Draw people into the conversation – with visual facilitation

There’s an old saying, rooted in journalism, that a picture is worth 1,000 words. While we might ask for scientific evidence or challenge the math, most people agree that visuals add enormously to our understanding of things. Humans drew pictures before they developed written language.

And graphics still convey much important information in our physical world.The visual cortex is the largest system in the human brain – and half the brain is devoted to processing visual information. So it makes sense to supplement our messages with visual information. There are communicators, myself included, who believe we should adapt the Media Richness Theory, which puts face-to-face communication at the top of the scale for conveying information, to add a higher level, face-to-face with a whiteboard.

All this has led to the evolution and growing popularity of visual facilitation, in which we create images, in real time, to stimulate, focus, enhance and record a discussion. You don’t need to be particularly good at drawing to do this well. The key skill, according to experts, is listening. Sound familiar? That’s the key skill for coaches, facilitators, communicators, product owners, user experience experts and, well, pretty much anyone in a leadership role.

How does visual facilitation help meeting participants?

  • Visuals add to their understanding. With more neural tissue devoted to vision than anything else, you stimulate more of people’s brains with images. They also understand faster. We read images faster than we read text. We “get the picture” with just a glance.
  • They’ll remember more of what was discussed. Not only will visual stimulation enhance understanding, it will improve retention and recall. People remember what they see.
  • They stay on track. Drawing the discussion encourages focus and prevents people from getting lost in the weeds. If the meeting is about the weeds, that’s a different drawing.
  • They may see patterns. As you capture the flow of the discussion, you or the participants may see patterns emerge that might not be noticed with traditional note taking. The picture can depict the flow of ideas, process or products as well as connections between them and their impact on people and things.
  • They can see what has been covered in the discussion. Better still, they can clearly see their input has been captured.
  • They stay interested longer. Images are just more fun than lists on flip charts. So people will pay attention for longer.

How does visual facilitation help me, as a meeting facilitator?

  • You get people’s attention. It’s a big shift from powerpoint, note taking or capturing ideas in an online tool.
  • You can capture emotion. Your illustrations can move beyond cold facts and depict the concerns, feelings and reactions of people involved in the discussion.
  • You can help people focus on the key elements. What you draw is what they will pay attention to.You don’t have to cover old territory. People can see what has been discussed.
  • You can use the finished drawings to share the story with people who were not at the meeting.

You don’t need to be able to draw!

There’s a “visual vocabulary” that anyone can learn. One of this is “bikablo,” a method that emerged in Europe and has caught on worldwide. You master basic techniques for simple illustrations that you can mix. match, adapt and use to tell the story of your meeting. (Leanintuit is bringing bikablo training to Canada – November 27-28. See below for registration details!)


Other ideas to explore:

  • Teach your team members to express themselves visually. It encourages collaboration when you all draw together. It’s also a way to engage quiet people and those whose first language is not the team’s working language.
  • Attract people to your booth at conferences or trade shows. It will immediately make you stand out from the crowd because something is happening live and in person.

  • Capture the proceedings from conference sessions. That way people can see what happened in the concurrent sessions they missed. Or they can gather at the recording of the keynote talk and discuss particular elements. (This graphic, by Sam Bradd, depicts a keynote session I attended at a Communitech conference. A great reminder of Susan Cain’s excellent talk.)

 

  • Create your own illustrations for your presentation slides. This can save you hours of searching through stock image sites. When you create it yourself, you get exactly what you want.

  • Draw your presentation. Jeff Patton (see image) and Dave Gray,  leaders the agile and user experience communities, respectively, use overhead projectors and sketch out their presentations while they talk. Super engaging!

 

 

 

Training in Toronto – November 27-28

If you can get to Toronto for a couple of days at the end of November, you have a unique opportunity to learn visual facilitation from the best. We’ve invited Andrea Rawanschad, of the bikablo academie , in Cologne, Germany, to return to Canada and run a second two-day workshop. The first Canadian session, earlier this fall, sold out quickly and was a hit with participants. For those who couldn’t attend the first session – or didn’t know about it – we’ll be gathering in downtown Toronto on November 27 and 28. With a maximum of 12 people in the class, there are just a few spots left, so don’t delay. To learn more and register for this unique experience, follow this link

If you have questions – contact me.
Eventbrite - Visual facilitation workshop with bikablo®

Can we talk? Getting back to conversation – Part 2

Face-to-face communication is the most powerful business tool we will ever have. So why don’t we use it more often? Or more effectively? Or more consciously?

For over a decade, I’ve been encouraging people to get out from behind their tools and technologies and talk to each other. People nod vigorously. Then they send off an e-mail with a .ppt attached. Or they type something into Jira and feel the product user’s needs are well described. Maybe they post a Tweet, hoping the right people will read it. Have you ever said, “Yes, I talked to [Whomever],” then recall later that what you actually did was correspond in Slack? Tools can fool us into thinking we’re communicating.

DefinitionsTools create contact. They can also share certain kinds of information. That is all. We mustn’t confuse that with connection, communication, conversation, dialogue or real interaction that leads to fresh ideas or new ways of working. Yet we do. We see a situation that will create a problem for our project and we send a memo. We need executive support for an initiative and we give them a PowerPoint. We would rather type than talk.

When we use text, whether it’s paper, email, text messages or something else, we may be transmitting information, but not necessarily communicating. Even when we actually are together, we can fail to communicate. Are your meetings a series of broadcast monologues? “I did this yesterday. I’m working on this today. Nothing’s blocking me.” Or do people actually talk about the work they are doing together?

The first value of the Agile Manifesto for software development emphasizes “individuals and interactions over processes and tools.” The meaning of the world “interaction” is a mutual or reciprocal action. In its scientific meaning, it’s a situation in which two or more objects or events act upon one another to produce a new effect. That’s the sort of thing that can happen in a good conversation.

But it’s easy to be distracted by our tools and processes. Maybe it’s because these are things we can measure. Are we having daily stand-up meetings? Tick the box. Retrospectives after every sprint? Tick again. All user stories in the system? Another tick. Tools and ceremonies are useful in creating good work, but they are not going to substitute for a conversation. At best, they can provide a reason to talk. We say, “A user story is an invitation to a conversation.” Do we truly understand what that means?

Media Richness TheoryThe Media Richness Theory, developed in corporate communications in the mid-1990s, ranks communication methods according to how well they reproduce the information sent through them. Face-to-face communication sits at the top. When we’re talking together, we have the benefit of emotional and social cues, through body language and tone. Importantly, we also have a very short feedback loop. We know, at once, if our message has been received. We also have the opportunity to ask for and provide clarification and confirm understanding.

More recently, Alistair Cockburn created a similar model, based on his own observations on projects.  Modified, first by Scott Ambler, later by Chris Chan, it suggests that having a meaningful visual depiction of the information adds even more richness.

Media Richness CockburnA conversation at a white board, for example, can provide even more meaningful conversation than conversation alone. We have all the richness of a face-to-face conversation with the additional ability to visualize and manipulate information as we discuss it.

Some of the most productive conversations are those that are well facilitated. A good facilitator creates a container for thinking together and makes it safe for people to express their ideas. Facilitation provides enough structure to engage people and enough freedom for them to be creative. It encourages full participation and ensures the outcome of the discussion is “owned” by the group and can be implemented. While it often falls to the agile coach or scrummaster, facilitation can be anyone’s job. Helping people talk together is a learnable skill that will increase in value as teamwork and cross-functional collaboration become the norm.

Can we recover the art of conversation? Generations of thinkers and writers have moaned that conversation is becoming a “lost art.” There’s new evidence that it’s true. The most recent call to action comes from Sherry Turkle in her 2015 book, Reclaiming Conversation: The Power of Talk in a Digital Age (Penguin Press, New York). A sociologist, psychologist and MIT professor, she’s been observing the impact of technology on society for over 30 years. She contends that our tools, particularly our “always on” mobile devices, are limiting our ability to hold meaningful, impactful conversations.

We can rediscover and recover this dying art by reminding ourselves of the importance, impact and value of real conversation as a workplace tool – and then doing something about it. We can recognize our tech tools and processes for what they are – processes and tools. We can use them for their intended purposes – but not indulge in the illusion that we are interacting when we use them. Step away from the screens, apps and devices. Step towards the white board with someone who matters. Can we talk? You bet!

 

In case you missed it: Can we talk? Getting back to conversation – Part 1

How Change Has Changed

SparkChangeLogo

 

 

 

 

With just over a month to go till the Spark The Change conference, I’ve been thinking a lot about change in the workplace.

As an organizational communicator – and even as a coach – my work has always been about change. “Everything is the same as it was yesterday,” is not a message I’ve ever sent, or even heard. While “no change” may be a true reflection of the situation, it’s not something we shout about. Even when we wish things would just stop changing for a second, while we catch our breath, we know it’s not realistic. When markets, environments, regulations, politics, consumer preferences, off-shoring, competitors, technology and a zillion other factors demand that we adjust and respond, not changing is not surviving.

But how do you do it?

We know what doesn’t work.

Scare tactics

When I first worked in change management, in the late 1980s, my organization hired high-priced consultants to tell us what to do. The prevailing idea was, “Scare people into changing.”

I recall the mantra, “Change or Be Changed.” I’m sure I wrote it into several executive speeches and articles for assorted publications. The idea was that, if we don’t voluntarily change the way we do things, something will come along and force us to do it. Might as well do it now than go kicking and screaming. Or maybe we could do it next week. What’s wrong with a good kick and scream?

We told stories about the “burning platform,” in which a worker caught on a blazing North Sea oil rig chose probable death over certain death, jumped off the drilling platform into the icy sea and was rescued. Only a blaze would have caused that behaviour change. This story was designed to get us to develop a sense of urgency around the need to change. But when employees look around and see that you have lots of customers, you’re raking in profits, nothing seems to be changing except the rhetoric and your CEO is taking a million dollar bonus, things don’t look particularly urgent.

One consultant trotted out my old friend Kurt Lewin, from Psychology 315 and his metaphor of ice. If you want the ice to change from a cube to a pyramid, you have to unfreeze and refreeze it in the new shape. (Could we use the burning platform to melt it?) We’d have to give up cherished beliefs about our selves and our organization and challenge the status quo. Not easy for executives and managers who were very well treated by the status quo. While we were sloshing around in that liquified state, waiting to refreeze into the new status quo, things would be chaotic, disordered and generally awful. No wonder people resist change.

Yes, we would meet resistance. Yet we knew (as the Borg kept telling us on Star Trek) “Resistance is futile.” The favoured model of resistance was the (Elizabeth) Kubler-Ross Grief Cycle, in which someone needs to pass through Denial, Anger, Depression and Bargaining to get to Acceptance. Why grief? Well the old ways were dead. We needed to mourn and move on. I remember thinking that, even though I understood the “why” for change and was 100 per cent behind the notion that we had to do it, I was, nevertheless, resisting. I wanted proof we would actually do it and that it would work. More than that, I wanted someone else to go first. I don’t think I got past Bargaining. And if I, the Change Girl, wouldn’t go, who else would?

Communication was acknowledged to be a key success factor or I wouldn’t have been involved. The why of the change wasn’t hard to describe. But what and how were a mystery. I’d prepare messages that reflected what employees wanted to hear, which was, “This is going to be hard but here’s how we’ll support you.” Then I’d prepare messages that reflected what executives wanted to say, which was mostly, “Bla bla bla.”

Appreciative Approach

What I wish we’d known about in those old days of “change management” was how to take an appreciative approach. Instead of scaring people into different behaviours, why not unleash them to find their own way? While we were freezing and burning and and resisting things, a grad student named David Cooperrider was “unfreezing” our notions of change. His process, Appreciative Inquiry, shifts organizational change from a problem to be solved to a creative endeavour. We ask questions about what’s working and have conversations about how we got that and how to get more. It sees the organization as organic, alive and able to change because it has done so in the past. By examining what is right and good, people are reminded of their abilities and resilience. They have more confidence and comfort to journey into the unknown future when they bring forward known parts of their past.

New ideas and tools

Appreciative Inquiry is just one of many tools we have today that we didn’t know about in the ’80s. We also have the benefit of knowing, thanks to advances in neuroscience, how human brains work. And we can talk about how we feel about change, thanks to the widespread acceptance of emotional intelligence as a factor in success.

I’m looking forward to Spark The Change, April 23, in Toronto where I expect to collide with people from diverse disciplines and types of organizations who want to create better workplaces. I’m anxious to hear new ideas from speakers who aren’t just talking about change, they’re doing it. I know we can create organizations that not only operate more successfully as enterprises but are also saner places to work.

Will I see you there?  Here’s the link to register!

Communication Kata 1 – SCARF

SCARFnewSCARF is a concept developed by David Rock of the NeuroLeadership Institute and popularized in his book, Quiet Leadership. It’s a good way to take stress out of a conversation. That’s useful, since a person in stress doesn’t think clearly.Sometimes, our brain is not our friend.

There’s a busy and primitive part of it, the amygdala, always scanning for changes in the environment. It interprets all change or discomfort as danger, which made sense when the User Guide for Life BrainNotFriend2was: “Eat or be eaten.” When the part of the brain concerned with survival takes over, the “fight or flight” mechanism kicks in automatically. The part of the brain that processes information and makes decisions is all but shut down as the body involuntarily prepares for trouble.

The theory suggests there are five elements  of a relationship or situation that can derail any conversation if they are missing or out of balance. The more we can do to provide them, the more likely the other person is to feel safe in the conversation and able to think clearly.

You won’t be surprised to learn that SCARF is an acronym.

STATUS – “Where am I in the pecking order?” Our brains are always on the lookout for evidence of where we sit regarding power, authority and influence. That’s residue from an earlier time, one that held greater risk of getting clobbered. We feel safer when we sense that our status is equal to or greater than the folks around us. Neuroscience suggests that our brains react to a threat to our status the same way they do to a physical threat. The brain doesn’t differentiate. So if you “outrank” the person you’re talking with – you’re their boss, professor, parent, etc. – the very fact of talking with you is stressful because your status is higher than theirs.

What can we do to balance the status? Recognizing the gap is the first step. You might move the meeting from your office to a neutral place or a place where they are comfortable. A conference room, a cafe, their office or go for a walk. You might draw their attention to a fact that raises their status. “I need to talk with you because you have experience with this project.” “Your job gives you a closer look at [whatever], so I value your thoughts.” “As a member of this team, your work is important to our success.” Make it something real – they’ll smell inauthenticity.

(more…)

Communication Kata – The Series Begins

What Is KataHolding a good conversation is the best way to instigate change for the better. People hear what’s going on, issues are aired, confusion is cleared up, everyone goes away happy, and change goes smoothly.

On what planet?

While humans are naturally wired to communicate, we’re not all set up to do it well. You don’t have to look very far to find an example of miscommunication that leads to waste – wasted time, wasted effort, wasted energy, wasted goodwill.

Fortunately, there are some key behaviours we can learn and practise that will increase the chance that our communications will be heard, understood and acted on. We call these “Communication Kata.” They’re named after the exercises practitioners of martial arts, such as Aikido and Kung Fu, repeat, over and over, until they become instantly available to them when needed. They don’t have to think, “Now I move my right hand here and raise my left foot so many inches.” They focus on strategy. “Now I kick my opponent in the back.”

Similarly, learning and practising these communication kata makes these techniqes of effective interaction available whenever you’re in conversation. You don’t need to think about the process, you can focus on the content. Think of it as “Tongue Fu.”

We’ve presented these Communication Kata at conferences (Agile 2013 and Agile Tour Montreal). By popular request, we share them here on the blog.

Communication Kata 1: SCARF

Communication Kata 2: Share your intention

 

Caution: Engage brain before tweeting

I recently posted: “Google before you Tweet” is the new “Think before you Speak.” Since things posted on the Internet are forever, I thought I’d remind myself and others that it’s good to verify your information before pontificating. (I have snopes.com on speed dial.)

The same is true for reading the content before we share on facebook or retweet a link. Actually reading and checking what we post can preserve the illusion that we are intelligent beings.  Otherwise we risk sharing something incorrect or inappropriate or pass on, as truth,  satire from The Onion or Mooscleans.

Being asleBadRetweetep at the wheel when you are posting as yourself is merely embarrassing. But when you’re posting on behalf of an organization, it’s criminal not to have your brain in gear. So I was puzzled, today, to see a retweet of something I posted a couple of weeks ago.

Is this an organization rubbishing itself? Or is someone simply not reading and thinking before posting?

NovoED is the learning platform for an online course I’m taking. (A MOOC with thousands of participants.) Desire2Learn, based in my community, would seem to be a rival in the ed-tech space. (Yes, I Googled that before pontificating.) So why would NovoED repeat a plug for D2L?

(more…)