KEPNER & TREGOE METHODS


CLASS
B
PHASE
Idea generation
DESCRIPTION

This technique emphasises the ‘rational’ rather than the ‘creative’, it is essentially a method for fault diagnosis and repair rather than for disorganized or systemic problem domains, or those where freshness of vision is essential.

The method is fully developed, with recommended techniques, worksheets, training programme's, etc. The headings below provide a bare outline and it follows two main stages, each has seven steps:

Problem Analysis

  1. You should know what ought be happening and what is happening, this can then be expressed as a deviation, comparing them and recognising a difference that seems important to you.
  2. Ascertain provisional problem priorities (how urgent/serious or likely to become so) and pick a problem to work on. Break down unhelpful problem categories (e.g. ‘communication problems’). If the cause is immediately apparent you can pass straight to Decision Making (below).
  3. Investigate and identify the problem deviation (what, where, when, and to what extent).
  4. Identify features that distinguish what the problem is from what it is not.
  5. Identify the potential cause(s) or contributory factors of the problem, these should be clear-cut events or changes that lead to the problem and are clearly associated with the occurrence of the problem. What the problem is rather than the problems absence, what it is not. Preferably you identify just one predominantly good contender.
  6. Attempt to infer any likely causes of the problem, by developing hypotheses that would explain how the potential cause(s) could have caused the observed problem.
  7. Now test the potential cause of the problem, checking that it is not only a potential cause, but also that it is the only cause (e.g. that occurrence of this problem is always and only associated with occurrence of this cause or combination of causes).

Decision-Making

  1. Set up specific requirements:
    • Expected results (what type, how much, where, when)
    • Resource constraints (personnel, money, materials, time, power, etc.)
  2. Prioritise your needs (distinguishing ‘musts’ and ‘wants’)
  3. Develop optional supplies of action. Kepner-Tregoe suggests systematically investigating each requirement and identifying ways of accomplishing it. Alternatively, other idea generation methods could be used.
  4. Rate the alternatives against requirement priorities (e.g. Comparison Tables).
  5. Choose the best option as a provisional solution
  6. Identify potential unfavourable consequences. A possible checklist is given in the table below:


    Specific Requirements

    Possible Adverse Consequences

     
     

    People

    Motivation, skills, health

    Money

    Capital, outgoings, return

    Material

    Source, availability, handling, storage

    Ideas and processes

    Security, adaptability

    Organisation

    Relationships, communications

    Facilities/equipment

    Space, flexibility, location

    Output

    Quality, quantity, pace, timing

    External

    Economy, competition, law, government


  7. Plan implementation, including minimising adverse consequences and monitoring progress.

[Source: www.mycoted.com]
REFERENCES

Createproject.net