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?
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.
VISUAL COMMUNICATION IS NOT ART. IT'S FASTER THAN ART
You already know how to speak a visual language. When you were a small person, you recognized faces before you knew names. Then later, you probably started drawing before you wrote letters and words. Now you are able to fluently read faces, facial expressions, icons, logos, maps, and a thousand other types of visual language without thinking too much about it. As I just said, you are already a visual communicator.
However, many adults feel that they have lost touch with their ability to speak a visual language because somewhere along the way they were forced to make a choice between being an "artist" or not being one. Most of us chose the second option.
Visual communication conveys the essence of your message in drawings, sketches, icons, or clip art. If you've ever played the game Pictionary, you know that the drawings don't have to be pretty to get your message across! If you want to learn to work visually, you must set aside your inner art critic - or send her to the Met to critique works by the masters. ;)
When you are starting to work visually, the most important thing you can train yourself to do is find the essential points of a story. Once you have these points, you can determine how you'll visualize them and where you need to add lines and arrows to help your audience follow your thought train. After you have those basics down on paper, you can make the presentation a bit prettier by adding color and flair.
CHARACTERISTICS OF THE PERFECT PEN
Smearability. I like to draw black outlines and then quickly add shadows and color fills. Because I like to work quickly, the black outlines are not always dry when I add color. If I add yellow on top of black, I can sometimes get some wicked smears that make everything look murky. There are several types of black markers, but a few common ones are alcohol-based ink, water-based ink, and pigment ink. My experience is that the alcohol-based ink (i.e. Sharpie, Bic Marking Pen, Prismacolor, Copic markers) smear the least, water-based markers smear the most, and pigment-based markers are in the middle. I did an extensive black pen test to find the least smeary black marker.
Toxicity. While the alcohol-based markers are fantastic in the variety of nibs and non-smear categories, they are terribly stinky and feel toxic to me. They also bleed through the page. I occasionally use Sharpies to draw sketch notes, but not often because they make me nauseous after about 15 minutes. I gave all of my Prismacolor markers away because I couldn’t even tolerate them for 10 minutes. If you can tolerate the stink (or work in a well-ventilated space), graphic designers and illustrators LOVE Copics and Prismacolor markers.
Sustainability. Most markers are disposable. You throw them away when they run low. Some markers are refillable, but these are rare. Water-based markers are probably the most environmentally friendly option because they are non-toxic. The downside of water-based inks is that they are not as archival as other markers (they fade in sunlight).
Cost. If you are drawing sketch notes, you probably won’t go through markers so fast that cost is going to be a big issue. I draw about 50 square feet of sketch notes each month and I go through about 1 black marker and 1 color marker each month (on average). However, if you draw a lot of large wall charts, it adds up. You can shop around to find the best deals on markers and pens (because different places have different sales at different times). I buy markers at my local art stores and also shop at DickBlick.com JetPens.com Neuland.com and Amazon.com.
PERFECT PEN RECOMMENDATIONS: WALL CHARTS
Black outlines. My go-to markers for black lines on wall charts are Neuland Outliners. Period. They are just amazing markers. I love that they are refillable and non-toxic and don't smear. Honestly, I do not know how they do it, but the Outliner ink is amazing. It reminds me of India Ink (and may be!).
Colorful markers. I alternate among a few types of markers for wall charts, but will only discuss a few here. If you don't want to order fancy markers, you can get a lot done with three types of water-based markers that are available at most office supply stores: Crayola Multicultural Markers (for coloring people), Sharpie Flip Chart Markers, and Mr. Sketch (a.k.a. smelly markers). The Sharpies and Mr. Sketch are easy to find in bullet nibs, but search for chisel nibs because I have seen them.
Everyone has personal preferences when it comes to art and office supplies. Try a few things out and let me know how it goes!
Angie B. Moline
Dr. Moline is an ecologist and visual process facilitator who draws pictures to help clients think. She is currently on a quest to understand why live drawings are so compelling and how to make them as sticky as possible in order to improve communication, understanding, and memory. Follow here journey here!