This spread takes some of the principles discussed in the problem definition posts (see related posts below), and adds a ‘solution’ card. The first triangle examines the problem closely, while the second looks at what your goals are.
What is the problem?
Why?
What, although it seems to be, is not part of the problem?
They force you to go beyond the obvious to truly unique definitions. Remember that, because ill-defined problems are one-of-a-kind problems, they need original (new and useful) solutions. Often the most interesting, and useful, options appear 10 or 20 items down your list.
They change your perspective on the problem so your definition encapsulates the most relevant pieces of information.
They move you from subjectivity to looking at the problem from various angles.
Problem definition is a subjective process. You interpret the situation in a particular way, and tailor a problem statement to fit. Obvious or subjective definitions are not necessarily wrong, but they can limit your search for solutions. Remember that, because ill-defined problems are one-of-a-kind problems, you need original (new and useful) definitions that will lead to the most original solutions.
Defining the ill-defined: Part 4(a) shows how asking the right question and setting diverse goals lead to more insight about the problem. The current post looks at perspectives and the pieces of a problem. We’ll use the same sample problem we’ve used in that post to illustrate problem-definition techniques. We’re still working with a situation where the information we have about a problem is inadequate or vague.
Find alternatives
Look at the sample problem again: try to find at least five more ways to define the problem.
Alternative definitions excel at evoking divergent perspectives and moving you beyond the obvious. You find them by identifying different goals for solving the problem, even though the situation remains the same.
You can create more definitions by substituting keywords with synonyms. Words that mean more or less the same thing can evoke contrasting images, leading you down interesting paths to find solutions.
(Look at the “identify your goals” section of the previous post for a list of possible goals for the sample problem.)
So how did you do? What other goals can you set for the problem? List as many as you think of, even if (as in the example), these definitions contradict each other or cancel each other out.
Change perspective
Looking at a problem from different perspectives is a critical skill in solving ill-defined problems. Here are ways you can alter your perspective deliberately.
From the perspective of …
Personality, values, attitudes, and circumstances all influence how you interpret a situation.
Values
Identify your values by asking yourself what is important to you. It could be people, facts, emotions, relationships, solitude, productivity, finding humour, and so on. Then find values that contradict these, and try to see the problem from that perspective.
Look at the various possible definitions for the sample problem. You will see that they represent a variety of values, including
family,
confronting a problem directly,
avoiding confrontation,
communication,
looking for causes,
valuing the past,
focusing on the future,
regarding people as more important than facts,
believing facts carry more weight than emotions,
efficiency, and
speed.
Some of these values contradict each other, but none of them are ‘wrong’ unless they are based on a misunderstanding of the situation. And all these definitions are valuable perspectives from which to work.
People
Try to imagine how someone else—a friend, a celebrity, a mentor, your mother, someone you dislike—would interpret the problem.
How would a child define the problem? Or a wise old man? A creative person? The Magician? An empathetic person? A psychopath?
Resources
How would you approach the problem if you were rich? Or if you had superpowers? If you had only 20 seconds to come up with a solution, or could use people who had all the requisite skills?
Attitudes
What if you were lazy, crazy, sad, happy, impatient, energetic, or angry?
More definitions
Which action(s) would be the most effective in ending these arguments?
How can I restore the peace?
Which topics are most likely to lead to arguments?
How can I express my anger without causing an argument?
How can we argue more effectively?
What has changed, and how do we change it back?
What would be the easiest way to resolve these conflicts?
What would make him happy so we don’t argue?
What would make him laugh instead of argue with me?
How can I express my sadness at the conflict between us?
How can I lessen the tension between us?
What essential conflict is causing these arguments between us?
How can we change arguing into a discussion?
How can we find common ground from which to discuss the issues?
Appreciative inquiry
Appreciative inquiry looks at problems positively, focusing on strengths, benefits, and improvement.
Most problem definitions focus on the negative, asking what needs to be fixed, what is bad about the situation, or what we want to avoid.
Possible definitions from an appreciative perspective could include:
How can I use what is good about our relationship to resolve the arguments?
How can I use the arguments to learn more about how my brother thinks?
How can we turn arguments into a debate?
How can I use my listening skills to prevent arguments?
Explore assumptions
Assumptions can limit the search for problem definitions or ideas by excluding some goals. Not all assumptions are wrong: you just need to be aware of them and identify those in your way.
In the sample problem, possible assumptions are:
Brothers and sisters should get along.
It is a communication problem.
Arguments indicate a problem in a relationship.
Arguments are unpleasant.
Talking about it will resolve the problem.
Arguments are a serious business.
Suppose you assume communication is the best way to solve problems. When you eliminate this assumption, you might look for other ways to spend time together.
When you remove the assumption that communication is about ‘talking it out,’ you might explore the possibility that your body language is causing problems, or use gestures to communicate your distress.
Removing the assumption that arguments are always unpleasant and serious, you could ask:
How can I use these arguments to improve my relationship with my brother?
How can I bring humour into these arguments?
This problem is about …
What is the problem about? You cannot compose a useful definition if you cannot answer this question.
What is the sample problem about? Possible keywords are siblings, arguments, anger, relationships, and love.
See if you can find 10 more keywords. And another 10.
By this time, you have gone beyond the obvious keywords to those that represent your true feelings (which may include the obvious keywords). Note that this list need not make sense to anyone else.
Possibilities are fear, changes, humour, sadness, being alone, understanding, mother, lies, embarrassment, and home.
Nonsense statements
A problem definition should lead to solutions for the problem. Obvious, huh? But they don’t all have to be sensible definitions. An unexpected or humorous statement can shake loose some unusual suggestions.
How can I make him like me again? (from the perspective of a child).
What might I learn if I could read his mind? (if you had superpowers).
Let’s look at techniques that might lead to non-sensible definitions.
Maximize
Make the problem bigger. Maximize something, exaggerate something. How would you define the problem if your brother were a giant, an army, or planning to kill you? What if your arguments could start the third world war? What if the whole family were to argue with you?
How can I prevent my brother from killing me?
How can I stop the war?
How can I make the giant like me?
How can I make my brother speechless with anger?
How can I save the relationship on my own?
Minimize
Do the opposite: minimize, decrease, lessen, or shrink something. Understate the problem. What if you could argue only a single word at a time? Or in 140 characters? Or in whispers? What if you could communicate only in drawings, or gestures?
What if you were a child? What if your brother were a child? What if you were both children?
Compile a list of keywords, one for each argument. Do you spot a pattern?
What is less threatening than an argument? Try to replace ‘argument’ with disagreement, bickering, differences of opinion, or debate. How does this change the way you see the situation?
You might want to explore a single argument in depth.
How can I be friends with my brother again?
How can I use body language to improve communication?
What would a drawing of our arguments look like?
How can I state my opinion without making my brother angry?
How can I raise the issue of the party without getting into an argument with him?
Reversals
What if you reverse the problem? Reversals are a good way to get a fresh perspective. They are particularly helpful when you have tried everything you could think of, but haven’t found a definition that satisfies you.
Reverse anything about the problem. What if you were arguing with your sister? What if you are the one who starts the arguments? What if arguing is the only way you can communicate? What if you and your brother never argue?
How can I stop arguing with my sister?
How would my brother make me stop arguing with him?
How can I make the arguments worse?
How can I cause the arguments?
How can I listen instead of argue?
What is the funniest thing about the arguments?
Once you have brainstormed ideas for these definitions, look for solutions either in these ideas or when you modify or reverse the reversed statements.
Break it into pieces
Several techniques for problem definition and idea generation have as their basis breaking a problem into pieces. So does designing a Tarot spread.
What could be the pieces of the sample problem? Or to ask it another way: What are the components of this situation? They might include:
you
your brother
the arguments (themes)
siblings
family relationships
relationships (his)
relationships (yours)
assumptions you are both making
beliefs that affect the situation
words or phrases often used
emotions
time
place
You could also add attitudes that you discern, other people involved, or topics that always cause problems.
Chunking
Chunking works well for problem definition, adjusting your focus from broad to narrow and back again. (Please see the post on chunking for more information and examples.)
Chunking up
Chunking up occurs when you move up in a hierarchy, or group pieces together.
Perhaps you decide that your brother’s way of relating to people in general is worth examining, thus grouping ‘family relationships,’ ‘siblings,’ and ‘relationships (his)’ together.
You might group ‘time’ and ‘place’ together under ‘environment.’
If you move up the hierarchy from ‘argument,’ you may get communication.
How may I help my brother improve his relationships with people?
Under which circumstances do we argue most frequently?
How can I improve the way we communicate?
Chunking down
When chunking down, you break the pieces into more pieces, and zoom in on one. Alternatively, you move down a hierarchy.
Perhaps you can identify a particular assumption, belief, emotion, or theme in the arguments that you want to explore.
Debate, discussion, altercation, bickering, or disagreement are types of arguments. If you replace ‘arguments’ with one of these, how does it alter your perception of the problem?
How can I soften my brother’s anger so we can discuss the problem?
How can I change my brother’s belief that I always treat him like a child?
How can I talk with my brother about his manners without making him angry?
How can we discuss access to my brother’s children without making him feel defensive?
Using Tarot cards
Another way to use the pieces of a problem is to create a Tarot spread with the pieces—or groups of pieces—as card positions. For example, you might have card positions for you, your brother, the relationship, and the environment (which includes time, place, and the general circumstances around your brother).
Tarot cards force you to look at a problem differently by adding a random element. Going through the spread also leads you to examine the pieces one by one, thus getting to understand the problem better.
So you have some information about the problem, but it is too vague to craft an effective definition from?
Your ideal goal is to craft a problem statement that contains pertinent facts, goals, the constraints you face, and a strategy to follow. (See the example of a well-defined problem in Defining the ill-defined: Part 1.)
To do this, you need to manipulate and interrogate the information that you have into a workable definition, so that you can solve the problem. You also have more information available than you think: things you have forgotten or not realized their importance, tacit knowledge (things you know without thinking about it), or assumptions (things taken for granted, but are actually significant pieces of information).
If it is a personal problem, you might also identify beliefs, prejudices, and motives that play a pivotal—but often concealed—part in the problem.
This post and the one after it will discuss techniques you can use to uncover more information to craft a useful definition.
Like idea generation, problem definition has two stages: divergent thinking, where you find as many options as possible without evaluating any of them, and convergent thinking, where you judge the usefulness of the definitions you have crafted, or modify ones that have potential. (See “Think differently” in Defining the ill-defined: Part 2.) This post is about the first of these: divergent thinking.
An example problem
Recently, you and your brother have argued more than usual, but you don’t know why. You are reluctant to talk to him about it, as this might exacerbate the problem.
Here you have some information to work with: who (you and your brother), what (arguments), when (the last few months). Your (somewhat fuzzy) goal is not to make things worse.
How could this problem be defined? Possibilities include:
How can I improve my relationship with my brother?
How can I improve the way we communicate?
What would be the best way to deal with the arguments?
What would be the best way to talk to my brother about these arguments?
How can I find out what causes these arguments?
How can I resolve the conflict between us?
How do I prevent these arguments from occurring?
How can I avoid sensitive subjects so that my brother will not get angry?
How can I find out what is wrong with my relationship with my brother?
How can I find out what happened a few months ago that is affecting my relationship with my brother?
How do I deal with the stress the arguments are causing?
What might be bothering my brother that makes him so edgy?
Each of these definitions accentuates a different aspect of the problem—the relationship, the arguments, communication, root causes, action, resolving the conflict. And each might send you in a different direction to search for solutions.
What if I do nothing?
What if I do nothing? is an excellent question to start with. Sometimes doing nothing is the right way to tackle a problem. If not, the answers to the question will give you a goal (or goals) to strive for, and/or outcomes to prevent.
Possibilities from our example problem are:
Conversations between you and your brother will be increasingly distressing.
It could cause an irretrievable breakdown in your relationship.
The rest of the family could become involved.
Someone in the family will be upset.
These arguments would start affecting other relationships in the family.
You will be alienated from your brother’s children.
You will have an uncomfortable relationship with your sister-in-law.
The stress of these arguments will carry over to your own relationships.
The problem will blow over, the arguments would stop, and you would go on as usual.
Possible definition: “My brother and I have argued much more during the last few months than usual. How can I prevent these arguments before his wife notices and becomes upset?”
Establish boundaries
Before you define the problem, obviously you need to determine what the problem is, but also what it is not, so that you don’t waste your time with irrelevant matters.
Let’s say the boundaries of the example problem are:
You, your brother (and no one else).
Arguments, conflict (not communication in general; not the whole relationship; none of any previous conflicts).
‘More than usual’ (but not any ‘usual’[ arguments).
Sibling relationship (not parental, friendly, or romantic).
A few months (not longer, not shorter).
Anger, irritability (no other emotion).
Possible definition: “My brother and I have argued much more during the last few months than usual. How can I prevent these arguments? My brother already resents the fact that I treat him like the ‘baby’ brother he is.”
Ask questions
5W1H
The 5W1H (who, what, where, why, when, and how) technique helps you identify the pertinent facts in the situation. Most of the time you will be amazed to see how much relevant facts you have that you have not yet added to the definition.
A possible definition of the example problem: How do I improve [how] my conflict-resolution skills [what] to talk to my brother [why, who] about the arguments [what] we [who] have had since his operation four months ago [when]? I don’t want him to resent me as his ‘big sister’ [what] as he usually does when we have a serious talk [when].
Why?
Why is this a problem? takes you straight to the heart of the problem.
You can use this question in two ways. The first is to compile a list of answers to Why is this a problem? and Why else? This list will help you identify core issues.
From the example problem the answers might be:
Why is this a problem: Because conflict makes me anxious.
Why else? I want to invite the family to my birthday party.
Possible definition: How can I use my communication skills to resolve the arguments with my brother before my birthday party? I want a peaceful family gathering.
The second way to use Why is to ask Why to every answer.
Why is this a problem? I don’t like arguing with my brother.
Why don’t you like arguing with your brother? I don’t like upsetting him.
Why don’t you like upsetting him? Because that would make it awkward to visit his wife, who is a good friend.
Is there something lurking behind the problem? Maybe the real problem is that you and your brother have never communicated well, or that you have been short—tempered lately because of stress over an unrelated issue.
How can I improve communication with my brother?
What is the essence of the problem?
This question might give you the same answer as the previous question, but it could also uncover something else. The two questions are related, but view the problem from slightly different angles.
How can I improve my relationship with my brother, which has never been good, but never so bad as in the last four months?
Am I solving the right problem?
It is always a good idea to make sure you are trying to solve the right problem. But you can only answer it once you know exactly what you want to achieve. This question is related to What is the real problem? and What is the essence of the problem?, but again it approaches the problem a little differently.
Maybe you are trying to solve the problem of communicating with your brother, when the real problem is that you don’t want to lose his wife’s friendship.
What do I want? (And what do I not want?)
This question pertains to your goals, but it is a more intimate and personal way to put it. This might make it the more effective question.
Asking What do I not want? identifies the constraints, obstacles, and outcomes to avoid. For example, wanting to resolve the arguments before your birthday party puts a constraint on time; ‘not upsetting my brother’ because he has a temper, places an obstacle in the way; and ‘avoid another argument’ points to an undesirable outcome.
What is standing in my way?
This question targets the obstacles in your way. Perhaps your temper is the problem:
How do I avoid arguing with my brother if I can’t control my temper?
What is the worst thing that could happen?
This question focuses very strongly on what you do not want. This is a back-to-front way to identify your goals, and could be an effective question in defining a problem.
Identify your goals
A vague problem statement takes form once you know what you want to achieve. The problem with complex problems is that often they can have various goals, some of which may contradict each other.
Looking at the example problem, your goals could be to
stop the arguments,
avoid the arguments,
identify the reasons for the arguments,
learn how to resolve conflicts,
control your sharp tongue
improve communication in the relationship
improve your communication skills
improve the relationship
keep in contact with your sister-in-law
learn how to deal with the stress of conflict
Wanting to avoid arguments, for example, leads to different actions than learning conflict-resolution skills or asking your brother what the problem is. Wanting to avoid arguments also seems to indicate different solutions than wanting to improve communication in the relationship.
Goals not only give structure to problem definitions, they can also indicate the strategies or procedures to follow in order to solve the problem. Your goal could indicate the need to learn, avoid, practise, research, communicate, or ask something, or go somewhere.
Questions that can help you here are What is the ideal outcome? Why do I want to solve the problem? What is the most important thing to achieve?
Backcasting
Backcasting is a well-known and effective technique to discover ways to reach a goal. It starts with the goal, and works backwards.
Take the answers to What do I want? or What is the ideal outcome? and work out what steps you need to take to get there.
For example, if your goal is to improve communication with your brother, one step could be to take a course or attend a workshop. To achieve this, you need to find courses or workshops, and to do that you need to go to the library … and so on until you have a step that you can take immediately.
Possible, preferable, probable future
What do you regard as the ideal outcome? This is your preferred future.
What do you think would happen anyway, or would happen if you do nothing? This is your probable future.
The possible future is an alternate outcome that is less likely than the probable future, but still feasible.
When you have the answers to these questions, it is much easier to formulate a problem definition that reflects your goals, and avoids the undesirable.
What’s next?
Following posts will discuss the use of analogies and metaphors to define problems, and (of course!) ways to use Tarot cards to define problems.
Ill-defined problems—as if they are not complicated enough—can arrive at your door in several guises:
You have a vague feeling that something is wrong, but you can’t put your finger on it. For example, You are feeling uncomfortable about something, but you don’t know what.
You know what the problem is, but you are unsure where your focus should be, and important information is missing. For example, You and your brother argue more than usual, but you don’t know why.
You have a problem statement, but you want to make certain the statement is the most effective way to describe the problem. A different starting point or angle might be more helpful. You might also wonder whether the statement describes the real problem. For example, How can I motivate my team to continue working on a project that seems to be going nowhere?
Each of these scenarios requires a different approach. Let’s start with the first one. (The next two posts will discuss the second and the third scenarios.)
Spreads for “I have a feeling …”
Sometimes you experience the symptoms of a problem, but don’t know where the problem lies. You might feel unproductive, demotivated, blocked, upset, anxious, irritable, frustrated, dissatisfied, or unsettled. Sales and customer numbers might be falling, but you don’t know why. Relationships could be strained, for seemingly no reason at all. A project is going nowhere, and you can’t see why. Any of these is a warning sign that something is wrong, but you might not know where to start looking.
What you need most in such situations, is information.
In Getting it together: Information gathering, I described how to gather information with a Tarot reading. (Of course, you can gather information by interviewing others or doing research, but in this instance we concentrate on the information you have available, often without realizing it. You will be surprised at how much you already know.)
Any method where you literally gather your thoughts—relevant facts, memories, beliefs, goals, assumptions—will help you define the problem. Mindmapping and brainstorming could help, or talking it over with someone.
Your situation in general
If you want to use a Tarot spread, the most useful ones are those that cover a general view of the situation.
The Celtic Cross is a good example: it helps you uncover useful information such as your challenges, your hopes and fears, and how your environment is contributing to the unease you feel. (The “What is standing in my way?” spread is based on the Celtic Cross, with its positions modified to fit problem solving.)
With the Horoscope spread, you explore aspects of your life as represented by the twelve houses. These include your health, finances, relationships, career, and spirituality.
A five-card spread with the positions Who, Where, What, When, and Why might also reveal valuable information.
Strengths and weaknesses
A different way to pinpoint where a problem lies is to do a SWOT exercise, which examines your position in the situation, your strengths, weaknesses, opportunities, and threats. My SWOT spread might be useful, or simply draw a card for each aspect.
Wishes and needs
What do you wish for? The answer to this question might be the reason you feel frustrated or unhappy. The Magic square spread: From worry to peace explores hopes, worries, feelings and thoughts. You could explore wishes and needs with the Magic square spread: I want, I have, I need, I deserve. For less complicated problems, the Taking stock and Building bridges could be suitable. These spreads include positions for solving the problem. However, with complex problems, it might be best not to include solution positions in a spread; concentrate on generating an effective definition first.
Design your own spread
You might want to explore something not covered in the general spreads, or a different configuration of elements.
When you design your own spread, I suggest that you include ‘problem’ (or ‘situation’) and ‘obstacle’ (or ‘challenge’) positions. These give you a good starting point to explore the situation.
You can then add positions from traditional spreads such as:
past (or ‘cause’)
near future (or ‘effect’)
you (your role in the problem, or how you are affected)
your environment
your hopes and fears
outcome (or ‘consequences’).
Other possibilities are:
what bothers you?
possible future
probable future (or ‘outcome’)
goal / preferable future / where you want to be
what is standing in your way?
what you don’t want
influences (positive and negative)
advantages and disadvantages
what you know
what you don’t know (information lacking)
what you need to know
what you are aware of / conscious
what you are not aware of / unconscious
what is not part of the problem
what is important
what is not important
a different way of looking at it (an alternative ‘situation’)
why? why else?
head / I think …
heart / intuition / I feel …
The spread does not have to be a large one such as the Celtic Cross. A three-card spread such as Problem / Cause / Effect or Where you are / Where you want to be / What is standing in your way can be tremendously valuable.
Predict or divine
Some of these spread positions might seem to require insight into the future. Tarot for problem solving does not involve divination; the cards are there for you to brainstorm possibilities.
You could, however, use the “So is this true” or “I predict that …” techniques. In the first, you read a spread as if it describes the truth, then examine your reading for what you want and don’t want. In the second, you read a spread to make a ‘prediction’ of the outcome, then decide whether this is what you want, or if not, what you do want.
Problem definition is a separate step in the problem-solving process. It is also a creative act. Research suggests the better you are at problem definition, the more creative you are.
This is good news. Creative skills can be learnt, and practice makes us better problem solvers. The skills you need to define a problem are similar to those used in idea generation, so some will already be familiar.
Invite insight
As in idea generation, you need insight into the problem to generate high-quality problem statements.
Insight is the “A-ha!” moment when you suddenly find a solution, or understand something for the first time, or grasp what the problem is about.
Insight cannot be taught, but you can create the ideal circumstances for insight to occur. These include spending time and effort on a problem, because insight seldom arrives out of the blue (although it can feel like it). (We’ll talk about incubation in a future post.) Cultivating an attitude that promotes creativity is another.
Look beyond old solutions
Before you search for effective problem statements, you must acknowledge that old problems and traditional ways of doing things may not help.
When confronted with a problem, we search our memories for similar problems that we had solved successfully in the past. For well-defined problems, this is the correct strategy. For ill-defined problems, it is not.
Ill-defined problems are usually new problems, ones that we have not come across before. We might have seen similar ones, but because ill-defined problems contain changeable, unpredictable, and unknowable elements—market forces, consumer needs, hidden agendas, contradictory goals, the weather—they will never be exactly the same.
New problems need novel solutions. And novel definitions.
Change perspective
Insight will not come if you keep looking at a problem from the same angle. Ill-defined problems require a fresh perspective, a different way of looking at a problem. This is true for both idea generation and problem definition. One way to change perspective is to add a random element to the situation, like a word or a Tarot card. You could also imagine looking at it through the eyes of, say, a child, or a clown, or The Hierophant.
Adjust focus
In Chunking problems I explained how adjusting the focus can make you see the problem more clearly. Sometimes you need to chunk down, or zoom in to specifics, and sometimes you need to chunk up, or zoom out.
Find alternative definitions
Just as an ill-defined problem can have more than one solution, it can be defined in various ways (See Defining the ill-defined: Part 1.) Different people will look at the same collection of facts, goals, constraints, and procedures, and interpret them differently. Most often, the variations in definitions are due to differences in personality, values, and assumptions.
Some of these definitions will be more effective in solving the problem than others.
Question assumptions
In Defining the ill-defined: Part 1, I showed how assumptions can result in different definitions. When dealing with ill-defined problems, it is always a good idea to examine your assumptions.
Assumptions are not always wrong, but they can limit you to a specific approach, which in turn will limit the variety of definitions you come up with. In problem definition, as in idea generation, quantity is more important than quality until you have exhausted the options you can think of.
What is the problem?
One question you must ask yourself is What is the real problem?
In Chunking problems and Which problem are you solving? I discuss how you might find yourself solving the wrong problem by using ineffective definitions. Essentially, you might work hard to solve the problem, only to find that the solutions you came up with do not address the problem at all.
For example, a company notices that its product is selling less well than before. They might frame or define this problem as a marketing problem, and work on an advertising campaign, while the real problem is that the consumers have moved on, and the company needs to drastically rethink their product. Defining the problem as a marketing one will not be effective.
You could also ask What is the essence of the problem? Your answers will overlap those to the previous question, but you might gain a slightly different insight.
A particular danger of complex problems is solving symptoms instead of the problem. For example, if a project is running behind schedule, the project leader might find that the teamwork is not what it could be, the project schedule is not adhered to, and the team is incomplete in terms of skills. Working on one or more of these could give some effective solutions. If the real problem, however, lies in the nature of the project itself, it would be much more effective to start the problem solving at that level.
Think differently
Both idea generation and problem definition require a specific kind of thinking: creative thinking.
Creative thinking is usually equated with divergent thinking, which is explorative, intuitive, and associative rather than sequential. It looks for options and alternatives, not the one ‘correct’ solution. This thinking is literally ‘divergent’—going in different directions. At this stage of the exercise, it is important not to evaluate definitions as you generate them.
Convergent thinking, on the other hand is rational, analytical, logical, focused, and evaluative. It is the opposite of divergent thinking: it narrows the various options down to the ones that seem the most helpful.
True creative thinking is to alternate between divergent and convergent thinking. Once you have brainstormed a number of ways to define the problem, you need to evaluate them and choose the one(s) that seem the most effective. The same is true for idea generation: judgment is suspended during the idea generation phase. Once you have as many ideas as you could come up with, the ideas are evaluated and the best ones selected.
Creative thinking is flexible thinking, applying the most useful mind-set to the various stages of problem solving and adjusting the focus as necessary. It is being open to new possibilities and new information, and willing to consider these even when they contradict each other. It is also the willingness to question assumptions.
The creative personality
Both the research and popular literature on creativity single out openness as the most important personality trait for creativity. Openness is one of the traits identified in the Five Factor Model of personality.
An open mind questions assumptions, accepts new information, and looks beyond the first answer to find solutions. It is flexible, able to adjust thinking to suit circumstances, open to new experiences, and able to receive, evaluate, and assimilate new information. It is eager to explore—curiosity is one of its dimensions.
People with this personality trait are comfortable in uncertain and ambiguous circumstances, which means that they are more willing to spend time with an ill-defined problem than a rigid personality would be. Rigid personalities would tend to grab the first solution they come up with, or rely on previous solutions, to get rid of the discomfort of uncertainty as soon as possible. In contrast, an open person can hold contradictory thoughts in mind and argue from all sides. They regard paradox as an opportunity, not a stumbling block.
Motivate yourself
Solving problems take time and effort. Research indicates that the more time people are willing to spend on a problem, the higher the quality of the solutions.
One way to increase motivation is to be actively involved in defining the problem.
If you have a stake in the solution, you will be willing to spend time on the problem.
If you are involved in defining the problem, you can frame the problem so that you are motivated to solve it. If you are concerned about people, framing a problem as a humanitarian one will motivate you more than if it is framed as, for example, a funding problem.
The better you are at defining problems, the easier you find it to create problem statements that fit your personality and values.
Knowledge
The final aspect of problem definition to explore before we turn to problem-definition techniques, is knowledge. Knowledge is something that can both make problem definition easier, and be an obstacle.
Someone entrenched in a particular field might find it difficult:
to step back from the problem and view it from different angles,
to refrain from applying familiar solutions to a problem, acknowledging the need to consider something new or unusual,
to identify and question assumptions.
On the other hand, in problem definition—and problem solving as a whole—knowledge is necessary in several ways. Knowledge is needed to:
discover that a problem exists,
determine what the ideal outcome or goal would be,
know what challenges you are likely to face in solving the problem,
recognize that the problem definition is less effective,
compare the problem with previous problems to find differences and similarities,
decide whether a previous solution would work, or that a new one is needed,
evaluate definitions or solutions as potentially effective or not.
Interested in doing your own research on problem definition?
If you are interested in reading about problem definition in the research literature, you need to search under more than one keyword or phrase. The ones that will get you the most hits are problem finding, problem formulation, problem identification, problem definition, and problem construction.
When I write about problem definition, I use:
Problem statement or problem definition as the sentence or few sentences that describe the problem. These could be short statements that end with a question mark, or longer constructions that include several pieces of information.
Problem finding and problem identification, although they are used by some for the full problem-definition step, I use to describe activities and techniques where you are not sure that a problem really exists, or are deliberately trying to find problems.
Problem construction is an elaborate statement that includes the available facts, the constraints, the goals of the exercise, and the processes to follow.
Ill-defined problems are sometimes called complex, ill-structured, messy, swampy, or wicked because, frankly, they are. They are also known as ill-defined because they are … uh … badly defined.
Einstein famously said that if he had an hour to save the world, he would spend 55 minutes on defining the problem, and five on finding a solution. Einstein was talking about the ideal definition, one that sets you well on your way to solve the problem.
In the next few posts I will show you what constitutes useful definitions, and techniques that can help you create them. This post pulls together and expands on what I have already written on ill-defined problems. (See “Related articles” below.)
It is complicated
To define a problem is to create a frame or a statement that describes the problem. If you want to know what the capital of Brazil is, you will state the problem as “What is the capital of Brazil?” Easy.
It gets complicated, however, when the problem involves complex systems—such as market forces, the weather, politics, or people’s behaviour, motivations, and attitudes—constantly in flux, and therefore difficult to predict.
An ill-defined problem is also one that you have not encountered before, which means there are no well-tested strategies or obvious processes to follow. And a novel situation needs novel—therefore original—solutions. Even if two situations seem similar, when a problem involves dynamic forces, there will be many differences. (For example, if a couple enters therapy to resolve infidelity, would you treat them the same way as a second couple struggling with the same problem?)
When dealing with ill-defined problems, uncertainty is built in.
The most useful definitions reduce uncertainty as much as possible by structuring available information.
Well-defined problems
Ill-defined problems are called ill defined because they lack information. What there is, is vague or incomplete, and the goals (that tell you when a problem is solved) are unclear. You might even be unsure if there is a problem.
Well-defined problems, on the other hand, contain all the information necessary to solve them.
How many eggs are in the fridge? is a well-defined problem. The problem statement contains all the information you need to solve it.
You have eggs, and they are in the fridge.
The problem will be solved when you know how many eggs are in the fridge.
The phrase “the fridge” implies our fridge, or the fridge closest to you (in a supermarket, for example). Unless you don’t know how to count, or the fridge is in someone else’s house and you don’t have the key, there are no obstacles that must be overcome before the problem is solved.
The problem is about eggs, and nothing else. It concerns the eggs in the fridge, and nowhere else.
“How many” tells you that to solve the problem, you will have to count something.
Other well-defined problems include scientific or mathematical operations, puzzles, questions of fact (What is the capital of Brazil?), or the correct way to operate a piece of machinery.
Well-defined problems usually have only one, correct, answer.
A problem with information
Now consider these examples of ill-defined problems:
You and your boyfriend have been drifting apart.
The product you are responsible or, is not selling well. How can you improve sales?
You have been tired and irritable lately, but your doctor says that there is nothing wrong with your health.
Some of your key employees are dissatisfied with their salaries, and are talking about leaving.
A friendship ended badly. You would like to be friends again.
You are hosting this year’s family Christmas lunch. You want to avoid the usual chaos.
You are unhappy with your career, and want to change it.
Your future mother-in-law doesn’t like you.
Your teenage daughter has lately been quiet and withdrawn. You are wondering if you should do something about it, or if it is normal teenage moodiness.
Your boss believes the firm is losing customers. She asks you to investigate.
Some of these problems are vague (“dissatisfied,” “talking about leaving,” “quiet and withdrawn”).
Others give you a bit more information (you are healthy, it is a Christmas lunch). Some tell you what the goal is (to win the friend back, to change careers, to improve sales) or that there is a constraint (the problem must be solved before Christmas).
But even so, these problems are full of uncertainty. How do you define a restored friendship? Which aspects of your career do you want to change, and what do you mean by ‘change’? How would you measure sales to see if they have improved?
Sometimes you might be asking the wrong question: maybe you shouldn’t ask How to improve sales but What has changed in the market?
And then some problems might not even exist.
The information you have, will influence the way you define the problem. Your definition of the problem will influence what you consider important, and what additional information you gather.
Interpreting the uncertain
Sally and her boyfriend are not as close as they used to be. What makes it more difficult, is that they live in different cities. Sally wonders whether all her romantic relationships are doomed to follow the same pattern.
If you ask 10 people to define the problem, you might get ten statements. Consider these possibilities:
How can Sally rescue the relationship?
How can Sally end the relationship without blaming her boyfriend?
How can Sally talk to her boyfriend about it?
How can Sally see her boyfriend more often?
How can Sally keep in contact with her boyfriend when they are physically apart?
How can Sally identify and correct destructive patterns, so she won’t make the same mistake with someone else?
How can Sally trust her boyfriend to be faithful, when they are apart for long periods?
How can Sally improve communication with her boyfriend so they can become closer again?
How can Sally change her interests and hobbies to be closer to her boyfriend?
How can Sally improve intimacy in the relationship?
How can Sally find a new boyfriend who will understand her?
(Okay, 11 people )
The influence of uncertainty
Because the situation is ambiguous (what does ‘not as close as they used to be’ mean?), the problem solvers interpret it by projecting their own values and beliefs on it. None of these definitions are necessarily wrong, but your entire approach to a problem—what information you will seek, what outcome you will strive for, and what strategies you will follow—is influenced by subjective beliefs and biases.
The different interpretations of the situation are based on different assumptions, such as:
Sally wants to end the relationship.
Sally wants to save the relationship.
The main problem is physical distance.
Sally doesn’t know how to communicate with her boyfriend.
Sally should try to trust her boyfriend.
Sally has a problem with low self-esteem.
Sex is the main problem.
Different interests are to blame.
Sally is to blame.
The boyfriend is to blame (he doesn’t understand her).
Any or all of these assumptions may be wrong. There is just too much that we don’t know.
We don’t know what Sally wants. We don’t know how her boyfriend feels about the relationship, what his needs are, or what his hopes are for the relationship.
We don’t know what is going wrong in the relationship. How close did they used to be? What is Sally’s definition of ‘close’? And her boyfriend’s? What is the pattern that Sally thinks she sees?
Solving the uncertain
An ill-defined problem should be approached by gathering all the information available, then deciding what is relevant, while remembering that the choices made here might be influenced by personality, beliefs, values, social and economic background, and education.
When solving messy problems (also known as ill-defined or wicked problems), the problem solver should use every trick in the book to craft the most useful problem statement. Messy problems, however, tend to be vague, their goals fuzzy, and the way to a solution, murky.
So what do you do? You can make the problem smaller by breaking it into pieces (see Which problem are you solving?), or make the problem bigger by making it more abstract.
Making a problem more abstract means identifying the core concept(s) of the problem, and moving up to a higher or more general category.
Chunking
Chunking up is the term most often used in creative problem solving for moving to a higher level. Chunking means breaking something into meaningful chunks. Chunking upis when you group related chunks into a higher category; chunking down refers to moving downward to specifics.
In psychology, chunking is a technique to memorize long lists of items. To memorize a telephone number, for example, you break the number into meaningful chunks such as country and area code. Objects can be grouped in whatever way makes sense to you—colour, shape, use, and so on. Such groups, because they are meaningful to you, will be easier to remember than an unordered, large group. The items in a group will also be easier to remember; because they are similar in whatever way you chose, one item can remind you of another.
Chunking can also refer to the way text is broken into meaningful chunks; for example, chapters, sections, paragraphs, and lists.
Going abstract
Creativity researchers call this shift of focus to an enclosing group abstraction. Studies suggest that, when you use abstraction to craft a problem definition, you increase your chances of finding high-quality and original solutions.
Examples:
Improving your communication with a friend is specific; striving to be a good communicator is more general.
A fear of public speaking is a specific fear; social phobia is a more abstract concept, and anxiety is another step up.
Examining a company’s overall image (abstract) may give better results than improving the marketing of a single product (specific).
Working on your self-image (abstract) will give different results that exploring ways to make more friends.
Imagine taking a photograph: you do not only select the angle from which to take a photograph, you also choose the focus. Do you zoom in on a detail, or zoom out to reveal a bigger picture? You play with the focus until you are happy with the level of detail the photograph will capture.
Hypernymns
Do you remember the technique of replacing key words in a problem statement with synonymns? To chunk up, you can use hypernymns. A hypernymn is the class or category to which a concept belongs. For example, a desk is a type of furniture; blue is a type of colour. Furniture and colour are the hypernymns; desk is a hyponymn of furniture, and blue is a hyponymn of colour.
How can I use abstraction (or chunking) for a problem definition?
Let’s look at a few examples.
The problem: I put on a lot of weight since Christmas. I want to lose it. (Wicked problem, huh?!) Let’s see how this situation can be transformed into a useful problem definition.
Initial statement:
How can I lose weight?
Weight loss can be abstracted as a health activity. The problem could now be stated as:
How may I improve my lifestyle to focus on my health?
Another possibility is:
In what ways can I modify my lifestyle to include more health activities?
Either of these statements could now serve as problem definitions. However, If they are too wide (too abstract), you can chunk down again, in this case to a type of health activity:
How can I change my diet so that I lose weight?
You can go further down if this definition is still too abstract:
Where can I find recipes for food that is both low in fat and tasty?
How can I modify my favourite foods so that they are less fattening?
You can chunk up again with:
How can I change my attitude towards food?
Keep chunking up and down until you are satisfied with the problem statement.
Why, why else
To help you chunk up, you can use the questions “Why?” and “Why else?”
Why do I want to lose weight?
Possible answer:
I have nothing to wear. My clothes don’t fit.
Why else do you want to lose weight?
To feel better about myself.
Possible problem statement:
How can I feel better about myself even while I still haven’t lost weight?
Or chunk down even further to:
How can I modify or supplement my wardrobe until I have lost weight?
What is the real problem?
Asking “What is the real problem?” can help you make the statement more abstract.
Initial statement:
How can I lose weight?
What is the real problem?
I’m worried about my health.
Possible statement:
How can I live a healthier lifestyle?
If you ask again, What is the real problem, your answer might be:
I don’t have time to go to the gym, or study nutrition.
Chunking down:
How can I improve my work/life balance so that I have more time to go to the gym?
Chunking even further down might give you:
How can I be more active in my daily life, without spending much of time on it?
More about abstraction
Ward, T. B., Finke, R. A., & Smith, S. M. (1995). Creativity and the mind: Discovering the genius within. New York and London: Plenum Press.
Ward, T.B., Patterson, M.J., & Sifonis, C.M. (2004). The role of specificity and abstraction in creative idea generation. Creativity Research Journal, 16(1), 1-9.
Welling, H. (2007). Four mental operations in creative cognition: The importance of abstraction. Creativity Research Journal, 19(2-3), 163-177.
Ill-structured problems are easier to solve if you have a good definition of the problem. And that’s easier said than done. Ill-structured problems, lacking crucial information, are open to many interpretations. The closer you can get to the essence of the problem, the better your chances of finding effective solutions.
As an example, look at this problem statement: “How may we prevent knowledgeable employees from leaving the company, taking their expertise with them?”
Making the problem smaller
The question is very wide: it tries to capture too many issues at once. To narrow it down, you need to establish if this problem is about preventing employees from leaving, or retaining their knowledge. Should the emphasis be on capturing this knowledge, or providing incentives for employees not to leave? Is the main problem keeping the employees, or capturing their knowledge?
Maybe there is a further element of the problem that this definition has not captured. Your focus would be different if the employees who are leaving the company come from the same department, or the same job level, or from various divisions and salary scales.
Are you solving the right problem?
A vague definition may mean that you solve the wrong problem. Your focus may fall on preventing employees from leaving, while it would be more effective to capture their knowledge before they leave. Or you might explore how to stop employees from leaving, when the real problem is why they are leaving.
Question the question
There are many ways to help you formulate the question. One of these is to examine key words in the statement. Here is a technique described—with slight variations—by Edward de Bono, Arthur VanGundy, and Tudor Rickards. You can use it either to refine your problem statement or, if you are stuck for solutions, find different ways of looking at the problem.
The technique is simple, but powerful. First, underline the key words in your problem statement.
“How may we preventknowledgeable employees from leaving the company, taking their expertise with them?”
Now find several synonyms for each key word. Using thesaurus.com, I get: How may we …
prevent
knowledgeable
employees from
leaving the company …
avert
wise
escaping
avoid
experienced
fleeing
bar
perceptive
disappearing
block
appreciative
vanishing
counter
defecting
forbid
hamper
inhibit
limit
intercept
The synonyms are not exact replacements for the key words, prompting you to look at the problem from slightly different angles.
If you replace leaving with vanishing, it might suggest that the problem is not the leaving, but the fact that the knowledgeable employees are completely lost to the company. This might suggest offering them contracts to consult or mentor employees.
If you replace leaving with fleeing, it might lead you to consider why these employees are leaving. Can you remove some of the stumbling blocks?
“Counter knowledgeable employees from defecting” could suggest that you investigate what they are leaving for. Do other companies headhunt employees with better offers? How can you counter this?
Replacing knowledgeable by experienced adds another dimension to explore: knowledge can be captured, but experience needs teaching, demonstrating, and guidance.
Have you noticed how often we define problems as what we do not want, or what is negative, painful, or needs to be fixed? Even the word “problem” is problematic: it immediately makes us think of what is imperfect.
What will happen if we focus on the positive instead?
Suppose, instead of asking …
What do we want to avoid?
What do we want to leave behind?
How can we eliminate this?
What needs to be fixed?
How do we fix it?
What do we want to improve?
What went wrong?
What must be removed?
… try
What is going well, and how do we increase it?
What benefits are there in this situation?
What is working, and how can we improve it?
Where do we want to be, and how do we get there?
What can we add?
Of course we also have to focus on what is wrong, what is negative and needs to be fixed. But framing a question differently—appreciative inquiry—can help us gain a different perspective.
Appreciative Inquiry as a technique was formulated in the mid-1980s by David Cooperrider at Case Western Reserve University. He suggested that rather than focusing on the pain, we look towards increasing the pleasure. The technique is also an effective way to identify opportunities and strengths for improvement.
Appreciative Inquiry involves four Ds: Discover, Dream, Design, Deliver. First we define the problem, then we decide where we want to go, how we can get there, and how to do it.
Let’s use these elements in a Tarot spread:
Prologue:
What is going on?
What is painful, or needs to be changed?
Second row:
Discover: What has gone right before? What is currently working well? What do you like about this? What are the strengths?
Dream: Where do we want to go? What is the pleasure, and how can we increase it?
Design: What do we need to get there? What can we add, increase, or strengthen?
Asking “How can we really annoy our customers?” instead of “How can we increase customer satisfaction?” may just prod your brain into creative mode.
Reverse brainstorming and reversing the problem are fun ways to jolt the brain out of its usual ways of thinking. Sometimes a surprise shakes loose some ideas, so why not approach the problem from the opposite direction?
In reversals, you ask questions such as “How can we make the problem worse?” or “How can we cause the problem?”
Alternatively, you can reverse something in the problem definition:
“How can we increase sales of Widget X” could become “How can we stop people from buying Widget X?”
You can reverse anything in the problem statement—go backward or do the opposite. Reverse a viewpoint. Change direction. Reverse the action, or the object, or the goal of the exercise. Find an upside-down and back-to-front way of stating the problem. Then brainstorm solutions.
And with Tarot cards?
Reverse or negative brainstorming works well with Tarot cards, but techniques specific to Tarot would be to reverse the cards or to ask the “wrong” questions in the spread positions.
Reverse cards offer a wealth of meanings, mostly because there are various ways to read them. In The complete book of Tarot reversals (see bibliography below) Mary Greer offers twelve ways to read reversed cards. James Ricklef and Joan Bunning also describe ways to read reverse cards.
And in creative problem-solving, the more stimuli you have, the greater the chances of finding unexpected solutions.
The reversed spread
The first part of this spread is a normal problem-solving exercise using upright cards, so write down your problem statement, shuffle the cards, and lay them out like this:
1. What is the problem?
2. What is the most important thing about this problem?
3. How can I approach this problem?
4. What or who can help?
Now reverse the cards
Repeat 1: What is not part of the problem?
Repeat 2: How can I make the problem worse?
Repeat 3: What should I not do?
Repeat 4: What if I do nothing?
Why reverse the problem?
When you concentrate on what not to do, you surprise your brain by tackling the problem from a different angle.
Once you have generated ideas, of course, you need to reverse the “solutions” to apply to your problem.
Reversing the problem also addresses common stumbling blocks in problem-solving.
The first is working with a fuzzy definition of the problem, so that it is not clear what is or is not part of the problem. You might have defined your problem too widely (“How can we increase customer satisfaction” versus “How can we make our teenage customers happy”), or too narrowly (“How can we encourage teamwork?” versus “How can we improve staff morale?”).
You might be trying to solve the wrong problem (focusing on team spirit when the team members are unhappy about things that have nothing to do with the team).
You also do not want to spend time on a problem, only to find that the problem does not exist anymore. The urgency of the problem might have passed, or the problem might have solved itself. (Wouldn’t that be nice!)