Do you have a lot of data? How are you sharing that information with your clients and stakeholders? Long-form reports are a great way to get the information to your clients, but what are some other options.
One-Page Reports and Data Dashboards are a different way to deliver the same information in a more usable form. In this two part, one-day workshop will walk through the different elements of creating a one-page report and how to build a interactive dashboards.
Part One: Creating One-Page Reports: Strategies for Engaging Busy Readers (3 hours) One-page reports are a great way to provide a snapshot of a project’s activities and impact to stakeholders such as advisory groups, college administrators, and grant program officers. Summarizing key evaluation facts in a format that is easily and quickly digestible engages the busy reader and draws attention to the important details of the project.
Although traditional, long-form evaluation reports are still an excellent way to distribute evaluation results, one-page reports increase the engagement, understanding, and use of evaluation for both the current grant and leveraging findings with potential follow-up grants.
In this workshop, we will first start out by discussing what a one-page report is, why you might want to create a one, and how they are different from other reports. Then we will walk through 10-steps for creating a one-page report; these steps help guide you through the creation process to help you determine what information should be included, how to layout the page, and what visual elements to add.
Once you have a good handle on the elements of a one-page report. We are going to turn the reins over, and have you create your own one-page report. Taking it one step at a time, we will walk through each step in small groups, allowing time for questions, technical feedback from the presenters, and plenty of encouragement. You will leave this workshop with the 10-steps guide, worksheet, and a one-page report that you created!
We encourage people of all talents and backgrounds to attend. You don’t need to be a graphic designer, nor do you need evaluation experience. Make sure to bring your computer with Microsoft PowerPoint or a similar program, an open mind set, and a fun attitude.
Part Two: Building Interactive Dashboards in Excel (3 hours)
Today, data is everywhere. As evaluators, we often have access to a massive amount of data. Extracting useful takeaway messages and next steps from our massive data can be very challenging. This is where a dashboard comes in handy! Dashboards can help an organization synthesize and make meaning from a large amount of data. Like your car’s dashboard, they summarize your program’s data in a visually engaging way that is simple and easy-to-understand. They can be shared with clients, board of directors, staff, donors, and grantmakers. The best part is that these can be built in a way where they are interactive and auto-update when new data is added.
When we can engage our audiences with intentional reporting, they will be more equipped to make data-driven decisions. In this training, we will make an interactive dashboard in Excel from scratch. Jennifer will teach best practices, grounded in the literature, that will make your data come to life in a meaningful and time-efficient manner. Participants will learn how to use pivot tables, pivot charts, graphics, and strategic text in designing the dashboard.
Part Two Objectives:
This professional development opportunity is sponsored by the Michigan Association for Evaluation, Lyons Visualization, The Evaluation Center at Western Michigan University, and hosted by the University of Michigan, School of Education.
Date: September 17, 2018
Time: 8:30-5:00 p.m.
Location: University of Michigan, School of Education
Cost: $25 MAE Members/Students, $150 Non-Members
Presenters: Jennifer Lyons, Emma Perk, and Lyssa Wilson Becho
Michigan Association for Evaluation 2015