Beyond Information - The Importance of Presentation ...uits.arizona.edu/sites/default/files/workshops/watt/UAccess... · COLOR FEELING COLOR FEELING COLOR Color evokes emotions, memories,

O V E R V I E W

CONCEPTSTheories of Perceptions

APPLICATIONCharts

Communications

CONCEPTS

P E R C E P T I O N S A N D O B S E R VAT I O N S A R E T H E F O C U S

The world is not just outside. It cannot exist without what is inside.

Beyond Information - The Importance of Presentation & Delivery - Brian Berrellez - April 26, 2016

C O L O R

Intention with Color

C O L O R

Color evokes emotions, memories, and instincts

Proximity matters

C O L O R

F E E L I N G

C O L O R

F E E L I N G

C O L O R

F E E L I N G

C O L O R

F E E L I N G


C O L O R

F E E L I N G

C O L O R

F E E L I N G

C O L O R

Color evokes emotions, memories, and instincts

Proximity matters

C O L O R

C O L O R

Use earth tones, blues, grays for the dominant colors

Other colors should have intentional meaning!


C O L O R C O L O R

C O L O R P E R C E P T I O N

Proximity

Continuity

Simplicity

Similarity

Closure

Objects close together form a whole or an object Our minds follow most continuous paths


Something complex is made simple in our minds Our brains group similar objects

Our brains “complete” missing information

Keep these concepts in mind when doing your reports, analyses, and communications

APPLICATION TO CHARTS & GRAPHS

C H A R T S

Keep them simple


P E R C E P T I O N I N G R A P H S

Add a legend and watch the fun! It’s like Pick-Up Sticks or Search-and-Finds!

P E R C E P T I O N I N G R A P H S

Look: a table was stuffed into a circle!

C H A R T S

Break into multiple charts whenever there’s complexity

C H A R T S

Tell a story instead of stifling it into one chart

C H A R T S

No pie charts

No “eye candy”

C H A R T S

Which candidate did better in three elections?


C H A R T S

Which candidate did better in each election?

C H A R T S

Can you measure the parts on the next chart?

C H A R T S C H A R T S

C H A R T S

Want to make it worse?

C H A R T S



In ANY chart…

NO 3D effects or other “eye candy”

They distort the facts

C H A R T S

Pie charts distract from your message until you have 3 or less data points

C H A R T S

C H A R T S

But, really: all that space for that?

Just to show a fraction?

C H A R T S

Good old bar graphs are informative and easy to use


C H A R T S

Look, you even get space for showing numbers

C H A R T S

Conveying “we’re part of the whole” or

percentages?


C H A R T S

Remember our discussion about color?

Don’t do this!


Do this! C H A R T S

Adding color?

“What purpose will the color serve?”

“What meaning will the color convey?”

C H A R T S

Use color to:

highlight particular points

group items

encode values

C H A R T S

C H A R T S

Use soft and natural colors to display most information

Use bright or dark colors to highlight information


C H A R T S

Again: No 3D or other distracting elements!

C H A R T S

“Which charts do I use?”

L I N E C H A R T S

Trending, relating to time

B A R C H A R T S

Comparing and categories

O T H E R C H A R T S

Exploring other types of charts?

Convey your meaning

Clearly provide your message


C H O O S I N G A C H A R T

Ask yourself:

“Would a simpler chart do this just fine?”

“Does this add unnecessary complication?”


Ask yourself:

“Does my audience even want a chart?”


Charts are supposed to

communicate

simplify

APPLICATION TO COMMUNICATION

Structural Considerations: Writing

White SpaceParagraph / Block

Font and Structure Style Grouping

Paragraphs & Grouping

Font Weight

Line Height

Number & List

Organize & Title


Use White Space Effectively

As in music or theater, silence is powerful white space is written silence

Use Space, Grouping, Paragraphs

Categorize, group, order, and space with intention

Adjust line height for increased readability

Adjust line height for increased readability Adjustments for writing are important for tables


Highlight Important Elements

Bold key terms

Within a body of text the bold terms stand out the

most, more than italics which should only be for

minor emphasis

Use titles and headings in your communications


Order and / or number items Put formatting to work for your thought process

Create Outlines Using Spacing/Grouping as a Guide

Document Title

Section Header

Subsection Header

Paragraph Title

Etiquette Helps

Salutations and signatures matter


Paragraphs & Grouping

Font Weight

Line Height

Number & List

Organize & Title

Structural Considerations: Layout

Table of ContentsLegends

Object Inclusion / ExclusionPrecision of Numbers & Detail

Length: Time versus Space

Table of Contents

Exhibit your content at the start in order

Legends

Use them but minimize legends in charts

Object Inclusion / Exclusion

If you can't decide, it's likely best to leave it out!


Precision of Numbers & Detail

Precision is typically not importantand can be distracting when presenting


Number of slides shouldn't matter


Space and time matters


Putting more in less space and time is what creates unnecessary complexity


Personal Considerations

ShortcutsDetail

DomainConfidence

ShortcutsIt’s nature’s way for us to

encrypt information

Here’s how several insects and birds see flowers

IntentionDon't shortcut wherever possible

Jargon, Abbreviations, and Acronyms Don't alienate your audience!


Level of Detail

Too much detail is overwhelming

Domain or FormalityDon't be too formal

Over- or Under- ConfidenceStand confidently behind what you say

But retain humility

Team Considerations

Clear ExplanationsGoal-Oriented

Action-Oriented Dialogue / Collaboration


What About Meetings? Always have someone take notes!

Begin your meetings with

clear intentions and stated goals

During meetings, try to allot time for

directed dialogue and relevant collaboration

Always end meetings with

assigned action items with due dates

Essentially

Actively listenCommunicate with intention

Be mindful of the “little things”Allow and enable others to engage


O R G A N I Z AT I O N

R E P O R T I N G

P R E S E N TAT I O N

D E L I V E R Y

1

2

3

4

D E L I V E R Y

4

What we mean by “delivery” Delivery is to provide something

This entails using some medium in order to deliver This not limited to modern technology

S E L E C T I N G M E D I U M O F D E L I V E R Y

Analytics

Excel / Powerpoint / Word

Websites

Email

Paper

Verbal / Meeting


Technical Considerations Computer or Paper

Operating SystemEquipment

Technical Prowess of Users

When choosing a delivery medium:

Think of Your Audience

Is the medium easy for them? Can they access the medium?

Does the medium have the needed features? Is the medium as simple as possible?


SUMMARY

Think of Your Audience

FeaturesSimplicity

Ease of UseAccess

S U M M A R Y

How we perceive things has incredible importance

Be introspective about perception and project meaning

Be careful about presentation

S U M M A R Y

Keep in mind:

perception and location of white space and elements

we naturally relate elements together in predictable ways

S U M M A R Y

Keep it simple

Use natural and soft tones for dominant colors

Use other colors carefully and meaningfully

S U M M A R Y

Choose and use charts thoughtfully

S U M M A R Y

Think about your day-to-day communications to improve them with these concepts and applications


T O E N D …

W E D I S C U S S E D S E V E R A L T O P I C S

O R G A N I Z AT I O N

R E P O R T I N G

P R E S E N TAT I O N

D E L I V E R Y

1

2

3

4

E N D I N G

A LWAY S K E E P Y O U R A U D I E N C E I N M I N D

D E TA I L S M AT T E R F O R P E R C E P T I O N A N D C O M M U N I C AT I O N

K E E P T H I N G S A S S I M P L E A S P O S S I B L E

Q U E S T I O N S

?

C R E D I T S

I M A G E O F B I R D S I N J U N G L E L O W E R D O V E R F I E L D J O U R N A L

I M A G E O F M A N AT C H A L K B O A R D VAY U . I E

D I K W P E R S P E C T I V E M A P M I C H A E L E R V I C K , S E AT T L E U N I V E R S I T Y, 2 0 1 2

D I K W P Y R A M I D W I T H D E C I S I O N S S T E P S P U R S U A N T. C O M

C R E D I T S

C O L O R M A P T I M VA N D E VA L L . C O M

C O L O R H S L B A R S S N A P 2 O B J E C T S . C O M

C O L O R W H E E L O F VA L U E S E R I N S O WA R D S . C O M

G E N E R A L I Z I N G P E R C E P T I O N S A M P L E S C L O U D B I G U Y. C O M

I M A G E O F D I K W P Y R A M I D W I K I P E D I A . O R G


C R E D I T S

E X A M P L E O F B A D C H A R T P E LT I E R T E C H . C O M

E X A M P L E O F G O O D D A S H B O A R D D I S P L AY D A S H B O A R D I N S I G H T. C O M

E X A M P L E O F G O O D TA B L E T E X . S TA C K E X C H A N G E . C O M

E X A M P L E O F L I N E H E I G H T " T H I N K I N G W I T H T Y P E "

C R E D I T S

E X E M P L A R Y C H A R T K E YA N K E I H A N I , Z A P B I . C O M

P I E C H A R T E X A M P L E WA LT E R H I C K E Y, B U S I N E S S I N S I D E R . C O M

U LT R AV I O L E T I M A G E W H Y F I L E S . O R G

O T H E R C R E D I T S S O M E G R A P H I C S A R E U N I N T E N T I O N A L LY M I S S I N G C R E D I T


Beyond Information - The Importance of Presentation ...uits.arizona.edu/sites/default/files/workshops/watt/UAccess... · COLOR FEELING COLOR FEELING COLOR Color evokes emotions, memories,

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