Presto Sketching

A book to help you think and communicate better with drawing

Archives for May 2017

5 MORE tips for better whiteboarding awesomeness

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My last post about whiteboard tips seemed to really strike a chord with a lot of readers, so here for your further whiteboard mastering pleasure are 5 MORE tips. If you missed out on the first 5, don’t worry; you can read them here.

There’s no harm in saying again that writing and drawing on a whiteboard is not only a great way to visually reflect what’s being said in the meeting, it’s a great way to command the meeting. By that I don’t mean making YOU the centre of attention; I mean making the IDEA, or the QUESTION, or the DECISION the centre of attention.

So, here are 5 more ways you can rock the whiteboard, to make sure everyone in the meeting focuses on what really matters.

1: Plan the structure  of your whiteboard space

It’s really easy to let a meeting take your hand all over the whiteboard. Before you know it, you’ve scrawled willy-nilly all over it like a bee on Red Bull, darting from flower to flower. This might feel good, in a Beautiful Mind aren’t-we-brilliant kind of way, but it may not help everyone in the meeting to get more clarity, meaning, structure, and connection from what’s being discussed.

Instead, plan the spatial structure of what you’re going to write and draw on your whiteboard ahead of time. Using either a dashed line, or just your mind’s eye, mark out a set of smaller areas on the whiteboard, where each area will correspond to a particular part of the meeting or workshop, like this:

This will help everyone understand and remember the various parts of the meeting much better. Also, try to make the shapes photo-friendly, to make taking photos of them easier (see point #5 below).

2: Use colour to add meaning and emphasis

Now, I’m assuming you’ve done tip #2 of the last 5 tips for whiteboarding awesomeness, and you have several good-quality whiteboard markers in several colours at the ready. Choose one marker for the bulk of what you write and draw (hint: black), and then choose a colour or two to use with the black, to represent specific meaning(s).

In the example below, I’ve used red to emphasise some elements of an outcomes hierarchy that I would need the room of people to pay attention to:

In this example, the red emphasises 3 things at a glance: There’s a box in the bottom right corner that isn’t connected to anything (this could represent a project that isn’t contributing any outcomes); another project added to the left that we’ve forgotten about; and the highest-level outcome is in a warning-state somehow.

3: Breathe life into those boxes and arrows

If I had a dollar for every box and arrow I’ve ever drawn on a whiteboard, I could definitely buy an island right now, and I’m guessing you’d probably be on your way, too. Boxes and arrows are the bread-and-butter of whiteboard discussions, so why not give them a lot more life and meaning?

You’re probably used to sketching something like this on your whiteboard, or seen it done:

But what if you did something like this:

There are several extra things going on here:

The shape of the arrows adds more meaning – The middle arrow is in a spiral, indicating something that’s either iterative, or complex, or just plain dizzy. The top arrow arcs up and over, indicating a part of the process that soars over the rest, leading to a positive outcome.

The boxes have character – Simply adding a face to a box gives it life, character, and meaning. Depending on what you want to communicate, this sort of tip can be a powerful ally for helping people to remember certain concepts and ideas.

Colour is used to indicate meaning – Red is used for something unfavourable, while green is used for something – well – good!

4: Give them the pen

According to maestro visual communicator and author Dan Roam (and I’ve seen this in action myself), there are 3 types of people in the room when it comes to whiteboards:

  • The Black Pen People – they can’t WAIT to jump up and start drawing on that whiteboard (me!)
  • The Yellow Pen People – they’re happy to hang back a bit, and add to someone else’s work
  • The Red Pen People – they wait until the end, question it all, and might just jump up and re-draw it all

It’s really useful to know what sort of Pen People you have in your meeting, because you can use that to your advantage. For brevity, I’m going to focus on the Yellow Pen People, since they’re the ones who will give a lot of value to a meeting through visual communication, if nudged in the right way.

Here’s how. On your whiteboard, draw things that let the Yellow Pen people easily see where they can add their bit to, give them the pen, and then ask them questions. Here are a few examples:

  • Sliding scales – Draw: a sliding scale, with an alternative at either end // Ask: “Is this a low-risk move or a high-risk move? Where do you think a circle should be on this risk scale?”
  • Fill in the gaps – Draw: a set of circles representing the set of whatever you’re talking about (e.g. projects) // Ask: “Are there any projects missing? Could you draw any more in?”
  • Make connections – Draw: a set of circles representing the set of whatever you’re talking about // Ask: “How are these connected? Could you draw lines in where you think the connections are?”

5: Capture those whiteboard drawings clean and fast

It stands to reason, the sooner you can get a good clean picture of the whiteboard into your team members’ (or stakeholders’) inboxes, the better. The more you use images that they’ve seen before to reinforce what was talked about or decided, the greater your influence will be.

Thankfully, there are some great (and free) smartphone apps out there that will take a great photo, clean it up and send it to your inbox in a jiffy. My current favourites:

You can read a whole lot more about capturing your whiteboard drawings in this Presto Sketching blog post: Capture photos of your sketches like a pro.

Well, there you have it! 5 more tips that I hope will really improve your whiteboarding skills, as well as the meetings and workshops that you and your team have. Let me know in if and how you put these tips into practice, and if they’ve improved your meetings.

5 tips for better whiteboarding awesomeness

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No-one likes boring aimless meetings, or long wordy slide decks, and a big way to make meetings much more engaging is to use a whiteboard. Writing and drawing on a whiteboard is a great way to visually reflect what’s being said in the meeting. In a way, the whiteboard becomes your second voice in the room.

No matter what you think your ability at the whiteboard is, here are 5 ways you can take your own whiteboarding skills from good to great.

1: SLOW DOWN

Drawing on a whiteboard is a lot like public speaking: if we rush it, we won’t sound very confident in our ideas, what we draw will look like an unruly mess, and others won’t be as confident in our ideas either. How often have you seen this sort of thing on the whiteboard, scratched your head and wondered what it was:

Just slow down. Slow. Down. Breathe. Spend just a few extra seconds as you draw, and be more deliberate with each line. It will inject so much more confidence in what you draw and what you say. And when you project more confidence, others will have more confidence in your ideas. And they’ll remember them longer, too. Try to aim for something that’s just a bit neater, like this:

2: Get decent whiteboard markers

There are a lot of really ordinary whiteboard markers out there, and they do you and your ideas no justice at all. Let the ink speak to the quality of your ideas, and get a set of decent markers that don’t run out by the end of the meeting. Chances are, there’s a newsagent or office supplies store near you that has a range of markers to choose from, for less than the price of a cup of coffee. My favourite tends to be a chisel-tip marker (rather than a bullet tip), so I get a chunkier line:

3: Practice your writing

This is related to tip #1: be a little more deliberate and neat with your writing. What you write is like your voice recorded on that whiteboard long after you’re not in the room, so it’s worth putting a bit of effort into your lettering.\

We’re not aiming for precise calligraphy with graceful ligatures and flourishes, of course! But just a bit of neatness goes a long way to projecting more of your character, and more of that confidence. Try practicing on the whiteboard before the meeting, in both lowercase and capitals:

4: Master outline text

Outline text is eye-catching and, used sparingly as a title or two on your whiteboard, will command attention and inject a little more life and energy into the meeting, for very little effort. It’s best to practice beforehand, if you’re not confident. The best way I know to get good at outline text is to draw each letter in capitals first (with plenty of breathing room between the letters), draw an outline around it, and then rub out the first line:

5: Master a small set of icons

Try to practice a small set of simple icon-like pictures that you’re likely to use over and over, from meeting to meeting. You might like to start with some like the ones below, that represent things like goal, problem, process, conversation, security, company, options, and so on.

These tips will really take what you draw on the whiteboard to the next level, and inject more confidence and life into what you have to say, so why not try them in your very next meeting?

Let me know if and how you’ve put these tips into practice, or maybe a share a killer tip of your own. Here’s to better whiteboarding, and better meetings!

Sketch the resource Tank for better team efficiency

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I’m sure you know the feeling of being absolutely overwhelmed. You’ve got so many things going on in your head, and then one extra simple thing comes along, and you’re just flummoxed. Stressed. Jammed. Stuck.

Welcome to cognitive overload.

Not fun, is it? But hey, aren’t you glad there’s a sketch you can try, to visualise all those things, and then work out how to make sense of it all? I know, right?

The Resource Tank visual framework

I’d like to introduce you to my friend the Resource Tank sketch, and it basically looks like this:

You draw a tank, with a wavy line to show that it’s full of liquid, and then some straws coming out of it, going to various things that are drawing on that resource. The resource itself – the liquid in the tank – can be different things, like fuel, or time, or attention, or patience, or money.

When we run into a problem, or have to make a decision, it draws from our ‘cognitive fuel tank’. A few things or a few decisions are okay, but when there are more and more, it can drain us dry. Visualising it on paper (or on a whiteboard) like this is a great way to bring all those unseen things out of the fog of your mind and into the light, and then think about what we can do about them. But wait, there’s more:

By putting levels in your ‘tank’, and straws that go to different depths, you can also explore how different things can drain more of the resource, whether we want them to or not. This is a really neat visual metaphor that you can adapt and use in a variety of ways, e.g.:

My ‘attention map’ – what are the things that matter the most to you? There should always be ‘fuel’ for those things, which is why they get the deepest straw. There are things that matter a lot less, so we should only let them have a shallow straw.

Budget and expenses comparison – what would it look like if you compared what your budget expenditure should be, to what it actually is? Are there types of expenses that are crowding out other types, draining resources away from the things that matter?

Team resources and expenditure comparison – What would the fuel tank look like if it were your team? Say you manage a support team; are you leaving enough fuel in the tank for your premium clients? Or is energy being sapped by lots of seemingly urgent and important tasks?

These are just a few examples of how you can use the Resource Tank visual framework, and I’m sure that if you applied it to your own situation, you could probably think of (and sketch!) some more. Whatever happens, we all want to move away from this situation (below)!

So have a go, and have a think about how deep all of those straws are sinking into your valuable energy and attention, and then have a think about what changes you could make to set those straws at more – ahem – fuel-efficient levels!