Effective Problem Solving Methods Guide
Effective Problem Solving Methods Guide
SUMMARY
1. Definition
2. Situation analysis
3. Problem Analysis
4. Analysis of the decision
5. Analysis of potential issues
6. General synthesis of the method:
2. Situation analysis:
2.1. Definition and concepts
It is the systematic analysis that allows for the identification and monitoring of the different aspects
of the immediate state of a problem.
One can also say that it is the analysis of the immediate state of a situation resulting from a dys-
functioning, of a future threat, of a need for improvement in order to identify objectives
solve the simple or complex problem.
2.2. Objectives:
It is the analysis of a problematic situation based on its fragmentation into parts.
identifiable and manageable.
The situation analysis aims to identify the main concern.
2.3. Method:
1. Identification of concerns
2. Separation of concerns
3. Establishment of priorities
4. Choice of the appropriate process
2.3.1. Identification of concerns
a) Census of elements
b) Detection of a malfunction
Characteristics of identifying concerns:
Divergence: something is not in line with a standard.
future threat: indicators requiring special attention
opportunity for improvement: possibility of achieving better results
2.3.2. Separation of concerns
It is the breakdown of a complex situation into practical and manageable sectors.
a) Identify, exhaustively, the relevant elements of the situation
b) Classify them in
Causes
Symptoms
2.3.3. Establishment of priorities
gravity
What is the importance of the goal affected by this situation?
What is the seriousness of its current influence?
b) urgency
What is the urgency of an action?
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what should be
and 'reality'
The true reason is a well-reasoned choice. Well planned
Final point
established
3. Problem Analysis
3.1. Definition
A problem is the presence of an event that disrupts the normal functioning of an organization.
sation, and for which we design repair strategies; in other words, it is the diver-
emergency compared to normal driving.
3.2. Objective of the problem analysis:
The analysis of the problem aims to identify the real cause of the problem.
Simple problem:
It's a disadvantage of linear configuration that requires no strategy to
see the solution.
Problem
Lack of concentration in a reader
Cause
The music is loud
Action
Lower the volume
Turn off the device
Complex problem
It's a drawback that requires complicated analyses or strategies to be able to
to solve it.
Human problem
Bad morale in a department
Organizational problem
70% of managers' time is consumed in meetings
Production issue
The production has plummeted at the machining workshop.
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What should be
What is
Current situation: render-
non-compliant measurement with the pre-
visions (manifestation of
divergences)
Example: Poor management of the service (cause of the divergence) is responsible for the
decrease in yield (current situation)
Note: the temporary solution aims to address the symptoms of the problem.
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of personal reflections
individual or group consultations with the involved resources
study committees
of reading registers, documents, business manuals.
3.3.2. The specification of the problem
WHERE?
For each element of the 'EST', what is the most DIRECTLY related element?
COMPARABLE which could have the flaw, but does not.
The "is" is the description of the problem as it presents itself.
The "IS NOT" is what should be part of the problem and is not.
Information processing:
Relevant information to be highlighted allowing:
To specify the DIVERGENCE
To highlight the DIFFERENCES (particularities)
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The differences:
For each pair: 'IS', 'IS NOT', what are the PARTICULARITIES
(DIFFERENCES) of each element of the 'IS' compared to the corresponding element of the
IS NOT
A problem often arises after a change or event occurs in
the environment of the problem.
Only the spatio-temporal changes to the problem should be retained.
The changes:
For each PARTICULARITY (DIFFERENCE), what are the changes involved?
us ?
How can each change be a POSSIBLE CAUSE?
In other words:
What are the causes that could be produced by the changes and the differences?
which explain the 'IS' and the 'IS NOT'
How does the cause explain the element of 'IS' and the element of 'IS NOT'?
Approach:
Identify all elements that specify divergence or changes that have occurred
Orientation question
Does this cause explain the elements of the 'IS' or the changes that occurred?
Validation techniques
The experimental analysis
The questionnaire
Statistics
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4. Decision analysis
The cause of the problem being identified, action should be taken on it by choosing the solution.
appropriate action to eliminate this problem.
Category of decisions:
strategic
tactics
technological
operational
What is a decision?
it is a mental process and not a mechanical one
He expresses himself, indeed, in terms of actions with risks.
it is a process based on three phases
define, enter, validate
process the information
to decide
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Decision analysis
It is a logical process comprising several successive steps or phases.
In every decision-making process, there is a degree of subjectivity.
to assume
subjectivity in a positive sense
call to memory, to experience.
Establish objectives:
Description with precision and in writing of the STATEMENT of the decision
Example:
get a means of transport for the family
Is different from
buy a car for my wife
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The comparison of options prepares for an initial decision-making for one or several.
options, needing to be tested according to:
Options deemed unsatisfactory
Information corresponding to the options
On the quality of the options in relation to the criteria
What ACTIONS can we take to DECREASE the likelihood or severity of the consequences?
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The decision having been made, it is now a matter of implementing it through good planning.
cation.
Characteristics of actions
opérationnelles
precise
séquentielles
What are the actions, the steps, the plan, the tasks to be implemented? (an implementation plan)
in a work that can lead to a "PERT"
What are the actions, steps, or critical tasks of the plan?
news
subcontractors
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etc.
Nature of actions:
critiques: compromise the realization of the plan
non-criticizing: do not compromise the implementation of the plan
For each of the critical tasks, what are the potential problems?
Only potential problems with a high likelihood and severity will be retained.
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Assessment of causes
degrees of severity
oHaut (H)
Medium (M)
oBas (B)
degrees of consequences.
oHaut (H)
oMoyen (M)
oBas (B)
Decision analysis
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Second part:
1. Méthodologie
Based on the rational process, in order to solve problems, it is necessary
to use a very specific working method called the 'Processing Methodology of pro-
blèmes ».Cette méthode se caractérise par un certain nombre d’étapes qu’il faut franchir dans l’ordre sans
without skipping or neglecting a single one. This method is widely used today in many
domains.
A PROBLEM
The first route is rarely taken. In business, there is generally a tendency to only deal with
the curative aspect because, it is true, going directly to the solution highlights its
technical skills and creative capacity, we seek to avoid the diagnosis; indeed, for
To carry out this fundamental phase, which is the verification of the cause, one must immerse oneself in
the observation of facts, ant work, humble work at the level of things.
The second journey involves a group work method with the following phases.
explained in the following paragraph.
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etc.
These main tools are useful insofar as they incorporate a rigorous circuit and
a setting where everyone participates and where the role of a Responsible person requires animation and skills
communication.
Several phases ranging from identification to resolution are proposed. This involves proceeding
Indeed at the census, at the choice, at the precise definition of the problem, at its description to ...
search for the causes and select an appropriate solution or solutions in order to implement it
put into action, monitor results, standardize to ensure the permanence of results, ge-
generalize if necessary so that others can benefit...
What is wrong?
1/ Identify the problematic situations (what is wrong) and not the solutions.
the non-quality seen by the customer
The generated non-quality
The lack of quality observed.
3/ Decide:
Sort the selected issues by domain.
Handle simple problems right away
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What is it about?
1/ Describe the unsatisfactory situation, recall the subject and the reasons for its choice ->
Problem expressed and quantified
2/ Describe the satisfactory future situation with words and numbers -> Problem for-
mule
Formulate the client's needs.
State the 'functions' he requests.
Set a quality level for each.
Rédiger en termes d'état, l'insatisfaction, l'objectif, les limites.
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How is it going?
In 3 phases:
Recall the key conditions (see below) and display them
Organization
- Present the theme: write it, display it, and explain it
write them in chronological order
Production of ideas number them as you go
underline the key word
Reject off-topic ideas
Exploitation Group similar ideas
Classify the ideas by sub-theme
The key conditions:
Say it all: variety, diversity
To say as much as possible: quantity
Steal others' ideas: analogies - variants - oppositions
Do not comment, criticize, or censor the ideas expressed.
Participate in a good mood
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-Identifier 3 to 6 families to which the causes may belong; for example: method
the 5 M, steps...
Within these families, possibly identify subfamilies.
Draw the cause and effect diagram.
- Classify them by nature and importance: weighted voting for example, (the causes have a level and
are hierarchical)
Create a validation plan, that is to prepare tests to validate these causes: QQOQCP
Causes = why? and not effects or consequences.
3/ Identify the critical causes -> quality = act and not blame
Those that are at the root
Those that have a significant impact
Those on which action is possible.
Facts, not culprits
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1.3.7. Implement
3/ Act according to the results of the dashboard -> motivation and enriched solutions
Measure the effects of the solution
React in case of deviation or unforeseen events
Monitor the reliability of measurements
Visible results, exchanged and published as a sign of collective action. Accept the lessons.
from the past and integrate them into the solution
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1.3.9. Standardize
Standardize
3/ Install the changes -> by those who make and for them
Integrate them into the processes
Train the actors
Prepare their versatility
Practical and transferable operating procedures. Formalize the necessary and eliminate.
the useless.
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2. Toolbox:
Essential tools
TOOLS
Brainstorming ● ● ●
Data acquisition form ○ ● ●
Simple vote ● ○ ○
Weighted vote ● ○
Graphics ○ ●
QQOQCP ● ●
Cause-effect diagram (M.F.) ● ○
F/T diagram ● ●
Pareto diagram ○ ● ○
Project report ● ●
Progress diagram ●
Recommended ○ Usable
TOOLS
Weighting matrix ●
Pathway diagram ○ ● ○ ○
Logic "is, is not" ●
Cause and effect diagram (M P) ● ○
Multi-criteria diagram ●
Gantt chart ●
Logigram ● ● ○
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TOOLS
Polar diagram ● ○
Euler diagram ●
Event diagram ● ●
Scatter plot ● ○
Box plot ● ○
Frequency histogram ● ○ ○
Scope of the problem ●
Force diagram ●
Decision diagram ●
Arrow diagram ●
CEDAC Diagram ●
ACE diagram. ●
3.1. Definition:
Tool for free and organized creativity that allows for group research and maximum freedom.
to come up with ideas on a given topic or to invent solutions to solve a problem.
3.2. Purpose
Produce a maximum of ideas as a group
2. Facilitate the search for ideas by removing self-censorship.
3. Allow group work
1. Condition
The brainstorming session must be led by a facilitator.
Plan a group of about 6 to 8 people.
Schedule a meeting for about 1 to 2 hours: however, do not limit the duration, the session must
to last until ideas are exhausted
Brainstorming takes place in 3 phases that must remain distinctly separate:
Presentation
oProduction
Exploitation
The operating phase can be carried out by a group different from that of production; in this case, we
inform the participants from the start.
2. Operating rules:
It is essential not to criticize the ideas put forward.
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The plundering of others' ideas and the association of ideas are recommended.
It is important not to self-censor or have preconceived notions.
The goal is to state as many ideas as possible.
Initially, everyone speaks in turn and expresses one idea at a time, then in a second phase,
It is important to allow free speech.
3.2. Production
1. Procedure:
Each participant, in turn, states a single idea per round that the facilitator
registered on the board (or says 'I'm passing')
To exploit the ideas put forward by the association to generate others.
Everyone notes the new ideas suggested by those expressed by others. They ex-
takes the floor in turn
When the production of ideality occurs, one can allow free speech.
The end of the production phase occurs when the ideas are paraphrases of what has
was said beforehand
3.3. Exploitation
8. Deepening
Reformulate or clarify vague or unclear ideas
Elimination:
eliminate ideas without exploitable links to the subject matter
Eliminate redundancies or different formulations that have the same meaning.
10. Ranking by family and selection of ideas:
Select the most interesting ideas
Group ideas of the same nature and classify them by family or theme
For prioritization, possibly use other tools for selection and choice.
ideas (multi-criteria matrix, weighted voting...)
Possibly elaborate a work program to arrive at a solution
Produce many ideas in a short time
12 Organizational Simplifications
Encouraging creativity and the emergence of new ideas
14 encourage the expression of each participant
15 contribute to group cohesion
16 necessities of prior training for the facilitator in the use of this tool
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4. THE QQOQCP:
4.1. Usefulness of the tool:
It allows for research on an issue, in order to better understand it.
A poor definition of a problem is already 50% of the solution.
It can also be used to define the terms of implementing an action plan. It helps to avoid forgetting in
Action is an essential element for the success of the project.
It is a tough quiz variant around six specific questions.
WHY?
WHAT? What are we doing? Why do we do it?
WHO? Who does it? Why this person?
WHERE? Where do we do it? Why there?
WHEN? When do we do it? Why at that moment
COMMENT? How do we do it? Why this way?
4.3. Method
Clearly specify the objective of the working session to the participants:
Researching information on the issue
Implementation of an action plan
Recall if necessary the brainstorming rules, which apply in their entirety to this session.
of work.
Systematically address the six questions, one after the other.
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When? When will the plan be implemented? After which authorization can we
start?
How? How are we going to proceed to be the most efficient?
Why? The answer to this question is essential to verify all the hypo-
theses and be convinced that the proposed plan is realistic.
Note all the ideas for each of these keys, then discuss them in a group to define clearly
specify the work plan of each participant.
Write a summary report of the actions to be taken by each participant. This report allows for
Everyone should know their role in the group, as well as that of the other participants.
Check with each participant that they are able to provide the information or answers.
sought, or to carry out the action entrusted to it.
Hold this subject as a starting point for the working group's activity.
Prepare a welcoming and comfortable meeting room where no one will be disturbed. Also plan for the
material necessary to display the works in the form of readable panels accessible at all times
refer to it. It is a battle plan that we build: we must take all the measures to ga-
gner.
Display the brainstorming rules and do not hesitate to remind them if necessary.
Do not limit the duration of the session: it should lead to the targeted objective of the work plan.
5.3. Method
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Examples
Single-entry tables:
REJECTED PIECES
Lines of
WEDNESDAY NIGHT
Production
A 18 7 3 17 14
B 9 7 5 2 6
C 12 17 8 4 19
D 16 15 9 12 13
E 7 10 11
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6. Compatibility matrix
6.1. But
Prepare the decision on the occasion of the choice
of a problem
ooud’unesolution
instead of an action to be taken
considering the selection criteria:
Imposed constraints
Objective to achieve.
Functions to be fulfilled
6.2. PROCEEDINGS:
lister les critères : Contraintes imposées, objectif à atteindre, fonctions à remplir
Establish the list of problems, solutions, or actions to be undertaken among which to make a
choice
Draw a two-entry table:
one line for each selection criterion.
One column for each problem, solution, or action.
In each box note:
It has compatibility with the criterion.
there is an incompatibility.
If it is not possible to decide.
Nothing if there is independence.
Total the lines and decide.
Example 1:
Criterion
Accessibility Motivation relevance Σ
Problem
No. 1 ? + + +
No. 2 + - - -
No. 3 - + - -
No. 4 - - ? -
No. 5 - ? ? ?
In this example, it is problem No. 1 that would be chosen.
Example 2:
Long-distance logistics for perishable goods:
CRITERIA train boat ca-
mion
Cost: less than + - +
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Security + - ?
Speed (over 200 km/h) + - -
Food preservation + ? +
Apart from the Train response, which positively meets all the criteria, the choice among other means
The transport will depend on the relative importance - weighting that will be assigned to the different criteria.
EFFECT
the working group must have identified the problem and conducted a brainstorming session to seek all the
possible causes concerning the problem.
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PROBLEM
(EFFECT)
DIAGRAM
+ CLASSMEN
T (THE M)
CAUSES–EFFECT
(QUALITATIVE)
BRAINSTORM
(CAUSES
POTENTIAL
7.3. Method
Identify the problem in terms of effect. For example, the alteration of a product.
Draw the problem in a frame, then draw a horizontal arrow whose tip reaches the side.
left of the frame. This is the main arrow.
Group the potential causes into family, the five Ms.
Trace the secondary arrows corresponding to the number of families of potential causes identified, and
connect them to the main arrow.
Identify each secondary arrow by the name of one of the families of potential causes.
Write on small arrows the causes associated with each of the families. All causes must be
retained, and this without exception.
Check that all potential causes appear on the diagram.
The diagram is complete. It is now necessary to look for the real causes of the identified problem.
One can replace the five M with other families whose names are more in line with the vocabulary.
used in the company.
Similarly, one can use only three M if that is sufficient, or even increase the number of fa-
thousands if this is necessary.
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Leave the diagram displayed in the group's workspace until the next meeting, with the
instruction that each participant can add other causes that come to mind. It is a
way to enrich the diagram as ideas emerge.
8. PARETO DIAGRAM:
The Pareto diagram is presented in the form of a bar graph drawn from its two
perpendicular axes: the horizontal axis indicates the elements constituting the subject being addressed, and the vertical axis the
data concerning each element using the same unit of comparison. Generally, this dia-
the program is complemented by a cumulative curve of the data.
The working group must have access to data acquisition forms concerning the entire set.
elements constituting the subject to be addressed, expressed with the same unit of reference:
number of observations,
non-conformity name
number of defects,
number of defective units
cost of defective units, etc.
8.3. Method
check that all elements constituting the subject being discussed are expressed with the same unit of reference
if not, review the data acquisition sheets comparing oranges and lemons is
possible with a Pareto diagram, provided that they constitute the elements of a whole expressed
with a common unit of measure
identify the period covered by the source of information this point is important when one wants to
compare and measure an evolution over time
summing all the elements for the relevant period is possible, since they are all ex-
primed with the same unit
on graph paper, draw a horizontal axis and divide it into equal segments corresponding to
number of elements concerned by the subject
draw on the vertical axis the scale of measurement that will allow for recording all the data, starting from the
greatest value and total sum of observations
rank the data of each element in descending order by indicating them with the numbers 1, 2, 3
etc.
list the elements in this order on the horizontal axis under each line segment.
Trace, for each element, the data obtained using the vertical axis scale. If all the elements-
Comments are classified in descending order of importance, the height of the columns should decrease accordingly.
as we move along the horizontal axis. When all the elements are drawn, the bars constitute
the Pareto diagram
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Draw a second vertical axis on the far left of the diagram and divide it with a scale.
maintains the cumulative sum of all data ranging from 0% to 100%
Plot the cumulative sum of the data, expressed as a percentage of all the analyzed data over time.
and as the elements accumulate. The last element must indicate 100% of the total.
all the data.
The plot of this curve must be a continuous line that allows, starting from the 50% point, to identify the
elements constituting the important part of the problem that it would be desirable to analyze in more detail.
Never lose the information regarding low contributions. They can be low - even
even very low in frequencies - but, analyzed in terms of costs, to shift the entire classification
obtained information.
A Pareto diagram can lead to the creation of another Pareto diagram highlighting
It is a major cause, also explaining 80% of the element considered. Do not hesitate to outline this
second diagram: it can convince more than the first and serve as a guide to orient
action plan.
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%
100..
80
75%
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A B C D E F
Flaws
9. Simple vote:
9.3. Method.
Present each topic in turn and ensure that each participant understands well.
the importance of the subject. Do not hesitate to rephrase the title of the subject if it is confusing.
Discuss in groups the pros and cons of each subject. Never criticize a topic.
Vote individually on five topics, identifying the topic numbers.
Record the votes obtained in the table once all participants have made their choice.
Count the number of votes for each topic.
Identify the subjects that received the highest number of votes.
Retain the six or eight topics that received the most votes.
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It can also be used, without subject pre-selection, when the number of subjects proposed by the group of
work does not exceed twenty.
The recommended matrix for weighted voting is presented in the form of a two-entry table:
The pre-selected topics,
The names of the participants.
10.3. Method
Enter the pre-selected topics in the vertical boxes of the table, then in the horizontal boxes
the initials of the participants.
Present the shortlisted topics in turn and ensure that each participant understands them well.
the importance of each selected topic.
Vote individually on three subjects by granting:
3 points for the most important topic
o2 points for the subject ranked 2eposition.
1 point for the subject ranked 3eposition.
The score obtained for each subject should highlight the most important subject for the group.
vale.
Record the points obtained in the table, when all participants have made their choice.
Count the number of points obtained for each subject
Identify the subject that achieved the highest number of points.
Retain this topic as a starting point for the group's activity.
Weighted vote
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Statement Ranking
Thickness in mStripping Name Thickness. (mm)Number. % %
Sheets Cumulative
9.7 X II 7 10 31 26.96 26,96
9.8 XXX 15 10.1 22 19,13 46,09
9.9 XXXX 20 9.9 20 17.39 63,48
10 XXXXXX I 31 9.8 15 13.04 76.52
10.1 XXXX II 22 10.2 14 12,17 88.69
10.2 XX IIII 14 9.7 7 6.09 94.78
10,4 XI 6 10.4 6 5.22 100
Total / 115 Total 115 100 /
Graph in
Histogram sectors
Tolerance Infe-
laugh 19,13
Super tolerance
laugh 26
96
17.39 6.0
9
5.22
13,04 12.1
12.3. Method
Recall the problem and its consequence
Draw a table with three columns:
Elements of the problem
oEst,
It is not
Use the QQOQCP method to research facts. This approach allows you to ask all the questions.
necessary actions to obtain facts.
Record in the columns 'is' and 'is not' all the information we have at the moment.
analysis.
Define the problem based on this information.
Update the table as new information allows for better definition.
the problem studied.
Its use is strongly recommended when it comes to determining a decision-making process that
varies according to several criteria.
Le logigramme se présente sous forme d’un réseau de symboles conventionnels réunis entre eux par des
arrows.
The group must have at its disposal a procedure or instruction defining the realization process.
the action of an activity.
The construction of this tool may be the result of the group's creativity, with a view to building a methodology.
work guide to standardize a situation. The group then creates a decision-making process.
13.3. Method
Define and standardize the symbols that will be used by the group to build the flowchart and the affi-
dear in the workroom
Draw the flowchart from the existing procedure or instruction. In this case, it allows to
understand the logic of the decisions at each stage of the document. If this document does not exist, it is necessary to
create the organizational chart from observation.
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Analyze the flowchart in terms of the sequential logic of actions, sources of information,
questions raised and decisions or actions that follow.
Identify the points that:
They are not clear,
they are not respected,
They pose problems,
They seem useless, etc.
Draw the flowchart that seems simple and logical to you. Be careful, it may seem logical to you. Is it
Is it true for those who will have to use it? It needs to be verified.
Indicate the starting point and the endpoint of the flowchart.
Give a name to the flowchart.
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Is an action
Preferably use an action verb or the name of
Rectangle the operation in the process.
Is a question
Diamond She guides the following actions based on the re-
? ponse.
The arrows indicate the direction to follow according to the re-
(A) o
Is a document that results from the action or that
Rectangle (B is necessary to carry out the action.
wavy at the Result of the action
base (B) Necessary for action
1 3
It is a choice of use between the options
available.
Circle Dans ce cas, 4 options sont possibles pour
carry out the action.
2 4
THE SYMBOLS OF THE LOGOGRAM
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Cause A
Step 1
Cause B
Step 2
Cause C Cause D
Step 3
Cause F
Cause E
Step 4
Cause G
Step 5
EFFECT
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PROBLEM
EFFECT
DIAGRAM
PROCESS RANKING CAUSES EFFECT
(STEPS) (QUALITATIVE)
brainstorming
(POTENTIAL CAUSES)
14.3. Method
Identify the problem in terms of effect. For example, a non-compliant part detected by an operator.
Frame the problem, then draw a vertical arrow whose tip reaches the upper part.
frame face. This is the main arrow.
On this arrow, build as many boxes as there are steps (or workstations) in the process.
since the stage at which the problem was detected and the first stage of the process.
Draw the secondary arrows at the different stages of the process as causes arise.
assumed are identified by the participants of the working group. All causes must be kept
us, and this without exception.
Check that all potential causes appear on the diagram.
The diagram is completed, it is now necessary to investigate the real causes of the identified problem.
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