OPEN-Source Large Format Templates

Because I believe that any process can benefit from visual thinking I have designed this core set of large format templates to support great conversations.  I also believe that people doing good work should have access to good tools, regardless of their budgets – so I am open-sourcing all of them.

If you would like to use one or more of these tools for your next meeting please contact our production house, R&J Productions, for access to the hi-resolution, print-ready digital files.  The files will be provided to you electronically and you can print the templates at your cost.  Or if you prefer, R&J Productions can handle your printing and shipping for you (please ask for pricing).

Train-the-Trainer training is available on request and a Facilitation Guide will be available shortly.

Creative Inspiration & Attributions
Creative inspiration for these tools have come from many sources over the years and each deserves acknowledgment. I encourage you to visit the websites of these professionals to appreciate their versions of visual thinking and to find additional tools:

Dan Roam - who wrote The Back of the Napkin, and simplified beautifully the art and science of visual thinking (link).

The Grove Consultants International - pioneers in bringing visual tools to the meeting room; check out their on-line store for a line of fabulous templates and additional tools (link).

Juanita Brown & David Isaacs - who understand the power of making conversation visible and have built it into the World Cafe technology; a global movement that is changing conversations everywhere (www.theworldcafe.com).

In addition I would like to acknowledge several individuals, who are also pioneers in the area of visual thinking, for their significant contributions to my thinking and growth as it relates to visual tools and language: Suzanne Zilke, Pete Abrahams, Karen Stratvert, Jon Sagen, and Leslie Salmon-Zhu.

The “Meta” Maps to a Strategic Thinking Process


A Map for Strategic Thinking (left) | print
Break it Down (right) | print

A Map for Strategic Thinking is a “big picture” or outline of what a strategic thinking process can look like.  This will look familiar to many as this is the process we all use at some subconscious level when we are considering new situations or old problems.  I have found that when participants can see a map of where they are going they are more willing to trust the process.

Break it Down is a series of questions and statements to help participants understand what is involved in each step of the process.

Tools for the SIGHT Phase

UNDER CONSTRUCTION - COMING SOON!
Our History as Prologue
| print

Use this chart to help your organization understand it’s story-to-date and identify the “Take Withs” and “Leave Behinds” for the next chapter.


Building Blocks
| print

The tried & true “SWOT” analysis pictured in a way to encourage appreciative inquiry.  Use this chart to help your group identify where to focus their energy and resources.


Big Picture Thinking | print

Use this chart to help your group think through the larger context they are operating within – the forces at play and the difference between trends and fads.

Tools for the inSIGHT Phase


Insight
| print

One of the most common mistakes made in strategic planning is to jump from the data download phase to the create phase. Use this chart (flipchart size) to debrief each of your exercises so that you really encourage your participants to sort through the data, identify relevant info right now, and seek the insight beyond the obvious.  When you’ve completed your planning process and drafted your Mission or Vision or whatever guiding document you were after, step back and look at all of your inSIGHT charts side-by-side – have you addressed the insights you identified along the way?

Tools for the CREATE Phase

 
My Bold Vision
| print

Use this chart (table-top size) for individual brainstorming prior to the group creating their collective vision.


Making it Real
| print

Use this chart to identify the long-shot perspective: those aspirations that are 3 years out; and the close-up perspective:  what do we need to do next?

 

 

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