Dataviz for Philanthropists: How to Communicate Better with Charts

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Excerpt from a presentation for the Emerging Practitioners in Philanthropy
by Ann K. Emery
January 30, 2014
Washington, DC

Memos and metrics, emails and texts, newsletters and reports: Is your organization suffering from information overload? We consume 34 gigabytes, or 100,500 words, of information every day. Our brains are overwhelmed and struggling to keep up.

Data visualization–or dataviz–is one of the strongest weapons against information overload. Colorful diagrams, well-designed charts, and engaging infographics are easy to digest and fun to share. Dataviz can get your colleagues to pay attention to your organization’s most important data. Dataviz can captivate and catalyze your supporters. And dataviz can improve your communication power with pretty much every audience you’re hoping to inform or sway. So get started!

On January 30, 2014, Innovation Network’s Ann Emery led a presentation for the Emerging Practitioners in Philanthropy titled “Dataviz for Philanthropists: How to Communicate Better with Charts.” She started by setting the stage: What is dataviz? Why do our brains crave images over text? We also discussed how you can use charts to communicate information better during your Board meetings; in your annual reports, newsletters, and mailings; and through your group’s social media channels. Next, Ann shared simple strategies for improving any chart–like reducing clutter, adding a Twitter-like headline, and using colors to emphasize your most important points.

Published in: Technology, Spiritual

Dataviz for Philanthropists: How to Communicate Better with Charts

  1. 1. Dataviz for Philanthropists Ann K. Emery Innovation Network
  2. 2. 4
  3. 3. 15 hours
  4. 4. Introduce yourself!
  5. 5. Why dataviz? Chart Checklist Am I doing it right? Which chart is right for me? Adapting for different modes Resources Try it yourself
  6. 6. Why Dataviz?
  7. 7. Information overload!
  8. 8. We’re forgetful
  9. 9. We’re forgetful
  10. 10. We’re forgetful After 20 minutes: Remember 58% Forget 42% After 1 month: Remember 21% Forget 79%
  11. 11. Pictures to the rescue!
  12. 12. Reports and memos
  13. 13. 1 Reports and memos
  14. 14. Reports and memos
  15. 15. Handouts
  16. 16. Dashboards
  17. 17. 1 Social Media
  18. 18. Infographics
  19. 19. Chart Checklist
  20. 20. Chart Checklist 1 2 3 4 5 Select your story Reduce the clutter Directly label Emphasize key findings with color Summarize your story in the headline
  21. 21. 1 Anatomy of a Chart Number of Youth Served by Year 500 450 400 350 300 250 Number of Youth Served 200 150 100 50 0 '07 '08 '09 '10 '11 '12
  22. 22. 1 Anatomy of a Chart Number of Youth Served by Year 500 450 400 350 300 250 Number of Youth Served 200 150 100 50 0 '07 '08 '09 '10 '11 '12
  23. 23. Before After
  24. 24. 1 1 Select your story Choose 1 finding (of many possible options) to highlight Number of Youth Served by Year 500 450 400 350 300 250 Number of Youth Served 200 150 100 50 0 '07 '08 '09 '10 '11 '12
  25. 25. 1 1 Select your story Choose 1 finding (of many possible options) to highlight Number of Youth Served by Year 500 450 400 350 300 250 Number of Youth Served 200 150 100 50 0 '07 '08 '09 '10 '11 '12
  26. 26. 1 2 Reduce the clutter Remove or reduce the border, grid lines, and tick marks Number of Youth Served by Year 500 450 400 350 300 250 Number of Youth Served 200 150 100 50 0 '07 '08 '09 '10 '11 '12
  27. 27. 1 2 Reduce the clutter Remove or reduce the border, grid lines, and tick marks Number of Youth Served by Year 500 450 400 350 300 250 Number of Youth Served 200 150 100 50 0 '07 '08 '09 '10 '11 '12
  28. 28. 1 2 Reduce the clutter Remove or reduce the border, grid lines, and tick marks Number of Youth Served by Year 500 450 400 350 300 250 Number of Youth Served 200 150 100 50 0 '07 '08 '09 '10 '11 '12
  29. 29. 1 2 Reduce the clutter Remove or reduce the border, grid lines, and tick marks Number of Youth Served by Year Number of Youth Served '07 '08 '09 '10 '11 '12
  30. 30. 1 2 Reduce the clutter Remove or reduce the border, grid lines, and tick marks Number of Youth Served by Year Number of Youth Served '07 '08 '09 '10 '11 '12
  31. 31. 1 2 Reduce the clutter Remove or reduce the border, grid lines, and tick marks Number of Youth Served by Year Number of Youth Served '07 '08 '09 '10 '11 '12
  32. 32. 1 3 Directly label Lose the legend—place details right next to the data Number of Youth Served by Year Number of Youth Served '07 '08 '09 '10 '11 '12
  33. 33. 1 3 Directly label Lose the legend—place details right next to the data Number of Youth Served by Year '07 '08 '09 '10 '11 '12
  34. 34. 1 3 Directly label Lose the legend—place details right next to the data Number of Youth Served by Year 450 410 416 '09 '10 470 278 202 '07 '08 '11 '12
  35. 35. 1 3 Directly label Lose the legend—place details right next to the data Number of Youth Served by Year 450 410 416 '09 '10 470 278 202 '07 '08 '11 '12
  36. 36. 1 3 Directly label Lose the legend—place details right next to the data Number of Youth Served by Year 410 416 '09 '10 450 470 '11 '12 278 202 '07 '08
  37. 37. 1 3 Directly label Lose the legend—place details right next to the data Number of Youth Served by Year 410 416 '09 '10 450 470 '11 '12 278 202 '07 '08
  38. 38. 1 4 Emphasize key findings with color Guide the reader’s eye with your action color Number of Youth Served by Year 410 416 '09 '10 450 470 '11 '12 278 202 '07 '08
  39. 39. 1 4 Emphasize key findings with color Guide the reader’s eye with your action color Number of Youth Served by Year 410 416 '09 '10 450 470 '11 '12 278 202 '07 '08
  40. 40. 1 4 Emphasize key findings with color Guide the reader’s eye with your action color Number of Youth Served by Year 410 416 '09 '10 450 470 '11 '12 278 202 '07 '08
  41. 41. 1 4 Emphasize key findings with color Guide the reader’s eye with your action color Number of Youth Served by Year 410 416 '09 '10 450 470 '11 '12 278 202 '07 '08
  42. 42. 1 4 Emphasize key findings with color Guide the reader’s eye with your action color Number of Youth Served by Year 410 416 '09 '10 450 470 '11 '12 278 202 '07 '08
  43. 43. 1 4 Emphasize key findings with color Guide the reader’s eye with your action color Number of Youth Served by Year 410 416 '09 '10 450 470 '11 '12 278 202 '07 '08
  44. 44. 1 4 Emphasize key findings with color Guide the reader’s eye with your action color Number of Youth Served by Year 410 416 '09 '10 450 470 '11 '12 278 202 '07 '08
  45. 45. 1 4 Emphasize key findings with color Guide the reader’s eye with your action color Number of Youth Served by Year 410 416 '09 '10 450 470 '11 '12 278 202 '07 '08
  46. 46. 1 5 Summarize your story in the headline Add captions or annotations when more details are needed Number of Youth Served by Year 410 416 '09 '10 450 470 '11 '12 278 202 '07 '08
  47. 47. 1 5 Summarize your story in the headline Add captions or annotations when more details are needed Number of Youth Served by Year 410 416 '09 '10 450 470 '11 '12 278 202 '07 '08
  48. 48. 1 5 Summarize your story in the headline Add captions or annotations when more details are needed 410 416 '09 '10 450 470 '11 '12 278 202 '07 '08
  49. 49. 1 5 Summarize your story in the headline Add captions or annotations when more details are needed ABC Nonprofit has more than doubled its services 410 416 '09 '10 450 470 '11 '12 278 202 '07 '08
  50. 50. 1 5 Summarize your story in the headline Add captions or annotations when more details are needed ABC Nonprofit has more than doubled its services Just six years after opening its doors, ABC Nonprofit is serving 470 students each year in the community—more than double the number of students they helped in 2007. 410 416 '09 '10 450 470 '11 '12 278 202 '07 '08
  51. 51. 1 5 Summarize your story in the headline Add captions or annotations when more details are needed ABC Nonprofit has more than doubled its services Just six years after opening its doors, ABC Nonprofit is serving 470 students each year in the community—more than double the number of students they helped in 2007. Number of youth served by year, 2007-2012 410 416 '09 '10 450 470 '11 '12 278 202 '07 '08
  52. 52. 1 5 Summarize your story in the headline Add captions or annotations when more details are needed ABC Nonprofit has more than doubled its services Just six years after opening its doors, ABC Nonprofit is serving 470 students each year in the community—more than double the number of students they helped in 2007. Number of youth served by year, 2007-2012 410 416 '09 '10 450 470 kids helped in 2012 '11 '12 278 202 '07 '08
  53. 53. Before After
  54. 54. Before After
  55. 55. 1 Select your story Choose 1 finding (of many possible options) to highlight # of publications/presentations 30 25 20 Newsletters 15 Papers Blog Posts Conference Presentations 10 5 0 2009 2010 2011 2012
  56. 56. 1 Select your story Choose 1 finding (of many possible options) to highlight # of publications/presentations 30 25 20 Newsletters 15 Papers Blog Posts Conference Presentations 10 5 0 2009 2010 2011 2012
  57. 57. 2 Reduce the clutter Remove or reduce the border, grid lines, and tick marks # of publications/presentations 30 25 20 Newsletters 15 Papers Blog Posts Conference Presentations 10 5 0 2009 2010 2011 2012
  58. 58. 2 Reduce the clutter Remove or reduce the border, grid lines, and tick marks # of publications/presentations 30 25 20 Newsletters 15 Papers Blog Posts Conference Presentations 10 5 0 2009 2010 2011 2012
  59. 59. 2 Reduce the clutter Remove or reduce the border, grid lines, and tick marks # of publications/presentations Newsletters Papers Blog Posts Conference Presentations 2009 2010 2011 2012
  60. 60. 2 Reduce the clutter Remove or reduce the border, grid lines, and tick marks # of publications/presentations Newsletters Papers Blog Posts Conference Presentations
  61. 61. 3 Directly label Lose the legend—place details right next to the data # of publications/presentations Newsletters Papers Blog Posts Conference Presentations
  62. 62. 3 Directly label Lose the legend—place details right next to the data # of publications/presentations
  63. 63. 3 Directly label Lose the legend—place details right next to the data # of publications/presentations Blog posts Newsletters Presentations Papers
  64. 64. 3 Directly label Lose the legend—place details right next to the data # of publications/presentations 24 24 24 Blog posts 18 12 6 4 2 8 6 12 9 Newsletters 8 Presentations 4 4 Papers
  65. 65. 3 Directly label Lose the legend—place details right next to the data # of publications/presentations 24 24 12 Blog posts Newsletters 8 6 4 2 Presentations 4 Papers
  66. 66. 4 Emphasize key findings with color Guide the reader’s eye with your action color # of publications/presentations 24 24 12 Blog posts Newsletters 8 6 4 2 Presentations 4 Papers
  67. 67. 4 Emphasize key findings with color Guide the reader’s eye with your action color # of publications/presentations 24 24 12 Blog posts Newsletters 8 6 4 2 Presentations 4 Papers
  68. 68. 4 Emphasize key findings with color Guide the reader’s eye with your action color # of publications/presentations 24 24 12 Blog posts Newsletters 8 6 4 2 Presentations 4 Papers
  69. 69. 4 Emphasize key findings with color Guide the reader’s eye with your action color # of publications/presentations 24 24 12 Blog posts Newsletters 8 6 4 2 Presentations 4 Papers
  70. 70. 4 Emphasize key findings with color Guide the reader’s eye with your action color # of publications/presentations 24 24 12 Blog posts Newsletters 8 6 4 2 Presentations 4 Papers
  71. 71. 4 Emphasize key findings with color Guide the reader’s eye with your action color # of publications/presentations 24 24 Blog posts 12 8 6 4 2 Newsletters Presentations 4 Papers
  72. 72. 4 Emphasize key findings with color Guide the reader’s eye with your action color # of publications/presentations 24 2013 24 Blog posts 12 Newsletters 8 Presentations 6 4 2009 2 Blog posts 4 Papers
  73. 73. 5 Summarize your story in the headline Add a caption and annotations when more details are needed # of publications/presentations 24 2013 24 Blog posts 12 Newsletters 8 Presentations 6 4 2009 2 Blog posts 4 Papers
  74. 74. 5 Summarize your story in the headline Add a caption and annotations when more details are needed 24 2013 24 Blog posts 12 Newsletters 8 Presentations 6 4 2009 2 Blog posts 4 Papers
  75. 75. 5 Summarize your story in the headline Add a caption and annotations when more details are needed 24 2013 24 Blog posts 12 Newsletters 8 Presentations 6 4 2009 2 Blog posts 4 Papers
  76. 76. 5 Summarize your story in the headline Add a caption and annotations when more details are needed Our communications strategy now focuses on blogging 24 2013 24 Blog posts 12 Newsletters 8 Presentations 6 4 2009 2 Blog posts 4 Papers
  77. 77. 5 Summarize your story in the headline Add a caption and annotations when more details are needed Our communications strategy now focuses on blogging Our readers are more receptive to social modes like blogging than passive modes like newsletters. Since 2009, we’ve produced half as many newsletters and put that content and energy into blogging. 24 2013 24 Blog posts 12 Newsletters 8 Presentations 6 4 2009 2 Blog posts 4 Papers
  78. 78. Before After
  79. 79. Am I doing it right? Two Tests
  80. 80. The Squint Test
  81. 81. The Squint Test
  82. 82. The Significant Other Test
  83. 83. The Significant Other Test
  84. 84. The Significant Other Test What does this chart mean to you?
  85. 85. The Significant Other Test No f---king clue.
  86. 86. The Significant Other Test [grrrrrrrrr]
  87. 87. The Significant Other Test I know! I’ll use my Chart Checklist!!
  88. 88. The Significant Other Test What does this chart mean to you?
  89. 89. The Significant Other Test The nonprofit is serving twice as many kids now compared to when they first opened!
  90. 90. Which chart is right for me? New-ish examples
  91. 91. Sketch all the charts you’re familiar with
  92. 92. 100 80 60 40 20 0 0 20 40 60 80 100 0 20 40 60
  93. 93. Clustered Bar Charts For two comparisons at once Coalition Members' Ratings Coalition A Coalition B Basic Functioning and Structure 93% 70% Ability to Learn from the Community 90% 59% Ability to Develop Allies and Partnerships 88% 50% Ability to Cultivate and Develop Champions 83% 47% Coalition Leadership 80% 47% Reputation and Visibility 64% 39% Sustainability 59% 39% Overall 80% 50%
  94. 94. Clustered Bar Charts For two comparisons at once Basic Functioning and Structure Ability to Learn from the Community Ability to Develop Allies and Partnerships Ability to Cultivate and Develop Champions Coalition A Coalition Leadership Coalition B Reputation and Visibility Sustainability Overall 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
  95. 95. Clustered Bar Charts For two comparisons at once Basic Functioning and Structure Ability to Learn from the Community Ability to Develop Allies and Partnerships Ability to Cultivate and Develop Champions Coalition A Coalition Leadership Coalition B Reputation and Visibility Sustainability Overall 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
  96. 96. Clustered Bar Charts For two comparisons at once Basic Functioning and Structure Ability to Learn from the Community Ability to Develop Allies and Partnerships Ability to Cultivate and Develop Champions Coalition A Coalition Leadership Coalition B Reputation and Visibility Sustainability Overall 0% 20% 40% 60% 80% 100%
  97. 97. Clustered Bar Charts For two comparisons at once Basic Functioning and Structure Ability to Learn from the Community Ability to Develop Allies and Partnerships Ability to Cultivate and Develop Champions Coalition A Coalition B Coalition Leadership Reputation and Visibility Sustainability Overall
  98. 98. Clustered Bar Charts For two comparisons at once Basic Functioning and Structure Ability to Learn from the Community Ability to Develop Allies and Partnerships Ability to Cultivate and Develop Champions Coalition A Coalition B Coalition Leadership Reputation and Visibility Sustainability Overall
  99. 99. Clustered Bar Charts For two comparisons at once Basic Functioning and Structure Ability to Learn from the Community Ability to Develop Allies and Partnerships Ability to Cultivate and Develop Champions Coalition A Coalition B Coalition Leadership Reputation and Visibility Sustainability Overall
  100. 100. Clustered Bar Charts For two comparisons at once 93% Basic Functioning and Structure 70% 90% Ability to Learn from the Community 59% 88% Ability to Develop Allies and Partnerships 50% 83% Ability to Cultivate and Develop Champions 47% 80% Coalition Leadership Reputation and Visibility Sustainability Overall Coalition A 47% 64% 39% 59% 39% 80% 50% Coalition B
  101. 101. Clustered Bar Charts For two comparisons at once Basic Functioning and Structure Coalition A Coalition B 93% 70% 90% Ability to Learn from the Community 59% 88% Ability to Develop Allies and Partnerships 50% 83% Ability to Cultivate and Develop Champions 47% 80% Coalition Leadership Reputation and Visibility Sustainability Overall Coalition A 47% 64% 39% 59% 39% 80% 50% Coalition B
  102. 102. Clustered Bar Charts For two comparisons at once Basic Functioning and Structure Coalition A Coalition B Ability to Learn from the Community Coalition Leadership 88% 50% 83% 47% Coalition A 80% 47% Reputation and Visibility Sustainability 64% 39% 39% Overall 90% 59% Ability to Develop Allies and Partnerships Ability to Cultivate and Develop Champions 93% 70% 59% 50% 80% Coalition B
  103. 103. Clustered Bar Charts For two comparisons at once Basic Functioning and Structure Coalition A Coalition B 93% 70% 90% Ability to Learn from the Community 59% 88% Ability to Develop Allies and Partnerships Ability to Cultivate and Develop Champions Coalition Leadership Reputation and Visibility Sustainability Overall 50% 83% 47% Coalition A 80% 47% 64% 39% 59% 39% 80% 50% Coalition B
  104. 104. Clustered Bar Charts For two comparisons at once Basic Functioning and Structure Coalition A Coalition B 93% 70% 90% Ability to Learn from the Community 59% 88% Ability to Develop Allies and Partnerships Ability to Cultivate and Develop Champions Coalition Leadership Reputation and Visibility Sustainability Overall 50% 83% 47% Coalition A 80% 47% 64% 39% 59% 39% 80% 50% Coalition B
  105. 105. Clustered Bar Charts For two comparisons at once Basic Functioning and Structure Coalition A Coalition B 93% 70% 90% Ability to Learn from the Community 59% 88% Ability to Develop Allies and Partnerships 50% 83% Ability to Cultivate and Develop Champions 47% 80% Coalition Leadership Reputation and Visibility Sustainability Overall Coalition A 47% 64% 39% 59% 39% 80% 50% Coalition B
  106. 106. Clustered Bar Charts For two comparisons at once Coalition A is doing better than Coalition B Basic Functioning and Structure Coalition A Coalition B 93% 70% 90% Ability to Learn from the Community 59% 88% Ability to Develop Allies and Partnerships 50% 83% Ability to Cultivate and Develop Champions 47% 80% Coalition Leadership Reputation and Visibility Sustainability Overall Coalition A 47% 64% 39% 59% 39% 80% 50% Coalition B
  107. 107. Clustered Bar Charts For two comparisons at once Coalition A is doing better than Coalition B Across all seven sections of the Coalition Assessment Tool, Coalition A scored higher than Coalition B. How can the technical assistance providers strengthen Coalition B? Basic Functioning and Structure Coalition A Coalition B 93% 70% 90% Ability to Learn from the Community 59% 88% Ability to Develop Allies and Partnerships 50% 83% Ability to Cultivate and Develop Champions 47% 80% Coalition Leadership Reputation and Visibility Sustainability Overall Coalition A 47% 64% 39% 59% 39% 80% 50% Coalition B
  108. 108. Before After
  109. 109. Clustered Bar Charts For two comparisons at once Coalition A is doing better than Coalition B Across all seven sections of the Coalition Assessment Tool, Coalition A scored higher than Coalition B. How can the technical assistance providers strengthen Coalition B? Basic Functioning and Structure Coalition A Coalition B 93% 70% 90% Ability to Learn from the Community 59% 88% Ability to Develop Allies and Partnerships 50% 83% Ability to Cultivate and Develop Champions 47% 80% Coalition Leadership Reputation and Visibility Sustainability Overall Coalition A 47% 64% 39% 59% 39% 80% 50% Coalition B
  110. 110. Clustered Bar Charts For two comparisons at once Coalition A is doing better than Coalitions B and C Across all seven sections of the Coalition Assessment Tool, Coalition A scored higher than Coalitions B and C. How can the technical assistance providers strengthen Coalitions B and C? Basic Functioning and Structure Coalition A Coalition B Coalition C Ability to Learn from the Community 59% Ability to Develop Allies and Partnerships 47% Coalition Leadership 55% 39% 33% 80% 64% 39% 38% Sustainability 77% 78% 83% 47% 47% Reputation and Visibility 90% 88% 50% Ability to Cultivate and Develop Champions Overall 93% 70% 68% 59% 50% 80% 60%
  111. 111. Clustered Bar Charts For two comparisons at once Coalition A is doing better than Coalitions B, C, and D Across all seven sections of the Coalition Assessment Tool, Coalition A scored higher than Coalitions B, C, and D. How can the technical assistance providers strengthen Coalitions B, C, and D? Basic Functioning and Structure Coalition A Coalition B Coalition C 57% 90% 59% Ability to Learn from the Community 65% Ability to Cultivate and Develop Champions 47% Coalition Leadership 78% 75% 83% 47% 47% 45% Sustainability Overall 55% 53% 80% 64% 39% 38% 41% Reputation and Visibility 33% 77% 88% 50% Ability to Develop Allies and Partnerships 93% 70% 68% 59% 39% 45% 80% 50% 55% 60%
  112. 112. Side-by-Side Bar Charts For clutter-free comparisons Coalition A is doing better than Coalition B Across all seven sections of the Coalition Assessment Tool, Coalition A scored higher than Coalition B. How can the technical assistance providers strengthen Coalition B? Coalition A (n=32) 93% Basic Functioning and Structure 88% Ability to Develop Allies and Partnerships 83% Ability to Cultivate and Develop… 80% Coalition Leadership Sustainability Overall 70% 90% Ability to Learn from the Community Reputation and Visibility Coalition B (n=29) 64% 59% 50% 47% 47% 39% 59% 39% 80% 50%
  113. 113. Side-by-Side Bar Charts For clutter-free comparisons Coalition A is doing better than Coalitions B and C Across all seven sections of the Coalition Assessment Tool, Coalition A scored higher than Coalitions B and C. How can the technical assistance providers strengthen Coalitions B and C? Coalition A (n=32) Coalition B (n=29) Basic Functioning 90% Allies and Partnerships 88% Champions 83% Coalition Leadership Reputation and Visibility Sustainability Overall 80% 64% 59% 77% 59% 78% 50% 55% 47% 47% 39% 39% 80% 68% 70% 93% Ability to Learn Coalition C (n=34) 50% 47% 38% 33% 60%
  114. 114. Before After Clustered Bar Chart Side-by-Side Bar Chart
  115. 115. Small multiples Lots of charts in one Nonprofits are most likely to collect quantitative data We asked nonprofits what types of data collection practices are used. Quantitative approaches are more common than qualitative practices in organizations of all sizes. Qualitative Practices Quantitative Practices 64% 81% 79% Compiling Statistics Case Studies 87% 51% 63% 18% 28% 43% 50% 49% Small orgs Medium orgs Large orgs 32% 87% Feedback Forms Internal Tracking Forms 24% Focus Groups 76% 13% 65% 38% Interviews Small orgs Medium orgs Large orgs
  116. 116. Small multiples Lots of charts in one
  117. 117. Stacked Bar Charts For categories with a natural order that add up to 100% Attendees said the workshop content was challenging Across all four cohorts, about half of the convening attendees felt the content presented in the workshops was at a higher level than their previous coursework. For example, in Cohort C, 30% strongly agreed and 35% agreed that the content was challenging. Agree Strongly Agree Cohort A (n=98) Cohort B (n=100) Cohort C (n=100) Cohort D (n=100) 22% Neutral 22% 26% 22% 25% 30% 35% Strongly Disagree Disagree 25% 22% 35% 27% 21% 6% 20% 13% 9% 10% 5% 19% 6%
  118. 118. Diverging Stacked Bar Charts To emphasize categories that are polar opposites Constituents were largely satisfied with our programming On our annual satisfaction survey, we asked our constituents to assess our programming. They were generally satisfied—great! For example, 50% strongly agreed and 35% agreed that they would recommend our services to a friend. Strongly Agree I'd recommend your services to a friend. Agree 50% 35% I learned a lot from your programming. 45% The programming exceeded my expectations. 8% 7% 30% 30% Strongly Disagree Strongly Disagree Disagree Disagree 25% 15% 10% 25% 20%
  119. 119. Timelines Show milestones and patterns over time ABC Foundation is a big supporter of immigration reform The ABC Foundation has supported immigration reform through 64 grants over the past 8 years. The start and end date of each grant award is shown below. Core Support Detention and Democracy Project Electronic Policy Network Web Portal Evaluating the Coalition for Comprehensive Immigration Reform Immigrant Rights Responding to Anti-Immigrant Ballot Initiatives General Support Immigration Policy Research and Dissemination Protecting the civil and human rights of new and non-citizens Gulf Coast Recovery and Rebuilding Follow-on Support Strategic Planning Implementation Evaluating the Coalition for Comprehensive Immigration Reform Accessing Immigrant Rights through the Media National Immigrant Justice Center - Follow-on support Protecting the Legal Rights of Immigrants National Convening of Funders We Are America Alliance Action Fund Executive Director Search Wave of Hope Campaign Immigration Policy Center – Planning Grant Multicultural Leadership for Sound Public Policy Elm City ID Card Core Support We Are America Alliance Action Fund Non-partisan Voter Mobilization Four Pillars Campaign for Immigration Reform: Embedded Evaluation Four Pillars Campaign for Immigration Reform - Field and Policy Pillars Four Pillars Campaign for Immigration Reform: Communication Support Strategic and Business Planning Pilot Project: Engaging Latino Voters Enacting Immigration Reform: 2010 Campaign Support Reform Immigration for America Campaign ENTRES NOS: Moms for Family Unity Campaign Immigration: The Changing Face of America Renewal-Cross programme grant RHR & Ageing: Business Plan Implementation Support New Leaders for America Project Immigration, Criminalization, and Parental Rights Immigration Reform: Communication Support Detention, Democracy and Due Process Reform Immigration for America Women Advocates for Women Immigrants Immigrants' Rights Project Core Support Protecting the Rights of Immigrants Turning the Tide Final Core Support Core Support Cuentame: Voter project Interim Immigration Strategy Reform Immigration for America, (RIFA) Interim Immigration Strategy Promise Arizona in Action Training Immigrant Rights Activists Safe Communities Campaign Latino Voting and Immigration Institute United We Dream Action Network Alliance for Citizenship Protecting Immigrant Rights Promise Arizona in Action General Support Alliance for Citizenship Evaluating U.S. Immigration Reform Securing Immigration Reform 2005 2006 2007 2008 2009 2010 2011 2012 2013
  120. 120. Timelines Show milestones and patterns over time
  121. 121. Timelines Circle’s area shows trends over time
  122. 122. Matrices Show patterns on an x-y axis Awareness Outcomes Will Action Most grantees are trying to increase awareness Throughout their advocacy work, grantees sought to build awareness, will, and action among the public, influencers, and decision makers. Community Mobilization 18 Coalition Building Community 21 Organizing Public 10 Media Advocacy Will 36 Campaigns Communications and 3 Messaging 36 Advocacy Capacity Building Leadership 9 Development Voter Demonstration 6 Outreach Programs 1 18 Public Awareness Campaigns 21 Public Education 63 Public Audiences Public Polling 22 Influencer Education 81 Influencers Model Legislation 29 Regulatory Feedback Champion 14 Development 15 Political Will Campaigns 1 Public Forums 27 Policy Analysis/Research 90 Policymaker Education 71 Decision Makers
  123. 123. Matrices Show patterns on an x-y axis
  124. 124. Dot Plots Just like bar charts—but it’s even easier to find patterns 85% 85% 82% 82% 80% 80% 63% 63% 48% 48% 35% 35% 0% 20% 40% 60% 80% 100%
  125. 125. Dot Plots Our eyes are drawn to the end of the “bars.” Just like bar charts—but it’s even easier to find patterns 85% 82% 80% 63% 48% 35% 0% 20% 40% 60% 80% 100%
  126. 126. Dot Plots Our eyes are drawn to the end of the “bars.” Just like bar charts—but it’s even easier to find patterns 85% 82% 80% 63% 48% 35% 0% 20% 40% 60% 80% 100%
  127. 127. Dot Plots Just like bar charts—but it’s even easier to find patterns Before program 85% 82% 80% 63% 48% 35% 0% 20% 40% 60% 80% 100%
  128. 128. Dot Plots Just like bar charts—but it’s even easier to find patterns Before program Grantee A 85% Grantee B 82% Grantee C 80% Grantee D Grantee E Grantee F 0% 20% 63% 48% 35% 40% 60% 80% 100%
  129. 129. Dot Plots Just like bar charts—but it’s even easier to find patterns Before Year 1 program of Grant Grantee A 85% Grantee B 82% Grantee C 80% Grantee D Grantee E Grantee F 0% 20% 63% 48% 35% 40% 60% 80% 100%
  130. 130. Dot Plots Just like bar charts—but it’s even easier to find patterns Before Year 1 program of Grant Some grantees are doing well— but others aren’t Year 1 assessments revealed big differences between the six grantees. Scores ranged from 85% for Grantee A down to just 35% for Grantee F. Grantee A 85% Grantee B 82% Grantee C 80% Grantee D Grantee E Grantee F 0% 20% 63% 48% 35% 40% 60% 80% 100%
  131. 131. Dot Plots Just like bar charts—but it’s even easier to find patterns Year 1 of Grant All six grantees have improved— great! Between the first and second year of the grant, all six of our grantees have shown improvements. Grantee F made the biggest just, increasing from 35% in Year 1 to 55% in Year 2. Grantee A Year 2 of Grant 85% 98% Grantee B 82% Grantee C 80% Grantee D Grantee E Grantee F 0% 20% 35% 40% 63% 48% 96% 92% 76% 63% 55% 60% 80% 100%
  132. 132. Dot Plots Just like bar charts—but it’s even easier to find patterns Year 1 of Grant All six grantees have improved— great! Between the first and second year of the grant, all six of our grantees have shown improvements. Grantee F made the biggest just, increasing from 35% in Year 1 to 55% in Year 2. Grantee A Year 2 of Grant 85% 98% Grantee B 82% Grantee C 80% Grantee D Grantee E Grantee F 0% 20% 35% 40% 63% 48% 96% 92% 76% 63% 55% 60% 80% 100%
  133. 133. Maps Make bulleted lists more interesting 34 states and DC were represented At ABC Foundation’s national convening last month, the attendees represented 34 states and DC. Michigan, Illinois, and Texas were heavily represented, with 91, 47, and 46 attendees each.
  134. 134. Density maps Bigger numbers get darker colors
  135. 135. Density maps Small multiples version allows for 4 comparisons
  136. 136. Social network maps To see relationships between people or organizations
  137. 137. Inspiration and examples thumbsupviz.com
  138. 138. Adapting for different communications modes
  139. 139. Report Live Presentation Master Chart Handout Twitter Twitter
  140. 140. Reports 6-8 word headlines enable skimming
  141. 141. Reports 6-8 word headlines enable skimming
  142. 142. Reports Aim for variety
  143. 143. Reports Aim for variety
  144. 144. Presentations Present one piece at a time
  145. 145. Presentations Present one piece at a time
  146. 146. Presentations Present one piece at a time 15 hours
  147. 147. Presentations Present one piece at a time 15 hours
  148. 148. Presentations Present one piece at a time 15 hours
  149. 149. Presentations Present one piece at a time 15 hours
  150. 150. Presentations Present one piece at a time
  151. 151. Presentations Present one piece at a time Awareness Outcomes Will Action Most grantees are trying to increase awareness Throughout their advocacy work, grantees sought to build awareness, will, and action among the public, influencers, and decision makers. Community Mobilization 18 Coalition Building Community 21 Organizing Public 10 Media Advocacy Will 36 Campaigns Communications and 3 Messaging 36 Advocacy Capacity Building Leadership 9 Development Voter Demonstration 6 Outreach Programs 1 18 Public Awareness Campaigns 21 Public Education 63 Public Audiences Public Polling 22 Influencer Education 81 Influencers Model Legislation 29 Regulatory Feedback Champion 14 Development 15 Political Will Campaigns 1 Public Forums 27 Policy Analysis/Research 90 Policymaker Education 71 Decision Makers
  152. 152. Presentations Awareness Outcomes Will Action Present one piece at a time Community Mobilization 18 Coalition Building Community 21 Organizing Public 10 Media Advocacy Will 36 Campaigns Communications and 3 Messaging 36 Advocacy Capacity Building Leadership 9 Development Voter Demonstration 6 Outreach Programs 1 18 Public Awareness Campaigns 21 Public Education 63 Public Audiences Public Polling 22 Influencer Education 81 Influencers Model Legislation 29 Regulatory Feedback Champion 14 Development 15 Political Will Campaigns 1 Public Forums 27 Policy Analysis/Research 90 Policymaker Education 71 Decision Makers
  153. 153. Presentations Awareness Outcomes Will Action Present one piece at a time Community Mobilization 18 Coalition Building Community 21 Organizing Public 10 Media Advocacy Will 36 Campaigns Communications and 3 Messaging 36 Advocacy Capacity Building Leadership 9 Development Voter Demonstration 6 Outreach Programs 1 18 Public Awareness Campaigns 21 Public Polling 22 Public Audiences Model Legislation 29 Regulatory Feedback Champion 14 Development 15 Political Will Campaigns 1 Public Forums 27 Policy Analysis/Research 90 Influencers Decision Makers
  154. 154. Presentations Action Present one piece at a time Model Legislation 29 Regulatory Feedback 14 Coalition Building 21 Awareness Outcomes Will Community Mobilization 18 Voter Outreach 1 Public Awareness Campaigns 21 Demonstration Programs 18 Public Polling 22 Public Audiences Policy Analysis/Research 90 Influencers Decision Makers
  155. 155. Presentations Community Mobilization 18 Coalition Building Community 21 Organizing Public 10 Media Advocacy Will 36 Campaigns Communications and 3 Messaging 36 Advocacy Capacity Building Leadership 9 Development 6 Model Legislation 29 Regulatory Feedback Champion 14 Development 15 Political Will Campaigns 1 Public Forums 27 Awareness Outcomes Will Action Present one piece at a time Public Audiences Influencers Decision Makers
  156. 156. Presentations Awareness Outcomes Will Action Present one piece at a time Community Mobilization 18 Coalition Building Community 21 Organizing Public 10 Media Advocacy Will 36 Campaigns Communications and 3 Messaging 36 Advocacy Capacity Building Leadership 9 Development Voter Demonstration 6 Outreach Programs 1 18 Public Awareness Campaigns 21 Public Education 63 Public Audiences Public Polling 22 Influencer Education 81 Influencers Model Legislation 29 Regulatory Feedback Champion 14 Development 15 Political Will Campaigns 1 Public Forums 27 Policy Analysis/Research 90 Policymaker Education 71 Decision Makers
  157. 157. Handouts Slideuments are not sufficient
  158. 158. Handouts Give paper handouts of your most important chart
  159. 159. Twitter Aim for 2:1 aspect ratio
  160. 160. Twitter Aim for 2:1 aspect ratio
  161. 161. Resources
  162. 162. Excel Tutorials: annkemery.com/excel
  163. 163. Social network maps NodeXL tutorial: slideshare.net/j_morariu
  164. 164. Books edwardtufte.com
  165. 165. Blogs storytellingwithdata.com
  166. 166. Twitter twitter.com/annkemery/lists/dataviz @PostGraphics @NYTgraphics @WSJgraphics
  167. 167. To Do List  Use the Chart Checklist as a guide the next time you make a chart  Review a coworker or consultant’s chart with the Squint Test and the Significant Other Test  Think about how to apply these chart types in your own work; Try 1 new chart type within 6 months  Review 1 new resource
  168. 168. Dataviz for Philanthropists: Communicating Better with Charts Ann K. Emery @annkemery annkemery.com

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