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You cannot open a book
Y          t        b k
without learning something.
– Confucius




          Telling a Great
          T lli     G   t
          Story With Data
                              Susan Moore
                                 Elissa Fink
Providing Facts to Management
 Can Be a Big Job to Navigate




                                2
Why Story?
Makes sense and order
Sees the whole where there are
disparate parts
Gives vision to what the future can look like
Is interactive – people p themselves
                 p p put
into stories




                                                3
What Is a Good Story?

A good story involves Characters
Challenge iis b li
Ch ll         believable
                     bl
There are Hurdles to overcome

Outcome or prognosis is clear



                                   4
A Story Has Emotion




                      5
Often,
   Often Presenting Data
       ≠ Good Story
Monthly Presentation of Results




                                  6
Why?

 Too often, We Create
the Presentation Before
  We Know the Story




                          7
The Presentation or The Story?
Is This Really Just
  “Sales by Region”?
  “West Region Growing By Leaps & Bounds”?

                       Sales by Region
  30%
  25%
  20%
  15%                                        Last Period
  10%                                        This Period
   5%
   0%
          East   Midwest     South   West
                                                           8
When Crafting a
           Data-Rich Story…
Get the Story First: Explore the Data
 What Are the Findings?

Determine What You Want People to Do
as a Result

Finally, Write Out the “Story Board” for
Your Audience
   The more senior your audience = fewer slides



                                                  9
This?




                     10
10/21/2008
Or This?




                        11
10/21/2008
Be Authentic
           Authentic…
      Your Story will Flow
What Makes It Believable For Your
Audience?
  Start with metaphor, urban legend or
  anecdote.
  Develop with data. Authenticity is rooted
                 data
  in facts. Facts are rooted in data.
    Supplement hard data with qualitative data.
      • Sample customer emails
      • Audio/video clips of competitor activity



                                                   12
Be Visual –
You Are the Film Editor




                          13
NY Times Example

   http://www.nytimes.com/interactive/2008/09/15
   /business/20080916-treemap-graphic.html



link
             next




                                                   14
NY Times Example




                   15
This?




        16
Or This?




           17
Make It Easy
for You and Your Audience
Telling a story should be simple and
direct    recall and action will be that
much stronger
No hoop jumping
State 2-3 key issues and how they
      23
relate to your audience


                                           18
This?




        19
Or This?




           20
How You Invite Discussion

Identify yourself – share something
about yourself
Limit it to 3 key points on crafting your story
Focus on highlighting what the
audience needs
Invite them to continue the discussion:
   Blogs
   Intranets
   Discussion Boards

                                                  21
Be Ready for Interactivity

Creative ways to access and interact
with the data
Anticipate questions
Can you be “real-time” with
your answers?
“Real-time” examples


                                       22
I hear and I forget.
                  ea a d o ge .
            I see and I remember.
            I do and I understand.
                   – Confucius
Questions

Resources
   National Storytelling Network www.storynet.org
   Perceptual Edge www.perceptualedge.com
                 g                      g
   Presentation Zen by Garr Reynolds
   Examples www.tableausoftware.com/examples

Contact
   Susan – sjmooremarketing@gmail.com
   Elissa – efink@tableausoftware.com




                                                    23

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Telling Stories with Data

  • 1. You cannot open a book Y t b k without learning something. – Confucius Telling a Great T lli G t Story With Data Susan Moore Elissa Fink
  • 2. Providing Facts to Management Can Be a Big Job to Navigate 2
  • 3. Why Story? Makes sense and order Sees the whole where there are disparate parts Gives vision to what the future can look like Is interactive – people p themselves p p put into stories 3
  • 4. What Is a Good Story? A good story involves Characters Challenge iis b li Ch ll believable bl There are Hurdles to overcome Outcome or prognosis is clear 4
  • 5. A Story Has Emotion 5
  • 6. Often, Often Presenting Data ≠ Good Story Monthly Presentation of Results 6
  • 7. Why? Too often, We Create the Presentation Before We Know the Story 7
  • 8. The Presentation or The Story? Is This Really Just “Sales by Region”? “West Region Growing By Leaps & Bounds”? Sales by Region 30% 25% 20% 15% Last Period 10% This Period 5% 0% East Midwest South West 8
  • 9. When Crafting a Data-Rich Story… Get the Story First: Explore the Data What Are the Findings? Determine What You Want People to Do as a Result Finally, Write Out the “Story Board” for Your Audience The more senior your audience = fewer slides 9
  • 10. This? 10 10/21/2008
  • 11. Or This? 11 10/21/2008
  • 12. Be Authentic Authentic… Your Story will Flow What Makes It Believable For Your Audience? Start with metaphor, urban legend or anecdote. Develop with data. Authenticity is rooted data in facts. Facts are rooted in data. Supplement hard data with qualitative data. • Sample customer emails • Audio/video clips of competitor activity 12
  • 13. Be Visual – You Are the Film Editor 13
  • 14. NY Times Example http://www.nytimes.com/interactive/2008/09/15 /business/20080916-treemap-graphic.html link next 14
  • 16. This? 16
  • 17. Or This? 17
  • 18. Make It Easy for You and Your Audience Telling a story should be simple and direct recall and action will be that much stronger No hoop jumping State 2-3 key issues and how they 23 relate to your audience 18
  • 19. This? 19
  • 20. Or This? 20
  • 21. How You Invite Discussion Identify yourself – share something about yourself Limit it to 3 key points on crafting your story Focus on highlighting what the audience needs Invite them to continue the discussion: Blogs Intranets Discussion Boards 21
  • 22. Be Ready for Interactivity Creative ways to access and interact with the data Anticipate questions Can you be “real-time” with your answers? “Real-time” examples 22
  • 23. I hear and I forget. ea a d o ge . I see and I remember. I do and I understand. – Confucius Questions Resources National Storytelling Network www.storynet.org Perceptual Edge www.perceptualedge.com g g Presentation Zen by Garr Reynolds Examples www.tableausoftware.com/examples Contact Susan – sjmooremarketing@gmail.com Elissa – efink@tableausoftware.com 23