Accelerating Evaluation Use through Infographics and ... · Accelerating Evaluation Use through...

114
Accelerating Evaluation Use through Infographics and Visual Design Jessica R. Pomerantz Apr. 2, 2015

Transcript of Accelerating Evaluation Use through Infographics and ... · Accelerating Evaluation Use through...

Page 1: Accelerating Evaluation Use through Infographics and ... · Accelerating Evaluation Use through Infographics and Visual Design . Jessica R. Pomerantz . Apr. 2, 2015

Accelerating Evaluation Use through

Infographics and Visual Design

Jessica R. Pomerantz Apr. 2, 2015

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programnet.usaid.gov

What will the next generation of evaluations

look like?

2

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Instead of Program Background

What if…?

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Visual Timeline

2000 2015

Instead of Program Background

What if…?

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Visual Timeline

document project milestones

2000 2015

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Visual Timeline

track a key indicator

2000 2015

Δ = zero Δ = -20%

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Visual Timeline

provide context

2000 2015 political event

social change

tech advance

Δ = zero Δ = -20%

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Visual Timeline

interpret changes

2000 2015 political event

social change

tech advance

Inflection point

Δ = zero Δ = -20%

social change

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Visual Timeline

include visual project details

2000 2015 political event

social change

tech advance

Δ = zero Δ = -20%

Inflection point

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Evaluation use through visual design

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2000 2015 political event

social change

tech advance

Δ = zero Δ = -20%

Inflection point

Evaluation use through visual design

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A wealth of information creates a poverty of attention

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What if…? Instead of 90 pages

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What if…? One page

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What if…? Program Title

Evaluation Details

One page

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What if…? Program budget Inputs Outputs

Program Title Evaluation Details

One page

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What if…? Program budget Inputs Outputs

Additional evaluation questions Performance Impact

Program Title Evaluation Details

One page

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What if…? Program budget Inputs Outputs

Additional evaluation questions Performance Impact

Project outcomes Achievements Outcome undetermined Outcomes not yet achieved Externalities

Program Title Evaluation Details

One page

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What do we want the next generation of

evaluations to look like

in order to achieve maximum utility?

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The Basics

22

What are my visual options?

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What are my visualization options? Statistical graphics

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What are my visualization options?

Tiny things

Big thing

Center

Top

Right

Bottom

Left

SmartArt

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What are my visualization options? Clip art

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What are my visualization options? Timeline

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What are my visualization options? By the numbers

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What are my visualization options? Mapping

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What are my visualization options? Visual article

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What are my visualization options? Flowchart

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What are my visualization options? Useful bait

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Data visualization

What are my visualization options?

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What are my visualization options? Versus infographic

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What are my visualization options? Photo infographic

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Timing

35

Before the evaluation

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How do I know what visual I need?

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How do I know what visual I need? Which part of the evaluation?

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How do I know what visual I need? Which part of the evaluation?

1. Who is your audience?

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How do I know what visual I need? Which part of the evaluation?

1. Who is your audience?

2. What’s your goal for the evaluation utilization?

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How do I know what visual I need? Which part of the evaluation?

1. Who is your audience?

2. What’s your goal for the evaluation utilization?

Make an adaptive project decision or inform future project design?

Highlight a specific finding?

Describe a success or failure?

Give an overview?

To communicate results publicly?

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How do I know what visual I need? Which part of the evaluation?

1. Who is your audience?

2. What’s your goal for the evaluation utilization?

3. How can you use the evaluation to tell a compelling story?

Make an adaptive project decision or inform future project design?

Highlight a specific finding?

Describe a success or failure?

Give an overview?

To communicate results publicly?

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How do I know what visual I need? What type of visualization?

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Statistical graphics

SmartArt

Clip art

Timeline

By the numbers

Mapping

Photo infographic

Visual article

Data visualization

Useful bait

Flowchart

Versus infographic

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Statistical graphics……………..Visual data presentation

SmartArt…………………………..Pre-designed diagram

Clip art……………………………..Free visual elements

Timeline……………………………Chronological narrative

By the numbers………………….Summarizing data

Mapping…………………………..GIS data or geographic content

Photo infographic………………The focus is one object

Visual article………………………Multiple graphic elements and a story

Data visualization……………….Complex data analysis via graphics

Useful bait………………………..Seeking web traffic or attention

Flowchart.…………………………Describing a process

Versus infographic………………Comparing two things

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Timing

45

After the evaluation

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Mid-Term Performance Evaluation of Asia’s Regional Response to Endangered Species Trafficking Program

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Mid-Term Performance Evaluation of Asia’s Regional Response to Endangered Species Trafficking Program

Which part of the evaluation?

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Mid-Term Performance Evaluation of Asia’s Regional Response to Endangered Species Trafficking Program

Which part of the evaluation?

Executive summary

Purpose & evaluation questions

Program background

Evaluation method & limitations

Looking back (2011-2013)

Pre-existing figures & tables

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Mid-Term Performance Evaluation of Asia’s Regional Response to Endangered Species Trafficking Program

Goal: Inform future project design

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Mid-Term Performance Evaluation of Asia’s Regional Response to Endangered Species Trafficking Program

Goal: Inform future project design

Audience: 1. USAID 2. Development industrial complex

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Mid-Term Performance Evaluation of Asia’s Regional Response to Endangered Species Trafficking Program

Goal: Inform future project design

Audience: 1. USAID 2. Development industrial complex

Focus: 1. Recommendations 2. Background

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Mid-Term Performance Evaluation of Asia’s Regional Response to Endangered Species Trafficking Program

Goal: Inform future project design

Audience: 1. USAID 2. Development industrial complex

Focus: 1. Recommendations 2. Background

Which part of the evaluation: 1. Evaluation recommendations 2. Program background

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Mid-Term Performance Evaluation of Asia’s Regional Response to Endangered Species Trafficking Program

Goal: Inform future project design

Audience: 1. USAID 2. Development industrial complex

Focus: 1. Recommendations 2. Background

Which part of the evaluation: 1. Evaluation recommendations 2. Program background

Which visual: 1. Visual article 2. Timeline

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Focus: Recommendations

Which visual: Visual article

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Focus: Program background

Which visual: Timeline

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1. Text & icons can be beautiful and

interesting too

2. Change your angle?

3. Bail! Looks like people are going

to have to read the report

No info and no graphic…? What to do when you’re data-free

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The one-pager Performance Evaluation of the Education Program of the Community Livelihoods Project (CLP)

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The one-pager Performance Evaluation of the Education Program of the Community Livelihoods Project (CLP)

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The one-pager Performance Evaluation of the Education Program of the Community Livelihoods Project (CLP)

Page 65: Accelerating Evaluation Use through Infographics and ... · Accelerating Evaluation Use through Infographics and Visual Design . Jessica R. Pomerantz . Apr. 2, 2015

The one-pager Performance Evaluation of the Education Program of the Community Livelihoods Project (CLP)

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The one-pager Performance Evaluation of the Education Program of the Community Livelihoods Project (CLP)

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The one-pager Performance Evaluation of the Education Program of the Community Livelihoods Project (CLP)

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The one (or two)-pager

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Open Data in the Governance of South African Higher Education One-pager example

http://www.opendataresearch.org/sites/default/files/publications/UCT%20A1%20Poster%20for%20Berlin%20PRINT%20%281%29.pdf

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Cautions

71

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Visualize responsibly

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Increase in capacity

Year 1

Year 2

Year 3

Year 4

Visualize responsibly

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Increase in capacity

Year 1

Year 2

Year 3

Year 4

Visualize responsibly

3-D pie charts: Not legible!

What does this caption mean?

Why have a legend instead of direct labels?

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Visualize responsibly

Crowded line graph: Not legible!

Why have a legend instead of direct labels?

What does this caption mean? (And why is it so tiny?)

September 2013 European Evaluation Society newsletter, Evaluation Connections, p.7

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Visualize responsibly Watch out for…

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Visualize responsibly

0

1

2

3

4

0 2 4

Bubbles

Watch out for…

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Visualize responsibly

0

1

2

3

4

0 2 4

Bubbles

Low-resolution photos

Watch out for…

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Visualize responsibly

0

1

2

3

4

0 2 4

Bubbles Stretched photos

Low-resolution photos

Watch out for…

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Visualize responsibly

0

1

2

3

4

0 2 4

Bubbles Stretched photos

Low-resolution photos

This funnel thing

Watch out for…

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Think about utilization

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Accelerating evaluation use through design

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Instead of measuring intermediate results

What if…?

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Instead of measuring intermediate results

What if…?

10 people trained

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Instead of measuring intermediate results We evaluated process

What if…?

10 people trained 7 out of 10

on the

Equitable Development Index

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Instead of measuring five metrics

What if…?

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Instead of measuring ___ metrics

What if…?

78 % have WatSan access 22% increase in nutrition 118% decrease in _______

from one institution’s perspective

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Instead of measuring ___ metrics

What if…?

78 % have WatSan access 22% increase in nutrition 118% decrease in _______

We had a framework of success measurement

from one institution’s perspective from multiple perspectives

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Instead of measuring ___ metrics

What if…?

78 % have WatSan access 22% increase in nutrition 118% decrease in _______

We had a framework of success measurement

Measurement x y z

Beneficiary

Donor

Staff

Partner

Rubric

from one institution’s perspective from multiple perspectives

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Instead of Recommendations

What if…?

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Instead of Recommendations Recommendations based on parameters

What if…?

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Recommendations

arranged by change focus

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Recommendations

degree of difficulty with time estimates

2 ppl. 40 hr/wk 8 wks

8 inst. 1,920 hr/wk 200 wks

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Recommendations

change management plan

2 ppl. 40 hr/wk 8 wks

8 inst. 1,920 hr/wk 200 wks

Cost ($) Change

Timeline

Activity 1

Activity 2

Activity 3

Estimated benefit

Impact

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Evaluation use through visual design

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2 ppl. 40 hr/wk 8 wks

8 inst. 1,920 hr/wk 200 wks

Cost ($) Change

Timeline

Activity 1

Activity 2

Activity 3

Estimated benefit

Impact

Evaluation use through visual design

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What would a useful evaluation look like to you?

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External Resources

Chartsbin [maps]

Coursera [courses]

Over 100 resources [tools]

Alberto Cairo [tips]

Stephanie Evergreen [tips]

Visual.ly blog [tips]

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Internal Resources

explorer.devtechlab.com [data, maps]

USAID geocenter [data, maps]

map.usaid.gov [maps]

USAID University [courses]

usaid.gov/developer [tools]

usaid.gov/results-and-data/data-resources [tools]

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Pop Quiz

102

How many in-house designers does USAID

have?

a. 0

b. 2.5

c. 5

d. 10

e. 20

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Pop Quiz

103

How many in-house designers does USAID

have?

b. 2.5

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Tips from the experts

From a conversation with USAID in-house designers

1. Create your concept and message first

2. The graphic comes second

3. Think about the shelf life

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Three more ways to increase evaluation use

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1. Incorporate evaluation into your

knowledge value chain.

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If evaluations aren’t contributing to the entire knowledge value chain, we’re missing out on gains to our organizational resilience.

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1. Incorporate evaluation into your

knowledge value chain.

107

Plan for this in scoping the evaluation.

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2. Use evaluation to create adaptive

management and communication tools.

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3. Distribute evaluations among the

framework to contribute to learning.

109

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3. Distribute evaluations among the

framework to contribute to learning.

110

Performance evaluations

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3. Distribute evaluations among the

framework to contribute to learning.

111

Performance evaluations

Impact evaluation

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3. Distribute evaluations among the

framework to contribute to learning.

112

Performance evaluations

Impact evaluation

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3. Distribute evaluations among the

framework to contribute to learning.

113

Performance evaluations

Impact evaluation

Process

evaluations

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3. Distribute evaluations among the

framework to contribute to learning.

114

Performance evaluations

Impact evaluation

Process

evaluations

?