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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.

 

 

 

 

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Seeing IS Believing for Success

During a conference that I attended a few months back, I had the opportunity to heard a speaker present on the topic of failure in business. Granted, there were other presenters who also referenced business and start-up failure, yet this one speaker said something that struck a curiosity.

I had spent a few days listening to various theories and professional point-of-views on the subject of business failure, however, all the data and conversations paled in comparison to one single statement, “The single most important reason that ventures fail is simply because others can’t see your idea.”

Being a Visual Translator and facilitator for businesses, this idea that others must see an idea was a feather in my cap. I have always believed that mapping an idea is the best method of communicating an idea to others and keeping you on track. Hearing that not seeing only reinforced my stance on using the talents of a visual translator or graphic recorder to help solidify a concept.

But that wasn’t the end of the statement. After a few more moments of letting the thought sink in, the speaker add two more points that anchored the whole of the presentation. “If you can’t see the idea, then you and others can not truly believe in that idea. And if you can’t believe in it, your chances of you or others acting on that idea fall dramatically.”

Being from the Midwest, especially from Missouri, we have an old saying about proof and belief, “Show me.” So maybe there is more truth in this idea of seeing is believing than most give credit. So I went digging for more information on the power of seeing an idea to help promote success.

In 2015, TD Bank performed a deep dive study into visuals and business. After interviewing over 1100 people and 500 small businesses, the survey results were amazing. About 67% (335) of the small business responses agree that visually mapping of a business idea helps in the plan development. Unfortunately, only 20% (67) of those business respondents actually used visual mapping or image boards in planning. Interestingly, 76% (51) of those who utilized visuals in planning indicated by response that they were successful in achieving the goals they created in those visuals.

So 76% of visual users actually were successful in achieving their vision. Imagine if 76% of those 500 small businesses were assisted by a visual translator or facilitator. The rate of failure would drop dramatically.

In summary, for your idea or strategy to have the best chance of success you must first make it visible to you and others. Once the idea is visible, then all involved can begin to believe it. If all believe it, then they can act on it to make it a success.

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Designing Happiness

Much has been said about the Experience Economy over the past 20 years. Some professionals talk about it as the next economic era and the logical progression of value. I agree with this thinking and have come to believe this is greatly due to the shift in consumer demand and the rapid change of goods. The race to have the latest is quickening. No longer is it about keeping up with the Joneses, it’s about try to keep up with ever-changing goods in order to achieve happiness. Somewhere along the line in history, consumers have been directed to buy more and newer goods in the promise that consumers can buy happiness.

Take a look at any advertisement on television, digital screen or a photo in a magazine or on a billboard. Its filled with smiling happy people holding the latest and greatest version of a thing. They all look happy that they have the newest thing. Manufacturers are changing models, product mixes and even design faster than the normal consumer can keep up. Why?

There seems to be this condition called Hedonic treadmill. The feeling of happiness after buying something. Unfortunately, that happiness fades quickly, especially when the manufacturers are producing newer versions of goods at a faster rate. This speed of change only shortens the Hedonic adaptation cycle and shortening that sense of being happy.

So what are consumers to do to overcome this treadmill? It begins by understanding the Hedonic treadmill and what actually helps create happiness in a consumer. It means looking at why buying things is not the answer to achieving happiness and looking to what does. In a recent article by Dr. Brooks on this subject, he states that experiences offer more value over things. Happiness can be achieved through experiences.

So, as designers who developing experiences for as economic offerings, it is key to focus on how the experience creates happiness in the consumer. In other words, design with happiness in mind. To achieve this, designers will need to keep in mind that experiences are personal and unique to each individual and that customization is at the heart of every experience, because each person experiences events differently and for different reasons. Also, positive experiences create lasting memories, memories people share.

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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

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Signature Moments

Have you ever wondered if there was something more you could do to extend your brand or message? Well, there is.

One opportunity that is usually overlooked is at the point of when your customers are exiting your business. Add a signature moment that adds that little punch to the engagement. As a Visual Translator, I find that taking photos of attendees at the wall acting as if they are doing the work, is a great piece of memorabilia and a signature moment for them. It also gives me another chance to communicate my brand and my work through various channels the attendee wishes to use. It’s both branding and a signature moment.

Take a look at your business. When is there an opportunity to add that moment outside of the normal business transaction? Now fill it with something that is uniquely you.

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Attracting Customers Is Not Enough

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In the Experience Economy, the authors use a flow process. Over the years of working with them, assisting clients with customer and employee journey maps, I realized that the first stage of most journeys begin with “Attracting”.

Attracting is good, yet the idea of attracting merely means you want them to notice you and nothing more. This term creates no call to action. Because of that and that I tend to never let an idea go, I rethought the whole initial process and change the beginning from Attracting to Enticing.

Look at an experience or business you have. Are you merely trying to attract attention or is it that you want people to enter your business? Me, I want to entice people inside. I want them to engage not merely notice. Enticing truly means you are actively generating interest that is sparking curiosity in the mind of your prospect in hopes to make them your customer.

If you would like to learn more or remap your customer journey, let’s chat.