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Problem Solving Techniques for Project Managers

Learn which problem solving techniques and strategies can help you effectively handle the challenges you face in your projects.

Problem Solving Techniques: A 5-Step Approach

Some problems are small and can be resolved quickly. Other problems are large and may require significant time and effort to solve. These larger problems are often tackled by turning them into formal projects.

"A project is a problem scheduled for solution."

- Joseph M. Juran

Problem Solving is one of the Tools & Techniques used for Managing Quality and Controlling Resources.

Modules 8 and 9 of the PM PrepCast cover Project Quality Management and Project Resource Management.

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Whether the problem you are focusing on is small or large, using a systematic approach for solving it will help you be a more effective project manager.

This approach defines five problem solving steps you can use for most problems...

Define the Problem

Determine the causes, generate ideas, select the best solution, take action.

The most important of the problem solving steps is to define the problem correctly. The way you define the problem will determine how you attempt to solve it.

For example, if you receive a complaint about one of your project team members from a client, the solutions you come up with will be different based on the way you define the problem.

If you define the problem as poor performance by the team member you will develop different solutions than if you define the problem as poor expectation setting with the client.

Once you have defined the problem, you are ready to dig deeper and start to determine what is causing it.  You can use a fishbone diagram to help you perform a cause and effect analysis.

If you consider the problem as a gap between where you are now and where you want to be, the causes of the problem are the obstacles that are preventing you from closing that gap immediately.

This level of analysis is important to make sure your solutions address the actual causes of the problem instead of the symptoms of the problem. If your solution fixes a symptom instead of an actual cause, the problem is likely to reoccur since it was never truly solved.

Once the hard work of defining the problem and determining its causes has been completed, it's time to get creative and develop possible solutions to the problem.

Two great problem solving methods you can use for coming up with solutions are brainstorming and mind mapping .

After you come up with several ideas that can solve the problem, one problem solving technique you can use to decide which one is the best solution to your problem is a simple trade-off analysis .

To perform the trade-off analysis, define the critical criteria for the problem that you can use to evaluate how each solution compares to each other. The evaluation can be done using a simple matrix. The highest ranking solution will be your best solution for this problem.

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Once you've determined which solution you will implement, it's time to take action. If the solution involves several actions or requires action from others, it is a good idea to create an action plan and treat it as a mini-project.

Using this simple five-step approach can increase the effectiveness of your problem solving skills .

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Related Articles About Problem Solving Techniques

Fishbone Diagram: Cause and Effect Analysis Using Ishikawa Diagrams

A fishbone diagram can help you perform a cause and effect analysis for a problem. Step-by-step instructions on how to create this type of diagram. Also known as Ishikara or Cause and Effect diagrams.

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Nine essential problem solving tools: The ultimate guide to finding a solution

October 26, 2023 by MindManager Blog

Problem solving may unfold differently depending on the industry, or even the department you work in. However, most agree that before you can fix any issue, you need to be clear on what it is, why it’s happening, and what your ideal long-term solution will achieve.

Understanding both the nature and the cause of a problem is the only way to figure out which actions will help you resolve it.

Given that most problem-solving processes are part inspiration and part perspiration, you’ll be more successful if you can reach for a problem solving tool that facilitates collaboration, encourages creative thinking, and makes it easier to implement the fix you devise.

The problem solving tools include three unique categories: problem solving diagrams, problem solving mind maps, and problem solving software solutions.

They include:

• Fishbone diagrams
• Strategy maps
• Mental maps
• Concept maps
• Layered process audit software
• Charting software
• MindManager

In this article, we’ve put together a roundup of versatile problem solving tools and software to help you and your team map out and repair workplace issues as efficiently as possible.

Let’s get started!

Problem solving diagrams

Mapping your way out of a problem is the simplest way to see where you are, and where you need to end up.

Not only do visual problem maps let you plot the most efficient route from Point A (dysfunctional situation) to Point B (flawless process), problem mapping diagrams make it easier to see:

• The root cause of a dilemma.
• The steps, resources, and personnel associated with each possible solution.
• The least time-consuming, most cost-effective options.

A visual problem solving process help to solidify understanding. Furthermore, it’s a great way for you and your team to transform abstract ideas into a practical, reconstructive plan.

Here are three examples of common problem mapping diagrams you can try with your team:

1. Fishbone diagrams

Fishbone diagrams are a common problem solving tool so-named because, once complete, they resemble the skeleton of a fish.

With the possible root causes of an issue (the ribs) branching off from either side of a spine line attached to the head (the problem), dynamic fishbone diagrams let you:

• Lay out a related set of possible reasons for an existing problem
• Investigate each possibility by breaking it out into sub-causes
• See how contributing factors relate to one another

Fishbone diagrams are also known as cause and effect or Ishikawa diagrams.

2. Flowcharts

A flowchart is an easy-to-understand diagram with a variety of applications. But you can use it to outline and examine how the steps of a flawed process connect.

Made up of a few simple symbols linked with arrows indicating workflow direction, flowcharts clearly illustrate what happens at each stage of a process – and how each event impacts other events and decisions.

3. Strategy maps

Frequently used as a strategic planning tool, strategy maps also work well as problem mapping diagrams. Based on a hierarchal system, thoughts and ideas can be arranged on a single page to flesh out a potential resolution.

Once you’ve got a few tactics you feel are worth exploring as possible ways to overcome a challenge, a strategy map will help you establish the best route to your problem-solving goal.

Problem solving mind maps

Problem solving mind maps are especially valuable in visualization. Because they facilitate the brainstorming process that plays a key role in both root cause analysis and the identification of potential solutions, they help make problems more solvable.

Mind maps are diagrams that represent your thinking. Since many people struggle taking or working with hand-written or typed notes, mind maps were designed to let you lay out and structure your thoughts visually so you can play with ideas, concepts, and solutions the same way your brain does.

By starting with a single notion that branches out into greater detail, problem solving mind maps make it easy to:

• Explain unfamiliar problems or processes in less time
• Share and elaborate on novel ideas
• Achieve better group comprehension that can lead to more effective solutions

Mind maps are a valuable problem solving tool because they’re geared toward bringing out the flexible thinking that creative solutions require. Here are three types of problem solving mind maps you can use to facilitate the brainstorming process.

4. Mental maps

A mental map helps you get your thoughts about what might be causing a workplace issue out of your head and onto a shared digital space.

Because mental maps mirror the way our brains take in and analyze new information, using them to describe your theories visually will help you and your team work through and test those thought models.

5. Idea maps

Idea maps let you take advantage of a wide assortment of colors and images to lay down and organize your scattered thought process. Idea maps are ideal brainstorming tools because they allow you to present and explore ideas about the best way to solve a problem collaboratively, and with a shared sense of enthusiasm for outside-the-box thinking.

6. Concept maps

Concept maps are one of the best ways to shape your thoughts around a potential solution because they let you create interlinked, visual representations of intricate concepts.

By laying out your suggested problem-solving process digitally – and using lines to form and define relationship connections – your group will be able to see how each piece of the solution puzzle connects with another.

Problem solving software solutions

Problem solving software is the best way to take advantage of multiple problem solving tools in one platform. While some software programs are geared toward specific industries or processes – like manufacturing or customer relationship management, for example – others, like MindManager , are purpose-built to work across multiple trades, departments, and teams.

Here are three problem-solving software examples.

7. Layered process audit software

Layered process audits (LPAs) help companies oversee production processes and keep an eye on the cost and quality of the goods they create. Dedicated LPA software makes problem solving easier for manufacturers because it helps them see where costly leaks are occurring and allows all levels of management to get involved in repairing those leaks.

8. Charting software

Charting software comes in all shapes and sizes to fit a variety of business sectors. Pareto charts, for example, combine bar charts with line graphs so companies can compare different problems or contributing factors to determine their frequency, cost, and significance. Charting software is often used in marketing, where a variety of bar charts and X-Y axis diagrams make it possible to display and examine competitor profiles, customer segmentation, and sales trends.

9. MindManager

No matter where you work, or what your problem-solving role looks like, MindManager is a problem solving software that will make your team more productive in figuring out why a process, plan, or project isn’t working the way it should.

Once you know why an obstruction, shortfall, or difficulty exists, you can use MindManager’s wide range of brainstorming and problem mapping diagrams to:

• Find the most promising way to correct the situation
• Activate your chosen solution, and
• Conduct regular checks to make sure your repair work is sustainable

MindManager is the ultimate problem solving software.

Not only is it versatile enough to use as your go-to system for puzzling out all types of workplace problems, MindManager’s built-in forecasting tools, timeline charts, and warning indicators let you plan, implement, and monitor your solutions.

By allowing your group to work together more effectively to break down problems, uncover solutions, and rebuild processes and workflows, MindManager’s versatile collection of problem solving tools will help make everyone on your team a more efficient problem solver.

Download a free trial today to get started!

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MindManager® helps individuals, teams, and enterprises bring greater clarity and structure to plans, projects, and processes. It provides visual productivity tools and mind mapping software to help take you and your organization to where you want to be.

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• Problem management: 8 steps to better p ...

Problem management: 8 steps to better problem solving

Problem management is an 8 step framework most commonly used by IT teams. You can use problem management to solve for repeating major incidents. By organizing and structuring your problem solving, you can more effectively get to the root cause of high-impact problems—and devise a solution. Solving the root cause prevents recurrence and creates a repeatable solution to use on similar errors in the future.

In an IT department, errors and mishaps are part of the job. You can't always control these problems, but you can control how you respond to them with problem management. Problem management helps you solve larger problems and reduce the risk that they’ll happen again by identifying all connected problems, solving them, and planning for the future.

What is problem management?

Problem management is an 8 step framework most commonly used by IT teams. Your team can use problem management to solve for repeating major incidents. By organizing and structuring your problem solving, you can more effectively get to the root cause of high-impact problems—and devise a solution. Problem management is a process—used mostly by IT teams—to identify, react, and respond to issues. It’s not for every problem, but it’s a useful response when multiple major incidents occur that cause large work interruptions. Unlike problem solving, problem management goes beyond the initial incident to discover and dissect the root causes, preventing future incidents with permanent solutions.

The goals of problem management are to:

Prevent problems before they start.

Solve for repetitive errors.

Lessen each incident’s impact. 

Problem management vs. incident management 

Example: Someone leaves their unprotected laptop in a coffee shop, causing a security breach. The security team can use incident management to solve for this one, isolated event. In this case, the team could manually shut down the accounts connected to that laptop. If this continues to happen, IT would use problem management to solve the root of this issue—perhaps installing more security features on each company laptop so that if employees lose them, no one else can access the information.

Problem management vs. problem solving

While similar in name, problem management differs slightly from problem-solving. Problem management focuses on every aspect of the incident—identifying the root cause of the problem, solving it, and prevention. Problem solving is, as the name implies, focused solely on the solution step. 

Example: You’re launching a new password management system when it crashes—again. You don’t know if anything leaked, but you know it could contain confidential information. Plus, it’s happened before. You start the problem management process to ensure it doesn’t happen again. In that process, you’ll use problem solving as a step to fix the issue. In this case, perhaps securing confidential information before you try to launch a new software.

Problem management vs. change management 

Change management targets large transitions within your workplace, good and bad. These inevitable changes aren’t always negative, so you can’t always apply problem management as a solution. That’s where change management comes in—a framework that helps you adjust to any new scenario.

Example: Your company is transitioning to a new cloud platform. The transition happens incident-free—meaning you won’t need problem management—but you can ease the transition by implementing some change management best practices. Preparing and training team members in the new software is a good place to start.

Problem management vs. project management

Project management is the framework for larger collections of work. It’s the overarching method for how you work on any project, hit goals, and get results. You can use project management to help you with problem management, but they are not the same thing. Problem management and project management work together to solve issues as part of your problem management process.

Example: During problem management, you uncover a backend security issue that needs to be addressed—employees are using storage software with outdated security measures. To solve this, you create a project and outline the tasks from start to finish. In this case, you might need to alert senior executives, get approval to remove the software, and alert employees. You create a project schedule with a defined timeline and assign the tasks to relevant teams. In this process, you identified a desired outcome—remove the unsafe software—and solved it. That’s project management.

The 8 steps of problem management

It’s easy to get upset when problems occur. In fact, it’s totally normal. But an emotional response is not always the best response when faced with new incidents. Having a reliable system—such as problem management—removes the temptation to respond emotionally. Proactive project management gives your team a framework for problem solving. It’s an iterative process —the more you use it, the more likely you are to have fewer problems, faster response times, and better outputs. 

1. Identify the problem

During problem identification, you’re looking at the present—what’s happening right now? Here, you’ll define what the incident is and its scale. Is this a small, quick-fix, or a full overhaul? Consider using problem framing to define, prioritize, and understand the obstacles involved with these more complex problems. 

2. Diagnose the cause

Use problem analysis or root cause analysis to strategically look at the cause of a problem. Follow the trail of issues all the way back to its beginnings.

To diagnose the underlying cause, you’ll want to answer:

What factors or conditions led to the incident?

Do you see related incidents? Could those be coming from the same source?

Did someone miss a step? Are processes responsible for this problem?

3. Organize and prioritize

Now it’s time to build out your framework. Use an IT project plan to organize information in a space where everyone can make and see updates in real time. The easiest way to do this is with a project management tool where you can input ‌tasks, assign deadlines, and add dependencies to ensure nothing gets missed. To better organize your process, define:

What needs to be done? 

Who’s responsible for each aspect? If no one is, can we assign someone? 

When does each piece need to be completed?

What is the final number of incidents related to this problem?

Are any of these tasks dependent on another one? Do you need to set up dependencies ?

What are your highest priorities? How do they affect our larger business goals ? 

How should you plan for this in the future?

4. Create a workaround

If the incident has stopped work or altered it, you might need to create a workaround. This is not always necessary, but temporary workarounds can keep work on track and avoid backlog while you go through the problem management steps. When these workarounds are especially effective, you can make them permanent processes.

5. Update your known error database

Every time an incident occurs, create a known error record and add it to your known error database (KEDB). Recording incidents helps you catch recurrences and logs the solution, so you know how to solve similar errors in the future. 

6. Pause for change management (if necessary)

Larger, high-impact problems might require change management. For example, if you realize the problem’s root cause is a lack of staff, you might dedicate team members to help. You can use change management to help them transition their responsibilities, see how these new roles fit in with the entire team, and determine how they will collaborate moving forward.

7. Solve the problem

This is the fun part—you get to resolve problems. At this stage, you should know exactly what you’re dealing with and the steps you need to take. But remember—with problem management, it’s not enough to solve the current problem. You’ll want to take any steps to prevent this from happening again in the future. That could mean hiring a new role to cover gaps in workflows , investing in new softwares and tools, or training staff on best practices to prevent these types of incidents.

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

8. Reflect on the process

The problem management process has the added benefit of recording the process in its entirety, so you can review it in the future. Once you’ve solved the problem, take the time to review each step and reflect on the lessons learned during this process. Make note of who was involved, what you needed, and any opportunities to improve your response to the next incident. After you go through the problem management process a few times and understand the basic steps, stakeholders, workload, and resources you need, create a template to make the kickoff process easier in the future.

5 benefits of problem management

Problem management helps you discover every piece of the problem—from the current scenario down to its root cause. Not only does this have an immediate positive impact on the current issue at hand, it also promotes collaboration and helps to build a better product overall. 

Here are five other ways ‌problem management can benefit your team:

Avoids repeat incidents. When you manage the entire incident from start to finish, you will address the foundational problems that caused it. This leads to fewer repeat incidents.

Boosts cross-functional collaboration. Problem management is a collaborative process. One incident might require collaboration from IT, the security team, and legal. Depending on the level of the problem, it might trickle all the way back down to the product or service team, where core changes need to be made.

Creates a better user experience. It’s simple—the fewer incidents you have, the better your customer’s experience will be. Reducing incidents means fewer delays, downtime, and frustrations for your users, and a higher rate of customer satisfaction.

Improves response time. As you develop a flow and framework with a project management process, you’ll be better equipped to handle future incidents—even if they’re different scenarios.

Organizes problem solving. Problem management provides a structured, thoughtful approach to solving problems. This reduces impulsive responses and helps you keep a better problem record of incidents and solutions.

Problem management leads to better, faster solutions

IT teams will always have to deal with incidents, but they don’t have to be bogged down by them. That’s because problem management works. Whether you employ a full problem management team or choose to apply these practices to your current IT infrastructure, problem management—especially when combined with a project management tool—saves you time and effort down the road.

With IT project plans, we’ve made it easier than ever to track your problem management work in a shared tool. Try our free IT project template to see your work come together, effortlessly.

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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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Introduction to Problem Solving in Project Management

Definition and importance of problem solving.

Problem solving is the process of identifying and resolving issues or obstacles that arise during a project. It is a critical skill for project managers as it allows them to overcome challenges and ensure the successful completion of a project. Effective problem solving enables project managers to make informed decisions, mitigate risks, and maintain project timelines and budgets.

Role of Problem Solving in Project Management

Problem solving plays a central role in project management. It helps project managers identify and address issues that may hinder project progress. By actively solving problems, project managers can minimize the impact of obstacles on project outcomes and ensure that the project stays on track.

Benefits of Effective Problem Solving

Effective problem solving in project management offers several benefits. It improves project efficiency by eliminating roadblocks and streamlining processes. It enhances team collaboration and communication as team members work together to find solutions. It also boosts stakeholder satisfaction by addressing their concerns and delivering successful project outcomes.

Understanding the Problem

Identifying and defining the problem.

In order to solve a problem, project managers must first identify and define it clearly. This involves gathering relevant information and data related to the problem. By understanding the problem statement, project managers can analyze its root causes and develop appropriate solutions.

1. Gathering Information and Data

Project managers should gather all available information and data related to the problem. This may include project documentation, stakeholder feedback, and historical data. By collecting comprehensive information, project managers can gain a holistic view of the problem and make informed decisions.

2. Analyzing the Problem Statement

Once the problem is identified, project managers need to analyze its statement. This involves breaking down the problem into its components and understanding its impact on the project. By analyzing the problem statement, project managers can prioritize their efforts and focus on the most critical aspects.

Determining the Root Cause of the Problem

Identifying the root cause of a problem is essential for effective problem solving. It allows project managers to address the underlying issues rather than just treating the symptoms. Various techniques can be used for root cause analysis, such as the fishbone diagram and the 5 Whys technique.

1. Techniques for Root Cause Analysis

The fishbone diagram, also known as the Ishikawa diagram, is a visual tool that helps identify the root causes of a problem. It categorizes potential causes into different branches, such as people, process, equipment, and environment. By analyzing these branches, project managers can pinpoint the root cause.

2. Importance of Identifying the Root Cause

Identifying the root cause is crucial because it allows project managers to implement targeted solutions. By addressing the underlying issue, project managers can prevent the problem from recurring in the future and ensure long-term project success.

Developing Problem Solving Strategies

Brainstorming techniques.

Brainstorming is a creative problem-solving technique that encourages the generation of ideas and solutions. There are various brainstorming techniques, including traditional brainstorming and mind mapping.

1. Traditional Brainstorming

Traditional brainstorming involves a group of individuals coming together to generate ideas. Participants freely share their thoughts and suggestions without any judgment or criticism. This technique encourages the exploration of diverse perspectives and fosters creativity.

2. Mind Mapping

Mind mapping is a visual brainstorming technique that helps organize ideas and connections. It involves creating a central idea or problem statement and branching out with related ideas. Mind mapping allows project managers to visualize the problem and its potential solutions.

Analytical Problem Solving Methods

Analytical problem-solving methods involve structured approaches to problem solving. Two commonly used methods are the fishbone diagram and the 5 Whys technique.

1. Fishbone Diagram

The fishbone diagram, as mentioned earlier, helps identify the root causes of a problem. By analyzing different branches, project managers can uncover the underlying factors contributing to the problem and develop appropriate solutions.

2. 5 Whys Technique

The 5 Whys technique involves asking “why” multiple times to uncover the root cause of a problem. By repeatedly asking why a problem occurred, project managers can dig deeper into the underlying causes and address them directly.

Decision-Making Approaches

Effective problem solving requires sound decision-making. Two decision-making approaches commonly used in project management are cost-benefit analysis and multi-criteria decision analysis.

1. Cost-Benefit Analysis

Cost-benefit analysis involves evaluating the costs and benefits associated with different solutions. Project managers weigh the potential advantages and disadvantages of each option to make an informed decision. This approach helps prioritize solutions based on their potential impact.

2. Multi-Criteria Decision Analysis

Multi-criteria decision analysis considers multiple factors or criteria when making a decision. Project managers assign weights to each criterion based on its importance and evaluate potential solutions accordingly. This approach ensures a comprehensive evaluation of available options.

Implementing the Solution

Creating an action plan.

Once a solution is determined, project managers need to create an action plan to implement it successfully. This involves setting clear objectives and goals and assigning tasks and responsibilities to team members.

1. Setting Clear Objectives and Goals

Clear objectives and goals provide a roadmap for implementing the solution. Project managers should define specific, measurable, achievable, relevant, and time-bound (SMART) objectives to ensure clarity and focus.

2. Assigning Tasks and Responsibilities

Assigning tasks and responsibilities ensures that each team member knows their role in implementing the solution. Project managers should clearly communicate expectations and deadlines to facilitate smooth execution.

Executing the Action Plan

During the implementation phase, project managers need to monitor progress and make necessary adjustments. Effective communication and collaboration among team members are crucial for successful execution.

1. Monitoring Progress and Making Adjustments

Project managers should regularly monitor the progress of the action plan and identify any deviations or roadblocks. By making timely adjustments, project managers can ensure that the solution stays on track and achieves the desired results.

2. Communication and Collaboration During Implementation

Open and transparent communication is essential during the implementation phase. Project managers should encourage team members to share updates, challenges, and suggestions. Collaboration fosters a supportive environment and enhances problem-solving capabilities.

Evaluating the Solution

Assessing the effectiveness of the solution.

After implementing the solution, project managers need to assess its effectiveness. This involves measuring outcomes and results and collecting feedback from stakeholders.

1. Measuring Outcomes and Results

Project managers should measure the outcomes and results achieved through the implemented solution. This may include evaluating key performance indicators (KPIs) and comparing them to the initial problem statement. Measuring outcomes provides insights into the solution’s effectiveness.

2. Collecting Feedback from Stakeholders

Feedback from stakeholders is invaluable for evaluating the solution. Project managers should actively seek feedback from team members, clients, and other relevant stakeholders. Their perspectives can highlight areas of improvement and inform future problem-solving strategies.

Identifying Lessons Learned

Documenting successes and failures is crucial for continuous improvement. Project managers should identify and document lessons learned from the problem-solving process.

1. Documenting Successes and Failures

Project managers should record both successful and unsuccessful problem-solving experiences. Documenting successes helps replicate effective strategies in future projects, while documenting failures allows project managers to learn from mistakes and avoid similar pitfalls.

2. Incorporating Lessons into Future Projects

Lessons learned should be incorporated into future projects to enhance problem-solving capabilities. Project managers can create knowledge repositories or conduct training sessions to share best practices and ensure continuous improvement.

Continuous Improvement

Encouraging a culture of continuous improvement.

To foster continuous improvement, project managers should encourage a culture that values learning and innovation. Team members should feel empowered to suggest improvements and experiment with new problem-solving techniques.

Implementing Feedback Loops and Learning Mechanisms

Feedback loops and learning mechanisms facilitate continuous improvement. Project managers should establish regular feedback sessions, retrospectives, or post-project reviews to gather insights and identify areas for growth.

Leveraging Problem-Solving Skills for Future Projects

Problem-solving skills developed during a project can be leveraged for future projects. Project managers should encourage team members to apply their problem-solving expertise and share their insights with colleagues.

Recap of Key Points Discussed

In this article, we explored the importance of problem solving in project management. We discussed the definition and benefits of effective problem solving, as well as the role it plays in project success. We also delved into understanding the problem, developing problem-solving strategies, implementing the solution, evaluating its effectiveness, and embracing continuous improvement.

Importance of Ongoing Problem-Solving Skills in Project Management

Ongoing problem-solving skills are essential for project managers to navigate challenges and ensure project success. By continuously improving their problem-solving capabilities, project managers can adapt to changing circumstances, mitigate risks, and deliver exceptional results.

Final Thoughts and Recommendations

To excel in problem solving, project managers should stay updated with industry best practices and leverage available tools and techniques. They should foster a collaborative and innovative environment that encourages creativity and critical thinking. By prioritizing problem solving, project managers can overcome obstacles and drive project success.

Related Terms

15 Problem-Solving Strategies for Projects and Teams

In project management and team collaboration, problem-solving is the process of identifying and resolving issues that arise during a project. It is a crucial skill that helps fix broken processes, improve performance, and identify opportunities. Problem-solving enables project managers and team leaders to overcome challenges and achieve success.

In this blog article, we will explore 15 problem-solving strategies that can revolutionize your approach and help you achieve success. From effective communication techniques to fostering collaboration, these strategies are designed to tackle the most common obstacles encountered in project management. Get ready to unlock the potential of your projects and teams with these tried-and-tested problem-solving strategies!

The 5 Whys Analysis

This problem-solving technique aims to uncover a problem's underlying cause by repeatedly asking the question, "Why?". The goal is to dig deep and identify the root cause rather than addressing surface-level symptoms. By asking "Why?" five times or more, depending on the complexity of the problem, you and your team members can gain valuable insights into the chain of events or processes that led to the issue. This method helps expose weaknesses, improve processes, and achieve project goals.

SWOT Analysis in Project Management

A SWOT analysis is a valuable tool in project management that helps identify and evaluate the internal pros and cons, weaknesses and strengths, and the external impacts that can threaten your project. By examining these factors, project managers can better understand the project's current state and potential risks.

SWOT analysis provides insights that help decision-making, resource allocation, and risk mitigation strategies. It allows project teams to counter threats, address weaknesses, and capitalize on strengths, ultimately enhancing project success.

Bring in a Facilitator

A skilled facilitator can provide objective guidance, ensure everyone's participation, and create a safe space for open discussions. They can help the project team effectively identify and evaluate strengths, weaknesses, opportunities, and threats.

Additionally, a facilitator can assist in summarizing and documenting the analysis, ensuring clarity and alignment among team members. Bringing in a facilitator enhances quality and efficiency, leading to better project outcomes.

Root Cause Analysis

Root Cause Analysis is a systematic approach used to identify the underlying causes of problems or incidents. It involves investigating the factors contributing to an issue rather than just addressing the symptoms.

By understanding the root causes, organizations can develop effective solutions to prevent similar problems from recurring in the future. This analysis helps improve processes, enhance quality, and reduce risks, ultimately leading to better outcomes and customer satisfaction.

Kipling Method

Also known as the 6 W's, this technique is used to gather information and comprehensively understand a situation. It involves asking and answering six key questions: Who, What, Where, When, Why, and How. Addressing these questions helps team members and leaders analyze and evaluate a problem or decision from various angles, ensuring a thorough examination of the topic at hand. This method is widely used in journalism, problem-solving, and decision-making processes.

Work Backward

Working backward is a problem-solving approach where you start with the desired outcome and then identify the steps needed to achieve it. This method allows you to break down complex problems into smaller, manageable tasks.

By starting with the end goal in mind, you can create a clear roadmap and prioritize actions accordingly. Working backward helps ensure that your efforts are focused and aligned with the desired outcome, leading to more efficient and effective problem-solving.

Trial and Error

Trial and Error is a problem-solving approach that involves trying different solutions and learning from the outcomes. It is a standard method used to discover what works and what doesn't in various situations. By systematically testing different options, you can identify the most effective solution through a process of elimination.

Trial and Error allow team members flexibility and adaptability, as it encourages learning from mistakes and refining strategies based on feedback. This approach can be beneficial when dealing with complex or ambiguous problems that require experimentation.

Risk Analysis and Mitigation within Teams

Risk analysis and mitigation play a crucial role in project management. By identifying and planning for potential risks, teams can prevent problems. One effective way to facilitate this process is by utilizing project management software.

Project management software such as ActiveCollab provides a centralized platform where teams can document and track risks throughout the project lifecycle. This software often includes features such as risk registers , where risks can be identified, categorized, and assigned to team members for mitigation. Additionally, the software may offer risk assessment tools that help teams evaluate the impact and likelihood of each risk.

With ActiveCollab, teams can collaborate in real time, ensuring all members can access the latest risk information. This promotes transparency and allows immediate communication and decision-making regarding risk mitigation strategies.

Using project management software for risk analysis and mitigation, your team members can proactively address potential challenges, minimize project disruptions, and improve project success rates.

Implementing Conflict Resolution Techniques

Conflict resolution techniques are essential for maintaining healthy relationships and fostering a positive work environment. Some effective methods include active listening, communication skills training, mediation, negotiation, and compromise. Conflicts can be understood and resolved more effectively by actively listening to all parties involved and encouraging open and honest communication.

Mediation allows a neutral third party to facilitate discussions, while negotiation and compromise help find mutually agreeable solutions. These techniques promote understanding, empathy, and collaboration, improving relationships and increasing productivity.

Scenario Planning and Forecasting

Scenario planning and forecasting are essential tools used by organizations to anticipate and prepare for future uncertainties. Scenario planning involves creating multiple plausible narratives or scenarios to explore possible futures, allowing decision-makers to identify risks and opportunities. Forecasting, on the other hand, uses historical data and statistical models to project future outcomes.

Combining these approaches allows businesses to develop robust strategies and make informed decisions in an ever-changing and unpredictable environment. This proactive approach helps organizations adapt, minimize risks, and seize opportunities, ensuring long-term success and resilience in an uncertain world.

Brainstorming and Ideation Sessions

Brainstorming and ideation sessions are great for generating creative ideas and solutions. You can bring together a diverse group of individuals while these sessions help them with collaboration and free thinking. Participants in brainstorming sessions are encouraged to share their thoughts and ideas without judgment, allowing for a wide range of possibilities to be explored.

The goal is to generate as many ideas as possible, with the understanding that quantity leads to quality. Through active listening and open-mindedness, participants can build upon each other's ideas and spark new insights. This collaborative process fosters innovation and can lead to breakthrough solutions to complex problems.

Design Thinking

Design Thinking is a problem-solving approach that emphasizes empathy, creativity, and collaboration. It involves understanding the needs and experiences of users, generating a wide range of ideas, prototyping, testing solutions, and iterating based on feedback.

It encourages a human-centered and iterative mindset, which leads to exploring multiple possibilities before arriving at a final solution. Design Thinking enables teams to approach challenges with an open mind, fostering innovation and driving meaningful change. By putting people at the heart of the process, Design Thinking helps create solutions that meet their needs and aspirations.

Creating a Feedback Loop with Team Members

Creating a feedback loop with team members leads to a culture of continuous improvement. Regularly soliciting positive and constructive feedback allows open communication, builds trust, and enhances teamwork. Encourage team members to share their thoughts, ideas, and concerns in a safe and non-judgmental environment.

Actively listen to their feedback, acknowledge their contributions, and provide actionable insights to help them grow professionally. Remember, a well-functioning feedback loop promotes collaboration, boosts morale, and ultimately leads to better outcomes for the entire team.

Agile Principles for Efficient Problem-Solving (Enhance Flexibility and Responsiveness)

Agile principles are values and practices that enhance flexibility and responsiveness in problem-solving. These principles prioritize individuals and interactions, working solutions, customer collaboration, and responding to change.

Agile principles promote a more efficient problem-solving process by encouraging frequent communication and collaboration. Iterative development, continuous feedback, and adaptive planning are key components of agile problem-solving, allowing teams to adapt and respond to changing requirements quickly. Focusing on delivering value to the customer and embracing change enables organizations to address problems efficiently and effectively.

Importance of Effective Problem-Solving

Effective problem-solving is crucial in project management as it ensures that issues are identified, analyzed, and resolved promptly and efficiently. By integrating problem-solving strategies with project management software like ActiveCollab, teams can enhance collaboration and streamline workflow.

Integrating problem-solving strategies with project management software allows for better communication and coordination among team members. It enables teams to track the progress of problem-solving activities, assign tasks, and monitor deadlines, ensuring everyone is on the same page. This integration also facilitates the sharing of information and knowledge, enabling teams to leverage their collective expertise and experience.

Moreover, project management software such as ActiveCollab provides a centralized platform where team members can document and access relevant information, making it easier to analyze problems and make informed decisions. It also allows the implementation of feedback loops, enabling continuous improvement and learning from past experiences.

In conclusion, integrating problem-solving strategies with ActiveCollab enhances teamwork, improves communication, and facilitates the efficient resolution of issues. This integration ultimately contributes to the successful execution of projects and achieving desired outcomes.

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Common Project Management Issues You Can Solve With the Right Tools

July 3, 2021 - 7 min read

Every project manager faces project management issues from time to time. The good news is that managing risk and planning successful projects is easy when you use the right tools. The risks and issues project management professionals face can be prevented or decreased with a little advanced planning. Check out these project management problems and solutions you can use to effectively improve any future assignment with project management platforms such as Wrike. 

Common problems in project management

The most common project management issues tend to revolve around communication, organization, and tool functionality When there are many moving parts in an initiative, communication can break down, information can become lost or confusing, and project management issues can arise at every level. 

In this section, we’ll discuss how project managers can mitigate risk by identifying project management challenges and solutions. We’ll also get into the specific ways in which Wrike can solve or even prevent common project management issues. 

1. Poor team communication

Did you know that 63% of people have missed a message or important piece of information that went into a colleague’s inbox while that colleague was away or absent? Poor team communication can create unnecessary confusion and misunderstanding that may impact the success of a project. 

Solution : Swap disorganized email threads for Wrike’s work management capabilities, many of which allow users to chat about projects, attach relevant documents all in one place, and monitor changes in the deadline, scope, or anything else. 

2. Vague goal setting

Vague goal setting is one of the more common project management issues that can leave employees feeling unmotivated when faced with a mountain of assignments. Giving them something to aim for will help keep work focused and productive. 

Solution: When creating tasks, add details such as deadlines and approval requests to each step so each team member knows what to aim for. 

3. Inaccurate time management

Neglecting to keep track of each individual’s time spent on tasks can lead to poor planning and performance. Understanding how long a task takes or how much billable work an employee is logging helps with setting project duration in the future and measuring employee productivity. 

Solution: Automatically document how your teams spend time for more accurate billing and increased productivity with Wrike’s Timelog feature. 

4. Costly scope creep

Almost 50% of projects experience scope creep which leads to overused resources, missed timelines, and overspending. 

Solution: Communicate your vision clearly by plotting out phases, timelines, and task dependencies with Wrike’s visual planning tools to discover possible obstacles before they come up. 

5. Lack of accountability

Team members sometimes get confused about who is responsible for what at various stages of a project, especially if they’re working on multiple projects at the same time. 

Solution: Task assignees, @ mentions, and dashboards all make it simple to assign and monitor team progress. These tools also eliminate awkward “who was working on X” and “why hasn’t Y been completed” questions because all the details are in one place. 

6. Uneven workload distribution

Some assignees may be overworked while others might be underutilized, creating an imbalance that can have a negative impact on your team long term . 

Solution: Use Wrike’s workload charts to see individual team member availability across all active projects in real time. Assign or reassign tasks to employees with more wiggle room in their schedule. 

7. Overplanning

Project planning can take anywhere from 10% to 50% of your project timeline . 

Solution: Use Wrike to duplicate the workflows of past successful projects so that you don’t waste time reinventing the wheel for every new assignment. 

8. Poor risk assessment

Unexpected risks slow down projects because they take time to discover, assess, and remedy. 

Solution: Map out all of your projects in Wrike to see what risks each may face. Then, determine which risks are worth managing, call out key triggers, and create a plan for each one. 

9. Confusing expectations

Employees may know what to do but not when to do it or who they should collaborate with, which can lead to unnecessary back and forths or other time-wasting activities. 

Solution: Use Wrike to record all assignments, deadlines, and objectives so that everyone on your team knows what needs to happen when. 

10. No backup plans

To properly manage risks for project management issues, you need to make sure you know what to do if something goes wrong — which it inevitably will. 

Solution: Create a contingency plan within Wrike that details who is responsible and what needs to happen. Apply this planning for every risk you identify in the process.

11. Ineffective resource management

Running out of time or other vital project resources (such as budget and materials) could create roadblocks for your clients or the project as a whole. 

Solution: Use Wrike’s workload charts, task duration settings, and Gantt charts to see what and how many resources are needed.

12. Too little client engagement

Clients who don’t know what’s going on throughout the project can often feel dissatisfied with their experience, regardless of the project outcome. 

Solution: Keep your key stakeholders in the loop with Wrike’s client view which allows designated users to review specific projects, folders, or tasks and see what progress has been made at any point. 

13. Forgetting the big picture

If you manage more than one project or team at a time , there’s a chance you may overlook key issues that, when they arise, have the potential to derail entire assignments. 

Solution: Track all of your active projects in Wrike to get a bird’s eye view of potential conflicts between all open assignments at a glance. 

14. Poor team collaboration

Teams that lack the proper space to chat about projects and come up with creative ideas have a harder time accomplishing even the most basic of assignments. 

Solution: Use Wrike to loop in team members using @mention for assignees, stakeholders, and followers of any folder or task. Any updates made to task descriptions or progress will be seen by all relevant parties and everyone involved has a place where they can brainstorm ideas together. 

Manage these risks and issues with project management software

The most common problems in project management include everything from ineffective planning to poor communication and scope creep. However, using a project management tool can help you overcome or prevent all of these risks and issues. 

Use Wrike’s two-week free trial to organize project details, strategically assign tasks, and create a well-oiled process that ensures the success of each assignment.

Maria Waida

Maria is a freelance content writer who specializes in blogging and other marketing materials for enterprise software businesses.

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A Short Guide to Problem Solving in Project Management (Expert Tips)

One of the foremost skills that makes you a great project manager is problem-solving.

When you are managing your projects, problems are inevitable. As we all have to face the same sort of situations even in our daily life. What makes the difference is knowledge and how efficiently you put in that knowledge to solve a current or impending issue.

Problem-solving is the process of observing what is going on in your environment; identifying things that could be changed or improved. kepner-tregoe

Problem-solving in project management is a strategic process. Hence, you can't achieve that skill overnight. It needs step-by-step learning, adopting a framework to do that, and obviously, maintaining some crucial considerations.

Well, in this short guide, we will show you some of the proven problem-solving methods to follow in project management. After you finish reading, you will be able to understand what are the most essential things you must do, and initiate a roadmap to become an efficient problem solver.

Importance of Problem Solving in Project Management

There are many reasons that you must learn the skill of problem-solving in project management. Before you get on with the top techniques or best practices, let's go through some of the key points that make problem-solving in project management a serious business.

• Fixing Broken Things in the Process
• Sort Out the Risks
• Improving performance
• Looking for Opportunities

1. Fixing Broken Things in the Process

Problem-solving demands a unique mentality. When you have that in mind, you can easily look after your projects with more intensity. Doing business and managing projects is a simultaneous thing . A well-developed problem-solving structure helps you to point out things that are broken, need improvement, or an update.

2. Sort Out the Risks

Identifying risks is crucial to your projects. The problem-solving framework helps you to understand the current state of your business. With sufficient data, you can easily sort out the risks that can be handled with proper resources.

3. Improving performance

Your projects and the employees are integral, they complement each other to reach a single goal – success and development. So, when you are all up to looking for a reliable solution to your problems, it also makes a good impact on your employees. Eventually, that leads to improving your overall performance.

4. Looking for Opportunities

The more you keep solving problems, you see the newest crack, broken things, and things that need an update. With the same process, you can learn to see the big picture, understand the nature of the big picture, and become capable to convey it as a project manager . Hence, you can sort out the risks and opportunities and the same time.

If you want to manage all your project activities right from your WordPress dashboard check this article on The Beginner’s Guide To WordPress Project Management .

5 Steps to Problem Solving in Project Management You Should Follow

As you already know, problem-solving skills demand a framework. As a project manager, you must streamline the most fitting methods following your expertise and resources. Below, we have sorted a handful of the most proven techniques that can make you a smart professional for problem-solving in project management.

Take a look at them one by one –

• Defining the Problem is Your First Priority
• Find Out the Reasons Behind the Problem
• Generating Ideas for Solutions
• Select the Most Fitting Solution
• Taking Action to Solve Your Problems

1. Defining the Problem is Your First Priority

The way you look at a problem, your employees won't. Because, when they see a problem, they want you to solve it for them, as you are the project manager. So, it's important for you to define the problem in the first place. For example, your team is continuously missing deadlines, so it's an issue from their end. To get to a viable solution, you must understand why your team is doing the same mistakes.

Understanding the nature of a problem is possible when you know why something is happening to your project, and why things keep getting in trouble. To figure it out, you can follow the 5W1H approach.

It means asking these six questions to define a problem in project management –

• Who   does the problem affect?
• What are the symptoms of the problem?
• Where does/ wherein the project did it happen?
• When does it happen?
• Why   does the problem take place?
• How does it happen?

So, asking this question would definitely help you to define your problem when you want to solve it in a smart and impeccable way.

Read more: How to Improve Team Productivity Using WP Project Manager .

2. Find Out the Reasons Behind the Problem

After you understand the nature of a problem, the next necessary step is to find out the reasons behind it and analyze them to the core. It is similar to finding the gap in your workflow and filling them one after another to reach a suitable solution. Therefore, finding reasons won't be hard if you follow a strategic approach.

For example, you can use a Fishbone diagram. It is a famous and useful process to find out the reasons for a problem. Well, what is a Fishbone diagram? Japanese organizational theorist Kaoru Ishikawa created it that is used to categorize the core reasons for a problem in a visual form.

Look above the picture. Suppose, the problem is your website is down. A Fishbone diagram will help you to note down the possible reasons that can cause your website to fall. By maintaining such a visual demonstration , you can get better and more effective regarding your problem-solving in project management.

Here are some unavoidable things – the reasons you note down, they ought to be real. From a lot of possible reasons, your job is to understand the real reasons. It is possible if you go for deep analysis. Hence, to do this, Root Cause Analysis (RCA) would be helpful.

3. Generating Ideas for Solutions

Now that you know which problem you need to solve, and what are the causes, you can go for generating ideas for the right solutions. It is a gradual step of problem-solving in project management. So, in this step, you have more liberty to become creative. The goal of this step is to find out a set of solutions. You need a reserve of solutions or alternative solutions evidently. They help you to reduce your risks. If one solution fails, you may go for an alternative approach.

Hence, you need to do a lot of mind work, research and gather ways to possible solutions. The two best ways of generating ideas are – brainstorming and mind mapping.

Mindtools explains that creative problem-solving works in four steps. They are – clarify, ideate, develop, implement.

The clarification stage makes you explore again your vision of the project and the nature of the problems. Then it guides to gathering necessary data and formulating questions. The following steps are all about expanding the framework with all of your understanding, data, resources, and goal to explore ideas, formulate solutions, and create a plan for implementation.

4. Select the Most Fitting Solution

It's not easy to select the right color when your wardrobe is full of similar clothing. But when you are determined, and know the etiquette and dress code of that particular program, your fashion sense lets you choose the color that is most fitting. The same thing always occurs while you are managing any projects and up to solve something.

After you have generated a lot of ideas and formulated a bunch of different solutions, hesitation is inevitable. So as a project manager, your problem-solving skill demands that you select the most useful and easiest way to sort out your trouble.

Well, the best ways to do that is to measure all the solutions, compare them with each other, and consider the following facts –

• Your expectation and priorities
• Evaluate all the solutions and measure them
• Consider your resources
• Go for the simplest one in the first place

However, you should never stop asking questions. Ask yourself, inspire your pupils working on the project to ask questions. The more question arises, the solution would be more effective and flawless.

5. Taking Action to Solve Your Problems

When you know what is your problem, and which solution you must implement, start right over. It's time to take action. Implementing a solution is the final step. But you must come through all the earlier steps to reach that level. It's an established framework to increase your skill as a problem solver.

Read More: 6 Interesting Project Management Ideas To Follow in 2023 .

How a Project Management Tool Can Help You in Problem-solving

In an age of automation, project management becomes easier because of tools that help you create an online database of your employees, clients, accounts, overall projects, etc. PM automation software lets you keep track of every process live, and ease your effort to make better decisions.

For example, if you have a PM automation tool like WP Project Manager , you're problem-solving in project management would be more viable and simple. Here's how –

• It ensures the best use of your resources and planning
• Robustly organize and track your projects and tasks
• Advanced management tool to make your tracking more efficient
• The tool will intensify your collaborative effort
• Generate a report so that you can see how your projects going on and what are your lackings

Overall, WP Project Manager has all the features that can make your workflow streamlined. When you see live updates and activities of your projects dashboard (including Kanban board, Gantt Chart, Task list, Calendar, etc), you can easily follow all the problem-solving steps with more efficiency. The job would be easier, nonetheless.

Bonus: A Quick Glimpse of Project Management Best Practices

To excel in project management, it is essential to follow industry best practices.

Here are some key best practices to consider:

• Define clear project objectives and success criteria at the beginning.
• Develop a comprehensive project plan that includes a detailed schedule, resource allocation, and risk management strategy.
• Establish a robust management process that can easily adjust to new changes.
• Foster a culture of open communication and collaboration throughout the project team.
• Regularly monitor project progress and key performance indicators.
• Proactively identify and mitigate project risks.
• Provide ongoing support and feedback to team members.
• Continuously learn from past projects and incorporate lessons learned into future projects.

Though it's not mandatory one strategy will work the same way for all industries. But if you have prior ideas, it would be easier for you to make constructive decisions.

By adopting these best practices, project managers can set themselves up for success and increase the likelihood of delivering projects on time and within budget.

Read more: 7 Project Management Strategies To Get Ahead Of The Game (Tips+Tool).

Closing Up for Problem-Solving in Project Management

Most problems are small in the beginning. As a resourceful project manager, your job is to solve them as soon as possible. The more you delay, the bigger the problem would grow. A ship often has many little glitches in the engine or cracks when it is on a long voyage. The smart captain is always in the loop to fix them simultaneously. As a project manager, your job is nothing less than that.

A strategic problem-solving framework will help you to cope with that loop, and a perfect project management automation tool lets you solve your problems faster (don't forget to add up flexibility, affordability, time management, and smartness).

So, here are our final words – keep innovating the newest ways to solve problems in your projects, and don't let your problem grow bigger than you.

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Kaji Enamul Islam

Enamul is an author of fiction, eCommerce, digital business, and WordPress. Addicted to stories, facts, movies, and books. Loves traveling to unusual places.

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What Is Problem Solving in Project Management? Here’s Everything You Need to Know

• Written by Contributing Writer
• Updated on August 4, 2023

In project management , problem-solving is a crucial and necessary skill. Whether you have failed to consider every possible factor impacting a project, a problem arises through no fault of your own, or conditions change that create issues, problems must be addressed promptly to keep projects on track.

In this article, we will define problem-solving and how it impacts projects, provide real-world examples of problem-solving, and give you a structured, step-by-step process to solve problems. We’ll also show you how earning a project management certification can help you gain practical experience in problem-solving methods.

What Is Problem-Solving?

Problem-solving is a process to identify roadblocks or defects that arise during a project. A structured system to define problems, identify root causes, brainstorm and test solutions, and monitor results can affect change to improve performance and overcome challenges.

Effective problem-solving enables teams to deal with uncertainties or gaps in planning to minimize the impact on outcomes.

The Importance of Problem-Solving in Project Management

During a project and operation, problems can arise at any time. You may find that your planning before launching a product, for example, did not consider all the factors that impact results. You may find that you were too optimistic about project timelines, performance, or workforce. Or, as many of us discovered over the past few years, supply chain disruption may make even the best project plans obsolete.

Regardless, your job is identifying, solving, and overcoming these problems. Project managers must be skilled in leading team members through a structured approach to resolving problems.

Proactive problem-solving requires careful consideration of all the variables in a project, including preparation to:

• Achieve project objectives
• Address obstacles before they arise
• Manage project risks and contingency plans
• Manage communication and collaboration
• Provide a framework for time and cost management
• Provide a pathway for continuous improvement

Also Read: 10 Tips on How to Increase Productivity in the Workplace

Problem-Solving Steps in Project Management

While the process you choose to solve problems may vary, here is a seven-step framework many project managers use. This problem-solving method combines primary and secondary problem-solving steps.

#1. Define the Problem

• Gather data and information from key stakeholders, team members, and project documentation. Include any relevant reporting or data analysis
• Itemized key details, such as a description of the problem, timelines, outcomes, and impact
• Frame the issue as a problem statement

A good example of a problem statement might be: An unexpected demand spike has exceeded our current production capacity. How can we still meet customer deadlines for delivery?

#2. Analyze Root Causes

• Break down issues into smaller components to diagnose bottlenecks or problems
• Identify the organizational, mechanical, environmental, or operational factors that contribute
• Distinguish between one-time issues vs. systematic, ongoing areas that need improvement

When analyzing root causes, it’s common to find multiple factors contributing to a problem. As such, it is essential to prioritize issues that have the most significant impact on outcomes.

#3. Brainstorm Potential Solutions

• Holding specific sessions focused on brainstorming ideas to resolve root causes
• Build on ideas or suggest combinations or iterations
• Categorize solutions by types, such as process or input changes, adding additional resources, outsourcing, etc.)

In brainstorming, you should refrain from immediately analyzing suggestions to keep ideas coming.

#4. Evaluate Potential Solutions

• Reframe the problem and concern for team members, providing a framework for evaluation such as cost, timing, and feasibility
• With ideas in hand, it is time to evaluate potential solutions. Project managers often employ strategies such as weighted scoring models to rank ideas.
• Consider the pros and cons in relation to project objectives

As you narrow the list, getting additional insight from subject matter experts to evaluate real-world viability is helpful. For example, if you are proposing a process change in operating a machine, get feedback from skilled operators before implementing changes.

#5. Decide on a Plan of Action

• Make a decision on which course of action you want to pursue and make sure the solution aligns with your organizational goals
• Create an action plan to implement the changes, including key milestones
• Assign project ownership, deadlines, resources, and budgets

Defining what outcomes you need to achieve to declare success is also essential. Are you looking for incremental change or significant improvements, and what timeline are you establishing for measurement?

#6. Implement the Action Plan

• Communicate the plan with key stakeholders
• Provide any training associated with the changes
• Allocate resources necessary for implementation

As part of the action plan, you will also want to detail the measures and monitoring you will put in place to assess process outcomes.

#7. Monitor and Track Results

• Track solution performance against the action plan and key milestones
• Solicit feedback from the project team on problem-solving effectiveness
• Ensure the solution resolves the root cause, creating the desired results without negatively impacting other areas of the operation

You should refine results or start the process over again to increase performance. For example, you may address the root cause but find a need for secondary problem-solving in project management, focusing on other factors.

These problem-solving steps are used repeatedly in lean management and Six Sigma strategies for continuous improvement.

Also Read: 5 Project Management Steps You Need to Know

How Project Management Tools Can Help You in Problem-Solving

Project management software can guide teams through problem-solving, acting as a central repository to provide visibility into the stages of a project.

The best project management software will include the following:

• Issue tracking to capture problems as they arise
• Chat and real-time collaboration for discussion and brainstorming
• Templates for analysis, such as fishbone diagrams
• Action plans, assigning tasks, ownership, and accountability
• Dashboards for updates to monitor solutions
• Reporting on open issues, mitigation, and resolution

Examples of Problem-Solving

Here are some examples of the problem-solving process demonstrating how team members can work through the process to achieve results.

Sign-ups for a New Software Solution Were Well Below First-Month Targets

After analyzing the data, a project team identifies the root cause as inefficient onboarding and account configurations. They then brainstorm solutions. Ideas include re-architecting the software, simplifying onboarding steps, improving the initial training and onboarding process, or applying additional resources to guide customers through the configuration process.

After weighing alternatives, the company invests in streamlining onboarding and developing software to automate configuration.

A Project Was at Risk of Missing a Hard Deadline Due to Supplier Delays

In this case, you already know the root cause: Your supplier cannot deliver the necessary components to complete the project on time. Brainstorming solutions include finding alternative sources for components, considering project redesigns to use different (available) components, negotiating price reductions with customers due to late delivery, or adjusting the scope to complete projects without this component.

After evaluating potential solutions, the project manager might negotiate rush delivery with the original vendor. While this might be more expensive, it enables the business to meet customer deadlines. At the same time, project schedules might be adjusted to account for later-than-expected part delivery.

A Construction Project Is Falling Behind Due to Inclement Weather

Despite months of planning, a major construction project has fallen behind schedule due to bad weather, preventing concrete and masonry work. The problem-solving team brainstorms the problem and evaluates solutions, such as constructing temporary protection from the elements, heating concrete to accelerate curing, and bringing on additional crews once the weather clears.

The project team might decide to focus on tasks not impacted by weather earlier in the process than expected to postpone exterior work until the weather clears.

Also Read: Understanding KPIs in Project Management

Improve Your Problem-Solving and Project Management Skills

This project management course delivered by Simpliearn, in collaboration wiht the University of Massachusetts, can boost your career journey as a project manager. This 24-week online bootcamp aligns with Project Management Institute (PMI) practices, the Project Management Professional (PMP®) certification, and IASSC-Lean Six Sigma.

This program teaches skills such as:

• Agile management
• Customer experience design
• Design thinking
• Digital transformation
• Lean Six Sigma Green Belt

You might also like to read:

5 Essential Project Management Steps You Need to Know

Project Management Frameworks and Methodologies Explained

13 Key Project Management Principles and How to Use Them

Project Management Phases: A Full Breakdown

How To Develop a Great Project Management Plan in 2023

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Learn Creative Problem Solving Techniques to Stimulate Innovation in Your Organization

By Kate Eby | October 20, 2017 (updated August 27, 2021)

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In today’s competitive business landscape, organizations need processes in place to make strong, well-informed, and innovative decisions. Problem solving - in particular creative problem solving (CPS) - is a key skill in learning how to accurately identify problems and their causes, generate potential solutions, and evaluate all the possibilities to arrive at a strong corrective course of action. Every team in any organization, regardless of department or industry, needs to be effective, creative, and quick when solving problems. 

In this article, we’ll discuss traditional and creative problem solving, and define the steps, best practices, and common barriers associated. After that, we’ll provide helpful methods and tools to identify the cause(s) of problematic situations, so you can get to the root of the issue and start to generate solutions. Then, we offer nearly 20 creative problem solving techniques to implement at your organization, or even in your personal life. Along the way, experts weigh in on the importance of problem solving, and offer tips and tricks. 

What Is Problem Solving and Decision Making?

Problem solving is the process of working through every aspect of an issue or challenge to reach a solution. Decision making is choosing one of multiple proposed solutions  — therefore, this process also includes defining and evaluating all potential options. Decision making is often one step of the problem solving process, but the two concepts are distinct. 

Collective problem solving is problem solving that includes many different parties and bridges the knowledge of different groups. Collective problem solving is common in business problem solving because workplace decisions typically affect more than one person. 

Problem solving, especially in business, is a complicated science. Not only are business conflicts multifaceted, but they often involve different personalities, levels of authority, and group dynamics. In recent years, however, there has been a rise in psychology-driven problem solving techniques, especially for the workplace. In fact, the psychology of how people solve problems is now studied formally in academic disciplines such as psychology and cognitive science.

Joe Carella is the Assistant Dean for Executive Education at the University of Arizona . Joe has over 20 years of experience in helping executives and corporations in managing change and developing successful business strategies. His doctoral research and executive education engagements have seen him focus on corporate strategy, decision making and business performance with a variety of corporate clients including Hershey’s, Chevron, Fender Musical Instruments Corporation, Intel, DP World, Essilor, BBVA Compass Bank.

He explains some of the basic psychology behind problem solving: “When our brain is engaged in the process of solving problems, it is engaged in a series of steps where it processes and organizes the information it receives while developing new knowledge it uses in future steps. Creativity is embedded in this process by incorporating diverse inputs and/or new ways of organizing the information received.”

Laura MacLeod is a Professor of Social Group Work at City University of New York, and the creator of From The Inside Out Project® , a program that coaches managers in team leadership for a variety of workplaces. She has a background in social work and over two decades of experience as a union worker, and currently leads talks on conflict resolution, problem solving, and listening skills at conferences across the country. 

MacLeod thinks of problem solving as an integral practice of successful organizations. “Problem solving is a collaborative process — all voices are heard and connected, and resolution is reached by the group,” she says. “Problems and conflicts occur in all groups and teams in the workplace, but if leaders involve everyone in working through, they will foster cohesion, engagement, and buy in. Everybody wins.”

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What Is the First Step in Solving a Problem?

Although problem solving techniques vary procedurally, experts agree that the first step in solving a problem is defining the problem. Without a clear articulation of the problem at stake, it is impossible to analyze all the key factors and actors, generate possible solutions, and then evaluate them to pick the best option. 

Dr. Elliott Jaffa is a behavioral and management psychologist with over 25 years of problem solving training and management experience. “Start with defining the problem you want to solve,” he says, “And then define where you want to be, what you want to come away with.” He emphasizes these are the first steps in creating an actionable, clear solution. 

Bryan Mattimore is Co-Founder of Growth Engine, an 18-year old innovation agency based in Norwalk, CT. Bryan has facilitated over 1,000 ideation sessions and managed over 200 successful innovation projects leading to over $3 billion in new sales. His newest book is 21 Days to a Big Idea . When asked about the first critical component to successful problem solving, Mattimore says, “Defining the challenge correctly, or ‘solving the right problem’ … The three creative techniques we use to help our clients ‘identify the right problem to be solved’ are questioning assumptions, 20 questions, and problem redefinition. A good example of this was a new product challenge from a client to help them ‘invent a new iron. We got them to redefine the challenge as first: a) inventing new anti-wrinkle devices, and then b) inventing new garment care devices.”

What Are Problem Solving Skills?

To understand the necessary skills in problem solving, you should first understand the types of thinking often associated with strong decision making. Most problem solving techniques look for a balance between the following binaries:

• Convergent vs. Divergent Thinking: Convergent thinking is bringing together disparate information or ideas to determine a single best answer or solution. This thinking style values logic, speed, and accuracy, and leaves no chance for ambiguity. Divergent thinking is focused on generating new ideas to identify and evaluate multiple possible solutions, often uniting ideas in unexpected combinations. Divergent thinking is characterized by creativity, complexity, curiosity, flexibility, originality, and risk-taking.
• Pragmatics vs. Semantics: Pragmatics refer to the logic of the problem at hand, and semantics is how you interpret the problem to solve it. Both are important to yield the best possible solution.
• Mathematical vs. Personal Problem Solving: Mathematical problem solving involves logic (usually leading to a single correct answer), and is useful for problems that involve numbers or require an objective, clear-cut solution. However, many workplace problems also require personal problem solving, which includes interpersonal, collaborative, and emotional intuition and skills. 

The following basic methods are fundamental problem solving concepts. Implement them to help balance the above thinking models.

• Reproductive Thinking: Reproductive thinking uses past experience to solve a problem. However, be careful not to rely too heavily on past solutions, and to evaluate current problems individually, with their own factors and parameters. 
• Idea Generation: The process of generating many possible courses of action to identify a solution. This is most commonly a team exercise because putting everyone’s ideas on the table will yield the greatest number of potential solutions. 

However, many of the most critical problem solving skills are “soft” skills: personal and interpersonal understanding, intuitiveness, and strong listening. 

Mattimore expands on this idea: “The seven key skills to be an effective creative problem solver that I detail in my book Idea Stormers: How to Lead and Inspire Creative Breakthroughs are: 1) curiosity 2) openness 3) a willingness to embrace ambiguity 4) the ability to identify and transfer principles across categories and disciplines 5) the desire to search for integrity in ideas, 6) the ability to trust and exercise “knowingness” and 7) the ability to envision new worlds (think Dr. Seuss, Star Wars, Hunger Games, Harry Potter, etc.).”

“As an individual contributor to problem solving it is important to exercise our curiosity, questioning, and visioning abilities,” advises Carella. “As a facilitator it is essential to allow for diverse ideas to emerge, be able to synthesize and ‘translate’ other people’s thinking, and build an extensive network of available resources.”

MacLeod says the following interpersonal skills are necessary to effectively facilitate group problem solving: “The abilities to invite participation (hear all voices, encourage silent members), not take sides, manage dynamics between the monopolizer, the scapegoat, and the bully, and deal with conflict (not avoiding it or shutting down).” 

Furthermore, Jaffa explains that the skills of a strong problem solver aren’t measurable. The best way to become a creative problem solver, he says, is to do regular creative exercises that keep you sharp and force you to think outside the box. Carella echoes this sentiment: “Neuroscience tells us that creativity comes from creating novel neural paths. Allow a few minutes each day to exercise your brain with novel techniques and brain ‘tricks’ – read something new, drive to work via a different route, count backwards, smell a new fragrance, etc.”

What Is Creative Problem Solving? History, Evolution, and Core Principles

Creative problem solving (CPS) is a method of problem solving in which you approach a problem or challenge in an imaginative, innovative way. The goal of CPS is to come up with innovative solutions, make a decision, and take action quickly. Sidney Parnes and Alex Osborn are credited with developing the creative problem solving process in the 1950s. The concept was further studied and developed at SUNY Buffalo State and the Creative Education Foundation. 

The core principles of CPS include the following:

• Balance divergent and convergent thinking
• Ask problems as questions
• Defer or suspend judgement
• Focus on “Yes, and…” rather than “No, but…”

According to Carella, “Creative problem solving is the mental process used for generating innovative and imaginative ideas as a solution to a problem or a challenge. Creative problem solving techniques can be pursued by individuals or groups.”

When asked to define CPS, Jaffa explains that it is, by nature, difficult to create boundaries for. “Creative problem solving is not cut and dry,” he says, “If you ask 100 different people the definition of creative problem solving, you’ll get 100 different responses - it’s a non-entity.”

Business presents a unique need for creative problem solving. Especially in today’s competitive landscape, organizations need to iterate quickly, innovate with intention, and constantly be at the cutting-edge of creativity and new ideas to succeed. Developing CPS skills among your workforce not only enables you to make faster, stronger in-the-moment decisions, but also inspires a culture of collaborative work and knowledge sharing. When people work together to generate multiple novel ideas and evaluate solutions, they are also more likely to arrive at an effective decision, which will improve business processes and reduce waste over time. In fact, CPS is so important that some companies now list creative problem solving skills as a job criteria.

MacLeod reiterates the vitality of creative problem solving in the workplace. “Problem solving is crucial for all groups and teams,” she says. “Leaders need to know how to guide the process, hear all voices and involve all members - it’s not easy.”

“This mental process [of CPS] is especially helpful in work environments where individuals and teams continuously struggle with new problems and challenges posed by their continuously changing environment,” adds Carella. 

Problem Solving Best Practices

By nature, creative problem solving does not have a clear-cut set of do’s and don’ts. Rather, creating a culture of strong creative problem solvers requires flexibility, adaptation, and interpersonal skills. However, there are a several best practices that you should incorporate:

• Use a Systematic Approach: Regardless of the technique you use, choose a systematic method that satisfies your workplace conditions and constraints (time, resources, budget, etc.). Although you want to preserve creativity and openness to new ideas, maintaining a structured approach to the process will help you stay organized and focused. 
• View Problems as Opportunities: Rather than focusing on the negatives or giving up when you encounter barriers, treat problems as opportunities to enact positive change on the situation. In fact, some experts even recommend defining problems as opportunities, to remain proactive and positive.
• Change Perspective: Remember that there are multiple ways to solve any problem. If you feel stuck, changing perspective can help generate fresh ideas. A perspective change might entail seeking advice of a mentor or expert, understanding the context of a situation, or taking a break and returning to the problem later. “A sterile or familiar environment can stifle new thinking and new perspectives,” says Carella. “Make sure you get out to draw inspiration from spaces and people out of your usual reach.”
• Break Down Silos: To invite the greatest possible number of perspectives to any problem, encourage teams to work cross-departmentally. This not only combines diverse expertise, but also creates a more trusting and collaborative environment, which is essential to effective CPS. According to Carella, “Big challenges are always best tackled by a group of people rather than left to a single individual. Make sure you create a space where the team can concentrate and convene.”
• Employ Strong Leadership or a Facilitator: Some companies choose to hire an external facilitator that teaches problem solving techniques, best practices, and practicums to stimulate creative problem solving. But, internal managers and staff can also oversee these activities. Regardless of whether the facilitator is internal or external, choose a strong leader who will value others’ ideas and make space for creative solutions.  Mattimore has specific advice regarding the role of a facilitator: “When facilitating, get the group to name a promising idea (it will crystalize the idea and make it more memorable), and facilitate deeper rather than broader. Push for not only ideas, but how an idea might specifically work, some of its possible benefits, who and when would be interested in an idea, etc. This fleshing-out process with a group will generate fewer ideas, but at the end of the day will yield more useful concepts that might be profitably pursued.” Additionally, Carella says that “Executives and managers don’t necessarily have to be creative problem solvers, but need to make sure that their teams are equipped with the right tools and resources to make this happen. Also they need to be able to foster an environment where failing fast is accepted and celebrated.”
• Evaluate Your Current Processes: This practice can help you unlock bottlenecks, and also identify gaps in your data and information management, both of which are common roots of business problems.

MacLeod offers the following additional advice, “Always get the facts. Don’t jump too quickly to a solution – working through [problems] takes time and patience.”

Mattimore also stresses that how you introduce creative problem solving is important. “Do not start by introducing a new company-wide innovation process,” he says. “Instead, encourage smaller teams to pursue specific creative projects, and then build a process from the ground up by emulating these smaller teams’ successful approaches. We say: ‘You don’t innovate by changing the culture, you change the culture by innovating.’”

Barriers to Effective Problem Solving

Learning how to effectively solve problems is difficult and takes time and continual adaptation. There are several common barriers to successful CPS, including:

• Confirmation Bias: The tendency to only search for or interpret information that confirms a person’s existing ideas. People misinterpret or disregard data that doesn’t align with their beliefs.
• Mental Set: People’s inclination to solve problems using the same tactics they have used to solve problems in the past. While this can sometimes be a useful strategy (see Analogical Thinking in a later section), it often limits inventiveness and creativity.
• Functional Fixedness: This is another form of narrow thinking, where people become “stuck” thinking in a certain way and are unable to be flexible or change perspective.
• Unnecessary Constraints: When people are overwhelmed with a problem, they can invent and impose additional limits on solution avenues. To avoid doing this, maintain a structured, level-headed approach to evaluating causes, effects, and potential solutions.
• Groupthink: Be wary of the tendency for group members to agree with each other — this might be out of conflict avoidance, path of least resistance, or fear of speaking up. While this agreeableness might make meetings run smoothly, it can actually stunt creativity and idea generation, therefore limiting the success of your chosen solution.
• Irrelevant Information: The tendency to pile on multiple problems and factors that may not even be related to the challenge at hand. This can cloud the team’s ability to find direct, targeted solutions.
• Paradigm Blindness: This is found in people who are unwilling to adapt or change their worldview, outlook on a particular problem, or typical way of processing information. This can erode the effectiveness of problem solving techniques because they are not aware of the narrowness of their thinking, and therefore cannot think or act outside of their comfort zone.

According to Jaffa, the primary barrier of effective problem solving is rigidity. “The most common things people say are, ‘We’ve never done it before,’ or ‘We’ve always done it this way.’” While these feelings are natural, Jaffa explains that this rigid thinking actually precludes teams from identifying creative, inventive solutions that result in the greatest benefit.

“The biggest barrier to creative problem solving is a lack of awareness – and commitment to – training employees in state-of-the-art creative problem-solving techniques,” Mattimore explains. “We teach our clients how to use ideation techniques (as many as two-dozen different creative thinking techniques) to help them generate more and better ideas. Ideation techniques use specific and customized stimuli, or ‘thought triggers’ to inspire new thinking and new ideas.” 

MacLeod adds that ineffective or rushed leadership is another common culprit. “We're always in a rush to fix quickly,” she says. “Sometimes leaders just solve problems themselves, making unilateral decisions to save time. But the investment is well worth it — leaders will have less on their plates if they can teach and eventually trust the team to resolve. Teams feel empowered and engagement and investment increases.”

Strategies for Problem Cause Identification

As discussed, most experts agree that the first and most crucial step in problem solving is defining the problem. Once you’ve done this, however, it may not be appropriate to move straight to the solution phase. Rather, it is often helpful to identify the cause(s) of the problem: This will better inform your solution planning and execution, and help ensure that you don’t fall victim to the same challenges in the future. 

Below are some of the most common strategies for identifying the cause of a problem:

• Root Cause Analysis: This method helps identify the most critical cause of a problem. A factor is considered a root cause if removing it prevents the problem from recurring. Performing a root cause analysis is a 12 step process that includes: define the problem, gather data on the factors contributing to the problem, group the factors based on shared characteristics, and create a cause-and-effect timeline to determine the root cause. After that, you identify and evaluate corrective actions to eliminate the root cause.

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Problem Solving Techniques and Strategies

In this section, we’ll explain several traditional and creative problem solving methods that you can use to identify challenges, create actionable goals, and resolve problems as they arise. Although there is often procedural and objective crossover among techniques, they are grouped by theme so you can identify which method works best for your organization.

Divergent Creative Problem Solving Techniques

Brainstorming: One of the most common methods of divergent thinking, brainstorming works best in an open group setting where everyone is encouraged to share their creative ideas. The goal is to generate as many ideas as possible – you analyze, critique, and evaluate the ideas only after the brainstorming session is complete. To learn more specific brainstorming techniques, read this article . 

Mind Mapping: This is a visual thinking tool where you graphically depict concepts and their relation to one another. You can use mind mapping to structure the information you have, analyze and synthesize it, and generate solutions and new ideas from there. The goal of a mind map is to simplify complicated problems so you can more clearly identify solutions.

Appreciative Inquiry (AI): The basic assumption of AI is that “an organization is a mystery to be embraced.” Using this principle, AI takes a positive, inquisitive approach to identifying the problem, analyzing the causes, and presenting possible solutions. The five principles of AI emphasize dialogue, deliberate language and outlook, and social bonding. 

Lateral Thinking: This is an indirect problem solving approach centered on the momentum of idea generation. As opposed to critical thinking, where people value ideas based on their truth and the absence of errors, lateral thinking values the “movement value” of new ideas: This means that you reward team members for producing a large volume of new ideas rapidly. With this approach, you’ll generate many new ideas before approving or rejecting any.

Problem Solving Techniques to Change Perspective

Constructive Controversy: This is a structured approach to group decision making to preserve critical thinking and disagreement while maintaining order. After defining the problem and presenting multiple courses of action, the group divides into small advocacy teams who research, analyze, and refute a particular option. Once each advocacy team has presented its best-case scenario, the group has a discussion (advocacy teams still defend their presented idea). Arguing and playing devil’s advocate is encouraged to reach an understanding of the pros and cons of each option. Next, advocacy teams abandon their cause and evaluate the options openly until they reach a consensus. All team members formally commit to the decision, regardless of whether they advocated for it at the beginning. You can learn more about the goals and steps in constructive controversy here . 

Carella is a fan of this approach. “Create constructive controversy by having two teams argue the pros and cons of a certain idea,” he says. “It forces unconscious biases to surface and gives space for new ideas to formulate.”

Abstraction: In this method, you apply the problem to a fictional model of the current situation. Mapping an issue to an abstract situation can shed extraneous or irrelevant factors, and reveal places where you are overlooking obvious solutions or becoming bogged down by circumstances. 

Analogical Thinking: Also called analogical reasoning , this method relies on an analogy: using information from one problem to solve another problem (these separate problems are called domains). It can be difficult for teams to create analogies among unrelated problems, but it is a strong technique to help you identify repeated issues, zoom out and change perspective, and prevent the problems from occurring in the future. .

CATWOE: This framework ensures that you evaluate the perspectives of those whom your decision will impact. The factors and questions to consider include (which combine to make the acronym CATWOE):

• Customers: Who is on the receiving end of your decisions? What problem do they currently have, and how will they react to your proposed solution?
• Actors: Who is acting to bring your solution to fruition? How will they respond and be affected by your decision?
• Transformation Process: What processes will you employ to transform your current situation and meet your goals? What are the inputs and outputs?
• World View: What is the larger context of your proposed solution? What is the larger, big-picture problem you are addressing?
• Owner: Who actually owns the process? How might they influence your proposed solution (positively or negatively), and how can you influence them to help you?
• Environmental Constraints: What are the limits (environmental, resource- and budget-wise, ethical, legal, etc.) on your ideas? How will you revise or work around these constraints?

Complex Problem Solving

Soft Systems Methodology (SSM): For extremely complex problems, SSM can help you identify how factors interact, and determine the best course of action. SSM was borne out of organizational process modeling and general systems theory, which hold that everything is part of a greater, interconnected system: This idea works well for “hard” problems (where logic and a single correct answer are prioritized), and less so for “soft” problems (i.e., human problems where factors such as personality, emotions, and hierarchy come into play). Therefore, SSM defines a seven step process for problem solving: 

• Begin with the problem or problematic situation 
• Express the problem or situation and build a rich picture of the themes of the problem 
• Identify the root causes of the problem (most commonly with CATWOE)
• Build conceptual models of human activity surrounding the problem or situation
• Compare models with real-world happenings
• Identify changes to the situation that are both feasible and desirable
• Take action to implement changes and improve the problematic situation

SSM can be used for any complex soft problem, and is also a useful tool in change management . 

Failure Mode and Effects Analysis (FMEA): This method helps teams anticipate potential problems and take steps to mitigate them. Use FMEA when you are designing (redesigning) a complex function, process, product, or service. First, identify the failure modes, which are the possible ways that a project could fail. Then, perform an effects analysis to understand the consequences of each of the potential downfalls. This exercise is useful for internalizing the severity of each potential failure and its effects so you can make adjustments or safeties in your plan. 

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Problem Solving Based on Data or Logic (Heuristic Methods)

TRIZ: A Russian-developed problem solving technique that values logic, analysis, and forecasting over intuition or soft reasoning. TRIZ (translated to “theory of inventive problem solving” or TIPS in English) is a systematic approach to defining and identifying an inventive solution to difficult problems. The method offers several strategies for arriving at an inventive solution, including a contradictions matrix to assess trade-offs among solutions, a Su-Field analysis which uses formulas to describe a system by its structure, and ARIZ (algorithm of inventive problem solving) which uses algorithms to find inventive solutions. 

Inductive Reasoning: A logical method that uses evidence to conclude that a certain answer is probable (this is opposed to deductive reasoning, where the answer is assumed to be true). Inductive reasoning uses a limited number of observations to make useful, logical conclusions (for example, the Scientific Method is an extreme example of inductive reasoning). However, this method doesn’t always map well to human problems in the workplace — in these instances, managers should employ intuitive inductive reasoning , which allows for more automatic, implicit conclusions so that work can progress. This, of course, retains the principle that these intuitive conclusions are not necessarily the one and only correct answer. 

Process-Oriented Problem Solving Methods

Plan Do Check Act (PDCA): This is an iterative management technique used to ensure continual improvement of products or processes. First, teams plan (establish objectives to meet desired end results), then do (implement the plan, new processes, or produce the output), then check (compare expected with actual results), and finally act (define how the organization will act in the future, based on the performance and knowledge gained in the previous three steps). 

Means-End Analysis (MEA): The MEA strategy is to reduce the difference between the current (problematic) state and the goal state. To do so, teams compile information on the multiple factors that contribute to the disparity between the current and goal states. Then they try to change or eliminate the factors one by one, beginning with the factor responsible for the greatest difference in current and goal state. By systematically tackling the multiple factors that cause disparity between the problem and desired outcome, teams can better focus energy and control each step of the process. 

Hurson’s Productive Thinking Model: This technique was developed by Tim Hurson, and is detailed in his 2007 book Think Better: An Innovator’s Guide to Productive Thinking . The model outlines six steps that are meant to give structure while maintaining creativity and critical thinking: 1) Ask “What is going on?” 2) Ask “What is success?” 3) Ask “What is the question?” 4) Generate answers 5) Forge the solution 6) Align resources. 

Control Influence Accept (CIA): The basic premise of CIA is that how you respond to problems determines how successful you will be in overcoming them. Therefore, this model is both a problem solving technique and stress-management tool that ensures you aren’t responding to problems in a reactive and unproductive way. The steps in CIA include:

• Control: Identify the aspects of the problem that are within your control.
• Influence: Identify the aspects of the problem that you cannot control, but that you can influence.
• Accept: Identify the aspects of the problem that you can neither control nor influence, and react based on this composite information. 

GROW Model: This is a straightforward problem solving method for goal setting that clearly defines your goals and current situation, and then asks you to define the potential solutions and be realistic about your chosen course of action. The steps break down as follows:

• Goal: What do you want?
• Reality: Where are you now?
• Options: What could you do?
• Will: What will you do?

OODA Loop: This acronym stands for observe, orient, decide, and act. This approach is a decision-making cycle that values agility and flexibility over raw human force. It is framed as a loop because of the understanding that any team will continually encounter problems or opponents to success and have to overcome them.

There are also many un-named creative problem solving techniques that follow a sequenced series of steps. While the exact steps vary slightly, they all follow a similar trajectory and aim to accomplish similar goals of problem, cause, and goal identification, idea generation, and active solution implementation.

MacLeod offers her own problem solving procedure, which echoes the above steps:

“1. Recognize the Problem: State what you see. Sometimes the problem is covert. 2. Identify: Get the facts — What exactly happened? What is the issue? 3. and 4. Explore and Connect: Dig deeper and encourage group members to relate their similar experiences. Now you're getting more into the feelings and background [of the situation], not just the facts.  5. Possible Solutions: Consider and brainstorm ideas for resolution. 6. Implement: Choose a solution and try it out — this could be role play and/or a discussion of how the solution would be put in place.  7. Evaluate: Revisit to see if the solution was successful or not.”

Many of these problem solving techniques can be used in concert with one another, or multiple can be appropriate for any given problem. It’s less about facilitating a perfect CPS session, and more about encouraging team members to continually think outside the box and push beyond personal boundaries that inhibit their innovative thinking. So, try out several methods, find those that resonate best with your team, and continue adopting new techniques and adapting your processes along the way. 

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19 Sep 2020

A Project Manager's Short Guide to Effective Problem-Solving in 6 Steps

Role of the Project Manager | By Duncan Haughey | Read time minutes

For project managers and business analysts like you, effective problem-solving remains an ever-important soft skill that requires you to combine creative thinking and strong analytical skills. The simple six-step process outlined below will help you master effective problem-solving — a skill that will provide you with the ability to bring a new perspective to problems, helping you to design, and implement, effective solutions.

Step #1: Identify the Problem

First, make sure you're dealing with the real problem, not just its symptoms. In information technology, we use root cause analysis to trace back to the origin of a problem. Take the time needed to do this tracing and discover the real reason for a problem by looking at it from different angles. Here are a few tools that can help:

• Cause and effect diagrams: These diagrams help you gain a solid understanding of what's actually causing the problem.
• Drill-down technique: This technique helps you split problems into decreasingly smaller parts to gain an increasingly more in-depth understanding of the cause.
• 5 whys: This approach helps you drill down to a problem's root cause by asking why five times.

Ultimately, all problems fall into three basic cause types:

• Physical cause: Equipment has had a material failure and stopped working.
• Human cause: Someone made a mistake or forgot to do something.
• Organisational cause: A system or process was flawed and/or failed.

Step #2: List All Possible Solutions

Once you understand the problem, it's time to think about possible solutions. If your problem is simple, the solution will often be clear straightaway. But more complex problems may require a formal approach to finding solutions. Here are some potential techniques you could employ:

• Hold a brainstorming session with your team to identify and explore answers to the problem.
• Use mind mapping to focus your mind, gain clarity and quickly identify solutions.
• Ask a coach to employ the GROW model to help you identify the obstacles preventing you from achieving your goal.

Step #3: Evaluate the Solutions

Once you have your list of solutions, evaluate each one by asking a few questions:

• What are the pros and cons?
• Which measures will resolve the problem and prevent it from re-occurring?

Step #4: Pick the Best Solution

Weigh the solutions against a good outcome versus risk. Here are a few questions you should be asking to help guide this process:

• What options can you discard straightaway?
• Which option will have the best outcome at an acceptable risk level?
• What is your best option?

Step #5: Document the Selected Solution

Once you've identified the best solution, write it down. This action helps you think through the solution thoroughly and identify any implications of implementing the solution. This step is especially useful when solutions are complex, when they require organising, to ensure a specific process order is followed or when you don't want to rely solely on your memory.

Step #6: Create a Contingency Plan

Circumstances may (and often do!) change, so create a plan of what you will do for any foreseeable futures. Don't be caught unprepared when and if things change.

What Would You Do?

Here are three scenarios you may encounter as a project manager. Faced with these situations, what would you do? Click the down arrow to see answer.

Scenario 1: The Urgent Project You have been asked by your director to plan an urgent project. However, you cannot start the project because a colleague with vital information and expertise is away on an extended holiday, and both are essential for project success. How would you approach this situation?

Scenario 2: the unhappy customer your customer is unhappy with the service you're providing on their project. you have not done anything wrong. the customer has been the cause of several delays through last minute and unexpected changes. how would you approach this situation, scenario 3: the serious mistake halfway through a project, you realise you have made a serious mistake. the situation may require significant extra time to resolve and could cause you to miss an important go-live deadline. how would you deal with this situation to ensure you still met the deadline.

As is usually the case, there's no single right answer to each problem, and the answers provided in the example scenarios are just one possibility. Other solutions exist and may, in some cases, even provide a better outcome.

How would you tackle the problems outlined in these scenarios?

Recommended read: How to Perform a Project Handover by Duncan Haughey.

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• Project Management

16 Best Continuous Improvement Tools (with examples) 

2019 - Present Marketing specialist Innovative content marketeer with MSc in International Communication, Mindaugas brings fresh ideas and inspiration about project management and beyond.

If you’re aiming for operational excellence, using continuous improvement tools can significantly boost your chances of success. Out of the many continuous improvement tools out there, we’ve narrowed it down to 16 that we believe are the most common and well-suited for various organizations, each addressing its unique challenges.

As we dive into the 16 best tools, I’ll walk you through their benefits and some downsides, share how I evaluated them, and provide real-world examples.

What is a continuous improvement tool? 

Continuous improvement is a critical component of Lean and Agile methodologies. A continuous improvement tool is like a well-crafted roadmap that organizations constantly rely on to refine their efficiency. Picture it as a toolkit designed to identify, analyze, and implement improvements, whether that’s a process, product, or service. These tools find widespread application  across diverse industries  such as manufacturing, healthcare, software development, construction, education, financial services, mining, and food and beverage. 

For instance, in a manufacturing setting, implementing  Six Sigma methodologies  might involve statistical tools to minimize defects in a production line, ideally leading to higher-quality products and reduced waste. Six Sigma is a disciplined approach to continuous improvement, using quality management methods based on statistical analysis. 

What benefits do organizations see after implementing continuous improvement tools? 

Besides the benefits we’ve already discussed, here’s what organizations experience once they incorporate continuous improvement tools. 

• Quality Boost : Continuous improvement helps identify and eliminate inefficiencies, improving product or service quality.
• Productivity Surge : Streamlining operations systematically through continuous improvement leads to higher productivity and profitability by eliminating unnecessary steps and achieving higher efficiency.
• Cost Savings : Continuous improvement allows organizations to slash costs, optimize resources, and make data-driven decisions, leading to savings and resource optimization.
• Customer Satisfaction : Implementing continuous improvement tools streamlines processes, reducing customer complaints and returns, ultimately improving customer satisfaction.
• Engaged Workforce: Continuous improvement elevates employee engagement and knowledge , empowering them to tackle daily challenges and fostering innovation, ensuring adaptability to changing business landscapes.

Top 16 continuous improvement tools for your organization

1. plan-do-check-act (pdca) cycle.

The PDCA Cycle, often called the Deming Cycle, serves as a continuous improvement framework. In the planning phase, organizations identify areas for improvement. The doing phase involves implementing changes. Checking involves assessing the results focusing on adjusting strategies based on the findings.

It’s a cyclical process that enables organizations to refine and optimize processes iteratively. It’s flexible and adaptable to various industries and processes. However, this tool requires commitment and may become routine if not implemented with creativity. 

2. Value Stream Mapping

Value Stream Mapping (VSM) visually represents a process from start to finish. It helps identify steps that add value and those that are wasteful. Analyzing the entire value stream aids organizations in eliminating bottlenecks and streamlining processes.  

Before using this tool, remember that initial mapping can be time-consuming, and effectiveness highly depends on accurate data and understanding of processes. 

Kaizen , meaning “continuous improvement” in Japanese, is a philosophy that encourages small, incremental changes by involving all employees. It fosters a culture where every worker actively contributes to improving processes, leading to a continuous cycle of positive change and efficiency gains.  

We have a complete guide about Kaizen tools that might bring some clarity. It is important to note that Kaizen’s effectiveness depends on accurate data and understanding of processes. 

Originating from Toyota’s production system, Kanban is a visual management method . It involves cards or boards representing tasks or products, allowing teams to monitor and optimize workflow.  

The main reason to choose Kanban is when you want to maintain a smooth production flow, minimize inventory, and respond quickly to changes in demand.

The main reason not to choose Kanban is if your company operates in a highly variable environment, where it may face challenges due to its complexity.  

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5. Quality Management

Quality Management involves a systematic approach to meeting and exceeding customer expectations. It includes processes, standards, and methodologies to ensure consistent quality in products or services. Industries implement Quality Management systems like ISO 9001.  

These systems standardize processes to ensure consistency. Also, enhance customer satisfaction, minimize errors, and improve overall performance. 

However, remember that strict adherence may stifle innovation, and in some cases, obtaining the certification can be a resource-intensive task. 

6. 5 Whys 

The 5 Why’s is a problem-solving technique. It’s simple and aimed at identifying the root cause of an issue by repeatedly asking “why” until the core problem is revealed. Organizations use this method to delve beyond surface-level symptoms, addressing underlying issues and preventing recurring problems. In Teamhood, we have developed a 5 Whys template, which you can find in the following article.  

This tool specifically relies on the team’s skill in asking the right questions. It also may not address complex issues with multiple causes. 

7. Gemba Walks 

Gemba Walks involves managers going to the actual workplace to observe processes, ask questions, and gain a deeper understanding of operations.  

This tool enables direct employee engagement, identification of improvement opportunities, and real-time problem-solving on the shop floor. It’s proven that this tool builds relationships between management and employees. On top of that, Gemba walks enable real-time problem-solving. 

However, it will be more complicated to implement the tool if the management at your organization is not communicating openly or has no time to commit to it.  

8. DMAIC (Define, Measure, Analyze, Improve, Control)

DMAIC is a structured problem-solving approach within the Six Sigma methodology. It begins with defining the problem, measuring key aspects, analyzing data to identify root causes, implementing improvements, and establishing controls to sustain them. 

DMAIC is mainly used to achieve data-driven, systematic improvement. This method ensures sustained improvements through control measures. Due to that, it can be resource-intensive. If you operate in creative environments, it may be perceived as too rigid.  

9. Ishikawa Diagram

The Ishikawa Diagram , also known as a Fishbone Diagram, visually represents the potential causes of a problem. It categorizes causes into branches or “bones,” depending on how you see it, aiding in identifying root causes.  

It is a highly visual tool that also encourages team collaboration, thus companies like to use this tool to analyze and solve complex problems systematically. As with every collaboration tool , solutions can be subject to interpretation or bias. Also, the tool should be combined with other tools from this list, as it may oversimplify too complex issues. 

10. Pareto Chart

Named after the Pareto Principle (80/20 rule), the simple and intuitive Pareto Chart prioritizes issues based on their significance. It helps organizations focus resources on resolving the most impactful problems. With that, it ensures that your improvement efforts have a substantial and immediate impact. As the polar size is quite an imbalance, remember that it may overlook less frequent but critical issues. 

11. 3M’s – Muri, Mura, and Muda

The 3 M’s address waste in processes: Muri (overburden), Mura (inconsistency), and Muda (waste) is a comprehensive approach to waste elimination. It addresses multiple aspects of inefficiency and creates a holistic view of process improvement.  

Organizations use these principles primarily to identify and eliminate unnecessary strain, inconsistency, and waste in their processes. On the other hand, this method requires a deep understanding of processes. Overemphasis on waste elimination may hinder innovation in your organization. 

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The 5S methodology ( Sort, Set in order, Shine, Standardize, and Sustain or Seiri, Seiton, Seiso, Seiketsu, Shitsuke) is a systematic approach to workplace organization. It mainly creates a visually organized, clean, and efficient work environment. The initial implementation may be time-consuming and requires consistent discipline from all team members. However, teams that successfully implement it report improved safety, productivity, and employee satisfaction.

As part of the 5S methodology , Seiri focuses on sorting and organizing items efficiently in the workspace. It involves eliminating unnecessary items to create an organized and efficient workspace. Workplaces use Seiri to reduce clutter, enhance productivity, and create a safer work environment. Initial implementation may disrupt workflows, thus, your team should be fully ready for these changes. 

The A3 process, derived from Toyota , involves using a single-sheet report for problem-solving and communication. It forces teams to be concise and transparent about the problem, analysis, and proposed solutions. Industries adopt A3 to streamline communication and decision-making in improvement projects. Implementation success will highly depend on practical use and interpretation. 

15. Theory of Constraints (TOC)

The Theory of Constraints (TOC) identifies a system’s limiting factors or bottlenecks that hinder overall efficiency. You might want to use TOC if you want to optimize processes by addressing constraints ensuring resources are utilized effectively to maximize throughput and achieve organizational goals. As with every other similar system, be aware that overemphasizing constraints may neglect other essential factors. 

16. Poka-Yoke (Error Proofing)

Poka-Yoke , or mistake-proofing, is a method to prevent errors during the manufacturing process. It involves designing processes in a way that minimizes the possibility of mistakes. 

Why do industries implement it? Poka-Yoke helps to enhance product quality, reduce defects, and increase customer satisfaction as it reduces the need for rework and corrections. However, it’s considered rather costly in various industries and not applicable to every process.   

Continuous improvement software 

Nowadays, agile companies choose software solutions that are specifically designed to support continuous improvement initiatives across different industries. Software tools lead to a more systematic and data-driven approach to continuous improvement.

Some constant improvement software features include:  

• Data Analytics:  Analyze data to identify trends, patterns, and areas for improvement. 
• Workflow Automation: Automation features to help streamline processes, reduce manual work, and ensure consistency in implementing improvement initiatives. 
• Task Management : Mainly task management capabilities to assign, track, and monitor tasks. 
• Collaboration and Communication : To facilitate collaboration among team members and allow real-time communication and sharing of insights. 
• Key Performance Indicator (KPI) Tracking : Software to help monitor and track KPIs, providing a clear view of performance and areas that need attention. 
• Root Cause Analysis : To identify and address the root causes of issues, fostering a deeper understanding of challenges. 
• Document Management:  Effective documentation is essential for continuous improvement. 

Teamhood project management software addresses the need for continuous improvement. It offers robust features, including all the features mentioned above. Teamhood also offers a free trial, allowing you to experience a full suite of tools before committing. 

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3 Problem-Solving Techniques for Project Managers

Managing software development projects involves a lot of moving parts. You might come across considerable bottlenecks and challenges that you will be required to overcome in order to accomplish desired goals and objectives.

Project managers require resolute methods for expediently addressing such issues. Here are three proven tools and techniques for managing time, planning resources, and solving problems.

Gantt chart

A Gantt chart helps you visualize the project schedule. It’s a bar chart you can use to understand the various relationships between correlating activities and study their current statuses.

This project management tool can be custom-made to suit your personal preferences and to adequately advise you on how to deal with specific projects. Software versions allow you to manage activities within your defined plan and measure them against time constraints.

This will enable you to create a yardstick to measure the performance of each subtask or primary task within your project, helping you realize existing problems with a mere glance over the progress report. If any assignment is taking longer than expected, it shows that you need to put your attention toward that particular task, or you may be required to redirect more resources to meet with predefined objectives.

Ishikawa diagram

Also known as a fishbone diagram , this is a fundamental technique used by project managers to identify the reasons behind any defects, failures, and unsolicited variations. By showing cause and effect, the Ishikawa diagram can help you design better products and prevent potential factors from bringing about mistakes and shortcomings within your project.

Many software developers and companies use the Ishikawa diagram to perform software testing. Project managers also use it to deal with concerns such as low developer velocity as well as slow resource procurement. This tool is quite adaptable in its basic form and theory, which enables you to use it in many ways.

Root cause analysis

A simple yet powerful process for practical problem solving, root cause analysis is a four-step methodology to identify project troubles. This tool is used to distinguish the root cause from other causal factors so that corrective actions can be determined and taken. By knowing the root cause of a fault or problem, you can choose the most practical solution that meets your specific requirements. 

This also helps you get out in front of problems. For example, the goal of incident management is to resume a faulty IT service as soon as possible (being reactive); by addressing an outage’s root causes, you can solve the problem for good (being proactive).

Make These Tools Work for You

Each problem you face as a project manager will be a unique situation, so the right action for you to take will depend on how well you are able to understand the issue at hand and which method or tool you think will work best.

To effectively resolve troubles and bottlenecks faced by your team and department, it’s important to have an arsenal of tools ready at your disposal. You can also combine multiple techniques to develop a more comprehensive program to deal with specific issues, so you can make prompt decisions to take corrective measures.

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• Web Design 7 Common Project Management Problems (And How to Solve Them)

7 Common Project Management Problems (And How to Solve Them)

• President of WebFX. Bill has over 25 years of experience in the Internet marketing industry specializing in SEO, UX, information architecture, marketing automation and more. William’s background in scientific computing and education from Shippensburg and MIT provided the foundation for MarketingCloudFX and other key research and development projects at WebFX.

It doesn’t matter how talented you are, if you can’t manage your projects, then you will struggle to achieve success.

To help you avoid that undesirable outcome, here are seven project management problems that designers and developers often face, as well as how to deal with them when they arise.

1. Your Client Gives You Vague, Ever-changing Requirements

Fickle clients can be a huge hassle. If a client doesn’t know what they want until a certain stage is complete, then schedule those decision points into the project as milestones. It is important to have a clear path mapped out from start to finish because it forces the client to be specific with their requirements, as well as keeping the project on track.

Be clear at the outset about what your task is going to be on the project and how much leeway is available. If you will need to be compensated for big revisions or changes in direction, then set a clear outline about the number of adjustments you can make before you need to charge more. If you can, quantify these adjustments with a number; it makes it much easier to keep track of things.

2. Your Client is Slow with Communication

People are busy, but it’s tough for you to move forward on a project if you can never get answers from the person you’re working with. The good news is that you will drastically increase your response rate if you do a little bit of work ahead of time. Instead of waiting for the back-and-forth discourse to finally take place, simply start moving in the direction that you think is best and then seek verification.

This strategy makes it easy for your client to quickly say yes (or no ). Here is an example: Hi Mark, Last time we spoke, you mentioned that we needed to make a decision on task X. I went ahead and started doing Y since that sounded best based on our previous discussion.

If you’re happy with that, I can move forward and we can review the progress as scheduled on Friday. Sound good? – John The beauty of this framework is that it shifts the client’s mindset from, “What decision am I going to make?” to “Should I say Yes or No?” Saying yes or no is much easier than thinking up a new solution (which, as the hired professional, should be our job). Additionally, you will get a response much faster because there is now a time constraint on the work. If they like what you’re doing, then they will give you the go-ahead.

If they don’t, then they know that they need to get back to you right away because, otherwise, things will be moving in the wrong direction. However, it’s very important to use sound judgment. Obviously, you won’t be able to work ahead and then ask for approval on all aspects of the project, especially those that will cost a lot of time and resources to update should the client say no .

That said, you’ll be surprised how much quicker things get done by making it easy for your clients to say, “Yes.”

3. The Project Doesn’t Start On Time

Maybe you had a slow go of it last month, but now, you’re swamped. You know you need to take on the work when you can get it, but now you’re worried that you won’t be able to start all of your projects on time as you promised. Or perhaps your client says you’re a top priority — but tomorrow a different project becomes more important.

If the hold up is on your end, then it’s important that you do something to jump-start the project — even if it’s in a really small way. Give the client a call to discuss their expectations and set a more realistic timeframe for the first milestone. This could take as little as a few minutes, but it makes the client feel like things have started.

However, beware of doing this more than once. That’s known as stringing the client along — they don’t take that too well, and for good reason. If the hold up is on their end, then you need to communicate very clearly how that alters things moving forward.

Be sure to let them know exactly how this change affects the completion dates of future milestones and you should check the revised schedule against other commitments with other projects.

4. You Try to Manage Every Project the Same Way

There has never been a project that has the same circumstance, requirements, and needs as another project. Situations, people, and goals change over time. Instead of squeezing every project into the same template, spend some time crafting milestones specific to the needs of each project.

You can use project management tools to help you organize your tasks. Every job requires specific milestones that meet the schedules of all parties involved. Resist using the standard “2 weeks until X” type of thinking.

To put it simply, your schedule changes all the time, right? That means the way you plan your projects needs to change as well. Using project management software can help you stay organized while giving each project the dynamic approach it requires.

5. The Client Doesn’t Like What You Created

If this happens often, then there is a communication issue that needs to be addressed. Make sure you understand not just the technical requirements of a project, but also the underlying rationale of your clients. Why did they decide to do this in the first place?

What are they hoping your work will enable them to do when all is said and done? How do they see your project fitting in with their overall strategic vision? Good project managers create a shared vision between all parties.

It’s your responsibility to understand the direction of your particular project as well as the overall strategy of your client — and then to make sure those two items match up.

6. Your Point of Contact Doesn’t Seem to Care About Your Project

Working on a project that isn’t high on a client’s priority list can be frustrating.  In some cases, the person responsible for communicating with you has little to no interest in your project. The completed product will have no direct effect on their job, they are hard to ask questions to, even harder to get answers from, and they provide minimal guidance.

This issue is best solved ahead of time. When screening potential clients, do your best to find out if the contact person has a vested interest in the project. Pay attention to their awareness about potential problems or risks you could run into, their level of urgency when scheduling this project in their calendar, and their desire to communicate with you quickly and consistently from the beginning.

If they brush these issues to the side, then it is worth your time to talk with someone else and establish a second point of contact before deciding whether to take on the project or to avoid the project all together.

7. Too Much Time is Spent Solving Problems After Projects Are “Live”

There are bound to be a few bugs here and there, but this is a classic problem caused by focusing too much on production, and not enough on testing. If this continually becomes an issue, then there are two possible solutions. First, schedule in more time to test your projects from the start.

Double your typical testing time if needed. Yes, it will stretch your schedule further, but in the long run, it will save you from the countless little problems that prevent your days from being productive. Second, if your ongoing issues are a result of clients constantly wanting you to tweak something here and there, then you need to be clearer about what you do and don’t provide with your services.

When you set guidelines with a client at the beginning of a project, you need to state very clearly that your work ends after the final product is created and handed off. This can be avoided by outlining boundaries at the beginning of a project that explicitly state that additional service after delivery will cost extra.

Putting It All Together

There are literally countless reasons a project can run into issues, but the vast majority of them can be solved with clear and frequent communication. While it is easy to point blame in the direction of your client, it is your responsibility to consistently initiate contact and keep the line of communication open.

This is about more than just talking to your client. Consistent communication is only created by active effort on your end. It doesn’t just happen naturally.

One excellent practice you can implement right away is to send your client a progress report every Friday. This could be a full report or just a short email. You should detail what you accomplished this week and what you plan to do the next week.

Do this every week, whether your client asks for it or not.  Not only does this practice solve problems before they become too big, it will also make your clients love you.

Further Reading on Project Management Problems

• 9 common problems freelancers face and what to do about them
• Drawing the Line: 6 Things You Shouldn’t Tolerate in Projects
• 20 Questions to Know for Avoiding Website Project Disasters
• 7 Things Web Designers Hate Hearing from Clients
• 4 Examples of Project Management to Understand Project Management Better

What are some project management problems you have faced? How did you solve them? Share with us in the comments!

Related Content

• 7 Simple Ways to Raise Your Rates and Keep Your Clients
• 10 Tips for Providing Great Customer Service to Your Clients

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10 Essential Project Management Skills

Updated: Jun 18, 2024, 8:53am

Some people naturally possess project management skills. You know who you are. The innate ability to keep things in order and keep people on task is valuable in a team environment, and you can actually make a living out of it. To formally turn those strengths into a career as a project manager, identify and hone these 10 essential project management skills.

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What Are Project Management Skills?

You need a variety of both hard and soft skills to be a successful project manager.

The soft skills are those you can develop through any education or work experience, and they help you shape the right temperament for project management. The hard skills are those you need to learn specifically for this role, and you can learn them through formal project management training or on the job as a project manager.

You’ll also need to learn common project management techniques and tools, which you can pick up through training or work experience. We didn’t include those in the list here (but they are in the FAQs below) because the exact techniques and tools you need depend on preferences in your industry, company and team, and you have a wide variety to choose from.

Hard Skills for Project Management

Aside from learning specific project management methods and tools, these are the hard skills you can gain from formal training or on-the-job experience in project management.

1. Risk Management

The process of making conscious decisions to maximize the upsides and minimize the downsides of actions in your business is known as risk management .

As a project manager, you have to be aware of a project’s potential for profit or loss and the decisions that could lead to either. Throughout the project, you should be attuned to the stakeholders’ measures of success and how each person’s decisions and actions could contribute to—or detract from—achieving those aims.

You should understand your company’s (or the department’s) risk tolerance—do they have a budget dedicated to experimentation, or does every project need to yield a profit? With that framework, you can mediate decisions about the project’s timeline, resources and goals.

2. Cost Management

You’ll either receive a budget for a project or be tasked with presenting a cost estimate for decision makers to approve. It’s your job throughout the project to stay aware of the costs and keep the project from going over budget.

Cost in project management is one part of what’s called the “triple constraint” or the “ project management triangle ”—the three boundaries of cost, time and scope that define the project.

Managing cost includes balancing that constraint with the other two. You have to stay within budget while keeping the timeline on track and fulfilling but not exceeding the scope.

3. Reading and Writing

Reading comprehension and clear writing are vital skills for project managers. Strong reading and writing skills are important for just about any job, and they play a particularly prominent role in project management.

You may be tasked with reading and interpreting technical documents or legal jargon with which you have no subject matter expertise. Then you need to turn that information into briefs everyone involved with the project can follow.

4. Planning and Forecasting

One of the key roles of the project manager is creating a roadmap for the project that’ll guide all other stakeholders in their roles. Understand that different scenarios will require different project management methodologies , and you should know how to determine which is the best option for each situation.

You should have a penchant for order and organization; a quiet love for clear, measurable goals; and an understanding of tools like Gantt and PERT charts and other visual representations of project timelines and milestones.

Forecasting involves providing a prediction of project outcomes—profitability, in particular—for managers and company leadership. You have to be comfortable with data analysis so you can interpret how past projects have performed and use the information to inform the future of the current project.

Soft Skills for Project Management

You can’t learn specific processes or practices for these project management skills, but these innate strengths are important to your success in a project management role.

5. Leadership

Though you don’t spearhead projects yourself in this role, your entire job is guiding others through a project. That requires management and leadership skills to feel comfortable doing things like facilitating meetings, holding participants accountable and enforcing constraints.

A project manager faces a particularly tough task in this role, because you have to be able to provide leadership for the project without being in a leadership or decision-making position.

6. Communication

Hand in hand with leadership is strong communication. You’re the point of contact for parties in a project who may have no other contact with each other, and you have to facilitate cohesive teamwork within that environment.

You should feel confident interpreting the needs of one group or department and explaining them to another.

You’ll likely also mediate conflicts among stakeholders and handle negotiations about time, cost and scope. You have to be able to understand everyone’s role and perspective while diplomatically communicating them across the project.

Project managers should be masters of written, verbal and visual communication. You’ll face instances of all three, and mastering them all lets you communicate effectively with a diverse group of project stakeholders.

7. Time Management

In addition to learning hard skills for planning, forecasting and scheduling projects, you should possess or develop a personal strength for time management.

Do you feel comfortable juggling multiple deadlines, constraints and stakeholder needs—or do you become overwhelmed when you’re faced with too many priorities at once?

Learning to calmly and consistently manage a complex timeline and help others stay on task is a vital skill for project management. So is the innate ability to foresee complications that could derail your timeline and suggest solutions to stay on track.

This is a soft skill you can learn, but project management is probably best suited for those who have a natural tendency toward organization and order.

8. Patience

Being at the center of multiple teams attempting to work together toward a common goal can be rewarding—and it can be frustrating.

You’re in charge of managing disparate expectations and objectives, all while mediating conflict,communicating needs and helping everyone around you work within the constraints you’re given for a project. All of these require serious patience.

You can’t help a project achieve success if you give into frustration when challenges arise or milestones aren’t met. You can’t facilitate communication and teamwork if you absorb the frustrations or resentments boiling among teams.

Your ability to remain a calm, neutral party is vital to your success as a project manager, as well as the success of a project and the success and satisfaction of the people working on it. Your patience through challenges can inspire persistence and diffuse conflicts, while your impatience or frustration could equally demoralize and exacerbate problems.

9. Adaptability

Tools and strategies for project management are constantly evolving toward better efficiency, teamwork and communication. You should enjoy and excel at learning new programs and methods quickly and encouraging others to get on board.

A measure of tech-savviness is important because much of your role is understanding and properly using project management software like Trello , as well as other tools for things such as analytics, document creation and sharing and communication.

Soft skills like adaptability and flexibility are equally important here, too. You have to exhibit a willingness to learn and adopt new technology and techniques before you can learn the hard skills to use them. A nimble mindset sets you up for success with anything new that’ll be thrown at you, regardless of your starting level of tech know-how.

Your mindset is also important for the success of the people you work with. You need their buy-in to keep communication clear and tasks on track, and you can only get that if you’re fully onboard with new tools and methods yourself.

10. Critical Thinking

Key for any management role, critical thinking will come into play daily in project management. You have to be able to make quick decisions within a set of constraints, foreseeing the potential implications for the future of a project.

Critical thinking in project management supports your ability to analyze the data and information you’re given to make decisions in the planning stage then carry that knowledge throughout the project as conditions change. It helps you make calls as needed to negotiate constraints and hold stakeholders accountable.

How To Develop Project Management Skills

You can hone your skills and knowledge through formal education,work experience or both.

PMP Certification

A common route in project management is to earn your Project Management Professional (PMP) certification , which is administered by the Project Management Institute (PMI).

The certification shows you have the soft skills, technical knowledge and understanding of business strategy necessary to succeed as a project manager, including specific experience or training with the most common project management methods: agile, waterfall and hybrid.

To prepare for the exam—and learn the necessary project management skills—you must gain work experience and project management training. The required number of hours for each depends on whether you have a four-year degree or not.

You can take PMP training through PMI or other online courses, which are focused on things like project management methods, the process, tools and more.

A certification validates your skill set for potential employers, so it could make you more attractive to companies and improve your pay. But a certification isn’t required to do the job, and it’s not a guarantee you’ll find work or success in the field.

Agile Certifications

If it’s your preference to use Agile methodologies for project management, you may want to consider getting certified. Much like the PMP, being able to say that you’ve completed the coursework for Agile certifications can help you complete projects more efficiently (not to mention earn you a higher salary).

Free Online Courses

You can learn project management skills through free online courses that may or may not contribute to required training hours for PMP certification, but they will teach you the hard and soft skills needed to do the job.

Find university-led courses on project management skills, tools and techniques through sites that offer mass open online courses (MOOCs), including Coursera and edX.

Work Experience

You can get started as a project manager without any formal training or courses. Your natural strengths might set you up for success in the role and make it easy for you to adopt the tools and techniques you need.

To gain skills on the job, pay attention to projects you’re involved with first. Keep an eye on the project manager’s day-to-day work, and ask them questions to understand what they do. Being attuned to the process can give you great insight into the skills you need to do the job.

Then, take advantage of any opportunities in your existing role to lead projects, manage people or organize any processes or events. The skills and experience you develop in this kind of work can transfer to success in a project manager role, even if it doesn’t follow formal project management processes.

Frequently Asked Questions (FAQs)

What does a project manager do on a daily basis.

A project manager’s job is to oversee the timeline, costs and scope of a project within a team or company. Day-to-day tasks vary and may include facilitating meetings, writing briefs and reports, analyzing data, communicating with stakeholders and advocating to leadership for project needs.

What’s the first thing a project manager should do on a project?

The five phases of project management include initiation, planning, execution, monitoring and closure. A project manager’s first step on a project is initiation: Define the project and determine whether it’s feasible for the company to undertake it. If the answer is yes, you create a project charter that outlines the needs, stakeholders and business case for the project.

What are the best project management tools?

Project management tools should facilitate communication, task management, planning and forecasting for projects. Some of the best project management software includes Wrike, Asana, Monday, Basecamp and Jira. Which is best for your project depends on the industry and the project’s needs.

What are the top project management techniques?

The top project management techniques are the traditional waterfall, also known as predictive or linear project management; agile or adaptive; and hybrid, which combines the two. Common tools and techniques you can use within each method include work breakdown structure (WBS) , Gantt charts , critical path method (CPM), Kanban and scrum .

What should every project manager know?

Project managers should be familiar with the common project management methods and tools, including agile and waterfall. You should also have necessary soft skills needed for leadership, communication, time management, adaptation and critical thinking on projects.

What are the qualifications of a project manager?

Some companies require a Project Management Professional (PMP) certification, which requires a four-year degree, 36 months leading projects and 35 hours of training; or a high school diploma, 60 months leading projects and 35 hours of training. You can be a project manager without the certification, however, as long as you master the hard and soft skills mentioned above.

How do I become a project manager with no experience?

You can become a project manager with no experience or education simply by gaining experience and knowledge in areas such as time management, task management and leadership. Hone the soft skills listed above, and look for free online training to learn the hard skills and project management methods and tools. You can also get formal training and qualify to take an exam to earn a Certified Associate in Project Management (CAPM) credential without project management work experience.

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Dana Miranda is a Certified Educator in Personal Finance® who's been writing about money management and small business operations for more than a decade. She writes the newsletter Healthy Rich about how capitalism impacts the ways we think, teach and talk about money. She's the author of YOU DON'T NEED A BUDGET (Little, Brown Spark, 2024).

Adam Hardy is a former assistant editor at Forbes Advisor, where he covered small business and tech. Previously, he was a staff writer at The Penny Hoarder, specializing in the gig economy and entrepreneurship. His work has appeared in the Asia Times, Business Insider, Creative Loafing, the Tampa Bay Times, Yahoo! Finance and other publications.

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10 Best PMO Tools of 2024 for Effective Project Management 

August 16, 2024

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The usual everyday routine of project managers includes managing teams, juggling deadlines, allocating budgets and resources, and ensuring projects are on track.

However, trying to accomplish so many tasks without using the right PMO tool can easily cause projects to go haywire. Missed deadlines, budget blow-ups, and unhappy clients are a recipe for disaster, and nobody wants that!

A reliable PMO tool can cut through the clutter and enable a clear overview of project progress. Moreover, it enhances collaboration, optimizes resource allocation, promotes informed decision-making based on data, and leads to smoother project execution with better outcomes.

In this article, we’ve compiled a list of 10 PMO tools that you can leverage to streamline your project management workflows. Let’s check them out! 🎢

What Features Should You Look for in PMO Tools?

1. clickup (best for all-in-one project management), 2. asana (best for team collaboration), 3. wrike (best for complex project planning and execution), 4. trello (best for kanban-based workflows), 5. monday.com (best for project workflow automation), 6. smartsheet (best for tracking and data visualization), 7. basecamp (best for simple project management), 8. jira (best for devops and it operations), 9. workfront (best for workload and resource management), 10. nifty (best for centralized project collaboration and communication), streamline project management processes with clickup.

Choosing the right project management tool can be a challenge. With countless options available, it’s easy to get overwhelmed. To help you find the perfect fit for your team, let’s focus on the essential features you should look for:

• Centralized dashboard: Opt for project management software that offers a centralized overview of all your projects, goals, schedules, tasks, and deadlines for instant access to all information
• Integration capabilities: Choose PMO tools that seamlessly integrate with other software and platforms you use to improve data sharing and increase productivity
• Task management features: Look for project management software that enables you to create, organize, assign, and track tasks efficiently
• Scheduling tools: Select PMO software with advanced tools to schedule and manage project timelines and prevent derailing your team from the track
• Calendar management functionalities: Look for project management office tools that can seamlessly build calendars for your project timelines and even integrate with other calendars to sync tasks and deadlines
• Communication and collaboration tools: Choose project management tools that offer features like file sharing, chat, comments, @mentioning, and whiteboards to conceptualize and visualize project ideas and plans together
• Writing and documenting capabilities: Go for a PMO tool that enables document creation, note-taking, preparing to-do lists, editing content, and sharing docs with teams effortlessly
• Generative AI: Look for a project management tool with a built-in AI feature that can generate project reports and summaries and get answers from your tasks and docs within the tool instantly

The 10 Best PMO Tools to Use in 2024

Here are the top 10 PMO tools of 2024 to join our list after careful assessment:

ClickUp is a brilliant project management tool that quickly became a favorite among various industries. 

It offers an all-in-one platform that brings teams together by integrating workflows, documentation, real-time dashboards, project prioritization , and more.

ClickUp is best known for its comprehensive set of project management capabilities. The  ClickUp Project Management tool  allows teams to manage tasks, timelines, resources, and communications under one centralized hub .

The platform enhances efficiency with automation and reporting, ensuring tasks are completed on time and within budget, optimizing the project lifecycle .

ClickUp also includes several other advanced features, such as its AI capability in project management , called ClickUp Brain . It can be your very own personal AI project manager, automating routine tasks and offering insights to optimize project execution.

ClickUp Brain can also generate subtasks based on task descriptions, summarize comment threads, and autonomously update project statuses. You can even prompt it to remind you when a task is overdue.

A major part of project management is setting realistic goals and tracking them. With ClickUp Goals , teams can set and track project targets, ensuring alignment with company goals.

ClickUp Tasks is a core PMO tool that offers robust features for creating, assigning, and tracking tasks. With the integration of AI assistance, you receive smart suggestions and automate repetitive actions, ensuring that tasks are completed accurately and on time.

You can even fast-track your day-to-day operations with ClickUp Automation . This PMO functionality is a big help that streamlines processes such as status changes, project handoffs, and approvals.

It automatically assigns tasks as projects progress and sends notifications for approaching deadlines, allowing teams to focus on more important work instead of tedious tasks.

Another powerful project management office feature in the platform is ClickUp Docs . It allows teams to create content, edit them, and share documents with each other and even with external stakeholders.

You can make rich edits in docs, add comments, and link docs to tasks to share information easily. It also leverages AI in Docs for further assistance with drafting, summarizing, and organizing content.

ClickUp also offers other collaboration features, like ClickUp Chat and ClickUp Inbox, to easily share updates, discuss ideas, and track project progress. 

With ClickUp Chat, you can hold team discussions, while ClickUp Inbox keeps everyone on the same page by centralizing notifications and messages for a unified communication experience.

Worried about not being able to use your favorite tools? No problem! ClickUp Integrations seamlessly connects with a wide range of popular applications like Slack, Google Drive, and Dropbox, and various cloud storage apps, ensuring a smooth and connected workflow.

In addition to these ClickUp features, you can try use ready-to-use templates like the ClickUp Project Management Template to launch a project plan faster. It provides advanced functionalities for project management, allowing you to manage large-scale, complex, cross-functional projects from planning to completion efficiently.

The template includes different views, such as Docs, Kanban, Forms, and Lists, and supports various statuses and custom fields to track all project aspects. It optimizes workflows , enhances team communication, and keeps all project details organized and accessible.

ClickUp best features

• Visualize your projects and track and manage tasks with over 15 ClickUp Views , including Kanban boards, Gantt charts, calendars, lists, and more
• Accelerate project initiation and streamline all tasks with pre-built project management templates
• Automate repetitive tasks and workflows to save time and reduce errors with ClickUp Automations
• Set clear project management goals , track progress, and align team efforts towards shared objectives using ClickUp Goals
• Get a quick overview of your workload, project team performance, and upcoming deadlines with ClickUp Dashboards
• Monitor time spent on tasks and projects accurately with ClickUp Project Time-Tracking to improve efficiency and budgeting
• Create, edit, and share documents directly within ClickUp to centralize and organize project information with AI-powered ClickUp Docs
• Collaborate with your team to discuss ideas, share project updates, and directly assign comments to team members using ClickUp Chat View

ClickUp limitations

• The tool’s extensive feature set might initially present a learning curve, requiring some time to grasp
• While the mobile app offers convenience, it may not include the full range of functionalities available on the desktop version

ClickUp pricing

• Free Forever
• Unlimited : $7/month per user
• Business : $12/month per user
• Enterprise : Contact for pricing
• ClickUp Brain: Add to any paid plan for $7 per Workspace member per month

ClickUp ratings and reviews

• G2: 4.7/5 (2,000+ reviews)
• Capterra: 4.7/5 (2,000+ reviews)

Getting started with Asana is simple, with its pre-built templates and a user-friendly workflow builder. The tool’s simple layout lets you dive straight into managing your projects without getting distracted.

It keeps your projects organized with features like task assignments, progress tracking, due dates, project timelines, and file sharing, making it easy to stay on top of things. Moreover, collaborating on team assignments and in the comment sections helps keep the information flowing well.

Asana also includes project roadmaps, file storage, and personalized dashboards, all in a single digital workspace for teams to collaborate and ensure everyone is aligned on goals and tasks.

Asana best features

• Organize and track projects with multiple views (list, board, calendar, timeline)
• Comment, share files, and assign tasks to team members for effective teamwork
• Create, assign, and prioritize tasks with due dates and dependencies

Asana limitations

• The free plan has limitations on users, storage, and features
• Built-in time tracking is limited, requiring integrations for comprehensive time management

Asana pricing

• Personal: Free
• Starter: $13.49/month
• Advanced : $30.49/month
• Enterprise: Custom pricing

Asana ratings and reviews

• G2: 4.3/5 (10000+ reviews)
• Capterra: 4.5/5 (12500+ reviews)

Wrike is designed for teams of all sizes and has a range of tools for strategic planning, organizing, and collaborating on projects. It provides advanced features such as task management, Gantt Charts, and a real-time newsfeed. You can prioritize tasks to fast-track the most critical ones and ensure you meet your project deadlines effectively.

You’ll find Wrike to be a reliable project management software for collaborating with internal teams or external clients . Even without a Wrike account, stakeholders can stay informed through shared dashboards and updates. This is a game-changer for clients who prefer not to create additional accounts.

You can use Wrike to build interactive dashboards and even generate tailored reports, and enjoy multiple project views to suit different preferences. 

Wrike best features

• Track project performance with customizable reports and dashboards
• View workload distribution to balance workloads across team members 
• Manage projects with multiple views (Kanban, Gantt, list, etc.) and set milestones

Wrike limitations

• Wrike’s higher-tier plans can be costly for smaller teams or individual users
• While flexible, customization options might be limited compared to some competitors like ClickUp

Wrike pricing

• Team: $9.80/month per user
• Business: $24.80/month per user
• Pinnacle: Custom pricing

Wrike ratings and reviews

• G2 : 4.2/5.0 (3,700+ reviews)
• Capterra : 4.4/5.0 (2,600+ reviews)

Trello is one of the earliest project management tools that employed Kanban Boards to manage projects for simple workflow visualization.

The interactive Kanban Board lets you easily update project and task statuses by moving cards through stages such as ‘To Do,’ ‘Doing,’ ‘Done,’ and ‘Overdue.’ This way, you have a clear overview of progress, issues, and resource constraints at once.

Moreover, you can enhance the Trello board with power-ups to add advanced project management features while keeping the interface clutter-free.

Trello best features

• Organize tasks into different stages (To Do, Doing, Done, Overdue) for easy classification
• Create individual tasks with details, due dates, links, attachments, and checklists
• Collaborate by adding comments and discussions to the Trello cards

Trello limitations

• The Kanban-style tool is not suitable for large-scale, complex projects with extensive dependencies
• Offers limited automation functionalities compared to other tools

Trello pricing

• Standard: $6/month per user
• Premium: $12.50/month per user
• Enterprise: $17.50/month per user for 50 users

Trello ratings and reviews

• G2: 4.4/5.0 (13,500+ reviews)
• Capterra: 4.5/5.0 (23,100+ reviews)

monday.com takes project management to another level with comprehensive flexibility. Forget rigid templates—here, you can build custom “boards” to fit your specific needs.

Use it to create templates with various building blocks like columns, items, and groups. These boards visually represent workflows and project data, aiding in better team collaboration.

Whether you’re meticulously breaking down a complex project or planning a simple to-do list, monday.com adapts to your varied requirements. For instance, if you need a high-level overview, switch to a Gantt chart view or look into progress against upcoming deadlines with Kanban boards.

monday.com best features

• Access over 200 integrations with popular tools like Slack, Dropbox, and Google Drive for seamless workflows
• Switch between Kanban boards, timelines, calendars, charts, and more to optimize data visualization
• Automate repetitive tasks to save time and maintain consistency

monday.com limitations

• For large teams, the cost of monday.com can add up quickly, especially with higher tiers
• Users have reported frequent performance issues, such as interface lagging

monday.com pricing

• Basic: $12/month per seat
• Standard: $14/month per seat
• Pro: $24/month per seat

monday.com ratings and reviews

• G2: 4.7/5.0 (12,000+ reviews)
• Capterra: 4.6/5.0 (‎4,800+ reviews)

Following the traditional spreadsheet model, Smartsheet is one of the best visual PMO tools. Its features, such as automated workflows and task management, make it an ideal choice for many.

However, some users often desire more user-friendly project management tools, as Smartsheet might fall short when handling too many projects, leading to an easily cluttered interface.

That said, if you’re comfortable working with data and technical systems, Smartsheet can be a powerful tool for managing your projects . But, for those seeking a more intuitive and visually driven experience, other options might be preferable.

Smartsheet best features

• Access customizable grid-based workspace for data input and management
• Share and edit sheets with team members and add comments for effective collaboration
• Integrate with other tools like Microsoft 365, Google Workspace, and Salesforce to optimize workflows

Smartsheet limitations

• Its free plan offers limited project management capabilities for users
• Users have reported experiencing slowdowns with large datasets or complex sheets

Smartsheet pricing

• Pro : $9/month per user
• Business : $32/month per user
• Enterprise : custom pricing

Smartsheet ratings and reviews

• G2: 4.4/5.0 (15,000+ reviews)
• Capterra: 4.5/5.0 (‎3000+ reviews)

Basecamp is project management software ideal for small teams that need capabilities such as managing and scheduling tasks, collaborating with teams, and monitoring project progress. Its simple interface and user-friendly design ensure a short learning curve, making it easy to navigate the PMO tool.

A plus point of Basecamp is its flexible pricing options, based on project needs rather than user count, making it an attractive option for startups and growing businesses.

However, as team size and project complexity increase, Basecamp may fall short in providing the advanced collaboration tools required for larger, cross-functional teams.

Basecamp best features

• Create to-do lists for various projects, along with important notes and file attachments
• Discuss project details and collaborate with team members effortlessly
• Set due dates, monitor progress, identify roadblocks, and integrate with calendars to stay updated

Basecamp limitations

• Lacks multiple project views, such as Gantt charts, Kanban boards, table views
• Basecamp only has a basic reporting feature and even lacks time-tracking ability, unlike its competitors

Basecamp pricing

• Basecamp: $15 per user/month
• Basecamp Pro Unlimited: $349 per month (unlimited users)

Basecamp ratings and reviews

• G2: 4.1/5.0 (5,000+ reviews)
• Capterra: 4.3/5.0 (‎14,000+ reviews)

Jira is a popular project management office software that is great for Agile project management for teams in the IT industry. It includes Scrum features that are developed for sprints and offers viewing development statuses.

With Jira, you can create and manage unlimited tasks and projects, accessing multiple views like timelines, calendars, lists, and boards for easy visualization. It also provides a variety of templates to help you get started quickly.

However, while Jira excels at tracking bugs, using it for other use cases or project management tasks can be challenging . Additionally, the tool’s cost can quickly escalate if you need to add plugins to enhance its capabilities.

Jira best features

• Plan and execute projects with various methodologies (Agile, Scrum, Kanban)
• Integrate seamlessly with Atlassian and other development and collaboration tools like Github, Confluence, and Slack
• Set up automation effortlessly with the intuitive drag-and-drop feature

Jira limitations

• The tool might not be ideal for non-technical projects
• Offers limited focus on document management and collaboration compared to other tools

Jira pricing

• Standard: $8.15/month per user
• Premium: $16/month per user

Jira ratings and reviews

• G2: 4.3/5.0 (5,900+ reviews)
• Capterra: 4.4/5.0 (14,000+ reviews)

Also Read: 10 best project management techniques for every project

Adobe Workfront is a feature-rich project management system, particularly favored by large organizations and marketing teams that need comprehensive project oversight . This PMO software is designed to handle complex work processes and offers a centralized platform for managing projects, tasks, and resources. 

Apart from equipping users with its standard project management tools like Gantt charts, reporting, and dashboards, Workfront also excels in proofreading and asset management. It even seamlessly integrates with other Adobe products and third-party applications and helps maintain seamless workflows.

Workfront best features

• Plan, execute, and deliver multiple projects with various methodologies (Agile, Waterfall, etc.)
• Monitor project progress and time spent on tasks for budgeting and resource allocation
• Collaborate well by sharing files, comments, and feedback within the platform and optimize task management

Workfront limitations

• The free plan offers basic features with significant limitations
• The project management office tool’s complex features can be overwhelming for new users

Workfront pricing

• Select: Custom pricing
• Prime: Custom pricing
• Ultimate: Custom pricing

Workfront ratings and reviews

• G2: 4.1/5.0 (900+ reviews)
• Capterra: 4.4/5.0 (1,400+ reviews)

Nifty is a comprehensive project management software that can help project teams streamline workflows and improve collaboration. With a clean interface and scalable layout, It aims to provide a user-friendly experience for managing projects of varying sizes and complexities.

With a centralized platform for managing tasks, tracking goals, and keeping up with internal communication, you can let go of the need to juggle between multiple tools.

Nifty even offers features like Kanban boards and built-in calendars to help teams stay organized and on track. It prioritizes team collaboration by including features like file sharing, commenting, and team messaging . 

Nifty best features

• Integrate with third-party whiteboarding tools to brainstorm project plans and share feedback within the platform
• Automate the setup of new software development projects With Nifty’s AI functionality
• Organize and track projects with Kanban boards, lists, and calendars

Nifty limitations

• Lacks dedicated features for managing workloads and resource allocation
• The tool’s reporting capabilities might be limited for accessing in-depth analysis

Nifty pricing

• Starter: $49/month
• Pro: $99/month
• Business: $149/month
• Unlimited: $499/month

Nifty ratings and reviews

• G2: 4.7/5.0 (400+ reviews)
• Capterra: 4.6/5.0 (400+ reviews)

We’ve critically compared the 10 best project management software options of 2024, detailing each one to help you find the perfect fit for your project management office needs. We explored their core functionalities and highlighted their limitations, ensuring you can make an informed choice.

If you’re still on the fence, we recommend ClickUp: the ideal choice for all your project management needs.

ClickUp meets project management standards with advanced capabilities in task management, team collaboration, goal tracking, and automation. This means you can get more done in less time and ensure efficiency, productivity, and success in your projects.

So, what are you waiting for?

Sign up for ClickUp for free and take your project management to the next level!

Questions? Comments? Visit our Help Center for support.

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