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10 Problem-solving strategies to turn challenges on their head

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What is an example of problem-solving?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

1. Identify the problem

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

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

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

2. Break the problem down 

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

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

3. Generate potential solutions

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

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

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

4. Evaluate the possible solutions

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

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

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

5. Implement and monitor the solutions

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

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

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

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

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

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

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

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

Let’s break each of these down.

1. Use a solution that worked before

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

2. Brainstorming

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

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

3. Work backward

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

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

4. Use the Kipling method

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

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

Answering these questions can help you identify possible solutions.

5. Draw the problem

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

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

6. Use trial-and-error

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

7. Sleep on it

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

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

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

8. Get advice from your peers

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

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

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

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

9. Use the Pareto principle

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

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

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

10. Add successful solutions to your toolkit

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

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

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

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

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

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

1. Build your problem-solving skills

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

2. Practice

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

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

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

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

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

4. Ask for feedback

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

5. Learn new approaches and methodologies

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

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

6. Experiment

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

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

7. Analyze the success of your competitors

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

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

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

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

Use problem-solving strategies to uplevel your business

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

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

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

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

Boost your productivity

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

Elizabeth Perry, ACC

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

8 creative solutions to your most challenging problems

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How to develop a problem-solving mindset

May 14, 2023 Leaders today are confronted with more problems, of greater magnitude, than ever before. In these volatile times, it’s natural to react based on what’s worked best in the past. But when you’re solving the toughest business challenges on an ongoing basis, it’s crucial to start from a place of awareness. “If you are in an uncertain situation, the most important thing you can do is calm down,” says senior partner Aaron De Smet , who coauthored Deliberate Calm  with Jacqueline Brassey  and Michiel Kruyt. “Take a breath. Take stock. ‘Is the thing I’m about to do the right thing to do?’ And in many cases, the answer is no. If you were in a truly uncertain environment, if you’re in new territory, the thing you would normally do might not be the right thing.” Practicing deliberate calm not only prepares you to deal with the toughest problems, but it enhances the quality of your decisions, makes you more productive, and enables you to be a better leader. Check out these insights to learn how to develop a problem-solving mindset—and understand why the solution to any problem starts with you.

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How to Solve Problems

• Laura Amico

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

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

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

Partner Center

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

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

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

Table of Contents

Problem solving methodologies.

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

Methodology of 8D (Eight Discipline) Problem Solving:

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

The 8D process consists of the following steps:

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

Download the 8D Problem Solving Template

A3 Problem Solving Method:

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

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

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

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

Step 1 – Define the Problem

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

To begin, ask yourself some clarifying questions:

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

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

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

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

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

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

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

Step 2 – Gather Information and Brainstorm Ideas

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

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

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

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

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

Step 3 – Evaluate Options and Choose the Best Solution

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

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

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

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

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

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

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

Step 4 – Implement and Monitor the Solution

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

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

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

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

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

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

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

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

Daniel Croft

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

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

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

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

Let’s get to it! 

What is a problem solving process?

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

Problem solving strategies

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

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

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

What are the problem solving steps I need to follow? 

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

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

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

1. Problem identification 

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

2. Problem analysis 

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

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

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

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

3. Solution generation

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

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

4. Solution development

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

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

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

5. Decision making 

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

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

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

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

6. Solution implementation 

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

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

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

7. Solution evaluation 

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

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

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

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

Problem solving workshops made easy

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

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

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

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

Use a workshop to lead a team through a group process

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

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

Problem solving workshop

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

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

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

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

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

Run a design sprint

Great for: 

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

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

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

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

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

Break problems down into smaller issues

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

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

Use guiding frameworks or try new methodologies

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

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

LEGO Serious Play

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

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

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

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

Card Decks and Method Kits

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

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

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

Source external advice

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

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

Mastermind Group

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

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

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

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

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

Coaching and mentoring

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

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

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

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

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

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

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

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

Active listening

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

Some active listening skills include:

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

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

Analytical skills

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

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

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

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

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

Collaboration

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

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

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

Communication  

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

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

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

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

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

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

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

Critical thinking

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

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

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

Data analysis 

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

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

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

Decision making

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

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

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

Dependability

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

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

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

Emotional intelligence

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

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

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

Facilitation

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

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

Flexibility 

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

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

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

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

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

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

Initiative 

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

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

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

Impartiality

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

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

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

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

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

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

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

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

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

Planning 

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

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

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

Prioritization

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

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

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

Project management

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

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

Record keeping

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

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

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

Research skills

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

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

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

Risk management

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

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

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

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

Team-building 

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

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

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

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

Time management 

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

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

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

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

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

Share best practices

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

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

Ask for help and attend training

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

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

Learn a process 

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

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

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

Create a feedback loop

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

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

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

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

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

Use expert exercises and methods

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

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

Try new ways of thinking and change your mindset

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

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

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

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

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

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

Want to design better group processes?

Over to you

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

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

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How to Be a More Creative Problem-Solver at Work: 8 Tips

• 01 Mar 2022

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

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

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What Is Creative Problem-Solving?

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

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

Creative Problem-Solving and Design Thinking

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

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

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

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

8 Creative Problem-Solving Tips

1. empathize with your audience.

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

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

2. Reframe Problems as Questions

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

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

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

3. Defer Judgment of Ideas

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

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

4. Overcome Cognitive Fixedness

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

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

5. Balance Divergent and Convergent Thinking

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

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

6. Use Creative Tools

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

Problem Stories

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

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

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

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

Alternate Worlds

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

7. Use Positive Language

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

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

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

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

8. Practice Design Thinking

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

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

Ready to Become a Creative Problem-Solver?

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

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

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Overview of the Problem-Solving Mental Process

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

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

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

Frequently Asked Questions

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

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

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

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

The following steps include developing strategies and organizing knowledge.

1. Identifying the Problem

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

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

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

2. Defining the Problem

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

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

3. Forming a Strategy

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

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

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

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

4. Organizing Information

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

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

5. Allocating Resources

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

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

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

6. Monitoring Progress

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

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

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

7. Evaluating the Results

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

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

A Word From Verywell​

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

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You can become a better problem solving by:

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

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

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

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

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

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

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

A Beginner’s Guide for Becoming a Better Problem Solver

How you think about a problem is more important than the problem itself. – Norman Vincent Peale

Three Methods of Thinking

Problem-solving, creative and critical thinking go hand-in-hand helping us to see the world from a number of different vantage points. Each of these ways of thinking strengthens our capacity to think flexibly and intelligently when faced with the unending problems that life throws our way.

This post will specifically focus on the process of problem-solving and how you can use it to break through life’s most difficult challenges. We will specifically explore the attitude, beliefs, habits, and qualities that are indispensable for effective problem-solving. We will also outline a primary problem-solving method that will help you to break down any obstacles that stand in your way. And to finish off we will look at some ongoing problem-solving tactics you can use to keep your mind focused and proactive when dealing with life’s daily challenges.

This article post is part of the  Effective Thinking  series of IQ Matrix maps that are designed to help you successfully deal with the problems and challenges confronting your reality. Topics within this series include:

• Part 1: Strategic Questions • Part 2: Creative Thinking • Part 3: Problem Solving • Part 4: Critical Thinking • Part 5: Six Thinking Hats

Indispensable Problem Solver Attributes

To become a great problem solver requires a little more than a set of effective problem-solving strategies. In fact, your ability to solve problem starts in your head at a psychological level.

If you do not take the time to fully condition your mind and prepare it for the act of problem-solving, then you will struggle to consistently adopt the daily behaviors and rituals that are required for effective problem-solving.

Within this section, we will identify the indispensable attributes required for problem-solving that you must learn to cultivate on a daily basis. If you fail to incorporate these qualities into your psyche, then you will struggle to apply the relevant problem-solving techniques and strategies discussed in this post.

A Problem Solver’s Attitude

A problem solver’s attitude determines how they consistently tackle problems on a daily basis. This attitude is evident in their thoughts, behaviors, and actions, and it is this attitude that helps build their resolve and shapes their character.

Let’s delve into the mind of an effective problem solver and identify some of the attitudes that are absolutely indispensable to their ongoing success:

“I will make sure to do things carefully.”

An effective problem solver always strives to work through their problems in a patient, meticulous and careful way. They fully understand that the care they give to a problem at the beginning will help them to realize better results in the future.

“This problem can be solved.”

An effective problem solver intuitively understands that any problem can and will be solved, given enough time, patience and meticulous careful attention.

“I must persist until a solution is reached.”

An effective problem solver knows that not all problems will be solved within the time frame they may have expected. However, they also understand that if they are persistent and resolute, that eventually a solution will be found.

“If I don’t solve it now, I will next time.”

An effective problem solver realizes that whatever cannot be solved now, will eventually be solved another time.

They fully understand that due to their current level of skill, knowledge, or simply due to circumstances out of their control, that a solution simply cannot be reached.

An effective problem solver will bide their time to acquire new information and knowledge, to develop and enhance their skill levels, and to gain insights from a variety of perspectives. They completely understand that eventually, the right solution will indeed come their way as long as they never give up.

“I am going to enjoy this process.”

An effective problem solver knows that unless they adopt a playful, curious and inquisitive attitude, that they will struggle to find appropriate solutions. They therefore always strive to find new and unique ways to enjoy the process of working their way through a problem.

A Problem Solver’s Beliefs

An effective problem solver has a set of indispensable beliefs and convictions that direct and propels their thoughts, actions, and daily behaviors. These beliefs are so deeply ingrained in their psyche that it would take the force and willpower of the entire world to shake these feeling of certainty.

Beliefs are opinions that we have about things, ourselves, others and the world around us that are injected with an undeniable sense of certainty.

Let’s now take a look at a handful of beliefs that are critical for effective problem solving:

“There is no failure, only feedback.”

An effective problem solver believes that outcomes bring with them no failure, but rather only feedback. This feedback must be used as a source of knowledge, insight, and inspiration to help enhance the decision-making process.

“There is a way to make this work.”

An effective problem solver believes that there is always a way to make things work. They may not see the solution at this very moment, however with a little persistence they wholeheartedly believe that they will eventually reach a satisfactory outcome.

“Choice is better than no choice.”

An effective problem solver believes that it is better to have more choices than to be limited by the choices that one has. As such, they always strive to expand the possibilities, to expand the opportunities and avenues for answers — allowing for as many choices as possible to further their understanding of the problem.

“Success can be modeled.”

An effective problem solver believes that successful problem solving can be modeled. As such, they consistently seek out other people who have successfully overcome similar problems and they attempt to model their thinking, decisions, and actions in a meticulous way. This helps them to overcome the obstacles and challenges in their own life.

“Curiosity expands opportunities and possibilities.”

An effective problem solver believes that one must be curious at all times if one desires to spot the opportunities and possibilities that lie along one’s path.

Curiosity is an endearing characteristic that helps expand creativity, intelligence and one’s ability to think under pressure.

A Problem Solver’s Habits

An effective problem solver has a set of daily habits and rituals. These habits assist them to think more effectively and proactively about the problems and challenges they are confronted with.

Let’s take a look at three habitual thinking patterns that are indispensable for effective problem solving:

Deep Probing

An effective problem solver cultivates the habit of deep-probing. This involves the process of meticulous thinking, which takes into account all angles and perspectives about a problem — making sure that nothing is left to chance.

They fully realize that through a process of simple deduction that they will be better able to work their way through the problem in a more effective and efficient way.

The habit of deep probing can be compared to the simple act of peeling layers off an onion. Each layer that the problem solver peels allows them to dig deeper into the heart of the problem, and thusly closer to the inevitable solution.

Associating with the Past

An effective problem solver realizes that any new piece of information can effectively be associated with past memories, experiences, and learnings, to further their problem-solving ability.

Recognizing Patterns

An effective problem solver effortlessly recognizes patterns within every problem or circumstance.

Everything within our Universe is built upon patterns and rhythmic dances that create the events and circumstances of our lives. In fact, these same patterns cause and create our life’s problems and circumstances.

By identifying and learning to understand these patterns, effective problem solvers are able to decipher clues that will lead them to reliable solutions and answers.

When attempting to identify patterns look for similarities, differences, rhythms, errors, future scenarios and trends that the problem is bringing to light.

A Problem Solver’s Characteristics

An effective problem solver can easily be distinguished from others by the key personality characteristics that naturally help them to break down boundaries and attain the heights of logical and constructive thought.

The characteristics presented below are the primary traits we must cultivate within our own personalities if we seek to successfully overcome the problems and challenges that are confronting our daily lives.

An effective problem solver understands that many problems will never fully be solved if a risk isn’t involved.

A risk may mean overcoming a fear, thinking outside-the-box, or simply making the tough decisions that at the moment may seem uncertain and unclear.

Problem solvers are risk takers who believe that intelligent risk-taking will enable them to reach effective solutions to the challenges confronting their daily reality.

An effective problem solver is persistent in thought, decision, and action. They clearly understand that there are a means and way around any problem, fully believing that as long as they persist and persevere that they will always find an angle that will help them obtain a desired outcome.

Enthusiastic

An effective problem solver displays passion and enthusiasm at all times. These two qualities provide them with the energy and motivation they need to help them overcome the toughest of challenges.

An effective problem solver is meticulous with every step they take moving towards their desired outcomes.

This thoroughness allows them to work through their problems step-by-step — taking into account all angles and perspectives.

Adaptable and Flexible

An effective problem solver is constantly vigilant and aware of constantly changing circumstances. They clearly understand that problems can shift and change at a moments notice, and as a result, they must adapt their approach accordingly.

It is only through flexibility-of-thought that they are able to work through their problems in an efficient and effective way.

Open Minded

An effective problem solver is always humbly open minded to other people’s opinions and perspectives. They clearly understand that they do have all the answers and that others may indeed have alternative views that will help them to see things from new and unique perspectives. This likewise helps open the doors to new understandings that would not otherwise have been available to them.

Lighthearted

An effective problem solver approaches their daily challenges in a light-hearted and playful manner. They fully realize the overwhelming power that problems can have on their psyche. To counteract this, they approach each problem in a playful and light-hearted way — helping them to find solutions and answers where others only see overwhelm and distress.

An effective problem solver is proactive. They understand, they just have to keep moving forward and continue to take proactive action no matter how uncertain events or circumstances may seem at any specific moment in time.

The opposite of being proactive is being reactive . When we are reactive  we become easily overwhelmed by the events and circumstances of our lives because we fail to take control of our emotional responses.

An effective problem solver is a curious thinker .

Curiosity naturally leads to a plethora of questions that need to be answered. Once answered, they can evolve into a myriad of solutions that will help you to attain your desired goals and objectives far more quickly.

Non-Conforming

An effective problem solver does not conform to the standards and norms of mainstream society. Instead, they think out of the box and break the rules in order to attain their desired outcomes.

The Primary Problem Solving Method

There are many problem-solving techniques and strategies that we could present here. However, there is essentially only one primary problem-solving method that will help you to structure and break down a problem step-by-step from the beginning to the very end. To view an advanced version of this problem-solving method, please check out the  Visual Thinking Path .

Within this section, we will work our way through a six-step primary problem-solving method.

By consciously learning to apply each of these steps/phases into your problem-solving regime, you will proactively take control of your daily decision-making process.

The Preparation Phase

This phase helps you to identify, define and decipher an overall picture and understanding of the problem that is currently confronting your reality.

As you progress through this phase, it is important to gain as much clarity about your problem as possible from absolutely every angle and perspective. Any assumptions or misunderstandings here could very well sabotage your ability to reach an effective solution. Therefore be very careful to clarify everything clearly and meticulously.

Identify the Problem

Your first step is to always clearly identify the problem that is confronting your reality. Many people fail to do this correctly, and as a result, they discover that what they thought was a problem is, in fact, a mistaken assumption that now requires a dramatically different approach.

Define Problem in Writing

Once you have identified the problem, your next step is to clearly define it on paper. It is only through the process of writing our thoughts down on paper that we attain the clarity we need to effectively deal with the challenges that stand in our way.

Question the Problem

To further clarify and expand your understanding about this problem, it is recommended that you ask yourself a set of open-ended questions that will help you to define the problem from a variety of angles and perspectives.

The questions you should be asking yourself must be focused on the What? When? Where? Why? Who? and How? of the problem under question.

Undertaking this process with meticulous attention will open new insights and understandings that will help you as you move through this problem-solving strategy.

It is important to understand that you are not seeking solutions or answers here but rather gathering insights about the problem from as many different angles and perspectives you can identify.

Here are a few questions to get you started:

What is the actual problem that is impeding my progress? When did this problem occur? Where did this problem first appear? Why is this problem impeding my progress? Who is involved in this problem? How is this problem influencing other areas of my life?

Determine Possible Causes

Once you have clarified the problem, your next step is to identify the possible causes that may have triggered these outcomes.

Again during this stage, you must continue asking What? When? Where? Why? Who? and How? questions.

What could be the potential causes of this problem? When did these causes originate? Where did these causes originate? Why did these causes originate? Who could have triggered this problem? How does all this help me with identifying the causes of this problem?

Reframe the Problem

Once you have identified and defined the causes of the problem, it is important to open your mind to alternative perspectives.

At this stage, you are not yet seeking answers or solutions but rather opening your mind to different perspectives that will help you to understand the problem from a variety of angles.

Here are a few reframing questions to get you started:

How might other people perceive this problem? How would I perceive this problem if I was to look back on it 12 months from this day? What if I was completely detached from this problem and its outcomes. How would I now perceive it? What has to be true for this to be a problem?

Define Desired Outcomes

Finally, you must gain clarity by defining the desired outcomes you would like to attain from successfully working your way through this problem.

These outcomes will help direct your mind towards solutions as you progressively move through the remaining phases.

The strategy you use to achieve this outcome isn’t important at this stage. The only thing that matters is that you clarify on paper the end objective or goal you would like to achieve.

The Generation Phase

This phase allows for free association and exploration of wild and crazy ideas that must not be judged, criticized or condemned for any reason.

The greater flexibility of thought you incorporate into this phase, the more effective the later phases will become.

It is important throughout this phase that you literally overwhelm your brain with as many solutions as possible. The greater the variety of solutions and strategies you come up with, the more insightful and effective the Incubation Phase will become.

Recall Past Learning, Experiences and Mistakes

Recalling your past life experiences will help you to gain a better perspective on your current predicament.

Many people constantly need to deal with the same ongoing problems because they simply fail to learn from their past experience and mistakes.

It is only through a process of self-reflection and understanding that we will gain the necessary insights to move through our current problems efficiently and effectively.

Keep in mind that any past experience — even if not directly related to your current problems — could potentially help you find the solutions you are after.

Explore Strategies and Solutions

Having brought your past learnings and mistakes into the present, you are now ready to brainstorm solutions and strategies that will help you to successfully overcome the challenge confronting your current reality.

While brainstorming it’s important not judge or criticize your solutions. Your thinking must flow effectively and efficiently from one idea to the next like water gently trickling off a leaf. All you are doing is generating possible and potential solutions that will help to expand your thinking and awareness about the problem you are currently experiencing.

You can lightly consider the drawbacks and obstacles that may be attached to each of your solutions, however primarily spend your time on the benefits of each strategy and how it could potentially lead you to the outcome you outlined within the Preparation Phase.

As a final thought, keep in mind that the how  isn’t important here. Instead, it is the what  that matters.

The Incubation Phase

This could very well be called the Resting Phase .

Your goal  here is to simply allow the solutions and ideas you came up with during the Generation Phase to harvest and grow within the recesses of your mind without ridicule or judgment.

The key here is to separate your mind from the problem so completely that it simply becomes irrelevant and insignificant.

Flowers cannot sprout and grow if weeds are dominating your thought process.

Indulge in Brainstorming Naps

Brainstorming naps are short 15 to 30-minute breaks you take throughout your day where you close your eyes and open yourself up to potential solutions.

Before you take these brainstorming naps, it is important that you partake in a good 30 to 45 minutes of intense thought and self-reflection about possible solutions to your problem.

As you lie back in a comfortable position and close your eyes, ask yourself the following questions:

How can I solve this problem in the most effective and efficient way? What must I do to attain my desired outcome?

Once your questions have been asked, simply settle down and observe your thoughts as though you are watching clouds drifting across the sky. Within these visual images, you may very well find the answers you are after.

Sleep on Problem

Simply put your problem to rest and go to sleep.

As you are nodding off, pose yourself insightful questions that will stimulate the thought process and encourage your brain to search for answers.

When you awaken the next morning, immediately reflect on your thoughts and dreams — they may hold the answers you have been searching for.

Change Your Environment to Improve Incubation

Stepping out into nature or simply into an inspiring and energetic environment will separate you from your problem and help you to think more effectively about potential solutions. However, since we are in the Incubation Phase, it is important to simply let go of the process of intense meticulous thinking. Instead, enjoy your surroundings and the answers you are after will eventually reveal themselves to you. And just in case, have a piece of paper and pen ready to write down inspiring solutions as they come your way.

Evolution Phase

Now that your ideas have had a chance to incubate within the recesses of your mind, you are now ready to take your thinking to the next level — becoming your worst and best critic.

Your goal throughout the Evolution Phase is to break down and clarify all your potential solutions progressively and meticulously allowing for deep insights and all round perspectives.

The more thorough you are while undertaking this process, the fewer problems you will face throughout the Implementation Phase that follows.

Prioritize and Evaluate Solutions

Collate all the solutions you brought forward throughout the Generation and Incubation Phases and evaluate them accordingly.

Evaluate the viability of these solutions by looking at them from a variety of different angles and perspectives. Also, take into account the time and energy you have available that will allow you to bring these solutions into the real world.

Once completed, prioritize your solutions to help you better decipher which ones could best assist you in overcoming your problems most effectively.

Speculate Potential Future Outcomes and Negative Consequences

Future-pace each solution and see it clearly helping you overcome your problem.

Identify the possible drawbacks, weaknesses, strengths and potential opportunities that may result.

The greater clarity you gain here, the easier it will be to settle on an ideal and clear-cut solution to your problem.

Settle on Solutions

Having accumulated a thorough and comprehensive list of solutions throughout the Generation and Incubation Phases, and having outlined the possible consequences of each of these outcomes, you are now ready to select one primary desirable solution that will help you overcome your problem in the most effective and efficient manner.

Take everything into consideration and decide which solution will best help you to achieve your desired outcome.

Implementation Phase

Your goal throughout the Implementation Phase is to progressively and meticulously work through the solution to your problem in a step-by-step manner using a process of logical decision making and action. You are basically bringing everything you have thought about and outlined on paper into reality.

Many people will struggle to get through this stage successfully because of the dreaded procrastination bug. Be sure that you don’t fall into this dirty trap. 🙁

Clarify Your Personal Vision of Outcome on Paper

Having settled on your ideal solution to this problem, take some time now to clarify this vision on paper.

Clarify the Personal Resources at Your Disposal

Identify the support, skills, knowledge, and tools you currently have at your disposal that will help you to successfully overcome this problem. These are your resources . If you find that you are lacking in some of these areas, then you may need to regroup and update your skills or knowledge to help you deal with this problem more effectively. Or you may simply need to obtain the help and support of a new group of people who can guide you through this problem in a more proactive and efficient way.

Create Three Alternative Plans of Action

Now that you have the necessary skills, knowledge, support, and tools you need to overcome this problem successfully, your next step is to draw up your plan of action.

As previously discussed, it is important to be flexible with your actions and to take into consideration all the drawbacks and potential pitfalls of these steps.

In order to minimize the possibilities of getting stuck, it is critical that you outline three alternative plans of action. If Plan A works out, then that’s great. However, if it fails miserably, then you still have Plan B and C at your disposal.

Set Clear Defined Deadlines for these Actions

Clear and defined deadlines will motivate you into action while providing you with a time sensitive objective to work towards.

Take Action Committing Yourself to the Result

The Learning Phase

This is an important phase that is very often overlooked. It will help you to clarify your thoughts, including the methods and strategies you used throughout the problem-solving process.

The learnings you gather from self-reflection will provide you with indispensable insights that will put your problem-solving methods in perspectives — improving the effectiveness and efficiency of your approach as you tackle similar challenges in the future.

Monitor Your Outcomes

As you progress along your journey towards implementing your solution, pay attention to the outcomes that result from every thought you make and every decision and action you take. This awareness will help you to better understand your personal traits and tendencies, which will likewise assist you with improving your problem-solving methods in the future.

Reflect on the Problem Solving Process

Once you have successfully overcome your problem, spend some time thinking and reflecting on the problem-solving process.

Here are some questions to get you started:

What did I do well, and what am I proud of about the way I conducted myself throughout this process? What problem solving traits did I cultivate and bring to the forefront throughout this process? What problem solving traits did I neglect? What mistakes did I make as I worked my way through this problem? What have I learned from these experiences? What could I have done better… more effectively and efficiently? How can I use these learnings and experiences to further my problem solving abilities in the future?

For a more advanced look at this problem-solving method, please check out the Visual Thinking Path .

Ongoing Problem Solving Tactics

Becoming an effective problem solver requires an ongoing process of conscious thought and action that opens new doors of opportunity to the solutions and answers you are after.

The solutions and answers you are after will be difficult to attain if you only apply the primary problem-solving method sporadically. Instead, you must consciously instill into your psyche habitual patterns of behavior that are consistent and aligned with a problem solver’s mentality.

Becoming an effective problem solver is not a part-time career, it is rather a full-time process that eventually becomes second nature.

Within this section, we will explore a number of effective ongoing problem-solving tactics you can use consistently throughout your day to keep your mind primed and ready for any challenge that may come your way.

Mindset Oriented Tactics

The following is a list of mindset oriented problem-solving tactics you can use on a consistent basis to keep your mind primed and ready for the challenges that come your way:

Visualize Your Desired Outcomes

It is said that we can only achieve our goals and objectives if we are able to clearly visualize them first in our minds-eye.

That which we are unable to visualize, we will likewise not be able to comprehend and realize within our physical reality.

When we were babies our motor skills developed over time through a process of observation and visualization. Only once we were able to successfully visualize in our minds-eye the process of picking-up physical objects, were we able to bring that same ability successfully into our physical reality. Given this, do you see how important it is to spend time visualizing your outcomes and the possible scenarios and strategies you will use to overcome your problems effectively?

Ask Questions Searching for Solutions

Questions are the keys that will unlock doors of opportunity and answers to even the most pressing of problems.

If you ask the ideal solution focused question , you will receive the right answers to help move you forward through your challenges in the most effective and efficient way.

Always See Opportunities for New Learnings

Problem-solving is essentially built upon the concept of opportunity-spotting.

Effective problem solvers don’t actually see problems as others do. Instead, they see only opportunities for new learnings, insights, and understandings that will help them to keep moving forward towards the attainment of their goals and objectives.

You must train your mind to look at every event or circumstance as an opportunity for you to become and grow to your full potential.

The challenges you face in life are there for a reason to help you attain your highest potential as a human being. See these problems as opportunities and you will move through them more effectively and swiftly than ever before.

Think Critically

By thinking critically about every problem and circumstance in your life, you will break down the walls of the assumption that tend to trap the mind within unhelpful thinking habits.

Think Creatively

Whereas problem-solving is very structured and logical, creativity , on the other hand, is unstructured and imaginative.

These two forms of effective thinking are in many ways tied together and will work in conjunction to help you break through the obstacles standing in your way.

Think is Solitude

In order to think more effectively about the problems in our lives, we must first clear the clutter from our heads.

This process begins when we remove ourselves from the physical distractions that could impede our thinking ability.

Within solitude, you will find peace, harmony and a sense of connection with your body, spirit, and mind. This will help release built-up tension while opening up the channels to intuitive, creative and logical thought — helping you to overcome your problems with far greater ease.

Let Go of Fears

Your fears will rob you of the ability to think effectively and problematically.

Effective problem solvers don’t allow their fears to control their thoughts, decisions, and actions. Instead, they usurp their fears and focus on the pleasures that will bring them the outcomes they desire to experience within their lives.

Let Go of Judgments and Criticisms

Effective problem solving requires us to let go of ill-fated judgments and criticisms.

The ideal solution can only be reached if we take time to harvest and cultivate it within the recesses of our minds for an extended period of time. This process thusly requires us to let go of the Devil’s Advocate role and milk our ideas for all their worth.

It is only towards the end of the problem-solving process that the Devil’s Advocate card should be played.

Let Go of Biases and Assumptions

For the same reason as mentioned above, we must let go of all biases and assumptions that may hold us back from successfully finding a solution to the problem at hand. This is often easier said than done because in many instances our assumptions and biases naturally color our understanding of reality.

If we mistakenly assume something, then we may redirect our thoughts, decisions, and actions down paths that we did not want to tread.

The solution is to ask insightful and carefully structured questions that will help us to break down the biases and assumptions we are holding onto at any one moment in time.

Allow for Fantasizing

Fantasizing can be an effective form of creative problem-solving.

Take time each and every day to remove yourself from physical reality and fantasize about creating a perfect life where everything you imagine becomes your reality.

This process will help to loosen your mind, and may very well open the doors to a set of insightful ideas that will assist you in overcoming your problems more effectively.

Allow for Playfulness

Playfulness is another endearing quality that you must cultivate every single day.

Perceive each and every problem as an intriguing game that you must win at all costs. Play this game, have fun, and enjoy the experience to its fullest.

Allow for Idea Incubation

No idea will fully evolve and grow to its fullest potential if you fail to incubate it within the recesses of your mind for a period of time.

Sometimes brilliant ideas can come to us quite effortlessly. As a result, our excitement takes over and we immediately take action in an attempt to bring the idea into physical reality. However, later we realize that the idea was incomplete or simply didn’t work as expected.

In instances such as these, it is easy to get disheartened. Our idea was great, but for some reason, it just didn’t evolve because little did we realize at the time, that this iceberg-idea was only the tip of a much larger, complete and comprehensive thought-pattern that was never brought to the surface .

In such instances, we must learn from this experience and take time to incubate our ideas as we move forward into the future.

Explore Funny and Foolish Ideas

No idea should ever be ruled out. Every idea is valid and useful no matter how foolish, crazy or funny it might seem on the surface. In fact, some of the most foolish ideas have indeed earned people millions and others billions of dollars. For this very reason, it’s critical that you never discount any idea until you have taken it through the entire problem-solving cycle discussed within this post.

Explore Alternative Perspectives Using Lenses

Lenses are a form of creative problem solving that will help you to expand your understanding and awareness of your circumstances from a variety of unique and interesting perspectives.

Each lens will help you to see the problem from a new point-of-view — assisting you with identifying creative solutions you may not have thought of before.

The following list presents you with just a few lenses you can use to help trigger creative solutions to your problems:

Childhood Lens

Look at your problem from the perspective of an inquisitive and curious child.

See your problem as an innocent circumstance that isn’t tinged with pre-conceived biases or assumptions .

Ask yourself seemingly foolish, funny and creative questions that open new ways of thinking about mundane circumstances and problems.

How would a child approach this problem? What kinds of questions would they ask?

Athlete’s Lens

Look at your problem from the perspective of a motivated and determined athlete.

See your problem as a mountain that you will tame and conquer .

Ask yourself questions that will help you to persist and persevere — effectively expanding the possibilities of your solutions.

How would an athlete approach this problem? What kinds of questions would they ask?

Artist’s Lens

Look at your problem from the perspective of a creative and imaginative thinker.

See your problem as a work of art that progressively takes shape .

Ask yourself questions built around metaphors , stories, visual concepts and ideas that will provide you with a unique perspective on your problem.

How would an artist approach this problem? What kinds of questions would they ask?

Scientist or Inventor’s Lens

Look at your problem from the perspective of an analytical scientist or crazy inventor.

See your problem as an experiment that you must test and perfect .

Ask yourself questions that are built upon logical thought and experimentation.

How would a scientist or crazy inventor approach this problem? What kinds of questions would they ask?

Politician’s Lens

Look at your problem from the perspective of a confident, confronting and ambitious politician.

See your problem as a political campaign that you must win at all costs .

Ask yourself questions that help you poke holes in your problem, thus bringing its weaknesses to the forefront — much like what politicians do to their opponents during television debates.

How would a politician approach this problem? What kinds of questions would they ask?

Action Oriented Tactics

The following is a list of action-oriented problem-solving tactics you can use on a consistent basis to keep your mind primed and ready for the challenges that come your way:

Persistently Write Out Questions

Questions are the keys that will bring forth the answers and solutions to your problems.

Sit down for 30 minutes per day with two sheets of paper and a pen. Now, write out your problem in a question format on top of both sheets. Next, take your 1st sheet of paper and spend 15 minutes writing out as many questions as you can think of that will help expand your understanding and awareness of this problem. Finally, when your 15 minutes is up, take out the 2nd sheet of paper and write out as many solutions as you can think of that will answer the questions you posed on the 1st sheet of paper.

By undertaking this process consistently each and every day, you will develop a problem-solving knack that will help you breakthrough any obstacle standing in your way.

Read Broadly

Sometimes the answers to our problems can come from the most unexpected sources.

Keep your problem in mind as you read a book, magazine or newspaper and observe your brain in overdrive searching for new pieces of information that it can associate with old memories and experiences.

Within every piece of information you read, the pictures you see, and the sounds you listen to, lies the solution to your problem . This awareness will get you halfway to your answer. However, you must be fully committed to lifelong learning.

Update Your Skills and Knowledge

Our problems can only overwhelm us when we feel incapable of dealing with them in an effective and timely manner. The solution for this is to update specific skills and knowledge (pertaining to the problem) that will allow you to better handle and manage these types of challenges in the future.

Use Positive Language

A pessimist will naturally have a very difficult time finding solutions to even the simplest of problems. On the other hand, an optimistic realist who uses positive language will bring forth a great array of solutions that will further expand their thinking and creative potential.

Use Concept Maps and Mind Maps

Mind maps are extraordinary problem-solving tools that will allow you to easily brainstorm effective and creative ideas.

Mind Maps mimic our brain’s natural capacity to think, manage and organize large chunks of information in an efficient way. They will help you to put your problem into perspective while giving birth to new connections and associations that may not have been evident before.

Use Diagrams

Because our brains think in pictures and not words, it just makes sense that diagrams would help us conceptualize our ideas in a much more creative way.

You may be surprised with the insights you will gather from simply drawing up your problem and solutions in a diagrammatic picture format.

Create and Use a Problem Solving System

Finally, it is important to understand that our problems will never evaporate completely. Such is life, that it constantly and continuously tests our resolve in order to help us grow and achieve our most desired goals and objectives.

Those people who don’t seem to experience any problems in life have simply mastered the illusion of hiding their problems from others. They have learned methods that help them manage their problems using a potentially unconscious systematization process.

Every time you successfully work through your problems, it is important to draw up a systematic management plan that will help you to deal with these types of problems in a more effective and efficient way in the future.

Visit  Brian Tracy’s website  to learn more about his personal development and business courses, books, and programs.

Concluding Thoughts

It has been said that…

It’s not what happens to us that determines our fate, it’s rather what we do with what happens that shapes our destiny.

The problems and challenges that confront our everyday reality are drawn to us for a reason and purpose — teaching us life lessons that help us grow and attain new levels of insight, awareness and understanding.

Without problems we would never grow, we would never mature, we would never fully develop, and we would never experience the joy and satisfaction of attaining our most inspiring goals and objectives .

Yes, problems are indeed blessings in disguise for some, while for others they become steppingstones for misery, stress, mayhem, and dissatisfaction. These people just don’t get it…

Time to Assimilate these Concepts

GET THIS MAP

Did you gain value from this article? Is it important that you know and understand this topic?   Would you like to optimize how you think about this topic? Would you like a method for applying these ideas to your life?

If you answered yes to any of these questions, then I’m confident you will gain tremendous value from using the accompanying IQ Matrix for coaching or self-coaching purposes. This mind map provides you with a quick visual overview of the article you just read. The branches, interlinking ideas, and images model how the brain thinks and processes information. It’s kind of like implanting a thought into your brain – an upgrade of sorts that optimizes how you think about these concepts and ideas. 🙂

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If you’re new to mind mapping or just want to check things out, then register for the Free 12 Month Membership Program . There you will gain access to over 90 mind maps, visual tools, and resources valued at over $500. 

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Gain More Knowledge…

Here are some additional links and resources that will help you learn more about this topic:

• The Art of Complex Problem Solving @ iDiagram
• Einstein’s Secret to Amazing Problem Solving @ Litemind
• 16 Practical Tips for Solving Your Problems More Easily @ Positivity Blog
• 10 Timeless Lessons on Better Thinking @ Life Optimizer
• Your Guide to Get Spinning in the Idea Tornado @ Think Simple Now
• How to Find Creative Solutions to Non-Creative Problems @ Scott H Young
• Problem Solving Toolkit – 33 Tricks to Answer Tough Problems @ Scott H Young
• Solve Tough Problems by Using Lenses @ Scott H Young
• Square Watermelon Problem Solving @ Dumb Little Man
• The Best Way to Solve a Problem: Give Up @ Paid to Exist

About The Author

Adam Sicinski

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Problem-Solving Mindset: How to Achieve It (15 Ways)

One of the most valuable skills you can have in life is a problem-solving mindset. It means that you see challenges as opportunities to learn and grow, rather than obstacles to avoid or complain about. A problem-solving mindset helps you overcome difficulties, achieve your goals, and constantly improve yourself. By developing a problem-solving mindset, you can become more confident, creative, and resilient in any situation.A well-defined problem paves the way for targeted, effective solutions. Resist the urge to jump straight into fixing things. Invest the time upfront to truly understand what needs to be solved. Starting with the end in mind will make the path to resolution that much smoother.

Sanju Pradeepa

* This Post may contain affiliate Links, and we receive an affiliate commission for any purchases made by you using such links. *

Ever feel like you’re stuck in a rut with no way out? We’ve all been there. The problems life throws at us can seem insurmountable. But the truth is, you have everything you need to overcome any challenge already within you. It’s called a problem-solving mindset. Developing the ability to see problems as puzzles to solve rather than obstacles to overcome is a game changer. With the right mindset, you can achieve amazing things.

In this article, we’ll explore what having a problem-solving mindset really means and how you can cultivate one for yourself. You’ll learn proven techniques to shift your perspective, expand your creativity, and find innovative solutions to your biggest problems. We’ll look at examples of people who have used a problem-solving mindset to accomplish extraordinary feats. By the end, you’ll have the tools and inspiration to transform how you think about and approach problems in your own life.

Table of Contents

What is a problem-solving mindset.

A problem solving mindset is all about approaching challenges in a solution-focused way. Rather than feeling defeated by obstacles, you look at them as puzzles to solve. Developing this mindset takes practice, but the rewards of increased resilience, creativity and confidence make it worth the effort.

• Identify problems, not excuses. Rather than blaming external factors, look for the issues within your control. Ask yourself, “What’s really going on here and what can I do about it?”
• Focus on solutions, not problems. Once you’ve pinpointed the issue, brainstorm options to fix it. Don’t get stuck in a negative loop. Shift your mindset to answer the question, “What are some possible solutions?”
• Look for opportunities, not obstacles. Reframe the way you view problems. See them as chances to improve and learn, rather than roadblocks stopping your progress. Ask, “What’s the opportunity or lesson here?”
• Start small and build up. Don’t feel overwhelmed by big challenges. Break them into manageable steps and celebrate small wins along the way. Solving little problems builds your confidence to tackle bigger issues.

Be patient with yourself and maintain an open and curious attitude . With regular practice, you’ll get better at seeing the solutions, rather than the obstacles. You’ll become more flexible and innovative in your thinking. And you’ll discover that you have the ability to solve problems you once thought insurmountable. That’s the power of a problem-solving mindset.

Why Developing a Problem Solving Mindset Is Important

Developing a problem-solving mindset is crucial these days. Why? Because life throws curveballs at us constantly and the only way to overcome them is through creative solutions.

Having a problem-solving mindset means you view challenges as opportunities rather than obstacles. You approach them with curiosity and optimism instead of dread. This allows you to see problems from new angles and come up with innovative solutions.

Some key characteristics of a problem-solving mindset include:

• Flexibility. You’re open to different perspectives and willing to consider alternative options.
• Creativity. You think outside the box and make unexpected connections between ideas.
• Persistence. You don’t give up easily in the face of difficulties or setbacks. You continue experimenting and adjusting your approach.
• Adaptability. You accept change and are able to quickly adjust your strategies or plans to suit new situations.
• Resourcefulness. You make the most of what you have access to and find ways to overcome limitations.

Developing a problem-solving mindset takes conscious effort and practice.

The Key Characteristics of Effective Problem Solvers

To become an effective problem solver, you need to develop certain characteristics and mindsets. Here are some of the key traits shared by great problem solvers:

1. Openness to New Ideas

Effective problem solvers have an open and curious mind. They seek out new ways of looking at problems and solutions. Rather than dismissing ideas that seem “out there,” they explore various options with an open mind.

2. Flexibility

Great problem solvers are flexible in their thinking. They can see problems from multiple perspectives and are willing to adapt their approach. If one solution isn’t working, they try another. They understand that there are many paths to solving a problem.

3. Persistence

Solving complex problems often requires persistence and determination. Effective problem solvers don’t give up easily. They continue exploring options and trying new solutions until they find one that works. They see setbacks as learning opportunities rather than failures.

Why Persistence is Important: 8 Benefits & 6 Ways to Develop

4. creativity.

Innovative problem solvers think outside the box . They make unexpected connections and come up with unconventional solutions. They utilize techniques like brainstorming, mind mapping, and lateral thinking to spark new ideas.

5. Analytical Thinking

While creativity is key, problem solvers also need to be able to evaluate solutions in a logical and analytical manner. They need to be able to determine the pros and cons, costs and benefits, and potential obstacles or issues with any solution. They rely on data, evidence, and objective reasoning to make decisions.

7 Types of Critical Thinking: A Guide to Analyzing Problems

How to cultivate a problem-solving mindset.

To cultivate a problem-solving mindset, you need to develop certain habits and ways of thinking. Here are some tips to get you started:

1. Look for Opportunities to Solve Problems

The more you practice problem solving, the better you’ll get at it. Look for opportunities in your daily life to solve small problems. This could be figuring out a better way to organize your tasks at work or coming up with a solution to traffic in your neighborhood. Start with small, low-risk problems and work your way up to more complex challenges.

2. Ask Good Questions

One of the most important skills in problem solving is asking good questions. Questions help you gain a deeper understanding of the issue and uncover new perspectives. Ask open-ended questions like:

• What’s the real problem here?
• What are the underlying causes?
• Who does this impact and how?
• What has been tried before? What worked and what didn’t?

3. Do Your Research

Don’t go into problem solving blind. Do some research to gather relevant facts and data about the situation. The more you know, the better equipped you’ll be to come up with innovative solutions. Talk to people with different viewpoints and life experiences to gain new insights.

4. Brainstorm Many Options

When you start thinking of solutions, don’t settle for the first idea that comes to mind. Brainstorm many options to open up possibilities. The more choices you have, the more likely you are to discover an unconventional solution that really fits the needs of the situation. Think outside the box!

5. Evaluate and Decide

Once you have a list of possible solutions, evaluate each option objectively based on criteria like cost, time, and effectiveness. Get input from others if needed. Then make a decision and take action. Even if it’s not the perfect solution, you can make changes as you go based on feedback and results.

6. Question your beliefs

The beliefs and assumptions you hold can influence how you perceive and solve problems. Ask yourself:

• What beliefs or stereotypes do I have about this situation or the people involved?
• Are these beliefs grounded in facts or just my personal experiences?
• How might my beliefs be limiting my thinking?

Challenging your beliefs helps you see the problem with fresh eyes and identify new solutions.

The Ultimate Guide of Overcoming Self-Limiting Beliefs

7. seek different perspectives.

Get input from people with different backgrounds, experiences, and thought processes than your own. Their unique perspectives can reveal new insights and spark innovative ideas. Some ways to gain new perspectives include:

• Discuss the problem with colleagues from different departments or areas of expertise.
• Interview customers or clients to understand their needs and priorities.
• Consult experts in unrelated fields for an outside-the-box opinion.
• Crowdsource solutions from people of diverse ages, cultures, and socioeconomic backgrounds.

8. Look beyond the obvious

We tend to focus on the most conspicuous or straightforward solutions, but the best option isn’t always obvious. Try these techniques to stimulate unconventional thinking:

• Restate the problem in new ways. A new phrasing can reveal alternative solutions.
• Remove constraints and imagine an ideal scenario. Then work backwards to find realistic options.
• Make unexpected associations between the problem and unrelated concepts or objects. Look for parallels and analogies in different domains.
• Play with hypothetical scenarios to find combinations you may not logically deduce. Some of the wildest ideas can lead to innovative solutions!

With an open and curious mindset, you can overcome assumptions, gain new insights, and find unconventional solutions to your most complex problems. The key is looking at the situation in new ways and exploring all possibilities.

Mindset is Everything: Reprogram Your Thinking for Success

9. practice active listening.

To become an effective problem solver, you need to practice active listening. This means paying close attention to what others are saying and asking follow-up questions to gain a deeper understanding of the issues.

Listen without judgment

When someone is explaining a problem to you, listen with an open mind. Avoid interrupting or criticizing them. Your role is to understand their perspective and concerns, not pass judgment. Nod, make eye contact, and give verbal affirmations like “I see” or “go on” to show you’re engaged.

Ask clarifying questions

If something is unclear or you need more details, ask questions. Say something like, “Can you explain that in more detail?” or “What specifically do you mean by that?” The more information you have about the problem, the better equipped you’ll be to solve it. Ask open-ended questions to encourage the other person to elaborate on their points.

Paraphrase and summarize

Repeat back parts of what the speaker said in your own words to confirm you understood them correctly. Say something like, “It sounds like the main issues are…” or “To summarize, the key points you’re making are…” This also shows the other person you were paying attention and care about addressing their actual concerns.

10. Withhold suggestions initially

When someone first presents you with a problem, avoid immediately suggesting solutions. Your first task is to understand the issue thoroughly. If you start proposing solutions too soon, it can seem like you’re not really listening and are just waiting for your turn to talk. Get clarification, summarize the issues, and ask any follow up questions needed before offering your input on how to solve the problem.

Developing the patience and discipline to actively listen takes practice. But by listening without judgment, asking clarifying questions, paraphrasing, and withholding suggestions initially, you’ll gain valuable insight into problems and be better equipped to solve them. Active listening is a skill that will serve you well in all areas of life.

11. Ask Lots of Questions

To solve problems effectively, you need to ask lots of questions. Questioning helps you gain a deeper understanding of the issue, uncover hidden factors, and open your mind to new solutions.

Asking “why” helps you determine the root cause of the problem. Keep asking “why” until you reach the underlying reason. For example, if sales numbers are down, ask why. The answer may be that you lost a key client. Ask why you lost the client. The answer could be poor customer service. Ask why the customer service was poor. And so on. Getting to the root cause is key to finding the right solution.

Challenge Assumptions

We all have implicit assumptions and biases that influence our thinking. Challenge any assumptions you have about the problem by asking questions like:

• What if the opposite is true?
• What are we missing or ignoring?
• What do we think is impossible but perhaps isn’t?

Questioning your assumptions opens you up to new perspectives and innovative solutions.

12. Consider Different Viewpoints

Try to see the problem from multiple angles by asking:

• How do others see this problem?
• What solutions might employees, customers, or experts suggest?
• What would someone from a different industry or background recommend?

Getting input from people with diverse experiences and ways of thinking will lead to better solutions.

13. Brainstorm New Possibilities

Once you have a good understanding of the root problem, start generating new solutions by asking open-ended questions like:

• What if anything were possible, what solutions come to mind?
• What are some wild and crazy ideas, even if implausible?
• What solutions have we not yet thought of?

Don’t judge or evaluate ideas at this stage. Just let the questions spark new creative solutions. The more questions you ask, the more solutions you’ll discover. With an inquisitive mindset, you’ll be well on your way to solving any problem.

14. Document what you find

As you research, keep notes on key details, facts, statistics, examples, and advice that stand out as most relevant or interesting. Look for common themes and threads across the different resources. Organize your notes by topic or theme to get a better sense of the big picture. Refer back to your notes to recall important points as you evaluate options and determine next steps.

Doing thorough research arms you with the knowledge and understanding to develop effective solutions. You’ll gain a deeper appreciation for the complexity of the problem and be able to make more informed choices. Research also exposes you to new ideas you may not have considered. While it requires an investment of time, research is a crucial step for achieving an optimal solution.

15. Start With the End in Mind: Define the Problem Clearly

To solve a problem effectively, you need to first define it clearly. Without a concrete understanding of the issue at hand, you’ll waste time and energy grappling with a vague, nebulous challenge.

Identify the root cause

Ask probing questions to determine the underlying reason for the problem. Get specific by figuring out who is affected, what’s not working, where the breakdown is happening, when it started, and why it’s an issue. Look beyond the symptoms to find the source. The solution lies in resolving the root cause, not just alleviating surface-level pain points.

Gather objective data

Rely on facts, not opinions or assumptions. Observe the situation directly and collect information from multiple sources. Get input from people with different perspectives. Hard data and evidence will give you an accurate, unbiased view of the problem.

Define constraints and priorities

Determine any restrictions around time, money, resources, or policies that could impact your solution. Also identify what’s most important to solve—you can’t fix everything at once. Focus on high-priority issues and leave lower-priority problems for another time.

Frame the problem statement

With a clear understanding of the root cause, supporting data, and constraints, you can craft a concise problem statement. This articulates the issue in 1 or 2 sentences and serves as a guiding vision for developing solutions. Refer back to your problem statement regularly to ensure you stay on track.

Final Thought

Developing a problem-solving mindset is within your reach if you commit to continuous learning, looking at challenges from new angles, and not being afraid to fail. Start small by picking one problem each day to solve in a creative way. Build up your confidence and skills over time through practice.

While it may feel uncomfortable at first, having an adaptable and solution-focused mindset will serve you well in all areas of life. You’ll be able to navigate obstacles and setbacks with more ease and grace. And who knows, you may even start to enjoy the problem-solving process and see problems as opportunities in disguise. The problem-solving mindset is a gift that keeps on giving. Now go out there, face your challenges head on, and solve away!

Solve It!: The Mindset and Tools of Smart Problem Solvers by  Dietmar Sternad

• Creative Problem Solving as Overcoming a Misunderstanding by Maria Bagassi  and  Laura Macchi * (Department of Psychology, University of Milano-Bicocca, Milan, Italy) ,
• Mindsets: A View From Two Eras by Carol S. Dweck 1  and  David S. Yeager 2 published in National Library of Medicine ( Perspect Psychol Sci.  Author manuscript; available in PMC 2020 May 1. Published in final edited form as: Perspect Psychol Sci. 2019 May; 14(3): 481–496. )

Call to Action

With regular practice, a problem solving mindset can become second nature. You’ll get better at seeing opportunities, asking the right questions, uncovering creative solutions, and taking action. And that will make you a highly valuable thinker in any organization or team.

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Self-Assessment • 20 min read

How Good Is Your Problem Solving?

Use a systematic approach..

By the Mind Tools Content Team

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

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

They're time-consuming.

They muscle their way into already packed schedules.

They force us to think about an uncertain future.

And they never seem to go away!

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

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

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

How Good Are You at Solving Problems?

Instructions.

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

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

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

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

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

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

These techniques can help you do this:

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

Risk Analysis helps you identify significant business risks.

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

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

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

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

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

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

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

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

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

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

Step 4: Find Ideas (Questions 4, 13)

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

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

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

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

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

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

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

Step 6: Plan (Questions 1, 16)

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

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

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

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

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

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

Step 8: Act (Questions 2, 11)

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

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

Problem solving is an exceptionally important workplace skill.

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

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

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

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

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Solve Problems Before They Happen: Proactive Strategies for Success

We all know that prevention is better than cure, and this is especially true when it comes to problem-solving. Proactive problem-solving is a crucial skill in both personal and professional life that can lead to long-term success. In this article, we will discuss the importance of proactive problem-solving and provide you with strategies to adopt a proactive approach to prevent problems before they even occur.

Understanding the Importance of Proactive Problem-Solving

The most successful individuals and organizations are those who take a proactive approach to problem-solving. Proactive problem-solving involves identifying potential problems before they occur and taking action to prevent them from becoming an issue. This approach minimizes the risk of facing unexpected challenges that can cause an array of consequences, including financial loss, missed opportunities, reputational damage, and emotional stress. With proactive problem-solving, you can avoid these downsides and ensure smooth operations, happier stakeholders, and greater chances for success.

One of the key benefits of proactive problem-solving is that it allows you to stay ahead of the competition. By identifying potential issues before they arise, you can take steps to address them and maintain a competitive edge. This can be especially important in industries that are constantly evolving, where being able to adapt quickly can make all the difference.

Another advantage of proactive problem-solving is that it can help you build stronger relationships with your stakeholders. By demonstrating that you are proactive and committed to addressing potential issues, you can build trust and confidence with your customers, employees, and partners. This can lead to increased loyalty, better collaboration, and a more positive reputation overall.

Identifying Potential Problems in Advance

To adopt a proactive problem-solving approach, you must first identify the potential problems that could occur. Conduct a systematic review of your personal or professional life and consider the future. You can also study your past experiences to recognize trends and recurring issues. This foresight will provide you with the knowledge to recognize potential problems and take action to prevent or mitigate them.

One effective way to identify potential problems is to seek feedback from others. Ask for input from colleagues, friends, or family members who have experience in the area you are concerned about. They may be able to provide valuable insights and perspectives that you had not considered before.

Another approach is to conduct research and gather information about similar situations or industries. This can help you anticipate potential challenges and prepare accordingly. By staying informed and up-to-date, you can stay ahead of potential problems and be better equipped to handle them if they do arise.

Analyzing the Root Causes of Problems

When you have identified potential problems, you must analyze their root causes to understand the underlying reason for their occurrence. This involves conducting a rigorous analysis of the problem, including researching and tracking data, conducting team discussions, and brainstorming sessions. This analysis will enable you to develop a comprehensive understanding of the problem, enabling you to develop effective solutions.

It is important to note that analyzing the root causes of problems is not a one-time event. As you implement solutions, it is important to monitor their effectiveness and track any new issues that may arise. This ongoing analysis will help you to identify any underlying issues that may be contributing to the problem, allowing you to make necessary adjustments and improvements to your solutions.

Implementing Preventative Measures to Avoid Future Problems

Once you have identified potential problems and analyzed their root causes, the next step is to implement preventative measures to avoid future issues. This can include adopting new policies and procedures, improving training and education programs, providing resources and tools to team members, and implementing new technologies. By implementing preventative measures, you can create a safer and more efficient environment for your personal or professional life.

One important aspect of implementing preventative measures is to regularly review and update them. As new technologies and best practices emerge, it is important to ensure that your preventative measures are still effective and relevant. This can involve conducting regular risk assessments and seeking feedback from team members and stakeholders.

Another key factor in implementing preventative measures is to foster a culture of safety and accountability. This involves encouraging team members to report potential issues and providing them with the support and resources they need to do so. It also involves holding individuals and teams accountable for following policies and procedures, and addressing any issues that arise in a timely and effective manner.

Creating a Culture of Proactivity in Your Organization

If you are a leader in an organization, it is essential to create a culture of proactivity in your team. Encourage your team members to adopt a proactive approach to problem-solving by rewarding innovation and taking calculated risks. Emphasize the importance of early detection, root cause analysis, and pragmatic preventative measures. Create a continuous learning culture that encourages individuals to seek feedback and improve their performance continually.

One way to foster a culture of proactivity is to provide your team members with the necessary resources and tools to succeed. This includes access to training programs, mentorship opportunities, and the latest technology. By investing in your team's development, you are demonstrating your commitment to their success and encouraging them to take ownership of their work.

Another critical aspect of creating a proactive culture is to lead by example. As a leader, you must model the behavior you want to see in your team. This means taking initiative, being accountable for your actions, and demonstrating a willingness to learn and grow. By setting the tone for proactivity, you can inspire your team to follow suit and create a culture of continuous improvement.

Teaching Others to Think Proactively

You can also help others by teaching them to think proactively. Share your personal experiences with proactive problem-solving and how it has benefited you in your life. Encourage them to identify potential problems and analyze their root causes. Provide them with the tools and resources they need to implement preventative measures that can prevent problems from occurring in the first place.

Additionally, it is important to emphasize the importance of taking action and not just identifying potential problems. Encourage others to develop a plan of action and follow through with it. Help them to prioritize tasks and allocate resources effectively. By teaching others to think proactively and take action, you can empower them to become more effective problem-solvers and achieve their goals more efficiently.

Building Resilience to Handle Unexpected Challenges

Even with proactive problem-solving strategies in place, you may still face unexpected challenges. Therefore, it is essential to build resilience to handle these situations effectively. Resilience is about developing mental and emotional strength to overcome unexpected challenges and bounce back from setbacks. This involves developing positive coping mechanisms, maintaining a healthy work-life balance, and having a support network in place.

One way to build resilience is to practice mindfulness and meditation. These practices can help you stay present in the moment and manage stress and anxiety. Additionally, regular exercise and a healthy diet can also contribute to building resilience by improving physical and mental health.

It is also important to remember that building resilience is an ongoing process. It requires consistent effort and a willingness to learn and grow from challenges. By developing resilience, you can not only handle unexpected challenges but also thrive in the face of adversity.

Communicating Effectively to Prevent Misunderstandings

Misunderstandings and communication problems can also cause significant issues in personal and professional life. Therefore, it is essential to communicate effectively to prevent these issues. This involves actively listening, clarifying instructions and expectations, expressing yourself clearly and respectfully, and providing feedback effectively. Effective communication can help prevent misunderstandings from escalating into more serious problems.

One important aspect of effective communication is being aware of cultural differences. Different cultures may have different communication styles and expectations, and being aware of these differences can help prevent misunderstandings. For example, in some cultures, direct communication may be preferred, while in others, indirect communication may be more common.

In addition, technology has changed the way we communicate, and it is important to be mindful of how we use it. While technology can make communication more efficient, it can also lead to misunderstandings if not used appropriately. It is important to consider the context and audience when choosing the appropriate communication method, whether it be email, text, or face-to-face communication.

Developing a Problem-Solving Mindset for Long-Term Success

Finally, one of the most important strategies for proactive problem-solving is cultivating a problem-solving mindset. This mindset involves approaching problems with a positive attitude and a structured problem-solving approach. It involves being open-minded and embracing the challenge, rather than being overwhelmed by the problem. With a problem-solving mindset, you can identify potential problems, analyze their root causes, and implement effective solutions that lead to success.

One way to cultivate a problem-solving mindset is to practice mindfulness and meditation. These practices can help you develop a sense of calm and clarity, which can be useful when facing difficult problems. Additionally, practicing mindfulness can help you become more aware of your own thought patterns and biases, which can help you approach problems with a more open and objective mindset.

Another important aspect of developing a problem-solving mindset is to embrace failure as a learning opportunity. Rather than being discouraged by setbacks, view them as opportunities to learn and grow. Analyze what went wrong, identify areas for improvement, and use that knowledge to approach future problems with greater confidence and effectiveness.

Using Data and Analytics to Anticipate Problems

Data and analytics are valuable tools that can help you anticipate problems in advance. By analyzing historical data and identifying trends, you can proactively predict potential problems and take action to prevent them from occurring. This approach enables you to stay ahead of the curve and implement preventative measures before problems arise.

One of the key benefits of using data and analytics to anticipate problems is that it allows you to optimize your resources. By identifying potential issues before they occur, you can allocate your resources more efficiently and effectively. This can help you save time, money, and other valuable resources.

Another advantage of using data and analytics is that it can help you improve your decision-making process. By analyzing data and identifying patterns, you can make more informed decisions that are based on facts and evidence. This can help you avoid making decisions based on assumptions or guesswork, which can lead to costly mistakes.

Incorporating Technology for Proactive Problem-Solving Solutions

Incorporating technology into your proactive problem-solving can provide you with innovative and effective solutions. You can use various software programs to help you detect problems early, analyze root causes, and implement preventative measures. Using technology allows you to automate tasks, save time, and reduce the risk of human error.

One of the most significant benefits of incorporating technology into your proactive problem-solving is the ability to collect and analyze data. With the help of data analytics tools, you can gather and analyze large amounts of data to identify patterns and trends that may be contributing to the problem. This information can help you make informed decisions and implement effective solutions.

Another advantage of using technology for proactive problem-solving is the ability to collaborate with team members and stakeholders. With the help of collaboration tools, you can share information, ideas, and solutions with others in real-time. This can help you gain valuable insights and perspectives that you may not have considered otherwise.

The Benefits of Proactive Problem-Solving in Personal Life and Work

Proactive problem-solving provides numerous benefits, including increased efficiency, higher productivity, better quality of life, and reduced stress. When you adopt a proactive problem-solving approach, you can avoid unnecessary problems, minimize risks, and make better-informed decisions. In personal life, proactive problem-solving can lead to better relationships, improved health, and overall happiness. In the workplace, proactive problem-solving can lead to increased profitability, higher customer satisfaction, and improved team morale.

Moreover, proactive problem-solving can also enhance your problem-solving skills and creativity. By taking a proactive approach, you are forced to think outside the box and come up with innovative solutions to problems. This can lead to personal and professional growth, as well as increased confidence in your abilities. Additionally, proactive problem-solving can help you develop a sense of control over your life and work, as you are actively taking steps to prevent and solve problems before they arise. Overall, adopting a proactive problem-solving approach can have a significant positive impact on both your personal and professional life.

Best Practices for Successful Proactive Problem-Solving

Successful proactive problem-solving involves adopting best practices that have been proven to be effective. These include involving team members in problem-solving, encouraging innovative solutions, continuously learning, maintaining a positive attitude, and being flexible to change. Incorporating these best practices into your proactive problem-solving strategies can help you achieve success.

Another important best practice for successful proactive problem-solving is to establish clear communication channels. This means ensuring that everyone involved in the problem-solving process is aware of the issue at hand, the goals and objectives, and the steps being taken to address the problem. Clear communication can help to avoid misunderstandings and ensure that everyone is working towards the same goal.

It is also important to regularly evaluate and assess your proactive problem-solving strategies. This can help you identify areas for improvement and make necessary adjustments to your approach. By regularly reviewing your strategies, you can ensure that you are staying up-to-date with the latest best practices and techniques, and that you are continuously improving your problem-solving skills.

Measuring the Success of Your Proactive Strategies

Finally, it is essential to measure the success of your proactive problem-solving strategies. You can gather feedback from team members, study data and metrics, and track progress to evaluate the effectiveness of your approach. This information can then be used to fine-tune your strategies, identify areas for improvement, and ultimately achieve even greater success.

In conclusion, adopting a proactive problem-solving approach in your personal and professional life is a critical component of success. With the strategies discussed in this article, you can identify potential problems, analyze their root causes, and implement effective preventative measures to avoid them. By doing so, you can enjoy the benefits of a safer, more efficient, and happier life.

One important aspect of measuring the success of your proactive strategies is to set clear goals and objectives. This will help you to determine whether your strategies are achieving the desired outcomes. For example, if your goal is to reduce the number of customer complaints, you can track the number of complaints before and after implementing your proactive measures. By setting measurable goals, you can also motivate your team and celebrate successes along the way.

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Self-Esteem

It’s ok you can’t solve every problem, trying to “fix" everything can leave you feeling like a failure..

Updated May 10, 2024 | Reviewed by Ray Parker

• What Is Self-Esteem?
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• Your intrinsic value is more than what you can do for other people.

You are still worthwhile and can be successful, even if you don’t have all the solutions.

• Consider which decision will make you feel you’ve stayed true to your values.

In coaching others, I often discuss problem-solving strategies to help individuals think creatively and consider many options when they are faced with challenging situations.

Problem solving 1-2 includes the following:

• Define the problem, identify obstacles, and set realistic goals .
• Generate a variety of alternative solutions to overcome obstacles identified.
• Choose which idea has the highest likelihood to achieve the goal.
• Try out the solution in real-life and see if it worked or not.

Problem-solving strategies can be helpful in many situations. Thinking creatively and testing out different potential solutions can help you come up with alternative ways of solving your problems.

While many problems can be solved, there are also situations in which there is no “perfect” solution or in which what seems to be the best solution still leaves you feeling unsatisfied or like you’re not doing enough.

I encourage you to increase your comfort around the following three truths:

1. You can’t always solve everyone else’s problems.

2. You can’t always solve all of your own problems.

3. You are not a failure if you can’t solve every problem.

You can’t always solve everyone else’s problems.

When someone around you needs help, do you feel compelled to find solutions to their problem?

Are you seen as the problem solver at your job or in your close relationships?

Does it feel uncomfortable for you to listen to someone tell you about a problem and not offer solutions?

There are times when others come to you because they know you can help them solve a problem. There are also times when the other person is coming to you not for a solution to their problem, but for support, empathy, and a listening ear.

Your relationships may be negatively impacted if others feel that you don’t fully listen and only try to “fix” everything for them. While this may feel like a noble act, it may lead the other person to feel like they have failed or that you think they are unable to solve their own problems.

Consider approaching such situations with curiosity by saying to the other person:

• As you share this information with me, tell me how I can best support you.
• What would be most helpful right now? Are you looking for an empathetic ear or want to brainstorm potential next steps?
• I want to be sure I am as helpful as I can be right now; what are you hoping to get out of our conversation?

You can’t always solve all of your own problems.

We are taught from a young age that problems have a solution. For example, while solving word problems in math class may not have been your favorite thing to do, you knew there was ultimately a “right” answer. Many times, the real world is much more complex, and many of the problems that you face do not have clear or “right” answers.

You may often be faced with finding solutions that do the most good for the most amount of people, but you know that others may still be left out or feel unsatisfied with the result.

Your beliefs about yourself, other people, and the world can sometimes help you make decisions in such circumstances. You may ask for help from others. Some may consider their faith or spirituality for guidance. While others may consider philosophical theories.

Knowing that there often isn’t a “perfect” solution, you may consider asking yourself some of the following questions:

• What’s the healthiest decision I can make? The healthiest decision for yourself and for those who will be impacted.
• Imagine yourself 10 years in the future, looking back on the situation: What do you think the future-you would encourage you to do?
• What would a wise person do?
• What decision will allow you to feel like you’ve stayed true to your values?

You are not a failure if you can’t solve all of the problems.

If you have internalized feeling like you need to be able to solve every problem that comes across your path, you may feel like a failure each time you don’t.

It’s impossible to solve every problem.

Your intrinsic value is more than what you can do for other people. You have value because you are you.

Consider creating more realistic and adaptive thoughts around your ability to help others and solve problems.

Some examples include:

• I am capable, even without solving all of the problems.
• I am worthwhile, even if I’m not perfect.
• What I do for others does not define my worth.
• In living my values, I know I’ve done my best.

I hope you utilize the information above to consider how you can coach yourself the next time you:

• Start to solve someone else’s problem without being asked.
• Feel stuck in deciding the best next steps.
• Judge yourself negatively.

1. D'zurilla, T. J., & Goldfried, M. R. (1971). Problem solving and behavior modification. Journal of abnormal psychology, 78(1), 107.

2. D’Zurilla, T. J., & Nezu, A. M. (2010). Problem-solving therapy. Handbook of cognitive-behavioral therapies, 3(1), 197-225.

Julie Radico, Psy.D. ABPP, is a board-certified clinical psychologist and coauthor of You Will Get Through This: A Mental Health First-Aid Kit.

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Rehoming wild horses won't solve the brumby problem, but it transforms lives for horses and owners

At 14, Ruby Wild would rather demonstrate her connection with horses than explain it.

Whether she's prompting the more than 500-kilogram animal to lie down or waiting for the mare to be still enough to stand on her back, the bond between the teenager and her horses is undeniable.

"If you don't have a strong connection, it's hard to do anything," Ruby said.

But her herd of four aren't regular domestic horses, they were once wild brumbies.

"We grew up together because she was only little. She was only two when we got her," she said.

Her mum Kylie Wild said, while Ruby was supervised, her young daughter had a natural intuition with horses.

"Ruby and Gidget built this connection together and it never really crossed my mind that she was a wild brumby," Ms Wild said.

Ruby's love of brumbies is one she shares with her cousin, 17-year-old Brooke Wild.

"Brumbies, they're definitely underestimated, that's for sure," Brooke said.

"Brumbies are just so, so versatile, anything you put them to: jumps, cattle, whatever. They'll just pick it up like that and they just learn so quickly."

Where did brumbies come from?

Horses came to Australia on the First Fleet in 1788. Escaped animals become the country's first brumbies.

Over time, other domestic breeds have gone feral and now descendants of thoroughbreds, stock, quarter and heavy horses can be found in the wild.

It is estimated there are more than 400,000 brumbies in Australia and when concentrated in high numbers, their hard hooves pose a risk to the environment and native species.

Horse trainer Anna Uhrig runs a brumby rehoming camp in south-east Queensland, using horses trapped in local forests and from central Queensland.

"We can't solve the brumby problem but we're doing what we can," Ms Uhrig said.

"It's a very small part of the puzzle: the amount of horses we rehome. It's not thousands but I think the work adds quality of life to those horses."

Ecologist Dave Berman has been managing brumby populations for 40 years across the country.

For most of the past decade, he has managed the brumby herds of Tuan and Toolara state forests, which consist of pine plantations and native species north of Noosa.

The growing population has brought wild horses close to roads, putting drivers at risk.

"We catch them and find homes for them to reduce the risk of collisions between horses and people," Dr Berman said.

"Usually it's the horses that get killed, but eventually, you know, there will be people killed.

"Originally in about 2009 there were about four horses killed per year, we removed all the horses regularly crossing the road and then there were no collisions, so we showed that worked."

What's a brumby rehoming camp?

Ms Uhrig's 10-day intensive camp attracts participants from all over the country to choose, train and adopt a brumby.

"Yarding, drafting and then coming to these yards is totally new for the brumbies so it can be quite scary for them," Ms Uhrig said.

In less than two weeks, some of the horses go from not letting a human within 100 metres to being ridden.

"I just love seeing the transformation and I love giving people the opportunity to learn those skills," Ms Uhrig said.

"I could break in a brumby continuously and I still wouldn't be able to rehome as many as we can through the camps."

Melissa Teunis's brumby Valour will join her herd of domestic horses used for equine therapy.

"I've loved horses forever and I just wanted the opportunity to start [training] my own [horse]," she said. 

"It's the perfect place to come. Anna is amazing and just knows the process and talks and walks you through every step."

But Ms Uhrig said rehoming brumbies wouldn't work everywhere.

"In terms of the whole management debate, it's not a closed book. We don't have the answers necessarily," Ms Uhrig said.

"There's been some research done in some targeted areas and we think we have the answers and we can apply those but generally it's a nationwide issue and the management implications are different in each area."

How are the horses trapped?

Dr Berman said   the trapping process was slow and targeted brumbies who grazed near or regularly crossed roads.

"We use electric fences and we build a really large electric fence area that can be up to 4 kilometres long," he said.

"We'll build that around the horses and gradually make it smaller and then get them into a laneway and then into hessian panels, and then into panel yards."

He said patience and a respect for the animals were required.

"If you put too much pressure on, they go. They'll go through the fence anyway," he said.

Giving the horses a second chance can take weeks and sometimes months.

It's an emotional process for Dr Berman who creates a strong connection with the brumbies during the process.

"They're wonderful animals," he said.

A national problem

Brumby management differs across the country.

Dr Berman said rehoming was becoming more common, but wasn't the solution alone.

"In a lot of other parts of Australia where populations are getting too much, horses can be shot from the air or the ground," he said.

In New South Wales's largest national park, Kosciuszko, the government is culling horses in the hundreds . 

In 2022, the NSW government estimated about 18,000 horses lived in the park, with a population range between 14,501 and 23,535 horses .

Under the state government management plan, more than 15,000 brumbies could be killed or rehomed to reduce the population to 3,000 by mid-2027, to the despair of some of the locals.

Meanwhile, a Kosciuszko brumby rehoming program has been suspended  after hundreds of horse carcasses were found on a property near Wagga Wagga .

Further north in NSW, the officers from the Local Land Services have a different approach, working with landholders and rescue groups to trap and rehome wild horses near Grafton.

"It's not just about safety for people. It's the safety of the horses as a number of them have been hit on the road," senior biosecurity officer Tiffany Felton said.

"But it's not just that, they're a hard-hoofed animals so they do, and especially in these dry times, start affecting the waterways and in environmentally sensitive areas."

In the past three years more than 130 have been captured and rehomed under the state government's Biosecurity Act.

"Previously, there have been probably far harsher approaches to wild horse management, and that's not what the community wanted," said Louise Orr of North Coast Local Land Services.

Untapped potential

After just seven days at brumby camp, some of the horses are almost unrecognisable for participants, including Melissa Teunis.

"It's amazing to think that when we got here last Friday, he'd never been touched," Ms Teunis said.

"It shows you how resilient they are and just how willing — oh this will make me cry — how willing they are to try for us and, and give us all that they have."

Lilly Anderson, 14, could put a saddle on her horse Rain by day four of the course and three days later, she was able to ride the animal.

"Like, for me, that's incredible. That's like just gone so quickly. But she's also so just amazing," Lilly said.

The camp is the first stage of the horses transitioning to domestic life with more time and effort required after they leave.

"Once you give them a chance, they'll do anything for you," Lilly said. 

"She's just so smart to catch on and she'll do anything for lucerne as well. Loves a bit of food."

Past participants of the camp said the biggest challenge with rehoming a brumby was fighting off the temptation to buy another.

"It's been hard but it gets better. The highs are really high," Ava Cloherty said.

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16 Types of Customer Needs (and How to Solve for Them)

Published: March 24, 2023

Companies want to stay relevant and innovative and often look at other successful companies, hot industry trends, or new shiny products for inspiration.

However, a vital component to growth is at every business's fingertips — it's customers. Honing in on customer needs can improve the longevity and progress of your business. Happy customers result in higher retention rates, lifetime value, and brand reach as they spread the word in their social circles.

The first step toward creating the types of customer experiences that result in happy customers is by understanding and meeting customer needs.

In this article, you'll learn:

• The Definition of Customer Needs
• The Types of Customer Needs

How to Identify Customer Needs

• What a Customer Needs Analysis Is
• How to Solve for Your Customers' Needs

Types of Customer Service

What are customer needs.

A customer need is a motive that prompts a customer to buy a product or service. Ultimately, the need is the driver of the customer's purchase decision. Companies often look at the customer need as an opportunity to resolve or contribute surplus value back to the original motive.

An example of customer need takes place every day around 12:00 p.m. This is when people begin to experience hunger (need) and decide to purchase lunch. The type of food, the location of the restaurant, and the amount of time the service will take are all factors to how individuals decide to satisfy the need.

Customer-centric companies know that solving for customer needs and exceeding expectations along the way is how to drive healthy business growth and foster good relationships with the people your company serves.

Although customer centricity is not a new concept, the right steps to achieve a customer service focus are still hazy.

Why are customer needs important?

Anticipating customer needs will help you cater to customers before they feel the need to put in a request for a new feature, product, or solution for you. If companies can begin to make changes before their customers' needs aren't fulfilled, this can ultimately lead to growth, innovation, and retention.

Creating a customer-centric company that truly listens to customer needs can be daunting, and there's a steep learning curve if you haven't paid close attention to customers before.

Below are the most common types of customer needs — most of which work in tandem with one another to drive a purchasing decision.

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Fill out the form to better understand your customer needs., 16 most common types of customer needs.

The types of product needs can be split into two categories: product and service.

Product Needs

1. functionality.

Customers need your product or service to function the way they need in order to solve their problem or desire.

Customers have unique budgets with which they can purchase a product or service.

3. Convenience

Your product or service needs to be a convenient solution to the function your customers are trying to meet.

4. Experience

The experience using your product or service needs to be easy — or at least clear — so as not to create more work for your customers.

Along the lines of experience, the product or service needs a slick design to make it relatively easy and intuitive to use.

6. Reliability

The product or service needs to reliably function as advertised every time the customer wants to use it.

7. Performance

The product or service needs to perform correctly so the customer can achieve their goals.

8. Efficiency

The product or service needs to be efficient for the customer by streamlining an otherwise time-consuming process.

9. Compatibility

The product or service needs to be compatible with other products your customer is already using.

Service Needs

10. empathy.

When your customers get in touch with customer service, they want empathy and understanding from the people assisting them.

11. Fairness

From pricing to terms of service to contract length, customers expect fairness from a company.

12. Transparency

Customers expect transparency from a company they're doing business with. Service outages, pricing changes, and things breaking happen, and customers deserve openness from the businesses they give money to.

13. Control

Customers need to feel like they're in control of the business interaction from start to finish and beyond, and customer empowerment shouldn't end with the sale. Make it easy for them to return products, change subscriptions, adjust terms, etc.

14. Options

Customers need options when they're getting ready to make a purchase from a company. Offer a variety of product, subscription, and payment options to provide that freedom of choice.

15. Information

Customers need information, from the moment they start interacting with your brand to days and months after making a purchase. Businesses should invest in educational blog content, instructional knowledge base content, and regular communication so customers have the information they need to successfully use a product or service.

16. Accessibility

Customers need to be able to access your service and support teams. This means providing multiple channels for customer service. We'll talk a little more about these options later.

With so many types of customer needs, how do you understand which ones apply to your customers specifically? Next, we'll dig into how to identify them.

• Use Existing Data
• Solicit Customer Feedback
• Customer Journey Mapping
• Input from Service Team
• Study Competitors
• Social Media Listening
• Keyword Research

"You've got to start with the customer experience and work backwards to the technology," Steve Jobs notably stated . "You cannot start with the technology and try to figure out where you are going to sell it."

Whether you sell technology or some other product or service, the underlying message he's saying here rings true.

This means understanding where they're coming from when they've chosen to make a purchase, what expectations they're bringing to the table, and what bumps they'll encounter along the way.

Identifying Customer Needs

You can gain more knowledge about what your customers want using a few different strategies.

1. Use Existing Data

Most likely you have some customer data already, especially if you’re using a CRM. This is the best place to start your search. Are there pain points or issues you can glean from just looking at this customer data? Are there any patterns you can identify? Taking note of who your current customers are and their past interactions with your brand to get a better idea of where customers are coming from and if you’re meeting their needs.

2. Solicit Customer Feedback

When trying to identify consumer needs, go straight to the source. This can be done using surveys that live on your site, or sent via email. Additionally you could conduct focus groups to gain more in depth insight to customer needs and their overall experience with your product or service.

3. Customer Journey Mapping

To better understand and assist customers, you’ll need to first know what phase of the customer journey they are in and what they’re looking for. This is where customer journey mapping can help, giving a visual representation of how customers interact with your brand. This exercise will help you create a more proactive customer service approach and improve retention.

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4. Input from Service Team

In addition to getting customer feedback, it’s important to consult those who work with them most — your service team. They’ll often have insights you may not be privy to and can help you anticipate the needs of your customers as well as solve existing issues. They’ll also be able to explain how customers are currently using your product or service and can identify any hiccups in the process.

5. Study Competitors

It’s common to study competitors when conducting market research, but you should also consider them when identifying customer needs. There might be overlap in your target audience, meaning your brand could benefit from reviewing any issues competitors are experiencing and gain insight on how they went about fixing it. You might find that some of their strategies would be worth implementing at your company, or discover gaps in service that your company can fill.

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6. Use Social Media

Chances are, your customers use a variety of social media platforms in their day to day. Take advantage of that by using it as a way to listen in on what customers are saying about your products and your competitors. Are people asking questions under your posts? What sorts of comments are they making? Are they giving praise, asking for assistance, or do they want new features? Using a social media monitoring tool like Hootsuite will help you identify trends, mentions, and hashtags relevant to your brand to better inform your strategy.

7. Keyword Research

People turn to the internet for most things, so Google is an excellent resource for figuring out customer needs. How are customers finding your brand online and what are they typing into the search box to find it? Doing keyword research can give you a broad overview of what your customers need based on search data. Keyword research will also help you optimize your site for search engines by aligning the content of your site with what customers are searching for.

If you design your process with these things in mind, you'll be able to uncover consumer needs at any stage of their lifecycle. You can take a deeper dive into their needs by conducting a customer needs analysis.

What is a customer needs analysis?

A customer needs analysis is used in product development and branding to provide an in-depth analysis of the customer to ensure that the product or message offers the benefits, attributes, and features needed to provide the customer with value.

To conduct a customer needs analysis successfully, you need to do the following:

1. Customer Needs Analysis Survey

The customer needs analysis is typically conducted by running surveys that help companies figure out their position in their respective competitive markets and how they stack up in terms of meeting their target customers' needs.

The survey should primarily ask questions about your brand and competitors, as well as customers' product awareness and brand attitudes in general.

Questions can include:

• Questions about positive and negative word associations with your brand
• Questions asking customers to group your brand in with similar and/or competing brands
• Questions comparing and sorting brands according to their preferences for usage

You can learn more about which questions to ask in this survey in our guide and this guide from dummies.

2. Means-End Analysis

Once you've conducted the customer needs analysis survey, you can use the answers to get a fuller picture of the reasons why your customers purchase from you, and what makes your product or service stand apart from your competitors.

A means-end analysis analyzes those answers to determine the primary reasons why a customer would buy your product. Those buyer reasons can be divided into three main groups:

1. Features: A customer buys a product or service because of the features included in the purchase. If the customer were buying a computer, for example, they might buy it because it's smaller and more lightweight than other options.

2. Benefits: A customer buys a product or service because of a benefit, real or perceived, they believe it will offer them. The customer might also buy the computer because it syncs easily with their other devices wirelessly.

3. Values: A customer buys a product or service for unique, individual values, real or perceived, they believe it will help them fulfill. The customer might think the computer will help them to be more creative or artistic and unlock other personal or professional artistic opportunities.

As you might imagine, these reasons for purchasing something can vary from customer to customer, so it's important to conduct these customer surveys, collect the answers, and group them into these three categories. From there, you can identify which of those motivating factors you're solving for, and which you can improve on to make your product or service even more competitive in the market.

3. Customer Feedback

If you want to know what your customers think about the experience of working with your company, ask them. Interviewing your customers and members of your service team can contribute to a customer needs analysis and improvements to your customer lifecycle .

As you gather data from your customer needs analysis, it's important to identify the points of friction that your customers experience and the moments in their journey that provide unexpected delight.

• What can your company change?
• What are the elements that you can build from?
• What parts of the experience needs to be worked on?

Asking these questions can lead you to valuable insights as you work to solve for your customers.

How to Solve for Customer Needs

The first step to solving for your customers is to put yourself in their shoes: If you were the customer when we purchase your goods, use your technology, or sign up for your services, what would prevent you from achieving ultimate value?

Your customer needs analysis is a good starting point for getting in the mind of your customer, especially when it comes to identifying common pain points. From there, you can build a proactive plan to implement your customer-first values throughout the customer lifecycle. Here are some tips for doing so:

1. Offer consistent company-wide messaging.

Too often customers get caught up in the "he said, she said" game of being told a product can do one thing from sales and another from support and product. Ultimately, customers become confused and are left with the perception that the company is disorganized.

Consistent internal communications across all departments is one of the best steps toward a customer-focused mindset. If the entire company understands its goals, values, product, and service capabilities, then the messages will easily translate to meet the customers’ needs.

To get everyone on the same page, organize sales and customer service meetings, send out new product emails, provide robust new employee onboarding, and require quarterly training and seminars or staff-hosted webinars to share important projects.

2. Provide instructions for easy adoption.

Customers purchase a product because they believe it will meet their needs and solve their problem. However, adoption setup stages are not always clear. If best practices aren't specified at the start and they don't see value right away, it's an uphill battle to gain back their trust and undo bad habits.

A well-thought-out post-purchase strategy will enable your products or services to be usable and useful.

One way companies gain their customers' attention is providing in-product and email walkthroughs and instructions as soon as the customer receives a payment confirmation. This limits the confusion, technical questions, and distractions from the immediate post-purchase euphoria.

A customer education guide or knowledge base is essential to deliver proper customer adoption and avoid the ‘floundering effect' when customers are stuck. Other companies provide new customer onboarding services, host live demos and webinars and include events and promotions in their email signatures .

3. Build feedback loops into every stage of the process.

Lean into customer complaints and suggestions, and it will change the way you operate your business. Criticism often has negative connotations. However, if you flip problems to opportunities you can easily improve your business to fit the customer's needs.

Just as you solicited customer feedback in your needs analysis, you can keep a pulse on how your customers feel at scale with customer satisfaction scores , customer surveys , exploration customer interviews, social media polls, or personal customer feedback emails.

If you're able to incorporate this into a repeatable process, you'll never be in the dark about the state of the customer experience in your organization, and you'll be enabled to continue improving it.

Take customer suggestions seriously and act on those recommendations to improve design, product, and system glitches. Most customer support success metrics are paramount to the customer experience and this mentality should trickle down to every aspect of the organization.

4. Nurture customer relationships.

When a customer buys a product or service, they want to use it right away and fulfill their immediate need. Whether they are delighted within the first hour, week, or a month, it's important to constantly think about their future needs.

Proactive relationship-building is essential to prevent customers from losing their post-purchase excitement and ultimately churning. If customers stop hearing from you and you don't hear from them this can be a bad sign that they are about to churn .

Companies solve for customer relationships with a combination of customer service structure and communication strategies. Solve for the long-term customer need and create a customer service team dedicated to check-ins and customer retention , show appreciation with rewards and gifts to loyal customers, host local events, highlight employees that go above and beyond and communicate product updates and new features.

5. Solve for the right customer needs.

Excluding customers from your cohort of business can seem counterintuitive to solve for your customers' needs. However, understanding whose needs you can fulfill and whose you cannot is a major step toward solving the right problems. All customers' needs can't be treated equally and a company must recognize which problems they can solve and ones that aren't aligned with their vision.

To find the right customer priorities, create buyer personas and uncover consumer trends, look at customer's long-term retention patterns, establish a clear company vision, provide premier customer service to valuable customers and communicate with your ideal customer in their preferred social media space to capture questions, comments, and suggestions.

Successful startups, brick-and-mortar shops, and Fortune 500 companies solve and prioritize customer needs to stay ahead and establish industry trends.

6. Provide great customer service.

If a problem arises, your customers want to get it resolved and feel heard in the process. This starts with being able to meet their needs with empathy, but along the way, the process for obtaining support should be easy and on a channel that's convenient for them.

Some customer needs are time-sensitive and require immediate interaction via phone or chat. Others are less critical and can be resolved at a more casual pace. Let's break down the types of customer service and how each optimizes your team's ability to fulfill customer needs.

• Social Media
• Call Back Service
• Customer Self-Service
• Interactive Virtual Assistant
• Integrated Customer Service

Email is one of the most fundamental forms of customer service. It allows customers to fully describe their problems, and it automatically records the conversation into a resourceful thread. Customers only have to explain their issue once, while reps can reference important case details without having to request additional information.

Email is best used with customer needs that don't need to be resolved right away. Customers can ask their question, go back to work, and return to the case once the service rep has found a solution. Unlike phones or chat, they don't have to wait idly while a rep finds them an answer.

One limitation of email is the potential lack of clarity. Some customers have trouble describing their problem, and some service reps struggle to explain solutions. This creates time-consuming roadblocks when the issue is overly complex. To be safe, use email for simple problems that require a brief explanation or solution.

When customers have problems that need to be answered immediately, phones are the best medium to use. Phones connect customers directly to reps and create a human interaction between the customer and the business. Both parties hear each other's tone and can gauge the severity of the situation. This human element is a major factor in creating delightful customer experiences.

Phones come in handy most when there's a frustrated or angry customer. These customers are most likely to churn and require your team to provide a personalized solution. Your team can use soft communication skills to appease the customer and prevent costly escalations. These responses appear more genuine on the phone because reps have less time to formulate an answer.

The most common flaw with phone support is the wait time. Strive for shorter wait times as 33% of customers are frustrated by being waiting on hold. Customers hate being put on hold, and it's a determining factor for customer churn .

Chat is one of the most flexible customer service channels. It can solve a high volume of simple problems or provide detailed support for complex ones. Businesses continue to adopt chat because of its versatility as well as the improvement in efficiency it provides for customer service reps.

When it comes to solving customer needs, chat can be used to solve almost any problem. Simple and common questions can be answered with chatbots that automate the customer service process. For more advanced roadblocks, reps can integrate customer service tools into their chat software to help them diagnose and resolve issues.

The limitations of chat are similar to those of email. However, since the interaction is live, any lack of clarity between the two parties can drastically impact troubleshooting. As a former chat rep, there were plenty of times where I struggled to get on the same page as my customer. Even though we resolved the issue, that miscommunication negatively impacted the customer's experience.

4. Social Media

Social media is a relatively new customer service channel. While it's been around for over a decade, businesses are now beginning to adopt it as a viable service option. That's because social media lets customers immediately report an issue. And since that report is public, customer service teams are more motivated to resolve the customer's problem.

Social media is an excellent channel for mass communication, which is particularly useful during a business crisis. When a crisis occurs, your customers' product and service needs become the primary concern of your organization. Social media is an effective tool for communicating with your customers in bulk. With a social media crisis management plan , your team can continue to fulfill customer needs during critical situations.

Social media is different from other types of customer service because it empowers the customer the most. Customers tend to have more urgent needs and expect instant responses from your accounts. While this type of service presents an enormous opportunity, it also places tremendous pressure on your reps to fulfill customer demand. Be sure your team is equipped with proper social media management tools before you offer routine support.

5. In Person

As the oldest form of customer service, you're probably familiar with working in person with customers. Brands who have brick-and-mortar stores must offer this service for customers living near their locations. This fulfills a convenience need as customers can purchase and return a product without having to ship it back to the company through an online service.

In-person customer service is great for businesses with strong service personnel. Without dedicated employees, your customer service team won't be able to fulfill your customers' product or service needs. Successful teams have reps who are determined to provide above-and-beyond customer service .

5. Call Back Service

Sometimes it's not about how quickly your business can provide a solution, but rather how efficient you can make the service experience. For example, say a customer has a simple question about pricing that should only take a few minutes to answer, but their expected wait time for phone service is over 15 minutes. Rather than making this customer spend more time on hold than actually speaking with a representative, you can offer a call back service where your team reaches out to the customer as soon as the next rep is available.

Another situation where this type of service comes in handy is with text-based mediums like email and live chat. In some cases, these channels aren't ideal for troubleshooting and can lead to friction if the case isn't transferred to another platform. Having a call back service available allows customers to schedule time to speak directly with reps, particularly when they feel like they aren't gaining progress on their case. Instead of having to create a completely new support ticket , call backs seamlessly transition the conversation to a more effective channel.

6. Customer Self-Service

Self-service teaches your customers how to solve problems independently from your support team. Rather than calling or emailing your business whenever they need assistance, customers can navigate to your knowledge base and access resources that help them troubleshoot issues on their own. Not only does this get customers faster solutions, but it also saves them from having to open a ticket with your team. This makes the experience feel much less like a formal support case and more like a quick roadblock that your customers can handle on their own.

Self-service is advantageous for your team's productivity as well. If more customers use your knowledge base, less will call or email your team for help. This will free your reps up more to focus on complex service cases that require a longer time commitment.

7. Interactive Virtual Assistant

Chatbots are no longer novelties that customer service teams use to show off their technological prowess. Now, they're integral pieces of support strategies as they act more like interactive virtual assistants than simple, question-and-answer bots. Today's chatbots are powered by innovative AI technology that interprets customer needs and can walk people through step-by-step solutions.

Image Source

The image above shows a perfect example of how useful today's virtual assistants can be. In this situation, the customer is learning how to use their new car — a product that typically offers a lot of unique features and an extensive operator's manual. To help new users navigate the car's basic features, this brand offers an augmented reality tour hosted by a virtual assistant. The user simply has to scroll their camera over different parts of the car and the chatbot will tell them everything they need to know.

Interactive features like this show that you're investing in more than just product development. You're thinking about how you'll support customers and what services you can adopt that will make their lives easier. Customers pay attention to this type of customer service and it can often be a reason why many will return to your business.

8. Integrated Customer Service

Integrated service can be described as all of the little things your brand does to remove pain points from the customer experience. Some of this is proactive, like sending customers an automated newsletter that informs them about major updates or announcements, and some of it is reactive, like pinging a customer success manager whenever someone submits negative feedback to your team.

Even though these pain points may seem small, they add up over time if left unchecked. The best way to remove most of these points of friction is to adopt automation as you grow your customer base. Automated customer service tools like ticketing systems, help desks, and workflows help your team keep pace with increasing customer demand. This technology lets you maintain that same level of personalized customer service even as more people reach out to your business for support.

There's no "best" type of customer service. Each medium complements the other and optimizes your overall performance when used together. This creates an omni-channel experience for your customers which will keep them coming back for more.

What do customers want from a typical customer service situation?

It’s important to note that customer service is reactive. That said, there are a few things to keep in mind to ensure you’re providing excellent customer service.

• Listen : While it’s normal to want to quickly get customers in and out of your service queue, it’s important to actually listen to what their issue is before giving them a solution. They may have a more nuanced issue that a boilerplate response can’t provide. There’s nothing more frustrating than providing customers with a canned response that doesn’t actually solve their issue. Automation is great, but just ensure that it is helping customers.
• Don’t Make Customers Repeat Information: No one wants to answer or submit the same questions repeatedly . Not only is it inconvenient, it shows the customer that no one is listening or paying attention. If you have a ticketing system, review the customer’s history or profile to get familiar with their situation before responding.
• Be Pleasant: Tone is much harder to convey over written communication and can unintentionally come across as cold. To convey some warmth you could introduce phrases like “I’d be happy to help with that,” or “Hope your day/week is going well.”
• Be Responsive : Not only do customers want their problem solved, but they prefer it’s resolved quickly. If you can’t solve their issue easily when they first contact you, set expectations around when it will be resolved (24hrs, 2 business days?) and keep them in the loop. Don’t ghost them.

What Customers Want

• Simple Solutions
• Personalization
• Transparency
• Accessibility

Each customer has their own unique needs, but there are a few that are universal.

1. Simple Solutions

While your product or service may run using a complex set of algorithms and procedures, customers don’t need to know that. They simply want a solution that resolves their issue with as little fuss as possible. Keep your messaging simple and focus on how your brand will solve the customer’s problem.

2. Personalization

Treat your customers like people and not numbers on a spreadsheet. Zendesk found that 54% of customers expect all experiences to be personalized. Use their name in communications and tailor your messaging to the buyer persona they most closely align with. Adding a personal touch when it comes to marketing lets customers know that their needs are at the forefront of your brand’s mission.

Does your product or service outperform the competition or provide a more cost effective solution for consumers? If so, drive that point home in your messaging. Explain how and why they should choose your product or service over others on the market. How will customers benefit when they choose your brand?

4. Transparency

One of the easiest ways to build trust with consumers is to be transparent. No one wants to feel duped by disingenuous, bait-and-switch advertising. Be honest about your product or service’s capabilities and pricing whenever possible.

5. Accessibility

While it is always encouraged to empower customers to help themselves with features like a knowledge base, getting extra assistance when they need it shouldn’t be difficult. Whether it’s phone, email, or chat support, it’s important to be responsive to consumer needs. At the beginning of this article we identified accessibility as one of the most common types of customer needs. If your team is unresponsive to their needs, customers will trade your brand in for a competitor that fills the gap.

Understanding Customer Needs and Expectations

One of the best things you can do is continue learning based on the types of issues that come up so that you can proactively address consumer needs and continue improving on the experience.

While the process requires quite a bit of legwork, the results will be instrumental in the success of your brand. Once you understand customer needs and expectations, you can work towards delighting them with your product.

Editor's note: This post was originally published in September 2020 and has been updated for comprehensiveness.

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

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

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

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

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

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

Here’s a similar pitch from SiftHub:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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