problem solving techniques in education

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Teaching problem solving.

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Tips and Techniques

Expert vs. novice problem solvers, communicate.

• Have students  identify specific problems, difficulties, or confusions . Don’t waste time working through problems that students already understand.
• If students are unable to articulate their concerns, determine where they are having trouble by  asking them to identify the specific concepts or principles associated with the problem.
• In a one-on-one tutoring session, ask the student to  work his/her problem out loud . This slows down the thinking process, making it more accurate and allowing you to access understanding.
• When working with larger groups you can ask students to provide a written “two-column solution.” Have students write up their solution to a problem by putting all their calculations in one column and all of their reasoning (in complete sentences) in the other column. This helps them to think critically about their own problem solving and helps you to more easily identify where they may be having problems. Two-Column Solution (Math) Two-Column Solution (Physics)

Encourage Independence

• Model the problem solving process rather than just giving students the answer. As you work through the problem, consider how a novice might struggle with the concepts and make your thinking clear
• Have students work through problems on their own. Ask directing questions or give helpful suggestions, but  provide only minimal assistance and only when needed to overcome obstacles.
• Don’t fear  group work ! Students can frequently help each other, and talking about a problem helps them think more critically about the steps needed to solve the problem. Additionally, group work helps students realize that problems often have multiple solution strategies, some that might be more effective than others

Be sensitive

• Frequently, when working problems, students are unsure of themselves. This lack of confidence may hamper their learning. It is important to recognize this when students come to us for help, and to give each student some feeling of mastery. Do this by providing  positive reinforcement to let students know when they have mastered a new concept or skill.

Encourage Thoroughness and Patience

• Try to communicate that  the process is more important than the answer so that the student learns that it is OK to not have an instant solution. This is learned through your acceptance of his/her pace of doing things, through your refusal to let anxiety pressure you into giving the right answer, and through your example of problem solving through a step-by step process.

Experts (teachers) in a particular field are often so fluent in solving problems from that field that they can find it difficult to articulate the problem solving principles and strategies they use to novices (students) in their field because these principles and strategies are second nature to the expert. To teach students problem solving skills,  a teacher should be aware of principles and strategies of good problem solving in his or her discipline .

The mathematician George Polya captured the problem solving principles and strategies he used in his discipline in the book  How to Solve It: A New Aspect of Mathematical Method (Princeton University Press, 1957). The book includes  a summary of Polya’s problem solving heuristic as well as advice on the teaching of problem solving.

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Why Every Educator Needs to Teach Problem-Solving Skills

Strong problem-solving skills will help students be more resilient and will increase their academic and career success .

Want to learn more about how to measure and teach students’ higher-order skills, including problem solving, critical thinking, and written communication?

Problem-solving skills are essential in school, careers, and life.

Problem-solving skills are important for every student to master. They help individuals navigate everyday life and find solutions to complex issues and challenges. These skills are especially valuable in the workplace, where employees are often required to solve problems and make decisions quickly and effectively.

Problem-solving skills are also needed for students’ personal growth and development because they help individuals overcome obstacles and achieve their goals. By developing strong problem-solving skills, students can improve their overall quality of life and become more successful in their personal and professional endeavors.

Problem-Solving Skills Help Students…

   develop resilience.

Problem-solving skills are an integral part of resilience and the ability to persevere through challenges and adversity. To effectively work through and solve a problem, students must be able to think critically and creatively. Critical and creative thinking help students approach a problem objectively, analyze its components, and determine different ways to go about finding a solution.  

This process in turn helps students build self-efficacy . When students are able to analyze and solve a problem, this increases their confidence, and they begin to realize the power they have to advocate for themselves and make meaningful change.

When students gain confidence in their ability to work through problems and attain their goals, they also begin to build a growth mindset . According to leading resilience researcher, Carol Dweck, “in a growth mindset, people believe that their most basic abilities can be developed through dedication and hard work—brains and talent are just the starting point. This view creates a love of learning and a resilience that is essential for great accomplishment.”

    Set and Achieve Goals

Students who possess strong problem-solving skills are better equipped to set and achieve their goals. By learning how to identify problems, think critically, and develop solutions, students can become more self-sufficient and confident in their ability to achieve their goals. Additionally, problem-solving skills are used in virtually all fields, disciplines, and career paths, which makes them important for everyone. Building strong problem-solving skills will help students enhance their academic and career performance and become more competitive as they begin to seek full-time employment after graduation or pursue additional education and training.

  Resolve Conflicts

In addition to increased social and emotional skills like self-efficacy and goal-setting, problem-solving skills teach students how to cooperate with others and work through disagreements and conflicts. Problem-solving promotes “thinking outside the box” and approaching a conflict by searching for different solutions. This is a very different (and more effective!) method than a more stagnant approach that focuses on placing blame or getting stuck on elements of a situation that can’t be changed.

While it’s natural to get frustrated or feel stuck when working through a conflict, students with strong problem-solving skills will be able to work through these obstacles, think more rationally, and address the situation with a more solution-oriented approach. These skills will be valuable for students in school, their careers, and throughout their lives.

    Achieve Success

We are all faced with problems every day. Problems arise in our personal lives, in school and in our jobs, and in our interactions with others. Employers especially are looking for candidates with strong problem-solving skills. In today’s job market, most jobs require the ability to analyze and effectively resolve complex issues. Students with strong problem-solving skills will stand out from other applicants and will have a more desirable skill set.

In a recent opinion piece published by The Hechinger Report , Virgel Hammonds, Chief Learning Officer at KnowledgeWorks, stated “Our world presents increasingly complex challenges. Education must adapt so that it nurtures problem solvers and critical thinkers.” Yet, the “traditional K–12 education system leaves little room for students to engage in real-world problem-solving scenarios.” This is the reason that a growing number of K–12 school districts and higher education institutions are transforming their instructional approach to personalized and competency-based learning, which encourage students to make decisions, problem solve and think critically as they take ownership of and direct their educational journey.

Problem-Solving Skills Can Be Measured and Taught

Research shows that problem-solving skills can be measured and taught. One effective method is through performance-based assessments which require students to demonstrate or apply their knowledge and higher-order skills to create a response or product or do a task.

What Are Performance-Based Assessments?

With the No Child Left Behind Act (2002), the use of standardized testing became the primary way to measure student learning in the U.S. The legislative requirements of this act shifted the emphasis to standardized testing, and this led to a  decline in nontraditional testing methods .

But   many educators, policy makers, and parents have concerns with standardized tests. Some of the top issues include that they don’t provide feedback on how students can perform better, they don’t value creativity, they are not representative of diverse populations, and they can be disadvantageous to lower-income students.

While standardized tests are still the norm, U.S. Secretary of Education Miguel Cardona is encouraging states and districts to move away from traditional multiple choice and short response tests and instead use performance-based assessment, competency-based assessments, and other more authentic methods of measuring students abilities and skills rather than rote learning. 

Performance-based assessments  measure whether students can apply the skills and knowledge learned from a unit of study. Typically, a performance task challenges students to use their higher-order skills to complete a project or process. Tasks can range from an essay to a complex proposal or design.

Preview a Performance-Based Assessment

Want a closer look at how performance-based assessments work?  Preview CAE’s K–12 and Higher Education assessments and see how CAE’s tools help students develop critical thinking, problem-solving, and written communication skills.

Performance-Based Assessments Help Students Build and Practice Problem-Solving Skills

In addition to effectively measuring students’ higher-order skills, including their problem-solving skills, performance-based assessments can help students practice and build these skills. Through the assessment process, students are given opportunities to practically apply their knowledge in real-world situations. By demonstrating their understanding of a topic, students are required to put what they’ve learned into practice through activities such as presentations, experiments, and simulations. 

This type of problem-solving assessment tool requires students to analyze information and choose how to approach the presented problems. This process enhances their critical thinking skills and creativity, as well as their problem-solving skills. Unlike traditional assessments based on memorization or reciting facts, performance-based assessments focus on the students’ decisions and solutions, and through these tasks students learn to bridge the gap between theory and practice.

Performance-based assessments like CAE’s College and Career Readiness Assessment (CRA+) and Collegiate Learning Assessment (CLA+) provide students with in-depth reports that show them which higher-order skills they are strongest in and which they should continue to develop. This feedback helps students and their teachers plan instruction and supports to deepen their learning and improve their mastery of critical skills.

Explore CAE’s Problem-Solving Assessments

CAE offers performance-based assessments that measure student proficiency in higher-order skills including problem solving, critical thinking, and written communication.

• College and Career Readiness Assessment (CCRA+) for secondary education and
• Collegiate Learning Assessment (CLA+) for higher education.

Our solution also includes instructional materials, practice models, and professional development.

We can help you create a program to build students’ problem-solving skills that includes:

• Measuring students’ problem-solving skills through a performance-based assessment    
• Using the problem-solving assessment data to inform instruction and tailor interventions
• Teaching students problem-solving skills and providing practice opportunities in real-life scenarios
• Supporting educators with quality professional development

Get started with our problem-solving assessment tools to measure and build students’ problem-solving skills today! These skills will be invaluable to students now and in the future.

Ready to Get Started?

Learn more about cae’s suite of products and let’s get started measuring and teaching students important higher-order skills like problem solving..

Teaching problem solving: Let students get ‘stuck’ and ‘unstuck’

Subscribe to the center for universal education bulletin, kate mills and km kate mills literacy interventionist - red bank primary school helyn kim helyn kim former brookings expert @helyn_kim.

October 31, 2017

This is the second in a six-part  blog series  on  teaching 21st century skills , including  problem solving ,  metacognition , critical thinking , and collaboration , in classrooms.

In the real world, students encounter problems that are complex, not well defined, and lack a clear solution and approach. They need to be able to identify and apply different strategies to solve these problems. However, problem solving skills do not necessarily develop naturally; they need to be explicitly taught in a way that can be transferred across multiple settings and contexts.

Here’s what Kate Mills, who taught 4 th grade for 10 years at Knollwood School in New Jersey and is now a Literacy Interventionist at Red Bank Primary School, has to say about creating a classroom culture of problem solvers:

Helping my students grow to be people who will be successful outside of the classroom is equally as important as teaching the curriculum. From the first day of school, I intentionally choose language and activities that help to create a classroom culture of problem solvers. I want to produce students who are able to think about achieving a particular goal and manage their mental processes . This is known as metacognition , and research shows that metacognitive skills help students become better problem solvers.

I begin by “normalizing trouble” in the classroom. Peter H. Johnston teaches the importance of normalizing struggle , of naming it, acknowledging it, and calling it what it is: a sign that we’re growing. The goal is for the students to accept challenge and failure as a chance to grow and do better.

I look for every chance to share problems and highlight how the students— not the teachers— worked through those problems. There is, of course, coaching along the way. For example, a science class that is arguing over whose turn it is to build a vehicle will most likely need a teacher to help them find a way to the balance the work in an equitable way. Afterwards, I make it a point to turn it back to the class and say, “Do you see how you …” By naming what it is they did to solve the problem , students can be more independent and productive as they apply and adapt their thinking when engaging in future complex tasks.

After a few weeks, most of the class understands that the teachers aren’t there to solve problems for the students, but to support them in solving the problems themselves. With that important part of our classroom culture established, we can move to focusing on the strategies that students might need.

Here’s one way I do this in the classroom:

I show the broken escalator video to the class. Since my students are fourth graders, they think it’s hilarious and immediately start exclaiming, “Just get off! Walk!”

When the video is over, I say, “Many of us, probably all of us, are like the man in the video yelling for help when we get stuck. When we get stuck, we stop and immediately say ‘Help!’ instead of embracing the challenge and trying new ways to work through it.” I often introduce this lesson during math class, but it can apply to any area of our lives, and I can refer to the experience and conversation we had during any part of our day.

Research shows that just because students know the strategies does not mean they will engage in the appropriate strategies. Therefore, I try to provide opportunities where students can explicitly practice learning how, when, and why to use which strategies effectively  so that they can become self-directed learners.

For example, I give students a math problem that will make many of them feel “stuck”. I will say, “Your job is to get yourselves stuck—or to allow yourselves to get stuck on this problem—and then work through it, being mindful of how you’re getting yourselves unstuck.” As students work, I check-in to help them name their process: “How did you get yourself unstuck?” or “What was your first step? What are you doing now? What might you try next?” As students talk about their process, I’ll add to a list of strategies that students are using and, if they are struggling, help students name a specific process. For instance, if a student says he wrote the information from the math problem down and points to a chart, I will say: “Oh that’s interesting. You pulled the important information from the problem out and organized it into a chart.” In this way, I am giving him the language to match what he did, so that he now has a strategy he could use in other times of struggle.

The charts grow with us over time and are something that we refer to when students are stuck or struggling. They become a resource for students and a way for them to talk about their process when they are reflecting on and monitoring what did or did not work.

For me, as a teacher, it is important that I create a classroom environment in which students are problem solvers. This helps tie struggles to strategies so that the students will not only see value in working harder but in working smarter by trying new and different strategies and revising their process. In doing so, they will more successful the next time around.

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Teaching Problem-Solving Skills

Many instructors design opportunities for students to solve “problems”. But are their students solving true problems or merely participating in practice exercises? The former stresses critical thinking and decision­ making skills whereas the latter requires only the application of previously learned procedures.

Problem solving is often broadly defined as "the ability to understand the environment, identify complex problems, review related information to develop, evaluate strategies and implement solutions to build the desired outcome" (Fissore, C. et al, 2021). True problem solving is the process of applying a method – not known in advance – to a problem that is subject to a specific set of conditions and that the problem solver has not seen before, in order to obtain a satisfactory solution.

Below you will find some basic principles for teaching problem solving and one model to implement in your classroom teaching.

Principles for teaching problem solving

• Model a useful problem-solving method . Problem solving can be difficult and sometimes tedious. Show students how to be patient and persistent, and how to follow a structured method, such as Woods’ model described below. Articulate your method as you use it so students see the connections.
• Teach within a specific context . Teach problem-solving skills in the context in which they will be used by students (e.g., mole fraction calculations in a chemistry course). Use real-life problems in explanations, examples, and exams. Do not teach problem solving as an independent, abstract skill.
• Help students understand the problem . In order to solve problems, students need to define the end goal. This step is crucial to successful learning of problem-solving skills. If you succeed at helping students answer the questions “what?” and “why?”, finding the answer to “how?” will be easier.
• Take enough time . When planning a lecture/tutorial, budget enough time for: understanding the problem and defining the goal (both individually and as a class); dealing with questions from you and your students; making, finding, and fixing mistakes; and solving entire problems in a single session.
• Ask questions and make suggestions . Ask students to predict “what would happen if …” or explain why something happened. This will help them to develop analytical and deductive thinking skills. Also, ask questions and make suggestions about strategies to encourage students to reflect on the problem-solving strategies that they use.
• Link errors to misconceptions . Use errors as evidence of misconceptions, not carelessness or random guessing. Make an effort to isolate the misconception and correct it, then teach students to do this by themselves. We can all learn from mistakes.

Woods’ problem-solving model

Define the problem.

• The system . Have students identify the system under study (e.g., a metal bridge subject to certain forces) by interpreting the information provided in the problem statement. Drawing a diagram is a great way to do this.
• Known(s) and concepts . List what is known about the problem, and identify the knowledge needed to understand (and eventually) solve it.
• Unknown(s) . Once you have a list of knowns, identifying the unknown(s) becomes simpler. One unknown is generally the answer to the problem, but there may be other unknowns. Be sure that students understand what they are expected to find.
• Units and symbols . One key aspect in problem solving is teaching students how to select, interpret, and use units and symbols. Emphasize the use of units whenever applicable. Develop a habit of using appropriate units and symbols yourself at all times.
• Constraints . All problems have some stated or implied constraints. Teach students to look for the words "only", "must", "neglect", or "assume" to help identify the constraints.
• Criteria for success . Help students consider, from the beginning, what a logical type of answer would be. What characteristics will it possess? For example, a quantitative problem will require an answer in some form of numerical units (e.g., $/kg product, square cm, etc.) while an optimization problem requires an answer in the form of either a numerical maximum or minimum.

Think about it

• “Let it simmer”.  Use this stage to ponder the problem. Ideally, students will develop a mental image of the problem at hand during this stage.
• Identify specific pieces of knowledge . Students need to determine by themselves the required background knowledge from illustrations, examples and problems covered in the course.
• Collect information . Encourage students to collect pertinent information such as conversion factors, constants, and tables needed to solve the problem.

Plan a solution

• Consider possible strategies . Often, the type of solution will be determined by the type of problem. Some common problem-solving strategies are: compute; simplify; use an equation; make a model, diagram, table, or chart; or work backwards.
• Choose the best strategy . Help students to choose the best strategy by reminding them again what they are required to find or calculate.

Carry out the plan

• Be patient . Most problems are not solved quickly or on the first attempt. In other cases, executing the solution may be the easiest step.
• Be persistent . If a plan does not work immediately, do not let students get discouraged. Encourage them to try a different strategy and keep trying.

Encourage students to reflect. Once a solution has been reached, students should ask themselves the following questions:

• Does the answer make sense?
• Does it fit with the criteria established in step 1?
• Did I answer the question(s)?
• What did I learn by doing this?
• Could I have done the problem another way?

If you would like support applying these tips to your own teaching, CTE staff members are here to help.  View the  CTE Support  page to find the most relevant staff member to contact. 

• Fissore, C., Marchisio, M., Roman, F., & Sacchet, M. (2021). Development of problem solving skills with Maple in higher education. In: Corless, R.M., Gerhard, J., Kotsireas, I.S. (eds) Maple in Mathematics Education and Research. MC 2020. Communications in Computer and Information Science, vol 1414. Springer, Cham. https://doi.org/10.1007/978-3-030-81698-8_15
• Foshay, R., & Kirkley, J. (1998). Principles for Teaching Problem Solving. TRO Learning Inc., Edina MN.  (PDF) Principles for Teaching Problem Solving (researchgate.net)
• Hayes, J.R. (1989). The Complete Problem Solver. 2nd Edition. Hillsdale, NJ: Lawrence Erlbaum Associates.
• Woods, D.R., Wright, J.D., Hoffman, T.W., Swartman, R.K., Doig, I.D. (1975). Teaching Problem solving Skills.
• Engineering Education. Vol 1, No. 1. p. 238. Washington, DC: The American Society for Engineering Education.

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Teaching problem solving

Strategies for teaching problem solving apply across disciplines and instructional contexts. First, introduce the problem and explain how people in your discipline generally make sense of the given information. Then, explain how to apply these approaches to solve the problem.

Introducing the problem

Explaining how people in your discipline understand and interpret these types of problems can help students develop the skills they need to understand the problem (and find a solution). After introducing how you would go about solving a problem, you could then ask students to:

• frame the problem in their own words
• define key terms and concepts
• determine statements that accurately represent the givens of a problem
• identify analogous problems
• determine what information is needed to solve the problem

Working on solutions

In the solution phase, one develops and then implements a coherent plan for solving the problem. As you help students with this phase, you might ask them to:

• identify the general model or procedure they have in mind for solving the problem
• set sub-goals for solving the problem
• identify necessary operations and steps
• draw conclusions
• carry out necessary operations

You can help students tackle a problem effectively by asking them to:

• systematically explain each step and its rationale
• explain how they would approach solving the problem
• help you solve the problem by posing questions at key points in the process
• work together in small groups (3 to 5 students) to solve the problem and then have the solution presented to the rest of the class (either by you or by a student in the group)

In all cases, the more you get the students to articulate their own understandings of the problem and potential solutions, the more you can help them develop their expertise in approaching problems in your discipline.

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• Problem Solving in STEM

Solving problems is a key component of many science, math, and engineering classes.  If a goal of a class is for students to emerge with the ability to solve new kinds of problems or to use new problem-solving techniques, then students need numerous opportunities to develop the skills necessary to approach and answer different types of problems.  Problem solving during section or class allows students to develop their confidence in these skills under your guidance, better preparing them to succeed on their homework and exams. This page offers advice about strategies for facilitating problem solving during class.

How do I decide which problems to cover in section or class?

In-class problem solving should reinforce the major concepts from the class and provide the opportunity for theoretical concepts to become more concrete. If students have a problem set for homework, then in-class problem solving should prepare students for the types of problems that they will see on their homework. You may wish to include some simpler problems both in the interest of time and to help students gain confidence, but it is ideal if the complexity of at least some of the in-class problems mirrors the level of difficulty of the homework. You may also want to ask your students ahead of time which skills or concepts they find confusing, and include some problems that are directly targeted to their concerns.

You have given your students a problem to solve in class. What are some strategies to work through it?

• Try to give your students a chance to grapple with the problems as much as possible.  Offering them the chance to do the problem themselves allows them to learn from their mistakes in the presence of your expertise as their teacher. (If time is limited, they may not be able to get all the way through multi-step problems, in which case it can help to prioritize giving them a chance to tackle the most challenging steps.)
• When you do want to teach by solving the problem yourself at the board, talk through the logic of how you choose to apply certain approaches to solve certain problems.  This way you can externalize the type of thinking you hope your students internalize when they solve similar problems themselves.
• Start by setting up the problem on the board (e.g you might write down key variables and equations; draw a figure illustrating the question).  Ask students to start solving the problem, either independently or in small groups.  As they are working on the problem, walk around to hear what they are saying and see what they are writing down. If several students seem stuck, it might be a good to collect the whole class again to clarify any confusion.  After students have made progress, bring the everyone back together and have students guide you as to what to write on the board.
• It can help to first ask students to work on the problem by themselves for a minute, and then get into small groups to work on the problem collaboratively.
• If you have ample board space, have students work in small groups at the board while solving the problem.  That way you can monitor their progress by standing back and watching what they put up on the board.
• If you have several problems you would like to have the students practice, but not enough time for everyone to do all of them, you can assign different groups of students to work on different – but related - problems.

When do you want students to work in groups to solve problems?

• Don’t ask students to work in groups for straightforward problems that most students could solve independently in a short amount of time.
• Do have students work in groups for thought-provoking problems, where students will benefit from meaningful collaboration.
• Even in cases where you plan to have students work in groups, it can be useful to give students some time to work on their own before collaborating with others.  This ensures that every student engages with the problem and is ready to contribute to a discussion.

What are some benefits of having students work in groups?

• Students bring different strengths, different knowledge, and different ideas for how to solve a problem; collaboration can help students work through problems that are more challenging than they might be able to tackle on their own.
• In working in a group, students might consider multiple ways to approach a problem, thus enriching their repertoire of strategies.
• Students who think they understand the material will gain a deeper understanding by explaining concepts to their peers.

What are some strategies for helping students to form groups?  

• Instruct students to work with the person (or people) sitting next to them.
• Count off.  (e.g. 1, 2, 3, 4; all the 1’s find each other and form a group, etc)
• Hand out playing cards; students need to find the person with the same number card. (There are many variants to this.  For example, you can print pictures of images that go together [rain and umbrella]; each person gets a card and needs to find their partner[s].)
• Based on what you know about the students, assign groups in advance. List the groups on the board.
• Note: Always have students take the time to introduce themselves to each other in a new group.

What should you do while your students are working on problems?

• Walk around and talk to students. Observing their work gives you a sense of what people understand and what they are struggling with. Answer students’ questions, and ask them questions that lead in a productive direction if they are stuck.
• If you discover that many people have the same question—or that someone has a misunderstanding that others might have—you might stop everyone and discuss a key idea with the entire class.

After students work on a problem during class, what are strategies to have them share their answers and their thinking?

• Ask for volunteers to share answers. Depending on the nature of the problem, student might provide answers verbally or by writing on the board. As a variant, for questions where a variety of answers are relevant, ask for at least three volunteers before anyone shares their ideas.
• Use online polling software for students to respond to a multiple-choice question anonymously.
• If students are working in groups, assign reporters ahead of time. For example, the person with the next birthday could be responsible for sharing their group’s work with the class.
• Cold call. To reduce student anxiety about cold calling, it can help to identify students who seem to have the correct answer as you were walking around the class and checking in on their progress solving the assigned problem. You may even want to warn the student ahead of time: "This is a great answer! Do you mind if I call on you when we come back together as a class?"
• Have students write an answer on a notecard that they turn in to you.  If your goal is to understand whether students in general solved a problem correctly, the notecards could be submitted anonymously; if you wish to assess individual students’ work, you would want to ask students to put their names on their notecard.  
• Use a jigsaw strategy, where you rearrange groups such that each new group is comprised of people who came from different initial groups and had solved different problems.  Students now are responsible for teaching the other students in their new group how to solve their problem.
• Have a representative from each group explain their problem to the class.
• Have a representative from each group draw or write the answer on the board.

What happens if a student gives a wrong answer?

• Ask for their reasoning so that you can understand where they went wrong.
• Ask if anyone else has other ideas. You can also ask this sometimes when an answer is right.
• Cultivate an environment where it’s okay to be wrong. Emphasize that you are all learning together, and that you learn through making mistakes.
• Do make sure that you clarify what the correct answer is before moving on.
• Once the correct answer is given, go through some answer-checking techniques that can distinguish between correct and incorrect answers. This can help prepare students to verify their future work.

How can you make your classroom inclusive?

• The goal is that everyone is thinking, talking, and sharing their ideas, and that everyone feels valued and respected. Use a variety of teaching strategies (independent work and group work; allow students to talk to each other before they talk to the class). Create an environment where it is normal to struggle and make mistakes.
• See Kimberly Tanner’s article on strategies to promoste student engagement and cultivate classroom equity. 

A few final notes…

• Make sure that you have worked all of the problems and also thought about alternative approaches to solving them.
• Board work matters. You should have a plan beforehand of what you will write on the board, where, when, what needs to be added, and what can be erased when. If students are going to write their answers on the board, you need to also have a plan for making sure that everyone gets to the correct answer. Students will copy what is on the board and use it as their notes for later study, so correct and logical information must be written there.

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Tipsheet: Problem Solving in STEM Sections

Tanner, K. D. (2013). Structure matters: twenty-one teaching strategies to promote student engagement and cultivate classroom equity . CBE-Life Sciences Education, 12(3), 322-331.

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Classroom Q&A

With larry ferlazzo.

In this EdWeek blog, an experiment in knowledge-gathering, Ferlazzo will address readers’ questions on classroom management, ELL instruction, lesson planning, and other issues facing teachers. Send your questions to [email protected]. Read more from this blog.

Eight Instructional Strategies for Promoting Critical Thinking

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(This is the first post in a three-part series.)

The new question-of-the-week is:

What is critical thinking and how can we integrate it into the classroom?

This three-part series will explore what critical thinking is, if it can be specifically taught and, if so, how can teachers do so in their classrooms.

Today’s guests are Dara Laws Savage, Patrick Brown, Meg Riordan, Ph.D., and Dr. PJ Caposey. Dara, Patrick, and Meg were also guests on my 10-minute BAM! Radio Show . You can also find a list of, and links to, previous shows here.

You might also be interested in The Best Resources On Teaching & Learning Critical Thinking In The Classroom .

Current Events

Dara Laws Savage is an English teacher at the Early College High School at Delaware State University, where she serves as a teacher and instructional coach and lead mentor. Dara has been teaching for 25 years (career preparation, English, photography, yearbook, newspaper, and graphic design) and has presented nationally on project-based learning and technology integration:

There is so much going on right now and there is an overload of information for us to process. Did you ever stop to think how our students are processing current events? They see news feeds, hear news reports, and scan photos and posts, but are they truly thinking about what they are hearing and seeing?

I tell my students that my job is not to give them answers but to teach them how to think about what they read and hear. So what is critical thinking and how can we integrate it into the classroom? There are just as many definitions of critical thinking as there are people trying to define it. However, the Critical Think Consortium focuses on the tools to create a thinking-based classroom rather than a definition: “Shape the climate to support thinking, create opportunities for thinking, build capacity to think, provide guidance to inform thinking.” Using these four criteria and pairing them with current events, teachers easily create learning spaces that thrive on thinking and keep students engaged.

One successful technique I use is the FIRE Write. Students are given a quote, a paragraph, an excerpt, or a photo from the headlines. Students are asked to F ocus and respond to the selection for three minutes. Next, students are asked to I dentify a phrase or section of the photo and write for two minutes. Third, students are asked to R eframe their response around a specific word, phrase, or section within their previous selection. Finally, students E xchange their thoughts with a classmate. Within the exchange, students also talk about how the selection connects to what we are covering in class.

There was a controversial Pepsi ad in 2017 involving Kylie Jenner and a protest with a police presence. The imagery in the photo was strikingly similar to a photo that went viral with a young lady standing opposite a police line. Using that image from a current event engaged my students and gave them the opportunity to critically think about events of the time.

Here are the two photos and a student response:

F - Focus on both photos and respond for three minutes

In the first picture, you see a strong and courageous black female, bravely standing in front of two officers in protest. She is risking her life to do so. Iesha Evans is simply proving to the world she does NOT mean less because she is black … and yet officers are there to stop her. She did not step down. In the picture below, you see Kendall Jenner handing a police officer a Pepsi. Maybe this wouldn’t be a big deal, except this was Pepsi’s weak, pathetic, and outrageous excuse of a commercial that belittles the whole movement of people fighting for their lives.

I - Identify a word or phrase, underline it, then write about it for two minutes

A white, privileged female in place of a fighting black woman was asking for trouble. A struggle we are continuously fighting every day, and they make a mockery of it. “I know what will work! Here Mr. Police Officer! Drink some Pepsi!” As if. Pepsi made a fool of themselves, and now their already dwindling fan base continues to ever shrink smaller.

R - Reframe your thoughts by choosing a different word, then write about that for one minute

You don’t know privilege until it’s gone. You don’t know privilege while it’s there—but you can and will be made accountable and aware. Don’t use it for evil. You are not stupid. Use it to do something. Kendall could’ve NOT done the commercial. Kendall could’ve released another commercial standing behind a black woman. Anything!

Exchange - Remember to discuss how this connects to our school song project and our previous discussions?

This connects two ways - 1) We want to convey a strong message. Be powerful. Show who we are. And Pepsi definitely tried. … Which leads to the second connection. 2) Not mess up and offend anyone, as had the one alma mater had been linked to black minstrels. We want to be amazing, but we have to be smart and careful and make sure we include everyone who goes to our school and everyone who may go to our school.

As a final step, students read and annotate the full article and compare it to their initial response.

Using current events and critical-thinking strategies like FIRE writing helps create a learning space where thinking is the goal rather than a score on a multiple-choice assessment. Critical-thinking skills can cross over to any of students’ other courses and into life outside the classroom. After all, we as teachers want to help the whole student be successful, and critical thinking is an important part of navigating life after they leave our classrooms.

‘Before-Explore-Explain’

Patrick Brown is the executive director of STEM and CTE for the Fort Zumwalt school district in Missouri and an experienced educator and author :

Planning for critical thinking focuses on teaching the most crucial science concepts, practices, and logical-thinking skills as well as the best use of instructional time. One way to ensure that lessons maintain a focus on critical thinking is to focus on the instructional sequence used to teach.

Explore-before-explain teaching is all about promoting critical thinking for learners to better prepare students for the reality of their world. What having an explore-before-explain mindset means is that in our planning, we prioritize giving students firsthand experiences with data, allow students to construct evidence-based claims that focus on conceptual understanding, and challenge students to discuss and think about the why behind phenomena.

Just think of the critical thinking that has to occur for students to construct a scientific claim. 1) They need the opportunity to collect data, analyze it, and determine how to make sense of what the data may mean. 2) With data in hand, students can begin thinking about the validity and reliability of their experience and information collected. 3) They can consider what differences, if any, they might have if they completed the investigation again. 4) They can scrutinize outlying data points for they may be an artifact of a true difference that merits further exploration of a misstep in the procedure, measuring device, or measurement. All of these intellectual activities help them form more robust understanding and are evidence of their critical thinking.

In explore-before-explain teaching, all of these hard critical-thinking tasks come before teacher explanations of content. Whether we use discovery experiences, problem-based learning, and or inquiry-based activities, strategies that are geared toward helping students construct understanding promote critical thinking because students learn content by doing the practices valued in the field to generate knowledge.

An Issue of Equity

Meg Riordan, Ph.D., is the chief learning officer at The Possible Project, an out-of-school program that collaborates with youth to build entrepreneurial skills and mindsets and provides pathways to careers and long-term economic prosperity. She has been in the field of education for over 25 years as a middle and high school teacher, school coach, college professor, regional director of N.Y.C. Outward Bound Schools, and director of external research with EL Education:

Although critical thinking often defies straightforward definition, most in the education field agree it consists of several components: reasoning, problem-solving, and decisionmaking, plus analysis and evaluation of information, such that multiple sides of an issue can be explored. It also includes dispositions and “the willingness to apply critical-thinking principles, rather than fall back on existing unexamined beliefs, or simply believe what you’re told by authority figures.”

Despite variation in definitions, critical thinking is nonetheless promoted as an essential outcome of students’ learning—we want to see students and adults demonstrate it across all fields, professions, and in their personal lives. Yet there is simultaneously a rationing of opportunities in schools for students of color, students from under-resourced communities, and other historically marginalized groups to deeply learn and practice critical thinking.

For example, many of our most underserved students often spend class time filling out worksheets, promoting high compliance but low engagement, inquiry, critical thinking, or creation of new ideas. At a time in our world when college and careers are critical for participation in society and the global, knowledge-based economy, far too many students struggle within classrooms and schools that reinforce low-expectations and inequity.

If educators aim to prepare all students for an ever-evolving marketplace and develop skills that will be valued no matter what tomorrow’s jobs are, then we must move critical thinking to the forefront of classroom experiences. And educators must design learning to cultivate it.

So, what does that really look like?

Unpack and define critical thinking

To understand critical thinking, educators need to first unpack and define its components. What exactly are we looking for when we speak about reasoning or exploring multiple perspectives on an issue? How does problem-solving show up in English, math, science, art, or other disciplines—and how is it assessed? At Two Rivers, an EL Education school, the faculty identified five constructs of critical thinking, defined each, and created rubrics to generate a shared picture of quality for teachers and students. The rubrics were then adapted across grade levels to indicate students’ learning progressions.

At Avenues World School, critical thinking is one of the Avenues World Elements and is an enduring outcome embedded in students’ early experiences through 12th grade. For instance, a kindergarten student may be expected to “identify cause and effect in familiar contexts,” while an 8th grader should demonstrate the ability to “seek out sufficient evidence before accepting a claim as true,” “identify bias in claims and evidence,” and “reconsider strongly held points of view in light of new evidence.”

When faculty and students embrace a common vision of what critical thinking looks and sounds like and how it is assessed, educators can then explicitly design learning experiences that call for students to employ critical-thinking skills. This kind of work must occur across all schools and programs, especially those serving large numbers of students of color. As Linda Darling-Hammond asserts , “Schools that serve large numbers of students of color are least likely to offer the kind of curriculum needed to ... help students attain the [critical-thinking] skills needed in a knowledge work economy. ”

So, what can it look like to create those kinds of learning experiences?

Designing experiences for critical thinking

After defining a shared understanding of “what” critical thinking is and “how” it shows up across multiple disciplines and grade levels, it is essential to create learning experiences that impel students to cultivate, practice, and apply these skills. There are several levers that offer pathways for teachers to promote critical thinking in lessons:

1.Choose Compelling Topics: Keep it relevant

A key Common Core State Standard asks for students to “write arguments to support claims in an analysis of substantive topics or texts using valid reasoning and relevant and sufficient evidence.” That might not sound exciting or culturally relevant. But a learning experience designed for a 12th grade humanities class engaged learners in a compelling topic— policing in America —to analyze and evaluate multiple texts (including primary sources) and share the reasoning for their perspectives through discussion and writing. Students grappled with ideas and their beliefs and employed deep critical-thinking skills to develop arguments for their claims. Embedding critical-thinking skills in curriculum that students care about and connect with can ignite powerful learning experiences.

2. Make Local Connections: Keep it real

At The Possible Project , an out-of-school-time program designed to promote entrepreneurial skills and mindsets, students in a recent summer online program (modified from in-person due to COVID-19) explored the impact of COVID-19 on their communities and local BIPOC-owned businesses. They learned interviewing skills through a partnership with Everyday Boston , conducted virtual interviews with entrepreneurs, evaluated information from their interviews and local data, and examined their previously held beliefs. They created blog posts and videos to reflect on their learning and consider how their mindsets had changed as a result of the experience. In this way, we can design powerful community-based learning and invite students into productive struggle with multiple perspectives.

3. Create Authentic Projects: Keep it rigorous

At Big Picture Learning schools, students engage in internship-based learning experiences as a central part of their schooling. Their school-based adviser and internship-based mentor support them in developing real-world projects that promote deeper learning and critical-thinking skills. Such authentic experiences teach “young people to be thinkers, to be curious, to get from curiosity to creation … and it helps students design a learning experience that answers their questions, [providing an] opportunity to communicate it to a larger audience—a major indicator of postsecondary success.” Even in a remote environment, we can design projects that ask more of students than rote memorization and that spark critical thinking.

Our call to action is this: As educators, we need to make opportunities for critical thinking available not only to the affluent or those fortunate enough to be placed in advanced courses. The tools are available, let’s use them. Let’s interrogate our current curriculum and design learning experiences that engage all students in real, relevant, and rigorous experiences that require critical thinking and prepare them for promising postsecondary pathways.

Critical Thinking & Student Engagement

Dr. PJ Caposey is an award-winning educator, keynote speaker, consultant, and author of seven books who currently serves as the superintendent of schools for the award-winning Meridian CUSD 223 in northwest Illinois. You can find PJ on most social-media platforms as MCUSDSupe:

When I start my keynote on student engagement, I invite two people up on stage and give them each five paper balls to shoot at a garbage can also conveniently placed on stage. Contestant One shoots their shot, and the audience gives approval. Four out of 5 is a heckuva score. Then just before Contestant Two shoots, I blindfold them and start moving the garbage can back and forth. I usually try to ensure that they can at least make one of their shots. Nobody is successful in this unfair environment.

I thank them and send them back to their seats and then explain that this little activity was akin to student engagement. While we all know we want student engagement, we are shooting at different targets. More importantly, for teachers, it is near impossible for them to hit a target that is moving and that they cannot see.

Within the world of education and particularly as educational leaders, we have failed to simplify what student engagement looks like, and it is impossible to define or articulate what student engagement looks like if we cannot clearly articulate what critical thinking is and looks like in a classroom. Because, simply, without critical thought, there is no engagement.

The good news here is that critical thought has been defined and placed into taxonomies for decades already. This is not something new and not something that needs to be redefined. I am a Bloom’s person, but there is nothing wrong with DOK or some of the other taxonomies, either. To be precise, I am a huge fan of Daggett’s Rigor and Relevance Framework. I have used that as a core element of my practice for years, and it has shaped who I am as an instructional leader.

So, in order to explain critical thought, a teacher or a leader must familiarize themselves with these tried and true taxonomies. Easy, right? Yes, sort of. The issue is not understanding what critical thought is; it is the ability to integrate it into the classrooms. In order to do so, there are a four key steps every educator must take.

• Integrating critical thought/rigor into a lesson does not happen by chance, it happens by design. Planning for critical thought and engagement is much different from planning for a traditional lesson. In order to plan for kids to think critically, you have to provide a base of knowledge and excellent prompts to allow them to explore their own thinking in order to analyze, evaluate, or synthesize information.
• SIDE NOTE – Bloom’s verbs are a great way to start when writing objectives, but true planning will take you deeper than this.

QUESTIONING

• If the questions and prompts given in a classroom have correct answers or if the teacher ends up answering their own questions, the lesson will lack critical thought and rigor.
• Script five questions forcing higher-order thought prior to every lesson. Experienced teachers may not feel they need this, but it helps to create an effective habit.
• If lessons are rigorous and assessments are not, students will do well on their assessments, and that may not be an accurate representation of the knowledge and skills they have mastered. If lessons are easy and assessments are rigorous, the exact opposite will happen. When deciding to increase critical thought, it must happen in all three phases of the game: planning, instruction, and assessment.

TALK TIME / CONTROL

• To increase rigor, the teacher must DO LESS. This feels counterintuitive but is accurate. Rigorous lessons involving tons of critical thought must allow for students to work on their own, collaborate with peers, and connect their ideas. This cannot happen in a silent room except for the teacher talking. In order to increase rigor, decrease talk time and become comfortable with less control. Asking questions and giving prompts that lead to no true correct answer also means less control. This is a tough ask for some teachers. Explained differently, if you assign one assignment and get 30 very similar products, you have most likely assigned a low-rigor recipe. If you assign one assignment and get multiple varied products, then the students have had a chance to think deeply, and you have successfully integrated critical thought into your classroom.

Thanks to Dara, Patrick, Meg, and PJ for their contributions!

Please feel free to leave a comment with your reactions to the topic or directly to anything that has been said in this post.

Consider contributing a question to be answered in a future post. You can send one to me at [email protected] . When you send it in, let me know if I can use your real name if it’s selected or if you’d prefer remaining anonymous and have a pseudonym in mind.

You can also contact me on Twitter at @Larryferlazzo .

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Problem-Solving

Jabberwocky

Problem-solving is the ability to identify and solve problems by applying appropriate skills systematically.

Problem-solving is a process—an ongoing activity in which we take what we know to discover what we don't know. It involves overcoming obstacles by generating hypo-theses, testing those predictions, and arriving at satisfactory solutions.

Problem-solving involves three basic functions:

Seeking information

Generating new knowledge

Making decisions

Problem-solving is, and should be, a very real part of the curriculum. It presupposes that students can take on some of the responsibility for their own learning and can take personal action to solve problems, resolve conflicts, discuss alternatives, and focus on thinking as a vital element of the curriculum. It provides students with opportunities to use their newly acquired knowledge in meaningful, real-life activities and assists them in working at higher levels of thinking (see Levels of Questions ).

Here is a five-stage model that most students can easily memorize and put into action and which has direct applications to many areas of the curriculum as well as everyday life:

Expert Opinion

Here are some techniques that will help students understand the nature of a problem and the conditions that surround it:

• List all related relevant facts.
• Make a list of all the given information.
• Restate the problem in their own words.
• List the conditions that surround a problem.
• Describe related known problems.

It's Elementary

For younger students, illustrations are helpful in organizing data, manipulating information, and outlining the limits of a problem and its possible solution(s). Students can use drawings to help them look at a problem from many different perspectives.

Understand the problem. It's important that students understand the nature of a problem and its related goals. Encourage students to frame a problem in their own words.

Describe any barriers. Students need to be aware of any barriers or constraints that may be preventing them from achieving their goal. In short, what is creating the problem? Encouraging students to verbalize these impediments is always an important step.

Identify various solutions. After the nature and parameters of a problem are understood, students will need to select one or more appropriate strategies to help resolve the problem. Students need to understand that they have many strategies available to them and that no single strategy will work for all problems. Here are some problem-solving possibilities:

Create visual images. Many problem-solvers find it useful to create “mind pictures” of a problem and its potential solutions prior to working on the problem. Mental imaging allows the problem-solvers to map out many dimensions of a problem and “see” it clearly.

Guesstimate. Give students opportunities to engage in some trial-and-error approaches to problem-solving. It should be understood, however, that this is not a singular approach to problem-solving but rather an attempt to gather some preliminary data.

Create a table. A table is an orderly arrangement of data. When students have opportunities to design and create tables of information, they begin to understand that they can group and organize most data relative to a problem.

Use manipulatives. By moving objects around on a table or desk, students can develop patterns and organize elements of a problem into recognizable and visually satisfying components.

Work backward. It's frequently helpful for students to take the data presented at the end of a problem and use a series of computations to arrive at the data presented at the beginning of the problem.

Look for a pattern. Looking for patterns is an important problem-solving strategy because many problems are similar and fall into predictable patterns. A pattern, by definition, is a regular, systematic repetition and may be numerical, visual, or behavioral.

Create a systematic list. Recording information in list form is a process used quite frequently to map out a plan of attack for defining and solving problems. Encourage students to record their ideas in lists to determine regularities, patterns, or similarities between problem elements.

Try out a solution. When working through a strategy or combination of strategies, it will be important for students to …

Keep accurate and up-to-date records of their thoughts, proceedings, and procedures. Recording the data collected, the predictions made, and the strategies used is an important part of the problem solving process.

Try to work through a selected strategy or combination of strategies until it becomes evident that it's not working, it needs to be modified, or it is yielding inappropriate data. As students become more proficient problem-solvers, they should feel comfortable rejecting potential strategies at any time during their quest for solutions.

Monitor with great care the steps undertaken as part of a solution. Although it might be a natural tendency for students to “rush” through a strategy to arrive at a quick answer, encourage them to carefully assess and monitor their progress.

Feel comfortable putting a problem aside for a period of time and tackling it at a later time. For example, scientists rarely come up with a solution the first time they approach a problem. Students should also feel comfortable letting a problem rest for a while and returning to it later.

Evaluate the results. It's vitally important that students have multiple opportunities to assess their own problem-solving skills and the solutions they generate from using those skills. Frequently, students are overly dependent upon teachers to evaluate their performance in the classroom. The process of self-assessment is not easy, however. It involves risk-taking, self-assurance, and a certain level of independence. But it can be effectively promoted by asking students questions such as “How do you feel about your progress so far?” “Are you satisfied with the results you obtained?” and “Why do you believe this is an appropriate response to the problem?”

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Problem-Solving in Elementary School

Elementary students practice problem-solving and self-questioning techniques to improve reading and social and emotional learning skills.

In a school district in New Jersey, beginning in kindergarten each child is seen as a future problem solver with creative ideas that can help the world. Vince Caputo, superintendent of the Metuchen School District, explained that what drew him to the position was “a shared value for whole child education.”

Caputo’s first hire as superintendent was Rick Cohen, who works as both the district’s K–12 director of curriculum and principal of Moss Elementary School . Cohen is committed to integrating social and emotional learning (SEL) into academic curriculum and instruction by linking cognitive processes and guided self-talk.

Cohen’s first focus was kindergarten students. “I recommended Moss teachers teach just one problem-solving process to our 6-year-olds across all academic content areas and challenge students to use the same process for social problem-solving,” he explained.  

Reading and Social Problem-Solving

Moss Elementary classrooms use a specific process to develop problem-solving skills focused on tending to social and interpersonal relationships. The process also concentrates on building reading skills—specifically, decoding and comprehension.

Stop, Look, and Think.  Students define the problem. As they read, they look at the pictures and text for clues, searching for information and asking, “What is important and what is not?” Social problem-solving aspect: Students look for signs of feelings in others’ faces, postures, and tone of voice.

Gather Information . Next, students explore what feelings they’re having and what feelings others may be having. As they read, they look at the beginning sound of a word and ask, “What else sounds like this?” Social problem-solving aspect: Students reflect on questions such as, “What word or words describe the feeling you see or hear in others? What word describes your feeling? How do you know, and how sure are you?”

Brainstorming . Then students seek different solutions. As they read, they wonder, “Does it sound right? Does it make sense? How else could it sound to make more sense? What other sounds do those letters make?” Social problem-solving aspect: Students reflect on questions such as, “How can you solve the problem or make the situation better? What else can you think of? What else can you try? What other ideas do you have?”  

Pick the Best One.  Next, students evaluate the solution. While reading, they scan for smaller words they know within larger, more difficult words. They read the difficult words the way they think they sound while asking, “Will it make sense to other people?” Social problem-solving aspect: Students reflect on prompts such as, “Pick the solution that you think will be best to solve the problem. Ask yourself, ‘What will happen if I do this—for me, and for others involved?’”

Go . In the next step, students make a plan and act. They do this by rereading the text. Social problem-solving aspect: Students are asked to try out what they will say and how they will say it. They’re asked to pick a good time to do this, when they’re willing to try it.

Check . Finally, students reflect and revise. After they have read, they ponder what exactly was challenging about what they read and, based on this, decide what to do next. Social problem-solving aspect: Students reflect on questions such as, “How did it work out? Did you solve the problem? How did others feel about what happened? What did you learn? What would you do if the same thing happened again?”

You can watch the Moss Elementary Problem Solvers video and see aspects of this process in action.

The Process of Self-Questioning 

Moss Elementary students and other students in the district are also taught structured self-questioning. Cohen notes, “We realized that many of our elementary students would struggle to generalize the same steps and thinking skills they previously used to figure out an unknown word in a text or resolve social conflicts to think through complex inquiries and research projects.” The solution? Teach students how to self-question, knowing they can also apply this effective strategy across contexts. The self-questioning process students use looks like this:

Stop and Think. “What’s the question?”

Gather Information. “How do I gather information? What are different sides of the issue?”

Brainstorm and Choose. “How do I select, organize, and choose the information? What are some ways to solve the problem? What’s the best choice?”

Plan and Try. “What does the plan look like? When and how can it happen? Who needs to be involved?”

Check & Revise. “How can I present the information? What did I do well? How can I improve?”

The Benefits

Since using the problem-solving and self-questioning processes, the students at Moss Elementary have had growth in their scores for the last two years on the fifth-grade English language arts PARCC tests . However, as Cohen shares, “More important than preparing our students for the tests on state standards, there is evidence that we are also preparing them for the tests of life.”

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Educational leaders’ problem-solving for educational improvement: Belief validity testing in conversations

• Open access
• Published: 01 October 2021
• Volume 24 , pages 133–181, ( 2023 )

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• Claire Sinnema   ORCID: orcid.org/0000-0002-6707-6726 1 ,
• Frauke Meyer 1 ,
• Deidre Le Fevre 1 ,
• Hamish Chalmers 1 &
• Viviane Robinson 1  

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Educational leaders’ effectiveness in solving problems is vital to school and system-level efforts to address macrosystem problems of educational inequity and social injustice. Leaders’ problem-solving conversation attempts are typically influenced by three types of beliefs—beliefs about the nature of the problem, about what causes it, and about how to solve it. Effective problem solving demands testing the validity of these beliefs—the focus of our investigation. We analyzed 43 conversations between leaders and staff about equity related problems including teaching effectiveness. We first determined the types of beliefs held and the validity testing behaviors employed drawing on fine-grained coding frameworks. The quantification of these allowed us to use cross tabs and chi-square tests of independence to explore the relationship between leaders’ use of validity testing behaviors (those identified as more routine or more robust, and those relating to both advocacy and inquiry) and belief type. Leaders tended to avoid discussion of problem causes, advocate more than inquire, bypass disagreements, and rarely explore logic between solutions and problem causes. There was a significant relationship between belief type and the likelihood that leaders will test the validity of those beliefs—beliefs about problem causes were the least likely to be tested. The patterns found here are likely to impact whether micro and mesosystem problems, and ultimately exo and macrosystem problems, are solved. Capability building in belief validity testing is vital for leadership professional learning to ensure curriculum, social justice and equity policy aspirations are realized in practice.

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This study examines the extent to which leaders, in their conversations with others, test rather than assume the validity of their own and others’ beliefs about the nature, causes of, and solutions to problems of teaching and learning that arise in their sphere of responsibility. We define a problem as a gap between the current and desired state, plus the demand that the gap be reduced (Robinson, 1993 ). We position this focus within the broader context of educational change, and educational improvement in particular, since effective discussion of such problems is central to improvement and vital for addressing issues of educational equity and social justice.

Educational improvement and leaders’ role in problem solving

Educational leaders work in a discretionary problem-solving space. Ball ( 2018 ) describes discretionary spaces as the micro level practices of the teacher. It is imperative to attend to what happens in these spaces because the specific talk and actions that occur in particular moments (for example, what the teacher says or does when one student responds in a particular way to his or her question) impact all participants in the classroom and shape macro level educational issues including legacies of racism, oppression, and marginalization of particular groups of students. A parallel exists, we argue, for leaders’ problem solving—how capable leaders are at dealing with micro-level problems in the conversational moment impacts whether a school or network achieves its improvement goals. For example, how a leader deals with problems with a particular teacher or with a particular student or group of students is subtly but strongly related to the solving of equity problems at the exo and macro levels. Problem solving effectiveness is also related to challenges in the realization of curriculum reform aspirations, including curriculum reform depth, spread, reach, and pace (Sinnema & Stoll, 2020b ).

The conversations leaders have with others in their schools in their efforts to solve educational problems are situated in a broader environment which they both influence and are influenced by. We draw here on Bronfonbrenner’s ( 1992 ) ecological systems theory to construct a nested model of educational problem solving (see Fig.  1 ). Bronfenbrenner focused on the environment around children, and set out five interrelated systems that he professed influence a child’s development. We propose that these systems can also be used to understand another type of learner—educators, including leaders and teachers—in the context of educational problem solving.

Nested model of educational problem solving

Bronfenbrenner’s ( 1977 ) microsystem sets out the immediate environment, parents, siblings, teachers, and peers as influencers of and influenced by children. We propose the micro system for educators to include those they have direct contact with including their students, other teachers in their classroom and school, the school board, and the parent community. Bronfenbrenner’s meso system referred to the interactions between a child’s microsystems. In the same way, when foregrounding the ecological system around educators, we suggest attention to the problems that occur in the interactions between students, teachers, school leaders, their boards, and communities. In the exo system, Bronfenbrenner directs attention to other social structures (formal and informal), which do not themselves contain the child, but indirectly influence them as they affect one of the microsystems. In the same way, we suggest educational ministries, departments and agencies function to influence educators. The macro system as theorized by Bronfenbrenner focuses on how child development is influenced by cultural elements established in society, including prevalent beliefs, attitudes, and perceptions. In our model, we recognise how such cultural elements of Bronfenbrenner’s macro system also relate to educators in that dominant and pervasive beliefs, attitudes and perceptions create and perpetuate educational problems, including those relating to educational inequity, bias, racism, social injustice, and underachievement. The chronosystem, as Bronfenbrenner describes, shows the role of environmental changes across a lifetime, which influences development. In a similar way, educators′ professional transitions and professional milestones influence and are influenced by other system levels, and in the context of our work, their problem solving approaches.

Leaders’ effectiveness in discussions about problems related to the micro and mesosystem contributes greatly to the success of exosystem reform efforts, and those efforts, in turn, influence the beliefs, attitudes, and ideologies of the macrosystem. As Fig.  1 shows, improvement goals (indicated by the arrows moving from the current to a desired state) in the exo or macrosystem are unlikely to be achieved without associated improvement in the micro and mesosystem involving students, teachers, and groups of teachers, schools and their boards and parent communities. Similarly, the level of improvement in the macro and exosystems is limited by the extent to which more improvement goals at the micro and mesosystem are achieved through solving problems relating to students’ experience and school and classroom practices including curriculum, teaching, and assessment. As well as drawing on Bronfenbrenner’s ecological systems theory, our nested model of problem solving draws on problem solving theory to draw attention to how gaps between current and desired states at each of the system levels also influence each other (Newell & Simon, 1972 ). Efforts to solve problems in any one system (to move from current state toward a more desired state) are supported by similar moves at other interrelated systems. For example, the success of a teacher seeking to solve a curriculum problem (demand from parents to focus on core knowledge in traditional learning domains, for example)—a problem related to the microsystem and mesosystem—will be influenced by how similar problems are recognised, attended to, and solved by those in the ministries, departments and agencies in the exosystem.

In considering the role of educational leaders in this nested model of problem solving, we take a capability perspective (Mumford et al., 2000 ) rather than a leadership style perspective (Bedell-Avers et al., 2008 ). School leaders (including those with formal and informal leadership positions) require particular capabilities if they are to enact ambitious policies and solve complex problems related to enhancing equity for marginalized and disadvantaged groups of students (Mavrogordato & White, 2020 ). Too often, micro and mesosystem problems remain unsolved which is problematic not only for those directly involved, but also for the resolution of the related exo and macrosystem problems. The ill-structured nature of the problems school leaders face, and the social nature of the problem-solving process, contribute to the ineffectiveness of leaders’ problem-solving efforts and the persistence of important microsystem and mesosystem problems in schools.

Ill-structured problems

The problems that leaders need to solve are typically ill-structured rather than clearly defined, complex rather that than straight-forward, and adaptive rather than routine challenges (Bedell-Avers et al., 2008 ; Heifetz et al., 2009 ; Leithwood & Stager, 1989 ; Leithwood & Steinbach, 1992 , 1995 ; Mumford & Connelly, 1991 ; Mumford et al., 2000 ; Zaccaro et al., 2000 ). As Mumford and Connelly explain, “even if their problems are not totally unprecedented, leaders are, […] likely to be grappling with unique problems for which there is no clear-cut predefined solution” (Mumford & Connelly, 1991 , p. 294). Most such problems are difficult to solve because they can be construed in various ways and lack clear criteria for what counts as a good solution. Mumford et al. ( 2000 ) highlight the particular difficulties in solving ill-structured problems with regard to accessing, evaluating and using relevant information:

Not only is it difficult in many organizational settings for leaders to say exactly what the problem is, it may not be clear exactly what information should be brought to bear on the problem. There is a plethora of available information in complex organizational systems, only some of which is relevant to the problem. Further, it may be difficult to obtain accurate, timely information and identify key diagnostic information. As a result, leaders must actively seek and carefully evaluate information bearing on potential problems and goal attainment. (p. 14)

Problems in schools are complex. Each single problem can comprise multiple educational dimensions (learners, learning, curriculum, teaching, assessment) as well as relational, organizational, psychological, social, cultural, and political dimensions. In response to a teaching problem, for example, a single right or wrong answer is almost never at play; there are typically countless possible ‘responses’ to the problem of how to teach effectively in any given situation.

Problem solving as socially situated

Educational leaders’ problem solving is typically social because multiple people are usually involved in defining, explaining, and solving any given problem (Mumford et al., 2000 ). When there are multiple parties invested in addressing a problem, they typically hold diverse perspectives on how to describe (frame, perceive, and communicate about problems), explain (identify causes which lead to the problem), and solve the problem. Argyris and Schön ( 1974 ) argue that effective leaders must manage the complexity of integrating multiple and diverse perspectives, not only because all parties need to be internally committed to solutions, but also because quality solutions rely on a wide range of perspectives and evidence. Somewhat paradoxically, while the multiple perspectives involved in social problem solving add to their inherent complexity, these perspectives are a resource for educational change, and for the development of more effective solutions (Argyris & Schön, 1974 ). The social nature of problem solving requires high trust so participants can provide relevant, accurate, and timely information (rather than distort or withhold it), recognize their interdependence, and avoid controlling others. In high trust relationships, as Zand’s early work in this field established, “there is less socially generated uncertainty and problems are solved more effectively” (Zand, 1972 , p. 238).

Leaders’ capabilities in problem solving

Leadership research has established the centrality of capability in problem solving to leadership effectiveness generally (Marcy & Mumford, 2010 ; Mumford et al., 2000 , 2007 ) and to educational leadership in particular. Leithwood and Stager ( 1989 ), for example, consider “administrator’s problem-solving processes as crucial to an understanding of why principals act as they do and why some principals are more effective than others” (p. 127). Similarly, Robinson ( 1995 , 2001 , 2010 ) positions the ability to solve complex problems as central to all other dimensions of effective educational leadership. Unsurprisingly, problem solving is often prominent in standards for school leaders/leadership and is included in tools for the assessment of school leadership (Goldring et al., 2009 ). Furthermore, its importance is heightened given the increasing demand and complexity in standards for teaching (Sinnema, Meyer & Aitken, 2016) and the trend toward leadership across networks of schools (Sinnema, Daly, Liou, & Rodway, 2020a ) and the added complexity of such problem solving where a system perspective is necessary.

Empirical research on leaders’ practice has revealed that there is a need for capability building in problem solving (Le Fevre et al., 2015 ; Robinson et al., 2020 ; Sinnema et al., 2013 ; Sinnema et al., 2016 ; Smith, 1997 ; Spillane et al., 2009 ; Timperley & Robinson, 1998 ; Zaccaro et al., 2000 ). Some studies have compared the capability of leaders with varying experience. For example, Leithwood and Stager ( 1989 ) noted differences in problem solving approaches between novice and expert principals when responding to problem scenarios, particularly when the scenarios described ill-structured problems. Principals classified as ‘experts’ were more likely to collect information rather than make assumptions, and perceived unstructured problems to be manageable, whereas typical principals found these problems stressful. Expert principals also consulted extensively to get relevant information and find ways to deal with constraints. In contrast, novice principals consulted less frequently and tended to see constraints as obstacles (Leithwood & Stager, 1989 ). Allison and Allison ( 1993 ) reported that while experienced principals were better than novices at developing abstract problem-solving goals, they were less interested in the detail of how they would pursue these goals. Similar differences were found in Spillane et al.’s ( 2009 ) work that found expert principals to be better at interpreting problems and reflecting on their own actions compared with aspiring principals. More recent work (Sinnema et al., 2021 ) highlights that educators perceptions of discussion quality is positively associated with both new learning for the educator (learning that influences their practice) and improved practice (practices that reach students)—the more robust and helpful educators report their professional discussion to be, the more likely they are to report improvement in their practice. This supports the demand for quality conversation in educational teams.

Solving problems related to teaching and learning that occur in the micro or mesosystem usually requires conversations that demand high levels of interpersonal skill. Skill development is important because leaders tend to have difficulty inquiring deeply into the viewpoints of others (Le Fevre & Robinson, 2015 ; Le Fevre et al., 2015 ; Robinson & Le Fevre, 2011 ). In a close analysis of 43 conversation transcripts, Le Fevre et al. ( 2015 ) showed that when leaders anticipated or encountered diverse views, they tended to ask leading or loaded rather than genuine questions. This pattern was explained by their judgmental thinking, and their desire to avoid negative emotion and stay in control of the conversation. In a related study of leaders’ conversations, a considerable difference was found between the way educational leaders described their problem before and during the conversation with those involved (Sinnema et al., 2013 ). Prior to the conversation, privately, they tended to describe their problem as more serious and more urgent than they did in the conversation they held later with the person concerned.

One of the reasons for the mismatch between their private descriptions and public disclosures was the judgmental framing of their beliefs about the other party’s intentions, attitudes, and/or motivations (Peeters & Robinson, 2015 ). If leaders are not willing or able to reframe such privately-held beliefs in a more respectful manner, they will avoid addressing problems through fear of provoking negative emotion, and neither party will be able to critique the reasoning that leads to the belief in question (Robinson et al., 2020 ). When that happens, beliefs based on faulty reasoning may prevail, problem solutions may be based only on that which is discussable, and the problem may persist.

A model of effective problem-solving conversations

We present below a normative model of effective problem-solving conversations (Fig.  2 ) in which testing the validity of relevant beliefs plays a central role. Leaders test their beliefs about a problem when they draw on a set of validity testing behaviors and enact those behaviors, through their inquiry and advocacy, in ways that are consistent with the three interpersonal values included in the model. The model proposes that these processes increase the effectiveness of social problem solving, with effectiveness understood as progressing the task of solving the problem while maintaining or improving the leader’s relationship with those involved. In formulating this model, we drew on the previously discussed research on problem solving and theories of interpersonal and organisational effectiveness.

Model of effective problem-solving conversations

The role of beliefs in problem solving

Beliefs are important in the context of problem solving because they shape decisions about what constitutes a problem and how it can be explained and resolved. Beliefs link the object of the belief (e.g., a teacher’s planning) to some attribute (e.g., copied from the internet). In the context of school problems these attributes are usually tightly linked to a negative evaluation of the object of the belief (Fishbein & Ajzen, 1975 ). Problem solving, therefore, requires explicit attention by leaders to the validity of the information on which their own and others’ beliefs are based. The model draws on the work of Mumford et al. ( 2000 ) by highlighting three types of beliefs that are central to how people solve problems—beliefs about whether and why a situation is problematic (we refer to these as problem description beliefs); beliefs about the precursors of the problem situation (we refer to these as problem explanation beliefs); and beliefs about strategies which could, would, or should improve the situation (we refer to these as problem solution beliefs). With regard to problem explanation beliefs, it is important that attention is not limited to surface level factors, but also encompasses consideration of deeper related issues in the broader social context and how they contribute to any given problem.

The role of values in problem-solving conversations

Figure  2 proposes that problem solving effectiveness is increased when leaders’ validity testing behaviors are consistent with three values—respecting the views of others, seeking to maximize validity of their own and others’ beliefs, and building internal commitment to decisions reached. The inclusion of these three values in the model means that our validity testing behaviors must be conceptualized and measured in ways that capture their interpersonal (respect and internal commitment) and epistemic (valid information) underpinnings. Without this conceptual underpinning, it is likely to be difficult to identify the validity testing behaviors that are associated with effectiveness. For example, the act of seeking agreement can be done in a coercive or a respectful manner, so it is important to define and measure this behavior in ways that distinguish between the two. How this and similar distinctions were accomplished is described in the subsequent section on the five validity testing behaviors.

The three values in Fig.  2 are based on the theories and practice of interpersonal and organizational effectiveness developed by Argyris and Schön ( 1974 , 1978 , 1996 ) and applied more recently in a range of educational leadership research contexts (Hannah et al., 2018 ; Patuawa et al., 2021 ; Sinnema et al., 2021a ). We have drawn on the work of Argyris and Schön because their theories explain the dilemma many leaders experience between the two components of problem solving effectiveness and indicate how that dilemma can be avoided or resolved.

Seeking to maximize the validity of information is important because leaders’ beliefs have powerful consequences for the lives and learning of teachers and students and can limit or support educational change efforts. Leaders who behave consistently with the validity of information value are truth seekers rather than truth claimers in that they are open-minded and thus more attentive to the information that disconfirms rather than confirms their beliefs. Rather than assuming the validity of their beliefs and trying to impose them on others, their stance is one of seeking to detect and correct errors in their own and others′ thinking (Robinson, 2017 ).

The value of respect is closely linked to the value of maximizing the validity of information. Leaders increase validity by listening carefully to the views of others, especially if those views differ from their own. Listening carefully requires the accordance of worth and respect, rather than private or public dismissal of views that diverge from or challenge one’s own. If leaders’ conversations are guided by the two values of valid information and respect, then the third value of fostering internal commitment is also likely to be present. Teachers become internally committed to courses of action when their concerns have been listened to and directly addressed as part of the problem-solving process.

The role of validity testing behaviors in problem solving

Figure  2 includes five behaviors designed to test the validity of the three types of belief involved in problem solving. They are: 1) disclosing beliefs; 2) providing grounds; 3) exploring difference; 4) examining logic; and 5) seeking agreement. These behaviors enable leaders to check the validity of their beliefs by engaging in open minded disclosure and discussion of their thinking. While these behaviors are most closely linked to the value of maximizing valid information, the values of respect and internal commitment are also involved in these behaviors. For example, it is respectful to honestly and clearly disclose one’s beliefs about a problem to the other person concerned (advocacy), and to do so in ways that make the grounds for the belief testable and open to revision. It is also respectful to combine advocacy of one’s own beliefs with inquiry into others’ reactions to those beliefs and with inquiry into their own beliefs. When leaders encounter doubts and disagreements, they build internal rather than external commitment by being open minded and genuinely interested in understanding the grounds for them (Spiegel, 2012 ). By listening to and responding directly to others’ concerns, they build internal commitment to the process and outcomes of the problem solving.

Advocacy and inquiry dimensions

Each of the five validity testing behaviors can take the form of a statement (advocacy) or a question (inquiry). A leader’s advocacy contributes to problem solving effectiveness when it communicates his or her beliefs and the grounds for them, in a manner that is consistent with the three values. Such disclosure enables others to understand and critically evaluate the leader’s thinking (Tompkins, 2013 ). Respectful inquiry is equally important, as it invites the other person into the conversation, builds the trust they need for frank disclosure of their views, and signals that diverse views are welcomed. Explicit inquiry for others’ views is particularly important when there is a power imbalance between the parties, and when silence suggests that some are reluctant to disclose their views. Across their careers, leaders tend to rely more heavily on advocating their own views than on genuinely inquiring into the views of others (Robinson & Le Fevre, 2011 ). It is the combination of advocacy and inquiry behaviors, that enables all parties to collaborate in formulating a more valid understanding of the nature of the problem and of how it may be solved.

The five validity testing behaviors

Disclosing beliefs is the first and most essential validity testing behavior because beliefs cannot be publicly tested, using the subsequent four behaviors, if they are not disclosed. This behavior includes leaders’ advocacy of their own beliefs and their inquiry into others’ beliefs, including reactions to their own beliefs (Peeters & Robinson, 2015 ; Robinson & Le Fevre, 2011 ).

Honest and respectful disclosure ensures that all the information that is believed to be relevant to the problem, including that which might trigger an emotional reaction, is shared and available for validity testing (Robinson & Le Fevre, 2011 ; Robinson et al., 2020 ; Tjosvold et al., 2005 ). Respectful disclosure has been linked with follower trust. The empirical work of Norman et al. ( 2010 ), for example, showed that leaders who disclose more, and are more transparent in their communication, instill higher levels of trust in those they work with.

Providing grounds , the second validity testing behavior, is concerned with leaders expressing their beliefs in a way that makes the reasoning that led to them testable (advocacy) and invites others to do the same (inquiry). When leaders clearly explain the grounds for their beliefs and invite the other party to critique their relevance or accuracy, the validity or otherwise of the belief becomes more apparent. Both advocacy and inquiry about the grounds for beliefs can lead to a strengthening, revision, or abandonment of the beliefs for either or both parties (Myran & Sutherland, 2016 ; Robinson & Le Fevre, 2011 ; Robinson et al., 2020 ).

Exploring difference is the third validity testing behavior. It is essential because two parties simply disclosing beliefs and the grounds for them is insufficient for arriving at a joint solution, particularly when such disclosure reveals that there are differences in beliefs about the accuracy and implications of the evidence or differences about the soundness of arguments. Exploring difference through advocacy is seen in such behaviors as identifying and signaling differing beliefs and evaluating contrary evidence that underpins those differing beliefs. An inquiry approach to exploring difference (Timperley & Parr, 2005 ) occurs when a leader inquires into the other party’s beliefs about difference, or their response to the leaders’ beliefs about difference.

Exploring differences in beliefs is key to increasing validity in problem solving efforts (Mumford et al., 2007 ; Robinson & Le Fevre, 2011 ; Tjosvold et al., 2005 ) because it can lead to more integrative solutions and enhance the commitment from both parties to work with each other in the future (Tjosvold et al., 2005 ). Leaders who are able to engage with diverse beliefs are more likely to detect and challenge any faulty reasoning and consequently improve solution development (Le Fevre & Robinson, 2015 ). In contrast, when leaders do not engage with different beliefs, either by not recognizing or by intentionally ignoring them, validity testing is more limited. Such disengagement may be the result of negative attributions about the other person, such as that they are resistant, stubborn, or lazy. Such attributions reduce opportunities for the rigorous public testing that is afforded by the exchange and critical examination of competing views.

Examining logic , the fourth validity testing behavior, highlights the importance of devising a solution that adequately addresses the nature of the problem at hand and its causes. To develop an effective solution both parties must be able to evaluate the logic that links problems to their assumed causes and solutions. This behavior is present when the leader suggests or critiques the relationship between possible causes of and solutions to the identified problem. In its inquiry form, the leader seeks such information from the other party. As Zaccaro et al. ( 2000 ) explain, good problem solvers have skills and expertise in selecting the information to attend to in their effort to “understand the parameters of problems and therefore the dimensions and characteristics of a likely solution” (p. 44–45). These characteristics may include solution timeframes, resource capacities, an emphasis on organizational versus personal goals, and navigation of the degree of risk allowed by the problem approach. Explicitly exploring beliefs is key to ensuring the logic linking problem causes and any proposed solution. Taking account of a potentially complex set of contributing factors when crafting logical solutions, and testing the validity of beliefs about them, is likely to support effective problem solving. This requires what Copland ( 2010 ) describes as a creative process with similarities to clinical reasoning in medicine, in which “the initial framing of the problem is fundamental to the development of a useful solution” (p. 587).

Seeking agreement , the fifth validity testing behavior, signals the importance of warranted agreement about problem beliefs. We use the term ‘warranted’ to make clear that the goal is not merely getting the other party to agree (either that something is a problem, that a particular cause is involved, or that particular actions should be carried out to solve it)—mere agreement is insufficient. Rather, the goal is for warranted agreement whereby both parties have explored and critiqued the beliefs (and their grounds) of the other party in ways that provide a strong basis for the agreement. Both parties must come to some form of agreement on beliefs because successful solution implementation occurs in a social context, in that it relies on the commitment of all parties to carry it out (Mumford et al., 2000 ; Robinson & Le Fevre, 2011 ; Tjosvold et al., 2005 ). Where full agreement does not occur, the parties must at least be clear about where agreement/disagreement lies and why.

Testing the validity of beliefs using these five behaviors, and underpinned by the values described earlier is, we argue, necessary if conversations are to lead to two types of improvement—progress on the task (i.e., solving the problem) and improving the relationship between those involved in the conversation (i.e., ensuring those relationship between the problem-solvers is intact and enhanced through the process). We draw attention here to those improvement purposes as distinct from those underpinning work in the educational leadership field that takes a neo-managerialist perspective. The rise of neo-managerialism is argued to redefine school management and leadership along managerial lines and hence contribute to schools that are inequitable, reductionist, and inauthentic (Thrupp & Willmott, 2003 ). School leaders, when impacted by neo-managerialism, need to be (and are seen as) “self-interested, opportunistic innovators and risk-takers who exploit information and situations to produce radical change.” In contrast, the model we propose rejects self-interest. Our model emphasizes on deep respect for the views of others and the relentless pursuit of genuine shared commitment to understanding and solving problems that impact on children and young people through collaborative engagement in joint problem solving. Rather than permitting leaders to exploit others, our model requires leaders to be adept at using both inquiry and advocacy together with listening to both progress the task (solving problems) and simultaneously enhance the relationship between those involved. We position this model of social problem solving effectiveness as a tool for addressing social justice concerns—it intentionally dismisses problem solving approaches that privilege organizational efficiency indicators and ignore the wellbeing of learners and issues of inequity, racism, bias, and social injustice within and beyond educational contexts.

Methodology

The following section outlines the purpose of the study, the participants, and the mixed methods approach to data collection and analysis.

Research purpose

Our prior qualitative research (Robinson et al., 2020 ) involving in-depth case studies of three educational leaders revealed problematic patterns in leaders’ approach to problem-solving conversations: little disclosure of causal beliefs, little public testing of beliefs that might trigger negative emotions, and agreement on solutions that were misaligned with causal beliefs. The present investigation sought to understand if a quantitative methodological approach would reveal similar patterns and examine the relationship between belief types and leaders’ use of validity testing behaviors. Thus, our overarching research question was: to what extent do leaders test the validity of their beliefs in conversations with those directly involved in the analysis and resolution of the problem? Our argument is that while new experiences might motivate change in beliefs (Bonner et al., 2020 ), new insights gained through testing the validity of beliefs is also imperative to change. The sub-questions were:

What is the relative frequency in the types of beliefs leaders hold about problems involving others?

To what extent do leaders employ validity testing behaviors in conversations about those problems?

Are there differential patterns in leaders’ validity testing of the different belief types?

Participants

The participants were 43 students in a graduate course on educational leadership in New Zealand who identified an important on the job problem that they intended to discuss with the person directly involved.

The mixed methods approach

The study took a mixed methods approach using a partially mixed sequential equal status design; (QUAL → QUAN) (Leech & Onwuegbuzie, 2009 ). The five stages of sourcing and analyzing data and making interpretations are summarised in Fig.  3 below and outlined in more detail in the following sections (with reference in brackets to the numbered phases in the figure). We describe the study as partially mixed because, as Leech & Onwuegbuzie, 2009 explain, in partially mixed methods “both the quantitative and qualitative elements are conducted either concurrently or sequentially in their entirety before being mixed at the data interpretation stage” (p. 267).

Overview of mixed methods approach

Stage 1: Qualitative data collection

Three data sources were used to reveal participants’ beliefs about the problem they were seeking to address. The first source was their response to nine open ended items in a questionnaire focused on a real problem the participant had attempted to address but that still required attention (1a). The items were about: the nature and history of the problem; its importance; their own and others’ contribution to it; the causes of the problem; and the approach to and effectiveness of prior attempts to resolve it.

The second source (1b) was the transcript of a real conversation (typically between 5 and 10 minutes duration) the leaders held with the other person involved in the problem, and the third was the leaders’ own annotations of their unspoken thoughts and feelings during the course of the conversation (1c). The transcription was placed in the right-hand column (RHC) of a split page with the annotations recorded at the appropriate place in the left-hand column (LHC). The LHC method was originally developed by Argyris and Schön ( 1974 ) as a way of examining discrepancies between people’s espoused and enacted interpersonal values. Referring to data about each leader’s behavior (as recorded in the transcript of the conversation) and their thoughts (as indicated in the LHC) was important since the model specifies validity testing behaviors that are motivated by the values of respect, valid information, and internal commitment. Since motives cannot be revealed by speech alone, we also needed access to the thoughts that drove their behavior, hence our use of the LHC data collection technique. This approach allowed us to respond to Leithwood and Stager’s ( 1989 ) criticism that much research on effective problem solving gives results that “reveal little or nothing about how actions were selected or created and treat the administrator’s mind as a ‘black box’” (p. 127).

Stage 2: Qualitative analysis

The three stages of qualitative analysis focused on identifying discrete beliefs in the three qualitative data sources, distilling those discrete beliefs into key beliefs, and identifying leaders’ use of validity testing behaviors.

Stage 2a: Analyzing types of beliefs about problems

For this stage, we developed and applied coding rules (see Table 1 ) for the identification of the three types of beliefs in the three sources described earlier—leaders’ questionnaire responses, conversation transcript (RHC), and unexpressed thoughts (LHC). We identified 903 discrete beliefs (utterances or thoughts) from the 43 transcripts, annotations, and questionnaires and recorded these on a spreadsheet (2a). While our model proposes that leaders’ inquiry will surface and test the beliefs of others, we quantify in this study only the leaders’ beliefs.

Stage 2b: Distilling discrete beliefs into key beliefs

Next, we distilled the 903 discrete beliefs into key beliefs (KBs) (2b). This was a complex process and involved multiple iterations across the research team to determine, check, and test the coding rules. The final set of rules for distilling key beliefs were:

Beliefs should be made more succinct in the key belief statement, and key words should be retained as much as possible

Judgment quality (i.e., negative or positive) of the belief needs to be retained in the key belief

Key beliefs should use overarching terms where possible

The meaning and the object of the belief need to stay constant in the key belief

When reducing overlap, the key idea of both beliefs need to be captured in the key beliefs

Distinctive beliefs need to be summarized on their own and not combined with other beliefs

The subject of the belief must be retained in the key belief—own belief versus restated belief of other

All belief statements must be accounted for in key beliefs

These rules were applied to the process of distilling multiple related beliefs into statements of key beliefs as illustrated by the example in the table below (Table 2 ).

Further examples of how the rules were applied are outlined in ' Appendix A '. The number of discrete beliefs for each leader ranged from 7 to 35, with an average of 21, and the number of key beliefs for each leader ranged between 4 and 14, with an average of eight key beliefs. Frequency counts were used to identify any patterns in the types of key beliefs which were held privately (not revealed in the conversation but signalled in the left hand column or questionnaire) or conveyed publicly (in conversation with the other party).

Stage 2c: Analyzing leaders’ use of validity testing behaviors

We then developed and applied coding rules for the five validity testing behaviors (VTB) outlined in our model (disclosing beliefs, providing grounds, exploring difference, examining logic, and seeking agreement). Separate rules were established for the inquiry and advocacy aspects of each VTB, generating ten coding rules in all (Table 3 ).

These rules, summarised in the table below, and outlined more fully in ' Appendix A ', encompassed inclusion and exclusion criteria for the advocacy and inquiry dimensions of each validity testing behavior. For example, the inclusion rule for the VTB of ‘Disclosing Beliefs’ required leaders to disclose their beliefs about the nature, and/or causes, and/or possible solutions to the problem, in ways that were consistent with the three values included in the model. The associated exclusion rule signalled that this criterion was not met if, for example, the leader asked a question in order to steer the other person toward their own views without having ever disclosed their own views, or if they distorted the urgency or seriousness of the problem related to what they had expressed privately. The exclusion rules also noted how thoughts expressed in the left hand column would exclude the verbal utterance from being treated as disclosure—for example if there were contradictions between the right hand (spoken) and left hand column (thoughts), or if the thoughts indicated that the disclosure had been distorted in order to minimise negative emotion.

The coding rules reflected the values of respect and internal commitment in addition to the valid information value that was foregrounded in the analysis. The emphasis on inquiry, for example (into others’ beliefs and/or responses to the beliefs already expressed by the leader), recognised that internal commitment would be impossible if the other party held contrary views that had not been disclosed and discussed. Similarly, the focus on leaders advocating their beliefs, grounds for those beliefs and views about the logic linking solutions to problem causes recognise that it is respectful to make those transparent to another party rather than impose a solution in the absence of such disclosure.

The coding rules were applied to all 43 transcripts and the qualitative analysis was carried out using NVivo 10. A random sample of 10% of the utterances coded to a VTB category was checked independently by two members of the research team following the initial analysis by a third member. Any discrepancies in the coding were resolved, and data were recoded if needed. Descriptive analyses then enabled us to compare the frequency of leaders’ use of the five validity testing behaviors.

Stage 3: Data transformation: From qualitative to quantitative data

We carried out transformation of our data set (Burke et al., 2004 ), from qualitative to quantitative, to allow us to carry out statistical analysis to answer our research questions. The databases that resulted from our data transformation, with text from the qualitative coding along with numeric codes, are detailed next. In database 1, key beliefs were all entered as cases with indications in adjacent columns as to the belief type category they related to, and the source/s of the belief (questionnaire, transcript or unspoken thoughts/feelings). A unique identifier was created for each key belief.

In database 2, each utterance identified as meeting the VTB coding rules were entered in column 1. The broader context of the utterance from the original transcript was then examined to establish the type of belief (description, explanation, or solution) the VTB was being applied to, with this recorded numerically alongside the VTB utterance itself. For example, the following utterance had been coded to indicate that it met the ‘providing grounds’ coding rule, and in this phase it was also coded to indicate that it was in relation to a ‘problem description’ belief type:

“I noticed on the feedback form that a number of students, if I’ve got the numbers right here, um, seven out of ten students in your class said that you don’t normally start the lesson with a ‘Do Now’ or a starter activity.” (case 21)

A third database listed all of the unique identifiers for each leader’s key beliefs (KB) in the first column. Subsequent columns were set up for each of the 10 validity testing codes (the five validity testing behaviors for both inquiry and advocacy). The NVivo coding for the VTBs was then examined, one piece of coding at a time, to identify which key belief the utterance was associated with. Each cell that intersected the appropriate key belief and VTB was increased by one as a VTB utterance was associated with a key belief. Our database included variables for both the frequency of each VTB (the number of instances the behavior was used) and a parallel version with just a dichotomous variable indicating the presence or absence or each VTB. The dichotomous variable was used for our subsequent analysis because multiple utterances indicating a certain validity testing behavior were not deemed to necessarily constitute better quality belief validity testing than one utterance.

Stage 4: Quantitative analysis

The first phase of quantitative analysis involved the calculation of frequency counts for the three belief types (4a). Next, frequencies were calculated for the five validity testing behaviors, and for those behaviors in relation to each belief type (4b).

The final and most complex stage of the quantitative analysis, stages 4c through 4f, involved looking for patterns across the two sets of data created through the prior analyses (belief type and validity testing behaviors) to investigate whether leaders might be more inclined to use certain validity testing behaviors in conjunction with a particular belief type.

Stage 4a: Analyzing for relationships between belief type and VTB

We investigated the relationship between belief type and VTB, first, for all key beliefs. Given initial findings about variability in the frequency of the VTBs, we chose not to use all five VTBs separately in our analysis, but rather the three categories of: 1) None (key beliefs that had no VTB applied to them); 2) VTB—Routine (the sum of VTBs 1 and 2; given those were much more prevalent than others in the case of both advocacy and inquiry); and 3) VTB—Robust (the sum of the VTBs 3, 4 and 5 given these were all much less prevalent than VTBs 1 and 2, again including both advocacy and/or inquiry). Cross tabs were prepared and a chi-square test of independence was performed on the data from all 331 key beliefs.

Stage 4b: Analyzing for relationships between belief type and VTB

Next, because more than half (54.7%, 181) of the 331 key beliefs were not tested by leaders using any one of the VTBs, we analyzed a sub-set of the database, selecting only those key beliefs where leaders had disclosed the belief (using advocacy and/or inquiry). The reason for this was to ensure that any relationships established statistically were not unduly influenced by the data collection procedure which limited the time for the conversation to 10 minutes, during which it would not be feasible to fully disclose and address all key beliefs held by the leader. For this subset we prepared cross tabs and carried out chi-square tests of independence for the 145 key beliefs that leaders had disclosed. We again investigated the relationship between key belief type and VTBs, this time using a VTB variable with two categories: 1) More routine only and 2) More routine and robust.

Stage 4c: Analyzing for relationships between belief type and advocacy/inquiry dimensions of validity testing

Next, we investigated the relationship between key belief type and the advocacy and inquiry dimensions of validity testing. This analysis was to provide insight into whether leaders might be more or less inclined to use certain VTBs for certain types of belief. Specifically, we compared the frequency of utterances about beliefs of all three types for the categories of 1) No advocacy or inquiry, 2) Advocacy only, 3) Inquiry only, and 4) Advocacy and inquiry (4e). Cross tabs were prepared, and a chi-square test of independence was performed on the data from all 331 key beliefs. Finally, we again worked with the subset of 145 key beliefs that had been disclosed, comparing the frequency of utterances coded to 1) Advocacy or inquiry only, or 2) Both advocacy and inquiry (4f).

Below, we highlight findings in relation to the research questions guiding our analysis about: the relative frequency in the types of beliefs leaders hold about problems involving others; the extent to which leaders employ validity testing behaviors in conversations about those problems; and differential patterns in leaders’ validity testing of the different belief types. We make our interpretations based on the statistical analysis and draw on insights from the qualitative analysis to illustrate those results.

Belief types

Leaders’ key beliefs about the problem were evenly distributed between the three belief types, suggesting that when they think about a problem, leaders think, though not necessarily in a systematic way, about the nature of, explanation for, and solutions to their problem (see Table 4 ). These numbers include beliefs that were communicated and also those recorded privately in the questionnaire or in writing on the conversation transcripts.

Patterns in validity testing

The majority of the 331 key beliefs (54.7%, 181) were not tested by leaders using any one of the VTBs, not even the behavior of disclosing the belief. Our analysis of the VTBs that leaders did use (see Table 5 ) shows the wide variation in frequency of use with some, arguably the more robust ones, hardly used at all.

The first pattern was more frequent disclosure of key beliefs than provision of the grounds for them. The lower levels of providing grounds is concerning because it has implications for the likelihood of those in the conversation subsequently reaching agreement and being able to develop solutions logically aligned to the problem (VTB4). The logical solution if it is the time that guided reading takes that is preventing a teacher doing ‘shared book reading’ (as Leader 20 believed to be the case) is quite different to the solution that is logical if in fact the reason is something different, for example uncertainty about how to go about ‘shared book reading’, lack of shared book resources, or a misunderstanding that school policy requires greater time on shared reading.

The second pattern was a tendency for leaders to advocate much more than they inquire— there was more than double the proportion of advocacy than inquiry overall and for some behaviors the difference between advocacy and inquiry was up to seven times greater. This suggests that leaders were more comfortable disclosing their own beliefs, providing the grounds for their own beliefs and expressing their own assumptions about agreement, and less comfortable in inquiring in ways that created space and invited the other person in the conversation to reveal their beliefs.

A third pattern revealed in this analysis was the difference in the ratio of inquiry to advocacy between VTB1 (disclosing beliefs)—a ratio of close to 1:2 and VTB2 (providing grounds)—a ratio of close to 1:7. Leaders are more likely to seek others’ reactions when they disclose their beliefs than when they give their grounds for those beliefs. This might suggest that leaders assume the validity of their own beliefs (and therefore do not see the need to inquire into grounds) or that they do not have the skills to share the grounds associated with the beliefs they hold.

Fourthly, there was an absence of attention to three of the VTBs outlined in our model—in only very few of the 329 validity testing utterances the 43 leaders used were they exploring difference (11 instances), examining logic (4 instances) or seeking agreement (22 instances). In Case 22, for example, the leader claimed that learning intentions should be displayed and understood by children and expressed concern that the teacher was not displaying them, and that her students thus did not understand the purpose of the activities they were doing. While the teacher signaled her disagreement with both of those claims—“I do learning intentions, it’s all in my modelling books I can show them to you if you want” and “I think the children know why they are learning what they are learning”—the fact that there were differences in their beliefs was not explicitly signaled, and the differences were not explored. The conversation went on, with each continuing to assume the accuracy of their own beliefs. They were unable to reach agreement on a solution to the problem because they had not established and explored the lack of agreement about the nature of the problem itself. We presume from these findings, and from our prior qualitative work in this field, that those VTBs are much more difficult, and therefore much less likely to be used than the behaviors of disclosing beliefs and providing grounds.

The relationship between belief type and validity testing behaviors

The relationship between belief type and category of validity testing behavior was significant ( Χ 2 (4) = 61.96,  p  < 0.001). It was notable that problem explanation beliefs were far less likely than problem description or problem solution beliefs to be subject to any validity testing (the validity of more than 80% of PEBs was not tested) and, when they were tested, it was typically with the more routine rather than robust VTBs (see Table 6 ).

Problem explanation beliefs were also most likely to not be tested at all; more than 80% of the problem explanation beliefs were not the focus of any validity testing. Further, problem description beliefs were less likely than problem solution beliefs to be the target of both routine and robust validity testing behaviors—12% of PDBs and 18% of PSBs were tested using both routine and robust VTBs.

Two important assumptions underpin the study reported here. The first is that problems of equity must be solved, not only in the macrosystem and exosystem, but also as they occur in the day to day practices of leaders and teachers in micro and mesosystems. The second is that conversations are the key practice in which problem solving occurs in the micro and mesosystems, and that is why we focused on conversation quality. We focused on validity testing as an indicator of quality by closely analyzing transcripts of conversations between 43 individual leaders and a teacher they were discussing problems with.

Our findings suggest a considerable gap between our normative model of effective problem solving conversations and the practices of our sample of leaders. While beliefs about what problems are, and proposed solutions to them are shared relatively often, rarely is attention given to beliefs about the causes of problems. Further, while leaders do seem to be able to disclose and provide grounds for their beliefs about problems, they do so less often for beliefs about problem cause than other belief types. In addition, the critical validity testing behaviors of exploring difference, examining logic, and seeking agreement are very rare. Learning how to test the validity of beliefs is, therefore, a relevant focus for educational leaders’ goals (Bendikson et al., 2020 ; Meyer et al., 2019 ; Sinnema & Robinson, 2012 ) as well as a means for achieving other goals.

The patterns we found are problematic from the point of view of problem solving in schools generally but are particularly problematic from the point of view of macrosystem problems relating to equity. In New Zealand, for example, the underachievement and attendance issues of Pasifika students is a macrosystem problem that has been the target of many attempts to address through a range of policies and initiatives. Those efforts include a Pasifika Education Plan (Ministry of Education, 2013 ) and a cultural competencies framework for teachers of Pasifika learners—‘Tapasa’ (Ministry of Education, 2018 ) At the level of the mesosystem, many schools have strategic plans and school-wide programmes for interactions seeking to address those issues.

Resolving such equity issues demands that macro and exosystem initiatives are also reflected in the interactions of educators—hence our investigation of leaders’ problem-solving conversations and attention to whether leaders have the skills required to solve problems in conversations that contribute to aspirations in the exo and macrosystem, include of excellence and equity in new and demanding national curricula (Sinnema et al., 2020a ; Sinnema, Stoll, 2020a ). An example of an exosystem framework—the competencies framework for teachers of Pacific students in New Zealand—is useful here. It requires that teachers “establish and maintain collaborative and respectful relationships and professional behaviors that enhance learning and wellbeing for Pasifika learners” (Ministry of Education, 2018 , p. 12). The success of this national framework is influenced by and also influences the success that leaders in school settings have at solving problems in the conversations they have about related micro and mesosystem problems.

To illustrate this point, we draw here on the example of one case from our sample that showed how problem-solving conversation capability is related to the success or otherwise of system level aspirations of this type. In the case of Leader 36, under-developed skill in problem solving talk likely stymied the success of the equity-focused system initiatives. Leader 36 had been alerted by the parents of a Pasifika student that their daughter “feels that she is being unfairly treated, picked on and being made to feel very uncomfortable in the teacher’s class.” In the conversation with Leader 36, the teacher described having established a good relationship with the student, but also having had a range of issues with her including that she was too talkative, that led the teacher to treat her in ways the teacher acknowledged could have made her feel picked on and consequently reluctant to come to school.

The teacher also told the leader that there were issues with uniform irregularities (which the teacher picked on) and general non conformity—“No, she doesn’t [conform]. She often comes with improper footwear, incorrect jacket, comes late to school, she puts make up on, there are quite a few things that aren’t going on correctly….”. The teacher suggested that the student was “drawing the wrong type of attention from me as a teacher, which has had a negative effect on her.” The teacher described to the leader a recent incident:

[The student] had come to class with her hair looking quite shabby so I quietly asked [the student] “Did you wake up late this morning?” and then she but I can’t remember, I made a comment like “it looks like you didn’t take too much interest in yourself.” To me, I thought there was nothing wrong with the comment as it did not happen publicly; it happened in class and I had walked up to her. Following that, [her] Mum sends another email about girls and image and [says] that I am picking on her again. I’m quite baffled as to what is happening here. (case 36)

This troubling example represented a critical discretionary moment. The pattern of belief validity testing identified through our analysis of this case (see Table 7 ), however, mirrors some of the patterns evident in the wider sample.

The leader, like the student’s parents, believed that the teacher had been offensive in her communication with the student and also that the relationship between the teacher and student would be negatively impacted as a result. These two problem description beliefs were disclosed by the leader during her conversation with the teacher. However, while her disclosure of her belief about the problem description involved both advocating the belief, and inquiring into the other’s perception of it, the provision of grounds for the belief involved advocacy only. She reported the basis of the concern (the email from the student’s parents about their daughter feeling unfairly treated, picked on, and uncomfortable in class) but did not explicitly inquire into the grounds. This may be explained in this case through the teacher offering her own account of the situation that matched the parent’s report. Leader 36 also disclosed in her conversation with the teacher, her problem solution key belief that they should hold a restorative meeting between the teacher, the student, and herself.

What Leader 36 did not disclose was her belief about the explanation for the problem—that the teacher did not adequately understand the student personally, or their culture. The problem explanation belief (KB4) that she did inquire into was one the teacher raised—suggesting that the student has “compliance issues” that led the teacher to respond negatively to the student’s communication style—and that the teacher agreed with. The leader did not use any of the more robust but important validity testing behaviors for any of the key beliefs they held, either about problem description, explanation or solutions. And most importantly, this conversation highlights how policies and initiatives developed by those in the macrosystem, aimed at addressing equity issues, can be thwarted through well-intentioned but ultimately unsuccessful efforts of educators as they operate in the micro and mesosystem in what we referred to earlier as a discretionary problem solving space. The teacher’s treatment of the Pasifika student in our example was in stark contrast to the respectful and strong relationships demanded by the exosystem policy, the framework for teachers of Pasifika students. Furthermore, while the leader recognized the problem, issues of culture were avoided—they were not skilled enough in disclosing and testing their beliefs in the course of the conversation to contribute to broader equity concerns. The skill gap resonates with the findings of much prior work in this field (Le Fevre et al., 2015 ; Robinson et al., 2020 ; Sinnema et al., 2013 ; Smith, 1997 ; Spillane et al., 2009 ; Timperley & Robinson, 1998 ; Zaccaro et al., 2000 ), and highlights the importance of leaders, and those working with them in leadership development efforts, to recognize the interactions between the eco-systems outlined in the nested model of problem solving detailed in Fig.  1 .

The reluctance of Leader 36 to disclose and discuss her belief that the teacher misunderstands the student and her culture is important given the wider research evidence about the nature of the beliefs teachers may hold about indigenous and minority learners. The expectations teachers hold for these groups are typically lower and more negative than for white students (Gay, 2005 ; Meissel et al., 2017 ). In evidence from the New Zealand context, Turner et al. ( 2015 ), for example, found expectations to differ according to ethnicity with higher expectations for Asian and European students than for Māori and Pasifika students, even when controlling for achievement, due to troubling teacher beliefs about students’ home backgrounds, motivations, and aspirations. These are just the kind of beliefs that leaders must be able to confront in conversations with their teachers.

We use this example to illustrate both the interrelatedness of problems across the ecosystem, and the urgency of leadership development intervention in this area. Our normative model of effective problem solving conversations (Fig.  2 ), we suggest, provides a useful framework for the design of educational leadership intervention in this area. It shows how validity testing behaviors should embody both advocacy and inquiry and be used to explore not only perceptions of problem descriptions and solutions, but also problem causes. In this way, we hope to offer insights into how the dilemma between trust and accountability (Ehren et al., 2020 ) might be solved through increased interpersonal effectiveness. The combination of inquiry with advocacy also marks this approach out from neo-liberal approaches that emphasize leaders staying in control and predominantly advocating authoritarian perspectives of educational leadership. The interpersonal effectiveness theory that we draw on (Argyris & Schön, 1974 ) positions such unilateral control as ineffective, arguing for a mutual learning alternative. The work of problem solving is, we argue, joint work, requiring shared commitment and control.

Our findings also call for more research explicitly designed to investigate linkages between the systems. Case studies are needed, of macro and exosystem inequity problems backward mapped to initiatives and interactions that occur in schools related to those problems and initiatives. Such research could capture the complex ways in which power plays out “in relation to structural inequalities (of class, disability, ethnicity, gender, nationality, race, sexuality, and so forth)” and in relation to “more shifting and fluid inequalities that play out at the symbolic and cultural levels (for example, in ways that construct who “has” potential)” (Burke & Whitty, 2018 , p. 274).

Leadership development in problem solving should be approached in ways that surface and test the validity of leaders’ beliefs, so that they similarly learn to surface and test others’ beliefs in their leadership work. That is important not only from a workforce development point of view, but also from a social justice point of view since leaders’ capabilities in this area are inextricably linked to the success of educational systems in tackling urgent equity concerns.

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• Published: 04 June 2018

Collaborative problem-solving education for the twenty-first-century workforce

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The complex research, policy and industrial challenges of the twenty-first century require collaborative problem solving. Assessments suggest that, globally, many graduates lack necessary competencies. There is a pressing need, therefore, to improve and expand teaching of collaborative problem solving in our education systems.

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  Problems and Problem Solving

What is a problem?

In common language, a problem is an unpleasant situation, a difficulty.

But in education the first definition in Webster's Dictionary — "a question raised for inquiry, consideration, or solution" — is a common meaning.

More generally in education, it's useful to define problem broadly — as any situation, in any area of life, where you have an opportunity to make a difference, to make things better — so problem solving is converting an actual current state into a desired future state that is better, so you have "made things better."  Whenever you are thinking creatively-and-critically about ways to increase the quality of life (or to avoid a decrease in quality) for yourself and/or for others, you are actively involved in problem solving.  Defined in this way, problem solving includes almost everything you do in life.

  Problem-Solving Skills  —  Creative and Critical

An important goal of education is helping students learn how to think more productively while solving problems, by combining creative thinking (to generate ideas) and critical thinking (to evaluate ideas) with accurate knowledge (about the truth of reality).  Both modes of thinking (creative & critical) are essential for a well-rounded productive thinker, according to experts in both fields:

Richard Paul (a prominent advocate of CRITICAL THINKING ) says, "Alternative solutions are often not given, they must be generated or thought-up.  Critical thinkers must be creative thinkers as well, generating possible solutions in order to find the best one.  Very often a problem persists, not because we can't tell which available solution is best, but because the best solution has not yet been made available — no one has thought of it yet."

Patrick Hillis & Gerard Puccio (who focus on CREATIVE THINKING ) describe the combining of creative generation with critical evaluation in a strategy of creative-and-critical Problem Solving that "contains many tools which can be used interchangeably within any of the stages.  These tools are selected according to the needs of the task and are either divergent (i.e., used to generate options) or convergent (i.e., used to evaluate options)."

Creative Thinking can be motivated and guided by Creative Thinking:   One of the interactions between creative thinking and critical thinking occurs when we use critical Evaluation to motivate and guide creative Generation in a critical - and - creative process of Guided Generation that is Guided Creativity .  In my links-page for CREATIVITY you can explore this process in three stages, to better understand how a process of Guided Creativity — explored & recognized by you in Part 1 and then described by me in Part 2 — could be used (as illustrated in Part 3 ) to improve “the party atmosphere” during a dinner you'll be hosting, by improving a relationship.

  Education for Problem Solving

By using broad definitions for problem solving and education, we can show students how they already are using productive thinking to solve problems many times every day, whenever they try to “make things better” in some way..

Problem Solving:   a problem is an opportunity , in any area of life, to make things better.   Whenever a decision-and-action helps you “ make it better ” — when you convert an actual state (in the past) into a more desirable actual state (in the present and/or future) — you are problem solving, and this includes almost everything you do in life, in all areas of life.      { You can make things better if you increase quality for any aspect of life, or you maintain quality by reducing a potential decrease of quality.   }     /     design thinking ( when it's broadly defined ) is the productive problem-solving thinking we use to solve problems.  We can design (i.e. find, invent, or improve ) a better product, activity, relationship, and/or strategy (in General Design ) and/or (in Science-Design ) explanatory theory.     {   The editor of this links-page ( Craig Rusbult ) describes problem solving in all areas of life .}

note:  To help you decide whether to click a link or avoid it, links highlighted with green or purple go to pages I've written, in my website about Education for Problem Solving or in this website for THINKING SKILLS ( CREATIVE and CRITICAL ) we use to SOLVE PROBLEMS .

Education:   In another broad definition, education is learning from life-experiences, learning how to improve, to become more effective in making things better.   For example, Maya Angelou – describing an essential difference between past and present – says "I did then what I knew how to do. Now that I know better, I do better, " where improved problem solving skills (when "do better" leads to being able to more effectively "make things better") has been a beneficial result of education, of "knowing better" due to learning from life-experiences.

Growth:   One of the best ways to learn more effectively is by developing-and-using a better growth mindset so — when you ask yourself “how well am I doing in this area of life?” and honestly self-answer “not well enough” — instead of thinking “not ever” you are thinking “not yet” because you know that your past performance isn't your future performance;  and you are confident that in this area of life (and in other areas) you can “grow” by improving your understandings-and-skills, when you invest intelligent effort in your self-education and self-improving.  And you can "be an educator" by supporting the self-improving of other people by helping them improve their own growth mindsets.    { resources for Growth Mindset }

Growth in Problem-Solving Skills:   A main goal of this page is to help educators help students improve their skill in solving problems — by improving their ability to think productively (to more effectively combine creative thinking with critical thinking and accurate knowledge ) — in all areas of their everyday living.    {resources: growth mindset for problem solving that is creative-and-critical }

How?   You can improve your Education for Problem Solving by creatively-and-critically using general principles & strategies (like those described above & below, and elsewhere) and adapting them to specific situations, customizing them for your students (for their ages, abilities, experiences,...) and teachers, for your community and educational goals.

Promote Productive Thinking:

Build Educational Bridges:

When we show students how they use a similar problem-solving process (with design thinking ) for almost everything they do in life , we can design a wide range of activities that let us build two-way educational bridges:

• from Life into School, building on the experiences of students, to improve confidence:   When we help students recognize how they have been using a problem-solving process of design thinking in a wide range of problem-solving situations,... then during a classroom design activity they can think “I have done this before (during design-in-life ) so I can do it again (for design-in-school )” to increase their confidence about learning.  They will become more confident that they can (and will) improve the design-thinking skills they have been using (and will be using) to solve problems in life and in school.

• from School into Life, appealing to the hopes of students, to improve motivation:   We can show each student how they will be using design thinking for "almost everything they do" in their future life (in their future whole-life, inside & outside school) so the design-thinking skills they are improving in school will transfer from school into life and will help them achieve their personal goals for life .  When students want to learn in school because they are learning for life, this will increase their motivations to learn.

Improve Educational Equity:

When we build these bridges (past-to-present from Life into School , and present-to-future from School into Life ) we can improve transfers of learning — in time (past-to-present & present-to-future) and between areas (in school-life & whole-life) for whole-person education — and transitions in attitudes to improve a student's confidence & motivations.  This will promote diversity and equity in education by increasing confidence & motivation for a wider range of students, and providing a wider variety of opportunities for learning in school, and for success in school.  We want to “open up the options” for all students, so they will say “yes, I can do this” for a wider variety of career-and-life options, in areas of STEM (Science, Technology, Engineering, Math) and non-STEM .

This will help us improve diversity-and-equity in education by increasing confidence & motivations for a wider range of students, and providing a wider variety of opportunities for learning in school, and success in school.

  Design Curriculum & Instruction:  

• DEFINE GOALS for desired outcomes, for ideas-and-skills we want students to learn,

• DESIGN INSTRUCTION with learning activities (and associated teaching activities ) that will provide opportunities for experience with these ideas & skills, and help students learn more from their experiences.     {more about Defining Goals and Designing Instruction }   {one valuable activity is using a process-of-inquiry to learn principles-for-inquiry }

  Problem-Solving Process for Science and Design

We'll look at problem-solving process for science (below) and design ( later ) separately, and for science-and-design together., problem-solving process for science, is there a “scientific method”      we have reasons to say....

    NO, because there is not a rigid sequence of steps that is used in the same way by all scientists, in all areas of science, at all times,  but also...

    YES, because expert scientists (and designers) tend to be more effective when they use flexible strategies — analogous to the flexible goal-directed improvising of a hockey player, but not the rigid choreography of a figure skater — to coordinate their thinking-and-actions in productive ways, so they can solve problems more effectively.

Below are some models that can help students understand and do the process of science.  We'll begin with simplicity, before moving on to models that are more complex so they can describe the process more completely-and-accurately.

A simple model of science is PHEOC (Problem, Hypothesis, Experiment, Observe, Conclude).  When PHEOC, or a similar model, is presented — or is misinterpreted — as a rigid sequence of fixed steps, this can lead to misunderstandings of science, because the real-world process of science is flexible.  An assumption that “model = rigidity” is a common criticism of all models-for-process, but this unfortunate stereotype of "rigidity" is not logically justifiable because all models emphasize the flexibility of problem-solving process in real life, and (ideally) in the classroom.  If a “step by step” model (like PHEOC or its variations) is interpreted properly and is used wisely, the model can be reasonably accurate and educationally useful.  For example,...

A model that is even simpler — the 3-step POE (Predict, Observe, Learn) — has the essentials of scientific logic, and is useful for classroom instruction.

Science Buddies has Steps of the Scientific Method with a flowchart showing options for flexibility of timing.  They say, "Even though we show the scientific method as a series of steps, keep in mind that new information or thinking might cause a scientist to back up and repeat steps at any point during the process.  A process like the scientific method that involves such backing up and repeating is called an iterative process."    And they compare Scientific Method with Engineering Design Process .

Lynn Fancher explains - in The Great SM - that "while science can be done (and often is) following different kinds of protocols, the [typical simplified] description of the scientific method includes some very important features that should lead to understanding some very basic aspects of all scientific practice," including Induction & Deduction and more.

From thoughtco.com, many thoughts to explore in a big website .

Other models for the problem solving process of science are more complex, so they can be more thorough — by including a wider range of factors that actually occur in real-life science, that influence the process of science when it's done by scientists who work as individuals and also as members of their research groups & larger communities — and thus more accurate.  For example,

Understanding Science (developed at U.C. Berkeley - about ) describes a broad range of science-influencers, * beyond the core of science: relating evidence and ideas .  Because "the process of science is exciting" they want to "give users an inside look at the general principles, methods, and motivations that underlie all of science."  You can begin learning in their homepage (with US 101, For Teachers, Resource Library,...) and an interactive flowchart for "How Science Works" that lets you explore with mouse-overs and clicking.

* These factors affect the process of science, and occasionally (at least in the short run) the results of science.  To learn more about science-influencers,...

    Knowledge Building (developed by Bereiter & Scardamalia, links - history ) describes a human process of socially constructing knowledge.

    The Ethics of Science by Henry Bauer — author of Scientific Literacy and the Myth of the Scientific Method (click "look inside") — examines The Knowledge Filter and a Puzzle and Filter Model of "how science really works."

[[ i.o.u. - soon, in mid-June 2021, I'll fix the links in this paragraph.]] Another model that includes a wide range of factors (empirical, social, conceptual) is Integrated Scientific Method by Craig Rusbult, editor of this links-page .  Part of my PhD work was developing this model of science, in a unifying synthesis of ideas from scholars in many fields, from scientists, philosophers, historians, sociologists, psychologists, educators, and myself.  The model is described in two brief outlines ( early & later ), more thoroughly, in a Basic Overview (with introduction, two visual/verbal representations, and summaries for 9 aspects of Science Process ) and a Detailed Overview (examining the 9 aspects more deeply, with illustrations from history & philosophy of science), and even more deeply in my PhD dissertation (with links to the full text, plus a “world record” Table of Contents, references, a visual history of my diagrams for Science Process & Design Process, and using my integrative model for [[ integrative analysis of instruction ).   /   Later, I developed a model for the basic logic-and-actions of Science Process in the context of a [[ more general Design Process .

Problem-Solving Process for Design

Because "designing" covers a wide range of activities, we'll look at three kinds of designing..

Engineering Design Process:   As with Scientific Method,

    a basic process of Engineering Design can be outlined in a brief models-with-steps  –  5   5 in cycle   7 in cycle   8   10   3 & 11 .     {these pages are produced by ==[later, I'll list their names]}

    and it can be examined in more depth:  here & here and in some of the models-with-steps (5... 3 & 11), and later .

Problem-Solving Process:   also has models-with-steps (  4   4   5   6   7  ) * and models-without-steps (like the editor's model for Design-Thinking Process ) to describe creative-and-critical thinking strategies that are similar to Engineering Design Process, and are used in a wider range of life — for all problem-solving situations (and these include almost everything we do in life) — not just for engineering.     { *  these pages are produced by ==}

Design-Thinking Process:   uses a similar creative-and-critical process, * but with a focus on human - centered problems & solutions & solving - process and a stronger emphasis on using empathy .  (and creativity )

* how similar?  This depends on whether we define Design Thinking in ways that are narrow or broad.   {the wide scope of problem-solving design thinking }  {why do I think broad definitions (for objectives & process) are educationally useful ?}

Education for Design Thinking (at Stanford's Design School and beyond)

  Problem Solving in Our Schools:

Improving education for problem solving, educators should want to design instruction that will help students improve their thinking skills.  an effective strategy for doing this is..., goal-directed designing of curriculum & instruction.

When we are trying to solve a problem (to “make things better”) by improving our education for problem solving, a useful two-part process is to...

    1.  Define GOALS for desired outcomes, for the ideas-and-skills we want students to learn;

    2.  Design INSTRUCTION with Learning Activities that will provide opportunities for experience with these ideas & skills, and will help students learn more from their experiences.

Basically, the first part ( Define Goals ) is deciding WHAT to Teach , and the second part ( Design Instruction ) is deciding HOW to Teach .

But before looking at WHAT and HOW   , here are some ways to combine them with...

Strategies for Goal-Directed Designing of WHAT-and-HOW.

Understanding by Design ( UbD ) is a team of experts in goal-directed designing,

as described in an overview of Understanding by Design from Vanderbilt U.

Wikipedia describes two key features of UbD:  "In backward design, the teacher starts with classroom outcomes [#1 in Goal-Directed Designing above ] and then [#2] plans the curriculum, * choosing activities and materials that help determine student ability and foster student learning," and  "The goal of Teaching for Understanding is to give students the tools to take what they know, and what they will eventually know, and make a mindful connection between the ideas. ...  Transferability of skills is at the heart of the technique.  Jay McTighe and Grant Wiggin's technique.  If a student is able to transfer the skills they learn in the classroom to unfamiliar situations, whether academic or non-academic, they are said to truly understand."

* UbD "offers a planning process and structure to guide curriculum, assessment, and instruction.  Its two key ideas are contained in the title:  1) focus on teaching and assessing for understanding and learning transfer, and   2) design curriculum “backward” from those ends."

ASCD – the Association for Supervision and Curriculum Development (specializing in educational leadership ) – has a resources-page for Understanding by Design that includes links to The UbD Framework and Teaching for Meaning and Understanding: A Summary of Underlying Theory and Research plus sections for online articles and books — like Understanding by Design ( by Grant Wiggins & Jay McTighe with free intro & U U ) and Upgrade Your Teaching: Understanding by Design Meets Neuroscience ( about How the Brain Learns Best by Jay McTighe & Judy Willis who did a fascinating ASCD Webinar ) and other books — plus DVDs and videos (e.g. overview - summary ) & more .

Other techniques include Integrative Analysis of Instruction and Goal-Directed Aesop's Activities .

In two steps for a goal-directed designing of education , you:

1)  Define GOALS (for WHAT you want students to improve) ;

2)  Design INSTRUCTION (for HOW to achieve these Goals) .

Although the sections below are mainly about 1. WHAT to Teach (by defining Goals ) and 2. HOW to Teach (by designing Instruction ) there is lots of overlapping, so you will find some "how" in the WHAT, and lots of "what" in the HOW.

P ERSONAL Skills   (for Thinking about Self)

A very useful personal skill is developing-and-using a...

Growth Mindset:  If self-education is broadly defined as learning from your experiences,   better self-education is learning more effectively by learning more from experience, and getting more experiences.   One of the best ways to learn more effectively is by developing a better growth mindset so — when you ask yourself “how well am I doing in this area of life?” and honestly answer “not well enough” — you are thinking “not yet” (instead of “not ever”) because you are confident that in this area of life (as in most areas, including those that are most important) you can “grow” by improving your skills, when you invest intelligent effort in your self-education.  And you can support the self-education of other people by helping them improve their own growth mindsets.     Carol Dweck Revisits the Growth Mindset and (also by Dweck) a video, Increasing Educational Equity and Opportunity .     3 Ways Educators Can Promote A Growth Mindset by Dan LaSalle, for Teach for America.     Growth Mindset: A Driving Philosophy, Not Just a Tool by David Hochheiser, for Edutopia.     Growth Mindset, Educational Equity, and Inclusive Excellence by Kris Slowinski who links to 5 videos .     What’s Missing from the Conversation: The Growth Mindset in Cultural Competency by Rosetta Lee.     YouTube video search-pages for [ growth mindset ] & [ mindset in education ] & [ educational equity mindset ].

also:  Growth Mindset for Creativity

Self-Perception -- [[a note to myself: accurate understanding/evaluation of self + confidence in ability to improve/grow ]]

M ETA C OGNITIVE Skills   (for Solving Problems)

What is metacognition?   Thinking is cognition.   When you observe your thinking and think about your thinking (maybe asking “how can I think more effectively?”) this is meta- cognition, which is cognition about cognition.  To learn more about metacognition — what it is, why it's valuable, and how to use it more effectively — some useful web-resources are:

a comprehensive introductory overview by Nancy Chick, for Vanderbilt U.

my links-section has descriptions of (and links to) pages by other authors: Jennifer Livingston, How People Learn, Marsha Lovett, Carleton College, Johan Lehrer, Rick Sheets, William Peirce, and Steven Shannon, plus links for Self-Efficacy with a Growth Mindset , and more about metacognition.

my summaries about the value of combining cognition-and-metacognition and regulating it for Thinking Strategies (of many kinds ) to improve Performing and/or Learning by Learning More from Experience with a process that is similar to...

the Strategies for Self-Regulated Learning developed by other educators.

videos — search youtube for [ metacognition ] and [ metacognitive strategies ] and [ metacognition in education ].

And in other parts of this links-page,

As one part of guiding students during an inquiry activity a teacher can stimulate their metacognition by helping them reflect on their experiences.

While solving problems, almost always it's useful to think with empathy and also with metacognitive self-empathy by asking “what do they want?” and “what do I want?” and aiming for a win-win solution.

P ROCESS -C OORDINATING Skills   (for Solving Problems)

THINKING SKILLS and THINKING PROCESS:  When educators develop strategies to improve the problem solving abilities of students, usually their focus is on thinking skills.   But thinking process is also important.

Therefore, it's useful to define thinking skills broadly, to include thinking that leads to decisions-about-actions, and actions:

        thinking  →  action-decisions  →  actions

[[ I.O.U. -- later, in mid-June 2021, the ideas below will be developed -- and i'll connect it with Metacognitive Skills because we use Metacognition to Coordinate Process.

[[ here are some ideas that eventually will be in this section:

Collaborative Problem Solving [[ this major new section will link to creative.htm# collaborative-creativity (with a brief summary of ideas from there) and expand these ideas to include general principles and "coordinating the collaboration" by deciding who will do what, when, with some individual "doing" and some together "doing" ]]

actions can be mental and/or physical (e.g. actualizing Experimental Design to do a Physical Experiment, or actualizing an Option-for-Action into actually doing the Action

[[a note to myself: educational goals:  we should help students improve their ability to combine their thinking skills — their creative Generating of Options and critical Generating of Options, plus using their Knowledge-of-Ideas that includes content-area knowledge plus the Empathy that is emphasized in Design Thinking — into an effective thinking process .

[[ Strategies for Coordinating:  students can do this by skillfully Coordinating their Problem-Solving Actions (by using their Conditional Knowledge ) into an effective Problem-Solving Process.

[[ During a process of design, you coordinate your thinking-and-actions by making action decisions about “what to do next.”  How?  When you are "skillfully Coordinating..." you combine cognitive/metacognitive awareness (of your current problem-solving process) with (by knowing, for each skill, what it lets you accomplish, and the conditions in which it will be useful).

[[ a little more about problem-solving process

[[ here are more ideas that might be used here:

Sometimes tenacious hard work is needed, and perseverance is rewarded.  Or it may be wise to be flexible – to recognize that what you've been doing may not be the best approach, so it's time to try something new – and when you dig in a new location your flexibility pays off.

Perseverance and flexibility are contrasting virtues.  When you aim for an optimal balancing of this complementary pair, self-awareness by “knowing yourself” is useful.  Have you noticed a personal tendency to err on the side of either too much perseverance or not enough?  Do you tend to be overly rigid, or too flexible?

Making a wise decision about perseverance — when you ask, “Do I want to continue in the same direction, or change course?” * — is more likely when you have an aware understanding of your situation, your actions, the results, and your goals.  Comparing results with goals is a Quality Check, providing valuable feedback that you can use as a “compass” to help you move in a useful direction.  When you look for signs of progress toward your goals in the direction you're moving, you may have a feeling, based on logic and experience, that your strategy for coordinating the process of problem solving isn't working well, and it probably never will.  Or you may feel that the goal is almost in sight and you'll soon reach it.

- How I didn't Learn to Ski (and then did) with Persevering plus Flexible Insight -

PRINCIPLES for PROBLEM SOLVING

Should we explicitly teach principles for thinking, can we use a process of inquiry to teach principles for inquiry, should we use a “model” for problem-solving process.

combining models?

What are the benefits of infusion and separate programs?  

Principles & Strategies & Models ?

Should we explicitly teach “principles” for thinking?

Using evidence and logic — based on what we know about the ways people think and learn — we should expect a well-designed combination of “experience + reflection + principles” to be more educationally effective than experience by itself, to help students improve their creative-and-critical thinking skills and whole-process skills in solving problems (for design-inquiry) and answering questions (for science-inquiry).

Can we use a process-of-inquiry to teach principles-for-inquiry?

*   In a typical sequence of ERP, students first get Experiences by doing a design activity.  During an activity and afterward, they can do Reflections (by thinking about their experiences) and this will help them recognize Principles for doing Design-Thinking Process that is Problem-Solving Process.     { design thinking is problem-solving thinking }

During reflections & discussions, typically students are not discovering new thoughts & actions.  Instead they are recognizing that during a process of design they are using skills they already know because they already have been using Design Thinking to do almost everything in their life .  A teacher can facilitate these recognitions by guiding students with questions about what they are doing now, and what they have done in the past, and how these experiences are similar, but also are different in some ways.  When students remember (their prior experience) and recognize (the process they did use, and are using), they can formulate principles for their process of design thinking.  But when they formulate principles for their process of problem solving, they are just making their own experience-based prior knowledge — of how they have been solving problems, and are now solving problems — more explicit and organized.

If we help students "make their own experience-based prior knowledge... more explicit and organized" by showing them how their knowledge can be organized into a model for problem-solving process, will this help them improve their problem-solving abilities?

IOU - This mega-section will continue being developed in mid-June 2021.

[[a note to myself: thinking skills and thinking process — What is the difference? - Experience + Reflection + Principles - coordination-decisions

[[are the following links specifically for this section about "experience + principles"? maybe not because these seem to be about principles, not whether to teach principles.]]

An excellent overview is Teaching Thinking Skills by Kathleen Cotton. (the second half of her page is a comprehensive bibliography)

This article is part of The School Improvement Research Series (available from Education Northwest and ERIC ) where you can find many useful articles about thinking skills & other topics, by Cotton & other authors.  [[a note to myself: it still is excellent, even though it's fairly old, written in 1991 -- soon, I will search to find more-recent overviews ]]

Another useful page — What Is a Thinking Curriculum ? (by Fennimore & Tinzmann) — begins with principles and then moves into applications in Language Arts, Mathematics, Sciences, and Social Sciences.

My links-page for Teaching-Strategies that promote Active Learning explores a variety of ideas about strategies for teaching (based on principles of constructivism, meaningful reception,...) in ways that are intended to stimulate active learning and improve thinking skills.   Later, a continuing exploration of the web will reveal more web-pages with useful “thinking skills & problem solving” ideas (especially for K-12 students & teachers) and I'll share these with you, here and in TEACHING ACTIVITIES .

Of course, thinking skills are not just for scholars and schoolwork, as emphasized in an ERIC Digest , Higher Order Thinking Skills in Vocational Education .  And you can get information about 23 ==Programs that Work from the U.S. Dept of Education. 

goals can include improving affective factors & character == e.g. helping students learn how to develop & use use non-violent solutions for social problems .

INFUSION and/or SEPARATE PROGRAMS?

In education for problem solving, one unresolved question is "What are the benefits of infusion, or separate programs? "  What is the difference?

With infusion , thinking skills are closely integrated with content instruction in a subject area, in a "regular" course.

In separate programs , independent from content-courses, the explicit focus of a course is to help students improve their thinking skills.

In her overview of the field, Kathleen Cotton says,

    Of the demonstrably effective programs, about half are of the infused variety, and the other half are taught separately from the regular curriculum. ...  The strong support that exists for both approaches... indicates that either approach can be effective.  Freseman represents what is perhaps a means of reconciling these differences [between enthusiastic advocates of each approach] when he writes, at the conclusion of his 1990 study: “Thinking skills need to be taught directly before they are applied to the content areas. ...  I consider the concept of teaching thinking skills directly to be of value especially when there follows an immediate application to the content area.”

For principles and examples of infusion , check the National Center for Teaching Thinking which lets you see == What is Infusion? (an introduction to the art of infusing thinking skills into content instruction), and == sample lessons (for different subjects, grade levels, and thinking skills). -- resources from teach-think-org -- [also, lessons designed to infuse Critical and Creative Thinking into content instruction]

Infusing Teaching Thinking Into Subject-Area Instruction (by Robert Swarz & David Perkins) - and more about the book

And we can help students improve their problem-solving skills with teaching strategies that provide structure for instruction and strategies for thinking . ==[use structure+strategies only in edu-section?

Adobe [in creative]

MORE about Teaching Principles for Problem Solving

[[ i.o.u. -- this section is an "overlap" between #1 (Goals) and #2 (Methods) so... maybe i'll put it in-between them? -- i'll decide soon, maybe during mid-June 2021 ]]

Two Kinds of Inquiry Activities  (for Science and Design )

To more effectively help students improve their problem-solving skills, teachers can provide opportunities for students to be actively involved in solving problems, with inquiry activities .  What happens during inquiry?  Opportunities for inquiry occur whenever a gap in knowledge — in conceptual knowledge (so students don't understand) or procedural knowledge (so they don't know what to do, or how) — stimulates action (mental and/or physical) and students are allowed to think-do-learn.

Students can be challenged to solve two kinds of problems during two kinds of inquiry activity:

    during Science-Inquiry they try to improve their understanding, by asking problem-questions and seeking answers.  During their process of solving problems, they are using Science-Design , aka Science , to design a better explanatory theory.

    during Design-Inquiry they try to improve some other aspect(s) of life, by defining problem-projects and seeking solutions.   During their process of solving problems, they are using General Design (which includes Engineering and more) to design a better product, activity, or strategy.

    But... whether the main objective is for Science-Design or General Design, a skilled designer will be flexible, will do whatever will help them solve the problem(s).  Therefore a “scientist” sometimes does engineering, and an “engineer” sometimes does science.  A teacher can help students recognize how-and-why they also do these “ crossover actions ” during an activity for Science Inquiry or Design Inquiry.  Due to these connections, we can build transfer-bridges between the two kinds of inquiry ,  and combine both to develop “hybrid activities” for Science-and-Design Inquiry.

Goal-Priorities:  There are two kinds of inquiry, so (re: Goals for What to Learn) what emphasis do we want to place on activities for Science -Inquiry and Design -Inquiry?  (in the limited amount of classroom time that teachers can use for Inquiry Activities)

Two Kinds of Improving  (for Performing and Learning )

Goal-Priorities:  There are two kinds of improving, so (re: Goals for What to Learn) what emphasis do we want to place on better Performing (now) and Learning (for later)?

When defining goals for education, we ask “How important is improving the quality of performing now, and (by learning now ) of performing later   ?”   For example, a basketball team (coach & players) will have a different emphasis in an early-season practice (when their main goal is learning well) and end-of-season championship game (when their main goal is performing well).     {we can try to optimize the “total value” of performing/learning/enjoying for short-term fun plus long-term satisfactions }

SCIENCE   (to use-learn-teach Skills for Problem Solving )

Problem-solving skills used for science.

This section supplements models for Scientific Method that "begin with simplicity, before moving on to models that are more complex so they can describe the process more completely-and-accurately. "  On the spectrum of simplicity → complexity , one of the simplest models is...

POE (Predict, Observe, Learn) to give students practice with the basic scientific logic we use to evaluate an explanatory theory about “what happens, how, and why.”  POE is often used for classroom instruction — with interactive lectures [iou - their website is temporarily being "restored"] & in other ways — and research has shown it to be effective.  A common goal of instruction-with-POE is to improve the conceptual knowledge of students, especially to promote conceptual change their alternative concepts to scientific concepts.  But students also improve their procedural knowledge for what the process of science is, and how to do the process.     { more – What's missing from POE ( experimental skills ) w hen students use it for evidence-based argumentation    and   Ecologies - Educational & Conceptual  }

Dany Adams (at Smith College) explicitly teaches critical thinking skills – and thus experiment-using skills – in the context of scientific method.

Science Buddies has models for Scientific Method (and for Engineering Design Process ) and offers Detailed Help that is useful for “thinking skills” education. ==[DetH]

Next Generation Science Standards ( NGSS ) emphasizes the importance of designing curriculum & instruction for Three Dimensional Learning with productive interactions between problem-solving Practices (for Science & Engineering ) and Crosscutting Concepts and Disciplinary Core Ideas.

Science: A Process Approach ( SAPA ) was a curriculum program earlier, beginning in the 1960s.  Michael Padilla explains how SAPA defined The Science Process Skills as "a set of broadly transferable abilities, appropriate to many science disciplines and reflective of the behavior of scientists.  SAPA categorized process skills into two types, basic and integrated.  The basic (simpler) process skills provide a foundation for learning the integrated (more complex) skills."   Also, What the Research Says About Science Process Skills by Karen Ostlund;  and Students' Understanding of the Procedures of Scientific Enquiry by Robin Millar, who examines several approaches and concludes (re: SAPA) that "The process approach is not, therefore, a sound basis for curriculum planning, nor does the analysis on which it is based provide a productive framework for research."  But I think parts of it can be used creatively for effective instruction.     { more about SAPA }

ENGINEERING   (to use-learn-teach Skills for Problem Solving )

Problem-solving skills used for engineering.

Engineering is Elementary ( E i E ) develops activities for students in grades K-8.  To get a feeling for the excitement they want to share with teachers & students, watch an "about EiE" video and explore their website .  To develop its curriculum products, EiE uses research-based Design Principles and works closely with teachers to get field-testing feedback, in a rigorous process of educational design .  During instruction, teachers use a simple 5-phase flexible model of engineering design process "to guide students through our engineering design challenges... using terms [ Ask, Imagine, Plan, Create, Improve ] children can understand."   {plus other websites about EiE }

Project Lead the Way ( PLTW ), another major developer of k-12 curriculum & instruction for engineering and other areas, has a website you can explore to learn about their educational philosophy & programs (at many schools ) & resources and more.  And you can web-search for other websites about PLTW.

Science Buddies , at level of k-12, has tips for science & engineering .

EPICS ( home - about ), at college level, is an engineering program using EPICS Design Process with a framework supplemented by sophisticated strategies from real-world engineering.  EPICS began at Purdue University and is now used at ( 29 schools) (and more with IUCCE ) including Purdue, Princeton, Notre Dame, Texas A&M, Arizona State, UC San Diego, Drexel, and Butler.

DESIGN THINKING   (to use-learn-teach Skills for Problem Solving )

Design Thinking emphasizes the importance of using empathy to solve human-centered problems.

Stanford Institute of Design ( d.school ) is an innovative pioneer in teaching a process of human-centered design thinking that is creative-and-critical with empathy .  In their Design Thinking Bootleg – that's an updated version of their Bootcamp Bootleg – they share a wide variety of attitudes & techniques — about brainstorming and much more — to stimulate productive design thinking with the objective of solving real-world problems.   {their first pioneer was David Kelley }

The d.school wants to "help prepare a generation of students to rise with the challenges of our times."  This goal is shared by many other educators, in k-12 and colleges, who are excited about design thinking.  Although d.school operates at college level, they (d.school + IDEO ) are active in K-12 education as in their website about Design Thinking in Schools ( FAQ - resources ) that "is a directory [with brief descriptions] of schools and programs that use design thinking in the curriculum for K12 students...  design thinking is a powerful way for today’s students to learn, and it’s being implemented by educators all around the world."     { more about Education for Design Thinking in California & Atlanta & Pittsburgh & elsewhere} [[a note to myself: @ ws and maybe my broad-definition page]]

On twitter, # DTk12 chat is an online community of enthusiastic educators who are excited about Design Thinking ( DT ) for K-12 Education, so they host a weekly twitter chat (W 9-10 ET) and are twitter-active informally 24/7.

PROBLEM-BASED LEARNING   (to use-learn-teach Skills for Problem Solving )

Problem-Based Learning ( PBL ? ) is a way to improve motivation, thinking, and learning.  You can learn more from:

overviews of PBL from U of WA & Learning-Theories.com ;

and (in ERIC Digests) using PBL for science & math plus a longer introduction - challenges for students & teachers (we never said it would be easy!) ;

a deeper examination by John Savery (in PDF & [without abstract] web-page );

Most Popular Papers from The Interdisciplinary Journal of Problem-based Learning ( about IJPBL ).

videos about PBL by Edutopia (9:26) and others ;

a search in ACSD for [problem-based learning] → a comprehensive links-page for Problem-Based Learning and an ACSD-book about...

Problems as Possibilities by Linda Torp and Sara Sage:  Table of Contents - Introduction (for 2nd Edition) - samples from the first & last chapters - PBL Resources (including WeSites in Part IV) .

PBL in Schools:

Samford University uses PBL (and other activities) for Transformational Learning that "emphasizes the whole person, ... helps students grow physically, mentally, and spiritually, and encourages them to value public service as well as personal gain."

In high school education, Problem-Based Learning Design Institute from Illinois Math & Science Academy ( about );  they used to have an impressive PBL Network ( sitemap & web-resources from 2013, and 9-23-2013 story about Kent, WA ) that has mysteriously disappeared. https://www.imsa.edu/academics/inquiry/resources/ research_ethics

Vanderbilt U has Service Learning thru Community Engagement with Challenges and Opportunities and tips for Teaching Step by Step & Best Practices and Resource-Links for many programs, organizations, articles, and more.

What is PBL?   The answer is " Problem-Based Learning and/or Project-Based Learning " because both meanings are commonly used.  Here are 3 pages (+ Wikipedia) that compare PBL with PBL, examine similarities & differences, consider definitions:

    John Larmer says "we [at Buck Institute for Education which uses Project Based Learning ] decided to call problem-based learning a subset of project-based learning [with these definitions, ProblemBL is a narrower category, so all ProblemBL is ProjectBL, but not vice versa] – that is, one of the ways a teacher could frame a project is to solve a problem, " and concludes that "the semantics aren't worth worrying about, at least not for very long.  The two PBLs are really two sides of the same coin. ...  The bottom line is the same:  both PBLs can powerfully engage and effectively teach your students!"     Chris Campbell concludes, "it is probably the importance of conducting active learning with students that is worthy and not the actual name of the task.  Both problem-based and project-based learning have their place in today’s classroom and can promote 21st Century learning."     Jan Schwartz says "there is admittedly a blurring of lines between these two approaches to education, but there are differences."     Wikipedia has Problem-Based Learning (with "both" in P5BL ) and Project-Based Learning .

i.o.u. - If you're wondering "What can I do in my classroom today ?", eventually (maybe in June 2021) there will be a section for "thinking skills activities" in this page, and in the area for TEACHING ACTIVITIES .

Problem-Solving Method in Teaching

The problem-solving method is a highly effective teaching strategy that is designed to help students develop critical thinking skills and problem-solving abilities . It involves providing students with real-world problems and challenges that require them to apply their knowledge, skills, and creativity to find solutions. This method encourages active learning, promotes collaboration, and allows students to take ownership of their learning.

Table of Contents

Definition of problem-solving method.

Problem-solving is a process of identifying, analyzing, and resolving problems. The problem-solving method in teaching involves providing students with real-world problems that they must solve through collaboration and critical thinking. This method encourages students to apply their knowledge and creativity to develop solutions that are effective and practical.

Meaning of Problem-Solving Method

The meaning and Definition of problem-solving are given by different Scholars. These are-

Woodworth and Marquis(1948) : Problem-solving behavior occurs in novel or difficult situations in which a solution is not obtainable by the habitual methods of applying concepts and principles derived from past experience in very similar situations.

Skinner (1968): Problem-solving is a process of overcoming difficulties that appear to interfere with the attainment of a goal. It is the procedure of making adjustments in spite of interference

Benefits of Problem-Solving Method

The problem-solving method has several benefits for both students and teachers. These benefits include:

• Encourages active learning: The problem-solving method encourages students to actively participate in their own learning by engaging them in real-world problems that require critical thinking and collaboration
• Promotes collaboration: Problem-solving requires students to work together to find solutions. This promotes teamwork, communication, and cooperation.
• Builds critical thinking skills: The problem-solving method helps students develop critical thinking skills by providing them with opportunities to analyze and evaluate problems
• Increases motivation: When students are engaged in solving real-world problems, they are more motivated to learn and apply their knowledge.
• Enhances creativity: The problem-solving method encourages students to be creative in finding solutions to problems.

Steps in Problem-Solving Method

The problem-solving method involves several steps that teachers can use to guide their students. These steps include

• Identifying the problem: The first step in problem-solving is identifying the problem that needs to be solved. Teachers can present students with a real-world problem or challenge that requires critical thinking and collaboration.
• Analyzing the problem: Once the problem is identified, students should analyze it to determine its scope and underlying causes.
• Generating solutions: After analyzing the problem, students should generate possible solutions. This step requires creativity and critical thinking.
• Evaluating solutions: The next step is to evaluate each solution based on its effectiveness and practicality
• Selecting the best solution: The final step is to select the best solution and implement it.

Verification of the concluded solution or Hypothesis

The solution arrived at or the conclusion drawn must be further verified by utilizing it in solving various other likewise problems. In case, the derived solution helps in solving these problems, then and only then if one is free to agree with his finding regarding the solution. The verified solution may then become a useful product of his problem-solving behavior that can be utilized in solving further problems. The above steps can be utilized in solving various problems thereby fostering creative thinking ability in an individual.

The problem-solving method is an effective teaching strategy that promotes critical thinking, creativity, and collaboration. It provides students with real-world problems that require them to apply their knowledge and skills to find solutions. By using the problem-solving method, teachers can help their students develop the skills they need to succeed in school and in life.

• Jonassen, D. (2011). Learning to solve problems: A handbook for designing problem-solving learning environments. Routledge.
• Hmelo-Silver, C. E. (2004). Problem-based learning: What and how do students learn? Educational Psychology Review, 16(3), 235-266.
• Mergendoller, J. R., Maxwell, N. L., & Bellisimo, Y. (2006). The effectiveness of problem-based instruction: A comparative study of instructional methods and student characteristics. Interdisciplinary Journal of Problem-based Learning, 1(2), 49-69.
• Richey, R. C., Klein, J. D., & Tracey, M. W. (2011). The instructional design knowledge base: Theory, research, and practice. Routledge.
• Savery, J. R., & Duffy, T. M. (2001). Problem-based learning: An instructional model and its constructivist framework. CRLT Technical Report No. 16-01, University of Michigan. Wojcikowski, J. (2013). Solving real-world problems through problem-based learning. College Teaching, 61(4), 153-156

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Problem-Solving Strategies and Obstacles

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

Sean is a fact-checker and researcher with experience in sociology, field research, and data analytics.

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• Application
• Improvement

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

What Is Problem-Solving?

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

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

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

The problem-solving process involves:

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

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

Problem-Solving Mental Processes

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

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

Problem-Solving Strategies

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

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

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

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

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

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

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

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

Trial and Error

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

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

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

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

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

How to Apply Problem-Solving Strategies in Real Life

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

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

Obstacles to Problem-Solving

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

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

How to Improve Your Problem-Solving Skills

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

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

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

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

35 problem-solving techniques and methods for solving complex problems

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All teams and organizations encounter challenges as they grow. There are problems that might occur for teams when it comes to miscommunication or resolving business-critical issues . You may face challenges around growth , design , user engagement, and even team culture and happiness. In short, problem-solving techniques should be part of every team’s skillset.

Problem-solving methods are primarily designed to help a group or team through a process of first identifying problems and challenges , ideating possible solutions , and then evaluating the most suitable .

Finding effective solutions to complex problems isn’t easy, but by using the right process and techniques, you can help your team be more efficient in the process.

So how do you develop strategies that are engaging, and empower your team to solve problems effectively?

In this blog post, we share a series of problem-solving tools you can use in your next workshop or team meeting. You’ll also find some tips for facilitating the process and how to enable others to solve complex problems.

Let’s get started! 

How do you identify problems?

How do you identify the right solution.

• Tips for more effective problem-solving

Complete problem-solving methods

• Problem-solving techniques to identify and analyze problems
• Problem-solving techniques for developing solutions

Problem-solving warm-up activities

Closing activities for a problem-solving process.

Before you can move towards finding the right solution for a given problem, you first need to identify and define the problem you wish to solve. 

Here, you want to clearly articulate what the problem is and allow your group to do the same. Remember that everyone in a group is likely to have differing perspectives and alignment is necessary in order to help the group move forward. 

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 scary for people to stand up and contribute, especially if the problems or challenges are emotive or personal in nature. Be sure to try and create a psychologically safe space for these kinds of discussions.

Remember that problem analysis and further discussion are also important. Not taking the time to fully analyze and discuss a challenge can result in the development of solutions that are not fit for purpose or do not address the underlying issue.

Successfully identifying and then analyzing a problem means facilitating a group through activities designed to help them clearly and honestly articulate their thoughts and produce usable insight.

With this data, you might then produce a problem statement that clearly describes the problem you wish to be addressed and also state the goal of any process you undertake to tackle this issue.  

Finding solutions is the end goal of any process. Complex organizational challenges can only be solved with an appropriate solution but discovering them requires using the right problem-solving tool.

After you’ve explored a problem and discussed ideas, you need to help a team discuss and choose the right solution. Consensus tools and methods such as those below help a group explore possible solutions before then voting for the best. They’re a great way to tap into the collective intelligence of the group for great results!

Remember that the process is often iterative. Great problem solvers often roadtest a viable solution in a measured way to see what works too. While you might not get the right solution on your first try, the methods below help teams land on the most likely to succeed solution while also holding space for improvement.

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

In 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!

Tips for more 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.

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!

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
• Lightning Decision Jam
• Problem Definition Process
• Discovery & Action Dialogue

Design Sprint 2.0

• Open Space Technology

1. 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.

2. 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   The problem with anything that requires creative thinking is that it’s easy to get lost—lose focus and fall into the trap of having useless, open-ended, unstructured discussions. Here’s the most effective solution I’ve found: Replace all open, unstructured discussion with a clear process. What to use this exercise for: Anything which requires a group of people to make decisions, solve problems or discuss challenges. It’s always good to frame an LDJ session with a broad topic, here are some examples: The conversion flow of our checkout Our internal design process How we organise events Keeping up with our competition Improving sales flow

3. 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.

4. 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.

5. World Cafe

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.

6. 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.

7. 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.

8. 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!

• The Creativity Dice
• Fishbone Analysis
• Problem Tree
• SWOT Analysis
• Agreement-Certainty Matrix
• The Journalistic Six
• LEGO Challenge
• What, So What, Now What?
• Journalists

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.

10. 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.

11. 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.

12. 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.

13. 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.

14. 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.

16. Speed Boat

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.

17. 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.

18. 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.

19. 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!

20. 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 developing 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 narrow down to the correct solution.

Use these problem-solving techniques when you want to help your team find consensus, compare possible solutions, and move towards taking action on a particular problem.

• Improved Solutions
• Four-Step Sketch
• 15% Solutions
• How-Now-Wow matrix
• Impact Effort Matrix

21. 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.

22. 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.

23. 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

24. 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.

25. 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.

26. 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.

27. Dotmocracy

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.

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
• Doodling Together
• Show and Tell
• Constellations
• Draw a Tree

28. 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.

29. 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.

30. 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.

31. 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.

32. 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.

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
• Who What When Matrix
• Response Cards

How do I conclude a problem-solving process?

All good things must come to an end. With the bulk of the work done, it can be tempting to conclude your workshop swiftly and without a moment to debrief and align. This can be problematic in that it doesn’t allow your team to fully process the results or reflect on the process.

At the end of an effective session, your team will have gone through a process that, while productive, can be exhausting. It’s important to give your group a moment to take a breath, ensure that they are clear on future actions, and provide short feedback before leaving the space. 

The primary purpose of any problem-solving method is to generate solutions and then implement them. Be sure to take the opportunity to ensure everyone is aligned and ready to effectively implement the solutions you produced in the workshop.

Remember that every process can be improved and by giving a short moment to collect feedback in the session, you can further refine your problem-solving methods and see further success in the future too.

33. 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.

34. 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.

35. 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.

Save time and effort discovering the right solutions

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 creative 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! 

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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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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Explained: Importance of critical thinking, problem-solving skills in curriculum

F uture careers are no longer about domain expertise or technical skills. Rather, critical thinking and problem-solving skills in employees are on the wish list of every big organization today. Even curriculums and pedagogies across the globe and within India are now requiring skilled workers who are able to think critically and are analytical.

The reason for this shift in perspective is very simple.

These skills provide a staunch foundation for comprehensive learning that extends beyond books or the four walls of the classroom. In a nutshell, critical thinking and problem-solving skills are a part of '21st Century Skills' that can help unlock valuable learning for life.

Over the years, the education system has been moving away from the system of rote and other conventional teaching and learning parameters.

They are aligning their curriculums to the changing scenario which is becoming more tech-driven and demands a fusion of critical skills, life skills, values, and domain expertise. There's no set formula for success.

Rather, there's a defined need for humans to be more creative, innovative, adaptive, agile, risk-taking, and have a problem-solving mindset.

In today's scenario, critical thinking and problem-solving skills have become more important because they open the human mind to multiple possibilities, solutions, and a mindset that is interdisciplinary in nature.

Therefore, many schools and educational institutions are deploying AI and immersive learning experiences via gaming, and AR-VR technologies to give a more realistic and hands-on learning experience to their students that hone these abilities and help them overcome any doubt or fear.

ADVANTAGES OF CRITICAL THINKING AND PROBLEM-SOLVING IN CURRICULUM

Ability to relate to the real world:  Instead of theoretical knowledge, critical thinking, and problem-solving skills encourage students to look at their immediate and extended environment through a spirit of questioning, curiosity, and learning. When the curriculum presents students with real-world problems, the learning is immense.

Confidence, agility & collaboration : Critical thinking and problem-solving skills boost self-belief and confidence as students examine, re-examine, and sometimes fail or succeed while attempting to do something.

They are able to understand where they may have gone wrong, attempt new approaches, ask their peers for feedback and even seek their opinion, work together as a team, and learn to face any challenge by responding to it.

Willingness to try new things: When problem-solving skills and critical thinking are encouraged by teachers, they set a robust foundation for young learners to experiment, think out of the box, and be more innovative and creative besides looking for new ways to upskill.

It's important to understand that merely introducing these skills into the curriculum is not enough. Schools and educational institutions must have upskilling workshops and conduct special training for teachers so as to ensure that they are skilled and familiarized with new teaching and learning techniques and new-age concepts that can be used in the classrooms via assignments and projects.

Critical thinking and problem-solving skills are two of the most sought-after skills. Hence, schools should emphasise the upskilling of students as a part of the academic curriculum.

The article is authored by Dr Tassos Anastasiades, Principal- IB, Genesis Global School, Noida. 

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The Algebra Problem: How Middle School Math Became a National Flashpoint

Top students can benefit greatly by being offered the subject early. But many districts offer few Black and Latino eighth graders a chance to study it.

By Troy Closson

From suburbs in the Northeast to major cities on the West Coast, a surprising subject is prompting ballot measures, lawsuits and bitter fights among parents: algebra.

Students have been required for decades to learn to solve for the variable x, and to find the slope of a line. Most complete the course in their first year of high school. But top-achievers are sometimes allowed to enroll earlier, typically in eighth grade.

The dual pathways inspire some of the most fiery debates over equity and academic opportunity in American education.

Do bias and inequality keep Black and Latino children off the fast track? Should middle schools eliminate algebra to level the playing field? What if standout pupils lose the chance to challenge themselves?

The questions are so fraught because algebra functions as a crucial crossroads in the education system. Students who fail it are far less likely to graduate. Those who take it early can take calculus by 12th grade, giving them a potential edge when applying to elite universities and lifting them toward society’s most high-status and lucrative professions.

But racial and economic gaps in math achievement are wide in the United States, and grew wider during the pandemic. In some states, nearly four in five poor children do not meet math standards.

To close those gaps, New York City’s previous mayor, Bill de Blasio, adopted a goal embraced by many districts elsewhere. Every middle school would offer algebra, and principals could opt to enroll all of their eighth graders in the class. San Francisco took an opposite approach: If some children could not reach algebra by middle school, no one would be allowed to take it.

The central mission in both cities was to help disadvantaged students. But solving the algebra dilemma can be more complex than solving the quadratic formula.

New York’s dream of “algebra for all” was never fully realized, and Mayor Eric Adams’s administration changed the goal to improving outcomes for ninth graders taking algebra. In San Francisco, dismantling middle-school algebra did little to end racial inequities among students in advanced math classes. After a huge public outcry, the district decided to reverse course.

“You wouldn’t think that there could be a more boring topic in the world,” said Thurston Domina, a professor at the University of North Carolina. “And yet, it’s this place of incredibly high passions.”

“Things run hot,” he said.

In some cities, disputes over algebra have been so intense that parents have sued school districts, protested outside mayors’ offices and campaigned for the ouster of school board members.

Teaching math in middle school is a challenge for educators in part because that is when the material becomes more complex, with students moving from multiplication tables to equations and abstract concepts. Students who have not mastered the basic skills can quickly become lost, and it can be difficult for them to catch up.

Many school districts have traditionally responded to divergent achievement levels by simply separating children into distinct pathways, placing some in general math classes while offering others algebra as an accelerated option. Such sorting, known as tracking, appeals to parents who want their children to reach advanced math as quickly as possible.

But tracking has cast an uncomfortable spotlight on inequality. Around a quarter of all students in the United States take algebra in middle school. But only about 12 percent of Black and Latino eighth graders do, compared with roughly 24 percent of white pupils, a federal report found .

“That’s why middle school math is this flashpoint,” said Joshua Goodman, an associate professor of education and economics at Boston University. “It’s the first moment where you potentially make it very obvious and explicit that there are knowledge gaps opening up.”

In the decades-long war over math, San Francisco has emerged as a prominent battleground.

California once required that all eighth graders take algebra. But lower-performing middle school students often struggle when forced to enroll in the class, research shows. San Francisco later stopped offering the class in eighth grade. But the ban did little to close achievement gaps in more advanced math classes, recent research has found.

As the pendulum swung, the only constant was anger. Leading Bay Area academics disparaged one another’s research . A group of parents even sued the district last spring. “Denying students the opportunity to skip ahead in math when their intellectual ability clearly allows for it greatly harms their potential for future achievement,” their lawsuit said.

The city is now back to where it began: Middle school algebra — for some, not necessarily for all — will return in August. The experience underscored how every approach carries risks.

“Schools really don’t know what to do,” said Jon R. Star, an educational psychologist at Harvard who has studied algebra education. “And it’s just leading to a lot of tension.”

In Cambridge, Mass., the school district phased out middle school algebra before the pandemic. But some argued that the move had backfired: Families who could afford to simply paid for their children to take accelerated math outside of school.

“It’s the worst of all possible worlds for equity,” Jacob Barandes, a Cambridge parent, said at a school board meeting.

Elsewhere, many students lack options to take the class early: One of Philadelphia’s most prestigious high schools requires students to pass algebra before enrolling, preventing many low-income children from applying because they attend middle schools that do not offer the class.

In New York, Mr. de Blasio sought to tackle the disparities when he announced a plan in 2015 to offer algebra — but not require it — in all of the city’s middle schools. More than 15,000 eighth graders did not have the class at their schools at the time.

Since then, the number of middle schools that offer algebra has risen to about 80 percent from 60 percent. But white and Asian American students still pass state algebra tests at higher rates than their peers.

The city’s current schools chancellor, David Banks, also shifted the system’s algebra focus to high schools, requiring the same ninth-grade curriculum at many schools in a move that has won both support and backlash from educators.

And some New York City families are still worried about middle school. A group of parent leaders in Manhattan recently asked the district to create more accelerated math options before high school, saying that many young students must seek out higher-level instruction outside the public school system.

In a vast district like New York — where some schools are filled with children from well-off families and others mainly educate homeless children — the challenge in math education can be that “incredible diversity,” said Pedro A. Noguera, the dean of the University of Southern California’s Rossier School of Education.

“You have some kids who are ready for algebra in fourth grade, and they should not be denied it,” Mr. Noguera said. “Others are still struggling with arithmetic in high school, and they need support.”

Many schools are unequipped to teach children with disparate math skills in a single classroom. Some educators lack the training they need to help students who have fallen behind, while also challenging those working at grade level or beyond.

Some schools have tried to find ways to tackle the issue on their own. KIPP charter schools in New York have added an additional half-hour of math time to many students’ schedules, to give children more time for practice and support so they can be ready for algebra by eighth grade.

At Middle School 50 in Brooklyn, where all eighth graders take algebra, teachers rewrote lesson plans for sixth- and seventh-grade students to lay the groundwork for the class.

The school’s principal, Ben Honoroff, said he expected that some students would have to retake the class in high school. But after starting a small algebra pilot program a few years ago, he came to believe that exposing children early could benefit everyone — as long as students came into it well prepared.

Looking around at the students who were not enrolling in the class, Mr. Honoroff said, “we asked, ‘Are there other kids that would excel in this?’”

“The answer was 100 percent, yes,” he added. “That was not something that I could live with.”

Troy Closson reports on K-12 schools in New York City for The Times. More about Troy Closson

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STEAM Essentials: Creative Learning in the Classroom (Barcelona, Spain)

This is an engaging Erasmus+ program designed for teachers seeking to enhance their skills in STEAM education. This program focuses on the fundamental concepts of each STEAM discipline and how they can be integrated for interdisciplinary learning. Teachers will explore the latest research and best practices in the field to create dynamic and innovative lesson plans.

Description

• The STEAM Essentials course is an engaging Erasmus+ program designed for teachers seeking t o enhance their skills in STEAM education (Science, Technology, Engineering, Arts, and Mathematics). This course aims to empower educators with practical tools and strategies to promote creative learning experiences in the classroom.
• Through interactive workshops and collaborative projects, participants will gain hands-on experience in designing STEAM-based activities that foster critical thinking and problem-solving skills. The course also covers the use of technology and digital tools to enhance STEAM learning, as well as how arts and creativity can inspire students' imagination. 
• The course will dive into project-based learning (PBL) methodologies, demonstrating how educators can design and implement STEAM projects that encourage teamwork, communication, and problem-solving. Teachers will discover how to nurture a growth mindset in their students, instilling a passion for lifelong learning and adaptability in an ever-changing world.
• Course Program
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• Course Category:   School Innovation
• Related Courses:  21st Century Skills for Teachers ,  The 4Cs in Education: Creativity, Collaboration, Communication and Critical Thinking ,  Entrepreneurship Education: Fostering Creativity and Innovation
• You can also directly contact us by email:  [email protected]

Learning objectives

• Understanding STEAM Principles: Participants will gain a comprehensive understanding of the core principles of STEAM education and its interdisciplinary nature, recognising the significance of integrating Science, Technology, Engineering, Arts, and Mathematics in the teaching and learning process.
• Designing STEAM Lesson Plans: Teachers will learn how to design and implement engaging STEAM-based lesson plans and activities that promote creativity, critical thinking, problem-solving, and collaboration among students.
• Integrating Arts and Creativity: Educators will explore methods for integrating arts and creativity into STEM subjects, fostering students' imagination and self-expression, and making learning enjoyable and meaningful.
• Utilising Technology in STEAM Education: Participants will discover how to leverage technology and digital tools to enhance STEAM learning experiences, incorporating innovative digital resources into their teaching practices.
• Implementing Project-Based Learning: Teachers will learn how to apply project-based learning (PBL) methodologies to design and facilitate STEAM projects that encourage teamwork, communication, and independent exploration of subjects.

Methodology & assessment

Certification details.

• Certificate of Attendance: includes the name of the participant and the trainer, the location, the dates, learning hours and competences acquired. 
• Learning Agreement(s)
• Europass Mobility Document(s) 

Pricing, packages and other information

• Price: 400 Euro
• Package contents: Course

Additional information

• Language: English
• Target audience ISCED: Primary education (ISCED 1) Lower secondary education (ISCED 2) Upper secondary education (ISCED 3)
• Target audience type: Teacher Head Teacher / Principal Teacher Educator
• Learning time: 25 hours or more

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Key competences, more courses by this organiser.

21st Century Skills for Teachers (Madrid, Spain)

Next upcoming session  03.06.2024 - 07.06.2024

Conflict Management Solutions in Schools: A Teacher's Guide (Barcelona, Spain)

Learning Through Arts & Museums (Barcelona, Spain)

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8 skills to demonstrate career readiness

Agust 22, 2023

Reading time:  3–4 minutes

Are you career-ready?

You’ve graduated. Now the question is: where are you on your career path?

Not all college graduates who’ve earned the same degree may have the same career readiness in their chosen field.

Besides the educational background required for your profession, there are several competencies you should be able to demonstrate as well.

The National Association of Colleges and Employers (NACE) has identified 8 key competencies for career readiness. See NACE’s definitions below, along with some examples of demonstrating each competency in the real world.

The examples of positions given here are meant to serve as a general guide. Some positions may prefer or even require previous experience, licensure, certifications or other designations along with a degree. Because many factors determine what position an individual may attain, Capella cannot guarantee that a graduate will secure any specific job title, a promotion, salary increase or other career outcome. We encourage you to research requirements for your job target and career goals.

As you review the skills listed below, think about how you can apply them as you develop opportunities in your field.

1. Critical thinking/problem solving

“Identify and respond to needs based upon an understanding of situational context and logical analysis of relevant information.”

• Research analysis. Interpret results of a scientific study in order to create a solution to a problem.
• Management . Summarize accomplishments, set goals and priorities for upcoming year.
• Education. Creatively present a new topic to a class to engage and interest students.

2. Communication

“Clearly and effectively exchange information, ideas, facts and perspectives with persons inside and outside of an organization.”

• Education. Write and deliver a training course to educate employees about performing a job function.
• Health care. Gather information from a patient about their health history and symptoms, accurately record it in the patient’s electronic health record and communicate this to the provider, professional athletic coach or personal trainer.
• Social work. Employ technology to help generate assessments and treatment plans, then communicate them with your clients.

3. Teamwork

“Build and maintain collaborative relationships to work effectively toward common goals, while appreciating diverse viewpoints and shared responsibilities.”

• Software development. Collaborate with a team of internal partners and stakeholders to develop a new piece of software for customers.
• HR management. Work with supervisors to address employee concerns regarding their compensation.
• Nonprofit sector. Lead a team to create a fundraising campaign to meet the needs of an organization.

4. Technology

“Understand and leverage technologies ethically to enhance efficiencies, complete tasks and accomplish goals.”

• Health care. Use a medical facility’s electronic health record system to capture patient health histories.
• Education. Offer students virtual office hours using an online meeting platform or a school’s learning management system.
• Mental health. Implement an online scheduling system for patients and office staff.

5. Leadership

“Recognize and capitalize on personal and team strengths to achieve organizational goals.”

• Management. Lead and develop a team of employees to not only perform their job duties but also further their careers.
• Education. Work with colleagues to share common goals and opportunities to improve a school.

6. Professionalism

“Knowing work environments differ greatly, understand and demonstrate effective work habits, and act in the interest of the larger community and workplace.”

• Health care. Know and follow laws and regulations to protect patients’ health privacy.
• Social work. Respect clients’ rights and objectives; collaborate on strategies to achieve their goals without personal bias.

7. Career and self-development

“Proactively develop oneself and one’s career through continual personal and professional learning, awareness of one’s strengths and weaknesses, navigation of career opportunities, and networking to build relationships within and without one’s organization.”

• Accounting. Request an informational interview with a senior-level auditor to learn more about their position and what it takes to reach that level.
• Digital forensics. Attend networking events to meet others and identify positions or companies of interest.
• Health care. Enroll in continuing education to enhance your skills and pursue a specialty practice such as nursing informatics or care coordination.

8. Equity and inclusion

“Demonstrate the awareness, attitude, knowledge and skills required to equitably engage and include people from different local and global cultures. Engage in anti-racist practices that actively challenge the systems, structures and policies of racism.”

• Health care. Complete diversity training and recognize and overcome disparities in the medical treatment of marginalized communities.
• Management. Consciously build representative teams that include diverse backgrounds, demographics, experiences and ways of thinking.
• Education. Develop awareness of systemic racism, inequities and biases and how they affect students’ ability to learn at their grade level; pay attention to and advocate for those who need additional resources. 

Regardless of your position or area of study, these 8 career readiness competencies can help you in the pursuit of your professional goals.  

The Capella University  Career Development Center   support team, resources and tools help students and alumni on every step of their career path. Learn more about college and career readiness options and how to plan for your career.

Explore Capella University’s online degree programs . 

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Samsung ‘Solve for Tomorrow’ Conducts First Ever Design Thinking Workshop to Develop Problem-Solving Skills in School Students

• the workshops seek to introduce design-thinking education into the academic curriculum the workshops will also help over 2,000 school students apply for the competition ‘community champion’, the winning team of school track, will receive inr 25 lakh grant for prototype advancement the design thinking workshop is aimed at encouraging students’ over 14 years of age to address societal challenges through innovative solutions.

Samsung, India’s largest consumer electronics brand, has introduced the first ever design thinking & training workshop in select schools across the country. This unique initiative, part of Samsung’s ‘Solve for Tomorrow’ programme, focuses on enhancing essential skills such as problem-solving, critical thinking, probing, and creativity among students through the Human-Centered Design Thinking framework. The national education and innovation competition aims to foster a culture of innovation amongst the next generation.

Tailored specifically for India, the one-day workshop has been conceptualised to encourage students to appreciate the idea of design thinking and nudge them to identify and solve real-world problems. As part of the academic curriculum, Human-Centered Design Thinking is a powerful practice for solving-problems. Using processes and tools from the design world, the-Human Centred Design framework impresses upon empathy, definition, ideation, prototyping and testing of a solution to improve the lives of users.

“Samsung Solve for Tomorrow is part of our vision to empower the next generation and create an ecosystem of innovation in the country. We believe that they are the flag-bearers of innovation and require nurturing from a young age. The design thinking workshops have been introduced as a pilot in 10 schools this year to motivate young students to execute projects, which involve problem-solving, collaboration, and creative thinking. Through these offline sessions, school students will get a unique opportunity to question basics, identify real-world issues and propose tech-based solutions”, said SP Chun, Corporate Vice President, Samsung Southwest Asia.

This is how a one-day Design Thinking Workshop looks like:

-Introduction to Basic Concepts of Design Thinking

-Five Steps of Design Thinking Process

• Empathy: Students engage in role-play and interviews, empathizing with various user types affected by real-world problems, exploring their experiences and perspectives.
• Define: Through consolidated notes and guided discussions, students define the core issues using tools like the Problem Tree, identifying root causes and areas for intervention.
• Ideate: Encouraging creativity, students brainstorm a multitude of solutions, embracing all types of ideas, before refining and finalizing inter-linked solutions through group collaboration.
• Prototype: Students recap prototyping methods and translate their chosen solutions into tangible storyboards, presenting their ideas for feedback and further enhancement.
• Test: After building the solutions, feedback mechanism begins where user experience is taken into consideration and depending on the response; it is improved as per their satisfaction levels.

Samsung ‘Solve for Tomorrow’ ignites the passion for problem-solving, collaboration, and creative thinking among young minds. First launched in the US in 2010, Solve for Tomorrow is currently operational in 63 countries globally and has seen over 2.3 million young people participate worldwide.

Samsung Electronics’ global CSR vision of ‘Together for Tomorrow! Enabling People’ is committed to providing education to young people around the world to empower the leaders of tomorrow.

Samsung Solve for Tomorrow School Track at a Glance

Who can participate: 14-17 year-olds – individually or in teams of up to five members can submit their ideas in the “Community & Inclusion” theme caters to empowering underprivileged groups by improving accessibility to health, improving learning methods and access to education, and ensuring social inclusion for all

What will they get: Semi-finalists 10 teams will get INR 20,000 grant for prototype development & Samsung Galaxy Tabs. Final five teams will get INR 1 Lakh Grant each for prototype enhancement & Samsung Galaxy Watches

What do winners get: The Winning Team will be declared as the “Community Champion” of Solve for Tomorrow 2024 and will receive a seed grant of INR 25 Lakh for prototype advancement. The Schools of the winning teams will also receive Samsung Products to boost educational offerings, encouraging a problem-solving mindset.

Where can they apply: www.samsung.com/in/solvefortomorrow

From when: Starting April 09, 2024

Till when: 5 PM IST on May 31, 2024

Application entries close at 5 pm on May 31, 2024.

TAGS Solve for Tomorrow 2024

Corporate > Citizenship

For any issues related to customer service, please go to samsung.com/in/support for assistance. For media inquiries, please contact [email protected] .

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