Beyond the Capture

Over the years I have connected with some wonderful and creative graphic recorders and graphic facilitators. I have seen them work as small as a 8.5×11 and as big as 5ft x 20ft. Each with a unique talent and style. This is what makes this profession so intriguing and wonderful. Yet there is still something missing with most people in the industry…

Not Packaging Their Work

When I started recording, I set out to understand the overall purpose of the work, not just the initial capturing during a session, but the entire life cycle of the work. How were clients using what was created and how were graphic recorders working with clients to leverage the work to its best?

I challenged myself not to just dive in a work it out as I go, but to formulate a complete process and offering. One that may need working longer with a client than merely the event performance. I read online, viewed websites, looked at examples of work and scanned through many social media postings to see what others were doing and how I could shape my offering to stand out in the industry.

What I discovered and wanted to avoid was most ‘do and dash.’ What I mean by this is that they “perform” the work, yet after completed, leave the work and move on to the next assignment leaving the client to handle the graphic work.This is very much like a music band moving from venue to venue. This action was leaving a huge opportunity on the wall to expand and extend the offering.

Before the Show

The first place to start is the pre-work time with the client. Many, I found, do not work deeply enough with a client on the expectations and possible applications of what will be captured. This is the time to have the discussion with the end in mind of what will be the deliverables and how can they best be used to convey the ideas expressed and captured. it is also the time to discuss the working environment.

Pre-work and initial expectation outcome meetings are important processes and may need multiple departments to be involved. It is best to understand what the client believes is going to be happening and guide their expectations to the possibilities. This requires preparing the client for what will be created during the session and the various channels it can be distributed after the session.  This also means there must be a method to capture the content cleanly and efficiently.

Showtime

The next step is to ‘stage’ the performance for the best results. Typically I’ve seen and read is that the paper is hung in some inconvenient available space, usually not the best location(s) for doing the work.  Poor lighting and uneven work surfaces add to the complexity. The work environment needs to be controllable and optimal engagement for the client, observers and the recorder. If all possible, I believe in a site visit if all possible or at the least ask the client where they want the work to be done that is beneficial to all parties.

During the capturing, keep the end in mind. Having an architectural background, I tend to work in zones or blocking. This is important as it allows the image to be dissected into small usable pieces for later delivery. It also helps key segments of the event organized visually.

Extending the Show

After the event, the work needs to be scanned digitally in order to do corrections, enhancements and changes. By scanning digitally, I create an archive record of the artifact that can be reprinted later if a client so wished.

Size limitations of scanner technology needed to be considered.  I decided to work on the largest possible format that can be scanned at a local print service. Typically, large scanners can handle up to 36 inches wide and as long as needed. It also helps calculate cost of reproduction since they charge for square footage.

The next process is to transfer the digital scan to the computer for edits, clean-up and dissection to be used in various application that would have been discussed during the pre-work meeting. The files would also be saved at various resolutions for quick application by the client as most would not have access to image editors. Assume limited tech on the client’s behalf. Do the work for them.

Digital images are very easy to create various digital files for multiple applications such as print, digital communications, websites and even social media. Creating digital files allows me the ability to create a customized portfolio for prospects that match closely to their needs and the event.

The Package

Finally, the original artifact is rolled and placed into a sturdy and colorful shipping tube with a physical storage drive of the digital files and sent to the client. In some cases, I can also provide the same files on a cloud storage for quicker retrieval if the client request.

The Sum of It’s Parts

What I know and what I have learned before starting and now years performing is that the whole of the experience is far greater than the sum of the pieces to create the experience. Don’t fall short and don’t cut corners in order to save time or cost. What you do is your brand. Be complete and exceed what is expected.

I hope this helps others who wish to enhance what they do and help provide clarity that the fee is not just for the time doing, rather the time creating the visual experience.

 

 

 

 

Past-Present-Future of thinkAbout

Had a wonderful and thought-provoking time at this year’s thinkAbout in Cleveland. Sadly, it’s the last event after 20 years. I am proud to say I have attended 10 of the 20 gatherings. It all ended at the place it began, Cleveland, Ohio.

The event was themed around time and the #ExperienceEconomy evolution and hosted by B. Joseph Pine II and James H. Gilmore. Each segment was separated by the past, present and future. Below are the visual translations.

The past was a tour from the beginning through last year’s gathering in New Orleans. Each city had a theme and usually had some tie in with the award winners. I have always imagined what city or place Joe and Jim would choose had I ever won an EXPY. Probably somewhere that embraced visual thinking or illustration. Oh well, its fun to dream.

The next day took us to the present in Jim and Joe’s wacky time machine. They shared the ideas and directions they were pondering for the next evolution of the Experience Economy. From time as currency to the Hinduization of the digital world. 32 million deities now transformed into 32 million apps on our mobile devices. When we wake to the chiming of our mobile devices it is the same as banging the pots to wake the deities. We do not worship them, we use them.

Our world view of the Experience Economy changed as Jim and Joe unveiled the next progression of thinkAbout, thinkAbout4U. A client focused gather mirroring the process of thinkAbout for Experience stagers.

We also discovered the last two award winners. For the EXPY, Carnival cruises took the prize for this year’s stager and for the EMA, Ty Koon received the honors as Experience Manager.  All in all, a great time of discussion, contemplation and investigation.

One thing I took away is that mobile technology is reigniting the lizard brain in all off us. We now react with Fight-Flight or Respond. This makes me wonder if we as humans are becoming the greatest experiment of Pavlov’s digital dog. (bing)

The second thing I took away is that Experiences should be designed to provide happiness, As goes of experience, we pay extra for that experience that makes us happy. No one pays to be made miserable, that’s called customer service.

Until next time, keep your eyes to the future and keep staging experiences that are photo-worthy.

Experience Economy: Go With the Flow

There’s a lot conversation from the design world about the customer journey. Each design firm has its own version of how customers travel through the place, be it physical or digital. What many have in common is the attracting of customers. In the physical world, they label the outside environment of the place as Attract. They explain, “The design must draw people inside in order for them to do business with you.”

However, if your institution is looking for ways to participate in the emerging Experience Economy, you’ll want to begin staging Experiences for customers. And you should start by using a different design criteria terminology—one that better aligns with experiences. Instead of trying to attract customers, think in terms of enticing them. Enticing suggests that you’re providing the customer with a call to action—rather than merely attempting to stand out from the masses and be noticed.

In the economy of Experiences, enticing is the act of luring a customer in. It speaks to something special, unique, even other-worldly. Enticing is also the first phase of the flow of an Experience. It is the cue in the outside world to beckon the customer inside and teases what awaits inside.

Take the Build-A-Bear Workshop stores. The façade around the entrance way is their enticing zone, which allows them to begin telling the story of customized and personalized teddy bear creation. It speaks to customers, telling them that “here is where your dream bear becomes real.” It is enticing them to come and build a bear of their own.

Following along the flow of the Experience, the customer transitions through the second phase—or liminal space—called entering. It may not sound as exciting as enticing, yet it is as critical as any other phase in the flow of an experience. It is the phase—be it a distance or span of time—that guides customers into the world you’ve created. It transitions them from the outside and into your place. The entering is one of the most overlooked phases in business. It is commonly treated as merely the doorway in or out of your business and yet, to the Experience stager, it can be key to establishing the Experience. Imagine if Disneyland or Disneyworld didn’t have its deep gates and Main Street to establish its world. How believable would it be as the Magic Kingdom?

Entering is also where the stager begins changing the environment through the five senses. Sound and visual cues are strong ways to begin shifting a customer’s perception from the outer world to that of your business and the Experience. As with enticing—which establishes the promise—the entering begins to shape the promise. In this phase, it is crucial that it must reflect the brand and the Experience being staged.

Once the customer has entered, the engaging phase of an experience begins. Engaging is as it is named, the point where the customer engages with the business, brand, and staff—and where the promise established in the enticing phase begins to be fulfilled.

At this point, most services or goods providers see this as the end of the customer journey.

Yet in the Experience Economy, the engaging phase is followed by the exiting phase. Exiting—like entering—is usually an overlooked phase of the experience. Although it’s not as exciting as the engaging phase, exiting is critical to reinforcing the memories created during the engaging phase. Here the business has the opportunity to provide a token of the Experience.

In many museums, for example, this phase is represented by the gift shop or souvenir shop that’s well located for visitors as they are exiting the museum. It can even serve as a moment when they take photos with others in front of the marquee or display. It is a place that offers the opportunity to create a reminder of the engagement.

For banking, the exiting could be as simple as a handshake and a branded folder holding documents of a transaction. Or it could be the nice pen used to sign a loan. This phase is another liminal space, like that of entering. It is the transitional segment along the Experience Journey, leading from the inner world of your business back out to the outer world.

Finally, the last phase of an Experience is that of extending. It is that point where the engagement is extended beyond the place. Take Starbucks as an example. As a customer leaves the café, they typically carry the drink in a branded cup beyond the business out into the public view. Some customers even purchase Starbuck travel mugs as memorabilia of the experience. In banking, it can be a follow-up piece sent later that is personalized for the customer around the type of engagement they had—or a handwritten thank you note when adding a new product or service.

It is important to understand that the extending phase then becomes the enticing phase for the return visit. It can also become a means for customers to share their experience with others. It can be used to help transform customers into brand ambassadors and entice others to experience what is offered.

Here, a note of caution.

Working through the flow of the experience is not about a checklist of things to do along the way or build as needed. A clear strategy needs to exist—one that incorporates all five phases of an Experience harmoniously. Design and develop the complete flow of the experience before engaging customers to the Experience that will be staged.

 

Originally posted on ABA Bank Marketing, June 19,2017

Seeing the Future of SEL

I had a wonderful opportunity to capture the ideas and conversations of a growing movement in the educational world. SEL (Social Emotional Learning) is an empathetic approach to learning and is seeing a growing following. Here’s a look at the thinking of SEL.
wymansel-vt-01-web

Alcoholism Rises to 500%

Drink UpThis may soon be the headline we read in the not too far future.

When mapping out cause and effect of any new development or change, it maybe helpful to visually map out how that new development or change will affect other conditions.

In the example of the title headline, imagine as more and more autonomous self-driving cars or accessible to the public some responses may not be as positive as expected. With self-driving cars, occupants are no longer responsible for their condition behind the wheel. Not being responsible for driving allows people the opportunity to indulge in excess.

Yes bartender, I’ll have another, I’m not driving.

In this example, more autonomous cars could bring about a dramatic increase in public drinking and alcoholism. After all, we’re human.

Autonomous cars and drinking maybe a dramatic example that may never unfold, but then again, it does have the possibility. Look at how companies approach developmental change within an organization. What maybe a small change from the top will ripple down may have unseen consequences if not mapped out. What about dramatic change such as rebranding, environmental design, digital adaptation or even evolving staff culture?

For companies attempting to evolve and stay profitable, not seeing how change will unfold could be as dangerous as not changing at all. This is why visual thinking and graphic facilitation are such a powerful tools in Organizational Change or new product development.

See the possible outcomes and pitfalls before you implement change.

Reshaping Healthcare

Berry Tree

My grandmother was a simple woman and always had a unique way of viewing and explaining the world to me. Her simple upbringing always seemed to add clarity to her storytelling lessons which always helped me to better understand life, people and how things work.

The reason I bring this up is because while chatting with someone in Healthcare about the challenges of changing how people think about what healthcare should or could be, I was reminded of one of her stories about being something you’re not or trying to be different from your nature.

“Take the berry tree. ” She would whisper as if a great secret was being shared. “Its nature is to be a berry tree. No matter how you trim, cut or tie down its limbs to look like a berry bush, its nature is to be a tree. Its trunk will grow out as it was intended to do in order to support the long limbs where the berries should hang. But it will never be a berry bush. No matter how hard you try.”

Then she smiled and added, “The more you reshape it the less fruit you gather.  So, if you want a berry bush, than it’s wiser to plant a different kind of seed.” 

As I watch how the Healthcare industry is trying to change and reshape itself, I reflect on that story of the berry tree. If Healthcare needs to be different, then maybe it’s wiser to create something new, than it is to reshape that which it was intended to be. Maybe it’s time to grow from different seeds.

Change can be very hard to do from the inside. My advice is always to seek help from someone from the outside to get a fresh and different perspective to grow a new idea. Because thinking outside the box is just that, it’s the thinking from outside the box.

KMD

The Mobius Method: Experience Event Design

First, what is Möbius? Möbius is a surface with only one side and only one boundary. A good example of this is M.C. Escher’s “Ants on a Möbius Strip” seen below.

2010130132848_escher-mobius_strip

How does this relate to Experience Event Design? The concept must be an endless and continuous movement.

Having had the pleasure to aid in many event planning sessions over the course of my lifetime which many were repeating, I realized early on that most plans only focus on a moment in time combined with a single characterized theming principle. Most events lacked any real purpose other than to host of notoriety, make money or to celebrate an occasion. But what if the event could be much more and possibly without any more effort or possibly even less?

There had to be some method that increased the impact and experience of any given event. An event had to be planned far beyond the constraints of the event moment itself. It had to flow with consistency, purpose, theme and direction. It was more than a single event disconnected from any other. It could be like a Möbius strip, seemingly without beginning or end.

Before I explain any further, let me share that this post will cover four key issues around an experience event; Theatre, Experiences, Stages of Experience, and Ownership.

Theatre

Theatre is defined so well by Peter Brook’s quote: “I can take any empty space and call it a stage. A man walks across that empty stage whilst someone else is watching him, and this is all that is needed for an act of theatre to be engaged.”

Every event you create, host or involved with is a production of theatre. You have your performers and your audience. You follow a script and each person has their role. Never treat it any less if you strive to make it a great experience, anything less is merely a service valued on price.

To be in the mindset of theatre one must focus on the Why and How and not the What. Service mindsets focuses solely on what work is performed; an experience mindset focuses on how the what is performed. Before you can even think of focusing on how the whats will be performed you must understand why you even doing it and for who, because the event is never for the performers, rather for the audience. So take the advice of Simon Sineck and “Start with Why”, then focus on the Who before you focus on the How and What.

When it comes to event experiences its important the theme or motif of the event should not be the focus of the planner, rather how the theme is expressed through the event experience.

Experiences

Experiences exist in four realms and are anchored across two axises by the level of involvement being passive or active and the axis of engagement from absorption to immersion. These axises create four experience realms of Entertainment (passive/absorb), Educational (active/absorb), Escapist (active/immerse) and Esthetic (passive/immerse). Knowing which of the four your event should be structure upon is important. More important is developing with all four in mind creating a sweet spot of all four realms.

Is not to say that over the span of the event experience the type of experience can shift more in favor of one or more realms. A tool for this is to divide the span of the event into five distinct stages and use the experience grid with percentage of a 100 points per stage. This will help focus on the type of content and performances needed to stage the experience.

Stages of Experience

With all curated experiences, there are identifiable stages along the course of the experience. Typically there are five unique stages; Attracting, Entering, During, Exiting and Extending. My view, at each stage a planner should use the theme grid percentage tool to keep the overall flow on track to stage the complete experience theme.

Attracting

Attracting happens before your audience ever arrives to the event or walks on to the premises hosting the event. Attracting is the time when you are creating interest in the vent. Invitations to a wedding, advertising for shows or even things shared on social media of previous experiences. Guaranteed, you may not be able to control social media and I never believe anyone can, yet you can add content based upon the four realms of experience to this stream to help in attracting and beginning telling the story of the event experience. It is the stage where expectations are established.

Entering

The Entering stage is the transitional stage or liminal zone to the event experience. At this stage, the audience is moving from the outside world into the space hosting the event. Cues need to support the expectations created during the attracting stage. Which of the realms of experience should be the focus during this transition? Which support and enhance the transition best?

A simple example of using the Esthetic Experience (passive/immerse) in the Entering stage could be as your audience or attendees arrive the registration/ticket area is staged as an extension of the overall event. If the event is focused on music, than maybe the space is walled with blank oversized music sheets used as messaging boards, agendas or event highlights. Maybe there are sitting areas with instruments so visitors can huddle and play music while waiting.

During

During is the event itself. It is the action and performances occurring as the main activities. This stage of the experience holds the most weight of the experience. When using the Experience Realm focus on staging on the sweet spot of the grid, the center where all four realms come into play. That is to say, you can not focus on one or more types of experiences at various times or overall, just be aware that “During” is the stage to create the greatest impression and experience of the event.

Exiting

Exiting is another transitional or liminal zone. The stage is useful in building memories of the event experience. the audience is transitioning from the experience(s) you have created back into the everyday world. You do not want them to transition abruptly or without reinforcing their experience. Look to the four realms once more, what type of exiting experience will enhance their overall experience as well as create a positive memory as the exit? Could the exiting space be gift bags arranged on a display that highlights the events activities or some area for reflection before departing? Whatever it maybe, it needs to be less that main experience, but still extend from the experiences already engaged in.

Extending

Okay, everyone is gone, the space is cleared of the previous event it’s over right? No! Extending the experience is the critical piece of the memory around the experience. Having something to extend beyond the experience to help remind your audience of their time spent, since time spent with you or your experience is what is at stake.

Take a ballpark ticket stub. This is a natural extending element of the experience. Each time you see that ticket it brings up the memory of the experience. It is a piece of memorabilia or token of your time spent. Crete a unique piece of memorabilia that your audience can take with them or receive later to remind them of their time with you or your event.

Ownership

So I shared a lot on experiences, staging of experience, stages of experiences and even the realms of types of experiences, but the real challenge to planning is knowing who owns these experiences? Do you the stager/planner, the performers who interacted with the audience or the audience members who the event was created for? In reality everyone involved, because experiences are unique to each person and are held internally. Each person experiences differently. All a planner can do is plan with a purpose, stage with direction and reinforce with strong performers, a good script and the right props.

Back to the Möbius Method

So why is it called the Möbius Method? Because all experiences flow into the next and each staged experience moves from internally curated by the planner,stager to externally experienced by those in the audience or getting involved. Like the Möbius strip which rotates and twist so it becomes endless and transitions from being internally to externally facing and back again, so to is the role of the event experience planner.

Before you close out this post, take a moment to reflect, not on the events you stage, rather on how you stage your interaction with clients. These too are events and follow the same rules of theatre that your offering does. How are you leading your clients through the stages of experiences and which types of experiences are you using at the various stages.

Interacting with each client and moving from one client to the next is your Möbius Strip of Business, stage it well because you are creating memories on the time your clients spend with you.

mobius strip 1

Here is a Visual Strategy tool to help when planning.

image

 

 

Making Intangible Ideas Tangible

There is an epidemic facing our business world. The symptoms may go undetected and has spread like wildfire in a drought. This type of epidemic can be so destructive that it actually destroys businesses from at the very core and no one sees it coming, especially when its company-wide.

This condition spreads through daily activities, mutual conversation and even electronically communications undetected. There is no way to spot once its too late to protect yourself or others.

No, I am not talking about a air-borne disease or some contagious virus. No, I’m talking about the loss of information and key ideas created and then lost forever. I am talking about the inability of groups to capture and share ideas and goals effectively. There is a method of inoculation and eventual cure to this epidemic…

Graphic recording.

Okay, so it sounds like a commercial right. True, but in reality, it is a statement of support. When an organization creates ideas from interaction of co-workers, capturing these ideas so that they are documented as well as shared aids in the propagation of these ideas. One of the most powerful tools is graphic recording, capturing ideas in both written and graphical documentation so that the information can be reflected upon and shared.

Different descriptions and scale of graphic recording
Different descriptions and scale of graphic recording

Graphic recording does not always have to be done larger than life on huge sheets of paper on the walls, no, you can scale down to sketchbooks or even small notebooks. Whatever the size you choose to use, make sure you share. When you share ideas captured, you inoculate against the epidemic of forgetfulness, the killer of great ideas.

So to all those who meet, share, present, communicate, doodle on napkins, capture these ideas and document them to share. You never know who may see them and build on the idea to make them real.

Always remember, make intangible ideas tangible so others may SEE!