I enjoy strategic visioning.  It brings me a lot of joy to unroll a clean sheet of paper, pull out my markers, and use my listening, drawing, and improv skills to help a group see their future more clearly. 

Recently, I was asked to speak at the 1st Annual Northern Arizona Center for Nonprofit Entrepreneurship Conference, which was hosted by Northern Arizona University, Moonshot, and your Part Time Controller.  It was attended by dozens of nonprofit leaders, so I used this as an opportunity to share my love of working visually with a talented audience. 

Sometimes the most effective tools are the simplest, which is why I keep coming back to visual timelines for strategic planning.  Visual timelines allow a groups to see where they have been and envision where they are going.  They allow a team to celebrate their recent successes and study recent failures, so they can set realistic goals for the next few years.  Visual timelines are a valuable map of the orgnizational landscape that meeting participants refer to throughout the planning process.

After we draw a historical timelines during a strategic planning session, I like to ask the meeting participants to describe the future of their organization for me.  This is a bluesky conversation. A brainstorming session.  Then I draw their vision as quickly as they speak, so they see their ideas unfold.  Once we have a sketch of the future, we discuss the big ideas and set priorities.  Future priorities become future goals and an  implementation plan.  For some organizations the implementation plan is a concrete, step-by-step plan and others it is just a promise to follow the vibe that takes them towards their goals. 

What are the steps to create a visual timeline?

1. Start with a very big blank sheet of paper (or whiteboard).  Draw a timeline along the bottom. It works well to have this timeline match the length of your planning horizon (i.e. if you are doing a 5-year strategic plan, look back over the past 5 years for this exercise).
   
2. Set out post it notes, notecards or scrap paper at each set along with markers.
3. Ask participants to reflect on the past X years and make notes on paper at their seat of the significant events (5-10 minutes).
4. A recorder will draw / write / stick key ideas on the timeline as people report out. It works well to have each person report their best idea first.  Then go around the room again for the second best ideas.
   
5. Processing: The visual can be used for discussion, people can vote on significant accomplishments, or take this away from the meeting to foster discussions with stakeholders.

Note: If the thought of drawing in front of a group scares you, you can always pre-print clip art or bring magazines that are relevant to your organization.  Use scissors and glue to have fun creating a timeline collage. 

Of course, you are also welcome to email me for support.  I love to draw and have assistance available for non-profit organizations who can't otherwise afford my services.

I attended a Local First AZ workshop last week in Tucson that was partially an excuse to drive deep into the Sonoran Desert during wildflower season and partially a great opportunity to meet local business people.  Who knew that sitting in a furniture showroom for two hours with strangers could change my perspective on capitalism?  Let me explain...

The event was focused on Conscious Capitalism, which is a business philosophy that was articulated by John Mackey (the founder of Whole Foods Market) and Raj Sisodia in a book of the same name.  In my words, Conscious Capitalism is the idea that free trade is good for communities, individuals, and the planet when it exists to serve a higher purpose - such as helping people eat better foods or supporting local communities or making the world a more creative place - not just to make money for shareholders.  Conscious Capitalism proposes that business should seek a higher purpose and consider how business decisions impact all STAKEholders (customers, employees, suppliers, shareholders, mama earth), NOT just corporate SHAREholders.  The book is a quick and interesting read.

As an entrepreneur with a background in ecology and 10+ years teaching university students about sustainability, Conscious Capitalism seems like the kind of business philosophy that I would have taught if it had occurred to me to teach about business at the university (maybe I'll go back and do that in a few years :).  While I had not articulated a clear philosophy for my business, I find myself moving towards more conscious business decisions as I become more profitable.  I'm giving away my time through the Contagious Creativity Awards. I try to treat my best customers like dear friends.  I use the most environmentally- and human-friendly markers that I can find (refillable Neuland markers) and draw on recyclable surfaces whenever possible. 

I am planning to attend several Conscious Capitalism meetings in Arizona over the next month and I look forward to learning more!  If you are curious about this philosophy - and the people who are turning it into a movement - you can watch this TEDx talk by Adam Goodman and attend the international conference in Phoenix at the end of April.

Visual notes help a listener remember what a speaker says and also seem to help an audience track the flow of a presentation (more on this in an online workshop I am developing now).  Drawing visual notes is a first step to developing a visual practice.  When people see me work live, they often ask what materials I use for visual note-taking and graphic facilitation.  This is a quick resource for people getting started with visual notes.

I love taking visual notes in a sketchbook or journal while I watch TED talks online, listen to live lectures, or have coffee with friends.  I typically write text and draw doodles in black marker and then add splashes of color here and there.  My style and materials are constantly evolving as I gain practice and learn what works, but this is what I am doing now.

Black outlines. I go back and forth between several black markers. I haven't found the best ink-nib combination, so I oscillate among four types of markers.

• My favorite black marker for sketch notes is the Marvy Memories Artist Pigmented Marker (bullet nib) by Uchida.  You can find it at Michaels stores or order it directly from Uchida.  It also comes in a calligraphy nib.  The Zig Memory System Writer is similar.  Both are pigment-based markers with different size nibs on either end.  These markers don't smear when I color over them with water-based ink.  However, the nibs get flat spots and dry out even before the marker is out of ink.
• My second favorite is the Neuland Outliner.  I love the Outliner ink.  I don't love the 1.0 mm nib on the small Outliner marker.  So I sometimes get empty markers (0.8 mm nib) and fill them with Outliner ink.  The Outliner ink also sometimes dries out and gets flat spots on the nibs.
• Sharpies work well (last a long time, don't get flat spots, and don't smear) but I think they are too toxic to use in public or anywhere except outdoors.