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White Board, Flip Chart, or Notepad?

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Occasionally we stray just a little bit from pure SQL articles and delve into

related areas. If you haven't guessed yet, this is one of those occasions.

On a daily basis I meet with members of our development team to discuss

problems they are working on, problems I need them to work on, or sometimes

problems that I'm working on. It's an informal environment where we go to

whichever office is convenient and talk things through until we get to where we

need to be. Out of each of these discussions we often wind up with a list of

todo items and/or a diagram showing some proposed changes, or maybe the flow of

how a process will work. Not exactly a new process, I'm sure most of you do

something similar.

Where it gets interesting (to me anyway) is how to have that conversation

effectively. It seems that we almost always look around for something to draw on

so that we can present ideas visually - and then modify those ideas visually as

well. When it is time to draw, we typically have three choices:

  • Dry erase board/white board/chalk board
  • Flip chart/easel pad
  • 8-1/2x11 pad
  • PC

Leon has a

dry erase board in his office. Not that he consciously decided that it was

better than the other two options, that's just how it wound up. Dry erase is

nice because you change your drawing quickly and still keep it legible, but the

downside is that once you have something complete there is no easy way to move

that to a transportable medium. (Note: I've heard of people taking digital

photos of the board and printing them, not a bad idea I guess, or maybe you're

one of the lucky few who have a board with the built in printing functionality).

A lot of the time the problem is bigger than we can describe on a single board,

so we have to start writing on something else, or start writing a lot smaller in

the left over space. Nine times out of ten when I'm in Leon's office I end up

using a 8-1/2x11 pad because I can't erase what's on the board.

Legal or letter notepads are about as low tech as you can get I guess, but

they do work. If you have just two people working the problem it works pretty

well, but with three or more the size limits it's usability/viewability. Not as

easy to change as dry erase of course, but paper is cheap so you can always redo

it, plus the completed notes are easy to photocopy. Maybe it's just me but I

don't think it works as effectively as either dry erase or a flip chart - I

think because it is is helpful to literally "take a step back" and have

something you can look at from a few feet away.

We almost never use a PC to convey ideas. At most we'll grab a chunk of

source code, or look at a table design. Maybe we just haven't found the right

tool?

That leaves the flip chart. It overcomes most of what I consider negatives on

the notepad. Pretty hard to copy of course, and the paper is a lot more

expensive. Not as easy to modify as the dry erase board.  For discussions

with developers, at the end of the session they tear the sheets off and tape

them to the walls in their office while they work. Over the past year it has

become my tool of choice for outlining problems/solutions, even for things I'm

working on solo. I'll get up, add some stuff, sit back down, look at the chart

and think on it.

The interesting part about both dry erase and flip chart is they encourage

discussion. When someone walks by or comes in about something else and sees a

new drawing, they often ask questions or have comments that are useful. No one

is going to walk in and see what I have written on my notepad without being

asked.

These sessions are really meetings and well run meetings always have minutes.

For us, it's what winds up on the board/paper that we consider the minutes, no

point in investing more time in it. This is a lot more effective than everyone

taking notes while they try to think through the problem at the same time.

A common scenario is for us to revisit the drawing to rethink a problem or

reconsider why we went in a specific direction (a month or more later). Getting

everyone looking at the original drawings seems to get us back into that mental

position quickly - or at least more quickly than just talking about it with no

visual reference.

I'm not here to say that one method is better than the other, just that one

works better for me. What I'm hoping you'll think about is how you convey ideas

and information during these type of brain storming/problem solving sessions. A

lot of what we (developers and DBA's) do is complex stuff. Getting everyone "on

to the same page" isn't easy, but it is a useful metaphor.

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