Visual planning using templates
Dr Vicky Lofthouse
February 2014
Contents
• Visual teams – what they are and why they are valuable

• Why use visual templates?
• Introduce the template you are going to use
• Reflect on the benefits of each element
• Get on and draw one up in your groups

• Start to populate with the activities that you need to do to get to
the end of the project
Visual teams
We live in a very visually stimulated and literate time…
Teams can take advantage of this…
Working visually

is what designers do, so it makes

sense to organise teams in this way…

…graphic facilitation to support innovation &

team working
They draw from the world of design to bring
the business sector…

visual

approaches to
Using visual templates
There are lots available with different purposes…
The one you will be using…
Using visual templates…
• A good team building activity – gives you a chance to work together
at the start of a project
• Helps align expectations
• Clarifies roles
• Supports clarity of requirements
• Provides an opportunity for concerns to be voiced, recorded and
moved on from
The template consists of a
number of different elements
that need to be drawn up on a
large piece of paper…
The templates are designed to go
on the wall so that everyone can
see them and engage with them….
The template consists of a number of different elements that each serve
a purpose…
Identify and give yourselves a proper title / team name that you like…
You will use this for the whole duration of the project
Record who is in the team, along with any roles
that have been assigned

Jack
Jing
May

Mavis
Oscar
Zach
What is your goal; primary goal &
secondary objectives…

Blah

Jack
Jing
May

Blah
Blah

Blah

Blah

Mavis
Oscar
Zach
Blah

Blah
Blah
Blah…

Jack
Jing
May

Blah
Blah…
Blah
Blah…

Blah
Blah…

Blah
Blah…

Mavis
Oscar
Zach
Blah
Blah…

Blah…

Blah…

What difficulties do you foresee –
be honest and get them down…

Blah…
Blah…

Blah…

Blah
Blah…
Blah
Blah…

Jack
Jing
May

Blah
Blah…
Blah
Blah…

Blah
Blah…

Blah
Blah…

Mavis
Oscar
Zach
Blah
Blah…
Blah… Blah… Blah…

What is it about your team
that’s going to make it work…

Blah…
Blah…

Blah…

Blah
Blah…
How are you going to reach your
goals? Step by step…

Blah

Jack
Jing
May

task
task
task

task

task

task

task
task

task

Mavis
Oscar
Zach

task

Blah
task

task

Blah…

Blah

Blah…
Blah…

Blah…
Blah…

Blah

Blah

You might use it as a timeline
Assign dates
Blah… working groups
Assign people / Blah… Blah…

Blah…

Blah

Blah…

Blah
Recap
Draw up the template – make it look beautiful; take pride in your work
Feel free to express your creativity; just make sure it works for you…
Recap
Fill in the team members

Identify your key targets (on a
post it)
Discuss challenges you might face
Identify your success factors
As a group brainstorm the
tasks you need to complete to
move towards the target

- add what you can for now
Have a go…
And finally…
This should be a working template…

Assess the tasks that
should have been
done – tick them off

Assign the next lot of
tasks to people with a
date for completion

Reflect on any new success
factors & challenges
Get it out at each meeting – ideally pin it up somewhere where you
can all see it
Visual planning using templates 2014 Feb 14

Visual planning using templates 2014 Feb 14

  • 1.
    Visual planning usingtemplates Dr Vicky Lofthouse February 2014
  • 2.
    Contents • Visual teams– what they are and why they are valuable • Why use visual templates? • Introduce the template you are going to use • Reflect on the benefits of each element • Get on and draw one up in your groups • Start to populate with the activities that you need to do to get to the end of the project
  • 3.
    Visual teams We livein a very visually stimulated and literate time… Teams can take advantage of this…
  • 4.
    Working visually is whatdesigners do, so it makes sense to organise teams in this way… …graphic facilitation to support innovation & team working
  • 5.
    They draw fromthe world of design to bring the business sector… visual approaches to
  • 6.
    Using visual templates Thereare lots available with different purposes…
  • 7.
    The one youwill be using…
  • 8.
    Using visual templates… •A good team building activity – gives you a chance to work together at the start of a project • Helps align expectations • Clarifies roles • Supports clarity of requirements • Provides an opportunity for concerns to be voiced, recorded and moved on from
  • 9.
    The template consistsof a number of different elements that need to be drawn up on a large piece of paper…
  • 10.
    The templates aredesigned to go on the wall so that everyone can see them and engage with them….
  • 11.
    The template consistsof a number of different elements that each serve a purpose…
  • 12.
    Identify and giveyourselves a proper title / team name that you like… You will use this for the whole duration of the project
  • 13.
    Record who isin the team, along with any roles that have been assigned Jack Jing May Mavis Oscar Zach
  • 14.
    What is yourgoal; primary goal & secondary objectives… Blah Jack Jing May Blah Blah Blah Blah Mavis Oscar Zach Blah Blah
  • 15.
  • 16.
    Blah Blah… Jack Jing May Blah Blah… Blah Blah… Blah Blah… Blah Blah… Mavis Oscar Zach Blah Blah… Blah… Blah… Blah… Whatis it about your team that’s going to make it work… Blah… Blah… Blah… Blah Blah…
  • 17.
    How are yougoing to reach your goals? Step by step… Blah Jack Jing May task task task task task task task task task Mavis Oscar Zach task Blah task task Blah… Blah Blah… Blah… Blah… Blah… Blah Blah You might use it as a timeline Assign dates Blah… working groups Assign people / Blah… Blah… Blah… Blah Blah… Blah
  • 18.
    Recap Draw up thetemplate – make it look beautiful; take pride in your work
  • 19.
    Feel free toexpress your creativity; just make sure it works for you…
  • 20.
    Recap Fill in theteam members Identify your key targets (on a post it) Discuss challenges you might face Identify your success factors As a group brainstorm the tasks you need to complete to move towards the target - add what you can for now
  • 21.
  • 22.
    And finally… This shouldbe a working template… Assess the tasks that should have been done – tick them off Assign the next lot of tasks to people with a date for completion Reflect on any new success factors & challenges Get it out at each meeting – ideally pin it up somewhere where you can all see it

Editor's Notes

  • #4 Graphics and text are dancing continuously on website, smartphones, magazines, ads, TV
  • #19 http://www.helensandersonassociates.co.uk/about-us/gallery.aspx
  • #23 Large sheet of paper per groupPensPastelsStickersPost it notes