Friday, May 09, 2008

My New Best Friend, the Harvey Ball


So in my new position at The Place Which Shall Not Be Named*, my job is often to present a lot of material in a very little amount of time. In order to accomplish this end, I am quickly learning the wonders of The Matrix.

Not the Meatrix, and not the movie either, but rather an 8x8 chart (or 7x5, or 6x9, or what have you) that usually compares a set of criteria to multiple entities. Here's an example, from a quick image search.

Using symbols instead of words. The most challenging part of using a matrix is that I'm confined to boxes. Not only that, but I'm finding that people like to see pictures instead of words, a further confinement. Sure, I can (and have) developed matrices of text. This works in narrative-style reporting, or in cases when one-to-three words will suffice. It doesn't work so well with the at-a-glance snapshot, however. My solution? A series of checks and check-pluses, stars, frowney-faces** and smiley-faces.

And then I discovered Harvey Balls. Developed by a consultant, Harvey Balls are quick reference indicators of scale. A filled in circle exceeds criteria; an empty circle is akin to a frowney-face. Mostly, I just like saying "Harvey Balls" to people and seeing their reaction, especially in a meeting. There must be a better name for these!

Why "Harvey Balls?" Why not "Criteria Circles" or something resembling the function of the things? Turns out that Harvey Balls were developed by a consultant named Harvey Poppel. Harvey Poppel did not like using check marks on matrices. He had to come up with something that displayed a range for criteria. And then he named that thing after himself.

Harvey Ball did not invent Harvey Balls. Most importantly, when referencing the inventor of the Harvey Balls, remember that it was Harvey Poppel, not Harvey Ball. Harvey Ball is another person entirely. Harvey Ball invented the smiley face.

Let's recap: If you, like me, use a smiley face for matrix criteria, then it's from Harvey Ball. If you use Harvey Balls, then think of Harvey Poppel.

This makes me wonder, were Schweaty Balls invented by Harvey Schweaty? Well, they should have been.

*Thanks to Ralph for the title. It's not that I care if you know where I work; it's that I'd rather it not come up in a search engine. Here's a hint.
**I cannot express enough the strength of response to a frowney face.

4 things that people say:

Anomie said...

that is super cool.

Anita said...

Many of us used to use colors where I worked. Red, yellow and green mostly, but once in a while someone would toss in orange or yellowish green. No one wants to see a frowny face next to their project!
-Anita

Tony Rose said...

Harvey Balls are a great way to compare items, services or anything that is qualitative, just like Consumer Reports. Also, good background info.

marc said...

Anita, great idea! I will definitely have opportunity to try colors.

Tony, yep those are the ones. Thanks for the comment!