Problem scoping, a critical initial phase in design and problem-solving, is part of the larger problem-definition phase. Unfortunately, the provided reference doesn't detail the steps of problem scoping itself, only that it's part of problem definition. Therefore, I will provide a general breakdown of what constitutes effective problem scoping based on widely accepted best practices.
While the reference outlines the overall design process (problem definition, brainstorming, designing, building, testing, showcasing), it doesn't delve into the specific steps of problem scoping. Based on established problem-solving methodologies, the following steps are generally involved in effective problem scoping:
Steps of Problem Scoping
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Identify and Define the Problem:
- Clearly articulate the core issue or opportunity. What is the pain point or unmet need? What is the desired outcome?
- Example: Instead of "Our website traffic is low," define it as "We are experiencing a 20% decrease in organic website traffic year-over-year, impacting lead generation."
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Understand the Context:
- Explore the surrounding environment. Who are the stakeholders (customers, users, employees, etc.)? What are their needs, motivations, and constraints?
- Consider the organizational, economic, social, technological, and environmental (OESTE) factors that influence the problem.
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Determine the Scope and Boundaries:
- Define what is included in the problem and what is excluded. Where does the problem begin and end? Which aspects will be addressed, and which will be set aside (at least initially)?
- Example: Focusing on improving organic search rankings only, excluding paid advertising efforts in the initial phase.
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Establish Goals and Objectives:
- Set specific, measurable, achievable, relevant, and time-bound (SMART) goals for addressing the problem. What will success look like?
- Example: Increase organic website traffic by 10% within the next six months.
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Identify Constraints and Assumptions:
- Recognize limitations such as budget, time, resources, technology, or legal regulations that may impact the solution.
- Document any assumptions being made about the problem or its context. These assumptions should be validated later if possible.
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Gather Initial Data and Evidence:
- Collect preliminary data to understand the magnitude and nature of the problem. This might involve reviewing existing reports, conducting interviews, or performing initial analyses.
- This data can help validate the problem definition and refine the scope.
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Refine the Problem Statement:
- Based on the context, scope, goals, constraints, and data gathered, revisit the initial problem statement.
- Ensure the problem statement is clear, concise, and focused.
Problem scoping lays the foundation for effective problem-solving by ensuring that everyone involved has a shared understanding of what the problem is, why it matters, and what success looks like. By following these steps, you can avoid wasting time and resources on solutions that don't address the core issue.
