mfs facilitated meeting 5 · 2019. 8. 21. · 6/11/2019 1 welcome! muskie school of public service...
TRANSCRIPT
6/11/2019
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Welcome!
Muskie School of Public ServiceUniversity of Southern Maine
The Maine Food StrategyMarket Data Workshop, Needs Assessment, and Networking Event
May 30, 2019
As we convene this morning,
Talk Amongst Yourselves:
• From your perspective, who is (are) data “for?”
• How can data help you to do your work?
• What do you hope to achieve today?
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This Morning’s Goals
Learn ways to use your data better
Identify good data to track and use
Consider important questions to ask your data
Learn ways to tell your organizational story(with data!)
Visualizing Data to Tell Your Story
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Why are we talking about stories?
“Data storytelling is the blending of two worlds: hard data and human communication.
It’s a compelling narrative crafted around and anchored by compelling data.”
– Katy French
From: French, K. (2017). Why Data Visualization + Storytelling Is Marketing Gold.
Infographic• Tells one specific story• Hand crafted every time• Guides conclusion of the
audience• Designed for audience
appeal and comprehension
From: University of Vermont Extension School. (2016). Annual report 2016: University of Vermont Extension School & Vermont Agricultural Experiment Station. Retrieved from https://www.uvm.edu/sites/default/files/annualreport2016.pdf
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From: Fishell, D. (2017). Bangor’s shrinking population reflects a northern Maine trend. http://widgetsanddigits.bangordailynews.com/2017/05/25/demographics/the-northern-maine-exodus-continued-in-2016-census-says/
Data visualization• All about numbers• Role to simplify a lot of data and
present it all in one place through a graph, map, or chart
• Can allow for audience to draw own conclusion
before
In order to provokeaction .
Know your data, purpose, audience, and key message you create.
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From: http://viz.wtf/post/59697293967/hes-243-baby-boomer
What’s wrong with this picture?
Good Graphics Process
ResearchIdeationThumbnail sketches*Rough drafts First critiqueDesign developmentSecond critiqueFinal presentation
From: Cecilia Ziko From: http://www.dear-data.com/theproject
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Prioritization/ranking
Grouping/proximity
321Sequence/order
The Toolbox: Organization
With text use: color, width, size, color intensity, position, and grouping for emphasisenclosure
The Toolbox: Text
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100% of participants
completed the program within 8 weeks
The Toolbox: Words
Paletton.com
colorbrewer2.org
Coolors.co
Color Blindness Simulator
The toolboxThe Toolbox: Color
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The Toolbox: Images
20% of children in Maine
1 in 5children
The Toolbox: Icons
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38% of interviewees observed changes in practice.
More than half did not observe changes in practice.
The Toolbox: Icon Arrays
From: Maine Harvest Bucks. Find harvest bucks across the state! Retrieved from http://www.maineharvestbucks.org/
The Toolbox: Maps
SOURCE: Bureau of Economic Analysis, per capita personal consumption expenditures by state in the "food and beverages purchased for off-premises consumption" category.
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From: Educate Maine. (2016). Education indicators for Maine 2016.
The Toolbox: Maps as Icons
Table vs. chart
AskAm I conveying many individual data points or
am I trying to show an overall trend instead?
If reader needs to see individual data points…tableIf not…chart
The Toolbox: Tables & Charts
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Before
From: Emery, A. (2017). Transforming a table: Four charts and four different stories. Ann K. Emery blog. Retrieved from http://annkemery.com/transforming-table/
Afte
r
Maine Department of Environmental Protection. http://www.maine.gov/dep/water/invasives/inspect.html?mc_cid=aecd7d9698&mc_eid=[UNIQID]
The Toolbox: Bar Charts
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From: Evergreen, S. (2014). Data visualization checklist
Let’s make them better.
From: Kirk, A. (2014). Design of nothing: Null, zero, blank. Presentation at OpenVis Conference. Retrieved from https://www.youtube.com/watch?v=JqzAuqNPYVM
The Toolbox: Line ChartsTrends over time
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Tufte, E. Pie chart. Online forum.
International Association for Statistical Education. Good and bad graphs.
ProportionsThe Toolbox: Pie Charts
When pies are better than bars…
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Significant Other Test
From: Emery, A. , Morariu, J., and Means, A. (2014). Significant other test from DataViz! Tips, Tools, and How-tos for Visualizing Your Data . 2014 nonprofit technology conference, Washington DC. http://www.pointk.org/resources/14ntcdataviz-slides?referer=L3Jlc291cmNlcy9zZWFyY2gvcmVzdWx0cz9tb2RlPWJyb3dzZSZjYXRlZ29yeT00OQ==
“Dataviz Design Process”
1. Select your story2. Reduce clutter3. Directly label4. Emphasize key finding with
color5. Summarize story in title
From: Emery, A. , Morariu, J., and Means, A. (2014). Significant other test from DataViz! Tips, Tools, and How-tos for Visualizing Your Data . 2014 nonprofit technology conference, Washington DC. http://www.pointk.org/resources/14ntcdataviz-slides?referer=L3Jlc291cmNlcy9zZWFyY2gvcmVzdWx0cz9tb2RlPWJyb3dzZSZjYXRlZ29yeT00OQ==
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C r e a t i n g a S i m p l e D a s h b o a r d
Display critical
information
User-friendly (easy to read)
Visuallyappealing
What is a dashboard, anyway?
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A simple dashboard in 8 easy steps.
Source: Ann K. Emery
1. Start with a spreadsheet or table…
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2. Declutter
3. Group into Categories
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4.Add
White Space
5.Add
Visuals
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6.User
Language
7.Text
Hierarchy
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8. Branding & Colors
A Simple Dashboard in 8 Easy Steps
1. Start with a table2. Declutter3. Group into categories4. Separate with white space5. Add visuals6. Write user language7. Apply text hierarchy8. Brand with fonts and colors
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Setting Up A (Slightly) More Complex Dashboard
• Direct entry• Import/link to
source
1. Raw Data
• Formulas/ calculations
2. Summary Tab(s)
• Visuals and charts
3. Dashboard Tab(s)
Cell borders
Sparklines and conditional formats
Big font (24 pt), centered horizontally and vertically
Custom colors
Background fill (white)
Source data
Bar chart with negative axis
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NUMBERS What is the data point?
Is it clear how the numbers have been analyzed? Do you know the “n” if applicable?
CONTEXT Do you know who is presenting the data?
Does that inform the call to action?
Do the numbers make sense?
Do any comparisons help to add meaning?
VISUAL Is the visual decluttered? (Have unnecessary lines and legends been removed?)
Could it be more simplified? How?
Is the story summarized in the headlines? Are captions or annotations added when more details are needed?
Are labels used to make it easy for the audience to understand what they are looking at?
Does text use the following to highlight what should stand out to the audience? Color Width Size Color intensity Position Grouping for emphasis
Are graphs or images used effectively to show context and make connection?
Start with these three main questions…
What’s the point?! What is the headline story the visual is attempting to tell?
What is the call to action?
Does the visual convey the message alone, without addition context or story?
Assess your
data visualization
A c t i v i t y T i m e !
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Data Best Practices and How to Leverage What You Have
Using data to inform your work is an ongoing discipline.
Data is a means to an end.
Before you embark on a data journey, ask yourself, “Why?”
• For whom?• To what end?
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Identify
Describe
Develop
STEP 1: IDENTIFY
• What are we doing?• Should we change anything?• How can we change it?• How will we know if it worked?• What is our strategy?
Test
Analyze
Implement
Learn
Identify
STEP 2: TEST IT!• Let’s test it (small)!• Did it work?
STEP 3: IMPLEMENT
• Let’s do it big!• What was different this time?• What worked?
REPEAT.
Questions for Continuous Quality Improvement (CQI)
Identify
Describe
Develop
TestAnalyze
Implement
Learn
Take a First Look
MeanMedianModeMinimumMaximum
The Five M’s
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Does this make sense?
Investigate underlying numbers, missing data, big shifts and outliers.
Dig a Little Deeper
For example: who had greater impact?
50% 50%
3
2/
75
50/Total Qtr 1
Total Qtr 2
Location 1 Location 2
Rate of increase:
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Context Matters
Compared to what (who, when)?
Another time,place, group, organization.
What do you want?
What do you have?
Here!
Where do you start?
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Choosing Data Points – A Base Recipe
Quickly Changing
(e.g. quarterly)
FinancialHealth
Indicators
AnnualTrends
• # New Customers, # New Vendors • # Products, # Sales,• Assets, Liabilities, Revenues, Gains, Expenses, Compensation
and Related Expenses, Cash flows
• Projected Year-end Cash• Days Cash, on Hand Months Operating • Personnel Cost Ratio
• Burn Rate (e.g. rolling 12 month average; difference between starting and ending cash balance / 12 months),
• Total Revenue• Total Expenses• Total Sales
Adding Context to Your Data
OrganizationalIndicators
Comparison Data
• Indicators that represent your work you are doing, not just from a financial point-of-view
• Example: Customer satisfaction, # investors by type
• Geography, demographics, marketing strategies, etc.• Internal goals/benchmarks, historical info, peer
benchmarks, industry standards• Example: Do sales or communication do better in
certain geographic locations?
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• What data do you have that has already been collected?
• What data are you currently collecting?
Do a Data Inventory!
Where to look for data (that you may already have!)
Assets Liabilities Net Assets Revenues Expenses Compensation Cash flows
• Accounting & Sales
• Human Resources
• Marketing & Communication
• Customer Satisfaction Surveys
• Online Analytics (e.g., Google Analytics, Facebook Insights)
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Communities & People Health Education Economy
Criteria for inclusion:• Reputable • Relevant • Accessible• Free
Searchable and filterable by keyword, data level and format
Where to look for data (that you might find helpful): DIP Data Scan
Sample From Economy Section
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Sources to Explore
https://cbb.census.gov/sbe/#
https://mainefoodatlas.org/
https://www.maine.gov/labor/cwri/
https://trends.google.com/trends/?geo=US
D a t a C h e c k
1. What data do you already collect?
2. How does this data relate to your strategic goals or objectives?
3. How can you use this data?
4. What are the challenges to collecting those data?
5. (How can you make it better?)
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Closing and Evaluation
One next step or take away related to data?
Sarah Krichels Goan [email protected] Hawes [email protected]
Emilie Swenson [email protected] Way [email protected]
Rachel Gallo [email protected] Wurwarg [email protected]
Ryan Wallace [email protected] Yeitz [email protected]
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Welcome!
Muskie School of Public ServiceUniversity of Southern Maine
The Maine Food StrategyMarket Data Workshop, Needs Assessment, and Networking Event
May 30, 2019
Quick Poll!
• Name and what sector you are from
• How often do you…
• use data? • track data?
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This Afternoon’s
GoalsIdentify the highest priorities at this time
Generate a list of data needs, gaps, and challenges
Propose potential solutions to consider
Articulate next steps for action (and who needs to be involved)
Data Needs and Challenges: Examples
• Where to find…• Competitor data• Pricing data• Market data
• Quality/Timeliness of data• Consistent language• Repository of facilities• Fees to access data
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Small GroupDiscussion #1
1. What are your most pressing needs for data?
2. What are the most challenging aspects of getting data you need?a. Consider: capacity (skills, resources),
3. What are some possible solutions to these problems?a. How could we work together?b. What role could Maine Food Strategy play?c. Who else needs to be involved?
Small GroupDiscussion #2
FeasibilityHigh Low
Imp
ort
an
ceH
igh
Yes, definitely do this! Consider developing the capacity to do this.
Low
Probably do it if there is any benefit. No, do not waste efforts on this.
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Closing and Evaluation
A next step or take away related to data?
One word to describe how you are feeling today
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Sarah Krichels Goan [email protected] Hawes [email protected]
Emilie Swenson [email protected] Way [email protected]
Rachel Gallo [email protected] Wurwarg [email protected]
Ryan Wallace [email protected] Yeitz [email protected]