problem solving worksheet template

10 Best Problem-Solving Therapy Worksheets & Activities

Cognitive science tells us that we regularly face not only well-defined problems but, importantly, many that are ill defined (Eysenck & Keane, 2015).

Sometimes, we find ourselves unable to overcome our daily problems or the inevitable (though hopefully infrequent) life traumas we face.

Problem-Solving Therapy aims to reduce the incidence and impact of mental health disorders and improve wellbeing by helping clients face life’s difficulties (Dobson, 2011).

This article introduces Problem-Solving Therapy and offers techniques, activities, and worksheets that mental health professionals can use with clients.

Before you continue, we thought you might like to download our three Positive Psychology Exercises for free . These science-based exercises explore fundamental aspects of positive psychology, including strengths, values, and self-compassion, and will give you the tools to enhance the wellbeing of your clients, students, or employees.

This Article Contains:

What is problem-solving therapy, 14 steps for problem-solving therapy, 3 best interventions and techniques, 7 activities and worksheets for your session, fascinating books on the topic, resources from positivepsychology.com, a take-home message.

Problem-Solving Therapy assumes that mental disorders arise in response to ineffective or maladaptive coping. By adopting a more realistic and optimistic view of coping, individuals can understand the role of emotions and develop actions to reduce distress and maintain mental wellbeing (Nezu & Nezu, 2009).

“Problem-solving therapy (PST) is a psychosocial intervention, generally considered to be under a cognitive-behavioral umbrella” (Nezu, Nezu, & D’Zurilla, 2013, p. ix). It aims to encourage the client to cope better with day-to-day problems and traumatic events and reduce their impact on mental and physical wellbeing.

Clinical research, counseling, and health psychology have shown PST to be highly effective in clients of all ages, ranging from children to the elderly, across multiple clinical settings, including schizophrenia, stress, and anxiety disorders (Dobson, 2011).

Can it help with depression?

PST appears particularly helpful in treating clients with depression. A recent analysis of 30 studies found that PST was an effective treatment with a similar degree of success as other successful therapies targeting depression (Cuijpers, Wit, Kleiboer, Karyotaki, & Ebert, 2020).

Other studies confirm the value of PST and its effectiveness at treating depression in multiple age groups and its capacity to combine with other therapies, including drug treatments (Dobson, 2011).

The major concepts

Effective coping varies depending on the situation, and treatment typically focuses on improving the environment and reducing emotional distress (Dobson, 2011).

PST is based on two overlapping models:

Social problem-solving model

This model focuses on solving the problem “as it occurs in the natural social environment,” combined with a general coping strategy and a method of self-control (Dobson, 2011, p. 198).

The model includes three central concepts:

• Social problem-solving
• The problem
• The solution

The model is a “self-directed cognitive-behavioral process by which an individual, couple, or group attempts to identify or discover effective solutions for specific problems encountered in everyday living” (Dobson, 2011, p. 199).

Relational problem-solving model

The theory of PST is underpinned by a relational problem-solving model, whereby stress is viewed in terms of the relationships between three factors:

• Stressful life events
• Emotional distress and wellbeing
• Problem-solving coping

Therefore, when a significant adverse life event occurs, it may require “sweeping readjustments in a person’s life” (Dobson, 2011, p. 202).

• Enhance positive problem orientation
• Decrease negative orientation
• Foster ability to apply rational problem-solving skills
• Reduce the tendency to avoid problem-solving
• Minimize the tendency to be careless and impulsive

D’Zurilla’s and Nezu’s model includes (modified from Dobson, 2011):

• Initial structuring Establish a positive therapeutic relationship that encourages optimism and explains the PST approach.
• Assessment Formally and informally assess areas of stress in the client’s life and their problem-solving strengths and weaknesses.
• Obstacles to effective problem-solving Explore typically human challenges to problem-solving, such as multitasking and the negative impact of stress. Introduce tools that can help, such as making lists, visualization, and breaking complex problems down.
• Problem orientation – fostering self-efficacy Introduce the importance of a positive problem orientation, adopting tools, such as visualization, to promote self-efficacy.
• Problem orientation – recognizing problems Help clients recognize issues as they occur and use problem checklists to ‘normalize’ the experience.
• Problem orientation – seeing problems as challenges Encourage clients to break free of harmful and restricted ways of thinking while learning how to argue from another point of view.
• Problem orientation – use and control emotions Help clients understand the role of emotions in problem-solving, including using feelings to inform the process and managing disruptive emotions (such as cognitive reframing and relaxation exercises).
• Problem orientation – stop and think Teach clients how to reduce impulsive and avoidance tendencies (visualizing a stop sign or traffic light).
• Problem definition and formulation Encourage an understanding of the nature of problems and set realistic goals and objectives.
• Generation of alternatives Work with clients to help them recognize the wide range of potential solutions to each problem (for example, brainstorming).
• Decision-making Encourage better decision-making through an improved understanding of the consequences of decisions and the value and likelihood of different outcomes.
• Solution implementation and verification Foster the client’s ability to carry out a solution plan, monitor its outcome, evaluate its effectiveness, and use self-reinforcement to increase the chance of success.
• Guided practice Encourage the application of problem-solving skills across multiple domains and future stressful problems.
• Rapid problem-solving Teach clients how to apply problem-solving questions and guidelines quickly in any given situation.

Success in PST depends on the effectiveness of its implementation; using the right approach is crucial (Dobson, 2011).

Problem-solving therapy – Baycrest

The following interventions and techniques are helpful when implementing more effective problem-solving approaches in client’s lives.

First, it is essential to consider if PST is the best approach for the client, based on the problems they present.

Is PPT appropriate?

It is vital to consider whether PST is appropriate for the client’s situation. Therapists new to the approach may require additional guidance (Nezu et al., 2013).

Therapists should consider the following questions before beginning PST with a client (modified from Nezu et al., 2013):

• Has PST proven effective in the past for the problem? For example, research has shown success with depression, generalized anxiety, back pain, Alzheimer’s disease, cancer, and supporting caregivers (Nezu et al., 2013).
• Is PST acceptable to the client?
• Is the individual experiencing a significant mental or physical health problem?

All affirmative answers suggest that PST would be a helpful technique to apply in this instance.

Five problem-solving steps

The following five steps are valuable when working with clients to help them cope with and manage their environment (modified from Dobson, 2011).

Ask the client to consider the following points (forming the acronym ADAPT) when confronted by a problem:

• Attitude Aim to adopt a positive, optimistic attitude to the problem and problem-solving process.
• Define Obtain all required facts and details of potential obstacles to define the problem.
• Alternatives Identify various alternative solutions and actions to overcome the obstacle and achieve the problem-solving goal.
• Predict Predict each alternative’s positive and negative outcomes and choose the one most likely to achieve the goal and maximize the benefits.
• Try out Once selected, try out the solution and monitor its effectiveness while engaging in self-reinforcement.

If the client is not satisfied with their solution, they can return to step ‘A’ and find a more appropriate solution.

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Positive self-statements

When dealing with clients facing negative self-beliefs, it can be helpful for them to use positive self-statements.

Use the following (or add new) self-statements to replace harmful, negative thinking (modified from Dobson, 2011):

• I can solve this problem; I’ve tackled similar ones before.
• I can cope with this.
• I just need to take a breath and relax.
• Once I start, it will be easier.
• It’s okay to look out for myself.
• I can get help if needed.
• Other people feel the same way I do.
• I’ll take one piece of the problem at a time.
• I can keep my fears in check.
• I don’t need to please everyone.

5 Worksheets and workbooks

Problem-solving self-monitoring form.

Answering the questions in the Problem-Solving Self-Monitoring Form provides the therapist with necessary information regarding the client’s overall and specific problem-solving approaches and reactions (Dobson, 2011).

Ask the client to complete the following:

• Describe the problem you are facing.
• What is your goal?
• What have you tried so far to solve the problem?
• What was the outcome?

Reactions to Stress

It can be helpful for the client to recognize their own experiences of stress. Do they react angrily, withdraw, or give up (Dobson, 2011)?

The Reactions to Stress worksheet can be given to the client as homework to capture stressful events and their reactions. By recording how they felt, behaved, and thought, they can recognize repeating patterns.

What Are Your Unique Triggers?

Helping clients capture triggers for their stressful reactions can encourage emotional regulation.

When clients can identify triggers that may lead to a negative response, they can stop the experience or slow down their emotional reaction (Dobson, 2011).

The What Are Your Unique Triggers ? worksheet helps the client identify their triggers (e.g., conflict, relationships, physical environment, etc.).

Problem-Solving worksheet

Imagining an existing or potential problem and working through how to resolve it can be a powerful exercise for the client.

Use the Problem-Solving worksheet to state a problem and goal and consider the obstacles in the way. Then explore options for achieving the goal, along with their pros and cons, to assess the best action plan.

Getting the Facts

Clients can become better equipped to tackle problems and choose the right course of action by recognizing facts versus assumptions and gathering all the necessary information (Dobson, 2011).

Use the Getting the Facts worksheet to answer the following questions clearly and unambiguously:

• Who is involved?
• What did or did not happen, and how did it bother you?
• Where did it happen?
• When did it happen?
• Why did it happen?
• How did you respond?

2 Helpful Group Activities

While therapists can use the worksheets above in group situations, the following two interventions work particularly well with more than one person.

Generating Alternative Solutions and Better Decision-Making

A group setting can provide an ideal opportunity to share a problem and identify potential solutions arising from multiple perspectives.

Use the Generating Alternative Solutions and Better Decision-Making worksheet and ask the client to explain the situation or problem to the group and the obstacles in the way.

Once the approaches are captured and reviewed, the individual can share their decision-making process with the group if they want further feedback.

Visualization

Visualization can be performed with individuals or in a group setting to help clients solve problems in multiple ways, including (Dobson, 2011):

• Clarifying the problem by looking at it from multiple perspectives
• Rehearsing a solution in the mind to improve and get more practice
• Visualizing a ‘safe place’ for relaxation, slowing down, and stress management

Guided imagery is particularly valuable for encouraging the group to take a ‘mental vacation’ and let go of stress.

Ask the group to begin with slow, deep breathing that fills the entire diaphragm. Then ask them to visualize a favorite scene (real or imagined) that makes them feel relaxed, perhaps beside a gently flowing river, a summer meadow, or at the beach.

The more the senses are engaged, the more real the experience. Ask the group to think about what they can hear, see, touch, smell, and even taste.

Encourage them to experience the situation as fully as possible, immersing themselves and enjoying their place of safety.

Such feelings of relaxation may be able to help clients fall asleep, relieve stress, and become more ready to solve problems.

We have included three of our favorite books on the subject of Problem-Solving Therapy below.

1. Problem-Solving Therapy: A Treatment Manual – Arthur Nezu, Christine Maguth Nezu, and Thomas D’Zurilla

This is an incredibly valuable book for anyone wishing to understand the principles and practice behind PST.

Written by the co-developers of PST, the manual provides powerful toolkits to overcome cognitive overload, emotional dysregulation, and the barriers to practical problem-solving.

Find the book on Amazon .

2. Emotion-Centered Problem-Solving Therapy: Treatment Guidelines – Arthur Nezu and Christine Maguth Nezu

Another, more recent, book from the creators of PST, this text includes important advances in neuroscience underpinning the role of emotion in behavioral treatment.

Along with clinical examples, the book also includes crucial toolkits that form part of a stepped model for the application of PST.

3. Handbook of Cognitive-Behavioral Therapies – Keith Dobson and David Dozois

This is the fourth edition of a hugely popular guide to Cognitive-Behavioral Therapies and includes a valuable and insightful section on Problem-Solving Therapy.

This is an important book for students and more experienced therapists wishing to form a high-level and in-depth understanding of the tools and techniques available to Cognitive-Behavioral Therapists.

For even more tools to help strengthen your clients’ problem-solving skills, check out the following free worksheets from our blog.

• Case Formulation Worksheet This worksheet presents a four-step framework to help therapists and their clients come to a shared understanding of the client’s presenting problem.
• Understanding Your Default Problem-Solving Approach This worksheet poses a series of questions helping clients reflect on their typical cognitive, emotional, and behavioral responses to problems.
• Social Problem Solving: Step by Step This worksheet presents a streamlined template to help clients define a problem, generate possible courses of action, and evaluate the effectiveness of an implemented solution.

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While we are born problem-solvers, facing an incredibly diverse set of challenges daily, we sometimes need support.

Problem-Solving Therapy aims to reduce stress and associated mental health disorders and improve wellbeing by improving our ability to cope. PST is valuable in diverse clinical settings, ranging from depression to schizophrenia, with research suggesting it as a highly effective treatment for teaching coping strategies and reducing emotional distress.

Many PST techniques are available to help improve clients’ positive outlook on obstacles while reducing avoidance of problem situations and the tendency to be careless and impulsive.

The PST model typically assesses the client’s strengths, weaknesses, and coping strategies when facing problems before encouraging a healthy experience of and relationship with problem-solving.

Why not use this article to explore the theory behind PST and try out some of our powerful tools and interventions with your clients to help them with their decision-making, coping, and problem-solving?

We hope you enjoyed reading this article. Don’t forget to download our three Positive Psychology Exercises for free .

• Cuijpers, P., Wit, L., Kleiboer, A., Karyotaki, E., & Ebert, D. (2020). Problem-solving therapy for adult depression: An updated meta-analysis. European P sychiatry ,  48 (1), 27–37.
• Dobson, K. S. (2011). Handbook of cognitive-behavioral therapies (3rd ed.). Guilford Press.
• Dobson, K. S., & Dozois, D. J. A. (2021). Handbook of cognitive-behavioral therapies  (4th ed.). Guilford Press.
• Eysenck, M. W., & Keane, M. T. (2015). Cognitive psychology: A student’s handbook . Psychology Press.
• Nezu, A. M., & Nezu, C. M. (2009). Problem-solving therapy DVD . Retrieved September 13, 2021, from https://www.apa.org/pubs/videos/4310852
• Nezu, A. M., & Nezu, C. M. (2018). Emotion-centered problem-solving therapy: Treatment guidelines. Springer.
• Nezu, A. M., Nezu, C. M., & D’Zurilla, T. J. (2013). Problem-solving therapy: A treatment manual . Springer.

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Problem Solving Worksheets

Customize problem solving worksheets.

What is Problem Solving?

It is the cognitive process of identifying, analyzing, and finding solutions to challenges or issues. It involves using logical and creative thinking to address obstacles that occur, make decisions, and achieve goals. Consider the five problem-solving steps: identifying the problem, generating possible solutions, evaluating options, selecting the best solution, and implementing it. Understanding the steps is crucial for navigating complex challenges with clarity and efficiency.

What are Problem Solving Worksheets?

These worksheets are structured in such a way that encourages solution-based thinking. Engaging in interactive problem-solving activities can help develop critical thinking skills and creative approaches to overcoming obstacles. While these skills are used in a variety of aspects of life, our worksheets focus on problem solving in mathematics. Printable worksheets provide practice for any child who is learning to master new skills they are taught in class. They are perfect for any level, and can be applied to any type of mathematical problem or unit of study.

Why are They Important and How are They Best Used?

They are great for ensuring that students practice what they have yet to master, since they can be customized by the teacher to meet the class and individual needs. They can be used to practice all kinds of word problems involving addition, subtraction, multiplication, division, and so much more.

In a world where challenges are inevitable, the ability to tackle problems effectively is a valuable skill that can be applied across all subjects and age groups. Problem-solving skills are the generator of success. They empower individuals to navigate complex situations, identify triggers, and develop plans to overcome obstacles. From the classroom to the boardroom, these skills are in high demand.

Tailoring Problem-Solving Worksheets for Different Subjects

Mathematics.

Math problem-solving worksheets can be a playground for nurturing critical thinking. Through word problem worksheets, students not only practice calculations but also apply math concepts to real-world scenarios.

Scientific problem-solving worksheets ignite curiosity. They prompt students to hypothesize, design experiments, collect data, and draw conclusions, fostering a scientific mindset.

Language Arts

Language skills and critical thinking intertwine in language arts problem-solving worksheets. Analyzing literature, engaging in creative writing prompts, and correcting grammar offer a holistic approach.

Social Studies

History comes to life through problem-solving worksheets. Encourage students to ponder over historical dilemmas and global challenges, nurturing their ability to think beyond the surface.

Math Worksheet Activity Ideas

• "Math Detective" Challenge: Create a set of worksheets featuring a fictional mystery storyline. Each worksheet presents a clue that requires students to solve a math problem to unveil the next piece of the puzzle. This engaging activity encourages critical and sequential thinking.
• "Math Menu" Project: Design a menu-style worksheet with various math problems categorized by difficulty levels. Allow students to choose a certain number of problems from each category to complete, giving them autonomy and catering to their individual skill levels.
• "Design Your Dream House" Activity: Provide a worksheet that guides students through designing their dream house layout. They need to calculate room dimensions, total area, and even budget constraints. This hands-on activity integrates math into real-life scenarios.
• "Math Art Gallery" Exhibition: Assign each student a famous artwork and create a worksheet that involves geometric calculations related to the art's dimensions and shapes. Students can then present their findings in a "Math Art Gallery" exhibition.
• "Math in the News" Analysis: Collect recent news articles that involve math-related concepts, such as statistics, percentages, or data analysis. Provide worksheets that require students to analyze the math behind the news and discuss its implications.
• "Budgeting for Vacation" Project: Design a project-based worksheet where students plan a vacation, considering expenses like transportation, accommodations, and activities. They must budget and calculate costs while staying within a specified budget.
• "Math Around the World" Exploration: Create a worksheet that presents math problems related to different countries' cultures, currencies, and measurements. Students solve problems like converting currencies or calculating time zone differences.
• "Mathopoly" Board Game: Design a problem-solving board game where players move through spaces by solving math problems. This interactive approach adds an element of fun while reinforcing math skills.
• "Math Olympiad Simulation" Practice: Prepare a set of challenging math problems similar to those in Math Olympiad competitions. Have students work on these problems individually or in teams to sharpen their skills.
• "Math Interview" Project: Assign each student a famous mathematician or scientist and provide a worksheet that guides them to research and create interview-style questions. This encourages exploration of math history and its relevance.
• "Math Escape Room" Challenge: Develop a series of interconnected math problems that lead students through a virtual "escape room." They must solve each problem correctly to advance to the next step and eventually "escape."
• "Data Analysis Report" Assignment: Provide students with a dataset related to a topic of interest, such as sports statistics or environmental data. They must analyze the data, create graphs, and present their findings in a structured report.
• "Math and Music Fusion" Project: Combine math with music by providing a worksheet that explores concepts like rhythm, frequency, and ratios in music. Students can calculate beats per minute, analyze musical patterns, and even compose their own melodies.
• "Math Recipe Creation" Challenge: Ask students to create a new recipe by adjusting ingredient quantities based on serving sizes. They must calculate ratios, proportions, and conversions to ensure the recipe's success.

Designing Effective Problem-Solving Worksheets

Creating successful problem-solving worksheets involves careful planning. Here are some ideas to consider:

• Define the Learning Objective: Clarify the specific mathematical concept you want to reinforce with the worksheet. Outline the steps involved and determine how this worksheet will contribute to improving their skills.
• Select a Problem Type: Choose a math problem type that aligns with the learning objective. It could involve algebraic equations, geometry calculations, or even practical scenarios related to everyday life.
• Structure the Steps: Break down the problem-solving process into logical steps. Ensure that each step reflects the problem solving steps you want students to follow, such as understanding the problem, planning, solving, and verifying.
• Incorporate Interactive Elements: Integrate interactive elements like multiple-choice questions, fill-in-the-blanks, or even drawing areas to encourage problem solving exercises within the worksheet.
• Utilize Graphic Organizers: Introduce a visual problem solving graphic organizer to help students map out their thinking. This can include spaces for writing down given information, variables, and equations.
• Provide a Problem Solving Template: Offer a structured template that guides students through the problem-solving process. Include prompts and placeholders for each step to provide clear direction.
• Encourage Exploration: Inspire students to explore different types of techniques to arrive at solutions. Encourage them to think critically and try various strategies before settling on an approach.

By incorporating these elements, you can create a comprehensive problem solving worksheet for kids that not only teaches mathematical concepts but also equips them with transferable skills. Whether you're focusing on basic arithmetic or more advanced mathematical principles, this approach ensures an engaging and educational experience for young learners.

More Storyboardthat Resources and Free Printables

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How to Make a Problem Solving Worksheet

Choose one of the premade templates.

We have lots of templates to choose from. Take a look at our example for inspiration!

Click on “Copy Template”

Once you do this, you will be directed to the storyboard creator.

Give Your Worksheet a Name!

Be sure to call it something related to the topic so that you can easily find it in the future.

Edit Your Worksheet

This is where you will include directions, specific images, and make any aesthetic changes that you would like. The options are endless!

Click "Save and Exit"

When you are finished, click this button in the lower right hand corner to exit your storyboard.

From here you can print, download as a PDF, attach it to an assignment and use it digitally, and more!

Happy Creating!

Frequently Asked Questions About Problem Solving Worksheets

How can math problem-solving worksheets show students how to improve problem-solving skills.

They provide structured exercises that guide students through real-world scenarios. By actively engaging in these worksheets and activities, children can practice the problem solving process, enhancing their critical thinking and logical reasoning abilities.

What strategies can I use to teach problem-solving skills using math worksheets?

Incorporate helpful math problem solving worksheets for kids into your lessons. Support and encourage students to work through the problem-solving steps: understanding the problem, devising strategies, making calculations, and verifying their solutions. Provide examples, guidance, and feedback to nurture their problem-solving skills.

How can I ensure that students grasp the problem-solving process effectively?

Provide clear instructions in your math problem-solving worksheets that guide students through each step of the process. Offer examples and encourage them to discuss their approaches. By nurturing a supportive and collaborative environment, you can help both younger kids and older kids build confidence in their problem solving skills.

What are specific examples of how to teach problem-solving skills in math using pre-answered solution worksheets?

Teaching problem-solving skills in math using pre-answered solution worksheets can be exemplified through scenarios like quadratic equations. Present the class with a quadratic equation and a pre-answered solution that breaks down the steps of factoring or using the quadratic formula. This guides them to understand the process, identify key components, and apply appropriate methods. Similarly, for geometry, offer a challenging problem involving angles or area calculations, along with a pre-answered solution that demonstrates the application of relevant geometric principles. As students work through the problem and compare their reasoning with the pre-answered solution, they grasp problem-solving strategies, logical sequences, and the importance of meticulous calculations. In both cases, these worksheets instill confidence, reinforce systematic approaches, and enhance students' problem-solving skills while navigating mathematical complexities.

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A3 Problem Solving Template

A3 thinking is a logical and structured approach to problem solving adopted by Lean organizations around the world. It can be used for most kinds of problems and in any part of the business. This A3 template uses a four stages model that is based on the PDCA management philosophy. It makes the problem-solving progress visible to the entire team while allowing the lessons to be learned by others.

This template is a Microsoft Excel spreadsheet that you can use and modify to meet your specific requirements. For example, you may expand the implementation or follow-up plans by increasing the number of rows. The template is available in two variations: a user-friendly straightforward version, and a more detailed one that requires providing in-depth information.

A3 Template (32 KB)

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A3 Template – Detailed (340 KB)

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Forms and Templates

Downloads for A3 problem solving, standard work , project management, and value stream mapping .

Problem Solving Templates

A3 Action Plan Form (from Getting the Right Things Done)

• The action plan template helps define the who, what, when, where, and how of a plan on one page.
• Helps track progress and highlight problems so action can be taken.

A3 Status Review Form (from Getting the Right Things Done)

• Top box provides an overview with respect to our critical end-of-pipe metrics.
• Second box provides an overview of activities, and usually reflects what’s been prescribed on the action plan of the right side of the strategy A3.

A3 Strategy Form (from Getting the Right Things Done)

• A strategy A3 is a one-page storyboard on 11-inch by 17-inch paper that helps tell the strategy “story.”
• Logic flows from top left to bottom right, and each box leads to the next one.

Detailed A3 Template (from Managing to Learn)

• Print this A3 template out to remind you of each section of the problem-solving A3 as you are creating your own.

PDSA A3 Template (from On the Mend)

• A3 Template, in Excel, following the PDSA cycle.

Problem Definition Worksheet

• This worksheet can help you breakdown the problem into a clearly defined gap as well as see how the problem aligns to the needs of the business or your True North purpose.

Root Cause Template

• This template gives you space to record the problem as well as the direct causes and underlying causes.

Four Types of Problems

Art Smalley

Managing to Learn: Using the A3 management process

Perfecting Patient Journeys

Beau Keyte , Tom Shuker and Judy Worth

Getting the Right Things Done

Pascal Dennis

Standard Work Templates

Standard Work Operator Balance Chart (OBC)

• The operator balance chart helps create continuous flow in a multi-step, multi-operator process by distributing operator work elements in relation to takt time.

Standard Work Process Study Sheet

• The Process Study Sheet is used to define and record the time for work elements in a process.

Standard Work Production Analysis Board

• A Production Analysis Board is a display that must be located at the exit of the cell (or the line) to show actual performance compared with planned performance on an hourly basis.

Standard Work Skills Training Matrix

• The Skills Training Matrix shows the required and attained skills of every operator.
• The training schedule also should be shown.

Standardized Work Chart

• The standardized work chart shows operator movement and material location in relation to the machine and overall process layout.
• It should show takt time, work sequence, and standard WIP.

Standardized Work Combination Table

• The standardized work combination table shows the combination of manual work time, walk time, and machine processing time for each operation in a production sequence.
• This form is a more precise process design tool than the Operator Balance Chart.
• It can be very helpful to identify the waste of waiting and overburden, and to confirm standard.

Standardized Work Job Instruction Sheet

• The job instruction sheet is used to train new operations.
• It lists the steps of the job, detailing any special knack that may be required to perform the job safely with utmost quality and efficiency.
• It can also be useful for experienced operators to reconfirm the right operations.

Standardized Work Process Capacity Sheet

• The Process Capacity Chart is used to calculate the capacity of each machine to confirm true capacity and to identify and eliminate bottlenecks.
• Processing capacity per shift will be calculated from the available production time, completion time, and tool-change time (and other factors as necessary) for each work piece.

Waste Walk Template (from Perfecting Patient Journeys)

• Taking a “waste walk” is one way to make the waste visible again.
• A waste walk is simply a planned visit to where work is being performed to observe what’s happening and to note the waste. It differs from go-see activities in that you are specifically looking for waste.

Kaizen Express

Toshiko Narusawa and John Shook

Lean Lexicon 5th Edition

Lean Enterprise Institute

Training Within Industry (TWI) Templates and Downloads

8-step TWI problem solving card - as presented by IBM

• 8-steps to problem solving handy pocket card printable.

Solving Problems with TWI

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Template of Job Breakdown Sheet

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Master Schedule and Action Plan Template for One Goal (from Perfecting Patient Journeys)

• Use this template in your project tracking center so you can track both goals and action items on the same form.

End of Project Review Template (from Perfecting Patient Journeys)

• The following template will help you capture your end-of-project reflections and make decisions about what to do next.

Master Schedule Template (from Perfecting Patient Journeys)

• This template will help you answer this question by letting you include the project goals with space to indicate whether each goal is on track as originally planned and whether the scheduled progress review has taken place.

Team Board Form (from Getting the Right Things Done)

• A team board is a window on both routine and improvement work.
• The board on this template addresses both daily production and strategic issues, and is organized according to SQDCM—safety, quality, delivery, cost, and morale.

Value Proposition Template (from Perfecting Patient Journeys)

• Align the stakeholders around what will be included in addressing the problem,
• Identify the stakeholders who will be added to the project team and actively engaged in creating the current- and future-state value-stream maps,
• Identify additional stakeholders necessary to drive the implementation of the future state,
• Serve as an agreement—a proof of consensus—on the specific problem to be solved, and with the problem statement serve as authorization for the entire project.

Action Planning Template (from Perfecting Patient Journeys)

• Identify the specific changes that need to be made and translate those changes into clearly stated goals and actions (i.e., the means) to achieve those goals.
• Identify the specific methods and action steps you think will help you achieve the goals. These action steps and targets constitute the action plan to achieve a specific goal.

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Value-stream Mapping Icons for Excel

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Learning to See

Mike Rother and John Shook

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Mapping to See: Value-Stream Improvement Workshop

Beau Keyte , Jim Luckman , Kirk Paluska , Guy Parsons , John Shook , Tom Shuker and David Verble

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Problem Solving

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Introduction & Theoretical Background

Problem Solving is a helpful intervention whenever clients present with difficulties, dilemmas, and conundrums, or when they experience repetitive thought such as rumination or worry. Effective problem solving is an essential life skill and this Problem Solving worksheet is designed to guide adults through steps which will help them to generate solutions to ‘stuck’ situations in their lives. It follows the qualities of effective problem solving outlined by Nezu, Nezu & D’Zurilla (2013), namely: clearly defining a problem; generation of alternative solutions; deliberative decision making; and the implementation of the chosen solution.

The therapist’s stance during problem solving should be one of collaborative curiosity. It is not for the therapist to pass judgment or to impose their preferred solution. Instead it is the clinician’s role to sit alongside clients and to help them examine the advantages and disadvantages of their options and, if the client is ‘stuck’ in rumination or worry, to help motivate them to take action to become unstuck – constructive rumination asks “How can I…?” questions instead of “Why…?” questions.

In their description of problem solving therapy Nezu, Nezu & D’Zurilla (2013) describe how it is helpful to elicit a positive orientation towards the problem which involves: being willing to appraise problems as challenges; remain optimistic that problems are solvable; remember that successful problem solving involves time and effort.

Therapist Guidance

• What is the nature of the problem?
• What are my goals?
• What is getting the way of me reaching my goals?
• “Can you think of any ways that you could make this problem not be a problem any more?”
• “What’s keeping this problem as a problem? What could you do to target that part of the problem?”
• “If your friend was bothered by a problem like this what might be something that you recommend they try?”
• “What would be some of the worst ways of solving a problem like this? And the best?”
• “How would Batman solve a problem like this?”
• Consider short term and long-term implications of each strategy
• Implications may relate to: emotional well-being, choices & opportunities, relationships, self-growth
• The next step is to consider which of the available options is the best solution. If you do not feel positive about any solutions, the choice becomes “Which is the least-worst?”. Remember that “even not-making-a-choice is a form of choice”.  
• The last step of problem solving is putting a plan into action. Rumination, worry, and being in the horns of a dilemma are ‘stuck’ states which require a behavioral ‘nudge’ to become unstuck. Once you have put your plan into action it is important to monitor the outcome and to evaluate whether the actual outcome was consistent with the anticipated outcome.

References And Further Reading

• Beck, A.T., Rush, A.J., Shaw, B.F., & Emery, G. (1979). Cognitive therapy of depression . New York: Guilford. Nezu, A. M., Nezu, C. M., D’Zurilla, T. J. (2013). Problem-solving therapy: a treatment manual . New York: Springer.
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What is the theory behind this worksheet?

Problem-solving is the process of defining a problem, identifying its root cause, prioritizing and selecting potential solutions and implementing the chosen solution.

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Problem Statement Worksheet

Managing Editor September 13, 2018

A problem statement is a clear description of the problem you are trying to solve, and is typically most effective stated as a question. Problem statements are subtly critical in effective problem solving . They have an uncanny ability in focusing the efforts of brainstorming , teamwork, and projects .

To get you going on Problem Statements, download the Problem Statement PowerPoint Worksheet.

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Free Problem Statement Templates: All Formats

By Kate Eby | March 4, 2024

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We've collected the top problem statement templates to help you identify and articulate challenges clearly and concisely in any business context. Download any of these free templates that align with your needs, and customize it for your organization.

On this page, you’ll find a  customer problem statement template , a  problem and solution slide template , a  problem statement document template , and more. You’ll also find information on different  types of problem statement templates and related  problem-solving tools .

5 Ws Problem Statement Template

Download a 5 Ws Problem Statement Template for

Microsoft Word | Adobe PDF | PowerPoint | Google Slides

When to Use This Template:  Use this 5 Ws problem statement template to create a methodical breakdown of issues at team meetings or brainstorming sessions. Ensure that nothing is overlooked by answering who, what, when, where, and why questions about a problem. By doing so, you can create a clear and concise problem statement.

Notable Template Features: Using five key questions to explore a problem fosters a comprehensive understanding of the issue while helping to narrow the focus of your final problem statement. Each segment of the template is color-coded and provides bullet points to delve into specifics, such as who is affected and the problem's scope and significance.

Customer Problem Statement Template

Download a Customer Problem Statement Template for

When to Use This Template:  This template provides a structured approach to translating client issues into an effective problem statement. It is especially useful for customer experience teams, marketing personnel, and product developers who are tasked with turning customer feedback into actionable insights.

Notable Template Features: This template takes you through the steps of clarifying customer issues and perspectives to help teams find customer-focused solutions. Download the template in PowerPoint or Google Slides  for presentations, or try the Microsoft Word or Adobe PDF versions to create a printable worksheet.

Three-Part Problem Statement Slide Template

Download a Three-Part Problem Statement Slide Template for

PowerPoint | Google Slides

When to Use This Template: Use this slide template to present key points to stakeholders in project reviews or strategic planning sessions. Teams can also use this template to facilitate problem-solving meetings.

Notable Template Features:  This template guides the audience from problem to solution to result, promoting a thorough understanding of the problem’s context. Each section includes bullet points to organize and present complex details in a simple yet engaging format.

Single-Problem Statement and Solution Slide Template

Download a Single-Problem Statement and Solution Slide Template for

When to Use This Template: This problem statement slide template allows you to clearly outline a problem and propose a viable solution in one visually dynamic slide, making it a perfect addition to business proposals, project pitches, and strategy meetings.

Notable Template Features:  This slide template separates the problem on the left from the solution on the right, using a clear layout and colorful symbols to grab the viewer's attention. This simple design ensures that the audience grasps the core issue quickly, facilitating a focused and efficient discussion.

For more slide template resources like this one, see this collection of free  PowerPoint problem statement templates .

Project Problem Statement Document Template

Download a Project Problem Statement Document Template for

Microsoft Word | Adobe PDF

When to Use This Template: Use this document template to draft a comprehensive problem statement report. The template is best for individuals or teams tasked with in-depth analysis and documentation of business issues, ensuring that they cover all relevant aspects of the problem.

Notable Template Features: This template features a structured outline with labeled sections for documenting the problem statement, background information, impact, and potential solutions. The outline takes readers through a logical progression — from identifying the problem to proposing solutions — for a clear and persuasive presentation.

Problem Statement Worksheet Template

Download a Problem Statement Worksheet Template for

Excel | Microsoft Word | Adobe PDF

When to Use This Template:  Use this worksheet to create an effective problem statement when starting a new project. The template is particularly useful for project teams that need to align on the specifics of a problem, set measurable goals, and identify obstacles and solutions.

Notable Template Features:  This problem statement worksheet guides you through a step-by-step process to craft a concise and impactful problem statement. The template includes clear sections where you can provide details about the problem, the gap between the current state and the goal, and the people or processes affected. It includes space for setting SMART goals related to the problem, identifying barriers, and formulating a plan to overcome these challenges.

Problem Statement Matrix Template

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When to Use This Template:  This template helps teams and managers prioritize multiple problems. Teams can assess and sort problems based on urgency and potential impact to effectively guide strategic action plans. 

Notable Template Features:  This template organizes essential aspects of each problem into a simple matrix, including a problem statement, priority, visibility, impact, response timeframe, and proposed solutions. The matrix format is useful when you want an overview of problems with key details highlighted.

Types of Problem Statement Templates

Problem statements are used in business settings and academic research to clearly define a problem that needs to be solved. A well-written statement is concise, narrow in focus, and based on evidence. While all problem statements include similar elements, they will vary depending on the context and type of issue. There are many tools that can aid in this process. 

Here’s a closer look at the different types of problem statement templates for project and product management:

Customer Problem Statement Templates

Customer problem statement templates guide you through the process of viewing issues from the customer’s perspective. They provide a structured approach to mapping out the customer journey, pinpointing the underlying cause of problems, and understanding their emotional impacts on customers.

Customer problem statement templates typically organize information into five key elements:  

• I Am: Who is the customer? This could be as broad as a demographic group or as specific as a user persona. Clearly defining your customer sets the foundation for a more targeted analysis.
• I Am Trying To: What is the customer trying to achieve? Articulate the customer's goal or what they hope to accomplish with your product or service. This helps in aligning your solutions with customer needs.
• But: What is getting in their way? Identify the challenges that prevent the customer from achieving their goals. These could be related to product features, service limitations, or external factors.
• Because: What is the root of the issue? Analyze the internal and external factors that contribute to the problem to uncover the underlying causes.
• Which Makes Me Feel: What is the customer's emotional response to this issue? Emotions can affect how customers perceive your product or service. If they're feeling frustration, disappointment, or confusion, they might be less likely to engage positively with your brand or recommend your services to others. Knowing this helps convey the urgency of addressing the problem.

Using a customer problem statement template shifts the focus from internal perceptions of what the problem might be to a clearer understanding of the customer's experience. The process involves gathering and analyzing customer feedback, conducting market research, and possibly engaging directly with customers through interviews or surveys. 

Product Problem Statement Templates

Since having a customer-centric perspective is vital for developing successful products, there is overlap between product and customer problem statement templates. However, understanding customer issues is just one step in the development process. Product teams must consider whether the solutions they come up with will truly benefit the customer, what value a product will bring to the company, what steps are needed to solve the problem, and how to measure success. 

One common structure for product problem statement templates is the 5 Ws framework, which involves answering the following questions:  

• Who: Who is the problem affecting?
• What: What is the unmet need?
• When: When is the problem happening?
• Where: Where is the problem occurring?
• Why: Why is this worth solving?

Some templates might include a sixth question: How are you going to solve the problem?

These templates can help teams identify initial product opportunities, refine product concepts, and diagnose issues in existing products. They help in prioritizing features, making strategic adjustments, and communicating the product vision and challenges internally.

Project Problem Statement Templates

Similar to customer and product templates, project problem statement templates help teams articulate the core issue they aim to address with their project. They are often used at early planning stages to gain clarity and consensus among stakeholders on the project's direction.

A project problem statement template typically includes the following elements:  

• Problem: Clearly define the issue at hand with a precise description of the gap between the current state and the desired state.
• Background: Provide context for the problem by offering insights into its origins and scope. This helps stakeholders understand the complexity and nuances of the issue.
• Relevance: Highlight the significance of the problem, its potential impacts, and why addressing it matters to the organization or stakeholders.
• Objectives: Outline the objectives of the project with SMART goals that guide the project's direction and help in measuring its success.  

Some templates, such as a problem statement worksheet, are designed to help you craft an effective statement, while others are suitable for presentations or reports to stakeholders. For some helpful options, see this collection of free  problem statement slide templates .

Related Problem-Solving Templates

Fully understanding a problem and finding effective solutions requires in-depth analysis. Here is a list of problem-solving templates that can help with that process:

Fishbone Diagram Template

A  fishbone diagram template organizes the causes of a problem into categories, enabling teams to identify, analyze, and address root causes by branching out possible contributing factors from a central problem statement.

8D Report Template

An  8D report template guides teams through a structured eight-step process to identify, correct, and eliminate recurring problems. This problem-solving approach emphasizes root cause analysis and long-term solutions.

A3 Template

An  A3 template offers a concise framework for problem solving, encouraging teams to identify issues, find root causes, and develop solutions on a single A3-sized sheet of paper for clarity and efficiency.

Simple Root Cause Analysis Template

Use our  simple root cause analysis template to map out symptoms, effects, causes, and suggested solutions in a color-coded spreadsheet. Each section includes important details, such as urgency, risks, and success criteria for a systematic approach to analyzing problems.

DMAIC Root Cause Analysis Template

A  DMAIC analysis template outlines a structured, five-phase approach to problem solving

— define, measure, analyze, improve, control — guiding teams through a detailed process to identify problems, analyze causes, and improve processes.

For more problem-solving templates, see this collection of free  root cause analysis templates and  Lean Six Sigma templates .

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

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

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

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

Until the feedback starts rolling in.

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

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

What is 8D?

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

How do you use the 8D method?

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

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

The eight disciplines of problem-solving

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

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

D0: Prepare and plan

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

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

Gathering data

Determining the prerequisites for solving the problem

Collecting feedback from others involved

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

D1: Form your team

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

Steps in this discipline may include:

Appointing a team leader

Developing and implementing team guidelines

Determining team goals and priorities

Assigning individual roles

Arranging team-building activities

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

D2: Identify the problem

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

Who first reported the problem?

What is the problem about?

When did it occur and how often?

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

Why is solving the problem important?

How was the problem first detected?

How many parts/units/customers are affected?

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

Employees feel overwhelmed with their current workload. 

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

Managers have had no training for meetings or innovation settings.

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

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

D3: Develop an interim containment plan

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

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

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

D4: Verify root causes and escape points

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

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

Managers have never had any training

There is a lack of trust and psychological safety

Employees don’t understand the objectives and goals

Communication is poor

Time management is poor

Employees lack confidence

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

D5: Choose permanent corrective actions

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

Steps to choosing a PCA may include:

Determining if you require further expertise

Ensuring the 5W2Hs are defined correctly

Carrying out a decision analysis and risk assessment

Considering alternative measures

Collecting evidence to prove the PCA will be effective

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

D6: Implement your corrective actions

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

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

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

D7: Take preventive measures

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

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

D8: Celebrate with your team

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

8D report template and example

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

Benefits of using the 8D method

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

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

Increased familiarity with a problem-solving structure

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

Open and honest communication in problem-solving discussions

Prevent future problems from occurring by identifying system weaknesses and solutions

Improved effectiveness and efficiency at problem-solving

Better collaboration = better problem solving

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

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

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A3 Problem Solving Template

Subject: template.

A3 Problem Solving Excel Template

The A3 Project Report tool is ideal for systematically structuring and standardizing your problem-solving process. This free template aims to assist you in tackling workplace problems. 

The A3 template is based on the A3 problem-solving method, which is a popular method for continuous improvement in Lean and Six Sigma methodologies. It walks you through a structured process of defining, analyzing, and resolving a problem, allowing you to communicate your findings and proposed solutions clearly.

The Template also includes an example of a complete A3 to use as benchmarking and as an example of how a complete A3 can look.

Learn how to conduct A3 problem solving with our in-depth A3 Problem Solving Guide .

Requirements

Training information.

Structured Approach: Based on the A3 problem-solving method, this template provides a step-by-step process for defining, analyzing, and resolving problems.

Customizable Fields: The template is fully customizable, allowing you to tailor it to your specific needs and requirements. Add or remove fields, adjust the formatting, and input your data with ease.

Root Cause Analysis: The template includes a comprehensive root cause analysis section, allowing you to gather and analyze data to identify the underlying causes of a problem.

Solution Development: The template guides you through the process of developing and evaluating possible solutions, helping you choose the most effective solution.

Implementation Plan: Once a solution has been selected, the template provides a plan for verifying its effectiveness and ensuring successful implementation.

Clear Communication: The template helps you to clearly communicate your findings and proposed solutions, making it easier for stakeholders to understand and support your efforts.

Microsoft Excel Format: The template has been developed in Microsoft Excel format, making it easy to use and accessible to a wide range of users familiar with the software.

Free to Download: Best of all, the A3 Problem Solving Excel template is completely free to download.

This template works on any recent Microsoft Excel software, including Office 365.

A full guide on how to use this template and complete A3 problem solving can be found in our guides section: A3 Problem Solving Guide.

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Cognitive Behavioural Therapy Worksheets and Exercises

The following Cognitive Behavioural Therapy – CBT worksheets and exercises can be downloaded free of charge for use by individuals undertaking NHS therapy or by NHS practitioners providing CBT in primary or secondary care settings. These worksheets form part of the Think CBT Workbook, which can also be downloaded as a static PDF at the bottom of this page. Please share or link back to our page to help promote access to our free CBT resources. 

The Think CBT workbook and worksheets are also available as an interactive/dynamic document that can be completed using mobile devices, tablets and computers. The interactive version of the workbook can be purchased for single use only for £25. All Think CBT clients receive a free interactive/dynamic copy of the workbook and worksheets free of charge.

Whilst these worksheets can be used to support self-help or work with other therapists, Cognitive Behavioural Therapy is best delivered with the support of a BABCP accredited CBT specialist. If you want to book an appointment with a professionally accredited CBT expert, call (01732) 808626, complete the simple contact form on the right side of this page or email [email protected]  

Please note: if you are a private business or practitioner and wish to use our resources, please email [email protected]  to purchase a registered copy. This material is protected by UK copyright law. Please respect copyright ownership.

Exercise 1 - Problem Statements

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Exercise 2 - Goals for Therapy

Exercise 3 - personal strengths / resources, exercise 4 - costs / benefits of change, exercise 5 - personal values, exercise 6 - the cbt junction model, exercise 7 - the cross-sectional cbt model, exercise 8 - the longitudinal assessment, exercise 9 - layers of cognition, exercise 10 - cognitive distortions, exercise 11 - theory a-b exercise, exercise 12 - the cbt thought record, exercise 13 - cognitive disputation "putting your thoughts on trial", exercise 14 - the cbt continuum, exercise 15 - the self-perception continuum, exercise 16 - the cbt responsibility pie chart, exercise 17 - noticing the thought, exercise 18 - four layers of abstraction, exercise 19 - semantic satiation, exercise 20 - the characterisation game, exercise 21 - speed up / slow down, exercise 22 - word translation, exercise 23 - the time-traveller's log, exercise 23a -the time-traveller's log continued, exercise 24 - leaves on a stream, exercise 25 - the traffic, exercise 26 - clouds in the sky, exercise 27 - taming the ape - an anchoring exercise, exercise 28 - the abc form in functional analysis, exercise 29 - pace activity exercise, exercise 30 - graded hierachy of anxiety provoking situations, exercise 31 - the behavioural experiment, exercise 32 - act exposures exercise, exercise 33 - worry - thinking time, exercise 34 - submissive, assertive & aggressive communication, exercise 35 - sleep hygiene factors, exercises 36 - 38.

(Abdominal Breathing, Aware Breathing & The Five-Minute Daily Recharge Practice)

Exercise 39 - Wheel of Emotions

Exercise 40 - linking feelings and appraisals, exercise 41 - personal resilience plan, exercise 42 - cbt learning log, act with choice exercise, angels and devils worksheet, transdiagnostic model of ocd worksheet, tuning in exercise, penguin-based therapy (pbt), big picture exercise, post-therapy journal, catch it-check it-change it exercise.

A brief cognitive change exercise for identifying and altering negative thinking

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Download The Think CBT Workbook Here

To get a free copy of the 90 page Think CBT Workbook and Skills Primer, click on the download button and save the PDF document to your personal drive or device. The free version of the Think CBT Workbook is presented as a static PDF, so that you can read the document on your device and print worksheets to complete by hand.

In return for a free copy of the workbook, please help us to promote best practice in CBT by sharing this page or linking back to your website or social media profile.

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Problem Solving For Adults Worksheets

Implement this intuitive problem-solving for adults worksheet and empower your clients to visualize possible solutions to overcome whatever issues they may face.

By Katherine Ellison on Jun 20, 2024.

Fact Checked by Nate Lacson.

What is a Problem Solving For Adults Worksheet?

Therapeutic treatment typically uses a broad range of different interventions in order to assess the issues that patients are facing. One reasonably common method of assessing patient needs and devising an effective treatment plan is encouraging clients to approach specific issues with a problem-solving lens. The actual task of problem solving is varied and largely dependent on the outcomes the patient is hoping to achieve, yet remains a positive way of encouraging patients to visualize possible solutions.

To help you implement effective problem solving techniques within your practice, we have designed an intuitive problem solving for adults worksheet. This worksheet can be given to clients during a session, and you can either fill it out together or ask them to complete it in their own time. When they have returned the completed worksheet to you, it is a good idea to use the responses both as a starting discussion point, and to inform the development of a treatment plan. Problem solving worksheets are designed to be collaborative and encourage patient autonomy, increasing the likelihood of achieving good clinical outcomes.

Printable Problem Solving For Adults Worksheets

Download these Problems Solving For Adults Worksheets to improve your client's therapeutic journey and treatment outcomes.

How To Use This Problem Solving For Adults Worksheet 

Accessing, implementing, and using the problem solving worksheet follows a very simple process:

Step 1: Save the worksheet to your device

The first thing you need to do is access and save the worksheet to your device. We’ve included a link to the resource a little further down, alongside a problem solving for adults worksheet example. When you click on this link the worksheet will open in your device’s preferred PDF reader, from where it can either be edited directly, or saved to your computer. 

Step 2: Distribute the worksheet to your patients

Although there is no exact requirement dictating when you should give the worksheet to your patients, we think it will be most effective if they complete it during the early stages of treatment. 

Step 2A: State the problem

The first task the patient is required to do is state the problem or issue they are facing. You should encourage them to be as specific as possible, outlining what the issue is and how it is impacting their life. 

Step 2B: What are the desired outcomes?

Next, the patient should think about what their desired outcomes are. What are they wanting to get out of treatment? Do they want the problem to be entirely removed, or simply changed? 

Step 2C: Brainstorm possible solutions

This is arguably the most important step – brainstorming solutions to the problem. Patients should have a good think about different ways that they may be able to overcome the problem they are facing, and write these down in detail. Remind your patient that these don’t have to be perfect solutions and that they should just write down anything that comes to mind. 

Step 3: Revise and reflect

After the patient has completed the problem solving worksheet and has brought it into their next sesion, it’s time for both of you to revise and reflect over the responses. The answers that the patient has written will give you greater insight into the issues they are facing, as well as the outcomes they are hoping to achieve. From here, you can rank the possible solutions and decide how to best approach the treatment plan.

Problem Solving For Adults Worksheet Example (Sample)

To help you visualize what the problem solving worksheet looks like when it has been completed, we have created a sample resource. The answers have been generated based on a fictional patient who is struggling with a recent breakup. We have also included a link to the template just below, so feel free to click on this to access the PDF version of the resource.

Download this Problem Solving For Adults Worksheets Example (Sample) here: 

Who Can Use these Printable Problem Solving For Adults Worksheets (PDF)?

Although this problem solving worksheet has been designed to be used by adult patients, there is a lot of variety in regards to what these patients may be struggling with. For example, the patient you are treating may be experiencing the following issues:

• Post-Traumatic Stress Disorder
• Grief and Loss
• Relationship Issues/Divorce
• Financial Stress
• Work Problems 

Provided you are a healthcare clinician treating a patient who is facing a problem in their life, then you will gain benefit from using this worksheet.

Why Is This Form Useful For Therapists?

This worksheet has a range of uses when implemented into therapy practice. These uses include:

Insight into the patient’s experiences

‍ This worksheet is designed to be completed by the patient, meaning that therapists will obtain a deeper insight into the patient’s own experiences. By encouraging patients to complete the worksheet in their own time, you can rest assured that their answers will be authentic and honest. In turn, this insight will allow you to develop a more effective and targeted treatment plan that focuses on the patient’s specific needs. 

Improve organization

‍ Using worksheets are a fantastic way to improve organization at your practice. Because our worksheet can be accessed, edited, and shared entirely online, you don’t have to worry about storing physical copies. Patients can send you an electonic version of the completed worksheet and you can focus on keeping all of your processes automated.

‍ Additionally, using a worksheet that is already formatted and structured will save you plenty of time. Many therapists find worksheets and resources beneficial, but they can end up being quite a hassle to create on your own. This template is free and ready to go, allowing you to experience all of the pros without any of the cons!

Benefits of Problem Solving For Adults Worksheet Template

Using the problem solving worksheet for adults will additionally result in various benefits for your therapy practice. Some of these advantages include:

Encourage patient Involvement

Obtaining positive clinical outcomes in therapeutic treatment often relies on the patient’s cooperation and engagement. If patients don’t work towards their own health goals, then the likleihood of achieving them is very slim. This worksheet encourages patients to outline both the problem they are facing and different solutions they can think of, actively engaging them in their own care. 

Develop meaningful patient relationships 

Additionally, the responses that the patient leaves on this worksheet will be a good conversation starter for your next session. By responding appropriately to the answers you will be able to show your patients that you genuinely care about their health and are committed to helping them achieve their goals. In turn, patient satisfaction and loyalty will increase and you will be able to foster healthy and meaningful relationships.

Develop an effective treatment plan

With a collaborative and meaningful worksheet, you will be able to design a more effective treatment plan. Asking patients to brainstorm possible solutions to the problems they are facing ensures that you understand their own preferences and desired outcomes. Working together, you can come up with a step-by-step plan to help your patients achieve their health goals and overcome debilitating issues.

Target helpful solutions

Sometimes, finding a solution that suits a patient’s needs can be a tricky task. You want to ensure that the treatment plan will be both effective and align with the patient’s abilities – which is what this worksheet aims to do. It encourages the patient to come up with possible solutions, and then you can go over these together in order to ascertain which will be the most effective and achievable. 

Achieve good clinical outcomes 

Ultimately, the problem solign for adults worksheet will help your patients achieve positive clinical outcomes. Working collaboratively to devise a good treatment plan increases the likelihood of the patient achieving their desired outcomes – which is what every therapist should be aiming to do.

Why Use Carepatron For Problem Solving For Adults Worksheet Software?

Using Carepatron as a way of accessing and storing problem solving worksheets is one of the best decisions you can make for your healthcare practice. In addition to offering you free access to a robust template library, Carepatron is integrated with various patient engagement tools that can also help keep clients involved in their own care and encourage better communication. The client portal is a secure platform that grants patients access to appointment, payment, and documentation information, ensuring that the care delivery process is as transparent as possible. This portal also enables a communication channel between clients and clinicians, ensuring that patient needs are being heard at all times. 

When patients complete their worksheets, they can also store them securely using Carepatron. Carepatron takes HIPAA-compliance very seriously, and the platform utilizes high-end electronic and physical safeguards to protect patient privacy at all times. In addition to documentation, mobile health, scheduling, and medical billing features, these tools will enable your practice to streamline its administrative processes and focus on delivering the highest quality care solutions possible.

Commonly asked questions

There is no set time dictating when this worksheet should be used, but we recommend encouraging your patients to complete it in the early stages of their treatment. This will ensure that the treatment plan is effective from the get-go, helping patients stay on track to achieving their clinical goals.

These worksheets are generally designed to be completed by patients, but if you have a patient who isn’t up to completing it by themselves, you can definitely go through it together. The most important aspect is ensuring that the answers the patient leaves are honestly reflective of the problems they are facing, as this will guarantee that the treatment plan is targeting the appropriate desired outcomes.

Because the completed worksheet will contain information regarding a patient’s personal life and health condition, it needs to be stored according to HIPAA guidelines. There are a couple of ways that you can do this – either storing it in a physical location with security measurements, or keeping it on a secure online platforms with electronic safeguards.

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A3 Problem-Solving: Thinking & Templates

• ·   May 26, 2023

As a factory manager, you’re already familiar with problem-solving, but how familiar are you with the A3 problem-solving method?

Today, we tell you everything about the A3 problem-solving method and why it can be precisely what you need to get your factory running as smoothly as ever.

Download your A3 problem-solving template

What is A3?

We already stated that the A3 method is a problem-solving method, so let us dig deeper.

A3 refers to the size of the paper you’d normally use to document this problem-solving process.

A3 paper is bigger than your regular A4, measuring roughly 30 by 42 cm in case you were wondering —or if you’re a fan of the imperial system, 11 by 17 inches—

The reason behind using this specific paper size is that it gives you enough space to present all problem-related information clearly and concisely.

This approach is highly structured, following a step-by-step process to help you develop and implement solutions.

What is A3 thinking?

Before the A3 method, we have A3 thinking. This is the heart of this whole problem-solving process.

A3 thinking deals with issues in a structured and logical way, always relying on the principles of continuous improvement. This means you should look at problems from different angles, gathering as much data as possible. Only then you’ll be able to make a truly informed decision.

The key operating principle behind A3 thinking is that the best way to solve a problem is by having an in-depth understanding of the problem and its causes. This is the only way forward to plan, develop, and implement a permanent solution.

How does the A3 problem-solving method work?

Because this is a structured approach to problem-solving, there are a few key steps to follow to implement it right. Let’s take a look:

STEP 1 ― Identify the problem

As with many other problem-solving methods —if not all— the first thing to do is identify the problem that needs solving. 

You can use root cause analysis to make sure you’re tackling the root of the issue and not just fixing the problem at a superficial level.

STEP 2 ― Gather information

Without proper data, your chances of fixing the problem for good are quite slim.

By getting all the information you can through all the sources available —collecting data, conducting surveys, speaking to relevant people involved with the problem— you make sure you have a complete picture of the problem and its magnitude.

This will help you get a comprehensive understanding of the problem, which is key when developing a solution to fix it permanently.

STEP 3 ― Develop a plan

After gathering all the information, you develop a plan to solve the problem.

In this stage, you can hold a brainstorming session, evaluate different options, and select the best approach.

STEP 4 ― Implement the plan

Time to put your plan into action!

A good way to secure success in your problem-solving efforts is to test your solutions before you implement them, adjust anything according to the situation, and monitor your results.

STEP 5 ― Evaluate your results

When you implement your solution, you need to evaluate your results to make sure your plan is working.

The best way to do this is by collecting additional data or analysing production metrics. 

At this stage, you might identify areas for improvement — don’t ignore them, address them.

Advantages of the A3 problem-solving method

Some of the benefits of the A3 method are more obvious than others. Let’s take a look!

Better collaboration — To get the most out of the A3 method, you need to look at your problem from different angles. The best way to do this is by getting several relevant points of view. This improves collaboration and communication across the whole organisation. 

Increased efficiency — Because this approach has a set number of steps, it becomes a predictable process. This means your teams will work more efficiently to solve the issue, as they’ll know what their next steps are. This also means you’ll successfully avoid wasting time or resources on solutions that won’t work.

Improved decision-making — By gathering data and focusing on factual information rather than opinions or gut feelings, you —and your team— will get better at decision-making. This means you’ll leave the guesswork out of your problem-solving process , ensuring your solutions are based on actual, updated data. 

Continuous improvement — This method is a key part of any continuous improvement process. By identifying and solving problems, you can keep improving your operations, products, and services.

How to use an A3 template successfully

To harness the full potential of this method, you can use an A3 template.

A template helps you present information clearly and concisely, making the process way more efficient.

An A3 template typically includes the following sections:

• Background —   Here you write a short overview of the problem. It should include information about when the problem first emerged, how it’s impacting your operations, and what stakeholders are affected
• Current State — In this section, you describe the current state of the problem. This might involve outlining the symptoms, identifying the root cause, and highlighting any contributing factors
• Goal Set — Time to outline your proposed solution to the problem! This might involve identifying specific actions to take, assigning responsibility for those actions, and setting a timeline for completion
• Analysis — Use this section to highlight what problem-solving method you’re using ( the 5 Whys , 8D , A3…) to identify the underlying causes of the problem. This section might also include information about potential solutions
• Suggestions — This is the time and the place to highlight any suggestions for improvement and problem-solving
• Schedule of Touchpoints — Here, you explain which actions are going to happen when, who’s responsible for them, and an estimated completion date.

By using an A3 template, you can ensure a standardised process for problem-solving. This helps everybody work more efficiently.

mlean ® and the A3 problem-solving method

As far as problem-solving methods go, the A3 is quite effective and straightforward.

But we all know paper is hard to keep track of, and big chunks of A3 that are fundamental for your factory’s operations should be stored away safely for future reference.

Our mlean ® Production System (mPS) is the best way to ensure your problem-solving processes are digitally stored, accessible, and readily available when you need them.

Our software creates a knowledge database using the problems you’ve already solved . This makes your operations much more quick and efficient, increasing productivity, boosting continuous improvement processes, and accelerating your growth.

Book a free demo and see for yourself!

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