Presenting Data Visually PLAYBOOK by streefland

Presenting Data Visually™

PLAYBOOK

Data wrapped in a well-crafted story is unstoppable.

Data will supercharge your story with insights. Every day, data drives business-crucial decisions. Data provides crucial evidence to support your ideas. When presented well, it illuminates your points. But when presented poorly, data can create confusion, leading people to misinterpret your message and stall decision making. Our data visualization workshop was built from the ground up to help storytellers transform their data findings into visually compelling insights that get remembered. Think of the workshop as a master class in leveraging the tools and design shortcuts that Office and Google Slides has to offer. The added bonus? Participants will receive a customized grab-and-go slide library of charts already designed in your brand’s template. Our three workshops are designed to work together, with each layering essential skills and storytelling techniques that address the most common business scenarios we face today, including virtual and hybrid meetings that have become the new normal. We believe with some simple guidance everyone can be a great business storyteller. We look forward to showing you how!

Crafting Strategic Visual Stories

Influencing with Visuals

With demonstration and hands on practice, we show you how to use storytelling to turn ideas into memorable and motivating narratives.

Take your storytelling to the next level by learning how to organize your ideas into visual messages that are memorable and easy to digest.

The brain science behind the power of storytelling

Developing a visual slide strategy

4 basic principles of design

Presenting Data Visually This workshop delivers powerful, easy to apply techniques that help teams transform their data analysis into insights that drive actionable recommendations. ü

Applying a data visualization strategy

Walking in your audience’s shoes

Learn how to connect the Why, What, and How of your story.

Displaying information visually

Enhanced tools, including a customized slide library

Using design elements (color, size, shape)

Minimizing clutter and “noise”

Developing your BIG Idea

Enhanced tools, including a customized slide library

Storytelling Learning Journey We recommend learners take CSVS first to provide a storytelling foundation to IWV and PDV. For those that take the journey out of sequence, we suggest taking CSVS and reading our book Everyday Business Storytelling within 3-6 months of the initial workshop.

Presenting Data Visually™

Course at-a-glance In-Person Virtual On-Demand

Learning Best Practices Participant Expectations Timing, Scheduling, Follow-Ups

Learning Objectives Transform data into actionable recommendations Your team will learn to tell the story behind their numbers by distilling insights into clear, meaningful messages.

Think like a designer, without being one Participants will discover simple design principles to highlight key information, make data easy to interpret, and ultimately accelerate decision-making

Cut through the “noise” Turn piles of data into easy-to-scan visual narratives, including receiving a custom, branded “grab and go” Visual Data Slide Library—as well as PowerPoint, Excel, and Google Slides tips and tricks—to save your team hours when developing presentations

All participants of Presenting Data Visually who complete the workshop receive a Certified Data Communicator badge that can be shared on professional networking channels and social media.

Presenting Data Visually™

COURSE AT-A-GLANCE

Presenting Data Visually™

All workshop participants receive:

In-Person Live Instruction

Conceptual Guide Workshop participants will use this booklet in class, along with TPC’s custom grab-and-go visual slide library, to transform their insights, data and recommendations into compelling, audience-centric stories.

Visual Slide Library Participants receive a grab-and-go slide library customized to your brand to help jumpstart their thinking, including pre-built Excel data charts and detailed instructions on how to edit the slides and switch out photos, etc.

Practical Guide Learners receive a guide with over 100 pages of step-by-step pro-tips and instructions on how to work efficiently in PowerPoint or Google Slides to expertly to transform data into visual stories.

Software Quick Access Toolbar Customized toolbar containing shortcut commands to save time when working in Excel and PowerPoint.

Creating a Culture of Storytelling™ Protect your training investment with our Creating a Culture of Storytelling™ workbook that provides tips and best-practices for managers and peers to help instill TPC’s story development process into the team culture with success and long-lasting results!

Presenting Data Visually™ Agenda for in-person live instruction

Good vs. bad data visualization Welcome and housekeeping 9:00 AM – 9:35 AM

Good vs. bad data visualization Team exercise: What’s wrong with this slide? Team report-outs

What your audience needs Who is your audience? Understanding the executive mindset 9:35 AM – 10:15 AM

10:15 AM – 10:25 AM

What executives want to see

Answer: What do you want me to KNOW or DO? Show it, don’t tell it Create a dialogue, not a monologue

Break (10 min)

Your data visualization strategy 10:25 AM – 10:40 AM

Summarize your data story

10:40 AM – 11:20 AM

Highlight your key data insights

Headings vs. headlines Practice: Write an active headline Choose the right chart type Accentuate with callouts Before and after case study De-clutter, abbreviate, be consistent

11:20 AM – 11:40 AM

Minimize the noise

Before and after case study Review your corporate brand standards for data visualization Photos

11:40 AM – 12:15 PM

Think outside the chart

Diagrams Text Video Introducing the Visual Slide Library

12:15 PM – 1:00 PM

Lunch (45 min)

Presenting Data Visually™ Agenda for in-person live instruction

Hands-on application Use your Quick Access Toolbar

Leverage your charting toolkit

Tour the slide library (100+ layouts) Review your brand’s PowerPoint color palette and import to Excel

1:00 PM – 2:30 PM Build charts and tables efficiently Adding callouts 2:30 PM – 2:40 PM

Leverage your data source for efficient charts and tables De-clutter, abbreviate, be consistent Use chart templates Use color, size, and shapes to accentuate your data insights

Break (10 min)

Presentation lab: Develop your data visualization strategy 2:40 PM – 3:25 PM

Option 1: Transform your own data-heavy slide(s) Option 2: Transform a data-heavy slide provided to you

3:25 PM – 3:35 PM 3:35 PM – 4:50 PM

Break (10 min) Individual and/or team report outs: Present your data visualization strategy

Peer and instructor coaching, critique, and final assessment

Your data resources and tools

4:50 PM – 5:00 PM

Leverage the visual slide library, an existing presentation, or build from scratch

Final thoughts

Key takeaways How to keep in touch

Workshop survey Program ends at or before 5:00 PM

Presenting Data Visually™ Agenda for virtual live instruction

Module 1: Welcome and housekeeping Good vs. bad data visualization

Good vs. bad data visualization Team exercise: What’s wrong with this slide? Team report-outs Who is your audience?

What your audience needs

Understanding the executive mindset What executives want to see Summarize your data story Highlight your key data insights

Answer: What do you want me to KNOW or DO? Show it, don’t tell it Create a dialogue, not a monologue Headings vs. headlines Practice: Write an active headline Choose the right chart type Accentuate with callouts Before and after case study

Break (10 min) at halfway point Your data visualization strategy

De-clutter, abbreviate, be consistent

Minimize the noise

Before and after case study Review your corporate brand standards for data visualization Photos Diagrams

Think outside the chart

Text Video Introducing the Data Visualization Library

2.5 hours

Wrap up

Module 2:

Hands-on application

Introducing the visual slide library

Tour the slide library (100+ layouts)

Your charting color palette

Review your brand’s PowerPoint color palette

Building charts efficiently

Customize layouts to map to your content

Import your brand color palette to Excel and other tools Leverage your data source for efficient charting De-clutter, abbreviate, be consistent Use chart templates

Presenting Data Visually™ Agenda for virtual live instruction

Module 2 (continued): Hands-on Application (cont.)

Adding callouts

2.5 hours

Wrap up

Use color, size, and shapes to accentuate your data insights

Preview homework assignment: Develop your data visualization strategy

Homework will take approximately :30 minutes. Participants will be workin g on their actual day-to-day presentations.

Module 3: Individual and/or team report outs: Present your data visualization strategy Peer/instructor coaching, and feedback on your homework

Your data visualization strategy (cont.)

Break (10 min) at halfway point Report outs (cont.) Your visual resources and tools

Final thoughts

Key takeaways How to keep in touch

2.5 hours

Wrap up

Presenting Data Visually™ Agenda for on-demand w/cohort instruction Use this cheat sheet for a Program Manager at your organization to successfully deploy TPC’s Presenting Data Visually (PDV) on-demand cohort course in the NovoEd platform. When?

What is the Program Manager doing?

Pre-course activity 6 to 8 weeks • Generate “buzz” to recruit before learners by sending out a course ‘welcome message’ with link begins to a short welcome video and course syllabus so learners can self-educate and sign up if interested • Note: To save time, TPC has created a sample ‘welcome message’ and welcome video that you can leverage and personalize to enhance your promotional efforts • You can use your preferred communication channel to reach your audience (email, internal LMS, groups, etc.) • We recommend sending promotions to an audience roughly twice the cohort size (e.g. for a cohort of 30, advertise to ~60 people)

4 weeks before course begins

10 days before course begins

2 days before course (Thur)

• If a custom executive sponsor video has been agreed in advance to be incorporated into the learning journey, send .mp4 video file to TPC • Share the roster (names and email addresses) with your TPC main contact

• Adjust roster with any last- minute additions or changes and share with TPC • Note: After the course begins, learners may not be substituted

What is TPC’s Learning Community Manager doing?

What auto-generated messages are going out from the NovoEd tool?

• Receive a ‘welcome message’ from the program manager and watch a short welcome video • Check their schedules against the course start and end dates • Review expectations of the course via the syllabus to determine if they are available and can set aside time to complete the course over the 10-day active learning journey (4 to 6 hours on average) • Sign up for the course (via internal LMS) if interested

n/a

• Upload custom executive sponsor video into the NovoEd course with customized messaging on the course lecture page

n/a

• Get ready and block their schedules for an amazing learning experience! • Select a real-world data visualization to work on during the course

n/a

What are learners doing?

n/a

• Send “what to expect” email via Outlook to welcome the cohort and share how to get the most from the course (including planning their time and key “to- dos” via the course syllabus)

n/a

Presenting Data Visually™ Agenda for on-demand w/cohort instruction

When?

What is the Program Manager doing?

What are learners doing?

What is TPC’s Learning Community Manager doing?

What auto-generated messages are going out from the NovoEd tool?

Live-course activity Day 1 (Mon)

n/a

• Receive log in information from NovoEd •

Day 2 (Tues)

n/a

Day 3 (Wed)

n/a

• •

•

• Import roster into NovoEd • Welcome learners in the group discussions (e.g., Introductions, Challenges, Set up their profile in NovoEd Insights etc.) Introduce themselves in chat • Respond to individual emails Watch videos and work as needed (continue through assignments and throughout course) activities in modules 1 • Send “nudge” email through and 2 Outlook to get inactive Participate in learners to login group • Continue to welcome learners in discussions discussions Watch videos and work through assignments and activities in

• NovoEd automatically assigns unique passwords and provides directions to update

• Way to go! And come back to give feedback to your peers • Goes to anyone who has x00 points, likely from day 3 onwards

module 3 • Download a Charting Toolkit, Conceptual Guide, Visual Slide Library and Practical Guide • Set up a Quick Access Toolbar (QAT) • Apply a charting color palette • Begin watching how-to videos in module 5

Day 4 (Thur)

• Optional: Encourage inactive learners to get started and log in to the course

• Participate in group discussions • Unenroll learners who have not logged into the course by day 5

• Continue to moderate discussions and assignments

Day 5 (Fri)

Weekend

n/a

• Optional: Watch videos and consume the class on a weekend while they can squeeze it in

Day 6 (Mon)

n/a

• Last day for “stragglers” to login, set up profile, introduce themselves in chat

n/a

• Continue to moderate in discussions and assignments

• Your data visualization journey continues! (Goes to everyone Sunday before week 2 begins) n/a

The Presentation Company helps talented businesspeople at all levels, bring clarity and meaning to their ideas and influence decisions through storytelling.