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What do you do if your operational planning project requires the use of data visualization tools?

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Data visualization tools can help you communicate complex information, identify patterns and trends, and monitor your operational performance. But how do you choose and use the right tools for your operational planning project? In this article, you will learn some practical tips and best practices to make the most of data visualization tools in your operational planning process.

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Hamed Rezk ,MBA, CIA?, ASMEC?, CCRO, CRMP, GRCP, CCP, CLBB

Regional Chief Risk Officer | Chairman Of Executive Risk Committee | I Help People To Be Professionals In Credit…
Swetha Subramanyam

Empowering Financial Freedom | Financial Coach | Helping Individuals Build Wealth | Strategic Guidance in Financial…
Traci P.

Top Secret/SCI Cleared Expert | National Security & Defense | Technical Training ISD | Certified Continuity…

1 Define your objectives and audience

Before you start creating any charts or graphs, you need to have a clear idea of what you want to achieve and who you want to reach with your data visualization. What are the main questions you want to answer, the key messages you want to convey, and the actions you want to inspire? Who are the stakeholders and decision-makers who will use or benefit from your data visualization? How familiar are they with your data and your operational planning goals? These questions will help you define your objectives and audience, and guide your choice of data visualization tools and formats.

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Swetha Subramanyam

Empowering Financial Freedom | Financial Coach | Helping Individuals Build Wealth | Strategic Guidance in Financial Wellness | Transforming Lives Through Smart Money Management
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For an operational planning project requiring data visualization tools: Define objectives. Gather and clean data. Choose appropriate visualization tools (e.g., Tableau, Power BI). Select relevant visualization types (e.g., bar charts, scatter plots). Create clear and insightful visualizations. Iterate based on feedback. Integrate visualizations into planning process. Stay updated with new techniques.

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2 Choose the right tools and formats

There are many data visualization tools and platforms available, ranging from simple spreadsheet applications to sophisticated online dashboards. Depending on your objectives and audience, you may need different tools and formats to create and share your data visualization. For example, if you want to present a high-level overview of your operational performance, you may use a tool that allows you to create interactive charts and graphs that can be embedded in a report or a presentation. If you want to explore and analyze your data in more detail, you may use a tool that enables you to create custom filters, drill-downs, and annotations. If you want to collaborate and update your data visualization regularly, you may use a tool that offers cloud-based storage, sharing, and editing features.

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Shaimaa Alobaid

Operations Project Manager |Operation Manager| Team Leadership |PMO| Process Analysis| E-commerce |Traffic Manager|Event|Marketing|Motivational speaker
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In a prior operational planning assignment where we had to examine sales data to optimize inventory management. We used Tableau to import the sales data and then produced interactive dashboards and infographics that gave stakeholders the ability to see patterns, spot trends, and make informed decisions. All things considered, the successful integration of data visualization tools into operational planning projects improves team member participation, accuracy, and efficiency.

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3 Follow data visualization principles and standards

No matter the tools or formats you choose, certain data visualization principles and standards should be followed to ensure your data visualization is clear, accurate, and effective. For example, use appropriate chart types and scales for the data type and purpose - bar charts for categorical data, line charts for time series data, and pie charts for proportional data. Additionally, use consistent and meaningful colors, labels, legends, and titles. Clutter and distortion should be avoided - remove unnecessary grid lines, borders, backgrounds, and effects, use the right amount of data points and categories, and avoid 3D charts, pie charts with too many slices, and dual-axis charts. Finally, provide context and interpretation - include a brief introduction or summary of your data visualization, highlight the main findings or insights, and provide recommendations or next steps based on the visualization.

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4 Test and refine your data visualization

Before you finalize and share your data visualization, it is essential to test and refine it to guarantee that it meets your objectives and audience's needs. Start by reviewing the data visualization yourself; look for any errors, inconsistencies, or gaps in your data, design, or message. Ask yourself if your data visualization answers your questions, conveys your key messages, and inspires your actions. Additionally, seek feedback from others such as colleagues, peers, or experts. Ask them if your data visualization is clear, accurate, and effective. Finally, make adjustments based on your review and feedback. Test and refine your data visualization until you are satisfied with the result.

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5 Share and use your data visualization

The final step is to share and use your data visualization to support your operational planning project. Depending on your objectives and audience, you may embed your data visualization in a report or presentation to complement your narrative, highlight your achievements or challenges, and illustrate your recommendations or next steps. Alternatively, you may publish it online or on a platform to reach a wider or more diverse audience, invite feedback or interaction, and showcase your operational planning expertise or experience. Additionally, you can update and monitor it regularly to track and measure your operational performance, identify and address any issues or opportunities, and inform your operational planning decisions and actions.

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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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Hamed Rezk ,MBA, CIA?, ASMEC?, CCRO, CRMP, GRCP, CCP, CLBB

Regional Chief Risk Officer | Chairman Of Executive Risk Committee | I Help People To Be Professionals In Credit, MSMEs, GRC, Training, Strategies, And Consulting | Lecturer | Fueling Growth For 200+ Companies | DM ????
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If your operational planning project involves data, leverage data visualization tools! These tools turn complex numbers into charts, graphs & maps, making it easier to see trends, identify risks, and communicate plans to stakeholders.

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Traci P.

Top Secret/SCI Cleared Expert | National Security & Defense | Technical Training ISD | Certified Continuity Practitioner | Policy & International Affairs Professional
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A few key takeaways from various contributors I agree with & a few examples from my own experience: -Define planning needs which pertain to your client. -Ensure you support data visualizations with strong narrative analysis. -Keep your visuals neat and clean; too much clutter can be a distraction and divert attention away from valuable key content. -Communicate succinctly concisely and to the point, Senior Leaders time is so valuable and it’s vital that you understand timing; briefings, summaries, visualizations -Objectives are always linked to logical outcomes. -Ensure you’re well-versed in operational imperatives as they are centric to the mission. -As with any effort, define short and long term goals.

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What do you do if your operational planning project requires the use of data visualization tools?

1

2

3

4

5

6

1 Define your objectives and audience

2 Choose the right tools and formats

3 Follow data visualization principles and standards

4 Test and refine your data visualization

5 Share and use your data visualization

6 Here’s what else to consider

Operational Planning

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What do you do if your operational planning project requires the use of data visualization tools?

1

2

3

4

5

6

1 Define your objectives and audience

2 Choose the right tools and formats

3 Follow data visualization principles and standards

4 Test and refine your data visualization

5 Share and use your data visualization

6 Here’s what else to consider

Operational Planning

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