Facilitation

Ways of Listening

Listening is one of those things that is consistently an area for growth in my life, both personally and professionally. I’ve written about listening tips before, and I feel fortunate that in my job it’s necessary to practice and hone my listening skills.  

For me, listening is a combination of presence, patience, staying open, authenticity, and trust. It is about being fully engaged and caring about another person, regardless of whether they’re part of your inner circle, or a presenter at a conference you’ve never met. By listening deeply, you are sharing with that person something incredibly valuable: your attention and therefore your energy.

As a graphic recorder, different situations call for different ways of listening. I have known this on a mostly subconscious level throughout my practice, however last month at the Visual Practice Workshop hosted by Kelvy Bird she shared some framing around listening that has shifted the way I approach the work for my clients.

“Levels of Scribing” from Generative Scribing by Kelvy Bird

“Levels of Scribing” from Generative Scribing by Kelvy Bird

Sometimes during rapid-fire presentations, what’s most important is to capture images that reflect the content to help people remember and engage with the ideas.

Other times it’s more important to be listening for context and how ideas relate to one another to illuminate systems or relationships.

And other times, often over longer periods of time, it’s most important to be with the group as they surface and reveal the “highest potentiality for the systems we serve”. This might be ideas that are fuzzy or still developing, or to be listening for what is not being said. This requires presence, a whole-body experience tuning into not only the mind but also intuition and empathy.

Something I love most about graphic recording is that I’m always learning, continually improving. It’s never boring, that’s for sure. And it’s also never perfect. But that’s the wonderful bit about being human, the imperfection keeps things interesting.

So here’s to practicing and deepening our listening 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, Karina

What kind of listening and visual capture can best serve your group?

Where in the World is ConverSketch?

medellin parrot.jpg

Medellín, Colombia: Next week I’ll be in Colombia for the Intergovernmental Science-Policy Platform on Biodiversity and Ecosystem Services (IPBES). I’ll be working with the Fellows to help them design the future of the program and how to work better intergenerationally as researchers. Looking forward to sharing updates!

The Wildfire Research (WiRē)Team Videos Go Live Tomorrow! This video series has been in the works since our kickoff workshop in November, 2016. A collaborative team of social scientists, fire researchers, practitioners and multiple agencies, find out how this team helps communities become more fire adapted (or what “fire adapted” even means!). Here’s the first one for you all as Early Bird subscribers!

The Difference Between a Graphic Recorder and Graphic Facilitator (and When to Use Them)

There’s something ironic about a field that prides itself in helping simplify complex information through visuals, but there’s confusion about what exactly to call ourselves. Some say “graphic recorder”, some say “graphic facilitator”, others use the word “scribe”. You may have even heard “infodoodler” or “sketch artist” or “that person over there who’s drawing really fast!”.

Of course there are countless processes, strategies, partnerships and ways of visually supporting teams. So, to help you try to navigate the Sea of Visual Jargon to figure out what you’re looking for, here’s a comparison of the ConverSketch definitions of two of my most requested services: graphic recording and graphic facilitation.

Graphic Recorder

As a graphic recorder, my main focus is live visual capture of content discussed or presented during an event. I have 1-2 planning calls with my client to understand their goals for including a graphic recorder, and to make sure I understand expectations. I’m a (mostly quiet) partner and resource to the facilitator running the meeting. During the event, my charts tend to have more illustrations than when I’m facilitating because that’s what I’m entirely focused on. A note here: although the word "facilitation" is not in the job title here, graphic recorders are often playing a very important role in the facilitation process, supporting groups and the "official" facilitator as a partner in a very unique and useful visual way. After the event, you keep the original drawings, I photograph and edit the digital images of the charts and send you a list of suggestions for how to leverage them tailored to you based on our conversations.

Graphic Facilitator

As a graphic facilitator, my relationship with the client is more involved because not only am I capturing key content visually during the event, I’m also working with you to design the process, facilitate the event, and make sure your next steps are clear. We have 3-5 planning calls (and a lot more emails) as we co-create an agenda that will help your group reach its’ goals, think about how to make the most of the visuals, and make sure the space will support the group to do their best thinking. I often spend lots of time preparing large-scale visual “templates” we can fill in together during the meeting (although not always, sometimes we start with a blank sheet too), and can create custom worksheets for the participants. And, because drawing can be such a powerful tool to clarify and deepen idea development, graphic facilitators might design activities and processes to get the participants drawing out their ideas to build shared understanding. During the meeting, I am facilitating the process, checking in to make sure we’re on track, and capturing content visually, but often these charts have more words than pictures as I’m balancing both the capture and guiding the discussion. Again, after the event you keep the original drawings, I photograph and edit the digital images of the charts and send you a list of suggestions for how to leverage them tailored to you, along with a short 1-2 page summary and suggested action steps.

Graphic Recorder or Graphic Facilitator.jpg

To make it even more interesting, some people use these terms interchangeably (i.e. they only use graphic facilitator even if they are solely focusing on visual capture), while others like me differentiate between the two. I think it's true that any sort of visual capture is a form of facilitation. Ultimately, I like to use the language that resonates with my clients and that they’ll remember, so yes, I do respond to “the artist”, “the graphic artist”, and “the woman with witty puns”. Again, these are only two options, but they can be confusing if you're new to visual lingo.

So, ask yourself, do you need a guide for the process? Or someone to focus entirely on visual capture? Both are useful in different situations. In the end, it’s important to have a conversation with the person you’re considering partnering with to be clear on expectations and to be sure you get set up for success!

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, Karina

Now that I know the difference, I’d like to talk more about…

Where in the World is ConverSketch?

bikablo hosted by conversketch

Last week I had the pleasure of being a partner and host for Frank and Carola, two trainers from Germany who teach the bikablo visual thinking method all over Europe. This summer, for the first time bikablo came to the US on an 8 stop tour, including Fort Collins. The training was a success, and we are looking into partnering for future training opportunities in Colorado! Thanks to the wonderful Wolverine Farm Letterpress & Publick House for the excellent venue!

Should You Hire a Graphic Recorder? Ask Yourself These Questions to Decide

As tempting as it is to impress upon you, my lovely readers, that really there’s never a bad time for a graphic recorder, some events and meetings are better suited than others to have visual support. So, to help you decide if bringing in a graphic recorder is a good idea, here are some guiding questions for you and your team:

What are my goals for this event?

Do you want to co-create a strategic plan? Brainstorm and prioritize new ideas? Bring together a new group and hope they leave as a team? Share the state of the science for your field?  If there’s complex information, you want to get a group on the same page, or keynote presentations that can inform future discussions, graphic recording is right for you.

It may not be a good fit if there will be back-to-back presentations with lots of slides and little or no time to discuss the content*, or you’re only looking to get caricatures of everyone on the team. A graphic recorder’s number one goal is to capture key content in a way that makes it more accessible to the group, which often means an illustration, but not always. And if there will be simultaneous sessions you want captured, then plan to hire a team of recorders.

*An exception would be if you plan to build on the content later.

Why am I considering a graphic recorder?

Do you want to engage people during technical discussions? To keep them collaborating after the event? To work through a complex challenge? To make your event or meeting stand out amongst a sea of others? Finding someone who has the right amount of technical understanding and can design work that will truly support the group as they move forward can be integral to the success of the group.

Will we need to look at or build on this later?

Graphic recording provides succinct maps of the conversation or presentations that are actually interesting to look at and build on. I also work with each of my clients to create a tailored list of suggestions for how to leverage the charts after the event. What action (if any) is desired after the event? How can you keep people engaged and motivated around the meeting ideas? How will people communicate what they’ve learned to those who weren’t there? Graphic recording can be an extremely powerful tool not only during, but long after the event when used well.

How well does this group know each other? Are they good at collaborating already, or are they newly formed? Is there history?

Graphic recording can be a power boost tool for established groups, and can be even more powerful for new groups just forming. When people see their ideas and know others in the group also see them, they feel heard, and move from thinking of it as “my idea” to “our ideas”. Facilitating this kind of collaborative thinking early on in the team’s existence can save time, build trust, and get things moving faster, even if there is “history” or “baggage” between some group members.

Am I looking for someone to design the process & be a neutral lead in the discussion too?

If so, you’re looking for a facilitator, which is great! Graphic recorders are wonderful team players and work well with facilitators to more deeply understand the process and create visuals to support the group.

should-i-hire-a-graphic-recorder-decision-chart

One more thing…

Keep in mind that if you’ve roped in a good graphic recorder, the sooner you engage with them in the meeting design process the better as we can help you figure out where in the agenda graphic recording can provide the most for your participants. Of course, we’re really flexible and good at adapting on the fly, so if it’s a last-minute decision, we can usually roll with it and still rock your world.

At this point, if you happen to be wondering what the difference between a graphic recorder and a graphic facilitator is, you’re in luck, because that’s what I’ll be writing about in a couple of weeks!

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

Cheers, Karina

Sounds like I could use a graphic recorder for my next event!

Where in the World is ConverSketch?

Bikablo – One More Spot!We’ve just opened one more spot for the 2-day immersive Bikablo Visual Facilitation training August 15-16 in Fort Collins, Colorado. Click here to find out more and register!

Bikablo – One More Spot!

We’ve just opened one more spot for the 2-day immersive Bikablo Visual Facilitation training August 15-16 in Fort Collins, Colorado. Click here to find out more and register!

The Cache la Poudre CanyonLast week I had the distinct pleasure of a new experience with my US Forest Service clients – I got to camp out with them before graphic facilitating a mostly-outdoors retreat! An inspiring and beautiful location can go a l…

The Cache la Poudre Canyon

Last week I had the distinct pleasure of a new experience with my US Forest Service clients – I got to camp out with them before graphic facilitating a mostly-outdoors retreat! An inspiring and beautiful location can go a long way for inspiring innovative and collaborative ideas!

Use These Techniques to Diffuse A Tense Scenario at Work (or at Home)

One of the exciting things about being a facilitator is that you get to work with people. And people are not always predictable, which may leave you in the midst of a conversation that heated up real quick, and all eyes are on YOU to see how you’ll handle the situation.

You’ve got to think quickly, act compassionately, and get the group back on track without saying something that will completely shut individuals or the group down. (And at this point your client is super pumped they made the savvy decision to bring in a facilitator for this meeting instead of having to be the one in the hot seat.)

What do you do? This week I’m sharing some tips from the lovely and talented Carrie Bennett on how to “Unload Loaded Language”.

  1. Stay calm!  This isn’t about you.  It’s your job to help people hear and understand one another, not weigh in on the merits of their ideas. 
  2. Dig through the negative to find what the person DOES want.  Buried in their statements is something even their “opponent” can probably support in some way (try to find the interest behind their position).  The more you know about the issues, the more easily you can do this but you don’t need to be an expert.  Listen for what’s important to people.
  3. Translate the loaded language into something more neutral. Try to preserve the interest and check back to get the speaker’s agreement before you go on.

Give it a try…how can you re-frame these statements to be more neutral?

  • Melanie is such a slob.  I can’t even work with her because I’m always having to clean up her messes.  I’m not her maid!
  • You know, these freeloaders aren’t even trying.  They’re just happy to live off the government and let the rest of us foot the bill.  If they really wanted a better life, they would get off their @$$*$ and get a job.
ConverSketch learn to draw unloading

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, Karina

Need a professional to help guide your group and unload things if they get spicy?

Where in the World is ConverSketch?

The first week of April we got to take some time off and float through Cataract Canyon in Utah. I love rafting because I get to disconnect completely, be present, and enjoy the beauty of the Canyon and my friends. I always try to sneak in a bit of p…

The first week of April we got to take some time off and float through Cataract Canyon in Utah. I love rafting because I get to disconnect completely, be present, and enjoy the beauty of the Canyon and my friends. I always try to sneak in a bit of plein air watercolor, and waiting for the shuttle was a perfect moment to do a quick sketch.

Since we got back from Cataract, it's been full on video production here at ConverSketch HQ. Here's the one I finished up last week -- and hopefully you'll get to see another one in the next post as well.

5 Insights from 5 Years in Business: Happy Birthday ConverSketch!

ConverSketch turns 5 tomorrow! I enjoyed reflecting last year on my top 4 Wisdom Nuggets from 4 Years, so this year it’s baaaaaaack as 5 Insights from 5 Years in Business.

1.       Trust yourself and the Universe. I’ve found through trial and error that trusting my gut instincts really is worthwhile. If you have a big or small decision to make, learning to trust your intuition can save you time and energy. If something doesn’t work out how you expected, try asking yourself “What can I learn from this?”

2.       Focus on what you want…Be very clear with yourself on this one, because I know from experience what I focus on is what I attract to myself. There is no right answer here. Some people want to work hard, hustle and build an enterprise. Some want a small business they can run from anywhere. Some people want the flexibility to work at 2 am when a stroke of brilliance strikes and not have to show up at 8 am. Whatever it is, be clear with yourself and others.

3.       …then actually DO it. Often it doesn’t take much time to get a significant amount done on a project. Research shows that checking email compulsively can actually have a negative impact on your IQ and creativity. I personally have found that not checking email first thing, and instead setting aside some morning time to do something creative, even if it’s only for 15 minutes, helps set the tone for the rest of the day. Dedicating a chunk of time to focus solely on one project without distractions, then giving yourself a mental break can help you get heaps done before noon! More on this and a tool I’m testing to help you in the next email (insert mental image of me rubbing hands together with anticipation).

4.       Be authentic. As a graphic facilitator, it can be easy to slip into an overly formal relationship with clients. I’ve found that being myself, cracking jokes while also honoring the vulnerability and dignity of the people I’m guiding through a process helps them be more real with each other and get more real work done. Please remember…YOU are a GIFT to this world. Nobody else can do the things you do the way you do them.

5.       Maintain an attitude of gratitude. I think this is foundational to the success of anything a person does. When I’m rooted in a space of appreciation, I find that’s when the Flow happens – creativity, business, generosity from others…The most beautiful thing is, there is no limit to the amount of gratitude you can feel and share!

I’m so grateful for each of you. I love reading your emails and reflections, answering other questions and sharing resources. Without you, my fabulous clients and conspirators, ConverSketch wouldn’t be much of anything!

Click on the image to see the larger version.

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, Karina

Ready for an authentic, trusting, action-oriented, gratitude-filled session of graphic recording?!
 

Where in the World is ConverSketch?

After Kenya, 2017 has been off to a rockin' start. I've had the pleasure of creating and implementing graphic facilitation processes for clients and taught a two-day intensive facilitation course for graduate students in natural resources here in Fort Collins. I'm also at varying stages of video production for the CSU Alumni Association, the National Park Service Climate Change Response Program, the WiRe wildfire research team and others. Next stop: San Diego!

Four Tools Guaranteed to Send Your Team into Decision-Making Bliss

I hope this finds all you folks in the US happy and rested after the Thanksgiving holiday.

My last newsletter focused on suspending judgement while brainstorming to facilitate innovation and creativity, with a promise to follow up this week with ideas to help you or your team make decisions and select the best ideas to move forward with. Okay, maybe you won’t end up completely blissed out if you use these ideas, but at least you’ll have a darn clear picture of what’s important to your team. Which is pretty much the same thing, right?

A graphic recorder can often visually reflect where there is energy or consensus in the group through the illustrations they create, but what if you don’t have a graphic recorder, or the group is having a difficult time deciding?

My first step is usually to have the group create Clusters. When brainstorming, I like to have participants write ideas on sticky notes – one per note – and post them on a wall. This makes it easy to move the ideas around into different themes or categories, which can then simplify or reduce the number of items you need to decide on or prioritize. Be sure to clearly delineate and name the clusters.

Great, now we have a ton of awesome clusters. What now? Now, my friend, you have options (ironic, more decisions for you to make).  Here are some of my favorite decision-making and prioritization techniques, in no particular order, and with endless opportunities to tweak to fit your needs or group.

1.       The Dot Vote: A Classic. Chances are, you’ve used this at least once in your life…If the words “dot vote” make you want to run screaming from the room or throw the device you’re reading this on against a wall, please move on to Idea 2 immediately. However, it’s used often for a reason; it’s quick, can be used in groups of all sizes, and forces people to make tough choices. I usually give people multiple dot stickers so they can give their votes some weight: if you really love an idea, put as many dots on it as you’d like. If you are interested in several, spread your dots around. The caveat is that dot voting might mean an idea that will more heavily affect a minority of the group might get overlooked, even with weighted dot voting.

2.       Five Finger Vote: A la OGSystems Visioneers. This is another quick, weighted voting technique. After generating a list of clusters or key ideas to vote on, discuss them to be sure participants understand each one. Go through them one by one and ask participants to hold up fingers for each as follows:

0: Strong Preference Against (could not accept this idea)

1: Preference Against (accepting this idea would be a compromise to better alternatives)

2: Casual Preference Against (could accept this idea, but other alternatives are just as good)

3: Casual Preference For (could accept this idea, no better alternatives)

4: Preference For (would support this idea, and not prefer another idea)

5: Strong Preference For (could not support another idea)

Count the total for each option – the idea with the highest number of votes is the winner.

3.       Selection Chart: Another Classic. When I need something more analytical and number oriented, creating a chart with options on the left column and criteria for ranking across the top can be useful. Decide on a scale for weight (i.e. 1-5, 5 being most important), and go through each option and give each criterion a number based on how important it is. Again, add up the scores for each option and you’ll get a winner and see distribution of importance. Bonus: You can do this individually first, then come together to discuss patterns or differences across the group.

4.       Decision Trees (for inspiration & humor try this one): A la Dan Roam. Start with an important question, such as “Is dropping our price a good option?”. From there, ask and draw another, related question like “Is our market price sensitive?” decide yes/no, and if yes, ask another question, such as “How is our price relative to our competitor?”. If no, try another option since price isn’t a factor. And so on.

Now get out there and make a blissful Selection Chart to decide which of these tools you’ll use next time your team needs to make a decision.

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, Karina

Need someone to help your team make some decisions...then actually move forward together? Click to get in touch about your next meeting or event that could use a touch of graphic recording magic.

Where in the World is ConverSketch?

I'm proud to announce a new explainer video is out in the world thanks to the new One Health Institute at Colorado State University! Click the image above to learn how CSU's Dr. John Spencer is partnering with researchers and practitioners in Brazil to work toward ending leprosy!