cover of episode Want to give a great presentation? Use ugly sketches | Martin J. Eppler

Want to give a great presentation? Use ugly sketches | Martin J. Eppler

2024/12/13
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Martin J. Epler
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Martin J. Epler: 长达30年的研究表明,绘画、使用可视化软件、素描和涂鸦等可视化方法可以提升创造力、改进协作和沟通、更好地处理冲突,并提高决策质量。许多人没有充分利用可视化的潜力,仍然依赖于传统的演示方式,例如包含项目符号点的幻灯片。更好的方法是邀请他人一起进行可视化创作,例如使用故事讲述、Prezi、素描、思维导图和白板等方法,可以促进协作。 在一次重要的演示中,演讲者发现使用视觉隐喻(例如“建立在沙滩上的堡垒”)进行演示,可以比使用大量数据幻灯片更有效地传达信息,并促进更有效的协作。为了促进协作,可视化内容应该显得“丑陋”和临时,而不是过于精美,这样才能鼓励修改和改进。这种方法被称为“铅笔销售法”,在银行、电信公司和保险公司中被广泛使用。 演讲者建议使用视觉隐喻,因为它可以比图表或地图更有效地传达信息,提高记忆力和参与度,但需要注意选择合适的隐喻。使用视觉变式(即重复使用但略微不同的隐喻或图表)可以激发人们的想象力,并促进更深入的理解和协作。为了将可视化更好地融入日常工作,建议从简单的图像开始,并邀请他人共同构建和完善,例如,使用一系列图像来展现职业生涯的非线性发展路径。

Deep Dive

Key Insights

Why should visual presentations be intentionally made ugly?

Ugly sketches signal provisionality, inviting collaboration and preventing the 'museum effect' where people think the work is perfect and doesn't need improvement. This boosts creativity and decision-making.

How can visual metaphors improve presentations?

Visual metaphors make information more concrete, memorable, and easier to understand by tapping into what people already know. They also spark new ideas and motivate implementation, as shown in studies with BMW Financial Services.

What is the benefit of using a series of visual images rather than a single one?

A series of visual images, or visual variation, encourages others to extend and build upon the metaphor, enhancing collaboration and understanding. This aligns with variation theory, which states that understanding improves when concepts are viewed in multiple ways.

How does sketching or doodling improve collaboration?

Sketching and doodling create a sense of provisionality, signaling that the work is ongoing and open to improvement. This invites others to collaborate, as opposed to polished visuals that may discourage further input.

What are the three practices for using visuals effectively in presentations?

The three practices are: 1) Making visuals ugly to signal provisionality and invite collaboration, 2) Leading with visual metaphors to make information more concrete and memorable, and 3) Using visual variation to encourage others to build upon and extend the metaphor.

Chapters
Professor Martin J. Eppler challenges the conventional wisdom of using perfect slides in presentations. He argues that 'ugly' sketches and doodles promote collaboration and creativity by signaling work in progress and inviting feedback. This approach, even used by banks and insurance companies as 'pencil selling,' leads to better results than polished presentations.
  • Ugly sketches are better than perfect slides for collaboration.
  • Low perceived finishness invites collaboration.
  • Pencil selling is a technique that uses sketches to improve sales.

Shownotes Transcript

Translations:
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All right, I know this is a podcast and it has its format limitations, but we are about to hear a talk about how to make stronger visual presentations with tips and ideas that you don't have to see to understand. But if you do want to see the examples, we encourage you to check out TED.com to watch this talk in full.

For now, enjoy listening to how improving our visual presentations can enhance creativity, collaboration and communication from Professor of Communications Martin J. Epler. It's coming up. How can we use the power of pictures at work? How can you visualize what you think, what you know and make that accessible for others to improve collaboration?

I have been obsessed with this question for 30 years, in 20 books, in 200 articles, in more than dozens of experiments. And what I found are amazing benefits that happen when you draw, when you use visualization software, when you sketch, when you doodle. You boost your creativity, you improve collaboration and communication, have better conflicts, and you also improve your decision quality when you visualize the information that you have.

But what I also found was that many of us don't use the potential of visualization at all. We stick to old ways of presenting, of discussing. Can I ask you this? Who among you still loves standard presentation slides with bullet points? Who loves to sit through that? Okay, we have four people. For the rest, can you give me alternatives? What can you do instead of bombarding people with slides? What would be a visual way of working?

storytelling, what else? Prezi, yes. Sketching, what else? Mind mapping, whiteboard, right? There are many ways when you invite people to visualize with you, to co-create what you're actually doing. And this is the first of many visual metaphors to come. You're sort of laying out a mini red carpet to invite them

to shine. It's also a red thread that the conversation has when you invite others to visualize with you. So what I'd like to share in the next five to six minutes with you are three practices that help you to invite others to visualize together. But first, can I take you back just a minute to my very first high-stakes presentation, not as a university professor, but in my former life as a consultant.

A client had asked us to analyze if they should enter a new multi-billion market. And we worked very hard to analyze this market. And I had produced about 40 data-driven slides to show the client that we had worked hard and that he should not enter this business. Just as I was ready to go and bombard the client with those slides, my then boss said, Martin, take a seat. Hold your horses.

And instead of me going through the slides, he showed the perplexed audience one sketch, one visual metaphor. It was a fortress built on sand.

This guy had just summarized all of my 40 slides in a single image because he was right. This new market was like a fortress, very hard to conquer because of patent shields, economies of scale contracts. And it was not even worth conquering. It was sinking into the sand, so to speak, because the technology was being replaced by another one.

And of course the client then asked about details like the patent analysis I had done or the contracts and so forth. And I could show finally my slide with that analysis.

But this leading with a visual metaphor really changed the dynamics of the conversation. It was much more collaborative. First, the overview with this visual metaphor, and then the details on demand. And I realized it's all about a conversation. It's much better this way. When you first show overview with the help of a metaphor that, by the way, the client picked up and used also verbally. And that got me thinking as a researcher.

And in many experiments with managers and students, we found three practices that I want to share with you that you can use to really reap the power of pictures professionally. And the first one might shock you, especially the design aficionados among you. If you want visualization, graphic representations to work for you and for collaboration, make them ugly. Beauty is the enemy of collaboration. If something looks too nice...

It looks like it doesn't need revision or improvement. I call this the museum effect. People just stare and say, yeah, that looks perfect. And the thinking stops there. So you want to use the power of provisionality. You want to signal with your drawings, this is work in progress. And invite collaboration in this way. So this is good news for all of us who are terrible at drawing. So it's not a bug, it's a feature.

The technical term is low perceived finishness. It looks provisional. It invites collaboration. And by the way, banks and telecom companies and insurances have been using this all along. It's called pencil selling.

When instead of using shiny slides, you just sketch something with a pencil for a client, like a product. In our experiments, we were able to show this actually is much better. It leads to more sales. So if you want to harness the power of visualization for collaboration, make them look ugly. Make them look provisional. Use sketches and doodles. And we've shown in our experiments even little tweaks to software to make it look more sketchy boosts collaboration and creativity.

And this brings me to the second advice I'd like to share with you. Like my boss, lead with visual metaphors. Don't just use diagrams, although they are powerful, or charts or maps. Visual metaphors are magical. They access what people already know. They bring out new solution ideas.

They make things much more concrete, like a mini red carpet or a red thread. Let me give you an example. In a study that we originally did for BMW Financial Services and then published, we used the identical strategy of BMW and communicated it to different staff members, groups. Once we used standard bullet point slides. Then we used a diagram.

And for the third group, we used the mountain trail visual metaphor with the same content as the other two. And guess what? For the group where we visualized through the mountain trail the strategy, not only did they remember a lot more later on, they were also much more motivated to implement the strategy later.

Now, I've never met a four I didn't like, but clearly not all metaphors are equally well suited. You want to make sure that the metaphor is simpler than what you're trying to explain, that it's concrete and that people have a connection with it. And that is hopefully the right connection. I will never use again

the volcano metaphor as I did once for creativity in a country that is at risk of active volcanoes. So choose your metaphors well and if you do that then it will resonate with people, it will be much more memorable, it sticks like a red ribbon on the floor.

Here's another example of such a visual metaphor. It can come from nature, it can come from technology, it can come from mythology. I used the bridge to visualize a few - I'm a professor of communications management - a few communication problems. And so it's simple, also visually, and the beauty of this kind of visual - we can learn that from comic strips - is that

It starts a series that people then want to complete, and I think that's very powerful in collaboration. I call this third practice that I want to share with you in conclusion, I call this visual variation.

You use a metaphor or a diagram and then you vary it. You repeat it, but slightly differently. And the magic that this does for collaboration is people start to extend the series you're giving them. So for example, communication is one-sided because of a lack of listening, right? One-way street or the bridge is not aligned, there's misunderstandings or it's too full. The

Too many messages crowd out the key message, and people automatically think of other communication problems through the metaphor of the bridge. Like one car going off the bridge, maybe because the person is too emotional, right? Or the bridge being shaky, maybe because there's no trust in the relationship. Visual metaphors spark the imagination, especially if they come in a series of images.

This is, by the way, a very empirically validated theory. It's called variation theory. And it basically says that you do not understand anything until you understand it in more than one way. And so if you ask me for advice how to make visuals more part of your everyday work, I would say start a series, start a simple image. It doesn't have to be sophisticated and invite others to build on that. Here is my final example for that.

As university professors, we often advise students, and many of our students still have this stereotypical career path in mind that it only goes upward in terms of salary or hierarchy. And I drew this visual variation to invite them to think about alternative career trajectories, so the career doesn't have to be linear. In fact, I find - I don't know about you - that the most intriguing careers are often nonlinear.

are different than this upward staircase model. So, in conclusion, go forth and visualize or vanish, use the power of pictures, and when you do that, you will see it boosts your creativity, it improves decisions, especially if you use images that signal that they are a work in progress, that invite others, like a red carpet to shine together, to co-create something new together.

especially if you don't just rely on abstract diagrams or charts, but use the power of visual metaphors to activate what people already know. And thirdly, of course, if you don't just use a single image and overload that one, but start a sequence that your colleagues can build upon. Thank you very much. That was Martin J. Epler speaking at TEDxDonoINSA 2024.

If you're curious about TED's curation, find out more at TED.com slash curation guidelines. And that's it for today. TED Talks Daily is part of the TED Audio Collective. This episode was produced and edited by our team, Martha Estefanos, Oliver Friedman, Brian Green, Autumn Thompson, and Alejandra Salazar. It was mixed by Christopher Fazi-Bogan. Additional support from Emma Taubner and Daniela Balarezo. I'm Elise Hu. I'll be back tomorrow with a fresh idea for your feed. Thanks for listening.