I’m trying out a new style of course, and for the moment, it’s free.

Even the best designed full reports are only read by so many people. It might be the marquee deliverable you pass on to your client. The thing that addresses everything you learned and documents everything you did. But ultimately long reports have limited audience.

But then there is that one really nice illustration or chart. You know the one, it’s the visual you end up using in all your presentation slide decks. It’s the only image that gets shared in the email newsletter. It’s the image that goes along with all your social media posts.

That one little graphic will get seen by way more people than your full report.

That is, at least, if you have that one little graphic.

Our biggest reporting problem.

Our biggest reporting problem is not:

• long boring reports,
• bad charts,
• or a lack of audience interest.

Our biggest reporting problem is that our reports are under illustrated.

We do not create enough quality visuals to satisfy the functional needs of our modern image-hungry digital society.

What are Micrographics?

I use the term to describe a bunch of different types of visuals.

But in a nutshell, micrographics are visuals that can exist and even thrive in their own right outside of a report. They have a wide range of uses…

• as power point slides,
• as blog post featured images,
• as report illustrations,
• as social media images,
• as centerpieces in longer infographics,
• as marquee visuals in executive summaries,
• as newsletter illustrations,
• and more!

Communications’ teams have been picking up the slack.

Since most of our reports are under illustrated and lack the kinds of images that can be stood up on their own, social media teams have had to pick up the slack. This means taking our work and adapting it into a visual format.

We see this the most with large organizations that have their own dedicated comms teams. Their social media accounts share tons of visuals, most of which have been adapted from reports, newsletters, and fact sheets that contain few, if any.

But not all of us work in large organizations. And even if you do, there is no guarantee the social media team is going to pay special attention to your work. Not unless you make it easy for them to do so.

My email course on Micrographics.

The course is made up of 10 emails sent over 10 days.

With the exception of the introduction and the wrap-up, the emails are all structured using the same pattern.

• First we will look at an example of a micrographic shared by a large NGO, non-profit, or government organization on Twitter.
• Second we will look behind the tweet and find the information source behind the graphic.
• Third we will break down the micrographic into its component parts.
• And lastly we will recreate the image using free online tools (mostly Canva but also Flourish and DataWrapper). I have done this for each one of the 8 examples and shared my version as a Canva template. It’s up to you to follow my lead (but you can look to my example if you get stuck).

The goal isn’t to teach you how to copy the work of others, but to give you a better perspective on the process of data illustration.

My hope is that by showing you how other large organizations go about creating visuals for social, you’ll be able to apply that same process to your own work. You’ll also get some experience using a few new tools.

Want to binge the course instead?

The course binge option is only available to Designing with Chris – All Access participants. But you are more than welcome to join us anytime!

Ready to start the email course?

Just click the link, put in your email address, and click to get started. Your first email should come pretty quickly! Then you can expect an email everyday for the next 9 days.

Looking for ways to make reporting easier? In this blog post I share a collection of tips.

When talking about my book with folks I get a lot of head nods. But then the obvious question comes next… “Okay, but what do I do about it?”

The truth is, as important as you think it is to effectively communicate our research and evaluation work to a wide variety of audiences, it doesn’t mean you instantly have more time or money to do that. And I don’t think you should expect to have more time put into dissemination.

Right now, if you want to increase the power of your reporting you don’t just need to make it better, it also needs to be easier. Here are 14 small things I would suggest you do to make your reporting process easier.

1. Create a basic style guide.

A basic style guide saves time when it matters the most. The last thing you should be doing when facing a fast approaching deadline is having a debate about your report’s color scheme and font choices.

Now I’m not talking about a full branding kit. You don’t need pages of information covering all the many ways it’s possible to screw up the use of a logo. Just a basic style guide.

Your basic style guide should include:

• Logos (SVG or high quality PNG/JPG)
• Colors (a primary set and a secondary set for use in charts)
• Fonts with pt size (Header, Sub-header, Body)

Want help coming up with a data visualization color palette?

2. Leave your long boring report, long and boring.

Last week I wrote a post about how reporting is different from documenting. Those super long boring comprehensive reports usually fall well into the documenting category.

Lots of organizations will spend hours upon hours formatting and styling long reports that are not really meant for any specific individual audience. My advice, save your time and keep that long report boring. Then invest that saved time creating reports people will actually want to read.

3. Create short, simple, focused, visual reports.

There is nothing wrong with having a long boring report, as long you don’t stop with the long boring report. Your reporting focus should be on creating short, simple, focused, visual reports. These could be as simple as square social media infographics, one pagers, executive summaries, or short slide docs.

Pretend you’re at a cocktail party and somebody asks about your work, do you tell them everything? If you do, you probably don’t get invited to many cocktail parties. Reporting is easier when you are focused more on the needs of your audience than on sharing everything about your work, and it’s also more effective.

4. Build a template library.

Having a good template is like a getting a head start. Just like with the style guide, templates reduce the number of design decisions you have to make when you are most pressed for time.

I suggest creating templates in sets. For example, create a matching set of one-pager, 3-pager, and 25 pager templates. Use lorem ipsum text that mirrors content length. Also remember to create your templates using your basic style guide.

5. Create template content worksheets.

Most report writers tend to write first, design second. And since our brains don’t multi-task well, separating the two tasks is usually a good idea. But a problem occurs when we write without the end in mind.

By creating worksheets to pair with your design templates you can make it much easier to write for specific types of content. The worksheet should include sections for each block of written content in a design. It should also include target word counts whenever possible.

6. Build an asset library.

Your asset library should include a collection of icons, illustrations, photographs, and charts. A lot of time gets put into finding the right visual, but often that visual would likely work across a wider range of projects.

While you can find an increasing number of premium stock asset libraries, it’s also a good idea to just have a folder on your computer or your team’s network drive.

7. Collect inspiration.

Have you ever watched one of those reality TV shows about interior design? At some point early in the show the designer will share what they have in mind for a space using a mood board. The mood board is a collection of examples, colors, and other pieces of inspiration.

The easiest way to get a team on board with your vision is to show them a picture. You do not have to be the one who created that picture. And if your team does not share your vision, it’s better to find that out before putting in all the work. So when you find examples of report styles you think are effective, save them for later.

8. Start using Canva instead of PowerPoint.

So pretty much everything you can create in Canva you could already create in PowerPoint. So why use Canva instead?

PowerPoint is a design tool. Canva is a template and asset library that also happens to be a design tool. The tool makes creating visual reports easier and faster. It’s also easier to collect and share assets for future use.

9. Start creating charts in Flourish instead of Excel.

Over the past year I’ve noticed myself creating fewer and fewer charts in Excel. And it’s not because I’ve adopted an expensive or complicated tool.

I use Flourish for charts for many of the same reasons I use Canva for infographics. It’s easier to create higher quality visuals, faster. It’s also easier to share my created works as templates that can be used at a later date.

10. Start writing your reports in Google Docs instead of Word.

If you’re like most researchers and evaluators, you’ve probably spent a large amount of time writing and formatting reports in Microsoft Word. But it’s also likely you’ve developed some pretty bad design habits due in part to the way Microsoft Word is designed.

Switching to a simple Google Doc can help you to focus on just putting down words. That way you don’t get tempted into formatting tables or editing page layouts before the report is ready for that step. The more plain text you keep your writing, the easier it is to transfer into a visual design template.

11. Go Agile with your design process.

You don’t have to become a certified scrum master (or even know what that means) to adopt a simple agile design process. Agile has worked tremendously well for speeding up the software design process, but it can also work well in speeding up a modern design process. I suggest creating a very basic Trello board to keep track of all the tasks that need to be done when producing your report.

Set up your initial Trello board with just a few columns. One column (backlog) should contain all the tasks that need to be done (aka a To Do column). The second column should be in progress (this is the one you move a task to as you’re working on it). The third column should be a a completed column. Based on your team needs you can also add some additional columns including a stuck column, waiting review column, or next up column.

12. Get your HiPPOs involved early and often.

As I mention in my book, The Reporting Revolution, The HiPPO is the Highest Paid Person’s Opinion. That opinion is a report design wild card. In just about every organization there is a person, or people, who can completely disrupt a report design process with a simple suggestion. Why don’t you use green instead of blue? Who decided on using illustration instead of photographs? Shouldn’t we devote more pages to sharing our findings?

As a report designer it’s your job to find the people who can slow down the process or trigger your team to do double the work. You should have a list of all these people whose opinions could stymy your report design, then get them involved in the early parts of the design process. Because this is where you make a lot of little design decisions that would be hard to change later in the process.

13. Less speculation, more user testing.

We like to think we know what others want out of our reports, but do we really? I have spent far too much time across my data career sitting in rooms having conversations about what should and should not be included in a report. Often times these conversations are guided by speculation, not actual audience insight.

A few short, informal conversations with potential audience members seeing your report design for the first time can produce a ton of insight. Maybe they find that super nifty slopegraph you learned how to create super confusing and would just prefer a boring old clustered bar chart. Perhaps they missed that conclusion you thought was presented in a crystal clear fashion. The more you user test, the faster you can eliminate the stuff nobody needs or wants.

14. Join my virtual workshop > Designing with Chris.

Designing with Chris (formerly DiY Data Design) is my always open virtual design workshop for busy researchers and evaluators.

You can get a full year of my virtual workshop for less than the cost of a two day live workshop (ex. a two day live workshop with The Evaluators Institute costs well over a thousand dollars, even before factoring in travel costs!).

I first launched my workshop in 2015. Over that time technology has changed considerably. It’s now far easier to create better designs, faster. And that’s what I teach.

My goal is to give all my workshop participants the inspiration, encouragement, and support they need to grow professionally. Whether you want to become a professional information designer or just improve the quality of your reports, I am here for you.