the way of the whiteboard: persuading with pictures

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Hear Dan Roam talk 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, or selling a new technology platform within an organization, nothing is more powerful than a simple picture for discovering and developing technological concepts and business ideas. This session shows how to use the pictures we've created to persuade other people to take action.

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Page 1: The Way of the Whiteboard: Persuading with Pictures
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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved4

We can solve our problems with pictures.

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved5

We’re going to need rules.“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

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Obviously, we need a stool.

2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved6

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It needs to be a strong stool.

2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved7

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First leg.

2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved8

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved9

Visual thinking unwritten rule #1

Whoever best describes the problem…

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved10

Visual thinking unwritten rule #1

Whoever best describes the problem…

is the one most likely to solve it.

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved11

Visual thinking unwritten rule #1

(Whoever draws the best picture gets the funding.)

Whoever best describes the problem…

is the one most likely to solve it.

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved12

Let’s go to Washington.

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Pictures in politics?

2008 © Dan Roam SOLVING PROBLEMS WITH PICTURES13

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2008 © Dan Roam SOLVING PROBLEMS WITH PICTURES14

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2008 © Dan Roam SOLVING PROBLEMS WITH PICTURES15

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2008 © Dan Roam SOLVING PROBLEMS WITH PICTURES16

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2008 © Dan Roam SOLVING PROBLEMS WITH PICTURES17

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2008 © Dan Roam SOLVING PROBLEMS WITH PICTURES18

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2008 © Dan Roam SOLVING PROBLEMS WITH PICTURES19

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2008 © Dan Roam SOLVING PROBLEMS WITH PICTURES20

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved21

The ultimate political napkin story…

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved22

In 1974 Laffer drew this picture:

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved23

In 1974 Laffer drew this picture:

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved24

In 1974 Laffer drew this picture:

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved25

In 1974 Laffer drew this picture:

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved26

Which he showed to these two guys…

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved27

… who are, of course, these two guys:

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved28

OK, NEXT...

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2008 © Dan Roam SOLVING PROBLEMS WITH PICTURES29

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved30

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved31

For example, what does a stimulus look like?

* American Recovery and Reinvestment Act, signed into law Feb. 17, 2009

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved32

Hey folks, where is the picture?

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved33

The big picture is in here, right?

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved34

Somewhere?

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved35

Anywhere?

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved36

Help.

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved37

That’s it?

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved38

Exercise 1: the Who is ‘We’ self-assessment

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved39

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved40

The “napkin sketch” is the future:

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved41

Let’s create a problem-solving napkin…

On your napkin, draw a circle and give it a name…

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved42

Let’s create a problem-solving napkin…

On your napkin, draw a circle and give it a name…

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Next leg.

2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved43

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Unwritten visual thinking rule #2:

We can’t solve a problem that overwhelms us.

2009 © Digital Roam Inc. 44

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Unwritten visual thinking rule #2:

We can’t solve a problem that overwhelms us.

2009 © Digital Roam Inc. 45

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Unwritten visual thinking rule #2:

We can’t solve a problem that overwhelms us.

2009 © Digital Roam Inc.

We need to first break it down into bite-sized pieces.

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Unwritten visual thinking rule #2:

We can’t solve a problem that overwhelms us.

We need to first break it into bite-sized pieces.

2009 © Digital Roam Inc.

There are only so many kinds of problems and they are all

composed of the same pieces.

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved48

Another story of a few business guys sitting around talking…

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved49

Another story of a few business guys sitting around talking…

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved50

Another story of a few business guys sitting around talking…

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved51

“Why can’t Wal-Mart be the company every day

that we were during those days of Katrina?” - H. Lee Scott,

Address to Wal-Mart employees, July 13, 2006

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved52

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved53

Wal-Mart sustainability data

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved54

I suggested a simple set of pictures.

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved55

What would happen if we drew out how Wal-Mart works?

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved56

That’s what we did.

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved57

Then we could break that model into separate layers…

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved58

So people could finally “get it”.

In 2005, all Wal-Mart stores combined output 20,783,368 cubic tons of CO2.

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved59

But this is the picture that mattered…

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Last leg.

2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved60

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The more “human” your picture,

the more human the response.

2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved61

Visual thinking unwritten rule #3

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved62

Visual thinking unwritten rule #3

The more “human” your picture,

the more human the response.

(The mind likes to look at things that match the way we see.)

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved63

Let’s look at how we see:

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved64

Let’s look at how we see:

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved65

Let’s look at how we see:

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved66

Let’s look at how we see:

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved67

The 6 ways we see:

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved68

Back to our napkin…

Now cut our problem into 6 slices…

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved69

The 6 ways we see: Who & What

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved70

The 6 ways we see: How much

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved71

The 6 ways we see: Where

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved72

The 6 ways we see: When

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved73

The 6 ways we see: How

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved74

The 6 ways we see: Why

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved75

The 6 ways we see: Why

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved76

Back to our napkin…

Now cut our problem into 6 slices…

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved77

The 6x6 rule

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved78

Back to our napkin…

Now cut our problem into 6 slices…

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved79

A portrait shows who & what… your members, for example:

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved80

A portrait shows how to distinguish one thing from another:

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved81

Let’s draw corresponding pictures…

The 6 ways we show…

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved82

A chart shows how much:

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved83

A chart shows how much:

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved84

Let’s draw corresponding pictures…

The 6 ways we show…

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved85

A map shows where to put everything:

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved86

And shows where pieces are missing:

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved87

Or where business perfection resides:

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved88

Let’s draw corresponding pictures…

The 6 ways we show…

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved89

When? 1969!

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved90

When?? Better draw a timeline…

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved91

(If you want lots of discussion, try a looping timeline)…

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved92

Let’s draw corresponding pictures…

The 6 ways we show…

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved93

A flowchart adds up what + where + when to show how…

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved94

Let’s draw corresponding pictures…

The 6 ways we show…

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved95

Last, a “multi-variable chart” shows why things are…

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved96

Last, a “multi-variable chart” shows why things are…

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Your visual thinking stool.

2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved97

Drawing wins.Keep it human.

Use bite-sized pieces.

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A last lesson…

2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved98

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved99

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In 2002, the Thomson Corporation hired my company to help with their brand

strategy.

2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved100

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved101

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Who is who?

2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved102

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04/11/2023

How much?

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04/11/2023

Where do they overlap?

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04/11/2023

Where do they all sit? (And when?)

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04/11/2023

How are we going to make it happen?

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Why?

2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved107

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2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved108

(It was a $17.2 Billion Dollar Chart)