Data Storytelling Toolkit

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Leverage Data Visualization and data storytelling techniques to support providing of insights.

More Uses of the Data Storytelling Toolkit:

  • Be accountable for outstanding verbal, written, and visual communication skills important for data storytelling.

  • Become skilled in information design and data storytelling.


Save time, empower your teams and effectively upgrade your processes with access to this practical Data Storytelling Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Data Storytelling related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Data Storytelling specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Data Storytelling Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 995 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Data Storytelling improvements can be made.

Examples; 10 of the 995 standard requirements:

  1. Does the approach mimic objectivist modes of inquiry, suggesting themes are unmediated by the investigators theoretical perspective, interests, and mode of questioning?

  2. Can storytelling be a valuable internal communication strategy to engage more effectively with employees and improve reputation?

  3. How do you increase the chance a recipient will read an email/notification by sending it at the right time of day/day of week?

  4. What happens if the viewer is looking in the wrong direction, away from where the central action of the story is occurring?

  5. What skills does your organization currently lack, need help developing, or had the most trouble hiring/retaining talent?

  6. Does each story have to be approved by a communications staffer, the director, or someone else before being published?

  7. When you think about your day-to-day work, are there processes in place that support your ability to think critically?

  8. How, as researchers, do you resist the urge to include all that beautiful data and, instead, tell a compelling story?

  9. Have you considered how to make your learning content more accessible through technology and publishing online?

  10. What use is an eye-catching visual if the underlying data is gathered from an unreliable source or misleading?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Data Storytelling book in PDF containing 995 requirements, which criteria correspond to the criteria in...

Your Data Storytelling self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Data Storytelling Self-Assessment and Scorecard you will develop a clear picture of which Data Storytelling areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Data Storytelling Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Data Storytelling projects with the 62 implementation resources:

  • 62 step-by-step Data Storytelling Project Management Form Templates covering over 1500 Data Storytelling project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Activity Duration Estimates: How difficult will it be to complete specific activities on this Data Storytelling project?

  2. Requirements Management Plan: Have stakeholders been instructed in the Change Control process?

  3. Schedule Management Plan: Is an industry recognized mechanized support tool(s) being used for Data Storytelling project scheduling & tracking?

  4. Planning Process Group: What is the difference between the early schedule and late schedule?

  5. Activity Duration Estimates: What does it mean to take a systems view of a Data Storytelling project?

  6. Change Management Plan: What is the worst thing that can happen if you communicate information?

  7. Scope Management Plan: What are the risks that could significantly affect the communication on the Data Storytelling project?

  8. Activity Duration Estimates: Does a process exist to identify which qualified resources may be attainable?

  9. Milestone List: What is the market for your technology, product or service?

  10. Responsibility Assignment Matrix: Are estimates of costs at completion generated in a rational, consistent manner?

Step-by-step and complete Data Storytelling Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Data Storytelling project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Data Storytelling project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Data Storytelling project with this in-depth Data Storytelling Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Data Storytelling projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Data Storytelling and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Data Storytelling investments work better.

This Data Storytelling All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.