Category Archives: everything

The Art and Experience of Graphic Facilitation: Fireside Chat from Nexus4Change

On June 3, 2015, I sat around a virtual campfire with Steve Cady, Rebecca Bruns, John Spalding, and about 50 guests, and we talked about graphic facilitation as an art and as an experience. I was honored to be invited to think of myself as a warrior and an artist. The chat lasted a little over an hour and you can watch and listen to it here:

What I loved about this was the way Steve pulled in images from all around the web to prompt the discussion topics. I had a list of advance questions that I responded to, but the chat itself wandered in and out and around that list, so it was totally unscripted. It was a fun conversation, covering a range of topics, including the nature of virtual campfires, the New Media Consortium‘s Horizon Report, graphic facilitation and technology, my personal mission on earth, interpretation and reflection in visual practice, and the emotional aspects of taking visual notes.

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A Digital Graphic Recorder’s Review of the WorkVisual App

Exploring WorkVisual

I admit I’ve been waiting for this app to be released ever since I first saw it demonstrated at EuViz 2014 by its creator, Holger Nils Pohl. I fell in love with the demo and instantly became BFFs with Holger (at least on my side). When the beta version was ready, I happily tested that, although I had to use a colleague’s iPad to do it. Now I’m thrilled to have the WorkVisual app on my own iPad and to have played with it enough to write up a review. (A long one.)

Lest you think that I am regarding this app through rose-tinted glasses, let me say right up front that it isn’t perfect. Read on to find out what I love, what I don’t love, and why despite its rough edges, this app is worth the $40 sticker price to me. But first, a video I created with the app yesterday:

See below for some notes about the video.

 

WHAT’S WORKVISUAL?

WorkVisual is a drawing app designed by a graphic recorder for graphic recorders. It’s optimized for digital note-taking, sketchnoting, and graphic recording. It isn’t a mind-mapping tool or a drafting tool. It’s designed for people who write and draw everything by hand. For those of us who know and love the original Brushes app, this is the first app that even comes close to reproducing the features and line quality of Brushes. Because it was designed by a graphic recorder, it adds some important features that even Brushes didn’t have.

 

WHAT I LOVE

In no particular order, these are the features that make me giddy with delight:

  • Presentation modes: WorkVisual has two modes for projecting the screen, Full and Follow. Set it to Full, and the projector keeps your work at 100%, showing the entire screen no matter how much you pan and zoom on the iPad itself—perfect for digital graphic recording in front of an audience. Set it to Follow, and viewers see what you see—perfect for teaching.
  • Gallery tags: I create a lot of drawings. WorkVisual has a tagging feature so that I can add the subject, client name, location, event name, or other labels to a drawing. Later, I can search on that tag to pull up all the related drawings.
  • Four spots for brushes: Access three custom brushes and an eraser with one single tap. This means a lot less fussing around in the brush menu.
  • Clean interface: The UI is incredibly simple and light. I had actually done two different graphic recordings before I realized that there’s no way to dismiss it. I simply stopped noticing it was there, except that all of my tools were always available.
  • Transparency lock: I love this, just love it. You lock the transparency of a layer, and then you can color over places you’ve already drawn, but nowhere else. Great for fixing mistakes where you wrote or drew in the wrong color accidentally.
  • Layer access: Switch to any layer with one tap. I switch layers a LOT and this makes my work so much faster.
  • Set as default: This hidden feature is super handy. In the Gallery, you can choose a drawing to set as the default, which means that any new drawing will start with that as the base. Great for setting up the titles and basic frames for a series of graphic recordings at an event.
  • Brush presets: Get your brushes just the way you want them and save a preset. Then, modify them for a custom job and save a different preset. Switch between them with a couple swift taps. Awesome.

And there are the features that are must-haves for graphic recording, for me at least:

  • Zoom: zoom way in, and double-tap to zoom out instantly. I use this all the time. Because the zoom is a double-tap and not a single one, you can tap-to-dot for punctuation, lettering, and so on.
  • Layers: Up to six, which is enough for me. They have the standard features of merge, transform, normal & multiply modes, opacity, duplicate, add a photo, clear, fill, and hide.
  • Undo: Just like the original Brushes, if you undo something, it won’t show up in your movie. Yay!
  • Export options: From the Gallery, you can mail a drawing as an image, save it to your Photos, or export the image sequence for the WorkVisual Exporter Mac tool (alpha).
  • Brush options: The brushes are customizable to just the right amount—enough flexibility to be useful without being confusing.
  • Color palettes: Create up to five swatch palettes of 15 colors each, plus you always have access to a custom color picker.
  • Eyedropper: Tap and hold anywhere to pick up that color, just like the old Brushes — yay!

 

WHAT I DON’T LOVE

Of course, there are a few things that aren’t ideal. Some of these might be bugs, and some are purely my preferences. I’ve shared the ones I think are bugs with the app’s creator, who is super and very open to feedback (thanks, Holger!). Again in no particular order:

  • Double-tap to zoom: This is a plus and a minus. It’s a plus because, as noted above, I can dot my i’s and punctuate properly. But I find that most of the time, the app reads my double tap as a single short stroke. The workflow looks like this: double-tap, double-tap, double-tap, double-tap, zoom, undo, undo, undo. I imagine for someone using a stylus, this would be difficult too.
  • Current brush shape doesn’t highlight: When editing a brush, it would be nice to know which brush shape was currently selected without having to look down at the brush button.
  • Brush sizes reset in between choices: If you set up a custom brush and change its pixel size, then use that same button to select a different brush temporarily, when you go back to the first brush it will have reset to the default pixel size. Creating and loading presets doesn’t help. This gets in my way because I have six common brushes and there are only four brush buttons, so I have to change to the other two when I need them. My basic brush keeps resetting from 3 pixels to 30. (Then again, maybe the app is just trying to tell me I write too damn small.)
  • ‘Undo brush’ notification: Every time you tap Undo, which for me is often, a little box pops up to let you know the brush is being undone. I have to wait for it to vanish before continuing. It doesn’t stay up long, but it breaks my flow and I would love to be able to turn it off.
  • Layer order in Export tool: There’s a bug (I assume) in the exporter tool that reorders layers when you export a high-res image or video. Since I usually create the text & outline layer first, then create the color layer when I need it and drag it underneath the first layer, this means that in the exported video my color is on top of my outline, which looks bad. You can see it in the video if you look closely enough.

 

WHY IT’S WORTH THE STICKER PRICE

At the time of this posting, WorkVisual sells for a pricey $39.99. I hear you. “For an app?! Are you nuts?” I know, I know. Here’s the thing. I’m a professional digital graphic recorder. This is a professional tool. It’s worth the investment. If your work involves drawing, sketch noting, or graphic recording with the iPad, this is the next tool you want in your toolbox. One job will cover it, you know it will.

When people ask me which app I recommend for graphic recording on the iPad, this is the one I will tell them to get if they are serious about it.

 

MY BRUSH CHOICES

It’s all explained in the video, but here’s a reference for my initial brush setup (click it for a readable copy):

 

Screen shot showing Rachel's brush settings

 

I think I’ll change the basic brush from 3 pixels to 5 pixels, because there’s a lot more variability in the line at 5 pixels. Plus, it really wouldn’t hurt if I wrote a little bigger. That will probably mean I bump the Color and Eraser brushes up a couple of pixels too.

 

MY TOOLBAR SETUP

This is how I have my brushes set up, and how I arrange the layers as I create them:

Screen shot showing brush layout

 

It’s a screen shot right out of the app, and all the lettering was done in WorkVisual. That’s its actual toolbar.

 

MAKING THE VIDEO

I’ll post a detailed step-by-step in a week or so once I’ve gotten the process smoothed out. For now, the short version is that it is possible but you’ve really gotta want it. Here’s a high-level overview:

  • Create your drawing. There’s a bug in how the layers are rendered out, so it’s best to set up your layers before you start and don’t drag any layers underneath any others.
  • In the Gallery, use the Export for Mac Tool command to email the .workvisual file to yourself.
  • Open the .workvisual file in the WorkVisual Exporter (separate Mac application).
  • Export it as described in the instructions on the app website.
  • Use your favorite tool to convert image sequences to video (there is a WORLD of sub-steps hidden in this one). I haven’t successfully rendered a high-res video from the app yet.
  • Open the video in your favorite video editor, add a voiceover and soundtrack, and render it out. Ta da!

You can see the result above. Couple things to look for in the video:

  • Since I couldn’t render a high-res one, it’s tiny (540p). If I render it larger (740p or 1080p) the lines are very blurry and look bad.
  • That, combined with my tiny writing, makes it difficult to read the text.
  • I made a couple of mistakes and erased them, so you’ll see that happening. Other mistakes I used the ‘undo’ command to get rid of, and you won’t see those.
  • The layering bug means that everything I color shows up on top of the outlines in the video. It looked right when I was recording it, but because I had reordered the layers, it comes out wrong in the exported video. It’s correct in the final still image of the video, which is a screen shot of the app.

 

THE BOTTOM LINE

I’ll say it again: When people ask me which app I recommend for graphic recording on the iPad, this is the one I will tell them to get if they are serious about it.

I am thoroughly delighted with the app and ready to start using it as my primary digital note-taking tool. The initial release is a solid, robust app that does what it says it will do, with a clean interface and just enough features for graphic recording. I’m confident that it will continue to evolve and develop.

Because the Export tool is still in alpha, I’m not quite ready to kill Brushes in favor of WorkVisual, but I can see that happening down the road. This is good because my poor iPad is existing in a state of unstable limbo with iOS 7. I can’t upgrade to iOS 8, or I’ll lose Brushes’ ability to export high-res images and video completely. At the moment, Brushes is still the better option for creating video in terms of workflow and output.

With a little more work on the alpha Exporter tool, WorkVisual will soon be the app that I use most out of all the ones on my iPad.

 

Updated to add a mention of the Eyedropper feature that got left out the first time.

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Join.Me’s Whiteboard for iPad: Graphic recorders, rejoice!

Join.Me, a web conferencing tool, has released a new feature in the mobile version: Whiteboard for iPad. It’s worth a look.

Overall assessment:

This is definitely a big step in the right direction for making digital graphic recording accessible for more people. With this tool, you can start, host, and graphically record a web meeting in seconds, all from your iPad.

detail of Join.Me's whiteboard on iPad

What is it?

Join.Me is a web conferencing tool (think WebEx, GoToMeeting, Adobe Connect, Zoom, and so on — there are lots.). This one has a hip, friendly vibe and is incredibly easy to use whether you’re on a desktop, a laptop, an iPad or other tablet, or a mobile device. Incredibly easy.

The thing that has catapulted Join.Me from ‘incredibly easy’ to ‘wow, just wow’ for me is its new whiteboard for iPad feature. I tested it today with some willing volunteers (thank you all, you know who you are) and I’m impressed.

With the whiteboard, you can draw, write, create shapes, and import images from Join.Me’s easily-accessible library or from your own photos on the iPad. You can share it while you’re drawing it, so viewers can see your whiteboard. You can share other documents, too, once you get them into Join.Me. You can draw right on the iPad’s screen and everyone can see it whether they are joining the meeting from a desktop, a laptop, an iPad, or a mobile device.

With one tap you can be in an audio conference along with the screen sharing, which means you can start, join, and participate in web meetings on your iPad and share your iPad’s screen. Yes, that means you can now graphically record web meetings on your iPad and have everyone see it. Easily.

What’s it good for?

I can see using this in several ways:

  • To share concept sketches or other documents with clients, annotating them in real time while we talk, even if I’m sitting in an airport or a hotel room or anywhere else.
  • To graphically record web meetings and have everyone be able to see it, even if I don’t have my giant Cintiq handy.
  • To quickly create rough sketches to capture ideas during a meeting.
Desktop view of Join.Me whiteboard

This is what it looks like on the computer when someone is sharing an iPad whiteboard.

 

Likes & Wishes

What I like about the whiteboard tool:

  • Infinite canvas: You can just keep sliding your work to the side and adding more. Viewers can pan and zoom independently of the presenter, too, so they can go back and check details anytime they need to.
  • Zoom: Totally necessary for any drawing app, in my view. The zoom isn’t as smooth as I would like and it takes a couple tries to zoom out sometimes, but there’s a handy framing button that jumps you back and forth.
  • Drawings are objects: Everything is treated like an object, which is nice because it can be resized, dragged, removed, recolored, and so on. You can pull a sticky note out of the Join.Me library, write on it, and then move and resize the whole note.
  • Layers: I also really like layers in my drawing apps. This one has rudimentary layers, allowing you to move objects in front of or behind other objects.
  • Library: The sketch library provided with the app is nice. I like that you can also bring in your own art — which means you can create your own library of stuff that you use over and over. It’s really easy to drop stuff into the whiteboard from the library, too.
  • Audio: During testing, I tapped the little phone icon in the top left corner and joined the call from my iPad. The sound quality on my end was great, and my partner in crime told me she could hear me loud & clear too.
Join.Me whiteboard with zoom

The sticky note background, car, clouds, and book cover were pulled in from the image library and my photo roll. The rest was drawn in the whiteboard itself.

 

What I wish:

  • It still isn’t a collaborative whiteboard; only one person can work on it at once. If you pass the presenter role to someone else, your whiteboard stays with you, and they have to start a new one or share another document, so in that sense it’s like any other web conference screen share. However, you can email the whiteboard to yourself in JPG, PDF, or (game-changer alert!) native Join.Me format, so someone else can load it into their copy of Join.Me and continue working on it. I’m a big fan of any iPad app that lets you move your content around. BIG fan.
  • Like any other iPad graphic recording tool, it does slow you down. It just takes longer to navigate around the space, draw and write things. I wouldn’t try to do detailed graphic recording while facilitating a meeting using this tool.
  • You can’t use the whiteboard from the desktop version of Join.Me, at least not that I can see. You can watch, but you can’t create and share a whiteboard. Since you can create and share your screen using any application you have on your computer, this isn’t a huge deal.
Join.Me on the iPhone

What it looks like on my iPhone (sideways).

Where do I get it?

The app is available on the app store. If you don’t need to run meetings, it’s free. If you want to host meetings, you’ll need to visit Join.Me on the web and get an account. There’s a basic, free one that lets you have up to 10 participants, and there are pro and enterprise levels too.

There’s also a Join.Me desktop application that’s only necessary if the person on the computer wants to present. If they’re just attending, they can do that right in a web browser without downloading anything. (Did I mention easy?)

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A Sneak Peek at Results of The Grove’s Recent Survey: Five Minutes on Working Virtually

If you haven’t had a chance to take the five-minute survey yet and would like to, you can find it here.

The Grove recently launched a short survey on virtual work and remote meetings. Among other things, we asked hundreds of people who do virtual work about their biggest pain point: the one thing they wish would go away and just stop being a problem about working remotely.

The responses fall broadly into three categories. Respondents identified pain points related to technology, to people, and to the setting where the work is done. It may surprise you to learn that technology is not the category with the most pain points. The largest set of different pain points is related to people. In fact, the number of pain points having to do with people is almost twice as large as that in either of the other two categories. Note that this doesn’t say anything about how often a given point was cited; I’m not dealing with that here, just looking at unique responses. The image below is a compilation of the responses, sorted unscientifically by yours truly. (Click to see it bigger.)

List of pain points in remote work
Compilation of responses to the question: What is the most painful part of working remotely?

The pain points related to people have to do with how people feel in remote meetings, things people do or fail to do that make the work harder, the difficulty of making or maintaining interpersonal connections at a distance, and basic knowledge and skills around working remotely. I know I have struggled with most, if not all, of these issues in the past ten years of working virtually. Many of these pain points can be addressed through training (of facilitators and participants), making explicit agreements about how to work together and behave as a remote team, and extra time and effort involved in preparation. Sometimes, though, it seems as soon as a team gets one issue taken care of, another, hydralike, rears its annoying head.

Regarding technology, the agony is divided between tool-related issues and those dealing with connection (or lack thereof) when trying to communicate. One that we did not see, but that I expected, is overwhelm about the number of tools available. Does anyone else find it hard to keep up? I sometimes feel that if I just keep looking and keep testing, I will find the perfect tool for every task related to remote collaboration. I’m not saying I’ll find one tool that does everything. Rather, I’d love to find a set of tools that collectively do everything. Easily. Okay, maybe now I’m dreaming.

The setting we’re in when we do remote work accounts for the remainder of the pain. Real life issues, the consequences of not being physically in the same room, and the effects of having to be sitting at a computer are the main groups here. As with the other categories, some of the complaints can be addressed through group norms, different tools, or extra effort, but again I can empathize and have experienced all of these myself. What about you? Do you have a favorite, and how did you stop the pain?

If you’d like to get your voice in the mix, please hop on over and take the five-minute survey. It will remain open through June 30, 2015.

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Role Mapping: Do you really know your teammates’ roles?

Do you know, I mean really know, what your teammates do? Do you understand their roles to the point where you could fill in for them for a day? Even if you don’t know their roles to that degree, do you know how they produce information they give to you, and what they do with information you give to them?

From left to right: Healer, DPS (with pet), Tank.

From left to right: Healer, DPS (with pet), Tank.

My family plays World of Warcraft, a popular MMO (massively multiplayer online game) created by Blizzard Entertainment. In this game, players sometimes form parties to tackle challenges that one player can’t handle alone. A five-person party usually includes three distinct roles: tank, healer, and damage-dealer (DPS, or damage-per-second). Any one player will have one of these roles at a given time, and his or her talents, abilities, equipment, and armor are tailored to support that one role. (For those unfamiliar with the lingo, the job of the tank is to stand there and get beat on by the big monster, keeping its attention; the healer’s job is to make sure the tank stays alive while this happens, and to heal the DPS players if they should need it; and the three DPS players are there to inflict as much damage on the monster as possible without taking a lot of damage themselves.)

Obviously, each player needs to understand his or her own role in order to be effective. But the really effective players — the ones you always want in your party — are the ones who also have a deep understanding of the roles they are not playing. Here’s why: A tank who deeply understands the healer’s role can time his or her own actions so that big-burst damage is mitigated by a tank ability, allowing the healer to more effectively keep the tank’s health stable by not spending precious resources on sudden massive heals. Healers who understand how the tank works know that if a monster does latch onto them, the best thing to do is run toward the tank, who has the ability to attract the monster’s attention so it forgets all about the healer — rather than running away, which is instinctive but not at all helpful. DPS who understand the other two roles can modify their own behavior to maximize their ability to do their primary role — dealing damage — while not draining the healer’s reserves, which are really needed for the tank, or pulling the monster away from the tank and causing it to run amok among the party. Even a basic level of understanding of other roles is helpful. When you run into tanks who also have a healer class character, or DPS who also have a tank character, the difference really shows. They do their jobs in a way that makes the other roles even more effective at theirs.

The same is true for a working team: the better you understand your teammates’ roles, the more effective your team can be overall. The points where your work overlaps theirs, or provides inputs to theirs, are where your team will feel the effects the most. Mapping out the intersections of your roles will give your team clearer insight into how to work together more effectively. Here’s one way to do that.

Sample role map
A sample map for three roles in a consultancy

Role Mapping

Choose a time when everyone can get together. If your team is distributed, consider supporting the meeting with graphic recording or graphic facilitation to create the maps of team interactions. Set aside at least an hour for the initial conversation.

  1. Identify the places where there are overlaps or shared inputs or outputs. What do you create that is then used by another team member? What do you use that other team members create? Make a list, and ask everyone on the team to make a list too. (This can be done as pre-work.)
  2. Get the team together. Compare your lists and rank the items to decide where to start. Look for items that appear on several lists, and start there for the biggest impact. Alternatively, select the most high-profile activities on the lists as a starting point.
  3. Take a few minutes to map out what happens around each item on the combined list. Give everyone who touches that item a chance to explain what they do and how they do it. What tools do they use? What information do they need to have handy when they start? What format do they prefer to work with? Allow everyone to describe their workflow and preferences without trying to problem-solve at this point. Just listen. It might help to draw a picture of the process as it is described, using a whiteboard or large sheet of paper. Make notes of questions or issues as they come up, but don’t try to solve them yet.
  4. Once everyone has spoken, have a conversation about the questions, issues, and other flags that came up. You might find that something as simple as changing the way information is conveyed or presented might make a big difference to the recipient. And once you understand why someone wants it this way or that way, it’s often easier to modify your own workflow slightly to accommodate them. Use a flip chart to clearly record new agreements or procedures your team wants to try.
  5. Repeat the process for each item on your combined list (this might take more than one meeting). At the end of the meeting, review the flipchart of agreements and make sure everyone understands what he or she has personally agreed to do. Agree on an evaluation period — two to four weeks, perhaps — after which you will all reconvene to talk about whether the changes are helping, identify new issues that have come up, or discuss new ideas.

This activity is particularly valuable for distributed teams where members do not have a way to physically see what their co-workers do. On teams like that, the way that inputs and outputs are created and delivered can make a huge difference in team effectiveness. For example, it’s common for someone to create a document and send it as a PDF, but if the recipient needs to extract information from the PDF to use elsewhere, it can be time consuming. Something as simple as switching to a shared document editor or keeping the shared information in another system might result in a much smoother workflow.

Once you understand more about the work your teammates do and how they do it, you can play your role in way that helps others be even more effective. Even if your goal isn’t to slay a giant monster, you’ll still make better use of everyone’s abilities!

For more on role clarification, you might like these resources:

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Working Visually with Think Tools in the Paper App by FiftyThree

FiftyThree, makers of the Paper app and the nifty Pencil, have released Think Tools, a new set of tools inside Paper that change what you can do with the app. If you have Paper, just update to get ThinkTools.

The new toolset lets you do rapid mockups, mindmaps, flow charts, and other visual prototypes quickly and (more or less) easily. While I am crazy about the new toolset, I have to admit that Paper and Pencil still frustrate me and there was some definite head-banging-on-chair-back while I was creating this test image. (Disclaimer: for reasons I won’t go into here, I am holding off updating my iPad to iOS 8, so although I am using the latest version of Paper some things might be different for me — and not in a good way.)

After playing with the tutorial and trying some random shapes for a bit, I decided to test it out by recreating a flow chart I made for my bedroom door when my young son had a sleepover with a few friends one winter holiday:

Thinking of waking me up? Check this handy flow chart first.

Thinking of waking me up? Check this handy flow chart first.

 

What I Love:
The quick and easy way you can draw shapes, move them around, and connect them with arrows. The promo video (which mentions visual facilitation, by the way, woo hoo!) shows some very cool examples of prototypes and early designs, and I see this as the key strength of the toolset. You can create and rearrange a diagram while you are in conversation with someone. Very handy, and I can definitely see using it a lot.

What I Like:
The variety of controls in the Think toolset: in addition to the smart pen that makes your shapes look nice and adds arrows automagically, there’s a scissors tool that lets you move things around, delete them, and copy/paste them (yay!). There’s a fill tool that lets you easily fill and clear fill from shapes as well as filling in the whole background. There’s also an eraser that I think is smart although it might just be that I was lucky when I used it, but it seemed to know about the edges of smart shapes at least a little bit.

What I Don’t Like But Can Live With:
The color mixer. It’s a cool idea and if I were painting I’d love it, but for what I do it just gets in my way and occasionally ends up with the wrong color selected so that I have to … Undo, which is another frustrating tool. The two-finger rewind is nice if you need to undo a LOT of stuff at once, but if you want to quickly get rid of the stroke you accidentally made because the app suddenly decided the Pencil was in fact your finger and you wanted to smear everything instead of writing, it’s a pain in the neck. Placing and moving two fingers correctly takes up way too much time and brain space for undo.

What Makes Me Bang My Head Against the Back of My Chair:
Writing. Oh, this is so painful. The zoom (loupe) has gotten a bit better, and now enlarges smartly when you get near the edges, but I consistently have problems with writing. If you write with the Pencil stylus, the app is supposed to understand that when you use Pencil you want to write and when you use your finger, you want to smudge. This would be super cool, again, if I were painting or drawing. But trying to create a flow chart or do notetaking, I find that sometimes the app stubbornly insists the Pencil is my finger and just smears in the middle of a letter (like when I’m writing the cross bar on the ‘T’ for instance). This slows me down so much that I lose the thread of what I’m trying to take notes on, which is a showstopper for me. So I switched Pencil off and just used my finger.

That got rid of the smearing problem, but the zoom is still problematic. There’s no way to re-center the canvas (that I’ve found), so if you want to write near the edges, it’s very difficult. On the top and bottom edge, I kept accidentally calling up the iPad’s pull tabs, which is irritating. I would love to be able to drag the canvas so that whatever I’m trying to write is in the most comfortable position — just down and to the right of center — so that my arm doesn’t get tired from holding my hand up off the screen. (I know, I know, Pencil is supposed to let me rest my hand on the screen. Not so much.)

So, a mixed review. I really love the new functionality of Think Tools. I still adore the little books that make up the interface, and the social-sharing capability is really cool. But I keep getting stuck on the difficulty of actually writing. If you have Paper, try it out yourself and let me know how you find it!

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Testing the new Work Visual app

Today everything aligned perfectly — time, equipment, and perseverance — and I was able to test the new Work Visual app by Holger Nils Pohl. I am SO excited! These are some initial notes about my experience.

I started by doing random doodles to get a feel for the interface, but of course the only way to really test it was to do some visual note-taking. I had been meaning to watch Tom Wujec’s TED talk on Solving Wicked Problems, so I fired it up and went to town. Disclaimer: I listened to it twice, and made liberal use of the pause button the second time, because the newness of the interface slowed me down a lot. (Know your tools!) Here’s the result, which doesn’t look substantially different from what I might have done with my old favorite, the original Brushes app. Click to see it larger:

Visual Notes of TED Talk

Visual notes of Tom Wujec’s TED talk, Wicked Problems, made during a trial of the beta version of the Work Visual app.

 

LOVE IT: What I already adore about the app!

  • I love the clean interface and the ease of switching layers and brushes.
  • I love that I can customize four brushes and they are right on the toolbar.
  • I love the zoom in (but not the zoom out, see below).
  • I love the line quality, which for me is one of the most critical components. Nailed it!

WISHES: What I would wish to see in future versions.

  • Double-tap to zoom out. If there is a quick way to zoom back to full screen, I never found it. This is what gave me the most trouble during my practice run.
  • I don’t know if it was the iPad I was using (I had to borrow one*), but the panning kept sticking while I was zoomed in. I’d start dragging with two fingers, and sometimes nothing would happen. This slowed me down a lot too.
  • There’s a strange thing that happens when one line crosses another, like when I’m lettering. At first I was disturbed by it, but then I realized that it wasn’t permanent and I was able to ignore it. What happens is that the color gets shifted around the crossed lines (on the left), but once you zoom or pan, it goes back to normal (on the right).
(Left) Color shifting when lines cross; (right) back to normal after zooming.

(Left) Color shifting when lines cross; (right) back to normal after zooming.

 

I wasn’t able to test the projection capabilities today, but I am super excited about them because it means you can FINALLY do graphic recording on the iPad while hooked up to a projector and not have to distribute airsickness bags to the audience beforehand. You can set it to only show the full screen, no matter how much you’re zooming and panning. Hurray! I also couldn’t test the video export but I hope to be able to once it’s ready.

I am so looking forward to the release of this app! Want to follow along while Holger develops it?

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* Why I couldn’t use my own iPad: I’m still using the original Brushes app to create videos. Unfortunately, the export features of the original Brushes don’t work with the newest iOS. Also unfortunately (for me), TestFlight, which you need in order to test Work Visual, doesn’t work with older versions of iOS. So Brushes and the Work Visual beta cannot coexist on my iPad.

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Two new resources for better visual meetings

Cover of the book on gallery walks

The Gallery Walks book

My colleague and friend Lisa Arora of Get the Picture recently published two digital books about important topics in graphic recording — how to really make the most of the dance between a facilitator and a graphic recorder, and how to conduct gallery walks of completed charts — and they are outstanding.

How To Get the Most Out of Working with a Graphic Recorder is an excellent resource for facilitators and graphic recorders (GRs) about how to work together. The suggestions and explanations are clear and insightful, and if you implement them I guarantee they will make your very next tandem engagement better. I highly recommend it for anyone running a meeting or workshop who plans to work with a GR, even if you don’t think of yourself as a facilitator. If you’re wondering whether you want to hire a graphic recorder and have never engaged one before, read this book to understand how to work with one so that you reap the real value of working visually. If you tend to work solo (doing both the facilitation and recording yourself), you might pick up a few tips, but the book is really aimed at facilitator-graphic recorder partners, and for those who plan to engage one or the other.

The other book, The How To on Effective Gallery Walks for Visual Meetings, is comprehensive, creative, and brilliant. It really gets into gallery walks (where participants spend reflective time looking at the maps at different points in the meeting, and thinking deeply about them). It goes way beyond grouping people up and having them file past the charts. If you want to extend the life of the maps, maximize their usefulness to participants, and deepen the level of thinking in the group, get this book, read it, and build a real gallery walk into your next visual meeting. I’ll be pulling ideas out of this one starting immediately, I can tell you.

Go take a look at the two books. If you partner or hire facilitator/GR partners, get them both. If you are a graphic recorder, a facilitator, or a dual-role graphic facilitator, or if you plan, host, or sponsor visual meetings, get the one on gallery walks. You’ll be glad you did.

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Two resources for building your visual vocabulary

excerpt from visual notesWhen I’m doing graphic facilitation or recording, people often come up and ask me how I came up with those icons while they were talking. Naturally, I tell them that I didn’t! Like most graphic recorders, I don’t invent many new icons on the fly. I practice them in between sessions, pulling ideas from all kinds of sources, both digital and print. And I snag ideas from other graphic recorders whenever I can. That way, when I get up to the wall, I already have a visual vocabulary to use.

If you’re new to the whole visual vocabulary idea, you’re in luck: May was Visual Vocabulary Month on Verbal to Visual, Doug Neill’s blog. He covered why you do it, how to organize it, how to get started, and how to make it a regular practice. Take a look at the wrap-up post that describes it all.

If you’re new to the whole concept that we’re all able to draw, you’ll want to head over to Jeannel King’s series of Good Enough Drawing Tutorials. Jeannel creates these nifty little quick tutorials that show you how, with a few simple lines, to draw anything from birthday cakes to bats. Take a look at the Resources section of her site while you’re there.

Then get out there and add something new to your visual vocabulary this week!

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GR101 is going to Berlin!

Interested in learning how to be a graphic recorder? Planning to be in Berlin in July? Have I got some news for you!

The fabulous Lisa Arora (of Get The Picture) and I will once again be co-leading the IFVP’s signature training, Graphic Recording 101 (or GR101). It will be held on July 22, 2014, in the awesome Hotel nhow. The workshop is scheduled as a pre-conference session in conjunction with EuViz, a brand-new conference hosted by Kommunikationslotsen and Neuland and co-hosted by IFVP. Already, EuViz promises to be something very special. The conference itself is sold out, but the pre-conference isn’t, and you don’t need to attend EuViz to attend GR101.

You can learn more about GR101 and register for it on the EuViz pre-con page. Not sure yet? Here’s the promo video for the workshop:




 

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