What are the key steps for documenting the problem-solving process with clients?

1 Define the problem

The first step for documenting the problem-solving process is to clearly define the problem that you are trying to solve. This involves gathering relevant information from your client, such as their goals, needs, preferences, budget, and constraints. You should also research the site, context, and regulations that affect your project. You can use tools such as questionnaires, interviews, surveys, or site visits to collect data. Then, you should synthesize the information and write a concise problem statement that summarizes the main challenge and the desired outcome.

2 Generate ideas

The next step for documenting the problem-solving process is to generate ideas for potential solutions. This involves brainstorming, sketching, modeling, or prototyping different options that address the problem statement. You should explore a variety of ideas, without judging or filtering them at this stage. You can use tools such as mind maps, diagrams, mood boards, or software to organize and visualize your ideas. Then, you should document your ideas and explain how they meet the client's requirements and expectations.

3 Evaluate and select ideas

The third step for documenting the problem-solving process is to evaluate and select the best ideas for further development. This involves comparing, testing, and refining your ideas based on criteria such as feasibility, functionality, aesthetics, sustainability, and cost. You should also solicit feedback from your client, stakeholders, and team members to validate and improve your ideas. You can use tools such as matrices, charts, or simulations to analyze and present your ideas. Then, you should document your evaluation and selection process and justify your decisions.

4 Develop and refine the solution

The fourth step for documenting the problem-solving process is to develop and refine the selected solution. This involves elaborating, detailing, and optimizing your solution to meet the specifications and standards of your project. You should also consider the technical, environmental, social, and ethical implications of your solution. You can use tools such as drawings, specifications, calculations, or renderings to illustrate and communicate your solution. Then, you should document your development and refinement process and demonstrate how your solution solves the problem.

5 Present and deliver the solution

The final step for documenting the problem-solving process is to present and deliver the solution to your client. This involves preparing, rehearsing, and conducting a professional and persuasive presentation that showcases your solution and its benefits. You should also provide the necessary documentation and deliverables for your client to review, approve, and implement your solution. You can use tools such as slides, videos, models, or reports to support your presentation. Then, you should document your presentation and delivery process and collect feedback and testimonials from your client.

6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?