Shift-it Coach Newsletter
Volume 8 | Issue 6 | May 25, 2012


Had a blast hosting the in-person version of Fundamentals of Interactive-Visuals here in Victoria, British Columbia, Canada. Twenty-one wonderful organizational leaders, consultants, facilitators, academics, coaches and budding scribes from across North America (and Mary all the way from Australia!).

Cohort of Learners from Fundamentals of Interactive-Visuals, May 2012

We had three jam-packed days with our visual tribe ... learning the four main ways of working visually and soaking up the camaraderie, support and downright love of being around similar-minded (and hearted) people.

Barb Learning Basic Icons
Laura & Jennifer Practicing Lettering

The reports back from the field have been terrific --- with sharing of custom charts and visual templates that have been created since our class ... and experiences of live visual recording, visual facilitation and visual coaching. Making this Interactive-Visuals mentor very PROUD!!! Way to go gang!

T.K & Toni's 1st Visual Recording
Laura & Ian's Dive Into
Visual Scribing

If you are interested in adding the visual way of working to your process toolkit, I'll be back in the fall with an online version of this popular program (9 weeks Oct-Dec, dates and online registration to be announced soon). If you have a more immediate need, check out Private Training Options ... there are still a few dates available over the summer.

Yours in Visual Expansion and SHIFTing IT,

Christina Merkley,
The SHIFT-IT Coach
and Interactive-Visuals Mentor



Katie Procter

Katie Procter
Healthcare Quality Leader
Vancouver, British Columbia

"Thank you Christina for Fundamentals of Interactive-Visuals! Not only did I get some amazing new skills but you also took me deeper in my personal journey ...I have another community now too!

I've just returned from a Quality Academy for healthcare professionals that we teach - a 6-month residency program ... where I did my first public Visual Recording. It was a little scary, but once I got up there, it was fine. Folks were just fascinated with it and wanted pictures because the visual recordings help them remember the content of the presentations.

I now understand how the icons get embedded in your cells. I used the icons in your book to get inspiration and have started my own icon library. Am continuing to practice your lettering tricks and have rolls of the large white paper on order. Extreme fun! You are what I needed next. I will stay in touch for ongoing coaching!"

Katie Procter
Healthcare Quality Leader
Vancouver, British Columbia

Christina's Curriculum (Upcoming Classes)

Spring/Summer 2012: Booked Privately Thursdays-Fridays

Add the power of working visually to your process toolkit! Between now and September I have some availability for private Interactive-Visuals instruction in beautiful Victoria, British Columbia. Get customized, one-to-one attention focused on your specific situation and needs. From a seasoned pro who intimately knows the visual journey, both the outer and inner work involved. Includes follow up coaching as you implement your new visual skills into your work and life.

Full Details and Online Registration (available dates listed)

Online and In-Person Options

In the scheme of things, life is short. It's a shame not to live it in alignment with who you truly are. I have successfully SHIFTed my life to one of authenticity, creativity and abundance. That is aligned with who I truly am. Let me assist you in doing the same via private one-to-one mentorship. I specialize in creative process professionals (entrepreneurs, executives, managers, facilitators, consultants, trainers, coaches, therapists, scribes, artists). I coach you to build/enhance your internal or external practice or small business (including identity/brand, biz basics, creation of effective offerings, necessary systems (tech and team) and marketing & sales). As well as having a congruent personal life of true friends, family and community. Having it all!

Full Details and Online Registration (online and in-person options)


Fundamentals of Interactive-Visuals
(Online Version)

Oct-Dec, 2012 (9 weeks, Mon & Wed, noon-1pm pacific ... dates TBA soon)

Over 87% of your facilitation, coaching, training and consulting clients are visual thinkers learn powerful visual skills to boost the effectiveness of how you work with them. This in-online, professional skills training thoroughly covers custom chart work, visual scribing, visual facilitation and visual coaching (the four main applications of working visually with groups and individuals) so you can add these powerful tools to your own consulting, facilitation, coaching and training offerings.

Fall dates coming soon...

SHIFT-IT Online Group
7 Weeks Online:(Webinars, Saturdays, 10-11:30 a.m. Pacific),
Sept-Oct (dates TBA)

This is my signature group coaching program which gives you a wonderful foundation to Become Your Next Self. I only run it twice a year. It's a very powerful experience that gets you what you next want for yourself in work and life. You develop a crystal clear vision, unravel your erroneous beliefs and resistance ... and rapidly shift your world to a new level. Includes leading-edge Law of Attraction wisdom coupled with practical real-world coaching. All in my innovative 'visual coaching style' in community with other kind SHIFTers from across the globe. Includes The SHIFT-IT Home Retreat Kit® with 17 visual maps.

Fall Dates Coming Soon ...

* Note: Pre-requisite for Visual Coach Certification. FYI, Repeater Option available for those who have taken this program before and want to refresh. Dates for Fall 2012 will be announced soon.



Lately I've been experiencing some similar conversations ... chats with my students, mentees and interested bystanders about how to persuade authority figures who are skeptical about the visual way of working. And I figured it warranted an article.

I thankfully never had this issue when I entered this work going on two decades ago. I stumbled upon 'group graphics' while in grad school in San Francisco in the mid-90s via The Grove Consultants International (pioneering visual firm headed by my early mentor, David Sibbet). Right from the get-go, thanks to David and The Grove's professional example, I always viewed the visual way of working as being progressive, professional and highly effective. Leading-edge. Something that Silicon Valley companies (and other Fortune 100 organizations from across North America and Europe) were using to help them successfully conduct strategic thinking meetings and processes. It never crossed my mind to think that working visually was 'stupid', 'silly', 'juvenile', 'unproven' or the myriad of things that some current students and explorers seem to be concerned about.

I think this negative or skeptical phenomenon is more a symptom of the visual work "trickling down" so to speak ... going more mainsteam into organizations and leaders that are later on the adoption curve (i.e. 30-20 years later ... but hey, who's counting LOL!). As the visual way of working becomes more and more known and dissipated (and it is) ... then industries, companies, schools, leaders, and managers who have never heard of it, let alone experienced it, are being requested by their employees, clients and vendors to use it (or let them be trained in it). So this is where the tension is occurring. Fair enough.

If you are in this situation (being in an environment or atmosphere where you want to work visually but are experiencing resistance, skepticism or downright hostility) ... well, these answers are for you! To help you hopefully combat the negativity in a successful manner. Or, to give you ideas about where to go where your innovative instincts are more acceptable!

One thing I have learned about this visual way of working ... is that it is experiential. Try as I may to write about it (and I have) it's really something that you need to EXPERIENCE in order to 'get'. And, ideally, experience it in an EFFECTIVE application. Unfortunately, as more folks enter the field without proper training, they are winging it ... and confusing the marketplace in the process. However, those who do have proper training and are set up well to apply the four main ways of working visually, are doing good work and turning more and more people onto this effective way of working. Good work begets more work (and more organizations willing to try it).

Also, another thing that you can throw out to skeptical people are the amount of companies (1000s) who have used this over time (going on over 35 years now). Here's a partial client list from my own practice since I moved back to Canada and I'm now just one of hundreds of people doing this work full-time (let alone the tens of thousands doing it part-time or within their regular jobs).


I hate to be the bearer of bad news, but some aspects of the visual work ARE more 'serious' than others (and hence an easier pitch to skeptical people). If you are trying to persuade skeptics, I suggest you focus on visual applications that are more truly focused on content and process as your first forays (i.e. visual facilitation or visual coaching as opposed to visual recording or high illustrative work ... for definitions see 4 main ways of working article).

Christina Explaining the Four Main Ways of Working Visually With Groups & Individuals

The last few years have seen the entry of highly skilled artists and illustrators into the field. While this is not a bad thing in and of itself, if those folks do not have proper process understanding, they have a way of skewing the work to be viewed as illustrative in nature as opposed to being a true process aid, i.e. just a bunch of "pretty pictures". Given the live nature of true interactive-visuals work ... there shouldn't be time to do beautiful illustrative work if the practitioner is truly focused on capturing content accurately. Content should always come first. And the visuals should always be in support of the client's content (not on what the particular practitioner can or likes to draw).

Unfortunately a lot of what passes for Visual Recording these days is more of a "party trick" ... big on 'wow factor' but low on true substance. If you are trying to persuade skeptics, stick to functional Visual Facilitation or Visual Coaching work that truly serves a process (i.e. strategic planning, team building, conflict resolution, etc). Organizational leaders want and need tools that truly help people effectively think together and make informed decisions. Not a bunch of pretty but relatively ineffective doodles. Don't get me wrong, doodling is awesome. But the doodles need to be connected into good content and process in order for them to be effective.

Tip: For an easy entry into truly effective Visual Facilitation for organizations, I highly recommend the template -based work of The Grove Consultants and Idea Connect. For coaching work with individuals, I recommend my SHIFT-IT Tools via Visual Coach Certification.

If it's any consolation, and for some it is ... academic interest in the visual way of working is growing ... rapidly. Not only are professors interested in the visual way of working for more effective learning in their classrooms they are also interested in Interactive-Visuals as a research area. As one academic who recently took my Fundamentals of Interactive-Visuals program told me, "there are few open frontiers left for researchers to explore --- visual ways of working is one and finding a fresh new area of research is highly coveted".

I guess that explains the recent spat of invites I've received from conferences, think tanks and academic huddles (to take non compensatory time out of my busy schedule to come 'prove' my work to them). While I could totally digress on the hubris of the more negative folks who approach me (and their attempted ownership and usurping of a method that has been around for generations) its does bode well for you that this is happening. It means that the academics will 'scientifically prove' what us early adopter visual entrepreneurs have known all along ... that people think and make decisions more effectively when proper visual techniques are used. And pretty soon you will have scientific papers to direct your skeptical bosses to.

Tip: The University of Victoria (British Columbia, Canada) is hosting a workshop on "Visualization and Policy Making: Theoretical and Empirical Explorations" June 21-22, 2012.  The goals of workshop are to assess the state of our understanding of visualization and policy development, to identify different conceptual and theoretical understandings, and to explore high-level case studies of efforts to connect visualization techniques with policy analysis, advising, and engagement.  For more info contact Evert Lindquist, School of Public Administration at [email protected] or Brian Fisher, School of Interactive Arts and Technology, at [email protected]

4. EMERGING LITERATURE (aka 'proof')
There are a few resources that you can study and/or direct your skeptical authority figures to.  Recently on the International Forum of Visual Practitioners listserv one of my students approached the community looking for literature and proof to direct her internal marketing department to (to tout the merits of working visually to their clients).  Here are some of the resources that the community graciously shared with her:

* Courtesy of Reilly Dow

What does doodling do?  Applied Cognitive Psychology, 24, pages 100-106 (cited here:

Christopher P. Dwyer, Michael J. Hogan, Ian Stewart -
(2010). The evaluation of argument mapping as a learning tool: Comparing the effects of map reading versus text reading on comprehension and recall of arguments. Thinking Skills and Creativity, 5, pages 16–22.

From the abstract: "Results indicated that participants who studied the argument maps scored higher than those who studied text, on tests of memory, though not comprehension"

* Courtesy of Karina Mullen, Graduate Research Assistant, Colorado State University

Sunni Brown also does a TED talk about the power of doodling:

And I am in the process of getting a paper published about a mixed methods evaluation of graphic recording as a tool to augment climate change communication. Let me know if you're interested and I can send you the paper that's currently under review!

* Courtesy of Lynn Kearny

Did you see the research paper by Christina Congleton that we were alerted to a number of months ago? She also generously sent a copy of her paper to those of us who expressed an interest. It's titled:
Action Research at LILA: Exploring the Role of Graphic Facilitation in Adult Learning. S-547: Action Research, Final Paper Christina Congleton May 10, 2011

Unfortunately I cannot find contact information for Christina in my copy of her report, nor can I find the relevant email.

Here is a link to an HBR article from Sept 2010 that Stephanie Crowley forwarded to the group:

Finally, here is a copy of an earlier email that might be of help, whether for you or for others attempting to discover or defend evidence-based graphic practice:

1. Do you believe that language gets in the way when visual tools are being used or can words be used effectively in combination with visuals?

No, it doesn't get in the way, it actively helps. There is research on this. The foremost researcher I know of who is looking into this extensively is Richard E Mayer.

Check out Richard E. Mayer at UC Santa Barbara
There's a brief summary of his research interests on (gasp!) wikipeidia, but don't tell your graduate advisor that you looked up anything there. It's at

2. What resources--academic or otherwise--would you recommend for further research in this field?

Books to check out:

Mayer, R.E. & Clark, R.C. "e-Learning and the Science of Instruction", (2003) Pfeiffer, ISBN 0-7879-6051-9

Clark, R.C, Nguyen, F., & Sweller, J. "Efficiency in Learning: Evidence-Based Guidelines to Manage Cognitive Load", (2006) John Wiley & Sons, ISBN 13 978-0-7879-7728-3

Clark, R.C. & Lyons, C. "Graphics for Learning" (2004) Pfeiffer, ISBN 0-7879-6994-X

All of these report practical, applicable principles drawn from Mayer's and others' research, with references. I propose them because I believe that meetings, problem-solving, decision-making, and all forms of group human endeavor involve first and foremost learning - from each other, from experience, and from whatever sources the group can draw on. Not "teaching", but true learning.

* Courtesy of Patti Dobrowolski

I give the stats from Roche Pharmaceutical study that polled employees before and after a vision visual here in this talk: TEDxRainier - Draw Your Future  John Medina also talks about it in his book - that you are 65% more likely to recall information if you see it and draw it at the same time you are learning it.  A number of educational studies show this as well - do an online search for that data.

* Courtesy of Roberta Faulhaber

There's a professor in Switzerland who studies and publishes a lot on visual thinking in various contexts:

* Courtesy of Christina Merkley

Regina Rowland is another great resource for academic research into the visual way of working.  If I remember right, she wrote her Ph.D. on the topic and teaches at various North American and European universities.

The Wall Street Journal recently carried an article on Visual Recording and Visual Facilitation, called "Doodling for Dollars", see:


Hopefully with the resources I have shared with you, you've found some good material to persuade your skeptics about the value and acceptability of working visually. As a pioneering Visual Coach, I help individuals SHIFT their work and life ... and a good majority of my clients are professionals who are using visual methods to some extent or other in their livelihood.

If you need some private help in strategizing how to expand your visual practice (including persuading skeptical colleagues, authorities or clients) consider some tailored private mentoring to help you get what you want. I also facilitate my Magic Marker Mastermind that collects Visual Practitioners together to receive instruction and support. A professional way to make the visual way of working a reality ... and make valuable visual alliances too!


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©2012 Christina L. Merkley

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Author's Bio: Christina Merkley, "The SHIFT-IT Coach" and creator of the SHIFT-IT System®, is a Visioning and Strategic Planning Expert specializing in Visual Thinking and Law of Attraction techniques. Based in charming Victoria, British Columbia, Canada, she works deeply with individuals, partners and conscious businesses to define and manifest what they truly want. And, trains other helping professionals in her innovative ways of working. For more information visit: and


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Are you a helping professional with a creative bend? Are you intrigued with the visual way I work with my clients? I've trained hundreds of facilitators, consultants, trainers and now coaches, counselors, social workers, etc from around the globe. Learn fundamental visual skills that you can use in your own work with groups and individuals. Come join the visual tribe!

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Christina Merkley
The SHIFT-IT Coach &
Interactive-Visuals Mentor

Christina Merkley is The SHIFT-IT Coach. Creator of the SHIFT-IT System®, she guides individuals, partners and conscious companies in defining and getting what they really, really want.

A teacher of Law of Attraction, she is also an expert in visual meeting techniques, strategic planning and visioning: having worked for such notable companies as BBC, Readers Digest Funds, eBay and Stanford University. After a move from San Francisco, she now lives in charming Victoria, British Columbia, Canada - where she maintains a vibrant coaching, facilitation and training practice.

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Looking for more rich, SHIFT-IT content? Check out my blog for recent ramblings, resources and general interest features:

Keep Perspective on Your Developmental SHIFT

How to Successfully Launch a Visual Practitioner Career or Hobby

Relationship: Are You a Distancer or Pursuer?

How to Effectively Select a Visual Practitioner

Visual Tools to Map Your New Year

Transformations Via the Tube

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