Slides from a webinar that I presented. Sharing some of the highlights of my one-day online training course on People Skills for Analysts, including my 9-step-model for effective analysis. Further details available from: http://laughlinconsultancy.com

1. Paul Laughlin, Chief Blogger & Managing Director, May 2020
The People Skills
Analysts need to make an impact in their organisations

2. Client-side to Agency-side
Created and lead data & analytics
teams, for all general & life
insurance businesses across
Lloyds Bank Group, over 13 years.
Added over £11m incremental
profit to bottom line annually.
Developed team of 44 analysts &
mentored future leaders.
Background
“Helping exceptional teams master the
people side of analytics”
2

3. Businesses need Analytics that works
Relevance trumps sophistication
3

4. Focus is on technical skills
Most education & training is focussed on technical capabilitiesEDSF Release 2: Part 1. Data Science Competence Framework (CF-DS)
Table 4.2. Identified Data Science skills related to the main Data Science competence groups
SDSDA
Data Science
Analytics
SDSENG
Data Science
Engineering
SDSDM
Data Management
SDSRM
Research Methods
and Project
Management
SDSBA
Business Analytics
SDSDA01
Use Machine Learning
technology,
algorithms, tools
(including supervised,
unsupervised, or
reinforced learning)
SDSENG01
Use systems and
software engineering
principles to
organisations
information system
design and development,
including requirements
design
SDSDM01
Specify, develop and
implement enterprise
data management and
data governance
strategy and
architecture, including
Data Management Plan
(DMP)
SDSRM01
Use research methods
principles in developing
data driven applications
and implementing the
whole cycle of data
handling
SDSBA01
and Business
Intelligence (BI)
methods for data
analysis; apply
cognitive
technologies and
relevant services
SDSDA02
Use Data Mining
techniques
SDSENG02
Use Cloud Computing
technologies and cloud
powered services design
for data infrastructure
and data handling
services
SDSDM02
Data storage systems,
data archive services,
digital libraries, and their
operational models
SDSRM02
Design experiment,
develop and implement
data collection process
SDSBA02
Apply Business
Processes
Management (BPM),
general business
processes and
operations for
organisational
processes
analysis/modelling
SDSDA03
Use Text Data Mining
techniques
SDSENG03
Use cloud based Big Data
technologies for large
datasets processing
systems and applications
SDSDM03
Define requirements to
and supervise
implementation of the
hybrid data management
infrastructure, including
enterprise private and
public cloud resources
and services
SDSRM03
Apply data lifecycle
management model to
data collection and data
quality evaluation
SDSBA03
Apply Agile Data
Driven
methodologies,
processes and
enterprises
SDSDA04
Apply Predictive
Analytics methods
SDSENG04
Use agile development
technologies, such as
DevOps and continuous
improvement cycle, for
data driven applications
SDSDM04
Develop and implement
data architecture, data
types and data formats,
data modeling and
design, including related
SDSRM04
Apply structured
approach to use cases
analysis
SDSBA04
Use Econometrics for
data analysis and
applications
EDSF Release 2: Part 1. Data Science Competence Framework (CF-DS)
Table 4.3. Required skills related to analytics languages, tools, platforms and Big Data infrastructure 6
DSDALANG
Data Analytics
and Statistical
languages and
tools
DSADB
Databases and
query
languages
DSVIZ
Data/Applicatio
ns visualization
DSADM
Data
Management
and Curation
platform
DSBDA
Big Data
Analytics
platforms
DSDEV
Development and
project
management
frameworks,
platforms and tool
DSDALANG01
R and data analytics
libraries (cran,
ggplot2, dplyr,
reshap2, etc.)
DSADB01
SQL and
relational
databases (open
source:
PostgreSQL,
mySQL, Nettezza,
etc.)
DSVIZ01
Data visualization
Libraries
(mathpoltlib,
seaborn, D3.js,
FusionCharts,
Chart.js, other)
DSADM01
Data modelling
and related
technologies (ETL,
OLAP, OLTP, etc.)
DSBDA01
Big Data and
distributed
computing tools
(Spark,
MapReduce,
Hadoop, Mahout,
Lucene, NLTK,
Pregel, etc.)
DSDEV01
Frameworks: Python,
Java or C/C++, AJAX
(Asynchronous
Javascript and XML),
D3.js (Data-Driven
Documents), jQuery,
others
DSDALANG02
Python and data
analytics libraries
(pandas, numpy,
mathplotlib, scipy,
scikit-learn,
seaborn, etc.)
DSADB02
SQL and
relational
databases
(proprietary:
Oracle, MS SQL
Server, others)
DSVIZ02
Visualisation
software (D3.js,
Processing,
Tableau, Raphael,
Gephi, etc.)
DSADM02
Data Warehouse
platform and
related tools
DSBDA02
Big Data Analytics
platforms
(Hadoop, Spark,
Data Lakes, others)
DSDEV02
Python, Java or
C/C++ Development
platforms/IDE
(Eclipse, R Studio,
Anaconda/Jupyter
Notebook, Visual
Studio, Jboss,
Vmware, others)
DSDALANG03
SAS
DSADB03
NoSQL Databases
(Hbase,
MongoDB,
Cassandra, Redis,
Accumulo, etc.)
DSVIZ03
Online
visualization tools
(Datawrapper,
Google
Visualisation API,
Google Charts,
Flare, etc)
DSADM03
Data curation
platform,
metadata
management (ETL,
Curator's
Workbench,
DataUp, MIXED,
etc)
DSBDA03
Real time and
streaming
analytics systems
(Flume, Kafka,
Storm)
DSDEV03
Git versioning system
as a general platform
for software
development
DSDALANG04
Julia
DSADB 04
Hive (query
language for
Hadoop)
DSADM04
Backup and
storage
management
(iRODS, XArch,
Nesstar, others)
DSBDA04
Hadoop
Ecosystem/platfor
m
DSDEV04
Scrum agile software
development and
management
methodology and
platform
Source: EDISON Data Science Framework (2017)
4

5. But Leaders say other gaps matter more
Experienced Data/Analytics leaders point to need for People Skills
5

6. Use appropriate methods
Engage with stakeholders
Communicate clearly
Address real business need
“Delivering”
express insight in
clear business
actions needed
“Commercial Awareness”
what is relevant to your business now?
9 Step Model for effective analysis
The People Skills needed at each stage to achieve impact
6
“Contracting”
translate business
need into data &
analytical question
(1) Questioning
(4) Data (5) Analysis (6) Insight
(2) Planning
(8) Visual
Storytelling
(9) Solution
(3) Buy-in (7) Sign-off

7. Use appropriate methods
Engage with stakeholders
Communicate clearly
Address real business need
“Delivering”
express insight in
clear business
actions needed
“Commercial Awareness”
what is relevant to your business now?
9 Step Model for effective analysis
2 quick polls to understand your strengths & weaknesses
7
“Contracting”
translate business
need into data &
analytical question
(1) Questioning
(4) Data (5) Analysis (6) Insight
(2) Planning
(8) Visual
Storytelling
(9) Solution
(3) Buy-in (7) Sign-off

8. Getting a better
quality brief
8
(1) Questioning

9. The problem with requirements
9

10. Getting clarity on need not want
Practice using questions to get clarity on
what they need, not just what they want:
• Concept clarification questions
• Probing assumptions
• Probing rationale, reasons & evidence
• Questioning viewpoints & perspectives
• Probe implications & consequences
Socratic questioning
10

11. Securing buy-in
from key
stakeholders
11
(3) Buy-In

12. Alexander Hamilton (American ‘Founding Father’ & abolitionist), 1755-1804
“Men often oppose a thing merely because they have
had no agency in planning it, or because it may
have been planned by those whom they dislike.”
12

13. Two-stage Stakeholder Mapping
Use 360 degrees mind-mapping & then prioritisation
13
IT
Developers
Business
Architect
Finance
BP
Compliance
Competitors
CMO
CEO
CIO CRO
NEDs
City
Analysts
Your
Managers
Chairman
Your
Analysts
CFO
Regulators
Market
Tech
Vendors
Gartner/
Forrester
Benchmarks
Consumer
Groups
Customers
COO
Finance
Peers
Risk
Peers
Marketing
Peers
You
Legal
Peers
Ops
Peers
IT
Peers
Teams
supplying
data
Teams
supporting
systems
External
data
suppliers
CX
Managers
IT
Managers
Finance
Managers
Risk
Managers
Legal
Managers
Finance
Teams
Risk Teams
Legal
Teams
IT
BP

14. Segmenting your Stakeholders
To effectively flex your style to suit different personalities
14
Spotting a Pioneer
Pioneer motto: Have fun. It’s just work.
Spotting a Driver
Driver motto: And your point is…?
Spotting an Integrator
Integrator motto: Consensus Rules!
Spotting a Guardian
Guardian motto:
Changing the World, One Spreadsheet at a Time
https://businesschemistry.deloitte.com

15. Beyond Analysis,
generating Insights
15
(6) Insight

16. Oliver Wendell Holmes, Sr. (American writer), 1841-1935
“A moment's insight is sometimes worth a
life's experience.”
16

17. Using 4 potential sources of understanding
Converging evidence
Media and Technology Trends
Regulatory Environment
Socioeconomic Stats
Competitor Intelligence
Market Developments
Qualitative Research
Quantitative Studies
Tracking Studies
Meeting Customers F2F
Customer Complaints
Listening in at Call Centre
Those who meet customers
Sales, Customer & Transactional
data
Communication
Evaluations
Behavioural
Data
Environm
ent
Research
Custom
er
Connection
Customer Personas/Vox pops
Customer Experience Study
Market Intel. Team
External MI Database
Data Team
Analysis Team
Research Team
Customer facing Colleagues

18. BEHAVIOUR NOW
MOTIVATION
BEHAVIOUR THEN
WHY NOW WHY THEN
Insight Generation Workshops
A process to get from analysis to motivational insights
18
Through the steps of an Insight
Generation workshop, attendees are
building a bridge from the current
customer behaviour to the desired
customer behaviour, via Analytical
Thinking about deeper motivations…

19. How to run Insight Generation workshops
Further detail available in this two-part blog post series
19

20. Storytelling with
Data Visualisation
20
(8) Visual Storytelling

21. Practice effective communication
The 7 Cs of traditional comms training still apply
Complete
Concise
Considerate
Concrete
Clear
Courteous
Correct

22. Use hierarchies of communication
Learn from tabloid journalists, to structure your slides
22

23. Use effective storytelling techniques
Learning from what causes people to binge watch on Netflix
23
Four elements of TV dramas that create
effective stories which engage audiences:
1. Proven narrative structure
2. Characters you care about
3. Good pace (brevity)
4. Visually attractive & easy to follow

24. Use Basic Charts appropriately
Learn when each chart type is appropriate & design principles
24

25. Keep learning from good & bad examples
We live in a ‘golden age’ of Data Viz resources, writers & events
25

26. Influencing the final
outcome (action)
26
(9) Solution

27. Ella Fitzgerald (American jazz singer), 1917-1996
“It isn't where you came from, it's where
you're going that counts.”
27

28. Focus on action not outputs
Ensure request is for action
Design analysis to be actionable
Include recommended actions
Give progress updates on action
Measure effect of actions
Change your language
28

29. Use appropriate methods
Engage with stakeholders
Communicate clearly
Address real business need
“Delivering”
express insight in
clear business
actions needed
“Commercial Awareness”
what is relevant to your business now?
9 Step Model for effective analysis
The People Skills needed at each stage to achieve impact
29
“Contracting”
translate business
need into data &
analytical question
(1) Questioning
(4) Data (5) Analysis (6) Insight
(2) Planning
(8) Visual
Storytelling
(9) Solution
(3) Buy-in (7) Sign-off

30. Use appropriate methods
Engage with stakeholders
Communicate clearly
Address real business need
“Delivering”
express insight in
clear business
actions needed
“Commercial Awareness”
what is relevant to your business now?
9 Step Model for effective analysis
Poll about your focus, out of the 5 steps covered today
30
“Contracting”
translate business
need into data &
analytical question
(1) Questioning
(4) Data (5) Analysis (6) Insight
(2) Planning
(8) Visual
Storytelling
(9) Solution
(3) Buy-in (7) Sign-off

31. Take action in the next 2 weeks
Action-orientated learning
31
?
What one thing will you do differently (within the next 2 weeks) as a result of this webinar?

32. Further details are available
How to contact me…
32
@LaughlinPaul
+44 (0)7446 958061
linkedin.com/in/paullaughlin
paul@laughlinconsultancy.com

33. Any questions?