Upload
others
View
1
Download
0
Embed Size (px)
Citation preview
1
Strategic Storytelling: g y gA Sure Path to Major and
Planned Gifts
June 12, 2014
Laurel McCombsSenior Philanthropy Advisor
The Osborne Group
Today’s Agenda
1. Story telling starts with your “why”1. Story telling starts with your why
2. It’s a strategic conversation Questioning and listening for intent
3. Story telling best practices
© 2014 Karen
Osborne2© 2014 The Osborne Group
2
Inspired, Joyful, Generous Investors
© 2014 The Osborne Group 3
Being “All In”* *Ernie Ludy, Founder Medstat
Human
Personal Capital
IntellectualFinancial
Network
4
© 2014 The Osborne Group
3
1 Childhood stories
What are the stories that we tell and retell that collectively demonstrate who we are?
1. Childhood stories
2. Education stories
3. Love match stories; family stories
4. Stories of loss
5. Stories of perseverance
6. Faith stories
7. Triumph stories
8. Stories of transition
9. Ah Ha stories
© 2014 The Osborne Group
Start with Impact, Your “Why”
6
© 2014 The Osborne Group
4
The Golden Circle – Simon Sinek
WhatEvery organization on the planet
knows WHAT they do. These are y
products they sell or the services
they offer.
HowSome organizations
know HOW they do it. These
are the things that make
them special or set them
apart from their competition.
WhyVery few organizations know WHY they
do what they do. WHY is not about
making money. That’s a result. It’s a
purpose, cause or belief. It’s the very
reason your organization exists.
What We Do vs. What We Achieve
What we do includes: What we achieve speaks to:
Facts
Data
Information
p
Impact
Vision
Motivation
© 2014 The Osborne Group
5
Big Ideas Beget Big Investments
© 2014 The Osborne Group
Inspiring SupportMission
Vision
Your mission is powerful – but someone can feel equally good
$ Vision
Values & Beliefs
Strategic Business Plan
Case for S t
giving $25 as $25,000 to your mission.
It is your vision that inspires greater support as donors envision a world different from today.
SupportThis vision must be backed by a strategic plan, bold goals, and a clear rationale for financial support.
© 2014 The Osborne Group
6
Characteristics of Vision*John Kotter, Leading Change
A compelling picture of Boldp g pthe future with some implicit or explicit commentary on why people should strive to create that future.
Urgent and compelling
Imaginable
Desirable
Feasible
F d A strategic response to
anticipated needs and conditions
Focused
Flexible
Communicable
© 2014 The Osborne Group
What Problems are You Solving?
© 2014 The Osborne Group
7
Times Change, Values Don’t *Bill Toliver, The Matale Line
H I d h h i / i h 1. Have I made the case that our issue/cause is worth someone’s sacred time or money?
2. Have I made it clear that a solution is possible?
3. Can I articulate why they should place their faith in us over all others?
4 Can I show them what we are doing with their money?4. Can I show them what we are doing with their money?
5. Have I set up the right infrastructure to make them feel a part of the effort?
© 2014 The Osborne Group
The Tarnside Curve of Involvement* *Tarnside Consultancy, UK
14
8
Two-Way Engagement
For engagement opportunities to work as a means g g ppfor developing a relationship,
It has to be interactive (not passive)
Meaningful and satisfying to the donor
And productive for your organization
The same is true in your communications and storytelling opportunities
We Remember…*Flanagan, 1997
20% of what we
read
30% of what we
hear
40% of what we
see
50% of what we
say
60% of what we
do
90% of what we
read, hear, see, say and
do!
© 2014 The Osborne Group
9
The Seven Powers of Questions* *Dorothy Leeds
1. Demand answers
2. Stimulate thinking
3. Provide needed and invaluable information
4. Put you in control
5. Get people to open up
6. Lead to quality listening
7. Get people to persuade themselves
17
© 2014 The Osborne Group
Some Questions Have More Power* *Neil Rackman
O d d d l d Open ended and closed
New Information
Clarification
Confirmation
Attitude and Values
I li ti Implication
Commitment
18
© 2014 The Osborne Group
10
Listening for Intent
19
© 2014 The Osborne Group
What Type of Listener Are You?
Mi d d R h Mind reader
Sentence finisher
Interrupter/gap filler
Filterer
Dreamer
Rehearser
Identifier
Placater
Derailer
Talker
20
© 2014 The Osborne Group
11
Storytelling Best Practices
“No one ever bought anything on an elevator” Seth Godin
22
© 2014 The Osborne Group
12
Sticky Messages*Made to Stick, by Chip Heath & Dan Heath
Simple Simple
Unexpected
Concrete
Credible
Emotional Emotional
Stories
23© 2014 The Osborne Group
Ten Immutable Laws of Storytelling*Storytelling as Best Practice by Andy Goodman
1 Stories should speak the audience’s language1. Stories should speak the audience’s language.2. Stories are about people.3. The people in your story have to want something.4. Let your characters speak for themselves.5. Stories need to be fixed in time and space.6. Audiences bore easily.
© 2014 Karen
Osborne© 2014 The Osborne Group
7. Stories don’t tell: they show.8. Stories stir up emotions.9. Stories have at least one “moment of truth.”10. Stories have clear meaning.
13
Always Start with the Stewardship Story
Long time donors are YOUR BEST FRIENDg
Start with thank you
Impact and outcomes already achieved
Collaborate with annual giving, major gifts, and donor relations
You need them to retain donors!You need them to retain donors!
25
© 2014 The Osborne Group
Stories Answer Donors’ Questions
© 2014 Karen
Osborne© 2014 The Osborne Group
14
The Three-Part Story
• The problem
• Challenge to society
• What we do
• How we do
MIDDLEMIDDLE• The Future World
• Outcomes, change
BEGINNINGBEGINNING ENDINGENDING
© 2014 The Osborne Group
Making the Case in (Draft) Writing
Opening hook
“Make your verbs sweat” (Jerry Panas)
Punchy, varied
Third party endorsements
Data, graphs, pictures
Stories Stories
Call to action
© 2014 Karen
Osborne© 2014 The Osborne Group
15
What are Your Organization’s Stories?
1. The nature of the challengeg
2. How we got started
3. Emblematic success (unique, the way we make a difference)
4. Performance (stories about your people)
5 Striving to improve (failing forward)5. Striving to improve (failing forward)
6. Where we are going – the vision story
© 2014 The Osborne Group
Multi-Channel Storytelling
Video
Website
Games
Annual Report
Blog Posts
T t Website
Brochures
Social media
Presentations
Newsletters
Annual Report
eBooks
Infographics
Comics
Music
Tweets
White Papers
Special Events
Impact Reports
Testimonials One-pagers
Photos
Webcasts
Research
Apps
Testimonials
Slideshare
Scrapbooks© 2014
Karen Osborne
© 2014 The Osborne Group
16
Force Multipliers: Storytellers
IdentifyIdentify
Engage
Empower
© 2014 The Osborne Group
Putting It All Together
Start with Your “Why”y
Storytelling with Intent
Engage in Strategic Conversations
Discover Your Most Powerful Stories
Multi-Channel Delivery
E i Y St t ll Empowering Your Storytellers
© 2014 The Osborne Group
17
More questions? Want to learn more?
Laurel McCombsSenior Philanthropy Advisor
The Osborne Group is a full-service strategic planning, management, campaign consulting and fund development training firm.
TOG BLOG: theosbornegroupblog.comJoin us on Spreecast: spreecast.com
Find us on LinkedIn and Follow us on TwitterCall: (914) 428-7777