NZQA Assessment Support Material Unit standard 7123 Title Apply a problem solving method to a problem Level 2 Vocational pathways Credits Version 2 4 Primary Industries; Social and Community Services Assessor guidelines Introduction The following guidelines are supplied to enable assessors to carry out valid and consistent assessment using this internal assessment resource. As with all assessment resources, education providers will need to follow their own quality control processes. Assessors must manage authenticity for any assessment from a public source, because learners may have access to the assessment schedule or exemplar material. Using this assessment resource without modification may mean that learners' work is not authentic. The assessor/educator may need to change figures, measurements or data sources or set a different context or topic. Assessors need to consider the local context in which learning is taking place and its relevance for learners. Assessors need to be very familiar with the outcome being assessed by the unit standard. The evidence requirements and the explanatory notes contain information, definitions, and requirements that are crucial when interpreting the standard and assessing learners against it. Context/setting This activity requires learners to show they can, in the context of a workplace: Define a problem; Choose a problem solving method for an identified problem; Apply the problem solving method and describe the outcome. 7123 version 4 Assessor guidelines ASM version 1 Page 1 of 18 December 2013 New Zealand Qualifications Authority 2016 Level of performance expected This is a level 2 standard. This means learners should be: Using factual and/or operational knowledge of a field of work or study. Apply known solutions to familiar problems and applying Apply standard processes relevant to the field of work or study. Working under general supervision, taking some responsibility for their own learning and performance and collaborating with others. Conditions of Assessment For this standard IDEAL refers to Bransford's IDEAL model for problem solving: 1) Identify the problem. 2) Define the problem through thinking about it and sorting out the relevant information. 3) Explore solutions through looking at alternatives, brainstorming, and checking out different points of view. 4) Act on the strategies. 5) Look back and evaluate the effects of your activity. de Bono’s 6 hats also known as ‘Six Thinking Hats’ represent thinking processes which help important decisions to be looked at from a number of different perspectives. White hat – Facts & Information Red hat – Feelings & Emotions Black hat – Critical Judgement Yellow hat – Positive Green hat – New Ideas Blue hat – The Big Picture. Vocational based examples of problems are included in the assessment task to guide learners and assessors about the sorts of problems that might be encountered in the workplace that could be used for assessment of this unit standard. However, learners should substitute their own problems for assessment in discussion with their assessors/workplace verifiers. Problems can be occupation-based, or to do with workplace relationships, for example. It is not appropriate for people to role play interpersonal problem solving. Where interpersonal relationships are involved, participants in the situation may only represent themselves. Resource requirements Documented policies and procedures or established protocols for workplace performance. 7123 version 4 Assessor guidelines ASM version 1 Page 2 of 18 December 2013 New Zealand Qualifications Authority 2016 Assessment Schedule Unit standard 7123 Title Apply a problem solving method to a problem Level 2 Credits 2 Evidence for achieved Outcome 1 1.1 1.2 Version 4 Judgements for achieved Define a problem. The problem is defined in terms of the nature of the problem, parties involved, and the effects of the problem. Responsibility for the problem is defined and described in terms of problem ownership, responsibility for solving problems, sphere of influence, and authority. Task 1 Worksheet 1 – Define a problem. See sample answers for examples of appropriate responses. Workplace Verification Learner defines a problem of their own that requires solving by describing the problem, the parties involved and the effects of the problem. Learner defines and describes appropriate responsibilities for problem ownership, problem solving, authority to solve the problem and sphere of influence. Workplace verifier confirms that learner has accurately described the problem, parties to it, effects, responsibility etc, as above. Workplace verification is signed and dated. Verifier is someone in a supervisory role with appropriate level of responsibility to confirm accuracy of learner’s description of the problem, the problem solving method and the outcome 7123 version 4 Assessment schedule ASM version 1 Page 3 of 18 December 2013 New Zealand Qualifications Authority 2016 Outcome 2 Choose a problem solving method for an identified problem. Range methods may include but are not limited to – brainstorming, IDEAL, pros/cons, de Bono’s 6 hats. 2.1 Problem solving methods are described in terms of process steps. 2.2 A problem solving method is selected and explained in terms of its suitability for solving the identified problem. Outcome 3 Task 2 Worksheet 2– Choose two problem solving methods. See sample answers for examples of appropriate responses. Process steps for two problem solving methods are accurately described, either in generic steps or as could be applied to the identified problem. An appropriate method for solving their own problem is selected, and justified with three reasons. Apply the problem solving method and describe the outcome. 3.1 The chosen method is applied to the identified problem. 3.2 Results of applying the method to the problem are described in terms of the degree to which the outcome is achieved and conclusions regarding further action. Task 3 Worksheet 3 – Applying a problem solving method. See sample answers for examples of appropriate responses Workplace verification. Workplace verifier confirms that learner has applied the method, and accurately described the steps taken and the outcome of applying the method. Workplace verification is signed and dated. Verifier is someone in a supervisory role with appropriate level of responsibility to confirm accuracy of learner’s description of the problem, the problem solving method and the outcome. Judgements should be holistic, rather than based on a checklist approach. 7123 version 4 Assessment schedule ASM version 1 Page 4 of 18 December 2013 New Zealand Qualifications Authority 2016 Sample answers for unit standard 7123 Apply a problem solving method to a problem Version 4 Vocational pathways – Primary Industries Worksheet 1 - Defining the problem Define the problem (1) – What the problem is What is the problem? (Scenario 2) I need to get 20 litreS of spray to Farmer A today, but Farmer B has got me caught up in an important matter for him, and I hardly ever see him. They are both excellent clients for us, and we encourage clients to talk things over with us whenever we visit. Who are the parties to the problem? Me Farmer A My company What are the effects of the problem? Farmer A will be financially impacted if the spray programme is delayed because additional contractors have been booked to complete the work. The company's reputation will be damaged if an order is not met on time. My reputation will be damaged with Farmer A and within the company if I don't meet commitments. Farmer B has a reasonable expectation that I'll stay on for a bit, and could take his custom elsewhere if he gets put off. 7123 version 4 Assessment schedule ASM version 1 Page 5 of 18 December 2013 New Zealand Qualifications Authority 2016 Define the problem (2) – Responsibilities Who owns the problem? I own the problem. The company also owns the problem because their reputation is at stake and I'm their representative. Who is responsible for solving the problem? I am responsible for solving the problem. What is your sphere of influence? I can influence my two customers to a certain extent, by the way I frame my problem to them, and I could also influence my company by the way I report the issue . What authority do you have to solve the problem? I am given the authority to make these kinds of decisions when I am travelling as I'm the person 'on the ground' dealing with customer relations. 7123 version 4 Assessment schedule ASM version 1 Page 6 of 18 December 2013 New Zealand Qualifications Authority 2016 Worksheet 2 – Choose a problem solving method Describe the process steps for two problem solving methods. Add in as many steps as you need to describe the problem solving method. Problem solving method 1: Bransford's IDEAL MODEL Step 1 I need to find a quiet place to think (eg my car) and Identify the problem, which is that I need to get the spray to Farmer A but will be too late to do that if I stay with Farmer B and help him. Step 2 Then I Define the actual problem a bit further and sort out all the information I have: the real problem is that I want to please both farmers, show that I'm a good time manager, and please my boss with more business. I've got all the information I need, eg appointment times, order requirements, phone numbers etc. Step 3 TheN I Explore and list all the possible solutions, including alternatives and try and consider other points of view as well. Then choose the best possible solution I can by looking at the range of them I've come up with. I can see Farmer A and B's point of view re what they expect of me and our company. My ideas are listed below and I prioritse them from the list. Step 4 Action the best possible solution, keeping in mind what I want to achieve. Step 5 Look back at the choice I made and think about what worked what didn't - maybe if I take another solution, would that have been better?. 7123 version 4 Assessment schedule and ASM version 1 Page 7 of 18 December 2013 New Zealand Qualifications Authority 2016 Problem solving method 2: Brainstorming Step 1 Remove myself from the situation for a bit and find a quiet place to sit and think about the problem. Step 2 Clear my mind as much as possible - don't think about what might happen if I don't solve the problem. Step 3 Write down as many different possible ways of tackling the problem as possible . Even if they sound silly, just write them down. Try and be creative and imaginative about possible solutions. Step 4 Prioritise the ideas in order of usefulness/whether they would work in the current situation. Put a number beside each. Rearrange the order if necessary. Step 5 Choose the number 1 idea and see if it works. The problem solving method I think will best help to solve my problem is Brainstorming Three reasons I think this will be the best problem solving method are: 1. There are limited ways of solving my problem, so the list shouldn’t be too long. 2. I don’t need to find any more information – I just have to concentrate on a solution. 3. This suits me as a method because I’m a pretty good lateral thinker and I might just trigger a solution that I can’t think of right away. 7123 version 4 Assessment schedule ASM version 1 Page 8 of 18 December 2013 New Zealand Qualifications Authority 2016 Worksheet 3 – Applying the problem solving method 1. What outcome were you trying to achieve? What outcome did you achieve? I was trying to make sure the 20-litres of spray got to Farmer A as I had promised while still being able to meet Farmer B’s request of my time. I wanted to please both customers and not let either one of them down. 2. Describe each of the steps you took as you applied the problem solving method to the problem. I explained the situation to Farmer B and said I needed 5 minutes to try and organise an alternative for Farmer A. I sat in my car to give myself some quiet space without distraction. I brainstormed a list of all the possible actions I could take and then prioritised them to be least disruptive to my customers. I changed some of them around in the order, but I came up with these main ones: 7123 version 4 Assessment schedule ASM version 1 Page 9 of 18 December 2013 New Zealand Qualifications Authority 2016 Ideas Call the store – can they courier it or is there someone there who can deliver it in time? Call the soil tester to see if he can do the delivery – he’s out and about around here and might be free just now. Just say straight out No I can’t stay to Farmer B and arrange another day to come back and see him. Call Farmer A and ask if the spraying can be delayed by one day. Tell Farmer B that I have to make a delivery but I’ll come back asap today. Hope that he doesn’t have a busy day. Ask Farmer B if he’d like to do another delivery with me and we’ll talk about his stock needs in the car on the way. 7123 version 4 Assessment schedule ASM version 1 Page 10 of 18 December 2013 New Zealand Qualifications Authority 2016 I worked out my priorities as follows: Number 1: Call the soil tester – they are more flexible with their days and it won’t cost the company anything. Number 2: Call the store – they might have someone free or have a courier available – this will cost the company money. Number 3: Tell Farmer B I’ll come back later today –might be ok, but I know he’s real busy at this time and I’m not sure how long I’ll be Number 4: Call Farmer A – this risks loss of reputation because the time was arranged. Number 5: Ask Farmer B if I can make another time/day to discuss his plan – messy, not good PR at this time, and I’ve encouraged him to ask for help like this Number 6: Take Farmer B in the car with me – takes time out of his day, a bit cheeky maybe – but could have been a good sale as he would have time to see the brochures on all our products. Solution: I got hold of the soil tester and he was free enough that day to help me by coming by, picking up the spray, and doing the delivery to Farmer A. 3. Overall, how successful was the problem solving method in solving the problem? Explain your answer. I was successful in the end. It took a couple of phone calls but I finally got hold of the soil tester. The brain storming method worked well because if I hadn’t been able to get the first option happening, I would have gone to the next one, then the next one. However, some of the lowerdown solutions I probably would never have gone through with. 4. Are there any further actions you can or could have taken? No further actions required. But I did learn to give myself more time at each stop in case a farmer wants to talk longer and possibly buy more products from us. 7123 version 4 Assessment schedule ASM version 1 Page 11 of 18 December 2013 New Zealand Qualifications Authority 2016 Sample answers for unit standard 7123 Apply a problem solving method to a problem Version 4 Vocational pathways – Social and Community Services Worksheet 1 - Defining the problem Define the problem (1) – What the problem is What is the problem? (Scenario 3) I have to come up with some prioritised recommendations about how to spend a $500 grant on literacy projects, but the ideas I got were very different from each other, and I need to make a clear recommendation for the Committee which best reflects the Centre's needs or plans. Who are the parties to the problem? Me The Centre Management Committee My co-workers Our clients - caregivers and children The local organisation that gave us the money What are the effects of the problem? People took the request for ideas seriously, so I don't want to just make decisions about what is important that might offend people or not really reflect what is best for the Centre. The money has to be spent within a set period so if we don't spend it this means we have lost an opportunity and it may be difficult to get another grant in future. We have to account for how the money is spent so anything we spend it on must link to literacy somehow. I need to show that I can organise and carry through this kind of task professionally. 7123 version 4 Assessment schedule ASM version 1 Page 12 of 18 December 2013 New Zealand Qualifications Authority 2016 Define the problem (2) – Responsibilities Who owns the problem? I own the problem. The Early Childhood Centre owns the problem as the grant is for the centre. What is responsible for solving the problem? I am responsible for solving the problem because I have to come up with the recommendation or a prioritised list. What is your sphere of influence? I 'm more of a facilitator in this, to get a good result, but I can influence how the recommendation is best made by choosing a good method to make the decision. My co-workers and caregivers pretty much have equal influence on how the money could be spent. What authority do you have to solve the problem? I have been delegated to come up with ideas but ultimately the decision about how the money is spent will be the Management Committee's, who can veto suggestions as well as approve them. 7123 version 4 Assessment schedule ASM version 1 Page 13 of 18 December 2013 New Zealand Qualifications Authority 2016 Worksheet 2 – Choose a problem solving method Describe the process steps for two problem solving methods below. Add in as many steps as you need to describe the problem solving method. Problem solving method 1: De bono's 6-hats If I used this method I would call a meeting of people interested in making the selection from the ideas I've collected. This would include caregivers and coworkers. Step 1 Start with the blue hat so that everyone agrees how the meeting will be conducted, including time for each hat (maybe five minutes) Step 2 Then use the white hat to make sure everyone understands the ideas that are up for discussion - this is to make sure the ideas are clear, not to discuss the ideas yet. Step 3 Then use the red hat to gete everyone's gut reaction to the best idea at the same time - limit people's response to just chosing one idea and saying why. Step 4 Then use the yellow hat to get some positive comments about each idea and the green hat to explore how each idea could be developed. Then the black hat to critique the ideas. Step 5 Use the red hat again to see if everyone's gut reaction is the same and find a solution. 7123 version 4 Assessment schedule ASM version 1 Page 14 of 18 December 2013 New Zealand Qualifications Authority 2016 Problem solving method 2: Positives and negatives Step 1 as I can. For each suggestion, try to think of as many positives and negatives for each idea Step 2 Give each positive or negative a score from 1-5 depending on how important it is (1 being the most important) Step 3 Find the total score for each idea. Step 4 The idea with the highest possible score is the potential best solution to the problem. Step 5 The problem solving method I think will best help to solve my problem is De Bono’s 6-hat method. Three reasons I think this will be the best problem solving method are: 1. It involves more people than me, so there should be a more balanced exploration of all the suggestions than just using my own thinking and knowledge. 2. It gives people a say in how money is spent, which is good for morale and community building. 3. It should ensure that we have a way of evaluating alternatives constructively, so noone’s suggestion is put down 7123 version 4 Assessment schedule ASM version 1 Page 15 of 18 December 2013 New Zealand Qualifications Authority 2016 Worksheet 3 – Applying the problem solving method 1. What outcome were you trying to achieve? What outcome did you achieve? I was trying to find a way to get the best recommendation or list of recommendations to spend a $500 grant on literacy projects –I also wanted to make sure that everyone contributed to the decision and that there was general agreement about how the money is spent. The outcome achieved was that everyone did contribute, the meeting was calm and productive, and we agreed on one final recommendation to put all of the money towards staff literacy training. 2. Describe the steps you took as you applied the problem solving method to the problem. First of all, I realised that some suggestions already went way beyond the amount the grant covered, and the Supervisor agreed, so overall there were three possible ways we could realistically spend the money. I suggested to my supervisor that we present these ideas at a meeting for any interested people in the Centre’s community, and then ask them to explore these ideas further. That way, in the long run, people at least understand how the decision was made. At the meeting, I suggested we use de Bono. I put six different coloured hats on the whiteboard and explained what they mean. I then presented the three ideas as the white hat thinking. As we went around the table I wrote up the suggestions under each of the hats, so that everyone could see where the ideas fitted in and what gaps there might still be in our thinking. These ideas are written up on a separate page. 7123 version 4 Assessment schedule ASM version 1 Page 16 of 18 December 2013 New Zealand Qualifications Authority 2016 De Bono’s 6-hat problem solving method White hat – Facts and information Red hat – Feelings and emotions There is $500 to spend. Literacy is a broad area – we could buy books, we could spend it on training for staff, we could spend it on developing information for parents and caregivers. Books – we have a lot of books already and these are cheaper to buy as we go along. Training for staff – there has been no staff literacy training in the last two years. Information for parents/caregivers – this can wait for a bit longer. Black hat – Critical Judgement Yellow hat – Positive Books –$500 might only buy another 20 books maximum. Staff training – we have an inspection coming up and staff PD was something that will be a feature of the inspection. We must account for the money we spent, books might be harder to justify for future requests. Books are easy to buy and easy to distribute. Staff training will provide an opportunity for staff to find more ways of working together. Information for parents and caregivers is always welcome. Green hat – new ideas Blue hat – The Big Picture Staff training would mean that we might think differently about books we buy in future and improve the information we share with parents and caregivers. Everyone has been asking for staff training on literacy. Providing some training should have a lasting benefit. 7123 version 4 Assessment schedule ASM version 1 Page 17 of 18 December 2013 New Zealand Qualifications Authority 2016 3. Overall, how successful was the problem solving method in solving the problem? Explain your answer. The method was successful. It gave structure to our meeting and using the six-hat method meant that a lot of different ideas were shared, people contributed constructively to the discussion and people listened to each other’s contributions. I felt confident with the recommendation I put forward to the Committee – that it truly reflected the best option and also reflected the community’s opinion, meeting, due to the method we used to decide this. Are there any further actions you can or could have taken? No further actions required. There was good agreement about how to spend the money, the money was spent within the timeframe and we let the local community trust know how the money was spent. It also meant that we came up with lots of other ideas that we can now use to apply for other grants. 7123 version 4 Assessment schedule ASM version 1 Page 18 of 18 December 2013 New Zealand Qualifications Authority 2016