quantitative approach to problem solving

Part I. PROBLEM SOLVING

2. Problem Solving as a Process

Problem solving as a process, what is a problem.

Let’s establish this right away: a problem is an intellectual challenge. Solving a problem is then a process of undertaking and overcoming the challenge.

As we have indicated elsewhere, authentic problems are often poorly-structured and vague. They are not carefully-crafted to yield whole-number answers with a few minutes of symbolic manipulation, like those you typically encounter in school. Authentic problems could take hours, days, or even longer to solve, and you may not always know with confidence that you have succeeded because the answers aren’t in the back of the book. Problems don’t require only the application of a recently-learned method or algorithm; indeed, you may not know at the outset which methods are appropriate for solving the problem. You may not be given all the information needed to achieve a complete solution, or information you are given may be uncertain or incomplete. In short, authentic problems are hard, and that can be frustrating.

But wait! Don’t close your book (or laptop) and walk away just yet! Having just explained the difficulties, consider the flip side of the problem-solving coin: problems that are authentic are also inherently interesting, particularly when they address contemporary issues or puzzles in your chosen area of study. Solutions and solution methods for such problems are therefore not just an academic dead-end, but can lend themselves to practical applications in the real world. The rewards of achieving a clever and well-justified solution to a practical and interesting problem should outweigh by far the moments of uncertainty, frustration, or disappointment encountered along the way.

Most of the problems discussed in this book are designed to mimic authentic problems, and in many cases are drawn from or inspired by encounters with local researchers and practitioners. As we endeavor to address these problems, we’ll often find it helpful to explore simpler problems and exercises to help with sense-making. Thus, our time will be spent moving back and forth from focus problems to auxiliary problems and exercises. Read on through the end of this chapter to understand how this approach can lead to more successful problem-solving.

Problem solving cannot be reduced to a simple recipe or fast and easy method, but in the past 70 years, much has been learned about how successful construction of solutions differs from unsuccessful attempts. A key component is the use of heuristics , or habits of mind that are useful in solving problems. The modern idea of heuristics has its origin in the work of Hungarian mathematician George Pólya in the mid 20th century. Heuristics help guide us in decisions about how to approach a problem. With the help of heuristics and the benefit of experience, we may develop problem-solving strategies that lead to successful solutions. We’ll begin our study of problem-solving with a brief look at Pólya’s method and some of his heuristics and then consider how they might apply to problem-solving in the natural science and natural resource management contexts.

Pólya’s method and beyond

A credentialed mathematician and academic, Pólya was no stranger to the struggles of solving difficult problems. But he was also a teacher and concerned himself with the development of problem-solving skill and intuition in students. He studied his own problem-solving process and that of his professional colleagues and distilled his observations into four essential principles. These principles are general–that is, their use needn’t be limited to mathematical problem-solving. The method can be summarized as follows:

Pólya’s Method, Condensed and Slightly Revised

• Understand the problem . What is the unknown or target quantity? Is there enough information to find a solution? How is the information that is available relevant to the unknown?
• Plan a solution strategy . How can you proceed from the information available to the unknown? What steps are necessary, and how will the given information be used?
• Execute the solution plan . If the solution plan is chosen well, the implementation of the plan should yield the sought-after result. If insurmountable difficulty arises, an alternative plan may need to be formulated.
• Check the result . Does the result satisfy the conditions stated in the problem? Is it consistent with expectations or within reasonable bounds? Can you arrive at the same result using a different approach?

These principles may seem obvious, but when the time comes to actually solve a problem it is easy to overlook one or more of them or to lose track of what we are after. Employing this method as a general framework for approaching problem-solving will yield more consistent success and more reliable results.

Consider the most common words out of a typical college student’s mouth when confronted with a novel problem: “I don’t know where to start”. Perhaps the student really means “you haven’t yet told me exactly what to do to get the answer”. But if the instructor were to point the student toward a solution method every time she was confronted with a challenging problem, she would learn only two things: 1) how to implement algorithms and compute numerical results as instructed; and 2) to relinquish all control of choosing how to approach and solve a problem to somebody else. Sadly, this is often the best outcome of the standard school mathematics curriculum. The worst outcome is that students dismiss math as boring, difficult, or irrelevant. In some cases, a diligent student develops some facility 1 with basic manipulations of mathematical symbols and numbers, but little or no ability to create the frame of mind and methodological structure needed to begin and confidently proceed trying solutions.

For the challenge of getting started, Pólya’s framework offers Understand . What is the problem really asking, and what exactly do you want to end up with as a result? Take, for instance, the pheasant count problem that we introduced in the first chapter: what is the unknown in that problem? Essentially, the question we posed there was how many pheasants we should expect to be living in Iowa in the next few years. In some ways, this is a specific reinterpretation of the problem statement, but the simple act of making that re-interpretation not only helps us understand what we are looking for concretely, but our formal statement of it might clarify to colleagues or readers what our solution is driving at.

Since Pólya’s framework was developed from the perspective of a mathematician, some of the questions and suggestions pertain mostly to abstract problems. The framework doesn’t take advantage of the fact that most of our problems are situated in real-world contexts and involve quantities whose properties can be used as an asset in identifying, constructing, and evaluating solutions. If you’re not exactly clear on what I mean by that, go ahead and peek at the next chapter where we discuss the definition and properties of quantities.

Below, I have expanded and elaborated upon Pólya’s framework and adapted some of the details for problem-solving in natural sciences.

Solving Ill-structured Problems

• Do you understand the problem as it is stated?
• Can you restate the problem in your own words?
• What is the unknown or desired quantity or output (be specific)? Is it a number? A function? A procedure?
• Can you make a drawing or diagram to illustrate how the unknown relates to any known quantities or to the broader problem-space?
• Do you already know approximately what the value should be? Can you guess a ballpark or range of reasonable values?
• How accurate does your solution need to be? What are the consequences of errors?
• What information do you already have?
• Is the information that you already have sufficient to solve the problem?
• If appropriate, can you write the problem as an algebraic equation with suitable notation?
• Have you successfully solved a problem like this before?
• Has somebody else documented a solution method to this or a similar problem?
• If the problem can be written explicitly as a mathematical statement, do you recognize an algorithm or heuristic that can yield the desired unknown?
• If a solution method is apparent, can you assemble all the needed quantities?
• Can you break the problem into smaller sub-problems that may be easier to solve?
• Can you approximate uncertain or unknown quantities
• Could you solve a related auxiliary problem to gain insight?
• If data are given, what exploratory analyses could be done to spark ideas?
• At each step, check to see if the incremental result matches expectations.
• Double-check all formulae and algebraic manipulations.
• If appropriate, is unit/dimensional homogeneity satisfied?
• If you encounter difficulties, revisit the plan and alternatives.
• Is the result reasonable?
• Is it consistent with ballpark estimates or benchmarks?
• If appropriate, can you substitute the result into the original problem and satisfy the assumptions and conditions?
• Double-check algebraic manipulations.
• Double-check numerical computations.
• Could you document your full solution with a concise but complete summary of steps, justification of assumptions and methods?
• Could a colleague reproduce your approach and find the same solution?

Pólya’s framework, and our elaboration of it for problems in the natural sciences, may help us be better organized, but when it comes to applying the quantitative skills we spent years developing in math and statistics classes, we still have little guidance. In Pólya’s How to Solve It , this is the point where the idea and utility of heuristics was introduced. In the next section, we will introduce and review some generic heuristics that can aid with understanding the problem and inspiring a solution plan.

A Few Versatile Heuristics

The heuristics we consider here are just a snapshot of the generic methods we might employ in many problems, and some of these are further elaborated in subsequent chapters. These should be some of your most frequent go-to tools for the initial understanding and planning phases, and can be interpreted differently according to the constraints or conditions of each problem. In selecting optimal strategies, the field of options may be narrowed by examining the nature of the unknown. Think about the unknown and what it represents, not only for the focus problem but for any sub-problems or for any goals identified as necessary to solving the focus problem. Could the problem be stated in the form “how much…?”, “how many…?”, or “is…or not?”. If so, the problem might require arithmetic and/or algebraic reasoning. If data is available or supplied and the problem can be stated in the form “what relationship…?” or “how does…change as you vary…?”, graphical and statistical reasoning are probably appropriate. If the problem can be stated in the form “how big…?”, “what distance…?” or “where…?”, then geometric or spatial reasoning could be necessary 2 . There are certainly problems that won’t be easily stated in any of these terms, and all options should then remain open. Nevertheless, recognizing common properties in the nature of problems can sometimes narrow down your choices of strategies and make promising solution methods or approaches more apparent.

• Break the problem into sub-problems. Complex problems often require multiple steps that can be divided into discrete sub-goals. For example, determining the value of an unknown quantity that is required to solve the focus problem can be considered distinct from solving the focus problem itself. Therefore mapping out the solution in terms of incremental sub-goals can clarify the pathway to a solution.
• Express conditions algebraically. Assign symbols to relevant quantities and express the relationship, if known, as an equation relating the quantities. If relationships are not known beforehand, use dimensional analysis to suggest them.
• Guess the correct answer or solution. Usually a guess or ball-park estimate is not sufficient if the issue is truly a problem , but estimates can still be used to help you recognize if you are on the right track in later computations. If you know approximately what the solution is or what range it should lie within, use this value to check your work. If the solution is not known beforehand but algebraic or practical constraints are available on related quantities, use those quantities to get a ballpark estimate. At this stage, back-of-the-envelope calculations in scientific notation can make quick work of it.
• Try a few values. Where some values are unknown but are not the desired quantity, try to solve the problem with a few supposed numerical values. Sometimes the outcome of algebraic relationships is relatively insensitive to the precise value of the quantities included in the relationship. When the relationship is strongly sensitive to unknown or poorly-constrained quantities, identify those quantities as important intermediate goals or sub-problems.
• Draw a picture or diagram. When the problem is inherently spatial, such as in the case of habitat or landscape ecology problems, make a map or schematic drawing of the geometric or spatial relationships between known and unknown quantities. To the extent that it is possible, scale distances or spatial dimensions accurately.
• List all possible cases. If you’re confronted with a logic or simple probabilistic puzzle, make a list or matrix containing possible permutations or combinations.
• Work backwards. Where the desired ending condition is known or can be approximated but the steps to reach it are not known, use the end result to help “back out” the steps.
• Visualize the data. If data or input values are given and a relationship or summary-statistic is desired, make a graph or diagram from the data. In some cases, visual representation of the data can suggest or substantiate approximate values for the unknowns or can illustrate the form of functional relationships.
• Solve a simpler problem. Sometimes a condition or relationship is too complex to solve easily in its full form. In these cases, it may be possible and helpful to simplify the condition to make the problem tractable. You can do this by assuming that an unknown value is known (as in Try a few values ), by eliminating one or more terms in sums and differences, or by using a simpler statement of the original condition.

The heuristics above are by no means a recipe for success in every situation, but they should be available to you in your repertoire of things to consider. In the chapters that follow, we will elaborate on some of these strategies and add more context-specific tools that can be applied in practical problems.

Stepping back

Before we set you loose on solving problems, it is important to address the mind-set of problem solving. If you have ever uttered the words “I suck at math” or something similar, this section is particularly for you. But as far as I’m concerned, realizing how the mind constructs knowledge and understanding in a problem-solving task is an empowering notion. Alan Schoenfeld, mathematician and math-education specialist, has identified four aspects of the mental process of problem-solving that are essential: Resources, Heuristics, Control, and Belief. Each is necessary and problem-solving cannot or will not proceed without them. First, let’s look at what each means, and then we’ll consider how they contribute to our problem-solving success.

Resources These are the things you know or understand about the problem domain, constraints on quantities and their representation in the problem domain, and the skills you possess in performing algorithmic procedures.

Heuristics The decision-making tools used to make sense of challenging problems that allow you to make progress or develop insight. Most of the chapters of this booklet are devoted to developing strategies useful in natural science or resource management domains.

Control Control is the management and self-awareness of the problem-solving process. It includes planning, execution and evaluation decisions and and the selection of resources and heuristics for the problem.

Belief Belief includes the set of notions one has about the problem domain as well as one’s own abilities or challenges in applying math and statistics to the problem domain; this also includes preconceptions and (mis)understandings that could lead to the use of (in)correct resources and heuristics in a given problem.

Your mathematics and statistics education up to this point has almost certainly stressed resources. Thus, the quantitative resources you bring to a problem consist of all the algorithms and methods you know how to use and your understanding of what they do or mean. Unless you’ve followed a curriculum through school and college that has deliberately made use of these resources, you’ve probably forgotten many of them, but re-learning them may not be as challenging as learning them naively. Control and belief are gained from experience, and can build from any foundation of resources and heuristics. The heuristics and strategies themselves can be a bit of a problem though.

You may have been instructed some in the development solution strategies in school, but there’s an important distinction between learning what to use and learning when to use it. Some people may argue that it is not a mathematician’s prerogative to instruct students in their service courses in more than resources, since heuristics vary from one discipline to another and control and belief grow with experience. This argument is fair, but as non-mathematicians we’re left with training in how to implement algorithms, but little idea about how to use those algorithms unless presented with problems that aren’t really problems but exercises.

As a result, when the going gets tough,…we get stuck. That’s where this course comes in (hopefully to the rescue??). This is your opportunity to work with resources you already have at your disposal, perhaps learn a few more, and to be introduced to strategies for using them in problems that you might encounter in other natural resource courses, in internships, or in your career. By working through these problems in a systematic manner, you’ll learn how to control your problem-solving process while building your experience base. I sincerely hope that your belief system evolves in such a way that you become confident that you can solve quantitative problems too !

• Think of a challenging problem that you needed help to solve in one of your high school or college courses. It could be a mathematical problem, but doesn’t have to be. Describe the problem and reflect on what assistance you needed to arrive at a solution. Were you unable to get started? Did you need help with recognizing and implementing the appropriate algorithms? What was the nature of the assistance that helped you solve the problem? Was it satisfying to arrive at the correct solution?
• Now reflect on a challenging problem that you were able to solve correctly without assistance. Why were you successful? Were you able to overcome any difficulties or hurdles along the way? Was it more or less satisfying to solve this problem on your own than to solve a problem with help? Why?
• What resources do you think a person needs to be able to make good predictions of pheasant population over the coming 5 years?

Quantitative Problem Solving in Natural Resources Copyright © by Peter Moore is licensed under a Creative Commons Attribution-ShareAlike 4.0 International License , except where otherwise noted.

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10 Problem-solving strategies to turn challenges on their head

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What is an example of problem-solving?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

1. Identify the problem

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

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

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

2. Break the problem down 

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

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

3. Generate potential solutions

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

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

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

4. Evaluate the possible solutions

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

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

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

5. Implement and monitor the solutions

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

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

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

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

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

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

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

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

Let’s break each of these down.

1. Use a solution that worked before

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

2. Brainstorming

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

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

3. Work backward

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

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

4. Use the Kipling method

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

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

Answering these questions can help you identify possible solutions.

5. Draw the problem

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

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

6. Use trial-and-error

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

7. Sleep on it

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

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

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

8. Get advice from your peers

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

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

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

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

9. Use the Pareto principle

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

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

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

10. Add successful solutions to your toolkit

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

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

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

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

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

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

1. Build your problem-solving skills

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

2. Practice

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

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

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

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

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

4. Ask for feedback

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

5. Learn new approaches and methodologies

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

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

6. Experiment

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

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

7. Analyze the success of your competitors

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

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

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

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

Use problem-solving strategies to uplevel your business

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

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

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

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

Understand Yourself Better:

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Elizabeth Perry, ACC

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

8 creative solutions to your most challenging problems

5 problem-solving questions to prepare you for your next interview, what are metacognitive skills examples in everyday life, what is lateral thinking 7 techniques to encourage creative ideas, 31 examples of problem solving performance review phrases, learn what process mapping is and how to create one (+ examples), leadership activities that encourage employee engagement, how much do distractions cost 8 effects of lack of focus, can dreams help you solve problems 6 ways to try, the pareto principle: how the 80/20 rule can help you do more with less, thinking outside the box: 8 ways to become a creative problem solver, 3 problem statement examples and steps to write your own, 10 examples of principles that can guide your approach to work, contingency planning: 4 steps to prepare for the unexpected, stay connected with betterup, get our newsletter, event invites, plus product insights and research..

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General Problem Solving

Problem solving and estimating, learning outcomes.

• Identify and apply a solution pathway for multi-step problems

Problem solving is best approached by first starting at the end: identifying exactly what you are looking for. From there, you then work backwards, asking “what information and procedures will I need to find this?” Very few interesting questions can be answered in one mathematical step; often times you will need to chain together a solution pathway , a series of steps that will allow you to answer the question.

Problem Solving Process

• Identify the question you’re trying to answer.
• Work backwards, identifying the information you will need and the relationships you will use to answer that question.
• Continue working backwards, creating a solution pathway.
• If you are missing necessary information, look it up or estimate it. If you have unnecessary information, ignore it.
• Solve the problem, following your solution pathway.

In most problems we work, we will be approximating a solution, because we will not have perfect information. We will begin with a few examples where we will be able to approximate the solution using basic knowledge from our lives.

Recall: operations on Fractions

When simplifying algebraic expressions, we may sometimes need to add, subtract, simplify, multiply, or divide fractions. It is important to be able to do these operations on the fractions without converting them to decimals.

•  [latex]\dfrac{a}{b}\cdot\dfrac{c}{d} = \dfrac {ac}{bd}[/latex]
•  [latex]\dfrac{a}{b}\div\dfrac{c}{d}=\dfrac{a}{b}\cdot\dfrac{d}{c}=\dfrac{ad}{bc}[/latex]
•  [latex]\dfrac{24}{32}=\dfrac{2\cdot2\cdot2\cdot3}{2\cdot2\cdot2\cdot2\cdot2}=\dfrac{3}{2\cdot2}=\dfrac{3}{4}[/latex]
•  [latex]\dfrac{a}{b}\pm\dfrac{c}{d} = \dfrac{ad \pm bc}{bd}[/latex]

In the first example, we will need to think about time scales, we are asked to find how many times a heart beats in a year, but usually we measure heart rate in beats per minute.

How many times does your heart beat in a year?

This question is asking for the rate of heart beats per year. Since a year is a long time to measure heart beats for, if we knew the rate of heart beats per minute, we could scale that quantity up to a year. So the information we need to answer this question is heart beats per minute. This is something you can easily measure by counting your pulse while watching a clock for a minute.

Suppose you count 80 beats in a minute. To convert this to beats per year:

[latex]\displaystyle\frac{80\text{ beats}}{1\text{ minute}}\cdot\frac{60\text{ minutes}}{1\text{ hour}}\cdot\frac{24\text{ hours}}{1\text{ day}}\cdot\frac{365\text{ days}}{1\text{ year}}=42,048,000\text{ beats per year}[/latex]

The technique that helped us solve the last problem was to get the number of heartbeats in a minute translated into the number of heartbeats in a year. Converting units from one to another, like minutes to years is a common tool for solving problems.

In the next example, we show how to infer the thickness of something too small to measure with every-day tools. Before precision instruments were widely available, scientists and engineers had to get creative with ways to measure either very small or very large things. Imagine how early astronomers inferred the distance to stars, or the circumference of the earth.

How thick is a single sheet of paper? How much does it weigh?

While you might have a sheet of paper handy, trying to measure it would be tricky. Instead we might imagine a stack of paper, and then scale the thickness and weight to a single sheet. If you’ve ever bought paper for a printer or copier, you probably bought a ream, which contains 500 sheets. We could estimate that a ream of paper is about 2 inches thick and weighs about 5 pounds. Scaling these down,

[latex]\displaystyle\frac{2\text{ inches}}{\text{ream}}\cdot\frac{1\text{ ream}}{500\text{ pages}}=0.004\text{ inches per sheet}[/latex]

[latex]\displaystyle\frac{5\text{ pounds}}{\text{ream}}\cdot\frac{1\text{ ream}}{500\text{ pages}}=0.01\text{ pounds per sheet, or }=0.16\text{ ounces per sheet.}[/latex]

The first two example questions in this set are examined in more detail here.

We can infer a measurement by using scaling.  If 500 sheets of paper is two inches thick, then we could use proportional reasoning to infer the thickness of one sheet of paper.

In the next example, we use proportional reasoning to determine how many calories are in a mini muffin when you are given the amount of calories for a regular sized muffin.

A recipe for zucchini muffins states that it yields 12 muffins, with 250 calories per muffin. You instead decide to make mini-muffins, and the recipe yields 20 muffins. If you eat 4, how many calories will you consume?

There are several possible solution pathways to answer this question. We will explore one.

To answer the question of how many calories 4 mini-muffins will contain, we would want to know the number of calories in each mini-muffin. To find the calories in each mini-muffin, we could first find the total calories for the entire recipe, then divide it by the number of mini-muffins produced. To find the total calories for the recipe, we could multiply the calories per standard muffin by the number per muffin. Notice that this produces a multi-step solution pathway. It is often easier to solve a problem in small steps, rather than trying to find a way to jump directly from the given information to the solution.

We can now execute our plan:

[latex]\displaystyle{12}\text{ muffins}\cdot\frac{250\text{ calories}}{\text{muffin}}=3000\text{ calories for the whole recipe}[/latex]

[latex]\displaystyle\frac{3000\text{ calories}}{20\text{ mini-muffins}}=\text{ gives }150\text{ calories per mini-muffin}[/latex]

[latex]\displaystyle4\text{ mini-muffins}\cdot\frac{150\text{ calories}}{\text{mini-muffin}}=\text{totals }600\text{ calories consumed.}[/latex]

View the following video for more about the zucchini muffin problem.

We have found that ratios are very helpful when we know some information but it is not in the right units, or parts to answer our question. Making comparisons mathematically often involves using ratios and proportions. In the next examples we will

You need to replace the boards on your deck. About how much will the materials cost?

There are two approaches we could take to this problem: 1) estimate the number of boards we will need and find the cost per board, or 2) estimate the area of the deck and find the approximate cost per square foot for deck boards. We will take the latter approach.

For this solution pathway, we will be able to answer the question if we know the cost per square foot for decking boards and the square footage of the deck. To find the cost per square foot for decking boards, we could compute the area of a single board, and divide it into the cost for that board. We can compute the square footage of the deck using geometric formulas. So first we need information: the dimensions of the deck, and the cost and dimensions of a single deck board.

Suppose that a rectangular deck measures 16 ft by 24 ft, for a total area of 384 ft 2 .

From a visit to the local home store, you find that an 8 foot by 4 inch cedar deck board costs about $7.50. The area of this board, doing the necessary conversion from inches to feet, is:

[latex]\displaystyle{8}\text{ feet}\cdot4\text{ inches}\cdot\frac{1\text{ foot}}{12\text{ inches}}=2.667\text{ft}^2{.}[/latex] The cost per square foot is then [latex]\displaystyle\frac{\$7.50}{2.667\text{ft}^2}=\$2.8125\text{ per ft}^2{.}[/latex]

This will allow us to estimate the material cost for the whole 384 ft 2 deck

[latex]\displaystyle\$384\text{ft}^2\cdot\frac{\$2.8125}{\text{ft}^2}=\$1080\text{ total cost.}[/latex]

Of course, this cost estimate assumes that there is no waste, which is rarely the case. It is common to add at least 10% to the cost estimate to account for waste.

This example is worked through in the following video.

Is it worth buying a Hyundai Sonata hybrid instead the regular Hyundai Sonata?

To make this decision, we must first decide what our basis for comparison will be. For the purposes of this example, we’ll focus on fuel and purchase costs, but environmental impacts and maintenance costs are other factors a buyer might consider.

It might be interesting to compare the cost of gas to run both cars for a year. To determine this, we will need to know the miles per gallon both cars get, as well as the number of miles we expect to drive in a year. From that information, we can find the number of gallons required from a year. Using the price of gas per gallon, we can find the running cost.

From Hyundai’s website, the 2013 Sonata will get 24 miles per gallon (mpg) in the city, and 35 mpg on the highway. The hybrid will get 35 mpg in the city, and 40 mpg on the highway.

An average driver drives about 12,000 miles a year. Suppose that you expect to drive about 75% of that in the city, so 9,000 city miles a year, and 3,000 highway miles a year.

We can then find the number of gallons each car would require for the year.

Sonata: [latex]\displaystyle{9000}\text{ city miles}\cdot\frac{1\text{ gallon}}{24\text{ city miles}}+3000\text{ highway miles}\cdot\frac{1\text{ gallon}}{35\text{ highway miles}}=460.7\text{ gallons}[/latex]

Hybrid:  [latex]\displaystyle{9000}\text{ city miles}\cdot\frac{1\text{ gallon}}{35\text{ city miles}}+3000\text{ highway miles}\cdot\frac{1\text{ gallon}}{40\text{ highway miles}}=332.1\text{ gallons}[/latex]

If gas in your area averages about $3.50 per gallon, we can use that to find the running cost:

Sonata:  [latex]\displaystyle{460.7}\text{ gallons}\cdot\frac{\$3.50}{\text{gallon}}=\$1612.45[/latex]

Hybrid: [latex]\displaystyle{332.1}\text{ gallons}\cdot\frac{\$3.50}{\text{gallon}}=\$1162.35[/latex]

The hybrid will save $450.10 a year. The gas costs for the hybrid are about [latex]\displaystyle\frac{\$450.10}{\$1612.45}[/latex] = 0.279 = 27.9% lower than the costs for the standard Sonata.

While both the absolute and relative comparisons are useful here, they still make it hard to answer the original question, since “is it worth it” implies there is some tradeoff for the gas savings. Indeed, the hybrid Sonata costs about $25,850, compared to the base model for the regular Sonata, at $20,895.

To better answer the “is it worth it” question, we might explore how long it will take the gas savings to make up for the additional initial cost. The hybrid costs $4965 more. With gas savings of $451.10 a year, it will take about 11 years for the gas savings to make up for the higher initial costs.

We can conclude that if you expect to own the car 11 years, the hybrid is indeed worth it. If you plan to own the car for less than 11 years, it may still be worth it, since the resale value of the hybrid may be higher, or for other non-monetary reasons. This is a case where math can help guide your decision, but it can’t make it for you.

This question pulls together all the skills discussed previously on this page, as the video demonstration illustrates.

• Revision and Adaptation. Provided by : Lumen Learning. License : CC BY: Attribution
• Problem Solving. Authored by : David Lippman. Located at : http://www.opentextbookstore.com/mathinsociety/ . Project : Math in Society. License : CC BY-SA: Attribution-ShareAlike
• Estimating with imperfect information. Authored by : OCLPhase2's channel. Located at : https://youtu.be/xF5BNEr0gjo . License : CC BY: Attribution
• Multistep proportions / problem solving process. Authored by : OCLPhase2's channel. Located at : https://youtu.be/NVCwFO-w2z4 . License : CC BY: Attribution
• Estimating the cost of a deck. Authored by : OCLPhase2's channel. Located at : https://youtu.be/adPGfeTy-Pc . License : CC BY: Attribution
• Guiding decision using math: Sonata vs Hybrid. Authored by : OCLPhase2's channel. Located at : https://youtu.be/HXmc-EkOYJE . License : CC BY: Attribution

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40 problem-solving techniques and processes

All teams and organizations encounter challenges. Approaching those challenges without a structured problem solving process can end up making things worse.

Proven problem solving techniques such as those outlined below can guide your group through a process of identifying problems and challenges , ideating on possible solutions , and then evaluating and implementing the most suitable .

In this post, you'll find problem-solving tools you can use to develop effective solutions. You'll also find some tips for facilitating the problem solving process and solving complex problems.

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What is problem solving?

Problem solving is a process of finding and implementing a solution to a challenge or obstacle. In most contexts, this means going through a problem solving process that begins with identifying the issue, exploring its root causes, ideating and refining possible solutions before implementing and measuring the impact of that solution.

For simple or small problems, it can be tempting to skip straight to implementing what you believe is the right solution. The danger with this approach is that without exploring the true causes of the issue, it might just occur again or your chosen solution may cause other issues.

Particularly in the world of work, good problem solving means using data to back up each step of the process, bringing in new perspectives and effectively measuring the impact of your solution.

Effective problem solving can help ensure that your team or organization is well positioned to overcome challenges, be resilient to change and create innovation. In my experience, problem solving is a combination of skillset, mindset and process, and it’s especially vital for leaders to cultivate this skill.

What is the seven step problem solving process?

A problem solving process is a step-by-step framework from going from discovering a problem all the way through to implementing a solution.

With practice, this framework can become intuitive, and innovative companies tend to have a consistent and ongoing ability to discover and tackle challenges when they come up.

You might see everything from a four step problem solving process through to seven steps. While all these processes cover roughly the same ground, I’ve found a seven step problem solving process is helpful for making all key steps legible.

We’ll outline that process here and then follow with techniques you can use to explore and work on that step of the problem solving process with a group.

The seven-step problem solving process is:

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.

Be sure to align with your team on the exact definition and nature of the problem you’re solving. An effective process is one where everyone is pulling in the same direction – ensure clarity and alignment now to help avoid misunderstandings later.

2. Problem analysis and refinement

The process of problem analysis means ensuring that the problem you are seeking to solve is  the   right problem . Choosing the right problem to solve means you are on the right path to creating the right solution.

At this stage, you may look deeper at the problem you identified to try and discover the root cause at the level of people or process. You may also spend some time sourcing data, consulting relevant parties and creating and refining a problem statement.

Problem refinement means adjusting scope or focus of the problem you will be aiming to solve based on what comes up during your analysis. As you analyze data sources, you might discover that the root cause means you need to adjust your problem statement. Alternatively, you might find that your original problem statement is too big to be meaningful approached within your current project.

Remember that the goal of any problem refinement is to help set the stage for effective solution development and deployment. Set the right focus and get buy-in from your team here and you’ll be well positioned to move forward with confidence.

3. Solution generation

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

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

4. Solution development

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

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

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

5. Decision making and planning

Nearly there! Once you’ve got a set of possible, you’ll need to make a decision on which to implement. This can be a consensus-based group decision or it might be for a leader or major stakeholder to decide. You’ll find a set of effective decision making methods below.

Once your group has reached consensus and selected a solution, there are some additional actions that also need to be decided upon. You’ll want to work on allocating ownership of the project, figure out who will do what, how the success of the solution will be measured and decide the next course of action.

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

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

6. Solution implementation 

This is what we were waiting for! All problem solving processes have the end goal of implementing an effective and impactful solution that your group has confidence in.

Project management and communication skills are key here – your solution may need to adjust when out in the wild or you might discover new challenges along the way. For some solutions, you might also implement a test with a small group and monitor results before rolling it out to an entire company.

You should have a clear owner for your solution who will oversee the plans you made together and help ensure they’re put into place. This person will often coordinate the implementation team and set-up processes to measure the efficacy of your solution too.

7. Solution evaluation 

So you and your team developed a great solution to a problem and have a gut feeling it’s been solved. Work done, right? Wrong. All problem solving strategies benefit from evaluation, consideration, and feedback.

You might find that the solution does not work for everyone, might create new problems, or is potentially so successful that you will want to roll it out to larger teams or as part of other initiatives. 

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

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

It’s also worth underlining how important record keeping is throughout the problem solving process. If a solution didn’t work, you need to have the data and records to see why that was the case. If you go back to the drawing board, notes from the previous workshop can help save time.

What does an effective problem solving process look like?

Every effective problem solving process begins with an agenda . In our experience, a well-structured problem solving workshop is one of the best methods for successfully guiding a group from exploring a problem to implementing a solution.

The format of a workshop ensures that you can get buy-in from your group, encourage free-thinking and solution exploration before making a decision on what to implement following the session.

This Design Sprint 2.0 template is an effective problem solving process from top agency AJ&Smart. It’s a great format for the entire problem solving process, with four-days of workshops designed to surface issues, explore solutions and even test a solution.

Check it for an example of how you might structure and run a problem solving process and feel free to copy and adjust it your needs!

For a shorter process you can run in a single afternoon, this remote problem solving agenda will guide you effectively in just a couple of hours.

Whatever the length of your workshop, by using SessionLab, it’s easy to go from an idea to a complete agenda . Start by dragging and dropping your core problem solving activities into place . Add timings, breaks and necessary materials before sharing your agenda with your colleagues.

The resulting agenda will be your guide to an effective and productive problem solving session that will also help you stay organized on the day!

Complete problem-solving methods

In this section, we’ll look at in-depth problem-solving methods that provide a complete end-to-end process for developing effective solutions. These will help guide your team from the discovery and definition of a problem through to delivering the right solution.

If you’re looking for an all-encompassing method or problem-solving model, these processes are a great place to start. They’ll ask your team to challenge preconceived ideas and adopt a mindset for solving problems more effectively.

Six Thinking Hats

Individual approaches to solving a problem can be very different based on what team or role an individual holds. It can be easy for existing biases or perspectives to find their way into the mix, or for internal politics to direct a conversation.

Six Thinking Hats is a classic method for identifying the problems that need to be solved and enables your team to consider them from different angles, whether that is by focusing on facts and data, creative solutions, or by considering why a particular solution might not work.

Like all problem-solving frameworks, Six Thinking Hats is effective at helping teams remove roadblocks from a conversation or discussion and come to terms with all the aspects necessary to solve complex problems.

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

Lightning Decision Jam

Featured courtesy of Jonathan Courtney of AJ&Smart Berlin, Lightning Decision Jam is one of those strategies that should be in every facilitation toolbox. Exploring problems and finding solutions is often creative in nature, though as with any creative process, there is the potential to lose focus and get lost.

Unstructured discussions might get you there in the end, but it’s much more effective to use a method that creates a clear process and team focus.

In Lightning Decision Jam, participants are invited to begin by writing challenges, concerns, or mistakes on post-its without discussing them before then being invited by the moderator to present them to the group.

From there, the team vote on which problems to solve and are guided through steps that will allow them to reframe those problems, create solutions and then decide what to execute on. 

By deciding the problems that need to be solved as a team before moving on, this group process is great for ensuring the whole team is aligned and can take ownership over the next stages. 

Lightning Decision Jam (LDJ)   #action   #decision making   #problem solving   #issue analysis   #innovation   #design   #remote-friendly   It doesn’t matter where you work and what your job role is, if you work with other people together as a team, you will always encounter the same challenges: Unclear goals and miscommunication that cause busy work and overtime Unstructured meetings that leave attendants tired, confused and without clear outcomes. Frustration builds up because internal challenges to productivity are not addressed Sudden changes in priorities lead to a loss of focus and momentum Muddled compromise takes the place of clear decision- making, leaving everybody to come up with their own interpretation. In short, a lack of structure leads to a waste of time and effort, projects that drag on for too long and frustrated, burnt out teams. AJ&Smart has worked with some of the most innovative, productive companies in the world. What sets their teams apart from others is not better tools, bigger talent or more beautiful offices. The secret sauce to becoming a more productive, more creative and happier team is simple: Replace all open discussion or brainstorming with a structured process that leads to more ideas, clearer decisions and better outcomes. When a good process provides guardrails and a clear path to follow, it becomes easier to come up with ideas, make decisions and solve problems. This is why AJ&Smart created Lightning Decision Jam (LDJ). It’s a simple and short, but powerful group exercise that can be run either in-person, in the same room, or remotely with distributed teams.

Problem Definition Process

While problems can be complex, the problem-solving methods you use to identify and solve those problems can often be simple in design. 

By taking the time to truly identify and define a problem before asking the group to reframe the challenge as an opportunity, this method is a great way to enable change.

Begin by identifying a focus question and exploring the ways in which it manifests before splitting into five teams who will each consider the problem using a different method: escape, reversal, exaggeration, distortion or wishful. Teams develop a problem objective and create ideas in line with their method before then feeding them back to the group.

This method is great for enabling in-depth discussions while also creating space for finding creative solutions too!

Problem Definition   #problem solving   #idea generation   #creativity   #online   #remote-friendly   A problem solving technique to define a problem, challenge or opportunity and to generate ideas.

The 5 Whys 

Sometimes, a group needs to go further with their strategies and analyze the root cause at the heart of organizational issues. An RCA or root cause analysis is the process of identifying what is at the heart of business problems or recurring challenges. 

The 5 Whys is a simple and effective method of helping a group go find the root cause of any problem or challenge and conduct analysis that will deliver results. 

By beginning with the creation of a problem statement and going through five stages to refine it, The 5 Whys provides everything you need to truly discover the cause of an issue.

The 5 Whys   #hyperisland   #innovation   This simple and powerful method is useful for getting to the core of a problem or challenge. As the title suggests, the group defines a problems, then asks the question “why” five times, often using the resulting explanation as a starting point for creative problem solving.

World Cafe is a simple but powerful facilitation technique to help bigger groups to focus their energy and attention on solving complex problems.

World Cafe enables this approach by creating a relaxed atmosphere where participants are able to self-organize and explore topics relevant and important to them which are themed around a central problem-solving purpose. Create the right atmosphere by modeling your space after a cafe and after guiding the group through the method, let them take the lead!

Making problem-solving a part of your organization’s culture in the long term can be a difficult undertaking. More approachable formats like World Cafe can be especially effective in bringing people unfamiliar with workshops into the fold. 

World Cafe   #hyperisland   #innovation   #issue analysis   World Café is a simple yet powerful method, originated by Juanita Brown, for enabling meaningful conversations driven completely by participants and the topics that are relevant and important to them. Facilitators create a cafe-style space and provide simple guidelines. Participants then self-organize and explore a set of relevant topics or questions for conversation.

Discovery & Action Dialogue (DAD)

One of the best approaches is to create a safe space for a group to share and discover practices and behaviors that can help them find their own solutions.

With DAD, you can help a group choose which problems they wish to solve and which approaches they will take to do so. It’s great at helping remove resistance to change and can help get buy-in at every level too!

This process of enabling frontline ownership is great in ensuring follow-through and is one of the methods you will want in your toolbox as a facilitator.

Discovery & Action Dialogue (DAD)   #idea generation   #liberating structures   #action   #issue analysis   #remote-friendly   DADs make it easy for a group or community to discover practices and behaviors that enable some individuals (without access to special resources and facing the same constraints) to find better solutions than their peers to common problems. These are called positive deviant (PD) behaviors and practices. DADs make it possible for people in the group, unit, or community to discover by themselves these PD practices. DADs also create favorable conditions for stimulating participants’ creativity in spaces where they can feel safe to invent new and more effective practices. Resistance to change evaporates as participants are unleashed to choose freely which practices they will adopt or try and which problems they will tackle. DADs make it possible to achieve frontline ownership of solutions.

Design Sprint 2.0

Want to see how a team can solve big problems and move forward with prototyping and testing solutions in a few days? The Design Sprint 2.0 template from Jake Knapp, author of Sprint, is a complete agenda for a with proven results.

Developing the right agenda can involve difficult but necessary planning. Ensuring all the correct steps are followed can also be stressful or time-consuming depending on your level of experience.

Use this complete 4-day workshop template if you are finding there is no obvious solution to your challenge and want to focus your team around a specific problem that might require a shortcut to launching a minimum viable product or waiting for the organization-wide implementation of a solution.

Open space technology

Open space technology- developed by Harrison Owen – creates a space where large groups are invited to take ownership of their problem solving and lead individual sessions. Open space technology is a great format when you have a great deal of expertise and insight in the room and want to allow for different takes and approaches on a particular theme or problem you need to be solved.

Start by bringing your participants together to align around a central theme and focus their efforts. Explain the ground rules to help guide the problem-solving process and then invite members to identify any issue connecting to the central theme that they are interested in and are prepared to take responsibility for.

Once participants have decided on their approach to the core theme, they write their issue on a piece of paper, announce it to the group, pick a session time and place, and post the paper on the wall. As the wall fills up with sessions, the group is then invited to join the sessions that interest them the most and which they can contribute to, then you’re ready to begin!

Everyone joins the problem-solving group they’ve signed up to, record the discussion and if appropriate, findings can then be shared with the rest of the group afterward.

Open Space Technology   #action plan   #idea generation   #problem solving   #issue analysis   #large group   #online   #remote-friendly   Open Space is a methodology for large groups to create their agenda discerning important topics for discussion, suitable for conferences, community gatherings and whole system facilitation

Techniques to identify and analyze problems

Using a problem-solving method to help a team identify and analyze a problem can be a quick and effective addition to any workshop or meeting.

While further actions are always necessary, you can generate momentum and alignment easily, and these activities are a great place to get started.

We’ve put together this list of techniques to help you and your team with problem identification, analysis, and discussion that sets the foundation for developing effective solutions.

Let’s take a look!

Fishbone Analysis

Organizational or team challenges are rarely simple, and it’s important to remember that one problem can be an indication of something that goes deeper and may require further consideration to be solved.

Fishbone Analysis helps groups to dig deeper and understand the origins of a problem. It’s a great example of a root cause analysis method that is simple for everyone on a team to get their head around. 

Participants in this activity are asked to annotate a diagram of a fish, first adding the problem or issue to be worked on at the head of a fish before then brainstorming the root causes of the problem and adding them as bones on the fish. 

Using abstractions such as a diagram of a fish can really help a team break out of their regular thinking and develop a creative approach.

Fishbone Analysis   #problem solving   ##root cause analysis   #decision making   #online facilitation   A process to help identify and understand the origins of problems, issues or observations.

Problem Tree 

Encouraging visual thinking can be an essential part of many strategies. By simply reframing and clarifying problems, a group can move towards developing a problem solving model that works for them. 

In Problem Tree, groups are asked to first brainstorm a list of problems – these can be design problems, team problems or larger business problems – and then organize them into a hierarchy. The hierarchy could be from most important to least important or abstract to practical, though the key thing with problem solving games that involve this aspect is that your group has some way of managing and sorting all the issues that are raised.

Once you have a list of problems that need to be solved and have organized them accordingly, you’re then well-positioned for the next problem solving steps.

Problem tree   #define intentions   #create   #design   #issue analysis   A problem tree is a tool to clarify the hierarchy of problems addressed by the team within a design project; it represents high level problems or related sublevel problems.

SWOT Analysis

Chances are you’ve heard of the SWOT Analysis before. This problem-solving method focuses on identifying strengths, weaknesses, opportunities, and threats is a tried and tested method for both individuals and teams.

Start by creating a desired end state or outcome and bare this in mind – any process solving model is made more effective by knowing what you are moving towards. Create a quadrant made up of the four categories of a SWOT analysis and ask participants to generate ideas based on each of those quadrants.

Once you have those ideas assembled in their quadrants, cluster them together based on their affinity with other ideas. These clusters are then used to facilitate group conversations and move things forward. 

SWOT analysis   #gamestorming   #problem solving   #action   #meeting facilitation   The SWOT Analysis is a long-standing technique of looking at what we have, with respect to the desired end state, as well as what we could improve on. It gives us an opportunity to gauge approaching opportunities and dangers, and assess the seriousness of the conditions that affect our future. When we understand those conditions, we can influence what comes next.

Agreement-Certainty Matrix

Not every problem-solving approach is right for every challenge, and deciding on the right method for the challenge at hand is a key part of being an effective team.

The Agreement Certainty matrix helps teams align on the nature of the challenges facing them. By sorting problems from simple to chaotic, your team can understand what methods are suitable for each problem and what they can do to ensure effective results. 

If you are already using Liberating Structures techniques as part of your problem-solving strategy, the Agreement-Certainty Matrix can be an invaluable addition to your process. We’ve found it particularly if you are having issues with recurring problems in your organization and want to go deeper in understanding the root cause. 

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

Organizing and charting a team’s progress can be important in ensuring its success. SQUID (Sequential Question and Insight Diagram) is a great model that allows a team to effectively switch between giving questions and answers and develop the skills they need to stay on track throughout the process. 

Begin with two different colored sticky notes – one for questions and one for answers – and with your central topic (the head of the squid) on the board. Ask the group to first come up with a series of questions connected to their best guess of how to approach the topic. Ask the group to come up with answers to those questions, fix them to the board and connect them with a line. After some discussion, go back to question mode by responding to the generated answers or other points on the board.

It’s rewarding to see a diagram grow throughout the exercise, and a completed SQUID can provide a visual resource for future effort and as an example for other teams.

SQUID   #gamestorming   #project planning   #issue analysis   #problem solving   When exploring an information space, it’s important for a group to know where they are at any given time. By using SQUID, a group charts out the territory as they go and can navigate accordingly. SQUID stands for Sequential Question and Insight Diagram.

To continue with our nautical theme, Speed Boat is a short and sweet activity that can help a team quickly identify what employees, clients or service users might have a problem with and analyze what might be standing in the way of achieving a solution.

Methods that allow for a group to make observations, have insights and obtain those eureka moments quickly are invaluable when trying to solve complex problems.

In Speed Boat, the approach is to first consider what anchors and challenges might be holding an organization (or boat) back. Bonus points if you are able to identify any sharks in the water and develop ideas that can also deal with competitors!   

Speed Boat   #gamestorming   #problem solving   #action   Speedboat is a short and sweet way to identify what your employees or clients don’t like about your product/service or what’s standing in the way of a desired goal.

The Journalistic Six

Some of the most effective ways of solving problems is by encouraging teams to be more inclusive and diverse in their thinking.

Based on the six key questions journalism students are taught to answer in articles and news stories, The Journalistic Six helps create teams to see the whole picture. By using who, what, when, where, why, and how to facilitate the conversation and encourage creative thinking, your team can make sure that the problem identification and problem analysis stages of the are covered exhaustively and thoughtfully. Reporter’s notebook and dictaphone optional.

The Journalistic Six – Who What When Where Why How   #idea generation   #issue analysis   #problem solving   #online   #creative thinking   #remote-friendly   A questioning method for generating, explaining, investigating ideas.

Individual and group perspectives are incredibly important, but what happens if people are set in their minds and need a change of perspective in order to approach a problem more effectively?

Flip It is a method we love because it is both simple to understand and run, and allows groups to understand how their perspectives and biases are formed. 

Participants in Flip It are first invited to consider concerns, issues, or problems from a perspective of fear and write them on a flip chart. Then, the group is asked to consider those same issues from a perspective of hope and flip their understanding.  

No problem and solution is free from existing bias and by changing perspectives with Flip It, you can then develop a problem solving model quickly and effectively.

Flip It!   #gamestorming   #problem solving   #action   Often, a change in a problem or situation comes simply from a change in our perspectives. Flip It! is a quick game designed to show players that perspectives are made, not born.

LEGO Challenge

Now for an activity that is a little out of the (toy) box. LEGO Serious Play is a facilitation methodology that can be used to improve creative thinking and problem-solving skills. 

The LEGO Challenge includes giving each member of the team an assignment that is hidden from the rest of the group while they create a structure without speaking.

What the LEGO challenge brings to the table is a fun working example of working with stakeholders who might not be on the same page to solve problems. Also, it’s LEGO! Who doesn’t love LEGO! 

LEGO Challenge   #hyperisland   #team   A team-building activity in which groups must work together to build a structure out of LEGO, but each individual has a secret “assignment” which makes the collaborative process more challenging. It emphasizes group communication, leadership dynamics, conflict, cooperation, patience and problem solving strategy.

What, So What, Now What?

If not carefully managed, the problem identification and problem analysis stages of the problem-solving process can actually create more problems and misunderstandings.

The What, So What, Now What? problem-solving activity is designed to help collect insights and move forward while also eliminating the possibility of disagreement when it comes to identifying, clarifying, and analyzing organizational or work problems. 

Facilitation is all about bringing groups together so that might work on a shared goal and the best problem-solving strategies ensure that teams are aligned in purpose, if not initially in opinion or insight.

Throughout the three steps of this game, you give everyone on a team to reflect on a problem by asking what happened, why it is important, and what actions should then be taken. 

This can be a great activity for bringing our individual perceptions about a problem or challenge and contextualizing it in a larger group setting. This is one of the most important problem-solving skills you can bring to your organization.

W³ – What, So What, Now What?   #issue analysis   #innovation   #liberating structures   You can help groups reflect on a shared experience in a way that builds understanding and spurs coordinated action while avoiding unproductive conflict. It is possible for every voice to be heard while simultaneously sifting for insights and shaping new direction. Progressing in stages makes this practical—from collecting facts about What Happened to making sense of these facts with So What and finally to what actions logically follow with Now What . The shared progression eliminates most of the misunderstandings that otherwise fuel disagreements about what to do. Voila!

Journalists  

Problem analysis can be one of the most important and decisive stages of all problem-solving tools. Sometimes, a team can become bogged down in the details and are unable to move forward.

Journalists is an activity that can avoid a group from getting stuck in the problem identification or problem analysis stages of the process.

In Journalists, the group is invited to draft the front page of a fictional newspaper and figure out what stories deserve to be on the cover and what headlines those stories will have. By reframing how your problems and challenges are approached, you can help a team move productively through the process and be better prepared for the steps to follow.

Journalists   #vision   #big picture   #issue analysis   #remote-friendly   This is an exercise to use when the group gets stuck in details and struggles to see the big picture. Also good for defining a vision.

Problem-solving techniques for brainstorming solutions

Now you have the context and background of the problem you are trying to solving, now comes the time to start ideating and thinking about how you’ll solve the issue.

Here, you’ll want to encourage creative, free thinking and speed. Get as many ideas out as possible and explore different perspectives so you have the raw material for the next step.

Looking at a problem from a new angle can be one of the most effective ways of creating an effective solution. TRIZ is a problem-solving tool that asks the group to consider what they must not do in order to solve a challenge.

By reversing the discussion, new topics and taboo subjects often emerge, allowing the group to think more deeply and create ideas that confront the status quo in a safe and meaningful way. If you’re working on a problem that you’ve tried to solve before, TRIZ is a great problem-solving method to help your team get unblocked.

Making Space with TRIZ   #issue analysis   #liberating structures   #issue resolution   You can clear space for innovation by helping a group let go of what it knows (but rarely admits) limits its success and by inviting creative destruction. TRIZ makes it possible to challenge sacred cows safely and encourages heretical thinking. The question “What must we stop doing to make progress on our deepest purpose?” induces seriously fun yet very courageous conversations. Since laughter often erupts, issues that are otherwise taboo get a chance to be aired and confronted. With creative destruction come opportunities for renewal as local action and innovation rush in to fill the vacuum. Whoosh!

Mindspin  

Brainstorming is part of the bread and butter of the problem-solving process and all problem-solving strategies benefit from getting ideas out and challenging a team to generate solutions quickly. 

With Mindspin, participants are encouraged not only to generate ideas but to do so under time constraints and by slamming down cards and passing them on. By doing multiple rounds, your team can begin with a free generation of possible solutions before moving on to developing those solutions and encouraging further ideation. 

This is one of our favorite problem-solving activities and can be great for keeping the energy up throughout the workshop. Remember the importance of helping people become engaged in the process – energizing problem-solving techniques like Mindspin can help ensure your team stays engaged and happy, even when the problems they’re coming together to solve are complex. 

MindSpin   #teampedia   #idea generation   #problem solving   #action   A fast and loud method to enhance brainstorming within a team. Since this activity has more than round ideas that are repetitive can be ruled out leaving more creative and innovative answers to the challenge.

The Creativity Dice

One of the most useful problem solving skills you can teach your team is of approaching challenges with creativity, flexibility, and openness. Games like The Creativity Dice allow teams to overcome the potential hurdle of too much linear thinking and approach the process with a sense of fun and speed. 

In The Creativity Dice, participants are organized around a topic and roll a dice to determine what they will work on for a period of 3 minutes at a time. They might roll a 3 and work on investigating factual information on the chosen topic. They might roll a 1 and work on identifying the specific goals, standards, or criteria for the session.

Encouraging rapid work and iteration while asking participants to be flexible are great skills to cultivate. Having a stage for idea incubation in this game is also important. Moments of pause can help ensure the ideas that are put forward are the most suitable. 

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

Idea and Concept Development

Brainstorming without structure can quickly become chaotic or frustrating. In a problem-solving context, having an ideation framework to follow can help ensure your team is both creative and disciplined.

In this method, you’ll find an idea generation process that encourages your group to brainstorm effectively before developing their ideas and begin clustering them together. By using concepts such as Yes and…, more is more and postponing judgement, you can create the ideal conditions for brainstorming with ease.

Idea & Concept Development   #hyperisland   #innovation   #idea generation   Ideation and Concept Development is a process for groups to work creatively and collaboratively to generate creative ideas. It’s a general approach that can be adapted and customized to suit many different scenarios. It includes basic principles for idea generation and several steps for groups to work with. It also includes steps for idea selection and development.

Problem-solving techniques for developing and refining solutions 

The success of any problem-solving process can be measured by the solutions it produces. After you’ve defined the issue, explored existing ideas, and ideated, it’s time to develop and refine your ideas in order to bring them closer to a solution that actually solves the problem.

Use these problem-solving techniques when you want to help your team think through their ideas and refine them as part of your problem solving process.

Improved Solutions

After a team has successfully identified a problem and come up with a few solutions, it can be tempting to call the work of the problem-solving process complete. That said, the first solution is not necessarily the best, and by including a further review and reflection activity into your problem-solving model, you can ensure your group reaches the best possible result. 

One of a number of problem-solving games from Thiagi Group, Improved Solutions helps you go the extra mile and develop suggested solutions with close consideration and peer review. By supporting the discussion of several problems at once and by shifting team roles throughout, this problem-solving technique is a dynamic way of finding the best solution. 

Improved Solutions   #creativity   #thiagi   #problem solving   #action   #team   You can improve any solution by objectively reviewing its strengths and weaknesses and making suitable adjustments. In this creativity framegame, you improve the solutions to several problems. To maintain objective detachment, you deal with a different problem during each of six rounds and assume different roles (problem owner, consultant, basher, booster, enhancer, and evaluator) during each round. At the conclusion of the activity, each player ends up with two solutions to her problem.

Four Step Sketch

Creative thinking and visual ideation does not need to be confined to the opening stages of your problem-solving strategies. Exercises that include sketching and prototyping on paper can be effective at the solution finding and development stage of the process, and can be great for keeping a team engaged. 

By going from simple notes to a crazy 8s round that involves rapidly sketching 8 variations on their ideas before then producing a final solution sketch, the group is able to iterate quickly and visually. Problem-solving techniques like Four-Step Sketch are great if you have a group of different thinkers and want to change things up from a more textual or discussion-based approach.

Four-Step Sketch   #design sprint   #innovation   #idea generation   #remote-friendly   The four-step sketch is an exercise that helps people to create well-formed concepts through a structured process that includes: Review key information Start design work on paper,  Consider multiple variations , Create a detailed solution . This exercise is preceded by a set of other activities allowing the group to clarify the challenge they want to solve. See how the Four Step Sketch exercise fits into a Design Sprint

Ensuring that everyone in a group is able to contribute to a discussion is vital during any problem solving process. Not only does this ensure all bases are covered, but its then easier to get buy-in and accountability when people have been able to contribute to the process.

1-2-4-All is a tried and tested facilitation technique where participants are asked to first brainstorm on a topic on their own. Next, they discuss and share ideas in a pair before moving into a small group. Those groups are then asked to present the best idea from their discussion to the rest of the team.

This method can be used in many different contexts effectively, though I find it particularly shines in the idea development stage of the process. Giving each participant time to concretize their ideas and develop them in progressively larger groups can create a great space for both innovation and psychological safety.

1-2-4-All   #idea generation   #liberating structures   #issue analysis   With this facilitation technique you can immediately include everyone regardless of how large the group is. You can generate better ideas and more of them faster than ever before. You can tap the know-how and imagination that is distributed widely in places not known in advance. Open, generative conversation unfolds. Ideas and solutions are sifted in rapid fashion. Most importantly, participants own the ideas, so follow-up and implementation is simplified. No buy-in strategies needed! Simple and elegant!

15% Solutions

Some problems are simpler than others and with the right problem-solving activities, you can empower people to take immediate actions that can help create organizational change. 

Part of the liberating structures toolkit, 15% solutions is a problem-solving technique that focuses on finding and implementing solutions quickly. A process of iterating and making small changes quickly can help generate momentum and an appetite for solving complex problems.

Problem-solving strategies can live and die on whether people are onboard. Getting some quick wins is a great way of getting people behind the process.   

It can be extremely empowering for a team to realize that problem-solving techniques can be deployed quickly and easily and delineate between things they can positively impact and those things they cannot change. 

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

Problem-solving techniques for making decisions and planning

After your group is happy with the possible solutions you’ve developed, now comes the time to choose which to implement. There’s more than one way to make a decision and the best option is often dependant on the needs and set-up of your group.

Sometimes, it’s the case that you’ll want to vote as a group on what is likely to be the most impactful solution. Other times, it might be down to a decision maker or major stakeholder to make the final decision. Whatever your process, here’s some techniques you can use to help you make a decision during your problem solving process.

How-Now-Wow Matrix

The problem-solving process is often creative, as complex problems usually require a change of thinking and creative response in order to find the best solutions. While it’s common for the first stages to encourage creative thinking, groups can often gravitate to familiar solutions when it comes to the end of the process. 

When selecting solutions, you don’t want to lose your creative energy! The How-Now-Wow Matrix from Gamestorming is a great problem-solving activity that enables a group to stay creative and think out of the box when it comes to selecting the right solution for a given problem.

Problem-solving techniques that encourage creative thinking and the ideation and selection of new solutions can be the most effective in organisational change. Give the How-Now-Wow Matrix a go, and not just for how pleasant it is to say out loud. 

How-Now-Wow Matrix   #gamestorming   #idea generation   #remote-friendly   When people want to develop new ideas, they most often think out of the box in the brainstorming or divergent phase. However, when it comes to convergence, people often end up picking ideas that are most familiar to them. This is called a ‘creative paradox’ or a ‘creadox’. The How-Now-Wow matrix is an idea selection tool that breaks the creadox by forcing people to weigh each idea on 2 parameters.

Impact and Effort Matrix

All problem-solving techniques hope to not only find solutions to a given problem or challenge but to find the best solution. When it comes to finding a solution, groups are invited to put on their decision-making hats and really think about how a proposed idea would work in practice. 

The Impact and Effort Matrix is one of the problem-solving techniques that fall into this camp, empowering participants to first generate ideas and then categorize them into a 2×2 matrix based on impact and effort.

Activities that invite critical thinking while remaining simple are invaluable. Use the Impact and Effort Matrix to move from ideation and towards evaluating potential solutions before then committing to them. 

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

If you’ve followed each of the problem-solving steps with your group successfully, you should move towards the end of your process with heaps of possible solutions developed with a specific problem in mind. But how do you help a group go from ideation to putting a solution into action? 

Dotmocracy – or Dot Voting -is a tried and tested method of helping a team in the problem-solving process make decisions and put actions in place with a degree of oversight and consensus. 

One of the problem-solving techniques that should be in every facilitator’s toolbox, Dot Voting is fast and effective and can help identify the most popular and best solutions and help bring a group to a decision effectively. 

Dotmocracy   #action   #decision making   #group prioritization   #hyperisland   #remote-friendly   Dotmocracy is a simple method for group prioritization or decision-making. It is not an activity on its own, but a method to use in processes where prioritization or decision-making is the aim. The method supports a group to quickly see which options are most popular or relevant. The options or ideas are written on post-its and stuck up on a wall for the whole group to see. Each person votes for the options they think are the strongest, and that information is used to inform a decision.

Straddling the gap between decision making and planning, MoSCoW is a simple and effective method that allows a group team to easily prioritize a set of possible options.

Use this method in a problem solving process by collecting and summarizing all your possible solutions and then categorize them into 4 sections: “Must have”, “Should have”, “Could have”, or “Would like but won‘t get”.

This method is particularly useful when its less about choosing one possible solution and more about prioritorizing which to do first and which may not fit in the scope of your project. In my experience, complex challenges often require multiple small fixes, and this method can be a great way to move from a pile of things you’d all like to do to a structured plan.

MoSCoW   #define intentions   #create   #design   #action   #remote-friendly   MoSCoW is a method that allows the team to prioritize the different features that they will work on. Features are then categorized into “Must have”, “Should have”, “Could have”, or “Would like but won‘t get”. To be used at the beginning of a timeslot (for example during Sprint planning) and when planning is needed.

When it comes to managing the rollout of a solution, clarity and accountability are key factors in ensuring the success of the project. The RAACI chart is a simple but effective model for setting roles and responsibilities as part of a planning session.

Start by listing each person involved in the project and put them into the following groups in order to make it clear who is responsible for what during the rollout of your solution.

• Responsibility  (Which person and/or team will be taking action?)
• Authority  (At what “point” must the responsible person check in before going further?)
• Accountability  (Who must the responsible person check in with?)
• Consultation  (Who must be consulted by the responsible person before decisions are made?)
• Information  (Who must be informed of decisions, once made?)

Ensure this information is easily accessible and use it to inform who does what and who is looped into discussions and kept up to date.

RAACI   #roles and responsibility   #teamwork   #project management   Clarifying roles and responsibilities, levels of autonomy/latitude in decision making, and levels of engagement among diverse stakeholders.

Problem-solving warm-up activities

All facilitators know that warm-ups and icebreakers are useful for any workshop or group process. Problem-solving workshops are no different.

Use these problem-solving techniques to warm up a group and prepare them for the rest of the process. Activating your group by tapping into some of the top problem-solving skills can be one of the best ways to see great outcomes from your session.

Check-in / Check-out

Solid processes are planned from beginning to end, and the best facilitators know that setting the tone and establishing a safe, open environment can be integral to a successful problem-solving process. Check-in / Check-out is a great way to begin and/or bookend a problem-solving workshop. Checking in to a session emphasizes that everyone will be seen, heard, and expected to contribute. 

If you are running a series of meetings, setting a consistent pattern of checking in and checking out can really help your team get into a groove. We recommend this opening-closing activity for small to medium-sized groups though it can work with large groups if they’re disciplined!

Check-in / Check-out   #team   #opening   #closing   #hyperisland   #remote-friendly   Either checking-in or checking-out is a simple way for a team to open or close a process, symbolically and in a collaborative way. Checking-in/out invites each member in a group to be present, seen and heard, and to express a reflection or a feeling. Checking-in emphasizes presence, focus and group commitment; checking-out emphasizes reflection and symbolic closure.

Doodling Together  

Thinking creatively and not being afraid to make suggestions are important problem-solving skills for any group or team, and warming up by encouraging these behaviors is a great way to start. 

Doodling Together is one of our favorite creative ice breaker games – it’s quick, effective, and fun and can make all following problem-solving steps easier by encouraging a group to collaborate visually. By passing cards and adding additional items as they go, the workshop group gets into a groove of co-creation and idea development that is crucial to finding solutions to problems. 

Doodling Together   #collaboration   #creativity   #teamwork   #fun   #team   #visual methods   #energiser   #icebreaker   #remote-friendly   Create wild, weird and often funny postcards together & establish a group’s creative confidence.

Show and Tell

You might remember some version of Show and Tell from being a kid in school and it’s a great problem-solving activity to kick off a session.

Asking participants to prepare a little something before a workshop by bringing an object for show and tell can help them warm up before the session has even begun! Games that include a physical object can also help encourage early engagement before moving onto more big-picture thinking.

By asking your participants to tell stories about why they chose to bring a particular item to the group, you can help teams see things from new perspectives and see both differences and similarities in the way they approach a topic. Great groundwork for approaching a problem-solving process as a team! 

Show and Tell   #gamestorming   #action   #opening   #meeting facilitation   Show and Tell taps into the power of metaphors to reveal players’ underlying assumptions and associations around a topic The aim of the game is to get a deeper understanding of stakeholders’ perspectives on anything—a new project, an organizational restructuring, a shift in the company’s vision or team dynamic.

Constellations

Who doesn’t love stars? Constellations is a great warm-up activity for any workshop as it gets people up off their feet, energized, and ready to engage in new ways with established topics. It’s also great for showing existing beliefs, biases, and patterns that can come into play as part of your session.

Using warm-up games that help build trust and connection while also allowing for non-verbal responses can be great for easing people into the problem-solving process and encouraging engagement from everyone in the group. Constellations is great in large spaces that allow for movement and is definitely a practical exercise to allow the group to see patterns that are otherwise invisible. 

Constellations   #trust   #connection   #opening   #coaching   #patterns   #system   Individuals express their response to a statement or idea by standing closer or further from a central object. Used with teams to reveal system, hidden patterns, perspectives.

Draw a Tree

Problem-solving games that help raise group awareness through a central, unifying metaphor can be effective ways to warm-up a group in any problem-solving model.

Draw a Tree is a simple warm-up activity you can use in any group and which can provide a quick jolt of energy. Start by asking your participants to draw a tree in just 45 seconds – they can choose whether it will be abstract or realistic. 

Once the timer is up, ask the group how many people included the roots of the tree and use this as a means to discuss how we can ignore important parts of any system simply because they are not visible.

All problem-solving strategies are made more effective by thinking of problems critically and by exposing things that may not normally come to light. Warm-up games like Draw a Tree are great in that they quickly demonstrate some key problem-solving skills in an accessible and effective way.

Draw a Tree   #thiagi   #opening   #perspectives   #remote-friendly   With this game you can raise awarness about being more mindful, and aware of the environment we live in.

Closing activities for a problem-solving process

Each step of the problem-solving workshop benefits from an intelligent deployment of activities, games, and techniques. Bringing your session to an effective close helps ensure that solutions are followed through on and that you also celebrate what has been achieved.

Here are some problem-solving activities you can use to effectively close a workshop or meeting and ensure the great work you’ve done can continue afterward.

One Breath Feedback

Maintaining attention and focus during the closing stages of a problem-solving workshop can be tricky and so being concise when giving feedback can be important. It’s easy to incur “death by feedback” should some team members go on for too long sharing their perspectives in a quick feedback round. 

One Breath Feedback is a great closing activity for workshops. You give everyone an opportunity to provide feedback on what they’ve done but only in the space of a single breath. This keeps feedback short and to the point and means that everyone is encouraged to provide the most important piece of feedback to them. 

One breath feedback   #closing   #feedback   #action   This is a feedback round in just one breath that excels in maintaining attention: each participants is able to speak during just one breath … for most people that’s around 20 to 25 seconds … unless of course you’ve been a deep sea diver in which case you’ll be able to do it for longer.

Who What When Matrix 

Matrices feature as part of many effective problem-solving strategies and with good reason. They are easily recognizable, simple to use, and generate results.

The Who What When Matrix is a great tool to use when closing your problem-solving session by attributing a who, what and when to the actions and solutions you have decided upon. The resulting matrix is a simple, easy-to-follow way of ensuring your team can move forward. 

Great solutions can’t be enacted without action and ownership. Your problem-solving process should include a stage for allocating tasks to individuals or teams and creating a realistic timeframe for those solutions to be implemented or checked out. Use this method to keep the solution implementation process clear and simple for all involved. 

Who/What/When Matrix   #gamestorming   #action   #project planning   With Who/What/When matrix, you can connect people with clear actions they have defined and have committed to.

Response cards

Group discussion can comprise the bulk of most problem-solving activities and by the end of the process, you might find that your team is talked out! 

Providing a means for your team to give feedback with short written notes can ensure everyone is head and can contribute without the need to stand up and talk. Depending on the needs of the group, giving an alternative can help ensure everyone can contribute to your problem-solving model in the way that makes the most sense for them.

Response Cards is a great way to close a workshop if you are looking for a gentle warm-down and want to get some swift discussion around some of the feedback that is raised. 

Response Cards   #debriefing   #closing   #structured sharing   #questions and answers   #thiagi   #action   It can be hard to involve everyone during a closing of a session. Some might stay in the background or get unheard because of louder participants. However, with the use of Response Cards, everyone will be involved in providing feedback or clarify questions at the end of a session.

Tips for effective problem solving

Problem-solving activities are only one part of the puzzle. While a great method can help unlock your team’s ability to solve problems, without a thoughtful approach and strong facilitation the solutions may not be fit for purpose.

Let’s take a look at some problem-solving tips you can apply to any process to help it be a success!

Clearly define the problem

Jumping straight to solutions can be tempting, though without first clearly articulating a problem, the solution might not be the right one. Many of the problem-solving activities below include sections where the problem is explored and clearly defined before moving on.

This is a vital part of the problem-solving process and taking the time to fully define an issue can save time and effort later. A clear definition helps identify irrelevant information and it also ensures that your team sets off on the right track.

Don’t jump to conclusions

It’s easy for groups to exhibit cognitive bias or have preconceived ideas about both problems and potential solutions. Be sure to back up any problem statements or potential solutions with facts, research, and adequate forethought.

The best techniques ask participants to be methodical and challenge preconceived notions. Make sure you give the group enough time and space to collect relevant information and consider the problem in a new way. By approaching the process with a clear, rational mindset, you’ll often find that better solutions are more forthcoming.  

Try different approaches  

Problems come in all shapes and sizes and so too should the methods you use to solve them. If you find that one approach isn’t yielding results and your team isn’t finding different solutions, try mixing it up. You’ll be surprised at how using a new creative activity can unblock your team and generate great solutions.

Don’t take it personally 

Depending on the nature of your team or organizational problems, it’s easy for conversations to get heated. While it’s good for participants to be engaged in the discussions, ensure that emotions don’t run too high and that blame isn’t thrown around while finding solutions.

You’re all in it together, and even if your team or area is seeing problems, that isn’t necessarily a disparagement of you personally. Using facilitation skills to manage group dynamics is one effective method of helping conversations be more constructive.

Get the right people in the room

Your problem-solving method is often only as effective as the group using it. Getting the right people on the job and managing the number of people present is important too!

If the group is too small, you may not get enough different perspectives to effectively solve a problem. If the group is too large, you can go round and round during the ideation stages.

Creating the right group makeup is also important in ensuring you have the necessary expertise and skillset to both identify and follow up on potential solutions. Carefully consider who to include at each stage to help ensure your problem-solving method is followed and positioned for success.

Create psychologically safe spaces for discussion

Identifying a problem accurately also requires that all members of a group are able to contribute their views in an open and safe manner.

It can be tough for people to stand up and contribute if the problems or challenges are emotive or personal in nature. Try and create a psychologically safe space for these kinds of discussions and where possible, create regular opportunities for challenges to be brought up organically.

Document everything

The best solutions can take refinement, iteration, and reflection to come out. Get into a habit of documenting your process in order to keep all the learnings from the session and to allow ideas to mature and develop. Many of the methods below involve the creation of documents or shared resources. Be sure to keep and share these so everyone can benefit from the work done!

Bring a facilitator 

Facilitation is all about making group processes easier. With a subject as potentially emotive and important as problem-solving, having an impartial third party in the form of a facilitator can make all the difference in finding great solutions and keeping the process moving. Consider bringing a facilitator to your problem-solving session to get better results and generate meaningful solutions!

Develop your problem-solving skills

It takes time and practice to be an effective problem solver. While some roles or participants might more naturally gravitate towards problem-solving, it can take development and planning to help everyone create better solutions.

You might develop a training program, run a problem-solving workshop or simply ask your team to practice using the techniques below. Check out our post on problem-solving skills to see how you and your group can develop the right mental process and be more resilient to issues too!

Design a great agenda

Workshops are a great format for solving problems. With the right approach, you can focus a group and help them find the solutions to their own problems. But designing a process can be time-consuming and finding the right activities can be difficult.

Check out our workshop planning guide to level-up your agenda design and start running more effective workshops. Need inspiration? Check out templates designed by expert facilitators to help you kickstart your process!

Save time and effort creating an effective problem solving process

A structured problem solving process is a surefire way of solving tough problems, discovering creative solutions and driving organizational change. But how can you design for successful outcomes?

With SessionLab, it’s easy to design engaging workshops that deliver results. Drag, drop and reorder blocks  to build your agenda. When you make changes or update your agenda, your session  timing   adjusts automatically , saving you time on manual adjustments.

Collaborating with stakeholders or clients? Share your agenda with a single click and collaborate in real-time. No more sending documents back and forth over email.

Explore  how to use SessionLab  to design effective problem solving workshops or  watch this five minute video  to see the planner in action!

Over to you

The problem-solving process can often be as complicated and multifaceted as the problems they are set-up to solve. With the right problem-solving techniques and a mix of exercises designed to guide discussion and generate purposeful ideas, we hope we’ve given you the tools to find the best solutions as simply and easily as possible.

Is there a problem-solving technique that you are missing here? Do you have a favorite activity or method you use when facilitating? Let us know in the comments below, we’d love to hear from you! 

James Smart is Head of Content at SessionLab. He’s also a creative facilitator who has run workshops and designed courses for establishments like the National Centre for Writing, UK. He especially enjoys working with young people and empowering others in their creative practice.

thank you very much for these excellent techniques

Certainly wonderful article, very detailed. Shared!

Your list of techniques for problem solving can be helpfully extended by adding TRIZ to the list of techniques. TRIZ has 40 problem solving techniques derived from methods inventros and patent holders used to get new patents. About 10-12 are general approaches. many organization sponsor classes in TRIZ that are used to solve business problems or general organiztational problems. You can take a look at TRIZ and dwonload a free internet booklet to see if you feel it shound be included per your selection process.

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Effective online tools are a necessity for smooth and engaging virtual workshops and meetings. But how do you choose the right ones? Do you sometimes feel that the good old pen and paper or MS Office toolkit and email leaves you struggling to stay on top of managing and delivering your workshop? Fortunately, there are plenty of great workshop tools to make your life easier when you need to facilitate a meeting and lead workshops. In this post, we’ll share our favorite online tools you can use to make your life easier and run better workshops and meetings. In fact, there are plenty of free online workshop tools and meeting…

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Methodology

• What Is Quantitative Research? | Definition, Uses & Methods

What Is Quantitative Research? | Definition, Uses & Methods

Published on June 12, 2020 by Pritha Bhandari . Revised on June 22, 2023.

Quantitative research is the process of collecting and analyzing numerical data. It can be used to find patterns and averages, make predictions, test causal relationships, and generalize results to wider populations.

Quantitative research is the opposite of qualitative research , which involves collecting and analyzing non-numerical data (e.g., text, video, or audio).

Quantitative research is widely used in the natural and social sciences: biology, chemistry, psychology, economics, sociology, marketing, etc.

• What is the demographic makeup of Singapore in 2020?
• How has the average temperature changed globally over the last century?
• Does environmental pollution affect the prevalence of honey bees?
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Table of contents

Quantitative research methods, quantitative data analysis, advantages of quantitative research, disadvantages of quantitative research, other interesting articles, frequently asked questions about quantitative research.

You can use quantitative research methods for descriptive, correlational or experimental research.

• In descriptive research , you simply seek an overall summary of your study variables.
• In correlational research , you investigate relationships between your study variables.
• In experimental research , you systematically examine whether there is a cause-and-effect relationship between variables.

Correlational and experimental research can both be used to formally test hypotheses , or predictions, using statistics. The results may be generalized to broader populations based on the sampling method used.

To collect quantitative data, you will often need to use operational definitions that translate abstract concepts (e.g., mood) into observable and quantifiable measures (e.g., self-ratings of feelings and energy levels).

Note that quantitative research is at risk for certain research biases , including information bias , omitted variable bias , sampling bias , or selection bias . Be sure that you’re aware of potential biases as you collect and analyze your data to prevent them from impacting your work too much.

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Once data is collected, you may need to process it before it can be analyzed. For example, survey and test data may need to be transformed from words to numbers. Then, you can use statistical analysis to answer your research questions .

Descriptive statistics will give you a summary of your data and include measures of averages and variability. You can also use graphs, scatter plots and frequency tables to visualize your data and check for any trends or outliers.

Using inferential statistics , you can make predictions or generalizations based on your data. You can test your hypothesis or use your sample data to estimate the population parameter .

First, you use descriptive statistics to get a summary of the data. You find the mean (average) and the mode (most frequent rating) of procrastination of the two groups, and plot the data to see if there are any outliers.

You can also assess the reliability and validity of your data collection methods to indicate how consistently and accurately your methods actually measured what you wanted them to.

Quantitative research is often used to standardize data collection and generalize findings . Strengths of this approach include:

• Replication

Repeating the study is possible because of standardized data collection protocols and tangible definitions of abstract concepts.

• Direct comparisons of results

The study can be reproduced in other cultural settings, times or with different groups of participants. Results can be compared statistically.

• Large samples

Data from large samples can be processed and analyzed using reliable and consistent procedures through quantitative data analysis.

• Hypothesis testing

Using formalized and established hypothesis testing procedures means that you have to carefully consider and report your research variables, predictions, data collection and testing methods before coming to a conclusion.

Despite the benefits of quantitative research, it is sometimes inadequate in explaining complex research topics. Its limitations include:

• Superficiality

Using precise and restrictive operational definitions may inadequately represent complex concepts. For example, the concept of mood may be represented with just a number in quantitative research, but explained with elaboration in qualitative research.

• Narrow focus

Predetermined variables and measurement procedures can mean that you ignore other relevant observations.

• Structural bias

Despite standardized procedures, structural biases can still affect quantitative research. Missing data , imprecise measurements or inappropriate sampling methods are biases that can lead to the wrong conclusions.

• Lack of context

Quantitative research often uses unnatural settings like laboratories or fails to consider historical and cultural contexts that may affect data collection and results.

If you want to know more about statistics , methodology , or research bias , make sure to check out some of our other articles with explanations and examples.

• Chi square goodness of fit test
• Degrees of freedom
• Null hypothesis
• Discourse analysis
• Control groups
• Mixed methods research
• Non-probability sampling
• Inclusion and exclusion criteria

Research bias

• Rosenthal effect
• Implicit bias
• Cognitive bias
• Selection bias
• Negativity bias
• Status quo bias

Quantitative research deals with numbers and statistics, while qualitative research deals with words and meanings.

Quantitative methods allow you to systematically measure variables and test hypotheses . Qualitative methods allow you to explore concepts and experiences in more detail.

In mixed methods research , you use both qualitative and quantitative data collection and analysis methods to answer your research question .

Data collection is the systematic process by which observations or measurements are gathered in research. It is used in many different contexts by academics, governments, businesses, and other organizations.

Operationalization means turning abstract conceptual ideas into measurable observations.

For example, the concept of social anxiety isn’t directly observable, but it can be operationally defined in terms of self-rating scores, behavioral avoidance of crowded places, or physical anxiety symptoms in social situations.

Before collecting data , it’s important to consider how you will operationalize the variables that you want to measure.

Reliability and validity are both about how well a method measures something:

• Reliability refers to the  consistency of a measure (whether the results can be reproduced under the same conditions).
• Validity   refers to the  accuracy of a measure (whether the results really do represent what they are supposed to measure).

If you are doing experimental research, you also have to consider the internal and external validity of your experiment.

Hypothesis testing is a formal procedure for investigating our ideas about the world using statistics. It is used by scientists to test specific predictions, called hypotheses , by calculating how likely it is that a pattern or relationship between variables could have arisen by chance.

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Home » Quantitative Research – Methods, Types and Analysis

Quantitative Research – Methods, Types and Analysis

Table of Contents

Quantitative Research

Quantitative research is a type of research that collects and analyzes numerical data to test hypotheses and answer research questions . This research typically involves a large sample size and uses statistical analysis to make inferences about a population based on the data collected. It often involves the use of surveys, experiments, or other structured data collection methods to gather quantitative data.

Quantitative Research Methods

Quantitative Research Methods are as follows:

Descriptive Research Design

Descriptive research design is used to describe the characteristics of a population or phenomenon being studied. This research method is used to answer the questions of what, where, when, and how. Descriptive research designs use a variety of methods such as observation, case studies, and surveys to collect data. The data is then analyzed using statistical tools to identify patterns and relationships.

Correlational Research Design

Correlational research design is used to investigate the relationship between two or more variables. Researchers use correlational research to determine whether a relationship exists between variables and to what extent they are related. This research method involves collecting data from a sample and analyzing it using statistical tools such as correlation coefficients.

Quasi-experimental Research Design

Quasi-experimental research design is used to investigate cause-and-effect relationships between variables. This research method is similar to experimental research design, but it lacks full control over the independent variable. Researchers use quasi-experimental research designs when it is not feasible or ethical to manipulate the independent variable.

Experimental Research Design

Experimental research design is used to investigate cause-and-effect relationships between variables. This research method involves manipulating the independent variable and observing the effects on the dependent variable. Researchers use experimental research designs to test hypotheses and establish cause-and-effect relationships.

Survey Research

Survey research involves collecting data from a sample of individuals using a standardized questionnaire. This research method is used to gather information on attitudes, beliefs, and behaviors of individuals. Researchers use survey research to collect data quickly and efficiently from a large sample size. Survey research can be conducted through various methods such as online, phone, mail, or in-person interviews.

Quantitative Research Analysis Methods

Here are some commonly used quantitative research analysis methods:

Statistical Analysis

Statistical analysis is the most common quantitative research analysis method. It involves using statistical tools and techniques to analyze the numerical data collected during the research process. Statistical analysis can be used to identify patterns, trends, and relationships between variables, and to test hypotheses and theories.

Regression Analysis

Regression analysis is a statistical technique used to analyze the relationship between one dependent variable and one or more independent variables. Researchers use regression analysis to identify and quantify the impact of independent variables on the dependent variable.

Factor Analysis

Factor analysis is a statistical technique used to identify underlying factors that explain the correlations among a set of variables. Researchers use factor analysis to reduce a large number of variables to a smaller set of factors that capture the most important information.

Structural Equation Modeling

Structural equation modeling is a statistical technique used to test complex relationships between variables. It involves specifying a model that includes both observed and unobserved variables, and then using statistical methods to test the fit of the model to the data.

Time Series Analysis

Time series analysis is a statistical technique used to analyze data that is collected over time. It involves identifying patterns and trends in the data, as well as any seasonal or cyclical variations.

Multilevel Modeling

Multilevel modeling is a statistical technique used to analyze data that is nested within multiple levels. For example, researchers might use multilevel modeling to analyze data that is collected from individuals who are nested within groups, such as students nested within schools.

Applications of Quantitative Research

Quantitative research has many applications across a wide range of fields. Here are some common examples:

• Market Research : Quantitative research is used extensively in market research to understand consumer behavior, preferences, and trends. Researchers use surveys, experiments, and other quantitative methods to collect data that can inform marketing strategies, product development, and pricing decisions.
• Health Research: Quantitative research is used in health research to study the effectiveness of medical treatments, identify risk factors for diseases, and track health outcomes over time. Researchers use statistical methods to analyze data from clinical trials, surveys, and other sources to inform medical practice and policy.
• Social Science Research: Quantitative research is used in social science research to study human behavior, attitudes, and social structures. Researchers use surveys, experiments, and other quantitative methods to collect data that can inform social policies, educational programs, and community interventions.
• Education Research: Quantitative research is used in education research to study the effectiveness of teaching methods, assess student learning outcomes, and identify factors that influence student success. Researchers use experimental and quasi-experimental designs, as well as surveys and other quantitative methods, to collect and analyze data.
• Environmental Research: Quantitative research is used in environmental research to study the impact of human activities on the environment, assess the effectiveness of conservation strategies, and identify ways to reduce environmental risks. Researchers use statistical methods to analyze data from field studies, experiments, and other sources.

Characteristics of Quantitative Research

Here are some key characteristics of quantitative research:

• Numerical data : Quantitative research involves collecting numerical data through standardized methods such as surveys, experiments, and observational studies. This data is analyzed using statistical methods to identify patterns and relationships.
• Large sample size: Quantitative research often involves collecting data from a large sample of individuals or groups in order to increase the reliability and generalizability of the findings.
• Objective approach: Quantitative research aims to be objective and impartial in its approach, focusing on the collection and analysis of data rather than personal beliefs, opinions, or experiences.
• Control over variables: Quantitative research often involves manipulating variables to test hypotheses and establish cause-and-effect relationships. Researchers aim to control for extraneous variables that may impact the results.
• Replicable : Quantitative research aims to be replicable, meaning that other researchers should be able to conduct similar studies and obtain similar results using the same methods.
• Statistical analysis: Quantitative research involves using statistical tools and techniques to analyze the numerical data collected during the research process. Statistical analysis allows researchers to identify patterns, trends, and relationships between variables, and to test hypotheses and theories.
• Generalizability: Quantitative research aims to produce findings that can be generalized to larger populations beyond the specific sample studied. This is achieved through the use of random sampling methods and statistical inference.

Examples of Quantitative Research

Here are some examples of quantitative research in different fields:

• Market Research: A company conducts a survey of 1000 consumers to determine their brand awareness and preferences. The data is analyzed using statistical methods to identify trends and patterns that can inform marketing strategies.
• Health Research : A researcher conducts a randomized controlled trial to test the effectiveness of a new drug for treating a particular medical condition. The study involves collecting data from a large sample of patients and analyzing the results using statistical methods.
• Social Science Research : A sociologist conducts a survey of 500 people to study attitudes toward immigration in a particular country. The data is analyzed using statistical methods to identify factors that influence these attitudes.
• Education Research: A researcher conducts an experiment to compare the effectiveness of two different teaching methods for improving student learning outcomes. The study involves randomly assigning students to different groups and collecting data on their performance on standardized tests.
• Environmental Research : A team of researchers conduct a study to investigate the impact of climate change on the distribution and abundance of a particular species of plant or animal. The study involves collecting data on environmental factors and population sizes over time and analyzing the results using statistical methods.
• Psychology : A researcher conducts a survey of 500 college students to investigate the relationship between social media use and mental health. The data is analyzed using statistical methods to identify correlations and potential causal relationships.
• Political Science: A team of researchers conducts a study to investigate voter behavior during an election. They use survey methods to collect data on voting patterns, demographics, and political attitudes, and analyze the results using statistical methods.

How to Conduct Quantitative Research

Here is a general overview of how to conduct quantitative research:

• Develop a research question: The first step in conducting quantitative research is to develop a clear and specific research question. This question should be based on a gap in existing knowledge, and should be answerable using quantitative methods.
• Develop a research design: Once you have a research question, you will need to develop a research design. This involves deciding on the appropriate methods to collect data, such as surveys, experiments, or observational studies. You will also need to determine the appropriate sample size, data collection instruments, and data analysis techniques.
• Collect data: The next step is to collect data. This may involve administering surveys or questionnaires, conducting experiments, or gathering data from existing sources. It is important to use standardized methods to ensure that the data is reliable and valid.
• Analyze data : Once the data has been collected, it is time to analyze it. This involves using statistical methods to identify patterns, trends, and relationships between variables. Common statistical techniques include correlation analysis, regression analysis, and hypothesis testing.
• Interpret results: After analyzing the data, you will need to interpret the results. This involves identifying the key findings, determining their significance, and drawing conclusions based on the data.
• Communicate findings: Finally, you will need to communicate your findings. This may involve writing a research report, presenting at a conference, or publishing in a peer-reviewed journal. It is important to clearly communicate the research question, methods, results, and conclusions to ensure that others can understand and replicate your research.

When to use Quantitative Research

Here are some situations when quantitative research can be appropriate:

• To test a hypothesis: Quantitative research is often used to test a hypothesis or a theory. It involves collecting numerical data and using statistical analysis to determine if the data supports or refutes the hypothesis.
• To generalize findings: If you want to generalize the findings of your study to a larger population, quantitative research can be useful. This is because it allows you to collect numerical data from a representative sample of the population and use statistical analysis to make inferences about the population as a whole.
• To measure relationships between variables: If you want to measure the relationship between two or more variables, such as the relationship between age and income, or between education level and job satisfaction, quantitative research can be useful. It allows you to collect numerical data on both variables and use statistical analysis to determine the strength and direction of the relationship.
• To identify patterns or trends: Quantitative research can be useful for identifying patterns or trends in data. For example, you can use quantitative research to identify trends in consumer behavior or to identify patterns in stock market data.
• To quantify attitudes or opinions : If you want to measure attitudes or opinions on a particular topic, quantitative research can be useful. It allows you to collect numerical data using surveys or questionnaires and analyze the data using statistical methods to determine the prevalence of certain attitudes or opinions.

Purpose of Quantitative Research

The purpose of quantitative research is to systematically investigate and measure the relationships between variables or phenomena using numerical data and statistical analysis. The main objectives of quantitative research include:

• Description : To provide a detailed and accurate description of a particular phenomenon or population.
• Explanation : To explain the reasons for the occurrence of a particular phenomenon, such as identifying the factors that influence a behavior or attitude.
• Prediction : To predict future trends or behaviors based on past patterns and relationships between variables.
• Control : To identify the best strategies for controlling or influencing a particular outcome or behavior.

Quantitative research is used in many different fields, including social sciences, business, engineering, and health sciences. It can be used to investigate a wide range of phenomena, from human behavior and attitudes to physical and biological processes. The purpose of quantitative research is to provide reliable and valid data that can be used to inform decision-making and improve understanding of the world around us.

Advantages of Quantitative Research

There are several advantages of quantitative research, including:

• Objectivity : Quantitative research is based on objective data and statistical analysis, which reduces the potential for bias or subjectivity in the research process.
• Reproducibility : Because quantitative research involves standardized methods and measurements, it is more likely to be reproducible and reliable.
• Generalizability : Quantitative research allows for generalizations to be made about a population based on a representative sample, which can inform decision-making and policy development.
• Precision : Quantitative research allows for precise measurement and analysis of data, which can provide a more accurate understanding of phenomena and relationships between variables.
• Efficiency : Quantitative research can be conducted relatively quickly and efficiently, especially when compared to qualitative research, which may involve lengthy data collection and analysis.
• Large sample sizes : Quantitative research can accommodate large sample sizes, which can increase the representativeness and generalizability of the results.

Limitations of Quantitative Research

There are several limitations of quantitative research, including:

• Limited understanding of context: Quantitative research typically focuses on numerical data and statistical analysis, which may not provide a comprehensive understanding of the context or underlying factors that influence a phenomenon.
• Simplification of complex phenomena: Quantitative research often involves simplifying complex phenomena into measurable variables, which may not capture the full complexity of the phenomenon being studied.
• Potential for researcher bias: Although quantitative research aims to be objective, there is still the potential for researcher bias in areas such as sampling, data collection, and data analysis.
• Limited ability to explore new ideas: Quantitative research is often based on pre-determined research questions and hypotheses, which may limit the ability to explore new ideas or unexpected findings.
• Limited ability to capture subjective experiences : Quantitative research is typically focused on objective data and may not capture the subjective experiences of individuals or groups being studied.
• Ethical concerns : Quantitative research may raise ethical concerns, such as invasion of privacy or the potential for harm to participants.

About the author

Muhammad Hassan

Researcher, Academic Writer, Web developer

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10 Quantitative Skills and How to Develop Them

• Updated December 25, 2023
• Published August 8, 2023

Are you looking to learn more about Quantitative skills? In this article, we discuss Quantitative skills in more detail and give you tips about how you can develop and improve them.

What are Quantitative skills?

Quantitative skills refer to the ability to work with numerical data, perform mathematical calculations, and analyze information using quantitative methods. These skills are crucial in various fields, including but not limited to science, engineering, finance, economics, data science, and social sciences. Here are some key aspects of quantitative skills:

Mathematics

Data analysis.

• Critical Thinking

Modeling and Simulation

Problem solving, computer programming, financial analysis, economics and econometrics, research and surveys, data visualization.

Developing and honing quantitative skills can greatly enhance your problem-solving abilities and increase marketability across various industries and academic disciplines.

Top 10 Quantitative Skills

Below we discuss the top 10 Quantitative skills. Each skill is discussed in more detail, and we will also give you tips on improving them.

Mathematics is a fundamental quantitative skill that forms the bedrock of various disciplines and problem-solving processes. It encompasses various mathematical concepts, including arithmetic, algebra, calculus, geometry, and statistics. With a solid understanding of mathematics, you can work with numerical data, make accurate calculations, and analyze complex patterns and relationships.

How to Improve Mathematics

Improving your mathematical skills involves consistent practice and a growth mindset. Revisiting basic concepts, such as arithmetic operations and algebraic equations, to build a strong foundation. As you progress, delve into more advanced topics like calculus and statistics to understand quantitative analysis better. Embrace challenges and problem-solving exercises to enhance your critical thinking abilities, and seek out resources like textbooks, online courses, or tutorials to reinforce your knowledge.

Practical application is essential for strengthening your mathematical skills. Engage in real-world problems and projects that require quantitative analysis. Work with data sets, interpret graphs, and tackle mathematical modeling tasks. Collaborate with others and seek feedback to gain different perspectives and learn new approaches to problem-solving. The more you immerse yourself in mathematical applications, the more proficient and confident you will become in handling quantitative challenges across various fields. Remember, with determination and perseverance. You can continually improve your mathematical skills and unlock a world of opportunities in the data-driven landscape.

Data analysis is a vital quantitative skill that involves collecting, cleaning, organizing, and interpreting data to extract valuable insights and make informed decisions. It encompasses various techniques, including statistical methods, data visualization, and data mining. Mastering data analysis empowers you to uncover patterns, trends, and correlations within datasets, enabling you to draw meaningful conclusions and address complex problems.

How to Improve Data Analysis

To improve your data analysis skills, familiarize yourself with various data manipulation and cleaning techniques. Learn how to handle missing data, remove outliers, and transform data into a usable format. Next, dive into statistical concepts such as hypothesis testing, regression analysis, and descriptive statistics. Understanding these methods will help you draw accurate conclusions from data and support your decision-making process.

Practice is key to honing your data analysis skills. Seek out real-world datasets and work on projects that require data analysis. Engage in data-driven research, participate in data analysis competitions, or collaborate on data projects with others. Leveraging data analysis tools and software like Python, R, or Excel will also aid in gaining hands-on experience. Continuously challenge yourself to tackle increasingly complex datasets and problems, and seek feedback from peers or mentors to refine your analytical techniques. By combining theoretical knowledge with practical experience, you will become a proficient data analyst, capable of extracting valuable insights from data and driving evidence-based decision-making in diverse domains.

Critical thinking is a foundational quantitative skill that involves analyzing, evaluating, and synthesizing information objectively to make reasoned decisions and solve problems effectively. It encompasses logical reasoning, questioning assumptions, and considering different perspectives. Mastering critical thinking empowers you to approach complex issues with a clear and open mind, make well-informed choices, and overcome challenges more efficiently.

How to Improve Critical Thinking

To improve your critical thinking skills, start by practicing active reading and engaging with diverse sources of information. Question the author’s arguments, identify biases, and assess the validity of the evidence presented. Cultivate a habit of seeking alternative viewpoints to broaden your understanding of complex topics and strengthen your ability to evaluate arguments objectively.

Engaging in thought-provoking discussions and debates can also sharpen your critical thinking skills. Participate in group discussions or join forums where ideas are exchanged and challenged. Defend your viewpoints logically and be receptive to constructive criticism. Through this process, you’ll develop the ability to analyze different perspectives and refine your own arguments.

Additionally, solve puzzles, riddles, and brain-teasers regularly to enhance problem-solving abilities. These activities stimulate your mind and encourage creative thinking, essential in critical thinking. Embrace intellectual curiosity, be open to learning from various disciplines, and continuously question assumptions and conclusions. By consistently practicing critical thinking, you’ll become more adept at making informed decisions, solving complex problems, and navigating the challenges of a data-rich world.

Related :  Quantitative Analyst vs. Data Scientist – What’s The Difference?

Modeling and simulation is a powerful quantitative skill that involves creating mathematical or computational models to represent real-world systems and processes. These models help you understand and analyze complex phenomena, make predictions, and simulate different scenarios to gain insights into how the system behaves under various conditions. Mastering modeling and simulation empower you to solve complex problems, optimize processes, and make data-driven decisions in diverse fields.

How to Improve Modeling and Simulation

To improve your modeling and simulation skills, start by gaining a strong foundation in mathematics, especially in calculus, differential equations, and linear algebra. These mathematical concepts are the building blocks of many modeling techniques. Familiarize yourself with relevant software and programming languages like Python, MATLAB, or simulation-specific tools. Practice implementing models and simulations with real data to understand how they apply to specific situations and improve your technical proficiency.

Study and analyze existing models and simulations in your area of interest. By examining how experts have approached similar problems, you can learn valuable insights and adapt their approaches to your own work. Engage in projects that require creating models and simulations and challenge yourself to develop innovative ways to represent complex systems. Collaborate with professionals in your field or join simulation-focused communities to share knowledge and receive feedback on your work. With dedication and continuous learning, you can enhance your modeling and simulation skills and contribute to cutting-edge research and problem-solving in various domains.

Problem-solving is a fundamental quantitative skill that involves the ability to approach challenges methodically, analyze them, and devise effective solutions. It encompasses critical thinking, data analysis, and decision-making to tackle complex issues across various domains. Mastering problem-solving empowers you to identify problems, break them down into manageable parts, and apply quantitative and qualitative methods to reach well-reasoned conclusions.

How to Improve Problem-Solving

To improve your problem-solving skills, embrace a growth mindset and view challenges as opportunities to learn and grow. Analyze problems systematically by breaking them into smaller components and understanding the relationships between them. Practice active brainstorming to generate multiple solutions and evaluate each option’s feasibility and potential outcomes.

Foster collaboration and seek diverse perspectives by discussing problems with colleagues or mentors. Working in teams can provide valuable insights and different problem-solving approaches. Continuously seek opportunities to apply your problem-solving skills in academic studies, professional work, or personal projects. Embrace failures as learning experiences and use feedback to refine your problem-solving strategies. As you encounter new problems, keep track of your approach, document the steps you take, and reflect on the effectiveness of your solutions. Over time, your problem-solving skills will strengthen, and you will become a resourceful and confident solver of complex quantitative challenges.

Related :  Problem-Solving Interview Questions & Answers

Computer programming is a crucial quantitative skill that involves writing instructions in programming languages to create software, applications, and algorithms. It allows you to automate tasks, manipulate data, and implement complex quantitative models. Mastering computer programming empowers you to turn ideas into reality and leverage the power of technology to solve a wide range of quantitative problems.

How to Improve Computer Programming

To improve your computer programming skills, select a programming language that aligns with your goals and interests. Popular languages like Python, R, or Java offer robust capabilities for quantitative tasks. Begin with the basics, such as learning syntax, variables, and control structures. As you gain confidence, progress to more advanced topics like functions, object-oriented programming, and data structures.

Engage in hands-on projects to apply your programming skills. Work on real-world problems, tackle coding challenges and develop small applications or scripts. Collaborate with others in coding communities or join open-source projects to gain exposure to different coding styles and problem-solving approaches. Seek feedback from peers or mentors to improve your code quality and efficiency. Embrace continuous learning by exploring online tutorials, coding boot camps, or advanced courses in your chosen programming language. As you persistently practice and refine your programming abilities, you’ll become adept at using this quantitative skill to create innovative solutions and contribute to various quantitative domains.

Financial analysis is a vital quantitative skill that involves examining financial data, statements, and economic trends to evaluate the financial health and performance of individuals, companies, or organizations. It encompasses skills like ratio analysis, cash flow analysis, and risk assessment. Mastering financial analysis empowers you to make informed investment decisions, assess business profitability, and manage financial risks effectively.

How to Improve Financial Analysis

To improve your financial analysis skills, familiarize yourself with financial statements like balance sheets, income statements, and cash flow statements. Learn how to interpret these documents and extract meaningful information about a company’s financial position and performance. Practice calculating and interpreting financial ratios to assess a business’s liquidity, profitability, and leverage.

Stay updated on economic and financial market trends to understand their impact on financial analysis. Follow news and market reports and analyze how economic indicators influence financial data. Engage in case studies and financial modeling exercises to simulate real-world scenarios and strengthen your analytical abilities. Seek internships or work opportunities in finance-related roles to gain practical experience and exposure to financial analysis in a professional setting. Seek feedback from experienced financial analysts and mentors to refine your skills and build confidence in your financial analysis capabilities. With dedication and continuous learning, you can become a proficient financial analyst capable of providing valuable insights and recommendations in the dynamic world of finance.

Economics and econometrics are valuable quantitative skills that study economic systems, behavior, and trends. Furthermore, Economics deals with understanding how individuals, businesses, and governments make choices to allocate resources to satisfy their needs and wants. Econometrics involves applying statistical and mathematical methods to economic data to develop and test economic models. Mastering economics and econometrics empower you to analyze economic phenomena, forecast trends, and evaluate policy impacts.

How to Improve Economics and Econometrics

To improve your skills in economics and econometrics, start by building a strong foundation in economic principles, theories, and concepts. Understand the fundamental factors influencing supply and demand, market structures, and economic growth. As you progress, familiarize yourself with statistical techniques commonly used in econometrics, such as regression analysis, time-series analysis, and hypothesis testing.

Engage in economic research and data analysis projects to gain hands-on experience. Utilize economic databases, access publicly available economic data, and practice applying econometric methods to analyze the data. Consider taking specialized courses or pursuing advanced degrees in economics or econometrics to deepen your knowledge and expertise. Collaborate with professors, researchers, or peers to receive feedback on your work and exchange ideas. Embrace interdisciplinary approaches by integrating knowledge from related fields such as finance, international relations, or environmental studies. By continuously challenging yourself to apply economic principles and econometric methods to real-world problems, you’ll become a skilled economist capable of contributing valuable to economic research and policy analysis.

These are essential quantitative skills for gathering and analyzing academic, business, or social data. Research involves designing studies, formulating hypotheses, and collecting data through various methods such as surveys, experiments, or observations. Surveys are specific data collection tools that involve asking a targeted group of individuals questions to gather information about their opinions, behaviors, or preferences. Mastering research and surveys empower you to obtain valuable insights, draw meaningful conclusions, and contribute to evidence-based decision-making.

How to Improve Research and Surveys

To improve your skills in research and surveys, start by learning about research methodologies and survey design. Understand the different types of research approaches, sampling techniques, and data collection methods. Practice creating survey questionnaires that are clear, unbiased, and effectively capture the information you need. Consider using online survey platforms to distribute surveys and analyze the responses efficiently.

Emphasize the importance of ethics in research and surveys. Familiarize yourself with ethical guidelines for conducting research involving human subjects, ensuring confidentiality, and obtaining informed consent. Participate in research projects or volunteer to assist with surveys to gain practical experience. Collaborate with experienced researchers or survey specialists to learn from their expertise and receive feedback on your own work. Continuously review and improve your research and survey techniques based on feedback and evolving best practices. By refining your skills and adhering to rigorous research standards, you’ll become a proficient researcher capable of conducting insightful studies and providing valuable contributions to your field of interest.

Data visualization is a crucial quantitative skill that involves presenting data in graphical or visual formats to convey complex information in a clear and intuitive manner. It encompasses various visualization techniques such as charts, graphs, maps, and infographics. Mastering data visualization empowers you to communicate data-driven insights effectively, enabling others to understand trends, patterns, and relationships within datasets more easily.

How to Improve Data Visualization

To improve your data visualization skills, start by understanding the principles of effective data visualization. Learn about different types of charts and graphs and when to use each to best represent your data. Practice using data visualization tools like Tableau, Excel, or Python libraries (e.g., Matplotlib, Seaborn) to create compelling visualizations. Experiment with different color schemes, fonts, and design elements to enhance the visual appeal and clarity of your visualizations.

Seek inspiration from existing data visualization examples and data-driven stories. Analyze how other professionals and data journalists present complex information visually and learn from their techniques. Participate in data visualization challenges or competitions to challenge yourself and receive feedback from a broader audience. Collaborate with peers or mentors in data-related fields to exchange ideas and insights. By continuously practicing data visualization and incorporating feedback into your work, you’ll develop the skills to create impactful visualizations that effectively communicate data insights and aid decision-making in diverse domains.

Quantitative Skills Conclusion

In conclusion, developing quantitative skills is paramount in today’s data-driven world. Whether you are a student, a professional, or an aspiring researcher, honing these skills can significantly enhance your problem-solving abilities and boost your career prospects. Working with numbers, analyzing data, and making informed decisions based on quantitative evidence is highly valued across various fields and industries.

Improving these skills requires dedication, practice, and a growth mindset. Embrace challenges and seek opportunities to apply quantitative techniques in your academic or professional projects. Use online courses, tutorials, and resources to reinforce your knowledge and learn new methodologies. Collaborate with others to gain different perspectives and approaches to problem-solving. Seek feedback from mentors or experts to refine your techniques and continue to grow.

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The 5 steps of the solving problem process

August 17, 2023 by MindManager Blog

Whether you run a business, manage a team, or work in an industry where change is the norm, it may feel like something is always going wrong. Thankfully, becoming proficient in the problem solving process can alleviate a great deal of the stress that business issues can create.

Understanding the right way to solve problems not only takes the guesswork out of how to deal with difficult, unexpected, or complex situations, it can lead to more effective long-term solutions.

In this article, we’ll walk you through the 5 steps of problem solving, and help you explore a few examples of problem solving scenarios where you can see the problem solving process in action before putting it to work.

Understanding the problem solving process

When something isn’t working, it’s important to understand what’s at the root of the problem so you can fix it and prevent it from happening again. That’s why resolving difficult or complex issues works best when you apply proven business problem solving tools and techniques – from soft skills, to software.

The problem solving process typically includes:

• Pinpointing what’s broken by gathering data and consulting with team members.
• Figuring out why it’s not working by mapping out and troubleshooting the problem.
• Deciding on the most effective way to fix it by brainstorming and then implementing a solution.

While skills like active listening, collaboration, and leadership play an important role in problem solving, tools like visual mapping software make it easier to define and share problem solving objectives, play out various solutions, and even put the best fit to work.

Before you can take your first step toward solving a problem, you need to have a clear idea of what the issue is and the outcome you want to achieve by resolving it.

For example, if your company currently manufactures 50 widgets a day, but you’ve started processing orders for 75 widgets a day, you could simply say you have a production deficit.

However, the problem solving process will prove far more valuable if you define the start and end point by clarifying that production is running short by 25 widgets a day, and you need to increase daily production by 50%.

Once you know where you’re at and where you need to end up, these five steps will take you from Point A to Point B:

• Figure out what’s causing the problem . You may need to gather knowledge and evaluate input from different documents, departments, and personnel to isolate the factors that are contributing to your problem. Knowledge visualization software like MindManager can help.
• Come up with a few viable solutions . Since hitting on exactly the right solution – right away – can be tough, brainstorming with your team and mapping out various scenarios is the best way to move forward. If your first strategy doesn’t pan out, you’ll have others on tap you can turn to.
• Choose the best option . Decision-making skills, and software that lets you lay out process relationships, priorities, and criteria, are invaluable for selecting the most promising solution. Whether it’s you or someone higher up making that choice, it should include weighing costs, time commitments, and any implementation hurdles.
• Put your chosen solution to work . Before implementing your fix of choice, you should make key personnel aware of changes that might affect their daily workflow, and set up benchmarks that will make it easy to see if your solution is working.
• Evaluate your outcome . Now comes the moment of truth: did the solution you implemented solve your problem? Do your benchmarks show you achieved the outcome you wanted? If so, congratulations! If not, you’ll need to tweak your solution to meet your problem solving goal.

In practice, you might not hit a home-run with every solution you execute. But the beauty of a repeatable process like problem solving is that you can carry out steps 4 and 5 again by drawing from the brainstorm options you documented during step 2.

Examples of problem solving scenarios

The best way to get a sense of how the problem solving process works before you try it for yourself is to work through some simple scenarios.

Here are three examples of how you can apply business problem solving techniques to common workplace challenges.

Scenario #1: Manufacturing

Building on our original manufacturing example, you determine that your company is consistently short producing 25 widgets a day and needs to increase daily production by 50%.

Since you’d like to gather data and input from both your manufacturing and sales order departments, you schedule a brainstorming session to discover the root cause of the shortage.

After examining four key production areas – machines, materials, methods, and management – you determine the cause of the problem: the material used to manufacture your widgets can only be fed into your equipment once the machinery warms up to a specific temperature for the day.

Your team comes up with three possible solutions.

• Leave your machinery running 24 hours so it’s always at temperature.
• Invest in equipment that heats up faster.
• Find an alternate material for your widgets.

After weighing the expense of the first two solutions, and conducting some online research, you decide that switching to a comparable but less expensive material that can be worked at a lower temperature is your best option.

You implement your plan, monitor your widget quality and output over the following week, and declare your solution a success when daily production increases by 100%.

Scenario #2: Service Delivery

Business training is booming and you’ve had to onboard new staff over the past month. Now you learn that several clients have expressed concern about the quality of your recent training sessions.

After speaking with both clients and staff, you discover there are actually two distinct factors contributing to your quality problem:

• The additional conference room you’ve leased to accommodate your expanding training sessions has terrible acoustics
• The AV equipment you’ve purchased to accommodate your expanding workforce is on back-order – and your new hires have been making do without

You could look for a new conference room or re-schedule upcoming training sessions until after your new equipment arrives. But your team collaboratively determines that the best way to mitigate both issues at once is by temporarily renting the high-quality sound and visual system they need.

Using benchmarks that include several weeks of feedback from session attendees, and random session spot-checks you conduct personally, you conclude the solution has worked.

Scenario #3: Marketing

You’ve invested heavily in product marketing, but still can’t meet your sales goals. Specifically, you missed your revenue target by 30% last year and would like to meet that same target this year.

After collecting and examining reams of information from your sales and accounting departments, you sit down with your marketing team to figure out what’s hindering your success in the marketplace.

Determining that your product isn’t competitively priced, you map out two viable solutions.

• Hire a third-party specialist to conduct a detailed market analysis.
• Drop the price of your product to undercut competitors.

Since you’re in a hurry for results, you decide to immediately reduce the price of your product and market it accordingly.

When revenue figures for the following quarter show sales have declined even further – and marketing surveys show potential customers are doubting the quality of your product – you revert back to your original pricing, revisit your problem solving process, and implement the market analysis solution instead.

With the valuable information you gain, you finally arrive at just the right product price for your target market and sales begin to pick up. Although you miss your revenue target again this year, you meet it by the second quarter of the following year.

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Negotiation Engineering: A Quantitative Problem-Solving Approach to Negotiation

• Published: 06 October 2017
• Volume 27 , pages 9–31, ( 2018 )

Cite this article

• Tobias W. Langenegger   ORCID: orcid.org/0000-0001-6828-5725 1 &
• Michael Ambühl 1  

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Although they are often complex, negotiations are practical problems that can be solved with the aid of specialized, ad hoc methods. We introduce a problem-solving approach to difficult negotiations inspired by the established solution-oriented discipline of engineering, which we term “Negotiation Engineering”. It is based on the reduction of problems to their most formal structures and the heuristic application of quantitative methods for problem solving. We argue that mathematical language in negotiations helps to increase logical accuracy in negotiation analysis and allows for the use of a variety of existing helpful mathematical tools to achieve a negotiation agreement. We demonstrate the practicability and usefulness of this approach using four case studies in the area of international diplomacy in which Negotiation Engineering was applied to achieve negotiation solutions.

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Negotiation Support: Trends and Problems

Negotiation Based on Fuzzy Logic and Knowledge Engineering: Some Case Studies

Methods to Analyze Negotiation Processes

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The utility of actor a in phase p is \(u_{pa} = \mathop {\sum }\nolimits _{i=1}^{{\bar{\imath }}} \beta _{ai} u_{ai}, i \in I_p\) , where \(\beta _{ai}\) is a weighting factor, weighting the importance of issue i for actor a .

Somehow generalizing Nash’s concept of a combined utility function \(F_p\) , the negotiation in phase p could be modeled, e.g., as follows:

where \(\alpha _a\) being a weighting factor, weighting the importance of actor a ,

This is a typical proceeding through which the advantages of a sequential and simultaneous resolution of issues is combined when, on one hand, the number of issues is too large to be negotiated at once but, on the other hand, the combination of different issues (which are differently valuated by the actors) allows to trade them off against each other. The well-known principle ‘nothing is agreed until everything is agreed’ allows a re-negotiation of already-concluded phases if the overall result should not satisfy one of the actors. In practice, the acceptance of a ‘not so perfect’ result in a previous phase often acts as a bargaining chip in later phases.

See, e.g., Kersten ( 2003 ), who speaks about the engineering approach to negotiation in the context of e-negotiation.

It could be argued that there are other decisive dimensions on which these approaches should be distinguished. This is certainly a relevant and interesting issue, which we cannot conclusively discuss here, as it would go beyond the scope of this article. Nonetheless, we have considered additional criteria, such as “needed abstraction”, “methodological pluralism”, “temporal considerations”, and “strategicness”, as well as the differentiation between “descriptive, prescriptive, and normative methods” (Bell et al. 1988 ). According to our view, these criteria are not fully independent of the two dimensions described above because they are related (e.g., “higher abstraction” correlates with “quantitativeness” and “temporal considerations” are related to the question of whether one uses an ex-ante or ex-post approach). For this reason, we limit our distinction to two dimensions.

Not being a member of the EU, Switzerland’s relations with its most important partner (the EU) are governed by bilateral treaties. This bilateral relationship is as an alternative to membership, which could also be of interest to other states. It could be a possible model for the future relationship between Great Britain and the European Union after the British withdrawal from the EU (Brexit).

A tariffication is the transformation of quantitative restrictions into tariffs.

Schengen is a joint European area with no internal border control, and the Dublin System establishes uniform criteria for examining asylum applications by assigning each application to only one state.

P5+1 represents the five permanent members of the UN Security Council (China, France, Russia, the United Kingdom, and the United States) plus Germany.

A non-paper is an informal negotiation text for discussion among delegations. It has no identified source or attribution and does not commit the originating delegation’s country to the content.

It seems remarkable that there was no reduction in the number of centrifuges mapped in the model. This is because it was impossible to agree on such a reduction at the time. Even in the negotiated agreement of July 2015, it was not possible to agree on a reduction below the level of 2007. On the contrary, Iran had, according to the data of the International Atomic Energy Agency (IAEA), 656 centrifuges in February 2007. Over the following years, Iran increased its nuclear program and in 2015, the P5+1 agreed to allow Iran 6104 operational centrifuges, with 5060 allowed to enrich uranium.

A more detailed analysis of this escalation and the underlying mechanisms was presented at the International Conference on Group Decision and Negotiation 2016, Bellingham, USA (Langenegger 2016 ).

Percentage of foreigners and the migration rate for comparable European countries in 2013 based on data from EUROSTAT: Austria 12%, 1.1%; Belgium 11%, 0.9%; France 6%, 0.3%; Germany 9%, 0.7%; Netherlands 4%, 0.6%; Sweden 7%, 1.0%.

The 28 EU states and the four EFTA states (Iceland, Liechtenstein, Norway, and Switzerland) form a free movement of person’s area.

An interesting example for the question ”what is the right problem?” is the current debate about the distribution of refugees within the EU (e.g., Grech 2016 ). According to the EU Commission a mathematical formula for a fair distribution key is necessary, while some Member States argue that the search for a formula is the wrong problem to address; the real question is the one about the competences and the moral duties.

Examples of such key issues are the definition of the tariffs in Case 1 and the number of centrifuges in Case 3. They were identified as key sub-problems to the negotiation and their formalization helped to facilitate the discussion.

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Langenegger, T.W., Ambühl, M. Negotiation Engineering: A Quantitative Problem-Solving Approach to Negotiation. Group Decis Negot 27 , 9–31 (2018). https://doi.org/10.1007/s10726-017-9547-5

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Published : 06 October 2017

Issue Date : February 2018

DOI : https://doi.org/10.1007/s10726-017-9547-5

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