Webinars I offer public webinars once a quarter and will provide customized webinars when your staff are scattered in dozens of offices around the world.

Webinars

Public webinars are announced through my calendar and newsletter. Most are hosted by GrantStation because I’ve partnered with their team for five years and haven’t found anyone else who hosts webinars as seamlessly as they do.

Customized webinars take place at the day and time of your choosing and include your own data. This is how I often divide skills into a series of 60 to 90 minute webinars:

  1. The Data Visualization Crash Course
  2. Chart Choosing
  3. Design Principles
  4. Dashboard Design
  5. Spreadsheet Strategies

 

1. The Data Visualization Crash Course

Start here! 45 to 90 minutes

I begin with a trip down memory lane so attendees can see the skeletons in my own data visualization closet (and how I’d fix those graphs now that I’m older and wiser). Then, attendees learn the science behind visualizations like Gestalt principles and preattentive attributes; how to customize graphs for their audience; how to minimize the graph’s clutter; and how to intentionally draw attention to important sections of the graph with color and text. We look at a ton of before/after makeovers so attendees can see why and how these principles make a difference.

During my data storytelling workshops, I walk attendees through the step-by-step data visualization design process. First, attendees learn planning considerations so that they can customize graphs for their unique audiences. Then, we cover formatting considerations, like how to minimize the graph’s clutter and then intentionally draw attention to important sections of the graph with color and text.

 

2. Chart Choosing

45 minutes with discussion-based activities or 90 minutes with Excel-based activities

You learn to solve common problems like 3D exploding pie charts, cluttered bar charts, and spaghetti line graphs with more effective alternatives and to explore your dataset with spark lines, data bars, and heat maps.

During chart choosing trainings, I teach attendees to solve common problems like 3D exploding pie charts, cluttered bar charts, and spaghetti line graphs with more effective alternatives.

 

3. Design Principles

45 minutes with discussion-based activities or 90 minutes with Excel-based activities

Sometimes I’ll give this webinar in one go. Or, I break this content into three segments of 45 to 90 minutes each:

  • Decluttering: Research-based principles for removing unnecessary ink and focusing viewers’ attention on the data.
  • Emphasizing the message with text: Staff write titles and subtitles that state the graph’s takeaway message; add contextual clues with call-out boxes; and label their graphs with techniques that are legible for viewers with colorblindness.
  • Emphasizing the message with color: Staff reinforce branding by using your color palette and guide their viewers’ eyes towards the most important pieces of the graph’s story with saturation.

Staff learn to write titles and subtitles that state the graph’s takeaway message; to add contextual clues with call-out boxes; and to label their graph with techniques that are legible for viewers with colorblindness.

 

4. Dashboard Design

90 minutes to provide a dashboard overview and make 1-2 dashboards from scratch

Why wait until the end of the year to write a lengthy report when you can share data early and often with dashboards?

Dashboards often fall into one of these types:

  • comparing categories;
  • comparing categories over time;
  • tracking progress towards goals;
  • tracking progress towards goals over time;
  • a series of matching dashboards; or
  • a combination of any of these types.

You learn dashboard best practices; see my sample dashboards; and select the sample(s) you’d like to create from scratch in Excel during live screensharing. Some groups opt for multiple dashboard webinars so that they have an opportunity to create each of my nine styles. My dashboard module is quickly becoming the most popular, and for good reason—why wait until the end of the year to hand your audience a lengthy report when you share data early and often with dashboards?

 

5. Saving Time and Energy with Pivot Tables

90 minutes with live screensharing and hands-on practice

Pivot tables are the fastest, easiest way to make sense of spreadsheets. Whether you spend 10% or 100% of your day working with data, pivot tables are a must-have spreadsheet skill.

You learn to:

  • design your spreadsheet to be compatible with pivot tables;
  • create pivot tables from scratch;
  • navigate the field list, row headers, column headers, and filters;
  • run descriptive statistics such as averages, means, counts, and frequencies;
  • make sure your pivot table still works even after you’ve updated the raw numbers in your spreadsheet; and,
  • group items like names and dates together so that you can analyze them in aggregate.

 

All Webinars…

  • … are customized. I review your reports, slideshows, handouts, and dashboards. We might find that we should spend significant time on x and skip y altogether.
  • … include dozens of before/after makeovers so your staff can see how every edit makes a difference.
  • … are interactive. In low-tech webinars, we remake graphs through group discussions and sketches. In high-tech webinars, I provide Excel files—inspired by your real-life projects—so that everyone’s working from the same examples.

Here’s one training’s dataset with a dozen activities:

I introduce a topic and then give participants an opportunity to immediately practice that skill. I offer both low-tech and high-tech workshops. In low-tech workshops, we remake graphs through group discussions and sketches. In high-tech workshops, I bring Excel files—inspired by your real-life projects—so that everyone’s working from the same examples. Here’s a screenshot from one workshop’s activity file in which attendees created two graph styles, one providing a birds eye view and the other including specific values.

 

Learn More

Read the reviews, skim the book, and contact me.