Visualizing Your Way to Successful Change Management

For the high impact that visual communication has, there are several low-effort steps you can take to apply visuals to trainings, emails, and presentations. Check out the list below for some quick steps to start incorporating visuals in your communications today.

1. Know when to use a visual. Before starting, think through whether the information could be communicated visually or with visual support.

– Translate task-based instructions to a checklist or simple roadmap. This makes navigating unfamiliar instructions simple, allows overwhelmed employees to take the path of least resistance, and helps eliminate excuses to resist change.

– Simplify complex ideas by using if/then statements or metaphors. This can become a shortcut to mutual understanding and encourage faster, confident decision making.

2. Decide the format. These ideas can be applied to PowerPoints or emails, or can be expanded to complementary material on a larger initiative. Decide which format fits your information best.

– For information that needs to be easily understood and/or referenced often, one-pagers or infographics provide a quick way for employees to learn or recall information. Think of something that people would want to print out and hang at their desks for reference.

– For a more complex change, something in a training format may be needed – add screenshots and graphics to a slide or record a video walkthrough.

– For a simple reminder that the change is occurring or a push to where resources can be accessed, use banners, posters, and flyers.

3. Build an overview. This overview should be based on what information is important and how the reader will digest the information.

– Do you want them to go step by step? Use a checklist or process flow.

– Do you want to help them organize and understand information? Group it into chunks on the page, make a comparison, or use a metaphor.

4. Follow basic graphic design tips. Graphic design is not something you need a degree in to be able to use. Using your best judgment and leveraging tools like PowerPoint is a great start. Here are some things to keep in mind while you’re creating a design:

– Use space well to give quality information without crowding. Use text to support, not to detail.

– Add emphasis through color, size, alignment, font, and spacing. Level up to boxes, borders, underlines, and arrows too!

– Use your tools. Built-in features like shapes, icons, and align and distribute give you a head start in creating graphics.

– Follow the rules, specifically the branding guide provided by your company.

– Proof, Proof, Proof. Nothing makes a graphic look sloppy like a spelling error. Don’t become so focused on colors and shapes that you forget the basics.

Watch Out for These Common Mistakes: Myth vs. Fact

Myth: It’s just about being “pretty.”

Fact: Visual communications can be a waste of time if they’re not helping people learn or serve a larger purpose. Adding unnecessary decoration will likely create confusion or a distraction.

Myth: It’s not important to understand the audience.

Fact: You need to address the audience’s concerns, level of knowledge, and focus on the information relevant to them.

Myth: It’s redundant or boring to reuse imagery.

Fact: Whether you’re incorporating imagery in the same presentation or a series of presentations, it helps build a memory of change. This also applies to taking inspiration from Google, quality marketing content, and other presentations. The spam emails in your junk folder likely have a highly paid graphic designer behind them. While you shouldn’t directly copy, these resources can be helpful launching pads.

Myth: It’s a good thing to overwhelm your audience with change.

Fact: Be aware of other initiatives your audience may be subject to at the same time. Additionally, if you are pushing a lot of content their way for your change, brand the change with icons or other consistent imagery so they mentally associate the change together and don’t feel that too much is being asked of them.

It turns out the saying is true when it comes to easing change for our teams – if they can see it, they can believe it. With minimal effort, visual communication can help employees understand the importance of change and embrace new ideas more quickly. Even beyond classical change management, implementing visual communications helps break down big ideas into more palatable tasks for the brain to handle.

By Hayley Rabe