Deep Dives

Decision Making and Problem Solving

In human services, choices come with complexity and nuance—and the quality of your decisions shapes outcomes for clients, staff, and the organization. This resource helps you build decision-making capacity for yourself and your team, so choices become thoughtful, inclusive, and action-oriented: shifting from reactive to reflective, from stuck to strategic.

Going Further With Intention

This Deep Dive draws from one of the Areas of Competence in the Career Development Manager/Leader Competency Framework. Through reflection, real-world analysis, and practical activities, you’ll explore how this part of the framework shapes your leadership practice.

The Challenge Ahead

In human services, choices often come with complexity and nuance. Leaders navigate ambiguity by balancing priorities, adapting to change, and making informed choices even in challenging situations. Whether responding to a crisis, allocating limited resources, or resolving team conflict, the quality of decisions shapes outcomes for clients, staff, and the organization.

Many leaders experience uncertainty when weighing competing factors, or fear making the “wrong” call—especially when client well-being is involved. Others rely on intuition or habit, missing the structured thinking that leads to stronger results, and sometimes decisions happen in isolation, overlooking the value of diverse perspectives.

This resource invites you to build decision-making capacity—your own and your team’s—so choices become thoughtful, inclusive, and action-oriented. It’s about shifting from reactive to reflective, from stuck to strategic.

The Leader’s Role in Problem Solving and Decision Making

Your role isn’t to have all the answers—it’s to be the architect of a space where the smartest decisions come to life. When you model thoughtful decision-making, you empower your team to do the same. Over time, this builds a culture of shared accountability, continuous learning, and adaptive leadership.

Deep Dive Activities

Bridge the gap between theory and practice with these strategic tools.

Exercise 1: Clarify the Problem

Albert Einstein is reported to have said, “If I were given one hour to save the planet, I would spend 59 minutes defining the problem and one minute resolving it.” This exercise is about looking deeply at the problem—challenging the way you see it to reveal more clarity so you can select solutions effectively. You gather as much information as possible and consider what you believe, feel, and think about the problem.

This quote captures what this step – Clarify the Problem – is about. This step is about looking deeply at  the problem, and includes challenging the way you see it in order to reveal more clarity so you can  select solutions effectively. In this step you gather as much information as possible, and consider what  you believe, feel, and think about the problem. Taking time to gather information, and challenge your  own assumptions and beliefs about the problem can redefine the issue and provide avenues to  solutions that you may not have considered before. Doing this process with your team also  contributes to their learning, strategic thinking, and ability to tackle tough problems on their own.  

Use this discussion guide to really clarify the problem and understand the way you interact with the  problem before you go on to solve it. You may have heard of the “5 Whys” or “Causal Analysis”  approaches to get beyond symptoms and identify root causes; this captures many of the same  elements.

Discussion Guide

Work through the questions below with your team, documenting discussion as you go. Use open-
ended prompts like “What else?” to drive the discussion deeper.

  • What is the presenting issue?
  • What are the underlying causes?
    • What else?
    • What else?
  • Who is affected, and how?
  • What assumptions are we making?
  • What data do we have?
  • What data is missing or unclear?
  • What do staff, clients, or partners say? How do we know?
  • What patterns or contradictions are emerging?
  • What additional information do we need to move forward?

Worksheet 1: Problem Clarification Discussion Guide

Prompt
What is the presenting issue?
Response
Prompt
What are the underlying causes? (What else? What else?)
Response
Prompt
Who is affected, and how?
Response
Prompt
What assumptions are we making?
Response
Prompt
What data do we have?
Response
Prompt
What data is missing or unclear?
Response
Prompt
What do staff, clients, or partners say? How do we know?
Response
Prompt
What patterns or contradictions are emerging?
Response
Prompt
What additional information do we need to move forward?
Response

Worksheet 1: Problem Clarification Discussion Guide (Sample)

Scenario: Exploring data and feedback on intake experience

Prompt
What is the presenting issue?
Response
Clients disengage after their first intake appointment.
Prompt
What are the underlying causes?
Response
Intake feels transactional; staff are rushed; clients don’t feel heard or supported.
Prompt
Who is affected, and how?
Response
Clients miss out on services; staff feel ineffective; funders see poor outcomes.
Prompt
What data do we have?
Response
Drop-off rates by unit; client satisfaction scores; staff time logs.
Prompt
What data is missing or unclear?
Response
Qualitative feedback from clients; staff perspectives on intake challenges.
Prompt
What do staff, clients, or partners say?
Response
Staff say they’re rushed; clients say intake feels impersonal. No formal surveys, largely anecdotal.
Prompt
What patterns or contradictions are emerging?
Response
High drop-off correlates with rushed intake and low satisfaction.
Prompt
What additional information do we need to move forward?
Response
Client interviews; best practices from peer organizations.

Exercise 2: Diverge and Converge on Solutions

Step 1: Generate Options

After taking time to carefully clarify the problem, take a similar approach to selecting solutions. Avoid  rushing to the first solution that comes to mind. Encourage divergent thinking before converging on a  solution. Working with your team, ask each staff member to take on a “persona,” and think about the  problem from the perspective of that persona. Ensure you give each persona time to think about their  perspective and share it with the group so that everyone gets the benefit of their perspective before  converging on a decision.  

Personas could represent the perspectives and well-being of various interest holders related to your  work, such as:  

  • board members 
  • clients 
  • funders 
  • peer organizations 

Personas could also include different ways of thinking, for example  

  • data driven and fact focused 
  • empathy and emotion oriented 
  • risk resistant and safety seeking 
  • compelled by change and creativity 
  • powered by positive thinking and optimism 

Note: If this exercise appeals to you, you may want to learn more about Edward de Bono’s “Six  Thinking Hats” as a problem solving and decision making technique.

Step 2: Evaluate Options

A structured decision matrix or criteria checklist can assist to evaluate options, give you a clear  rationale for the decision that you can share with interest holders, and illustrate how many possible  solutions might be workable in the event your first choice doesn’t work out.

Worksheet 2: Decision Matrix

Purpose: Evaluate options using weighted criteria to support informed, transparent decision-making.

Assign a score (e.g., 1–5) for each criterion and then measure each option according to the criteria  you’ve set. Doing this exercise as a team creates an opportunity to find consensus on both the criteria  and the assessment of each option. When you and your team cannot find consensus, that’s generally  a good indicator that you need more information. When you complete the decision matrix, add up the  total scores for each option to indicate which option ranks highest. If you have more than one option  that meets the criteria, then you have a back up plan. This approach will also help you communicate  the “why” behind your decisions to interest holders. 

Option
Option A
Criteria 1
Criteria 2
Criteria 3
Criteria 4
Total Score
Notes
Option
Option B
Criteria 1
Criteria 2
Criteria 3
Criteria 4
Total Score
Notes
Option
Option C
Criteria 1
Criteria 2
Criteria 3
Criteria 4
Total Score
Notes

Scoring: 1 = Low, 5 = High

Worksheet 2: Decision Matrix (Sample)

Scenario: Choosing between three intake redesign options

Option
A: Add 15-minute rapport-building segment
Criteria 1
5
Criteria 2
4
Criteria 3
5
Criteria 4
4
Total Score
18
Notes
High impact, moderate time cost
Option
B: Train staff in trauma-informed intake
Criteria 1
4
Criteria 2
3
Criteria 3
5
Criteria 4
3
Total Score
15
Notes
Requires external trainer
Option
C: Automate intake with online form
Criteria 1
2
Criteria 2
5
Criteria 3
2
Criteria 4
5
Total Score
14
Notes
Easy to implement, low engagement

Scoring: 1 = Low, 5 = High

Exercise 3: Reflect and Learn

Every decision is a chance to build wisdom. When you and your team engage in reflective discussion  after a decision has been made and implemented, you foster an environment in which people are safe  to discuss challenges and uncertainty, and in which setbacks foster learning. As people learn, they’ll  use more effective decision making habits and achieve better outcomes.  

Use this decision debrief discussion framework to improve your reflective discussion and build the  decision making capacity of your team and thereby your organization’s outcomes.

Worksheet 3: Decision Debrief Template

Purpose: Reflect on the decision-making process to capture lessons and improve future decisions.

Prompt
What worked well in this decision process?
Response
Prompt
What surprised us or didn’t go as expected?
Response
Prompt
What would we do differently next time?
Response
Prompt
What feedback have we received from others?
Response
Prompt
What follow-up actions are needed?
Response

Worksheet 3: Decision Debrief Template (Sample)

Scenario: Reflecting after implementing Option A — add a 15-minute rapport-building segment to intake

Prompt
What worked well in this decision process?
Response
Staff appreciated being involved; clients responded positively to the change.
Prompt
What surprised us or didn’t go as expected?
Response
Some staff felt unsure how to use the extra time effectively.
Prompt
What would we do differently next time?
Response
Provide a short guide or script for rapport-building.
Prompt
What feedback have we received from others?
Response
Clients felt more respected; staff felt more connected to their work.
Prompt
What follow-up actions are needed?
Response
Develop a coaching session to support staff in using the new intake format.