Identify Goal
Define Problem
Define Problem
Gather Data
Define Causes
Identify Options
Clarify Problem
Generate Ideas
Evaluate Options
Generate Ideas
Choose the Best Solution
Implement Solution
Select Solution
Take Action
MacLeod offers her own problem solving procedure, which echoes the above steps:
“1. Recognize the Problem: State what you see. Sometimes the problem is covert. 2. Identify: Get the facts — What exactly happened? What is the issue? 3. and 4. Explore and Connect: Dig deeper and encourage group members to relate their similar experiences. Now you're getting more into the feelings and background [of the situation], not just the facts. 5. Possible Solutions: Consider and brainstorm ideas for resolution. 6. Implement: Choose a solution and try it out — this could be role play and/or a discussion of how the solution would be put in place. 7. Evaluate: Revisit to see if the solution was successful or not.”
Many of these problem solving techniques can be used in concert with one another, or multiple can be appropriate for any given problem. It’s less about facilitating a perfect CPS session, and more about encouraging team members to continually think outside the box and push beyond personal boundaries that inhibit their innovative thinking. So, try out several methods, find those that resonate best with your team, and continue adopting new techniques and adapting your processes along the way.
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Problem solving is an increasingly important soft skill for those in business. The Future of Jobs Survey by the World Economic Forum drives this point home. According to this report, complex problem solving is identified as one of the top 15 skills that will be sought by employers in 2025, along with other soft skills such as analytical thinking, creativity and leadership.
Dr. Amy David , clinical associate professor of management for supply chain and operations management, spoke about business problem-solving methods and how the Purdue University Online MBA program prepares students to be business decision-makers.
Every business will face challenges at some point. Those that are successful will have people in place who can identify and solve problems before the damage is done.
“The business world is constantly changing, and companies need to be able to adapt well in order to produce good results and meet the needs of their customers,” David says. “They also need to keep in mind the triple bottom line of ‘people, profit and planet.’ And these priorities are constantly evolving.”
To that end, David says people in management or leadership need to be able to handle new situations, something that may be outside the scope of their everyday work.
“The name of the game these days is change—and the speed of change—and that means solving new problems on a daily basis,” she says.
The pace of information and technology has also empowered the customer in a new way that provides challenges—or opportunities—for businesses to respond.
“Our customers have a lot more information and a lot more power,” she says. “If you think about somebody having an unhappy experience and tweeting about it, that’s very different from maybe 15 years ago. Back then, if you had a bad experience with a product, you might grumble about it to one or two people.”
David says that this reality changes how quickly organizations need to react and respond to their customers. And taking prompt and decisive action requires solid problem-solving skills.
David says there are a few things to consider when encountering a challenge in business.
“When faced with a problem, are we talking about something that is broad and affects a lot of people? Or is it something that affects a select few? Depending on the issue and situation, you’ll need to use different types of problem-solving strategies,” she says.
There are a number of techniques that businesses use to problem solve. These can include:
“We have a lot of these different tools,” David says. “Which one to use when is going to be dependent on the problem itself, the level of the stakeholders, the number of different stakeholder groups and so on.”
Each of the techniques outlined above uses the same core steps of problem solving:
Data drives a lot of daily decisions in business and beyond. Analytics have also been deployed to problem solve.
“We have specific classes around storytelling with data and how you convince your audience to understand what the data is,” David says. “Your audience has to trust the data, and only then can you use it for real decision-making.”
Data can be a powerful tool for identifying larger trends and making informed decisions when it’s clearly understood and communicated. It’s also vital for performance monitoring and optimization.
The courses in the Purdue Online MBA program teach problem-solving methods to students, keeping them up to date with the latest techniques and allowing them to apply their knowledge to business-related scenarios.
“I can give you a model or a tool, but most of the time, a real-world situation is going to be a lot messier and more valuable than what we’ve seen in a textbook,” David says. “Asking students to take what they know and apply it to a case where there’s not one single correct answer is a big part of the learning experience.”
An online MBA from Purdue University can help advance your career by teaching you problem-solving skills, decision-making strategies and more. Reach out today to learn more about earning an online MBA with Purdue University .
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Picture this, you're handling your daily tasks at work and your boss calls you in and says, "We have a problem."
Unfortunately, we don't live in a world in which problems are instantly resolved with the snap of our fingers. Knowing how to effectively solve problems is an important professional skill to hone. If you have a problem that needs to be solved, what is the right process to use to ensure you get the most effective solution?
In this article we'll break down the problem-solving process and how you can find the most effective solutions for complex problems.
Problem solving is the process of finding a resolution for a specific issue or conflict. There are many possible solutions for solving a problem, which is why it's important to go through a problem-solving process to find the best solution. You could use a flathead screwdriver to unscrew a Phillips head screw, but there is a better tool for the situation. Utilizing common problem-solving techniques helps you find the best solution to fit the needs of the specific situation, much like using the right tools.
In this ebook, learn how to equip employees to make better decisions—so your business can pivot, adapt, and tackle challenges more effectively than your competition.
While it might be tempting to dive into a problem head first, take the time to move step by step. Here’s how you can effectively break down the problem-solving process with your team:
One of the easiest ways to identify a problem is to ask questions. A good place to start is to ask journalistic questions, like:
Who : Who is involved with this problem? Who caused the problem? Who is most affected by this issue?
What: What is happening? What is the extent of the issue? What does this problem prevent from moving forward?
Where: Where did this problem take place? Does this problem affect anything else in the immediate area?
When: When did this problem happen? When does this problem take effect? Is this an urgent issue that needs to be solved within a certain timeframe?
Why: Why is it happening? Why does it impact workflows?
How: How did this problem occur? How is it affecting workflows and team members from being productive?
Asking journalistic questions can help you define a strong problem statement so you can highlight the current situation objectively, and create a plan around that situation.
Here’s an example of how a design team uses journalistic questions to identify their problem:
Overarching problem: Design requests are being missed
Who: Design team, digital marketing team, web development team
What: Design requests are forgotten, lost, or being created ad hoc.
Where: Email requests, design request spreadsheet
When: Missed requests on January 20th, January 31st, February 4th, February 6th
How : Email request was lost in inbox and the intake spreadsheet was not updated correctly. The digital marketing team had to delay launching ads for a few days while design requests were bottlenecked. Designers had to work extra hours to ensure all requests were completed.
In this example, there are many different aspects of this problem that can be solved. Using journalistic questions can help you identify different issues and who you should involve in the process.
If at all possible, bring in a facilitator who doesn't have a major stake in the solution. Bringing an individual who has little-to-no stake in the matter can help keep your team on track and encourage good problem-solving skills.
Here are a few brainstorming techniques to encourage creative thinking:
Brainstorm alone before hand: Before you come together as a group, provide some context to your team on what exactly the issue is that you're brainstorming. This will give time for you and your teammates to have some ideas ready by the time you meet.
Say yes to everything (at first): When you first start brainstorming, don't say no to any ideas just yet—try to get as many ideas down as possible. Having as many ideas as possible ensures that you’ll get a variety of solutions. Save the trimming for the next step of the strategy.
Talk to team members one-on-one: Some people may be less comfortable sharing their ideas in a group setting. Discuss the issue with team members individually and encourage them to share their opinions without restrictions—you might find some more detailed insights than originally anticipated.
Break out of your routine: If you're used to brainstorming in a conference room or over Zoom calls, do something a little different! Take your brainstorming meeting to a coffee shop or have your Zoom call while you're taking a walk. Getting out of your routine can force your brain out of its usual rut and increase critical thinking.
After you brainstorm with team members to get their unique perspectives on a scenario, it's time to look at the different strategies and decide which option is the best solution for the problem at hand. When defining the solution, consider these main two questions: What is the desired outcome of this solution and who stands to benefit from this solution?
Set a deadline for when this decision needs to be made and update stakeholders accordingly. Sometimes there's too many people who need to make a decision. Use your best judgement based on the limitations provided to do great things fast.
To implement your solution, start by working with the individuals who are as closest to the problem. This can help those most affected by the problem get unblocked. Then move farther out to those who are less affected, and so on and so forth. Some solutions are simple enough that you don’t need to work through multiple teams.
After you prioritize implementation with the right teams, assign out the ongoing work that needs to be completed by the rest of the team. This can prevent people from becoming overburdened during the implementation plan . Once your solution is in place, schedule check-ins to see how the solution is working and course-correct if necessary.
There are a few ways to go about identifying problems (and solutions). Here are some strategies you can try, as well as common ways to apply them:
Trial and error problem solving doesn't usually require a whole team of people to solve. To use trial and error problem solving, identify the cause of the problem, and then rapidly test possible solutions to see if anything changes.
This problem-solving method is often used in tech support teams through troubleshooting.
The 5 whys problem-solving method helps get to the root cause of an issue. You start by asking once, “Why did this issue happen?” After answering the first why, ask again, “Why did that happen?” You'll do this five times until you can attribute the problem to a root cause.
This technique can help you dig in and find the human error that caused something to go wrong. More importantly, it also helps you and your team develop an actionable plan so that you can prevent the issue from happening again.
Here’s an example:
Problem: The email marketing campaign was accidentally sent to the wrong audience.
“Why did this happen?” Because the audience name was not updated in our email platform.
“Why were the audience names not changed?” Because the audience segment was not renamed after editing.
“Why was the audience segment not renamed?” Because everybody has an individual way of creating an audience segment.
“Why does everybody have an individual way of creating an audience segment?” Because there is no standardized process for creating audience segments.
“Why is there no standardized process for creating audience segments?” Because the team hasn't decided on a way to standardize the process as the team introduced new members.
In this example, we can see a few areas that could be optimized to prevent this mistake from happening again. When working through these questions, make sure that everyone who was involved in the situation is present so that you can co-create next steps to avoid the same problem.
A SWOT analysis can help you highlight the strengths and weaknesses of a specific solution. SWOT stands for:
Strength: Why is this specific solution a good fit for this problem?
Weaknesses: What are the weak points of this solution? Is there anything that you can do to strengthen those weaknesses?
Opportunities: What other benefits could arise from implementing this solution?
Threats: Is there anything about this decision that can detrimentally impact your team?
As you identify specific solutions, you can highlight the different strengths, weaknesses, opportunities, and threats of each solution.
This particular problem-solving strategy is good to use when you're narrowing down the answers and need to compare and contrast the differences between different solutions.
After you’ve worked through a tough problem, don't forget to celebrate how far you've come. Not only is this important for your team of problem solvers to see their work in action, but this can also help you become a more efficient, effective , and flexible team. The more problems you tackle together, the more you’ll achieve.
Looking for a tool to help solve problems on your team? Track project implementation with a work management tool like Asana .
To bring the best ideas forward, teams must build psychological safety.
Teams today aren’t just asked to execute tasks: They’re called upon to solve problems. You’d think that many brains working together would mean better solutions, but the reality is that too often problem-solving teams fall victim to inefficiency, conflict, and cautious conclusions. The two charts below will help your team think about how to collaborate better and come up with the best solutions for the thorniest challenges.
Author: Daniel Croft
Daniel Croft is an experienced continuous improvement manager with a Lean Six Sigma Black Belt and a Bachelor's degree in Business Management. With more than ten years of experience applying his skills across various industries, Daniel specializes in optimizing processes and improving efficiency. His approach combines practical experience with a deep understanding of business fundamentals to drive meaningful change.
Whether we realise it or not, problem solving skills are an important part of our daily lives. From resolving a minor annoyance at home to tackling complex business challenges at work, our ability to solve problems has a significant impact on our success and happiness. However, not everyone is naturally gifted at problem-solving, and even those who are can always improve their skills. In this blog post, we will go over the art of effective problem-solving step by step.
You will learn how to define a problem, gather information, assess alternatives, and implement a solution, all while honing your critical thinking and creative problem-solving skills. Whether you’re a seasoned problem solver or just getting started, this guide will arm you with the knowledge and tools you need to face any challenge with confidence. So let’s get started!
Individuals and organisations can use a variety of problem-solving methodologies to address complex challenges. 8D and A3 problem solving techniques are two popular methodologies in the Lean Six Sigma framework.
Methodology of 8D (Eight Discipline) Problem Solving:
The 8D problem solving methodology is a systematic, team-based approach to problem solving. It is a method that guides a team through eight distinct steps to solve a problem in a systematic and comprehensive manner.
The 8D process consists of the following steps:
Download the 8D Problem Solving Template
The A3 problem solving technique is a visual, team-based problem-solving approach that is frequently used in Lean Six Sigma projects. The A3 report is a one-page document that clearly and concisely outlines the problem, root cause analysis, and proposed solution.
The A3 problem-solving procedure consists of the following steps:
Subsequently, in the Lean Six Sigma framework, the 8D and A3 problem solving methodologies are two popular approaches to problem solving. Both methodologies provide a structured, team-based problem-solving approach that guides individuals through a comprehensive and systematic process of identifying, analysing, and resolving problems in an effective and efficient manner.
The definition of the problem is the first step in effective problem solving. This may appear to be a simple task, but it is actually quite difficult. This is because problems are frequently complex and multi-layered, making it easy to confuse symptoms with the underlying cause. To avoid this pitfall, it is critical to thoroughly understand the problem.
To begin, ask yourself some clarifying questions:
Answering these questions will assist you in determining the scope of the problem. However, simply describing the problem is not always sufficient; you must also identify the root cause. The root cause is the underlying cause of the problem and is usually the key to resolving it permanently.
Try asking “why” questions to find the root cause:
By repeatedly asking “ why ,” you’ll eventually get to the bottom of the problem. This is an important step in the problem-solving process because it ensures that you’re dealing with the root cause rather than just the symptoms.
Once you have a firm grasp on the issue, it is time to divide it into smaller, more manageable chunks. This makes tackling the problem easier and reduces the risk of becoming overwhelmed. For example, if you’re attempting to solve a complex business problem, you might divide it into smaller components like market research, product development, and sales strategies.
To summarise step 1, defining the problem is an important first step in effective problem-solving. You will be able to identify the root cause and break it down into manageable parts if you take the time to thoroughly understand the problem. This will prepare you for the next step in the problem-solving process, which is gathering information and brainstorming ideas.
Gathering information and brainstorming ideas is the next step in effective problem solving. This entails researching the problem and relevant information, collaborating with others, and coming up with a variety of potential solutions. This increases your chances of finding the best solution to the problem.
Begin by researching the problem and relevant information. This could include reading articles, conducting surveys, or consulting with experts. The goal is to collect as much information as possible in order to better understand the problem and possible solutions.
Next, work with others to gather a variety of perspectives. Brainstorming with others can be an excellent way to come up with new and creative ideas. Encourage everyone to share their thoughts and ideas when working in a group, and make an effort to actively listen to what others have to say. Be open to new and unconventional ideas and resist the urge to dismiss them too quickly.
Finally, use brainstorming to generate a wide range of potential solutions. This is the place where you can let your imagination run wild. At this stage, don’t worry about the feasibility or practicality of the solutions; instead, focus on generating as many ideas as possible. Write down everything that comes to mind, no matter how ridiculous or unusual it may appear. This can be done individually or in groups.
Once you’ve compiled a list of potential solutions, it’s time to assess them and select the best one. This is the next step in the problem-solving process, which we’ll go over in greater detail in the following section.
Once you’ve compiled a list of potential solutions, it’s time to assess them and select the best one. This is the third step in effective problem solving, and it entails weighing the advantages and disadvantages of each solution, considering their feasibility and practicability, and selecting the solution that is most likely to solve the problem effectively.
To begin, weigh the advantages and disadvantages of each solution. This will assist you in determining the potential outcomes of each solution and deciding which is the best option. For example, a quick and easy solution may not be the most effective in the long run, whereas a more complex and time-consuming solution may be more effective in solving the problem in the long run.
Consider each solution’s feasibility and practicability. Consider the following:
You’ll be able to tell which solutions are likely to succeed and which aren’t by assessing their feasibility and practicability.
Finally, choose the solution that is most likely to effectively solve the problem. This solution should be based on the criteria you’ve established, such as the advantages and disadvantages of each solution, their feasibility and practicability, and your overall goals.
It is critical to remember that there is no one-size-fits-all solution to problems. What is effective for one person or situation may not be effective for another. This is why it is critical to consider a wide range of solutions and evaluate each one based on its ability to effectively solve the problem.
When you’ve decided on the best solution, it’s time to put it into action. The fourth and final step in effective problem solving is to put the solution into action, monitor its progress, and make any necessary adjustments.
To begin, implement the solution. This may entail delegating tasks, developing a strategy, and allocating resources. Ascertain that everyone involved understands their role and responsibilities in the solution’s implementation.
Next, keep an eye on the solution’s progress. This may entail scheduling regular check-ins, tracking metrics, and soliciting feedback from others. You will be able to identify any potential roadblocks and make any necessary adjustments in a timely manner if you monitor the progress of the solution.
Finally, make any necessary modifications to the solution. This could entail changing the solution, altering the plan of action, or delegating different tasks. Be willing to make changes if they will improve the solution or help it solve the problem more effectively.
It’s important to remember that problem solving is an iterative process, and there may be times when you need to start from scratch. This is especially true if the initial solution does not effectively solve the problem. In these situations, it’s critical to be adaptable and flexible and to keep trying new solutions until you find the one that works best.
To summarise, effective problem solving is a critical skill that can assist individuals and organisations in overcoming challenges and achieving their objectives. Effective problem solving consists of four key steps: defining the problem, generating potential solutions, evaluating alternatives and selecting the best solution, and implementing the solution.
You can increase your chances of success in problem solving by following these steps and considering factors such as the pros and cons of each solution, their feasibility and practicability, and making any necessary adjustments. Furthermore, keep in mind that problem solving is an iterative process, and there may be times when you need to go back to the beginning and restart. Maintain your adaptability and try new solutions until you find the one that works best for you.
Hi im Daniel continuous improvement manager with a Black Belt in Lean Six Sigma and over 10 years of real-world experience across a range sectors, I have a passion for optimizing processes and creating a culture of efficiency. I wanted to create Learn Lean Siigma to be a platform dedicated to Lean Six Sigma and process improvement insights and provide all the guides, tools, techniques and templates I looked for in one place as someone new to the world of Lean Six Sigma and Continuous improvement.
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Improve your problem-solving skills as a Chief Administrative Officer with these tips and techniques. Boost your leadership abilities today.
As a Chief Administrative Officer, your role is crucial in ensuring smooth operations within your organization. A key aspect of your role is problem-solving, which involves identifying, analyzing, and resolving issues that may arise. In order to be an effective problem solver, you need to adopt a problem-solving mindset, enhance your critical thinking and analytical skills, and hone effective communication and collaboration practices. This article will guide you through the steps you can take to improve your problem-solving skills as a Chief Administrative Officer.
As a Chief Administrative Officer, you are responsible for overseeing the administrative functions of your organization. Your role is integral to ensuring the smooth running of your organization, as you are tasked with developing and implementing policies and procedures that contribute to the overall success of the organization.
One of the key responsibilities of a Chief Administrative Officer is managing budgets. You will have to work closely with other members of the organization to ensure that funds are allocated appropriately and that the organization remains financially stable. You will also be responsible for handling staffing, which includes hiring, training, and managing employees. Analyzing data is another important aspect of your role, as you will need to be able to make informed decisions based on the information that you gather.
In addition to managing budgets, handling staffing, and analyzing data, you will also be responsible for negotiating contracts, dealing with legal issues, and overseeing other administrative tasks. With so many responsibilities, it is important to be able to identify and address problems that arise quickly.
One of the biggest challenges that you will face as a Chief Administrative Officer is managing the expectations of various stakeholders. You will need to work closely with other members of the organization, as well as external stakeholders, to ensure that everyone's needs are being met. This can be a difficult task, as different stakeholders may have conflicting priorities and goals.
Effective problem-solving skills are crucial in Administration because they allow you to quickly and efficiently identify issues, analyze the root cause, and develop solutions. By doing so, you can help your organization to be more efficient, productive, and successful.
As a Chief Administrative Officer, you will need to be able to think critically and creatively in order to solve complex problems. You will need to be able to work collaboratively with other members of the organization, as well as external stakeholders, to develop solutions that are effective and sustainable.
Ultimately, the success of your organization will depend on your ability to effectively manage the administrative functions of the organization. By developing your problem-solving skills and staying focused on the key responsibilities of your role, you can help your organization to achieve its goals and thrive in a competitive environment.
A problem-solving mindset involves cultivating a growth mindset, being curious, open to new ideas, and practicing patience and persistence. All of these are essential traits for effective problem-solving.
Problem-solving is a critical skill that is necessary for success in both personal and professional life. Whether you are working on a complex project at work or trying to solve a problem in your personal life, having a problem-solving mindset can make all the difference.
Having a growth mindset means believing that your skills and abilities can be developed and improved with hard work, dedication, and a willingness to learn. A growth mindset opens up possibilities and encourages innovative solutions that may have seemed impossible previously.
When you embrace a growth mindset, you are more likely to take risks and try new things. You are not afraid of failure because you understand that failure is an opportunity to learn and grow. This mindset allows you to approach problems with a positive attitude and a willingness to find solutions.
Cultivating curiosity means questioning assumptions and being open to new and innovative ideas. Having an open mind is key to problem-solving as it allows you to explore different solutions and perspectives.
When you are curious, you are more likely to ask questions and seek out information. This can lead to new insights and ideas that may not have been considered before. Being open to new ideas means that you are willing to consider different perspectives and approaches, which can lead to more creative and effective solutions.
Problem-solving can be a challenging and time-consuming process that requires patience and persistence. When faced with a problem, break it down into manageable steps and take time to evaluate each one thoroughly. Be patient and persistent in your efforts to find a solution.
It is important to remember that problem-solving is not always a linear process. You may encounter setbacks and obstacles along the way, but it is important to stay focused and continue working towards a solution. With patience and persistence, you can overcome even the most challenging problems.
In conclusion, developing a problem-solving mindset is essential for success in both personal and professional life. By embracing a growth mindset, cultivating curiosity and openness to new ideas, and practicing patience and persistence, you can become an effective problem solver who is capable of finding innovative solutions to even the most complex problems.
Critical thinking and analytical skills are essential for effective problem-solving. The ability to ask the right questions, break down complex problems, and evaluate possible solutions are all key components of critical thinking and analytical skills.
Developing critical thinking and analytical skills takes time and effort, but it is a valuable skill set that can be applied in all areas of life. Here are some additional tips to enhance your critical thinking and analytical skills:
Asking the right questions is essential to identifying the root cause of a problem. Be sure to ask open-ended questions that encourage exploration and discovery. It is also important to consider the context of the problem and the different perspectives of those involved.
For example, if you are trying to solve a problem at work, consider the perspectives of your colleagues, supervisors, and customers. By understanding their viewpoints, you can gain a better understanding of the problem and potential solutions.
Breaking down complex problems into smaller manageable steps allows you to analyze each component and identify solutions for each. This process can also help to identify interdependencies between the different components of the problem.
One technique to break down complex problems is to use a mind map. A mind map is a visual tool that helps you organize your thoughts and ideas. Start with the main problem in the center of the map and then branch out to the different components of the problem. This can help you see the big picture and identify potential solutions.
Once you have identified potential solutions, it is important to evaluate and compare them. Consider the advantages and disadvantages of each solution and weigh the potential outcomes. This will help you select the best option to implement.
Another technique to evaluate possible solutions is to use a decision matrix. A decision matrix is a chart that helps you compare different options based on a set of criteria. List the criteria that are important for the decision and then rate each option on a scale of 1-5 for each criterion. Add up the scores for each option to determine the best solution.
By using these techniques to enhance your critical thinking and analytical skills, you can become a more effective problem solver and make better decisions in all areas of your life.
Effective communication and collaboration are crucial in any organization. They are the foundation of problem-solving and can lead to the creation of innovative solutions that benefit everyone. When communication is clear and teams are strong, the exchange of ideas becomes easier, and constructive solutions can arise.
Active listening and empathy are essential components of effective communication. Active listening requires paying attention to the speaker and understanding their perspective. Empathy facilitates understanding and allows for the development of collaborative solutions. By actively listening and showing empathy, you can build stronger relationships with your colleagues, which can lead to better problem-solving and more productive teamwork.
For example, imagine you are working on a project with a colleague who has a different opinion than you. By actively listening to their perspective and showing empathy, you can better understand their point of view. This can lead to a more productive discussion, where you can find a solution that works for both of you.
Clear and concise communication is essential in ensuring that everyone is on the same page when tackling problems. Clear communication ensures that everyone understands what is expected, and concise communication ensures that everyone stays focused on primary goals. When communication is not clear, misunderstandings can occur, leading to confusion and frustration.
For example, imagine you are working on a project where there are multiple tasks to complete. If the communication is not clear, some team members may not understand which tasks they are responsible for, leading to delays and confusion. However, if the communication is clear and concise, everyone will know what is expected of them, and the project can move forward smoothly.
Building a strong team requires understanding the strengths and weaknesses of individuals and managing them accordingly. Encourage teamwork and promote open communication to foster a culture of collaboration that supports problem-solving effectively.
For example, imagine you are the manager of a team working on a project. By understanding the strengths and weaknesses of each team member, you can assign tasks that play to their strengths. This can lead to a more productive team, where everyone is working towards a common goal.
Furthermore, promoting open communication can help build trust among team members. When team members feel comfortable sharing their thoughts and ideas, they are more likely to work together effectively, leading to better problem-solving and more successful projects.
Improving problem-solving skills as a Chief Administrative Officer requires cultivating a problem-solving mindset, enhancing critical thinking and analytical skills, and practicing effective communication and collaboration. By actively working on these areas you can ensure you are well equipped to tackle any challenge that may arise within your organization.
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Everything you need to know about effective problem management
For this section, we will dive into the various techniques employed to find the root cause of a problem in an IT environment.
The problem management process can be mandated with a good service desk tool, but the techniques used for investigation and diagnosis should vary according to the organization. It's recommended that investigation techniques are flexible based on the organization's needs rather than being overly prescriptive.
Since problems can appear in any shape or size, it's impossible to stick to one technique to find a solution every time; instead, using a combination of techniques will yield the best results. A simple LAN connectivity problem might be solved with a quick brainstorming session, but a network or VoIP issue might need a deeper look.
Here are several techniques you can practice in your organization's problem management process.
By establishing a dialogue between departments, you gain various perspectives and new information, generating many potential solutions.
To have a productive brainstorming session, you need a moderator. The moderator handles the following:
Brainstorming sessions are more productive when collaborative problem-solving techniques, such as Ishikawa analysis and the five whys method, are used. These techniques will be discussed later in this section.
The Kepner-Tregoe (K-T) method is a problem-solving and decision-making technique used in many fields due to its step-by-step approach for logically solving a problem. It's well-suited for solving complex problems in both proactive and reactive problem management.
The method follows four processes:
However, problem analysis is the only part that concerns IT problem management, and it consists of five steps.
Identifying what the problem truly is can be a problem in itself. Since problem management is inherently a collaborative effort, having a comprehensive definition of the problem eliminates preconceived notions that any participating member might have, saving a considerable amount of time.
For example, if an organization's automatic data backup on a server has failed, the problem can be defined as:
Failed backup on server
This definition indeed describes the deviation from the normal situation, but it demands more questions and information. A good model of a definition should be unambiguous and easily understood.
To remove ambiguity, the above definition can be updated to:
Data backup on November 15 failed on server #34-C
This definition provides more clarity, and spares employees from redundant questions. Nevertheless, this definition can be further improved. Suppose the cause of the data backup failure can be attributed to an event such as the application of a new patch; then the initial problem analysis would undoubtedly lead to this event.
To save time and effort, let's update the definition to:
Data backup on November 15 failed on server #34-C after application of patch 3.124 by engineer Noah
This detailed definition leaves no room for redundant questions, and provides a good amount of information on where the problem could lie. These extra minutes spent on the initial definition save valuable time and effort, provide a logical sense of direction to analysis, and remove any preconceived notions about the problem.
The next step is to lay out a detailed description of the problem. The K-T method provides the questions that need to be asked on any problem to help identify the possible causes.
The questions below help describe four parts of any problem:
Each of these questions demands two types of answers:
IS: As in, "What is the problem?" or "Where is the problem?"
COULD BE but IS NOT: As in, "Where could the problem be but is not?"
This exercise helps compare and highlight the what, where, when, and how the deviation from normal performance in business processes is happening.
The comparison between normal performance and deviated performance made in the previous step helps in shortlisting the possible causes of the problem. Making a table with all the information in one place can be helpful to make the comparison.
Is | Could be but is not | Differences | Changes | |
---|---|---|---|---|
Server #34-C backup failed after patch 3.124 | Failed backups in other servers with patch 3.124 | New engineer (Noah) applied the patch | New patch procedure followed | |
4th floor server | Basement servers | Normally done by Level 3 engineers | Level 1 engineer applied it | |
November 15, 12:32am | Any other time | None noted | ||
Only on server #34-C | Any other server | None noted |
New possible causes become evident when the information is assembled together. For our example problem, the root cause can be narrowed down to:
Procedural error caused by the inadequate transfer of knowledge by the Level 3 engineers.
Whatever the problem, a sound analysis for possible causes can be done based on relevant comparison.
The penultimate step is to short-list the probable causes and test them before proceeding to the conclusion. Each probable cause should follow this question:
If _______ is the root cause of this problem, does it explain what the problem IS and what the problem COULD BE but IS NOT?
Again, it's beneficial to populate all the information into a table.
Potential root cause | True if | Probable root cause? |
---|---|---|
Server #34-C has a problem | Only server #34-C has been affected | Maybe |
Incorrect procedure | Same procedure affects another server | Probably |
Engineer error | Problem did not reoccur with same procedure | Probably not |
The final step is to eliminate all the improbable causes and provide evidence to the most probable causes. With this verification, it's time to propose a solution to the problem. Without evidence of the possible root cause, the solution should not be attempted.
Ishikawa analysis uses the fishbone framework to enumerate the cause and effects of a problem, and can be used in conjunction with brainstorming sessions and the five whys method. The simplicity in executing RCA using an Ishikawa diagram shouldn't deceive you of its prowess to handle complex problems.
To start the analysis, define the problem and use it as the head of the fishbone. Draw the spine and add the categories that the problem could be originating from as ribs to the fishbone.
Generally, it's easiest to start the categories with the four dimensions of service management: partners, processes, people, and technology. However, these categories can be anything relevant to your problem, environment, organization, or industry.
Once these categories form the ribs of the fishbone, start attaching possible causes to each category. Each possible cause can also branch out to detail the reason for that occurrence. This could lead to a complex diagram of four to five levels of causes and effects, subsequently drilling down to the root cause of the problem.
It's recommended to split up dense ribs into additional ribs as required. Alternatively, merging empty ribs with other suitable ribs keeps the fishbone clean and easy to read. Additionally, you should ensure the ribs are populated with causes, not just symptoms of the problem.
This analysis is again a collaborative effort, and requires a moderator to direct the brainstorming sessions in an effective way. Every participant has the opportunity to engage, providing a comprehensive view of the problem.
The Pareto principle is an observation that approximately 80 percent of effects come from approximately 20 percent of causes. This observation applies to a wide range of subjects, including problem management.
When trying to reduce the number of incidents occurring in an organization, it's highly efficient to apply Pareto analysis before jumping into solving the problems. Pareto analysis prioritizes the causes of incidents, and helps in managing problems based on their impact and probability.
This analysis is carried out by generating a Pareto chart from a Pareto table. A Pareto table consists of the cumulative count of classification of all problems. A Pareto chart is a bar graph showing the cumulative percentage of the frequency of various classification of problems.
To create a Pareto chart, follow the steps given below:
The most important step is to remodel the data into a countable set of classifications and attributes.
Classification | Attribute | ||
---|---|---|---|
Impact | Affects business | Affects department | Affects user |
Priority | Low | High | Urgent |
Category | Network | Hardware assets | Software assets |
Duration | In SLA | Outside SLA | No SLA |
Classification | Attribute | Count | Cumulative | % of contribution |
---|---|---|---|---|
Duration | No SLA | 670 | 1,470 | 38.72% |
Priority | High | 550 | 2,020 | 53.21% |
Duration | Outside SLA | 500 | 2,520 | 66.39% |
Category | Network | 430 | 2,950 | 77.71% |
Priority | Urgent | 300 | 3,250 | 92.73% |
Category | Software assets | 270 | 3,520 | 92.73% |
Category | Hardware assets | 150 | 3,670 | 96.68% |
Impact | Affects department | 80 | 3,750 | 98.79% |
Impact | Affects user | 35 | 3,785 | 99.71% |
Impact | Affects business | 9 | 3,794 | 99.95% |
Duration | In SLA | 2 | 3,796 | 100% |
This chart helps identify the problems that should be solved first to significantly reduce service disruption. This analysis complements the Ishikawa and Kepner-Tregoe methods by providing a way to prioritize the category of problems, while the other methods analyze the root cause.
It's important to remember that the 80/20 rule suggests likely causes, and may be incorrect at times.
Five whys is a straightforward technique for RCA. It defines a problem statement, then repeatedly asks why until the underlying root cause of the problem is discovered. The number of whys doesn't need to be limited to five, but can be based on the problem and the situation.
The five whys technique complements many other problem-solving techniques like the Ishikawa method, Pareto analysis, and the K-T method.
Using the previous example of the data backup failure in a server, let's apply the five whys technique.
Why did the data backup fail in server #32-C? | Due to the application of patch 3.124. |
Why was it due to patch 3.124? | The procedure used was different. |
Why was the procedure different? | A Level 1 engineer was responsible for it. |
Why was the Level 1 engineer responsible? | The Level 3 engineers were busy with a major incident and had improper transfer of knowledge. |
Why was there an improper transfer of knowledge? | There isn't a standardized schedule or format used in the organization. |
The above iterative process reveals the absence of a standardized format, which has led to the problem of data backup failure.
For our purposes, the example above is a simple execution of the method. In a real scenario, the next question depends on the answer to the previous question, so it's imperative to collaborate with stakeholders who have elaborate knowledge of the domain the problem resides in.
By adopting parts of the K-T method along with the five whys technique, such as providing evidence to each answer before validating it with a return question, you can ensure precise analysis during problem-solving sessions.
Apart from the five major techniques, there are still numerous others, each with their own unique strengths. Overall, problem investigation is carried out using a combination of techniques suitable for the situation. Some other techniques that are prevalent in the problem management community are chronological testing, fault tree analysis, the fault isolation method, hypothesis testing, and pain value analysis. It's worth taking the time to learn many techniques as your organization's problem management process matures.
You have made it so far! In our penultimate part of the six-part series, you will learn about the best practices of problem management that can help you jump past any hurdles during your problem management journey.
Reactive vs Proactive problem management
Problem management best practices
Assess your incident response readiness to kick-start your problem management journey
The zeroth step in the journey towards proactive problem management is establishing a robust incident management process in your IT environment. Discover how Zoho, our parent company, handles the spectrum of incidents thrown at it year over year and assess your incident management readiness at an enterprise scale.
Download a free copy of our incident management handbook and a best practice checklist to review your problem management solution.
Problem management feature checklist
IT incident management handbook
As you look for jobs—particularly admin jobs such as executive assistant or office manager—you may see that employers are looking for administrative skills. And for good reason: Businesses can’t run without them. “Focusing on administrative skills can transform average companies and employees into exceptional ones,” says Muse career coach Neely Raffellini .
But what are administrative skills? Who really needs them? (Short answer: everyone.) How do you improve yours? And how do you show employers that you have them in a job search?
Administrative skills are the abilities you need to perform tasks that keep any type of business running. They “are the foundational tools that help you complete your job responsibilities,” says Muse career coach Anne Kelly . In other words, administrative skills allow you to do the tasks that support you in getting your work done. For example, scheduling meetings, writing emails, and maintaining office supply levels are all administrative skills.
Administrative positions rely primarily on administrative skills, of course, but every job requires the use of administrative skills in some capacity. For example, in order to complete their design work, a graphic designer may need to communicate with clients, schedule a meeting with stakeholders, use project management software, plan how they’re going to allot their time in a given week, and organize multiple versions of a design on their computer. If you’re trying to identify when you use administrative skills in your own job, think of those tasks you need to do, not necessarily the ones you want to do, Kelly says.
Administrative skills are helpful not only for getting your individual job done well, but also for ensuring your team and organization’s success as a whole. They “create a structure so that the company and its employees can function,” Raffellini says. “The system they create helps everything (and everyone!) perform at the highest level.”
Any skill that helps support your own work or the operation of your company could be an administrative skill, but here are some of the most common categories of administrative skills—and examples that fall under each category.
Communication skills are all of the abilities that help you share information with others, both inside and outside of your company. They ensure everyone (yourself included) has the knowledge they need to do their job, is informed of any changes, can give and receive feedback, and is able to complete a number of other vital professional functions. Administrative communication skills can be used in verbal, nonverbal, written, and visual forms of communication and are needed in virtually every job.
Here are a few examples:
Read More: Your Communication Skills Matter for Every Job—Here’s How to Use, Improve, and Show Off Yours
Organizational skills help you arrange your physical and digital space as well as your time, resources, and mental bandwidth, so that you can complete tasks as efficiently as possible. If you’re an administrative assistant, for example, you may need to organize office supplies, files, phone and email messages, or travel plans.
Some example of administrative organizational skills are:
Read More: Your Guide to Organizational Skills on the Job—and During the Job Hunt
Time management skills are a subset of organizational skills, but they’re especially important. Time management skills help you plan your time, be more efficient, and accomplish everything you need to at work. They also ensure that everyone on a team or in an office is respecting the time of others.
Some examples of administrative time management skills are:
Read More: These Time Management Skills Can Make You a Better Employee—and Improve Your Work-Life Balance
Technical skills are the knowledge and ability to perform specific tasks, especially those that require computers or other equipment or software. Even if you’re not in what you’d consider a “tech” role or working for a tech company, these skills are vital. Administrative technical skills help employees communicate; track progress, data, and information; troubleshoot minor issues; create presentations; and maintain efficiency, to name just a few. During the COVID-19 pandemic, technical skills became even more important since most work had to be completed online using various collaboration and other tools.
A few examples of technical administrative skills are:
Read More: What Are Technical Skills and How Should You Include Them On Your Resume? (Plus a List of Examples)
No matter what your job is, you’ll come up against unexpected hurdles and challenges. Problem-solving skills help you figure out what to do next. For example, if you’re an executive assistant whose manager is suddenly going to miss an important meeting because of a flight delay, you might brainstorm solutions, analyze the possible options, and make a decision about how to proceed. And it's important to be able to handle challenges without always going to your manager—though you do want to recognize when you need help solving a problem.
Read More: How to Improve Your Problem-Solving Skills (and Show Them Off in Your Job Hunt)
Any skill can be improved, and administrative skills are no exception. Here are a few tips for improving yours:
Now that you know what administrative skills you have or need to have, here’s how to show them off to potential employers.
Closely read the job description of any opening you apply to and note which administrative skills are mentioned explicitly either in the requirements or the job duties. These are the skills employers will be looking for and they’re the ones you should highlight. For basic administrative skills, make sure you’re not taking up valuable resume space by listing qualifications the employer didn’t ask for, even if you think you’ll need them. For example, technical skills like typing, using Microsoft Office, and emailing don’t need to be in your application materials unless they’re mentioned in the job description.
Employers are interested in the results of your skills more than the fact that you have them, Raffellini says. “The best way to showcase administrative skills is by providing specific examples” on your resume and cover letter . For example, think of times you’ve made a difference. Have you saved time or money? Created a new process or system? Solved a big issue? Under your work experience on your resume, write strong, quantified bullet points that show how you’ve used your skills to make things better for your employers and list any hard skills again in your skills section . You can bring up skills that are especially crucial in a cover letter by giving a more detailed example of how you’ve successfully used them.
Beyond your application materials, show off your administrative skills at every step of the hiring process. For example, follow instructions for submitting your application, Kelly says. Write professional emails , answer the phone politely, and practice with any tech you’ll use in a video interview beforehand. Any part of the interview process that might resemble your day-to-day job duties is a chance to show potential employers what you can do.
Harvard Business School Online's Business Insights Blog provides the career insights you need to achieve your goals and gain confidence in your business skills.
Any organization offering a product or service is in the business of solving problems.
Whether providing medical care to address health issues or quick convenience to those hungry for dinner, a business’s purpose is to satisfy customer needs .
In addition to solving customers’ problems, you’ll undoubtedly encounter challenges within your organization as it evolves to meet customer needs. You’re likely to experience growing pains in the form of missed targets, unattained goals, and team disagreements.
Yet, the ubiquity of problems doesn’t have to be discouraging; with the right frameworks and tools, you can build the skills to solve consumers' and your organization’s most challenging issues.
Here’s a primer on problem-solving in business, why it’s important, the skills you need, and how to build them.
Access your free e-book today.
Problem-solving is the process of systematically removing barriers that prevent you or others from reaching goals.
Your business removes obstacles in customers’ lives through its products or services, just as you can remove obstacles that keep your team from achieving business goals.
Design thinking , as described by Harvard Business School Dean Srikant Datar in the online course Design Thinking and Innovation , is a human-centered , solutions-based approach to problem-solving and innovation. Originally created for product design, design thinking’s use case has evolved . It’s now used to solve internal business problems, too.
The design thinking process has four stages :
Using this framework, you can generate innovative ideas that wouldn’t have surfaced otherwise.
Another, less structured approach to challenges is creative problem-solving , which employs a series of exercises to explore open-ended solutions and develop new perspectives. This is especially useful when a problem’s root cause has yet to be defined.
You can use creative problem-solving tools in design thinking’s “ideate” stage, which include:
It can be tempting to fall back on how problems have been solved before, especially if they worked well. However, if you’re striving for innovation, relying on existing systems can stunt your company’s growth.
Related: How to Be a More Creative Problem-Solver at Work: 8 Tips
While obstacles’ specifics vary between industries, strong problem-solving skills are crucial for leaders in any field.
Whether building a new product or dealing with internal issues, you’re bound to come up against challenges. Having frameworks and tools at your disposal when they arise can turn issues into opportunities.
As a leader, it’s rarely your responsibility to solve a problem single-handedly, so it’s crucial to know how to empower employees to work together to find the best solution.
Your job is to guide them through each step of the framework and set the parameters and prompts within which they can be creative. Then, you can develop a list of ideas together, test the best ones, and implement the chosen solution.
Related: 5 Design Thinking Skills for Business Professionals
1. problem framing.
One key skill for any leader is framing problems in a way that makes sense for their organization. Problem framing is defined in Design Thinking and Innovation as determining the scope, context, and perspective of the problem you’re trying to solve.
“Before you begin to generate solutions for your problem, you must always think hard about how you’re going to frame that problem,” Datar says in the course.
For instance, imagine you work for a company that sells children’s sneakers, and sales have plummeted. When framing the problem, consider:
While there’s no one right way to frame a problem, how you do can impact the solutions you generate. It’s imperative to accurately frame problems to align with organizational priorities and ensure your team generates useful ideas for your firm.
To solve a problem, you need to empathize with those impacted by it. Empathy is the ability to understand others’ emotions and experiences. While many believe empathy is a fixed trait, it’s a skill you can strengthen through practice.
When confronted with a problem, consider whom it impacts. Returning to the children’s sneaker example, think of who’s affected:
Empathy is required to get to the problem’s root and consider each group’s perspective. Assuming someone’s perspective often isn’t accurate, so the best way to get that information is by collecting user feedback.
For instance, if you asked customers who typically buy your children’s sneakers why they’ve stopped, they could say, “A new brand of children’s sneakers came onto the market that have soles with more traction. I want my child to be as safe as possible, so I bought those instead.”
When someone shares their feelings and experiences, you have an opportunity to empathize with them. This can yield solutions to their problem that directly address its root and shows you care. In this case, you may design a new line of children’s sneakers with extremely grippy soles for added safety, knowing that’s what your customers care most about.
Related: 3 Effective Methods for Assessing Customer Needs
Cognitive fixedness is a state of mind in which you examine situations through the lens of past experiences. This locks you into one mindset rather than allowing you to consider alternative possibilities.
For instance, your cognitive fixedness may make you think rubber is the only material for sneaker treads. What else could you use? Is there a grippier alternative you haven’t considered?
Problem-solving is all about overcoming cognitive fixedness. You not only need to foster this skill in yourself but among your team.
As a leader, it’s your job to create an environment conducive to problem-solving. In a psychologically safe environment, all team members feel comfortable bringing ideas to the table, which are likely influenced by their personal opinions and experiences.
If employees are penalized for “bad” ideas or chastised for questioning long-held procedures and systems, innovation has no place to take root.
By employing the design thinking framework and creative problem-solving exercises, you can foster a setting in which your team feels comfortable sharing ideas and new, innovative solutions can grow.
The most obvious answer to how to build your problem-solving skills is perhaps the most intimidating: You must practice.
Again and again, you’ll encounter challenges, use creative problem-solving tools and design thinking frameworks, and assess results to learn what to do differently next time.
While most of your practice will occur within your organization, you can learn in a lower-stakes setting by taking an online course, such as Design Thinking and Innovation . Datar guides you through each tool and framework, presenting real-world business examples to help you envision how you would approach the same types of problems in your organization.
Are you interested in uncovering innovative solutions for your organization’s business problems? Explore Design Thinking and Innovation —one of our online entrepreneurship and innovation courses —to learn how to leverage proven frameworks and tools to solve challenges. Not sure which course is right for you? Download our free flowchart .
In this episode of the McKinsey Podcast , Simon London speaks with Charles Conn, CEO of venture-capital firm Oxford Sciences Innovation, and McKinsey senior partner Hugo Sarrazin about the complexities of different problem-solving strategies.
Podcast transcript
Simon London: Hello, and welcome to this episode of the McKinsey Podcast , with me, Simon London. What’s the number-one skill you need to succeed professionally? Salesmanship, perhaps? Or a facility with statistics? Or maybe the ability to communicate crisply and clearly? Many would argue that at the very top of the list comes problem solving: that is, the ability to think through and come up with an optimal course of action to address any complex challenge—in business, in public policy, or indeed in life.
Looked at this way, it’s no surprise that McKinsey takes problem solving very seriously, testing for it during the recruiting process and then honing it, in McKinsey consultants, through immersion in a structured seven-step method. To discuss the art of problem solving, I sat down in California with McKinsey senior partner Hugo Sarrazin and also with Charles Conn. Charles is a former McKinsey partner, entrepreneur, executive, and coauthor of the book Bulletproof Problem Solving: The One Skill That Changes Everything [John Wiley & Sons, 2018].
Charles and Hugo, welcome to the podcast. Thank you for being here.
Hugo Sarrazin: Our pleasure.
Charles Conn: It’s terrific to be here.
Simon London: Problem solving is a really interesting piece of terminology. It could mean so many different things. I have a son who’s a teenage climber. They talk about solving problems. Climbing is problem solving. Charles, when you talk about problem solving, what are you talking about?
Charles Conn: For me, problem solving is the answer to the question “What should I do?” It’s interesting when there’s uncertainty and complexity, and when it’s meaningful because there are consequences. Your son’s climbing is a perfect example. There are consequences, and it’s complicated, and there’s uncertainty—can he make that grab? I think we can apply that same frame almost at any level. You can think about questions like “What town would I like to live in?” or “Should I put solar panels on my roof?”
You might think that’s a funny thing to apply problem solving to, but in my mind it’s not fundamentally different from business problem solving, which answers the question “What should my strategy be?” Or problem solving at the policy level: “How do we combat climate change?” “Should I support the local school bond?” I think these are all part and parcel of the same type of question, “What should I do?”
I’m a big fan of structured problem solving. By following steps, we can more clearly understand what problem it is we’re solving, what are the components of the problem that we’re solving, which components are the most important ones for us to pay attention to, which analytic techniques we should apply to those, and how we can synthesize what we’ve learned back into a compelling story. That’s all it is, at its heart.
I think sometimes when people think about seven steps, they assume that there’s a rigidity to this. That’s not it at all. It’s actually to give you the scope for creativity, which often doesn’t exist when your problem solving is muddled.
Simon London: You were just talking about the seven-step process. That’s what’s written down in the book, but it’s a very McKinsey process as well. Without getting too deep into the weeds, let’s go through the steps, one by one. You were just talking about problem definition as being a particularly important thing to get right first. That’s the first step. Hugo, tell us about that.
Hugo Sarrazin: It is surprising how often people jump past this step and make a bunch of assumptions. The most powerful thing is to step back and ask the basic questions—“What are we trying to solve? What are the constraints that exist? What are the dependencies?” Let’s make those explicit and really push the thinking and defining. At McKinsey, we spend an enormous amount of time in writing that little statement, and the statement, if you’re a logic purist, is great. You debate. “Is it an ‘or’? Is it an ‘and’? What’s the action verb?” Because all these specific words help you get to the heart of what matters.
Simon London: So this is a concise problem statement.
Hugo Sarrazin: Yeah. It’s not like “Can we grow in Japan?” That’s interesting, but it is “What, specifically, are we trying to uncover in the growth of a product in Japan? Or a segment in Japan? Or a channel in Japan?” When you spend an enormous amount of time, in the first meeting of the different stakeholders, debating this and having different people put forward what they think the problem definition is, you realize that people have completely different views of why they’re here. That, to me, is the most important step.
Charles Conn: I would agree with that. For me, the problem context is critical. When we understand “What are the forces acting upon your decision maker? How quickly is the answer needed? With what precision is the answer needed? Are there areas that are off limits or areas where we would particularly like to find our solution? Is the decision maker open to exploring other areas?” then you not only become more efficient, and move toward what we call the critical path in problem solving, but you also make it so much more likely that you’re not going to waste your time or your decision maker’s time.
How often do especially bright young people run off with half of the idea about what the problem is and start collecting data and start building models—only to discover that they’ve really gone off half-cocked.
Hugo Sarrazin: Yeah.
Charles Conn: And in the wrong direction.
Simon London: OK. So step one—and there is a real art and a structure to it—is define the problem. Step two, Charles?
Charles Conn: My favorite step is step two, which is to use logic trees to disaggregate the problem. Every problem we’re solving has some complexity and some uncertainty in it. The only way that we can really get our team working on the problem is to take the problem apart into logical pieces.
What we find, of course, is that the way to disaggregate the problem often gives you an insight into the answer to the problem quite quickly. I love to do two or three different cuts at it, each one giving a bit of a different insight into what might be going wrong. By doing sensible disaggregations, using logic trees, we can figure out which parts of the problem we should be looking at, and we can assign those different parts to team members.
Simon London: What’s a good example of a logic tree on a sort of ratable problem?
Charles Conn: Maybe the easiest one is the classic profit tree. Almost in every business that I would take a look at, I would start with a profit or return-on-assets tree. In its simplest form, you have the components of revenue, which are price and quantity, and the components of cost, which are cost and quantity. Each of those can be broken out. Cost can be broken into variable cost and fixed cost. The components of price can be broken into what your pricing scheme is. That simple tree often provides insight into what’s going on in a business or what the difference is between that business and the competitors.
If we add the leg, which is “What’s the asset base or investment element?”—so profit divided by assets—then we can ask the question “Is the business using its investments sensibly?” whether that’s in stores or in manufacturing or in transportation assets. I hope we can see just how simple this is, even though we’re describing it in words.
When I went to work with Gordon Moore at the Moore Foundation, the problem that he asked us to look at was “How can we save Pacific salmon?” Now, that sounds like an impossible question, but it was amenable to precisely the same type of disaggregation and allowed us to organize what became a 15-year effort to improve the likelihood of good outcomes for Pacific salmon.
Simon London: Now, is there a danger that your logic tree can be impossibly large? This, I think, brings us onto the third step in the process, which is that you have to prioritize.
Charles Conn: Absolutely. The third step, which we also emphasize, along with good problem definition, is rigorous prioritization—we ask the questions “How important is this lever or this branch of the tree in the overall outcome that we seek to achieve? How much can I move that lever?” Obviously, we try and focus our efforts on ones that have a big impact on the problem and the ones that we have the ability to change. With salmon, ocean conditions turned out to be a big lever, but not one that we could adjust. We focused our attention on fish habitats and fish-harvesting practices, which were big levers that we could affect.
People spend a lot of time arguing about branches that are either not important or that none of us can change. We see it in the public square. When we deal with questions at the policy level—“Should you support the death penalty?” “How do we affect climate change?” “How can we uncover the causes and address homelessness?”—it’s even more important that we’re focusing on levers that are big and movable.
Simon London: Let’s move swiftly on to step four. You’ve defined your problem, you disaggregate it, you prioritize where you want to analyze—what you want to really look at hard. Then you got to the work plan. Now, what does that mean in practice?
Hugo Sarrazin: Depending on what you’ve prioritized, there are many things you could do. It could be breaking the work among the team members so that people have a clear piece of the work to do. It could be defining the specific analyses that need to get done and executed, and being clear on time lines. There’s always a level-one answer, there’s a level-two answer, there’s a level-three answer. Without being too flippant, I can solve any problem during a good dinner with wine. It won’t have a whole lot of backing.
Simon London: Not going to have a lot of depth to it.
Hugo Sarrazin: No, but it may be useful as a starting point. If the stakes are not that high, that could be OK. If it’s really high stakes, you may need level three and have the whole model validated in three different ways. You need to find a work plan that reflects the level of precision, the time frame you have, and the stakeholders you need to bring along in the exercise.
Charles Conn: I love the way you’ve described that, because, again, some people think of problem solving as a linear thing, but of course what’s critical is that it’s iterative. As you say, you can solve the problem in one day or even one hour.
Charles Conn: We encourage our teams everywhere to do that. We call it the one-day answer or the one-hour answer. In work planning, we’re always iterating. Every time you see a 50-page work plan that stretches out to three months, you know it’s wrong. It will be outmoded very quickly by that learning process that you described. Iterative problem solving is a critical part of this. Sometimes, people think work planning sounds dull, but it isn’t. It’s how we know what’s expected of us and when we need to deliver it and how we’re progressing toward the answer. It’s also the place where we can deal with biases. Bias is a feature of every human decision-making process. If we design our team interactions intelligently, we can avoid the worst sort of biases.
Simon London: Here we’re talking about cognitive biases primarily, right? It’s not that I’m biased against you because of your accent or something. These are the cognitive biases that behavioral sciences have shown we all carry around, things like anchoring, overoptimism—these kinds of things.
Both: Yeah.
Charles Conn: Availability bias is the one that I’m always alert to. You think you’ve seen the problem before, and therefore what’s available is your previous conception of it—and we have to be most careful about that. In any human setting, we also have to be careful about biases that are based on hierarchies, sometimes called sunflower bias. I’m sure, Hugo, with your teams, you make sure that the youngest team members speak first. Not the oldest team members, because it’s easy for people to look at who’s senior and alter their own creative approaches.
Hugo Sarrazin: It’s helpful, at that moment—if someone is asserting a point of view—to ask the question “This was true in what context?” You’re trying to apply something that worked in one context to a different one. That can be deadly if the context has changed, and that’s why organizations struggle to change. You promote all these people because they did something that worked well in the past, and then there’s a disruption in the industry, and they keep doing what got them promoted even though the context has changed.
Simon London: Right. Right.
Hugo Sarrazin: So it’s the same thing in problem solving.
Charles Conn: And it’s why diversity in our teams is so important. It’s one of the best things about the world that we’re in now. We’re likely to have people from different socioeconomic, ethnic, and national backgrounds, each of whom sees problems from a slightly different perspective. It is therefore much more likely that the team will uncover a truly creative and clever approach to problem solving.
Simon London: Let’s move on to step five. You’ve done your work plan. Now you’ve actually got to do the analysis. The thing that strikes me here is that the range of tools that we have at our disposal now, of course, is just huge, particularly with advances in computation, advanced analytics. There’s so many things that you can apply here. Just talk about the analysis stage. How do you pick the right tools?
Charles Conn: For me, the most important thing is that we start with simple heuristics and explanatory statistics before we go off and use the big-gun tools. We need to understand the shape and scope of our problem before we start applying these massive and complex analytical approaches.
Simon London: Would you agree with that?
Hugo Sarrazin: I agree. I think there are so many wonderful heuristics. You need to start there before you go deep into the modeling exercise. There’s an interesting dynamic that’s happening, though. In some cases, for some types of problems, it is even better to set yourself up to maximize your learning. Your problem-solving methodology is test and learn, test and learn, test and learn, and iterate. That is a heuristic in itself, the A/B testing that is used in many parts of the world. So that’s a problem-solving methodology. It’s nothing different. It just uses technology and feedback loops in a fast way. The other one is exploratory data analysis. When you’re dealing with a large-scale problem, and there’s so much data, I can get to the heuristics that Charles was talking about through very clever visualization of data.
You test with your data. You need to set up an environment to do so, but don’t get caught up in neural-network modeling immediately. You’re testing, you’re checking—“Is the data right? Is it sound? Does it make sense?”—before you launch too far.
Simon London: You do hear these ideas—that if you have a big enough data set and enough algorithms, they’re going to find things that you just wouldn’t have spotted, find solutions that maybe you wouldn’t have thought of. Does machine learning sort of revolutionize the problem-solving process? Or are these actually just other tools in the toolbox for structured problem solving?
Charles Conn: It can be revolutionary. There are some areas in which the pattern recognition of large data sets and good algorithms can help us see things that we otherwise couldn’t see. But I do think it’s terribly important we don’t think that this particular technique is a substitute for superb problem solving, starting with good problem definition. Many people use machine learning without understanding algorithms that themselves can have biases built into them. Just as 20 years ago, when we were doing statistical analysis, we knew that we needed good model definition, we still need a good understanding of our algorithms and really good problem definition before we launch off into big data sets and unknown algorithms.
Simon London: Step six. You’ve done your analysis.
Charles Conn: I take six and seven together, and this is the place where young problem solvers often make a mistake. They’ve got their analysis, and they assume that’s the answer, and of course it isn’t the answer. The ability to synthesize the pieces that came out of the analysis and begin to weave those into a story that helps people answer the question “What should I do?” This is back to where we started. If we can’t synthesize, and we can’t tell a story, then our decision maker can’t find the answer to “What should I do?”
Simon London: But, again, these final steps are about motivating people to action, right?
Charles Conn: Yeah.
Simon London: I am slightly torn about the nomenclature of problem solving because it’s on paper, right? Until you motivate people to action, you actually haven’t solved anything.
Charles Conn: I love this question because I think decision-making theory, without a bias to action, is a waste of time. Everything in how I approach this is to help people take action that makes the world better.
Simon London: Hence, these are absolutely critical steps. If you don’t do this well, you’ve just got a bunch of analysis.
Charles Conn: We end up in exactly the same place where we started, which is people speaking across each other, past each other in the public square, rather than actually working together, shoulder to shoulder, to crack these important problems.
Simon London: In the real world, we have a lot of uncertainty—arguably, increasing uncertainty. How do good problem solvers deal with that?
Hugo Sarrazin: At every step of the process. In the problem definition, when you’re defining the context, you need to understand those sources of uncertainty and whether they’re important or not important. It becomes important in the definition of the tree.
You need to think carefully about the branches of the tree that are more certain and less certain as you define them. They don’t have equal weight just because they’ve got equal space on the page. Then, when you’re prioritizing, your prioritization approach may put more emphasis on things that have low probability but huge impact—or, vice versa, may put a lot of priority on things that are very likely and, hopefully, have a reasonable impact. You can introduce that along the way. When you come back to the synthesis, you just need to be nuanced about what you’re understanding, the likelihood.
Often, people lack humility in the way they make their recommendations: “This is the answer.” They’re very precise, and I think we would all be well-served to say, “This is a likely answer under the following sets of conditions” and then make the level of uncertainty clearer, if that is appropriate. It doesn’t mean you’re always in the gray zone; it doesn’t mean you don’t have a point of view. It just means that you can be explicit about the certainty of your answer when you make that recommendation.
Simon London: So it sounds like there is an underlying principle: “Acknowledge and embrace the uncertainty. Don’t pretend that it isn’t there. Be very clear about what the uncertainties are up front, and then build that into every step of the process.”
Hugo Sarrazin: Every step of the process.
Simon London: Yeah. We have just walked through a particular structured methodology for problem solving. But, of course, this is not the only structured methodology for problem solving. One that is also very well-known is design thinking, which comes at things very differently. So, Hugo, I know you have worked with a lot of designers. Just give us a very quick summary. Design thinking—what is it, and how does it relate?
Hugo Sarrazin: It starts with an incredible amount of empathy for the user and uses that to define the problem. It does pause and go out in the wild and spend an enormous amount of time seeing how people interact with objects, seeing the experience they’re getting, seeing the pain points or joy—and uses that to infer and define the problem.
Simon London: Problem definition, but out in the world.
Hugo Sarrazin: With an enormous amount of empathy. There’s a huge emphasis on empathy. Traditional, more classic problem solving is you define the problem based on an understanding of the situation. This one almost presupposes that we don’t know the problem until we go see it. The second thing is you need to come up with multiple scenarios or answers or ideas or concepts, and there’s a lot of divergent thinking initially. That’s slightly different, versus the prioritization, but not for long. Eventually, you need to kind of say, “OK, I’m going to converge again.” Then you go and you bring things back to the customer and get feedback and iterate. Then you rinse and repeat, rinse and repeat. There’s a lot of tactile building, along the way, of prototypes and things like that. It’s very iterative.
Simon London: So, Charles, are these complements or are these alternatives?
Charles Conn: I think they’re entirely complementary, and I think Hugo’s description is perfect. When we do problem definition well in classic problem solving, we are demonstrating the kind of empathy, at the very beginning of our problem, that design thinking asks us to approach. When we ideate—and that’s very similar to the disaggregation, prioritization, and work-planning steps—we do precisely the same thing, and often we use contrasting teams, so that we do have divergent thinking. The best teams allow divergent thinking to bump them off whatever their initial biases in problem solving are. For me, design thinking gives us a constant reminder of creativity, empathy, and the tactile nature of problem solving, but it’s absolutely complementary, not alternative.
Simon London: I think, in a world of cross-functional teams, an interesting question is do people with design-thinking backgrounds really work well together with classical problem solvers? How do you make that chemistry happen?
Hugo Sarrazin: Yeah, it is not easy when people have spent an enormous amount of time seeped in design thinking or user-centric design, whichever word you want to use. If the person who’s applying classic problem-solving methodology is very rigid and mechanical in the way they’re doing it, there could be an enormous amount of tension. If there’s not clarity in the role and not clarity in the process, I think having the two together can be, sometimes, problematic.
The second thing that happens often is that the artifacts the two methodologies try to gravitate toward can be different. Classic problem solving often gravitates toward a model; design thinking migrates toward a prototype. Rather than writing a big deck with all my supporting evidence, they’ll bring an example, a thing, and that feels different. Then you spend your time differently to achieve those two end products, so that’s another source of friction.
Now, I still think it can be an incredibly powerful thing to have the two—if there are the right people with the right mind-set, if there is a team that is explicit about the roles, if we’re clear about the kind of outcomes we are attempting to bring forward. There’s an enormous amount of collaborativeness and respect.
Simon London: But they have to respect each other’s methodology and be prepared to flex, maybe, a little bit, in how this process is going to work.
Hugo Sarrazin: Absolutely.
Simon London: The other area where, it strikes me, there could be a little bit of a different sort of friction is this whole concept of the day-one answer, which is what we were just talking about in classical problem solving. Now, you know that this is probably not going to be your final answer, but that’s how you begin to structure the problem. Whereas I would imagine your design thinkers—no, they’re going off to do their ethnographic research and get out into the field, potentially for a long time, before they come back with at least an initial hypothesis.
Hugo Sarrazin: That is a great callout, and that’s another difference. Designers typically will like to soak into the situation and avoid converging too quickly. There’s optionality and exploring different options. There’s a strong belief that keeps the solution space wide enough that you can come up with more radical ideas. If there’s a large design team or many designers on the team, and you come on Friday and say, “What’s our week-one answer?” they’re going to struggle. They’re not going to be comfortable, naturally, to give that answer. It doesn’t mean they don’t have an answer; it’s just not where they are in their thinking process.
Simon London: I think we are, sadly, out of time for today. But Charles and Hugo, thank you so much.
Charles Conn: It was a pleasure to be here, Simon.
Hugo Sarrazin: It was a pleasure. Thank you.
Simon London: And thanks, as always, to you, our listeners, for tuning into this episode of the McKinsey Podcast . If you want to learn more about problem solving, you can find the book, Bulletproof Problem Solving: The One Skill That Changes Everything , online or order it through your local bookstore. To learn more about McKinsey, you can of course find us at McKinsey.com.
Charles Conn is CEO of Oxford Sciences Innovation and an alumnus of McKinsey’s Sydney office. Hugo Sarrazin is a senior partner in the Silicon Valley office, where Simon London, a member of McKinsey Publishing, is also based.
Related articles.
%t min read | by David Both (Sudoer alumni)
Photo by Robin Schreiner from Pexels
In the previous article, 4 problem-solving strategies for sysadmins , we looked at methods of reasoning about problems that relate to computer hardware and software. We saw that problem-solving approaches like MAPs and other symptom-fix methods have significant limitations. It is also clear that proprietary, closed software systems do not lend themselves to reasoned approaches, while open systems like Linux and open source software, in general, are intimately knowable and thus tractable to reason and logic.
One of the best things that my mentors helped me with was the formulation of a defined reasoning process that I could always use for solving problems of nearly any type. That process, the algorithm, is very closely related to the scientific method and is what we will cover in this article.
During the research for my book, The Linux Philosophy for SysAdmins , I discovered a short article titled, How the Scientific Method Works , that describes the scientific method using a diagram very much like the one I have created for my "five steps of problem-solving."
Solving problems of any kind is art, science, and—some would say—perhaps a bit of magic, too. Solving technical problems, such as those that occur with computers, requires a good deal of specialized knowledge as well. Any approach to solving problems of any nature —including problems with Linux—must include more than just a list of symptoms and the steps necessary to fix or circumvent the problems that caused the symptoms. This so-called "symptom-fix" approach looks good on paper to many managers, but it really sucks in practice. The best way to approach problem-solving is with a large base of knowledge of the subject and a strong methodology.
The five steps of problem-solving
There are five basic steps that are involved in the problem-solving process, as shown in Figure 1. This algorithm is very similar to that of the scientific method but is specifically intended for solving technical problems.
You probably already follow these steps when you troubleshoot a problem but do not even realize it. These steps are universal and apply to solving most any type of problem, not just problems with computers or Linux. I used these steps for years with various types of problems without realizing it. Having them codified for me made me much more effective at solving problems because, when I became stuck, I could review the steps I had taken, verify where I was in the process, and restart at any appropriate step.
You may have heard a couple of other terms applied to problem-solving in the past. The first three steps of this process are also known as problem determination, that is, finding the root cause of the problem. The last two steps are problem resolution, which is actually fixing the problem.
The next sections cover each of these five steps in more detail.
Knowledge of the subject in which you are attempting to solve a problem is the first step. All of the articles I have seen about the scientific method seem to assume this as a prerequisite. However, the acquisition of knowledge is an ongoing process, driven by curiosity and augmented by the knowledge gained from using the scientific method to explore and learn more through experimentation. You must be knowledgeable about Linux at the very least, and furthermore, you must be knowledgeable about the other factors that can interact with and affect Linux. Hardware, the network, and even environmental factors like temperature, humidity, and the electrical environment in which the Linux system operates can affect it.
Knowledge can be gained by reading books and web sites about Linux and those other topics. You can attend classes, seminars, and conferences. You can also set up a number of physical or virtual Linux computers in a networked environment. And, of course, there is much to learn through interaction with other knowledgeable people. You learn when you resolve a problem or discover a new cause for a particular type of problem, even when an attempt to fix a problem results in a temporary failure.
Classes are also valuable in providing us with new information. My personal preference is to play—uh, experiment—with Linux or a particular piece such as networking, name services, DHCP, Chrony, and more. Then I take a class or two to help me internalize the knowledge I have gained.
Remember, "without knowledge, resistance is futile," to paraphrase the Borg. Knowledge is power.
Observation
The second step in solving the problem is to observe its symptoms. It is important to take note of all of the problem symptoms, but also to observe what is working properly. This is not the time to try to fix the problem; merely observe. Another important part of observation is to ask yourself questions about what you see and what you do not see. Aside from the questions you need to ask that are specific to the problem, there are some general questions to ask:
Other questions will reveal themselves as you work to answer these. The important thing to remember here is not these specific questions, but rather to gather as much information as possible. This increases the knowledge you have about this specific problem instance and aids in finding the solution.
As you gather data, never assume that the information obtained from someone else is correct. Observe everything yourself. This can be a major problem if you are working with someone who is at a remote location. Careful questioning is essential, and tools that allow remote access to the system in question are extremely helpful when attempting to confirm the information that you are given.
Tip: When questioning a person at a remote site, never ask leading questions; they will try to be helpful by answering with what they think you want to hear.
At other times the answers you receive will depend upon how much or how little knowledge the person has of Linux and computers in general. When a person knows—or thinks they know—about computers, the answers you receive may contain assumptions that can be difficult to disprove. Rather than ask. "Did you check…," it is better to have the other person actually perform the task required to check the item. And rather than telling the person what they should see, simply have the user explain or describe to you what they do see. Again, remote access to the machine can allow you to confirm the information you are given.
The best problem solvers are those who never take anything for granted. They never assume that the information they have is 100% accurate or complete. When the information you have seems to contradict itself or the symptoms, start over from the beginning as if you have no information at all.
In almost all of the jobs I have had in the computer business, we have always tried to help each other out, and this was true when I was at IBM. I have always been very good at fixing things, and there were times when I would show up to support another CE who was having a particularly difficult time finding the source of a problem. The first thing I would do is assess the situation. I would ask the primary CE what they had done so far to locate the problem. After that, I would start over from the beginning. I always wanted to see the results myself. Many times that paid off because I would observe something that others had missed. In one very strange incident, I fixed a large computer by sitting on it.
This took place while I was an IBM CE in Lima, Ohio, in about 1976. Two of us were installing an IBM System/3, which was smaller than an IBM mainframe, like a 360 or 370, but still large enough to need a room of its own, high voltage power, and significant air cooling.
We had assembled the main CPU and had started to attach the IBM 1403 line printer controller when we ran into the problem. The printer controller was contained in a slightly lower than desktop-height unit to the left of the CPU. That nice large work surface is just the right height to sit on.
We had just bolted the printer controller to the frame of the CPU and were doing one of the very many checks built into the installation instructions. We connected the leads of an Ohm meter between the frame of the CPU and a specific terminal on the power supply of the printer controller. The result was supposed to be an open circuit, that is, infinite resistance, which would indicate that the hot leads of the power supply were not shorted to the frame. In this case, there was a short—zero resistance—which was bad.
There would not have been a spectacular display of noise and fireworks like you see on TV, but it would have been a problem as it would prevent the computer from powering up. Best to catch this while it was still being assembled rather than later. After an hour of trying to find the problem, we were unable to do so. We called the support center for the System/3 in Boca Raton, Florida, and were guided through several further problem determination steps that were unsuccessful.
A bit frustrated, I sat on the printer control unit. Out of the corner of my eye, I saw the needle on the Ohm meter swing to indicate an open circuit. I mentioned this to the other CE and to Vern in Boca Raton, who would later be one of my own mentors when I went down there for a few years as a Course Development Representative (CSR).
We removed the top, where I had perched, from the controller, and with a bit of luck, found that one of the bolts holding the top to the frame of the printer controller had come loose and fallen into the power supply and caused the short. When I sat on the top of the controller, the frame moved just enough to cause the bolt to no longer make the contact required to produce the short. Removing that loose bolt from the power supply fixed the problem.
Vern, who was responsible for the System/3 support at that time, made some changes to the instructions to cover this problem in case it happened again. He also worked with the manufacturing people to ensure that it did not happen again, putting in place a check to ensure that the bolt was properly tightened during the build process.
The thing to remember is to really observe what is going on in all parts of the system. Pay attention to everything, and don't ignore the slightest clue. Sometimes watching top , htop , glances , or one of the other utilities used to monitor the internal functioning of the kernel or the network can provide a momentary glimpse of something—a clue—that gets us started in the right direction.
And sometimes it takes just a bit of luck, like sitting on the printer control unit.
Use reasoning skills to take the information from your observations of the symptoms, your knowledge to determine a probable cause for the problem. We discussed the different types of reasoning in some detail in my previous article Sysadmin careers: 4 problem-solving strategies . The process of reasoning through your observations of the problem, your knowledge, and your past experience is where art and science combine to produce inspiration, intuition, or some other mystical mental insight into the root cause of the problem.
In some cases, this is a fairly easy process. You can see an error code and look up its meaning from the sources available to you. Or perhaps you observe a symptom that is familiar, and you know what steps might resolve it. You can then apply the vast knowledge you have gained by reading about Linux and the documentation provided with Linux to reason your way to the cause of the problem.
In other cases, it can be a very difficult and lengthy part of the problem determination process. These are the types of cases that can be the most difficult—symptoms you have never seen or a problem that is not resolved by any of the methods you have used. It is these difficult ones that require more work and especially more reasoning applied to them.
It helps to remember that the symptom is not the problem. The problem causes the symptom. You want to discover the true problem, not just the symptom.
Now is the time to perform the appropriate repair action. This is usually the simple part. The hard part is what came before—figuring out what to do. After you know the cause of the problem, it is easy to determine the correct repair action to take. The specific action you take will depend upon the cause(s) of the problem.
Remember, we are fixing the root cause, not just trying to get rid of or cover up the symptom.
Make only one change at a time. If there are several actions that can be taken that might correct the cause of a problem, only make the one change or take the one action that is most likely to resolve the root cause. The selection of the corrective action with the highest probability of fixing the problem is what you are trying to do here. Whether it is your own experience telling you which action to take, or the experiences of others, move down the list from highest to lowest probability, one action at a time. Test the results after each action.
After taking some overt repair action, the repair should be tested. This usually means performing the task that failed in the first place, but it could also be a single, simple command that illustrates the problem.
We make a single change, taking one potential corrective action, and then testing the results of that action. This is the only way we can be certain which corrective action fixed the problem. If we were to take several corrective actions and then test one time, there is no way to know which action was responsible for fixing the problem. This is especially important if we want to walk back those ineffective changes we made after finding the solution.
If the repair action has not been successful, you should begin the procedure over again. If there are additional corrective actions you can take, return to that step and continue doing so until you have run out of possibilities or have learned with to a certainty that you are on the wrong track.
Be sure to check the original observed symptoms when testing. It is possible that they have changed due to the action you have taken, and you need to be aware of this in order to make informed decisions during the next iteration of the process. Even if the problem has not been resolved, the altered symptom could be very valuable in determining how to proceed.
As you work through a problem, it will be necessary to iterate through at least some of the steps. If, for example, performing a given corrective action does not resolve the problem, you may need to try another action that has also been known to resolve the problem in the past. Figure 1 shows that you may need to iterate to any previous step in order to continue. It may be necessary to go back to the observation step and gather more information about the problem. I have also found that sometimes it was a good idea to go back to the knowledge step and gather more basic knowledge. This includes reading or rereading manuals and man pages, using search engines, whatever is necessary to gain the knowledge required to continue past the point where I was blocked.
Be flexible, and don't hesitate to step back and start over if nothing else produces some forward progress.
Concluding thoughts
In this article, we have looked at one way to approach fixing problems that applies to many non-technical things as well as to computer hardware and software. What we have discussed here is one algorithm for problem-solving that can be used with the reasoning methodologies we explored in the first article. The flexibility of this particular combination is extremely powerful.
I am not telling you that you "should" use this method. However, if you go all Zen and analyze your own method for solving problems, you will very likely find that it is already very close to the algorithm I describe here. I suggest that you do take the time to analyze your own methods. I think you will find it a productive use of time that will be quite enlightening.
Skills You Need website, Critical Thinking Skills
Wikipedia, Reason
Butte College, Deductive, Inductive, and Abductive Reasoning
Harris, William, How the Scientific Method Works
Both, David, The Linux Philosophy for SysAdmins , Ch23.
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David Both is an open source software and GNU/Linux advocate, trainer, writer, and speaker who lives in Raleigh, NC. He is a strong proponent of and evangelist for the "Linux Philosophy." David has been in the IT industry for over 50 years. More about me
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Published: February 13, 2023
Interview Questions and Answers
Actionable advice from real experts:
Biron Clark
Former Recruiter
Contributor
Dr. Kyle Elliott
Career Coach
Hayley Jukes
Editor-in-Chief
Biron Clark , Former Recruiter
Kyle Elliott , Career Coach
Hayley Jukes , Editor
As a recruiter , I know employers like to hire people who can solve problems and work well under pressure.
A job rarely goes 100% according to plan, so hiring managers are more likely to hire you if you seem like you can handle unexpected challenges while staying calm and logical.
But how do they measure this?
Hiring managers will ask you interview questions about your problem-solving skills, and they might also look for examples of problem-solving on your resume and cover letter.
In this article, I’m going to share a list of problem-solving examples and sample interview answers to questions like, “Give an example of a time you used logic to solve a problem?” and “Describe a time when you had to solve a problem without managerial input. How did you handle it, and what was the result?”
Problem-solving is the ability to identify a problem, prioritize based on gravity and urgency, analyze the root cause, gather relevant information, develop and evaluate viable solutions, decide on the most effective and logical solution, and plan and execute implementation.
Problem-solving encompasses other skills that can be showcased in an interview response and your resume. Problem-solving skills examples include:
Problem-solving is essential in the workplace because it directly impacts productivity and efficiency. Whenever you encounter a problem, tackling it head-on prevents minor issues from escalating into bigger ones that could disrupt the entire workflow.
Beyond maintaining smooth operations, your ability to solve problems fosters innovation. It encourages you to think creatively, finding better ways to achieve goals, which keeps the business competitive and pushes the boundaries of what you can achieve.
Effective problem-solving also contributes to a healthier work environment; it reduces stress by providing clear strategies for overcoming obstacles and builds confidence within teams.
When you answer interview questions about problem-solving scenarios, or if you decide to demonstrate your problem-solving skills in a cover letter (which is a good idea any time the job description mentions problem-solving as a necessary skill), I recommend using the STAR method.
STAR stands for:
It’s a simple way of walking the listener or reader through the story in a way that will make sense to them.
Start by briefly describing the general situation and the task at hand. After this, describe the course of action you chose and why. Ideally, show that you evaluated all the information you could given the time you had, and made a decision based on logic and fact. Finally, describe the positive result you achieved.
Note: Our sample answers below are structured following the STAR formula. Be sure to check them out!
EXPERT ADVICE
Dr. Kyle Elliott , MPA, CHES Tech & Interview Career Coach caffeinatedkyle.com
Before answering any interview question, it’s important to understand why the interviewer is asking the question in the first place.
When it comes to questions about your complex problem-solving experiences, for example, the interviewer likely wants to know about your leadership acumen, collaboration abilities, and communication skills, not the problem itself.
Therefore, your answer should be focused on highlighting how you excelled in each of these areas, not diving into the weeds of the problem itself, which is a common mistake less-experienced interviewees often make.
As a recruiter, one of the top tips I can give you when responding to the prompt “Tell us about a problem you solved,” is to tailor your answer to the specific skills and qualifications outlined in the job description.
Once you’ve pinpointed the skills and key competencies the employer is seeking, craft your response to highlight experiences where you successfully utilized or developed those particular abilities.
For instance, if the job requires strong leadership skills, focus on a problem-solving scenario where you took charge and effectively guided a team toward resolution.
By aligning your answer with the desired skills outlined in the job description, you demonstrate your suitability for the role and show the employer that you understand their needs.
Amanda Augustine expands on this by saying:
“Showcase the specific skills you used to solve the problem. Did it require critical thinking, analytical abilities, or strong collaboration? Highlight the relevant skills the employer is seeking.”
Now, let’s look at some sample interview answers to, “Give me an example of a time you used logic to solve a problem,” or “Tell me about a time you solved a problem,” since you’re likely to hear different versions of this interview question in all sorts of industries.
The example interview responses are structured using the STAR method and are categorized into the top 5 key problem-solving skills recruiters look for in a candidate.
Situation: In my previous role as a data analyst , our team encountered a significant drop in website traffic.
Task: I was tasked with identifying the root cause of the decrease.
Action: I conducted a thorough analysis of website metrics, including traffic sources, user demographics, and page performance. Through my analysis, I discovered a technical issue with our website’s loading speed, causing users to bounce.
Result: By optimizing server response time, compressing images, and minimizing redirects, we saw a 20% increase in traffic within two weeks.
Situation: During a project deadline crunch, our team encountered a major technical issue that threatened to derail our progress.
Task: My task was to assess the situation and devise a solution quickly.
Action: I immediately convened a meeting with the team to brainstorm potential solutions. Instead of panicking, I encouraged everyone to think outside the box and consider unconventional approaches. We analyzed the problem from different angles and weighed the pros and cons of each solution.
Result: By devising a workaround solution, we were able to meet the project deadline, avoiding potential delays that could have cost the company $100,000 in penalties for missing contractual obligations.
Situation: As a project manager , I was faced with a dilemma when two key team members had conflicting opinions on the project direction.
Task: My task was to make a decisive choice that would align with the project goals and maintain team cohesion.
Action: I scheduled a meeting with both team members to understand their perspectives in detail. I listened actively, asked probing questions, and encouraged open dialogue. After carefully weighing the pros and cons of each approach, I made a decision that incorporated elements from both viewpoints.
Result: The decision I made not only resolved the immediate conflict but also led to a stronger sense of collaboration within the team. By valuing input from all team members and making a well-informed decision, we were able to achieve our project objectives efficiently.
Situation: During a cross-functional project, miscommunication between departments was causing delays and misunderstandings.
Task: My task was to improve communication channels and foster better teamwork among team members.
Action: I initiated regular cross-departmental meetings to ensure that everyone was on the same page regarding project goals and timelines. I also implemented a centralized communication platform where team members could share updates, ask questions, and collaborate more effectively.
Result: Streamlining workflows and improving communication channels led to a 30% reduction in project completion time, saving the company $25,000 in operational costs.
Situation: During a challenging sales quarter, I encountered numerous rejections and setbacks while trying to close a major client deal.
Task: My task was to persistently pursue the client and overcome obstacles to secure the deal.
Action: I maintained regular communication with the client, addressing their concerns and demonstrating the value proposition of our product. Despite facing multiple rejections, I remained persistent and resilient, adjusting my approach based on feedback and market dynamics.
Result: After months of perseverance, I successfully closed the deal with the client. By closing the major client deal, I exceeded quarterly sales targets by 25%, resulting in a revenue increase of $250,000 for the company.
Throughout your career, being able to showcase and effectively communicate your problem-solving skills gives you more leverage in achieving better jobs and earning more money .
So to improve your problem-solving skills, I recommend always analyzing a problem and situation before acting.
When discussing problem-solving with employers, you never want to sound like you rush or make impulsive decisions. They want to see fact-based or data-based decisions when you solve problems.
Don’t just say you’re good at solving problems. Show it with specifics. How much did you boost efficiency? Did you save the company money? Adding numbers can really make your achievements stand out.
To get better at solving problems, analyze the outcomes of past solutions you came up with. You can recognize what works and what doesn’t.
Think about how you can improve researching and analyzing a situation, how you can get better at communicating, and deciding on the right people in the organization to talk to and “pull in” to help you if needed, etc.
Finally, practice staying calm even in stressful situations. Take a few minutes to walk outside if needed. Step away from your phone and computer to clear your head. A work problem is rarely so urgent that you cannot take five minutes to think (with the possible exception of safety problems), and you’ll get better outcomes if you solve problems by acting logically instead of rushing to react in a panic.
You can use all of the ideas above to describe your problem-solving skills when asked interview questions about the topic. If you say that you do the things above, employers will be impressed when they assess your problem-solving ability.
About the Author
Biron Clark is a former executive recruiter who has worked individually with hundreds of job seekers, reviewed thousands of resumes and LinkedIn profiles, and recruited for top venture-backed startups and Fortune 500 companies. He has been advising job seekers since 2012 to think differently in their job search and land high-paying, competitive positions. Follow on Twitter and LinkedIn .
Read more articles by Biron Clark
About the Contributor
Kyle Elliott , career coach and mental health advocate, transforms his side hustle into a notable practice, aiding Silicon Valley professionals in maximizing potential. Follow Kyle on LinkedIn .
About the Editor
Hayley Jukes is the Editor-in-Chief at CareerSidekick with five years of experience creating engaging articles, books, and transcripts for diverse platforms and audiences.
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VOALA Helping Our Most Vulnerable Change Their Life Stories
Volunteers of America is a non-profit human services organization committed to serving people in need, strengthening families, and building communities. VOALA provides a variety of social services to Los Angeles area communities such as Head Start programs, Upward Bound college prep programs, veterans� services, homeless shelters, low-income housing program as well as drug and alcohol rehabilitation. Learn more at www.voala.org.
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The Case Manager (Specialist) � Problem Solving Specialist provides intensive housing crisis response and case management services to eligible clients, meeting participants at least weekly. Using active listening techniques, the Case Manager � Problem Solving Specialist is the primary point of contact to coordinate creative resolutions to a housing crisis � locating both temporary and permanent housing. Located at a VOALA shelter, and working is the field as needed, the Case Manager (Specialist) � Problem Solving Specialist focuses on resolving the housing crisis, but can refer to other resources as needed.
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Recognition is about being aware and cognizant that a problem exists. This can also be something like an administrative process you use that no longer works. Here are the steps to take in this stage: 1. Identify the Problem or Issue. Being open to the possibility that a problem exists is the first step.
7. Solution evaluation. 1. Problem identification. The first stage of any problem solving process is to identify the problem (s) you need to solve. This often looks like using group discussions and activities to help a group surface and effectively articulate the challenges they're facing and wish to resolve.
Defer or suspend judgement. Focus on "Yes, and…" rather than "No, but…". According to Carella, "Creative problem solving is the mental process used for generating innovative and imaginative ideas as a solution to a problem or a challenge. Creative problem solving techniques can be pursued by individuals or groups.".
Problem solving is an increasingly important soft skill for those in business. The Future of Jobs Survey by the World Economic Forum drives this point home. According to this report, complex problem solving is identified as one of the top 15 skills that will be sought by employers in 2025, along with other soft skills such as analytical thinking, creativity and leadership.
According to FlexStudy, there are nine steps to a problem-solving process. An administrative professional must: 1.) Recognize an existing problem and acknowledge the possibility of a solution. 2.) Analyze the situation. 3.) Identify certain intangibles and worry points. 4.) Brainstorm for solutions. 5.)
Finding a suitable solution for issues can be accomplished by following the basic four-step problem-solving process and methodology outlined below. Step. Characteristics. 1. Define the problem. Differentiate fact from opinion. Specify underlying causes. Consult each faction involved for information. State the problem specifically.
4 steps to better problem solving. While it might be tempting to dive into a problem head first, take the time to move step by step. Here's how you can effectively break down the problem-solving process with your team: 1. Identify the problem that needs to be solved. One of the easiest ways to identify a problem is to ask questions.
How to Solve Problems. To bring the best ideas forward, teams must build psychological safety. Teams today aren't just asked to execute tasks: They're called upon to solve problems. You'd ...
Step 1 - Define the Problem. The definition of the problem is the first step in effective problem solving. This may appear to be a simple task, but it is actually quite difficult. This is because problems are frequently complex and multi-layered, making it easy to confuse symptoms with the underlying cause.
Practicing Patience and Persistence. Problem-solving can be a challenging and time-consuming process that requires patience and persistence. When faced with a problem, break it down into manageable steps and take time to evaluate each one thoroughly. Be patient and persistent in your efforts to find a solution.
Problem analysis: Connecting cause with effect. Decision analysis: Weighing the alternate options. Potential problem analysis: Anticipating the future. However, problem analysis is the only part that concerns IT problem management, and it consists of five steps.
Problem Definition . Identify problems through problem formulation and questioning. The key is asking the right questions to discover root causes. Brainstorming . During this process, assumptions are uncovered and underlying problems are further revealed. Also, this is an opportunity to collect and analyze data. Selection.
Administrative communication skills can be used in verbal, nonverbal, written, and visual forms of communication and are needed in virtually every job. Here are a few examples: The ability to give and receive feedback. Active listening. Answering and directing calls. Body language awareness.
4 Problem-Solving Skills All Leaders Need. 1. Problem Framing. One key skill for any leader is framing problems in a way that makes sense for their organization. Problem framing is defined in Design Thinking and Innovation as determining the scope, context, and perspective of the problem you're trying to solve.
Here are the seven steps of the rational approach: Define the problem. Identify possible causes. Brainstorm options to solve the problem. Select an option. Create an implementation plan. Execute the plan and monitor the results. Evaluate the solution. Read more: Effective Problem Solving Steps in the Workplace.
Kaizen is a problem-solving method that can be used to help your teams brainstorm ways to be more productive and efficient and to reduce losses. This methodology aims to question staff at all levels, from CEO to assembly line workers, in terms of waste that leads them to a problem: Movement - useless actions.
Looked at this way, it's no surprise that McKinsey takes problem solving very seriously, testing for it during the recruiting process and then honing it, in McKinsey consultants, through immersion in a structured seven-step method. To discuss the art of problem solving, I sat down in California with McKinsey senior partner Hugo Sarrazin and ...
The five steps of problem-solving. There are five basic steps that are involved in the problem-solving process, as shown in Figure 1. This algorithm is very similar to that of the scientific method but is specifically intended for solving technical problems. Figure 1: The five steps of problem-solving.
The example interview responses are structured using the STAR method and are categorized into the top 5 key problem-solving skills recruiters look for in a candidate. 1. Analytical Thinking. Situation: In my previous role as a data analyst, our team encountered a significant drop in website traffic.
The Case Manager (Specialist) - Problem Solving Specialist provides intensive housing crisis response and case management services to eligible clients, meeting participants at least weekly. Using active listening techniques, the Case Manager - Problem Solving Specialist is the primary point of contact to coordinate creative resolutions to a ...