joellewis/problem-framing

Overview

Problem-framing is the "discovery gate" that ensures you are solving the right problem before investing resources in solutions. It uses human-centered design principles and strategic cascades to move from symptoms to root causes.

Iron Law

NO ANALYSIS WITHOUT APPROVED PROBLEM FRAMING FIRST Premature analysis leads to solving the wrong problem, wasting resources on elegant solutions to low-value or non-existent issues.

State Machine

digraph problem_framing_flow {
    "Start" [shape=doublecircle];
    "Step 1: Observe & Gather Context" [shape=box];
    "Step 2: Root Cause Analysis (5 Whys)" [shape=box];
    "Step 3: Reframing & Questioning" [shape=box];
    "Gate: User Approval of Problem Statement" [shape=diamond];
    "Step 4: Define Winning Aspiration" [shape=box];
    "Done: Discovery Gate Passed" [shape=doublecircle];

    "Start" -> "Step 1: Observe & Gather Context";
    "Step 1: Observe & Gather Context" -> "Step 2: Root Cause Analysis (5 Whys)";
    "Step 2: Root Cause Analysis (5 Whys)" -> "Step 3: Reframing & Questioning";
    "Step 3: Reframing & Questioning" -> "Gate: User Approval of Problem Statement";
    "Gate: User Approval of Problem Statement" -> "Step 4: Define Winning Aspiration" [label="approved"];
    "Gate: User Approval of Problem Statement" -> "Step 1: Observe & Gather Context" [label="rejected"];
    "Step 4: Define Winning Aspiration" -> "Done: Discovery Gate Passed";
}

When to Use This Skill

• At the start of any new project, strategy, or analytical task.
• When a project feels "stuck" or directionless.
• When stakeholders have conflicting definitions of success.
• When you find yourself jumping straight to "how" before fully understanding "what" or "why."

When NOT to Use This Skill

• For routine, well-understood tasks with established, validated procedures.
• For trivial tasks where the cost of framing exceeds the potential value (e.g., fixing a typo).
• When the problem has already been rigorously framed and approved in a prior step.

Core Process

Step 1: Observe & Gather Context

• Apply Applied Ethnography: Observe users in their natural environment to understand motives, interests, and true needs. Focus on activities performed rather than just demographics. (Source: Norman, The Design of Everyday Things)
• Describe the Problem: Aim to describe the problem better than anyone else. "Whoever best describes the problem is the one most likely to solve it." (Source: Kaufman, The Personal MBA)
• Gather SPIN Context: (1) Understand the current situation, (2) Identify the perceived problem, (3) Clarify short-term and long-term implications. (Source: Kaufman, The Personal MBA)

Step 2: Root Cause Analysis (5 Whys)

• Execute The Five Whys: Ask "Why?" at least five times to move past symptoms and find the ultimate, fundamental cause. (Source: Norman, The Design of Everyday Things)
• Avoid the "Human Error" Trap: Do not stop the analysis at "human error." Investigate the system, design, or environment that allowed the error to occur. (Source: Norman, The Design of Everyday Things)

Step 3: Reframing & Questioning

• Challenge Dysfunctional Beliefs: Identify beliefs that prevent progress (e.g., "we've always done it this way" or "this is impossible"). Reframe these into design challenges. (Source: Burnett, Designing Your Life)
• Frame Good Questions: Avoid framing questions that already contain a solution (e.g., "How can we build a better ladder?" vs. "How might we reach high places?"). (Source: Burnett, Designing Your Life)
• Identify Anchor Problems: Recognize problems that are not solvable in their current state and reframe them into actionable challenges. (Source: Burnett, Designing Your Life)
• Contrast Perception: Use framing to emphasize critically important details while de-emphasizing irrelevant ones to focus attention. (Source: Kaufman, The Personal MBA)

Step 4: Define Winning Aspiration

• Set the Winning Aspiration: Define what success looks like. This sets the context for all subsequent strategic choices in the cascade (Where-to-Play, How-to-Win). (Source: Lafley, Playing to Win)
• Quantify the Need-Payoff: Articulate the financial and emotional benefits the customer/user will experience after the problem is resolved. (Source: Kaufman, The Personal MBA)

Cross-Skill Invocations

REQUIRED SUB-SKILL: using-skills — To ensure proper skill invocation discipline. RECOMMENDED SUB-SKILL: stakeholder-discovery — To map who needs to approve the problem framing.

Rationalization Table

| Thought | Reality | |---------|---------| | "The problem is obvious, let's just start." | Obvious problems are usually just symptoms of a deeper root cause. | | "We don't have time for a framing workshop." | Solving the wrong problem takes infinitely longer than framing it correctly. | | "The client already told us what the problem is." | Clients often describe the solution they think they need, not the actual problem. | | "I'll frame it as I go while I'm doing the analysis." | Analysis without framing is aimless and prone to confirmation bias. |

Red Flags

These thoughts mean STOP — you are about to shortcut:

• "I've seen this exact problem before, I know the answer." → You are falling for Pattern Matching without validation.
• "We need to build [Specific Solution]." → You have framed a solution, not a problem.
• "Why? Because [Name] said so." → You are stopping at authority rather than root cause.

Diagnostic Checklist

• [ ] Is the problem stated in terms of human needs or goals, not technical requirements?
• [ ] Have you asked "Why?" at least five times to reach a fundamental cause?
• [ ] Does the problem statement avoid mentioning any specific solution?
• [ ] Is there a clear "Winning Aspiration" that defines what success looks like?
• [ ] Has the problem statement been validated by observing users in their natural environment?

Sources

• Kaufman, The Personal MBA, Ch. 3 (Value Creation), Ch. 6 (Sales/SPIN)
• Lafley, Playing to Win, Ch. 2 (Winning Aspiration), Ch. 5 (Strategy Cascade)
• Norman, The Design of Everyday Things, Ch. 1 (Affordances/Signifiers), Ch. 6 (Design Thinking/HCD)
• Burnett, Designing Your Life, Ch. 1 (Reframing/Dysfunctional Beliefs)
• Kuang, User Friendly, Ch. 5 (Observation vs Creation)
• Berkun, Making Things Happen, Ch. 5 (Problem Definition)