Establish a plan of action

5.1 Explain the troubleshooting methodology

📘CompTIA Network+ (N10-009)


Once you have identified the problem and established a theory of probable cause, the next step in the CompTIA troubleshooting methodology is to establish a plan of action to resolve the problem and implement the solution.

This step is about deciding how to fix the problem safely, effectively, and with minimal disruption. You don’t just fix it blindly—you plan first.

Key Points for the Exam:

  1. Create a Step-by-Step Plan
    • Break down the solution into clear, logical steps.
    • Decide which action should be done first, second, and so on.
    • Example in IT:
      If users cannot access the internal file server:
      • Step 1: Check the server’s network connectivity (ping, traceroute).
      • Step 2: Verify server permissions and access rights.
      • Step 3: Restart server services if necessary.
      • Step 4: Test user access.
  2. Consider Potential Risks
    • Evaluate if your solution could cause additional problems or downtime.
    • Make sure you know the impact before implementing.
    • Example:
      Updating a network switch firmware might fix an issue but could temporarily disrupt all devices connected to it. You should plan downtime or perform it after hours.
  3. Identify Resources Needed
    • Tools, software, or permissions you need to solve the problem.
    • Example:
      Troubleshooting a Wi-Fi connectivity issue might require:
      • A laptop to test connection
      • Access to the wireless controller or router
      • Network cable testers if needed
  4. Plan for Rollback
    • Always have a backup plan if the solution doesn’t work.
    • Example:
      If changing the DHCP settings causes network problems, have a plan to revert settings quickly to the previous configuration.
  5. Document Your Plan
    • Write down your steps before performing them.
    • This ensures you don’t miss anything and provides a record for future troubleshooting.
    • Example:
      Document the IP addresses, commands you’ll use, or configuration changes.
  6. Get Approval if Needed
    • For critical systems, it’s important to get permission from management or the change control team before making changes.
    • Example:
      Restarting a production database server without approval could cause service disruption and accountability issues.

Exam Tip:

On the exam, you might see questions like:

  • Scenario: “Users cannot access shared files. What is the next step after establishing a probable cause?”
    • Correct answer: Establish a plan of action to resolve the problem.
  • Scenario: “You plan to reset a network switch to fix a VLAN issue. What should you do before making changes?”
    • Correct answers may include: Plan step-by-step, consider risks, backup current settings, and document actions.

Quick IT-Friendly Summary for Students:

  1. Decide how you will fix the problem.
  2. Think ahead—what could go wrong?
  3. Gather tools and permissions you need.
  4. Plan a rollback in case it fails.
  5. Document every step.
  6. Get approval if it affects critical systems.

This step ensures that IT problems are fixed systematically, safely, and efficiently, which is exactly what CompTIA wants you to understand for the exam.

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