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I find it interesting to check out how other organizations are integrating infographics and information design into their work. So when I ran across the Bill and Melinda Gates Foundation using information design to communicate their findings for their Living Proof Project, I thought it was worth exploring in a little more detail to see if anything could be learned from looking at what they were doing.

The Living Proof Project uses flash interactive infographics (at least for their online infographics). Interactive infographics are great for posting on your website or integrating into a presentation. They engage the audience and can provide multiple layers of information without cluttering the graphic.

On the other hand, interactive infographics may not be the best fit for your project for a number of reasons–ranging from how you plan to use the infographic to it’s just not in the budget.

Whether you hope to create an interactive or static infographic, I believe you can always learn something from looking critically at the work of others (even if you know you will have to make modifications to fit your own design requirements).

Below are some ideas of how you might apply design strategies from the following examples to your own work.

United States’ 2010 Federal Budget For Global Health Spending

- Start with a key fact that puts your information into context of the world around it.

- Follow up that key fact with supporting facts for each issue you are trying to highlight.

The non-interactive graphic version: You can still apply this same concept. Just remember to start with your key fact at the top of the page and build out your key findings below.

Progress Against Polio

- Integrate your timeline with a map. This is a great way to visually show progress over time.

- Keep the number of categories on your map relatively simple. Making it easy for the viewer to quickly interpret your key message.

The non-interactive graphic version: Create a series of maps that your audience could page through or show in a series on a single graphic.

The Benefits of Breastfeeding

- Keep your message simple and to the point. Save the details for the full report.

- Try using photos that connect to your message, rather than data. Sometimes this can be just as or more effective than facts.

The non-interactive graphic version: Apply this concept to a four page layout or to a single graphic image divided into four quadrants.

In addition to the infographics used to communicate key findings, the Living Proof Project uses another information design strategy to report results—simple, but well designed progress report sheets.

Below I’ve highlighted some of the key components used in their progress reports as a potential template of sorts for what you may want to include in your own (understanding each project is different).

  1. Use one large image, rather than many images. Many times this provides a greater impact for your piece.
  2. Start your report with bold text to introduce the report’s key message.
  3. Be consistent with categories across various reports. The categories in these reports include: Overview, Progress, Advances, Results, Moving Forward.
  4. Choose one key graph, rather than cluttering the report with many.
  5. Use callouts to highlight a key definition and/or specific case study.
  6. Provide your sources.
  7. Keep your report to a manageable length (2-4 pages).
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A couple weeks ago I attended a one-day course on presenting data and information taught by Edward Tufte. It was a thought provoking course with lots of useful tips for effectively presenting information. Here are just a few I jotted down in my notes.

  1. Don’t pre specifiy data sources or methods before creating an infographic. Instead approach the graphic by using the “whatever it takes” approach to answer the question presented.
  2. Respect your audience. Think of your audience as busy, not stupid.
  3. When creating a flow chart, remember that the items are the nouns and the arrows are the verbs and the main reason for presenting information in a flow chart is to understand causality.
  4. People think at their best at 12”-24”. Dedicate more time to your handout than your PowerPoint.
  5. You should never need a legend for your graph. Instead put all the needed information for interpretation on the graph.
  6. A graphic shouldn’t show one data point.
  7. Find good examples and copy them.
  8. Check out the sports or financial sections in the newspaper to find good examples of how to present lots of numbers in a table.
  9. The principles of analytical design are the same as analytical thinking. Show causality. Show comparison. Show multivariate data. Integrate evidence. Document work. Assist thinking. Content counts most of all.
  10. There is no such thing as information overload, only bad design.

If you don’t know who Edward Tufte is, here’s his quick bio from his website:

Edward Tufte has written seven books, including Beautiful Evidence, Visual Explanations, Envisioning Information, The Visual Display of Quantitative Information, and Data Analysis for Politics and Policy. He writes, designs, and self-publishes his books on analytical design, which have received more than 40 awards for content and design. He is Professor Emeritus at Yale University, where he taught courses in statistical evidence, information design, and interface design. His current work includes landscape sculpture, printmaking, video and a new book.”

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Wow this week has flown by, and I realized I never got around to my weekly blog topic. Since I didn’t get a chance to write one this week I’m passing a link along to another blog article posted yesterday on the Harvard Business Review that I found interesting.

The Four Phases of Design Thinking by Warren Berger

“What can people in business learn from studying the ways successful designers solve problems and innovate? On the most basic level, they can learn to question, care, connect, and commit — four of the most important things successful designers do to achieve significant breakthroughs.”

…click here to read the complete article.

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Source: http://www.physics.csbsju.edu/stats/display.html

Okay so you may have guessed, I’m not going to share secrets to using infographics to lie with your statistics. Instead I came across this cartoon on the web and it reminded me of the power information designers have over what story is being told of the data. Although there may be multiple stories within an individual dataset, it is always important to remember the way the data is presented to an audience can either help or hinder an accurate interpretation of it (even if you are not intentionally trying to lie with statistics).

Here are a couple things to check to make sure your data is being accurately represented in your infographic:

  • Check proportion and scale. If you are using images or icons in place of bars, lines or pies, it may be easy to unintentionally skew proportion or scale of your data points.
  • Be careful with 3-dimensional graphs. The angles or volumes used in these graphs can sometimes make it hard to accurately compare data.
  • Make sure the appropriate information is included. Information overload can sometimes make it difficult to understand a graphic, but you also want to make sure your graphic is not too over simplified. Double check that critical information for understanding is included for your audience.

What are your biggest concerns or challenges when translating complex information to a graphic?

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This week I thought I would pass along an example of a nicely composed visual summary as a way to summarize my June tips on the topic. It was created by the organization called Big Duck out of Brooklyn, New York, which specializes in communications work for nonprofits.

The project highlights the 10 Things everyone should know about New York City charter schools. I think it does a nice job of integrating different graphics along with text to convey its key message.

A couple tips from this example that you can directly apply to your own work:

  • Uses data to back up each main point, but go beyond the standard bar, line and pie charts (although one pie chart is used in the summary). I think this makes the data more interesting.
  • Although there are multiple layers of information in this summary, stick to a simple color scheme that will not overwhelm the viewer. This will also make the use of orange or a warm color particularly effective in attracting attention to key items on the page.

You may also want to check out the blog article that this project was posted in called a picture’s worth 1,000 words: Information graphics for nonprofits.

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In continuation from last week’s blog topic “What to include in an effective visual executive summary” this week I thought I’d explore the pros and cons of a few popular options for presenting your summary information. Hopefully, this will help you determine what format(s) will best achieve your objectives.

[Note: The previous post primarily focused on items to include within a print piece. In this post, I have decided to also include information about the pros and cons of presenting your information in a digital format to give you another option to consider.]

The 1-2-pager (standard paper sizes)

*Pros

  • Your audience may be more likely to engage with the information by not feeling intimidated to take notes directly on the summary
  • Save on printing costs by printing directly from your personal printer
  • Easily accessible for your audience to download and print a personal copy if you post a pdf version of the summary to your website or attach to email

*Cons

  • May not appear as professional if created as a standard Word doc or printed from a personal printer
  • Easier to update content for future use
  • Not as engaging for web use

Professionally printed brochure/booklet

*Pros

  • A professionally designed and printed piece will stand out from the crowd and capture your audience’s attention
  • Will provide you with the most design flexibility
  • Audiences can easily download and view materials if posted as a pdf online

*Cons

  • Higher printing costs and costs to making future edits
  • Not as engaging for web use

Animated video clip

*Pros

  • Engaging and interactive for audiences
  • Can easily insert into PowerPoint presentations and post on your website
  • Potentially more options for creatively communicating your information

*Cons

  • Has to be viewed on a computer or digital device
  • May be more difficult to make changes to the data or information as updates occur

In general, remember that your information summaries are a marketing piece for your organization as well. Therefore, make sure to include your logo, or stick to your standard color palette or fonts if you have them. This will provide you a consistent look across organizational materials.

-Elissa Schloesser

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You have collected all this great information. Now how can you present it in a way that moves it from just a lot of great information to action? One tool is creating an effective “visual” executive summary that quickly summarizes your key finding or messages to engage your audience and get the conversation started.

You may be thinking, okay this is not a rocket science idea. I already write executive summaries for my reports. If you do, you are already off to a great start. By taking your current executive summary just one step further and making it a “visual” executive summary, you will be more likely to clarify your key points, engage audiences, and actually use the information that you spent a good deal of time collecting.

So what is a “visual” executive summary? A “visual” executive summary is a tool that integrates visual aids and design to highlight your key findings or messages.

Where to start?

Always start with determining your key findings or messages. All the other items on the page will be support these items.

Keep the text to a minimum. Save your descriptive writing and analysis for the full report. You just want to provide enough information to engage your audience and get the conversation started.

Once you have determined your key findings or messages, here is a list of a few visuals you will want to consider including in your summary. Not all items are necessary to include in every summary. Only include items that directly support your main points.

  • Graphs or charts: Typically you will want to include a graph or a chart if you have strong data to support your main message. Many times people will look at the graphs or charts and not read the text. Just make sure they are easy to understand (more on this topic in other blog posting).
  • Infographics: Graphs and charts are a form of infographics, but many times I like to think of using infographcs as a visual that helps to explain a complex process, activity, procedure or organization. This may be helpful if you are introducing a new way of doing something or your findings are based on a particular process.
  • Maps: Maps are also a form of infographic, but felt they were worth mentioning separately. Maps can be used to not only show location reference, but are very useful in quickly explaining geographic distribution of information. They are great to include if you want to show how particular pieces of data compare across a region.
  • Photos: Sometimes a picture really is worth a thousand words. Just make sure you are not including photos for the sake of including photos. Make sure they relate to your main message and are large enough to see for the highest impact.
  • Quotes: Quotes are not necessarily thought of as a visual, but they can be used as a graphic element. Quotes can personalize findings and further emphasize key messages.
  • Logo(s): Lastly, you will most likely want to consider including your logo. Although the primary purpose of the “visual” executive summary is to clarify findings and messages, it also serves as a marketing piece for your organization.

Once you have determined what items will best support your message it is time to package the information into a format that successfully pulls it all together. But I’ll save my tips for doing that for next week’s blog topic.

-Elissa Schloesser

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Before letting your designer loose on your design, you may want to make sure you have effectively communicated your design vision with him or her. Ideally, he or she will ask you these good design program questions up front, but I thought I would provide you with a head start to get you thinking about what you hope to accomplish with your design.

  • Who is your target audience? Be specific. Our target audience is policy makers, funders, other professionals in our field, consumers, etc.
  • What key message(s) do you hope to communicate with the design? We are professional, creative, engaging, etc.
  • Is there certain information that is more important than other information that you would like to highlight in the piece? We would like to emphasize our key findings, important quotes, photos, specific messages, etc.
  • How will this piece be used? We will use it to support advocacy efforts, to market our organization, to educate, to explain complex information, etc.
  • How will this piece be viewed? It will be primarily viewed online, within a presentation, printed on personal printers or professionally, etc.
  • Do you have standard colors, fonts, or logos that are required to be included in your design? Yes, we have design standards. No, we do not. Or we have design standards but we are hoping this piece will vary from them in a certain way.

Lastly, if possible gather examples of other similar projects that you both like and dislike. Be able to explain specifically what you like and dislike about them. Designers are visual people (along with many others), so this is a very useful technique.

-Elissa Schloesser

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“Nothing is original. Steal from anywhere that resonates with inspiration or fuels your imagination. Devour old films, new films, music, books, paintings, photographs, poems, dreams, random conversations, architecture, bridges, street signs, trees, clouds, bodies of water, light and shadows. Select only things to steal from that speak directly to your soul. If you do this, your work (and theft) will be authentic. Authenticity is invaluable; originality is nonexistent. And don’t bother concealing your thievery – celebrate it if you feel like it. In any case, always remember what Jean-Luc Godard said: “It’s not where you take things from – it’s where you take them to.” -Jim Jarmusch

I thought this was a thought provoking quote. It isn’t the first time that I have come across this advice either.

Obviously, I am not promoting copying or directly stealing anyone’s work, but it reminds me to constantly keep my eyes open to how other places are communicating information and messages. You can learn a lot. It also can provide needed inspiration from surprising locations.

-Elissa Schloesser

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How can I apply the principles of the “weather map” to make my own information easier for audiences to understand?

Here are three quick tips:

  1. Choose appropriate colors. Culturally we associate certain colors with various meanings. For example, reds and oranges are associated with warm, while blues and purples are associated with cool. The weather map does not contradict this understanding, but uses them to make it easier to understand the visual. Choosing the right colors will make your information easier to understand. This does not require you to have a broad understanding of color meaning; rather just stop to think about what colors you would find easier to understand. For instance, would you think of green or red to be more likely associated with a negative number?
  2. Be consistent. Most weather stations don’t decide to modify their Doppler radar color for rain. Instead they stick with green. Green equals rain. Easy to understand. You can apply this principle to your graphics as well by being consistent with the symbols, icons, and colors you use across multiple figures. It will make it easier for your audience to quickly process the information. They won’t have to take the time to relearn what items mean in each graphic.
  3. Consider detail and scale. If you want to know what the weather will be like for your outdoor wedding, you want specific information. You would like to know specifically what the temperatures will be like at certain times of the day and the likelihood of rain for a given area. On the other hand, if you have two connecting flights on an upcoming trip, you may just be interested in knowing if any major storms will be coming across the country. In both situations you are interested in knowing what the weather will be like, but a very different graphic would be helpful to answering these questions. Therefore (here’s my broken record tip for all graphics), always consider your audience when making any choices about the level of detail or scale needed to produce the best information graphic.

-Elissa Schloesser

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