Category Archives: 07b-Using good information design

Crafting good exhibits of analysis, using best-practices of displaying and explaining quantitative results, creating effective tables and graphs, integrating Excel and PowerPoint

07a-Crafting an effective formal presentation, 07b-Using good information design, charts & graphs, PowerPoint resources, slide-craft, story-boarding, tables

Being Intentional with your Data and Giving your Graphics a Voice!

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I have a particular interest in evaluation in the workplace– the evaluation of employees, work output, employers, etc. In the types of programs I’ve been in, I have found in very useful. However, I’m sure that most companies don’t have the time to thoroughly evaluate their work in a systematic and organized way. I have always worked in the research/higher education end of business, and so I don’t personally have experience with how evaluation works in the corporate setting.  How does evaluation look like in your industry or company?

A few years ago, I came across this site and I have been a fan ever since. The group is called Evergreen Data and they focus on intentional reporting and data visualization. I work in public health/higher education, and the public health industry is very data-heavy. Data in public health is used for analysis, program planning, grant opportunities, research, etc. and so I have seen the benefits of its use in my industry. What does your company do with its evaluation data?

This particular site had a checklist on how you should layout your evaluation reports which I’ve found super helpful! The purpose of the checklist is to help identify what parts of an evaluation report can be enhanced through the use of graphics.

Here are some of the items they had in their checklist:

  • Text font and size (sans serif and size 9-11)
  • Text uniformity
  • Line spacing (between 11-13 points)
  • Headers/callouts
  • The number of different types of fonts that you should use (no more than three!)
  • Don’t make too “strong” or “bold” of bullet points
  • Alignment (be consistent!)
  • Make sure that items in page that are grouped together are related
  • Utilize white/empty space!
  • Use of pictures/graphics – individuals learn differently from one another
  • Use color changes for a purpose (are you being intentional by choosing to change the color of a font or header?)

Evergreen also has an additional checklist that’s used for data visualization. It’s specific to making your graphs speak for themselves! This is a great resource as well.

What are some of the tips you have when creating reports (not exclusive to evaluation reports)? What steps do you take to have your data share a “story” or a “point”? Are you intentional in your decisions in terms of report layouts, font, graphics, etc.? Do you find that you have to pay more attention to this? 

07a-Crafting an effective formal presentation, 07b-Using good information design, charts & graphs, story-boarding, storyline structure, tables

Beer and Infographics DO mix

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I’ve been tinkering with Adobe InDesign and Illustrator. These programs are very powerful but can be equally as frustrating to manipulate – much more manageable after a couple beers.

I put together this standalone document to illustrate the rise of the craft and microbrewery industry. The content is engaging but I’m most interested in your thoughts on the formatting and design. Don’t worry about holding any punches – this is an early shot at the tool and feedback is helpful.

Thanks and here is the PDF:
Beer and Infographics

07a-Crafting an effective formal presentation, 07b-Using good information design, 07c-Telling stories, 07d-Delivering a presentation, charts & graphs, creativity methods, PowerPoint resources, slide-craft, story-boarding, storyline structure, tables

Alternatives to PowerPoint

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PowerPoint Alternatives: Will PowerPoint Ever be Obsolete?

Will PowerPoint ever be replaced?  It has become commonly accepted in the business world that ‘PowerPoint’ is synonymous with ‘Presentation’. However, when is the last time that you (or me, or anyone for that matter) questioned the validity of that accepted standard, or even gave fleeting consideration to using a different presentation platform or software program?

So, that leads to the question of whether or not PowerPoint will ever become obsolete, outdated, or replaced by something newer and shinier. In researching thoughts on this topic by folks smarter than myself (such as Jeff Bezos, CEO of Amazon, in this article), I discovered a few things.

First of all, there are already many of alternatives to PowerPoint, and while they might not be household names, they can arguably match the functionality of PowerPoint, and perhaps even be more targeted towards your audience depending on the nature of the presentation. Some of the more popular alternatives to PowerPoint include Apple’s Keynote (which Steve Jobs popularized by using when rolling out new products), Google docs (free, ‘quick and dirty”), SlideRocket (great for folks in a sales environment), and perhaps most notably, Prezi (Intuitive, sophisticated, puts ‘slides in motion’, great for storytelling).

I am personally considering giving Prezi a try based on the positive reviews and feedback that I have read and would love to hear from anyone in our class who has tried the software first-hand. It does seem that one day PowerPoint might be replaced as the gold standard for delivering presentations, but that day is likely not going to come anytime soon, and we are likely better off improving our delivery method rather than changing the platform all-together.

So, what are your thoughts??

 

Articles for Reference:

http://www.forbes.com/sites/carminegallo/2012/09/07/jeff-bezos-and-the-end-of-powerpoint-as-we-know-it/

http://lifehacker.com/5888189/five-best-powerpoint-alternatives

http://www.customshow.com/best-powerpoint-alternatives-presentation-programs/

http://www.powtoon.com/blog/10-best-powerpoint-alternatives/

 

 

07a-Crafting an effective formal presentation, 07b-Using good information design, 07d-Delivering a presentation, Uncategorized

Takeaways from being an MP judge

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Last night, I volunteered to judge the Delta presentations of the 2015 one-year MBA students. It felt good not being the presenter and  really good being the judge 🙂 Below are some key takeaways of mine.

Need for Visuals : I’m completely convinced of the need for more visuals and less text. It was very difficult to take in anything when the presentations are loaded with text. Some of the one’s were really really text heavy and it wasn’t easy to concentrate.  So you may ask, how much text is appropriate ? I felt one to two sentences per slide mixed with visuals to be more appealing.  Anything beyond that, I had difficulty moving back and forth between the screen and the presenter.

Need for Simplicity : Teams with simplicity in their slide-crafting kept me more engaged and more interested. Slides with just one data image helped me absorb the content. Whenever there was too much data on one slide, I checked out of the presentation for few minutes.  The problem with that is, even if the listener wants to check-in again it won’t be easy for him to follow. This is my take on the need for simplicity. This is an essential ingredient if you want your audience engaged totally.

Need for laughter : It’s very easy to get bored when you are just watching presentation after presentation.  If you know you will be in situations like that, it helps to have a slide that can make the audience laugh so that they can get back into the presentation

Need for honesty : When someone asks you a question at the end, it’s ok to say “yeah, we didn’t consider that issue”  instead of saying something to cover up. This helps building trust which, I believe, is the foundation for any business relationship

It was a great learning experience to be on the other side. My long trip from John Creek was well worth it. Thank You, Prof. Noonan for giving us this opportunity

 

06-Building a case, 07b-Using good information design

McKinsey’s take on making cost cuts stick

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Working at a large company, I frequently read and hear about the next initiative coming down the pipe to reduce costs, but rarely do those efforts create lasting change.  We improve in the short term most likely as a result of the Hawthorne Effect, but the control measures used to lock in the change are either inadequate or not monitored to ensure compliance.

In this article, McKinsey & Company offers 5 tips to making cost cuts stick (it is also available in a podcast).  Each suggestion is backed up with data and experience demonstrating the effectiveness or lack thereof in creating lasting change.  The one that hit home for me was to “Clearly articulate the link between cost management and strategy.”  The article reads, “the goal cannot be merely to meet a bottom-line target,” but that is frequently what our company does.  I like how the article points out that it might not be wise to starve a business unit that is a shining star in need of resources for the purpose of simply meeting a savings goal.

As a business leader, I believe we should concentrate on what changes our business needs to be competitive in the market place, and not the attainment of some arbitrary savings target.

07b-Using good information design, charts & graphs, creativity methods, deliverables

Infographics on the Job

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In my earlier post on this subject, I discussed the history of information design and some best practices associated with its use today.  It’s great to consider the past and present of this art, but what about the real context for most of us on a day-to-day basis?

In my career thus far, I haven’t to do much of this type of work.  In fact, between undergrad and business school, I don’t think I touched PowerPoint more than a few times.  Well, those days are over!  I’ve been serving in my new role at Arby’s for almost a month now, and I’ve already been asked to create what we call “one pagers.”  These summaries are a brief overview of a topic, usually presented via a PowerPoint slide.  It’s important that they present only the most critical information, and are used during the numerous meetings that happen on a daily basis.

So what role do infographics play?  Let’s just say that they’re a team player and not the star.  Our one-pagers are generally mostly text, organized in a way that is very clear and easy to read.  The graphs, data, etc. typically plays a support role or is left out altogether, only to be presented in more thorough presentations.  The key here is to extract the data into bullet points or going beyond that, make your point or recommendation based on the data.  I found a good example of the general form we use on, of all places, the Citizens for Public Justice website.  I agree with their format, and it can be seen here: http://www.cpj.ca/content/how-write-one-page-brief

I still believe that I will have to create a good bit of graphs and charts, however I think the true, modern form of infographics are typically left up to the design types and corporate communications department.  Luckily, the organization is fairly flat and meeting with those people, collaboration, and learning from them is eminent.

Although I may not be presenting as much of this type of work as I had expected, I believe I will certainly know how to create meaningful visualizations of data to support my future recommendations.  I look forward to the challenge and continued learning!

05-Creating & constructing good solutions, 07a-Crafting an effective formal presentation, 07b-Using good information design, 99-Spreadsheet modeling, charts & graphs, tables, Uncategorized

Misleading Graphs & Statistical Lies

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Graphs and Charts are everywhere, and are excellent tools to visually convey statistics, results, trends, data, etc. There are basically three groups of graphs out there that you’ll find on a regular basis:

1.) Graphs created by people who do know what they are doing

2.) Graphs created by people who don’t know what they are doing

3.) Graphs created by people who do know what they are doing and have manipulated it to intentionally deceive the viewer.

There’s a fine line between number 2 and 3 sometimes, and to be effective business leaders, one skill we must possess is the ability to call “BS”, whether intentional or unintentional. Below is a great book to help uncover a lot of deceptive tricks and a few some examples.

A great book that I highly recommend is: “How To Lie With Statistics“. It’s short, cheap, and uncovers numerous tricks people use with charts, graphs, numbers, and statistics to deceive the reader without breaking the rules.

Not to pick on Fox News, but below is a graph that is severely misleading in both the title and the scale of the X-axis. The title leads you to believe the data is by consecutive quarter, and the inaccurate spacing on the X-axis leads to to believe the data is linear.

If you title and plot this data accurately, below is what you would get:

There are many types of errors or tricks that results in the display of data in an inaccurate way. Below are several categories and things to watch out for the next time somebody slaps a fancy looking report down on your desk:

USE OF THE 3D CHART:

Simple use of 3D charts distort the ratio of pies and the height of bars. Notice how Item A and C look more similar in the 3D chart, but flattened, C is less than half of A

ChartMisleading Pie Chart.pngSample Pie Chart.png

 IMPROPER SCALING:

Notice how the intent is to increase the value 3X (Y-Axis), while the perception is that it increased 9X

Improperly scaled picture graph.svg

Comparison of properly and improperly scaled picture graph.svg

The appropriate way to display the increase from 1 to 3 is shown below.

Picture Graph.svg

MISLEADING TRUNCATION:

The truncation on the following graph leads the viewer to believe that group E is nearly twice the size of group A. While sometimes truncation is a great tool in certain situations, it is often misused.

Truncated Bar Graph.svg

Looking at the scale from 0 to 12,000 puts in perspective how slight of a difference there is between groups.

Bar graph.svg

IMPROPER AXIS RANGES:

The graph immediately below makes you feel as though the growth over time has been slow and gradual, but a quick change of the axis values gives a completely different perception. Don’t always believe the slopes of lines as they are a function of the Axis values.

Line graph2.svg

Line graph3.svg

OMISSION OF SCALE:

When Scales are left off, the range of the axis is unknown and differences are easily exaggerated or minimized.

Bar graph missing zero1.svg    Example truncated bar graph.svg

 

07a-Crafting an effective formal presentation, 07b-Using good information design

Using PowerPoint Differently!

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When I first started using PowerPoint, it was full of ClipArt stick figures and tons of text. Slowly, the art of presentation evolved (thankfully!), and ClipArt was no longer an acceptable way to add images to your slides. But, the evolution didn’t necessarily refine our presentation skills that much. The horrendous ClipArt images were only to be replaced by ‘slideuments’ and chart junk. Now, our slides were full of bar graphs and pie charts that didn’t explain anything and a text overload that bored the pants off of the audience. For this semster’s assignment, I turned to Garr Reynolds, author of Presentation Zen, to help with my information design skills. His book is available on Amazon and I highly recommend it to anyone who wants to work on their slide making skills. As a teaser, I am sharing a few of his tips here, some that I found particularly valuable.

Don’t be afraid to use Multimedia

I have seen multimedia being used effectively by many great presenters. Using video clips or even music can impact how the audience reacts to your presentation and how they retain it. A purely narrative style combined with a text heavy presentation can lose the audience’s interest quickly.

Simplify your visuals

If your visuals can’t be understood in 3 seconds, then redesign them to communicate your idea better. Some images or graphics looks great, but if they are too complicated, then it’s time to ditch them for a simpler design.

Less is More

This is something we have heard a lot in any talk/ article about effective presentation but it is an advbice worth repeating. Reduce the text on your slides. The slides should complement the narrator, not make you redundant. Another aspect of less is more is limiting the ideas to just one main idea per slide. It effectively takes the same amount of time to communicate 3 ideas on 3 slides that it takes to go through 3 ideas on one slide. But it will help your audience process each idea better when they are presented separately.

Back off on the Animation

Animation seems to be the shiny new toy everyone is playing with, but be careful not to overdo it. Animation on every slide can distract the audience from your narration.

Buy the book at : http://www.amazon.com/Presentation-Zen-Design-Principles-Presentations-ebook/dp/B00GXADSUU/ref=sr_1_2?ie=UTF8&qid=1407770573&sr=8-2&keywords=presentation+zen

99-Spreadsheet modeling, charts & graphs, Excel resources, team dynamics

My Challenges with Excel

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C.S. Lewis (1898-1963), Fellow and Tutor in English Literature at Oxford University, and Chair of Medieval and Renaissance English at Cambridge, was an intellectual giant of the 20th century. In later life, reflecting on challenges he faced in his younger days, Lewis remarked:

“I could never have gone very far in any science, because in the path of every science the lion mathematics lies in wait for you. Even in mathematics whatever could be done by mere reasoning as in simple geometry I did with delight. But the moment calculation came in I was helpless. I grasped the principles but my answers were always wrong. Yet though I never could have been a scientist, I had scientific as well as imaginative impulses and I loved ratiocination*.”

To be candid, I have some apprehension when it comes to Excel . . . made all the more pressing because of how central excel skills are to the practice of finance. So when I consider my excel challenges I draw much encouragement from these thoughts of C.S. Lewis.

Although I have a deep passion for finance, and have worked in investment management for 10 years, my position at work has been more about interpreting and leveraging excel generated data, rather than performing the actual work of creating spreadsheet models myself.

The result is that up till now, my excel skills have languished.  Thus I’m grateful that our MBA program has forced me to improve. In this spirit, (and acting on the advice of professor Noonan) I’ve set out to build my own personal top 10 excel skillset, that will be useful to my financial career.  Some of these may seem rather obvious, but excel is my self-selected focus area and I figured that I could subject my list to public opinion and scrutiny, in the hope that collaborative discussion might occur. I also thought that some of this material might be useful for those considering a financial career.

Rough draft of “Top 10” excel skills for investment management and financial planning for high net worth individuals, families, trusts, and charitable foundations:

  1. Precision tree
  2. Sensitivity analysis, useful for evaluating insurance policies
  3. Goal Seek
  4. Historical market and financial instrument analysis
  5. Excel integration with Word and PowerPoint
  6. Configuring excel for pleasant appearance and functionality
  7. Mortgage / Bond / Annuity amortization schedules
  8. Learning to manipulate and efficiently sort data – this is hugely important for many areas within our business such as ranking client positions, asset allocation decisions, analysis of individual positions, and assessing performance in order to prioritize investment decisions
  9. Graphing portfolio performance vs. relevant market benchmarks
  10. Leveraging excel with proprietary finance software used by major financial enterprises. (our firm uses Advent)

When I reflect on the challenges of the first year of MBA school, I am glad that I have improved in several of theses areas and incorporated them into different assignments and projects. Our cohort has aided much of my improvement.

For example, during first semester, I was fortunate to be on a team with Shehzad Shabuddin, who was quite generous with his time and patient with helping me make progress on excel. Shehzad’s blog post, The Excel trap, reminds us of the dangers of reducing life to data and mathematics. Excel-ing in Real Estate by Bob Caperton and the article by Barry Slaymaker on MBA level excel skills were both particularly helpful. I’m also hopeful that I can persuade Joe Song to give me some Excel lessons between now and graduation.

One of the most powerful lessons I have learned in life (and a “key content” area of MP) is the importance of surrounding yourself with others whose complementary strengths have the capacity to offset your personal areas of weakness.  My next blog post will examine a leader who intimately understood just how powerful this principal is, and became a great, and most unexpected, actor in history.

*Ratiocination, noun. – the process of logical reasoning. [1520-30]

07a-Crafting an effective formal presentation, 07b-Using good information design, charts & graphs, PowerPoint resources, PowerPoint tricks, slide-craft

10 tips on how to make slides that communicate your idea, from TED’s in-house expert

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One of the skills that I chose to work on this semester was improving my presentation skills and slide design. In the past, I have been guilty of using the standard slide template, including too much text and underutilizing images. Over the course of the semester, I have been tasked with giving two presentations at work and have found ways to visually enhance my slides that have resulted in more effective presentations.

I recently came across an article on the TEDBlog that was written by Aaron Weyenberg, a UX Lead at Ted, and internally referred to as the master of slide decks. Below are 10 tips on how to make effective slides that he identified, however I have highlighted 2 tips that I found the most insightful and provided excerpts from the article.

  1. Think about your slides last. 
  2. Create a consistent look and feel. 
  3. Think about topic transitions. 
  4. With text, less is almost always more. 
  5. Use photos that enhance meaning.

  • I love using simple, punchy photos in presentations, because they help what you’re saying resonate in your audience’s mind without pulling their attention from your spoken words. Look for photos that (1) speak strongly to the concept you’re talking about and (2) aren’t compositionally complex. Your photo could be a metaphor or something more literal, but it should be clear why the audience is looking at it, and why it’s paired with what you’re saying. Below is an example of a photo I used in a deck to talk about the launch of the new TED.com. The point I was making was that a launch isn’t the end of a project—it’s the beginning of something new.

newbeginning-1

  • I found this tip to be eye-opening for me because I tend to be more literal in my presentations, so it was interesting to see how Aaron Weyenberg uses images to represent more tactical elements. For example, I am currently working on a deck outlining the new features of the upcoming relaunch of CNN.com, and instead of opening the presentation with an image from the new site, I’m planning on using a photo that represents the essence of the redesign and the impact it will have on the user.

6. Go easy on the effects and transitions.

7.  Use masking to direct attention in images.

If you want to point something out in a photo, you could use a big arrow. Or you could do what I call a dupe-and-mask. I do this a lot when showing new page designs, particularly when I don’t want the audience to see the whole design until I’m finished talking about individual components of it. Here’s the original image:

mask-11

Here’s the process for masking it. (1) Set the image transparency to something less than 100. (2) Duplicate that image so there is one directly over the top of the other. (3) Set the dup’d image transparency back to 100. and (4) Follow the technique here to mask the dup’d image. You’ll end up with something that looks like this:

mask-31

  • I am often faced with this problem since my work is primarily focused on CNN.com, so many of my presentations include screenshots of our website. The tip above is a really great way to still show the site, but hone in on an area in a very interesting way.

8. Try panning large images.
9. For video, don’t use autoplay.
10. Reproduce simple charts and graphs.

Here’s the link to the full article where you can get the details on each tip.