Slidedocs Archives - Depict Data Studio https://depictdatastudio.com/tag/slidedocs/ Fri, 03 Nov 2023 15:15:44 +0000 en-US hourly 1 https://wordpress.org/?v=7.0.2 The Data Visualization Design Process: A Step-by-Step Guide for Beginners https://depictdatastudio.com/data-visualization-design-process-step-by-step-guide-for-beginners/ https://depictdatastudio.com/data-visualization-design-process-step-by-step-guide-for-beginners/#comments Mon, 10 Apr 2023 15:08:00 +0000 http://annkemery.com/?p=4127 Visualizing numbers in charts, graphs, dashboards, and infographics is one of the most powerful strategies for getting your numbers out of your spreadsheets and into real-world conversations. But it can be overwhelming to get started with data visualization. In this step-by-step data visualization guide for beginners, I'll walk you through the data visualization design process so that you can transform your spreadsheets into stories.

The post The Data Visualization Design Process: A Step-by-Step Guide for Beginners appeared first on Depict Data Studio.

]]>

Visualizing data in charts, graphs, dashboards, and infographics is one of the most powerful strategies for getting your numbers out of your spreadsheets and into real-world conversations.

But it can be overwhelming to get started with data visualization. Does data visualization leave you feeling like the numbers are about to topple over on you??

Bar charts falling onto stick people.

If so, this step-by-step data visualization guide is for you!

I’ll walk you through the data visualization design process so you know what to do first, second, and third as you transform your spreadsheets into data stories.

Step 1: Understand Your Audience

Wait! Don’t start making graphs on your computer! First, we have to do some planning. A little bit of up-front planning will save you hours of blood, sweat, and tears in the long run.

First, we need to consider our audience and context. Who, exactly, is going to be using the data to make decisions?

Here are some discussion-starter questions to talk about with your colleagues.

Who is Your Audience?

A chart designed for a group of foundation program officers will not be appropriate for a group of high school principals, and vice versa.

List all your audience types on a piece of paper, or a whiteboard, or in a spreadsheet, or even on the back of a napkin. Share the list with your colleagues and make sure you’re on the same page.

Have you reached consensus about who you’re targeting with your data?

What’s Your Audience’s Numeracy Level?

Do they enjoy or fear data? Unless you’re designing charts for a group of economists or statisticians, you can usually leave out details like the effect size, power analysis, and margin of error. Laypeople are often more interested in practical significance (the “so what?” and implications of findings) than in statistical significance.

What’s Your Audience’s Data Visualization Familiarity Level?

If they’re brand new to dataviz, stick with the traditional charts like pie charts, bar charts, and line charts—otherwise they’ll spend more timing ooh-ing and aah-ing over the chart’s novelty than paying attention to the information contained in the chart.

How Much Time Does Your Audience Have?

Little time or interest: Simple static chart.

Lots of time and interest: Interactive charts.

What Types of Decisions Does Your Audience Make?

What information do they need? What information do they already have? What information are they expecting? How will your chart(s) add value for them?

If you can’t think of how your chart will add value for the readers, don’t make one. Every chart needs a purpose and so what?

How Much Precision is Necessary?

As the data visualization designer, you have the freedom (and responsibility) to select how much precision is necessary. Your selection should be well thought-out and intentional. Your decision plays out in two ways: the chart type you select, and how you label the data points.

When selecting chart types, remember that some charts are better than others in displaying precision. For example, charts that rely on angles and area to show differences, like pie charts, are for communicating general patterns. Charts that rely on length to show differences, like bar charts, are for communicating specific details.

How Many Decimal Places Are Necessary?

A related decision is how exact your data labels will be. Will you include decimal places? How many?

In most scenarios, you can safely round your decimal places to the nearest whole number. Your audience is rarely using the tenths, hundredths, or thousandths place to make decisions.

Are My Viewers Expecting a Story?

Think about whether your audience is expecting a traditional or storytelling graph.

You’ll learn about the distinctions in this video:

Step 2: Choose the Right Chart

It takes a while to understand all the different chart types and to pick the best one for your desired takeaway message. There are tons of great graphs to choose from!

Consult a Chart Chooser

My interactive Chart Chooser includes dozens of chart types, resources, tutorials, and templates.

My interactive Chart Chooser includes dozens of chart types, resources, tutorials, and templates.

New to Dataviz? Start with Classic Chart Types

If you’re not sure which chart to use, stick with classics like the bar chart to compare categories and the line chart to visualize how things change over time.

These charts will be “right” most of the time, so they’re a safe bet.

Use Pie Charts Sparingly

Contrary to popular belief, pie charts are not evil and don’t have to be avoided altogether. I have seven guidelines for using pie charts and donuts. In this pie chart makeover, I show you how to transform a 3D pie chart with way too many slices into a storytelling bar chart with icons:

Getting Comfortable with Dataviz? Branch Out and Try Other Chart Types

Once you’ve mastered the classic chart types, you can play around with less-familiar chart types like bubble charts, bullet chartsdot plots, heat maps, scatter plotsslope graphssocial network mapstree mapswaterfall charts, and more.

Surround Yourself with Positive Inspiration

Surround yourself with great graphs so you can expand your worldview of what’s possible with data visualization. I suggest following top-notch data journalism teams like @PostGraphics@NYTgraphics, and @WSJgraphics.

You can even create a physical or digital library of great graphs. For example, you might print full-page, full-color charts and tape them near your desk. Surrounding myself with a variety of chart types, all of which have been used in different reports and for different groups of people, helps me create brand new charts easily. All I do is glance up at my gallery, and then I quickly figure out which chart is best for my new situation.

Work space with computer and papers taped to the wall for inspiration and reference.

Dive Into Your Dataset with Exploratory Data Visualization Techniques

I also use exploratory computer strategies, like Microsoft Excel’s spark lines, data bars, and conditional formatting, to help me narrow down the focus of my charts.

Spark Lines

Here’s a tutorial that shows you how to get started with spark lines:

Data Bars

And here’s a tutorial that shows you how to get started with data bars:

Conditional Formatting

You can set up rules in your spreadsheet that automatically change the color of certain cells based on their values. I regularly use heat tables to scan my dataset for patterns. You can follow my step-by-step tutorial to make heat tables for your data.

You can set up rules in your spreadsheet that automatically change the color of certain cells based on their values. I regularly use heat tables to scan my dataset for patterns. You can follow my step-by-step tutorial to make heat tables for your data.

Sketch Rough Drafts on Paper

Step back from your software program. This is especially crucial if you’re using Excel or R (versus Tableau) where you usually need a solid idea of your chart’s design before implementing that design on the computer.

sketch, draw, and doodle plenty of drafts before I create anything on the computer.

Here’s how it works: First, sketch plenty of rough drafts on paper. Give yourself permission to doodle as many drafts as you need. Share drafts with colleagues early and often. Gather as much feedback as you can. Next, create one or two of those promising drafts on the computer. Finally, edit, edit, edit! Put your easiest-to-follow chart in your final presentation or report. You might sketch five or more drafts. Only the single best chart will survive the editing process.

Here's how it works: First, sketch plenty of rough drafts on paper. Give yourself permission to doodle as many drafts as you need. Share drafts with colleagues early and often. Gather as much feedback as you can. Next, create one or two of those promising drafts on the computer. Finally, edit, edit, edit! Put your easiest-to-follow chart in your final presentation or report. You might sketch five or more drafts. Only the single best chart will survive the editing process.

Step 3: Select a Software Program

Once you’ve got a rough mental idea of what your visualization might look like, sit down and build the first draft of your visualization on the computer.

There are dozens of software programs available for building data visualizations. Some are free. Others are low-cost. And others are quite costly, at least for smaller organizations.

I’m software-agnostic at my core, meaning that I don’t care which program you use. You can create great — or terrible — graphs in any software program.

That being said, 99% of my data visualization consulting is done in Microsoft products: Excel, Word, and PowerPoint. Those are the common denominator for the companies that hire me. I’d never create a dashboard in a specialty software program… if you don’t also have access to it and know how to use it. It would be useless!

Here’s an example of an interactive dashboard made in good ol’ Excel. You can learn how to make these, and many other types, inside my Dashboard Design online course.

Step 4: Declutter

After you’ve got the first draft of your data visualization created on the computer, it’s time to refine your visualization and make your message shine. No computer program is perfect. You’ll have to roll up your sleeves and make intentional edits no matter which software program you’re using. The very first edit I make is to declutter my visualization. Software programs come with way too many borders, lines, and unnecessary ink. Examine each and every speck of ink on the chart. Does it have a specific purpose? If you can’t articulate a reason for that ink, you don’t need it.

Apply the Squint Test

In these before scatter plot on the left, the cluttered appearance distracts us from the data. All these extra lines make the charts look overly scientific—and outdated. In the after version on the right, I removed the background shading and borders. I kept the x and y axes and some of the grid lines, but I intentionally changed the black ink to gray ink.

How do you know when you’re done decluttering? Apply the Squint Test. Here’s how it works: Squint your eyes so that you’re peering at the chart through your eyelashes. Everything should look a little blurry. Can you see the overall shape of the data? For example, you should be able to tell if a line chart is jutting upwards or downwards over time. If not, try removing more clutter.

In these before scatter plot on the left, the cluttered appearance distracts us from the data. All these extra lines make the charts look overly scientific—and outdated. In the after version on the right, I removed the background shading and borders. I kept the x and y axes and some of the grid lines, but I intentionally changed the black ink to gray ink.

Outline Shapes in White

You’ve got the gist of decluttering. Now, let’s fine-tune!

Sometimes reducing clutter means outlining shapes in white, rather than black, so that they match the chart’s background color.

Sometimes reducing clutter means outlining shapes in white, rather than black, so that they match the chart's background color.

Step 5: Clarify Your Message with Color

There are three goals for color:

  1. Branding (Using your company’s colors, which saves time and helps you look professional)
  2. Accessibility (Making sure your colors pass official guidelines so they’re legible for people with disabilities, like ADA/508 compliance in the United States)
  3. accessibility (Using colors to make the graph feel intuitive)

Brand Your Visuals with Custom Colors

I’m begging you! Do not use the default colors from Excel, Tableau, or Google Charts. Nothing screams novice! or 2002! more than default color schemes. If you’re designing charts for a report, handout, or presentation for a client, use their color scheme. Consultants, this means the report will look like it came from the client. It will not have your firm’s look and feel.

In this example, Johanna Morariu and I were designing a slidedoc for the Working Families Success Network. We began by investigating the Working Families Success Network’s logo, website, and publications. Their logo has a distinctive blue, orange, and pink and their publications use dark gray text rather than black. Throughout their website they use color blocks with white text and white outlines. Next, we adapted that layout and color scheme for our slidedoc. The images on the right are separate slides (pages) of the report.

In this example, Johanna Morariu and I were designing a slidedoc for the Working Families Success Network. We began by investigating the Working Families Success Network's logo, website, and publications. Their logo has a distinctive blue, orange, and pink and their publications use dark gray text rather than black. Throughout their website they use color blocks with white text and white outlines. Next, we adapted that layout and color scheme for our slidedoc. The images on the right are separate slides (pages) of the report.

You can locate custom color codes in style guides, with a free eyedropper tool, or even with Microsoft Paint. Then, enter your custom color codes in Microsoft Excel or in Tableau.

Make Sure Your Colors Are Legible for People with Color Vision Deficiencies

Here’s how:

  1. First, by proactive and avoid using red-green color combos.
  2. Second, make sure you directly label your data.

Although we’re used to seeing legends, we rarely need them. Legends can lead to unnecessary zig-zagging around the screen or page, and legends can also be difficult to interpret if your graph is printed in grayscale.

Instead of using legends, directly label the data. Direct labels mean that you add labels as close as possible to the data. For example, in a line graph, you would delete the separate legend and place the category labels off to the right of each line. For bonus points, color-code the text in the labels to match the line.

This is what direct labels look like:

Although we're used to seeing legends, we rarely need them. Legends can lead to unnecessary zig-zagging around the screen or page, and legends can also be difficult to interpret if your graph is printed in grayscale. Instead of using legends, directly label the data. Direct labels mean that you add labels as close as possible to the data. For example, in a line graph, you would delete the separate legend and place the category labels off to the right of each line. For bonus points, color-code the text in the labels to match the line.

Then, you can upload your draft to www.color-blindness.com’s Color Vision Deficiency Simulator to get a preview of what it’ll look like for people with protanopia and deuteranopia.

Emphasize the Takeaway Message with the Action Color

When you want to tell a story with data, you can guide your viewer’s attention to your desired takeaway finding by creating a dark/light contrast. This example comes from one of my graduate school projects a decade ago, so I used the exact shade of green from my university’s logo. Then, I used dark green to draw my audience’s attention to a couple key parts of the slide. This slide comes from the fourth section or chapter of the presentation, the Limitations section, so that tab was highlighted in dark green so that it contrasted with the other tabs, which are in gray. The topic of this particular slide was Brevity of open-ended survey responses, so that text is in green so that it stands out against the rest of the text. And the box-and-whisker plot itself also uses dark green.

Chart showing four steps organized by color.

Step 6: Clarify Your Message with Text

It’s hard to get wording just right, so I usually save my titles, subtitles, and annotations for the end.

Brand Visuals with Custom Fonts

Rather than using Microsoft’s plain ol’ Calibri, make sure your visualization’s fonts match the project’s branding.

Write the Takeaway Finding in the Graph’s Title

Need to tell a story with data? Rather than using a generic title (“Figure 1” or “Number of youth served”), state the takeaway message in the title.

I first learned about this technique through Cole Nussbaumer’s Storytelling with Data workshop back in 2012—but geez, was it tough to apply! This is one of the hardest practices for social scientists to learn because we’re so comfortable with APA formatting and its generic figure titles.

Think Twitter-like and aim for six- to eight-word titles. Look to newspaper articles for inspiration; journalists know how to include the “so what?” in their title. You may or may not read the full newspaper story for additional details. Same thing with charts: your audience may or may not read your full chart, so your title must give them the gist of your findings.

Add Context with Annotations

Annotations are call-out boxes that provide important contextual details. In PowerPoint, Word, or Excel, you can easily create annotations by inserting a text box. No fancy software required!

Here’s a great example from Mother Jones. A generic title would’ve been “Number of children living in poverty” or “Relationship between poverty and geographic location.” This 6-word title, “In Climbing Income Ladder, Location Matters,” ensures that readers grasp the chart’s message instantly. A 2-line caption adds more details underneath the title, and a few cities are annotated. The tweet’s text also reinforces this message.

This is how likely poor kids are to grow up and move out of poverty based on where they live http://t.co/5A5VIZkLBN pic.twitter.com/7BBZQJ9bdg — Mother Jones (@MotherJones) January 31, 2014

Establish a Text Hierarchy

Size your fonts according to their importance. A text hierarchy tells your viewers which information is most important (headings) and which information is least important (the regular ol’ paragraphs). In this example, I transformed a university’s annual report simply by adding an intentional text hierarchy. I call this makeover a two-hour turnaround because these are changes that anyone can make in two hours or less. Before, all the font was the same size, so the headings didn’t stand out. The report looked like a sea of words. After, we made the headings stand out by with larger fonts and by overlaying the text on top of a photograph. We also used a different color for each section to break up the sea of words into manageable chunks.

Size your fonts according to their importance. A text hierarchy tells your viewers which information is most important (headings) and which information is least important (the regular ol' paragraphs).

Lower the Reading Level

The vast majority of reports, handouts, infographics, dashboards, and slideshows that I review with clients are written at a reading grade level that’s so high that reading the documents feels like homework. In this example, we assessed our draft’s reading grade level with a free tool called readable.io. Then, we re-worded the title so that it was a closer match for our intended audience.

The vast majority of reports, handouts, infographics, dashboards, and slideshows that I review with clients are written at a reading grade level that's so high that reading the documents feels like homework. In this example, we assessed our draft's reading grade level with a free tool called readable.io. Then, we re-worded the title so that it was a closer match for our intended audience.

Finally, go share your chart!

You’ll need to edit it slightly depending on the medium — a chart for a presentation should look different than a chart for a dashboard. You can learn about presentation-specific, dashboard-specific, and report-specific techniques.

Learn More

Sign up for my free online course called Soar Beyond the Dusty Shelf Report. There are several quick lessons that help you get started with data storytelling.

Or, contact me about online coursesprivate workshops, and conference keynotes.

The post The Data Visualization Design Process: A Step-by-Step Guide for Beginners appeared first on Depict Data Studio.

]]>
https://depictdatastudio.com/data-visualization-design-process-step-by-step-guide-for-beginners/feed/ 33
How to Avoid Death by PowerPoint by Differentiating Between Slidedocs and Slidedecks https://depictdatastudio.com/how-to-avoid-death-by-powerpoint-by-differentiating-between-slidedocs-and-slidedecks/ https://depictdatastudio.com/how-to-avoid-death-by-powerpoint-by-differentiating-between-slidedocs-and-slidedecks/#respond Mon, 04 Apr 2022 15:08:00 +0000 https://depictdatastudio.com/?p=13968 You'll learn how to differentiate slidedecks and slidedocs when using software like PowerPoint or Google Slides. Slidedecks are presentation slides that accompany the speaker, and they'll generally have as little text as possible and plenty of high-quality images. Slidedocs are standalone documents that just happen to be made in PowerPoint instead of Word. Since they're meant to be reports, they'll need more full sentences.

The post How to Avoid Death by PowerPoint by Differentiating Between Slidedocs and Slidedecks appeared first on Depict Data Studio.

]]>
Do you use PowerPoint? Probably.

What do you use PowerPoint for?

You might use PowerPoint to:

  1. Create slides to accompany a presentation (i.e., you’re getting ready to speak at a conference, meeting, or other in-person or virtual event); and/or
  2. Create documents that someone can read on their own (i.e., when you’ll circulate the slides as an email attachment before or after a meeting).

I talked with Boris Hristov on the World of Presentations podcast about this distinction.

Ann K. Emery and Boris Hristov talking about how to avoid Death by PowerPoint.

Sometimes, we need to use PowerPoint (or Google Slides, or Keynote) for presentations.

Other times, we need to use PowerPoint for standalone docs like email attachments or printed handouts.

Without a clear distinction, we run into Death by PowerPoint — presentation slides that are as dense as reports. Or, reports that are as sparse as presentations.

Boris is the founder of presentation agency 356labs and a PowerPoint MVP. Boris has years of experience as a trainer, mentor, and consultant and has trained and coached not just students, but also people from the IT, sales, marketing and management fields in topics ranging from presentation skills and storytelling through the psychology behind slide design.

You can watch our conversation or read the highlights below.

Listen to the Podcast Episode

You can listen here:

Watch Our Conversation

Or, watch our conversation on YouTube:

How to Differentiate Between Slidedocs and Slidedecks

Here are the highlights from the conversation.

In this episode, you’ll learn how to differentiate between slidedocs and slidedecks when using presentation software like PowerPoint or Google Slides.

Slidedecks are presentation slides that accompany the speaker, and they’ll generally have as little text as possible and plenty of high-quality images.

Slidedocs are standalone documents that just happen to be made in PowerPoint instead of Word. Since they’re meant to be reports, they’ll need more full sentences.

You’ll learn about five specific ways to design better slidedecks and slidedocs:

  1. Titles and Headings
  2. Amount of Text
  3. Font Size
  4. Visuals
  5. Length

Titles and Headings

The first difference we should see between slidedecks and slidedocs is the wording.

In slidedocs, I recommend takeaway titles, which have the “so what?” directly in the headings, subheadings, and graph titles.

In slidedecks, I used to say that topical titles were okay because the presenter would explain the “so what?” with their voice.  But, nowadays, I recommend using takeaway titles for both formats (for presentations and documents). Our audiences are busy, and I can’t risk confusing them.

Amount of Text

In slidedecks, we should aim for as little text as possible. No full paragraphs. No full sentences. Key phrases only. The speaker fills in the information with his or her voice.

In slidedocs, I recommend using full sentences and paragraphs. This is a report, after all. Our readers need to understand the content on their own; there won’t be a presenter explaining the information to them. Our report just happens to be made in PowerPoint.

Font Size

Slidedecks need large font (size 18+ for body text). For in-person presentations, the text needs to be big enough for people in the verrrry back of the room to see it. For virtual presentations, the text needs to be big enough for people to read it from their phone screens.

Slidedocs are essentially just reports, so they need report-size font (~size 11 for body text).

Visuals

I recommend storytelling graphs for both slidedecks and slidedocs.

“The term data storytelling is used different ways,” you’ll hear me say in the podcast. Storytelling graphs have an intentional dark/light contrast, accompanied by takeaway graph titles.

Our brains can’t help but notice dark colors, so choose one key point that you want your audience to focus on, and make that darker.

For slidedecks, I recommend just one graph per slide to focus your audience. That way, the audience members are actually looking at the right graph as you talk about it. If we put too many graphs on the screen at once, we risk losing their attention.

Length

When we’re designing slidedocs, we typically need to stay within page limits. There might be written or unwritten rules about keeping the report to 3, 5, or 10 pages, for example.

When we’re designing slidedecks, we should ignore “rules” about slide limits. Use as many slides as you need! In the podcast, you’ll hear me explain that “You’re clicking through [the slides] at a faster pace, but you’re not slurring your speech or talking really, really fast to get through everything.” You’re showing less per slide, and keeping the pace nice and quick.

Quick Dataviz Wins for Presentations

Finally, in the podcast, Boris asked me for data visualization tips.

I shared several Quick Wins that benefit our busy audiences. “People are very hard working, they’re very highly educated, I think we just don’t have the time,” I explained. “These are some tips to help speed up [the audience’s] comprehension knowing they live in a busy world.”

Quick tips include:

  1. Round decimal places to the nearest whole number;
  2. Avoid ALL CAPS; and
  3. Left-align text instead of centering.

Dataviz Book Recommendations

Boris asked me for book recommendations. Here are the books I mentioned:

Connect with Boris Hristov

Your Turn

Do you use PowerPoint for slidedecks, slidedocs, or both?

Ann K. Emery and Boris Hristov talking about how to avoid Death by PowerPoint.

The post How to Avoid Death by PowerPoint by Differentiating Between Slidedocs and Slidedecks appeared first on Depict Data Studio.

]]>
https://depictdatastudio.com/how-to-avoid-death-by-powerpoint-by-differentiating-between-slidedocs-and-slidedecks/feed/ 0
Communicating with Your Audience More Effectively: Using One-Pagers Internally https://depictdatastudio.com/communicating-with-your-audience-more-effectively/ https://depictdatastudio.com/communicating-with-your-audience-more-effectively/#comments Tue, 05 Oct 2021 15:08:00 +0000 https://depictdatastudio.com/?p=13393 Depict Data Studio full courses always end with a graduation ceremony where students share the progress they’ve made. I’m always amazed by the transformations that take place and I can’t help but want to share their wonderful work! Today you’ll learn from JC De Jesus, Vice-President of Service Delivery for an internet-provider based in Canada. Thanks for sharing, JC!

The post Communicating with Your Audience More Effectively: Using One-Pagers Internally appeared first on Depict Data Studio.

]]>
Depict Data Studio full courses always end with a graduation ceremony where students share the progress they’ve made. I’m always amazed by the transformations that take place and I can’t help but want to share their wonderful work!

Today you’ll learn from JC De Jesus, Vice-President of Service Delivery for an internet-provider based in Canada. Thanks for sharing, JC! –Ann

—–

“The world rewards people who are best at communicating ideas, not the people with the best ideas”

@david_perell

The ability to communicate effectively is a key skill in any venture, business or personal. Depending on your specific situation, effective communication skills can vary, and cover a wide range of topics. 

A student presenting in class with a set agenda topic and visual aids will communicate very differently from, say, a company CEO or a manager leading a team through a complex project over several weeks or months.

Communicating via Salesforce Chatter

In our company, Salesforce Chatter is one tool for effective communication. 

In our company, Salesforce Chatter is one tool for effective communication. 

Chatter is like a social-media platform but for business.  You follow co-workers to see their posts (like Twitter or LinkedIn), you can join groups and see group updates (like Facebook).  It also has a top-notch mobile app.  

And as you can imagine, just like any social-media app, your newsfeed can get really, really busy!

For a leader sharing an update to the team or the entire company, it’s important for your update to be as concise and engaging as possible for it to be effective.

Using a 1-Pager to Effectively Communicate Internally

I run a large team and share updates in Chatter. One of the things I find to be effective is using 1-pagers. 

Instead of dense and text-heavy presentations, I minimize the text to include only the main points and actions I need from my team. This way, the 1-pager can be read in 2 minutes or less.

Here’s a 1-pager I’ve posted recently. This is for an ongoing project with many stakeholders. 

Instead of dense and text-heavy presentations, I minimize the text to include only the main points and actions I need from my team. This way, the 1-pager can be read in 2 minutes or less.

Notice some of the key elements:

  • Headers. The header “We Deliver Better” is in large, bolded font.
  • Page Layout. The layout is a 2-column format, which makes the sentences appear shorter and easier to read.
  • Outline. Notice the five-topic outline with icons. Those 5 topics stand out because of the larger font size and font color (blue) that’s different from the rest of the text.
  • Visual Framework. The icons emphasize each of the 5 topics. These are also used in slidedeck presentations for consistency.
  • Branding. It uses our corporate brand colours and logo.
  • Divider Lines. There are no divider lines between rows and columns. Those are not needed if we give the page a lot of white space, which I’ve attempted to do here by cutting down on text.  Cutting down on text while getting the full message is the hardest part in putting this together!
  • Skimmability. Key phrases are in bold to make it more scannable.
  • Hashtag. And, of course, the hashtag #DeliveryExperience on the top right.

My goal was to write something that can be read in 2 minutes or less by a wide audience (100+ people), and the 1-pager format helps me achieve exactly that.

And for anyone who wants to get into more detail, we also have a 30-minute slidedeck. It uses many of the same elements as the 1-pager.

And for anyone who wants to get into more detail, we also have a 30-minute slidedeck. It uses many of the same elements as the 1-pager.

By having a variety of approaches in communicating, I’m able to appeal to and share information with my audiences much more effectively.

Connect with JC

LinkedIn: http://www.linkedin.com/in/jc-dejesusus

Twitter:  @technophone

The post Communicating with Your Audience More Effectively: Using One-Pagers Internally appeared first on Depict Data Studio.

]]>
https://depictdatastudio.com/communicating-with-your-audience-more-effectively/feed/ 1
How to Write Your Reports in PowerPoint Instead of Word: Nine Tips for Getting Started https://depictdatastudio.com/how-to-write-your-reports-in-powerpoint/ https://depictdatastudio.com/how-to-write-your-reports-in-powerpoint/#comments Tue, 03 Apr 2018 15:08:32 +0000 http://annkemery.com/?p=9374 While PowerPoint may not be your first thought when it comes to creating reports, guest blogger Nick Visscher shares nine tips on how to get started writing reports in PowerPoint.

The post How to Write Your Reports in PowerPoint Instead of Word: Nine Tips for Getting Started appeared first on Depict Data Studio.

]]>
Hi! My name is Nick Visscher, I’m an internal evaluator with Denver Zoo. Our data work spans the gamut from collecting guest satisfaction insights to observing preschool kids in our nature play programming. With everything our team does we aim to help our staff improve their programs and our guest’s experience. It’s important for us to disseminate our findings in ways that make our stakeholders (mainly internal staff) to dig in and explore. Clear, concise, and well visualized reporting is super important and something we are passionate about.

A page from Nick Visscher's Sustainability Management System Community Survey report

There are so many options when it comes to reporting software, but one familiar face I often find myself turning to is Microsoft PowerPoint. You might not immediately think of PowerPoint when it comes to creating formal reports, but I love using it in lieu of more common applications like Word. Positioning new images and text boxes into a document is just easier in PowerPoint. You don’t need to worry about anchoring items or how inserting new text might change the position of items you’ve already included on a page. It’s a blank canvas without many limitations.

Here are some screenshots from a report that I wrote in PowerPoint. These pages come from our Lorikeet Adventure: Guest Experience Research Brief.

Nick Visscher's opening page of the Lorikeet Adventure report

The second page of Nick Visscher's Lorikeet Adventure report

Here are a few tips I keep in mind when using PowerPoint to design my evaluation reports. Note: I’m working in MS Office 2016.

  1. Changing slide orientation: I like a traditional page layout for a report I know my readers will likely print, not the default slide size (16:9 aspect ratio). To change it, I go to the Design pane and create a custom slide size, change the settings to 8.5” by 11”, and select a Portrait orientation.
  2. Making use of the page ruler, gridlines, and guides: In the View pane I always select Ruler and Guides (and sometime Gridlines) so I can make sure key text and objects are in the same position on each page. I also know my readers will likely print and use a staple in the upper left corner so I make sure to keep one guide line at a half inch from the left. This lets me position headers and text where I know a staple won’t get in the way.
  3. Using built in arrangement options for multiple text boxes or images: Don’t spend too much time clicking that left arrow or right arrow to “nudge” objects into just the right place on a page. Select all the objects you wish to align, go to the Home pane, select Arrange, and then select Align. There are built in arrangement options there which perfectly align or evenly distribute everything at once. This is one feature that consistently saves me time and makes everything look better.
  4. Inserting shapes and lines as design elements: I love using basic shapes and lines in different variations on a page to give the design of a report a sleek and professional feel. I avoid predefined slide design templates at all costs, they don’t often follow the principles of good design.
  5. Using fill color and transparency: I’m not always confident in knowing which colors compliment each other so to avoid having to pick different colors, but still give some visual variation, I increase the degree of fill color transparency on key shapes or objects. I also like doing this on cover pages when most often the entire slide background is a photograph. Inserting overlapping shapes with 50% transparency creates a sophisticated visual effect and also adds some darker space on the page perfect for a title or text header to stand out.
  6. Copying page design for the whole report: Most of the time I like my background design and title text to be consistent on each page. Once I’ve created a page layout I like I simply copy and paste that slide for the remainder of the report pages. This is a quick solution to having to re-create the most common design elements in your report over and over again. I’ve used a more elegant solution lately by editing the slide master in the View pane and editing the default fonts and colors in the Design pane.
  7. Editing dataviz directly in PowerPoint: I used to spend a lot of time editing charts directly in Excel, then copy/pasting them into PowerPoint. This would sometimes cause size and formatting issues so I’d have to do a few edits there too. PowerPoint has the same chart editing and layout features as Excel does so now I create a basic default chart in Excel using my data, copy/paste that right away into PowerPoint, and do all of my editing there.
  8. Letting your copy editor do their thing: I always need a copy editor when I finish a report. PowerPoint provides similar review and comment features as Word does. It’s not quite as extensive but it does the trick. Under the Review pane you can select text, add comments, and select “start inking” to highlight areas is the report that need further attention.
  9. Saving your report: Save your report as a PDF or XPS document when you’re ready to send to your readers. They’ll be dazzled by the beauty of your work and be none the wiser that you used trusty ole PowerPoint to design it.

Here’s another report that I designed within PowerPoint. These pages come from our Zoo Lights: Guest Experience Survey Report.

The first page of Nick Visscher's Zoo Lights report

The second page of Nick Visscher's Zoo Lights report

Have you tried writing your reports in PowerPoint instead of in Word? If so, please share your tips in the comments section below.

The post How to Write Your Reports in PowerPoint Instead of Word: Nine Tips for Getting Started appeared first on Depict Data Studio.

]]>
https://depictdatastudio.com/how-to-write-your-reports-in-powerpoint/feed/ 29
“But clients like to read my PowerPoints on their laptop when they’re in bed…” https://depictdatastudio.com/but-clients-like-to-read-my-powerpoints-on-their-laptop-when-theyre-in-bed/ https://depictdatastudio.com/but-clients-like-to-read-my-powerpoints-on-their-laptop-when-theyre-in-bed/#comments Mon, 07 May 2012 15:08:13 +0000 http://annkemery.wordpress.com/?p=597 One of the best things about evaluation conferences is that you get a chance to see your former coworkers and compare notes. While chatting with a former teammate recently I realized we were approaching PowerPoints very differently. There's no "one size fits all" PowerPoint design, but perhaps evaluators can learn how to design PowerPoints differently depending on the purpose?

The post “But clients like to read my PowerPoints on their laptop when they’re in bed…” appeared first on Depict Data Studio.

]]>
One of the best things about evaluation conferences is that you get a chance to see your former coworkers (aka. friends!) all in one place.

I ran into my former teammate at the Eastern Evaluation Research Society’s annual conference just last weekend. After catching up on all the usual things (our current jobs, his adorable kids, etc.), we started talking about some of the best presentations we’d seen so far.

I was telling my teammate about the American Evaluation Association’s Potent Presentations Initiative and how there will be plenty of trainings in the near future.

“They’ll teach us great strategies,” I told him. “Like how to use fewer words on our slides, position the words and images to really get our messages across, and make sure our message is heard.”

“Why would we want to change our PowerPoints?” he asked me.

“Well… you know, the whole ‘Death by PowerPoint’ idea. Pasting an entire paragraph into PowerPoint and then reading the paragraph aloud for the audience is pretty, well, ineffective,” I said.

“But clients like to read my PowerPoints on their laptop when they’re in bed,” he explained to me. “They want the PowerPoint to be like an executive summary of the entire evaluation project so they can read it the night before a big meeting. They expect my PowerPoint to have a lot of text. Clients want full paragraphs, and bullet points, and not too many images. It should read like a book, or at least a really descriptive brochure.”

Hmmm.

There are clearly different purposes for PowerPoints – as the backdrop for verbal conference presentations, as a deliverable to clients that should read like an executive summary of the project, or even to use as a handout in a meeting.

There’s no “one size fits all” PowerPoint design, but perhaps evaluators can learn how to design PowerPoints differently for each of these different purposes?

The post “But clients like to read my PowerPoints on their laptop when they’re in bed…” appeared first on Depict Data Studio.

]]>
https://depictdatastudio.com/but-clients-like-to-read-my-powerpoints-on-their-laptop-when-theyre-in-bed/feed/ 1