Chapter 10

Mastering Media and Other Visuals

In This Chapter

arrow Selecting the best media or visual to do the job

arrow Selecting and using visuals

arrow Using powerful visuals that add to the learning

arrow Exploring the possibilities in the other media: social

arrow Looking like a pro using specific media techniques in training

Apicture is worth a thousand words. Of course this is a cliché, but it tells you exactly what this chapter is all about. I touch lightly on visuals in Chapter 5, but in this chapter, I focus entirely on visuals: what’s available to you, why you should use them, how to design them, and most important, how to use them with your learners.

Before you begin this chapter, consider the expertise you have now by using the self-evaluation in Table 10-1.

Table 10-1 Evaluate Your Audiovisual Expertise

Use this scale to evaluate your expertise when using visuals in the classroom.

  1. No expertise; heck, I’m not even sure I know what you mean!
  2. Minimal expertise; pretty darn average.
  3. Expert; I have mastered this one.

    ___ I plan the visuals to support the learning objectives.

    ___ I consider the participants’ needs when designing visuals.

    ___ I design simple and clear visuals.

    ___ My visuals speak in headlines, phrases, not complete sentences.

    ___ My visuals can be seen from the back row.

    ___ I use san serif typeface.

    ___ I know exactly when and where to use the visuals for maximum impact.

    ___ I arrive early to check out equipment and organize my visuals.

    ___ I do not block the view to my visuals.

    ___ I maintain eye contact even when using visuals.

    ___ I avoid reading my visuals.

    ___ I keep my visuals organized during the training session.

    ___ I have learned and use tips and tricks that add to my professionalism.

    ___ I ensure that the visuals support the presentation rather than become the presentation.

How’d you do? Ready for a few tips and techniques?

Select the Best Visual to Do the Job

You have a number of choices available with regard to the type of media — everything from computer displays to paper. The media should support your training session and make it easier for the learner to acquire the skills or knowledge intended.

What’s available?

PowerPoint presentations have taken over the training world. They are easy and fast to create. The tools to design them reside inside everyone’s laptop. They can be changed or updated on the spot. They add color automatically and may include animation and sound effects, or video clips.

They may, however, also be boring, overused, and less effective than other forms of media and visuals that are available. This list of media and visual support provides an overview of what is available to you.

  • Computer projection systems: This includes PowerPoint presentations and SMART Boards. Both use computer technology to project images. PowerPoint presentations are convenient, and most trainers use the technology. Prezi is being used more. SMART Boards are a combination of a giant computer screen and a whiteboard on which you can write; your hand can act as a giant cursor to move items from one place to another.
  • Videos and DVDs: You may show a video clip to demonstrate a skill, illustrate behavior, or to have an expert deliver content in a way that you could not. You may decide to show a video in its entirety or just a segment that makes the point. You may also use videos to record participants’ practice session. This allows them to critique themselves. Most people are their own best critics.
  • Participants’ Devices: Participants come to your class loaded with equipment: laptops, iPads or other tablets, phones and watches that connect to the Internet, wearable devices, pens that record action, and many other tools. Tap into this abundance of resources that your participants are usually happy to use.
  • Flipcharts: Flipcharts are large pads of newsprint mounted so that individual sheets can be torn off and hung on the wall or flipped over the top of the pad. The pad is mounted on a large easel about six feet high. Trainers can write on them with chisel-tip markers. Flipcharts work well for creating on-the-spot lists, capturing ideas generated by the group, and creating real-time plans. There is a sense of immediacy and spontaneity to the information presented. Flipcharts are valuable when you’re called in to do some spur-of-the-moment facilitating.

    tip Flipchart packs of paper are available in a preglued format that acts like giant post-it pads. Pages stick directly to the wall as opposed to using masking tape.

  • Blackboards, whiteboards, magnetic boards, felt boards: Whiteboards are making a comeback! In fact, you can use a new paint to cover an entire wall that has magnetic properties so that you can use magnets. In addition, some training rooms still have boards on walls or on a movable stand. They are useful for small group recording of ideas.
  • Electronic whiteboards: This type of whiteboard is combined with a copier mechanism. It translates whatever you write on its 3 x 5-foot surface to an 8½ x 11 piece of paper. Participants can each walk out the door with whatever ideas were captured on the board.
  • Props: Props usually don’t plug in, turn on, make sounds, show animation, or have glitches. They may include samples, models, demonstrations, or any article that a trainer holds to drive a point home. While props have nothing to do with media, they may be great visuals and can capture or refocus attention. They may serve as a metaphor for any aspect of the content. The best prop I use is a $20 bill that I borrow from the leader in the group. I ask whether participants can provide examples of the cost of waste (due to poor communication, poor quality, or whatever the topic is) and begin to rip it up as I restate the examples and throw the pieces on the floor. It drives the point home that waste costs money. By the way, I always return the leader’s $20 offline. It’s a small price to make an important point.

What are the benefits?

The benefits of visuals to you and your participants are clear. Your participants learn through their five senses. Research suggests that the proportion of learning that occurs visually is much higher than the other four senses combined. Learning that takes place through each sense is approximately as follows:

  • Taste: 1 percent
  • Touch: 1.5 percent
  • Scent: 3.5 percent
  • Aural: 11 percent
  • Visual: 83 percent

Most of us have visual preferences for how we learn, which means that adding visual support to your verbal message is a major benefit to your participants. By using visuals in your training sessions, participants grasp the information faster, understand it better, and retain it longer.

Remember some of the key guidance from Ruth Clark in Chapter 5. She states that with regard to visuals, evidence demonstrates that we should

  • Use relevant visuals to illustrate your content.
  • Keep visuals simple depending on your goal.
  • Explain complex visuals.
  • Avoid seductive visuals.

Be sure that your visuals add value and make it easier for your participants to learn.

Ensure That the Visual Adds to the Learning

In the “What’s available?” section, I list several types of visuals and equipment you may wish to use in your training session. Under what circumstances can you use each? The following lists a number of situations in which each media or visual performs best. You may also decide to use visuals in other situations, depending on your learning objectives and your training session’s curriculum.

If you are conducting a virtual ILT, you will be more limited in your options. On the other hand, if you are conducting a video conference, all the options could be used.

Computer projection systems

PowerPoint presentations are useful for guiding your participants through the training session. They will probably be the foundation of your media presentation with others added, as appropriate. You use PowerPoint or Prezi slides for the following, at a minimum:

  • Provide the outline to the session
  • Cue that you’re switching to another module or topic
  • Provide introductions to topics
  • Present new information in any format
  • Present processes in sequential order
  • Show relationships; for example, pros and cons, advantages and disadvantages, parts to a whole
  • Display charts and graphs; for example, bar graphs for change over time or as a comparison, pie charts to display the division of a whole
  • Show pictures of new products
  • Illustrate sketches and diagrams
  • Diagram organizational relationships
  • Give directions to complete an activity during the session
  • Offer miniquizzes or challenges
  • Show cartoons (with appropriate copyright approval) or mindbenders
  • Exhibit video clips of a message from top management or subject matter experts (SMEs)
  • Close the session with a statement, call to action, quote, reference to the introduction, or a rhetorical question

namestoknow Nancy Duarte, author of Slide:ology (O’Reilly, 2008) and Resonate (John Wiley & Sons, 2010), is recognized as one of the top leaders in presentation design. Her books demonstrate how to create visuals that connect with your learners and graphics that enable them to process information easily.

SMART Boards have a more unique use. They are not appropriate for a large group because most have only a small screen. Still, they may be useful for some of the same things. Due to your ability to interact with them, SMART Boards may also be used to

  • Create or revise a document as a small group
  • Brainstorm
  • Problem solve
  • Change a process

Videos and DVDs

Videos and DVD presentation work well when it is difficult to re-create a scenario in the training session. You may show a clip to do any of the following:

  • Demonstrate a skill
  • Illustrate behavior
  • Deliver content by an expert
  • Set up a scenario
  • Show the wrong way

You may tape participants’ practice session to:

  • Allow participants to review and critique their own skills
  • Obtain feedback from other participants and the facilitator
  • Facilitate comparison to later, more improved skills

Participant devices

Participants are going to bring them anyway, so you may as well find opportunities to put them to good use. Personal devices might include laptops, iPads or other tablets, phones and watches that connect to the Internet, wearable devices, pens that record action, and many other tools. Here are some ideas:

  • Record a practice session.
  • Conduct an Internet scavenger hunt.
  • Allow new employees to locate information on the company intranet.
  • Download TED Talks or other defined resources as learning tools.
  • Send twitter follow-up content after the session.
  • Download tips and hints for ease of implementation after the session.
  • Encourage participants to take photos of flipcharts or other group work.
  • Record an activity and encourage critique afterwards.

tip When facilitating a presentation skills class, a tennis lesson, a debate team, or anything that entails a visible or verbal skill, utilize the recording device that participants have on their tables, phones, pens, or other items. Have someone else record the practice session on the individual’s device so they have a record for the future.

Flipcharts

Flipcharts are a reliable, no-computer-glitch, flexible tool that trainers find useful. They are the only practical tool that allows the trainer to display information for a period of time. As information is recorded or discussed, the trainer can remove the pages and hang them on the wall. Flipcharts are portable and an instant resource. One drawback, however, is that flipcharts are best for groups of 40 or fewer participants. Otherwise, flipcharts are useful for many other situations.

  • Present prerecorded information as you would with any other media
  • Use for spur of the moment facilitation requests
  • Capture on-the-spot lists
  • Record input and ideas generated by the group
  • Create real-time plans
  • Track action items and/or next steps generated during the session
  • Brainstorm ideas
  • Reinforce or supplement a presentation
  • Track participants’ questions or concerns
  • Display lists or content throughout the session
  • Make a decision by voting with sticky-back flags
  • Prioritize a list of items by having the participants vote with stickers
  • Use in small groups to organize their results
  • Keep as an emergency backup when any technical equipment fails

Boards of all types (including electronic)

Whiteboards, magnetic boards, and all other boards can be useful in these situations:

  • Use for same situations as a flipchart
  • Use for building a description step by step
  • Tack up ideas, questions, or concerns
  • Hold, display, and/or move sticky-back notes for discussions
  • Create an affinity diagram
  • Prioritize a list
  • Group ideas into categories

Props

Props include a diverse assortment of three-dimensional items that the participants use to discuss or practice with. They may be used as practical hands-on support to:

  • Display samples of product, errors, and so on for participants to examine
  • Introduce models of actual equipment, locations, buildings
  • Practice skills using actual tools, equipment, or materials
  • Demonstrate a correct process or procedure
  • Use as a metaphor to make a point visually
  • Make a closing statement

Look Like a Pro

A trainer is a professional. Using visuals can enhance your image and increase the confidence participants will have in you. On the other hand, if you don’t have professionally designed visuals, if you haven’t practiced, and if you don’t know the best way to use them, your participants may lose all confidence in you.

Visuals are only effective when

  • They are relevant to the subject.
  • They are visible and understandable to the participants.

Use the tips in the following section to ensure you look like the professional you are. First attend to the general tips useful for all visuals and media. Following those tips, you find guidelines for using each of the types of media discussed.

Tips for using visuals in general

Experienced participants have gleaned a number of tips to ensure that they provide the best learning experience for their participants.

Make sure participants can see the visuals

Some of the best presentations are doomed for failure if the participants are unable to see the visuals. These tips will prevent that from happening.

  • Don’t block the view.
  • Sit in the participants’ seats to ensure that they can see the visuals.
  • Keep a tight focus on what is shown. Visuals must be readable.
  • Reveal only one point at a time.
  • Limit the number of ideas on one visual to four.
  • Use a pointer or laser pointer to focus attention.
  • Turn projection lights off between visuals.

tip PowerPoint presentations can dissolve to a black slide so that participants are not distracted. You can also force a black screen by touching the B key.

Orient the visuals for the learner

Imagine that you are one of the participants and are seeing the visuals for the first time.

  • Tell learners what they are looking at: “Here are four criteria for perception checks.”
  • A good visual may not need words to describe it.
  • Allow enough time for people to take notes.

Be well practiced

It should be comfortable and natural to use your visuals. That comes with practice.

  • Charts roll easily (you may need to practice this).
  • You know how to operate the equipment.
  • You have prepositioned your equipment and organized your supplies beforehand.
  • You have arranged the room so that you do not every have to step between a projection light and the screen.
  • You turn off the projector at the end of the last frame, transparency, and so on.
  • After its use, leave the equipment alone until after the training session has finished. Don’t bother about ejecting a DVD, closing out your PowerPoint slides, or putting equipment or visuals away. You owe your time to your participants.

Ensure that your visuals enhance your performance rather than replace it

Your visuals should not take center stage, but they should help to explain or clarify the concepts you are presenting. This is what Ruth Clark means when she refers to avoiding “seductive” visuals!

  • Visuals should become an extension of you as you use them to explain the content of your presentations.
  • Visuals are tied together with a common element; for example, a graphic, a color, or a sketch.

You’re prepared for an emergency

Emergencies that occur during the presentation don’t have to be a complete disaster. These may help to reduce the effect on your participants:

  • Have an extra bulb, an adaptor plug, and marking pens.
  • Know how to change the bulb.
  • Know how or where to obtain an extension cord.
  • Have an alternative plan if the electricity fails.
  • Call a break as you address the emergency.

And finally, in the words of that famous trainer, Anonymous: “Keep it simple, keep it simple, keep it simple.”

Guidelines for using specific media and visuals

Perhaps you have read the preceding general tips to ensure success with using the media and visual. How about a few guidelines for each specific media type?

LCD projector guidelines

Keep the limited flexibility in mind when using LCD-projected PowerPoint. It may be difficult to get participants involved in the visuals, so use other media to create and display their ideas. To design PowerPoint slides that incorporate effective techniques, flip to Chapter 5. In addition, try some of these guidelines:

  • Plan ahead to know where you’ll be standing.
  • Email the presentation to yourself as a backup.
  • Know the password for the computer you will use.
  • Turn off instant messenger, Outlook, and other communication tools loaded on the computer.
  • Ensure that the computer uses an appropriate screensaver.
  • Ensure that the LCD has the right number of lumens of light for the size of the room.

    Some LCD projectors identify the life of the bulb; make sure yours has enough life left.

  • Focus and set up before the training begins; on a rare occasion, LCD machines may not be compatible with all computers, especially if you are training globally.
  • Mark the projection table placement with masking tape on the floor in case you need to move it.
  • Use a wireless advance control and try it out ahead; have extra batteries for the control available.
  • Turn off lights immediately in front of the screen but keep them on in the rest of the room.
  • If the projector has an automatic keystoning setting, don’t increase the projection angle over 30 degrees.
  • Ensure that both the computer and the projector have proper ventilation around them.
  • Prepare your participants for what they should be learning and seeing.
  • Allow an average of 10 to 20 seconds of reading time per slide. Viewers’ eyes should have time to move over the entire visual but not become “fixed” on it. Interject your comments accordingly; otherwise, hypnosis may set in.
  • Set up your computer so that you can easily glance at the computer screen, not at the screen on the wall.
  • Speak to the participants, not to the screen.

Video and DVD guidelines

Use video judiciously. Take care that if you include a film clip, it uses up the right amount of time. Also, always preview the tape before showing it in your session.

  • Never leave videos, CDs, or DVDs in a hot car.
  • Set up the machine before your presentation.
  • Practice setting the sound and dimming lights.
  • Cue the segment and have it ready to play.
  • Check the sound.
  • Before playing, provide an introduction that tells why you’re showing it.

    tip Trainers sometimes encounter participants who claim they cannot relate to a setting or video because it is not the same occupational setting as the one they are in. Diffuse this issue in your introduction by stating up front that they will see a setting that is different from theirs, but it shouldn’t make a difference because the goal is to learn a technique that is transferable to any setting.

  • Show only the portion that you must to make the point; provide a brief explanation about what happens up to this point.
  • Before you show the clip, tell participants what to do during the viewing; for example, take notes, look for a specific behavior.
  • Don’t turn off the lights if people will be taking notes.
  • Follow the viewing with at least one question to get participants quickly involved again.
  • Allow for discussion and highlight key points.
  • Ensure that participants are clear about the objectives of the video and what they should have learned.

If you’re actually recording, remember these guidelines for a smooth training session:

  • Test the camera or device beforehand; learn zoom, turning on/off, tripod adjustment, and other techniques.
  • Determine whether you need an additional person to assist with the recording.
  • Be prepared for cameras that automatically shut off after a time period.
  • Adjust the tripod to the appropriate height.
  • Do a microphone check beforehand.
  • Test the VCR and monitor beforehand.

Participant devices

What a great way to ensure buy-in from your learners. Encourage them to turn their devices on instead of turning them off. What a novel idea! Here are some tips:

  • Always ask for volunteers.
  • Create small groups for activities so that everyone does not need to have a device to use.
  • Do a spot check to ensure that everyone in the room has access to a device, whether their own or looking on with someone else.
  • If they will connect with the Internet be certain that you have the password.
  • Be clear about the directions prior to stating which site they should locate.
  • Ensure that participants have checklists or guidelines if they are to visit more than one site.
  • Assign a clear timeline for the completion of the activity.
  • Post URLs to respond to repeated questioning.
  • Offer to email all URLs used in the session to participants after the session. If participants identify other sites that are helpful, have them post the URL on a flipchart page hung somewhere in the room so that you can include it in your email.
  • If follow-up tweets will be a part of the implementation plan, ensure that everyone has an account and knows how to use it.

Flipchart guidelines

Flipcharts may sit patiently waiting in the corner of a training room. When you pull one out, however, be prepared with these guidelines to look like a pro.

  • Charts for displaying information should be to your dominant side; charts for writing on should be to your nondominant side (this ensures that your back is to the fewest participants when you’re writing on the chart).
  • Write on every other page so that participants cannot read through to the next page; this also gives a page to absorb pen marks that may bleed through.
  • Select and stage the color of markers you will use before the session.

    tip Mr. Sketch makes the best markers for flipcharts. They do not bleed through the paper, are washable (even out of your clothes), and, as a bonus, smell great!

  • Printed letters should be 1 to 3 inches high.
  • Use some of the new flipchart stickers and fluorescent tape to highlight words, add borders, or use for emphasis in other ways.
  • Pencil cues in the margin.
  • Bend the lower corners (two pages together if you have written on every other page) closest to where you will stand up so that you can reach down without looking to turn a page.
  • Practice rolling the pages over to the back of the easel.
  • Use sticky-back tabs to locate specific information on predesigned charts.
  • Don’t try to talk, write, and spell at the same time.
  • After writing, pause and turn toward your participants before you begin to speak.

    tip Clear the visual: Tell participants what is on the entire page in one succinct statement before beginning discussion on one individual point. This helps participants stay focused as you explain the content.

  • Stand beside the chart.
  • Talk to your participants, not to the chart, using a touch, turn, tell process.

    tip Lined pads are available if your writing strays from horizontal.

  • Put the marker down when you’re not writing.
  • Turn pages out of sight when they are no longer pertinent.
  • When appropriate, tear off sheets and hang them on the walls with masking tape.
  • Place two-inch strips of masking tape on the back side of the easel to use to tape pages to the wall.

tip Plan where and how you will hang your charts. Hang them so they can be read left to right. Use the same color marker for charts that belong together.

tip Hang your charts in a straight vertical line — not going uphill, or downhill. To do this, the first page must be precisely vertical and perpendicular to the floor so that you can use its edge as your guide as you hang the rest. You can accomplish this in at least four ways. First prepare by attaching tape to the top of the chart.

  • If wallpaper covers the wall, find the seam and align it.
  • If there is a pattern on the wall, use that as a cue.
  • If you have time, position two pieces of transparent tape, equal distance from the floor, to serve as a guide.
  • When all else fails, grasp the chart with both hands equal distance from the top of the page, stand with your feet flat on the floor, reach the same height with both hands, and attach it.

To complete the task, step back and eyeball the first chart. Make any adjustments. With a little practice you will be able to hang charts perpendicularly without any guide at all.

Blackboards, whiteboards, electronic whiteboards guidelines

Although you may not use them too often, follow this guidance to improve your effectiveness with boards:

  • Be absolutely certain that you’re using the correct marker; permanent markers or inappropriate markers spell disaster.
  • Avoid dark clothing if you know you will use a blackboard; chalk dust will soon find its way to your clothes.
  • Star, box, or circle items for emphasis.
  • Use the darkest marker if you intend to copy from an electronic whiteboard; even red doesn’t copy well.

tip Use this idea if you don’t spell very well and find yourself writing in front of groups. When a participant uses a word that I cannot spell, I print a dozen arbitrary letters in the corner of the board or flipchart, making sure they do NOT spell anything. I then turn to the audience and say, “I am not a very good speller. So if you see that I have forgotten a letter in a word, please just take it from the pile of letters and insert it where it belongs. Thank you.”

Props guidelines

Props are used whenever possible to make a point or to give participants hands-on practice. A few tips will make their use easier.

  • Keep out of sight until you’re ready to have participants interact with them.
  • Stretch, be creative, and find the link that allows a prop to be a metaphor for key points in your training.
  • Have them readily available for use and touch during breaks.

pearlofwisdom Take a trip to your local dollar or hardware store to find props and workshop themes that help your participants learn faster and retain longer than any other media or tool you can use.

The Other Media: Social

Maslow had it right when he suggested that people feel safe and secure when they are connected to other people and are included in a group. This feeling of belonging enables participants to more easily face the challenges set before them. When they are learning with others rather than alone, it may seem easier to try something new. Certainly small group activities we use in the classroom or use in breakout rooms in the virtual classroom are social events and the start of social learning.

Web 2.0 technology has sent us in a new direction, using social media tools and social networking activities to learn. What have you observed?

  • Growing communities through social networking benefits organizations.
  • Employees use social media tools to obtain information straight from the source.
  • Trainers use social networking tools to continue the development of employees.
  • Social media is extending training and development beyond the virtual and traditional classrooms.
  • Social media technology is easy to use.
  • Today’s tools empower both the trainers and the learners.

What social media tools have you used for learning? There are dozens available: Twitter, Facebook, wikis, LinkedIn, blogs, YouTube, Pinterest, Instagram, and Internet forums on any and all topics.

What can the tools do? The greatest advantage is that the tools bridge geographical gaps around the world. Imagine that Ken Blanchard is visiting your organization to discuss “Ethical Leadership.” Skype or Google Hangouts can be set up in conference rooms in Bogotá, Beijing, Berlin, and Baltimore so others can to join in.

Using social media and technology is not that different from creating effective classroom training. Imagine that you are creating a blended learning scenario and you wanted to continue to share data between sessions. Could you

  • Send short messages through your Twitter account reminding participants of individual key points they learned, adding a short tip?
  • Post an article on Facebook and ask participants to read and comment on it before your next virtual session?
  • Ask participants to use Instagram to illustrate how they are doing or what they need help with?
  • Create a post on your blog asking participants to share the most enlightening concept they learned yesterday during the training session?
  • Shoot a one-minute video using their cellphone depicting an example of one of the hazards we discussed yesterday?

Sure you could, and lots more too. Take your ideas into your design plans. And when you think about the AV and media for your learning sessions wherever they may be, remember the “other media,” social media and the possibilities for continuous learning.

namestoknow Looking for more ideas? Jane Bozarth’s book, Social Media for Trainers (Pfeiffer, 2010) is just what you need to get started.

Identifying ways to use social media tools to extend your participants’ learning beyond your ILT classroom is one more exciting role for you to implement.

Hot Tips for a Cool Ending

The tips listed in this section are ideas I’ve picked up from the best trainer of all: experience.

  • Practice tearing flipchart pages off the pack with razor-sharp precision. Many trainers yank them off hard or pull them up against the cardboard strip. Both techniques result in ragged edges. Instead, start the chart gently at the perforated tear line, and then continue pulling the page straight down. It’s like the “Ole!” cape motion of a bullfighter! You’ll have a perfect rip nearly every time.
  • When you’re given a flipchart that has lots of ragged edges at the top where trainers did not know how to tear off the charts, simply flip the first page to the back to cover all the rough tears.

    tip Blue painters’ tape works better than masking tape; it holds the paper in place and is safe for all surfaces.

  • When conducting a training session at a hotel, be sure to ask whether your room will be used that evening for another group. If it is, recognize that when you return in the morning your visuals and equipment will be moved, perhaps even discarded.
  • All markers are not created equal. Bring your own; do not depend on someone else’s markers.
  • Ensure that your visuals are the highest quality possible.

    remember If you must apologize for any of your visuals, get rid of them.

  • Most important: Have a backup plan. The greatest cause of problems in training sessions is something to do with the media and/or visuals. Have a plan if something goes wrong.

Use pictures or charts instead of words whenever possible. Will Rogers stated, “People’s minds are changed through observation and not through argument.”

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