Way of the Whiteboard

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The Powerpoint from Dan Roam’s captivating talk from MIX '09 about persuading people with pictures. Whether convincing leadership to back a project, getting a VC to fund a business, building consensus on a project team, you’ll see how nothing is more powerful than a simple picture.

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Way of the Whiteboard

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  4. We can solve our problems with pictures. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  5. We’re going to need rules. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved “ If you take off one of the legs of that stool, the stool falls down. That's not the answer. The answer for our party and for our country is to continue to fight for all three legs of that stool.” Governor Mitt Romney, July 26, 2007 "We're not going to come to a conclusion on a three-legged stool here, missing the fourth leg." Senator Chris Dodd, Sept. 26, 2008 There are three legs to the stool of American foreign policy: Diplomacy, development and military power. We are two of those legs. Secretary of State Hillary Clinton, January 22, 2009 "The recovery package that we're passing is only going to be one leg in, at least, a three-legged stool." President Barack Obama, January 23, 2009
  6. Obviously, we need a stool. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  7. It needs to be a strong stool. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  8. First leg. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  9. Visual thinking unwritten rule #1 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved Whoever best describes the problem…
  10. Visual thinking unwritten rule #1 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved Whoever best describes the problem… is the one most likely to solve it.
  11. Visual thinking unwritten rule #1 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved (Whoever draws the best picture gets the funding.) Whoever best describes the problem… is the one most likely to solve it.
  12. Let’s go to Washington. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  13. Pictures in politics? 2008 © Dan Roam SOLVING PROBLEMS WITH PICTURES
  14. 2008 © Dan Roam SOLVING PROBLEMS WITH PICTURES
  15. 2008 © Dan Roam SOLVING PROBLEMS WITH PICTURES
  16. 2008 © Dan Roam SOLVING PROBLEMS WITH PICTURES
  17. 2008 © Dan Roam SOLVING PROBLEMS WITH PICTURES
  18. 2008 © Dan Roam SOLVING PROBLEMS WITH PICTURES
  19. 2008 © Dan Roam SOLVING PROBLEMS WITH PICTURES
  20. 2008 © Dan Roam SOLVING PROBLEMS WITH PICTURES
  21. The ultimate political napkin story… 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  22. In 1974 Laffer drew this picture: 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  23. In 1974 Laffer drew this picture: 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  24. In 1974 Laffer drew this picture: 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  25. In 1974 Laffer drew this picture: 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  26. Which he showed to these two guys… 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  27. … who are, of course, these two guys: 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  28. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved OK, NEXT...
  29. 2008 © Dan Roam SOLVING PROBLEMS WITH PICTURES
  30. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  31. For example, what does a stimulus look like? 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved * American Recovery and Reinvestment Act, signed into law Feb. 17, 2009
  32. Hey folks, where is the picture? 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  33. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved The big picture is in here, right?
  34. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved Somewhere?
  35. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved Anywhere?
  36. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved Help.
  37. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved That’s it?
  38. Exercise 1: the Who is ‘We’ self-assessment 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  39. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  40. The “napkin sketch” is the future: 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  41. Let’s create a problem-solving napkin… 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved On your napkin, draw a circle and give it a name…
  42. Let’s create a problem-solving napkin… 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved On your napkin, draw a circle and give it a name…
  43. Next leg. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  44. Unwritten visual thinking rule #2: <ul><li>We can’t solve a problem that overwhelms us. </li></ul>2009 © Digital Roam Inc.
  45. Unwritten visual thinking rule #2: <ul><li>We can’t solve a problem that overwhelms us. </li></ul>2009 © Digital Roam Inc.
  46. Unwritten visual thinking rule #2: <ul><li>We can’t solve a problem that overwhelms us. </li></ul>2009 © Digital Roam Inc. We need to first break it down into bite-sized pieces.
  47. Unwritten visual thinking rule #2: <ul><li>We can’t solve a problem that overwhelms us. </li></ul><ul><li>We need to first break it into bite-sized pieces. </li></ul>2009 © Digital Roam Inc. There are only so many kinds of problems and they are all composed of the same pieces.
  48. Another story of a few business guys sitting around talking… 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  49. Another story of a few business guys sitting around talking… 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  50. Another story of a few business guys sitting around talking… 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  51. “ Why can’t Wal-Mart be the company every day that we were during those days of Katrina?” 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved - H. Lee Scott, Address to Wal-Mart employees, July 13, 2006
  52. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  53. Wal-Mart sustainability data 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  54. I suggested a simple set of pictures. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  55. What would happen if we drew out how Wal-Mart works? 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  56. That’s what we did. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  57. Then we could break that model into separate layers… 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  58. So people could finally “get it”. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved In 2005, all Wal-Mart stores combined output 20,783,368 cubic tons of CO2.
  59. But this is the picture that mattered… 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  60. Last leg. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  61. Visual thinking unwritten rule #3 The more “human” your picture, the more human the response. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  62. Visual thinking unwritten rule #3 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved The more “human” your picture, the more human the response. (The mind likes to look at things that match the way we see .)
  63. Let’s look at how we see: 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  64. Let’s look at how we see: 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  65. Let’s look at how we see: 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  66. Let’s look at how we see: 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  67. The 6 ways we see: 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  68. Back to our napkin… 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved Now cut our problem into 6 slices…
  69. The 6 ways we see: Who & What 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  70. The 6 ways we see: How much 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  71. The 6 ways we see: Where 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  72. The 6 ways we see: When 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  73. The 6 ways we see: How 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  74. The 6 ways we see: Why 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  75. The 6 ways we see: Why 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  76. Back to our napkin… 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved Now cut our problem into 6 slices…
  77. The 6x6 rule 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  78. Back to our napkin… 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved Now cut our problem into 6 slices…
  79. A portrait shows who & what … your members, for example: 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  80. A portrait shows how to distinguish one thing from another: 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  81. Let’s draw corresponding pictures… 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved The 6 ways we show…
  82. A chart shows how much : 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  83. A chart shows how much : 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  84. Let’s draw corresponding pictures… 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved The 6 ways we show…
  85. A map shows where to put everything: 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  86. And shows where pieces are missing: 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  87. Or where business perfection resides: 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  88. Let’s draw corresponding pictures… 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved The 6 ways we show…
  89. When? 1969! 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  90. When?? Better draw a timeline… 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  91. (If you want lots of discussion, try a looping timeline)… 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  92. Let’s draw corresponding pictures… 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved The 6 ways we show…
  93. A flowchart adds up what + where + when to show how … 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  94. Let’s draw corresponding pictures… 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved The 6 ways we show…
  95. Last, a “multi-variable chart” shows why things are… 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  96. Last, a “multi-variable chart” shows why things are… 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  97. Your visual thinking stool. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved Drawing wins. Keep it human. Use bite-sized pieces.
  98. A last lesson… 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  99. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  100. <ul><li>In 2002, the Thomson Corporation hired my company to help with their brand strategy. </li></ul>2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  101. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  102. Who is who? 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  103. How much? 06/08/09
  104. Where do they overlap? 06/08/09
  105. Where do they all sit? (And when?) 06/08/09
  106. How are we going to make it happen? 06/08/09
  107. Why? 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved
  108. 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved (It was a $17.2 Billion Dollar Chart)

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