A Data Strategy Workshop Curriculum


This is a day-long training that we’ve run in at least a dozen countries for a variety of individuals involved in social change at various levels of ‘data literacy.’  Big thanks to all the participants that have provided feedback, along with:

The Training Goal:

As an activist or advocate working on social justice, you will learn how to:

  • Build a data strategy using a framework to identify and analyse your tactics
  • Influence key stakeholders and motivate them using data
  • Increase impact through data packaging techniques, such as info-graphics

Opening Circle: The go-round. 10 Minutes

Go-rounds are important ways to start any event or workshop as it gets everyone’s minds engaged, present and vocal chords working right away.  A good go-round question for the data strategy workshop is ‘What is your first experience with a computer?’ as it will surface commonalities and differences in using tech that will allow participants to start to understand each other but also in understanding how experiences with technology influence our connections to data.

Review the day’s agenda, the day’s goals and cover ground rules. 10 Minutes

Understand each other’s contexts and their aims for the day.  30 minutes

Break people into groups of 2 or 3 and have them share either ‘personal motivations for the reason they do the work they do’ or ‘when were they proudest of their organisation/work’ – After everyone has shared a story, ask people to think about the power of the narrative and connect that to the importance of being able to tell a good story with data.

Next pass out post-it notes and markers and ask them to write down at least three things that they want to accomplish in the workshop. After 10 minutes get them to put the post it’s on the wall and ask the participants to group the common themes.  After this is done, ask them to reflect on what is there.

Run the Spectrogram exercise. 60 Minutes

Make sure you get the participants to ‘crowdsource’ controversial statements about ‘data and social change’ before you run the spectrogram.

After your last spectrogram statement, point out the importance of how people have ‘heard’ the statement and also how people have reacted to the statements made in response. We always need to be aware of how people will respond to what we say, but they will also respond in certain ways depending on who is saying it.

Break

Data Pipelines and Lifecycles Signs Exercise. 20 minutes

Print the following in big text (each bullet on A4) – arrange randomly on the floor and ask your participants to put them in order.  Allow them to keep working it through until they think they have finalized the order.

  • Ask a question
  • Identify Your intended impact
  • Identify Your Users
  • Learn about your users
  • Get/Find Data
  • Process (organise/clean) Data
  • Analyse Data
  • Present Data
  • Mobilise and Build Community

They will likely figure out that some bits are linear and the others are cyclical.  What is linear is the pipeline:

  • Ask a question
  • Get/Find Data
  • Process (organise/clean) Data
  • Analyse Data
  • Present Data

While these pieces are more cyclical:

  • Identify Your intended impact
  • Identify Your Users
  • Learn about your users

And the bit you need to be doing the whole time:

  • Mobilise and Build Community

And you will need to be repeating all of the above and learning during each iteration.

The stakeholder mapping and power analysis exercise. 40 minutes

In order to better understand your intended impact and really be able to learn about your users, it’s helpful to run a stakeholder mapping and power analysis exercise.

Lunch

The Data and Advocacy Visualisation Gallery. 60 Minutes

Preselect several advocacy oriented graphics and print them on A3.  Be sure to choose a range of heavy data use to those that only use things like visual metaphors.  12 is a good number.  Put them up are und the room with an equal amount of space between them and put post-its with numbers underneath each one.  Try to disperse complicated ones evenly between those not so complicated to avoid bottlenecks when you run the exercise.

Break people into groups of three (count off these) and ask them to scrutinise each poster and decide:

  • What’s the message?
  • Who is it for?
  • What’s the evidence or data contained? Is their a source cited? Do they think the source is credible?

Get the groups evenly dispersed between posters and have them work clockwise until they have looked at all the posters.  People will want to take notes and thats fine.  Give them a set timeframe – say 36 minutes and let people know that they only have three minutes at each poster.

After people have viewed all the posters, sit in a circle and have a discussion.  The facilitator should ask:

  • Which ones were the most effective? Why?
  • Which ones were the least effective? Why?

Try to surface that the audience is really important and the one’s that work best will have had their audience strongly in mind.  Talk about how different audiences might understand a visualization differently than others.  Then ask:

  • Which ones are relevant to their own campaigns/projects?

Break

What story does your data tell? 20 minutes

Building on the inspiration of the gallery exercise, now turn the participants to their own data.

In pairs – get people to talk about who they are trying to engage with their data.  They should use the stakeholder mapping exercise to determine what types of people these are.  They should think about what their users will find interesting and valuable about their data and ultimately what is it they want their data to do.  What is the story the data tells?

Drawing Draft Visualisations. 40 minutes

Next get them to draw a visualisation of their data based on the story their data tells. Use flip chart paper and markers (80’s glam sharpies for the win!).  Don’t be over prescriptive on what they should draw but remind people that their artistic abilities are not being judged, stick figures will be fine. If you have people working on the same project, they should work together. If they don’t have others working in the same project, then they should work in pairs.  But every project should have their own draft visualisations.

Draft Visualisation Gallery. 20 Minutes

Arrange the draft visualisations around the room and get people to walk around and look at each of them. After everyone has had a chance to see all of them, ask for reflections or clarifying questions on what they have seen.

Closing Circle. 15 minutes

Ask participants to share a major learning or ‘aha’ from the day.

Handouts

A list of resources to be shared at the end of the day can be found here.

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