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.

How to Use Graphics After Your Event for Seismic Engagement

Have you ever gotten a follow up email after attending an event? What was inside? A survey? A written meeting summary?

Was there any engagement? A lively volley of replies…or crickets?

After a workshop focused on zero waste in National Parks, the National Park Conservation Association (NPCA) blew me and the other participants away with the workshop summary.

And the results? More than 20 of the 32 participants replied to the summary, expressing delight in being a part of the group and the uniqueness of having graphic recording as part of the process. Here’s what Josh Simpson who founded Little Kamper refillable propane tanks wrote:

“For me, the most amazing part is reviewing the summary report and seeing how much was captured and translated into art. This was my first experience with having an artist in residence at a meeting and I'm blown away. My high hopes for this gathering were met at every step on the way and then exceeded when I reviewed the meeting summary.”

Another example of using the graphics to amplify impact is from the Boston University team working on improving care and outcomes for children with medical complexity.

They published a special issue of the  journal Pediatrics focusing on several years of collaborative and family-led work. In two of the papers, graphics from the process are used to illustrate key ideas and share important outcomes from the work.

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

Cheers,

Where in the World is ConverSketch?

San Francisco, CA: As seen above, for the National Park Conservation Association and Subaru talking zero landfill input in National Parks.

Boulder, CO: For the City of Boulder as they asked citizens what they’d like to see in the Civic Area Park. This was created on paper on-site (and outdoors!) then additional color was added digitally after the event.

In the Studio: Storyboarding and managing several illustrated videos. Here’s a sneak peek at a first draft sketch for the US Fish and Wildlife Service – gotta love whatever makes bumblebees celebrate!

Why Visuals in Meetings Are So Good

Many of you are folks I’ve had the pleasure of getting to collaborate with, and you’ve experienced the magic sparked by visuals directly.

Even if you get it, sometimes you need to persuade someone else why it’s an excellent idea to have a visual partner in the room. This is what I hear from clients time and again.

Graphic recording…

• Wraps your people in the beauty and richness of their ideas when the room is full of walls covered in colorful and content-full drawings

• Sparks creativity

• Brings joy and laughter

• Supports groups as they co-create the extraordinary

• Helps you get more done in less time

• Deepens shared understanding

• Can create a distinct brand and feel for events

Here’s what an absolutely phenomenal recent client said:

“Karina is a joy to work with. She was thoughtful about all parts of our meeting planning process, and extremely skilled at guiding our teams’ conversation. She was able to adapt on the fly when important conversations arose and seamlessly adjust to the needs of the group while keeping us on-task to accomplish our goals. With her help, our group made progress I didn’t think was possible! We have a strong sense of our mission and values, and tangible plans to realize them. The visuals that she sketches during the call helped ground our conversations and are really easy to work with as we move forward. Thanks, Karina!”

— Hazel Shapiro, IARPC Collaborations

And for some cool science behind visuals, check out this post.

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?

Las Vegas, NV: At the RES 2022 Economic Summit with the Ute Mountain Ute Tribe sharing strategies to write and win grant funding for social, environmental, and health goals.

Fresh Video: This video helps prospective undergraduate students understand what career paths they might pursue with a degree from CSU’s Environmental Public Health program. Major appreciation to the team at CSU and Bevin Luna for the narration and original music! Click here or the image above to view the digitally hand-drawn video. Note: I am not currently accepting new video projects.  

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!

A New Decision-Making Tool for Your Team

This week’s newsletter is a quick tool I learned of from the Civic Canopy and I’m curious to try – perhaps while graphic facilitating a retreat next week. 

It’s called The Decider App and uses a series of straightforward questions to help you and your team select a decision-making model that best suits your needs. 

Whether you need support from the entire group but don’t have a lot of time, or you’re not even sure you need to make a decision, this tool helps you weigh your options and offers a quick snapshot of how to go about the decision-making process. 

Try it here.

Here are a few other thoughts about good decision-making with groups:

• Be extremely clear about what’s being decided

• As a leader, cultivate an environment where people can disagree to invite different perspectives and avoid blind spots

• And a list of four useful decision-making processes 

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?

Friendly Reminder – On the Grand Canyon October 28-November 24: If you missed it, in August we won a follow-up permit to raft the Grand Canyon! I will be out of the office and completely disconnected during this time, so thanks for your patience! If you need a visual practitioner during that time, let me know and I’ll be happy to connect you with someone in my network.

Photo: Spencer Branson.

UC Davis Orientation: This session on cultivating an inclusive, just, and equitable learning environment at Davis was nourishing and inspiring. The student voices I heard were poised, thoughtful, and supportive, and the resources on campus are top-notch.

North Texas Local Food Summit: In preparation for the UN Global Food Summit, local community leaders from across public and private sectors came together to discuss and brainstorm how to create a more robust and healthy network of local food for those who are often underserved. 

How I Prepare for Live Graphic Recording: Visual Notetaking Tips You Can Start Using Today

If you and I have met and had a conversation about visual thinking, there’s a good chance I’ve enthusiastically shared that I believe anyone can draw, and anyone can take visual notes. 

Aside from the fact that we are innately visual creatures and a few tips can spark creativity, I’ve learned through the years that there are things I can do that help me feel more confident and consistently help me produce my favorite work. 

One secret is that taking time to prepare before live graphic recording really helps me set myself up for success. These are strategies I use all the time that you’ll be able to implement at your next meeting to infuse your own notes with some visual flair. 

Each tip is followed by a snippet from my sketchbooks as an example. Here we go! 

Look through an agenda and practice sketching ideas for how to visualize concepts that will almost certainly come up – specific animals, equipment, or activities.

Play with potential layouts – even if I don’t know how the conversation will emerge, if I have some ideas sketched out I’ve found I’m more confident and it’s easier to adapt or add more detail if I’ve already spent some time thinking about it. 

Pick your colors – as Brandy Agerbeck says, use color MORE, rather than using more color! Pick colors for very important ideas, or to add patterns in the background. This is especially helpful when working digitally and you can use literally any color – paring down up front helps make decisions quickly in the moment. 

Draw out session titles and key names/affiliations if you know them, that way you’re not trying to spell someone’s name correctly while listening to their brilliant ideas and trying to get it all down.

Keep scratch paper nearby for taking notes. I do this less working digitally as it’s easy to move or erase ideas, but it’s still helpful to have a sketchbook nearby to jot down a great quote or statistics to incorporate later. 

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?

Back from Idaho: Where we spent two weeks unplugging and whitewater rafting! Here’s a shot from the South Fork of the Salmon River. Photo: Josh Metten

Procinorte: Even though I was offline most of the time, I was still able to jump back into Zoom for two days of agriculture and climate researchers from Canada, Mexico, and the United States discussing how to improve collaboration across borders for food and climate security. 

3 Tips for Getting the Most out of Your Virtual Whiteboard

By now, most of us have experienced more video conferences than we can count (why, in the name of all that is holy, would we ever have the desire to count?). 

Which means over the past year, as a graphic facilitator in the digital sphere, I’ve collaborated with clients to create custom templates for virtual whiteboard platforms for events where participants say things like: 

This was the best zoom meeting I’ve been to!

- Participant at the 2021 Zero Landfill Initiative Retreat

And…

I had the Miro board up throughout the entire 3-day conference!

- Participant at the 2021 Zusman Neuroregeneration Symposium

So, how can we get these same exclamations at your virtual event? 

Let’s go ahead and take some work right off your plate and share what I’ve learned through trial, error, and following discoveries of others experimenting in this space. 

Hot tips: 

• Include important logistics such as the agenda, zoom links, survey links, etc. I create a custom layout with visual elements for specific sessions or for general feedback. In addition, I’ve learned it’s helpful for participants to be able to easily navigate the multiple links, web pages, and documents if they’re all linked into the board you’re using.

• Build time to engage with it into your agenda. This is KEY to successfully using a virtual whiteboard. To make the most of this tool you’ve invested in using, BE SURE to include time(s) each day to engage with the whiteboard. Whether it’s an activity, or just time to network, 10 minute blocks of time can make a huge difference to help participants connect. BONUS: Remind people where to find it – drop the link in to the chat box regularly.

• Add a new element each day. In a multi-day virtual event, once participants start to get the hang of navigating your whiteboard space, create new elements for them to interact with each day. Make them delightful and useful – asking specific questions about content or simply providing a space for a morning/afternoon reflection creates a reason to draw people back in, and more opportunities to connect with each other.

Curious which virtual collaboration platform is right for you? This post contains a brief pros and cons of a few popular ones here. Have a tool you love? Please share it with me, I always enjoy learning from the Brain Trust (all y’all).  

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?

Houston Methodist Neuroregeneration Symposium: Capturing key ideas from heady talks about how to repair neural function after spinal cord injury. My favorite thing about this workshop is how focused it is on creating space for collaborations between labs and fields of study!

Friends of Refuges Annual Meeting: For the Suwannee and Cedar Key Friends of Refuges, covid didn’t keep these folks from sharing updates and anthropological research from the area in a virtual setting! Did you know that Swallow-Tailed Kites migrate 5,000 miles over 2 months to get to Brazil each winter? 

Ready to create a unique and engaging virtual whiteboard for your event?

How to Help Participants Cocreate, Connect, and Inspire at Your Multi-Day Event

The full synthesis map from five days of the virtual GCSE+Drawdown conference.

Once again for the people in the back, you CAN have an interactive and participatory virtual conference with over 3,000 participants from all over the world! 

In early January (let’s talk about how these folks know how to start a new year!), the Global Council for Science and the Environment (GCSE), and Project Drawdown brought together researchers, leaders, and community members to learn, share, and create solutions for people and planet.  

As a visual thought partner for the virtual event, I wanted create ways that graphics could support meaningful work with the huge number of participants and volume of content. There were eight Thematic Pathways with concurrent sessions, and more than 50 simultaneous Collaborative Action Groups which emerged from brainstorming sessions over the course of the week. 

How could we work together to look for patterns and themes across multiple, very full days? 

How could we make sure participants could see their ideas emerging throughout the week? 

And how do this as just one recorder? 

We needed a plan!

The organizing team and I collaborated before and during the conference to develop communication systems, like a designated note-taker in each Pathway with access to a shared Google Doc template for key ideas. I could then distill and illustrate these notes, and combine them with insights from real-time graphics of plenary panels and keynotes (these drawings were included in the final piece as well). 

Communication of key ideas? Check. 

We decided to use Miro as a virtual platform to host the emerging map. Similar to shared Google Docs or Slides, with a shared link we dropped into the chat each day, participants could view the Synthesis from start to finish throughout the week. They could zoom in to see details in graphics I had drawn real-time in plenaries, or zoom out for the overall flow, and could share it with others they thought would be interested.

Participant observation? Check!

The result was a massive Synthesis Illustration mapping how research feeds action for climate solutions, which participants could SEE AS IT GREW throughout the week on the conference website’s gallery, as well as via the link shared frequently in the chat box throughout the conference. 

So, what emerged as key themes for science and solutions for people and planet? Explore for yourself! For me, a theme I’ve hear not only at GCSE+Drawdown, is that for these solutions to work, it comes down to one thing: people working together. 

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?

Adobe Creative Campus Collaboration: Learning from creative educators and students how to nurture the “magician” in each potentially creative student. 

Filming a New Drawing Connections Video: Did you know that mosquitos are not native to Hawai’i? In the newest video with the NPS, I can’t wait to take you through a journey of endangered birds, avian malaria, and climate change. 

Natural Areas Strategic Vision: I’m delighted to finally be able to share this studio illustration created last year in partnership with the City of Greeley’s Natural Areas program, showing the history of the land, input from the community, and vision for the future.