andy kirk's talk at the information plus conference 2016
TRANSCRIPT
THE SETTINGSTHE SUBJECT
THE STUDENTSTHE SESSIONSTHE TEACHER
THE SETTINGS
COMMERCIAL TRAINING: 168 events, 3,459 delegates
November 2011 to June 2016
COMMERCIAL TRAINING: 77 public events (46%) DATA VISUALISATION AND INFOGRAPHIC DESIGN
Training Workshop
The agenda is constantly refined to accommodate the most contemporary thinking and references. The final itinerary may be slightly different, and the precise times may vary, but here is an indicative outline of the typical 1-day agenda.
9:30 INTRODUCTION & FUNDAMENTALS Welcome to today’s workshop What is data visualisation? Key principles of good visualisation design10:10 Exercise – Instinctive critical evaluations | Review10:50 THE DATA VISUALISATION DESIGN WORKFLOW 1. Formulating your brief Exercise – A question of context | Review11:10 BREAK11:25 2. Working with data Exercise – Data familiarisation | Review12:10 3. Establishing your editorial thinking Exercise – Editorial brainstorming | Review12:30 LUNCH13:30 4. Developing your design solution Data representation - data encoding and chart type gallery Exercise – Making data representation choices | Review14:20 Interactivity Exercise – Design forensics14:45 BREAK15:00 Annotation, colour, composition Exercise – Design forensics (cntd.)16:00 Exercise – Design forensics: Makeovers | Review16:45 Data visualisation capabilities: Tools, resources and the ‘7 hats’17:00 FINISH
People attending these workshop sessions come from all backgrounds, organisation types and domain areas. These events are intended for all audience types and levels. You might be an analyst, statistician, or researcher looking to enhance the creativity and impact of your communications. Perhaps you possess a creative flair, as a designer or developer, and you’re seeing to enhance your capabilities in relation to data-driven activities. Maybe you do not personally get involved in the analysis or communication of data but coordinate others who do. You might be a frequent consumer of visualisation and infographic work looking to increase the sophistication of how you read, interpret and evaluate the effectiveness of such designs.
The most critical attribute is curiosity: an instinct for discovering and sharing insights from data, and an interest in approaching your data visualisation and infographic work with a fresh perspective. You should have a willingness to contribute to discussions during exercise activities and do so in a respectful and constructive manner.
To view a selection of testimonials from previous workshop participants visit www.visualisingdata.com and click on Training.
The ‘Introduction to Data Visualisation and Infographic Design’ 1-day workshops aim to provide delegates with an accessible and comprehensive introduction to data visualisation and infographic design.
The focus for this training is the craft of this discipline, helping delegates to know what to think, when to think about and how to resolve all the analytical and design decisions involved in any data-driven challenge. There are four over-riding objectives for these workshops:
To challenge your existing thinking about creating and consuming visualisation works, refining the clarity of your convictions about good visualisation design.
To enlighten you about the range of analytical and design options, such as chart types, features of interactivity, annotation, colour applications, and composition.
To equip you with an efficient workflow giving you the confidence to make the best choices based on a foundation of design principles and practical guidelines.
To inspire you by broadening your visual vocabulary, by exposing you to latest techniques and contemporary resources, and by giving you a road map for developing your data visualisation capabilities.
Andy Kirk is a UK-based data visualisation specialist: A design consultant, training provider, lecturer, author, speaker, researcher, and editor of an award winning website.
Since becoming a freelancer in 2011, Andy has delivered over 160 public and private training events in 17 countries across five continents. Recent clients include Penn Medicine, Standard Chartered, Astra Zeneca, Hershey, and CERN.
Andy’s teaching activities extend to visiting lecturers positions at the Maryland Institute College of Art (MICA) in the US and at Imperial College in the UK, delivering data visualisation modules on two respective Masters programmes.
The workshop session is structured around a proven design methodology where we will build up, stage by stage, a detailed understanding of all the different aspects of decision-making that goes into all data visualisation or infographic design work.
Whilst the event is described as an ‘Introduction’, this does not mean it is pitched at a ‘basic’ level: data visualisation and infographic design teaching is really framed by the time available - and the breadth/depth achievable - rather than any meaningful distinction made between beginner, intermediate and advanced topics.
The content is delivered through a blend of teaching, discussion, and group practice. The practical exercises vary in nature from evaluating works, conceiving ideas, identifying best-fit solutions and exploring data. The most technical of the exercises will involve looking at data in Excel. There may be some sketching tasks but these are not a test of artistic capability, rather conceptual thinking.
These workshops are designed to be technology neutral, they are not focused on or based around any specific tool or programme. There will be a short section providing an overview of some of the most essential and common visualisation tools currently in the market but the emphasis is on the craft.
All materials will be issued digitally (dropbox/USB stick) containing all training content, exercise files and a range of useful references. Attendees are encouraged to bring laptops to use as a workspace for the session. The only software requirements are Excel, a browser and a pdf reader. No other technical prerequisites exist.
TRAINING OBJECTIVES
THE WORKSHOP
WHO SHOULD ATTEND?
TYPICAL AGENDA
TRAINER PROFILE
2015 Winner ‘Best Dataviz Website’
1-day event
COMMERCIAL TRAINING: 91 private events (54%)
25% of the logos shown were clients in other capacity (design, consultancy) | The chart shows 75 unique clients across the 91 events.
COMMERCIAL TRAINING: Class sizes
November 2011 to June 2016. Class sizes are for all event types
TOO FEW FOR ME
TOO MANYFOR THEM46%
78 events
COMMERCIAL TRAINING: Classroom
ACADEMIC TEACHING: MICA (MPS) & Imperial (MSc)
MSc, since 2015/16Core module
Large class size (57)10 x 2hr lectures
Shared teaching role
Online MPS, since 2012/13Dedicated programmeSmall class size (5-15)
10 x 2hr lectures
ACADEMIC TEACHING: MICA (online) & Imperial (theatre)
THE SUBJECT
CONTENT TENSIONS: Dogmatic clarity vs. Human factorsDevelop reasoning beyond the common entry-points that (legitimately) shape early convictions
Data from an online survey conducted between 7th and 9th June 2016 and hosted via http://www.visualisingdata.com/2016/06/short-survey-data-visualisation-tool-skills with a total of 348 participants. This is NOT a survey of people attending/interested in data visualisation training.
CONTENT TENSIONS: Technical? Which tools? What level?
To make the best decisions you need to be familiar with all your options and aware of the things that will influence your choices
TEACHING FOCUS: Critical thinking
THINGS YOU COULD DO
THINGS YOU WILL DO
Design workflow
1. Formulating your brief
CRITICAL THINKING: Organised decision-makingGive everything a ‘home’: All matters of context
1. Formulating your brief
2. Working with data
CRITICAL THINKING: Organised decision-making Give everything a ‘home’: All matters of data
1. Formulating your brief
2. Working with data
3. Establishing your editorial thinking
CRITICAL THINKING: Organised decision-making Give everything a ‘home’: All matters of editorial eloquence
1. Formulating your brief
2. Working with data
3. Establishing your editorial thinking
4. Developing your design solution
CRITICAL THINKING: Organised decision-making Give everything a ‘home’: All matters of design
CONTENT TENSIONS: History and context?
CONTENT TENSIONS: Inspirational balance?
THE STUDENTS
FEMALE 52.2%
MALE 47.8%
DEMOGRAPHICS: Gender breakdown
Of the last 500 registered delegates for public workshops
CONSUMERS COORDINATORS
COMMISSIONERS
Visualisation literacy is more than just ‘making’
CREATORS
DEMOGRAPHICS: Roles
DEMOGRAPHICS: Challenging sensibilities
Frame their natural creative instincts around need to
appreciate role/rigour of data
DATA WRANGLER‘SCIENTIST’
OLDER
DESIGNERTECHNOLOGIST
YOUNGER
Encourage them to embrace more options, expand their
creative thinking
DEMOGRAPHICS: Challenging sensibilities
“PC”Why?
“MAC”Why not?
ACADEMICSays who? Says where?
STUDENTHow? HOW!?
DEMOGRAPHICS: Challenging sensibilities
Lecture 1: Fundamentals of data visualisation
Lecture 2: Visualisation design workflow
Lecture 3: Formulating your brief
Lecture 4: Working with data
Lecture 5: Editorial thinking
Lectures 1 – 5: Andy Kirk
Lecture 6: Conceiving the visualisation design
Lecture 7: Data encoding
Lecture 8: Constructing the visualisation solution
Lecture 9: Data-Driven Documents (D3.js)
Lecture 10: Case studies and current research
Lectures 6 – 10: Ass. Prof. Marc Streit
DEMOGRAPHICS: Challenging sensibilities
EARSQuiet people
MOUTHVocal people
DEMOGRAPHICS: Accommodating personalities
THE SESSIONS
TEACHING 45%
EXERCISE 21
DISCUSSION 14
BREAK20
TEACHING 35%
EXERCISE 28
DISCUSSION 17
BREAK20
1 DAY
2 DAY
2 DAY
1 DAY
WORKSHOP TEACHING: 1-day & 2-day events
WORKSHOP TEACHING: 1-day events
30 mins 25 mins
WORKSHOP TEACHING: 1-day events
FOUNDATIONSDefinitionsDistinctionsKey principles
HIDDEN THINKINGFormulating briefWorking with dataEditorial thinking
DESIGN THINKINGData representationInteractivity, AnnotationColour, Composition
CAPABILITIESToolsResources
FOUNDATIONSDefinitionsDistinctionsKey principles
DESIGN THINKINGData representation, Interactivity, Annotation, Colour, Composition
CAPABILITIESTools
Resources
HIDDEN THINKINGFormulating briefWorking with dataEditorial thinking
WORKSHOP TEACHING: 2-day events
FOUNDATIONSEvaluations
HIDDEN THINKINGContextual questionsData familiarisationEditorial brainstorming
DESIGN THINKINGChart vocabularyDesign forensicsDesign makeover
WORKSHOP ACTIVITIES: 1-day events
WORKSHOP ACTIVITIES: 1-day & 2-day eventsCRITICAL EVALUATIONS CHART VOCABULARY
FOUNDATIONSEvaluationsDecision forensics
DESIGN THINKINGChart vocabulary (extended)Design forensics (extended) Design makeover (extended)
HIDDEN THINKINGResponding to contextual scenariosData familiarisation x 3Editorial brainstorming x 2
WORKSHOP ACTIVITIES: 2-day events
WORKSHOP ACTIVITIES: Private events
WORKPLACE CHALLENGES/SURGERY
Lecture 1: Fundamentals of data visualisation
Lecture 2: Visualisation design workflow
Lecture 3: Formulating your brief
Lecture 4: Working with data
Lecture 5: Editorial thinking
Lectures 1 – 10 across 10 weeks, Live classes Sunday evenings
Lecture 6: Data representation
Lecture 7: Interactivity
Lecture 8: Annotation
Lecture 9: Colour & Composition
Lecture 10: Assignment presentations & Review
ACADEMIC ASSESSMENT: Credited and non-credited
SHORT, FOCUSED ASSIGNMENTSMODULE-LENGTH ASSIGNMENTS
IN-CLASS EXERCISESSPOT CHALLENGES
RESPONDING TO CONTEXTUAL SCENARIOS
ACADEMIC ASSESSMENT: Credited and non-credited
THE TEACHER
TIME
CONV
ICTIO
N
Understandable desire for simplicity, reliance on reductive principles
Realisation of the limitation of some rules, awareness of gaps
Recover from uncertainty through
learning & appreciation of nuances
As the field evolves, complacency grows, become too rigid
Challenge, learn & embrace new
ideas
Recognise increasing confidence & knowledge
1
3
4
6
7
2
5Theory becomes practice,
talent becomes second nature
PERSONAL DEVELOPMENT: Refining convictionsDeveloping more sophisticated convictions takes time
I wanted to learn toolsI didn’t want to be here
Had too much work to doNot enough about networks
The room was too coldDidn’t like my teamDidn’t like his font
The coffee tasted like sausage
TEACHING SKILLS: I don’t value evaluation forms…Unstructured, informal feedback through discussions more valuable