ULTIMATE

TRADE NERD
GUIDE TO:
AMY MORGAN | iamtradecompliance.com | @amytradelady | #ICPA2014
my notes look like this
 the
combination of
graphics &
words
has a communicative
power that neither
singularly
possesses
QUOTE: Mike Parkinson; The Power of Visual Communication
ART: Austin Kleon
graphic communication is
more ubiquitous than ever

:)
 the
CHALLENGE
got visibility?
where’s the opportunity?
difficult to communicate?
let’s get
VISUAL
flowcharts are the
BUILDING
BLOCKS
of a trade program
clarify what’s happening

identify opportunities

communicate
process mapping is a
problem -
solving
tool
Six Sigma problem-solving formula

Y = f (x)
 a perfect
PROCESS
storm
process mapping is a
conversation
framework
collaboration
is the new
black
Goal: state objective here
start who why what end

?
when include
other
people
don’t take notes
take
photos
 just
DOCUMENT
swimlane,
swimlane, linear & more
start/end action

standard shapes

question sub-process
there is an app for that
visio demo
ANALYZE
this
insight without
action
is worthless
 see your
BIG (trade) DATA
 trade data
is
beautiful
Flowcharts = building blocks
Conversation framework
Problem solving tool
Collaboration is the new black
Don’t take notes – take photos
There is an app for that
Insight without action is worthless
Trade data is beautiful
 should I map process map for mapping a process
my process in a
flowchart?
start
Identify process
State objective, Capture actions
stakeholders & Did you get Create a
yes starting & (whiteboard/ yes
host p rocess- off topic? subprocess
ending point sticky note)
storm
no
no

Did you note Go back and do

no
Nonsense! Yes, issues? it
you do.

yes

Analyze/ Choose app and Take photo

Make changes Changes to
yes validate document of
to process make?
process flowc hart whiteboard

Monitor
no performance
via visual
analytics

Issues or
yes improvemen
ts to make?

no

end

AMY MORGAN | iamtradecompliance.com | @amytradelady | #ICPA2014

 Amy Morgan
amy@iamtradecompliance.com

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