Situation Analysis in Problem-Solving Cycle

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The task analysis performance is where comprehensive overview is captured with basic knowledge of what is the task and what are the underlying problems, the cause and expectations. Thus this task analysis starts the definition of the project area.  
 
The task analysis performance is where comprehensive overview is captured with basic knowledge of what is the task and what are the underlying problems, the cause and expectations. Thus this task analysis starts the definition of the project area.  
 
Therefore, the most proper way to start analysing the task is to begin with an approach towards problem identification. There are many different ways to identify the problem, but the three main aspects should be considered. <ref name="PSF"/> First of all, it should matter to any project manager to avoid the possibility to be blind-sided. Sometimes, simply they misinterpret or do not pay enough attention to warnings which evolves over time until it is too late to respond properly. A second most common mistake in problem identification is lack of recognition of how significant the issue is. That leads to not sufficient enough allocation of resources in order to solve it. The last, but not the least common error is overreaction. There is a need of accurate identification of possible crisis existence and thorough evaluation of situation.   
 
Therefore, the most proper way to start analysing the task is to begin with an approach towards problem identification. There are many different ways to identify the problem, but the three main aspects should be considered. <ref name="PSF"/> First of all, it should matter to any project manager to avoid the possibility to be blind-sided. Sometimes, simply they misinterpret or do not pay enough attention to warnings which evolves over time until it is too late to respond properly. A second most common mistake in problem identification is lack of recognition of how significant the issue is. That leads to not sufficient enough allocation of resources in order to solve it. The last, but not the least common error is overreaction. There is a need of accurate identification of possible crisis existence and thorough evaluation of situation.   
[[File:Capture.JPG|thumb|350px|Steps of the task analysis]]
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[[File:Capture.JPG|thumb|350px|Steps of the task analysis <ref name="Rainer"/>]]
 
After problem was identified and verified as many as possible facts about the situation must be collected. Finding out what is known helps to identify the purpose of the process and leads to exploration of what do the customers and stakeholders are expecting to receive as a delivery of the process. To ease the finding of the essence of the problem there are question check-lists provided that analyse the task effectively and adapt to any specific circumstances. <ref name="Rainer"/> Basically questions like what, why, how, who, where and when are stated and analysed. Nevertheless, involving the right and suitable people is a very important aspect in analysing the task too. It could be suggested to use Reg Revans approach of asking three main questions (REFERENCE):
 
After problem was identified and verified as many as possible facts about the situation must be collected. Finding out what is known helps to identify the purpose of the process and leads to exploration of what do the customers and stakeholders are expecting to receive as a delivery of the process. To ease the finding of the essence of the problem there are question check-lists provided that analyse the task effectively and adapt to any specific circumstances. <ref name="Rainer"/> Basically questions like what, why, how, who, where and when are stated and analysed. Nevertheless, involving the right and suitable people is a very important aspect in analysing the task too. It could be suggested to use Reg Revans approach of asking three main questions (REFERENCE):
 
:* Who knows? - about the situation and who has the relevant information
 
:* Who knows? - about the situation and who has the relevant information
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:* identification of strengths and weaknesses of the system
 
:* identification of strengths and weaknesses of the system
 
:* root cause analysis
 
:* root cause analysis
 
+
Therefore, willing to obtain as accurate as possible position of the present situation it is desirable to review:
 +
:* the vision statement 
 +
:* the mission statement
 +
:* the current strategic plan and goal attainment
 +
:* if relevant, the current alignment of strategic goals
 +
:* the projects hierarchy
 +
:* core competencies within the project <ref name="MF"/>
 +
 
==Demarcate the System==
 
==Demarcate the System==
In the analysis of the current state a system of demarcation is established providing information about relevant parties of the problem and mapping it in relation to each other. This helps to specify, communicate and adapt the scope of the project. Also it shows areas of investigation and intervention, or basically areas where influence will be visible.
+
In the analysis of the current state a system of demarcation is established providing information about relevant parties of the problem and mapping it in relation to each other. It is the most important step and it has a significant influence on the problem solving process.
 +
This helps to specify, communicate and adapt the scope of the project. Also it shows areas of investigation and intervention, or basically areas where influence will be visible.
  
 
==System and Environment Analysis==
 
==System and Environment Analysis==
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<ref name="PSF" /> http://www.referenceforbusiness.com/management/Or-Pr/Problem-Solving.html
 
<ref name="PSF" /> http://www.referenceforbusiness.com/management/Or-Pr/Problem-Solving.html
 +
 +
<ref name="MF"/> http://www.methodframeworks.com/article/critical-step-current-state-analysis-review-strategic-planning/index.html

Revision as of 20:01, 24 November 2014

The situation analysis is the first and crucial step in the problem solving cycle which leads to a broad basis of understanding of a situation. With this step starts search for goals and continues with defining and analysing the problem. It includes systematic collection and evaluation of economical, social, political and technological data which helps to identify external and internal factors that may affect the performance of any organization and its' choice of strategies. Moreover it aims at assessment of current and future strengths, weaknesses, opportunities and threats. The core of the situation analysis is composed of four basic approaches that are closely interrelated.[1] First approach is a system-oriented view which is used in order to structure the problem area. Next is cause-oriented view which helps to understand the situation and cause-effect relations of the problem. Then possible solutions and alternatives are provided within solution-oriented view and as a fourth approach to the future-oriented view brings all the listed ones previously at one point and shifts the perspectives from the present situation to the future with possible development opportunities. With the situation analysis is gained knowledge about the structure of the system which is going to be investigated together with its' features. Furthermore, project managers achieve list of present possible solutions and a more precise description of the problem. Basically there are four steps of the situation analysis and depending on the problem they could get different importance, thus it adapts to specific situation. The four steps are:

  • Task analysis
  • Analysis of the current state
  • Analysis of the future state
  • Summary of the problem and identification of actions to be taken [1]

Contents

Abstract

Considering future state analysis it consists of prediction of environment behaviour and impact of this behaviour on the system. This is all more about trying to foresee the possible trends of the system and what actually it could bring in the future. Here should be deliberated all possible scenarios and development of key factors. Should be mentioned that all this is performed based on system demarcation. Several methods are used for it and extrapolation of data is expected. Crucial point here would be prediction of the impact of the behaviour on the system which would include identification of opportunities and threats of problem solving. And finally, one of the last steps would be the systematic evaluation of the analysis of strengths, weaknesses, opportunities and threats. To do this SWOT analysis is used. The interaction between those four properties is under the loop at this point. To finish up with the situation analysis, the summary is provided, where finalized problem is described and focus area is identified.

Task Analysis

The task analysis performance is where comprehensive overview is captured with basic knowledge of what is the task and what are the underlying problems, the cause and expectations. Thus this task analysis starts the definition of the project area. Therefore, the most proper way to start analysing the task is to begin with an approach towards problem identification. There are many different ways to identify the problem, but the three main aspects should be considered. [2] First of all, it should matter to any project manager to avoid the possibility to be blind-sided. Sometimes, simply they misinterpret or do not pay enough attention to warnings which evolves over time until it is too late to respond properly. A second most common mistake in problem identification is lack of recognition of how significant the issue is. That leads to not sufficient enough allocation of resources in order to solve it. The last, but not the least common error is overreaction. There is a need of accurate identification of possible crisis existence and thorough evaluation of situation.

Steps of the task analysis [1]

After problem was identified and verified as many as possible facts about the situation must be collected. Finding out what is known helps to identify the purpose of the process and leads to exploration of what do the customers and stakeholders are expecting to receive as a delivery of the process. To ease the finding of the essence of the problem there are question check-lists provided that analyse the task effectively and adapt to any specific circumstances. [1] Basically questions like what, why, how, who, where and when are stated and analysed. Nevertheless, involving the right and suitable people is a very important aspect in analysing the task too. It could be suggested to use Reg Revans approach of asking three main questions (REFERENCE):

  • Who knows? - about the situation and who has the relevant information
  • Who cares? - about solving this problem
  • Who can? - contribute and have competence solving this kind of problem

In the end of the task analysis it should be clear what are capabilities of the task and in which environment it will be managed and also what will be the content and objectives of an analysis. In addition, within the procedure it is crucial to set up motivational aspects and reasonable mindset of carrying out any specific project.

Analysis of the Current State

Right after the task analysis a detailed investigation of the current state follows. This analysis phase involves gaining a comprehensive understanding of where the project or relevant problem is at present time so that it is possible to plan accordingly for moving from the current position to the desired results. There are usually these main steps of current state analysis:

  • demarcate the system from its environment
  • analysis of the system and the relevant fields of the environment
  • identification of strengths and weaknesses of the system
  • root cause analysis

Therefore, willing to obtain as accurate as possible position of the present situation it is desirable to review:

  • the vision statement
  • the mission statement
  • the current strategic plan and goal attainment
  • if relevant, the current alignment of strategic goals
  • the projects hierarchy
  • core competencies within the project [3]

Demarcate the System

In the analysis of the current state a system of demarcation is established providing information about relevant parties of the problem and mapping it in relation to each other. It is the most important step and it has a significant influence on the problem solving process. This helps to specify, communicate and adapt the scope of the project. Also it shows areas of investigation and intervention, or basically areas where influence will be visible.

System and Environment Analysis

Furthermore, the interaction between current system and its' environment is considered and evaluated. This gives better perception of the whole structure, functions of each part and relations in between.

Strengths and Weaknesses

Then continuing with identification of strengths and weaknesses in the system contributes to the start of SWOT analysis.

Root Cause Analysis

In addition cause analysis is performed.

Analysis of Future State

Predicting Behaviour of the Environment

Opportunities and Threats

SWOT Analysis

Summary of the Problem

References

[1] Züst R. and Troxler P. (2006) No More Muddling Through Mastering Complex Projects in Engineering and Management, Rotterdam: Springer

[2] http://www.referenceforbusiness.com/management/Or-Pr/Problem-Solving.html

[3] http://www.methodframeworks.com/article/critical-step-current-state-analysis-review-strategic-planning/index.html


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