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Introduction to Professional Business Information Design & Dashboards

 

 

The Challenge

 

Analysing and presenting business data—critical decision support skills—are sadly lacking. In this so-called information age, we are overwhelmed by data, not because there is too much, but because we don't know how to tame it. Computers speed the process of information handling, but they don't tell us what the information means or how to communicate its meaning to decision makers. These skills are not intuitive; they rely on principles and practices that, though simple, must be learned.


Business dashboards are one of the key instruments to present critical information at a glance. Dashboards engage the power of visual perception to communicate a dense collection of management information and help decision makers to gain comprehensive insight into the performance of their organisation.


This workshop will provide practical, hands on tips on how to improve business reports and charts. A particular focus will be on the principles of professional dashboard design and effective ways to implement them in Excel and the web.

 

Target Group

 

Our course and consulting offering is designed to serve a senior executives and professionals: involved in making sense of and communicating quantitative business information and management reports.

 

This includes people in business, non-profit, and government organisations, from secretaries who need to prepare reports for their managers to CFO’s who need to keep their fingers on the pulse of the company, as well as analysts of all types (financial, sales, marketing, etc.).

 

 

  •   The 7 SUCCESS Rules for professional Business Communication
  •   Know how to select the best means of displaying your data to present your message
  •   The basics of communicating effectively with charts
  •   Principles of effective Business Dashboards
  •   Hands on Example: “How to design professional dashboards in Excel”
  •   Overview of options to publish reports and dashboards online

 

Workshop character


All our seminar offerings differ substantially from typical one to many instructor led courses: they are held as workshops where interaction and the individual challenges of the attendees are an integral part of the learning.

 

Participants are encouraged to submit anonymised versions of their management communications (presentations, reports, charts, etc.) and performance management process templates (spreadsheets). Those will then be used as hands-on examples for applying the taught principles or can be discussed in one on one sessions with the presenters.

 

Attendees are also encouraged to bring their own laptops to the course to develop test applications that suit their environment. For this seminar the only software requirement is a working version of Excel 2000/2003 or 2007.

 

 

 

 

Registrations and next sessions:

Event Registration


Learn:

  • How to design business reports that are clear and instantly understood
  • The principles of effective chart design
  • How to realise professional dashboards in Excel

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Learn to design professional Dashboards in Excel

 

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