Visual planning using templates

Dr Vicky LofthouseFebruary 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 visual approaches to

the business sector…

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

JackJingMay

MavisOscarZach

Record who is in the team, along with any roles that have been assigned

JackJingMay

MavisOscarZach

What is your goal; primary goal & secondary objectives…

Blah

Blah

Blah

BlahBlah

Blah

Blah

JackJingMay

MavisOscarZach

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

Blah…

Blah…

Blah…

Blah…Blah…

Blah…

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Blah…

Blah…

Blah…

Blah… Blah…

Blah

Blah

Blah

BlahBlah

Blah

Blah

JackJingMay

MavisOscarZach

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

Blah…

Blah…

Blah…

Blah…Blah…

Blah…

Blah…

Blah…

Blah…

Blah…

Blah… Blah… Blah…

Blah

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BlahBlah

Blah

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JackJingMay

MavisOscarZach

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

Blah

Blah

Blah

BlahBlah

Blah

Blah

Blah…

Blah…

Blah…

Blah… Blah… Blah…

Blah… Blah…

Blah…Blah…

task

task

task task

task

tasktask

tasktask

task

task

task

You might use it as a timelineAssign datesAssign people / working groups

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…

Get it out at each meeting – ideally pin it up somewhere where you can all see it

Reflect on any new success factors & challenges

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

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