always be crystal clear about the problem and try to view it in the most objective way as much as possible. Imagine you are the third person looking at It rather than from it. It also helps to organize your answers into a coherent and concise problem statement.

The next step is to ID the facts and assumptions. This entails that you get whatever additional information you can in the time that you have. Try to garner more facts than assumptions by reviewing all the possible factors, internal and external, and use them together with what you have thought out in the step above to determine the cause of the problem. You should also be aware of the nature and scope of the problem from this step.

From here, you take a sub-step: think about what you want the final result to be. This does not have to be complicated but it has to be very clear. For instance, one of your troop members may be lost and uncontactable. Your ultimate goal is to find him/her and return to your base together. Remember, having a wishy-washy end state will only make your problem solving process more difficult.

These first two steps constitute situation assessment, which serves as the basis for you to work towards the remaining steps of the military problem solving process.

Onto the third step, strive to develop as many potential solutions as possible. Here, you will have to exercise your imagining and visualizing skills. Brainstorm and refine any ideas simultaneously. Engage both critical and critical thinking in this step. If possible, take note of what you have come up with. Do not be hesitant and brush off any ideas.

Then, analyze your options. Consider all of your possible courses of action with all the available information that you have compiled in the previous steps. Take into account your experiences, intuitions, and emotions. This does not have to be a purely rational or mathematical procedure. Nevertheless, this does not mean that you are 100% guided by your instincts and emotions. You must have a good balance between the two.

This step naturally lends itself to the next: compare between your generated alternatives. Weigh between their respective pros and cons. In particular, look at their cost and benefit of success. Are there any limiting factors or potential for unintended consequences? Evaluate carefully and ask yourself a lot of questions. You can also consider using a table, T-chart, or matrix to compare visually.

Try to settle for the “best” solution or course of action that is both logical and feels “right”. Apart from picking the best, select two or three more workable solutions as backups. Keep them handy in case you need to refer back to them. During this process, you may merge ideas and mix-match bits and pieces—that’s perfectly fine!

Once you have made your decision, craft your action plans. Know the details—what exactly do you have to do to solve the problem? If it is a long-term problem that you have to address, set milestones and timelines with clear methods of measuring progress and success. On the other hand, if it is a short, instantaneous problem, communicate your plans clearly to anyone else involved. Be aware of the specifics and be brutally honest. Execute your course of action with care. But do not be rigid. If something happens out of the plan, be willing to adjust and adapt.

After your solution implementation, wrap up by assessing the results. Was it what you envisioned? Were there deviations? What did you take away? Answer all of the questions so you can be even more equipped for future endeavors. Think of it as a reflection stage. The 7 steps to problem solving in the military are a continuous process—you will be confronted with challenges over and over, so do not skip this strengthening step. It will further your skills and expertise to handle problems going forward.

seven-step-military-problem-solving-process

Another set of seven steps that you may come across during your service is the army problem solving steps. Needless to say, this is applied to the army problem solving process.

  • Receiving the Mission
  • Analyzing the Mission
  • Developing the Course of Action
  • Analyzing the Course of Action
  • Comparing the Course of Action
  • Getting Approval for the Course of Action
  • Producing, Disseminating, and Transitioning Orders

This is a part of the MDMP, short for the military decision making process. In each step, there are inputs and outputs. In general, it is more specific than the above set of steps.

These seven steps focus on collaborative planning and performance. Plus, set the stage for interactions between different military agents, including commanders, staff, headquarters, etc.

COA is an abbreviation for a course of action. Thus, these steps are relatively similar to the steps that we have gone through earlier; specifically steps two: mission analysis, three: COA development, four: COA analysis, and five: COA comparison. Like the previous seven steps, these are carried out sequentially but can be revisited when needed.

The main difference is that these 7 steps to problem solving in the army are more explicitly directed to junior personnel. Hence, the mentioning of orders from higher-ranks, the significant role of commanders, and the need to earn approval before execution.

A mnemonic that service members use to remember this process is M.A.D.A.C.A.P. for:

  • A: Analysis

You might want to remember this for an exam at military school, at NCO, or soldier of the month board.

You can learn more about the MDMP here:

So, there you have it—the 7-step military problem solving process. You should now be aware of two different but equally important sets of steps to problem solving and decision making. If you have any follow-up questions or thoughts, let us know in the comments. We look forward to hearing from you!

Everett-Bledsoe

I am Everett Bledsoe, taking on the responsibility of content producer for The Soldiers Project. My purpose in this project is to give honest reviews on the gear utilized and tested over time. Of course, you cannot go wrong when checking out our package of information and guide, too, as they come from reliable sources and years of experience.

What are the 7 Steps to Problem-Solving & Its Examples (2)-compressed

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

7 steps to problem-solving.

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

Define the Problem:

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

Gather Information:

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

Generate Possible Solutions:

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

Evaluate Options:

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

Make a Decision:

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

Implement the Solution:

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

Evaluate the Results:

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

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

Problem-Solving Example in Education

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

Background:

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

Steps in Problem-Solving

Identify the problem:.

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

Root Cause Analysis

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

Brainstorm Solutions

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

Evaluate and Prioritize Solutions

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

Implement the Chosen Solution

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

Monitor and Evaluate

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

Adjust as Needed

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

Example Solution

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

Expected Outcomes:

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

Final Words

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

Leave a Reply Cancel reply

Teach educator.

A "Teach Educator" is a specialized role focusing on training and empowering other teachers. This professional is dedicated to enhancing educators' skills through the latest teaching techniques, innovative technologies, and educational research. They conduct workshops, seminars, and coaching, promoting professional development within academic settings.

By improving teaching standards and fostering a culture of continuous learning among educators, Teach Educators ensure that classroom challenges are met with advanced strategies, leading to more effective teaching and richer student learning experiences.

Privacy Policy

Live Sports Score

Editor's Choice

Recent Post

S9 Game - Hottest real gold game - Win Unlimited Money - Latest-compressed

S9 Game: Hottest real gold game – Win Unlimited Money – Latest

May 12, 2024

Difference between IELTS vs. TOEFL – Latest

Difference between IELTS vs. TOEFL – Latest 2024

Which entrance exam should you choose and how can you get ready for it-compressed

Choosing the right entrance exam and preparing – Latest

© 2023 Teach Educator

Privacy policy

Discover more from Teach Educator

Subscribe now to keep reading and get access to the full archive.

Type your email…

Continue reading

Idea Sandbox Logo

Osborn: Creative Problem-Solving Process

Last Updated on 7 July 2021

Alex Osborn is the “O” in the agency BBDO . In 1953, he wrote a book titled “ Applied Imagination: Principles and Procedures of Creative Problem-Solving .” He was one of the first – if not the first – to write about the practical application of brainstorming and creative problem-solving (CPS). Here is how he outlines the CPS process…

(begin quote)

The creative problem-solving process ideally comprises these procedures: (1) Fact -finding. (2) Idea -finding. (3) Solution -finding.

Fact -finding calls for problem-definition and preparation. Problem-definition calls for picking out and pointing up the problem. Preparation calls for gathering and analyzing the pertinent data.

Idea -finding calls for idea-production and idea-development. Idea production calls for thinking up tentative ideas as possible leads. Idea-development calls for selecting the most likely of the resultant ideas, adding others, and reprocessing all of these by such means as modification and combination.

Solution -finding calls for evaluation and adoption. Evaluation calls for verifying the tentative solutions, by tests and otherwise. Adoption calls for deciding on, and implementing, the final solution.

Regardless of sequence, every one of those steps calls for deliberate effort and creative imagination.

(end quote)

  • What Is A Problem?
  • Solve Problems in Three Steps
  • Creative Problem Solving (CPS)

Share this article!

IMAGES

  1. 7 Step Problem Solving Process Diagram for PowerPoint

    seven step problem solving process

  2. 7 Steps to Improve Your Problem Solving Skills

    seven step problem solving process

  3. 7 steps to master problem solving methodology

    seven step problem solving process

  4. 7 steps to master problem solving methodology

    seven step problem solving process

  5. 7 Steps Of Problem Solving Goolge Slides and PPT Templates

    seven step problem solving process

  6. Master the 7-Step Problem-Solving Process for Better Decision-Making

    seven step problem solving process

VIDEO

  1. Solve Problems in Four Steps: The IDEA Model

  2. #6 Steps Problem Solving Model# By SN Panigrahi

  3. Dare2Design UTech Camp

  4. 5-step problem solving process

  5. Lean Coach: Problem Solving Coaching / Avoiding Jumping to Solutions

  6. 6 Step Problem Solving Process (Spanish)

COMMENTS

  1. Master the 7-Step Problem-Solving Process for Better ...

    The 7-step problem-solving process is a powerful tool for helping individuals and organizations make better decisions. By following these steps, individuals can identify the root cause of a problem, prioritize potential solutions, and develop a clear plan of action. This process can be applied to various scenarios, from personal challenges to ...

  2. How to master the seven-step problem-solving process

    I think sometimes when people think about seven steps, they assume that there's a rigidity to this. That's not it at all. It's actually to give you the scope for creativity, which often doesn't exist when your problem solving is muddled. Simon London: You were just talking about the seven-step process. That's what's written down in ...

  3. 7 Steps To Problem-Solving

    The 7 steps to problem-solving is a disciplined and methodical approach to identifying and then addressing the root cause of problems. Instead, a more robust approach involves working through a problem using the hypothesis-driven framework of the scientific method. Each viable hypothesis is tested using a range of specific diagnostics and then recommendations are made.

  4. PDF 7-step approach to problem solving

    The 7-Steps to master problem solving •Problem statements should commence with a question or a firm hypothesis •Be specific, actionable and focus on what ... process Define problem 1 Build Issue Tree Prioritise & Write Ghostpack 4 3 Develop Workplan Gather Data & Analyse Critically 5 Synthesize & Iterate 6 Build Commitme nt 7

  5. Seven Step Problem Solving Technique

    During the seven step problem solving process you should build the commitment of those: who care - they want to see a solution, who can - they are able to make it happen; who know - they can help you implement effectively. 7 Evaluate and Learn from the seven step problem solving technique.

  6. The Problem-Solving Process

    The Problem-Solving Process. Problem-solving is an important part of planning and decision-making. The process has much in common with the decision-making process, and in the case of complex decisions, can form part of the process itself. We face and solve problems every day, in a variety of guises and of differing complexity.

  7. McKinsey Approach to Problem Solving

    McKinsey and Company is recognized for its rigorous approach to problem solving. They train their consultants on their seven-step process that anyone can learn. This resource guides you through that process, largely informed by the McKinsey Staff Paper 66. It also includes a PowerPoint Toolkit with slide templates of each step of the process ...

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

    Finding a suitable solution for issues can be accomplished by following the basic four-step problem-solving process and methodology outlined below. Step. Characteristics. 1. Define the problem. Differentiate fact from opinion. Specify underlying causes. Consult each faction involved for information. State the problem specifically.

  9. Adopting the right problem-solving approach

    Then check out more insights on problem-solving approaches, and dive into examples of pressing challenges organizations are contending with now. Five routes to more innovative problem solving. Author Talks: Get on the performance curve. Strategy to beat the odds. How to master the seven-step problem-solving process. Want better strategies?

  10. The McKinsey guide to problem solving

    Become a better problem solver with insights and advice from leaders around the world on topics including developing a problem-solving mindset, solving problems in uncertain times, problem solving with AI, and much more. ... diverse perspectives and rigorous debate are crucial to determining the best steps to take.

  11. 7 Steps to an Effective Problem-Solving Process

    Step 6: Implement the Solution. Implementing the solution you decide on can include creating an implementation plan. It could also include planning on what happens next if something goes wrong with the solution if it doesn't work out the way you thought it would. Implementation means that everyone on your team knows and understands their part ...

  12. The Problem-Solving Process

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

  13. How to master the seven-step problem-solving process

    How to master the seven-step problem-solving process. The McKinsey Podcast. Management. Structured problem solving can help address complex business challenges. Episode Website. More Episodes. 2024 McKinsey & Company. Structured problem solving can help address complex business challenges.

  14. 7 Problem-Solving Skills That Can Help You Be a More ...

    Although problem-solving is a skill in its own right, a subset of seven skills can help make the process of problem-solving easier. These include analysis, communication, emotional intelligence, resilience, creativity, adaptability, and teamwork. 1. Analysis. As a manager, you'll solve each problem by assessing the situation first.

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

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

  16. Build Critical Thinking Skills in 7 Steps w/ Examples [2024] • Asana

    The seven-step critical thinking process is useful for complex decisions in areas you are less familiar with. Alternatively, the seven critical thinking steps can help you look at a problem you're familiar with from a different angle, without any bias. If you need to make a less complex decision, consider another problem solving strategy instead.

  17. 7 important steps in the decision making process

    The following seven step process is intended for challenging decisions that involve multiple stakeholders, ... Gathering information helps your team identify different solutions to your problem. Step 3: Identify alternative solutions ... Effective decision-making involves creative problem solving and thinking out of the box, so don't limit you ...

  18. PDF Operational Framework Operational Variables Octrine Martcard

    ARMY'S PROBLEM SOLVING PROCESS Gather information and knowledge Identify the problem Develop criteria Generate possible solutions Analyze possible solutions Compare possible solutions Make and implement the decision TROOP LEADING PROCEDURES 1. Receive the mission 2. Issue warning order 3. Make a tentative plan 4. Initiate movement 5.

  19. All About the 7-Step Military Problem Solving Process

    So, continue reading by scrolling down! Table of Contents. Seven Step Military Problem Solving Process. Step 1: Pinpoint the Problem. Step 2: Identify the Facts and Assumptions. Step 3: Craft Alternatives. Step 4: Analyze the Generated Alternatives. Step 5: Weigh Between the Generated Alternatives.

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

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

  21. Osborn: Creative Problem-Solving Process

    Last Updated on 7 July 2021. Alex Osborn is the "O" in the agency BBDO.In 1953, he wrote a book titled "Applied Imagination: Principles and Procedures of Creative Problem-Solving."He was one of the first - if not the first - to write about the practical application of brainstorming and creative problem-solving (CPS). Here is how he outlines the CPS process…

  22. Module 1

    Of the seven steps in the Military Problem Solving Process, which step emphasizes critical thinking? Step 2 - Identify the problem. As an officer utilizing the MDMP, which type of thinking are you emphasizing as you work through the following steps: course of action development, course of action analysis, course of action comparison, and course ...

  23. Module 1

    Of the seven steps in the Military Problem Solving Process, which step emphasizes critical thinking? Incorrect- Step 4 - Generate Possible Solutions Step 3 - Develop Criteria Which aspect of the leader attribute of Intellect is most closely aligned with creative thinking?