Smart Ways Your Visual Notes Can Have Lasting Value

Screenshot of a ConverSketch illustration embedded in a post from USFWS Permits website.

When you bring a graphic recorder into your event, you’re making an investment financially, in your time, and in the success and impact of your event.

So, when I saw the way the Fish and Wildlife Service Permits team was using their visual notes from last summer, I knew I had to share it with you! Months later, they’re still creating engaging content chock full of visuals to maintain momentum and tell their stories.

What’s the secret to maximizing their investment in visuals?

We thought about it early in the process.

It’s that simple. In our initial discovery calls together, clarifying the Purpose, Outcomes and Process (POP) was step one. We made sure to not only discuss how visuals might best support the group on-site, but what their goals were for the charts after the workshop.

In these conversations, it became clear that capturing all the details of every session was less important, and creating more detailed illustrations of key ideas that could be used in digital content for months afterward was a priority.

Here are three questions you can ask yourself before any meeting to make sure you’re maximizing your time, whether you have a graphic recorder with you or not:

• What is our POP?

• What stories do we want people telling after the meeting?

• How can the graphics/follow up communication support this?

Thank you for your collaboration, humor, and what you do to make the world a better place.

Cheers,

Where in the World is ConverSketch?

Children with Medical Complexity: You may recognize this project – I’ve had the pleasure of supporting Boston University’s research on family-centered care since 2020. This year, they’re building on the initial pilot and digging deeper into what those preliminary findings mean. Here’s one of the digital graphics from this year.

Video Series: Individualized Education Programs. In partnership with High Quality IEPs walks educators and administrators through the IEP process and shares WHY they matter and how they can make a positive difference in the lives of children with disabilities.

Watershed Perspectives

September brought fascinating work with clients across the country and across sectors, but one theme kept emerging organically. This is one of my favorite things about being a graphic facilitator – we get to listen, learn and make connections.

This month I keep hearing a similar idea from a team working on resilient coasts and watersheds, to social and ecological scientists working in mountain systems around the world, to community-led conservation practitioners:  

The same small perspective just doesn’t cut it. To really solve problems for our environment and people, we need to look at challenges from a larger perspective, like a watershed. If we’re only looking to solve problems for one community or piece of the ecosystem, there are bound to be repercussions or solutions that don’t last. Looking for system connections

Is there a way for you to take a “watershed” approach to a problem or challenge to look for a solution in a place you may not have thought of?

Once again, thank you from my heart and soul for your support, great senses of humor, brilliant minds, collaboration and what you're each doing to make the world a better place.

Cheers,

Where in the World is ConverSketch?

Seattle, WA: Facilitating with the Wilderness Society’s Community-Led Conservation team as they explore what it would take to create a supportive, inclusive, and effective community of practice.

Basalt, CO: With mountain researchers from around the world exploring the potential of creating a new alliance to elevate indigenous and mountain community voices for better climate policy.

Denver, CO: With the Attainment Network learning and sharing about different career pathways to support students who may not choose to or think they can attend university.

Virginia Beach, VA: With the Environmental Defense Fund kicking off a series of systems thinking workshops for the Resilient Coasts and Watersheds team – the rest of the workshops are virtual throughout the fall.

A Simple Shift in Asking Questions for Better Answers

Imagine you’re in a class or a meeting, and the teacher or facilitator asks the group a question. Now picture two different paths that can unfold directly after the question is asked:

A)    The question asker continues talking, explaining it in a different way without being asked to, or elaborating on the task at hand. Then they immediately ask for someone to share their answer, and before you’ve fully processed, you’re not really listening as others begin to share and you’re still figuring out what you think.

B)     After simply asking the question, the question asker says they’re going to pause for a moment to let everyone think. They take some time, but 30 seconds later when they ask for someone to start sharing, you feel present and ready because you’ve had the space to process the question and think about your answer.

I’ve noticed when I’m graphically facilitating and ask a group a question, I tend to want to keep explaining or talking rather than sitting with the silence.

But when I’m a participant being asked a question, if I don’t have the time to process, then I’m either not ready or not listening to others’ responses because I’m scrambling to think of my response.

The simple solution: Take a pause.

What if you’re the one asking the question and you feel uncomfortable with silence? If nobody answers right away, are they even paying attention? Probably!

• Explain what you’re doing and why, then pause

• Take a drink of water

• Count to 5 slowly in your mind to give it something to do

• Send the questions ahead of time if you know some folks will want more time to process

• (or all of the above)

Once again, thank you from my heart and soul for your support, great senses of humor, brilliant minds, collaboration and what you're each doing to make the world a better place.

Cheers,

Where in the World is ConverSketch?

Fort Collins: Facilitating a creative visioning workshop for the CSU Energy Institute as they look at how to be leaders in climate over the next 10 years. Here’s a custom drawing I did to explain a key aspect of the organizer’s framing talk - we didn’t need any slides the entire day!

In the Studio: Recording the last couple of digitally hand-drawn explainer videos on the books this year before parental leave, wrapping up summary illustrations for regional food dialogues from around the state which will be printed and hung as massive posters at a Summit in December, and preparing to graphically facilitate a series of systems thinking workshops over the next two months! Here’s a snippet of one of the posters:

Collectively & Creatively Reinventing Expectations

Have you felt it?

During and as the pandemic has evolved, I’ve heard and felt the same thing you probably have.

“I’m so busy…”

“It’s crazy these days.”

“Parenting and working is just…a lot right now.” (Understatement)

The burnout is real. So is the creative reinvention.

What can we do to dial the intensity of expectations down together, collectively and creatively?

If you work with people, here are some suggestions I’ve see and heard lately:

• Establish communication norms. Is there a platform where instant replies are/aren’t expected? One group I recently graphic facilitated articulated that a Teams message could be sent any time, and the recipient would respond when they were able. More urgent matters were direct phone calls.

• Practice a monthly Deepening Day. This team also imagined a once-a-month day dedicated to any sort of personal or professional development the person felt would best serve them. Ideas ranged from attending events to making time for extended lunches with partners or colleagues to setting an away message from email to focus on deep work.

• Live the values: Whether you’re a leader or a co-worker, shifting culture starts with each person on the team. Demonstrating by not responding immediately to every email, or sharing insights from your Deepening Day, or taking those vacation days can all contribute to shifting the pace and expectations we hold each other to.

And really, take that time off to breathe.

Once again, thank you from my heart and soul for your support, great senses of humor, brilliant minds, collaboration and what you're each doing to make the world a better place.

Cheers,

Where in the World is ConverSketch?

In the Studio: Working on video storyboards, synthesis illustrations, and preparing to facilitate a workshop here in Fort Collins next week. Here’s a close-up of one of 11 regional local food gatherings around the state of Colorado I’m visually distilling for display at a Summit happening this winter.

Back from the River: There’s nothing like six days completely offline to refresh and reset. Here’s a painting of the stunning canyon created from camp one evening.

How to Scale Your Work Up, Even When Once Size Doesn’t Fit All

Have you ever been wildly proud of something you or your team accomplished, but then wondered…Can this scale?

One of my favorite things about being a graphic recorder is that I get to work across sectors and pick up on patterns and shifts. For example, right now, three of my clients are all figuring out how to scale across the country in very different areas:

• Supporting children with medical complexity and their families in hospitals and clinics

• Helping communities become more resilient in the face of large-scale wildfires

• And creating a national community of practice around community-led conservation

While there is not one path forward, some real gems became clear last week with the team working with children with medical complexity. I thought these ideas deserved a little airtime, and maybe YOU are working on scaling too…perhaps there’s a keeper in here for you!

• Take an iterative approach - start small, test an idea, and learn and grow from there. Remember: It doesn’t have to be perfect!

• Scaling complex work takes time. In a world of instant gratification and grant-makers wanting results, this may be tricky…and also imperative.

• Relationships are key to building trust, which is key to being able to move quickly or be patient when needed.

• Facilitate communication across teams regularly, in-person if you can, to build those relationships and cross-pollinate ideas.

• Take what you’ve learned in each place and weave it together for solutions that are greater than the sum of the parts. You may already have a solution!

• Ask those you’re serving to be part of the process (and compensate them for their expertise and participation!).

• You already know enough. While it’s almost always tempting to want/NEED more data, you probably already know enough to take the first steps.

Once again, thank you from my heart and soul for your support, great senses of humor, brilliant minds, collaboration and what you're each doing to make the world a better place.

Cheers,

Where in the World is ConverSketch?

Chicago, Illinois: After working together remotely in 2020-2021, it was an absolute joy to get to meet the convening team and state teams working together to improve the lives of children with medical complexity and their families. Closing this multi-year pilot in a flawless hybrid meeting, the teams shared their key insights, discussed what’s next, and how to sustain the work moving forward.

Albuquerque, New Mexico: Graphically facilitating for a leadership team at US Fish and Wildlife Service to craft a visual metaphor telling the story of equity, inclusion, and creating a welcoming organization for all employees.

Virtual with Adobe Creative Campuses: Sharing and learning with Creative Campuses across the globe, these quarterly gatherings are always lively, a lovely way to build community virtually, and thoughtfully curated to create welcoming and informative spaces! The sessions start today, so here’s a graphic from the spring!

The Underrated Potential of Designing Time to Connect in a Retreat

Is your team is planning an off-site retreat soon? If you are, I cannot recommend one thing to your agenda design team enough.

If you want to…

• Make the most of the fact your team traveled to (most likely) an intentional location

• Help shift mindsets from “me” to “we”

• Build trust

• Leverage your time together in person…

Build in unstructured time for your group to get to know each other.

It can be so tempting to pack every last moment of an agenda with work to get done, especially after 2+ years of mostly remote collaboration. But here’s what happened when we didn’t do that with a group I got to graphically facilitate through a 2-day offsite in person last week.

This team is geographically dispersed, and some folks had been hired during the pandemic, so they had never met together as an entire group in person. Together, we designed an agenda that began with a day of hiking and an optional group dinner before we even began to talk strategic planning. Meeting them the next day, I never would have guessed they hadn’t met together before. The participants themselves remarked at how connected they felt even after just 3 days together.

If you don’t have time for a full day of hiking, fear not! We also created optional semi-structured opportunities for participants to get to know each other during lunch and infused each day with activities that provided a chance to share personal stories in large and small groups, like the one above.

Once again, thank you from my heart and soul for your support, great senses of humor, brilliant minds, collaboration and what you're each doing to make the world a better place.

Cheers,

Where in the Virtual World is ConverSketch?

Boulder, Colorado: For the previously mentioned focused, fun, and collaborative off-site retreat for a team of arctic policy researchers. Thank you IARPC Collaborations for the work you’re doing for our planet!

Fort Matanzas Video is live! The final installment of the Drawing Connections to Climate Change illustrated video series is out in the world – find out how you can help protect habitats that support the beautiful and diverse wildlife of the Florida Coast! Note: I am not currently taking on new video projects.

Getting Ready for GCSE Global Conference - Will You Be There? The Global Council on Science and the Environment is hosting their annual virtual conference June 21-24, 2022. If you’re a Member Institution, an unlimited number of participants from your school can attend for free! To register or learn more about the event, click here. Here’s a graphic from last year’s conference!

POP It!

Having a clear purpose in a meeting is something you’ve heard from me before – whether it’s a 15-minute check in or a 2-day off-site, when the organizers and the participants are extremely clear on the purpose of why they’re being asked to be there, engagement and the ability to measure if the outcomes were successful follow.

And, thanks to this excellent blog from Drawing Change, I just learned about a super handy, straightforward tool to make the meeting planning even better. It’s called POP, which stands for: 

Purpose, Outcome, Process

Developed by the Rockwood Institute, beyond defining the Purpose, or your why for convening the meeting, you add two more simple ideas. Your Outcome “speaks to what – the vision of what success will look and feel like when you “arrive.” And finally, your Process outlines the “how – the specific steps involved in getting there.”

It’s easy to jump straight to the process design, but if you’re clear on why you’re there and what it will look and feel like to be successful, that enormous investment of time, energy, resources, thinking, good food, and space together will be easier to measure and follow through on. 

So, here’s a graphic facilitator style worksheet you can use to help your group work through your POP for your next meeting – I hope you enjoy it!

Once again, thank you from my heart and soul for your support, great senses of humor, brilliant minds, collaboration and what you're each doing to make the world a better place.

Cheers, 

Where in the Virtual World is ConverSketch?

River Investigators Action Guide is Out in the World! I’ve had the joy of collaborating with watershed researchers at Colorado State University to illustrate an activity guide for children to explore our local river, the Cache la Poudre. Here’s a snapshot, and you can see a video of me flipping through pages on Instagram.

ShapingEDU Mini-Summit: Emerging Credentials Standards: Convening educators, industry professionals, and folks in K-12 education to discuss the future, power, and challenges of badges and credentials in addition to or in place of a traditional 4-year college degree. 

Learner Perspectives on Career-Connected Education Symposium: In another event focused on students, this symposium centered learners as speakers and panelists to guide the conversation and offer suggestions to make it easier to navigate the higher education system for successful career paths.

Agreements, Ground Rules, Community Norms, Oh My!

Someone carrying on for multiple minutes, seemingly without taking a breath, about a topic unrelated to the task at hand.

A person keeps bringing up the same axe to grind…over, and over.

Two people are whispering the entire time.

80% of the group has a laptop out and a slightly glazed look in their eyes.

Any of this sound familiar?

Whether you call them ground rules, group agreements, or community norms, co-creating expectations for how a group will interact is one way to design a focused and purposeful meeting. 

Why do group agreements work?

• They define “rules of engagement” group agrees to

• People communicate in different ways, and norms help us agree how to work with each other

• Setting expectations for how the group will interact

• Creating mechanisms for resolving tensions or conflict 

Even taking just a minute to review previously established agreements is a powerful tool to ground participants and remind them that they’re not in just any meeting, they’re in this gathering space with an intentional environment that has been co-designed by the whole group. This is subtle yet important in shifting from “why do we need to be meeting?” to “I’m fully present and ready to contribute to this process.”

Here are some of the agreements commonly used in meetings I facilitate:

• Speak from your experience and welcome others to speak from theirs

• Step up when you have something to share, step back and make space for all voices to be heard

• Listen to understand (not just waiting for your turn to talk)

• It’s okay to disagree, but do so with curiosity not hostility (thanks to the Center for Public Deliberation for my personal favorite!)

• And of course…Support the facilitator – help me help you as we move through the process

What agreements have surprised you with their effectiveness in supporting open and constructive conversations? Drop me a note – I’d love to learn from you!

If you’d like to jump deeper on designing excellent experiences, you can check out this post on why a clear purpose for a meeting supports everyone, or this one about why to design for connection.

Once again, thank you from my heart and soul for your support, great senses of humor, brilliant minds, collaboration and what you're each doing to make the world a better place.

Cheers, 

Where in the Virtual World is ConverSketch?

Presenting at IFVP Online Learning Series: Email Marketing for the Win! 90 minutes of interactive goodness, happening on April 20th at 9am Mountain Time. Even thought it says 2021…it’s happening in a couple of weeks. You can find out more register here.

In the Studio: Storyboarding videos, illustrating research on seabirds and archaeology in Alaska and co-conspiring for effective engagement visioning for sustainable futures at a university. Here’s a snap of the research-turned-illustration!

In-Person, Remote, Hybrid…What to Center No Matter the Method for Meeting

Why do we create? Why do we meet? What drives much of our action as humans? Expressing our ideas and connecting with others in different ways is core to who we are. 

Stating the obvious here, this connection has been shaken up the past two years, and as we begin navigating in-person and hybrid situations professionally or personally, we’re rediscovering how to be with each other in meaningful ways. 

“Whether your team is in-person, remote, or hybrid, one thing is true in any form: Connection doesn't happen on its own. You need to design for it.”  – Priya Parker

As a graphic facilitator, I get to co-design for connection with clients. How do we do this, even…especially in the virtual environment?  A few of the seeds we can cultivate toward connection include:

• Building in time for participants to share experiences outside of the work goals of the meeting

• Creating opportunities for small and large group conversations

• Thoughtful questions that support vulnerability

• Creating visuals that highlight connections, shared ideas and values, or intentional visual metaphors deepen the opportunities to connect

If you’re curious to read more, here’s a post on why human connection is so important. 

Once again, thank you from my heart and soul for your support, great senses of humor, brilliant minds, collaboration and what you're each doing to make the world a better place.

Cheers, 

Where in the Virtual World is ConverSketch?

Invasive Species Video: Watch the fresh digitally hand-illustrated video here to learn about the difference between native, non-native, invasive species, and pests from the National Park Service!

In the Studio: I’m working on several projects from graphic facilitation design to more videos to a guide for children to explore our local river. Here’s a snapshot of what River Investigators might observe about their watershed! This booklet will be available this spring for visitors along the Cache La Poudre River.

Do the Work in the Meeting…But How?

Right click to download and use this friendly tool!

If you’ve ever found yourself marveling at the number of meetings in your calendar and wondering “when am I actually going to get my work done?”, this newsletter is for you. 

Here’s a checklist I created for myself while planning for graphic facilitation work, to make sure I was using my time lately, adapted for y’all. When convening a meeting, try 

• Have an agenda: What is the purpose of the meeting, and what are you hoping to have done by the end? This can be as simple as weekly check in to be on the same page, or more complex, running through a few different tasks.

• Share the agenda with participants ahead of time so they know what to expect – ask for any additional items

• Option - when sending the agenda, include a focusing question for folks to bring ideas. You might consider: 

  • What’s one thing you wish we had gotten to do last meeting we didn’t?

  • What are you hearing/what are we doing that’s resonating with you right now?

  • What is the one most important thing we need to do by X date?

• Establish roles: Such as a timekeeper, notetaker, and/or Accountabili-buddy. During the meeting, ask someone to keep time so you can stay on track. This is especially helpful if you designated a specific amount of time for each agenda item, and if not, to let the group know when you’re halfway through the time. Making sure things are documented, and someone who has the social license from the group to follow up on action items (accountabili-buddy) if needed can also be helpful. 

•  Include time for Closing: Leave 5-10 minutes at the end to review action items for each person. 

If you’d like more ideas for how to make the most of your meetings, check out this post from the Before Times, which is still chock full of useful tips!

Once again, thank you from my heart and soul for your support, great senses of humor, brilliant minds, collaboration and what you're each doing to make the world a better place.

Cheers, 

Where in the Virtual World is ConverSketch?

I’m Headed to the Grand Canyon Next Week! A friendly reminder I’ll be in the backcountry from October 28-November 24 without access to phone or internet. Thanks in advance for your patience, and if you’re looking for a graphic recorder during that time, I’m happy to connect you with someone in my network who rocks! Photo by Spencer Branson, on our last trip in spring 2019.

CO HIV/AIDS Strategic Planning: Beginning with listening sessions, CDPHE and DEPH are convening folks from all over the state to offer insights, experience, and ideas to co-create a strategic plan for ending the HIV epidemic in Colorado. 

K-12 Innovation: We’re in the midst of a series of Discussion calls with education leaders and innovators from across the country, this week discussing Accelerators of innovation in education they’re noticing. These discussions will feed into virtual summits and reports.

Explora STEM Stories: I’ve been working with the Explora Museum in New Mexico to illustrate stories of indigenous community leaders in STEM (science, technology, engineering, and math). They’re starting to post the time lapse drawings on their Instagram feed, including this one from Sam Woods.