4.7 (1,233 participants)

Designing Effective Dashboards

Master the art of dashboard design by establishing clear objectives, developing user-focused layouts, and actively involving stakeholders throughout the design process.

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Duration 1d in-person or 6h online

Class size Up to 25 learners

Who’s it for Everyone

Course overview

A well-designed dashboard is more than attention-grabbing visuals; it is thoughtfully designed to deliver actionable insights quickly and efficiently to its target audience.

Designing Effective Dashboards is a tool-agnostic course focusing on design best practices, ensuring visually appealing and functional dashboards in any dashboarding tool. This course is for dashboard creators at all experience levels, offering beginners a foundation in design principles and experienced professionals an opportunity to hone their skills in line with best practices.

Combining engaging lectures and hands-on activities, participants will develop a dashboard wireframe through a case study. Throughout the course, you’ll learn to involve stakeholders in the design process and manage the needs of different users, ensuring your dashboards meet audience expectations and deliver the actionable insights that matter.

Questions

Understand your audience, define the dashboard’s purpose, and pinpoint crucial questions it must address. This process involves engaging stakeholders to ensure you manage the needs of different users effectively, creating a truly user-centric dashboard.

Metrics

Choose the right metrics, the best at-a-glance visuals, and determine the contextual information required for an effective dashboard.

Layout

Design a user-centric layout by considering the optimal sequence of information and interactivity, keeping in mind how your audience will interact with the dashboard and catering to their specific requirements.

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How this workshop can help

We upskill people in the core data and communication skills required to make an impact in organizations, transforming professionals into influential contributors.

Expert facilitators

Diedre Downing

Chief Learning Officer

Diedre Downing

United States

Isaac Reyes

Co-founder and Master Facilitator

Isaac Reyes

United States

MeiQing Goh

Master Facilitator

MeiQing Goh

Southeast Asia

Dominic Bohan

Co-founder and Master Facilitator

Dominic Bohan

United States

Gerald Valentin

Master Facilitator

Gerald Valentin

Southeast Asia

Tayva Heo

Master Facilitator

Tayva Heo

United States

Nadia Sorensen

Master Facilitator

Nadia Sorensen

Australia

Alyssa Co

Facilitation Director, APAC

Alyssa Co

Southeast Asia

Suzannah Dunbar

Master Facilitator

Suzannah Dunbar

United States

Martin Ng

Managing Director, APAC

Martin Ng

Southeast Asia

Ryan Gamso

Master Facilitator

Ryan Gamso

United States

Marissa Halatyn

Master Facilitator

Marissa Halatyn

United States

Lisa Cabalu

Master Facilitator

Lisa Cabalu

Southeast Asia

What they’re saying

Course delivery options

In-Person Team Training

Gather a group of between 10-25 learners for a private in-person class with a StoryIQ Master Facilitator. Delivered at a venue of your choosing, our private classes are customizable to your team’s needs.

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Course duration

  • 1 day in-person

We also offer 1-2 hour seminars that cover the most essential concepts.


Course options

Bring your own dashboard to class

Participants will be given the opportunity to enhance their own dashboards in class, with this dashboard becoming the basis for class discussion and facilitator feedback. This popular class option keeps learning relevant and results in a tangible improvement to the dashboard that is discussed.

Post-training consultation sessions

Learners are given a post-training homework activity that involves enhancing one of their own reports. A StoryIQ facilitator will then meet with the participants in small groups of 3-5 learners four weeks after class to evaluate progress and deliver feedback.

In-Person Public Training

Join a group of up to 25 learners in a public in-person class with a StoryIQ Master Facilitator. Learn alongside attendees from various industries, in a class described by learners as ‘instantly applicable’.

View upcoming events

Course duration

  • One day in-person

Course options

Bring your own dashboard to class

All public class attendees are given the optional opportunity to bring along their own dashboard to class, with this dashboard becoming the basis for class discussion and facilitator feedback

Virtual Private Team Training

Gather a group of between 10 – 25 learners for a private online class with a StoryIQ Master Facilitator. Delivered live via Zoom or similar, our private virtual classes are customizable to your team’s needs.

Get started

Course duration options

  • Two 3-hour virtual sessions

We also offer 1 hour virtual seminars that cover the most essential concepts.


Course options

Bring your own dashboard to class

Participants will be given the opportunity to enhance their own dashboards in class, with these dashboards becoming the basis for class discussion and facilitator feedback. This popular class option keeps learning relevant and results in a tangible improvement to the reports that are brought to class.

Post-training consultation sessions

Course participants are given a post-training homework activity that involves enhancing one of their own dashboards. A StoryIQ facilitator will then meet with the participants in small groups of 3-5 learners four weeks after the session to evaluate progress and deliver feedback.

Virtual Public Training for Individuals

Join a group of up to 25 learners in a public online class with a StoryIQ Master Facilitator. Learn alongside attendees from various industries, in a session described by learners as ‘instantly applicable’, ‘interactive’ and ‘engaging’.

View upcoming events

Course duration

  • Two 3-hour virtual sessions held over two days

Course options

Bring your own dashboard to class

All public class attendees are given the optional opportunity to bring along their own dashboard to class, with these dashboards becoming the basis for class discussion and Instructor feedback

Upcoming events

There are no upcoming events for your region.
Please view the upcoming events page to see available events in other regions.

Custom workshops

We run custom private classes for teams. Get in touch and we can discuss your specific needs.

Custom workshop experiences

Frequently Asked Questions

Designing Effective Dashboards is for any professional that currently designs dashboards for others to use. The class helps learners to identify stakeholder needs, design dashboard layout for ease of use, and use visualizations effectively to help stakeholders stay informed regarding key metrics and trends.
While pre-work is not mandatory, learners may choose to bring their own reports and dashboards to facilitate discussion and receive feedback. Course materials will be provided on the training day and can be shared beforehand upon request. Facilitators may also distribute a pre-class survey to evaluate learners' existing skills and challenges.
Enrolling in Designing Effective Dashboards gives you access to a StoryIQ Master Facilitator who will walk you through the core course material. You will also get access to course content, links to technical walk-through videos, as well as additional resources and practice files pertaining to the course.
Learners will work through a business challenge via an end-to-end case study – designing a dashboard for call center metrics. Learners will use this case study to determine the audience and purpose of the dashboard, determine the right metrics to share, and wireframe a prototype dashboard. Designing Effective Dashboards does not require the learner to complete a deep analysis of the data – rather a simple data set is used to reinforce key points in developing an audience centered dashboard. This course is tool agnostic and does not require access to dashboarding software.

Do you have more questions?

We’d love to discuss your learning needs. Reach out and a member of our team will get back to you.

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