The Visual Coach Handbook
Inspiring visual approaches for getting people from A to B
Written for facilitators or coaches who need situational pointers in workplace settings,"The Visual Coach Handbook" is:
A quick reference with a theme-based lookup system.
It contains inspiring real-world examples where simple visuals are used to create more engaging workshops, meetings, and higher quality conversations.
I’m pretty proud of this book you're about to hold in your hands. In these pages, I’m sharing some really personal stories of how I’ve used visuals to coach myself and my teams through tough spots.
My hope is that it inspires you to grab a pen or an iPad and use simple visuals to help others, and even yourself, get from where you are to where you want to be.
I get asked a lot for templates of the visuals I use. This book is more than a dictionary of templates. It’s got the building blocks of visual coaching that will help you be a better:
• Note-taker
• Communicator
• Worker / Contributor
• Manager
• Coach
• Facilitator
• Consultant
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About the Book
Have you noticed how you've always had a better conversation / meeting / workshop when there was something visually tangible like a whiteboard diagram to refer to?
This book was prompted by 2 needs:
- The lack of a definitive handbook with inspiring examples on what template/metaphor/exercise for every scenario.
- People asking me to share my craft.
All visuals included were designed to be quick and easy to draw, easy to understand, and simple to deliver. No drawing skills are required. This book includes an introduction to sketchnoting. The foreword is even written by the creator of sketchnoting - Mike Rohde, author of The Sketchnote Handbook and The Sketchnote Workbook.
I hope this book makes you a better notetaker, coach, facilitator, leader, and communicator!
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Author
About the Author
Zhi Lee
Hi. I'm Zhi.
My mantra is to help people love their jobs by working in better ways.
It was through working as a manager in the software industry for a number of years, that I realized my calling in coaching.
In my coaching roles, I found people really warmed up to visual approaches. I've always wished there was a definitive handbook with inspiring examples on what template/metaphor/exercise for every scenario. This guide aims to fill that gap using examples from my real working life.
Contents
Table of Contents
Foreword
The Welcome Visual
Introduction
Visual Coaching Theory
- Definition of Visual Coaching
- Person-Centred Planning
- Visual Coaching
- Why Visual Coaching Works
- Visual Coaching without Templates
- Qualities of a Coach
- Building Blocks of Visual Coaching
- Visual Coaching Building Block One (Put the Participant in the Picture)
- Visual Coaching Building Block Two (Their Pen and Paper)
- Putting the Buiding Blocks Together
Visual Thinking
- What is Visual Thinking
- How to Sketch
- More Sketchnoting Practice
Look-up Field Guide
- Motivation
- Universal Meeting Templates
- Conflict and Disagreement
- Focus
- Brainstorming
- Reflections
- Planning
Conclusion
Challenge Time - What’s your Visual?
- Scenario 1: The “Everything is High Priority” Stakeholder
Causes
Causes Supported

Open Sourcing Mental Illness, Ltd OSMI
Changing how we talk about mental health in the tech community.
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