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What Are Heuristics?

These mental shortcuts can help people make decisions more efficiently

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

Steven Gans, MD is board-certified in psychiatry and is an active supervisor, teacher, and mentor at Massachusetts General Hospital.

Verywell / Cindy Chung 

• History and Origins
• Heuristics vs. Algorithms
• Heuristics and Bias

How to Make Better Decisions

Heuristics are mental shortcuts that allow people to solve problems and make judgments quickly and efficiently. These rule-of-thumb strategies shorten decision-making time and allow people to function without constantly stopping to think about their next course of action.

However, there are both benefits and drawbacks of heuristics. While heuristics are helpful in many situations, they can also lead to  cognitive biases . Becoming aware of this might help you make better and more accurate decisions.

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The History and Origins of Heuristics

Nobel-prize winning economist and cognitive psychologist Herbert Simon originally introduced the concept of heuristics in psychology in the 1950s. He suggested that while people strive to make rational choices, human judgment is subject to cognitive limitations. Purely rational decisions would involve weighing all the potential costs and possible benefits of every alternative.

But people are limited by the amount of time they have to make a choice as well as the amount of information they have at their disposal. Other factors such as overall intelligence and accuracy of perceptions also influence the decision-making process.

During the 1970s, psychologists Amos Tversky and Daniel Kahneman presented their research on cognitive biases. They proposed that these biases influence how people think and the judgments people make.

As a result of these limitations, we are forced to rely on mental shortcuts to help us make sense of the world. Simon's research demonstrated that humans were limited in their ability to make rational decisions, but it was Tversky and Kahneman's work that introduced the study of heuristics and the specific ways of thinking that people rely on to simplify the decision-making process.

How Heuristics Are Used

Heuristics play important roles in both  problem-solving  and  decision-making , as we often turn to these mental shortcuts when we need a quick solution.

Here are a few different theories from psychologists about why we rely on heuristics.

• Attribute substitution : People substitute simpler but related questions in place of more complex and difficult questions.
• Effort reduction : People use heuristics as a type of cognitive laziness to reduce the mental effort required to make choices and decisions.
• Fast and frugal : People use heuristics because they can be fast and correct in certain contexts. Some theories argue that heuristics are actually more accurate than they are biased.

In order to cope with the tremendous amount of information we encounter and to speed up the decision-making process, our brains rely on these mental strategies to simplify things so we don't have to spend endless amounts of time analyzing every detail.

You probably make hundreds or even thousands of decisions every day. What should you have for breakfast? What should you wear today? Should you drive or take the bus? Fortunately, heuristics allow you to make such decisions with relative ease and without a great deal of agonizing.

There are many heuristics examples in everyday life. When trying to decide if you should drive or ride the bus to work, for instance, you might remember that there is road construction along the bus route. You realize that this might slow the bus and cause you to be late for work. So you leave earlier and drive to work on an alternate route.

Heuristics allow you to think through the possible outcomes quickly and arrive at a solution.

Are Heuristics Good or Bad?

Heuristics aren't inherently good or bad, but there are pros and cons to using them to make decisions. While they can help us figure out a solution to a problem faster, they can also lead to inaccurate judgments about other people or situations.

Types of Heuristics

There are many different kinds of heuristics. While each type plays a role in decision-making, they occur during different contexts. Understanding the types can help you better understand which one you are using and when.

Availability

The availability heuristic  involves making decisions based upon how easy it is to bring something to mind. When you are trying to make a decision, you might quickly remember a number of relevant examples. Since these are more readily available in your memory, you will likely judge these outcomes as being more common or frequently occurring.

For example, if you are thinking of flying and suddenly think of a number of recent airline accidents, you might feel like air travel is too dangerous and decide to travel by car instead. Because those examples of air disasters came to mind so easily, the availability heuristic leads you to think that plane crashes are more common than they really are.

Familiarity

The familiarity heuristic refers to how people tend to have more favorable opinions of things, people, or places they've experienced before as opposed to new ones. In fact, given two options, people may choose something they're more familiar with even if the new option provides more benefits.

Representativeness

The representativeness heuristic  involves making a decision by comparing the present situation to the most representative mental prototype. When you are trying to decide if someone is trustworthy, you might compare aspects of the individual to other mental examples you hold.

A soft-spoken older woman might remind you of your grandmother, so you might immediately assume that she is kind, gentle, and trustworthy. However, this is an example of a heuristic bias, as you can't know someone trustworthy based on their age alone.

The affect heuristic involves making choices that are influenced by the emotions that an individual is experiencing at that moment. For example, research has shown that people are more likely to see decisions as having benefits and lower risks when they are in a positive mood. Negative emotions, on the other hand, lead people to focus on the potential downsides of a decision rather than the possible benefits.

The anchoring bias involves the tendency to be overly influenced by the first bit of information we hear or learn. This can make it more difficult to consider other factors and lead to poor choices. For example, anchoring bias can influence how much you are willing to pay for something, causing you to jump at the first offer without shopping around for a better deal.

Scarcity is a principle in heuristics in which we view things that are scarce or less available to us as inherently more valuable. The scarcity heuristic is one often used by marketers to influence people to buy certain products. This is why you'll often see signs that advertise "limited time only" or that tell you to "get yours while supplies last."

Trial and Error

Trial and error is another type of heuristic in which people use a number of different strategies to solve something until they find what works. Examples of this type of heuristic are evident in everyday life. People use trial and error when they're playing video games, finding the fastest driving route to work, and learning to ride a bike (or learning any new skill).

Difference Between Heuristics and Algorithms

Though the terms are often confused, heuristics and algorithms are two distinct terms in psychology.

Algorithms are step-by-step instructions that lead to predictable, reliable outcomes; whereas heuristics are mental shortcuts that are basically best guesses. Algorithms always lead to accurate outcomes, whereas, heuristics do not.

Examples of algorithms include instructions for how to put together a piece of furniture or a recipe for cooking a certain dish. Health professionals also create algorithms or processes to follow in order to determine what type of treatment to use on a patient.

How Heuristics Can Lead to Bias

While heuristics can help us solve problems and speed up our decision-making process, they can introduce errors. As in the examples above, heuristics can lead to inaccurate judgments about how commonly things occur and about how representative certain things may be.

Just because something has worked in the past does not mean that it will work again, and relying on a heuristic can make it difficult to see alternative solutions or come up with new ideas.

Heuristics can also contribute to stereotypes and  prejudice . Because people use mental shortcuts to classify and categorize people, they often overlook more relevant information and create stereotyped categorizations that are not in tune with reality.

While heuristics can be a useful tool, there are ways you can improve your decision-making and avoid cognitive bias at the same time.

We are more likely to make an error in judgment if we are trying to make a decision quickly or are under pressure to do so. Whenever possible, take a few deep breaths . Do something to distract yourself from the decision at hand. When you return to it, you may find you have a fresh perspective, or notice something you didn't before.

Identify the Goal

We tend to focus automatically on what works for us and make decisions that serve our best interest. But take a moment to know what you're trying to achieve. Are there other people who will be affected by this decision? What's best for them? Is there a common goal that can be achieved that will serve all parties?

Process Your Emotions

Fast decision-making is often influenced by emotions from past experiences that bubble to the surface. Is your decision based on facts or emotions? While emotions can be helpful, they may affect decisions in a negative way if they prevent us from seeing the full picture.

Recognize All-or-Nothing Thinking

When making a decision, it's a common tendency to believe you have to pick a single, well-defined path, and there's no going back. In reality, this often isn't the case.

Sometimes there are compromises involving two choices, or a third or fourth option that we didn't even think of at first. Try to recognize the nuances and possibilities of all choices involved, instead of using all-or-nothing thinking .

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Shah AK, Oppenheimer DM. Heuristics made easy: An effort-reduction framework . Psychol Bull. 2008;134(2):207-22. doi:10.1037/0033-2909.134.2.207

Marewski JN, Gigerenzer G. Heuristic decision making in medicine .  Dialogues Clin Neurosci . 2012;14(1):77–89. PMID: 22577307

Schwikert SR, Curran T. Familiarity and recollection in heuristic decision making .  J Exp Psychol Gen . 2014;143(6):2341-2365. doi:10.1037/xge0000024

Finucane M, Alhakami A, Slovic P, Johnson S. The affect heuristic in judgments of risks and benefits . J Behav Decis Mak . 2000; 13(1):1-17. doi:10.1002/(SICI)1099-0771(200001/03)13:1<1::AID-BDM333>3.0.CO;2-S

Cheung TT, Kroese FM, Fennis BM, De Ridder DT. Put a limit on it: The protective effects of scarcity heuristics when self-control is low . Health Psychol Open . 2015;2(2):2055102915615046. doi:10.1177/2055102915615046

Mohr H, Zwosta K, Markovic D, Bitzer S, Wolfensteller U, Ruge H. Deterministic response strategies in a trial-and-error learning task . Inman C, ed. PLoS Comput Biol. 2018;14(11):e1006621. doi:10.1371/journal.pcbi.1006621

Lang JM, Ford JD, Fitzgerald MM.  An algorithm for determining use of trauma-focused cognitive-behavioral therapy .  Psychotherapy   (Chic) . 2010;47(4):554-69. doi:10.1037/a0021184

Bigler RS, Clark C. The inherence heuristic: A key theoretical addition to understanding social stereotyping and prejudice. Behav Brain Sci . 2014;37(5):483-4. doi:10.1017/S0140525X1300366X

del Campo C, Pauser S, Steiner E, et al.  Decision making styles and the use of heuristics in decision making .  J Bus Econ.  2016;86:389–412. doi:10.1007/s11573-016-0811-y

Marewski JN, Gigerenzer G. Heuristic decision making in medicine .  Dialogues Clin Neurosci . 2012;14(1):77-89. doi:10.31887/DCNS.2012.14.1/jmarewski

Zheng Y, Yang Z, Jin C, Qi Y, Liu X. The influence of emotion on fairness-related decision making: A critical review of theories and evidence .  Front Psychol . 2017;8:1592. doi:10.3389/fpsyg.2017.01592

Bazerman MH. Judgment and decision making. In: Biswas-Diener R, Diener E, eds.,  Noba Textbook Series: Psychology.  DEF Publishers.

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

Heuristics: Definition, Examples, And How They Work

Benjamin Frimodig

Science Expert

B.A., History and Science, Harvard University

Ben Frimodig is a 2021 graduate of Harvard College, where he studied the History of Science.

Learn about our Editorial Process

Saul Mcleod, PhD

Editor-in-Chief for Simply Psychology

BSc (Hons) Psychology, MRes, PhD, University of Manchester

Saul Mcleod, PhD., is a qualified psychology teacher with over 18 years of experience in further and higher education. He has been published in peer-reviewed journals, including the Journal of Clinical Psychology.

On This Page:

Every day our brains must process and respond to thousands of problems, both large and small, at a moment’s notice. It might even be overwhelming to consider the sheer volume of complex problems we regularly face in need of a quick solution.

While one might wish there was time to methodically and thoughtfully evaluate the fine details of our everyday tasks, the cognitive demands of daily life often make such processing logistically impossible.

Therefore, the brain must develop reliable shortcuts to keep up with the stimulus-rich environments we inhabit. Psychologists refer to these efficient problem-solving techniques as heuristics.

Heuristics can be thought of as general cognitive frameworks humans rely on regularly to reach a solution quickly.

For example, if a student needs to decide what subject she will study at university, her intuition will likely be drawn toward the path that she envisions as most satisfying, practical, and interesting.

She may also think back on her strengths and weaknesses in secondary school or perhaps even write out a pros and cons list to facilitate her choice.

It’s important to note that these heuristics broadly apply to everyday problems, produce sound solutions, and helps simplify otherwise complicated mental tasks. These are the three defining features of a heuristic.

While the concept of heuristics dates back to Ancient Greece (the term is derived from the Greek word for “to discover”), most of the information known today on the subject comes from prominent twentieth-century social scientists.

Herbert Simon’s study of a notion he called “bounded rationality” focused on decision-making under restrictive cognitive conditions, such as limited time and information.

This concept of optimizing an inherently imperfect analysis frames the contemporary study of heuristics and leads many to credit Simon as a foundational figure in the field.

Kahneman’s Theory of Decision Making

The immense contributions of psychologist Daniel Kahneman to our understanding of cognitive problem-solving deserve special attention.

As context for his theory, Kahneman put forward the estimate that an individual makes around 35,000 decisions each day! To reach these resolutions, the mind relies on either “fast” or “slow” thinking.

The fast thinking pathway (system 1) operates mostly unconsciously and aims to reach reliable decisions with as minimal cognitive strain as possible.

While system 1 relies on broad observations and quick evaluative techniques (heuristics!), system 2 (slow thinking) requires conscious, continuous attention to carefully assess the details of a given problem and logically reach a solution.

Given the sheer volume of daily decisions, it’s no surprise that around 98% of problem-solving uses system 1.

Thus, it is crucial that the human mind develops a toolbox of effective, efficient heuristics to support this fast-thinking pathway.

Heuristics vs. Algorithms

Those who’ve studied the psychology of decision-making might notice similarities between heuristics and algorithms. However, remember that these are two distinct modes of cognition.

Heuristics are methods or strategies which often lead to problem solutions but are not guaranteed to succeed.

They can be distinguished from algorithms, which are methods or procedures that will always produce a solution sooner or later.

An algorithm is a step-by-step procedure that can be reliably used to solve a specific problem. While the concept of an algorithm is most commonly used in reference to technology and mathematics, our brains rely on algorithms every day to resolve issues (Kahneman, 2011).

The important thing to remember is that algorithms are a set of mental instructions unique to specific situations, while heuristics are general rules of thumb that can help the mind process and overcome various obstacles.

For example, if you are thoughtfully reading every line of this article, you are using an algorithm.

On the other hand, if you are quickly skimming each section for important information or perhaps focusing only on sections you don’t already understand, you are using a heuristic!

Why Heuristics Are Used

Heuristics usually occurs when one of five conditions is met (Pratkanis, 1989):

• When one is faced with too much information
• When the time to make a decision is limited
• When the decision to be made is unimportant
• When there is access to very little information to use in making the decision
• When an appropriate heuristic happens to come to mind at the same moment

When studying heuristics, keep in mind both the benefits and unavoidable drawbacks of their application. The ubiquity of these techniques in human society makes such weaknesses especially worthy of evaluation.

More specifically, in expediting decision-making processes, heuristics also predispose us to a number of cognitive biases .

A cognitive bias is an incorrect but pervasive judgment derived from an illogical pattern of cognition. In simple terms, a cognitive bias occurs when one internalizes a subjective perception as a reliable and objective truth.

Heuristics are reliable but imperfect; In the application of broad decision-making “shortcuts” to guide one’s response to specific situations, occasional errors are both inevitable and have the potential to catalyze persistent mistakes.

For example, consider the risks of faulty applications of the representative heuristic discussed above. While the technique encourages one to assign situations into broad categories based on superficial characteristics and one’s past experiences for the sake of cognitive expediency, such thinking is also the basis of stereotypes and discrimination.

In practice, these errors result in the disproportionate favoring of one group and/or the oppression of other groups within a given society.

Indeed, the most impactful research relating to heuristics often centers on the connection between them and systematic discrimination.

The tradeoff between thoughtful rationality and cognitive efficiency encompasses both the benefits and pitfalls of heuristics and represents a foundational concept in psychological research.

When learning about heuristics, keep in mind their relevance to all areas of human interaction. After all, the study of social psychology is intrinsically interdisciplinary.

Many of the most important studies on heuristics relate to flawed decision-making processes in high-stakes fields like law, medicine, and politics.

Researchers often draw on a distinct set of already established heuristics in their analysis. While dozens of unique heuristics have been observed, brief descriptions of those most central to the field are included below:

Availability Heuristic

The availability heuristic describes the tendency to make choices based on information that comes to mind readily.

For example, children of divorced parents are more likely to have pessimistic views towards marriage as adults.

Of important note, this heuristic can also involve assigning more importance to more recently learned information, largely due to the easier recall of such information.

Representativeness Heuristic

This technique allows one to quickly assign probabilities to and predict the outcome of new scenarios using psychological prototypes derived from past experiences.

For example, juries are less likely to convict individuals who are well-groomed and wearing formal attire (under the assumption that stylish, well-kempt individuals typically do not commit crimes).

This is one of the most studied heuristics by social psychologists for its relevance to the development of stereotypes.

Scarcity Heuristic

This method of decision-making is predicated on the perception of less abundant, rarer items as inherently more valuable than more abundant items.

We rely on the scarcity heuristic when we must make a fast selection with incomplete information. For example, a student deciding between two universities may be drawn toward the option with the lower acceptance rate, assuming that this exclusivity indicates a more desirable experience.

The concept of scarcity is central to behavioral economists’ study of consumer behavior (a field that evaluates economics through the lens of human psychology).

Trial and Error

This is the most basic and perhaps frequently cited heuristic. Trial and error can be used to solve a problem that possesses a discrete number of possible solutions and involves simply attempting each possible option until the correct solution is identified.

For example, if an individual was putting together a jigsaw puzzle, he or she would try multiple pieces until locating a proper fit.

This technique is commonly taught in introductory psychology courses due to its simple representation of the central purpose of heuristics: the use of reliable problem-solving frameworks to reduce cognitive load.

Anchoring and Adjustment Heuristic

Anchoring refers to the tendency to formulate expectations relating to new scenarios relative to an already ingrained piece of information.

Put simply, this anchoring one to form reasonable estimations around uncertainties. For example, if asked to estimate the number of days in a year on Mars, many people would first call to mind the fact the Earth’s year is 365 days (the “anchor”) and adjust accordingly.

This tendency can also help explain the observation that ingrained information often hinders the learning of new information, a concept known as retroactive inhibition.

Familiarity Heuristic

This technique can be used to guide actions in cognitively demanding situations by simply reverting to previous behaviors successfully utilized under similar circumstances.

The familiarity heuristic is most useful in unfamiliar, stressful environments.

For example, a job seeker might recall behavioral standards in other high-stakes situations from her past (perhaps an important presentation at university) to guide her behavior in a job interview.

Many psychologists interpret this technique as a slightly more specific variation of the availability heuristic.

How to Make Better Decisions

Heuristics are ingrained cognitive processes utilized by all humans and can lead to various biases.

Both of these statements are established facts. However, this does not mean that the biases that heuristics produce are unavoidable. As the wide-ranging impacts of such biases on societal institutions have become a popular research topic, psychologists have emphasized techniques for reaching more sound, thoughtful and fair decisions in our daily lives.

Ironically, many of these techniques are themselves heuristics!

To focus on the key details of a given problem, one might create a mental list of explicit goals and values. To clearly identify the impacts of choice, one should imagine its impacts one year in the future and from the perspective of all parties involved.

Most importantly, one must gain a mindful understanding of the problem-solving techniques used by our minds and the common mistakes that result. Mindfulness of these flawed yet persistent pathways allows one to quickly identify and remedy the biases (or otherwise flawed thinking) they tend to create!

Further Information

• Shah, A. K., & Oppenheimer, D. M. (2008). Heuristics made easy: an effort-reduction framework. Psychological bulletin, 134(2), 207.
• Marewski, J. N., & Gigerenzer, G. (2012). Heuristic decision making in medicine. Dialogues in clinical neuroscience, 14(1), 77.
• Del Campo, C., Pauser, S., Steiner, E., & Vetschera, R. (2016). Decision making styles and the use of heuristics in decision making. Journal of Business Economics, 86(4), 389-412.

What is a heuristic in psychology?

A heuristic in psychology is a mental shortcut or rule of thumb that simplifies decision-making and problem-solving. Heuristics often speed up the process of finding a satisfactory solution, but they can also lead to cognitive biases.

Bobadilla-Suarez, S., & Love, B. C. (2017, May 29). Fast or Frugal, but Not Both: Decision Heuristics Under Time Pressure. Journal of Experimental Psychology: Learning, Memory, and Cognition .

Bowes, S. M., Ammirati, R. J., Costello, T. H., Basterfield, C., & Lilienfeld, S. O. (2020). Cognitive biases, heuristics, and logical fallacies in clinical practice: A brief field guide for practicing clinicians and supervisors. Professional Psychology: Research and Practice, 51 (5), 435–445.

Dietrich, C. (2010). “Decision Making: Factors that Influence Decision Making, Heuristics Used, and Decision Outcomes.” Inquiries Journal/Student Pulse, 2(02).

Groenewegen, A. (2021, September 1). Kahneman Fast and slow thinking: System 1 and 2 explained by Sue. SUE Behavioral Design. Retrieved March 26, 2022, from https://suebehaviouraldesign.com/kahneman-fast-slow-thinking/

Kahneman, D., Lovallo, D., & Sibony, O. (2011). Before you make that big decision .

Kahneman, D. (2011). Thinking, fast and slow . Macmillan.

Pratkanis, A. (1989). The cognitive representation of attitudes. In A. R. Pratkanis, S. J. Breckler, & A. G. Greenwald (Eds.), Attitude structure and function (pp. 71–98). Hillsdale, NJ: Erlbaum.

Simon, H.A., 1956. Rational choice and the structure of the environment. Psychological Review .

Tversky, A., & Kahneman, D. (1974). Judgment under Uncertainty: Heuristics and Biases. Science, 185 (4157), 1124–1131.

Heuristic Problem Solving: A comprehensive guide with 5 Examples

What are heuristics, advantages of using heuristic problem solving, disadvantages of using heuristic problem solving, heuristic problem solving examples, frequently asked questions.

• Speed: Heuristics are designed to find solutions quickly, saving time in problem solving tasks. Rather than spending a lot of time analyzing every possible solution, heuristics help to narrow down the options and focus on the most promising ones.
• Flexibility: Heuristics are not rigid, step-by-step procedures. They allow for flexibility and creativity in problem solving, leading to innovative solutions. They encourage thinking outside the box and can generate unexpected and valuable ideas.
• Simplicity: Heuristics are often easy to understand and apply, making them accessible to anyone regardless of their expertise or background. They don’t require specialized knowledge or training, which means they can be used in various contexts and by different people.
• Cost-effective: Because heuristics are simple and efficient, they can save time, money, and effort in finding solutions. They also don’t require expensive software or equipment, making them a cost-effective approach to problem solving.
• Real-world applicability: Heuristics are often based on practical experience and knowledge, making them relevant to real-world situations. They can help solve complex, messy, or ill-defined problems where other problem solving methods may not be practical.
• Potential for errors: Heuristic problem solving relies on generalizations and assumptions, which may lead to errors or incorrect conclusions. This is especially true if the heuristic is not based on a solid understanding of the problem or the underlying principles.
• Limited scope: Heuristic problem solving may only consider a limited number of potential solutions and may not identify the most optimal or effective solution.
• Lack of creativity: Heuristic problem solving may rely on pre-existing solutions or approaches, limiting creativity and innovation in problem-solving.
• Over-reliance: Heuristic problem solving may lead to over-reliance on a specific approach or heuristic, which can be problematic if the heuristic is flawed or ineffective.
• Lack of transparency: Heuristic problem solving may not be transparent or explainable, as the decision-making process may not be explicitly articulated or understood.
• Trial and error: This heuristic involves trying different solutions to a problem and learning from mistakes until a successful solution is found. A software developer encountering a bug in their code may try other solutions and test each one until they find the one that solves the issue.
• Working backward: This heuristic involves starting at the goal and then figuring out what steps are needed to reach that goal. For example, a project manager may begin by setting a project deadline and then work backward to determine the necessary steps and deadlines for each team member to ensure the project is completed on time.
• Breaking a problem into smaller parts: This heuristic involves breaking down a complex problem into smaller, more manageable pieces that can be tackled individually. For example, an HR manager tasked with implementing a new employee benefits program may break the project into smaller parts, such as researching options, getting quotes from vendors, and communicating the unique benefits to employees.
• Using analogies: This heuristic involves finding similarities between a current problem and a similar problem that has been solved before and using the solution to the previous issue to help solve the current one. For example, a salesperson struggling to close a deal may use an analogy to a successful sales pitch they made to help guide their approach to the current pitch.
• Simplifying the problem: This heuristic involves simplifying a complex problem by ignoring details that are not necessary for solving it. This allows the problem solver to focus on the most critical aspects of the problem. For example, a customer service representative dealing with a complex issue may simplify it by breaking it down into smaller components and addressing them individually rather than simultaneously trying to solve the entire problem.

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Some Helpful Problem-Solving Heuristics

A  heuristic  is a thinking strategy, something that can be used to tease out further information about a problem and thus help you figure out what to do when you don’t know what to do. Here are 25 heuristics that can be useful in solving problems. They help you monitor your thought processes, to step back and watch yourself at work, and thus keep your cool in a challenging situation.

• Ask somebody else  how to do the problem. This strategy is probably the most used world-wide, though it is not one we encourage our students to use, at least not initially.
• Guess and try  (guess, check, and revise). Your first guess might be right! But incorrect guesses can often suggest a direction toward a solution. (N.B. A spreadsheet is a powerful aid in guessing and trying. Set up the relationships and plug in a number to see if you get what you want. If you don’t, it is easy to try another number. And another.)
• Restate the problem  using words that make sense to you. One way to do this is to explain the problem to someone else. Often this is all it takes for the light to dawn.
• Organize information  into a table or chart. Having it laid out clearly in front of you frees up your mind for thinking. And perhaps you can use the organized data to generate more information.
• Draw a picture  of the problem. Translate problem information into pictures, diagrams, sketches, glyphs, arrows, or some other kind of representation.
• Make a model  of the problem. The model might be a physical or mental model, perhaps using a computer. You might vary the problem information to see whether and how the model may be affected.
• Look for patterns , any kind of patterns: number patterns, verbal patterns, spatial/visual patterns, patterns in time, patterns in sound. (Some people define mathematics as the science of patterns.)
• Act out the problem , if it is stated in a narrative form. Acting it out can have the same effect as drawing a picture. What’s more, acting out the problem might disclose incorrect assumptions you are making.
• Invent notation . Name things in the problem (known or unknown) using words or symbols, including relationships between problem components.
• Write equations . An equation is simply the same thing named two different ways.
• Check all possibilities  in a systematic way. A table or chart may help you to be systematic.
• Work backwards  from the end condition to the beginning condition. Working backwards is particularly helpful when letting a variable (letter) represent an unknown.
• Identify subgoals  in the problem. Break up the problem into a sequence of smaller problems (“If I knew this, then I could get that”).
• Simplify the problem . Use easier or smaller numbers, or look at extreme cases (e.g., use the minimum or maximum value of one of the varying quantities).
• Restate the problem again . After working on the problem for a time, back off a bit and put it into your own words in still a different way, since now you know more about it.
• Change your point of view . Use your imagination to change the way you are looking at the problem. Turn it upside down, or pull it inside out.
• Check for hidden assumptions  you may be making (you might be making the problem harder than it really is). These assumptions are often found by changing the given numbers or conditions and looking to see what happens.
• Identify needed and given information clearly . You may not need to find everything you think you need to find, for instance.
• Make up your own technique . It is your mind, after all; use mental actions that make sense to you. The key is to do something that engages you with the problem.
• Try combinations of the above heuristics .

These heuristics can be readily pointed out to students as they engage problems in the classroom. However, real-world problems are often confronted many times over or on increasingly complex levels. For those kinds of problems, George Polya, the father of modern problem-solving heuristics, identified a fifth class (E) of looking-back heuristics. We include these here for completeness, but also with the teaching caveat that solutions often improve and insights grow deeper after the initial pressure to produce a solution has been resolved. Subsequent considerations of a problem situation are invariably deeper than the first attempt.

• Check your solution . Substitute your answer or results back into the problem. Are all of the conditions satisfied?
• Find another solution . There may be more than one answer. Make sure you have them all.
• Solve the problem a different way . Your first solution will seldom be the best solution. Now that the pressure is off, you may readily find other ways to solve the problem.
• Solve a related problem . Steve Brown and Marion Walter in their book,  The Art of Problem Posing , suggest the “What if not?” technique. What if the train goes at a different speed? What if there are 8 children, instead of 9? What if . . .? Fascinating discoveries can be made in this way, leading to:
• Generalize the solution . Can you glean from your solution how it can be made to fit a whole class of related situations? Can you prove your result?

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Heuristic Methods

Going back to basics.

By the Mind Tools Content Team

You've likely had computer problems in the past. We all have. But did you call up the IT department in a panic? Or did you use the tried-and-tested method of "turning it off and on again"?

This simple step is often all it takes to solve the problem. And it's much quicker and cheaper than sending a technician out to look at your computer every time you encounter a problem.

This is a prime example of a heuristic method at work. It's a simple, standard rule that we refer to when we're problem solving .

What Are Heuristic Methods?

Heuristics are most commonly referred to as "rules of thumb," a term thought to have been coined by Scottish preacher James Durham in his book, "Heaven Upon Earth," published in 1685. In it, Durham refers to "foolish builders, who build by guess, and by rule of thumb." [1]

This method of measurement has its origins in carpenters' ages-old habit of using the tip of their thumb to estimate an inch. (In fact, in Dutch (along with several other European languages), the word for thumb – "duim" – also means inch.)

Heuristic methods are reliable and convenient mental shortcuts that you can use to narrow down your options when you're faced with several different choices, to ease your cognitive load , or to solve problems.

Perhaps you're a hiring manager, and you decide to dismiss any résumés that contain spelling mistakes. Or maybe you're an office manager and you have to make an educated guess about the amount of stationery you need to order every month. In both instances, you are using an heuristic method to meet your objective.

However, it's also important to realize the limitations of heuristic methods. They are best used when the consequences of getting what you're doing wrong is relatively low. Certainly, you might use a heuristic method to help you to sift through a big pile of résumés, but when you make your final decision about who to recruit , greater deliberation and judgment will be needed.

Formalizing a Heuristic Method

Heuristic methods need to be formalized to be most useful to your organization as a whole. This raises them above the level of "gut instinct," and means that you can share them with your colleagues.

Whenever you find yourself calling on your experience to make a judgment, try to work out the rule of thumb that you used to find the solution. Find out what heuristics methods your team members employ as part of your use of explorative techniques such as Management By Walking Around and DILO (Day In the Life Of) . Identify whether any of the methods that you discover could be applied elsewhere within your organization, and if they should even be incorporated into its formal procedures and guidelines.

Heuristic methods can also play an important role in your problem-solving processes. The straw man technique, for example, is similar in approach to heuristics, and it is designed to help you to build on or refine a basic idea. Another approach is to adapt the solution to a different problem to fix yours. TRIZ is a powerful methodology for adopting just such an approach, and is a great source of reliable, experience-based problem-solving approaches.

Heuristics Checklists

It can be helpful to incorporate the heuristic methods that you have discovered into a checklist for newer employees. This way, they can learn from the tried-and-tested knowledge that has been accumulated by their more experienced colleagues.

Such checklists can also be used to refine your decision-making process. For example, in the food industry, the following heuristic checklist might help the product development team to decide whether it's worth test marketing a new pie:

• Does the pie look appetizing in its packaging?
• Can it be packaged so that it won't be damaged in transit?
• Can it be cooked in under 20 minutes, so that busy people will buy it?
• Does it have a shelf life of at least five days from manufacture to expiration date?

This type of list is based on previous product development processes, and on market research. Of course, there's no guarantee that a pie that meets all of these criteria will be successful. But the checklist can help the development team to make a quick "go/no-go" decision , before moving on to the next stage of product development.

The Disadvantages of Using Heuristics

Heuristics are best used when the benefits of making a quick decision outweigh the potential risk of oversimplifying the problem. Remember that heuristics are not about precision, but about having a rough idea of the problem. When you need a more precise answer, you'll need to use a more comprehensive tool. See our problem solving and decision making sections for more than 80 of these, which all focus on different situations.

Heuristic methods are also a great starting point when you or your team are brainstorming but, again, you'll likely need to follow a more detailed and formal procedure when you come to refine your ideas.

The temptation to use mental shortcuts to solve problems and make decisions can be great, particularly if we are under a lot of pressure or have heavy workloads. But cutting corners consistently can lead us to miss important solutions, mishandle problem resolution, and can make us prone to cognitive bias . (The TDODAR decision-making process can help you make good decisions in these situations.)

Instead of rushing to a conclusion that is based on an easy mental shortcut, assess whether the problem is high or low risk. If it is high risk, a more rigorous, knowledge-based approach will likely be needed.

Heuristics, or "rules of thumb," are problem-solving methods that are based on practical experience and knowledge. They allow you to use a "quick fix" to solve a minor problem or to narrow down options. They're also a great starting point for brainstorming or exploring new ideas.

However, remember to be aware of the limitations of heuristic methods. They shouldn't be applied in situations where inaccuracy carries a high degree of risk, or where the consequences of getting things wrong are significant.

[1] Durham, J. (1685). 'Heaven Upon Earth,' Edinburgh: Thomas Lumisden & John Robertson. Sermon ii, p235.

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8.2 Problem-Solving: Heuristics and Algorithms

Learning objectives.

• Describe the differences between heuristics and algorithms in information processing.

When faced with a problem to solve, should you go with intuition or with more measured, logical reasoning? Obviously, we use both of these approaches. Some of the decisions we make are rapid, emotional, and automatic. Daniel Kahneman (2011) calls this “fast” thinking. By definition, fast thinking saves time. For example, you may quickly decide to buy something because it is on sale; your fast brain has perceived a bargain, and you go for it quickly. On the other hand, “slow” thinking requires more effort; applying this in the same scenario might cause us not to buy the item because we have reasoned that we don’t really need it, that it is still too expensive, and so on. Using slow and fast thinking does not guarantee good decision-making if they are employed at the wrong time. Sometimes it is not clear which is called for, because many decisions have a level of uncertainty built into them. In this section, we will explore some of the applications of these tendencies to think fast or slow.

We will look further into our thought processes, more specifically, into some of the problem-solving strategies that we use. Heuristics are information-processing strategies that are useful in many cases but may lead to errors when misapplied. A heuristic is a principle with broad application, essentially an educated guess about something. We use heuristics all the time, for example, when deciding what groceries to buy from the supermarket, when looking for a library book, when choosing the best route to drive through town to avoid traffic congestion, and so on. Heuristics can be thought of as aids to decision making; they allow us to reach a solution without a lot of cognitive effort or time.

The benefit of heuristics in helping us reach decisions fairly easily is also the potential downfall: the solution provided by the use of heuristics is not necessarily the best one. Let’s consider some of the most frequently applied, and misapplied, heuristics in the table below.

In many cases, we base our judgments on information that seems to represent, or match, what we expect will happen, while ignoring other potentially more relevant statistical information. When we do so, we are using the representativeness heuristic . Consider, for instance, the data presented in the table below. Let’s say that you went to a hospital, and you checked the records of the babies that were born on that given day. Which pattern of births do you think you are most likely to find?

Most people think that list B is more likely, probably because list B looks more random, and matches — or is “representative of” — our ideas about randomness, but statisticians know that any pattern of four girls and four boys is mathematically equally likely. Whether a boy or girl is born first has no bearing on what sex will be born second; these are independent events, each with a 50:50 chance of being a boy or a girl. The problem is that we have a schema of what randomness should be like, which does not always match what is mathematically the case. Similarly, people who see a flipped coin come up “heads” five times in a row will frequently predict, and perhaps even wager money, that “tails” will be next. This behaviour is known as the gambler’s fallacy . Mathematically, the gambler’s fallacy is an error: the likelihood of any single coin flip being “tails” is always 50%, regardless of how many times it has come up “heads” in the past.

The representativeness heuristic may explain why we judge people on the basis of appearance. Suppose you meet your new next-door neighbour, who drives a loud motorcycle, has many tattoos, wears leather, and has long hair. Later, you try to guess their occupation. What comes to mind most readily? Are they a teacher? Insurance salesman? IT specialist? Librarian? Drug dealer? The representativeness heuristic will lead you to compare your neighbour to the prototypes you have for these occupations and choose the one that they seem to represent the best. Thus, your judgment is affected by how much your neibour seems to resemble each of these groups. Sometimes these judgments are accurate, but they often fail because they do not account for base rates , which is the actual frequency with which these groups exist. In this case, the group with the lowest base rate is probably drug dealer.

Our judgments can also be influenced by how easy it is to retrieve a memory. The tendency to make judgments of the frequency or likelihood that an event occurs on the basis of the ease with which it can be retrieved from memory is known as the availability heuristic (MacLeod & Campbell, 1992; Tversky & Kahneman, 1973). Imagine, for instance, that I asked you to indicate whether there are more words in the English language that begin with the letter “R” or that have the letter “R” as the third letter. You would probably answer this question by trying to think of words that have each of the characteristics, thinking of all the words you know that begin with “R” and all that have “R” in the third position. Because it is much easier to retrieve words by their first letter than by their third, we may incorrectly guess that there are more words that begin with “R,” even though there are in fact more words that have “R” as the third letter.

The availability heuristic may explain why we tend to overestimate the likelihood of crimes or disasters; those that are reported widely in the news are more readily imaginable, and therefore, we tend to overestimate how often they occur. Things that we find easy to imagine, or to remember from watching the news, are estimated to occur frequently. Anything that gets a lot of news coverage is easy to imagine. Availability bias does not just affect our thinking. It can change behaviour. For example, homicides are usually widely reported in the news, leading people to make inaccurate assumptions about the frequency of murder. In Canada, the murder rate has dropped steadily since the 1970s (Statistics Canada, 2018), but this information tends not to be reported, leading people to overestimate the probability of being affected by violent crime. In another example, doctors who recently treated patients suffering from a particular condition were more likely to diagnose the condition in subsequent patients because they overestimated the prevalence of the condition (Poses & Anthony, 1991).

The anchoring and adjustment heuristic is another example of how fast thinking can lead to a decision that might not be optimal. Anchoring and adjustment is easily seen when we are faced with buying something that does not have a fixed price. For example, if you are interested in a used car, and the asking price is $10,000, what price do you think you might offer? Using $10,000 as an anchor, you are likely to adjust your offer from there, and perhaps offer $9000 or $9500. Never mind that $10,000 may not be a reasonable anchoring price. Anchoring and adjustment does not just happen when we’re buying something. It can also be used in any situation that calls for judgment under uncertainty, such as sentencing decisions in criminal cases (Bennett, 2014), and it applies to groups as well as individuals (Rutledge, 1993).

In contrast to heuristics, which can be thought of as problem-solving strategies based on educated guesses, algorithms are problem-solving strategies that use rules. Algorithms are generally a logical set of steps that, if applied correctly, should be accurate. For example, you could make a cake using heuristics — relying on your previous baking experience and guessing at the number and amount of ingredients, baking time, and so on — or using an algorithm. The latter would require a recipe which would provide step-by-step instructions; the recipe is the algorithm. Unless you are an extremely accomplished baker, the algorithm should provide you with a better cake than using heuristics would. While heuristics offer a solution that might be correct, a correctly applied algorithm is guaranteed to provide a correct solution. Of course, not all problems can be solved by algorithms.

As with heuristics, the use of algorithmic processing interacts with behaviour and emotion. Understanding what strategy might provide the best solution requires knowledge and experience. As we will see in the next section, we are prone to a number of cognitive biases that persist despite knowledge and experience.

Key Takeaways

• We use a variety of shortcuts in our information processing, such as the representativeness, availability, and anchoring and adjustment heuristics. These help us to make fast judgments but may lead to errors.
• Algorithms are problem-solving strategies that are based on rules rather than guesses. Algorithms, if applied correctly, are far less likely to result in errors or incorrect solutions than heuristics. Algorithms are based on logic.

Bennett, M. W. (2014). Confronting cognitive ‘anchoring effect’ and ‘blind spot’ biases in federal sentencing: A modest solution for reforming and fundamental flaw. Journal of Criminal Law and Criminology , 104 (3), 489-534.

Kahneman, D. (2011). Thinking, fast and slow. New York, NY: Farrar, Straus and Giroux.

MacLeod, C., & Campbell, L. (1992). Memory accessibility and probability judgments: An experimental evaluation of the availability heuristic.  Journal of Personality and Social Psychology, 63 (6), 890–902.

Poses, R. M., & Anthony, M. (1991). Availability, wishful thinking, and physicians’ diagnostic judgments for patients with suspected bacteremia.  Medical Decision Making,  11 , 159-68.

Rutledge, R. W. (1993). The effects of group decisions and group-shifts on use of the anchoring and adjustment heuristic. Social Behavior and Personality, 21 (3), 215-226.

Statistics Canada. (2018). Ho micide in Canada, 2017 . Retrieved from https://www150.statcan.gc.ca/n1/en/daily-quotidien/181121/dq181121a-eng.pdf

Tversky, A., & Kahneman, D. (1973). Availability: A heuristic for judging frequency and probability.  Cognitive Psychology, 5 , 207–232.

Psychology - 1st Canadian Edition Copyright © 2020 by Sally Walters is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License , except where otherwise noted.

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Heuristic Method

Heuristic Method: this article explains the concept of the Heuristic Method , developed by George Pólya in a practical way. After reading it, you will understand the basics of this powerful Problem Solving tool.

What is the Heuristic Method?

A heuristic method is an approach to finding a solution to a problem that originates from the ancient Greek word ‘eurisko’, meaning to ‘find’, ‘search’ or ‘discover’. It is about using a practical method that doesn’t necessarily need to be perfect. Heuristic methods speed up the process of reaching a satisfactory solution.

Previous experiences with comparable problems are used that can concern problem situations for people, machines or abstract issues. One of the founders of heuristics is the Hungarian mathematician György (George) Pólya , who published a book about the subject in 1945 called ‘How to Solve It’. He used four principles that form the basis for problem solving.

Heuristic method: Four principles

Pólya describes the following four principles in his book:

• try to understand the problem
• make a plan
• carry out this plan
• evaluate and adapt

If this sequence doesn’t lead to the right solution, Pólya advises to first look for a simpler problem.

A solution may potentially be found by first looking at a similar problem that was possible to solve. With this experience, it’s possible to look at the current problem in another way.

First principle of the heuristic method: understand the problem

It’s more difficult than it seems, because it seems obvious. In truth, people are hindered when it comes to finding an initially suitable approach to the problem.

It can help to draw the problem and to look at it from another angle. What is the problem, what is happening, can the problem be explained in other words, is there enough information available, etc. Such questions can help with the first evaluation of a problem issue.

Second principle of the heuristic method: make a plan

There are many ways to solve problems. This section is about choosing the right strategy that best fits the problem at hand. The reversed ‘working backwards’ can help with this; people assume to have a solution and use this as a starting point to work towards the problem.

It can also be useful to make an overview of the possibilities, delete some of them immediately, work with comparisons, or to apply symmetry. Creativity comes into play here and will improve the ability to judge.

Third principle of the heuristic method: carry out the plan

Once a strategy has been chosen, the plan can quickly be implemented. However, it is important to pay attention to time and be patient, because the solution will not simply appear.

If the plan doesn’t go anywhere, the advice is to throw it overboard and find a new way.

Fourth principle of the heuristic method: evaluate and adapt

Take the time to carefully consider and reflect upon the work that’s already been done. The things that are going well should be maintained, those leading to a lesser solution, should be adjusted. Some things simply work, while others simply don’t.

There are many different heuristic methods, which Pólya also used. The most well-known heuristics are found below:

1. Dividing technique

The original problem is divided into smaller sub-problems that can be solved more easily. These sub-problems can be linked to each other and combined, which will eventually lead to the solving of the original problem.

2. Inductive method

This involves a problem that has already been solved, but is smaller than the original problem. Generalisation can be derived from the previously solved problem, which can help in solving the bigger, original problem.

3. Reduction method

Because problems are often larger than assumed and deal with different causes and factors, this method sets limits for the problem in advance. This reduces the leeway of the original problem, making it easier to solve.

4. Constructive method

This is about working on the problem step by step. The smallest solution is seen as a victory and from that point consecutive steps are taken. This way, the best choices keep being made, which will eventually lead to a successful end result.

5. Local search method

This is about the search for the most attainable solution to the problem. This solution is improved along the way. This method ends when improvement is no longer possible.

Exact solutions versus the heuristic method

The heuristic approach is a mathmatical method with which proof of a good solution to a problem is delivered. There is a large number of different problems that could use good solutions. When the processing speed is equally as important as the obtained solution, we speak of a heuristic method.

The Heuristic Method only tries to find a good, but not necessarily optimal, solution. This is what differentiates heuristics from exact solution methods, which are about finding the optimal solution to a problem. However, that’s very time consuming, which is why a heuristic method may prove preferable. This is much quicker and more flexible than an exact method, but does have to satisfy a number of criteria.

It’s Your Turn

What do you think? Is the Heuristic Method applicable in your personal or professional environment? Do you recognize the practical explanation or do you have more suggestions? What are your success factors for solving problems

Share your experience and knowledge in the comments box below.

More information

• Groner, R., Groner, M., & Bischof, W. F. (2014). Methods of heuristics . Routledge .
• Newell, A. (1983). The heuristic of George Polya and its relation to artificial intelligence . Methods of heuristics, 195-243.
• Polya, G. (2014, 1945). How to solve it: A new aspect of mathematical method . Princeton university press .

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Heuristics in Mathematics Education

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In this entry we examine Polya’s contribution to the role of heuristics in problem solving, in attempting to propose a model for enhancing students’ problem-solving skills in mathematics and its implications in the mathematics education.

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Research studies in the area of problem solving, a central issue in mathematics education during the past four decades, have placed a major focus on the role of heuristics and its impact on students’ abilities in problem solving. The groundwork for explorations in heuristics was established by the Hungarian Jewish mathematician George Polya in his famous book “ How to Solve It ” (1945) and was given a much more extended treatment in his Mathematical Discovery books (1962, 1965). In “ How to Solve It ,” Polya ( 1945 ) initiated the discussion on heuristics by tracing their study back to Pappus, one of the commentators of Euclid, and other great mathematicians and philosophers like Descartes and Leibniz, who attempted to build a...

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Begle EG (1979) Critical variables in mathematics education. MAA & NCTM, Washington, DC

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English L, Sriraman B (2010) Problem solving for the 21st century. In: Sriraman B, English L (eds) Theories of mathematics education: seeking new frontiers. Springer, Berlin, pp 263–290

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Home Blog Business Using Heuristic Problem-Solving Methods for Effective Decision-Making

Using Heuristic Problem-Solving Methods for Effective Decision-Making

Problem-solving capability and effective decision making are two of the most prized capabilities of any leader. However, one cannot expect these traits to be simply present by default in an individual, as both require extensive analysis of the root cause of issues and to know what to look for when anticipating a gain. In a previous article, we brought you  5 Problem-Solving Strategies to Become a Better Problem Solver . This time we have something that can help you dig deep to resolve problems, i.e. using heuristic problem-solving methods for effective decision-making.

What are Heuristics?

Heuristics are essentially problem-solving tools that can be used for solving non-routine and challenging problems. A heuristic method is a practical approach for a short-term goal, such as solving a problem. The approach might not be perfect but can help find a quick solution to help move towards a reasonable way to resolve a problem.

Example: A computer that is to be used for an event to allow presenters to play PowerPoint presentations via a projector malfunctions due to an operating system problem. In such a case a system administrator might quickly refresh the system using a backup to make it functional for the event. Once the event concludes the system administrator can run detailed diagnostic tests to see if there are any further underlying problems that need to be resolved.

In this example, restoring the system using a backup was a short-term solution to solve the immediate problem, i.e. to make the system functional for the event that was to start in a few hours. There are a number of heuristic methods that can lead to such a decision to resolve a problem. These are explained in more detail in the sections below.

Examples of Heuristic Methods Used for Challenging and Non-Routine Problems

Heuristic methods can help ease the cognitive load by making it easy to process decisions. These include various basic methods that aren’t rooted in any theory per se but rather rely on past experiences and common sense. Using heuristics one can, therefore, resolve challenging and non-routine problems. Let’s take a look at some examples.

A Rule of Thumb

This includes using a method based on practical experience. A rule of thumb can be applied to find a short-term solution to a problem to quickly resolve an issue during a situation where one might be pressed for time.

Example: In the case of the operating system failure mentioned earlier, we assume that the PC on which PowerPoint presentations are to be run by presenters during an event is getting stuck on the start screen. Considering that the event is about to start in 2 hours, it is not practical for the system administrator to reinstall the operating system and all associated applications, hotfixes and updates, as it might take several hours. Using a rule of thumb, he might try to use various tried and tested methods, such as trying to use a system restore point to restore the PC without deleting essential files or to use a backup to restore the PC to an earlier environment.

An Educated Guess

An educated guess or guess and check can help resolve a problem by using knowledge and experience. Based on your knowledge of a subject, you can make an educated guess to resolve a problem.

Example: In the example of the malfunctioning PC, the system administrator will have to make an educated guess regarding the best possible way to resolve the problem. The educated guess, in this case, can be to restore the system to a backup instead of using system restore, both of which might take a similar amount of time; however, the former is likely to work better as a quick fix based on past experience and knowledge of the system administrator.

Trial and Error

This is another heuristic method to problem-solving where one might try various things that are expected to work until a solution is achieved.

Example: The system administrator might try various techniques to fix the PC using trial and error. He might start with checking if the system is accessible in safe mode. And if so, does removing a newly installed software or update solve the problem? If he can’t access the system at all, he might proceed with restoring it from a backup. If that too fails, he might need to quickly opt for a wipe and load installation and only install PowerPoint to ensure that at least presenters can run presentations on the PC. In this case he can perform other required software installations after the event.

An Intuitive Judgment

Intuitive judgment does not result from a rational analysis of a situation or based on reasoning. It is more of a feeling one has which may or may not lead to the desired outcome. Sometimes, intuitive judgement can help resolve problems. Perhaps the most rational way to describe an intuition is that it is some type of calculation at the subconscious level, where you can’t put your finger on the reason why you think something might be the way it is.

Example: The system administrator might have a feeling that the PC is not working because the hard drive has failed. This might be an intuitive judgment without hard evidence. He might quickly replace the hard drive to resolve the problem. Later, after he runs diagnostics on the old hard drive, he might realize that it was indeed that hard drive that was faulty and trying to fix it would have been a waste of time. In this case, he might be able to solve a problem using intuitive judgment.

Stereotyping

A stereotype is an opinion which is judgmental rather than rational. Certain types of possessions for example create a stereotype of social status. A person who wears an expensive watch might be deemed rich, although he might simply have received it as a gift from someone, instead of being rich himself.

Example: A certain company might have developed a bad reputation of developing faulty hard drives. If the systems administrator sees the name of that company on the hard drive when opening the faulty PC, he might think that the hard drive is faulty based on stereotyping and decide to replace it.

Profiling is used to systematically analyze data to understand its dynamics. Profiling as a heuristic method for problem-solving might entail analyzing data to understand and resolve a problem or to look for patterns, just like a root cause analysis .

Example: To solve the issue of the faulty PC, a system administrator might look for similar patterns which might have led to the problem. He might search online for solutions via online forums to understand what might have caused the issue. He might also look at the information associated with recently installed software and updates to see if something conflicted with the operating system. During the profiling process, he might realize that software he installed yesterday before shutting down the PC is the cause of the problem, since similar issues have been reported by other users. He might try to remove the software using Safe Mode or by removing its files by running the computer from a bootable disc drive.

Common Sense

Common sense is the use of practical judgment to understand something. The use of common sense is also a heuristic method used for problem-solving.

Example: When dealing with a faulty PC the system administrator sees smoke coming out of the PC. In this case, it is common sense that a hardware component is faulty. He shuts down the PC, removes the power cord and investigates the issue further based on common sense. This is because keeping the system linked to a power socket amidst smoke emitting from the PC can only make things worse. It is common sense to turn off everything and take the necessary precautions to investigate the issue further.

How are Heuristic Methods Used in Decision-Making?

There are a number of formal and informal models of heuristics used for decision making. Let’s take a look at a few of the formal models of heuristics used for decision making.

Formal Models of Heuristics

Fast-and-frugal tree.

A fast-and-frugal tree is a classification or decision tree. It is a graphical form that helps make decisions. For example, a fast-and-frugal tree might help doctors determine if a patient should be sent to a regular ward or for an emergency procedure. fast-and-frugal trees are methods for making decisions based on hierarchical models, where one has to make a decision based on little information.

Fluency Heuristic

In psychology, fluency heuristic implies an object that can be easily processed and deemed to have a higher value, even if it is not logical to assume this. Understanding the application of fluency heuristic can help make better decisions in a variety of fields. Fluency heuristic is more like sunk cost fallacy .

For example, a designer might design a user interface that is easier for users to process, with fewer buttons and easily labeled options. This can help them think fast, work quicker and improve productivity. Similarly, the concept might be used in marketing to sell products using effective marketing techniques. Even if two products are identical, a consumer might pick one over the other based on fluency heuristic. The consumer might deem the product to be better for his needs, even if it is the same as the other one.

Gaze Heuristic

Assume that you aim to catch a ball. Based on your judgment you would leap to catch the ball. If you were to leave yourself to instinct, you will end up at the same spot to catch the ball at a spot you would predict it to fall. This is essentially gaze heuristic. The concept of gaze heuristic is thought to be applied for simple situations and its applications are somewhat limited.

Recognition Heuristic

If there are two objects, one recognizable and the one isn’t, the person is likely to deem the former to be of greater value. A simple example of recognition heuristic is branding. People get used to brand logos, assuming them to be of high quality. This helps brands to sell multiple products using recognition heuristic. So, if you are looking to buy an air conditioner and come across two products, A and B, where A is a brand you know and B is a new company you don’t recognize, you might opt for A. Even if B is of better quality, you might simply trust A because you have been buying electronics from the brand for many years and they have been of good quality.

Satisficing

Satisficing entails looking for alternatives until an acceptable threshold can be ensured. Satisficing in decision making implies selecting an option which meets most needs or the first option which can meet a need, even if it is not the optimal solution. For example, when choosing between early retirement or continuing service for 2 or 3 more years, one might opt for early retirement assuming that it would meet the individual’s needs.

Similarity Heuristic

Similarity heuristic is judgment based on which is deemed similar, if something reminds someone of good or bad days, something similar might be considered the same. Similarity heuristics is often used by brands to remind people of something that they might have sentimental value for.

Someone might buy a limited-edition bottle of perfume that is being sold in a packaging style that was replaced 20 years ago. Assuming that sales were great in those days, the company might sell such limited-edition perfume bottles in the hope of boosting sales. Consumers might buy them simply because they remind them of the ‘good old days’, even though the product inside might not even be of the same but rather similar to what it used to be. Many consumers claim to buy these types of products claiming that it reminds them of a fond memory, such as their youth, marriage or  first job, when they used the product back in the day.

Final Words

Heuristics play a key role in decision making and affect the way we make decisions. Understanding heuristics can not only help resolve problems but also understand biases that affect effective decision making. A business decision or one that affects one’s health, life, or well-being cannot rely merely on a hunch. Understanding heuristics and applying them effectively can therefore help make the best possible decisions. Heuristic methods are not only used in different professions and personal decision making but are also used in artificial intelligence and programming.

Modern anti-virus software for instance uses heuristic methods to dig out the most elusive malware. The same rule can be essentially applied to decision making, by effectively using heuristics to resolve problems and to make decisions based on better judgment.

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39 8.2 Problem-Solving: Heuristics and Algorithms

Learning objectives.

• Describe the differences between heuristics and algorithms in information processing.

When faced with a problem to solve, should you go with intuition or with more measured, logical reasoning? Obviously, we use both of these approaches. Some of the decisions we make are rapid, emotional, and automatic. Daniel Kahneman (2011) calls this “fast” thinking. By definition, fast thinking saves time. For example, you may quickly decide to buy something because it is on sale; your fast brain has perceived a bargain, and you go for it quickly. On the other hand, “slow” thinking requires more effort; applying this in the same scenario might cause us not to buy the item because we have reasoned that we don’t really need it, that it is still too expensive, and so on. Using slow and fast thinking does not guarantee good decision-making if they are employed at the wrong time. Sometimes it is not clear which is called for, because many decisions have a level of uncertainty built into them. In this section, we will explore some of the applications of these tendencies to think fast or slow.

We will look further into our thought processes, more specifically, into some of the problem-solving strategies that we use. Heuristics are information-processing strategies that are useful in many cases but may lead to errors when misapplied. A heuristic is a principle with broad application, essentially an educated guess about something. We use heuristics all the time, for example, when deciding what groceries to buy from the supermarket, when looking for a library book, when choosing the best route to drive through town to avoid traffic congestion, and so on. Heuristics can be thought of as aids to decision making; they allow us to reach a solution without a lot of cognitive effort or time.

The benefit of heuristics in helping us reach decisions fairly easily is also the potential downfall: the solution provided by the use of heuristics is not necessarily the best one. Let’s consider some of the most frequently applied, and misapplied, heuristics in the table below.

In many cases, we base our judgments on information that seems to represent, or match, what we expect will happen, while ignoring other potentially more relevant statistical information. When we do so, we are using the representativeness heuristic . Consider, for instance, the data presented in the table below. Let’s say that you went to a hospital, and you checked the records of the babies that were born on that given day. Which pattern of births do you think you are most likely to find?

Most people think that list B is more likely, probably because list B looks more random, and matches — or is “representative of” — our ideas about randomness, but statisticians know that any pattern of four girls and four boys is mathematically equally likely. Whether a boy or girl is born first has no bearing on what sex will be born second; these are independent events, each with a 50:50 chance of being a boy or a girl. The problem is that we have a schema of what randomness should be like, which does not always match what is mathematically the case. Similarly, people who see a flipped coin come up “heads” five times in a row will frequently predict, and perhaps even wager money, that “tails” will be next. This behaviour is known as the gambler’s fallacy . Mathematically, the gambler’s fallacy is an error: the likelihood of any single coin flip being “tails” is always 50%, regardless of how many times it has come up “heads” in the past.

The representativeness heuristic may explain why we judge people on the basis of appearance. Suppose you meet your new next-door neighbour, who drives a loud motorcycle, has many tattoos, wears leather, and has long hair. Later, you try to guess their occupation. What comes to mind most readily? Are they a teacher? Insurance salesman? IT specialist? Librarian? Drug dealer? The representativeness heuristic will lead you to compare your neighbour to the prototypes you have for these occupations and choose the one that they seem to represent the best. Thus, your judgment is affected by how much your neibour seems to resemble each of these groups. Sometimes these judgments are accurate, but they often fail because they do not account for base rates , which is the actual frequency with which these groups exist. In this case, the group with the lowest base rate is probably drug dealer.

Our judgments can also be influenced by how easy it is to retrieve a memory. The tendency to make judgments of the frequency or likelihood that an event occurs on the basis of the ease with which it can be retrieved from memory is known as the availability heuristic (MacLeod & Campbell, 1992; Tversky & Kahneman, 1973). Imagine, for instance, that I asked you to indicate whether there are more words in the English language that begin with the letter “R” or that have the letter “R” as the third letter. You would probably answer this question by trying to think of words that have each of the characteristics, thinking of all the words you know that begin with “R” and all that have “R” in the third position. Because it is much easier to retrieve words by their first letter than by their third, we may incorrectly guess that there are more words that begin with “R,” even though there are in fact more words that have “R” as the third letter.

The availability heuristic may explain why we tend to overestimate the likelihood of crimes or disasters; those that are reported widely in the news are more readily imaginable, and therefore, we tend to overestimate how often they occur. Things that we find easy to imagine, or to remember from watching the news, are estimated to occur frequently. Anything that gets a lot of news coverage is easy to imagine. Availability bias does not just affect our thinking. It can change behaviour. For example, homicides are usually widely reported in the news, leading people to make inaccurate assumptions about the frequency of murder. In Canada, the murder rate has dropped steadily since the 1970s (Statistics Canada, 2018), but this information tends not to be reported, leading people to overestimate the probability of being affected by violent crime. In another example, doctors who recently treated patients suffering from a particular condition were more likely to diagnose the condition in subsequent patients because they overestimated the prevalence of the condition (Poses & Anthony, 1991).

The anchoring and adjustment heuristic is another example of how fast thinking can lead to a decision that might not be optimal. Anchoring and adjustment is easily seen when we are faced with buying something that does not have a fixed price. For example, if you are interested in a used car, and the asking price is $10,000, what price do you think you might offer? Using $10,000 as an anchor, you are likely to adjust your offer from there, and perhaps offer $9000 or $9500. Never mind that $10,000 may not be a reasonable anchoring price. Anchoring and adjustment does not just happen when we’re buying something. It can also be used in any situation that calls for judgment under uncertainty, such as sentencing decisions in criminal cases (Bennett, 2014), and it applies to groups as well as individuals (Rutledge, 1993).

In contrast to heuristics, which can be thought of as problem-solving strategies based on educated guesses, algorithms are problem-solving strategies that use rules. Algorithms are generally a logical set of steps that, if applied correctly, should be accurate. For example, you could make a cake using heuristics — relying on your previous baking experience and guessing at the number and amount of ingredients, baking time, and so on — or using an algorithm. The latter would require a recipe which would provide step-by-step instructions; the recipe is the algorithm. Unless you are an extremely accomplished baker, the algorithm should provide you with a better cake than using heuristics would. While heuristics offer a solution that might be correct, a correctly applied algorithm is guaranteed to provide a correct solution. Of course, not all problems can be solved by algorithms.

As with heuristics, the use of algorithmic processing interacts with behaviour and emotion. Understanding what strategy might provide the best solution requires knowledge and experience. As we will see in the next section, we are prone to a number of cognitive biases that persist despite knowledge and experience.

Key Takeaways

• We use a variety of shortcuts in our information processing, such as the representativeness, availability, and anchoring and adjustment heuristics. These help us to make fast judgments but may lead to errors.
• Algorithms are problem-solving strategies that are based on rules rather than guesses. Algorithms, if applied correctly, are far less likely to result in errors or incorrect solutions than heuristics. Algorithms are based on logic.

Bennett, M. W. (2014). Confronting cognitive ‘anchoring effect’ and ‘blind spot’ biases in federal sentencing: A modest solution for reforming and fundamental flaw. Journal of Criminal Law and Criminology , 104 (3), 489-534.

Kahneman, D. (2011). Thinking, fast and slow. New York, NY: Farrar, Straus and Giroux.

MacLeod, C., & Campbell, L. (1992). Memory accessibility and probability judgments: An experimental evaluation of the availability heuristic.  Journal of Personality and Social Psychology, 63 (6), 890–902.

Poses, R. M., & Anthony, M. (1991). Availability, wishful thinking, and physicians’ diagnostic judgments for patients with suspected bacteremia.  Medical Decision Making,  11 , 159-68.

Rutledge, R. W. (1993). The effects of group decisions and group-shifts on use of the anchoring and adjustment heuristic. Social Behavior and Personality, 21 (3), 215-226.

Statistics Canada. (2018). Ho micide in Canada, 2017 . Retrieved from https://www150.statcan.gc.ca/n1/en/daily-quotidien/181121/dq181121a-eng.pdf

Tversky, A., & Kahneman, D. (1973). Availability: A heuristic for judging frequency and probability.  Cognitive Psychology, 5 , 207–232.

Psychology - 1st Canadian Edition Copyright © 2020 by Sally Walters is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License , except where otherwise noted.

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Reviewed by Psychology Today Staff

A heuristic is a mental shortcut that allows an individual to make a decision, pass judgment, or solve a problem quickly and with minimal mental effort. While heuristics can reduce the burden of decision-making and free up limited cognitive resources, they can also be costly when they lead individuals to miss critical information or act on unjust biases.

• Understanding Heuristics
• Different Heuristics
• Problems with Heuristics

As humans move throughout the world, they must process large amounts of information and make many choices with limited amounts of time. When information is missing, or an immediate decision is necessary, heuristics act as “rules of thumb” that guide behavior down the most efficient pathway.

Heuristics are not unique to humans; animals use heuristics that, though less complex, also serve to simplify decision-making and reduce cognitive load.

Generally, yes. Navigating day-to-day life requires everyone to make countless small decisions within a limited timeframe. Heuristics can help individuals save time and mental energy, freeing up cognitive resources for more complex planning and problem-solving endeavors.

The human brain and all its processes—including heuristics— developed over millions of years of evolution . Since mental shortcuts save both cognitive energy and time, they likely provided an advantage to those who relied on them.

Heuristics that were helpful to early humans may not be universally beneficial today . The familiarity heuristic, for example—in which the familiar is preferred over the unknown—could steer early humans toward foods or people that were safe, but may trigger anxiety or unfair biases in modern times.

The study of heuristics was developed by renowned psychologists Daniel Kahneman and Amos Tversky. Starting in the 1970s, Kahneman and Tversky identified several different kinds of heuristics, most notably the availability heuristic and the anchoring heuristic.

Since then, researchers have continued their work and identified many different kinds of heuristics, including:

Familiarity heuristic

Fundamental attribution error

Representativeness heuristic

Satisficing

The anchoring heuristic, or anchoring bias , occurs when someone relies more heavily on the first piece of information learned when making a choice, even if it's not the most relevant. In such cases, anchoring is likely to steer individuals wrong .

The availability heuristic describes the mental shortcut in which someone estimates whether something is likely to occur based on how readily examples come to mind . People tend to overestimate the probability of plane crashes, homicides, and shark attacks, for instance, because examples of such events are easily remembered.

People who make use of the representativeness heuristic categorize objects (or other people) based on how similar they are to known entities —assuming someone described as "quiet" is more likely to be a librarian than a politician, for instance. 

Satisficing is a decision-making strategy in which the first option that satisfies certain criteria is selected , even if other, better options may exist.

Heuristics, while useful, are imperfect; if relied on too heavily, they can result in incorrect judgments or cognitive biases. Some are more likely to steer people wrong than others.

Assuming, for example, that child abductions are common because they’re frequently reported on the news—an example of the availability heuristic—may trigger unnecessary fear or overprotective parenting practices. Understanding commonly unhelpful heuristics, and identifying situations where they could affect behavior, may help individuals avoid such mental pitfalls.

Sometimes called the attribution effect or correspondence bias, the term describes a tendency to attribute others’ behavior primarily to internal factors—like personality or character— while attributing one’s own behavior more to external or situational factors .

If one person steps on the foot of another in a crowded elevator, the victim may attribute it to carelessness. If, on the other hand, they themselves step on another’s foot, they may be more likely to attribute the mistake to being jostled by someone else .

Listen to your gut, but don’t rely on it . Think through major problems methodically—by making a list of pros and cons, for instance, or consulting with people you trust. Make extra time to think through tasks where snap decisions could cause significant problems, such as catching an important flight.

Psychological experiments on human judgment under uncertainty showed that people often stray from presumptions about rational economic agents.

Psychology, like other disciplines, uses the scientific method to acquire knowledge and uncover truths—but we still ask experts for information and rely on intuition. Here's why.

We all experience these 3 cognitive blind spots at work, frequently unaware of their costs in terms of productivity and misunderstanding. Try these strategies to work around them.

Have you ever fallen for fake news? This toolkit can help you easily evaluate whether a claim is real or phony.

An insidious form of prejudice occurs when a more powerful group ignores groups with less power and keeps them out of the minds of society.

Chatbot designers engage in dishonest anthropomorphism by designing features to exploit our heuristic processing and dupe us into overtrusting and assigning moral responsibility.

How do social media influencers convert a scroll into a like, follow, and sale? Here are the psychological principles used by digital influencers.

Sometimes, we submit to the oppressive aspects of life voluntarily, by accepting them as fixed and immutable even when they are not. We fall into a mental trap. Why?

Despite the bombardment of societal messages to never quit, sometimes changing course is exactly what you should do.

Many have experienced the "Mandela Effect." Some believe that the past has been subtly changed or that we live in a divergent reality. Here's what psychology has to say.

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Heuristics For Problem Solvers

Adapted from Meiring, S. P. (1980). Problem solving – A basic mathematics goal . Columbus: Ohio Department of Education.

A heuristic is a thinking strategy, something that can be used to tease out further information about a problem and that can thus help you figure out what to do when you don't know what to do. Here are twenty heuristics that can be useful when you are facing what seems intractable. They help you to monitor your thought processes: to step back and watch yourself at work, thus keeping your cool.

• Ask somebody else how to do it. This is probably the most-used strategy, world-wide, though it's not one we encourage our students to use, at least not initially. (Google it goes here too, and is never encouraged.)
• Guess and try (guess, check, and revise). Your guess might be right! But incorrect guesses can often suggest a direction toward a solution. (N.B. a spreadsheet is a powerful aid in guessing and trying: set up the relationships and plug in a number to see if you get what you want. If you don't, it's easy to try another one. And another. And another...)
• Restate the problem using words that make sense to you. One way to do this is to explain the problem to someone else. Often this is all it takes for the light to dawn.
• Organize information into a table or chart. Having it laid out clearly in front of you frees your mind up for thinking, and perhaps you can use the organized data to generate more information.
• Draw a picture of problem information. Translate problem information into pictures, diagrams, sketches, glyphs, arrows, or...?
• Make a model of the problem. The model might be a physical or mental model, perhaps using a computer. You might vary the problem information to see how or whether it changes the model.
• Look for patterns – any kind of patterns: number patterns, verbal patterns, spatial/visual patterns, patterns in time, patterns in sound. (Some people define mathematics as the science of patterns.)
• Act the problem out, if it's stated in a narrative form. This can have the same effect as drawing a picture. What's more, doing the problem might disclose incorrect assumptions you are making.
• Invent notation. Name things in the problem (known or unknown) using words or symbols, including relationships between problem components.
• Write equations. An equation is simply the same thing named two different ways.
• Check all possibilities in a systematic way. A table or chart may help you to be systematic.
• Work backwards from the end condition to the beginning condition. This is particularly helpful when letting a variable (letter) represent an unknown.
• Identify subgoals in the problem. Break up the problem into a sequence of smaller problems ("if I knew this, then I could get that").
• Make the problem simpler. Use easier or smaller numbers; or look at extreme cases (for example, assuming that the maximum amount of one of the varying quantities is used). Often you can use what you learn from the mini-version to help unlock the big one.
• Restate the problem yet again. After working on the problem for a time, back off a bit and put it into your own words in still a different way, since now you know more about it.
• Change your point of view. Use your imagination to change the way you are looking at the problem – turn it upside down, or pull it inside out.
• Check for hidden assumptions that you may be making (you may be making the problem harder than it really is). These assumptions are often found by changing the given numbers or conditions and looking to see what happens.
• Identify needed and given information clearly. You may not need to find everything you think you need to find, for instance.
• Make up your own technique. It is your mind, after all; use mental actions that make sense to you. The key is to do something that engages you with the problem.
• Try combinations of these heuristics.

The above heuristics are those which are easily pointed out to students as they engage with problems in the classroom. However, real world problems are often those which are confronted many times over or on increasingly complex levels. For those, George Polya, the father of modern problem solving heuristics, identified a fifth class (E) called looking back heuristics. We include those here for completeness, but also with the teaching caveat that solutions often improve and insights grow deeper after the initial "pressure" to produce a solution has been resolved. Subsequent looks at a problem situation are invariably deeper and can lead to wonderful surprises.

• Check your solution. Substitute your answer or results back into the problem. Are all of the conditions satisfied?
• Find another solution. There may be more than one answer. Make sure you have them all.
• Solve the problem a different way. Your first solution will seldom be the best solution. Now that the pressure is off, you may readily find other ways to solve the problem.
• Solve a related problem. Steve Brown and Marion Walter in their book, The Art of Problem Posing , suggest the "What if not?" technique. What if the train goes at a different speed? What if there are 8 children, instead of 9? What if...? Fascinating discoveries can be made in this way, leading to:
• Generalize the solution. Can you glean from your solution how it can be made to fit a whole class of related situations? Can you prove your result?

Bar Modelling, Problem Solving and Heuristics

London, United Kingdom

Tuesday, 28 January 2025

9:15 – 16:15 (GMT) in London, United Kingdom

£205.00 + VAT

Course objectives.

This teacher professional development course will provide:

• A definition and an understanding of the importance of heuristics in problem-solving.
• An overview of common heuristics used in maths: guess and check, make a list, draw a diagram, simplification, work backwards, and use logical reasoning.
• An overview of bar models and their importance in mathematical problem-solving.
• A process to incorporate heuristic strategies into lesson plans.

Who this is course intended for?

This course outline is designed to provide a comprehensive framework for teaching primary school educators how to utilise bar models and heuristics in maths instruction. It combines theoretical knowledge with practical application, ensuring teachers are well-equipped to foster a problem-solving mindset among their students.

Meet Your Maths — No Problem! Trainer

Adam is currently subject specialist and series editor at Maths — No Problem! and co-host of the School of School podcast. He is a former primary school headteacher and the first primary mathematics specialist leader of education in the UK. He was the strategic primary lead for the Maths Hub pilot programme at the NCETM, where he was also involved in the Textbook and Diagnostic Assessment programmes. Adam has worked closely with the NW1 Maths Hub as well as Manchester University, numerous local authorities and teaching school alliances.

Venue and Directions

More dates for this course.

Liverpool, United Kingdom

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