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Impactful Reporting

An approach for ensuring your reports hit the mark for your stakeholders

"Delivered to a high standard and very engaging. It was a very relevant workshop for the analysts and would highly recommend it."

Abu Jabbar, NHS

Next online public  workshop:
Tues 30th April 2024

"I feel this session would be of use to any person who has to make reports to stakeholders. "

Richard McLean, West Dunbartonshire Council

What's the workshop about?

When you've had your head buried in the details of the data it can be difficult to see the wood for the trees and design reports that are robust, coherent and intuitive to read. It's common to take a bottom-up, data-led approach to report design but this rarely hits the mark for stakeholders who may struggle to make the connections you take for granted.

In this workshop, through a combination of theory, examples and exercises , you'll be introduced to a hierarchical needs-based approach to developing reports along with a framework for adding effective commentary and interpretation. It's an approach that forces a shift in perspective that will improve the quality and impact of your final reports and ultimately better serve the stakeholders who receive them.

What will participants learn?

Some of the key learnings from this session are:-

  • Why a bottom-up approach to report design is commonplace but rarely delivers the best outputs.

  • What elements should be present on any report.

  • Using a hierarchical needs-based approach to drive intuitive, coherent report design.

  • How to apply a top-down approach to filter unnecessary detail from reports.

  • Adding value to reports.

  • How to effectively add both Objective and Subjective interpretation to reports.

Who is the workshop for?

The workshop is for data analysts who are looking to improve the quality of their reports for stakeholder consumption.

The workshop is relevant for anyone who's job it is to convert data into reports, analyses or statistical models for stakeholders.

An example of previous participants include:-

  • Business Intelligence analysts

  • Customer Insight analysts

  • Credit Risk Analysts

  • Data Scientists

  • Finance Analysts

  • MI Analysts

  • Pricing analysts

  • Retail analysts

  • Fraud Analysts

How is it delivered and what does it cost?

Currently, the public workshops are delivered online via Zoom and are facilitated by Steve Hulmes, an experienced analytical manager and coach. Private workshops can be hosted online or on-site.

The workshops are four hours in duration and are limited to a maximum of eight participants to maintain high interactivity.

There is a public schedule of open workshops participants can book onto (click here to view current availability) - these are held semi-regularly, based on demand. Standard fees to attend are £245+vat per participant.


Alternatively, workshops can be hosted privately. Not only does this work out more economical but provides a great platform for establishing standard practices across the team. 

What Participants Say

"Very informative.  Very focused on service needs and delivery to external providers. "

"I enjoyed this workshop and learnt a lot from the Hierarchical report section."

"Delivered to a high standard and very engaging. It was a very relevant workshop for the Analysts and would highly recommend it."

"This was another really useful workshop.  For me personally I found the hierarchical summarizing and interpretation and commentary most instructive, especially trying to put these into practice in the exercises."

"Very useful. The hierarchical approach is something I plan on utilising for both reporting and when creating narratives."

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