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How to Analyze the Initial Situation?

August 13, 2024

This article discusses a systematic method for analyzing problematic situations, emphasizing the importance of clarifying vague impressions of issues. The approach, known as the aspectual approach, is a variation of the systems approach and involves examining a situation from twelve different perspectives or aspects. These aspects include goals, elements, structure, functions, resources, and interactions, among others.

A comprehensive understanding can be achieved by transforming these aspects into specific questions about the situation, such as the purpose, involved elements, connections, and necessary resources. The article highlights that this method is useful for analysis, setting goals, and finding creative solutions. Despite its complexity, the aspectual approach enhances confidence, reduces errors, and thoroughly evaluates situations.

Analyzing Initial Situation | PRIZ Guru

Understanding and Clarifying Problematic Situations

Our lives are filled with various events and situations. While we may ignore some, problematic situations demand our attention and action. The question arises: what is the best way to accurately understand a situation?

Psychologists define a problematic situation as “a rather vague, not very clear, and barely conscious impression, as if signaling ‘something is wrong, something is not right'” [1]. The goal of the analysis is to clarify this vagueness and uncertainty.

Many approaches exist for tackling this task. I firmly believe in the systems approach, which allows for a complete and comprehensive analysis of the phenomena being studied. However, even within the systems approach, there are many practical implementations. I consider one of the strongest methods to be the aspectual approach I have developed.

A Comprehensive Framework for Situational Analysis

An aspect is a point of view. In systems theory, ten aspects are traditionally distinguished, and with my additions, there are twelve:

  • System-Goal Aspect: defining the goals of the study and their mutual coordination.
  • System-Element Aspect: identifying the elements that make up the system.
  • System-Structure Aspect: revealing the internal connections and dependencies between the system’s elements.
  • System-Function Aspect: identifying the functions for which the respective objects are created and exist.
  • System-Resource Aspect: thoroughly identifying the resources needed to find a solution.
  • System-Integration Aspect: determining the qualitative properties of the system that ensure its integrity and efficiency.
  • System-Communication Aspect: identifying the external connections of the system with others, i.e., its connections with the environment.
  • System-Historical Aspect: identifying the conditions of the system’s origin and development, the stages it has gone through, its current state, and possible future development prospects.
  • System-Management Aspect: studying the system from the perspective of ensuring its targeted functioning under internal and external disturbances.
  • System-Information Aspect: studying the system from the viewpoint of data transmission, receipt, storage, and processing within the system and in its connection with the environment.
  • System-Virtual Model Aspect: identifying conditions for applying elements of virtual reality and models for effective problem-solving.
  • System-Reconstructive Aspect: analyzing the relationship and possible interactions between the “human-technical device” pair.

How can you gain an understanding of a situation using these system aspects? By converting the names of the aspects into questions:

  • What is the purpose of analyzing the situation?
  • What elements define the situation?
  • What connections exist between the elements?
  • What structure does the system underlying the situation have?
  • What function does the situation affect?
  • What resources does the system consume?
  • What properties define the system as a unique entity?
  • How does the selected fragment of reality interact with the environment?
  • How has the analyzed situation developed over time?
  • How is the situation managed?
  • Where and how is information manifested in the situation?
  • Are there models and elements of virtual reality in the situation?
  • Are robotic devices with high levels of artificial intelligence involved?

A deeper analysis is possible by sequentially comparing the situation with the actions within each aspect. For example, the element aspect contains six actions that can be used as follows:

  1. What properties of the elements considered in the analysis are important?
  2. What parameters (dimensions, weight, shape, etc.) characterize these properties?
  3. What is the position of the analyzed elements?
  4. How many inputs and outputs does each element have?
  5. Is it possible to replace elements with others, including those with alternative properties?
  6. Would understanding the elements as systems of interacting smaller elements deepen the understanding of the situation?

Each aspect has specific actions. By reviewing these actions sequentially, you can accurately describe and understand the initial situation.

Anticipating readers’ possible evaluation of this approach as “too complex,” I assert that this would be a fair judgment if the aspectual approach were used only for situation analysis. However, it can also be effectively used for setting well-formulated goals and, most importantly, for the creative search for new solutions! This creative search, conducted on an aspectual basis, matches and sometimes exceeds the capabilities of classical TRIZ theory. Therefore, once studied, any interested researcher can apply the aspectual approach in each creative process at least three times. This is a substantial reason to remember the list of system aspects and the actions within each.

Potential Drawbacks and Mitigations of the Aspectual Approach

Are there any drawbacks to this approach? Yes, there are. Typically, when assessing a situation, a researcher relies not only on logic and intellect but also on personal emotions, which can lead to overestimating some factors and underestimating others. Moreover, as shown in [2], there are three filters through which each researcher processes incoming information: neurophysiological, social, and individual. Thus, the image of the situation formed by the researcher always differs from reality. The aspectual approach does not significantly affect emotions or filters, except that:

  • Mastering it gives the researcher more confidence.
  • The analysis based on aspects is truly comprehensive and reduces the likelihood of significant errors.
  • Conditions are created for incorporating cognitive modeling tools into the analysis process, giving the evaluation results in quantitative expression.

The details of my approach are thoroughly explained in my nine books published in Russian. The essence of the creative stage process is described in a book translated into English [3].

References

  1. Zavalishina D.N. Practical Thinking. Specifics and Development Issues. Moscow, Institute of Psychology, 2005. 376 pages.
  2. Baksansky O.E., Samoilova V.M. Modern Psychology: Theoretical Approaches and Methodological Foundations. Moscow, LENAND, 2018. 320 pages.
  3. Shimukovich P.N. Solutions Do Exist for Every Problem! The systematic presentation of TRIZ ideas. Moscow, LENAND, 2019. 362 pages.
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