You know so much stuff. You have decades of experience and knowledge. What are the steps you need to take to extract the knowledge and turn it into something simple, elegant and powerful?

< 6 minutes watch time.

Today I’m going to be talking to you about how do you take that tangled mess of knowledge from your head and turn it into something that’s tangible, a tangible methodology, a signature system with visual models.

It’s a quality problem, isn’t it? Because as experts we know so much stuff. It’s our greatest strength, but it can be, in some situations, it can be a big weakness because we can find it different to clearly and succinctly explain what we do. Because it is so complex, “How do I in 30 seconds explain to someone my 20 years’ experience?”

Yep, how do we distil that down?

Creating a signature system and turning that into visual models is a really great way to do that. “So how do we do that? How do we get what is in our head and turn it into a picture?”

It’s a five step process.

Ask Quality Questions

Firstly, Step Number One is about asking questions. Let’s say for example you’re going to be creating your Educate Model and the Educate Model is all about showing your clients what is the step by step process, the things that they need to do to get from A to Z. So they come to you with Problem A, they want results Z. “What are all the things I need to do to get that end result?”

The questions you want to be asking to create that Educate Model are, when a client comes to you, what is the first thing that you do? Great.

Then what do you do, and then what do you do, and then what do you do? Now whether you’re making sure that you’re focusing on the doing because the Educate Model is about the doing. So aren’t we to say they do mindset and they don’t do mindset, what do you actually do with them that works on the mindset? Specifically answering that question of, “What are you doing?” When you’re doing this I would actually say that you want to be putting everything that you do on a Post-It Note. Stick them all on Post-It Notes. You might want to put them up on a wall which is great. You can do that.

So that’s Step Number One is asking the questions and when you’re in that creative process you want to be sure that you’re not censoring anything that comes out. Anything that comes out, any idea, any thought, any adds to that question, you want to say, “Thank you brain. Keep it coming.” Okay? Because you don’t want to be sending the message to your brain that what your brain is doing is wrong because then it will start shutting down that part of your brain and you’ll start contracting rather than expanding your thinking. So keep the thinking expanding and brainstorm without censorship.

Start Chunking

That’s Step Number One. Now Step Number Two then, to say you’ve brainstormed all the things that you need to do to get your client from A to Z. You’re probably going to have 50+ Post-It Notes. You can’t go to your client and say, “Hey, I’ve got the 407 Step System to get from A to Z. They’d be like, “Screw you, I’m going to the person who’s got five steps.”

What you need to do with those Post-It Notes is then to start chunking them. Group them together in a way that makes sense. You want to chunk that between three and seven chunks of information. For those of you don’t know, P for where you learn that you want between two and nine chunks. However, I’ve found that the sweet spot with visual models is really between three and seven.

I will always make exceptions to that if it’s hard and fast like there will be a, clearly are eight steps here and we can’t take one of them out, or we can’t group two of them together, and there’s eight and that’s it. Fine, I will be flexible on that, but generally I try and work the models to between three and seven chunks. That’s Step Two.

Draft Your Visual Model

Step Number Three then is about drafting it. Say you’ve got five steps in your process. Then you want to draught a picture of what that’s going to look like. When you’re selecting the shape you want the shape to be appropriate for the metaphor for the story that you’re telling with this model.

If it’s a linear process, a step by step chronological order like we’re talking about with an Educate Model usually, most of the time an Educate Model is linear. The order does mashup. It’s going be something that goes generally from maybe left to right, horizontal chronological order of linear shape, or you might have a vertical one rarely, but sometimes people do choose those.

You’re going to pick a shape and you’re going to draught it, and you’re going to draw it.

Present Your Model to a Live Audience

Then Step Four is that you’re going to actually present it. Now whether you’re presenting it to a one on one client, whether you’re sitting down having coffee with someone and drawing on the back of a napkin, or what I prefer that you do is you stand up in the front of a room and draw it on a white board and chalk to it. It’s really important that you actually present this model a couple of times and get feedback so that you can tweak it a little bit because really every time you present your model, you’ll go, “Ooh, actually that felt a bit awkward, I think I need to switch that” or “I need to change the language there because it didn’t quite flow properly.”

Make It Sexy!

It’s really important to present your model before you go to Step Five which is about the polishing. That is actually where you send your model off to a graphic designer to be done to a high standard in your branding and looking sexy and animated.

That is the Five Step Process to take what is in your head and turn it into a visual model. I hope that helps. If you have any questions, please pop them in the comments below. Let me know what you think.



renee-b&W webRenée Hasseldine works with coaches, experts & thought leaders to turn what is in their brilliant minds into powerful signature systems using visual models. Her knack for extracting and unpacking thoughts and turning them into unique intellectual property is sheer genius.

Renée is the author of the best-selling book ‘Share Your Passion’, she is the host of the ‘Leveraged and Loving It’ podcast and a panel member on The Business Playroom TV.


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