Working with me to create your Visual Roadmap Chart is simple. There are five steps to creating your chart…
Step 1: Holding a discovery call
The first step is conducting a call to discover exactly what you’re looking for.
You’ll describe to me your process and how it works.
For instance, is your process describing your:
- Coaching program?
- Visual resume?
- Online program?
- Group presentations?
- One-on-one meetings?
I’ll learn about your business as well as your clients and how you work with them.
How will we know if we’re a good fit for each other?
Well, if your process is about 95 percent worked out, then there’s a good chance we’re a great fit. (Remember: these charts are a visual summary of your process that has already been worked out.)
Step 2: Drafting ideas
If we decide we’re a good fit, we’ll move on to step two: drafting ideas.
You and I will dig deeper into your ideas. This is where we’ll identify your:
- Discrete steps
- Descriptions for what is happening in each step
People remember metaphors and stories more easily than bare facts, so together we’ll think about different metaphors that match your approach, philosophy and the different steps throughout your process.
We’ll use your words and ideas so that the metaphors you use not only become memorable but resonate with your audience. The best part about this is that you’ll start attracting the kinds of clients you want to work with.
Do you have a branded name for your process?
If you do, that’s great; we’ll see what metaphors work.
If not, we’ll work on creating the main metaphor and see what names come up.
I’ll take all the ideas we’ve generated, hide in my studio for a while and start sketching out some rough visual ideas.
The next step is all about…
Step 3: Reviewing and revising ideas
Once I’ve designed some visual drafts, I’ll email you these ideas so we can review them together.
We’ll finalize what works…and what doesn’t.
Once we’re all set, you sign off on the final design.
Next…I create the final design.
Step 4: Creating your Visual Roadmap Chart (and digitizing in various formats)
This is where I go to work in my art studio to create your 8' x 4' Visual Roadmap Chart.
Here’s a peek behind the curtain…
- I start by rolling out a giant 8' x 4' piece of paper.
- Next to that, I have the 8½" x 11" sketch of your map.
- Nearby, I have a pile of sticky notes I use to plot where all your visual content goes on a larger scale.
- Then I create what are called “pencil guidelines.” Pencil guidelines are like a grid.
- I sketch out everything in pencil, including all the words and images.
- Once it looks great and is to scale, I use a marker and ink the drawings in. I always use a variety of colors so the various ideas you shared with me spring to life.
- Next, I photograph the giant piece of paper and then walk away from it for a while. (That’s so I have fresh eyes to see if there’s anything I missed while drawing the roadmap.)
- I dot the i’s and cross the t’s and check to make sure the entire roadmap is on track.
- Once the Visual Roadmap Chart is done, I photograph it again.
- Then I send a high-resolution photo to a designer, who will format the roadmap into an 8½" x 11" JPG and PDF so that you can use it in multiple situations.
Step 5: Delivering your chart
Once I get the digital formats back from the designer, I’ll send you:
- A JPG file
- A PDF file
- The original 8' x 4' drawing
Optional: Need to travel with your Visual Roadmap Chart? Worried that the roadmap might get ruined over time? Not a problem. You can have your chart printed on vinyl—so it’s highly durable and can stand up to the rough-and-tumble of the road. The heavy-duty vinyl keeps your roadmap in good condition through multiple uses.