Ideal Outcome Statement: Audience and Intent Framework for Functional Live Visual Note-taking/Graphic Recording

One of the first things that I tell clients is that I cannot capture what has not been said. If you want a rich outcome, think about your audience (both inside of and outside of the room) and the intent of my services coupled with your meeting purpose and objectives.

I have started to include this framework when scoping new opportunities to help my clients get the most out of my live visual note-taking services. After countless proposals I've found it to be beneficial to have clients think about an ideal outcome statement. This is a mash up of the meeting purpose and objectives (intent) and the ability to reach the right people (audience both inside of and outside of the room). For example:

"The ideal outcome is to visualize the product advisory council (PAC) feedback on our software products including likes, dislikes, recommendations for large offshore call centers and supporting product development, sharing across customers to implement best practices, etc. We hope to capture real actionable insights for the product team to consider implementation into their roadmap. There is a big focus on the employee and customer care and collaborating to build the software with our company for optimal/easy use. The PAC will potentially be beta testing new capabilities and enhanced features. The in-person audience to engage is the CEO, product managers, and key customers. They need to create output from their insights that effectively appeals to an external audience (outside of the room), helping them communicate with colleagues, peers, potential customers, and advisors."

It is my belief, that this structure helps to ensure that the right questions are asked and content is communicated when you brief a moderator for panels, a keynote for their speeches, questions to answer and discussions to have during breakout exercises, etc. I have noticed that there seems to be a gap between what we want to achieve with live visual notes and what needs to be said to create the best live visual note output.

Although it seems simple and straightforward, it is very nuanced. Let's say you want to get more donors and sponsors involved using live visual notes. What is the content that you can share and have captured that is appealing for that audience?

Let's say you are simply trying to educate and socialize information that was said at the meeting to your colleagues and peers. What are those prominent updates and data points that they need to understand? What actions do you hope for by providing that information?

Let's say you have existing customers and prospective customers to gather feedback from. How can you validate existing customers and make them feel valued/appreciated? How can you improve your offerings to retain existing customers and attract new ones? What needs to be asked, said, captured in the graphic recording to appeal to this audience?

If you're not sure how to best implement this framework or have any questions, please reach out. I'd love to help. https://calendly.com/katecovey/30min