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                        The “lost chapter”
                        from The Back of the Napkin
                        by Dan Roam



No 44.03   Info                                       /4
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           Visual thinking is the future                      As businesspeople, becoming comfortable
           of business problem solving.                       with our visual abilities again—improving
           Using our innate ability to see—both with our      our ability to look at complex information,
           eyes and our mind’s eye—gives us entirely          see important patterns emerge, imagine new
           new ways to discover hidden ideas, develop         possibilities, and clearly show those discov-
           those ideas intuitively, and then share those      eries to others—is about to become our most
           ideas with other people in a way they are          valuable skill.
           simply going to “get.”                             In my book, The Back Of The Napkin: Solving
            In fact—as we all know—visual thinking isn’t      Problems And Selling Ideas With Pictures, I give
           “new” at all. It’s our oldest problem-solving      dozens of examples of how businesspeople
            toolkit of all, predating verbal communications   have solved complex problems through learning
            in the evolutionary chain by eons, and giving     to think with their eyes. But more importantly,
            us as Kindergartners the ability to explore       I introduce my simple set of four basic visual
            and explain our ideas long before we could        thinking tools that anyone can use to address
            read and write.                                   any problem at any time.

           As globalized supply chains and emerging           In order to keep the book as focused as possible
           markets flatten the world, as information          on the “how-to,” I decided to remove one
           overload becomes the status quo, and as com-       of my favorite chapters. Entitled “The Ten and
           munication channels proliferate, problem-          a Half Commandments of Visual Thinking,”
           solving complexity is only going to increase.      I’m pleased to present that missing chapter here
           In other words, there’s more data out there        in its entirety. I hope you find it useful and
           in more forms and languages than ever before,      eye-opening.
           and there’s a greater need than ever for           —Dan Roam
           businesspeople to make good decisions and
           communicate their thinking to others.




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           1. Any problem can be solved with a picture.




           Strategic, financial, operational, conceptual, personal, and emotional—it doesn’t matter
           the nature of the problem we face—if we can imagine it, we can draw it. By drawing it
           we will see otherwise invisible aspects and potential solutions emerge. Drawing out our
           problem is always worth a try. Even in the worst case—if no solution becomes visible—
           we’ll still end up with an infinitely clearer view of our situation.




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           2. Everyone starts by saying, “I can’t draw, but...”




           If you think you can’t draw, you’re in good company. The only demographic group
           who really knows they can draw is in Kindergarten today. Wait a minute... weren’t you once
           in Kindergarten, too? The fact is, we are all born excellent visual thinkers. If you’re visual
           enough to walk into a room without falling down, you’re visual enough to solve problems
           with pictures.




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           3. Avoid drawing on the linen.




           The whole point of “napkin sketching” is that you never know when you might want to visually
           explore an idea. Any paper napkin will work as a drawing surface, which is why cafes and bars are
           great idea-sharing places. But when you’re in a more proper establishment with fancy linens, you’ll
           need to BYOP (Bring Your Own Paper). Best lesson: always carry a little notebook and a pen.
           (Tip: while waiters in proper establishments are always willing to loan a pen, be sure to give it back.)




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           4. To start, draw a circle and give it a name.




            The hardest line to draw is the first one—so don’t even think about it.
            Just draw a circle in the middle of your page and label it with the first name that comes to mind:
           “me,” “you,” “them,” “today,” “yesterday,” “tomorrow,” “profit,” “loss,” “our product,”
           “our company,” “our competitor,” “the globe,” “the weather”—whatever.
            It really doesn’t matter what you select at this point; all that matters is that you get started.




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           5. Select the best picture type from the “Basic Six”
           (Who/What, How Much, Where, When, How, Why).




           Once we’ve got that first circle drawn, all we need to do to keep our sketch going is select
           which of the “Basic Six” frameworks best supports the type of problem we’re solving:
           1) a PORTRAIT for a “Who” or “What” problem; 2) a CHART for a “how much” problem;
           3) a MAP for a “where” problem; 4) a TIMELINE for a “when” problem; 5) a FLOWCHART for
           a “how” problem; or 6) a MULTI- VARIABLE PLOT for a “why” problem. From just these six,
           we have the backbone framework for any problem-solving picture.




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           6. Anthropomorphize everything.




           People respond to people. Faces and stick-figures, however crudely drawn, immediately
           elicit attention, understanding, and reaction. Whether to show relationships and quantities,
           emphasize a point, or just provide a sense of scale, draw people in by drawing in people.
           (In a similar vein, the reason hand-drawn sketches are particularly powerful in sales
           and communications is their visibly human imperfections—and their “work-in-progress”
           appearance—invite participatory input from the audience.)




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           7. Take advantage of every mental trigger you can.
           (a.k.a. Use “pre-cognitive” attributes.)




           The human mind has evolved to process a wide range of visual cues instantly, even before
           we consciously “see” them—hence the term “pre-cognitive.” We recognize and apply meaning
           to size, shape, orientation, direction, and position—and make associations and distinctions
           between these traits—long before we have time to think about them. Since we don’t waste
           any “higher-level” cognitive cycles processing these basic attributes, the more information
           we convey through them, the more we free up our minds (and those of our audience) to look
           for deeper meaning.




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           8. Doodle aloud—and erase even louder.




           When the first person said, “A picture is worth a thousand words,” he or she permanently warped
           our understanding of pictures. The point of a good picture isn’t to eliminate words, it’s to replace as
           many as possible so that the words we do use are the important ones. (Rather than spending time
           verbally describing coordinates, positions, percentages, qualities and quantities, if we simply show
           them, we have more time to talk about what they mean.) So as you work through your picture, make
           a point of describing—even if it’s only to yourself—what the pieces mean and why you’re drawing
           them where you are. Even a stream-of-consciousness babble makes sense when it supports an
           emerging picture. And when something looks wrong, go ahead and erase it, talking through that
           as well. The combination of simultaneous creation and narration is magic.




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           9. Don’t draw what’s out there, draw what’s in here.
           (a.k.a. The sky is blue, except when I think it isn’t.)




            Everybody has his or her own idea of what things “really look like,” and we’re all wrong. The point
            of problem solving pictures isn’t to create great art. We’re not trying to show to ourselves and to
            others what things look like “out there” (in the real world); we’re trying to show what things look like
           “in here” (what we see in our own heads). The human brain is a remarkable problem-solving device.
            More often than not, we already know the solution to our problem—usually because we’ve already
            seen it somewhere before—but it’s locked away just out of grasp. When we see our problem mapped
            out in front of us pictorially, the solution often jumps right off the page. Don’t worry about what
            your picture looks like, concentrate on what it shows.




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           10. Draw a conclusion.




           The simple act of creating our picture is the most important part of visual problem solving.
           Drawing things out helps us look, see, imagine, and show ideas that would have remained hidden
           had we not picked up the pen. That said, it’s always worth it to take our picture to the point
           where something new emerges. When you think you’re done, push that pen one more time to
           write a title, a conclusion, an insight, or a comment. Squeezing one last drop out of your
           visual thinking muscle almost always delivers a “eureka!”




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           10 1/2 . Don’t lie (not to yourself, not to your audience, and most of all not to your picture).




           Pictures are powerful. Because processing images activates more corners of our minds
           than words alone, we have a greater tendency to believe what we see—and the images we
           create are far stickier than things we only hear. While any problem can be helped with a
           picture, the wrong picture can make any problem worse. So when you’re done with your image,
           go back and take one more look, if only to make sure that you haven’t gotten so caught in
           the marvelous act of drawing that you’ve mislead even yourself.




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                   info
                           ABoUT THE AUTHor
                           Dan Roam is the founder of Digital Roam Inc, a management consulting company that helps business
                           executives solve complex problems through visual thinking. Dan developed his understanding
                           of the power of pictures as a business problem-solving tool when he founded Red Square Productions
                           in Moscow in 1990, the first marketing communications company in the (then) Soviet Union.
                           When he arrived in Russia, his lack of Russian language skills forced him to use his visual skills to
                           share ideas with colleagues and clients, and that is when he began developing the visual thinking
                           tools introduced in The Back of the Napkin. He now lives in San Francisco.


                           SEnD THIS
 BUy THE Book              Pass along a copy of this manifesto to others.
 Get more details or buy
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 The Back of the Napkin.
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                           Born on DATE
                           This document was created on March 5, 2008 and is based on the best information available at that time.
                           Check here for updates.

                           ABoUT cHAnGETHIS                             copyrIGHT Info                                 WHAT yoU cAn Do
                           ChangeThis is a vehicle, not a publisher.    The copyright of this work belongs             You are given the unlimited right to
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                           knew that already.                           license, visit Creative Commons or send a      waiting room. You can transcribe the
                           ChangeThis is supported by the love and      letter to Creative Commons, 559 Nathan         author’s words onto the sidewalk, or you
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The 10 1/2 Commandments of Visual Thinking: The "Lost Chapter" from The Back of the Napkin

  • 1. ChangeThis The “lost chapter” from The Back of the Napkin by Dan Roam No 44.03 Info /4
  • 2. ChangeThis Visual thinking is the future As businesspeople, becoming comfortable of business problem solving. with our visual abilities again—improving Using our innate ability to see—both with our our ability to look at complex information, eyes and our mind’s eye—gives us entirely see important patterns emerge, imagine new new ways to discover hidden ideas, develop possibilities, and clearly show those discov- those ideas intuitively, and then share those eries to others—is about to become our most ideas with other people in a way they are valuable skill. simply going to “get.” In my book, The Back Of The Napkin: Solving In fact—as we all know—visual thinking isn’t Problems And Selling Ideas With Pictures, I give “new” at all. It’s our oldest problem-solving dozens of examples of how businesspeople toolkit of all, predating verbal communications have solved complex problems through learning in the evolutionary chain by eons, and giving to think with their eyes. But more importantly, us as Kindergartners the ability to explore I introduce my simple set of four basic visual and explain our ideas long before we could thinking tools that anyone can use to address read and write. any problem at any time. As globalized supply chains and emerging In order to keep the book as focused as possible markets flatten the world, as information on the “how-to,” I decided to remove one overload becomes the status quo, and as com- of my favorite chapters. Entitled “The Ten and munication channels proliferate, problem- a Half Commandments of Visual Thinking,” solving complexity is only going to increase. I’m pleased to present that missing chapter here In other words, there’s more data out there in its entirety. I hope you find it useful and in more forms and languages than ever before, eye-opening. and there’s a greater need than ever for —Dan Roam businesspeople to make good decisions and communicate their thinking to others. No 44.03 Info /4
  • 3. ChangeThis 1. Any problem can be solved with a picture. Strategic, financial, operational, conceptual, personal, and emotional—it doesn’t matter the nature of the problem we face—if we can imagine it, we can draw it. By drawing it we will see otherwise invisible aspects and potential solutions emerge. Drawing out our problem is always worth a try. Even in the worst case—if no solution becomes visible— we’ll still end up with an infinitely clearer view of our situation. No 44.03 Info /4
  • 4. ChangeThis 2. Everyone starts by saying, “I can’t draw, but...” If you think you can’t draw, you’re in good company. The only demographic group who really knows they can draw is in Kindergarten today. Wait a minute... weren’t you once in Kindergarten, too? The fact is, we are all born excellent visual thinkers. If you’re visual enough to walk into a room without falling down, you’re visual enough to solve problems with pictures. No 44.03 Info 4/4
  • 5. ChangeThis 3. Avoid drawing on the linen. The whole point of “napkin sketching” is that you never know when you might want to visually explore an idea. Any paper napkin will work as a drawing surface, which is why cafes and bars are great idea-sharing places. But when you’re in a more proper establishment with fancy linens, you’ll need to BYOP (Bring Your Own Paper). Best lesson: always carry a little notebook and a pen. (Tip: while waiters in proper establishments are always willing to loan a pen, be sure to give it back.) No 44.03 Info /4
  • 6. ChangeThis 4. To start, draw a circle and give it a name. The hardest line to draw is the first one—so don’t even think about it. Just draw a circle in the middle of your page and label it with the first name that comes to mind: “me,” “you,” “them,” “today,” “yesterday,” “tomorrow,” “profit,” “loss,” “our product,” “our company,” “our competitor,” “the globe,” “the weather”—whatever. It really doesn’t matter what you select at this point; all that matters is that you get started. No 44.03 Info /4
  • 7. ChangeThis 5. Select the best picture type from the “Basic Six” (Who/What, How Much, Where, When, How, Why). Once we’ve got that first circle drawn, all we need to do to keep our sketch going is select which of the “Basic Six” frameworks best supports the type of problem we’re solving: 1) a PORTRAIT for a “Who” or “What” problem; 2) a CHART for a “how much” problem; 3) a MAP for a “where” problem; 4) a TIMELINE for a “when” problem; 5) a FLOWCHART for a “how” problem; or 6) a MULTI- VARIABLE PLOT for a “why” problem. From just these six, we have the backbone framework for any problem-solving picture. No 44.03 Info /4
  • 8. ChangeThis 6. Anthropomorphize everything. People respond to people. Faces and stick-figures, however crudely drawn, immediately elicit attention, understanding, and reaction. Whether to show relationships and quantities, emphasize a point, or just provide a sense of scale, draw people in by drawing in people. (In a similar vein, the reason hand-drawn sketches are particularly powerful in sales and communications is their visibly human imperfections—and their “work-in-progress” appearance—invite participatory input from the audience.) No 44.03 Info /4
  • 9. ChangeThis 7. Take advantage of every mental trigger you can. (a.k.a. Use “pre-cognitive” attributes.) The human mind has evolved to process a wide range of visual cues instantly, even before we consciously “see” them—hence the term “pre-cognitive.” We recognize and apply meaning to size, shape, orientation, direction, and position—and make associations and distinctions between these traits—long before we have time to think about them. Since we don’t waste any “higher-level” cognitive cycles processing these basic attributes, the more information we convey through them, the more we free up our minds (and those of our audience) to look for deeper meaning. No 44.03 Info /4
  • 10. ChangeThis 8. Doodle aloud—and erase even louder. When the first person said, “A picture is worth a thousand words,” he or she permanently warped our understanding of pictures. The point of a good picture isn’t to eliminate words, it’s to replace as many as possible so that the words we do use are the important ones. (Rather than spending time verbally describing coordinates, positions, percentages, qualities and quantities, if we simply show them, we have more time to talk about what they mean.) So as you work through your picture, make a point of describing—even if it’s only to yourself—what the pieces mean and why you’re drawing them where you are. Even a stream-of-consciousness babble makes sense when it supports an emerging picture. And when something looks wrong, go ahead and erase it, talking through that as well. The combination of simultaneous creation and narration is magic. No 44.03 Info 0/4
  • 11. ChangeThis 9. Don’t draw what’s out there, draw what’s in here. (a.k.a. The sky is blue, except when I think it isn’t.) Everybody has his or her own idea of what things “really look like,” and we’re all wrong. The point of problem solving pictures isn’t to create great art. We’re not trying to show to ourselves and to others what things look like “out there” (in the real world); we’re trying to show what things look like “in here” (what we see in our own heads). The human brain is a remarkable problem-solving device. More often than not, we already know the solution to our problem—usually because we’ve already seen it somewhere before—but it’s locked away just out of grasp. When we see our problem mapped out in front of us pictorially, the solution often jumps right off the page. Don’t worry about what your picture looks like, concentrate on what it shows. No 44.03 Info /4
  • 12. ChangeThis 10. Draw a conclusion. The simple act of creating our picture is the most important part of visual problem solving. Drawing things out helps us look, see, imagine, and show ideas that would have remained hidden had we not picked up the pen. That said, it’s always worth it to take our picture to the point where something new emerges. When you think you’re done, push that pen one more time to write a title, a conclusion, an insight, or a comment. Squeezing one last drop out of your visual thinking muscle almost always delivers a “eureka!” No 44.03 Info /4
  • 13. ChangeThis 10 1/2 . Don’t lie (not to yourself, not to your audience, and most of all not to your picture). Pictures are powerful. Because processing images activates more corners of our minds than words alone, we have a greater tendency to believe what we see—and the images we create are far stickier than things we only hear. While any problem can be helped with a picture, the wrong picture can make any problem worse. So when you’re done with your image, go back and take one more look, if only to make sure that you haven’t gotten so caught in the marvelous act of drawing that you’ve mislead even yourself. No 44.03 Info /4
  • 14. ChangeThis info ABoUT THE AUTHor Dan Roam is the founder of Digital Roam Inc, a management consulting company that helps business executives solve complex problems through visual thinking. Dan developed his understanding of the power of pictures as a business problem-solving tool when he founded Red Square Productions in Moscow in 1990, the first marketing communications company in the (then) Soviet Union. When he arrived in Russia, his lack of Russian language skills forced him to use his visual skills to share ideas with colleagues and clients, and that is when he began developing the visual thinking tools introduced in The Back of the Napkin. He now lives in San Francisco. SEnD THIS BUy THE Book Pass along a copy of this manifesto to others. Get more details or buy a copy of Dan Roam’s SUBScrIBE The Back of the Napkin. Sign up for our free e-newsletter to learn about our latest manifestos as soon as they are available. Born on DATE This document was created on March 5, 2008 and is based on the best information available at that time. Check here for updates. ABoUT cHAnGETHIS copyrIGHT Info WHAT yoU cAn Do ChangeThis is a vehicle, not a publisher. The copyright of this work belongs You are given the unlimited right to We make it easy for big ideas to spread. to the author, who is solely responsible print this manifesto and to distribute it While the authors we work with are for the content. electronically (via email, your website, responsible for their own work, they don’t This work is licensed under the Creative or any other means). You can print out necessarily agree with everything Commons Attribution-NonCommercial- pages and put them in your favorite available in ChangeThis format. But you NoDerivs License. To view a copy of this coffee shop’s windows or your doctor’s knew that already. license, visit Creative Commons or send a waiting room. You can transcribe the ChangeThis is supported by the love and letter to Creative Commons, 559 Nathan author’s words onto the sidewalk, or you tender care of 800-CEO-READ. Visit us Abbott Way, Stanford, California 94305, USA. can hand out copies to everyone you at 800-CEO-READ or at our daily blog. meet. You may not alter this manifesto in any way, though, and you may not charge for it. No 44.03 Info 4/4