With so many changes in our world since Covid-19 entered into our lives, I wanted to take a look at what is happening in survey research. Here are some of the trends that we are seeing in 2021:
I have had the privledge of being an invited member of International Union for the Conservation of Nature (IUCN) for many years on their Commission for Environmental, Economic, and Social Policy. However, this was the first IUCN World Congress I have been able to attend. The #IUCNCongress gave me the chance to build relationships with scientists, business leaders, and policy experts from around the globe. Check out the Congress Highlights here.
What does IUCN have to do with a research consulting firm? One of the reasons that I take the time to work with this organization is that they align closely with Shelby Global values. They also think globally, are inclusive of businesses/corporations, and work towards nature-based solutions for both people and the planet. For example, the #COVID pandemic showed just how critical our relationship with nature really is, our human wellbeing depends on it. Respecting nature can help us #BuildBackBetter
Since I rarely turn away a #MethodsMonday blog post opportunity, note that IUCN has one of the most comprehensive ranges of authoritative publications for conservation and sustainable development: https://www.iucn.org/resources
Lori Shelby, Ph.D.
1. Focus on your users, not the data.
Speak to your potential users first!
For example, you want to understand the following:
This information is typically collected by interviews and/or surveys. Occasionally, I have already been able to gain this information through working with the involved team(s) throughout the project. However, even in those cases, I make sure to check in with my potential users to make sure (1) nothing has changed, and (2) the answers I believe are true actually are.
2. The 5 Second Rule and the 1 Second Rule
Your users should be able to find the information they need in about 5 seconds. Each graphic should take less than 1 second to understand.
I have seen dashboards with incredibly complicated graphics, that take far more than 5 seconds to interpret each one. No one, regardless of their experience level with metrics, should be asked to waste their time in this manner.
Keep things simple! The information most people need and/or that is used often should pop out at the users in a simple, clean, uncluttered way. The old adage "Less is More" definitely applies to dashboards.
Yes, you want to provide opportunities for deep dives in the information for those who need it. However, deep dives can be faciliated while still making the dashboard easy to use, clear, and intuitive (e.g., with filters allowing users to drill-down into the data, interactive elements, animation options).
3. Choose Your Layout and Design Carefully.
Make sure you are following basic design principles even if you are using a pre-designed template.
Dashboard design and data visualization design have a substantial knowledge-base. Keep in mind that when you look at the dashboard it should look clean, simple, and easy to understand. I like the ones I design to even look enjoyable to use.
Here are some tips:
4. Be Cautious with Real-time Data
Only provide live data when it is necessary and appropriate.
LIve data can be confusing. As data comes in, it may only be telling part of the story. It is easy to misinterpret. For example, when conducting a survey, it is rare that there are enough results to properly interpret the data until the survey is closed. Avoid live data unless you have a solid reason for providing it. When you do provide live data, make sure you include any applicable warnings.
I have seen poor business decisions being made because the user didn't consider the sample size even though it was clear on the dashboard. These intepretation errors can be costly. Be Cautious.
5. Leave Plenty of Time for Testing and Revising
Test Everything With Your Users
Don't wait until you are completely done with the dashboard to test. You will want to speak to them frequently to make sure that your design is consistent with their needs.
For example, for a complex dashboard, you will likely want to make sure that the organization of your dashboard makes sense to people (e.g., what information is on each page). Cardsorting is traditionally the UX Research method utilized for this.
Regardless of how simple or complex your dashboard is, you will want to understand the following through usability testing:
I also like to know what the users first reaction was to the dashboard. Are they delighted, intimidated, etc.? What can I do to make their first reaction a positive one? Sometimes that is as simple as changing some design details.
Lori Shelby, Ph.D.
Happy Methods Monday! For those of us who frequently use United States Census Bureau data, it is easy to forget that are other great federal data sources in the U.S. Did you know that there are 13 primary agencies for federal statistics data in the United States? Check out the complete list. There is even a fun quiz for you data wonks out there.
Happy Methods Monday! Our clients are telling us that it is challenging to write demographic survey questions in an inclusive way. We understand. We put together guidance, including specific examples, using inclusive language to collect data on gender, sexual orientation, ethnicity, and race.
A few key points:
The Shelby Global Team
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