graphic facilitation training

We Had A Kickass Retreat. Now What Do We Do with Those Drawings?

You pulled it off.

The right people in the room, excellent process design, a location that stimulated creativity and collaboration, excellent food. You even had a graphic recorder visually capture the conversations for you, which captivated participants and helped them see connections and build ownership of the ideas generated. The retreat. Was. Amazing. Everyone left feeling energized, with clear direction and shared understanding about where you’re headed and why.

Now what?

Aside from a cold beverage to celebrate pulling off such a stellar event, you know that you’ve got to figure out a way to keep participants motivated and energized after the retreat. How can you make sure they don’t get distracted with the day-to-day urgency of their work, and are able to keep the clear vision and energy front-of-mind?

Lucky for you, when the retreat is over, my job isn’t. The visual charts that are created are incredibly useful during, and also after the event. That’s why I create a custom list of suggestions to use the charts after the event, tailored to each of my clients’ needs and goals.  

And today I’m going to give you a sneak peek into what goes into them. A huge shout out to Lisa Arora for the framework I’m about to share.

4 P's of using a graphic recording chart after the event

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

Want to get more ideas for how to use your charts after an event? Let’s put your visual meeting notes into action for your organization!

Cheers!

Where in the World is ConverSketch?

In the Studio: Filming videos for the National Park Service and US Forest Service about climate change and wildfire risk planning. Things are heating up around here!

In the Studio: Filming videos for the National Park Service and US Forest Service about climate change and wildfire risk planning. Things are heating up around here!

Albuquerque: To graphic record for a women’s health mentorship program. Looking forward to cactus and desert vibes.

Albuquerque: To graphic record for a women’s health mentorship program. Looking forward to cactus and desert vibes.

My Biggest Takeaway from a Workshop in Visual Practice Might Surprise You. It Sure Surprised Me.

As a visual practitioner, I attend a LOT of meetings and workshops. Last week I flipped from business-as-usual (I mean, as usual as it can be for a visual practitioner) to step into a workshop as a participant rather than facilitator or recorder.

Hosted by Kelvy Bird and Alfredo Carlo, I found myself surrounded with people who I consider thought leaders and experts in the field. Over the course of a few days, I’ve begun to make a profound shift in the way I approach this work, and on a deeper level, provided conditions for me to examine how I show up in this world and what that means for the work I do for my clients.

The Visual Practice Workshop exceeded my expectations and pushed me to think more critically than I have in a long time, which means it’s going to take more than the couple of days I’ve had to process. I expect that what I’ve learned will be infused in these emails/posts moving forward, and I’m excited to catch and ride this wave of learning and pushing myself.

Most of all, I’m looking forward to what the things I’ve learned and explored this week mean for my clients. Applying new models to facilitate understanding of the group and their ideas, moving into a deeper practice of partnership with my clients, and cultivating/holding awareness in and around my groups are filling my mind and heart with potential.

For now, what has settled in most deeply is the power of Breathing. Probably not what you were expecting, right? Me either – life is funny that way.

ConverSKETCHes_2_Breath.jpg

Whether it’s taking a deep breath at the beginning of a session I’m scribing to truly listen to the bigger message before jumping in, or taking a deep breath to allow myself the time and space to think at a more systemic level about ConverSketch or the challenges my clients are tackling, or reflecting on the cyclical nature of systems and what we can learn from them. There is much to learn from breath and I’m ready to dive in with you!

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

Cheers, Karina

Interested in testing out how to apply some new approaches to this work?

Where in the World is ConverSketch?

 

Phoenix, Arizona: Last week before heading to Portland, I spent the day with the ASU Technology leadership team to continue supporting them as they build their organizational culture.

Phoenix, Arizona: Last week before heading to Portland, I spent the day with the ASU Technology leadership team to continue supporting them as they build their organizational culture.

Illustrated video for NPS: Today I’m in the studio for the National Park Service filming another public service announcement about how to fish smart and be healthy. You can watch the other finished PSA’s here.

Illustrated video for NPS: Today I’m in the studio for the National Park Service filming another public service announcement about how to fish smart and be healthy. You can watch the other finished PSA’s here.

Here's What A Successful Illustrated Video Partnership Looks Like

Since the birth of the RSA videos for TED talks, illustrated videos have become ever-more popular to explain everything from complex science topics to why the viewer should hire a particular business.

Videos range in detail, quality, style and effectiveness. They’re a solid investment, which is why I’ve outlined some keys to making sure you make the most of your illustrated video partner. You can also read about how to get the most out of working with a graphic recorder here, and what the video making process looks like here.

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Know Your Purpose. This is the most important key to a successful video. If you don’t know exactly what you’re asking viewers to do as a result to seeing your video, make that a priority before moving forward. A call to action might be asking them to contact you or your organization, maybe it’s to educate them and encourage them to find out more about a subject, or to enroll in your program. Maybe it’s to consider adopting a new or different behavior. Whatever it is, make sure that is clear to everyone involved and that whenever you need to make decisions, you come back to this purpose.

Know Your Audience. Second only to knowing your purpose, knowing WHO it is you want to see this information is paramount. It’s SO tempting to say “My audience is everyone!” or “The ‘general public’”. However, it’s been proven time and again that if you’re talking to everyone, you’re connecting with no-one. In other words, when you have a specific group in mind, and you tailor your message to what matters most to them, the likelihood of getting them to respond to your Call to Action increases significantly. It’s really flipping hard. You to think about things from THEIR perspective, not what you think they want. Why should they care? What matters most to them? I work with you to understand this, and craft a story around it to resonate with your audience and make them want to know more.

Be Clear About Expectations. This include details like time frame, number of drafts and revisions agreed to, who needs to be involved in revisions, video length (for the love of all that is focused, get it to 2 minutes or less), what services you’re seeking and what your team will provide. For example, in my contracts I include 2 rounds of revisions to the storyboard, and one round of tweaks to the rough cut once I’ve filmed. I can be involved throughout the entire process and deliver a full-fledged final video, or do the storyboarding, illustration and filming, then hand off the files to your team to finish up.

Understand All the Moving Parts. Just as it’s important to make sure you’re clear on the video process, realizing all the different ingredients can help you know what you can provide and what you need in the package provided by your video making partner. Aside from the script, the storyboard and then final illustrations, the background music and voice over narration have a profound impact on the tone and energy your video has. Taking the time to engage with the right voice talent and select an appropriate music track contributes to your video’s 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

I see that sparkle in your eye…the one that means you’ve got a story to tell. Go ahead, click that button down there…

Where in the World ISN’T ConverSketch? (it’s been a busy week)

Filming & Editing One of Those Sweet Videos You Just Read About!

The Western US has been dealing with juuuust a couple of little wildfires this season. I’ve been working with a team of scientists and practitioners at the Rocky Mountain Research Station to develop a video series about helping communities become mo…

The Western US has been dealing with juuuust a couple of little wildfires this season. I’ve been working with a team of scientists and practitioners at the Rocky Mountain Research Station to develop a video series about helping communities become more adapted to wildfire. Video number two got filmed this week!

Graphic Facilitation in Maryland with the Board of Melwood

Melwood is a non-profit organization that trains and supports people with differing abilities to do work in landscaping, horticultural, and custodial work, as well as providing therapy and other services. We spent two days on the Chesapeake Bay bein…

Melwood is a non-profit organization that trains and supports people with differing abilities to do work in landscaping, horticultural, and custodial work, as well as providing therapy and other services. We spent two days on the Chesapeake Bay being inspired by speakers and discussing the future and priorities for Melwood in the next five years.

A Little Giving Back in Berthoud …

Although I'm particular about the ways I give back, infusing visual thinking and note-taking in schools is something I support. So,  last week I spent a day in the Library at Berthoud High School sharing the basics of visual note-taking with st…

Although I'm particular about the ways I give back, infusing visual thinking and note-taking in schools is something I support. So,  last week I spent a day in the Library at Berthoud High School sharing the basics of visual note-taking with students of all ages. As you can imagine, by the end, I felt exhausted, and also energized by their enthusiasm and laughter seeing that doodling can be useful. Big shout out to Carin Barrett for making it happen!

…And a Little More Giving Back for Public Lands

Here’s a digital video I created as a donation to the Outdoor Alliance, an organization that does work I deeply care about: protecting our public lands from being privatized. As an American citizen, all public lands are YOURS, you have a right to enjoy them! Here’s a quick video explaining public lands and actions you can take to support them.

Systems Thinking with the One Health Fellows

I’ve loved being a partner to the One Health Institute at CSU, and on Saturday the first cohort of Fellows gathered to begin their five year journey together. I am looking forward to seeing how their trans-disciplinary work moves One Health forward.

I’ve loved being a partner to the One Health Institute at CSU, and on Saturday the first cohort of Fellows gathered to begin their five year journey together. I am looking forward to seeing how their trans-disciplinary work moves One Health forward.

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!

How to Make the Most of Meetings

No matter who you are or where you work, you go to meetings. There is a spectrum of how you feel about meetings. It looks like this:

graphic-recording-feelings-about-meetings-spectrum

My goal with this post is to move you, at least a little, from the eel side to the OMG side of things by sharing some tips on how to make your meetings effective, useful, and fun.

Purpose.

  • Always have a clear goal or purpose for the meeting, and make sure everyone knows.
  • Always have an agenda (even if it’s just “5-minute update from both teams”). Again, make sure everyone knows.

Timing.

  • Create an expectation that meetings start and end on time, and stick to it.
  • Limit meetings to 30 minutes and see what you can actually do with that focused time.
  • Start meetings at an unusual time, like 1:36 pm.
  • How do you make sure to stay on time? Read on…

Technology.

  • Place a Phone Basket by the door and have everyone, including leadership, put their phones in there.

Consequences.

  • To ensure these guidelines are respected, institute consequences – positive or negative – for behaviors that support or undermine being on time.
  • For example, if you’re late, do 10 pushups for every late minute or you have to sing a song in front of the group.
  • If you are the reason a meeting goes long, you have to buy a round of drinks for everyone, or bring coffee for everyone next time.
  • If a phone rings during the meeting, the person needs to make a donation to a non-profit of choice.

Bring in a graphic recorder or graphic facilitator.

  • Your team will be able to wade through complexity more quickly and easily by seeing the conversation take place in front of them.
  • People stay engaged and better remember key ideas from the meeting.
  • Seeking connections and working collaboratively become second nature to the group.
  • Having a tangible map of what was achieved helps keep people focused and action-oriented after the meeting is over.

To me, the key for success here is building these behaviors and expectations into the organization’s culture.

graphic-recording-how-to-make-meetings-beter

For more great tips on effective meetings, read this article from Fast Company.

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

Interested in hosting the most interesting meetings in the world?

Where in the World is ConverSketch?

This week I’m out East in the DC area with the NSA again. We’re talking leadership, resiliency, and management styles and how to help teams work better together.

This week I’m out East in the DC area with the NSA again. We’re talking leadership, resiliency, and management styles and how to help teams work better together.

It's Coming...Bikablo + ConverSketch Graphic Facilitation Training!

Good morning!

I’m going to start off today’s email with a special announcement! This is something that’s never happened in the United States before. Something that could completely change the way you think about how you work: 

I’m hosting a 2-day graphic recording training with Bikablo®!

This summer, for 2 whole days, two very talented people from the German-based graphic facilitation training company Bikablo will be right here in Fort Collins teaching 14 lucky participants their Visual Ninja Secrets! Bikablo has been training people across Europe to be better visual communicators for over 15 years. I’m really excited because we are tailoring the session to our participants by designing time to think about how you can bring what you’re learning back to your job and life.

This is the perfect training for anyone, whether you’re a professional artist or feel “artistically challenged”. For people who shudder at the idea of drawing in front of people (gasp!) – Frank and Carola will start us off with the very basics. If you’re a practiced illustrator, learn how to leverage your skills to work fast and support groups to do their best thinking.

Spots are already filling up, so click on that nice button and get yourself signed up today!

Curious about their methods? Here’s my take on the Bikablo way to draw a light bulb:

Where in the World is ConverSketch?

This week I’m so grateful to be re-charging in the desert with a week-long rafting trip in Cataract Canyon. You all know I believe balance is the key to successfully and whole-heartedly running a business, and that nature is at the heart of my creative wellspring. I’ll hope to share some watercolors from the Canyon next time…but for now I’m delighted to share a highlight reel from the Gates booth at ConEXPO earlier this month. Although it’s not only about the graphic recording, you’ll get a chance to see me in action getting to meet awesome expo attendees from around the world and illustrating their ideas right before their eyes! A win-win – Gates got some great on-the-ground market research data, and attendees saw their ideas come to life – something completely different than anything else at the 130,000-person Expo!