Problem Solving Class notes #12 Evaluation October 24, 2003 After we have implemented our solution, we need to perform a final evaluation of our solution. We evaluate our solution to make sure it: 1. Completely solves the problem specified 2. Is ethical 3. Is safe to people and the environment Solution Evaluation Evaluation should be an ongoing process throughout the life of a project. As each phase of the project is completed, the goals and accomplishments of that next phase should be examined to make sure they were satisfied before proceeding to the next phase. Evaluate future directions in light of the results of each phase to verify that the direction we are proceeding in is still the correct one. Look for any failure in the logic that might have occurred, especially at key decision points during the project. Challenge the various assumptions that were made. Have all unstated assumptions been recognized? Have someone outside the group review the assumption and solution logic. After the decision has been reached, be sure to carry out and brainstorm a K.T. potential problem analysis (PPA) before carrying through the solution. It is activities such as PPA that might have prevent failures. Ask a number of evaluation questions such as those given in the following checklist: Evaluation Checklist • Have you challenged the information and assumptions provided? • Does the solution solve the real problem? • Is the problem permanently solved, or is this a patchwork solution? • Does the solution have impact? • Have all the consequences of the solution (adverse as well as positive) been examined? • Have you argued both sides – the positive and the negative? • Has the solution accomplished all it could? • Is the solution economically efficient and justifiable? • Have the customers been surveyed to see if the solution meets all their needs? • Does the solution cause other problems (e.g. environmental, safety)? • Is the solution logical? • Is the solution economically, environmentally, and politically responsible and safe? In addition to the evaluation checklist, the McMaster five-point strategy gives the following checklist for examining proposed solutions: • Check that the solution is blunder free. • Check the reasonableness of results. • Check that criteria and constraints are satisfied. • Check the procedure and logic of your arguments. 1 You need to confirm all findings. Check to see if there is a piece of the puzzle (i.e. the solution) that doesn’t fit and consequently may require the entire solution to be redone. Ethical evaluation Part of the evaluation process includes ensuring that an ethical solution is in place. Many times the ethical aspects of the situation may not be entirely clear and must be uncovered in much the same manner as defining the real problem or discovering what the fault is in a troubleshooting operation. An ethical checklist found in a book, “The power of ethical management”, is as follows: 1. Is it legal? Will I be violating either civil law or company policy? 2. Is it balanced? Is it fair to all concerned in the short term as well as the long term? Does it promote win-win relationships? 3. How will it make me feel about myself? Will it make me proud? Would I feel good if my decision were published in the newspaper? Would I feel good if my family knew about it? The ethical checklist helps us address one of the knottiest problems in business: “How can we get acceptable bottom line results, stay competitive, and at the same time make sure we are being ethical?” In addition to the ethics check, Blanchard and Peale discuss the five P’s that need to be considered in analyzing the solution: Purpose, Pride, Patience, Persistence, and Perspective. Perspective on the whole problem is the key or central point. The five P’s table give a list of questions for us to answer for each P that will help us further evaluate our solution. Choosing someone to discuss each of these questions can facilitate the ethical evaluation process. This person (called an advisor) could play a passive role simply listening to your explanation or an aggressive role by questioning your every point. Even in the passive mode, the mere fact that you verbalize the application of the five P’s to your situation will improve the evaluation process. Perspective is the fifth P, the hub around which the other P’s rotate. Part of perspective is the inner guidance that is awakened from the other P’s that helps us see things more clearly. 2 Purpose Persistence Perspective Pride Patience Figure 1: The interrelationship among the five P's One should carry out an evaluation at each of the key decision points and not wait until the end of the project to learn that perhaps the solution path that one chose was unethical. Example: An employee, who works in the purchasing department, has a choice of suppliers to fill the order. The order is substantial and therefore has received small gifts from suppliers. One supplier in particular, has sent the employee tickets to watch the Ottawa Senators hockey team. This gift is more expensive then other gifts received by the other suppliers. Should the employee: 1. Keep the tickets, on the grounds that it will not influence his/her judgment is choosing a supplier. 2. Keep the tickets, to avoid an embarrassing situation. 3. Return the tickets. 4. Other? The five P’s: Purpose: Ask yourself what would you do if you were in that employee’s position to remain unbiased in selecting the best supplier for a given job. Pride: Would you feel pride in accepting the ticket, or pride in returning the ticket. Patience: Set aside a time to think about whether or not you should accept the tickets. Talk to someone whose judgment you trust. Persistence: Have you pursued all avenues to resolve either keeping or returning the tickets? Perspective: Even if you feel your judgment will not be affected by accepting the ticket, how will it appear to other colleagues? Are you setting a good example? 3 Safety evaluation One of the most important parts of the evaluation process is to make sure the proposed solution is safe to both humans as well as to the environment. Carrying out a potential problem analysis or hazard operation analysis is helpful to make sure you have considered all aspects of the solution that might prevent it from being safe. Example: A portable kerosene heater is consider to be used in a family room for the winter months for additional heating on long, cold, stormy nights. The table below is a PPA table. Table one: K.T. PPA on portable kerosene heater Potential Consequence Possible cause Problem Improper fuel Explosion Using gasoline used in heater to fill tank Heater tips over Fire Carbon monoxide buildup Carbon monoxide buildup Preventive Action Place warning sign on heater Tripping over heater Place heater in protected location Asphyxiation Improper venting Asphyxiation Chimney plugged Installed by qualified technician Check chimney each heating season Contingent Action Verify it’s kerosene before lighting heater Remove combustible materials from vicinity Check vent prior to lighting Regularly have chimney cleaned Report Communicate the results to your work with other members of your team. This is usually done by means of a technical report. Guides for writing such a report can be found in many books. Typically, a report will include the following sections: 1. Introduction: The introduction section defines the problem, tells why it is an important problem worthy of being studied, gives background information, describes the fundamental issues, and discusses and analyzes how they relate to published work in the area. 2. Materials and methods: This section describes the equipment used to carry out the work. The brand name of each piece of equipment is specified. The accuracy of each measurement taken is discussed. The step-by-step procedure as to how a typical run is carried out is presented, and all sources of error are discussed. 3. Results: this section tells what you found. Make sure figures and tables all have titles and the units of each variable are displayed. Discuss all sources of error and describe how they would affect your results. Put an error bar on your data where appropriate. 4 4. Discussion of results: This section tells why the results look the way they do. Discuss whether they are consistent with theory, either one you developed or that of others. You should describe where theory and experiment are in good agreement as well as those conditions where the theory would not apply. 5. Conclusion: The conclusion section lists important information you leaned form this work in numerical order. 6. References: List all resource material you referred to in this work in the proper bibliographical format. Top ten list for effective written reports: 1. Proper grammar. 2. Logically organized (Introduction…Conclusions). 3. Logical flow of ideas within each section. 4. Concisely written. 5. Interestingly written, using wide variety of words. 6. Ideas supported by examples, data, evidence. 7. Appropriate use and placement, figures and tables. 8. Passive voice. 9. Clear purpose. 10. Put in a clear plastic binder. In addition to written reports, you will also be expected to give oral reports throughout your career. The top ten list below identifies some of the key points to consider. Top ten list for effective presentations 1. Well organized (Introduction, body, closure) 2. Logical flow of ideas 3. Ideas presented concisely 4. Ideas supported by examples, data, etc. 5. Clear explanations 6. Good visual aids 7. Speak clearly and at a reasonable speed 8. Well prepared and practiced 9. Dress appropriately 10. Conclusions supported by evidence 11. Match presentation to audience 12. Confident appearance 13. Good dictation and grammar – avoiding slang 14. Disregard three of the above to make it a top ten list 5