Sketching your way to insights

The Back of the Napkin: Solving Problems and Selling Ideas with Pictures, Roam, Dan

One of the rules of thumb I learned in the early days of my consulting career was that your project wasn’t real until you had at least one napkin or placemat filed in your working papers with some sketch that captured the essence of what you were designing or trying to understand. Dan Roam’s new book, The Back of the Napkin, makes the same case and provides substantial insight and guidance on how to make those sketches more useful.

Artistic talent and skill is largely irrelevant to Roam’s discussion. He’s talking about drawing as a thinking tool and the value of simple pictures in understanding complex phenomena. While his work is rooted in deep understanding of how our visual system and brains work, Roam boils it down to simple and practical advice. He summarizes the book with an image of a Swiss Army knife. Here’s my very own sketch of that drawing:

BackOfTheNapkinSwissArmyKnifeSummary

The heart of Roam’s approach is a process of Look, See, Imagine, and Show. The distinction between Look and See is a bit subtle. In Roam’s formulation, Looking is somewhat more passive and is about taking in the raw materials of what is out there, while Seeing is a more active process of chunking and imposing order on those raw materials. Imagine moves away from our eyes to our mind’s eye where we can experiment with multiple representations of what we’ve seen and how we can make sense of it. Finally, Show is about working out ways to take someone else through the mental process that will help them see what we’ve come to see. Again, here’s my version of Roam’s model:

Roam-LookSeeImagineShow

While a good picture may indeed be worth a 1000 words, Roam is no advocate of simply letting a picture speak for itself. He has two purposes with his book. The first is to equip you with better tools for using simple pictures to furthering your own understanding of problems. The second is to educate and convince you to put those tools to use in helping communicate your new understanding to others. Roam provides good advice about the kinds of pictures you should draw to address the classic journalistic questions (Who, What, Where, When, Why, How, and How Much). He also introduces a curious mnemonic, SQVID, which translates to Simple, Quality, Vision, Individual Attributes, and Delta. Each represents one pole in choices you can make when you are sketching a particular concept.

This is a rich and useful book. If you’re already a visual thinker, it offers a good organizing framework and collection of tools and techniques to add to your bag of tricks. If you’re not yet a visual thinker, this should provide you with the necessary encouragement to start.

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