solution problem solving examples

26 Expert-Backed Problem Solving Examples – Interview Answers

Published: February 13, 2023

Interview Questions and Answers

Actionable advice from real experts:

Biron Clark

Former Recruiter

Contributor

Dr. Kyle Elliott

Career Coach

Hayley Jukes

Editor-in-Chief

Biron Clark , Former Recruiter

Kyle Elliott , Career Coach

Hayley Jukes , Editor

As a recruiter , I know employers like to hire people who can solve problems and work well under pressure.

 A job rarely goes 100% according to plan, so hiring managers are more likely to hire you if you seem like you can handle unexpected challenges while staying calm and logical.

But how do they measure this?

Hiring managers will ask you interview questions about your problem-solving skills, and they might also look for examples of problem-solving on your resume and cover letter. 

In this article, I’m going to share a list of problem-solving examples and sample interview answers to questions like, “Give an example of a time you used logic to solve a problem?” and “Describe a time when you had to solve a problem without managerial input. How did you handle it, and what was the result?”

• Problem-solving involves identifying, prioritizing, analyzing, and solving problems using a variety of skills like critical thinking, creativity, decision making, and communication.
• Describe the Situation, Task, Action, and Result ( STAR method ) when discussing your problem-solving experiences.
• Tailor your interview answer with the specific skills and qualifications outlined in the job description.
• Provide numerical data or metrics to demonstrate the tangible impact of your problem-solving efforts.

What are Problem Solving Skills? 

Problem-solving is the ability to identify a problem, prioritize based on gravity and urgency, analyze the root cause, gather relevant information, develop and evaluate viable solutions, decide on the most effective and logical solution, and plan and execute implementation. 

Problem-solving encompasses other skills that can be showcased in an interview response and your resume. Problem-solving skills examples include:

• Critical thinking
• Analytical skills
• Decision making
• Research skills
• Technical skills
• Communication skills
• Adaptability and flexibility

Why is Problem Solving Important in the Workplace?

Problem-solving is essential in the workplace because it directly impacts productivity and efficiency. Whenever you encounter a problem, tackling it head-on prevents minor issues from escalating into bigger ones that could disrupt the entire workflow. 

Beyond maintaining smooth operations, your ability to solve problems fosters innovation. It encourages you to think creatively, finding better ways to achieve goals, which keeps the business competitive and pushes the boundaries of what you can achieve. 

Effective problem-solving also contributes to a healthier work environment; it reduces stress by providing clear strategies for overcoming obstacles and builds confidence within teams. 

Examples of Problem-Solving in the Workplace

• Correcting a mistake at work, whether it was made by you or someone else
• Overcoming a delay at work through problem solving and communication
• Resolving an issue with a difficult or upset customer
• Overcoming issues related to a limited budget, and still delivering good work through the use of creative problem solving
• Overcoming a scheduling/staffing shortage in the department to still deliver excellent work
• Troubleshooting and resolving technical issues
• Handling and resolving a conflict with a coworker
• Solving any problems related to money, customer billing, accounting and bookkeeping, etc.
• Taking initiative when another team member overlooked or missed something important
• Taking initiative to meet with your superior to discuss a problem before it became potentially worse
• Solving a safety issue at work or reporting the issue to those who could solve it
• Using problem solving abilities to reduce/eliminate a company expense
• Finding a way to make the company more profitable through new service or product offerings, new pricing ideas, promotion and sale ideas, etc.
• Changing how a process, team, or task is organized to make it more efficient
• Using creative thinking to come up with a solution that the company hasn’t used before
• Performing research to collect data and information to find a new solution to a problem
• Boosting a company or team’s performance by improving some aspect of communication among employees
• Finding a new piece of data that can guide a company’s decisions or strategy better in a certain area

Problem-Solving Examples for Recent Grads/Entry-Level Job Seekers

• Coordinating work between team members in a class project
• Reassigning a missing team member’s work to other group members in a class project
• Adjusting your workflow on a project to accommodate a tight deadline
• Speaking to your professor to get help when you were struggling or unsure about a project
• Asking classmates, peers, or professors for help in an area of struggle
• Talking to your academic advisor to brainstorm solutions to a problem you were facing
• Researching solutions to an academic problem online, via Google or other methods
• Using problem solving and creative thinking to obtain an internship or other work opportunity during school after struggling at first

How To Answer “Tell Us About a Problem You Solved”

When you answer interview questions about problem-solving scenarios, or if you decide to demonstrate your problem-solving skills in a cover letter (which is a good idea any time the job description mentions problem-solving as a necessary skill), I recommend using the STAR method.

STAR stands for:

It’s a simple way of walking the listener or reader through the story in a way that will make sense to them. 

Start by briefly describing the general situation and the task at hand. After this, describe the course of action you chose and why. Ideally, show that you evaluated all the information you could given the time you had, and made a decision based on logic and fact. Finally, describe the positive result you achieved.

Note: Our sample answers below are structured following the STAR formula. Be sure to check them out!

EXPERT ADVICE

Dr. Kyle Elliott , MPA, CHES Tech & Interview Career Coach caffeinatedkyle.com

How can I communicate complex problem-solving experiences clearly and succinctly?

Before answering any interview question, it’s important to understand why the interviewer is asking the question in the first place.

When it comes to questions about your complex problem-solving experiences, for example, the interviewer likely wants to know about your leadership acumen, collaboration abilities, and communication skills, not the problem itself.

Therefore, your answer should be focused on highlighting how you excelled in each of these areas, not diving into the weeds of the problem itself, which is a common mistake less-experienced interviewees often make.

Tailoring Your Answer Based on the Skills Mentioned in the Job Description

As a recruiter, one of the top tips I can give you when responding to the prompt “Tell us about a problem you solved,” is to tailor your answer to the specific skills and qualifications outlined in the job description. 

Once you’ve pinpointed the skills and key competencies the employer is seeking, craft your response to highlight experiences where you successfully utilized or developed those particular abilities. 

For instance, if the job requires strong leadership skills, focus on a problem-solving scenario where you took charge and effectively guided a team toward resolution. 

By aligning your answer with the desired skills outlined in the job description, you demonstrate your suitability for the role and show the employer that you understand their needs.

Amanda Augustine expands on this by saying:

“Showcase the specific skills you used to solve the problem. Did it require critical thinking, analytical abilities, or strong collaboration? Highlight the relevant skills the employer is seeking.”  

Interview Answers to “Tell Me About a Time You Solved a Problem”

Now, let’s look at some sample interview answers to, “Give me an example of a time you used logic to solve a problem,” or “Tell me about a time you solved a problem,” since you’re likely to hear different versions of this interview question in all sorts of industries.

The example interview responses are structured using the STAR method and are categorized into the top 5 key problem-solving skills recruiters look for in a candidate.

1. Analytical Thinking

Situation: In my previous role as a data analyst , our team encountered a significant drop in website traffic.

Task: I was tasked with identifying the root cause of the decrease.

Action: I conducted a thorough analysis of website metrics, including traffic sources, user demographics, and page performance. Through my analysis, I discovered a technical issue with our website’s loading speed, causing users to bounce. 

Result: By optimizing server response time, compressing images, and minimizing redirects, we saw a 20% increase in traffic within two weeks.

2. Critical Thinking

Situation: During a project deadline crunch, our team encountered a major technical issue that threatened to derail our progress.

Task: My task was to assess the situation and devise a solution quickly.

Action: I immediately convened a meeting with the team to brainstorm potential solutions. Instead of panicking, I encouraged everyone to think outside the box and consider unconventional approaches. We analyzed the problem from different angles and weighed the pros and cons of each solution.

Result: By devising a workaround solution, we were able to meet the project deadline, avoiding potential delays that could have cost the company $100,000 in penalties for missing contractual obligations.

3. Decision Making

Situation: As a project manager , I was faced with a dilemma when two key team members had conflicting opinions on the project direction.

Task: My task was to make a decisive choice that would align with the project goals and maintain team cohesion.

Action: I scheduled a meeting with both team members to understand their perspectives in detail. I listened actively, asked probing questions, and encouraged open dialogue. After carefully weighing the pros and cons of each approach, I made a decision that incorporated elements from both viewpoints.

Result: The decision I made not only resolved the immediate conflict but also led to a stronger sense of collaboration within the team. By valuing input from all team members and making a well-informed decision, we were able to achieve our project objectives efficiently.

4. Communication (Teamwork)

Situation: During a cross-functional project, miscommunication between departments was causing delays and misunderstandings.

Task: My task was to improve communication channels and foster better teamwork among team members.

Action: I initiated regular cross-departmental meetings to ensure that everyone was on the same page regarding project goals and timelines. I also implemented a centralized communication platform where team members could share updates, ask questions, and collaborate more effectively.

Result: Streamlining workflows and improving communication channels led to a 30% reduction in project completion time, saving the company $25,000 in operational costs.

5. Persistence 

Situation: During a challenging sales quarter, I encountered numerous rejections and setbacks while trying to close a major client deal.

Task: My task was to persistently pursue the client and overcome obstacles to secure the deal.

Action: I maintained regular communication with the client, addressing their concerns and demonstrating the value proposition of our product. Despite facing multiple rejections, I remained persistent and resilient, adjusting my approach based on feedback and market dynamics.

Result: After months of perseverance, I successfully closed the deal with the client. By closing the major client deal, I exceeded quarterly sales targets by 25%, resulting in a revenue increase of $250,000 for the company.

Tips to Improve Your Problem-Solving Skills

Throughout your career, being able to showcase and effectively communicate your problem-solving skills gives you more leverage in achieving better jobs and earning more money .

So to improve your problem-solving skills, I recommend always analyzing a problem and situation before acting.

 When discussing problem-solving with employers, you never want to sound like you rush or make impulsive decisions. They want to see fact-based or data-based decisions when you solve problems.

Don’t just say you’re good at solving problems. Show it with specifics. How much did you boost efficiency? Did you save the company money? Adding numbers can really make your achievements stand out.

To get better at solving problems, analyze the outcomes of past solutions you came up with. You can recognize what works and what doesn’t.

Think about how you can improve researching and analyzing a situation, how you can get better at communicating, and deciding on the right people in the organization to talk to and “pull in” to help you if needed, etc.

Finally, practice staying calm even in stressful situations. Take a few minutes to walk outside if needed. Step away from your phone and computer to clear your head. A work problem is rarely so urgent that you cannot take five minutes to think (with the possible exception of safety problems), and you’ll get better outcomes if you solve problems by acting logically instead of rushing to react in a panic.

You can use all of the ideas above to describe your problem-solving skills when asked interview questions about the topic. If you say that you do the things above, employers will be impressed when they assess your problem-solving ability.

More Interview Resources

• 3 Answers to “How Do You Handle Stress?”
• How to Answer “How Do You Handle Conflict?” (Interview Question)
• Sample Answers to “Tell Me About a Time You Failed”

About the Author

Biron Clark is a former executive recruiter who has worked individually with hundreds of job seekers, reviewed thousands of resumes and LinkedIn profiles, and recruited for top venture-backed startups and Fortune 500 companies. He has been advising job seekers since 2012 to think differently in their job search and land high-paying, competitive positions. Follow on Twitter and LinkedIn .

Read more articles by Biron Clark

About the Contributor

Kyle Elliott , career coach and mental health advocate, transforms his side hustle into a notable practice, aiding Silicon Valley professionals in maximizing potential. Follow Kyle on LinkedIn .

About the Editor

Hayley Jukes is the Editor-in-Chief at CareerSidekick with five years of experience creating engaging articles, books, and transcripts for diverse platforms and audiences.

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39 Best Problem-Solving Examples

Chris Drew (PhD)

Dr. Chris Drew is the founder of the Helpful Professor. He holds a PhD in education and has published over 20 articles in scholarly journals. He is the former editor of the Journal of Learning Development in Higher Education. [Image Descriptor: Photo of Chris]

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Problem-solving is a process where you’re tasked with identifying an issue and coming up with the most practical and effective solution.

This indispensable skill is necessary in several aspects of life, from personal relationships to education to business decisions.

Problem-solving aptitude boosts rational thinking, creativity, and the ability to cooperate with others. It’s also considered essential in 21st Century workplaces.

If explaining your problem-solving skills in an interview, remember that the employer is trying to determine your ability to handle difficulties. Focus on explaining exactly how you solve problems, including by introducing your thoughts on some of the following frameworks and how you’ve applied them in the past.

Problem-Solving Examples

1. divergent thinking.

Divergent thinking refers to the process of coming up with multiple different answers to a single problem. It’s the opposite of convergent thinking, which would involve coming up with a singular answer .

The benefit of a divergent thinking approach is that it can help us achieve blue skies thinking – it lets us generate several possible solutions that we can then critique and analyze .

In the realm of problem-solving, divergent thinking acts as the initial spark. You’re working to create an array of potential solutions, even those that seem outwardly unrelated or unconventional, to get your brain turning and unlock out-of-the-box ideas.

This process paves the way for the decision-making stage, where the most promising ideas are selected and refined.

Go Deeper: Divervent Thinking Examples

2. Convergent Thinking

Next comes convergent thinking, the process of narrowing down multiple possibilities to arrive at a single solution.

This involves using your analytical skills to identify the best, most practical, or most economical solution from the pool of ideas that you generated in the divergent thinking stage.

In a way, convergent thinking shapes the “roadmap” to solve a problem after divergent thinking has supplied the “destinations.”

Have a think about which of these problem-solving skills you’re more adept at: divergent or convergent thinking?

Go Deeper: Convergent Thinking Examples

3. Brainstorming

Brainstorming is a group activity designed to generate a multitude of ideas regarding a specific problem. It’s divergent thinking as a group , which helps unlock even more possibilities.

A typical brainstorming session involves uninhibited and spontaneous ideation, encouraging participants to voice any possible solutions, no matter how unconventional they might appear.

It’s important in a brainstorming session to suspend judgment and be as inclusive as possible, allowing all participants to get involved.

By widening the scope of potential solutions, brainstorming allows better problem definition, more creative solutions, and helps to avoid thinking “traps” that might limit your perspective.

Go Deeper: Brainstorming Examples

4. Thinking Outside the Box

The concept of “thinking outside the box” encourages a shift in perspective, urging you to approach problems from an entirely new angle.

Rather than sticking to traditional methods and processes, it involves breaking away from conventional norms to cultivate unique solutions.

In problem-solving, this mindset can bypass established hurdles and bring you to fresh ideas that might otherwise remain undiscovered.

Think of it as going off the beaten track when regular routes present roadblocks to effective resolution.

5. Case Study Analysis

Analyzing case studies involves a detailed examination of real-life situations that bear relevance to the current problem at hand.

For example, if you’re facing a problem, you could go to another environment that has faced a similar problem and examine how they solved it. You’d then bring the insights from that case study back to your own problem.

This approach provides a practical backdrop against which theories and assumptions can be tested, offering valuable insights into how similar problems have been approached and resolved in the past.

See a Broader Range of Analysis Examples Here

6. Action Research

Action research involves a repetitive process of identifying a problem, formulating a plan to address it, implementing the plan, and then analyzing the results. It’s common in educational research contexts.

The objective is to promote continuous learning and improvement through reflection and action. You conduct research into your problem, attempt to apply a solution, then assess how well the solution worked. This becomes an iterative process of continual improvement over time.

For problem-solving, this method offers a way to test solutions in real-time and allows for changes and refinements along the way, based on feedback or observed outcomes. It’s a form of active problem-solving that integrates lessons learned into the next cycle of action.

Go Deeper: Action Research Examples

7. Information Gathering

Fundamental to solving any problem is the process of information gathering.

This involves collecting relevant data , facts, and details about the issue at hand, significantly aiding in the understanding and conceptualization of the problem.

In problem-solving, information gathering underpins every decision you make.

This process ensures your actions are based on concrete information and evidence, allowing for an informed approach to tackle the problem effectively.

8. Seeking Advice

Seeking advice implies turning to knowledgeable and experienced individuals or entities to gain insights on problem-solving.

It could include mentors, industry experts, peers, or even specialized literature.

The value in this process lies in leveraging different perspectives and proven strategies when dealing with a problem. Moreover, it aids you in avoiding pitfalls, saving time, and learning from others’ experiences.

9. Creative Thinking

Creative thinking refers to the ability to perceive a problem in a new way, identify unconventional patterns, or produce original solutions.

It encourages innovation and uniqueness, often leading to the most effective results.

When applied to problem-solving, creative thinking can help you break free from traditional constraints, ideal for potentially complex or unusual problems.

Go Deeper: Creative Thinking Examples

10. Conflict Resolution

Conflict resolution is a strategy developed to resolve disagreements and arguments, often involving communication, negotiation, and compromise.

When employed as a problem-solving technique, it can diffuse tension, clear bottlenecks, and create a collaborative environment.

Effective conflict resolution ensures that differing views or disagreements do not become roadblocks in the process of problem-solving.

Go Deeper: Conflict Resolution Examples

11. Addressing Bottlenecks

Bottlenecks refer to obstacles or hindrances that slow down or even halt a process.

In problem-solving, addressing bottlenecks involves identifying these impediments and finding ways to eliminate them.

This effort not only smooths the path to resolution but also enhances the overall efficiency of the problem-solving process.

For example, if your workflow is not working well, you’d go to the bottleneck – that one point that is most time consuming – and focus on that. Once you ‘break’ this bottleneck, the entire process will run more smoothly.

12. Market Research

Market research involves gathering and analyzing information about target markets, consumers, and competitors.

In sales and marketing, this is one of the most effective problem-solving methods. The research collected from your market (e.g. from consumer surveys) generates data that can help identify market trends, customer preferences, and competitor strategies.

In this sense, it allows a company to make informed decisions, solve existing problems, and even predict and prevent future ones.

13. Root Cause Analysis

Root cause analysis is a method used to identify the origin or the fundamental reason for a problem.

Once the root cause is determined, you can implement corrective actions to prevent the problem from recurring.

As a problem-solving procedure, root cause analysis helps you to tackle the problem at its source, rather than dealing with its surface symptoms.

Go Deeper: Root Cause Analysis Examples

14. Mind Mapping

Mind mapping is a visual tool used to structure information, helping you better analyze, comprehend and generate new ideas.

By laying out your thoughts visually, it can lead you to solutions that might not have been apparent with linear thinking.

In problem-solving, mind mapping helps in organizing ideas and identifying connections between them, providing a holistic view of the situation and potential solutions.

15. Trial and Error

The trial and error method involves attempting various solutions until you find one that resolves the problem.

It’s an empirical technique that relies on practical actions instead of theories or rules.

In the context of problem-solving, trial and error allows you the flexibility to test different strategies in real situations, gaining insights about what works and what doesn’t.

16. SWOT Analysis

SWOT is an acronym standing for Strengths, Weaknesses, Opportunities, and Threats.

It’s an analytic framework used to evaluate these aspects in relation to a particular objective or problem.

In problem-solving, SWOT Analysis helps you to identify favorable and unfavorable internal and external factors. It helps to craft strategies that make best use of your strengths and opportunities, whilst addressing weaknesses and threats.

Go Deeper: SWOT Analysis Examples

17. Scenario Planning

Scenario planning is a strategic planning method used to make flexible long-term plans.

It involves imagining, and then planning for, multiple likely future scenarios.

By forecasting various directions a problem could take, scenario planning helps manage uncertainty and is an effective tool for problem-solving in volatile conditions.

18. Six Thinking Hats

The Six Thinking Hats is a concept devised by Edward de Bono that proposes six different directions or modes of thinking, symbolized by six different hat colors.

Each hat signifies a different perspective, encouraging you to switch ‘thinking modes’ as you switch hats. This method can help remove bias and broaden perspectives when dealing with a problem.

19. Decision Matrix Analysis

Decision Matrix Analysis is a technique that allows you to weigh different factors when faced with several possible solutions.

After listing down the options and determining the factors of importance, each option is scored based on each factor.

Revealing a clear winner that both serves your objectives and reflects your values, Decision Matrix Analysis grounds your problem-solving process in objectivity and comprehensiveness.

20. Pareto Analysis

Also known as the 80/20 rule, Pareto Analysis is a decision-making technique.

It’s based on the principle that 80% of problems are typically caused by 20% of the causes, making it a handy tool for identifying the most significant issues in a situation.

Using this analysis, you’re likely to direct your problem-solving efforts more effectively, tackling the root causes producing most of the problem’s impact.

21. Critical Thinking

Critical thinking refers to the ability to analyze facts to form a judgment objectively.

It involves logical, disciplined thinking that is clear, rational, open-minded, and informed by evidence.

For problem-solving, critical thinking helps evaluate options and decide the most effective solution. It ensures your decisions are grounded in reason and facts, and not biased or irrational assumptions.

Go Deeper: Critical Thinking Examples

22. Hypothesis Testing

Hypothesis testing usually involves formulating a claim, testing it against actual data, and deciding whether to accept or reject the claim based on the results.

In problem-solving, hypotheses often represent potential solutions. Hypothesis testing provides verification, giving a statistical basis for decision-making and problem resolution.

Usually, this will require research methods and a scientific approach to see whether the hypothesis stands up or not.

Go Deeper: Types of Hypothesis Testing

23. Cost-Benefit Analysis

A cost-benefit analysis (CBA) is a systematic process of weighing the pros and cons of different solutions in terms of their potential costs and benefits.

It allows you to measure the positive effects against the negatives and informs your problem-solving strategy.

By using CBA, you can identify which solution offers the greatest benefit for the least cost, significantly improving efficacy and efficiency in your problem-solving process.

Go Deeper: Cost-Benefit Analysis Examples

24. Simulation and Modeling

Simulations and models allow you to create a simplified replica of real-world systems to test outcomes under controlled conditions.

In problem-solving, you can broadly understand potential repercussions of different solutions before implementation.

It offers a cost-effective way to predict the impacts of your decisions, minimizing potential risks associated with various solutions.

25. Delphi Method

The Delphi Method is a structured communication technique used to gather expert opinions.

The method involves a group of experts who respond to questionnaires about a problem. The responses are aggregated and shared with the group, and the process repeats until a consensus is reached.

This method of problem solving can provide a diverse range of insights and solutions, shaped by the wisdom of a collective expert group.

26. Cross-functional Team Collaboration

Cross-functional team collaboration involves individuals from different departments or areas of expertise coming together to solve a common problem or achieve a shared goal.

When you bring diverse skills, knowledge, and perspectives to a problem, it can lead to a more comprehensive and innovative solution.

In problem-solving, this promotes communal thinking and ensures that solutions are inclusive and holistic, with various aspects of the problem being addressed.

27. Benchmarking

Benchmarking involves comparing one’s business processes and performance metrics to the best practices from other companies or industries.

In problem-solving, it allows you to identify gaps in your own processes, determine how others have solved similar problems, and apply those solutions that have proven to be successful.

It also allows you to compare yourself to the best (the benchmark) and assess where you’re not as good.

28. Pros-Cons Lists

A pro-con analysis aids in problem-solving by weighing the advantages (pros) and disadvantages (cons) of various possible solutions.

This simple but powerful tool helps in making a balanced, informed decision.

When confronted with a problem, a pro-con analysis can guide you through the decision-making process, ensuring all possible outcomes and implications are scrutinized before arriving at the optimal solution. Thus, it helps to make the problem-solving process both methodical and comprehensive.

29. 5 Whys Analysis

The 5 Whys Analysis involves repeatedly asking the question ‘why’ (around five times) to peel away the layers of an issue and discover the root cause of a problem.

As a problem-solving technique, it enables you to delve into details that you might otherwise overlook and offers a simple, yet powerful, approach to uncover the origin of a problem.

For example, if your task is to find out why a product isn’t selling your first answer might be: “because customers don’t want it”, then you ask why again – “they don’t want it because it doesn’t solve their problem”, then why again – “because the product is missing a certain feature” … and so on, until you get to the root “why”.

30. Gap Analysis

Gap analysis entails comparing current performance with potential or desired performance.

You’re identifying the ‘gaps’, or the differences, between where you are and where you want to be.

In terms of problem-solving, a Gap Analysis can help identify key areas for improvement and design a roadmap of how to get from the current state to the desired one.

31. Design Thinking

Design thinking is a problem-solving approach that involves empathy, experimentation, and iteration.

The process focuses on understanding user needs, challenging assumptions , and redefining problems from a user-centric perspective.

In problem-solving, design thinking uncovers innovative solutions that may not have been initially apparent and ensures the solution is tailored to the needs of those affected by the issue.

32. Analogical Thinking

Analogical thinking involves the transfer of information from a particular subject (the analogue or source) to another particular subject (the target).

In problem-solving, you’re drawing parallels between similar situations and applying the problem-solving techniques used in one situation to the other.

Thus, it allows you to apply proven strategies to new, but related problems.

33. Lateral Thinking

Lateral thinking requires looking at a situation or problem from a unique, sometimes abstract, often non-sequential viewpoint.

Unlike traditional logical thinking methods, lateral thinking encourages you to employ creative and out-of-the-box techniques.

In solving problems, this type of thinking boosts ingenuity and drives innovation, often leading to novel and effective solutions.

Go Deeper: Lateral Thinking Examples

34. Flowcharting

Flowcharting is the process of visually mapping a process or procedure.

This form of diagram can show every step of a system, process, or workflow, enabling an easy tracking of the progress.

As a problem-solving tool, flowcharts help identify bottlenecks or inefficiencies in a process, guiding improved strategies and providing clarity on task ownership and process outcomes.

35. Multivoting

Multivoting, or N/3 voting, is a method where participants reduce a large list of ideas to a prioritized shortlist by casting multiple votes.

This voting system elevates the most preferred options for further consideration and decision-making.

As a problem-solving technique, multivoting allows a group to narrow options and focus on the most promising solutions, ensuring more effective and democratic decision-making.

36. Force Field Analysis

Force Field Analysis is a decision-making technique that identifies the forces for and against change when contemplating a decision.

The ‘forces’ represent the differing factors that can drive or hinder change.

In problem-solving, Force Field Analysis allows you to understand the entirety of the context, favoring a balanced view over a one-sided perspective. A comprehensive view of all the forces at play can lead to better-informed problem-solving decisions.

TRIZ, which stands for “The Theory of Inventive Problem Solving,” is a problem-solving, analysis, and forecasting methodology.

It focuses on finding contradictions inherent in a scenario. Then, you work toward eliminating the contraditions through finding innovative solutions.

So, when you’re tackling a problem, TRIZ provides a disciplined, systematic approach that aims for ideal solutions and not just acceptable ones. Using TRIZ, you can leverage patterns of problem-solving that have proven effective in different cases, pivoting them to solve the problem at hand.

38. A3 Problem Solving

A3 Problem Solving, derived from Lean Management, is a structured method that uses a single sheet of A3-sized paper to document knowledge from a problem-solving process.

Named after the international paper size standard of A3 (or 11-inch by 17-inch paper), it succinctly records all key details of the problem-solving process from problem description to the root cause and corrective actions.

Used in problem-solving, this provides a straightforward and logical structure for addressing the problem, facilitating communication between team members, ensuring all critical details are included, and providing a record of decisions made.

39. Scenario Analysis

Scenario Analysis is all about predicting different possible future events depending upon your decision.

To do this, you look at each course of action and try to identify the most likely outcomes or scenarios down the track if you take that course of action.

This technique helps forecast the impacts of various strategies, playing each out to their (logical or potential) end. It’s a good strategy for project managers who need to keep a firm eye on the horizon at all times.

When solving problems, Scenario Analysis assists in preparing for uncertainties, making sure your solution remains viable, regardless of changes in circumstances.

How to Answer “Demonstrate Problem-Solving Skills” in an Interview

When asked to demonstrate your problem-solving skills in an interview, the STAR method often proves useful. STAR stands for Situation, Task, Action, and Result.

Situation: Begin by describing a specific circumstance or challenge you encountered. Make sure to provide enough detail to allow the interviewer a clear understanding. You should select an event that adequately showcases your problem-solving abilities.

For instance, “In my previous role as a project manager, we faced a significant issue when our key supplier abruptly went out of business.”

Task: Explain what your responsibilities were in that situation. This serves to provide context, allowing the interviewer to understand your role and the expectations placed upon you.

For instance, “It was my task to ensure the project remained on track despite this setback. Alternative suppliers needed to be found without sacrificing quality or significantly increasing costs.”

Action: Describe the steps you took to manage the problem. Highlight your problem-solving process. Mention any creative approaches or techniques that you used.

For instance, “I conducted thorough research to identify potential new suppliers. After creating a shortlist, I initiated contact, negotiated terms, assessed samples for quality and made a selection. I also worked closely with the team to re-adjust the project timeline.”

Result: Share the outcomes of your actions. How did the situation end? Did your actions lead to success? It’s particularly effective if you can quantify these results.

For instance, “As a result of my active problem solving, we were able to secure a new supplier whose costs were actually 10% cheaper and whose quality was comparable. We adjusted the project plan and managed to complete the project just two weeks later than originally planned, despite the major vendor setback.”

Remember, when you’re explaining your problem-solving skills to an interviewer, what they’re really interested in is your approach to handling difficulties, your creativity and persistence in seeking a resolution, and your ability to carry your solution through to fruition. Tailoring your story to highlight these aspects will help exemplify your problem-solving prowess.

Go Deeper: STAR Interview Method Examples

Benefits of Problem-Solving

Problem-solving is beneficial for the following reasons (among others):

• It can help you to overcome challenges, roadblocks, and bottlenecks in your life.
• It can save a company money.
• It can help you to achieve clarity in your thinking.
• It can make procedures more efficient and save time.
• It can strengthen your decision-making capacities.
• It can lead to better risk management.

Whether for a job interview or school, problem-solving helps you to become a better thinking, solve your problems more effectively, and achieve your goals. Build up your problem-solving frameworks (I presented over 40 in this piece for you!) and work on applying them in real-life situations.

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What is Problem Solving? (Steps, Techniques, Examples)

What is problem solving, definition and importance.

Problem solving is the process of finding solutions to obstacles or challenges you encounter in your life or work. It is a crucial skill that allows you to tackle complex situations, adapt to changes, and overcome difficulties with ease. Mastering this ability will contribute to both your personal and professional growth, leading to more successful outcomes and better decision-making.

Problem-Solving Steps

The problem-solving process typically includes the following steps:

• Identify the issue : Recognize the problem that needs to be solved.
• Analyze the situation : Examine the issue in depth, gather all relevant information, and consider any limitations or constraints that may be present.
• Generate potential solutions : Brainstorm a list of possible solutions to the issue, without immediately judging or evaluating them.
• Evaluate options : Weigh the pros and cons of each potential solution, considering factors such as feasibility, effectiveness, and potential risks.
• Select the best solution : Choose the option that best addresses the problem and aligns with your objectives.
• Implement the solution : Put the selected solution into action and monitor the results to ensure it resolves the issue.
• Review and learn : Reflect on the problem-solving process, identify any improvements or adjustments that can be made, and apply these learnings to future situations.

Defining the Problem

To start tackling a problem, first, identify and understand it. Analyzing the issue thoroughly helps to clarify its scope and nature. Ask questions to gather information and consider the problem from various angles. Some strategies to define the problem include:

• Brainstorming with others
• Asking the 5 Ws and 1 H (Who, What, When, Where, Why, and How)
• Analyzing cause and effect
• Creating a problem statement

Generating Solutions

Once the problem is clearly understood, brainstorm possible solutions. Think creatively and keep an open mind, as well as considering lessons from past experiences. Consider:

• Creating a list of potential ideas to solve the problem
• Grouping and categorizing similar solutions
• Prioritizing potential solutions based on feasibility, cost, and resources required
• Involving others to share diverse opinions and inputs

Evaluating and Selecting Solutions

Evaluate each potential solution, weighing its pros and cons. To facilitate decision-making, use techniques such as:

• SWOT analysis (Strengths, Weaknesses, Opportunities, Threats)
• Decision-making matrices
• Pros and cons lists
• Risk assessments

After evaluating, choose the most suitable solution based on effectiveness, cost, and time constraints.

Implementing and Monitoring the Solution

Implement the chosen solution and monitor its progress. Key actions include:

• Communicating the solution to relevant parties
• Setting timelines and milestones
• Assigning tasks and responsibilities
• Monitoring the solution and making adjustments as necessary
• Evaluating the effectiveness of the solution after implementation

Utilize feedback from stakeholders and consider potential improvements. Remember that problem-solving is an ongoing process that can always be refined and enhanced.

Problem-Solving Techniques

During each step, you may find it helpful to utilize various problem-solving techniques, such as:

• Brainstorming : A free-flowing, open-minded session where ideas are generated and listed without judgment, to encourage creativity and innovative thinking.
• Root cause analysis : A method that explores the underlying causes of a problem to find the most effective solution rather than addressing superficial symptoms.
• SWOT analysis : A tool used to evaluate the strengths, weaknesses, opportunities, and threats related to a problem or decision, providing a comprehensive view of the situation.
• Mind mapping : A visual technique that uses diagrams to organize and connect ideas, helping to identify patterns, relationships, and possible solutions.

Brainstorming

When facing a problem, start by conducting a brainstorming session. Gather your team and encourage an open discussion where everyone contributes ideas, no matter how outlandish they may seem. This helps you:

• Generate a diverse range of solutions
• Encourage all team members to participate
• Foster creative thinking

When brainstorming, remember to:

• Reserve judgment until the session is over
• Encourage wild ideas
• Combine and improve upon ideas

Root Cause Analysis

For effective problem-solving, identifying the root cause of the issue at hand is crucial. Try these methods:

• 5 Whys : Ask “why” five times to get to the underlying cause.
• Fishbone Diagram : Create a diagram representing the problem and break it down into categories of potential causes.
• Pareto Analysis : Determine the few most significant causes underlying the majority of problems.

SWOT Analysis

SWOT analysis helps you examine the Strengths, Weaknesses, Opportunities, and Threats related to your problem. To perform a SWOT analysis:

• List your problem’s strengths, such as relevant resources or strong partnerships.
• Identify its weaknesses, such as knowledge gaps or limited resources.
• Explore opportunities, like trends or new technologies, that could help solve the problem.
• Recognize potential threats, like competition or regulatory barriers.

SWOT analysis aids in understanding the internal and external factors affecting the problem, which can help guide your solution.

Mind Mapping

A mind map is a visual representation of your problem and potential solutions. It enables you to organize information in a structured and intuitive manner. To create a mind map:

• Write the problem in the center of a blank page.
• Draw branches from the central problem to related sub-problems or contributing factors.
• Add more branches to represent potential solutions or further ideas.

Mind mapping allows you to visually see connections between ideas and promotes creativity in problem-solving.

Examples of Problem Solving in Various Contexts

In the business world, you might encounter problems related to finances, operations, or communication. Applying problem-solving skills in these situations could look like:

• Identifying areas of improvement in your company’s financial performance and implementing cost-saving measures
• Resolving internal conflicts among team members by listening and understanding different perspectives, then proposing and negotiating solutions
• Streamlining a process for better productivity by removing redundancies, automating tasks, or re-allocating resources

In educational contexts, problem-solving can be seen in various aspects, such as:

• Addressing a gap in students’ understanding by employing diverse teaching methods to cater to different learning styles
• Developing a strategy for successful time management to balance academic responsibilities and extracurricular activities
• Seeking resources and support to provide equal opportunities for learners with special needs or disabilities

Everyday life is full of challenges that require problem-solving skills. Some examples include:

• Overcoming a personal obstacle, such as improving your fitness level, by establishing achievable goals, measuring progress, and adjusting your approach accordingly
• Navigating a new environment or city by researching your surroundings, asking for directions, or using technology like GPS to guide you
• Dealing with a sudden change, like a change in your work schedule, by assessing the situation, identifying potential impacts, and adapting your plans to accommodate the change.
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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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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.

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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, 31 examples of problem solving performance review phrases, what are metacognitive skills examples in everyday life, what is lateral thinking 7 techniques to encourage creative ideas, leadership activities that encourage employee engagement, learn what process mapping is and how to create one (+ examples), how much do distractions cost 8 effects of lack of focus, 3 problem statement examples and steps to write your own, 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, 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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Struggling to overcome challenges in your life? We all face problems, big and small, on a regular basis.

So how do you tackle them effectively? What are some key problem-solving strategies and skills that can guide you?

Effective problem-solving requires breaking issues down logically, generating solutions creatively, weighing choices critically, and adapting plans flexibly based on outcomes. Useful strategies range from leveraging past solutions that have worked to visualizing problems through diagrams. Core skills include analytical abilities, innovative thinking, and collaboration.

Want to improve your problem-solving skills? Keep reading to find out 17 effective problem-solving strategies, key skills, common obstacles to watch for, and tips on improving your overall problem-solving skills.

Key Takeaways:

• Effective problem-solving requires breaking down issues logically, generating multiple solutions creatively, weighing choices critically, and adapting plans based on outcomes.
• Useful problem-solving strategies range from leveraging past solutions to brainstorming with groups to visualizing problems through diagrams and models.
• Core skills include analytical abilities, innovative thinking, decision-making, and team collaboration to solve problems.
• Common obstacles include fear of failure, information gaps, fixed mindsets, confirmation bias, and groupthink.
• Boosting problem-solving skills involves learning from experts, actively practicing, soliciting feedback, and analyzing others’ success.
• Onethread’s project management capabilities align with effective problem-solving tenets – facilitating structured solutions, tracking progress, and capturing lessons learned.

What Is Problem-Solving?

Problem-solving is the process of understanding an issue, situation, or challenge that needs to be addressed and then systematically working through possible solutions to arrive at the best outcome.

It involves critical thinking, analysis, logic, creativity, research, planning, reflection, and patience in order to overcome obstacles and find effective answers to complex questions or problems.

The ultimate goal is to implement the chosen solution successfully.

What Are Problem-Solving Strategies?

Problem-solving strategies are like frameworks or methodologies that help us solve tricky puzzles or problems we face in the workplace, at home, or with friends.

Imagine you have a big jigsaw puzzle. One strategy might be to start with the corner pieces. Another could be looking for pieces with the same colors. 

Just like in puzzles, in real life, we use different plans or steps to find solutions to problems. These strategies help us think clearly, make good choices, and find the best answers without getting too stressed or giving up.

Why Is It Important To Know Different Problem-Solving Strategies?

Knowing different problem-solving strategies is important because different types of problems often require different approaches to solve them effectively. Having a variety of strategies to choose from allows you to select the best method for the specific problem you are trying to solve.

This improves your ability to analyze issues thoroughly, develop solutions creatively, and tackle problems from multiple angles. Knowing multiple strategies also aids in overcoming roadblocks if your initial approach is not working.

Here are some reasons why you need to know different problem-solving strategies:

• Different Problems Require Different Tools: Just like you can’t use a hammer to fix everything, some problems need specific strategies to solve them.
• Improves Creativity: Knowing various strategies helps you think outside the box and come up with creative solutions.
• Saves Time: With the right strategy, you can solve problems faster instead of trying things that don’t work.
• Reduces Stress: When you know how to tackle a problem, it feels less scary and you feel more confident.
• Better Outcomes: Using the right strategy can lead to better solutions, making things work out better in the end.
• Learning and Growth: Each time you solve a problem, you learn something new, which makes you smarter and better at solving future problems.

Knowing different ways to solve problems helps you tackle anything that comes your way, making life a bit easier and more fun!

17 Effective Problem-Solving Strategies

Effective problem-solving strategies include breaking the problem into smaller parts, brainstorming multiple solutions, evaluating the pros and cons of each, and choosing the most viable option. 

Critical thinking and creativity are essential in developing innovative solutions. Collaboration with others can also provide diverse perspectives and ideas. 

By applying these strategies, you can tackle complex issues more effectively.

Now, consider a challenge you’re dealing with. Which strategy could help you find a solution? Here we will discuss key problem strategies in detail.

1. Use a Past Solution That Worked

This strategy involves looking back at previous similar problems you have faced and the solutions that were effective in solving them.

It is useful when you are facing a problem that is very similar to something you have already solved. The main benefit is that you don’t have to come up with a brand new solution – you already know the method that worked before will likely work again.

However, the limitation is that the current problem may have some unique aspects or differences that mean your old solution is not fully applicable.

The ideal process is to thoroughly analyze the new challenge, identify the key similarities and differences versus the past case, adapt the old solution as needed to align with the current context, and then pilot it carefully before full implementation.

An example is using the same negotiation tactics from purchasing your previous home when putting in an offer on a new house. Key terms would be adjusted but overall it can save significant time versus developing a brand new strategy.

2. Brainstorm Solutions

This involves gathering a group of people together to generate as many potential solutions to a problem as possible.

It is effective when you need creative ideas to solve a complex or challenging issue. By getting input from multiple people with diverse perspectives, you increase the likelihood of finding an innovative solution.

The main limitation is that brainstorming sessions can sometimes turn into unproductive gripe sessions or discussions rather than focusing on productive ideation —so they need to be properly facilitated.

The key to an effective brainstorming session is setting some basic ground rules upfront and having an experienced facilitator guide the discussion. Rules often include encouraging wild ideas, avoiding criticism of ideas during the ideation phase, and building on others’ ideas.

For instance, a struggling startup might hold a session where ideas for turnaround plans are generated and then formalized with financials and metrics.

3. Work Backward from the Solution

This technique involves envisioning that the problem has already been solved and then working step-by-step backward toward the current state.

This strategy is particularly helpful for long-term, multi-step problems. By starting from the imagined solution and identifying all the steps required to reach it, you can systematically determine the actions needed. It lets you tackle a big hairy problem through smaller, reversible steps.

A limitation is that this approach may not be possible if you cannot accurately envision the solution state to start with.

The approach helps drive logical systematic thinking for complex problem-solving, but should still be combined with creative brainstorming of alternative scenarios and solutions.

An example is planning for an event – you would imagine the successful event occurring, then determine the tasks needed the week before, two weeks before, etc. all the way back to the present.

4. Use the Kipling Method

This method, named after author Rudyard Kipling, provides a framework for thoroughly analyzing a problem before jumping into solutions.

It consists of answering six fundamental questions: What, Where, When, How, Who, and Why about the challenge. Clearly defining these core elements of the problem sets the stage for generating targeted solutions.

The Kipling method enables a deep understanding of problem parameters and root causes before solution identification. By jumping to brainstorm solutions too early, critical information can be missed or the problem is loosely defined, reducing solution quality.

Answering the six fundamental questions illuminates all angles of the issue. This takes time but pays dividends in generating optimal solutions later tuned precisely to the true underlying problem.

The limitation is that meticulously working through numerous questions before addressing solutions can slow progress.

The best approach blends structured problem decomposition techniques like the Kipling method with spurring innovative solution ideation from a diverse team. 

An example is using this technique after a technical process failure – the team would systematically detail What failed, Where/When did it fail, How it failed (sequence of events), Who was involved, and Why it likely failed before exploring preventative solutions.

5. Try Different Solutions Until One Works (Trial and Error)

This technique involves attempting various potential solutions sequentially until finding one that successfully solves the problem.

Trial and error works best when facing a concrete, bounded challenge with clear solution criteria and a small number of discrete options to try. By methodically testing solutions, you can determine the faulty component.

A limitation is that it can be time-intensive if the working solution set is large.

The key is limiting the variable set first. For technical problems, this boundary is inherent and each element can be iteratively tested. But for business issues, artificial constraints may be required – setting decision rules upfront to reduce options before testing.

Furthermore, hypothesis-driven experimentation is far superior to blind trial and error – have logic for why Option A may outperform Option B.

Examples include fixing printer jams by testing different paper tray and cable configurations or resolving website errors by tweaking CSS/HTML line-by-line until the code functions properly.

6. Use Proven Formulas or Frameworks (Heuristics)

Heuristics refers to applying existing problem-solving formulas or frameworks rather than addressing issues completely from scratch.

This allows leveraging established best practices rather than reinventing the wheel each time.

It is effective when facing recurrent, common challenges where proven structured approaches exist.

However, heuristics may force-fit solutions to non-standard problems.

For example, a cost-benefit analysis can be used instead of custom weighting schemes to analyze potential process improvements.

Onethread allows teams to define, save, and replicate configurable project templates so proven workflows can be reliably applied across problems with some consistency rather than fully custom one-off approaches each time.

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7. Trust Your Instincts (Insight Problem-Solving)

Insight is a problem-solving technique that involves waiting patiently for an unexpected “aha moment” when the solution pops into your mind.

It works well for personal challenges that require intuitive realizations over calculated logic. The unconscious mind makes connections leading to flashes of insight when relaxing or doing mundane tasks unrelated to the actual problem.

Benefits include out-of-the-box creative solutions. However, the limitations are that insights can’t be forced and may never come at all if too complex. Critical analysis is still required after initial insights.

A real-life example would be a writer struggling with how to end a novel. Despite extensive brainstorming, they feel stuck. Eventually while gardening one day, a perfect unexpected plot twist sparks an ideal conclusion. However, once written they still carefully review if the ending flows logically from the rest of the story.

8. Reverse Engineer the Problem

This approach involves deconstructing a problem in reverse sequential order from the current undesirable outcome back to the initial root causes.

By mapping the chain of events backward, you can identify the origin of where things went wrong and establish the critical junctures for solving it moving ahead. Reverse engineering provides diagnostic clarity on multi-step problems.

However, the limitation is that it focuses heavily on autopsying the past versus innovating improved future solutions.

An example is tracing back from a server outage, through the cascade of infrastructure failures that led to it finally terminating at the initial script error that triggered the crisis. This root cause would then inform the preventative measure.

9. Break Down Obstacles Between Current and Goal State (Means-End Analysis)

This technique defines the current problem state and the desired end goal state, then systematically identifies obstacles in the way of getting from one to the other.

By mapping the barriers or gaps, you can then develop solutions to address each one. This methodically connects the problem to solutions.

A limitation is that some obstacles may be unknown upfront and only emerge later.

For example, you can list down all the steps required for a new product launch – current state through production, marketing, sales, distribution, etc. to full launch (goal state) – to highlight where resource constraints or other blocks exist so they can be addressed.

Onethread allows dividing big-picture projects into discrete, manageable phases, milestones, and tasks to simplify execution just as problems can be decomposed into more achievable components. Features like dependency mapping further reinforce interconnections.

Using Onethread’s issues and subtasks feature, messy problems can be decomposed into manageable chunks.

10. Ask “Why” Five Times to Identify the Root Cause (The 5 Whys)

This technique involves asking “Why did this problem occur?” and then responding with an answer that is again met with asking “Why?” This process repeats five times until the root cause is revealed.

Continually asking why digs deeper from surface symptoms to underlying systemic issues.

It is effective for getting to the source of problems originating from human error or process breakdowns.

However, some complex issues may have multiple tangled root causes not solvable through this approach alone.

An example is a retail store experiencing a sudden decline in customers. Successively asking why five times may trace an initial drop to parking challenges, stemming from a city construction project – the true starting point to address.

11. Evaluate Strengths, Weaknesses, Opportunities, and Threats (SWOT Analysis)

This involves analyzing a problem or proposed solution by categorizing internal and external factors into a 2×2 matrix: Strengths, Weaknesses as the internal rows; Opportunities and Threats as the external columns.

Systematically identifying these elements provides balanced insight to evaluate options and risks. It is impactful when evaluating alternative solutions or developing strategy amid complexity or uncertainty.

The key benefit of SWOT analysis is enabling multi-dimensional thinking when rationally evaluating options. Rather than getting anchored on just the upsides or the existing way of operating, it urges a systematic assessment through four different lenses:

• Internal Strengths: Our core competencies/advantages able to deliver success
• Internal Weaknesses: Gaps/vulnerabilities we need to manage
• External Opportunities: Ways we can differentiate/drive additional value
• External Threats: Risks we must navigate or mitigate

Multiperspective analysis provides the needed holistic view of the balanced risk vs. reward equation for strategic decision making amid uncertainty.

However, SWOT can feel restrictive if not tailored and evolved for different issue types.

Teams should view SWOT analysis as a starting point, augmenting it further for distinct scenarios.

An example is performing a SWOT analysis on whether a small business should expand into a new market – evaluating internal capabilities to execute vs. risks in the external competitive and demand environment to inform the growth decision with eyes wide open.

12. Compare Current vs Expected Performance (Gap Analysis)

This technique involves comparing the current state of performance, output, or results to the desired or expected levels to highlight shortfalls.

By quantifying the gaps, you can identify problem areas and prioritize address solutions.

Gap analysis is based on the simple principle – “you can’t improve what you don’t measure.” It enables facts-driven problem diagnosis by highlighting delta to goals, not just vague dissatisfaction that something seems wrong. And measurement immediately suggests improvement opportunities – address the biggest gaps first.

This data orientation also supports ROI analysis on fixing issues – the return from closing larger gaps outweighs narrowly targeting smaller performance deficiencies.

However, the approach is only effective if robust standards and metrics exist as the benchmark to evaluate against. Organizations should invest upfront in establishing performance frameworks.

Furthermore, while numbers are invaluable, the human context behind problems should not be ignored – quantitative versus qualitative gap assessment is optimally blended.

For example, if usage declines are noted during software gap analysis, this could be used as a signal to improve user experience through design.

13. Observe Processes from the Frontline (Gemba Walk)

A Gemba walk involves going to the actual place where work is done, directly observing the process, engaging with employees, and finding areas for improvement.

By experiencing firsthand rather than solely reviewing abstract reports, practical problems and ideas emerge.

The limitation is Gemba walks provide anecdotes not statistically significant data. It complements but does not replace comprehensive performance measurement.

An example is a factory manager inspecting the production line to spot jam areas based on direct reality rather than relying on throughput dashboards alone back in her office. Frontline insights prove invaluable.

14. Analyze Competitive Forces (Porter’s Five Forces)

This involves assessing the marketplace around a problem or business situation via five key factors: competitors, new entrants, substitute offerings, suppliers, and customer power.

Evaluating these forces illuminates risks and opportunities for strategy development and issue resolution. It is effective for understanding dynamic external threats and opportunities when operating in a contested space.

However, over-indexing on only external factors can overlook the internal capabilities needed to execute solutions.

A startup CEO, for example, may analyze market entry barriers, whitespace opportunities, and disruption risks across these five forces to shape new product rollout strategies and marketing approaches.

15. Think from Different Perspectives (Six Thinking Hats)

The Six Thinking Hats is a technique developed by Edward de Bono that encourages people to think about a problem from six different perspectives, each represented by a colored “thinking hat.”

The key benefit of this strategy is that it pushes team members to move outside their usual thinking style and consider new angles. This brings more diverse ideas and solutions to the table.

It works best for complex problems that require innovative solutions and when a team is stuck in an unproductive debate. The structured framework keeps the conversation flowing in a positive direction.

Limitations are that it requires training on the method itself and may feel unnatural at first. Team dynamics can also influence success – some members may dominate certain “hats” while others remain quiet.

A real-life example is a software company debating whether to build a new feature. The white hat focuses on facts, red on gut feelings, black on potential risks, yellow on benefits, green on new ideas, and blue on process. This exposes more balanced perspectives before deciding.

Onethread centralizes diverse stakeholder communication onto one platform, ensuring all voices are incorporated when evaluating project tradeoffs, just as problem-solving should consider multifaceted solutions.

16. Visualize the Problem (Draw it Out)

Drawing out a problem involves creating visual representations like diagrams, flowcharts, and maps to work through challenging issues.

This strategy is helpful when dealing with complex situations with lots of interconnected components. The visuals simplify the complexity so you can thoroughly understand the problem and all its nuances.

Key benefits are that it allows more stakeholders to get on the same page regarding root causes and it sparks new creative solutions as connections are made visually.

However, simple problems with few variables don’t require extensive diagrams. Additionally, some challenges are so multidimensional that fully capturing every aspect is difficult.

A real-life example would be mapping out all the possible causes leading to decreased client satisfaction at a law firm. An intricate fishbone diagram with branches for issues like service delivery, technology, facilities, culture, and vendor partnerships allows the team to trace problems back to their origins and brainstorm targeted fixes.

17. Follow a Step-by-Step Procedure (Algorithms)

An algorithm is a predefined step-by-step process that is guaranteed to produce the correct solution if implemented properly.

Using algorithms is effective when facing problems that have clear, binary right and wrong answers. Algorithms work for mathematical calculations, computer code, manufacturing assembly lines, and scientific experiments.

Key benefits are consistency, accuracy, and efficiency. However, they require extensive upfront development and only apply to scenarios with strict parameters. Additionally, human error can lead to mistakes.

For example, crew members of fast food chains like McDonald’s follow specific algorithms for food prep – from grill times to ingredient amounts in sandwiches, to order fulfillment procedures. This ensures uniform quality and service across all locations. However, if a step is missed, errors occur.

The Problem-Solving Process

The problem-solving process typically includes defining the issue, analyzing details, creating solutions, weighing choices, acting, and reviewing results.

In the above, we have discussed several problem-solving strategies. For every problem-solving strategy, you have to follow these processes. Here’s a detailed step-by-step process of effective problem-solving:

Step 1: Identify the Problem

The problem-solving process starts with identifying the problem. This step involves understanding the issue’s nature, its scope, and its impact. Once the problem is clearly defined, it sets the foundation for finding effective solutions.

Identifying the problem is crucial. It means figuring out exactly what needs fixing. This involves looking at the situation closely, understanding what’s wrong, and knowing how it affects things. It’s about asking the right questions to get a clear picture of the issue. 

This step is important because it guides the rest of the problem-solving process. Without a clear understanding of the problem, finding a solution is much harder. It’s like diagnosing an illness before treating it. Once the problem is identified accurately, you can move on to exploring possible solutions and deciding on the best course of action.

Step 2: Break Down the Problem

Breaking down the problem is a key step in the problem-solving process. It involves dividing the main issue into smaller, more manageable parts. This makes it easier to understand and tackle each component one by one.

After identifying the problem, the next step is to break it down. This means splitting the big issue into smaller pieces. It’s like solving a puzzle by handling one piece at a time. 

By doing this, you can focus on each part without feeling overwhelmed. It also helps in identifying the root causes of the problem. Breaking down the problem allows for a clearer analysis and makes finding solutions more straightforward. 

Each smaller problem can be addressed individually, leading to an effective resolution of the overall issue. This approach not only simplifies complex problems but also aids in developing a systematic plan to solve them.

Step 3: Come up with potential solutions

Coming up with potential solutions is the third step in the problem-solving process. It involves brainstorming various options to address the problem, considering creativity and feasibility to find the best approach.

After breaking down the problem, it’s time to think of ways to solve it. This stage is about brainstorming different solutions. You look at the smaller issues you’ve identified and start thinking of ways to fix them. This is where creativity comes in. 

You want to come up with as many ideas as possible, no matter how out-of-the-box they seem. It’s important to consider all options and evaluate their pros and cons. This process allows you to gather a range of possible solutions. 

Later, you can narrow these down to the most practical and effective ones. This step is crucial because it sets the stage for deciding on the best solution to implement. It’s about being open-minded and innovative to tackle the problem effectively.

Step 4: Analyze the possible solutions

Analyzing the possible solutions is the fourth step in the problem-solving process. It involves evaluating each proposed solution’s advantages and disadvantages to determine the most effective and feasible option.

After coming up with potential solutions, the next step is to analyze them. This means looking closely at each idea to see how well it solves the problem. You weigh the pros and cons of every solution.

Consider factors like cost, time, resources, and potential outcomes. This analysis helps in understanding the implications of each option. It’s about being critical and objective, ensuring that the chosen solution is not only effective but also practical.

This step is vital because it guides you towards making an informed decision. It involves comparing the solutions against each other and selecting the one that best addresses the problem.

By thoroughly analyzing the options, you can move forward with confidence, knowing you’ve chosen the best path to solve the issue.

Step 5: Implement and Monitor the Solutions

Implementing and monitoring the solutions is the final step in the problem-solving process. It involves putting the chosen solution into action and observing its effectiveness, making adjustments as necessary.

Once you’ve selected the best solution, it’s time to put it into practice. This step is about action. You implement the chosen solution and then keep an eye on how it works. Monitoring is crucial because it tells you if the solution is solving the problem as expected. 

If things don’t go as planned, you may need to make some changes. This could mean tweaking the current solution or trying a different one. The goal is to ensure the problem is fully resolved. 

This step is critical because it involves real-world application. It’s not just about planning; it’s about doing and adjusting based on results. By effectively implementing and monitoring the solutions, you can achieve the desired outcome and solve the problem successfully.

Why This Process is Important

Following a defined process to solve problems is important because it provides a systematic, structured approach instead of a haphazard one. Having clear steps guides logical thinking, analysis, and decision-making to increase effectiveness. Key reasons it helps are:

• Clear Direction: This process gives you a clear path to follow, which can make solving problems less overwhelming.
• Better Solutions: Thoughtful analysis of root causes, iterative testing of solutions, and learning orientation lead to addressing the heart of issues rather than just symptoms.
• Saves Time and Energy: Instead of guessing or trying random things, this process helps you find a solution more efficiently.
• Improves Skills: The more you use this process, the better you get at solving problems. It’s like practicing a sport. The more you practice, the better you play.
• Maximizes collaboration: Involving various stakeholders in the process enables broader inputs. Their communication and coordination are streamlined through organized brainstorming and evaluation.
• Provides consistency: Standard methodology across problems enables building institutional problem-solving capabilities over time. Patterns emerge on effective techniques to apply to different situations.

The problem-solving process is a powerful tool that can help us tackle any challenge we face. By following these steps, we can find solutions that work and learn important skills along the way.

Key Skills for Efficient Problem Solving

Efficient problem-solving requires breaking down issues logically, evaluating options, and implementing practical solutions.

Key skills include critical thinking to understand root causes, creativity to brainstorm innovative ideas, communication abilities to collaborate with others, and decision-making to select the best way forward. Staying adaptable, reflecting on outcomes, and applying lessons learned are also essential.

With practice, these capacities will lead to increased personal and team effectiveness in systematically addressing any problem.

 Let’s explore the powers you need to become a problem-solving hero!

Critical Thinking and Analytical Skills

Critical thinking and analytical skills are vital for efficient problem-solving as they enable individuals to objectively evaluate information, identify key issues, and generate effective solutions. 

These skills facilitate a deeper understanding of problems, leading to logical, well-reasoned decisions. By systematically breaking down complex issues and considering various perspectives, individuals can develop more innovative and practical solutions, enhancing their problem-solving effectiveness.

Communication Skills

Effective communication skills are essential for efficient problem-solving as they facilitate clear sharing of information, ensuring all team members understand the problem and proposed solutions. 

These skills enable individuals to articulate issues, listen actively, and collaborate effectively, fostering a productive environment where diverse ideas can be exchanged and refined. By enhancing mutual understanding, communication skills contribute significantly to identifying and implementing the most viable solutions.

Decision-Making

Strong decision-making skills are crucial for efficient problem-solving, as they enable individuals to choose the best course of action from multiple alternatives. 

These skills involve evaluating the potential outcomes of different solutions, considering the risks and benefits, and making informed choices. Effective decision-making leads to the implementation of solutions that are likely to resolve problems effectively, ensuring resources are used efficiently and goals are achieved.

Planning and Prioritization

Planning and prioritization are key for efficient problem-solving, ensuring resources are allocated effectively to address the most critical issues first. This approach helps in organizing tasks according to their urgency and impact, streamlining efforts towards achieving the desired outcome efficiently.

Emotional Intelligence

Emotional intelligence enhances problem-solving by allowing individuals to manage emotions, understand others, and navigate social complexities. It fosters a positive, collaborative environment, essential for generating creative solutions and making informed, empathetic decisions.

Leadership skills drive efficient problem-solving by inspiring and guiding teams toward common goals. Effective leaders motivate their teams, foster innovation, and navigate challenges, ensuring collective efforts are focused and productive in addressing problems.

Time Management

Time management is crucial in problem-solving, enabling individuals to allocate appropriate time to each task. By efficiently managing time, one can ensure that critical problems are addressed promptly without neglecting other responsibilities.

Data Analysis

Data analysis skills are essential for problem-solving, as they enable individuals to sift through data, identify trends, and extract actionable insights. This analytical approach supports evidence-based decision-making, leading to more accurate and effective solutions.

Research Skills

Research skills are vital for efficient problem-solving, allowing individuals to gather relevant information, explore various solutions, and understand the problem’s context. This thorough exploration aids in developing well-informed, innovative solutions.

Becoming a great problem solver takes practice, but with these skills, you’re on your way to becoming a problem-solving hero. 

How to Improve Your Problem-Solving Skills?

Improving your problem-solving skills can make you a master at overcoming challenges. Learn from experts, practice regularly, welcome feedback, try new methods, experiment, and study others’ success to become better.

Learning from Experts

Improving problem-solving skills by learning from experts involves seeking mentorship, attending workshops, and studying case studies. Experts provide insights and techniques that refine your approach, enhancing your ability to tackle complex problems effectively.

To enhance your problem-solving skills, learning from experts can be incredibly beneficial. Engaging with mentors, participating in specialized workshops, and analyzing case studies from seasoned professionals can offer valuable perspectives and strategies. 

Experts share their experiences, mistakes, and successes, providing practical knowledge that can be applied to your own problem-solving process. This exposure not only broadens your understanding but also introduces you to diverse methods and approaches, enabling you to tackle challenges more efficiently and creatively.

Improving problem-solving skills through practice involves tackling a variety of challenges regularly. This hands-on approach helps in refining techniques and strategies, making you more adept at identifying and solving problems efficiently.

One of the most effective ways to enhance your problem-solving skills is through consistent practice. By engaging with different types of problems on a regular basis, you develop a deeper understanding of various strategies and how they can be applied. 

This hands-on experience allows you to experiment with different approaches, learn from mistakes, and build confidence in your ability to tackle challenges.

Regular practice not only sharpens your analytical and critical thinking skills but also encourages adaptability and innovation, key components of effective problem-solving.

Openness to Feedback

Being open to feedback is like unlocking a secret level in a game. It helps you boost your problem-solving skills. Improving problem-solving skills through openness to feedback involves actively seeking and constructively responding to critiques. 

This receptivity enables you to refine your strategies and approaches based on insights from others, leading to more effective solutions. 

Learning New Approaches and Methodologies

Learning new approaches and methodologies is like adding new tools to your toolbox. It makes you a smarter problem-solver. Enhancing problem-solving skills by learning new approaches and methodologies involves staying updated with the latest trends and techniques in your field. 

This continuous learning expands your toolkit, enabling innovative solutions and a fresh perspective on challenges.

Experimentation

Experimentation is like being a scientist of your own problems. It’s a powerful way to improve your problem-solving skills. Boosting problem-solving skills through experimentation means trying out different solutions to see what works best. This trial-and-error approach fosters creativity and can lead to unique solutions that wouldn’t have been considered otherwise.

Analyzing Competitors’ Success

Analyzing competitors’ success is like being a detective. It’s a smart way to boost your problem-solving skills. Improving problem-solving skills by analyzing competitors’ success involves studying their strategies and outcomes. Understanding what worked for them can provide valuable insights and inspire effective solutions for your own challenges. 

Challenges in Problem-Solving

Facing obstacles when solving problems is common. Recognizing these barriers, like fear of failure or lack of information, helps us find ways around them for better solutions.

Fear of Failure

Fear of failure is like a big, scary monster that stops us from solving problems. It’s a challenge many face. Because being afraid of making mistakes can make us too scared to try new solutions. 

How can we overcome this? First, understand that it’s okay to fail. Failure is not the opposite of success; it’s part of learning. Every time we fail, we discover one more way not to solve a problem, getting us closer to the right solution. Treat each attempt like an experiment. It’s not about failing; it’s about testing and learning.

Lack of Information

Lack of information is like trying to solve a puzzle with missing pieces. It’s a big challenge in problem-solving. Because without all the necessary details, finding a solution is much harder. 

How can we fix this? Start by gathering as much information as you can. Ask questions, do research, or talk to experts. Think of yourself as a detective looking for clues. The more information you collect, the clearer the picture becomes. Then, use what you’ve learned to think of solutions. 

Fixed Mindset

A fixed mindset is like being stuck in quicksand; it makes solving problems harder. It means thinking you can’t improve or learn new ways to solve issues. 

How can we change this? First, believe that you can grow and learn from challenges. Think of your brain as a muscle that gets stronger every time you use it. When you face a problem, instead of saying “I can’t do this,” try thinking, “I can’t do this yet.” Look for lessons in every challenge and celebrate small wins. 

Everyone starts somewhere, and mistakes are just steps on the path to getting better. By shifting to a growth mindset, you’ll see problems as opportunities to grow. Keep trying, keep learning, and your problem-solving skills will soar!

Jumping to Conclusions

Jumping to conclusions is like trying to finish a race before it starts. It’s a challenge in problem-solving. That means making a decision too quickly without looking at all the facts. 

How can we avoid this? First, take a deep breath and slow down. Think about the problem like a puzzle. You need to see all the pieces before you know where they go. Ask questions, gather information, and consider different possibilities. Don’t choose the first solution that comes to mind. Instead, compare a few options. 

Feeling Overwhelmed

Feeling overwhelmed is like being buried under a mountain of puzzles. It’s a big challenge in problem-solving. When we’re overwhelmed, everything seems too hard to handle. 

How can we deal with this? Start by taking a step back. Breathe deeply and focus on one thing at a time. Break the big problem into smaller pieces, like sorting puzzle pieces by color. Tackle each small piece one by one. It’s also okay to ask for help. Sometimes, talking to someone else can give you a new perspective. 

Confirmation Bias

Confirmation bias is like wearing glasses that only let you see what you want to see. It’s a challenge in problem-solving. Because it makes us focus only on information that agrees with what we already believe, ignoring anything that doesn’t. 

How can we overcome this? First, be aware that you might be doing it. It’s like checking if your glasses are on right. Then, purposely look for information that challenges your views. It’s like trying on a different pair of glasses to see a new perspective. Ask questions and listen to answers, even if they don’t fit what you thought before.

Groupthink is like everyone in a group deciding to wear the same outfit without asking why. It’s a challenge in problem-solving. It means making decisions just because everyone else agrees, without really thinking it through. 

How can we avoid this? First, encourage everyone in the group to share their ideas, even if they’re different. It’s like inviting everyone to show their unique style of clothes. 

Listen to all opinions and discuss them. It’s okay to disagree; it helps us think of better solutions. Also, sometimes, ask someone outside the group for their thoughts. They might see something everyone in the group missed.

Overcoming obstacles in problem-solving requires patience, openness, and a willingness to learn from mistakes. By recognizing these barriers, we can develop strategies to navigate around them, leading to more effective and creative solutions.

What are the most common problem-solving techniques?

The most common techniques include brainstorming, the 5 Whys, mind mapping, SWOT analysis, and using algorithms or heuristics. Each approach has its strengths, suitable for different types of problems.

What’s the best problem-solving strategy for every situation?

There’s no one-size-fits-all strategy. The best approach depends on the problem’s complexity, available resources, and time constraints. Combining multiple techniques often yields the best results.

How can I improve my problem-solving skills?

Improve your problem-solving skills by practicing regularly, learning from experts, staying open to feedback, and continuously updating your knowledge on new approaches and methodologies.

Are there any tools or resources to help with problem-solving?

Yes, tools like mind mapping software, online courses on critical thinking, and books on problem-solving techniques can be very helpful. Joining forums or groups focused on problem-solving can also provide support and insights.

What are some common mistakes people make when solving problems?

Common mistakes include jumping to conclusions without fully understanding the problem, ignoring valuable feedback, sticking to familiar solutions without considering alternatives, and not breaking down complex problems into manageable parts.

Final Words

Mastering problem-solving strategies equips us with the tools to tackle challenges across all areas of life. By understanding and applying these techniques, embracing a growth mindset, and learning from both successes and obstacles, we can transform problems into opportunities for growth. Continuously improving these skills ensures we’re prepared to face and solve future challenges more effectively.

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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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Turn your team into skilled problem solvers with these problem-solving strategies

Picture this, you're handling your daily tasks at work and your boss calls you in and says, "We have a problem." 

Unfortunately, we don't live in a world in which problems are instantly resolved with the snap of our fingers. Knowing how to effectively solve problems is an important professional skill to hone. If you have a problem that needs to be solved, what is the right process to use to ensure you get the most effective solution?

In this article we'll break down the problem-solving process and how you can find the most effective solutions for complex problems.

What is problem solving? 

Problem solving is the process of finding a resolution for a specific issue or conflict. There are many possible solutions for solving a problem, which is why it's important to go through a problem-solving process to find the best solution. You could use a flathead screwdriver to unscrew a Phillips head screw, but there is a better tool for the situation. Utilizing common problem-solving techniques helps you find the best solution to fit the needs of the specific situation, much like using the right tools.

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4 steps to better problem solving

While it might be tempting to dive into a problem head first, take the time to move step by step. Here’s how you can effectively break down the problem-solving process with your team:

1. Identify the problem that needs to be solved

One of the easiest ways to identify a problem is to ask questions. A good place to start is to ask journalistic questions, like:

Who : Who is involved with this problem? Who caused the problem? Who is most affected by this issue?

What: What is happening? What is the extent of the issue? What does this problem prevent from moving forward?

Where: Where did this problem take place? Does this problem affect anything else in the immediate area? 

When: When did this problem happen? When does this problem take effect? Is this an urgent issue that needs to be solved within a certain timeframe?

Why: Why is it happening? Why does it impact workflows?

How: How did this problem occur? How is it affecting workflows and team members from being productive?

Asking journalistic questions can help you define a strong problem statement so you can highlight the current situation objectively, and create a plan around that situation.

Here’s an example of how a design team uses journalistic questions to identify their problem:

Overarching problem: Design requests are being missed

Who: Design team, digital marketing team, web development team

What: Design requests are forgotten, lost, or being created ad hoc.

Where: Email requests, design request spreadsheet

When: Missed requests on January 20th, January 31st, February 4th, February 6th

How : Email request was lost in inbox and the intake spreadsheet was not updated correctly. The digital marketing team had to delay launching ads for a few days while design requests were bottlenecked. Designers had to work extra hours to ensure all requests were completed.

In this example, there are many different aspects of this problem that can be solved. Using journalistic questions can help you identify different issues and who you should involve in the process.

2. Brainstorm multiple solutions

If at all possible, bring in a facilitator who doesn't have a major stake in the solution. Bringing an individual who has little-to-no stake in the matter can help keep your team on track and encourage good problem-solving skills.

Here are a few brainstorming techniques to encourage creative thinking:

Brainstorm alone before hand: Before you come together as a group, provide some context to your team on what exactly the issue is that you're brainstorming. This will give time for you and your teammates to have some ideas ready by the time you meet.

Say yes to everything (at first): When you first start brainstorming, don't say no to any ideas just yet—try to get as many ideas down as possible. Having as many ideas as possible ensures that you’ll get a variety of solutions. Save the trimming for the next step of the strategy. 

Talk to team members one-on-one: Some people may be less comfortable sharing their ideas in a group setting. Discuss the issue with team members individually and encourage them to share their opinions without restrictions—you might find some more detailed insights than originally anticipated.

Break out of your routine: If you're used to brainstorming in a conference room or over Zoom calls, do something a little different! Take your brainstorming meeting to a coffee shop or have your Zoom call while you're taking a walk. Getting out of your routine can force your brain out of its usual rut and increase critical thinking.

3. Define the solution

After you brainstorm with team members to get their unique perspectives on a scenario, it's time to look at the different strategies and decide which option is the best solution for the problem at hand. When defining the solution, consider these main two questions: What is the desired outcome of this solution and who stands to benefit from this solution? 

Set a deadline for when this decision needs to be made and update stakeholders accordingly. Sometimes there's too many people who need to make a decision. Use your best judgement based on the limitations provided to do great things fast.

4. Implement the solution

To implement your solution, start by working with the individuals who are as closest to the problem. This can help those most affected by the problem get unblocked. Then move farther out to those who are less affected, and so on and so forth. Some solutions are simple enough that you don’t need to work through multiple teams.

After you prioritize implementation with the right teams, assign out the ongoing work that needs to be completed by the rest of the team. This can prevent people from becoming overburdened during the implementation plan . Once your solution is in place, schedule check-ins to see how the solution is working and course-correct if necessary.

Implement common problem-solving strategies

There are a few ways to go about identifying problems (and solutions). Here are some strategies you can try, as well as common ways to apply them:

Trial and error

Trial and error problem solving doesn't usually require a whole team of people to solve. To use trial and error problem solving, identify the cause of the problem, and then rapidly test possible solutions to see if anything changes. 

This problem-solving method is often used in tech support teams through troubleshooting.

The 5 whys problem-solving method helps get to the root cause of an issue. You start by asking once, “Why did this issue happen?” After answering the first why, ask again, “Why did that happen?” You'll do this five times until you can attribute the problem to a root cause. 

This technique can help you dig in and find the human error that caused something to go wrong. More importantly, it also helps you and your team develop an actionable plan so that you can prevent the issue from happening again.

Here’s an example:

Problem: The email marketing campaign was accidentally sent to the wrong audience.

“Why did this happen?” Because the audience name was not updated in our email platform.

“Why were the audience names not changed?” Because the audience segment was not renamed after editing. 

“Why was the audience segment not renamed?” Because everybody has an individual way of creating an audience segment.

“Why does everybody have an individual way of creating an audience segment?” Because there is no standardized process for creating audience segments. 

“Why is there no standardized process for creating audience segments?” Because the team hasn't decided on a way to standardize the process as the team introduced new members. 

In this example, we can see a few areas that could be optimized to prevent this mistake from happening again. When working through these questions, make sure that everyone who was involved in the situation is present so that you can co-create next steps to avoid the same problem. 

A SWOT analysis

A SWOT analysis can help you highlight the strengths and weaknesses of a specific solution. SWOT stands for:

Strength: Why is this specific solution a good fit for this problem? 

Weaknesses: What are the weak points of this solution? Is there anything that you can do to strengthen those weaknesses?

Opportunities: What other benefits could arise from implementing this solution?

Threats: Is there anything about this decision that can detrimentally impact your team?

As you identify specific solutions, you can highlight the different strengths, weaknesses, opportunities, and threats of each solution. 

This particular problem-solving strategy is good to use when you're narrowing down the answers and need to compare and contrast the differences between different solutions. 

Even more successful problem solving

After you’ve worked through a tough problem, don't forget to celebrate how far you've come. Not only is this important for your team of problem solvers to see their work in action, but this can also help you become a more efficient, effective , and flexible team. The more problems you tackle together, the more you’ll achieve. 

Looking for a tool to help solve problems on your team? Track project implementation with a work management tool like Asana .

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50 Problem-Solving and Critical Thinking Examples

Critical thinking and problem solving are essential skills for success in the 21st century. Critical thinking is the ability to analyze information, evaluate evidence, and draw logical conclusions. Problem solving is the ability to apply critical thinking to find effective solutions to various challenges. Both skills require creativity, curiosity, and persistence. Developing critical thinking and problem solving skills can help students improve their academic performance, enhance their career prospects, and become more informed and engaged citizens.

Sanju Pradeepa

In today’s complex and fast-paced world, the ability to think critically and solve problems effectively has become a vital skill for success in all areas of life. Whether it’s navigating professional challenges, making sound decisions, or finding innovative solutions, critical thinking and problem-solving are key to overcoming obstacles and achieving desired outcomes. In this blog post, we will explore problem-solving and critical thinking examples.

Table of Contents

Developing the skills needed for critical thinking and problem solving.

It is not enough to simply recognize an issue; we must use the right tools and techniques to address it. To do this, we must learn how to define and identify the problem or task at hand, gather relevant information from reliable sources, analyze and compare data to draw conclusions, make logical connections between different ideas, generate a solution or action plan, and make a recommendation.

The first step in developing these skills is understanding what the problem or task is that needs to be addressed. This requires careful consideration of all available information in order to form an accurate picture of what needs to be done. Once the issue has been identified, gathering reliable sources of data can help further your understanding of it. Sources could include interviews with customers or stakeholders, surveys, industry reports, and analysis of customer feedback.

After collecting relevant information from reliable sources, it’s important to analyze and compare the data in order to draw meaningful conclusions about the situation at hand. This helps us better understand our options for addressing an issue by providing context for decision-making. Once you have analyzed the data you collected, making logical connections between different ideas can help you form a more complete picture of the situation and inform your potential solutions.

Once you have analyzed your options for addressing an issue based on all available data points, it’s time to generate a solution or action plan that takes into account considerations such as cost-effectiveness and feasibility. It’s also important to consider the risk factors associated with any proposed solutions in order to ensure that they are responsible before moving forward with implementation. Finally, once all the analysis has been completed, it is time to make a recommendation based on your findings, which should take into account any objectives set out by stakeholders at the beginning of this process as well as any other pertinent factors discovered throughout the analysis stage.

By following these steps carefully when faced with complex issues, one can effectively use critical thinking and problem-solving skills in order to achieve desired outcomes more efficiently than would otherwise be possible without them, while also taking responsibility for decisions made along the way.

What Does Critical Thinking Involve: 5 Essential Skill

Problem-solving and critical thinking examples.

Problem-solving and critical thinking are key skills that are highly valued in any professional setting. These skills enable individuals to analyze complex situations, make informed decisions, and find innovative solutions. Here, we present 25 examples of problem-solving and critical thinking. problem-solving scenarios to help you cultivate and enhance these skills.

Ethical dilemma: A company faces a situation where a client asks for a product that does not meet quality standards. The team must decide how to address the client’s request without compromising the company’s credibility or values.

Brainstorming session: A team needs to come up with new ideas for a marketing campaign targeting a specific demographic. Through an organized brainstorming session, they explore various approaches and analyze their potential impact.

Troubleshooting technical issues : An IT professional receives a ticket indicating a network outage. They analyze the issue, assess potential causes (hardware, software, or connectivity), and solve the problem efficiently.

Negotiation : During contract negotiations, representatives from two companies must find common ground to strike a mutually beneficial agreement, considering the needs and limitations of both parties.

Project management: A project manager identifies potential risks and develops contingency plans to address unforeseen obstacles, ensuring the project stays on track.

Decision-making under pressure: In a high-stakes situation, a medical professional must make a critical decision regarding a patient’s treatment, weighing all available information and considering potential risks.

Conflict resolution: A team encounters conflicts due to differing opinions or approaches. The team leader facilitates a discussion to reach a consensus while considering everyone’s perspectives.

Data analysis: A data scientist is presented with a large dataset and is tasked with extracting valuable insights. They apply analytical techniques to identify trends, correlations, and patterns that can inform decision-making.

Customer service: A customer service representative encounters a challenging customer complaint and must employ active listening and problem-solving skills to address the issue and provide a satisfactory resolution.

Market research : A business seeks to expand into a new market. They conduct thorough market research, analyzing consumer behavior, competitor strategies, and economic factors to make informed market-entry decisions.

Creative problem-solvin g: An engineer faces a design challenge and must think outside the box to come up with a unique and innovative solution that meets project requirements.

Change management: During a company-wide transition, managers must effectively communicate the change, address employees’ concerns, and facilitate a smooth transition process.

Crisis management: When a company faces a public relations crisis, effective critical thinking is necessary to analyze the situation, develop a response strategy, and minimize potential damage to the company’s reputation.

Cost optimization : A financial analyst identifies areas where expenses can be reduced while maintaining operational efficiency, presenting recommendations for cost savings.

Time management : An employee has multiple deadlines to meet. They assess the priority of each task, develop a plan, and allocate time accordingly to achieve optimal productivity.

Quality control: A production manager detects an increase in product defects and investigates the root causes, implementing corrective actions to enhance product quality.

Strategic planning: An executive team engages in strategic planning to define long-term goals, assess market trends, and identify growth opportunities.

Cross-functional collaboration: Multiple teams with different areas of expertise must collaborate to develop a comprehensive solution, combining their knowledge and skills.

Training and development : A manager identifies skill gaps in their team and designs training programs to enhance critical thinking, problem-solving, and decision-making abilities.

Risk assessment : A risk management professional evaluates potential risks associated with a new business venture, weighing their potential impact and developing strategies to mitigate them.

Continuous improvement: An operations manager analyzes existing processes, identifies inefficiencies, and introduces improvements to enhance productivity and customer satisfaction.

Customer needs analysis: A product development team conducts extensive research to understand customer needs and preferences, ensuring that the resulting product meets those requirements.

Crisis decision-making: A team dealing with a crisis must think quickly, assess the situation, and make timely decisions with limited information.

Marketing campaign analysis : A marketing team evaluates the success of a recent campaign, analyzing key performance indicators to understand its impact on sales and customer engagement.

Constructive feedback: A supervisor provides feedback to an employee, highlighting areas for improvement and offering constructive suggestions for growth.

Conflict resolution in a team project: Team members engaged in a project have conflicting ideas on the approach. They must engage in open dialogue, actively listen to each other’s perspectives, and reach a compromise that aligns with the project’s goals.

Crisis response in a natural disaster: Emergency responders must think critically and swiftly in responding to a natural disaster, coordinating rescue efforts, allocating resources effectively, and prioritizing the needs of affected individuals.

Product innovation : A product development team conducts market research, studies consumer trends, and uses critical thinking to create innovative products that address unmet customer needs.

Supply chain optimization: A logistics manager analyzes the supply chain to identify areas for efficiency improvement, such as reducing transportation costs, improving inventory management, or streamlining order fulfillment processes.

Business strategy formulation: A business executive assesses market dynamics, the competitive landscape, and internal capabilities to develop a robust business strategy that ensures sustainable growth and competitiveness.

Crisis communication: In the face of a public relations crisis, an organization’s spokesperson must think critically to develop and deliver a transparent, authentic, and effective communication strategy to rebuild trust and manage reputation.

Social problem-solving: A group of volunteers addresses a specific social issue, such as poverty or homelessness, by critically examining its root causes, collaborating with stakeholders, and implementing sustainable solutions for the affected population.

Problem-Solving Mindset: How to Achieve It (15 Ways)

Risk assessment in investment decision-making: An investment analyst evaluates various investment opportunities, conducting risk assessments based on market trends, financial indicators, and potential regulatory changes to make informed investment recommendations.

Environmental sustainability: An environmental scientist analyzes the impact of industrial processes on the environment, develops strategies to mitigate risks, and promotes sustainable practices within organizations and communities.

Adaptation to technological advancements : In a rapidly evolving technological landscape, professionals need critical thinking skills to adapt to new tools, software, and systems, ensuring they can effectively leverage these advancements to enhance productivity and efficiency.

Productivity improvement: An operations manager leverages critical thinking to identify productivity bottlenecks within a workflow and implement process improvements to optimize resource utilization, minimize waste, and increase overall efficiency.

Cost-benefit analysis: An organization considering a major investment or expansion opportunity conducts a thorough cost-benefit analysis, weighing potential costs against expected benefits to make an informed decision.

Human resources management : HR professionals utilize critical thinking to assess job applicants, identify skill gaps within the organization, and design training and development programs to enhance the workforce’s capabilities.

Root cause analysis: In response to a recurring problem or inefficiency, professionals apply critical thinking to identify the root cause of the issue, develop remedial actions, and prevent future occurrences.

Leadership development: Aspiring leaders undergo critical thinking exercises to enhance their decision-making abilities, develop strategic thinking skills, and foster a culture of innovation within their teams.

Brand positioning : Marketers conduct comprehensive market research and consumer behavior analysis to strategically position a brand, differentiating it from competitors and appealing to target audiences effectively.

Resource allocation: Non-profit organizations distribute limited resources efficiently, critically evaluating project proposals, considering social impact, and allocating resources to initiatives that align with their mission.

Innovating in a mature market: A company operating in a mature market seeks to innovate to maintain a competitive edge. They cultivate critical thinking skills to identify gaps, anticipate changing customer needs, and develop new strategies, products, or services accordingly.

Analyzing financial statements : Financial analysts critically assess financial statements, analyze key performance indicators, and derive insights to support financial decision-making, such as investment evaluations or budget planning.

Crisis intervention : Mental health professionals employ critical thinking and problem-solving to assess crises faced by individuals or communities, develop intervention plans, and provide support during challenging times.

Data privacy and cybersecurity : IT professionals critically evaluate existing cybersecurity measures, identify vulnerabilities, and develop strategies to protect sensitive data from threats, ensuring compliance with privacy regulations.

Process improvement : Professionals in manufacturing or service industries critically evaluate existing processes, identify inefficiencies, and implement improvements to optimize efficiency, quality, and customer satisfaction.

Multi-channel marketing strategy : Marketers employ critical thinking to design and execute effective marketing campaigns across various channels such as social media, web, print, and television, ensuring a cohesive brand experience for customers.

Peer review: Researchers critically analyze and review the work of their peers, providing constructive feedback and ensuring the accuracy, validity, and reliability of scientific studies.

Project coordination : A project manager must coordinate multiple teams and resources to ensure seamless collaboration, identify potential bottlenecks, and find solutions to keep the project on schedule.  

These examples highlight the various contexts in which problem-solving and critical-thinking skills are necessary for success. By understanding and practicing these skills, individuals can enhance their ability to navigate challenges and make sound decisions in both personal and professional endeavors.

Conclusion:

Critical thinking and problem-solving are indispensable skills that empower individuals to overcome challenges, make sound decisions, and find innovative solutions. By honing these skills, one can navigate through the complexities of modern life and achieve success in both personal and professional endeavors. Embrace the power of critical thinking and problem-solving, and unlock the door to endless possibilities and growth.

• Problem solving From Wikipedia, the free encyclopedia
• Critical thinking From Wikipedia, the free encyclopedia
• The Importance of Critical Thinking and Problem Solving Skills for Students (5 Minutes)

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Problem-Solving Strategies and Obstacles

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• Application
• Improvement

From deciding what to eat for dinner to considering whether it's the right time to buy a house, problem-solving is a large part of our daily lives. Learn some of the problem-solving strategies that exist and how to use them in real life, along with ways to overcome obstacles that are making it harder to resolve the issues you face.

What Is Problem-Solving?

In cognitive psychology , the term 'problem-solving' refers to the mental process that people go through to discover, analyze, and solve problems.

A problem exists when there is a goal that we want to achieve but the process by which we will achieve it is not obvious to us. Put another way, there is something that we want to occur in our life, yet we are not immediately certain how to make it happen.

Maybe you want a better relationship with your spouse or another family member but you're not sure how to improve it. Or you want to start a business but are unsure what steps to take. Problem-solving helps you figure out how to achieve these desires.

The problem-solving process involves:

• Discovery of the problem
• Deciding to tackle the issue
• Seeking to understand the problem more fully
• Researching available options or solutions
• Taking action to resolve the issue

Before problem-solving can occur, it is important to first understand the exact nature of the problem itself. If your understanding of the issue is faulty, your attempts to resolve it will also be incorrect or flawed.

Problem-Solving Mental Processes

Several mental processes are at work during problem-solving. Among them are:

• Perceptually recognizing the problem
• Representing the problem in memory
• Considering relevant information that applies to the problem
• Identifying different aspects of the problem
• Labeling and describing the problem

Problem-Solving Strategies

There are many ways to go about solving a problem. Some of these strategies might be used on their own, or you may decide to employ multiple approaches when working to figure out and fix a problem.

An algorithm is a step-by-step procedure that, by following certain "rules" produces a solution. Algorithms are commonly used in mathematics to solve division or multiplication problems. But they can be used in other fields as well.

In psychology, algorithms can be used to help identify individuals with a greater risk of mental health issues. For instance, research suggests that certain algorithms might help us recognize children with an elevated risk of suicide or self-harm.

One benefit of algorithms is that they guarantee an accurate answer. However, they aren't always the best approach to problem-solving, in part because detecting patterns can be incredibly time-consuming.

There are also concerns when machine learning is involved—also known as artificial intelligence (AI)—such as whether they can accurately predict human behaviors.

Heuristics are shortcut strategies that people can use to solve a problem at hand. These "rule of thumb" approaches allow you to simplify complex problems, reducing the total number of possible solutions to a more manageable set.

If you find yourself sitting in a traffic jam, for example, you may quickly consider other routes, taking one to get moving once again. When shopping for a new car, you might think back to a prior experience when negotiating got you a lower price, then employ the same tactics.

While heuristics may be helpful when facing smaller issues, major decisions shouldn't necessarily be made using a shortcut approach. Heuristics also don't guarantee an effective solution, such as when trying to drive around a traffic jam only to find yourself on an equally crowded route.

Trial and Error

A trial-and-error approach to problem-solving involves trying a number of potential solutions to a particular issue, then ruling out those that do not work. If you're not sure whether to buy a shirt in blue or green, for instance, you may try on each before deciding which one to purchase.

This can be a good strategy to use if you have a limited number of solutions available. But if there are many different choices available, narrowing down the possible options using another problem-solving technique can be helpful before attempting trial and error.

In some cases, the solution to a problem can appear as a sudden insight. You are facing an issue in a relationship or your career when, out of nowhere, the solution appears in your mind and you know exactly what to do.

Insight can occur when the problem in front of you is similar to an issue that you've dealt with in the past. Although, you may not recognize what is occurring since the underlying mental processes that lead to insight often happen outside of conscious awareness .

Research indicates that insight is most likely to occur during times when you are alone—such as when going on a walk by yourself, when you're in the shower, or when lying in bed after waking up.

How to Apply Problem-Solving Strategies in Real Life

If you're facing a problem, you can implement one or more of these strategies to find a potential solution. Here's how to use them in real life:

• Create a flow chart . If you have time, you can take advantage of the algorithm approach to problem-solving by sitting down and making a flow chart of each potential solution, its consequences, and what happens next.
• Recall your past experiences . When a problem needs to be solved fairly quickly, heuristics may be a better approach. Think back to when you faced a similar issue, then use your knowledge and experience to choose the best option possible.
• Start trying potential solutions . If your options are limited, start trying them one by one to see which solution is best for achieving your desired goal. If a particular solution doesn't work, move on to the next.
• Take some time alone . Since insight is often achieved when you're alone, carve out time to be by yourself for a while. The answer to your problem may come to you, seemingly out of the blue, if you spend some time away from others.

Obstacles to Problem-Solving

Problem-solving is not a flawless process as there are a number of obstacles that can interfere with our ability to solve a problem quickly and efficiently. These obstacles include:

• Assumptions: When dealing with a problem, people can make assumptions about the constraints and obstacles that prevent certain solutions. Thus, they may not even try some potential options.
• Functional fixedness : This term refers to the tendency to view problems only in their customary manner. Functional fixedness prevents people from fully seeing all of the different options that might be available to find a solution.
• Irrelevant or misleading information: When trying to solve a problem, it's important to distinguish between information that is relevant to the issue and irrelevant data that can lead to faulty solutions. The more complex the problem, the easier it is to focus on misleading or irrelevant information.
• Mental set: A mental set is a tendency to only use solutions that have worked in the past rather than looking for alternative ideas. A mental set can work as a heuristic, making it a useful problem-solving tool. However, mental sets can also lead to inflexibility, making it more difficult to find effective solutions.

How to Improve Your Problem-Solving Skills

In the end, if your goal is to become a better problem-solver, it's helpful to remember that this is a process. Thus, if you want to improve your problem-solving skills, following these steps can help lead you to your solution:

• Recognize that a problem exists . If you are facing a problem, there are generally signs. For instance, if you have a mental illness , you may experience excessive fear or sadness, mood changes, and changes in sleeping or eating habits. Recognizing these signs can help you realize that an issue exists.
• Decide to solve the problem . Make a conscious decision to solve the issue at hand. Commit to yourself that you will go through the steps necessary to find a solution.
• Seek to fully understand the issue . Analyze the problem you face, looking at it from all sides. If your problem is relationship-related, for instance, ask yourself how the other person may be interpreting the issue. You might also consider how your actions might be contributing to the situation.
• Research potential options . Using the problem-solving strategies mentioned, research potential solutions. Make a list of options, then consider each one individually. What are some pros and cons of taking the available routes? What would you need to do to make them happen?
• Take action . Select the best solution possible and take action. Action is one of the steps required for change . So, go through the motions needed to resolve the issue.
• Try another option, if needed . If the solution you chose didn't work, don't give up. Either go through the problem-solving process again or simply try another option.

You can find a way to solve your problems as long as you keep working toward this goal—even if the best solution is simply to let go because no other good solution exists.

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

Problem-solving skills and how to improve them (with examples)

What’s life without its challenges? All of us will at some point encounter professional and personal hurdles. That might mean resolving a conflict with coworkers or making a big life decision. With effective problem solving skills, you’ll find tricky situations easier to navigate, and welcome challenges as opportunities to learn, grow and thrive. 

In this guide, we dive into the importance of problem solving skills and look at examples that show how relevant they are to different areas of your life. We cover how to find creative solutions and implement them, as well as ways to refine your skills in communication and critical thinking. Ready to start solving problems? Read on.

What is problem solving? 

Before we cover strategies for improving problem solving skills, it’s important to first have a clear understanding of the problem solving process. Here are the steps in solving a problem:

• Recognise the issue you are facing 
• Take a look at all the information to gain insights
• Come up with solutions
• Look at the pros and cons of each solution and how it might play out
• Plan, organise and implement your solution
• Continuously assess the effectiveness of the solution and make adjustments as needed

Problem solving skills

There’s more to problem solving than coming up with a quick fix. Effective problem solving requires wide range of skills and abilities, such as:

• Critical thinking: the ability to think logically, analyse information and look at situations from different perspectives.
• Creativity: being able to come up with innovative, out-of-the-box solutions.
• Decision-making:  making informed choices by considering all the available information.
• Communication:  being able to express ideas clearly and effectively.
• Analytical skills: breaking down complex problems into smaller parts and examining each one.
• Time management:  allocating time and resources effectively to address problems.
• Adaptability: being open to change and willing to adjust strategies.
• Conflict resolution:  skillfully managing conflicts and finding solutions that work for all.

Examples of problem solving skills

Problem solving skills in the workplace are invaluable, whether you need them for managing a team, dealing with clients or juggling deadlines. To get a better understanding of how you might use these skills in real-life scenarios, here are some problem solving examples that are common in the workplace.

• Analytical thinking

Analytical thinking is something that comes naturally to some, while others have to work a little harder. It involves being able to look at problem solving from a logical perspective, breaking down the issues into manageable parts. 

Example scenarios of analytical thinking

Quality control: in a manufacturing facility, analytical thinking helps identify the causes of product defects in order to pinpoint solutions.

Market research: marketing teams rely on analytical thinking to examine consumer data, identify market trends and make informed decisions on ad campaigns.

• Critical thinking

Critical thinkers are able to approach problems objectively, looking at different viewpoints without rushing to a decision. Critical thinking is an important aspect of problem solving, helping to uncover biases and assumptions and weigh up the quality of the information before making any decisions. 

Example scenarios of critical thinking

• Strategic planning:  in the boardroom, critical thinking is important for assessing economic trends, competitor threats and more. It guides leaders in making informed decisions about long-term company goals and growth strategies.
• Conflict resolution: HR professionals often use critical thinking when dealing with workplace conflicts. They objectively analyse the issues at hand and find an appropriate solution.

Decision-making

Making decisions is often the hardest part of problem solving. How do you know which solution is the right one? It involves evaluating information, considering potential outcomes and choosing the most suitable option. Effective problem solving relies on making well-informed decisions.

Example scenarios of decision-making

• Budget allocation: financial managers must decide how to allocate resources to various projects or departments. 
• Negotiation:  salespeople and procurement professionals negotiate terms, pricing and agreements with clients, suppliers and partners.

Research skills

Research skills are pivotal when it comes to problem solving, to ensure you have all the information you need to make an informed decision. These skills involve searching for relevant data, critically evaluating information sources, and drawing meaningful conclusions. 

Example scenarios of research skills

• Product development: a tech startup uses research skills to conduct market research to identify gaps and opportunities in the market. 
• Employee engagement:  an HR manager uses research skills to conduct employee surveys and focus groups.

A little creative flair goes a long way. By thinking outside the box, you can approach problems from different angles. Creative thinking involves combining existing knowledge, experiences and perspectives in new and innovative ways to come up with inventive solutions. 

Example scenarios of creativity

• Cost reduction: creative problem solvers within a manufacturing company might look at new ways to reduce production costs by using waste materials.
• Customer experience: a retail chain might look at implementing interactive displays and engaging store layouts to increase customer satisfaction and sales.

Collaboration

It’s not always easy to work with other people, but collaboration is a key element in problem solving, allowing you to make use of different perspectives and areas of expertise to find solutions.

Example scenarios

• Healthcare diagnosis: in a hospital setting, medical professionals collaborate to diagnose complex medical cases.
• Project management: project managers coordinate efforts, allocate resources and address issues that may arise during a project's lifecycle.

Conflict Resolution

Being able to mediate conflicts is a great skill to have. It involves facilitating open communication, understanding different perspectives and finding solutions that work for everyone. Conflict resolution is essential for managing any differences in opinion that arise.

Example scenarios of conflict resolution

• Client dispute: a customer might be dissatisfied with a product or service and demand a refund. The customer service representative addresses the issue through active listening and negotiation to reach a solution.
• Project delay: a project manager might face resistance from team members about a change in project scope and will need to find a middle ground before the project can continue.

Risk management

Risk management is essential across many workplaces. It involves analysing potential threats and opportunities, evaluating their impact and implementing strategies to minimise negative consequences. Risk management is closely tied to problem solving, as it addresses potential obstacles and challenges that may arise during the problem solving process.

Example scenarios of risk management

• Project risk management: in a construction project, risk management involves identifying potential delays, cost overruns and safety hazards. Risk mitigation strategies are developed, such as scheduling buffers and establishing safety protocols. 
• Financial risk management: in financial institutions, risk management assesses and manages risks associated with investments and lending.

Communication

Effective communication is a skill that will get you far in all areas of life. When it comes to problem solving, communication plays an important role in facilitating collaboration, sharing insights and ensuring that all stakeholders have the same expectations. 

Example scenarios of communication

• Customer service improvement:  in a retail environment, open communication channels result in higher customer satisfaction scores.
• Safety enhancement:  in a manufacturing facility, a robust communication strategy that includes safety briefings, incident reporting and employee training helps minimise accidents and injuries.

How to improve problem solving skills 

Ready to improve your problem solving skills? In this section we explore strategies and techniques that will give you a head start in developing better problem solving skills. 

Adopt the problem solving mindset

Developing a problem solving mindset will help you tackle challenges effectively . Start by accepting problems as opportunities for growth and learning, rather than as obstacles or setbacks. This will allow you to approach every challenge with a can-do attitude.

Patience is also essential, because it will allow you to work through the problem and its various solutions mindfully. Persistence is also important, so you can keep adapting your approach until you find the right solution.

Finally, don’t forget to ask questions. What do you need to know? What assumptions are you making? What can you learn from previous attempts? Approach problem solving as an opportunity to  acquire new skills . Stay curious, seek out solutions, explore new possibilities and remain open to different problem solving approaches.

Understand the problem

There’s no point trying to solve a problem you don’t understand. To analyse a problem effectively, you need to be able to define it. This allows you to break it down into smaller parts, making it easier to find causes and potential solutions. Start with a well-defined problem statement that is precise and specific. This will help you focus your efforts on the core issue, so you don’t waste time and resources on the wrong concerns.

Strategies for problem analysis

• Start with the problem statement and ask ‘Why?’ multiple times to dig deeper.
• Gather relevant data and information related to the problem. 
• Include those affected by the problem in the analysis process.
• Compare the current problem with similar situations or cases to gain valuable insights.
• Use simulations to explore potential outcomes of different solutions.
• Continuously gather feedback during the problem solving process. 

Develop critical thinking and creativity skills

Critical thinking and creativity are both important when it comes to looking at the problem objectively and thinking outside the box. Critical thinking encourages you to question assumptions, recognise biases and seek evidence to support your conclusions. Creative thinking allows you to look at the problem from different angles to reveal new insights and opportunities.

Enhance research and decision-making skills

Research and decision-making skills are pivotal in problem solving as they enable you to gather relevant information, analyse options and choose the best course of action. Research provides the information and data needed, and ensures that you have a comprehensive understanding of the problem and its context. Effective decision-making is about selecting the solution that best addresses the problem.

Strategies to improve research and decision-making skills

• Clearly define what you want to achieve through research.
• Use a variety of sources, including books, articles, research papers, interviews, surveys and online databases.
• Evaluate the credibility and reliability of your information sources.
• Incorporate risk assessment into your decision-making process. 
• Seek input from experts, colleagues and mentors when making important decisions. 
• After making decisions, reflect on the outcomes and lessons learned. Use this to improve your decision-making skills over time.

Strengthen collaboration skills

Being able to work with others is one of the most important skills to have at work. Collaboration skills enable everyone to work effectively as a team, share their perspectives and collectively find solutions. 

Tips for improving teamwork and collaboration

• Define people’s roles and responsibilities within the team. 
• Encourage an environment of open communication where team members feel comfortable sharing ideas.
• Practise active listening by giving full attention to others when they speak. 
• Hold regular check-in sessions to monitor progress, discuss challenges and make adjustments as needed.
• Use collaboration tools and platforms to facilitate communication and document progress. 
• Acknowledge and celebrate team achievements and milestones. 

Learn from past experiences

Once you’ve overcome a challenge, take the time to look back with a critical eye. How effective was the outcome? Could you have tweaked anything in your process? Learning from past experiences is important when it comes to problem solving. It involves reflecting on both successes and failures to gain insights, refine strategies and make more informed decisions in the future. 

Strategies for learning from past mistakes

• After completing a problem solving effort, gather your team for a debriefing session. Discuss what went well and what could have been better.
• Conduct a SWOT analysis (Strengths, Weaknesses, Opportunities, Threats) of resolved problems. 
• Evaluate the outcomes of past solutions. Did they achieve the desired results? 
• Commit to continuous learning and improvement. 

Leverage problem solving tools and resources

Problem-solving tools and resources are a great help when it comes to navigating complex challenges. These tools offer structured approaches, methodologies and resources that can streamline the process. 

Tools and resources for problem solving

• Mind mapping:  mind maps visually organise ideas, concepts and their relationships. 
• SWOT (Strengths, Weaknesses, Opportunities, Threats) Analysis:  helps in strategic planning and decision-making.
• Fishbone diagram (Ishikawa Diagram): this tool visually represents the potential root causes of a problem, helping you identify underlying factors contributing to an issue.
• Decision matrices:  these assist in evaluating options by assigning weights and scores to criteria and alternatives.
• Process flowcharts:  these allow you to see the steps of a process in sequence, helping identify where the problem is occuring.
• Decision support software:  software applications and tools, such as data analytics platforms, can help in data-driven decision-making and problem solving.
• Online courses and training: allow you to acquire new skills and knowledge.

Regular practice

Practice makes perfect! Using your skills in real life allows you to refine them, adapt to new challenges and build confidence in your problem solving capabilities. Make sure to try out these skills whenever you can.

Practical problem solving exercises 

• Do puzzles, riddles and brainteasers regularly. 
• Identify real-life challenges or dilemmas you encounter and practice applying problem solving techniques to these situations.
• Analyse case studies or scenarios relevant to your field or industry. 
• Regularly review past problem solving experiences and consider what you learned from them. 
• Attend workshops, webinars or training sessions focused on problem solving. 

How to highlight problem solving skills on a resumé

Effectively showcasing your problem solving skills on your resumé is a great way to demonstrate your ability to address challenges and add value to a workplace. We'll explore how to demonstrate problem solving skills on your resumé, so you stand out from the crowd.

Incorporating problem solving skills in the resumé summary

A resumé summary is your introduction to potential employers and provides an opportunity to succinctly showcase your skills. The resumé summary is often the first section employers read. It offers a snapshot of your qualifications and sets the tone for the rest of your resumé.

Your resumé summary should be customised for different job applications, ensuring that you highlight the specific problem solving skills relevant to the position you’re applying for.

Example 1: Project manager with a proven track record of solving complex operational challenges. Skilled in identifying root causes, developing innovative solutions and leading teams to successful project completion.

Example 2:  Detail-oriented data analyst with strong problem solving skills. Proficient in data-driven decision-making, quantitative analysis and using statistical tools to solve business problems.

Highlighting problem solving skills in the experience section

The experience section of your resumé presents the perfect opportunity to demonstrate your problem solving skills in action. 

• Start with action verbs: begin each bullet point in your job descriptions with strong action verbs such as, analysed, implemented, resolved and optimised.
• Quantify achievements: use numbers and percentages to illustrate the impact of your solutions. For example: Increased efficiency by 25% by implementing a new workflow process.
• Emphasise challenges: describe the specific challenges or problems you faced in your roles. 
• Solution-oriented language: mention the steps you took to find solutions and the outcomes achieved.

Including problem solving skills in the skills section

The skills section of your resumé should showcase your top abilities, including problem solving skills. Here are some tips for including these skills.

• Use a subsection:  within your skills section, you could create a subsection specifically dedicated to problem solving skills – especially if the role calls for these skills.
• Be specific: when listing problem solving skills, be specific about the types of role-related problems you can address. 
• Prioritise relevant skills:  tailor the list of problem solving skills to match the requirements of the job you're applying for. 

Examples of problem solving skills to include:

• Creative problem solving
• Decision making
• Root cause analysis
• Strategic problem solving
• Data-driven problem solving
• Interpersonal conflict resolution
• Adaptability
• Communication skills
• Problem solving tools
• Negotiation skills

Demonstrating problem solving skills in project sections or case studies

Including a dedicated section for projects or case studies in your resumé allows you to provide specific examples of your problem solving skills in action. It goes beyond simply listing skills, to demonstrate how you are able to apply those skills to real-world challenges.

Example – Data Analysis

Case Study: Market Expansion Strategy

• Challenge:  the company was looking to expand into new markets but lacked data on consumer preferences and market dynamics.
• Solution: conducted comprehensive market research, including surveys and competitor analysis. Applied this research to identify target customer segments and developed a data-driven market-entry strategy.
• Result:  successfully launched in two new markets, reaching our target of 30% market share within the first year.

Using problem solving skills in cover letters

A well-crafted cover letter is your first impression on any potential employer. Integrating problem solving skills can support your job application by showcasing your ability to address challenges and contribute effectively to their team. Here’s a quick run-down on what to include:

• Begin your cover letter by briefly mentioning the position you're applying for and your enthusiasm for it.
• Identify a specific challenge or issue that the company may be facing, to demonstrate your research and understanding of their needs.
• Include a brief story or scenario from your past experiences where you successfully applied problem solving skills to address a similar challenge. 
• Highlight the positive outcomes or results achieved through your problem solving efforts. 
• Explain how your skills make you the ideal person to address their specific challenges.

Problem solving skills are essential in all areas of life, enabling you to overcome challenges, make informed decisions, settle conflicts and drive innovation. We've explored the significance of problem solving skills and how to improve, demonstrate and leverage them effectively. It’s an ever-evolving skill set that can be refined over time. 

By actively incorporating problem solving skills into your day-to-day, you can become a more effective problem solver at work and in your personal life as well.

What are some common problem solving techniques?

Common problem solving techniques include brainstorming, root cause analysis, SWOT analysis, decision matrices, the scientific method and the PDCA (Plan-Do-Check-Act) cycle. These techniques offer structured approaches to identify, analyse and address problems effectively.

How can I improve my critical thinking skills?

Improving critical thinking involves practising skills such as analysis, evaluation and problem solving. It helps to engage in activities like reading, solving puzzles, debating and self-reflection.

What are some common obstacles to problem solving?

Common obstacles to problem solving include biases, lack of information or resources, and resistance to change. Recognising and addressing these obstacles is essential for effective problem solving.

How can I overcome resistance to change when implementing a solution?

To overcome resistance to change, it's essential to communicate the benefits of the proposed solution clearly, involve stakeholders in the decision-making process, address concerns and monitor the implementation's progress to demonstrate its effectiveness.

How can problem solving skills benefit my career?

Problem solving skills are highly valuable in a career as they enable you to navigate challenges, make informed decisions, adapt to change and contribute to innovation and efficiency. These skills enhance your professional effectiveness and can lead to career advancement and increased job satisfaction.

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9 Creative Problem Solving Examples to Solve Real Interview Questions

Jane Ng • 11 January, 2024 • 11 min read

Are you preparing for an interview where you'll need to demonstrate your creative problem solving skills? Being able to think on your feet and discuss real examples of innovative issue resolution is a key strength many employers seek.

To get a deeper understanding of this skill and prepare for related interview questions, let's dive into creative problem solving examples in today's post.

From questions about approaching challenges in a methodical way to those asking you to describe an unconventional solution you proposed, we'll cover a range of common problem solving-focused interview topics.

Table of Contents

What is creative problem solving, benefits of having creative problem solving skills, #1. how do you approach a new problem or challenge , #2. what radical new or different ways to approach a challenge, #3. can you give an example of a time when you came up with a creative solution to a problem, #4. can you recall a time you successfully managed a crisis, #5. can you name three common barriers to creativity and how you overcome each of them, #6. have you ever had to solve a problem but didn't have all the necessary information about it before and what have you done, #7. what do you do when it seems impossible to find the right solution to a problem, #8. how do you know when to deal with the problem yourself or ask for help , #9. how do you stay creative, tips to improve your creative problem solving skills, final thoughts, frequently asked questions, more tips with ahaslides.

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As the name implies, Creative Problem Solving is a process of creating unique and innovative solutions to problems or challenges. It requires coming up with out-of-the-box ideas instead of the traditional way of doing things. It involves a combination of thinking differently, figuring out what's best, seeing things from different angles, and seizing new opportunities or generating ideas.

And remember, the goal of creative problem solving is to find practical, effective, and unique solutions that go beyond conventional (and sometimes risky, of course).

Need more creative problem solving examples? Continue reading!

As a candidate, having creative problem solving skills can bring several benefits, including:

• Increase employability: Employers are looking for individuals who aren't stuck in a rut but can think critically, solve problems, and come up with creative solutions—things that work more efficiently, and save more time and effort. Showing off your skills can make you a more attractive candidate and increase your chances of getting hired.
• Improve decision-making: They help you to approach problems from different angles and make better decisions.
• Increase adaptability : The ability to find creative solutions can help you adapt to change and tackle new challenges effectively.
• Improve performance: Solving problems in innovative ways can lead to increased productivity, performance, and efficiency.

In the explosive growth of generative AI world, it's considered one of the most important soft skills for employees. Head to the next part to see problem solving interview questions with answers👇

9 Creative Problem Solving Interview Questions and Answers

Here are some creative problem solving examples of interview questions, along with sample answers:

This is the time when you should show the interviewer your way of doing, your way of thinking. 

Example answer: "I start by gathering information and understanding the problem thoroughly. I then brainstorm potential solutions and consider which ones have the most potential. I also think about the potential risks and benefits of each solution. From there, I select the best solution and create a plan of action to implement it. I continuously evaluate the situation and make adjustments as needed until the problem is solved."

This question is a harder version of the previous one. It requires innovative and unique solutions to a challenge. The interviewer wants to see if you can have different approaches to problem-solving. It's important to remember that not necessarily giving the best answer but showing your ability to think creatively and generate new ideas.

Example answer: "A completely different way to approach this challenge could be to collaborate with a company or organization outside of our industry. This could provide a fresh perspective and ideas. Another approach might be to involve employees from different departments in the problem-solving process, which can lead to cross-functional solutions and bring in a wide range of ideas and perspectives and more diverse points."

The interviewer needs more concrete proof or examples of your creative problem-solving skills. So answer the question as specifically as possible, and show them specific metrics if available.

Sample answer: "I'm running a marketing campaign, and we're having a hard time engaging with a certain target audience. I was thinking about this from a different perspective and came up with an idea. The idea was to create a series of interactive events so that the customers could experience our products uniquely and in a fun way. The campaign was a huge success and exceeded its goals in terms of engagement and sales."

Interviewers want to see how you handle high-pressure situations and solve problems effectively.

Example answer: "When I was working on a project, and one of the key members of the team was suddenly unavailable because of an emergency. This put the project at risk of being delayed. I quickly assessed the situation and made a plan to reassign tasks to other team members. I also communicated effectively with the client to ensure they were aware of the situation and that we were still on track to meet our deadline. Through effective crisis management, we were able to complete the project tasks on time and without any major hitches."

This is how the interviewer gauges your perspective and sets you apart from other candidates.

Example answer:   "Yes, I can identify three common barriers to creativity in problem solving. First, the fear of failure can prevent individuals from taking risks and trying new ideas. I overcome this by accepting failure as a learning opportunity and encouraging myself to experiment with new ideas.

Second, limited resources such as time and finances can reduce creativity. I overcome this by prioritizing problem-solving in my schedule and finding the best cost-effective tools and methods. Lastly, a lack of inspiration can hinder creativity. To overcome this, I expose myself to new experiences and environments, try new hobbies, travel, and surround myself with people with different perspectives. I also read about new ideas and tools, and keep a journal to record my thoughts and ideas."

Having to deal with a "sudden" problem is a common situation you will encounter in any work environment. Employers want to know how you deal with this inconvenience reasonably and effectively.

Example answer:   " In such cases, I proactively reach out and gather information from different sources to better understand the situation. I talk to stakeholders, research online, and use my experience and knowledge to fill in any gaps. I also asked clarifying questions about the problem and what information was missing. This allows me to form a holistic view of the problem and work towards finding a solution, even when complete information is not available."

Employers are looking for candidates problem solving, creativity, and critical thinking skills. The candidate's answers can also reveal their problem-solving strategies, thinking ability, and resilience in the face of challenges.

Example answer:   "When I have to face a problem that I can't seem to solve, I take a multi-step approach to overcome this challenge. Firstly, I try to reframe the problem by looking at it from a different angle, which can often lead to new ideas and insights. Secondly, I reach out to my colleagues, mentors, or experts in the field for their perspectives and advice. Collaborating and brainstorming with others can result in new solutions.

Thirdly, I take a break, by stepping away from it and doing something completely different to clear my mind and gain a new perspective. Fourthly, I revisit the problem with a fresh mind and renewed focus. Fifthly, I consider alternative solutions or approaches, trying to keep an open mind and explore unconventional options. Finally, I refine the solution and test it to guarantee it meets the requirements and effectively solves the problem. This process allows me to find creative and innovative solutions, even when the problem seems difficult to solve."

In this question, the interviewer wants to get a clearer picture of your ability to assess situations, be flexible when solving problems, and make sure you can work independently as well as in a team.

Example answer: "I would assess the situation and determine if I have the skills, knowledge, and resources needed to solve the problem effectively. If the problem is complex and beyond my ability, I will seek help from a colleague or supervisor. However, if I can afford it and deal with the problem effectively, I'll take it on and handle it myself. However, my ultimate goal is still to find the best solution to the problem on time. "

If you're working in creative fields, a lot of interviewer will ask this question since it's a common problem to have "creative block" among working professionals. They would therefore want to know different methods you had done to go back to the flow.

Example answer: "I immerse myself in broad subjects to spark new connections. I read widely, observe different industries, and expose myself to art/music for perspective. I also brainstorm regularly with diverse groups because other viewpoints fuel my creativity. And I maintain a record of ideas—even far-fetched ones—because you never know where innovations may lead. An eclectic approach helps me solve problems in novel yet practical ways."

Here are some tips to help your creative problem-solving skills:

• Practice active listening and observation: Pay attention to the details around you and actively listen to what others are saying.
• Broaden your perspective: Seek out new experiences and information that can expand your thinking and help you approach problems from new angles.
• Teamwork: Working with others can lead to diverse perspectives and help you generate more creative solutions.
• Stay curious: Keep asking questions to maintain a curious and open-minded attitude.
• Use visualization and mind mapping: These tools can help you see problems in a new light and think about potential solutions in a more organized manner.
• Take care of mental health: Taking breaks and engaging in relaxing activities can help you stay refreshed and avoid burnout.
• Embrace failure: Don't be afraid to try new ways and experiment with different solutions, even if they don't work out.

Hopefully, this article has provided helpful creative problem solving examples and prepared you well to score points with the recruiters. If you want to improve your's creative problem-solving skills, it's important to embrace a growth mindset, accept failure, think creatively, and collaborate with others.

And don't forget to be creative with AhaSlides public templates library !

What is a good example of problem-solving for interview?

When you answer the interviewer's question, make sure to use this approach: clearly defining the problem, gathering relevant data, analyzing causes, proposing a creative solution, tracking impacts, and quantifying the results.

What is a creative approach to problem solving?

Defer judgment. When brainstorming ideas, don't immediately dismiss any suggestions no matter how strange they may seem. Wild ideas can sometimes lead to breakthrough solutions.

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7 Problem Solving Skills That Aren’t Just Buzzwords (+ Resume Example)

• Júlia Mlčúchova , 
• Updated April 8, 2024 9 min read

Problem-solving skills are something everybody should include on their resume, yet only a few seem to understand what these skills actually are. If you've always felt that the term "problem-solving skills" is rather vague and wanted to know more, you've come to the right place.

In this article, we're going to explain what problem-solving skills really mean. We'll talk about what makes up good problem-solving skills and give you tips on how to get better at them. You'll also find out how to make your problem-solving abilities look more impressive to those who might want to hire you.

Sounds good, right? Curious to learn more? 

In this article we’ll show you:

• What are problem solving skills;
• Why are they important; 
• Specific problem solving skills examples;
• How to develop your problem solving skills;
• And, how to showcase them on your resume.

Table of Contents

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What are problem solving skills?

Why are problem solving skills important, the best 7 problem solving skills examples, how to develop problem solving skills, problem solving skills resume example, key takeaways: problem solving skills.

First of all, they're more than just a buzzword!

Problem-solving skills are a set of specific abilities that allow you to deal with unexpected situations in the workplace, whether it be job related or team related. 

It's a complex process that involves several “sub skills” or “sub steps,” namely:

• Recognizing and identifying the issue at hand.
• Breaking the problem down into smaller parts and analyzing how they relate to one another. 
• Creating potential solutions to the problem, evaluating them and picking the best one.  
• Applying the chosen solution and assessing its outcome. 
• Learning from the whole process to deal with future problems more effectively. 

As you can see, it's not just about solving problems that are right in front of us, but also about predicting potential issues and being prepared to deal with them before they arise.  

Despite what you may believe, problem-solving skills aren't just for managers . 

Think about it this way: Why do employers hire employees in the first place? To solve problems for them!

And, as we all know, problems don't discriminate. In other words, it doesn't matter whether you're just an intern, an entry-level professional, or a seasoned veteran, you'll constantly face some kind of challenges. And the only difference is in how complex they will get.

This is also reflected in the way employers assess suitability of potential job candidates. 

In fact, research shows that the ability to deal with unexpected complications is prioritized by an overwhelming 60% of employers across all industries, making it one of the most compelling skills on your resume.

So, regardless of your job description or your career level, you're always expected to find solutions for problems, either independently or as a part of a team. 

And that's precisely what makes problem-solving skills so invaluable and universal ! 

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As we've said before, problem-solving isn't really just one single skill. 

Instead, your ability to handle workplace issues with composure depends on several different “sub-skills”. 

So, which specific skills make an employee desirable even for the most demanding of recruiters? 

In no particular order, you should focus on these 7 skills : 

• Analytical skills
• Research skills
• Critical thinking 
• Decision-making
• Collaboration
• Having a growth mindset

Let's have a look at each of them in greater detail!

#1 Analytical skills

Firstly, to truly understand complex problems, you need to break them down into more manageable parts . Then, you observe them closely and ask yourself: “ Which parts work and which don't,” How do these parts contribute to the problem as a whole,” and "What exactly needs to be fixed?” In other words, you gather data , you study it, and compare it - all to pinpoint the cause of the issue as closely as possible.

#2 Research skills

Another priceless tool is your research skills (sometimes relying on just one source of information isn't enough). Besides, to make a truly informed decision , you'll have to dig a little deeper. Being a good researcher means looking for potential solutions to a problem in a wider context. For example: going through team reports, customer feedback, quarterly sales or current market trends.  

#3 Critical thinking

Every employer wants to hire people who can think critically. Yet, the ability to evaluate situations objectively and from different perspectives , is actually pretty hard to come by. But as long as you stay open-minded, inquisitive, and with a healthy dose of skepticism, you'll be able to assess situations based on facts and evidence more successfully. Plus, critical thinking comes in especially handy when you need to examine your own actions and processes. 

 #4 Creativity

Instead of following the old established processes that don't work anymore, you should feel comfortable thinking outside the box. The thing is, problems have a nasty habit of popping up unexpectedly and rapidly. And sometimes, you have to get creative in order to solve them fast. Especially those that have no precedence. But this requires a blend of intuition, industry knowledge, and quick thinking - a truly rare combination. 

#5 Decision-making

The analysis, research, and brainstorming are done. Now, you need to look at the possible solutions, and make the final decision (informed, of course). And not only that, you also have to stand by it ! Because once the train gets moving, there's no room for second guessing. Also, keep in mind that you need to be prepared to take responsibility for all decisions you make. That's no small feat! 

#6 Collaboration

Not every problem you encounter can be solved by yourself alone. And this is especially true when it comes to complex projects. So, being able to actively listen to your colleagues, take their ideas into account, and being respectful of their opinions enables you to solve problems together. Because every individual can offer a unique perspective and skill set. Yes, democracy is hard, but at the end of the day, it's teamwork that makes the corporate world go round. 

#7 Having a growth mindset

Let's be honest, no one wants their work to be riddled with problems. But facing constant challenges and changes is inevitable. And that can be scary! However, when you're able to see these situations as opportunities to grow instead of issues that hold you back, your problem solving skills reach new heights. And the employers know that too!

Now that we've shown you the value problem-solving skills can add to your resume, let's ask the all-important question: “How can I learn them?”

Well…you can't. At least not in the traditional sense of the word. 

Let us explain: Since problem-solving skills fall under the umbrella of soft skills , they can't be taught through formal education, unlike computer skills for example. There's no university course that you can take and graduate as a professional problem solver. 

But, just like other interpersonal skills, they can be nurtured and refined over time through practice and experience. 

Unfortunately, there's no one-size-fits-all approach, but the following tips can offer you inspiration on how to improve your problem solving skills:

• Cultivate a growth mindset. Remember what we've said before? Your attitude towards obstacles is the first step to unlocking your problem-solving potential. 
• Gain further knowledge in your specialized field. Secondly, it's a good idea to delve a little deeper into your chosen profession. Because the more you read on a subject, the easier it becomes to spot certain patterns and relations.  
• Start with small steps. Don't attack the big questions straight away — you'll only set yourself up for failure. Instead, start with more straightforward tasks and work your way up to more complex problems. 
• Break problems down into more digestible pieces. Complex issues are made up of smaller problems. And those can be further divided into even smaller problems, and so on. Until you're left with only the basics. 
• Don't settle for a single solution. Instead, keep on exploring other possible answers.
• Accept failure as a part of the learning process. Finally, don't let your failures discourage you. After all, you're bound to misstep a couple of times before you find your footing. Just keep on practicing. 

How to improve problem solving skills with online courses

While it’s true that formal education won’t turn you into a master problem solver, you can still hone your skills with courses and certifications offered by online learning platforms :

• Analytical skills. You can sharpen your analytical skills with Data Analytics Basics for Everyone from IBM provided by edX (Free); or Decision Making and Analytical Thinking: Fortune 500 provided by Udemy (＄21,74).
• Creativity. And, to unlock your inner creative mind, you can try Creative Thinking: Techniques and Tools for Success from the Imperial College London provided by Coursera (Free).
• Critical thinking. Try Introduction to Logic and Critical Thinking Specialization from Duke University provided by Coursera (Free); or Logical and Critical Thinking offered by The University of Auckland via FutureLearn.  
• Decision-making. Or, you can learn how to become more confident when it's time to make a decision with Decision-Making Strategies and Executive Decision-Making both offered by LinkedIn Learning (1 month free trial).
• Communication skills . Lastly, to improve your collaborative skills, check out Communicating for Influence and Impact online at University of Cambridge. 

The fact that everybody and their grandmothers put “ problem-solving skills ” on their CVs has turned the phrase into a cliche. 

But there's a way to incorporate these skills into your resume without sounding pretentious and empty. Below, we've prepared a mock-up resume that manages to do just that.

FYI, if you like this design, you can use the template to create your very own resume. Just click the red button and fill in your information (or let the AI do it for you).

Problem solving skills on resume example

This resume was written by our experienced resume writers specifically for this profession.

Why this example works?

• Firstly, the job description itself is neatly organized into bullet points .  
• Instead of simply listing soft skills in a skills section , you can incorporate them into the description of your work experience entry.  
• Also, the language here isn't vague . This resume puts each problem-solving skill into a real-life context by detailing specific situations and obstacles. 
• And, to highlight the impact of each skill on your previous job position, we recommend quantifying your results whenever possible. 
• Finally, starting each bullet point with an action verb (in bold) makes you look more dynamic and proactive.

To sum it all up, problem-solving skills continue gaining popularity among employers and employees alike. And for a good reason!

Because of them, you can overcome any obstacles that stand in the way of your professional life more efficiently and systematically. 

In essence, problem-solving skills refer to the ability to recognize a challenge, identify its root cause, think of possible solutions , and then implement the most effective one. 

Believing that these skills are all the same would be a serious misconception. In reality, this term encompasses a variety of different abilities , including:

In short, understanding, developing, and showcasing these skills, can greatly boost your chances at getting noticed by the hiring managers. So, don't hesitate and start working on your problem-solving skills right now!

Julia has recently joined Kickresume as a career writer. From helping people with their English to get admitted to the uni of their dreams to advising them on how to succeed in the job market. It would seem that her career is on a steadfast trajectory. Julia holds a degree in Anglophone studies from Metropolitan University in Prague, where she also resides. Apart from creative writing and languages, she takes a keen interest in literature and theatre.

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What Are Problem-Solving Skills? Definition and Examples

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Why do employers hire employees? To help them solve problems. Whether you’re a financial analyst deciding where to invest your firm’s money, or a marketer trying to figure out which channel to direct your efforts, companies hire people to help them find solutions. Problem-solving is an essential and marketable soft skill in the workplace. 

So, how can you improve your problem-solving and show employers you have this valuable skill? In this guide, we’ll cover:

Problem-Solving Skills Definition

Why are problem-solving skills important, problem-solving skills examples, how to include problem-solving skills in a job application, how to improve problem-solving skills, problem-solving: the bottom line.

Problem-solving skills are the ability to identify problems, brainstorm and analyze answers, and implement the best solutions. An employee with good problem-solving skills is both a self-starter and a collaborative teammate; they are proactive in understanding the root of a problem and work with others to consider a wide range of solutions before deciding how to move forward. 

Examples of using problem-solving skills in the workplace include:

• Researching patterns to understand why revenue decreased last quarter
• Experimenting with a new marketing channel to increase website sign-ups
• Brainstorming content types to share with potential customers
• Testing calls to action to see which ones drive the most product sales
• Implementing a new workflow to automate a team process and increase productivity

Problem-solving skills are the most sought-after soft skill of 2022. In fact, 86% of employers look for problem-solving skills on student resumes, according to the National Association of Colleges and Employers Job Outlook 2022 survey . 

It’s unsurprising why employers are looking for this skill: companies will always need people to help them find solutions to their problems. Someone proactive and successful at problem-solving is valuable to any team.

“Employers are looking for employees who can make decisions independently, especially with the prevalence of remote/hybrid work and the need to communicate asynchronously,” Eric Mochnacz, senior HR consultant at Red Clover, says. “Employers want to see individuals who can make well-informed decisions that mitigate risk, and they can do so without suffering from analysis paralysis.”

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Problem-solving includes three main parts: identifying the problem, analyzing possible solutions, and deciding on the best course of action.

>>MORE: Discover the right career for you based on your skills with a career aptitude test .

Research is the first step of problem-solving because it helps you understand the context of a problem. Researching a problem enables you to learn why the problem is happening. For example, is revenue down because of a new sales tactic? Or because of seasonality? Is there a problem with who the sales team is reaching out to? 

Research broadens your scope to all possible reasons why the problem could be happening. Then once you figure it out, it helps you narrow your scope to start solving it. 

Analysis is the next step of problem-solving. Now that you’ve identified the problem, analytical skills help you look at what potential solutions there might be.

“The goal of analysis isn’t to solve a problem, actually — it’s to better understand it because that’s where the real solution will be found,” Gretchen Skalka, owner of Career Insights Consulting, says. “Looking at a problem through the lens of impartiality is the only way to get a true understanding of it from all angles.”

Decision-Making

Once you’ve figured out where the problem is coming from and what solutions are, it’s time to decide on the best way to go forth. Decision-making skills help you determine what resources are available, what a feasible action plan entails, and what solution is likely to lead to success.

On a Resume

Employers looking for problem-solving skills might include the word “problem-solving” or other synonyms like “ critical thinking ” or “analytical skills” in the job description.

“I would add ‘buzzwords’ you can find from the job descriptions or LinkedIn endorsements section to filter into your resume to comply with the ATS,” Matthew Warzel, CPRW resume writer, advises. Warzel recommends including these skills on your resume but warns to “leave the soft skills as adjectives in the summary section. That is the only place soft skills should be mentioned.”

On the other hand, you can list hard skills separately in a skills section on your resume .

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In a Cover Letter or an Interview

Explaining your problem-solving skills in an interview can seem daunting. You’re required to expand on your process — how you identified a problem, analyzed potential solutions, and made a choice. As long as you can explain your approach, it’s okay if that solution didn’t come from a professional work experience.

“Young professionals shortchange themselves by thinking only paid-for solutions matter to employers,” Skalka says. “People at the genesis of their careers don’t have a wealth of professional experience to pull from, but they do have relevant experience to share.”

Aaron Case, career counselor and CPRW at Resume Genius, agrees and encourages early professionals to share this skill. “If you don’t have any relevant work experience yet, you can still highlight your problem-solving skills in your cover letter,” he says. “Just showcase examples of problems you solved while completing your degree, working at internships, or volunteering. You can even pull examples from completely unrelated part-time jobs, as long as you make it clear how your problem-solving ability transfers to your new line of work.”

Learn How to Identify Problems

Problem-solving doesn’t just require finding solutions to problems that are already there. It’s also about being proactive when something isn’t working as you hoped it would. Practice questioning and getting curious about processes and activities in your everyday life. What could you improve? What would you do if you had more resources for this process? If you had fewer? Challenge yourself to challenge the world around you.

Think Digitally

“Employers in the modern workplace value digital problem-solving skills, like being able to find a technology solution to a traditional issue,” Case says. “For example, when I first started working as a marketing writer, my department didn’t have the budget to hire a professional voice actor for marketing video voiceovers. But I found a perfect solution to the problem with an AI voiceover service that cost a fraction of the price of an actor.”

Being comfortable with new technology — even ones you haven’t used before — is a valuable skill in an increasingly hybrid and remote world. Don’t be afraid to research new and innovative technologies to help automate processes or find a more efficient technological solution.

Collaborate

Problem-solving isn’t done in a silo, and it shouldn’t be. Use your collaboration skills to gather multiple perspectives, help eliminate bias, and listen to alternative solutions. Ask others where they think the problem is coming from and what solutions would help them with your workflow. From there, try to compromise on a solution that can benefit everyone.

If we’ve learned anything from the past few years, it’s that the world of work is constantly changing — which means it’s crucial to know how to adapt . Be comfortable narrowing down a solution, then changing your direction when a colleague provides a new piece of information. Challenge yourself to get out of your comfort zone, whether with your personal routine or trying a new system at work.

Put Yourself in the Middle of Tough Moments

Just like adapting requires you to challenge your routine and tradition, good problem-solving requires you to put yourself in challenging situations — especially ones where you don’t have relevant experience or expertise to find a solution. Because you won’t know how to tackle the problem, you’ll learn new problem-solving skills and how to navigate new challenges. Ask your manager or a peer if you can help them work on a complicated problem, and be proactive about asking them questions along the way.

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Companies always need people to help them find solutions — especially proactive employees who have practical analytical skills and can collaborate to decide the best way to move forward. Whether or not you have experience solving problems in a professional workplace, illustrate your problem-solving skills by describing your research, analysis, and decision-making process — and make it clear that you’re the solution to the employer’s current problems. 

Image Credit: Christina Morillo / Pexels 

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Tackling Workplace Challenges: How to Improve Your Problem-Solving Skills

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Picture this: you’re in the middle of your workday, and suddenly, a problem arises. Maybe it’s a miscommunication between team members, a tight deadline that’s getting closer, or an unhappy customer you need to appease.

Sounds familiar, doesn’t it?

The thing is, facing challenges at work is pretty much inevitable. But what sets successful professionals apart is their knack for tackling these issues head-on with a problem-solving mindset.

You see, being a great problem solver is a game-changer in any work environment. It helps us navigate through obstacles, come up with creative solutions, and turn potential setbacks into opportunities for growth.

In this article, we will dive into some common workplace problems and explore real-life examples of problem-solving scenarios.

We’ll also share practical solutions and strategies that you can use to tackle these challenges, ultimately empowering you to become a more effective problem solver and team player.

Common Workplace Problems Businesses Experience

Before we dive into the nitty-gritty of problem-solving scenarios, let’s take a quick look at some of the most common workplace problems that almost every professional encounters at some point in their career.

By understanding these challenges, we’ll be better equipped to recognize and address them effectively.

Communication breakdowns

Miscommunications and misunderstandings can happen to the best of us. With team members working together, sometimes remotely or across different time zones, it’s not surprising that communication breakdowns can occur. These issues can lead to confusion, missed deadlines, and even strained relationships within the team if left unaddressed.

Some examples of communication breakdowns include:

• Unclear instructions
• Lack of updates on project progress
• Messages lost in a sea of emails

Fostering open communication channels and utilizing collaboration tools can help teams stay connected and informed.

Conflicting priorities and resource allocation

With limited resources and multiple projects competing for attention, it can be challenging to determine which tasks should take precedence. Juggling conflicting priorities and allocating resources efficiently is a common workplace problem that can result in decreased productivity and increased stress if not managed properly.

For example, two high-priority projects might be scheduled simultaneously, leaving team members stretched thin and struggling to meet deadlines. Developing a clear project prioritization framework and regularly reviewing priorities can help teams stay focused and manage their resources effectively.

Employee performance issues

It’s not unusual for team members to face performance-related challenges occasionally. Employee performance issues can affect team productivity and morale, whether it’s due to a lack of skills, motivation, or other factors. Identifying and addressing these concerns early on is crucial for maintaining a high-performing and engaged team.

For instance, employees may struggle to keep up with their workload due to a skills gap or personal issues. Providing coaching, training, and support can help employees overcome performance challenges and contribute positively to the team’s success.

Customer satisfaction challenges

Meeting customer expectations and delivering exceptional service are goals for most organizations. However, addressing customer satisfaction challenges can be tricky, especially when dealing with diverse customer needs, tight deadlines, or limited resources.

Ensuring a customer-centric approach to problem-solving can help overcome these obstacles and keep your customers happy.

For example, a product might not meet customer expectations, resulting in negative feedback and returns. By actively listening to customer concerns, involving them in the solution process, and implementing improvements, organizations can turn customer dissatisfaction into opportunities for growth and enhanced customer loyalty.

Adapting to change

Change is inevitable in the modern workplace, whether due to new technology, evolving market conditions, or organizational restructuring. Adapting to change can be difficult for some team members, leading to resistance or fear of the unknown.

Embracing a flexible mindset and developing strategies to cope with change is essential for maintaining a productive and resilient work environment.

For instance, a company might introduce new software that requires employees to learn new skills, causing anxiety and frustration. By providing training, resources, and support, leaders can help team members adapt to change more effectively and even become champions of new initiatives.

How to Identify Workplace Problems

A problem-free workplace doesn’t exist.

Even if you run a well-oiled machine with many happy employees, it’s still a good idea to proactively search for any problems.

The earlier you can get ahead of issues, the easier it will be to put things right and avoid any breakdowns in productivity. Here’s how you can go about that:

Recognizing the Signs of Potential Issues

Before diving into problem-solving strategies, it’s essential first to identify the workplace problems that need attention.

Look out for signs that could indicate potential issues, such as decreased productivity and efficiency, increased employee turnover or dissatisfaction, frequent miscommunications, and conflicts, or declining customer satisfaction and recurring complaints. These red flags might signal underlying problems that require your attention and resolution.

Proactive Problem Identification Strategies

To stay ahead of potential issues, it’s crucial to adopt a proactive approach to problem identification. Open communication channels with your team members and encourage them to share their concerns, ideas, and feedback.

Regular performance reviews and feedback sessions can also help identify areas for improvement or potential problems before they escalate.

Fostering a culture of transparency and trust within the organization makes it easier for employees to voice their concerns without fear of retribution. Additionally, utilizing data-driven analysis and performance metrics can help you spot trends or anomalies that may indicate underlying problems.

Seeking Input from Various Sources

When identifying workplace problems, gathering input from various sources is crucial to ensure you’re getting a comprehensive and accurate picture of the situation. Employee surveys and suggestion boxes can provide valuable insights into potential issues.

At the same time, team meetings and brainstorming sessions can stimulate open discussions and creative problem-solving.

Cross-departmental collaboration is another effective way to identify potential problems, enabling different teams to share their perspectives and experiences. In some cases, it might be helpful to seek external expert consultations or benchmark against industry standards to gain a broader understanding of potential issues and identify best practices for resolving them.

Problem-Solving Scenario Examples and Solutions

Let’s dive into some real-life problem-solving scenarios, exploring the challenges and their practical solutions. We’ll discuss communication issues, conflicting priorities, employee performance, customer satisfaction, and managing change.

Remember, every situation is unique; these examples are just a starting point to inspire your problem-solving process.

Scenario 1: Resolving communication issues within a team

• Identifying the root causes: Let’s say your team has been missing deadlines and experiencing confusion due to poor communication. The first step is identifying the root causes, such as ineffective communication tools, unclear instructions, or a lack of regular updates.
• Implementing effective communication strategies: Implement strategies to improve communication. For example, consider adopting collaboration tools like Slack or Microsoft Teams to streamline communication, establish clear channels for updates, and create guidelines for concise and transparent instructions.
• Encouraging a culture of openness and feedback: Cultivate a team culture that values openness and feedback. Encourage team members to voice concerns, ask questions, and share ideas. Regularly hold check-ins and retrospectives to discuss communication challenges and opportunities for improvement.

Scenario 2: Balancing conflicting priorities and resource constraints

• Evaluating project requirements and resources: In this scenario, you’re juggling two high-priority projects with limited resources. Start by evaluating each project’s requirements, resources, and potential impact on the organization.
• Prioritization techniques and delegation: Use prioritization techniques like the Eisenhower Matrix or MoSCoW method to rank tasks and allocate resources accordingly. Delegate tasks efficiently by matching team members’ skills and expertise with project requirements.
• Continuous monitoring and adjustment: Regularly monitor project progress and adjust priorities and resources as needed. Keep stakeholders informed about changes and maintain open lines of communication to ensure alignment and avoid surprises.

Scenario 3: Addressing employee performance concerns

• Identifying performance gaps: When an employee’s performance is below expectations, identify the specific areas that need improvement. Is it a skills gap, lack of motivation, or external factors like personal issues?
• Providing constructive feedback and support: Provide clear, constructive feedback to the employee, highlighting areas for improvement and offering support, such as training, coaching, or mentorship.
• Developing performance improvement plans: Collaborate with the employee to develop a performance improvement plan , outlining specific goals, timelines, and resources. Regularly review progress and adjust the plan as needed.

Scenario 4: Improving customer satisfaction

• Analyzing customer feedback and pain points: In this scenario, customers are dissatisfied with a product, resulting in negative feedback and returns. Analyze customer feedback to identify common pain points and areas for improvement.
• Implementing customer-centric solutions: Work with your team to develop and implement solutions that address customer concerns, such as enhancing product features or improving customer support.
• Monitoring progress and iterating for success: Regularly monitor customer satisfaction levels and gather feedback to assess the effectiveness of your solutions. Iterate and improve as needed to ensure continuous progress toward higher customer satisfaction.

Scenario 5: Managing change and uncertainty

• Assessing the impact of change on the organization: When faced with change, such as the introduction of new software, assess the potential impact on the organization, including the benefits, challenges, and required resources.
• Developing a change management plan: Create a comprehensive change management plan that includes communication strategies, training, and support resources to help team members adapt to the change.
• Fostering resilience and adaptability among team members: Encourage a culture of resilience and adaptability by providing ongoing support, celebrating small wins, and recognizing the efforts of team members who embrace and champion the change.

Scenario 6: Navigating team conflicts

• Identifying the sources of conflict: When conflicts arise within a team, it’s crucial to identify the underlying issues, such as personality clashes, competing interests, or poor communication.
• Facilitating open discussions and mediation: Arrange a meeting with the involved parties to discuss the conflict openly and objectively. Consider using a neutral third party to mediate the conversation, ensuring everyone’s perspective is heard and understood.
• Developing and implementing conflict resolution strategies: Work together to develop strategies for resolving the conflict, such as setting clear expectations, improving communication, or redefining roles and responsibilities. Monitor progress and adjust strategies as needed to ensure long-term resolution.

Scenario 7: Overcoming deadline pressure and time management challenges

• Assessing project progress and priorities: If a team is struggling to meet deadlines, assess project progress and review priorities. Identify tasks that are behind schedule, and determine if any can be reprioritized or delegated.
• Implementing time management techniques: Encourage the team to adopt effective time management techniques, such as the Pomodoro Technique or time blocking, to maximize productivity and stay focused on tasks.
• Adjusting project scope and resources as needed: In some cases, it may be necessary to adjust the project scope or allocate additional resources to ensure successful completion. Communicate any changes to stakeholders and maintain transparency throughout the process.

Scenario 8: Tackling low employee morale and engagement

• Identifying the causes of low morale: When faced with low employee morale, it’s essential to identify the contributing factors, such as lack of recognition, insufficient growth opportunities, or unrealistic expectations.
• Implementing targeted initiatives to boost morale: Develop and implement initiatives to address these factors, such as offering regular feedback and recognition, providing professional development opportunities, or reassessing workload and expectations.
• Monitoring and adjusting efforts to improve engagement: Regularly monitor employee morale and engagement through surveys or informal conversations. Adjust your initiatives to ensure continuous improvement and maintain a positive work environment.

Developing Problem-Solving Skills in the Workplace

As we’ve seen, problem-solving is a crucial skill for navigating the myriad challenges that can arise in the workplace. To become effective problem solvers, you must develop hard and soft skills that will allow you to tackle issues head-on and find the best solutions.

Let’s dive into these skills and discuss how to cultivate them in the workplace.

Soft Skills

Soft skills are non-technical, interpersonal abilities that help you interact effectively with others, navigate social situations, and perform well in the workplace. They are often referred to as “people skills” or “emotional intelligence” because they involve understanding and managing emotions and building relationships with colleagues, clients, and stakeholders.

Soft skills are typically learned through life experiences and personal development rather than formal education or training.

Examples of soft skills include:

• Critical thinking: Critical thinking is the ability to analyze a situation objectively, considering all relevant information before making a decision. To develop this skill, practice asking open-ended questions, challenging assumptions, and considering multiple perspectives when approaching a problem.
• Effective communication: Strong communication skills are vital for problem-solving, as they enable you to express your ideas clearly and listen actively to others. To improve your communication skills, focus on being concise, empathetic, and open to feedback. Remember that nonverbal communication, such as body language and tone, can be just as important as the words you choose.
• Collaboration and teamwork: Problem-solving often requires collaboration, as multiple minds can bring diverse perspectives and fresh ideas to the table. Foster a sense of teamwork by being open to others’ input, sharing knowledge, and recognizing the contributions of your colleagues.
• Emotional intelligence: The ability to recognize and manage your emotions, as well as empathize with others, can significantly impact your problem-solving abilities. To cultivate emotional intelligence, practice self-awareness, self-regulation, and empathy when dealing with challenges or conflicts.
• Adaptability and resilience: In a constantly changing work environment, the ability to adapt and bounce back from setbacks is essential. Develop your adaptability and resilience by embracing change, learning from failure, and maintaining a growth mindset.

Hard Skills

Hard skills, on the other hand, are specific, teachable abilities that can be acquired through formal education, training, or on-the-job experience. These skills are typically technical, industry-specific, or job-related and can be easily quantified and measured.

Hard skills are often necessary for performing specific tasks or operating specialized tools and equipment.

Examples of hard skills include:

• Project management: Effective problem-solving often involves managing resources, timelines, and tasks. Improve your project management skills by learning popular methodologies (e.g., Agile, Scrum, or Waterfall), setting clear goals, and monitoring progress.
• Data analysis and interpretation: Many problems require data analysis to identify trends, patterns, or insights that inform decision-making. Strengthen your data analysis skills by familiarizing yourself with relevant tools and software, such as Excel or Tableau, and practicing critical thinking when interpreting results.
• Technical proficiency: Depending on your industry, various technical skills may be crucial for problem-solving. Stay current with your field’s latest tools, technologies, and best practices by participating in workshops, online courses, or industry events.
• Decision-making: Strong decision-making skills are vital for problem-solving, as they enable you to evaluate options and choose the best course of action. Develop your decision-making abilities by learning about decision-making models (e.g., SWOT analysis, cost-benefit analysis, or decision trees) and applying them in real-life situations.

Both types of skills—soft and hard—play a crucial role in achieving success in the workplace, as they work together to create a well-rounded and highly effective employee. When combined, these skills enable individuals to excel in their roles and contribute significantly to their organization’s performance and productivity.

Boosting Your Problem-Solving Skills in the Workplace

Boosting your problem-solving skills in the workplace is essential for success, personal growth, and increased productivity.

To effectively improve these skills, consider the following strategies:

• Cultivate a growth mindset by embracing challenges as learning opportunities, being open to feedback, and believing in your ability to develop and improve.
• Enhance critical thinking and creativity by objectively analyzing information, considering multiple perspectives, and brainstorming innovative solutions.
• Develop effective communication skills, including active listening and clear articulation of your thoughts, to facilitate collaboration and problem-solving.
• Foster empathy and emotional intelligence to understand others’ emotions, perspectives, and needs, which can help you devise better solutions.
• Learn from experienced colleagues, study successful problem-solving strategies, and participate in professional development courses or workshops to gain new insights and techniques.
• Adopt a systematic approach to problem-solving by defining the problem, gathering and analyzing relevant information, generating and evaluating potential solutions, and implementing the chosen solution while monitoring its effectiveness.
• Stay organized and manage your time effectively by prioritizing tasks based on urgency and importance and breaking complex problems into smaller, more manageable parts.
• Embrace change, be resilient and adaptable, and learn from failures and setbacks to stay flexible and open to new ideas.

By dedicating time and effort to improving these aspects of your problem-solving skills, you can become a more effective problem-solver, contributing positively to your workplace and enhancing your career prospects.

Problems in the workplace will continuously develop and evolve over time if left unaddressed. Proactively dealing with these issues is the most effective method to ensure a positive and productive work environment.

By honing your problem-solving skills, embracing a growth mindset, and fostering open communication, you can tackle challenges head-on and prevent minor issues from escalating into significant obstacles.

Remember, staying proactive, adaptable, and continuously refining your problem-solving strategies is crucial for professional success and personal growth in the ever-changing world of work.

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What Are Problem-Solving Skills? (Examples Included)

Mike Simpson 0 Comments

By Mike Simpson

Problem-solving skills are important not just for work. In the words of Karl Popper , “All life is problem-solving.”

What on earth does that mean? Simply that being alive means facing challenges. With problem-solving skills, you can navigate issues with greater ease, making hard times, well, less hard.

But what are problem-solving skills? How do you know if you have them or not? Why do they matter to your job search? And what should you do if you don’t feel yours are up to snuff? Luckily, we’re about to get into all of that.

If you’re curious about the world of problem-solving skills, here’s what you need to know.

What Are Problem-Solving Skills?

Before we dig into any examples, let’s focus first on an important question: what are problem-solving skills.

To answer that question, let’s start with the barebones basics. According to Merriam-Webster , problem-solving is “the process or act of finding a solution to a problem.” Why does that matter? Well, because it gives you insight into what problem-solving skills are.

Any skill that helps you find solutions to problems can qualify. And that means problem-solving skills aren’t just one capability, but a toolbox filled with soft skills and hard skills that come together during your time of need.

The ability to solve problems is relevant to any part of your life. Whether your writing a grocery list or dealing with a car that won’t start, you’re actually problem-solving.

The same is true at work, too. Most tasks actually involve a degree of problem-solving. Really? Really.

Think about it this way; when you’re given an assignment, you’re being asked, “Can you do this thing?” Doing that thing is the problem.

Then, you have to find a path that lets you accomplish what you need to do. That is problem-solving.

Yes, sometimes what you need to handle isn’t “challenging” in the difficulty sense. But that doesn’t mean it doesn’t count.

Besides, some of what you need to do will legitimately be hard. Maybe you’re given a new responsibility, or something goes wrong during a project. When that happens, you’ll have to navigate unfamiliar territory, gather new information, and think outside of the box. That’s problem-solving, too.

That’s why hiring managers favor candidates with problem-solving skills. They make you more effective in your role, increasing the odds that you can find solutions whenever the need arises.

How Are Problem-Solving Skills Relevant to a Job Search?

Alright, you probably have a good idea of what problem-solving skills are. Now, it’s time to talk about why they matter to your job search.

We’ve already touched on one major point: hiring managers prefer candidates with strong problem-solving skills. That alone makes these capabilities a relevant part of the equation. If you don’t show the hiring manager you’ve got what it takes to excel, you may struggle to land a position.

But that isn’t the only reason these skills matter. Problem-solving skills can help you during the entire job search process. After all, what’s a job search but a problem – or a series of problems – that needs an answer.

You need a new job; that’s the core problem you’re solving. But every step is its own unique challenge. Finding an opening that matches your skills, creating a resume that resonates with the hiring manager, nailing the interview, and negotiating a salary … those are all smaller problems that are part of the bigger one.

So, problem-solving skills really are at the core of the job search experience. By having strong capabilities in this area, you may find a new position faster than you’d expect.

Okay, you may be thinking, “If hiring managers prefer candidates with problem-solving skills, which ones are they after? Are certain problem-solving capabilities more important today? Is there something I should be going out of my way to showcase?”

While any related skills are worth highlighting, some may get you further than others. Analysis, research, creativity, collaboration , organization, and decision-making are all biggies. With those skills, you can work through the entire problem-solving process, making them worthwhile additions to your resume.

But that doesn’t mean you have to focus there solely. Don’t shy away from showcasing everything you bring to the table. That way, if a particular hiring manager is looking for a certain capability, you’re more likely to tap on what they’re after.

How to Highlight Problem-Solving Skills for Job Search

At this point, it’s ridiculously clear that problem-solving skills are valuable in the eyes of hiring managers. So, how do you show them that you’ve got all of the capabilities they are after? By using the right approach.

When you’re writing your resume or cover letter , your best bet is to highlight achievements that let you put your problem-solving skills to work. That way, you can “show” the hiring manager you have what it takes.

Showing is always better than telling. Anyone can write down, “I have awesome problem-solving skills.” The thing is, that doesn’t really prove that you do. With a great example, you offer up some context, and that makes a difference.

How do you decide on which skills to highlight on your resume or cover letter? By having a great strategy. With the Tailoring Method , it’s all about relevancy. The technique helps you identify skills that matter to that particular hiring manager, allowing you to speak directly to their needs.

Plus, you can use the Tailoring Method when you answer job interview questions . With that approach, you’re making sure those responses are on-point, too.

But when do you talk about your problem-solving capabilities during an interview? Well, there’s a good chance you’ll get asked problem-solving interview questions during your meeting. Take a look at those to see the kinds of questions that are perfect for mentioning these skills.

However, you don’t have to stop there. If you’re asked about your greatest achievement or your strengths, those could be opportunities, too. Nearly any open-ended question could be the right time to discuss those skills, so keep that in mind as you practice for your interview.

How to Develop Problem-Solving Skills If You Don’t Have Them

Developing problem-solving skills may seem a bit tricky on the surface, especially if you think you don’t have them. The thing is, it doesn’t actually have to be hard. You simply need to use the right strategy.

First, understand that you probably do have problem-solving skills; you simply may not have realized it. After all, life is full of challenges that you have to tackle, so there’s a good chance you’ve developed some abilities along the way.

Now, let’s reframe the question and focus on how to improve your problem-solving skills. Here’s how to go about it.

Understand the Problem-Solving Process

In many cases, problem-solving is all about the process. You:

• Identify the problem
• Analyze the key elements
• Look for potential solutions
• Examine the options for viability and risk
• Decide on an approach
• Review the outcome for lessons

By understanding the core process, you can apply it more effectively. That way, when you encounter an issue, you’ll know how to approach it, increasing the odds you’ll handle the situation effectively.

Try Puzzles and Games

Any activity that lets you take the steps listed above could help you hone your problem-solving skills. For example, brainteasers, puzzles, and logic-based games can be great places to start.

Whether it’s something as straightforward – but nonetheless challenging – as Sudoku or a Rubik’s Cube, or something as complex as Settlers of Catan, it puts your problem-solving skills to work. Plus, if you enjoy the activity, it makes skill-building fun, making it a win-win.

Look for Daily Opportunities

If you’re looking for a practical approach, you’re in luck. You can also look at the various challenges you face during the day and think about how to overcome them.

For example, if you always experience a mid-day energy slump that hurts your productivity, take a deep dive into that problem. Define what’s happening, think about why it occurs, consider various solutions, pick one to try, and analyze the results.

By using the problem-solving approach more often in your life, you’ll develop those skills further and make using these capabilities a habit. Plus, you may find ways to improve your day-to-day living, which is a nice bonus.

Volunteer for “Stretch” Projects

If you’re currently employed, volunteering for projects that push you slightly outside of your comfort zone can help you develop problem-solving skills, too. You’ll encounter the unknown and have to think outside of the box, both of which can boost critical problem-solving-related skills.

Plus, you may gain other capabilities along the way, like experience with new technologies or tools. That makes the project an even bigger career booster, which is pretty awesome.

List of Problem-Solving Skills

Alright, we’ve taken a pretty deep dive into what problem-solving skills are. Now, it’s time for some problem-solving skills examples.

As we mentioned above, there are a ton of capabilities and traits that can support better problem-solving. By understanding what they are, you can showcase the right abilities during your job search.

So, without further ado, here is a quick list of problem-solving skill examples:

• Collaboration
• Organization
• Decision-Making
• Troubleshooting
• Self-Reliance
• Self-Motivation
• Communication
• Attention to Detail
• Brainstorming
• Forecasting
• Active Listening
• Accountability
• Open-Mindedness
• Critical Thinking
• Flexibility

Do you have to showcase all of those skills during your job search individually? No, not necessarily. Instead, you want to highlight a range of capabilities based on what the hiring manager is after. If you’re using the Tailoring Method, you’ll know which ones need to make their way into your resume, cover letter, and interview answers.

Now, are there other skills that support problem-solving? Yes, there certainly can be.

Essentially any skill that helps you go from the problem to the solution can, in its own right, be a problem-solving skill.

All of the skills above can be part of the equation. But, if you have another capability that helps you flourish when you encounter an obstacle, it can count, too.

Reflect on your past experience and consider how you’ve navigated challenges in the past. If a particular skill helped you do that, then it’s worth highlighting during a job search.

If you would like to find out more about skills to put on a resume , we’ve taken a close look at the topic before. Along with problem-solving skills, we dig into a variety of other areas, helping you choose what to highlight so that you can increase your odds of landing your perfect job.

Putting It All Together

Ultimately, problem-solving skills are essential for professionals in any kind of field. By honing your capabilities and showcasing them during your job search, you can become a stronger candidate and employee. In the end, that’s all good stuff, making it easier for you to keep your career on track today, tomorrow, and well into the future.

Co-Founder and CEO of TheInterviewGuys.com. Mike is a job interview and career expert and the head writer at TheInterviewGuys.com.

His advice and insights have been shared and featured by publications such as Forbes , Entrepreneur , CNBC and more as well as educational institutions such as the University of Michigan , Penn State , Northeastern and others.

Learn more about The Interview Guys on our About Us page .

About The Author

Mike simpson.

Co-Founder and CEO of TheInterviewGuys.com. Mike is a job interview and career expert and the head writer at TheInterviewGuys.com. His advice and insights have been shared and featured by publications such as Forbes , Entrepreneur , CNBC and more as well as educational institutions such as the University of Michigan , Penn State , Northeastern and others. Learn more about The Interview Guys on our About Us page .

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Problem Solving

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Problem solving is a crucial skill in both personal and professional settings. Whether it’s addressing a personal challenge or drafting a business problem solving proposal , the ability to identify a problem and develop a solution is essential. Writing a problem solving essay helps articulate the issue clearly and systematically outline potential solutions. Effective problem and solution involves critical thinking, creativity, and a structured approach to overcome obstacles and achieve goals.

What is Problem Solving?

Problem solving is the process of identifying a challenge, analyzing its components, and finding an effective solution. It involves critical thinking, creativity, and the application of various techniques and tools.

Examples of Problem Solving

• Analytical Thinking : Breaking down complex problems into manageable parts.
• Creativity : Developing innovative solutions to problems.
• Critical Thinking : Evaluating information and arguments to make a reasoned decision.
• Decision-Making : Choosing the best course of action from various alternatives.
• Research : Gathering relevant information to understand and solve a problem.
• Communication : Clearly conveying ideas and solutions to others.
• Collaboration : Working effectively with others to solve problems.
• Time Management : Prioritizing tasks to efficiently address problems.
• Adaptability : Adjusting strategies as new information or challenges arise.
• Attention to Detail : Ensuring all aspects of a problem are considered.
• Logical Reasoning : Using logic to identify solutions and predict outcomes.
• Empathy : Understanding others’ perspectives to create more effective solutions.
• Negotiation : Finding mutually acceptable solutions through discussion.
• Conflict Resolution : Addressing and resolving disagreements.
• Patience : Remaining calm and persistent when solving complex problems.
• Organization : Structuring tasks and information systematically.
• Leadership : Guiding and motivating a team to solve problems.
• Decision Analysis : Evaluating the potential impact of different solutions.
• Project Management : Planning and executing solutions effectively.
• Technical Skills : Using specialized knowledge to solve technical problems.
• Customer Service : Resolving customer issues effectively and efficiently.
• Risk Management : Identifying and mitigating potential problems.
• Innovation : Implementing new ideas to solve existing problems.
• Strategic Planning : Developing long-term solutions and plans.
• Resourcefulness : Finding quick and clever ways to overcome difficulties.
• Stress Management : Handling pressure while solving problems.
• Observation : Noticing subtle details that could be key to solving a problem.
• Data Analysis : Interpreting data to inform problem-solving decisions.
• Flexibility : Being open to new approaches and changing plans when necessary.
• Self-Assessment : Reflecting on your own problem-solving process to improve future performance.

Problem-Solving Examples for Students

1. math word problems.

Problem: Jane has 3 apples, and she buys 4 more apples from the store. How many apples does she have now?

• Understand the problem: Jane starts with 3 apples and buys 4 more.
• Break it down: 3 apples (initial) + 4 apples (additional).
• Solve: 3 + 4 = 7.
• Answer: Jane has 7 apples.

2. Group Project Coordination

Problem: A group of students needs to complete a science project, but they are having trouble coordinating their schedules.

• Understand the problem: The main issue is scheduling conflicts.
• Break it down: Identify each member’s available times.
• Research: Use tools like Doodle or Google Calendar to find common free times.
• Brainstorm solutions: Propose meeting during lunch breaks or weekends.
• Evaluate: Choose the most convenient and feasible option for everyone.
• Develop an action plan: Set a recurring meeting time and delegate tasks.
• Implement: Start meeting and working on the project according to the plan.
• Monitor and review: Adjust schedules if conflicts arise and keep track of progress.

3. Essay Writing

Problem: A student struggles to start writing an essay on a given topic.

• Understand the problem: The difficulty is starting the essay.
• Break it down: Identify the essay topic, main points, and required structure.
• Research: Gather information and resources related to the topic.
• Brainstorm solutions: Create an outline, jot down ideas, and decide on the thesis statement.
• Evaluate: Choose the most compelling points and organize them logically.
• Develop an action plan: Write a draft based on the outline, then revise and edit.
• Implement: Begin writing the introduction, followed by the body paragraphs and conclusion.
• Monitor and review: Proofread the essay and make necessary corrections.

4. Time Management

Problem: A student has trouble managing time between homework, extracurricular activities, and leisure.

• Understand the problem: The issue is balancing multiple responsibilities.
• Break it down: Identify all tasks and time commitments.
• Research: Look for time management techniques and tools.
• Brainstorm solutions: Use planners, to-do lists, or apps like Trello or Todoist.
• Evaluate: Choose the most effective tool and technique.
• Develop an action plan: Create a weekly schedule, prioritizing tasks by importance and deadlines.
• Implement: Follow the schedule and adjust as necessary.
• Monitor and review: Reflect on the effectiveness of the schedule and make improvements.

5. Conflict Resolution

Problem: Two students have a disagreement over a shared locker space.

• Understand the problem: The conflict is about sharing limited space.
• Break it down: Identify each student’s concerns and needs.
• Research: Look into conflict resolution strategies.
• Brainstorm solutions: Propose solutions like dividing the locker into specific sections or creating a rotation schedule.
• Evaluate: Choose the fairest and most practical solution.
• Develop an action plan: Agree on the solution and set guidelines.
• Implement: Follow the agreed plan and make adjustments if needed.
• Monitor and review: Ensure both students are satisfied with the arrangement and resolve any further issues.

Problem-Solving Examples in Real-life

Example 1: workplace conflict.

Situation : Two team members have a disagreement that affects their productivity.

• Identify the Problem : Understand the root cause of the conflict.
• Analyze : Talk to both parties separately to get their perspectives.
• Generate Solutions : Consider solutions like mediation, reassignment of tasks, or team-building exercises.
• Evaluate : Assess which solution is likely to resolve the conflict without affecting team morale.
• Implement : Arrange a mediation session.
• Review : Follow up to ensure the conflict is resolved and monitor team dynamics.

Example 2: Personal Finance Management

Situation : Struggling to manage monthly expenses and savings.

• Identify the Problem : Determine specific areas where overspending occurs.
• Analyze : Review bank statements and categorize expenses.
• Generate Solutions : Create a budget, reduce unnecessary expenses, and set savings goals.
• Evaluate : Choose a budgeting method that fits your lifestyle.
• Implement : Start tracking expenses and adjust spending habits.
• Review : Regularly review your budget and savings to ensure you are on track.

How to Improve Your Problem-Solving Skills?

Understand the Problem: Before attempting to solve any problem, it’s crucial to fully understand it. Read through the problem statement carefully and make sure you grasp every detail.

Break It Down : Divide the problem into smaller, more manageable parts. This approach, known as decomposition, makes it easier to tackle complex issues by focusing on individual components one at a time.

Research and Gather Information : Collect all relevant information and data that might help in solving the problem. Look for similar problems and their solutions.

Brainstorm Possible Solutions : Generate as many potential solutions as possible. Don’t worry about evaluating them at this stage; the goal is to think creatively and come up with a wide range of ideas.

Evaluate and Select the Best Solution : Assess the feasibility, pros, and cons of each potential solution. Consider factors such as resources, time, and potential risks. Choose the solution that best addresses the problem and is most practical.

Develop an Action Plan : Create a detailed plan for implementing your chosen solution. Outline the steps you need to take, assign tasks if working in a team, and set deadlines to ensure timely progress.

Implement the Solution : Put your plan into action. Stay focused and be prepared to adapt if necessary. Keep track of your progress and make adjustments as needed.

Monitor and Review : After implementing the solution, monitor the results to ensure the problem is resolved. Evaluate the outcome and review the process to learn from any mistakes or successes.

Problem-solving in workplace

• Enhancing Efficiency : Quick and effective problem resolution can streamline processes and reduce downtime.
• Boosting Productivity : Employees who can solve problems independently help maintain workflow and productivity.
• Improving Customer Satisfaction : Solving customer issues promptly can lead to higher satisfaction and loyalty.
• Fostering Innovation : Problem-solving often leads to new ideas and improvements that drive innovation.
• Promoting Employee Development : Encouraging problem-solving helps employees grow and develop their skills.

How To Highlight Problem-Solving Skills?

1. on your resume.

When listing problem-solving skills on your resume, provide concrete examples. Use action verbs and quantify your achievements where possible.

• Resolved a customer service issue that increased customer satisfaction by 20%.
• Developed a new process that reduced production errors by 15%.

2. In a Cover Letter

Your cover letter is a great place to elaborate on your problem-solving abilities. Describe a specific situation where you successfully addressed a challenge.

“In my previous role at XYZ Company, I identified a bottleneck in our production line. I conducted a thorough analysis and implemented a new workflow, which reduced production time by 25% and saved the company $50,000 annually.”

3. During an Interview

Be prepared to discuss your problem-solving skills in depth during an interview. Use the STAR (Situation, Task, Action, Result) method to structure your responses.

Example: “Can you give an example of a time when you solved a difficult problem at work?”

• Situation: Our sales team was struggling with declining numbers.
• Task: I was tasked with identifying the root cause and finding a solution.
• Action: I analyzed sales data, conducted team meetings, and identified a lack of training as the main issue.
• Result: I organized comprehensive training sessions, which led to a 30% increase in sales over the next quarter.

4. On Social Media and Professional Profiles

Highlight problem-solving skills on LinkedIn and other professional profiles. Share posts or articles about your problem-solving experiences and successes.

“I’m thrilled to share that I recently led a project to overhaul our customer service protocol, resulting in a 40% reduction in response time and a significant boost in customer satisfaction!”

5. In Performance Reviews

During performance reviews, make sure to emphasize your problem-solving contributions. Provide specific examples and outcomes.

“In the past year, I resolved three major project roadblocks, enabling our team to meet all deadlines and exceed our performance goals.”

6. Through Projects and Case Studies

If applicable, create case studies or detailed project descriptions that showcase your problem-solving process and results. This can be particularly useful for portfolios or presentations.

Case Study: Improving IT System Efficiency

• Problem: Frequent system downtimes affecting productivity.
• Solution: Implemented a new monitoring system and revised maintenance schedules.
• Outcome: System downtimes were reduced by 50%, significantly improving productivity.

7. By Demonstrating Soft Skills

Problem-solving often involves other soft skills such as communication, creativity, and teamwork. Highlighting these related skills can further emphasize your ability to solve problems effectively.

“By fostering open communication within my team and encouraging creative brainstorming sessions, we were able to devise innovative solutions to our most pressing challenges.”

How to Answer Problem-Solving Interview Questions

• Understand the Question : Make sure you fully understand the problem before you try to solve it. Ask clarifying questions if needed to ensure you have all the relevant information.
• Think Aloud : Demonstrate your thinking process by explaining your thoughts as you work through the problem. This shows your interviewer how you approach problems and organize your thoughts.
• Break It Down : Divide the problem into smaller, manageable parts. This can make a complex issue seem more approachable and allows you to tackle each component systematically.
• Use a Structured Approach : Employ frameworks or methodologies that are relevant to the question. For example, you might use the STAR method (Situation, Task, Action, Result) for behavioral questions, or a simple problem-solving framework like Define, Measure, Analyze, Improve, Control (DMAIC) for process improvements.
• Be Creative : Employers often look for creativity in your answers. Think outside the box and propose innovative solutions when appropriate.
• Prioritize Solutions : If there are multiple potential solutions, discuss the pros and cons of each and explain why you would choose one over the others.
• Stay Calm and Positive : Problem-solving under pressure is part of the test. Maintain a calm and positive demeanor, showing that you can handle stress effectively.
• Summarize Your Steps : After you have worked through the problem, summarize the steps you took and the conclusion you reached. This helps ensure the interviewer followed your process and underscores your methodical approach.
• Ask for Feedback : After presenting your solution, it can be beneficial to ask if there are any additional factors you might consider. This shows openness to learning and adapting.
• Practice Regularly : Like any skill, problem-solving improves with practice. Regularly engage in brain teasers, logic puzzles, or case studies to sharpen your skills.

Why Are Problem-Solving is Important?

• Effective Decision-Making : Problem-solving is essential for making decisions that are logical, informed, and well-considered. This skill helps individuals and organizations make choices that lead to better outcomes.
• Innovation and Improvement : Solving problems effectively often requires innovative thinking. This can lead to new ideas and improvements in processes, products, and services, which are essential for business growth and adaptation.
• Handling Complex Situations : Many roles involve complex situations that are not straightforward to manage. Problem-solving skills enable individuals to dissect these situations and devise effective strategies to deal with them.
• Enhances Productivity : Efficient problem-solving contributes to higher productivity, as it allows for the identification and removal of obstacles that impede workflow and performance.
• Career Advancement : Individuals who are effective problem solvers are often seen as leaders and can advance more quickly in their careers. This skill is valuable because it demonstrates the ability to handle difficult situations and complex challenges.
• Adaptability and Resilience : Problem-solving is key to adapting to new situations and overcoming challenges. Those who can creatively navigate through difficulties are generally more resilient.
• Quality of Life : On a personal level, strong problem-solving skills can improve one’s quality of life by enabling better management of the challenges that come with daily living.
• Team Collaboration : Problem-solving often requires collaboration. Being good at solving problems can improve your ability to work with others, as it involves communication, persuasion, and negotiation skills.

How to Include Problem-Solving in a Job Application

• Resume : Detail specific problem-solving instances in your job descriptions using action verbs like “analyzed” and “implemented”. Mention the positive outcomes achieved.
• Cover Letter : Narrate a specific instance where your problem-solving skills led to a successful outcome, demonstrating initiative and effectiveness.
• Skills Section : Include “problem-solving” in a skills section if the job ad specifically mentions it.
• Quantify Achievements : Use numbers to describe the impact of your solutions, such as cost savings or efficiency improvements.
• Job Interviews : Prepare to discuss specific examples of your problem-solving skills, focusing on the challenge, your action, and the result.
• References : Brief your references about your problem-solving achievements so they can provide specific examples when contacted by employers.

Tips for Enhancing Problem-Solving

• Practice Regularly: Like any skill, problem-solving improves with regular practice. Engage in activities that challenge your thinking, such as puzzles, games, or real-world problem-solving scenarios.
• Learn from Others: Study how others approach and solve problems. This can provide new strategies and perspectives that you can incorporate into your own problem-solving toolkit.
• Stay Calm and Positive: Maintaining a calm and positive mindset can significantly improve your ability to solve problems. Stress and negativity can cloud your judgment and hinder creative thinking.
• Develop Critical Thinking: Sharpen your critical thinking skills by questioning assumptions, analyzing information, and evaluating evidence. This will help you make more informed and logical decisions.
• Collaborate with Others: Working with others can bring new insights and ideas. Collaboration can also help you see the problem from different angles and develop more effective solutions.
• Keep Learning: Continuously expand your knowledge and skills. The more you know, the better equipped you are to tackle a variety of problems.

How can I improve my problem-solving skills?

Practice regularly, learn various problem-solving techniques, and engage in activities that challenge your thinking.

What are common problem-solving techniques?

Common techniques include brainstorming, root cause analysis, the 5 Whys, and SWOT analysis.

What are the steps in the problem-solving process?

Identify the problem, analyze the problem, generate solutions, select a solution, implement, and evaluate.

How do I demonstrate problem-solving skills in an interview?

Discuss specific situations where you effectively solved problems, highlighting your thought process and outcomes.

What’s the difference between critical thinking and problem-solving?

Critical thinking involves analyzing and evaluating information, while problem-solving focuses on finding solutions to problems.

How do problem-solving skills help in leadership?

They enable leaders to manage challenges effectively, inspire innovation, and guide teams through obstacles.

How to measure problem-solving skills?

Assess through scenarios or challenges that require identifying, analyzing, and resolving problems.

What role does creativity play in problem-solving?

Creativity enables out-of-the-box thinking, which can lead to innovative and effective solutions.

How do you use problem-solving in project management?

Apply it to anticipate potential issues, plan solutions, and ensure smooth project execution.

What’s an example of a problem-solving situation?

Resolving customer complaints by identifying the issue, brainstorming solutions, and implementing changes to prevent future complaints.

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How to Write a Problem Statement: Guide for Project Success

A clear problem statement is crucial for project success. It should describe the issue , its impact , and context without proposing solutions. Craft a concise statement that aligns stakeholders and guides research . Regularly review your problem statement to ensure solutions address the core issue .

Many people struggle to explain problems at work or in research projects. Research indicates that over two-thirds of projects don't succeed because the initial problem statement isn't clearly defined. Here, you'll learn how to create strong problem statements , setting your projects up for success from the start.

Every successful project or study relies on a clear explanation of the issue at hand. It guides teams toward a shared goal and prevents solving the wrong problem. A problem statement briefly describes an issue that needs fixing. It describes the present circumstances, the intended result, and the difference between them . It provides a brief overview of the issue without proposing any fixes.

Why Well-Crafted Problem Statements Matter

Defining a problem statement.

For example, a healthcare project's problem statement might be:

"In 2019, late filing caused 61.6% of denied insurance claims, leading to $7.8 million in lost profit."

This explanation highlights the problem , its effects, and paves the way for further investigation.

The Importance of Problem Statements

Problem statements serve a crucial purpose beyond mere procedure. They serve several important functions:

• Alignment : They make sure all stakeholders work towards the same goal.
• Focus : By clearly defining the problem, teams can avoid getting distracted by symptoms instead of addressing root causes.
• Prioritization : Measuring a problem's impact helps in ranking issues and using resources well.

"If I had an hour to solve a problem I'd spend 55 minutes thinking about the problem and five minutes thinking about solutions." — Albert Einstein

Einstein believed that most of the time spent solving a problem should be used to understand it, with only a small portion dedicated to finding solutions. Grasping the issue fully is crucial before attempting to resolve it.

Crafting a Clear Problem Statement

Having covered the importance of problem statements, we'll now explore techniques for developing one that boosts your project's chances of success.

Essential Elements of a Robust Problem Statement

An effective problem statement needs to have these parts:

• Explanation of the issue : It must be easy to grasp, precise, and free from confusion.
• How the issue affects things : When you can, use figures to show the scale of the problem.
• Context : Provide context to ensure readers grasp the full picture.
• Stakeholders : Specify the people impacted by the issue.
• Timeframe : Pinpoint when the issue first arose and its frequency.

Keep in mind, an effective problem statement is brief (typically two sentences max) and immediately captures the reader's interest. It should inspire and motivate without suggesting a specific solution.

Key Errors to Steer Clear Of

Despite good aims, people often make errors when describing problems. Watch out for these frequent mistakes:

• Addressing surface issues rather than underlying reasons : Dig deeper to uncover the true problems.
• Including solutions : A problem statement should explain the issue, not suggest solutions.
• Blaming others : Focus on the main issue, avoiding personal or departmental references in your statement.

Crafting a clear problem statement without these errors will set a strong foundation for your work.

Moving from Identifying the Problem to Taking Steps

An effective problem statement is only the beginning. True advancement occurs when you apply the statement to achieve concrete outcomes.

Letting Your Problem Statement Direct Your Investigation

A well-defined problem statement can act as a roadmap for your study or project . It assists you in:

• Find key areas to study : The elements of your problem statement point to areas where you need more information.
• Create research questions : These inquiries will help you explore the issue and its origins in greater depth.
• Choose the right methods : The nature of the issue will point you to the most suitable investigation techniques.

Keep in mind that your problem statement may evolve. Your understanding might grow, requiring adjustments to the statement . This back-and-forth process is normal and useful in research.

Turning Your Problem Statement into Solutions

While your problem statement shouldn't include solutions, it's the starting point for finding them. Here's a way to move forward:

• Brainstorming : Let your problem statement inspire new thoughts and concepts.
• Evaluation : Compare possible answers with the requirements in your problem statement.
• Implementation : Regularly review your problem outline to ensure your selected fix truly addresses the core issue.

Constantly checking your problem statement during problem-solving keeps your work targeted and aligned with your initial aims.

Problem Framing: Your Key to Success

Writing effective problem statements is a skill that can greatly improve the success rate of your projects and research. Clearly stating the problem paves the way for fresh ideas and valuable outcomes.

A good problem statement acts as your roadmap, guiding you through the tricky steps of solving issues. When you encounter a difficult situation, pause and consider if you've truly understood what the issue is. This approach will help you see things more clearly and know what to do next.

Which problem are you going to look at differently today?

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• INTERVENTION STUDY
• Open access
• Published: 07 September 2024
• Volume 36 , article number  103 , ( 2024 )

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• Julia Waldeyer   ORCID: orcid.org/0000-0001-8116-9200 1   na1 ,
• Tino Endres 2   na1 ,
• Julian Roelle 1   na1 ,
• Martine Baars 3 &
• Alexander Renkl 2  

The present study was designed to understand and optimize self-assessment accuracy in cognitive skill acquisition through example-based learning. We focused on the initial problem-solving phase, which follows after studying worked examples. At the end of this phase, it is important that learners are aware whether they have already understood the solution procedure. In Experiment 1, we tested whether self-assessment accuracy depended on whether learners were prompted to infer their self-assessments from explanation-based cues (ability to explain the problems’ solutions) or from performance-based cues (problem-solving performance) and on whether learners were informed about the to-be-monitored cue before or only after the problem-solving phase. We found that performance-based cues resulted in better self-assessment accuracy and that informing learners about the to-be-monitored cue before problem-solving enhanced self-assessment accuracy. In Experiment 2, we again tested whether self-assessment accuracy depended on whether learners were prompted to infer their self-assessments from explanation- or performance-based cues. We furthermore varied whether learners received instruction on criteria for interpreting the cues and whether learners were prompted to self-explain during problem-solving. When learners received no further instructional support, like in Experiment 1, performance-based cues yielded better self-assessment accuracy. Only when learners who were prompted to infer their self-assessments from explanation-based cues received both cue criteria instruction and prompts to engage in self-explaining during problem-solving did they show similar self-assessment accuracy as learners who utilized performance-based cues. Overall, we conclude that it is more efficient to prompt learners to monitor performance-based rather than explanation-based cues in the initial problem-solving phase.

Avoid common mistakes on your manuscript.

The worked-example approach is a well-established method to foster initial cognitive skill acquisition (e.g., Sweller et al., 2019 ). This approach usually involves four stages (Renkl, 2014 ; see also van Gog et al., 2020 ). First, learners are provided with instructional explanations that communicate basic knowledge on new principles and concepts. In terms of models of cognitive skill acquisition (e.g., Anderson, 1982 ; VanLehn, 1996 ), this stage corresponds with the early phase , in which learners need to gain a basic understanding of the learning content. Second, learners receive multiple worked examples that illustrate how the principles and concepts can be used to solve problems and are engaged in self-explaining the examples. After they have studied and self-explained the worked examples, learners turn to problem-solving in the third stage. As does studying worked examples, initial problem-solving also serves the theoretical function of supporting learners in understanding the rationale of the solutions. Hence, both studying worked examples and initial problem-solving correspond with the intermediate phase of cognitive skill acquisition, which focuses on learning how the principles and concepts can be used to solve concrete problems (see Renkl, 2014 ). In the fourth stage, learners practice problem-solving extensively. This stage, which corresponds with the late phase of cognitive skill acquisition, is mainly focused on enhancing problem-solving speed and accuracy.

The transition from the third to the fourth stage is hence accompanied by a change in the main learning goal. It changes from understanding the rationale of solutions (Stage 1–3) to enhancing the accuracy and speed of problem-solving (Stage 4). Thus, at least when learners navigate through these stages in a self-regulated manner, it is crucial that learners accurately self-assess their level of understanding after the initial problem-solving, because they should proceed to Stage 4 only when their level of understanding is sufficient. There is evidence that learners use their initial problem-solving performance to diagnose their level of understanding (e.g., Foster et al., 2018 ). It is also found that learners decide to engage in further problem-solving (i.e., proceeding to Stage 4) too often (see Foster et al., 2018 ), which likely reflects the widespread finding that learners’ self-assessments tend to be inaccurate (for recent meta-analytical findings, see León et al., 2023 ).

The present study’s main goal was to investigate how self-assessment accuracy in the initial problem-solving phase of cognitive skill acquisition through learning from worked examples could be optimized. Specifically, we were interested to explore whether self-assessment accuracy increased when learners were prompted to infer their self-assessments from their ability to explain the rationale of the problems’ solutions (i.e., explanation-based cues ) rather than from their problem-solving performance (i.e., performance-based cues ). Furthermore, we tested whether informing learners about to-be-monitored cues already before the problem-solving phase enhanced self-assessment accuracy.

Cognitive Skill Acquisition Through the Worked-Example Approach

Based on the worked example effect (Sweller & Cooper, 1985 )―one of the first effects postulated by cognitive load theory (see Sweller et al., 1998 )―the worked-example approach has been developed and become one of the prominent and widely used procedures to foster cognitive skill acquisition (e.g., Atkinson, 2002 ; Foster et al., 2018 ; Hefter et al., 2014 ; Kölbach & Sumfleth, 2013 ; Rawson et al., 2020 ; Schworm & Renkl, 2007 ; van Gog et al., 2008 ; for an overview, see also Renkl, 2014 ). This approach usually involves four stages and relates to two important learning goals (see Fig.  1 ).

Cognitive skill acquisition through the worked-example approach of example-based learning

The first important learning goal is to understand the rationale of solutions for the problems to be solved with the respective cognitive skill. This goal is pursued in the first three stages―the present study focuses on these stages. In the first stage, learners receive instructional explanations that communicate basic knowledge concerning the principles and concepts on which the cognitive skill is based (see Wittwer & Renkl, 2010 ). For instance, when learners acquire the cognitive skill of solving mathematical urn model problems , which relate to the calculation of probabilities of combinations of random events (e.g., events in repeated dice rolling or drawing objects from a vessel such as an urn), instructional explanations could explain stochastic principles concerning the order of events (i.e., order is relevant or irrelevant) and concerning the replacement of events after they have been removed from the urn (i.e., with or without replacement). Hence, such explanations cover the four stochastic principles of order relevant/with replacement, order relevant/without replacement, order irrelevant/with replacement, and order irrelevant/without replacement (see Berthold & Renkl, 2009 ; Schalk et al., 2020 ). In terms of models of cognitive skill acquisition (e.g., VanLehn, 1996 ), this first stage can be mapped on the early phase , which relates to gaining a basic understanding of the content that is to be learned.

In the second stage, learners receive multiple worked examples that illustrate how the previously explained basic knowledge can be used to solve problems. This stage directly relates to supporting learners in understanding the rationale of the solution procedure. More specifically, in this step, learners engage in generative learning activities that are targeted at understanding how the basic knowledge acquired in the first stage can be used to explain or justify solution steps (e.g., Hefter et al., 2015 ; Nokes et al., 2011 ; Roelle et al., 2017 ). Unfortunately, learners often do not sufficiently engage in such self-explaining of worked examples on their own (e.g., Chi et al., 1989 ; Renkl, 1997 ). Consequently, worked examples are frequently provided together with self-explanation prompts that explicitly require learners to engage in relating the worked examples to the previously provided instructional explanations (e.g., Atkinson et al., 2003 ; Conati & VanLehn, 2000 ; Hefter et al., 2015 ; Schworm & Renkl, 2007 ). In the case of the cognitive skill of solving mathematical urn model problems , for example, such self-explanation prompts could require learners to explain which of the solution’s features reflect whether the sequence of events is relevant or irrelevant, and which features reflect whether events are replaced.

In the third stage, learners turn to problem-solving. Note that this initial problem-solving phase targets the same learning goal as the previous stage. That is, the theoretical function of the initial problem-solving is to support learners in deeply understanding the rationale of the solution procedures (see Renkl, 2014 ). Hence, both the second and third stages of the procedure relate to the intermediate phase of cognitive skill acquisition (see VanLehn, 1996 ), which focuses on learning how the basic principles and concepts can be used to solve concrete problems (Renkl, 2014 ). Other than the worked examples, however, the initial problem-solving likely serves a secondary function beyond the deepening of learners’ understanding by applying and refining the acquired schemata. Specifically, the early problem-solving may also serve the function of helping learners to self-assess their level of understanding of the to-be-learned solution rationales. If learners realize they have not understood how to solve the examples on their own, they can turn back to studying the worked examples (for a similar notion from research on learning from example-problem sequences, see van Gog et al., 2020 ).

In the fourth stage, like in the third stage, learners engage in problem-solving. Other than in Stage 3, however, the main learning goal is not to foster understanding the problem-solving procedure’s rationale. Rather, the main learning goal in Stage 4 is to enhance the speed and accuracy of problem-solving (see Renkl, 2014 ). That is, once learners have formed a quality problem-solving schema or multiple schemata through the first three stages, enhancing the efficiency of the schema(ta) is key. Accordingly, this stage corresponds with late phases of cognitive skill acquisition. Although to date it is generally unclear how many problems learners need to solve at what times to effectively consolidate the acquired schemata (e.g., Rawson et al., 2020 ; see also Rawson & Dunlosky, 2022 ), this stage is considered the end of the approach of learning from worked examples.

A wealth of previous research has dealt with optimizing this approach. These studies investigated instructional support measures that related to single stages as well as to transitions between the stages. In terms of support measures associated with single stages, previous research has, for example, investigated prompts to enhance deep processing of the basic instructional explanations (Stage 1; e.g., Roelle et al., 2017 ) or prompts to elicit self-explanations during processing the worked examples (i.e., Stage 2; e.g., Berthold et al., 2009 ). In terms of supporting the transitions between stages, previous research has, among other aspects, analyzed the degree and difficulty of required retrieval of previously processed principles and concepts from memory when learners transition from processing the instructional explanations to studying worked examples (i.e., Stage 1 → Stage 2; e.g., Roelle & Renkl, 2020 ; see also Hiller et al., 2020 ) or on fading worked examples to transition from worked examples to (initial) problem-solving (i.e., Stage 2 → Stage 3; e.g., Foster et al., 2018 ; Renkl et al., 2004 ).

Despite this wealth of research that contributed to optimizing learning from worked examples, however, there is still room for optimization. Such optimization potential lies, for example, in the initial problem-solving phase (i.e., Stage 3). At least when learners navigate the example-based sequence in a self-regulated manner, they need to self-assess their level of understanding of the solution procedure in this phase. (Accurate) self-assessment helps to decide whether to turn back to worked-example study (Stage 2) or proceed with more problem-solving (Stage 4). A study by Foster et al. ( 2018 ), however, found that learners tend to proceed to Stage 4 too early, which detrimentally affects learning outcomes. One potential explanation for this suboptimality is that in the initial problem-solving phase, learners infer their self-assessments from cues of relatively low diagnosticity.

The Role of Cue Utilization in Self-Assessment in the Initial Problem-Solving Phase

Inaccurate student self-assessment and its consequences have attracted a great deal of attention in recent years (e.g., Alexander, 2013 ; de Bruin & van Gog, 2012 ; de Bruin & van Merriënboer, 2017 ; León et al., 2023 ; Panadero et al., 2016 ; Waldeyer et al., 2023 ). One theoretical model explaining how learners form self-assessments and why they are often inaccurate is the cue-utilization framework (Koriat, 1997 ). According to this framework, learners infer their self-assessments from cues , which they can monitor during learning. For example, such cues could be the fluency with which learners solve certain problems, the degree to which they can retrieve previously studied information from memory, or their interest in the topic (e.g., Thiede et al., 2010 ). The accuracy of learners’ self-assessments is therefore thought to depend on the degree to which the utilized cues are diagnostic (i.e., predictive) in the respective context (see de Bruin et al., 2017 ). Hence, inaccurate self-assessments are assumed to result from cues of low diagnosticity, which is supported by a wealth of findings concerning learners’ cue utilization in different settings (e.g., in problem-solving, see, e.g., Ackerman et al., 2013 ; Baars et al., 2014a , b , 2017 ; Oudman et al., 2022 ; in learning from texts, see, e.g., de Bruin et al., 2017 ; Endres et al., 2023 ; van de Pol et al., 2021a ; Waldeyer & Roelle, 2023 ; for overviews, see Prinz et al., 2020 ; Thiede et al., 2010 ; van de Pol et al., 2021b ).

Findings by Foster et al. ( 2018 ) indicate that in the initial problem-solving phase of learning from worked examples, learners infer their self-assessments from their (perceived) problem-solving performance. At first glance, using this cue appears to be sensible, as this cue is highly salient and hence likely easy to monitor during problem-solving. If a learner has acquired a high level of understanding, this should be reflected in good problem-solving performance and hence the cue of problem-solving performance should be highly diagnostic. In support of this notion, Baars et al. ( 2014a , b ) found that self-assessments made by primary school students were more accurate when learners could monitor their performance on a practice problem after worked-example study when learning about addition and subtraction problems as compared to monitoring their performance after studying worked examples without subsequent problem-solving. However, at second glance, the diagnosticity of the cue of problem-solving performance might depend on how learners solved the problems. When learners have not yet reached a sufficient level of understanding, they search for solutions via shallow strategies, for example, a copy-and-adapt strategy (i.e., copying the solution procedure from a presumably similar problem and adapting just the numbers; VanLehn et al., 2016 ), a keyword strategy (i.e., selecting a solution procedure by a keyword in the cover story of a problem (Karp et al., 2019 ), or means-end analyses without schema construction efforts (Salden et al., 2010 ; see also Renkl, 2014 ). Such shallow problem-solving strategies often result in correct solutions (e.g., Karp et al., 2019 ), which, in turn, may lead to performance cues that might be misleading with respect to learning in the sense of understanding. Such shallow strategies are also very resource-intensive, and their effectiveness depends on variable features of the to-be-solved problems (e.g., on whether the to-be-solved problem is actually structurally similar to the one from which the solution is adapted). Hence, success on shallowly solved problems might not be a reliable predictor of future performance on isomorphic problems. Rather, the diagnosticity of the cue of problem-solving performance should be relatively low in this case. In support of this notion, Baars et al. ( 2014a , b ) found that providing learners with the correct solution to a problem as a standard for comparison improved learners’ self-assessments only for identical problems and not for isomorphic problems. These findings suggest that learners might have inferred their self-assessments from surface features of the problems they practiced instead of from structural features such as their understanding of the solution procedure.

On a more general level, the outlined line of reasoning concerning the potentially suboptimal diagnosticity of problem-solving performance as a cue is in line with desirable difficulties research (e.g., Soderstrom & Bjork, 2015 ). This research, the core of which relates to the counterintuitive finding that learning activities that slow down improvement or even hinder performance during learning often produce superior long-term learning, indicates that learners often mix up performance (e.g., problem-solving success) and learning (e.g., the level of understanding of the to-be-learned principles and concepts) when judging their progress in studying (Soderstrom & Bjork, 2015 ; see also Endres et al., 2024 ). For example, Rohrer and Taylor ( 2007 , Exp. 2) found in mathematics learning that learners who studied different problem types in a mixed (i.e., interleaved) sequence learned more than learners who studied blocked sequences, as indicated by a 1-week delayed posttest. The performance during learning, however, was higher on part of the learners with blocked sequences. Hence, like in the outlined case of shallow solution procedures in learning from worked examples, the diagnosticity of the cue of performance during learning would have been relatively low.

An alternative cue from which learners could infer the degree to which they have understood the to-be-learned knowledge or mastered the to-be-acquired cognitive skill at the end of Stage 3 of the worked-example sequence could be their ability to explain how the problems should be solved. There is evidence which suggests that the quality of self-explanations is predictive of learners’ level of understanding in example-based learning (e.g., Hefter et al., 2015 ; Otieno et al., 2011 ; Roelle & Renkl, 2020 ). However, like solving problems, explaining problem-solving procedures can be done in a shallow way as well. For example, when learners who used shallow strategies to solve problems are prompted to infer their self-assessments from the ability to explain how the problems should be solved, they might believe that explanations of their shallow strategies would suffice. Although this case might be relatively rare as learners likely know that their strategy is hardly aligned with how the problems should be solved ideally, explanation-based cues, like performance-based cues, might be of low diagnosticity as well in some cases.

In view of the outlined arguments concerning performance-based and explanation-based cues and the available empirical evidence, it is hard to predict with some certainty whether the one or other type of cue would result in better self-assessment accuracy in the initial problem-solving phase in learning from worked examples. Regardless of the type of cue from which the self-assessments are inferred, however, self-assessment accuracy should be higher when learners monitor the respective cue from the beginning of the problem-solving phase rather than reconstruct the cue only after problem-solving. A promising means to enhance self-assessment accuracy could hence be to inform learners about the to-be-monitored cue already at the beginning of the problem-solving phase. Surprisingly, however, to date, the effects of the point in time at which learners are informed about the cue from which they should infer their self-assessments have largely been ignored in research on self-assessment accuracy.

It is important to highlight that informing learners before the initial problem-solving phase about the cue to use for monitoring might entail not only beneficial effects but could have negative side effects as well. There is evidence that monitoring requires mental effort (e.g., Froese & Roelle, 2022 ; Panadero et al., 2016 ). When the task of problem-solving imposes high cognitive load, the additional mental effort required for monitoring could compromise learners’ performance in the initial problem-solving phase (e.g., Valcke, 2002 ; see also van Gog et al., 2011 ). This, in turn, could decrease the diagnosticity of the cue of problem-solving performance, as the low performance would be due to the requirement to attend to certain cues for monitoring and not to insufficient understanding. An alternative effect of too high cognitive load could be that learners disengage from monitoring the respective cue, which should also decrease self-assessment accuracy but not compromise problem-solving performance. A third potential consequence of high cognitive load could be that learners infer that they are not learning well. There is evidence that learners infer self-assessments from perceived mental effort such that self-assessments decrease as subjective mental effort increases (see Baars et al., 2020 ). If learners would lower their self-assessments because of high experienced mental effort and their problem-solving performance would be compromised by the high perceived mental effort as well, informing learners about the to-be-monitored cues before problem-solving could increase self-assessment accuracy, but for unintended reasons. In investigating effects of the point in time at which learners are informed about the to-be-monitored cues, it is hence crucial to also analyze effects on cognitive load (i.e., mental effort) and problem-solving performance and relations between cognitive load and self-assessments in order to test for such unintended mechanisms (see also the Effort Monitoring and Regulation (EMR) Framework by de Bruin et al., 2020 ).

Experiment 1

In Experiment 1, we addressed two main research questions with respect to understanding and optimizing self-assessment accuracy in cognitive skill acquisition by the approach of learning from worked examples.

Research Question 1: Does self-assessment accuracy at the end of the initial problem-solving phase (i.e., Stage 3), where learners need to be aware whether they have already understood the rationale behind the solution procedure, depend on whether learners were prompted to infer their self-assessments from explanation-based cues or from performance-based cues?

Research Question 2: Does informing learners about the type of to-be-monitored cues already before the problem-solving phase increase self-assessment accuracy as compared to informing learners only after the problem-solving phase?

We also addressed the outlined potential unintended effects of informing learners about the to-be-monitored cue already before the problem-solving phase. Specifically, in Research Question 3, we pursued the following questions:

Research Question 3: Does informing learners about the type of to-be-monitored cues already before the problem-solving phase affect mental effort and performance in the problem-solving phase? Do learners’ mental effort ratings und learners’ self-assessments correlate? Do these potential correlations differ between learners with and without up-front information about the to-be-monitored cue?

Sample and Design

As we were interested in effects relevant for educational practice, we used the lower limit of a medium effect size ( η p 2  = 0.06; further parameters: α  = 0.05, β  = 0.20) as the basis for our a priori power analysis. This power analysis, which was conducted with G*Power 3.1.9.3 (Faul et al., 2007 ), was fitted for a 2 × 2 between-subjects ANOVA and yielded a required sample size of N  = 128. Hence, we recruited N  = 135 university students from different universities in Germany (73.3% female; M Age  = 26.37 years, SD Age  = 7.25 years) majoring in various disciplines. We excluded one participant who reported being diagnosed with dyscalculia and five participants who achieved a score higher than 90% on the pretest. Our final sample comprised 129 university students (73.6% female; M Age  = 26.01 years, SD Age  = 6.66 years).

All learners were instructed on the cognitive skill of solving mathematical urn model problems , which relate to the calculation of probabilities of combinations of random events (e.g., events in repeated dice rolling), by means of learning from worked examples. Hence, all learners first received basic instructional explanations about stochastic principles (Stage 1) and were then given four worked examples together with self-explanation prompts (Stage 2). In the third stage, all learners were to solve four mathematical urn model problems (Stage 3) and then self-assess how well they understood the solution rationales. The experimental manipulation took place during this initial problem-solving phase. Specifically, we varied whether the learners were prompted to infer their self-assessments from performance-based cues or from explanation-based cues (i.e., factor of prompted cue type ). Furthermore, we varied whether learners were or were not informed about the to-be-monitored cue at the beginning of the problem-solving phase (i.e., factor of timing of cue prompt ). Hence, the experiment followed a 2 × 2 factorial between-subject design. The participants were randomly assigned to the conditions.

The participation was compensated with online vouchers worth 15€. The experiment was approved by the ethics committee of Ruhr University Bochum (No. EPE-2022–027). We collected written informed consent from all participants.

Stages 1 and 2: Introductory Instructional Explanations and Worked Examples

In the first stage of the example-based learning procedure, all participants were asked to carefully read basic instructional explanations that covered stochastic principles concerning mathematical urn models. Specifically, we used a slightly adapted version of the instructional explanations used by Berthold and Renkl ( 2009 ) and Schalk et al. ( 2020 ). The instructional explanations introduced the concepts of probability of (a) an event in a single-stage experiment, (b) a sequence of events in multistage experiments, and (c) multiple sequences of events in multistage experiments. Furthermore, the instructional explanations covered four stochastic principles capturing situations in which the order of an event is relevant or irrelevant and in which events are removed for the next experiment and are then either returned or kept outside of it (i.e., with/without replacement). At the end of this introduction, the participants were shown a table in which the four stochastic principles were listed and illustrated (see Fig.  2 ).

Screenshot of the table on the four stochastic principles (translated from German)

After reading the basic instructional explanations, that is, in the second stage, the participants were provided with four worked examples in which the four stochastic principles were embedded in different contexts. Each worked example contained a question, a colored diagram that illustrated the calculation path, and a mathematical calculation including the solution and answer. Self-explanation prompts accompanied the worked examples in order to scaffold deep processing (Chi & Bassok, 1989 ; Renkl, 2014 ; see Fig.  3 for a worked example illustrating the principle “order relevant/without replacement” and the self-explanation prompt). The worked examples were shown to all participants in the same order.

Illustration of a worked example with self-explanation prompt (translated from German)

Stage 3: Initial Problem-Solving Phase

In the third stage of the example-based learning procedure, the learners turned to problem-solving. Specifically, all participants were provided with four problems to be solved. Each problem was provided on an individual page and learners had access to a tool for calculations and a box in which they could write notes. Each problem dealt with one of the four stochastic principles studied beforehand (see Fig.  4 ). The problems were shown to all participants in the same order.

Screenshot of a problem-solving task (translated from German)

The experimental manipulations took place during this initial problem-solving phase. After having worked on all four problems, all participants were required to self-assess their level of understanding of the rationales of the four problems’ solutions. In view of the notion that the required level of understanding at the end of the initial problem-solving phase relates to both understanding of the abstract principles and understanding of how to solve concrete problems, learners were posed two questions. First, all learners were asked “how well did you understand the four types of combinations of random events?” (i.e., the four stochastic principles) with the answer scale ranging from 0% (not at all) to 100% (very good). Second, all learners were asked “how well can you solve problems about the four types of random-event combinations?” with the answer scale ranging from 0% (not at all) to 100% (very good). Depending on the prompted cue type , learners were asked to infer their self-assessments from “how well you were able to solve the four problems you just completed” (i.e., performance-based cues) or from “how well you could explain how the four problems you just completed are solved” (i.e., explanation-based cues).

The factor timing of cue prompt related to the instruction that was provided at the beginning of the problem-solving phase. The learners in the conditions who were informed about the prompted cue type already at the beginning of the problem-solving phase received the following instruction: “In the following, you are to solve four problems on the four types of stochastic principles on your own. In doing so, please pay attention to how well you can solve the problems” (i.e., performance-based cue condition), or “[…] how well you can explain how the problems are solved” (i.e., explanation-based cue condition). “You will need this information afterwards.” By contrast, the learners in the conditions who were informed about the prompted cue type only after problem-solving were simply told that “in the following, you are to solve four problems on the four types of stochastic principles on your own.”

Instruments and Measures

To assess the participants’ prior knowledge on stochastics, we used a pretest containing six questions. Two of these questions were multiple-choice-single-select questions and four required an open answer. The open answers were scored by two independent raters applying a scoring protocol. Interrater reliability as determined by the intraclass coefficient with measures of absolute agreement was very good, ICC > 0.85. The pretest score was obtained by calculating the ratio of the theoretical maximum number of points. These scores were then converted into percentage values (i.e., 0–100%). Internal consistency was acceptable, ω  = 0.72.

Performance in the Initial Problem-Solving Phase

The learners’ solutions to the four problems in the initial problem-solving phase (Stage 3) were scored by two independent raters using a scoring protocol. Interrater reliability as determined by the intraclass coefficient with measures of absolute agreement was very good (ICC > 0.85).

Self-Assessments

In learning from worked examples, the required level of understanding at the end of the initial problem-solving phase relates to both understanding of the abstract principles and to understanding of how to solve concrete problems (see Renkl, 2014 ). Accordingly, we asked learners to self-assess how well they thought they understood the four types of combinations of random events and how well they thought they could solve problems about the four types of random-event combinations (0% = not all to 100% = very good). These two self-assessments correlated strongly ( r  = 0.87, p  < 0.001). Hence, we aggregated them to determine the self-assessed level of understanding (0–100%).

To assess the participants’ level of actual understanding concerning the four types of stochastics problems, we designed a posttest containing ten questions. Four of these questions were problem-solving tasks that were isomorphic to the problems provided in the initial problem-solving phase. Of the further six questions, two related to transfer problems that went beyond the problems provided in the initial problem-solving phase and four were designed to assess the learners’ level of understanding on an abstract level (e.g., “You roll a dice three times in a row and aim to roll two sixes and a single one in random order. How would you characterize this problem in terms of ‘order relevance’ and ‘replacement’?”).

All questions were scored by two independent raters applying a scoring protocol. Interrater reliability was very good for all tasks (all ICCs > 0.85). The final posttest scores were obtained by averaging the scores of all ten questions (i.e., 0–100%; ω  = 0.83).

Self-Assessment Accuracy

We calculated absolute accuracy to determine the accuracy of learners’ self-assessments. Specifically, we used the formula proposed by Schraw ( 2009 ) and computed the squared deviation between learners’ self-assessments and their performance on the posttest. It is important to highlight that our original plan was to use the deviation between learners’ self-assessments and the overall posttest performance to determine absolute accuracy. A thoughtful comment of an anonymous reviewer, however, highlighted that as the learners’ self-assessments were explicitly related to the four types of problems (see above), the accuracy measure would only make sense when a posttest performance of 100% would reflect fully accurate performance on the four types of problems. For determining absolute accuracy, we hence used only the learners’ performance on the four problems that were isomorphic to the problems that were provided in the initial problem-solving phase. Scores closer to zero indicate better absolute accuracy (theoretical minimum, 0; theoretical maximum, 10,000).

Mental Effort

Subjective mental effort invested in the problem-solving phase was assessed by asking participants to judge the mental effort they invested in the problem-solving phase after each problem on a 9-point Likert scale (i.e., higher scores represent higher mental effort). The question’s wording was adapted from scales for assessing mental effort (see Paas, 1992 ; Paas et al., 2003 ). For the later analyses, the four ratings were averaged ( ω  = 0.95).

This experiment was conducted in an online learning environment on https://www.unipark.com , which participants accessed from their own devices. First, participants gave general information on gender, age, grade point average in high school (HSGPA), and dyscalculia, and then worked on the pretest. Afterwards, they went through the example-based learning sequence in a self-paced manner. The experimental manipulation took place during the initial problem-solving phase (i.e., Stage 3 of the sequence). That is, learners in the conditions who were informed about the prompted cue type before problem-solving were informed about the to-be-monitored cue type at the beginning of the problem-solving phase and, when they were to self-assess their level of understanding at the end of the phase, we varied whether learners were prompted to infer their self-assessments from performance-based or from explanation-based cues. Finally, all participants took the posttest.

The descriptive results are found in Table  1 .

Preliminary Analyses

In the first step, we tested whether the random assignment resulted in comparable groups. Applying Bayesian ANOVAs with a JZS prior, we were able to find strong evidence for non-existing differences (null hypothesis) between the groups concerning gender distribution, BF 01  = 16.66, and HSGPA, BF 01  = 21.71. We found anecdotal evidence for non-existing differences regarding prior knowledge, BF 01  = 2.52, and age, BF 01  = 1.31. Overall, these results indicate that the random assignment resulted in comparable groups.

In view of the notion that differences in self-assessment accuracy can simply result from effects of support measures on performance (e.g., when a support measure fosters performance, overestimation of performance becomes less likely, which can increase self-assessment accuracy, see Froese & Roelle, 2023 ), we also analyzed whether the groups differed concerning performance on the posttest. Bayesian ANOVAs showed substantial evidence for non-existing differences regarding the overall posttest score, BF 01  = 4.78, as well as regarding the performance on the four problems that were isomorphic to the problems that were provided in the initial problem-solving phase, BF 01  = 8.11. Hence, the effects on self-assessment accuracy found in the present study (see below) cannot be attributed to effects of the support measures on posttest performance.

Effects on Self-Assessment Accuracy

We tested whether prompting learners to infer their self-assessments from explanation-based cues or performance-based cues led to differences concerning self-assessment accuracy (Research Question 1). We addressed this research question by determining the main effect of prompted cue type in a 2 × 2 ANOVA with the factors prompted cue type and timing of cue prompt . We found a statistically significant main effect of prompted cue type, F (1, 125) = 6.45, p  = 0.012, η p 2  = 0.05. The groups that were prompted to utilize performance-based cues showed better self-assessment accuracy (i.e., values closer to zero).

In Research Question 2, we were interested in whether informing learners about the type of to-be-monitored cue already before the problem-solving phase would increase self-assessment accuracy as compared to informing learners only after the problem-solving phase. We addressed this research question by determining the main effect of timing of cue prompt . In support of our assumption, the 2 × 2 ANOVA revealed that the groups that were informed about the to-be-monitored cue already before the problem-solving phase showed better self-assessment accuracy, F (1, 125) = 4.09, p  = 0.046, η p 2  = 0.03.

For exploratory purposes, we also analyzed whether there was an interaction between the two factors concerning self-assessment accuracy. The ANOVA, however, did not reveal a statistically significant interaction effect, F (1, 125) = 0.10, p  = 0.758, η p 2  < 0.01.

Effects on Mental Effort and Performance During Problem-Solving

In Research Question 3, we tested whether the point in time when learners were informed about the to-be-monitored cue would affect mental effort and performance in the problem-solving phase. Furthermore, we determined the correlations between mental effort und learners’ self-assessments, which might indicate that learners used cognitive load as a cue in self-assessments and whether these correlations would differ between learners with and without up-front information about the to-be-monitored cue. We addressed the first part of this research question by determining the main effect of timing of cue prompt in a 2 × 2 ANOVA with the factors prompted cue type and timing of cue prompt . In terms of mental effort, the ANOVA did not reveal a statistically significant main effect of timing of cue prompt, F (1, 125) = 0.96, p  = 0.330, η p 2  < 0.01. We also examined the main effect of prompted cue type and the interaction between the two factors. However, none of these effects was statistically significant, F (1, 125) = 0.01, p  = 0.906, η p 2  < 0.01, and F (1, 125) < 0.01, p  = 0.958, η p 2  < 0.01, respectively.

In terms of problem-solving performance, we found a similar pattern of results. There was no main effect of timing of cue prompt, F (1, 125) = 1.03, p  = 0.311, η p 2  < 0.01, and also no main effect of prompted cue type and no interaction effect, F (1, 125) < 0.01, p  = 0.975, η p 2  < 0.01, and F (1, 125) = 0.56, p  = 0.457, η p 2  < 0.01.

To address the second part of Research Question 3, we determined the correlations between mental effort and self-assessments for the learners with and without information on the cue at the beginning of the problem-solving phase. For both learners with and without cue information before problem-solving, there was a statistically significant negative correlation between mental effort and self-assessments, r  =  − 0.29, p  = 0.012, and r  =  − 0.27, p  =  − 0.048. A Fisher’s z -test did not indicate a statistically significant difference between these correlations, z  = 0.17, p  = 0.431. This finding suggests that informing learners about the to-be-monitored cue in advance did not affect the degree to which learners inferred their self-assessments from the unspecific cue of cognitive load during problem-solving.

With regard to Research Question 1, we found that prompting learners to infer their self-assessments from performance-based cues fostered absolute accuracy (i.e., resulted in more accurate self-assessments) in comparison to prompting learners to infer their self-assessments from explanation-based cues. One explanation for this finding is as follows. Potentially, the learners who were prompted to utilize performance-based cues hardly accidentally solved the problems correctly by means of shallow strategies although they did not understand the solution rationale. Hence, problem-solving performance was a highly diagnostic cue. Moreover, utilizing the explanation-based cue might have been difficult. Specifically, unlike the learners who were prompted to monitor their problem-solving performance, which is highly salient during problem-solving and probably familiar to learners, the learners who were prompted to monitor their ability to explain the solution procedures during problem-solving potentially did not know what exactly they were supposed to monitor or what type of explanation would be of high quality. Hence, the learners may not have known how to utilize the explanation-based cue.

In terms of Research Question 2, we found that the learners who were informed about the cue they were to monitor already before the problem-solving phase showed better self-assessment accuracy than their counterparts. One explanation for this finding is that when learners were informed about the to-be-monitored cue in advance, they were attending to the cue already during problem-solving, which was less error-prone than having to remember or reconstruct the cue only after having finished the problem-solving phase. The finding that informing learners about the to-be-monitored cue already before the problem-solving phase fostered self-assessment accuracy furthermore indicates that the instruction to attend to performance-based or explanation-based cues during problem-solving did not overload learners. In line with this assumption, we did not find a significant effect of the timing of the cue prompt concerning mental effort or performance in the problem-solving phase (Research Question 3). Also, the timing of the cue prompt did not affect the correlation between mental effort and self-assessments. Given that the level of mental effort was generally relatively low (i.e., M  = 5.37 on a 9-point Likert scale), this pattern of results suggests that the learners were not overwhelmed by the requirement to monitor certain cues during problem-solving, even when the learners were informed in advance about the to-be-monitored cue.

Experiment 2

The main purpose of Experiment 2 was to understand why prompting learners to infer their self-assessments from explanation-based cues results in lower self-assessment accuracy than prompting learners to infer their self-assessments from performance-based as well as to investigate how learners could be supported to exploit the potential of explanation-based cues in learning from worked examples. As mentioned above, one explanation for the inferiority of explanation-based cues in Experiment 1 could be that learners lack knowledge about criteria for good or poor explanations of problem-solving procedures. In Experiment 2, we varied whether learners were provided with information that clarifies criteria for good or poor explanations or good or poor problem-solving performance, respectively (i.e., factor of cue criteria instruction ), as suggested by research on rubrics that transparently communicate assessment criteria to learners (for a recent overview, see Panadero et al., 2023 ; see also Panadero et al., 2024 ).

However, the beneficial effects of communicating assessment criteria to learners found in rubrics research were all found in settings in which learners were explicitly engaged in the task or activity whose quality they were to assess with the help of rubrics. In the initial problem-solving phase of example-based learning, however, it is reasonable to assume that learners hardly engage in explaining. Hence, learners may have not or only scarcely engaged in the activity whose quality they should assess with the help of rubrics. The guidance offered by rubrics, which communicate criteria for good or poor explanations, could thus be insufficient for improving the effects of explanation-based cues on self-assessment accuracy. Rather, to exploit the potential of explanation-based cues, learners might additionally need to be engaged in explanation activities during problem-solving. In Experiment 2, we hence also varied whether learners received self-explanation prompts in the problem-solving phase. Against this background, we addressed the following research questions in Experiment 2.

Research Question 1: Does the effect of the prompted cue type (performance-based vs. explanation-based) on self-assessment accuracy depend on whether learners are provided with criteria that help them interpret the cues and engaged in self-explanation activities during problem-solving?

In particular, we were interested in whether learners who are prompted to infer their self-assessments from explanation-based cues would exploit the potential of these cues and hence catch up or even outperform learners who are prompted to infer their self-assessments from performance-based cues only when they were both informed about criteria and engaged in self-explanation activities during problem-solving. Based on the findings of Experiment 1, we assumed that learners who are prompted to infer their self-assessments from performance-based cues would already be familiar with these cues and hence scarcely benefit from being informed about criteria for good problem-solving performance; they might even be hindered by being engaged in self-explanation activities, because it could distract them from monitoring their performance. We hence expected a three-way interaction between type of cue prompt , cue criteria instruction , and explanation prompts during problem-solving .

Like in Experiment 1, we were furthermore interested in whether the support measures that were implemented before or during the problem-solving phase affect mental effort and performance in the problem-solving phase.

Research Question 2: Does cue criteria instruction affect mental effort and performance in the problem-solving phase?

Research Question 3: Do self-explanation prompts affect mental effort and performance in the problem-solving phase?

The effect of prompted cue type was of small-to-medium size in Experiment 1 (i.e., η p 2  = 0.05). A power analysis using this effect size and an α -level of 0.05 and a β -level of 0.20 yielded a required sample size of N  = 152. This power analysis was fitted for detecting the main effects of the above-mentioned size in a 2 × 2 × 2 ANOVA, which corresponded with the design of Experiment 2 (see below). To increase statistical power, we decided to oversample and recruit N  = 268 German university students (72.4% female, 0.7% diverse; M Age  = 23.93 years, SD Age  = 4.03 years) majoring in various disciplines. We excluded one participant who reported having dyscalculia; 15 participants achieved a score higher than 90% in the pretest. Our final sample comprised 252 university students (72.6% female; M Age  = 23.90 years, SD Age  = 3.94 years). By this sample size, a power of 95% (i.e., β -level of 0.05) could be established in Experiment 2.

Like in Experiment 1, all learners were instructed on the cognitive skill of solving mathematical urn model problems . Again, the experimental manipulations took place during the initial problem-solving phase (i.e., Stage 3). As in Experiment 1, we varied whether the learners were prompted to infer their self-assessments from performance-based cues or from explanation-based cues (i.e., factor of prompted cue type ). Other than in Experiment 1, all learners were informed about the to-be-monitored cue already at the beginning of the problem-solving phase. We also varied (1) whether at the beginning of the problem-solving phase learners received instruction on criteria that should be met for a cue to indicate high quality (i.e., factor of cue criteria instruction ) and (2) whether learners were prompted to explain their solutions while problem-solving (i.e., factor of self-explanation prompts ). Hence, the experiment followed a 2 × 2 × 2 factorial between-subject design. Participants were randomly assigned to the conditions.

Written informed consent was obtained from all participants, and their voluntary participation was compensated with 20 Euros. The experiment was approved by the ethics committee of Ruhr University Bochum (No. EPE-2022–027).

Stage 1 and 2: Introductory Instructional Explanations and Worked Examples

The introductory instructional explanations and worked examples were the same as in Experiment 1.

All participants were provided with the same four stochastic problems as in Experiment 1. The experimental manipulations took place during this initial problem-solving phase. Once the participants had worked on all four problems, they were required to self-assess their level of understanding of the rationales of the problems’ solutions with the same two questions as in Experiment 1. Dependent on the factor of prompted cue type , learners were asked to infer their self-assessments from “how well you were able to solve the four problems you just completed” (i.e., performance-based cue) or from “how well you could explain how the four problems you just completed are solved” (i.e., explanation-based cue). All participants were informed about the to-be-monitored cue at the beginning of the initial problem-solving phase.

The learners who were provided with further support on how to utilize the prompted cue received instruction on criteria of high-quality explanations/performance (i.e., cue criteria instruction ). Specifically, the participants who were prompted to infer their self-assessments from performance-based cues received the following cue criteria instruction: “A complete and therefore very good solution means that you are able to successfully perform all necessary steps to solve the specific problem. A very poor solution, on the other hand, means that you are unable to perform any of the steps needed to solve the specific problem.” By contrast, the learners who were prompted to infer their self-assessments from explanation-based cues received the following cue criteria instruction: “A very good explanation means that you are able to explain why the specific task could be characterized as relevant/irrelevant and with/without replacement. Furthermore, a very good explanation shows that you are able to explain for which aspects of the solution approach, the type of stochastic principles plays a role and for what reason. Furthermore, a crucial aspect of a good explanation is the ability to clearly identify and articulate the specific areas within the solution approach where stochastic principles apply and the underlying reasons for their significance. A very poor explanation, on the other hand, would mean that you are unable to explain these aspects.”

The participants who were prompted to engage in self-explaining while problem-solving received a self-explanation prompt in conjunction with each of the four to-be-solved problems. The prompts required learners to explain “In which aspects of the solution approach does the task type play a central role, and for what reasons?” The learners should write their responses to the self-explanation prompts into a text box.

To assess the participants’ prior knowledge on stochastics, we posed the same pretest questions and applied the same scoring protocol as in Experiment 1. Interrater reliability was very good (ICC > 0.85) and internal consistency was acceptable, ω  = 0.67.

The problem-solving performance was scored via the same scoring protocol as in Experiment 1. Interrater reliability was very good (all ICCs > 0.85).

To assess the participants’ level of understanding concerning the four types of stochastics problems, we used the same posttest and scoring protocol as in Experiment 1. Interrater reliability was very good (all ICCs > 0.85). Internal consistency was very good as well, ω  = 0.85.

Self-Assessments and Self-Assessment Accuracy

Self-assessments of learners’ level of understanding were assessed by the same two questions as in Experiment 1, which again correlated strongly ( r  = 0.86, p  < 0.001) and were thus aggregated. Absolute accuracy was determined the same way as in Experiment 1.

As in Experiment 1, we asked participants to judge their subjectively invested mental effort while problem-solving after each problem on a 9-point Likert scale (i.e., higher scores represent higher mental effort) and averaged the ratings for further analyses ( ω  = 0.95).

As Experiment 1, Experiment 2 was conducted in an online learning environment on https://www.unipark.com , which participants accessed from their own devices. Until learners entered the initial problem-solving phase, the procedure was identical to Experiment 1.

The experimental manipulations took place during the initial problem-solving phase (i.e., Stage 3 of the sequence). Here, the participants were prompted to focus on either performance-based cues or explanation-based cues and were or were not provided with cue criteria instruction. In the conditions with self-explanation prompts, participants were asked to generate self-explanations while problem-solving. Participants could work on each problem as long as they wanted but could not return to a problem once they had clicked a button to proceed. Participants answered the question on mental effort after each problem. They then self-assessed their level of understanding, whereby we varied whether learners were prompted to infer their self-assessments from performance-based or explanation-based cues. Finally, all participants took the posttest.

The descriptive results are found in Table  2 .

Applying Bayesian ANOVAs, we found strong evidence for non-existing differences (null hypothesis) between the groups with regard to gender distribution, BF 01  = 29.72, HSGPA, BF 01  = 13.30, and prior knowledge, BF 01  = 39.77. We observed moderate evidence for non-existing differences with regard to age, BF 01  = 6.43. Overall, these results indicate that the random assignment resulted in comparable groups.

As in Experiment 1, we also tested whether the groups differed in their posttest performance. Bayesian ANOVAs showed substantial evidence for non-existing differences regarding the overall posttest score, BF 01  = 12.57, as well as regarding learner performance on the posttest tasks that were isomorphic to the tasks in the initial problem-solving phase, BF 01  = 5950.11. Hence, the effects on self-assessment accuracy found in the present study (see below) cannot be attributed to effects of the support measures on posttest performance.

To address Research Question 1, we ran a 2 × 2 × 2 ANOVA with the factors prompted cue type , cue criteria instruction , and self-explanation prompts . Most importantly, there was a statistically significant three-way interaction, F (1, 244) = 7.41, p  = 0.007, η p 2  = 0.03 (all other effects of the ANOVA were not statistically significant, all p  > 0.076). To explore the interaction pattern, in the first step, we analyzed the effects of prompted cue type and cue criteria instruction separately for the learners with and without self-explanation prompts.

For the learners without self-explanation prompts, a 2 × 2 ANOVA revealed a statistically significant main effect of prompted cue type, F (1, 118) = 4.01, p  = 0.048, η p 2  = 0.03. The learners who were prompted to use performance-based cues showed better absolute accuracy (i.e., values closer to zero). There was no statistically significant main effect of cue criteria instruction and also no statistically significant interaction, F (1, 118) = 0.14, p  = 0.705, η p 2  < 0.01, and F (1, 118) = 1.13, p  = 0.291, η p 2  = 0.01. For the learners with self-explanation prompts, by contrast, a 2 × 2 ANOVA did not yield a statistically significant main effect for prompted cue type, F (1, 126) = 0.17, p  = 0.678, η p 2  < 0.01. There was also no statistically significant main effect for cue criteria instruction, F (1, 126) = 0.31, p  = 0.579, η p 2  < 0.01. However, there was a statistically significant interaction effect, F (1, 126) = 8.37, p  = 0.005, η p 2  = 0.06 (for an illustration of the pattern of results, see Fig.  5 ).

Illustration of the effects of prompted cue type and cue criteria instruction for the learners with and without self-explanation prompts

In the next step, we explored the interaction effect between prompted cue type and cue criteria instruction for the learners with self-explanation prompts. We found that for the learners without cue instruction, performance-based cues yielded better absolute accuracy than explanation-based cues ( p  = 0.028, η p 2  = 0.08), whereas for the learners with cue instruction, explanation-based cues yielded better accuracy than performance-based cues ( p  = 0.044, η p 2  = 0.06).

In Research Questions 2 and 3, we were interested in whether cue criteria instruction and self-explanation prompts would affect mental effort and performance in the initial problem-solving phase. We addressed this research question by determining the main effects of these factors in a 2 × 2 × 2 ANOVA with the factors prompted cue type , cue criteria instruction , and self-explanation prompts . In terms of mental effort, the ANOVA revealed neither a statistically significant main effect of cue criteria instruction, F (1, 244) = 0.82, p  = 0.368, η p 2  < 0.01, nor a statistically significant main effect of self-explanation prompts, F (1, 244) = 1.94, p  = 0.165, η p 2  = 0.01. The only statistically significant effect yielded by this ANOVA was a statistically significant interaction between cue criteria instruction and self-explanation prompts, F (1, 244) = 4.70, p  = 0.031, η p 2  = 0.02. Self-explanation prompts increased mental effort for learners without cue instruction ( p  = 0.016, η p 2  = 0.05) but did not significantly affect mental effort for learners with cue instruction ( p  = 0.572, η p 2  < 0.01).

In terms of problem-solving performance, the ANOVA revealed neither a statistically significant main effect of cue criteria instruction, F (1, 244) = 1.92, p  = 0.167, η p 2  = 0.01, nor a statistically significant main effect of self-explanation prompts, F (1, 244) = 2.90, p  = 0.090, η p 2  = 0.01. In addition, none of the interactions effects was statistically significant, all p  > 0.064.

In terms of Research Question 1, we found that only when learners were provided with criteria that helped them to interpret the to-be-monitored cues and were engaged in self-explaining during problem-solving did the learners who were prompted to infer their self-assessments from explanation-based cues outperform their counterparts who were prompted to infer their self-assessments from performance-based cues in terms of self-assessment accuracy. When the learners who were prompted to infer their self-assessments from explanation-based cues received none or only one of these support measures, like in Experiment 1, prompting learners to use performance-based cues yielded higher self-assessment accuracy. One explanation for this pattern of results is that learners lack knowledge on how to interpret explanation-based cues and that learners scarcely engage in explaining during problem-solving on their own accord. Consequently, the learners who were prompted to monitor the highly salient cue of problem-solving performance, which likely was familiar to learners and hence easy to interpret, showed better accuracy when learners did not receive the supplementary support measures of cue criteria instruction and self-explanation prompts. Notably, even when the explanation-based learners received both support measures, their superiority over the performance-based learners in terms of self-assessment accuracy at least in part resulted from the fact that the self-explanation prompts appeared to hinder the learners who were prompted to monitor performance-based cues (see Fig.  5 ). Furthermore, two of the groups who were prompted to infer their self-assessments from performance-based cues, at least on a descriptive level, still showed lower absolute accuracy scores (i.e., better self-assessment accuracy) than the best-supported explanation-based group (see Table  2 ). Jointly, these results provide insight into how learners can be supported to exploit the potential of explanation-based cues in learning from worked examples and show that focusing learners on performance-based cues might be most efficient and effective.

General Discussion

The present study’s main goal was to investigate how self-assessment accuracy in the initial problem-solving phase of cognitive skill acquisition through learning from worked examples can be optimized. In particular, we were interested (a) in whether self-assessment accuracy would depend on whether learners were prompted to infer their self-assessments from explanation-based or performance-based cues and (b) in whether informing learners about the cue already before the problem-solving phase would matter. In view of Experiment 1’s results, we were furthermore interested (c) in whether learners can be supported in exploiting the potential of explanation-based cues through instruction on criteria for interpreting the cue and through prompting them to engage in self-explaining during problem-solving.

At least when learners did not receive further instructional support measures that helped them to monitor and utilize the cues, we found in both experiments evidence that prompting learners to infer their self-assessments from performance-based cues yields better self-assessment accuracy at the end of the initial problem-solving phase of learning from worked examples. From a theoretical view, we assumed that an advantage of performance-based cues would be that it is highly salient and that learners are familiar with this cue and that a disadvantage could be that learners could in some cases solve problems correctly although they did not understand the solution rationale (i.e., based on shallow problem-solving strategies), which would result in low diagnosticity. In terms of explanation-based cues, we assumed that they could be advantageous because self-explanation quality has been found to be a reliable predictor of learning outcomes in example-based learning and that a disadvantage could be that learners would believe that shallow explanations (e.g., explanations of shallow problem-solving strategies) could suffice. Across both experiments, we found clear evidence that prompting learners to infer their self-assessments from performance-based cues has the greatest net benefit regarding self-assessment accuracy. Furthermore, in Experiment 2, we found that the inferiority of explanation-based cues mainly stems from the facts that learners do not know when an explanation is of poor or good quality and that learners scarcely engage in explaining during problem-solving. Accordingly, the rubric-like information when an explanation is of high quality alone did not increase self-assessment accuracy. It is important to highlight, however, that this finding does not contradict the widespread finding that rubrics are helpful in student self-assessment (e.g., Krebs et al., 2022 ; Panadero et al., 2023 ). Rather, they highlight that when learners have not or only scarcely engaged in an activity or task, informing them about assessment criteria for the respective activity or task scarcely affects self-assessment accuracy. Importantly, our findings also highlight that engaging learners in an activity that is not aligned with the cues that are to be monitored detrimentally affects self-assessment accuracy. Evidently, at least when they also received cue criteria instruction, the learners who were to monitor performance-based cues were even hindered by the requirement to engage in self-explanation activities during problem-solving.

Jointly, these results indicate that, dependent on the presence of further support measures, prompting learners to infer their self-assessments from performance-based cues and prompting learners to infer their self-assessments from explanation-based cues can result in similar levels of self-assessment accuracy. However, in terms of efficiency, focusing learners on performance-based cues seems to be preferable. Unlike explanation-based cues, at least university students can readily utilize performance-based cues in forming self-assessments. Explanation-based cues, by contrast, require at least some further instructional support to result in similar levels of self-assessment accuracy.

The original motivation of the present study was to optimize self-assessment accuracy in learning from worked examples. Specifically, based on findings by Foster and colleagues (Foster et al. 2018 ), which suggested that learners spontaneously use their initial problem-solving performance to diagnose their level of understanding in the initial problem-solving phase of learning from worked examples and that learners decide to engage in further problem-solving (i.e., proceeding to Stage 4) too often, we intended to investigate whether prompting learners to infer their self-assessments from explanation-based cues could be a fruitful remedy. In view of the findings of our two experiments, we can clearly state that explanation-based cues are not the cure we had hoped for. By contrast, informing learners about the to-be-monitored cue already before the problem-solving phase did function in the expected manner. Although the effect was only of small-to-medium size, we can hence recommend that, at least when it comes to utilizing performance-based or explanation-based cues, informing learners that they need to monitor the cue already before they engage in problem-solving is beneficial. An obvious explanation for this effect is that when learners are informed about the to-be-monitored cues already before problem-solving, they do not or only to a lower degree need to reconstruct the cue afterwards, which might be less error-prone. As it does not seem to affect mental effort during problem-solving and thus does not increase the risk of cognitive overload, up-front information concerning to-be-monitored cues hence beneficially affects self-assessment accuracy in learning from worked examples.

Relating the Present Findings to Effort Monitoring and Self-Regulation

This article is part of a special issue on cognitive load and self-regulation, with a special eye on the research questions outlined in the EMR framework by de Bruin et al. ( 2020 ). We discuss the contributions of the present findings to these research questions.

A basic tenet of the EMR framework by de Bruin et al. ( 2020 ) is that mental effort is a cue that is frequently used by learners in forming self-assessments and that there is typically a negative relation between mental effort and judgments of learning. This assumption was supported by the meta-analysis of Baars et al. ( 2020 ), which was inspired by this framework. We have found negative relations between mental effort and self-assessments (Exp. 1), which is in line with the assumption of de Bruin et al. ( 2020 ) that mental effort plays a role in forming self-assessments.

De Bruin et al. ( 2020 ) also stated that in text learning, students might better refer to their ability to explain the text rather than judging their reading fluency when monitoring their learning (see RQ1 by de Bruin et al., 2020 ). We tested in our experiments whether an analogue assumption can be made also in the case of example-based skill acquisition: It might be better in terms of self-assessment accuracy to use the ability to explain problem solutions than to refer to the ability (or fluency) to solve problems. However, we could not support this assumption as performance-based cues were overall superior. A tentative conclusion relevant to the EMR framework is that it might depend on the learning method and/or the type of learning goals (declarative knowledge by learning from text; cognitive skill acquisition by example-based learning) which types of cue are especially useful for accurate self-assessment.

De Bruin et al. ( 2020 ) claimed that research should investigate which design aspects influence students’ monitoring and self-assessment (see RQ1 by de Bruin et al., 2020 ). Such findings are relevant in two respects: Understanding context effects and informing about possible support procedures for accurate self-assessment. Our results are revealing in at least two respects in this regard. First, we found that it makes a difference for self-assessment accuracy whether the learners are provided (or not) with both instruction on cue interpretation and self-explanation prompts when using explanation-based cues. Such support is not a necessary condition for the productive use of performance-based cues, that is, the usefulness of performance-based cues does not depend on such design factors. An interesting general, though, tentative conclusion is that such context or design factors may not generally be relevant for cue use but their relevance may depend on the specific type of cues to be used. Admittedly, further research has to test this claim. Second, a support factor that may be of general relevance for assessment accuracy is the timing of instruction on monitoring. We found that informing the learner before a learning phase to use specific cues in monitoring their learning fostered self-assessment accuracy, irrespective of the type of cue to be used. A specific advantage of this metacognitive support procedure is that it is easy to implement. In addition, this procedure did not induce additional effort or cognitive load, which might have been a potential negative side effect. The latter finding is also relevant to de Bruin et al.’s ( 2020 ) question for further research whether students should be made aware about issues of monitoring (see RQ3 by de Bruin et al., 2020 ). Our findings suggest “yes,” at least when it is done by the procedure used in our studies.

Limitations and Directions for Future Research

The present study has some limitations and raises important open questions to be addressed in future research. First, it is an open question whether the effects of utilizing explanation-based cues increase over time. As outlined above, our learners were probably very familiar with performance-based cues, but not with explanation-based cues. Although additional instructional support in the form of cue criteria instruction and self-explanation prompts enhanced the benefits of prompting learners to infer their self-assessments from explanation-based cues, those cues were likely nevertheless still new for the learners. Once learners have familiarized themselves with explanation-based cues and are potentially given feedback on the accuracy of their self-assessments, the benefits of these cues might potentially increase. This notion aligns with findings in strategy training literature, which indicate that longer interventions are usually required to overcome a utilization deficiency (e.g., Endres et al., 2021 ; Nückles et al., 2020 ; see also Abel et al., 2024 ; Trentepohl et al., 2022 ), meaning that even in principle effective strategies need to be trained and partly automated before they show positive effects. Hence, the lacking superiority of explanation-based cues even in the best-supported group in Experiment 2 does not need to be the end of research on the benefits of explanation-based cues.

Another issue that could be addressed in future research concerns the fact that in the present study, the initial problem-solving phase followed immediately after the worked-examples phase and that the posttest followed immediately after the initial problem-solving phase. Hence, it is an open question whether the pattern of results between the performance-based and explanation-based cues would depend on the delay between the phases. For example, the explanation-based cues might result in overconfident self-assessments when the delay between the worked-examples phase and the initial problem-solving phase is very short, because at this time, learners likely remember the principles and concepts and solution rationales that were previously explained very well. However, in view of the relatively high forgetting rates even after short delays (e.g., Karpicke, 2017 ; Rowland, 2014 ; see also Roelle et al., 2022 , 2023 ), such high rates of correct retrieval from memory might not reflect learners’ actual level of the to-be-learned content. As in authentic learning settings (e.g., in classroom lessons at high school), these phases are likely frequently separated by one or even several days (e.g., because learners need to engage in initial problem-solving for homework after some worked examples have been explained in the previous lesson); it would hence be fruitful to address the role of the delays between these phases for the effects found in the present study.

A third issue is how we formulated the self-assessment questions. They did not explicitly ask learners to predict how many of the given number of tasks they would be able to solve correctly. More concrete item formulations have been recommended by some researchers (e.g., Ackermann & Thompson, 2017 ) to help enable more valid self-assessments. In the present study, we admittedly do not know whether learners who said that they understood the solution rationales “very well” would expect to solve all problems correctly, which is why the absolute numbers of the self-assessment accuracy measure need to be interpreted cautiously. A further potential point of criticism with respect to how we measured the self-assessments is that we did not require learners to self-assess their level of understanding for each of the four types of problems separately. Consequently, we cannot rule out that, for instance, a student who assigned herself a score of 50% because she thought she understood the problems without replacement but not the problems with replacement actually correctly solved the problems with replacement but not the problems without replacement on the posttest. In this case, the student would be considered fully accurate in the present study although her self-assessments were actually inaccurate. A remedy for this potential validity threat would be to assess separate self-assessments for each type of problem in future research. Furthermore, like the above-mentioned limitation with respect to the formulation of the self-assessment items, this limitation casts doubt on the absolute numbers of the self-assessment measure. However, this limitation should be less relevant to the effects between groups we found in the present experiments. As it applied to all groups in a similar manner, this limitation cannot explain why some groups (e.g., the ones who were prompted to infer their self-assessments from performance-based cues) showed more accurate self-assessments in both experiments.

The limitations concerning the self-assessment measure relate to another open question in the present study. As we did not implement the fourth stage of the worked-example approach of example-based learning, we do not know whether the improvement in self-assessment through the different cues and support measures would actually matter, as it affects the effectiveness and efficiency of learners’ decision whether to return to studying a worked example or to begin intensive problem-solving. Future studies could hence implement the fourth phase as well as give learners the opportunity to flexibly switch between stages so as to explore cue instruction’s effects on both self-assessment and on learning from worked examples.

The present study contributes the following main points to understanding and optimizing self-assessment accuracy in the initial problem-solving phase of cognitive skill acquisition through learning from worked examples. First, prompting learners to infer their self-assessments from performance-based cues and explanation-based cues can lead to similar levels of self-assessment accuracy. However, learners might be more readily prepared to utilize performance-based cues, which is why we consider prompting learners to utilize this cue more efficient. Second, both information on assessment criteria and actual engagement in self-explaining seems to be necessary to exploit the potential of explanation-based cues. It is an open question whether learners would become better and better in utilizing explanation-based cues over time; in this case, the effects on self-assessment accuracy would increase and the required support would decrease on future occasions. Future research on this topic could be very fruitful. Third, informing learners about the to-be-monitored cue already before the initial problem-solving phase is an effective and easy to implement means to enhance self-assessment accuracy in example-based learning. Hence, to reduce learners’ tendency to prematurely proceed to Stage 4 and hence engage in further problem-solving too early, regardless of whether learners are prompted to infer their self-assessments from performance-based or explanation-based cues, learners should be informed about the to-be-monitored cues in advance.

Data Availability

Data will be made available on request.

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Julia Waldeyer, Tino Endres, and Julian Roelle contributed equally to this publication and are co-first authors.

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Julia Waldeyer & Julian Roelle

Department Educational and Developmental Psychology, University of Freiburg, Freiburg, Germany

Tino Endres & Alexander Renkl

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Waldeyer, J., Endres, T., Roelle, J. et al. How to Optimize Self-Assessment Accuracy in Cognitive Skill Acquisition When Learning from Worked Examples. Educ Psychol Rev 36 , 103 (2024). https://doi.org/10.1007/s10648-024-09944-4

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