Tag Archives: Design

Viz-Fest 2016 Day 2 – Deliverables and Communications #MRX #NewMR

Live note taking of the November 2016 Viz-Fest webinars. Any errors are my own.


 Making a big difference with small changes by Simon Dunn, Highly recommend watching!

  • Quotes
    • Tight line spacing suggests an amateur design, use wider line spacing
    • Change heavy dark text to less dark grey in keeping with the brand guidelines
    • When using a quote, maybe use a photo or a signature image
    • Use gradients in photos so the edges aren’t so stark
    • Good ideas for respondent quotes – different lengths and sizes
    • Maybe put quotes on individual slides, use cool large quote marks, transitioning between slides takes no more time and looks nice
  • Icons
    • com has lots of icons
    • Use online version of photoshop, com, to reverse colours to your brand as needed
  • Imagery
    • Often have many images you need to show, eg focus group images
    • Think about google images, put identical size borders between every image so they line up exactly [oh, I do this!] Maybe try to include unusual image sizes like very tall rectangle
    • Maybe put a large colour image behind the text to support what you’re talking about, put a colored square over the image so that it’s greyed out or blued out, or use gradients so it becomes white behind the words
    • [FABULOUS ideas here. Recommend watching the video.]
    • Could include a very simple chart over the image
  • Charts
    • Remove visual clutter or horizontal lines, order by percent, highlight the item in colour and put the rest in gray to show a comparison, maybe put a small icon at the bottom of each bar, e.g., apple, orange, banana, but also show the word label to avoid confusion
    • Put a giant percent number on a slide by itself with the essential words, or put very simple text in the middle of a donut chart, or create an image where 25% of oranges are coloured in orange, or use a picture of an orange where 25% is shared in orange and the rest in grey
  • Simplification
    • Traditional table with title on the top, table on one side, chart on the other side: remove all the table and chart junk, unnecessary colours, adjust scale to better fill the area, remove information that doesn’t add to the story, make table headers the same length and number of rows, consider colour shading, consider removing padding around tables
    • Create a duplicate slide so you can refer to the old version and see what you liked and didn’t like, and what you may want to add back in
  • Reduce and trim to the core message, stay with brand imagery and color, make sure imagery supports the story


Future Proofing and Automating Your Client Report Templates by Jon Hackenbroch, E-Tabs

  • You can make a PPT slide look like a dashboard
  • We are hovering between ppt offline reports and dashboard online reports
  • Dashboard is better for 100 country tracker [oh gosh, I can’t imagine replicating that report 100 times!]
  • Automating brings speed, accuracy, less stress, added value, can use interim data and build a project in advance, helps to remove the mundane aspects
  • If one thing goes wrong, it can affect everything else from tabs to reporting and must fix in each step along the way. With automation, fix it at beginning and it’s fixed all the way through
  • If people change projects along the way, automation remembers all the processes without them. It’s easy to replicate projects over the years.
  • Very easy to standardize projects even among different teams, Very easy to test out new options and revert to previous without loss of time
  • Make sure specs are clear – does top 5 brand mean top 6 if there are ties, or does it mean client brand plus top 4, or only brands with a minimum of at least X%
  • Consideration variation among countries before hand – if some countries have 4 or 5 or 8 brands in a category, will you chart only 4 for every country so that formatting and colour always match
  • What if one country only had the question added recently so it will need a bar chart instead of a line chart, need to prepare for this ahead of time
  • Wording changes or spelling changes can affect automation to make sure it identifies things properly
  • Test the template setup so that nice designs don’t have overlapping bars and words when they’re used with real data [this is why I like indexed data]
  • Test if design looks different for a brand with 2 words vs 50 words on the screen
  • Automation means you can check one report thoroughly and then spot check the rest
  • Consider how a project will revolve over time, maybe need to add more brands or more countries or more answer options in future waves
  • So much is lost with staff changes and automation helps with this [sigh, I’ve been in that role, it’s no fun trying to figure out how someone did something]
  • Reports can be prepared in record time
  • Check the data first not the formatting
  • Don’t try to show as much as possible, figure out how to make things uncomplicated
  • Don’t throw significance values over the place, focus on the essential values
  • Retain access to your raw data! Don’t let it reside in another company or you could lose it forever.


DIY Creativity…. – Yes, You Can Do It! Increasing understanding by allowing for authenticity By Edward Appleton and Katharina Ladikas at Happy Thinking People, Highly recommend watching!

  • Results become more vivid, come alive, keep stakeholders engaged, longer sessions don’t seem so long, memorable
  • We deal with complex subject matters so we need understanding to be more accessible
  • We do this by adding authenticity by changing the visual impact or making the results more tangible
  • Our daily lives are bombarded with visually stunning images, perfect colours, sharp contrasts, stylish looks, polished, professional, anything less than stunning is boring and dusted
  • But perfect doesn’t necessarily help us understand the content, perfect does not equal authentic, perfection creates a distance [Totally agree, glad they discovered the obvious because I certainly didn’t]
  • How do we increase authenticity? DIY creativity refers to DIY scribbles and DIY handicraft! It’s fun, intuitive, fast, customized, only need a pen and paper, non-polished and non-professional on purpose!
  • DIY is not just for ready made pictures and icons, it’s about creating them yourself
  • When people hold a pen, it helps them remember and concentrate, let’s use these scribbles in a more meaningful way, a cute hand drawn cow can be much more memorable and appealing than a photo or professional illustration [I’ll have to tell my SO that I don’t need his computer animated robot for my People Aren’t Robots book. J ]
  • Draw on paper, take a photo, screen cap it, crop it or color it, and use it anywhere [I AM SO GOING TO DO THIS!!!]
  • Scribbles
    • Use it to simplify a complex chain of events – playful scribbles with keywords underneath
    • Key sections of a presentation – draw pictures of shirt, dress, skirt, sweaters
    • Guidance in a 3-hour presentation – pictures of each section, reference points throughout
    • Orientation in a workshop – drew nametags for people, table stands to find the right places
    • Make people feel welcome immediately – added little scribbles to each chair which made people smile and feel happy
  • DIY Handicraft
    • Customized, on the spot, and involving, imperfect on purpose
    • Get art supplies, glue, fabric, pipe cleaners, felt, anything from a dollar store
    • Product innovation – have people make their ideas more realistic, create different packaging
    • New jewelry line – people brought new product line to life
    • DIY creativity is more pleasant, more smiles than frowns, engage visually and emotionally, and it prompts things to happen. This is not about saving money or avoiding using the creative department. Clients lean forward and engage differently. Think of adult colouring books. Easier for clients to remember it, makes it emotional which is the beginning of action.
  • [Lovely drawings of yourselves. Love your hair 🙂 ]


Immersion Techniques in Stakeholder Communications by Brett Bridges

  • [sorry, my sound cut out for a while :/ ]
  • Created four social stations – Recreated a social setting, comfy chairs and coffee table
  • Life-size infographics, six feet tall, to frame up what was important about a group, demos, business, stats on healthcare, grounding information for participants walking through exhibit
  • Recreated a doctor’s office to immerse people in the topic, video of health care as a latino, audio testimonials to bring voice of consumer, booklet on the table to share competitive intelligence about what is working in the industry, interactive tablet with first person perspective game depicting a visit to the emergency room where trying to understand a complicated language in a second language is so difficult
  • Third station was immersing in the values of the group using an immersion wall, like a hands on museum, contextual information and contextual objects, as seen in the in-home ethnographies, kids drawings, religious symbols, books, artwork to help audience understand the group, their identity which is important for messaging
  • Station four was interactive insights platform – write a post-it note with aha comments, what they’d do differently now, put them up for other people to see and share in, online platform to understand more depth, video, images to engage people, get more after they left the station because it was a website, they can keep the website updated even after the initial event, no worries about version control
  • Enabled a more authentic relationship with Latinos, for product development, portfolio planning, marketing, planning, dealing with language barrier, operations, call center staffing and training, insights, drive understanding and action
  • Big investment but it can be done on a smaller scale, doesn’t have to be a big exhibit, uses pieces of it, each tool can be used separately to drive empathy
  • Identify defining experiences, stories, objects to vividly recreate them through different mediums

How a Mobile-Enabled World is Changing Research Presented by Roddy Knowles, Director of Mobile Research #CRC2014 #MRX

CRC_brochure2013Live blogging from the Corporate Researchers Conference in Chicago. Any errors or bad jokes are my own.

How a Mobile-Enabled World is Changing Research
Presented by Roddy Knowles, Director of Mobile Research

  • “This is the year of mobile” we say this every year
  • what steps do you take for mobile friendly design
  • 1 in 5 survey starts on a mobile device; 2 in 5 panel enrollments is on a mobile device – this is a 100% increase over last year
  • over time, people realize that surveys aren’t always designed for mobile devices
  • meet responders when and how they prefer – at home, work, on the bus
  • mobile reminds us that real paper take our surveys, we lose the human element sometimes
  • Mobile helps with feasibility, data quality, and representativeness
  • Data quality
    • bias towards visible answer choices
    • scale biases
    • count biases – few choices selected on a long list
    • straightlining – mitigated by good design
    • you need to test your specific situation to be aware of potential problems with your survey
  • Data comparability
    • data generally comparable
    • [remember – even if you give the same survey to the same people just one day apart, the data will be different]
    • excluding mobile people from a desktop survey means the data will be less representative, less tech savvy people, fewer early adopters, fewer shopping-centric people, certain tech occupations excluded
  • Best practices
    • avoid wide grid qrid on a smartphone – people still do this!
    • responsive design is not a large font grid on a smartphone
    • keep it short, try for ten minutes
    • use fewer answer options where possible
    • aim for a 5 point scale
    • make sure all scale points are visible without scrolling
    • allow “fat finger” responses on a phone, tiny radio buttons mean you will hit the wrong button
    • avoid need to scroll, pinch, and zoom
    • open ends are shorter but ask the questions well – don’t ask for a novel, ask for a succinct response
    • you can use audio/visual but test it first. if people can’t see the video your data will be poor quality
    • don’t use flash
    • use responsive design – PROPERLY, make sure text size is good
  • they’ve created a scoring system to show four buckets – mobile optimized (you might get a hand-written thank you note if you score this high), mobile friendly, mobile possible, mobile incompatible
  • let’s not torture panelists
  • not every survey is designed to be a mobile survey so don’t do it if it’s not
  • response rates have doubled, dropouts have dropped, fewer reminders, more efficient [impressive!]
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