problem solving tools

• Skip to main content
• Skip to primary sidebar
• Skip to footer

Additional menu

Nine essential problem solving tools: The ultimate guide to finding a solution

October 26, 2023 by MindManager Blog

Problem solving may unfold differently depending on the industry, or even the department you work in. However, most agree that before you can fix any issue, you need to be clear on what it is, why it’s happening, and what your ideal long-term solution will achieve.

Understanding both the nature and the cause of a problem is the only way to figure out which actions will help you resolve it.

Given that most problem-solving processes are part inspiration and part perspiration, you’ll be more successful if you can reach for a problem solving tool that facilitates collaboration, encourages creative thinking, and makes it easier to implement the fix you devise.

The problem solving tools include three unique categories: problem solving diagrams, problem solving mind maps, and problem solving software solutions.

They include:

• Fishbone diagrams
• Strategy maps
• Mental maps
• Concept maps
• Layered process audit software
• Charting software
• MindManager

In this article, we’ve put together a roundup of versatile problem solving tools and software to help you and your team map out and repair workplace issues as efficiently as possible.

Let’s get started!

Problem solving diagrams

Mapping your way out of a problem is the simplest way to see where you are, and where you need to end up.

Not only do visual problem maps let you plot the most efficient route from Point A (dysfunctional situation) to Point B (flawless process), problem mapping diagrams make it easier to see:

• The root cause of a dilemma.
• The steps, resources, and personnel associated with each possible solution.
• The least time-consuming, most cost-effective options.

A visual problem solving process help to solidify understanding. Furthermore, it’s a great way for you and your team to transform abstract ideas into a practical, reconstructive plan.

Here are three examples of common problem mapping diagrams you can try with your team:

1. Fishbone diagrams

Fishbone diagrams are a common problem solving tool so-named because, once complete, they resemble the skeleton of a fish.

With the possible root causes of an issue (the ribs) branching off from either side of a spine line attached to the head (the problem), dynamic fishbone diagrams let you:

• Lay out a related set of possible reasons for an existing problem
• Investigate each possibility by breaking it out into sub-causes
• See how contributing factors relate to one another

Fishbone diagrams are also known as cause and effect or Ishikawa diagrams.

2. Flowcharts

A flowchart is an easy-to-understand diagram with a variety of applications. But you can use it to outline and examine how the steps of a flawed process connect.

Made up of a few simple symbols linked with arrows indicating workflow direction, flowcharts clearly illustrate what happens at each stage of a process – and how each event impacts other events and decisions.

3. Strategy maps

Frequently used as a strategic planning tool, strategy maps also work well as problem mapping diagrams. Based on a hierarchal system, thoughts and ideas can be arranged on a single page to flesh out a potential resolution.

Once you’ve got a few tactics you feel are worth exploring as possible ways to overcome a challenge, a strategy map will help you establish the best route to your problem-solving goal.

Problem solving mind maps

Problem solving mind maps are especially valuable in visualization. Because they facilitate the brainstorming process that plays a key role in both root cause analysis and the identification of potential solutions, they help make problems more solvable.

Mind maps are diagrams that represent your thinking. Since many people struggle taking or working with hand-written or typed notes, mind maps were designed to let you lay out and structure your thoughts visually so you can play with ideas, concepts, and solutions the same way your brain does.

By starting with a single notion that branches out into greater detail, problem solving mind maps make it easy to:

• Explain unfamiliar problems or processes in less time
• Share and elaborate on novel ideas
• Achieve better group comprehension that can lead to more effective solutions

Mind maps are a valuable problem solving tool because they’re geared toward bringing out the flexible thinking that creative solutions require. Here are three types of problem solving mind maps you can use to facilitate the brainstorming process.

4. Mental maps

A mental map helps you get your thoughts about what might be causing a workplace issue out of your head and onto a shared digital space.

Because mental maps mirror the way our brains take in and analyze new information, using them to describe your theories visually will help you and your team work through and test those thought models.

5. Idea maps

Idea maps let you take advantage of a wide assortment of colors and images to lay down and organize your scattered thought process. Idea maps are ideal brainstorming tools because they allow you to present and explore ideas about the best way to solve a problem collaboratively, and with a shared sense of enthusiasm for outside-the-box thinking.

6. Concept maps

Concept maps are one of the best ways to shape your thoughts around a potential solution because they let you create interlinked, visual representations of intricate concepts.

By laying out your suggested problem-solving process digitally – and using lines to form and define relationship connections – your group will be able to see how each piece of the solution puzzle connects with another.

Problem solving software solutions

Problem solving software is the best way to take advantage of multiple problem solving tools in one platform. While some software programs are geared toward specific industries or processes – like manufacturing or customer relationship management, for example – others, like MindManager , are purpose-built to work across multiple trades, departments, and teams.

Here are three problem-solving software examples.

7. Layered process audit software

Layered process audits (LPAs) help companies oversee production processes and keep an eye on the cost and quality of the goods they create. Dedicated LPA software makes problem solving easier for manufacturers because it helps them see where costly leaks are occurring and allows all levels of management to get involved in repairing those leaks.

8. Charting software

Charting software comes in all shapes and sizes to fit a variety of business sectors. Pareto charts, for example, combine bar charts with line graphs so companies can compare different problems or contributing factors to determine their frequency, cost, and significance. Charting software is often used in marketing, where a variety of bar charts and X-Y axis diagrams make it possible to display and examine competitor profiles, customer segmentation, and sales trends.

9. MindManager

No matter where you work, or what your problem-solving role looks like, MindManager is a problem solving software that will make your team more productive in figuring out why a process, plan, or project isn’t working the way it should.

Once you know why an obstruction, shortfall, or difficulty exists, you can use MindManager’s wide range of brainstorming and problem mapping diagrams to:

• Find the most promising way to correct the situation
• Activate your chosen solution, and
• Conduct regular checks to make sure your repair work is sustainable

MindManager is the ultimate problem solving software.

Not only is it versatile enough to use as your go-to system for puzzling out all types of workplace problems, MindManager’s built-in forecasting tools, timeline charts, and warning indicators let you plan, implement, and monitor your solutions.

By allowing your group to work together more effectively to break down problems, uncover solutions, and rebuild processes and workflows, MindManager’s versatile collection of problem solving tools will help make everyone on your team a more efficient problem solver.

Download a free trial today to get started!

Ready to take the next step?

MindManager helps boost collaboration and productivity among remote and hybrid teams to achieve better results, faster.

Why choose MindManager?

MindManager® helps individuals, teams, and enterprises bring greater clarity and structure to plans, projects, and processes. It provides visual productivity tools and mind mapping software to help take you and your organization to where you want to be.

Explore MindManager

By using this site you agree to our use of cookies. Please refer to our privacy policy for more information.   Close

7 Powerful Problem-Solving Root Cause Analysis Tools

The first step to solving a problem is to define the problem precisely. It is the heart of problem-solving.

Root cause analysis is the second important element of problem-solving in quality management. The reason is if you don't know what the problem is, you can never solve the exact problem that is hurting the quality.

Manufacturers have a variety of problem-solving tools at hand. However, they need to know when to use which tool in a manner that is appropriate for the situation. In this article, we discuss 7 tools including:

• The Ishikawa Fishbone Diagram (IFD)
• Pareto Chart
• Failure Mode and Effects Analysis (FMEA)
• Scatter Diagram
• Affinity Diagram
• Fault Tree Analysis (FTA)

1. The Ishikawa Fishbone Diagram IFD

The model introduced by Ishikawa (also known as the fishbone diagram) is considered one of the most robust methods for conducting root cause analysis. This model uses the assessment of the 6Ms as a methodology for identifying the true or most probable root cause to determine corrective and preventive actions. The 6Ms include:

• Measurement,
• Mother Nature- i.e., Environment

Related Training: Fishbone Diagramming

2. Pareto Chart

The Pareto Chart is a series of bars whose heights reflect the frequency or impact of problems. On the Chart, bars are arranged in descending order of height from left to right, which means the categories represented by the tall bars on the left are relatively more frequent than those on the right.

Related Training: EFFECTIVE INVESTIGATIONS AND CORRECTIVE ACTIONS (CAPA) Establishing and resolving the root causes of deviations, problems and failures

This model uses the 5 Why by asking why 5 times to find the root cause of the problem. It generally takes five iterations of the questioning process to arrive at the root cause of the problem and that's why this model got its name as 5 Whys. But it is perfectly fine for a facilitator to ask less or more questions depending on the needs.

Related training: Accident/Incident Investigation and Root Cause Analysis

4. Failure Mode and Effects Analysis (FMEA)

FMEA is a technique used to identify process and product problems before they occur. It focuses on how and when a system will fail, not if it will fail. In this model, each failure mode is assessed for:

• Severity (S)
• Occurrence (O)
• Detection (D)

A combination of the three scores produces a risk priority number (RPN). The RPN is then provided a ranking system to prioritize which problem must gain more attention first.

Related Training: Failure Mode Effects Analysis

5. Scatter Diagram

A scatter diagram also known as a scatter plot is a graph in which the values of two variables are plotted along two axes, the pattern of the resulting points revealing any correlation present.

To use scatter plots in root cause analysis, an independent variable or suspected cause is plotted on the x-axis and the dependent variable (the effect) is plotted on the y-axis. If the pattern reflects a clear curve or line, it means they are correlated. If required, more sophisticated correlation analyses can be continued.

Related Training: Excel Charting Basics - Produce Professional-Looking Excel Charts

6. Affinity Diagram

Also known as KJ Diagram, this model is used to represent the structure of big and complex factors that impact a problem or a situation. It divides these factors into small classifications according to their similarity to assist in identifying the major causes of the problem.

7. Fault Tree Analysis (FTA)

The Fault Tree Analysis uses Boolean logic to arrive at the cause of a problem. It begins with a defined problem and works backward to identify what factors contributed to the problem using a graphical representation called the Fault Tree. It takes a top-down approach starting with the problem and evaluating the factors that caused the problem.

Finding the root cause isn't an easy because there is not always one root cause. You may have to repeat your experiment several times to arrive at it to eliminate the encountered problem. Using a scientific approach to solving problem works. So, its important to learn the several problem-solving tools and techniques at your fingertips so you can use the ones appropriate for different situations.

ComplianceOnline Trainings on Root Cause Analysis

P&PC, SPC/6Sigma, Failure Investigation, Root Cause Analysis, PDCA, DMAIC, A3 This webinar will define what are the US FDA's expectation for Production and Process Control / Product Realization, the use of statistical tehniques, 6 sigma, SPC, for establishing, controlling , and verifying the acceptability of process capability and product characteristics, product acceptance or validation and other studies. Non-conformance, OOS, deviations Failure Investigations, and Root Cause Analysis, PDCA, DMAIC, and similar project drivers to improvement, A# and similar dash boards.

Accident/Incident Investigation and Root Cause Analysis If a major workplace injury or illness occurred, what would you do? How would you properly investigate it? What could be done to prevent it from happening again? A properly executed accident/incident investigation drives to the root causes of the workplace accident to prevent a repeat occurrence. A good accident/incident investigation process includes identifying the investigation team, establishing/reviewing written procedures, identifying root causes and tracking of all safety hazards found to completion.

Root Cause Analysis - The Heart of Corrective Action This presentation will explain the importance of root cause analysis and how it fits into an effective corrective and preventive action system. It will cover where else in your quality management system root cause analysis can be used and will give examples of some of the techniques for doing an effective root cause analysis. Attendees will learn how root cause analysis can be used in process control.

Addressing Non-Conformances using Root Cause Analysis (RCA) RCA assumes that systems and events are interrelated. An action in one area triggers an action in another, and another, and so on. By tracing back these actions, you can discover where the issue started and how it grew into the problem you're now facing.

Risk Management Under ISO 14971 ISO 14971:2019 is the definitive standard for risk management for medical devices and IVDs. The standard lays out a comprehensive approach to managing risks in the life sciences. The course will discuss practical approaches to complying with the standard.

Introduction to Root Cause Investigation for CAPA If you have reoccurring problems showing up in your quality systems, your CAPA system is not effective and you have not performed an in-depth root cause analysis to be able to detect through proper problem solving tools and quality data sources, the true root cause of your problem. Unless you can get to the true root cause of a failure, nonconformity, defect or other undesirable situation, your CAPA system will not be successful.

Root Cause Analysis and CAPA Controls for a Compliant Quality System In this CAPA webinar, learn various regulations governing Corrective and Preventive Actions (CAPA) and how organization should collect information, analyze information, identify, investigate product and quality problems, and take appropriate and effective corrective and/or preventive action to prevent their recurrence.

How to Design and Implement a Dynamic Control Plan This webinar training will discuss how to design a dynamic control plan that combines FMEA and the control plan by extending the FMEA to encompass the elements of the control plan and create a living document that helps to drive continual improvement.

An Easy to Implement Integrated Risk Management Approach Compliant with ISO 14971 This integrated risk management training for medical devices will discuss how to incorporate risk management as per ISO 14971 guidelines in all phases of medical device development. It will highlight the documentation needed to support the decisions made as part of the risk management process.

The Use and Mis-use of FMEA in Medical Device Risk Management The presentation will discuss the proper use of FMEA in risk management and how to recognize and avoid the traps associated with this tool in order to have a more efficient risk management process. Most medical device manufacturers use FMEA as a part of their risk management system. Most medical device manufacturers use FMEA as a part of their risk management system.

Root Cause Analysis for CAPA Management (Shutting Down the Alligator Farm) Emphasis will be placed on realizing system interactions and cultural environment that often lies at the root of the problem and prevents true root cause analysis. This webinar will benefit any organization that wants to improve the effectiveness of their CAPA and failure investigation processes.

Root Cause Analysis for Corrective and Preventive Action (CAPA) The Quality Systems Regulation (21 CFR 820) and the Quality Management Standard for Medical Devices (ISO 13485:2003), require medical device companies to establish and maintain procedures for implementing corrective and preventive action (CAPA) as an integral part of the quality system.

Strategies for an Effective Root Cause Analysis and CAPA Program This webinar will provide valuable assistance to all regulated companies, a CAPA program is a requirement across the Medical Device, Diagnostic, Pharmaceutical, and Biologics fields. This session will discuss the importance, requirements, and elements of a root cause-based CAPA program, as well as detailing the most effective ways to determine root cause and describing the uses of CAPA data.

Legal Disclaimer

This piece of content and any of its enclosures, attachments or appendices, references are created to provide solely for information purpose. ComplianceOnline has made all effort to provide accurate information concerning the subject matter covered. This content is created from interpretation, and understanding of relevant and applicable information and it is not all inclusive. It can be best used in conjunction with your professional judgment and discretion.

However, this piece of content and any other ancillary items disseminated in connection with same are not necessarily prepared by a person licensed to practice law in a particular jurisdiction. This piece of content is not a substitute for the advice of an attorney. If you require legal or other expert advice, you should seek the services of a competent attorney or other professional.

ComplianceOnline necessarily is not, cannot and will not be liable for any claims, damages, or regulatory legal proceedings initiated as a consequence of you using whole or any part of the content present in this document. If any action, claim for damages, or regulatory proceedings is commenced against ComplianceOnline as a consequence of your use of this document, then and in that event, you agree to indemnify ComplianceOnline for such claims, and for any attorney's fees expended by ComplianceOnline in connection with defense of same.

40 problem-solving techniques and processes

All teams and organizations encounter challenges. Approaching those challenges without a structured problem solving process can end up making things worse.

Proven problem solving techniques such as those outlined below can guide your group through a process of identifying problems and challenges , ideating on possible solutions , and then evaluating and implementing the most suitable .

In this post, you'll find problem-solving tools you can use to develop effective solutions. You'll also find some tips for facilitating the problem solving process and solving complex problems.

Design your next session with SessionLab

Drag, drop and reuse content. Calculate time automatically. Collaborate in real-time.

Sign up for free

Recommended Articles

A step-by-step guide to planning a workshop, 54 great online tools for workshops and meetings, how to create an unforgettable training session in 8 simple steps.

• 18 Free Facilitation Resources We Think You’ll Love

What is problem solving?

Problem solving is a process of finding and implementing a solution to a challenge or obstacle. In most contexts, this means going through a problem solving process that begins with identifying the issue, exploring its root causes, ideating and refining possible solutions before implementing and measuring the impact of that solution.

For simple or small problems, it can be tempting to skip straight to implementing what you believe is the right solution. The danger with this approach is that without exploring the true causes of the issue, it might just occur again or your chosen solution may cause other issues.

Particularly in the world of work, good problem solving means using data to back up each step of the process, bringing in new perspectives and effectively measuring the impact of your solution.

Effective problem solving can help ensure that your team or organization is well positioned to overcome challenges, be resilient to change and create innovation. In my experience, problem solving is a combination of skillset, mindset and process, and it’s especially vital for leaders to cultivate this skill.

What is the seven step problem solving process?

A problem solving process is a step-by-step framework from going from discovering a problem all the way through to implementing a solution.

With practice, this framework can become intuitive, and innovative companies tend to have a consistent and ongoing ability to discover and tackle challenges when they come up.

You might see everything from a four step problem solving process through to seven steps. While all these processes cover roughly the same ground, I’ve found a seven step problem solving process is helpful for making all key steps legible.

We’ll outline that process here and then follow with techniques you can use to explore and work on that step of the problem solving process with a group.

The seven-step problem solving process is:

1. Problem identification 

The first stage of any problem solving process is to identify the problem(s) you need to solve. This often looks like using group discussions and activities to help a group surface and effectively articulate the challenges they’re facing and wish to resolve.

Be sure to align with your team on the exact definition and nature of the problem you’re solving. An effective process is one where everyone is pulling in the same direction – ensure clarity and alignment now to help avoid misunderstandings later.

2. Problem analysis and refinement

The process of problem analysis means ensuring that the problem you are seeking to solve is  the   right problem . Choosing the right problem to solve means you are on the right path to creating the right solution.

At this stage, you may look deeper at the problem you identified to try and discover the root cause at the level of people or process. You may also spend some time sourcing data, consulting relevant parties and creating and refining a problem statement.

Problem refinement means adjusting scope or focus of the problem you will be aiming to solve based on what comes up during your analysis. As you analyze data sources, you might discover that the root cause means you need to adjust your problem statement. Alternatively, you might find that your original problem statement is too big to be meaningful approached within your current project.

Remember that the goal of any problem refinement is to help set the stage for effective solution development and deployment. Set the right focus and get buy-in from your team here and you’ll be well positioned to move forward with confidence.

3. Solution generation

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

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

4. Solution development

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

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

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

5. Decision making and planning

Nearly there! Once you’ve got a set of possible, you’ll need to make a decision on which to implement. This can be a consensus-based group decision or it might be for a leader or major stakeholder to decide. You’ll find a set of effective decision making methods below.

Once your group has reached consensus and selected a solution, there are some additional actions that also need to be decided upon. You’ll want to work on allocating ownership of the project, figure out who will do what, how the success of the solution will be measured and decide the next course of action.

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

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

6. Solution implementation 

This is what we were waiting for! All problem solving processes have the end goal of implementing an effective and impactful solution that your group has confidence in.

Project management and communication skills are key here – your solution may need to adjust when out in the wild or you might discover new challenges along the way. For some solutions, you might also implement a test with a small group and monitor results before rolling it out to an entire company.

You should have a clear owner for your solution who will oversee the plans you made together and help ensure they’re put into place. This person will often coordinate the implementation team and set-up processes to measure the efficacy of your solution too.

7. Solution evaluation 

So you and your team developed a great solution to a problem and have a gut feeling it’s been solved. Work done, right? Wrong. All problem solving strategies benefit from evaluation, consideration, and feedback.

You might find that the solution does not work for everyone, might create new problems, or is potentially so successful that you will want to roll it out to larger teams or as part of other initiatives.

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

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

It’s also worth underlining how important record keeping is throughout the problem solving process. If a solution didn’t work, you need to have the data and records to see why that was the case. If you go back to the drawing board, notes from the previous workshop can help save time.

What does an effective problem solving process look like?

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

The format of a workshop ensures that you can get buy-in from your group, encourage free-thinking and solution exploration before making a decision on what to implement following the session.

This Design Sprint 2.0 template is an effective problem solving process from top agency AJ&Smart. It’s a great format for the entire problem solving process, with four-days of workshops designed to surface issues, explore solutions and even test a solution.

Check it for an example of how you might structure and run a problem solving process and feel free to copy and adjust it your needs!

For a shorter process you can run in a single afternoon, this remote problem solving agenda will guide you effectively in just a couple of hours.

Whatever the length of your workshop, by using 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!

Complete problem-solving methods

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

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.

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

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   It doesn’t matter where you work and what your job role is, if you work with other people together as a team, you will always encounter the same challenges: Unclear goals and miscommunication that cause busy work and overtime Unstructured meetings that leave attendants tired, confused and without clear outcomes. Frustration builds up because internal challenges to productivity are not addressed Sudden changes in priorities lead to a loss of focus and momentum Muddled compromise takes the place of clear decision- making, leaving everybody to come up with their own interpretation. In short, a lack of structure leads to a waste of time and effort, projects that drag on for too long and frustrated, burnt out teams. AJ&Smart has worked with some of the most innovative, productive companies in the world. What sets their teams apart from others is not better tools, bigger talent or more beautiful offices. The secret sauce to becoming a more productive, more creative and happier team is simple: Replace all open discussion or brainstorming with a structured process that leads to more ideas, clearer decisions and better outcomes. When a good process provides guardrails and a clear path to follow, it becomes easier to come up with ideas, make decisions and solve problems. This is why AJ&Smart created Lightning Decision Jam (LDJ). It’s a simple and short, but powerful group exercise that can be run either in-person, in the same room, or remotely with distributed teams.

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.

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.

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.

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.

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.

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!

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.

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.

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.

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.

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.

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.

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.

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.

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!

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 brainstorming solutions

Now you have the context and background of the problem you are trying to solving, now comes the time to start ideating and thinking about how you’ll solve the issue.

Here, you’ll want to encourage creative, free thinking and speed. Get as many ideas out as possible and explore different perspectives so you have the raw material for the next step.

Looking at a problem from a new angle can be one of the most effective ways of creating an effective solution. TRIZ is a problem-solving tool that asks the group to consider what they must not do in order to solve a challenge.

By reversing the discussion, new topics and taboo subjects often emerge, allowing the group to think more deeply and create ideas that confront the status quo in a safe and meaningful way. If you’re working on a problem that you’ve tried to solve before, TRIZ is a great problem-solving method to help your team get unblocked.

Making Space with TRIZ   #issue analysis   #liberating structures   #issue resolution   You can clear space for innovation by helping a group let go of what it knows (but rarely admits) limits its success and by inviting creative destruction. TRIZ makes it possible to challenge sacred cows safely and encourages heretical thinking. The question “What must we stop doing to make progress on our deepest purpose?” induces seriously fun yet very courageous conversations. Since laughter often erupts, issues that are otherwise taboo get a chance to be aired and confronted. With creative destruction come opportunities for renewal as local action and innovation rush in to fill the vacuum. Whoosh!

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.

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.

Idea and Concept Development

Brainstorming without structure can quickly become chaotic or frustrating. In a problem-solving context, having an ideation framework to follow can help ensure your team is both creative and disciplined.

In this method, you’ll find an idea generation process that encourages your group to brainstorm effectively before developing their ideas and begin clustering them together. By using concepts such as Yes and…, more is more and postponing judgement, you can create the ideal conditions for brainstorming with ease.

Idea & Concept Development   #hyperisland   #innovation   #idea generation   Ideation and Concept Development is a process for groups to work creatively and collaboratively to generate creative ideas. It’s a general approach that can be adapted and customized to suit many different scenarios. It includes basic principles for idea generation and several steps for groups to work with. It also includes steps for idea selection and development.

Problem-solving techniques for developing and refining 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 develop and refine your ideas in order to bring them closer to a solution that actually solves the problem.

Use these problem-solving techniques when you want to help your team think through their ideas and refine them as part of your problem solving process.

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.

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

Ensuring that everyone in a group is able to contribute to a discussion is vital during any problem solving process. Not only does this ensure all bases are covered, but its then easier to get buy-in and accountability when people have been able to contribute to the process.

1-2-4-All is a tried and tested facilitation technique where participants are asked to first brainstorm on a topic on their own. Next, they discuss and share ideas in a pair before moving into a small group. Those groups are then asked to present the best idea from their discussion to the rest of the team.

This method can be used in many different contexts effectively, though I find it particularly shines in the idea development stage of the process. Giving each participant time to concretize their ideas and develop them in progressively larger groups can create a great space for both innovation and psychological safety.

1-2-4-All   #idea generation   #liberating structures   #issue analysis   With this facilitation technique you can immediately include everyone regardless of how large the group is. You can generate better ideas and more of them faster than ever before. You can tap the know-how and imagination that is distributed widely in places not known in advance. Open, generative conversation unfolds. Ideas and solutions are sifted in rapid fashion. Most importantly, participants own the ideas, so follow-up and implementation is simplified. No buy-in strategies needed! Simple and elegant!

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.

Problem-solving techniques for making decisions and planning

After your group is happy with the possible solutions you’ve developed, now comes the time to choose which to implement. There’s more than one way to make a decision and the best option is often dependant on the needs and set-up of your group.

Sometimes, it’s the case that you’ll want to vote as a group on what is likely to be the most impactful solution. Other times, it might be down to a decision maker or major stakeholder to make the final decision. Whatever your process, here’s some techniques you can use to help you make a decision during your problem solving process.

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.

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.

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.

Straddling the gap between decision making and planning, MoSCoW is a simple and effective method that allows a group team to easily prioritize a set of possible options.

Use this method in a problem solving process by collecting and summarizing all your possible solutions and then categorize them into 4 sections: “Must have”, “Should have”, “Could have”, or “Would like but won‘t get”.

This method is particularly useful when its less about choosing one possible solution and more about prioritorizing which to do first and which may not fit in the scope of your project. In my experience, complex challenges often require multiple small fixes, and this method can be a great way to move from a pile of things you’d all like to do to a structured plan.

MoSCoW   #define intentions   #create   #design   #action   #remote-friendly   MoSCoW is a method that allows the team to prioritize the different features that they will work on. Features are then categorized into “Must have”, “Should have”, “Could have”, or “Would like but won‘t get”. To be used at the beginning of a timeslot (for example during Sprint planning) and when planning is needed.

When it comes to managing the rollout of a solution, clarity and accountability are key factors in ensuring the success of the project. The RAACI chart is a simple but effective model for setting roles and responsibilities as part of a planning session.

Start by listing each person involved in the project and put them into the following groups in order to make it clear who is responsible for what during the rollout of your solution.

• Responsibility  (Which person and/or team will be taking action?)
• Authority  (At what “point” must the responsible person check in before going further?)
• Accountability  (Who must the responsible person check in with?)
• Consultation  (Who must be consulted by the responsible person before decisions are made?)
• Information  (Who must be informed of decisions, once made?)

Ensure this information is easily accessible and use it to inform who does what and who is looped into discussions and kept up to date.

RAACI   #roles and responsibility   #teamwork   #project management   Clarifying roles and responsibilities, levels of autonomy/latitude in decision making, and levels of engagement among diverse stakeholders.

Problem-solving warm-up activities

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

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.

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.

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.

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.

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.

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.

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

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.

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.

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.

Tips for 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.

Create psychologically safe spaces for discussion

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 tough for people to stand up and contribute if the problems or challenges are emotive or personal in nature. Try and create a psychologically safe space for these kinds of discussions and where possible, create regular opportunities for challenges to be brought up organically.

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!

Save time and effort creating an effective problem solving process

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 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! 

James Smart is Head of Content at SessionLab. He’s also a creative facilitator who has run workshops and designed courses for establishments like the National Centre for Writing, UK. He especially enjoys working with young people and empowering others in their creative practice.

thank you very much for these excellent techniques

Certainly wonderful article, very detailed. Shared!

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

Leave a Comment Cancel reply

Your email address will not be published. Required fields are marked *

Going from a mere idea to a workshop that delivers results for your clients can feel like a daunting task. In this piece, we will shine a light on all the work behind the scenes and help you learn how to plan a workshop from start to finish. On a good day, facilitation can feel like effortless magic, but that is mostly the result of backstage work, foresight, and a lot of careful planning. Read on to learn a step-by-step approach to breaking the process of planning a workshop into small, manageable chunks.  The flow starts with the first meeting with a client to define the purposes of a workshop.…

Effective online tools are a necessity for smooth and engaging virtual workshops and meetings. But how do you choose the right ones? Do you sometimes feel that the good old pen and paper or MS Office toolkit and email leaves you struggling to stay on top of managing and delivering your workshop? Fortunately, there are plenty of great workshop tools to make your life easier when you need to facilitate a meeting and lead workshops. In this post, we’ll share our favorite online tools you can use to make your life easier and run better workshops and meetings. In fact, there are plenty of free online workshop tools and meeting…

How does learning work? A clever 9-year-old once told me: “I know I am learning something new when I am surprised.” The science of adult learning tells us that, in order to learn new skills (which, unsurprisingly, is harder for adults to do than kids) grown-ups need to first get into a specific headspace.  In a business, this approach is often employed in a training session where employees learn new skills or work on professional development. But how do you ensure your training is effective? In this guide, we'll explore how to create an effective training session plan and run engaging training sessions. As team leader, project manager, or consultant,…

Design more engaging sessions with ease

Drag, drop and reuse content. Calculate time automatically. Collaborate in real-time. Create your next session in minutes (not hours) with SessionLab.

Top 10 Problem Solving Tools

What tools can you use for Problem Solving? There are heaps! The best approach is to think of the solution or outcome you need and then pick the right tool to create that outcome, or, in other words, Start with the End in Mind.

Here are our top 10 Problem-Solving Tools (Number 10 is the absolute best!!!):

1. SWOT Analysis (In-Person or Digital)   

Solution/Outcome: Helps identify strengths, weaknesses, opportunities, and threats related to a project or business decision. This framework aids in strategic planning and risk management by providing a comprehensive view of internal and external factors. By following the structured thinking in the SWOT Analysis you can stay on track and have the discipline to do the right thinking at the right time, this allows you to solve the right problem.

2. Root Cause Analysis (RCA) (In-Person or Digital)  

Solution/Outcome: Identifies the underlying causes of a problem rather than just addressing symptoms. This approach leads to more effective long-term solutions by ensuring the core issue is resolved.

3. 5 Whys (In-Person)  

Solution/Outcome: A simple problem-solving technique that involves asking "Why?" five times to drill down to the root cause of an issue. It helps teams move beyond surface-level explanations to uncover deeper causes.

4. Fishbone Diagram (Ishikawa Diagram) (In-Person or Digital)  

Solution/Outcome: Visual tool used to identify, explore, and display the possible causes of a specific problem. It’s useful for teams to brainstorm and organise potential factors contributing to a problem. Another structured thinking tool that allows you to examine key elements of the problem or situation

5. Design Thinking (In-Person or Digital)  

Solution/Outcome: A human-centred approach to innovation and problem-solving that focuses on understanding the user, challenging assumptions, and redefining problems to identify alternative strategies and solutions. It’s often used for developing creative solutions in product and service design. Check out the Google Design Sprint process to look at how you can rapidly innovate and create amazing new solutions!

6. Kanban Boards (Digital - e.g., Trello, Jira; In-Person - physical boards)   

Solution/Outcome: Visual workflow management tool that helps teams manage work in progress, identify bottlenecks, and improve task management. It promotes transparency and efficiency in project execution. Any tool that helps you visualise work allows you to SEE the problem! This is one of the most effective tools to use!

7. Action Learning (In-Person)  

Solution/Outcome: A process where a group works on a real problem, takes action, and learns as individuals and a team. It’s effective for solving complex issues and fostering leadership development simultaneously. Do something...learn from it!

8. Scenario Planning (In-Person or Digital)  

Solution/Outcome: A strategic planning tool that helps teams anticipate possible future scenarios and develop strategies to address them. It’s useful for long-term planning and risk management.

9. PDCA Cycle (Plan-Do-Check-Act) (In-Person or Digital)   

Solution/Outcome: A continuous improvement tool that involves planning a change, implementing it, checking the results, and acting on what has been learned. It fosters iterative problem-solving and process improvement.

10. Collaboration (In-Person)

Solution/Outcome: Commitment to each other allows you to focus on learning and growing together. This is the best problem-solving tool you will ever use! Be open to listening and learning from different perspectives.

These tools and frameworks provide structured approaches to problem-solving, helping leaders and teams proactively address challenges and improve organisational outcomes.

10 Powerful Root Cause Analysis Tools for Effective Problem-Solving

by Dr Valeria Lo Iacono | Last updated Nov 19, 2024

In the workplace, root cause analysis tools are often essential to help you find an effective solution to a complex problem.

Sometimes problems are easy to solve, but other times solving problems requires a systematic approach to help you dig deep into what is causing the problem. For example, if customer satisfaction is low, you need to find out why it is low, so you can change your procedures to satisfy your customers.

Unfortunately, identifying the cause of a problem is not always easy as causes are not always obvious. In addition, there may be more than one cause to a problem and you may need to prioritize which cause to address first.

This is when adopting a root cause analysis approach and using root cause analysis techniques can be extremely helpful.

Whether you are in marketing, sales, healthcare, or manufacturing, root cause analysis tools can help uncover hidden problems and guide you toward effective solutions.

In this post, I will guide you through 10 of the most commonly used cause analysis techniques you can adopt, with real-world examples from the workplace.

Page Contents

What Is Root Cause Analysis (RCA)?

The root cause analysis method of problem-solving (often shortened as RCA) has its origins in the manufacturing industry in the 19th century when it was applied to improve production processes.

Since then, the root cause analysis problem-solving approach has become a methodology used in all industries (e.g. from manufacturing to service providers) and many root cause analysis tools have developed.

In summary:

The root cause analysis approach consists in trying to find the cause (or causes) of a problem, instead of just trying to alleviate the symptoms. The goal of RCA is to find out why a problem occurred and how to stop it from happening again. by Dr Valeria Lo Iacono

Root Cause Analysis Steps

The root cause analysis approach to problem-solving takes place in a series of steps, which can be identified as 5 different stages.

1. Identify the Problem

The first thing you need to do is identify and define exactly what the problem is.

Try to come up with a sentence that summarizes the problem, also called a problem statement. To help you be specific, ask yourself questions beginning with what, who, why, when, and where.

For example, imagine that you manage a customer service team and recently customers have started complaining more about waiting times. So, questions can include the following:

• What is the problem? Customers are complaining about long wait times.
• Who is affected? Customers calling the support center, and customer service agents handling the calls.
• Why is it happening? Unclear at this point, but needs to be investigated.
• When did it start? Over the past three months.
• Where is the issue occurring? Primarily in the phone support department.

The problem statement might thus be: “Over the last three months, customers calling our support center have experienced increased wait times, leading to a rise in complaints.”

This way, you are highlighting a specific timeframe, the people involved, the context, and the issue.

2. Collect data

Now that you have a problem statement, it is time to gather data in more detail.

For example, you might want to find out exactly how often the problem happens, what exactly its impact is, and any facts and figures that might be relevant.

Continuing from the previous example, now you might review call logs and find out that 30% of calls had wait times longer than 10 minutes, compared to only 10% in the previous period.

In addition, looking at customer feedback, you discover that there was a 20% increase in customer complaints and a 5% drop in customer satisfaction scores.

You also find out that the call volume has remained the same but staff attendance logs show that agent availability has dropped by 15%, which points to a problem with understaffing (an issue that needs investigating further).

3. Identify the Cause (or Causes)

You should now have more information to help you look for the cause of the problem.

This is when you can use one or more root cause analysis tools to help you identify the causes.

4. Develop a Solution

This is the problem-solving part of the process, where you try to come up with a solution.

You can gather your team and brainstorm ideas, gather feedback, ask questions, run focus groups and use other strategies to generate ideas for creative problem-solving .

5. Implement, Monitor and Review

After you have come up with ideas, you need to make a decision for which solution (or solutions) you want to implement.

However, the process does not end with implementation because you then need to keep an eye on what happens after you implement the solution (i.e. by monitoring the situation) and review the results, so you can see if you need to adjust your approach in case the solution has not worked as desired.

10 Best Root Cause Analysis Tools with Examples

Below, I have listed 10 different root cause analysis techniques with examples of how they may apply to the workplace.

These tools of root cause analysis can be useful in a variety of situations and in different industries.

This is one of the most famous root cause analysis techniques and it was first created by Sakichi Toyoda , founder of Toyota Industries Corporation in Japan.

The 5 whys technique consists in asking “Why?” 5 times until you reach the root cause of the problem.

For example, imagine that customers are unhappy about having to wait too long when calling customer support. You can use the 5 whys root cause analysis tool as follows by asking:

• Why are customers waiting too long? Not enough agents are available.
• Why aren’t enough agents available? High absenteeism.
• Why is absenteeism high? Agents feel stressed and overwhelmed.
• Why do they feel stressed? They are handling too many calls without breaks.
• Why are they not getting breaks? The scheduling system doesn’t account for high-volume periods.

The root cause then seems to be that poor scheduling systems are leading to agent overload.

2. Fishbone Diagram (Ishikawa Diagram)

This is one of the best root cause analysis tools to visualize the possible causes of a problem and sort them into categories.

You draw a diagram in the shape of a fishbone, with the head representing the problem and the bones along the spine each representing a main possible cause, broad enough to constitute a category.

Then, you brainstorm with the team to further divide each category into more specific causes.

For example, imagine a digital marketing campaign that did not meet conversion goals. A short problem statement is written at the head of the fishbone.

The team may identify 5 broad categories of causes such as: people, methods, technology, content, and budget.

They would then draw each of these as a bone on the fish diagram. Under each category, you then assign one or more possible causes, which they then write next to the corresponding bone, such as:

• People : Insufficient staff to manage the campaign.
• Methods : Poor ad targeting.
• Technology : Low website loading speed.
• Content : Weak call-to-action.
• Budget : Not enough budget for ad placements.

A possible root cause may then be identified as poor ad targeting combined with slow website loading speed that led to low conversion rates.

You can see an example of the Fish Bone diagram here .

3. Pareto Chart

The Pareto chart is a visual representation of the Pareto analysis, which in turn is grounded on the Pareto principle (also called the 80/20 rule).

According to this principle, roughly 80% of effects come from 20% of causes. This means that the majority of problems originate from factors that are in the minority.

To apply the Pareto analysis, collect data about a problem, sort them by frequency or impact, and focus on the factors that create the highest number of issues, or that create issues with the highest frequency.

Then, create a bar chart where each bar represents a different cause of a problem arranged in descending order of frequency or impact.

Add a cumulative line on top, showing the total percentage of the total effect that each category contributes as you move from left to right across the bars.

For example, a sales team is underperforming, with a significant drop in conversions.

The data that you have collected shows the following figures in terms of how much each possible cause contributes to the problem: Low lead quality (30%), long sales cycle (25%), insufficient follow-up (20%), untrained sales reps (15%), outdated CRM system (10%).

As you do the analysis, the Pareto chart shows that 80% of the issue comes from low lead quality and a long sales cycle.

As a result, you discover that addressing lead quality and improving sales cycle efficiency could solve the majority of the performance problem.

4. Scatter Plot Diagram

The scatter plot chart uses a cartesian diagram to position two sets of data in the form of dots, to see if there is a correlation.

For example, imagine you work in healthcare and notice an increasing number of patient readmissions after surgery.

So, you use a scatter plot to analyze the correlation between readmission rates (positioned on the x-axis) and patient follow-up appointments (positioned on the y-axis). You then make a dot on the chart where the data from the two sets of variables meet.

In this example, the scatter plot may reveal a strong correlation between missed follow-up appointments and higher readmission rates. This may mean that poor follow-up management after surgery is contributing to the rise in readmissions.

5. Affinity Diagram

The affinity diagram groups a large amount of data into categories or groups based on natural relationships.

With your team, you brainstorm potential causes for the problem and group them into categories. This process can help you see relationships between causes that you might otherwise miss.

For example, imagine you work in a university where there are high dropout rates among first-year students.

So, with your team, you use an affinity diagram to group the various factors that might influence the dropout rates. For instance, you might identify factors such as financial problems, academic difficulties, social integration issues, and mental health concerns.

You may then notice that financial difficulties and lack of social integration were the most common factors across multiple categories and, as a result, the university decides to offer financial support and mentorship programs for new students.

6. Fault Tree Analysis (FTA)

The fault tree analysis (FTA), also called event tree analysis, is a top-down approach to identifying the possible causes of an undesired event and the possible relationships between these causes.

FTA is one of the root cause analysis techniques that uses a diagram to represent visually the causes and possible correlations.

In this case, the top event (i.e. the fault) goes at the top of the diagram and then, underneath and connected by a line, you position the possible cause. You then break down each cause into possible sub-causes to create a diagram that looks like an inverted tree with branches going down.

FTA also uses specific symbols to signify different types of events, so you can better visualize the types of causes involved and their relations to each other.

A fault tree analysis can be done after the problem has occurred, or before the event in order to prevent it.

Fault tree analysis is predominantly used in industries such as engineering, mining, aerospace, transportation, chemicals, software engineering, and manufacturing. For example, imagine that there is some equipment failure. You can use FTA to break down its potential causes.

So, you represent the failure as the top event and then add the branches underneath, which might be: Maintenance (lack of scheduled maintenance), Mechanical issues (worn-out components), Operator errors (inexperienced staff), Power issues (frequent voltage fluctuations).

As a result of the analysis, you might identify the cause of the failure as a lack of regular maintenance and inexperienced operators. As such, you may decide to Implement preventive maintenance schedules and training programs.

7. Change analysis/Event analysis

These are two root cause analysis techniques that are similar. However, change analysis focuses on how a system or process has changed over time, while event analysis focuses on what happened during a specific incident.

For example, imagine that you work at an embassy and there have been delays in processing citizens’ passport applications.

You can use change analysis to compare the process before and after the problem started.

So, you find out that, before the event, there were adequate staffing levels and stable IT systems. However, at some point in time, there was a reduction in staff and a new IT system was adopted.

So, it becomes clear that staffing reductions and glitches in the new IT system contributed to the delays. As a result, the embassy decides to increase staffing and/or improve the new IT system functionality.

8. Failure Mode and Effects Analysis (FMEA)

Failure mode and effect analysis (FMEA) is one of those root cause analysis tools that are prevalently used in manufacturing and engineering industries, as it is very detailed and good for identifying risks.

FMEA systematically identifies potential failure points in a process or product and prioritizes them based on their risk linked to occurrence and detectability.

You run this type of analysis by creating a table where you list all the possible failure modes (i.e. the inabilities to perform a certain function correctly), their potential effects, the causes, how likely they are to occur, and how easy or hard they are to detect. Then, prioritize these possible failures based on their level of risk and act to prevent them.

For example, imagine you work in the automotive industry and a vehicle component frequently fails after 10,000 miles of use.

You identify the potential failure modes as material fatigue, poor installation process, and component design flaws. The possible effects of these include breakdowns, safety hazards, and customer dissatisfaction.

You then identify material fatigue as being the mode that has the highest risks of happening and of producing the worst effects out of all. The reason why the material deteriorates easily is if you use poor quality in the manufacturing process, so you decide to use better material instead.

9. 8D Report (Eight Disciplines)

the 8D report requires a team of individuals to work together and it involves 8 steps, or disciplines, to find the cause of a problem and address it. So, the 8D report is a whole process that involves various tools as opposed to just being one technique.

For example, imagine that your company has just launched a product that, unfortunately, has a high defect rate. So, you decide to use the 8D report technique to address this problem step by step as such:

• Form a team: c hoose the right people with the appropriate expertise to work together (e.g., product designers and experts in manufacturing)
• Define the problem: create a clear problem statement by using the 5W2H questions (i.e. what, who, why, when, where, how, and how many)
• Implement a temporary fix to contain the problem (e.g., stop shipping the product)
• Identify the root cause: you can use one of the other root cause analysis tools mentioned in this article to do it.
• Develop a permanent corrective action: e.g., decide to fix a problem in the design.
• Implement this action: e.g., ask designers to re-design the product and test it thoroughly.
• Prevent recurrence: for instance, by regularly reviewing and testing the design.
• Congratulate the team: this is an important step for staff motivation and engagement .

10. DMAIC (Define, Measure, Analyze, Improve, Control)

Like the 8D report, this is a process rather than just one individual root cause analysis technique as it involves 5 steps to provide a structured approached to problem-solving.

For example, imagine you are a manager working for a retail chain that has seen a sharp decline in customer satisfaction scores. You then decide to use the 5 DMAIC steps to solve this problem.

So, your team will:

• Define the problem as precisely as possible. Let’s say, for this example, you define it as a decline in satisfaction scores.
• Measure: In this case, you might collect customer feedback and satisfaction data.
• Analyze: you use any tool at your disposal to understand the problem, and root cause analysis tools can be useful here.
• Improve: for example, as a result of your analysis, you decide that it will be useful to introduce self-checkout systems and retrain staff.
• Control: for instance, you decide to monitor satisfaction scores and customer feedback to make sure customer satisfaction remains high in the future.

Using Root Cause Analysis Tools for Problem-Solving

All the root cause analysis tools, techniques, and processes we have seen so far are very helpful for problem-solving and can be applied in many industries and situations.

If you are a manager it is worth being aware of these tools and choosing the most appropriate based on the situation.

Likewise, if you are a corporate trainer or facilitator, you can introduce one or more of these techniques when you teach workshops on problem-solving in the workplace.

If you are teaching or delivering training sessions on problem-solving, you may find these editable problem-solving training course materials useful.

• Recent Posts

• Where to Find Feedback Training PowerPoint Slides for Corporate Trainers
• 5 Tips to Master How to Ask Open vs Closed Questions for Better Conversations
• Feedback Sandwich Technique: 3 Easy Steps for Effective Workplace Communication

Training Materials Catalogue & Prices

Payment Options

• ESPC25, CCD, Dublin, 1-4 Dec 2025
• Business Decision Makers
• IT Professionals
• Microsoft Sessions
• ESPC24 Experiences
• ESPC24 COMMUNITY REPORTERS
• ESPC24 Keynotes
• ESPC24 Tutorials
• ESPC Inspire Stage
• ESPC23 Programme
• ESPC23 Showreel
• ESPC23 Keynotes
• ESPC23 Tutorials
• ESPC23 Diversity & Inclusion Sessions
• ESPC23 Azure Sessions
• ESPC23 Microsoft Teams Sessions
• ESPC23 Microsoft Power Platform Sessions
• ESPC23 Inspire Stage
• 2024 Programme Team
• ESPC Inspire Awards
• ESPC22 Programme
• Photo Gallery
• Code of Conduct

Email Updates Signup

• 2024 Speakers
• 2023 Speakers
• 2023 Microsoft Speakers
• 2022 Speakers
• 2021 Speakers (Online)
• 2020 Speakers (Online)
• 2019 Speakers
• 2018 Speakers
• 2017 Speakers
• 2025 Sponsors
• 2024 Sponsors
• ESPC24 Demo Schedule
• ESPC24 Sponsor Prizes
• Sponsorship Info
• Sponsor Booking Form
• 2023 Sponsors
• 2022 Sponsors
• Why Attend ESPC
• ESPC24 Party Night
• ESPC25 Venue and FAQs
• Volunteer at ESPC
• ESPC Party Night
• Convince my Boss
• Booking T&Cs
• What is the Learning Hub
• Community Blog
• Microsoft Power Platform Week
• Microsoft SharePoint Week
• Microsoft Copilot Week
• Microsoft Fabric Week
• Microsoft Azure AI Week
• Microsoft Teams Week
• Microsoft Azure Week
• Upcoming webinars
• ESPC Hot Seat Webinars
• How To Videos
• BOOK TICKETS
• European Microsoft Fabric Community Conference
• European Power Platform Conference

Keep up, Get ahead

• Name * First Last

You’re almost there…

• Hidden Company
• Country * Afghanistan Albania Algeria American Samoa Andorra Angola Antigua and Barbuda Argentina Armenia Australia Austria Azerbaijan Bahamas Bahrain Bangladesh Barbados Belarus Belgium Belize Benin Bermuda Bhutan Bolivia Bosnia and Herzegovina Botswana Brazil Brunei Bulgaria Burkina Faso Burundi Cambodia Cameroon Canada Cape Verde Cayman Islands Central African Republic Chad Chile China Colombia Comoros Congo, Democratic Republic of the Congo, Republic of the Costa Rica Côte d'Ivoire Croatia Cuba Curaçao Cyprus Czech Republic Denmark Djibouti Dominica Dominican Republic East Timor Ecuador Egypt El Salvador Equatorial Guinea Eritrea Estonia Ethiopia Faroe Islands Fiji Finland France French Polynesia Gabon Gambia Georgia Germany Ghana Greece Greenland Grenada Guam Guatemala Guinea Guinea-Bissau Guyana Haiti Honduras Hong Kong Hungary Iceland India Indonesia Iran Iraq Ireland Israel Italy Jamaica Japan Jordan Kazakhstan Kenya Kiribati North Korea South Korea Kosovo Kuwait Kyrgyzstan Laos Latvia Lebanon Lesotho Liberia Libya Liechtenstein Lithuania Luxembourg Macedonia Madagascar Malawi Malaysia Maldives Mali Malta Marshall Islands Mauritania Mauritius Mexico Micronesia Moldova Monaco Mongolia Montenegro Morocco Mozambique Myanmar Namibia Nauru Nepal Netherlands New Zealand Nicaragua Niger Nigeria Northern Mariana Islands Norway Oman Pakistan Palau Palestine, State of Panama Papua New Guinea Paraguay Peru Philippines Poland Portugal Puerto Rico Qatar Romania Russia Rwanda Saint Kitts and Nevis Saint Lucia Saint Vincent and the Grenadines Samoa San Marino Sao Tome and Principe Saudi Arabia Senegal Serbia Seychelles Sierra Leone Singapore Sint Maarten Slovakia Slovenia Solomon Islands Somalia South Africa Spain Sri Lanka Sudan Sudan, South Suriname Swaziland Sweden Switzerland Syria Taiwan Tajikistan Tanzania Thailand Togo Tonga Trinidad and Tobago Tunisia Turkey Turkmenistan Tuvalu Uganda Ukraine United Arab Emirates United Kingdom United States Uruguay Uzbekistan Vanuatu Vatican City Venezuela Vietnam Virgin Islands, British Virgin Islands, U.S. Yemen Zambia Zimbabwe
• Area of Interest Please Select... Developer IT Professional Business Decision Maker End User Maker
• Hidden Your Comment
• I have read and accept the Privacy Policy .
• Phone This field is for validation purposes and should be left unchanged.

Leanne Armstrong

May 17, 2021

9 Essential Problem Solving Tools: The Ultimate Guide

Problem solving studies have suggested that the average business professional spends 3 hours every week solving work-related problems!

Problem solving  may unfold differently depending on the industry, or even the department you work in. But most of us will agree that before you can fix any issue, you need to be clear on what it is, why it’s happening, and what your ideal long-term solution will achieve.

Understanding both the nature and the cause of a problem is the only way to figure out which actions will help you resolve it.

And given that most problem-solving processes are part inspiration, part perspiration, you’ll be more successful, more often, if you can reach for a problem solving tool that facilitates collaboration, encourages creative thinking, and makes it easier to implement the fix you devise.

We’ve put together this roundup of versatile problem solving tools and software to help you and your team map out and repair workplace issues as efficiently as possible. The problem solving tools include three unique categories: problem solving diagrams, problem solving mind maps, and problem solving software solutions. They include:

• Fishbone diagrams
• Strategy maps
• Mental maps
• Concept maps
• Layered process audit software
• Charting software
• MindManager

Let’s get started!

[Free Webinar] Lean Six Sigma: What it is and why you’ll want to use it on your next project

Problem solving diagrams

Mapping your way out of a problem is the simplest way to see where you are, and where you need to end up.

Not only do  visual problem maps  let you plot the most efficient route from Point A (dysfunctional situation) to Point B (flawless process), problem mapping diagrams make it easier to see:

• The root cause of a dilemma
• Steps, resources, and personnel associated with each possible solution
• The least time-consuming,  most cost-effective options

A visual  problem solving process  help to solidify understanding and are a great way for you and your team to transform abstract ideas into a practical, reconstructive plan.

Here are three examples of common problem mapping diagrams you can try with your team.

1. Fishbone diagrams

Fishbone diagrams are a  common problem solving tool  so-named because, once complete, they resemble the skeleton of a fish.

With the possible root causes of an issue (the ribs) branching off from either side of a spine line attached to the head (the problem), dynamic fishbone diagrams let you:

• Lay out a related set of possible reasons for an existing problem
• Investigate each possibility by breaking it out into sub-causes
• See how contributing factors relate to one another

Fishbone diagrams are also known as cause and effect or Ishikawa diagrams.

2. Flowcharts

A  flowchart  is an easy-to-understand diagram with a variety of applications. But you can use it to outline and examine how the steps of a flawed process connect. Made up of a few simple symbols linked with arrows indicating  workflow  direction, flowcharts clearly illustrate what happens at each stage of a process – and how each event impacts other events and decisions.

3. Strategy maps

Frequently used as a  strategic planning tool , strategy maps also work well as problem mapping diagrams. Based on a hierarchal system, thoughts and ideas can be arranged on a single page to flesh out a potential resolution. Once you’ve got a few tactics you feel are worth exploring as possible ways to overcome a challenge, a strategy map will help you establish the best route to your problem-solving goal.

Problem solving mind maps

Problem solving mind maps are especially valuable in visualization. Because they facilitate the brainstorming process that plays a key role in both root cause analysis and the identification of potential solutions, they help make problems more solvable.

Mind maps  are diagrams that represent your thinking. Since many people struggle taking or working with hand-written or typed notes, mind maps were designed to let you lay out and structure your thoughts visually so you can play with ideas, concepts, and solutions the same way your brain does.

By starting with a single notion that branches out into greater detail, problem solving mind maps make it easy to:

• Explain unfamiliar problems or processes in less time
• Share and elaborate on novel ideas
• Achieve better group comprehension that can lead to more effective solutions

4. Mental maps

A mental map helps you get your thoughts about what might be causing a workplace issue out of your head and onto a shared digital space. Because mental maps mirror the way our brains take in and analyze new information, using them to describe your theories visually will help you and your team work through and test those thought models.

5. Idea maps

Idea maps let you take advantage of a wide assortment of colors and images to lay down and organize your scattered thought process. Idea maps are ideal  brainstorming tools  because they allow you to present and explore ideas about the best way to solve a problem collaboratively, and with a shared sense of enthusiasm for outside-the-box thinking.

6. Concept maps

Concept maps are one of the best ways to shape your thoughts around a potential solution because they let you create interlinked, visual representations of intricate concepts. By laying out your suggested problem-solving process digitally – and using lines to form and define relationship connections – your group will be able to see how each piece of the solution puzzle connects with another.

Problem solving software solutions

Problem solving software is the best way to take advantage of multiple problem solving tools in one platform. While some software programs are geared toward specific industries or processes – like manufacturing or customer relationship management, for example – others, like  MindManager , are purpose-built to work across multiple trades, departments, and teams.

Here are three problem-solving software examples.

7. Layered process audit software

Layered process audits (LPAs) help companies oversee production processes and keep an eye on the cost and quality of the goods they create. Dedicated LPA software makes problem solving easier for manufacturers because it helps them see where costly leaks are occurring and allows all levels of management to get involved in repairing those leaks.

8. Charting software

Charting software comes in all shapes and sizes to fit a variety of business sectors. Pareto charts, for example, combine bar charts with line graphs so companies can compare different problems or contributing factors to determine their frequency, cost, and significance. Charting software is often used in marketing, where a variety of bar charts and X-Y axis diagrams make it possible to display and examine competitor profiles, customer segmentation, and sales trends.

9. MindManager

No matter where you work, or what your problem-solving role looks like, MindManager is a problem solving software that will  make your team more productive  in figuring out why a process, plan, or project isn’t working the way it should.

Once you know why an obstruction, shortfall, or difficulty exists, you can use MindManager’s wide range of brainstorming and problem mapping diagrams to:

• Find the most promising way to correct the situation
• Activate your chosen solution, and
• Conduct regular checks to make sure your repair work is sustainable

MindManager is the ultimate  problem solving software .

Not only is it versatile enough to use as your go-to system for puzzling out all types of workplace problems, MindManager’s built-in forecasting tools, timeline charts, and warning indicators let you plan, implement, and monitor your solutions.

By allowing your group to work together more effectively to break down problems, uncover solutions, and rebuild processes and workflows, MindManager’s versatile collection of problem solving tools will help make everyone on your team a more efficient problem solver.

Lean Six Sigma is one powerful problem solving and efficiency auditing technique that can be accomplished using MindManager.  Watch this webinar  for a full overview of what Lean Six Sigma is, and how MindManager fits into the process.

Find more great content here !

Related articles

• 5 steps to problem solving proficiency
• 9 problem solving tools you should be using with your team

Armstrong, L. (2021). 9 Essential Problem Solving Tools: The Ultimate Guide. Available at: https://blog.mindmanager.com/blog/2020/07/202007problem-solving-tools/ [Accessed: 11th May 2021].

You might also like ...

Blogs from Microsoft Data Platform MVPs

Getting to understand Azure Bicep Parameters

How does Copilot for Microsoft 365 work? Data flow of a prompt.

Trending Posts

Recent Posts

• Jingle All the Way to Savings: Automate Azure Bastion with Azure Automation!
• Get Azure cost estimates in Azure DevOps PR comments with Bicep
• Enhancing RAG with Maximum Marginal Relevance (MMR) in Azure AI Search
• How to Creating Custom Copilots for SharePoint Online Using SharePoint Site as Knowledge
• Getting Started with Power BI React APIs.

Rate This Post

Join our mailing list.

Sign up to receive exclusive content and analysis from the Microsoft 365 & Azure community, as well as the latest conference updates and offers. NOTE: This is for content only. You do not need to register for conference sessions.

• Country Afghanistan Albania Algeria American Samoa Andorra Angola Antigua and Barbuda Argentina Armenia Australia Austria Azerbaijan Bahamas Bahrain Bangladesh Barbados Belarus Belgium Belize Benin Bermuda Bhutan Bolivia Bosnia and Herzegovina Botswana Brazil Brunei Bulgaria Burkina Faso Burundi Cambodia Cameroon Canada Cape Verde Cayman Islands Central African Republic Chad Chile China Colombia Comoros Congo, Democratic Republic of the Congo, Republic of the Costa Rica Côte d'Ivoire Croatia Cuba Curaçao Cyprus Czech Republic Denmark Djibouti Dominica Dominican Republic East Timor Ecuador Egypt El Salvador Equatorial Guinea Eritrea Estonia Ethiopia Faroe Islands Fiji Finland France French Polynesia Gabon Gambia Georgia Germany Ghana Greece Greenland Grenada Guam Guatemala Guinea Guinea-Bissau Guyana Haiti Honduras Hong Kong Hungary Iceland India Indonesia Iran Iraq Ireland Israel Italy Jamaica Japan Jordan Kazakhstan Kenya Kiribati North Korea South Korea Kosovo Kuwait Kyrgyzstan Laos Latvia Lebanon Lesotho Liberia Libya Liechtenstein Lithuania Luxembourg Macedonia Madagascar Malawi Malaysia Maldives Mali Malta Marshall Islands Mauritania Mauritius Mexico Micronesia Moldova Monaco Mongolia Montenegro Morocco Mozambique Myanmar Namibia Nauru Nepal Netherlands New Zealand Nicaragua Niger Nigeria Northern Mariana Islands Norway Oman Pakistan Palau Palestine, State of Panama Papua New Guinea Paraguay Peru Philippines Poland Portugal Puerto Rico Qatar Romania Russia Rwanda Saint Kitts and Nevis Saint Lucia Saint Vincent and the Grenadines Samoa San Marino Sao Tome and Principe Saudi Arabia Senegal Serbia Seychelles Sierra Leone Singapore Sint Maarten Slovakia Slovenia Solomon Islands Somalia South Africa Spain Sri Lanka Sudan Sudan, South Suriname Swaziland Sweden Switzerland Syria Taiwan Tajikistan Tanzania Thailand Togo Tonga Trinidad and Tobago Tunisia Turkey Turkmenistan Tuvalu Uganda Ukraine United Arab Emirates United Kingdom United States Uruguay Uzbekistan Vanuatu Vatican City Venezuela Vietnam Virgin Islands, British Virgin Islands, U.S. Yemen Zambia Zimbabwe
• Area of Interest Area of Interest Developer IT Professional Business Decision Maker End User Maker

Privacy Overview

Resource centre login - content.

Forgot Password?

Enter something special:

Not a member yet? Create a free account Sign Up

Already a member? Simply Login

Become an ESPC Community Member today to access a wealth of SharePoint, Office 365 and Azure knowledge for free. New content is added daily to the online Resource Centre, across a variety of topics and formats from Microsoft MVP’s and industry experts. With over 2,500 eBooks, webinars, presentations, how to videos and blogs, there is something to suit everyone’s learning styles and career goals.

• Password * Enter Password Confirm Password
• Create Username *
• Area of Interest * Please Select... Developer IT Professional Business Decision Maker End User Maker
• Join to receive 1 Monthly Newsletter with Top and Upcoming Content and the occasional dedicated Webinar, Hot Seat or eBook email :) .
• I have read and accept the Privacy Policy and the Terms and Conditions
• ** Verification Email will be sent ** Check your Spam/Junk/Clutter folder

Already have an account? Sign In

STAY UP TO DATE - JOIN OUR MAILING LIST

Lean Six Sigma Training Certification

• Facebook Instagram Twitter LinkedIn YouTube
• (877) 497-4462

20 Powerful Problem-Solving Techniques for the Modern Workplace: A Comprehensive Guide

September 23rd, 2024

Here’s a fact…

Organizations that are great at solving problems are about 3.5 times more likely to grow their income faster than other companies!

But what’s so crucial about problem-solving that makes such a big impact?

What is Problem-Solving?

Problem-solving is about finding and fixing issues that stop a company from reaching its goals.

Being good at solving problems is important for businesses to do well and for people to move up in their careers.

Companies that are great at solving problems can:

• Get more work done with less waste
• Make customers happier
• Come up with new ideas
• Change quickly when the market changes

For people, getting better at solving problems can help them:

• Move up faster in their job
• Enjoy their work more
• Make better choices
• Become better leaders

The Evolution of Problem-solving Techniques

Traditional problem-solving approaches often relied on linear thinking and standardized processes . While these methods still have their place, contemporary problem-solving techniques have evolved to meet the demands of our complex, interconnected business world.

Modern problem-solving techniques emphasize:

• Systems thinking
• Cross-functional collaboration
• Data-driven decision-making
• Rapid prototyping and iteration

Adapting to fast-paced, digital environments requires a blend of traditional wisdom and innovative approaches. For instance, while the core principles of Six Sigma remain relevant, we now apply them in conjunction with agile methodologies and digital tools to solve problems more efficiently.

Key Skills for Effective Problem-solving

To excel in problem-solving, professionals need to develop a diverse skill set:

• Analytical thinking : The ability to break down complex issues into manageable components and identify root causes.
• Creativity : Generating innovative solutions and thinking outside the box.
• Communication : Clearly articulating problems and solutions to stakeholders at all levels.
• Adaptability : Remaining flexible and open to new approaches as situations evolve.

By honing these skills and applying the right problem-solving techniques, you can tackle even the most challenging business issues with confidence.

Ready to enhance your problem-solving skills? Get started with our Lean Six Sigma Green Belt training covers essential techniques like Root Cause Analysis and Process Mapping. Enroll now to boost your analytical and creative problem-solving abilities.

The Fundamental Problem-Solving Process

Whether you’re troubleshooting a manufacturing issue or optimizing a business process , the fundamental problem-solving procedure remains the same. Let me walk you through the key problem-solving steps that I’ve successfully implemented across various industries.

Identifying and Defining the Problem

The first and most crucial step in any problem-solving technique is accurately identifying and defining the problem . In my experience, many organizations rush to solutions without fully understanding the root cause of their issues . To avoid this pitfall, I recommend using these root-cause analysis techniques:

• The 5 Whys : This simple yet powerful method involves asking “Why?” five times to dig deeper into the problem’s origin.
• Fishbone Diagram : Also known as the Ishikawa diagram , this visual tool helps identify potential causes of a problem across different categories.

Once you’ve identified the root cause, it’s essential to frame a clear problem statement. This statement should be specific, measurable, and actionable.

For example, instead of saying “Customer satisfaction is low”, a better problem statement would be “Customer satisfaction scores have decreased by 15% in the past quarter, primarily due to longer response times in our customer service department”.

Gathering and Analyzing Relevant Information

After defining the problem, the next step in the problem-solving procedure is to collect and analyze relevant data . In my work with companies like GE and HP, I’ve found that data-driven decision-making is crucial for effective problem-solving. Here are some data collection methods and analytical tools I frequently use:

• Surveys and interviews
• Process mapping
• Statistical analysis (e.g., regression analysis, hypothesis testing )
• Pareto charts to identify the most significant factors

Generating Potential Solutions

With a clear understanding of the problem and relevant data in hand, it’s time to generate potential solutions. This is where creative problem-solving techniques come into play. I often employ a mix of individual and group ideation techniques, such as:

• Brainstorming sessions
• Mind mapping
• SCAMPER technique (Substitute, Combine, Adapt, Modify, Put to another use, Eliminate, Reverse)
• Nominal Group Technique for team-based idea generation

Evaluating and Selecting the Best Solution

Once you have a list of potential solutions, it’s crucial to evaluate them systematically. In my workshops, I teach various decision-making frameworks , including:

• Decision matrices
• Cost-benefit analysis
• SWOT analysis (Strengths, Weaknesses, Opportunities, Threats)

It’s also essential to conduct a thorough risk assessment of each potential solution. This helps in identifying and mitigating any potential negative consequences before implementation.

Implementing and Monitoring the Solution

The final step in the problem-solving process is implementation and monitoring. This involves:

• Developing a detailed action plan with clear responsibilities and timelines
• Implementing the solution on a small scale ( pilot test ) when possible
• Establishing key performance indicators (KPIs) to measure the solution’s effectiveness
• Regularly monitoring and adjusting the solution as needed

Individual Problem-Solving Techniques

From optimizing manufacturing processes to streamlining business operations, I’ve learned that having a diverse toolkit of problem-solving techniques is crucial for success. In this section, I’ll share some of the most effective individual problem-solving techniques I’ve used and taught in my workshops worldwide.

Analytical Techniques

• SWOT Analysis SWOT Analysis is a versatile problem-solving technique that I frequently use when helping organizations identify strategic opportunities. It involves analyzing Strengths, Weaknesses, Opportunities, and Threats . For example, when I worked with a major tech company to improve their product development process, we used SWOT to identify internal capabilities and external market factors that could impact their innovation strategy.
• Pareto Analysis Also known as the 80/20 rule , Pareto Analysis is a powerful tool for prioritizing problems . I’ve found it particularly useful in manufacturing environments. During a project with a leading automotive supplier, we used Pareto Analysis to identify that 80% of their quality issues stemmed from just 20% of their processes, allowing us to focus our improvement efforts effectively.
• 5 Whys The 5 Whys is a simple yet profound technique for root cause analysis . By asking “why” five times, you can dig deeper into the underlying causes of a problem. I once used this method with a healthcare provider to uncover the root cause of patient wait times, which led to a 30% reduction in delays.

Creative Techniques

• Mind Mapping Mind Mapping is one of my favorite creative problem-solving techniques. It’s a visual tool that helps organize thoughts and ideas around a central concept. When working with a software company to improve its customer support process, we used mind mapping to brainstorm and categorize potential solutions, leading to a more holistic approach to customer satisfaction.
• Reverse Brainstorming This technique involves reversing the problem statement to generate new perspectives. Instead of asking “How can we improve product quality?”, we ask “How can we make the product worse?” This often leads to surprising insights. I’ve successfully used this method in workshops to help teams break out of conventional thinking patterns.
• SCAMPER Method SCAMPER (Substitute, Combine, Adapt, Modify, Put to another use, Eliminate, Reverse) is a versatile creative problem-solving technique . When consulting for a consumer goods company, we used SCAMPER to redesign a product line, resulting in innovative features that boosted sales by 15%.

Decision-Making Techniques

• Decision Matrix A Decision Matrix helps evaluate and prioritize options based on weighted criteria . I’ve found this particularly useful when working with executive teams to make complex strategic decisions. For instance, when helping a telecommunications company choose between expansion strategies, we used a decision matrix to objectively assess each option against key business objectives.
• Pros and Cons Analysis While simple, a thorough Pros and Cons Analysis can be incredibly effective. I often use this technique as a starting point in my problem-solving workshops to help teams quickly assess potential solutions before diving deeper.
• Cost-Benefit Analysis In my experience, a rigorous Cost-Benefit Analysis is crucial for justifying improvement initiatives to stakeholders. When working with a government agency to streamline its operations, we used this technique to demonstrate the long-term financial benefits of process improvements, securing buy-in for a major transformation project.

Case Study: Revolutionizing Inventory Management

A few years ago, I worked with a large electronics manufacturer facing significant inventory management challenges . Here’s how we applied multiple techniques to solve their problem:

• We started with a SWOT Analysis to understand their current inventory management system’s strengths and weaknesses.
• Using Pareto Analysis , we identified that 80% of their excess inventory issues were related to just 20% of their product lines.
• We applied the 5 Whys technique to dig into the root causes of overstocking in these key product lines.
• To generate innovative solutions, we used Mind Mapping and the SCAMPER method in brainstorming sessions with cross-functional teams.
• Finally, we employed a Decision Matrix to evaluate and select the most promising solutions, followed by a detailed Cost-Benefit Analysis to justify the implementation.

The result? The company reduced excess inventory by 40% within six months, leading to significant cost savings and improved cash flow.

Team-Based Problem-Solving Techniques

I’ve seen firsthand how team-based problem-solving techniques can unlock innovative solutions and drive transformative change.

Collaborative Techniques

• Brainstorming Brainstorming remains one of the most popular problem-solving techniques in the workplace . The key to effective brainstorming is creating an environment where all ideas are welcomed and judgment is suspended. For example, during a project with a major automotive manufacturer, a brainstorming session led to a novel approach to supply chain optimization, resulting in a 15% reduction in lead times.
• Nominal Group Technique The Nominal Group Technique is a structured brainstorming method that I often use when working with diverse teams. This technique involves individual idea generation followed by group discussion and voting. I found this particularly effective when helping a healthcare provider redesign their patient intake process. By giving equal voice to frontline staff and administrators, we developed a solution that improved patient satisfaction scores by 30%.
• Delphi Method For complex problems requiring expert input, the Delphi Method is one of my go-to problem-solving strategies. This technique involves multiple rounds of anonymous questionnaires and feedback. I’ve successfully employed this method in long-term strategic planning for various organizations. In one instance, we used the Delphi Method to help a technology company forecast future market trends, leading to a successful product diversification strategy .

Structured Problem-Solving Approaches

• Six Thinking Hats Edward de Bono’s Six Thinking Hats is a powerful technique for looking at problems from multiple perspectives . I’ve integrated this method into many of my Six Sigma workshops. When working with a financial services firm to improve their risk assessment process, we used the Six Thinking Hats approach to ensure we considered emotional, creative, and critical viewpoints, resulting in a more robust risk management framework.
• Design Thinking Design Thinking is an iterative problem-solving process that I’ve found particularly useful for customer-centric challenges. During a project with a major e-commerce platform, we employed Design Thinking to reimagine their user experience. By empathizing with users, defining pain points, ideating solutions, prototyping, and testing, we developed an interface that increased user engagement by 25%.
• Lean Problem-Solving Rooted in the Toyota Production System, Lean Problem-Solving focuses on eliminating waste and improving efficiency . I’ve applied this methodology extensively in manufacturing environments. For instance, when working with a consumer electronics manufacturer, we used Lean Problem-Solving techniques to streamline their production line, resulting in a 20% increase in throughput and significant cost savings.

Conflict Resolution Techniques

• Win-Win Approach The Win-Win Approach is crucial for resolving conflicts in team problem-solving scenarios. I always emphasize this technique in my leadership workshops. During a merger between two competing departments at a large corporation, we used the Win-Win Approach to find solutions that benefited both parties, leading to a smoother integration and improved overall performance.
• Compromise and Negotiation Effective compromise and negotiation skills are essential in team-based problem-solving . I’ve coached numerous executives on these techniques. In one instance, when mediating a dispute between a company and its suppliers, our negotiation approach led to a mutually beneficial agreement that strengthened the supply chain and reduced costs for both parties.
• Mediation As a neutral third party, mediation can be a powerful tool for resolving team conflicts. I’ve often played the role of mediator in complex organizational disputes. For example, when resolving a conflict between marketing and product development teams at a software company, our mediation process not only solved the immediate issue but also established better communication channels for future collaboration.

Want to master advanced problem-solving methods for complex organizational challenges? Our Lean Six Sigma Black Belt program delves deep into statistical tools and leadership techniques.

Industry-Specific Problem-Solving Applications

What I’ve learned is that while the core principles of problem-solving remain consistent, their application can vary significantly depending on the industry context. Let’s talk about some industry-specific problem-solving techniques that I’ve found particularly effective in my consulting work.

Manufacturing and Operations

• Six Sigma Six Sigma is a data-driven problem-solving technique that I’ve implemented extensively in manufacturing environments. During my consulting time, we used Six Sigma to reduce defects in a production line by 99.99%, resulting in millions of dollars in savings. The DMAIC (Define, Measure, Analyze, Improve, Control) framework of Six Sigma provides a structured approach to identifying and solving complex manufacturing problems.
• Kaizen Kaizen, or continuous improvement , is another powerful problem-solving technique in manufacturing. I’ve facilitated numerous Kaizen events, including one at a major automotive parts supplier where we reduced setup times by 50%. The key to Kaizen’s success is its focus on small, incremental improvements that add up to significant gains over time.

Technology and Software Development

• Agile Methodologies In the fast-paced world of tech, Agile methodologies have revolutionized problem-solving. When working with a leading software company, we implemented Scrum, an Agile framework , to improve their product development process. This resulted in a 30% reduction in time-to-market for new features and increased customer satisfaction.
• A/B Testing A/B testing is a problem-solving technique I often recommend for digital products. In a project with an e-commerce platform, we used A/B testing to optimize their checkout process, leading to a 15% increase in conversion rates. This method allows for data-driven decision-making in real-time , which is crucial in the rapidly evolving tech landscape.
• Root Cause Analysis (RCA) In healthcare, patient safety is paramount, making Root Cause Analysis a critical problem-solving technique. I once worked with a large hospital to implement RCA in their medication error reporting system. This led to a 40% reduction in medication errors over six months by identifying and addressing systemic issues.
• Plan-Do-Study-Act (PDSA) Cycle The PDSA cycle is another effective problem-solving technique in healthcare . When helping a clinic improve its patient wait times, we used PDSA to test and refine various interventions. This iterative approach allowed us to reduce average wait times by 25% while ensuring that the changes didn’t negatively impact patient care quality.

Finance and Business Strategy

• Scenario Planning In the volatile world of finance, scenario planning is a crucial problem-solving technique. I’ve used this method with several financial institutions to prepare for potential market disruptions. For instance, we helped a regional bank develop robust contingency plans for various economic scenarios, which proved invaluable during the 2008 financial crisis.
• Porter’s Five Forces Porter’s Five Forces is a strategic problem-solving framework I often employ when working on business strategy issues. In a project with a retail chain facing increasing competition, we used this model to analyze the competitive landscape and identify new market opportunities, leading to a successful expansion strategy.

Case Study: Revolutionizing Manufacturing with Industry 4.0

I worked with a large manufacturing company that was struggling with efficiency and quality issues. Here’s how we applied multiple techniques to solve their problems:

• We started with a Six Sigma DMAIC project to identify the root causes of quality issues.
• Implemented Kaizen events to drive continuous improvement on the shop floor.
• Utilized Agile methodologies to develop a custom IoT solution for real-time monitoring of production lines.
• Employed A/B testing to optimize the user interface of the monitoring system for maximum operator efficiency.

The result? A 40% reduction in defect rates, a 25% improvement in overall equipment effectiveness, and a successful transition into Industry 4.0 practices.

By understanding and applying these industry-specific problem-solving techniques, you can tackle the unique challenges in your field more effectively. Remember, the key is to adapt these methods to your specific context and combine them when necessary for optimal results.

Problem-solving in Remote and Digital Environments

I’ve witnessed firsthand the dramatic shift toward remote and digital work environments. This transition has brought new challenges to the problem-solving landscape and opened up exciting opportunities for innovation.

Challenges of Virtual Problem-Solving

• Communication Barriers One of the biggest hurdles I’ve encountered in remote problem-solving is the lack of face-to-face interaction. Non-verbal cues, crucial in understanding team dynamics, are often lost in virtual settings. During a project with a global team, we had to work extra hard to ensure clear communication across different time zones and cultures.
• Collaboration Limitations Virtual environments can sometimes hinder spontaneous collaboration . The casual “water cooler” conversations that often spark innovative ideas are less frequent. In a project, we had to deliberately create virtual spaces for informal interactions to maintain team creativity and cohesion.

Digital Tools for Remote Problem-Solving

• Virtual Whiteboards I’ve found virtual whiteboards to be indispensable for remote problem-solving. Tools like Miro or MURAL allow teams to visualize problems and solutions collaboratively. In a Six Sigma workshop I conducted for a government institution, we used a virtual whiteboard to create a detailed fishbone diagram, which helped identify the root causes of a complex process issue.
• Online Collaboration Platforms Platforms like Microsoft Teams or Slack have become central to remote problem-solving efforts . We used these tools to create dedicated channels for different aspects of our problem-solving process, from data analysis to solution brainstorming.

Techniques for Effective Virtual Brainstorming

• Silent Brainstorming Silent brainstorming has become one of my favorite techniques for virtual environments. It involves having team members independently write down ideas before sharing them. This method helps overcome the challenge of dominant voices in virtual meetings and ensures all ideas are heard. I recently used this technique which resulted in a 30% increase in the number of ideas generated compared to traditional verbal brainstorming.
• Round-Robin Ideation Round-robin ideation is another effective virtual problem-solving technique . Each team member takes turns presenting an idea, ensuring equal participation. In a project we used this method to tackle a complex supply chain issue, resulting in a diverse range of solutions that we might not have uncovered in a less structured format.

Tips for Effective Remote Problem-Solving

• Establish clear communication protocols
• Use visual aids and collaborative tools
• Schedule regular check-ins and informal virtual meetings
• Encourage active participation from all team members
• Be mindful of time zones and cultural differences
• Utilize asynchronous communication when appropriate
• Invest in reliable technology and provide the necessary training

By adapting our problem-solving techniques to remote and digital environments, we can overcome the challenges and harness the unique advantages of virtual collaboration . In my experience, remote problem-solving can lead to more diverse perspectives and innovative solutions when done right.

Looking to implement effective problem-solving strategies across your entire organization? Our Lean Six Sigma Champion Leadership program equips executives with the skills to drive continuous improvement and foster a culture of problem-solving.

Emerging Trends and Technologies in Problem-Solving

The emergence of new technologies has revolutionized how we approach challenges, offering unprecedented opportunities for efficiency and innovation.

Data-Driven Problem-Solving

• Big Data Analytics The explosion of big data has transformed problem-solving techniques in the business. During a recent project with a major retailer, we leveraged big data analytics to optimize their supply chain. By analyzing vast amounts of historical sales data, weather patterns, and social media trends, we developed a predictive model that reduced stock-outs by 35% while minimizing excess inventory.
• Predictive Modeling Predictive modeling has become one of the best problem-solving techniques in my toolkit. In a project with a telecommunications company, we used predictive modeling to anticipate network outages before they occurred. This proactive approach allowed the company to reduce downtime by 50%, significantly improving customer satisfaction.

AI and Machine Learning in Problem-Solving

• Pattern Recognition AI-powered pattern recognition has dramatically enhanced our ability to identify complex problems. In a recent manufacturing project, we implemented an AI system that could detect subtle anomalies in product quality that human inspectors often miss. This led to a 40% reduction in defect rates and substantial cost savings.
• Automated Decision-Making Automated decision-making systems are revolutionizing how we solve routine problems. For instance, in a project with a financial services firm, we developed an AI-driven system for credit approval. This not only sped up the process but also improved the accuracy of credit decisions by 25%.

Augmented and Virtual Reality Applications

• Simulations for Complex Problem-Solving Augmented Reality (AR) and Virtual Reality (VR) have opened up new frontiers in problem-solving, especially for complex systems. In a recent aerospace project, we used VR simulations to troubleshoot engine design issues. This allowed engineers to visualize and interact with 3D models, leading to faster problem identification and more innovative solutions.
• Virtual Collaboration Environments VR is also transforming how teams collaborate on problem-solving . In a global project for a tech giant, we used a virtual collaboration environment to bring together experts from different continents. This immersive experience facilitated better communication and idea sharing, resulting in more creative solutions to complex technical challenges.

Emerging Technologies in Problem-Solving

• Big Data Analytics
• Predictive Modeling
• AI-Powered Pattern Recognition
• Automated Decision-Making Systems
• Augmented Reality Simulations
• Virtual Reality Collaboration Environments
• Quantum Computing for Complex Calculations
• Internet of Things (IoT) for Real-Time Data Collection
• Blockchain for Transparent Problem Tracking
• Natural Language Processing for Sentiment Analysis

These emerging technologies are not just tools; they’re reshaping the very nature of problem-solving in business. As a Six Sigma practitioner, I’ve found that integrating these technologies with traditional problem-solving methods can lead to breakthrough solutions.

For instance, in a recent project with a semiconductor manufacturer, we combined Six Sigma’s DMAIC methodology with AI-driven predictive modeling . This hybrid approach allowed us to not only solve current yield issues but also predict and prevent future problems, resulting in a sustained 20% improvement in overall yield.

As we look to the future, the key to effective problem-solving will be the ability to seamlessly blend human expertise with these advanced technologies. The most successful problem solvers will be those who can harness the power of AI, VR, and big data while still applying critical thinking and creativity.

Developing and Improving Problem-Solving Skills

I can confidently say that problem-solving is not just a skill—it’s a mindset that can be continuously developed and refined . Cultivating strong problem-solving skills can transform careers and drive organizational success.

Let’s look at strategies for developing and improving your problem-solving abilities , drawing from my experiences training thousands of professionals worldwide.

Continuous Learning and Practice

• Problem-Solving Exercises and Games One of the most effective ways to enhance your problem-solving techniques is through regular practice. I often recommend brain teasers and logic puzzles to my workshop participants. For instance, during a training session, we used the “ Nine Dots Puzzle ” to illustrate the importance of thinking outside the box. These exercises help sharpen your analytical skills and encourage creative thinking.
• Application Opportunities Nothing beats real-world experience when it comes to honing your problem-solving strategies . I always encourage my clients to seek out challenging projects within their organizations. I mentored junior engineers by involving them in complex process improvement initiatives . This hands-on experience allowed them to apply various problem-solving techniques in a practical setting, accelerating their learning curve.

Cultivating a Problem-Solving Mindset

• Embracing Challenges The best problem solvers I’ve worked with, from startups to Fortune 500 companies, share one common trait: they view problems as opportunities rather than obstacles. In a recent project with a healthcare provider, we reframed a patient care issue as a chance to innovate their service delivery model. This shift in perspective led to a breakthrough solution that improved patient satisfaction scores by 40%.
• Learning from Failures Failure is an inevitable part of the problem-solving process . What sets great problem solvers apart is their ability to learn from these setbacks. I recall a project where our initial solution didn’t yield the expected results. Instead of getting discouraged, we conducted a thorough post-mortem analysis , which led to insights that ultimately drove the project’s success.

Building a Diverse Skill Set

• Cross-Functional Knowledge The most effective problem solvers are those with a broad base of knowledge. Throughout my career, I’ve consistently encouraged professionals to step outside their comfort zones. For example, I once advised a finance professional to shadow the manufacturing team. This cross-functional exposure enhanced her ability to solve interdepartmental issues, leading to more holistic solutions.
• Emotional Intelligence Technical skills are crucial, but emotional intelligence is equally important in problem-solving, especially in team settings. During a workshop, we incorporated exercises to improve empathy and communication skills. This focus on emotional intelligence led to more collaborative problem-solving sessions and better team outcomes.

Challenge : Put Your Skills to the Test

I challenge you to take on a problem in your workplace using a technique you’ve never tried before. Perhaps use the “ 5 Whys ” to dig into a recurring issue, or apply the SCAMPER method to innovate a product or process. Share your experience in the comments —I’d love to hear about your results!

Tips for Improving Problem-Solving Skills

• Practice regularly with puzzles and brain teasers
• Seek out challenging projects at work
• Reframe problems as opportunities for innovation
• Conduct post-mortem analyses on failed attempts
• Gain exposure to different departments and functions
• Develop emotional intelligence through targeted exercises
• Stay updated on industry trends and emerging technologies
• Participate in problem-solving workshops and seminars
• Mentor others to reinforce your skills
• Reflect on your problem-solving process and continuously refine it

Remember, becoming an expert problem solver is a journey, not a destination. As the business landscape evolves, so too must our problem-solving techniques.

By committing to continuous improvement and embracing new challenges, you’ll not only solve the problems of today but be prepared for the challenges of tomorrow.

Going Ahead

We’ve covered a wide range of problem-solving techniques, from the analytical rigor of Six Sigma to the creative approaches of design thinking.

We’ve explored how these methods can be applied across various industries and adapted for remote environments. We’ve also looked at emerging trends, showing how AI and big data are reshaping the landscape of problem-solving.

Key takeaways:

• The importance of a structured problem-solving process
• The power of combining analytical and creative techniques
• The value of team-based approaches in complex problem-solving
• The potential of data-driven and AI-enhanced problem-solving methods
• The necessity of continuously developing your problem-solving skills

Remember, the most effective problem solvers are those who can adapt their approach to the unique challenges they face. Whether you’re troubleshooting a manufacturing issue, optimizing a business process , or tackling a global supply chain challenge, the techniques we’ve discussed provide a robust toolkit for success.

As you move forward in your career, I encourage you to implement these problem-solving techniques in your daily work. Start with small challenges and gradually apply these methods to more complex problems. Share your learnings with your team and create a culture of continuous improvement in your organization.

The ability to solve problems effectively is more than just a skill—it’s a competitive advantage in today’s rapidly changing business landscape. By honing your problem-solving abilities , you’re not just preparing for the challenges of today, but positioning yourself as a leader for the challenges of tomorrow.

Remember, every problem is an opportunity in disguise. Happy problem-solving!

SixSigma.us offers both Live Virtual classes as well as Online Self-Paced training. Most option includes access to the same great Master Black Belt instructors that teach our World Class in-person sessions. Sign-up today!

Virtual Classroom Training Programs Self-Paced Online Training Programs

SixSigma.us Accreditation & Affiliations

Monthly Management Tips

• Be the first one to receive the latest updates and information from 6Sigma
• Get curated resources from industry-experts
• Gain an edge with complete guides and other exclusive materials
• Become a part of one of the largest Six Sigma community
• Unlock your path to become a Six Sigma professional

" * " indicates required fields

5 effective tools for problem solving - from logic trees to scenario planning

Share this article.

Solving problems may seem simple, but when we are faced with complex situations, it quickly becomes a challenge. Whether it's making decisions at work, in project teams or in private, it often requires more than a quick judgement. To reach the best solutions, we sometimes need tools that can help us see the big picture while managing the details.

Five Powerful Tools for Effective Problem Solving

Solving problems is a vital part of both work and everyday life. But some problems are too complex or uncertain to tackle all at once. In these situations, structured tools can help us better understand the issues, analyze alternatives, and make well-thought-out choices. Five useful tools for this are logic trees, decision trees, weighted factor analysis, premortem analysis, and scenario planning. These tools help organize complex issues and make it possible to break down, prioritize, and prepare for various outcomes.

In this article, we’ll explore how each tool works, when they’re best used, and provide concrete examples. Whether you’re making high-stakes strategic decisions at work or tackling challenges in your personal life, these tools can help you take your next steps with greater confidence.

Logic Trees: Break Down the Problem Step by Step

A logic tree is a tool that helps break down a complex problem into smaller, more manageable parts. By visualizing the issue in a logic tree, you can see the entire structure and identify the areas most relevant to finding a solution. This approach is especially helpful when a problem has several potential causes or paths forward. By mapping out the components in a tree, you can analyze each branch separately and focus on the areas that need extra attention.

Example: Imagine a company trying to understand why its sales are declining. Using a logic tree, they can break down the problem into different possible causes, such as customer satisfaction, marketing strategy, product quality, and pricing. Each part of the tree can then be analyzed to see where the issue might lie. Is it a drop in customer interest, or perhaps a shift in their marketing strategy that’s impacting sales?

Logic trees make it easier to see the big picture without missing important details. It’s a practical method for organizing thoughts and ensuring no part of the problem gets overlooked.

Decision Trees: Analyze Options and Risks in Uncertain Situations

Decision trees are valuable when you need to make choices involving multiple possible outcomes and risks. A decision tree is a graphical model where each branch represents an option and its potential consequences. By mapping out various paths, you can more easily assess which risks and opportunities are involved and choose the option that yields the best results.

Example: An investor considering buying a property can use a decision tree to assess different market scenarios. For the initial decision – to buy or not buy – the tree can show possible outcomes based on the market’s future. If the property market increases in value, the investment could be profitable, but if it declines, the outcome will be different. The decision tree helps the investor understand potential risks and make a more informed choice.

With a decision tree, you can quickly see which options are most advantageous and prepare for what might happen based on your decisions. This helps you act more strategically, especially in uncertain situations.

Weighted Factor Analysis: Compare Options Using Weighted Criteria

Weighted factor analysis is a method for comparing different options based on criteria that carry different levels of importance. By listing out weighted criteria, you can see which option best fits your priorities. This method is particularly useful for decisions with many factors and makes it simple to rank options based on your preferences.

Example: A family considering a move to a new city can use weighted factor analysis to compare different locations. They may prioritize factors such as schools, recreational activities, housing costs, and proximity to work. By assigning each factor a weight, the family can see which city best matches their needs and preferences.

Weighted factor analysis allows you to make decisions that are objective and based on what truly matters most to you, rather than just following a gut feeling. It provides a clear picture of which option is most advantageous.

Premortem Analysis: Anticipate Problems Before They Occur

Premortem analysis is a tool used to identify potential problems before they happen. Instead of waiting for issues to arise, you imagine that the project has already failed and analyze what might have gone wrong. By identifying potential obstacles in advance, you reduce the chances of those problems occurring.

Example: A project team working on a product launch can use a premortem before the launch date. They imagine that the launch didn’t go as planned and explore possible reasons – was the marketing insufficient, or did they overlook a key customer segment? By taking the time for a premortem, the team can find solutions in advance, making the launch more robust and thought-out.

Premortem analysis is especially useful for complex projects with many uncertainties. It helps teams think strategically and prepare for potential pitfalls.

Scenario Planning: Prepare for Different Future Situations

Scenario planning is a way to plan for various possible future outcomes. By creating different scenarios, you can prepare for a range of situations that may arise, especially when the future is uncertain. This tool is particularly useful for long-term strategies where both positive and negative changes can impact the outcome.

Example: A company planning its long-term strategy can use scenario planning to prepare for different market developments. They might consider what happens if new technologies change the industry or if political changes impact their operations. By developing scenarios, the company can craft strategies for each situation, giving them greater flexibility and security for the future.

Scenario planning helps you think broadly and be ready for multiple outcomes, allowing you to respond quickly and adapt to changes.

Summary: Strengthen Your Decision-Making with Structured Tools

Using these tools – logic trees, decision trees, weighted factor analysis, premortem analysis, and scenario planning – can enhance your problem-solving skills. They help you organize and prioritize your choices, making it easier to make thoughtful decisions in both professional and personal situations. When you use these tools, you’re better equipped to tackle challenges, manage uncertainty, and make decisions that lead you in the right direction.

Did you like this article? Here is more...

Swot and impact assessment, a guide to formulating growth targets, strategic goals and conditions., guide: effective ways to measure and achieve strategic goals..

Effective management with GoalEnvision dashboard - Overview, responsibility and commitment

Explore business planning: a series of articles on strategic success, sme performance management, what is a management team, managing director / ceo, board of directors.