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O V E R V I E W
CONCEPTSTheories of Perceptions
APPLICATIONCharts
Communications
CONCEPTS
P E R C E P T I O N S A N D O B S E R VAT I O N S A R E T H E F O C U S
The world is not just outside. It cannot exist without what is inside.
Beyond Information - The Importance of Presentation & Delivery - Brian Berrellez - April 26, 2016
C O L O R
Intention with Color
C O L O R
Color evokes emotions, memories, and instincts
Proximity matters
C O L O R
F E E L I N G
C O L O R
F E E L I N G
C O L O R
F E E L I N G
C O L O R
F E E L I N G
Beyond Information - The Importance of Presentation & Delivery - Brian Berrellez - April 26, 2016
C O L O R
F E E L I N G
C O L O R
F E E L I N G
C O L O R
Color evokes emotions, memories, and instincts
Proximity matters
C O L O R
C O L O R
Use earth tones, blues, grays for the dominant colors
Other colors should have intentional meaning!
Beyond Information - The Importance of Presentation & Delivery - Brian Berrellez - April 26, 2016
C O L O R C O L O R
C O L O R P E R C E P T I O N
Proximity
Continuity
Simplicity
Similarity
Closure
Objects close together form a whole or an object Our minds follow most continuous paths
Beyond Information - The Importance of Presentation & Delivery - Brian Berrellez - April 26, 2016
Something complex is made simple in our minds Our brains group similar objects
Our brains “complete” missing information
Keep these concepts in mind when doing your reports, analyses, and communications
APPLICATION TO CHARTS & GRAPHS
C H A R T S
Keep them simple
Beyond Information - The Importance of Presentation & Delivery - Brian Berrellez - April 26, 2016
P E R C E P T I O N I N G R A P H S
Add a legend and watch the fun! It’s like Pick-Up Sticks or Search-and-Finds!
P E R C E P T I O N I N G R A P H S
Look: a table was stuffed into a circle!
C H A R T S
Break into multiple charts whenever there’s complexity
C H A R T S
Tell a story instead of stifling it into one chart
C H A R T S
No pie charts
No “eye candy”
C H A R T S
Which candidate did better in three elections?
Beyond Information - The Importance of Presentation & Delivery - Brian Berrellez - April 26, 2016
C H A R T S
Which candidate did better in each election?
C H A R T S
Can you measure the parts on the next chart?
C H A R T S C H A R T S
C H A R T S
Want to make it worse?
C H A R T S
Beyond Information - The Importance of Presentation & Delivery - Brian Berrellez - April 26, 2016
C H A R T S C H A R T S
In ANY chart…
NO 3D effects or other “eye candy”
They distort the facts
C H A R T S
Pie charts distract from your message until you have 3 or less data points
C H A R T S
C H A R T S
But, really: all that space for that?
Just to show a fraction?
C H A R T S
Good old bar graphs are informative and easy to use
Beyond Information - The Importance of Presentation & Delivery - Brian Berrellez - April 26, 2016
C H A R T S
Look, you even get space for showing numbers
C H A R T S
Conveying “we’re part of the whole” or
percentages?
C H A R T S C H A R T S
C H A R T S
Remember our discussion about color?
Don’t do this!
Beyond Information - The Importance of Presentation & Delivery - Brian Berrellez - April 26, 2016
Do this! C H A R T S
Adding color?
“What purpose will the color serve?”
“What meaning will the color convey?”
C H A R T S
Use color to:
highlight particular points
group items
encode values
C H A R T S
C H A R T S
Use soft and natural colors to display most information
Use bright or dark colors to highlight information
Beyond Information - The Importance of Presentation & Delivery - Brian Berrellez - April 26, 2016
C H A R T S
Again: No 3D or other distracting elements!
C H A R T S
“Which charts do I use?”
L I N E C H A R T S
Trending, relating to time
B A R C H A R T S
Comparing and categories
O T H E R C H A R T S
Exploring other types of charts?
Convey your meaning
Clearly provide your message
Beyond Information - The Importance of Presentation & Delivery - Brian Berrellez - April 26, 2016
C H O O S I N G A C H A R T
Ask yourself:
“Would a simpler chart do this just fine?”
“Does this add unnecessary complication?”
C H O O S I N G A C H A R T
Ask yourself:
“Does my audience even want a chart?”
C H O O S I N G A C H A R T
Charts are supposed to
communicate
simplify
APPLICATION TO COMMUNICATION
Structural Considerations: Writing
White SpaceParagraph / Block
Font and Structure Style Grouping
Paragraphs & Grouping
Font Weight
Line Height
Number & List
Organize & Title
Beyond Information - The Importance of Presentation & Delivery - Brian Berrellez - April 26, 2016
Use White Space Effectively
As in music or theater, silence is powerful white space is written silence
Use Space, Grouping, Paragraphs
Categorize, group, order, and space with intention
Adjust line height for increased readability
Adjust line height for increased readability Adjustments for writing are important for tables
Beyond Information - The Importance of Presentation & Delivery - Brian Berrellez - April 26, 2016
Highlight Important Elements
Bold key terms
Within a body of text the bold terms stand out the
most, more than italics which should only be for
minor emphasis
Use titles and headings in your communications
Beyond Information - The Importance of Presentation & Delivery - Brian Berrellez - April 26, 2016
Order and / or number items Put formatting to work for your thought process
Create Outlines Using Spacing/Grouping as a Guide
Document Title
Section Header
Subsection Header
Paragraph Title
Etiquette Helps
Salutations and signatures matter
Beyond Information - The Importance of Presentation & Delivery - Brian Berrellez - April 26, 2016
Paragraphs & Grouping
Font Weight
Line Height
Number & List
Organize & Title
Structural Considerations: Layout
Table of ContentsLegends
Object Inclusion / ExclusionPrecision of Numbers & Detail
Length: Time versus Space
Table of Contents
Exhibit your content at the start in order
Legends
Use them but minimize legends in charts
Object Inclusion / Exclusion
If you can't decide, it's likely best to leave it out!
Beyond Information - The Importance of Presentation & Delivery - Brian Berrellez - April 26, 2016
Precision of Numbers & Detail
Precision is typically not importantand can be distracting when presenting
Length: Time versus Space
Number of slides shouldn't matter
Length: Time versus Space
Space and time matters
Length: Time versus Space
Putting more in less space and time is what creates unnecessary complexity
Beyond Information - The Importance of Presentation & Delivery - Brian Berrellez - April 26, 2016
Personal Considerations
ShortcutsDetail
DomainConfidence
ShortcutsIt’s nature’s way for us to
encrypt information
Here’s how several insects and birds see flowers
IntentionDon't shortcut wherever possible
Jargon, Abbreviations, and Acronyms Don't alienate your audience!
Beyond Information - The Importance of Presentation & Delivery - Brian Berrellez - April 26, 2016
Level of Detail
Too much detail is overwhelming
Domain or FormalityDon't be too formal
Over- or Under- ConfidenceStand confidently behind what you say
But retain humility
Team Considerations
Clear ExplanationsGoal-Oriented
Action-Oriented Dialogue / Collaboration
Beyond Information - The Importance of Presentation & Delivery - Brian Berrellez - April 26, 2016
What About Meetings? Always have someone take notes!
Begin your meetings with
clear intentions and stated goals
During meetings, try to allot time for
directed dialogue and relevant collaboration
Always end meetings with
assigned action items with due dates
Essentially
Actively listenCommunicate with intention
Be mindful of the “little things”Allow and enable others to engage
Beyond Information - The Importance of Presentation & Delivery - Brian Berrellez - April 26, 2016
O R G A N I Z AT I O N
R E P O R T I N G
P R E S E N TAT I O N
D E L I V E R Y
1
2
3
4
D E L I V E R Y
4
What we mean by “delivery” Delivery is to provide something
This entails using some medium in order to deliver This not limited to modern technology
S E L E C T I N G M E D I U M O F D E L I V E R Y
Analytics
Excel / Powerpoint / Word
Websites
Paper
Verbal / Meeting
Beyond Information - The Importance of Presentation & Delivery - Brian Berrellez - April 26, 2016
Technical Considerations Computer or Paper
Operating SystemEquipment
Technical Prowess of Users
When choosing a delivery medium:
Think of Your Audience
Is the medium easy for them? Can they access the medium?
Does the medium have the needed features? Is the medium as simple as possible?
Beyond Information - The Importance of Presentation & Delivery - Brian Berrellez - April 26, 2016
SUMMARY
Think of Your Audience
FeaturesSimplicity
Ease of UseAccess
S U M M A R Y
How we perceive things has incredible importance
Be introspective about perception and project meaning
Be careful about presentation
S U M M A R Y
Keep in mind:
perception and location of white space and elements
we naturally relate elements together in predictable ways
S U M M A R Y
Keep it simple
Use natural and soft tones for dominant colors
Use other colors carefully and meaningfully
S U M M A R Y
Choose and use charts thoughtfully
S U M M A R Y
Think about your day-to-day communications to improve them with these concepts and applications
Beyond Information - The Importance of Presentation & Delivery - Brian Berrellez - April 26, 2016
T O E N D …
W E D I S C U S S E D S E V E R A L T O P I C S
O R G A N I Z AT I O N
R E P O R T I N G
P R E S E N TAT I O N
D E L I V E R Y
1
2
3
4
E N D I N G
A LWAY S K E E P Y O U R A U D I E N C E I N M I N D
D E TA I L S M AT T E R F O R P E R C E P T I O N A N D C O M M U N I C AT I O N
K E E P T H I N G S A S S I M P L E A S P O S S I B L E
Q U E S T I O N S
?
C R E D I T S
I M A G E O F B I R D S I N J U N G L E L O W E R D O V E R F I E L D J O U R N A L
I M A G E O F M A N AT C H A L K B O A R D VAY U . I E
D I K W P E R S P E C T I V E M A P M I C H A E L E R V I C K , S E AT T L E U N I V E R S I T Y, 2 0 1 2
D I K W P Y R A M I D W I T H D E C I S I O N S S T E P S P U R S U A N T. C O M
C R E D I T S
C O L O R M A P T I M VA N D E VA L L . C O M
C O L O R H S L B A R S S N A P 2 O B J E C T S . C O M
C O L O R W H E E L O F VA L U E S E R I N S O WA R D S . C O M
G E N E R A L I Z I N G P E R C E P T I O N S A M P L E S C L O U D B I G U Y. C O M
I M A G E O F D I K W P Y R A M I D W I K I P E D I A . O R G
Beyond Information - The Importance of Presentation & Delivery - Brian Berrellez - April 26, 2016
C R E D I T S
E X A M P L E O F B A D C H A R T P E LT I E R T E C H . C O M
E X A M P L E O F G O O D D A S H B O A R D D I S P L AY D A S H B O A R D I N S I G H T. C O M
E X A M P L E O F G O O D TA B L E T E X . S TA C K E X C H A N G E . C O M
E X A M P L E O F L I N E H E I G H T " T H I N K I N G W I T H T Y P E "
C R E D I T S
E X E M P L A R Y C H A R T K E YA N K E I H A N I , Z A P B I . C O M
P I E C H A R T E X A M P L E WA LT E R H I C K E Y, B U S I N E S S I N S I D E R . C O M
U LT R AV I O L E T I M A G E W H Y F I L E S . O R G
O T H E R C R E D I T S S O M E G R A P H I C S A R E U N I N T E N T I O N A L LY M I S S I N G C R E D I T
Beyond Information - The Importance of Presentation & Delivery - Brian Berrellez - April 26, 2016