Participant Guide Meyer Van Rys Sebranek Business Problem Solving 2020CAPSB Communication and Professional Skills Copyright UpWrite Press Participant Guide Meyer Van Rys Sebranek Business Problem Solving 2020CAPSB © 2013 UpWrite Press Communication and Professional Skills Copyright UpWrite Press Photos Shutterstock.com: 19, 26 Wikimedia Commons: v, 1, 37, 55 Copyright © 2013 UpWrite Press. All rights reserved. No part of this book may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying and recording, or by any information storage or retrieval system without the prior written permission of UpWrite Press unless such copying is expressly permitted by federal copyright law. Address inquiries to UpWrite Press, 35115 W. State Street, Burlington, WI 53105. (All other trademarks are the property of their respective owners.) © 2013 UpWrite Press This material was designed specifically for training purposes. Under no circumstances should the contents be used or cited as authority for management decisions or sustaining a technical position. Copyright UpWrite Press iii Introduction Welcome to the Business Problem Solving course! This class will help you solve problems in your workplace. You’ll gain practical tools for defining problems and innovating solutions. You’ll also learn problemsolving strategies used by managers, analysts, engineers, facilitators, designers, and scientists. This course helps you understand how to solve problems by yourself and in workgroups. My Goal To get an overview of Business Problem Solving Course Objectives Upon completion of this course, you will be able to do the following: ●● Understand how to solve problems on the job. ●● Use practical strategies for defining workplace problems. ●● Analyze causes and effects of problems. ●● Use tools for brainstorming practical solutions at work. ●● Use thought-tools to evaluate solutions and discover ways to improve them. ●● Implement and monitor workplace solutions effectively. ●● Use problem-solving strategies drawn from design and science. ●● Use decision-making strategies individually and on teams. Course Materials King, R., Erickson, C., & Sebranek, J. (2013). Business Problem Solving (Participant Guide). Burlington, WI: UpWrite Press. © 2013 UpWrite Press King, R., Erickson, C., & Sebranek, J. (2013). Critical Thinking and Problem Solving (Job Aid). Burlington, WI: UpWrite Press. Copyright UpWrite Press iv My Goal To preview what will be covered each day Agenda Day 1—Morning Lesson 1: Defining and Solving Workplace Problems 1 Using Your Resources 2 Taking a Pre-Assessment 3 Understanding Problem Solving 4 Thinking Critically 6 Targeting Causes and Effects 8 Using Root Cause Analysis 10 Brainstorming Ideas 12 Blending Concepts 14 Lesson Wrap-Up 16 Extra Practice 17 Day 1—Afternoon Lesson 2: Innovating Solutions at Work 19 Evaluating Possible Solutions 20 Planning Your Solution 22 Creating Prototypes 24 Presenting to Stakeholders 26 Creating Your Solution 28 Improving Your Solution 30 Lesson Wrap-Up 32 Extra Practice 33 © 2013 UpWrite Press Copyright UpWrite Press v Day 2—Morning Lesson 3: Using Advanced Strategies 35 Using the Reading Process 36 Using the Writing Process 38 Using Process Thinking 40 Using Design Thinking 42 Using the Scientific Method 44 Controlling Variables 46 Testing Concepts 48 Lesson Wrap-Up 50 Extra Practice 51 Day 2—Afternoon Lesson 4: Team Problem Solving 53 © 2013 UpWrite Press Collaborating in Meetings 54 Group Brainstorming 56 Resolving Conflicts 58 Making Decisions 60 Communicating 62 Applying Your Learning 64 Taking a Post-Assessment 66 Copyright UpWrite Press By Senior Airman Tiffany Trojca (US Air Force Public Affairs [1]), via Wikimedia Commons vi My Goal To understand the research that supports this approach Research and References This course focuses on the problem-solving process. It also uses Bloom’s Taxonomy of Thinking, a framework supported by over 50 years of research. For more information about these frameworks, see the following resources: Anderson, L. W. & Krathwohl, D. R. (2001). Taxonomy for Learning, Teaching and Assessing: A Revision of Bloom’s Taxonomy of Educational Objectives. New York: Longman. Anderson, L. W., Krathwohl, D. R., et al, (2000). A Taxonomy for Learning, Teaching, and Assessing: A Revision of Bloom’s Taxonomy of Educational Objectives. Boston: Allyn and Bacon. Bloom, B. S., Engelhart, M. D., Furst, E. J., Hill, W. H., & Krathwohl, D. R. (1956). Taxonomy of Educational Objectives: The Classification of Educational Goals; Handbook I: Cognitive Domain. New York: Longmans, Green. King, R., Erickson, C., & Sebranek, J. (2011). Inquire: A Guide to 21st Century Learning. Burlington, WI: Thoughtful Learning. King, R., Erickson, C., & Sebranek, J. (2011). Teacher’s Guide to Inquire: A Guide to 21st Century Learning. Burlington, WI: Thoughtful Learning. © 2013 UpWrite Press Copyright UpWrite Press 1 “You don’t drown by falling in the water; you drown by staying there.” —Edwin Louis Cole Lesson 1 By Patsy Lynch (This image is from the FEMA Photo Library.), via Wikimedia Commons Defining and Solving Workplace Problems Workplace problems, like all problems, are a mixed bag. Some problems scream for attention. Others seem insignificant but fester, causing rifts between people and inefficiency in operations. How you approach workplace problems will largely determine your success and satisfaction on the job. Will you ignore them—or approach them as an opportunity to improve your workplace and your stature within it? This course will help you face workplace problems and innovate effective solutions. You’ll begin with a pre-assessment, which measures the problem solving you already do. Then you’ll learn strategies for identifying and ultimately solving problems. Problem solving is perhaps the most valuable critical-thinking skill you can develop. This resource will get you started. Lesson Preview ●● ●● © 2013 UpWrite Press ●● ●● Using Your Resources Understanding Problem Solving Thinking Critically Targeting Causes and Effects Using Root Cause Analysis Brainstorming Ideas Blending Concepts Copyright UpWrite Press ●● ●● ●● 2 Using Your Resources My Goal To understand the resources that help me solve problems You have before you the tools you need for problem solving. This page shows you how to use them. How should I use the resources I have? Your participant guide contains the practical tools and practice that will help you solve problems at work and away from the job. This material is designed to guide you during the session and also back at your desk. Left-hand pages contain instructions and examples. Right-hand pages contain activities. 5 4 My Goal To understand the problemsolving process Understanding Problem Solving Activity 2: Problem solving is the process of identifying a problem and working toward a solution. You solve problems every day, so developing and honing your problem-solving skills will help you in work and in life. ■ Solve Problems How does problem solving work? Critical Thinking Problem solving is a combination of critical thinking and creative thinking. When you think critically, you analyze a topic closely, breaking it into parts and seeing how the parts fit together. When you think creatively, you broaden your thinking, challenging old assumptions and seeking new solutions. The diagram below shows how you move through the stages of problem solving. Critical Thinking Think about a problem you recently solved at work or a problem that still needs to be solved. (If you can’t think of a problem, imagine that you are scheduled to make a presentation with a coworker but the coworker is out sick.) Fill out the chart below, explaining in each box the steps you took or could take to solve the problem. Creative Thinking Define the Problem Brainstorm Solutions Creative Thinking Defining the Problem Problem solving starts by defining the problem. First, answer the 5 W’s and H about it, and then analyze its causes and effects. Brainstorming Solutions Next you need to come up with many ways to solve the problem. Brainstorming is thinking rapidly and without restraint, gathering possibilities. Plan the Solution Apply the Solution Planning the Solution After gathering possible solutions, you need to decide which is the best for the situation. Then you need to plan your solution, considering your goals and the tasks, tools, time, and team involved. Applying the Solution After planning, you need to dive into the task of creating your solution. Be ready for surprises and setbacks, and don’t get sidetracked as you create your solution. Evaluate the Solution Evaluating the Solution Make Improvements After the solution has been applied, you need to evaluate it. You do so by checking it against your plan and rating the success of each part of the solution. Think about ways to improve your solution. Making Improvements © 2012 UpWrite Press © 2012 UpWrite Press After evaluating the solution, make improvements. A basic set of activities and questions will guide your work. Critical Thinking and Problem Solving Job Aid Planning Sheet Use a dry-erase marker to jot down a quick plan, or photocopy this sheet and fill it out for any planning that you need to do. REMEMBER • UNDERSTAND • APPLY • ANALYZE • EVALUATE • CREATE Goal This job aid contains quick-reference guides to critical thinking and problem solving. Objectives Who? Bloom’s Thinking Skills What? Where? ● ● When? ● Why? ● ● Start: 1. Time ● ● 3. ● ● ● Creative-Thinking Strategies ● ● ● use multiple senses to investigate practice in different locations use spaced repetition over time speak, listen, write, and read the information ● ask the 5 W’s and H about the information explore identity, form, function, context reason deductively or inductively about it create a flowchart or instructions ● complete a planning sheet create a list or outline develop a blueprint define problems ● compare and contrast parts place items in categories outline the steps in a process perform a root cause analysis ● measure outcomes against goals complete a rubric sheet test performance rate the options ● select a structure build a prototype create a proof of concept implement a new design ● ● ● ● connect emotionally to the topic share information with others associate info with something known use mnemonic devices explain ideas give examples explain a process put ideas in new terms ● ● ● ● ● ● ● create metaphors create similes use analogies use personification organize ideas set a goal demonstrate a process put ideas to work ● ● ● ● ● ● ● brainstorm ideas draw possible designs freewrite about the topic innovate solutions The Job Aid puts problemsolving strategies at your fingertips. Analyze ● 4. ● Apply ● 2. recall information list main points repeat details define key terms Understand How? Tasks Critical-Thinking Strategies Remember ● ● ● Finish: ● Team ● examine thoroughly take something apart compare and contrast trace causes and effects ● ● ● ● ● ● ● explore causes and effects discover novel uses of something use conceptual blending perform a thought experiment Evaluate ● ● ● Tools Equipment ● ● Information ● ● ● ● ● ● use SCAMPER to improve something conduct a survey perform a trait evaluation assess pros and cons invent something new hypothesize an idea combine and develop design and build ● ● ● ● Reason Deductively Reason Inductively GENERAL specific ● ● ● explore possibilities grow opportunities organize a group innovate solutions To order additional copies, call 1-800-261-0637 or fax to 1-262-763-8023 www.upwritepress.com © 2013 UpWrite Press Resources ● Create ● ● Materials judge the worth of something point out pros and cons rate different options persuade others of value Copyright UpWrite Press specific © 2012 Sebranek Inc. GENERAL © 2012 Sebranek Inc. 3 Activity 1: Taking a Pre-Assessment n Answer each item below, providing the best response. 1.Which is true about problem solving? a. It is a process. b. It requires critical thinking. c. It requires creative thinking. d. all of these 2.Which level of thinking is the deepest? a. remembering b. creating c. understanding d. applying 3.Describe conceptual blending. 4. An effective prototype . . . a. is cheap and easy to make. b. facilitates design thinking. c. is easy to modify. d. all of these 5. A “building” approach to creating solutions involves . . . a. allowing time for a plan to develop and adapt. b. little planning. c. carrying out a careful plan. 6.How does a trait-evaluation chart work? 7.Which of these are problem solving? a. the engineering process b. the scientific method c. the writing process d. all of these 8.Which strategy works best for discovering the causes of a problem? a. process thinking b. scientific method c. design thinking d. all of these 9.Why do you control variables in the scientific method? © 2013 UpWrite Press 1 0. Which is true of consensus decision making? a. It takes time and discussion. b. Group members feel involved. c. Some members may feel left out. d. Both a and b are true. 11. Which is true about group brainstorming? a. It works best with no rules. b. Criticism should be discouraged. c. Not all ideas are worth sharing. d. all of these 1 2. Name two ways to resolve a conflict. Copyright UpWrite Press 4 My Goal To understand the problemsolving process Understanding Problem Solving Problem solving is the process of identifying a problem and working toward a solution. You solve problems every day, so developing and honing your problem-solving skills will help you in work and in life. How does problem solving work? Problem solving is a combination of critical thinking and creative thinking. When you think critically, you analyze a topic closely, breaking it into parts and seeing how the parts fit together. When you think creatively, you broaden your thinking, challenging old assumptions and seeking new solutions. The diagram below shows how you move through the stages of problem solving. Critical Thinking Creative Thinking Defining the Problem Problem solving starts by defining the problem. First, answer the 5 W’s and H about it, and then analyze its causes and effects. Brainstorming Solutions Next you need to come up with many ways to solve the problem. Brainstorming is thinking rapidly and without restraint, gathering possibilities. Planning the Solution After gathering possible solutions, you need to decide which is the best for the situation. Then you need to plan your solution, considering your goals and the tasks, tools, time, and team involved. Applying the Solution After planning, you need to dive into the task of creating your solution. Be ready for surprises and setbacks, and don’t get sidetracked as you create your solution. Evaluating the Solution After the solution has been applied, you need to evaluate it. You do so by checking it against your plan and rating the success of each part of the solution. Think about ways to improve your solution. Making Improvements After evaluating the solution, make improvements. A basic set of activities and questions will guide your work. © 2013 UpWrite Press Copyright UpWrite Press 5 Activity 2: Solve Problems n Think about a problem you recently solved at work or a problem that still needs to be solved. (If you can’t think of a problem, imagine that you are scheduled to make a presentation with a coworker but the coworker is out sick.) Fill out the chart below, explaining in each box the steps you took or could take to solve the problem. Critical Thinking Creative Thinking Define the Problem Brainstorm Solutions Plan the Solution Apply the Solution Evaluate the Solution © 2013 UpWrite Press Make Improvements Copyright UpWrite Press 6 My Goal To understand and use different levels of critical thinking Thinking Critically Critical thinking is close, careful thinking. It delves deeply into a topic, separating it into pieces and studying how those pieces fit together. The cognitive abilities involved in critical thinking will help you make a precise assessment of any problem. What thinking abilities should I have? “Critical thinking is the antidote to the mechanicalthinking rut.” Heather Murphy Capps Researcher Benjamin Bloom developed the following list of thinking skills that progress to ever-deeper levels of thought. Following the progression of thinking will strengthen your ability to identify and assess the root of any problem. Here is a revised version of Bloom’s Taxonomy of thinking. Remember ●● ●● ●● ●● recall information list main points repeat details define key terms Key Words circle define identify label list match name recall cite describe explain recount report review reword tell change demonstrate do illustrate locate model organize show break down classify compare connect contrast examine map show why argue assess convince critique judge persuade rate recommend build combine compose design develop imagine invent synthesize Understand ●● ●● ●● Mechanical Thinking Much of our day-to-day thinking is mechanical—the prerecorded thoughts and ideas that pop into our heads without conscious thought. To think critically, we must break through mechanical thinking and consciously focus on an idea. ●● explain ideas give examples explain a process put ideas in new terms Apply ●● ●● ●● ●● organize ideas set a goal demonstrate a process put ideas to work Analyze ●● ●● ●● ●● examine thoroughly take something apart compare and contrast trace causes and effects Evaluate ●● ●● ●● judge the worth of something point out pros and cons rate different options persuade others of value Create ●● ●● ●● ●● invent something new hypothesize an idea combine and develop design and build DEEPER THINKING ●● © 2013 UpWrite Press Copyright UpWrite Press 7 Activity 3: Think Critically n Answer the questions below. 1. What is the difference between critical thinking and mechanical thinking? 2. What level of thinking requires the deepest thought? nIdentify which level of Bloom’s Taxonomy would work best for each scenario below. Briefly explain your choice. 1.If you needed to examine all of the causes and effects of a new policy, you might use this type of thinking. 2.If you needed to provide an example of a concept from work, you might use this type of thinking. 3.If you needed to convince a colleague to try a new presentation tool, you might use this type of thinking. © 2013 UpWrite Press 4.If you needed to define for the public a technical term used in your office, you might use this type of thinking. Follow-up: Copyright UpWrite Press Take another look at Bloom’s Taxonomy. Why do you think it is necessary to remember a topic before you can understand it? Understand it before you can apply it? 8 My Goal To understand and analyze the causes and effects of a problem Targeting Causes and Effects Problem solving starts by defining the problem. To do so, you need to take stock of the problem and analyze its causes and effects. How can I understand the problem? You can understand a problem by asking journalistic questions about it. The 5 W’s and H will help you define the problem so that you can analyze it and discover a solution. The Problem Who? The marketing department What? Suffering from groupthink Where? In their meeting room When? For the last six months Why? The team members shy away from debate and there is a divide among members How? The team is unwilling and unable to offer alternative approaches to campaigns How can I analyze the problem’s causes and effects? A cause-effect chart helps you closely analyze the problem, looking at reasons it exists and the issue or issues that result from it. Knowing the causes and effects of a problem will help you devise an effective solution. Causes Avoiding Groupthink “Groupthink” happens when a group of people suppresses individual contributions and insights in the rush to consensus. The concept of groupthink was fully articulated by Irvin Janis in 1972. Desire for group cohesiveness Pressure to agree Mechanical thinking Problem The marketing department is suffering from groupthink. Lack of trust between new members and authority figures Effects Self-censorship among members Lack of creative ideas and alternative solutions Unsuccessful initiatives Silent conformity to the majority view What do I do next? © 2013 UpWrite Press After exploring the causes and effects of the problem, you can begin to think of ways to eliminate causes and effects. ●● Desire for cohesiveness: How else could we improve camaraderie? ●● Pressure to agree: How can we make it a priority to air objections or doubts? ●● Mechanical thinking: Could we think more critically using Bloom’s Taxonomy? ●● Lack of trust: How can we make assigning tasks neutral? ●● Self-censorship: How can we make all members feel more comfortable offering their opinions? Copyright UpWrite Press 9 Activity 4: Target Causes and Effects n Think about an ongoing problem in your workplace. (If you can’t think of a problem, imagine that your company’s customer service department is understaffed.) Define the problem by answering the 5 W’s and H about it and creating a cause-effect chart. The Problem Who? What? Where? When? Why? How? © 2013 UpWrite Press Causes Problem Effects Follow-up: The next time you face a problem at work, think about its causes. How could you eliminate the causes? Then, think about the effects of the problem. How could you eliminate the effects? Copyright UpWrite Press 10 My Goal To understand the basics of root cause analysis Using Root Cause Analysis Root cause analysis provides a rigorous approach to defining problems. How does root cause analysis work? Root cause analysis is usually performed by a team that is investigating a negative event that has occurred or could occur in the future. The team systematically searches for multiple causes, asking questions like the following: What caused an event’s . . . ●● nature? (What exactly occurred?) ●● magnitude? (How large was the problem?) ●● location? (Where did it occur, and what surrounds this location?) ●● timing? (When did it occur, and what came before and after?) This analysis leads to constructing a time line listing all of the things that happened leading up to the event and all the things that should have happened to prevent the event from occurring. Causes of the Server Failure on June 23 Time Mechanical Causes Human Causes What Should Have Happened 03:33 Lightning strike takes down power to building. Server backup power takes over. Technician checks server, finds it running, checks power source and notes 5 hours of backup. No fault 04:26 Power returns to building but server remains on backup power. 08:07 08:39 09:22 Power regulator should have shifted back to regular power. Technician checks server, finds it running, and reports system normal. Technician should have checked the source of power. Backup power runs out and server shuts down. © 2013 UpWrite Press Technician manually switches server to grid power. Copyright UpWrite Press 11 Activity 5: Use Root Cause Analysis n Think of a serious problem that occurred in your workplace. (Consult the inside front cover for ideas of common workplace problems.) Then use root cause analysis to explore all the possible causes of the problem. 1.What was the nature of the problem, and what caused that nature? 2.What was the magnitude or extent of the problem, and what caused it? 3.Where did the problem occur, and what caused it to occur there? 4.When did the problem occur, and what caused it to happen then? © 2013 UpWrite Press 5.Create a list of events, in order, that led up to the problem. What should have happened instead? Copyright UpWrite Press 12 Brainstorming Ideas My Goal To use brainstorming to discover possible solutions Brainstorming is a process of rapidly coming up with as many possibilities and connections as you can. Brainstorming works best in a group because of the many differing perspectives, but you can also brainstorm on your own. How does brainstorming work? Brainstorming starts with a question or topic and leads to as many answers or connections as possible. Write down every answer without judging—even wild ideas. Judging ideas shuts off the creative flow. Record your brainstorming by writing the question or topic at the top and listing answers or connections below it: How can we eliminate groupthink in the marketing department? Add new members Elect a new group leader Eliminate members Always ask “How else could we...” and “How could we make this better?” Play devil’s advocate Encourage input from every member Form outside committee to assess the situation Bring in knowledge experts or team-building consultant Reassess our goals Define our goals each meeting Try a new meeting location You can also record brainstorming on a map, or cluster. Write the question in the center and circle it; then write answers all around it. A mind map can encourage creativity. Define new roles Play devil’s advocate Team-building consultant Elect a new leader Eliminate members Knowledge expert Members How can we eliminate groupthink? Add new members Location change Anonymous voting Always consider alternatives and improvements Reassess goals © 2013 UpWrite Press Ask all members to speak Meetings Outside help Copyright UpWrite Press Define goals 13 Activity 6: Brainstorm Solutions © 2013 UpWrite Press n (If possible, work with a partner or group to complete this activity.) Think of a problem in your workplace. It can be the same one you defined on page 5 or page 9 or a different one. (If you can’t think of a problem, imagine that there isn’t enough parking.) Write a question that asks how you can solve the problem. Then create a list or a mind map of possible solutions, writing down every idea, even wild ones. Copyright UpWrite Press 14 My Goal To learn how to blend concepts together to come to new understandings Blending Concepts Conceptual blending is the antithesis of mechanical thinking. It is a creative-thinking technique that forces you to blend two unrelated concepts together and work out the conflicts between them. The forced connection can produce new ideas that you never would have made through conventional thinking. How does conceptual blending work? Conceptual blending works by taking two dissimilar things, asking how they work together, and analyzing their connections. You can use conceptual blending to discover new solutions to problems. How can our committee be more like a successful sports team? ●● ●● ●● Conceptual Blends What are some other questions that blend concepts? ●● How could a workspace become more like clothing? ●● What would a portrait of a payroll tax look like? ●● What features of a movie director should a supervisor have? ●● How can an employee act more like a teacher? ●● ●● ●● ●● Every member should understand his or her role. There should be great leadership. The group should have a defined goal. The members should be dedicated to achieving that goal. Members should maximize each other’s strengths and minimize each other’s weaknesses. The members should execute a game plan. Each member should continue to learn and perfect her or his craft. What could a PowerPoint presentation learn from a documentary film? ●● ●● ●● ●● ●● ●● ●● ●● The subject needs to be relevant. The opening needs to grab the audience’s attention. There should be some arresting visuals. The voices and language need to sound natural. The transitions between scenes (slides) need to be seamless. Additional perspectives about the topic make the presentation balanced and informative. One person shouldn’t be talking the whole time. The ending needs to include a call to action. What qualities should an office share with a well-run restaurant? ●● ●● ●● ●● ●● © 2013 UpWrite Press The atmosphere should be inviting. The customer service should be friendly and helpful. The product and work flow should be efficient. The seating should be conducive to communication. Proper tools and updated technology should be available to do the job right. The outflow should serve the customers’ needs and interests. Copyright UpWrite Press ●● 15 Activity 7: © 2013 UpWrite Press Blend Concepts n Choose something you know a lot about—a concept, an organization, an idea—and then think of something entirely different. Construct a question creating a conceptual blend. Finally, answer the question as creatively as you can. n Now think about a problem you are having at work. (If you can’t think of a problem, imagine there is a lack of trust among employees). Then think of an unrelated idea. Construct a question creating a conceptual blend. Then answer the question as creatively as you can. Follow-up: Copyright UpWrite Press Did the activity above help you better understand your problem? How so? Did you discover a new solution? 16 Activity 8: Lesson Wrap-Up n Answer each question by writing a response. Note that your instructor may ask you to share your writing with a partner. 1.How would you define problem solving? (See page 4.) 2.List at least one critical-thinking step and one creative-thinking step involved in problem solving. (See page 4.) 3.What critical-thinking strategies can you use to define a problem? (See page 8.) 4.What is root cause analysis? (page 10) 5.What four aspects of a negative event do teams ask about to do a root cause analysis? (page 10) 6.How is a timeline involved in root cause analysis? (page 10) 7.What is conceptual blending? (See page 14.) 8.How could conceptual blending help you solve a problem? (See page 14.) © 2013 UpWrite Press Copyright UpWrite Press 17 Extra Practice Understanding Problem Solving n Label the steps in the problem-solving process. Critical Thinking Creative Thinking Defining the Problem n Think of a problem in your workplace. (If you can’t think of a problem, imagine that office morale is low.) Define the problem by answering the 5W’s and H and creating a cause-effect chart. Who? Causes Problem Effects What? Where? When? Why? © 2013 UpWrite Press How? Copyright UpWrite Press 18 Brainstorming Solutions n In the space below, brainstorm solutions to the problem you analyzed on page 17. Use a list or mind map to brainstorm solutions. (See page 12.) Blending Concepts n In the space below, write as many answers as you can for each of the following questions 1.How could your workspace function like a kitchen? 2.How can your work be more like a sculpture? © 2013 UpWrite Press Copyright UpWrite Press 19 “Innovation distinguishes between a leader and a follower.” —Bill Gates Lesson 2 Innovating Solutions at Work Think of all the innovations that you benefit from every day. How about roads and bridges? Those innovations began thousands of years ago, solving complex problems that people faced. And what about automobiles—an innovation from about a hundred years ago, solving even more problems? Each of us would like to make the world a better place, and innovating solutions allows us to do just that. Each problem we solve, whether big or small, leaves the world that much better. This chapter focuses on innovating solutions in the workplace, with an eye toward producing practical results. Lesson Preview ●● ●● ●● ●● ●● © 2013 UpWrite Press ●● Evaluating Possible Solutions Planning Your Solution Creating Prototypes Presenting to Stakeholders Creating Your Solution Improving Your Solution Copyright UpWrite Press 20 My Goal To gain a powerful tool for evaluating options Evaluating Possible Solutions Once you have many possible solutions in mind, you’ll need to select your best options and evaluate them. When you evaluate, you judge each possible solution’s value or worth. Then you can choose the best solution. How can I evaluate solutions? You can create a trait-evaluation chart like the one below. In the left-hand column, list the key traits of your solution. Then in each of the other columns, list one of your options. Finally, rate each option for each trait, using a scale like the one below the chart. (In this example, an office manager uses trait evaluation to compare office-security products.) Trait Evaluation Traits: A trait is any distinguishing quality or characteristic of something. For example, one trait of a restaurant could be its food. A restaurant has many other traits—cost, service, decor, just to name a few. Each one of those traits can be used as measuring stick for evaluating the quality of the restaurant. Secure-Entry Products You will use a similar traitevaluation chart later on in the problem-solving process (see page 30). Effective Inexpensive Easy to use Easy to implement Easy to maintain Easy to upgrade ID Card Scanner Fingerprint Scanner Retinal Scanner 3 4 4 3 4 4 4 2 4 2 3 3 5 1 3 1 2 3 Not at All Slightly Somewhat Mostly Completely 12 3 45 How do I use this evaluation? A trait evaluation allows you to compare options trait by trait or as a whole. In the example above, if the most important trait to the new access security system is that it be effective at preventing unauthorized access, clearly the retinal scanner beats out the other options. However, if cost is the major factor, the retinal scanner is the worst option. And if all traits are relatively even in importance, you can add up the total score to see which option provides the best value: ID card scanner: 22 Fingerprint scanner: 18 Retinal scanner: 15 How does this evaluation help with buy-in? © 2013 UpWrite Press A trait evaluation helps you get buy-in from stakeholders in a number of ways: ●● It can be completed by a whole group, getting buy-in from members. ●● It identifies and quantifies desired traits for stakeholders. ●● It allows a clear comparison based on numerous traits. ●● It establishes a reason for a choice as well as expectations for the choice. Copyright UpWrite Press 21 Activity 9: Evaluate Solutions n Imagine that your department is considering three types of schedules. Complete the following trait-evaluation chart, rating each option according to the listed traits. If you would like to add more traits, do so on the empty lines below. Use the rating scale from the previous page. Traits: Work Schedules 5 Days per Week, 8 Hours per Day 4 Days per Week, 10 Hours per Day 4 Days in Office 1 Telecommute 8 Hours per Day Efficiency Productivity Flexibility Accountability Popularity n Review your trait evaluation and then answer the questions below. 1.What trait do you think is most important for your department’s schedule? 2.What trait is least important? © 2013 UpWrite Press 3.From your evaluation, which option would work best for your schedule? Follow-up: Copyright UpWrite Press Select some of the options you brainstormed on page 13, list traits of the solution, and evaluate the options. 22 Planning Your Solution My Goal To learn strategies for planning solutions So, you’ve selected the solution that seems most promising, given your situation. Now it’s time to plan how you will implement the solution. Types of Planning How can I plan my solution? The first half of the planning sheet deals with strategic planning: setting goals and objectives. The second half deals with tactical planning: articulating how you can reach those goals and objectives. You can plan a solution by filling out a planning sheet like the one below. First, write down your goal, which identifies the problem and your solution. Then answer the 5 W’s and H about your solution. Afterward, consider the 4 T’s: tasks, time, team, and tools. When you finish your plan, apply your solution. Planning Sheet Goal Objectives To fully update systems, Accounting will receive new computers and software when the department switches to the new server. Who? All accounting staff What? Will receive and be trained on new hardware and software during the switch to the new accounting server Where? In their workspaces When? Starting at the beginning of the next fiscal year Why? Because the old hardware and software are out of date How? The IT budget will cover the hardware and software Tasks Time Start: Present idea to IT and president. Sept. 12 1. Get okay to proceed. Sept. 19 2. Order hardware and software through IT. Sept. 20 3. Receive and install hardware/software. Sept. 25 4. Train accounting staff on use of hardware/software. Sept. 26 Finish: Complete the transition. Oct. 1 Team This plan involves the president, the IT staff, and all members of accounting. Tools Equipment New computers © 2013 UpWrite Press Materials New software Copyright UpWrite Press Information Training materials Resources Online tutorials and software manuals 23 Activity 10: Plan the Solution n Choose a solution from page 13 and plan it using the sheet below. Goal Objectives Who? What? Where? When? Why? How? Tasks Time Start: 1. 2. 3. 4. Finish: Team Tools Equipment © 2013 UpWrite Press Materials Information Copyright UpWrite Press Resources 24 My Goal To understand the process of creating a prototype Creating Prototypes Some solutions are big. They require a lot of time, labor, and feedback from stakeholders. For such solutions, it’s critical that you “fail early and often”—when failure is cheap. Creating a prototype allows you to experiment with your solution while it is still quick and cheap. What is a prototype? A prototype is an early version of your solution that you can test out in a real-world setting. An effective prototype . . . is quick and cheap to make, tests key features of your solution, prompts analysis of components, spurs thinking about alternatives, facilitates design thinking, allows feedback from designers and stakeholders, gets buy-in from designers and stakeholders, is easy to modify, throw out, or start over, is a concrete form of thinking that allows deeper thinking, and helps problem solvers answer key questions before moving to more complex, complete, and costly forms of the solution. Why create a prototype? Different prototypes have different purposes. Some prototypes are primarily experiments to see what will work. Others are meant to communicate an idea to other creators. Often, prototypes are meant to get buy-in from key stakeholders, a process you’ll explore on pages 28-29. The most powerful prototypes, of course, perform multiple roles. What forms can prototypes take? © 2013 UpWrite Press The forms of prototypes are dictated by the final product. Plan to prototype each part of a solution that you are uncertain about: ●● Process prototypes: proposal, instructions, new procedure, new work flow ●● Product prototypes: Proposal, concept sketches, rapid prototype, proof of concept, scale model, working prototype ●● Building prototypes: Proposal, artist’s rendering, elevations, floor plans, scale model, technical rendering ●● Software prototypes: Proposal, flowchart, wire frame, horizontal prototype, vertical prototype, initial build, beta ●● Writing-project prototypes: Proposal, table of contents, outline, sample chapters, design prototype, sampler, first draft Copyright UpWrite Press 25 Activity 11: Consider Prototypes n Respond to the prompts below to think about prototypes that you create or could create in your workplace. 1.Under each category, list problems in your workplace. Workload Problems Inefficiencies Morale Issues 2.Choose one problem to focus on and brainstorm a list of possible solutions to it. If you can’t think of a problem, imagine that the orientation procedure for new employees in your department is cumbersome and inefficient. 3.Choose one possible solution and indicate what prototypes you could create for it. © 2013 UpWrite Press 4.Consider the prototype you have chosen. What would its main purpose be—to experiment with possibilities, to communicate ideas to others, or to get buy-in from stakeholders? Copyright UpWrite Press 26 My Goal To learn strategies for getting stakeholder buy-in Presenting to Stakeholders You began this course by interviewing stakeholders. Throughout the process, and especially at the end, you need to get stakeholder buy-in. How can I get stakeholder buy-in? Use the revision stages of your document as opportunities to communicate with and get approval from stakeholders. Remember that stakeholders are often busy and do not know the document as intimately as you do. Help them quickly understand what you are presenting and provide feedback and approval. Follow these tips: ●● “Our goal is to provide a clear set of instructions that can be followed even by those who are unfamiliar with the process. That’s why this document starts with a glossary of the technical terms used in the process. . . .” Stakeholder Selection Often, the stakeholders for a given project are defined by the stakeholders themselves. If you have any influence over the decision, try to limit the number of stakeholders to a focused group. Having to please 50 different masters is not a very workable situation. Remind stakeholders of the goal of the writing assignment. ●● Indicate what stage the writing is currently in. “This draft has been reviewed and approved by subject matter experts, so we know it is accurate. At this stage, we’re looking for suggestions about usability and overall design. . . .” ●● Indicate just what feedback you want and do not want for a given stage of the revision. “Specifically, I’d like you to review the checklists, which will be used to ensure that each step of the process has been followed correctly. Please add any checklist items that you feel may be missing and delete items that may not be needed. . . .” ●● Record the feedback, thinking about what is working and what could work better. Also consider other improvements that you could make based on the feedback. “So, it sounds like you would like to combine these two checklists into one to streamline the approval process. Whom should we include for review of the work at this stage? . . .” ●● Choose your battles, keeping your eyes on the goal. As long as you and the stakeholders share a common goal, you can agree to adopt changes that serve that goal and reject changes that do not. © 2013 UpWrite Press “These changes will help us accomplish the goal of providing a clear set of instructions that everyone can follow. Once the changes are made, I will present the final copy for your approval. . . .” Copyright UpWrite Press 27 Activity 44: Get Buy-In n Think about a technical writing assignment you have recently completed or one that you can imagine being assigned in the future. Then respond to each of the following prompts. 1.List the people you would want to have as stakeholders in reviewing the document. What interest does each person represent? 2.For each stakeholder, write down what the person would most want to see from the document. 3.Imagine that you are presenting the document to the group of stakeholders you listed above. Write out how you would remind the stakeholders of the overall goal. 4.Imagine that the document is a first draft with revisions based on the feedback of subject matter experts. Write how you would indicate this stage to stakeholders. © 2013 UpWrite Press 5.Write how you would indicate just what feedback you want and do not want for this specific version of the document. Copyright UpWrite Press 28 My Goal To understand three basic approaches to creating solutions and recognize when each approach works best Creating Your Solution Creating your solution is a matter of working with your plan, your prototypes, and the feedback you have received in order to actualize your solution. Different types of solutions require different approaches. What are three approaches to creating? There are three basic approaches to creating something: building, growing, and exploring. The best approach depends on the situation and the person who is doing the work. At times you’ll use all three approaches. Ways to Create Description Best Use Caveat Example Building When you build something, you start with critical thinking. You set precise goals, make careful plans, gather the materials you need, and work steadily at creating. This approach works best when materials are expensive, schedules are tight, and results are well defined. When building something, don’t be ruled solely by your plans. Be ready to take opportunities that arise. A social worker logs a summary report after a client consultation. The report has clearly defined parts and requires timely completion. Growing When you grow something, you use critical thinking and creative thinking hand in hand. You have a plan, but you also watch things develop and adapt as you go. This approach works best when factors aren’t completely within your control and some unknowns exist. When growing something, you need to constantly tend to your project and react as it changes. A social worker sets out to establish trust with a new client. The worker has a plan but must react to the client’s uncertain state of mind. Exploring When you explore something, you lead with your creative thinking. You set off with a minimal plan and the desire to discover, react, and improvise. This approach works well when the results are unknown, time is abundant, and materials are cheap. When exploring, you must dynamically adapt to an everchanging situation. Be ready for waste and trimming. A social worker creates new trustbuilding activities and then tests them out on a co-worker. How should I use the ways to create? © 2013 UpWrite Press Decide on building, growing, or exploring as the situation dictates. For more complex solutions, you’ll do all three. For example, if you are tasked with writing a new policy for new employees who will do the same job that you do, you might first write procedures for individual tasks you perform (exploring), then arrange the procedures in a logical order (building), and then add whatever you need to fill in the gaps (growing). Copyright UpWrite Press 29 Activity 13: Create Solutions nThink of a project you have recently worked on or contributed to at work. Answer the questions below about it. 1.Which approach(es) to creating did you use to complete the project? 2.Is there a different approach you would have preferred to use but didn’t? Why or why not? 3.Which approach to creating do you prefer? Why? n Choose a solution to a problem you have explored at some point in this class. 1.Identify one solution to your problem. © 2013 UpWrite Press 2.What approach to creating would work best to complete it—building, growing, or exploring? Briefly explain your choice. Follow-up: Copyright UpWrite Press Think of a solution that you will need to create on the job in the next few weeks. Will you build it, grow it, or explore it? Why? 30 My Goal To learn techniques for improving a solution Improving Your Solution You can improve just about any solution by evaluating it according to your goal and objectives. How do I evaluate against my goal? Go back to your planning sheet, where you wrote a goal and objectives. Write them in the first column of a trait-evaluation sheet. Label the second column of the sheet with the word “Evaluation,” and label the third column with “Improvements.” Then fill in each column. The example below is based on the goal and objectives from the planning sheet on page 22. Evaluation Improvements To fully update systems, Accounting will receive new computers and software when the department switches to the new server. The new computers and software arrived with the new server. Though some Accounting staff members have taken easily to the shift, others need training. Who? All staff are now switched over, though three of the accountants are struggling with the new systems. We could have two of the proficient accountants train those who are struggling. Training has lagged the implementation of hardware and software. We should generate training scenarios to cover all aspects of the new systems. Hardware and software are in place. N.A. The implementation happened on time. N.A. Though we have installed the new software, updates are now available. We should have someone run updates on each machine. The budget covered hardware and software but not training. We’ll have our own staff perform the training. All Accounting staff What? Will receive and be trained on new hardware and software during the switch to the new accounting server Where? In their workspaces When? Starting at the beginning of the next fiscal year Why? Because the old hardware and software is out of date How? The IT budget will cover the hardware and software © 2013 UpWrite Press Goal Copyright UpWrite Press 31 Activity 14: Apply Ideas n Pick up the goal and objectives that you wrote on your planning sheet on page 23 and write them into the first column of the evaluation sheet below. Then imagine that you had completed the solution you planned. Use your imagination to fill in the second and third columns with evaluation and improvements for the solution. (As an alternative, you can write a goal and objectives for an actual solution and evaluate it.) Goal Evaluation Improvements Who? What? Where? When? Why? © 2013 UpWrite Press How? Copyright UpWrite Press 32 Activity 15: Lesson Wrap-Up n Answer each question by writing a sentence or two. Note that your instructor may ask you to share your writing with a partner. 1. How can you evaluate a number of possible solutions? (See page 20.) 2. When you are planning, you can create objectives by asking what questions about your goal? (See page 22.) 3. What are the four T’s that you should consider when making a plan? (See page 22.) 4. What are three jobs that prototypes perform? (See page 24.) 5. What are three different approaches to creating a solution? (See page 28.) 6. How can you discover improvements to make to your solution? (See page 30.) © 2013 UpWrite Press Copyright UpWrite Press 33 Extra Practice Evaluating Possible Solutions n Imagine that your department must increase efficiency. The three options are as follows: to create an efficiency incentive plan, to penalize less-productive workers, or to reduce staff and increase duties. Complete the following trait-evaluation chart, rating each option according to the listed traits. Create an Efficiency Incentive Plan Traits Penalize LessProductive Workers Reduce Staff and Increase Duties Increases efficiency Maintains quality of work Maintains quantity of work Maintains worker morale Desired by clients Not at All Slightly Somewhat Mostly Completely 12 3 45 Planning the Solution n Choose a solution from above and create a goal and objectives for it. Goal Objectives Who? What? Where? When? Why? © 2013 UpWrite Press How? Follow-up: Copyright UpWrite Press On your own paper, list the tasks you would need to accomplish, the time you would need to accomplish each task, the team available to you, and the tools you can use. 34 Creating a Prototype n Respond to the prompts below to think about prototypes that you create or could create in your workplace. 1.Under each category, list problems in your workplace. Workload Problems Inefficiencies Morale Issues 2.Choose one problem to focus on, and brainstorm a list of possible solutions to it. 3.Choose one possible solution and indicate what prototypes you could create for the solution. Presenting to Stakeholders n Think about the prototype idea you generated above. Then respond to the following prompts. 1.List the people you would want to have as stakeholders in reviewing your prototype. What interest does each person represent? 2.For each stakeholder, write down what the person would most want to see from the prototype. Follow-up: © 2013 UpWrite Press On your own paper, create a three-column chart. In the first column, write a goal and objectives for the solution you have created. In the second column, write evaluations of the goal and objectives. In the third column, write possible improvements. Copyright UpWrite Press 35 “No problem can withstand the assault of sustained thinking.” —Voltaire U.S. Navy photo by Gary Nichols, via Wikimedia Commons Lesson 3 Using Advanced Strategies You have explored the process of problem solving—defining a problem; analyzing causes and effects; brainstorming solutions; evaluating solutions; planning a solution; and creating, improving, and implementing a solution. This general set of steps works for any problem, but different fields have developed their own versions of this problem-solving process. Suppose you need to read and understand a massive job handbook. The reading process can solve that problem. Suppose you have to compile and submit a huge report. The writing process can solve that problem. What if you have to create a procedure? Try process thinking. What if you have to design something new? Try design thinking. And if you have to discover the causes of a problem, use the scientific method. This lesson helps you glean techniques from each of these approaches to problem solving and use what you learn in your own workplace. Lesson Preview ●● ●● © 2013 UpWrite Press ●● ●● Using the Reading Process Using the Writing Process Using Process Thinking Using Design Thinking Using the Scientific Method Controlling Variables Testing Concepts Copyright UpWrite Press ●● ●● ●● 36 My Goal To use the reading process to gather information Using the Reading Process Imagine that you need to get a thorough grasp of a gigantic document. That’s a problem. The reading process can help you solve the problem. What is the reading process? The reading process is a set of steps that will help you quickly comprehend and thoroughly understand a text. The process can be summed up with the acronym SQ3R. SQ3R 1.Survey the material to get a sense of what you are about to read. ●● SQ3R Survey—Preview the material. Question—Ask about the communication situation. Read—Annotate as you read. Recite—Speak important ideas aloud. Review—Look over the material and annotations again. ●● ●● ●● Read all headings and note their arrangement. Look at each graphic (photo, table, illustration, graph) to get a sense of what’s coming. Skim each caption to better understand the graphics. Figure out how much material there is and how much time you have to get through it. 2.Question the communication situation. Whatever you read is a message with a source, a medium, a context, and an intended audience: ●● Source: Who wrote this? ●● Message: What’s the main point? Why did the person write it? What does the person want the reader to do with the information? ●● Medium: How is this message presented? How was it originally presented? In what way does the medium enhance or detract from the message? ●● Audience: Who is supposed to read this? Are you part of the intended audience? ●● Context: When was this written? What was going on then? Where was this written? How does this fit in with other things that the source created? How does this fit in now? 3.Read the text through, focusing on each part but moving at a reasonable pace. Reread parts that are difficult or confusing. Underline important material, write notes in the margins, and write down new terms and questions you might have. 4.Recite the key points aloud when you finish reading. Flip through the reading and, on each page, summarize the information aloud in a sentence or two. Give an overall summary at the end of the material. 5.Review the material regularly, noting what you underlined, rereading your notes in the margins, and reciting main points aloud. By returning to the material, you signal your brain that this information needs to be stored in long-term memory rather than short-term memory. © 2013 UpWrite Press Copyright UpWrite Press 37 Activity 16: Use the Reading Process n Use SQ3R to read and understand the following article: Survey, question, read, recite, and review. Force Field Analysis By Jeffery Jones Force field analysis provides an in-depth way to consider the forces for and against a certain change. First proposed in the 1940s by Kurt Lewin, this technique begins with a familiar pro-con approach—listing forces in favor of a certain change on one side of a chart and forces opposed on another side. Figure A shows this sort of approach. Shifting to Open-Source Software Pro Cheap Universal Popular Con Glitchy Less prestige Figure A: Pro-con chart Shifting to Open-Source Software Pro Con Force field analysis goes a step further by rating Cheap (3) Glitchy (2) the magnitude of each force, for example, on a scale of Universal (4) Less prestige (2) 1 (weak) to 5 (strong). By applying a score, force field Popular (2) analysis allows the user to quantify the forces for and Total: 9 Total: 4 against a change, seeing which side is stronger and Figure B: Force field analysis whether the difference comes from a collection ProCon of weak forces, one very strong force, or a combination. Figure B shows a force field analysis Cheap (3) using numbers. Glitchy (2) The analysis becomes more visual if arrows of differing sizes demonstrate the relative strengths of each force. Figure C shows the same analysis that appears above, but represented graphically. Universal (4) Shifting to OpenSource Software Less prestige (2) Popular (2) Figure C: Force field analysis with arrows. Uses of Force Field Analysis © 2013 UpWrite Press This thinking technique helps individuals and groups analyze the forces for and against a given change and decide whether to implement the change. The analysis also helps users harness the forces on one side while minimizing those on the other side. Finally, force field analysis can help communicate the reasons behind a specific change. Kurt Lewin was a German psychologist who worked in the first half of the 20th Century. He is considered the founder of social psychology, pioneering the study of group dynamics. Follow-up: Think of a change that is proposed for your workplace. (If you can’t think of anything, imagine that computers need to be replaced.) Write a force field analysis of this change and determine whether it is likely or not. Copyright UpWrite Press 38 My Goal To use the writing process to create written solutions Traits of Writing The seven traits of writing provide a framework for effective writing. ●● Ideas (develop and support a main point) ●● Organization (arrange ideas in the best order) ●● Voice (use an effective tone of voice) ●● Words (choose the best words for your audience) ●● Sentences (use smoothreading sentences) ●● Correctness (follow the rules for language use) ●● Design (present in an easy-to-read document) Using the Writing Process Imagine that you have been assigned to write a 50-page annual report that will be presented to the head of your organization. That’s a problem. The writing process offers a solution. Instead of trying to write the report all at once, you break the process into four manageable steps: 1. Prewriting 3. Revising 2. Drafting 4. Refining What is prewriting? Prewriting is the process of analyzing the situation, finding your focus, gathering details, and organizing ideas. During prewriting, you should ●● identify your purpose. ●● perform research. ●● consider your readers. ●● develop a list or an outline. ●● think about the context. ●● choose a document format. What is drafting? Drafting is the act of writing your message. During drafting, you should ●● flesh out your outline. ●● create a middle that provides ●● write an opening that focuses important details. ● ● the document. draft a closing that indicates action or follow-up. What is revising? Problem Solving It’s no accident that you have done a lot of writing in this course. That’s because writing is thinking on paper—a key tool for problem solving. Revising is the process of fixing weaknesses in content. During revising, you should ●● add, cut, and clarify content. ●● test your ideas, organization, and voice. What is refining? Refining is fine-tuning the document before sending it. During refining, you should ●● check word choice for clarity ●● proofread for correct and conciseness. spelling, grammar, ●● edit your sentences for punctuation, and mechanics. ● ● smoothness. finalize the document’s design. © 2013 UpWrite Press Copyright UpWrite Press 39 Activity 17: Use the Writing Process n Think of something that you might be asked to write in your workplace. (As an alternative, imagine that you must write an annual report for your department, one that will be submitted to your superior and to the head of the organization.) Write a sentence or two in response to each prompt below. Prewrite 1.Identify your purpose, your readers, and the context of the writing. 2.What research would you need to do before you start writing? 3.Would you organize using a list or an outline? Why? Draft 4.Time permitting, create a first draft of the writing. Revise and Refine © 2013 UpWrite Press 5.Circle the traits of writing that you would focus on during revising. Underline the traits of writing that you would focus on during refining. a. Ideas b. Organization c. Voice d. Words e. Sentences f. Correctness g. Design Copyright UpWrite Press 40 My Goal To use process thinking to create procedures Using Process Thinking Imagine that you need to come up with a new procedure— instructions for how a certain task is to be accomplished. Process thinking can help you devise a solution. What is process thinking? Problem Solving Process thinking can help you identify missing or outof-order steps in any process or procedure. Process thinking requires you to analyze each step in a process and connect all of the steps in a chronological or cyclical flow. A recipe is one example of process thinking. Instructions for assembling a machine or for installing new software are other kinds of process thinking. Another example of process thinking is a standard operating procedure (SOP). The purpose of a SOP is to provide an organization or unit with common instructions for performing a task or procedure. Much of the U.S. Army’s daily regiment is driven by a series SOPs, focusing on topics from room cleanliness to chain of command. As you can imagine, clear process thinking is of the utmost importance in a military setting. How can I create effective instructions? You can write clear instructions for any process by following these tips: 1. Introduce the process that you will describe. 2. List any materials or tools that the person will need. 3. Create a numbered list of steps in chronological order. 4. Use command verbs to start each step, telling what to do. 5. Choose precise language to ensure understanding. 6. Note any cautions or WARNINGS in the process. 7. Use conditionals (if . . . then) to indicate decision points. 8. Provide and label visuals (see below) to aid understanding. What visual elements can I use to clarify a process? Using a Flowchart A flowchart offers a visual representation of a process using words, arrows, and symbols. The flowchart at the bottom of the page represents the process for designing an advertisement. You can use a number of visual elements to clarify a process. ●● Photos show what something should look like or how something is done. ●● Diagrams provide a detailed look at something, including its parts. ●● Color can signify importance. For example, you may use a red font to signal a warning or caution. ●● Arrows can be used to trace the flow of a process. ●● Symbols can be used to indicate a warning or special consideration. Yes Marketing Approval Initial Design Director Approval Ad Production © 2013 UpWrite Press Initial Ad Concept Yes Copyright UpWrite Press No No 41 Activity 18: Use Process Thinking © 2013 UpWrite Press n Think of a process that you know how to do well (such as the process you follow when you arrange for job-related travel). Write a set of instructions that would allow someone else to follow the same process. Use the tips on the facing page. Copyright UpWrite Press 42 My Goal To use principals of design thinking to solve problems Using Design Thinking Imagine that you need to design a new product or service for your department. You can tackle this problem by using design thinking. What is design thinking? Design thinking is a version of the problem-solving process that focuses on experimentation, exploration, and innovation. It features prototyping, which lets the designer fail “early and often” in order to learn from mistakes. Design thinking is the process pioneered by inventors from Thomas Edison to Steve Jobs, focusing on the end user’s experience. What are the stages of design thinking? Design thinking involves the following stages: 1. Define the issue you want to address, the people who are involved, Design Thinking Define—Analyze the problem. Research—Gather information about the situation. Brainstorm—Think of many possible solutions. Prototype—Create concrete versions of ideas. Rework—Improve prototypes by making changes due to feedback. Implement—Apply the solution. and what the success criteria will be for a solution. 2. Research the issue, focusing on its history, current obstacles, previous solutions, the ideas of stakeholders, and the needs of the end users. 3. Brainstorm possible solutions, generating an excess of ideas, exploring even impossible or ridiculous notions, and turning the issue around and thinking of it from multiple perspectives. 4. Prototype ideas by creating inexpensive, small-scale, rapid experiments to find out what will work and what will not. (See page 24.) Create multiple versions and decide when a given prototype is ready to share with stakeholders and end users. Get feedback and buy-in. (See page 26.) 5. Rework the prototype, responding to feedback and exploring new options. Revisit the goal and objectives of the project and make adjustments that move the prototype toward an actual version. 6. Implement the solution, putting it into place in a real-life situation. Monitor its performance, checking constantly against the goal and objectives for the project. Make ongoing improvements, and document your work. How do businesses use design thinking? Everything that has a design—from computer keyboards to shoes to cars to this very manual that you are using—has resulted from design thinking. It is the way that the business world creates innovation. © 2013 UpWrite Press Copyright UpWrite Press 43 Activity 19: Use Design Thinking n By yourself or in a group, use the stages of design thinking to solve the problem outlined below. The first two steps in the process have been done for you. 1.Define the problem. There is a lack of communication between employees and management. A successful solution will improve the communication flow between the two groups. 2. Research the issue. Employees feel intimidated by management and are hesitant to offer ideas or bring attention to problems or inefficiencies in the workplace. They fear that speaking out on certain issues will endanger their job security. Management is frustrated because the division’s productivity is down. However, they are open to change. The top-down approach to communication has widened the employee-management divide. 3.Brainstorm possible solutions. Spend 3-5 minutes brainstorming solutions to the problem. Then settle on one solution that could be tested. Why did you choose this solution? 4. Prototype the solution. How could you prototype the idea for your solution? For help, go to page 24. 5. Rework the prototype. Imagine that one part of the solution needs refining. What could you add, remove, rearrange, or redo to improve the solution? © 2013 UpWrite Press 6. Implement the solution. Briefly explain how you would implement the solution. Copyright UpWrite Press 44 My Goal To use scientific principles to solve problems Using the Scientific Method Imagine that you are assigned to find out why a specific system is failing or why a given product doesn’t work. Whenever you are faced with discovering the causes of a problem, you can use the scientific method. What is the scientific method? The scientific method is a form of problem solving that focuses on causes and effects within a specific situation. You can use the scientific method to troubleshoot issues and, by process of elimination, discover the true causes. Follow these steps: 1. Identify a problem. Make sure that you fully understand the Scientific Method Identify a problem. List variables. Create a hypothesis. Control variables. Observe outcomes. Draw conclusions. problem, all of the components, the people involved, and what the desired resolution is. 2. List variables. Think of all of the possible causes of the problem. Write them down. 3. Create a hypothesis that predicts the outcome when you test the situation by manipulating variables. 4. Control all variables but one. Create a situation in which all of the possible causes are ruled out except the one you are testing. 5. Observe outcomes and record data. Does changing the one factor change the outcome? If not, what other factor or set of factors is most likely to be the true cause? 6. Conclude whether the experiment supported the hypothesis. If so, you have your solution. If not, you can create a new hypothesis, selecting a new variable to test. How can I identify a problem and list variables? Usually, problems identify themselves: Something fails. It might be a product, service, plan, machine, or even relationship. Problem Every Thursday afternoon, Internet access runs slowly. After you’ve identified the problem, you should list the possible causes for the problem. Possible Causes ●● ●● ●● ●● © 2013 UpWrite Press ●● Are there more users on the broadband? Is the problem with our service? Are other businesses on the block taxing the system? Is there a program that runs in the background on Thursdays? Do the network computers have a virus? Copyright UpWrite Press Once you have listed variables, you can check each variable to see if it is the cause. Pages 46-47 will show you how. 45 Activity 20: Use the Scientific Method n Think about how you could use the scientific method to solve problems at your workplace. Respond to each prompt below. 1.Under each category, list problems in your workplace. Workload Schedule Budgets 2.Choose one of the problems above and list possible causes. Problem Possible Causes 3.Which of the possible causes seems most likely, and why? 4.Choose another problem and list possible causes. Problem Possible Causes © 2013 UpWrite Press 5.Which of the possible causes seems most, likely and why? Follow-up: Copyright UpWrite Press Consider whether you’d like to solve one of these problems when you return to work. If so, continue to work with it over the next few activities. 46 My Goal To choose one potential cause to test, to control the other causes, and to create a hypothesis Controlling Variables After you have identified the possible causes of the problem, you need to choose one possible cause that you want to test for and create a hypothesis about it. How can I create a hypothesis? Start by identifying the cause that you want to test for. Problem Every Thursday afternoon, Internet access runs slowly. Hypothesis A hypothesis is a prediction that connects a given cause to a given effect. Variables A variable is a possible cause of the problem, a cause that you need to either test or control. Possible Cause Is there a program that runs in the background on Thursdays? Then you create a prediction that connects the possible cause to the problem. This is your hypothesis. State your hypothesis as a fact (to be tested). Hypothesis One or more programs running in the background are causing the Internet slowdown every Thursday afternoon. Next, you will need to figure out how to control the other possible causes (variables) so that you can test your hypothesis. How can I control variables? Start by identifying the variables that you want to control: Variables to Control 1.Are there more users on the broadband? 2. Is the problem with our service? 3. Are other businesses on the block taxing the system? 4. Do the network computers have a virus? Then figure out how to rule out or control all of these variables: Controlling Variables 1.I need to test the system with an average number of users running typical programs. 2.I need to call our Internet service provider to make sure there isn’t a general slowdown in service. 3.I need to ask our Internet service provider about use rates in our neighborhood. 4.I need to run virus scans on all computers before testing. © 2013 UpWrite Press Copyright UpWrite Press 47 Activity 21: Control Variables n Follow the steps below to develop a hypothesis for one of the problems you identified on page 45. 1.Choose one of the problems you identified on page 45 and write it below. 2.List the possible causes for the problem. 3.Choose one possible cause that you would like to test for, and write it below. 4.Create a hypothesis written as a statement that predicts how the selected cause creates the selected problem. © 2013 UpWrite Press 5.Write how you will control each of the other causes listed in item 2. Follow-up: Copyright UpWrite Press If you are dealing with a real problem at your work and have come up with a workable way to test its causes, consider doing so when you return to work. 48 My Goal To use the scientific method to test different variables Testing Concepts So, you’ve identified a problem, listed possible causes, selected one to test, created a hypothesis about it, and thought of ways to control the other variables (possible causes) in the situation. You have all the pieces of experimental design in place. How can I design an experiment? List your problem and hypothesis. Then outline the method you will use to test the hypothesis: Problem Solving The scientific method is just one specific form of the problem-solving process. The design process is another form, as is the writing process. All use problem solving to tackle a complex issue and come up with a viable solution. Problem Every Thursday afternoon, Internet access runs slowly. Hypothesis One or more programs running in the background are causing the Internet slowdown every Thursday afternoon. Method I will measure the average times for the following actions on Monday, Tuesday, Wednesday, and Thursday afternoons: ●● Home-page launch time ●● Page-refresh time ●● PDF-download time ●● FTP-upload time After recording these baselines, I will ask the IT department to suspend any programs running in the background and test the rates again. If background programs are causing the slowdown, the rates when they are shut down should match the average rates on afternoons other than Thursday. Controlled Variables I will make sure all computers are virus free, that the number of users is consistent each day at the time of measurement, that the types of Internet usage are analogous, and that no problems exist with the Internet service provider or the neighborhood network. How should I record data? Make measurements according to your experimental design and write them down. If you have many measurements, record them in a spreadsheet so that you can easily search them for patterns. If possible, output different columns and rows of your spreadsheet as graphics (bar graphs, line graphs, pie graphs, and so on) to help you recognize patterns. How can I draw conclusions? © 2013 UpWrite Press First, check to see whether your prediction matched the outcome of the experiment. If it did, your hypothesis has been supported. If not, consider whether the hypothesis should be rejected. Whatever the outcome, think about whether any flaws in experiment design skewed the results in either direction. Copyright UpWrite Press 49 Activity 22: Test Concepts n Respond to the prompts below to design an experiment to test your hypothesis from page 47. 1.Write the problem you identified on page 47. 2.Write the hypothesis you identified on page 47. 3.Write the method that you will use to go about testing the hypothesis. © 2013 UpWrite Press 4.Write the ways that you will control other variables. Follow-up: Copyright UpWrite Press Consider conducting this experiment in your workplace. Make sure to carefully measure and record outcomes, reflecting on them to draw conclusions. 50 Activity 23: Lesson Wrap-Up n Answer each of the following questions. 1.What does the acronym SQ3R stand for? (See page 36.) 2.What are the steps in the writing process? (See page 38.) 3.What are two different ways you can describe a process? (See page 40.) 4.What is the focus of design thinking? (See page 42.) 5.What does the scientific method help you discover? (See page 44.) 6.After you identify a problem, what should you do next to use the scientific method in solving the problem? (See page 44.) 7.Describe what a hypothesis is. (See page 46.) 8.How can you control variables? (See page 46.) © 2013 UpWrite Press Copyright UpWrite Press 51 Extra Practice Using the Reading Process n Use the first two steps of the reading process to preview the next lesson (pages 55-65). 1. Survey the material to get a sense of what you are about to read. ●● Read all headings and note their arrangement. ●● Look at each graphic (photo, table, illustration, graph) to get a sense of what’s coming. ●● Skim each caption to better understand the graphics. ●● Figure out how much material there is and how much time you have. 2. Question the communication situation. ●● Source: Who wrote this? ●● Message: What’s the main point? Why did the person write it? What does the person want the reader to do with the information? ●● Medium: How is this message presented? How was it originally presented? In what way does the medium enhance or detract from the message? ●● Audience: Who is supposed to read this? Are you part of the intended audience? ●● Context: When was this written? What was going on then? Where was this written? How does this fit in with other things the source created? How does this fit in now? Using the Writing Process n Think of a long document that you might be asked to write in your workplace. (Perhaps you want to write a proposal to your supervisor requesting the chance to telecommute.) Write a sentence or two in response to each prompt below. 1.Identify your purpose, your readers, and the context of the writing. 2.What research would you need to do before you start writing? Using Process Thinking © 2013 UpWrite Press n Think of a process that you know how to do well (for example, the process of requesting time off). Write a set of instructions that explain the process. Copyright UpWrite Press 52 Using Design Thinking n Write the steps of design thinking in their correct order. Implement your solution. Prototype a specific solution. Define the problem. Brainstorm possible solutions. Research the problem. Rework the prototype. Using the Scientific Method n Write the steps of the scientific method in their correct order. Observe outcomes. List variables. Identify a problem. Control variables. Draw conclusions. Create a hypothesis. Identifying and Controlling Variables n Respond to each of the prompts below. 1.Identify problems in your workplace. 2.Choose one of the problems and list possible causes. Problem Possible Causes © 2013 UpWrite Press 3.Choose one cause to test for and indicate how you could control the other variables (causes). Copyright UpWrite Press 53 Lesson 4 U.S. Navy photo by Mass Communication Specialist 1st Class Danny Hayes, via Wikimedia Commons “Individual commitment to a group effort— that is what makes a team work, a company work, a society work, a civilization work.” —Vince Lombardi Team Problem Solving Many workplace projects require group work and team decision making. Working with a group can produce dynamic results but also presents unique obstacles. Different personalities sometimes clash, and decision making may turn into a power struggle. However, when a group is built on respect and trust, and when each individual understands and carries out her or his role within the group, great ideas and decisions sprout, including solutions to complex problems. For example, in the photo above, Navy personnel worked with local populations to create a water-purification system that uses ground-up coconut shells for filtration. This lesson will provide you with the tools and skill set to work with a team to solve problems and make the best decisions. Lesson Preview ●● ●● ●● © 2013 UpWrite Press ●● ●● Collaborating Group Brainstorming Resolving Conflicts Making Decisions Communicating in Meetings Applying Your Learning Taking a Post-Assessment Copyright UpWrite Press ●● ●● 54 My Goal To learn strategies for getting groups of people to work efficiently together toward a common goal Eliminate Opposing Goals Successful collaboration depends on a common goal. If some members of a team have different goals, the whole team can be pulled apart. For example, the team may be trying to learn to use some new software, but one team member wants the software to fail so that the team will return to the old software. When you note such opposing goals, you need to address them and remind team members of the common goal. Collaborating In the workplace, problem solving often involves collaboration. The word “collaborate” means literally “work together.” How can we get people to work together? For any group to collaborate effectively, members must respect and trust each other as well as share common goals. ●● Respect creates an atmosphere in which all group members can contribute. Without respect, the group will disintegrate before it can even get started. But respect alone is not enough to ensure true collaboration. ●● Trust is the confidence that other group members will do the tasks they have agreed to do, on time and in a way that benefits the whole effort. Without trust, some group members will try to do everything, while others will feel excluded. Trust makes true collaboration possible. ●● Goal setting establishes the direction the group is taking. Without a common goal, the group’s effort will be fragmented or even selfdestructive. Once group members respect each other, trust each other, and have common goals, barriers to achievement drop away. How can we set goals? You can have the group work together to fill out a planning sheet (see page 22). Even if you don’t physically have the planning sheet in a meeting, you’ll want to ask the same questions: ●● What is our overall goal? ●● Who will be involved? ●● What are we trying to do? ●● Where will we pursue this goal? ●● When should we start and finish? ●● Why are we doing this? ●● How will we get it done? How can we delegate? © 2013 UpWrite Press Delegation is key to collaboration. If one person does all the work, the power of the team is lost. Once again, you can use your planning sheet to structure the task of delegating. Follow these steps: ●● List the tasks that need to be accomplished. ●● Assign a time frame for each task. ●● Assign one person or more people to do each task in the time frame. ●● List tools (equipment, materials, information, resources) available to team members. ●● Monitor progress, checking against your plan. Copyright UpWrite Press 55 Activity 24: Collaborate n Imagine that you and a group of other participants want to go together to a museum after your class session. Work with your group to answer the questions below, creating a common goal. 1.Who is involved in this plan? 2.What is the group trying to accomplish? 3.Where will the group go? 4.When will the group go? 5.Why will the group go? 6.How will the group get there? n For the situation that you outlined above, list tasks that need to be done and a time frame for each task. Then assign one or more people to accomplish each task. 1.Task 1 2.Task 2 3.Task 3 4.Task 4 Time Team Time Team Time Team Time Team © 2013 UpWrite Press Follow-up: If your group plan is practical and is something that group members are actually interested in doing, consider enacting the plan. If only some group members can participate, adjust your plan, delegating tasks differently. Copyright UpWrite Press 56 My Goal To use group brainstorming to discover solutions to problems Group Brainstorming Just as you can work by yourself to brainstorm solutions (see pages 12-13), you can also brainstorm in a group setting. What is group brainstorming? Build Trust in Groups When brainstorming, don’t stop to criticize ideas. Write everything down and wait until later to evaluate. Group brainstorming involves a team of people rapidly coming up with as many possible solutions and possibilities as they can. The process should include these three steps: 1.Collect ideas in a list or a mind map. Record the ideas quickly as they are offered. 2.Delete any doubles. Sort through the ideas and compose a revised list of the best ideas. 3.Evaluate the revised list. Identify the especially strong ideas and catalog them for future use. Tip You can drill deeper by choosing one idea and making it the topic for another brainstorming session. Repeat the process again with another idea to get to very specific possibilities. How can I set rules for group brainstorming? © 2013 UpWrite Press The advantage of group brainstorming is that it brings together many diverse minds with unique ideas. However, group brainstorming can veer off course if not managed properly. Group brainstorms work best when group members follow certain rules. ●● Choose a moderator. The moderator’s job is to make sure everyone follows the rules and keeps the brainstorming on task. Though the moderator can contribute to the session, her or his role is not to dominate the conversation. ●● Disallow criticism. Group members should listen and accept all ideas. Criticism creates a chilling effect on creativity, especially for the target of the criticism. ●● Encourage creative, off-the-wall ideas. Some of the best solutions spawn from the wildest ideas. Record all ideas without judgment. ●● Strive for quantity. The more ideas, the better. Group members should not be concerned with coming up with the best or perfect solution, just whatever comes to mind. ●● Connect and expand each others’ ideas. Group brainstorms are most effective when all members feel secure enough to share, rework, and expand each others’ ideas. Copyright UpWrite Press 57 Activity 25: Brainstorm Solutions with a Group © 2013 UpWrite Press n In a group, think of a common workplace problem. (If you can’t think of a problem, imagine that too many unnecessary meetings are being scheduled, and attendees are falling behind on individual work.) Write a question that asks how to solve the problem. Then choose a group moderator and brainstorm possible solutions. The moderator should enforce the rules from the facing page. Record the group’s answers as a list or a mind map. Follow-up: Review your group brainstorming session. What was the experience like? What things worked? How could it be improved next time? Copyright UpWrite Press 58 My Goal To understand the options for resolving conflicts Resolving Conflicts To resolve conflicts in a team, you need to manage your emotions, define the conflict, and use a resolution strategy. How can I manage my emotions? If you find yourself in a conflict with a group member, you should first get a handle on your emotions. Follow this four-step process: 1. Identify the emotion you are feeling: You might be happy, sad, fearful, angry, hopeful, regretful, exasperated, dreading. . . . Build Trust in Groups One way to build trust in groups is to direct everyone to focus on the topic instead of on personalities. Go a step further by getting everyone to agree on a common goal. 2. Identify the cause of the emotion: Emotion usually relates to you or to people, objects, or ideas that are important to you. 3. Note whether the emotion is appropriate in type and scale: Does the emotion fit the situation? Is it an underreaction, an appropriate reaction, or an overreaction? 4. Decide how to manage the emotion. Here are some options: ●● Express the emotion but set it aside to think critically. “I’m feeling very nervous about that idea, but let’s explore it.” ●● Modulate the emotion to better match the situation. “I overreacted, but I do feel this issue is important.” ●● Use the emotion constructively to engage the task. “I’m determined to get this problem solved.” ●● Allow your emotion to connect you with others. “I can hear the anger in your tone, and I understand it’s because you feel passionate.” ●● Recognize that emotion will play a part in decision making. “In the end, I have to be happy with the result, and I’m currently not happy with it.” How can I define a conflict? Analyze the situation by asking four questions: 1. What is the problem? 2. What is my purpose in the situation? 3. Who are the people involved? 4. Where is the conflict taking place? How can I resolve conflicts? © 2013 UpWrite Press You have options for resolving conflicts. Different situations call for different resolutions. ●● Cooperate with the other person, working for the common good. ●● Compromise with the other, each giving up something to meet in the middle. ●● Defer to the other if you do not have authority, are wrong, or consider the issue not worth fighting over. ●● Assert your position if you have authority, know you are right, or find alternatives unacceptable (but avoid insubordination). ●● Compete with the other, each trying a different approach to see which works (but avoid insubordination). Copyright UpWrite Press 59 Activity 26: Resolve Conflicts n Imagine that someone is speaking the bold words below to you. Think of what your emotional response would be. Then write a response for each prompt. “In order to cut operating costs, we are considering downsizing office space by sharing our workspace with another division.” 1.Write a sentence that expresses your emotional response. 2.Write a statement to manage your emotions. 3.Write a statement that shows objective, critical thinking about the original statement. n Think of a conflict you have had or are having in the workplace. Define the conflict by answering each question below. 1.What was the problem? 2.What was your purpose in the situation? 3.Who were the people involved? © 2013 UpWrite Press 4.Where did the conflict take place? n On your own paper or out loud with a partner, decide which type of resolution from the list on the facing page you used and which would work best. Explain how you came to your decision. Copyright UpWrite Press 60 My Goal To understand how to make group decisions Making Decisions Successful groups decide up front how decisions will be made. Knowing who has the authority to make decisions helps everyone understand his or her individual role in the process. Blending Approaches What methods of decision making are there? Often more than one approach goes into making a decision. For example, a manager might strive for a consensus, but ultimately the manager is responsible for making the final decision (authority rule). The most common decision-making approaches are explained below. Sometimes different methods occur simultaneously. As you will see, each approach comes with inherent strengths and weaknesses. Method of Deciding Pros Cons Authority Rule: The group discusses issues and may make recommendations. However, one authority figure—a leader or an invited expert—makes the decision. This method is efficient. Members may feel they don’t get a say. Minority Rule: A vocal or powerful minority makes a decision that the majority may disagree with but feel forced to accept. Even minority interests can be heard and have power. This method may leave the majority feeling left out. Majority Rule: The group votes, and This approach is fair but still efficient. Those in the minority may feel reluctant to cooperate. Consensus Rule: All group members agree to support a solution even though some may have reservations. Group members feel included and valued. This method may take time and discussion. whatever option crosses a threshold of votes wins. How can I facilitate decision making? As you can see by the “Cons” column, each method of deciding can cause some distrust in a group. Fairness is key. Even those who disagree can still trust if they feel they have been treated fairly. Even if you are not the ultimate decision maker within a group, you can contribute to the decision and help move the process along. Here are some tips. ●● Know the decision-making style of the group. ●● Remember the five conflict-resolution strategies: assert, defer, cooperate, compromise, and compete. ●● Help the group state a common goal, which puts the group on the path to cooperation. ●● Recognize and stop groupthink, so that alternative solutions and opposing ideas are taken into consideration. ●● Recognize and set aside emotional thinking—your own and others’. ●● Recognize your role in the group, and carry it out successfully. © 2013 UpWrite Press Build Trust in Groups Copyright UpWrite Press 61 Activity 27: Make Group Decisions n Split up into groups for this role-play activity. Read the scenario. Imagine you are a member of the group involved in the scenario. Then answer the questions below it. Scenario: Every August, prior to the start of the school year, your group hosts a dinner and auction to raise money for school supplies for low-income students in your area. You anticipate 50 guests will attend the fund-raising event. The dinner will be catered. Today your committee is meeting to decide on a venue for the event. It can be indoors or outdoors. And it may be a formal, semi-formal, or casual event. Your budget allows you some flexibility, but cost should be taken into consideration. 1.Have the group leader state a common goal for the meeting. Based on the given scenario, what is your group’s common goal? 2.Come to a consensus decision on whether the fund-raiser will be an indoor or outdoor event. What is your consensus choice? 3.Come to a majority decision on a venue for the fund-raising event. Where will the event take place? (Note: For the purposes of this activity, the venue can be real or imagined.) 4.Discuss whether your event will be formal, semi-formal, or casual. Have one group member strongly support a minority opinion. Come to a minority decision. Will your event be formal, semi-formal, or casual? 5.Discuss what should be the dress code for the event. The group leader should make an authority decision. What will be the dress code for your event? © 2013 UpWrite Press 6.By yourself or as a group, reflect on this activity. What decision-making method was easiest for your group? Which one was hardest? Copyright UpWrite Press 62 My Goal To learn strategies for effective and efficient group communication Communicating in Meetings Groups can achieve maximum problem-solving efficiency through clear communication before, during, and after group meetings. What communication precedes a meeting? Creating an Agenda A meeting agenda lists the topics to be discussed in a meeting. Agendas include the following: ●● Items: The topics up for discussion ●● Outcomes: The desired result of each item ●● People: The people responsible for introducing each item ●● Priority: The level of importance of each item The person who arranges a meeting should inform each group member about the meeting’s purpose and goals as well as the following: ●● Who will attend ●● What will be discussed (See “Creating an Agenda” in the sidebar.) ●● Where the meeting will take place ●● When the meeting will take place ●● Why the meeting is occurring (what needs to be accomplished) What communication occurs in a meeting? Group meetings function more efficiently when they follow a structured agenda (see sidebar). A full discussion of each item should take place before moving on to the next. Item discussion involves four steps. 1.Introduce the topic. Provide an overview of the item. 2.Share new information about it. Use handouts, visuals, or a Web presentation. questions and give opinions. Problem Solving Clear communication facilitates group decision making and problem solving. 3.Discuss the information. Enable the group members to ask 4.End the discussion. Close discussion when group members understand the information. Note: Record key discussions and actions in the meeting’s minutes. How should I communicate during meetings? You can actively engage in a group discussion by doing the following: ●● Speaking: Share information, give feedback, ask questions, and clarify information. ●● Listening: Listen intently and think critically about what is said and—often more importantly—what is not said. ●● Writing: Record notes about key information. Write down questions you would like to ask the speaker or the group in general. ●● Reading: Follow the agenda and closely read any handouts that accompany items in discussion. What communication occurs after a meeting? After the meeting: (1) Archive the meeting minutes electronically so that they may be reviewed. (2) Distribute information about decisions and action items from the meeting to group members and other relevant parties. © 2013 UpWrite Press Copyright UpWrite Press 63 Activity 28: Communicate as a Group n Think about groups you participate in—meetings, teams, and work groups. Then answer the questions below. 1.How do you prepare, if at all, for group meetings? 2.Do your meetings include an agenda? If so, how closely does the group follow the agenda? 3.What causes the greatest inefficiencies in the group meetings you attend? Explain. © 2013 UpWrite Press 4.Which of the four actions do you most often find yourself doing to stay actively engaged in your meetings—speaking, listening, writing, or reading? Which one do you do the least? Follow-up: Copyright UpWrite Press As a group, discuss what problems a group may encounter if it doesn’t properly communicate during the steps of the problem-solving process (see page 4). 64 My Goal To create a personal contract for applying what I have learned and continuing to improve Applying Your Learning You’ve worked hard and learned a lot, but now you need to apply your learning back on the job. By creating a personal contract, you will gain the most from this course. How can I create a personal contract? You can create a personal contract by setting a few goals and outlining specifically what you will do to reach them. Here is a sample personal contract. Personal Contract Date: June 11 I, Kristine Jacobson improve on the job by doing the following. , will continue to Goal 1: I will use problem-solving skills to better define workplace problems. To accomplish this goal, I will use the following strategies: Strategy 1: I will follow each stage in the problem-solving process. Strategy 2: I will use the 5 W’s and H to analyze the problem. Strategy 3: I will think critically about the causes and effects. Goal 2: I will use problem-solving skills to innovate effective solutions. To accomplish this goal, I will use the following strategies: Strategy 1: I will use brainstorming to discover new solutions. Strategy 2: I will effectively plan and create a prototype. Strategy 3: I will apply the solution after presenting it to stakeholders. Goal 3: I will help solve problems in teams. To accomplish this goal, I will use the following strategies: Strategy 1: I will manage my emotions and resolve conflicts. Strategy 2: I will carry out my role in the group decision-making process. © 2013 UpWrite Press Strategy 3: I will enforce rules during group brainstorming. Copyright UpWrite Press 65 Activity 29: Create a Contract n Create a personal contract for yourself. List goals and specific strategies that you will use when you return to your job. Personal Contract Date: I, solving on the job by doing the following. , will continue to improve problem Goal 1: To accomplish this goal, I will use the following strategies: Strategy 1: Strategy 2: Strategy 3: Goal 2: To accomplish this goal, I will use the following strategies: Strategy 1: Strategy 2: Strategy 3: Goal 3: To accomplish this goal, I will use the following strategies: Strategy 1: Strategy 2: Strategy 3: © 2013 UpWrite Press Follow-up: Make a photocopy of this contract and post it in your office in a place where you will see it regularly. Once a week, review the contract and check your progress. Copyright UpWrite Press 66 Activity 30: Taking a Post-Assessment n Answer each item below, providing the best response. 1.What is the best way to define a problem? a. Reduce it to a simplification. b. Connect it to everything. c. Study its causes and effects. d. Blow it out of proportion. 2.Which is good advice for brainstorming? a. Avoid brainstorming in a group. b. Do not consider wild ideas. c. Write down every idea. d. None of these are good advice. 3.Arrange the steps of problem solving in order: plan a solution, brainstorm a solution, define the problem, apply the solution, make improvements, evaluate the solution 4.What is the purpose of evaluating a solution? a. to analyze its parts b. to judge its value or worth c. to help decide if it’s the best option d. both b and c 5.Which type of creating involves little planning? a. exploring b. growing c. building 6.Identify at least one tip for presenting to stakeholders. 7.What is the correct order of steps in the writing process? a. draft, prewrite, refine, and revise b. prewrite, revise, draft, and refine c. prewrite, draft, refine, and revise d. prewrite, draft, revise, and refine 8.Which type of problem solving uses prototypes most often? a. design thinking b. scientific method c. process thinking d. all of these 9.What is a hypothesis? 1 1. When should group communication take place? a. before meetings b. during meetings c. after meetings d. all of these © 2013 UpWrite Press 1 0. Which decision-making style involves everyone in a group? a. majority rule b. consensus rule c. minority rule d. none of these Copyright UpWrite Press 1 2. What is the most important thing you learned in this course? 67 7 Answer Key Activity 3 Activity 3: 3 Activity 1 Activity 1: ■ Think Critically Taking a Pre-Assessment ■ 1. What is the difference between critical thinking and mechanical thinking? Critical thinking is close, careful thinking. It studies a topic from many different angles. Mechanical thinking is routine thinking. It could be described as “going Answer each item below, providing the best response. 1. Which is true about problem solving? a. It is a process. b. It requires critical thinking. c. It requires creative thinking. d. all of these takes two dissimilar things, asks how they work together, and analyzes their connections. 5. A “building” approach to creating solutions involves . . . a. allowing time for a plan to develop and adapt. b. little planning. c. carrying out a careful plan. 6. How does a trait-evaluation chart work? It lists all the traits of a solution (or solutions) in the first column and rates the effectiveness of each trait in the other columns. 7. Which of these are problem solving? a. the engineering process b. the scientific method c. the writing process d. all of these 8. Which strategy works best for discovering the causes of a problem? a. process thinking b. scientific method c. design thinking d. all of these to test one specific variable, or cause, of a phenomenon. Creating requires the deepest level of thought because it involves all of the other critical thinking skills. ■ Identify which level of Bloom’s Taxonomy would work best for each scenario below. Briefly explain your choice. 1. If you needed to examine all of the causes and effects of a new policy, you might use this type of thinking. Analyzing : When you analyze, you separate a topic into parts, examine those parts, and studying how they fit together. 2. If you needed to provide an example of a concept from work, you might use this type of thinking. Understanding: When you understand something, you know what it means and can 3. If you needed to convince a colleague to try a new presentation tool, you might use this type of thinking. Evaluating: When you evaluate, you judge something’s value or worth, showing why it is useful or not. 4. If you needed to define for the public a technical term used in your office, you might use this type of thinking. Remembering: When you remember, you recall information, including key terms. 11. Which is true about group brainstorming? a. It works best with no rules. b. Criticism should be discouraged. c. Not all ideas are worth sharing. d. all of these © 2013 UpWrite Press © 2013 UpWrite Press 2. What level of thinking requires the deepest thought? give examples of it in practice. 9. Why do you control variables in the scientific method? You control variables in order 10. Which is true of consensus decision making? a. It takes time and discussion. b. Group members feel involved. c. Some members may feel left out. d. Both a and b are true. through the motions.” 2. Which level of thinking is the deepest? a. remembering b. creating c. understanding d. applying 3. Describe conceptual blending. Conceptual blending is a critical thinking strategy that 4. An effective prototype . . . a. is cheap and easy to make. b. facilitates design thinking. c. is easy to modify. d. all of these Answer the questions below. 12. Name two ways to resolve a conflict. (Any two of these) cooperate, compromise, defer, assert, compete Activity 2 (Answers will vary.) Activity 4 Activity 4: Target Follow-up:Causes and Effects Take another look at Bloom’s Taxonomy. Why do you think it is necessary to remember a topic Think about an ongoing problem in your workplace. (If you can’t think of a problem, ■ before you can understand it? Understand it before you can apply it? imagine that your company’s customer service department is understaffed.) Define the problem by answering the 5 W’s and H about it and creating a cause-effect chart. (Answers will vary.) The Problem Who? My company’s customer service representatives What? Understaffed Where? Customer service department When? Since new management changed flexible work-time rules Why? Low morale, high turnover, budget constraints How? Complaints from the public; customers not receiving services Causes © 2013 UpWrite Press New flex-time rules Problem My company’s customer New management service department is Budget constraints understaffed Effects High staff turnover Low staff morale Poor customer service Complaints from public © 2013 UpWrite Press Copyright UpWrite Press Follow-up: The next time you face a problem at work, think about its causes. How could you eliminate the causes? Then, think about the effects of the problem. How could you eliminate the effects? 9 Activity 7: Blend Concepts ■ 68 Choose something you know a lot about—a concept, an organization, an idea—and then think of something entirely different. Construct a question creating a conceptual blend. Finally, answer the question as creatively as you can. (Answers will vary.) 11 15 Activity 5: Activity 5 Activity 7: Use Root Cause Analysis Blend Concepts ■ Activity 7 Think of a serious problem that occurred in your workplace. (Consult the inside front cover for ideas of common workplace problems.) Then use root cause analysis to explore all the possible causes of the problem. (Answers will vary.) ■ Choose something you know a lot about—a concept, an organization, an idea—and then think of something entirely different. Construct a question creating a conceptual blend. Finally, answer the question as creatively as you can. (Answers will vary.) 1. What was the nature of the problem, and what caused that nature? My company’s customer service department is understaffed. The problem occurred ■ when a new management team eliminated flex-time opportunities and many employees left. Now think about a problem you are having at work. (If you can’t think of a problem, imagine there is a lack of trust among employees). Then think of an unrelated idea. Construct a question creating a conceptual blend. Then answer the question as creatively as you can. How can our lack of customer service reps problem be solved by acting like a rock band? 2. What was the magnitude or extent of the problem, and what caused it? • The customer service reps should be energetic and enthusiastic. The understaffed department led to unfriendly service, complaints from customers, • The office should include more comforts for the employees, like a tour bus does and delayed responses to customer inquiries. These problems were caused by for a band. overworked and dispirited customer service employees. • Customer service reps should make the public feel satisfied with their services. • Each department member should have a clear understanding of his or her role. • The members of the department should fight for each other, not against each 3. Where did the problem occur, and what caused it to occur there? This problem occurred in the customer service call center. Lack of morale in the office was caused by the employees’ dissatisfaction with new rules set forth by a new management team. 16 The turnover in the management team and the new rules set forth occurred because © 2013 UpWrite Press customer service department, which was already running efficiently. 2. Management changes. The transition was too abrupt. Perhaps the new management should have invited old employees to a “State of the Company” meeting to address the challenges. 3. Flexible work-time policies change. The new management should have been clearer service staff for improved service. Activity 6 Activity 6: © 2013 UpWrite Press © 2013 UpWrite Press about why the policies changed. 4. Employees using flex time leave. New managers should have offered alternatives. 5. Customer service worsens. The company should have reaffirmed its mission to all employees and offered incentives to the customer Brainstorm Solutions ■ (If possible, work with a partner or group to complete this activity.) Think of a problem in your workplace. It can be the same one you defined on page 5 or page 9 or a different one. (If you can’t think of a problem, imagine that there isn’t enough parking.) Write a question that asks how you can solve the problem. Then create a list or a mind map of possible solutions, writing down every idea, even wild ones. (Answers will vary.) • The customer service reps should be energetic and enthusiastic. Activity 8 Activity 8: office should include more comforts for the employees, like a tour bus does • The for a band. Lesson Wrap-Up our company had to cut costs. 1. The company had to cut costs. The company should have cut costs outside of the other. Now think about a problem you are having at work. (If you can’t think of a problem, • The managers should act more like tour managers, making the customer service imagine there is a lack of trust among employees). Then think of an unrelated idea. reps’ajobs more comfortable. Construct question creating a conceptual blend. Then answer the question as creatively as you can. should show pride in its work. • The department How can our lack of customer service reps problem be solved by acting like a rock band? 4. When did the problem occur, and what caused it to happen then? 5. Create a list of events, in order, that led up to the problem. What should have happened instead? ■ • Customer service reps should make the public feel satisfied with their services. Follow-up: each question member by writing a response. Note that your instructor ask you ■ Answer • Each department should have a clear understanding of his ormay her role. Did the activity above help you better understand your problem? How so? Did you discover a to share your writing with a partner. • The members of the department should fight for each other, not against each new solution? other. 1. How would you define problem solving? (See page 4.) solving should is the process of like using criticaland creative-thinking skillsservice to define •Problem The managers act more tour managers, making the customer problems and innovate solutions. reps’ jobs more comfortable. • The department should show pride in its work. 2. List at least one critical-thinking step and one creative-thinking step involved in problem solving. (See page 4.) (Any of the following critical-thinking steps) define the problem, plan the solution, and evaluate the solution (And any of the following creative-thinking steps) brainstorm solutions, apply the solution, make improvements Follow-up: 3. activity What critical-thinking strategies can you use define a problem? (Seeyou pagediscover 8.) Did the above help you better understand yourtoproblem? How so? Did a 13 solution? new (Either of these) 5W’s and H, cause-effect analysis 4. What is root cause analysis? (page 10) Root cause analysis is a thorough effort, usually by a team, to discover all the factors involved in causing a negative event. 5. What four aspects of a negative event do teams ask about to do a root cause analysis? (page 10) Teams ask about the nature, magnitude, location, and timing of the event. How can my company improve its understaffed customer service department? • Hire more employees. • Improve communication between management and staff. • Reaffirm the company’s goals and mission. • Offer incentives for improved service. • Pay employees more. • Bring back flexible-schedule opportunities. • Change the seating in the office. • Improve technology. • Revisit the customer-service procedure. 6. How is a timeline involved in root cause analysis? (page 10) The team puts together a sequence of events, including mechanical and human causes, leading to the negative event. 7. What is conceptual blending? (See page 14.) Conceptual blending is a creative-thinking strategy that takes two dissimilar things, asks how they work together, and analyzes their connections. © 2013 UpWrite Press 8. How could conceptual blending help you solve a problem? (See page 14.) The forced connections can produce innovative solutions to problems. © 2013 UpWrite Press Copyright UpWrite Press 69 32 17 Extra Practice Page 17 Extra Practice Activity 15 Activity 15: Understanding Problem Solving Lesson Wrap-Up ■ Label the steps in the problem-solving process. Critical Thinking ■ Creative Thinking Answer each question by writing a sentence or two. Note that your instructor may ask you to share your writing with a partner. 1. How can you evaluate a number of possible solutions? (See page 20.) Define the Problem Create a trait-evaluation sheet by listing important traits of the solution down the first column and then labeling additional columns with solutions. Rate each solution for each trait. Brainstorm Solutions Plan the Solution 2. When you are planning, you can create objectives by asking what questions about your goal? (See page 22.) Apply the Solution You should ask who, what, where, when, why, and how. Evaluate the Solution 3. What are the four T’s that you should consider when making a plan? (See page 22.) Make Improvements You should consider Tasks to complete the solution, Time for each task, the Team that will work on the solution, and the Tools available to the team. Defining the Problem ■ Think of a problem in your workplace. (If you can’t think of a problem, imagine that office morale is low.) Define the problem by answering the 5W’s and H and creating a cause-effect chart. (Answers will vary.) Who? Extra Practice Causes Page 18 Problem 4. What are three jobs that prototypes perform? (See page 24.) To experiment with an idea, to communicate an idea to colleagues, to get buy-in from stakeholders Effects 5. What are three different approaches to creating a solution? (See page 28.) Building, growing, and exploring What? (Answers will vary.) Where? Activity 9 6. How can you discover improvements to make to your solution? (See page 30.) Use your goal and objectives to create an evaluation chart and come up with suggested improvements. When? (Answers will vary.) 39 Why? Activity 10 Activity 17: Extra Practice Page 33 (Answers will vary.) (Answers will vary.) ■ Think of something that you might be asked to write in your workplace. (As an Use the Writing Process alternative, imagine that you must write an annual report for your department, one that will be submitted to your superior and to the head of the organization.) Write a sentence or two in response to each prompt below. (Answers will vary.) Activity 11 Extra Practice Page 34 (Answers will vary.) (Answers will vary.) 1. Identify your purpose, your readers, and the context of the writing. Activity 12 Activity 16 (Answers will vary.) (Answers will vary.) Activity 13 3. Would you organize using a list or an outline? Why? Activity 17 Activity 17: Prewrite 2. What research would you need to do before you start writing? (Answers will vary.) Use the Writing Process Draft ■ Think of something that you might be asked to write in your workplace. (As an Activity 14 alternative, imagine that you must write an annual report for your department, one 4. Time permitting, create a firstsuperior draft of the that will be submitted to your andwriting. to the head of the organization.) Write a sentence or two in response to each prompt below. (Answers will vary.) (Answers will vary.) © 2013 UpWrite Press © 2013 UpWrite Press © 2013 UpWrite Press How? Prewrite Revise and Refine 1. Identify your purpose, your readers, and the context of the writing. 5. Circle the traits of writing that you would focus on during revising. Underline the traits of writing that you would focus on during refining. a. Ideas b. Organization 2. What research would you need to do before you start writing? c. Voice d. Words e. Sentences f. Correctness g. Design 3. Would you organize using a list or an outline? Why? © 2013 UpWrite Press Copyright UpWrite Press Draft 4. Time permitting, create a first draft of the writing. Revise and Refine 5. Circle the traits of writing that you would focus on during revising. Underline the traits of 39 70 Activity 18 Extra Practice Page 51 (Answers will vary.) (Answers will vary.) Activity 19 52 (Answers will vary.) Extra Practice Page 52 Using Design Thinking ■ Activity 20 Define the problem. (Answers will vary.) Prototype a specific solution. Research the problem. Define the problem. Brainstorm possible solutions. Brainstorm possible solutions. Prototype a specific solution. Research the problem. Rework the prototype. Rework the prototype. Implement your solution. Activity 21 (Answers will vary.) Activity 22 50 Write the steps of design thinking in their correct order. Implement your solution. Using the Scientific Method ■ (Answers will vary.) Write the steps of the scientific method in their correct order. Observe outcomes. Identify a problem. List variables. List variables. Identify a problem. Create a hypothesis. Control variables. Control variables. Activity 23: Draw conclusions. Observe outcomes. Lesson Wrap-Up Create a hypothesis. Draw conclusions. Activity 23 ■ Answer each of the following questions. 1. What does the acronym SQ3R stand for? (See page 36.) Survey, Question, Read, Recite, Review Identifying and Controlling Variables ■ Respond to each of the prompts below. (Answers will vary.) 1. Identify problems in your workplace. 2. What are the steps in the writing process? (See page 38.) Prewrite, Draft, Revise, Refine 2. Choose one of the problems and list possible causes. Problem Possible Causes 3. What are two different ways you can describe a process? (See page 40.) Write a set of instructions or create a flowchart that shows the process. 4. What is the focus of design thinking? (See page 42.) designers to fail “early and often” in order to learn from mistakes. 5. What does the scientific method help you discover? (See page 44.) © 2013 UpWrite Press 3. Choose one cause to test for and indicate how you could control the other variables (causes). Design thinking focuses on experimentation, exploration, and innovation. It allows The scientific method helps you discover the cause or causes of a problem. 6. After you identify a problem, what should you do next to use the scientific method in solving the problem? (See page 44.) List the possible causes of the problem (the variables). 7. Describe what a hypothesis is. (See page 46.) A hypothesis is a prediction that connects a possible cause to a problem. A hypothesis is stated as a fact (to be tested). 8. How can you control variables? (See page 46.) Start by identifying the variable you want to test, and then make sure all other © 2013 UpWrite Press © 2013 UpWrite Press possible causes are removed from the situation. Copyright UpWrite Press 71 Activity 24 Activity 27 (Answers will vary.) (Answers will vary.) Activity 25 Activity 28 (Answers will vary.) (Answers will vary.) 59 Activity 26 Activity 26: Activity 29 Resolve Conflicts ■ 66 Imagine that someone is speaking the bold words below to you. Think of what your emotional response would be. Then write a response for each prompt. “In order to cut operating costs, we are considering downsizing office space by sharing our workspace with another division.” 1. Write a sentence that expresses your emotional response. (Sample response) Seriously? My workspace is crowded already. How will everyone fit? I hope this merger won’t lead to layoffs. 2. Write a statement to manage your emotions. (Sample response) Aside from my feelings about losing space, how could I better consolidate my workspace? (Answers will vary.) Activity 30 Activity 30: Taking a Post-Assessment ■ Answer each item below, providing the best response. 1. What is the best way to define a problem? a. Reduce it to a simplification. b. Connect it to everything. c. Study its causes and effects. d. Blow it out of proportion. 2. Which is good advice for brainstorming? a. Avoid brainstorming in a group. b. Do not consider wild ideas. c. Write down every idea. d. None of these are good advice. 3. Arrange the steps of problem solving in order: plan a solution, brainstorm a solution, define the problem, apply the solution, make improvements, evaluate the solution 3. Write a statement that shows objective, critical thinking about the original statement. (Sample response) The fact that the department is considering cost-saving alternatives as opposed to layoffs is encouraging, and bringing in a new set of faces could serve as a motivating factor for both departments. The question is, will the merger leave us with enough personal space to work comfortably? ■ Think of a conflict you have had or are having in the workplace. Define the conflict by answering each question below. (Answers will vary.) 1. What was the problem? define the problem, brainstorm a solution, plan a solution, apply a solution, evaluate the solution, make improvements 4. What is the purpose of evaluating a solution? a. to analyze its parts b. to judge its value or worth c. to help decide if it’s the best option d. both b and c 5. Which type of creating involves little planning? a. exploring b. growing c. building 6. Identify at least one tip for presenting to stakeholders. (Any of these) Remind the stakeholders of the goal. Indicate what the prototype is meant to do. Indicate what feedback 2. What was your purpose in the situation? 3. Who were the people involved? you want. Record the feedback. Choose your battles, keeping your eyes on the goal. 7. What is the correct order of steps in the writing process? a. draft, prewrite, refine, and revise b. prewrite, revise, draft, and refine c. prewrite, draft, refine, and revise d. prewrite, draft, revise, and refine 8. Which type of problem solving uses prototypes most often? a. design thinking b. scientific method c. process thinking d. all of these 4. Where did the conflict take place? © 2013 UpWrite Press 9. What is a hypothesis? An educated guess; a statement connecting a problem to a ■ On your own paper or out loud with a partner, decide which type of resolution from the list on the facing page you used and which would work best. Explain how you came to your decision. possible cause. 11. When should group communication take place? a. before meetings b. during meetings c. after meetings d. all of these © 2013 UpWrite Press 12. What is the most important thing you learned in this course? (Answers will vary.) Copyright UpWrite Press © 2013 UpWrite Press 10. Which decision-making style involves everyone in a group? a. majority rule b. consensus rule c. minority rule d. none of these 72 © 2013 UpWrite Press Copyright UpWrite Press Copyright UpWrite Press Get Onboard with Customized Solutions From UpWrite Press UpWrite Press offers a diverse catalog of field-tested materials for adults interested in professional growth. Quick, expert customization targets each course to the training needs of your organization, trainers, and learners. 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