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The Internal Communications Data Storytelling Guide

POSTED ON 
February 23, 2021

This post was originally published on Bananatag and was a collaboration between Emily Stanislaus, Bananatag’s Content Marketing Writer, and Jackie Berg, Brilliant Ink’s Head of Research and Business Development. 

Your leadership team asks you for the numbers on a recent employee email campaign.

You pull the metrics.

You check the charts.

Then, you scratch your head and ask yourself: wait, what is going on here?

What is the story?

Is there even a story? 🤔

data-equations


Sooner or later, every internal communications professional will have to work with data.

Whether you’re a master of measurement or you’re mystified by internal comms metrics, knowing how to present and tell the story of your data is the most powerful way to demonstrate the effectiveness and influence of your internal communications.

But the perfect story isn’t always in plain sight and analyzing data is probably not something you're used to.

If data analysis or numbers intimidate you, don't worry—you have everything you need to be an awesome data storytelling master already.

You just need to know how to harness it.

That’s why we put together this handy guide to help you recognize your data storytelling skills and unlock the power of your internal comms data.

@linkList;TABLE OF CONTENTS:;Why is data storytelling important in internal comms?;Why communication professionals are the best data storytellers;COVID-19: A case study in effective data storytelling;Warning: A dashboard is not a story;How to interpret internal comms data;How to present data to your leadership team;Example of data storytelling in internal comms;What data visualization tools should I be using?

Why is data storytelling important in internal comms?

Data is an increasingly important part of measuring the employee experience.

Whether we're looking at email open-rates or measuring employee sentiment with pulse surveys, data can help leaders make informed decisions.

But when presented with a bunch of numbers, it's hard to discern what information is important, what they really mean, and what decisions should be made.

Stories help cut through the noise and help us focus on what's important.

The truth is that data storytelling is an essential skill—now and in the future. It’s another form of literacy and a huge asset in the workplace.

Miro Kazakoff, a leading lecturer in communications and data storytelling at MIT’s Sloan School of Management, puts it best:

"Being literate with data and able to explain the stories it reveals is as important a form of literacy as being able to read, write, and speak clearly. It’s a core skill, not a job function, and it cuts across all divisions and roles at a company.”

Why communication professionals are the best data storytellers

Interpreting data was once reserved for data scientists. Although data scientists are skilled at collecting and analyzing data, they often lack the skills of storytelling and tailoring their findings to different audiences.

Communications professionals, on the other hand, bring essential skills to the table. You know how to distill complex information for a general audience and get key messages across—all while wrapping it up in a captivating, persuasive narrative.

At its core, data storytelling is communication.

And when done right, it’s pretty powerful.

COVID-19: A case study in effective data storytelling

We’ve seen the immense impact of communication professionals and data storytelling throughout the COVID-19 pandemic. The most effective public health communication efforts around COVID-19 combine a clear presentation of data with a captivating narrative arc.

That’s because communications professionals know that while statistics are important, people make decisions based on emotion.

And the best way to communicate emotion is through stories.

What does that look like in the case of COVID-19?

The success of the “Flatten the Curve” chart is an example of communicating data in a compelling narrative.

flatten-the-curve-graphic-covid-19-coronavirus-1

Originally used among healthcare experts, this public health chart has been adapted from a scientific journal for news outlets and social media so that it resonates more with the general public. It shows how measures like social distancing and hand-washing can contain the spread of the virus and keep infection rates low enough for healthcare system capacity.

And, when communicated effectively, this chart can also positively affect behavioral changes to actually flatten the curve.

The data in itself is powerful, but without the story, people wouldn't understand why it was important and it would be less likely to influence them.

This is just one instance of the power of data storytelling in our everyday lives.

When done right, data-fueled stories grab our attention, stick with us, and influence our behavior.

So let's dig in to how you can become a data storytelling master.

Warning: A dashboard is not a story

We've all been tempted to snap a screenshot of our analytics dashboard, plop it into a PowerPoint, and say, “Look at how successful our campaign was!”

But as nice as dashboard stats might be, they’re just one piece of a bigger picture.

And they don't really tell a compelling story, at first glance.  

That's because a dashboard can tell you what is happening—but it does not tell you why it is happening.

Data cannot stand on its own, especially if you’re building an argument or a business case. Data needs to be put into context for your audience so that it’s memorable, persuasive, and engaging.

To paint that bigger picture, you need to dig deeper into the why.

How to interpret internal comms data

Ask the right questions

Looking at the data in front of you can feel pretty overwhelming.

Where do you even begin?

Before you dive in, take a moment to step back and be curious.  advice Creating Stories from Numbers webinar  with Bananatag. To make sure that you’re getting the strongest story possible, ask yourself the following questions:

The answers to these questions will help you uncover the story.

Visualizing the data will help analyze the data

The cool thing about data visualization is that you don't have to know the story before you start.

Unless you're a data savant, looking at a bunch of numbers in a report probably won't get your wheels turning.

Playing with the data visually by plugging it into various charts or other visual representations will help to illuminate what is really happening, and often, the story will reveal itself.

So here's how to start visualizing and analyzing your data, so you can create a compelling presentation:

How to present data to your leadership team

Step-by-step data visualization process
1. Choose the right charts

Instead of standing alone, charts should complement your presentation and be easy to read. Any data visualization should pass the “glance test."

“I want my audience to glance at a chart for two to three seconds max and get the main point. Especially if I’m presenting the data, I want them to turn their attention back to me.” -Jackie Berg, Head of Research

You want your audience to focus on what you’re saying rather than spending their energy deciphering a chart.

Pie charts, for instance, do not pass the glance test. The angles are hard to read, the values are close together, and you’re forced to include a detailed key or legend so that your audience can make sense of it all.

Plus, if your stakeholder is color-blind, or someone prints out your report in black and white, your story is gone.

Moral of the story: choose your charts carefully and just say NO to pie charts.

2. Clean your charts so they pass the 'glance test'

To make sure your chart passes the glance test, take a look at the grid lines on the horizontal axis (the X axis).

In this example, you’ll notice that there are grid lines and tick marks at every 10%:

An X axis shows increments of 10%. Above this X axis, the text reads "Clean up the X axis!"

This chart looks pretty busy as a result.

The general rule for grid lines is to aim for a maximum of 3 to 4, like this:

The X axis now has increments of 25%

By reducing the grid lines and simplifying the X axis to mark increments of 25%, this new chart is already less busy and easier to read.

You’ll also see that Year 1 and Year 2 now stand out to the reader and are easier to distinguish. Making the descriptors on the vertical axis (or the Y axis) bold makes this chart easier to read.

Next, you’ll want to clean up the chart spacing.

Bars in a bar chart have huge gaps between data sets.

Reduce the amount of space between these individual bars to make it easier to visually compare one data point to the next:

The bars in this chart have reduced space

You can do this in PowerPoint by clicking on the chart, opening the Format panel, and adjusting the gap width:

The instructions to format the data series in PowerPoint include: selecting "Format Data Series", selecting "Primary Axis" and adjusting the "Gap Width"

Then, you’ll want to clean up your chart legend.

The text "Clean up the chart legend!" is overlaid on top of the chart

Right now, the way this chart looks, the legend is too much to read in addition to all of the other information.

We recommend changing this into a table instead:

The legend items are easier to read in a table format alongside the bar chart

Now you’re ready to adjust the color to really make your points pop.

3. Use color and contrast strategically

Before adding color, remove all color to create a blank slate. This is so you can figure out how to make your main points shine and stand out.

All of the data points are in gray

With more presentations taking place virtually over Zoom or Microsoft Teams, emphasizing your main points visually is critical to getting your story across.

Contrast is an effective way to do this.

Use a bold color to highlight those main data points. You’ll want to make sure they jump out in the midst of all that grey.

The four main data points for "Strongly Agree" and "Agree" are highlighted in navy against a gray background

Then, you can play around with the colors to get a color combination that will really stand out.

When you use a high contrast background, your audience’s eyes are immediately drawn in—like this chart, with a navy blue background and yellow highlights for the main points:

The four main data points for "Strongly Agree" and "Agree" are highlighted in yellow against a gray background

With contrast like this, the story you tell will be memorable and easy to decipher.

Want to highlight something really important?

Save high contrast slides for when you really want to emphasize a point and drive your case home.

For example, let’s say you want to highlight a key email metric, like the highest open-rate you’ve had in the last few months. You can use one color to draw attention to that exceptional open-rate:

The highest data point is highlighted in bright blue against the other points in gray

Then use a different color to highlight a contrasting point, like the lowest open-rate.

Use these low and high data points to build your story. The narrative will become more apparent when you visually draw attention to opposing data points.

Another data point is highlighted in orange to show the contrasting size between this point, which is much lower than the high data point in blue
4. Title your slides

Slide titles are extremely precious real estate.

Your slide title is your one shot to sell the overall narrative of your data. Your audience needs to be able to read and understand it quickly.

This is the place for you to spell out: “What is the data telling me?”

The slide title tells the story of the data with a fictional "74% YOY increase in those who strongly agree or agree that the company would be lost without us". The main points are highlighted in yellow and the rest of the text is in white against a navy background.

Although this chart is a fictional example, the title complements the data and is also highlighted with punchy, bold yellow text to stand out.

Now your chart visualization is now complete.

But the data story is not.

You’ve grabbed your stakeholders’ attention—but now you have to keep their attention and make your case.

5. Context

Now it’s time to ask: “Why does the data look like this? And why do I think this might be the case?”

Context is key to bringing all of your hard work together and making your case.

It’s time to connect the what to the why.

What did you do in the last year that positively impacted your survey results? Why are your email open-rates higher in March than in February?

Maybe you implemented a tool like Bananatag, or ran a successful employee engagement campaign. Whatever the case might be, this is your opportunity to show how the numbers relate to your internal comms efforts.

When you add context to your data, the story comes to life.

In the case of email open-rates in this chart, for instance, you can connect the numbers to specific email campaigns or launches:

A chart outlines an average open rate percentage with a line through all of the weekly open rate data points

To really emphasize the difference that a particular campaign or launch made, highlight the key findings in text boxes with the main takeaways in bold:

A slide title says "On average, 65% of employees read your news each week". There is an orange text box describing the lowest open rate and that corresponds to the orange data points. There is a blue text box that outlines the highest open rate and it corresponds to the data point in blue.
6. Make your case

So you’ve shared the data and results. Your stakeholders are leaning in, their interest is piqued.

But guess what?

Results like these didn’t just happen by accident or coincidence. This outcome is because of your team’s hard work.

And this isn’t time for a humble brag—this is your time to show off.

Or as we like to say: “This is a ‘Damn we’re good! and we have the data to back it up’ kind of a brag.”

So once you've presented your charts, make sure to highlight your brilliant achievements on a separate slide (“damn we’re good” graphic optional 😉). Take a moment to be proud of what you’ve accomplished and share the good news with your stakeholders:

Three achievements are outlined with an animated flexing arm and the words "Damn, we're good!"

While you've got their attention, now it’s time to answer: “How should we move forward?”

What’s next?

Outline a plan to build on the momentum. Share how you’re going to keep up the success of your internal communications efforts and outline what you need from your stakeholders to put that plan into motion.

With the context you've already provided, you’re actually building a convincing business case for internal comms.

This slide uses the slide title and then outlines three points on "Our plan to keep it up" and another three points for "Here's what we need from you"

Survey results put into context with a business case.

A similar approach is applied to email analytics open rates, with three points on "Our plan to keep it up" and three points for "Here's what we need from you"

Email analytics put into context with a business case.

Example of data storytelling in internal comms

Let’s say that your organization has five offices. You take a look at your email open-rates and wonder: How many people are reading our newsletter each week?

You break down the weekly opens by office. At first glance, it looks like everyone in San Francisco is super engaged and enjoying your emails:

A bar chart shows that a San Francisco office has more average weekly opens by office than any other office

But when you take into account the total office headcount for each location, you get a different story:

This chart, using contrasting colours, shows that San Francisco's office headcount is the same headcount as the Denver offices. However, there are more open rates in San Francisco.

There’s something amiss in Denver.

Denver’s average weekly open-rates are abysmal compared to the total office headcount—which is the same headcount as open-rate champion San Francisco.

The contrasting colors between average weekly opens by office and total office headcount help your stakeholders make this distinction.

But this chart could be simplified even further.

Right now, it’s hard to read. You have to scan up and down to get the information you need, which is tiring on the eyes. Flip on the chart on its side instead:

This is the same as the above chart, but flipped on its side.

Now, you can read on a straight line and make a comparison between Denver and the other offices easier—and faster.

Better yet, when you add percentages instead of raw numbers, you get an ever clearer picture of the problem in Denver:

This slide shows the title "There's a problem in Denver" and outlines the open rates in percentages.

Now this chart passes the glance test.

The percentages, together with a captivating slide title that calls out Denver in a contrasting color, create a compelling chart that immediately sparks a conversation.

You can also illustrate this point in different ways. One way is to create a map in PowerPoint and overlay circles to show the different office sizes.

With a quick glance, you can see that San Francisco and Denver are approximately the same size:

A gray map of the USA, with light blue circles over each office location to demonstrate their heacount : San Francisco and Denver are the same size, while Austin, New York, and Chicago are much smaller

Next, overlay representative shapes to show the percentage of weekly newsletter open-rates:

Another circle is added on to each office to represent the weekly newsletter open-rates, but this time the colour is dark blue in contrast to light blue (representing headcount). The comparison between San Francisco's almost equal circles is noticeable compared to Denver's smaller circle (weekly open rates) within a larger circle (headcount)

And, finally, use contrasting colors to specifically call out Denver and make your point:

This difference is highlighted even further with a lighter orange colour for Denver's headcount, and a darker orange for Denver's weekly open-rates. The other offices are in light blue (headcount) and dark blue (open rates).

So you know that there’s a problem in Denver: no one is reading your newsletter.

But could this maybe be an indication of a larger problem?

If you're using a tool like Bananatag, you can compare email analytics across departments, offices, or locations in your organization and compare results across the various users and senders. This way, you can find out if there really is an employee engagement issue in Denver and confirm whether your colleagues are seeing a similar pattern when they send communications to the employees located in Denver .

When you compare newsletter data with your colleagues, the point becomes clear. There really is a problem in Denver. It’s not just you and the emails you send—there is something much bigger going on.

Side-by-side bar charts comparing your newsletter readers (in orange against gray) to your colleague's readers (in blue against gray)

But how do you get a sense of that bigger problem?

One way is to compare the newsletter metrics with your latest employee engagement survey results, regional sales number, or any other relevant KPI that can be broken down by office or region:

Side-by-side bar charts comparing newsletter readers (orange against gray) to engaged employees (yellow against gray)
Side-by-side bar chart comparison of newsletter readers (in orange against gray) to sales reps meeting quota (in turquoise against gray)

By doing this, you’ll find correlations between your internal comms metrics that strengthen the story you’re trying to tell.

And to make that story shine, take your chart game a step further: illustrate these different data sets with their own unique colors to make each comparison unique.

So now you know that it’s not just a readership issue in Denver—it’s an engagement issue in Denver.

With this context, you can then build a compelling argument for your stakeholders. Whether it’s more investment in internal comms tools or boosting budget to focus on strengthening employee engagement, you have the data to back your story up.

A summary of why there's a problem in Denver, featuring three points under "What we plan to do" and three points under "Here's what we need from you"

What data visualization tools should I be using?

Here are a few tools to get you started:

Data visualization is your new best friend

By now we hope we've shown that data storytelling doesn't have to be intimidating.

It can actually be easy.

Because, as a communicator, you’re already a powerful storyteller.

You are already equipped with the communications chops to present data in a relatable and convincing way—and win over your stakeholders.

Facts and figures are the what. But you provide the why.

Now, you’re well on your way to becoming a data storytelling master.

Not only is this a communications superpower, but it’s also a skill that will make you stand out in your career in the long-term.

Nice work.


Emily Stanislaus is the Content Marketing Writer at Bananatag. From her work as a communicator in both non-profit and tech, she knows how vital internal comms is to any organization. When Emily isn’t crafting content for Bananatag, you can find her writing fiction, obsessing over cats, or quoting The Office. You can follow her on Twitter, LinkedIn and the Bananatag blog.

Looking for more bite-sized brilliance? Subscribe to our monthly newsletter, the Inkwell, and follow us on LinkedIn and Twitter.

Jackie Berg
HEAD OF RESEARCH & BUSINESS DEVELOPMENT

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