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A Guide To Follow-Up Procedures While Managing A Project

Komal Sharma

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Whether your job title is “project manager” officially or you just oversee ad hoc projects, you probably already realise that one of the main issues with project management is that it takes more than just telling people what to do. It is simple for work to slip through the cracks if you don’t have a clear understanding of all the moving parts of your project. It is insufficient to just tell them to do this or that task; neither explanation nor preparation will suffice. Follow-up is crucial to ensuring that the work is completed correctly. 

In this article, we’ll explore the importance of managing project follow-up, provide practical tips to streamline your process and also we will give some suggestions on how to follow up in a way that increases your chances of completing projects on time while decreasing your stress.

Navigating Victory: Why Follow-Up Is Your Project’s Best Ally

Effective follow-up is more than just sending out a quick email or making a few phone calls. It’s about systematically tracking progress, identifying bottlenecks, and ensuring that tasks are completed on time. By formalising your follow-up process, you’ll not only stay on top of your project but also enhance team collaboration and minimise mistakes.

One of the key reasons why a follow-up process is essential in project management is that it helps to maintain accountability. When team members know that their progress will be regularly monitored and reviewed, they are more likely to stay focused and committed to their tasks. It also provides project managers with a clear overview of the project’s status, allowing them to take proactive measures if delays or issues arise.

Moreover, a well-defined follow-up process promotes effective communication and collaboration among team members. Regular check-ins and status updates ensure that everyone is on the same page and can raise any concerns or ask for assistance when needed. This level of transparency fosters a sense of trust and encourages a collaborative working environment.

The Follow-Up Blueprint: Elements For Unparalleled Project Success

To establish an effective follow-up process for your project, there are several key elements that you should consider. These elements will help you stay organised, track progress, and address any challenges along the way.

Setting Clear Objectives And Deliverables

Before diving into the follow-up process, it’s crucial to define clear objectives and deliverables for your project. This ensures that everyone involved understands what needs to be achieved and what success looks like. Clearly stated objectives provide a sense of direction and purpose, making it easier to track progress and evaluate the project’s overall success.

When setting objectives, make sure they are specific, measurable, achievable, relevant, and time-bound (SMART) . This ensures that they are realistic and can be effectively tracked during the follow-up process. Additionally, communicate these objectives to your team to align everyone’s efforts and expectations.

Establishing A Timeline And Milestones

Once you have clear objectives in place, it’s important to establish a timeline and set milestones for your project. This allows you to break down the project into smaller, manageable tasks and track progress more effectively. By having specific milestones to work towards, you can easily assess if the project is on track or if adjustments need to be made.

When creating a timeline, consider the dependencies between tasks and allocate sufficient time for each activity. This will help you identify potential bottlenecks and allocate resources accordingly. Additionally, make sure to communicate the timeline and milestones to your team, so they are aware of the project’s timeline and deadlines.

Communication And Collaboration Tools For Follow-Up

In today’s digital age, there are numerous project management tools available to facilitate effective follow-up. These tools not only help you track progress but also enhance communication and collaboration within your team. Here are some popular tools that can streamline your follow-up process:

Project Management Software: Platforms like Asana , Trello , or Jira allow you to create tasks, assign responsibilities, and track progress in real-time. These tools provide a centralised location for all project-related information and enable seamless collaboration.

Communication Tools: Tools like Slack or Microsoft Teams facilitate instant messaging and quick communication among team members. They provide a space for team discussions, updates, and problem-solving, eliminating the need for lengthy email threads.

Document Sharing And Version Control: Platforms like Google Drive or Dropbox enable easy document sharing and collaboration. This ensures that everyone has access to the latest versions of project documents and eliminates the risk of working on outdated files.

By leveraging these tools, you can streamline your follow-up process and ensure that everyone is on the same page throughout the project’s lifecycle.

Tracking And Documenting Progress

Tracking and documenting progress is at the heart of effective follow-up. It allows you to monitor the project’s status, identify any delays or issues, and take appropriate actions. Here are some strategies to help you track and document progress effectively:

Regular Status Updates: Establish a routine for team members to provide regular status updates on their tasks. This can be done through weekly progress reports or daily stand-up meetings. Encourage team members to be specific and transparent about their progress, challenges, and anticipated completion dates.

Task Management: Utilise project management tools to assign tasks, set deadlines, and track their completion. Regularly review the status of tasks to identify any overdue items. This will give you a clear picture of the project’s progress and enable you to take corrective actions if necessary.

Documentation: Maintain a centralised repository for project-related documents, including meeting minutes, project plans, and reports. This ensures that all project information is easily accessible and can be referred to during the follow-up process. Documenting decisions and actions taken also helps in evaluating the project’s success and identifying areas for improvement.

By implementing these tracking and documentation strategies, you’ll have a comprehensive view of your project’s progress and be able to make informed decisions during the follow-up process.

Addressing Challenges And Roadblocks

No project is without its challenges and roadblocks. However, with a well-defined follow-up process, you can quickly identify and address these issues to keep your project on track. Here are some common challenges and strategies to overcome them:

Scope Creep: Scope creep refers to the tendency for project requirements to expand beyond the initial scope. To address this, ensure that project objectives and deliverables are clearly defined from the beginning. Regularly review any proposed changes and assess their impact on the project timeline and resources. Communicate any approved changes to the team and adjust the follow-up process accordingly.

Resource Constraints : Limited resources can pose a challenge to project success. If you encounter resource constraints, prioritise tasks based on their impact and criticality to the project’s objectives. Consider reallocating resources or outsourcing certain activities if necessary. Maintain open communication with team members to ensure they have the support they need to overcome resource constraints.

Communication Breakdown: Effective communication is vital in project management. If you notice a communication breakdown, take proactive steps to address it. Encourage open and transparent communication among team members and provide regular updates on project progress. Consider implementing a communication escalation process to resolve conflicts or misunderstandings promptly.

By actively addressing challenges and roadblocks, you can minimise their impact on your project’s success and ensure a smoother follow-up process.

Evaluating And Adjusting The Follow-Up Process

The follow-up process should not be set in stone. It’s essential to regularly evaluate its effectiveness and make adjustments as needed. This continuous improvement approach ensures that your follow-up process remains relevant and aligned with the project’s objectives. Here are some steps to evaluate and adjust your follow-up process:

Collect Feedback : Seek feedback from your team members and stakeholders on the effectiveness of the follow-up process. Ask for suggestions on areas that could be improved or streamlined. This feedback can provide valuable insights into potential gaps in your current process.

Analyse Project Metrics: Assess project metrics such as task completion rates, adherence to timelines, and overall project success. Identify any patterns or trends that may indicate areas for improvement in the follow-up process. Analysing project metrics helps you make data-driven decisions and identify opportunities to optimise your process further.

Implement Changes: Based on the feedback and analysis implement changes to your follow-up process. Communicate these changes to your team and provide any necessary training or guidance. Monitor the impact of these changes and make further adjustments as needed.

Remember, continuous evaluation and adjustment are key to maintaining an effective follow-up process that supports your project’s success.

The Follow-Up Formula: Your Key To Project Excellence

Follow up is not just a plan; it’s a way to make sure your projects rock, By using this formula regularly, you keep things on track, face problems with confidence, and set the stage for awesome project success. It’s like having a secret weapon that turns every project into a big win now let’s discuss those formulas

Accept That Follow-Up Is Essential 

Before you can implement any of the following tips, you need to analyse your mindset toward project management. If you believe that people should be able to do their jobs without any follow-up and that it’s tedious to hold someone accountable, you’ll have a hard time changing. Whether you like it or not, most people prioritise tasks where there is responsibility. Items where there is no tracking may be delayed or not done at all. Prioritising interacting with people will be simpler the sooner you embrace this reality.

Clarify Expectations 

The next step to successful follow-up is to clearly describe in writing what is expected and by what date. If there are unclear expectations, it can be difficult to decide when to check in and your team members won’t know what you need to feel confident about the process. Even though you might feel your anxiety rising, you shouldn’t micromanage. Deadlines that are in between make it simpler to follow up without hesitation.

Systematise Monitoring 

The less you need to think to follow up, the more likely you are to succeed. There are a variety of ways to make this easier. One is to simply have a shared spreadsheet tracking document where you record the dates of each step of the process. You can make team members responsible for completing it, and you can designate times to review it as recurring events on your calendar.

Another more sophisticated method is to use a project management system in which tasks are assigned to individuals and you can then see at a glance which ones are behind schedule and which ones are on track.

Lastly, Meetings are one way to follow up. Though it takes the longest, this approach might be the most successful one based on the risks involved in the project and the amount of feedback you believe you must provide along the way.

Increase Margin

Even with the best of systems, people sometimes miss a deadline. Instead of fighting it, embrace it and build flexibility into your deadlines. Setting deadlines in advance gives you a chance to follow up before the situation becomes serious and delays the entire project.

Talk About The Results 

If team members do the job on time and well, congratulate them for it! This should never be taken for granted. However, if there are problems and a lot of stress, take a step back to evaluate the situation: If there is something you could have improved, admit it and talk to others involved. And if you’ve done your part, and the problem was really on the other end, talk about that too.

Constant monitoring is what makes projects develop in the best possible way. By investing a little time upfront, you can dramatically decrease your stress and improve your results

Decoding Best Practices For Project Mastery

To wrap up, let’s explore some best practices for project follow-up that can enhance your process and maximise project success:

Be consistent: Establish a routine for follow-up activities, such as daily check-ins or weekly progress reports. Consistency helps maintain accountability and keeps everyone informed.

Communicate expectations: Communicate expectations to team members, including deadlines, deliverables, and quality standards. This ensures everyone understands their roles and responsibilities.

Focus on collaboration: Encourage collaboration and open communication among team members. Foster a supportive environment where team members can ask for assistance, share ideas, and provide feedback.

Document decisions and actions: Maintain a record of decisions made and actions taken during the project. This helps in future reference and evaluation.

Celebrate milestones: Acknowledge and celebrate milestones achieved during the project. Recognise the efforts of your team members and boost morale.

By following these best practices, you’ll create an environment conducive to effective follow-up and project success.

Boost Your Success With Mentoria

Managing a project requires more than just initial planning and execution. A formalised follow-up process is essential to ensure that tasks are completed on time, progress is tracked, and challenges are addressed promptly. By setting clear objectives, leveraging project management tools, tracking progress, and addressing challenges, you can streamline your follow-up process and enhance project collaboration. Remember to evaluate and adjust your process regularly to keep it aligned with project objectives. With a well-defined follow-up process in place, you’ll increase the chances of project success and minimise the risk of loose ends derailing your projects.

Discover your strengths and areas for growth with Mentoria’s career guidance . Whether you’re looking to excel in your current role, explore a new one in your industry, or switch to a completely different field, our counsellors will create a personalised action plan for you. With 3 streams, 850+ courses, and 12,000+ careers, we help you find your perfect fit. Call us to speak with career mentors and kick-start your journey toward a happy and successful future.

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Lean Six Sigma

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Lean Six Sigma Tools and Techniques You Need to Know

Joseph Mapue

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Some businesses aspire for transformation, others make it happen. Many of those who succeed at driving change — including most Fortune 100 companies — do so by applying the principles and processes of Lean Six Sigma .

Want to learn more about the Lean Six Sigma methodology?

Check out this ebook that will guide you through the key concepts of LSS.

Developed to sustain customer satisfaction and deliver high-quality output, Lean Six Sigma is a process improvement method that harnesses teamwork to systematically boost operational efficiencies and reduce waste. Lean Six Sigma evolved from the fusion of two related disciplines — lean manufacturing and Six Sigma — that have successfully achieved dramatic improvements in the profitability of organizations across different industries.

So let's go over Lean Six Sigma tools and techniques you need to know.

As a data-driven method, Lean Six Sigma uses precise tools and techniques to identify challenges, solve problems, and attain business goals. For the most part, these tools and techniques relate to specific stages in the improvement cycle denoted as DMAIC (Define, Measure , Analyze, Improve, Control).

20+ powerful tools and techniques in Lean Six Sigma

Many of the techniques and tools used by Lean Six Sigma practitioners have been around well before the process improvement method was formalized. Many were used in business analysis, relationship visualizations, project management , and other fields. The effectivity of specific tools and techniques depends heavily on their fitness when it comes to an organization’s unique situation, business model, and corporate culture.

Failure Mode & Effects Analysis ( FMEA ) - A model that helps professionals analyze and prioritize weaknesses and potential defects of a design or process based on factors such as severity and frequency of occurrence.

Process Flow Charts - A commonly used visual aid that shows the steps or stages of a process. This top-level diagram lends clarity to an improvement project and brings everyone on the same page.

Project Charter - A document primarily used in project management that sets the parameters of a process improvement project. While a project charter plays a major role in the Define phase of DMAIC, it also serves as a tool in the Control stage.

RACI Matrix - Acronym for Responsible, Accountable, Consulted, and Informed. This matrix outlines all the roles and responsibilities related to every activity/task in a process or project.

TAKT Time - The rate (expressed in time units) at which a business needs to complete a product to meet customer demand.

• Value Stream Map - A very detailed type of process flow chart that visualizes all the steps in a process that are required to deliver value from start to finish. It is originally a lean management tool for mapping all the activities needed to create a product and get it into the hands of the end-customer.

Histogram - A bar chart that shows frequency distribution or variation in a data set. It is often used to a) identify which factors contribute most to the occurrence of a problem, and b) determine the capability of a process to consistently generate an acceptable output.

• Pareto Chart - A histogram that shows the relative significance/impact of defects or variances in a system. It helps determine where the bulk of defects occur, effectively clarifying the cause and effect of problems and identifying the specific area that needs improvement the most.

5 Whys Analysis - A straightforward method for determining the root cause of a problem. The method prescribes asking “why” a problem occurs five times in succession to sift through mere symptoms and eventually zero in on the real factor that causes the problem.

Design of Experiments - A systematic technique for testing the relationships between different factors with the purpose of creating the best-case design (i.e., optimal performance of features and functions) for a process or system.

Fishbone Diagram - A visualization technique for mapping all possible causes of a problem based on logical categories, with the aim of identifying root causes. Also called cause-and-effect or Ishikawa diagram, fishbone diagrams are often used during brainstorming sessions.

Regression Analysis - A statistical tool for understanding the relationship between output and input variables, and making predictions based on the relationship.

5S - A five-step method for keeping workplaces orderly and for motivating workers to maintain discipline and optimal process/workflow conditions. The term originally referred to five Japanese words whose English equivalents are Sort, Straighten, Shine, Standardize, and Sustain.

A3 Process/Report - A systematic approach to solving problems and driving continuous improvement that is typically documented/simplified/visualized on a sheet of A3-size paper, hence the name.

Kanban - A graphical scheduling system named after the Japanese terms for “visual” (kan) and “card” or “board” (ban). The system is designed to optimize the production process by reducing idle time and inventory.

Kaizen - A mindset of continuous improvement. It holds that everything can undergo incremental improvements over time. Kaizen advocates for proactive teamwork and the elimination of waste.

• Poka Yoke (Error-Proofing) - A mistake prevention approach that aims to eliminate product defects by preventing, correcting, and signaling the occurrence of human errors as they happen. Named after the Japanese terms for “error” and “machine operator,” poka-yoke refers to any mechanism in a process that reduces the frequency of mistakes, with the ultimate goal of enabling people and processes to get things right the first time.

Single-Minute Exchange of Die (SMED) - A method associated with lean manufacturing that reduces the time it takes to run the current product to run the next. It is used to accelerate cycle time, reduce costs, and enhance the adaptability of processes. Also called Quick Changeover.

Total Productive Maintenance (TPM) - a methodology for maintaining and improving the quality of systems, processes, and machines. TPM specifically aims to reduce loses that are incurred when unplanned downtime occurs.

Control Charts - A time-based visualization that is used to monitor and improve quality. Control charts are major tools used in statistical process control. Also called the process behavior chart.

Standardized Work - A baseline concept in kaizen or continuous improvement that is used as a tool for keeping productivity and quality at optimum levels. Standardized work documents the current best practice. When a new and improved system is adopted, it becomes the new standardized work.

Statistical Process Control ( SPC ) - A methodology that uses statistical tools to monitor, control, and improve the quality of processes.

Lean Six Sigma is an evolving field whose tools and techniques continue to reap tremendous benefits for business organizations (process improvements and uplift in profitability) as well as certified practitioners (professional credentials, career advancement, and salary raises). 

Our Lean Six Sigma Overview and Glossary will help accelerate your understanding of the different concepts and processes in the field. If you want to learn more about the tools mentioned in this article and how best to use them, you can check out our library of Lean Six Sigma courses and certification programs.

Remember, Lean Six Sigma is not just a highly organized and effective collection of tools and methodologies. It is also a habit that sets excellence and continuous improvement as your default mode.

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Joseph Mapue wears his writer's hat wherever he goes, crafting top-notch content on business, technology, creativity, and innovation. He is also a dreamer, builder, father, and gamer.

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PROJECT ON SIX-SIGMA

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• LEAN - SIX-SIGMA FOR HEALTH CARE

THE DMAIC PROBLEM – SOLVING MODEL

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Lean Six Sigma- A Reliable Problem Solving Approach

• Overproduction
• Non utilized talent
• Transportation
• Extra processing
• Increases productivity and reduces costs : The Lean Six Sigma technique trains project managers and solution providers to skillfully buy, sell, manufacture and market their business/ products by streamlining the limited resources at their disposal. Lean Six Sigma identifies and cuts down on all the processes that do not participate actively in the production/ marketing of products/ services; thereby saving time and valuable resources
• Increases efficiency : Proper streamlining of processes in line with Lean Six Sigma techniques helps in the allocation of work and resources, in an effective manner. This in turn improves the quality of the finished products/ services and increases the number of satisfied customers exponentially, based on an organization’s requirements
• Helps develop skilled workforce : Lean Six Sigma instills a sense of accountability among all employees, and helps in the creation of a reliable work force. It helps employees realize their importance within the organization, and thereby increases their active participation and helps them deliver quality end products

Author : Uma Daga

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5 Lean Tools and Principles to Integrate into Six Sigma

Published: February 26, 2010 by Shubhajit Roy

Increasingly, organizations that use Six Sigma are making an effort to integrate Lean into their existing process-improvement framework. For many, combining Six Sigma’s focus on process quality and Lean’s emphasis on turn-around time results in more high-impact, quick-hit projects. To gain this advantage, however, organizations must face a difficult obstacle: integrating Lean without creating ripples in the existing Six Sigma structure. If the Lean introduction is not done properly, it can lead to more pitfalls than successes.

With a structured approach, though, it is possible to merge Lean into a mature Six Sigma framework, as was experienced by a business unit of a Fortune 10 company. During a Work-out , the unit evaluated the various principles of Lean to determine which could be subtly introduced and used effectively to augment the existing Six Sigma framework. They found that five Lean tools and principles were particularly applicable:

1. Value Stream Mapping

In the Analyze phase of a DMAIC project, a value stream map can be created that shows the flow of materials and information, and categorizes activities into three segments: value enabling, value adding and non value adding. The focus of this tool is on identifying and eliminating the non-value added activities in each process step and reducing the wait time between consecutive steps wherever possible. Value enabling activities, however, cannot be totally eliminated from a system. Instead, they can be sub-classified into value adding and non-value adding activities, allowing those value enabling activities that are non-valued added to be eliminated. These eliminations help make a process more compact – a benefit in process improvement projects aimed at reducing variation. This tool also can be a part of a Kaizen cycle, incorporated within the Analyze and Improve phases.

An example of how the company used value stream mapping: In a digitized process under study, the value stream map demonstrated that the workflow went to the same approver step twice – without any value addition from the previous step to benefit the approver at the later step. Also, the subsequent steps were not dependent on the second approval. Hence, the second approval did not add any value to the process – and it was eliminated from the workflow.

2. Takt Time

Takt is a German word that can be roughly translated as “beat.” Takt time is the rate at which a completed project needs to be finished in order to meet customer demand. For processes involving cycle times, such as manufacturing or incident management, the as-is cycle time can be captured in the Measure phase. Then, during the Analyze phase, the cycle time can be compared with existing service level agreements (SLAs). If a mismatch exceeds the tolerance, improvements would be needed to match the cycle time with the takt time for the system.

For instance, an incident-management tool was studied that had a significant number of cases missing their SLAs. The study revealed that the tool, which had two basic stages for providing the resolution, always missed the SLA in the second stage. The resolution time for the case was measured as the end-to-end resolution – resulting in most of the SLA period elapsing in the first stage and little time remaining for the second stage. To resolve this, the SLA for the case was split into different components for the two stages. This helped distribute the total SLA time among the two stages so the slippage could be monitored individually.

3. Ishikawa (Cause-and-Effect) Diagram and 5 Whys

In the Analyze phase, the absence of concrete statistical data sometimes can make the identification of a root cause difficult. In those scenarios, the 5 Whys – asking “Why?” five times – along with a cause-and-effect diagram, can make the task more manageable. The 5 Why’s tool also can help uncover the process dynamics and the areas that can be addressed easily.

4. Heijunka (Load Balancing)

A Japanese term, Heijunka refers to a system of production designed to provide a more even and consistent flow of work. This principle can be incorporated in the Design phase if the root cause analysis during Analyze points to bottlenecks in the process. Load balancing can be used to introduce a pull in the system rather than letting it operate on push – thus alleviating the bottlenecks. Efforts for introducing a level load balance in the system also automatically reduce inventory. If takt time principles are used while designing the system, it would help ensure a level load balance.

5. Poka-yoke (Mistake Proofing)

A Japanese phrase meaning mistake proofing, poka yoke can be used to tune process steps and also when designing a new system altogether with DMADV (Define, Measure, Analyze, Design, Verify). A combination of an Ishikawa chart and Pareto analysis can be useful in Analyze in listing the major issues plaguing the as-is process. During the Improve and Design phases, the possibilities for eliminating a major cause of errors can be explored by improving or redesigning the system to avoid error-inducing scenarios.

An example of poka-yoke in action: A large amount of workflows in a payroll process were being terminated abruptly. Users were provided with a standard set of action buttons for each step: “Approve to Next” and “Approve to Close.” The former approved the step and sent the workflow forward, while the latter approved and closed the workflow. The cause for the high number of terminations was the confusing nomenclature on the buttons. The issue was resolved by providing mouse-over texts on both the buttons clearly labeling the scenarios when each should be used.

The Next Steps

The Work-out team went on to formulate a roadmap to introduce Lean Six Sigma (LSS) by starting with a push and gradually transitioning into an induced pull. The key milestones in the roadmap:

• Identify initiatives to be executed using LSS by dedicated Black Belts and showcased organization-wide on completion.
• Hold LSS awareness sessions for all associates. Create and make available LSS training materials for associates.
• Assign Green Belts projects that require them to use applicable Lean tools as part of the Six Sigma rigor. Recognize the best-executed LSS projects.

Based on the action items from the Work-out, the team also modified the storyboard , which was previously modeled purely on the Six Sigma approach for process improvement, to include Lean tools and principles to facilitate execution of LSS projects. The new system also was subject to continuous analysis and evaluations with a view for further improvements. When the possibility for improvements in key areas arose, the team took them up as Kaizen events.

Through the initial push from the leadership team, combined with learning aids on Lean tools, the LSS approach was widely accepted throughout the organization. This boosted both the tangible benefits and the turn around time for process improvement projects at the company.

About the Author

Shubhajit Roy

How to master the seven-step problem-solving process

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

Podcast transcript

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

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

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

Hugo Sarrazin: Our pleasure.

Charles Conn: It’s terrific to be here.

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

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

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

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

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

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

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

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Simon London: So this is a concise problem statement.

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

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

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

Hugo Sarrazin: Yeah.

Charles Conn: And in the wrong direction.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Both: Yeah.

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

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

Simon London: Right. Right.

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

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

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

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

Simon London: Would you agree with that?

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

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

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

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

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

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

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

Charles Conn: Yeah.

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

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

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

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

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

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

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

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

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

Hugo Sarrazin: Every step of the process.

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

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

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

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

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

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

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

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

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

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

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

Hugo Sarrazin: Absolutely.

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

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

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

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

Hugo Sarrazin: It was a pleasure. Thank you.

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

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

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15 Problem-Solving Strategies for Projects and Teams

In project management and team collaboration, problem-solving is the process of identifying and resolving issues that arise during a project. It is a crucial skill that helps fix broken processes, improve performance, and identify opportunities. Problem-solving enables project managers and team leaders to overcome challenges and achieve success.

In this blog article, we will explore 15 problem-solving strategies that can revolutionize your approach and help you achieve success. From effective communication techniques to fostering collaboration, these strategies are designed to tackle the most common obstacles encountered in project management. Get ready to unlock the potential of your projects and teams with these tried-and-tested problem-solving strategies!

The 5 Whys Analysis

This problem-solving technique aims to uncover a problem's underlying cause by repeatedly asking the question, "Why?". The goal is to dig deep and identify the root cause rather than addressing surface-level symptoms. By asking "Why?" five times or more, depending on the complexity of the problem, you and your team members can gain valuable insights into the chain of events or processes that led to the issue. This method helps expose weaknesses, improve processes, and achieve project goals.

SWOT Analysis in Project Management

A SWOT analysis is a valuable tool in project management that helps identify and evaluate the internal pros and cons, weaknesses and strengths, and the external impacts that can threaten your project. By examining these factors, project managers can better understand the project's current state and potential risks.

SWOT analysis provides insights that help decision-making, resource allocation, and risk mitigation strategies. It allows project teams to counter threats, address weaknesses, and capitalize on strengths, ultimately enhancing project success.

Bring in a Facilitator

A skilled facilitator can provide objective guidance, ensure everyone's participation, and create a safe space for open discussions. They can help the project team effectively identify and evaluate strengths, weaknesses, opportunities, and threats.

Additionally, a facilitator can assist in summarizing and documenting the analysis, ensuring clarity and alignment among team members. Bringing in a facilitator enhances quality and efficiency, leading to better project outcomes.

Root Cause Analysis

Root Cause Analysis is a systematic approach used to identify the underlying causes of problems or incidents. It involves investigating the factors contributing to an issue rather than just addressing the symptoms.

By understanding the root causes, organizations can develop effective solutions to prevent similar problems from recurring in the future. This analysis helps improve processes, enhance quality, and reduce risks, ultimately leading to better outcomes and customer satisfaction.

Kipling Method

Also known as the 6 W's, this technique is used to gather information and comprehensively understand a situation. It involves asking and answering six key questions: Who, What, Where, When, Why, and How. Addressing these questions helps team members and leaders analyze and evaluate a problem or decision from various angles, ensuring a thorough examination of the topic at hand. This method is widely used in journalism, problem-solving, and decision-making processes.

Work Backward

Working backward is a problem-solving approach where you start with the desired outcome and then identify the steps needed to achieve it. This method allows you to break down complex problems into smaller, manageable tasks.

By starting with the end goal in mind, you can create a clear roadmap and prioritize actions accordingly. Working backward helps ensure that your efforts are focused and aligned with the desired outcome, leading to more efficient and effective problem-solving.

Trial and Error

Trial and Error is a problem-solving approach that involves trying different solutions and learning from the outcomes. It is a standard method used to discover what works and what doesn't in various situations. By systematically testing different options, you can identify the most effective solution through a process of elimination.

Trial and Error allow team members flexibility and adaptability, as it encourages learning from mistakes and refining strategies based on feedback. This approach can be beneficial when dealing with complex or ambiguous problems that require experimentation.

Risk Analysis and Mitigation within Teams

Risk analysis and mitigation play a crucial role in project management. By identifying and planning for potential risks, teams can prevent problems. One effective way to facilitate this process is by utilizing project management software.

Project management software such as ActiveCollab provides a centralized platform where teams can document and track risks throughout the project lifecycle. This software often includes features such as risk registers , where risks can be identified, categorized, and assigned to team members for mitigation. Additionally, the software may offer risk assessment tools that help teams evaluate the impact and likelihood of each risk.

With ActiveCollab, teams can collaborate in real time, ensuring all members can access the latest risk information. This promotes transparency and allows immediate communication and decision-making regarding risk mitigation strategies.

Using project management software for risk analysis and mitigation, your team members can proactively address potential challenges, minimize project disruptions, and improve project success rates.

Implementing Conflict Resolution Techniques

Conflict resolution techniques are essential for maintaining healthy relationships and fostering a positive work environment. Some effective methods include active listening, communication skills training, mediation, negotiation, and compromise. Conflicts can be understood and resolved more effectively by actively listening to all parties involved and encouraging open and honest communication.

Mediation allows a neutral third party to facilitate discussions, while negotiation and compromise help find mutually agreeable solutions. These techniques promote understanding, empathy, and collaboration, improving relationships and increasing productivity.

Scenario Planning and Forecasting

Scenario planning and forecasting are essential tools used by organizations to anticipate and prepare for future uncertainties. Scenario planning involves creating multiple plausible narratives or scenarios to explore possible futures, allowing decision-makers to identify risks and opportunities. Forecasting, on the other hand, uses historical data and statistical models to project future outcomes.

Combining these approaches allows businesses to develop robust strategies and make informed decisions in an ever-changing and unpredictable environment. This proactive approach helps organizations adapt, minimize risks, and seize opportunities, ensuring long-term success and resilience in an uncertain world.

Brainstorming and Ideation Sessions

Brainstorming and ideation sessions are great for generating creative ideas and solutions. You can bring together a diverse group of individuals while these sessions help them with collaboration and free thinking. Participants in brainstorming sessions are encouraged to share their thoughts and ideas without judgment, allowing for a wide range of possibilities to be explored.

The goal is to generate as many ideas as possible, with the understanding that quantity leads to quality. Through active listening and open-mindedness, participants can build upon each other's ideas and spark new insights. This collaborative process fosters innovation and can lead to breakthrough solutions to complex problems.

Design Thinking

Design Thinking is a problem-solving approach that emphasizes empathy, creativity, and collaboration. It involves understanding the needs and experiences of users, generating a wide range of ideas, prototyping, testing solutions, and iterating based on feedback.

It encourages a human-centered and iterative mindset, which leads to exploring multiple possibilities before arriving at a final solution. Design Thinking enables teams to approach challenges with an open mind, fostering innovation and driving meaningful change. By putting people at the heart of the process, Design Thinking helps create solutions that meet their needs and aspirations.

Creating a Feedback Loop with Team Members

Creating a feedback loop with team members leads to a culture of continuous improvement. Regularly soliciting positive and constructive feedback allows open communication, builds trust, and enhances teamwork. Encourage team members to share their thoughts, ideas, and concerns in a safe and non-judgmental environment.

Actively listen to their feedback, acknowledge their contributions, and provide actionable insights to help them grow professionally. Remember, a well-functioning feedback loop promotes collaboration, boosts morale, and ultimately leads to better outcomes for the entire team.

Agile Principles for Efficient Problem-Solving (Enhance Flexibility and Responsiveness)

Agile principles are values and practices that enhance flexibility and responsiveness in problem-solving. These principles prioritize individuals and interactions, working solutions, customer collaboration, and responding to change.

Agile principles promote a more efficient problem-solving process by encouraging frequent communication and collaboration. Iterative development, continuous feedback, and adaptive planning are key components of agile problem-solving, allowing teams to adapt and respond to changing requirements quickly. Focusing on delivering value to the customer and embracing change enables organizations to address problems efficiently and effectively.

Importance of Effective Problem-Solving

Effective problem-solving is crucial in project management as it ensures that issues are identified, analyzed, and resolved promptly and efficiently. By integrating problem-solving strategies with project management software like ActiveCollab, teams can enhance collaboration and streamline workflow.

Integrating problem-solving strategies with project management software allows for better communication and coordination among team members. It enables teams to track the progress of problem-solving activities, assign tasks, and monitor deadlines, ensuring everyone is on the same page. This integration also facilitates the sharing of information and knowledge, enabling teams to leverage their collective expertise and experience.

Moreover, project management software such as ActiveCollab provides a centralized platform where team members can document and access relevant information, making it easier to analyze problems and make informed decisions. It also allows the implementation of feedback loops, enabling continuous improvement and learning from past experiences.

In conclusion, integrating problem-solving strategies with ActiveCollab enhances teamwork, improves communication, and facilitates the efficient resolution of issues. This integration ultimately contributes to the successful execution of projects and achieving desired outcomes.

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Managing a Project? Formalize Your Follow-Up Process.

• Elizabeth Grace Saunders

Consistent follow-up is what makes projects run as smoothly, efficiently, and effectively as possible.

One of the biggest mistakes in project management is that simply telling someone to do something is enough for it to get done. In most cases, especially with longer and more complex projects, assigning work isn’t enough, explaining work isn’t enough, and even planning out work isn’t enough. Follow-up is the key to making sure the work actually gets done. Effective follow-up can increase your chances of getting projects completed on time while also decreasing your stress. But you have to do it right. First, accept that follow-up and holding people accountable is essential. Second, clarify your expectations of people. Third, systematize follow-up by putting it on your calendar or automating reminders. Next, build in margin for missed deadlines. Finally, talk through the results with your team.

I can’t believe this isn’t done! I asked for this to be completed months ago. How is this project so behind? I set out all the milestones clearly. I guess I’m going to have to work late this week to pull everything together because no one did what they were supposed to do. Why bother to delegate if I end up having to do all the work anyway?

Do any of the above sound familiar? Whether you hold the formal title of Project Manager or are just responsible for managing ad-hoc projects, you’ve likely faced some of the dilemmas described above.

• ES Elizabeth Grace Saunders is a time management coach and the founder of Real Life E Time Coaching & Speaking . She is the author of How to Invest Your Time Like Money and Divine Time Management . Find out more at RealLifeE.com .

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• The Art of Effective Problem Solving: A Step-by-Step Guide
• Learn Lean Sigma
• Problem Solving

Whether we realise it or not, problem solving skills are an important part of our daily lives. From resolving a minor annoyance at home to tackling complex business challenges at work, our ability to solve problems has a significant impact on our success and happiness. However, not everyone is naturally gifted at problem-solving, and even those who are can always improve their skills. In this blog post, we will go over the art of effective problem-solving step by step.

You will learn how to define a problem, gather information, assess alternatives, and implement a solution, all while honing your critical thinking and creative problem-solving skills. Whether you’re a seasoned problem solver or just getting started, this guide will arm you with the knowledge and tools you need to face any challenge with confidence. So let’s get started!

Table of Contents

Problem solving methodologies.

Individuals and organisations can use a variety of problem-solving methodologies to address complex challenges. 8D and A3 problem solving techniques are two popular methodologies in the Lean Six Sigma framework.

Methodology of 8D (Eight Discipline) Problem Solving:

The 8D problem solving methodology is a systematic, team-based approach to problem solving. It is a method that guides a team through eight distinct steps to solve a problem in a systematic and comprehensive manner.

The 8D process consists of the following steps:

• Form a team: Assemble a group of people who have the necessary expertise to work on the problem.
• Define the issue: Clearly identify and define the problem, including the root cause and the customer impact.
• Create a temporary containment plan: Put in place a plan to lessen the impact of the problem until a permanent solution can be found.
• Identify the root cause: To identify the underlying causes of the problem, use root cause analysis techniques such as Fishbone diagrams and Pareto charts.
• Create and test long-term corrective actions: Create and test a long-term solution to eliminate the root cause of the problem.
• Implement and validate the permanent solution: Implement and validate the permanent solution’s effectiveness.
• Prevent recurrence: Put in place measures to keep the problem from recurring.
• Recognize and reward the team: Recognize and reward the team for its efforts.

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A3 Problem Solving Method:

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

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

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

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

Step 1 – Define the Problem

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

To begin, ask yourself some clarifying questions:

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

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

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

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

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

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

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

Step 2 – Gather Information and Brainstorm Ideas

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

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

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

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

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

Step 3 – Evaluate Options and Choose the Best Solution

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

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

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

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

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

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

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

Step 4 – Implement and Monitor the Solution

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

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

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

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

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

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

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

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

Daniel Croft

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

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How to improve your problem solving skills and build effective problem solving strategies

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Effective problem solving is all about using the right process and following a plan tailored to the issue at hand. Recognizing your team or organization has an issue isn’t enough to come up with effective problem solving strategies. 

To truly understand a problem and develop appropriate solutions, you will want to follow a solid process, follow the necessary problem solving steps, and bring all of your problem solving skills to the table.  

We’ll first guide you through the seven step problem solving process you and your team can use to effectively solve complex business challenges. We’ll also look at what problem solving strategies you can employ with your team when looking for a way to approach the process. We’ll then discuss the problem solving skills you need to be more effective at solving problems, complete with an activity from the SessionLab library you can use to develop that skill in your team.

Let’s get to it! 

What is a problem solving process?

• What are the problem solving steps I need to follow?

Problem solving strategies

What skills do i need to be an effective problem solver, how can i improve my problem solving skills.

Solving problems is like baking a cake. You can go straight into the kitchen without a recipe or the right ingredients and do your best, but the end result is unlikely to be very tasty!

Using a process to bake a cake allows you to use the best ingredients without waste, collect the right tools, account for allergies, decide whether it is a birthday or wedding cake, and then bake efficiently and on time. The result is a better cake that is fit for purpose, tastes better and has created less mess in the kitchen. Also, it should have chocolate sprinkles. Having a step by step process to solve organizational problems allows you to go through each stage methodically and ensure you are trying to solve the right problems and select the most appropriate, effective solutions.

What are the problem solving steps I need to follow? 

All problem solving processes go through a number of steps in order to move from identifying a problem to resolving it.

Depending on your problem solving model and who you ask, there can be anything between four and nine problem solving steps you should follow in order to find the right solution. Whatever framework you and your group use, there are some key items that should be addressed in order to have an effective process.

We’ve looked at problem solving processes from sources such as the American Society for Quality and their four step approach , and Mediate ‘s six step process. By reflecting on those and our own problem solving processes, we’ve come up with a sequence of seven problem solving steps we feel best covers everything you need in order to effectively solve problems.

1. Problem identification 

The first stage of any problem solving process is to identify the problem or problems you might want to solve. Effective problem solving strategies always begin by allowing a group scope to articulate what they believe the problem to be and then coming to some consensus over which problem they approach first. Problem solving activities used at this stage often have a focus on creating frank, open discussion so that potential problems can be brought to the surface.

2. Problem analysis 

Though this step is not a million miles from problem identification, problem analysis deserves to be considered separately. It can often be an overlooked part of the process and is instrumental when it comes to developing effective solutions.

The process of problem analysis means ensuring that the problem you are seeking to solve is the right problem . As part of this stage, you may look deeper and try to find the root cause of a specific problem at a team or organizational level.

Remember that problem solving strategies should not only be focused on putting out fires in the short term but developing long term solutions that deal with the root cause of organizational challenges. 

Whatever your approach, analyzing a problem is crucial in being able to select an appropriate solution and the problem solving skills deployed in this stage are beneficial for the rest of the process and ensuring the solutions you create are fit for purpose.

3. Solution generation

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

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

4. Solution development

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

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

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

5. Decision making 

Nearly there! Once your group has reached consensus and selected a solution that applies to the problem at hand you have some decisions to make. You will want to work on allocating ownership of the project, figure out who will do what, how the success of the solution will be measured and decide the next course of action.

The decision making stage is a part of the problem solving process that can get missed or taken as for granted. Fail to properly allocate roles and plan out how a solution will actually be implemented and it less likely to be successful in solving the problem.

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

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

6. Solution implementation 

This is what we were waiting for! All problem solving strategies have the end goal of implementing a solution and solving a problem in mind. 

Remember that in order for any solution to be successful, you need to help your group through all of the previous problem solving steps thoughtfully. Only then can you ensure that you are solving the right problem but also that you have developed the correct solution and can then successfully implement and measure the impact of that solution.

Project management and communication skills are key here – your solution may need to adjust when out in the wild or you might discover new challenges along the way.

7. Solution evaluation 

So you and your team developed a great solution to a problem and have a gut feeling its been solved. Work done, right? Wrong. All problem solving strategies benefit from evaluation, consideration, and feedback. You might find that the solution does not work for everyone, might create new problems, or is potentially so successful that you will want to roll it out to larger teams or as part of other initiatives. 

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

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

It’s worth underlining how important record keeping is throughout the problem solving process. If a solution didn’t work, you need to have the data and records to see why that was the case. If you go back to the drawing board, notes from the previous workshop can help save time. Data and insight is invaluable at every stage of the problem solving process and this one is no different.

Problem solving workshops made easy

Problem solving strategies are methods of approaching and facilitating the process of problem-solving with a set of techniques , actions, and processes. Different strategies are more effective if you are trying to solve broad problems such as achieving higher growth versus more focused problems like, how do we improve our customer onboarding process?

Broadly, the problem solving steps outlined above should be included in any problem solving strategy though choosing where to focus your time and what approaches should be taken is where they begin to differ. You might find that some strategies ask for the problem identification to be done prior to the session or that everything happens in the course of a one day workshop.

The key similarity is that all good problem solving strategies are structured and designed. Four hours of open discussion is never going to be as productive as a four-hour workshop designed to lead a group through a problem solving process.

Good problem solving strategies are tailored to the team, organization and problem you will be attempting to solve. Here are some example problem solving strategies you can learn from or use to get started.

Use a workshop to lead a team through a group process

Often, the first step to solving problems or organizational challenges is bringing a group together effectively. Most teams have the tools, knowledge, and expertise necessary to solve their challenges – they just need some guidance in how to use leverage those skills and a structure and format that allows people to focus their energies.

Facilitated workshops are one of the most effective ways of solving problems of any scale. By designing and planning your workshop carefully, you can tailor the approach and scope to best fit the needs of your team and organization. 

Problem solving workshop

• Creating a bespoke, tailored process
• Tackling problems of any size
• Building in-house workshop ability and encouraging their use

Workshops are an effective strategy for solving problems. By using tried and test facilitation techniques and methods, you can design and deliver a workshop that is perfectly suited to the unique variables of your organization. You may only have the capacity for a half-day workshop and so need a problem solving process to match. 

By using our session planner tool and importing methods from our library of 700+ facilitation techniques, you can create the right problem solving workshop for your team. It might be that you want to encourage creative thinking or look at things from a new angle to unblock your groups approach to problem solving. By tailoring your workshop design to the purpose, you can help ensure great results.

One of the main benefits of a workshop is the structured approach to problem solving. Not only does this mean that the workshop itself will be successful, but many of the methods and techniques will help your team improve their working processes outside of the workshop. 

We believe that workshops are one of the best tools you can use to improve the way your team works together. Start with a problem solving workshop and then see what team building, culture or design workshops can do for your organization!

Run a design sprint

Great for: 

• aligning large, multi-discipline teams
• quickly designing and testing solutions
• tackling large, complex organizational challenges and breaking them down into smaller tasks

By using design thinking principles and methods, a design sprint is a great way of identifying, prioritizing and prototyping solutions to long term challenges that can help solve major organizational problems with quick action and measurable results.

Some familiarity with design thinking is useful, though not integral, and this strategy can really help a team align if there is some discussion around which problems should be approached first. 

The stage-based structure of the design sprint is also very useful for teams new to design thinking.  The inspiration phase, where you look to competitors that have solved your problem, and the rapid prototyping and testing phases are great for introducing new concepts that will benefit a team in all their future work. 

It can be common for teams to look inward for solutions and so looking to the market for solutions you can iterate on can be very productive. Instilling an agile prototyping and testing mindset can also be great when helping teams move forwards – generating and testing solutions quickly can help save time in the long run and is also pretty exciting!

Break problems down into smaller issues

Organizational challenges and problems are often complicated and large scale in nature. Sometimes, trying to resolve such an issue in one swoop is simply unachievable or overwhelming. Try breaking down such problems into smaller issues that you can work on step by step. You may not be able to solve the problem of churning customers off the bat, but you can work with your team to identify smaller effort but high impact elements and work on those first.

This problem solving strategy can help a team generate momentum, prioritize and get some easy wins. It’s also a great strategy to employ with teams who are just beginning to learn how to approach the problem solving process. If you want some insight into a way to employ this strategy, we recommend looking at our design sprint template below!

Use guiding frameworks or try new methodologies

Some problems are best solved by introducing a major shift in perspective or by using new methodologies that encourage your team to think differently.

Props and tools such as Methodkit , which uses a card-based toolkit for facilitation, or Lego Serious Play can be great ways to engage your team and find an inclusive, democratic problem solving strategy. Remember that play and creativity are great tools for achieving change and whatever the challenge, engaging your participants can be very effective where other strategies may have failed.

LEGO Serious Play

• Improving core problem solving skills
• Thinking outside of the box
• Encouraging creative solutions

LEGO Serious Play is a problem solving methodology designed to get participants thinking differently by using 3D models and kinesthetic learning styles. By physically building LEGO models based on questions and exercises, participants are encouraged to think outside of the box and create their own responses. 

Collaborate LEGO Serious Play exercises are also used to encourage communication and build problem solving skills in a group. By using this problem solving process, you can often help different kinds of learners and personality types contribute and unblock organizational problems with creative thinking. 

Problem solving strategies like LEGO Serious Play are super effective at helping a team solve more skills-based problems such as communication between teams or a lack of creative thinking. Some problems are not suited to LEGO Serious Play and require a different problem solving strategy.

Card Decks and Method Kits

• New facilitators or non-facilitators 
• Approaching difficult subjects with a simple, creative framework
• Engaging those with varied learning styles

Card decks and method kids are great tools for those new to facilitation or for whom facilitation is not the primary role. Card decks such as the emotional culture deck can be used for complete workshops and in many cases, can be used right out of the box. Methodkit has a variety of kits designed for scenarios ranging from personal development through to personas and global challenges so you can find the right deck for your particular needs.

Having an easy to use framework that encourages creativity or a new approach can take some of the friction or planning difficulties out of the workshop process and energize a team in any setting. Simplicity is the key with these methods. By ensuring everyone on your team can get involved and engage with the process as quickly as possible can really contribute to the success of your problem solving strategy.

Source external advice

Looking to peers, experts and external facilitators can be a great way of approaching the problem solving process. Your team may not have the necessary expertise, insights of experience to tackle some issues, or you might simply benefit from a fresh perspective. Some problems may require bringing together an entire team, and coaching managers or team members individually might be the right approach. Remember that not all problems are best resolved in the same manner.

If you’re a solo entrepreneur, peer groups, coaches and mentors can also be invaluable at not only solving specific business problems, but in providing a support network for resolving future challenges. One great approach is to join a Mastermind Group and link up with like-minded individuals and all grow together. Remember that however you approach the sourcing of external advice, do so thoughtfully, respectfully and honestly. Reciprocate where you can and prepare to be surprised by just how kind and helpful your peers can be!

Mastermind Group

• Solo entrepreneurs or small teams with low capacity
• Peer learning and gaining outside expertise
• Getting multiple external points of view quickly

Problem solving in large organizations with lots of skilled team members is one thing, but how about if you work for yourself or in a very small team without the capacity to get the most from a design sprint or LEGO Serious Play session? 

A mastermind group – sometimes known as a peer advisory board – is where a group of people come together to support one another in their own goals, challenges, and businesses. Each participant comes to the group with their own purpose and the other members of the group will help them create solutions, brainstorm ideas, and support one another. 

Mastermind groups are very effective in creating an energized, supportive atmosphere that can deliver meaningful results. Learning from peers from outside of your organization or industry can really help unlock new ways of thinking and drive growth. Access to the experience and skills of your peers can be invaluable in helping fill the gaps in your own ability, particularly in young companies.

A mastermind group is a great solution for solo entrepreneurs, small teams, or for organizations that feel that external expertise or fresh perspectives will be beneficial for them. It is worth noting that Mastermind groups are often only as good as the participants and what they can bring to the group. Participants need to be committed, engaged and understand how to work in this context. 

Coaching and mentoring

• Focused learning and development
• Filling skills gaps
• Working on a range of challenges over time

Receiving advice from a business coach or building a mentor/mentee relationship can be an effective way of resolving certain challenges. The one-to-one format of most coaching and mentor relationships can really help solve the challenges those individuals are having and benefit the organization as a result.

A great mentor can be invaluable when it comes to spotting potential problems before they arise and coming to understand a mentee very well has a host of other business benefits. You might run an internal mentorship program to help develop your team’s problem solving skills and strategies or as part of a large learning and development program. External coaches can also be an important part of your problem solving strategy, filling skills gaps for your management team or helping with specific business issues. 

Now we’ve explored the problem solving process and the steps you will want to go through in order to have an effective session, let’s look at the skills you and your team need to be more effective problem solvers.

Problem solving skills are highly sought after, whatever industry or team you work in. Organizations are keen to employ people who are able to approach problems thoughtfully and find strong, realistic solutions. Whether you are a facilitator , a team leader or a developer, being an effective problem solver is a skill you’ll want to develop.

Problem solving skills form a whole suite of techniques and approaches that an individual uses to not only identify problems but to discuss them productively before then developing appropriate solutions.

Here are some of the most important problem solving skills everyone from executives to junior staff members should learn. We’ve also included an activity or exercise from the SessionLab library that can help you and your team develop that skill. 

If you’re running a workshop or training session to try and improve problem solving skills in your team, try using these methods to supercharge your process!

Active listening

Active listening is one of the most important skills anyone who works with people can possess. In short, active listening is a technique used to not only better understand what is being said by an individual, but also to be more aware of the underlying message the speaker is trying to convey. When it comes to problem solving, active listening is integral for understanding the position of every participant and to clarify the challenges, ideas and solutions they bring to the table.

Some active listening skills include:

• Paying complete attention to the speaker.
• Removing distractions.
• Avoid interruption.
• Taking the time to fully understand before preparing a rebuttal.
• Responding respectfully and appropriately.
• Demonstrate attentiveness and positivity with an open posture, making eye contact with the speaker, smiling and nodding if appropriate. Show that you are listening and encourage them to continue.
• Be aware of and respectful of feelings. Judge the situation and respond appropriately. You can disagree without being disrespectful.   
• Observe body language. 
• Paraphrase what was said in your own words, either mentally or verbally.
• Remain neutral. 
• Reflect and take a moment before responding.
• Ask deeper questions based on what is said and clarify points where necessary.   

Active Listening   #hyperisland   #skills   #active listening   #remote-friendly   This activity supports participants to reflect on a question and generate their own solutions using simple principles of active listening and peer coaching. It’s an excellent introduction to active listening but can also be used with groups that are already familiar with it. Participants work in groups of three and take turns being: “the subject”, the listener, and the observer.

Analytical skills

All problem solving models require strong analytical skills, particularly during the beginning of the process and when it comes to analyzing how solutions have performed.

Analytical skills are primarily focused on performing an effective analysis by collecting, studying and parsing data related to a problem or opportunity. 

It often involves spotting patterns, being able to see things from different perspectives and using observable facts and data to make suggestions or produce insight. 

Analytical skills are also important at every stage of the problem solving process and by having these skills, you can ensure that any ideas or solutions you create or backed up analytically and have been sufficiently thought out.

Nine Whys   #innovation   #issue analysis   #liberating structures   With breathtaking simplicity, you can rapidly clarify for individuals and a group what is essentially important in their work. You can quickly reveal when a compelling purpose is missing in a gathering and avoid moving forward without clarity. When a group discovers an unambiguous shared purpose, more freedom and more responsibility are unleashed. You have laid the foundation for spreading and scaling innovations with fidelity.

Collaboration

Trying to solve problems on your own is difficult. Being able to collaborate effectively, with a free exchange of ideas, to delegate and be a productive member of a team is hugely important to all problem solving strategies.

Remember that whatever your role, collaboration is integral, and in a problem solving process, you are all working together to find the best solution for everyone. 

Marshmallow challenge with debriefing   #teamwork   #team   #leadership   #collaboration   In eighteen minutes, teams must build the tallest free-standing structure out of 20 sticks of spaghetti, one yard of tape, one yard of string, and one marshmallow. The marshmallow needs to be on top. The Marshmallow Challenge was developed by Tom Wujec, who has done the activity with hundreds of groups around the world. Visit the Marshmallow Challenge website for more information. This version has an extra debriefing question added with sample questions focusing on roles within the team.

Communication  

Being an effective communicator means being empathetic, clear and succinct, asking the right questions, and demonstrating active listening skills throughout any discussion or meeting. 

In a problem solving setting, you need to communicate well in order to progress through each stage of the process effectively. As a team leader, it may also fall to you to facilitate communication between parties who may not see eye to eye. Effective communication also means helping others to express themselves and be heard in a group.

Bus Trip   #feedback   #communication   #appreciation   #closing   #thiagi   #team   This is one of my favourite feedback games. I use Bus Trip at the end of a training session or a meeting, and I use it all the time. The game creates a massive amount of energy with lots of smiles, laughs, and sometimes even a teardrop or two.

Creative problem solving skills can be some of the best tools in your arsenal. Thinking creatively, being able to generate lots of ideas and come up with out of the box solutions is useful at every step of the process. 

The kinds of problems you will likely discuss in a problem solving workshop are often difficult to solve, and by approaching things in a fresh, creative manner, you can often create more innovative solutions.

Having practical creative skills is also a boon when it comes to problem solving. If you can help create quality design sketches and prototypes in record time, it can help bring a team to alignment more quickly or provide a base for further iteration.

The paper clip method   #sharing   #creativity   #warm up   #idea generation   #brainstorming   The power of brainstorming. A training for project leaders, creativity training, and to catalyse getting new solutions.

Critical thinking

Critical thinking is one of the fundamental problem solving skills you’ll want to develop when working on developing solutions. Critical thinking is the ability to analyze, rationalize and evaluate while being aware of personal bias, outlying factors and remaining open-minded.

Defining and analyzing problems without deploying critical thinking skills can mean you and your team go down the wrong path. Developing solutions to complex issues requires critical thinking too – ensuring your team considers all possibilities and rationally evaluating them. 

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

Data analysis 

Though it shares lots of space with general analytical skills, data analysis skills are something you want to cultivate in their own right in order to be an effective problem solver.

Being good at data analysis doesn’t just mean being able to find insights from data, but also selecting the appropriate data for a given issue, interpreting it effectively and knowing how to model and present that data. Depending on the problem at hand, it might also include a working knowledge of specific data analysis tools and procedures. 

Having a solid grasp of data analysis techniques is useful if you’re leading a problem solving workshop but if you’re not an expert, don’t worry. Bring people into the group who has this skill set and help your team be more effective as a result.

Decision making

All problems need a solution and all solutions require that someone make the decision to implement them. Without strong decision making skills, teams can become bogged down in discussion and less effective as a result. 

Making decisions is a key part of the problem solving process. It’s important to remember that decision making is not restricted to the leadership team. Every staff member makes decisions every day and developing these skills ensures that your team is able to solve problems at any scale. Remember that making decisions does not mean leaping to the first solution but weighing up the options and coming to an informed, well thought out solution to any given problem that works for the whole team.

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

Dependability

Most complex organizational problems require multiple people to be involved in delivering the solution. Ensuring that the team and organization can depend on you to take the necessary actions and communicate where necessary is key to ensuring problems are solved effectively.

Being dependable also means working to deadlines and to brief. It is often a matter of creating trust in a team so that everyone can depend on one another to complete the agreed actions in the agreed time frame so that the team can move forward together. Being undependable can create problems of friction and can limit the effectiveness of your solutions so be sure to bear this in mind throughout a project. 

Team Purpose & Culture   #team   #hyperisland   #culture   #remote-friendly   This is an essential process designed to help teams define their purpose (why they exist) and their culture (how they work together to achieve that purpose). Defining these two things will help any team to be more focused and aligned. With support of tangible examples from other companies, the team members work as individuals and a group to codify the way they work together. The goal is a visual manifestation of both the purpose and culture that can be put up in the team’s work space.

Emotional intelligence

Emotional intelligence is an important skill for any successful team member, whether communicating internally or with clients or users. In the problem solving process, emotional intelligence means being attuned to how people are feeling and thinking, communicating effectively and being self-aware of what you bring to a room. 

There are often differences of opinion when working through problem solving processes, and it can be easy to let things become impassioned or combative. Developing your emotional intelligence means being empathetic to your colleagues and managing your own emotions throughout the problem and solution process. Be kind, be thoughtful and put your points across care and attention. 

Being emotionally intelligent is a skill for life and by deploying it at work, you can not only work efficiently but empathetically. Check out the emotional culture workshop template for more!

Facilitation

As we’ve clarified in our facilitation skills post, facilitation is the art of leading people through processes towards agreed-upon objectives in a manner that encourages participation, ownership, and creativity by all those involved. While facilitation is a set of interrelated skills in itself, the broad definition of facilitation can be invaluable when it comes to problem solving. Leading a team through a problem solving process is made more effective if you improve and utilize facilitation skills – whether you’re a manager, team leader or external stakeholder.

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

Flexibility 

Being flexible is a vital skill when it comes to problem solving. This does not mean immediately bowing to pressure or changing your opinion quickly: instead, being flexible is all about seeing things from new perspectives, receiving new information and factoring it into your thought process.

Flexibility is also important when it comes to rolling out solutions. It might be that other organizational projects have greater priority or require the same resources as your chosen solution. Being flexible means understanding needs and challenges across the team and being open to shifting or arranging your own schedule as necessary. Again, this does not mean immediately making way for other projects. It’s about articulating your own needs, understanding the needs of others and being able to come to a meaningful compromise.

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

Working in any group can lead to unconscious elements of groupthink or situations in which you may not wish to be entirely honest. Disagreeing with the opinions of the executive team or wishing to save the feelings of a coworker can be tricky to navigate, but being honest is absolutely vital when to comes to developing effective solutions and ensuring your voice is heard. 

Remember that being honest does not mean being brutally candid. You can deliver your honest feedback and opinions thoughtfully and without creating friction by using other skills such as emotional intelligence. 

Explore your Values   #hyperisland   #skills   #values   #remote-friendly   Your Values is an exercise for participants to explore what their most important values are. It’s done in an intuitive and rapid way to encourage participants to follow their intuitive feeling rather than over-thinking and finding the “correct” values. It is a good exercise to use to initiate reflection and dialogue around personal values.

Initiative 

The problem solving process is multi-faceted and requires different approaches at certain points of the process. Taking initiative to bring problems to the attention of the team, collect data or lead the solution creating process is always valuable. You might even roadtest your own small scale solutions or brainstorm before a session. Taking initiative is particularly effective if you have good deal of knowledge in that area or have ownership of a particular project and want to get things kickstarted.

That said, be sure to remember to honor the process and work in service of the team. If you are asked to own one part of the problem solving process and you don’t complete that task because your initiative leads you to work on something else, that’s not an effective method of solving business challenges.

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

Impartiality

A particularly useful problem solving skill for product owners or managers is the ability to remain impartial throughout much of the process. In practice, this means treating all points of view and ideas brought forward in a meeting equally and ensuring that your own areas of interest or ownership are not favored over others. 

There may be a stage in the process where a decision maker has to weigh the cost and ROI of possible solutions against the company roadmap though even then, ensuring that the decision made is based on merit and not personal opinion. 

Empathy map   #frame insights   #create   #design   #issue analysis   An empathy map is a tool to help a design team to empathize with the people they are designing for. You can make an empathy map for a group of people or for a persona. To be used after doing personas when more insights are needed.

Being a good leader means getting a team aligned, energized and focused around a common goal. In the problem solving process, strong leadership helps ensure that the process is efficient, that any conflicts are resolved and that a team is managed in the direction of success.

It’s common for managers or executives to assume this role in a problem solving workshop, though it’s important that the leader maintains impartiality and does not bulldoze the group in a particular direction. Remember that good leadership means working in service of the purpose and team and ensuring the workshop is a safe space for employees of any level to contribute. Take a look at our leadership games and activities post for more exercises and methods to help improve leadership in your organization.

Leadership Pizza   #leadership   #team   #remote-friendly   This leadership development activity offers a self-assessment framework for people to first identify what skills, attributes and attitudes they find important for effective leadership, and then assess their own development and initiate goal setting.

In the context of problem solving, mediation is important in keeping a team engaged, happy and free of conflict. When leading or facilitating a problem solving workshop, you are likely to run into differences of opinion. Depending on the nature of the problem, certain issues may be brought up that are emotive in nature. 

Being an effective mediator means helping those people on either side of such a divide are heard, listen to one another and encouraged to find common ground and a resolution. Mediating skills are useful for leaders and managers in many situations and the problem solving process is no different.

Conflict Responses   #hyperisland   #team   #issue resolution   A workshop for a team to reflect on past conflicts, and use them to generate guidelines for effective conflict handling. The workshop uses the Thomas-Killman model of conflict responses to frame a reflective discussion. Use it to open up a discussion around conflict with a team.

Planning 

Solving organizational problems is much more effective when following a process or problem solving model. Planning skills are vital in order to structure, deliver and follow-through on a problem solving workshop and ensure your solutions are intelligently deployed.

Planning skills include the ability to organize tasks and a team, plan and design the process and take into account any potential challenges. Taking the time to plan carefully can save time and frustration later in the process and is valuable for ensuring a team is positioned for success.

3 Action Steps   #hyperisland   #action   #remote-friendly   This is a small-scale strategic planning session that helps groups and individuals to take action toward a desired change. It is often used at the end of a workshop or programme. The group discusses and agrees on a vision, then creates some action steps that will lead them towards that vision. The scope of the challenge is also defined, through discussion of the helpful and harmful factors influencing the group.

Prioritization

As organisations grow, the scale and variation of problems they face multiplies. Your team or is likely to face numerous challenges in different areas and so having the skills to analyze and prioritize becomes very important, particularly for those in leadership roles.

A thorough problem solving process is likely to deliver multiple solutions and you may have several different problems you wish to solve simultaneously. Prioritization is the ability to measure the importance, value, and effectiveness of those possible solutions and choose which to enact and in what order. The process of prioritization is integral in ensuring the biggest challenges are addressed with the most impactful solutions.

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

Project management

Some problem solving skills are utilized in a workshop or ideation phases, while others come in useful when it comes to decision making. Overseeing an entire problem solving process and ensuring its success requires strong project management skills. 

While project management incorporates many of the other skills listed here, it is important to note the distinction of considering all of the factors of a project and managing them successfully. Being able to negotiate with stakeholders, manage tasks, time and people, consider costs and ROI, and tie everything together is massively helpful when going through the problem solving process. 

Record keeping

Working out meaningful solutions to organizational challenges is only one part of the process.  Thoughtfully documenting and keeping records of each problem solving step for future consultation is important in ensuring efficiency and meaningful change. 

For example, some problems may be lower priority than others but can be revisited in the future. If the team has ideated on solutions and found some are not up to the task, record those so you can rule them out and avoiding repeating work. Keeping records of the process also helps you improve and refine your problem solving model next time around!

Personal Kanban   #gamestorming   #action   #agile   #project planning   Personal Kanban is a tool for organizing your work to be more efficient and productive. It is based on agile methods and principles.

Research skills

Conducting research to support both the identification of problems and the development of appropriate solutions is important for an effective process. Knowing where to go to collect research, how to conduct research efficiently, and identifying pieces of research are relevant are all things a good researcher can do well. 

In larger groups, not everyone has to demonstrate this ability in order for a problem solving workshop to be effective. That said, having people with research skills involved in the process, particularly if they have existing area knowledge, can help ensure the solutions that are developed with data that supports their intention. Remember that being able to deliver the results of research efficiently and in a way the team can easily understand is also important. The best data in the world is only as effective as how it is delivered and interpreted.

Customer experience map   #ideation   #concepts   #research   #design   #issue analysis   #remote-friendly   Customer experience mapping is a method of documenting and visualizing the experience a customer has as they use the product or service. It also maps out their responses to their experiences. To be used when there is a solution (even in a conceptual stage) that can be analyzed.

Risk management

Managing risk is an often overlooked part of the problem solving process. Solutions are often developed with the intention of reducing exposure to risk or solving issues that create risk but sometimes, great solutions are more experimental in nature and as such, deploying them needs to be carefully considered. 

Managing risk means acknowledging that there may be risks associated with more out of the box solutions or trying new things, but that this must be measured against the possible benefits and other organizational factors. 

Be informed, get the right data and stakeholders in the room and you can appropriately factor risk into your decision making process. 

Decisions, Decisions…   #communication   #decision making   #thiagi   #action   #issue analysis   When it comes to decision-making, why are some of us more prone to take risks while others are risk-averse? One explanation might be the way the decision and options were presented.  This exercise, based on Kahneman and Tversky’s classic study , illustrates how the framing effect influences our judgement and our ability to make decisions . The participants are divided into two groups. Both groups are presented with the same problem and two alternative programs for solving them. The two programs both have the same consequences but are presented differently. The debriefing discussion examines how the framing of the program impacted the participant’s decision.

Team-building 

No single person is as good at problem solving as a team. Building an effective team and helping them come together around a common purpose is one of the most important problem solving skills, doubly so for leaders. By bringing a team together and helping them work efficiently, you pave the way for team ownership of a problem and the development of effective solutions. 

In a problem solving workshop, it can be tempting to jump right into the deep end, though taking the time to break the ice, energize the team and align them with a game or exercise will pay off over the course of the day.

Remember that you will likely go through the problem solving process multiple times over an organization’s lifespan and building a strong team culture will make future problem solving more effective. It’s also great to work with people you know, trust and have fun with. Working on team building in and out of the problem solving process is a hallmark of successful teams that can work together to solve business problems.

9 Dimensions Team Building Activity   #ice breaker   #teambuilding   #team   #remote-friendly   9 Dimensions is a powerful activity designed to build relationships and trust among team members. There are 2 variations of this icebreaker. The first version is for teams who want to get to know each other better. The second version is for teams who want to explore how they are working together as a team.

Time management 

The problem solving process is designed to lead a team from identifying a problem through to delivering a solution and evaluating its effectiveness. Without effective time management skills or timeboxing of tasks, it can be easy for a team to get bogged down or be inefficient.

By using a problem solving model and carefully designing your workshop, you can allocate time efficiently and trust that the process will deliver the results you need in a good timeframe.

Time management also comes into play when it comes to rolling out solutions, particularly those that are experimental in nature. Having a clear timeframe for implementing and evaluating solutions is vital for ensuring their success and being able to pivot if necessary.

Improving your skills at problem solving is often a career-long pursuit though there are methods you can use to make the learning process more efficient and to supercharge your problem solving skillset.

Remember that the skills you need to be a great problem solver have a large overlap with those skills you need to be effective in any role. Investing time and effort to develop your active listening or critical thinking skills is valuable in any context. Here are 7 ways to improve your problem solving skills.

Share best practices

Remember that your team is an excellent source of skills, wisdom, and techniques and that you should all take advantage of one another where possible. Best practices that one team has for solving problems, conducting research or making decisions should be shared across the organization. If you have in-house staff that have done active listening training or are data analysis pros, have them lead a training session. 

Your team is one of your best resources. Create space and internal processes for the sharing of skills so that you can all grow together. 

Ask for help and attend training

Once you’ve figured out you have a skills gap, the next step is to take action to fill that skills gap. That might be by asking your superior for training or coaching, or liaising with team members with that skill set. You might even attend specialized training for certain skills – active listening or critical thinking, for example, are business-critical skills that are regularly offered as part of a training scheme.

Whatever method you choose, remember that taking action of some description is necessary for growth. Whether that means practicing, getting help, attending training or doing some background reading, taking active steps to improve your skills is the way to go.

Learn a process 

Problem solving can be complicated, particularly when attempting to solve large problems for the first time. Using a problem solving process helps give structure to your problem solving efforts and focus on creating outcomes, rather than worrying about the format. 

Tools such as the seven-step problem solving process above are effective because not only do they feature steps that will help a team solve problems, they also develop skills along the way. Each step asks for people to engage with the process using different skills and in doing so, helps the team learn and grow together. Group processes of varying complexity and purpose can also be found in the SessionLab library of facilitation techniques . Using a tried and tested process and really help ease the learning curve for both those leading such a process, as well as those undergoing the purpose.

Effective teams make decisions about where they should and shouldn’t expend additional effort. By using a problem solving process, you can focus on the things that matter, rather than stumbling towards a solution haphazardly. 

Create a feedback loop

Some skills gaps are more obvious than others. It’s possible that your perception of your active listening skills differs from those of your colleagues. 

It’s valuable to create a system where team members can provide feedback in an ordered and friendly manner so they can all learn from one another. Only by identifying areas of improvement can you then work to improve them. 

Remember that feedback systems require oversight and consideration so that they don’t turn into a place to complain about colleagues. Design the system intelligently so that you encourage the creation of learning opportunities, rather than encouraging people to list their pet peeves.

While practice might not make perfect, it does make the problem solving process easier. If you are having trouble with critical thinking, don’t shy away from doing it. Get involved where you can and stretch those muscles as regularly as possible. 

Problem solving skills come more naturally to some than to others and that’s okay. Take opportunities to get involved and see where you can practice your skills in situations outside of a workshop context. Try collaborating in other circumstances at work or conduct data analysis on your own projects. You can often develop those skills you need for problem solving simply by doing them. Get involved!

Use expert exercises and methods

Learn from the best. Our library of 700+ facilitation techniques is full of activities and methods that help develop the skills you need to be an effective problem solver. Check out our templates to see how to approach problem solving and other organizational challenges in a structured and intelligent manner.

There is no single approach to improving problem solving skills, but by using the techniques employed by others you can learn from their example and develop processes that have seen proven results. 

Try new ways of thinking and change your mindset

Using tried and tested exercises that you know well can help deliver results, but you do run the risk of missing out on the learning opportunities offered by new approaches. As with the problem solving process, changing your mindset can remove blockages and be used to develop your problem solving skills.

Most teams have members with mixed skill sets and specialties. Mix people from different teams and share skills and different points of view. Teach your customer support team how to use design thinking methods or help your developers with conflict resolution techniques. Try switching perspectives with facilitation techniques like Flip It! or by using new problem solving methodologies or models. Give design thinking, liberating structures or lego serious play a try if you want to try a new approach. You will find that framing problems in new ways and using existing skills in new contexts can be hugely useful for personal development and improving your skillset. It’s also a lot of fun to try new things. Give it a go!

Encountering business challenges and needing to find appropriate solutions is not unique to your organization. Lots of very smart people have developed methods, theories and approaches to help develop problem solving skills and create effective solutions. Learn from them!

Books like The Art of Thinking Clearly , Think Smarter, or Thinking Fast, Thinking Slow are great places to start, though it’s also worth looking at blogs related to organizations facing similar problems to yours, or browsing for success stories. Seeing how Dropbox massively increased growth and working backward can help you see the skills or approach you might be lacking to solve that same problem. Learning from others by reading their stories or approaches can be time-consuming but ultimately rewarding.

A tired, distracted mind is not in the best position to learn new skills. It can be tempted to burn the candle at both ends and develop problem solving skills outside of work. Absolutely use your time effectively and take opportunities for self-improvement, though remember that rest is hugely important and that without letting your brain rest, you cannot be at your most effective. 

Creating distance between yourself and the problem you might be facing can also be useful. By letting an idea sit, you can find that a better one presents itself or you can develop it further. Take regular breaks when working and create a space for downtime. Remember that working smarter is preferable to working harder and that self-care is important for any effective learning or improvement process.

Want to design better group processes?

Over to you

Now we’ve explored some of the key problem solving skills and the problem solving steps necessary for an effective process, you’re ready to begin developing more effective solutions and leading problem solving workshops.

Need more inspiration? Check out our post on problem solving activities you can use when guiding a group towards a great solution in your next workshop or meeting. Have questions? Did you have a great problem solving technique you use with your team? Get in touch in the comments below. We’d love to chat!

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19 Sep 2020

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

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

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

Step #1: Identify the Problem

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

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

Ultimately, all problems fall into three basic cause types:

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

Step #2: List All Possible Solutions

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

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

Step #3: Evaluate the Solutions

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

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

Step #4: Pick the Best Solution

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

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

Step #5: Document the Selected Solution

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

Step #6: Create a Contingency Plan

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

What Would You Do?

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

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

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

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

How would you tackle the problems outlined in these scenarios?

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

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What's Next?

You may also be interested in, 10 golden rules for new project managers.

• Today dozens of new project managers will start their first project, a daunting prospect. Here are my tips for surviving life as a project manager.

5 Reasons to Kill IT Projects

• A survey of IT experts revealed 43% of their organisations had recently killed an IT project. Here are the top five reasons for terminating projects prior to completion.

So You Want to Be a Project Manager

• Not sure what skills it takes to become a Project Manager? This article lists the six key skills required to be a successful project manager.

Hiring for a Competitive Advantage

• Making hiring decisions based upon skill or personality alone can only take a business so far. By blending the two, organisations will gain a competitive advantage.

The Art of Following Up

July 17, 2015

The terms “following up” and “circling back” are thrown around an office 100 times a day (seriously, you have probably read or sent an email in the last five minutes with one of those phrases in it). Theoretically, this should be a good thing – “following up” means you are on top of things, that you are keeping up with your deadlines, and your team is completing everything you promised. Right?

Wrong. In reality, ‘following up’ is much less glamorous, and frequently met with disdain; it turns out not everyone loves to be repeatedly reminded they are late on a deadline or are getting one more thing added to their plate.

In this context, being the person in charge of following up can be scary and intimidating, but it does not have to be. There is an art to effective follow-up, and when done right it can be both efficient and incredibly empowering. Whether you are a first time Project Manager or have been following up with people for years, here are some tricks and tips to maximize your success.

8 TIPS FOR EFFECTIVE FOLLOW-UP

1. Set expectations. Helping a multi-person team create a single deliverable requires everyone have an understanding of both their responsibilities and deadlines; how can you expect something to happen if no one knows about it? By creating a timeline, sending out meeting notes, and clarifying all project details, you will equip your team with all the information they need to prepare and to plan.

2. Adapt your communication style. Chances are your team will be filled with a variety of personalities and work styles, so do not be surprised if the same method of follow-up does not work for everyone. Spend time learning about what works best for each person on your team and adapt your approach accordingly. Also, do not be afraid to get creative! It does not matter if you leave a post-it note, send an email, or assign a task on Basecamp as long as the task gets accomplished.

3. Do not cry wolf. Yes, everything must have a deadline, and, yes, chances are it will not be that far away. That still does not mean everything needs to be done by tomorrow. Reserve your urgent requests for the true emergencies, and your team will thank you.

4. Be consistent. Make a habit of following up with people on a regular basis, and they will come to expect it. If you need to, set some time aside every day to lay out your to-do list and make your rounds. This will not only help you find your rhythm, but will give your team peace of mind knowing you are on top of things.

5. Look at the big picture. The most effective follow-up is served with a healthy side of problem solving; you need to get to the bottom of why things are not getting done before you can figure out how to move forward. If you ask your team what else they are working on and help them prioritize tasks based on size or deadline, you will actually see their stress disappear with your own two eyes.

6. Take ownership. The follow-up necessary to complete a deliverable is just as critical as the deliverable itself; it is as specific a task as doing keyword research or creating ad copy. If you commit to your deadline and take your role in the process seriously, your team will flourish.

7. Do not be shy. Following up is part of your role on the team, and deep down everyone understands this even if they push back a bit. Listen to your team and accept their feedback, but do not let any negativity slow you down. Stay firm on the things you know are important and keep on keepin’ on.

8. Say thank you. Everyone likes to be appreciated for their hard work, and your team is no exception. Yes, what you are asking of them is part of their job, but you will be shocked how much more enjoyable things become (and quicker they get done!) when you acknowledge their contributions.

When it is all said and done, here is the truth: the person who keeps the conversation going and tirelessly pushes deliverables through to completion is the lynchpin of the team. They ensure nothing gets dropped, that the team follows through on every project, and that the client receives the highest-quality work. “Following up” is the thing we love to hate, but it is a necessary evil that is here to stay.

Now, go forth and follow up!

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10 Problem-solving strategies to turn challenges on their head

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What is an example of problem-solving?

What are the 5 steps to problem-solving, 10 effective problem-solving strategies, what skills do efficient problem solvers have, how to improve your problem-solving skills.

Problems come in all shapes and sizes — from workplace conflict to budget cuts.

Creative problem-solving is one of the most in-demand skills in all roles and industries. It can boost an organization’s human capital and give it a competitive edge. 

Problem-solving strategies are ways of approaching problems that can help you look beyond the obvious answers and find the best solution to your problem . 

Let’s take a look at a five-step problem-solving process and how to combine it with proven problem-solving strategies. This will give you the tools and skills to solve even your most complex problems.

Good problem-solving is an essential part of the decision-making process . To see what a problem-solving process might look like in real life, let’s take a common problem for SaaS brands — decreasing customer churn rates.

To solve this problem, the company must first identify it. In this case, the problem is that the churn rate is too high. 

Next, they need to identify the root causes of the problem. This could be anything from their customer service experience to their email marketing campaigns. If there are several problems, they will need a separate problem-solving process for each one. 

Let’s say the problem is with email marketing — they’re not nurturing existing customers. Now that they’ve identified the problem, they can start using problem-solving strategies to look for solutions. 

This might look like coming up with special offers, discounts, or bonuses for existing customers. They need to find ways to remind them to use their products and services while providing added value. This will encourage customers to keep paying their monthly subscriptions.

They might also want to add incentives, such as access to a premium service at no extra cost after 12 months of membership. They could publish blog posts that help their customers solve common problems and share them as an email newsletter.

The company should set targets and a time frame in which to achieve them. This will allow leaders to measure progress and identify which actions yield the best results.

Perhaps you’ve got a problem you need to tackle. Or maybe you want to be prepared the next time one arises. Either way, it’s a good idea to get familiar with the five steps of problem-solving. 

Use this step-by-step problem-solving method with the strategies in the following section to find possible solutions to your problem.

1. Identify the problem

The first step is to know which problem you need to solve. Then, you need to find the root cause of the problem. 

The best course of action is to gather as much data as possible, speak to the people involved, and separate facts from opinions. 

Once this is done, formulate a statement that describes the problem. Use rational persuasion to make sure your team agrees .

2. Break the problem down 

Identifying the problem allows you to see which steps need to be taken to solve it. 

First, break the problem down into achievable blocks. Then, use strategic planning to set a time frame in which to solve the problem and establish a timeline for the completion of each stage.

3. Generate potential solutions

At this stage, the aim isn’t to evaluate possible solutions but to generate as many ideas as possible. 

Encourage your team to use creative thinking and be patient — the best solution may not be the first or most obvious one.

Use one or more of the different strategies in the following section to help come up with solutions — the more creative, the better.

4. Evaluate the possible solutions

Once you’ve generated potential solutions, narrow them down to a shortlist. Then, evaluate the options on your shortlist. 

There are usually many factors to consider. So when evaluating a solution, ask yourself the following questions:

• Will my team be on board with the proposition?
• Does the solution align with organizational goals ?
• Is the solution likely to achieve the desired outcomes?
• Is the solution realistic and possible with current resources and constraints?
• Will the solution solve the problem without causing additional unintended problems?

5. Implement and monitor the solutions

Once you’ve identified your solution and got buy-in from your team, it’s time to implement it. 

But the work doesn’t stop there. You need to monitor your solution to see whether it actually solves your problem. 

Request regular feedback from the team members involved and have a monitoring and evaluation plan in place to measure progress.

If the solution doesn’t achieve your desired results, start this step-by-step process again.

There are many different ways to approach problem-solving. Each is suitable for different types of problems. 

The most appropriate problem-solving techniques will depend on your specific problem. You may need to experiment with several strategies before you find a workable solution.

Here are 10 effective problem-solving strategies for you to try:

• Use a solution that worked before
• Brainstorming
• Work backward
• Use the Kipling method
• Draw the problem
• Use trial and error
• Sleep on it
• Get advice from your peers
• Use the Pareto principle
• Add successful solutions to your toolkit

Let’s break each of these down.

1. Use a solution that worked before

It might seem obvious, but if you’ve faced similar problems in the past, look back to what worked then. See if any of the solutions could apply to your current situation and, if so, replicate them.

2. Brainstorming

The more people you enlist to help solve the problem, the more potential solutions you can come up with.

Use different brainstorming techniques to workshop potential solutions with your team. They’ll likely bring something you haven’t thought of to the table.

3. Work backward

Working backward is a way to reverse engineer your problem. Imagine your problem has been solved, and make that the starting point.

Then, retrace your steps back to where you are now. This can help you see which course of action may be most effective.

4. Use the Kipling method

This is a method that poses six questions based on Rudyard Kipling’s poem, “ I Keep Six Honest Serving Men .” 

• What is the problem?
• Why is the problem important?
• When did the problem arise, and when does it need to be solved?
• How did the problem happen?
• Where is the problem occurring?
• Who does the problem affect?

Answering these questions can help you identify possible solutions.

5. Draw the problem

Sometimes it can be difficult to visualize all the components and moving parts of a problem and its solution. Drawing a diagram can help.

This technique is particularly helpful for solving process-related problems. For example, a product development team might want to decrease the time they take to fix bugs and create new iterations. Drawing the processes involved can help you see where improvements can be made.

6. Use trial-and-error

A trial-and-error approach can be useful when you have several possible solutions and want to test them to see which one works best.

7. Sleep on it

Finding the best solution to a problem is a process. Remember to take breaks and get enough rest . Sometimes, a walk around the block can bring inspiration, but you should sleep on it if possible.

A good night’s sleep helps us find creative solutions to problems. This is because when you sleep, your brain sorts through the day’s events and stores them as memories. This enables you to process your ideas at a subconscious level. 

If possible, give yourself a few days to develop and analyze possible solutions. You may find you have greater clarity after sleeping on it. Your mind will also be fresh, so you’ll be able to make better decisions.

8. Get advice from your peers

Getting input from a group of people can help you find solutions you may not have thought of on your own. 

For solo entrepreneurs or freelancers, this might look like hiring a coach or mentor or joining a mastermind group. 

For leaders , it might be consulting other members of the leadership team or working with a business coach .

It’s important to recognize you might not have all the skills, experience, or knowledge necessary to find a solution alone. 

9. Use the Pareto principle

The Pareto principle — also known as the 80/20 rule — can help you identify possible root causes and potential solutions for your problems.

Although it’s not a mathematical law, it’s a principle found throughout many aspects of business and life. For example, 20% of the sales reps in a company might close 80% of the sales. 

You may be able to narrow down the causes of your problem by applying the Pareto principle. This can also help you identify the most appropriate solutions.

10. Add successful solutions to your toolkit

Every situation is different, and the same solutions might not always work. But by keeping a record of successful problem-solving strategies, you can build up a solutions toolkit. 

These solutions may be applicable to future problems. Even if not, they may save you some of the time and work needed to come up with a new solution.

Improving problem-solving skills is essential for professional development — both yours and your team’s. Here are some of the key skills of effective problem solvers:

• Critical thinking and analytical skills
• Communication skills , including active listening
• Decision-making
• Planning and prioritization
• Emotional intelligence , including empathy and emotional regulation
• Time management
• Data analysis
• Research skills
• Project management

And they see problems as opportunities. Everyone is born with problem-solving skills. But accessing these abilities depends on how we view problems. Effective problem-solvers see problems as opportunities to learn and improve.

Ready to work on your problem-solving abilities? Get started with these seven tips.

1. Build your problem-solving skills

One of the best ways to improve your problem-solving skills is to learn from experts. Consider enrolling in organizational training , shadowing a mentor , or working with a coach .

2. Practice

Practice using your new problem-solving skills by applying them to smaller problems you might encounter in your daily life. 

Alternatively, imagine problematic scenarios that might arise at work and use problem-solving strategies to find hypothetical solutions.

3. Don’t try to find a solution right away

Often, the first solution you think of to solve a problem isn’t the most appropriate or effective.

Instead of thinking on the spot, give yourself time and use one or more of the problem-solving strategies above to activate your creative thinking. 

4. Ask for feedback

Receiving feedback is always important for learning and growth. Your perception of your problem-solving skills may be different from that of your colleagues. They can provide insights that help you improve. 

5. Learn new approaches and methodologies

There are entire books written about problem-solving methodologies if you want to take a deep dive into the subject. 

We recommend starting with “ Fixed — How to Perfect the Fine Art of Problem Solving ” by Amy E. Herman. 

6. Experiment

Tried-and-tested problem-solving techniques can be useful. However, they don’t teach you how to innovate and develop your own problem-solving approaches. 

Sometimes, an unconventional approach can lead to the development of a brilliant new idea or strategy. So don’t be afraid to suggest your most “out there” ideas.

7. Analyze the success of your competitors

Do you have competitors who have already solved the problem you’re facing? Look at what they did, and work backward to solve your own problem. 

For example, Netflix started in the 1990s as a DVD mail-rental company. Its main competitor at the time was Blockbuster. 

But when streaming became the norm in the early 2000s, both companies faced a crisis. Netflix innovated, unveiling its streaming service in 2007. 

If Blockbuster had followed Netflix’s example, it might have survived. Instead, it declared bankruptcy in 2010.

Use problem-solving strategies to uplevel your business

When facing a problem, it’s worth taking the time to find the right solution. 

Otherwise, we risk either running away from our problems or headlong into solutions. When we do this, we might miss out on other, better options.

Use the problem-solving strategies outlined above to find innovative solutions to your business’ most perplexing problems.

If you’re ready to take problem-solving to the next level, request a demo with BetterUp . Our expert coaches specialize in helping teams develop and implement strategies that work.

Boost your productivity

Maximize your time and productivity with strategies from our expert coaches.

Elizabeth Perry, ACC

Elizabeth Perry is a Coach Community Manager at BetterUp. She uses strategic engagement strategies to cultivate a learning community across a global network of Coaches through in-person and virtual experiences, technology-enabled platforms, and strategic coaching industry partnerships. With over 3 years of coaching experience and a certification in transformative leadership and life coaching from Sofia University, Elizabeth leverages transpersonal psychology expertise to help coaches and clients gain awareness of their behavioral and thought patterns, discover their purpose and passions, and elevate their potential. She is a lifelong student of psychology, personal growth, and human potential as well as an ICF-certified ACC transpersonal life and leadership Coach.

8 creative solutions to your most challenging problems

5 problem-solving questions to prepare you for your next interview, what are metacognitive skills examples in everyday life, 31 examples of problem solving performance review phrases, what is lateral thinking 7 techniques to encourage creative ideas, leadership activities that encourage employee engagement, learn what process mapping is and how to create one (+ examples), how much do distractions cost 8 effects of lack of focus, can dreams help you solve problems 6 ways to try, similar articles, the pareto principle: how the 80/20 rule can help you do more with less, thinking outside the box: 8 ways to become a creative problem solver, experimentation brings innovation: create an experimental workplace, effective problem statements have these 5 components, contingency planning: 4 steps to prepare for the unexpected, stay connected with betterup, get our newsletter, event invites, plus product insights and research..

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• How to solve problems using the design ...

How to solve problems using the design thinking process

The design thinking process is a problem-solving design methodology that helps you develop solutions in a human-focused way. Initially designed at Stanford’s d.school, the five stage design thinking method can help solve ambiguous questions, or more open-ended problems. Learn how these five steps can help your team create innovative solutions to complex problems.

As humans, we’re approached with problems every single day. But how often do we come up with solutions to everyday problems that put the needs of individual humans first?

This is how the design thinking process started.

What is the design thinking process?

The design thinking process is a problem-solving design methodology that helps you tackle complex problems by framing the issue in a human-centric way. The design thinking process works especially well for problems that are not clearly defined or have a more ambiguous goal.

One of the first individuals to write about design thinking was John E. Arnold, a mechanical engineering professor at Stanford. Arnold wrote about four major areas of design thinking in his book, “Creative Engineering” in 1959. His work was later taught at Stanford’s Hasso-Plattner Institute of Design (also known as d.school), a design institute that pioneered the design thinking process. 

This eventually led Nobel Prize laureate Herbert Simon to outline one of the first iterations of the design thinking process in his 1969 book, “The Sciences of the Artificial.” While there are many different variations of design thinking, “The Sciences of the Artificial” is often credited as the basis. 

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A non-linear design thinking approach

Design thinking is not a linear process. It’s important to understand that each stage of the process can (and should) inform the other steps. For example, when you’re going through user testing, you may learn about a new problem that didn’t come up during any of the previous stages. You may learn more about your target personas during the final testing phase, or discover that your initial problem statement can actually help solve even more problems, so you need to redefine the statement to include those as well. 

Why use the design thinking process

The design thinking process is not the most intuitive way to solve a problem, but the results that come from it are worth the effort. Here are a few other reasons why implementing the design thinking process for your team is worth it.

Focus on problem solving

As human beings, we often don’t go out of our way to find problems. Since there’s always an abundance of problems to solve, we’re used to solving problems as they occur. The design thinking process forces you to look at problems from many different points of view. 

The design thinking process requires focusing on human needs and behaviors, and how to create a solution to match those needs. This focus on problem solving can help your design team come up with creative solutions for complex problems. 

Encourages collaboration and teamwork

The design thinking process cannot happen in a silo. It requires many different viewpoints from designers, future customers, and other stakeholders . Brainstorming sessions and collaboration are the backbone of the design thinking process.

Foster innovation

The design thinking process focuses on finding creative solutions that cater to human needs. This means your team is looking to find creative solutions for hyper specific and complex problems. If they’re solving unique problems, then the solutions they’re creating must be equally unique.

The iterative process of the design thinking process means that the innovation doesn’t have to end—your team can continue to update the usability of your product to ensure that your target audience’s problems are effectively solved. 

The 5 stages of design thinking

Currently, one of the more popular models of design thinking is the model proposed by the Hasso-Plattner Institute of Design (or d.school) at Stanford. The main reason for its popularity is because of the success this process had in successful companies like Google, Apple, Toyota, and Nike. Here are the five steps designated by the d.school model that have helped many companies succeed.

1. Empathize stage

The first stage of the design thinking process is to look at the problem you’re trying to solve in an empathetic manner. To get an accurate representation of how the problem affects people, actively look for people who encountered this problem previously. Asking them how they would have liked to have the issue resolved is a good place to start, especially because of the human-centric nature of the design thinking process. 

Empathy is an incredibly important aspect of the design thinking process.  The design thinking process requires the designers to put aside any assumptions and unconscious biases they may have about the situation and put themselves in someone else’s shoes. 

For example, if your team is looking to fix the employee onboarding process at your company, you may interview recent new hires to see how their onboarding experience went. Another option is to have a more tenured team member go through the onboarding process so they can experience exactly what a new hire experiences.

2. Define stage

Sometimes a designer will encounter a situation when there’s a general issue, but not a specific problem that needs to be solved. One way to help designers clearly define and outline a problem is to create human-centric problem statements. 

A problem statement helps frame a problem in a way that provides relevant context in an easy to comprehend way. The main goal of a problem statement is to guide designers working on possible solutions for this problem. A problem statement frames the problem in a way that easily highlights the gap between the current state of things and the end goal. 

Tip: Problem statements are best framed as a need for a specific individual. The more specific you are with your problem statement, the better designers can create a human-centric solution to the problem. 

Examples of good problem statements:

We need to decrease the number of clicks a potential customer takes to go through the sign-up process.

We need to decrease the new subscriber unsubscribe rate by 10%. 

We need to increase the Android app adoption rate by 20%.

3. Ideate stage

This is the stage where designers create potential solutions to solve the problem outlined in the problem statement. Use brainstorming techniques with your team to identify the human-centric solution to the problem defined in step two. 

Here are a few brainstorming strategies you can use with your team to come up with a solution:

Standard brainstorm session: Your team gathers together and verbally discusses different ideas out loud.

Brainwrite: Everyone writes their ideas down on a piece of paper or a sticky note and each team member puts their ideas up on the whiteboard. 

Worst possible idea: The inverse of your end goal. Your team produces the most goofy idea so nobody will look silly. This takes out the rigidity of other brainstorming techniques. This technique also helps you identify areas that you can improve upon in your actual solution by looking at the worst parts of an absurd solution. 

It’s important that you don’t discount any ideas during the ideation phase of brainstorming. You want to have as many potential solutions as possible, as new ideas can help trigger even better ideas. Sometimes the most creative solution to a problem is the combination of many different ideas put together.

4. Prototype stage

During the prototype phase, you and your team design a few different variations of inexpensive or scaled down versions of the potential solution to the problem. Having different versions of the prototype gives your team opportunities to test out the solution and make any refinements. 

Prototypes are often tested by other designers, team members outside of the initial design department, and trusted customers or members of the target audience. Having multiple versions of the product gives your team the opportunity to tweak and refine the design before testing with real users. During this process, it’s important to document the testers using the end product. This will give you valuable information as to what parts of the solution are good, and which require more changes.

After testing different prototypes out with teasers, your team should have different solutions for how your product can be improved. The testing and prototyping phase is an iterative process—so much so that it’s possible that some design projects never end.

After designers take the time to test, reiterate, and redesign new products, they may find new problems, different solutions, and gain an overall better understanding of the end-user. The design thinking framework is flexible and non-linear, so it’s totally normal for the process itself to influence the end design. 

Tips for incorporating the design thinking process into your team

If you want your team to start using the design thinking process, but you’re unsure of how to start, here are a few tips to help you out. 

Start small: Similar to how you would test a prototype on a small group of people, you want to test out the design thinking process with a smaller team to see how your team functions. Give this test team some small projects to work on so you can see how this team reacts. If it works out, you can slowly start rolling this process out to other teams.

Incorporate cross-functional team members : The design thinking process works best when your team members collaborate and brainstorm together. Identify who your designer’s key stakeholders are and ensure they’re included in the small test team. 

Organize work in a collaborative project management software : Keep important design project documents such as user research, wireframes, and brainstorms in a collaborative tool like Asana . This way, team members will have one central source of truth for anything relating to the project they’re working on.

Foster collaborative design thinking with Asana

The design thinking process works best when your team works collaboratively. You don’t want something as simple as miscommunication to hinder your projects. Instead, compile all of the information your team needs about a design project in one place with Asana. 

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Understanding dependencies in project management

How Asana uses work management to optimize resource planning

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How Asana uses work management to drive product development

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Best Practices for Following Up After a Problem Solving Session – Part III

This is Part III of a 3 part article on best practices for preparing for, leading and following up on a problem solving session. Please read Part I and Part II first.

Too often when we are done with a problem solving session and have begun to implement our solution (action plan) to the problem, we forget to follow up and check in. One of the first things I like to do after the session has ended (usually within a day) is to send around a brief online survey to ask how participants felt about the meeting and the process overall. I ask 3 simple questions:

• What worked well?
• What needs improvement to be more effective next time?
• What else would you like to share?

Consider these best practice steps for following up on a problem solving session with your team:

Schedule a brief telephone call or face-to-face follow up meeting to do the following:

• Thank participants again for their participation in the session.
• Provide a summary of the results of the online survey.
• Check in on progress toward the action plan.
• Answer any questions that have arisen since the meeting ended and work has begun on the action plan.
• Be prepared to address any issues that may have arisen in applying the solution to the problem and/or to get the right people together off line to resolve any other issues.

I always enable for some time prior to getting started for the group to “catch up” with each other through personal conversations.

These follow up sessions enable for continued progress toward the action plan to resolve the issue. If necessary, and especially for complex problems, I may have another follow up session within a 2 – 3 month timeframe.

In summary, carefully planning for, facilitating (leading) and following up after problem solving sessions enables for increased success in ensuring the session was productive and that action plans put in place are being acted upon.

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