How to Manage Uncertainty and Adapt on the Fly: Five Remote Meeting Strategies You Can Implement Today

How are you all doing? I hope this email finds you and your loved ones safe, healthy, and making time for a few deep breaths. Be gentle with yourselves, have as much fun as you can, and let me know if there’s anything I can do to help you as we navigate this wild time.

Speaking of wild, it’s hard to imagine that a month ago, I was at the third annual ShapingEDU Unconference at Arizona State University. We all know how rapidly the COVID situation has been evolving, and though we had initially expected over 200 invite-only participants to join us at ASU, around 50 folks made it in person with many more joining remotely from around the world.

Karina graphic recording in person at Arizona State University - ShapingEDU Day 1

However, after first full day the organizing team made some difficult decisions. Ultimately, they decided to shift to a fully remote meeting for the final half day of the Unconference.  

That’s right: On Thursday the Unconference was blended in-person and online, and on Friday morning, all participants were fully remote. Without missing a beat, this remarkable group kept co-creating together – we weren’t going to lose the opportunity!

Screen sharing in Zoom, graphic recording on my iPad (behind my shoulder) - ShapingEDU Day 2

So, what made it possible for this group to pivot and adapt so quickly? How can your team learn from ShapingEDU?

Here are five observations as to what enabled this agile Unconference to remain successful despite unprecedented hurdles, that you can learn from and implement today!

1. The group was already used to blended learning – we meet regularly for webinars throughout the year between Unconferences to keep the work going.

   What you can do: Take some time to make sure your people are comfortable with the platform you’re using and make support accessible. Practice often!

2. We had a killer tech team supporting the whole event – streaming multiple cameras to Zoom, using mics so remote participants could hear, and a team of people monitoring the chat and Slack channels to answer questions and help with technical issues.

   What you can do: Have someone designated to help you run your remote meeting and be clear on expectations and roles for the two of you. Who will guide the conversation? Keep time? Monitor the chat? Even if it’s just you, think about how you can set expectations and build in time during the call to check on the chat, answer questions, and provide support.

3. Organizers communicated changes clearly and transparently – they were swift to share updates and how to continue participating. They leveraged multiple avenues for sharing how and when to stay involved, and kept it simple.

   What you can do: Have templates prepared ahead of time for various scenarios that might emerge. Post language for different outlets in a Google Doc that’s shared so your team all has the same info, and have a plan for who will make sure it’s shared where.

4. Graphic facilitation was leveraged in-person and remotely to provide continuity and engagement – at ASU, we created towers with boards on-site and live-streamed visuals to remote participants, and when we moved remotely, we shifted to screen sharing digitally created graphic notes. Watching the literal shape of the report outs emerge kept participants interested and helps catch people back up on the most important ideas, even if they do need to step away for a bit.

   What you can do: Partner with a graphic recorder before your remote meeting to brainstorm ways to leverage visuals to minimize the temptation of multi-tasking, keep track of many ideas, and build a shared picture of the conversation.

5. There was continuity throughout and after the Unconference -- from live to online sessions to continuing to work remotely between Unconferences, the ShapingEDU team knows that the visuals provide a solid foundation for building on ideas over time. They were sure to make the most of the graphics created during the Unconference in a follow up email (see below) with a clear call to action for next steps sparked memories and kept the community engaged even afterwards.

   What you can do: Create a communication strategy with a clear summary of the event and next steps for action from participants. Work with your graphic recorder so you’ve got visually engaging content that helps transport participants back to the ideas shared during the meeting, and carries the key ideas forward.

The follow up email after ShapingEDU 2020.

While meeting online often means lowering expectations for what is doable, you don’t have to sacrifice everything. Let’s explore how to leverage digital graphic recording or remote facilitation for you!

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?

Staying Home Even though live events have been cancelled for the next few weeks, I’m always impressed with how my clients adapt and innovate on the fly, and I’ve been digital graphic recording live for remote meetings.

How Can I Use the Graphics After an Event? In January I supported the National Council for Science and the Environment (NCSE) during their annual conference in DC. They’ve just released the conference re-cap website packed with videos, Tweets, and highlighting interactive pieces of the conference. You can see how they wove in the graphics in multiple ways – here are the Sights and Sounds of NCSE, the Experience Wall in Engagement with Purpose, and a full Graphic Recording Gallery.

For another perspective on how ShapingEDU pivoted on the fly and a couple of shots of me working at ASU, you can read the one and only Paul Signorelli’s blog about it here.

Concerned About COVID-19? Instead of Canceling Your Event, Consider This

If you’re planning an event, you’ve probably been following the news around COVID-19 very closely, weighing options, and building backup plans. First and foremost, I hope you are healthy, and I’m sending strength to those who have loved ones who are sick. For a list of resources for updates and guidelines for gatherings from the WHO and CDC, scroll on down to the bottom.

Working with planning teams and event organizers as a graphic recorder, I first want to say YOU’VE GOT THIS! The amount of work that goes on behind the scenes to pull ANY event or meeting off is immense, and adding uncertainty of any kind creates more work and potentially more stress.

With shifting travel advisories and varying individual risk tolerances for travel, should you postpone or even cancel your event?

NOT NECESSARILY!

Let’s be clear. I’m NOT advocating for unsafe travel or putting people at risk.

Instead, consider holding the meeting remotely to ensure your participants are safe and healthy! Here’s an excellent resource for tips and tools for remote meetings and events as well.

You might be thinking at this point “Sounds great on paper, Karina, but we all know how easy it can be to get distracted while working or convening remotely.” I agree – it’s wildly tempting to be multi-tasking on a video call.

So, how to keep participants glued to their screens and following what’s going on?

Partner with a graphic recorder.

We can work digitally and share screens to show the visual notes unfolding in real-time on the remote meeting platform, or set up a camera on paper and boards to build colorful walls that can be sent to the convening organization after the event to display in your office and share with people at the next in-person meeting.

AND WASH YOUR HANDS!!!

Resources and Updates on COVID-19 from the World Health Organization (WHO) and the Centers for Disease Control (CDC). Huge thanks to the International Forum of Visual Practitioners for compiling the great resources!

• A live-tracker of the spread of the disease from Johns Hopkins University

• WHO: World Health Organization:  

  • Planning recommendations for Mass Gatherings

  • Basic protective measures 

  • WHO's rolling updates on coronavirus disease (COVID-19)

• CDC: The Center for Disease Control

  • COVID-19 information page

  • The CDC’s recommendations for traveling

  • The CDC's interim guidance for planning mass gatherings or large community events

• A Joint Statement on Tourism and COVID-19 - UNWTO and WHO Call for Responsibility and Coordination

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?

Phoenix & Tucson, AZ: Working with the State of Arizona’s HIV Prevention Program to capture ideas and stories on how to end the HIV epidemic. To say I was humbled is an understatement – from LGBTQ youth to trans communities to African American communities, it was an honor to listen and be part of these listening sessions.

Fort Collins, CO: Facilitating collaborative discussions around river health across departments within our City’s government. This is our backyard river, and one I love dearly, so I’m looking forward to seeing how different departments can work together!

Phoenix, AZ: I’m headed back to Arizona this week for the Third ShapingEDU Unconference hosted by Arizona State University. I am so excited to be part of this dynamic, innovative community building better learning futures for students. Here’s the Summary Illustration of the 10 Actions and Areas the community has developed guiding this work.

5 Surprising Ways to Partner with a GR to Create Ripples of Impact Before, During and After Your Event

One of the things I love about partnering with you, my stunning clients, is helping create customized experiences at events beyond visual notes. Here are some ideas for how to make the most out of working with your graphic recorder before, during, and after your next event!

Prior to the Event

Take some time to talk with your graphic recorder about ways to brand the event. While I DO NOT consider myself a logo designer, I do enjoy creating fun sketches that can be used for name tags and posters. A few new ideas I co-developed with the Fish and Wildlife Service last week included printing the sketch on the covers of notebooks, as well as the Powerpoint template for the event. AND T-SHIRTS!

You can also work with your graphic recorder to design custom illustrated worksheets for participants. These are especially useful in breakouts, or as an accountability tool for everyone to walk away with.

During the Event

If your graphic recorder is comfortable, make the most of their unique perspective by having them walk the group through the graphics they’ve created. I love doing this at the end of each day, or just before a final synthesis session so everyone refreshes themselves on the massive amount of work done, key ideas, and can use the charts as references to build on. V important - ask them ahead of time so they are mentally prepared to do this well!

Even better, co-present WITH your graphic recorder – last week one of the core team members developed a beautiful PowerPoint summary of their key takeaways while participants were in breakout groups. We tag-teamed walking the group through my charts each sharing themes we observed, and the participants got to soak in our different perspectives (and wacky humor) to reflect and build on the ideas.

Post Event

Ask your graphic recorder how you might continue leveraging the work they created moving forward. This might include simply sharing the digitized charts with participants, or could be a thoughtful follow-up email or social media campaign.

Another excellent add-on service is a summary illustration to distill the work into a communication tool that leadership or participants can share with people who didn’t attend, share online, and use in future meetings to spark memories of key ideas.

Are you ready to partner with a graphic recorder to make your event extra special?

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?

Shepherdstown, WV: With the US Fish and Wildlife Service at the National Conservation Training Center creating a strategy to support their conservation work with effective social science. With a master’s degree in environmental communication, it was fun to have a deep understanding of content and connection with participants.

Minneapolis, MN: With chiropractors at Northwestern Health Sciences University’s Homecoming event. Not only did I learn about the history and future of chiropractic, I also got to graphic record in the Sea Life Aquarium next to the stingrays!

Loveland, CO: At Bill Reed Middle School infusing visual notes into classrooms! These 8th Graders rocked at visualizing the Bill of Rights!

Rooted in Green Practices: ConverSketch’s Sustainability Philosophy

Since I was a child, natural places have always been a core piece of who I am and what I value. It’s only natural (heh) that sustainability and environmentally-conscious decisions have permeated ConverSketch since it’s business childhood. Since the business was born while I was finishing my master’s degree in environmental communication focusing on climate change, I love that many of my clients are in the sustainability and natural resource field, with work that makes the world a better place.

So, I figured its high time I shared a few of the ways that I embody my value of sustainability in the work as a graphic recorder and facilitator. Workshops can be resource-intensive, and I’ve made some intentional choices about materials, medium, and travel to align with my values.

• Carbon Offsets: Each trip is calculated through Native Energy, a carbon offset company that’s approved of by the Sierra Club.

• Refillable Markers from Neuland mean I’ve had the same marker bodies since 2012 when ConverSketch began. You can even replace the tips to keep them fresh!

• Digital Graphic Recording: An option that means no paper products nor markers used – all drawings are captured via iPad and projected up on screens for participants to enjoy!

• Falconboard: Recyclable alternative to foam boards, these mean I can still provide “analog” graphic recording with markers and boards or responsibly-sourced paper.

• Reusable Wooden Stands (or Easels): To prop the boards up to be free-standing and easy to move.

• Everyday Lifestyle Choices: I always keep a set of reusable wooden utensils in my purse to avoid single-use plastic utensils, and when I can, I ride my bike to local meetings and events, as well as growing veggies in the summer and raising hens for fresh eggs. Boy, those birds are happy!

Want more tips on plastic-free living and good environmental news? Check out the wildly talented Sarah Uhl and sign up for her monthly newsletter for quality content!

Ready for some evergreen drawings to keep your ideas and planning sustainable long-term?

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

Cheers,

Where in the World is ConverSketch?

Fort Worth, Texas: At an eye care digital summit. We spent the week building relationships across a global team, clarifying goals, strategies, and how to differentiate in the market. Although I can’t share specific content, I was able to work in some sea life with extra-special vision.

Nail these 2020 Event Trends by Partnering with a Graphic Facilitator

Many of you amazing people know what it takes to put on an event, and I tip my hat to every single one of you!

When I read this list of trends for events in 2020 from top event planners, I couldn’t help but come back to how graphic facilitation fits and enhances almost every one!

For example, an Experience Wall where the graphic recorder is gathering stories and responses to key questions over the course of the event provides “Experiential, focused not only on traditional objectives such as education and networking, but also on making attendees part of the event and providing them with unique activities to participate in and share on social media.”

As a graphic facilitator partnering with my client to co-design processes for meetings, another trend matches: “Events will make greater use of non-traditional meeting formats, flexible seating arrangements and the innovative use of space, in order to provide more opportunities to connect and interact (not just “network”).”

One of my favorite things about making meetings visual is the deeper connections across seemingly different­­ people. This human hunger to find connection ripples through another trend that can be achieved through graphic recording -- “Greater diversity, building bridges between cultures and sparking new ideas.”

And of course, when leveraged to their full potential, graphics can provide “Value and content before, during, and after events”.

Are you making the most of your next event? Let’s brainstorm how to set yours above and beyond!

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?

Washington, DC: With the National Council for Science and the Environment (NCSE) annual conference. Over 600 professionals working on using science to promote sound policy decision-making gathered and I got to work digitally AND create a massive Experience Wall based on participants’ ideas, synthesizing while everyone was in breakout sessions.

A digital graphic recording of a panel on diversity and climate change from NCSE 2020

Warm Wishes from ConverSketch

Many of us are wrapping up loose ends (and presents!) this time of year in the states, getting ready for holidays. The same is happening here at ConverSketch – one major thing I’m working on is reflecting and planning for the new year.

However, that’s for my next newsletter, because I haven’t put the finishing touches on some custom tools to help you do some visualizing too. Can’t wait? Here’s what we did last year.

This week as things have started to wind down, (also partially thanks to a wicked cold, partially because of a deadline to get a commission painting done before the holidays) I’ve had some time to pick up my paints again.

And I remembered how much joy it brings me to play with water and pigment, and create my interpretation of the dazzling beauty of the natural world.

So, this week here’s a little painting I did for a friend. And a little reminder to take a deep belly breath (go ahead, do it now), and take a moment for you to do something that brings you joy during the holidays. Because that joy will shine to everyone around you, and is a gift in itself!

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?

New Jersey: With a new team as they co-created a shared mission, vision, and priorities for the next year. Although I can’t share content, here’s a snapshot of the visual agenda I created to set the tone for the day.

Las Vegas: With a group of data center industry leaders examining trends and sharing ideas. Again, I can’t share most content, but I can share this engaging presentation on social media.

In the Studio: Working on an illustration with the CIO at University of Pittsburgh to share his strategic vision with the rest of the Pitt community!

Where is YOUR Team’s Energy Going? One Way to Clarify for Sure.

Have you ever thought about something, then a few days or weeks later, that little thought has popped up in your life as a reality?

It’s such a treat to experience “energy flows where attention goes” -- in my personal life, and with groups using the graphics I create with them.

The visuals serve as focal points for groups to make connections or build shared agreement, illuminate a previously murky story, and reflect on their experiences together. They can also become “professional vision boards” for the organization to keep what’s most important front-of-mind among the complex systems they’re working in, for the coming weeks, months, even years.

It’s delightful to notice when thoughts seem to bring things to life, and for me it’s important to take time to appreciate them. Paying attention and offering gratitude is one of my favorite ways to stay centered, especially in the crazy times (cough, holidaze anyone? Click that link for some strategies to take it on with style and grace).

This week, as folks across the US take time to practice gratitude, I’d like to say I’m SO appreciative for you, my readers! Even if we haven’t met in person, you matter to me and I put my energy into these missives because you’re worth it! So, here’s a favorite from a few Novembers past – let’s draw turkeys!

Looking for ways to focus your team’s attention on what matters most?

Once again, thank you from my heart and soul for your partnership, 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?

I’m on vacation this week! Thanks in advance for slower than usual response times. Here’s what’s been happening in November:

Denver, Colorado: For the second annual Water in the West Symposium. Professionals across the food, environment, and municipal landscape discussed solutions to the challenges around water in the high desert.

Scottsdale, Arizona: With an executive leadership team. While I can’t share what I captured, here’s a digital welcome illustration I created for the first morning.

Denver, Colorado (again): To graphic record a visioning and relationship-building workshop for the Housing Innovation Alliance Live Round Table. The Alliance brought stakeholders together and designed a conversation-based day to ideate around the concept of creating Attainable Housing for All.

Albuquerque, New Mexico: When the office is the children’s science museum, you know it’s going to be a great day. Explora Museum brought me in to capture hands-on presentations about how to integrate STEAM (science, technology, engineering, ARTS, and math) into early childhood education!

The CSU Powerhouse: Graphic facilitating for leaders in Colorado’s hydrogen energy development. The group shared the state of the science and explored Colorado’s potential to lead the path toward massive decarbonization by using hydrogen.

In the Studio: Working on several studio illustration projects. Here’s a snapshot of a digital illustration for the team at IPBES to bring the words and details of their capacity-building strategy to life!

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!

The Biggest Mistake I See Conference Planners Make and How You Can Avoid It

How many times have you signed up for a conference and been psyched for the opportunity to network with other people in your field, thought leaders, and share ideas on the future together…Only to find yourself slipping out early because your brain is full and you don’t want to sit through another panel presentation?

As a graphic recorder, I get to attend events across sectors, from federal agencies to corporate events and everything in between. And working with the event planning team ahead of time, I know how much work goes into pulling off an event of any size, and how deeply those event planners care about the success of the meeting.

And YET…I still see this mistake over and over again. Even if the planning conversations seek to avoid it.

What’s the biggest missed opportunity I see?

Not planning enough time for people to actually CONNECT with one another face-to-face and have the time to WORK on solving a problem together.

Let’s think about it. If you’re hosting an event, you’ve spent heaps of money on doing it right. You’ve brought important, smart people together into the same room…think of what the time of every individual in the room is worth taking a day away from other work to be there!

So, how can you make the most of their time? How can you work to move the field or think of a new solution or build deeper relationships with this group?

It’s tempting to stick with the status quo of panel after panel of people sharing top ideas. And there’s certainly a time and a place for that. I challenge you to think outside the box, and schedule in more time than you think you might want for interactive processes that will leave your participants feeling heard, energized, enthusiastic about their contributions, and creatively fueled by the end!

Ready to work with a graphic facilitator to create a process your participants won’t forget?

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


Cheers,

Where in the World is ConverSketch?

Fort Worth, Texas

With an eyecare corporation building relationships and co-creating a strategic path forward. So, what is strategy you ask? These pups can tell you!

Loveland, Colorado

Sharing tips and trick for visual communication with teachers at Bill Reed Middle School!

The Art of Reimagining the Report Out

Workshops with breakouts mean unending report outs, right? Maybe not!

Here are three tips I learned this summer at IFVP from Anthony Weeks on ways to ensure stellar report-backs that can be visually captured for useful synthesis and follow-up:

-          ONE Big Idea: Each group can ONLY share one big idea (it’s okay to share the same thing as another group)

-          Once Upon A Time: Ask each group to create a story arc of their idea to engage the audience

-          The Pitch: Each group gets a short time – one minute or less -- to persuade the rest of the group their ideas are best. Bonus: Offer prizes!

Over the report back? Here are a few other ways to approach visual capture of group work:

-          Visual templates for every group to work through and share, or post for a gallery walk.

-          Experience Walls: Pre-built walls with visuals and key questions that participants can interact with on breaks or built into the agenda.

-          Ask the graphic recorder to focus on creating one illustration summarizing the full day.

If you’re not reporting back but want everyone to hear the main story of what’s evolving, it’s important to still build in time or a strategy for the entire group to hear what others are speaking about. You can invite your graphic recorder to walk the entire group through a quick summary of what they captured.

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?

Middlebury, Vermont: With the Institute for Ecological Civilization partnering with citizens in Vermont to support them as they co-created a vision across urban and rural communities in the state.

Chautauqua at Boulder, Colorado: As a participant/recorder with a group of leaders in the systems thinking sharing tools, building relationships, and deepening a network of practitioners working for social good from carbon neutrality to housing to equity and justice.

In the Studio: Filming the latest Drawing Connections video for the National Park Service, and a video for a team of cross-boundary wildfire and social scientists at the Rocky Mountain Research Station!