Chapter 9
Using Visual Aids

Retention Rate in Visual Learning

In a landmark paper entitled The Magical Number Seven, Plus or Minus Two: Some Limits on Our Capacity for Processing Information (still cited by today's educators), the author discusses his research and concludes that most people retain between five and nine bits of information in short-term memory (Miller, 1956). Because short-term memory decays in a matter of seconds, presenters, educators, and trainers must find ways to “fix” information presented in long-term memory and thus increase retention. One way of doing that is through the use of visual aids. Visual aids play an important role in helping participants retain information; however, they should never take the place of good training.

Before exploring other reasons for using them and specific examples, let's take a look at the classic research supporting the use of visual aids.

The 3M® Company sponsored the two most often quoted presentation-related research studies, one with the Wharton School's Applied Research Center (Oppenheim, 1981) and one with the University of Minnesota's Management Information Systems Research Center (Vogel, Dickson, and Lehman, 1986), to look at the impact of visuals on business presentations and meetings. The results of these studies support the widely held belief that visuals do indeed increase retention and effectiveness.

The Wharton study found that presenters using visuals were perceived as more polished and professional. They came across as better prepared, more persuasive, more highly credible, and more interesting (Oppenheim, 1981). Results from the University of Minnesota 3M study showed that when visuals were added to an oral presentation, retention was increased by about 10 percent and the presentation became more than 43 percent more persuasive. Furthermore, presenters using computer-generated visuals were perceived as being more concise, more professional, clearer, more persuasive, more interesting, and more effective in the use of supporting data (Vogel, Dickson, & Lehman, 1986). David Peoples (1992) cites Harvard and Columbia studies that showed retention increased 38 percent when visuals were added to presentations. You will find more information about the effects of visual use on presentations in Multimedia Learning by Richard E. Mayer (2001).

Researcher Edgar Dale developed what is now known as “Dale's Cone of Experience” (Walters, 1993). His studies conclude that people will remember:

  • 20 percent of what they hear
  • 30 percent of what they see
  • 50 percent of what they see and hear
  • 80 percent of what they hear, see, and do

Reasons to Use Visual Aids

The main purpose of visual aids is to enhance the training and to improve retention. The key word here is aid. Visuals should not take the place of the spoken word. After all, if the visual can stand alone, then the trainer is not necessary.

To Capture Attention

Visual aids help capture and keep the participants' attention. The visual aid can be extremely simple and even somewhat primitive, or it can be slick and dramatic. It all depends on personal choice, cost, available resources, type of presentation, room size and setup, audience, and purpose.

To Reinforce Points

Visual aids also reinforce the points being made. With key words or graphics, the message is communicated both visually and verbally. As we noted earlier, the likelihood that the message will be retained increases from 20 percent to approximately 50 percent.

To Organize Information

Visual aids help you to organize your material. They help keep you on track and ensure all the information is covered. Keep in mind, however, that the visual aids do not drive the training session. The trainer has already developed the program and the training materials, and the visual aids are placed strategically within that framework to enhance the program.

As a tool for organizing, visuals are also a way for the trainer to guide the participants. If the trainer uses a visual to present a key point, the participants are better able to follow the organization of the session. As a result, the trainer appears more professional, looks better prepared, and comes across as more competent.

To Promote Understanding

The use of visual aids promotes understanding. They illustrate the spoken message with graphs, charts, pictures, or key words. This is particularly valuable if the trainer is explaining concepts or somewhat complex information. You can simplify the information by distilling it into understandable segments. For example, the trainer might be making a presentation involving a lot of figures and statistics. The information will be more interesting and meaningful if it is presented in charts and graphs, rather than in rows and columns of numbers.

To Support the Spoken Message

Visual aids support the message by stimulating the participants' senses. Easy access to computer-generated graphics enables trainers to enhance their messages with interesting colors, pictures, motion, and sound.

To Emphasize Key Points

Although various verbal techniques may be used to emphasize key points, many participants may not be attuned to the trainer's use of emphasis. For example, the trainer may say something like, “The first important point is…” or “I can't stress enough the importance of…” or “Now that we've addressed the causes, let's look at the effects.” Keeping in mind that most people are not good listeners and that many people process information through different modes, putting the key points on a visual helps place the emphasis where the trainer intends it to be. There should be no doubt about the importance of information that is displayed visually.

Guidelines for Using Slides

The most commonly used visual aid is the PowerPoint slide presentation. The equipment requirements include a computer and an LCD projector. The flexibility of the medium enables you to modify information on a moment's notice to reflect late-breaking developments or audience input. Unfortunately, trainers with this capability often rely too heavily on using this medium and deliver passive rather than active training.

Limit Their Use

First of all, do not use too many visuals. Some so-called training sessions are nothing but one slide after another. Keep in mind that the visual is an aid, not the entire presentation.

Keep It Simple

Nothing is more annoying than looking at a slide made directly from a page of text crammed with uninterrupted lines of information. Put only one idea on each visual and no more than one illustration. There should be only six or seven words per line and six or seven lines per slide. If you have a great deal of data, divide it among several slides. Some trainers who have discovered the myriad of options available through computer software programs tend to go overboard by doing too much, such as adding animation and sound effects, both of which are distracting. Remember that less is much more effective.

Make It Easy to Read

Each visual should be seen clearly by the entire audience. Use type no smaller than 24-point for text and larger for titles. Use sans serif type such as Arial or Helvetica. Also use a combination of upper-case and lower-case letters.

Use Color

Color is more effective than black and white for a variety of reasons. First, it has better cognitive impact. People simply remember color. As a result, a color visual is more interesting, has more impact, and makes a greater impression. With the availability of color printers and other pieces of technology, using color is easy.

Another important consideration is that audiences expect color. Even classic black-and-white films have been “colorized.” Why? Because people are put off by black and white.

Use a solid background color. Medium blue is good for a background with the text in white, bright yellow, or pink. Do not use dark red, dark green, or dark blue. They do not project well.

Keep in mind, however, that many people are colorblind. It has been estimated that 20 percent of men cannot distinguish colors of the spectrum, causing colored objects or words to appear as shades of gray, black, and white, varying only in degree of lightness and darkness. The more distinction you can create among colors, the easier those with colorblindness will be able to see.

If you have lists, design your slides so that items come up one at a time and the previous items change to a different color. This technique not only helps the audience see what has led up to the item being discussed but also directs their concentration.

Use Pictures

I'm sure you are familiar with the saying, “A picture is worth a thousand words.” This is so true. You can say so much on your slides by using photographs and graphics. The trend today is to use more pictures and fewer words, and with today's technology, the possibilities are endless. In fact, many presenters use photos only to reinforce a point or make an emotional impact. A slide with less textual material forces the audience to focus on the presenter. Just be sure your photo or graphic actually relates to the point you are making.

Use It, Then Lose It

Because the visual is an aid, it should be visible only when it is relevant to the point being made. When you are finished with the slide, hit the “B” key on your computer to go to a blank screen. (If you are using a remote, it will have the capability to create a blank screen as well.) Otherwise, the participants may continue to focus on the visual aid and will pay little or no attention to what you are saying. People are easily distracted as it is, so do not give them anything that might divert them from your important message.

Do a Dry Run

Slides that look great on your computer monitor may not look as good projected on a screen. Test your slide presentation in a semi-dark room with the projector as far back as you expect it to be in your actual room. What you see on your computer monitor is not what you will see in a semi-dark room, for example, colors may be washed out.

Using Flip Charts

The flip chart has two different applications: (1) prepared pages and (2) blank pages on which to capture information spontaneously throughout the session. Let's start with prepared pages.

General Guidelines

Prepared pages are used the same way as slides, but they tend to communicate a more casual approach or atmosphere. A major advantage of prepared pages is that you can take the time to make sure the printing is neat and legible. This is particularly important if you have a problem writing legibly. Another advantage is that valuable session time is not spent at the easel; you are able to show the information quickly and move on. As with other forms of visual aids, the pages double as notes for the presenter.

For blank pages used to present or capture information as you move through the session, consider these important do's and don'ts. First, if you have asked for input from participants and you are capturing their responses, write down exactly what is said. Do not translate the information into your own words.

What if the person responding has a difficult time making his or her point succinctly? Some people do. Two different approaches can used: (1) after listening intently to the person's response, ask the individual to summarize his or her point in a few words so you can capture it on the flip chart or (2) if the person is not able to condense his or her point, paraphrase what you heard and ask permission to write down your interpretation of the contribution. As training guru Bob Pike says, “People don't argue with their own data.” But they may argue with yours, so make sure you are respectful of their words and intent.

In full-day or half-day sessions, it is a good idea to tear off the pages and tape them to the wall. Before doing so, however, put a brief descriptive title at the top of each sheet. To save time, cut one-inch masking tape into several two- to three-inch strips before the session begins. That will enable you to post the sheets quickly.

Depending on the wall covering, you might be able to use push pins. If you are not permitted to use tape or pins, a safe alternative is to use a magnetic dry-erase easel pad that clings to most wall surfaces and can be positioned and repositioned on the wall. The sheets are erasable and reusable as long as you use dry-erase markers. Do not write on a sheet after it is posted on the wall, because many markers have a tendency to bleed through! Be sure to use washable markers just in case.

Writing on Flip Charts

Whichever method you choose, the following guidelines will help you create a polished, professional image for your participants:

  • Use flip charts with relatively small groups of no more than 25 or 30 participants.
  • Print in block letters two to three inches high so that everyone in the room can see the information.
  • Do not put more than about six lines of information on a page.
  • Do not fill the page to the bottom. People are sitting; their vertical range of vision is somewhat limited.
  • Do not talk to the easel while you are writing.
  • Wait at least 20 to 30 seconds after you finish writing before flipping the page so that people can copy the information if they wish.
  • Do not stand in front of the easel after you have finished writing. Once again, give people an opportunity to capture the information.
  • Consider using two or more easels across the front of the room to develop a continuous, uninterrupted flow of ideas or if you cannot post pages on the wall.
  • If possible, choose easel pads of white paper with perforated sheet tops for easy tearing. Do not use flip-chart paper with dark lines on it; it looks unprofessional.
  • Use a wide, felt-tipped watercolor marker that will not bleed through the paper.
  • Leave blank pages in between, particularly if you have prepared some pages ahead of time. Unless paper is quite opaque, the writing on the page underneath the blank page will show through.
  • Be mindful of the impact of color. Use blue, green, brown, and black to add variety and interest. Save red for emphasis. Also, do not use red and green on the same page. Those who are color blind will not be able to distinguish the two colors.
  • Alternate colors by lines to make reading easier.
  • Use colors systematically: one for page headings, one for primary points, another for subpoints.
  • When you are not writing, put the marker down.

Using Videos and Video Clips

Video clips can be used in much the same way as demonstrations or scripted role plays. As with other media and methods, you have several options. Use a small portion from a movie or television show to illustrate a point. This is very effective, but be sure to obtain written permission. Copyright laws are not to be taken lightly. However, there are libraries of copyright-free video clips for use in presentations. Also, news clips and other events captured on film are often in the public domain. YouTube is another great resource.

One way around the cost and inconvenience of dealing with copyrighted material is to create your own video clips. The quality largely depends on the amount of money you are willing or able to spend. Use a video camera or hire a professional videographer to help produce the video, keeping in mind that the greatest expense is associated with the editing process.

You could write your own script and use your friends, colleagues, or acting students from a local college or university to illustrate the points, skills, or concepts through short vignettes. It is a great opportunity for aspiring or nonprofessional actors to gain both experience and exposure.

Before using any type of videos, review tips on selecting them in Chapter 7 and interactive techniques for using them in Chapter 8.

Whichever visual aid you choose, make sure you think through the pros and cons as well as its appropriateness to your audience and program design. A summary of advantages, disadvantages, and usage of various visual aids is shown in Table 9.1.

1

Table 9.1 Using Visual Aids

Aid Advantages Disadvantages When to Use
Flip Charts Spontaneous
Advance preparation
Better contrast
Permanent
Easy to use
Allows you to present ideas in sequence
Inexpensive
Colorful (depending on range of colors in your set of markers)
Dependable
Bulky
Limited writing
No flexibility in size or sequence
Expensive if prepared professionally
Tendency for trainer to write small to get all ideas on one page
Paper tears easily
Small groups
Lectures with spontaneous highlighting
Brainstorming
Lists, procedural steps
PowerPoint® Slides High quality
Photographic detail
Very portable
Easy to operate
Can accommodate any size group
With remote control, trainer can move around
Dark room
Can appear “canned”
Slides, not speaker, become focal point
Long sequences encourage mental absenteeism
Repetitive programs where photographic detail and professional look are important
Videos Professional
Good discussion generator
Immediate feedback
Any size group
Effective for demonstrating how not to do something
Most effective for learner-centered training
Both seeing and hearing are utilized in learning
Expert on tape can reinforce what the trainer has been saying
Dark room
Expensive
Used as substitute for lesson or presentation
Supplement to training program
Visual feedback of trainee performance
Create mood or feeling as prelude to trainer's presentation

The Trainer's Handbook, 4th Ed. Copyright © 2016 by Karen Lawson. Reproduced by permission of Pfeiffer, an imprint of John Wiley & Sons, Inc.

Although visual aids can be a powerful enhancement to your training program, a good trainer will not rely on them solely as the basis for the training program. In fact, you should plan on a worst-case scenario, that is, what you would do if something happened and you were unable to use your visual aids. Would you still be able to conduct your session? If you can't answer with a positive “yes,” you need to rethink the way in which you are using them.

Now that you have identified your content, written your learning outcomes, selected the various methods and activities you are going to use to communicate your content, developed your materials, and written your instructional plan, now it's time to focus on ways to focus on group interaction.

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