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Hacking Your Deliverables: 
How to Make Yourself Invaluable 
Searchers Academy 
October 26, 2014 
Marcy Phelps 
Phelps Research 
www.PhelpsResearch.com 
Twitter: 
@marcyphelps 
#internetlibrarian
Presentation slides: 
slideshare.net/marcyphelps 
www.phelpsresearch.com/speaking 
@marcyphelps / #internetlibrarian 2
Our clients are drowning in information!
DIY Research 
4
What’s Your Value? 
5
"Prove yourself on the 
field, not by talking" 
@marcyphelps / #internetlibrarian 6
Wisdom 
Knowledge 
Information 
Data 
@marcyphelps / #internetlibrarian 7
Information 
INSIGHTS 
@marcyphelps / #internetlibrarian 8
Info Analyst 
Patterns 
Comparisons 
Relationships 
Format for usability 
“SO WHAT?” 
@marcyphelps / #internetlibrarian 9
Where do I start? 
10
#1 START WITH THE BASICS 
@marcyphelps / #internetlibrarian 11
Listen and learn 
Reference interview 
Informational interviews 
Project follow-up 
@marcyphelps / #internetlibrarian 12
$64,000 QUESTION 
HOW WILL THE INFORMATION BE USED? 
@marcyphelps / #internetlibrarian 13
14
Include a cover letter 
15
#2 KISS (KEEP IT SHORT & SIMPLE) 
@marcyphelps / #internetlibrarian 16
“Linda Cooper exercise” 
Why are you including this in the report? 
(In 1-2 sentences) 
@marcyphelps / #internetlibrarian 17
Executive Summary 
One page 
Address questions/summarize answers 
Include links to more info 
Add your observations
Article summaries 
Is Hulu a stolen idea? Arbitration to decide 
Los Angeles Times 
July 09, 2010|Meg James 
A Los Angeles County judge on Thursday 
referred to arbitration the case of a Canadian 
engineer who contends that NBC Universal 
stole his idea and business strategy to launch 
Hulu, the website that shows TV programs and 
movies. 
@marcyphelps / #internetlibrarian 19
#3 A PICTURE IS WORTH…A LOT! 
@marcyphelps / #internetlibrarian 20
21
Boring numbers 
Insights! 3,009.9 
Worldwide Ethernet Semiconductor Revenue Forecast 
3,424.9 
($ million) 
Total Ethernet 10 G Ethernet 
3,734.9 
3,919.2 3,973.3 4,041.6 
492.2 
872.3 
1,284.6 
1,621.4 
1,947.2 
2,201.7 
2007 2008 2009 2010 2011 2012 
22
Create a dashboard 
23
Tools for charts/graphs 
Excel Chart Wizard 
ChartGizmo.com 
DIYChart.com 
@marcyphelps / #internetlibrarian 24
Data Maps 
25 
Shaded area map
Pushpin map 
@marcyphelps / #internetlibrarian 26
Tools for data maps 
Microsoft MapPoint 
(http://snipurl.com/27mniz8) 
Google Fusion Tables 
(http://bit.ly/Zsc0y9) 
Click2Map.com 
Mapland 
(www.softill.com) 
27
Concepts  Diagrams 
@marcyphelps / #internetlibrarian 28
29
CEO 
CFO CMO VP Sales 
@marcyphelps / #internetlibrarian 30
31
Tools for diagrams 
SmartArt (Excel, Word, PowerPoint) 
Gliffy.com 
Microsoft Visio 
(http://snipurl.com/27mnn39) 
SmartDraw.com 
OmniGraffle for Mac 
(http://snipurl.com/27mnmt8) 
@marcyphelps / #internetlibrarian 32
Choosing the right graphic 
http://bit.ly/1yp3pth 
33
Wordle.net 
@marcyphelps / #internetlibrarian 34
Compare  Matrix 
35
#4 BRING IN THE POWER TOOLS 
@marcyphelps / #internetlibrarian 36
Data mining 
County Construction Manufacturing Real Estate Women ‐owned 
Count Sales ($Mil) Count Sales ($Mil) Count Sales ($Mil) Count Sales ($Mil) 
Mecklenburg 22 799.7 31 803.5 4 64.0 11 374.4 
Cabarrus 1 26.0 3 91.3 0 0.0 1 25.3 
Union 0 0.0 0 0.0 0 0.0 0 0.0 
York 2 53.9 5 204.4 0 0.0 1 21.0 
Iredell 2 67.4 12 573.7 0 0.0 1 40.0 
Gaston 1 28.6 13 420.4 0 0.0 0 0.0 
Catawba 1 57.1 18 564.9 0 0.0 0 0.0 
Totals 29 1,032.7 82 2,658.2 4 64.0 14 460.7 
Source: Hoover's 
@marcyphelps / #internetlibrarian 37
Analysis frameworks 
SWOT 
PEST Analysis 
Timeline Analysis 
Porter’s Four Corners 
Early Warning Systems 
@marcyphelps / #internetlibrarian 38
@marcyphelps / #internetlibrarian 39 
External Internal
Business and Competitive Analysis: Effective 
Application of New and Classic Methods, by 
Craig Fleisher & Babette Bensoussan 
Strategic Analysis Tools: Topic Gateway Series 
No. 34, Chartered Institute of Management 
Accountants, http://snipurl.com/289ulko 
@marcyphelps / #internetlibrarian 40
Using insights 
FAQs 
Issue briefs 
PowerPoint 
Cheat sheets 
Include on intranet, create NetVibes page, 
share in Evernote 
@marcyphelps / #internetlibrarian 41
“There is a simple way to package 
information that, under the right 
circumstances, can make it irresistible. 
All you have to do is find it.” 
Malcolm Gladwell 
The Tipping Point 
@marcyphelps / #internetlibrarian 42
Thank you! 
mphelps@phelpsresearch.com 
Phelpsresearch.com 
Twitter: @marcyphelps 
LinkedIn: linkedin.com/in/marcyphelps/ 
Slideshare: slideshare.net/marcyphelps 
@marcyphelps / #internetlibrarian 43

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Hacking Your Deliverables: How to Make Yourself Invaluable

  • 1. Hacking Your Deliverables: How to Make Yourself Invaluable Searchers Academy October 26, 2014 Marcy Phelps Phelps Research www.PhelpsResearch.com Twitter: @marcyphelps #internetlibrarian
  • 2. Presentation slides: slideshare.net/marcyphelps www.phelpsresearch.com/speaking @marcyphelps / #internetlibrarian 2
  • 3. Our clients are drowning in information!
  • 6. "Prove yourself on the field, not by talking" @marcyphelps / #internetlibrarian 6
  • 7. Wisdom Knowledge Information Data @marcyphelps / #internetlibrarian 7
  • 8. Information INSIGHTS @marcyphelps / #internetlibrarian 8
  • 9. Info Analyst Patterns Comparisons Relationships Format for usability “SO WHAT?” @marcyphelps / #internetlibrarian 9
  • 10. Where do I start? 10
  • 11. #1 START WITH THE BASICS @marcyphelps / #internetlibrarian 11
  • 12. Listen and learn Reference interview Informational interviews Project follow-up @marcyphelps / #internetlibrarian 12
  • 13. $64,000 QUESTION HOW WILL THE INFORMATION BE USED? @marcyphelps / #internetlibrarian 13
  • 14. 14
  • 15. Include a cover letter 15
  • 16. #2 KISS (KEEP IT SHORT & SIMPLE) @marcyphelps / #internetlibrarian 16
  • 17. “Linda Cooper exercise” Why are you including this in the report? (In 1-2 sentences) @marcyphelps / #internetlibrarian 17
  • 18. Executive Summary One page Address questions/summarize answers Include links to more info Add your observations
  • 19. Article summaries Is Hulu a stolen idea? Arbitration to decide Los Angeles Times July 09, 2010|Meg James A Los Angeles County judge on Thursday referred to arbitration the case of a Canadian engineer who contends that NBC Universal stole his idea and business strategy to launch Hulu, the website that shows TV programs and movies. @marcyphelps / #internetlibrarian 19
  • 20. #3 A PICTURE IS WORTH…A LOT! @marcyphelps / #internetlibrarian 20
  • 21. 21
  • 22. Boring numbers Insights! 3,009.9 Worldwide Ethernet Semiconductor Revenue Forecast 3,424.9 ($ million) Total Ethernet 10 G Ethernet 3,734.9 3,919.2 3,973.3 4,041.6 492.2 872.3 1,284.6 1,621.4 1,947.2 2,201.7 2007 2008 2009 2010 2011 2012 22
  • 24. Tools for charts/graphs Excel Chart Wizard ChartGizmo.com DIYChart.com @marcyphelps / #internetlibrarian 24
  • 25. Data Maps 25 Shaded area map
  • 26. Pushpin map @marcyphelps / #internetlibrarian 26
  • 27. Tools for data maps Microsoft MapPoint (http://snipurl.com/27mniz8) Google Fusion Tables (http://bit.ly/Zsc0y9) Click2Map.com Mapland (www.softill.com) 27
  • 28. Concepts  Diagrams @marcyphelps / #internetlibrarian 28
  • 29. 29
  • 30. CEO CFO CMO VP Sales @marcyphelps / #internetlibrarian 30
  • 31. 31
  • 32. Tools for diagrams SmartArt (Excel, Word, PowerPoint) Gliffy.com Microsoft Visio (http://snipurl.com/27mnn39) SmartDraw.com OmniGraffle for Mac (http://snipurl.com/27mnmt8) @marcyphelps / #internetlibrarian 32
  • 33. Choosing the right graphic http://bit.ly/1yp3pth 33
  • 34. Wordle.net @marcyphelps / #internetlibrarian 34
  • 36. #4 BRING IN THE POWER TOOLS @marcyphelps / #internetlibrarian 36
  • 37. Data mining County Construction Manufacturing Real Estate Women ‐owned Count Sales ($Mil) Count Sales ($Mil) Count Sales ($Mil) Count Sales ($Mil) Mecklenburg 22 799.7 31 803.5 4 64.0 11 374.4 Cabarrus 1 26.0 3 91.3 0 0.0 1 25.3 Union 0 0.0 0 0.0 0 0.0 0 0.0 York 2 53.9 5 204.4 0 0.0 1 21.0 Iredell 2 67.4 12 573.7 0 0.0 1 40.0 Gaston 1 28.6 13 420.4 0 0.0 0 0.0 Catawba 1 57.1 18 564.9 0 0.0 0 0.0 Totals 29 1,032.7 82 2,658.2 4 64.0 14 460.7 Source: Hoover's @marcyphelps / #internetlibrarian 37
  • 38. Analysis frameworks SWOT PEST Analysis Timeline Analysis Porter’s Four Corners Early Warning Systems @marcyphelps / #internetlibrarian 38
  • 39. @marcyphelps / #internetlibrarian 39 External Internal
  • 40. Business and Competitive Analysis: Effective Application of New and Classic Methods, by Craig Fleisher & Babette Bensoussan Strategic Analysis Tools: Topic Gateway Series No. 34, Chartered Institute of Management Accountants, http://snipurl.com/289ulko @marcyphelps / #internetlibrarian 40
  • 41. Using insights FAQs Issue briefs PowerPoint Cheat sheets Include on intranet, create NetVibes page, share in Evernote @marcyphelps / #internetlibrarian 41
  • 42. “There is a simple way to package information that, under the right circumstances, can make it irresistible. All you have to do is find it.” Malcolm Gladwell The Tipping Point @marcyphelps / #internetlibrarian 42
  • 43. Thank you! mphelps@phelpsresearch.com Phelpsresearch.com Twitter: @marcyphelps LinkedIn: linkedin.com/in/marcyphelps/ Slideshare: slideshare.net/marcyphelps @marcyphelps / #internetlibrarian 43