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.  

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.

Here’s How to Channel That Inner Creative Kid

Do you ever feel like you can’t draw? I felt that way too. In fact, I dropped my art degree in college because I didn’t think I was “good enough”. 

On a recent graphic recording job, someone remarked “I wish I could draw like that!” and I replied, as I almost always do, “anyone can draw!”. You might roll your eyes at me, but roll with me for a sentence or two.

When you were a kid and someone gave you paper and markers and said “go for it”, that’s exactly what you’d do, right? Those papers would be covered in stories, made up worlds, families! Then…something changes along the way and you start to doubt. And draw less. And less. 

You (probably) wouldn’t run a marathon without training, right?

Why on earth would we expect ourselves to be excellent at something we don’t allow ourselves to practice?

The generous and talented late Howard Ikemoto put it better:

“When my daughter was about seven years old, she asked me one day what I did at work. I told her I worked at the college- that my job was to teach people how to draw. She stared back at me, incredulous, and said, ‘You mean they forget?’”

— Howard Ikemoto

So give yourself a chance. A blank piece of paper can be intimidating. To get over that, you can cut straight to the chase and make a title in the center of the page, or start with making some marks in the corners, playfully, that loosen you up. Here’s a blog post where I show another fun way to get used to making marks on blank pieces of paper.

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 teaching a workshop…today! This morning (CO time) I’m sharing my insights and practices for email marketing with my colleagues for the International Forum of Visual Practitioners - here’s a snippet of the outline I’m going to be working through with participants.

Adobe Creative Campus: Not only did I get to illustrate the presentations and key ideas from the Creative Campus Collaboration, I also got to design some swag for the participants – check out this tote and tumbler! The team at Adobe also crushed it and had this page highlighting the graphics and sound bites put together by the end of the day.

Denver: An in-person job – hooray! Working on paper and with chalks to support higher education executives and CIOs discussing how to support students in a digital age.

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!

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. 

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. 

What Seeds Are You Planting? A Custom Reflection for You!

The seasons are changing.

It feels miraculous every year when we see small shoots of bright green poking up through the soil. 

It also feels like we can see the light at the end of the covid tunnel here in Colorado with more and more folks getting vaccinated.

As things return to more normal, it may feel like the pace of life will pick up (or maybe it already feels fast to you as we’ve adapted to remote work and the new patterns that has brought). 

As we’re shifting seasonally, this can be a moment to think intentionally about what’s next for you. Here’s a visual template to take a few minutes to reflect, which I’ve found to be incredibly powerful as a business owner, especially when things feel like they’re moving quickly.

RIGHT CLICK ON THE IMAGE TO DOWNLOAD

Right click to download and print!

Right click to download and print!

If this doesn’t serve you – that’s okay too! You do you. Here are the questions:

• What seeds do you want to plant now that will sprout and grow this year? 

• What have your roots quietly been up to beneath the soil and frost of the winter? What are things that aren’t visible yet, but are forming who you are and want to be? What keeps you nourished or gives you strength?

• What does it look like to nurture those roots so that as they wake up, you can bloom this year? What do you need to do for yourself?

Together, we have weathered some big storms this year. And you already know, weather patterns in spring are anything but stable – there’s bound to be another snow or cold snap this season. And as more of us are getting vaccinated and feeling more confident to see those we care about, there’s almost certainly something unexpected in our future we’ll need to shift around. 

And we know we can! 

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, 

If this reflection resonates for you, let’s connect to talk about designing custom processes and visuals for you or your team.

Where in the Virtual World is ConverSketch?

Pacific Northwest Fire Science Symposium: Helping co-design and co-facilitate a 3-day symposium for Burn Bosses and other Fire Science professionals across the US Forest Service and partner organizations. We used Mural to collectively share and reflect resources and ideas throughout the week. 

Community Outreach: With a non-profit client looking to redevelop an outdated building to better serve their own community, and the folks in the neighborhood. We used Jamboards to explore options, concerns, and build consensus around what makes sense as the project moves forward!

Head’s Up: Time Out of the Office in Late April. I’ll be out from April 19-30 spending time in nature on rivers and will not be checking my email or phone regularly during that time. Thanks in advance for your patience on communication!

Your WFH Refresh

By now, you’re all WFH (Work From Home) pros, figuring out systems that work for you. Kid/dog busts in during a zoom meeting? You’ve got a virtual background for that. Video call fatigue? You’ve got a stockpile of great questions to reenergize the group in breakout rooms. 

That being said, covid is testing our limits, and it’s challenging. As the northern hemisphere is heading into winter with longer nights and more time indoors, the struggle can most definitely be real. 

Lately, I’ve been digging back into these tips to help myself stay focused when I need to, and remind myself to take breaks to maintain my sanity.

So it’s a Graphic Facilitator’s WFH Tips remix this week! The timer has been especially clutch to help me back away slowly from news websites and drop into a focused space to work on what matters – projects with you all! 

Click through the gallery to see each image larger.

What are your best tips for working from home? If you don’t see yours below, send me a note and it might make it into Part III!

And remember, most of all, no matter what, you’re doing it. You’re a bright and valued person, you are loved, and you are doing the best you can. Thank you for what you do to make this world a better place!

Cheers, 

Where in the Virtual World is ConverSketch?

Alabama-Coushatta Tribe: Mapping out the priorities, needs, and opportunities of the Tribal Council.

Denver Housing Authority: Visually facilitating the first of three virtual retreat meetings focused on creating connections and a shared vision while working remotely. We mapped the team on the Enneagram circle using Google Jamboard to work collaboratively in real-time to reflect and learn about each other!

Studio Reveal: Hiring Barriers and Biases. Over the past few weeks, I collaborated with a team at the US Fish and Wildlife Service (FWS) to visually map the challenges to BIPOC in applying for and getting hired at the agency. I’m looking forward to seeing how the shifts this team identified can create a more welcoming and inclusive environment!

YOU Can Prevent Your Coworkers from Becoming Zoom Zombies!

Alright folks, time for some real talk.

We’re likely all experiencing the mixed blessing that is remote video meeting platforms. I mean, according to the company, Zoom’s daily users grew to more than 200 million in March from a previous maximum total of 10 million!

Here’s a personal example: One of my friends who happens to be a bosswoman told me she had 34 meetings scheduled last week. That’s pretty much 7 meetings a day for 5 days!

Let’s let that sink in.

On top of the other stresses each of us is figuring out how to navigate (I’m looking at you, Uncertainty!), all of a sudden, our days are filled with video calls which are exhausting. Tell me they’re less exhausting than a normal meeting. Go on.

Jocelyn K. Glei frames a solution in a simple mindset shift: If we think of the time in our calendar that is scheduled as the productive time, we find our calendars filled up with meetings and calls. HOWEVER, to do the creative, meaningful work we want to, we must preserve time outside of meetings. She calls this applying white space to the calendar. And here’s my take on how to practice inviting in white space in various ways.

White Space in Your Calendar to Get Stuff Done: Simple in concept, difficult in practice.

So, what tools do we have to create space and help us avoid Meeting Overload, and these days, Zoom Zombiedom? In classic facilitator fashion, have I got some questions for you!

Here are 3 questions to ask yourself to help you decide if you REALLY do need a meeting:

• Is there a key person I can call to have this conversation/make a decision instead of holding a meeting?

• Does the meeting have clear goals? If not, create them or don’t have it! Clear goals allows for more action, and more time between follow-up meetings.

• Do your goals require real-time conversation to achieve? What other tools could you use to share or receive the same information?

And for those of you who have cancelled or rescheduled a larger event, here are some process questions(from So You Want to Host a Web Meeting to help your planning team make the best decision about whether to take your event online.

Larger Event (or smaller one too if you’

• The meeting is important to the work, life, and interests of the people interested. We know this because ______. (Give evidence. Is it important because it’s mission critical? Because someone in charge said so? Be specific and concrete! Take participants’ perspectives into account)

• By the end of the meeting we (conveners and participants) will have ______. (Describe what will have happened in as much detail as possible, using STRONG action verbs - “heard” is not one!)

• The reasons this meeting should be held online is ______. (Probably because of COVID-19. Be clear why it is a good or not so good option.)

• If we didn’t have this meeting, _______ will happen. (If there isn’t a good reason for the meeting, don’t have it!)

My final bonus recommendation for those meetings you DO decide are absolutely necessary: Take pauses regularly to breathe, even if it’s just for 30 seconds.

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? At home! I hope you are too :)

This digital real-time graphic is from Arizona State University’s Public Service Academy’s Virtual Design Conference last week. Leadership shared how the program prepares the next generation of public service professionals for real-world solution seeking.

I’m partnering with USDA Agricultural Research Service (ARS) on a series of virtual meetings leading up to an in-person event. This diverse team of researchers is co-creating a vision for agricultural water resources for the next 30 years.

I got to collaborate with the US Fish and Wildlife Service in February on their social science summit, and the folks I worked with liked my Work From Home tips so much, they asked to share them on their internal site! Can you spot the ConverSketches above?

If you’re also finding yourself on more video calls than ever before and need a way to keep participants focused and anchored to their shared story, let’s explore how to leverage digital graphic recording or remote facilitation for you!

Many Groups, One Facilitator? Here’s How to Guarantee Great Breakout Notes

Hey folks! I’m writing you from Central Washington. I’m here to graphic record for a workshop convened by a team of wildfire researchers I’ve been creating a series of videos for – I’m hoping this deep dive with stakeholders in the community leads to some interesting dimensions in the final video of their series!

There will be several breakout sessions, so to support the groups visually, I worked with the facilitation team to develop a series of templates to fill in. Here’s where they really shine:

• They keep the visual aesthetic of the entire meeting similar – everything is custom and hand-drawn.

• When each group has the same key questions to answer, we ensure that the information shared back to the group is focused and at the right level of detail to move the group toward meeting goals.

You don’t have to be a master painter to create a useful template – check out these other examples from graphic facilitation clients I’ve created recently.

Want to guarantee the notes from your next breakout group are top notch?

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?

Wenatchee, Washington: Working with US Forest Service wildfire researchers, social scientists, and local fire stakeholders to share findings and ensure research is providing useful and actionable information for local practitioners.

Fort Collins, Colorado: Graphically facilitating a retreat for the City Natural Areas citizen advisory board focused on visioning for the future. Here’s a template individuals filled out then shared with partners.



Chicago, Illinois: For some professional development to improve my digital graphic recording skills to broaden the remote services I can provide and enrich in-person digital work. Here’s a photo of some street art I played with during an exercise in the course. I HIGHLY recommend Raquel’s workshops!