problem solving proposal template

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Business Problem Solving Proposal Template: A Comprehensive Guide + Free Template Download + How to Write it

Business problem solving proposal template: a comprehensive solution.

As a business professional, I understand the importance of efficiently addressing and resolving problems that arise within a company. That’s why I am excited to introduce the Business Problem Solving Proposal Template, a comprehensive solution for tackling business challenges head-on. This innovative template is designed to provide a structured and strategic approach to problem-solving, helping businesses to identify, analyze, and address issues in a systematic manner. Unlike standard proposals, this template is specifically tailored to guide businesses through the process of problem-solving, offering a thorough and detailed framework for finding effective solutions. In this article, we will explore the importance of this tool and how it sets itself apart from traditional proposal formats.

Business Problem Solving Proposal Template

1. introduction.

The first step in any business problem solving proposal is to clearly define the problem at hand. This section should include a detailed explanation of the issue, its impact on the business, and why it needs to be addressed. It’s important to gather as much data and evidence as possible to support your claims and provide a clear understanding of the problem.

Example: The current marketing strategy for our new product launch is not yielding the expected results . Sales numbers are lower than projected, and the ROI on our marketing spend is not meeting the set targets. This is impacting the overall profitability of the company and needs to be addressed urgently.

My advice on introduction: When writing the introduction, make sure to clearly articulate the problem and its impact on the business. Use concrete data and evidence to support your claims and provide a sense of urgency for addressing the issue.

2. Background

In this section, provide a detailed background of the problem, including any relevant history, context, or previous attempts to solve the issue. It’s important to demonstrate a thorough understanding of the problem and its underlying causes. This section can also include a brief overview of the current state of the business and how the problem fits into the larger strategic picture.

Example: Our marketing team conducted a market analysis and identified several key factors contributing to the underperformance of our new product launch. These include a lack of targeted advertising, ineffective messaging, and a suboptimal distribution strategy . Previous attempts to address these issues have not yielded the desired results.

My advice on background: When outlining the background of the problem, be as thorough as possible and provide relevant context and history. This will help demonstrate a deep understanding of the issue and build credibility with the decision-makers who will be evaluating the proposal.

3. Problem Statement

Clearly define the problem in one or two sentences. This should be a concise and direct statement that articulates the core issue that needs to be addressed. It’s important to be specific and avoid vague or ambiguous language.

Example: The problem at hand is a lack of effective marketing strategies and tactics for our new product launch, leading to underwhelming sales performance and a negative impact on the company’s bottom line.

My advice on problem statement : When crafting the problem statement, be as specific and direct as possible. This will help ensure that there is a clear understanding of the issue and avoid any ambiguities that could lead to misinterpretation.

Download free Business Problem Solving Proposal Template in Word DocX, Powerpoint PPTX, and PDF. We included Business Problem Solving Proposal Template examples as well.

Download Free Business Problem Solving Proposal Template PDF and Examples Download Free Business Problem Solving Proposal Template Word Document

Download Free Business Problem Solving Proposal Template Powerpoint

FAQ for Business Problem Solving Proposal Template

What is the purpose of the Business Problem Solving Proposal Template? The purpose of the template is to provide a structured framework for businesses to identify, analyze, and solve complex problems that may be hindering their operations or growth.

What kind of problems can be addressed using this template? The template can be used to address a wide range of problems, including but not limited to operational inefficiencies, customer satisfaction issues, supply chain disruptions, and financial challenges.

How does the template help in problem solving? The template provides a step-by-step process for businesses to define the problem, analyze its root causes, brainstorm potential solutions, and develop an action plan for implementation. It also encourages data-driven decision making and collaboration among team members .

Is the template customizable for different types of businesses? Yes, the template is customizable and can be adapted to fit the specific needs and challenges of different types of businesses, regardless of their size or industry.

What are the key components of the Business Problem Solving Proposal Template? The key components of the template include problem statement, analysis of current state, identification of root causes, brainstorming potential solutions, evaluation criteria , and action plan for implementation.

Can the template be used for ongoing problem-solving efforts within a business? Yes, the template can be used as a recurring tool for businesses to continuously identify and solve new problems that arise within their operations.

Does the template include any tools or methodologies for problem-solving? The template does not include specific tools or methodologies, but it encourages businesses to incorporate proven problem-solving techniques such as SWOT analysis , root cause analysis, and decision matrices.

How does the template help in communicating the problem and proposed solutions to stakeholders? The template provides a clear and concise format for presenting the problem, its impact on the business, and the proposed solutions, making it easier to communicate with stakeholders and gain their support for the proposed action plan.

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Business Problem Solving Proposal

All businesses face problems and threats, may it be about the management of the company, the operational requirements and policies that the workforce need to adhere to, or the way that the market reacts to corporate efforts and marketing activities. As a business entity, you need to ensure that you are always prepared when it comes to dealing with unforeseen circumstances so you can protect the sustainability and operational quality of your organization. If you want to present a specific solution to the problem that your business is currently facing, a  business problem solving proposal  is a document that can help you professionally and formally discuss your thoughts and recommendations.

• 56+ Proposal Examples
• 12+ Professional Business Proposal Examples

Even if you can develop a business problem solving proposal on your own, it will be better if you are well-guided when it comes to formatting the document’s content. To help and guide you in the creation of your business problem solving proposal, do not hesitate to refer to the downloadable examples in PDF that we have listed in this post. You may also see problem statements .

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Business Problem Solving Proposal Template

Proposal for Solving Business Problems Example

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Vendor Approach to a Business Problem Proposal Example

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Factors to Look Into When Creating A Business Problem Solving Proposal

There are different kinds of problems that businesses from different industries face on a daily basis. Even if problems can negatively impact the business, it is important for you to consider them as opportunities for you to develop your processes and learn more on how you can better your business and its areas. May it be long-term or short-term solutions that you would like to execute depending on the problem that you need to face, using a business problem solving proposal is always a good idea so that you can focus on the necessary steps that are needed to be implemented for you to solve a problem in the best way possible. Listed below are some of the factors that you must look into once you involve yourself and your team in the creation of a business problem solving proposal. You may also see  proposal memo examples .

1. Know the approach or the methodology that you will use for problem solving. You need to list down all the steps that can guide your team when implementing the solution that you have in mind. This will allow you to ensure that your solutions can positively impact the management and all the other stakeholders of the business especially those that can be directly and heavily affected by the problem if untreated or unresolved. You may also see  final year project proposal examples .

2. Identify the nature of the problem and how it can affect the business. You need to know the core of the problem’s existence so you can provide solutions that can eliminate the problem or lessen its impact to the business. The more information about the problem that you are aware of, the easier it will be for you to find ways on how you can maximize your efforts and resources when it comes to dealing with the problem at hand. You may also see  proposal executive summary examples .

3.  Be aware of the business areas as well as the stakeholders that can be affected by the problem that you would like to solve. The involvement of your workforce is very important as it can help your plans of action be realized in a timely and efficient manner. More so, knowing the entities and divisions that can be affected by the problem can help you measure the range of the things that you need to observe and look into. You may also see  action research proposal examples .

4. Just like when making a  professional business proposal , think of the technical aspect of the document. Know the format that you will use for your presentation, the length of your discussion, and the scope as well as the limitations of your problem solving proposal. Ensure that you will follow the guidelines and specifications of the business when deciding about these matters.

Business Problem Proposal Example

Business Problem Solving and Decision Making Proposal Example

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Proposal for Business Intelligence Solution Based on Systems

What Is in a Business Problem Solving Proposal?

Making decisions for your business in terms of how it can solve a problem is very crucial. You have to think of different items so you can come up with a solution that will be best for the interests of your stakeholders. Having a thorough strategic plan and a set of solution options can help you a lot when it comes to this matter. If you want to create an outstanding business problem solving proposal, you have to ensure the completion and clarity of the details for your discussion. Even if there are a variety of ways on how a business problem solving proposal can be developed, here are some of the details and information that are usually found in a basic business problem solving proposal document:

• The title or cover page that can present the business problem solving proposal as a business document
• The cover letter or introduction about what the business problem solving proposal is all about. You may also see professional proposal examples .
• The objective or goal that you would like to achieve once the business problem solving proposal has been approved and its content implemented
• The  proposal executive summary  that can set the scope and limitations of the discussion within the document
• The analysis of the business problem that you would like to resolve which includes the reasons why the problem exists and the elements that trigger the problem’s occurrence
• The recommendations or solutions that you would like the business to consider so that it can solve existing problems that can affect its performance and/or operations. You may also see  business requirements document examples .
• The problem solving method and steps that should be followed for the problem to be resolved accordingly
• The comparison of the method that you have selected with the other problem solving methods that you think are less effective in terms of providing potential results. You may also see short proposal examples .
• The specification and description of the workforce that you need to implement the solution which includes the team members’ abilities, skills, and other deliverable that are required to fulfill your objectives
• The benefits that the business and its stakeholders can experience or get if they will execute your solution. You may also see engineering project proposal examples .
• The estimates of the cost that is necessary to be covered so you can execute your proposed solution completely
• The timeline that you need to follow when implementing your solution to the problem including the proposed starting date of the solution execution, the time frames of all the activities that you will do, and the deadline in which results must already be observed. You may also see  research proposal examples .
• The suggestions and other options that the decision-makers of the business can select from if they do not approve the initial solution that you have presented or selected
• Any other recommendations or notes that you would like your target audience to be aware of. You may also see budget proposal examples .

Proposal for Joint Problem Solving Example

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Proposal for Problem Solving and Root Cause Analysis

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Advantages of Using a Business Problem Solving Proposal

When making a  proposal letter  or a proposal document, you have to ensure that you will list down the benefits that all the stakeholders can get if they decide to accept or approve the proposal content. If you want to make sure that your business problem solving proposal can be appealing to your target audience, you have to come up with a list of the advantages that they can experience from the solutions that you are offering or proposing. To help you create this list, here are some of the advantages that using a business problem solving proposal can provide you with:

1. A business problem solving proposal can help you focus and give priority on the identification of the solutions that will best work for your business when it comes to dealing with the identified problem. It is important for you to consider the ability of the business to execute your plans as well as the resources that will be used for the solution implementation. Being aware of these items can help you ensure the realistic approach of solving the problem of the business. You may also see service proposal examples .

2. A business problem solving proposal can allow you to analyze the existing problem first before discussing the recommended solutions that you would like the business to consider. The specified document can help your target audience to be aware of the problem and the level or weight of its impact to the business. Being knowledgeable of these information can help you give more importance on why it is essential for your proposal to be approved. You may also see it proposal examples .

3. A business problem solving proposal can present the criteria and metrics that you looked into before finalizing your decision about the solution that you want to execute. Even if you will come up with several back-ups and options, it will still be best if you can persuade the business to select the solution that you think is the best and the most efficient among all the problem solutions that you have listed. You may also policy proposal examples .

4. A business problem solving proposal can make your problem-solving strategies become more precise. Always keep in mind that the initial solution that you have thought of will not always be the most effective or most appropriate. With the help of a business problem solving proposal, you can have a valid comparison of the solution options that you can incorporate in the problem-solving efforts of the business. You may also see coaching proposal examples .

Proposal For Solving Managerial Problem Example

Proposal for Business and Academic Problem Example

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Problem Statements for Actual Proposals for Businesses

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Tips in Developing a Business Problem Solving Proposal

A business problem solving proposal can serve as your guide if you want to disseminate information about the solution that you think is the best option for the business. It is critical to finalize a business problem solving proposal as it can affect the business as well as its operations and its relationship with its stakeholders. A few of the useful tips that you can refer to if you want to develop a functional business problem solving proposal include the following:

1. Use proposal templates and examples that can make your business problem solving proposal more presentable and well-formatted. You can also use the previous business problem solving proposals of your business as your references.

2. Incorporate tactics and strategies when writing the business problem solving proposal. Give focus to the items that matter and make sure that your pre-writing processes involve the proper outline that you can refer to when formatting the final document. You may also see advertising proposal examples .

3. Develop criteria and measures that you can use to weight the significance and effectiveness of your solutions. You can base these items in the questions that you would like to answer or the potential of your hypothetical solutions. Having metrics for assessment can help you select the best solution at hand. You may also see freelancing proposal examples .

4. Have a systematic approach on how you will present the discussion within your business problem solving proposal. Your final proposal must be clear and transparent so you can make sure that the business stakeholders can understand how your proposed solutions can resolve the problem. You may also see job proposal examples .

Ensure that you will remember the specifications that we have discussed in this post so you can be guided within the entirety of the development of your business problem solving proposal. More so, maximize the usage of our downloadable examples and allow these references to help you format your own business problem solving proposal appropriately. Download the available examples now and try to create an impressive problem solving proposal that your business can benefit from. You may also see sponsorship proposal examples .

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Top 10 Business Problem Solving Templates with Samples and Examples

Utsav Sinha

It is documented in many studies, and known intuitively, that 43% of start-ups fail because these offer solutions that people don’t want to pay for. Even established companies have a high failure rate with new products: Consumers reject over 95% of these. Companies, unwittingly, often develop products that no one wants as these do not address real problems or pain points in people’s lives.

A problem-solving approach is essential for any organization to run and overcome challenges. This approach allows businesses to determine what’s causing their problems; once this is done, clear goals are set. This also helps organizations discover perfect solutions to specific issues.

It’s also wise to look at what competitors are doing to understand industry trends and find ways to improve. Remember that problem-solving isn’t a straight line, but more like a circle that needs continuous, real-time evaluation and adjustment to reward organizations with success. 

Wish to unlock your business potential with a business management plan? Check out this blog on get world-class plans on business management.

SlideTeam’s business problem solving PowerPoint Templates is an indispensable, helpful tool for businesses and organizations. These help identify and address business problems more efficiently and effectively. 

Let’s explore this blog to learn more about these business problem solving templates. What’s even better, each of these templates is 100% editable and customizable. You get both structure and flexibility with the templates, due to the content-ready nature. The flexibility feature means you can tailor the presentation template according to audience profile. 

Here are the templates:

Template 1: Strawman proposal for business problem solving PPT templates

When managers want to improve their businesses, they look at important information and discuss how to improve. This template is a tool to help managers come up with solutions. It covers the company’s products, goals, finances, and costs. It also looks at things that could go wrong, like problems with quality or operations. 

In addition, use this template to draw up plans, priorities, and brand-building strategies. Finally, the slide looks at employee skills and communication that can be tackled as a problem to be solved. This proposal has many good ideas to help businesses improve marketing and attract more customers.

Download Now

Template 2: Problem solving approach business organizational analysis assessment systems PPT template 

This problem solving PPT Template is a great way to connect with your audience and improve your brand awareness. The high-quality content and graphics help convey your thoughts in a clear and concise way. 

Use this presentation template to portray information and educate your audience. This complete deck in 10 slides provides you the framework on how to move from problem recognition, its analysis, writing a problem statement, its analysis and solution. Get this PPT Layout now!

Template 3: Business problem solving PPT template 

Our dynamic business problem solving PPT Template is a powerful tool for organizations to resolve their pressing challenges. It's designed to help you showcase your work in the best possible light. Use this presentation template to understand a four-stage process that guides you from identifying the problem to exploring solutions, analyzing competitors, and uncovering key success factors. This dynamic template gives you an edge over traditional methods. It presents information in an engaging format that fosters understanding and collaboration among team members.

Template 4: Nine-step illustration of business problem solving process PPT template

Do you ever feel like your business faces a never-ending stream of problems? If so, you're not alone. That's where problem solving process PPT Template comes in.

The slide walks you through the nine crucial stages of the problem-solving process, from defining the problem to implementing the solution. Along the way, you'll learn how to:

• Identify the root cause of the problem
• Generate creative solutions
• Make informed decisions
• Track your progress and measure your results

The presentation template is ideal for businesses to tackle any problem with zest, gusto and a can-do spirit.

Template 5: Key solution for creative business problem solving PPT template

If you want to improve your organization's problem-solving skills, this business problem solving PPT Template is the right tool. 

This package includes everything you need to understand your thinking style, define core problems, and discover innovative solutions. With our templates, you can easily ask the right questions and methodically dissect issues from every angle. Download your copy of this presentation template today, and start solving problems like a pro!

Template 6: Six-staged business problem solving cyclic process PPT template

This template guides you through a six-step process, from identifying and analyzing problems to developing solutions, implementing these, evaluating results, and standardizing your processes. Each step is crafted to help you streamline your business operations and make better decisions. The clean design and intuitive layout make it easy to present your ideas in an impactful way. 

Whether you're a top-level executive or an entrepreneur, this presentation template can help you boost productivity and efficiency within your organization.

Template 7: Business problem solving the question of who, what, when PPT template 

This comprehensive template is designed to help you identify the root cause of problems, hold accountable those responsible, and recognize the genuine problem-solvers and performers. The template follows a three-stage process of customer analysis, where you understand your customers' needs and pain points. Then, in the competitor evaluation phase, you assess your competitors' strengths and weaknesses before evaluating the performance of your supplier. The wonderful, hands-on tool also includes on corporate strategy development, marketing initiatives, product analysis, and annual planning. Get this PPT Template today and take charge of your organization’s future.

Template 8: Six-stage of business problem solving PPT template 

This template is perfect for businesses that want to solve complex challenges. It guides you through a six-step process, from identifying the problem to developing solutions, evaluating results, and standardizing your processes. Whether you are a small business owner or a large enterprise, this template can help elevate your problem-solving strategies and drive success in the competitive e-commerce landscape.

Template 9: Semi-circular diagram showing business problem solving process PPT template

Our new semi-circular diagram showing business problem solving process PPT Template is the perfect tool for businesses of all sizes. This slide simplifies the problem-solving process into seven  essential stages so that you can identify and solve problems. The steps are: 

• Identify the problem. What's the issue you're trying to solve?
• Review literature. What does existing research say about this problem?
• Clarify the problem. What are the specific aspects of the problem that you need to address?
• Define concepts. What key concepts do you need to understand?
• Develop a plan .  What steps do you need to take to solve the problem?
• Collect data .  What information do you need to make informed decisions?
• Solve the problem. Implement your plan and track your progress.

With this seven-step mantra, you can easily take care of any and every issue that affects your business.

Template 10: Key steps for solution recommended to solve business problem PPT template 

This PPT Template helps you streamline your business operations, make better decisions, and improve efficiency. Whether you're a small business owner or a large enterprise, this template can help you revolutionize how you solve business problems. From defining the problem to finding its root cases, and then implementing the solution and evaluating the outcome, we have it all covered. 

SEE PROBLEMS AS OPPORTUNITIES

We’ve curated and offered 10 of the best business problem solving templates available in any format online , with samples and examples to help you start your project. Whether creating a detailed plan or simply outlining what steps to take next, these templates make problem solving a breeze, and fun. It doesn't matter if you're a beginner or an experienced professional - having access to the right tools is vital to efficient and successful problem-solving. With this comprehensive list in hand, you'll be well-prepared for any challenge that comes your way.

Don’t let anything hold your business back. Click here to explore our problem solving templates, dedicated exclusively to this skill.

PS In business, identifying pain points are critical to really resolving the root cause of poor performance or any other recurring issue that come to plague it. Click here to resolve pain points clearly, and then working to address the issues these cause. 

FAQs on business problem solving

What are the seven steps to solving a business problem.

• Identify and define the problem.
• Gather relevant information and analyze the situation.
• Generate potential solutions.
• Evaluate and compare the solutions.
• Select the best solution.
• Implement the solution.
• Evaluate the results and make necessary adjustments.

What is an example of problem solving in business?

An example of problem solving in business is when a company faces declining sales. The problem is identified, and the business conducts a thorough analysis to determine the root causes. Possible solutions may include launching a new marketing campaign, improving product quality, or entering new markets. The solutions are evaluated, and the best one is selected. The chosen solution is implemented, and its effectiveness is monitored through sales data and customer feedback, making adjustments as necessary. 

What is the four-step method for business problem solving?

• Defining the issue or challenge: Clearly define the issue or challenge that needs to be addressed. Understand its impact on the business and set specific objectives for solving it.
• Analyze the Problem: Gather relevant data and related information. Break down the problem into its root causes, examine patterns, and identify any contributing factors.
• Develop Solutions: Generate multiple potential solutions or strategies to tackle the problem. Brainstorm ideas, consider approaches, and evaluate their feasibility and potential effectiveness.
• Implement and Evaluate:
• Choose the most viable solution and put it into action.
• Monitor and evaluate results to determine their success.
• Assess outcomes against set objectives and make necessary adjustments to ensure continuous improvement.

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Straw Man Proposal explained plus template

Straw Man Proposal: this article provides you with a practical explanation of the Straw Man Proposal . Next to what it is, this article also highlights the start of a concept version, format and working method (including conditions and example), the rough sketch, the Pros and a straw man proposal template to get started. After reading, you’ll have a basic understanding of this problem solving method. Enjoy reading!

What is a Straw Man Proposal?

The Straw Man Proposal is a McKinsey method for problem solving. Because this method is often applied to solve customer problems with a more structured approach, the McKinsey consulting firm developed it over the course of several years.

Within companies, the Straw Man Proposal allows for a brainstorm -like approach to discussing any deficiencies that may lead to problems. From there, new and better proposals can be introduced.

A strawman proposal is a concept version of something the team can discuss, break down, and improve. It is based on hypotheses and makes it easier to introduce increasingly better solutions and proposals in subsequent processes.

The origin of the term straw man is unclear. It is often used in a rhetorical sense, and refers to a human figure made of straw, such as a military training doll or scarecrow.

Such straw men are easy to pull apart, destroy, and rebuild. This is also the underlying idea of this problem solving method; it concerns a proposal for potential improvement, with room for additional innovations and/or adjustments.

Straw Man Proposal Conditions and example

In partnerships, the problem solving method can be an important tool for problem solving in all phases and at every level of, for example, customer involvement. This problem solving method can also offer solutions for other problems within an organisation.

The most common example of where a this problem solving method can be used is when coming up with an initial hypothesis based on a potential overarching answer to a problem. One important condition here is that every team member must be prepared to make a contribution and be willing to critically asses other’s contributions and discard them if necessary.

It is about arguing and refuting the reasoning of an informal logical fallacy. This creates a spontaneous mindset for all involved and allows one to examine and take a closer look at all sides of a problem.

Concept version

The strawman proposal is a way of discussing a problem with a group of people and developing a draft version. However, you should never expect a Straw Man Proposal to provide the ultimate answer.

Instead, it should be considered a useful aid when trying to come up with the best possible answer. Arguments and ideas that arise from the Straw Man Proposal do provide valuable feedback in a solution-oriented process and lead to successful adjustments and improvements.

It is often the counter-arguments that lead to the eventual solution. By working with the Straw Man Proposal, you can create temporary solutions. From there, people can start to think more creatively and enter into discussions.

Straw Man Proposal format and working method

The Straw Man Proposal can be effectively applied to different problems. For example, it can be used to halt falling revenues, discover potential causes, and make suggestions for improvement.

In such a situation, the following steps should be followed:

1. Concept proposal

To realise a revenue increase, a concept proposal is made for the introduction of two additional offices. This is the Straw Man Proposal that will form the basis of the management consultation.

The concept proposal is subsequently discussed with the management team. Team members who are in favour provide detailed arguments and list all the advantages. The opponents, on the other hand, gives their objections and mention the potential disadvantages.

By considering the proposal as merely a concept, all team members are free to respond and give their honest opinion. At this stage, their input has no direct impact yet. All team members are given the opportunity to provide open feedback and suggestions.

One important condition here is that the team must be aware that the proposal is merely a Straw Man Proposal. All criticism and ideas for improvement are welcome. After all, this is just the concept stage.

All input and suggestions are collected, and the proposal is analysed on the basis of its strengths and weaknesses. Subsequently, the assumptions and decision-making criteria are clarified, on the basis of which a new and refined proposal can be made.

4. Final decision

A new proposal is created and presented, with the aim that it will lead to a final decision.

Rough Sketch

By presenting the Strawman Proposal as a rough sketch, all team members are free to provide feedback. Moreover, they know they are expected to critically look at the proposal.

Not every team member should have to assume that they know the ultimate answer; the solution will gradually become clearer. This problem solving method is a provisional and incomplete concept that can be broken down and rebuilt. It is a continuous process that involves removing, improving, and adjusting ideas.

Because this approach is just a concept, one shouldn’t spend too much time on it. It is mainly intended to bring about discussion between team members. Turning it into a detailed plan will come later. The Straw Man Proposal is about the quantity of ideas – quality shouldn’t be considered yet.

Team members should realise that it’s not wise to stubbornly hold on to their thoughts and ideas. By taking a step back, they are open to the ideas of others.

This will make it easier to brainstorm together freely. The idea is to attack the straw man and break it down, before the process can be improved again.

Straw Man Proposal template

Get started with the Straw Man Proposal methodology yourself with this downloadable Straw Man Proposal template.

Download the Straw Man Proposal template

It’s Your Turn

What do you think? Are you familiar with the Straw Man Proposal method? How do you apply the Straw Man Proposal in your environment? Do you have any tips or additional comments?

Share your experience and knowledge in the comments box below.

More information

• Carmeli, A., Gelbard, R., & Reiter‐Palmon, R. (2013). Leadership, creative problem‐solving capacity, and creative performance: The importance of knowledge sharing . Human Resource Management, 52(1), 95-121.
• Friga, P., & Rasiel, E. (2001). The McKinsey mind: Understanding and implementing the problem-solving tools and management techniques of the world’s top strategic consulting firm . Chicago: McGraw-Hill
• Treffinger, D. J., Isaksen, S. G., & Stead-Dorval, K. B. (2005). Creative problem solving: An introduction . Prufrock Press Inc.

How to cite this article: Mulder, P. (2019). Straw Man Proposal . Retrieved [insert date] from Toolshero: https://www.toolshero.com/problem-solving/straw-man-proposal/

Published on: 02/28/2019 | Last update: 03/31/2023

Add a link to this page on your website: <a href=”https://www.toolshero.com/problem-solving/straw-man-proposal/”>Toolshero: Straw Man Proposal</a>

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Patty Mulder

Patty Mulder is an Dutch expert on Management Skills, Personal Effectiveness and Business Communication. She is also a Content writer, Business Coach and Company Trainer and lives in the Netherlands (Europe). Note: all her articles are written in Dutch and we translated her articles to English!

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One response to “straw man proposal explained plus template”.

My first time reading about Straw Man Proposal as a tool for solving problems. I realised it can be a powerfull tool to help people turn themselves a litle bit mor flexible. I need to read more… and practice. Thanks a lot for this article.

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Blog Business

How to Write a Project Proposal (with Examples & Templates)

By Jennifer Gaskin , Dec 11, 2023

For businesses that rely on clients and partnerships to generate sales and revenue, project proposals are must-haves. A polished, professional project proposal is one of the best ways to present the capabilities your team has and put your goods and services in the best possible light.

But creating a good project proposal is more than just a timeline and a budget. Adding visual flourishes like charts, graphs and other imagery can help elevate a boring proposal to the top of the pile. Learn how you can create a successful project proposal and take a look at several project proposal templates you can fully customize using Venngage.

Click to jump ahead:

• What is a project proposal and how to use it

How to write a project proposal in 9 steps

4 project proposal examples with templates.

• What are the 6 types of project proposals?

What are the contents of a project proposal?

What is a project proposal & how to use it.

A project proposal is a formal document that outlines the details, objectives and scope of a proposed project. The purpose of a project proposal is to describe the parameters of a potential project or initiative.

Depending on the industry and type of project proposal (more on that in a moment), these documents can include things like scope of work, timelines, staffing, budget, capability statement and more.

Companies that receive project proposals from other firms or individuals use these documents to narrow down their options and make an informed decision about the best partner for them. And companies that create project proposals use them to make their pitch for the project.

Here’s an example of a project proposal to propose a new partnership:

It’s important to note that project proposals are not the same as business proposals , though there are some similarities. One of the biggest differences is that business proposals tend to be more general and expansive. Learn more about writing a great business proposal.

Writing a great project proposal can be a challenge. That’s because you need to craft the message specifically for the company or individual you’re sending the proposal to.

But don’t worry if you don’t know where to start, here’s how you write an effective project proposal:

Step 1: Review the RFP (if you have one)

If there is no formal RFP, you’ll still need to start out researching as much as you can about your potential client. That means finding out not only about the problem you’re hoping to solve but the history of the client, their industry, their competitors and more. Getting to know them better will help you understand how to portray yourself or your company in the best light.

Step 2: Create a project proposal outline

Whether you use the sections we listed above in that order, add or remove ones or shift things around, jot down a quick outline of sections to keep in mind as you work.

Step 3: Define the problem and present your solution

Kick things off by clearly nailing down the problem or need your project is tackling. Back it up with some hard evidence and data to show why this issue is a big deal. Break it down for your audience, explaining how your project is going to make their lives better.

Step 4: Highlight elements that may set your proposal apart

For example, if you know that your company will be able to complete the task more quickly than any competitors, make that the focus of your solution or scope of work section. Compare your proposed timeline with what your competitors are likely to propose to the client.

You should also make notes of any elements that you might be able to visualize through a graph, chart or other design element — visuals can help not only make your project proposal easier on the eyes, but they can make it more memorable and illustrate to the client that you are able to think creatively.

Here’s an example of how it can look in your project proposal:

Step 5: Define project deliverables and goals

A rock-solid project hinges on clarity, and that starts with laying out precisely what your project will deliver. Whether it’s reports, shiny new products, or top-notch services, make it crystal clear from the get-go.

Next, set the bar with measurable goals and objectives that scream success. Break them down so everyone’s on the same page. And because time is money, map out a timeline that’s not just a bunch of dates but a roadmap with key pit stops.

These milestones and deadlines are the heartbeat of your project, guiding you through each phase and making sure you hit the finish line with style. It’s all about setting the stage for success and making sure everyone’s got their eyes on the prize.

Step 6: State your plan or approach

Now, we’ve made it to the meat of your project proposal. In this section, walk your readers through the nitty-gritty of your project management approach.

Break down the essentials when it comes to resources—think people, equipment, and budget. And, while you’re at it, clue them in on your game plan for handling potential challenges through your risk management strategy. Additionally, consider your approach to project management, for example  agile project management  prioritizes flexibility and adaptability in order to effectively respond to changes and deliver successful outcomes.

Step 7: Outline your project schedule and budget

Crafting a successful project hinges on meticulous planning, starting with the creation of a detailed project schedule.

Break down the project into specific tasks and assign realistic timelines to each one. This step-by-step schedule, like a roadmap, not only helps in visualizing the project’s progression but also aids in resource allocation and risk management.

Simultaneously, developing a comprehensive budget is paramount. Dive deep into identifying and estimating all project costs, including personnel, materials equipment, and any potential contingencies. The budget acts as the financial backbone, ensuring that resources are allocated judiciously.

But here’s the deal – keep it real. Your schedule and budget need to be doable, considering the real-world factors at play. It’s all about laying the groundwork for success and keeping everyone in the loop from start to finish.

Step 8: Write the executive summary

The executive summary serves as the project’s sneak peek, condensing the entire proposal into a punchy snapshot. This opening act isn’t just a formality; it’s your chance to grab the reader’s attention from the get-go.

Picture it like the movie trailer – it needs to be compelling, leaving the audience eager for the full feature. In this compact summary, shine a spotlight on the critical elements of your proposal.

Outline the problem you’re tackling, showcase your ingenious solution, spell out the perks and benefits and throw in a quick glance at the budget for good measure. It’s your project’s elevator pitch, setting the stage for what’s to come and making sure your audience is hooked right from the first line.

Step 9: Proofread and edit

Before sending your proposal out into the world, give it a thorough once-over. Take the time to meticulously proofread every nook and cranny, hunting down grammar slip-ups, punctuation quirks and sneaky spelling errors.

A second perspective can catch things you might have overlooked. And let’s talk presentation – ensure your proposal isn’t just a content champ but looks the part too. Format it like a pro, making sure it’s visually appealing and easy on the eyes.

After all, a polished proposal not only communicates your ideas effectively but also leaves a lasting impression. Browse Venngage’s selection of project proposal templates to get a head start today!

Additional tips:

Avoid overly salesy language.

It can be tempting, particularly if you’re sending unsolicited project proposals, to use some of the same language in your proposal as you might in an ad, but you should keep such wording to a minimum.

Let the proposal speak for itself; if you or your firm truly are the best one for the job, it should be evident in your proposal. Being straightforward can also signal to the hiring party that you don’t want to waste their time with flowery language. It’s better to deal in facts rather than opinions for project proposals.

Establish a single point of contact

Some project proposals will include lists or even short bios of your staff members who will be involved in the project. But it’s a good idea to ensure that your project proposal makes it clear whom the client should contact to move the project forward or submit any questions. Include this person’s information at the beginning and the end of your document.

Write with one voice

While it’s common for large RFPs to be completed by many people on the team, ensure that whoever is responsible for bringing it all together has a chance to make the document feel cohesive. It should read as if one person put the entire thing together.

Now that we’ve explored some of the background and purpose of project proposals, let’s take a look at some templates you can customize using Venngage for your own project.

Construction project proposal examples

The construction industry is a complex one, and project proposals are critical for landing business and keeping projects on track. But there are many approaches a construction project proposal can take.

Taking the complicated and making it simple is a challenge, particularly in this field, but as this project proposal example shows, it can be done. By using simple, clear language and well-placed visual emphasis, this free project proposal template stands out for its simplicity.

Many hiring companies simply skim project proposals for things like budget and timeframe, and while you still need to craft an engaging proposal, it’s a good idea to put those types of elements front and center, as this construction project proposal does.

Remember that regardless of whether your firm is hired for the job at hand, every document you send to another business is a chance to establish your company’s brand identity. Use a template like the one below, update it with your logo and brand colors and fonts to keep it aligned with your messaging.

As you can see from the example below, a few color changes can make a huge difference:

To easily apply your brand colors and logos, simply have them automatically extracted from your website using Autobrand:

And apply them to your design in one click with My Brand Kit :

Design project proposal examples

You might think it would be a no-brainer for a designer to create a well-designed project proposal, but it’s common for creative people to have difficulty when it comes to analytical thinking. That’s why having a couple of great project proposals in your back pocket is perfect for a designer.

Project proposals in creative fields tend to be a bit less buttoned-up than those in other industries, so use your proposal as an opportunity to make a bold design statement. The template below, for example, uses a striking color palette and minimalist imagery on the cover to make the proposal stand out, and those touches are reinforced throughout the document.

This example, similarly, uses creative color combinations to strike a design-forward tone. But as both of these templates illustrate, the bones of the project proposal must be sound, and all the information required should still be covered.

Work project proposal examples

Not every industry requires a unique approach to project proposals, and, in fact, for most applications, a general work proposal template will suffice, provided that you do your due diligence in following any requirements set forward by the hiring party.

This template created for a consulting firm illustrates a straightforward approach to project proposals that you can easily adapt for your needs. Add or remove pages, insert charts and graphs or new icons and craft a compelling narrative.

This project proposal template is an excellent example of how companies can use established templates to create a unique proposal. Note how they’ve used the sections that apply to them and put them together in a way to appeal to their potential client.

Marketing project proposal examples

Marketers and marketing agencies are regularly asked to submit RFPs, whether for individual projects or long-term engagements, so the average marketing agency will need to have several project proposals on hand that they can modify when new requests come in.

This social media marketing project proposal template is ideal for a single campaign rather than a multi-year engagement. In that situation, it’s crucial to make sure all dates and milestones in the campaign are clearly stated.

Ideally, a marketing agency or marketer will get a chance to pitch for long-term work. In that case, this project proposal template is ideal for outlining all aspects of the project proposal, including a timeline that extends to a full year.

A critical aspect of modern marketing success is doing a great deal of research on keywords, competitors and traffic, and many marketers include such metrics in their project proposals, along the lines of this example. Note how high-impact charts and graphs are used to help the audience absorb the data and make an informed decision. There are various marketing proposal examples that you can look at to inspire your next proposal design and help catch the attention of your clients.

What are the 6 types of project proposal s?

Because every project is unique, there are many types of project proposals, but these are the most common ones:

Solicited through RFP

RFP stands for Request for Proposal (they may also be called Request for Quotation, or RFQ).

These types of project proposals typically come with the most stringent requirements and obligations. The hiring company will usually list out the elements that must be included in the RFP as well as any limitations or conditions that apply.

From the vendor’s standpoint, being asked to submit an RFP is generally a good sign because it means that your firm (or yourself, if you’re an individual) has made it through the initial round of research by the hiring party.

I nformally solicited

Informally solicited project proposals are similar to RFPs or formally solicited proposals in that they may have just as many requirements, but because they’re outside of the formal RFP process, the requirements often aren’t stated up front. That could mean the vendor needs to do more research and ask more questions of the hiring party, or it could mean there actually aren’t as many requirements.

Another benefit of submitting an informally solicited project proposal is that the absence of a formal process likely means the vendor will be up against less competition.

Unsolicited

Also called spec (speculative) proposals, unsolicited project proposals come from the vendor’s side rather than the hiring party.

These proposals are particularly difficult because the hiring party, well, may not be hiring at all. With a spec or unsolicited project proposal, the vendor believes there’s a need for their services and must not only convince the hiring party that the need exists, but that the vendor is the best one to fill that need.

Pre-proposals

Pre-proposals can be considered mini versions of RFPs. They are often sought by a hiring party that wants to avoid a lengthy proposal process — or simply doesn’t want to read a long pitch. These types of proposals are brief, usually a few pages at most, and depending on the results, the hiring party may make an offer or make a full RFP request.

Non-competing/continuation proposals

Continuation proposals are common in multi-year projects or ones in which both parties may have agreed to certain conditions governing how the project proceeds.

With a continuation proposal, the goal isn’t to pitch your services but rather to keep the client up to date on the project, inform them of any metrics they need to know or that may be part of the scope of work and get their formal approval to continue with the project.

Competing/renewal proposals

Renewal proposals are similar to continuation proposals, but instead of being created in the middle of a project, a renewal project proposal is generated once a project or contract has ended. They’re also called competing proposals because the vendor will need to make their case as to why the project or contract should be renewed.

It may be wise to approach these types of proposals as you might an unsolicited one, but the benefit to the vendor is that (if the project has been a success), they will have past results with that specific client to showcase in their new proposal.

The content of project proposals will vary depending on the industry and the type of proposal. For example, while solicited, unsolicited and pre-proposals will typically include a budget that is negotiable, a continuation proposal’s budget has likely already been set. That said, here are the typical contents of a project proposal:

• Summary : An executive summary or project background is typically the first section of a project proposal. Most vendors use this as an opportunity to thank the hiring company for the opportunity, as well as summarizing what the client is about to see through the remainder of the proposal.

This template shows a complete executive summary for a product launch, which can be longer than a typical executive brief or project background in your proposal — something to keep in mind:

• Objective : An explanation of what needs to be done or what problem can be solved if the hiring party accepts the proposal.

• Solution : An explanation of what the vendor would do to solve the problem or how they would approach completing the needed task.

• Scope of work : A detailed description of what exactly would be done, when and how much it would cost. This section may also need to include legal information, though in most cases, contracts are separate from project proposals.

Here’s an example of how you can write down the scope of work for your proposed project:

Call to action : The final section of your project proposal (assuming there are no appendices) should let the hiring party know what to do next. Include a place for them to sign the document to show their acceptance, as well as contact information in case they have further questions. To make the proposal legally binding, you can send it to your client via a free eSignature software such as Papersign  and collect their signature in a compliant manner.

• Appendix : Appendices in project proposals could include information that didn’t fit within the client’s requirements or that helps to further explain information in the main part of the document. This section is optional.

Project proposal FAQs

What is the difference between project proposals and project charters.

The difference between both is that project proposals serve to present a project’s goals and approach for approval. On the contrary, project charters officially authorize the project, defining roles, responsibilities and initial objectives.

What is the difference between project proposals and business cases?

Project proposals focus on securing approval by presenting a project idea and its feasibility. On the other hand, a business case provides a more comprehensive analysis, including financial aspects and long-term strategic impact, aiding stakeholders in making informed decisions.

What is the difference between project proposals and project plans?

Project proposals aim to gain approval by detailing the project’s purpose and scope, whereas project plans are comprehensive documents specifying tasks, timelines and resources necessary for successful project execution.

Highlight your products effectively with Venngage’s professional project proposal templates

Letting a potential customer know what you’re capable of is a critical tool in many fields, and project proposals can highlight your company in a way few other documents can.

Start with one of these templates or create your project proposal from scratch. Whether your company has just gotten an RFP or you want to land that big fish in your industry, Venngage makes it simple to create an effective project proposal without becoming overwhelmed. It’s free to get started.

How to Write a Proposal and Get What You Want (Free Templates)

A proposal has a lot of different purposes, but there’s only one good way to write one: the way that pulls together all of the information in a concise and persuasive way and helps you get what you want … whether that’s a whole new software system, or just a tweak to your marketing strategy.

This Process Street article isn’t about a business proposal — also known as a quote — but instead about the document required when formally pitching an idea for action and execution by managers or department heads .

To explain how to write a proposal document and get what you want, we’ll go through the following:

Free proposal writing template

When are proposals necessary, why are proposals important, examples of proposals, how to write a proposal: step-by-step, last steps before submitting the proposal, more free proposal writing checklists, even more free proposal writing checklists, customize your proposal checklists with process street.

Let’s get started.

If you fancy taking a quick look at a free interactive template, that will help you write your proposals right away, feel free to dive straight into this!

Writing a Proposal: Step-by-Step Guide

There are more templates, like this one, further down in this post, so stick around.

Any project you don’t have the clearance or authority to start without a higher-up’s approval, you need to submit a proposal for.

According to SSWM , a proposal is “a detailed description of a series of activities aimed at solving a certain problem”.

That problem  could be anything, from:

• Process improvement
• Cost reduction
• A new marketing strategy

If it’s an idea you need to ask permission to execute, or to get action on, it needs a proposal.

A proposal is a way to pitch an idea and state your requirements, so it’s important for supervisors because they can get information in writing (not casually in the elevator), and be able to act knowing the full implications of their decision.

They’re also a chance for you to make a structured, logical argument and lay down everything in favor of your idea. A well-written proposal shows your manager you care about the cause, and it’s not just a mid-meeting whim you blurted out.

To write a top proposal you need to scrutinize it before you present it.

It’s a broad topic, but it’s best explained with examples.

• Proposal for Process Improvement
• Proposal for Server Replacement
• Proposal for Cost Savings

Below is a simple proposal example with some basic sections.

Now let’s take a look at how to write a proposal — whether it’s as simple as the one above, or more complex.

Here’s the general structure of a proposal:

As you can see, a proposal generally consists of:

• Introduction : A brief overview of the problem, solution, costs, and benefits.
• Issue : The main definition of the issue, including subject, purpose, main argument, background information and importance.
• Solution : The main definition of the solution, including your step-by-step plan, the benefits, and how potential obstacles will be overcame.
• Qualifications : Overview of the personnel required, experience.
• Conclusion of the costs and benefits, and wrap-up : Balance the cost against the benefit, reinforce your point one last time.

1. Identify and define your reader

Just like with any kind of persuasion, it helps if you understand how to appeal to your audience. Who will be reading your proposal and deciding if it’s accepted or rejected? What do they care about? What kind of language and benefits would resonate with them? This is the first step because it’s an important thing to keep in mind as you go along and as information that informs the way you write from here on.

2. Define the problem your proposal will solve

Who : Who will the proposal affect?

What : What’s the reason for you to write the proposal in the first place? Explain the current situation and the problems that come with it.

3. Define the solution

How : How are you going to solve the problem? Explain step-by-step in detail.

Who : Identify the personnel you need, along with their prior experience to add persuasion to the proposal

4. Conclusion: costs, benefits and wrap-up

Reiterate : The purpose and main argument

Costs : Break down the projected costs involved for different elements of the project

Benefits : Break down the benefits to the organization, monetary and non-monetary, to persuade the reader there’ll be a return on investment

Thanks : Thank the reader for their time.

Contact information : Where can the reader get in touch with you? Make sure to be crystal clear to make the details easily discoverable.

Clear writing is your best friend when you’re trying to write persuasively. For that reason, there are a few checks to run before you submit your proposal.

Remember, what’s clear to you might not always be clear to other people.

1 .Check for jargon (then destroy it)

Although jargon is popular in the business world, not everyone shares the equal love for it. It’s terms like right-size, blue sky (verb), turn-key, and synergize. They might mean something to you, or make you feel intelligent, but there are simpler alternatives that will help people understand what you mean !

2. Change the passive voice to the active voice

The passive voice is defined as :

“The noun or noun phrase that would be the object of an active sentence (such as Our troops defeated the enemy) appears as the subject of a sentence with passive voice (e.g. The enemy was defeated by our troops).”.

It’s a long-winded way of expressing something that could be expressed in simple terms:

The passive voice sounds distant and even deceptive, and, since the reader might even just be skimming your proposal, you don’t want to add extra words to cloud your point.

3. Proofread the proposal

Install a tool like Grammarly and check the proposal in an online text editor. Grammarly will manage to pick up on anything that is grammatically incorrect and sometimes even flags up stylistically poor phrases. Poor spelling and grammar will only discredit the value of what you’re saying and could be a problem that leads to your proposal being rejected.

As promised, check out the below five templates that have each been designed by the team at Process Street — makers of the finest remote work software for processes around — to help you write winning proposals.

Proposal Template Checklist Process

This proposal template is a checklist that should be used alongside the proposal document you are planning to submit. Use it to make sure that all the elements have been considered, that the proposal contains everything it needs to and that it meets all set requirements.

Click here to access the Proposal Template Checklist Process!

Business Proposal Template Checklist

Whether your business proposal is solicited or unsolicited, use this business proposal template checklist to ensure you include all the required information in your proposal and cover key areas such as these the problem the organization is facing, the proposed solution, the budget, and a key CTA.

Click here to access the Business Proposal Template Checklist!

How to Write a Grant Proposal Checklist

Use this template to make sure your grant proposal includes all the relevant information, that it contains everything it needs to, and that it meets all stated RFP requirements.

Click here to access the How to Write a Grant Proposal Checklist!

Research Proposal Example Checklist

Use this template to convince others that you have a worthwhile research project and that you have the competence and the work-plan to complete it.

Click here to access the Research Proposal Example Checklist!

Project Proposal Template Checklist

Use this template, alongside the proposal document you are planning to submit, to set the project vision, define the project requirements, describe the deliverables, and specify the deadlines.

Click here to access the Project Proposal Template Checklist!

If you’re looking for more inspiration, give these alternative proposal writing templates a go too.

• Bid Proposal Template Checklist
• Budget Proposal Template
• Construction Proposal Template Checklist
• Consulting Proposal Template Checklist
• Continuation Project Proposal Template
• Contractor Proposal Template Checklist
• Event Proposal Template Checklist
• Marketing Proposal Template Checklist
• Project Proposal Template
• Renewal Project Proposal Template
• Simple Proposal Format Checklist
• Sponsorship Proposal Template Checklist
• Supplemental Project Proposal Template
• Website Proposal Template Checklist

If the above templates don’t quite fit your company, industry, or the proposal document you are writing, don’t worry!

Process Street to the rescue!

Process Street is super-powered checklists . We are a super-charged, state of the art BPM SaaS platform which allows you to create templates and run individual checklists from these. You can check tasks off as you work through them, set deadlines, request approvals, assign various tasks , and work through your proposal workflows with ease.

Watch this to get an idea about who we are and what we do:

To help you customize your proposal writing template, and make your proposal wriitng easier, you can use all these different types of Process Street features:

• Dynamic due dates
• Task permissions
• Conditional logic
• Approval tasks
• Embed widget
• Role assignments

You can also connect your templates to thousands of apps through Zapier , webhooks, or API access to automate your proposal processes and workflows.

If you’re unfamiliar with process automation, what it means, and the benefits it can bring to your business, watch this Process Street webinar on automation:

Remember, if you want to get access to any of our proposal writing checklists, just click the links above and they will be added to your Process Street account where you can use them over and over again. Or, if you haven’t yet signed up for a Process Street account, click here and start your free trial.

Has this guide helped you out? I’d love to hear about it in the comments.

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Benjamin Brandall

Benjamin Brandall is a content marketer at Process Street .

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10 Free Problem Statement Templates in Word & ClickUp

Praburam Srinivasan

Growth Marketing Manager

February 13, 2024

No matter what your position title is, solving problems is likely part of your job description. From project managers to IT team leads to administrative agents at government organizations, we all have to address issues that threaten to derail our objectives. 

One of the best ways to achieve success is to have a process in place to identify and respond to potential risks. Many business owners and managers choose problem statements as an effective option. These tools highlight existing problems, offer context, and are designed to generate discussion for solutions. 

Here, we’ll explain what problem statement templates do and discuss when to use them. Plus, we’ll show you what to look for when choosing one and share 10 free problem statement templates to use in ClickUp and Word. 👀

What is a Problem Statement Template? 

What makes a good problem statement template , 1. clickup customer problem statement template, 2. clickup root cause analysis template, 3. clickup a3 action plan template, 4. clickup remediation action plan template, 5. clickup after action report template, 6. clickup report work incident template, 7. clickup incident response report template, 8. clickup it incident report template, 9. word problem statement template by sample.net, 10. google docs research problem statement template by template.net.

A problem statement is a project management tool that describes an existing issue that needs to be solved. It explains the current status, lays out a desired solution, and analyzes the scope of the process required to reach the end goal. 

It’s a process tool that encourages creativity when developing potential solutions to issues, rather than highlighting a specific solution.

A problem statement template makes it easier to compile the necessary information and present it to relevant team members. That way everyone on the project knows the goal and can play a part in creating a road map to solve the problem. 💡

Here are four key elements of a problem statement:

• Current status: Briefly explain the current problem as succinctly as possible and outline a statement of work blueprint
• Ideal goal: What would the situation look like without the existing problem? Describe what your end goal is in finding a viable solution
• The reason it matters: Analyze how the problem affects different team members and the company goals. Also, determine the consequences of not addressing the problem
• Proposal: A problem statement doesn’t have to list solutions. Instead, focus on providing context for research so the team can develop answers creatively

Not all problem statement templates are created equal. You want to choose one that briefly explains the problem, highlights the end goal, and offers room for creative discussion.

A good problem statement template will:

• Start with a goal: Give your team an objective to aim for. Highlight multiple outcomes and provide context for what an ideal solution will be using an effective problem statement template
• Explain the specific problem and current state : A good problem-solving template will highlight how the issue prevents you from reaching the stated objective
• Identify knowledge gaps: You can’t find a solution if you don’t have all the relevant data. Use the template to describe what information you’re missing and what data you need to come up with possible solutions
• Avoid proposing a specific solution: The goal here is to generate ideas and creative discussion. There’s more than one solution to a problem, so instead of laying out one solution, offer a framework for coming up with answers and ideas

10 Problem Statement Templates to Use in 2024

Problem statements take time to draft, especially if you’re using them repeatedly as part of your workflows. To cut down on time creating these useful documents, turn to problem statement templates.

These handy tools make it easy to outline the problem and turn it into actionable insights while getting input from your team.

Ready to start improving your processes? We’ve gathered 10 of the best problem statement templates to streamline how you respond and adapt to issues. From incident reports and remediation plans to addressing customer problems, you’ll find what you need to address issues that matter at your company.

Here are the best problem statement templates to use whether you work in IT for the government, run a small product agency, or head human resources at a midsize firm. 🛠️

Use ClickUp’s Customer Problem Statement Template to identify common customer issues to develop products and services that better address customers’ needs. Fill in the customer profile section to keep track of different audience needs. 

Next, break down what that type of customer wants, and what roadblocks prevent them from their goals during the customer journey . Be sure to give context on why those issues are present—as well as a proposed solution.

Create new pages for each problem and share each one with the relevant team members. Generate tasks to break down the teamwork based on department, and use the different ClickUp views to keep the team on schedule and monitor results across problem statements. ✅

Before you can lay out a road map to success, you need to anticipate the root cause of a problem. Create a concise problem statement and improve your decision-making process by using the Root Cause Analysis Template from ClickUp .

This problem statement template breaks the bigger problem down into a list of issues, making them easier to assign to various team members. It’s an effective tool for predicting issues and laying the groundwork to prevent them from derailing a project.

Use the nine custom fields to draft problem statement examples and tasks for the team to tackle. Add priority to the most pressing issues, and hop into the Needs Action view to see what’s in progress and to track issues that still need to be addressed.

As a project lead, an action plan is your best friend. It highlights stakeholders, provides a roadmap to success, and offers metrics to gauge performance.

With ClickUp’s A3 Action Plan Template , map out long-term projects while staying organized and improving productivity. When using this problem statement template, start by brainstorming to identify and define your business problem statement.

You can collaborate with other team members through ClickUp Docs . After this step, you can gather data, develop a solution, and then create an action plan. 

With the view types in ClickUp’s problem statements, you can monitor goals, timelines, and action steps. Plus, the four custom fields let you manage tasks with breakdowns by department, complexity, progress, and type. 📝

Create an action plan for corrective action using ClickUp’s Remediation Action Plan Template . From ideation and methodology processes to execution and integration in workflows, this template makes it easy to come up with solutions for even the most complex problems.

Use the template to identify remediation steps and to automate assigning the tasks to the relevant team members. Assess risk levels, and add priority tags to tasks that need to be addressed immediately. 

Develop an action plan by using custom fields for each risk, and track progress using ClickUp Checklists . These to-do lists populate within the task, making it easy to break down repetitive tasks and incorporate company procedures in your remediation workflows.

Whether you’re midway through a long project or one has just wrapped, you need to assess the process and make adjustments for the future. The After Action Report Template from ClickUp is useful in determining what went well, deciding what needs improvement, and generating new workflows to streamline the process. 

This simple one-page template highlights project participants, the basics of the project, the project scope, and results based on project data. 

Incorporate this template into your workflows as part of a review step. The template is an excellent tool when preparing for employee reviews since it lists the actions they took and documents the overall team workflow. Use this tool to evaluate how well your workflows performed and if anything broke down during the process. 

The ClickUp After Action Report Template also helps you celebrate team success. While it’s easy to focus on what went wrong, this template highlights things that went well and team members that performed .

You can emphasize areas where employees avoided budget issues, overcame resource management issues, and adjusted their workflows to keep the project on track. 🌻

One of the biggest project management challenges is managing safety and correctly recording workplace incidents. With ClickUp’s Report Work Incident Template , you can gather incident reports and compile mitigation procedures in one easy-to-access space. 

In the task card, collect information about a specific incident, and choose from 13 custom fields—including basics like the date of the incident, parties involved, and location. If the local authorities were involved, you can add information on officer contact information and police report filing details. 

In addition to recording the pertinent information, you can suggest a corrective action to improve the processes and prevent a repeat incident.

This template also features seven different view types, so you can get the information you need at a glance. For example, the Incident Report Summary view is excellent for getting a quick overview of what occurred.

The Progress Board and Reports views keep you on top of solutions and how things are getting worked out. 

With the Incident Response Report Template from ClickUp , it’s easier than ever to identify threats, draft steps to address the risk, and develop insights from the incident response process. The template includes a simple step-by-step approach to creating an incident report, including sections for risks, next steps, containment, eradication, recovery, and lessons learned.

With this template, report existing incidents, track proposed solutions, and gather intel so that you can adjust your procedures to better address future incidents. Plus, with its five custom fields, you can easily track supporting documents and keep an audit trail of who created, approved, or reviewed an incident report. 

The documentation is also invaluable when responding to legal issues. 👩🏿‍⚖️

Whether you work in product management or lead an IT team, you know how important it is to stay on top of risks. With ClickUp’s IT Incident Report Template , you can easily track bugs and software issues that affect the performance of your IT system. 

The 14 custom fields offer a high degree of personalization. That means that you can truly leverage this template to meet your specific company needs. 

When using this template, get insight into the IT threat by filling out the basics of the problem, including affected software systems, platforms, and build versions. Next, highlight the severity of each incident and explain the reasons for the incident as well as the impact. 

Finally, lay out a path for solutions, and use the data gathered to inform your incident management process.

Problem statements are a great way to generate new ideas, support a creative-thinking process, and get buy-in from various team members in different departments. 

This Problem Statement Template from Sample.Net is compatible with MS Word, Google Docs, and Powerpoint. It features a one-page layout explaining the existing problem, a description of the issue, risks, and ideas for solutions.

Use this template to design thinking processes and creatively brainstorm solutions with your team. Each person can share their specific point of view as you work together to develop solutions to the issue and hand. 🏆

This simple Research Problem Statement Template makes it easy to draft a quick breakdown of an existing issue and offers support for coming up with solutions. It’s available as a Google Doc, Apple Pages, or MS Word file. 

Save time formatting and use this template to quickly fill out the sections for the description, risks, and solution for your problem statement examples. 

The template features branding customization in such a way that you can add a company logo and contact information if you’re sharing this document with an outside agency that’s supporting your resolution process. Change the color scheme and font style to match other company documentation and to meet branding standards.

Solve Problems Fast and Effectively With ClickUp

With these problem statement templates, you’re well on your way to being a more effective leader and employee. From reporting incidents and tracking IT issues to generating discussions on how to solve common customer problems, these templates are sure to make your work life easier.

Try ClickUp today to create a problem statement that propels your business forward and builds the basis for better products and services. Browse hundreds of free templates to improve your project management style, assist with incident reporting and track performance on all of your objectives. ✨

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Business Problem Solving Proposal Template

Download this Business Problem Solving Proposal Template Design in Word, Google Docs, PDF, Apple Pages Format. Easily Editable, Printable, Downloadable.

Problems or issues are very common not only in our personal lives but in our business as well. When dealing with a problem, you first have to identify what is the main issue and why it happened, so that you can come up with a solution to address the cause of the issue. Propose a feasible solution with the aid of our Business Problem Solving Proposal template. It’s formatted with suggestive content that you can edit and customize according to your specifications. It's also compatible with different devices such as your desktop computer, laptop, tablet, or even your phone, so you can edit and download it anytime and anywhere you go. Get it now!

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• Project planning |
• 6 steps for writing a persuasive projec ...

6 steps for writing a persuasive project proposal

A project proposal is a written document outlining everything stakeholders should know about a project, including the timeline, budget, objectives, and goals. Your project proposal should summarize your project details and sell your idea so stakeholders buy in to the initiative. In this guide, we’ll teach you how to write a project proposal so you can win approval and succeed at work.

All projects have creation stories, but they don’t start with someone declaring, “Let there be resources!” To move forward with a project, teams must submit a proposal to decision-makers within their organization or to external stakeholders. 

What is a project proposal?

A project proposal is a written document outlining everything stakeholders should know about a project, including the timeline, budget, objectives , and goals. Your project proposal should summarize your project details and sell your idea so stakeholders feel inclined to get involved in the initiative.

The goal of your project proposal is to:

Secure external funding

Allocate company resources to your project

Gain stakeholder buy-in

Build momentum and excitement

Project proposals vs. project charters vs. business cases

Project proposals and project charters serve different purposes in the project creation process, and it’s important to understand the difference between the two. While a project proposal takes place in the initiation phase of the project, the project charter takes place in the planning phase. 

As mentioned above, a project proposal is a persuasive document meant to convince stakeholders why the project should be carried out. A project charter is a reference document that defines project objectives, and it can’t be created until the project proposal is approved.

People also confuse the business case with the project proposal, but the business case also comes after the proposal. Once the project is approved through a proposal, a business case may be used to secure additional funding for the project.

Types of project proposals

There are six types of proposals you may encounter as a project manager, and understanding the different formats can be useful as you write yours. Each type has a different goal.

Solicited: You’ll send solicited proposals in response to a Request for Proposal (RFP). An RFP announces a project in detail and asks for bids from qualified teams. Because you’re competing against other companies for this type of proposal, you must do thorough research and write persuasively.

Unsolicited: You’ll send unsolicited proposals without an RFP, meaning no one asked for your proposal. In this case, you won’t be up against other companies or teams, but you’ll still need to be persuasive because you have no knowledge of whether the stakeholder you’re pitching to needs you.

Informal: You may have a client send you an informal request for a project proposal, in which case you can respond with your project pitch. Because this isn’t an official RFP, the rules are less concrete.

Renewal: You’ll send renewals to existing clients in hopes that they’ll extend their services with your organization. In this type of project proposal, the goal is to emphasize past results your team has produced for the client and persuade them you can produce future results.

Continuation: You’ll send continuations as a reminder to a stakeholder letting them know the project is beginning. In this project proposal, you’ll simply provide information about the project instead of persuading the stakeholder.

Supplemental: Similar to a continuation proposal, you’ll send a supplemental proposal to a stakeholder already involved in your project. In this type of proposal, you’re letting the stakeholder know the project is beginning, while also asking for additional resources. You should persuade the stakeholder to contribute more to the project in this proposal.

The tone of voice and content of your project proposal will differ based on the type of proposal you’re sending. When you know your project goals, you can write your proposal accordingly.

How to write a project proposal

These step-by-step instructions apply to most project proposals, regardless of type. You’ll need to customize your proposal for the intended audience, but this project proposal outline can serve as a reference to ensure you’re including the key components in your document. 

1. Write an executive summary

The executive summary serves as the introduction to your project proposal. Similar to a report abstract or an essay introduction, this section should summarize what’s coming and persuade the stakeholder to continue reading. Depending on the complexity of your project, your executive summary may be one paragraph or a few paragraphs. 

Your executive summary should include:

The problem your project plans to solve

The solution your project provides for that problem

The impact your project will have 

You should only address these items briefly in your executive summary because you’ll discuss these topics in more detail later in your proposal. 

2. Explain the project background

In this section, you’ll go into the background of the project. Use references and statistics to convince your reader that the problem you’re addressing is worthwhile.

Some questions to include are:

What is the problem your project addresses?

What is already known about this problem?

Who has addressed this problem before/what research is there?

Why is past research insufficient at addressing this problem?

You can also use this section to explain how the problem you hope to solve directly relates to your organization. 

3. Present a solution

You just presented a problem in the project background section, so the next logical step in proposal writing is to present a solution. This section is your opportunity to outline your project approach in greater detail. 

Some items to include are:

Your vision statement for the project

Your project schedule , including important milestones

Project team roles and responsibilities  

A risk register showing how you’ll mitigate risk

The project deliverables

Reporting tools you’ll use throughout the project

You may not have all these items in your proposal format, but you can decide what to include based on the project scope . This section will likely be the longest and most detailed section of your proposal, as you’ll discuss everything involved in achieving your proposed solution. 

4. Define project deliverables and goals

Defining your project deliverables is a crucial step in writing your project proposal. Stakeholders want to know what you’re going to produce at the end of your project, whether that’s a product, a program, an upgrade in technology, or something else. As the stakeholder reads through your vision, this will be the section where they say, “Aha, this is what they’ll use my resources for.”

When defining your deliverables, you should include:

The end product or final objective of your project 

A project timeline for when deliverables will be ready

SMART goals that align with the deliverables you’re producing

While it’s important to show the problem and solution to your project, it’s often easier for stakeholders to visualize the project when you can define the deliverables.

5. List what resources you need

Now that you’ve outlined your problem, approach, solution, and deliverables, you can go into detail about what resources you need to accomplish your initiative.

In this section, you’ll include:

Project budget : The project budget involves everything from the supplies you’ll need to create a product to ad pricing and team salaries. You should include any budget items you need to deliver the project here.

Breakdown of costs: This section should include research on why you need specific resources for your project; that way, stakeholders can understand what their buy-in is being used for. This breakdown can also help you mitigate unexpected costs.

Resource allocation plan : You should include an overview of your resource allocation plan outlining where you plan to use the specific resources you need. For example, if you determine you need $50,000 to complete the project, do you plan to allocate this money to salaries, technology, materials, etc.

Hopefully, by this point in the proposal, you’ve convinced the stakeholders to get on board with your proposed project, which is why saving the required resources for the end of the document is a smart strategic move.

6. State your conclusion

Finally, wrap up your project proposal with a persuasive and confident conclusion. Like the executive summary, the conclusion should briefly summarize the problem your project addresses and your solution for solving that problem. You can emphasize the impact of your project in the conclusion but keep this section relevant, just like you would in a traditional essay. 

Tips for writing an effective project proposal

Following the steps listed above will ensure your project proposal has all the right elements. But if you want to impress your readers and win their approval, your writing must shine. In addition to the above, a project proposal includes:

Know your audience

As you write your proposal, keep your audience (i.e. the stakeholders) in mind at all times. Remember that the goal of the proposal is to win your audience over, not just to present your project details. For example, if you’re creating a new editing tool for a children’s publishing house, can you determine whether your stakeholders are parents and appeal to their emotional side when persuading them to buy in to your product?

Be persuasive

Persuasion is important in a project proposal because you’re hoping your audience will read your proposal and do something for you in return. If your reader isn’t intrigued by your project, they won’t feel inclined to help you. If you describe your editing tool but don’t mention the many features it will offer, how it will benefit clients, and its positive impact in the industry, your audience will wonder, “Why should I care about this project?” 

Keep it simple

While you should go into detail on your problem, approach, and solution, you shouldn’t make your project proposal overly complex. This means you can discuss the project plan for your proposed editing tool without discussing what codes the engineers will use to make each feature work. 

Do your research

A successful project proposal includes thorough research. Be prepared to back up your problem—and solution—with reputable sources, case studies, statistics, or charts so you don’t leave your audience with questions. When writing your proposal, put yourself in the reader’s shoes and ask:

Why is this a problem?

How is this a solution to the problem?

Has anyone addressed this problem before?

What are the project costs?

If you can answer these questions, then you’ve likely done enough research to support your proposed initiative.

Use project management tools to strengthen your project proposal

Good project proposals require team collaboration . With the right management tools, your team can communicate, share information, and work together on one shared document. 

When you store all your project information in one place, it’s easy to access that data when you need it. Project proposals stem from well-organized and properly planned projects, which is why project management software is a key resource to effectively write a project proposal. Ready to get started? Try Asana .

Related resources

Unmanaged business goals don’t work. Here’s what does.

How Asana uses work management to drive product development

How Asana uses work management to streamline project intake processes

How Asana uses work management for smoother creative production

Continuous Improvement Toolkit

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A3 Problem Solving Template

A3 thinking is a logical and structured approach to problem solving adopted by Lean organizations around the world. It can be used for most kinds of problems and in any part of the business. This A3 template uses a four stages model that is based on the PDCA management philosophy. It makes the problem-solving progress visible to the entire team while allowing the lessons to be learned by others.

This template is a Microsoft Excel spreadsheet that you can use and modify to meet your specific requirements. For example, you may expand the implementation or follow-up plans by increasing the number of rows. The template is available in two variations: a user-friendly straightforward version, and a more detailed one that requires providing in-depth information.

A3 Template (32 KB)

A3 Template – Simple (216 KB)

A3 Template – Detailed (340 KB)

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The A3 Problem-Solving Template: A Structured Approach for Lean Organizations

Last updated: November 10, 2023

By Alexander Connor

Discover how the A3 problem-solving template can help lean organizations effectively solve problems and improve processes, enabling them to make informed decisions and drive continuous improvement in a world that constantly demands increased quality and reduced costs.

The A3 problem-solving template is a widely adopted tool in lean organizations. This structured approach allows businesses to effectively address various problems and drive continuous improvement. 

By following a logical and structured approach within the four-stage model based on the PDCA (Plan – Do – Check – Adjust) management philosophy. A3 report templates enables the visibility of problem-solving progress and shared learning among teams, improving the decision-making processes used in the organization.

In a time when efficient problem-solving is crucial, it’s important for leaders, coaches, and project teams to have the ability to think critically and make informed decisions that can be reviewed and understood by all parties involved. 

The implementation of A3 management process can notably enhance the quality of decision-making processes, increasing the capability of teams to confront the root causes of diverse difficulties.

Providing a consistent structure to the problem-solving process, the functionality of the A3 report templates has expanded well beyond its original purpose. Industries worldwide, from manufacturing to retail to healthcare, have begun to embrace this tool in their problem-solving initiatives.

What is the A3 Problem-Solving Template?

The A3 problem-solving template is a one-page report format originally developed by Toyota , a company well-known for its lean thinking. The design of the ledger size paper encourages concise communication and collaboration among team members, as it requires the problem definition, root cause analysis, countermeasures, and follow-up plan to fit on a single page.

Here’s a quick rundown of the components of an A3 problem-solving template:

• Background : A brief explanation regarding the importance of the issue, spanning no more than three to four sentences.
• Current State : Describes the current situation, detailing the problematic area that needs to be addressed.
• Future State / Goal : Highlights the objective or desired state that your organization wants to achieve after resolving the issue.
• Analysis : Incorporates root cause identification and root cause analysis, using tools like fishbone diagrams , Pareto charts, or 5 Whys, to identify the underlying concern.
• Recommendations : Suggests countermeasures to tackle the issues identified during the analysis phase. The proposed solution should aim to remove the root cause of the problem.
• Follow-Up : Stresses an action plan for the implementation plan of the recommended solution, allocating responsibilities to team members, and designating a timeline for completion.

Lean organizations leverage the A3 problem-solving template as a tool to improve their problem-solving initiatives. This is done by encouraging rationalization among team members to ensure a systematic and holistic problem-solving process. 

This form of communication and collaboration brings out the best skills in team members and can be applied across various areas within a business, ranging from manufacturing and supply chain to customer service and process improvement.

Benefits and Applications

The A3 problem-solving template offers an array of benefits to lean organizations. It essentially simplifies the complexity of problem-solving and injects an organized approach to an otherwise daunting task. Here are some key benefits that come with the application of the A3 template:

• Promotes clear and concise communication : The A3 template condenses complex problem-solving steps into a single page. This requires teams to communicate the essential elements of the problem, the analysis, their recommendation, and action plan in a clear, simplified manner. This clarity of communication ensures that every team member, regardless of their expertise, is on the same page.
• Encourages root cause analysis : The template frames problem-solving in the context of root cause analysis. It forces teams to not just focus on symptoms or immediate fixes, but encourages them to dive deeper to identify underlying root causes.
• Facilitates data-driven decision-making : Through requiring an analysis of the current state and concern, the A3 template promotes fact-based, data-driven decisions. This results in more effective and sustainable solutions, as decisions are made based on analysed data and not guesses or assumptions.
• Enhances collaboration and feedback : As the template necessitates input at multiple stages, it forges cohesive relationships among team members. It also promotes feedback at each stage of the problem-solving process, ensuring a more refined and effective solution.

The A3 problem-solving template is a universal tool that can be applied across various departments and diverse industries such as manufacturing, healthcare, retail, construction, etc.

A3 Report Templates and Resources

Several A3 templates and resources are available to assist organizations in implementing the A3 problem-solving structure. These templates equip teams with a standardized structure that guides them through the process of problem definition, root cause analysis, countermeasures, and action planning.

In addition to templates, the market offers a myriad of books and training resources on lean and agile methodologies to enhance the understanding and application of the A3 problem-solving structure. 

There are resources available specially designed for all lean organizations, whether they are just starting their lean journey or are well-established lean practitioners, to ensure a smooth transition to adopting the A3 reporting system.

Several online platforms and software providers also offer A3 report templates tailored to business requirements, making it simpler for organizations to adopt this problem-solving tool and providing them with opportunities for continuous improvement and learning.

A3 Problem-Solving

The A3 problem-solving template is an invaluable tool for lean organizations aspiring to boost their capability in problem-solving and stimulating continuous process improvement. 

By utilizing this structured approach, teams can effectively handle diverse challenges, promote collaboration, make data-driven decisions, and effectively bring continuous improvement into their daily operations with the help of A3 report templates and resources.

In a nutshell, the A3 problem-solving template ingrains a problem-solving culture into organizations, empowering teams to excel in their problem-solving skill sets and consistently deliver improved operations. It’s more than a mere problem-solving tool; it’s a mindset shift towards heightened efficiency and efficacy.

Embrace it today, and witness the transformative power of A3 structured problem-solving for your organization. Unlock the potential to navigate challenges and drive continual improvement proactively, helping your organization adapt and thrive in the ever-evolving business environment.

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Free Problem Statement Slide Templates: PowerPoint & Google Slides

By Kate Eby | February 24, 2024

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Write effective problem statements and create engaging presentations for stakeholders with this roundup of problem statement slide templates for PowerPoint and Google Slides. Download these free, customizable templates and edit them for your needs.

On this page, you’ll find a  project problem statement worksheet slide template , a  customer problem statement slide template , a  5 Ws product problem statement template , and more. You’ll also find tips for  writing problem statements and links to  related problem-solving templates .

Project Problem Statement Elements Slide Template

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When to Use This Template: This template is perfect for project managers and team leaders who need to articulate the challenges and objectives of a new initiative. It provides a structured format for presenting a project's problems and requirements during planning meetings or proposal presentations. The template is particularly useful in meetings where gaining consensus or approval from decision-makers is crucial.

Notable Template Features: The template breaks down the problem, scope, objectives, benefits, and resources into clear sections, making complicated information easy to understand. This focuses the discussion and ensures that all aspects of the problem are considered. The color-coded sections also help make your presentation clearer and more appealing to stakeholders.

Three-Part Problem Statement Slide Template

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When to Use This Template: Project managers or teams can use this template to clearly communicate challenges, proposed solutions, and expected results. It serves as a foundational tool for project planning and decision-making, helping teams effectively communicate critical issues to stakeholders and align efforts toward shared objectives.

Notable Template Features: This slide template helps guide the audience from problem identification to resolution and final outcomes. The bullet points under each category allow you to list key details and focus on what matters most.

Project Problem Statement Worksheet Slide Template

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When to Use This Template:  This worksheet template is designed to clearly outline the central challenge of a new project or initiative. It provides a straightforward way to write a problem statement that is clear and actionable. Teams can use this tool at the outset of the planning stage to ensure that everyone understands the issues being addressed, the criteria for success, and the boundaries of the project.

Notable Template Features:  The template's comprehensive structure breaks down the problem statement into specific components, such as context, success criteria, stakeholders, and scope. This helps teams focus their discussions and ensure a shared understanding of the problem. Teams can also use this template in presentations to provide stakeholders with context for the problem statement.

Traffic Light Problem Statement Slide Template

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When to Use This Template: Project or product managers can use this template to present a clear problem statement in meetings or in documents. This template is particularly useful during the initial stages of project planning or when addressing project roadblocks.

Notable Template Features: The template includes sections for identifying a problem, how to solve it, and what the results should be. Each part corresponds to the colors in the traffic light graphic, which reinforces the importance of a careful approach to problem-solving.

Single-Problem Statement and Solution Slide Template

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When to Use This Template: This template is ideal for project proposals, strategy meetings, or pitches where a clearly defined problem and solution can drive decision-making. The visual juxtaposition of problems versus solutions helps stakeholders quickly grasp the core issues and the strategy for resolution.

Notable Template Features: This template has a two-column layout that visually distinguishes challenges and solutions. Each section contains placeholders for text and icons, enhancing the presentation’s visual appeal. Icons such as question and check marks guide the audience from problem to solution.

Multiple-Problem Statement and Solution Slide Template

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When to Use This Template:  Project or product managers can use this template in strategic planning sessions, problem-solving meetings, or any scenario where a clear comparative analysis is needed. The slide format, which shows each challenge next to its proposed solution, can be useful during team meetings where alignment on issues and remedies is crucial.

Notable Template Features:  This template has a two-column layout that guides the viewer from problems on the left to solutions on the right. Each problem and solution pair is clearly marked, making complex information more accessible for the audience.

Customer Problem Statement Slide Template

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When to Use This Template:  Product managers and customer service teams can use this template to break down a customer's problem into tangible parts, clarifying the issue, the attempts to resolve it, the obstacles faced, and its emotional impact. This template is particularly effective for internal presentations that aim to align team members on customer pain points and drive home the urgency of finding a solution.

Notable Template Features:  The template provides a step-by-step layout that guides the presenter through the different aspects of a customer's dilemma. Color-coded sections make the narrative easy to follow through each step of the statement. This breakdown not only captures the complexity of the issue but also fosters a deeper understanding of the problem among team members.

Circular Customer Problem Statement Slide Template

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When to Use This Template:  Use this customer problem statement template to get a full picture of a customer's issue, from who the customer is to their goals, challenges, and emotional responses. It is ideal for sessions focused on understanding and addressing customer experiences, ensuring that teams explore every facet of the problem and link it back to the customer's perspective.

Notable Template Features:  This template features a circular flow that tells the whole story of the customer’s issue, with each segment prompting a key part of the problem. Its design encourages comprehensive analysis, and the arrangement of sections ensures that thoughts flow logically. You can also customize the template to focus on the workflow around the problem or other details rather than only the customer story.

Product Problem Statement Slide Template

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When to Use This Template: Product managers can use this template to clearly articulate the problem their product aims to solve. This serves as an essential tool during the initial stages of product development or when proposing enhancements to existing products. By structuring thoughts and research systematically, this template helps managers secure stakeholder buy-in and align cross-functional teams toward a common objective.

Notable Template Features: Each section prompts users to delve deeply into understanding the problem and its potential impacts, customer value, and business significance. The template allows you to link externally to supporting documentation to show that all claims and assumptions are backed by research. The template's simple structure helps to streamline the problem-solving process, while its thoroughness makes the problem statement more compelling.

5 Ws Product Problem Statement Slide Template

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When to Use This Template: Product managers and teams can use this template to define and document the who, what, when, where, and why of a problem. This ensures that team members align on the problem before moving toward solutions, fostering a focused approach to product development.

Notable Template Features:  This template prompts users to consider all aspects of a problem statement: who it affects, what the problem is, when and where it occurs, and why it is critical to address. Each column uses color-coding and clear bullet points for organized note-taking.

How to Write a Problem Statement

A problem statement serves as the foundation for any project, ensuring that everyone involved understands the core of the problem they need to solve. Crafting a well-defined statement is crucial for guiding a team toward a solution efficiently. 

Follow these steps to create a compelling problem statement:  

• Identify the Problem: Gather information about the issue through research, observations, or discussions with stakeholders. For customer problem statements, this might include using surveys or customer service calls to gather data on customer pain points. Use templates such as the 5 Ws to thoroughly understand the who, what, when, where, and why of the problem. 
• Explain the Impact: Describe how the problem affects the organization, customers, or stakeholders. Provide data or examples to illustrate the extent of the problem's impact. 
• Analyze the Cause: Investigate and identify the root causes of the problem. Understanding why the problem exists is crucial for finding an effective solution. Keep asking why and drilling down to the root cause to ensure that your problem statement describes the core problem rather than a symptom.
• Set Objectives: Define what a successful solution would look like. Outline the desired outcome and what changes or improvements you aim to achieve. Use financial and other measurable data to illustrate the benefits of your proposed solution.
• Specify Constraints and Requirements: Highlight any limitations — such as budget, time, or resources — that could impact the solution. Also, list any necessary criteria that the solution must meet, providing measurable benchmarks for success. 
• Review and Refine: Once you draft the problem statement, review it to ensure clarity. The statement can be referenced throughout the project to keep work on track, but keep in mind that factors can change, impacting solutions and action plans. Be prepared to pivot as the project progresses.

The key to an effective problem statement lies in its clarity and precision. Keep it succinct, focused on the problem, and free of jargon to ensure that it's accessible to everyone involved. 

For more tools, see this complete collection of free problem statement templates.

How Do You Present a Problem Statement?

Presenting a problem statement is your opportunity to bring the problem to life, engage your audience, and set the stage for collaborative problem-solving. While a written problem statement can be as short as an elevator pitch, stakeholders need context to understand the significance of a problem and the reasoning behind any proposed solutions. 

Here are the elements to include in a problem statement presentation:  

• State the Problem Clearly: Present the problem statement in a clear and concise manner. Use simple language to ensure that everyone understands the issue at hand.
• Discuss Causes and Impact: Briefly introduce the background and relevance of the problem to your audience. Share your insights into the causes of the problem. This helps in building a common understanding of the problem's roots and complexity. Use data, anecdotes, or real-life examples to illustrate the significance of the problem and how it affects the organization, stakeholders, or customers.
• Clarify Outcomes: Clearly state what you aim to achieve by solving the problem. Define the desired outcomes and success criteria to give your audience a clear idea of the direction you propose. Acknowledge any limitations or specific requirements that could influence the approach to solving the problem. This transparency helps in setting realistic expectations.
• Invite Feedback: Encourage your audience to share their thoughts, questions, and suggestions. Foster an open dialogue to promote collaborative problem-solving.
• Conclude With Next Steps: End your presentation by summarizing the key points and outlining next steps to ensure everyone leaves with a clear understanding of the problem and the actions required.

Keep your presentation focused, clear, and interactive to maximize understanding and participation. The goal is not only to present a problem but to motivate and guide your audience toward finding a solution together.

Related Problem-Solving Templates

Using problem-solving templates can transform complex challenges into manageable tasks, guiding you from analysis to actionable solutions. Download one of the problem-solving templates below to clearly define problems, identify root causes, and create more successful outcomes.

Root Cause Analysis Template

This  root cause analysis template provides a comprehensive report with a list of questions to help you identify the cause of an event or issue, identify actions already taken, and recommend preventative strategies.

DMAIC Analysis Template

DMAIC stands for  define, measure, analyze, implement, and  control . This  DMAIC template takes you through this process of defining the problem, measuring its significance, analyzing factors contributing to the problem, identifying potential solutions, and planning to prevent a recurrence of the problem.

5 Whys Template

The 5 Why process is a method for investigating the root cause of a problem by asking why the issue is occurring, then repeating the question until you get to the root cause. Download this  5 Whys template to evaluate a problem and determine corrective actions.

Fishbone Diagram Template

Brainstorm the possible causes of an issue with a  fishbone diagram template. The diagram provides a visual tool for identifying cause-and-effect relationships and getting at the root of an issue.

Corrective Action Plan Template

Use this  corrective action plan template to identify problems, plan action steps to mitigate the issues, and track progress.

For more related templates, including a cause mapping template and an example report, see this full selection of  root cause analysis templates .

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An A3 Report is a Toyota-pioneered practice of getting the problem, the analysis, the corrective actions, and the action plan down on a single sheet of large (A3) paper, often with the use of graphics. At Toyota, A3 reports have evolved into a standard method for summarizing problem-solving exercises, status reports, and planning exercises like value-stream mapping.

But it is much more than a sheet a paper with facts and figures. It is a management process  learned through dialogue about concrete problems. It does this by means of a dialogue between a lean manager and a subordinate who learns lean management and leadership as she solves an important problem.

This process of solving problems while creating better employees—A3 analysis—is core to the Toyota management system. An A3 report guides the dialogue and analysis. It identifies the current situation, the nature of the issue, the range of possible counter- measures, the best countermeasure, the means (who will do what when) to put it into practice, and the evidence that the issue has actually been addressed.

The lean leader’s job is to develop people. If the worker hasn’t learned, the teacher hasn’t taught. Training Within Industry Report (Washington, DC: War Manpower Commission, Bureau of Training, 1945).

Effective use of the A3 process can facilitate the shift from a  debate  about who owns what (an authority-focused debate) to a  dialogue  around  what is the right thing to do  (a responsibility-focused conversation). This shift has a radical impact on the way decisions are made. Individuals earn the authority to take action through the manner in which they frame the issue. They form consensus and get decisions made by focusing relentlessly on indisputable facts that they and their peers derive from the gemba.

As a result, A3 management can best be understood as neither “top-down” nor “bottom-up.” The process clarifies responsibility by placing ownership squarely on the shoulders of the author-owner of the A3, the individual whose initials appear in the upper right-hand corner of the paper. This person may not have direct authority over every aspect of the proposal. Yet this owner is clearly identified as the person who has taken or accepted responsibility  to get decisions made and implemented .

Example A3s

The Many Facets of A3

• A standard paper size:  At its most fundamental, “A3” is the international term for a sheet of paper 297 millimeters wide and 420 millimeters long. The closest U.S. paper size is the 11-by-17-inch tabloid sheet. 
• A template:  Many companies and individuals use an A3-sized document pre-printed with the steps needed to conduct lean problem-solving or improvement efforts, with generous white space for “A3 owners” to record their progress. While they refer to this document as a template, an “A3” is not a template.
• A storyboard:  As users record their problem-solving or improvement project’s progress, the A3 becomes a storyboard used to facilitate communication, collaboration, and coordination with other stakeholders affected by the goal the A3 owner is working toward (e.g., solving a problem or improving a  process ). By having all the facts about the effort in one place, logically presented and summarized, the A3 owner is better able to gain buy-in from other stakeholders for recommended process changes. 
• A report:  Once the A3 problem-solving effort concludes, the A3 storyboard serves as a report of the problem-solving or improvement initiative, including the facts and data gathered, hypotheses considered, countermeasures tried, experiment results, corrective actions taken, and the overall thinking of the A3 owner and stakeholders. At Toyota and elsewhere, A3 reports have evolved into a standard method for summarizing problem-solving exercises, status reports, and planning exercises like value-stream mapping.  
• A problem-solving methodology (or process):  Most lean practitioners know “the A3” as a problem-solving process guided by specific steps or questions. The left side of the A3 focuses on various elements of the problem or current condition, and the right on the countermeasures considered, tested, and chosen that resolves the issue or creates a higher standard.
• A management discipline (or process):  At a higher level, lean leaders, managers, and supervisors use “the A3” as a means by which they oversee and guide subordinates while simultaneously helping them develop their  lean thinking and practice  — particularly lean leadership and problem-solving — capabilities. With A3 management, leaders challenge their direct reports to solve a problem. Then, with the A3 report guiding the dialogue and analysis, leaders coach them through the problem-solving process. Importantly, leaders coach by asking questions versus providing answers, ensuring responsibility remains with the subordinate to solve the problem by pursuing facts and building consensus. Through this interaction, subordinates address the issue, allowing them to make progress toward the objective and, in so doing, learn the lean approach to leadership and management and gain problem-solving capability.
• A3 thinking (or analysis):  Most A3 coaches and advanced lean practitioners refer to “the A3” as a thinking process. In this case, the term refers to a systematic approach to resolving problems or improving  work  processes. Someone can follow this systematic approach, regardless of whether they are guided by or record their findings on an A3 document.
• An alignment tool:  Advanced lean organizations that have incorporated lean thinking and practices throughout their operations use “A3s” as part of their  strategy deployment  and execution efforts. In this case, the A3 process ensures a standard approach to managing and  coaching  people, all directed toward solving problems that help achieve corporate objectives.

Additional Resources

How Do I Start My A3?

When asked “where do I start to write my A3,” David Verble responds “don’t start by writing.” His piece, the first in a series about getting started, offers lessons he has learned about the nature of thinking, and a productive way to start the A3 by recognzing it as a thinking process. 

Don’t Present Your A3: Share Your A3

When asked “where do I start to write my A3,” David Verble responds “don’t start by writing.” His piece, the first in a series about getting started, offers lessons he has learned about the nature of thinking, and a productive way to start by recognizing it as a thinking process. 

Related Books

Related Online Courses

Intro to Problem Solving

Problem-solving is critical to every position in every industry. In this course, you will learn to grasp the situation at the gemba (where the work is done) and use all of your senses to understand what is truly happening.

See: Value Stream Mapping

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