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Storytelling to
Nurture Loyalty and
Increase Support
June 22, 2016
• 45 minute webinar + 15 minutes for questions and answers
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The Plan
Voltaire Santos Miran
ChiefExecutiveOfficer
@vsantosmiran
Mallory Wood
DirectorofMarketing
@mallorywood
It’s holiday season, and your agency is about to send you a
thank-you gift. What would you prefer:
A donation made in your name to a charity of the agency’s
choosing.
A foodie gift box from Zingerman’s deli.
Poll:
“Giving and affiliating are highly
complex, intensely personal, and
somewhat fluid acts.”
- Me -
“Individuals are far
quirkier than categories.”
- The Supporter Journey, Blackbaud -
To give you a new tool to frame and
evaluate your storytelling for donors
and alumni.
My Goal:
Agenda
1. MappingtheJourney
2. MatchingtheStories
3. CraftingtheNarratives
4. AWordFromOur
Sponsor

5. Questions
Mapping
the Journey
In order to serve your audiences,
you need to understand them in a
meaningful way.
The Assertion:
“Empathy is about understanding … what’s
going on in a person’s head and heart …
and acknowledging her reasoning and
emotions as valid, even when they differ
from your own.”
Indi Young, Practical Empathy
“Supporters will expect you to know them,
to get what they’re about, and to offer
them opportunities to steer the somewhat
fluid form their journey will take.”
- The Support Journey, Blackbaud -
ENGAGE & INVEST LEAD & INSPIRE REFLECT & RECOMMIT
• Why am I doing this?
• Do I belong here?
• What sort of impact can I make here?
• What sort of commitment am I willing to make?
• Do others in the org share my values and priorities?
• Is this org “for real?”
• I want to stay connected and to know what’s going on.
• I think that this is a good investment of my time and money.
• I realize and appreciate how my involvement has changed me.
• I want to promote our organization actively.
• I’m ready to step up in the organization, and I believe I can have a
bigger impact in a leadership role.
• I’ve got a lot of great ideas about things we can do, and I want to make
things happen!
• How can we extend our reach and influence?
• I want to make sure others have a good experience like I have.
• Am I having the impact that I want to have?
• Is this the best investment of my time and resources?
• Do I still have more to offer?
• How am I benefitting from my involvement?
• Do I believe that they appreciate, respect, and value me?
• Excitement: I’m so glad to have found this organization, and I want to
be part of something bigger than myself.
• Apprehension: I hope I fit in.
• Empowerment: I can make a difference through my involvement.
• Acceptance: I belong here, and I feel cared for.
• Investment: This is important to me.
• Enjoyment: I like the relationships that I’m building, and I value my
interactions with people who share my interests.
• Pride: I’m part of something important.
• Gratitude: I want to give back in some way.
• Happiness: Helping others brings me joy.
• Thrill: I can make an even bigger impact in my new role.
• Urgency: I need to get more people involved and invested.
• Accomplishment: I feel good when I lend my expertise and give my
support, and I like the recognition.
• Efficacy: Contributing makes me feel important.
• Pressure: Others have stepped up, I should, too.
• Ambivalence: I’m not sure this is still “right” for me.
• Appreciation: This organization makes a difference in the world.
• Fear: Where to, if I decide to taper my involvement and support?
• Hurt: I feel slighted or disrespected.
• Inspiration: I want to continue with my involvement.
• Conversations with friends and
colleagues
• Interactions with other
organization peers and staff
• Conversations with other
members
• Events and meetings
• Organization- and industry-
specific news sources
• Respected local and national
news sources
• Annual reports
• Magazines and publications
• Newsletters
• Email communications
• Online communities
• Posts, tweets, and other social
media posts from supporters
• Institutional sites
• Web searches
• Personal interactions
STAGES
THOUGHTS
FEELINGS
ACTIONS
TRUSTED
SOURCES
EXPLORE & ENJOY
Review outcomes
Search the web
Involve and recruit
family and friends
Visit organization sites Engage in social
Meet other
supporters
Advocate via social
Benchmark our
org’s progress
Accept leadership
positionGive
Volunteer
Attend events
Build
relationships
Subscribe
Become a member
Participate in online
communities
Become a public
spokesperson
Decide if now is
the right time
to make a change
Consider long-
term priorities
Talk with trusted
advisors
Matching the
Stories
When you understand the journey,
you can create stories to support
that journey.
The Assertion:
Storytelling is the act of framing
an idea as a narrative to inform,
illuminate, and inspire.”
The Storyteller’s Secret
ENGAGE & INVEST LEAD & INSPIRE REFLECT & RECOMMIT
• Why am I doing this?
• Do I belong here?
• What sort of impact can I make here?
• What sort of commitment am I willing to make?
• Do others in the org share my values and priorities?
• Is this org “for real?”
• I want to stay connected and to know what’s going on.
• I think that this is a good investment of my time and money.
• I realize and appreciate how my involvement has changed me.
• I want to promote our organization actively.
• I’m ready to step up in the organization, and I believe I can have a
bigger impact in a leadership role.
• I’ve got a lot of great ideas about things we can do, and I want to make
things happen!
• How can we extend our reach and influence?
• I want to make sure others have a good experience like I have.
• Am I having the impact that I want to have?
• Is this the best investment of my time and resources?
• Do I still have more to offer?
• How am I benefitting from my involvement?
• Do I believe that they appreciate, respect, and value me?
• Excitement: I’m so glad to have found this organization, and I want to
be part of something bigger than myself.
• Apprehension: I hope I fit in.
• Empowerment: I can make a difference through my involvement.
• Acceptance: I belong here, and I feel cared for.
• Investment: This is important to me.
• Enjoyment: I like the relationships that I’m building, and I value my
interactions with people who share my interests.
• Pride: I’m part of something important.
• Gratitude: I want to give back in some way.
• Happiness: Helping others brings me joy.
• Thrill: I can make an even bigger impact in my new role.
• Urgency: I need to get more people involved and invested.
• Accomplishment: I feel good when I lend my expertise and give my
support, and I like the recognition.
• Efficacy: Contributing makes me feel important.
• Pressure: Others have stepped up, I should, too.
• Ambivalence: I’m not sure this is still “right” for me.
• Appreciation: This organization makes a difference in the world.
• Fear: Where to, if I decide to taper my involvement and support?
• Hurt: I feel slighted or disrespected.
• Inspiration: I want to continue with my involvement.
• Conversations with friends and
colleagues
• Interactions with other
organization peers and staff
• Conversations with other
members
• Events and meetings
• Organization- and industry-
specific news sources
• Respected local and national
news sources
• Annual reports
• Magazines and publications
• Newsletters
• Email communications
• Online communities
• Posts, tweets, and other social
media posts from supporters
• Institutional sites
• Web searches
• Personal interactions
STAGES
THOUGHTS
FEELINGS
ACTIONS
TRUSTED
SOURCES
EXPLORE & ENJOY
Review outcomes
Search the web
Involve and recruit
family and friends
Visit organization sites Engage in social
Meet other
supporters
Advocate via social
Benchmark our
org’s progress
Accept leadership
positionGive
Volunteer
Attend events
Build
relationships
Subscribe
Become a member
Participate in online
communities
Become a public
spokesperson
Decide if now is
the right time
to make a change
Consider long-
term priorities
Talk with trusted
advisors
ENGAGE & INVEST LEAD & INSPIRE REFLECT & RECOMMIT
• Why am I doing this?
• Do I belong here?
• What sort of impact can I make here?
• What sort of commitment am I willing to make?
• Do others in the org share my values and priorities?
• Is this org “for real?”
• I want to stay connected and to know what’s going on.
• I think that this is a good investment of my time and money.
• I realize and appreciate how my involvement has changed me.
• I want to promote our organization actively.
• I’m ready to step up in the organization, and I believe I can have a
bigger impact in a leadership role.
• I’ve got a lot of great ideas about things we can do, and I want to make
things happen!
• How can we extend our reach and influence?
• I want to make sure others have a good experience like I have.
• Am I having the impact that I want to have?
• Is this the best investment of my time and resources?
• Do I still have more to offer?
• How am I benefitting from my involvement?
• Do I believe that they appreciate, respect, and value me?
• Excitement: I’m so glad to have found this organization, and I want to
be part of something bigger than myself.
• Apprehension: I hope I fit in.
• Empowerment: I can make a difference through my involvement.
• Acceptance: I belong here, and I feel cared for.
• Investment: This is important to me.
• Enjoyment: I like the relationships that I’m building, and I value my
interactions with people who share my interests.
• Pride: I’m part of something important.
• Gratitude: I want to give back in some way.
• Happiness: Helping others brings me joy.
• Thrill: I can make an even bigger impact in my new role.
• Urgency: I need to get more people involved and invested.
• Accomplishment: I feel good when I lend my expertise and give my
support, and I like the recognition.
• Efficacy: Contributing makes me feel important.
• Pressure: Others have stepped up, I should, too.
• Ambivalence: I’m not sure this is still “right” for me.
• Appreciation: This organization makes a difference in the world.
• Fear: Where to, if I decide to taper my involvement and support?
• Hurt: I feel slighted or disrespected.
• Inspiration: I want to continue with my involvement.
• Conversations with friends and
colleagues
• Interactions with other
organization peers and staff
• Conversations with other
members
• Events and meetings
• Organization- and industry-
specific news sources
• Respected local and national
news sources
• Annual reports
• Magazines and publications
• Newsletters
• Email communications
• Online communities
• Posts, tweets, and other social
media posts from supporters
• Institutional sites
• Web searches
• Personal interactions
STAGES
THOUGHTS
FEELINGS
ACTIONS
TRUSTED
SOURCES
EXPLORE & ENJOY
Review outcomes
Search the web
Involve and recruit
family and friends
Visit organization sites Engage in social
Meet other
supporters
Advocate via social
Benchmark our
org’s progress
Accept leadership
positionGive
Volunteer
Attend events
Build
relationships
Subscribe
Become a member
Participate in online
communities
Become a public
spokesperson
Decide if now is
the right time
to make a change
Consider long-
term priorities
Talk with trusted
advisors
• Provide content on your site that speaks to both head and heart.
• Provide multiple ways to engage at various levels.
• Coordinate internal communications initiatives to make cultivation
seamless.
• Provide opportunities and training for leadership and meaningful
interaction.
• Make information sharing as easy and seamless as possible.
• Affirm the individual’s value and illustrate the impact of their
contribution.
• Learn more about a person’s goals and priorities.
• Encourage ongoing/increased involvement.OPPORTUNITIES
• Provide ways for people to customize the type, frequency, and
channels for their communication.
• Respond quickly.
• Express genuine gratitude.
• Listen to questions and feedback.
• Demonstrate commitment to supporters as individuals.
Crafting the
Narratives
Great storytelling for alumni and
donors follows the principles of
great storytelling. Period.
The Practice:
“A thought triggers the same
regions of the brain that would be
activated if you were actually
experiencing the event in real life.”
Carmine Gallo, The Storyteller’s Secret
“A compelling story with an
emotional trigger alters our brain
chemistry, making us more trusting,
understanding, and open to ideas.”
Paul Zak, Neuroscientist
23
Popular Themes
1. Fate

2. Ambition
3. Sacrifice

4. Transformation

5. Love

6. Vengeance

7. Resurrection
Credit: Tessa Wegert (http://bit.ly/tessawegert )
24
Popular Plots
1. OvercomingtheMonster
2. RagstoRiches
3. TheQuest
4. VoyageandReturn
5. Comedy
6. Tragedy
7. Rebirth
Credit: Christopher Booker, 

The Seven Basic Plots (http://bit.ly/sevenbasicplots)
Exposition
Complication
Crisis
Climax
Resolution
Aristotle
et. al.
OnceUponaTime…
OneDay…
BecauseofThat…
AndBecauseofThat…
Until,Finally…
Pixar
The Insight:
The most important stories are the
ones that alumni and donors tell
themselves and those around them.
The Insight:
The most important stories are the
ones that alumni and donors tell
themselves (about themselves) and
(about) those around them.
The Insight:
The most important stories are the
ones that alumni and donors tell
(to) themselves and (to) those
around them.
You must your readers at the heart
of the stories that you tell. They are
your heroes.
The Upshot:
Explore
Enjoy
31
&
“We learned that people gave most to
areas that they could attach themselves
to and things they could see themselves
doing, needing, or creating.”
Josh Foladare, Hobart and William Smith Colleges
33
BOSTONUNIVERSITY
YouatBU:
http://www.bu.edu/
admissions/you-at-bu/
OPPORTUNITY

INTERNATIONAL
http://opportunity.org/
Themes:Ambition,
Transformation,
Resurrection
Plot:Overcomingthe
Monster
34
BOSTONUNIVERSITY
YouatBU:
http://www.bu.edu/
admissions/you-at-bu/
ONE
https://www.one.org
Themes:
Transformation,
Resurrection
Plot:Overcomingthe
Monster
35
BOSTONUNIVERSITY
YouatBU:
http://www.bu.edu/
admissions/you-at-bu/
UNIVERSITYOF
MICHIGAN
AlumniAssociation
http://alumni.umich.edu/
Theme: Love
Plot:VoyageandReturn
Engage
Invest
36
&
“Research revealed that alumni who
have liked content on an institution’s
page are 92% more likely to give.
Millennials are 115% more likely to give.”
- Evertrue -
38
BOSTONUNIVERSITY
YouatBU:
http://www.bu.edu/
admissions/you-at-bu/
#MITBETTERWORLD
https://
betterworld.mit.edu/
engage
Theme:
Transformation
Plot: TheQuest
39
BOSTONUNIVERSITY
YouatBU:
http://www.bu.edu/
admissions/you-at-bu/
SAINTBALDRICK’S
FOUNDATION
http://
www.stbaldricks.org/get-
involved
Themes:Love,Sacrifice
Plot:Overcomingthe
Monster,TheQuest
40
BOSTONUNIVERSITY
YouatBU:
http://www.bu.edu/
admissions/you-at-bu/
TEXASEXES
https://
www.texasexes.org/
advocate-ut
Theme:Ambition,
Transformation
Plot:Quest
Lead
Inspire
41
&
42
BOSTONUNIVERSITY
YouatBU:
http://www.bu.edu/
admissions/you-at-bu/
BOSTONUNIVERSITY
2015AnnualReport
http://www.bu.edu/ar/
2015/#Ideas/4
Theme:Fate,Ambition
Plot:RagstoRiches
43
BOSTONUNIVERSITY
YouatBU:
http://www.bu.edu/
admissions/you-at-bu/
DREXELUNIVERSITY
2015PhilanthropyJournal
http://
deptapp08.drexel.edu/ia/
philanthropyjournal/15/
Theme:Ambition
Plot:Quest
Reflect
Recommit
44
&
“The strongest force in the universe is
self-esteem. If you can make someone
feel good about themselves, they will love
you for it. They will be loyal to you.”
- Steve Wynn, Hotel Mogul -
46
BOSTONUNIVERSITY
YouatBU:
http://www.bu.edu/
admissions/you-at-bu/
UCBerkeley
TheCampaignforBerkeley
http://
campaign.berkeley.edu/
Theme:Ambition/Sacrifice
Plot:Overcomingthe
Monster
47
BOSTONUNIVERSITY
YouatBU:
http://www.bu.edu/
admissions/you-at-bu/
HARVARDUNIVERSITY
SchoolofEngineeringand
AppliedSciences
http://
catchthewave.seas.harvard.e
du/#node-b-chapter-
header-80551
Theme:Ambition
Plot:Quest
Conceptual
Planning
InspiredbyAnnHandley’s“EverybodyWrites:YourGo-To
GuidetoCreatingRidiculouslyGoodContent”
1. Who am I writing for?
2. What do I want them to understand or
learn?
3. How am I putting my reader at the heart of
the story?
4. What’s the narrative arc of my story?
5. What part of the experience or journey am I
supporting?
6. What thoughts, feelings, and actions am I
addressing?
7. What opportunities am I taking advantage
of?
8. What actions am I inspiring? How am I
enabling my readers to be the hero of the
story?
9. What channels am I going to use to share
this story?
ENGAGE & INVEST LEAD & INSPIRE REFLECT & RECOMMIT
• Why am I doing this?
• Do I belong here?
• What sort of impact can I make here?
• What sort of commitment am I willing to make?
• Do others in the org share my values and priorities?
• Is this org “for real?”
• I want to stay connected and to know what’s going on.
• I think that this is a good investment of my time and money.
• I realize and appreciate how my involvement has changed me.
• I want to promote our organization actively.
• I’m ready to step up in the organization, and I believe I can have a
bigger impact in a leadership role.
• I’ve got a lot of great ideas about things we can do, and I want to make
things happen!
• How can we extend our reach and influence?
• I want to make sure others have a good experience like I have.
• Am I having the impact that I want to have?
• Is this the best investment of my time and resources?
• Do I still have more to offer?
• How am I benefitting from my involvement?
• Do I believe that they appreciate, respect, and value me?
• Excitement: I’m so glad to have found this organization, and I want to
be part of something bigger than myself.
• Apprehension: I hope I fit in.
• Empowerment: I can make a difference through my involvement.
• Acceptance: I belong here, and I feel cared for.
• Investment: This is important to me.
• Enjoyment: I like the relationships that I’m building, and I value my
interactions with people who share my interests.
• Pride: I’m part of something important.
• Gratitude: I want to give back in some way.
• Happiness: Helping others brings me joy.
• Thrill: I can make an even bigger impact in my new role.
• Urgency: I need to get more people involved and invested.
• Accomplishment: I feel good when I lend my expertise and give my
support, and I like the recognition.
• Efficacy: Contributing makes me feel important.
• Pressure: Others have stepped up, I should, too.
• Ambivalence: I’m not sure this is still “right” for me.
• Appreciation: This organization makes a difference in the world.
• Fear: Where to, if I decide to taper my involvement and support?
• Hurt: I feel slighted or disrespected.
• Inspiration: I want to continue with my involvement.
• Conversations with friends and
colleagues
• Interactions with other
organization peers and staff
• Conversations with other
members
• Events and meetings
• Organization- and industry-
specific news sources
• Respected local and national
news sources
• Annual reports
• Magazines and publications
• Newsletters
• Email communications
• Online communities
• Posts, tweets, and other social
media posts from supporters
• Institutional sites
• Web searches
• Personal interactions
STAGES
THOUGHTS
FEELINGS
ACTIONS
TRUSTED
SOURCES
EXPLORE & ENJOY
Review outcomes
Search the web
Involve and recruit
family and friends
Visit organization sites Engage in social
Meet other
supporters
Advocate via social
Benchmark our
org’s progress
Accept leadership
positionGive
Volunteer
Attend events
Build
relationships
Subscribe
Become a member
Participate in online
communities
Become a public
spokesperson
Decide if now is
the right time
to make a change
Consider long-
term priorities
Talk with trusted
advisors
• Provide content on your site that speaks to both head and heart.
• Provide multiple ways to engage at various levels.
• Coordinate internal communications initiatives to make cultivation
seamless.
• Provide opportunities and training for leadership and meaningful
interaction.
• Make information sharing as easy and seamless as possible.
• Affirm the individual’s value and illustrate the impact of their
contribution.
• Learn more about a person’s goals and priorities.
• Encourage ongoing/increased involvement.OPPORTUNITIES
• Provide ways for people to customize the type, frequency, and
channels for their communication.
• Respond quickly.
• Express genuine gratitude.
• Listen to questions and feedback.
• Demonstrate commitment to supporters as individuals.
ENGAGE & INVEST LEAD & INSPIRE REFLECT & RECOMMIT
• Why am I doing this?
• Do I belong here?
• What sort of impact can I make here?
• What sort of commitment am I willing to make?
• Do others in the org share my values and priorities?
• Is this org “for real?”
• I want to stay connected and to know what’s going on.
• I think that this is a good investment of my time and money.
• I realize and appreciate how my involvement has changed me.
• I want to promote our organization actively.
• I’m ready to step up in the organization, and I believe I can have a
bigger impact in a leadership role.
• I’ve got a lot of great ideas about things we can do, and I want to make
things happen!
• How can we extend our reach and influence?
• I want to make sure others have a good experience like I have.
• Am I having the impact that I want to have?
• Is this the best investment of my time and resources?
• Do I still have more to offer?
• How am I benefitting from my involvement?
• Do I believe that they appreciate, respect, and value me?
• Excitement: I’m so glad to have found this organization, and I want to
be part of something bigger than myself.
• Apprehension: I hope I fit in.
• Empowerment: I can make a difference through my involvement.
• Acceptance: I belong here, and I feel cared for.
• Investment: This is important to me.
• Enjoyment: I like the relationships that I’m building, and I value my
interactions with people who share my interests.
• Pride: I’m part of something important.
• Gratitude: I want to give back in some way.
• Happiness: Helping others brings me joy.
• Thrill: I can make an even bigger impact in my new role.
• Urgency: I need to get more people involved and invested.
• Accomplishment: I feel good when I lend my expertise and give my
support, and I like the recognition.
• Efficacy: Contributing makes me feel important.
• Pressure: Others have stepped up, I should, too.
• Ambivalence: I’m not sure this is still “right” for me.
• Appreciation: This organization makes a difference in the world.
• Fear: Where to, if I decide to taper my involvement and support?
• Hurt: I feel slighted or disrespected.
• Inspiration: I want to continue with my involvement.
• Conversations with friends and
colleagues
• Interactions with other
organization peers and staff
• Conversations with other
members
• Events and meetings
• Organization- and industry-
specific news sources
• Respected local and national
news sources
• Annual reports
• Magazines and publications
• Newsletters
• Email communications
• Online communities
• Posts, tweets, and other social
media posts from supporters
• Institutional sites
• Web searches
• Personal interactions
STAGES
THOUGHTS
FEELINGS
ACTIONS
TRUSTED
SOURCES
EXPLORE & ENJOY
Review outcomes
Search the web
Involve and recruit
family and friends
Visit organization sites Engage in social
Meet other
supporters
Advocate via social
Benchmark our
org’s progress
Accept leadership
positionGive
Volunteer
Attend events
Build
relationships
Subscribe Become a member
Participate in online
communities
Become a public
spokesperson
Decide if now is
the right time
to make a change
Consider long-
term priorities
Talk with trusted
advisors
• Provide content on your site that speaks to both head and heart.
• Provide multiple ways to engage at various levels.
• Coordinate internal communications initiatives to make cultivation
seamless.
• Provide opportunities and training for leadership and meaningful
interaction.
• Make information sharing as easy and seamless as possible.
• Affirm the individual’s value and illustrate the impact of their
contribution.
• Learn more about a person’s goals and priorities.
• Encourage ongoing/increased involvement.OPPORTUNITIES
• Provide ways for people to customize the type, frequency, and
channels for their communication.
• Respond quickly.
• Express genuine gratitude.
• Listen to questions and feedback.
• Demonstrate commitment to supporters as individuals.
STORYTELLING
PRINCIPLES
• Go deeper. All gifts make a difference, all memberships have
their privileges, and all organizations make some sort of impact.
The details are what make the story your story.
• Remember that the hero of the story is not your
organization. Find ways to place your reader at the heart of
the story.
• Nurture your reader’s own inner storyteller. Remember
that the most important stories for donors and alumni are the
stories that they tell themselves and those around them.
• Use stories to illustrate and explain. Statistics and facts can
educate and inform, and a story can bring life to reality.
A Word From 

Our Sponsor
Voltaire Santos Miran
ChiefExecutiveOfficer


@vsantosmiran
312.420.6778
voltaire.miran@mstoner.com
Mallory Wood
DirectorofMarketing


@mallorywood
802.457.9234
mallory.wood@mstoner.com

Resources
• Register for our next webinar:

http://mstnr.me/
VisualStorytelling2016
• Bring our team to campus for an
interactive storytelling workshop: 

http://mstnr.me/DigStoryWorkshop
Our Storytelling Series Team
Ben Bilow
SeniorCreativeDirector


ben.bilow@mstoner.com
Abby McLean
Visual/UXDesigner


abby.mclean@mstoner.com
Fran Zablocki
Strategist


fran.zablocki@mstoner.com
Soni Oliver
Visual/UXDesigner


soni.oliver@mstoner.com
Joel Pattison
DirectorofStrategy


joel.pattison@mstoner.com
Greg Zguta
SeniorConsultant


greg.zguta@mstoner.com
Questions?
m storytellers for .edu
Thank You!

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Storytelling to Nurture Loyalty and Increase Support

  • 1. Storytelling to Nurture Loyalty and Increase Support June 22, 2016
  • 2. • 45 minute webinar + 15 minutes for questions and answers • Ask questions through the Zoom Control Panel • Tweet during the webinar with #mStonerNow • Please fill out the post-webinar evaluation • Check your inbox tomorrow for the webinar recording and slide deck The Plan
  • 4. It’s holiday season, and your agency is about to send you a thank-you gift. What would you prefer: A donation made in your name to a charity of the agency’s choosing. A foodie gift box from Zingerman’s deli. Poll:
  • 5. “Giving and affiliating are highly complex, intensely personal, and somewhat fluid acts.” - Me -
  • 6. “Individuals are far quirkier than categories.” - The Supporter Journey, Blackbaud -
  • 7. To give you a new tool to frame and evaluate your storytelling for donors and alumni. My Goal:
  • 8. Agenda 1. MappingtheJourney 2. MatchingtheStories 3. CraftingtheNarratives 4. AWordFromOur Sponsor
 5. Questions
  • 10. In order to serve your audiences, you need to understand them in a meaningful way. The Assertion:
  • 11. “Empathy is about understanding … what’s going on in a person’s head and heart … and acknowledging her reasoning and emotions as valid, even when they differ from your own.” Indi Young, Practical Empathy
  • 12. “Supporters will expect you to know them, to get what they’re about, and to offer them opportunities to steer the somewhat fluid form their journey will take.” - The Support Journey, Blackbaud -
  • 13. ENGAGE & INVEST LEAD & INSPIRE REFLECT & RECOMMIT • Why am I doing this? • Do I belong here? • What sort of impact can I make here? • What sort of commitment am I willing to make? • Do others in the org share my values and priorities? • Is this org “for real?” • I want to stay connected and to know what’s going on. • I think that this is a good investment of my time and money. • I realize and appreciate how my involvement has changed me. • I want to promote our organization actively. • I’m ready to step up in the organization, and I believe I can have a bigger impact in a leadership role. • I’ve got a lot of great ideas about things we can do, and I want to make things happen! • How can we extend our reach and influence? • I want to make sure others have a good experience like I have. • Am I having the impact that I want to have? • Is this the best investment of my time and resources? • Do I still have more to offer? • How am I benefitting from my involvement? • Do I believe that they appreciate, respect, and value me? • Excitement: I’m so glad to have found this organization, and I want to be part of something bigger than myself. • Apprehension: I hope I fit in. • Empowerment: I can make a difference through my involvement. • Acceptance: I belong here, and I feel cared for. • Investment: This is important to me. • Enjoyment: I like the relationships that I’m building, and I value my interactions with people who share my interests. • Pride: I’m part of something important. • Gratitude: I want to give back in some way. • Happiness: Helping others brings me joy. • Thrill: I can make an even bigger impact in my new role. • Urgency: I need to get more people involved and invested. • Accomplishment: I feel good when I lend my expertise and give my support, and I like the recognition. • Efficacy: Contributing makes me feel important. • Pressure: Others have stepped up, I should, too. • Ambivalence: I’m not sure this is still “right” for me. • Appreciation: This organization makes a difference in the world. • Fear: Where to, if I decide to taper my involvement and support? • Hurt: I feel slighted or disrespected. • Inspiration: I want to continue with my involvement. • Conversations with friends and colleagues • Interactions with other organization peers and staff • Conversations with other members • Events and meetings • Organization- and industry- specific news sources • Respected local and national news sources • Annual reports • Magazines and publications • Newsletters • Email communications • Online communities • Posts, tweets, and other social media posts from supporters • Institutional sites • Web searches • Personal interactions STAGES THOUGHTS FEELINGS ACTIONS TRUSTED SOURCES EXPLORE & ENJOY Review outcomes Search the web Involve and recruit family and friends Visit organization sites Engage in social Meet other supporters Advocate via social Benchmark our org’s progress Accept leadership positionGive Volunteer Attend events Build relationships Subscribe Become a member Participate in online communities Become a public spokesperson Decide if now is the right time to make a change Consider long- term priorities Talk with trusted advisors
  • 15. When you understand the journey, you can create stories to support that journey. The Assertion:
  • 16. Storytelling is the act of framing an idea as a narrative to inform, illuminate, and inspire.” The Storyteller’s Secret
  • 17. ENGAGE & INVEST LEAD & INSPIRE REFLECT & RECOMMIT • Why am I doing this? • Do I belong here? • What sort of impact can I make here? • What sort of commitment am I willing to make? • Do others in the org share my values and priorities? • Is this org “for real?” • I want to stay connected and to know what’s going on. • I think that this is a good investment of my time and money. • I realize and appreciate how my involvement has changed me. • I want to promote our organization actively. • I’m ready to step up in the organization, and I believe I can have a bigger impact in a leadership role. • I’ve got a lot of great ideas about things we can do, and I want to make things happen! • How can we extend our reach and influence? • I want to make sure others have a good experience like I have. • Am I having the impact that I want to have? • Is this the best investment of my time and resources? • Do I still have more to offer? • How am I benefitting from my involvement? • Do I believe that they appreciate, respect, and value me? • Excitement: I’m so glad to have found this organization, and I want to be part of something bigger than myself. • Apprehension: I hope I fit in. • Empowerment: I can make a difference through my involvement. • Acceptance: I belong here, and I feel cared for. • Investment: This is important to me. • Enjoyment: I like the relationships that I’m building, and I value my interactions with people who share my interests. • Pride: I’m part of something important. • Gratitude: I want to give back in some way. • Happiness: Helping others brings me joy. • Thrill: I can make an even bigger impact in my new role. • Urgency: I need to get more people involved and invested. • Accomplishment: I feel good when I lend my expertise and give my support, and I like the recognition. • Efficacy: Contributing makes me feel important. • Pressure: Others have stepped up, I should, too. • Ambivalence: I’m not sure this is still “right” for me. • Appreciation: This organization makes a difference in the world. • Fear: Where to, if I decide to taper my involvement and support? • Hurt: I feel slighted or disrespected. • Inspiration: I want to continue with my involvement. • Conversations with friends and colleagues • Interactions with other organization peers and staff • Conversations with other members • Events and meetings • Organization- and industry- specific news sources • Respected local and national news sources • Annual reports • Magazines and publications • Newsletters • Email communications • Online communities • Posts, tweets, and other social media posts from supporters • Institutional sites • Web searches • Personal interactions STAGES THOUGHTS FEELINGS ACTIONS TRUSTED SOURCES EXPLORE & ENJOY Review outcomes Search the web Involve and recruit family and friends Visit organization sites Engage in social Meet other supporters Advocate via social Benchmark our org’s progress Accept leadership positionGive Volunteer Attend events Build relationships Subscribe Become a member Participate in online communities Become a public spokesperson Decide if now is the right time to make a change Consider long- term priorities Talk with trusted advisors
  • 18. ENGAGE & INVEST LEAD & INSPIRE REFLECT & RECOMMIT • Why am I doing this? • Do I belong here? • What sort of impact can I make here? • What sort of commitment am I willing to make? • Do others in the org share my values and priorities? • Is this org “for real?” • I want to stay connected and to know what’s going on. • I think that this is a good investment of my time and money. • I realize and appreciate how my involvement has changed me. • I want to promote our organization actively. • I’m ready to step up in the organization, and I believe I can have a bigger impact in a leadership role. • I’ve got a lot of great ideas about things we can do, and I want to make things happen! • How can we extend our reach and influence? • I want to make sure others have a good experience like I have. • Am I having the impact that I want to have? • Is this the best investment of my time and resources? • Do I still have more to offer? • How am I benefitting from my involvement? • Do I believe that they appreciate, respect, and value me? • Excitement: I’m so glad to have found this organization, and I want to be part of something bigger than myself. • Apprehension: I hope I fit in. • Empowerment: I can make a difference through my involvement. • Acceptance: I belong here, and I feel cared for. • Investment: This is important to me. • Enjoyment: I like the relationships that I’m building, and I value my interactions with people who share my interests. • Pride: I’m part of something important. • Gratitude: I want to give back in some way. • Happiness: Helping others brings me joy. • Thrill: I can make an even bigger impact in my new role. • Urgency: I need to get more people involved and invested. • Accomplishment: I feel good when I lend my expertise and give my support, and I like the recognition. • Efficacy: Contributing makes me feel important. • Pressure: Others have stepped up, I should, too. • Ambivalence: I’m not sure this is still “right” for me. • Appreciation: This organization makes a difference in the world. • Fear: Where to, if I decide to taper my involvement and support? • Hurt: I feel slighted or disrespected. • Inspiration: I want to continue with my involvement. • Conversations with friends and colleagues • Interactions with other organization peers and staff • Conversations with other members • Events and meetings • Organization- and industry- specific news sources • Respected local and national news sources • Annual reports • Magazines and publications • Newsletters • Email communications • Online communities • Posts, tweets, and other social media posts from supporters • Institutional sites • Web searches • Personal interactions STAGES THOUGHTS FEELINGS ACTIONS TRUSTED SOURCES EXPLORE & ENJOY Review outcomes Search the web Involve and recruit family and friends Visit organization sites Engage in social Meet other supporters Advocate via social Benchmark our org’s progress Accept leadership positionGive Volunteer Attend events Build relationships Subscribe Become a member Participate in online communities Become a public spokesperson Decide if now is the right time to make a change Consider long- term priorities Talk with trusted advisors • Provide content on your site that speaks to both head and heart. • Provide multiple ways to engage at various levels. • Coordinate internal communications initiatives to make cultivation seamless. • Provide opportunities and training for leadership and meaningful interaction. • Make information sharing as easy and seamless as possible. • Affirm the individual’s value and illustrate the impact of their contribution. • Learn more about a person’s goals and priorities. • Encourage ongoing/increased involvement.OPPORTUNITIES • Provide ways for people to customize the type, frequency, and channels for their communication. • Respond quickly. • Express genuine gratitude. • Listen to questions and feedback. • Demonstrate commitment to supporters as individuals.
  • 20. Great storytelling for alumni and donors follows the principles of great storytelling. Period. The Practice:
  • 21. “A thought triggers the same regions of the brain that would be activated if you were actually experiencing the event in real life.” Carmine Gallo, The Storyteller’s Secret
  • 22. “A compelling story with an emotional trigger alters our brain chemistry, making us more trusting, understanding, and open to ideas.” Paul Zak, Neuroscientist
  • 23. 23 Popular Themes 1. Fate
 2. Ambition 3. Sacrifice
 4. Transformation
 5. Love
 6. Vengeance
 7. Resurrection Credit: Tessa Wegert (http://bit.ly/tessawegert )
  • 24. 24 Popular Plots 1. OvercomingtheMonster 2. RagstoRiches 3. TheQuest 4. VoyageandReturn 5. Comedy 6. Tragedy 7. Rebirth Credit: Christopher Booker, 
 The Seven Basic Plots (http://bit.ly/sevenbasicplots)
  • 27. The Insight: The most important stories are the ones that alumni and donors tell themselves and those around them.
  • 28. The Insight: The most important stories are the ones that alumni and donors tell themselves (about themselves) and (about) those around them.
  • 29. The Insight: The most important stories are the ones that alumni and donors tell (to) themselves and (to) those around them.
  • 30. You must your readers at the heart of the stories that you tell. They are your heroes. The Upshot:
  • 32. “We learned that people gave most to areas that they could attach themselves to and things they could see themselves doing, needing, or creating.” Josh Foladare, Hobart and William Smith Colleges
  • 37. “Research revealed that alumni who have liked content on an institution’s page are 92% more likely to give. Millennials are 115% more likely to give.” - Evertrue -
  • 45. “The strongest force in the universe is self-esteem. If you can make someone feel good about themselves, they will love you for it. They will be loyal to you.” - Steve Wynn, Hotel Mogul -
  • 48. Conceptual Planning InspiredbyAnnHandley’s“EverybodyWrites:YourGo-To GuidetoCreatingRidiculouslyGoodContent” 1. Who am I writing for? 2. What do I want them to understand or learn? 3. How am I putting my reader at the heart of the story? 4. What’s the narrative arc of my story? 5. What part of the experience or journey am I supporting? 6. What thoughts, feelings, and actions am I addressing? 7. What opportunities am I taking advantage of? 8. What actions am I inspiring? How am I enabling my readers to be the hero of the story? 9. What channels am I going to use to share this story?
  • 49. ENGAGE & INVEST LEAD & INSPIRE REFLECT & RECOMMIT • Why am I doing this? • Do I belong here? • What sort of impact can I make here? • What sort of commitment am I willing to make? • Do others in the org share my values and priorities? • Is this org “for real?” • I want to stay connected and to know what’s going on. • I think that this is a good investment of my time and money. • I realize and appreciate how my involvement has changed me. • I want to promote our organization actively. • I’m ready to step up in the organization, and I believe I can have a bigger impact in a leadership role. • I’ve got a lot of great ideas about things we can do, and I want to make things happen! • How can we extend our reach and influence? • I want to make sure others have a good experience like I have. • Am I having the impact that I want to have? • Is this the best investment of my time and resources? • Do I still have more to offer? • How am I benefitting from my involvement? • Do I believe that they appreciate, respect, and value me? • Excitement: I’m so glad to have found this organization, and I want to be part of something bigger than myself. • Apprehension: I hope I fit in. • Empowerment: I can make a difference through my involvement. • Acceptance: I belong here, and I feel cared for. • Investment: This is important to me. • Enjoyment: I like the relationships that I’m building, and I value my interactions with people who share my interests. • Pride: I’m part of something important. • Gratitude: I want to give back in some way. • Happiness: Helping others brings me joy. • Thrill: I can make an even bigger impact in my new role. • Urgency: I need to get more people involved and invested. • Accomplishment: I feel good when I lend my expertise and give my support, and I like the recognition. • Efficacy: Contributing makes me feel important. • Pressure: Others have stepped up, I should, too. • Ambivalence: I’m not sure this is still “right” for me. • Appreciation: This organization makes a difference in the world. • Fear: Where to, if I decide to taper my involvement and support? • Hurt: I feel slighted or disrespected. • Inspiration: I want to continue with my involvement. • Conversations with friends and colleagues • Interactions with other organization peers and staff • Conversations with other members • Events and meetings • Organization- and industry- specific news sources • Respected local and national news sources • Annual reports • Magazines and publications • Newsletters • Email communications • Online communities • Posts, tweets, and other social media posts from supporters • Institutional sites • Web searches • Personal interactions STAGES THOUGHTS FEELINGS ACTIONS TRUSTED SOURCES EXPLORE & ENJOY Review outcomes Search the web Involve and recruit family and friends Visit organization sites Engage in social Meet other supporters Advocate via social Benchmark our org’s progress Accept leadership positionGive Volunteer Attend events Build relationships Subscribe Become a member Participate in online communities Become a public spokesperson Decide if now is the right time to make a change Consider long- term priorities Talk with trusted advisors • Provide content on your site that speaks to both head and heart. • Provide multiple ways to engage at various levels. • Coordinate internal communications initiatives to make cultivation seamless. • Provide opportunities and training for leadership and meaningful interaction. • Make information sharing as easy and seamless as possible. • Affirm the individual’s value and illustrate the impact of their contribution. • Learn more about a person’s goals and priorities. • Encourage ongoing/increased involvement.OPPORTUNITIES • Provide ways for people to customize the type, frequency, and channels for their communication. • Respond quickly. • Express genuine gratitude. • Listen to questions and feedback. • Demonstrate commitment to supporters as individuals.
  • 50. ENGAGE & INVEST LEAD & INSPIRE REFLECT & RECOMMIT • Why am I doing this? • Do I belong here? • What sort of impact can I make here? • What sort of commitment am I willing to make? • Do others in the org share my values and priorities? • Is this org “for real?” • I want to stay connected and to know what’s going on. • I think that this is a good investment of my time and money. • I realize and appreciate how my involvement has changed me. • I want to promote our organization actively. • I’m ready to step up in the organization, and I believe I can have a bigger impact in a leadership role. • I’ve got a lot of great ideas about things we can do, and I want to make things happen! • How can we extend our reach and influence? • I want to make sure others have a good experience like I have. • Am I having the impact that I want to have? • Is this the best investment of my time and resources? • Do I still have more to offer? • How am I benefitting from my involvement? • Do I believe that they appreciate, respect, and value me? • Excitement: I’m so glad to have found this organization, and I want to be part of something bigger than myself. • Apprehension: I hope I fit in. • Empowerment: I can make a difference through my involvement. • Acceptance: I belong here, and I feel cared for. • Investment: This is important to me. • Enjoyment: I like the relationships that I’m building, and I value my interactions with people who share my interests. • Pride: I’m part of something important. • Gratitude: I want to give back in some way. • Happiness: Helping others brings me joy. • Thrill: I can make an even bigger impact in my new role. • Urgency: I need to get more people involved and invested. • Accomplishment: I feel good when I lend my expertise and give my support, and I like the recognition. • Efficacy: Contributing makes me feel important. • Pressure: Others have stepped up, I should, too. • Ambivalence: I’m not sure this is still “right” for me. • Appreciation: This organization makes a difference in the world. • Fear: Where to, if I decide to taper my involvement and support? • Hurt: I feel slighted or disrespected. • Inspiration: I want to continue with my involvement. • Conversations with friends and colleagues • Interactions with other organization peers and staff • Conversations with other members • Events and meetings • Organization- and industry- specific news sources • Respected local and national news sources • Annual reports • Magazines and publications • Newsletters • Email communications • Online communities • Posts, tweets, and other social media posts from supporters • Institutional sites • Web searches • Personal interactions STAGES THOUGHTS FEELINGS ACTIONS TRUSTED SOURCES EXPLORE & ENJOY Review outcomes Search the web Involve and recruit family and friends Visit organization sites Engage in social Meet other supporters Advocate via social Benchmark our org’s progress Accept leadership positionGive Volunteer Attend events Build relationships Subscribe Become a member Participate in online communities Become a public spokesperson Decide if now is the right time to make a change Consider long- term priorities Talk with trusted advisors • Provide content on your site that speaks to both head and heart. • Provide multiple ways to engage at various levels. • Coordinate internal communications initiatives to make cultivation seamless. • Provide opportunities and training for leadership and meaningful interaction. • Make information sharing as easy and seamless as possible. • Affirm the individual’s value and illustrate the impact of their contribution. • Learn more about a person’s goals and priorities. • Encourage ongoing/increased involvement.OPPORTUNITIES • Provide ways for people to customize the type, frequency, and channels for their communication. • Respond quickly. • Express genuine gratitude. • Listen to questions and feedback. • Demonstrate commitment to supporters as individuals. STORYTELLING PRINCIPLES • Go deeper. All gifts make a difference, all memberships have their privileges, and all organizations make some sort of impact. The details are what make the story your story. • Remember that the hero of the story is not your organization. Find ways to place your reader at the heart of the story. • Nurture your reader’s own inner storyteller. Remember that the most important stories for donors and alumni are the stories that they tell themselves and those around them. • Use stories to illustrate and explain. Statistics and facts can educate and inform, and a story can bring life to reality.
  • 51. A Word From 
 Our Sponsor
  • 52. Voltaire Santos Miran ChiefExecutiveOfficer 
 @vsantosmiran 312.420.6778 voltaire.miran@mstoner.com Mallory Wood DirectorofMarketing 
 @mallorywood 802.457.9234 mallory.wood@mstoner.com
 Resources • Register for our next webinar:
 http://mstnr.me/ VisualStorytelling2016 • Bring our team to campus for an interactive storytelling workshop: 
 http://mstnr.me/DigStoryWorkshop
  • 53. Our Storytelling Series Team Ben Bilow SeniorCreativeDirector 
 ben.bilow@mstoner.com Abby McLean Visual/UXDesigner 
 abby.mclean@mstoner.com Fran Zablocki Strategist 
 fran.zablocki@mstoner.com Soni Oliver Visual/UXDesigner 
 soni.oliver@mstoner.com Joel Pattison DirectorofStrategy 
 joel.pattison@mstoner.com Greg Zguta SeniorConsultant 
 greg.zguta@mstoner.com
  • 55. m storytellers for .edu Thank You!