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Top 10 Problem Solving Templates with Samples and Examples

In today's competitive business world, excelling at problem solving is crucial for achieving success. A recent study by McKinsey has shown that companies that are skilled at problem solving tend to outperform their peers in terms of revenue growth and shareholder returns. In fact, the top quartile of problem-solving organizations achieved 50% higher revenue growth and 33% higher total returns to shareholders compared to the bottom quartile. Therefore, it's clear that mastering problem solving is essential for any business to thrive.

Finding effective solutions to business challenges, however, can be daunting. That's where SlideTeam's Problem-solving Templates come in to provide a step-by-step approach enabling you to break down complex issues into manageable parts and develop effective solutions. We offer a range of templates, including SWOT analysis, Fishbone diagrams, and Root Cause Analysis, that will equip you with the tools you need to tackle any business problem.

Problem-Solving Templates

If you're tired of struggling to find solutions to the challenges your business faces, explore these Problem-Solving Templates. Don't let obstacles hold your business back – try our templates today and take your business to the next level.

Let’s begin.

Template 1: Organizational Problem-Solving Tool PowerPoint Presentation

For an organization, problem-solving is required in all its operational aspects-right, from planning, controlling, marketing, and manufacturing to managing financial aspects, products as well as customers. This PPT template presents slides that enable an organization to analyze information across all its operations and departments and identify problems and then solve these problems. This editable PPT Template enables an organization to plan its progress path by allocating the right people and resources to solve problems.

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Template 2: Problem Solving Approach Business Organizational Analysis Assessment Systems

This editable PPT Template with its attractive graphics and design, enables any business to adopt the right approach to problem-solving. The template enables any organization to analyze different approaches like three-phase approach, collaborative approach, strategy-based approach, etc.

Template 3: Sample A3 Problem Solving Report Collection of Quality Control Templates PPT Diagrams

This easy-to-use PPT template helps organizations solve problems related to quality control. Using this template, an organization can identify the root cause of the problem and the background of the problem and formulate a plan of action to solve the problem. It includes sections for the current situation, checking, acting, and rectifying the errors.

Template 4: Sample A3 Problem Solving Report

This customizable and readily downloadable PPT template enables an organization to solve problems that are reflected in quality assurance reports. Any business can identify a quality-related problem, its background, its cause, as well as other aspects of the problem and then find the best solution to the problem using this template.

Template 5: Optimizing Transformation Strawman Proposal

For any organization, it is important to achieve operational efficiency. However, several issues are often faced when it comes to the operational aspects of a business, and identifying these is mandatory for an organization. Using this PPT Template, an organization can analyze its operational problems and discuss in detail how technology can be used to solve the problem and bring about a transformation that can help to enhance operational efficiency.

Template 6: Collaborative Problem Solving and Assessment Approach

This PPT template, available for instant download, helps an organization to use a collaborative problem-solving and assessment approach to analyze problems related to new products, technologies, ideas, etc., and adopt the best practices to solve the problem.

Template 7: Situation Complication Resolution Framework for Problem Solving

This attractive PPT Template, with its colorful graphics, enables an organization to adopt the framework model to solve a problem. This model enables any business to analyze the current situation, identify the complications associated with the situation, and then find the solution or the best way to resolve the problem.

Template 8: Five-circle Arrow Process for Problem Solving

This adaptable PPT template, with its attractive design, provides a five-circle arrow process for solving problems related to any aspect of the organization. Using this PPT template, an organization can define a problem, generate new ideas to solve the problem, evaluate and select solutions and implement and evaluate the solutions to ensure that the problem gets solved in the most optimal manner.

Template 9: 3-Step Process of Problem-solving Analysis

The process of problem-solving is not always easy because, most of the time, a business fails to identify the problem. Using this customizable PPT Template, a business can adopt a 3-step approach to problem-solving. With the help of this template, an organization can implement the stages of problem identification, problem analysis, and solution development to solve the problem in the most effective manner.

Template 10: 6 segments of problem-solving model

This PPT template presents 6 steps to solve a problem that an organization may face in any of its operational aspects. This PPT template is easy to edit and enables any business to adopt the stages of defining a problem, determining the root cause of the problem, evaluating the outcome, selecting a solution, implementing the solution, and developing alternative solutions. This model, when adopted by an organization, enables it to find the most optimal solution to the problem.

The Final Word

Every problem is a gift - without problems, we would not grow." - Tony Robbins. This quote highlights the importance of embracing challenges as opportunities for growth and development. When businesses approach problem-solving with a positive mindset and a willingness to learn, they can turn even the most challenging situations into valuable learning experiences.

Now that you know how using problem-solving templates can assist you in streamlining the entire process, it’s time to download these templates and get started.

FAQs on Problem-Solving

What are the 7 steps to problem-solving.

A business, during its operations, may face several problems that need to be solved so that the problem does not impact the organization in an adverse manner. However, to solve a problem in the most efficient manner, a business must adopt a seven-step approach to problem-solving. These steps include:

• Identifying the problem.
• Analyzing the problem.
• Describing the problem and all its parameters.
• Identifying the root cause of the problem.
• Developing solutions to solve the problem.
• Implementing the solution that seems to be the most effective.
• Measuring the results.

Why is problem-solving important?

Problem-solving enables an organization to handle unexpected situations or face challenges that it may face during its operations. For every organization, problem-solving is important as it enables the organization to:

• Identify activities, processes, and people that are not working in an efficient manner.
• Identify risks and address these risks.
• Implement changes when required.
• Enhance performance and productivity.
• Innovate and execute new ideas.
• Make effective decisions.

What are the five problem-solving skills?

Problem-solving is not an easy task, and any consultant in the organization who works to solve problems needs to exhibit some specific skills. These skills include but are not limited to:

• Creativity that enables the consultant to assess and analyze the problem from various perspectives to come up with the best idea.
• Communication to ensure that the problem and its solutions are easily communicated with others in the organization.
• Teamwork so that everyone in the team can work to solve the problem.
• Critical analysis to think analytically about a problem and solve it in the best manner possible.
• Information processing to process and analyze all information that is associated with the problem.

What are the 4 steps of problem-solving?

Problem-solving needs to be carried out using a series of steps that include:

• Identifying and analyzing the problem so that its cause is known.
• Planning and determining how to solve the problem by finding various solutions.
• Implementing the chosen solution to solve the problem.
• Evaluating solutions to know whether the problem has been resolved or not. 

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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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10 Free Problem Statement Templates in Word & ClickUp

Praburam Srinivasan

Growth Marketing Manager

June 17, 2024

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No matter what your position title is, solving problems is likely part of your job description. From project managers to IT team leads to administrative agents at government organizations, we all have to address issues that threaten to derail our objectives.

One of the best ways to achieve success is to have a process in place to identify and respond to potential risks. Many business owners and managers choose problem statements as an effective option. These tools highlight existing problems, offer context, and are designed to generate discussion for solutions.

Here, we’ll explain what problem statement templates do and discuss when to use them. Plus, we’ll show you what to look for when choosing one and share 10 free problem statement templates to use in ClickUp and Word. 👀

• What is a Problem Statement Template? 
• What Makes a Good Problem Statement Template? 

1. ClickUp Customer Problem Statement Template

2. clickup root cause analysis template, 3. clickup a3 action plan template, 4. clickup remediation action plan template, 5. clickup after action report template, 6. clickup report work incident template, 7. clickup incident response report template, 8. clickup it incident report template, 9. word problem statement template by sample.net.

• 10. Google Docs Research Problem Statement Template by Template.net

What is a Problem Statement Template?

A problem statement is a project management tool that describes an existing issue that needs to be solved. It explains the current status, lays out a desired solution, and analyzes the scope of the process required to reach the end goal.

It’s a process tool that encourages creativity when developing potential solutions to issues, rather than highlighting a specific solution.

A problem statement template makes it easier to compile the necessary information and present it to relevant team members. That way everyone on the project knows the goal and can play a part in creating a road map to solve the problem. 💡

Here are four key elements of a problem statement:

• Current status: Briefly explain the current problem as succinctly as possible and outline a statement of work blueprint
• Ideal goal: What would the situation look like without the existing problem? Describe what your end goal is in finding a viable solution
• The reason it matters: Analyze how the problem affects different team members and the company goals . Also, determine the consequences of not addressing the problem
• Proposal: A problem statement doesn’t have to list solutions. Instead, focus on providing context for research so the team can develop answers creatively

What Makes a Good Problem Statement Template?

Not all problem statement templates are created equal. You want to choose one that briefly explains the problem, highlights the end goal, and offers room for creative discussion.

A good problem statement template will:

• Start with a goal: Give your team an objective to aim for. Highlight multiple outcomes and provide context for what an ideal solution will be using an effective problem statement template
• Explain the specific problem and current state : A good problem-solving template will highlight how the issue prevents you from reaching the stated objective
• Identify knowledge gaps: You can’t find a solution if you don’t have all the relevant data. Use the template to describe what information you’re missing and what data you need to come up with possible solutions
• Avoid proposing a specific solution: The goal here is to generate ideas and creative discussion. There’s more than one solution to a problem, so instead of laying out one solution, offer a framework for coming up with answers and ideas

10 Problem Statement Templates to Use in 2024

Problem statements take time to draft, especially if you’re using them repeatedly as part of your workflows. To cut down on time creating these useful documents, turn to problem statement templates.

These handy tools make it easy to outline the problem and turn it into actionable insights while getting input from your team.

Ready to start improving your processes? We’ve gathered 10 of the best problem statement templates to streamline how you respond and adapt to issues. From incident reports and remediation plans to addressing customer problems, you’ll find what you need to address issues that matter at your company.

Here are the best problem statement templates to use whether you work in IT for the government, run a small product agency, or head human resources at a midsize firm. 🛠️

Use ClickUp’s Customer Problem Statement Template to identify common customer issues to develop products and services that better address you customer’s perspective and needs. Fill in the customer profile section to keep track of different audience needs.

Next, break down what that type of customer wants, and what roadblocks prevent them from their goals during the customer journey . Be sure to give context on why those pain points are present—as well as a proposed solution.

Create new pages for each problem and share each one with the relevant team members. Generate tasks to break down the teamwork based on department, and use the different ClickUp views to keep the team on schedule and monitor results across problem statements. ✅

Before you can lay out a road map to success, you need to anticipate the root cause of a problem. Create a concise problem statement and improve your decision-making process by using the Root Cause Analysis Template from ClickUp .

This problem statement template breaks the bigger problem down into a list of issues, making them easier to assign to various team members. It’s an effective tool for predicting issues and laying the groundwork to prevent them from derailing a project.

Use the nine custom fields to draft problem statement examples and tasks for the team to tackle. Add priority to the most pressing issues, and hop into the Needs Action view to see what’s in progress and to track issues that still need to be addressed.

As a project lead , an action plan is your best friend. It highlights stakeholders, provides a roadmap to success, and offers metrics to gauge performance.

With ClickUp’s A3 Action Plan Template , map out long-term projects while staying organized and improving productivity. When using this problem statement template, start by brainstorming to identify and define your business problem statement.

You can collaborate with other team members through ClickUp Docs . After this step, you can gather data, develop a solution, and then create an action plan.

With the view types in ClickUp’s problem statements, you can monitor goals, timelines, and action steps. Plus, the four custom fields let you manage tasks with breakdowns by department, complexity, progress, and type. 📝

Create an action plan for corrective action using ClickUp’s Remediation Action Plan Template . From ideation and methodology processes to execution and integration in workflows, this template makes it easy to come up with solutions for even the most complex problems.

Use the template to identify remediation steps and to automate assigning the tasks to the relevant team members. Assess risk levels, and add priority tags to tasks that need to be addressed immediately.

Develop an action plan by using custom fields for each risk, and track progress using ClickUp Checklists . These to-do lists populate within the task, making it easy to break down repetitive tasks and incorporate company procedures in your remediation workflows.

Whether you’re midway through a long project or one has just wrapped, you need to assess the process and make adjustments for the future. The After Action Report Template from ClickUp is useful in determining what went well, deciding what needs improvement, and generating new workflows to streamline the process.

This simple one-page template highlights project participants, the basics of the project, the project scope, and results based on project data.

Incorporate this template into your workflows as part of a review step. The template is an excellent tool when preparing for employee reviews since it lists the actions they took and documents the overall team workflow. Use this tool to evaluate how well your workflows performed and if anything broke down during the process.

The ClickUp After Action Report Template also helps you celebrate team success. While it’s easy to focus on what went wrong, this template highlights things that went well and team members that performed .

You can emphasize areas where employees avoided budget issues, overcame resource management issues, and adjusted their workflows to keep the project on track. 🌻

One of the biggest project management challenges is managing safety and correctly recording workplace incidents. With ClickUp’s Report Work Incident Template , you can gather incident reports and compile mitigation procedures in one easy-to-access space.

In the task card, collect information about a specific incident, and choose from 13 custom fields—including basics like the date of the incident, parties involved, and location. If the local authorities were involved, you can add information on officer contact information and police report filing details.

In addition to recording the pertinent information, you can suggest a corrective action to improve the processes and prevent a repeat incident.

This template also features seven different view types, so you can get the information you need at a glance. For example, the Incident Report Summary view is excellent for getting a quick overview of what occurred.

The Progress Board and Reports views keep you on top of solutions and how things are getting worked out.

With the Incident Response Report Template from ClickUp , it’s easier than ever to identify threats, draft steps to address the risk, and develop insights from the incident response process. The template includes a simple step-by-step approach to creating an incident report, including sections for risks, next steps, containment, eradication, recovery, and lessons learned.

With this template, report existing incidents, track proposed solutions, and gather intel so that you can adjust your procedures to better address future incidents. Plus, with its five custom fields, you can easily track supporting documents and keep an audit trail of who created, approved, or reviewed an incident report.

The documentation is also invaluable when responding to legal issues. 👩🏿‍⚖️

Whether you work in product management or lead an IT team, you know how important it is to stay on top of risks. With ClickUp’s IT Incident Report Template , you can easily track bugs and software issues that affect the performance of your IT system.

The 14 custom fields offer a high degree of personalization. That means that you can truly leverage this template to meet your specific company needs.

When using this template, get insight into the IT threat by filling out the basics of the problem, including affected software systems, platforms, and build versions. Next, highlight the severity of each incident and explain the reasons for the incident as well as the impact.

Finally, lay out a path for solutions, and use the data gathered to inform your incident management process.

Problem statements are a great way to generate new ideas, support a creative-thinking process, and get buy-in from various team members in different departments.

This Problem Statement Template from Sample.Net is compatible with MS Word, Google Docs, and Powerpoint. It features a one-page layout explaining the existing problem, a description of the issue, risks, and ideas for solutions.

Use this template to design thinking processes and creatively brainstorm solutions with your team. Each person can share their specific point of view as you work together to develop solutions to the issue and hand. 🏆

10. Google Docs Research Problem Solving Template by Template.net

This simple Research Problem Statement Template makes it easy to draft a quick breakdown of an existing issue and offers support for coming up with solutions. It’s available as a Google Doc, Apple Pages, or MS Word file.

Save time formatting and use this template to quickly fill out the sections for the description, risks, and solution for your problem statement examples.

The template features branding customization in such a way that you can add a company logo and contact information if you’re sharing this document with an outside agency that’s supporting your resolution process. Change the color scheme and font style to match other company documentation and to meet branding standards.

Solve Problems Fast and Effectively With ClickUp

With these problem statement templates, you’re well on your way to being a more effective leader and employee. From reporting incidents and tracking IT issues to generating discussions on how to solve common customer problems, these templates are sure to make your work life easier.

Try ClickUp today to create a problem statement that propels your business forward and builds the basis for better products and services. Browse hundreds of free templates to improve your project management style, assist with incident reporting and track performance on all of your objectives. ✨

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Streamline problem-solving with a3 templates.

Our A3 templates are designed to simplify and enhance your problem-solving processes. By using the A3 project template, you can systematically approach issues, identify root causes, and implement effective solutions. The A3 lean template provides a structured format that ensures consistency and clarity throughout your problem-solving efforts.

Whether you are addressing operational inefficiencies or strategic challenges, our A3 document template offers a clear, concise, and comprehensive analysis. With visual aids like the A3 chart and form, you can easily communicate findings and action plans to drive continuous improvement and achieve measurable results in your organization.

What is an A3 Template?

An A3 template is a structured document used in the A3 problem-solving approach, which originates from Lean manufacturing practices. Named after the A3 paper size, the template provides a concise and visual way to analyze problems, identify root causes, and develop solutions.

At KPI Fire, we offer A3 templates that help teams document their problem-solving process in a standardized format. The A3 format template promotes clarity through a systematic approach to tackling issues, which makes it an invaluable tool for continuous improvement initiatives.

How Does the A3 Template Work?

The A3 template works by guiding users through a series of steps designed to address and resolve problems. Typically, it includes sections for defining the problem, analyzing the current situation, identifying root causes, proposing countermeasures, and tracking the implementation of solutions. By using an A3 template from KPI Fire, teams can visually organize their thoughts and data, making it easier to communicate complex information.

This structured approach not only aids in problem-solving but also helps document the process and results. Moreover, the knowledge gained can be preserved and referenced for future improvements.

How Do I Use an A3 Template?

Using an A3 template involves filling out each section with relevant information related to the problem you are addressing. Start by clearly defining the problem and its context. Then, analyze the current situation, gather data, and identify the root causes of the issue. After that, propose countermeasures and develop an action plan. As a final step, implement the solutions and monitor their effectiveness.

KPI Fire’s A3 templates are designed to guide you through each step with a clear and organized format for your analysis and solutions. By documenting the entire process in an A3 template, you create a valuable reference for continuous improvement and knowledge sharing.

What are the Benefits of A3 Thinking?

A3 thinking offers several benefits, including improved problem-solving skills, better communication, and collaboration. By using an A3 thinking template, teams can analyze issues, identify root causes, and develop effective solutions to tackle them. This approach encourages a thorough understanding of problems and promotes data-driven decision-making.

KPI Fire’s A3 templates help standardize the problem-solving process, so that your teams can replicate successful outcomes across different projects and teams. The visual nature of A3 documents enables clearer communication and helps stakeholders understand complex information, all while contributing to more informed and aligned decision-making.

Who Should Use the A3 Template?

The A3 template is suitable for anyone involved in problem-solving and continuous improvement efforts, from frontline workers to managers and executives. It is particularly useful for teams engaged in Lean manufacturing, Six Sigma, and other process improvement methodologies.

At KPI Fire, we recommend A3 templates for organizations looking to standardize their problem-solving approach and enhance collaboration across departments. Whether you are tackling operational inefficiencies, quality issues, or strategic challenges, the A3 template provides a structured and effective way to document and communicate your efforts.

A Step-by-Step Guide to A3 Problem Solving Methodology

Author: Daniel Croft

Daniel Croft is an experienced continuous improvement manager with a Lean Six Sigma Black Belt and a Bachelor's degree in Business Management. With more than ten years of experience applying his skills across various industries, Daniel specializes in optimizing processes and improving efficiency. His approach combines practical experience with a deep understanding of business fundamentals to drive meaningful change.

Problem-solving is an important component of any business or organization. It entails identifying, analyzing, and resolving problems in order to improve processes, drive results, and foster a culture of continuous improvement. A3 Problem solving is one of the most effective problem-solving methodologies.

A3 Problem solving is a structured and systematic approach to problem-solving that originated with the lean manufacturing methodology. It visualizes the problem-solving process using a one-page document known as an A3 report. The A3 report provides an overview of the problem, data analysis, root causes, solutions, and results in a clear and concise manner.

A3 Problem Solving has numerous advantages, including improved communication, better decision-making, increased efficiency, and reduced waste. It is a powerful tool for businesses of all sizes and industries, and it is especially useful for solving complex and multi-faceted problems.

In this blog post, we will walk you through the A3 Problem Solving methodology step by step. Whether you are new to A3 Problem Solving or simply want to improve your skills, this guide will help you understand and apply the process in your workplace.

What is A3 Problem Solving?

A3 Problem Solving is a structured and systematic approach to problem-solving that makes use of a one-page document called an A3 report to visually represent the process. The A3 report provides an overview of the problem, data analysis, root causes, solutions, and results in a clear and concise manner. The method was created within the framework of the Lean manufacturing methodology and is based on the principles of continuous improvement and visual management.

Looking for a A3 Problem solving template? Click here

Origin and History of A3 Problem Solving

A3 Problem Solving was developed by Toyota Motor Corporation and was first used in the manufacture of automobiles. The term “A3” refers to the size of the paper used to create the report, which is an ISO standard known as “A3”. The goal of the A3 report is to provide a visual representation of the problem-solving process that all members of the organisation can easily understand and share. A3 Problem Solving has been adopted by organisations in a variety of industries over the years, and it has become a widely used and recognised method for problem-solving.

Key Principles of A3 Problem Solving

The following are the key principles of A3 Problem Solving:

• Define the problem clearly and concisely
• Gather and analyze data to gain a deep understanding of the problem
• Identify the root causes of the problem
• Develop and implement effective solutions
• Evaluate results and continuously improve

These principles serve as the foundation of the A3 Problem Solving methodology and are intended to assist organisations in continuously improving and achieving their objectives. Organizations can effectively solve problems, identify areas for improvement, and drive results by adhering to these principles.

Step 1: Define the Problem

Importance of clearly defining the problem.

The first step in the A3 Problem Solving process is critical because it lays the groundwork for the remaining steps. To define the problem clearly and accurately, you must first understand the problem and identify the underlying root cause. This step is critical because if the problem is not correctly defined, the rest of the process will be based on incorrect information, and the solution developed may not address the issue effectively.

The significance of defining the problem clearly cannot be overstated. It aids in the collection and analysis of relevant data, which is critical for developing effective solutions. When the problem is clearly defined, the data gathered is more relevant and targeted, resulting in a more comprehensive understanding of the issue. This will enable the development of solutions that are more likely to be effective because they are founded on a thorough and accurate understanding of the problem.

However, if the problem is not clearly defined, the data gathered may be irrelevant or incorrect, resulting in incorrect conclusions and ineffective solutions. Furthermore, the process of collecting and analysing data can become time-consuming and inefficient, resulting in resource waste. Furthermore, if the problem is not accurately defined, the solutions developed may fail to address the root cause of the problem, resulting in ongoing issues and a lack of improvement.

Techniques for Defining the Problem

The first step in the A3 Problem Solving process is to clearly and accurately define the problem. This is an important step because a clearly defined problem will help to ensure that the appropriate data is collected and solutions are developed. If the problem is not clearly defined, incorrect data may be collected, solutions that do not address the root cause of the problem, and time and resources may be wasted.

A problem can be defined using a variety of techniques, including brainstorming , root cause analysis , process mapping , and Ishikawa diagrams . Each of these techniques has its own advantages and disadvantages and can be used in a variety of situations depending on the nature of the problem.

Best Practice for Defining the Problem

In addition to brainstorming, root cause analysis, process mapping, and Ishikawa diagram s, best practices should be followed when defining a problem in A3 Problem Solving. Among these best practices are:

• Define the issue in a specific and quantifiable way: It is critical to be specific and concise when defining the problem, as well as to quantify the problem in terms of its impact. This will help to ensure that all stakeholders understand the problem and that data collection is focused on the right areas.
• Focus on the problem’s root cause: The A3 Problem Solving methodology is intended to assist organisations in identifying and addressing the root cause of a problem, rather than just the symptoms. Organizations can ensure that their solutions are effective and long-lasting by focusing on the root cause of the problem.
• Ascertain that all stakeholders agree on the problem’s definition: All stakeholders must agree on the definition of the problem for the A3 Problem Solving process to be effective. This ensures that everyone is working towards the same goal and that the solutions developed are relevant and appropriate.
• Consider the problem’s impact on the organisation and its stakeholders: It is critical to consider the impact of the problem on the organisation and its stakeholders when defining it. This will assist in ensuring that the appropriate data is gathered and that the solutions developed are relevant and appropriate.

Organizations can ensure that their problem is defined in a way that allows for effective data collection, analysis, and solution development by following these best practices. This will aid in the development of appropriate solutions and the effective resolution of the problem, resulting in improvements in the organization’s processes and outcomes.

Step 2: Gather Data

Gathering data in a3 problem solving.

Data collection is an important step in the A3 Problem Solving process because it allows organisations to gain a thorough understanding of the problem they are attempting to solve. This step entails gathering pertinent information about the problem, such as data on its origin, impact, and any related factors. This information is then used to help identify root causes and develop effective solutions.

One of the most important advantages of data collection in A3 Problem Solving is that it allows organisations to identify patterns and trends in data, which can be useful in determining the root cause of the problem. This information can then be used to create effective solutions that address the problem’s root cause rather than just its symptoms.

In A3 Problem Solving, data collection is a collaborative effort involving all stakeholders, including those directly impacted by the problem and those with relevant expertise or experience. Stakeholders can ensure that all relevant information is collected and that the data is accurate and complete by working together.

Overall, data collection is an important step in the A3 Problem Solving process because it serves as the foundation for effective problem-solving. Organizations can gain a deep understanding of the problem they are attempting to solve and develop effective solutions that address its root cause by collecting and analysing relevant data.

Data Collection Methods

In A3 Problem Solving, several data collection methods are available, including:

• Observations
• Process diagrams

The best data collection method will be determined by the problem being solved and the type of data required. To gain a complete understanding of the problem, it is critical to use multiple data collection methods.

Tools for Data Analysis and Visualization

Once the data has been collected, it must be analysed and visualised in order to gain insights into the problem. This process can be aided by the following tools:

• Excel Spreadsheets
• Flow diagrams
• Pareto diagrams
• Scatter Plots
• Control diagrams

These tools can assist in organising data and making it easier to understand. They can also be used to generate visual representations of data, such as graphs and charts, to communicate the findings to others.

Finally, the data collection and analysis step is an important part of the A3 Problem Solving process. Organizations can gain a better understanding of the problem and develop effective solutions by collecting and analysing relevant data.

Step 3: Identify Root Causes

Identifying the root causes of the problem is the third step in the A3 Problem Solving process. This step is critical because it assists organisations in understanding the root causes of a problem rather than just its symptoms. Once the underlying cause of the problem is identified, it can be addressed more effectively, leading to more long-term solutions.

Overview of the Root Cause Analysis Process

The process of determining the underlying causes of a problem is known as root cause analysis. This process can assist organisations in determining why a problem is occurring and what can be done to prevent it from recurring in the future. The goal of root cause analysis is to identify the underlying cause of a problem rather than just its symptoms, allowing it to be addressed more effectively.

To understand Root cause analysis in more detail check out RCA in our Lean Six Sigma Yellow Belt Course Root Cause Analysis section

Techniques for Identifying Root Causes

There are several techniques for determining the root causes of a problem, including:

• Brainstorming
• Ishikawa diagrams (also known as fishbone diagrams)
• Root Cause Tree Analysis

These methods can be used to investigate the issue in-depth and identify potential root causes. Organizations can gain a deeper understanding of the problem and identify the underlying causes that must be addressed by using these techniques.

Best Practices for Conducting Root Cause Analysis

It is critical to follow these best practices when conducting root cause analysis in A3 Problem Solving:

• Make certain that all stakeholders participate in the root cause analysis process.
• Concentrate on determining the root cause of the problem rather than just its symptoms.
• Take into account all potential root causes, not just the most obvious ones.
• To identify root causes, use a systematic approach, such as the 5 Whys or root cause tree analysis.

Organizations can ensure that root cause analysis is carried out effectively and that the root cause of the problem is identified by adhering to these best practises. This will aid in the development of appropriate solutions and the effective resolution of the problem.

Step 4: Develop Solutions

Developing solutions is the fourth step in the A3 Problem Solving process. This entails generating ideas and options for dealing with the problem, followed by selecting the best solution. The goal is to develop a solution that addresses the root cause of the problem and prevents it from recurring.

Solution Development in A3 Problem Solving

A3 solution development Problem solving is an iterative process in which options are generated and evaluated. The data gathered in the previous steps, as well as the insights and understanding gained from the root cause analysis, guide this process. The solution should be based on a thorough understanding of the problem and address the underlying cause.

Techniques for Developing Solutions

There are several techniques that can be used to develop solutions in A3 Problem Solving, including:

• Brainwriting
• Solution matrix
• Multi voting
• Force field analysis

These techniques can help to generate a range of options and to select the best solution.

Best Practice for Developing Solutions

It is critical to follow the following best practices when developing solutions in A3 Problem Solving:

• Participate in the solution development process with all stakeholders.
• Make certain that the solution addresses the underlying cause of the problem.
• Make certain that the solution is feasible and achievable.
• Consider the solution’s impact on the organisation and its stakeholders.

Organizations can ensure that the solutions they develop are effective and sustainable by adhering to these best practises. This will help to ensure that the problem is addressed effectively and that it does not reoccur.

Step 5: Implement Solutions

The final and most important step in the A3 Problem Solving methodology is solution implementation. This is the stage at which the identified and developed solutions are put into action to address the problem. This step’s goal is to ensure that the solutions are effective, efficient, and long-lasting.

The implementation Process

The implementation process entails putting the solutions developed in the previous step into action. This could include changes to processes, procedures, and systems, as well as employee training and education. To ensure that the solutions are effective, the implementation process should be well-planned and meticulously executed.

Techniques for Implementing Solutions

A3 Problem Solving solutions can be implemented using a variety of techniques, including:

• Piloting the solution on a small scale before broadening its application
• Participating in the implementation process with all relevant stakeholders
• ensuring that the solution is in line with the goals and objectives of the organisation
• Monitoring the solution to determine its effectiveness and make any necessary changes

Best Practice for Implementing Solutions

It is critical to follow these best practices when implementing solutions in A3 Problem Solving:

Make certain that all relevant stakeholders are involved and supportive of the solution. Have a clear implementation plan that outlines the steps, timeline, and resources required. Continuously monitor and evaluate the solution to determine its efficacy and make any necessary changes. Encourage all stakeholders to communicate and collaborate openly. Organizations can ensure that solutions are effectively implemented and problems are effectively addressed by adhering to these best practices. The ultimate goal is to find a long-term solution to the problem and improve the organization’s overall performance.

In conclusion, A3 Problem Solving is a comprehensive and structured methodology for problem-solving that can be applied in various industries and organisations. The A3 Problem Solving process’s five steps – Define the Problem, Gather Data, Identify Root Causes, Develop Solutions, and Implement Solutions – provide a road map for effectively addressing problems and making long-term improvements.

Organizations can improve their problem-solving skills and achieve better results by following the key principles, techniques, and best practices outlined in this guide. As a result, both the organisation and its stakeholders will benefit from increased efficiency, effectiveness, and satisfaction. So, whether you’re an experienced problem solver or just getting started, consider incorporating the A3 Problem Solving methodology into your work and start reaping the benefits right away.

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Daniel Croft

Hi im Daniel continuous improvement manager with a Black Belt in Lean Six Sigma and over 10 years of real-world experience across a range sectors, I have a passion for optimizing processes and creating a culture of efficiency. I wanted to create Learn Lean Siigma to be a platform dedicated to Lean Six Sigma and process improvement insights and provide all the guides, tools, techniques and templates I looked for in one place as someone new to the world of Lean Six Sigma and Continuous improvement.

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• What is 8D? A template for efficient pr ...

What is 8D? A template for efficient problem-solving

How you respond when problems arise is one of the most defining qualities of a manager. Luckily, there are tools you can use to master problem-solving. The 8D method of problem-solving combines teamwork and basic statistics to help you reach a logical solution and prevent new issues from arising.

You’ve spent months overseeing the development of your company's newest project. From initiation, planning, and execution, you’re confident this may be your best work yet.

Until the feedback starts rolling in.

There’s no sugar-coating it—things don’t always go as planned. But production or process issues are hardly a signal to throw in the towel. Instead, focus on honing your problem-solving skills to find a solution that keeps it from happening again. 

The 8D method of problem solving emphasizes the importance of teamwork to not only solve your process woes but prevent new ones from occurring. In this guide, we’ll break down what 8D is, how to use this methodology, and the benefits it can give to you and your team. Plus, get an 8D template to make solving your issue easier. 

What is 8D?

The eight disciplines (8D) method is a problem-solving approach that identifies, corrects, and eliminates recurring problems. By determining the root causes of a problem, managers can use this method to establish a permanent corrective action and prevent recurring issues. 

How do you use the 8D method?

The 8D method is a proven strategy for avoiding long-term damage from recurring problems. If you’re noticing issues in your workflow or processes, then it’s a good time to give this problem-solving method a try. 

To complete an 8D analysis, follow “the eight disciplines” to construct a statistical analysis of the problem and determine the best solution.

The eight disciplines of problem-solving

8D stands for the eight disciplines you will use to establish an 8D report. As you may notice, this outline starts with zero, which makes nine total disciplines. The “zero stage” was developed later as an initial planning stage. 

To illustrate these steps, imagine your organization experienced a decline in team innovation and productivity this past year. Your stakeholders have noticed and want to see changes implemented within the next six months. Below, we’ll use the 8D process to uncover a morale-boosting solution.

D0: Prepare and plan

Before starting the problem-solving process, evaluate the problem you want to solve. Understanding the background of the problem will help you identify the root cause in later steps. 

Collect information about how the problem has affected a process or product and what the most severe consequences may be. Planning can include:

Gathering data

Determining the prerequisites for solving the problem

Collecting feedback from others involved

If we look back at our example, you may want to figure out whether this decline in morale is organization-wide or only applies to a few departments. Consider interviewing a few employees from different departments and levels of management to gain some perspective. Next, determine what knowledge and skills you will need to solve this lapse in productivity. 

D1: Form your team

Create a cross-functional team made up of people who have knowledge of the various products and workflows involved. These team members should have the skills needed to solve the problem and put corrective actions in place. 

Steps in this discipline may include:

Appointing a team leader

Developing and implementing team guidelines

Determining team goals and priorities

Assigning individual roles

Arranging team-building activities

From our example, a solid team would consist of people with first-hand experience with the issues—like representatives from all departments and key people close to workshop-level work. You may also want to pull someone in from your HR department to help design and implement a solution. Most importantly, make sure the people you choose want to be involved and contribute to the solution.

D2: Identify the problem

You may have a good understanding of your problem by now, but this phase aims to break it down into clear and quantifiable terms by identifying the five W’s a and two H’s (5W2H):

Who first reported the problem?

What is the problem about?

When did it occur and how often?

Where did it occur (relating to the sector, supplier, machine, or production line involved)?

Why is solving the problem important?

How was the problem first detected?

How many parts/units/customers are affected?

Use your team’s insights to answer these questions. From our example, your team may conclude that: 

Employees feel overwhelmed with their current workload. 

There is no real structure or opportunity to share new ideas.

Managers have had no training for meetings or innovation settings.

Disgruntled employees know they can achieve more—and want to achieve more—even if they seem disengaged.

Once you answer these questions, record an official problem statement to describe the issue. If possible, include photos, videos, and diagrams to ensure all parties have a clear understanding of the problem. It may also help to create a flowchart of the process that includes various steps related to the problem description.

D3: Develop an interim containment plan

Much like we can expect speedy first aid after an accident, your team should take immediate actions to ensure you contain the problem—especially if the problem is related to customer safety. 

An interim containment plan will provide a temporary solution to isolate the problem from customers and clients while your team works to develop a permanent corrective action. This band-aid will help keep your customers informed and safe—and your reputation intact.

Because your findings revealed workers were overworked and managers lacked training, your team suggests scheduling a few mandatory training sessions for leaders of each department covering time and stress management and combating burnout . You may also want to have a presentation outlining the topics of this training to get key managers and stakeholders interested and primed for positive upcoming changes. 

D4: Verify root causes and escape points

Refer back to your findings and consult with your team about how the problem may have occurred. The root cause analysis involves mapping each potential root cause against the problem statement and its related test data. Make sure to test all potential causes—fuzzy brainstorming and sloppy analyses may cause you to overlook vital information. 

In our example, focus on the “why” portion of the 5W2H. You and your team identify six root causes:

Managers have never had any training

There is a lack of trust and psychological safety

Employees don’t understand the objectives and goals

Communication is poor

Time management is poor

Employees lack confidence

In addition to identifying the root causes, try to pinpoint where you first detected the problem in the process, and why it went unnoticed. This is called the escape point, and there may be more than one. 

D5: Choose permanent corrective actions

Work with your team to determine the most likely solution to remove the root cause of the problem and address the issues with the escape points. Quantitatively confirm that the selected permanent corrective action(s) (PCA) will resolve the problem for the customer. 

Steps to choosing a PCA may include:

Determining if you require further expertise

Ensuring the 5W2Hs are defined correctly

Carrying out a decision analysis and risk assessment

Considering alternative measures

Collecting evidence to prove the PCA will be effective

Your team decides to roll out the training used in the interim plan to all employees, with monthly company-wide workshops on improving well-being. You also plan to implement meetings, innovation sessions, and team-coaching training for managers. Lastly, you suggest adopting software to improve communication and collaboration. 

D6: Implement your corrective actions

Once all parties have agreed on a solution, the next step is to create an action plan to remove the root causes and escape points. Once the solution is in effect, you can remove your interim containment actions.

After seeing success with the training in the interim phase, your stakeholders approve all of your team’s proposed PCAs. Your representative from HR also plans to implement periodic employee wellness checks to track employee morale .

To ensure your corrective action was a success, monitor the results, customer, or employee feedback over a long period of time and take note of any negative effects. Setting up “controls” like employee wellness checks will help you validate whether your solution is working or more needs to be done. 

D7: Take preventive measures

One of the main benefits of using the 8D method is the improved ability to identify necessary systematic changes to prevent future issues from occurring. Look for ways to improve your management systems, operating methods, and procedures to not only eliminate your current problem, but stop similar problems from developing later on.

Based on our example, the training your team suggested is now adopted in the new manager onboarding curriculum. Every manager now has a “meeting system” that all meetings must be guided by, and workloads and projects are managed as a team within your new collaboration software . Innovation is improving, and morale is at an all-time high!

D8: Celebrate with your team

The 8D method of problem-solving is impossible to accomplish without dedicated team members and first-class collaboration. Once notes, lessons, research, and test data are documented and saved, congratulate your teammates on a job well done! Make an effort to recognize each individual for their contribution to uncovering a successful solution.

8D report template and example

Check out our 8D report template below to help you record your findings as you navigate through the eight disciplines of problem solving. This is a formal report that can be used as a means of communication within companies, which makes for transparent problem-solving that you can apply to the entire production or process chain.

Benefits of using the 8D method

The 8D method is one of the most popular problem-solving strategies for good reason. Its strength lies in teamwork and fact-based analyses to create a culture of continuous improvement —making it one of the most effective tools for quality managers. The benefits of using the 8D method include: 

Improved team-oriented problem-solving skills rather than relying on an individual to provide a solution

Increased familiarity with a problem-solving structure

A better understanding of how to use basic statistical tools for problem-solving

Open and honest communication in problem-solving discussions

Prevent future problems from occurring by identifying system weaknesses and solutions

Improved effectiveness and efficiency at problem-solving

Better collaboration = better problem solving

No matter how good a manager you are, production and process issues are inevitable. It’s how you solve them that separates the good from the great. The 8D method of problem solving allows you to not only solve the problem at hand but improve team collaboration, improve processes, and prevent future issues from arising. 

Try Asana’s project management tool to break communication barriers and keep your team on track.

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The A3 Problem-Solving Template: A Structured Approach for Lean Organizations

Last updated: November 1, 2023

By Alexander Connor

Discover how the A3 problem-solving template can help lean organizations effectively solve problems and improve processes, enabling them to make informed decisions and drive continuous improvement in a world that constantly demands increased quality and reduced costs.

The A3 problem-solving template is a widely adopted tool in lean organizations. This structured approach allows businesses to effectively address various problems and drive continuous improvement. 

By following a logical and structured approach within the four-stage model based on the PDCA (Plan – Do – Check – Adjust) management philosophy. A3 report templates enables the visibility of problem-solving progress and shared learning among teams, improving the decision-making processes used in the organization.

In a time when efficient problem-solving is crucial, it’s important for leaders, coaches, and project teams to have the ability to think critically and make informed decisions that can be reviewed and understood by all parties involved. 

The implementation of A3 management process can notably enhance the quality of decision-making processes, increasing the capability of teams to confront the root causes of diverse difficulties.

Providing a consistent structure to the problem-solving process, the functionality of the A3 report templates has expanded well beyond its original purpose. Industries worldwide, from manufacturing to retail to healthcare, have begun to embrace this tool in their problem-solving initiatives.

What is the A3 Problem-Solving Template?

The A3 problem-solving template is a one-page report format originally developed by Toyota , a company well-known for its lean thinking. The design of the ledger size paper encourages concise communication and collaboration among team members, as it requires the problem definition, root cause analysis, countermeasures, and follow-up plan to fit on a single page.

Here’s a quick rundown of the components of an A3 problem-solving template:

• Background : A brief explanation regarding the importance of the issue, spanning no more than three to four sentences.
• Current State : Describes the current situation, detailing the problematic area that needs to be addressed.
• Future State / Goal : Highlights the objective or desired state that your organization wants to achieve after resolving the issue.
• Analysis : Incorporates root cause identification and root cause analysis, using tools like fishbone diagrams , Pareto charts, or 5 Whys, to identify the underlying concern.
• Recommendations : Suggests countermeasures to tackle the issues identified during the analysis phase. The proposed solution should aim to remove the root cause of the problem.
• Follow-Up : Stresses an action plan for the implementation plan of the recommended solution, allocating responsibilities to team members, and designating a timeline for completion.

Lean organizations leverage the A3 problem-solving template as a tool to improve their problem-solving initiatives. This is done by encouraging rationalization among team members to ensure a systematic and holistic problem-solving process. 

This form of communication and collaboration brings out the best skills in team members and can be applied across various areas within a business, ranging from manufacturing and supply chain to customer service and process improvement.

Benefits and Applications

The A3 problem-solving template offers an array of benefits to lean organizations. It essentially simplifies the complexity of problem-solving and injects an organized approach to an otherwise daunting task. Here are some key benefits that come with the application of the A3 template:

• Promotes clear and concise communication : The A3 template condenses complex problem-solving steps into a single page. This requires teams to communicate the essential elements of the problem, the analysis, their recommendation, and action plan in a clear, simplified manner. This clarity of communication ensures that every team member, regardless of their expertise, is on the same page.
• Encourages root cause analysis : The template frames problem-solving in the context of root cause analysis. It forces teams to not just focus on symptoms or immediate fixes, but encourages them to dive deeper to identify underlying root causes.
• Facilitates data-driven decision-making : Through requiring an analysis of the current state and concern, the A3 template promotes fact-based, data-driven decisions. This results in more effective and sustainable solutions, as decisions are made based on analysed data and not guesses or assumptions.
• Enhances collaboration and feedback : As the template necessitates input at multiple stages, it forges cohesive relationships among team members. It also promotes feedback at each stage of the problem-solving process, ensuring a more refined and effective solution.

The A3 problem-solving template is a universal tool that can be applied across various departments and diverse industries such as manufacturing, healthcare, retail, construction, etc.

A3 Report Templates and Resources

Several A3 templates and resources are available to assist organizations in implementing the A3 problem-solving structure. These templates equip teams with a standardized structure that guides them through the process of problem definition, root cause analysis, countermeasures, and action planning.

In addition to templates, the market offers a myriad of books and training resources on lean and agile methodologies to enhance the understanding and application of the A3 problem-solving structure. 

There are resources available specially designed for all lean organizations, whether they are just starting their lean journey or are well-established lean practitioners, to ensure a smooth transition to adopting the A3 reporting system.

Several online platforms and software providers also offer A3 report templates tailored to business requirements, making it simpler for organizations to adopt this problem-solving tool and providing them with opportunities for continuous improvement and learning.

A3 Problem-Solving

The A3 problem-solving template is an invaluable tool for lean organizations aspiring to boost their capability in problem-solving and stimulating continuous process improvement. 

By utilizing this structured approach, teams can effectively handle diverse challenges, promote collaboration, make data-driven decisions, and effectively bring continuous improvement into their daily operations with the help of A3 report templates and resources.

In a nutshell, the A3 problem-solving template ingrains a problem-solving culture into organizations, empowering teams to excel in their problem-solving skill sets and consistently deliver improved operations. It’s more than a mere problem-solving tool; it’s a mindset shift towards heightened efficiency and efficacy.

Embrace it today, and witness the transformative power of A3 structured problem-solving for your organization. Unlock the potential to navigate challenges and drive continual improvement proactively, helping your organization adapt and thrive in the ever-evolving business environment.

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A3 Thinking: A Structured Approach to Problem Solving

• 5 MINUTES READ

Also known as A3 Problem Solving.

Variants include 8D and CAPA.

A significant part of a leader’s role involves addressing problems as they arise. Various approaches and tools are available to facilitate problem-solving which is the driving force behind continuous improvement. These methods range from the advanced and more complex methodologies like Six Sigma to the simpler and more straightforward A3 thinking approach.

The power of the A3 approach lies in its systematic and structured approach to problem-solving. Although it appears to be a step-by-step process, A3 is built around the PDCA philosophy. It relies on the principle that it is much better to address the real root-cause rather than trying to find a solution. Hence, it’s important not to jump to the solution when solving a problem as it is likely to be less effective.

A3 thinking provides an effective way to bring together many of the problem-solving tools into one place. For example, techniques such as the 5 Whys and fishbone analysis can be used during the ‘Analysis’ stage to help identifying the root causes. Additionally, visual aids and graphs are highly recommended in the A3 report, as they are more effective than text in communicating ideas and providing concise project updates.

A3 thinking involves the practice of consolidating the problem, analysis, countermeasures, and action plan onto a single sheet of paper, commonly an A3-sized sheet. This brief document serves as a summary of the project at hand and is regarded as a valuable storytelling tool for project communication. Utilizing the A3 approach doesn’t require any specialized software or advanced computer skills. You may however use readily available A3 templates , or rely on basic tools such as paper, pencil and an eraser as you will need to erase and rewrite several times.

One of the characteristics of the A3 approach is that it does not get into specific details. Detailed documents are usually attached to the A3 report to prevent overwhelming the reader with an excess of information.

The A3 process is typically structured in multiple stages based on the PDCA model. The primary focus is on developing understanding of the current situation and defining the desired outcome before thinking about the solution. While the exact number of stages may vary depending on the preference of the company, what truly matters is adhering to a structured approach to problem-solving.

A3 Seven Stages Model

An A3 process is often managed by an individual who should own and maintain the A3 report. This individual takes the lead in steering the process, facilitating team involvement, and preparing the A3 report with team input. One of the most common models for A3 thinking is the seven stages model which is described in the following.

1. Background – The first step is to identify the business reason for choosing this problem or opportunity. In this stage, you need to identify the gap in performance and the extent of the problem.

2. Current situation – The purpose of this stage is to document the current state of the problem. You may need to refer to the process map or go to the Gemba to truly understand the current situation.

3. Target – The purpose of this stage is to define the desired future state. Clearly identify the expected benefits from solving the problem, the scope, and the key metrics that will help measure the success of the project.

4. Analysis – The objective of this stage is to conduct an in-depth analysis of the problem and understand why it’s happening. It might involve tools like the 5 Whys and cause-and-effect analysis, as well as advanced statistical methods.

5. Countermeasures – Countermeasures are the actions to be taken to eliminate root causes or reduce their effects. The team should brainstorm and evaluate possible countermeasures based on the analysis conducted earlier.

6. Implementation Plan – To achieve the target, develop a workable plan to implement the countermeasures. Gantt charts are great ways to manage implementation plans very simply and easily. Once the action plan is finalized, the team should begin working on the activities needed to implement the countermeasures.

7. Follow-up – The final stage involves evaluating the implementation of the plan and the results achieved. Follow-up actions are important to ensure the benefits extend beyond the project’s completion.

A3 thinking is considered to be the practical form of the PDCA model.

There are many online templates that can be used to manage your problem-solving efforts. One of the simplest and most straightforward ways is to use this A3 problem solving template .

Wrapping Up

A3 thinking represents a logical and structured approach for problem solving and continuous improvement. This approach can be used for most kinds of problems and in any part of the business. Originating from the Toyota Production System (TPS), it has been adopted by many Lean organizations around the world.

A3 thinking not only provides a systematic approach for problem-solving. The development of a continuous improvement culture is at the core of A3 thinking. It has become one of the most popular Lean tools today where people and teams work together to solve problems, share results and learn from each other.

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A3 Problem Solving

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CIToolkit Content Team

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Problem Solving Presentation Templates

Present the problem-solving processes effectively with our premade problem solving powerpoint templates and google slides themes. crafted to guide you from problem identification to resolution, these free templates breathe life into complex strategies. they feature creative, fully editable infographics, like puzzles and light bulb designs..

• Analytical Thinking: Breaking down a problem into smaller parts to understand its nature.
• Creative Thinking: Thinking outside the box to find unique and effective solutions.
• Decision Making: Choosing the best course of action among different alternatives.
• Team Collaboration: Working together to generate diverse perspectives and solutions.
• Communicate the problem statement clearly to stakeholders.
• Exhibit potential solutions and their implications.
• Rally teams around a unified strategy.
• Track progress and outcomes.

In such scenarios, the design and layout of your presentation matter as much as its content. And this is where Slide Egg steps in!

• Diverse Designs: From representing problem identification, business solutions, problem-solving techniques, and strategies to process steps, our slides have it all.
• Creative Infographics: Our slides are adorned with multicolor infographics like puzzle pieces, human brains, ladders, bulbs, stars, magnifiers, locks, and keys to captivate your audience.
• User-Friendly: Our problem solution slides  offers 100% editable features, allowing you to tailor the content to fit your narrative seamlessly.
• Cost-Efficient: For those on a budget, we provide free problem and solution slides so you can experience the quality of our offerings.

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How To Build A Problem Solving PowerPoint

We're here to help you, what is problem solving presentation templates.

Problem Solving Presentation Templates is a set of pre-designed PowerPoint slides that you can use to present and explain problem-solving strategies. The templates provide visuals and text that you can use to describe the problem-solving process, from identifying the problem to finding a solution.

Where can we use these Problem Solving Slides?

You can use these Problem Solving Slides for corporate meetings, educational classes, team-building events, or workshops. You can also use them to help facilitate brainstorming sessions and critical thinking activities.

How can I make Problem Solving PPT Slides in a presentation?

Start by creating a slide that outlines the problem. This should include the problem statement and a brief description of the context. Including brainstorming, researching, listing potential solutions, analyzing the data, and finally arriving at a solution. Suppose you want to create slides by yourself. Visit Tips and tricks for detailed instructions.

Who can use Problem Solving Presentation Templates?

Anyone can use Problem Solving PPT Templates to present a problem-solving strategy or process visually engagingly. These templates can be used by professionals, educators, students, business owners, and anyone looking to share a problem-solving approach with an audience.

Why do we need Problem Solving Presentation Slides?

Presenting a problem-solving Presentation slide helps illustrate complex concepts and issues. It can also engage an audience, provide visual context and simplify data. Problem-solving slides can convey ideas and solutions effectively and explore different solutions and alternatives.

Where can I find free Problem Solving Presentation Templates?

Many websites offer free Problem Solving Presentation Templates. Slide egg is one of the best PowerPoint providers. Our websites have uniquely designed templates that allow you to share the problem and help to track progress towards a solution.

Setting the right context with the Problem Statement Template

What is a problem statement?

A problem statement is a clear and concise sentence that seeks to explain the specific problem that needs to be solved.

Many people believe that the key to getting solving problems is by asking the right questions in the first place. The more clarity around what your team is attempting to fix, the more efficient they’ll be in coming up with ideas to solve the problem. But coming up with the right problem statement is not as easy as it sounds. 

Which is why we’ve developed this simple problem statement template that you can use to help you craft the perfect problem statement.

When are problem statements used?

Project problem statement.

When working on a specific project, teams may come across specific project-based problems. These problems may be completely new, so you may not be well-equipped to solve them. That’s why it’s important to understand the root cause of the problem, not the symptoms of the problem, by creating a specific project problem statement.

Business problem statement

In businesses, writing a problem statement is an important step in problem solving. A clearly defined and well-understood problem is the crucial first step that will help team members identify problems and find the best solutions. A problem statement usually takes the form of a short, sharp and succinct sentence that addresses a real human-centric problem.

Research problem statement

Researchers in academia and science write problem statements to help give context and relevance to their research topic. In this case, problem statements can range from just a few sentences for example in the introduction to a paper, or multiple paragraphs to explain a research proposal.

How to use the problem statement template

Use template

We’ve created a simple template that takes the guesswork out of crafting succinct business or project problem statements. It’s designed to enable you to build empathy towards your customers by identifying their problems. This will enable you to find user-centric solutions.

• I am   – In this space describe who your customer is, their persona, segment and needs.
• I’m trying to – Describe what the customer wants to accomplish by interacting with your brand.
• But – Describe the barriers that exist to stop them accomplishing this and what frustrations they may have.
• Because – Describe the root cause of the problem, which may be something like a tech problem, or an area where you need to further educate your customers.
• Which makes me feel – Describe the emotional impact on the customer when they face this barrier.

Now you have the basis of your problem statement, simply copy it out into one succinct sentence. This process will ensure you get to the crux of the issue so you can then focus on finding the right solutions.

If you want to continue learning, why not check out Design Thinking , a creative problem solving technique designed to apply principles of design to the world of technology and business. Read more here to discover how Conceptboard can ignite creativity, foster innovation and accelerate problem solving at every stage in a remote Design Thinking workshop.

Or to access our vast library of business tools, resources and templates that you can use to jumpstart your online collaboration and problem solving, visit the blog .

Problem Statement

Use the free template with your team & customize as you go!

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Seek solutions with a problem statement template

Albert Einstein famously espoused the importance of identifying the problem you’re facing before proposing solutions. Even when you inherently understand an organizational challenge, framing the problem for others can be challenging. By using a problem statement template, you can write a concise problem statement that includes the necessary information for your team members and other project stakeholders.

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What is a problem statement template?

A problem statement template provides an effective framework to explain the problem your organization wants to solve. It highlights the gap between your company’s current circumstances and the desired situation you’re striving to reach.

Good problem statements should answer these questions:

• What problem is affecting the organization?
• Who does the problem impact (individual or department)?
• When did the problem arise, or when is it expected to occur?
• Where does the problem take place? The location can be physical, virtual, or both.
• What factors contribute to the problem?
• What are the downstream effects of the problem (current and/or anticipated)?

Why use a problem statement template?

A problem statement template enhances your team’s ability to understand the problem, which helps them find a solution quickly and effectively.

When you use a problem statement worksheet, you can state the problem objectively within the boundaries of the template, without diverging into subjective opinions. You’ll also have the necessary framework to write a problem statement right in front of you, so you’ll save time since you won’t need to start from scratch.

Once you have the problem statement, you can use it to focus on brainstorming sessions and develop potential innovative solutions. Engaging team members in user research can provide invaluable insight, but only after you’ve defined the problem.

This approach also aligns the team’s efforts toward a common objective, which can improve morale and organizational engagement.

What are some examples of a problem statement template?

You can choose from various problem statement templates depending on the specific issue, your industry, and other factors. Some common template types for business problem statements include:

• The Five Ws:  This structure defines the problem by using Who, What, When, Where, and Why as headings to capture the various aspects of the challenge. If you use this template, you may want to add an H for H ow your team will solve the problem.
• Customer Point of View : You can also frame the problem statement from the point of view of a client or product user. For example: “I want to [desired action] but I can’t because [problem]. This makes me feel [emotion] and results in [problem impacts].
• Goal Framework : With this template, you start at the desired result to identify the problem. You form a problem statement centered around the goal. If you want to improve sales, you might state the problem as: “How do we increase sales by 25% over the next six months?”
• Elevator Pitch : The purpose of an elevator pitch is to state your case as quickly and concisely as possible while compelling the audience to learn more about your business. You can apply those principles to your problem statement by using this simple two-sentence template as a guide: “Our team seeks a solution for X problem so we can meet Y objectives. We’ll use Z as a metric for success.”

Whatever problem statement template you choose, you should include information about how the problem impacts your audience. Good problem statements are also measurable, which means they include benchmarks for success.

Problem statement template on monday.com

With our core Work OS platform, monday.com creates the capabilities you need to solve specific problems in your sector. Our customizable templates and resources can boost productivity and enhance team engagement for project managers in countless industries.

We recommend starting your problem statement with our Operational Plan Template , designed to help your company meet short-term and long-term objectives. It provides space to define organizational goals, record barriers, and opportunities, and indicate the responsible parties.

Using this template, you can create problem statements using the Goal Framework Template described above. You can keep everyone on your team on the same page with this transparent approach to problem-solving. This template can also guide the project schedule and help you effectively allocate resources toward solutions.

Related templates on monday.com

In addition to problem Statement templates, you can also benefit from these associated business resources.

Statement of work template

The Statement of Work (SOW)  template defines the deliverables you need from a department, team member, or external vendor. Like the problem statement, the Statement Of Work Template clearly defines what you need and why. You might use a Statement Of Work Template to facilitate the selection solution to your stated problem.

Single project template

Are you launching a new initiative in response to your problem? This basic, easy-to-use Single Project Template  provides an effective way to track and visualize your progress. The template shows the project flow so the team can understand how tasks depend on and relate to one another. When you’ve planned a solution for the current problem, you can use this template to see it through and reach your objectives.

Contextualizing sprints template

Commonly used in software and product development, the sprint refers to a defined period in which the team will prepare elements of the deliverables for review. Like problem statements, sprints serve as a useful tool to contend with a challenging aspect of your project. The Contextualizing Sprints Template  gives your team an easy way to report task progress while capturing key data in a single document.

Frequently asked questions

Explore the answers to common questions project managers have about the problem statement template.

A problem statement template provides a guide to help your project managers write a clear, concise problem statement. It provides the framework to identify and answer important questions. What is the problem? Who is impacted by the problem? When does it happen? By documenting the challenge faced by your organization, you increase the likelihood of finding a viable solution.

How do you write a problem statement template?

You can select various structures for your problem statement. Project managers rely on a five Ws plus H template, which answers the who, what, where, why, when, and how about the problem your organization is facing.

Find the answers you need with a problem statement template

As a project manager, you’ll face endless challenges in the course of your career. Start the search for effective solutions with a problem statement template.

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Problem tree analysis template

A way of exploring the causes and effects of a particular issue

Use this template to map causes and effects of a central issue in order to better understand the chain of connected circumstances that led to the current situation. The problem tree analysis provides a structured way for a team to reveal concerns, discern causes from symptoms, and potentially frame problem statements in a new, better way.

A problem tree analysis — also called a situational analysis — provides a structured way for a team to reveal concerns, discern causes from symptoms, and potentially frame problem statements in a new, better way. Commonly used for understanding the problem in design thinking, problem trees are used for finding solutions by outlining the root causes and effects of a problem.

The problem tree analysis template helps with:

• Understanding complex problems
• Identifying cause and effect relationships
• Aligning with other stakeholders
• Providing a direction for problem solving and decision-making

How to use the problem tree analysis template

Identify a problem statement.

Start off this exercise by brainstorming over what the overarching problem the team is facing.

Assemble your stakeholders

Depending on the problem statement, your stakeholders might be your immediate team, end users of a service or product, customers with buying power, or somebody else entirely.

Document the causes of the problem

What are the root causes of the problem? Start by discussing each cause, one-by-one, adding them below the line in the roots section as you go.

Cluster the outputs together 

When similar causes are mentioned, cluster them together and label the clusters with a theme. Altogether, documenting and clustering the causes should take about 20 minutes.

Repeat the process for branching effects

Repeat the process you just completed with the causes, just with effects. What are the effects and consequences of the problem? Document the effects, cluster them together, and label them with a theme.

Prioritize and establish next steps

Discuss and prioritize which causes and effects to focus on, then create a plan of action to address the root cause.

Tips for running a problem tree analysis exercise:

• While the problem tree method mostly focuses on direct causes and effects, what are some indirect causes the team can come up with?
• Some effects the team ideates will be routine, and some may be rare. Try adding tags to the sticky notes to indicate what type they are.
• Try holding a vote to help decide which root causes get prioritized.

How to create a Problem tree analysis template

Create better problem tree diagrams with the features you need.

Sticky notes & text

Add ideas, action items, and more as a sticky note or text box — then change the colors and cluster to identify patterns and new solutions.

Anonymous voting

Gain consensus and reach alignment quickly, either in real time or asynchronously.

Tags on sticky notes

Customizable labels make it easy to find, organize, and categorize your work in a mural.

Keep collaboration moving forward with a timer to structure and time-box activities.

Summon collaborators

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Video meeting integrations

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Problem tree analysis template frequently asked questions

What is a problem tree analysis, how do you make a problem tree, how are problem trees used in design thinking.

Template by LUMA Institute

LUMA offers acclaimed in-person training, custom innovation programs, and a unique digital platform (LUMA Workplace), used by innovators in over 70 countries. Leading organizations around the globe rely on the LUMA System of Innovation — a practical, flexible, and scalable approach to Human-Centered Design.

Mural is the only platform that offers both a shared workspace and training on the LUMA System™, a practical way to collaborate that anyone can learn and apply.

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