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ANALYTICAL PROBLEM-SOLVING

Copyright, Arnaud Chevallier. All rights reserved.

Arnaud Chevallier / July 2010 (Revised)

See more at powerful-problem-solving.com

Friday, July 9, 2010


We all solve problems daily

How should we complement our product porfolio?

Why havent we met our sales target?

How can we reduce illegal immigration?

...

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Friday, July 9, 2010


But most of us havent received formal training
on how to do it

From Cartoonbank.com

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Friday, July 9, 2010


This presentation shows how
basing your resolution on key
questions can help

Well see how to:


Define optimally your problem
Solve it with an issue tree

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Friday, July 9, 2010


This presentation shows how to define a problem and how to plan
its solution

Basing your problem-


We all solve But we dont do
problems it optimally solving on key
questions can help

Define the problem Identify the solution

Define the key Understand Build the


Improve it
question the context issue tree

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Friday, July 9, 2010


Basing your problem-
solving on key
questions can help

Define the problem Identify the solution

Define the key Understand Build the


Improve it
question the context issue tree

See more at http://powerful-problem-solving.com 6 :41

Friday, July 9, 2010


Basing your problem-
solving on key
questions can help

Define the problem Identify the solution

Define the key Understand Build the


Improve it
question the context issue tree

See more at http://powerful-problem-solving.com 6 :41

Friday, July 9, 2010


First, you have to identify the right key question (well
consider only how and why questions)

From Cartoonbank.com

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Friday, July 9, 2010


This can be more difficult than it sounds
Problem: the cars of the employees of a company dont
fit into the parking lot
Whats the key question?

From Cartoonbank.com

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Friday, July 9, 2010


For instance, it is easy to consider only one
aspect of the problem

How can we
increase the
capacity of the
lot?

After M. Jones, The Thinkers Toolkit

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Friday, July 9, 2010


For instance, it is easy to consider only one
aspect of the problem

Expending its
dimensions
How can we
increase the
capacity of the
lot?
Putting more
cars in the
current space

After M. Jones, The Thinkers Toolkit

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Friday, July 9, 2010


For instance, it is easy to consider only one
aspect of the problem

Building a new
Expending its floor
dimensions
How can we Using a new parcel
increase the
capacity of the
lot?
Putting more
cars in the
current space

After M. Jones, The Thinkers Toolkit

See more at http://powerful-problem-solving.com 9 :41

Friday, July 9, 2010


For instance, it is easy to consider only one
aspect of the problem

Building a new
Expending its floor
dimensions
How can we Using a new parcel
increase the
capacity of the
Reducing the size of
lot?
each space
Putting more
cars in the
current space Reducing the area not
dedicated to parking

After M. Jones, The Thinkers Toolkit

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Friday, July 9, 2010


For instance, it is easy to consider only one
aspect of the problem (contd)

How can we
reduce the
number of cars?

After M. Jones, The Thinkers Toolkit

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Friday, July 9, 2010


For instance, it is easy to consider only one
aspect of the problem (contd)

Reducing the number of


employees
How can we
reduce the
number of cars?
Increasing the number
of employees per car

After M. Jones, The Thinkers Toolkit

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Friday, July 9, 2010


For instance, it is easy to consider only one
aspect of the problem (contd)

Moving part of the


company elsewhere
Reducing the number of
employees
How can we Eliminating jobs
reduce the
number of cars?
Increasing the number
of employees per car

After M. Jones, The Thinkers Toolkit

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Friday, July 9, 2010


For instance, it is easy to consider only one
aspect of the problem (contd)

Moving part of the


company elsewhere
Reducing the number of
employees
How can we Eliminating jobs
reduce the
Making that more
number of cars?
employees use other
Increasing the number means of transportation
of employees per car
Promoting car
pooling

After M. Jones, The Thinkers Toolkit

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Friday, July 9, 2010


So ensure you are solving the right problem (not a part,
not a symptom)
Building a new
Expending its floor
dimensions
How can we Using a new parcel
increase the
capacity of the Reducing the size of
lot? each space
Putting more
cars in the
How can we current space Reducing the area not
solve the dedicated to parking
saturation of the
Moving part of the
lot? Reducing the company elsewhere
number of
employees Eliminating jobs
How can we
reduce the Making that more
number of employees use other
cars? Increasing means of
the number of transportation
employees
per car Promoting car
pooling
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Friday, July 9, 2010


The key question encompasses all the other
relevant ones

? ?
? ? ?
? ?
? ? ? ?
?
?
?
?

Key question

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Friday, July 9, 2010


The key question must have the right scope:
neither too narrow nor too wide

Make the key question...


Neither too vague
Nor too narrow / oriented in the wrong direction /
based on a hypothesis / compounded

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Friday, July 9, 2010


To fully describe your problem you must complement
your key question with an introductory flow...

Situation:
C
O The non controversial, relevant information about the problem.
N ONLY the relevant information
T
E Complication:
X
T The unique need for change (potentially illustrated by some of its
symptoms/consequences)

Key question: THE question you want to answer

Adapted from Barbara Minto, The Minto Pyramid Principle

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Friday, July 9, 2010


... and a definition of the environment

Criteria for a high-quality tree:


Optional actions that will ensure that your tree is of superior quality
S
c
o Implementation parameters: Out of scope:
p
e Deadlines, budget, numerical Actions that you could take but
objectives, etc. decide upfront not to

Use only action verbs

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Friday, July 9, 2010


At the end, you might find it convenient to summarize
your problem in a problem identity card
Problem Identity Card
Project:

Situation:
C The key issue: the non controversial, relevant information about the
O
N problem. ONLY the relevant information
T
E
X Complication:
T The unique need for change (potentially illustrated by some of its
symptoms/consequences)

Key question: THE question you want to answer


Criteria for a high-quality tree:
S Optional action that will ensure that your tree is of superior quality
C
O
P Implementation parameters: Out of scope:
E
Deadlines, budget, numerical Actions that you could take
objectives, etc. but decide upfront not to

After Andersen Consulting, Issue-Based Problem Solving

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Friday, July 9, 2010


Basing your problem-
solving on key
questions can help

Define the problem Identify the solution

Define the key Understand Build the


Improve it
question the context issue tree

See more at http://powerful-problem-solving.com 17 :41

Friday, July 9, 2010


Basing your problem-
solving on key
questions can help

Define the problem Identify the solution

Define the key Understand Build the


Improve it
question the context issue tree

See more at http://powerful-problem-solving.com 17 :41

Friday, July 9, 2010


Issue trees have four basic rules

Go from the key


question to the analysis

Are MECE

Issue trees

Are perspicacious

Keep asking why or how

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Friday, July 9, 2010


A tree goes from the key question to the data
sources

How can we
increase our
profitability

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Friday, July 9, 2010


A tree goes from the key question to the data
sources
Key question Sub-issue

How can we
our
revenues?

How can we
increase our
profitability

How can we
our
costs?

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Friday, July 9, 2010


A tree goes from the key question to the data
sources
Sub-sub-
Key question Sub-issue issue

prices?

How can we
our
revenues?
volume?
How can we
increase our
profitability

How can we
our
costs?

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Friday, July 9, 2010


A tree goes from the key question to the data
sources
Sub-sub-
Key question Sub-issue issue

prices?

How can we
our
revenues?
volume?
How can we
increase our
profitability

Raw materials
costs?

How can we
our Employee
costs? costs?

Other costs?

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Friday, July 9, 2010


A tree goes from the key question to the data
sources
Sub-sub- Sub-...-
Key question Sub-issue issue issue

Of all
products?
prices?
Of only specific
How can we products?
our
revenues?
volume?
How can we
increase our
profitability

Raw materials
costs?

How can we
our Employee
costs? costs?

Other costs?

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Friday, July 9, 2010


A tree goes from the key question to the data
sources
Sub-sub- Sub-...-
Key question Sub-issue issue issue

Of all
products?
prices?
Of only specific
How can we products?
our
publicity?
revenues?
volume?
How can we offers?
increase our
profitability

Raw materials
costs?

How can we
our Employee
costs? costs?

Other costs?

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Friday, July 9, 2010


A tree goes from the key question to the data
sources
Sub-sub- Sub-...-
Key question Sub-issue issue issue

Of all
products?
prices?
Of only specific
How can we products?
our
publicity?
revenues?
volume?
How can we offers?
increase our
profitability
the quantity
of raw
Raw materials materials?
costs?

How can we Get cheaper


our Employee raw
costs? costs? materials?

Other costs?

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Friday, July 9, 2010


A tree goes from the key question to the data
sources
Sub-sub- Sub-...-
Key question Sub-issue Sub-...-issue
issue issue

Of all
products?
prices?
Of only specific
How can we products?
our
publicity?
revenues?
volume?
How can we offers?
increase our
profitability For all products
the quantity
of raw
Raw materials Only for specific
materials?
costs? products
Switching suppliers
How can we Get cheaper
our Employee raw
costs? costs? materials? Negotiating better

Other costs?

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Friday, July 9, 2010


A tree goes from the key question to the data
sources
Sub-sub- Sub-...- Data needed /
Key question Sub-issue Sub-...-issue Hypothesis Analysis
issue issue Source
H1: Increasing the
price of our entire
family product will A1: Conduct
Of all generate more D1: Client
products? simulation,
revenue than the one interviews
benchmark
lost because of the
prices? associated sales
Of only specific volume decrease
How can we products? H2: ... A2: ... D2: ...
our
publicity? H3: ... A3: ... D3: ...
revenues?
volume?
How can we offers? H4: ... A4: ... D4: ...
increase our
profitability For all products
the quantity
of raw
Raw materials Only for specific
materials?
costs? products
Switching suppliers
The analysis tests if
How can we Get cheaper
our Employee
costs?
raw the hypothesis
costs? materials? Negotiating better
makes sense; it
doesnt explain how
Other costs?
to implement it!
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Friday, July 9, 2010


Each column describes in further detailor solves
the previous one
Sub-sub- Sub-...-
Key question Sub-issue Sub-...-issue
issue issue
Because they
think they dont
Because they need it
dont want Because they are
Because they lazy
dont take
Because they
Because courses
cant
they dont
want to take
Because they
a first one
prefer to use
Why arent there other delivery
more instructors methods
taking
improvement
courses online?
...

Because they
Because didnt like it
they tried it
but dont
want to take
another Because they
think they dont
need it

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Friday, July 9, 2010


Items in the tree are ideas: questions, action verbs,
hypotheses. They arent just titles

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Friday, July 9, 2010


Items in the tree are ideas: questions, action verbs,
hypotheses. They arent just titles

How can we
How can we increase revenue?
increase
profitability? How can we
reduce costs?

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Friday, July 9, 2010


Items in the tree are ideas: questions, action verbs,
hypotheses. They arent just titles

How can we Increasing revenues


How can we How can we
increase revenue? increase
increase
profitability? profitability?
How can we Reducing costs
reduce costs?

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Friday, July 9, 2010


Items in the tree are ideas: questions, action verbs,
hypotheses. They arent just titles

How can we Increasing revenues


How can we How can we
increase revenue? increase
increase
profitability? profitability?
How can we Reducing costs
reduce costs?

Raw materials?

How can we Employees?


costs?

Costos?

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Friday, July 9, 2010


Items in the tree are ideas: questions, action verbs,
hypotheses. They arent just titles

How can we Increasing revenues


How can we How can we
increase revenue? increase
increase
profitability? profitability?
How can we Reducing costs
reduce costs?

Raw materials? Revenue
How can we
How can we increase
Employees? profitability?
costs?
Costs

Costos?
Doesnt work because

you have to infere


what to do with the
revenue and costs

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Friday, July 9, 2010


Each move to the right must bring some value
Because they think
they dont need it
Because they
dont want
Because they are
Because they lazy
dont take courses
Because they
Because they cant
dont want to
take a first
Because they
one
prefer to use other
Why arent there delivery methods
more instructors
taking
improvement
courses online?

Because they
didnt like it
Because they
tried it but
dont want to
take another Because they think
they dont need it

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Friday, July 9, 2010


Issue trees always diverge: each column has more
elements than the previous one...

Adding the info


of the new
personnel

How can we Eliminating the


maintain the info of the
personnel personnel
database up to leaving the
date? company
Capturing the
changes in the
personnel
moving within
the company

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Friday, July 9, 2010


Issue trees always diverge: each column has more
elements than the previous one...

Adding the info


of the new
personnel

How can we Eliminating the Own


maintain the info of the personnel
personnel personnel
database up to leaving the
Outsourced
date? company
personnel
Capturing the
changes in the
personnel
moving within
the company


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Friday, July 9, 2010


Issue trees always diverge: each column has more
elements than the previous one...

1
Adding the info
Adding the info Own personnel
of the new
of the new
personnel
personnel Outsourced personnel

How can we Eliminating the Own


How can we Eliminating the
maintain the info of the personnel
maintain the info of the Own personnel
personnel personnel
personnel personnel
database up to leaving the
Outsourced database up to leaving the
date? company Outsourced personnel
personnel date? company
Capturing the
Capturing the
changes in the
changes in the
personnel
personnel
moving within
moving within
1
the company
the company


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Friday, July 9, 2010


... similarly, each item has, at least, two sub-items

An issue with a single sub-issue has a problem:


Either there are other possibilities or
The group {issue / sub-issue} is redundant

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Friday, July 9, 2010


... similarly, each item has, at least, two sub-items

An issue with a single sub-issue has a problem:


Either there are other possibilities or
The group {issue / sub-issue} is redundant

How can we get Increasing the inscription


more students? of new students


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Friday, July 9, 2010


Issue trees rely on mutually exclusive and
collectively exhaustive (MECE) groupings

A B
C
A B A B
D D C

Mutually exclusive Collectively exhaustive


MECE sets
sets sets

MECE?

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Friday, July 9, 2010


Issue trees rely on mutually exclusive and
collectively exhaustive (MECE) groupings

A B
C
A B A B
D D C

Mutually exclusive Collectively exhaustive


MECE sets
sets sets
Because they dont study
enough
MECE? Because I grade very
Why are the grades steeply
of my students Because my evaluation
mediocre? tool is inappropriate
Because the material of the
exam wasnt covered in class
Because they dont have
the intellectual abilities

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Friday, July 9, 2010


Issue trees rely on mutually exclusive and
collectively exhaustive (MECE) groupings

A B
C
A B A B
D D C

Mutually exclusive Collectively exhaustive


MECE sets
sets sets
Because they dont study
enough
MECE? Because I grade very
Why are the grades steeply
of my students Because my evaluation
mediocre? tool is inappropriate
Because the material of the
exam wasnt covered in class
Because they dont have
the intellectual abilities

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Friday, July 9, 2010


Issue trees are perspicacious

- Where am I? From Cartoonbank.com

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Friday, July 9, 2010


Issue trees are perspicacious

- Where am I? From Cartoonbank.com

- In a car, Mam

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Friday, July 9, 2010


Issue trees are perspicacious

- Where am I? From Cartoonbank.com

-At the intersection of Westheimer


- In a car, Mam
and Fourth.

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Friday, July 9, 2010


Each tree progresses to the right consistently asking
why or how (only one type for any given tree)

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Friday, July 9, 2010


Each tree progresses to the right consistently asking
why or how (only one type for any given tree)

Diagnostic - Why? Cause

Break the problem in its


potential causes Problem Cause

Cause

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Friday, July 9, 2010


Each tree progresses to the right consistently asking
why or how (only one type for any given tree)

Diagnostic - Why? Cause

Break the problem in its


potential causes Problem Cause

Cause

Solution - How? Action

Identify alternative
solutions for the problem Problem Action

Action

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Friday, July 9, 2010


Each tree progresses to the right consistently asking
why or how (only one type for any given tree)

Diagnostic - Why? Cause

Break the problem in its


potential causes Problem Cause

Cause

Solution - How? Action

Identify alternative
solutions for the problem Problem Action

Action

Each tree follow the same pattern (either it is a how or a


why but not both
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Friday, July 9, 2010


How trees do not describe a sequential process; they
show alternative solutions to the problem

Cartoons are from Cartoonbank.com


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Friday, July 9, 2010


How trees do not describe a sequential process; they
show alternative solutions to the problem

1. Electing a
means of
transportation

2. Buying a
How can I go ticket
from NYC to
London?
3. Going to
the port/
airport

4. Boarding

Cartoons are from Cartoonbank.com


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Friday, July 9, 2010


How trees do not describe a sequential process; they
show alternative solutions to the problem

Using a plane

Using a helicopter
1. Electing a Flying
means of Using a balloon
transportation
Using a rocket
2. Buying a How can I go
How can I go ticket from NYC to
from NYC to London? With a raft
Traveling on
London?
the surface
3. Going to
the port/ Swimming
airport Traveling
by sea
4. Boarding

Using a
submarine
Cartoons are from Cartoonbank.com
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Friday, July 9, 2010


How trees lead to actions that can solve the key
question, no to some analysis

How can we
improve the
elaboration of
invoices?

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Friday, July 9, 2010


How trees lead to actions that can solve the key
question, no to some analysis

How do we make the clients


specifications clear?

How can we
improve the
elaboration of

invoices?

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Friday, July 9, 2010


How trees lead to actions that can solve the key
question, no to some analysis

How do we make the clients


specifications clear?

How can we
improve the
elaboration of

invoices?
How do we know if our
employees understand the
specifications?


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Friday, July 9, 2010


How trees lead to actions that can solve the key
question, no to some analysis

How do we make the clients


specifications clear?

How can we
improve the
elaboration of

invoices?
How do we know if our How do we ensure that our
employees understand the employees understand the
specifications? specifications


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Friday, July 9, 2010


A few tips can help improve your trees

Make them parallel


Diverge

How do you Accept alternatives


improve your Enlist others
trees?
Change as you go
Make sense
Adapt your level of confidence

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Friday, July 9, 2010


Effective trees are parallel

They are parallel in action

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Friday, July 9, 2010


Effective trees are parallel

They are parallel in action


Improving the Improving the
How can we shopping experience shopping experience
improve our
clients
experience?
Following up after Improving the post-


the sales sale experience

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Friday, July 9, 2010


Effective trees are parallel

They are parallel in action


Improving the Improving the
How can we shopping experience shopping experience
improve our
clients
experience?
Following up after Improving the post-


the sales sale experience

They are parallel in construction

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Friday, July 9, 2010


Effective trees are parallel

They are parallel in action


Improving the Improving the
How can we shopping experience shopping experience
improve our
clients
experience?
Following up after Improving the post-


the sales sale experience

They are parallel in construction


Reducing our Reducing our delivery
delivery time time
How can we Increasing our
improve the post- Increasing our friendliness
sale experience? friendliness
How can we solve the Solving the problem
problem the first time
our? the first time out

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Friday, July 9, 2010


Columns have elements of similar weight. You can
check for this by ensuring that no column has an
outlier

How do we
increase
revenues?

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Friday, July 9, 2010


Columns have elements of similar weight. You can
check for this by ensuring that no column has an
outlier

Adding new services


How do we
increase Increasing prices
revenues?

Increasing volumes

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Friday, July 9, 2010


Columns have elements of similar weight. You can
check for this by ensuring that no column has an
outlier

Adding new services


How do we
increase Increasing prices
revenues?

Increasing volumes

Increasing prices
Increasing revenues
with our current
How do we services
increase Increasing volumes
revenues?

Adding new services


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Friday, July 9, 2010


You will need to be creative to have exhaustive trees, which
will require to get out of your comfort zone
Value of the
idea

Creative

Obvious Absurd

Difficulty of implementation

Source: Accenture, Tools and Frameworks Pocket Guide


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Friday, July 9, 2010


To be creative, be prepared to ignore the
consequences of your ideas, at least at the beginning

From Cartoonbank.com

Nice, but well need an environmental-impact study, a


warranty, recall bulletins, recycling facilities, and twenty-four-
hour customer support.

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Friday, July 9, 2010


You can solve each problem with more than just one
tree

Ensure that for each division in your tree, you can find a name for the group of
sub-issues you are creating

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Friday, July 9, 2010


You can solve each problem with more than just one
tree
Reducing
variable costs

How do we
reduce our
costs?

Direct
Reducing
fixed costs
Indirect

Classifying by
cost type
Ensure that for each division in your tree, you can find a name for the group of
sub-issues you are creating

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Friday, July 9, 2010


You can solve each problem with more than just one
tree
Reducing Reducing
variable costs production costs

How do we
Reducing marketing
reduce our
costs
costs?

Direct Reducing
Reducing administrative costs
fixed costs
Indirect Reducing other costs

Classifying by Classifying by the


cost type origin of the cost
Ensure that for each division in your tree, you can find a name for the group of
sub-issues you are creating

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Friday, July 9, 2010


As your analysis moves forward, be prepared to modify
your tree

Apply judgement between satisficing (accepting the first


acceptable solution) and maximizing (keep on searching for
the optimal solution)

Modify your tree as your analysis reveals if your hypotheses


are true or false

See also Barry Schwartz, The Paradox of Choice

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Friday, July 9, 2010


As your build your analytical structure, review
it periodically to ensure it makes sense

Farewell my dear fellows, I am


off to the Seven Years War!

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Friday, July 9, 2010


Problems have different orders of complexity

Problem types
Role of expertise
Role of facts

Complexity

DETERMINISTIC, DETERMINISTIC, RANDOM, FINITE RANDOM,


DIRECT COMPUTED CONTINUOUS
You can identify all
A direct answer You can compute the possible answer The answer is part
exist the answer but cannot pick the of a continuum, you
correct one can only determine
its range

E.g. What is the E.g. How do you E.g. Who will be the E.g. How profitable
height of the Eiffel convert liters to largest car will we be next
Tower? gallons manufacturer in ten quarter?
years?
Adapted from Morgan Jones, The Thinkers Toolkit
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Friday, July 9, 2010


You need to adapt your confidence in your
solutions accordingly
Problem types
Role of expertise
and probability of
error

Role of facts and


trust in findings

Complexity

DETERMINISTIC, DETERMINISTIC, RANDOM, FINITE RANDOM,


DIRECT COMPUTED CONTINUOUS
You can identify all
A direct answer You can compute the possible answer The answer is part
exist the answer but cannot pick the of a continuum, you
correct one can only determine
its range

E.g. What is the E.g. How do you E.g. Who will be the E.g. How profitable
height of the Eiffel convert liters to largest car will we be next
Tower? gallons manufacturer in ten quarter?
years?
Adapted from Morgan Jones, The Thinkers Toolkit
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Friday, July 9, 2010


Closing, basing your problem solving on key questions can
improve it drastically
Basing your problem-
We all solve But we dont do
problems it optimally solving on key questions
can help

Define the problem Identify the solution

Define the key Understand the Build the issue


tree Improve it
question environment

Dont make Identify Go from


Define Be
it too the Define the key Be Ask why
S, C, perspicaci
narrow nor quality scope question to MECE or how
KQ ous
too vague criteria analysis

Accept Enlist Change as Make Adapt your


Be parallel Diverge
alternatives others you go sense confidence

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Friday, July 9, 2010


References
Andersen Consulting, Issue-Based Problem Solving, The Consulting Resource Book
Version 3, September 1999
Linda Long, The Power of Logic in Problem Solving & Communication, Strategic
Communication Consulting, 2004
Morgan D. Jones, The Thinkers Toolkit, Random House: New York, 1998
James M. Higgins, 101 Creative Problem Solving Techniques, New Management
Publishing Company: Winter Park, 1994
James Surowiecki, The Wisdom of Crowds, Random House, 2004
Barry Schwartz, The Paradox of Choice, HarperCollins, 2004
Strategic Services, Tools and Frameworks Pocket Guide, Internal Publication,
Accenture
Issue-Based Problem Solving, Internal Publication, Accenture
Barbara Minto, The Minto Pyramid Principle, Minto International: London, 1996
Edward de Bono, Serious Creativity: Using the Power of Lateral Thinking to Create New
Ideas
Michael Michalko, Thinkertoys: A Handbook of Business Creativity for the 90s

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Friday, July 9, 2010


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Friday, July 9, 2010

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