Monday, February 23, 2015

consulting for context

Upcoming workshops: Details have been set for my Chicago public workshop - it will be on 3/23 and you can register here. I'm offering a full day workshop in London as a pre-conference session ahead of Tucana Global's People Analytics conference in April (it can be registered for separately from the conference and content will be made relevant to non-HR as well), details here. I'm also in the planning stages of a public workshop in Dallas in early May - to be notified when it is scheduled or suggest/volunteer a venue, click here.

Speaking of workshops, I've conducted a lot of them over the past three weeks. It takes nearly all of my fingers to count them. I've packed so many into a small time period that I've started to observe some interesting patterns across them. I'll tell you about one such pattern today.

I tend to begin each workshop by asking attendees to do something that I think may make some people feel uncomfortable: take whatever electronic devices are within their reach and place them slightly out of reach. (There is little that is more distracting in a shared learning environment than someone typing on their laptop or texting on their phone!) 

Still, somehow, people end up with phones in their hands.

To my amusement, however, for the most part they don't appear to be using their phones to check their email or update their Facebook status, but rather to snap a quick pic of the slide I'm discussing. This is one use of an electronic device in my workshops that I might be willing to condone! The pattern I referred to earlier is that it seems to be the same handful of slides that prompt said picture-taking. I believe this is an indication of the usefulness of the content, so thought I'd share some of that content with you here.

One popular slide is about consulting for context and lists the following thought-starters:
  • What background information is relevant/essential?
  • Who is your audience? What do you know about them?
  • What biases does your audience have that might make them resistant to your message?
  • What data is available that would help strengthen your case? Is your audience familiar with this data, or is it new?
  • What would a successful outcome look like?
  • If you only had one minute or a single sentence to tell your audience what they need to know, what would you say?
My voice-over of this slide usually sounds something like the following. Often, when you are putting together a communication, it is at the request of someone else: a client, a stakeholder, or a manager. Sometimes, the person requesting the work has things in their head that are important to understand that they may not think to say out loud. The above are some questions you can use when that's the case, to try to tease the full context out of the person requesting to make sure you have a robust understanding of the need to communicate before you start building the actual communication. Being clear on the context up front can drastically reduce iterations down the road.

I find the last two questions in particular can be really useful for getting at the main message you want to communicate. I often use these when I'm working with clients to get clarity on what they want to say. What would a successful outcome look like? Or, if you had a really finite amount of time or number of words to say what you need to say: what would that sound like?

I use this to set up the concepts that are typically covered next (that I've blogged about here previously): the 3-minute story and Big Idea.

Interested in other parts of my workshops that are prompting people to photograph what they see? Stay tuned here and I'll highlight some others in upcoming posts!

Wednesday, January 14, 2015

Jon and I chat about non-zero baselines

Earlier this week, I got a rare chance to chat in person with my friend Jon Schwabish (policyviz.com) who was in town for a quick trip. We recorded a short chat on a topic that's been generating some buzz in the data viz world lately: non-zero baselines (which I've previously blogged about here and here) and whether it is ever ok to start the y-axis of your graph at a value other than zero.

Check out the following to hear our chat. Leave a comment here or on Twitter (me | Jon) to join in the conversation!



A couple visuals we referenced while talking:

The graphs we had up on Jon's computer as we were chatting
From Drew Skau's recent Visual.ly blog post

Thursday, January 8, 2015

what you can expect in 2015

I just pulled up my blog and noticed that my last post was published on October 31st. Exactly 69 days ago. Or, in other words, long than I've ever gone without posting. Yikes. It's not that I haven't been writing. I've actually been writing a lot. But we'll get to that in a moment. With this post, I'm officially ending my blog silence and letting you know about some exciting things I expect to happen in 2015.

In addition to posting here on a more regular basis, I'll be spending my time on a mix of public workshops, custom workshops, and may even be appearing on a bookshelf near you. Here's some detail on each of these areas:

PUBLIC WORKSHOPS
I plan to offer a number of public workshops this year, where individuals can register and attend. Workshops have already been scheduled in San Francisco, Seattle, and London, and I expect to add more in Chicago and on the East Coast in 2015. State-side, these are 3-hour sessions that provide an overview of data visualization theory and best practices, with a focus on practical application of lessons learned for telling a compelling story with data. In London, I'll be conducting a full-day session on the same topic (this is being offered as a pre-conference workshop ahead of Tucana Global's People Analytics conference, but will be relevant for non-HR folks, too). Details and registration for upcoming public workshops can be found here.

CUSTOM WORKSHOPS
I'll also continue to provide custom workshops to organizations. These are typically half-day sessions that arm participants with a solid foundation for communicating with data, with hands-on practice applying the lessons learned to the team's specific work. More information on these sessions can be found here.

storytelling with data: THE BOOK
Most exciting for me is a project I've been working on (one of the reasons posts here have been few and far between lately) that is nearing completion: storytelling with data the book. I have codified the lessons I teach in my workshops and am excited to offer them alongside many real world examples in a comprehensive reading. I'm nearly finished writing and if everything stays on track, it should be available for purchase later this year. Stay tuned here for the latest.

I'm looking forward to a great 2015 and I hope yours is off to a fantastic start!