Sketch a Solution with Clients

Ever have a client that’s has a problem you are struggling to solve?  Here’s a tip from Noise Between Stations that could help:

When you’re trying to solve a problem and you’re stuck it’s because you’re trying to solve it in your head. Just as you can do simple calculations in your head but need a calculator for everything else, you can’t solve tough business problems in your head.

When you draw, build, write, or use something that is physical, your physical senses help you understand more about the situation. You more fully understand the problem than if you only thought about it. Financial analysts do this by writing calculations on the back of a napkin or playing with numbers in a spreadsheet. Designers do this by sketching on paper or carving foam in the shape of a product. Engineers do it by combining parts they have on hand to make something new.

It’s important to ignore how well you’re doing what you’re doing, because that will distract you from accomplishing the goal. This may go against our usual inclinations to do things “right.” We’re taught to think things through and carefully design a solution. But when you’re stuck we need to overcome this tendency. Free your mind from all the rules you normally follow. Pick up the pencil and just sketch.

You might even use techniques you know to be incorrect because they help you move more quickly. This is good. The are only two guidelines here:

1. Do it quickly
2. Create something tangible

I can’t recommend this tactic enough.  When I was mediating custody disputes, I used huge easel-sized 3M Post-It notes to sketch out custody scenarios with my clients.  I’d draw a month’s worth of days in a grid, and would give each client their own big Post-it to diagram their ideal custody situation.  Often times, once the parents got up and put marker to paper, they broke out of their mindset that a reasonable custody arrangement couldn’t be negotiated.

If you have an office or meeting room, take down some of your diplomas and expensive art work and instead throw up some big Post-it notes (or a whiteboard) on the wall and see how many more client problems you’ll solve.

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