Nancy Duarte explains how to combine data with story structures to create inspiring presentations.
You’ll Learn:
- The three-act structure of data
- The true hero of your presentation
- How to make magical moments for your audience
About Nancy:
Nancy Duarte is a communication expert who has been featured in Fortune, Time Magazine, Forbes, Fast Company, Wired, Wall Street Journal, New York Times, LA Times, and on CNN. Her firm, Duarte, Inc., is the global leader behind some of the most influential visual messages in business and culture. As a persuasion expert, she cracked the code for effectively incorporating story patterns into business communications. She’s written five best-selling books, four of which have won awards. She’s been ranked #1 on a list of the World’s Top 30 Communication Professionals.
- Nancy’s book: DataStory: Explain Data and Inspire Action Through Story
- Nancy’s book: slide:ology: The Art and Science of Creating Great Presentations
- Nancy’s LinkedIn: Nancy Duarte
- Nancy’s Twitter: @NancyDuarte
- Nancy’s TED Talk: The secret structure of great talks
- Nancy’s company Twitter: @duarte
- Nancy’s website: www.duarte.com
- Term: Slidedocs
Resources mentioned in the show:
- App: Pocket
- Talk: Steve Jobs introduces the iPhone
- Talk: PopTech 2009: Michael Pollan
- Book: Influence: The Psychology of Persuasion by Robert Cialdini
- Book: The Writer’s Journey: Mythic Structure for Writers by Christopher Vogler
- Book: Good to Great: Why Some Companies Make the Leap and Others Don’t by Jim Collins
- Book: Ownership Thinking: How to End Entitlement and Create a Culture of Accountability, Purpose, and Profit by Brad Harris
Thank you Sponsors!
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Nancy Duarte Interview Transcript
Pete Mockaitis
Nancy, thanks for joining us here on the How to be Awesome at Your Job podcast.
Nancy Duarte
Thanks for having me, Pete.
Pete Mockaitis
Well, I am excited to dig into your wisdom. And I’d love it if you could start us off by sharing a story about one of your clients who really transformed their presentation using stories.
Nancy Duarte
Oh, that’s a fantastic question. So, we work with really, really great brands. I can’t name the customers but I sure can tell you outcomes of what’s happened to them after they started to embrace stories. So, there’s one local public CEO here who went from unfavorably rated on Glassdoor to the highest-rated CEO and a lot of it had to do with when he would talk about his work. It was kind of self-congratulatory and we taught him how to tell stories and how to make a stronger connection to the audience and it actually skyrocketed his Glassdoor rating. He worked hard on internal communications which is important.
Pete Mockaitis
Well, that’s amazing. Well, I’d like to hear a little bit more about that. So, for example, when presenting in front of employees, he would kind of convey that he was responsible or she was responsible for that victory and accomplishment and results, and you sort of had a shift there. Or, how did that go down specifically?
Nancy Duarte
Yeah. Well, what happened is, because he was an accomplished CEO at his former public company he would always point back to big victories, big victories at this other company, big victories at the other company. And then what we asked him to do was part of telling a great story is the fact that the story has a messy middle. That’s the most exciting part of a movie, right? The boy doesn’t get the girl and then the monster steps on them and then they got shot in the shoulder with an arrow, and then they have to climb out of the pit. Like, that’s the exciting part, and that’s the thing we love about stories is that life is hard and we’re watching and cheering for this person as they go through these hard times.
So, we explain, that’s the part, that’s what makes you transparent, that’s what makes you humble, that’s what makes people connect to you if you tell a story where you failed. And so, he did. He told a story about a skunk-work project that he started when he started at this new company that he was at and how it failed and what he learned from it. And just adding that one anecdote into this one talk, he was flooded, like, “That’s the best talk you’ve ever given. I loved it. It was the best one ever.” It just had to do with being real and talking about, “Hey, I’m not going to fail on your watch. I already learned this lesson,” and being really open and transparent about who you are and things that you’ve overcome. A lot of leaders are afraid to do that.
Pete Mockaitis
Well, that’s huge, and I guess the proof is in the pudding right there in terms of the complete transformation and perception.
Nancy Duarte
Exactly. And then the results. There’s a lot of sensitive topics right now that a lot of people are having to address at work and in life, and I think when you frame them in a story and tell it as a story, people will remember them more than if you just whipped out a PowerPoint and click through a bunch of slides. I think people are craving human contact, human flourishing at work, and meaning, and story creates all those things.
Pete Mockaitis
And you have put some numbers to that in your book there DataStory associated with the extent to which stories can resonate a whole lot more than facts and data. Can you share some of those perspectives?
Nancy Duarte
Yeah. So, my new book is really about how to explain data so that people move to action through storytelling. So, when you see the words data and story combined, some people think it means that I’m saying, “Oh, yeah, apply a bunch of fiction into your data.” That’s not what this is about. It really is about taking the strength of the framework of a three-act structure of a story and using it to explain your data.
So, now we can hook up FMRI machines to the brain and see what’s happening when a story is being told. And now we have scientific proof that the sensing parts of the brains fire up when a story is being told, and so why not use this magnificent framework to actually explain data so that you can move people to action because of the results of the data. So, that’s kind of the premise of the book.
Pete Mockaitis
And I was really struck with your charts that sort of showed the bar chart sort of moving in different directions and how that can correspond to different kinds of stories. So, could you give us a little bit of an example or overview of how those things go together?
Nancy Duarte
Yeah, I love that. So, one of the other things that’s happened as far as science and story is that the computational story lap put in all of the books from the Guttenberg Project that was almost 1700 books, public domain fiction books. They fed it into a computer and it actually did show that stories have six finite arcs. And those arcs, they either end in a happy ending, you know, comedy or tragedy, they end and it resolves or it ends and it was tragic.
And same thing happens to a chart. So, picture in your mind, you have a line chart, and the happy ending to that line chart would be if it went up. And then a tragic ending would be if you wanted the line to go up and it went down. Well, those are classic story arcs. And the way you communicate when the line is going up versus the way you need to communicate if its ending is a tragedy, people process those stories very differently.
And so, the book gets into what to do if your chart falls on one of the six emotional arcs, what it is that the audience needs to hear from you and how to communicate that particular arc structure to an audience. It sounds complicated to explain verbally but there’s visuals in the book to support it. But I think sometimes we don’t consider the emotional impact that a chart, like rushing toward the X-axis just like falling, and when what happens in people’s hearts when the line rushes high into the right. And so, it just makes you stop and consider how to communicate those story structures because your data actually is a story structure.
Pete Mockaitis
And those six arcs that’s kind of just like the trajectories in terms of up, up, up, or down, down, down, or up then down.
Nancy Duarte
Down, up. Down, up, yeah. It’s like a rollercoaster ride, yeah.
Pete Mockaitis
Well, maybe just to bring it to life, could you share sort of one story in conjunction with data so that listeners can say, “Ah, that is a lot better. Thank you”?
Nancy Duarte
Yeah, that’s a great ask. So, I could share a data story where we found an insight in the data and then you frame it in three acts, like a three-act story. And so, it’s a super simple one but I’ll share it anyway. I’ll just pick one of these super simple ones. Like, an act one. So, this is where we found an opportunity in the data. So, you found something that’s great and you really want to exploit this opportunity you found in the data.
Act one is you state the current situation. So, you would say, “Our new webinar about cloud services attracted more attendees than our historical high,” that’s the current reality. “And…” there’s a complication, “…there were 642 highly-qualified leads that came in from the webinar and it surpassed all other marketing channels by 22%.”
The third act is what’s the action you want to take. So, it’s, “We should, therefore, redirect our marketing funds to cover quarterly webinars to increase highly-qualified lead flow.” So, what’s a tiny itty-bitty executive summary told in three acts that paints the current reality, what’s going to be kind of hard about it, and what we need to do about it, and it’s data. It’s not fiction like I said. It’s not a fairytale. It literally is using the three-act structure to construct an executive summary so you could tell a manager and try to get funding for your webinars, or whatever it is that you’re trying to get done.
Pete Mockaitis
Well, so now I love that story, and I’m thinking if I’m on the receiving end of it, I’m going to say, “Heck, yes. Let’s double-down, triple-down on this approach. I’m in.” So, what would be the alternative way of presenting kind of like that same set of things that’s much less effective?
Nancy Duarte
Like, what happens is you might just flick a chart to the boss, you don’t communicate. So, some people would say, “Well, the data speaks for itself.” Well, did it really say, “Hey, let’s go and get more funding”? No, the data might’ve said, “Hey, that was 22% more effective,” but it won’t ever say the action that needs to be taken. So, there’s kind of these different mindsets about data. Some people just love to be in the data and they flick it. They’re like, “Well, it’s outside my paygrade to do anything about it. I’m just going to flick these charts.”
So, part of what this does is it challenges you to move just from exploring the data to dipping your toe into explaining it, because when you explain the data, that’s when you move from being an individual contributor to becoming a strategic advisor. So, a lot of this is about shaping what the data is saying so that people above you understand it, and it actually helps your career. It’ll actually help your career trajectory because artificial intelligence can go now and it can explore the data, and it can actually tell you the findings in the data. But a robot or artificial intelligence will never be able to tell you what to do about it accurately. So, it really is a career move to learn how to explain data well.
Pete Mockaitis
Yeah. And there have been so many occasions in which I have looked at slides and there’s a bunch of stuff on there, and I’m thinking, “Is that good? Is that bad? There’s a lot of lines. They’re squiggling. Are we happy about those squiggles? Are we not happy about those squiggles?” And so, I think that is huge when you share that message.
And I’m big on, well, I’ll get your take on this. I’m really big on having the slide headlines kind of convey the points. Instead of saying, “Sales over time,” the headline would read, “Sales have increased significantly more this quarter as compared to previous ones,” for instance. So, we know, “Oh, okay, this is significant and it’s a big deal and it kind of lets us know what to focus in on.” What’s your take on this?
Nancy Duarte
And that’s great, yeah. So, the chart title itself should stay true, like it should just state the fact of the chart. And what you mentioned, which is great, is the slide title. Now, the slide title is where you can make an observation, and that’s what you did. You made an observation that this quarter was great, it’s up significantly. That’s an observation you can make on the chart.
And then there’s another layer of information that’s, “Therefore, what do we need to do about it?” Because what’s interesting is it’s usually human behavior that makes a chart go up or down. It’s like, “Oh, hey, the salespeople sold more so revenue is up.” “The accounting screwed up so our profit is down.” Human behavior makes charts go up or down, or like clicks on a website makes charts go up or down, so there’s a desirable direction you may wanted to go. But then, once you’ve observed it, and said, “Hey, Q4 was significantly higher,” that’s an observation, “Therefore, what do we need to do about it? Is there an opportunity to exploit or a problem to solve so that the next quarter can be even higher?”
And so, that’s kind of where the gap is between an observation and understanding what action they need to take because of the observation. So, you’re right, so your slide title should be either an observation or an action to be taken. Absolutely agree.
Pete Mockaitis
Oh, okay. Cool. Now I want to talk maybe about you mentioned the phrase earlier dip your toe into the explaining of data, and I think that’s an apt picture because I think when I teach these in workshops, I have participants who seem a little bit scared to say, “Oh, man.” Like, when I gave these example headlines, like, “Hey, don’t do this. Instead do that.” I’ve had people say, “Oh, those are pretty sensational headlines that you’re using there, Pete.” I don’t know whether sensational is sort of over the top, it’s too much, it’s intense. Like, it’s sort of it’s almost shocking for some who are not accustomed to this practice. So, what’s your take if people feel a little risk averse or they don’t want to be too bold in making a statement about what the data show? How do you think about the psychological elements here?
Nancy Duarte
It’s really interesting because one of the things, if we could get data to tell us every little bit of every little step and it be perfectly true and right, I think there are some temperaments that would wait and wait and wait and not make a move until they could have many, many, many facts of data to do that. What’s interesting about your question is you’re asking a bit about the mindset of the people that are trawling through the data and whether or not they want to make a claim about the data.
What happens the minute you stake a point of view about the data, you’re kind of walking around with a target on your back, and a lot of people aren’t comfortable with that. So, that’s why you’re moving from an individual contributor position into a strategic advisor position because you’re willing to take the risk, you’re willing to stake a claim or make a point of view about the data, and you’re willing to say, “You know what, now we need to go hire another sales guy. That’s the action I think we need to take.”
Not everybody wants to move into these kind of managerial and leader positions to where they’re willing to say, “I have a point of view. And you know what, next quarter I might’ve been wrong but I’m willing to stake a claim and say I do feel we need to step forward in this direction.” That’s the part that makes people scared to form a point of view about the data because they don’t want the responsibility that comes with it because it does with responsibility once you have a point of view.
Pete Mockaitis
But it sounds like what you’re saying, let me put words in your mouth, is that it is, from a risk-reward profile, it is a better career strategy to take some points of view than to play it safe.
Nancy Duarte
Exactly. Exactly, if you want to grow in your career. You know what though, and I don’t want to pooh-pooh the fact that we need some really deep-thinking individual contributors that can become almost like fellow partner-level and fellows inside organizations. There’s a place for that because we need a lot of freaks of genius around data itself. But if you want to go in management and leadership, you need to start to create points of view about the data.
Pete Mockaitis
All right. Thank you. And so, now you mentioned that we got to cover actions, what we need to do as a result of this data. And you have a bunch of verbs in your book, which I get a kick out of.
Nancy Duarte
I love that page. I love that page.
Pete Mockaitis
So, how do you think about verbs and what are we doing wrong when it comes to our verbs?
Nancy Duarte
Yeah, this was such a fun journey for me because we work with amazing brands and I pulled thousands of just data slides, slides that had a chart on it, and then I pulled apart the parts of speech, collected every verb that was associated with data on these 2,000 slides, and then I found a pattern in the verbs themselves. I’m such a pattern finder and I love that you love that page because it was a lot of work.
So, there’s two types of verbs, they have two different kinds of energy to them. There’s what we will call a performance verb, and these would be things that help you reach KPIs, help you reach big organizational results. And then there’s process verbs, these are the activities you do in support of a performance verb to get something done.
So, think of the verb to run, right? Run is a verb, but you have sub-verbs to get you there. You have to pump your arms, you have to pump your legs, you have to breathe really heavy. Those are process verbs that you do to get you so you can run. So, it’s kind of like that. There could be a big performance verb that could be measured by an executive and then the supporting verbs that fall under it.
It was fun. This is definitely how the title of the book says to take action. This is definitely the guts of the types of action you may take from data. It was pretty profound. It was fun. It’s not exhaustive, I mean, but it’s pretty exhaustive. I went through it and couldn’t find anymore verbs, at least in our work or our clients’ works.
Pete Mockaitis
What’s interesting, when you say run, and I’m thinking about process versus performance, I’m kind of thinking of the word run as being in the middle, and performance would be like, “I got there, you know. I got there in four minutes, 12 seconds. And at this rate of speed I was running, that’s my high performance.”
Nancy Duarte
Yeah, what’s interesting is a process verb is you’re either done or you’re not a little bit. So, the process verbs are binary, you’ve either completed it or haven’t, and the performance verbs are ongoing or kind of a bit more conceptual. Like, “I want to disrupt the market. Like, the data says we should…” You could say, “Oh, we need to create flavor innovation,” that is something you could do based on some data. Or you could say, “We need to disrupt an entire market on flavor innovation.” It’s so different and has so many more things you have to do to support that performance. I guess you can call them mega verbs and minor verbs or something, but you could stack a lot of activities under a performance verb. Whereas a process verb is more finite.
Pete Mockaitis
And so, I’d love to get your take here on the pros and cons and the ideal context because I hear what you’re saying, those performance verbs, they’re mega, they’re big, there’s a whole lot of stuff that would go under them and could change some strategic things in a big way. And then, also, some people might find them a little bit fuzzy. Like, “What exactly are you saying? Are you saying we’re going to create new flavors and a lot of other things?”
Nancy Duarte
Yeah.
Pete Mockaitis
So, I guess how do you think about where you’re better off having more process things versus more performance things?
Nancy Duarte
It depends on who you’re trying to appeal to in the organization. So, like, if you’re a project manager and you’re managing your own project, you’re going to have a ton of process verbs just to get the project done, and you could stack them up in timelines and do all kinds of things with it. The minute that you feel like you have a proposal that’s so big you need to put it on your boss’ desk or your manager’s desk, then it needs to have a clear hierarchy to the verbs.
And that’s kind of what this creates. It’s like, “If we’re going to do this great big thing, this big market-changing thing, name that and then put all the activities under it that support it.” And so, there is a different kind of an energy if it’s going, depending on the scale of the person above you. There’s different ways kind of in the book of how to frame that based on who you’re communicating up to, or if you’re communicating to your peers in an update meeting as a project manager, that’s different than communicating at a board to a board of directors or something like that.
Pete Mockaitis
Certainly. And I can see that you might get some mismatches if you’re going super mega with the performance verbs to some folks who are like, “Okay, so what do you want me to do now?” like that sort of spelled out. And then vice versa, the executive might say, “I don’t know why you’re troubling me with this minor thing. Why don’t you just sort of handle that?”
Nancy Duarte
Yeah, yeah. Yeah, execs are too busy, really, to have to think through it for you and they want to make sure you’ve thought through it. So, the interesting thing, too, is any of these data recommendations you’re making, you can have a massive appendix, slides are practically free. So, have the guts, be in front, have it be brief and tight and lovely, and then, man, you could stack 200 slides in an appendix. And if they’re really curious about the details you provided them, but just don’t make them slug through all your details. But it’s kind of nice to have them there because then I’ll be like, “Man, that person really thought hard about this.” I’ll always peek at an appendix.
Pete Mockaitis
Oh, yes. I look at the notes, and, “Is that statistic significant?” So, I’m right there. Okay. So, reorienting a bit here. You have a fun turn of a phrase that we should be more like Yoda when we’re doing our presenting. What do you mean by that concept?
Nancy Duarte
Yeah, and what’s interesting is when we have something really important to communicate, sometimes we’re so either excited or scared about having to communicate it. We get so caught up that we think when we walk in the room we are, in storytelling it’s called the central figure, that we’re the hero, we’re the protagonist, we’re the ones talking the most, which usually happens in a story or a movie. Usually a hero is a central figure and they have the most dialogue. And it might feel like that because you’re in front of everyone presenting, but, in reality, you have to flip the context of who you are because the audience is actually the hero.
So, if you get up and you’re presenting, and your audience does not latch on to what you say, your idea dies. Like, they are the carriers. They’re the ones taking out the action from your idea, so if you don’t convey it well, you’re suddenly rendered powerless by your audience. And so, you have to actually approach your presentations or any communication that you do, email, blog, anything. I get my husband to do chores at home by doing this. You have to really think through, like, “Wait, what is it?”
Pete Mockaitis
How does that work?
Nancy Duarte
Yeah, I know, I know. I’m, hopefully, someone who loves you is listening and can get you to do their chores. Now, you have to really flip the mindset and realize, “Look, I’m in their lives as a mentor not as the hero.” In myths and movies, a mentor is like Yoda was a mentor, Obi-wan Kenobi was a mentor. A mentor comes along and does one of three things. They help the hero get unstuck, or they bring a magical gift, or they bring a special tool.
So, you look at, say, Obi-wan and Luke Skywalker, he brought the Force and he brought a lightsaber. He gave him a tool for his physical journey and a tool for his spiritual or heart journey. That’s what it should feel like when people sit through your presentation. They should say, “Whoa, I have the emotional feel to keep going,” or, “Oh, wow, I did not know that, and now I’m unstuck,” or, “Oh, my gosh, I’m going to run go do that because I was stuck right there.”
That’s how they should feel when they’re sitting through a presentation. They should feel like, “Oh, in my life journey, when I sat in that presentation, I got unstuck.” And it takes a minute for you to flip your framework of who your presentation shouldn’t be in service of yourself. It should always be in service of the audience.
Pete Mockaitis
Yeah, I really dig that. And so then, when you talk about magical items, what can that look like in practice?
Nancy Duarte
So, usually anything that’s kind of magical is something that appeals to the heart, something that would change a heart. Like, if you look at all the different magical moments, it’s like something kind of supernatural happens and they get some sort of a breakthrough. So, sometimes it’s like something unexpected. It could be a surprise. It could be a bonus. There are all kinds of ways to make something feel magical. Sometimes it’s even in the delivery of it.
Like, even in the book, in the DataStory book, I say, “Oh, you could throw a whole chart up there. But if you show it over time and create suspense and surprise, then the results feel even more magical.” So, it’s a tool to help them get unstuck, and there are ways when you communicate it to make it feel like that was a magical thing.
Pete Mockaitis
Yeah, that connects and resonates with me as I’m thinking about sometimes, and I guess I’m a weird guy, but if I read in a great book, I’m thinking about Robert Cialdini’s Influence right now.
Nancy Duarte
Oh, I love Robert.
Pete Mockaitis
In a great book that sort of shares the story of a scientific study, they sort of set it up, like, “Hey, some people went on the street and they approached folks, and they asked them a question.” And so, actually I can feel my heart thumping a little bit, it’s like, “Well, what happens in the baseline control versus the new thing?” And it’s like, “And it was four times more effective when they asked it this way.” And so, I think that’s exciting stuff. And you’re right, when you build that suspense, you have that experience as opposed to it’s just sort of cut and dried, like all the data is on one slide all at once, and you’re a bit overwhelmed as opposed we’re building into something.
Nancy Duarte
Yeah, it’s all in how it’s revealed over time. You’re saying the same things but it’s in how you frame it that can turn something that would be just fact-based into, as you’re revealing it, they’re feeling something.
Pete Mockaitis
And I guess in that same vein, you’ve got a nice turn of phrase with STAR moments, an acronym for something they’ll always remember. Could you give us a few particular examples of this and some tips on how we can generate more of those moments in our presentations?
Nancy Duarte
Yeah, so STAR moments, something they’ll always remember. One of my favorite examples, it’s actually in my TED Talk is where Steve Jobs spent about the first 30 minutes of the iPhone launch creating and creating and building and building and building suspense. And then the moment he turned the iPhone on, you can hear a gasp, an audible gasp in the audience, like “Huh!” when they saw scrolling for the first time. Your listeners might be too young to remember that.
But when they saw scrolling, they knew right then that he had made a revolutionary new product that had never existed before. But he could’ve just like, whoop, and whoop, and got it on, and like turned it on and all of that. But he knew the moment that they saw, so he went through the hardware, he went through the features, he went through the buttons. They never even saw it turned on yet. And when he turned it on, it took everyone’s breath away.
So, some of that was the timing. Now granted, some of it is the amazing product, but you could use a shocking statistic. It’s something that whatever is in your talk that you want them to chatter about at the watercooler or after, when they leave the room, it’s like, “Wow, I’ll never forget that.” It could be a shocking image, it could be a powerful metaphor, it could be an emotive anecdote or a story. There’s just a lot of different ways you can create that moment where they’ll be like, “Oh, my gosh.” And it could be any emotion. It could be shock. It could be awe. It could be tears. It could be like something in it where they just were like, “Well, I’ll just never forget that.” And really great talks have those.
Pete Mockaitis
Well, yeah, I’d love to incorporate some more of those. So, that’s a fun example of Steve Jobs. Can you lay a few more on us?
Nancy Duarte
Another fun one that I love is when Michael Pollan, I don’t know if you are familiar with his books.
Pete Mockaitis
With the food?
Nancy Duarte
Yeah, with the food. And what we did in that example was he was wanting to explain how broken our food supply system is. And you can find this video, it’s actually really well-done. It was from kind of like TED-like event called PopTech, and he spoke there. And so, we went out and bought two Big Macs, and he had I think it was only one Big Mac. He had one Big Mac on the table and he wanted to explain how much crude oil it took just to make that one Big Mac, and it took like 36 ounces or something.
So, we had him pouring crude oil into these clear glasses so everyone could see how much crude oil it took just to make that one hamburger. And that was like a moment they’ll always remember. And, besides, we didn’t use real crude oil. We used Hershey’s syrup. So, at one point, he dipped his finger in what everyone thought was oil, and licked it, so that made it kind of extra special.
We had one happen here the other day with data, one of my client service people. He was going over how we’re doing on our revenue, and he said, “Wow, this quarter over this quarter, we’re really low.” And everyone was like, “Oh, no,” because everyone’s bonuses depend on how well we do our invoicing. And so, then he said, “Oh, but look, this is how much we have to invoice. Get your invoicing in.” And it went, woo, it went way up, and everyone applauded. So, everyone knew we would hit the number but it also put the right kind of pressure on client services to get their invoicing done, right? So, there’s ways to do it to create action that’s just different.
Pete Mockaitis
Well, so we talked about the arcs, we talked about some of the words and the special moments. And I think that, maybe as we’re entering the end here, could you sort of summarize kind of what’s the step-by-step? If we want to create a data story, what is the A-B-C of things that happens?
Nancy Duarte
Yeah, I think obviously the explore phase, my assumption is everyone has done that well, because once you’re done exploring, whatever the data sets or multiple data sets, you do the synthesis and you have an outcome, you have a problem or opportunity that you found in the data. So, that’s where you’re at. That’s where this book starts. We’re under the assumption you found a problem or an opportunity in the data and now you need to communicate it.
Then what you need to do is think through what your executive summary is, and that’s that three-act data story. I read you one where it’s like, “What is the three-arc structure of your executive summary?” Then think through, “Who am I delivering this to and how much information do they need?” You might be able to just stop at the executive summary and put it in an email and send it to your boss, or it might be such a high-performance verb you’re asking everyone to do, you might need to make a 200-page document.
So, you just got to really think about “Who needs to read this?” Like, we create Slidedocs which are these skim-able, they look almost like magazine, skim-able, readable documents. And I recommend you make, if it’s kind of a bigger proposal, you build about nine or so skim-able slides in the front. And like I was saying a bit ago, maybe you build as dense of an appendix as you may need to support it, and then you circulate it, and then you talk about it and get approval.
So, the book, really, was in service of faster decision-making. So, I think your audience specifically plays a role a lot in coming up with ideas, and then some people get frustrated in organizations because their ideas aren’t heard. So, even though this is framed for data, you could actually use a lot of the frameworks here for any idea. It doesn’t just have to be data and how you craft it and communicate it. Put it into a document in a way that somebody above you in the organization understands, it really should be able to help your ideas get unstuck. If you’re feeling like you’re hidden or your ideas get hidden, this will really help with that.
Pete Mockaitis
Excellent. Thank you. And now I just kind of want to go with a free-for-all in terms of top do’s and don’ts when it comes to slides and presenting, you know. You can just let loose things you see all the time that you think need to stop right away or things you’re so surprised you never see when you really should.
Nancy Duarte
Uh-huh. Great. Well, number one, my number one top do, I already kind of answered this. Start with empathy. Think about your audience first. The other thing is I think there’s this gap. I don’t think a lot of presenters can read the audience. I was actually just talking to someone who was telling me about this situation where the audience slowly got up and left. And by the time this guy was done presenting, there was only like six people in the room, and I’m like, “Whoa, whoa, whoa, wait, wait, wait. Why did they keep going?” Like, the minute five people left, I’d stop and be like, “Hey, can I poll you real quick? Am I answering what you guys came here to hear? And if not, can we just go to a Q&A for a minute?” Like, I would’ve just stopped.
So, I think sometimes when it’s a bad presentation, I don’t think enough people stop and just turn it into a Q&A. That would be the ideal. Slides are still cluttered but I think it’s because people use them as a crutch. I think people use their slides as a teleprompter. So, I still would recommend people take their dense slides, split them out across multiple slides. I can do a 40-minute talk and I can have up to 300 clicks. You’d never know it. It doesn’t look like that but it’s better than having these dense slides that people read.
And I went on a campaign, my book slide:ology was all about making cinematic slides, highly-conceptual slides, and using them as a visual aide. But 85% or so of content that’s built in a slide deck really is a document, and it needs to have the density. You can’t pass around pictures of kittens on a slide and people know what you’re talking about. You have to have the supporting content if you’re going to circulate it like a document. So, that’s when I wrote the book Slidedocs. What I was trying to do was polarize and say, “This is a visual aide and it has this level of hardly much visual density. This is a document. Make them really dense but don’t do that weird in-between thing or it’s not a document, and it’s not a slide, and it’s not a visual aide. But to really just make it dense like a document or sparse like a visual aide.” And I think there’s still too much stuff in that weird confusing middle. People aren’t kind of pushing their decks to the edges. So, I would say those are my big pet peeves.
Pete Mockaitis
All right. Thank you. And anything else you want to make sure to mention before we hear about some of your favorite things?
Nancy Duarte
I think you’ve done a great job. I don’t have anything. I’ll let you know if another idea gets sparked.
Pete Mockaitis
All right. Well, about could you share a favorite quote, something you find inspiring?
Nancy Duarte
Oh, I love that. Yeah, I love a quote by Winnie the Pooh. I used to have it, not engraved, but in vinyl lettering in my reception area, and it says, “Promise me you’ll always remember. You’re braver than you believe, and stronger than you seem, and smarter than you think.” I love that quote. I tell it to others, mostly to women. I have to tell women. I think we’re hard on ourselves, and we ‘re braver and stronger and smarter than we give ourselves credit for.
Pete Mockaitis
Thank you. And how about a favorite study or experiment or bit of research?
Nancy Duarte
You know, there is definitely like a book that kind of changed me, and it is based in research, and it’s a book by a guy named Chris Vogler, it’s called The Writer’s Journey. And I did a lot of research on story all over the place. Got into Joseph Campbell, just did three years of research on story. But the way he framed the story structure and the archetypes changed my heart to where now I use story almost as a lens, as a coping mechanism for life. And so, that body of research really meant a lot to me.
Pete Mockaitis
And any other favorite books?
Nancy Duarte
That one I love. There’s the classic books that every business person reads, like Good to Great. Right now, I’ve bought and distributed the book Ownership Thinking because I really want people here that work here to understand that bonuses are paid out based on profit, and have people become more understanding of how a business is run. And that’s been really, really fun to train in that. So, that’s the one I’m kind of fixated on right now.
Pete Mockaitis
And how about a favorite tool, something you use to be awesome at your job?
Nancy Duarte
Oh, I use this thing called Pocket. And so, if I’m trying to plough through my day and an interesting article or something on the internet, instead of reading it right then, I put it in my Pocket. And then what’s cool is you can open the app on your phone, and whatever, and you could read all these articles on the airplane even if you don’t have Wi-Fi and stuff.
But the interesting thing is I used to pause and actually read a lot during the day and I’d be like, “Oh, that’s interesting.” Now I put it in my Pocket and then maybe three days later I go to read it, I’m like, “I don’t want to spend the time on that. It’s not as interesting two days later as it was when I thought I saw it the first time.” And so, I’m actually saving myself time and then being choosier in what I choose to spend my time reading.
Pete Mockaitis
Well, that is really great. I love that. I feel the same way with if I get a good idea, like, “Oh, wow, that’s amazing. I should do something with that immediately.” And then like, “Well, no, I’m just going to tuck it over here.” And then a couple days later, it’s like, “You know, I don’t think that’s so great.”
Nancy Duarte
Yeah, I used to do that. Like, I’d get an idea and pound out an email and send it to someone, and now I don’t. I just save it or I tag it to go four days later, and then I look at everything and then I’ve been deleting things I thought were great ideas in the moment, and not telling anyone about them.
Pete Mockaitis
So, let’s see, that’s a tool. How about a favorite habit?
Nancy Duarte
I like my morning routine. I think what you have on your mind when you fall asleep kind of shapes what you do with your brain cycles while you sleep. So, I try to read on contemplative spiritual things or psalms. And then in the morning I try to read things from books of wisdom, and then I feel ready to work. I carve out up to three hours at least four days a week. And I’m a morning person. I’m up at 5:00, 5:30 so I could use the first three hours to create or write or invent or produce, and it just makes me feel like I lived a fuller life if I make something every day.
Pete Mockaitis
And is there a particular nugget you share that really seems to connect and resonate with folks, they share it with you frequently or retweet it?
Nancy Duarte
Yeah, I think the ending phrase or close to the end of my TED Talk where I say something like, “The future is not a place that you go. It’s a place you get to create.” And I get quoted for that a lot and I think I’m very much, I live in the future. My brain is always in the future trying to think about, “Where does the company need to be in 18 months? What should I write in 18 months?” I’m always living my life about 18 months out. And so, that always meant a lot to me but I didn’t realize other people would feel like they too have the power to create their future. So, that was a fun one.
Pete Mockaitis
And if folks want to learn more or get in touch, where would you point them?
Nancy Duarte
Well, we have Duarte.com which is my company website. We’re up on Twitter on @duarte. I’m up there @NancyDuarte, and I do connect to anyone who connects me on LinkedIn.
Pete Mockaitis
All right. And do you have a final challenge or call to action for folks looking to be awesome at their jobs?
Nancy Duarte
I think that being other-centric. If there was one thing I could ask everyone to do it’s to get to a place where you have mental models that help you understand empathy and understand the other person before you communicate to them quickly or rashly. Just do a little bit of planning before you open your mouth goes a long ways.
Pete Mockaitis
All right. Nancy, this has been a treat. Thank you. I wish you tons of luck with your company, and the book “DataStory” and all your adventures.
Nancy Duarte
Thank you so much. It was fun to chat with you.