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What do you do if your Operations Research findings need to be understood by non-technical stakeholders?

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Operations Research (OR) is a discipline that applies mathematical and analytical techniques to solve complex problems and improve decision-making. As an OR practitioner, you may have to present your findings and recommendations to non-technical stakeholders, such as managers, clients, or policymakers. How can you communicate your OR insights effectively and persuasively to them? Here are some tips to help you.

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Adam J. Hepworth, PhD

Director | Global Military AI Expert | Visiting Fellow | Tech Innovation | Artificial Intelligence | Decision Science |…

1 Know your audience

Before you prepare your presentation, you need to understand who your audience is, what their goals and expectations are, and how familiar they are with OR concepts and methods. This will help you tailor your message, tone, and level of detail to suit their needs and interests. For example, if your audience is mainly concerned with the bottom line, you may want to emphasize the financial benefits and risks of your OR solution, rather than the technical details of the model or algorithm.

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Andrés Acevedo Ojeda

I help you find your best self. Professor at TEC de Monterrey. Follow me for insights on learning, mindful living & personal growth. Meditate with me: todomente.com
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Start by making sure you completely understand what you'll talk about. Then forget about sounding smart or clever. Forget about trying to show that you know your stuff. Focus on taking your audience from their current state to a future state where they have more information to make better decisions.

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2 Use simple language

One of the biggest challenges of communicating OR findings is to avoid jargon and technical terms that may confuse or alienate your non-technical audience. Instead of using acronyms, formulas, or symbols, try to use plain and simple language that conveys the essence and logic of your OR approach. For example, instead of saying "We used a linear programming model to optimize the production schedule", you could say "We used a mathematical method to find the best way to produce the products with the least cost and time".

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Juan Manuel García López

Showing businesses how to get the most value out of Advanced Analytics
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For each of the non-technical stakeholders, find the KPI that is most relevant for them. Then, show how your solution has altered his KPI (hopefully for the better). That is what matters to them. And if they are curious to know how you did it, only then, explain. And always in layman terms, in their own language.

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3 Visualize your data

Another way to make your OR findings more accessible and engaging is to use visual aids, such as charts, graphs, tables, or diagrams, to illustrate your data and results. Visuals can help you highlight the key points, trends, and patterns of your OR analysis, as well as compare different scenarios or alternatives. However, be careful not to overload your audience with too many or too complex visuals. Choose the most relevant and clear ones, and label them properly with titles, legends, and units.

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4 Tell a story

A good presentation is not just a collection of facts and figures, but a coherent and compelling story that connects your OR findings to your audience's needs and goals. To tell a good story, you need to have a clear structure, a logical flow, and a strong narrative. Start with an introduction that sets the context and the problem, then explain how you applied OR techniques to find a solution, and end with a conclusion that summarizes the main findings and recommendations. Along the way, use examples, anecdotes, or metaphors to illustrate your points and make them more memorable.

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5 Invite feedback

Finally, after you present your OR findings, you should invite feedback from your non-technical audience. Feedback can help you gauge how well you communicated your OR insights, as well as identify any gaps, questions, or concerns that your audience may have. You can ask for feedback verbally, by opening the floor for comments or questions, or non-verbally, by using surveys, polls, or ratings. Be prepared to answer any queries or objections that may arise, and thank your audience for their attention and input.

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Alexander Bernhard

Staff Software Engineer | Tech-Investor | Entrepreneur
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Gathering stakeholder feedback in Operations Research provides valuable insights. You can use it to identify areas for improvement, adapt research goals and methods, enhance communication and presentation, engage stakeholders, and build long-term relationships.

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6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Adam J. Hepworth, PhD

Director | Global Military AI Expert | Visiting Fellow | Tech Innovation | Artificial Intelligence | Decision Science | Operations Research | Robotics & Autonomous Systems
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Effectively communicating OR findings to non-technical stakeholders is essential to implement data-driven decision-making. Translating technical terms into business language, using analogies, employing visual data representation, focusing on outcomes, incorporating storytelling, and facilitating interactive presentations are all options that can be employed to make OR findings accessible and relevant to a wide range of audiences. By tailoring communication to the audience's level of expertise and interest, you underscore the value of OR and facilitate informed decision-making across your organisation.

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Anthony Cox

Operational Administrator @ Fedex | Direct support for Director
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Let’s say you are finding solutions in a supply chain or finding a better method in a manufacturing process; you have to know your audience in presenting your data. In your enterprise you use the language they understand, tell a story that holds their attention and interest. But, make sure they see key points in your presentation that are inflection or pivot points your audience gets. This is similar to giving a speech to investors that they get in the first 15 minutes of your presentation. Review your presentation over and over until it’s right!

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What do you do if your Operations Research findings need to be understood by non-technical stakeholders?

1

2

3

4

5

6

1 Know your audience

2 Use simple language

3 Visualize your data

4 Tell a story

5 Invite feedback

6 Here’s what else to consider

Operations Research

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What do you do if your Operations Research findings need to be understood by non-technical stakeholders?

1

2

3

4

5

6

1 Know your audience

2 Use simple language

3 Visualize your data

4 Tell a story

5 Invite feedback

6 Here’s what else to consider

Operations Research

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