Harnessing the Power of “What, So What, Now What” in Data Storytelling

In today’s data-driven world, effectively communicating insights is crucial for driving informed decision-making. By combining the “What, So What, Now What” reflective model with data storytelling techniques, we can create compelling narratives that not only present findings but also inspire action. Let’s explore how to leverage this approach to organize recommendations from problem-solving or gap assessments.

The “What, So What, Now What” Framework

The “What, So What, Now What” model, originally developed by Terry Borton in the 1970s, provides a simple yet powerful structure for reflection and analysis.

What?

This stage focuses on objectively describing the situation or problem at hand. In data storytelling, this is where we present the raw facts and figures without interpretation. Frame the problem and provide the data.

So What?

Here, we analyze the implications of our data. This is the stage where we extract meaning from the numbers and identify patterns or trends. We provide the root cause analysis.

Now What?

Finally, we determine the next steps based on our analysis. This is where we formulate actionable recommendations and outline a path forward.

Integrating Data Storytelling

To effectively utilize this framework in data storytelling, we need to consider three key elements: data, visuals, and narrative. Let’s break down how to incorporate these elements into each stage of our “What, So What, Now What” approach.

What? – Setting the Scene

  1. Present the Data: Start by clearly presenting the relevant data points. Use simple, easy-to-understand visualizations to highlight key metrics.
  2. Provide Context: Explain the background of the situation or problem. What led to this analysis? What were the initial goals or expectations?
  3. Engage the Audience: Use narrative techniques to draw your audience in. For example, you might start with a provocative question or a surprising statistic to capture attention.

So What? – Analyzing the Implications

  1. Identify Patterns and Trends: Use more complex visualizations to illustrate relationships within the data. Consider using interactive elements to allow your audience to explore the data themselves.
  2. Compare to Benchmarks: Put your findings in context by comparing them to regulations, industry standards or historical performance.
  3. Highlight Key Insights: Use narrative techniques to guide your audience through your analysis. Emphasize the most important findings and explain their significance.

Now What? – Formulating Recommendations

  1. Present Clear Action Items: Based on your analysis, outline specific, actionable recommendations. Use visual aids like flowcharts or decision trees to illustrate proposed processes or strategies.
  2. Quantify Potential Impact: Where possible, use data to project the potential outcomes of your recommendations. This could include forecasts, scenario analyses, or cost-benefit calculations.
  3. Tell a Future Story: Use narrative techniques to paint a picture of what success could look like if your recommendations are implemented. This helps make your proposals more tangible and motivating.

Best Practices for Effective Data Storytelling

To maximize the impact of your “What, So What, Now What” data story, keep these best practices in mind:

  1. Know Your Audience: Tailor your language, level of technical detail, and choice of visualizations to your specific audience.
  2. Use a Clear Narrative Arc: Structure your story with a beginning, middle, and end. This helps maintain engagement and ensures your key messages are memorable.
  3. Choose Appropriate Visualizations: Select chart types that best represent your data and support your narrative. Avoid cluttered or overly complex visuals.
  4. Highlight the Human Element: Where possible, include anecdotes or case studies that illustrate the real-world impact of your data and recommendations.
  5. Practice Data Ethics: Be transparent about your data sources and methodologies. Address potential biases or limitations in your analysis.

By combining the structured reflection of the “What, So What, Now What” model with powerful data storytelling techniques, you can create compelling narratives that not only present your findings but also drive meaningful action. This approach helps bridge the gap between data analysis and decision-making, ensuring that your insights translate into real-world impact.

Remember, effective data storytelling is both an art and a science. It requires a deep understanding of your data, a clear grasp of your audience’s needs, and the ability to weave these elements into a coherent and engaging narrative. With practice and refinement, you can master this powerful tool for driving data-informed change in your organization.

Validation Planning – A visual approach

Normally, when I write a blog post, I include the graphics, but I decided to separate them out to show some of my thought processes for designing slides.

I start with a nice slide that introduces the topic I am going to discuss, introducing the main concept, the Validation Master Plan (VMP), and the Validation Plan (VP.)

My next slide details the Validation Master Plan in more depth, covering the VMP’s core characteristics.

Then dive into the reasons for having a VMP.

Then cover the Validation plan characteristics.

These are still rather wordy, and I think the last slide can be divided into two. But I have a pretty good training here.

You, Yes You! Speak at a Conference

The process of writing and speaking is a core part of the Quality profession. Only through these activities can we truly contemplate and learn from our accomplishments to propel us forward to new heights.

There are some great speaking opportunities for folks around the Boston area coming up:

BOSCON is November 6 and 7th and is looking for speakers. I’m a huge fan of this regional convention and strongly recommend it. Submissions are due August 15th, 2023.

The ASQ’s Quality Innovations Summit (formerly the Quality 4.0 Summit) is September 19–21 in Boston, MA with a theme of “Innovations and Future Trends for Excellence.” Submission deadline is June 9th, 2023, with more information here.

I’m quite happy to help coach potential new speakers, both in the development of your proposal and in your presentation.

Making Presentations Accessible

Presentations are critical part of sharing and growing as a professional. I’ve gone on the record more than once stating that to truly grow you have to get as comfortable as possible presenting. But it is not merely enough to present, we need to strive for great presentations.

So coming out of WCQI a fw thoughts.

Our Slides are Mostly Awful

Powerpoint is your co-facilitator. Use it well. Do not use powerpoint as a wall of text. I actually hear a speaker this week say he put lots of text in a slide so folks can use them without hearing him speak. Oh no. Stop that.

Make the Presentations Accessible

Great advice here

Great advice in this post about acessibility, something we should always be standardizing.

I love the index card idea. I will be using it my next presentation.

Every Presentation is a Training

While we may not do level 3 or 4 assessments (or even formal level 2), take the attitude that each and every presentation is a training and strive for effectiveness in design.

Presentations are a Continuous Cycle of Improvement

No one was born as a good trainer. Get a coach. Ask for help. Realize that your first presentation will not be as good as your second and etc. Put the time in.

Look for Opportunities

You have done something that others are interested in. Take pride in it and share. There are always great opportunities, like BOSCON, so find them and put in a proposal. You may not get accepted, but as I said above, it is a cycle of improvement.

If you are reading this, I am willing to help you on your presentation journey.

Audience Applauding Speaker After Conference Presentation

BOSCON 2023- Nov 6&7-Call for Speaker

41st Annual Quality Conference BOSCON2023 

Gaining the Edge and Increasing Confidence

Call for Speakers!

Share your knowledge and experience with your peers!

Proposal Deadline:  August 15, 2023

About the event

BOSCON is a key event for local, national, and international quality professionals to hear speakers discuss different quality topics and network. Each year hundreds gather at this BOSCON quality conference to share best practices, expand their network, and further develop their professional and personal growth from experts and professionals in multiple quality related fields. This year BOSCON 2023 will be held on November 6th and 7th, 2023.

We invite you to join us as a key contributor to the success of the 41st BOSCON Quality Conference hosted by ASQ – Boston. It encompasses two days of presentation by the most knowledgeable and innovative quality professionals at all levels.

Presentations will be offered in 4 tracks:

  • Technology and Innovations
  • Quality and Regulations for Lifesciences
  • Quality Tools and Continuous Improvement
  • Reliability, Maintenance & Managing Risk

Format

Presentations must be 50 minutes plus up to 10 minutes of Q&A.  Presenters must be on site and receive free admission to the conference, the Exhibitor Hall, keynote addresses, and lunch.  The Conference Committee will evaluate all proposals, but there are only 12 time slots available each day.

Key Dates  

  • August 15th: Please complete the form below and submit to dmanalan@memberleader.asq.org and srane@memberleader.asq.org and no later than August 15th 2023. 
  • September 3rd: Applicants will be notified if the submitted proposal was accepted, confirmation requires a signed speaker agreement.  
  • September 15th:  Sign speaker agreement and submit. 
  • October 8th : Submit final set of slides by October 8th. ​

Speaker Proposal Form

1. Title: (Max 50 characters)

Provide a clear and concise title to list and publicize your presentation.  Consider including a tag line, e.g. – “Raising the Bar to Excellence – a CAPA journey.”

2. Description: (Max 100 Words)

Show the prime focus of your presentation and what the attendee(s) will learn.

Provide a short description of your session that will be posted on the conference website and distributed electronically to registrants.  Consider identifying the intended audience (Management, Engineers, Quality Professionals, etc.) and what they will learn.  Think of this as an advertising blurb to capture people’s attention and make them want to attend.

3. Session Abstract(s): (250-300 Words)

Please provide a more detailed overview of your proposed presentation for inclusion in the conference materials.  Abstracts should include the following:

  • Introduction of the topic, including context and background (don’t repeat the Description above)
  • Objectives in terms of what you intend to communicate; what problem(s) are you addressing?
  • Approaches you intend to use to get your message across, e.g. – case studies, data analyses, tips & tricks, etc.
  • Key takeaways the audience should expect to learn.

4. Biographical Sketch: (150-200 Words)

Please provide a summary of your career and credentials for publishing in the conference proceedings.  This information should be composed from the third person perspective.  You may also include a link to your LinkedIn profile or website.

5. Contact Info & Credentials:

Name, address, email, phone, organization, title, and LinkedIn profile link.

6. Additional Info:

Anything that may increase the value or credibility of your proposal, for example, presenter’s relevant credentials or experience in the related field, etc.  If the proposed or similar presentation has been presented in another venue, preferably a national venue, it will add to the credibility and interest to our audience; if the organization or the presenter has won relevant industry recognitions, such as awards or press citations, this will be of benefit in attracting attendees.  Attachment of your presentation or an outline slide is welcome. 

Please submit proposals to dmanalan@memberleader.asq.org and srane@memberleader.asq.org  
not later than August 15th, 2023.  

For general questions about the Conference, please email srane@memberleader.asq.org

Encouraging New Speakers

I would like encourage new speakers at BOSCON, and at ASQ events in general. I will make myself available to assist and coach individuals who want to speak. I will help you refine your proposal, review and propose edits to your slides, and do some speaker coaching. Let me know if you want some coaching through this blog’s Contact or on LinkedIn.