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Decision Making and Problem Solving · 3 min read

10 Steps to Solving Problems at Work

Learn a clear ten-step method for problem solving at work: collect facts, define the gap, trace causes, plan action, monitor results and refine to hit goals.

Chris Farmer, Founder of Corporate Coach Group

“Follow this ten-step loop to solve problems at work: gather facts, name the gap, break it down, trace causes, involve key people, map events, count resources, write a plan, act with care, then check results and repeat until the gap closes.”

Chris Farmer — Founder, Corporate Coach Group

10 Steps to Solving Problems at Work

10 Steps to Solving Problems at Work

Ten steps to successfully solving problems in the workplace:

  1. Get the facts.
  2. Define the problem.
  3. Find the structure of the problem.
  4. Find the origin of the problem.
  5. Identify the main players.
  6. Determine the chronological sequence.
  7. Assemble resources available.
  8. Formulate a corrective plan.
  9. Intelligently implement the plan.
  10. Monitor the impact and return to step one.

1. Get the facts.

Before you invest time and effort, get the facts.

Many problems that people talk about, are imaginary. It is important not to waste time on imaginary problems.

Sherlock Holmes quote: "It is a capital mistake to theorise before one has data. Insensibly one begins to twist facts to suit theories, instead of theories to suit facts."

2. Define the problem.

When we are sure that the problem is real, then our next step is to define the problem.

The problem is the gap that exists between "the current situation", and "the desired situation". Our definition should include a full description of both.

The solution to the problem is finding how to bridge the gap.

3. Identify the structure of the problem.

Every problem is composed of subset parts. Analyse the problem and break it down into its subset parts.

It is mentally much easier to deal with a number of smaller problems, by taking many smaller steps, than to solve the problem, in a single giant leap.

4. Identify the origin of the problem.

Everything has origins. If we want to understand a problem, we investigate its origins. Where, when and how did this problem start?

If we know the problem's origins, we may gather some valuable information on how best to tackle it.

5. Identify the main players.

Work problems always involve people. We need to know who are the main players?

Who did what? And what were their intentions?

We need to understand how each person contributed to the problem and/or how they might contribute to the solution.

6. Identify the chronological sequence.

It is important to understand the chronological sequence of events. Effects never precede causes. We need to uncover the sequence of causes and effects.

If we accidentally invert the order and our understanding of events is wrong, ie whenever someone has in mind a mental model that looks like this: EFFECT -> -> CAUSE, then their understanding is wrong and a solution to the problem becomes impossible.

Consequently, it is vital we have the right chronology.

7. Identify the resources we have available to bear on the problem.

Every action requires resources. Therefore, our action plan will require we assemble physical, financial, technological and human resources.

We need to know what resources we can count on.

8. Formulate a corrective plan.

With the information gleaned in the previous steps, formulate a detailed written plan of action.

The plan is our first theory of how we will bridge the gap between our current state and our desired state.

The plan must be written, detailed, and quickly communicated to all those who need to know.

9. Intelligently Implement the plan.

Theory must be applied. If a good plan is improperly implemented, it can still fail.

Our plan is a theory that must be implemented in a steady, intelligent, systematic and effective way.

10. Monitor the impact and return to step one.

Nothing is perfect. So our plan will not be perfect, and neither will be its implementation. Therefore, the chances are high that the problem will not be solved on the first attempt.

However, we should observe an improvement in the situation. The problem will be reduced, but not yet eliminated. Therefore, we return to step one.

We repeat the process until the gap between the current state and the desired state is closed, to a degree that lies within acceptable limits.

Then we can justifiably say, "Problem solved!".

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Our in-house Problem Solving training course will give your staff the knowledge and confidence to handle problems successfully.


Problem-solving process

In business, the problem-solving process is a step-by-step method that starts with facts, studies causes, plans and puts actions in place, and checks results. It runs in a loop until the gap between what is happening now and what should happen is closed.

CG4D Definition

Context: Business
Genus: Process

  • Uses a clear, ordered set of steps
  • Relies on facts and cause analysis
  • Creates and carries out an action plan
  • Loops through monitoring and refinement

Article Summary

Follow this ten-step loop to solve problems at work: gather facts, name the gap, break it down, trace causes, involve key people, map events, count resources, write a plan, act with care, then check results and repeat until the gap closes.

Chris Farmer, Founder of Corporate Coach Group

Written by Chris Farmer

Founder & Lead Trainer, Corporate Coach Group

Chris Farmer is the founder of the Corporate Coach Group and has over 25 years experience designing and delivering leadership and management training across both the public and private sectors. His programmes are structured, practical and built around real-world performance. Read more about Chris and the story of how the Corporate Coach Group was founded.

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Key Statistics

The World Economic Forum Future of Jobs Report 2023 states that analytical and creative thinking will be the most sought-after skills by 2027, with 73% of firms rating them as very important.

McKinsey’s Global Problem-Solving Survey 2024 found that teams that follow a set problem-solving method are 3.6 times more likely to hit project goals on time and within budget than teams that do not.

Frequently Asked Questions

Common questions about this topic

Gather the facts first. Check if the issue is real by using data, events and witness views. This avoids wasted effort.
State the gap between the present state and the desired state. Describe both sides in measurable terms to guide decision making.
Smaller, linked tasks are easier to grasp and act on. Step-by-step work builds steady progress and keeps people motivated.
Tracing the origin and timeline of events reveals root causes. This stops symptom fixes and guides lasting solutions.
They are people who caused, felt or can fix the issue. List each person, their role and intent to plan their input.
Write the plan, add clear steps, times, resources and owners. Link each action to the gap and share it quickly.
Few plans work first time. Checking results shows gaps left, so you loop back, adjust actions and close the performance gap.

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