Designing DataVisualizations
with Empathy
Amanda Makulec, MPH
Visual Analytics Advisor | John Snow Inc.
Let’s take a trip
to Zimbabwe.
Where a local organization uses
community scorecards to capture
quarterly data on health services
in 18 communities.
The team aggregates
and analyzes the data.
They needed to identify
who can use the data
and how that person
wants to have the data
presented and shared.
empathy
“walking in someone
else’s shoes”
Design thinking gives us tools to cultivate empathy.
Graphic: Hasso Plattner Institute of Design Stanford University
Credit to ThinkPlace Foundation, from the Innovations for Maternal,
Newborn & Child Health Initiative’s Care Community Hub
Personas Journey
Maps
Today, we’ll walk through a rapid overview of two design thinking
techniques you can use in data visualization design.
personas
design toolbox #1
Personas help us move beyond
job titles
stakeholder groups
organization names
and focus on the human side of
your audience.
Each persona represents a significant portion of
people in the real world and enables the designer to
focus on a manageable and memorable cast of
characters, instead of focusing on thousands of
individuals.”
“A persona is depicted as a specific
person but is not a real individual;
rather, it is synthesized from
observations of many people.
From:
https://www.smashingmagazine.com/2014/08
/a-closer-look-at-personas-part-1/
Identify your
stakeholder group(s).
District Health Executive Team
for example
Capture data on your
stakeholder group.
Analytical ability
Job function
Education
Programmatic knowledge
Access to tools
Motivations to use data
Pain points
Interests
Where they access information
Champion or opposition
Talking directly to members of your
audience gives you the greatest insight
into their wants, needs, and pain points.
If you’ve worked with this stakeholder
group before, you can also brainstorm
based on experience.
Identify 2-3 different
“personas” within each
stakeholder group.
District Health Executive Team
The Technocrat The Politician
segmented to
Name your personas &
give them stories.
District Health Executive Team
Rachel
The Technocrat
Pascal
The Politician
segmented to
Credit toThinkPlace Foundation, from the Innovations for Maternal, Newborn & Child Health
Initiative’s Care Community Hub
Identify common
characteristics and
differences
Wants
stories
Wants
numbers
Motivated
by passion
Motivated
by money
Act based
on feelings
Act based
on data
Resilient
problem solver
Frustrated
bureaucrat
Champion for
your issue
Oppose your
issue
Wants
stories
Wants
numbers
Motivated
by passion
Motivated
by money
Act based
on feelings
Act based
on data
Resilient
problem solver
Frustrated
bureaucrat
Champion for
your issue
Oppose your
issue
Rachel
the Technocrat
Pascal
the Politician
journey
map
design toolbox #2
Creating a journey map is an excellent way to
systematically think about the steps or milestones
of a process, and can be used in developing
empathy and in communicating about your work.1
You can use the steps on the journey map to
identify pain points for your data user that can be
transformed into opportunities for you in sharing
your data.
1 Definition from https://dschool-old.stanford.edu/groups/k12/wiki/d8073/Journey_Map.html
Pick a persona.
Map out the various (ideal)
steps that person takes
in making a decision.
Pascal
The Politician
Community
scorecard data is
collected in
Pascal’s district
Pascal takes action
with the district
supply chain team
to identify root
causes of the issue
Analysis shows
4 clinics in
Pascal’s district
have stockouts
of condoms
Pascal is
unaware of the
stockouts
NGO meets
with Pascal in
his office to
share the data
Pascal shares the
issue with the
District Health
Executive Team
The DHE checks the
logistics information
system and sees the
stockouts were not
reported
I am aware…
I think about my options…
I decide…
I seek…
I receive…
I share…
Use a set of
prompts if you’re
having trouble
mapping out steps
Identify the pain points
along that journey.
Pascal
The Politician
Community
scorecard data is
collected in
Pascal’s district
Pascal takes action
with the district
supply chain team
to identify root
causes of the issue
Analysis shows
4 clinics in
Pascal’s district
have stockouts
of condoms
Pascal is
unaware of the
stockouts
NGO meets
with Pascal in
his office to
share the data
Pascal shares the
issue with the
District Health
Executive Team
The DHE checks the
logistics information
system and sees the
stockouts were not
reported
Pascal has limited
time and needs
something short he
can easily share
with other DHE
members
The DHE may see
no stockouts in
their system and
doubt the accuracy
of the community
data
Identify how you will
address each pain point.
Pascal
The Politician
Community
scorecard data is
collected in
Pascal’s district
Pascal takes action
with the district
supply chain team
to identify root
causes of the issue
Analysis shows
4 clinics in
Pascal’s district
have stockouts
of condoms
Pascal is
unaware of the
stockouts
NGO meets
with Pascal in
his office to
share the data
Pascal shares the
issue with the
District Health
Executive Team
The DHE checks the
logistics information
system and sees the
stockouts were not
reported
Pascal has limited
time and needs
something short he
can easily share
with other DHE
members
The DHE may see
no stockouts in
their system and
doubt the accuracy
of the community
data
NGO creates a
one page brief
summarizing the
data and recs
NGO adds a spot
check of stock-
on-hand to the
scorecard
process
Works well…
 In a workshop setting to
brainstorm audience needs
 In coaching teams on ways
to explore their audience.
 To focus on primary
audience needs when
mapping a dissemination
plan with multiple
deliverables
 In designing dashboards and
other interactive
visualization tools
Favorite Resources for Diving in on Design Thinking
• Stanford d. School Bootcamp Bootleg
dschool.stanford.edu/resources
• IDEO Design Kit
ideo.com/post/design-kit
Amanda Buenz Makulec
amanda_makulec@jsi.com
@abmakulec
Follow
@jsihealth

Visualizations with Empathy

  • 1.
    Designing DataVisualizations with Empathy AmandaMakulec, MPH Visual Analytics Advisor | John Snow Inc.
  • 2.
    Let’s take atrip to Zimbabwe.
  • 3.
    Where a localorganization uses community scorecards to capture quarterly data on health services in 18 communities.
  • 4.
    The team aggregates andanalyzes the data.
  • 5.
    They needed toidentify who can use the data and how that person wants to have the data presented and shared.
  • 6.
  • 7.
    Design thinking givesus tools to cultivate empathy. Graphic: Hasso Plattner Institute of Design Stanford University
  • 8.
    Credit to ThinkPlaceFoundation, from the Innovations for Maternal, Newborn & Child Health Initiative’s Care Community Hub Personas Journey Maps Today, we’ll walk through a rapid overview of two design thinking techniques you can use in data visualization design.
  • 9.
  • 10.
    Personas help usmove beyond job titles stakeholder groups organization names and focus on the human side of your audience.
  • 11.
    Each persona representsa significant portion of people in the real world and enables the designer to focus on a manageable and memorable cast of characters, instead of focusing on thousands of individuals.” “A persona is depicted as a specific person but is not a real individual; rather, it is synthesized from observations of many people. From: https://www.smashingmagazine.com/2014/08 /a-closer-look-at-personas-part-1/
  • 12.
  • 13.
    District Health ExecutiveTeam for example
  • 14.
    Capture data onyour stakeholder group.
  • 15.
    Analytical ability Job function Education Programmaticknowledge Access to tools Motivations to use data Pain points Interests Where they access information Champion or opposition
  • 16.
    Talking directly tomembers of your audience gives you the greatest insight into their wants, needs, and pain points.
  • 17.
    If you’ve workedwith this stakeholder group before, you can also brainstorm based on experience.
  • 18.
    Identify 2-3 different “personas”within each stakeholder group.
  • 19.
    District Health ExecutiveTeam The Technocrat The Politician segmented to
  • 20.
    Name your personas& give them stories.
  • 21.
    District Health ExecutiveTeam Rachel The Technocrat Pascal The Politician segmented to
  • 23.
    Credit toThinkPlace Foundation,from the Innovations for Maternal, Newborn & Child Health Initiative’s Care Community Hub
  • 24.
  • 25.
    Wants stories Wants numbers Motivated by passion Motivated by money Actbased on feelings Act based on data Resilient problem solver Frustrated bureaucrat Champion for your issue Oppose your issue
  • 26.
    Wants stories Wants numbers Motivated by passion Motivated by money Actbased on feelings Act based on data Resilient problem solver Frustrated bureaucrat Champion for your issue Oppose your issue Rachel the Technocrat Pascal the Politician
  • 27.
  • 28.
    Creating a journeymap is an excellent way to systematically think about the steps or milestones of a process, and can be used in developing empathy and in communicating about your work.1 You can use the steps on the journey map to identify pain points for your data user that can be transformed into opportunities for you in sharing your data. 1 Definition from https://dschool-old.stanford.edu/groups/k12/wiki/d8073/Journey_Map.html
  • 29.
  • 30.
    Map out thevarious (ideal) steps that person takes in making a decision.
  • 31.
    Pascal The Politician Community scorecard datais collected in Pascal’s district Pascal takes action with the district supply chain team to identify root causes of the issue Analysis shows 4 clinics in Pascal’s district have stockouts of condoms Pascal is unaware of the stockouts NGO meets with Pascal in his office to share the data Pascal shares the issue with the District Health Executive Team The DHE checks the logistics information system and sees the stockouts were not reported
  • 32.
    I am aware… Ithink about my options… I decide… I seek… I receive… I share… Use a set of prompts if you’re having trouble mapping out steps
  • 35.
    Identify the painpoints along that journey.
  • 36.
    Pascal The Politician Community scorecard datais collected in Pascal’s district Pascal takes action with the district supply chain team to identify root causes of the issue Analysis shows 4 clinics in Pascal’s district have stockouts of condoms Pascal is unaware of the stockouts NGO meets with Pascal in his office to share the data Pascal shares the issue with the District Health Executive Team The DHE checks the logistics information system and sees the stockouts were not reported Pascal has limited time and needs something short he can easily share with other DHE members The DHE may see no stockouts in their system and doubt the accuracy of the community data
  • 37.
    Identify how youwill address each pain point.
  • 38.
    Pascal The Politician Community scorecard datais collected in Pascal’s district Pascal takes action with the district supply chain team to identify root causes of the issue Analysis shows 4 clinics in Pascal’s district have stockouts of condoms Pascal is unaware of the stockouts NGO meets with Pascal in his office to share the data Pascal shares the issue with the District Health Executive Team The DHE checks the logistics information system and sees the stockouts were not reported Pascal has limited time and needs something short he can easily share with other DHE members The DHE may see no stockouts in their system and doubt the accuracy of the community data NGO creates a one page brief summarizing the data and recs NGO adds a spot check of stock- on-hand to the scorecard process
  • 39.
    Works well…  Ina workshop setting to brainstorm audience needs  In coaching teams on ways to explore their audience.  To focus on primary audience needs when mapping a dissemination plan with multiple deliverables  In designing dashboards and other interactive visualization tools
  • 40.
    Favorite Resources forDiving in on Design Thinking • Stanford d. School Bootcamp Bootleg dschool.stanford.edu/resources • IDEO Design Kit ideo.com/post/design-kit
  • 41.