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Make Your Data Count: 
New, Visual Approaches to Evaluation Reporting 
Johanna Morariu 
@j_morariu 
Ann K Emery 
@annkemery 
Kat Athanasiades 
@KatAthanasiades 
Veena Pankaj 
@VeenaPankaj 
Friday, October 17, 2014 
Evaluation 2014, Denver, CO 
American Evaluation Association
Grab 
attention 
Clearly 
communicate 
Be 
engaging 
Flickr CC/calliope
Visual Reporting 
Dataviz Infographics 
Dataviz in a 
report 
Slide 
reports 
Dataviz 
placemat
Visual Reporting Elements 
1 
Pick a purpose 
2 
Make a blueprint 
3 
Do good design 
4 
Test 
5 
Refine
1 Pick a purpose 
Flickr CC/dmjames58
2 Make a blueprint 
Flickr CC/wscullin
2 Make a blueprint
Outline Blueprint 
Design
3 Do good design
4 Test
5 Refine
Visual Reporting Elements 
1 
Pick a purpose 
2 
Make a blueprint 
3 
Do good design 
4 
Test 
5 
Refine
What have we learned? 
(And what are we still learning?)
1 The sooner the better 
Planning 
Data 
collection 
Analysis & 
Reflection 
Action & 
Improvement
2 Use the right content
3 Proofread layout
4 Mirror excitement 
Flickr CC/pagedooley
5 Expect engagement 
Flickr CC/john_hall_associates
Make Your Data Count: 
New, Visual Approaches to Evaluation Reporting 
Johanna Morariu 
@j_morariu 
Ann K Emery 
@annkemery 
Kat Athanasiades 
@KatAthanasiades 
Veena Pankaj 
@VeenaPankaj

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#Eval14 - Make Your Data Count: New, Visual Approaches to Reporting

Editor's Notes

  1. Question: Twitter handles or email addresses?
  2. And we use visual reporting to be engaging. I don’t know about you, but most of my evaluation decisionmakers are real people. And if I can’t get and keep their engagement, they’re pretty unlikely to hear my team’s findings. So we need to find a way to keep them in the inner circle through the reporting phase; to gain and keep their involvement as findings and implications are discussed. For them to be in the process and able to drive discussions of recommendations. So how do we do this? We use visual reporting methods as often as possible in our work, and we stop using 8.5 by 11 Word docs as our go-to communication tool. We’ll show you how we’ve made the switch and what we’ve learned. https://www.flickr.com/photos/calliope/2579685145
  3. [Insert examples of each] What forms does visual reporting take? Well, it can look like a lot of things. A one-off dataviz… or dataviz or information design in reports… or data placemats… or infographics… or slide reports. At the core of visual reporting are 5 elements of visual report design.
  4. Those 5 elements of visual report design are: Decide on purpose, audience, and use Chunk out the information that will be used in the visual report Design the visual report, paying attention to architecture, color, font, text, charts, pictures, and white space Test the communication ability of the visual report – does it communicate the ideas you designed it to communicate? Is it clear? Where do people get stuck? And 5, refine the visual report paying special attention to fact-checking, copyediting, and formatting. Now we’re going to go into each of these elements in more detail.
  5. Purpose, audience, and delivery The first element is clarifying purpose, which includes audience and delivery. What is the visual report meant to do? Who is the visual report meant for? Will the visual report be presented or will it speak for itself? These are all elements of deciding on the purpose before diving into design. Most of our visual reports are designed to be presented, but to also be comprehensive enough that they have good communication power on their own. This is different from a situation in which a visual report would need to entirely stand alone. Here are some examples of visual reports that were made to be presented, but also come pretty close to being a stand-alone document. https://www.flickr.com/photos/dmjames58/12694978975
  6. The next element of visual reports is to make a blueprint. Before we dive into putting titles, text, and data on a page, we need to know how it will all fit together. Depending on the type of information you’re presenting in your visual report, your blueprint will look a little different. At the blueprint stage, you might not even be working in Word, PowerPoint, or another program. You might be sketching things out by hand. https://www.flickr.com/photos/wscullin/3770015203
  7. This is an example of a slide blueprint You might also make a blueprint for a chart, or for a report to indicate where visual elements will be placed on the page and what they will contain. This blueprint names the major sections of the slide, indicates about how much space they will take up, and prepares the way for laying out the slide in PowerPoint.
  8. This slide blueprint was built from a presentation outline. Depending on what kind of visual report you’re making, your blueprint might look different. If your visual report is slide-based, you would want to outline the report content, then sketch out blueprints for the different slides in your presentation. If your visual report is something like an infographic or a poster, you would outline the content you intend to include, and then make one blueprint to lay the groundwork for the infographic.
  9. And one more
  10. Title text
  11. Left side subtitle and supporting text
  12. Left chart
  13. Right side subtitle and supporting text
  14. Right chart
  15. The third element of visual reports is to do good design. Within design, we need to pay attention to things like font, color, contrast, and white space. Has anyone seen this before? Can anyone point out the information this visual report is communicating? [ask the audience] This is an infographic by Charles Minard of Napolen’s march into and out of Moscow in 1812 and 1813. The brown area represents the amount of troops marching toward Moscow, and the black area represents the amount of troops marching away from Moscow, after the defeat. The graphic displays 6 types of information: -the number of Napoleon's troops -the distance traveled -temperature -latitude and longitude -direction of travel -and location relative to specific dates Good design helps you clearly communicate your data and findings.
  16. Alright, time for a quick recap of the 5 elements of visual report design: [Quiz audience about what each of these included] Decide on purpose, audience, and use Make a blueprint of how information will be used in the visual report Design the visual report, paying attention to architecture, color, font, text, charts, pictures, and white space Test the communication ability of the visual report – does it communicate the ideas you designed it to communicate? Is it clear? Where do people get stuck? And 5, refine the visual report paying special attention to fact-checking, copyediting, and formatting.
  17. Pic: insert InnoNet eval life cycle, emphasizing planning
  18. Pic: narrative discussion
  19. Pic: show the bones of a slide, select all, screenshot
  20. https://www.flickr.com/photos/pagedooley/3139331073
  21. https://www.flickr.com/photos/john_hall_associates/3101529798
  22. This slide up for the last 10 minutes of the session—during Q&A.