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Overview of the Problem-Solving Mental Process

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

Rachel Goldman, PhD FTOS, is a licensed psychologist, clinical assistant professor, speaker, wellness expert specializing in eating behaviors, stress management, and health behavior change.

Identify the Problem
Define the Problem
Form a Strategy
Organize Information
Allocate Resources
Monitor Progress
Evaluate the Results

Frequently Asked Questions

Problem-solving is a mental process that involves discovering, analyzing, and solving problems. The ultimate goal of problem-solving is to overcome obstacles and find a solution that best resolves the issue.

The best strategy for solving a problem depends largely on the unique situation. In some cases, people are better off learning everything they can about the issue and then using factual knowledge to come up with a solution. In other instances, creativity and insight are the best options.

It is not necessary to follow problem-solving steps sequentially, It is common to skip steps or even go back through steps multiple times until the desired solution is reached.

In order to correctly solve a problem, it is often important to follow a series of steps. Researchers sometimes refer to this as the problem-solving cycle. While this cycle is portrayed sequentially, people rarely follow a rigid series of steps to find a solution.

The following steps include developing strategies and organizing knowledge.

1. Identifying the Problem

While it may seem like an obvious step, identifying the problem is not always as simple as it sounds. In some cases, people might mistakenly identify the wrong source of a problem, which will make attempts to solve it inefficient or even useless.

Some strategies that you might use to figure out the source of a problem include :

Asking questions about the problem
Breaking the problem down into smaller pieces
Looking at the problem from different perspectives
Conducting research to figure out what relationships exist between different variables

2. Defining the Problem

After the problem has been identified, it is important to fully define the problem so that it can be solved. You can define a problem by operationally defining each aspect of the problem and setting goals for what aspects of the problem you will address

At this point, you should focus on figuring out which aspects of the problems are facts and which are opinions. State the problem clearly and identify the scope of the solution.

3. Forming a Strategy

After the problem has been identified, it is time to start brainstorming potential solutions. This step usually involves generating as many ideas as possible without judging their quality. Once several possibilities have been generated, they can be evaluated and narrowed down.

The next step is to develop a strategy to solve the problem. The approach used will vary depending upon the situation and the individual's unique preferences. Common problem-solving strategies include heuristics and algorithms.

Heuristics are mental shortcuts that are often based on solutions that have worked in the past. They can work well if the problem is similar to something you have encountered before and are often the best choice if you need a fast solution.
Algorithms are step-by-step strategies that are guaranteed to produce a correct result. While this approach is great for accuracy, it can also consume time and resources.

Heuristics are often best used when time is of the essence, while algorithms are a better choice when a decision needs to be as accurate as possible.

4. Organizing Information

Before coming up with a solution, you need to first organize the available information. What do you know about the problem? What do you not know? The more information that is available the better prepared you will be to come up with an accurate solution.

When approaching a problem, it is important to make sure that you have all the data you need. Making a decision without adequate information can lead to biased or inaccurate results.

5. Allocating Resources

Of course, we don't always have unlimited money, time, and other resources to solve a problem. Before you begin to solve a problem, you need to determine how high priority it is.

If it is an important problem, it is probably worth allocating more resources to solving it. If, however, it is a fairly unimportant problem, then you do not want to spend too much of your available resources on coming up with a solution.

At this stage, it is important to consider all of the factors that might affect the problem at hand. This includes looking at the available resources, deadlines that need to be met, and any possible risks involved in each solution. After careful evaluation, a decision can be made about which solution to pursue.

6. Monitoring Progress

After selecting a problem-solving strategy, it is time to put the plan into action and see if it works. This step might involve trying out different solutions to see which one is the most effective.

It is also important to monitor the situation after implementing a solution to ensure that the problem has been solved and that no new problems have arisen as a result of the proposed solution.

Effective problem-solvers tend to monitor their progress as they work towards a solution. If they are not making good progress toward reaching their goal, they will reevaluate their approach or look for new strategies .

7. Evaluating the Results

After a solution has been reached, it is important to evaluate the results to determine if it is the best possible solution to the problem. This evaluation might be immediate, such as checking the results of a math problem to ensure the answer is correct, or it can be delayed, such as evaluating the success of a therapy program after several months of treatment.

Once a problem has been solved, it is important to take some time to reflect on the process that was used and evaluate the results. This will help you to improve your problem-solving skills and become more efficient at solving future problems.

A Word From Verywell

It is important to remember that there are many different problem-solving processes with different steps, and this is just one example. Problem-solving in real-world situations requires a great deal of resourcefulness, flexibility, resilience, and continuous interaction with the environment.

Get Advice From The Verywell Mind Podcast

Hosted by therapist Amy Morin, LCSW, this episode of The Verywell Mind Podcast shares how you can stop dwelling in a negative mindset.

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You can become a better problem solving by:

Practicing brainstorming and coming up with multiple potential solutions to problems
Being open-minded and considering all possible options before making a decision
Breaking down problems into smaller, more manageable pieces
Asking for help when needed
Researching different problem-solving techniques and trying out new ones
Learning from mistakes and using them as opportunities to grow

It's important to communicate openly and honestly with your partner about what's going on. Try to see things from their perspective as well as your own. Work together to find a resolution that works for both of you. Be willing to compromise and accept that there may not be a perfect solution.

Take breaks if things are getting too heated, and come back to the problem when you feel calm and collected. Don't try to fix every problem on your own—consider asking a therapist or counselor for help and insight.

If you've tried everything and there doesn't seem to be a way to fix the problem, you may have to learn to accept it. This can be difficult, but try to focus on the positive aspects of your life and remember that every situation is temporary. Don't dwell on what's going wrong—instead, think about what's going right. Find support by talking to friends or family. Seek professional help if you're having trouble coping.

Davidson JE, Sternberg RJ, editors. The Psychology of Problem Solving . Cambridge University Press; 2003. doi:10.1017/CBO9780511615771

Sarathy V. Real world problem-solving . Front Hum Neurosci . 2018;12:261. Published 2018 Jun 26. doi:10.3389/fnhum.2018.00261

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

Problem Solving Skills for the Digital Age

Lucid Content

Reading time: about 6 min

Let’s face it: Things don’t always go according to plan. Systems fail, wires get crossed, projects fall apart.

Problems are an inevitable part of life and work. They’re also an opportunity to think critically and find solutions. But knowing how to get to the root of unexpected situations or challenges can mean the difference between moving forward and spinning your wheels.

Here, we’ll break down the key elements of problem solving, some effective problem solving approaches, and a few effective tools to help you arrive at solutions more quickly.

So, what is problem solving?

Broadly defined, problem solving is the process of finding solutions to difficult or complex issues. But you already knew that. Understanding problem solving frameworks, however, requires a deeper dive.

Think about a recent problem you faced. Maybe it was an interpersonal issue. Or it could have been a major creative challenge you needed to solve for a client at work. How did you feel as you approached the issue? Stressed? Confused? Optimistic? Most importantly, which problem solving techniques did you use to tackle the situation head-on? How did you organize thoughts to arrive at the best possible solution?

Solve your problem-solving problem

Here’s the good news: Good problem solving skills can be learned. By its nature, problem solving doesn’t adhere to a clear set of do’s and don’ts—it requires flexibility, communication, and adaptation. However, most problems you face, at work or in life, can be tackled using four basic steps.

First, you must define the problem . This step sounds obvious, but often, you can notice that something is amiss in a project or process without really knowing where the core problem lies. The most challenging part of the problem solving process is uncovering where the problem originated.

Second, you work to generate alternatives to address the problem directly. This should be a collaborative process to ensure you’re considering every angle of the issue.

Third, you evaluate and test potential solutions to your problem. This step helps you fully understand the complexity of the issue and arrive at the best possible solution.

Finally, fourth, you select and implement the solution that best addresses the problem.

Following this basic four-step process will help you approach every problem you encounter with the same rigorous critical and strategic thinking process, recognize commonalities in new problems, and avoid repeating past mistakes.

In addition to these basic problem solving skills, there are several best practices that you should incorporate. These problem solving approaches can help you think more critically and creatively about any problem:

You may not feel like you have the right expertise to resolve a specific problem. Don’t let that stop you from tackling it. The best problem solvers become students of the problem at hand. Even if you don’t have particular expertise on a topic, your unique experience and perspective can lend itself to creative solutions.

Challenge the status quo

Standard problem solving methodologies and problem solving frameworks are a good starting point. But don’t be afraid to challenge assumptions and push boundaries. Good problem solvers find ways to apply existing best practices into innovative problem solving approaches.

Think broadly about and visualize the issue

Sometimes it’s hard to see a problem, even if it’s right in front of you. Clear answers could be buried in rows of spreadsheet data or lost in miscommunication. Use visualization as a problem solving tool to break down problems to their core elements. Visuals can help you see bottlenecks in the context of the whole process and more clearly organize your thoughts as you define the problem.

Hypothesize, test, and try again

It might be cliche, but there’s truth in the old adage that 99% of inspiration is perspiration. The best problem solvers ask why, test, fail, and ask why again. Whether it takes one or 1,000 iterations to solve a problem, the important part—and the part that everyone remembers—is the solution.

Consider other viewpoints

Today’s problems are more complex, more difficult to solve, and they often involve multiple disciplines. They require group expertise and knowledge. Being open to others’ expertise increases your ability to be a great problem solver. Great solutions come from integrating your ideas with those of others to find a better solution. Excellent problem solvers build networks and know how to collaborate with other people and teams. They are skilled in bringing people together and sharing knowledge and information.

4 effective problem solving tools

As you work through the problem solving steps, try these tools to better define the issue and find the appropriate solution.

Root cause analysis

Similar to pulling weeds from your garden, if you don’t get to the root of the problem, it’s bound to come back. A root cause analysis helps you figure out the root cause behind any disruption or problem, so you can take steps to correct the problem from recurring. The root cause analysis process involves defining the problem, collecting data, and identifying causal factors to pinpoint root causes and arrive at a solution.

Less structured than other more traditional problem solving methods, the 5 Whys is simply what it sounds like: asking why over and over to get to the root of an obstacle or setback. This technique encourages an open dialogue that can trigger new ideas about a problem, whether done individually or with a group. Each why piggybacks off the answer to the previous why. Get started with the template below—both flowcharts and fishbone diagrams can also help you track your answers to the 5 Whys.

Brainstorming

A meeting of the minds, a brain dump, a mind meld, a jam session. Whatever you call it, collaborative brainstorming can help surface previously unseen issues, root causes, and alternative solutions. Create and share a mind map with your team members to fuel your brainstorming session.

Gap analysis

Sometimes you don’t know where the problem is until you determine where it isn’t. Gap filling helps you analyze inadequacies that are preventing you from reaching an optimized state or end goal. For example, a content gap analysis can help a content marketer determine where holes exist in messaging or the customer experience. Gap analysis is especially helpful when it comes to problem solving because it requires you to find workable solutions. A SWOT analysis chart that looks at a problem through the lens of strengths, opportunities, opportunities, and threats can be a helpful problem solving framework as you start your analysis.

A better way to problem solve

Beyond these practical tips and tools, there are myriad methodical and creative approaches to move a project forward or resolve a conflict. The right approach will depend on the scope of the issue and your desired outcome.

Depending on the problem, Lucidchart offers several templates and diagrams that could help you identify the cause of the issue and map out a plan to resolve it. Learn more about how Lucidchart can help you take control of your problem solving process .

Lucidchart, a cloud-based intelligent diagramming application, is a core component of Lucid Software's Visual Collaboration Suite. This intuitive, cloud-based solution empowers teams to collaborate in real-time to build flowcharts, mockups, UML diagrams, customer journey maps, and more. Lucidchart propels teams forward to build the future faster. Lucid is proud to serve top businesses around the world, including customers such as Google, GE, and NBC Universal, and 99% of the Fortune 500. Lucid partners with industry leaders, including Google, Atlassian, and Microsoft. Since its founding, Lucid has received numerous awards for its products, business, and workplace culture. For more information, visit lucidchart.com.

Sometimes you're faced with challenges that traditional problem solving can't fix. Creative problem solving encourages you to find new, creative ways of thinking that can help you overcome the issue at hand more quickly.

Root cause analysis refers to any problem-solving method used to trace an issue back to its origin. Learn how to complete a root cause analysis—we've even included templates to get you started.

Bring your bright ideas to life.

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

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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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The Oxford Handbook of Cognitive Psychology

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48 Problem Solving

Department of Psychological and Brain Sciences, University of California, Santa Barbara

Published: 03 June 2013
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Problem solving refers to cognitive processing directed at achieving a goal when the problem solver does not initially know a solution method. A problem exists when someone has a goal but does not know how to achieve it. Problems can be classified as routine or nonroutine, and as well defined or ill defined. The major cognitive processes in problem solving are representing, planning, executing, and monitoring. The major kinds of knowledge required for problem solving are facts, concepts, procedures, strategies, and beliefs. Classic theoretical approaches to the study of problem solving are associationism, Gestalt, and information processing. Current issues and suggested future issues include decision making, intelligence and creativity, teaching of thinking skills, expert problem solving, analogical reasoning, mathematical and scientific thinking, everyday thinking, and the cognitive neuroscience of problem solving. Common themes concern the domain specificity of problem solving and a focus on problem solving in authentic contexts.

The study of problem solving begins with defining problem solving, problem, and problem types. This introduction to problem solving is rounded out with an examination of cognitive processes in problem solving, the role of knowledge in problem solving, and historical approaches to the study of problem solving.

Definition of Problem Solving

Problem solving refers to cognitive processing directed at achieving a goal for which the problem solver does not initially know a solution method. This definition consists of four major elements (Mayer, 1992 ; Mayer & Wittrock, 2006 ):

Cognitive —Problem solving occurs within the problem solver’s cognitive system and can only be inferred indirectly from the problem solver’s behavior (including biological changes, introspections, and actions during problem solving). Process —Problem solving involves mental computations in which some operation is applied to a mental representation, sometimes resulting in the creation of a new mental representation. Directed —Problem solving is aimed at achieving a goal. Personal —Problem solving depends on the existing knowledge of the problem solver so that what is a problem for one problem solver may not be a problem for someone who already knows a solution method.

The definition is broad enough to include a wide array of cognitive activities such as deciding which apartment to rent, figuring out how to use a cell phone interface, playing a game of chess, making a medical diagnosis, finding the answer to an arithmetic word problem, or writing a chapter for a handbook. Problem solving is pervasive in human life and is crucial for human survival. Although this chapter focuses on problem solving in humans, problem solving also occurs in nonhuman animals and in intelligent machines.

How is problem solving related to other forms of high-level cognition processing, such as thinking and reasoning? Thinking refers to cognitive processing in individuals but includes both directed thinking (which corresponds to the definition of problem solving) and undirected thinking such as daydreaming (which does not correspond to the definition of problem solving). Thus, problem solving is a type of thinking (i.e., directed thinking).

Reasoning refers to problem solving within specific classes of problems, such as deductive reasoning or inductive reasoning. In deductive reasoning, the reasoner is given premises and must derive a conclusion by applying the rules of logic. For example, given that “A is greater than B” and “B is greater than C,” a reasoner can conclude that “A is greater than C.” In inductive reasoning, the reasoner is given (or has experienced) a collection of examples or instances and must infer a rule. For example, given that X, C, and V are in the “yes” group and x, c, and v are in the “no” group, the reasoning may conclude that B is in “yes” group because it is in uppercase format. Thus, reasoning is a type of problem solving.

Definition of Problem

A problem occurs when someone has a goal but does not know to achieve it. This definition is consistent with how the Gestalt psychologist Karl Duncker ( 1945 , p. 1) defined a problem in his classic monograph, On Problem Solving : “A problem arises when a living creature has a goal but does not know how this goal is to be reached.” However, today researchers recognize that the definition should be extended to include problem solving by intelligent machines. This definition can be clarified using an information processing approach by noting that a problem occurs when a situation is in the given state, the problem solver wants the situation to be in the goal state, and there is no obvious way to move from the given state to the goal state (Newell & Simon, 1972 ). Accordingly, the three main elements in describing a problem are the given state (i.e., the current state of the situation), the goal state (i.e., the desired state of the situation), and the set of allowable operators (i.e., the actions the problem solver is allowed to take). The definition of “problem” is broad enough to include the situation confronting a physician who wishes to make a diagnosis on the basis of preliminary tests and a patient examination, as well as a beginning physics student trying to solve a complex physics problem.

Types of Problems

It is customary in the problem-solving literature to make a distinction between routine and nonroutine problems. Routine problems are problems that are so familiar to the problem solver that the problem solver knows a solution method. For example, for most adults, “What is 365 divided by 12?” is a routine problem because they already know the procedure for long division. Nonroutine problems are so unfamiliar to the problem solver that the problem solver does not know a solution method. For example, figuring out the best way to set up a funding campaign for a nonprofit charity is a nonroutine problem for most volunteers. Technically, routine problems do not meet the definition of problem because the problem solver has a goal but knows how to achieve it. Much research on problem solving has focused on routine problems, although most interesting problems in life are nonroutine.

Another customary distinction is between well-defined and ill-defined problems. Well-defined problems have a clearly specified given state, goal state, and legal operators. Examples include arithmetic computation problems or games such as checkers or tic-tac-toe. Ill-defined problems have a poorly specified given state, goal state, or legal operators, or a combination of poorly defined features. Examples include solving the problem of global warming or finding a life partner. Although, ill-defined problems are more challenging, much research in problem solving has focused on well-defined problems.

Cognitive Processes in Problem Solving

The process of problem solving can be broken down into two main phases: problem representation , in which the problem solver builds a mental representation of the problem situation, and problem solution , in which the problem solver works to produce a solution. The major subprocess in problem representation is representing , which involves building a situation model —that is, a mental representation of the situation described in the problem. The major subprocesses in problem solution are planning , which involves devising a plan for how to solve the problem; executing , which involves carrying out the plan; and monitoring , which involves evaluating and adjusting one’s problem solving.

For example, given an arithmetic word problem such as “Alice has three marbles. Sarah has two more marbles than Alice. How many marbles does Sarah have?” the process of representing involves building a situation model in which Alice has a set of marbles, there is set of marbles for the difference between the two girls, and Sarah has a set of marbles that consists of Alice’s marbles and the difference set. In the planning process, the problem solver sets a goal of adding 3 and 2. In the executing process, the problem solver carries out the computation, yielding an answer of 5. In the monitoring process, the problem solver looks over what was done and concludes that 5 is a reasonable answer. In most complex problem-solving episodes, the four cognitive processes may not occur in linear order, but rather may interact with one another. Although some research focuses mainly on the execution process, problem solvers may tend to have more difficulty with the processes of representing, planning, and monitoring.

Knowledge for Problem Solving

An important theme in problem-solving research is that problem-solving proficiency on any task depends on the learner’s knowledge (Anderson et al., 2001 ; Mayer, 1992 ). Five kinds of knowledge are as follows:

Facts —factual knowledge about the characteristics of elements in the world, such as “Sacramento is the capital of California” Concepts —conceptual knowledge, including categories, schemas, or models, such as knowing the difference between plants and animals or knowing how a battery works Procedures —procedural knowledge of step-by-step processes, such as how to carry out long-division computations Strategies —strategic knowledge of general methods such as breaking a problem into parts or thinking of a related problem Beliefs —attitudinal knowledge about how one’s cognitive processing works such as thinking, “I’m good at this”

Although some research focuses mainly on the role of facts and procedures in problem solving, complex problem solving also depends on the problem solver’s concepts, strategies, and beliefs (Mayer, 1992 ).

Historical Approaches to Problem Solving

Psychological research on problem solving began in the early 1900s, as an outgrowth of mental philosophy (Humphrey, 1963 ; Mandler & Mandler, 1964 ). Throughout the 20th century four theoretical approaches developed: early conceptions, associationism, Gestalt psychology, and information processing.

Early Conceptions

The start of psychology as a science can be set at 1879—the year Wilhelm Wundt opened the first world’s psychology laboratory in Leipzig, Germany, and sought to train the world’s first cohort of experimental psychologists. Instead of relying solely on philosophical speculations about how the human mind works, Wundt sought to apply the methods of experimental science to issues addressed in mental philosophy. His theoretical approach became structuralism —the analysis of consciousness into its basic elements.

Wundt’s main contribution to the study of problem solving, however, was to call for its banishment. According to Wundt, complex cognitive processing was too complicated to be studied by experimental methods, so “nothing can be discovered in such experiments” (Wundt, 1911/1973 ). Despite his admonishments, however, a group of his former students began studying thinking mainly in Wurzburg, Germany. Using the method of introspection, subjects were asked to describe their thought process as they solved word association problems, such as finding the superordinate of “newspaper” (e.g., an answer is “publication”). Although the Wurzburg group—as they came to be called—did not produce a new theoretical approach, they found empirical evidence that challenged some of the key assumptions of mental philosophy. For example, Aristotle had proclaimed that all thinking involves mental imagery, but the Wurzburg group was able to find empirical evidence for imageless thought .

Associationism

The first major theoretical approach to take hold in the scientific study of problem solving was associationism —the idea that the cognitive representations in the mind consist of ideas and links between them and that cognitive processing in the mind involves following a chain of associations from one idea to the next (Mandler & Mandler, 1964 ; Mayer, 1992 ). For example, in a classic study, E. L. Thorndike ( 1911 ) placed a hungry cat in what he called a puzzle box—a wooden crate in which pulling a loop of string that hung from overhead would open a trap door to allow the cat to escape to a bowl of food outside the crate. Thorndike placed the cat in the puzzle box once a day for several weeks. On the first day, the cat engaged in many extraneous behaviors such as pouncing against the wall, pushing its paws through the slats, and meowing, but on successive days the number of extraneous behaviors tended to decrease. Overall, the time required to get out of the puzzle box decreased over the course of the experiment, indicating the cat was learning how to escape.

Thorndike’s explanation for how the cat learned to solve the puzzle box problem is based on an associationist view: The cat begins with a habit family hierarchy —a set of potential responses (e.g., pouncing, thrusting, meowing, etc.) all associated with the same stimulus (i.e., being hungry and confined) and ordered in terms of strength of association. When placed in the puzzle box, the cat executes its strongest response (e.g., perhaps pouncing against the wall), but when it fails, the strength of the association is weakened, and so on for each unsuccessful action. Eventually, the cat gets down to what was initially a weak response—waving its paw in the air—but when that response leads to accidentally pulling the string and getting out, it is strengthened. Over the course of many trials, the ineffective responses become weak and the successful response becomes strong. Thorndike refers to this process as the law of effect : Responses that lead to dissatisfaction become less associated with the situation and responses that lead to satisfaction become more associated with the situation. According to Thorndike’s associationist view, solving a problem is simply a matter of trial and error and accidental success. A major challenge to assocationist theory concerns the nature of transfer—that is, where does a problem solver find a creative solution that has never been performed before? Associationist conceptions of cognition can be seen in current research, including neural networks, connectionist models, and parallel distributed processing models (Rogers & McClelland, 2004 ).

Gestalt Psychology

The Gestalt approach to problem solving developed in the 1930s and 1940s as a counterbalance to the associationist approach. According to the Gestalt approach, cognitive representations consist of coherent structures (rather than individual associations) and the cognitive process of problem solving involves building a coherent structure (rather than strengthening and weakening of associations). For example, in a classic study, Kohler ( 1925 ) placed a hungry ape in a play yard that contained several empty shipping crates and a banana attached overhead but out of reach. Based on observing the ape in this situation, Kohler noted that the ape did not randomly try responses until one worked—as suggested by Thorndike’s associationist view. Instead, the ape stood under the banana, looked up at it, looked at the crates, and then in a flash of insight stacked the crates under the bananas as a ladder, and walked up the steps in order to reach the banana.

According to Kohler, the ape experienced a sudden visual reorganization in which the elements in the situation fit together in a way to solve the problem; that is, the crates could become a ladder that reduces the distance to the banana. Kohler referred to the underlying mechanism as insight —literally seeing into the structure of the situation. A major challenge of Gestalt theory is its lack of precision; for example, naming a process (i.e., insight) is not the same as explaining how it works. Gestalt conceptions can be seen in modern research on mental models and schemas (Gentner & Stevens, 1983 ).

Information Processing

The information processing approach to problem solving developed in the 1960s and 1970s and was based on the influence of the computer metaphor—the idea that humans are processors of information (Mayer, 2009 ). According to the information processing approach, problem solving involves a series of mental computations—each of which consists of applying a process to a mental representation (such as comparing two elements to determine whether they differ).

In their classic book, Human Problem Solving , Newell and Simon ( 1972 ) proposed that problem solving involved a problem space and search heuristics . A problem space is a mental representation of the initial state of the problem, the goal state of the problem, and all possible intervening states (based on applying allowable operators). Search heuristics are strategies for moving through the problem space from the given to the goal state. Newell and Simon focused on means-ends analysis , in which the problem solver continually sets goals and finds moves to accomplish goals.

Newell and Simon used computer simulation as a research method to test their conception of human problem solving. First, they asked human problem solvers to think aloud as they solved various problems such as logic problems, chess, and cryptarithmetic problems. Then, based on an information processing analysis, Newell and Simon created computer programs that solved these problems. In comparing the solution behavior of humans and computers, they found high similarity, suggesting that the computer programs were solving problems using the same thought processes as humans.

An important advantage of the information processing approach is that problem solving can be described with great clarity—as a computer program. An important limitation of the information processing approach is that it is most useful for describing problem solving for well-defined problems rather than ill-defined problems. The information processing conception of cognition lives on as a keystone of today’s cognitive science (Mayer, 2009 ).

Classic Issues in Problem Solving

Three classic issues in research on problem solving concern the nature of transfer (suggested by the associationist approach), the nature of insight (suggested by the Gestalt approach), and the role of problem-solving heuristics (suggested by the information processing approach).

Transfer refers to the effects of prior learning on new learning (or new problem solving). Positive transfer occurs when learning A helps someone learn B. Negative transfer occurs when learning A hinders someone from learning B. Neutral transfer occurs when learning A has no effect on learning B. Positive transfer is a central goal of education, but research shows that people often do not transfer what they learned to solving problems in new contexts (Mayer, 1992 ; Singley & Anderson, 1989 ).

Three conceptions of the mechanisms underlying transfer are specific transfer , general transfer , and specific transfer of general principles . Specific transfer refers to the idea that learning A will help someone learn B only if A and B have specific elements in common. For example, learning Spanish may help someone learn Latin because some of the vocabulary words are similar and the verb conjugation rules are similar. General transfer refers to the idea that learning A can help someone learn B even they have nothing specifically in common but A helps improve the learner’s mind in general. For example, learning Latin may help people learn “proper habits of mind” so they are better able to learn completely unrelated subjects as well. Specific transfer of general principles is the idea that learning A will help someone learn B if the same general principle or solution method is required for both even if the specific elements are different.

In a classic study, Thorndike and Woodworth ( 1901 ) found that students who learned Latin did not subsequently learn bookkeeping any better than students who had not learned Latin. They interpreted this finding as evidence for specific transfer—learning A did not transfer to learning B because A and B did not have specific elements in common. Modern research on problem-solving transfer continues to show that people often do not demonstrate general transfer (Mayer, 1992 ). However, it is possible to teach people a general strategy for solving a problem, so that when they see a new problem in a different context they are able to apply the strategy to the new problem (Judd, 1908 ; Mayer, 2008 )—so there is also research support for the idea of specific transfer of general principles.

Insight refers to a change in a problem solver’s mind from not knowing how to solve a problem to knowing how to solve it (Mayer, 1995 ; Metcalfe & Wiebe, 1987 ). In short, where does the idea for a creative solution come from? A central goal of problem-solving research is to determine the mechanisms underlying insight.

The search for insight has led to five major (but not mutually exclusive) explanatory mechanisms—insight as completing a schema, insight as suddenly reorganizing visual information, insight as reformulation of a problem, insight as removing mental blocks, and insight as finding a problem analog (Mayer, 1995 ). Completing a schema is exemplified in a study by Selz (Fridja & de Groot, 1982 ), in which people were asked to think aloud as they solved word association problems such as “What is the superordinate for newspaper?” To solve the problem, people sometimes thought of a coordinate, such as “magazine,” and then searched for a superordinate category that subsumed both terms, such as “publication.” According to Selz, finding a solution involved building a schema that consisted of a superordinate and two subordinate categories.

Reorganizing visual information is reflected in Kohler’s ( 1925 ) study described in a previous section in which a hungry ape figured out how to stack boxes as a ladder to reach a banana hanging above. According to Kohler, the ape looked around the yard and found the solution in a flash of insight by mentally seeing how the parts could be rearranged to accomplish the goal.

Reformulating a problem is reflected in a classic study by Duncker ( 1945 ) in which people are asked to think aloud as they solve the tumor problem—how can you destroy a tumor in a patient without destroying surrounding healthy tissue by using rays that at sufficient intensity will destroy any tissue in their path? In analyzing the thinking-aloud protocols—that is, transcripts of what the problem solvers said—Duncker concluded that people reformulated the goal in various ways (e.g., avoid contact with healthy tissue, immunize healthy tissue, have ray be weak in healthy tissue) until they hit upon a productive formulation that led to the solution (i.e., concentrating many weak rays on the tumor).

Removing mental blocks is reflected in classic studies by Duncker ( 1945 ) in which solving a problem involved thinking of a novel use for an object, and by Luchins ( 1942 ) in which solving a problem involved not using a procedure that had worked well on previous problems. Finding a problem analog is reflected in classic research by Wertheimer ( 1959 ) in which learning to find the area of a parallelogram is supported by the insight that one could cut off the triangle on one side and place it on the other side to form a rectangle—so a parallelogram is really a rectangle in disguise. The search for insight along each of these five lines continues in current problem-solving research.

Heuristics are problem-solving strategies, that is, general approaches to how to solve problems. Newell and Simon ( 1972 ) suggested three general problem-solving heuristics for moving from a given state to a goal state: random trial and error , hill climbing , and means-ends analysis . Random trial and error involves randomly selecting a legal move and applying it to create a new problem state, and repeating that process until the goal state is reached. Random trial and error may work for simple problems but is not efficient for complex ones. Hill climbing involves selecting the legal move that moves the problem solver closer to the goal state. Hill climbing will not work for problems in which the problem solver must take a move that temporarily moves away from the goal as is required in many problems.

Means-ends analysis involves creating goals and seeking moves that can accomplish the goal. If a goal cannot be directly accomplished, a subgoal is created to remove one or more obstacles. Newell and Simon ( 1972 ) successfully used means-ends analysis as the search heuristic in a computer program aimed at general problem solving, that is, solving a diverse collection of problems. However, people may also use specific heuristics that are designed to work for specific problem-solving situations (Gigerenzer, Todd, & ABC Research Group, 1999 ; Kahneman & Tversky, 1984 ).

Current and Future Issues in Problem Solving

Eight current issues in problem solving involve decision making, intelligence and creativity, teaching of thinking skills, expert problem solving, analogical reasoning, mathematical and scientific problem solving, everyday thinking, and the cognitive neuroscience of problem solving.

Decision Making

Decision making refers to the cognitive processing involved in choosing between two or more alternatives (Baron, 2000 ; Markman & Medin, 2002 ). For example, a decision-making task may involve choosing between getting $240 for sure or having a 25% change of getting $1000. According to economic theories such as expected value theory, people should chose the second option, which is worth $250 (i.e., .25 x $1000) rather than the first option, which is worth $240 (1.00 x $240), but psychological research shows that most people prefer the first option (Kahneman & Tversky, 1984 ).

Research on decision making has generated three classes of theories (Markman & Medin, 2002 ): descriptive theories, such as prospect theory (Kahneman & Tversky), which are based on the ideas that people prefer to overweight the cost of a loss and tend to overestimate small probabilities; heuristic theories, which are based on the idea that people use a collection of short-cut strategies such as the availability heuristic (Gigerenzer et al., 1999 ; Kahneman & Tversky, 2000 ); and constructive theories, such as mental accounting (Kahneman & Tversky, 2000 ), in which people build a narrative to justify their choices to themselves. Future research is needed to examine decision making in more realistic settings.

Intelligence and Creativity

Although researchers do not have complete consensus on the definition of intelligence (Sternberg, 1990 ), it is reasonable to view intelligence as the ability to learn or adapt to new situations. Fluid intelligence refers to the potential to solve problems without any relevant knowledge, whereas crystallized intelligence refers to the potential to solve problems based on relevant prior knowledge (Sternberg & Gregorenko, 2003 ). As people gain more experience in a field, their problem-solving performance depends more on crystallized intelligence (i.e., domain knowledge) than on fluid intelligence (i.e., general ability) (Sternberg & Gregorenko, 2003 ). The ability to monitor and manage one’s cognitive processing during problem solving—which can be called metacognition —is an important aspect of intelligence (Sternberg, 1990 ). Research is needed to pinpoint the knowledge that is needed to support intelligent performance on problem-solving tasks.

Creativity refers to the ability to generate ideas that are original (i.e., other people do not think of the same idea) and functional (i.e., the idea works; Sternberg, 1999 ). Creativity is often measured using tests of divergent thinking —that is, generating as many solutions as possible for a problem (Guilford, 1967 ). For example, the uses test asks people to list as many uses as they can think of for a brick. Creativity is different from intelligence, and it is at the heart of creative problem solving—generating a novel solution to a problem that the problem solver has never seen before. An important research question concerns whether creative problem solving depends on specific knowledge or creativity ability in general.

Teaching of Thinking Skills

How can people learn to be better problem solvers? Mayer ( 2008 ) proposes four questions concerning teaching of thinking skills:

What to teach —Successful programs attempt to teach small component skills (such as how to generate and evaluate hypotheses) rather than improve the mind as a single monolithic skill (Covington, Crutchfield, Davies, & Olton, 1974 ). How to teach —Successful programs focus on modeling the process of problem solving rather than solely reinforcing the product of problem solving (Bloom & Broder, 1950 ). Where to teach —Successful programs teach problem-solving skills within the specific context they will be used rather than within a general course on how to solve problems (Nickerson, 1999 ). When to teach —Successful programs teaching higher order skills early rather than waiting until lower order skills are completely mastered (Tharp & Gallimore, 1988 ).

Overall, research on teaching of thinking skills points to the domain specificity of problem solving; that is, successful problem solving depends on the problem solver having domain knowledge that is relevant to the problem-solving task.

Expert Problem Solving

Research on expertise is concerned with differences between how experts and novices solve problems (Ericsson, Feltovich, & Hoffman, 2006 ). Expertise can be defined in terms of time (e.g., 10 years of concentrated experience in a field), performance (e.g., earning a perfect score on an assessment), or recognition (e.g., receiving a Nobel Prize or becoming Grand Master in chess). For example, in classic research conducted in the 1940s, de Groot ( 1965 ) found that chess experts did not have better general memory than chess novices, but they did have better domain-specific memory for the arrangement of chess pieces on the board. Chase and Simon ( 1973 ) replicated this result in a better controlled experiment. An explanation is that experts have developed schemas that allow them to chunk collections of pieces into a single configuration.

In another landmark study, Larkin et al. ( 1980 ) compared how experts (e.g., physics professors) and novices (e.g., first-year physics students) solved textbook physics problems about motion. Experts tended to work forward from the given information to the goal, whereas novices tended to work backward from the goal to the givens using a means-ends analysis strategy. Experts tended to store their knowledge in an integrated way, whereas novices tended to store their knowledge in isolated fragments. In another study, Chi, Feltovich, and Glaser ( 1981 ) found that experts tended to focus on the underlying physics concepts (such as conservation of energy), whereas novices tended to focus on the surface features of the problem (such as inclined planes or springs). Overall, research on expertise is useful in pinpointing what experts know that is different from what novices know. An important theme is that experts rely on domain-specific knowledge rather than solely general cognitive ability.

Analogical Reasoning

Analogical reasoning occurs when people solve one problem by using their knowledge about another problem (Holyoak, 2005 ). For example, suppose a problem solver learns how to solve a problem in one context using one solution method and then is given a problem in another context that requires the same solution method. In this case, the problem solver must recognize that the new problem has structural similarity to the old problem (i.e., it may be solved by the same method), even though they do not have surface similarity (i.e., the cover stories are different). Three steps in analogical reasoning are recognizing —seeing that a new problem is similar to a previously solved problem; abstracting —finding the general method used to solve the old problem; and mapping —using that general method to solve the new problem.

Research on analogical reasoning shows that people often do not recognize that a new problem can be solved by the same method as a previously solved problem (Holyoak, 2005 ). However, research also shows that successful analogical transfer to a new problem is more likely when the problem solver has experience with two old problems that have the same underlying structural features (i.e., they are solved by the same principle) but different surface features (i.e., they have different cover stories) (Holyoak, 2005 ). This finding is consistent with the idea of specific transfer of general principles as described in the section on “Transfer.”

Mathematical and Scientific Problem Solving

Research on mathematical problem solving suggests that five kinds of knowledge are needed to solve arithmetic word problems (Mayer, 2008 ):

Factual knowledge —knowledge about the characteristics of problem elements, such as knowing that there are 100 cents in a dollar Schematic knowledge —knowledge of problem types, such as being able to recognize time-rate-distance problems Strategic knowledge —knowledge of general methods, such as how to break a problem into parts Procedural knowledge —knowledge of processes, such as how to carry our arithmetic operations Attitudinal knowledge —beliefs about one’s mathematical problem-solving ability, such as thinking, “I am good at this”

People generally possess adequate procedural knowledge but may have difficulty in solving mathematics problems because they lack factual, schematic, strategic, or attitudinal knowledge (Mayer, 2008 ). Research is needed to pinpoint the role of domain knowledge in mathematical problem solving.

Research on scientific problem solving shows that people harbor misconceptions, such as believing that a force is needed to keep an object in motion (McCloskey, 1983 ). Learning to solve science problems involves conceptual change, in which the problem solver comes to recognize that previous conceptions are wrong (Mayer, 2008 ). Students can be taught to engage in scientific reasoning such as hypothesis testing through direct instruction in how to control for variables (Chen & Klahr, 1999 ). A central theme of research on scientific problem solving concerns the role of domain knowledge.

Everyday Thinking

Everyday thinking refers to problem solving in the context of one’s life outside of school. For example, children who are street vendors tend to use different procedures for solving arithmetic problems when they are working on the streets than when they are in school (Nunes, Schlieman, & Carraher, 1993 ). This line of research highlights the role of situated cognition —the idea that thinking always is shaped by the physical and social context in which it occurs (Robbins & Aydede, 2009 ). Research is needed to determine how people solve problems in authentic contexts.

Cognitive Neuroscience of Problem Solving

The cognitive neuroscience of problem solving is concerned with the brain activity that occurs during problem solving. For example, using fMRI brain imaging methodology, Goel ( 2005 ) found that people used the language areas of the brain to solve logical reasoning problems presented in sentences (e.g., “All dogs are pets…”) and used the spatial areas of the brain to solve logical reasoning problems presented in abstract letters (e.g., “All D are P…”). Cognitive neuroscience holds the potential to make unique contributions to the study of problem solving.

Problem solving has always been a topic at the fringe of cognitive psychology—too complicated to study intensively but too important to completely ignore. Problem solving—especially in realistic environments—is messy in comparison to studying elementary processes in cognition. The field remains fragmented in the sense that topics such as decision making, reasoning, intelligence, expertise, mathematical problem solving, everyday thinking, and the like are considered to be separate topics, each with its own separate literature. Yet some recurring themes are the role of domain-specific knowledge in problem solving and the advantages of studying problem solving in authentic contexts.

Future Directions

Some important issues for future research include the three classic issues examined in this chapter—the nature of problem-solving transfer (i.e., How are people able to use what they know about previous problem solving to help them in new problem solving?), the nature of insight (e.g., What is the mechanism by which a creative solution is constructed?), and heuristics (e.g., What are some teachable strategies for problem solving?). In addition, future research in problem solving should continue to pinpoint the role of domain-specific knowledge in problem solving, the nature of cognitive ability in problem solving, how to help people develop proficiency in solving problems, and how to provide aids for problem solving.

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What Is Problem Solving?

By the Mind Tools Content Team

We all spend a lot of our time solving problems, both at work and in our personal lives.

Some problems are small, and we can quickly sort them out ourselves. But others are complex challenges that take collaboration, creativity, and a considerable amount of effort to solve.

At work, the types of problems we face depend largely on the organizations we're in and the jobs we do. A manager in a cleaning company, for example, might spend their day untangling staffing issues, resolving client complaints, and sorting out problems with equipment and supplies. An aircraft designer, on the other hand, might be grappling with a problem about aerodynamics, or trying to work out why a new safety feature isn't working. Meanwhile, a politician might be exploring solutions to racial injustice or climate change.

But whatever issues we face, there are some common ways to tackle them effectively. And we can all boost our confidence and ability to succeed by building a strong set of problem-solving skills.

Mind Tools offers a large collection of resources to help you do just that!

How Well Do You Solve Problems?

Start by taking an honest look at your existing skills. What's your current approach to solving problems, and how well is it working? Our quiz, How Good Is Your Problem Solving? lets you analyze your abilities, and signposts ways to address any areas of weakness.

Define Every Problem

The first step in solving a problem is understanding what that problem actually is. You need to be sure that you're dealing with the real problem – not its symptoms. For example, if performance in your department is substandard, you might think that the problem lies with the individuals submitting work. However, if you look a bit deeper, the real issue might be a general lack of training, or an unreasonable workload across the team.

Tools like 5 Whys , Appreciation and Root Cause Analysis get you asking the right questions, and help you to work through the layers of a problem to uncover what's really going on.

However, defining a problem doesn't mean deciding how to solve it straightaway. It's important to look at the issue from a variety of perspectives. If you commit yourself too early, you can end up with a short-sighted solution. The CATWOE checklist provides a powerful reminder to look at many elements that may contribute to the problem, keeping you open to a variety of possible solutions.

Understanding Complexity

As you define your problem, you'll often discover just how complicated it is. There are likely several interrelated issues involved. That's why it's important to have ways to visualize, simplify and make sense of this tangled mess!

Affinity Diagrams are great for organizing many different pieces of information into common themes, and for understanding the relationships between them.

Another popular tool is the Cause-and-Effect Diagram . To generate viable solutions, you need a solid understanding of what's causing the problem.

When your problem occurs within a business process, creating a Flow Chart , Swim Lane Diagram or a Systems Diagram will help you to see how various activities and inputs fit together. This may well highlight a missing element or bottleneck that's causing your problem.

Quite often, what seems to be a single problem turns out to be a whole series of problems. The Drill Down technique prompts you to split your problem into smaller, more manageable parts.

General Problem-Solving Tools

When you understand the problem in front of you, you’re ready to start solving it. With your definition to guide you, you can generate several possible solutions, choose the best one, then put it into action. That's the four-step approach at the heart of good problem solving.

There are various problem-solving styles to use. For example:

Constructive Controversy is a way of widening perspectives and energizing discussions.
Inductive Reasoning makes the most of people’s experiences and know-how, and can speed up solution finding.
Means-End Analysis can bring extra clarity to your thinking, and kick-start the process of implementing solutions.

Specific Problem-Solving Systems

Some particularly complicated or important problems call for a more comprehensive process. Again, Mind Tools has a range of approaches to try, including:

Simplex , which involves an eight-stage process: problem finding, fact finding, defining the problem, idea finding, selecting and evaluating, planning, selling the idea, and acting. These steps build upon the basic, four-step process described above, and they create a cycle of problem finding and solving that will continually improve your organization.
Appreciative Inquiry , which is a uniquely positive way of solving problems by examining what's working well in the areas surrounding them.
Soft Systems Methodology , which takes you through four stages to uncover more details about what's creating your problem, and then define actions that will improve the situation.

Further Problem-Solving Strategies

Good problem solving requires a number of other skills – all of which are covered by Mind Tools.

For example, we have a large section of resources to improve your Creativity , so that you come up with a range of possible solutions.

By strengthening your Decision Making , you'll be better at evaluating the options, selecting the best ones, then choosing how to implement them.

And our Project Management collection has valuable advice for strengthening the whole problem-solving process. The resources there will help you to make effective changes – and then keep them working long term.

Problems are an inescapable part of life, both in and out of work. So we can all benefit from having strong problem-solving skills.

It's important to understand your current approach to problem solving, and to know where and how to improve.

Define every problem you encounter – and understand its complexity, rather than trying to solve it too soon.

There's a range of general problem-solving approaches, helping you to generate possible answers, choose the best ones, and then implement your solution.

Some complicated or serious problems require more specific problem-solving systems, especially when they relate to business processes.

By boosting your creativity, decision-making and project-management skills, you’ll become even better at solving all the problems you face.

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This page continues from Problem Solving an Introduction that introduces problem solving as a concept and outlines the stages used to successfully solve problems.

This page covers the first two stages in the problem solving process: Identifying the Problem and Structuring the Problem .

Stage One: Identifying the Problem

Before being able to confront a problem its existence needs to be identified. This might seem an obvious statement but, quite often, problems will have an impact for some time before they are recognised or brought to the attention of someone who can do anything about them.

In many organisations it is possible to set up formal systems of communication so that problems are reported early on, but inevitably these systems do not always work. Once a problem has been identified, its exact nature needs to be determined: what are the goal and barrier components of the problem? Some of the main elements of the problem can be outlined, and a first attempt at defining the problem should be made. This definition should be clear enough for you to be able to easily explain the nature of the problem to others.

Looking at the problem in terms of goals and barriers can offer an effective way of defining many problems and splitting bigger problems into more manageable sub-problems.

Sometimes it will become apparent that what seems to be a single problem, is more accurately a series of sub-problems. For example, in the problem:

“I have been offered a job that I want, but I don't have the transport to get there and I don't have enough money to buy a car.”

“ I want to take a job ” (main problem)

“ But I don't have transport to get there ” (sub-problem 1)

“ And I don't have enough money to buy a car ” (sub-problem 2)

Useful ways of describing more complex problems are shown in the section, ' Structuring the Problem' , below.

During this first stage of problem solving, it is important to get an initial working definition of the problem. Although it may need to be adapted at a later stage, a good working definition makes it possible to describe the problem to others who may become involved in the problem solving process. For example:

Stage Two: Structuring the Problem

The second stage of the problem solving process involves gaining a deeper understanding of the problem. Firstly, facts need to be checked.

The questions have to be asked, is the stated goal the real goal? Are the barriers actual barriers and what other barriers are there? In this example, the problem at first seems to be:

This is also a good opportunity to look at the relationships between the key elements of the problem . For example, in the 'Job-Transport-Money' problem, there are strong connections between all the elements.

By looking at all the relationships between the key elements, it appears that the problem is more about how to achieve any one of three things, i.e. job, transport or money, because solving one of these sub-problems will, in turn, solve the others.

This example shows how useful it is to have a representation of a problem.

Problems can be represented in the following ways:

Visually: using pictures, models or diagrams.
Verbally: describing the problem in words.

Visual and verbal representations include:

Chain diagrams
Flow charts
Tree diagrams

Chain Diagrams

Chain diagrams are powerful and simple ways of representing problems using a combination of diagrams and words. The elements of the problem are set out in words, usually placed in boxes, and positioned in different places on a sheet of paper, using lines to represent the relationship between them.

Chain Diagrams are the simplest type, where all the elements are presented in an ordered list, each element being connected only with the elements immediately before and after it. Chain diagrams usually represent a sequence of events needed for a solution. A simple example of a chain diagram illustrates the job-transport-money example as as follows:

Flow Charts

Flow charts allow for inclusion of branches, folds, loops, decision points and many other relationships between the elements. In practice, flow charts can be quite complicated and there are many conventions as to how they are drawn but, generally, simple diagrams are easier to understand and aid in 'seeing' the problem more readily.

Tree Diagrams

Tree diagrams and their close relative, the Decision Tree , are ways of representing situations where there are a number of choices or different possible events to be considered. These types of diagram are particularly useful for considering all the possible consequences of solutions.

Remember that the aim of a visualisation is to make the problem clearer. Over-complicated diagrams will just confuse and make the problem harder to understand.

Listing the elements of a problem can also help to represent priorities, order and sequences in the problem. Goals can be listed in order of importance and barriers in order of difficulty. Separate lists could be made of related goals or barriers. The barriers could be listed in the order in which they need to be solved, or elements of the problem classified in a number of different ways. There are many possibilities, but the aim is to provide a clearer picture of the problem.

A visual representation and a working definition together makes it far easier to describe a problem to others. Many problems will be far more complex than the example used here.

Continue to: Investigating Ideas and Possible Solutions

See also: Social Problem Solving Project Management Risk Management

Mastering Problem-Solving Skills: Definitions, elements, Steps, and Real-Life Examples

Problem-solving is a crucial skill that we all need in both our personal and professional lives. Whether you are faced with a complex project at work or a challenging situation in your personal life, having strong problem-solving skills can help you navigate through difficulties with confidence and efficiency. In this blog post, we will delve into the definitions of problem-solving, break down the steps involved in the problem-solving process, and provide real-life examples to help you master this essential skill. By the end of this read, you will be equipped with the knowledge and tools to approach problems with a clear mind and strategic approach.

Understanding problem-solving and its importance

Understanding problem-solving and its importance is crucial in both personal and professional settings. Problem-solving is the ability to identify issues, analyze them critically, and develop effective solutions to overcome challenges. It involves a combination of creativity, critical thinking, and decision-making skills to address complex problems efficiently.

In today’s fast-paced world, problem-solving skills are highly valued by employers as they enable individuals to navigate obstacles, adapt to changes, and drive innovation. By mastering problem-solving skills, individuals can enhance their productivity, efficiency, and overall performance in various aspects of life.

Moreover, problem-solving skills empower individuals to approach problems with a positive mindset, viewing challenges as opportunities for growth and development rather than setbacks. The ability to think critically and strategically enables individuals to make informed decisions and take proactive steps toward achieving their goals.

In essence, understanding the significance of problem-solving skills equips individuals with the tools necessary to tackle obstacles with confidence, resilience, and creativity, leading to successful outcomes and personal growth.

Understanding and implementing the key elements of the problem-solving process

Discover the elements of a complete problem-solving process with these six essential steps. From recognizing sources of problems to establishing selection criteria and assigning roles, learn how to tackle challenges effectively and efficiently. Master problem-solving skills with the right tools and training for successful outcomes.

1. Sources of Problems:

Recognizing there’s a problem is the first step in the problem-solving process. Oftentimes, a problem arises from a gap between the desired condition and the current condition. This misalignment can manifest in various ways, such as decreased productivity, customer complaints, or inefficiencies in processes. By identifying the sources of problems, you can pinpoint the root causes and begin to formulate effective solutions. Understanding the underlying issues allows you to address them strategically, leading to more sustainable and impactful problem-solving outcomes. Embracing a proactive approach to problem identification empowers individuals and teams to tackle challenges head-on, fostering a culture of continuous improvement and innovation. By acknowledging and addressing sources of problems early on, you set the stage for a successful problem-solving journey.

2. Selection Criteria:

Establishing the Roadmap to Effective problem-solving Once you’ve identified that a problem exists, the next crucial step in the problem-solving process is setting selection criteria. This step serves as the compass that guides you in determining which issues to address first. By establishing clear criteria, you can effectively prioritize problems based on their impact, urgency, and the resources required for resolution. To begin, define the key factors that will influence your decision-making process. Consider the potential consequences of each problem, such as the risks they pose to your organization or the benefits of resolving them swiftly. Additionally, evaluate the urgency of each issue and its alignment with your overall strategic goals. By setting selection criteria, you can streamline the decision-making process and ensure that your efforts are focused on the most pressing challenges. This strategic approach allows you to allocate resources efficiently and address problems in a systematic and organized manner. Remember, the key to successful problem-solving lies in recognizing which issues to prioritize and dedicating your efforts where they will have the greatest impact.

3. Roles and Responsibilities:

In any problem-solving process, assigning roles and outlining responsibilities is a critical step that cannot be overlooked. By clearly defining who is accountable for what, you ensure that everyone involved in the process understands their specific role and responsibilities. This clarity not only streamlines the problem-solving process but also helps to avoid confusion and duplication of efforts. When assigning roles, it is important to consider each individual’s strengths, expertise, and availability. By leveraging each team member’s unique skills, you can create a more efficient and effective problem-solving team. Additionally, clearly outlining responsibilities helps to establish accountability and ensures that tasks are completed promptly. Effective communication is key when assigning roles and responsibilities. Make sure that everyone understands their role, the expectations associated with it, and how it fits into the overall problem-solving process. Open lines of communication facilitate collaboration and enable team members to work together seamlessly toward a common goal. By assigning roles and responsibilities clearly and thoughtfully, you set the stage for a successful problem-solving process where everyone knows their part and can contribute effectively to finding solutions.

4. Training System:

Training System: Equipping people with the necessary knowledge and skills for problem-solving is essential. This could involve training on specific tools and techniques. When it comes to problem-solving, having a well-trained team can make all the difference in successfully navigating challenges. Providing your team with the right training system ensures that they are equipped with the necessary knowledge and skills to effectively address issues that arise. This training may include familiarizing team members with specific problem-solving tools and techniques, such as root cause analysis, brainstorming, or decision matrices. By investing in training programs tailored to problem-solving, organizations can empower their employees to approach problems methodically and strategically, leading to more efficient and successful outcomes. A well-trained team not only boosts problem-solving capabilities but also fosters a culture of continuous improvement and innovation within the organization.

5. Set of Problem-Solving Tools:

To effectively navigate the problem-solving process, having a set of problem-solving tools at your disposal is crucial. These tools act as a resource kit that equips you with different methods and strategies to address a wide range of issues. The specific tools you need will vary depending on the nature and complexity of the problem you are facing. For instance, if you are dealing with a data-related problem, statistical analysis tools may be essential, while for interpersonal conflicts, communication and negotiation tools could be more suitable. By having a diverse set of problem-solving tools, you can approach challenges from different angles, experiment with various techniques, and adapt your problem-solving approach based on specific circumstances. Some common problem-solving tools include brainstorming sessions, root cause analysis, SWOT analysis, decision matrices, mind mapping, and fishbone diagrams. Each tool offers a unique perspective and methodology to tackle problems effectively. Moreover, as you gain experience in problem-solving, you can expand your repertoire of tools and techniques, honing your skills and enhancing your problem-solving capabilities. By cultivating a toolbox of problem-solving methods, you empower yourself to address diverse challenges with confidence and efficiency, leading to successful outcomes and sustainable solutions.

6. Monitoring System:

A good problem-solving process includes monitoring to gauge effectiveness. This might involve tracking metrics to see if solutions are working as intended. Once a solution is implemented, the job is not done. Monitoring the outcomes and effectiveness of the solution is crucial to ensure that the problem has been adequately addressed. By setting up a monitoring system, you can track relevant metrics and indicators to assess whether the solution is producing the desired results. Regularly reviewing the progress and impact of the implemented solution allows you to make any necessary adjustments or improvements along the way. Monitoring can help you identify any emerging issues or unintended consequences that may arise, enabling you to take proactive steps to address them promptly. By establishing a robust monitoring system as part of your problem-solving process, you can stay informed about the effectiveness of your solutions and make data-driven decisions to continuously improve and refine your problem-solving approach.

Steps to effective problem-solving

Effective problem-solving is a valuable skill that can empower individuals to overcome challenges and achieve success in various aspects of life. Whether you are facing a personal dilemma or tackling a complex work-related issue, mastering problem-solving skills can make a significant difference in your ability to navigate through obstacles. Here are some key steps to effective problem-solving:

1. Define the problem:

The first step in solving any problem is to identify and define the issue at hand. Take the time to analyze the situation, understand the root cause of the problem, and determine the desired outcome.

2. Gather information:

Once you have a clear understanding of the problem, gather relevant information and data that can help you make informed decisions. Consider different perspectives, brainstorm potential solutions, and explore various alternatives.

3. Generate solutions:

Brainstorm possible solutions to the problem, considering both conventional and creative approaches. Encourage open communication and collaboration with others to generate diverse ideas and perspectives.

4. Evaluate options:

Assess the pros and cons of each potential solution based on the available information and your desired outcome. Consider the feasibility, cost, time constraints, and potential impact of each option.

5. Make a decision:

After carefully evaluating the available options, decide on the most appropriate solution. Trust your judgment and be prepared to take calculated risks when necessary.

6. Implement the solution:

Once you have chosen a solution, create a detailed action plan outlining the steps needed to implement it effectively. Assign responsibilities, set deadlines, and monitor progress to ensure successful implementation.

7. Evaluate results:

After implementing the solution, evaluate the results and outcomes to determine the effectiveness of your problem-solving approach. Reflect on the process, identify lessons learned, and adjust for future problem-solving endeavors. By following these steps to effective problem-solving, you can enhance your problem-solving skills, boost your confidence in overcoming challenges, and achieve positive outcomes in various areas of your life.

Real-life examples of successful problem-solving

In mastering problem-solving skills, real-life examples can provide valuable insights and inspiration. Successful problem-solving often involves a combination of creativity, critical thinking, and perseverance. Let’s take a look at some real-life examples where individuals or teams have effectively tackled challenging problems:

1. SpaceX's Falcon 9 Landing:

SpaceX Falcon 9 faced the challenge of developing reusable rocket technology to reduce the cost of space travel. Through innovative engineering and relentless testing, SpaceX successfully landed their Falcon 9 rockets back on Earth after launching them into space. This groundbreaking achievement revolutionized the aerospace industry and demonstrated exceptional problem-solving skills.

2. Airbnb's Trust and Safety Measures:

Airbnb encountered the challenge of ensuring trust and safety among its users in the sharing economy. By implementing robust verification processes, secure payment systems, and user reviews, Airbnb effectively addressed concerns related to accommodation quality and guest safety. This problem-solving approach has been instrumental in building Airbnb’s reputation as a trusted platform for travelers worldwide.

3. Doctors without Borders Medical Missions:

Doctors Without Borders operates in some of the world’s most challenging environments, providing medical care to populations affected by conflict, epidemics, and natural disasters. The organization’s healthcare professionals demonstrate exceptional problem-solving skills by adapting to resource constraints, navigating logistical hurdles, and delivering life-saving treatments in crises. Their dedication and resilience exemplify the impact of problem-solving in humanitarian work.

These real-life examples highlight the diverse ways in which problem-solving skills can drive innovation, progress, and positive change. By studying successful problem-solving strategies employed in different contexts, individuals can enhance their problem-solving abilities and approach challenges with confidence and creativity.

Strategies to enhance your problem-solving skills.

Active listening is a useful technique for improving your problem-solving abilities. Rather than merely hearing what is being said, active listening is giving what is being said your whole attention. This entails being aware of both spoken and nonverbal clues, including body language, facial expressions, and voice tone.

By actively listening, you can better understand the problem at hand and the perspectives of others involved, which can lead to more effective solutions.

Another strategy to enhance problem-solving skills is to break down complex issues into smaller, more manageable parts. Instead of trying to tackle a problem all at once, approach it step by step. This method allows you to focus on one aspect at a time, leading to a clearer understanding of the problem and potential solutions. Furthermore, embracing a growth mindset is crucial for improving problem-solving abilities. A growth mindset involves believing that intelligence and abilities can be developed through dedication and hard work. By adopting this mindset, you are more likely to persist in the face of challenges and view obstacles as opportunities for growth and learning. Lastly, seeking feedback from others can be invaluable in enhancing problem-solving skills. Constructive feedback from peers, mentors, or supervisors can provide new perspectives and insights that you may not have considered. Additionally, reflecting on past problem-solving experiences and identifying areas for improvement can help you continuously refine and strengthen your problem-solving capabilities.

In conclusion, mastering problem-solving skills is an essential aspect of personal and professional growth. By understanding the definitions, following the steps, and learning from real-life examples provided in this blog post, you are well on your way to becoming a proficient problem solver. Remember, practice makes perfect, so keep honing your problem-solving skills in various situations to enhance your decision-making abilities and achieve success. If you found this blog post helpful, please share it with others who may benefit from improving their problem-solving skills. Thank you for reading and best of luck on your problem-solving journey!

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14.3 Problem Solving and Decision Making in Groups

Learning objectives.

Discuss the common components and characteristics of problems.
Explain the five steps of the group problem-solving process.
Describe the brainstorming and discussion that should take place before the group makes a decision.
Compare and contrast the different decision-making techniques.
Discuss the various influences on decision making.

Although the steps of problem solving and decision making that we will discuss next may seem obvious, we often don’t think to or choose not to use them. Instead, we start working on a problem and later realize we are lost and have to backtrack. I’m sure we’ve all reached a point in a project or task and had the “OK, now what?” moment. I’ve recently taken up some carpentry projects as a functional hobby, and I have developed a great respect for the importance of advanced planning. It’s frustrating to get to a crucial point in building or fixing something only to realize that you have to unscrew a support board that you already screwed in, have to drive back to the hardware store to get something that you didn’t think to get earlier, or have to completely start over. In this section, we will discuss the group problem-solving process, methods of decision making, and influences on these processes.

Group Problem Solving

The problem-solving process involves thoughts, discussions, actions, and decisions that occur from the first consideration of a problematic situation to the goal. The problems that groups face are varied, but some common problems include budgeting funds, raising funds, planning events, addressing customer or citizen complaints, creating or adapting products or services to fit needs, supporting members, and raising awareness about issues or causes.

Problems of all sorts have three common components (Adams & Galanes, 2009):

An undesirable situation. When conditions are desirable, there isn’t a problem.
A desired situation. Even though it may only be a vague idea, there is a drive to better the undesirable situation. The vague idea may develop into a more precise goal that can be achieved, although solutions are not yet generated.
Obstacles between undesirable and desirable situation. These are things that stand in the way between the current situation and the group’s goal of addressing it. This component of a problem requires the most work, and it is the part where decision making occurs. Some examples of obstacles include limited funding, resources, personnel, time, or information. Obstacles can also take the form of people who are working against the group, including people resistant to change or people who disagree.

Discussion of these three elements of a problem helps the group tailor its problem-solving process, as each problem will vary. While these three general elements are present in each problem, the group should also address specific characteristics of the problem. Five common and important characteristics to consider are task difficulty, number of possible solutions, group member interest in problem, group member familiarity with problem, and the need for solution acceptance (Adams & Galanes, 2009).

Task difficulty. Difficult tasks are also typically more complex. Groups should be prepared to spend time researching and discussing a difficult and complex task in order to develop a shared foundational knowledge. This typically requires individual work outside of the group and frequent group meetings to share information.
Number of possible solutions. There are usually multiple ways to solve a problem or complete a task, but some problems have more potential solutions than others. Figuring out how to prepare a beach house for an approaching hurricane is fairly complex and difficult, but there are still a limited number of things to do—for example, taping and boarding up windows; turning off water, electricity, and gas; trimming trees; and securing loose outside objects. Other problems may be more creatively based. For example, designing a new restaurant may entail using some standard solutions but could also entail many different types of innovation with layout and design.
Group member interest in problem. When group members are interested in the problem, they will be more engaged with the problem-solving process and invested in finding a quality solution. Groups with high interest in and knowledge about the problem may want more freedom to develop and implement solutions, while groups with low interest may prefer a leader who provides structure and direction.
Group familiarity with problem. Some groups encounter a problem regularly, while other problems are more unique or unexpected. A family who has lived in hurricane alley for decades probably has a better idea of how to prepare its house for a hurricane than does a family that just recently moved from the Midwest. Many groups that rely on funding have to revisit a budget every year, and in recent years, groups have had to get more creative with budgets as funding has been cut in nearly every sector. When group members aren’t familiar with a problem, they will need to do background research on what similar groups have done and may also need to bring in outside experts.
Need for solution acceptance. In this step, groups must consider how many people the decision will affect and how much “buy-in” from others the group needs in order for their solution to be successfully implemented. Some small groups have many stakeholders on whom the success of a solution depends. Other groups are answerable only to themselves. When a small group is planning on building a new park in a crowded neighborhood or implementing a new policy in a large business, it can be very difficult to develop solutions that will be accepted by all. In such cases, groups will want to poll those who will be affected by the solution and may want to do a pilot implementation to see how people react. Imposing an excellent solution that doesn’t have buy-in from stakeholders can still lead to failure.

Group problem solving can be a confusing puzzle unless it is approached systematically.

Muness Castle – Problem Solving – CC BY-SA 2.0.

Group Problem-Solving Process

There are several variations of similar problem-solving models based on US American scholar John Dewey’s reflective thinking process (Bormann & Bormann, 1988). As you read through the steps in the process, think about how you can apply what we learned regarding the general and specific elements of problems. Some of the following steps are straightforward, and they are things we would logically do when faced with a problem. However, taking a deliberate and systematic approach to problem solving has been shown to benefit group functioning and performance. A deliberate approach is especially beneficial for groups that do not have an established history of working together and will only be able to meet occasionally. Although a group should attend to each step of the process, group leaders or other group members who facilitate problem solving should be cautious not to dogmatically follow each element of the process or force a group along. Such a lack of flexibility could limit group member input and negatively affect the group’s cohesion and climate.

Step 1: Define the Problem

Define the problem by considering the three elements shared by every problem: the current undesirable situation, the goal or more desirable situation, and obstacles in the way (Adams & Galanes, 2009). At this stage, group members share what they know about the current situation, without proposing solutions or evaluating the information. Here are some good questions to ask during this stage: What is the current difficulty? How did we come to know that the difficulty exists? Who/what is involved? Why is it meaningful/urgent/important? What have the effects been so far? What, if any, elements of the difficulty require clarification? At the end of this stage, the group should be able to compose a single sentence that summarizes the problem called a problem statement . Avoid wording in the problem statement or question that hints at potential solutions. A small group formed to investigate ethical violations of city officials could use the following problem statement: “Our state does not currently have a mechanism for citizens to report suspected ethical violations by city officials.”

Step 2: Analyze the Problem

During this step a group should analyze the problem and the group’s relationship to the problem. Whereas the first step involved exploring the “what” related to the problem, this step focuses on the “why.” At this stage, group members can discuss the potential causes of the difficulty. Group members may also want to begin setting out an agenda or timeline for the group’s problem-solving process, looking forward to the other steps. To fully analyze the problem, the group can discuss the five common problem variables discussed before. Here are two examples of questions that the group formed to address ethics violations might ask: Why doesn’t our city have an ethics reporting mechanism? Do cities of similar size have such a mechanism? Once the problem has been analyzed, the group can pose a problem question that will guide the group as it generates possible solutions. “How can citizens report suspected ethical violations of city officials and how will such reports be processed and addressed?” As you can see, the problem question is more complex than the problem statement, since the group has moved on to more in-depth discussion of the problem during step 2.

Step 3: Generate Possible Solutions

During this step, group members generate possible solutions to the problem. Again, solutions should not be evaluated at this point, only proposed and clarified. The question should be what could we do to address this problem, not what should we do to address it. It is perfectly OK for a group member to question another person’s idea by asking something like “What do you mean?” or “Could you explain your reasoning more?” Discussions at this stage may reveal a need to return to previous steps to better define or more fully analyze a problem. Since many problems are multifaceted, it is necessary for group members to generate solutions for each part of the problem separately, making sure to have multiple solutions for each part. Stopping the solution-generating process prematurely can lead to groupthink. For the problem question previously posed, the group would need to generate solutions for all three parts of the problem included in the question. Possible solutions for the first part of the problem (How can citizens report ethical violations?) may include “online reporting system, e-mail, in-person, anonymously, on-the-record,” and so on. Possible solutions for the second part of the problem (How will reports be processed?) may include “daily by a newly appointed ethics officer, weekly by a nonpartisan nongovernment employee,” and so on. Possible solutions for the third part of the problem (How will reports be addressed?) may include “by a newly appointed ethics commission, by the accused’s supervisor, by the city manager,” and so on.

Step 4: Evaluate Solutions

During this step, solutions can be critically evaluated based on their credibility, completeness, and worth. Once the potential solutions have been narrowed based on more obvious differences in relevance and/or merit, the group should analyze each solution based on its potential effects—especially negative effects. Groups that are required to report the rationale for their decision or whose decisions may be subject to public scrutiny would be wise to make a set list of criteria for evaluating each solution. Additionally, solutions can be evaluated based on how well they fit with the group’s charge and the abilities of the group. To do this, group members may ask, “Does this solution live up to the original purpose or mission of the group?” and “Can the solution actually be implemented with our current resources and connections?” and “How will this solution be supported, funded, enforced, and assessed?” Secondary tensions and substantive conflict, two concepts discussed earlier, emerge during this step of problem solving, and group members will need to employ effective critical thinking and listening skills.

Decision making is part of the larger process of problem solving and it plays a prominent role in this step. While there are several fairly similar models for problem solving, there are many varied decision-making techniques that groups can use. For example, to narrow the list of proposed solutions, group members may decide by majority vote, by weighing the pros and cons, or by discussing them until a consensus is reached. There are also more complex decision-making models like the “six hats method,” which we will discuss later. Once the final decision is reached, the group leader or facilitator should confirm that the group is in agreement. It may be beneficial to let the group break for a while or even to delay the final decision until a later meeting to allow people time to evaluate it outside of the group context.

Step 5: Implement and Assess the Solution

Implementing the solution requires some advanced planning, and it should not be rushed unless the group is operating under strict time restraints or delay may lead to some kind of harm. Although some solutions can be implemented immediately, others may take days, months, or years. As was noted earlier, it may be beneficial for groups to poll those who will be affected by the solution as to their opinion of it or even to do a pilot test to observe the effectiveness of the solution and how people react to it. Before implementation, groups should also determine how and when they would assess the effectiveness of the solution by asking, “How will we know if the solution is working or not?” Since solution assessment will vary based on whether or not the group is disbanded, groups should also consider the following questions: If the group disbands after implementation, who will be responsible for assessing the solution? If the solution fails, will the same group reconvene or will a new group be formed?

Once a solution has been reached and the group has the “green light” to implement it, it should proceed deliberately and cautiously, making sure to consider possible consequences and address them as needed.

Jocko Benoit – Prodigal Light – CC BY-NC-ND 2.0.

Certain elements of the solution may need to be delegated out to various people inside and outside the group. Group members may also be assigned to implement a particular part of the solution based on their role in the decision making or because it connects to their area of expertise. Likewise, group members may be tasked with publicizing the solution or “selling” it to a particular group of stakeholders. Last, the group should consider its future. In some cases, the group will get to decide if it will stay together and continue working on other tasks or if it will disband. In other cases, outside forces determine the group’s fate.

“Getting Competent”

Problem Solving and Group Presentations

Giving a group presentation requires that individual group members and the group as a whole solve many problems and make many decisions. Although having more people involved in a presentation increases logistical difficulties and has the potential to create more conflict, a well-prepared and well-delivered group presentation can be more engaging and effective than a typical presentation. The main problems facing a group giving a presentation are (1) dividing responsibilities, (2) coordinating schedules and time management, and (3) working out the logistics of the presentation delivery.

In terms of dividing responsibilities, assigning individual work at the first meeting and then trying to fit it all together before the presentation (which is what many college students do when faced with a group project) is not the recommended method. Integrating content and visual aids created by several different people into a seamless final product takes time and effort, and the person “stuck” with this job at the end usually ends up developing some resentment toward his or her group members. While it’s OK for group members to do work independently outside of group meetings, spend time working together to help set up some standards for content and formatting expectations that will help make later integration of work easier. Taking the time to complete one part of the presentation together can help set those standards for later individual work. Discuss the roles that various group members will play openly so there isn’t role confusion. There could be one point person for keeping track of the group’s progress and schedule, one point person for communication, one point person for content integration, one point person for visual aids, and so on. Each person shouldn’t do all that work on his or her own but help focus the group’s attention on his or her specific area during group meetings (Stanton, 2009).

Scheduling group meetings is one of the most challenging problems groups face, given people’s busy lives. From the beginning, it should be clearly communicated that the group needs to spend considerable time in face-to-face meetings, and group members should know that they may have to make an occasional sacrifice to attend. Especially important is the commitment to scheduling time to rehearse the presentation. Consider creating a contract of group guidelines that includes expectations for meeting attendance to increase group members’ commitment.

Group presentations require members to navigate many logistics of their presentation. While it may be easier for a group to assign each member to create a five-minute segment and then transition from one person to the next, this is definitely not the most engaging method. Creating a master presentation and then assigning individual speakers creates a more fluid and dynamic presentation and allows everyone to become familiar with the content, which can help if a person doesn’t show up to present and during the question-and-answer section. Once the content of the presentation is complete, figure out introductions, transitions, visual aids, and the use of time and space (Stanton, 2012). In terms of introductions, figure out if one person will introduce all the speakers at the beginning, if speakers will introduce themselves at the beginning, or if introductions will occur as the presentation progresses. In terms of transitions, make sure each person has included in his or her speaking notes when presentation duties switch from one person to the next. Visual aids have the potential to cause hiccups in a group presentation if they aren’t fluidly integrated. Practicing with visual aids and having one person control them may help prevent this. Know how long your presentation is and know how you’re going to use the space. Presenters should know how long the whole presentation should be and how long each of their segments should be so that everyone can share the responsibility of keeping time. Also consider the size and layout of the presentation space. You don’t want presenters huddled in a corner until it’s their turn to speak or trapped behind furniture when their turn comes around.

Of the three main problems facing group presenters, which do you think is the most challenging and why?
Why do you think people tasked with a group presentation (especially students) prefer to divide the parts up and have members work on them independently before coming back together and integrating each part? What problems emerge from this method? In what ways might developing a master presentation and then assigning parts to different speakers be better than the more divided method? What are the drawbacks to the master presentation method?

Decision Making in Groups

We all engage in personal decision making daily, and we all know that some decisions are more difficult than others. When we make decisions in groups, we face some challenges that we do not face in our personal decision making, but we also stand to benefit from some advantages of group decision making (Napier & Gershenfeld, 2004). Group decision making can appear fair and democratic but really only be a gesture that covers up the fact that certain group members or the group leader have already decided. Group decision making also takes more time than individual decisions and can be burdensome if some group members do not do their assigned work, divert the group with self-centered or unproductive role behaviors, or miss meetings. Conversely, though, group decisions are often more informed, since all group members develop a shared understanding of a problem through discussion and debate. The shared understanding may also be more complex and deep than what an individual would develop, because the group members are exposed to a variety of viewpoints that can broaden their own perspectives. Group decisions also benefit from synergy, one of the key advantages of group communication that we discussed earlier. Most groups do not use a specific method of decision making, perhaps thinking that they’ll work things out as they go. This can lead to unequal participation, social loafing, premature decisions, prolonged discussion, and a host of other negative consequences. So in this section we will learn some practices that will prepare us for good decision making and some specific techniques we can use to help us reach a final decision.

Brainstorming before Decision Making

Before groups can make a decision, they need to generate possible solutions to their problem. The most commonly used method is brainstorming, although most people don’t follow the recommended steps of brainstorming. As you’ll recall, brainstorming refers to the quick generation of ideas free of evaluation. The originator of the term brainstorming said the following four rules must be followed for the technique to be effective (Osborn, 1959):

Evaluation of ideas is forbidden.
Wild and crazy ideas are encouraged.
Quantity of ideas, not quality, is the goal.
New combinations of ideas presented are encouraged.

To make brainstorming more of a decision-making method rather than an idea-generating method, group communication scholars have suggested additional steps that precede and follow brainstorming (Cragan & Wright, 1991).

Do a warm-up brainstorming session. Some people are more apprehensive about publicly communicating their ideas than others are, and a warm-up session can help ease apprehension and prime group members for task-related idea generation. The warm-up can be initiated by anyone in the group and should only go on for a few minutes. To get things started, a person could ask, “If our group formed a band, what would we be called?” or “What other purposes could a mailbox serve?” In the previous examples, the first warm up gets the group’s more abstract creative juices flowing, while the second focuses more on practical and concrete ideas.
Do the actual brainstorming session. This session shouldn’t last more than thirty minutes and should follow the four rules of brainstorming mentioned previously. To ensure that the fourth rule is realized, the facilitator could encourage people to piggyback off each other’s ideas.
Eliminate duplicate ideas. After the brainstorming session is over, group members can eliminate (without evaluating) ideas that are the same or very similar.
Clarify, organize, and evaluate ideas. Before evaluation, see if any ideas need clarification. Then try to theme or group ideas together in some orderly fashion. Since “wild and crazy” ideas are encouraged, some suggestions may need clarification. If it becomes clear that there isn’t really a foundation to an idea and that it is too vague or abstract and can’t be clarified, it may be eliminated. As a caution though, it may be wise to not throw out off-the-wall ideas that are hard to categorize and to instead put them in a miscellaneous or “wild and crazy” category.

Discussion before Decision Making

The nominal group technique guides decision making through a four-step process that includes idea generation and evaluation and seeks to elicit equal contributions from all group members (Delbecq & Ven de Ven, 1971). This method is useful because the procedure involves all group members systematically, which fixes the problem of uneven participation during discussions. Since everyone contributes to the discussion, this method can also help reduce instances of social loafing. To use the nominal group technique, do the following:

Silently and individually list ideas.
Create a master list of ideas.
Clarify ideas as needed.
Take a secret vote to rank group members’ acceptance of ideas.

During the first step, have group members work quietly, in the same space, to write down every idea they have to address the task or problem they face. This shouldn’t take more than twenty minutes. Whoever is facilitating the discussion should remind group members to use brainstorming techniques, which means they shouldn’t evaluate ideas as they are generated. Ask group members to remain silent once they’ve finished their list so they do not distract others.

During the second step, the facilitator goes around the group in a consistent order asking each person to share one idea at a time. As the idea is shared, the facilitator records it on a master list that everyone can see. Keep track of how many times each idea comes up, as that could be an idea that warrants more discussion. Continue this process until all the ideas have been shared. As a note to facilitators, some group members may begin to edit their list or self-censor when asked to provide one of their ideas. To limit a person’s apprehension with sharing his or her ideas and to ensure that each idea is shared, I have asked group members to exchange lists with someone else so they can share ideas from the list they receive without fear of being personally judged.

During step three, the facilitator should note that group members can now ask for clarification on ideas on the master list. Do not let this discussion stray into evaluation of ideas. To help avoid an unnecessarily long discussion, it may be useful to go from one person to the next to ask which ideas need clarifying and then go to the originator(s) of the idea in question for clarification.

During the fourth step, members use a voting ballot to rank the acceptability of the ideas on the master list. If the list is long, you may ask group members to rank only their top five or so choices. The facilitator then takes up the secret ballots and reviews them in a random order, noting the rankings of each idea. Ideally, the highest ranked idea can then be discussed and decided on. The nominal group technique does not carry a group all the way through to the point of decision; rather, it sets the group up for a roundtable discussion or use of some other method to evaluate the merits of the top ideas.

Specific Decision-Making Techniques

Some decision-making techniques involve determining a course of action based on the level of agreement among the group members. These methods include majority, expert, authority, and consensus rule. Table 14.1 “Pros and Cons of Agreement-Based Decision-Making Techniques” reviews the pros and cons of each of these methods.

Majority rule is a simple method of decision making based on voting. In most cases a majority is considered half plus one.

Becky McCray – Voting – CC BY-NC-ND 2.0.

Majority rule is a commonly used decision-making technique in which a majority (one-half plus one) must agree before a decision is made. A show-of-hands vote, a paper ballot, or an electronic voting system can determine the majority choice. Many decision-making bodies, including the US House of Representatives, Senate, and Supreme Court, use majority rule to make decisions, which shows that it is often associated with democratic decision making, since each person gets one vote and each vote counts equally. Of course, other individuals and mediated messages can influence a person’s vote, but since the voting power is spread out over all group members, it is not easy for one person or party to take control of the decision-making process. In some cases—for example, to override a presidential veto or to amend the constitution—a super majority of two-thirds may be required to make a decision.

Minority rule is a decision-making technique in which a designated authority or expert has final say over a decision and may or may not consider the input of other group members. When a designated expert makes a decision by minority rule, there may be buy-in from others in the group, especially if the members of the group didn’t have relevant knowledge or expertise. When a designated authority makes decisions, buy-in will vary based on group members’ level of respect for the authority. For example, decisions made by an elected authority may be more accepted by those who elected him or her than by those who didn’t. As with majority rule, this technique can be time saving. Unlike majority rule, one person or party can have control over the decision-making process. This type of decision making is more similar to that used by monarchs and dictators. An obvious negative consequence of this method is that the needs or wants of one person can override the needs and wants of the majority. A minority deciding for the majority has led to negative consequences throughout history. The white Afrikaner minority that ruled South Africa for decades instituted apartheid, which was a system of racial segregation that disenfranchised and oppressed the majority population. The quality of the decision and its fairness really depends on the designated expert or authority.

Consensus rule is a decision-making technique in which all members of the group must agree on the same decision. On rare occasions, a decision may be ideal for all group members, which can lead to unanimous agreement without further debate and discussion. Although this can be positive, be cautious that this isn’t a sign of groupthink. More typically, consensus is reached only after lengthy discussion. On the plus side, consensus often leads to high-quality decisions due to the time and effort it takes to get everyone in agreement. Group members are also more likely to be committed to the decision because of their investment in reaching it. On the negative side, the ultimate decision is often one that all group members can live with but not one that’s ideal for all members. Additionally, the process of arriving at consensus also includes conflict, as people debate ideas and negotiate the interpersonal tensions that may result.

Table 14.1 Pros and Cons of Agreement-Based Decision-Making Techniques

“Getting Critical”

Six Hats Method of Decision Making

Edward de Bono developed the Six Hats method of thinking in the late 1980s, and it has since become a regular feature in decision-making training in business and professional contexts (de Bono, 1985). The method’s popularity lies in its ability to help people get out of habitual ways of thinking and to allow group members to play different roles and see a problem or decision from multiple points of view. The basic idea is that each of the six hats represents a different way of thinking, and when we figuratively switch hats, we switch the way we think. The hats and their style of thinking are as follows:

White hat. Objective—focuses on seeking information such as data and facts and then processes that information in a neutral way.
Red hat. Emotional—uses intuition, gut reactions, and feelings to judge information and suggestions.
Black hat. Negative—focuses on potential risks, points out possibilities for failure, and evaluates information cautiously and defensively.
Yellow hat. Positive—is optimistic about suggestions and future outcomes, gives constructive and positive feedback, points out benefits and advantages.
Green hat. Creative—tries to generate new ideas and solutions, thinks “outside the box.”
Blue hat. Philosophical—uses metacommunication to organize and reflect on the thinking and communication taking place in the group, facilitates who wears what hat and when group members change hats.

Specific sequences or combinations of hats can be used to encourage strategic thinking. For example, the group leader may start off wearing the Blue Hat and suggest that the group start their decision-making process with some “White Hat thinking” in order to process through facts and other available information. During this stage, the group could also process through what other groups have done when faced with a similar problem. Then the leader could begin an evaluation sequence starting with two minutes of “Yellow Hat thinking” to identify potential positive outcomes, then “Black Hat thinking” to allow group members to express reservations about ideas and point out potential problems, then “Red Hat thinking” to get people’s gut reactions to the previous discussion, then “Green Hat thinking” to identify other possible solutions that are more tailored to the group’s situation or completely new approaches. At the end of a sequence, the Blue Hat would want to summarize what was said and begin a new sequence. To successfully use this method, the person wearing the Blue Hat should be familiar with different sequences and plan some of the thinking patterns ahead of time based on the problem and the group members. Each round of thinking should be limited to a certain time frame (two to five minutes) to keep the discussion moving.

This decision-making method has been praised because it allows group members to “switch gears” in their thinking and allows for role playing, which lets people express ideas more freely. How can this help enhance critical thinking? Which combination of hats do you think would be best for a critical thinking sequence?
What combinations of hats might be useful if the leader wanted to break the larger group up into pairs and why? For example, what kind of thinking would result from putting Yellow and Red together, Black and White together, or Red and White together, and so on?
Based on your preferred ways of thinking and your personality, which hat would be the best fit for you? Which would be the most challenging? Why?

Influences on Decision Making

Many factors influence the decision-making process. For example, how might a group’s independence or access to resources affect the decisions they make? What potential advantages and disadvantages come with decisions made by groups that are more or less similar in terms of personality and cultural identities? In this section, we will explore how situational, personality, and cultural influences affect decision making in groups.

Situational Influences on Decision Making

A group’s situational context affects decision making. One key situational element is the degree of freedom that the group has to make its own decisions, secure its own resources, and initiate its own actions. Some groups have to go through multiple approval processes before they can do anything, while others are self-directed, self-governing, and self-sustaining. Another situational influence is uncertainty. In general, groups deal with more uncertainty in decision making than do individuals because of the increased number of variables that comes with adding more people to a situation. Individual group members can’t know what other group members are thinking, whether or not they are doing their work, and how committed they are to the group. So the size of a group is a powerful situational influence, as it adds to uncertainty and complicates communication.

Access to information also influences a group. First, the nature of the group’s task or problem affects its ability to get information. Group members can more easily make decisions about a problem when other groups have similarly experienced it. Even if the problem is complex and serious, the group can learn from other situations and apply what it learns. Second, the group must have access to flows of information. Access to archives, electronic databases, and individuals with relevant experience is necessary to obtain any relevant information about similar problems or to do research on a new or unique problem. In this regard, group members’ formal and information network connections also become important situational influences.

The urgency of a decision can have a major influence on the decision-making process. As a situation becomes more urgent, it requires more specific decision-making methods and types of communication.

Judith E. Bell – Urgent – CC BY-SA 2.0.

The origin and urgency of a problem are also situational factors that influence decision making. In terms of origin, problems usually occur in one of four ways:

Something goes wrong. Group members must decide how to fix or stop something. Example—a firehouse crew finds out that half of the building is contaminated with mold and must be closed down.
Expectations change or increase. Group members must innovate more efficient or effective ways of doing something. Example—a firehouse crew finds out that the district they are responsible for is being expanded.
Something goes wrong and expectations change or increase. Group members must fix/stop and become more efficient/effective. Example—the firehouse crew has to close half the building and must start responding to more calls due to the expanding district.
The problem existed from the beginning. Group members must go back to the origins of the situation and walk through and analyze the steps again to decide what can be done differently. Example—a firehouse crew has consistently had to work with minimal resources in terms of building space and firefighting tools.

In each of the cases, the need for a decision may be more or less urgent depending on how badly something is going wrong, how high the expectations have been raised, or the degree to which people are fed up with a broken system. Decisions must be made in situations ranging from crisis level to mundane.

Personality Influences on Decision Making

A long-studied typology of value orientations that affect decision making consists of the following types of decision maker: the economic, the aesthetic, the theoretical, the social, the political, and the religious (Spranger, 1928).

The economic decision maker makes decisions based on what is practical and useful.
The aesthetic decision maker makes decisions based on form and harmony, desiring a solution that is elegant and in sync with the surroundings.
The theoretical decision maker wants to discover the truth through rationality.
The social decision maker emphasizes the personal impact of a decision and sympathizes with those who may be affected by it.
The political decision maker is interested in power and influence and views people and/or property as divided into groups that have different value.
The religious decision maker seeks to identify with a larger purpose, works to unify others under that goal, and commits to a viewpoint, often denying one side and being dedicated to the other.

In the United States, economic, political, and theoretical decision making tend to be more prevalent decision-making orientations, which likely corresponds to the individualistic cultural orientation with its emphasis on competition and efficiency. But situational context, as we discussed before, can also influence our decision making.

Personality affects decision making. For example, “economic” decision makers decide based on what is practical and useful.

One Way Stock – Tough Decisions Ahead – CC BY-ND 2.0.

The personalities of group members, especially leaders and other active members, affect the climate of the group. Group member personalities can be categorized based on where they fall on a continuum anchored by the following descriptors: dominant/submissive, friendly/unfriendly, and instrumental/emotional (Cragan & Wright, 1999). The more group members there are in any extreme of these categories, the more likely that the group climate will also shift to resemble those characteristics.

Dominant versus submissive. Group members that are more dominant act more independently and directly, initiate conversations, take up more space, make more direct eye contact, seek leadership positions, and take control over decision-making processes. More submissive members are reserved, contribute to the group only when asked to, avoid eye contact, and leave their personal needs and thoughts unvoiced or give into the suggestions of others.
Friendly versus unfriendly. Group members on the friendly side of the continuum find a balance between talking and listening, don’t try to win at the expense of other group members, are flexible but not weak, and value democratic decision making. Unfriendly group members are disagreeable, indifferent, withdrawn, and selfish, which leads them to either not invest in decision making or direct it in their own interest rather than in the interest of the group.
Instrumental versus emotional. Instrumental group members are emotionally neutral, objective, analytical, task-oriented, and committed followers, which leads them to work hard and contribute to the group’s decision making as long as it is orderly and follows agreed-on rules. Emotional group members are creative, playful, independent, unpredictable, and expressive, which leads them to make rash decisions, resist group norms or decision-making structures, and switch often from relational to task focus.

Cultural Context and Decision Making

Just like neighborhoods, schools, and countries, small groups vary in terms of their degree of similarity and difference. Demographic changes in the United States and increases in technology that can bring different people together make it more likely that we will be interacting in more and more heterogeneous groups (Allen, 2011). Some small groups are more homogenous, meaning the members are more similar, and some are more heterogeneous, meaning the members are more different. Diversity and difference within groups has advantages and disadvantages. In terms of advantages, research finds that, in general, groups that are culturally heterogeneous have better overall performance than more homogenous groups (Haslett & Ruebush, 1999). Additionally, when group members have time to get to know each other and competently communicate across their differences, the advantages of diversity include better decision making due to different perspectives (Thomas, 1999). Unfortunately, groups often operate under time constraints and other pressures that make the possibility for intercultural dialogue and understanding difficult. The main disadvantage of heterogeneous groups is the possibility for conflict, but given that all groups experience conflict, this isn’t solely due to the presence of diversity. We will now look more specifically at how some of the cultural value orientations we’ve learned about already in this book can play out in groups with international diversity and how domestic diversity in terms of demographics can also influence group decision making.

International Diversity in Group Interactions

Cultural value orientations such as individualism/collectivism, power distance, and high-/low-context communication styles all manifest on a continuum of communication behaviors and can influence group decision making. Group members from individualistic cultures are more likely to value task-oriented, efficient, and direct communication. This could manifest in behaviors such as dividing up tasks into individual projects before collaboration begins and then openly debating ideas during discussion and decision making. Additionally, people from cultures that value individualism are more likely to openly express dissent from a decision, essentially expressing their disagreement with the group. Group members from collectivistic cultures are more likely to value relationships over the task at hand. Because of this, they also tend to value conformity and face-saving (often indirect) communication. This could manifest in behaviors such as establishing norms that include periods of socializing to build relationships before task-oriented communication like negotiations begin or norms that limit public disagreement in favor of more indirect communication that doesn’t challenge the face of other group members or the group’s leader. In a group composed of people from a collectivistic culture, each member would likely play harmonizing roles, looking for signs of conflict and resolving them before they become public.

Power distance can also affect group interactions. Some cultures rank higher on power-distance scales, meaning they value hierarchy, make decisions based on status, and believe that people have a set place in society that is fairly unchangeable. Group members from high-power-distance cultures would likely appreciate a strong designated leader who exhibits a more directive leadership style and prefer groups in which members have clear and assigned roles. In a group that is homogenous in terms of having a high-power-distance orientation, members with higher status would be able to openly provide information, and those with lower status may not provide information unless a higher status member explicitly seeks it from them. Low-power-distance cultures do not place as much value and meaning on status and believe that all group members can participate in decision making. Group members from low-power-distance cultures would likely freely speak their mind during a group meeting and prefer a participative leadership style.

How much meaning is conveyed through the context surrounding verbal communication can also affect group communication. Some cultures have a high-context communication style in which much of the meaning in an interaction is conveyed through context such as nonverbal cues and silence. Group members from high-context cultures may avoid saying something directly, assuming that other group members will understand the intended meaning even if the message is indirect. So if someone disagrees with a proposed course of action, he or she may say, “Let’s discuss this tomorrow,” and mean, “I don’t think we should do this.” Such indirect communication is also a face-saving strategy that is common in collectivistic cultures. Other cultures have a low-context communication style that places more importance on the meaning conveyed through words than through context or nonverbal cues. Group members from low-context cultures often say what they mean and mean what they say. For example, if someone doesn’t like an idea, they might say, “I think we should consider more options. This one doesn’t seem like the best we can do.”

In any of these cases, an individual from one culture operating in a group with people of a different cultural orientation could adapt to the expectations of the host culture, especially if that person possesses a high degree of intercultural communication competence (ICC). Additionally, people with high ICC can also adapt to a group member with a different cultural orientation than the host culture. Even though these cultural orientations connect to values that affect our communication in fairly consistent ways, individuals may exhibit different communication behaviors depending on their own individual communication style and the situation.

Domestic Diversity and Group Communication

While it is becoming more likely that we will interact in small groups with international diversity, we are guaranteed to interact in groups that are diverse in terms of the cultural identities found within a single country or the subcultures found within a larger cultural group.

Gender stereotypes sometimes influence the roles that people play within a group. For example, the stereotype that women are more nurturing than men may lead group members (both male and female) to expect that women will play the role of supporters or harmonizers within the group. Since women have primarily performed secretarial work since the 1900s, it may also be expected that women will play the role of recorder. In both of these cases, stereotypical notions of gender place women in roles that are typically not as valued in group communication. The opposite is true for men. In terms of leadership, despite notable exceptions, research shows that men fill an overwhelmingly disproportionate amount of leadership positions. We are socialized to see certain behaviors by men as indicative of leadership abilities, even though they may not be. For example, men are often perceived to contribute more to a group because they tend to speak first when asked a question or to fill a silence and are perceived to talk more about task-related matters than relationally oriented matters. Both of these tendencies create a perception that men are more engaged with the task. Men are also socialized to be more competitive and self-congratulatory, meaning that their communication may be seen as dedicated and their behaviors seen as powerful, and that when their work isn’t noticed they will be more likely to make it known to the group rather than take silent credit. Even though we know that the relational elements of a group are crucial for success, even in high-performance teams, that work is not as valued in our society as the task-related work.

Despite the fact that some communication patterns and behaviors related to our typical (and stereotypical) gender socialization affect how we interact in and form perceptions of others in groups, the differences in group communication that used to be attributed to gender in early group communication research seem to be diminishing. This is likely due to the changing organizational cultures from which much group work emerges, which have now had more than sixty years to adjust to women in the workplace. It is also due to a more nuanced understanding of gender-based research, which doesn’t take a stereotypical view from the beginning as many of the early male researchers did. Now, instead of biological sex being assumed as a factor that creates inherent communication differences, group communication scholars see that men and women both exhibit a range of behaviors that are more or less feminine or masculine. It is these gendered behaviors, and not a person’s gender, that seem to have more of an influence on perceptions of group communication. Interestingly, group interactions are still masculinist in that male and female group members prefer a more masculine communication style for task leaders and that both males and females in this role are more likely to adapt to a more masculine communication style. Conversely, men who take on social-emotional leadership behaviors adopt a more feminine communication style. In short, it seems that although masculine communication traits are more often associated with high status positions in groups, both men and women adapt to this expectation and are evaluated similarly (Haslett & Ruebush, 1999).

Other demographic categories are also influential in group communication and decision making. In general, group members have an easier time communicating when they are more similar than different in terms of race and age. This ease of communication can make group work more efficient, but the homogeneity may sacrifice some creativity. As we learned earlier, groups that are diverse (e.g., they have members of different races and generations) benefit from the diversity of perspectives in terms of the quality of decision making and creativity of output.

In terms of age, for the first time since industrialization began, it is common to have three generations of people (and sometimes four) working side by side in an organizational setting. Although four generations often worked together in early factories, they were segregated based on their age group, and a hierarchy existed with older workers at the top and younger workers at the bottom. Today, however, generations interact regularly, and it is not uncommon for an older person to have a leader or supervisor who is younger than him or her (Allen, 2011). The current generations in the US workplace and consequently in work-based groups include the following:

The Silent Generation. Born between 1925 and 1942, currently in their midsixties to mideighties, this is the smallest generation in the workforce right now, as many have retired or left for other reasons. This generation includes people who were born during the Great Depression or the early part of World War II, many of whom later fought in the Korean War (Clarke, 1970).
The Baby Boomers. Born between 1946 and 1964, currently in their late forties to midsixties, this is the largest generation in the workforce right now. Baby boomers are the most populous generation born in US history, and they are working longer than previous generations, which means they will remain the predominant force in organizations for ten to twenty more years.
Generation X. Born between 1965 and 1981, currently in their early thirties to midforties, this generation was the first to see technology like cell phones and the Internet make its way into classrooms and our daily lives. Compared to previous generations, “Gen-Xers” are more diverse in terms of race, religious beliefs, and sexual orientation and also have a greater appreciation for and understanding of diversity.
Generation Y. Born between 1982 and 2000, “Millennials” as they are also called are currently in their late teens up to about thirty years old. This generation is not as likely to remember a time without technology such as computers and cell phones. They are just starting to enter into the workforce and have been greatly affected by the economic crisis of the late 2000s, experiencing significantly high unemployment rates.

The benefits and challenges that come with diversity of group members are important to consider. Since we will all work in diverse groups, we should be prepared to address potential challenges in order to reap the benefits. Diverse groups may be wise to coordinate social interactions outside of group time in order to find common ground that can help facilitate interaction and increase group cohesion. We should be sensitive but not let sensitivity create fear of “doing something wrong” that then prevents us from having meaningful interactions. Reviewing Chapter 8 “Culture and Communication” will give you useful knowledge to help you navigate both international and domestic diversity and increase your communication competence in small groups and elsewhere.

Key Takeaways

Every problem has common components: an undesirable situation, a desired situation, and obstacles between the undesirable and desirable situations. Every problem also has a set of characteristics that vary among problems, including task difficulty, number of possible solutions, group member interest in the problem, group familiarity with the problem, and the need for solution acceptance.

The group problem-solving process has five steps:

Define the problem by creating a problem statement that summarizes it.
Analyze the problem and create a problem question that can guide solution generation.
Generate possible solutions. Possible solutions should be offered and listed without stopping to evaluate each one.
Evaluate the solutions based on their credibility, completeness, and worth. Groups should also assess the potential effects of the narrowed list of solutions.
Implement and assess the solution. Aside from enacting the solution, groups should determine how they will know the solution is working or not.
Before a group makes a decision, it should brainstorm possible solutions. Group communication scholars suggest that groups (1) do a warm-up brainstorming session; (2) do an actual brainstorming session in which ideas are not evaluated, wild ideas are encouraged, quantity not quality of ideas is the goal, and new combinations of ideas are encouraged; (3) eliminate duplicate ideas; and (4) clarify, organize, and evaluate ideas. In order to guide the idea-generation process and invite equal participation from group members, the group may also elect to use the nominal group technique.
Common decision-making techniques include majority rule, minority rule, and consensus rule. With majority rule, only a majority, usually one-half plus one, must agree before a decision is made. With minority rule, a designated authority or expert has final say over a decision, and the input of group members may or may not be invited or considered. With consensus rule, all members of the group must agree on the same decision.

Several factors influence the decision-making process:

Situational factors include the degree of freedom a group has to make its own decisions, the level of uncertainty facing the group and its task, the size of the group, the group’s access to information, and the origin and urgency of the problem.
Personality influences on decision making include a person’s value orientation (economic, aesthetic, theoretical, political, or religious), and personality traits (dominant/submissive, friendly/unfriendly, and instrumental/emotional).
Cultural influences on decision making include the heterogeneity or homogeneity of the group makeup; cultural values and characteristics such as individualism/collectivism, power distance, and high-/low-context communication styles; and gender and age differences.
Scenario 1. Task difficulty is high, number of possible solutions is high, group interest in problem is high, group familiarity with problem is low, and need for solution acceptance is high.
Scenario 2. Task difficulty is low, number of possible solutions is low, group interest in problem is low, group familiarity with problem is high, and need for solution acceptance is low.
Scenario 1: Academic. A professor asks his or her class to decide whether the final exam should be an in-class or take-home exam.
Scenario 2: Professional. A group of coworkers must decide which person from their department to nominate for a company-wide award.
Scenario 3: Personal. A family needs to decide how to divide the belongings and estate of a deceased family member who did not leave a will.
Scenario 4: Civic. A local branch of a political party needs to decide what five key issues it wants to include in the national party’s platform.
Group communication researchers have found that heterogeneous groups (composed of diverse members) have advantages over homogenous (more similar) groups. Discuss a group situation you have been in where diversity enhanced your and/or the group’s experience.

Adams, K., and Gloria G. Galanes, Communicating in Groups: Applications and Skills , 7th ed. (Boston, MA: McGraw-Hill, 2009), 220–21.

Allen, B. J., Difference Matters: Communicating Social Identity , 2nd ed. (Long Grove, IL: Waveland, 2011), 5.

Bormann, E. G., and Nancy C. Bormann, Effective Small Group Communication , 4th ed. (Santa Rosa, CA: Burgess CA, 1988), 112–13.

Clarke, G., “The Silent Generation Revisited,” Time, June 29, 1970, 46.

Cragan, J. F., and David W. Wright, Communication in Small Group Discussions: An Integrated Approach , 3rd ed. (St. Paul, MN: West Publishing, 1991), 77–78.

de Bono, E., Six Thinking Hats (Boston, MA: Little, Brown, 1985).

Delbecq, A. L., and Andrew H. Ven de Ven, “A Group Process Model for Problem Identification and Program Planning,” The Journal of Applied Behavioral Science 7, no. 4 (1971): 466–92.

Haslett, B. B., and Jenn Ruebush, “What Differences Do Individual Differences in Groups Make?: The Effects of Individuals, Culture, and Group Composition,” in The Handbook of Group Communication Theory and Research , ed. Lawrence R. Frey (Thousand Oaks, CA: Sage, 1999), 133.

Napier, R. W., and Matti K. Gershenfeld, Groups: Theory and Experience , 7th ed. (Boston, MA: Houghton Mifflin, 2004), 292.

Osborn, A. F., Applied Imagination (New York: Charles Scribner’s Sons, 1959).

Spranger, E., Types of Men (New York: Steckert, 1928).

Stanton, C., “How to Deliver Group Presentations: The Unified Team Approach,” Six Minutes Speaking and Presentation Skills , November 3, 2009, accessed August 28, 2012, http://sixminutes.dlugan.com/group-presentations-unified-team-approach .

Thomas, D. C., “Cultural Diversity and Work Group Effectiveness: An Experimental Study,” Journal of Cross-Cultural Psychology 30, no. 2 (1999): 242–63.

Communication in the Real World Copyright © 2016 by University of Minnesota is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License , except where otherwise noted.

Introduction to Problem Solving Skills

What is problem solving and why is it important.

The ability to solve problems is a basic life skill and is essential to our day-to-day lives, at home, at school, and at work. We solve problems every day without really thinking about how we solve them. For example: it’s raining and you need to go to the store. What do you do? There are lots of possible solutions. Take your umbrella and walk. If you don't want to get wet, you can drive, or take the bus. You might decide to call a friend for a ride, or you might decide to go to the store another day. There is no right way to solve this problem and different people will solve it differently.

Problem solving is the process of identifying a problem, developing possible solution paths, and taking the appropriate course of action.

Why is problem solving important? Good problem solving skills empower you not only in your personal life but are critical in your professional life. In the current fast-changing global economy, employers often identify everyday problem solving as crucial to the success of their organizations. For employees, problem solving can be used to develop practical and creative solutions, and to show independence and initiative to employers.

Throughout this case study you will be asked to jot down your thoughts in idea logs. These idea logs are used for reflection on concepts and for answering short questions. When you click on the "Next" button, your responses will be saved for that page. If you happen to close the webpage, you will lose your work on the page you were on, but previous pages will be saved. At the end of the case study, click on the "Finish and Export to PDF" button to acknowledge completion of the case study and receive a PDF document of your idea logs.

What Does Problem Solving Look Like?

IDEAL heuristic strategy for problem solving

The ability to solve problems is a skill, and just like any other skill, the more you practice, the better you get. So how exactly do you practice problem solving? Learning about different problem solving strategies and when to use them will give you a good start. Problem solving is a process. Most strategies provide steps that help you identify the problem and choose the best solution. There are two basic types of strategies: algorithmic and heuristic.

Algorithmic strategies are traditional step-by-step guides to solving problems. They are great for solving math problems (in algebra: multiply and divide, then add or subtract) or for helping us remember the correct order of things (a mnemonic such as “Spring Forward, Fall Back” to remember which way the clock changes for daylight saving time, or “Righty Tighty, Lefty Loosey” to remember what direction to turn bolts and screws). Algorithms are best when there is a single path to the correct solution.

But what do you do when there is no single solution for your problem? Heuristic methods are general guides used to identify possible solutions. A popular one that is easy to remember is IDEAL [ Bransford & Stein, 1993 ] :

I dentify the problem
D efine the context of the problem
E xplore possible strategies
A ct on best solution

IDEAL is just one problem solving strategy. Building a toolbox of problem solving strategies will improve your problem solving skills. With practice, you will be able to recognize and use multiple strategies to solve complex problems.

Watch the video

What is the best way to get a peanut out of a tube that cannot be moved? Watch a chimpanzee solve this problem in the video below [ Geert Stienissen, 2010 ].

[PDF transcript]

Describe the series of steps you think the chimpanzee used to solve this problem.

[Page 2: What does Problem Solving Look Like?] Describe the series of steps you think the chimpanzee used to solve this problem.

Think of an everyday problem you've encountered recently and describe your steps for solving it.

[Page 2: What does Problem Solving Look Like?] Think of an everyday problem you've encountered recently and describe your steps for solving it.

Developing Problem Solving Processes

Problem solving is a process that uses steps to solve problems. But what does that really mean? Let's break it down and start building our toolbox of problem solving strategies.

What is the first step of solving any problem? The first step is to recognize that there is a problem and identify the right cause of the problem. This may sound obvious, but similar problems can arise from different events, and the real issue may not always be apparent. To really solve the problem, it's important to find out what started it all. This is called identifying the root cause .

Example: You and your classmates have been working long hours on a project in the school's workshop. The next afternoon, you try to use your student ID card to access the workshop, but discover that your magnetic strip has been demagnetized. Since the card was a couple of years old, you chalk it up to wear and tear and get a new ID card. Later that same week you learn that several of your classmates had the same problem! After a little investigation, you discover that a strong magnet was stored underneath a workbench in the workshop. The magnet was the root cause of the demagnetized student ID cards.

The best way to identify the root cause of the problem is to ask questions and gather information. If you have a vague problem, investigating facts is more productive than guessing a solution. Ask yourself questions about the problem. What do you know about the problem? What do you not know? When was the last time it worked correctly? What has changed since then? Can you diagram the process into separate steps? Where in the process is the problem occurring? Be curious, ask questions, gather facts, and make logical deductions rather than assumptions.

Watch Adam Savage from Mythbusters, describe his problem solving process [ ForaTv, 2010 ]. As you watch this section of the video, try to identify the questions he asks and the different strategies he uses.

Adam Savage shared many of his problem solving processes. List the ones you think are the five most important. Your list may be different from other people in your class—that's ok!

[Page 3: Developing Problem Solving Processes] Adam Savage shared many of his problem solving processes. List the ones you think are the five most important.

“The ability to ask the right question is more than half the battle of finding the answer.” — Thomas J. Watson , founder of IBM

Voices From the Field: Solving Problems

In manufacturing facilities and machine shops, everyone on the floor is expected to know how to identify problems and find solutions. Today's employers look for the following skills in new employees: to analyze a problem logically, formulate a solution, and effectively communicate with others.

In this video, industry professionals share their own problem solving processes, the problem solving expectations of their employees, and an example of how a problem was solved.

Meet the Partners:

Taconic High School in Pittsfield, Massachusetts, is a comprehensive, fully accredited high school with special programs in Health Technology, Manufacturing Technology, and Work-Based Learning.
Berkshire Community College in Pittsfield, Massachusetts, prepares its students with applied manufacturing technical skills, providing hands-on experience at industrial laboratories and manufacturing facilities, and instructing them in current technologies.
H.C. Starck in Newton, Massachusetts, specializes in processing and manufacturing technology metals, such as tungsten, niobium, and tantalum. In almost 100 years of experience, they hold over 900 patents, and continue to innovate and develop new products.
Nypro Healthcare in Devens, Massachusetts, specializes in precision injection-molded healthcare products. They are committed to good manufacturing processes including lean manufacturing and process validation.

Making Decisions

Now that you have a couple problem solving strategies in your toolbox, let's practice. In this exercise, you are given a scenario and you will be asked to decide what steps you would take to identify and solve the problem.

Scenario: You are a new employee and have just finished your training. As your first project, you have been assigned the milling of several additional components for a regular customer. Together, you and your trainer, Bill, set up for the first run. Checking your paperwork, you gather the tools and materials on the list. As you are mounting the materials on the table, you notice that you didn't grab everything and hurriedly grab a few more items from one of the bins. Once the material is secured on the CNC table, you load tools into the tool carousel in the order listed on the tool list and set the fixture offsets.

Bill tells you that since this is a rerun of a job several weeks ago, the CAD/CAM model has already been converted to CNC G-code. Bill helps you download the code to the CNC machine. He gives you the go-ahead and leaves to check on another employee. You decide to start your first run.

What problems did you observe in the video?

[Page 5: Making Decisions] What problems did you observe in the video?
What do you do next?
Try to fix it yourself.
Ask your trainer for help.

As you are cleaning up, you think about what happened and wonder why it happened. You try to create a mental picture of what happened. You are not exactly sure what the end mill hit, but it looked like it might have hit the dowel pin. You wonder if you grabbed the correct dowel pins from the bins earlier.

You can think of two possible next steps. You can recheck the dowel pin length to make sure it is the correct length, or do a dry run using the CNC single step or single block function with the spindle empty to determine what actually happened.

Check the dowel pins.
Use the single step/single block function to determine what happened.

You notice that your trainer, Bill, is still on the floor and decide to ask him for help. You describe the problem to him. Bill asks if you know what the end mill ran into. You explain that you are not sure but you think it was the dowel pin. Bill reminds you that it is important to understand what happened so you can fix the correct problem. He suggests that you start all over again and begin with a dry run using the single step/single block function, with the spindle empty, to determine what it hit. Or, since it happened at the end, he mentions that you can also check the G-code to make sure the Z-axis is raised before returning to the home position.

Run the single step/single block function.
Edit the G-code to raise the Z-axis.

You finish cleaning up and check the CNC for any damage. Luckily, everything looks good. You check your paperwork and gather the components and materials again. You look at the dowel pins you used earlier, and discover that they are not the right length. As you go to grab the correct dowel pins, you have to search though several bins. For the first time, you are aware of the mess - it looks like the dowel pins and other items have not been put into the correctly labeled bins. You spend 30 minutes straightening up the bins and looking for the correct dowel pins.

Finally finding them, you finish setting up. You load tools into the tool carousel in the order listed on the tool list and set the fixture offsets. Just to make sure, you use the CNC single step/single block function, to do a dry run of the part. Everything looks good! You are ready to create your first part. The first component is done, and, as you admire your success, you notice that the part feels hotter than it should.

You wonder why? You go over the steps of the process to mentally figure out what could be causing the residual heat. You wonder if there is a problem with the CNC's coolant system or if the problem is in the G-code.

Look at the G-code.

After thinking about the problem, you decide that maybe there's something wrong with the setup. First, you clean up the damaged materials and remove the broken tool. You check the CNC machine carefully for any damage. Luckily, everything looks good. It is time to start over again from the beginning.

You again check your paperwork and gather the tools and materials on the setup sheet. After securing the new materials, you use the CNC single step/single block function with the spindle empty, to do a dry run of the part. You watch carefully to see if you can figure out what happened. It looks to you like the spindle barely misses hitting the dowel pin. You determine that the end mill was broken when it hit the dowel pin while returning to the start position.

After conducting a dry run using the single step/single block function, you determine that the end mill was damaged when it hit the dowel pin on its return to the home position. You discuss your options with Bill. Together, you decide the best thing to do would be to edit the G-code and raise the Z-axis before returning to home. You open the CNC control program and edit the G-code. Just to make sure, you use the CNC single step/single block function, to do another dry run of the part. You are ready to create your first part. It works. You first part is completed. Only four more to go.

As you are cleaning up, you notice that the components are hotter than you expect and the end mill looks more worn than it should be. It dawns on you that while you were milling the component, the coolant didn't turn on. You wonder if it is a software problem in the G-code or hardware problem with the CNC machine.

It's the end of the day and you decide to finish the rest of the components in the morning.

You decide to look at the G-code in the morning.
You leave a note on the machine, just in case.

You decide that the best thing to do would be to edit the G-code and raise the Z-axis of the spindle before it returns to home. You open the CNC control program and edit the G-code.

While editing the G-code to raise the Z-axis, you notice that the coolant is turned off at the beginning of the code and at the end of the code. The coolant command error caught your attention because your coworker, Mark, mentioned having a similar issue during lunch. You change the coolant command to turn the mist on.

You decide to talk with your supervisor.
You discuss what happened with a coworker over lunch.

As you reflect on the residual heat problem, you think about the machining process and the factors that could have caused the issue. You try to think of anything and everything that could be causing the issue. Are you using the correct tool for the specified material? Are you using the specified material? Is it running at the correct speed? Is there enough coolant? Are there chips getting in the way?

Wait, was the coolant turned on? As you replay what happened in your mind, you wonder why the coolant wasn't turned on. You decide to look at the G-code to find out what is going on.

From the milling machine computer, you open the CNC G-code. You notice that there are no coolant commands. You add them in and on the next run, the coolant mist turns on and the residual heat issues is gone. Now, its on to creating the rest of the parts.

Have you ever used brainstorming to solve a problem? Chances are, you've probably have, even if you didn't realize it.

You notice that your trainer, Bill, is on the floor and decide to ask him for help. You describe the problem with the end mill breaking, and how you discovered that items are not being returned to the correctly labeled bins. You think this caused you to grab the incorrect length dowel pins on your first run. You have sorted the bins and hope that the mess problem is fixed. You then go on to tell Bill about the residual heat issue with the completed part.

Together, you go to the milling machine. Bill shows you how to check the oil and coolant levels. Everything looks good at the machine level. Next, on the CNC computer, you open the CNC G-code. While looking at the code, Bill points out that there are no coolant commands. Bill adds them in and when you rerun the program, it works.

Bill is glad you mentioned the problem to him. You are the third worker to mention G-code issues over the last week. You noticed the coolant problems in your G-code, John noticed a Z-axis issue in his G-code, and Sam had issues with both the Z-axis and the coolant. Chances are, there is a bigger problem and Bill will need to investigate the root cause .

Talking with Bill, you discuss the best way to fix the problem. Bill suggests editing the G-code to raise the Z-axis of the spindle before it returns to its home position. You open the CNC control program and edit the G-code. Following the setup sheet, you re-setup the job and use the CNC single step/single block function, to do another dry run of the part. Everything looks good, so you run the job again and create the first part. It works. Since you need four of each component, you move on to creating the rest of them before cleaning up and leaving for the day.

It's a new day and you have new components to create. As you are setting up, you go in search of some short dowel pins. You discover that the bins are a mess and components have not been put away in the correctly labeled bins. You wonder if this was the cause of yesterday's problem. As you reorganize the bins and straighten up the mess, you decide to mention the mess issue to Bill in your afternoon meeting.

You describe the bin mess and using the incorrect length dowels to Bill. He is glad you mentioned the problem to him. You are not the first person to mention similar issues with tools and parts not being put away correctly. Chances are there is a bigger safety issue here that needs to be addressed in the next staff meeting.

In any workplace, following proper safety and cleanup procedures is always important. This is especially crucial in manufacturing where people are constantly working with heavy, costly and sometimes dangerous equipment. When issues and problems arise, it is important that they are addressed in an efficient and timely manner. Effective communication is an important tool because it can prevent problems from recurring, avoid injury to personnel, reduce rework and scrap, and ultimately, reduce cost, and save money.

You now know that the end mill was damaged when it hit the dowel pin. It seems to you that the easiest thing to do would be to edit the G-code and raise the Z-axis position of the spindle before it returns to the home position. You open the CNC control program and edit the G-code, raising the Z-axis. Starting over, you follow the setup sheet and re-setup the job. This time, you use the CNC single step/single block function, to do another dry run of the part. Everything looks good, so you run the job again and create the first part.

At the end of the day, you are reviewing your progress with your trainer, Bill. After you describe the day's events, he reminds you to always think about safety and the importance of following work procedures. He decides to bring the issue up in the next morning meeting as a reminder to everyone.

In any workplace, following proper procedures (especially those that involve safety) is always important. This is especially crucial in manufacturing where people are constantly working with heavy, costly, and sometimes dangerous equipment. When issues and problems arise, it is important that they are addressed in an efficient and timely manner. Effective communication is an important tool because it can prevent problems from recurring, avoid injury to personnel, reduce rework and scrap, and ultimately, reduce cost, and save money. One tool to improve communication is the morning meeting or huddle.

The next morning, you check the G-code to determine what is wrong with the coolant. You notice that the coolant is turned off at the beginning of the code and also at the end of the code. This is strange. You change the G-code to turn the coolant on at the beginning of the run and off at the end. This works and you create the rest of the parts.

Throughout the day, you keep wondering what caused the G-code error. At lunch, you mention the G-code error to your coworker, John. John is not surprised. He said that he encountered a similar problem earlier this week. You decide to talk with your supervisor the next time you see him.

You are in luck. You see your supervisor by the door getting ready to leave. You hurry over to talk with him. You start off by telling him about how you asked Bill for help. Then you tell him there was a problem and the end mill was damaged. You describe the coolant problem in the G-code. Oh, and by the way, John has seen a similar problem before.

Your supervisor doesn't seem overly concerned, errors happen. He tells you "Good job, I am glad you were able to fix the issue." You are not sure whether your supervisor understood your explanation of what happened or that it had happened before.

The challenge of communicating in the workplace is learning how to share your ideas and concerns. If you need to tell your supervisor that something is not going well, it is important to remember that timing, preparation, and attitude are extremely important.

It is the end of your shift, but you want to let the next shift know that the coolant didn't turn on. You do not see your trainer or supervisor around. You decide to leave a note for the next shift so they are aware of the possible coolant problem. You write a sticky note and leave it on the monitor of the CNC control system.

How effective do you think this solution was? Did it address the problem?

In this scenario, you discovered several problems with the G-code that need to be addressed. When issues and problems arise, it is important that they are addressed in an efficient and timely manner. Effective communication is an important tool because it can prevent problems from recurring and avoid injury to personnel. The challenge of communicating in the workplace is learning how and when to share your ideas and concerns. If you need to tell your co-workers or supervisor that there is a problem, it is important to remember that timing and the method of communication are extremely important.

You are able to fix the coolant problem in the G-code. While you are glad that the problem is fixed, you are worried about why it happened in the first place. It is important to remember that if a problem keeps reappearing, you may not be fixing the right problem. You may only be addressing the symptoms.

You decide to talk to your trainer. Bill is glad you mentioned the problem to him. You are the third worker to mention G-code issues over the last week. You noticed the coolant problems in your G-code, John noticed a Z-axis issue in his G-code, and Sam had issues with both the Z-axis and the coolant. Chances are, there is a bigger problem and Bill will need to investigate the root cause .

Over lunch, you ask your coworkers about the G-code problem and what may be causing the error. Several people mention having similar problems but do not know the cause.

You have now talked to three coworkers who have all experienced similar coolant G-code problems. You make a list of who had the problem, when they had the problem, and what each person told you.

When you see your supervisor later that afternoon, you are ready to talk with him. You describe the problem you had with your component and the damaged bit. You then go on to tell him about talking with Bill and discovering the G-code issue. You show him your notes on your coworkers' coolant issues, and explain that you think there might be a bigger problem.

You supervisor thanks you for your initiative in identifying this problem. It sounds like there is a bigger problem and he will need to investigate the root cause. He decides to call a team huddle to discuss the issue, gather more information, and talk with the team about the importance of communication.

Root Cause Analysis

Root cause analysis ( RCA ) is a method of problem solving that identifies the underlying causes of an issue. Root cause analysis helps people answer the question of why the problem occurred in the first place. RCA uses clear cut steps in its associated tools, like the "5 Whys Analysis" and the "Cause and Effect Diagram," to identify the origin of the problem, so that you can:

Determine what happened.
Determine why it happened.
Fix the problem so it won’t happen again.

RCA works under the idea that systems and events are connected. An action in one area triggers an action in another, and another, and so on. By tracing back these actions, you can discover where the problem started and how it developed into the problem you're now facing. Root cause analysis can prevent problems from recurring, reduce injury to personnel, reduce rework and scrap, and ultimately, reduce cost and save money. There are many different RCA techniques available to determine the root cause of a problem. These are just a few:

Root Cause Analysis Tools
5 Whys Analysis
Fishbone or Cause and Effect Diagram
Pareto Analysis

How Huddles Work

Communication is a vital part of any setting where people work together. Effective communication helps employees and managers form efficient teams. It builds trusts between employees and management, and reduces unnecessary competition because each employee knows how their part fits in the larger goal.

One tool that management can use to promote communication in the workplace is the huddle . Just like football players on the field, a huddle is a short meeting where everyone is standing in a circle. A daily team huddle ensures that team members are aware of changes to the schedule, reiterated problems and safety issues, and how their work impacts one another. When done right, huddles create collaboration, communication, and accountability to results. Impromptu huddles can be used to gather information on a specific issue and get each team member's input.

The most important thing to remember about huddles is that they are short, lasting no more than 10 minutes, and their purpose is to communicate and identify. In essence, a huddle’s purpose is to identify priorities, communicate essential information, and discover roadblocks to productivity.

Who uses huddles? Many industries and companies use daily huddles. At first thought, most people probably think of hospitals and their daily patient update meetings, but lots of managers use daily meetings to engage their employees. Here are a few examples:

Brian Scudamore, CEO of 1-800-Got-Junk? , uses the daily huddle as an operational tool to take the pulse of his employees and as a motivational tool. Watch a morning huddle meeting .
Fusion OEM, an outsourced manufacturing and production company. What do employees take away from the daily huddle meeting .
Biz-Group, a performance consulting group. Tips for a successful huddle .

Brainstorming

One tool that can be useful in problem solving is brainstorming . Brainstorming is a creativity technique designed to generate a large number of ideas for the solution to a problem. The method was first popularized in 1953 by Alex Faickney Osborn in the book Applied Imagination . The goal is to come up with as many ideas as you can in a fixed amount of time. Although brainstorming is best done in a group, it can be done individually. Like most problem solving techniques, brainstorming is a process.

Define a clear objective.
Have an agreed a time limit.
During the brainstorming session, write down everything that comes to mind, even if the idea sounds crazy.
If one idea leads to another, write down that idea too.
Combine and refine ideas into categories of solutions.
Assess and analyze each idea as a potential solution.

When used during problem solving, brainstorming can offer companies new ways of encouraging staff to think creatively and improve production. Brainstorming relies on team members' diverse experiences, adding to the richness of ideas explored. This means that you often find better solutions to the problems. Team members often welcome the opportunity to contribute ideas and can provide buy-in for the solution chosen—after all, they are more likely to be committed to an approach if they were involved in its development. What's more, because brainstorming is fun, it helps team members bond.

Watch Peggy Morgan Collins, a marketing executive at Power Curve Communications discuss How to Stimulate Effective Brainstorming .
Watch Kim Obbink, CEO of Filter Digital, a digital content company, and her team share their top five rules for How to Effectively Generate Ideas .

Importance of Good Communication and Problem Description

talking too much when describing a problem

Communication is one of the most frequent activities we engage in on a day-to-day basis. At some point, we have all felt that we did not effectively communicate an idea as we would have liked. The key to effective communication is preparation. Rather than attempting to haphazardly improvise something, take a few minutes and think about what you want say and how you will say it. If necessary, write yourself a note with the key points or ideas in the order you want to discuss them. The notes can act as a reminder or guide when you talk to your supervisor.

Tips for clear communication of an issue:

Provide a clear summary of your problem. Start at the beginning, give relevant facts, timelines, and examples.
Avoid including your opinion or personal attacks in your explanation.
Avoid using words like "always" or "never," which can give the impression that you are exaggerating the problem.
If this is an ongoing problem and you have collected documentation, give it to your supervisor once you have finished describing the problem.
Remember to listen to what's said in return; communication is a two-way process.

Not all communication is spoken. Body language is nonverbal communication that includes your posture, your hands and whether you make eye contact. These gestures can be subtle or overt, but most importantly they communicate meaning beyond what is said. When having a conversation, pay attention to how you stand. A stiff position with arms crossed over your chest may imply that you are being defensive even if your words state otherwise. Shoving your hands in your pockets when speaking could imply that you have something to hide. Be wary of using too many hand gestures because this could distract listeners from your message.

The challenge of communicating in the workplace is learning how and when to share your ideas or concerns. If you need to tell your supervisor or co-worker about something that is not going well, keep in mind that good timing and good attitude will go a long way toward helping your case.

Like all skills, effective communication needs to be practiced. Toastmasters International is perhaps the best known public speaking organization in the world. Toastmasters is open to anyone who wish to improve their speaking skills and is willing to put in the time and effort to do so. To learn more, visit Toastmasters International .

Methods of Communication

Communication of problems and issues in any workplace is important, particularly when safety is involved. It is therefore crucial in manufacturing where people are constantly working with heavy, costly, and sometimes dangerous equipment. As issues and problems arise, they need to be addressed in an efficient and timely manner. Effective communication is an important skill because it can prevent problems from recurring, avoid injury to personnel, reduce rework and scrap, and ultimately, reduce cost and save money.

There are many different ways to communicate: in person, by phone, via email, or written. There is no single method that fits all communication needs, each one has its time and place.

In person: In the workplace, face-to-face meetings should be utilized whenever possible. Being able to see the person you need to speak to face-to-face gives you instant feedback and helps you gauge their response through their body language. Be careful of getting sidetracked in conversation when you need to communicate a problem.

Email: Email has become the communication standard for most businesses. It can be accessed from almost anywhere and is great for things that don’t require an immediate response. Email is a great way to communicate non-urgent items to large amounts of people or just your team members. One thing to remember is that most people's inboxes are flooded with emails every day and unless they are hyper vigilant about checking everything, important items could be missed. For issues that are urgent, especially those around safety, email is not always be the best solution.

Phone: Phone calls are more personal and direct than email. They allow us to communicate in real time with another person, no matter where they are. Not only can talking prevent miscommunication, it promotes a two-way dialogue. You don’t have to worry about your words being altered or the message arriving on time. However, mobile phone use and the workplace don't always mix. In particular, using mobile phones in a manufacturing setting can lead to a variety of problems, cause distractions, and lead to serious injury.

Written: Written communication is appropriate when detailed instructions are required, when something needs to be documented, or when the person is too far away to easily speak with over the phone or in person.

There is no "right" way to communicate, but you should be aware of how and when to use the appropriate form of communication for your situation. When deciding the best way to communicate with a co-worker or manager, put yourself in their shoes, and think about how you would want to learn about the issue. Also, consider what information you would need to know to better understand the issue. Use your good judgment of the situation and be considerate of your listener's viewpoint.

Did you notice any other potential problems in the previous exercise?

[Page 6:] Did you notice any other potential problems in the previous exercise?

Summary of Strategies

In this exercise, you were given a scenario in which there was a problem with a component you were creating on a CNC machine. You were then asked how you wanted to proceed. Depending on your path through this exercise, you might have found an easy solution and fixed it yourself, asked for help and worked with your trainer, or discovered an ongoing G-code problem that was bigger than you initially thought.

When issues and problems arise, it is important that they are addressed in an efficient and timely manner. Communication is an important tool because it can prevent problems from recurring, avoid injury to personnel, reduce rework and scrap, and ultimately, reduce cost, and save money. Although, each path in this exercise ended with a description of a problem solving tool for your toolbox, the first step is always to identify the problem and define the context in which it happened.

There are several strategies that can be used to identify the root cause of a problem. Root cause analysis (RCA) is a method of problem solving that helps people answer the question of why the problem occurred. RCA uses a specific set of steps, with associated tools like the “5 Why Analysis" or the “Cause and Effect Diagram,” to identify the origin of the problem, so that you can:

Once the underlying cause is identified and the scope of the issue defined, the next step is to explore possible strategies to fix the problem.

If you are not sure how to fix the problem, it is okay to ask for help. Problem solving is a process and a skill that is learned with practice. It is important to remember that everyone makes mistakes and that no one knows everything. Life is about learning. It is okay to ask for help when you don’t have the answer. When you collaborate to solve problems you improve workplace communication and accelerates finding solutions as similar problems arise.

One tool that can be useful for generating possible solutions is brainstorming . Brainstorming is a technique designed to generate a large number of ideas for the solution to a problem. The method was first popularized in 1953 by Alex Faickney Osborn in the book Applied Imagination. The goal is to come up with as many ideas as you can, in a fixed amount of time. Although brainstorming is best done in a group, it can be done individually.

Depending on your path through the exercise, you may have discovered that a couple of your coworkers had experienced similar problems. This should have been an indicator that there was a larger problem that needed to be addressed.

In any workplace, communication of problems and issues (especially those that involve safety) is always important. This is especially crucial in manufacturing where people are constantly working with heavy, costly, and sometimes dangerous equipment. When issues and problems arise, it is important that they be addressed in an efficient and timely manner. Effective communication is an important tool because it can prevent problems from recurring, avoid injury to personnel, reduce rework and scrap, and ultimately, reduce cost and save money.

One strategy for improving communication is the huddle . Just like football players on the field, a huddle is a short meeting with everyone standing in a circle. A daily team huddle is a great way to ensure that team members are aware of changes to the schedule, any problems or safety issues are identified and that team members are aware of how their work impacts one another. When done right, huddles create collaboration, communication, and accountability to results. Impromptu huddles can be used to gather information on a specific issue and get each team member's input.

To learn more about different problem solving strategies, choose an option below. These strategies accompany the outcomes of different decision paths in the problem solving exercise.

View Problem Solving Strategies Select a strategy below... Root Cause Analysis How Huddles Work Brainstorming Importance of Good Problem Description Methods of Communication

Provide a clear summary of the problem. Start at the beginning, give relevant facts, timelines, and examples.

In person: In the workplace, face-to-face meetings should be utilized whenever possible. Being able to see the person you need to speak to face-to-face gives you instant feedback and helps you gauge their response in their body language. Be careful of getting sidetracked in conversation when you need to communicate a problem.

There is no "right" way to communicate, but you should be aware of how and when to use the appropriate form of communication for the situation. When deciding the best way to communicate with a co-worker or manager, put yourself in their shoes, and think about how you would want to learn about the issue. Also, consider what information you would need to know to better understand the issue. Use your good judgment of the situation and be considerate of your listener's viewpoint.

"Never try to solve all the problems at once — make them line up for you one-by-one.” — Richard Sloma

Problem Solving: An Important Job Skill

Problem solving improves efficiency and communication on the shop floor. It increases a company's efficiency and profitability, so it's one of the top skills employers look for when hiring new employees. Recent industry surveys show that employers consider soft skills, such as problem solving, as critical to their business’s success.

The 2011 survey, "Boiling Point? The skills gap in U.S. manufacturing ," polled over a thousand manufacturing executives who reported that the number one skill deficiency among their current employees is problem solving, which makes it difficult for their companies to adapt to the changing needs of the industry.

In this video, industry professionals discuss their expectations and present tips for new employees joining the manufacturing workforce.

Quick Summary

[Quick Summary: Question1] What are two things you learned in this case study?
What question(s) do you still have about the case study?
[Quick Summary: Question2] What question(s) do you still have about the case study?
Is there anything you would like to learn more about with respect to this case study?
[Quick Summary: Question3] Is there anything you would like to learn more about with respect to this case study?

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Problem solving through values: A challenge for thinking and capability development

• This paper introduces the 4W framework of consistent problem solving through values.
• The 4W suggests when, how and why the explication of values helps to solve a problem.
• The 4W is significant to teach students to cope with problems having crucial consequences.
• The paper considers challenges using such framework of thinking in different fields of education.

The paper aims to introduce the conceptual framework of problem solving through values. The framework consists of problem analysis, selection of value(s) as a background for the solution, the search for alternative ways of the solution, and the rationale for the solution. This framework reveals when, how, and why is important to think about values when solving problems. A consistent process fosters cohesive and creative value-based thinking during problem solving rather than teaching specific values. Therefore, the framework discloses the possibility for enabling the development of value-grounded problem solving capability.The application of this framework highlights the importance of responsibility for the chosen values that are the basis for the alternatives which determine actions. The 4W framework is meaningful for the people’s lives and their professional work. It is particularly important in the process of future professionals’ education. Critical issues concerning the development of problem solving through values are discussed when considering and examining options for the implementation of the 4W framework in educational institutions.

1. Introduction

The core competencies necessary for future professionals include problem solving based on complexity and collaborative approaches ( OECD, 2018 ). Currently, the emphasis is put on the development of technical, technological skills as well as system thinking and other cognitive abilities (e.g., Barber, 2018 ; Blanco, Schirmbeck, & Costa, 2018 ). Hence, education prepares learners with high qualifications yet lacking in moral values ( Nadda, 2017 ). Educational researchers (e.g., Barnett, 2007 ; Harland & Pickering, 2010 ) stress that such skills and abilities ( the how? ), as well as knowledge ( the what? ), are insufficient to educate a person for society and the world. The philosophy of education underlines both the epistemological and ontological dimensions of learning. Barnett (2007) points out that the ontological dimension has to be above the epistemological one. The ontological dimension encompasses the issues related to values that education should foster ( Harland & Pickering, 2010 ). In addition, values are closely related to the enablement of learners in educational environments ( Jucevičienė et al., 2010 ). For these reasons, ‘ the why ?’ based on values is required in the learning process. The question arises as to what values and how it makes sense to educate them. Value-based education seeks to address these issues and concentrates on values transfer due to their integration into the curriculum. Yazdani and Akbarilakeh (2017) discussed that value-based education could only convey factual knowledge of values and ethics. However, such education does not guarantee the internalization of values. Nevertheless, value-based education indicates problem solving as one of the possibilities to develop values.

Values guide and affect personal behavior encompassing the ethical aspects of solutions ( Roccas, Sagiv, & Navon, 2017 ; Schwartz, 1992 , 2012 ; Verplanken & Holland, 2002 ). Therefore, they represent the essential foundation for solving a problem. Growing evidence indicates the creative potential of values ( Dollinger, Burke, & Gump, 2007 ; Kasof, Chen, Himsel, & Greenberger, 2007 ; Lebedeva et al., 2019) and emphasizes their significance for problem solving. Meanwhile, research in problem solving pays little attention to values. Most of the problem solving models (e.g., Newell & Simon, 1972 ; Jonassen, 1997 ) utilize a rational economic approach. Principally, the research on the mechanisms of problem solving have been conducted under laboratory conditions performing simple tasks ( Csapó & Funke, 2017 ). Moreover, some of the decision-making models share the same steps as problem solving (c.f., Donovan, Guss, & Naslund, 2015 ). This explains why these terms are sometimes used interchangeably ( Huitt, 1992 ). Indeed, decision-making is a part of problem solving, which emerges while choosing between alternatives. Yet, values, moral, and ethical issues are more common in decision-making research (e.g., Keeney, 1994 ; Verplanken & Holland, 2002 ; Hall & Davis, 2007 ; Sheehan & Schmidt, 2015 ). Though, research by Shepherd, Patzelt, and Baron (2013) , Baron, Zhao, and Miao (2015) has affirmed that contemporary business decision makers rather often leave aside ethical issues and moral values. Thus, ‘ethical disengagement fallacy’ ( Sternberg, 2017, p.7 ) occurs as people think that ethics is more relevant to others. In the face of such disengagement, ethical issues lose their prominence.

The analysis of the literature revealed a wide field of problem solving research presenting a range of more theoretical insights rather empirical evidence. Despite this, to date, a comprehensive model that reveals how to solve problems emphasizing thinking about values is lacking. This underlines the relevance of the chosen topic, i.e. a challenge for thinking and for the development of capabilities addressing problems through values. To address this gap, the following issues need to be investigated: When, how, and why a problem solver should take into account values during problem solving? What challenges may occur for using such framework of thinking in different fields of education? Aiming this, the authors of the paper substantiated the conceptual framework of problem solving grounded in consistent thinking about values. The substantiation consists of several parts. First, different approaches to solving problems were examined. Second, searching to reveal the possibilities of values integration into problem solving, value-based approaches significant for problem solving were critically analyzed. Third, drawing on the effect of values when solving a problem and their creative potential, the authors of this paper claim that the identification of values and their choice for a solution need to be specified in the process of problem solving. As a synthesis of conclusions coming from the literature review and conceptual extensions regarding values, the authors of the paper created the coherent framework of problem solving through values (so called 4W).

The novelty of the 4W framework is exposed by several contributions. First, the clear design of overall problem solving process with attention on integrated thinking about values is used. Unlike in most models of problem solving, the first stage encompass the identification of a problem, an analysis of a context and the perspectives that influence the whole process, i.e. ‘What?’. The stage ‘What is the basis for a solution?’ focus on values identification and their choice. The stage ‘Ways how?’ encourages to create alternatives considering values. The stage ‘Why?’ represent justification of a chosen alternative according particular issues. Above-mentioned stages including specific steps are not found in any other model of problem solving. Second, even two key stages nurture thinking about values. The specificity of the 4W framework allows expecting its successful practical application. It may help to solve a problem more informed revealing when and how the explication of values helps to reach the desired value-based solution. The particular significance is that the 4W framework can be used to develop capabilities to solve problems through values. The challenges to use the 4W framework in education are discussed.

2. Methodology

To create the 4W framework, the integrative literature review was chosen. According to Snyder (2019) , this review is ‘useful when the purpose of the review is not to cover all articles ever published on the topic but rather to combine perspectives to create new theoretical models’ (p.334). The scope of this review focused on research disclosing problem solving process that paid attention on values. The following databases were used for relevant information search: EBSCO/Hostdatabases (ERIC, Education Source), Emerald, Google Scholar. The first step of this search was conducted using integrated keywords problem solving model , problem solving process, problem solving steps . These keywords were combined with the Boolean operator AND with the second keywords values approach, value-based . The inclusion criteria were used to identify research that: presents theoretical backgrounds and/or empirical evidences; performed within the last 5 years; within an educational context; availability of full text. The sources appropriate for this review was very limited in scope (N = 2).

We implemented the second search only with the same set of the integrated keywords. The inclusion criteria were the same except the date; this criterion was extended up to 10 years. This search presented 85 different sources. After reading the summaries, introductions and conclusions of the sources found, the sources that do not explicitly provide the process/models/steps of problem solving for teaching/learning purposes and eliminates values were excluded. Aiming to see a more accurate picture of the chosen topic, we selected secondary sources from these initial sources.

Several important issues were determined as well. First, most researchers ground their studies on existing problem solving models, however, not based on values. Second, some of them conducted empirical research in order to identify the process of studies participants’ problem solving. Therefore, we included sources without date restrictions trying to identify the principal sources that reveal the process/models/steps of problem solving. Third, decision-making is a part of problem solving process. Accordingly, we performed a search with the additional keywords decision-making AND values approach, value-based decision-making . We used such inclusion criteria: presents theoretical background and/or empirical evidence; no date restriction; within an educational context; availability of full text. These all searches resulted in a total of 16 (9 theoretical and 7 empirical) sources for inclusion. They were the main sources that contributed most fruitfully for the background. We used other sources for the justification the wholeness of the 4W framework. We present the principal results of the conducted literature review in the part ‘The background of the conceptual framework’.

3. The background of the conceptual framework

3.1. different approaches of how to solve a problem.

Researchers from different fields focus on problem solving. As a result, there still seems to be a lack of a conventional definition of problem solving. Regardless of some differences, there is an agreement that problem solving is a cognitive process and one of the meaningful and significant ways of learning ( Funke, 2014 ; Jonassen, 1997 ; Mayer & Wittrock, 2006 ). Differing in approaches to solving a problem, researchers ( Collins, Sibthorp, & Gookin, 2016 ; Jonassen, 1997 ; Litzinger et al., 2010 ; Mayer & Wittrock, 2006 ; O’Loughlin & McFadzean, 1999 ; ect.) present a variety of models that differ in the number of distinct steps. What is similar in these models is that they stress the procedural process of problem solving with the focus on the development of specific skills and competences.

For the sake of this paper, we have focused on those models of problem solving that clarify the process and draw attention to values, specifically, on Huitt (1992) , Basadur, Ellspermann, and Evans (1994) , and Morton (1997) . Integrating the creative approach to problem solving, Newell and Simon (1972) presents six phases: phase 1 - identifying the problem, phase 2 - understanding the problem, phase 3 - posing solutions, phase 4 - choosing solutions, phase 5 - implementing solutions, and phase 6 - final analysis. The weakness of this model is that these phases do not necessarily follow one another, and several can coincide. However, coping with simultaneously occurring phases could be a challenge, especially if these are, for instance, phases five and six. Certainly, it may be necessary to return to the previous phases for further analysis. According to Basadur et al. (1994) , problem solving consists of problem generation, problem formulation, problem solving, and solution implementation stages. Huitt (1992) distinguishes four stages in problem solving: input, processing, output, and review. Both Huitt (1992) and Basadur et al. (1994) four-stage models emphasize a sequential process of problem solving. Thus, problem solving includes four stages that are used in education. For example, problem-based learning employs such stages as introduction of the problem, problem analysis and learning issues, discovery and reporting, solution presentation and evaluation ( Chua, Tan, & Liu, 2016 ). Even PISA 2012 framework for problem solving composes four stages: exploring and understanding, representing and formulating, planning and executing, monitoring and reflecting ( OECD, 2013 ).

Drawing on various approaches to problem solving, it is possible to notice that although each stage is named differently, it is possible to reveal some general steps. These steps reflect the essential idea of problem solving: a search for the solution from the initial state to the desirable state. The identification of a problem and its contextual elements, the generation of alternatives to a problem solution, the evaluation of these alternatives according to specific criteria, the choice of an alternative for a solution, the implementation, and monitoring of the solution are the main proceeding steps in problem solving.

3.2. Value-based approaches relevant for problem solving

Huitt (1992) suggests that important values are among the criteria for the evaluation of alternatives and the effectiveness of a chosen solution. Basadur et al. (1994) point out to visible values in the problem formulation. Morton (1997) underlines that interests, investigation, prevention, and values of all types, which may influence the process, inspire every phase of problem solving. However, the aforementioned authors do not go deeper and do not seek to disclose the significance of values for problem solving.

Decision-making research shows more possibilities for problem solving and values integration. Sheehan and Schmidt (2015) model of ethical decision-making includes moral sensitivity, moral judgment, moral motivation, and moral action where values are presented in the component of moral motivation. Another useful approach concerned with values comes from decision-making in management. It is the concept of Value-Focused Thinking (VFT) proposed by Keeney (1994) . The author argues that the goals often are merely means of achieving results in traditional models of problem solving. Such models frequently do not help to identify logical links between the problem solving goals, values, and alternatives. Thus, according to Keeney (1994) , the decision-making starts with values as they are stated in the goals and objectives of decision-makers. VFT emphasizes the core values of decision-makers that are in a specific context as well as how to find a way to achieve them by using means-ends analysis. The weakness of VFT is its restriction to this means-ends analysis. According to Shin, Jonassen, and McGee (2003) , in searching for a solution, such analysis is weak as the problem solver focuses simply on removing inadequacies between the current state and the goal state. The strengths of this approach underline that values are included in the decision before alternatives are created. Besides, values help to find creative and meaningful alternatives and to assess them. Further, they include the forthcoming consequences of the decision. As VFT emphasizes the significant function of values and clarifies the possibilities of their integration into problem solving, we adapt this approach in the current paper.

3.3. The effect of values when solving a problem

In a broader sense, values provide a direction to a person’s life. Whereas the importance of values is relatively stable over time and across situations, Roccas et al. (2017) argue that values differ in their importance to a person. Verplanken and Holland (2002) investigated the relationship between values and choices or behavior. The research revealed that the activation of a value and the centrality of a value to the self, are the essential elements for value-guided behavior. The activation of values could happen in such cases: when values are the primary focus of attention; if the situation or the information a person is confronted with implies values; when the self is activated. The centrality of a particular value is ‘the degree to which an individual has incorporated this value as part of the self’ ( Verplanken & Holland, 2002, p.436 ). Thus, the perceived importance of values and attention to them determine value-guided behavior.

According to Argandoña (2003) , values can change due to external (changing values in the people around, in society, changes in situations, etc.) and internal (internalization by learning) factors affecting the person. The research by Hall and Davis (2007) indicates that the decision-makers’ applied value profile temporarily changed as they analyzed the issue from multiple perspectives and revealed the existence of a broader set of values. The study by Kirkman (2017) reveal that participants noticed the relevance of moral values to situations they encountered in various contexts.

Values are tightly related to personal integrity and identity and guide an individual’s perception, judgment, and behavior ( Halstead, 1996 ; Schwartz, 1992 ). Sheehan and Schmidt (2015) found that values influenced ethical decision-making of accounting study programme students when they uncovered their own values and grounded in them their individual codes of conduct for future jobs. Hence, the effect of values discloses by observing the problem solver’s decision-making. The latter observations could explain the abundance of ethics-laden research in decision-making rather than in problem solving.

Contemporary researchers emphasize the creative potential of values. Dollinger et al. (2007) , Kasof et al. (2007) , Lebedeva, Schwartz, Plucker, & Van De Vijver, 2019 present to some extent similar findings as they all used Schwartz Value Survey (respectively: Schwartz, 1992 ; ( Schwartz, 1994 ), Schwartz, 2012 ). These studies disclosed that such values as self-direction, stimulation and universalism foster creativity. Kasof et al. (2007) focused their research on identified motivation. Stressing that identified motivation is the only fully autonomous type of external motivation, authors define it as ‘the desire to commence an activity as a means to some end that one greatly values’ (p.106). While identified motivation toward specific values (italic in original) fosters the search for outcomes that express those specific values, this research demonstrated that it could also inhibit creative behavior. Thus, inhibition is necessary, especially in the case where reckless creativity could have painful consequences, for example, when an architect creates a beautiful staircase without a handrail. Consequently, creativity needs to be balanced.

Ultimately, values affect human beings’ lives as they express the motivational goals ( Schwartz, 1992 ). These motivational goals are the comprehensive criteria for a person’s choices when solving problems. Whereas some problem solving models only mention values as possible evaluation criteria, but they do not give any significant suggestions when and how the problem solver could think about the values coming to the understanding that his/her values direct the decision how to solve the problem. The authors of this paper claim that the identification of personal values and their choice for a solution need to be specified in the process of problem solving. This position is clearly reflected in humanistic philosophy and psychology ( Maslow, 2011 ; Rogers, 1995 ) that emphasize personal responsibility for discovering personal values through critical questioning, honest self-esteem, self-discovery, and open-mindedness in the constant pursuit of the truth in the path of individual life. However, fundamental (of humankind) and societal values should be taken into account. McLaughlin (1997) argues that a clear boundary between societal and personal values is difficult to set as they are intertwined due to their existence in complex cultural, social, and political contexts at a particular time. A person is related to time and context when choosing values. As a result, a person assumes existing values as implicit knowledge without as much as a consideration. This is particularly evident in the current consumer society.

Moreover, McLaughlin (1997) stresses that if a particular action should be tolerated and legitimated by society, it does not mean that this action is ultimately morally acceptable in all respects. Education has possibilities to reveal this. One such possibility is to turn to the capability approach ( Sen, 1990 ), which emphasizes what people are effectively able to do and to be. Capability, according to Sen (1990) , reflects a person’s freedom to choose between various ways of living, i.e., the focus is on the development of a person’s capability to choose the life he/she has a reason to value. According to Webster (2017) , ‘in order for people to value certain aspects of life, they need to appreciate the reasons and purposes – the whys – for certain valuing’ (italic in original; p.75). As values reflect and foster these whys, education should supplement the development of capability with attention to values ( Saito, 2003 ). In order to attain this possibility, a person has to be aware of and be able to understand two facets of values. Argandoña (2003) defines them as rationality and virtuality . Rationality refers to values as the ideal of conduct and involves the development of a person’s understanding of what values and why he/she should choose them when solving a problem. Virtuality approaches values as virtues and includes learning to enable a person to live according to his/her values. However, according to McLaughlin (1997) , some people may have specific values that are deep or self-evidently essential. These values are based on fundamental beliefs about the nature and purpose of the human being. Other values can be more or less superficial as they are based on giving priority to one or the other. Thus, virtuality highlights the depth of life harmonized to fundamentally rather than superficially laden values. These approaches inform the rationale for the framework of problem solving through values.

4. The 4W framework of problem solving through values

Similar to the above-presented stages of the problem solving processes, the introduced framework by the authors of this paper revisits them (see Fig. 1 ). The framework is titled 4W as its four stages respond to such questions: Analyzing the Problem: W hat ? → Choice of the value(s): W hat is the background for the solution? → Search for the alternative w ays of the solution: How ? → The rationale for problem solution: W hy is this alternative significant ? The stages of this framework cover seven steps that reveal the logical sequence of problem solving through values.

The 4 W framework: problem solving through values.

Though systematic problem solving models are criticized for being linear and inflexible (e.g., Treffinger & Isaksen, 2005 ), the authors of this paper assume a structural view of the problem solving process due to several reasons. First, the framework enables problem solvers to understand the thorough process of problem solving through values. Second, this framework reveals the depth of each stage and step. Third, problem solving through values encourages tackling problems that have crucial consequences. Only by understanding and mastering the coherence of how problems those require a value-based approach need to be addressed, a problem solver will be able to cope with them in the future. Finally, this framework aims at helping to recognize, to underline personal values, to solve problems through thinking about values, and to take responsibility for choices, even value-based. The feedback supports a direct interrelation between stages. It shapes a dynamic process of problem solving through values.

The first stage of problem solving through values - ‘ The analysis of the problem: What? ’- consists of three steps (see Fig. 1 ). The first step is ‘ Recognizing the problematic situation and naming the problem ’. This step is performed in the following sequence. First, the problem solver should perceive the problematic situation he/she faces in order to understand it. Dostál (2015) argues that the problematic situation has the potential to become the problem necessary to be addressed. Although each problem is limited by its context, not every problematic situation turns into a problem. This is related to the problem solver’s capability and the perception of reality: a person may not ‘see’ the problem if his/her capability to perceive it is not developed ( Dorst, 2006 ; Dostál, 2015 ). Second, after the problem solver recognizes the existence of the problematic situation, the problem solver has to identify the presence or absence of the problem itself, i.e. to name the problem. This is especially important in the case of the ill-structured problems since they cannot be directly visible to the problem solver ( Jonassen, 1997 ). Consequently, this step allows to determine whether the problem solver developed or has acquired the capability to perceive the problematic situation and the problem (naming the problem).

The second step is ‘ Analysing the context of the problem as a reason for its rise ’. At this step, the problem solver aims to analyse the context of the problem. The latter is one of the external issues, and it determines the solution ( Jonassen, 2011 ). However, if more attention is paid to the solution of the problem, it diverts attention from the context ( Fields, 2006 ). The problem solver has to take into account both the conveyed and implied contextual elements in the problematic situation ( Dostál, 2015 ). In other words, the problem solver has to examine it through his/her ‘contextual lenses’ ( Hester & MacG, 2017 , p.208). Thus, during this step the problem solver needs to identify the elements that shape the problem - reasons and circumstances that cause the problem, the factors that can be changed, and stakeholders that are involved in the problematic situation. Whereas the elements of the context mentioned above are within the problematic situation, the problem solver can control many of them. Such control can provide unique ways for a solution.

Although the problem solver tries to predict the undesirable results, some criteria remain underestimated. For that reason, it is necessary to highlight values underlying the various possible goals during the analysis ( Fields, 2006 ). According to Hester and MacG (2017) , values express one of the main features of the context and direct the attention of the problem solver to a given problematic situation. Hence, the problem solver should explore the value-based positions that emerge in the context of the problem.

The analysis of these contextual elements focus not only on a specific problematic situation but also on the problem that has emerged. This requires setting boundaries of attention for an in-depth understanding ( Fields, 2006 ; Hester & MacG, 2017 ). Such understanding influences several actions: (a) the recognition of inappropriate aspects of the problematic situation; (b) the emergence of paths in which identified aspects are expected to change. These actions ensure consistency and safeguard against distractions. Thus, the problem solver can now recognize and identify the factors that influence the problem although they are outside of the problematic situation. However, the problem solver possesses no control over them. With the help of such context analysis, the problem solver constructs a thorough understanding of the problem. Moreover, the problem solver becomes ready to look at the problem from different perspectives.

The third step is ‘ Perspectives emerging in the problem ’. Ims and Zsolnai (2009) argue that problem solving usually contains a ‘problematic search’. Such a search is a pragmatic activity as the problem itself induces it. Thus, the problem solver searches for a superficial solution. As a result, the focus is on control over the problem rather than a deeper understanding of the problem itself. The analysis of the problem, especially including value-based approaches, reveals the necessity to consider the problem from a variety of perspectives. Mitroff (2000) builds on Linstone (1989) ideas and claims that a sound foundation of both naming and solving any problem lays in such perspectives: the technical/scientific, the interpersonal/social, the existential, and the systemic (see Table 1 ).

The main characteristics of four perspectives for problem solving

Whereas all problems have significant aspects of each perspective, disregarding one or another may lead to the wrong way of solving the problem. While analysing all four perspectives is essential, this does not mean that they all are equally important. Therefore, it is necessary to justify why one or another perspective is more relevant and significant in a particular case. Such analysis, according to Linstone (1989) , ‘forces us to distinguish how we are looking from what we are looking at’ (p.312; italic in original). Hence, the problem solver broadens the understanding of various perspectives and develops the capability to see the bigger picture ( Hall & Davis, 2007 ).

The problem solver aims to identify and describe four perspectives that have emerged in the problem during this step. In order to identify perspectives, the problem solver search answers to the following questions. First, regarding the technical/scientific perspective: What technical/scientific reasons are brought out in the problem? How and to what extent do they influence a problem and its context? Second, regarding the interpersonal/social perspective: What is the impact of the problem on stakeholders? How does it influence their attitudes, living conditions, interests, needs? Third, regarding the existential perspective: How does the problem affect human feelings, experiences, perception, and/or discovery of meaning? Fourth, regarding the systemic perspective: What is the effect of the problem on the person → community → society → the world? Based on the analysis of this step, the problem solver obtains a comprehensive picture of the problem. The next stage is to choose the value(s) that will address the problem.

The second stage - ‘ The choice of value(s): What is the background for the solution?’ - includes the fourth and the fifth steps. The fourth step is ‘ The identification of value(s) as a base for the solution ’. During this step, the problem solver should activate his/her value(s) making it (them) explicit. In order to do this, the problem solver proceeds several sub-steps. First, the problem solver reflects taking into account the analysis done in previous steps. He/she raises up questions revealing values that lay in the background of this analysis: What values does this analyzed context allow me to notice? What values do different perspectives of the problem ‘offer’? Such questioning is important as values are deeply hidden ( Verplanken & Holland, 2002 ) and they form a bias, which restricts the development of the capability to see from various points of view ( Hall & Paradice, 2007 ). In the 4W framework, this bias is relatively eliminated due to the analysis of the context and exploration of the perspectives of a problem. As a result, the problem solver discovers distinct value-based positions and gets an opportunity to identify the ‘value uncaptured’ ( Yang, Evans, Vladimirova, & Rana, 2017, p.1796 ) within the problem analyzed. The problem solver observes that some values exist in the context (the second step) and the disclosed perspectives (the third step). Some of the identified values do not affect the current situation as they are not required, or their potential is not exploited. Thus, looking through various value-based lenses, the problem solver can identify and discover a congruence between the opportunities offered by the values in the problem’s context, disclosed perspectives and his/her value(s). Consequently, the problem solver decides what values he/she chooses as a basis for the desired solution. Since problems usually call for a list of values, it is important to find out their order of priority. Thus, the last sub-step requires the problem solver to choose between fundamentally and superficially laden values.

In some cases, the problem solver identifies that a set of values (more than one value) can lead to the desired solution. If a person chooses this multiple value-based position, two options emerge. The first option is concerned with the analysis of each value-based position separately (from the fifth to the seventh step). In the second option, a person has to uncover which of his/her chosen values are fundamentally laden and which are superficially chosen, considering the desired outcome in the current situation. Such clarification could act as a strategy where the path for the desired solution is possible going from superficially chosen value(s) to fundamentally laden one. When a basis for the solution is established, the problem solver formulates the goal for the desired solution.

The fifth step is ‘ The formulation of the goal for the solution ’. Problem solving highlights essential points that reveal the structure of a person’s goals; thus, a goal is the core element of problem solving ( Funke, 2014 ). Meantime, values reflect the motivational content of the goals ( Schwartz, 1992 ). The attention on the chosen value not only activates it, but also motivates the problem solver. The motivation directs the formulation of the goal. In such a way, values explicitly become a basis of the goal for the solution. Thus, this step involves the problem solver in formulating the goal for the solution as the desired outcome.

The way how to take into account value(s) when formulating the goal is the integration of value(s) chosen by the problem solver in the formulation of the goal ( Keeney, 1994 ). For this purpose the conjunction of a context for a solution (it is analyzed during the second step) and a direction of preference (the chosen value reveals it) serves for the formulation of the goal (that represents the desired solution). In other words, a value should be directly included into the formulation of the goal. The goal could lose value, if value is not included into the goal formulation and remains only in the context of the goal. Let’s take the actual example concerning COVID-19 situation. Naturally, many countries governments’ preference represents such value as human life (‘it is important of every individual’s life’). Thus, most likely the particular country government’s goal of solving the COVID situation could be to save the lifes of the country people. The named problem is a complex where the goal of its solution is also complex, although it sounds simple. However, if the goal as desired outcome is formulated without the chosen value, this value remains in the context and its meaning becomes tacit. In the case of above presented example - the goal could be formulated ‘to provide hospitals with the necessary equipment and facilities’. Such goal has the value ‘human’s life’ in the context, but eliminates the complexity of the problem that leads to a partial solution of the problem. Thus, this step from the problem solver requires caution when formulating the goal as the desired outcome. For this reason, maintaining value is very important when formulating the goal’s text. To avoid the loss of values and maintain their proposed direction, is necessary to take into account values again when creating alternatives.

The third stage - ‘ Search for the alternative ways for a solution: How? ’ - encompasses the sixth step, which is called ‘ Creation of value-based alternatives ’. Frequently problem solver invokes a traditional view of problem identification, generation of alternatives, and selection of criteria for evaluating findings. Keeney (1994) ; Ims and Zsolnai (2009) criticize this rational approach as it supports a search for a partial solution where an active search for alternatives is neglected. Moreover, a problematic situation, according to Perkins (2009) , can create the illusion of a fully framed problem with some apparent weighting and some variations of choices. In this case, essential and distinct alternatives to the solution frequently become unnoticeable. Therefore, Perkins (2009) suggest to replace the focus on the attempts to comprehend the problem itself. Thinking through the ‘value lenses’ offers such opportunities. The deep understanding of the problem leads to the search for the alternative ways of a solution.

Thus, the aim of this step is for the problem solver to reveal the possible alternative ways for searching a desired solution. Most people think they know how to create alternatives, but often without delving into the situation. First of all, the problem solver based on the reflection of (but not limited to) the analysis of the context and the perspectives of the problem generates a range of alternatives. Some of these alternatives represent anchored thinking as he/she accepts the assumptions implicit in generated alternatives and with too little focus on values.

The chosen value with the formulated goal indicates direction and encourages a broader and more creative search for a solution. Hence, the problem solver should consider some of the initial alternatives that could best support the achievement of the desired solution. Values are the principles for evaluating the desirability of any alternative or outcome ( Keeney, 1994 ). Thus, planned actions should reveal the desirable mode of conduct. After such consideration, he/she should draw up a plan setting out the actions required to implement each of considered alternatives.

Lastly, after a thorough examination of each considered alternative and a plan of its implementation, the problem solver chooses one of them. If the problem solver does not see an appropriate alternative, he/she develops new alternatives. However, the problem solver may notice (and usually does) that more than one alternative can help him/her to achieve the desired solution. In this case, he/she indicates which alternative is the main one and has to be implemented in the first place, and what other alternatives and in what sequence will contribute in searching for the desired solution.

The fourth stage - ‘ The rationale for the solution: Why ’ - leads to the seventh step: ‘ The justification of the chosen alternative ’. Keeney (1994) emphasizes the compatibility of alternatives in question with the values that guide the action. This underlines the importance of justifying the choices a person makes where the focus is on taking responsibility. According to Zsolnai (2008) , responsibility means a choice, i.e., the perceived responsibility essentially determines its choice. Responsible justification allows for discovering optimal balance when choosing between distinct value-based alternatives. It also refers to the alternative solution that best reflects responsibility in a particular value context, choice, and implementation.

At this stage, the problem solver revisits the chosen solution and revises it. The problem solver justifies his/her choice based on the following questions: Why did you choose this? Why is this alternative significant looking from the technical/scientific, the interpersonal/social, the existential, and the systemic perspectives? Could you take full responsibility for the implementation of this alternative? Why? How clearly do envisaged actions reflect the goal of the desired solution? Whatever interests and for what reasons do this alternative satisfies in principle? What else do you see in the chosen alternative?

As mentioned above, each person gives priority to one aspect or another. The problem solver has to provide solid arguments for the justification of the chosen alternative. The quality of arguments, according to Jonassen (2011) , should be judged based on the quality of the evidence supporting the chosen alternative and opposing arguments that can reject solutions. Besides, the pursuit of value-based goals reflects the interests of the individual or collective interests. Therefore, it becomes critical for the problem solver to justify the level of responsibility he/she takes in assessing the chosen alternative. Such a complex evaluation of the chosen alternative ensures the acceptance of an integral rather than unilateral solution, as ‘recognizing that, in the end, people benefit most when they act for the common good’ ( Sternberg, 2012, p.46 ).

5. Discussion

The constant emphasis on thinking about values as explicit reasoning in the 4W framework (especially from the choice of the value(s) to the rationale for problem solution) reflects the pursuit of virtues. Virtues form the features of the character that are related to the choice ( Argandoña, 2003 ; McLaughlin, 2005 ). Hence, the problem solver develops value-grounded problem solving capability as the virtuality instead of employing rationality for problem solving.

Argandoña (2003) suggests that, in order to make a sound valuation process of any action, extrinsic, transcendent, and intrinsic types of motives need to be considered. They cover the respective types of values. The 4W framework meets these requirements. An extrinsic motive as ‘attaining the anticipated or expected satisfaction’ ( Argandoña, 2003, p.17 ) is reflected in the formulation of the goal of the solution, the creation of alternatives and especially in the justification of the chosen alternative way when the problem solver revisits the external effect of his/her possible action. Transcendent motive as ‘generating certain effects in others’ ( Argandoña, 2003, p.17 ) is revealed within the analysis of the context, perspectives, and creating alternatives. When the learner considers the creation of alternatives and revisits the chosen alternative, he/she pays more attention to these motives. Two types of motives mentioned so far are closely related to an intrinsic motive that emphasizes learning development within the problem solver. These motives confirm that problem solving is, in fact, lifelong learning. In light of these findings, the 4W framework is concerned with some features of value internalization as it is ‘a psychological outcome of conscious mind reasoning about values’ ( Yazdani & Akbarilakeh, 2017, p.1 ).

The 4W framework is complicated enough in terms of learning. One issue is concerned with the educational environments ( Jucevičienė, 2008 ) required to enable the 4W framework. First, the learning paradigm, rather than direct instruction, lies at the foundation of such environments. Second, such educational environments include the following dimensions: (1) educational goal; (2) learning capacity of the learners; (3) educational content relevant to the educational goal: ways and means of communicating educational content as information presented in advance (they may be real, people among them, as well as virtual); (5) methods and means of developing educational content in the process of learners’ performance; (6) physical environment relevant to the educational goal and conditions of its implementation as well as different items in the environment; (7) individuals involved in the implementation of the educational goal.

Another issue is related to exercising this framework in practice. Despite being aware of the 4W framework, a person may still not want to practice problem solving through values, since most of the solutions are going to be complicated, or may even be painful. One idea worth looking into is to reveal the extent to which problem solving through values can become a habit of mind. Profound focus on personal values, context analysis, and highlighting various perspectives can involve changes in the problem solver’s habit of mind. The constant practice of problem solving through values could first become ‘the epistemic habit of mind’ ( Mezirow, 2009, p.93 ), which means a personal way of knowing things and how to use that knowledge. This echoes Kirkman (2017) findings. The developed capability to notice moral values in situations that students encountered changed some students’ habit of mind as ‘for having “ruined” things by making it impossible not to attend to values in such situations!’ (the feedback from one student; Kirkman, 2017, p.12 ). However, this is not enough, as only those problems that require a value-based approach are addressed. Inevitably, the problem solver eventually encounters the challenges of nurturing ‘the moral-ethical habit of mind’ ( Mezirow, 2009, p.93 ). In pursuance to develop such habits of mind, the curriculum should include the necessity of the practising of the 4W framework.

Thinking based on values when solving problems enables the problem solver to engage in thoughtful reflection in contrast to pragmatic and superficial thinking supported by the consumer society. Reflection begins from the first stage of the 4W framework. As personal values are the basis for the desired solution, the problem solver is also involved in self-reflection. The conscious and continuous reflection on himself/herself and the problematic situation reinforce each step of the 4W framework. Moreover, the fourth stage (‘The rationale for the solution: Why’) involves the problem solver in critical reflection as it concerned with justification of ‘the why , the reasons for and the consequences of what we do’ (italic, bold in original; Mezirow, 1990, p.8 ). Exercising the 4W framework in practice could foster reflective practice. Empirical evidence shows that reflective practice directly impacts knowledge, skills and may lead to changes in personal belief systems and world views ( Slade, Burnham, Catalana, & Waters, 2019 ). Thus, with the help of reflective practice it is possible to identify in more detail how and to what extent the 4W framework has been mastered, what knowledge gained, capabilities developed, how point of views changed, and what influence the change process.

Critical issues related to the development of problem solving through values need to be distinguished when considering and examining options for the implementation of the 4W framework at educational institutions. First, the question to what extent can the 4W framework be incorporated into various subjects needs to be answered. Researchers could focus on applying the 4W framework to specific subjects in the humanities and social sciences. The case is with STEM subjects. Though value issues of sustainable development and ecology are of great importance, in reality STEM teaching is often restricted to the development of knowledge and skills, leaving aside the thinking about values. The special task of the researchers is to help practitioners to apply the 4W framework in STEM subjects. Considering this, researchers could employ the concept of ‘dialogic space’ ( Wegerif, 2011, p.3 ) which places particular importance of dialogue in the process of education emphasizing both the voices of teachers and students, and materials. In addition, the dimensions of educational environments could be useful aligning the 4W framework with STEM subjects. As STEM teaching is more based on solving various special tasks and/or integrating problem-based learning, the 4W framework could be a meaningful tool through which content is mastered, skills are developed, knowledge is acquired by solving pre-prepared specific tasks. In this case, the 4W framework could act as a mean addressing values in STEM teaching.

Second is the question of how to enable the process of problem solving through values. In the current paper, the concept of enabling is understood as an integral component of the empowerment. Juceviciene et al. (2010) specify that at least two perspectives can be employed to explain empowerment : a) through the power of legitimacy (according to Freire, 1996 ); and b) through the perspective of conditions for the acquisition of the required knowledge, capabilities, and competence, i.e., enabling. In this paper the 4W framework does not entail the issue of legitimacy. This issue may occur, for example, when a teacher in economics is expected to provide students with subject knowledge only, rather than adding tasks that involve problem solving through values. Yet, the issue of legitimacy is often implicit. A widespread phenomenon exists that teaching is limited to certain periods that do not have enough time for problem solving through values. The issue of legitimacy as an organizational task that supports/or not the implementation of the 4W framework in any curriculum is a question that calls for further discussion.

Third (if not the first), the issue of an educator’s competence to apply such a framework needs to be addressed. In order for a teacher to be a successful enabler, he/she should have the necessary competence. This is related to the specific pedagogical knowledge and skills, which are highly dependent on the peculiarities of the subject being taught. Nowadays actualities are encouraging to pay attention to STEM subjects and their teacher training. For researchers and teacher training institutions, who will be interested in implementing the 4W framework in STEM subjects, it would be useful to draw attention to ‘a material-dialogic approach to pedagogy’ ( Hetherington & Wegerif, 2018, p.27 ). This approach creates the conditions for a deep learning of STEM subjects revealing additional opportunities for problem solving through values in teaching. Highlighting these opportunities is a task for further research.

In contrast to traditional problem solving models, the 4W framework is more concerned with educational purposes. The prescriptive approach to teaching ( Thorne, 1994 ) is applied to the 4W framework. This approach focuses on providing guidelines that enable students to make sound decisions by making explicit value judgements. The limitation is that the 4W framework is focused on thinking but not executing. It does not include the fifth stage, which would focus on the execution of the decision how to solve the problem. This stage may contain some deviation from the predefined process of the solution of the problem.

6. Conclusions

The current paper focuses on revealing the essence of the 4W framework, which is based on enabling the problem solver to draw attention to when, how, and why it is essential to think about values during the problem solving process from the perspective of it’s design. Accordingly, the 4W framework advocates the coherent approach when solving a problem by using a creative potential of values.

The 4W framework allows the problem solver to look through the lens of his/her values twice. The first time, while formulating the problem solving goal as the desired outcome. The second time is when the problem solver looks deeper into his/her values while exploring alternative ways to solve problems. The problem solver is encouraged to reason about, find, accept, reject, compare values, and become responsible for the consequences of the choices grounded on his/her values. Thus, the problem solver could benefit from the 4W framework especially when dealing with issues having crucial consequences.

An educational approach reveals that the 4W framework could enable the development of value-grounded problem solving capability. As problem solving encourages the development of higher-order thinking skills, the consistent inclusion of values enriches them.

The 4W framework requires the educational environments for its enablement. The enablement process of problem solving through values could be based on the perspective of conditions for the acquisition of the required knowledge and capability. Continuous practice of this framework not only encourages reflection, but can also contribute to the creation of the epistemic habit of mind. Applying the 4W framework to specific subjects in the humanities and social sciences might face less challenge than STEM ones. The issue of an educator’s competence to apply such a framework is highly important. The discussed issues present significant challenges for researchers and educators. Caring that the curriculum of different courses should foresee problem solving through values, both practicing and empirical research are necessary.

Declaration of interests

This research did not receive any specific grant from funding agencies in the public, commercial, or not-for-profit sectors.

Both authors have approved the final article.

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Investigations of a Dog

Explorations of a quality professional

Seven elements of good problem-solving

Perhaps more than anything else, we want our people to be able to think and then act rationally in decision making and problem-solving . The basic structure and technique embodied in problem solving is a combination of discipline when executing PDCA mixed with a heavy dose of the scientific method of investigation.

Logical thinking is tremendously powerful because it creates consistent, socially constructed approaches to problems, so that members within the organization spend less time spinning their wheels or trying to figure out how another person is approaching a given situation. This is an important dynamic necessary for quality culture .

The right processes and tools reinforce this as the underlying thinking pattern, helping to promote and reinforce logical thought processes that are thorough and address all important details, consider numerous potential avenues, take into account the effects of implementation, anticipate possible stumbling blocks, and incorporate contingencies. The processes apply to issues of goal setting, policymaking, and daily decision making just as much as they do to problem-solving.

Objectivity

Because human observation is inherently subjective , every person sees the world a little bit differently. The mental representations of the reality people experience can be quite different, and each tends to believe their representation is the “right” one. Individuals within an organization usually have enough common understanding that they can communicate and work together to get things done. But quite often, when they get into the details of the situation, the common understanding starts to break down, and the differences in how we see reality become apparent.

Problem-solving involves reconciling those multiple viewpoints – a view of the situation that includes multiple perspectives tends to be more objective than any single viewpoint. We start with one picture of the situation and make it explicit so that we can better share it with others and test it. Collecting quantitative (that is, objective) facts and discussing this picture with others is a key way in verifying that the picture is accurate. If it is not, appropriate adjustments are made until it is an accurate representation of a co-constructed reality. In other words, it is a co-constructed representation of a co-constructed reality.

Objectivity is a central component to the problem solving mindset . Effective problem-solvers continually test their understanding of a situation for assumptions, biases , and misconceptions. The process begins by framing the problem with relevant facts and details, as objectively as possible. Furthermore, suggested remedies or recommended courses of action should promote the organizational good, not (even if subconsciously) personal agendas.

Results and Process

Results are not favored over the process used to achieve them, nor is process elevated above results. Both are necessary and critical to an effective organization.

Synthesis, Distillation and and Visualization

We want to drive synthesis of the learning acquired in the course of understanding a problem or opportunity and discussing it with others. Through this multiple pieces of information from different sources are integrated into a coherent picture of the situation and recommended future action.

Visual thinking plays a vital role in conveying information and the act of creating the visualization aids the synthesis and distillation process.

Effective implementation of a change often hinges on obtaining prior consensus among the parties involved. With consensus, everyone pulls together to overcome obstacles and make the change happen. Problem-solving teams communicates horizontally with other groups in the organization possibly affected by the proposed change and incorporates their concerns into the solution. The team also communicates vertically with individuals who are on the front lines to see how they may be affected, and with managers up the hierarchy to determine whether any broader issues have not been addressed. Finally, it is important that the history of the situation be taken into account, including past remedies, and that recommendations for action consider possible exigencies that may occur in the future. Taking all these into consideration will result in mutually agreeable, innovative solutions.

Coherency and Consistency

Problem-solving efforts are sometimes ineffective simply because the problem-solvers do not maintain coherency . They tackle problems that are not important to the organization’s goals, propose solutions that do not address the root causes, or even outline implementation plans that leave out key pieces of the proposed solution. So coherency within the problem-solving approach is paramount to effective problem resolution.

Consistent approaches to problem-solving speed up communication and aid in establishing shared understanding. Organizational members understand the implicit logic of the approach, so they can anticipate and offer information that will be helpful to the problem-solvers as they move through the process.

Systems Thinking

Good system thinking means good problem-solving.

Published by Jeremiah Genest

Quality professional with over 20 years of experience. Gamer and storyteller with forty years of practice. View all posts by Jeremiah Genest

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Problem solving skills are invaluable in any job. But all too often, we jump to find solutions to a problem without taking time to really understand the dilemma we face, according to Thomas Wedell-Wedellsborg , an expert in innovation and the author of the book, What’s Your Problem?: To Solve Your Toughest Problems, Change the Problems You Solve .

In this episode, you’ll learn how to reframe tough problems by asking questions that reveal all the factors and assumptions that contribute to the situation. You’ll also learn why searching for just one root cause can be misleading.

Key episode topics include: leadership, decision making and problem solving, power and influence, business management.

HBR On Leadership curates the best case studies and conversations with the world’s top business and management experts, to help you unlock the best in those around you. New episodes every week.

Listen to the original HBR IdeaCast episode: The Secret to Better Problem Solving (2016)
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Discover 100 years of Harvard Business Review articles, case studies, podcasts, and more at HBR.org .

HANNAH BATES: Welcome to HBR on Leadership , case studies and conversations with the world’s top business and management experts, hand-selected to help you unlock the best in those around you.

Problem solving skills are invaluable in any job. But even the most experienced among us can fall into the trap of solving the wrong problem.

Thomas Wedell-Wedellsborg says that all too often, we jump to find solutions to a problem – without taking time to really understand what we’re facing.

He’s an expert in innovation, and he’s the author of the book, What’s Your Problem?: To Solve Your Toughest Problems, Change the Problems You Solve .

In this episode, you’ll learn how to reframe tough problems, by asking questions that reveal all the factors and assumptions that contribute to the situation. You’ll also learn why searching for one root cause can be misleading. And you’ll learn how to use experimentation and rapid prototyping as problem-solving tools.

This episode originally aired on HBR IdeaCast in December 2016. Here it is.

SARAH GREEN CARMICHAEL: Welcome to the HBR IdeaCast from Harvard Business Review. I’m Sarah Green Carmichael.

Problem solving is popular. People put it on their resumes. Managers believe they excel at it. Companies count it as a key proficiency. We solve customers’ problems.

The problem is we often solve the wrong problems. Albert Einstein and Peter Drucker alike have discussed the difficulty of effective diagnosis. There are great frameworks for getting teams to attack true problems, but they’re often hard to do daily and on the fly. That’s where our guest comes in.

Thomas Wedell-Wedellsborg is a consultant who helps companies and managers reframe their problems so they can come up with an effective solution faster. He asks the question “Are You Solving The Right Problems?” in the January-February 2017 issue of Harvard Business Review. Thomas, thank you so much for coming on the HBR IdeaCast .

THOMAS WEDELL-WEDELLSBORG: Thanks for inviting me.

SARAH GREEN CARMICHAEL: So, I thought maybe we could start by talking about the problem of talking about problem reframing. What is that exactly?

THOMAS WEDELL-WEDELLSBORG: Basically, when people face a problem, they tend to jump into solution mode to rapidly, and very often that means that they don’t really understand, necessarily, the problem they’re trying to solve. And so, reframing is really a– at heart, it’s a method that helps you avoid that by taking a second to go in and ask two questions, basically saying, first of all, wait. What is the problem we’re trying to solve? And then crucially asking, is there a different way to think about what the problem actually is?

SARAH GREEN CARMICHAEL: So, I feel like so often when this comes up in meetings, you know, someone says that, and maybe they throw out the Einstein quote about you spend an hour of problem solving, you spend 55 minutes to find the problem. And then everyone else in the room kind of gets irritated. So, maybe just give us an example of maybe how this would work in practice in a way that would not, sort of, set people’s teeth on edge, like oh, here Sarah goes again, reframing the whole problem instead of just solving it.

THOMAS WEDELL-WEDELLSBORG: I mean, you’re bringing up something that’s, I think is crucial, which is to create legitimacy for the method. So, one of the reasons why I put out the article is to give people a tool to say actually, this thing is still important, and we need to do it. But I think the really critical thing in order to make this work in a meeting is actually to learn how to do it fast, because if you have the idea that you need to spend 30 minutes in a meeting delving deeply into the problem, I mean, that’s going to be uphill for most problems. So, the critical thing here is really to try to make it a practice you can implement very, very rapidly.

There’s an example that I would suggest memorizing. This is the example that I use to explain very rapidly what it is. And it’s basically, I call it the slow elevator problem. You imagine that you are the owner of an office building, and that your tenants are complaining that the elevator’s slow.

Now, if you take that problem framing for granted, you’re going to start thinking creatively around how do we make the elevator faster. Do we install a new motor? Do we have to buy a new lift somewhere?

The thing is, though, if you ask people who actually work with facilities management, well, they’re going to have a different solution for you, which is put up a mirror next to the elevator. That’s what happens is, of course, that people go oh, I’m busy. I’m busy. I’m– oh, a mirror. Oh, that’s beautiful.

And then they forget time. What’s interesting about that example is that the idea with a mirror is actually a solution to a different problem than the one you first proposed. And so, the whole idea here is once you get good at using reframing, you can quickly identify other aspects of the problem that might be much better to try to solve than the original one you found. It’s not necessarily that the first one is wrong. It’s just that there might be better problems out there to attack that we can, means we can do things much faster, cheaper, or better.

SARAH GREEN CARMICHAEL: So, in that example, I can understand how A, it’s probably expensive to make the elevator faster, so it’s much cheaper just to put up a mirror. And B, maybe the real problem people are actually feeling, even though they’re not articulating it right, is like, I hate waiting for the elevator. But if you let them sort of fix their hair or check their teeth, they’re suddenly distracted and don’t notice.

But if you have, this is sort of a pedestrian example, but say you have a roommate or a spouse who doesn’t clean up the kitchen. Facing that problem and not having your elegant solution already there to highlight the contrast between the perceived problem and the real problem, how would you take a problem like that and attack it using this method so that you can see what some of the other options might be?

THOMAS WEDELL-WEDELLSBORG: Right. So, I mean, let’s say it’s you who have that problem. I would go in and say, first of all, what would you say the problem is? Like, if you were to describe your view of the problem, what would that be?

SARAH GREEN CARMICHAEL: I hate cleaning the kitchen, and I want someone else to clean it up.

THOMAS WEDELL-WEDELLSBORG: OK. So, my first observation, you know, that somebody else might not necessarily be your spouse. So, already there, there’s an inbuilt assumption in your question around oh, it has to be my husband who does the cleaning. So, it might actually be worth, already there to say, is that really the only problem you have? That you hate cleaning the kitchen, and you want to avoid it? Or might there be something around, as well, getting a better relationship in terms of how you solve problems in general or establishing a better way to handle small problems when dealing with your spouse?

SARAH GREEN CARMICHAEL: Or maybe, now that I’m thinking that, maybe the problem is that you just can’t find the stuff in the kitchen when you need to find it.

THOMAS WEDELL-WEDELLSBORG: Right, and so that’s an example of a reframing, that actually why is it a problem that the kitchen is not clean? Is it only because you hate the act of cleaning, or does it actually mean that it just takes you a lot longer and gets a lot messier to actually use the kitchen, which is a different problem. The way you describe this problem now, is there anything that’s missing from that description?

SARAH GREEN CARMICHAEL: That is a really good question.

THOMAS WEDELL-WEDELLSBORG: Other, basically asking other factors that we are not talking about right now, and I say those because people tend to, when given a problem, they tend to delve deeper into the detail. What often is missing is actually an element outside of the initial description of the problem that might be really relevant to what’s going on. Like, why does the kitchen get messy in the first place? Is it something about the way you use it or your cooking habits? Is it because the neighbor’s kids, kind of, use it all the time?

There might, very often, there might be issues that you’re not really thinking about when you first describe the problem that actually has a big effect on it.

SARAH GREEN CARMICHAEL: I think at this point it would be helpful to maybe get another business example, and I’m wondering if you could tell us the story of the dog adoption problem.

THOMAS WEDELL-WEDELLSBORG: Yeah. This is a big problem in the US. If you work in the shelter industry, basically because dogs are so popular, more than 3 million dogs every year enter a shelter, and currently only about half of those actually find a new home and get adopted. And so, this is a problem that has persisted. It’s been, like, a structural problem for decades in this space. In the last three years, where people found new ways to address it.

So a woman called Lori Weise who runs a rescue organization in South LA, and she actually went in and challenged the very idea of what we were trying to do. She said, no, no. The problem we’re trying to solve is not about how to get more people to adopt dogs. It is about keeping the dogs with their first family so they never enter the shelter system in the first place.

In 2013, she started what’s called a Shelter Intervention Program that basically works like this. If a family comes and wants to hand over their dog, these are called owner surrenders. It’s about 30% of all dogs that come into a shelter. All they would do is go up and ask, if you could, would you like to keep your animal? And if they said yes, they would try to fix whatever helped them fix the problem, but that made them turn over this.

And sometimes that might be that they moved into a new building. The landlord required a deposit, and they simply didn’t have the money to put down a deposit. Or the dog might need a $10 rabies shot, but they didn’t know how to get access to a vet.

And so, by instigating that program, just in the first year, she took her, basically the amount of dollars they spent per animal they helped went from something like $85 down to around $60. Just an immediate impact, and her program now is being rolled out, is being supported by the ASPCA, which is one of the big animal welfare stations, and it’s being rolled out to various other places.

And I think what really struck me with that example was this was not dependent on having the internet. This was not, oh, we needed to have everybody mobile before we could come up with this. This, conceivably, we could have done 20 years ago. Only, it only happened when somebody, like in this case Lori, went in and actually rethought what the problem they were trying to solve was in the first place.

SARAH GREEN CARMICHAEL: So, what I also think is so interesting about that example is that when you talk about it, it doesn’t sound like the kind of thing that would have been thought of through other kinds of problem solving methods. There wasn’t necessarily an After Action Review or a 5 Whys exercise or a Six Sigma type intervention. I don’t want to throw those other methods under the bus, but how can you get such powerful results with such a very simple way of thinking about something?

THOMAS WEDELL-WEDELLSBORG: That was something that struck me as well. This, in a way, reframing and the idea of the problem diagnosis is important is something we’ve known for a long, long time. And we’ve actually have built some tools to help out. If you worked with us professionally, you are familiar with, like, Six Sigma, TRIZ, and so on. You mentioned 5 Whys. A root cause analysis is another one that a lot of people are familiar with.

Those are our good tools, and they’re definitely better than nothing. But what I notice when I work with the companies applying those was those tools tend to make you dig deeper into the first understanding of the problem we have. If it’s the elevator example, people start asking, well, is that the cable strength, or is the capacity of the elevator? That they kind of get caught by the details.

That, in a way, is a bad way to work on problems because it really assumes that there’s like a, you can almost hear it, a root cause. That you have to dig down and find the one true problem, and everything else was just symptoms. That’s a bad way to think about problems because problems tend to be multicausal.

There tend to be lots of causes or levers you can potentially press to address a problem. And if you think there’s only one, if that’s the right problem, that’s actually a dangerous way. And so I think that’s why, that this is a method I’ve worked with over the last five years, trying to basically refine how to make people better at this, and the key tends to be this thing about shifting out and saying, is there a totally different way of thinking about the problem versus getting too caught up in the mechanistic details of what happens.

SARAH GREEN CARMICHAEL: What about experimentation? Because that’s another method that’s become really popular with the rise of Lean Startup and lots of other innovation methodologies. Why wouldn’t it have worked to, say, experiment with many different types of fixing the dog adoption problem, and then just pick the one that works the best?

THOMAS WEDELL-WEDELLSBORG: You could say in the dog space, that’s what’s been going on. I mean, there is, in this industry and a lot of, it’s largely volunteer driven. People have experimented, and they found different ways of trying to cope. And that has definitely made the problem better. So, I wouldn’t say that experimentation is bad, quite the contrary. Rapid prototyping, quickly putting something out into the world and learning from it, that’s a fantastic way to learn more and to move forward.

My point is, though, that I feel we’ve come to rely too much on that. There’s like, if you look at the start up space, the wisdom is now just to put something quickly into the market, and then if it doesn’t work, pivot and just do more stuff. What reframing really is, I think of it as the cognitive counterpoint to prototyping. So, this is really a way of seeing very quickly, like not just working on the solution, but also working on our understanding of the problem and trying to see is there a different way to think about that.

If you only stick with experimentation, again, you tend to sometimes stay too much in the same space trying minute variations of something instead of taking a step back and saying, wait a minute. What is this telling us about what the real issue is?

SARAH GREEN CARMICHAEL: So, to go back to something that we touched on earlier, when we were talking about the completely hypothetical example of a spouse who does not clean the kitchen–

THOMAS WEDELL-WEDELLSBORG: Completely, completely hypothetical.

SARAH GREEN CARMICHAEL: Yes. For the record, my husband is a great kitchen cleaner.

You started asking me some questions that I could see immediately were helping me rethink that problem. Is that kind of the key, just having a checklist of questions to ask yourself? How do you really start to put this into practice?

THOMAS WEDELL-WEDELLSBORG: I think there are two steps in that. The first one is just to make yourself better at the method. Yes, you should kind of work with a checklist. In the article, I kind of outlined seven practices that you can use to do this.

But importantly, I would say you have to consider that as, basically, a set of training wheels. I think there’s a big, big danger in getting caught in a checklist. This is something I work with.

My co-author Paddy Miller, it’s one of his insights. That if you start giving people a checklist for things like this, they start following it. And that’s actually a problem, because what you really want them to do is start challenging their thinking.

So the way to handle this is to get some practice using it. Do use the checklist initially, but then try to step away from it and try to see if you can organically make– it’s almost a habit of mind. When you run into a colleague in the hallway and she has a problem and you have five minutes, like, delving in and just starting asking some of those questions and using your intuition to say, wait, how is she talking about this problem? And is there a question or two I can ask her about the problem that can help her rethink it?

SARAH GREEN CARMICHAEL: Well, that is also just a very different approach, because I think in that situation, most of us can’t go 30 seconds without jumping in and offering solutions.

THOMAS WEDELL-WEDELLSBORG: Very true. The drive toward solutions is very strong. And to be clear, I mean, there’s nothing wrong with that if the solutions work. So, many problems are just solved by oh, you know, oh, here’s the way to do that. Great.

But this is really a powerful method for those problems where either it’s something we’ve been banging our heads against tons of times without making progress, or when you need to come up with a really creative solution. When you’re facing a competitor with a much bigger budget, and you know, if you solve the same problem later, you’re not going to win. So, that basic idea of taking that approach to problems can often help you move forward in a different way than just like, oh, I have a solution.

I would say there’s also, there’s some interesting psychological stuff going on, right? Where you may have tried this, but if somebody tries to serve up a solution to a problem I have, I’m often resistant towards them. Kind if like, no, no, no, no, no, no. That solution is not going to work in my world. Whereas if you get them to discuss and analyze what the problem really is, you might actually dig something up.

Let’s go back to the kitchen example. One powerful question is just to say, what’s your own part in creating this problem? It’s very often, like, people, they describe problems as if it’s something that’s inflicted upon them from the external world, and they are innocent bystanders in that.

SARAH GREEN CARMICHAEL: Right, or crazy customers with unreasonable demands.

THOMAS WEDELL-WEDELLSBORG: Exactly, right. I don’t think I’ve ever met an agency or consultancy that didn’t, like, gossip about their customers. Oh, my god, they’re horrible. That, you know, classic thing, why don’t they want to take more risk? Well, risk is bad.

It’s their business that’s on the line, not the consultancy’s, right? So, absolutely, that’s one of the things when you step into a different mindset and kind of, wait. Oh yeah, maybe I actually am part of creating this problem in a sense, as well. That tends to open some new doors for you to move forward, in a way, with stuff that you may have been struggling with for years.

SARAH GREEN CARMICHAEL: So, we’ve surfaced a couple of questions that are useful. I’m curious to know, what are some of the other questions that you find yourself asking in these situations, given that you have made this sort of mental habit that you do? What are the questions that people seem to find really useful?

THOMAS WEDELL-WEDELLSBORG: One easy one is just to ask if there are any positive exceptions to the problem. So, was there day where your kitchen was actually spotlessly clean? And then asking, what was different about that day? Like, what happened there that didn’t happen the other days? That can very often point people towards a factor that they hadn’t considered previously.

SARAH GREEN CARMICHAEL: We got take-out.

THOMAS WEDELL-WEDELLSBORG: S,o that is your solution. Take-out from [INAUDIBLE]. That might have other problems.

Another good question, and this is a little bit more high level. It’s actually more making an observation about labeling how that person thinks about the problem. And what I mean with that is, we have problem categories in our head. So, if I say, let’s say that you describe a problem to me and say, well, we have a really great product and are, it’s much better than our previous product, but people aren’t buying it. I think we need to put more marketing dollars into this.

Now you can go in and say, that’s interesting. This sounds like you’re thinking of this as a communications problem. Is there a different way of thinking about that? Because you can almost tell how, when the second you say communications, there are some ideas about how do you solve a communications problem. Typically with more communication.

And what you might do is go in and suggest, well, have you considered that it might be, say, an incentive problem? Are there incentives on behalf of the purchasing manager at your clients that are obstructing you? Might there be incentive issues with your own sales force that makes them want to sell the old product instead of the new one?

So literally, just identifying what type of problem does this person think about, and is there different potential way of thinking about it? Might it be an emotional problem, a timing problem, an expectations management problem? Thinking about what label of what type of problem that person is kind of thinking as it of.

SARAH GREEN CARMICHAEL: That’s really interesting, too, because I think so many of us get requests for advice that we’re really not qualified to give. So, maybe the next time that happens, instead of muddying my way through, I will just ask some of those questions that we talked about instead.

THOMAS WEDELL-WEDELLSBORG: That sounds like a good idea.

SARAH GREEN CARMICHAEL: So, Thomas, this has really helped me reframe the way I think about a couple of problems in my own life, and I’m just wondering. I know you do this professionally, but is there a problem in your life that thinking this way has helped you solve?

THOMAS WEDELL-WEDELLSBORG: I’ve, of course, I’ve been swallowing my own medicine on this, too, and I think I have, well, maybe two different examples, and in one case somebody else did the reframing for me. But in one case, when I was younger, I often kind of struggled a little bit. I mean, this is my teenage years, kind of hanging out with my parents. I thought they were pretty annoying people. That’s not really fair, because they’re quite wonderful, but that’s what life is when you’re a teenager.

And one of the things that struck me, suddenly, and this was kind of the positive exception was, there was actually an evening where we really had a good time, and there wasn’t a conflict. And the core thing was, I wasn’t just seeing them in their old house where I grew up. It was, actually, we were at a restaurant. And it suddenly struck me that so much of the sometimes, kind of, a little bit, you love them but they’re annoying kind of dynamic, is tied to the place, is tied to the setting you are in.

And of course, if– you know, I live abroad now, if I visit my parents and I stay in my old bedroom, you know, my mother comes in and wants to wake me up in the morning. Stuff like that, right? And it just struck me so, so clearly that it’s– when I change this setting, if I go out and have dinner with them at a different place, that the dynamic, just that dynamic disappears.

SARAH GREEN CARMICHAEL: Well, Thomas, this has been really, really helpful. Thank you for talking with me today.

THOMAS WEDELL-WEDELLSBORG: Thank you, Sarah.

HANNAH BATES: That was Thomas Wedell-Wedellsborg in conversation with Sarah Green Carmichael on the HBR IdeaCast. He’s an expert in problem solving and innovation, and he’s the author of the book, What’s Your Problem?: To Solve Your Toughest Problems, Change the Problems You Solve .

We’ll be back next Wednesday with another hand-picked conversation about leadership from the Harvard Business Review. If you found this episode helpful, share it with your friends and colleagues, and follow our show on Apple Podcasts, Spotify, or wherever you get your podcasts. While you’re there, be sure to leave us a review.

We’re a production of Harvard Business Review. If you want more podcasts, articles, case studies, books, and videos like this, find it all at HBR dot org.

This episode was produced by Anne Saini, and me, Hannah Bates. Ian Fox is our editor. Music by Coma Media. Special thanks to Maureen Hoch, Adi Ignatius, Karen Player, Ramsey Khabbaz, Nicole Smith, Anne Bartholomew, and you – our listener.

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Published: 11 January 2023

The effectiveness of collaborative problem solving in promoting students’ critical thinking: A meta-analysis based on empirical literature

Enwei Xu ORCID: orcid.org/0000-0001-6424-8169 1 ,
Wei Wang 1 &
Qingxia Wang 1

Humanities and Social Sciences Communications volume 10 , Article number: 16 ( 2023 ) Cite this article

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Science, technology and society

Collaborative problem-solving has been widely embraced in the classroom instruction of critical thinking, which is regarded as the core of curriculum reform based on key competencies in the field of education as well as a key competence for learners in the 21st century. However, the effectiveness of collaborative problem-solving in promoting students’ critical thinking remains uncertain. This current research presents the major findings of a meta-analysis of 36 pieces of the literature revealed in worldwide educational periodicals during the 21st century to identify the effectiveness of collaborative problem-solving in promoting students’ critical thinking and to determine, based on evidence, whether and to what extent collaborative problem solving can result in a rise or decrease in critical thinking. The findings show that (1) collaborative problem solving is an effective teaching approach to foster students’ critical thinking, with a significant overall effect size (ES = 0.82, z = 12.78, P < 0.01, 95% CI [0.69, 0.95]); (2) in respect to the dimensions of critical thinking, collaborative problem solving can significantly and successfully enhance students’ attitudinal tendencies (ES = 1.17, z = 7.62, P < 0.01, 95% CI[0.87, 1.47]); nevertheless, it falls short in terms of improving students’ cognitive skills, having only an upper-middle impact (ES = 0.70, z = 11.55, P < 0.01, 95% CI[0.58, 0.82]); and (3) the teaching type (chi 2 = 7.20, P < 0.05), intervention duration (chi 2 = 12.18, P < 0.01), subject area (chi 2 = 13.36, P < 0.05), group size (chi 2 = 8.77, P < 0.05), and learning scaffold (chi 2 = 9.03, P < 0.01) all have an impact on critical thinking, and they can be viewed as important moderating factors that affect how critical thinking develops. On the basis of these results, recommendations are made for further study and instruction to better support students’ critical thinking in the context of collaborative problem-solving.

Fostering twenty-first century skills among primary school students through math project-based learning

Nadia Rehman, Wenlan Zhang, … Samia Batool

A meta-analysis to gauge the impact of pedagogies employed in mixed-ability high school biology classrooms

Malavika E. Santhosh, Jolly Bhadra, … Noora Al-Thani

A guide to critical thinking: implications for dental education

Deborah Martin

Introduction

Although critical thinking has a long history in research, the concept of critical thinking, which is regarded as an essential competence for learners in the 21st century, has recently attracted more attention from researchers and teaching practitioners (National Research Council, 2012 ). Critical thinking should be the core of curriculum reform based on key competencies in the field of education (Peng and Deng, 2017 ) because students with critical thinking can not only understand the meaning of knowledge but also effectively solve practical problems in real life even after knowledge is forgotten (Kek and Huijser, 2011 ). The definition of critical thinking is not universal (Ennis, 1989 ; Castle, 2009 ; Niu et al., 2013 ). In general, the definition of critical thinking is a self-aware and self-regulated thought process (Facione, 1990 ; Niu et al., 2013 ). It refers to the cognitive skills needed to interpret, analyze, synthesize, reason, and evaluate information as well as the attitudinal tendency to apply these abilities (Halpern, 2001 ). The view that critical thinking can be taught and learned through curriculum teaching has been widely supported by many researchers (e.g., Kuncel, 2011 ; Leng and Lu, 2020 ), leading to educators’ efforts to foster it among students. In the field of teaching practice, there are three types of courses for teaching critical thinking (Ennis, 1989 ). The first is an independent curriculum in which critical thinking is taught and cultivated without involving the knowledge of specific disciplines; the second is an integrated curriculum in which critical thinking is integrated into the teaching of other disciplines as a clear teaching goal; and the third is a mixed curriculum in which critical thinking is taught in parallel to the teaching of other disciplines for mixed teaching training. Furthermore, numerous measuring tools have been developed by researchers and educators to measure critical thinking in the context of teaching practice. These include standardized measurement tools, such as WGCTA, CCTST, CCTT, and CCTDI, which have been verified by repeated experiments and are considered effective and reliable by international scholars (Facione and Facione, 1992 ). In short, descriptions of critical thinking, including its two dimensions of attitudinal tendency and cognitive skills, different types of teaching courses, and standardized measurement tools provide a complex normative framework for understanding, teaching, and evaluating critical thinking.

Cultivating critical thinking in curriculum teaching can start with a problem, and one of the most popular critical thinking instructional approaches is problem-based learning (Liu et al., 2020 ). Duch et al. ( 2001 ) noted that problem-based learning in group collaboration is progressive active learning, which can improve students’ critical thinking and problem-solving skills. Collaborative problem-solving is the organic integration of collaborative learning and problem-based learning, which takes learners as the center of the learning process and uses problems with poor structure in real-world situations as the starting point for the learning process (Liang et al., 2017 ). Students learn the knowledge needed to solve problems in a collaborative group, reach a consensus on problems in the field, and form solutions through social cooperation methods, such as dialogue, interpretation, questioning, debate, negotiation, and reflection, thus promoting the development of learners’ domain knowledge and critical thinking (Cindy, 2004 ; Liang et al., 2017 ).

Collaborative problem-solving has been widely used in the teaching practice of critical thinking, and several studies have attempted to conduct a systematic review and meta-analysis of the empirical literature on critical thinking from various perspectives. However, little attention has been paid to the impact of collaborative problem-solving on critical thinking. Therefore, the best approach for developing and enhancing critical thinking throughout collaborative problem-solving is to examine how to implement critical thinking instruction; however, this issue is still unexplored, which means that many teachers are incapable of better instructing critical thinking (Leng and Lu, 2020 ; Niu et al., 2013 ). For example, Huber ( 2016 ) provided the meta-analysis findings of 71 publications on gaining critical thinking over various time frames in college with the aim of determining whether critical thinking was truly teachable. These authors found that learners significantly improve their critical thinking while in college and that critical thinking differs with factors such as teaching strategies, intervention duration, subject area, and teaching type. The usefulness of collaborative problem-solving in fostering students’ critical thinking, however, was not determined by this study, nor did it reveal whether there existed significant variations among the different elements. A meta-analysis of 31 pieces of educational literature was conducted by Liu et al. ( 2020 ) to assess the impact of problem-solving on college students’ critical thinking. These authors found that problem-solving could promote the development of critical thinking among college students and proposed establishing a reasonable group structure for problem-solving in a follow-up study to improve students’ critical thinking. Additionally, previous empirical studies have reached inconclusive and even contradictory conclusions about whether and to what extent collaborative problem-solving increases or decreases critical thinking levels. As an illustration, Yang et al. ( 2008 ) carried out an experiment on the integrated curriculum teaching of college students based on a web bulletin board with the goal of fostering participants’ critical thinking in the context of collaborative problem-solving. These authors’ research revealed that through sharing, debating, examining, and reflecting on various experiences and ideas, collaborative problem-solving can considerably enhance students’ critical thinking in real-life problem situations. In contrast, collaborative problem-solving had a positive impact on learners’ interaction and could improve learning interest and motivation but could not significantly improve students’ critical thinking when compared to traditional classroom teaching, according to research by Naber and Wyatt ( 2014 ) and Sendag and Odabasi ( 2009 ) on undergraduate and high school students, respectively.

The above studies show that there is inconsistency regarding the effectiveness of collaborative problem-solving in promoting students’ critical thinking. Therefore, it is essential to conduct a thorough and trustworthy review to detect and decide whether and to what degree collaborative problem-solving can result in a rise or decrease in critical thinking. Meta-analysis is a quantitative analysis approach that is utilized to examine quantitative data from various separate studies that are all focused on the same research topic. This approach characterizes the effectiveness of its impact by averaging the effect sizes of numerous qualitative studies in an effort to reduce the uncertainty brought on by independent research and produce more conclusive findings (Lipsey and Wilson, 2001 ).

This paper used a meta-analytic approach and carried out a meta-analysis to examine the effectiveness of collaborative problem-solving in promoting students’ critical thinking in order to make a contribution to both research and practice. The following research questions were addressed by this meta-analysis:

What is the overall effect size of collaborative problem-solving in promoting students’ critical thinking and its impact on the two dimensions of critical thinking (i.e., attitudinal tendency and cognitive skills)?

How are the disparities between the study conclusions impacted by various moderating variables if the impacts of various experimental designs in the included studies are heterogeneous?

This research followed the strict procedures (e.g., database searching, identification, screening, eligibility, merging, duplicate removal, and analysis of included studies) of Cooper’s ( 2010 ) proposed meta-analysis approach for examining quantitative data from various separate studies that are all focused on the same research topic. The relevant empirical research that appeared in worldwide educational periodicals within the 21st century was subjected to this meta-analysis using Rev-Man 5.4. The consistency of the data extracted separately by two researchers was tested using Cohen’s kappa coefficient, and a publication bias test and a heterogeneity test were run on the sample data to ascertain the quality of this meta-analysis.

Data sources and search strategies

There were three stages to the data collection process for this meta-analysis, as shown in Fig. 1 , which shows the number of articles included and eliminated during the selection process based on the statement and study eligibility criteria.

This flowchart shows the number of records identified, included and excluded in the article.

First, the databases used to systematically search for relevant articles were the journal papers of the Web of Science Core Collection and the Chinese Core source journal, as well as the Chinese Social Science Citation Index (CSSCI) source journal papers included in CNKI. These databases were selected because they are credible platforms that are sources of scholarly and peer-reviewed information with advanced search tools and contain literature relevant to the subject of our topic from reliable researchers and experts. The search string with the Boolean operator used in the Web of Science was “TS = (((“critical thinking” or “ct” and “pretest” or “posttest”) or (“critical thinking” or “ct” and “control group” or “quasi experiment” or “experiment”)) and (“collaboration” or “collaborative learning” or “CSCL”) and (“problem solving” or “problem-based learning” or “PBL”))”. The research area was “Education Educational Research”, and the search period was “January 1, 2000, to December 30, 2021”. A total of 412 papers were obtained. The search string with the Boolean operator used in the CNKI was “SU = (‘critical thinking’*‘collaboration’ + ‘critical thinking’*‘collaborative learning’ + ‘critical thinking’*‘CSCL’ + ‘critical thinking’*‘problem solving’ + ‘critical thinking’*‘problem-based learning’ + ‘critical thinking’*‘PBL’ + ‘critical thinking’*‘problem oriented’) AND FT = (‘experiment’ + ‘quasi experiment’ + ‘pretest’ + ‘posttest’ + ‘empirical study’)” (translated into Chinese when searching). A total of 56 studies were found throughout the search period of “January 2000 to December 2021”. From the databases, all duplicates and retractions were eliminated before exporting the references into Endnote, a program for managing bibliographic references. In all, 466 studies were found.

Second, the studies that matched the inclusion and exclusion criteria for the meta-analysis were chosen by two researchers after they had reviewed the abstracts and titles of the gathered articles, yielding a total of 126 studies.

Third, two researchers thoroughly reviewed each included article’s whole text in accordance with the inclusion and exclusion criteria. Meanwhile, a snowball search was performed using the references and citations of the included articles to ensure complete coverage of the articles. Ultimately, 36 articles were kept.

Two researchers worked together to carry out this entire process, and a consensus rate of almost 94.7% was reached after discussion and negotiation to clarify any emerging differences.

Eligibility criteria

Since not all the retrieved studies matched the criteria for this meta-analysis, eligibility criteria for both inclusion and exclusion were developed as follows:

The publication language of the included studies was limited to English and Chinese, and the full text could be obtained. Articles that did not meet the publication language and articles not published between 2000 and 2021 were excluded.

The research design of the included studies must be empirical and quantitative studies that can assess the effect of collaborative problem-solving on the development of critical thinking. Articles that could not identify the causal mechanisms by which collaborative problem-solving affects critical thinking, such as review articles and theoretical articles, were excluded.

The research method of the included studies must feature a randomized control experiment or a quasi-experiment, or a natural experiment, which have a higher degree of internal validity with strong experimental designs and can all plausibly provide evidence that critical thinking and collaborative problem-solving are causally related. Articles with non-experimental research methods, such as purely correlational or observational studies, were excluded.

The participants of the included studies were only students in school, including K-12 students and college students. Articles in which the participants were non-school students, such as social workers or adult learners, were excluded.

The research results of the included studies must mention definite signs that may be utilized to gauge critical thinking’s impact (e.g., sample size, mean value, or standard deviation). Articles that lacked specific measurement indicators for critical thinking and could not calculate the effect size were excluded.

Data coding design

In order to perform a meta-analysis, it is necessary to collect the most important information from the articles, codify that information’s properties, and convert descriptive data into quantitative data. Therefore, this study designed a data coding template (see Table 1 ). Ultimately, 16 coding fields were retained.

The designed data-coding template consisted of three pieces of information. Basic information about the papers was included in the descriptive information: the publishing year, author, serial number, and title of the paper.

The variable information for the experimental design had three variables: the independent variable (instruction method), the dependent variable (critical thinking), and the moderating variable (learning stage, teaching type, intervention duration, learning scaffold, group size, measuring tool, and subject area). Depending on the topic of this study, the intervention strategy, as the independent variable, was coded into collaborative and non-collaborative problem-solving. The dependent variable, critical thinking, was coded as a cognitive skill and an attitudinal tendency. And seven moderating variables were created by grouping and combining the experimental design variables discovered within the 36 studies (see Table 1 ), where learning stages were encoded as higher education, high school, middle school, and primary school or lower; teaching types were encoded as mixed courses, integrated courses, and independent courses; intervention durations were encoded as 0–1 weeks, 1–4 weeks, 4–12 weeks, and more than 12 weeks; group sizes were encoded as 2–3 persons, 4–6 persons, 7–10 persons, and more than 10 persons; learning scaffolds were encoded as teacher-supported learning scaffold, technique-supported learning scaffold, and resource-supported learning scaffold; measuring tools were encoded as standardized measurement tools (e.g., WGCTA, CCTT, CCTST, and CCTDI) and self-adapting measurement tools (e.g., modified or made by researchers); and subject areas were encoded according to the specific subjects used in the 36 included studies.

The data information contained three metrics for measuring critical thinking: sample size, average value, and standard deviation. It is vital to remember that studies with various experimental designs frequently adopt various formulas to determine the effect size. And this paper used Morris’ proposed standardized mean difference (SMD) calculation formula ( 2008 , p. 369; see Supplementary Table S3 ).

Procedure for extracting and coding data

According to the data coding template (see Table 1 ), the 36 papers’ information was retrieved by two researchers, who then entered them into Excel (see Supplementary Table S1 ). The results of each study were extracted separately in the data extraction procedure if an article contained numerous studies on critical thinking, or if a study assessed different critical thinking dimensions. For instance, Tiwari et al. ( 2010 ) used four time points, which were viewed as numerous different studies, to examine the outcomes of critical thinking, and Chen ( 2013 ) included the two outcome variables of attitudinal tendency and cognitive skills, which were regarded as two studies. After discussion and negotiation during data extraction, the two researchers’ consistency test coefficients were roughly 93.27%. Supplementary Table S2 details the key characteristics of the 36 included articles with 79 effect quantities, including descriptive information (e.g., the publishing year, author, serial number, and title of the paper), variable information (e.g., independent variables, dependent variables, and moderating variables), and data information (e.g., mean values, standard deviations, and sample size). Following that, testing for publication bias and heterogeneity was done on the sample data using the Rev-Man 5.4 software, and then the test results were used to conduct a meta-analysis.

Publication bias test

When the sample of studies included in a meta-analysis does not accurately reflect the general status of research on the relevant subject, publication bias is said to be exhibited in this research. The reliability and accuracy of the meta-analysis may be impacted by publication bias. Due to this, the meta-analysis needs to check the sample data for publication bias (Stewart et al., 2006 ). A popular method to check for publication bias is the funnel plot; and it is unlikely that there will be publishing bias when the data are equally dispersed on either side of the average effect size and targeted within the higher region. The data are equally dispersed within the higher portion of the efficient zone, consistent with the funnel plot connected with this analysis (see Fig. 2 ), indicating that publication bias is unlikely in this situation.

This funnel plot shows the result of publication bias of 79 effect quantities across 36 studies.

Heterogeneity test

To select the appropriate effect models for the meta-analysis, one might use the results of a heterogeneity test on the data effect sizes. In a meta-analysis, it is common practice to gauge the degree of data heterogeneity using the I 2 value, and I 2 ≥ 50% is typically understood to denote medium-high heterogeneity, which calls for the adoption of a random effect model; if not, a fixed effect model ought to be applied (Lipsey and Wilson, 2001 ). The findings of the heterogeneity test in this paper (see Table 2 ) revealed that I 2 was 86% and displayed significant heterogeneity ( P < 0.01). To ensure accuracy and reliability, the overall effect size ought to be calculated utilizing the random effect model.

The analysis of the overall effect size

This meta-analysis utilized a random effect model to examine 79 effect quantities from 36 studies after eliminating heterogeneity. In accordance with Cohen’s criterion (Cohen, 1992 ), it is abundantly clear from the analysis results, which are shown in the forest plot of the overall effect (see Fig. 3 ), that the cumulative impact size of cooperative problem-solving is 0.82, which is statistically significant ( z = 12.78, P < 0.01, 95% CI [0.69, 0.95]), and can encourage learners to practice critical thinking.

This forest plot shows the analysis result of the overall effect size across 36 studies.

In addition, this study examined two distinct dimensions of critical thinking to better understand the precise contributions that collaborative problem-solving makes to the growth of critical thinking. The findings (see Table 3 ) indicate that collaborative problem-solving improves cognitive skills (ES = 0.70) and attitudinal tendency (ES = 1.17), with significant intergroup differences (chi 2 = 7.95, P < 0.01). Although collaborative problem-solving improves both dimensions of critical thinking, it is essential to point out that the improvements in students’ attitudinal tendency are much more pronounced and have a significant comprehensive effect (ES = 1.17, z = 7.62, P < 0.01, 95% CI [0.87, 1.47]), whereas gains in learners’ cognitive skill are slightly improved and are just above average. (ES = 0.70, z = 11.55, P < 0.01, 95% CI [0.58, 0.82]).

The analysis of moderator effect size

The whole forest plot’s 79 effect quantities underwent a two-tailed test, which revealed significant heterogeneity ( I 2 = 86%, z = 12.78, P < 0.01), indicating differences between various effect sizes that may have been influenced by moderating factors other than sampling error. Therefore, exploring possible moderating factors that might produce considerable heterogeneity was done using subgroup analysis, such as the learning stage, learning scaffold, teaching type, group size, duration of the intervention, measuring tool, and the subject area included in the 36 experimental designs, in order to further explore the key factors that influence critical thinking. The findings (see Table 4 ) indicate that various moderating factors have advantageous effects on critical thinking. In this situation, the subject area (chi 2 = 13.36, P < 0.05), group size (chi 2 = 8.77, P < 0.05), intervention duration (chi 2 = 12.18, P < 0.01), learning scaffold (chi 2 = 9.03, P < 0.01), and teaching type (chi 2 = 7.20, P < 0.05) are all significant moderators that can be applied to support the cultivation of critical thinking. However, since the learning stage and the measuring tools did not significantly differ among intergroup (chi 2 = 3.15, P = 0.21 > 0.05, and chi 2 = 0.08, P = 0.78 > 0.05), we are unable to explain why these two factors are crucial in supporting the cultivation of critical thinking in the context of collaborative problem-solving. These are the precise outcomes, as follows:

Various learning stages influenced critical thinking positively, without significant intergroup differences (chi 2 = 3.15, P = 0.21 > 0.05). High school was first on the list of effect sizes (ES = 1.36, P < 0.01), then higher education (ES = 0.78, P < 0.01), and middle school (ES = 0.73, P < 0.01). These results show that, despite the learning stage’s beneficial influence on cultivating learners’ critical thinking, we are unable to explain why it is essential for cultivating critical thinking in the context of collaborative problem-solving.

Different teaching types had varying degrees of positive impact on critical thinking, with significant intergroup differences (chi 2 = 7.20, P < 0.05). The effect size was ranked as follows: mixed courses (ES = 1.34, P < 0.01), integrated courses (ES = 0.81, P < 0.01), and independent courses (ES = 0.27, P < 0.01). These results indicate that the most effective approach to cultivate critical thinking utilizing collaborative problem solving is through the teaching type of mixed courses.

Various intervention durations significantly improved critical thinking, and there were significant intergroup differences (chi 2 = 12.18, P < 0.01). The effect sizes related to this variable showed a tendency to increase with longer intervention durations. The improvement in critical thinking reached a significant level (ES = 0.85, P < 0.01) after more than 12 weeks of training. These findings indicate that the intervention duration and critical thinking’s impact are positively correlated, with a longer intervention duration having a greater effect.

Different learning scaffolds influenced critical thinking positively, with significant intergroup differences (chi 2 = 9.03, P < 0.01). The resource-supported learning scaffold (ES = 0.69, P < 0.01) acquired a medium-to-higher level of impact, the technique-supported learning scaffold (ES = 0.63, P < 0.01) also attained a medium-to-higher level of impact, and the teacher-supported learning scaffold (ES = 0.92, P < 0.01) displayed a high level of significant impact. These results show that the learning scaffold with teacher support has the greatest impact on cultivating critical thinking.

Various group sizes influenced critical thinking positively, and the intergroup differences were statistically significant (chi 2 = 8.77, P < 0.05). Critical thinking showed a general declining trend with increasing group size. The overall effect size of 2–3 people in this situation was the biggest (ES = 0.99, P < 0.01), and when the group size was greater than 7 people, the improvement in critical thinking was at the lower-middle level (ES < 0.5, P < 0.01). These results show that the impact on critical thinking is positively connected with group size, and as group size grows, so does the overall impact.

Various measuring tools influenced critical thinking positively, with significant intergroup differences (chi 2 = 0.08, P = 0.78 > 0.05). In this situation, the self-adapting measurement tools obtained an upper-medium level of effect (ES = 0.78), whereas the complete effect size of the standardized measurement tools was the largest, achieving a significant level of effect (ES = 0.84, P < 0.01). These results show that, despite the beneficial influence of the measuring tool on cultivating critical thinking, we are unable to explain why it is crucial in fostering the growth of critical thinking by utilizing the approach of collaborative problem-solving.

Different subject areas had a greater impact on critical thinking, and the intergroup differences were statistically significant (chi 2 = 13.36, P < 0.05). Mathematics had the greatest overall impact, achieving a significant level of effect (ES = 1.68, P < 0.01), followed by science (ES = 1.25, P < 0.01) and medical science (ES = 0.87, P < 0.01), both of which also achieved a significant level of effect. Programming technology was the least effective (ES = 0.39, P < 0.01), only having a medium-low degree of effect compared to education (ES = 0.72, P < 0.01) and other fields (such as language, art, and social sciences) (ES = 0.58, P < 0.01). These results suggest that scientific fields (e.g., mathematics, science) may be the most effective subject areas for cultivating critical thinking utilizing the approach of collaborative problem-solving.

The effectiveness of collaborative problem solving with regard to teaching critical thinking

According to this meta-analysis, using collaborative problem-solving as an intervention strategy in critical thinking teaching has a considerable amount of impact on cultivating learners’ critical thinking as a whole and has a favorable promotional effect on the two dimensions of critical thinking. According to certain studies, collaborative problem solving, the most frequently used critical thinking teaching strategy in curriculum instruction can considerably enhance students’ critical thinking (e.g., Liang et al., 2017 ; Liu et al., 2020 ; Cindy, 2004 ). This meta-analysis provides convergent data support for the above research views. Thus, the findings of this meta-analysis not only effectively address the first research query regarding the overall effect of cultivating critical thinking and its impact on the two dimensions of critical thinking (i.e., attitudinal tendency and cognitive skills) utilizing the approach of collaborative problem-solving, but also enhance our confidence in cultivating critical thinking by using collaborative problem-solving intervention approach in the context of classroom teaching.

Furthermore, the associated improvements in attitudinal tendency are much stronger, but the corresponding improvements in cognitive skill are only marginally better. According to certain studies, cognitive skill differs from the attitudinal tendency in classroom instruction; the cultivation and development of the former as a key ability is a process of gradual accumulation, while the latter as an attitude is affected by the context of the teaching situation (e.g., a novel and exciting teaching approach, challenging and rewarding tasks) (Halpern, 2001 ; Wei and Hong, 2022 ). Collaborative problem-solving as a teaching approach is exciting and interesting, as well as rewarding and challenging; because it takes the learners as the focus and examines problems with poor structure in real situations, and it can inspire students to fully realize their potential for problem-solving, which will significantly improve their attitudinal tendency toward solving problems (Liu et al., 2020 ). Similar to how collaborative problem-solving influences attitudinal tendency, attitudinal tendency impacts cognitive skill when attempting to solve a problem (Liu et al., 2020 ; Zhang et al., 2022 ), and stronger attitudinal tendencies are associated with improved learning achievement and cognitive ability in students (Sison, 2008 ; Zhang et al., 2022 ). It can be seen that the two specific dimensions of critical thinking as well as critical thinking as a whole are affected by collaborative problem-solving, and this study illuminates the nuanced links between cognitive skills and attitudinal tendencies with regard to these two dimensions of critical thinking. To fully develop students’ capacity for critical thinking, future empirical research should pay closer attention to cognitive skills.

The moderating effects of collaborative problem solving with regard to teaching critical thinking

In order to further explore the key factors that influence critical thinking, exploring possible moderating effects that might produce considerable heterogeneity was done using subgroup analysis. The findings show that the moderating factors, such as the teaching type, learning stage, group size, learning scaffold, duration of the intervention, measuring tool, and the subject area included in the 36 experimental designs, could all support the cultivation of collaborative problem-solving in critical thinking. Among them, the effect size differences between the learning stage and measuring tool are not significant, which does not explain why these two factors are crucial in supporting the cultivation of critical thinking utilizing the approach of collaborative problem-solving.

In terms of the learning stage, various learning stages influenced critical thinking positively without significant intergroup differences, indicating that we are unable to explain why it is crucial in fostering the growth of critical thinking.

Although high education accounts for 70.89% of all empirical studies performed by researchers, high school may be the appropriate learning stage to foster students’ critical thinking by utilizing the approach of collaborative problem-solving since it has the largest overall effect size. This phenomenon may be related to student’s cognitive development, which needs to be further studied in follow-up research.

With regard to teaching type, mixed course teaching may be the best teaching method to cultivate students’ critical thinking. Relevant studies have shown that in the actual teaching process if students are trained in thinking methods alone, the methods they learn are isolated and divorced from subject knowledge, which is not conducive to their transfer of thinking methods; therefore, if students’ thinking is trained only in subject teaching without systematic method training, it is challenging to apply to real-world circumstances (Ruggiero, 2012 ; Hu and Liu, 2015 ). Teaching critical thinking as mixed course teaching in parallel to other subject teachings can achieve the best effect on learners’ critical thinking, and explicit critical thinking instruction is more effective than less explicit critical thinking instruction (Bensley and Spero, 2014 ).

In terms of the intervention duration, with longer intervention times, the overall effect size shows an upward tendency. Thus, the intervention duration and critical thinking’s impact are positively correlated. Critical thinking, as a key competency for students in the 21st century, is difficult to get a meaningful improvement in a brief intervention duration. Instead, it could be developed over a lengthy period of time through consistent teaching and the progressive accumulation of knowledge (Halpern, 2001 ; Hu and Liu, 2015 ). Therefore, future empirical studies ought to take these restrictions into account throughout a longer period of critical thinking instruction.

With regard to group size, a group size of 2–3 persons has the highest effect size, and the comprehensive effect size decreases with increasing group size in general. This outcome is in line with some research findings; as an example, a group composed of two to four members is most appropriate for collaborative learning (Schellens and Valcke, 2006 ). However, the meta-analysis results also indicate that once the group size exceeds 7 people, small groups cannot produce better interaction and performance than large groups. This may be because the learning scaffolds of technique support, resource support, and teacher support improve the frequency and effectiveness of interaction among group members, and a collaborative group with more members may increase the diversity of views, which is helpful to cultivate critical thinking utilizing the approach of collaborative problem-solving.

With regard to the learning scaffold, the three different kinds of learning scaffolds can all enhance critical thinking. Among them, the teacher-supported learning scaffold has the largest overall effect size, demonstrating the interdependence of effective learning scaffolds and collaborative problem-solving. This outcome is in line with some research findings; as an example, a successful strategy is to encourage learners to collaborate, come up with solutions, and develop critical thinking skills by using learning scaffolds (Reiser, 2004 ; Xu et al., 2022 ); learning scaffolds can lower task complexity and unpleasant feelings while also enticing students to engage in learning activities (Wood et al., 2006 ); learning scaffolds are designed to assist students in using learning approaches more successfully to adapt the collaborative problem-solving process, and the teacher-supported learning scaffolds have the greatest influence on critical thinking in this process because they are more targeted, informative, and timely (Xu et al., 2022 ).

With respect to the measuring tool, despite the fact that standardized measurement tools (such as the WGCTA, CCTT, and CCTST) have been acknowledged as trustworthy and effective by worldwide experts, only 54.43% of the research included in this meta-analysis adopted them for assessment, and the results indicated no intergroup differences. These results suggest that not all teaching circumstances are appropriate for measuring critical thinking using standardized measurement tools. “The measuring tools for measuring thinking ability have limits in assessing learners in educational situations and should be adapted appropriately to accurately assess the changes in learners’ critical thinking.”, according to Simpson and Courtney ( 2002 , p. 91). As a result, in order to more fully and precisely gauge how learners’ critical thinking has evolved, we must properly modify standardized measuring tools based on collaborative problem-solving learning contexts.

With regard to the subject area, the comprehensive effect size of science departments (e.g., mathematics, science, medical science) is larger than that of language arts and social sciences. Some recent international education reforms have noted that critical thinking is a basic part of scientific literacy. Students with scientific literacy can prove the rationality of their judgment according to accurate evidence and reasonable standards when they face challenges or poorly structured problems (Kyndt et al., 2013 ), which makes critical thinking crucial for developing scientific understanding and applying this understanding to practical problem solving for problems related to science, technology, and society (Yore et al., 2007 ).

Suggestions for critical thinking teaching

Other than those stated in the discussion above, the following suggestions are offered for critical thinking instruction utilizing the approach of collaborative problem-solving.

First, teachers should put a special emphasis on the two core elements, which are collaboration and problem-solving, to design real problems based on collaborative situations. This meta-analysis provides evidence to support the view that collaborative problem-solving has a strong synergistic effect on promoting students’ critical thinking. Asking questions about real situations and allowing learners to take part in critical discussions on real problems during class instruction are key ways to teach critical thinking rather than simply reading speculative articles without practice (Mulnix, 2012 ). Furthermore, the improvement of students’ critical thinking is realized through cognitive conflict with other learners in the problem situation (Yang et al., 2008 ). Consequently, it is essential for teachers to put a special emphasis on the two core elements, which are collaboration and problem-solving, and design real problems and encourage students to discuss, negotiate, and argue based on collaborative problem-solving situations.

Second, teachers should design and implement mixed courses to cultivate learners’ critical thinking, utilizing the approach of collaborative problem-solving. Critical thinking can be taught through curriculum instruction (Kuncel, 2011 ; Leng and Lu, 2020 ), with the goal of cultivating learners’ critical thinking for flexible transfer and application in real problem-solving situations. This meta-analysis shows that mixed course teaching has a highly substantial impact on the cultivation and promotion of learners’ critical thinking. Therefore, teachers should design and implement mixed course teaching with real collaborative problem-solving situations in combination with the knowledge content of specific disciplines in conventional teaching, teach methods and strategies of critical thinking based on poorly structured problems to help students master critical thinking, and provide practical activities in which students can interact with each other to develop knowledge construction and critical thinking utilizing the approach of collaborative problem-solving.

Third, teachers should be more trained in critical thinking, particularly preservice teachers, and they also should be conscious of the ways in which teachers’ support for learning scaffolds can promote critical thinking. The learning scaffold supported by teachers had the greatest impact on learners’ critical thinking, in addition to being more directive, targeted, and timely (Wood et al., 2006 ). Critical thinking can only be effectively taught when teachers recognize the significance of critical thinking for students’ growth and use the proper approaches while designing instructional activities (Forawi, 2016 ). Therefore, with the intention of enabling teachers to create learning scaffolds to cultivate learners’ critical thinking utilizing the approach of collaborative problem solving, it is essential to concentrate on the teacher-supported learning scaffolds and enhance the instruction for teaching critical thinking to teachers, especially preservice teachers.

Implications and limitations

There are certain limitations in this meta-analysis, but future research can correct them. First, the search languages were restricted to English and Chinese, so it is possible that pertinent studies that were written in other languages were overlooked, resulting in an inadequate number of articles for review. Second, these data provided by the included studies are partially missing, such as whether teachers were trained in the theory and practice of critical thinking, the average age and gender of learners, and the differences in critical thinking among learners of various ages and genders. Third, as is typical for review articles, more studies were released while this meta-analysis was being done; therefore, it had a time limit. With the development of relevant research, future studies focusing on these issues are highly relevant and needed.

Conclusions

The subject of the magnitude of collaborative problem-solving’s impact on fostering students’ critical thinking, which received scant attention from other studies, was successfully addressed by this study. The question of the effectiveness of collaborative problem-solving in promoting students’ critical thinking was addressed in this study, which addressed a topic that had gotten little attention in earlier research. The following conclusions can be made:

Regarding the results obtained, collaborative problem solving is an effective teaching approach to foster learners’ critical thinking, with a significant overall effect size (ES = 0.82, z = 12.78, P < 0.01, 95% CI [0.69, 0.95]). With respect to the dimensions of critical thinking, collaborative problem-solving can significantly and effectively improve students’ attitudinal tendency, and the comprehensive effect is significant (ES = 1.17, z = 7.62, P < 0.01, 95% CI [0.87, 1.47]); nevertheless, it falls short in terms of improving students’ cognitive skills, having only an upper-middle impact (ES = 0.70, z = 11.55, P < 0.01, 95% CI [0.58, 0.82]).

As demonstrated by both the results and the discussion, there are varying degrees of beneficial effects on students’ critical thinking from all seven moderating factors, which were found across 36 studies. In this context, the teaching type (chi 2 = 7.20, P < 0.05), intervention duration (chi 2 = 12.18, P < 0.01), subject area (chi 2 = 13.36, P < 0.05), group size (chi 2 = 8.77, P < 0.05), and learning scaffold (chi 2 = 9.03, P < 0.01) all have a positive impact on critical thinking, and they can be viewed as important moderating factors that affect how critical thinking develops. Since the learning stage (chi 2 = 3.15, P = 0.21 > 0.05) and measuring tools (chi 2 = 0.08, P = 0.78 > 0.05) did not demonstrate any significant intergroup differences, we are unable to explain why these two factors are crucial in supporting the cultivation of critical thinking in the context of collaborative problem-solving.

Data availability

All data generated or analyzed during this study are included within the article and its supplementary information files, and the supplementary information files are available in the Dataverse repository: https://doi.org/10.7910/DVN/IPFJO6 .

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Acknowledgements

This research was supported by the graduate scientific research and innovation project of Xinjiang Uygur Autonomous Region named “Research on in-depth learning of high school information technology courses for the cultivation of computing thinking” (No. XJ2022G190) and the independent innovation fund project for doctoral students of the College of Educational Science of Xinjiang Normal University named “Research on project-based teaching of high school information technology courses from the perspective of discipline core literacy” (No. XJNUJKYA2003).

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Xu, E., Wang, W. & Wang, Q. The effectiveness of collaborative problem solving in promoting students’ critical thinking: A meta-analysis based on empirical literature. Humanit Soc Sci Commun 10 , 16 (2023). https://doi.org/10.1057/s41599-023-01508-1

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