General, Presentation

PowerPoint / Presentations / Data Visualization

I wrote a post last week about PowerPoint and how easy it is to use it carelessly — to just open it up and start dumping in a bunch of thoughts and then rearranging the slides. That post wound up being, largely, a big, fat nod to Garr Reynolds / Presentation Zen. Since then, I’ve been getting hit right and left with schtuff that’s had me thinking more broadly about effective communication of information in a business environment:

Put all of those together, and I’ve got a mental convergence of PowerPoint usage, presenting effectively (which goes well beyond “the deck”), and data visualization. These are all components of “effective communication” — the story, the content, how the content is displayed, how the content is talked to. In one of Reynolds’s sets of sample slides, you can clearly see the convergence of data visualization and PowerPoint. And, even he admits that this is a tricky thing to post…because it removes overall context for the content and it removes the presenter. Clearly, there are lots of resources out there that lay out fundamental best practices for effectively communicating in a presentation-style format. Three interrelated challenges, though:

  • The importance of learning these fundamentals is wildly undervalued — it sounds like Abela’s book tries to quantify this value through tangible examples…but it’s a niche book that, I suspect, will not get widely read by the people who would most benefit from reading it
  • “I need to put together a presentation for <tomorrow>/<Friday>/<next week>” — we’re living under enormous time pressure, and it’s incredibly easy to get caught up in “delivering a substantive deliverable” rather than “effectively communicating the information.” When I think about the number of presentations that I’ve developed and delivered over the past 15 years, the percentage that were truly effective, compelling, and engaging is abysmally small. And that’s a waste.
  • Culture/expectations — every company has its own culture and norms. For many companies, the norms regarding presentations are that they are linear, slide-heavy, logically compiled, and mechanically delivered affairs. For recurring meetings, there is often the “template we use every month” whereby the structure is pre-defined, and each subsequent presentation is an update to the skeleton from the prior meeting. Walk into one of those meetings and deliver a truly rich, meaningful, presentation…and your liable to be shuttled off for a mandatory drug test, followed by a dressing down about “lack of proper preparation” because the slides were not sufficiently text/fact/content-heavy. <sigh>

What’s interesting to me is that I have spent a lot of time and energy boning up on my data visualization skills over the past few years. And, even if it takes me an extra 5-10 minutes in Excel, I never send out something that doesn’t have data viz best practices applied to some extent. As you would expect, applying those best practices is getting easier and faster with repetition and practice. So, can I do the same for presentations? And, again, that’s presentations-the-whole-enchilada, rather than presentations-the-PowerPoint-deck. Can I balance that with cultural norms — gently pushing the envelope rather than making a radical break? Can you? Should you?

General

PowerPoint the Application vs. the Application of PowerPoint

Slightly off-topic for this blog, and a little dated, but worth sharing nonetheless.

During a discussion with a couple of my co-workers today, I made an observation about how my current company, as well as one of the major consulting firms we use, seem to really be in love with PowerPoint as the documentation/presentation/communication/general-purpose tool of choice. This prompted an immediate and emphatic response from one of those co-workers, who insisted that he “loved PowerPoint.” 

The exchange reminded me of the news last year that Katsuaki Watanabe, the President and CEO of Toyota, had decreed that employees stop using PowerPoint for the creation of documents. Garr Reynolds (aka, Presentation Zen…master), had a great take on the news. A couple of the highlights:

  • To be clear, Watanabe did not “ban PowerPoint use,” as was mis-circulated at the time
  • Watanabe did severely discourage the use of PowerPoint as a documentation tool — Reynolds calls these “slideuments” (slides + documents), which is a wickedly apt designation (and the core of this post)
  • “…visuals projected on a screen in support of a live talk are very different from material that is to be printed and read and/or analyzed.”

And, a longer excerpt that is also key:

…there is often no distinction made between documents (slideuments made in PowerPoint) and presentation slides prepared for projection. They are often interchangeable. Sounds efficient, right? And it would be funny if it was not so inefficient, wasteful, and unproductive. The slideuments produced in Japan make understanding and precision harder when printed, and when used for projected slides in a darkened conference room, they are the country’s number one cure for insomnia. 

This was fundamentally the distinction that I was trying to get my co-worker to understand…without much luck. He’s clearly got some PowerPoint chops — he kept pulling up different slides he had done that had intricate builds and snazzy palettes and templates. But, the slides he was most proud of were heavily laden with annotations and text — they were standalone, comprehensive pictorial representations of complex concepts or systems.

Once he let loose with, “The point of PowerPoint is not the retention of the information — it’s the ‘wow’ factor,” I admitted defeat.

The title of this post is really the gist of my thesis here: Powerpoint the application is not the same thing as the application of PowerPoint. All too often, we don’t make that distinction. As Reynolds puts it, “Slideware is not a method, it’s simply a kind of tool.”

Think of a sledgehammer. It’s a tool — an application, if you will. But, it can applied for vastly different purposes:

  • Used with a wedge to split firewood
  • Used to drive a metal fencepost into the ground
  • Used to prop open a door that keeps blowing shut

These are very different applications of the tool, and you would be clear as to what it was you were trying to accomplish when you hiked it over your shoulder and headed off to the task at hand.

It's not what the software does...
[Cartoon by Hugh MacLeod — see oodles more at gapingvoid.com]

The same holds true for PowerPoint. It has several different distinct possible uses…and it’s worth being clear as to which one you are tackling:

  • A live, in-person demonstration — think simple, minimalist visual backup that supports an engaging presenter without distracting from what he/she is saying; think Steve Jobs (and, if you’re not familiar, check out one of the Presentation Zen posts on that subject)
  • A live, online presentation via a webinar or web conferencing solution — this is a stickier wicket, in a lot of ways; it’s tempting to hedge against technology quirks by distributing the .ppt/.pptx file to all of the attendees via e-mail so they can simply pull up the deck and follow along, but this can be problematic, as the audience can then jump ahead and jump back. Generally, this sort of presentation is “the best alternative we have” when, ideally, you’d be doing a live, in-person demonstration. I would think this means the same minimalist approach described in the prior bullet would apply.
  • Documentation never intended to be presented — slideuments — these really are problematic and should be avoided. 

All too often, there is a blurring of all three of these: a live presentation for some people, while other people are participating remotely, and the “presenter” has distributed the presentation as a handout that has all of the detail that he/she is going to present. That leaves the participants cognitively vascillating between listening to the presenter’s words and reading through the detail in the presentation that is either being projected or is printed in front of them. It’s just not effective. Make the presentation a presentation. If there is supplemental detail or review material, put that in a document and distribute it separately — before, during, or after the presentation. Let the presentation be truly visual and let it support the concepts and information being presented, with an emphasis on the concepts

Aside: To bridge back to the topic of this site, I’ve even seen PowerPoint used as a poor man’s BI presentation tool: PowerPoint 2007 linked to Excel 2007, which was in turn linked to Access 2007, which was in turn hooked into a SQL Server database. On the one hand…<shudder>. On the other hand, when it came to a portable (once the link to Excel was removed), shareable report, it wasn’t half bad! (Our intent was for it to also be a prototype that we could iterate on quickly as we developed requirements for a true BI tool…but that didn’t pan out for other reasons.)

So, that’s my mini-rant. It’s a problem. A clear problem. But, not one that I intend to solve. If you’re interested in thinking more about the topic check out:

  • Presentation Zen (obviously)
  • Laura Fitton / Pistachio Consulting — you can just look at her posts that have the presentation tag
  • For the militant/extreme death-to-PowerPoint take, there’s the inimitable Edward Tufte…but he really does go a bit overboard