Visual Note-Taking Techniques: A Complete Guide to Capturing Ideas Visually

Visual note-taker synthesizing a live conversation onto a large board.
Visual note-taking — the practice of capturing conversations as live, illustrated summaries — is a specialized field requiring a diverse skillset.

The Making of a Skilled Visual Note-Taker

Visual note-taking is a highly specialized skill. While there is no official certification for visual scribes, at ImageThink we have funneled over a decade’s worth of experience into a comprehensive, immersive training program for our new team members before they ever hit the conference room floor. Over a period of three months, our newest visual note-takers practice in studio, get feedback from our team, and shadow senior practitioners at corporate events in the field.

Whether you’re interested in what our visual note-taking workshops have to offer, or want to learn more about visual note-taking and what to look for when hiring a graphic facilitator for your event, read on for the key skillsets we train for at ImageThink.

Visual note-taker synthesizing a live conversation onto a large board.
Visual note-taker synthesizing a live conversation onto a large board.

Active Listening and Synthesis

Visual note-taking is much more than a pretty picture. While we always strive for a beautiful end result, the skillset at graphic facilitation’s foundation is an ability to listen carefully for key points, and to distill lengthy conversation into synthesized statements. That means turning attention one hundred percent towards the topic at hand; identifying recurring themes; and using context clues from speaker intonation to audience response to understand when a comment is especially important for visual note-taking.

Visual notes using hierarchy, color, and containers to organize key information.
Visual notes using hierarchy, color, and containers to organize key information.

Visual Hierarchy and Organization

A skilled graphic facilitator doesn’t simply list out your presentation in bullet points. Visual hierarchy–including composition, variation in text size, and the use of color to denote keywords–organizes visual note-taking in a way that makes them readable at a glance. Experienced visual note-takers use visual cues to indicate the flow of information, so that related ideas are visibly connected, and the through-line of conversation and graphic facilitation can be easily followed by a viewer. Color, text size, and placement of images on the board allows viewers to read essential information and supporting points almost instantly.

Visual metaphor used in live note-taking to connect ideas through landscape imagery.
Visual metaphor used in live note-taking to connect ideas through landscape imagery.

Mind-Mapping and Visual Metaphors

Skilled visual note-takers are experts at connecting the dots between concepts–and at visualizing those connections for others to see. Mind-mapping is a baseline technique for illustrating the relation between pieces of content, and for the way in which new concepts branch off one another. 

At ImageThink, we also like to use visual metaphors like landscapes in our visual notes, couching our ideas in exciting and engaging ways that emphasize the links between ideas.

Simplified imagery in visual notes that emphasizes content over decoration.
Simplified imagery in visual notes that emphasizes content over decoration.

Efficient Visuals

ImageThink’s visual note-taking vocabulary is similar to cartooning in its economy of line. While most of our visual note-takers have a background in illustration or fine art, it’s oftentimes better to use simplified imagery. Not only does highly rendered artwork take more time than is usually available during a live visual capture session, it can also end up distracting from the content of the work rather than amplifying it. As a well organized board clearly and successfully conveys the key messages of the speaker, it’s sometimes best to use clear and bold imagery.

participants at imagethink workshop learn visual thinking skills
Workshop participants gain visual thinking skillsets to map ideas, boost engagement, and facilitate meaningful conversation.

Learn more about visual note-taking and visual thinking!

Our customized visual thinking workshops give your team practical visual tools to enhance creativity and collaboration. With over twenty years of experience, our co-founders Nora Herting and Heather Willems will get your team out of their seats and in front of the drawing board with interactive exercises in design thinking, to workshop ideas in graphic facilitation, and creative problem-solving. Contact us today!

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