six steps in the problem solving workshop

Kaizen is about changing the way things are. If you assume that things are all right the way they are, you can’t do kaizen. So change something! —Taiichi Ohno

Inspect and Adapt

Inspect & adapt: overview.

six steps in the problem solving workshop

The Inspect and Adapt (I&A) is a significant event held at the end of each PI, where the current state of the Solution is demonstrated and evaluated. Teams then reflect and identify improvement backlog items via a structured problem-solving workshop.

The Agile Manifesto emphasizes the importance of continuous improvement through the following principle: “At regular intervals, the team reflects on how to become more effective, then tunes and adjusts its behavior accordingly.”

In addition, SAFe includes ‘relentless improvement’ as one of the four SAFe Core Values as well as a dimension of the Continuous Learning Culture core competency. While opportunities to improve can and should occur continuously throughout the PI (e.g., Iteration Retrospectives ), applying some structure, cadence, and synchronization helps ensure that there is also time set aside to identify improvements across multiple teams and Agile Release Trains .

All ART stakeholders participate along with the Agile Teams in the I&A event. The result is a set of improvement backlog items that go into the ART Backlog for the next PI Planning event. In this way, every ART improves every PI. A similar I&A event is held by Solution Trains .

The I&A event consists of three parts:

PI System Demo

Quantitative and qualitative measurement
Retrospective and problem-solving workshop

Participants in the I&A should be, wherever possible, all the people involved in building the solution. For an ART, this includes:

The Agile teams
Release Train Engineer (RTE)
System and Solution Architects
Product Management , Business Owners , and other stakeholders

Additionally, Solution Train stakeholders may also attend this event.

The PI System Demo is the first part of the I&A, and it’s a little different from the regular system demos after every iteration. This demo shows all the Features the ART has developed during the PI. Typically the audience is broader; for example, Customers or Portfolio representatives are more likely to attend this demo. Therefore, the PI system demo tends to be a little more formal, and extra preparation and setup are usually required. But like any other system demo, it should be timeboxed to an hour or less, with the level of abstraction high enough to keep stakeholders actively engaged and providing feedback.

Before or as part of the PI system demo, Business Owners collaborate with each Agile Team to score the actual business value achieved for each of their Team PI Objectives , as illustrated in Figure 1.

The achievement score is calculated by separately totaling the business value for the plan and actual columns. The uncommitted objectives are not included in the total plan. However, they are part of the total actual. Then divide the actual total by the planned total to calculate the achievement score illustrated in Figure 1.

Quantitative and Qualitative Measurement

In the second part of the I&A event, teams collectively review any quantitative and qualitative metrics they have agreed to collect, then discuss the data and trends. In preparation for this, the RTE and the Solution Train Engineer are often responsible for gathering the information, analyzing it to identify potential issues, and facilitating the presentation of the findings to the ART.

Each team’s planned vs. actual business value is rolled up to create the ART predictability measure, as shown in Figure 2.

Reliable trains should operate in the 80–100 percent range; this allows the business and its external stakeholders to plan effectively. (Note: Uncommitted objectives are excluded from the planned commitment. However, they are included in the actual business value achievement, as can also be seen in Figure 1.)

Retrospective

The teams then run a brief (30 minutes or less) retrospective to identify a few significant issues they would like to address during the problem-solving workshop . There is no one way to do this; several different Agile retrospective formats can be used [3].

Based on the retrospective and the nature of the problems identified, the facilitator helps the group decide which issues they want to tackle. Each team may work on a problem, or, more typically, new groups are formed from individuals across different teams who wish to work on the same issue. This self-selection helps provide cross-functional and differing views of the problem and brings together those impacted and those best motivated to address the issue.

Key ART stakeholders—including Business Owners, customers, and management—join the retrospective and problem-solving workshop teams. The Business Owners can often unblock the impediments outside the team’s control.

Problem-Solving Workshop

The ART holds a structured, root-cause problem-solving workshop to address systemic problems. Root cause analysis provides a set of problem-solving tools used to identify the actual causes of a problem rather than just fixing the symptoms. The RTE typically facilitates the session in a timebox of two hours or less.

Figure 3 illustrates the steps in the problem-solving workshop.

The following sections describe each step of the process.

Agree on the Problem(s) to Solve

American inventor Charles Kettering is credited with saying that “a problem well stated is a problem half solved.” At this point, the teams have self-selected the problem they want to address. But do they agree on the details of the problem, or is it more likely that they have differing perspectives? To this end, the teams should spend a few minutes clearly stating the problem, highlighting the ‘what,’ ‘where,’ ‘when,’ and ‘impact’ as concisely as possible. Figure 4 illustrates a well-written problem statement.

Perform Root Cause Analysis

Effective problem-solving tools include the fishbone diagram and the ‘5 Whys.’ Also known as an Ishikawa Diagram , a fishbone diagram is a visual tool to explore the causes of specific events or sources of variation in a process. Figure 5 illustrates the fishbone diagram with a summary of the previous problem statement written at the head of the ‘fish.’

For our problem-solving workshop, the main bones often start with the default categories of people, processes, tools, program, and environment. However, these categories should be adapted as appropriate.

Team members then brainstorm causes that they think contribute to solving the problem and group them into these categories. Once a potential cause is identified, its root cause is explored with the 5 Whys technique. By asking ‘why’ five times, the cause of the previous cause is uncovered and added to the diagram. The process stops once a suitable root cause has been identified, and the same process is then applied to the next cause.

Identify the Biggest Root Cause

Pareto Analysis, also known as the 80/20 rule, is used to narrow down the number of actions that produce the most significant overall effect. It uses the principle that 20 percent of the causes are responsible for 80 percent of the problem. It’s beneficial when many possible courses of action compete for attention, which is almost always the case with complex, systemic issues.

Once all the possible causes-of-causes are identified, team members then cumulatively vote on the item they think is the most significant factor contributing to the original problem. They can do this by dot voting. For example, each person gets five votes to choose one or more causes they think are most problematic. The team then summarizes the votes in a Pareto chart, such as the example in Figure 6, which illustrates their collective consensus on the most significant root cause.

Restate the New Problem

The next step is to pick the cause with the most votes and restate it clearly as a problem. Restating it should take only a few minutes, as the teams clearly understand the root cause.

Brainstorm Solutions

At this point, the restated problem will start to imply some potential solutions. The team brainstorms as many possible corrective actions as possible within a fixed timebox (about 15–30 minutes). The rules of brainstorming apply here:

Generate as many ideas as possible
Do not allow criticism or debate
Let the imagination soar
Explore and combine ideas

Create Improvement Backlog Items

The team then cumulatively votes on up to three most viable solutions. These potential solutions are written as improvement stories and features, planned in the following PI Planning event. During that event, the RTE helps ensure that the relevant work needed to deliver the identified improvements is planned. This approach closes the loop, thus ensuring that action will be taken and that people and resources are dedicated as necessary to improve the current state.

Following this practice, problem-solving becomes routine and systematic, and team members and ART stakeholders can ensure that the train is solidly on its journey of relentless improvement.

Inspect and Adapt for Solution Trains

The above describes a rigorous approach to problem-solving in the context of a single ART. If the ART is part of a Solution Train, the I&A event will often include key stakeholders from the Solution Train. In larger value streams, however, an additional Solution Train I&A event may be required, following the same format.

Due to the number of people in a Solution Train, attendees at the large solution I&A event cannot include everyone, so stakeholders are selected that are best suited to address the problems. This subset of people consists of the Solution Train’s primary stakeholders and representatives from the various ARTs and Suppliers .

Last update: 22 January 2023

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Problem-solving workshop: Step-by-Step

A problem-solving workshop is held by the Agile Release Train and its purpose is to address systematic problems. The workshop that concentrates on identifying the problems, not just addressing the symptoms, is facilitated by the Release Train Engineer and time-boxed to maximum of two hours. What are the six steps of the workshop?

In SAFe® (Scaled Agile Framework for Enterprises®), problem-solving workshop is done during the Inspect & Adapt (I & A) event. I & A is held at the end of each Program Increment, and it forms the basis for relentless improvement, one of the four pillars of the SAFe House of Lean , and a dimension of the Continuous Learning Culture core competency.

During the three parts of I & A event (PI System Demo, Quantitative and Qualitative measurement, and Retrospective and problem-solving workshop), the ART demonstrates and evaluates the current state of the solution and teams reflect and identify improvement backlog items. In this article we are going to concentrate on the last part of the event, problem-solving workshop, during which teams systematically address the larger impediments that are limiting velocity.

Problem-solving workshop consists of 6 steps

Step 1: agree on the problem to solve.

Clearly stating the problem is key to problem identification and correction. It enables more focused investigation, time-saving, and avoids ‘ready, fire, aim’ approach. On the other hand, a problem that is not well defined, may result in failure to reach the proper countermeasure. To identify and agree on the problem to solve, the teams should spend a few minutes clearly stating the problem, highlighting the ‘what’, ‘where’, ‘when’, and ‘impact’ as succinctly as they can.

Step 2: Apply root-cause analysis and 5 whys

The Root-cause analysis and the ‘5 Whys’ technique is used to explore the cause-and-effect relationships underlying a particular problem. It helps to avoid assumptions and logic traps, trace the chain of causality in direct increments from the effect to a root cause.

The root cause analysis (fishbone or Ishikawa) diagram features 5 main ‘bones’ that represent typical sources of problems in development (tools, people, program, process, environment). Team members then brainstorm causes that they think contribute to the problem to be solved and group them into these categories. Once a cause is identified, its root cause is explored with the 5 Whys technique. By simply asking ‘why’ multiple times, the cause of the previous cause is uncovered, and added to the diagram. The process stops once a suitable root cause has been identified and the same process is then applied to the next cause (© Scaled Agile, Inc.).

Step 3: Identify the biggest root-cause using Pareto analysis

Team uses Pareto analysis (or 80/20 rule) to narrow down the number of actions that produce the most significant overall effect. It is based on the principle that 20% of root causes can cause 80% of problems and it has proved useful where many possible sources and actions are competing. Once the team writes down all the causes-of-causes, they identify the biggest root-cause using dot-voting – every team member has five dots on its disposal, and he can allocate them to one or more items he thinks are most problematic. Then they summarize votes in Pareto chart that shows collective consensus on the most significant root-cause.

Step 4: Restate the new problem for the biggest root-cause

Team picks the most voted item from Pareto chart. They restate it clearly as a problem and add economic impact of the problem to the description.

Step 5: Brainstorm solutions

During the brainstorming activity that lasts about 15 – 30 minutes, team brainstorms as many possible corrective actions as possible. The goal of activity is to generate as many ideas as possible, without criticism or debate. Team members should let their imagination soar and explore and combine all the ideas that arise and in the end dot-vote to identify top contenders.

Step 6: Identify improvement backlog items (NRFs)

In the end of the problem-solving workshop, up to three most voted solutions are identified. Solutions are then rephrased as improvement stories and features to be fed directly into the PI Planning event that follows the I & A event. During that event, the RTE helps ensure that the relevant work needed to deliver the identified improvements is planned. This closes the loop, thus ensuring that action will be taken, and that people and resources are dedicated as necessary to improve the current state. In this way, problem-solving becomes routine and systematic, and team members and ART stakeholders can be assured that the train is solidly on its journey of relentless improvement (© Scaled Agile, Inc. ).

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Mastering Problem-Solving Workshops: A Comprehensive Guide

5 minutes read

Part 1. What Is a Problem-solving Workshop?

A problem-solving workshop is a meticulously structured gathering, designed to bring team members together in a collaborative environment. In this setting, participants work collectively to identify prevailing issues, brainstorm innovative solutions, and formulate a strategic action plan. This process not only encourages open communication but also fosters an atmosphere of creativity and critical thinking. It provides an opportunity for each participant to contribute their unique perspectives and ideas, thereby promoting diversity of thought and comprehensive problem-solving. Ultimately, these workshops serve as a catalyst for team synergy and effective resolution of challenges.

Part 2. How Can Problem-solving Workshop Help?

Problem-solving workshops are a powerful tool that can dramatically elevate team performance. By fostering an environment of collaboration, these workshops encourage team members to work together towards common goals. They enhance decision-making skills by providing a platform for open discussion and critical analysis of various solutions. Moreover, they stimulate creative thinking by encouraging participants to think outside the box and propose innovative solutions. The structured approach provided by these workshops ensures that challenges are tackled systematically and effectively, reducing the likelihood of oversight or missteps. Furthermore, problem-solving workshops contribute to creating a culture of continuous learning and improvement within the organization. They provide opportunities for individuals and teams to learn from their experiences, adapt their strategies, and continually strive for better results. This ongoing process of learning and development is crucial in today's fast-paced business environment where adaptability and resilience are key to success.

Part 3. What Are the Six Steps of Problem-Solving Workshop?

Identifying the Problem: This is the initial stage where team members collectively recognize and articulate the issue at hand. It's crucial to define the problem accurately to set a clear direction for the workshop.
Analyzing the Problem: Once identified, the problem is dissected and examined in detail. The goal here is to understand its root cause, its impact, and any underlying factors that may be contributing to it.
Generating Possible Solutions: In this creative phase, participants brainstorm a variety of potential solutions without judgment or evaluation. The aim is to encourage innovative thinking and generate as many ideas as possible.
Evaluating Solutions: Here, each proposed solution is critically assessed based on its feasibility, potential impact, resources required, and alignment with organizational goals. This step ensures that only viable solutions are considered for implementation.
Implementing the Best Solution: After careful evaluation, the most effective solution is selected and put into action. A detailed plan outlining tasks, responsibilities, timelines, and resources is developed for smooth execution.
Reviewing the Process: Finally, once the solution has been implemented, it's important to review and reflect on its effectiveness and learn from the experience. This step helps in continuous improvement and prepares teams better for future problem-solving endeavors.

Each step is crucial in ensuring that problems are thoroughly addressed and resolved effectively.

Part 4: How Boardmix Can Help Prepare a Problem-solving Workshop?

Boardmix is a cutting-edge online whiteboard tool, designed with innovation at its core. It offers a diverse range of templates tailored for different types of workshops, including those focused on problem-solving . This makes Boardmix an invaluable resource for teams seeking to streamline their collaborative efforts and enhance their problem-solving capabilities.

Here’s how you can use Boardmix for your next problem-solving workshop:

FAQs on Problem-Solving Workshop

1. what are the 4 styles of problem solvers.

The four styles of problem solvers are: a) Analytical Problem Solvers: These individuals approach problems with a logical, fact-based mindset. They rely on data and detailed analysis to arrive at solutions. b) Intuitive Problem Solvers: These people rely on their gut feelings and instincts when solving problems. They often come up with creative and out-of-the-box solutions. c) Practical Problem Solvers: These problem solvers prefer straightforward, practical solutions that can be implemented easily. They focus on what works in the real world. d) Emotional Problem Solvers: These individuals consider the emotional aspects and human elements of a problem. They tend to prioritize harmony and consensus in their solutions.

2. What are the 7 problem-solving strategies?

The seven problem-solving strategies include: a) Trial and Error b) Brainstorming c) Root Cause Analysis d) SWOT Analysis (Strengths, Weaknesses, Opportunities, Threats) e) The Five Whys Technique f) Cost-Benefit Analysis g) Decision Matrix

3. What are the 5 principles of problem solving?

The five principles of problem-solving are: a) Understand the Problem: Clearly define and understand the issue at hand. b) Devise a Plan: Develop a strategy or method to tackle the problem. c) Carry Out the Plan: Implement your strategy while being open to adjustments along the way. d) Review Your Solution: Once you've found a solution, review it to ensure it effectively solves the original problem. e) Learn from Experience: Reflect on what worked well and what didn't during your problem-solving process for future reference.

Problem-solving workshops provide a potent platform to confront challenges directly, while simultaneously nurturing teamwork and innovation within your organization. These workshops serve as a catalyst for creative thinking and collaborative problem-solving, fostering an environment conducive to growth and progress. With the advent of tools like Boardmix , preparing for such interactive sessions has become more streamlined than ever before. Boardmix's intuitive design and diverse range of templates make it an indispensable tool for all your collaborative needs. Embark on your journey towards enhanced team productivity and effective problem resolution by incorporating Boardmix into your workflow today!

Join Boardmix to collaborate with your team.

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How to run a problem-solving workshop.

What is a problem-solving workshop?

A problem-solving workshop is a rapid session that helps you:

Understand the root cause of a problem
Quickly generate ideas to solve it
Evaluate the ideas to ensure they’re robust
Make a plan to test or implement the solution

This workshop critically assesses what’s going wrong and helps you find out what your options are to solve it, before you decide on the perfect solution.

Who should run a problem-solving workshop?

Product team leads, such as designers, product managers or engineers can run this type of workshop. There’s no one right person to lead something as important as this.

In fact, the core of your product development should start with the problem rather than the solution itself. It can be tempting to jump straight into features, but until you understand the problem well, you can’t begin to solve it.

When to run a problem-solving workshop

This workshop can be used in various circumstances:

A show-stopping problem that grinds everything to a halt
An intermittent problem that you want to get to the bottom of
A customer or user problem, such as a pain point when using a service or product
A high-level business problem, for example “too many customer complaints”, “conversion rate is too low”, or “operating costs are too high”

1. Get the right people together

2. identify the right problem.

3. Come up with ideas to solve the problem

4. Evaluate the ideas to ensure they’re robust

5. make a plan to test or implement the solution.

Read on to find out how to do all that, and more.

Get the right people in the room (and no one else!)

Invite all affected parties to a session. These are people that the problem has a direct impact on. Including those that aren’t impacted may offer a more objective view, but ultimately; more people equals more time. We want to solve problems with haste, so we can find out if it’s the right solution sooner rather than later!

The piston might have broken, but what caused the piston to break?

What may appear like the problem, could be one of many observable results of a deeper underlying problem. To identify the ‘right’ or ‘true’ problem, we need to delve into it. This method is often called “Root Cause Analysis”.

There are many ways to conduct a Root Cause Analysis, but the easiest and most pragmatic way is to use the Five Whys Analysis tactic .

Simply put, asking “why?” at least five times will lead you to the real problem. Solving this root problem subsequently solves all of the surface problems associated with it.

Learn how to run the Five Whys Analysis tactic

3. Come up with ideas to solve your problem

What normally follows identifying the right problem is a flurry of ideas. This usually takes the form of blurting them out at each other – but there are better, more structured ways to capture ideas. Generating ideas in a structured way gives you time and space to think, as well as building on others’ ideas. The result means more thorough and refined ideas, over a back of the napkin sketch that the loudest person in the room decides is the best thing to do.

Idea-generation tactics for problem solving:

Mind Map – Get your brain on to paper, so you can start to form ideas for the methods below.
Crazy Eights – Eight ideas in eight minutes
Reverse Brainstorm – Come up with ways to make the problem worse, then reverse it to get the solution
Round Robin – Generate an idea, then have the person next to you build on it
Storyboard – Turn your idea into a sequence of events to understand how it might actually work in reality

Once you have a suite of ideas, you’ll want to review them and try some evaluative tactics .

If you have a lot of ideas, you might want to prioritise the most promising ones to take forward with a decision tactic such as Priority Map or Blind Vote .

Kick the tyres of your idea to make sure it's robust

Once you have a shortlist of ideas it can be tempting to go with the one that appears most promising. If time is of the essence, and it’s low risk – it might be the right call to just try it out.

However, it’s vital to evaluate ideas for solutions that may be more costly or complicated. Kick the tyres, so to speak.

Evaluating ideas gives you the confidence that your promising idea truly is promising, and is worthy of taking forward to the next stage: prototyping and implementation.

Evaluation tactics for ideas:

Idea Beetle – a set of questions that help you assess if your idea is robust before you progress with it
Rose, Thorn, Bud – a way to review the good, the bad and the potential of an idea
SWOT Analysis – articulate an idea’s strengths, weaknesses, opportunities or threats

If you still have a lot of ideas, you might want to prioritise the most promising ones to take forward with a decision tactic such as Priority Map or Blind Vote .

Now you should have one or two (or more!) evaluated, robust and promising ideas that you want to try out to solve the problem.

Whether you need to work out how to prototype and test the idea, or go ahead and implement the solution right away – you need a plan.

To work out a plan, use the Sticky Steps tactic , which mentally starts you off at having the solution implemented or prototype tested, then works backwards to today in order to see what steps you need to take.

Once you have a solid plan, create accountability by creating a list of tasks to do, and assigning them to people with a deadline. You can do this with the Who, What, When tactic .

2 thoughts on “How to run a problem-solving workshop”

Hi I’d love to know approx about how long it should take to run one of these workshops. If you could include that in your very helpful summaries – I think that would be very helpful to plan and market these types of servies.

Appreciate all you do! R

All activities are very helpful.

Appreciate you Nazia Psychologist

Problem-Solving Workshop

A collaborative learning environment designed to help participants develop skills to identify and solve problems. product glossary problem-solving workshop also called: problem-solving session and problem-solving exercise see also: how might we , hypothesis statement , premortem , problem statement , six thinking hats , swot analysis , affinity diagram , circles method , design thinking , jobs-to-be-done framework (jtbd) relevant metrics: attendance and engagement, pre- and post-workshop assessments, goal achievement, participant satisfaction, knowledge retention, application of skills, networking and collaboration, and commitment to continuous improvement in this article what is a problem-solving workshop.

A Problem-Solving Workshop is a collaborative event in which a group of people come together to identify and solve a problem. It is a structured process that involves brainstorming, analyzing, and developing solutions to a problem. A problem-solving workshop is a rapid session that helps you:

Unlocking the Core of the Issue . A problem-solving workshop serves as an accelerated session designed to delve into the underlying cause of a dilemma, enabling participants to better comprehend its complexities.
Generate ideas . With a deeper understanding of the problem at hand, participants rapidly brainstorm potential solutions. They then carefully assess these ideas, ensuring their feasibility and effectiveness in addressing the issue.
Evaluating ideas . Participants scrutinize their proposed ideas, determining their robustness and ability to withstand potential challenges to ensure that only the most viable and reliable solutions are considered for implementation, enhancing the likelihood of successfully resolving the problem.
Make a plan to test or implement . Equipped with a well-rounded perspective and carefully evaluated solutions, the workshop empowers attendees to devise a strategic plan for testing or implementing their chosen resolution, ultimately guiding them toward the ideal solution to their problem.

The workshop typically begins with a discussion of the problem and its context. Participants then brainstorm potential solutions and evaluate them based on their feasibility and potential impact. After the brainstorming session, the group works together to develop a plan of action to address the problem. This plan may include changes to existing processes, new procedures, or other solutions.

The Problem-Solving Workshop is an effective way to identify and solve problems in the context of Product Management and User Experience. It allows for a collaborative approach to problem-solving, which can lead to more creative and effective solutions. It also allows for a structured approach to problem-solving, which can help ensure that the problem is addressed in a timely and efficient manner.

Where did Problem-Solving Workshops come from?

The idea of coming together to solve problems can be traced back to ancient human societies that held gatherings to discuss issues and find solutions. In modern times, problem-solving workshops have been shaped by developments in various fields like psychology, education, management, design, and innovation.

Some significant influences on problem-solving workshops include:

Brainstorming . Alex Osborn, an advertising executive, introduced brainstorming in the 1940s as a group creativity technique to generate ideas and solve problems. This method encouraged people to share their ideas freely, no matter how wild, and suspend judgment during the idea-generation process. Brainstorming has since been incorporated into many problem-solving workshops.
Quality circles . In the 1960s, Japanese companies introduced quality circles, which are small groups of employees who meet regularly to discuss and solve work-related problems. These circles aimed to improve the quality of products and processes by involving employees in problem-solving and decision-making. The concept of quality circles has inspired many problem-solving workshops in various industries.
Design thinking . The design thinking methodology, pioneered by companies like IDEO and Stanford University’s d.school, has played a crucial role in shaping modern problem-solving workshops. Design thinking is a human-centered approach to problem-solving that encourages empathy, experimentation, and collaboration. It involves a series of steps, such as empathizing, defining, ideating, prototyping, and testing, which can be adapted to various problem-solving workshop formats.
Lean and Agile methodologies . Lean and Agile methodologies, which originated in the manufacturing and software development sectors, respectively, have also influenced problem-solving workshops. These approaches emphasize collaboration, continuous improvement, and rapid iteration to achieve better results.
Facilitation techniques . The growth of professional facilitation has also impacted problem-solving workshops. Skilled facilitators use various tools and techniques to guide groups through problem-solving processes, ensuring that the workshop’s objectives are met and that participants stay engaged and focused.

Why should I conduct a problem-solving workshop?

Conducting a problem-solving exercise can be beneficial in several ways. It can help individuals or teams to:

Identify the root cause of a problem . By engaging in a structured problem-solving exercise, participants can gain a deeper understanding of the issue and identify the underlying causes.
Generate new ideas and solutions . By brainstorming and evaluating various solutions, individuals or teams can develop creative and effective solutions that they may not have thought of otherwise.
Encourage collaboration and teamwork . Collaborative problem-solving exercises can foster a sense of teamwork and create a shared sense of ownership and responsibility for the problem and the solution.
Improve decision-making . By evaluating various options and considering different perspectives, participants can make informed and effective decisions that take into account a wide range of factors.
Enhance learning and development . Problem-solving exercises can provide opportunities for individuals or teams to learn new skills, practice critical thinking, and develop problem-solving abilities that can be applied to future challenges.

How to run a problem-solving workshop

Step 1: assemble a well-rounded team.

Gather individuals with diverse backgrounds, skill sets, and perspectives who are relevant to the problem at hand. This may include team members, cross-functional collaborators, subject matter experts, or stakeholders. A diverse group will enhance the ideation process and facilitate a more comprehensive understanding of the issue.

Consider the following factors:

Diversity . Assemble a team with a mix of expertise, backgrounds, perspectives, and roles relevant to the problem. Diversity encourages creative thinking and helps avoid groupthink or blind spots.
Relevant stakeholders . Ensure that key stakeholders, including decision-makers, subject matter experts, and those directly affected by the problem, are included in the workshop. Their insights and buy-in are crucial for the success of the proposed solutions.
Size of the group . Aim for a group size that allows for effective collaboration and communication. Ideally, the group should be large enough to generate a variety of ideas but small enough to facilitate productive discussions. Typically, a group of 6-10 participants is considered optimal for a problem-solving workshop.
Team dynamics . Select participants who are open-minded, willing to collaborate, and capable of engaging in constructive discussions. The right balance of personalities is essential for fostering a positive atmosphere and effective teamwork.
Establish clear roles . Assign roles and responsibilities to participants, such as a facilitator to guide the workshop, a timekeeper to monitor progress, and a note-taker to document key points and decisions. Clearly defined roles help ensure the smooth flow of the workshop.
Preparation . Communicate the workshop’s purpose, goals, and expectations to participants beforehand. Encourage them to familiarize themselves with the problem and come prepared with any relevant data or insights. This will enable a more focused and productive discussion during the workshop.

Step 2: Establish the Objective and Scope

Clearly define the purpose and goals of the workshop. Ensure that all participants understand the problem to be addressed, its context, and any constraints or limitations. Set a time limit for the workshop to maintain focus and efficiency.

Consider the following:

Preparation and research . A facilitator should be well-prepared with a thorough understanding of the problem, its context, and the workshop’s objectives. This may involve conducting research, reviewing relevant materials, and consulting with key stakeholders or subject matter experts beforehand.
Active listening . Practice active listening during the workshop to ensure participants feel heard and understood. Encourage questions and clarifications to address any misunderstandings or ambiguities regarding the problem, scope, or objectives.
Flexibility and adaptability . Be prepared to adjust the workshop’s objectives or scope if new information or insights emerge during the discussion. Maintain an open-minded approach and adapt to the needs of the group while ensuring that the workshop remains focused and productive.
Time management . Monitor the workshop’s progress and allocate time appropriately for each stage. If necessary, intervene to refocus the discussion, maintain momentum, or transition to the next step in the problem-solving process.

Each of the following workshop exercises can contribute to the success of establishing a clear objective and scope by helping participants gain a deeper understanding of the problem, its context, and the needs of those affected, leading to a clearer definition of the objective and scope:

Six Thinking Hats . This exercise, developed by Edward de Bono, encourages participants to approach the problem from six different perspectives, represented by metaphorical “hats.” These perspectives are: facts and information (white hat), emotions and feelings (red hat), cautious and critical thinking (black hat), optimistic and positive thinking (yellow hat), creative and alternative thinking (green hat), and process and organization (blue hat). This technique can help the group establish a more comprehensive understanding of the problem, its context, and potential constraints, leading to a clearer definition of the objective and scope.
Stakeholder Mapping . In this exercise, participants identify and analyze the key stakeholders involved in or affected by the problem. This helps the group understand the different perspectives, priorities, and needs of these stakeholders, providing valuable context for the problem-solving process. By considering stakeholder needs and concerns, the workshop can better define the objective and scope while ensuring that potential solutions address relevant issues.
Empathy Mapping . This exercise helps participants gain insight into the needs, motivations, and challenges of the individuals affected by the problem, such as customers, users, or team members. By creating an empathy map, the group can better understand the problem from the perspective of those who are directly impacted. This understanding can help the group establish a clearer and more focused objective and scope for the workshop, ensuring that potential solutions address the most critical concerns of the affected individuals.

Step 3: Identify the Right Problem and Root Cause

Begin the workshop by collectively discussing the problem to gain a deeper understanding of its nuances. Use techniques like the 5 Whys or Fishbone Diagram to identify the root cause of the problem, ensuring that the team’s efforts are directed towards solving the underlying issue rather than merely addressing symptoms.

Approach this step with a well-defined strategy that guides participants through the process of understanding the problem and its underlying factors. The facilitator plays a pivotal role in creating an environment that encourages open and honest dialogue, allowing participants to share their insights and collectively work towards identifying the root cause.

Strike a balance between allowing sufficient time for discussions and ensuring that the workshop maintains momentum and stays on track. The facilitator may need to intervene occasionally to refocus the conversation or steer the group towards the desired outcome.

Be prepared to adapt to the evolving dynamics of the workshop. They must be flexible and responsive to new insights or challenges that emerge during the discussions. If necessary, the facilitator may need to adjust the workshop’s objectives, scope, or methodology to ensure that the group remains focused on addressing the problem’s root cause.

Consider using one of these workshop exercises to identify the right problem:

Five Whys . This technique involves asking “Why?” repeatedly to dig deeper into the problem and uncover the root cause. By using this approach in the workshop, participants can move beyond surface-level symptoms to identify the true source of the issue. The facilitator can guide the group through the Five Whys exercise, ensuring that the discussion stays focused and productive.
Fishbone Diagram . Also known as the Ishikawa or cause-and-effect diagram, this tool visually represents the relationship between a problem and its potential causes. Participants brainstorm and categorize potential causes into distinct branches, which can help the group identify the root cause. The facilitator can lead the group through the Fishbone Diagram exercise, encouraging them to consider various aspects of the problem and promoting a comprehensive understanding.
Round Robin . This brainstorming technique involves giving each participant a chance to contribute an idea or perspective on the problem in a structured and organized manner. This ensures equal participation and helps to gather diverse insights. Using the Round Robin method, the facilitator can facilitate discussions on the problem’s root cause by encouraging participants to share their thoughts and perspectives without interruption.
Force Field Analysis . This exercise helps participants identify the driving and restraining forces that influence a problem. By analyzing these forces, the group can gain a deeper understanding of the underlying factors contributing to the issue. The facilitator can guide participants through the Force Field Analysis, helping them to identify and assess the various forces at play and facilitating discussions on how these forces might relate to the root cause of the problem.

Step 4: Generate Ideas to Solve the Problem

Encourage participants to brainstorm solutions, emphasizing the importance of open-mindedness and creativity. Utilize techniques like mind mapping, round-robin, or the six thinking hats to foster an environment conducive to idea generation. Ensure that all participants have an opportunity to share their thoughts, and discourage judgment or criticism during this stage.

Make sure that all participants feel comfortable sharing their ideas, no matter how unconventional they may seem. This requires the facilitator to create a non-judgmental and supportive atmosphere that promotes inclusivity and equal participation.

One critical aspect for the facilitator is the use of various brainstorming techniques and ideation exercises that can stimulate creative thinking and encourage diverse perspectives. By employing a mix of individual and group activities, the facilitator can cater to different thinking styles and preferences, ensuring that everyone contributes to the ideation process.

These workshop exercises are great for generating ideas to solve the problem you identified:

Mind Mapping . This technique helps to visually organize information around a central concept, allowing participants to generate ideas in a structured manner. It encourages them to think about the problem from different perspectives and make connections between seemingly unrelated ideas, which can lead to creative solutions.
Crazy Eights . In this exercise, participants are given eight minutes to sketch out eight different ideas on a piece of paper. The time constraint forces them to think quickly and encourages them to generate a wide variety of ideas. By sharing and discussing their sketches afterward, the group can build upon each other’s ideas and develop more innovative solutions.
Reverse Brainstorming . This technique prompts participants to think about the problem from an opposite perspective, by asking them to come up with ways to make the situation worse. By challenging conventional thinking, reverse brainstorming helps uncover new insights and approaches that may not have been considered otherwise.
How Might We . This exercise frames the problem as an open-ended question, starting with the phrase “How might we…?”. This positive and optimistic framing encourages participants to think creatively and generate ideas without constraints. The open-ended nature of the question also promotes collaboration, as participants can build on each other’s ideas to find innovative solutions.
Forced Analogy . In this exercise, participants are asked to draw analogies between the problem at hand and unrelated objects or scenarios. This encourages them to think about the problem from a new perspective and come up with creative ideas that they may not have considered otherwise. The forced analogy technique can reveal hidden connections and inspire innovative solutions.
SCAMPER . This is an acronym for Substitute, Combine, Adapt, Modify, Put to another use, Eliminate, and Reverse. Participants are prompted to think about the problem and generate ideas using each of these seven approaches. The SCAMPER technique encourages participants to look at the problem from different angles and find unique solutions.

Step 5: Evaluate and Refine Ideas

Once a range of potential solutions has been generated, evaluate their robustness and viability. Encourage participants to consider potential challenges, drawbacks, and risks associated with each idea. Use a decision matrix, SWOT analysis, or other evaluation tools to help compare and prioritize the proposed solutions.

Seek to create an environment where participants feel comfortable sharing their opinions and ideas while also being open to constructive feedback. The facilitator must balance encouragement and critical thinking, promoting an atmosphere where ideas are assessed objectively, and their merits and drawbacks are examined thoroughly.

Be aware of any biases, power imbalances, or dominant personalities that may influence the evaluation process. By skillfully navigating these dynamics, the facilitator can ensure that all voices are heard and that the evaluation process remains objective and fair.

These workshop exercises are great for evaluating and refining ideas.

SWOT Analysis . This exercise requires participants to analyze the strengths, weaknesses, opportunities, and threats associated with each proposed solution. By conducting a SWOT Analysis, the group can thoroughly evaluate the viability and potential impact of each idea, identifying potential challenges and opportunities.
Pros and Cons . In this exercise, participants list the advantages and disadvantages of each proposed solution. This method encourages participants to think critically about the potential outcomes of each idea, enabling the group to make a more informed decision.
Poster Session . In this exercise, each proposed solution is presented on a poster, and participants are given time to review and provide feedback on each idea. The Poster Session promotes thoughtful consideration of each solution and allows for open discussion and collaborative evaluation.
Plus/Delta . This exercise involves participants identifying the positive and negative aspects of an idea or solution. It can help to refine ideas by focusing on the strengths and weaknesses of each one.
Affinity Mapping . This exercise involves grouping similar ideas together and can help to identify common themes and patterns. It can help to refine ideas by clarifying the relationships between different solutions.
Assumptions Collection . This exercise involves identifying assumptions that have been made about the problem or solution and testing them to see if they are valid. It can help to refine ideas by identifying any flawed assumptions and correcting them.
Force Field Analysis . This exercise involves identifying the forces that are supporting and opposing a proposed solution. It can help to refine ideas by addressing the barriers and challenges that need to be overcome for the solution to be successful.

By incorporating these workshop exercises, participants can thoroughly evaluate the proposed ideas to ensure they are robust and viable. These

Step 6: Select the Best Solution

As a group, decide on the most promising solution(s) based on the evaluation process. Discuss the reasoning behind the selection and ensure that all participants are on board with the decision.

To promote objectivity, encourage the use of predefined criteria or frameworks for evaluating the proposed solutions. By providing a structured approach to decision-making, participants will be better equipped to weigh the pros and cons of each idea, ultimately leading to a more informed choice.

This will also help you maintain a neutral stance throughout the selection process, allowing the group to discuss and debate the merits of each solution without bias. As a facilitator, your goal is to ensure that the group focuses on the problem at hand and avoids getting sidetracked by personal preferences or interpersonal conflicts.

If you see that the group is struggling to reach a consensus, you might need to guide them toward a decision. By summarizing the key points of the discussion and highlighting the most promising solutions, the facilitator can help the group make a well-informed decision that best addresses the problem.

The following workshop exercises are great for facilitating the selection process:

Dot Voting . This method helps participants prioritize solutions by giving them a limited number of dots or stickers that they can distribute among the proposed ideas. The solutions with the most votes are considered the most promising and can be further discussed or refined.
Fist to Five . This technique allows the group to quickly gauge the level of support for each solution. Participants indicate their level of agreement by raising a certain number of fingers (1 to 5), with five fingers signifying strong support. The solutions with the highest average scores are deemed the most favorable.
Stack Ranking . In this exercise, participants rank the proposed solutions in order of preference, assigning a unique position to each idea. The facilitator then tallies the rankings and determines the overall order of preference for the group. This helps identify the top solutions based on collective input.
Trade-off Sliders . This method encourages participants to consider the pros and cons of each solution by using sliders to represent various criteria, such as cost, time, or quality. Participants adjust the sliders to visually represent the trade-offs they are willing to make, and the facilitator synthesizes the results to identify the most viable solutions.
SWOT Analysis . By evaluating each solution’s strengths, weaknesses, opportunities, and threats, participants can gain a comprehensive understanding of the potential outcomes and risks associated with each idea. This structured analysis helps the group make a more informed decision about which solution is best suited to address the problem.
Decision Matrix . The facilitator creates a matrix with the proposed solutions as rows and the evaluation criteria as columns. Participants then score each solution based on how well it meets the criteria. The solution with the highest total score is considered the best option. This method promotes objective decision-making and allows for a clear comparison of the proposed solutions.
Priority Mapping . This technique involves visually mapping ideas based on their importance and urgency. By using Priority Mapping, the group can quickly identify the most critical and time-sensitive ideas, ensuring that the most pressing solutions are prioritized for implementation.

Step 7: Develop a Plan for Implementation or Testing

With the chosen solution(s) in hand, create a detailed plan outlining the steps required for implementation or testing. Assign responsibilities, establish deadlines, and set milestones to ensure accountability and progress. Consider creating a pilot project or running tests to validate the effectiveness of the solution before a full-scale implementation.

Seek to guide the group in setting realistic timelines and defining clear roles and responsibilities. This involves promoting open communication, ensuring that everyone’s input is valued, and addressing any concerns that may emerge.

You might also consider to spend time establishing key metrics for monitoring success and setting up checkpoints to evaluate the success of the implementation, enabling the team to learn from their experiences and iterate on the solution as necessary.

The following workshop exercises work great for exploring an creating an implementation plan.

Project timeline . A project timeline is an effective way to help the team map out the key milestones, tasks, and deadlines involved in implementing the chosen solution. It allows the team to visualize the project’s overall progress and identify potential issues that may arise during the implementation process.
Future-Back Planning . Future-Back Planning is a technique that helps the team envision what success will look like in the future and work backward to identify the necessary steps to achieve that success. This approach can help the team develop a clear vision and strategy for implementing the solution.
RACI Matrix . A RACI Matrix is a tool that can be used to clarify roles and responsibilities during the implementation process. It helps ensure that each team member understands their role in the project and can help prevent confusion or misunderstandings.
Dependency Map . A Dependency Map is a visual tool that helps the team identify the interdependencies between different tasks or components of the project. This can help the team develop a more realistic and feasible plan for implementing the solution.
Sailboat . The Sailboat exercise can be used to help the team identify potential obstacles or challenges that may arise during the implementation process. It involves visualizing the solution as a sailboat and identifying the factors that may help or hinder its progress towards the desired destination. This exercise can help the team proactively address any potential roadblocks and develop a plan to overcome them.

Step 8: Follow Up and Iterate

After the workshop, monitor the progress of the solution’s implementation or testing. Gather feedback, evaluate results, and make any necessary adjustments or refinements. Encourage open communication among participants, and consider scheduling follow-up meetings to review progress and address any emerging challenges.

The solution that was chosen may need to be adjusted or refined based on feedback or unexpected challenges that arise. As a facilitator, you should encourage team members to share their thoughts and ideas and foster an environment where experimentation and iteration are encouraged.

Find ways celebrate successes and acknowledge the efforts of the team throughout the process. This can help maintain morale and motivation for continued improvement and innovation.

Typical pitfalls when running a Problem-Solving Workshop

Finding the Right Facilitator . Finding a facilitator who is knowledgeable and experienced in problem-solving techniques can be a challenge. It is important to find someone who can effectively lead the workshop and ensure that all participants are engaged and productive.
Establishing Clear Goals . Establishing clear goals for the workshop is essential for its success. Without a clear understanding of the objectives, it can be difficult to ensure that the workshop is productive and successful.
Creating an Engaging Environment . Creating an engaging environment for the workshop is key to its success. Participants need to feel comfortable and be able to focus on the task at hand.
Managing Time . Time management is essential for a successful workshop. It is important to ensure that the workshop is structured in a way that allows for productive discussion and problem-solving.
Ensuring Participation . Ensuring that all participants are actively engaged in the workshop is essential. It is important to create an environment where everyone feels comfortable to contribute and share their ideas.

Google is known for its commitment to fostering a culture of innovation and continuous improvement. The company regularly conducts workshops, hackathons, and brainstorming sessions to encourage creative problem-solving among employees. Google’s “20% time” policy, which allowed employees to dedicate 20% of their time to side projects, has led to the development of successful products like Gmail and Google Maps.

IDEO, a global design consultancy, is renowned for its human-centered, collaborative approach to problem-solving called “design thinking.” The company conducts workshops, both internally and for clients, to tackle complex challenges and create innovative solutions. This approach has helped IDEO to develop breakthrough products, such as the Apple mouse and the Palm V PDA.

Procter & Gamble (P&G)

P&G is a consumer goods company that has leveraged problem-solving workshops and open innovation programs to drive growth. They have held workshops and innovation sessions, such as the “Clay Street Project,” where cross-functional teams come together to tackle complex challenges and create new products. The company’s innovation initiatives have resulted in successful products like Swiffer, Febreze, and Mr. Clean Magic Eraser.

LEGO, the toy company known for its iconic plastic bricks, has used problem-solving workshops to foster innovation and drive business growth. The company has employed design thinking workshops to explore new product ideas and refine existing ones. LEGO’s commitment to problem-solving and innovation has led to the creation of successful product lines such as LEGO Mindstorms, LEGO Architecture, and LEGO Ideas.

What is the purpose of the workshop?
What are the objectives of the workshop?
Who will be attending the workshop?
What topics will be covered in the workshop?
What methods will be used to facilitate problem-solving?
What is the expected outcome of the workshop?
How will the success of the workshop be measured?
What is the timeline for the workshop?
What is the budget for the workshop?

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Mastering the Six-Step Problem Solving Model – A Comprehensive Guide for Success

Introduction.

Problem solving skills are a crucial aspect of life. Whether it’s tackling complex issues in the workplace or finding solutions to everyday challenges, being able to effectively solve problems is essential. One popular approach to problem-solving is the Six-Step Problem Solving Model. This model provides a structured and systematic way of approaching problems, enabling individuals and teams to arrive at effective solutions. In this blog post, we will delve into each step of the Six-Step Problem Solving Model and explore techniques and strategies for successful problem solving.

Step 1: Identify and define the problem

Before diving into finding a solution, it is imperative to clearly identify and define the problem at hand. Without a clear understanding of the problem, it becomes difficult to develop effective solutions. One technique for identifying the problem is to ask the right questions. By asking probing questions, you can gain a deeper understanding of the issue and its impact on various aspects.

Gathering relevant information is a vital aspect of defining the problem. This can be done through research, data analysis, or relying on the expertise of individuals who have faced similar issues. The more information you gather, the better equipped you will be to define the problem accurately.

Step 2: Analyze the problem

Once the problem is defined, it is crucial to analyze it thoroughly. This involves exploring the root causes of the problem. By identifying the underlying factors contributing to the problem, you can develop strategies to address them effectively.

Analytical tools and techniques can aid in this step. One such tool is the cause-and-effect diagram, also known as the fishbone diagram. This diagram helps visualize the multiple causes that contribute to a problem, enabling a comprehensive analysis. Other tools, such as SWOT analysis or Pareto analysis, can be utilized depending on the nature of the problem.

Step 3: Generate potential solutions

Brainstorming and creative thinking play a crucial role in the third step of the Six-Step Problem Solving Model. This is the stage where you generate as many potential solutions as possible, without evaluating them yet. Encouraging a free flow of ideas without judgment can lead to innovative and out-of-the-box solutions.

After generating a list of potential solutions, it’s time to evaluate their feasibility and effectiveness. Consider factors such as the resources required, the time frame, and the impact on stakeholders. Prioritize the solutions based on these considerations and shortlist a few viable options.

Step 4: Select the best solution

Choosing the best solution from the shortlisted options requires a careful evaluation process. Consider various factors such as the potential positive outcomes, potential risks, and the resources required for implementation. One useful tool in this step is decision matrix analysis. This tool allows you to objectively compare and evaluate different solutions based on predetermined criteria.

Remember that the best solution might not be perfect, but it should have a higher probability of success and address the root causes identified in the analysis phase.

Step 5: Implement the chosen solution

Once you have selected the best solution, it’s time to develop an action plan for implementation. The action plan should outline the necessary steps, allocate resources, and set clear timelines for each task. It’s important to involve all relevant stakeholders in this phase to ensure their buy-in and cooperation.

During implementation, it’s common to encounter obstacles and risks. It is important to anticipate and proactively address these challenges. Regular communication and monitoring of progress can help identify potential risks and resolve issues in a timely manner.

Step 6: Evaluate the results and make adjustments

After implementing the chosen solution, it is crucial to evaluate its effectiveness. Assess whether the solution has successfully addressed the problem and achieved the desired outcomes. This evaluation can be done through various means such as surveys, feedback from stakeholders, or quantitative measurements.

If the solution did not produce the desired results, it’s important to make adjustments and improvements. This might involve revisiting the problem definition, analyzing the root causes more deeply, or even considering alternate solutions. Continuous improvement is key to success in problem-solving endeavors.

The Six-Step Problem Solving Model provides a systematic approach to addressing and resolving problems. By following these steps, individuals and teams can enhance their problem-solving skills and arrive at effective solutions. Remember to always start with a clear definition of the problem, analyze it thoroughly, generate potential solutions, select the best solution, implement it carefully, and evaluate the results before making adjustments. By applying this model, you can tackle complex problems with confidence and achieve success in your problem-solving endeavors.

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Tuesday, May 15, 2012

The Six-Step Problem-Solving Process

Select the problem to be analyzed
Clearly define the problem and establish aprecise problem statement
Set a measurable goal for the problem solving effort
Establish a process for coordinating with and gaining approval of leadership
Identify the processes that impact the problem and select one
List the steps in the process as it currently exists
Map the Process
Validate the map of the process
Identify potential cause of the problem
Collect and analyze data related to the problem
Verify or revise the original problem statement
Identify root causes of the problem
Collect additional data if needed to verify root causes
Establish criteria for selecting a solution
Generate potential solutions that will address the root causes of the problem
Select a solution
Gain approval and supporter the chosen solution
Plan the solution
Implement the chosen solution on a trial or pilot basis
If the Problem Solving Process is being used in conjunction with the Continuous Improvement Process, return to Step 6 of the Continuous Improvement Process
If the Problem Solving Process is being used as a standalone, continue to Step 5
Gather data on the solution
Analyze the data on the solution
Achive the desired results?
If YES, go to Step 6.
If NO, go back to Step 1.
Identify systemic changes and training needs for full implementation
Adopt the solution
Plan ongoing monitoring of the solution
Continue to look for incremental improvements to refine the solution
Look for another improvement opportunity

4 comments:

Tim, This is a good guideline for any practitioner to follow. I wish I had this a few weeks ago. A client liked a training deck I prepared but didn't want to confuse anyone with terms like Deming Cycle and such. The final version of PDCA was a 6 step process improvement method that's very similar to yours. Thanks for sharing. Cheers, Chris

Thank you for you brief and easy to understand on each step problem solving above.

Wonderful. Well Explained. Thank you for sharing

I mapped this to PDCA and observed that the first 3 steps correspond to P, the next 3 to D, C and A respectively. This Show that indeed planning is the most important step in PDCA.

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Six Steps to Develop an Effective Problem-Solving Process

by Rawzaba Alhalabi Published on November 1, 2017

Problem-solving involves thought and understanding. Although it may appear simple, identifying a problem may be a challenging process.

“Problems are only opportunities in work clothes”, says American industrialist Henry Kaiser. According to Concise Oxford Dictionary (1995), a problem is “ doubtful or difficult matter requiring a solution” and “something hard to understand or accomplish or deal with.” Such situations are at the center of what many people do at work every day.

Whether to help a client solve a problem, support a problem-solver, or to discover new problems, problem-solving is a crucial element to the workplace ingredients. Everyone can benefit from effective problem-solving skills that would make people happier. Everyone wins. Hence, this approach is a critical element but how can you do it effectively? You need to find a solution, but not right away. People tend to put the solution at the beginning of the process but they actually needed it at the end of the process.

Here are six steps to an effective problem-solving process:

Identify the issues, understand everyone’s interests, list the possible solutions, make a decision, implement the solution.

By following the whole process, you will be able to enhance your problem-solving skills and increase your patience. Keep in mind that effective problem solving does take some time and attention. You have to always be ready to hit the brakes and slow down. A problem is like a bump road. Take it right and you’ll find yourself in good shape for the straightaway that follows. Take it too fast and you may not be in as good shape.

Case study 1:

According to Real Time Economics, there are industries that have genuinely evolved, with more roles for people with analytical and problem-solving skills. In healthcare, for example, a regulatory change requiring the digitization of health records has led to greater demand for medical records technicians. Technological change in the manufacturing industry has reduced routine factory jobs while demanding more skilled workers who can operate complex machinery.

Case study 2:

Yolanda was having a hard time dealing with difficult clients and dealing with her team at the office, so she decided to take a problem-solving course. “I was very pleased with the 2-day Problem Solving program at RSM. It is an excellent investment for anyone involved in the strategic decision-making process—be it in their own company or as a consultant charged with supporting organizations facing strategic challenges.“

Yolanda Barreros Gutiérrez, B&C Consulting

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Having read this I believed it was extremely enlightening. I appreciate you taking the time and energy to put tis informative article together. I onc again findd myself spending a significant amount of time both reading and leavfing comments. But so what, it was still worth it!

How To Prepare For A Problem-solving Workshop

Imagine sitting in a room with a firm of doctors. Each specialist carefully analyses every facet of a patient’s case. Everyone with their knowledge at play is geared to provide viable solutions to address the challenges they face.

Although the software design world may seem like a far cry from the medical field, they share a fundamental similarity: both revolve around problem-solving. Designers apply multiple practices to validate and authenticate solutions with our partners.

To align everyone, we set up Problem-Solving Workshops (PSWs). At its core, PSWs are a space to solve problems. Our team will dissect every aspect of the problem, identify potential challenges, and find the best solutions. Finally, we validate the process through testing.

Neil Webb, Design Producer and problem-solving workshop facilitator at MOHARA, shed light on how this process works by answering a few of our probing questions.

What Are Problem-Solving Workshops?

A problem-solving workshop is a collaborative event or session where participants come together to identify, analyse, and develop solutions for a specific problem or set of problems.

It could be a show-stopper of a problem that has stopped work or a way to identify improvement backlog items for your next sprint. The main goal of this process is to foster creative thinking, encourage teamwork, and facilitate learning by sharing ideas, experiences, and perspectives.

A typical problem-solving workshop can take many forms but include the following steps:

➡️ Define the problem: Clearly define and understand the problem(s) to be addressed.

➡️ Brainstorming: Encourage open discussion and the sharing of ideas, allowing participants to think freely and creatively.

➡️ Analysis and evaluation: Analyse and evaluate the proposed ideas, considering their feasibility, effectiveness, and potential impact.

➡️ Solution development: While considering available resources and constraints, develop and refine the most promising ideas into actionable solutions.

➡️ Implementation planning: Create a detailed plan for implementing the chosen solution(s), including timelines, responsibilities, and resource allocation.

At MOHARA, our problem-solving workshops are our take on a Google design sprint . It is a time-constrained, rapid five-stage process to answer essential product questions. It speeds up the design process and lets you quickly test and iterate your ideas.

As a result, you can shortcut the endless debate cycle and compress months of thinking and iteration into a single idea. Therefore, you are reducing risk at a basic level and saving a founder time and money.

What Are the Fundamentals of Setting Up a Problem-Solving Workshop?

Running a successful problem-solving workshop needs the founder’s support. Given that it is their idea and they have already devoted considerable time and effort to research, their insights are extremely valuable. Communicate the workshop’s objectives and deliverables to get the founder’s buy-in.

Assemble a workshop team of five to seven people including a Facilitator, a Lead Designer, a Lead Engineer, and possibly an Engagement Lead. In the case of a large organisation, including more than one stakeholder from the company – ideally subject matter experts – enriches the collaboration and decision-making process.

How Do You Facilitate a Problem-Solving Workshop?

The process should begin with a week of research, onboarding, and setup. To start with, one has to understand the most significant root cause of any given problem.

To achieve this, we interview the client and other key stakeholders and ask them to fill out a pre-workshop questionnaire. This information helps the MOHARA team understand the founder’s vision and long-term goals.

A traditional in-person workshop happens over four to five days. The activities on the first day are all about aligning ourselves as a team to understand the users, their needs, and the different challenges they may face during the product development cycle.

Several problem-solving techniques can be used to brainstorm solutions and get the best outcome. The idea is to choose your product’s most suitable and effective strategy.

How Does Conducting Remote Problem-Solving Workshops Impact the Process?

The shift to remote work has altered our approach to conducting workshops. While we at MOHARA are accustomed to working remotely, the absence of in-person sessions does pose some challenges.

Usually, we can go through the different phases within a week. But, remotely, it’s slightly different: you can’t have someone in a workshop call all day long; the sessions are intense and require a lot of focus.

We must slow things down for the sake of everyone taking part because these sessions help us understand whether users will receive a feature or product well.

We split the PSWs into one or two workshops a week. We then build the prototype, providing daily feedback and ensuring the founder understands what we’re doing, and why.

Having the Right Setup Is Essential for a Remote PSW

For a problem-solving workshop to be successful, the right setup is critical. When we are conducting a session remotely, we do the following:

➡️ Prebuilt templates: Templates are designed in advance for different sessions. The templates help guide all participants through multiple activities and checkpoints and revisit relevant information at any point.

➡️ Set up whiteboard software: We also use interactive whiteboard products to create a space for collaboration and review. Timelines, key deliverables, and communication are other significant factors in ensuring the process is smooth, and that the client feels comfortable and understands where we are going.

What Are the Next Steps?

Participants envision the solution to an identified problem during an ideation session where they sketch out ideas and concepts. The aim is to look for as many ideas as possible and examine examples and relevant cases they have come across elsewhere.

The team will then consider how certain features could resolve a critical challenge. There may be many ideas on how to solve the challenge faced, so the next decision-making stage is very valuable. The team and stakeholders decide which solution and critical features they would like to test and then turn that solution into a high-fidelity prototype.

The last part of the problem-solving workshop focuses on qualitative testing. We want to gain valuable feedback from actual users, so selecting them carefully is imperative. We ask participants to perform tasks, usually using specific user interfaces. While the participant completes each task, we observe the participant’s behaviour and listen for feedback.

What Role Does Prototyping Have in a Workshop Process?

Much of this process is about speed. We do not want to start building anything in code at this stage. Instead, using Figma – our prototyping tool of choice – the designer will lay out various screens and connect them with the specific steps we want users to take.

Based on some of the critical questions defined in our sessions, we will share a link with the users and then give them particular tasks we want them to carry out. We can then test which, if any, of our assumptions were correct, and start to think about some of the primary user journeys, the user experience, and other core features.

What Are the Most Overlooked Aspects of a Problem-Solving Workshop?

There are three aspects of a problem-solving workshop that is often overlooked:

🔶 It’s not a design sprint

It’s important to understand that the entire process is not just about design. There needs to be some technical expertise as well. That is why we don’t call these Design Sprints but rather PSWs. It’s about using design and engineering to solve a problem.

🔶 It’s essential to keep the energy up

One of the significant challenges regarding remote workshops is how much energy is required. If you’re in a room full of people like we used to be, you could generate solutions, get everyone together and build up the excitement.

However, doing it over a screen is tricky. It’s challenging to keep things energised and to avoid reviewing the same points and using valuable time.

🔶 Inclusion is also essential

The idea, especially with remote PSWs, is to ensure everyone has a voice. Only some people will speak up in a session. Naturally, some people are more vocal than others, and these people will generally lead the conversation.

If someone else, however, is given the opportunity to share even the slightest valuable insight, it could change the whole direction of the team’s solutions. It only takes one comment, or perhaps a note. For this reason, everyone must have a voice.

Are There Any Pitfalls?

Several things can go wrong during the process. Someone might drop off a call or have connectivity issues interrupting the flow. We’ve also had situations where the hardware doesn’t work correctly.

From a facilitation point of view, having a plan for each product-solving workshop and a clear outline of what will take place, are essential. That means mapping out the different activities and ensuring people know how long each activity will take. This plan keeps everyone aligned, and the PSW will only be successful with it completed ahead of time.

Lastly, user testing has to be qualitative rather than quantitative because, at this point, you’re asking for detailed information and feedback on the tasks they’ve had to do, particularly to identify any problems. You would need more than quantitative research to get that kind of data.

Do You Have to Check In with Various Stakeholders After the Workshop?

Yes. Client feedback is always valuable. It’s essential to get an update on how they are getting on from a product perspective, as well as gather their insights and feedback on the PSWs process.

Suppose we agree with the client to do further design work post-prototyping or engineering (or both). We would already have discussed those later-stage design phases in more detail during some of the sessions. By the way, this is another reason why having an engineering representative there during these sessions is so valuable.

During the PSWs, we would then compile a list of challenges to write up as questions that we aim to answer with our solution by the end of the workshops. After the PSWs have concluded, we provide feedback in the form of reports with user testing results, including data, a breakdown, and evidence of all the conducted activities.

What Do You Enjoy Most About Setting Up Problem-Solving Workshops?

It’s creative problem-solving at its finest! I enjoy engaging with founders and experiencing their passion for their products. It’s also great to work with the engineers, watch how they engage in the sessions, and identify solutions; having those different viewpoints is essential.

Setting up the workshop is enjoyable, too, because it involves using design tools that are constantly evolving; I am a designer at heart, after all.

Effective planning is the way to foresee risks and aim for success. Now that you have the lowdown on Problem-Solving Workshops, we suggest calling the relevant troops to get started.

It takes a team of experts to navigate challenges and produce a product that makes one proud. So get your tools packed; with Neil’s guidance and tips, you’re certainly off to a good start!

If you find you need more help with problem-solving, why not get in touch with MOHARA?

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What is problem-solving and how to do it right steps, processes, exercises.

The better your problem-solving skills are, the better (and easier!) your life will be. Organized problem-solving is a killer career skill - learn all about it here.

Whether we’re trying to solve a technical problem at work, or trying to navigate around a roadblock that Google Maps doesn’t see – most people are problem-solving every single day .

But how effective are you at tackling the challenges in your life? Do you have a bullet-proof process you follow that ensures solid outcomes, or... Do you act on a whim of inspiration (or lack thereof) to resolve your pressing problems?

Here’s the thing: the better your problem-solving skills are - the better (and easier!) your life will be (both professionally and personally). Organized problem-solving is a killer career (and life!) skill, so if you want to learn how to do it in the most efficient way possible, you’ve come to the right place.

Read along to learn more about the steps, techniques and exercises of the problem-solving process.

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What is Problem-Solving?

We’re faced with the reality of having to solve problems every day, both in our private and professional lives. So why do we even need to learn about problem-solving? Aren’t we versed in it well enough already?

Well, what separates problem-solving from dealing with the usual day-to-day issues is that it’s a distinct process that allows you to go beyond the standard approaches to solving a problem and allows you to come up with more effective and efficient solutions. Or in other words, problem-solving allows you to knock out those problems with less effort.

Just like with any other skill, there’s an efficient way to solve problems, and a non-efficient one. While it might be tempting to go for the quickest fix for your challenge without giving it much thought, it will only end up costing you more time down the road. Quick fixes are rarely (if ever!) effective and end up being massive time wasters.

What separates problem-solving from dealing with the usual day-to-day issues is that it’s a distinct process that allows you to go beyond the standard approaches to solving a problem and allows you to come up with more effective and efficient solutions.

On the other hand, following a systemized clear process for problem-solving allows you to shortcut inefficiencies and time-wasters, turn your challenges into opportunities, and tackle problems of any scope without the usual stress and hassle.

What is the process that you need to follow, then? We’re glad you asked...

The Five Stages of Problem-Solving

So what’s the best way to move through the problem-solving process? There’s a 5-step process that you can follow that will allow you to solve your challenges more efficiently and effectively. In short, you need to move through these 5 steps:

Defining a problem
Ideating on a solution
Committing to a course of action
Implementing your solution
And finally – analyzing the results.

Let’s look at each of those stages in detail.

Step 1: Defining The Problem

The first step might sound obvious, but trust us, you don’t want to skip it! Clearly defining and framing your challenge will help you guide your efforts and make sure you’re focussing on the things that matter, instead of being distracted by a myriad of other options, problems and issues that come up.

For once, you have to make sure you’re trying to solve the root cause, and not trying to mend the symptoms of it. For instance, if you keep losing users during your app onboarding process, you might jump to the conclusion that you need to tweak the process itself: change the copy, the screens, or the sequence of steps.

But unless you have clear evidence that confirms your hypothesis, your challenge might have an entirely different root cause, e.g. in confusing marketing communication prior to the app download.

Clearly defining and framing your challenge will help you guide your efforts and make sure you’re focussing on the things that matter, all the while ensuring that you’re trying to solve the root cause, and not trying to mend the symptoms of it

That’s why it’s essential you take a close look at the entire problem, not just at a fraction of it.

There are several exercises that can help you get a broader, more holistic view of the problem, some of our all-time favorites include Expert Interviews, How Might We, or The Map. Check out the step-by-step instructions on how to run them (along with 5 more exercises for framing your challenge!) here.

When in doubt, map out your challenge, and always try to tackle the bottlenecks that are more upstream - it’s likely that solving them will solve a couple of other challenges down the flow.

You also have to be mindful of how you frame the challenge: resist the urge to include a pre-defined solution into your problem statement. Priming your solutions to a predestined outcome destroys the purpose of following a step-by-step process in the first place!

Steer clear of formulations like:

We need to change the onboarding process... or We need to improve ad copy to increase conversions.

Instead, opt for more neutral, problem-oriented statements that don’t include a solution suggestion in them:

The drop off rate during the onboarding process is too high or Our ad conversion rates are below the norm.

Pro tip: Reframing your challenge as a ‘How Might We’ statement is a great way to spark up new ideas, opening your problem to a broader set of solutions, and is just a great way to reframe your problem into a more positive statement (without implying the possible solution!)

For example, following the onboarding drop-off rate problem we mentioned earlier, instead of framing it as a problem, you could opt for:

How Might We decrease the drop-off rate during the onboarding process?

Find out more about the best exercises for problem framing here!

Now that you have a clear idea of what you’re trying to solve, it’s move on to the next phase of the problem-solving process.

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Step 2: ideating a solution.

Get ready to roll up your sleeves and challenge the status quo! This step of the problem-solving process is all about thinking outside of the box, challenging old assumptions, and thinking laterally.

This stage is the one that tends to cause the most overwhelm in teams because it requires just the right balance of creativity and critical thinking, which tends to cause a lot of friction.

Our best advice?

Let go of the pressure to produce a polished, thought-through solution at this stage. You can hash out the details at a later point. Our goal right now is to come up with a direction, a prototype if you may, of where we want to move towards.

Embrace the “quantity over quality” motto, and let your creative juices flow! Now, we’re not saying you should roll with sub-par ideas. But you shouldn’t get too fixated on feasibility and viability just yet .

Your main goal during this step is to spark ideas, kick off your thinking process in the right direction, venture out of the familiar territories and think outside the box.

For the ideation to be the most effective your team will have to feel safe to challenge the norm and wide-spread assumptions. So lay judgment by side, there is no space for “that’s the way it’s always been done” in this step.

For your ideation sessions to be as efficient as possible, we highly recommend to run them in a workshop setting: this helps reduce the usual drawbacks of open discussions in teams (i.e. groupthink & team politics!)

Our favorite exercises to run during this phase include Lightning Demos, Sketching, and variations of Brainstorming. We crafted an entire article on how to run and facilitate these exercises in a separate article, so check it out of you’re going to be running an ideation session anytime soon!

Step 3: Choosing the Best Strategy & Committing

It’s time to decide which of the ideas that you generated in the last step will be the one you’ll implement.

This step is arguably the hardest one to complete smoothly: groupthink, team politics, differences in opinions and communication styles all make it very hard to align a team on a common course of action.

If you want to avoid the usual pitfalls of team decision-making, we recommend you steer clear of open unstructured discussion. While it’s useful in some scenarios, it’s a poor choice for when you need to make a decision, because it tends to reward the loudest people in the room, rather than give way to the best ideas.

It’s crucial you not only commit to a course of action but get full buy-in from the team. If your team members don’t understand the reasons for a decision, or are not fully onboard, the implementation of your decision will be half-hearted, and that’s definitely not what you want!

To achieve that, opt for anonymized, multi-layered voting, and include guided exercises like Storyboarding to prioritize your ideas.

We’ve gathered the list of our top-rated decision-making exercises, along with step-by-step instructions on how to run them in this article!

As a bonus tip, we recommend you involve a facilitator throughout the entire process. They will help align the team, and guide them through prioritizing and de-prioritizing solutions, as well as defining the next steps.

Pro tip : If you’re not the ultimate decision maker on the issue you’re trying to solve, make sure they’re in the room when the call is being made! Having a Decider in the room ensures that the decisions you come to will actually get executed on after, instead of getting shut down by your superiors after.

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Step 4: implementing your solution.

Here’s a truth that might be hard to swallow: it doesn’t matter how innovative, creative, or original your idea is, if your execution is weak.

One of our favourite illustrations of how this works in practice comes from the book “ Anything you want ” by Derek Sivers. He reveals that ideas should be treated as multipliers of execution. What this means is that a mediocre, “so-so” idea could be worth millions if executed well, while a “brilliant” idea can completely flop with bad execution.

That’s why this step is crucial if you want to really master the problem-solving process.

What do we mean by execution? Everything that happens after the whiteboards are wiped clean and your team starts to action the outcomes of your sessions, be it prototyping, development, or promotion.

But don’t just take our word for it, look at the example of how execution affected Nintendo’s sales:

In the past few years, Nintendo has come up with 3 products: the Wii, the Wii U and the Switch. Check out their sales figures on the graph below - Wii is the clear-cut leader, followed by Switch, and finally Wii U lagging behind.

The Wii was unbelievably successful - it was a genuinely unique, “brilliant”-level idea and it had a “brilliant” execution (20x $10 million = $200 million). It is one of the fastest selling game consoles of all time and it completely took over the market.

The next product was called Wii U and it was a “great” concept but the execution was absolutely terrible. So even though this product was very interesting and innovative, the end result was 15x $1,000 = $15,000.

Finally, Nintendo took the Wii U concept and tried it again with the Switch. The idea was “so so” as it was already done before, but the execution was “brilliant”. So, 5x $10 million = $50 million! Much better.

Excellent execution is more important than a good idea.

Bottom line?

The same idea can either make no dent in the market and damage your share price OR become a market hit and increase your share price dramatically. The only difference between the two scenarios – execution.

So shift your focus from coming up with crazy, innovative, outlandish ideas that will disrupt the market, and concentrate on really nailing down your execution instead.

This is likely the least “workshoppy” step out of the entire problem-solving process because it requires less alignment and decision-making and more..well.. Execution!

But hey, we wouldn’t be called “Workshopper” if we didn't offer you at least one way to optimize and workshopify (yup, we’re making it a thing) your execution process.

Cue in….prototyping.

We’re huge fans of prototyping all big solutions (and testing them!) The main reason?

This saves us time AND money! Prototyping and testing your solutions (especially if they’re time and investment-demanding) is a great way to make sure you’re creating something that is actually needed.

The key with prototyping the right way is to keep it simple. Don’t invest too much time, or resources into it. The goal is to gather data for your future decisions, not to create a near-to-perfect mockup of your solution.

There are LOADS of prototyping forms and techniques, and if you’d like to learn more on the subject you should definitely check out our extensive prototyping guide.

Step 5: Analyzing the Results

You’re nearly done, woo! Now that you have defined the right problem to tackle, brainstormed the solutions, aligned your team on the course of action, and put your plan into action it’s time to take stock of your efforts.

Seek feedback from all involved parties, analyze the data you’ve gathered, look at the bottom line of your efforts, and take a hard look at your problem: did it get solved? And even more than that, did the process feel smoother, easier, and more efficient than it normally is?

Running a retrospective is a great way to highlight things that went well and that you should keep for your next round of problem.solving, as well as pinpoint inefficiencies that you can eliminate.

‍ But which kind of retrospective should you run? There are loads of options, and it’s easy to feel overwhelmed by them all, so we gathered our favorite retrospective variations in this article.

And there you have it, you just completed the cycle of problem-solving. We highly recommend you follow through with all the steps, without leaving any out. They all complement and build on each other, and it’s the combination of all 5 of them that makes the process effective.

Now that you have the problem solving process down, you might be wondering…

Do I need any special skills in order to be able to move through that process?

And the answer is… sort of! More in this in the next section.

Problem-Solving Skills

While your skill set will need to adapt and change based on the challenges you’ll be working on, most efficient problem-solvers have a solid foundation of these key skills:

Active listening. While you might be the expert in the area of your challenge, there’s not a single person on Earth that knows it all! Being open to others’ perspectives and practicing active listening will come in very handy during step 1 of the process, as you’re trying to define the scope and the exact angle of the problem you’re working on.
Analytical approach. Your analytical skills will help you understand problems and effectively develop solutions. You will also need analytical skills during research to help distinguish between effective and ineffective solutions.
Communication. Is there a single area of expertise that DOESN’T require strong communication skills? We honestly don’t think so! Just like with any other life area, clear communication can make or break your problem-solving process. Being able to clearly communicate why you need to solve this challenge to your team, as well as align your team on the course of action are crucial for the success of the process.
Decision-making. Ultimately, you will need to make a decision about how to solve problems that arise. A process without outcomes–regardless of how well thought-out and elaborate–is useless! If you want your problem-solving huddles to be effective, you have to come to grips with prioritization techniques and decision-making frameworks.
Facilitation. Problem-solving revolves around being able to guide a group or a team to a common decision, and facilitation skills are essential in making that happen. Knowing how to facilitate will make it easy to keep the group focussed on the challenge, shortcut circular discussions, and make sure you’re moving along to solving the problem instead of just treading waters with fruitless discussions.

Not checking every single skill of your list just yet? Not to worry, the next section will give you practical tools on how to level up and improve your problem-solving skills.

How to Improve Your Problem-Solving Skills

Just like with any other skill, problem-solving is not an innate talent that you either have or you don’t. There are concrete steps you can take to improve your skills.

Here are some things that will get you closer to mastering the problem-solving process:

Practice, Practice, Practice

Practice makes perfect, and problem-solving skills are no exception! Seek opportunities to utilize and develop these skills any time you can.

If you don’t know where or how to start just yet, here’s a suggestion that will get you up and running in no time: run a quick problem-solving session on a challenge that has been bothering your team for a while now.

It doesn’t need to be the big strategic decision or the issue defining the future of the company. Something easy and manageable (like optimizing office space or improving team communication) will do.

As you start feeling more comfortable with the problem-solving techniques, you can start tackling bigger challenges. Before you know it, you’ll master the art of creative problem-solving!

Use a tried and tested problem-solving workshop

Facilitation is one of the essential skills for problem-solving. But here’s the thing… Facilitation skills on their own won’t lead you to a solved challenge.

While being able to shortcut aimless discussions is a great skill, you have to make sure your problem-solving session has tangible outcomes. Using a tried and tested method, a workshop, is one of the easiest ways to do that.

Our best advice is to get started with a tried and tested problem-solving workshop like the Lightning Decision Jam . The LDJ has all the right ingredients for quick, effective problem solving that leads to tangible outcomes. Give it a go!

Learn from your peers

You may have colleagues who are skilled problem solvers. Observing how those colleagues solve problems can help you improve your own skills.

If possible, ask one of your more experienced colleagues if you can observe their techniques. Ask them relevant questions and try to apply as many of the new found skills i your career as possible.

Learn & Practice the best problem-solving exercises

Having a toolbox of problem-solving exercises to pull from that can fit any type of challenge will make you a more versatile problem-solver and will make solving challenges that much easier for you!

Once you get used to the groove of learning how to combine them into effective sessions or workshops, there’ll be no stopping you. What are some of the most effective problem-solving exercises? Glad you asked! We’ve gathered our favorite ones here, check it out!

And there you have it, you’re now fully equipped for running creative problem-sessions with confidence and ease! Whichever method or exercise you choose, remember to keep track of your wins, and learn as much as you can from your losses!

Anastasia Ushakova

Brand Strategist, Digital Marketer, and a Workshopper.

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Six Steps Demystified

The six-step approach offers a framework for creative problem solving. Although each step is critical, it is important that participants don't forget that conducting RESEARCH on a topic sets up a strong foundation. Being knowledgeable about a topic allows for better understanding of the bigger picture and is a key part of identifying problems as well as generating solutions. Successful problem solvers always have conducted research on the topic.

There are two essential Pre-Steps before starting the six-step process.

Research the topic

Read and analyze the future scene

Underlying Problem

Evaluate Solutions

Action Plan

Develop an Action Plan

The solution idea (which receives the highest total from STEP 5) is described in detail within the action plan. Develop your action plan by relating the idea back to the U.P. Demonstrate how your action plan will achieve what you set out to accomplish in STEP 2 (the KVP and Purpose).

Tips:

Explain in detail the who, what, how why, where, and when of your action plan. Who will carry out the plan or be involved? What will be done to solve the problem? When will the results begin and will it continue? Where will the plan be implemented? Why will this idea positively impact the future scene? How will the action plan be carried out? How does it positively impact the U.P.?

New facts to your action plan may be added, as long as each addition represents a subpart of your action plan.

Sample Format: One approach might be to write five complete paragraphs in elaboration of your action plan.

An overview of the plans steps and stages of implementation ( Who and What ).

Discuss the reasons or logic behind the solution being the best choice ( Why and How the plan solves every aspect of the U.P.).

Discuss potential roadblocks or challenges that will likely confront this action plan, along with ideas or actions for overcoming these obstacles.

Highlight the strengths which Action Plan possess.

Underscore the many positive impacts that the action plan will provide to the whole situation described in the future scene. Provide a justification ( Why and How ) for each positive impact and benefit derived from the implementation of the action plan.

Produce Solution Ideas to the Underlying Problem

Solutions are detailed plans to solve all aspects of the team’s U.P.

Elaborate by indicating WHO will implement the solution idea, WHAT will be done, HOW the solution idea will work, and WHY the solution idea will solve the KVP and Purpose of the U.P.

Elements of the future should be incorporated within these action proposals by utilizing new or special technologies, methods, or procedures that would be effective.

Solution ideas are to be stated as definite proposals (e.g. "will").

Incorporate futuristic aspects in your writing of the solution idea.

Attempt to produce solutions for every relevant category of thought for the future scene as possible.

Generate and Select Criteria to Evaluate Solution Ideas

Brainstorm criteria that question the creative potential and importance of solution ideas. Create criteria which will measure the comparative quality (relevance and/or validity) of your STEP 3 solutions.

Only identify one concern/dimension with each criterion. Avoid the use of "and" in a criterion.

It is helpful to include superlatives words (e.g. least, most, greatest, fewest, etc.).

You can create advanced criteria by considering various aspects of the future scene or your U.P. (KVP or Purpose) within a criterion.

Include the phrase, "which solution will" and phrase each in the form of a question.

Identify Challenges Related to the Topic or Future Scene

Challenges note important concerns, problems, issues, or challenges that have a strong possibility of occurring within the future scene.

Written in statement form.

Stated in terms of possibility (e.g. may, could, might).

Must have relation to the future scene by containing terms or phrases that describe the topic, place, and/or individuals detailed in the future scene.

Challenges may either cause the future scene or result from the future scene.

Explain WHAT the challenge is, WHY it is a challenge, and HOW it relates to the future scene.

Phrase your challenges as cause and effect logic statements.

Attempt to find as many challenges as you can for every relevant category of thought for the future scene (about 12 categories should be your goal).

Incorporate ideas or concepts found during your research when writing the selected challenges from your group’s brainstorming whenever possible.

Select an Underlying Problem

The Underlying Problem (U.P.) is a statement of the most important challenge identified in STEP 1. The selected challenge, if solved, might solve many of the other challenges identified in the Future Scene. A challenge causing other concerns to occur in the scenario is much preferred as the U.P. rather than a challenge resulting from the future scene’s situation.

How To Structure A U.P.: A U.P. should be stated in one question containing the following five basic components.

Condition Phrase: A beginning sentence that describes the most significant challenge selected from STEP 1 that may be causing many other challenges in the future scene. The conditions should describe an effect and a cause arising from the future scene. The conditions are the impetus for the area of concern that the team has chosen for their solution finding. Since and due to (or because) could be a format used to write the condition phrase.

Stem: Phrased as "How might we" or "In what ways might we"

Key Verb Phrase (KVP): One main verb which is active, descriptive, and clear which describes the action that must be done to solve the problem.

Purpose: The what you aim to accomplish by doing the Key Verb Phrase.

Future Scene Parameters (FSP): The geographic location, time, and topic described within the future scene.

The U.P. should address only one issue (one action in the KVP and one goal in the Purpose).

The action stated in your KVP should be clear and the goal or outcome described in your Purpose should be measurable.

Evaluate Solution Ideas to Determine the Better Action Plan

Select your 8 most promising solution ideas and list them in the 8 solution idea blanks of the grid. If you have fewer than 8, list them all. Rank order your solution ideas from 8 (best) to 1 (least effective) relative to each criterion from STEP 4. Ensure that you use each number between 8 and 1 only once in each vertical column. Sum the ratings across the grid to total the ranks given to each solution. The solution with the highest total rank is the solution used to develop your action plan in STEP 6.

It is always helpful to familiarize yourself with the six steps by looking at the full blank booklet and understanding how evaluators review each step through the GIPS Evaluation Scoresheet which can also be found under at the Virtual Center .

The GIPS Key Tips packet found under at the Virtual Center offers more in-depth explanation of each step. If you have any questions about the six steps never hesitate to reach out to our Evaluation Director, so we can offer more insight. Always remember to review the evaluators' scoresheet after each submission and read the feedback which can offer advice on how to further improve.

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The Problem-Solving Process

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

By the Mind Tools Content Team

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

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

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

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

1. Define the Problem

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

2. Analyze the Problem

Ask yourself, and others, the following questions.

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

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

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

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

3. Generate Potential Solutions

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

4. Select Best Solution

When selecting the best solution, consider:

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

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

5. Take Action

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

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

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

6. Monitor and Review

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

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

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

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

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10 Tips for Facilitating Your Problem-Solving Workshop

A problem-solving workshop is a structured approach to address a particular challenge or issue that a team or organization is facing. The workshop is designed to bring together a diverse group of individuals with different perspectives, skills, and knowledge to collaborate on identifying and solving the problem at hand.

The workshop typically involves a series of activities and exercises designed to help participants understand the problem, generate ideas for potential solutions, and evaluate and prioritise those solutions based on a set of criteria or metrics . Depending on the nature of the problem and the desired outcomes of the workshop, the exercises may include brainstorming sessions, group discussions, role-playing exercises, prototyping, or other activities.

The goal of a problem-solving workshop is to create a collaborative, creative, and open environment where participants feel empowered to share their ideas, challenge assumptions, and work together towards a common goal. By bringing together a diverse group of individuals with different perspectives and expertise, the workshop can tap into a wide range of knowledge and experience, which can lead to more innovative and effective solutions.

The workshop may be facilitated by an internal or external facilitator, who can help to guide the participants through the process and keep them focused on the problem at hand. Depending on the complexity of the problem and the size of the group, the workshop may take anywhere from a few hours to several days to complete.

Our top tips for facilitating a problem solving workshop are:

Clearly define the problem: Before starting the workshop, make sure the problem is clearly defined and understood by all participants.
Establish ground rule s: Set clear guidelines for how the workshop will be conducted, including rules for respectful communication and decision-making.
Encourage diverse perspectives: Encourage participants to share their diverse perspectives and experiences, and consider using techniques such as brainstorming to generate a wide range of ideas.
Use a structured process: Utilize a structured problem-solving process, such as the six-step process outlined by the International Association of Facilitators, to guide the workshop.
Promote active listening : Encourage participants to actively listen to each other and seek to understand different viewpoints.
Encourage collaboration : Foster a collaborative atmosphere by encouraging teamwork and shared ownership of the problem-solving process.
Facilitate decision making : Help participants make informed decisions by providing them with the necessary information and resources.
Encourage creativity : Encourage participants to think creatively and outside the box to generate new ideas and solutions.
Monitor and manage group dynamics : Pay attention to group dynamics and intervene as needed to keep the workshop on track and prevent conflicts.
Follow up and review: Follow up on the outcomes of the workshop and review the results to continually improve the problem-solving process.

Here are some exercises that may be more fun and engaging for a problem-solving workshop:

Escape room : Create an escape room-style challenge that requires participants to solve a series of problems to escape the room.
Treasure hunt: Create a treasure hunt that requires participants to solve clues and riddles to find hidden objects or reach a goal.
Charades: Have participants act out different scenarios related to the problem and have the rest of the group guess what they are trying to communicate.
Jigsaw puzzles : Use jigsaw puzzles as a metaphor for solving problems and have participants work together to piece the puzzle together.
Improv games: Use improv games, such as “Yes, And,” to encourage creativity and build teamwork skills.
Scavenger hunt : Create a scavenger hunt that requires participants to solve clues and challenges to find hidden objects or complete tasks.
Board games : Use board games that require problem-solving skills, such as escape room-style games or strategy games, to make problem-solving more interactive and fun.
Puzzle-based challenges: Create puzzle-based challenges that require participants to solve a series of interconnected problems to reach a goal.
Role-playing games : Use role-playing games, such as Dungeons and Dragons, to encourage creative problem solving and teamwork.
Creativity challenges : Use creativity challenges, such as “the Marshmallow Challenge,” to encourage out-of-the-box thinking and teamwork.

In conclusion, a problem-solving workshop can be a powerful tool for teams and organisations looking to tackle complex challenges and drive innovation. By bringing together a diverse group of individuals with different perspectives and expertise, the workshop can create a collaborative, creative, and open environment where participants feel empowered to share their ideas, challenge assumptions, and work towards a common goal.

While the success of a problem-solving workshop depends on many factors, such as the facilitation, the quality of the problem statement, and the engagement of the participants, the potential benefits are significant. By tapping into the collective intelligence of the group, the workshop can generate new ideas, identify blind spots, and build consensus around potential solutions. Moreover, the workshop can help to foster a culture of collaboration, learning, and innovation that can have a lasting impact on the team or organization.

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A3 Problem Solving Method:

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

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

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

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

Step 1 – Define the Problem

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

To begin, ask yourself some clarifying questions:

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

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

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

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

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

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

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

Step 2 – Gather Information and Brainstorm Ideas

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

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

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

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

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

Step 3 – Evaluate Options and Choose the Best Solution

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

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

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

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

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

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

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

Step 4 – Implement and Monitor the Solution

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

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

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

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

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

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

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

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

Daniel Croft

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

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35 problem-solving techniques and methods for solving complex problems

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How do you identify problems?

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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!

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Experience Report

The sun never sets on the problem-solving workshop, about this publication.

A fundamental agile principle is “…the team reflects at regular intervals how to become more effective” The SAFe Inspect and Adapt Problem Solving workshop is a wonderful opportunity for everyone on an Agile Release Train (ART) to reflect on becoming more effective. However, what happens when the ART teams are massively distributed, such that the Sun truly never sets on the ART? How do you provide everyone on the ART an opportunity to reflect and collaborate with others who have similar interests, and not just their local cohorts? How do you enable all to participate in the problem-solving session, to raise and solve problems that are important to them, and not just the problems that are important and visible to “home base” or as we called it, the mother ship? This is the situation we faced at a large multi-national energy company preparing to conduct their first SAFe problem-solving workshop. This is our story for how we executed a problem-solving workshop for an ART on which the Sun never set.

1. INTRODUCTION: “ The Team Reflects at Regular Intervals How to Become More Effective ” – Agile Principles

Agility is not just about continuously learning and adapting the work product, but also reflecting on and adapting the work process itself. Continuous improvement is fundamental to high performing teams and most agile methodologies have a built-in process review like Scrum’s retrospective. The Scaled Agile Framework (SAFe tm ) builds on top of this team level view with a problem-solving workshop that is conducted at the end of a Program Increment (big time box) to understand the opportunities for improvement across all teams on the Agile Release Train (ART).

2. BACKGROUND

Our client is a marquee multi-national energy company with operations around the globe and with an ART spanning the globe. While headquartered in US, teams are located across the US and around the world including London, Buenos Aires, Manila, Perth, and Kazakhstan. Literally, the Sun does no set on the program. Our program was moving applications from the on-premise data center to the cloud. While our program was organized on paper as SAFe Solution Train (a train of trains), it operated very much like an oversized single ART, with over 30 teams and with nearly 400 people involved. Our “train” ran 6 two-week iterations, including a 2-week IP sprint. This was our sixth PI and to date, and while the individual teams conducted team level retrospectives, there had not been an overall review of how the train(s) worked together. As the trains were growing rapidly beyond what heroic ad hoc problem solving could resolve, we decided it was important to start systematically “reflecting at regular intervals how to become more effective” and began planning a SAFe problem solving workshop.

3. NO MOTHERSHIP

The SAFe problem-solving workshop is part of the SAFe Inspect and Adapt event. General guidance for the problem-solving workshop is that it is about a two-hour process, where all members of the ART participate. This creates a fantastic opportunity for people to collaborate with others beyond their immediate team members. There is an implied assumption that everyone is in the same room. This, of course, was totally impossible for us, unless we wanted to fly everyone to corporate head office in the US.

A typical solution to this distribution problem is what we sometimes referred to as the “mothership” approach. We could hold the problem-solving session at the head office – the mothership – and use video collaboration tools like WebEx or GotoMeeting or Zoom to engage everyone else. Unfortunately, this approach was most likely to only give us a North American point of view and not a true global view. We wanted to avoid a North America centric problem-solving session for as one plucky Australian noted, more than 50% of the value of the train came from outside of North America. Experience suggests when there is a face to face mothership style meeting with other members engaging online, the online members are not engaged and are at best lurkers.

Conducting a “mothership” problem solving workshop, could have reinforced the perception that head office was the center of the universe as most of the senior staff such as the RTEs, Program Managers, Architects, were located there. Finally, scheduling a single “mothership” session is not respectful of people because we would be asking a fair portion of the train to participate in the middle of their night. Therefore, we did not want to conduct a “mothership” style of problem-solving workshop. We needed an approach that created the same opportunity for everyone to participate.

4. EVERYONE ONLINE

While co-location and face to face conversations are much touted in the agile community, the reality of large-scale systems development is that many people from around the world collaborate to create those large systems. The Agile Principles were written nearly 20 years ago when collaboration technology was at its infancy. Ideally teams that must work closely together are physically close together, but they still need to interact with their global colleagues. Online collaboration is a fact of life and modern tools offer a fair approximation of a physical face to face meeting. With the decision made to conduct the problem-solving workshop online, the next issue was determining how to run the meeting on a program with a never setting Sun.

5. AN AGENDA FOR A GLOBAL WORKSHOP

SAFe outlines a six-step agenda for the two-hour problem-solving workshop:

Agree on the problem to solve
Apply root cause analysis (5 Whys)
Identify the biggest root cause using Pareto analysis
Restate the problem for the biggest root-cause
Brainstorm solutions
Identify improvement backlog items

It was apparent that we were not going to execute this agenda as a two-hour workshop, at least not if we wanted the entire train to actively participate. Instead, we devised a 1 week rolling agenda:

Dec 12th by this date the teams are expected to have conducted a “mini retrospective” identifying what each team sees as the program level issues.
Dec 13th Publish and collate Issues discovered during the mini retrospectives.
Dec 13th Vote on the published issue list to select the top 5 issues.
Dec 14th Schedule the problem-solving workshop published and name the facilitators.
Dec 17th Conduct problem solving sessions
Dec 19th Present a summary of the workshop

5.1 Step 0: Train the Scrum Masters on the Process

We were relying on the Scrum Masters to “fly solo” and work with their teams to facilitate the event. Thus, we trained our Scrum Masters with the intention behind the SAFe problem-solving workshop, our multi-day rolling agenda, and their role in making it happen. This was a two-hour training session with the agenda dates and activities.

5.2 Step 1: Agreeing on the problem to solve.

Step one in the SAFe problem-solving agenda is to come up with the three to five problems that are of the highest interest to everyone on the train. The intention of this step is to give everyone in the room a voice. In a text book problem-solving session, everyone is in the same room and usually writes issues of concern to them on a sticky note. These are posted on a board and everyone dot votes on the top five or so issues. Groups of people with a common interest can then collaborate. This creates a wonderful opportunity for greater social cohesion because people can collaborate with others who share a common interest rather than just their familiars.

Unfortunately, or fortunately, depending on your point of view, corporate IT is conservative While there are numerous cloud-based shared document tools, access to these tools are blocked through the corporate firewall due to security concerns. While this is often annoying, as one IT manager once remarked “we haven’t been in the news, and we don’t intend to be” Conservatism certainly has its virtues, but we needed the equivalent of an electronic flipchart. Fortunately, the organization used Microsoft OneNote which worked quite admirably for us.

Instead of writing issues on post-it notes and sticking the notes onto a flip chart sheet, the Scrum Master worked with their team to capture in Microsoft OneNote the issues the team believed were impeding progress at the “program level”. In our distributed agenda, we gave the Scrum Master three days to gather candidate issues and get them into a OneNote team page. After the issues were captured by the teams in OneNote, the three authors of this paper consolidated the issues and created a list of 20 program level issues. In retrospect it may have been more appropriate to have the teams themselves perform an affinity mapping exercise to consolidate the team issues. However, in our opinion at this time, this would have been a significant coordination effort with very little gain.

For the dot voting, we used PollEv.com and asked people vote on their top issues over a 2-day period. PollEv.com enables people to respond to online questionnaires using either their mobile device or desktop computer. We ran a quick spike to test PollEv.com to create familiarity with the tool by asking people to vote for their favourite science fiction movie. The poll response was at best disappointing, only 20 people responded to the poll or about 5% of the train. While we were disappointed by the lack of interest, we were also thankful that nearly 400 people were not eagerly waiting to collectively jump into the workshop.

Despite the low polling response, this problem identification step was an important step for us because the problems raised were the problems the teams were experiencing and not necessarily the problems program management at the mothership thought were relevant. Without this step, we would have had a very limited view of the problems the widely-distributed teams were experiencing.

The top 5 problems identified were:

There is no visibility for which team owns certain features (e.g. monitoring and alerts). This has led to duplication of work.
Dependencies between teams are not clear during sprints.
Lack of team objectives and identity make it hard to understand what a team does.
Compliance activities take a long time.
How should support be structured for cloud migrations?

The benefit of this step was these issues caught head office – the mothership – a bit by surprise. For example, head office had good visibility into team ownership of features and therefore assumed that of course the teams must also have good visibility. By giving voice to all members of the train, we were able to draw attention to a real problem that was not on the management radar.

5.3 Steps 2 to 5: The Workshops

In the textbook version of the problem-solving workshop, after agreeing on the problem to solve, the group immediately rolls into the root cause analysis. That is the benefit of co-location and face to face communication: rapid decision-making action. Distribution across time zones, unfortunately, extends decision making time because of the coordination delays. It took us 3 days to get set up for the root cause analysis. The first day was spent setting up and verifying access to our pages in OneNote. The second day was spent scheduling the workshops. The third day was used to conduct the training to prepare the participants for the workshop.

Scheduling the workshop was at best a compromise between having the whole team present and respect for people. A consequence of having a program on which the Sun never sets is if we wanted to create the opportunity for everyone to simultaneously participate on the issue of their choice, then someone was losing sleep. This is not showing respect for people. The best compromise we came up with, was to schedule three, two-hour workshops throughout one day: one at noon central time (GMT-6), one at 6 pm central, and the final one at 10 pm central. While we had started with 5 issues, we reduced our list to the top three because we did not have enough facilitators to cover 5 workshops.

The intention behind our scheduling was to have at least one workshop scheduled for a time that someone could attend that would be reasonably convenient for them in their time zone. Of course, the topic for the reasonably convenient workshop may not be of interest to the participant. In addition, for someone who had a keen interest in a specific problem that was scheduled at an inconvenient time may have to choose between sleep and collaborating. Not ideal, but at least that would be their choice.

We continued to use Microsoft OneNote as our collaboration tool. In a OneNote document we created three sections, one for each problem and set up the SAFe fishbone diagram for each. OneNote allows multiple individuals to simultaneously create and edit content on the page; very much an electronic flip chart. The workshops were conducted in WebEx and we had two facilitators per workshop. One facilitator was the “driver” actively engaging and facilitating the session, while the other was the “navigator” keeping an eye on the chat window and engaging with individuals through chat.

Participation was voluntary for this first problem-solving session because we only needed to validate whether our agenda and tooling worked. While we were disappointed by the low participation rate of 20-30 per workshop, we were also grateful that we did not have to facilitate an interactive online workshop with 100+ people in it with our initial attempt in combining all the different technologies.

We timeboxed the root cause analysis to 20 minutes. Participants were initially a little hesitant to engage with the fishbone diagram but that is what the facilitators are for: to help participants move out of their comfort zones. Soon, issues began to, almost magically, appear on the shared page. It was fun to watch as participants engaged in the root cause analysis.

After root cause analysis, we moved to the next agenda item – identify the biggest root cause. We identified the biggest root cause by requesting participants “dot vote” on the fishbone diagram and simply place an “X” on what they believed was the biggest root cause. This was in a word, messy. It would certainly have not work well if we had a large group to work with. For future workshops we would have to transcribe the analysis to another OneNote page for the dot voting.

Once we identified the biggest root causes, we moved onto re-writing the problem statement. The SAFe training materials remind people that a problem well-stated is a problem half solved. In one workshop, the original problem “lack of team objectives make it hard to understand what a team does” was re-written as “I don’t know what other teams are doing and therefore I do not know who I depend on and therefore who I need to talk to” As facilitators, we probably overstepped our boundaries: rather than asking “powerful questions” we almost took the wheel ourselves. It is one thing to ask people to post their thoughts on a fishbone diagram. It is quite another to get people to collaboratively write a statement online. Part of our motivation to “grab the wheel” was to get something done within the timebox. This behaviour on our parts is something we will have to be more cautious about in future. We also took note that future participants will be more familiar with the process and will hopefully be less hesitant to participate.

After restating the problem, we moved to the next agenda item and brainstormed solutions. We simply used a blank page in OneNote to let everyone write their solutions, and then we followed up with a dot vote to pick the actions for us to take. These actions were either implemented as new “working agreements” or added to the program backlog:

Establish a regular meeting between business owners and their POs where the business owners can make their goals clear to the PO
Highlight the team’s objectives and benefits during PI Planning
Scrum Masters add their team objectives to their team descriptions in MS Teams
Build and maintain a SAFe program board

A day after the workshop we consolidated the contributions and outcomes in the problem-solving workshop page in OneNote and broadcast a summary to all members of the train.

6. LESSONS LEARNED

This experience highlighted the importance of the problem-solving workshop and creating an opportunity for all voices to be heard. This was the sixth PI for these trains and yet this was their first problem solving workshop. The workshop revealed problems that the members of the trains were experiencing but were not on the management radar. Even with the best of intentions, on a very large distributed train, it is all too easy to become disconnected from the needs of the far-flung teams. This problem-solving workshop is a massive opportunity to mitigate this “mothership” syndrome. Our experience demonstrates the value of a globally distributed problem-solving workshop that creates equal opportunity for all voices to be heard.

While we were able to validate our global agenda, the next lesson learned is running a highly distributed workshop is a significant logistical undertaking. Potentially two orders of magnitude more planning than a comparable co-located workshop. The logistics for running the workshop had long been an impediment to scheduling the workshop. For a large distributed train, there will be considerable effort required to prepare and coordinate all teams around the globe. SAFe suggests the workshop only requires two hours. It took us over a week to plan and execute the workshop. One person was almost fully dedicated to this effort. The price of a large distributed team is an order of magnitude increase in both coordination effort and coordination delays. The value in learning what is really impeding work can be priceless.

Some other lessons learned:

Surprise – a large logistically complex workshop will not happen unless leadership drives it.
People do not mind losing sleep to solve a problem if the problem is of interest to them and it is their choice to participate or not.
The problem causing the teams the most pain are often not what management thinks are the problems causing the teams the most pain.
Managing the logistics of a globally distributed workshop are easily an order of magnitude more time consuming and complex than running a local face-to-face workshop.
Even primitive collaboration tools can help you run a distributed problem-solving workshop(s).
People require additional training ahead of time to run an effective distributed problem-solving workshop

Was it worth it? Yes, for if the Sun never sets on your program, then you owe it to everyone in the program to discover what their concerns and issues are and not what the mothership thinks they are.

7. ACKNOWLEDGEMENTS

We would to thank Lise Hvatum our shepherd whose guidance and recommendation was greatly appreciated. Also we wish to express our gratitude to Rebecca Wirfs-Brock for her support and help.

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6 steps of the problem solving process
What Is Problem-Solving? Steps, Processes, Exercises to do it Right
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Six Step Problem Solving Model PowerPoint Template

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LIVE Problem Solving Workshop
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COMMENTS

Inspect and Adapt
Figure 3 illustrates the steps in the problem-solving workshop. Figure 3. Problem-solving workshop format. The following sections describe each step of the process. Agree on the Problem(s) to Solve. American inventor Charles Kettering is credited with saying that "a problem well stated is a problem half solved." At this point, the teams ...
Problem-solving workshop: Step-by-Step
Problem-solving workshop consists of 6 steps. Step 1: Agree on the problem to solve. Clearly stating the problem is key to problem identification and correction. It enables more focused investigation, time-saving, and avoids 'ready, fire, aim' approach. On the other hand, a problem that is not well defined, may result in failure to reach ...
[2024] What Are Problem Solving Workshops and How to Run?
Part 3. What Are the Six Steps of Problem-Solving Workshop? In the preparation phase of a problem-solving workshop, there are six commonly recognized steps that one should meticulously follow: Identifying the Problem: This is the initial stage where team members collectively recognize and articulate the issue at hand. It's crucial to define the ...
How to run a problem-solving workshop
4. Evaluate the ideas to ensure they're robust. 5. Make a plan to test or implement the solution. Read on to find out how to do all that, and more. 1. Get the right people together. Invite all affected parties to a session. These are people that the problem has a direct impact on.
Problem-Solving Workshop. What it is, How it Works, Examples
The Problem-Solving Workshop is an effective way to identify and solve problems in the context of Product Management and User Experience. It allows for a collaborative approach to problem-solving, which can lead to more creative and effective solutions. It also allows for a structured approach to problem-solving, which can help ensure that the ...
Mastering the Six-Step Problem Solving Model
The Six-Step Problem Solving Model provides a systematic approach to addressing and resolving problems. By following these steps, individuals and teams can enhance their problem-solving skills and arrive at effective solutions. Remember to always start with a clear definition of the problem, analyze it thoroughly, generate potential solutions ...
A Lean Journey: The Six-Step Problem-Solving Process
Step 1: Identify The Problem. Select the problem to be analyzed. Clearly define the problem and establish aprecise problem statement. Set a measurable goal for the problem solving effort. Establish a process for coordinating with and gaining approval of leadership. Step 2: Analyze The Problem.
The Six-Step Problem-Solving Model: A Collaborative Approach to
The Six Sequential Steps Define the Problem: Understand the context, background, and symptoms. Techniques like brainstorming, interviewing, and questionnaires aid this step.
How To Put Problem-Solving Skills To Work in 6 Steps
Here are the basic steps involved in problem-solving: 1. Define the problem. The first step is to analyze the situation carefully to learn more about the problem. A single situation may solve multiple problems. Identify each problem and determine its cause. Try to anticipate the behavior and response of those affected by the problem.
6 steps in problem solving workshop
Retrospective and problem-solving workshop Participants in the I&A should be, wherever possible, all the people involved in building the solution. For an ART, this includes: The Agile teams Release Train Engineer (RTE) System and Solution Architects Product Management , Business Owners, and other stakeholders... Problem-solving workshop consists of 6 steps Step 1: Agree on the problem to solve ...
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Problem Definition . Identify problems through problem formulation and questioning. The key is asking the right questions to discover root causes. Brainstorming . During this process, assumptions are uncovered and underlying problems are further revealed. Also, this is an opportunity to collect and analyze data. Selection.
Problem-Solving Process in 6 Steps
Here are six steps to an effective problem-solving process: Identify the issues. The first phase of problem-solving requires thought and analysis. Problem identification may sound clear, but it actually can be a difficult task. So you should spend some time to define the problem and know people's different views on the issue.
PDF The Six Step Problem Solving Model
Determine the Root Cause(s) of the Problem", the group may return to the first step to redefine the problem. The Six Steps . 1. Define the Problem 2. Determine the Root Cause(s) of the Problem 3. Develop Alternative Solutions 4. Select a Solution 5. Implement the Solution 6. Evaluate the Outcome The process is one of continuous improvement.
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A typical problem-solving workshop can take many forms but include the following steps: ️ Define the problem: Clearly define and understand the problem (s) to be addressed. ️ Brainstorming: Encourage open discussion and the sharing of ideas, allowing participants to think freely and creatively. ️ Analysis and evaluation: Analyse and ...
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There's a 5-step process that you can follow that will allow you to solve your challenges more efficiently and effectively. In short, you need to move through these 5 steps: Defining a problem. Ideating on a solution. Committing to a course of action. Implementing your solution. And finally - analyzing the results.
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Six Steps Demystified. The six-step approach offers a framework for creative problem solving. Although each step is critical, it is important that participants don't forget that conducting RESEARCH on a topic sets up a strong foundation. Being knowledgeable about a topic allows for better understanding of the bigger picture and is a key part of ...
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Closing activities for a problem-solving process. 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.
The Sun Never Sets on the Problem-Solving Workshop
With the decision made to conduct the problem-solving workshop online, the next issue was determining how to run the meeting on a program with a never setting Sun. 5. AN AGENDA FOR A GLOBAL WORKSHOP. SAFe outlines a six-step agenda for the two-hour problem-solving workshop: Agree on the problem to solve; Apply root cause analysis (5 Whys)
SAFe in a Nutshell
The problem solving workshop should focus on large issues that have affected multiple teams, for example: Environmental issues that have impacted the teams; ... we head into a six step process: Define a well-formed problem statement; Perform a Root Cause Analysis; Teams will use a fishbone diagram, otherwise known as an Ishikawa diagram, and ...
The development of situational problem-based learning model integrated
Problem-based Learning (PBL) is widely used in teaching mathematics in Thailand. However, Situation-based Learning (SBL) is rare in mathematics education literature in Thailand. The combination of PBL with SBL will bring students to learning through solving the problem dealt with the situation being relevant to students' real lives. In the high technology world of 21st century, teachers are ...

Inspect and Adapt

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Retrospective

Problem-Solving Workshop

Agree on the Problem(s) to Solve

Perform Root Cause Analysis

Identify the Biggest Root Cause

Restate the New Problem

Brainstorm Solutions

Create Improvement Backlog Items

Inspect and Adapt for Solution Trains

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Problem-solving workshop: Step-by-Step

Problem-solving workshop consists of 6 steps

Step 2: Apply root-cause analysis and 5 whys

Step 3: Identify the biggest root-cause using Pareto analysis

Step 4: Restate the new problem for the biggest root-cause

Step 5: Brainstorm solutions

Step 6: Identify improvement backlog items (NRFs)

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What is a problem-solving workshop?

When to run a problem-solving workshop

1. Get the right people together

4. Evaluate the ideas to ensure they’re robust

3. Come up with ideas to solve your problem

2 thoughts on “How to run a problem-solving workshop”

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Problem-Solving Workshop

Where did Problem-Solving Workshops come from?

Why should I conduct a problem-solving workshop?

How to run a problem-solving workshop

Step 2: Establish the Objective and Scope

Step 3: Identify the Right Problem and Root Cause

Step 4: Generate Ideas to Solve the Problem

Step 5: Evaluate and Refine Ideas

Step 6: Select the Best Solution

Step 7: Develop a Plan for Implementation or Testing

Step 8: Follow Up and Iterate

Typical pitfalls when running a Problem-Solving Workshop

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Mastering the Six-Step Problem Solving Model – A Comprehensive Guide for Success

Step 1: Identify and define the problem

Step 2: Analyze the problem

Step 3: Generate potential solutions

Step 4: Select the best solution

Step 5: Implement the chosen solution

Step 6: Evaluate the results and make adjustments

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Tuesday, May 15, 2012

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Six Steps to Develop an Effective Problem-Solving Process

Here are six steps to an effective problem-solving process: