Analysis · intermediate · 60 min

Problem Tree Analysis

A method to analyze a problem by identifying its root causes and effects. This method helps teams understand the complex relationships within a problem and develop effective solutions.

What participants gain

  • Identify the core problem.
  • Identify the causes and effects of the problem.
  • Visualize the problem and its related factors.
  • Develop potential solutions based on the root causes.

Materials needed

  • Whiteboard or large paper
  • Markers (various colors)
  • Post-it notes (3x3)
  • Problem Tree Analysis template
  • Timer

How to run Problem Tree Analysis, step by step

  1. Identify the core problem (10 min). Define the main problem you want to address.
  2. Identify the causes of the problem (15 min). Brainstorm the factors that contribute to the problem.
  3. Identify the effects of the problem (15 min). Brainstorm the consequences of the problem.
  4. Draw the problem tree (10 min). Place the core problem at the center, causes below, and effects above.
  5. Discuss and refine the problem tree (10 min). Ensure everyone agrees with the relationships and factors.

Running it virtually

Use a virtual whiteboard tool like Miro or Mural. Create a shared board with a Problem Tree Analysis template. Use virtual sticky notes to represent causes and effects. Use lines or arrows to connect related factors. Use breakout rooms for small group discussions. Screen share the Problem Tree Analysis template for participants to complete. Polls for voting and prioritization. Use a virtual timer to keep the group on track. Record the session for future reference and to share with stakeholders who couldn't attend. Encourage the use of video to keep the session engaging and build rapport among participants. Use a virtual icebreaker at the start of the session to help participants feel comfortable and engaged. Consider using a virtual collaboration platform with built-in video conferencing and screen sharing to streamline the session and reduce technical challenges. Test the platform and tools in advance to ensure they work smoothly and to familiarize yourself with the features. Provide clear instructions and technical support to participants to help them navigate the virtual environment. Use a facilitator to guide the session and keep the group on track. Encourage participants to ask questions and provide feedback throughout the session to ensure they are engaged and understanding the material. Use a variety of activities and formats to keep the session interesting and engaging. Provide opportunities for participants to interact with each other and build relationships. Use a virtual wrap-up activity to summarize the key takeaways and action items from the session. Follow up with participants after the session to provide additional resources and support.

Build a session around Problem Tree Analysis

METODIC drops Problem Tree Analysis into a complete session plan with timing, materials, worksheets, and a facilitator guide — for any workshop, meeting, or team session.

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