Master the Goals-Issues-Actions Formula for Impactful Dashboard Presentations 📊
Learn how to craft dashboard presentations that go beyond features—highlight the 'why' and 'how' to engage stakeholders and drive results with the Goals-Issues-Actions framework.
About this video
So many dashboard presentations focus on “what” the dashboard tool can do. While cool, that doesn’t help stakeholders understand “why” the work matters and “how” they can use it to address their business problems.
In this excerpt from my workshop “How to Communicate Data 101: Presenting Dashboards”, I demonstrate how to use the Goals-Issues-Actions framework to focus on the “why” and “how”, so dashboards aren’t just made, but actually used.
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Partial Transcript:
Beginning: The reason for this workshop today: in all the organizations that I've worked in in the past, there's always been an abundance of resources when it comes to technical training. So things like Tableau, Power BI, any visualization tool you can imagine. There's always an abundance of resources your company can provide in order to learn those tools well: online courses, trainings, groups, what have you... and there are specifically a lot of dedicated groups to this. I've been in organizations where there's Tableau Tuesdays or Power BI parties, and everybody can jump in and workshop the dashboards that they're developing for their stakeholders. But in no organization have I worked in has there ever been a communication workshop, a place where all of us as data professionals can come in and work on how are we going to communicate these insights to our stakeholders that we've worked so hard to derive. So that's the point of this workshop today: to fill in that void in available company training and resources.
End: So what I did there was I just demonstrated to you the goals, issues, and actions framework: how powerful a story can be. But what I also hope to convey through that is the importance of bringing in concrete examples to walk your stakeholders through during the presentation. What I've seen a lot happen in the presentations I've been part of in workplaces is dashboard developers will go into the presentation, show all the cool features of the dashboard like I demonstrated to you before, and when stakeholders press them and they ask: "so how can we use this, why is this important?" They'll try and come up with examples on the spot. They'll try and do this: they'll look at... okay here's the station filter let's check out maybe station 14. Let's see if that's something interesting there: 21, maybe 22. They don't know what to look for because they haven't done the prep beforehand for the stakeholders in the audience. What I highly recommend is before any dashboard presentation come prepared with the goals, issues, actions framework: have that outlined in your mind and also have specific examples to walk them through. You remember from this presentation I just gave AFRD station two because I mentioned it multiple times and I walked you through an example end to end showing how we could improve its performance. So again I recommend goals, issues, and actions, and coming with concrete examples.
#communication #publicspeaking #data
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Aug 20, 2023
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