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Visual Recording Primer By Adam Menter for CCA October 3, 2008

Visual Recording Primer By Adam Menter for CCA October 3, 2008. Why visually record? Facilitates smooth and productive communication.

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Visual Recording Primer By Adam Menter for CCA October 3, 2008

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  1. Visual Recording Primer By Adam Menter for CCAOctober 3, 2008 Visual Recording Primer for CCA - 10/03/08. Adam Menter.

  2. Why visually record?Facilitates smooth and productive communication. Visual recording is the process of dynamically capturing a conversation, and making it visual, to facilitate the transfer of information between people. It can also be used in tandem with meeting facilitation as a tool for alignment and decision making. • Create Group Memory • Expands the short-term (or “working”) memory of group members, leading to more sophisticated problem-solving. • Creates common focal point. Especially important for visual and kinesthetic thinkers. • Prevents repetition and allows discussions to more productively build on what’s been said. • Assure & Enroll Participants • Acknowledges contribution by letting everyone who speaks know that they are being heard. • Encourages participants to take ownership of next steps, and serves as a reference guide for follow-ups. • De-personalizes thought contributors and shifts ownership to group. • Other Reasons… • Captures visual, graphical information, like graphs of diagrams. • Lets latecomers catch up. • Creates a sense of accomplishment. • Instant artifact that is a lasting, shared reference. • Let’s participants recap the meeting. • It adds spice and creativity to the meeting. Visual Recording Primer for CCA - 10/03/08. Adam Menter.

  3. ExampleExplanation of graphic recording and facilitation.By Christina Merkley of Make-Mark Graphic Facilitation and Coaching. Visual Recording Primer for CCA - 10/03/08. Adam Menter.

  4. ExamplePresentation about meeting facilitationRotman School of Management visits Jump Associates, September 2007 Visual Recording Primer for CCA - 10/03/08. Adam Menter.

  5. ExampleLA Times Corporate RetreatVisual recorder unknown. Found on gawker.com. Visual Recording Primer for CCA - 10/03/08. Adam Menter.

  6. ExamplePersonal NotetakingAndrew Hargadon’s speech at Jump @ 10. Visual Recording Primer for CCA - 10/03/08. Adam Menter.

  7. The mechanics of visual recordingLegibility, alignment, and navigability are the keys. Write in large, clear block letters.Write big enough for people to see from across the room (a height of two finger widths is a good guide). Be conscious about your marker strokes and find a legible font that suits you.USE CAPITALS FOR TITLES & SHORT TEXT. Lowercase letters are often more legible for sub-text and longer sentences. Use colors strategically to provide clarity.- Headlines and main points: Energetic colors (Orange, Red) - Body: Neutral, bold colors (Blue, Brown, Green, Purple)- Hold the other pens between the fingers of your free hand.- Alternate colors for visual relief and navigability Move your whole body to keep alignment.Slide your feet as you write across, and bend your knees as you write down. Use board edges as reference to make the alignment parallel to them. Plan your space and leave extra room. Think about where you’ll write each section and how much room you’ll need. When making lists, keep them about 3 feet across for readability and ease of capture. Leave room for tangential discussions that you can’t anticipate. Warm up beforehand. Get your brain and arm loosened-up beforehand. Creating an agenda is a good way of doing this. Legibility and alignment comes from good mechanics. Planting your feet and moving just your arm is a huge cause of tilted lines and misaligned paragraphs. Periodically step back and look at line alignment. Visual Recording Primer for CCA - 10/03/08. Adam Menter.

  8. What to captureChoose your format carefully and provide proper emphasis. Format follows function.Think about both the content and the desired outcome when deciding how to capture the conversation.- Clusters - Brain-dumps, warm-ups, emerging ideas.- Mindmaps - Group discussions, longer presentations.- Lists - Brain-dumps, debriefs, agendas, next steps.- Frameworks - Problem solving, group alignment.- Timelines - Strategic planning, next steps.- Diagrams - Process flows, non-verbal information. Capture neutrally, in the words of the group.Use the words of the group to aid recall. However, to transfer idea ownership to the group in meetings and workshops, don’t record speakers’ names. Listen carefully and use short term memory. Keep a constant stream of words coming into your ear and keep a back-log of the main points in your short term memory. Leave spaces and write placeholders if you get really behind. Synthesize with key words and phrases.Listen to the essence of what is being said, pick up on key phrases, and write selectively (use shorthand as well). Think about what you are capturing and slow down. Use graphics to add punch and emphasis.Adding simple graphics adds visual interest and helps people navigate to important points. Practice a standard set of icons that you can draw quickly. Choose the form based on content and desired outcome. Lists or clusters work for brain-dumps. Diagrams and frameworks help explain processes and abstract ideas. Mindmaps work well for capturing longer, free-flowing discussions and presentations. Visual Recording Primer for CCA - 10/03/08. Adam Menter.

  9. Stroke mechanicsPractice makes perfect. Find your own font. Two finger-widths. Visual Recording Primer for CCA - 10/03/08. Adam Menter.

  10. Using graphicsSimple graphic elements can add punch and emphasis. • Keep them simple. Minimize the number of strokes on your drawings. • Use them sparingly. Focus on capturing content. Try to avoid visual clutter. MarkersSymbols to add emphasis to text. PictographsSimplified, or cartoon version of the thing it represents. IdeographsNon-literal pictures or symbols that represent an idea. Visual Recording Primer for CCA - 10/03/08. Adam Menter.

  11. Sources and further readingBest practices abound. A special thanks to… These techniques are drawn from the visual recording done to help facilitate meetings at Jump Associates. Jumpstyle visual recording comes from a variety of sources and literature on how to make meetings effective and productive. • In addition to a those at right, good list of books is available at: • http://www.christinevalenza.com/library.html • Other good sites for further resources are: • http://www.trainingdesign.be/ • http://graphicfacilitation.blogs.com • http://www.makemark.com/articles/ • http://www.grove.com/site/resources.html • http://www.vizthink.com/blog/ Visual Recording Primer for CCA - 10/03/08. Adam Menter.

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