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A Better Way to Set Strategic Priorities

• Derek Lidow

It doesn’t involve rank ordering them.

Smart leaders understand that their job requires them to identify trade-offs, choosing what not to do as much as what to do. Grading the importance of various initiatives in an environment of finite resources is a primary test of leadership.

• Derek Lidow teaches entrepreneurship, innovation and creativity at Princeton. He was the founder and former CEO of iSuppli Corporation and is the author of Startup Leadership (Jossey-Bass 2014). Follow him on Twitter: @DerekLidow .

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Prioritization

“Things which matter most must never be at the mercy of things which matter least.”

– Johann Wolfgang von Goethe, 18th Century German Author

A strategy is simply arranging actions in order of importance. Strategic leadership is simply a massive ongoing exercise in prioritization.

– Prioritizing what customers, geographies, and markets to go after – Prioritizing the needs of customers to address – Prioritizing the innovation and ways to serve customers better – Prioritizing what is important to focus on – Prioritizing a company’s resources, capital, and investments – Prioritizing actions, people’s time and resources to achieve the goals – People prioritizing what they do every single day

It sounds strange, but prioritization is the main role of a strategic leader. All of the strategic concepts and tools we go over are to help strategic leaders prioritize the actions necessary to achieve a goal. And, if there is one thing that all strategic leaders should focus on day in and day out, across everything they do, it is prioritizing.

When I was a strategy analyst at Mercer Management Consulting , fresh out of Stanford, my manager and I were debating a PowerPoint slide for the executive team of a multi-billion manufacturer. It was a pretty dull slide, with some bullet points on one side of the slide, and a chart on the other, it was 8 pm, and I just wanted to feed my rumbling stomach.

My manager, Jonathan, looked at a slide for a few minutes, looked at me, paused, and then said, “How are these bullet points and this chart prioritized?” Confused, I said, “What do you mean?” He replied, “Joe, everything you do should be prioritized, whether it is figuring out what you are going to do today, analyzing data, or communicating recommendations. “

What Jonathan said that evening had a profound impact on me. And, from that day on, I embraced prioritization as one of my core principles that I try to apply to everything. The essence of problem solving is simply prioritizing the largest problems and opportunities, and prioritizing the most effective and efficient solutions to those problems and opportunities.

Why is prioritization so important?

I often find myself telling CEOs and leaders, “Imagine how much you would grow, if every day, every person, prioritized everything they worked on?”

We only have so much time in a day, so much energy, so many resources, and so much money in the bank. Constant prioritization of problems, activities, investments, and hires, is critical to making sure the actions we take will create the most value .

How do you prioritize everything?

It takes the right mindset , goal orientation, use of the right tools, and vigilance to prioritize everything continually. Here are some of the best practices for making it happen.

Prioritize Prioritization

More than anything, prioritization is a mindset of figuring out and navigating through the magnitude and importance of problems, opportunities, and solutions. Strategic leaders infuse prioritization within an organization . The simplest way to prioritize prioritization is to continually use a simple question, “How do we prioritize…fill in the blank…?”

Understand Magnitude

Prioritization is arranging things in order of importance, which necessitates understanding the magnitude of things. A substantial amount of analysis within organizations is done to try to understand the magnitude of things. We’ll go over some of the most important analytical tools to help understand the magnitude, including Pareto analysis, trend, sensitivity, variance, correlation, benchmarking , and voice of customer analysis.

Create More Options and Understand Opportunity Cost

Strong strategies and prioritization necessitate creating better options . Often, the best thing to do is not even in the current options. Spend more time figuring out what are all the options and then prioritize. If you prioritize a bunch of options that aren’t going to drive much value, then you are optimizing a sub-optimal solution.

Align Efforts to the Mission and Goals

  One of the easiest ways to ensure activities are naturally prioritized is to filter them through the mission and goals of an organization. Once again, use simple questions , such as “How does this idea help us achieve our mission or goals?”

Focus on Return on Investment (ROI)

  Another way to think about prioritization is to understand and rank order the relative ROI of a set of options. Whether you are thinking through a big project or figuring out your daily priorities, there are always two parts to the ROI equation. The investment of doing something, which represents the costs and capital tied to the time, and resources for doing something. And, the return, or the positive impact to revenues, cost, and/or capital of doing something. In a later section on decision-making, we’ll go over cost-benefit analysis, prioritization matrices, and decision matrices to help you understand the relative ROI of options.

Focus on Low-Hanging Fruit

  Anytime I work with an organization, there is often a substantial amount of low-hanging fruit, or activities, which necessitate little time and investment to capture a large amount of value. Use the prioritization matrix as a nice tool to help you identify low-hanging fruit.

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To get you going on your prioritization, download the free and editable Prioritization PowerPoint Worksheet.

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Prioritization

Making best use of your time and resources.

By the Mind Tools Content Team

Prioritization is the essential skill that you need to make the very best use of your own efforts and those of your team. It's also a skill that you need to create calmness and space in your life so that you can focus your energy and attention on the things that really matter.

It's particularly important when time is limited and demands are seemingly unlimited. It helps you to allocate your time where it's most-needed and most wisely spent, freeing you and your team up from less important tasks that can be attended to later... or quietly dropped.

With good prioritization (and careful management of reprioritized tasks) you can bring order to chaos, massively reduce stress , and move towards a successful conclusion. Without it, you'll flounder around, drowning in competing demands.

Simple Prioritization

At a simple level, you can prioritize based on time constraints, on the potential profitability or benefit of the task you're facing, or on the pressure you're under to complete a job:

• Prioritization based on project value or profitability is probably the most commonly-used and rational basis for prioritization. Whether this is based on a subjective guess at value or a sophisticated financial evaluation, it often gives the most efficient results.
• Time constraints are important where other people are depending on you to complete a task, and particularly where this task is on the critical path of an important project. Here, a small amount of your own effort can go a very long way.
• And it's a brave (and maybe foolish) person who resists his or her boss's pressure to complete a task, when that pressure is reasonable and legitimate.

Prioritization Tools

While these simple approaches to prioritization suit many situations, there are plenty of special cases where you'll need other prioritization and time management tools if you're going to be truly effective. We look at some of these prioritization tools below:

Paired Comparison Analysis

Paired Comparison Analysis is most useful where decision criteria are vague, subjective or inconsistent. It helps you prioritize options by asking you to compare each item on a list with all other items on the list individually.

By deciding in each case which of the two is most important, you can consolidate results to get a prioritized list.

Decision Matrix Analysis

Decision Matrix Analysis helps you prioritize a list of tasks where you need to take many different factors into consideration.

The Action Priority Matrix

This quick and simple diagramming technique asks you to plot the value of the task against the effort it will consume.

By doing this you can quickly spot the "quick wins" which will give you the greatest rewards in the shortest possible time, and avoid the "hard slogs" which soak up time for little eventual reward. This is an ingenious approach for making highly efficient prioritization decisions.

See our article on the Action Priority Matrix to find out more.

Eisenhower Urgent/Important Principle

Similar to the Action Priority Matrix, this technique asks you to think about whether tasks are urgent or important.

Frequently, seemingly urgent tasks actually aren't that important. And often, really important activities (like working towards your life goals) just aren't that urgent. This approach helps you cut through this.

See our article on Eisenhower's Urgent/Important Principle to find out more.

The Ansoff Matrix and the Boston Matrix

These give you quick "rules of thumb" for prioritizing the opportunities open to you.

The Ansoff Matrix helps you evaluate and prioritize opportunities by risk. The Boston Matrix does a similar job, helping you to prioritize opportunities based on the attractiveness of a market and your ability to take advantage of it.

Pareto Analysis

Where you're facing a flurry of problems that you need to solve, Pareto Analysis helps you identify the most important changes to make.

It firstly asks you to group together the different types of problem you face, and then asks you to count the number of cases of each type of problem. By prioritizing the most common type of problem, you can focus your efforts on resolving it. This clears time to focus on the next set of problems, and so on.

The Modified Borda Count

The Modified Borda Count is a useful technique for prioritizing issues and projects within a group, giving everyone fair input into the prioritization process. This is particularly useful where consensus is important, and where a robust group decision needs to be made.

Using this tool, each group participant "nominates" his or her priority issues, and then ranks them on a scale, of say 1 to 10. The score for each issue is then added up, with issues then prioritized based on scores. The obvious fairness of this approach makes it particularly useful where prioritization is based on subjective criteria, and where people's "buy in" to the prioritization decision is needed.

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Easy Problem Solving

Prioritizing Causes & Solutions

Post brainstorming, Fish bone technique, data gathering exercise , you are left with a long list of causes, solutions and you now need to find the ones that really matter and you should invest effort of digging further (causes) or start implementing (solutions). When you brainstorm for solutions, you may get a lot, use the CI Matrix to find the ones you should really implement.

Check out the boxes below, click on the link to find a suitable technique

Affinity Diagram

Learn how to use brainstorming session to land on major areas to work  on , know

Affinity diagram

Find your biggest risks , understand measure their impact and prioritize via  

Post your data gathering , find the factors that matter most , use 80:20 principle

Use this voting technique to distill . See Nominal Group technique and more in 

Brainstorming

How to find the right causes or solutions to implement , see

Control -- Impact Matrix

Ideas/ thoughts can be generated by brainstorming - this serves as the next step - to organize and summarize natural groupings among them to understand the problem and come up with innovative solutions. So it is a complete technique to brainstorm and distill ideas

Read on about "how to" , see example here

FMEA - Failure Mode Effect Analysis

FMEA is a risk management tool, used to find your biggest risk areas for the chosen area. It helps us find, prioritize, risk areas to work upon as a project. Cause of failures found via FMEA route , help you find prioritized areas of work

Learn about how to do FMEA here  

Pareto helps you prioritize and visually present it. Find the factors that are affecting your problem area most, follow it up with 5 why and improve your process. 

Learn more about Pareto, download an excel template here

NGT - Nominal Group Technique

A voting technique to prioritize, distill ideas from a brainstorming session . 

Read on about to how to brainstorm and use NGT

C-I , Control - Impact Matrix

Have you encountered situation where you have found a solution or a cause but realized some where in the process of implementation that you have no control over the cause or idea. 

OR it could be that you realize that the impact of solution on the problem is big enough to fight for control 

Control - Impact matrix or another variant - Effort - Benefit Matrix is such prioritization tool that helps you figure out , if solution or cause is worth fighting over to get approval or implement 

How to do CI and an example here

How to master the seven-step problem-solving process

In this episode of the McKinsey Podcast , Simon London speaks with Charles Conn, CEO of venture-capital firm Oxford Sciences Innovation, and McKinsey senior partner Hugo Sarrazin about the complexities of different problem-solving strategies.

Podcast transcript

Simon London: Hello, and welcome to this episode of the McKinsey Podcast , with me, Simon London. What’s the number-one skill you need to succeed professionally? Salesmanship, perhaps? Or a facility with statistics? Or maybe the ability to communicate crisply and clearly? Many would argue that at the very top of the list comes problem solving: that is, the ability to think through and come up with an optimal course of action to address any complex challenge—in business, in public policy, or indeed in life.

Looked at this way, it’s no surprise that McKinsey takes problem solving very seriously, testing for it during the recruiting process and then honing it, in McKinsey consultants, through immersion in a structured seven-step method. To discuss the art of problem solving, I sat down in California with McKinsey senior partner Hugo Sarrazin and also with Charles Conn. Charles is a former McKinsey partner, entrepreneur, executive, and coauthor of the book Bulletproof Problem Solving: The One Skill That Changes Everything [John Wiley & Sons, 2018].

Charles and Hugo, welcome to the podcast. Thank you for being here.

Hugo Sarrazin: Our pleasure.

Charles Conn: It’s terrific to be here.

Simon London: Problem solving is a really interesting piece of terminology. It could mean so many different things. I have a son who’s a teenage climber. They talk about solving problems. Climbing is problem solving. Charles, when you talk about problem solving, what are you talking about?

Charles Conn: For me, problem solving is the answer to the question “What should I do?” It’s interesting when there’s uncertainty and complexity, and when it’s meaningful because there are consequences. Your son’s climbing is a perfect example. There are consequences, and it’s complicated, and there’s uncertainty—can he make that grab? I think we can apply that same frame almost at any level. You can think about questions like “What town would I like to live in?” or “Should I put solar panels on my roof?”

You might think that’s a funny thing to apply problem solving to, but in my mind it’s not fundamentally different from business problem solving, which answers the question “What should my strategy be?” Or problem solving at the policy level: “How do we combat climate change?” “Should I support the local school bond?” I think these are all part and parcel of the same type of question, “What should I do?”

I’m a big fan of structured problem solving. By following steps, we can more clearly understand what problem it is we’re solving, what are the components of the problem that we’re solving, which components are the most important ones for us to pay attention to, which analytic techniques we should apply to those, and how we can synthesize what we’ve learned back into a compelling story. That’s all it is, at its heart.

I think sometimes when people think about seven steps, they assume that there’s a rigidity to this. That’s not it at all. It’s actually to give you the scope for creativity, which often doesn’t exist when your problem solving is muddled.

Simon London: You were just talking about the seven-step process. That’s what’s written down in the book, but it’s a very McKinsey process as well. Without getting too deep into the weeds, let’s go through the steps, one by one. You were just talking about problem definition as being a particularly important thing to get right first. That’s the first step. Hugo, tell us about that.

Hugo Sarrazin: It is surprising how often people jump past this step and make a bunch of assumptions. The most powerful thing is to step back and ask the basic questions—“What are we trying to solve? What are the constraints that exist? What are the dependencies?” Let’s make those explicit and really push the thinking and defining. At McKinsey, we spend an enormous amount of time in writing that little statement, and the statement, if you’re a logic purist, is great. You debate. “Is it an ‘or’? Is it an ‘and’? What’s the action verb?” Because all these specific words help you get to the heart of what matters.

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Simon London: So this is a concise problem statement.

Hugo Sarrazin: Yeah. It’s not like “Can we grow in Japan?” That’s interesting, but it is “What, specifically, are we trying to uncover in the growth of a product in Japan? Or a segment in Japan? Or a channel in Japan?” When you spend an enormous amount of time, in the first meeting of the different stakeholders, debating this and having different people put forward what they think the problem definition is, you realize that people have completely different views of why they’re here. That, to me, is the most important step.

Charles Conn: I would agree with that. For me, the problem context is critical. When we understand “What are the forces acting upon your decision maker? How quickly is the answer needed? With what precision is the answer needed? Are there areas that are off limits or areas where we would particularly like to find our solution? Is the decision maker open to exploring other areas?” then you not only become more efficient, and move toward what we call the critical path in problem solving, but you also make it so much more likely that you’re not going to waste your time or your decision maker’s time.

How often do especially bright young people run off with half of the idea about what the problem is and start collecting data and start building models—only to discover that they’ve really gone off half-cocked.

Hugo Sarrazin: Yeah.

Charles Conn: And in the wrong direction.

Simon London: OK. So step one—and there is a real art and a structure to it—is define the problem. Step two, Charles?

Charles Conn: My favorite step is step two, which is to use logic trees to disaggregate the problem. Every problem we’re solving has some complexity and some uncertainty in it. The only way that we can really get our team working on the problem is to take the problem apart into logical pieces.

What we find, of course, is that the way to disaggregate the problem often gives you an insight into the answer to the problem quite quickly. I love to do two or three different cuts at it, each one giving a bit of a different insight into what might be going wrong. By doing sensible disaggregations, using logic trees, we can figure out which parts of the problem we should be looking at, and we can assign those different parts to team members.

Simon London: What’s a good example of a logic tree on a sort of ratable problem?

Charles Conn: Maybe the easiest one is the classic profit tree. Almost in every business that I would take a look at, I would start with a profit or return-on-assets tree. In its simplest form, you have the components of revenue, which are price and quantity, and the components of cost, which are cost and quantity. Each of those can be broken out. Cost can be broken into variable cost and fixed cost. The components of price can be broken into what your pricing scheme is. That simple tree often provides insight into what’s going on in a business or what the difference is between that business and the competitors.

If we add the leg, which is “What’s the asset base or investment element?”—so profit divided by assets—then we can ask the question “Is the business using its investments sensibly?” whether that’s in stores or in manufacturing or in transportation assets. I hope we can see just how simple this is, even though we’re describing it in words.

When I went to work with Gordon Moore at the Moore Foundation, the problem that he asked us to look at was “How can we save Pacific salmon?” Now, that sounds like an impossible question, but it was amenable to precisely the same type of disaggregation and allowed us to organize what became a 15-year effort to improve the likelihood of good outcomes for Pacific salmon.

Simon London: Now, is there a danger that your logic tree can be impossibly large? This, I think, brings us onto the third step in the process, which is that you have to prioritize.

Charles Conn: Absolutely. The third step, which we also emphasize, along with good problem definition, is rigorous prioritization—we ask the questions “How important is this lever or this branch of the tree in the overall outcome that we seek to achieve? How much can I move that lever?” Obviously, we try and focus our efforts on ones that have a big impact on the problem and the ones that we have the ability to change. With salmon, ocean conditions turned out to be a big lever, but not one that we could adjust. We focused our attention on fish habitats and fish-harvesting practices, which were big levers that we could affect.

People spend a lot of time arguing about branches that are either not important or that none of us can change. We see it in the public square. When we deal with questions at the policy level—“Should you support the death penalty?” “How do we affect climate change?” “How can we uncover the causes and address homelessness?”—it’s even more important that we’re focusing on levers that are big and movable.

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Simon London: Let’s move swiftly on to step four. You’ve defined your problem, you disaggregate it, you prioritize where you want to analyze—what you want to really look at hard. Then you got to the work plan. Now, what does that mean in practice?

Hugo Sarrazin: Depending on what you’ve prioritized, there are many things you could do. It could be breaking the work among the team members so that people have a clear piece of the work to do. It could be defining the specific analyses that need to get done and executed, and being clear on time lines. There’s always a level-one answer, there’s a level-two answer, there’s a level-three answer. Without being too flippant, I can solve any problem during a good dinner with wine. It won’t have a whole lot of backing.

Simon London: Not going to have a lot of depth to it.

Hugo Sarrazin: No, but it may be useful as a starting point. If the stakes are not that high, that could be OK. If it’s really high stakes, you may need level three and have the whole model validated in three different ways. You need to find a work plan that reflects the level of precision, the time frame you have, and the stakeholders you need to bring along in the exercise.

Charles Conn: I love the way you’ve described that, because, again, some people think of problem solving as a linear thing, but of course what’s critical is that it’s iterative. As you say, you can solve the problem in one day or even one hour.

Charles Conn: We encourage our teams everywhere to do that. We call it the one-day answer or the one-hour answer. In work planning, we’re always iterating. Every time you see a 50-page work plan that stretches out to three months, you know it’s wrong. It will be outmoded very quickly by that learning process that you described. Iterative problem solving is a critical part of this. Sometimes, people think work planning sounds dull, but it isn’t. It’s how we know what’s expected of us and when we need to deliver it and how we’re progressing toward the answer. It’s also the place where we can deal with biases. Bias is a feature of every human decision-making process. If we design our team interactions intelligently, we can avoid the worst sort of biases.

Simon London: Here we’re talking about cognitive biases primarily, right? It’s not that I’m biased against you because of your accent or something. These are the cognitive biases that behavioral sciences have shown we all carry around, things like anchoring, overoptimism—these kinds of things.

Both: Yeah.

Charles Conn: Availability bias is the one that I’m always alert to. You think you’ve seen the problem before, and therefore what’s available is your previous conception of it—and we have to be most careful about that. In any human setting, we also have to be careful about biases that are based on hierarchies, sometimes called sunflower bias. I’m sure, Hugo, with your teams, you make sure that the youngest team members speak first. Not the oldest team members, because it’s easy for people to look at who’s senior and alter their own creative approaches.

Hugo Sarrazin: It’s helpful, at that moment—if someone is asserting a point of view—to ask the question “This was true in what context?” You’re trying to apply something that worked in one context to a different one. That can be deadly if the context has changed, and that’s why organizations struggle to change. You promote all these people because they did something that worked well in the past, and then there’s a disruption in the industry, and they keep doing what got them promoted even though the context has changed.

Simon London: Right. Right.

Hugo Sarrazin: So it’s the same thing in problem solving.

Charles Conn: And it’s why diversity in our teams is so important. It’s one of the best things about the world that we’re in now. We’re likely to have people from different socioeconomic, ethnic, and national backgrounds, each of whom sees problems from a slightly different perspective. It is therefore much more likely that the team will uncover a truly creative and clever approach to problem solving.

Simon London: Let’s move on to step five. You’ve done your work plan. Now you’ve actually got to do the analysis. The thing that strikes me here is that the range of tools that we have at our disposal now, of course, is just huge, particularly with advances in computation, advanced analytics. There’s so many things that you can apply here. Just talk about the analysis stage. How do you pick the right tools?

Charles Conn: For me, the most important thing is that we start with simple heuristics and explanatory statistics before we go off and use the big-gun tools. We need to understand the shape and scope of our problem before we start applying these massive and complex analytical approaches.

Simon London: Would you agree with that?

Hugo Sarrazin: I agree. I think there are so many wonderful heuristics. You need to start there before you go deep into the modeling exercise. There’s an interesting dynamic that’s happening, though. In some cases, for some types of problems, it is even better to set yourself up to maximize your learning. Your problem-solving methodology is test and learn, test and learn, test and learn, and iterate. That is a heuristic in itself, the A/B testing that is used in many parts of the world. So that’s a problem-solving methodology. It’s nothing different. It just uses technology and feedback loops in a fast way. The other one is exploratory data analysis. When you’re dealing with a large-scale problem, and there’s so much data, I can get to the heuristics that Charles was talking about through very clever visualization of data.

You test with your data. You need to set up an environment to do so, but don’t get caught up in neural-network modeling immediately. You’re testing, you’re checking—“Is the data right? Is it sound? Does it make sense?”—before you launch too far.

Simon London: You do hear these ideas—that if you have a big enough data set and enough algorithms, they’re going to find things that you just wouldn’t have spotted, find solutions that maybe you wouldn’t have thought of. Does machine learning sort of revolutionize the problem-solving process? Or are these actually just other tools in the toolbox for structured problem solving?

Charles Conn: It can be revolutionary. There are some areas in which the pattern recognition of large data sets and good algorithms can help us see things that we otherwise couldn’t see. But I do think it’s terribly important we don’t think that this particular technique is a substitute for superb problem solving, starting with good problem definition. Many people use machine learning without understanding algorithms that themselves can have biases built into them. Just as 20 years ago, when we were doing statistical analysis, we knew that we needed good model definition, we still need a good understanding of our algorithms and really good problem definition before we launch off into big data sets and unknown algorithms.

Simon London: Step six. You’ve done your analysis.

Charles Conn: I take six and seven together, and this is the place where young problem solvers often make a mistake. They’ve got their analysis, and they assume that’s the answer, and of course it isn’t the answer. The ability to synthesize the pieces that came out of the analysis and begin to weave those into a story that helps people answer the question “What should I do?” This is back to where we started. If we can’t synthesize, and we can’t tell a story, then our decision maker can’t find the answer to “What should I do?”

Simon London: But, again, these final steps are about motivating people to action, right?

Charles Conn: Yeah.

Simon London: I am slightly torn about the nomenclature of problem solving because it’s on paper, right? Until you motivate people to action, you actually haven’t solved anything.

Charles Conn: I love this question because I think decision-making theory, without a bias to action, is a waste of time. Everything in how I approach this is to help people take action that makes the world better.

Simon London: Hence, these are absolutely critical steps. If you don’t do this well, you’ve just got a bunch of analysis.

Charles Conn: We end up in exactly the same place where we started, which is people speaking across each other, past each other in the public square, rather than actually working together, shoulder to shoulder, to crack these important problems.

Simon London: In the real world, we have a lot of uncertainty—arguably, increasing uncertainty. How do good problem solvers deal with that?

Hugo Sarrazin: At every step of the process. In the problem definition, when you’re defining the context, you need to understand those sources of uncertainty and whether they’re important or not important. It becomes important in the definition of the tree.

You need to think carefully about the branches of the tree that are more certain and less certain as you define them. They don’t have equal weight just because they’ve got equal space on the page. Then, when you’re prioritizing, your prioritization approach may put more emphasis on things that have low probability but huge impact—or, vice versa, may put a lot of priority on things that are very likely and, hopefully, have a reasonable impact. You can introduce that along the way. When you come back to the synthesis, you just need to be nuanced about what you’re understanding, the likelihood.

Often, people lack humility in the way they make their recommendations: “This is the answer.” They’re very precise, and I think we would all be well-served to say, “This is a likely answer under the following sets of conditions” and then make the level of uncertainty clearer, if that is appropriate. It doesn’t mean you’re always in the gray zone; it doesn’t mean you don’t have a point of view. It just means that you can be explicit about the certainty of your answer when you make that recommendation.

Simon London: So it sounds like there is an underlying principle: “Acknowledge and embrace the uncertainty. Don’t pretend that it isn’t there. Be very clear about what the uncertainties are up front, and then build that into every step of the process.”

Hugo Sarrazin: Every step of the process.

Simon London: Yeah. We have just walked through a particular structured methodology for problem solving. But, of course, this is not the only structured methodology for problem solving. One that is also very well-known is design thinking, which comes at things very differently. So, Hugo, I know you have worked with a lot of designers. Just give us a very quick summary. Design thinking—what is it, and how does it relate?

Hugo Sarrazin: It starts with an incredible amount of empathy for the user and uses that to define the problem. It does pause and go out in the wild and spend an enormous amount of time seeing how people interact with objects, seeing the experience they’re getting, seeing the pain points or joy—and uses that to infer and define the problem.

Simon London: Problem definition, but out in the world.

Hugo Sarrazin: With an enormous amount of empathy. There’s a huge emphasis on empathy. Traditional, more classic problem solving is you define the problem based on an understanding of the situation. This one almost presupposes that we don’t know the problem until we go see it. The second thing is you need to come up with multiple scenarios or answers or ideas or concepts, and there’s a lot of divergent thinking initially. That’s slightly different, versus the prioritization, but not for long. Eventually, you need to kind of say, “OK, I’m going to converge again.” Then you go and you bring things back to the customer and get feedback and iterate. Then you rinse and repeat, rinse and repeat. There’s a lot of tactile building, along the way, of prototypes and things like that. It’s very iterative.

Simon London: So, Charles, are these complements or are these alternatives?

Charles Conn: I think they’re entirely complementary, and I think Hugo’s description is perfect. When we do problem definition well in classic problem solving, we are demonstrating the kind of empathy, at the very beginning of our problem, that design thinking asks us to approach. When we ideate—and that’s very similar to the disaggregation, prioritization, and work-planning steps—we do precisely the same thing, and often we use contrasting teams, so that we do have divergent thinking. The best teams allow divergent thinking to bump them off whatever their initial biases in problem solving are. For me, design thinking gives us a constant reminder of creativity, empathy, and the tactile nature of problem solving, but it’s absolutely complementary, not alternative.

Simon London: I think, in a world of cross-functional teams, an interesting question is do people with design-thinking backgrounds really work well together with classical problem solvers? How do you make that chemistry happen?

Hugo Sarrazin: Yeah, it is not easy when people have spent an enormous amount of time seeped in design thinking or user-centric design, whichever word you want to use. If the person who’s applying classic problem-solving methodology is very rigid and mechanical in the way they’re doing it, there could be an enormous amount of tension. If there’s not clarity in the role and not clarity in the process, I think having the two together can be, sometimes, problematic.

The second thing that happens often is that the artifacts the two methodologies try to gravitate toward can be different. Classic problem solving often gravitates toward a model; design thinking migrates toward a prototype. Rather than writing a big deck with all my supporting evidence, they’ll bring an example, a thing, and that feels different. Then you spend your time differently to achieve those two end products, so that’s another source of friction.

Now, I still think it can be an incredibly powerful thing to have the two—if there are the right people with the right mind-set, if there is a team that is explicit about the roles, if we’re clear about the kind of outcomes we are attempting to bring forward. There’s an enormous amount of collaborativeness and respect.

Simon London: But they have to respect each other’s methodology and be prepared to flex, maybe, a little bit, in how this process is going to work.

Hugo Sarrazin: Absolutely.

Simon London: The other area where, it strikes me, there could be a little bit of a different sort of friction is this whole concept of the day-one answer, which is what we were just talking about in classical problem solving. Now, you know that this is probably not going to be your final answer, but that’s how you begin to structure the problem. Whereas I would imagine your design thinkers—no, they’re going off to do their ethnographic research and get out into the field, potentially for a long time, before they come back with at least an initial hypothesis.

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Hugo Sarrazin: That is a great callout, and that’s another difference. Designers typically will like to soak into the situation and avoid converging too quickly. There’s optionality and exploring different options. There’s a strong belief that keeps the solution space wide enough that you can come up with more radical ideas. If there’s a large design team or many designers on the team, and you come on Friday and say, “What’s our week-one answer?” they’re going to struggle. They’re not going to be comfortable, naturally, to give that answer. It doesn’t mean they don’t have an answer; it’s just not where they are in their thinking process.

Simon London: I think we are, sadly, out of time for today. But Charles and Hugo, thank you so much.

Charles Conn: It was a pleasure to be here, Simon.

Hugo Sarrazin: It was a pleasure. Thank you.

Simon London: And thanks, as always, to you, our listeners, for tuning into this episode of the McKinsey Podcast . If you want to learn more about problem solving, you can find the book, Bulletproof Problem Solving: The One Skill That Changes Everything , online or order it through your local bookstore. To learn more about McKinsey, you can of course find us at McKinsey.com.

Charles Conn is CEO of Oxford Sciences Innovation and an alumnus of McKinsey’s Sydney office. Hugo Sarrazin is a senior partner in the Silicon Valley office, where Simon London, a member of McKinsey Publishing, is also based.

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Essential Tools: Organization Prioritization, Time Management, Decision Making and Problem Solving

Learning Objectives:

• Build trust through productive organization, prioritization, and time management
• Identify strategies to increase organization and prioritization
• Manage commitments to build trust and respect with peers and supervisors
• Choose appropriate strategies and make sound and well-grounded decisions

Watch these videos on time management :

http://www.bing.com/videos/search?q=Most+Popular+Time+Management+Funny&Form=VQFRVP#view=detail&mid=ED2A635BF1F59E96BB81ED2A635BF1F59E96BB81 time management techniques

https://youtu.be/0245yIOjdDk    Eisenhower matrix

https://youtu.be/tT89OZ7TNwc    Eisenhower matrix

Watch the Jar of Life Video—setting priorities :

https://youtu.be/v5ZvL4as2y0    Rocks, pebbles, sand story

Watch these videos on decision making :

https://youtu.be/lm9gOxnX5XM    Big Bang Theory decision making; funny

https://youtu.be/VrSUe_m19FY decision making – take action; funny

Making and Keeping Commitments

Our relationships with other people are vital to our effective participation in the world. We live in a world of engagement and the language we choose to use creates a power that ripples outwards. Somewhat similar to the reaction that occurs when we drop a pebble in a pond. We use language to not only describe our world but to create it. And effective communication, including keeping our commitments is central to that. Keeping commitments is a crucial factor for every family, friendship or partnership, and for every team, association, or organization. Every one of these groups is comprised of us, and others, engaging in a continuing cycle of conversations and commitments

Of all the types of conversations we have, the most potent and productive is when we make an offer to another, or when we request a commitment from another. And when that offer or request is accepted this can be characterized as ‘The Promise Cycle’ .  This simple act of making and managing promises then creates a mutual commitment from one person to another to take a specific future action.

And the responsibility that accompanies a promise is to do ‘what’ we said we would do, do it to the ‘standard’ to which we committed, and to do it at the ‘time’ we committed to. In other words, we must deliver what we promise, to the standard we promise and when we promise. The effectiveness of this process relies on the clarity of the conditions. In other words, how well formed and well expressed the commitment is, and how well it’s understood by both people.

The promise cycle can be described this way. It occurs when you offer to do something for another as an: Offer + Acceptance = Promise , or when another makes a request of you as a: Request + Acceptance = Promise . In life we bind ourselves to each other through promises and we begin to drift when we don’t deliver on those promises. Therefore the making and keeping of commitments is an important element of our communication. It determines predictability, certainty and continuity in all our various relationships.

Now imagine the profound impact that would occur in every aspect of life if all members of your family, your team, your associations, or your organization kept their commitments? Mutual trust would increase, and as a result efficiency, effectiveness and productivity would grow exponentially. Trust is central to our identity; such a simple process; such a profound impact. And In an organizational setting; understanding and using this process allows team and business leaders to develop a committed, collaborative, high- performance culture .

Reflection:

Now think of one instance in both your personal life and professional life where you have made a promise and delivered on that promise.

Then think of one instance in both your personal and professional life when you have made a promise and not delivered on that promise.

What were the implications and results?

Ada pted from: Robert Dunham, Institute for Generative Leadership, Boulder, CO   (C) 2015, Institute for Generative Leadership – http://generateleadership.com/

Excerpt from the Seven Habits of Highly Effective People by Stephen Covey, 1989

Personal management has evolved in a pattern similar to many other areas of human endeavor. Major developmental thrusts, or ‘waves’ as Alvin Toffler calls them, follow each other in succession, each adding a vital new dimension.

Likewise, in the area of time management, each generation builds on the one before it – each one moves us toward greater control of our lives. The first wave or generation could be characterized by notes and checklists, an effort to give some semblance of recognition and inclusiveness to the many demands placed on our time and energy.

The second generation could be characterized by calendars and appointment books. This wave reflects an attempt to look ahead, to schedule events and activities in the future.

The third generation reflects the current time management field. It adds to those preceding generations the important idea of prioritization, of clarifying values, and of comparing the relative worth of activities based on their relationship to those values. In addition, it focuses on setting goals – specific long-, intermediate- and short-term targets toward which time and energy would be directed in harmony with values. It also includes the concept of daily planning, of making a specific plan to accomplish those goals and activities determined to be of greatest worth.

While the third generation has made a significant contribution, people have begun to realize that “efficient” scheduling and control of time are often counterproductive. The efficiency focus creates expectations that clash with the opportunities to develop rich relations, to meet human needs, and to enjoy spontaneous moments on a daily basis.

As a result, many people have become turned off by the time management programs and planner that make them feel too scheduled, too restricted, and they “throw the baby out with the bath water,” reverting to first or second generation techniques to preserve relationships, spontaneity, and quality of life.

But there is an emerging fourth generation that is different in kind. It recognizes that “time management” is really a misnomer – the challenge is not to manage time, but to manage ourselves. Satisfaction is a function of the expectation as well as realization. And expectation (and satisfaction) lies in our Circle of Influence.

Rather than focusing on things and time, fourth generation expectations focus on preserving and enhancing relationships and on accomplishing results – in short, on maintaining P/PC Balance [P stands for production of desired results and PC stands for the capacity to produce the desired results].

General Organizing Skills

Along with communication and computer skills, organizational skills are some of the most important transferable job skills a worker can possess. People need organizational skills at work to be more productive. Workers who know where to find notes or certain resources can save time. Therefore, they tend to get more done. There are a number of organizational skills for work, including those noted below.

Physical Organization

Clutter is often the culprit when it comes to disorganization in a work space. Make a point to clear out unneeded papers, file documents in the appropriate places and put unused supplies back in the supply closet. You don’t have to be a neat freak to be successful with physical organization. You might find that it fits your working style to designate a weekly session for busting through the accumulated clutter. Get into the habit of putting papers, gadgets, business cards, files, magazines, newspapers and supplies in their proper places. Throw away or shred items that are past their usable life.

Mental Organization

Keeping your mind organized can be a challenge when you are juggling the varied demands of performing a job. Prioritize projects and make to-do lists to keep yourself on track. Understand your personal working style and play to your strengths. Not everyone is cut out to be an accomplished multi-tasker. You might work best by focusing on finishing off one project at a time rather than balancing multiple tasks.

Planning is a needed workplace skill, and it is particularly important as person advances into more supervisory or managerial roles. Most work is centered on certain projects that must be completed within a specific time period. Projects are usually divided into many different tasks, and workers must plan their tasks ahead of time to bring the project to fruition. A person can also plan ahead in case certain problems come up that could potentially delay the project.

Set goals and outline the steps you need to take to reach them. Focus forward on goals that you may have set with your supervisor. Schedule time to work through the tasks involved so that you are making constant progress.

A goal is something you want to do, have or be or something your employer expects to happen over time.

The way you set your goals affects their effectiveness. Goal setting is deciding what you want to do, why you want to do it, when you are going to do it and how you are going to do it. Setting goals helps you to accomplish things which are important in both your work and home life. Plan the Plan and not the results. As you begin to think about your goals, keep the following things in mind.

• Be Positive: have a good attitude
• Be Realistic: know yourself and your comfort level
• Set Deadlines: be realistic so you don’t become frustrated
• Prioritize: make lists, break things into smaller pieces
• Write down your goals & keep them visible: this will help you stay on task
• Make your goals small and achievable : for better success
• List your values : What’s important to you?
• Plan for the future and place yourself there: visualize, fantasize

  Time Management

Having good organizational skills is about making the best use of your time. Being organize reduces the amount of time you have to dig to uncover important work related information. Understand where your time goes. For example, if you check email every five minutes, you might want to create a twice-a-day email schedule to more effectively handle your inbox. Maintain a calendar so you don’t miss important deadlines.

Thinking about time management can generate many questions for exploration and reflection.

Do we manage time or manage capacity? Do we manage time or manage our values and what we care about? Do we manage time or manage our choices? Do we manage tasks or manage outcomes? Do we manage our time or our energy?

Use of time is clearly a choice. When those choices lack grounding in a larger purpose and clear discernment of what we care about and what’s really important, the choices of how we spend our time can sometimes fail to deliver purposeful outcomes.

Taking time to consider at a more than superficial level what we care about and centering our focus on those cares generates different outcomes. Those who are grounded in a clear purpose and who allow that purpose to drive conversations for action and commitments make different choices that enable personal as well as customer satisfaction. These commitments are grounded in outcomes that matter rather than task completion. Spending time on tasks without connection to a greater purpose can cause frustration, a sense of overwhelm energy depletion, disappointment, exhaustion, and loss of clear direction.

Meeting Deadlines

One of the most important organizational skills is the ability to meet deadlines and use time wisely. It usually takes a little experience before an individual can properly assign tasks, allocate resources and complete a project on time. Meeting deadlines requires time management skills, which is an important organizational skill itself

Employees need time management organizational skills to keep track of meetings, appointments, tasks and deadlines. Time management skills will help you stay on schedule with everything you do. Time management skills will also help you avoid the last minute rush to complete tasks, eliminating potential stress in the process

Tracking Tasks

Organizational skills are needed to keep track of projects. Finding a way to track tasks will help keep you ahead of the game. Projects require a lot of individual tasks. These tasks need to be completed on time to reach the project deadline. If you work with project deadlines, use a project log to keep track of your progress. You can keep the project log on file in your computer or on paper. There is no right way. The important point is to do it to simplify your life as well as that of others.

Good organizational skills can help lead to success through many paths. Time is money. Organization saves time by keeping valuable data easily accessible, goals in focus and everyone on the same page. Employees who have good organizational skills are efficient at covering the demands of their jobs. This directly relates to a company’s bottom line. Poor organization leads to frustration on the part of a business owner, employees and customers. Keep an orderly office, work space, computer and mind to cultivate an environment that is focused on meeting business goals in a timely manner.

Organizational Skills: Prioritization

Prioritization is a valuable organizational skill. Some tasks may require immediate attention, others can wait. This skill set is closely linked to time management. We only have a limited amount of time to utilize during our workday, so place those tasks that have to be completed first at the head of a list. In the military, on the battlefield, doctors apply the organizational skill of “triage”; injured soldiers are placed into one of three categories, since it is physically impossible for the doctor to get to everyone at once. Wounded soldiers who are going to die, no matter what is done to them, are placed in one category. Soldiers who have serious, but non-life-threatening injuries, go into another category. Finally, those soldiers who require immediate attention and can be saved go into the third category. This is prioritization.

Organizational skills such as prioritization, organizing the workspace, time management , form the core basis of good organizational habits. Practical organizational skills include wise planning, time optimization, detail orientation, and prioritization . Last, but not least, would be to relieve stress ! A stressed out worker makes more mistakes, and may say something to a co-worker or subordinate in the “heat of the moment”, that they will later regret! Do whatever it takes for you personally to be relaxed, yet professional, in making your business decisions and conducting efficient operations. Implementing these organizational skills will contribute to a healthy work environment.

There are five steps to prioritizing your work

• Think about what needs to be done– First, think about what needs to be done. How do you juggle (prioritize) your daily activities? Make a list of daily activities, and think about how you work to accomplish them.
• Decide and prioritize what to do– Now it is time to decide which goals are important to you, and how you can achieve them. Before you do, remember that relaxation is a key. How do you relax? Have you given yourself time to relax? What do you do to relax? Before you continue, think about relaxing and make a list of the things you do to relax. As you plan your day, allow time for yourself to relax and refresh.

By now, you have an idea of your goals. You should also have a list of how you organize your daily life and what your work style is. As a reminder, this list should tell you the following:

• What your distractions are
• When do you work best
• What are your daily activities (commitments) are
• When you work best

Keep your list in mind as you begin to set goals, break the goal into manageable pieces, order (prioritize) those pieces and achieve your goal. Learn to say no to distractions and extra demands on your time. Saying no can be difficult at first, but as you prioritize and work to achieve your goals you will see how important this can be.

• Monitor and Evaluate : How am I doing? It is important to think about what you do while you do it.

It takes commitment to design a plan and stick to it. Remind yourself often of your objectives. Write short lists or put up photographs or articles to help remind you of our goal and your progress.

If you keep veering from the goal, maybe the objective is not something you want badly enough. If so, change it. Be flexible. Setting and achieving goals is a lifelong process. Set new objectives that are consistent with who you are and what you want. Objectives may change over time.

Here are some suggestions for monitoring and evaluating the way you work. Ask yourself the following questions:

• What am I doing well?
• What could I improve?
• What are the opportunities facing you?
• What is getting in your way?
• Practice Prioritizing —Write a list of things you need to accomplish. Decide what is most important and most urgent.       Prioritize list in order of importance Then, breakdown each item into a list of tasks that need to happen to complete it. Check off the tasks as you complete them.
• Reward Yourself — Celebrate when you have completed your task.

Set up a reward system for yourself. It may be calling a friend, reading a couple of chapters of your favorite book, taking a bubble bath, shooting a few hoops, or taking a walk. Whatever it is should be meaningful to you.

Time Management: The Eisenhower Method

The Eisenhower Method helps you decide which action you should or shouldn’t do. It aids you to divide actions into one of four categories. The quadrants are divided by importance and urgency.

“What is important is seldom urgent and what is urgent is seldom important.” – Dwight D. Eisenhower

How to Use the Eisenhower Method

Using the Eisenhower quadrant is very easy. You pick an item from your to-do list and ask yourself these two questions.

• “Is it urgent?”
• “Is it important?”

You can now put the action into the correct quadrant.

Below is an explanation of each quadrant.

• Not Urgent and Not Important Examples:
• Time wasters (Ex: Facebook, checking e-mails all the time…)
• Busy work (Ex: Work that doesn’t need to be done)
• Procrastinating

You should not spend any time on activities in this quadrant. When is something not important? If it doesn’t progress you toward your goals, then why should you spend time doing it?

When is something not urgent? If it doesn’t matter when it is done, then it’s not urgent. It can be done today, or it can be done next week or even next year, it doesn’t matter.

The combination of not urgent and not important is the worst quadrant to spend your time in. Decrease your time in this quadrant and put it somewhere else. I prefer you put it in ‘not urgent and important’ .

• Urgent and Not Important
• Answering e-mails
• Incoming phone calls
• Interrupting colleagues

Since the tasks are still not important and you’re still not progressing towards your goals’ it’s better to not spend time here either. However, these tasks are urgent, therefore you can’t schedule them. They’re also hard to ignore, since urgent action often demands attention. Ex: A phone call or an interrupting colleague. Find a way to deal with these as quickly as possible.

• Urgent and Important
• Emergencies
• Troubleshooting

You have to do these actions. They’re important. They progress you toward your goals, however, since they’re urgent, they’re often unplanned and unwanted.

You will always spend some time here, since emergencies will always happen. When they do, you have to deal with them. No excuses. After you deal with the situation, spend time to make sure it never happens again, minimize its occurrence or make preparations for when it happens again.

• Not Urgent and Important
• Building quality relationships with other people
• Doing actual work to progress toward a major goal
• Physical exercise

This is the quadrant in which you should spent most of your time. Most people however, don’t do this and spend most of their time in any of the other quadrants. Because these important tasks don’t scream to you like a ringing phone, they’re often neglected in favor of more urgent matters.

If you spend almost no time here, then your first important task is to save some time each day to work on the important things.

Urgent activities are often the ones we concentrate on and often forget about really important ones. If you spend all of your time concentrating on the urgent and important tasks you will just be firefighting. Managing time effectively, and achieving the things that you want to achieve, means spending your time on things that are important and not just urgent.

We can categorize tasks on two scales according to their importance and urgency. Making 4 categories and placing them in matrix known also as Time Matrix below.

What is Decision Making?

People often find it hard to make decisions – inevitably we all have to make decisions all the time, some are more important than others.

Some people put off making decisions by endlessly searching for more information or getting other people to offer their recommendations.  Others resort to decision making by taking a vote, sticking a pin in a list or tossing a coin.

Regardless of the effort that is put into making a decision, it has to be accepted that some decisions will not be the best possible choice.  This page examines one technique that can be used for effective decision making and that should help you to make effective decisions now and in the future.

Although the following technique is designed for an organisational or group structure, it can be easily adapted to an individual level.

In its simplest sense: ‘ Decision Making is the act of choosing between two or more courses of action ‘.   However, it must always be remembered that there may not always be a ‘correct’ decision among the available choices.

There may have been a better choice that had not been considered, or the right information may not have been available at the time.  Because of this, it is important to keep a record of all important decisions and the reasons why these decisions were made, so that improvements can be made in the future.  This also provides justification for any decision taken when something goes wrong.

Hindsight might not be able to correct past mistakes, but it will aid improved decision making in the future.

Effective Decision Making

Although decisions can be made using either intuition or reasoning, a combination of both approaches is often used.  Whatever approach is used, it is usually helpful to structure decision making in order to:

• Reduce more complicated decisions down to simpler steps.
• See how any decisions are arrived at.
• Plan decision making to meet deadlines.

Stages of Decision Making

In psychology, decision-making is regarded as the cognitive process resulting in the selection of a belief or a course of action among several alternative possibilities. Every decision-making process produces a final choice that may or may not prompt action. Decision-making is the study of identifying and choosing alternatives based on the values and preferences of the decision maker. Decision-making is one of the central activities of management and is a huge part of any process of implementation.

Many different techniques of decision making have been developed, ranging from simple rules of thumb, to extremely complex procedures.  The method used depends on the nature of the decision to be made and how complex it is.

The method described here follows seven stages:

• Listing all possible solutions/options.
• Setting a time scale and deciding who is responsible for the decision.
• Information gathering.
• Weighing up the risks involved.
• Deciding on values, or in other words what is important.
• Weighing up the pros and cons of each course of action.
• Making the decision.
•  Listing Possible Solutions/Options

In order to come up with a list of all the possible solutions and/or options available it is usually appropriate to work on a group (or individual) problem-solving process. This process, could include brainstorming or some other ‘idea generating’ process (see our page: Problem Solving for more information). 

This stage is important to the overall decision making processes as a decision will be made from a selection of fixed choices.  Always remember to consider the possibility of not making a decision or doing nothing and be aware that both options are actually potential solutions in themselves.

• Setting a Time Period and Deciding Who is Responsible for the Decision

In deciding how much time to make available for the decision making process, it helps to consider the following:

• How much time is available to spend on this decision?
• Is there a deadline for making a decision and what are the consequences of missing this deadline?
• Is there an advantage in making a quick decision?
• How important is it to make a decision?  How important is it that the decision is right?
• Will spending more time improve the quality of the decision?

Responsibility for the Decision

Before making a decision, it needs to be clear who is going to take responsibility for the decision.  Remember that it is not always those making the decision who have to assume responsibility for it.  Is it an individual, a group or an organisation?  This is a key question because the degree to which responsibility for a decision is shared can greatly influence how much risk people are willing to take.

If the decision making is for work then it is helpful to consider the structure of the organization that you are in.  Is the individual responsible for the decisions he or she makes or does the organization hold ultimate responsibility?  Who has to carry out the course of action decided?  Who will it affect if something goes wrong?  Are you willing to take responsibility for a mistake?

Finally, you need to know who can actually make the decision.  When helping a friend, colleague or client to reach a decision, in most circumstances the final decision and responsibility will be taken by them.  Whenever possible, and if it is not obvious, it is better to make a formal decision as to who is responsible for a decision.  This idea of responsibility also highlights the need to keep a record of how any decision was made, what information it was based on and who was involved.  Enough information needs to be kept to justify that decision in the future so that, if something does go wrong, it is possible to show that your decision was reasonable in the circumstance and given the knowledge you held at the time.

3.  Information Gathering

Before starting on the process of making a decision, all relevant information needs to be gathered.

If there is inadequate or out-dated information then it is more likely that a wrong decision might be made.  Also, if there is a lot of irrelevant information then the decision will be difficult to make, it will be easier to become distracted by unnecessary factors.

There is a need for up-to-date, accurate information on which to make decisions.  Such information needs to be gathered so that a well-informed decision can be made.  The amount of time spent on information gathering has to be weighed against how much you are willing to risk making the wrong decision.  In a group situation, such as at work, it may be appropriate for different people to research different aspects of the information required.

• Weighing up the Risks Involved

One key question is how much risk should be taken in making the decision? Generally, the amount of risk an individual is willing to take depends on:

• The seriousness of the consequences of taking the wrong decision.
• The benefits of making the right decision.
• Not only how bad the worst outcome might be, but also how likely that outcome is to happen.

It is also useful to consider what the risk of the worst possible outcome occurring might be, and to decide if the risk is acceptable.  The choice can be between going ‘all out for success’ or taking a safe decision.

• Deciding on Values

Everybody has their own unique set of values – what they believe to be important.

Many people decide to buy a car for themselves but different people buy different cars based on their own personal values.  One person might feel that price is the most important feature, whereas another person might be more concerned with its speed and performance.  Others might value safety, luggage space or the cars impact on the environment or a combination of these features.

Depending on which values are considered important, different opinions may seem more or less attractive.  If the responsibility for a decision is shared it is possible that one person might not have the same values as the others.  In such cases, it is important to obtain a consensus as to which values are to be given the most weight.  It is important that the values on which a decision is made are understood because they will have a strong influence on the final choice.

People do not make decisions based on just one of their values.  They will consider all their values which are relevant to the decision and prioritise them in order of importance. If you were to buy a car, what would be the five most important factors to you?

• Weighing the Pros and Cons

It is possible to evaluate the pros and cons of each possible solution/option by considering the possible advantages and disadvantages. 

One aid to evaluating any solution/option is to use a ‘balance sheet’, weighing up the pros and cons (benefits and costs) associated with that solution. Having listed the pros and cons, it may be possible to immediately decide whether the option is viable.

However, it may be useful to rate each of the pros and cons on a simple 1 to 10 scale (with 10 high – most important to 1 low – least important):

In scoring each of the pros and cons it helps to take into account how important each item on the list is in meeting values.  This balance sheet approach allows both the information to be taken into account as well as the values, and presents them in a clear and straight forward manner.

• Making the Decision

There are many techniques that can be used to help in reaching a decision.  The pros and cons method (as above) is just one way of evaluating each of the possible solutions/options available.

There are other techniques which allow for more direct comparisons between possible solutions.  These are more complicated and generally involve a certain amount of calculation.  These can be particularly helpful when it is necessary to weigh a number of conflicting values and options.

For example, how would you decide between a cheap to buy but expensive to run car and another more expensive car that is more economical to keep on the road?

Intuitive Judgments:   In addition to making reasoned decisions using the techniques shown above, in many cases people use an intuitive approach to decision making.  When making a decision many influences, which have not been considered, may play a part.  For example, prejudice or wishful thinking might affect judgment.  Reliance is often placed on past experience without consideration of past mistakes.  Making a decision using intuition alone should be an option and not done merely because it is the easy way out, or other methods are more difficult.

Intuition is a perfectly acceptable means of making a decision, although it is generally more appropriate when the decision is of a simple nature or needs to be made quickly.  More complicated decisions tend to require a more formal, structured approach.  It is important to be wary of impulsive reactions to a situation and remember to keep a record of the decision for future reference, no matter whether the decision was made intuitively or after taking a reasoned approach.

If possible, it is best to allow time to reflect on a decision once it has been reached.  It is preferable to sleep on it before announcing it to others.  Once a decision is made public, it is very difficult to change.

Decision making is the act of choosing between a number of alternatives.  In the wider process of problem solving, decision making involves choosing between possible solutions to a problem.  Decisions can be made through either an intuitive or reasoned process, or a combination of the two.  There are usually a number of stages to any structured decision making.

You should always remember that no decision making technique should be used as an alternative to good judgement and clear thinking.  All decision making involves individual judgement, and systematic techniques are merely there to assist those judgements.

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Guidelines for Problem Solving and Decision Making

Much of what people do is solve problems and make decisions. Often, they are “under the gun”, stressed and very short of time. Consequently, when they encounter a new problem or decision they must make, they react with a decision that seemed to work before. It’s easy with this approach to get stuck in a circle of solving the same problem over and over again. Therefore, it’s often useful to get used to an organized approach to problem solving and decision making. Not all problems can be solved and decisions made by the following, rather rational approach. However, the following basic guidelines will get you started. Don’t be intimidated by the length of the list of guidelines. After you’ve practiced them a few times, they’ll become second nature to you — enough that you can deepen and enrich them to suit your own needs and nature.

(Note that it might be more your nature to view a “problem” as an “opportunity”. Therefore, you might substitute “problem” for “opportunity” in the following guidelines.)

• Define the problem

This is often where people struggle. They react to what they think the problem is. Instead, seek to understand more about why you think there’s a problem.

Define the problem: (with input from yourself and others). Ask yourself and others, the following questions:

• What can you see that causes you to think there’s a problem?
• Where is it happening?
• How is it happening?
• When is it happening?
• With whom is it happening? (HINT: Don’t jump to “Who is causing the problem?” When we’re stressed, blaming is often one of our first reactions. To be an effective manager, you need to address issues more than people.)
• Why is it happening?
• Write down a five-sentence description of the problem in terms of “The following should be happening, but isn’t …” or “The following is happening and should be: …” As much as possible, be specific in your description, including what is happening, where, how, with whom and why. (It may be helpful at this point to use a variety of research methods.

Defining complex problems:

If the problem still seems overwhelming, break it down by repeating steps 1-7 until you have descriptions of several related problems.

Verifying your understanding of the problems— it helps a great deal to verify your problem analysis for conferring with a peer or someone else.

Prioritize the problems— if you discover that you are looking at several related problems, then prioritize which ones you should address first.

Note the difference between “important” and “urgent” problems. Often, what we consider to be important problems to consider are really just urgent problems. Important problems deserve more attention. For example, if you’re continually answering “urgent” phone calls, then you’ve probably got a more “important” problem waiting.

Understand your role in the problem— your role in the problem can greatly influence how you perceive the role of others. For example, if you’re very stressed out, it’ll probably look like others are, too, or, you may resort too quickly to blaming and reprimanding others. Or, you are feeling very guilty about your role in the problem; you may ignore the accountabilities of others.

• Look at potential causes for the problem
• It’s amazing how much you don’t know about what you don’t know. Therefore, in this phase, it’s critical to get input from other people who notice the problem and who are affected by it.
• It’s often useful to collect input from other individuals one at a time (at least at first). Otherwise, people tend to be inhibited about offering their impressions of the real causes of problems.
• Write down what your opinions and what you’ve heard from others.
• It’s often useful to seek advice from a peer or your supervisor in order to verify your impression of the problem.
• Write down a description of the cause of the problem and in terms of what is happening, where, when, how, with whom and why.
• Identify alternatives for approaches to resolve the problem

At this point, it’s useful to keep others involved (unless you’re facing a personal and/or other performance problem). Brainstorm for solutions to the problem. Very simply put, brainstorming is collecting as many ideas as possible, and then screening them to find the best idea. It’s critical when collecting the ideas to not pass any judgment on the ideas — just write them down as you hear them.

• Select an approach to resolve the problem

When selecting the best approach, consider:

• Which approach is the most likely to solve the problem for the long term?
• Which approach is the most realistic to accomplish for now? Do you have the resources? Are they affordable? Do you have enough time to implement the approach?
• What is the extent of risk associated with each alternative?

(The nature of this step, in particular, in the problem solving process is why problem solving and decision making are highly integrated.)

• Plan the implementation of the best alternative (this is your action plan)
• Carefully consider “What will the situation look like when the problem is solved?”
• What steps should be taken to implement the best alternative to solving the problem? What systems or processes should be changed in your organization, for example, a new policy or procedure? Don’t resort to solutions where someone is “just going to try harder”.
• How will you know if the steps are being followed or not? (these are your indicators of the success of your plan)
• What resources will you need in terms of people, money and facilities?
• How much time will you need to implement the solution? Write a schedule that includes the start and stop times, and when you expect to see certain indicators of success.
• Who will primarily be responsible for ensuring implementation of the plan?
• Write down the answers to the above questions and consider this as your action plan.
• Communicate the plan to those involved in implementing it and, at least, to your immediate supervisor.

(An important aspect of this step in the problem-solving process is continual observation and feedback.)

• Monitor implementation of the plan

Monitor the indicators of success:

• Are you seeing what you would expect from the indicators?
• Will the plan be done according to schedule?
• If the plan is not being followed as expected, then consider: Was the plan realistic? Are there sufficient resources to accomplish the plan on schedule? Should more priority be placed on various aspects of the plan? Should the plan be changed?
• Verify if the problem has been resolved or not

One of the best ways to verify if a problem has been solved is to return to normal. Watch to see that the solution implemented solved the problem. If not, revisit the process and make necessary corrections.

The Six Step Problem-solving Model

Problem solving is the mental process you follow when you have a goal but can’t immediately understand how to achieve it. It’s a process that depends on you – how you perceive a problem, what you know about it, and the end-state you want to reach.

Solving a problem involves a number of cognitive activities:

• determining what the problem really is
• identifying the true causes of the problem and the opportunities for reaching a goal
• generating creative solutions to the problem
• evaluating and choosing the best solution, and
• implementing the best solution, then monitoring your actions and the results to ensure the problem is solved successfully

Clearly, problem solving isn’t a one-step process. Your success will depend on whether you approach and implement each of the stages effectively. The best way to do this is to use a well-established, systematic problem-solving model.

The six steps of problem solving

Problems vary widely, and so do their solutions. Sometimes a problem and its solution are clear, but you don’t know how to get from point A to point B. At other times, you may find it hard to define what’s wrong or how to fix it. Regardless of what a problem is, you can use a six-step problem-solving model to address it. This model is highly flexible and can be adapted to suit various types of problems. It also comes with a flexible set of tools to use at each step. The model is designed to be followed one step at a time, but you may find that some stages don’t require as much attention as others. This will depend on your unique situation.

The steps in the problem-solving model are as follows:

Identify the problem – Defining the problem is a crucial step that involves digging deeper to identify what it is that needs to be solved. The more clearly a problem is defined, the easier you’ll find it to complete subsequent steps. A symptom is a phenomenon or circumstance that results from a deeper, underlying condition. It’s common to mistake symptoms for problems themselves – and so to waste a lot of time and effort on tackling consequences of problems instead of their causes. To define a problem, you can use gap analysis, which involves comparing your current state to the future state you want to be in, to identify the gaps between them.

Gather the data and analyze the problem – You decide what type of problem it is – whether there’s a clear barrier or circumstance you need to overcome, or whether you need to determine how to reach a goal. You then dig to the root causes of the problem, and detail the nature of the gap between where you are and where you want to be. The five-why analysis is a tool that’ll help you get to the heart of the problem. Ask “Why?” a number of times to dig through each layer of symptoms and so to arrive at the problem’s root cause. You can get to the root of a more complicated problem using a cause-and-effect diagram. A cause is something that produces an effect, result, or consequence – or what contributed to the current state of affairs. Categories of causes include people, time, and the environment.

Identify as many potential solutions as you can – Brainstorm creatively – ask lots of questions about who, what, where, when, and how of the causes to point to various possibilities. Don’t limit yourself by considering practicalities at this stage; simply record your ideas.

Select and plan the solution – In evaluating your ideas, more options could present themselves. You could do this by rating each possible solution you came up with in step 3 according to criteria such as how effective it will be, how much time or effort it will take, its cost, and how likely it is to satisfy stakeholders.

During the planning step, you determine what steps must be taken, designating tasks where necessary. And you decide on deadlines for completing the actions and estimate the costs of implementing them. You also create a contingency plan in case of unforeseen circumstances so that if anything goes wrong with your plan, you have a “plan B” in place. Typically, this stage involves narrowing down the possible ways to implement the solution you’ve chosen, based on any constraints that apply. You also should draw up an action plan. The complexity of the plan will depend on the situation, but it should include the who, what, and when of your proposed solution.

Implement the solution – This is an ongoing process. You need to ensure the required resources remain available and monitor progress in solving the problem; otherwise, all the work you’ve done might be for nothing.

Evaluate the results —Check to see that your gained a favorable outcome and continue to monitor over time. If the result is not exactly what you hoped for, evaluate the places that may have contributed to the lesser outcome, revise your plan and try again.

Remember that this model is highly adaptable. Although you shouldn’t skip any of the six steps, you can tailor the amount of time you spend on each stage based on the demands of your unique situation.

The six-step problem-solving model, and the tools it provides, is an effective, systematic approach to problem solving. By following each step consciously, you can ensure that generating solutions is a fact-driven, objective, and reliable process. It encourages you to dig deeper to the root cause, allows you to get input from others, to be creative when finding solutions, and to monitor your solutions to make sure they’re working. So by following this model you’re more likely to come up with good, original, lasting solutions.

To solve problems effectively, you need to use a good problem-solving model. The six-step model is a tried-and-tested approach. Its steps include defining a problem, analyzing the problem, identifying possible solutions, choosing the best solution, planning your course of action, and finally implementing the solution while monitoring its effectiveness.

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3.5 Prioritization: Self-Management of What You Do and When You Do It

Questions to Consider:

• Why is prioritization important?
• What are the steps involved in prioritization?
• How do I deal with situation where others’ priorities are not the same as my own?
• What do I do when priorities conflict?
• What are the best ways to make sure I complete tasks?

Prioritization: Self-Management of What You Do and When You Do It

Another key component in time management is that of prioritization. Prioritization can be thought of as ordering tasks and allotting time for them based on their identified needs or value.

This next section provides some insight into not only helping prioritize tasks and actions based on need and value, but also how to better understand the factors that contribute to prioritization.

How to Prioritize

The enemy of good prioritization is panic, or at least making decisions based on strictly emotional reactions. It can be all too easy to immediately respond to a problem as soon as it pops up without thinking of the consequences of your reaction and how it might impact other priorities. It is very natural for us to want to remove a stressful situation as soon as we can. We want the adverse emotions out of the way as quickly as possible. But when it comes to juggling multiple problems or tasks to complete, prioritizing them first may mean the difference between completing everything satisfactorily and completing nothing at all.

Make Certain You Understand the Requirements of Each Task

One of the best ways to make good decisions about the prioritization of tasks is to understand the requirements of each. If you have multiple assignments to complete and you assume one of those assignments will only take an hour, you may decide to put it off until the others are finished. Your assumption could be disastrous if you find, once you begin the assignment, that there are several extra components that you did not account for and the time to complete will be four times as long as you estimated. Or, one of the assignments may be dependent on the results of another—like participating in a study and then writing a report on the results. If you are not aware that one assignment depends upon the completion of the other before you begin, you could inadvertently do the assignments out of order and have to start over. Because of situations like this, it is critically important to understand exactly what needs to be done to complete a task before you determine its priority.

Make Decisions on Importance, Impact on Other Priorities, and Urgency

After you are aware of the requirements for each task, you can then decide your priorities based on the importance of the task and what things need to be finished in which order.

To summarize: the key components to prioritization are making certain you understand each task and making decisions based on importance, impact, and urgency.

To better see how things may need to be prioritized, some people make a list of the tasks they need to complete and then arrange them in a quadrant map based on importance and urgency. Traditionally this is called the Eisenhower Decision Matrix. Before becoming the 34th president of the United States, Dwight Eisenhower served as the Allied forces supreme commander during World War II and said he used this technique to better prioritize the things he needed to get done.

In this activity you will begin by making a list of things you need or want to do today and then draw your own version of the grid below. Write each item in one of the four squares; choose the square that best describes it based on its urgency and its importance. When you have completed writing each the tasks in its appropriate square, you will see a prioritization order of your tasks. Obviously, those listed in the Important and Urgent square will be the things you need to finish first. After that will come things that are “important but not urgent,” followed by “not important, but urgent,” and finally “not urgent and not important.”

Who Is Driving Your Tasks?

Another thing to keep in mind when approaching time management is that while you may have greater autonomy in managing your own time, many of your tasks are being driven by a number of different individuals. These individuals are not only unaware of the other things you need to do, but they often have goals that are in conflict with your other tasks. This means that different instructors, your manager at work, or even your friends may be trying to assert their needs into your priorities. An example of this might be a boss that would like for you to work a few hours of overtime, but you were planning on using that time to do research for a paper.

Just like assessing the requirements and needs for each priority, doing the same with how others may be influencing your available time can be an important part of time management. In some cases, keeping others informed about your priorities may help avert possible conflicts (e.g., letting your boss know you will need time on a certain evening to study, letting your friends know you plan to do a journal project on Saturday but can do something on Sunday, etc.).

It will be important to be aware of how others can drive your priorities and for you to listen to your own good judgment. In essence, time management in college is as much about managing all the elements of your life as it is about managing time for class and to complete assignments.

Making the Tough Decision When It Is Needed

Occasionally, regardless of how much you have planned or how well you have managed your time, events arise where it becomes almost impossible to accomplish everything you need to by the time required. While this is very unfortunate, it simply cannot be helped. As the saying goes, “things happen.”

Finding yourself in this kind of situation is when prioritization becomes most important. You may find yourself in the uncomfortable position of only being able to complete one task or another in the time given. When this occurs with college assignments, the dilemma can be extremely stressful, but it is important to not feel overwhelmed by the anxiety of the situation so that you can make a carefully calculated decision based on the value and impact of your choice.

“What do you do when faced with priority conflicts?”

As an illustration, imagine a situation where you think you can only complete one of two assignments that are both important and urgent, and you must make a choice of which one you will finish and which one you will not. This is when it becomes critical to understand all the factors involved. While it may seem that whichever assignment is worth the most points to your grade is how you make the choice, there are actually a number of other attributes that can influence your decision in order to make the most of a bad situation. For example, one of the assignments may only be worth a minimal number of points toward your total grade, but it may be foundational to the rest of the course. Not finishing it, or finishing it late, may put other future assignments in jeopardy as well. Or the instructor for one of the courses might have a “late assignment” policy that is more forgiving—something that would allow you to turn in the work a little late without too much of a penalty.

If you find yourself in a similar predicament, the first step is to try to find a way to get everything finished, regardless of the challenges. If that simply cannot happen, the next immediate step would be to communicate with your instructors to let them know about the situation. They may be able to help you decide on a course of action, or they may have options you had not thought of. Only then can you make the choices about prioritizing in a tough situation.

The key here is to make certain you are aware of and understand all the ramifications to help make the best decision when the situation dictates you make a hard choice among priorities.

Completing the Tasks

Another important part of time management is to develop approaches that will help you complete tasks in a manner that is efficient and works for you. Most of this comes down to a little planning and being as informed about the specifics of each task as you can be.

Knowing What You Need to Do

As discussed in previous parts of this chapter, many learning activities have multiple components, and sometimes they must occur in a specific order. Additionally, some elements may not only be dependent on the order they are completed, but can also be dependent on how they are completed. To illustrate this we will analyze a task that is usually considered to be a simple one: attending a class session. In this analysis we will look at not only what must be accomplished to get the most out of the experience, but also at how each element is dependent upon others and must be done in a specific order. The graphic below shows the interrelationship between the different activities, many of which might not initially seem significant enough to warrant mention, but it becomes obvious that other elements depend upon them when they are listed out this way.

As you can see from the graphic above, even a task as simple as “going to class” can be broken down into a number of different elements that have a good deal of dependency on other tasks. One example of this is preparing for the class lecture by reading materials ahead of time in order to make the lecture and any complex concepts easier to follow. If you did it the other way around, you might miss opportunities to ask questions or receive clarification on the information presented during the lecture.

Understanding what you need to do and when you need to do it can be applied to any task, no matter how simple or how complex. Knowing what you need to do and planning for it can go a long way toward success and preventing unpleasant surprises.

Knowing How You Will Get It Done

After you have a clear understanding of what needs to be done to complete a task (or the component parts of a task), the next step is to create a plan for completing everything.

This may not be as easy or as simple as declaring that you will finish part one, then move on to part two, and so on. Each component may need different resources or skills to complete, and it is in your best interest to identify those ahead of time and include them as part of your plan.

A good analogy for this sort of planning is to think about it in much the same way you would preparing for a lengthy trip. With a long journey you probably would not walk out the front door and then decide how you were going to get where you were going. There are too many other decisions to be made and tasks to be completed around each choice. If you decided you were going by plane, you would need to purchase tickets, and you would have to schedule your trip around flight times. If you decided to go by car, you would need gas money and possibly a map or GPS device. What about clothes? The clothes you will need are dependent on how long will you be gone and what the climate will be like. If it far enough away that you will need to speak another language, you may need to either acquire that skill or at least come with something or someone to help you translate.

What follows is a planning list that can help you think about and prepare for the tasks you are about to begin.

What Resources Will You Need?

The first part of this list may appear to be so obvious that it should go without mention, but it is by far one of the most critical and one of the most overlooked. Have you ever planned a trip but forgotten your most comfortable pair of shoes or neglected to book a hotel room? If a missing resource is important, the entire project can come to a complete halt. Even if the missing resource is a minor component, it may still dramatically alter the end result.

Learning activities are much the same in this way, and it is also important to keep in mind that resources may not be limited to physical objects such as paper or ink. Information can be a critical resource as well. In fact, one of the most often overlooked aspects in planning by new college students is just how much research, reading, and information they will need to complete assignments.

For example, if you had an assignment in which you were supposed to compare and contrast a novel with a film adapted from that novel, it would be important to have access to both the movie and the book as resources. Your plans for completing the work could quickly fall apart if you learned that on the evening you planned to watch the film, it was no longer available.

What Skills Will You Need?

Poor planning or a bad assumption in this area can be disastrous, especially if some part of the task has a steep learning curve. No matter how well you planned the other parts of the project, if there is some skill needed that you do not have and you have no idea how long it will take to learn, it can be a bad situation.

Imagine a scenario where one of your class projects is to create a poster. It is your intent to use some kind of imaging software to produce professional-looking graphics and charts for the poster, but you have never used the software in that way before. It seems easy enough, but once you begin, you find the charts keep printing out in the wrong resolution. You search online for a solution, but the only thing you can find requires you to recreate them all over again in a different setting. Unfortunately, that part of the project will now take twice as long.

It can be extremely difficult to recover from a situation like that, and it could have been prevented by taking the time to learn how to do it correctly before you began or by at least including in your schedule some time to learn and practice.

Set Deadlines

Of course, the best way to approach time management is to set realistic deadlines that take into account which elements are dependent on which others and the order in which they should be completed. Giving yourself two days to write a 20- page work of fiction is not very realistic when even many professional authors average only 6 pages per day. Your intentions may be well founded, but your use of unrealistic deadlines will not be very successful.

Setting appropriate deadlines and sticking to them is very important—so much so that several sections in the rest of this chapter touch on effective deadline practices.

Be Flexible

It is ironic that the item on this list that comes just after a strong encouragement to make deadlines and stick to them is the suggestion to be flexible. The reason that being flexible has made this list is because even the best-laid plans and most accurate time management efforts can take an unexpected turn. The idea behind being flexible is to readjust your plans and deadlines when something does happen to throw things off. The worst thing you could do in such a situation is panic or just stop working because the next step in your careful planning has suddenly become a roadblock. The moment when you see that something in your plan may become an issue is when to begin readjusting your plan.

Adjusting a plan along the way is incredibly common. In fact, many professional project managers have learned that it seems something always happens or there is always some delay, and they have developed an approach to deal with the inevitable need for some flexibility. In essence, you could say that they are even planning for problems, mistakes, or delays from the very beginning, and they will often add a little extra time for each task to help ensure an issue does not derail the entire project or that the completion of the project does not miss the final due date.

“As you work through tasks, make certain you are always monitoring and adapting to ensure you complete them.”

Student Profile

“While in college, I recall an instance where I was awake for two nights in a row trying to cram for upcoming midterms. I quickly learned that trying to navigate through college while working full time posed a significant challenge. Because of inability to manage my responsibilities, my first year of college was quite miserable. I went through a lot of trial and error to find out that time management was the key. From my experiences, I have extrapolated three important components to this skill. First, knowing your values is imperative. Values will serve as a guide, which will help you to determine which actions bring you closer to your goals and those that don't. Second, know your constraints . Constraints (in form of time or other responsibilities) can help you set the parameter within which you can function efficiently. The last component is action . This component was the hardest for me to master, but it was the most fruitful. Because knowing values and limitations without engaging in appropriate actions does not serve any meaningful purpose. I strongly believe that learning time management can contribute greatly towards positive university experience.”

—Firdavs Khaydarov , Psychology Major, Minnesota State University, Mankato

The Importance of Where You Do Your Work

A large part of ensuring that you can complete tasks on time comes to setting up conditions that will allow you to do the work well. Much of this has to do with the environment where you will do your work. This not only includes physical space such as a work area, but other conditions like being free from distractions and your physical well-being and mental attitude.

The Right Space

Simple things, like where you are set up to do your work, can not only aid in your efficiency but also affect how well you can work or even if you can get the work completed at all. One example of this might be typing on a laptop. While it might seem more comfortable to lie back on a couch and type a long paper, sitting up at a desk or table actually increases your typing speed and reduces the number of mistakes. Even the kind of mouse you use can impact how you work, and using one you are comfortable with can make a big difference.

There are a host of other factors that can come into play as well. Do you have enough space? Is the space cluttered, or do you have the room to keep reference materials and other things you might need within arm’s reach? Are there other ways you could work that might be even more efficient? For example, buying an inexpensive second monitor—even secondhand—might be the key to decreasing the amount of time you spend when you can have more than one document displayed at a time.

The key is to find what works for you and to treat your work space as another important resource needed to get the task finished.

Distraction Free

Few things are more frustrating than trying to do work while distractions are going on around you. If other people are continually interrupting you or there are things that keep pulling your attention from the task at hand, everything takes longer and you are more prone to mistakes. 4

Many people say they work better with distractions—they prefer to leave the television or the radio on—but the truth is that an environment with too many interruptions is rarely helpful when focus is required. Before deciding that the television or talkative roommates do not bother you when you work, take an honest accounting of the work you produce with interruptions compared to work you do without.

If you find that your work is better without distractions, it is a good idea to create an environment that reduces interruptions. This may mean you have to go to a private room, use headphones, or go somewhere like a library to work. Regardless, the importance of a distraction-free environment cannot be emphasized enough.

Working at the Right Time

Most people are subject to their own rhythms, cycles, and preferences throughout their day. Some are alert and energetic in the mornings, while others are considered “night owls” and prefer to work after everyone else has gone to sleep. It can be important to be aware of your own cycles and to use them to your advantage. Rarely does anyone do their best work when they are exhausted, either physically or mentally. Just as it can be difficult to work when you are physically ill, it can also be a hindrance to try to learn or do mental work when you are tired or emotionally upset.

Your working environment definitely includes your own state of mind and physical well-being. Both have a significant influence on your learning and production ability. Because of this, it is not only important to be aware of your own condition and work preferences, but to actually try to create conditions that help you in these areas. One approach is to set aside a specific time to do certain kinds of work. You might find that you concentrate better after you have eaten a meal. If that is the case, make it a habit of doing homework every night after dinner. Or you might enjoy reading more after you are ready for bed, so you do your reading assignments just before you go to sleep at night. Some people find that they are more creative during a certain time of the day or that they are more comfortable writing with subtle lighting. It is worth taking the time to find the conditions that work best for you so that you can take advantage of them.

Analysis Question

Student survey on work environment.

Analysis: Take the time to think about where you will do your work and when. What can you do to help ensure your working environment will be helpful rather than harmful? What do you know doesn’t work for you? What will you do to prevent those adverse conditions from creeping into your work environment?

Below is a quick survey to help you determine your own preferences in regard to your work space, the time you work, and distractions. Rank each option: 1–4, 1 meaning “least like me” and 4 meaning “most like me.”

• I like my workspace to be organized and clean.
• There are certain places where I am more comfortable when I work.
• I prefer to be alone when I work on certain things.
• I find it difficult to read with other sounds or voices around me.
• There are certain times of the day when I can be more focused.
• My moods or emotions can interfere with my ability to concentrate
• 4 https://en.calameo.com/read/00009178915b8f5b352ba

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Want to cite, share, or modify this book? This book uses the Creative Commons Attribution License and you must attribute OpenStax.

Access for free at https://openstax.org/books/college-success/pages/1-introduction

• Authors: Amy Baldwin
• Publisher/website: OpenStax
• Book title: College Success
• Publication date: Mar 27, 2020
• Location: Houston, Texas
• Book URL: https://openstax.org/books/college-success/pages/1-introduction
• Section URL: https://openstax.org/books/college-success/pages/3-5-prioritization-self-management-of-what-you-do-and-when-you-do-it

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Tips & Tricks

16 Effective Prioritization and Time Management Strategies

Candice Landau

Productivity and time management are more popular themes than ever before and it’s really no surprise. We live in a distracted world, with text messages, work chats, and smart device notifications all vying for attention as we attempt to get real, focused work done. While this may have made doing “deep work” harder, it has also given rise to new time management strategies and techniques.

In this article, we’ll give you an overview of some of the most effective prioritization and time management strategies out there. You may find you want to combine a couple of them to create the ultimate productivity toolkit.

The first section will focus on prioritization strategies as not all time management strategies will teach you how to prioritize tasks. The second section will be centered around time management strategies in the broader sense.

If you prefer, you can skip ahead to the strategy you are interested in.

Prioritization Strategies:

• Do the worst thing first
• The Most Important Task Methodology (MIT)
• The Eisenhower Decision Matrix (Urgent-Important Matrix)
• The Ivy Lee Method
• The 1-3-5 Rule
• The ABCDE Method
• Eat That Frog
• Warren Buffet’s 2-List Strategy (25-5 Rule)

Time Management Strategies:

• The Pomodoro Technique
• Time Blocking
• The Rapid Planning Method (RPM)
• The One-Minute Rule
• Time Tracking
• Getting Things Done (GTD)

Prioritization Strategies

Many of the best time management strategies fall short in one way—they do not help you prioritize your work. And, a time management strategy is only effective if it helps you get the most important work off your plate. For this reason, we find it helpful to combine a task prioritization strategy with a time management strategy.

1. First, Use Lists

This is less a prioritization strategy and more a bit of friendly advice. Without a mega list (a brain dump of all the things you need to do), you may find you forget something important. There’s no one right way to keep a list, except the one that works best for you. If you’re a pen and paper person, use paper. If you prefer to work online, use an online tool or app. For my own to-do lists, I use Trello, a Bullet Journal, and Google Keep. Others I know use physical notecards, Google Task reminders, a notebook, or a to-do app like Todoist.

2. Do the worst thing first

No doubt you’ve heard about this prioritization strategy at some point in your life. The worst thing is often the thing you spend your whole day procrastinating around doing. If you start work in the morning and can make a habit of doing the worst thing first, you’ll have the added benefit of getting work done faster and more accurately .

3. The Most Important Tasks Methodology (MIT)

The Most Important Tasks Methodology directs you to select one to three tasks that are essential, and then focus on those throughout the day, instead of a monstrous to-do list. The basic idea is that you don’t do anything outside of those tasks until they’re completed. While I certainly recommend keeping a general to-do list, I’d make sure to keep this one separate. Remember, that general to-do list is your brain dump so that you can focus on the Most Important Tasks!

But, how do you decide what the most important tasks are? Josh Kauffman, author of The Personal MBA, and a well-known productivity expert suggests you think of a critical task as a task that will create the most important results you’re looking to achieve. The thing, or things that would make the biggest difference. Obviously, not everything on your plate is equally important. Kauffman typically uses a 3x5 index card to list his tasks. I use a post-it note. You can use whatever works best for you.

Kauffman also suggests taking advantage of “ Parkinson’s Law ” by giving yourself an artificial deadline. For example, “I want to get all of my MITs done by 11 a.m.”. Of course, make sure that the “deadline” is realistic. No sense in setting yourself up for failure.

The MIT prioritization strategy will help you focus and achieve results quickly.

4. The Eisenhower Decision Matrix (AKA: The Urgent-Important Matrix)

The Eisenhower Decision Matrix is a great way to figure out which tasks are most important, especially if you have a long list and don’t know where to start. As the name suggests, the Eisenhower Decision Matrix is the brainchild of former U.S. President Dwight D. Eisenhower . It’s designed to help you determine the urgency of tasks by sorting them by Importance and Urgency. If you ever had to do a SWOT Analysis in school, this prioritization strategy will look familiar.

It begins with drawing a cross on the page, and labeling that cross with four headings: important, less important, urgent, and less urgent. The placement of these labels does matter. Take a look at the diagram above to create your own Urgent-Important Matrix.

Each of the four quadrants also has a different name. The first quadrant is known as the “do first” sector with tasks that need to be done today, or tomorrow at the latest. When you work on these tasks it’s a good idea to use a timer to help you focus.

The second quadrant is called the “schedule” sector as the tasks in it are important but less urgent. In this sector, it’s a good idea to list the things you need to put in your calendar or schedule.

The third quadrant is the “delegate” sector and it includes all of the things that you can delegate because they are still urgent but less important. If you do delegate tasks it’s a good idea to keep track of them in some fashion (perhaps calendar reminders?) so that you can check back in on their progress later.

And finally, the fourth quadrant is known as the “don’t do” quadrant as it’s there to help you eliminate the things you really don’t need to do. For example, checking social media throughout the day, aimlessly browsing the web, and so on. The things that go in this quadrant are often the things that prevent you from dealing with the tasks in the other quadrant.

The nice thing about this strategy is that it will give you a birds-eye-view of what’s on your plate, and some actionable methods for dealing with it. To help yourself out, try keeping the number of tasks in each quadrant to no more than eight.

5. The Ivy Lee Method

The Ivy Lee Method is a delightfully simple prioritization strategy with a fun story involving Ivy Lee himself, that illustrates just how effective it is. I won’t spoil the story for you in the interest of time, but if you do get a chance, check it out on James Clear’s website .

The gist of this strategy is that at the end of each workday you write down the six most important things that you need to accomplish by tomorrow. The catch? Only six things. No more.

Next, you prioritize those items in order of true importance. This might be a good opportunity to combine this method with the Urgent-Important Matrix, though you can of course use any method for ordering tasks by level of importance.

When you start working the next day, you work on the first task. Only when the first task is done do you move onto the second one. You work on the rest of the list in exactly the same way. If you end the day having completed all of the items on your list, you can either move on to the next day’s items, or on to any other tasks you need to accomplish. Then, you rinse and repeat, setting aside time at the end of each day to write the next day’s top 6 priorities.

The real benefit of this approach is its simplicity. It forces you to get to the core of what really matters, and it helps constrain you.

6. The 1-3-5 Rule

Alex Cavoulacos , founder of The Muse—a career site—is a big proponent of this prioritization strategy. We can see why. It’s elegant yet simple.

The gist of it is this: Begin each day by assuming you can only accomplish one big thing, three medium things, and five small things. Ideally, you’d create this list the night before so that you can hit the ground running. Alex recommends you tweak this “Rule” if you spend a lot of time in meetings or have other commitments. For example, maybe for you, it’s the 1-2-3 Rule. Only you can know how much you can accomplish each day.

This strategy will help you focus, and give you a clear picture of what can and cannot be done if something else gets dropped in your lap. This way, you’ll be able to report to your manager and tell them which task will need to be set aside if you’re to focus on the new one.

7. The ABCDE Method

The ABCDE Method is most often attributed to time management expert, Brian Tracy . However, this method is an extension of the more simplified ABC Method by Alan Lakein .

At its core, the ABCDE Method prompts you to assign a letter to each of the tasks on your plate. "A" tasks are the most important tasks—the things you must do, or there will be consequences, or that if you do, will have the greatest reward. If there is more than one "A" task on your list, use numbers to give them sub-ranks. For example, "A-1" is more important than "A-2," which is more important than "A-3," and so on. If possible, try to keep your "A" list short (one or two items are good), otherwise, you’ll just end up with a regular old list!

"B" tasks are important too but they don’t have the consequences and deadline that "A" tasks do. You should do these tasks only once you’ve completed the "A" tasks. "C" tasks are nice to do but don’t have any consequences if you don’t do them. Beware of these tasks as they may be the distractors! "D" tasks are the tasks that you can delegate to someone else so that you can work on the more important "A" tasks. Finally, "E" tasks are the tasks that really don’t fit into the other categories. They’re the ones you should remove from your list entirely.

8. Eat That Frog!

Eat That Frog is a natural follow-up to the ABCDE Method as it will help you decide on that “A” task. It’s also a good mix of a prioritization strategy and a time management strategy. Time management expert, Brian Tracey , is also credited for being the inventor of this technique. You can read more about it in his book, " Eat That Frog!: 21 Great Ways to Stop Procrastinating and Get More Done in Less Time. " His inspiration for it is said to have come from a quote by Mark Twain:

“Eat a live frog first thing in the morning and nothing worse will happen to you the rest of the day.”

If you’re prone to procrastination, have a hard time getting the most important things finished, or feel overwhelmed by your lengthy to-do list, this strategy might be right up your alley.

Here’s how it works:

• Begin each day by identifying your “frog”—the hardest or most important thing on your plate. You can only choose one frog. If you have two important frogs (tasks) eat the ugliest!
• Eat your frog (AKA: Do it now). Don’t save your frog for later or spend too much time thinking about it. Eat it now so that you don’t put it off later when you’re tired and struggling to concentrate.
• Repeat this every day.

The best thing about this strategy is that it helps you get work done at the time you are most likely to be at peak productivity—the morning. Even if willpower rises and falls throughout the day, usually in the morning you are at a peak. Take advantage of it!

9. Warren Buffet’s 2-list Strategy (25-5 Rule)

Many prioritization strategies are actually about choosing the “right” task to work on—usually the most important, urgent, or impactful task. Warren Buffet’s 2-List Strategy (also known as the 25-5 Rule) takes this a step further by helping you determine your larger focus areas. You could use this strategy to work on day-to-day tasks, but you may find it works better for you paired with another prioritization strategy.

Here’s how this big-picture prioritization strategy works:

• Think of your top 25 career goals or top 25 tasks you want to accomplish this week. Write them down.
• Circle the top five goals or tasks on your list. You should now have two lists. The 20 remaining goals or tasks, and the five circled goals or tasks.
• The five you circled are the ones you should start working on now. The other 20 are the ones you should avoid working on at all costs!

This strategy works well because it helps you minimize context switching —distractedly switching between tasks—that sabotages your productivity. In fact, a study by Microsoft found that when disrupted, 40% of the time, the disrupted task was not resumed immediately following the disruption.

Warren Buffet’s 25-5 Rule, or 2-List Strategy will help you single-task so that you can work more efficiently through your to-do list. After all, the cost of interrupted work is more than harmful to just productivity. It also increases stress, feelings of frustration, and perceived effort.

Time Management Strategies

Once you have a handle on how to prioritize your work effectively, you’ll want a strategy for helping you manage that work throughout the day. It’s important to recognize that if you don’t make a plan for getting things done, you’re most likely going to be controlled by someone else’s focus. Use one or more of these time management strategies in conjunction with your favorite prioritization strategy to get more productive.

1. Pomodoro Technique

Perhaps one of the best-known time management strategies, the Pomodoro Technique developed by Francesco Cirillo in the 1980s, is simple to learn and easy to implement. It can improve work and study habits, help cut down on interruptions, and improve work estimation efforts. You can learn more about this technique in Francesco's book, " The Pomodoro Technique: The Acclaimed Time-Management System That Has Transformed How We Work ."

A pomodoro is a tomato-shaped timer. Of course, you don’t need to actually buy the tomato timer, you can just use an app like HourStack , a stopwatch, or something else. A pomodoro is also the interval of time spent working. For example, each pomodoro is 25 minutes long.

The core process includes six steps:

• Choose the task you want to work on—big, small, important, unimportant (this is not a prioritization strategy).
• Set the pomodoro (timer) for 25 minutes.
• Work on the task until the pomodoro (timer) rings.
• When the pomodoro rings, put a checkmark next to the item.
• Take a short break. If you can, get moving, grab a coffee, eating something healthy.
• Continue the cycle. Every four pomodoros, take a longer break—something in the order of 20 or 30 minutes is good.

You can also adjust the length of your pomodoro to suit the work you do. Perhaps your work is better done in 40-minute increments, or even 90-minute increments—there’s definitely research to show that longer working periods like this are associated with increased productivity and performance .

Eventually, the very act of setting a pomodoro will get you into that focus mode.

2. Time Blocking

Time blocking is a time management strategy that involves breaking your day up into distinct blocks of time. Within each of these blocks, you will work on a specific task. The length of each block of time is up to you, but it is best to put them on a calendar so that you can accurately track tasks against how much time you have in a day. To do this, some people use Google Calendar, others use a tool like HourStack that also includes in-built time tracking and integrations with to-do list apps.

Time blocking can help you focus and go deep on the work you need to do. It can also help to eliminate inefficient multitasking .

To start using this time management strategy, begin by making a list of all of the things you need to do. Now, prioritize that list. Next, open up your daily or weekly planner. Lastly, schedule your tasks or projects onto the planner. If you have a lot of really small tasks, you might try something called “batching.” For example, instead of blocking off time to respond to each email in your inbox, dedicate a single block to replying to emails.

Some people like to work in five-minute blocks, others, in hour-long blocks, others still in four distinct blocks of time each day. The benefit of this strategy is its flexibility, as well as how easy it is to implement.

To learn more about this time management strategy, read our in-depth guide to time blocking .

3. The Rapid Planning Method

Motivational speaker, Tony Robbins , is the designer of the Rapid Planning Method (also known as RPM).

It’s a results-oriented planning system that helps you figure out and then focus on what you want. When you know what you want, or what the target is, it’s easier to go after. This “knowing” gives you purpose and the drive to follow through and sets you on the path to creating a MAP (Massive Action Plan).

Tony Robbins says that RPM is actually a system of thinking and not a time management system. We decided to include it anyway as it offers you an innovative way of thinking about your to-do list.

RPM begins with three questions:

• What is the result or outcome that you really want to achieve?
• What is your purpose? (why do you want that result/outcome?)
• What specific actions must you take to make it happen? (This is your MAP)

There are four steps to creating an RPM Plan:

Step 1: Begin by listing the things you want to accomplish.

Step 2: Start chunking those things you listed into groups. Perhaps there’s one for work, one for personal, and one for family and friends. Divide that list further if you need to.

Step 3: Create your RPM blocks. Here's how: For each of the things you want to accomplish, create a table with three columns. The first column is a numbered list of the steps it will take to achieve your desired outcome. The second column is the result you’d like to achieve. The third column is a reminder of your purpose (your "why").

Step 4: Create a fun, empowering role or identity for each of the things you want to accomplish. For example, if you troubleshoot IT at work all day, and you’d like to accomplish setting up a server for the first time, you might call yourself a Tech Detective. You can have multiple personalities—in fact, it’s encouraged!

To learn more about this technique, check out Tony Robbins’ Time Your Life Workbook download .

4. The One-Minute Rule

When I was young I recall my father saying, “never touch the same paper twice.” The one-minute rule isn’t so different. The idea is simple: If you can complete a task in a minute or less, do it immediately. This might be responding to a quick email, requesting a refund, scheduling a task, or sending a tweet.

The strategy was coined by Gretchen Rubin , author of " The Happiness Project ." She says it’s a great way to keep small, nagging tasks under control, which ultimately makes her feel less overwhelmed. If you have a ton of small tasks or suffer from anxiety , this might be the strategy for you!

5. Time Tracking

While “tracking time” isn’t a strategy with an elegant name, it is a technique you can use to get a sense of how long it takes you to do the things on your plate, focus for a targeted amount of time, or identify those activities that are wasting or misusing your time.

When you don’t keep track of your time it’s easy to feel like time is flying, especially if you operate more reactively, putting out fires and responding to others’ needs.

Time tracking doesn’t need to be complicated. In fact, you can start tracking your time in small increments just to get a sense of how you’re doing. Maybe you do this every 15 minutes, or each hour. Do it for a few days and then see how you’re stacking up. You can use a product like HourStack , or you can use pen and paper—whatever gets you actually doing it.

Once you have an idea of where your time is going you can start to think more objectively about how you want to use it moving forward. For example, if meetings are taking up a surprising number of hours, perhaps you can skip a few, or suggest an email update. You might also get a sense of the hours where you are most productive. Energy levels rise and fall throughout the day so use this to determine when you, personally, might be at your best.

Some options for time tracking tools include:

• A tool like HourStack with in-built timers on every task
• A pomodoro timer or kitchen timer
• The timer on your phone or watch
• An app that includes time tracking

Your gut instinct is not a timer, but it is a good place to get started, and a fun exercise to see how good you are at estimating how you spend your time. I suspect the reality will surprise you!

6. Getting Things Done (GTD)

Getting Things Done is a productivity and time management strategy created by David Allen , author of “ Getting Things Done: The Art of Stress-Free Productivity .” It will help you eliminate chaos and give you the space to work both strategically and creatively.

As with many other time management strategies, step one is capturing all of the things that are taking up your attention or causing stress. Write them down so they’re out of your head. Step two includes processing those tasks. Are they actionable? What next step should you take on them? Should they be put on hold? Put in the trash? Worked on immediately? Step three includes organizing them in the appropriate places—perhaps a weekly planner, a calendar reminder, a filing system, or several lists. Make sure you review these items frequently to keep them updated.

Now, as tasks enter your life or come in through the door you can add them to the GTD workflow: capture, clarify, organize, reflect, and engage. If a task takes no more than two minutes, do it! If it’s not actionable, add it to a trash list, or a someday/maybe list. If the task does not take a single step to complete, plan the “ task project.” If it needs to be worked on at a later date, schedule it.

With these parameters in place, you can start working on each task, checking it off your list.

7. 168 Hours

Most of us are used to thinking about time in either 24-hour increments, or eight-hour increments. Very rarely do we plan in 168-hour slots of time—the number of hours in a week. This means, we often think we have less time than we do to accomplish things, or that we fall prey to the optimism bias ) and set ourselves too many tasks to complete within 24 hours.

168 Hours is a time management strategy created by author and time management expert, Laura Vanderkam . Central to the idea is that you spend a week or two first tracking your time so that you can understand where it is going. You’ll also want to identify your “core competencies”—the things you do best and that no one else could do better than you—for example, working on your relationship with your partner or kids. Once you’ve done these two things you can use what you have learned to build a more effective weekly schedule. It’s really that simple. This is a great time management strategy to use in conjunction with something like time blocking.

What Time Management Strategy Do You Use?

We love hearing about the techniques people are actually using to get work done.

If you feel we are missing an effective time management strategy from this list, tweet us @hourstack to let us know.

Updated September 21, 2022 in Tips & Tricks

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The Role of Prioritization in Problem Solving

Different approaches to problem solving, enhancing efficiency and effectiveness, reducing stress and overwhelm, facilitating clear communication and collaboration, identifying the problem, breaking down the problem into manageable steps, prioritizing the steps, overcoming common obstacles, dealing with complex problems, utilizing prioritization tools and techniques, developing a flexible problem-solving mindset, continual evaluation and adjustment of priorities, why is it important to prioritize steps to solve a problem.

For any resourceful product manager, time is of the essence. It is crucial to understand the importance of prioritizing steps to efficiently solve the challenges we encounter. By employing this strategic approach, we can make significant progress towards overcoming obstacles and achieving success. Let’s delve into the concept of problem-solving and explore the role that prioritization plays in this process.

Understanding the Concept of Problem Solving

Problem-solving is an integral part of our personal and professional lives. From tackling complex technical issues in software development to resolving conflicts in team dynamics, the ability to effectively solve problems is a valuable skill. At its core, problem-solving involves analyzing situations, identifying the underlying issues, and devising viable solutions.

When faced with a problem, it is important to approach it with a clear and logical mindset. This involves breaking down the problem into smaller, more manageable parts. By doing so, we can better understand the root causes and potential solutions. Additionally, problem-solving requires creativity and critical thinking. It is essential to think outside the box and explore alternative perspectives to find innovative solutions.

Furthermore, problem-solving is not a linear process. It often involves trial and error, as well as the ability to adapt and adjust strategies along the way. This flexibility is crucial in navigating the complexities of problem-solving, as it allows us to learn from our mistakes and refine our approach.

Prioritization is the secret ingredient that elevates problem-solving to new heights. It allows us to focus our efforts on the most critical components of a problem, leading to increased efficiency and effectiveness. By identifying and prioritizing the steps involved in solving a problem, we can eliminate unnecessary distractions and allocate resources in a targeted manner.

When prioritizing, it is important to consider the urgency and impact of each component. Some issues may require immediate attention, while others can be addressed at a later stage. Prioritization also involves evaluating the potential risks and benefits associated with different solutions. By weighing these factors, we can make informed decisions and allocate our time and resources accordingly.

Moreover, prioritization helps us avoid getting overwhelmed by the complexity of a problem. By breaking it down into smaller, more manageable tasks, we can tackle each component systematically. This not only enhances our problem-solving abilities but also improves our overall productivity and effectiveness.

There are various approaches to problem-solving, each with its own merits. Some individuals prefer a systematic approach, breaking down a problem into smaller, manageable parts. This method allows for a structured and organized problem-solving process, ensuring that no aspect is overlooked.

On the other hand, some problem solvers rely on their intuition and experience to guide them towards solutions. This approach is often seen in professionals who have developed a deep understanding of their field and can draw on their expertise to solve complex problems. Intuitive problem-solving can be particularly effective when time is limited or when faced with unique challenges that require a creative solution.

Regardless of the approach, prioritization is a common thread that helps steer problem solvers towards success. By identifying the most critical components and allocating resources accordingly, we can streamline our problem-solving process and increase the likelihood of finding effective solutions.

The Importance of Prioritizing Steps in Problem Solving

Prioritizing steps in problem-solving is akin to charting a course for a successful voyage. Let’s explore the benefits that this approach brings to the table.

By prioritizing steps, we optimize our use of time and resources. We can focus our energy on the most impactful actions, making progress towards our objectives at a faster pace. For example, in software development, a developer may prioritize fixing critical bugs before addressing minor cosmetic issues, ensuring that a stable and functional product is delivered to users.

When faced with a complex problem, it is easy to become overwhelmed and lose sight of the bigger picture. Prioritization provides clarity, enabling us to break down a problem into smaller, manageable chunks. By taking it one step at a time, we can make progress while keeping stress at bay. Consider a product manager faced with tight deadlines and limited resources. By prioritizing tasks and focusing on critical functionalities, they can alleviate stress and deliver a successful product.

In problem-solving endeavors, effective communication and collaboration are pivotal. Prioritizing steps creates a shared understanding of the key actions required to address a problem. This promotes clear communication among team members and ensures that everyone is working towards a common goal. For instance, in a software development team, defining priority tasks allows developers, designers, and testers to align their efforts and work together seamlessly.

The Process of Prioritizing Problem-Solving Steps

Now that we grasp the significance of prioritization, let’s explore the process involved.

The first step in the process is identifying the problem at hand. We need to define the issue clearly and understand its impact. By gaining a deep understanding of the problem, we can lay the foundation for effective prioritization. In software development, this could involve identifying a critical functionality that is causing user dissatisfaction or system crashes.

Once the problem is clearly defined, breaking it down into manageable steps paves the way for effective prioritization. We can analyze the problem, identify dependencies, and determine the sequence in which steps need to be taken. This approach is analogous to a software developer dividing a large project into smaller tasks to ensure smooth progress and efficient resource allocation.

With a clear understanding of the problem and a breakdown of the steps required, it is time to prioritize! We can assign importance and urgency to each step based on a variety of factors, such as the impact on stakeholders or potential risks involved. Prioritization allows us to focus our efforts on the steps that will yield the greatest results. In the realm of software development, this could involve fixing critical security vulnerabilities before optimizing website performance.

Challenges in Prioritizing Problem-Solving Steps

Prioritizing problem-solving steps is not without its challenges. Let’s examine some common obstacles and strategies for overcoming them.

One challenge in prioritizing steps is navigating conflicting priorities. Different stakeholders may have divergent views on what should be prioritized. Effective communication, stakeholder engagement, and data-driven decision-making can help bridge the gaps and align priorities.

Complex problems can be daunting to prioritize, as there may be numerous interdependencies and variables to consider. It is important to approach these problems systematically, breaking them down into smaller, more manageable components. Iterative prioritization and continual evaluation allow us to adapt and adjust our approach as we gain insights and make progress.

Tips for Better Prioritization in Problem Solving

Now that we understand the importance of prioritization and the challenges involved, let’s explore some tips to enhance our prioritization skills.

Various tools and techniques can help us prioritize effectively. From the simple Eisenhower Matrix, which categorizes tasks based on their importance and urgency, to more sophisticated software tools, leveraging these resources can enhance our ability to make informed decisions. For example, a product manager can use product management software with built-in prioritization features to visualize and manage tasks efficiently.

Flexibility is key in problem-solving. Embrace the concept that priorities may shift as new information emerges or circumstances change. By cultivating adaptability and open-mindedness, we can respond to evolving situations and adjust our priorities accordingly. For instance, in software development, unforeseen technical challenges may arise, requiring developers to adjust their priorities and address critical issues promptly.

Prioritization is not a one-time activity, but an ongoing process. Regularly evaluating and adjusting priorities ensures that we stay on track and aligned with our goals. It allows us to adapt to changing circumstances and seize new opportunities. For example, in an agile software development environment, teams engage in frequent iterations and evaluations, continuously reprioritizing tasks to deliver high-value features.

In conclusion, prioritizing steps in problem-solving is an essential practice that enables us to optimize our efforts, reduce stress, and foster collaboration. By understanding the process, overcoming challenges, and employing effective strategies, we can enhance our ability to resolve problems successfully. So, next time you face a problem, remember the power of prioritization and let it guide you towards triumph!

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How to prioritize tasks: 10 task prioritization techniques

Use these task prioritization techniques to help you identify your most important work..

There's never enough time to do everything you want to do. It's a universal problem. And we all accept that fact and live with its reality until the worst-case scenario rears its ugly head: there's not enough time to do everything you have to do.

When everything on your to-do list feels like it's of crucial importance (or when someone you answer to feels that way), use one or more of these prioritization techniques to help you identify your most important task and get work done.

What is a prioritization technique?

A prioritization technique helps you make informed decisions about the order you should complete your tasks based on different factors like their importance and due dates. With a list of prioritized tasks in hand, you have a shield to respectfully push back against unnecessary meeting invites and last-minute requests. 

For example, when stakeholders would approach my teammates with "urgent" requests, we would show them our prioritized task list and ask, "What should we cut in order to accommodate this request?" After seeing the importance of the other things on the list, urgent requests often suddenly became much less urgent.

But prioritization techniques aren't limited to regaining control over workplace tasks. They're also useful for managing competing priorities from your family, friends, and even that part of your brain that's always on the lookout for side projects.

Task prioritization techniques

Priority matrix  

MoSCoW prioritization method

ABCDE method

Scrum prioritization

Bubble sort method

Most Important Task (MIT) method

The Ivy Lee method

1-3-9 prioritization technique  

Two lists technique

Pareto principle (80/20 rule)

1. Priority matrix

The priority matrix technique consists of distributing your tasks across a four-quadrant matrix like the one shown below. The x-axis represents one value, and the y-axis represents another. Each quadrant, then, represents priority based on the defined values.

There are infinite ways you could organize your priority matrix. Here are popular priority matrix examples to get you started.

Eisenhower matrix

With the Eisenhower matrix, the x-axis represents urgency while the y-axis represents importance , leaving you with the following categories (from the top-left going clockwise):

Important but not urgent tasks are lower priorities that you should add to your to-do list for later.

Important and urgent tasks are your top priorities.

Urgent but not important tasks are ones that must get done but can be delegated to someone else. 

Not urgent or important tasks are probably unnecessary distractions. 

To use it, evaluate each task based on its urgency and importance, and then place the task in the corresponding quadrant.

By placing each task on your list into a quadrant on the Eisenhower Matrix, you can determine what needs to be done now, what you can save for later, what's worth delegating, and what you can scratch out altogether.

Impact effort matrix 

In the impact-effort matrix, the x-axis represents impact, and the y-axis represents effort . So you'll have a matrix with the following quadrants (from top-left going clockwise):

High effort, low impact 

High effort, high impact 

Low effort, high impact 

Low effort, low impact 

To distribute your tasks accordingly, evaluate how much effort each one will take and the impact completing it will have. Any tasks in your Low effort, high impact quadrant are your top priorities, followed by ones in your High effort, high impact quadrants. 

If you have a lot of tasks in these two quadrants, consider working on one or two from your Low effort, high impact quadrant. The sense of accomplishment from checking off these quick wins might give you that much-needed boost to tackle the rest.

Cost value matrix 

In the cost-value matrix, the x-axis represents cost, and the y-axis represents value , leaving you with the following groupings (from top-left going clockwise): 

High value, low cost

High value, high cost 

Low value, high cost

Low value, low cost

Evaluate how much your task will cost (in terms of time) and the value it'll provide. Tasks in your High value, low cost quadrant are your quick wins, while ones in your Low value, high cost are tasks you should probably avoid. 

With any of the matrix models above, you can sketch them out on paper or in a spreadsheet. Or you can use an app that has built-in features for building priority matrices, like TickTick .

2. MoSCoW prioritization method 

The MoSCoW method is a simple technique for prioritizing tasks where you assign every task on your to-do list to one of four categories:

M – Must do : M tasks are things you absolutely have to do.

S – Should do : S tasks are things you should do, but they're a lower priority than M tasks.

C – Could do : C tasks are nice-to-dos. You'd like to do them, but if you don't, it's probably not a big deal.

W – Won't do : W tasks are things that just aren't worth doing.

Note: If you have a lot of tasks that need delegation, the MoSCow method isn't for you. Jump to the ABCDE method for a better-suited alternative technique. 

After you've assigned each task to a category, delete your W tasks. Breathe a sigh of relief at how much shorter your task list is now. Then get to work. Focus first on M tasks, followed by S tasks, and if you have time, C tasks. 

By working on your list from the top down, you can ensure that you're always working on your highest-priority tasks.

For a seamless way to visualize and organize your tasks, try using a Kanban app like Trello or KanbanFlow . Create a list of unsorted tasks, and then drag each task into the appropriate category. You can also drag and drop tasks up and down within lists to specify the order in which you want to work on them.

But for the MoSCoW method to really work, you have to make sure all your tasks actually get added to your board, so you can categorize them. With Zapier, you can automate this process by connecting your Kanban app with your task sources, like Slack or your email inbox. Learn more about how to automate your Kanban board , or get started with one of these workflows. 

To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here .

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3. ABCDE method

The ABCDE method comes from Eat That Frog by Brian Tracy. Similar to the MoSCoW prioritization technique, the ABCDE method gets you to assign each task on your list into a category:

A tasks are things you must do.

B tasks are things you should do.

C tasks are nice-to-dos.

D tasks are tasks you should delegate to someone else.

E tasks are tasks you should eliminate.

The ABCDE method expands on the MoSCoW method by prioritizing tasks you need to do and identifying the ones that can be done by someone else. 

Kanban apps also work really well for this technique. You'll have one source list for all your tasks followed by additional lists to contain A , B , C , D , and E tasks. Drag and drop tasks from the source list into the appropriate category, then get started on your A tasks.

4. Scrum prioritization

Scrum prioritization (also referred to as Agile prioritization ) is a prioritization method that relies on ordering your tasks based on both priority and sequence.  This technique works particularly well when you have to take sequence into account.

For example, say your highest priority task is to re-tile your bathroom floor. However, you know that you also need to have plumbers run new pipes in your bathroom, and they'll have to cut into the floor to do so. Getting new pipes run may be a lower priority, but since it will impact your highest-priority task of re-tiling the floor, it needs to be completed first.

In Scrum prioritization, you evaluate each task on your list using three criteria:

How important is this task?

How important is it compared to the other tasks on this list?

Is any other task dependent on this task?

Then, using the answers to those questions, you assign each a unique number from one to n (where n is the total number of tasks on your list). 

Scrum prioritization works well on its own, but it also pairs really well with other techniques like the MoSCoW or ABCDE method. After categorizing your tasks by priority (as M , C , and W or A , B , and C ), you can begin sequencing the tasks in order of how you plan to complete them, keeping in mind any task dependencies that might impact that order.

Any to-do list app that allows for drag-and-drop ordering works well for Scrum prioritization. But if you're organizing tasks with a lot of dependencies, project management apps like Jira and Asana provide a better way to visualize your sequenced tasks. 

5. Bubble sort method

The Bubble sort method is an effective way to answer the question, "How important is this task compared to other tasks on this list?" It's especially useful if you're suffering from the everything-is-urgent problem. 

Start with a horizontal grid and assign each task to a cell. 

Then, take the first two tasks and evaluate them against each other by asking, "Which task is more important?"

Whichever task from the previous step is most important gets moved to the left. In the example below, Task 2 is more important than Task 1 , so the two tasks switch places.

Then compare the next two tasks. Which is more important? The more important task gets moved one cell to the left.

Continue this process until you get to the end of the list. Then repeat the process from the beginning. Continue repeating the exercise until every task is to the left of a less-important task. Your priorities are now listed from left to right.

There's no specific tool designed for the Bubble sort method, but you can easily use a Kanban, to-do list, or project management app for this. The only difference is that your sets of tasks will run from top-to-bottom instead of left-to-right.

6. Most Important Task (MIT) method

Most Important Task (MIT) is an exceptionally simple prioritization method popularized by Leo Babauta . Instead of prioritizing tasks from your entire to-do list, start every morning by picking one to three MITs—things that you must do that day.

Pick at least one MIT each day that's related to your goals. This way, you're doing something daily to help you reach your goals. And while you'll most likely complete more in a day than only your MITs, selecting your MITs in the morning and setting a deadline ensures you're dedicating time every day to working on important, high-priority tasks.

The nice thing about MIT is that you don't technically even need a to-do list to use the technique. But if you want to keep your MIT top of mind, try the free Chrome extension Momentum . It prompts you to choose a focus for the day the first time you open Chrome, and then it shows you that focus each time you open a new browser tab.

Start every day on the right foot. Here are 12 morning and evening routines you can implement to create more productive days. 

7. The Ivy Lee method

The Ivy Lee Method is simple (and similar to the MIT method):

At the end of every workday, choose the six most important tasks on your list to work on tomorrow.

Then, order those six tasks in terms of priority.

When you get to work the next day, work on task number one until it's complete.

Tackle the rest of your list in the same way.

Continue until all six tasks are complete, and repeat the process every single day.

Any to-do list, Kanban, or project management app works well for the Ivy Lee method. But if you find that you're struggling to complete your prioritized tasks because of meetings and other distractions, consider building your to-do list in a time-blocking app . This way, you can schedule time for that work directly in your calendar, making you unavailable for meetings that probably could've been an email .

8. 1-3-9 prioritization technique

The 1-3-9 prioritization technique encourages you to focus on important tasks, but it also gives you a way to prioritize the less important tasks you'll inevitably need to work on. It's like a blend of the MoSCoW, MIT, and Ivy Lee methods. 

Every day, you plan to complete 13 tasks:

one critical task (like an M task from MoSCoW)

three important tasks (like S from MoSCoW)

nine nice-to-do tasks (like C from MoSCoW)

You could even combine the 1-3-9 technique with an Eisenhower matrix, leaving you with one task in the Important and urgent quadrant, three in the Important but not urgent quadrant, and nine in the Urgent but not important quadrant.

Order your lists of three and nine tasks in terms of priority. Then work on and complete your one task, followed by your three tasks in order, and finally, your nine tasks in order.

In an ideal world, you'd be able to work only on your highest-priority, high-value tasks—but things rarely work out that way. The 1-3-9 method addresses that reality by giving you a way to make sure you're at least working on the most important of your less important tasks.

Any priority matrix app or Kanban app works well with the 1-3-9 prioritization technique. 

9. Two lists technique

Warren Buffett's Two lists technique is another really simple approach to prioritizing tasks.

First, you write down a list of 25 things you want to accomplish. When the list is complete, circle the five most important items on that list.

When you're finished, compile the results into two lists:

The first—containing the five tasks you circled—becomes your to-do list.

The second—containing the 20 tasks you didn't circle—becomes your don't-do (yet) list.

Focus your attention on completing all the tasks on your first list. Only then can you begin working on your second list.

The Two Lists technique is designed to be done on paper, but you can accomplish the same thing with any to-do list app that lets you move tasks from one list to another. Or, if you want to get really creative, turn your 25 goals into a doodle .

10. Pareto principle (80/20 rule)

The Pareto principle , also known as the 80/20 rule, states that 80%of consequences tend to come from 20%. For example, 80% of your impact at work comes from 20% of the tasks you do. 

Put another way, if you prioritize a small percentage of the right tasks, they can yield outsized effects. 

To put the 80/20 rule into practice, identify your 20% work and make those tasks your priority. There's no hard-and-fast rule baked into the Pareto principle for how to determine your 20% work, but you can draw on other strategies. For example, M tasks from the MoSCoW method or Low effort, high impact tasks from the effort-impact priority matrix. 

Bonus: How to prioritize tasks for teams

Many of the prioritization methods listed above are useful for prioritizing your daily tasks. But what if you're working on a larger scale? For example, a product team debating which features to roll out next, or a marketing team deciding how to divide their advertising budget across different campaigns. In those cases, here are a few prioritization methods to help your team identify and sequence those tasks: 

Weighted Shortest Job First (WSJF)  

RICE scoring model   

How to pick the right task prioritization technique

Every technique on this list helps you achieve the same thing: ensuring that you're always working on your most important tasks. So, in the end, it doesn't matter which technique you use. It doesn't matter if you use multiple techniques. And it doesn't matter if you blend parts of the different techniques to make your own custom method.

What matters is that you pick something that makes sense and feels natural, and get to work.

Related reading:

The upside-down world of bizarro productivity tips

How to manage a busy season when you're struggling with mental health

The best ways to work smarter, not harder

7 mental models to help you make better business decisions

6 to-do list ideas to help you get more done

This article was originally published in July 2019. The most recent update was in September 2023 with contributions from Jessica Lau.

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Jessica Greene

Jessica Greene is a freelance marketing and business writer. A former writing instructor and corporate marketer, she uses her subject-matter expertise and passion for educating others to develop actionable, in-depth, user-focused content.

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35 problem-solving techniques and methods for solving complex problems

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

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

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

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

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

Let’s get started! 

How do you identify problems?

How do you identify the right solution.

• Tips for more effective problem-solving

Complete problem-solving methods

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

Problem-solving warm-up activities

Closing activities for a problem-solving process.

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

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

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

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

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

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

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

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

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

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

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

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

Tips for more effective problem solving

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

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

Clearly define the problem

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

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

Don’t jump to conclusions

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

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

Try different approaches  

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

Don’t take it personally 

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

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

Get the right people in the room

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

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

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

Document everything

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

Bring a facilitator 

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

Develop your problem-solving skills

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

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

Design a great agenda

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

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

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

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

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

Design Sprint 2.0

• Open Space Technology

1. Six Thinking Hats

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

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

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

2. Lightning Decision Jam

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

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

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

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

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

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

3. Problem Definition Process

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

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

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

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

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

4. The 5 Whys 

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

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

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

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

5. World Cafe

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

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

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

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

6. Discovery & Action Dialogue (DAD)

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

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

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

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

7. Design Sprint 2.0

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

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

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

8. Open space technology

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

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

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

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

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

Techniques to identify and analyze problems

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

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

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

Let’s take a look!

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

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

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

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

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

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

10. The Creativity Dice

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

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

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

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

11. Fishbone Analysis

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

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

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

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

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

12. Problem Tree 

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

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

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

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

13. SWOT Analysis

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

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

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

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

14. Agreement-Certainty Matrix

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

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

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

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

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

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

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

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

16. Speed Boat

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

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

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

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

17. The Journalistic Six

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

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

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

18. LEGO Challenge

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

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

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

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

19. What, So What, Now What?

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

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

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

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

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

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

20. Journalists  

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

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

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

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

Problem-solving techniques for developing solutions 

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

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

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

21. Mindspin  

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

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

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

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

22. Improved Solutions

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

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

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

23. Four Step Sketch

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

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

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

24. 15% Solutions

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

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

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

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

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

25. How-Now-Wow Matrix

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

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

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

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

26. Impact and Effort Matrix

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

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

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

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

27. Dotmocracy

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

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

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

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

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

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

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

28. Check-in / Check-out

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

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

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

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

29. Doodling Together  

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

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

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

30. Show and Tell

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

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

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

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

31. Constellations

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

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

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

32. Draw a Tree

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

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

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

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

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

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

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

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

How do I conclude a problem-solving process?

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

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

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

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

33. One Breath Feedback

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

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

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

34. Who What When Matrix 

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

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

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

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

35. Response cards

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

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

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

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

Save time and effort discovering the right solutions

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

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

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

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

Over to you

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

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

thank you very much for these excellent techniques

Certainly wonderful article, very detailed. Shared!

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Table of Contents

The problem-solving process, how to solve problems: 5 steps, train to solve problems with lean today, what is problem solving steps, techniques, & best practices explained.

Problem solving is the art of identifying problems and implementing the best possible solutions. Revisiting your problem-solving skills may be the missing piece to leveraging the performance of your business, achieving Lean success, or unlocking your professional potential. 

Ask any colleague if they’re an effective problem-solver and their likely answer will be, “Of course! I solve problems every day.” 

Problem solving is part of most job descriptions, sure. But not everyone can do it consistently. 

Problem solving is the process of defining a problem, identifying its root cause, prioritizing and selecting potential solutions, and implementing the chosen solution.

There’s no one-size-fits-all problem-solving process. Often, it’s a unique methodology that aligns your short- and long-term objectives with the resources at your disposal. Nonetheless, many paradigms center problem solving as a pathway for achieving one’s goals faster and smarter. 

One example is the Six Sigma framework , which emphasizes eliminating errors and refining the customer experience, thereby improving business outcomes. Developed originally by Motorola, the Six Sigma process identifies problems from the perspective of customer satisfaction and improving product delivery. 

Lean management, a similar method, is about streamlining company processes over time so they become “leaner” while producing better outcomes. 

Trendy business management lingo aside, both of these frameworks teach us that investing in your problem solving process for personal and professional arenas will bring better productivity.

1. Precisely Identify Problems

As obvious as it seems, identifying the problem is the first step in the problem-solving process. Pinpointing a problem at the beginning of the process will guide your research, collaboration, and solutions in the right direction. 

At this stage, your task is to identify the scope and substance of the problem. Ask yourself a series of questions: 

• What’s the problem? 
• How many subsets of issues are underneath this problem? 
• What subject areas, departments of work, or functions of business can best define this problem? 

Although some problems are naturally large in scope, precision is key. Write out the problems as statements in planning sheets . Should information or feedback during a later step alter the scope of your problem, revise the statements. 

Framing the problem at this stage will help you stay focused if distractions come up in later stages. Furthermore, how you frame a problem will aid your search for a solution. A strategy of building Lean success, for instance, will emphasize identifying and improving upon inefficient systems. 

2. Collect Information and Plan 

The second step is to collect information and plan the brainstorming process. This is another foundational step to road mapping your problem-solving process. Data, after all, is useful in identifying the scope and substance of your problems. 

Collecting information on the exact details of the problem, however, is done to narrow the brainstorming portion to help you evaluate the outcomes later. Don’t overwhelm yourself with unnecessary information — use the problem statements that you identified in step one as a north star in your research process. 

This stage should also include some planning. Ask yourself:

• What parties will ultimately decide a solution? 
• Whose voices and ideas should be heard in the brainstorming process? 
• What resources are at your disposal for implementing a solution? 

Establish a plan and timeline for steps 3-5. 

3. Brainstorm Solutions

Brainstorming solutions is the bread and butter of the problem-solving process. At this stage, focus on generating creative ideas. As long as the solution directly addresses the problem statements and achieves your goals, don’t immediately rule it out. 

Moreover, solutions are rarely a one-step answer and are more like a roadmap with a set of actions. As you brainstorm ideas, map out these solutions visually and include any relevant factors such as costs involved, action steps, and involved parties. 

With Lean success in mind, stay focused on solutions that minimize waste and improve the flow of business ecosystems. 

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4. Decide and Implement

The most critical stage is selecting a solution. Easier said than done. Consider the criteria that has arisen in previous steps as you decide on a solution that meets your needs. 

Once you select a course of action, implement it. 

Practicing due diligence in earlier stages of the process will ensure that your chosen course of action has been evaluated from all angles. Often, efficient implementation requires us to act correctly and successfully the first time, rather than being hurried and sloppy. Further compilations will create more problems, bringing you back to step 1. 

5. Evaluate

Exercise humility and evaluate your solution honestly. Did you achieve the results you hoped for? What would you do differently next time? 

As some experts note, formulating feedback channels into your evaluation helps solidify future success. A framework like Lean success, for example, will use certain key performance indicators (KPIs) like quality, delivery success, reducing errors, and more. Establish metrics aligned with company goals to assess your solutions.

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Collaborative Robotics is prioritizing ‘human problem solving’ over humanoid forms

Humanoids have sucked a lot of the air out of the room. It is, after all, a lot easier to generate press for robots that look and move like humans. Ultimately, however, both the efficacy and scalability of such designs have yet to be proven out. For a while now, Collaborative Robotics founder Brad Porter has eschewed robots that look like people. Machines that can potentially reason like people, however, is another thing entirely.

As the two-year-old startup’s name implies, Collaborative Robotics (Cobot for short) is interested in the ways in which humans and robots will collaborate, moving forward. The company has yet to unveil its system, though last year, Porter told me that the “novel cobot” system is neither humanoid nor a mobile manipulator mounted to the back of an autonomous mobile robot (AMR).

The system has, however, begun to be deployed in select sites.

“Getting our first robots in the field earlier this year, coupled with today’s investment, are major milestones as we bring cobots with human-level capability into the industries of today,” Porter says. “We see a virtuous cycle where more robots in the field lead to improved AI and a more cost-effective supply chain.”

Further deployment will be helped along by a fresh $100 million Series B, led by General Catalyst and featuring Bison Ventures, Industry Ventures and Lux Capital. That brings the Bay Area firm’s total funding up to $140 million. General Catalyst’s Teresa Carlson is also joining the company in an advisory role.

Cobot has the pedigree, as well, with staff that includes former Apple, Meta, Google, Microsoft, NASA and Waymo employees. Porter himself spent more than 13 years at Amazon. When his run with the company ended in summer 2020, he was leading the retail giant’s industrial robotics team.

Amazon became one of the world’s top drivers and consumer of industrial robotics during that time, and the company’s now ubiquitous AMRs stand as a testament to the efficiency of pairing human and robot workers together.

AI will, naturally, be foundational to the company’s promise of “human problem solving,” while the move away from the humanoid form factor is a bid, in part, to reduce the cost of entry for deploying these systems.

1 hr 14 min

Beyond Design: MORGAN RAPP on Solving Problems & Scaling Business whilst Prioritizing Family‪.‬ BRAND Conversations

In today's episode of Brand Conversations, Amy speaks with Morgan Rapp. The designer, turned entrepreneur who scaled her business to 500k, all whilst raising 5 babies. This conversation is BIG juicy, and brimming with valuable insights. Becoming an Entrepreneur, The Impact of Decreased Capacity, Ideal clients & solving problems, scaling business whilst prioritizing family, and SO much more. Find Morgan here: https://morganrapp.com/ – This podcast is created & produced on Darkinjung Land. Hosted & Produced by Amy Pearson from SUN MOTHER STUDIO. Original Music by J. Dale Pearson www.sunmotherstudio.com Find Amy on Instagram

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