problem solving & decision making action plan example

12 SMART Goals Examples for Problem Solving

Everyone should aim to develop their problem-solving skills in life. It’s critical for career growth and personal development. That’s why establishing SMART goals is a valuable tool for achieving success and reaching desired outcomes.

This article will provide SMART goals examples for effective problem solving. Gaining inspiration to pursue these goals can help you become more organized and effective in problem-solving situations.

Table of Contents

What is a SMART Goal?

The SMART framework is an amazing way to establish practical goals . For those unaware, SMART stands for specific, measurable, attainable, relevant, and time-based.

Still confused? SMART goals are:

• Specific: Accomplishing goals starts with defining them and how they will be achieved. The more detailed your goals for problem solving, the greater the likelihood you have of meeting them.
• Measurable: Having a quantifiable goal is a crucial SMART component. Tracking your progress makes modifying or adjusting the path forward easier if needed. You’ll also have a tangible way to determine whether or not your objectives have been met.
• Attainable: Try to decide on what is realistically possible before pursuing goals. If possible, break down your overarching goal into smaller objectives that fall within your current capabilities. Setting too high or unrealistic expectations cause you frustration and even giving up on your aspirations altogether.
• Relevant: You must align your actions with your core values . Hence, take some time to reflect on how you want your goals to reflect your interests and values.
• Time-based: Success doesn’t come without hard work and dedication, so you should have a specific timeline when working toward your dreams. You will stay organized and motivated throughout the journey when you set a deadline.

In today’s world, being able to identify and solve problems using analytical skills can’t be undervalued. Following the 5 SMART criteria above will allow you to achieve better results with fewer resources.

Here are 12 examples of SMART goals for better problem solving:

1. Define the Problem

“I’ll create a plan to define and describe the problem I’m trying to solve by the end of two weeks. This will allow me to identify the exact issue that needs to be addressed and develop an effective solution promptly.”

Specific: The goal outlines the task of defining and describing a problem.

Measurable: You can measure your progress by creating a plan after two weeks.

Attainable: The statement is within reach because it requires critical thinking and planning.

Relevant: Defining an issue is required for enhanced problem solving.

Time-based: There is a two-week timeline for accomplishing this goal.

2. Analyze Root Cause

“I will take the time to thoroughly analyze the root cause of a problem before I attempt to come up with a solution. Before jumping into a solution, I’ll consider the possible causes and try to figure out how they interact with each other.”

Specific: The SMART goal outlines what will be done to analyze the root cause of a problem.

Measurable: You could measure how often you take the time for analysis.

Attainable: This is realistic because taking the time to do a thorough analysis is possible.

Relevant: Gaining a better understanding of the root causes of a problem can lead to more effective solutions.

Time-based: You’ll follow this process every time you solve a problem, so this goal is ongoing.

3. Be Willing to Collaborate With Others

“For the duration of 10 months, my goal is to be willing to collaborate with others to find the best solution for any problem at hand. I want to be open to exchanging ideas and listening to the opinions of others so that we can solve our problems efficiently.”

Specific: The person must proactively strive to collaborate with others.

Measurable: You can keep track of how often you collaborate monthly.

Attainable: This is feasible because it requires only the willingness to collaborate and exchange ideas.

Relevant: Collaboration allows you to find better solutions and grow your network.

Time-based: You have 10 months to pursue this particular target.

4. Evaluate Alternatives

“I will review and evaluate at least three alternative solutions to the problem by the end of this month. I’ll evaluate the costs and benefits of each solution, prioritize them based on their potential effectiveness and make my recommendation.”

Specific: You will need to review and evaluate three alternative solutions.

Measurable: Count how many alternative solutions you listed.

Attainable: With enough time and effort, anybody can review and evaluate multiple solutions.

Relevant: This is related to problem solving, which can advance your professional career .

Time-based: You have one month for goal achievement.

5. Implement Action Plan

“To ensure that my action plans are implemented effectively, I will create a timeline with concrete steps and review it every two weeks for the 6 months ahead. I want all aspects of my plan to take place as scheduled and the process is running smoothly.”

Specific: The aim is to create a timeline and review it every two weeks for 6 months.

Measurable: The person can compare their timeline to the actual results and ensure that every aspect of the plan takes place as scheduled.

Attainable: This goal is achievable if the individual has the time, resources, and support.

Relevant: Realize that implementing an action plan applies to problem solving.

Time-based: Success will be reached after 6 whole months.

6. Ask the Right Questions

“I’ll learn to ask the right questions by reading two books on effective questioning strategies and attending a workshop on the same topic within the next quarter. This will allow me to get to the root of any problem more quickly.”

Specific: The goal states what to do (read two books and attend a workshop) to learn how to ask the right questions.

Measurable: You can check your progress by reading the books and attending the workshop.

Attainable: This is a reasonable goal and can be met within the given time frame.

Relevant: Asking the right questions is key to solving any problem quickly.

Time-based: Goal completion should be accomplished within a quarter.

7. Be More Flexible

“I will seek opportunities to be more flexible when problem solving for the following 8 months. This could include offering creative solutions to issues, brainstorming ideas with colleagues, and encouraging feedback from others.”

Specific: This SMART goal is explicit because the person wants to become more flexible when problem solving.

Measurable: Check how often and effectively you follow the three action items.

Attainable : This goal is achievable if you dedicate time to being more open-minded.

Relevant: Flexibility is integral to problem solving, so this goal is highly relevant.

Time-based: Eight months is the allotted time to reach the desired result.

8. Brainstorm Solutions

“I want to develop a list of 5 potential solutions by the end of this month for any problem that arises. I’ll brainstorm with my team and research to develop the options. We’ll use these options to evaluate the most feasible solution for a specific issue.”

Specific: You should come up with a list of 5 potential solutions with your team.

Measurable: Actively count how many potential solutions you come up with.

Attainable: This goal can be achieved with research and collaboration.

Relevant: Brainstorming solutions help you evaluate the best option for a certain issue.

Time-based: You should strive to meet this goal by the end of the month.

9. Keep a Cool Head

“When encountering a difficult problem, I will strive to remain calm and not rush into any decisions. For three months, I’ll take a few moments to pause, gather my thoughts and assess the situation with a clear head before taking action.”

Specific: The person identifies the goal of remaining calm when encountering complex problems.

Measurable: It is possible to measure success in terms of how long it takes to pause and assess the situation.

Attainable: Taking a few moments before taking action is realistic for most people.

Relevant: Keeping a cool head in difficult situations is beneficial for problem solving.

Time-based: This SMART statement has an end date of three months.

10. Don’t Make Rash Assumptions

“I will no longer make assumptions or jump to conclusions without gathering facts. I’ll strive to be more open-minded when finding solutions to problems and take the time to consider all perspectives before making a decision.”

Specific: The goal is explicit in that individuals aim to be open-minded.

Measurable: You can evaluate how often assumptions are made without gathering facts or considering all perspectives.

Attainable: Anyone can take the time to consider different perspectives before making a decision.

Relevant: This is suitable for those who want to be more mindful and make better decisions.

Time-based: Since the goal is ongoing, you will pursue it on a daily basis.

11. Take Responsibility

“I will take responsibility for all my mistakes and be open to constructive criticism to improve as a professional by the end of the next quarter. I’ll also learn from my mistakes and take steps to ensure they’re not repeated.”

Specific: The statement is evident in that you will take responsibility for all mistakes.

Measurable: Progress towards this goal can be measured by how well you respond to constructive criticism.

Attainable: This is possible since the person is willing to learn and improve with constructive criticism.

Relevant: Taking responsibility for your mistakes is an important skill, making this an appropriate goal.

Time-based: You have one quarter to complete the SMART goal.

12. Let Your Creativity Flow

“I want to explore the range of my creative problem-solving abilities and come up with solutions for difficult situations. To do this, I’ll take a course in creative problem solving and apply the principles I learn to practical scenarios within two months.”

Specific: You will take a course in creative problem solving and apply the principles learned to practical scenarios.

Measurable: By enrolling in the course, you can monitor your learning progress over time.

Attainable: The goal should be realistic concerning time and resources.

Relevant: Recognize that creativity is vital in many industries.

Time-based: You should ideally reach this goal after two months.

Final Thoughts

Setting SMART goals is a fantastic approach to solving any problem. They provide a clear structure for breaking down complex tasks into manageable chunks and encourage goal-oriented thinking.

While SMART goals may not work for every situation, they can offer a valuable framework for solving complex issues. Thus, it’s beneficial to experiment with this tool to develop problem-solving strategies tailored to individual needs.

Effective Decision Making Process: 7 Steps with Examples

By Status.net Editorial Team on June 3, 2023 — 8 minutes to read

Making decisions is an inevitable part of life. In this article, we will explore the seven essential steps to help you make thoughtful and informed choices.

Step 1: Identify the Decision

When you’re faced with a problem or challenge, it’s important to identify the decision you need to make. Start by defining the objective of what you want to achieve. It’s helpful to take a step back and assess the situation to fully understand the problem at hand.

To get a clear picture of the issue, gather information from multiple angles and examine the factors involved. This will help you gain a better understanding of the context and possible options available. Make sure to evaluate the pros and cons of each scenario.

For example, if your company is facing a dip in sales, you might need to decide whether to launch a new advertising campaign or improve product offerings.

Step 2: Gather Relevant Information

Conduct thorough market research to understand the current state of the market, as well as any expected trends and developments. Make use of both primary and secondary sources, such as interviews with experts and published reports, while remaining mindful of any potential biases. Your objective is to collect accurate, up-to-date data that allows you to make an informed decision.

Consider the various resources at your disposal. These may be online databases, industry reports, or even colleagues with relevant expertise. As you gather information, remember to keep track of your sources to reference them later. Maintaining proper documentation can save time and simplify any further analysis.

Don’t forget to consult the stakeholders involved in the decision. Their opinions, concerns, and suggestions can offer valuable insights and expose any blind spots. Engaging them in the process also fosters a sense of shared responsibility and encourages open communication.

For example:

• If you’re deciding on a new product to launch, gather information on market trends, customer preferences, and competitor offerings. This will provide a comprehensive understanding of the market landscape and opportunities for growth.
• When selecting a new supplier, research their financial stability, environmental performance, and customer reviews. This will help you ensure a long-lasting and beneficial partnership.
• If you’re debating whether to pursue a new marketing campaign, consult your sales team, marketing department, and customer service representatives. Their firsthand experience interacting with customers and interpreting their needs can prove invaluable in shaping the objectives and strategies of the campaign.

Step3: Identify Alternatives

While brainstorming alternatives, keep an open mind and consider all possible options, even if they seem unconventional or unusual at first glance. Don’t limit yourself to the obvious; sometimes, the most effective solution might be the one that is least expected.

As you gather alternatives, it’s helpful to list them down. Organize your list in a way that makes it easy for you to see the various options, their pros, and cons. Summarizing each alternative in a concise manner can help you to better understand their implications.

For example, when deciding on a new marketing strategy, you could list these alternatives:

• Traditional Marketing : Pros: Familiarity, proven results; Cons: High cost, limited audience reach
• Social Media Marketing : Pros: Low cost, broad audience reach; Cons: Time-intensive, potential negative engagement
• Content Marketing : Pros: Engaging, builds trust; Cons: Slow results, resource-intensive

Once you’ve listed your alternatives with their pros and cons, you can start comparing them to one another. Try to objectively assess the advantages and drawbacks of each solution in relation to the decision at hand. It might be helpful to rank them based on their potential effectiveness and feasibility.

As you identify alternatives, always be prepared to revise or expand your list. Be open to new insights and feedback from others.

Step 4: Weigh the Evidence

After gathering all the relevant information and alternatives for a decision, you’ll want to weigh the evidence before making a choice. This step in the 7-step decision-making process ensures that you’re evaluating each option fairly.

To weigh the evidence properly, consider starting with a decision matrix. A decision matrix is a tool that helps organize and compare different alternatives based on specific criteria that matter to you. This method helps you quantify each option, making it easier to evaluate and prioritize them.

When using a decision matrix, list your options in rows and your criteria in columns. You’ll then assign a weight to each criterion according to its importance. After that, rate each option based on how well it meets the specific criterion. Multiply the rating by the weight, and then sum the results to get a total score for each option.

During this stage, it’s important to assess the risks of each option. Knowing the potential consequences of each choice allows you to anticipate possible setbacks and challenges, preparing you for better decision-making. Be mindful of the common pitfalls in the process, such as groupthink, lack of diversity in perspectives, or being overly influenced by emotional factors.

• Career: You’re considering a job offer from two companies. You gather information about salary, benefits, company culture, and growth opportunities, then weigh the evidence using a decision matrix. Your intuition tells you that one company aligns better with your values, so you weigh that factor more heavily when making your decision.
• Investment: You’re evaluating two investments with different levels of risk and potential return. By weighing the evidence – historical performance, growth potential, and industry trends – you create a decision matrix that includes your personal risk tolerance and financial goals. This method helps you determine which investment is the better fit for your unique situation.
• Product Launch: You have several ideas for new products, and you need to decide which one to prioritize. By weighing the evidence – potential market demand, production costs, and competition – using a decision matrix, you can quantitatively assess each idea and make an informed decision on which product to develop first.

Step 5: Choose Among Alternatives

Start by prioritizing your options. Analyze each alternative and determine which ones align best with your objectives. This part could be as simple as ranking alternatives from most desirable to least desirable. Prioritize based on factors such as potential benefits, risks, costs, and resources available.

Another approach is using a decision tree, a visual tool that can help clarify and map out your choices. A decision tree charts the various courses of action, outcome probabilities, and expected payoff. By working through a decision tree, you can systematically evaluate your options and find the optimal solution.

As you evaluate each choice, imagine potential outcomes and how they could impact your objectives. Assessing the pros and cons of each alternative will provide insight on the best course of action.

Example 1: Imagine you’re debating between accepting a job offer or staying at your current job. You could prioritize based on factors like salary, career growth potential, work-life balance, and job security. You can use a decision tree to visualize the potential payoffs and risks of each choice.

Example 2: If you’re deciding on a marketing strategy for your business, prioritize options like cost-effectiveness, target audience reach, and expected return on investment. You can use a decision tree to analyze each strategy, considering factors like potential growth and customer engagement.

Step 6: Take Action

Once you’ve weighed your options and made a decision, it’s time to take action. As a part of an organization, your leadership and management skills will play a crucial role in executing the plan. Follow these steps to bring your decision to life:

• Communicate the decision to all relevant parties: Make sure everyone involved, from team members to stakeholders, knows the chosen course of action. Clear communication will ensure everyone is on the same page.
• Set goals and expectations: Establish both short-term and long-term objectives to monitor progress and determine whether the chosen path is effective. It’s essential to have a clear set of expectations so that your team is aligned with your vision. Examples of goals: – Rolling out a new product within 6 months – Decreasing expenditure by 15% in the next quarter – Increasing overall market share by 10% in the following year
• Create a timeframe: Outline the sequence of tasks and establish deadlines for each step. A well-defined timeline will help in keeping the momentum going, and ensure that the desired results are reached within the allotted time.
• Delegate responsibilities and provide resources: Assign tasks to team members based on their expertise and provide the necessary tools, training, and support to help them succeed.
• Monitor progress and make adjustments as needed: Regularly review your team’s progress and be open to making changes if something isn’t working. Flexibility is crucial for effective decision-making.

Step 7: Review Your Decision

As you go through the decision-making process, it’s essential to review your decision to ensure it’s the best choice for you and your business. This step allows you to reflect on the potential risks and benefits associated with your decision. By reviewing your decision, you position yourself to make better choices and improve your overall decision-making skills.

Don’t be afraid to adjust course if you find that your initial choice isn’t working as you had hoped. Keep in mind that making sound decisions is an ongoing process requiring flexibility and adaptability. As your situation evolves and circumstances change, you must be willing to reassess and revise your decisions to maintain success and growth!

Frequently Asked Questions

Which steps form the decision-making process.

The decision-making process usually consists of seven steps:

• Identify the problem or decision
• Gather information and resources
• Identify possible options or solutions
• Evaluate the options and their outcomes
• Choose the best option for the situation
• Implement your chosen decision
• Review the results and learn from them

What variations exist in the decision-making process?

While the decision-making process is typically broken down into seven steps, there may be variations depending on factors like individual preferences, the complexity of the decision, and time constraints. Some variations include:

• Relying more on intuition or gut feelings
• Skipping certain steps due to urgency
• Using decision-making tools or models like SWOT analysis or decision trees

How can I apply decision-making steps in real life?

You can apply the seven-step decision-making process in real life by:

• Clearly defining the problem or decision
• Gathering relevant information and resources
• Identifying possible options, solutions or alternatives
• Evaluating each option and predicting their outcomes
• Selecting the best option based on your criteria
• Implementing your chosen decision
• Reviewing the results and learning from the experience

Related: Personal SWOT Analysis: Unlock Your Potential in 4 Steps

• Ethical Decision Making Models and 6 Steps of Ethical Decision Making Process
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Master the 7-Step Problem-Solving Process for Better Decision-Making

Discover the powerful 7-Step Problem-Solving Process to make better decisions and achieve better outcomes. Master the art of problem-solving in this comprehensive guide. Download the Free PowerPoint and PDF Template.

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Introduction

Mastering the art of problem-solving is crucial for making better decisions. Whether you're a student, a business owner, or an employee, problem-solving skills can help you tackle complex issues and find practical solutions. The 7-Step Problem-Solving Process is a proven method that can help you approach problems systematically and efficiently.

The 7-Step Problem-Solving Process involves steps that guide you through the problem-solving process. The first step is to define the problem, followed by disaggregating the problem into smaller, more manageable parts. Next, you prioritize the features and create a work plan to address each. Then, you analyze each piece, synthesize the information, and communicate your findings to others.

By following this process, you can avoid jumping to conclusions, overlooking important details, or making hasty decisions. Instead, you can approach problems with a clear and structured mindset, which can help you make better decisions and achieve better outcomes.

In this article, we'll explore each step of the 7-Step Problem-Solving Process in detail so you can start mastering this valuable skill. At the end of the blog post, you can download the process's free PowerPoint and PDF templates .

Step 1: Define the Problem

The first step in the problem-solving process is to define the problem. This step is crucial because finding a solution is only accessible if the problem is clearly defined. The problem must be specific, measurable, and achievable.

One way to define the problem is to ask the right questions. Questions like "What is the problem?" and "What are the causes of the problem?" can help. Gathering data and information about the issue to assist in the definition process is also essential.

Another critical aspect of defining the problem is identifying the stakeholders. Who is affected by it? Who has a stake in finding a solution? Identifying the stakeholders can help ensure that the problem is defined in a way that considers the needs and concerns of all those affected.

Once the problem is defined, it is essential to communicate the definition to all stakeholders. This helps to ensure that everyone is on the same page and that there is a shared understanding of the problem.

Step 2: Disaggregate

After defining the problem, the next step in the 7-step problem-solving process is to disaggregate the problem into smaller, more manageable parts. Disaggregation helps break down the problem into smaller pieces that can be analyzed individually. This step is crucial in understanding the root cause of the problem and identifying the most effective solutions.

Disaggregation can be achieved by breaking down the problem into sub-problems, identifying the contributing factors, and analyzing the relationships between these factors. This step helps identify the most critical factors that must be addressed to solve the problem.

A tree or fishbone diagram is one effective way to disaggregate a problem. These diagrams help identify the different factors contributing to the problem and how they are related. Another way is to use a table to list the other factors contributing to the situation and their corresponding impact on the issue.

Disaggregation helps in breaking down complex problems into smaller, more manageable parts. It helps understand the relationships between different factors contributing to the problem and identify the most critical factors that must be addressed. By disaggregating the problem, decision-makers can focus on the most vital areas, leading to more effective solutions.

Step 3: Prioritize

After defining the problem and disaggregating it into smaller parts, the next step in the 7-step problem-solving process is prioritizing the issues that need addressing. Prioritizing helps to focus on the most pressing issues and allocate resources more effectively.

There are several ways to prioritize issues, including:

• Urgency: Prioritize issues based on their urgency. Problems that require immediate attention should be addressed first.
• Impact: Prioritize issues based on their impact on the organization or stakeholders. Problems with a high impact should be given priority.
• Resources: Prioritize issues based on the resources required to address them. Problems that require fewer resources should be dealt with first.

It is important to involve stakeholders in the prioritization process, considering their concerns and needs. This can be done through surveys, focus groups, or other forms of engagement.

Once the issues have been prioritized, developing a plan of action to address them is essential. This involves identifying the resources required, setting timelines, and assigning responsibilities.

Prioritizing issues is a critical step in problem-solving. By focusing on the most pressing problems, organizations can allocate resources more effectively and make better decisions.

Step 4: Workplan

After defining the problem, disaggregating, and prioritizing the issues, the next step in the 7-step problem-solving process is to develop a work plan. This step involves creating a roadmap that outlines the steps needed to solve the problem.

The work plan should include a list of tasks, deadlines, and responsibilities for each team member involved in the problem-solving process. Assigning tasks based on each team member's strengths and expertise ensures the work is completed efficiently and effectively.

Creating a work plan can help keep the team on track and ensure everyone is working towards the same goal. It can also help to identify potential roadblocks or challenges that may arise during the problem-solving process and develop contingency plans to address them.

Several tools and techniques can be used to develop a work plan, including Gantt charts, flowcharts, and mind maps. These tools can help to visualize the steps needed to solve the problem and identify dependencies between tasks.

Developing a work plan is a critical step in the problem-solving process. It provides a clear roadmap for solving the problem and ensures everyone involved is aligned and working towards the same goal.

Step 5: Analysis

Once the problem has been defined and disaggregated, the next step is to analyze the information gathered. This step involves examining the data, identifying patterns, and determining the root cause of the problem.

Several methods can be used during the analysis phase, including:

• Root cause analysis
• Pareto analysis
• SWOT analysis

Root cause analysis is a popular method used to identify the underlying cause of a problem. This method involves asking a series of "why" questions to get to the root cause of the issue.

Pareto analysis is another method that can be used during the analysis phase. This method involves identifying the 20% of causes responsible for 80% of the problems. By focusing on these critical causes, organizations can make significant improvements.

Finally, SWOT analysis is a valuable tool for analyzing the internal and external factors that may impact the problem. This method involves identifying the strengths, weaknesses, opportunities, and threats related to the issue.

Overall, the analysis phase is critical for identifying the root cause of the problem and developing practical solutions. By using a combination of methods, organizations can gain a deeper understanding of the issue and make informed decisions.

Step 6: Synthesize

Once the analysis phase is complete, it is time to synthesize the information gathered to arrive at a solution. During this step, the focus is on identifying the most viable solution that addresses the problem. This involves examining and combining the analysis results for a clear and concise conclusion.

One way to synthesize the information is to use a decision matrix. This involves creating a table that lists the potential solutions and the essential criteria for making a decision. Each answer is then rated against each standard, and the scores are tallied to arrive at a final decision.

Another approach to synthesizing the information is to use a mind map. This involves creating a visual representation of the problem and the potential solutions. The mind map can identify the relationships between the different pieces of information and help prioritize the solutions.

During the synthesis phase, it is vital to remain open-minded and consider all potential solutions. Involving all stakeholders in the decision-making process is essential to ensure everyone's perspectives are considered.

Step 7: Communicate

After synthesizing the information, the next step is communicating the findings to the relevant stakeholders. This is a crucial step because it helps to ensure that everyone is on the same page and that the decision-making process is transparent.

One effective way to communicate the findings is through a well-organized report. The report should include the problem statement, the analysis, the synthesis, and the recommended solution. It should be clear, concise, and easy to understand.

In addition to the report, a presentation explaining the findings is essential. The presentation should be tailored to the audience and highlight the report's key points. Visual aids such as tables, graphs, and charts can make the presentation more engaging.

During the presentation, it is essential to be open to feedback and questions from the audience. This helps ensure everyone agrees with the recommended solution and addresses concerns or objections.

Effective communication is vital to ensuring the decision-making process is successful. Stakeholders can make informed decisions and work towards a common goal by communicating the findings clearly and concisely.

The 7-step problem-solving process is a powerful tool for helping individuals and organizations make better decisions. By following these steps, individuals can identify the root cause of a problem, prioritize potential solutions, and develop a clear plan of action. This process can be applied to various scenarios, from personal challenges to complex business problems.

Through disaggregation, individuals can break down complex problems into smaller, more manageable parts. By prioritizing potential solutions, individuals can focus their efforts on the most impactful actions. The work step allows individuals to develop a clear action plan, while the analysis step provides a framework for evaluating possible solutions.

The synthesis step combines all the information gathered to develop a comprehensive solution. Finally, the communication step allows individuals to share their answers with others and gather feedback.

By mastering the 7-step problem-solving process, individuals can become more effective decision-makers and problem-solvers. This process can help individuals and organizations save time and resources while improving outcomes. With practice, individuals can develop the skills to apply this process to a wide range of scenarios and make better decisions in all areas of life.

7-Step Problem-Solving Process PPT Template

Free powerpoint and pdf template, executive summary: the 7-step problem-solving process.

The 7-Step Problem-Solving Process is a robust and systematic method to help individuals and organizations make better decisions by tackling complex issues and finding practical solutions. This process comprises defining the problem, disaggregating it into smaller parts, prioritizing the issues, creating a work plan, analyzing the data, synthesizing the information, and communicating the findings.

By following these steps, individuals can identify the root cause of a problem, break it down into manageable components, and prioritize the most impactful actions. The work plan, analysis, and synthesis steps provide a framework for developing comprehensive solutions, while the communication step ensures transparency and stakeholder engagement.

Mastering this process can improve decision-making and problem-solving capabilities, save time and resources, and improve outcomes in personal and professional contexts.

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8 Steps in the Decision-Making Process

• 04 Feb 2020

Strong decision-making skills are essential for newly appointed and seasoned managers alike. The ability to navigate complex challenges and develop a plan can not only lead to more effective team management but drive key organizational change initiatives and objectives.

Despite decision-making’s importance in business, a recent survey by McKinsey shows that just 20 percent of professionals believe their organizations excel at it. Survey respondents noted that, on average, they spend 37 percent of their time making decisions, but more than half of it’s used ineffectively.

For managers, it’s critical to ensure effective decisions are made for their organizations’ success. Every managerial decision must be accompanied by research and data , collaboration, and alternative solutions.

Few managers, however, reap the benefits of making more thoughtful choices due to undeveloped decision-making models.

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Why Is Making Decisions Important?

According to Harvard Business School Professor Leonard Schlesinger, who’s featured in the online course Management Essentials , most managers view decision-making as a single event, rather than a process. This can lead to managers overestimating their abilities to influence outcomes and closing themselves off from alternative perspectives and diverse ways of thinking.

“The reality is, it’s very rare to find a single point in time where ‘a decision of significance’ is made and things go forward from there,” Schlesinger says. “Embedded in this work is the notion that what we’re really talking about is a process. The role of the manager in managing that process is actually quite straightforward, yet, at the same time, extraordinarily complex.”

If you want to further your business knowledge and be more effective in your role, it’s critical to become a strong decision-maker. Here are eight steps in the decision-making process you can employ to become a better manager and have greater influence in your organization.

Steps in the Decision-Making Process

1. frame the decision.

Pinpointing the issue is the first step to initiating the decision-making process. Ensure the problem is carefully analyzed, clearly defined, and everyone involved in the outcome agrees on what needs to be solved. This process will give your team peace of mind that each key decision is based on extensive research and collaboration.

Schlesinger says this initial action can be challenging for managers because an ill-formed question can result in a process that produces the wrong decision.

“The real issue for a manager at the start is to make sure they are actively working to shape the question they’re trying to address and the decision they’re trying to have made,” Schlesinger says. “That’s not a trivial task.”

2. Structure Your Team

Managers must assemble the right people to navigate the decision-making process.

“The issue of who’s going to be involved in helping you to make that decision is one of the most central issues you face,” Schlesinger says. “The primary issue being the membership of the collection of individuals or group that you’re bringing together to make that decision.”

As you build your team, Schlesinger advises mapping the technical, political, and cultural underpinnings of the decision that needs to be made and gathering colleagues with an array of skills and experience levels to help you make an informed decision. .

“You want some newcomers who are going to provide a different point of view and perspective on the issue you’re dealing with,” he says. “At the same time, you want people who have profound knowledge and deep experience with the problem.”

It’s key to assign decision tasks to colleagues and invite perspectives that uncover blindspots or roadblocks. Schlesinger notes that attempting to arrive at the “right answer” without a team that will ultimately support and execute it is a “recipe for failure.”

3. Consider the Timeframe

This act of mapping the issue’s intricacies should involve taking the decision’s urgency into account. Business problems with significant implications sometimes allow for lengthier decision-making processes, whereas other challenges call for more accelerated timelines.

“As a manager, you need to shape the decision-making process in terms of both of those dimensions: The criticality of what it is you’re trying to decide and, more importantly, how quickly it needs to get decided given the urgency,” Schlesinger says. “The final question is, how much time you’re going to provide yourself and the group to invest in both problem diagnosis and decisions.”

4. Establish Your Approach

In the early stages of the decision-making process, it’s critical to set ground rules and assign roles to team members. Doing so can help ensure everyone understands how they contribute to problem-solving and agrees on how a solution will be reached.

“It’s really important to get clarity upfront around the roles people are going to play and the ways in which decisions are going to get made,” Schlesinger says. “Often, managers leave that to chance, so people self-assign themselves to roles in ways that you don’t necessarily want, and the decision-making process defers to consensus, which is likely to lead to a lower evaluation of the problem and a less creative solution.”

5. Encourage Discussion and Debate

One of the issues of leading a group that defaults to consensus is that it can shut out contrarian points of view and deter inventive problem-solving. Because of this potential pitfall, Schlesinger notes, you should designate roles that focus on poking holes in arguments and fostering debate.

“What we’re talking about is establishing a process of devil’s advocacy, either in an individual or a subgroup role,” he says. “That’s much more likely to lead to a deeper critical evaluation and generate a substantial number of alternatives.”

Schlesinger adds that this action can take time and potentially disrupt group harmony, so it’s vital for managers to guide the inner workings of the process from the outset to ensure effective collaboration and guarantee more quality decisions will be made.

“What we need to do is establish norms in the group that enable us to be open to a broader array of data and decision-making processes,” he says. “If that doesn’t happen upfront, but in the process without a conversation, it’s generally a source of consternation and some measure of frustration.”

Related: 3 Group Decision-Making Techniques for Success

6. Navigate Group Dynamics

In addition to creating a dynamic in which candor and debate are encouraged, there are other challenges you need to navigate as you manage your team throughout the decision-making process.

One is ensuring the size of the group is appropriate for the problem and allows for an efficient workflow.

“In getting all the people together that have relevant data and represent various political and cultural constituencies, each incremental member adds to the complexity of the decision-making process and the amount of time it takes to get a decision made and implemented,” Schlesinger says.

Another task, he notes, is identifying which parts of the process can be completed without face-to-face interaction.

“There’s no question that pieces of the decision-making process can be deferred to paper, email, or some app,” Schlesinger says. “But, at the end of the day, given that so much of decision-making requires high-quality human interaction, you need to defer some part of the process for ill-structured and difficult tasks to a face-to-face meeting.”

7. Ensure the Pieces Are in Place for Implementation

Throughout your team’s efforts to arrive at a decision, you must ensure you facilitate a process that encompasses:

• Shared goals that were presented upfront
• Alternative options that have been given rigorous thought and fair consideration
• Sound methods for exploring decisions’ consequences

According to Schlesinger, these components profoundly influence the quality of the solution that’s ultimately identified and the types of decisions that’ll be made in the future.

“In the general manager’s job, the quality of the decision is only one part of the equation,” he says. “All of this is oriented toward trying to make sure that once a decision is made, we have the right groupings and the right support to implement.”

8. Achieve Closure and Alignment

Achieving closure in the decision-making process requires arriving at a solution that sufficiently aligns members of your group and garners enough support to implement it.

As with the other phases of decision-making, clear communication ensures your team understands and commits to the plan.

In a video interview for the online course Management Essentials , Harvard Business School Dean Nitin Nohria says it’s essential to explain the rationale behind the decision to your employees.

“If it’s a decision that you have to make, say, ‘I know there were some of you who thought differently, but let me tell you why we went this way,’” Nohria says. “This is so the people on the other side feel heard and recognize the concerns they raised are things you’ve tried to incorporate into the decision and, as implementation proceeds, if those concerns become real, then they’ll be attended to.”

How to Improve Your Decision-Making

An in-depth understanding of the decision-making process is vital for all managers. Whether you’re an aspiring manager aiming to move up at your organization or a seasoned executive who wants to boost your job performance, honing your approach to decision-making can improve your managerial skills and equip you with the tools to advance your career.

Do you want to become a more effective decision-maker? Explore Management Essentials —one of our online leadership and management courses —to learn how you can influence the context and environment in which decisions get made.

This article was update on July 15, 2022. It was originally published on February 4, 2020.

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The Seven Steps of Action Planning

• Define the Problem(s)
• Collect and Analyze the Data
• Clarify and Prioritize the Problem(s)
• Write a Goal Statement for Each Solution
• Implement Solutions: The Action Plan
• Monitor and Evaluate
• Restart with a New Problem, or Refine the Old Problem

The following is a simple example of the problem solving process in practice: The dairy farm owner notices that the bulk tank weights are lower this week than last week. In the next sections we will go through the seven steps to solve this problem:

Step 1: Define the Problem(s)

Evaluate the situation. Have all possibilities been considered? In this stage, explore all possibilities, ask all involved or interested individuals for their input into identifying the problem. Is there just one problem or are there more?

Our farm owner conducts a thorough investigation in trying to determine why the bulk tank weights are down. He checks with the veterinarian to be sure there is not a contributing health factor. He also has the nutritionist evaluate the ration to be sure they are feeding at the proper level. In addition, he interviews employees who interact with the cows on a daily basis. This is what he finds:

• Standard Operating Procedures are being followed thoroughly in the milking parlor.
• Several substitute feeders found some premixes in short supply. In order to feed the milking cows they had to prepare premixes before mixing the herd rations.
• The veterinarian visits and reports the cows are in good health.
• The nutritionist evaluates the rations and finds them to be appropriate for the various production groups.

The farm owner begins to suspect the problem is a result of variation in the feed ration being fed as a result of different people mixing the feed.

Step 2: Collect and Analyze the Data

Now that we have identified the problem, we collect and analyze data to prove or disprove the assumption that our problem is a result of inconsistent ration. We analyze the situations by asking questions.

• What ingredient(s) in the computer ration is the likely problem?
• What do others (veterinarian, nutritionist, herdsman) see as the reason for the lower bulk tank weights?
• What do the feeders see? How much feed is in the alley when new feed is put out?
• What does test data indicate? Compare the sample analyses of the ration being fed, the ration being eaten by the cows, and the ration left when new feed is delivered.

In our scenario, the farm owner reviews the bulk tank weights and confirms that tank weights are down. Next he checks the cow numbers to see if perhaps these are down. Instead, he finds that cow numbers are up. As he is gathering data from the employees he is reminded that the old feeder left for a new position. He finds that different people have been pitching in to mix the feed ration. The owner begins to suspect that the cow's daily rations are not being made consistently. He reviews analysis of feed samples at the next three feedings and finds that the variation is beyond the limits for acceptability.

Step 3: Clarify and Prioritize the Problem(s)

If there is more than one problem, you will need to prioritize the problems so you can focus on the most important problems first. Ask the following questions to help you sort the problems with the higher priority issues at the top of the list.

• Which problem could result in negative consequences in terms of cow or employee health?
• Are any of the problems putting the operation in danger of being in noncompliance with regulations?
• Which problems have the greatest impact on the long-term economic stability of the operation?
• Which problems have short-term impact on the stability of the operation?

In this case we only have one problem -- lack of a consistent ration so prioritization is not necessary.

Step 4: Write a Goal Statement for Each Solution

The next step in the process is setting S.M.A.R.T. goals, or goals that are:

S - Specific

M - measurable, a - achievable, r - relevant.

The team needs to go through the problems that have been identified and evaluate them for each of these items. If all the goals that have been set are S.M.A.R.T. goals, great -- you are ready to move on to Monitoring Progress. Otherwise, work with the team to make the necessary adjustments to make the goals S.M.A.R.T.

Specific goals are clear and focused, not broad, ambiguous, or general. Specific goals provide specific information on the behaviors that are associated with the goal. These goals indicate who will do what, when and how.

• Example of a goal that is not specific - "The advisory team will improve Pleasantview Dairy's profitability."
• Example of a specific goal - "Employees of Pleasantview Dairy will lower feed costs by producing high-quality forages (RFV>125), having forage equipment in top working order by May 1, storing the first crop of hay silage by May 25, and continuing to harvest at 31-day intervals throughout the growing season."

Measurable goals provide a measurable indicator of success, so that it becomes easy to monitor progress and determine when success has been attained. Measurements of success may be quantified with numbers or a simple yes/no determination.

• Example of a goal that is not measurable - "Employees of Pleasantview Dairy will improve feed quality."
• Example of a measurable goal - "Employees of Pleasantview Dairy will increase the average relative feed value from 100 to greater than 140 for all hay silage stored this summer" or "All ingredients in the TMR will be weighed using the electronic scales and delivered to the feed bunk by 10:00 a.m."

Achievable goals are realistic, and well within the abilities, responsibilities and resources of the management and staff. This does not mean that goals must be easy to achieve. Every effort should be made to reach a higher level of performance. Sometimes "stretch" goals can encourage someone to step out of their comfort zone and tackle tasks in a new, challenging, yet achievable way that results in overall improvement for the operation.

• Example of a goal that is not achievable - "Milk yields will exceed x amount," where x is beyond the limitations for the breed of cattle, facilities and management of the operation.
• Example of an achievable goal - "Farm employee x will mix feed ingredients accurately (wet feed less than 5 percent and dry feed less than 1 percent error) and deliver it to the cows by 10:00 a.m."

A relevant goal is appropriate to a person who will be attempting to achieve it and to the overall goals and objectives of the farm.

• Example of a goal that is not relevant - "All feed will be delivered to the cows by 10:00 a.m." This goal is easy enough to measure and achieve, but doesn't do anything to ensure the quality of the feed.
• Example of a relevant goal - "Farm staff will improve milk production and lower feed waste by assuring that the computed ration is fed to the cows accurately, in the proper amounts and by 10:00 a.m. each morning."

The attainment of a goal should not be open-ended, but set for a specific time. As much as possible, the exact date the goal is to be achieved should be determined. When a goal has a deadline, it provides a measurable point and speeds progress toward critical goals. Employees will generally put more emphasis on goals that have specific deadlines than on those for which no time for measurement has been established.

• Example of a goal that is not timely - "We will increase milk sold per worker to 1.2 million pounds."
• Example of a timely goal - "We will increase milk sold per worker to 1.2 million pounds by July 1 of next year."

Now, back to our example - an appropriate S.M.A.R.T. goal for this situation would be to write a standard operating procedure (SOP) by tomorrow evening's feeding so that everyone that is assigned to feed the cows unexpectedly can easily follow the steps and assure that the cows are fed correctly twice daily, at 6 a.m. and 6 p.m.

Step 5: Implement Solutions - The Action Plan

Step five is to write an action plan that addresses the problems. An action plan is written so that any employee can do the task successfully alone and is followed much like a recipe. It converts the goal or plan into a people process. It has three essential parts:

• Based on the goal the action plans answers five questions - What? When? How? Where? Who?
• Lists Resources
• Lists Potential Barriers

The example below applies these steps to our sample problem. Some of the steps in the action plan are obvious.

• What? - Feed the cows correctly twice a day.
• When? - By tomorrow night.
• How? - The written SOP.

Some questions still need answers in the action plan

• Where? - Feed is to be mixed in the feed wagon using the green tractor on the concrete pad by the commodity bins next to the silos. The feed is then to be fed to the cows in lots 2, 3, and 4 twice daily, at 6AM and 6 PM.
• Who? - To be assigned by the herdsman until a new feeder is hired and trained.

Resource List

• Ask the herdsman for help if any questions arise.
• The feeds are in the feed storage area and will be replaced as they are used.
• The tractor and mixing wagon are in the shed by the feed storage.
• The feeder is authorized to order feed or ask the office to do so.
• The feeder can spend up to $300 to correct problems when the office is closed and should get parts on account at Dickerson's Equipment.

Potential Barriers

• Depleted feeds in silos or bins.
• Tractor is in use somewhere else.
• Broken equipment.
• Sick employees.
• Cows in the wrong lot.
• Scales broken.

You will want to post an alternative plan for each of these contingencies.

Step 6: Monitor and Evaluate

Our next step in the problem solving process is to design a method for monitoring the outcome. The method we select should assess whether the goal and action plan corrects the problem. In addition, a well-designed monitoring method will help the team to determine when the action plan needs to be improved.

A team of professionals should not spend much time going over numerous data sets. They should have simple spreadsheets or graphs that tell how well the action plan is working and move on to bigger problems. Most teams need a short list of key parameters related to goals that they follow each meeting. An extensive list of production items is provided in the Resource/Special Tools section for ideas. Many teams track summary data from accounting reports, inventories of resources, or other items critical to monitoring action plans.

At each team meeting, the team should receive an update on the progress towards meeting the goals including any difficulties encountered or benefits received. Printed reports, summaries and spreadsheets speed the work of the team and help track progress. As time passes and situations change, the team will need to reevaluate individual goals and action steps as well as eliminate any that are no longer necessary. Add new goals as the need arises.

In our example, there were several components of the monitoring and evaluation process.

• Grab samples were taken and analyzed at each feeding for the next two weeks.
• The herdsman routinely observed the feed mixing process to see that the standard operating procedure was being followed.
• Bulk tank weights were monitored and plotted with cow numbers on a graph on a wall in the parlor office.

Monitoring Tools: Sample Herd Report

Step 7: Restart With a New Problem, or Refine the Old Problem

The problem solving steps are cyclical. If the first cycle is successful the process starts over with a new problem. If the same problem persists, there must be refinement, so the process starts over with refinement of the original problem as more current data is analyzed.

The problem solving process can last minutes or extend to years depending on the difficulty and complexity of the problem being addressed. Some problems will be addressed "on the fly" by the farm owner. Others will require careful consideration by the farm advisory team.

• Dairy Advisory Teams
• Integrated Dairy Management

You may also be interested in ...

Management Essentials for Dairy Success (MEDS)

Milk Production Records for Management Control

Feeding Records for Management Control

Using QuickBooks to Manage Your Farm Business: Instructor-Guided

Using Quickbooks to Manage Your Farm Business

Standard Operating Procedures for Dairy Farms

Dairy Sense: Income Over Feed Cost Recap

Management Points to Consider when Increasing Milking Frequency

Removing Cows from the Dairy Herd During Changing Market Conditions

Lease vs. Purchase of Ag. Equipment - Economic Evaluation

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How to Make Great Decisions, Quickly

• Martin G. Moore

It’s a skill that will set you apart.

As a new leader, learning to make good decisions without hesitation and procrastination is a capability that can set you apart from your peers. While others vacillate on tricky choices, your team could be hitting deadlines and producing the type of results that deliver true value. That’s something that will get you — and them — noticed. Here are a few of a great decision:

• Great decisions are shaped by consideration of many different viewpoints. This doesn’t mean you should seek out everyone’s opinion. The right people with the relevant expertise need to clearly articulate their views to help you broaden your perspective and make the best choice.
• Great decisions are made as close as possible to the action. Remember that the most powerful people at your company are rarely on the ground doing the hands-on work. Seek input and guidance from team members who are closest to the action.
• Great decisions address the root cause, not just the symptoms. Although you may need to urgently address the symptoms, once this is done you should always develop a plan to fix the root cause, or else the problem is likely to repeat itself.
• Great decisions balance short-term and long-term value. Finding the right balance between short-term and long-term risks and considerations is key to unlocking true value.
• Great decisions are timely. If you consider all of the elements listed above, then it’s simply a matter of addressing each one with a heightened sense of urgency.

Like many young leaders, early in my career, I thought a great decision was one that attracted widespread approval. When my colleagues smiled and nodded their collective heads, it reinforced (in my mind, at least) that I was an excellent decision maker.

• MM Martin G. Moore is the founder of Your CEO Mentor and author of No Bullsh!t Leadership and host of the No Bullsh!t Leadership podcast. His purpose is to improve the quality of leaders globally through practical, real world leadership content. For more information, please visit, www.martingmoore.com.

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