Getting Started
Contents
1. Next Page Page Indicator View Scale toggles between 100 and Shrink to Fit Solo s 3 Step Approach Solo is designed to help you develop a completed report that is professional logical and coherent as quickly as possible A three step approach is used which helps you work out visualize and convey your thinking The tutorial on the following pages will instruct you in the use of Solo Creating a Solo Report Select Illustration Fill in the Blanks Enter Message e Develop your storyline Use the Template e Enter the page editor by entering messages Manager to select the and add the necessary in the message box appropriate illustration data by filling in the and tabbing to the for the message blanks next page e Creating a logical e For complex graphics You can edit annotate storyline up front you can place more the page using the focuses your thinking than one template on drawing text and table on the end product a page tools you want Q Solo 4 5 untitled o Eile Edit Yiew Templates Storyboard Window Help The E45 Project 2 lt Elitk here ty entar mesnage Sto ryboard BA Glick here to Fin Tempete Message Box Message text gt lt Message gt on an individual pag e lt TITLE gt lt Subtitle gt Tutorial This section is a tutorial on how to construct four types of pages using2. Axon Incorporated Message Driven Visual Communication Getting Started OLO VISUAL COMMUNICATION Table of Contents Section Going Solo ccccccccceeeceeeeeeeeeeeees 1 A brief introduction to the underlying concepts of Message Driven Visual Communications SOLO IS AUTO A snini E Rem 3 Message Driven Visual Communication 4 EOI al StOPYy NG miroir ian eo iaie 5 Solo Visual Vocabulary cssseeseeeeeeeeeseeeeeeees 6 SCC VIEWS duoi ara T a SOLO S StepsA PplrOdch s dscviedasesiordaesenincearaaned e 9 Section Il Tutorial 2 0 0 0 cccccccececeeeeeeeeeeeeees 11 Step by step examples that guide you through constructing four different types of pages Creating an Executive Summary ccccccceeeeeees 13 Crean a Tale sirain e cant neutasneolatteon 17 Creating a Concept Page csseessseessseeeeeeeeeeeees 21 Creating a Data Driven Chart ccccccceeeeeees 24 Copyright 1999 2001 Axon Incorporated No part of this publication may be reproduced transmitted transcribed stored in a retrieval system or translated into any language in any form by any means without the written permission of Axon Incorporated Going Solo Reading this section will provide an understanding of the concepts behind Solo and of the elements required to produce clear concise visually oriented documents proposals progress reports marketing p
3. A set of page layout templates and a library of clip art augment these categories CATEGORY TYPE VARIATION mp pected A coop Text Narrative Covers Contents Bullet Text Tables ake E Il ZA WN e o o 4 x Be ES D Be Bs Bs O a O E S S l h it LT Chart Pie Bar Column Line Area Scatter XY Range Mix Cost Curve Bubble Build Up Build Down Combination 7O Concept Filters Flow Basic Flow Circle Flow Extend Flow Iterative Flow Subdivided Forces Frameworks Hierarchies Leverage Maps Matrix Point Matrix Text Obstacles E L z TTT tt p JE un Browse this User Guide to preview the template variations Organization Overlaps Proc
4. placeholder lt Click here to Place Template gt lt Click here to enter message gt Click the placeholder lt Click here to Place Template gt to open the Templates dialog box e This opens the Templates dialog box The Templates dialog box can also be opened by choosing the Place Templates command from the Templates menu e Templates can be placed into any empty Storyboard cell 14 2 Click the Text category icon then click the Text Tbl type icon and last the Fancy variation icon gt Template Library x 1 Pick a page category 3 r i B Din Text Tbl Fancy Tables allow text and graphics to be entered into cells E ha BO N and automatically aligned in rows and columns The templates are Text Chart Concept Clip Art Layout formatted for a variety of common uses 3 Select the appropriate variation BE Group l Ba 7 rF 4 Click Piace to add the page to the document ayout orce Format Dee E E 3 Click the Place button at the bottom of the dialog box to place the template in the Storyboard cell e After placing the template close the dialog box by clicking it s close box 4 Select the cell containing the new template 5 Switch to the Page Editor view to com z licki h e Choose the Page Editor View Switche command from the View menu icon switches between the OR bi Storyboard and Page Editor views e Click the View Switcher icon at the top
5. the Backspace or Delete keys 20 Tutorial Creating a Data Driven Chart Step by step Sample Page Chromemco s performance is significantly ahead of other groups ROUP PERFORMANCE 1 Unit Sales Broadhurst 5 Baskins 7 Chromemco 68 Dunskill 4 Follow the steps below to create the sample bar chart 1 Click the placeholder lt Click here to Place Template gt lt Click here to enter message gt Click the placeholder to open the lt Glick here to Place Template gt Templates dialog box e This opens the Templates dialog box The Templates dialog box can also be opened by choosing the Place Templates command from the Templates menu e Templates can be placed into any empty Storyboard cell 21 2 Click the Chart category icon then click the Bar type icon and last the Basic variation icon C gt Template Library EW 1 Pick a page category F Tg a i Bar Basic Shows a ranking of items ficial ES Text Chart Concept Clip Art Layout 2 Choose a type 3 Select the appropriate variation a Cost Curve es Build Down Group none Layout __Chart standard v Force Format Standard Y 4 Ciick Piace to add the page to the document 3 Click the Place button at the bottom of the dialog box to place the template in the Storyboard cell e After placing the template close the dialog box by cl
6. you to the next cell 10 To create the bullets used in the sample select the text in a cell and choose the Apply Paragraph command from the Text menu e This opens the Named Paragraphs dialog box e Choose S2 Table Bullet entry in the list and click the Apply button G Named Paragraphs ca Name Source 1 Narr Normal Template File 2 Narr Bullet Template File 3 Marr Dash Template File 4 Marr Plus iTemplate File 2 Bullet Template File Bullet Dash Template File 7 Bullet Template File riadi 51 Table Normal Template File 52 Table Bullet iTemplate File 53 Table Dash Tenplate File 54 Table Decimal Template File 55 Table Number Template File Y Apply Inzert The Named paragraphs used in the example table are illustrated and labeled below There are three major elements in the marketing change program that have open issues EW MARKETING INITIATIVES Open Issues Responsibility S2 Table Bullet e Research approach usan Smith Questionnaire S3 Table Dash length focus Review cycle esegment customer Segmentation approach ill Edwards roups Fit with sales territories esign new advertising New agency selection afael Curtis ampaign Redefined value proposition Chapter 8 Tables in the Solo User Manual provides information on working with the different features associated with tables 17 Tutorial Creating
7. Solo It is intended to give quick easy instructions for creating pages in a Solo document Solo opens initially in its Storyboard view which is where this tutorial begins Some terminology to become familiar with Select means to click on an object Text placeholder any text surrounded by the lt and gt symbols For greater detail on all Solo functionality consult the User Manual Tutorial Creating an Executive Summary Step by step Sample Page Executive Summary The preliminary review of ABC s marketing activities revealed several deficiencies e Customer needs are not well understood No current survey data Sales force reports inconclusive Conflicting needs analysis Feature set survey results vary widely e Segmentation is incomplete e Channel margins are in conflict e Advertising does not tie to product value proposition Follow the steps below to create the sample executive summary 1 Click the placeholder lt Click here to Place Template gt lt Click here to enter message gt Click the placeholder lt Click here to Place Template gt to open the Templates dialog box e This opens the Templates dialog box The Templates dialog box can also be opened by choosing the Place Templates command from the Templates menu e Templates can be placed into any empty Storyboard cell 10 2 Click the Text category icon then click the Narra
8. a Concept Page Step by step Sample Page The actual process will combine the three elements into an iterative flow ONTINUOUS MARKET FEEDBACK PROCESS Data Gathering Follow the steps below to create the concept visual 1 Click the placeholder lt Click here to Place Template gt lt Click here to enter message gt Click the placeholder lt Glick here to Place Template gt to open the Templates dialog box e This opens the Templates dialog box The Templates dialog box can also be opened by choosing the Place Templates command from the Templates menu e Templates can be placed into any empty Storyboard cell 18 2 Click the Concept category icon then click the Flow Circle type icon and last the 3 Part variation icon gt Template Library 1 Pick a page category x Flow Circle 3 Part Mustrates stages in a process which is circular or 8 a 5 SEA x N repetitive in nature Text Chart Concept Clip Art Layout 2 Choose a type 3 Select the appropriate variation Group l a Ir F 4 Click Place to add the page to the document ayout orce Format Delo E Ei 3 Click the Place button at the bottom of the dialog box to place the template in the Storyboard cell e After placing the template close the dialog box by clicking it s close box 4 Select the cell containing the new template 5 Switch
9. activities revealed several deficiencies e Customer needs are not well understood 8 Click the lt Narrative Text gt placeholder or press Ctrl or Cmd Tab to select it and type in the sample sentence from the example above 9 To add the bullet points place your cursor at the end of the sample sentence and choose the Apply Paragraph command from the Text menu e This opens the Named Paragraphs dialog box illustrated below e Click the 2 Narr Bullet entry e Click the Insert button and type in your bullet points gt Named Paragraphs x ay Name Source 1 Narr Normal Template File ao 2 Narr Bullet Template File 3 Marr Dash Tenplate File 4 Marr Plus iTemplate File Delete 2 Bullet Template File Bullet Dash Template File 7 Bullet Template File 51 Table Normal Template File 52 Table Bullet Tenplate File 53 Table Dash Template File 54 Table Decimal Template File 55 Table Number Template File Y piled ip Apply ael Inzert 12 10 To add additional bullet points dash points or plus points place the blinking insertion point at the end of any line of text and use the Named Paragraphs dialog box to insert the type of paragraph style required e This is not the only method for working with Named paragraph styles There are several alternatives available As your experience with Solo increases you will want to learn the many shortcuts a
10. ecutive Summary or Marketing Analysis Messages are expressed as a dynamic assertion vs a descriptive statement A typical message line presents the situation the complication and a resolution For example Declining profits the situation due to increased labor costs the complication direct us toward offshore production the resolution SOLO STORYBOARD gt Solo 4 5 SAMPLE SOLO REPORT a File Edit View Templates Storyboard Window Help po Summary Production Overview pee an i ddd ddd ddd x dddddddddd jugsaaauaa Marketing Overview ddd ddd ddd dddddddddd dddddd ddd aad ddd didddddddd dad add ddd dad ddd Seeds ee te hes ai dad ddd add dd didddddddd dad add ddd ddd ddd dd add ddd didddddddd ddd add ddd ddd dad ddd add ddd didddddddd ddd ddd add dd ddd dad dd add dd dad ddd didddiddddd Solo s Visual Vocabulary Once a message is determined illustrating it graphically can add to its impact and conciseness Solo contains a library of hundreds of professionally designed consulting type templates to illustrate quantitative conceptual and text messages This library comprises the Visual Vocabulary of Solo It expands your ability to visually articulate your thinking Solo s template library is organized into three categories Text for narrative Chart for quantitative and Concept for conceptual messages Each category has tens of Types and hundreds of Variations
11. esses Pyramids Pyramids i Relationships Segments Time Lines Trees Words Other Storyboard View The Storyboard view lets you work on the entire report You can enter message lines move pages to any location in the Storyboard to sequence your thoughts insert new pages delete pages place templates and scale your view The message box is for entering the main point of the page amp Solo 4 5 SAMPLE SOLO REPORT D Fie Edit View Templates Storyboard Window Help i Executive Summary Production Overview The Storyboard Command Palette provides command icons for the most common activities he E45 combines function and fprm in a classic design To move pages in the Storyboard click on them and use the Grabber Hand to drag Switches between them to another location Storyboard and Page Editor the large arrow insertion Opens Template Dialog Box point indicates their destination Selects Text Place holders Slideshow Quick Look e Print Selected Pages Inserts new page Remove empty pages Select first page Select last page Go to current page Sort selected pages Enlarges view Reduces view Normal view Shrink To Fit Deletes Selected Pages Page Editor View The Page Editor View lets you work on individual pages You can scale the view from 12 5 to 800 modify templates and add any graphic elements you requi
12. icking it s close box 4 Select the cell containing the new template 5 Switch to the Page Editor view to complete the page e Choose the Page Editor command from the View menu licking the iew Switcher OR con switches etween the e Click the View Switcher icon at eli toryboard a nd Page the top of the Storyboard ditor views command palette 22 6 Click on the Data Window Icon or choose the Data command from the Chart menu e This opens the chart s data window Bar Basic AO DATA Click here to enter data EA Icon e Enter the sample data as illustrated below e After you have entered the data close the window or click anywhere on the page The chart will be automatically plotted inside it s frame and the data window is closed gt Bar Basic Data X E Broadhurst MBleaskins o 4r 6B 23 7 Select the lt Message gt text placeholder click on the text to edit and type the sample message from the example e This will highlight the text Any text you type replaces the placeholder text e Text placeholders can be selected by pressing and holding down the Ctrl Windows or Cmd Macintosh key and pressing the Tab key lt Message gt TITLE gt Subtitle gt Broadhurst Baskins Chromemco Dunskill 68 lt footnote gt Source lt source gt 8 To annotate your chart use Solo s drawing tools t
13. lans Solo Rationale Business success is measured in terms of action taken by others Persuasive business reports are designed to move an audience to action Effective communication of ideas and recommendations to an audience is core to business success Powerful computer graphics hardware and software tools are widely available but they don t ensure that the graphics will be effective Solo was specifically designed to help people rapidly plan and draft concise effective reports and presentations e Solo s overall framework helps develop a report or presentation which is coherent and compelling e The Storyboard helps organize your thoughts into a logical structure e The Template library makes it easy to illustrate your messages graphically e The consistent professional graphic format helps your audience understand each message e Solo s tool integration speeds production and improves quality of output Message Driven Visual Communications Solo s Message Driven Visual Communication approach provides a framework that helps you structure a logical coherent report or presentation The approach is founded on the theory that a presentation or report explains a single overriding thought 1 e conclusion All excellent reports are anchored in a logical storyline that steps the audience through the message points Key messages are summarized in the executive summary and major and minor subdivisions Suppo
14. o add arrows text etc to highlight your message Pointer Rounded Rectangle Arc Perpendicular Lines Freehand Power Tools Arrow Multigon Star Bracket Frame Tools Chart Table and Target frames Text Rectangle j Oval Angled Line Polygon TSN Deletes Selected Objects Chapter 7 Charts in the Solo User Manual provides information on working with the charting features and provides illustrative charting examples 24
15. of the Storyboard command palette 6 Select the lt Message gt text placeholder click on the text to edit and type the sample message from the example below e This will highlight the text Any text you type replaces the placeholder text e Text placeholders can be selected by pressing and holding down the Ctrl Windows or Cmd Macintosh key and pressing the Tab key 15 lt Messaze gt lt TITLE gt Sample Text There are three major elements in the marketing change program that have open issues NEW MARKETING INITIATIVES 7 Click the lt TITLE gt placeholder or press Ctrl or Cmd Tab to select it and type in the sample title from the example 8 The standard Fancy table template contains more columns than we require To delete columns select them and press either the Delete or Backspace key e The table should now have three columns and four rows There are three major elements in Shift click the top of each that have open issues column to select them for deletion lt footnote gt Source lt source gt 16 9 Press Ctrl or Cmd Tab to the next text placeholder and type Open Issues Click the next cell and type Responsibility e You can continue to add text to each table cell by clicking on a cell and typing Pressing the Tab key will also advance
16. re Solo 4 5 SAMPLE SOLO REPORT Iof x oy File Edit Yiew Templates Text Table Chart Objects Layout Window Help jej x tz The Page Editor Propaled A5 prodiiatian costs will be below He inilial eslimalaotPIB0000 Tool Palette 2 provides tools for Exhibit Ne Satan PROJECTED K45 PRODUCTION COSTS rawing an a P thousands 150 Estimated editing activities p A E E r E A e e e manne ee 119 Actual 49 4 245 1 2 Ft Hull Bukheads Electrical Deck HullDeck Fittings Total poo Mold Cabinetry Plumbing hold Assembly Rigging 2 anaaneaneensensensenccnccnncnncnncuncanccnscnecccccccccccesccsccsccsccnccncnncnncnneuneunccnccnccaccaccasccccccsansen a ee neenecnecncnnennccnccnccccccccccccccuccucccccccnccncnnennenneccncuncencenscuccuscuscascacsanscccccccccccsccsccssaces p i a A Ort L Lane e vll Fl a ats lann L tu mmmh an m Lm Ld Switches between o Pointer Text aN AE Rounded Rectangle Rectangle Arc Oval Opens Template Dialog Box Perpendicular Lines mi Angled Line Selects Text Placeholders Freehand Polygon Slideshow Quick Look Power Tools Print Current Page T Arrow Multigon ra Star Bracket Frame Tools TA Chart Table and Target frames Deletes Selected Objects Fill Color Pattern F Border Color Pattern Line Thickness Arrowhead Options Line Style Previous Page f
17. rting points form a hierarchy of thoughts THE STRUCTURE OF A MESSAGE DRIVEN VISUAL REPORT Report Main Supporting Underlying Summary Arguments Logic Facts N q S ofS _ 9 Cover Bece ee gt oe Summary i Major _ UDAIVISIONS P aa Sieaveens The hierarchy of thought is a pyramid where the detail at the base is refined at each level to provide the final result of report production The Executive Summary In reading a report the opposite is true The Executive Summary is expanded at each level to tell the whole story Report Summary Executive Summary y Main Arguments Major Subdivisions y Supporting Logic Minor Subdivisions y Underlying Facts Exhibits Data Logical Storyline Solo s Storyboard helps you develop your logical storyline Each Storyboard cell contains a message box used to express the single thought you want to illustrate Summary narrative pages will typically have titles such as Ex
18. tive type icon and last the Major variation icon Template Library x 1 Pick a page category a Pa BO nin E Narrative Major Narrative pages communicate a report s storyline and mMM a Na are designed to accommodate full sentences and paragraphs Text Chart Concept Clip Art Layout 2 Choose a type 3 Select the appropriate variation paj m oe 4 Click Piace to add the page to the document ayout orce i Format Delete fay 3 Click the Place button at the bottom of the dialog box to place the template in the Storyboard cell e After placing the template close the dialog box by clicking it s close box 4 Select the cell containing the new template licking the Choose the Page Editor iew Switcher command from the View menu con switches etween the OR TAR toryboard l nd Page e Click the View Switcher icon at ditor views the top of the Storyboard command palette 6 Select the lt Major Title gt text placeholder and click on the text to edit e This will highlight the text Any text you type replaces the placeholder text e Text placeholders can be selected by pressing and holding down the Ctrl Windows or Cmd Macintosh key and pressing the Tab key 7 Type Executive Summary into the text placeholder lt Major Title gt lt Narrative Text gt Sample Text Executive Summary The preliminary review of ABC s marketing
19. to the Page Editor view to com licking the Choose the Page Editor a enice command from the View menu con switches etween the OR el toryboard i nd Page e Click the View Switcher icon at ditor views the top of the Storyboard z command palette 6 Select the lt Message gt text placeholder click on the text to edit and type the sample message from the example below e This will highlight the text Any text you type replaces the placeholder text e Text placeholders can be selected by pressing and holding down the Ctrl Windows or Cmd Macintosh key and pressing the Tab key 19 lt Message gt TITLE gt The actual process will combine the three elements into an iterative flow ONTINUOUS MARKET FEEDBACK PROCESS NOTE If there are parts of a Solo template you do not want to use simply select them and delete Data Gathering In this case you would select and delete the source and footnote information at the bottom of the page lt footnote gt Source lt source gt 7 Click the lt TITLE gt placeholder or press Cirl or Cmd Tab to select it and type in the sample title from the example e Continue to click or Ctrl or Cmd Tab to select each text placeholder and type in the sample text e Objects that are not used in an exhibit can be deleted by selecting them and pressing
20. vailable to speed up the process of entering text and formatting paragraphs Chapter 5 Working with Text in the Solo User Manual provides information on working with the different types of text objects Named Paragraphs and using the text formatting capabilities available in Solo The Named paragraphs used in this example are illustrated and labeled below Executive Summary 1 Narr Normal The preliminary review of ABC s marketing activities revealed several deficiencies 2 Narr Bullet o e Customer needs are not well understood 3 Narr Dash No current survey data Sales force reports inconclusive 4 Narr Plus Conflicting needs analysis Feature set survey results vary widely e Segmentation is incomplete e Channel margins are in conflict e Advertising does not tie to product value proposition 13 Tutorial Creating a Table Step by step Sample Page There are three major elements in the marketing change program that have open issues EW MARKETING INITIATIVES eevaluate customer Research approach usan Smith eeds Questionnaire length focus Review cycle esegment customer Segmentation approach ill Edwards roups Fit with sales territories esign new advertising New agency selection afael Curtis ampaign Redefined value proposition Follow the steps below to create the sample table 1 Click the
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