How a Dashboard Changes the Conversation
Presenting data effectively changes the kinds of conversations that can happen inside organizations. Better presentations shape an improved culture of decision-making. Let me tell you about a recent example of this.
Late 2012 I got a call from an evaluation officer who was working at the Walton Family Foundation. (Yep – *those* Waltons. Whatever your opinion of Walmart, the foundation is doing some good work. While I can’t tell you the details of their data, you’ll just have to trust me that their investments in environmental initiatives are truly impressive.) She said her group was ready for change, ready to learn ways to present better.
We had a thought-provoking workshop together and at the end they were ready to overhaul their reporting. You see, they had been submitting their data to their board of directors like this:
with the expectation that the board would make actionable decisions based on it. Yeah, that wasn’t happening. Rows and rows of numbers are extremely hard to make sense of. It’s very difficult for our brains to compare that many digits and pull out any kind of pattern, let alone gain insight that can lead to strategy. I suggested we swap out all tables for graphs, but Karen at Walton said “Uh, no the board really wants to see all the raw numbers.” Inside my head I said “Suuuuuuure they do” and out of my mouth I said, “No problem, let’s keep them all in there and dashboard this thing.” Here is the redesign:
We really only made 3 small changes.
- I added a trendline to show the row of numbers preceding it, so that the overall pattern is clear. That green dot at the end of the trendline? That’s the target they are aiming for in 2019.
- The target is listed numerically in the column next door. And in that target cell, you’ll see that some have a red dot. I used conditional formatting to set up a formula which calculates their predicted value in 2019 based on their current data and the red dot shows up when they aren’t going to meet their target as things stand without some serious intervention. Talk about being able to make actionable decisions!
- And then the modified bullet graph shows progress to date.
So only 3 changes, really. Plus some light graphic design in terms of colors and such.
Walton actually took another one of my recommendations from our first workshop, which was to hire a graphic designer. Maskar put their final touches on the dashboard so now it looks like this:
Karen and her team showed this dashboard to their board, who saw it as a real improvement. In late 2014 we have been dashboarding even more. So, good for me and my business but let’s talk about what happened inside the Walton Family Foundation.
The culture changed. Karen recently told me that the drive toward better design “really impacted everyone at Walton Family Foundation.” She went on to say, “Dipping our toe in the waters of better data visualization with the dashboards has set off a chain reaction. Our entire organization is really poised to improve how we present information to our Board and publicly. Data visualization helps us tell a story about the foundation’s impact and leads to improved decision-making across the organization.”
And *that’s* the kind of difference that can be made by presenting data effectively.
Gavin is a founding partner at fassforward consulting group. He blogs about PowerPoint, Presenting, Communication and Message Discipline at makeapowerfulpoint.com. You can follow him on twitter @powerfulpoint.