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• How to Write a Problem Statement | Guide & Examples

How to Write a Problem Statement | Guide & Examples

Published on November 6, 2022 by Shona McCombes and Tegan George. Revised on November 20, 2023.

A problem statement is a concise and concrete summary of the research problem you seek to address. It should:

• Contextualize the problem. What do we already know?
• Describe the exact issue your research will address. What do we still need to know?
• Show the relevance of the problem. Why do we need to know more about this?
• Set the objectives of the research. What will you do to find out more?

Table of contents

When should you write a problem statement, step 1: contextualize the problem, step 2: show why it matters, step 3: set your aims and objectives.

Problem statement example

Other interesting articles

Frequently asked questions about problem statements.

There are various situations in which you might have to write a problem statement.

In the business world, writing a problem statement is often the first step in kicking off an improvement project. In this case, the problem statement is usually a stand-alone document.

In academic research, writing a problem statement can help you contextualize and understand the significance of your research problem. It is often several paragraphs long, and serves as the basis for your research proposal . Alternatively, it can be condensed into just a few sentences in your introduction .

A problem statement looks different depending on whether you’re dealing with a practical, real-world problem or a theoretical issue. Regardless, all problem statements follow a similar process.

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The problem statement should frame your research problem, giving some background on what is already known.

Practical research problems

For practical research, focus on the concrete details of the situation:

• Where and when does the problem arise?
• Who does the problem affect?
• What attempts have been made to solve the problem?

Theoretical research problems

For theoretical research, think about the scientific, social, geographical and/or historical background:

• What is already known about the problem?
• Is the problem limited to a certain time period or geographical area?
• How has the problem been defined and debated in the scholarly literature?

The problem statement should also address the relevance of the research. Why is it important that the problem is addressed?

Don’t worry, this doesn’t mean you have to do something groundbreaking or world-changing. It’s more important that the problem is researchable, feasible, and clearly addresses a relevant issue in your field.

Practical research is directly relevant to a specific problem that affects an organization, institution, social group, or society more broadly. To make it clear why your research problem matters, you can ask yourself:

• What will happen if the problem is not solved?
• Who will feel the consequences?
• Does the problem have wider relevance? Are similar issues found in other contexts?

Sometimes theoretical issues have clear practical consequences, but sometimes their relevance is less immediately obvious. To identify why the problem matters, ask:

• How will resolving the problem advance understanding of the topic?
• What benefits will it have for future research?
• Does the problem have direct or indirect consequences for society?

Finally, the problem statement should frame how you intend to address the problem. Your goal here should not be to find a conclusive solution, but rather to propose more effective approaches to tackling or understanding it.

The research aim is the overall purpose of your research. It is generally written in the infinitive form:

• The aim of this study is to determine …
• This project aims to explore …
• This research aims to investigate …

The research objectives are the concrete steps you will take to achieve the aim:

• Qualitative methods will be used to identify …
• This work will use surveys to collect …
• Using statistical analysis, the research will measure …

The aims and objectives should lead directly to your research questions.

Learn how to formulate research questions

You can use these steps to write your own problem statement, like the example below.

Step 1: Contextualize the problem A family-owned shoe manufacturer has been in business in New England for several generations, employing thousands of local workers in a variety of roles, from assembly to supply-chain to customer service and retail. Employee tenure in the past always had an upward trend, with the average employee staying at the company for 10+ years. However, in the past decade, the trend has reversed, with some employees lasting only a few months, and others leaving abruptly after many years.

Step 2: Show why it matters As the perceived loyalty of their employees has long been a source of pride for the company, they employed an outside consultant firm to see why there was so much turnover. The firm focused on the new hires, concluding that a rival shoe company located in the next town offered higher hourly wages and better “perks”, such as pizza parties. They claimed this was what was leading employees to switch. However, to gain a fuller understanding of why the turnover persists even after the consultant study, in-depth qualitative research focused on long-term employees is also needed. Focusing on why established workers leave can help develop a more telling reason why turnover is so high, rather than just due to salaries. It can also potentially identify points of change or conflict in the company’s culture that may cause workers to leave.

Step 3: Set your aims and objectives This project aims to better understand why established workers choose to leave the company. Qualitative methods such as surveys and interviews will be conducted comparing the views of those who have worked 10+ years at the company and chose to stay, compared with those who chose to leave.

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

Methodology

• Sampling methods
• Simple random sampling
• Stratified sampling
• Cluster sampling
• Likert scales
• Reproducibility

 Statistics

• Null hypothesis
• Statistical power
• Probability distribution
• Effect size
• Poisson distribution

Research bias

• Optimism bias
• Cognitive bias
• Implicit bias
• Hawthorne effect
• Anchoring bias
• Explicit bias

Once you’ve decided on your research objectives , you need to explain them in your paper, at the end of your problem statement .

Keep your research objectives clear and concise, and use appropriate verbs to accurately convey the work that you will carry out for each one.

I will compare …

All research questions should be:

• Focused on a single problem or issue
• Researchable using primary and/or secondary sources
• Feasible to answer within the timeframe and practical constraints
• Specific enough to answer thoroughly
• Complex enough to develop the answer over the space of a paper or thesis
• Relevant to your field of study and/or society more broadly

Research objectives describe what you intend your research project to accomplish.

They summarize the approach and purpose of the project and help to focus your research.

Your objectives should appear in the introduction of your research paper , at the end of your problem statement .

Your research objectives indicate how you’ll try to address your research problem and should be specific:

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3 Problem statement examples and steps to write your own

We’ve all encountered problems on the job. After all, that’s what a lot of work is about. Solving meaningful problems to help improve something. 

Developing a problem statement that provides a brief description of an issue you want to solve is an important early step in problem-solving .

It sounds deceptively simple. But creating an effective problem statement isn’t that easy, even for a genius like Albert Einstein. Given one hour to work on a problem, he’d spend 55 minutes thinking about the problem and five minutes finding solutions. (Or so the story goes.)

Einstein was probably exaggerating to make a point. But considering his success in solving complex problems, we think he was on to something. 

As humans, we’re wired to jump past the problem and go directly to the solution stage. In emergencies, this behavior can be lifesaving, as in leaping out of the way of a speeding car. But when dealing with longer-range issues in the workplace, this can lead to bad decisions or half-baked solutions. 

That’s where problem statements come in handy. They help to meaningfully outline objectives to reach effective solutions. Knowing how to develop a great problem statement is also a valuable tool for honing your management skills .

But what exactly is a problem statement, when should you use one, and how do you go about writing one? In this article, we'll answer those questions and give you some tips for writing effective problem statements. Then you'll be ready to take on more challenges large and small.

What is a problem statement?

First, let’s start by defining a problem statement. 

A problem statement is a short, clear explanation of an issue or challenge that sums up what you want to change. It helps you, team members, and other stakeholders to focus on the problem, why it’s important, and who it impacts. 

A good problem statement should create awareness and stimulate creative thinking . It should not identify a solution or create a bias toward a specific strategy.

Taking time to work on a problem statement is a great way to short-circuit the tendency to rush to solutions. It helps to make sure you’re focusing on the right problem and have a well-informed understanding of the root causes. The process can also help you take a more proactive than reactive approach to problem-solving . This can help position you and your team to avoid getting stuck in constant fire-fighting mode. That way, you can take advantage of more growth opportunities.  

When to use a problem statement

The best time to create a problem statement is before you start thinking of solutions. If you catch yourself or your team rushing to the solution stage when you’re first discussing a problem, hit the brakes. Go back and work on the statement of the problem to make sure everyone understands and agrees on what the real problem is. 

Here are some common situations where writing problem statements might come in handy: 

• Writing an executive summary for a project proposal or research project
• Collaborating   on a cross-functional project with several team members
• Defining the customer issue that a proposed product or service aims to solve
• Using design thinking to improve user experience
• Tackling a problem that previous actions failed to solve 

How to identify a problem statement

Like the unseen body of an iceberg, the root cause of a specific problem isn’t always obvious. So when developing a problem statement, how do you go about identifying the true, underlying problem?

These two steps will help you uncover the root cause of a problem :

• Collect information from the research and previous experience with the problem
• Talk to multiple stakeholders who are impacted by the problem

People often perceive problems differently. Interviewing stakeholders will help you understand the problem from diverse points of view. It can also help you develop some case studies to illustrate the problem. 

Combining these insights with research data will help you identify root causes more accurately. In turn, this methodology will help you craft a problem statement that will lead to more viable solutions. 

What are problem statements used for?

You can use problem statements for a variety of purposes. For an organization, it might be solving customer and employee issues. For the government, it could be improving public health. For individuals, it can mean enhancing their own personal well-being . Generally, problem statements can be used to:

• Identify opportunities for improvement
• Focus on the right problems or issues to launch more successful initiatives – a common challenge in leadership
• Help you communicate a problem to others who need to be involved in finding a solution
• Serve as the basis for developing an action plan or goals that need to be accomplished to help solve the problem
• Stimulate thinking outside the box  and other types of creative brainstorming techniques

3 examples of problem statements

When you want to be sure you understand a concept or tool, it helps to see an example. There can also be some differences in opinion about what a problem statement should look like. For instance, some frameworks include a proposed solution as part of the problem statement. But if the goal is to stimulate fresh ideas, it’s better not to suggest a solution within the problem statement. 

In our experience, an effective problem statement is brief, preferably one sentence. It’s also specific and descriptive without being prescriptive. 

Here are three problem statement examples. While these examples represent three types of problems or goals, keep in mind that there can be many other types of problem statements.        

Example Problem Statement 1: The Status Quo Problem Statement

Example: 

The average customer service on-hold time for Example company exceeds five minutes during both its busy and slow seasons.

This can be used to describe a current pain point within an organization that may need to be addressed. Note that the statement specifies that the issue occurs during the company’s slow time as well as the busy season. This is helpful in performing the root cause analysis and determining how this problem can be solved. 

The average customer service on-hold time for Example company exceeds five minutes during both its busy and slow seasons. The company is currently understaffed and customer service representatives are overwhelmed.

Background:

Example company is facing a significant challenge in managing their customer service on-hold times. In the past, the company had been known for its efficient and timely customer service, but due to a combination of factors, including understaffing and increased customer demand, the on-hold times have exceeded five minutes consistently. This has resulted in frustration and dissatisfaction among customers, negatively impacting the company's reputation and customer loyalty.

Reducing the on-hold times for customer service callers is crucial for Example company. Prolonged waiting times have a detrimental effect on customer satisfaction and loyalty, leading to potential customer churn and loss of revenue. Additionally, the company's declining reputation in terms of customer service can have a lasting impact on its competitive position in the market. Addressing this problem is of utmost importance to improve customer experience and maintain a positive brand image.

Objectives:

The primary objective of this project is to reduce the on-hold times for customer service callers at Example company. The specific objectives include:

• Analyzing the current customer service workflow and identifying bottlenecks contributing to increased on-hold times.
• Assessing the staffing levels and resource allocation to determine the extent of understaffing and its impact on customer service.
• Developing strategies and implementing measures to optimize the customer service workflow and reduce on-hold times.
• Monitoring and evaluating the effectiveness of the implemented measures through key performance indicators (KPIs) such as average on-hold time, customer satisfaction ratings, and customer feedback.
• Establishing a sustainable approach to maintain reduced on-hold times, taking into account both busy and slow seasons, through proper resource planning, training, and process improvements.

Example Problem Statement 2: The Destination Problem Statement

Leaders at Example company want to increase net revenue for its premium product line of widgets by 5% for the next fiscal year. 

This approach can be used to describe where an organization wants to be in the future. This type of problem statement is useful for launching initiatives to help an organization achieve its desired state. 

Like creating SMART goals , you want to be as specific as possible. Note that the statement specifies “net revenue” instead of “gross revenue." This will help keep options open for potential actions. It also makes it clear that merely increasing sales is not an acceptable solution if higher marketing costs offset the net gains. 

Leaders at Example company aim to increase net revenue for its premium product line of widgets by 5% for the next fiscal year. However, the company currently lacks the necessary teams to tackle this objective effectively. To achieve this growth target, the company needs to expand its marketing and PR teams, as well as its product development teams, to prepare for scaling. 

Example company faces the challenge of generating a 5% increase in net revenue for its premium product line of widgets in the upcoming fiscal year. Currently, the company lacks the required workforce to drive this growth. Without adequate staff in the marketing, PR, and product development departments, the company's ability to effectively promote, position, and innovate its premium product line will be hindered. To achieve this kind of growth, it is essential that Example company expands teams, enhances capabilities, and strategically taps into the existing pool of loyal customers.

Increasing net revenue for the premium product line is crucial for Example company's overall business success. Failure to achieve the targeted growth rate can lead to missed revenue opportunities and stagnation in the market. By expanding the marketing and PR teams, Example company can strengthen its brand presence, effectively communicate the value proposition of its premium product line, and attract new customers.

Additionally, expanding the product development teams will enable the company to introduce new features and innovations, further enticing existing and potential customers. Therefore, addressing the workforce shortage and investing in the necessary resources are vital for achieving the revenue growth objective.

The primary objective of this project is to increase net revenue for Example company's premium product line of widgets by 5% in the next fiscal year. The specific objectives include:

• Assessing the current workforce and identifying the gaps in the marketing, PR, and product development teams.
• Expanding the marketing and PR teams by hiring skilled professionals who can effectively promote the premium product line and engage with the target audience.
• Strengthening the product development teams by recruiting qualified individuals who can drive innovation, enhance product features, and meet customer demands.
• Developing a comprehensive marketing and PR strategy to effectively communicate the value proposition of the premium product line and attract new customers.
• Leveraging the existing base of loyal customers to increase repeat purchases, referrals, and brand advocacy.
• Allocating sufficient resources, both time and manpower, to support the expansion and scaling efforts required to achieve the ambitious revenue growth target.
• Monitoring and analyzing key performance indicators (KPIs) such as net revenue, customer acquisition, customer retention, and customer satisfaction to measure the success of the growth initiatives.
• Establishing a sustainable plan to maintain the increased revenue growth beyond the next fiscal year by implementing strategies for continuous improvement and adaptation to market dynamics.

Example Problem Statement 3 The Stakeholder Problem Statement

In the last three quarterly employee engagement surveys , less than 30% of employees at Eample company stated that they feel valued by the company. This represents a 20% decline compared to the same period in the year prior. 

This strategy can be used to describe how a specific stakeholder group views the organization. It can be useful for exploring issues and potential solutions that impact specific groups of people. 

Note the statement makes it clear that the issue has been present in multiple surveys and it's significantly worse than the previous year. When researching root causes, the HR team will want to zero in on factors that changed since the previous year.

In the last three quarterly employee engagement surveys, less than 30% of employees at the Example company stated that they feel valued by the company. This indicates a significant decline of 20% compared to the same period in the previous year.

The company aspires to reduce this percentage further to under 10%. However, achieving this goal would require filling specialized roles and implementing substantial cultural changes within the organization.

Example company is facing a pressing issue regarding employee engagement and perceived value within the company. Over the past year, there has been a notable decline in the percentage of employees who feel valued. This decline is evident in the results of the quarterly employee engagement surveys, which consistently show less than 30% of employees reporting a sense of value by the company.

This decline of 20% compared to the previous year's data signifies a concerning trend. To address this problem effectively, Example company needs to undertake significant measures that go beyond superficial changes and necessitate filling specialized roles and transforming the company culture.

Employee engagement and a sense of value are crucial for organizational success. When employees feel valued, they tend to be more productive, committed, and motivated. Conversely, a lack of perceived value can lead to decreased morale, increased turnover rates, and diminished overall performance.

By addressing the decline in employees feeling valued, Example company can improve employee satisfaction, retention, and ultimately, overall productivity. Achieving the desired reduction to under 10% is essential to restore a positive work environment and build a culture of appreciation and respect.

The primary objective of this project is to increase the percentage of employees who feel valued by Example company, aiming to reduce it to under 10%. The specific objectives include:

• Conducting a comprehensive analysis of the factors contributing to the decline in employees feeling valued, including organizational policies, communication practices, leadership styles, and cultural norms.
• Identifying and filling specialized roles, such as employee engagement specialists or culture change agents, who can provide expertise and guidance in fostering a culture of value and appreciation.
• Developing a holistic employee engagement strategy that encompasses various initiatives, including training programs, recognition programs, feedback mechanisms, and communication channels, to enhance employee value perception.
• Implementing cultural changes within the organization that align with the values of appreciation, respect, and recognition, while fostering an environment where employees feel valued.
• Communicating the importance of employee value and engagement throughout all levels of the organization, including leadership teams, managers, and supervisors, to ensure consistent messaging and support.
• Monitoring progress through regular employee surveys, feedback sessions, and key performance indicators (KPIs) related to employee satisfaction, turnover rates, and overall engagement levels.
• Providing ongoing support, resources, and training to managers and supervisors to enable them to effectively recognize and appreciate their teams and foster a culture of value within their respective departments.
• Establishing a sustainable framework for maintaining high employee value perception in the long term, including regular evaluation and adaptation of employee engagement initiatives to address evolving needs and expectations.

What are the 5 components of a problem statement?

In developing a problem statement, it helps to think like a journalist by focusing on the five Ws: who, what, when, where, and why or how. Keep in mind that every statement may not explicitly include each component. But asking these questions is a good way to make sure you’re covering the key elements:

• Who: Who are the stakeholders that are affected by the problem?
• What: What is the current state, desired state, or unmet need? 
• When: When is the issue occurring or what is the timeframe involved?
• Where: Where is the problem occurring? For example, is it in a specific department, location, or region?
• Why: Why is this important or worth solving? How is the problem impacting your customers, employees, other stakeholders, or the organization? What is the magnitude of the problem? How large is the gap between the current and desired state? 

How do you write a problem statement?

There are many frameworks designed to help people write a problem statement. One example is outlined in the book, The Conclusion Trap: Four Steps to Better Decisions, ” by Daniel Markovitz. A faculty member at the Lean Enterprise Institute, the author uses many case studies from his work as a business consultant.

To simplify the process, we’ve broken it down into three steps:

1. Gather data and observe

Use data from research and reports, as well as facts from direct observation to answer the five Ws: who, what, when, where, and why. 

Whenever possible, get out in the field and talk directly with stakeholders impacted by the problem. Get a firsthand look at the work environment and equipment. This may mean spending time on the production floor asking employees questions about their work and challenges. Or taking customer service calls to learn more about customer pain points and problems your employees may be grappling with.    

2. Frame the problem properly  

A well-framed problem will help you avoid cognitive bias and open avenues for discussion. It will also encourage the exploration of more options.

A good way to test a problem statement for bias is to ask questions like these:

3. Keep asking why (and check in on the progress)

When it comes to problem-solving, stay curious. Lean on your growth mindset to keep asking why — and check in on the progress. 

Asking why until you’re satisfied that you’ve uncovered the root cause of the problem will help you avoid ineffective band-aid solutions.

What to avoid when writing a problem statement

When crafting a problem statement, it's essential to communicate the issue clearly and effectively. A well-formulated problem statement sets the stage for understanding and addressing the challenge at hand. However, there are common pitfalls that can undermine its clarity and purpose. Here's what you should avoid:

• Vagueness : Be specific about the problem and its context.
• Complexity : Keep the language simple and direct.
• Overgeneralization : Avoid broad statements that don’t address specific issues.
• Assumptions : Don’t presume solutions or causes without evidence.
• Jargon : Use clear, accessible language that can be understood by all stakeholders.

Refining your problem statements

When solving any sort of problem, there’s likely a slew of questions that might arise for you. In order to holistically understand the root cause of the problem at hand, your workforce needs to stay curious. 

An effective problem statement creates the space you and your team need to explore, gain insight, and get buy-in before taking action.

If you have embarked on a proposed solution, it’s also important to understand that solutions are malleable. There may be no single best solution. Solutions can change and adapt as external factors change, too. It’s more important than ever that organizations stay agile . This means that interactive check-ins are critical to solving tough problems. By keeping a good pulse on your course of action, you’ll be better equipped to pivot when the time comes to change. 

BetterUp can help. With access to virtual coaching , your people can get personalized support to help solve tough problems of the future.

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Madeline Miles

Madeline is a writer, communicator, and storyteller who is passionate about using words to help drive positive change. She holds a bachelor's in English Creative Writing and Communication Studies and lives in Denver, Colorado. In her spare time, she's usually somewhere outside (preferably in the mountains) — and enjoys poetry and fiction.

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FREE 10+ Case Study Problem Statement Samples in PDF | DOC

A case study is an in-depth and specific study of a certain yet relevant person, group, or event. In a case study involving psychology and its related disciplines, nearly every aspect of the subject’s life and history is analyzed to understand the human mind through seeking and unveiling patters of behavior. This type of academic study can be used in a variety of fields including psychology, medicine, education, anthropology, political science, social science, law related studies, and social work. With the importance of this study, it is very much recommended to have this Case Study Problem Statement available anytime. In making this possible and convenient for the one that’s going to make all these problem statements, our site is offering you free, available, ready-made but very open to be customized templates that you can choose from. Just look into these templates throughout the article and choose the template that could help you achieve your problem statement goals.

Case Study Problem Statement

10+ case study problem statement samples, 1. data case study problem statement, 2. exploratory case study problem statement, 3. case study development problem statement, 4. case study sales problem statement, 5. dell case study problem statement, 6. sample case study problem statement, 7. standard case study problem statement, 8. case study analysis problem statement, 9. qualitative case study problem statement, 10. restorative case study problem statement, 11. case study scope of problem statement, what is a case study, benefits and limitations, types of case study, what exactly is a case study, when should you do a case study.

For other problem statement template needs, our site also offers you templates like Graduate School Personal Statement,   Subcontractor Statement ,   Freelance Statement, High School Statement, Interior Design Statement,  Short Research Statement , Scientific Research Statement,  Copyright Disclaimer Statement  and more in the storage just for you and your convenience. Our article does not only give you utilizable templates that you can choose from, but also relevant and important information that you might want to consider as you go along with your project and its processes.

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The aim is that learning gained from studying one case can be generalized to many others, so putting it into simpler terms is the most effective way to achieve this goal. On the contrary, case studies tend to be highly subjective, specific, deep and it is sometimes difficult to generalize results to the larger population of common good. Case studies focus on a single individual or group cases, but somehow, they follow a format that is similar to other types of psychology writing.

A case study can have both strengths and weaknesses, just like any other type of academic writing. Researchers must take into consideration these advantages and disadvantages before deciding if this type of study is appropriate for their needs. One of the greatest advantages of a case study is that it allows researchers to investigate, imagine and scrutinize that are often difficult to impossible to replicate or studied in a laboratory. Some other benefits of a case study that are important to be tackled with are:

• Makes it possible for researchers to collect a great deal of information
• Provide researchers the chance to gather or collect information on rare or unusual cases
• Allows the researchers to develop hypotheses that can be explored and studied in depth in experimental research
• Don’t need to be generalized to the larger population
• Cannot demonstrate cause and effect
• May not be scientifically rigorous
• Can lead to bias

Researchers may choose to perform a case study if they are interested in exploring a unique or revise and improvise, somehow develop a recently discovered phenomenon. The insights gained from such research can then help the researchers develop additional ideas, critical insights and generalizations and study questions that might then be explored in future studies.

There are the many different types of case studies that psychologists and other researchers might use:

• Collective case studies : These talks about the studying of a group of individuals. Researchers might decide on studying a group of people in a certain setting or look at an entire community of people.
• Descriptive case studies : These usually starts with a descriptive theory. The subjects or respondent’s statements should be well-observed and the information gathered is compared to the pre-existing theory.
• Explanatory case studies : These   are often used to do causal case studies. In other words, researchers are interested in looking at factors that may have actually caused certain yet common everyday-life-things to occur.
• Exploratory case studies : These are sometimes used as a prelude and continue to further, more in-depth research. This allows researchers to gather more information first before then use it in developing their research questions and hypotheses.
• Instrumental case studies : These happens when the individual or group allows researchers to understand more than what is initially obvious to observers, this is done through careful observations and focused group discussions.
• Intrinsic case studies : This type of case study is when the researcher has a personal motive or interest that  he would like to answer by making the study. Jean Piaget’s deep and focused observations of his own children are great examples of how an intrinsic case study can contribute to the development of a psychological theory, further then becoming a great information that is spread to those who are practicing in the field.

A case study is a research strategy and an empirical inquiry that investigates a phenomenon within its real-life context. Case studies are based on an in-depth investigation of a single individual, group or event to explore the causes of underlying principles.

Understand how other companies have coped when faced with a challenging dilemma. Apply lessons learned from other organizations to your own company. Master and implement new ways of working. Obtain digestible information through brief but focused content.

You might find yourself getting difficulties in making the form or the project from scratch, as in zero. To help you in this matter, you are highly encouraged to avail the resources that are legally utilizable. Avail our great templates in SampleTemplates now!

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• Research Process

What is a Problem Statement? [with examples]

• 5 minute read

Table of Contents

The statement of the problem is one of the first things that a colleague or potential client will read. With the vastness of the information available at one’s fingertips in the online9 world, your work may have just a few seconds to draw in a reader to take a deeper look at your proposal before moving on to the next option. It explains quickly to the reader, the problem at hand, the need for research, and how you intend to do it.

A strong, clear description of the problem that drew you to your research has to be straightforward, easy to read and, most important, relevant. Why do you care about this problem? How can solving this problem impact the world? The problem statement is your opportunity to explain why you care and what you propose to do in the way of researching the problem.

A problem statement is an explanation in research that describes the issue that is in need of study . What problem is the research attempting to address? Having a Problem Statement allows the reader to quickly understand the purpose and intent of the research. The importance of writing your research proposal cannot be stressed enough. Check for more information on Writing a Scientific Research Project Proposal .

It is expected to be brief and concise , and should not include the findings of the research or detailed data . The average length of a research statement is generally about one page . It is going to define the problem, which can be thought of as a gap in the information base. There may be several solutions to this gap or lack of information, but that is not the concern of the problem statement. Its purpose is to summarize the current information and where a lack of knowledge may be presenting a problem that needs to be investigated .

The purpose of the problem statement is to identify the issue that is a concern and focus it in a way that allows it to be studied in a systematic way . It defines the problem and proposes a way to research a solution, or demonstrates why further information is needed in order for a solution to become possible.

What is Included in a Problem Statement?

Besides identifying the gap of understanding or the weakness of necessary data, it is important to explain the significance of this lack.

-How will your research contribute to the existing knowledge base in your field of study?

-How is it significant?

-Why does it matter?

Not all problems have only one solution so demonstrating the need for additional research can also be included in your problem statement. Once you identify the problem and the need for a solution, or for further study, then you can show how you intend to collect the needed data and present it.

How to Write a Statement of Problem in Research Proposal

It is helpful to begin with your goal. What do you see as the achievable goal if the problem you outline is solved? How will the proposed research theoretically change anything? What are the potential outcomes?

Then you can discuss how the problem prevents the ability to reach your realistic and achievable solution. It is what stands in the way of changing an issue for the better. Talk about the present state of affairs and how the problem impacts a person’s life, for example.

It’s helpful at this point to generally layout the present knowledge and understanding of the subject at hand, before then describing the gaps of knowledge that are currently in need of study. Your problem statement is a proposed solution to address one of these gaps.

A good problem statement will also layout the repercussions of leaving the problem as it currently stands. What is the significance of not addressing this problem? What are the possible future outcomes?

Example of Problem Statement in Research Proposal

If, for example , you intended to research the effect of vitamin D supplementation on the immune system , you would begin with a review of the current knowledge of vitamin D’s known function in relation to the immune system and how a deficiency of it impacts a person’s defenses.

You would describe the ideal environment in the body when there is a sufficient level of vitamin D. Then, begin to identify the problems associated with vitamin D deficiency and the difficulty of raising the level through supplementation, along with the consequences of that deficiency. Here you are beginning to identify the problem of a common deficiency and the current difficulty of increasing the level of vitamin D in the blood.

At this stage, you may begin to identify the problem and narrow it down in a way that is practical to a research project. Perhaps you are proposing a novel way of introducing Vitamin D in a way that allows for better absorption by the gut, or in a combination with another product that increases its level in the blood.

Describe the way your research in this area will contribute to the knowledge base on how to increase levels of vitamin D in a specific group of subjects, perhaps menopausal women with breast cancer. The research proposal is then described in practical terms.

How to write a problem statement in research?

Problem statements differ depending on the type and topic of research and vary between a few sentences to a few paragraphs.

However, the problem statement should not drag on needlessly. Despite the absence of a fixed format, a good research problem statement usually consists of three main parts:

Context: This section explains the background for your research. It identifies the problem and describes an ideal scenario that could exist in the absence of the problem. It also includes any past attempts and shortcomings at solving the problem.

Significance: This section defines how the problem prevents the ideal scenario from being achieved, including its negative impacts on the society or field of research. It should include who will be the most affected by a solution to the problem, the relevance of the study that you are proposing, and how it can contribute to the existing body of research.

Solution: This section describes the aim and objectives of your research, and your solution to overcome the problem. Finally, it need not focus on the perfect solution, but rather on addressing a realistic goal to move closer to the ideal scenario.

Here is a cheat sheet to help you with formulating a good problem statement.

1. Begin with a clear indication that the problem statement is going to be discussed next. You can start with a generic sentence like, “The problem that this study addresses…” This will inform your readers of what to expect next.

2. Next, mention the consequences of not solving the problem . You can touch upon who is or will be affected if the problem continues, and how.

3. Conclude with indicating the type of research /information that is needed to solve the problem. Be sure to reference authors who may have suggested the necessity of such research.

This will then directly lead to your proposed research objective and workplan and how that is expected to solve the problem i.e., close the research gap.

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PROBLEM STATEMENT

Learn everything you need to know to develop a Problem Statement by an Ex-McKinsey consultant . Includes best practices , examples, and a free problem statement template at the bottom.

“A problem well stated is a problem half solved.”

– Charles Kettering, Early 1900s American Inventor

I remember my first day on my first project at McKinsey, the partner got the team in a room for us to spend a few hours “defining the problem statement.” At first, I thought to myself, “man, what a dumb idea…this client is paying us millions of dollars, and we don’t even know what we are trying to solve?” But, as we started to debate the context of the client, the issues they faced, and the reasons why they brought us on, I started to appreciate defining the problem statement and the ability for the right problem statement to frame and focus problem solving .

What is a problem statement?

A problem statement is a clear description of the problem you are trying to solve and is typically most effectively stated as a question. Problem statements are subtly critical in effective problem solving. They have an uncanny ability in focusing the efforts of brainstorming , teamwork, and projects .

To understand this better, let’s go through some examples of how you can position a brainstorming session on various topics.

Beyond brainstorming, problem statements should be used at the beginning of any project to frame and focus on the problem. A good problem statement defines the “who” the problem involves, and defines the scope of the problem. Since problem statements guide much of the problem solving of a project, it is important not to be too narrow or broad with the problem statement.

How do you create an effective problem statement?

As stated before, every McKinsey project starts with the development of a problem statement. Once we landed on a strong problem statement, then we had to align the client with the problem statement. The easiest way for a project and team to get off track is if the team and the client are trying to solve different problems. A good problem statement aligns the expectations of the client with the team’s activities and output.

Here are the best practices when creating an effective problem statement:

Use the 5 Ws and one H

One of the most useful tools when developing a problem statement is the 5 Ws and one H, which is simply utilizing who, what, why, where, when, and how questions to frame the problem statement. Simply thinking through these questions as they relate to the problem can help you create a strong problem statement.

Ask the most crucial question, “What are we trying to solve?”

We’ve all been in those brainstorming sessions, meetings or on those projects, where you’re just scratching your head, as the conversation or directions are more like an Olympic ping-pong match going from one topic to the next. The most effective question that I’ve used in over a thousand meetings and conversations is simply “what are we trying to solve?” It cuts through the clutter, confusion, and misalignment, and quickly centers the focus and energy of everyone.

Frame the problem statement as a goal

Some of the best problem statements are simply goals formatted as questions. If you need to increase sales by 10%, a good problem statement is, “Within the next 12 months, what are the most effective options for the team to increase sales by 10%?”

Force the prioritization 

Often, the most effective problem statements force the prioritization of issues and opportunities. Using phrases such as “the most important for the customer” or “the best way” will force prioritization.

DOWNLOAD THE PROBLEM STATEMENT POWERPOINT WORKSHEET

To get you going on defining a strong problem statement, download the free and editable Problem Statement PowerPoint Worksheet.

Correctly defining a problem statement at the beginning of a project or initiative will dramatically improve the success of the project or initiative. Problem statements help guide problem solving, analysis , hypotheses , and solutions.

Developing a problem statement is an iterative brainstorming process. Get the major stakeholders in a room for a few hours and start the process by having everyone write down what they think the problem is on index cards. Collect the index cards and post them on a whiteboard. You can either discuss each one or have the group pick the top 3 and then discuss them. You can use the Problem Statement Worksheet to further define the problem by answering the 5 Ws and 1 H. The key is to find the right problem statement all stakeholders feel strongly about, in that, if the problem statement were solved, the problem would be solved.

NEXT SECTION: HYPOTHESES

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Problem Statement: What It Is, How to Write + Examples

A well-defined problem statement is the foundation of any successful project, research, or initiative. Whether you’re a student, a professional, or an entrepreneur, understanding a problem statement and how to craft one effectively is crucial. 

In this blog post, we will dive deep into problem statements, explaining what they are, how to write them, and providing real-life examples to guide you.

What Is a Problem Statement?

A problem statement is a concise and clear description of an issue or challenge that needs to be addressed. It serves as a roadmap for problem-solving and decision-making, helping individuals and teams define the scope of their work and focus on the most critical aspects of a problem. 

The problem statement underscores the need for exploring viable solutions and potential solutions to tackle the rising energy consumption in our community.

A well-crafted problem statement should be:

• Specific: Clearly define the problem, avoiding vague or general descriptions.
• Measurable: Include criteria to assess the success or completion of the solution.
• Achievable: Ensure that the problem can be solved or improved within reasonable constraints.
• Relevant: Align the problem statement with your goals and objectives.
• Time-bound: Set a timeframe for solving the problem or achieving progress.

When to Use a Problem Statement

A problem statement is a concise and clear description of an issue or challenge that needs to be addressed. It is often used in various contexts, including business, research , project management, and problem-solving. 

Here are some key elements of situations in which you should use to write a problem statement in a brief and focused manner:

• Project Proposals: When proposing a project, whether it’s for a business world initiative or a research endeavor, concise writing problem statements help stakeholders understand why the project is necessary and what it aims to solve.
• Business Plans: A brief error statement can provide context for the business goals and objectives in a business plan or strategy document. It helps identify the specific market or industry challenges the business addresses.
• Research Proposals: In academic or scientific research proposals, a succinct error statement outlines the research question or problem the study intends to investigate. It sets the stage for the research objectives and methodology.
• Product Development: When creating a new product or service, a short problem statement helps the design process and development teams focus on solving a specific user or market problem.
• Policy Development: In the public sector, government agencies and policymakers often use error statements to define and communicate the issues that need attention, leading to the formulation of policies or regulations.
• Conflict Resolution: In conflict resolution or mediation processes, a concise error statement can help parties involved in a dispute to understand the core issues and work towards a resolution.
• Quality Improvement: In quality management or process improvement initiatives, a brief error statement helps identify the areas in a process where improvements are needed.
• Marketing and Advertising: When creating marketing campaigns or advertising materials, a problem statement can be used to highlight a consumer’s pain point and show how a product or service can solve it.
• Innovation Challenges: In innovation competitions or hackathons, participants often start by defining a clear and concise error statement before brainstorming a proposed solution.
• Personal Goals: Even in personal development or goal-setting, it can be helpful to formulate a concise problem statement to clarify what you want to achieve and why.

How to Write an Effective Problem Statement

Writing an effective problem statement is crucial for any project, research, or initiative because it sets the stage for addressing the issue at hand. A well-crafted problem statement clarifies the problem, provides context, and serves as a guide for developing and implementing solutions. 

Here are the steps to write an effective problem statement:

01. Understand the Problem:

Begin by thoroughly understanding the problem you intend to address. Conduct research, gather data, and talk to relevant stakeholders to gain insights into the issue. Identify the scope and boundaries of the problem.

02. Define the Problem Clearly:

Your problem statement should be clear and concise. Avoid vague or ambiguous language. State the problem in simple terms so anyone reading it can understand the issue.

03. Provide Context:

Give background information to help readers understand the problem’s significance. Explain why it is important, who it affects, and what its implications are. Provide relevant statistics, trends, or examples to illustrate the problem’s financial costs, scope and impact.

04. Identify the Root Cause:

Try to identify the underlying causes or factors contributing to the problem. This will help address the issue at its core rather than just its symptoms.

05. Be Specific:

Avoid broad or generic problem statements. Instead, narrow down the problem to a specific issue that can be tackled effectively. Specificity will make it easier to develop targeted solutions.

06. Use Measurable Criteria:

Include measurable criteria for success. This allows you to evaluate whether the problem has been resolved or improvements have been made. Quantifiable metrics help in tracking progress.

07. Make It Feasible:

Ensure that the problem statement reflects a realistic and achievable challenge. It should be addressed within your resources and constraints.

08. Avoid Solution Language:

This should focus on describing the problem, not proposing solutions. Avoid phrases like “we need to do X” or “we should implement Y.” Save the solution-oriented discussions for later in the design thinking process.

09. Consider the Audience:

Tailor your own problem statement to the audience it is intended for. Use language and terminology that your audience can understand and relate to. Adapt the level of technical detail accordingly.

10. Seek Feedback:

Share your problem statement with colleagues, experts, or stakeholders to gather feedback and refine it. Their input can help ensure clarity and completeness.

11. Revise and Refine:

Continue to revise and refine the error statement as you gather more information and insights. It may evolve as your understanding of the problem deepens.

12. Test for Objectivity:

Ensure that your problem statement is free from bias and reflects a balanced perspective. Avoid making assumptions or assigning blame without evidence.

Examples of Problem Statements

The problem statement serves as the foundation for your research, outlining the key challenges and issues we aim to address in just a few sentences and providing a clear direction for our study. To further illustrate how to create effective problem statements, let’s explore some real-life problem statement examples:

Example 1: Education

“The high school dropout rate in our community has risen by 20% over the past two years, negatively impacting our future workforce. We need to implement targeted intervention programs to reduce dropout rates and ensure a more educated workforce.”

Example 2: Healthcare

“Patients in our clinic often face long wait times for appointments, resulting in dissatisfaction and delays in medical care. We must streamline our appointment scheduling process to reduce wait times and improve patient’s customer satisfaction ratings.”

Example 3: Business

“Our e-commerce website experiences a high cart abandonment rate, leading to lost sales opportunities. We must identify the reasons for cart abandonment and implement strategies to increase conversion rates.”

A well-crafted problem statement is fundamental for effective problem-solving in any field or endeavor. Following the steps outlined in this blog post and studying the examples provided can enhance your ability to define, address, and ultimately solve complex problems. 

Whether you’re a student tackling a research project or a professional seeking to improve your organization’s processes, mastering the art of problem statement writing is a valuable skill that can lead to greater success.

QuestionPro streamlines problem-solving with versatile surveys, data analysis, segmentation, and real-time reporting. It offers a comprehensive toolkit for gathering valuable insights, facilitating informed decision-making, and addressing problem statements effectively.

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How to Build a Compelling Problem Statement (+Case Study)

Your pipeline’s ‘Closed Lost’ column is filled with prospects who expressed the exact same pain points as your customers.

Both of these groups started from the same place — a list of pains that align with your product. But they ended their buying journey in two different places.

So what gives? How does a picture-perfect deal, with a prospect whose problems are a match for your product, fall through?

Nobody cared (enough).

Really. Sometimes, a competitor steals the deal. Others times, a budget gets re-allocated. But more often than not, your deal just slipped down the priority list. Your champion couldn’t get their team interested. The decider didn’t take the time to take a look.

That’s because your champion didn’t tell a compelling story that cut through the clutter .

Some champions are natural storytellers. They hit all the high notes. They know how to make their team lean in a little closer. But other buyers need your help.

They need a specific, compelling problem statement that grabs and holds attention.

Here’s how to create one.

The Formula for Compelling Problem Statements

First, I’ll give you the formula. Then, we’ll break down each of its parts.

Costs ‍ Every [Frequency], at least [Reach] are [Pain], costing us [Impact].

Consequences ‍ That means [Implication #2]. If that’s not addressed by [Timeline], then [Implication #3].

Part 1: Focus on Costs

We all feel more upset if we lose $10, than we feel happy if we find $10.

That’s the basic idea of “Loss Aversion.” We feel a greater pressure to avoid losses than we do to acquire the equivalent gain. It’s also why you should build your problem statement around losses.

Highlight active or immanent losses first, before calling out new opportunities.

To make the loss compelling, be specific. And to be specific, quantify the impact of your buyer’s problem whenever possible. A simple way to estimate the impact is: ‍

Don’t give your best guess. Ask your buyer what their guess is. Then, write it down with them. Here are a few examples, with some made up numbers:

Once you’ve quantified the problem, don’t assume the loss is meaningful .

For example, if you’re selling to the enterprise, beware of The Law of Large Numbers. Pointing out a $1M loss is pointing out 0.0001% in a business that does $10B in annual revenue.

Instead, ask questions like:

• How does this estimate of [X] compare to what you expected to see?
• How do you think [decision maker] would react to seeing this number?
• Are there other problems your team’s facing that are more pressing than this?

Part 2: Highlight Consequences

You’d be surprised what overwhelm and burnout can force us to live with. We grow numb to our problems, and apathy becomes a perfectly acceptable solution.

But often, that’s because we can’t see the full consequences of our inaction. So once you’ve quantified the loss (above), press into its implications. There are three levels of consequences you’ll want to speak to:

• Functional Problems: “It takes a long time to build customer surveys and analyze the data.”
• Strategic Problems: “We’re not sure which customers are a churn risk before their renewal date.”
• Personal Problems: “Me, or someone on my team, may lose our job if renewal revenue declines.”

Now, nobody likes talking consequences. So generally, it’s best to lead your buyers to them with questions — not statements. Questions that start by asking:

• What happens if...
• What does this mean for...
• How will that affect...

Bringing It All Together

If your head is spinning with “math” right now, your buyer’s will be too.

While you’ll quickly become fluent in problem statements using this framework, your champion will need some help. So from here, make sure to:

• Put their story to the test. After you’ve drawn out all the component parts with your champion, ask them to play back the story. Is it compelling? Is their delivery confident?
• Write it out for them. Give them something to refer back to during a conversation, and to send around to their team afterwards.
• Develop a problem statement process. Getting the data you need to turn a minor-annoyance into a can’t-ignore mega issue may require some creativity. Here’s a case study on that, below. ‍

[Case Study] “My board definitely needs to see this.”

The breakthrough that let one my past sales teams cross the chasm from $500K, to $5M, in ARR was the process for enabling our champions with a can’t-ignore problem statement.

Here’s the full story.

Creating Context

We sold marketing and fundraising software to nonprofits. CRM, landing pages, payments, email, text, video, all-in-one. For context, our market was the 1.2M nonprofits raising close to $500 B every year.

A portion of this funding comes from foundations. Foundations are organizations that exist to give out large chunks of money to nonprofits called “grants.” These grants are great when you get them, but they’re not sustainable.

For example, a $500K grant needs to be replaced with a wider group of individual donors before it’s fully spent. Otherwise, the nonprofit can’t keep funding their programs and payroll.

When nonprofits don’t raise money from individuals, that’s a problem. Think of it like investing in a startup. If the startup doesn’t find customers to generate cash — aside from raising more venture funding — the investment was for nothing. There’s no revenue to keep the show going.

Collecting the Right Data

I had created a champion out of the Head of Grantmaking at one of the nation’s largest family foundations. They grant out more than $50M to nonprofits every year, and she saw the problem we were solving.

She knew our software could help her nonprofits raise more funding, but buying software for 20 nonprofits would be a significant, six-figure deal — which needed board approval. What’s more, her board had never funded a for-profit company’s software before. Generally, nonprofits are skeptical of for-profits, regardless of their social good.

We were rolling a boulder uphill, and needed a compelling story. We were chatting one day when I said, “This may be crazy. But what if we asked all your nonprofits for their fundraising data, to show your board?”

She was up to give it a shot. So next, I:

• Wrote a three-part email campaign requesting her nonprofits help her out with a survey.
• Signed up for Typeform and built out a simple survey to collect fundraising data.
• Opened up a free Mailchimp account and built out the survey campaign.
• Recorded a Loom video that showed my champion how to upload a list of emails and hit “send.”
• Downloaded all the survey responses a week later and crunched the data in Excel.
• Put together a short, 2-page report for the next board meeting packet.

Crafting the Problem Statement

That report shared this statement: ‍

Every year, at least 200 of the Foundation’s nonprofits raise less than 20% of their annual budget from individual donors, which is costing the Foundation more than $10M in follow-on funding to keep them operational. This means the programs we support are at risk of closing, if we don’t continue to fund them. If that’s not addressed inside this fiscal year, we’ll be unable to allocate this funding to new initiatives outlined in the strategic plan we’re voting on today.

When my champion saw this, she immediately said, “ My board needs to see this .”

Here’s the end of the story.

This paragraph — not a case study, deck, or demo — helped my champion closed the deal.

That deal not only pushed us over quota for the month, it opened up a whole new market segment. We could now point to their foundation, and the 20 nonprofits they brought with them, as one of our customers. That gave us credibility to start engaging with other foundations.

In fact, we hired on a new FTE for our sales enablement team, who built out and perfected that survey process. It became a “free assessment” we gave to every champion in our pipeline.

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How to Write to Problem Statements (Examples Included)

Fahad Usmani, PMP

November 16, 2023

A problem statement is a summary of all the problems you intend to address. It contextualizes the problem(s), provides the details, and defines the research objective to find the solution. A problem statement is a problem-solving method.

A problem statement is crucial for any new business endeavor, research, or project. It serves as a compass that guides the efforts towards a defined goal. A well-crafted problem statement not only helps in focusing efforts but also gets support and resources for the proposed solution.

In today’s post, we will discuss the problem statements and how to write them, and finally, we will see some examples of problem statements. However, before that, let us know the problem statement and when you should write it.

What Are Problem Statements?

A problem statement details the problems the business faces in carrying out its processes, expanding its business, launching new products, etc. It identifies the gap between the current state and the desired state of the process or product.

The problem statement details how the problem impacts your customers, employees, other stakeholders, or the organization .

The information in the problem statement is objectives based on facts and avoids speculation and bias. It explains a challenge that sums up what you want to change. It helps your team members and other stakeholders to focus on the problem.

A problem statement has the following three characteristics:

• It includes the problem details and why the problem must be solved.
• It includes the proposed solution.
• It details how the proposed solution will solve the problem and how you will implement it.

Five Components of a Problem Statement

To write a problem statement, focusing on the five Ws: who, what, when, where, and why or how, can help write an effective problem statement.

Asking these questions will ensure that you cover all the key elements of the problem:

• Who: Who is affected by the problem?
• What: What is the current state of the problem, and what is the desired state of the problem? Alternatively, what is the magnitude of the problem?
• When: When will the problem occur? Alternatively, how long has the problem been going on?
• Where: Where is the problem occurring?
• Why: Why is this problem important or worth solving? 

Ensure you ask the right questions to stakeholders while developing the problem statement.

When Should You Write Your Problem Statement?

A problem statement helps understand the problem and find the possible solution. You can write your problem statement in many situations. 

For example, your organization needs to improve its processes for better efficiency and create a project for this purpose. So, you will write a problem statement to solve the organization’s problems.

The following are a few instances in which you should write a problem statement:

• When you want to clarify the expected outcome
• When you are starting a new project or initiative
• When you are trying to solve a complex problem
• When you are trying to get buy-in from stakeholders
• When you are trying to communicate the problem to others clearly and concisely

A problem statement is a key document that is the basis of the feasibility and cost-benefit analysis .

How to Write an Effective Problem Statement

The following are the key elements of an effective problem statement; ensure you include them while writing the problem statement:

Step I: Provide a Context to the Problem

Before writing the problem, you must provide the context or the background of the problem so the stakeholders can be prepared to understand the problem. 

You can describe the virtual situation that how the system would work if the current problem is not solved before providing the solution and its benefits.

Step II: Explain the Problem

Now, you can explain the problem in detail. You can write about the issue and how it impacts the organization negatively. You can write about what will happen if the organization is left in its current state and the problem is not solved.

You can include attempts by earlies to solve the problem and why they failed. Provide all information you know about the current problem in brief.

Step III: Define Your Objectives

At the end, explain how you will solve the problem. The intention should not be to correct the problem but to find the root cause and solve it once and for all. Explain how the proposed solution is the best course of action.

You must back up your claims with evidence and objective data. Show them how the proposed solution will cost and the financial benefits of it.

You can include the tangible and intangible benefits of the proposed solution.

You can finally conclude the problem statement by summarizing the problem statement, its impact on the business and not solved on time, your proposed solution, and its benefit.

Best Practices for Writing a Problem Statement

To ensure that your problem statement is robust and provides precise information, follow the following best practices:

• Structure your content well, use simple language, and avoid using complex sentences, idioms, and phrases. The statement should be easy to read and understand and should not confuse the reader.
• Don’t explain the problem, and avoid subjective details. Provide objective data and keep the statement as simple and precise as possible.
• Objective data representation doesn’t require much effort to analyze. Make it simple to understand and use graphs if possible.
• After capturing the problem, refine it continuously by analyzing it from multiple perspectives and different points of view.

What Are the Benefits of Using a Problem Statement?

A few benefits of using a problem statement are as follows:

• Clarity and Focus: It helps identify the issue at hand while providing focus and direction to those who are solving the problem.
• Decision-Making Guidance: It outlines the specific problem that needs attention.
• Effort Alignment: Articulating the problem helps align the efforts of different individuals or teams toward a common goal. It ensures that all stakeholders are on the same page.
• Problem-Scope Definition: It assists with defining the problem’s scope, preventing scope creep , and ensuring that efforts are concentrated on the core issue without distractions.
• Measurement and Evaluation: It helps create measurable success criteria. This makes it easier to evaluate the effectiveness of proposed solutions and to track progress.
• Problem-Solving Process Improvement: It encourages a thorough understanding of the problem, thereby enhancing the problem-solving process. It promotes thoughtful analysis and considers potential solutions to improve the process, product, or user experience.
• Communication: It serves as a communication tool , thereby enabling effective communication between stakeholders. A well-constructed problem statement facilitates discussion and collaboration.

Problem Statement Examples

Great problem statements are simple, to the point, and precise. They describe the pain points in a few lines and leave no space for any confusion.

Now, I will give you two examples of problem statements for better understanding.

Problem Statement Example #1

The unavailability of medical facilities in a developing country causes health risks to local populations and severely affects the health of children.

The above problem statement clearly specifies the problem on hand, that is, the unavailability of medical facilities and medicines. Afterward, it explains the negative consequence of the problem if left unsolved.

By focusing on the problem, the stakeholders can find the solution.

Problem Statement Example #2

The company must launch a new product to capture the market for the newly created niche.

Here, the problem specifies that the market demands a new product, so the business must launch its product to capture the market and establish itself.

For example, when Apple launched the iPhone, it was the first touchscreen phone and created a new niche in the mobile segment. Afterward, other mobile phone makers, such as Samsung and Nokia, launched touchscreen mobile phones to capture the market quickly.

As organizations deal with complex challenges, defining and addressing problems through thoughtful problem statements remains a key skill for driving meaningful change and progress.

A good problem statement lays the groundwork for successful problem-solving endeavors. It acts as a roadmap to guide researchers, project managers, and teams toward effective solutions.

I am Mohammad Fahad Usmani, B.E. PMP, PMI-RMP. I have been blogging on project management topics since 2011. To date, thousands of professionals have passed the PMP exam using my resources.

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How to Write an Effective Problem Statement

Published: April 9, 2018 by Rod Morgan

Continuous improvement specialists are challenged to solve problems for their organizations or clients. They have acquired a wide array of tools, methods and techniques for that purpose.

If continuous improvement practitioners are able to establish the winning conditions for change, they can look forward to successful outcomes. However, the devil is in the details, making continuous improvement jobs interesting and challenging.

One of those “little devils” that often gets overlooked is the need to construct an effective problem statement at the start of any improvement project.

What Is a Problem Statement?

Adapted from an article by Alan Bryman in the International Journal of Social Research Methodology : A problem is a statement about an area of concern, a condition to be improved upon, a difficulty to be eliminated, or a troubling question that exists in theory or in practice that points to the need for meaningful understanding and deliberate investigation.

Why Is It So Hard to Write an Effective Problem Statement?

One of the challenges in writing a great problem statement is the distractions that can come from a variety of sources.

• Symptoms associated with the problem add to the confusion when trying to describe a problem. For example, arriving at the physician’s office and stating, “Doctor, I am experiencing pain in the back of my thigh down to the lower part of my leg! I need you to ‘fix’ my leg!” It is only after a thoughtful evaluation that the doctor concludes that your problem lies with your sciatic nerve and originates in your lower back.
• Solutions are often an early consideration when wrestling with a problem. When one is faced with a problem, alleviating that pain as quickly as possible is a natural, almost reflexive, action. It is, however, extremely important to avoid jumping to solutions until a profound understanding of the current state is achieved.
• The search for causes of your pain is a natural reaction that also needs to be avoided when first describing a problem. Establishing root cause will be a part of the ensuing investigative procedure but should be reserved for the appropriate time in the lifecycle of the problem-solving method.
• Blame is also a natural reflex when one is afflicted with a problem. A quote attributed to John Burroughs, American naturalist and nature essayist, may be all that needs to be said on this subject: “You can get discouraged many times, but you are not a failure until you begin to blame somebody else and stop trying.”

In short, a great problem statement must be free of causes, solutions and blame, and careful consideration must be given to ensure symptoms do not become a distraction.

What Is in a Problem Statement?

A problem statement should describe an undesirable gap between the current-state level of performance and the desired future-state level of performance. A problem statement should include absolute or relative measures of the problem that quantify that gap, but should not include possible causes or solutions!

Key elements of an effective problem statement include:

• Gap : Identify the gap (pain) that exists today.
• Timeframe, location and trend : Describe when and where the problem was first observed and what kind of trend it is following.
• Impact : Quantify the gap (cost, time, quality, environmental, personal, etc.)
• Importance : To the organization, the individual, etc. to better understand the urgency.

What Method Can I Employ to Author a Great Problem Statement?

The ability to articulate an effective problem statement is not simply a business skill – it is a life skill. How can children, youth and adults begin to solve problems if they haven’t been able to adequately describe them? This holds true for continuous improvement specialists.

The 5W2H (what, when, where, why, who, how, how much) method is deceptively simple. Ask the right questions in the right order and let the answers lead you to a great problem statement.

Example of Developing a Problem Statement

Let’s walk through the 5W2H method for manufacturing and call center examples.

Question 1 : What is the problem that needs to be solved?

• Manufacturer : Window frames and parts are ending up in the assembly department missing required weep holes or slots.
• Call center : The assessment call is too complex, time consuming and administratively heavy, resulting in a diminished experience for the client as well as the staff member performing the work.

Question 2 : Why is it a problem? (highlight the pain)

• Manufacturer : If identified (visual inspection), the affected parts must be sent back for rework, thereby increasing the overall cost of manufacturing, creating higher inventory levels (WIP) and increasing risk since some of the defects may not be detected until later in the process, or worse, they may end up being incorrectly shipped to the job sites.
• Call center : This results in higher variability and length of call handling time, clients having to repeat their “story” as the move through the assessment and downstream case worker (meeting) process, clients providing more information than may be required, increased workload for the assessment worker and increased wait times in the (telephone) queue. The overall impact is reduced service levels as well as diminished client and assessment worker experience.

Question 3 : Where is the problem observed? (location, products)

• Manufacturer : This problem is observed in the assembly department, downstream departments as well as ultimately in the field with customer complaints and costly field repairs and replacements.
• Call center : This problem is observed in all assessment calls but will vary in magnitude depending on the client (needs and circumstance), assessment worker (experience) and other factors that contribute to variation in the handling of assessment calls.

Question 4 : Who is impacted? (customers, businesses, departments)

• Manufacturer : This problem affects the assembly department that is tasked with trying to inspect for the error and react accordingly, rework occurring in the department/work cell responsible for weep holes and slots, the company as a whole in terms of cost, brand and reputation, and, most importantly, the customer who is affected by this problem if it makes it to the field.
• Call center : This affects the client associated with the call, clients waiting in the queue, client’s families, and the organization and employers in the community being served.

Question 5 : When was the problem first observed?

• Manufacturer : This has been an ongoing issue going back as far as memory serves in the long-term employees, but with increased volume and more customization and higher complexity in design, the impact and severity of this problem has increased rapidly over the last two years.
• Call center : This is a latent problem that has always existed but has become more evident with recent changes, including changes in funding, legislation, demand for services, client demographics and recent integration efforts in the organization as part of their ongoing commitment to continuous improvement of service pathways and client experience.

Question 6 : How is the problem observed? (symptoms)

• Manufacturer : Customer (in-field installation and service) complaints, increased warranty costs, manufacturing non-conformance reports (NCR), complaints from assembly department team and increased costs in fabrication.
• Call center : This problem is observed in the variation in call-handling times, wait times in the telephone queue, call abandon rates, increased stress in front-line staff (workload and client anxiety/dissatisfaction) and ambiguity in call handling protocols.

Question 7 : How often is the problem observed? (error rate, magnitude, trend)

• Manufacturer : There is an observed 62,000 parts per million (PPM) for this specific defect, taking into consideration rework completed in-house and observed defects in the field. The PPM is derived from the number of weeping holes and slots required per unit assembly versus the actual number of deficiencies overall observed for the same number of units.
• Call center : This is a daily operational occurrence but increases in call complexity related to changes in the knowledge base – multiple programs and changes in the environment (client demographics and needs/circumstances, legislation, etc.) – have resulted in an increase in severity and stress on the system.

Think of a problem you have encountered in your personal or professional life, or a problem you are currently tasked to solve. Employ the preceding method of asking seven simple questions and see where it takes you.

Teach this simple and effective method to your friends, colleagues and family. Writing problem statements truly is a life skill and, when employed correctly, will place anyone in good stead to start solving the problem.

About the Author

How to Write Problem Statements You’ll Actually Use

You have your project brief in hand, you’ve met with your client, maybe you’ve even held a productive discovery session with them. You understand what needs to be done and are eager to start ideating toward a solution.

But what about the problem statement?

This may be the last thing your team wants to do. Some may even think writing out a problem statement is old fashioned. And who even uses them anymore?

We’re here to change your mind. 

A well-written problem statement is how today’s most successful teams bring clarity and focus to the problems they face. Learning how to write a good one is a not-so-secret tool for coming up with more effective solutions.

What is a problem statement?

A problem statement is a clear, concise explanation of the problem or challenge you intend to solve. It is meant to give you, your team, and any other stakeholders clarity and focus around the problem. This not only helps you get buy-in from your client, but also makes it easier to prioritize what’s most important — and not get distracted by anything else.

You should write out your problem statement after you’ve done some initial research but before you have begun your work. This will give you the necessary context to create as accurate a statement as possible, while also helping guide your team as you move forward. 

You can either create it as a solo activity or as part of a larger workshop, depending on your circumstances. If you’ve already planned a discovery session, writing a problem statement could be a great way to cap off the meeting and ensure everyone is aligned.

What makes a good problem statement

First and foremost, a good problem statement is anything that helps spur you and your team into action by describing and clarifying the issues at hand.

While this can take many forms — and is often dependent on factors such as the scope and complexity of the problem — the most effective statements typically focus on the root cause of the issue by objectively describing it in as comprehensive a way as possible. The five Ws can be a good strategy for doing this: 

• Who is having the problem? This could refer to individuals, groups, or entire organizations. It is anyone (or anything) that is affected by the problem.
• What is the problem? This can be thought of as the gap that has formed between the current state and the desired state. Try to sketch out the boundaries of this gap and describe the unmet need that exists.
• Where does this problem occur? This could be a geographic location (such as a city or company), a physical object (such as a product), an entity (such as a marketing department), or even a process (such as commuting).
• When does this problem occur? Is there a certain timeframe in which the issue occurs? Is there a deadline by which it needs to be solved? 
• Why is the problem worth solving? This should focus on the importance of fixing the problem. What kind of impact will it make? How will solving it affect customers, employees, and other stakeholders ? In short, what makes a solution worthwhile?

Effective problem statement examples

Good problem statements don’t need to be complicated. In fact, as these examples show, they should be simple and direct. In one sentence, they describe exactly what the problem is, leaving little to no ambiguity about what should happen next.

Note: While some may recommend including a proposed solution in the problem statement, we think it’s best to leave this out. After all, the goal is to get people thinking creatively about their own solutions.

Problem statement example #1

“The lack of access to clean water in rural areas of developing countries is leading to increased incidence of water-borne diseases and impeding socio-economic development.”

This statement clearly identifies a specific problem — the lack of access to clean water — and highlights the negative consequences that result from it: an increase in diseases and a lack of socio-economic development. By focusing on the problem in this way, it provides a clear and concise foundation for any potential solutions. Additionally, the statement highlights the urgency of the issue and the need for action, making it more likely to inspire action and generate interest from stakeholders.

Problem statement example #2

“An employee turnover of 35% in company X is negatively impacting productivity, morale, and profitability.”

Notice how this statement identifies who the problem affects (company X and its employees), what is happening (a high turnover rate), and why it is important (productivity, morale, and profitability). This creates a clear place to focus action and start coming up with possible solutions. What’s more, by calling out the current state of turnovers (35%), it gives a specific metric to improve.

How to write effective problem statements

Writing a great problem statement should be thought of as less of an action and more of a process. You don’t just sit down and write one out (at least, most of us don’t). Instead, you should carefully seek to understand and frame every aspect of the problem at hand in order to capture it as clearly as possible.

Here is a step-by-step methodology you can follow in order to do this.

1. Identify and understand the problem

This can be thought of as the data-gathering stage. It’s when you get out into the field, interview stakeholders, and spend time in the environment where the problem exists so that you can experience it first-hand. Basically, you should be doing whatever it takes to gain as thorough an understanding of the problem as you can so that you can not only identify it , but describe its root causes.

2. Draft the problem statement

Now it’s time to start writing out a statement that is as clear and comprehensive as possible. As you do this, be aware of how you are framing the problem. You want to be careful to avoid any bias and to remain completely objective. Potential issues to look out for include:

• Describing a symptom instead of the root cause. If this happens, go back to your notes to try to uncover why something is happening, not what.
• Presenting a preferred solution. It can often be tempting to write a problem statement in such a way that only one solution is possible. Fix this by looking for ways you can broaden the focus.
• A lack of clarity. This can be caused by trying to capture too many problems at once, or not clearly framing the gap between how the current and desired states. 

3. Refine and iterate

Once you think you’ve captured the problem, don’t stop there. Continue to refine it by analyzing it from multiple perspectives. Would someone not familiar with the stakeholders and their background be able to understand the problem? Would someone from a different field altogether be able to identify the root cause? 

If you haven’t already, this can be a good opportunity to open up the problem statement to other members of your team to get their point of view. Ask them if it matches their understanding of the problem. Try to identify any potential ambiguities. When you’ve reached a point at which the problem lacks an obvious solution and is generating healthy discussion, you’re probably there. 

Templates to help you create actionable problem statements

When drafting your problem statement, there’s no reason to start from a completely blank slate. The following templates can help kickstart the process of drilling down into the root causes, framing the issue, and defining exactly what the problem is:

• 5 Whys Template
• Problem Framing Template
• Problem Statement Template

Define, understand, and solve problems faster

The art of writing problem statements shouldn’t be lost on your team. Learning to create effective statements enables you to get a better understanding of what has caused the problem, who and what the problem impacts, and why it should be solved in the first place. Knowing how to state this in language that is clear, concise, and impactful is one of the best ways to set you and your team up for success.

How have problem statements helped you come up with creative solutions? We’d love to hear how you’ve put them to use — and how you keep using them today.

Learn more about facilitation and how you can succeed at it wherever you are by downloading our Definitive Guide to Facilitating Remote Workshops .

About the authors

David Young

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• Case Study | Definition, Examples & Methods

Case Study | Definition, Examples & Methods

Published on 5 May 2022 by Shona McCombes . Revised on 30 January 2023.

A case study is a detailed study of a specific subject, such as a person, group, place, event, organisation, or phenomenon. Case studies are commonly used in social, educational, clinical, and business research.

A case study research design usually involves qualitative methods , but quantitative methods are sometimes also used. Case studies are good for describing , comparing, evaluating, and understanding different aspects of a research problem .

Table of contents

When to do a case study, step 1: select a case, step 2: build a theoretical framework, step 3: collect your data, step 4: describe and analyse the case.

A case study is an appropriate research design when you want to gain concrete, contextual, in-depth knowledge about a specific real-world subject. It allows you to explore the key characteristics, meanings, and implications of the case.

Case studies are often a good choice in a thesis or dissertation . They keep your project focused and manageable when you don’t have the time or resources to do large-scale research.

You might use just one complex case study where you explore a single subject in depth, or conduct multiple case studies to compare and illuminate different aspects of your research problem.

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Once you have developed your problem statement and research questions , you should be ready to choose the specific case that you want to focus on. A good case study should have the potential to:

• Provide new or unexpected insights into the subject
• Challenge or complicate existing assumptions and theories
• Propose practical courses of action to resolve a problem
• Open up new directions for future research

Unlike quantitative or experimental research, a strong case study does not require a random or representative sample. In fact, case studies often deliberately focus on unusual, neglected, or outlying cases which may shed new light on the research problem.

If you find yourself aiming to simultaneously investigate and solve an issue, consider conducting action research . As its name suggests, action research conducts research and takes action at the same time, and is highly iterative and flexible. 

However, you can also choose a more common or representative case to exemplify a particular category, experience, or phenomenon.

While case studies focus more on concrete details than general theories, they should usually have some connection with theory in the field. This way the case study is not just an isolated description, but is integrated into existing knowledge about the topic. It might aim to:

• Exemplify a theory by showing how it explains the case under investigation
• Expand on a theory by uncovering new concepts and ideas that need to be incorporated
• Challenge a theory by exploring an outlier case that doesn’t fit with established assumptions

To ensure that your analysis of the case has a solid academic grounding, you should conduct a literature review of sources related to the topic and develop a theoretical framework . This means identifying key concepts and theories to guide your analysis and interpretation.

There are many different research methods you can use to collect data on your subject. Case studies tend to focus on qualitative data using methods such as interviews, observations, and analysis of primary and secondary sources (e.g., newspaper articles, photographs, official records). Sometimes a case study will also collect quantitative data .

The aim is to gain as thorough an understanding as possible of the case and its context.

In writing up the case study, you need to bring together all the relevant aspects to give as complete a picture as possible of the subject.

How you report your findings depends on the type of research you are doing. Some case studies are structured like a standard scientific paper or thesis, with separate sections or chapters for the methods , results , and discussion .

Others are written in a more narrative style, aiming to explore the case from various angles and analyse its meanings and implications (for example, by using textual analysis or discourse analysis ).

In all cases, though, make sure to give contextual details about the case, connect it back to the literature and theory, and discuss how it fits into wider patterns or debates.

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3+ SAMPLE Case Analysis Problem Statement in PDF| MS Word

Case analysis problem statement | ms word, 3+ sample case analysis problem statement, what is a case analysis problem statement, components of a case analysis problem statement, how to write a case analysis problem statement, how do you write a problem statement, what makes a good problem statement, what is a problem statement.

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1. define how certain things should work, 2. state the problem and emphasize why it matters, 3. explain the financial costs of the problem, 4. back up the claims and propose a clear solution, 5. highlight the benefits of the proposed solutions, 6. conclude the problem statement.

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How To Write Viewpoint in Case Study (With Examples)

Your goal in writing a case study is to analyze and provide solutions to a problem that a business or organization tackles.

To achieve this, your analysis must be framed from the perspective of someone who can solve your case study’s problem, such as the firm’s Chief Executive Officer, a department director, or a shop manager. The Viewpoint of a Case Study is the portion where you put yourself in the shoes of that handpicked individual. 

In this article, we will present and elaborate on the steps in writing the viewpoint of the case study so you can select whose perspective best suits your case study’s problem.

Table of Contents

What is viewpoint in a case study, what is the importance of the viewpoint of the case study, 1. start by reviewing your case study’s problem, 2. identify the person(s) that you think has the ability and authority to decide and solve your case study’s problem, 3. justify why you have selected that person(s) as your case study’s point of view (optional), tips and warnings, 1. what point of view should a case study be written in.

The Viewpoint or Point of View in a case study indicates the person who has the authority, ability, and expertise to recommend and decide how to solve your case study’s problem. Once you have identified this person, you will assume his/her role in analyzing the problem. Basically, this portion tells the readers that you are viewing the given case in the eyes of your selected person. 

Suppose that your case study involves recruitment issues in a firm. In this case, you can use the HR manager’s perspective as your case study’s viewpoint. The HR manager has the appropriate skill sets and knowledge about the firm’s recruitment process, making him/her qualified to decide regarding this issue.

Most case studies state the individual’s name whose perspective serves as the Viewpoint of the Case Study (e.g., Mr. Juan Dela Cruz ). However, there are also those that just indicate this specific person’s title or position in the company (e.g., Chief Executive Officer ). 

Some case studies use the term “Point of View” or “Protagonist of Case Study 1 ” instead of Viewpoint. 

The Viewpoint is located at the beginning of the case study, usually after the “Statement of the Facts” portion.

People have different perspectives about a particular issue of an organization. For this reason, it is challenging to concentrate or focus our analysis since it can be viewed from multiple points of view. 

For instance, a finance officer may attribute the decline in sales to insufficient funds disbursed to the marketing department. Meanwhile, a sales officer may attribute the same problem to the increasing market competition. This variation in perspectives makes it more challenging to develop the most appropriate approach to analyze the problem.

Limiting the perspective of your case study to the most suitable person makes your analysis more concise and straightforward. There is no need to capture everyone’s perspective since the viewpoint of your selected individual is the only relevant and valuable one.

How To Write a Viewpoint in Case Study?

Writing your case study’s viewpoint is pretty straightforward. All you have to do is to follow the given steps below:

Review and identify in which “field” or “category” your case study’s problem belongs. Say your case study’s issue is about the declining satisfaction level of the firm’s customer service department, as reflected by their recent survey. The category which this problem falls under is apparently “customer service”.

Another example: if your case study’s problem is rooted in how a firm drew flak from the public for its waste disposal mechanisms that have degraded the natural environment around a certain community, then this problem falls under “environment and waste disposal”

Shortlist people who you think can qualify as the viewpoint. Ensure the candidates are involved in the “category” or “field” where your problem belongs. Afterward, determine who is the most qualified to decide for your case. 

Using our previous example, you may select from the following individuals the viewpoint for the problem of the declining satisfaction level of the firm’s customer service:

• The firm’s CEO
• The Director of the firm’s customer service department
• A customer service employee 

All of them can be a suitable viewpoint since they are all involved in the particular category where the problem belongs. However, you should only select one person. If we analyze each individual:

• The firm’s CEO – Although he/she has the highest authority in the firm, he/she might have no specialized knowledge about customer service. Thus, we cannot select him/her as a viewpoint.
• The Director of the firm’s customer service department – This person supervises the entire customer service arm of the company so he/she knows everything about it, including its nitty-gritty processes. This person is the best viewpoint for our problem.
• A customer service employee – Although this person has skill and experience in handling customers’ concerns and queries, he/she has no authority to change something in the firm’s current customer service system. Thus, we cannot select him/her as a viewpoint.

Upon analysis, the most suitable perspective to use for this case study’s problem is that of the Director of the customer service department. 

Once you have figured out the Viewpoint of your case study, you may now explicitly state in your manuscript his/her name and title or position in the firm. 

Explain why you have selected this person by stating his/her role, experiences, and contributions to the firm or organization. 

Some published case studies do not put justification for their selected viewpoint since it is optional. However, it is advised to include one to make this portion more detailed.

Examples of Viewpoint of Case Study

To help you further understand how to create the viewpoint of a case study, we have provided you with some examples that you may use as a reference.

Case Study Problem : The popularity and momentum of Netflix Inc. start to wane as it loses around 200,000 subscribers in the first quarter of 2022, resulting in lower investor confidence in the firm. 

Viewpoint: Reed Hastings, Chief Executive Officer (CEO) and co-founder of Netflix. 

The CEO has the highest authority to decide how to solve Netflix’s problem. He also oversees the entire operation, making him qualified to deal with the problem.

The straightforward example above simply states the name of the selected viewpoint and then his position or title in the company. However, although the example above already satisfies what a viewpoint is, the format used in this example lacks justification. Let’s look at the next example which includes reasons or justification for the selected viewpoint.

Case Study problem: The marketing and publicity department of Solstice Clothing Line decided to concentrate their marketing efforts in the digital realm during the height of the COVID-19 pandemic, which drove their reach and engagement upward in the early quarters of 2019. However, in the last quarter of the same year, the business experienced a gradual decline in its overall engagement levels on its social media handles. 

Viewpoint: The problem needs the expertise of Celine Garcia, the Marketing and Publicity Director of Solstice Clothing Line. She is in charge of assessing the performance of the clothing line’s marketing officers, approving digital marketing content, and evaluating the level of engagement with digital publicity materials. 

This example mentions the name of the chosen person together with her position in the firm. It also explains the reason why she was selected as a viewpoint by stating her role in the business .

Case Study Problem: Paws Corner is one of the largest pet shops in the National Capital Region. It serves as a haven for different types of pet animals until a willing person adopts them. In 2017, the Paws Corner experienced a continuous decline in profit due to the increasing rental and operating costs. For this reason, the business is faced with the dilemma of whether to continue its operations or to close it indefinitely.

Viewpoint: Mr. Lito Cruz, the manager, and owner of Paws Corner, has led the operations of Paws Corner since 2015. He manages the day-to-day transactions of Paws Corner and keeps track of its revenues and expenses. He is a certified animal lover and an entrepreneur at heart. 

The example above stated the most appropriate perspective that must be used for the case study (which is its manager and owner). There’s also an explanation to justify why he was selected as the viewpoint.

• Narrow down your case study’s viewpoint to a single individual . Although a case study can be approached through multiple perspectives, it’s better to limit your case study’s Viewpoint to a single person who can best decide on the problem. This will also make your analysis of the case easier and less complex. 
• If the case being analyzed involves a certain department of an organization, the best viewpoint of the case study is the department head. For example, if your case involves the financial management of an organization, you can select the Director of Finance of that organization as your viewpoint.

Frequently Asked Questions

Since a case study is a form of formal writing, it is usually written in the third-person perspective. Hence, pronouns such as “He”, “She”, “They”, and “It” are generally used in case studies.

• Schweitzer, K. (2019). Writing Business Case Studies for Class. Retrieved 23 May 2022, from https://www.thoughtco.com/how-to-write-and-format-a-business-case-study-466324

Written by Jewel Kyle Fabula

in Career and Education , Juander How

Jewel Kyle Fabula

Jewel Kyle Fabula is a Bachelor of Science in Economics student at the University of the Philippines Diliman. His passion for learning mathematics developed as he competed in some mathematics competitions during his Junior High School years. He loves cats, playing video games, and listening to music.

Browse all articles written by Jewel Kyle Fabula

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Case study Statement of Problem

This case is about a sales supervisor, Debit’s Rondos, having a group meeting with the sales department. The meeting was held to discuss two things, one last week’s performance, and two Debbie handed out a memo outlining a new format for scheduling their calls. At the end of the meeting Debbie discussed the meeting to one of her fellow supervisors, saying she gives them a chance to talk in the meetings but there is never a response. Debbie believes they are either shy or disinterested in her meetings.

Statement of Problem In this case Debbie, the sales supervisor, held a meeting for the four basic meeting purposes, give information, exchange information, find facts and solve problems (296-297) using the leader-controlled approach(p. 297). During the first half of the meeting Debbie discussed last weeks performance. After discussing it she asked if there were any questions, no response. The second half of the meeting Debbie discussed the new schedule for calls, once again no response no ideas.

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The overall problem Debbie is having is the non-responsiveness from her sales department urine meetings.

Solution There are a few ways as to how Debbie can fix this problem. One she can take a second and see if this meeting Is actually necessary to have asking herself “why are we here? ” and having a clear purpose which Is also enabling other pre meeting plans to be developed to support the purpose of the meeting IPPP. Two Debbie could, clarify her expectations of the meeting (IPPP). At the beginning of the meeting Debbie can explain why this meeting was called for and that she Is expecting to give Information as well as hearing feedback from the group. What might be some reasons for participants not saying much at Debit’s meetings? Her department members could feel as though the meeting is pointless and would like to get back to tenet Joss, Tanat to ten department memoirs, tenet Coo Is more Important t.

2. Assume that you are a facilitation consultant. What advice would you give Debbie for encouraging participation in future meetings? If I was a facilitation consultant I would suggest Debbie to make sure she is prepared, that she is asking the right questions during the meeting.

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