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What Is Problem Solving in Project Management? Here’s Everything You Need to Know

• Written by Contributing Writer
• Updated on August 4, 2023

In project management , problem-solving is a crucial and necessary skill. Whether you have failed to consider every possible factor impacting a project, a problem arises through no fault of your own, or conditions change that create issues, problems must be addressed promptly to keep projects on track.

In this article, we will define problem-solving and how it impacts projects, provide real-world examples of problem-solving, and give you a structured, step-by-step process to solve problems. We’ll also show you how earning a project management certification can help you gain practical experience in problem-solving methods.

What Is Problem-Solving?

Problem-solving is a process to identify roadblocks or defects that arise during a project. A structured system to define problems, identify root causes, brainstorm and test solutions, and monitor results can affect change to improve performance and overcome challenges.

Effective problem-solving enables teams to deal with uncertainties or gaps in planning to minimize the impact on outcomes.

The Importance of Problem-Solving in Project Management

During a project and operation, problems can arise at any time. You may find that your planning before launching a product, for example, did not consider all the factors that impact results. You may find that you were too optimistic about project timelines, performance, or workforce. Or, as many of us discovered over the past few years, supply chain disruption may make even the best project plans obsolete.

Regardless, your job is identifying, solving, and overcoming these problems. Project managers must be skilled in leading team members through a structured approach to resolving problems.

Proactive problem-solving requires careful consideration of all the variables in a project, including preparation to:

• Achieve project objectives
• Address obstacles before they arise
• Manage project risks and contingency plans
• Manage communication and collaboration
• Provide a framework for time and cost management
• Provide a pathway for continuous improvement

Also Read: 10 Tips on How to Increase Productivity in the Workplace

Problem-Solving Steps in Project Management

While the process you choose to solve problems may vary, here is a seven-step framework many project managers use. This problem-solving method combines primary and secondary problem-solving steps.

#1. Define the Problem

• Gather data and information from key stakeholders, team members, and project documentation. Include any relevant reporting or data analysis
• Itemized key details, such as a description of the problem, timelines, outcomes, and impact
• Frame the issue as a problem statement

A good example of a problem statement might be: An unexpected demand spike has exceeded our current production capacity. How can we still meet customer deadlines for delivery?

#2. Analyze Root Causes

• Break down issues into smaller components to diagnose bottlenecks or problems
• Identify the organizational, mechanical, environmental, or operational factors that contribute
• Distinguish between one-time issues vs. systematic, ongoing areas that need improvement

When analyzing root causes, it’s common to find multiple factors contributing to a problem. As such, it is essential to prioritize issues that have the most significant impact on outcomes.

#3. Brainstorm Potential Solutions

• Holding specific sessions focused on brainstorming ideas to resolve root causes
• Build on ideas or suggest combinations or iterations
• Categorize solutions by types, such as process or input changes, adding additional resources, outsourcing, etc.)

In brainstorming, you should refrain from immediately analyzing suggestions to keep ideas coming.

#4. Evaluate Potential Solutions

• Reframe the problem and concern for team members, providing a framework for evaluation such as cost, timing, and feasibility
• With ideas in hand, it is time to evaluate potential solutions. Project managers often employ strategies such as weighted scoring models to rank ideas.
• Consider the pros and cons in relation to project objectives

As you narrow the list, getting additional insight from subject matter experts to evaluate real-world viability is helpful. For example, if you are proposing a process change in operating a machine, get feedback from skilled operators before implementing changes.

#5. Decide on a Plan of Action

• Make a decision on which course of action you want to pursue and make sure the solution aligns with your organizational goals
• Create an action plan to implement the changes, including key milestones
• Assign project ownership, deadlines, resources, and budgets

Defining what outcomes you need to achieve to declare success is also essential. Are you looking for incremental change or significant improvements, and what timeline are you establishing for measurement?

#6. Implement the Action Plan

• Communicate the plan with key stakeholders
• Provide any training associated with the changes
• Allocate resources necessary for implementation

As part of the action plan, you will also want to detail the measures and monitoring you will put in place to assess process outcomes.

#7. Monitor and Track Results

• Track solution performance against the action plan and key milestones
• Solicit feedback from the project team on problem-solving effectiveness
• Ensure the solution resolves the root cause, creating the desired results without negatively impacting other areas of the operation

You should refine results or start the process over again to increase performance. For example, you may address the root cause but find a need for secondary problem-solving in project management, focusing on other factors.

These problem-solving steps are used repeatedly in lean management and Six Sigma strategies for continuous improvement.

Also Read: 5 Project Management Steps You Need to Know

How Project Management Tools Can Help You in Problem-Solving

Project management software can guide teams through problem-solving, acting as a central repository to provide visibility into the stages of a project.

The best project management software will include the following:

• Issue tracking to capture problems as they arise
• Chat and real-time collaboration for discussion and brainstorming
• Templates for analysis, such as fishbone diagrams
• Action plans, assigning tasks, ownership, and accountability
• Dashboards for updates to monitor solutions
• Reporting on open issues, mitigation, and resolution

Examples of Problem-Solving

Here are some examples of the problem-solving process demonstrating how team members can work through the process to achieve results.

Sign-ups for a New Software Solution Were Well Below First-Month Targets

After analyzing the data, a project team identifies the root cause as inefficient onboarding and account configurations. They then brainstorm solutions. Ideas include re-architecting the software, simplifying onboarding steps, improving the initial training and onboarding process, or applying additional resources to guide customers through the configuration process.

After weighing alternatives, the company invests in streamlining onboarding and developing software to automate configuration.

A Project Was at Risk of Missing a Hard Deadline Due to Supplier Delays

In this case, you already know the root cause: Your supplier cannot deliver the necessary components to complete the project on time. Brainstorming solutions include finding alternative sources for components, considering project redesigns to use different (available) components, negotiating price reductions with customers due to late delivery, or adjusting the scope to complete projects without this component.

After evaluating potential solutions, the project manager might negotiate rush delivery with the original vendor. While this might be more expensive, it enables the business to meet customer deadlines. At the same time, project schedules might be adjusted to account for later-than-expected part delivery.

A Construction Project Is Falling Behind Due to Inclement Weather

Despite months of planning, a major construction project has fallen behind schedule due to bad weather, preventing concrete and masonry work. The problem-solving team brainstorms the problem and evaluates solutions, such as constructing temporary protection from the elements, heating concrete to accelerate curing, and bringing on additional crews once the weather clears.

The project team might decide to focus on tasks not impacted by weather earlier in the process than expected to postpone exterior work until the weather clears.

Also Read: Understanding KPIs in Project Management

Improve Your Problem-Solving and Project Management Skills

This project management course delivered by Simpliearn, in collaboration wiht the University of Massachusetts, can boost your career journey as a project manager. This 24-week online bootcamp aligns with Project Management Institute (PMI) practices, the Project Management Professional (PMP®) certification, and IASSC-Lean Six Sigma.

This program teaches skills such as:

• Agile management
• Customer experience design
• Design thinking
• Digital transformation
• Lean Six Sigma Green Belt

You might also like to read:

5 Essential Project Management Steps You Need to Know

Project Management Frameworks and Methodologies Explained

13 Key Project Management Principles and How to Use Them

Project Management Phases: A Full Breakdown

How To Develop a Great Project Management Plan in 2023

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Problem Solving Techniques for Project Managers

Learn which problem solving techniques and strategies can help you effectively handle the challenges you face in your projects.

Problem Solving Techniques: A 5-Step Approach

Some problems are small and can be resolved quickly. Other problems are large and may require significant time and effort to solve. These larger problems are often tackled by turning them into formal projects.

"A project is a problem scheduled for solution."

- Joseph M. Juran

Problem Solving is one of the Tools & Techniques used for Managing Quality and Controlling Resources.

Modules 8 and 9 of the PM PrepCast cover Project Quality Management and Project Resource Management.

Consider this study program if you're preparing to take your CAPM or PMP Certification exam.

Disclosure:   I may receive a commission if you purchase the PM PrepCast with this link.

Whether the problem you are focusing on is small or large, using a systematic approach for solving it will help you be a more effective project manager.

This approach defines five problem solving steps you can use for most problems...

Define the Problem

Determine the causes, generate ideas, select the best solution, take action.

The most important of the problem solving steps is to define the problem correctly. The way you define the problem will determine how you attempt to solve it.

For example, if you receive a complaint about one of your project team members from a client, the solutions you come up with will be different based on the way you define the problem.

If you define the problem as poor performance by the team member you will develop different solutions than if you define the problem as poor expectation setting with the client.

Once you have defined the problem, you are ready to dig deeper and start to determine what is causing it.  You can use a fishbone diagram to help you perform a cause and effect analysis.

If you consider the problem as a gap between where you are now and where you want to be, the causes of the problem are the obstacles that are preventing you from closing that gap immediately.

This level of analysis is important to make sure your solutions address the actual causes of the problem instead of the symptoms of the problem. If your solution fixes a symptom instead of an actual cause, the problem is likely to reoccur since it was never truly solved.

Once the hard work of defining the problem and determining its causes has been completed, it's time to get creative and develop possible solutions to the problem.

Two great problem solving methods you can use for coming up with solutions are brainstorming and mind mapping .

After you come up with several ideas that can solve the problem, one problem solving technique you can use to decide which one is the best solution to your problem is a simple trade-off analysis .

To perform the trade-off analysis, define the critical criteria for the problem that you can use to evaluate how each solution compares to each other. The evaluation can be done using a simple matrix. The highest ranking solution will be your best solution for this problem.

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Once you've determined which solution you will implement, it's time to take action. If the solution involves several actions or requires action from others, it is a good idea to create an action plan and treat it as a mini-project.

Using this simple five-step approach can increase the effectiveness of your problem solving skills .

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Introduction to Problem Solving in Project Management

Definition and importance of problem solving.

Problem solving is the process of identifying and resolving issues or obstacles that arise during a project. It is a critical skill for project managers as it allows them to overcome challenges and ensure the successful completion of a project. Effective problem solving enables project managers to make informed decisions, mitigate risks, and maintain project timelines and budgets.

Role of Problem Solving in Project Management

Problem solving plays a central role in project management. It helps project managers identify and address issues that may hinder project progress. By actively solving problems, project managers can minimize the impact of obstacles on project outcomes and ensure that the project stays on track.

Benefits of Effective Problem Solving

Effective problem solving in project management offers several benefits. It improves project efficiency by eliminating roadblocks and streamlining processes. It enhances team collaboration and communication as team members work together to find solutions. It also boosts stakeholder satisfaction by addressing their concerns and delivering successful project outcomes.

Understanding the Problem

Identifying and defining the problem.

In order to solve a problem, project managers must first identify and define it clearly. This involves gathering relevant information and data related to the problem. By understanding the problem statement, project managers can analyze its root causes and develop appropriate solutions.

1. Gathering Information and Data

Project managers should gather all available information and data related to the problem. This may include project documentation, stakeholder feedback, and historical data. By collecting comprehensive information, project managers can gain a holistic view of the problem and make informed decisions.

2. Analyzing the Problem Statement

Once the problem is identified, project managers need to analyze its statement. This involves breaking down the problem into its components and understanding its impact on the project. By analyzing the problem statement, project managers can prioritize their efforts and focus on the most critical aspects.

Determining the Root Cause of the Problem

Identifying the root cause of a problem is essential for effective problem solving. It allows project managers to address the underlying issues rather than just treating the symptoms. Various techniques can be used for root cause analysis, such as the fishbone diagram and the 5 Whys technique.

1. Techniques for Root Cause Analysis

The fishbone diagram, also known as the Ishikawa diagram, is a visual tool that helps identify the root causes of a problem. It categorizes potential causes into different branches, such as people, process, equipment, and environment. By analyzing these branches, project managers can pinpoint the root cause.

2. Importance of Identifying the Root Cause

Identifying the root cause is crucial because it allows project managers to implement targeted solutions. By addressing the underlying issue, project managers can prevent the problem from recurring in the future and ensure long-term project success.

Developing Problem Solving Strategies

Brainstorming techniques.

Brainstorming is a creative problem-solving technique that encourages the generation of ideas and solutions. There are various brainstorming techniques, including traditional brainstorming and mind mapping.

1. Traditional Brainstorming

Traditional brainstorming involves a group of individuals coming together to generate ideas. Participants freely share their thoughts and suggestions without any judgment or criticism. This technique encourages the exploration of diverse perspectives and fosters creativity.

2. Mind Mapping

Mind mapping is a visual brainstorming technique that helps organize ideas and connections. It involves creating a central idea or problem statement and branching out with related ideas. Mind mapping allows project managers to visualize the problem and its potential solutions.

Analytical Problem Solving Methods

Analytical problem-solving methods involve structured approaches to problem solving. Two commonly used methods are the fishbone diagram and the 5 Whys technique.

1. Fishbone Diagram

The fishbone diagram, as mentioned earlier, helps identify the root causes of a problem. By analyzing different branches, project managers can uncover the underlying factors contributing to the problem and develop appropriate solutions.

2. 5 Whys Technique

The 5 Whys technique involves asking “why” multiple times to uncover the root cause of a problem. By repeatedly asking why a problem occurred, project managers can dig deeper into the underlying causes and address them directly.

Decision-Making Approaches

Effective problem solving requires sound decision-making. Two decision-making approaches commonly used in project management are cost-benefit analysis and multi-criteria decision analysis.

1. Cost-Benefit Analysis

Cost-benefit analysis involves evaluating the costs and benefits associated with different solutions. Project managers weigh the potential advantages and disadvantages of each option to make an informed decision. This approach helps prioritize solutions based on their potential impact.

2. Multi-Criteria Decision Analysis

Multi-criteria decision analysis considers multiple factors or criteria when making a decision. Project managers assign weights to each criterion based on its importance and evaluate potential solutions accordingly. This approach ensures a comprehensive evaluation of available options.

Implementing the Solution

Creating an action plan.

Once a solution is determined, project managers need to create an action plan to implement it successfully. This involves setting clear objectives and goals and assigning tasks and responsibilities to team members.

1. Setting Clear Objectives and Goals

Clear objectives and goals provide a roadmap for implementing the solution. Project managers should define specific, measurable, achievable, relevant, and time-bound (SMART) objectives to ensure clarity and focus.

2. Assigning Tasks and Responsibilities

Assigning tasks and responsibilities ensures that each team member knows their role in implementing the solution. Project managers should clearly communicate expectations and deadlines to facilitate smooth execution.

Executing the Action Plan

During the implementation phase, project managers need to monitor progress and make necessary adjustments. Effective communication and collaboration among team members are crucial for successful execution.

1. Monitoring Progress and Making Adjustments

Project managers should regularly monitor the progress of the action plan and identify any deviations or roadblocks. By making timely adjustments, project managers can ensure that the solution stays on track and achieves the desired results.

2. Communication and Collaboration During Implementation

Open and transparent communication is essential during the implementation phase. Project managers should encourage team members to share updates, challenges, and suggestions. Collaboration fosters a supportive environment and enhances problem-solving capabilities.

Evaluating the Solution

Assessing the effectiveness of the solution.

After implementing the solution, project managers need to assess its effectiveness. This involves measuring outcomes and results and collecting feedback from stakeholders.

1. Measuring Outcomes and Results

Project managers should measure the outcomes and results achieved through the implemented solution. This may include evaluating key performance indicators (KPIs) and comparing them to the initial problem statement. Measuring outcomes provides insights into the solution’s effectiveness.

2. Collecting Feedback from Stakeholders

Feedback from stakeholders is invaluable for evaluating the solution. Project managers should actively seek feedback from team members, clients, and other relevant stakeholders. Their perspectives can highlight areas of improvement and inform future problem-solving strategies.

Identifying Lessons Learned

Documenting successes and failures is crucial for continuous improvement. Project managers should identify and document lessons learned from the problem-solving process.

1. Documenting Successes and Failures

Project managers should record both successful and unsuccessful problem-solving experiences. Documenting successes helps replicate effective strategies in future projects, while documenting failures allows project managers to learn from mistakes and avoid similar pitfalls.

2. Incorporating Lessons into Future Projects

Lessons learned should be incorporated into future projects to enhance problem-solving capabilities. Project managers can create knowledge repositories or conduct training sessions to share best practices and ensure continuous improvement.

Continuous Improvement

Encouraging a culture of continuous improvement.

To foster continuous improvement, project managers should encourage a culture that values learning and innovation. Team members should feel empowered to suggest improvements and experiment with new problem-solving techniques.

Implementing Feedback Loops and Learning Mechanisms

Feedback loops and learning mechanisms facilitate continuous improvement. Project managers should establish regular feedback sessions, retrospectives, or post-project reviews to gather insights and identify areas for growth.

Leveraging Problem-Solving Skills for Future Projects

Problem-solving skills developed during a project can be leveraged for future projects. Project managers should encourage team members to apply their problem-solving expertise and share their insights with colleagues.

Recap of Key Points Discussed

In this article, we explored the importance of problem solving in project management. We discussed the definition and benefits of effective problem solving, as well as the role it plays in project success. We also delved into understanding the problem, developing problem-solving strategies, implementing the solution, evaluating its effectiveness, and embracing continuous improvement.

Importance of Ongoing Problem-Solving Skills in Project Management

Ongoing problem-solving skills are essential for project managers to navigate challenges and ensure project success. By continuously improving their problem-solving capabilities, project managers can adapt to changing circumstances, mitigate risks, and deliver exceptional results.

Final Thoughts and Recommendations

To excel in problem solving, project managers should stay updated with industry best practices and leverage available tools and techniques. They should foster a collaborative and innovative environment that encourages creativity and critical thinking. By prioritizing problem solving, project managers can overcome obstacles and drive project success.

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• Problem management: 8 steps to better p ...

Problem management: 8 steps to better problem solving

Problem management is an 8 step framework most commonly used by IT teams. You can use problem management to solve for repeating major incidents. By organizing and structuring your problem solving, you can more effectively get to the root cause of high-impact problems—and devise a solution. Solving the root cause prevents recurrence and creates a repeatable solution to use on similar errors in the future.

In an IT department, errors and mishaps are part of the job. You can't always control these problems, but you can control how you respond to them with problem management. Problem management helps you solve larger problems and reduce the risk that they’ll happen again by identifying all connected problems, solving them, and planning for the future.

What is problem management?

Problem management is an 8 step framework most commonly used by IT teams. Your team can use problem management to solve for repeating major incidents. By organizing and structuring your problem solving, you can more effectively get to the root cause of high-impact problems—and devise a solution. Problem management is a process—used mostly by IT teams—to identify, react, and respond to issues. It’s not for every problem, but it’s a useful response when multiple major incidents occur that cause large work interruptions. Unlike problem solving, problem management goes beyond the initial incident to discover and dissect the root causes, preventing future incidents with permanent solutions.

The goals of problem management are to:

Prevent problems before they start.

Solve for repetitive errors.

Lessen each incident’s impact. 

Problem management vs. incident management 

Example: Someone leaves their unprotected laptop in a coffee shop, causing a security breach. The security team can use incident management to solve for this one, isolated event. In this case, the team could manually shut down the accounts connected to that laptop. If this continues to happen, IT would use problem management to solve the root of this issue—perhaps installing more security features on each company laptop so that if employees lose them, no one else can access the information.

Problem management vs. problem solving

While similar in name, problem management differs slightly from problem-solving. Problem management focuses on every aspect of the incident—identifying the root cause of the problem, solving it, and prevention. Problem solving is, as the name implies, focused solely on the solution step. 

Example: You’re launching a new password management system when it crashes—again. You don’t know if anything leaked, but you know it could contain confidential information. Plus, it’s happened before. You start the problem management process to ensure it doesn’t happen again. In that process, you’ll use problem solving as a step to fix the issue. In this case, perhaps securing confidential information before you try to launch a new software.

Problem management vs. change management 

Change management targets large transitions within your workplace, good and bad. These inevitable changes aren’t always negative, so you can’t always apply problem management as a solution. That’s where change management comes in—a framework that helps you adjust to any new scenario.

Example: Your company is transitioning to a new cloud platform. The transition happens incident-free—meaning you won’t need problem management—but you can ease the transition by implementing some change management best practices. Preparing and training team members in the new software is a good place to start.

Problem management vs. project management

Project management is the framework for larger collections of work. It’s the overarching method for how you work on any project, hit goals, and get results. You can use project management to help you with problem management, but they are not the same thing. Problem management and project management work together to solve issues as part of your problem management process.

Example: During problem management, you uncover a backend security issue that needs to be addressed—employees are using storage software with outdated security measures. To solve this, you create a project and outline the tasks from start to finish. In this case, you might need to alert senior executives, get approval to remove the software, and alert employees. You create a project schedule with a defined timeline and assign the tasks to relevant teams. In this process, you identified a desired outcome—remove the unsafe software—and solved it. That’s project management.

The 8 steps of problem management

It’s easy to get upset when problems occur. In fact, it’s totally normal. But an emotional response is not always the best response when faced with new incidents. Having a reliable system—such as problem management—removes the temptation to respond emotionally. Proactive project management gives your team a framework for problem solving. It’s an iterative process —the more you use it, the more likely you are to have fewer problems, faster response times, and better outputs. 

1. Identify the problem

During problem identification, you’re looking at the present—what’s happening right now? Here, you’ll define what the incident is and its scale. Is this a small, quick-fix, or a full overhaul? Consider using problem framing to define, prioritize, and understand the obstacles involved with these more complex problems. 

2. Diagnose the cause

Use problem analysis or root cause analysis to strategically look at the cause of a problem. Follow the trail of issues all the way back to its beginnings.

To diagnose the underlying cause, you’ll want to answer:

What factors or conditions led to the incident?

Do you see related incidents? Could those be coming from the same source?

Did someone miss a step? Are processes responsible for this problem?

3. Organize and prioritize

Now it’s time to build out your framework. Use an IT project plan to organize information in a space where everyone can make and see updates in real time. The easiest way to do this is with a project management tool where you can input ‌tasks, assign deadlines, and add dependencies to ensure nothing gets missed. To better organize your process, define:

What needs to be done? 

Who’s responsible for each aspect? If no one is, can we assign someone? 

When does each piece need to be completed?

What is the final number of incidents related to this problem?

Are any of these tasks dependent on another one? Do you need to set up dependencies ?

What are your highest priorities? How do they affect our larger business goals ? 

How should you plan for this in the future?

4. Create a workaround

If the incident has stopped work or altered it, you might need to create a workaround. This is not always necessary, but temporary workarounds can keep work on track and avoid backlog while you go through the problem management steps. When these workarounds are especially effective, you can make them permanent processes.

5. Update your known error database

Every time an incident occurs, create a known error record and add it to your known error database (KEDB). Recording incidents helps you catch recurrences and logs the solution, so you know how to solve similar errors in the future. 

6. Pause for change management (if necessary)

Larger, high-impact problems might require change management. For example, if you realize the problem’s root cause is a lack of staff, you might dedicate team members to help. You can use change management to help them transition their responsibilities, see how these new roles fit in with the entire team, and determine how they will collaborate moving forward.

7. Solve the problem

This is the fun part—you get to resolve problems. At this stage, you should know exactly what you’re dealing with and the steps you need to take. But remember—with problem management, it’s not enough to solve the current problem. You’ll want to take any steps to prevent this from happening again in the future. That could mean hiring a new role to cover gaps in workflows , investing in new softwares and tools, or training staff on best practices to prevent these types of incidents.

Read: Turn your team into skilled problem solvers with these problem-solving strategies

8. Reflect on the process

The problem management process has the added benefit of recording the process in its entirety, so you can review it in the future. Once you’ve solved the problem, take the time to review each step and reflect on the lessons learned during this process. Make note of who was involved, what you needed, and any opportunities to improve your response to the next incident. After you go through the problem management process a few times and understand the basic steps, stakeholders, workload, and resources you need, create a template to make the kickoff process easier in the future.

5 benefits of problem management

Problem management helps you discover every piece of the problem—from the current scenario down to its root cause. Not only does this have an immediate positive impact on the current issue at hand, it also promotes collaboration and helps to build a better product overall. 

Here are five other ways ‌problem management can benefit your team:

Avoids repeat incidents. When you manage the entire incident from start to finish, you will address the foundational problems that caused it. This leads to fewer repeat incidents.

Boosts cross-functional collaboration. Problem management is a collaborative process. One incident might require collaboration from IT, the security team, and legal. Depending on the level of the problem, it might trickle all the way back down to the product or service team, where core changes need to be made.

Creates a better user experience. It’s simple—the fewer incidents you have, the better your customer’s experience will be. Reducing incidents means fewer delays, downtime, and frustrations for your users, and a higher rate of customer satisfaction.

Improves response time. As you develop a flow and framework with a project management process, you’ll be better equipped to handle future incidents—even if they’re different scenarios.

Organizes problem solving. Problem management provides a structured, thoughtful approach to solving problems. This reduces impulsive responses and helps you keep a better problem record of incidents and solutions.

Problem management leads to better, faster solutions

IT teams will always have to deal with incidents, but they don’t have to be bogged down by them. That’s because problem management works. Whether you employ a full problem management team or choose to apply these practices to your current IT infrastructure, problem management—especially when combined with a project management tool—saves you time and effort down the road.

With IT project plans, we’ve made it easier than ever to track your problem management work in a shared tool. Try our free IT project template to see your work come together, effortlessly.

Related resources

Grant management: A nonprofit’s guide

How Asana uses work management to optimize resource planning

How Asana uses work management for organizational planning

Solve your tech overload with an intelligent transformation

Problem Framing for Solving Project Obstacles

As the saying goes, "A problem well-defined is half solved." This is especially true in project management, where identifying and overcoming obstacles is a daily task. A clear understanding of the problem at hand is essential to overcome these challenges effectively.

This is where problem framing comes in. In this approach, project managers work to define and clarify the issues they are facing, including their scope, impact, and underlying causes.

In this article, we'll explore the importance of problem framing for solving project obstacles and how it can help teams stay focused, motivated, and on track throughout the project lifecycle.

What Is Problem Framing?

Problem framing is a process in project management that involves defining and clarifying the problem at hand. Problem framing requires identifying the scope and nature of the issue, including its underlying causes and potential impacts.

By framing the problem correctly, teams can stay focused, motivated, and on track throughout the project lifecycle and avoid wasting time and resources on ineffective solutions.

What Are Common Project Obstacles?

Project obstacles are challenges or issues that arise during a project that can hinder progress or prevent success. Some common project obstacles include:

• Resource constraints: This can include limited funding, staffing, or equipment needed to complete the project.
• Technical challenges: These can include difficulties with software, hardware, or infrastructure, such as compatibility issues or system failures.
• Communication issues: Misunderstandings , lack of clarity, and poor communication between team members can lead to confusion, errors, and delays.

What Is the Business Problem Statement?

A business problem statement is a concise and clear description of an issue or challenges a company or organization faces.

A business problem statement aims to identify and prioritize the most pressing issues facing the business and establish a starting point for addressing them.

A business problem statement should be specific, measurable, achievable, relevant, and time-bound (SMART). It should also be based on data and research and consider the perspectives and input of relevant stakeholders.

Problem Statement Example

ABC Company is facing a significant challenge - sales have been steadily declining, leading to lower revenue and profits. Despite implementing some marketing and sales strategies, the company has not been able to reverse this trend. This has caused concern among stakeholders, who are worried about the future of the business.

To ensure long-term success, ABC Company needs to identify the underlying causes of the sales decline and develop effective solutions to address them. This is a pressing issue that requires urgent attention.

Smart Problem Statement Example

ABC Company aims to increase its online sales by 20% within the next six months by addressing the issue of cart abandonment. Currently, 50% of customers who add items to their cart do not complete the purchase, resulting in lost revenue.

The underlying causes of cart abandonment include a complex checkout process and a lack of payment options. To achieve our goal, we will simplify the checkout process and add more payment options, such as PayPal and Apple Pay. We will measure success by tracking the percentage of completed purchases over the next six months.

This SMART problem statement meets the following criteria:

• Specific: The problem is clearly defined - increasing online sales by 20% by addressing cart abandonment.
• Measurable: Success can be measured by tracking the percentage of completed purchases over the next six months.
• Achievable: The goal is realistic, given the identified causes of cart abandonment and the proposed solutions.
• Relevant: The problem relates to the company's goals of increasing revenue and improving customer experience.
• Time-bound: The goal is achievable within a specific time frame of six months.

Steps To Effective Problem Framing

The main steps to problem framing are:

• Gathering project information and data
• Identifying the core problem and its underlying causes
• Defining problem boundaries and scope
• Formulating clear and actionable problem statements

Gathering Project Information and Data

To fully understand the problem, gathering relevant information and data is important. This includes research, surveys, interviews, and any other sources of information that may shed light on the issue.

Identifying the Core Problem and Its Underlying Causes

With a better understanding of the problem and its causes, identify potential solutions and prioritize them based on their feasibility, impact, and potential risks.

We need to distinguish symptoms from the root cause and utilize problem-solving tools, such as the fishbone diagram or the 5 Whys.

Defining Problem Boundaries and Scope

Defining problem boundaries and scope is a crucial step in problem framing. It helps to ensure that everyone involved in the project understands the problem and its limitations and can work towards a common objective.

Formulating Clear and Actionable Problem Statements

Formulating clear and actionable problem statements is essential to effective problem framing. Clearly define the problem with straightforward language. Avoid vague terms that may be open to interpretation.

Problem-Framing Techniques

Problem-framing techniques are approaches to defining and structuring problems to facilitate effective problem-solving.

Commonly used problem-framing techniques are SWOT Analysis, the Pareto method, Impact-Effort Matrix, Root cause analysis, and mind mapping.

SWOT Analysis

SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis is a technique for identifying internal and external factors that can impact the problem at hand. This approach helps to identify potential solutions and develop strategic plans.

Pareto Analysis

Pareto analysis is a method used to prioritize obstacles. By identifying the most significant issues causing the problem, the team can focus on addressing the root cause and achieving the greatest impact with limited resources.

Impact-Effort Matrix

The Impact-Effort Matrix is a tool used to allocate resources effectively by identifying actions and initiatives with the most significant impact while requiring the least effort.

Root Cause Analysis

Root cause analysis is a process used to identify the underlying causes of an issue or problem. By addressing the root cause rather than just the symptoms, teams can avoid recurring problems and achieve more effective long-term solutions.

Mind Mapping

Mind mapping is a visual technique for exploring the relationships between different aspects of a problem. It helps identify potential solutions and new approaches by creating connections between ideas and perspectives.

What Are the Usual Framing Mistakes?

The most common framing mistakes you should pay attention to are as follows:

• Unclear goals and objectives
• Poor communication
• Inadequate planning
• Lack of stakeholder engagement
• Scope creep
• Poor risk management
• Lack of accountability

Problem Framing vs. Problem-Solving

Problem framing and problem-solving are two different concepts that are both important in finding solutions to complex problems.

Problem framing identifies a problem, determines the scope of the problem, and identifies its causes. It involves understanding the problem from different perspectives and considering its impact on various stakeholders. Problem framing helps to ensure that the problem is understood correctly before attempting to find a solution.

Problem-solving develops and implements solutions to a problem. It involves identifying potential solutions, evaluating their feasibility, and selecting the best action. Problem-solving requires analytical thinking, creativity, and collaboration among team members.

How to Reframe Problems in a Unique Way?

Reframing problems uniquely can help uncover new insights and solutions that may not have been apparent before.

Some particular ways to reframe problems are listed below.

• Change your perspective: Try looking at the problem from different angles or viewpoints.
• Question assumptions: Identify any assumptions you might have about the problem and question whether they are valid. Challenge assumptions and consider alternative explanations for the problem.
• Use analogies: Look for analogous situations from other domains and see if they can help provide a fresh perspective on the problem.
• Use metaphors: Metaphors can also be helpful for reframing problems. Try to think of the problem as something else entirely - a puzzle, a game, a machine, etc. This can help you see the situation differently and develop new ideas.
• Collaborate with others: Engage with others with different backgrounds or perspectives on the problem. Brainstorm - generate new ideas without criticizing any thoughts, and share ideas to come up with new perspectives and solutions.
• Challenge the problem statement: Sometimes, how a problem is stated can limit our thinking. Try to restate the problem differently or break it down into sub-problems that are easier to solve.

How Can Collaboration Tools Help Structure the Issue’s Details?

Collaboration tools can be a valuable asset for structuring the details of an issue, as they provide a centralized platform for team members to collaborate and share information. In particular, ActiveCollab can be an effective team collaboration software for framing problems. Here's how it can help:

• Task Management : ActiveCollab allows you to assign tasks to specific team members. This means that each team member can focus on their assigned task and contribute to resolving the issue.
• Document Sharing: With ActiveCollab, team members can easily share documents related to the issue, such as research papers, case studies, or presentations. This helps to ensure that everyone is working with the same information and has access to the resources they need to help solve the problem.
• Time Tracking : ActiveCollab allows you to track the time spent on each task, which can help you to identify areas where the team may be spending too much or too little time. This can help you to optimize your resources and improve efficiency.
• Communication: ActiveCollab includes a messaging system that allows team members to communicate with each other in real-time. This can help facilitate collaboration and ensure everyone is on the same page.
• Reporting: ActiveCollab provides reporting features that allow you to track progress, identify bottlenecks, and analyze data related to the issue. This can help you make informed decisions and ensure that the project moves in the right direction.

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Twproject is a full featured web based project management software that gives you full visibility and control over your projects.Twproject is also a time tracking software, a bug tracking software, a project planning software.

Problem solving: a Project Manager skill

Problem solving is a project manager skill that facilitates effective problem solving by combining creative thinking and strong analytical skills.

Problem-solving techniques: a 5-step approach

Problem solving step 1: problem definition, problem solving step 2: cause determination, problem solving step 3: ideas generation, problem solving step 4: best solution selection, problem solving step 5: act, problem solving: creativity, problem solving: communication, problem solving: willpower.

This is a skill that provides the capability to bring a different perspective to problems, helping to design and implement effective solutions.

It’s easy to realize how in problem solving the identification of simple solutions to big problems can provide benefits to the project and the company, but there are not always successful Project Managers capable of finding them.

In this article we will try to give a hand to the less creative and more accustomed to patterns minds by suggesting some techniques that if properly implemented can be extremely beneficial.

Let’s start from the premise that some problems are small and can be solved quickly, while others may involve considerable time and effort.

Regardless of whether the problem you’re focusing on is small or large, using a systemic approach to solving it will certainly help you be a more effective project manager .

Here are what are the five problem solving step s that you can use for most problems.

The most important step in problem solving is to properly define the problem.

How you define the problem will determine how you will attempt to solve it.

For example, if you get a complaint regarding one of your project team members from a client, the solutions you will assess will be different based on how you define the problem.

If you choose a poor performance approach for the team member, different solutions will unfold as opposed to an approach where you give little consideration to what the client said.

After you have defined the issue, you can proceed to dig deeper and begin to determine what is causing it.

This level of analysis is important to ensure that solutions address the actual causes of the problem rather than the symptoms of the problem.

If the solution solves a symptom instead of an actual cause, in fact, the problem is likely to reoccur because it was never truly solved.

After the hard work of defining the problem and determining its causes is complete, then it is time to get creative and develop possible solutions to the problem.

Two great problem solving methods that you can use to come up with solutions are brainstorming and mind mapping.

After figuring up with several ideas that could solve the problem, one way to decide which is the best solution is a simple trade-off analysis .

We can find this analysis when performing a project feasibility study as well.

To carry out the trade-off analysis, you must first define the critical criteria for the problem that you can use to evaluate the comparison between each solution.

After having established the solution to be implemented, it’s time to take action.

If the solution requires several actions or necessitates an effort by others, it’s a good idea to make a plan and treat it as a mini-project.

Yet, problem solving as a project manager’s skill is not just limited to this tangible process for solving problems.

Let’s see what other skills are key to problem solving.

This is not just something related to artists.

Creativity is about being able to simply come up with a unique solution and thinking “outside of the box”.

This means not responding to problems with a knee-jerk reaction or a safe solution that might lead to poor results.

What creativity requires is being able to actually take a look at a problem from multiple perspectives, not just the typical one.

Stepping out of your comfort zone, thinking outside the box , going beyond. This is what creativity in problem solving is all about.

Solutions to serious problems may in fact not be found within standard processes.

Like with almost everything, nothing can be achieved without the communication skills to provide the solution to those who must solve it.

Even simple ideas are often muddied by poor rhetoric, let alone failed attempts to convey complex ones and solve problems.

And we’re not just referring to being able to clearly impart orders; it’s also important to know the right channel to deliver your message.

That message needs to reach the right people, in the right way, and get to them as quickly as possible.

Finding a solution to a problem is just one link in a larger chain.

If that solution isn’t delivered to the parties that need it to fix the problem in order for the project to move forward, then it’s all in vain.

Not all people are born great communicators, but there are ways to learn how to better communicate, especially with team members .

It takes empathy and active listening to develop trust and loyalty and without this connection, no matter how explicitly you communicate a message, it will be misinterpreted or even ignored.

All of the above may be quite fascinating, but if the project manager is not committed to their work and to improving themselves in problem solving, everything is pointless.

There are exercises you can do to master problem solving skills that help you respond better to problems and solve them quickly.

For example, there are logical reasoning tests that help you clearly organize your thoughts, analyze them, and quickly choose the best course of action.

However, all this takes willpower; the project manager must be aware of what they are doing and must want to do it.

Only in this way will it be possible to develop the best problem solving skills .

When presented with a problem, some project managers may be inclined to procrastinate or avoid the problem altogether.

However, avoiding problems is a short-term solution. It is problem solving that keeps things moving forward.

Therefore, the faster and more effectively you can solve a problem, the faster you can get the job done and successfully complete a project.

Keep up with the times.

Related posts.

19 Sep 2020

A Project Manager's Short Guide to Effective Problem-Solving in 6 Steps

Role of the Project Manager | By Duncan Haughey | Read time minutes

For project managers and business analysts like you, effective problem-solving remains an ever-important soft skill that requires you to combine creative thinking and strong analytical skills. The simple six-step process outlined below will help you master effective problem-solving — a skill that will provide you with the ability to bring a new perspective to problems, helping you to design, and implement, effective solutions.

Step #1: Identify the Problem

First, make sure you're dealing with the real problem, not just its symptoms. In information technology, we use root cause analysis to trace back to the origin of a problem. Take the time needed to do this tracing and discover the real reason for a problem by looking at it from different angles. Here are a few tools that can help:

• Cause and effect diagrams: These diagrams help you gain a solid understanding of what's actually causing the problem.
• Drill-down technique: This technique helps you split problems into decreasingly smaller parts to gain an increasingly more in-depth understanding of the cause.
• 5 whys: This approach helps you drill down to a problem's root cause by asking why five times.

Ultimately, all problems fall into three basic cause types:

• Physical cause: Equipment has had a material failure and stopped working.
• Human cause: Someone made a mistake or forgot to do something.
• Organisational cause: A system or process was flawed and/or failed.

Step #2: List All Possible Solutions

Once you understand the problem, it's time to think about possible solutions. If your problem is simple, the solution will often be clear straightaway. But more complex problems may require a formal approach to finding solutions. Here are some potential techniques you could employ:

• Hold a brainstorming session with your team to identify and explore answers to the problem.
• Use mind mapping to focus your mind, gain clarity and quickly identify solutions.
• Ask a coach to employ the GROW model to help you identify the obstacles preventing you from achieving your goal.

Step #3: Evaluate the Solutions

Once you have your list of solutions, evaluate each one by asking a few questions:

• What are the pros and cons?
• Which measures will resolve the problem and prevent it from re-occurring?

Step #4: Pick the Best Solution

Weigh the solutions against a good outcome versus risk. Here are a few questions you should be asking to help guide this process:

• What options can you discard straightaway?
• Which option will have the best outcome at an acceptable risk level?
• What is your best option?

Step #5: Document the Selected Solution

Once you've identified the best solution, write it down. This action helps you think through the solution thoroughly and identify any implications of implementing the solution. This step is especially useful when solutions are complex, when they require organising, to ensure a specific process order is followed or when you don't want to rely solely on your memory.

Step #6: Create a Contingency Plan

Circumstances may (and often do!) change, so create a plan of what you will do for any foreseeable futures. Don't be caught unprepared when and if things change.

What Would You Do?

Here are three scenarios you may encounter as a project manager. Faced with these situations, what would you do? Click the down arrow to see answer.

Scenario 1: The Urgent Project You have been asked by your director to plan an urgent project. However, you cannot start the project because a colleague with vital information and expertise is away on an extended holiday, and both are essential for project success. How would you approach this situation?

Scenario 2: the unhappy customer your customer is unhappy with the service you're providing on their project. you have not done anything wrong. the customer has been the cause of several delays through last minute and unexpected changes. how would you approach this situation, scenario 3: the serious mistake halfway through a project, you realise you have made a serious mistake. the situation may require significant extra time to resolve and could cause you to miss an important go-live deadline. how would you deal with this situation to ensure you still met the deadline.

As is usually the case, there's no single right answer to each problem, and the answers provided in the example scenarios are just one possibility. Other solutions exist and may, in some cases, even provide a better outcome.

How would you tackle the problems outlined in these scenarios?

Recommended read: How to Perform a Project Handover by Duncan Haughey.

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What's Next?

You may also be interested in, 12 tips for being a good manager.

• Keeping a project management team running smoothly can be a challenge, especially when budgets are lean and expectations are high.

Project Plans: 10 Essential Elements

• A project plan is more than just a Gantt chart, but do you know what you must have in your plan? This article takes you through the ten essential elements.

Belbin and Successful Project Teams

• Creating successful project teams is a daunting task for project leaders. A good method for matching people to roles is the Belbin Team Inventory Method (BTIM).

Effort Estimating: A Primer

• Good estimating is a skill like any other, it can be developed with practice to the point where it may seem like magic to the uninformed.

• Unito home /
• The Project Manager’s Guide to Critical Thinking Skills

Remember playing the game Clue as a kid? You’d collect evidence, analyze the possibilities, and come to your own conclusions based on what you knew (and what you didn’t). As a project manager, the skills you developed playing games like Clue are extremely useful. The acting gatekeeper for your team, you’re used to evaluating information and making decisions to benefit your department and the business as a whole. Whether you’re a seasoned project manager or just learning the ropes, knowing how to fine-tune your critical thinking skills will come in handy every single day.

Continue reading to learn: 

• A definition of critical thinking
• The six critical skills project managers need
• Why critical thinking skills are crucial for project managers
• How to work your critical thinking muscles
• Effective critical thinking techniques

Let’s get critical. 

What is critical thinking?

Ask five different people what critical thinking means and you’ll probably get five different answers. But, generally speaking, critical thinking refers to intellectual tactics used to observe and analyze information to draw better conclusions. A key factor in critical thinking is looking beyond the surface of an idea, a concept, or a piece of information. It involves asking questions — to yourself or others — to go deeper and draw better conclusions.

Critical thinking can be used by anyone, in any role, to make their job easier. You can find new insights, optimize an inefficient process, and get projects done faster. Developing your critical thinking means building habits that follow you throughout your career.

Here’s a breakdown of crucial critical thinking skills for project managers — or any other role.

6 critical thinking skills for project managers

Skill #1: observation.

Critical thinking skills starts with being more aware of what’s going on. Working on an important project? Being observant might mean keeping a close eye on comments from collaborators, or just paying better attention during meetings with your data team. Becoming a more observant person means you can identify problems others miss or pick up on context clues that help you solve problems down the road.

Skill #2: Analysis

Spotting problems, clues, and that one important comment in a Slack thread is just the beginning. If observation is how you bring in more information, analysis is how you determine what you’re going to do with it. Having an analytical approach to your problems means knowing what information you have available, knowing how relevant each piece is to the problem at hand, and being able to ask better questions. 

Skill #3: Identifying bias

This critical thinking skill ties in closely with analysis but is important enough to be its own skill. Bias is inherent in everything we do, from collecting data to creating content and solving problems. For instance, because this blog post is being written by a marketer, it might use different examples than a writer from a more technical team. You can spot a bias by asking yourself questions, like “are there elements of this person’s experience or perspective that might be affecting what they’re saying?” Bias can affect every role in an organization.

Skill #4: Inference

This is a fancy term for drawing better conclusions. This crucial critical thinking skill helps you make better use of the information you collect, the questions you ask, and the potential problems you spot. Think of everything you might have done so far as putting ingredients in a stew. You can have the best ingredients in the world, but if you leave the pot on too long, you’ll end up with something closer to charcoal than stew.

One of the quickest ways to improve your inference skills is, ironically, by slowing down. Instead of blurting out the first conclusion that comes to mind, start with a few educated guesses, and compare them to each other. Which one makes the most sense? Which is weakest?

Skill #5: Problem-solving

If inference is how you come to better conclusions, problem-solving is how you put them into action. This critical thinking skill encompasses the tactics and strategies you use to take something that looks good on paper and make it great in practice. Problem-solving includes  planning  how you’ll solve a problem, but also reacting to hurdles along the way and staying flexible. A great way to improve your problem-solving skills is asking yourself “is this still the best way to solve the problem?” at every stage of your plan. Sometimes, people can get set in their ways, meaning they stick to an ineffective solution long after they should have pivoted to something else.

Skill #6: Curiosity

This is less a skill than it is a characteristic every critical thinker should work to develop. Every other critical thinking skill is helped by broadening having access to more information and more knowledge. For instance, you can be the most observant person in the world, but you’d still struggle to pick out all the problems in a presentation from the data team if you weren’t at least a little familiar with data analysis. Beyond expertise in specific fields, critical thinking — and thinking in general — is easier when you have a breadth of knowledge and experiences to draw from. You can find links that others would miss and learn to think in different ways. Read more books, listen to more podcasts, and approach the world at large with more curiosity.

Why do project managers need critical thinking skills? 

When people hear the phrase ‘critical thinking’, they often picture a negative person. Being a critical thinker doesn’t mean you have a bad attitude or that you aren’t a team player. It’s quite the opposite. 

Critical thinking means questioning processes, projects, and even core business practices that are widely accepted as given. Not to tear them down, but to improve them for the benefit of the entire team. 

The Project Management Institute (PMI) outlines how important this skill is: 

“Corporate leaders have put critical thinking at the top of the list of essential competencies needed by their workers to understand these challenges, explore opportunities, and make good decisions in this new competitive environment.” 

When used in the context of project management, effective critical thinking can: 

• Encourage deeper, more  productive discussions
• Facilitate open communication between team members 
• Resolve issues between team members and stakeholders more quickly
• Develop better solutions to problems 
• Reduce stress throughout a project 
• Prevent repetitive issues
• Achieve better results faster 

Now that you know why critical thinking skills are priority for project managers, it’s time to find out how you can improve yours.

How project managers can develop better critical thinking skills 

There’s one core principle that will guide your critical thinking: question everything. Project managers can’t just approve all requests that come in from stakeholders across the organization — unless they want a stressed-out, overworked team.

A good project manager knows how to prioritize projects according to the business’ overall needs and goals. With every request that comes in, you need to be prepared to evaluate the project’s impact on the business, the necessity of the project, and the why. Building this process — this instinct — into your daily work is how you build and strengthen your critical thinking skills.

For every potential project, consider: 

• Why is this important right now? While most stakeholders will say their project is urgent, you need to find out exactly how true this is. Perhaps the project could be scheduled for a later date that works better for your team’s schedule. 
• Why does my team need to be involved? For example, if you manage the creative team and a request for a sales presentation comes in, figure out exactly what your team will need to do.
• Why is my team’s time better spent on this project than other projects? Does this project contribute more to the business than other work your team could be doing? 

Those are three important questions to ask yourself, but what about the questions you ask others?

When a new project lands in your inbox, you need to know what to ask of the sender and how to delicately frame those questions. There are a few question formats that work especially well for this stage of the project. These include:

• ‘tell me more’ questions (eg. Tell me more about what will be required from each member of my team)
• ‘help me understand’ questions (eg. Help me understand why this project is urgent)
• ‘can you give me an example’ questions (eg. Can you give me an example of the types of results you’re looking for here?). 

These questions allow you to get a better understanding of the project and make sure it’s a good fit for your team. They’re also usually well-received by whoever initiated the project.

Prioritization means making tough calls, and project managers need to be ready and equipped to do so. You can’t be afraid to say no when the project doesn’t make sense from a timing or business standpoint. However, you will also need to be ready to explain the reasoning behind your “no”. The following techniques will help you feel confident in your decisions and authority as a project manager. 

Critical thinking techniques for project managers 

Critical thinking skills are one thing, but when evaluating the priority of a new project, there are critical thinking techniques you can put into practice to boost results and team morale. 

• Avoid making or accepting assumptions 
• Identify potential issues (and their consequences) from the start
• Use the Five Whys to find the root of problems 

Let’s dive into these a little bit more. 

1. Avoid assumptions 

You know what they say about assuming things. When you make assumptions as a project manager, you’re missing out on and ignoring key information that could make or break your project. You can have the best critical thinking skills in the office, but making the wrong assumption can undo all your hard work.

A big part of critical thinking is digging into reasoning and probing for evidence rather than drawing your own immediate conclusions. When you’re pitched a new project — and during the course of the entire project — question any preconceived notions (yours or theirs). Ensure you’re given concrete evidence for the viability of the project, and look for any holes in the process or strategy that could impact your team. 

When challenging assumptions, consider the following questions: 

• Am I assuming all members of this project have all the information they need to complete their tasks?
• What assumptions am I making about each team members’ skill sets? 
• Am I making assumptions about each team member’s time and availability? 
• What are some possible issues that may arise with this project? How can I work backwards and challenge any assumptions in order to avoid these issues? 
• What assumptions have I made about the stakeholder or project creator? What do they need to know? 

Never take anything for granted. When your job is to facilitate and manage expectations, it’s important that you’re questioning and challenging your own assumptions — and those of team members and stakeholders — at all stages of the process. 

2. Consider potential issues 

When you’re questioning assumptions, you’re also working towards another big part of your job: risk management. By proactively questioning what could go wrong, you can prepare for any issues that might arise during the course of the project. Not only that, but you can consider the implications and consequences of when things go awry. 

Consider a cause and effect approach with hypothetical — but realistic — issues. Give yourself an hour to write down any possible issues that could arise with the project, along with a list of consequences associated with each one. For example: 

• Problem : The video editor won’t have enough time to deliver the final file. 
• Consequence : The rest of the project will be held up. Costs will increase and we could miss the deadline.  

In a perfect world, project managers wouldn’t face any problems and all projects would be smooth sailing. Since that’s unfortunately not the case, here are some helpful tools you can use to avoid the escalation of issues — as well as repeating roadblocks with future projects.

3. Use the Five Whys

In addition to the “why” questions outlined above, a proven project management technique called “The Five Whys” can help you explore the true cause or causes of any problem. 

Here’s how ProjectManagement.com explains it: 

“5 Whys is an iterative elicitation method used to explore cause-and-effect relationships underlying a particular problem. The primary goal of the technique is to determine the root cause of a defect or problem by repeating the question ‘Why?’. Each answer forms the basis of the next question.” 

To complete The Five Whys, you simply repeat the question “why?” five times until you come to the root of the problem. Each answer is understood to be a “contributing cause” that impacts the final result. 

For example: 

• Because multiple teams weren’t able to complete their tasks on time (contributing cause). 
• Because their time wasn’t prioritized properly (contributing cause). 
• Because multiple last-minute projects were assigned (contributing cause). 
• Because other stakeholders didn’t understand the prioritization and project assignment process (contributing cause). 
• Because they haven’t been properly trained or given the necessary information (root cause). 

Once you get to the root of the problem, you can take action to ensure these issues are minimized or avoided in the future. 

For project managers, sometimes taking a moment to just stop and consider all of the possibilities, consequences, and information can make all the difference between a well-thought-out decision and a future regret. Developing and exercising your critical thinking skills is a surefire way to drive positive business results.

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7 Steps for Effective Problem Management in IT

Information technology (IT) is a broad field that encompasses anything related to computer technology. That can include networking, hardware, software, the internet and the people that work with these things. Teams that work in IT are there to support these technologies and the people who use them. However, teams that work in IT management are not waiting around for systems to go down before they respond.

IT project management teams are tasked with preventing problems from occurring—and certainly from regularly occurring. This is called problem management, which has been detailed into best practices within the services management framework ITIL, or the information technology infrastructure library.

What Is Problem Management?

Problem management is the methodology related to responding to IT problems, especially those that are recurring, to make sure that they are resolved and don’t return.

This involves the quick detection of an issue and then providing a viable solution, or at least some workaround to reduce the impact on the organization and stop the problem from reappearing.

ITIL & Problem Management

One of the aspects of problem management is pinpointing the issue in the IT infrastructure that is the root cause of the problem, which is where the ITIL comes in. ITIL was first started in 2000 and is presently the most popular IT service management framework for best practices. It is used as a protocol when aligning IT services with business needs.

ITIL follows a process that starts with identifying the problem, which has caused one or more incidents but is not known why at the time. This becomes defined as an error when it’s identified as a design flaw or malfunction. It becomes a known error as a root cause if found and a workaround is documented. The root cause is the underlying reason for the incident.

Types of Problem Management & Related Processes

Problem management can be broken down into two distinct groups. There is reactive problem management, which is reacting to a problem when it occurs. The other is proactive problem management. This is the act of identifying and solving an issue before it results in an incident or problem in the IT system.

Problem management falls under the larger umbrella of ITIL processes. ITIL service operation processes include problem management, incident management, request fulfillment, event management and access management.

Incident Management vs. Problem Management

“Incident” and “problem” might seem like similar words, but in the realm of problem management, they have different meanings. According to ITIL, an incident refers to “an unplanned interruption to a service, or the failure of a component of a service that hasn’t yet impacted service.”

A problem, on the other hand, is made up of more than one related incident, or those that have common issues. Therefore, a problem is more severe than an incident. It requires more follow-up. A problem is not an incident, but an incident can create a problem if it’s recurring.

Managing an incident means fixing it and restoring the system as fast as possible. A problem is resolved by discovering its root cause to make sure that new incidents don’t occur.

Therefore, incident management is getting the system back in order quickly. Problem management is working to find and resolve the underlying cause of the error that has resulted in several incidents.

Problem Management Team

There are roles and responsibilities in problem management to make sure that the process, which is outlined below, is carried out properly. There is a problem manager, who is the owner of the problem management process and is a liaison for all team members, manages the known error database, closes problems and coordinates review.

The problem-solving team can be an internal technical support team or a group of external suppliers or vendors. Sometimes, if the problem demands special attention, the problem manager will assemble a special team , with the expertise needed to solve the problem, dedicated to that specific problem and its resolution.

The Problem Management Process

Now that we know what problem management is, how does it work as a successful process? First of all, it’s not just about problem-solving. At the highest level, yes, problem management resolves problems. But it’s more about the entire life cycle of that problem.

The process for problem management then is a structured way to manage problems in IT projects after they are first reported by users or service desk technicians. The problem management process can be broken down into these seven steps.

1. Detection

To resolve a problem, first, you have to identify it. This can be done in several ways. One is that there’s a problem that is reported or one that has undergone an ongoing analysis. There are also event management tools that can automatically detect a problem, or you might get a notification from a supplier.

A problem can be defined as when the cause of the problem report remains uncertain. For example, an incident can occur and get resolved but then reoccur. The underlying cause for this recurrence is unclear. Sometimes a problem is a known problem, one that has occurred before and is part of an existing record.

In the last example, when a problem is already recorded once and has happened again, this historical data is known because it had been logged. This is a crucial step in any problem management life cycle process. The log must have all pertinent details, such as the date and time of the problem, any user information, equipment details and a description.

Once the problem has been logged, then it must be categorized to better assign and monitor, as well as given a priority. This helps to determine how important the problem is and when it should be addressed by the team.

3. Diagnosis

Once the problem is identified and logged, then comes the search for its root cause. This can be done by investigating the known error database to find other problems that match the one you’re trying to diagnose and see if there are any recorded resolutions.

4. Workaround

If it’s possible to temporarily fix the problem with a workaround, then this might be the best and fastest course of action. It is not a permanent change and should not be used in exchange for resolving the issue, but it can set the technological ship back on course and reduce downtime and disruption until a permanent change resolution is available. Just be careful not to accrue too much technical debt .

5. Known Error Record

After you’ve identified, logged and diagnosed the problem, it’s important to collect that information in a known error record. This is where you can go back and look up problems when others arise in your IT and see if it’s one you’ve already handled.

This makes resolving the problems faster and easier, resulting in less downtime and disruption.

6. Resolution

When you have a resolution for the problem, implement it with standard change procedure and test the resolution to make sure it in fact is working. Sometimes this process is carried out through a request for change document, which then must be approved before being implemented.

Once resolved and tested, the problem can be closed. The final bit of paperwork is usually completed by the service desk technician, who makes sure that the details are accurate for future reference.

Why Is Problem Management Important?

Successful problem management results in less downtime and fewer disruptions in the business. It also improves service availability and quality. Problem management helps companies to reduce the time they spend having to resolve problems and also the number of problems that occur.

This all leads to an increase in productivity and reduces costs. The final step in the problem management journey is that it leads to improved customer satisfaction.

Technology is changing all the time, faster and faster with each passing quarter, and problem management is one way to mitigate the chaos often associated with these changes. Problem management keeps services running and increases quality.

ProjectManager Helps Problem Management

Problems need solutions and solutions come from people with the right tools. ProjectManager is an online project management software that organizes projects, including when those projects are dealing with IT problems.

Log Problems & Build Projects

When a problem has been identified by the help desk or a user, it becomes more than just an IT problem. It is now a project to resolve it. One way ProjectManager helps is by structuring its resolution in a kanban board .

By logging the identified problem in ProjectManager you can now archive the work to resolve it. This now becomes a piece of historical data to reference if and when the problem shows up again. Once the problem has been diagnosed, it can go on a kanban card and move through the kanban as it is being worked on and completed. Adding tabs can list them as bugs, so they’re easy to find. You can even prioritize them.

Track Progress

Managers are going to want to progress reports. Kanban boards are transparent, so they can see the work getting done, but for more details project reports are fast and thorough. The real-time dashboard can even give managers a high-level overview.

Next time your IT department is struggling with resolving a problem, give them ProjectManager. It has the tools IT professionals want.

ProjectManager is a cloud-based project management software that can be used as a problem management tool. Our software can collect and categorize your problem as a project, so the problem management process can be controlled. You can track the resolution of your problem in real time, assign team members to resolve the problem and give them a platform to collaborate and work more effectively. Solve your problems by trying ProjectManager free with this 30-day trial offer.

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35 problem-solving techniques and methods for solving complex problems

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

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

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

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

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

Let’s get started! 

How do you identify problems?

How do you identify the right solution.

• Tips for more effective problem-solving

Complete problem-solving methods

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

Problem-solving warm-up activities

Closing activities for a problem-solving process.

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

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

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

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

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

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

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

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

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

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

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

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

Tips for more effective problem solving

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

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

Clearly define the problem

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

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

Don’t jump to conclusions

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

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

Try different approaches  

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

Don’t take it personally 

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

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

Get the right people in the room

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

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

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

Document everything

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

Bring a facilitator 

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

Develop your problem-solving skills

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

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

Design a great agenda

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

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

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

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

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

Design Sprint 2.0

• Open Space Technology

1. Six Thinking Hats

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

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

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

2. Lightning Decision Jam

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

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

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

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

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

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

3. Problem Definition Process

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

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

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

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

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

4. The 5 Whys 

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

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

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

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

5. World Cafe

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

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

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

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

6. Discovery & Action Dialogue (DAD)

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

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

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

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

7. Design Sprint 2.0

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

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

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

8. Open space technology

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

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

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

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

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

Techniques to identify and analyze problems

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

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

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

Let’s take a look!

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

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

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

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

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

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

10. The Creativity Dice

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

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

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

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

11. Fishbone Analysis

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

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

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

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

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

12. Problem Tree 

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

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

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

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

13. SWOT Analysis

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

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

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

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

14. Agreement-Certainty Matrix

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

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

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

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

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

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

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

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

16. Speed Boat

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

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

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

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

17. The Journalistic Six

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

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

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

18. LEGO Challenge

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

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

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

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

19. What, So What, Now What?

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

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

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

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

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

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

20. Journalists  

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

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

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

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

Problem-solving techniques for developing solutions 

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

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

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

21. Mindspin  

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

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

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

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

22. Improved Solutions

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

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

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

23. Four Step Sketch

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

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

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

24. 15% Solutions

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

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

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

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

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

25. How-Now-Wow Matrix

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

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

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

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

26. Impact and Effort Matrix

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

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

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

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

27. Dotmocracy

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

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

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

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

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

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

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

28. Check-in / Check-out

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

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

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

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

29. Doodling Together  

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

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

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

30. Show and Tell

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

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

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

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

31. Constellations

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

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

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

32. Draw a Tree

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

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

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

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

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

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

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

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

How do I conclude a problem-solving process?

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

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

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

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

33. One Breath Feedback

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

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

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

34. Who What When Matrix 

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

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

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

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

35. Response cards

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

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

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

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

Save time and effort discovering the right solutions

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

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

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

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

Over to you

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

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

thank you very much for these excellent techniques

Certainly wonderful article, very detailed. Shared!

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

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Article • 7 min read

What Is Problem Solving?

Find a solution to any problem you face.

By the Mind Tools Content Team

We all spend a lot of our time solving problems, both at work and in our personal lives.

Some problems are small, and we can quickly sort them out ourselves. But others are complex challenges that take collaboration, creativity, and a considerable amount of effort to solve.

At work, the types of problems we face depend largely on the organizations we're in and the jobs we do. A manager in a cleaning company, for example, might spend their day untangling staffing issues, resolving client complaints, and sorting out problems with equipment and supplies. An aircraft designer, on the other hand, might be grappling with a problem about aerodynamics, or trying to work out why a new safety feature isn't working. Meanwhile, a politician might be exploring solutions to racial injustice or climate change.

But whatever issues we face, there are some common ways to tackle them effectively. And we can all boost our confidence and ability to succeed by building a strong set of problem-solving skills.

Mind Tools offers a large collection of resources to help you do just that!

How Well Do You Solve Problems?

Start by taking an honest look at your existing skills. What's your current approach to solving problems, and how well is it working? Our quiz, How Good Is Your Problem Solving? lets you analyze your abilities, and signposts ways to address any areas of weakness.

Define Every Problem

The first step in solving a problem is understanding what that problem actually is. You need to be sure that you're dealing with the real problem – not its symptoms. For example, if performance in your department is substandard, you might think that the problem lies with the individuals submitting work. However, if you look a bit deeper, the real issue might be a general lack of training, or an unreasonable workload across the team.

Tools like 5 Whys , Appreciation and Root Cause Analysis get you asking the right questions, and help you to work through the layers of a problem to uncover what's really going on.

However, defining a problem doesn't mean deciding how to solve it straightaway. It's important to look at the issue from a variety of perspectives. If you commit yourself too early, you can end up with a short-sighted solution. The CATWOE checklist provides a powerful reminder to look at many elements that may contribute to the problem, keeping you open to a variety of possible solutions.

Understanding Complexity

As you define your problem, you'll often discover just how complicated it is. There are likely several interrelated issues involved. That's why it's important to have ways to visualize, simplify and make sense of this tangled mess!

Affinity Diagrams are great for organizing many different pieces of information into common themes, and for understanding the relationships between them.

Another popular tool is the Cause-and-Effect Diagram . To generate viable solutions, you need a solid understanding of what's causing the problem.

When your problem occurs within a business process, creating a Flow Chart , Swim Lane Diagram or a Systems Diagram will help you to see how various activities and inputs fit together. This may well highlight a missing element or bottleneck that's causing your problem.

Quite often, what seems to be a single problem turns out to be a whole series of problems. The Drill Down technique prompts you to split your problem into smaller, more manageable parts.

General Problem-Solving Tools

When you understand the problem in front of you, you’re ready to start solving it. With your definition to guide you, you can generate several possible solutions, choose the best one, then put it into action. That's the four-step approach at the heart of good problem solving.

There are various problem-solving styles to use. For example:

• Constructive Controversy is a way of widening perspectives and energizing discussions.
• Inductive Reasoning makes the most of people’s experiences and know-how, and can speed up solution finding.
• Means-End Analysis can bring extra clarity to your thinking, and kick-start the process of implementing solutions.

Specific Problem-Solving Systems

Some particularly complicated or important problems call for a more comprehensive process. Again, Mind Tools has a range of approaches to try, including:

• Simplex , which involves an eight-stage process: problem finding, fact finding, defining the problem, idea finding, selecting and evaluating, planning, selling the idea, and acting. These steps build upon the basic, four-step process described above, and they create a cycle of problem finding and solving that will continually improve your organization.
• Appreciative Inquiry , which is a uniquely positive way of solving problems by examining what's working well in the areas surrounding them.
• Soft Systems Methodology , which takes you through four stages to uncover more details about what's creating your problem, and then define actions that will improve the situation.

Further Problem-Solving Strategies

Good problem solving requires a number of other skills – all of which are covered by Mind Tools.

For example, we have a large section of resources to improve your Creativity , so that you come up with a range of possible solutions.

By strengthening your Decision Making , you'll be better at evaluating the options, selecting the best ones, then choosing how to implement them.

And our Project Management collection has valuable advice for strengthening the whole problem-solving process. The resources there will help you to make effective changes – and then keep them working long term.

Problems are an inescapable part of life, both in and out of work. So we can all benefit from having strong problem-solving skills.

It's important to understand your current approach to problem solving, and to know where and how to improve.

Define every problem you encounter – and understand its complexity, rather than trying to solve it too soon.

There's a range of general problem-solving approaches, helping you to generate possible answers, choose the best ones, and then implement your solution.

Some complicated or serious problems require more specific problem-solving systems, especially when they relate to business processes.

By boosting your creativity, decision-making and project-management skills, you’ll become even better at solving all the problems you face.

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Action learning sets.

Solving Problems by Doing and Discussing

Cause and Effect Analysis

Identifying the Likely Causes of Problems

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