PLEASE NOTE DATE CHANGE: Save the Date – Hallie Preskill is coming to RTPE on June 14!!

RTPE is thrilled to announce that our June May workshop will focus on strategies that can be used to facilitate intentional group learning, and led by Hallie Preskill. In this hands-on session we will experience and learn how to use strategies such as data placemats, chalk talks, and gradients of agreement from FSG‘s new guide. In recent years, RTPE has focused on evaluation capacity building, stakeholder engagement, and data visualization. This session will be designed to build on these topics by providing hands-on training with activities you can use with your clients and colleagues.

As most of you probably know, Hallie is a former President of AEA. She has published multiple books on evaluation, and is one of the field’s leading contributors on evaluation capacity building and appreciative inquiry. Hallie is currently a managing director with FSG, where she oversees the firm’s Strategic Learning and Evaluation practice efforts. What some of you may not know is that Hallie moved to the RTP area within the last year, and she just joined RTPE! Whether you have the chance to meet her at the workshop in June May, or some other time soon, we hope you will help welcome Hallie to North Carolina!

This year’s session will be on June 14 May 24 at Duke’s Bullpen entrepreneurial space in Durham. The workshop will run from 9am-2pm (lunch will be provided). Seating is limited to 45 attendees. As always, members will have priority seating. Registration will open March 1, and so please mark your calendars and stay tuned!

Hope to see you all at this month’s meeting.

Tuesday, May 17 Reporting To Be Remembered Workshop With Stephanie Evergreen

Designing research and evaluation dissemination is about more than making things look pretty. Ultimately, we report and present our information to teach our audience, to get our content firmly planted in their knowledge base, to help them act and make decisions.
In this workshop, participants learned the science behind presenting data effectively with direct, pointed changes that can be immediately administered to significantly increase impact. We discussed best practices for making visual sense of data and reports. The workshop introduced techniques for thinking about text, colors, and graphics in ways that make your work a true joy for your readers, and so it gets remembered

Dr. Stephanie Evergreen holds a PhD from Western Michigan University in interdisciplinary evaluation, which included a dissertation on the extent of graphic design in evaluation reporting. Dr. Evergreen has trained audiences worldwide through keynote presentations and workshops, for clients including Verizon, United Nations, Rockefeller Foundation, Brookings Institute, Westat, and MasterCard Foundation. Dr. Evergreen founded the topical interest group on data visualization within the American Evaluation Association. She is co-editor and co-author of two issues of New Directions for Evaluation on data visualization. She writes a popular blog on data presentation at Her book, Presenting Data Effectively, was published by Sage in Fall 2013 and was #1 in Social Science Research on Amazon for several weeks in both the US and the UK. Her second book will be published in May 2016.


Data Visualization Meeting Recap

We had a great meeting last Friday.  As one of the presenters I want to thank everyone in the audience for your attention and great questions.

One thing that stood out for me in the Q&A portion was the focus on the ethical issues and practical complications associated with data visualization.   As evaluators I think we’re uniquely qualified to really delve into these issues.  Were you there, what takeways did you bring back?  Let us know in the comments.

Full Video

Guess what?  The whole presentation was captured on video and put up on YouTube.   You can thank Megan Williams for this.  The room wasn’t setup well enough (especially with the lighting) to get anything high quality but the sound is good.

I’ve provided all the slidedecks and resources below, so you can follow along.  I’ve also added the general starting points for each presentation.

Amy Germuth – Data Visualization Implications for Evaluation

Here is Amy’s presentation.  Amy kicks off the video embedded above, her presentation starts at about the 4 minute mark if you want to play along right here…

Chris Lysy – Recent Developments in Quantitative Data Visualization

My presentation kicks off about 22 minutes into the video above.  Here is the slidedeck if you want a closer look.

Felix Blumhardt – Data Visualization Tips

Felix starts at about the 42 minute mark.  No powerpoint, instead Felix provided a couple of handouts.  Here they are…

NetLEAD Infographic

Want to create one of your own in Power Point? Felix provided a handout with instructions which you can download here> Steps for Creating an Infographic in Power Point

She also provided a list of resources and tips.
Data Vis Resources


The Question and Answer portion starts at about the 53 minute mark.  It can continue below in the comments section, so let us know what other questions you have or points that stuck out for you.

Additional Resources

Here is a post from Robert Kosara’s blog where you can find Jason Moore’s Hippocratic Oath.

Stephanie Evergreen’s book was mentioned a few times, here’s a trailer I worked with Stephanie to create.

I mentioned The Internet Archive’s Wayback MachineTableau, Windows Live Movie MakerNodeXLAnn K EmeryThumbsUpViz

Felix’s instructions are based off of this guide > The Marketer’s Simple Guide to Creating Infographics in PowerPoint [+Templates]

I’m missing things, what else would you like links to?  Let me know in the comments.

Data Visualization: New Directions, Implications, and Infographics

Mark your calendars!

The next meeting will be held on Friday, November 15, 2013 at the RTP Marriott  beginning at 11 am.

And at this meeting, there are not one, not two, but three presentations!  Each one addressing the very popular topic of data visualization and its implications for evaluation.

Meeting Agenda

  • 11:00am – 11:10am Announcements and Introduction
  • 11:10am – 12:15pm Data Visualization: New Directions, Implications, and Infographics
  • 12:15pm – 1:00pm Optional networking lunch at Newton’s Restaurant located in the hotel

Amy A. Germuth, Ph.D. on the Implications of Data Visualization History for Evaluation

Amy A. Germuth is the founder and president of EvalWorks, LLC which designs, manages, and conducts formative and summative evaluations PreK-16 education initiatives at the local, state, and national levels. Much of her work involves evaluating science, technology, engineering, and math (STEM) initiatives funded by the US Education Department and National Science Foundation. Other current and past clients include The Bill and Melinda Gates Foundation, Pew Charitable Trust, New York State Education Department, Chicago Public Schools, and multiple colleges, universities, and school systems.

As a committed member of the American Evaluation Association, Amy is the outgoing chair of the Data Visualization and Reporting TIG and former chair of the Independent Consulting TIG.

Amy will be presenting her New Directions for Evaluation chapter about the history of data visualization and its impact on and implications for evaluation, including what is data visualization and what should data visualizations do / can’t they do.

Chris Lysy on Interactivity and Approachable Data

Chris Lysy has 10 years of experience in research and evaluation working in for-profit and non-profit settings; he currently holds a position as an analyst for Westat. Chris is committed to helping evaluators effectively use the web.

His professional interests in social media and data visualization have lead to the creation of several blogs including,, and In the upcoming year he plans to take his experience and apply it directly to practical challenges faced by evaluators.

Chris will be discussing his New Directions for Evaluation chapter: Developments in Quantitative Data Display and Their Implications for Evaluation. Specifically, he will focus on new opportunities provided by the web that allow evaluators to analyze and present large and sometimes complex datasets in an approachable manner.

Felix Blumhardt, Ph.D. on Creating a “Sustainable” Infographic

Felix Blumhardt it the Regional Manager of the Carolinas for The Evaluation Group, a small southeastern evaluation company with offices in Columbia, SC and Atlanta, GA. The Evaluation Group conducts utilization-focused evaluations that are participatory in nature for large and small education and human service grants.

Prior to working with The Evaluation Group, Felix conducted research and evaluation for The Center for Training, Evaluation, and Research of the Pacific Rim at the University of Hawaii – Manoa. When Felix is not sifting through data and engaging stakeholders, you may find her white-knuckling her car seat as her 15 year-old learns how to drive.

Felix will present on infographics. Infographics are a trendy option for reporting to stakeholders. They can be catchy and palatable. But is there a Paul Harvey? What is the rest of the story? Felix will demonstrate how to create an infographic that is “sustainable” and briefly discuss the pros and cons of its use.

To Attend

Please RSVP to Amy Germuth (RTPE President) at agermuth @ gmail . com

Notice: Our next meetings will be held February 21, 2014 and May 16, 2014.