How to use Situation Expert

For Members and Participants

How to Register to An Account?

  • Go to the account’s Situation Expert address (URL).
  • Click Register/Login. 
  • Enter your email address.
  • Fill in the other information and Submit.

How to add/edit my profile photo?

To change/upload your profile photo and other required personal information, there are two ways: Click Edit Profile, located on the left side just under your photo, or click Update Profile in the light orange-colored box.

How to view/edit my profile?

To view/edit your account profile information, click the blue box (Hello, Your Name!) located on the top right of the page. From the drop down menu, click Profile. Other members will be able to view your profile and vice versa. It will be easier to contact other members who have the same interest areas as yours for help. In this menu, you can also add a brief description of yourself, your learning goals, request for knowledge and offer of expertise. These additional details will help other members know more about you and your areas of interest. When done, just click Update Profile at the bottom to save all information.

In the Profile menu, you can also view your messages, notifications and change your preferred email settings.

What is a Sitch?

A Sitch can be a challenge that you, your team, company, and organization are facing or an issue that you or need other's help in solving. Sitches are situations that are gaps in results or performance, for example, jams, issues, errors, gaps, troubles, stoppages, employee challenges - turnover, unhappiness, low morale, gaps in performance, etc., and many others to resolve, fix and solve. They are also opportunities to improve, grow, expand, and introduce better, faster, and cheaper ways to get the desired results.

How to participate in a Sitch?


The purpose of Situation Expert is to help you fix, solve and improve work issues and at the same time learn from it. The Sitch is where you present the work situation or problem that you need to fix, solve or improve.

If you are expected to create and submit a Sitch, you need to write a short description of the situation/issue, the objective, and the biggest challenge. You can add a short video or an image to better describe or explain your Sitch. You can also add Resources, which are references related to the Sitch. 

Take note of the instruction guide icon (i) and video icon (>) located next to the section headings. Their purpose is to explain further the value and benefits of the Sitch process.

How to use the different Thinking Tools?

Each section of the Sitch has a Thinking Tool. The tools are mental models that have proven to help in analysis, thinking, reflections, insights, and impacts reporting. There are more than 25 tools, but you are only expected to use 4-5 tools under each section in Thinking, Insights, Impacts, and others.

The following are overview descriptions.
  • Fishbones are used for finding the causes for the Sitch. This helps clarify what to focus on when you fix, change or improve the Sitch. It focuses your attention on the right things.
  • 80/20 Rule is about asking the question "Which aspect of the problem or solution causes the greatest consequences or results?" Usually 20% of the problem or solution causes 80% of the consequences or results. This helps you focus on the right things.
  • Checklists are steps, processes, procedures or lists of ideas to help fix, change or find a solution for the incident, situation, event, challenge, etc. This helps provide a quick guide to review main points.
  • Frames present different views of the Sitch. This helps you gain a 360-degree perspective. It also provides insights to possible biases.
  • Mapping Ideas helps to visually organize information hierarchically and show relationships among pieces of the whole.
  • Impacts are small positive impacts based on what have been observed as a result of fixing or finding a solution to the Sitch or challenge.
  • Go/No Go is a decision tree tool. This helps you with making “Yes” (go) or “No” (no go) decisions. The tool allows you to reflect on your analysis or solutions before committing to action.
  • Workarounds help in facing the challenges where you have no control over moving some of the obstacles. You work around the obstacles and achieve your goals.
  • What-If is a mini-scenario that presents a solution. It helps improve your understanding of the options in solving the Sitch.
  • Pros and Cons are the reasons that favor the decisions, and the reasons that do not support the solution. This approach helps you to weigh things.
  • My Sketches are  ideas and items to help you visualize your understanding of the issues in the Sitch. You may want to sketch patterns, similarities or dissimilarities. Your sketch can be very basic, which is alright, or very advanced.
  • My Frames is a thinking tool that presents a 360-degree view of the Sitch (situation). It helps you to consider other people's perspectives and allows you to understand them better and refine your approaches and solutions.
  • Group Discussion is an open discussion about the Sitch. You can post your observations, ask questions, reply and help others, add files, links, photos and videos. Also, you can use the other actions in Analysis, Solutions and Impacts for more specific actions
  • Improving work is to fix, solve and improve work issues, follow the 5-step process of Improving Work. Start with 1 and end with 5. The steps help you to have a “thinking process” to get better quality results
  • Risk Analysis is thinking through a problem involving handling risks and consequences. This tool helps you to take steps to plan for managing risks and reducing costs and negative impacts.
  • Consequence Thinking is a tool that helps learners determine information on near, medium, or long-term consequences of the first, second, or third order of consequences.
  • Video is a tool to  share a video, yours or others, from your company,,, and other sources that provide more ideas on how to deal with this situation. Share a video link that may help in the solution of the sitch. This adds valuable resources.
  • Download let’s you share a document, yours or others, from your company as references that provide more ideas on how to deal with the Sitch
  • Links allows you to share a website link, yours or others, from your company that provide more ideas on how to deal with the Sitch.
  • Contribution is  sharing and submitting answers, solutions and content to help others, or for your own research, following the standards of submitting answers, solutions and content that produce the most reliable answers and convincing presentations.
  • Scaling Capability is a method of dealing with unexpected, unknown or exception work issues. This helps you “think through” the process of considering current “Standards”, defining the “Deviations”, and then finding or creating new ways, methods or solutions. 
  • Troubleshooting tools help you to follow a troubleshooting path. It allows you to consider your options and respond to each option. You can visualize the flow of your options and choices.
  • Networks help you find reliable answers often and easily come from people we trust - that is our network. This tool helps learners to identify their trusted network and the type of answers they may provide.
  • Testing, Trial and Error allows you to know if decisions and actions are working, let learners and workers do the testing, trial & error tool. The tool helps learners to go deeper and validate the results of their thinking. The tool lets them discover what works and what does not.
  • Stories are a way of sharing experiences. Answer the questions to complete the Story Arch.Click to view video.
  • Checks are used in collecting data and opinions from others and serve as another resource to learn solutions and experiences. This helps you find solutions or confirm your own assumptions.
  • Lists is an action item or activities or checklist that help you to organize a plan of action or remind you of outcomes you need to accomplish.
  • Process Flow are tasks that require a flow or series of steps. This tool helps members to write steps, procedures, actions, or items. This tool is customizable.
  • Metrics is a tool that allows learners and workers to report the impacts of their thinking, actions, and results. This tool is customizable.
  • Notepads is a tool that helps learners and workers brainstorm and share ideas in posts notes format.