The Problem-Solving Cycle


The problem-solving cycle is an iterative approach that involves brainstorming, constructing matrices, analyzing and testing until the optimal solution is reached. It is important that all steps be done in order.

1. State the Problem

Enter the creative problem-solving cycle with a statement of a problem that pertains to a specific topic.
It may take any of these forms:

an open-ended question
an existing condition in need of change
a kit of materials provided to design and build something
a research proposal for a student project

Teachers are encouraged to select age-appropriate topics for their students, keeping in mind their particular enthusiasms and environments. Think of yourself, the teacher, as a customer with a problem in need of a solution. Small groups of students become team problem solvers.

      Example: A self-described "ecologically concerned" client wants
      to change her home heating system from electricity to gas in
      order to dramatically reduce her heating costs.

[Top] 2. Redefine the Problem

The problem solvers should assume that the initial problem comes to them reflecting the bias of their customer and also his/her preconceived notion(s) of a desired solution. Therefore, the problem solvers must question the customer and redefine the problem in a "cleaner" form.

The new problem statement is less ambiguous; it is open-ended and not constrained by the customer's preconceived solution.

    Example: The customer's perceived problem is two-fold:

      a. The cost of heating her house is too high.
      b. She heats with electricity, which is expensive.

    Her implied solution is that a change from electricity to gas is going to reduce her heating cost and is the best way to lower her cost. The biases are

      a. that gas is cheaper than electricity, not counting the cost to change over
      b. that reducing her cost by changing from electricity to gas is "ecologically sound,"
      i.e., that reduced cost = reduced energy usage. (Is electricity less efficient, as opposed to less expensive, than gas?)

The redefined problem might be:

    What is the most cost-effective change the woman can make to reduce her energy costs?

[Top] 3. Identify Constraints and Set General Specifications

Once the problem solvers have a clear understanding of the customer and his/her needs, brainstorming will help generate a list of specifications that will establish the constraints the solution must meet. Some constraints (moral, legal, ethical) may apply to any problem, not just this one.

The first time through the cycle, the specifications will be general in nature. For optimal effectiveness, each should be defined, quantified and justified.

    Example: Any solution for this client must be:

      feasible safe legal
      ethical aesthetically pleasing reliable
      economical in terms of
      capital cost, operating
      cost, and savings
      environmentally sound moral
      practical timely

We will take one specification as an example to be defined, quantified and justified.

    Example: The specification"economical"...

      ...is defined as the greatest savings, considering both capital cost
      and operating costs, when compared with current costs.

      ...is quantified in terms of capital cost, operating costs, and savings.

      ... is justified in terms of reducing costs as quickly and efficiently as possible.

[Top] 4. Identify Alternative Solutions

Brainstorm possible solutions to the problem using established specifications and constraints. Brainstorming is a free flow of ideas without criticism, since this would hinder tapping into the group's innate creativity. A long list assures the problem solvers that another solution can be found should a first or second choice fail.

[Top] 5. Select the Most Viable Alternative

In order to identify those advantages which will have the most favorable impact on this client's energy costs,we must weigh the advantages and disadvantages of each alternative. To do this, we create a matrix by examining the brainstormed list of alternatives, categorizing them according to broad similarities. (In this case, all alternatives are either new energy sources, changes in efficiency, or lowering of energy losses.) A qualitative or quantitative scale should be established to judge the merits of each alternative against each specification. The matrix analysis yields a pool of alternative solutions that may be ranked from most to least desirable. The best alternative is selected based on the results of this analysis.

In constructing and analyzing the matrix, problem solvers may have to engage in some experimentation. They certainly will have to do market and technical research, either in the library or by telephoning outside sources such as companies and trade associations.

[Top] 6. Redefine the Problem

The highest-ranking alternative is re-evaluated by redefining the problem as necessary.

    Example: The redefined problem is to determine where in the
    home additional insulation would be most effective. To
    determine this, another matrix must be employed to compare
    different techniques.

[Top] 7. Refine and Add Specifications

Brainstorm to develop refined specifications for the alternative selected. In this second iteration, the specifications should be more specifically defined, quantified and justified relative to the alternative solution which has been chosen.
must be

non-toxic, non-carcinogenic
must not detract from the home's appearance
must have a reasonable installation cost
must reduce heat loss

[Top] 8. Brainstorm Alternatives

Using the refined and more-focused specifications, additional appropriate alternatives should be generated.

Example: Refined alternatives for insulation location include

windows
walls
attic
doors
floors

[Top] 9. Reiterate Until the Problem Is Solved

The redefined problem now is to determine the best method to insulate the attic and the windows. So, a new set of specifications is developed.

capital cost
operating costs
potential savings
non-toxic, non-carcinogenic
must not detract from home's appearance
longevity (7- to 10-year)
requires or does not require homeowner's participation

[Top] 10. Select the Most Viable Alternative

Establish a new matrix based on the new specifications and alternatives. Analyze the alternatives and re-rank from the best to the least desirable.

Example: To determine the best location for insulation, a heat-
loss analysis was done using infra-red photography. It was
determined that most of the heat was being lost through the
windows, with attic losses secondary. Let's assume
concentration on the heat loss through the windows.

The alternatives are ranked as:

plastic film over the windows
install storm windows
shutters on outside of windows
fiberglass on outside of windows
replacement Thermopane windows

The conclusion is that the homeowner should retrofit her house with Thermopane windows even though the capital cost is higher than for the other alternatives. The reasoning included

Plastic film is ugly, lasts only one year, and requires annual installation.
Storm windows are also ugly and require opening/closing.
Shutters are efficient but also require opening/closing.
Fiberglass on outside of windows is ugly.
Thermopane windows are the most expensive, but are long-lasting, invisible and require no owner participation. They are the most viable solution.

"The woman wanted gas but got glass!"

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