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Storytelling as a Critical Success
Factor in KM Processes & Outcomes

           Craig A. DeLarge
         Drexel University i-School
            February 24, 2009




               © 2009, Craig DeLarge
Craig DeLarge
• Associate Director, Relationship Marketing - Novo
  Nordisk

• Adjunct Professor: Philadelphia University, Chestnut
  Hill College & formerly St. Joseph’s University

• Life/Career Coach: WiseWorking.com

• MBA: University of Westminster, Design Mgmt.

• BS: Philadelphia University, Marketing

• Healthcare Marketer: J&J, GSK & Novo Nordisk


                      © 2009, Craig DeLarge
“The story is one of the basic tools
invented by the mind of man for the
purpose of gaining understanding.

There have been great societies that
did not use the wheel, but there have
been no societies that did not tell
stories”
- Collison, 1999:38

                  © 2009, Craig DeLarge
Background
Question:
  1. Is storytelling a critical success factor in Design &
  Communications Consulting Relationships?
  2. What are storytelling applications?


Methodology:
  1. Literature Review on storytelling & consulting
  2. Survey of 584 design & communications professionals
  with 16.7% response rate (96 respondents)
  3. Interviews with survey respondents


Survey Questionnaire:
  1. What are critical consulting relationship success factors?
  2. What story forms are used & witnessed
  3. In what situations are stories critical success factors?
  4. What benefits derive from story use?
                        © 2009, Craig DeLarge
What is a Story?
• an oral or written performance involving 2 or more
  people interpreting past or anticipated experience. –
  Boje, 1995

• a sequence of dramatic events that evokes an
  emotional experience. – Voelpe, 1999

• “the preferred sensemaking currency of human
  relationships … in organizations. – Boje, 1991 in Boyce,
  1996:13

• linear 3 part sequence of events (arc) involving
  situation, complication & resolution – Vincent, 2002


                      © 2009, Craig DeLarge
Story Types & Forms
•   Hero                        • Positive Competitor
                                • Rites
•   Survivor
                                     –   passage,
•   Steam Valve
                                     –   exchange,
•   Aren’t We Great
                                     –   communion,
•   We Know the Ropes
                                     –   affliction, etc.
•   Kick in the Pants           • Physical Objects
•   Learn from Mistakes         • People
•   Trust                       • Games


                    © 2009, Craig DeLarge
Literature Review




    © 2009, Craig DeLarge
Story Applications
•   Knowledge Transfer & Learning
•   Sense-making
•   Strategy Articulation & Visualization
•   Cultural Development & Reconciliation
•   Leadership Demonstration
•   Change Management
•   Client Service


                  © 2009, Craig DeLarge
Knowledge Transfer
• Knowledge transfer and learning medium

• Enhance memory, believability & vicarious
  experience

• Sets expectations and gains attention

• Lend context to facts distinguishing
  knowledge from information

                 © 2009, Craig DeLarge
Sense-Making
• “We collapse our experience into
  narrative structures” to make sense of
  our worlds”. - Cowley (1995)

• “Good design (communications) is really
  just good storytelling” in that both make
  a connection with others and translates
  meaning and purpose. - Philmlee (2003)


                 © 2009, Craig DeLarge
Strategy Articulation/Visualization
• Strategy is “the most costly story
  organizations tell”. - Barry (1997: 430)

• Influences action, understanding,
  commitment.

• Shapes historic & futuristic perspectives
  and organizational discourses.

                    © 2009, Craig DeLarge
Cultural Development
• Culture component vital to its development,
  maintenance and reconciliation.

• Part of the “battle to interpret and influence
  what goes on consciously and unconsciously in
  the decision process” (Greco, 1996:49)

• Organizations are storytelling systems
  containing simultaneous and competing
  discourses. - Boje (1991)


                   © 2009, Craig DeLarge
Leadership
• “Leaders’ impact depends on the story they
  relate and embody and the reception of that
  story by their audiences” - Kaye, 1999:2

• Means of conveying world view and vision

• Story compatibility is critical between leader
  and follower to support trust, confidence and
  loyalty



                   © 2009, Craig DeLarge
Change Management
• Expresses the need for change, the
  change process and its outcome.

• Enables and facilitates:
  – alignment with the present
  – structures historic context
  – forecasts the future
  – grieves & honors the past


                  © 2009, Craig DeLarge
Client Service
• A means of uncovering expectations

• A source of delight and instruction

• Training and developing vehicle

• Story listening is a means of gaining
  insight and sharpening responsiveness.

                © 2009, Craig DeLarge
AHA!!!: Story Listening
• A window into cultures, histories, world
  views, value systems, and preferences

• A systematic way of tracking
  preferences, desires & requirements
  and improving current services, as well as
  creating new ones - Maister (1993)



                 © 2009, Craig DeLarge
Survey Results




   © 2009, Craig DeLarge
Survey Questions
1. What are critical consulting relationship
   success factors?

2. What story forms are used & witnessed?

3. In what situations are stories critical success
   factors?

4. What benefits derive from story use?


                    © 2009, Craig DeLarge
What are critical consulting
     relationship success factors?
• Timeliness
• Meeting objectives
• Detail orientation
• Innovation and creativity
• Personal affinity
• Perform on budget


                       © 2009, Craig DeLarge
What story forms are used & witnessed?
• Story use is prevalent in consulting relationships

• Consultants tell and clients witness.

• Active Story Listening is an opportunity!
         Top 5 Story Types Used & Witnessed
Top Used                         Top Witnessed
Trust                            How Smart We Are
Learn from Mistakes              How Great We Are
Events                           Hero
Competitors                      Trust
Survival                         Learn from Mistakes
                    © 2009, Craig DeLarge
Relationship Build & Learning:
                       Most Prevalent Uses
0.800




0.638




0.475




0.313




0.150
        Hero   Survive   Stress   Great   Smart   Correct   Healing Compet.   Trust   Mistake   Events   Symbols Games   Objects   Spaces
                                                                      Cnslt Use
                                                                      Client Use

 Q5 & 7: Which story forms have you used or witnessed?
                                                     © 2009, Craig DeLarge
Success Stories: Most Witnessed

0.500



0.413



0.325



0.238



0.150
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                                                                    Cnslt Witness
                                                                    Client Witn

Q5 & 7: Which story forms have you used or witnessed?
                                                 © 2009, Craig DeLarge
In what situations are stories critical
           success factors?
       Top 4 Situations Where Stories
        Were Critical Success Factors
Top Used               Top Witnessed
Change                          Innovation/Creativity
Presenting Strategy             Team Building
Team Building                   Change
Innovation/Creativity           Presenting Strategy


                        © 2009, Craig DeLarge
Change/Innovation Mgmt., Strategy Comm.,
            & Team Building are Critical Use Situations
 Clarify Roles & Resp.

      Explore Futures

   Stimulate Dialogue

            Marketing

          Team Build

     Manage Conflict

      Seek Innovation

       Affect Change

             Training

          Negotiating

    Leadership Demo

   Strategies Present


                         0%     25%             50%            75%        100%
                                      CSF - U            No Opinion - U
                                      Not CSF - U
Q9: In what situations were stories used as critical success factors?
                                 © 2009, Craig DeLarge
Innovation, Team Building, Strategy Comm.,
          Change Mgmt., are Critical Witness Situations
Clarify Roles & Resp.

     Explore Futures

  Stimulate Dialogue

           Marketing

          Team Build

     Manage Conflict

     Seek Innovation

       Affect Change

             Training

         Negotiating

   Leadership Demo

   Strategies Present


                        0%      25%             50%            75%            100%
                                      CSF - W            No Opinion - W
                                      Not CSF - W
Q11: In what situations were stories witnessed as critical success factors?
                                 © 2009, Craig DeLarge
Benefits Verbatims
•   Present Strategy              •   Managing Conflict
                                  •   Team Building
•   Leadership Demo
                                  •   Marketing
•   Negotiating
                                  •   Stimulating Dialogue
•   Training
                                  •   Exploring Futures
•   Affect Change
                                  •   Clarifying Roles &
•   Innovation/Creativity
                                      Responsibilities




                      © 2009, Craig DeLarge
Other Learnings
• Story Listening, both verbal and non
  verbal, offers relationship and
  communications advantages

• Storytelling is risky requiring knowledge
  & judgment about the receiving culture
  and listener.



                 © 2009, Craig DeLarge
Key Applications
• Move beyond the “facts” and ask, What is the
  story here?

• Practice active story listening

• Recruit storytellers and encourage storytelling

• Leverage stories as an “evidence of service”




                   © 2009, Craig DeLarge
Key Applications
• Use stories to:

  – build, strengthen & change culture

  – reinforce product, organizational & personal
    brands

  – training & transfer knowledge

  – demonstrate leadership


                    © 2009, Craig DeLarge
Further Reading
• Denning, The Leader’s Guide to
  Storytelling

• Neuhauser, Corporate Legends & Lore

• Vincent, Legendary Brands

• Campbell, Hero with a Thousand Faces

                © 2009, Craig DeLarge
One of the two reasons business
models tend to fail is …
story failure [in the form of] story
that does not make sense to key
stakeholders.

- Magretta (2002)



               © 2009, Craig DeLarge
Craig DeLarge contact information:
eMail: cadelarge@yahoo.com
Blog: http://www.wiseworking.com
LinkedIn: www.linkedin.com/in/cadelarge

Published Summary of this Research can be found at
http://www.dmi.org/dmi/html/publications/journal/fullabstract_d.jsp?
itemID=04153DEL76




                          © 2009, Craig DeLarge

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Storytelling Dissertation Slides 2 24 09 (For Drexel I School)

  • 1. Storytelling as a Critical Success Factor in KM Processes & Outcomes Craig A. DeLarge Drexel University i-School February 24, 2009 © 2009, Craig DeLarge
  • 2. Craig DeLarge • Associate Director, Relationship Marketing - Novo Nordisk • Adjunct Professor: Philadelphia University, Chestnut Hill College & formerly St. Joseph’s University • Life/Career Coach: WiseWorking.com • MBA: University of Westminster, Design Mgmt. • BS: Philadelphia University, Marketing • Healthcare Marketer: J&J, GSK & Novo Nordisk © 2009, Craig DeLarge
  • 3. “The story is one of the basic tools invented by the mind of man for the purpose of gaining understanding. There have been great societies that did not use the wheel, but there have been no societies that did not tell stories” - Collison, 1999:38 © 2009, Craig DeLarge
  • 4. Background Question: 1. Is storytelling a critical success factor in Design & Communications Consulting Relationships? 2. What are storytelling applications? Methodology: 1. Literature Review on storytelling & consulting 2. Survey of 584 design & communications professionals with 16.7% response rate (96 respondents) 3. Interviews with survey respondents Survey Questionnaire: 1. What are critical consulting relationship success factors? 2. What story forms are used & witnessed 3. In what situations are stories critical success factors? 4. What benefits derive from story use? © 2009, Craig DeLarge
  • 5. What is a Story? • an oral or written performance involving 2 or more people interpreting past or anticipated experience. – Boje, 1995 • a sequence of dramatic events that evokes an emotional experience. – Voelpe, 1999 • “the preferred sensemaking currency of human relationships … in organizations. – Boje, 1991 in Boyce, 1996:13 • linear 3 part sequence of events (arc) involving situation, complication & resolution – Vincent, 2002 © 2009, Craig DeLarge
  • 6. Story Types & Forms • Hero • Positive Competitor • Rites • Survivor – passage, • Steam Valve – exchange, • Aren’t We Great – communion, • We Know the Ropes – affliction, etc. • Kick in the Pants • Physical Objects • Learn from Mistakes • People • Trust • Games © 2009, Craig DeLarge
  • 7. Literature Review © 2009, Craig DeLarge
  • 8. Story Applications • Knowledge Transfer & Learning • Sense-making • Strategy Articulation & Visualization • Cultural Development & Reconciliation • Leadership Demonstration • Change Management • Client Service © 2009, Craig DeLarge
  • 9. Knowledge Transfer • Knowledge transfer and learning medium • Enhance memory, believability & vicarious experience • Sets expectations and gains attention • Lend context to facts distinguishing knowledge from information © 2009, Craig DeLarge
  • 10. Sense-Making • “We collapse our experience into narrative structures” to make sense of our worlds”. - Cowley (1995) • “Good design (communications) is really just good storytelling” in that both make a connection with others and translates meaning and purpose. - Philmlee (2003) © 2009, Craig DeLarge
  • 11. Strategy Articulation/Visualization • Strategy is “the most costly story organizations tell”. - Barry (1997: 430) • Influences action, understanding, commitment. • Shapes historic & futuristic perspectives and organizational discourses. © 2009, Craig DeLarge
  • 12. Cultural Development • Culture component vital to its development, maintenance and reconciliation. • Part of the “battle to interpret and influence what goes on consciously and unconsciously in the decision process” (Greco, 1996:49) • Organizations are storytelling systems containing simultaneous and competing discourses. - Boje (1991) © 2009, Craig DeLarge
  • 13. Leadership • “Leaders’ impact depends on the story they relate and embody and the reception of that story by their audiences” - Kaye, 1999:2 • Means of conveying world view and vision • Story compatibility is critical between leader and follower to support trust, confidence and loyalty © 2009, Craig DeLarge
  • 14. Change Management • Expresses the need for change, the change process and its outcome. • Enables and facilitates: – alignment with the present – structures historic context – forecasts the future – grieves & honors the past © 2009, Craig DeLarge
  • 15. Client Service • A means of uncovering expectations • A source of delight and instruction • Training and developing vehicle • Story listening is a means of gaining insight and sharpening responsiveness. © 2009, Craig DeLarge
  • 16. AHA!!!: Story Listening • A window into cultures, histories, world views, value systems, and preferences • A systematic way of tracking preferences, desires & requirements and improving current services, as well as creating new ones - Maister (1993) © 2009, Craig DeLarge
  • 17. Survey Results © 2009, Craig DeLarge
  • 18. Survey Questions 1. What are critical consulting relationship success factors? 2. What story forms are used & witnessed? 3. In what situations are stories critical success factors? 4. What benefits derive from story use? © 2009, Craig DeLarge
  • 19. What are critical consulting relationship success factors? • Timeliness • Meeting objectives • Detail orientation • Innovation and creativity • Personal affinity • Perform on budget © 2009, Craig DeLarge
  • 20. What story forms are used & witnessed? • Story use is prevalent in consulting relationships • Consultants tell and clients witness. • Active Story Listening is an opportunity! Top 5 Story Types Used & Witnessed Top Used Top Witnessed Trust How Smart We Are Learn from Mistakes How Great We Are Events Hero Competitors Trust Survival Learn from Mistakes © 2009, Craig DeLarge
  • 21. Relationship Build & Learning: Most Prevalent Uses 0.800 0.638 0.475 0.313 0.150 Hero Survive Stress Great Smart Correct Healing Compet. Trust Mistake Events Symbols Games Objects Spaces Cnslt Use Client Use Q5 & 7: Which story forms have you used or witnessed? © 2009, Craig DeLarge
  • 22. Success Stories: Most Witnessed 0.500 0.413 0.325 0.238 0.150 o ve s at t t g t. t e s ls es ts s us ar ec es ak nt ce er lin pe bo re ec vi am Sm r Tr e H r t a ea om G or r is bj m St Ev Sp Su G C M H O Sy C Cnslt Witness Client Witn Q5 & 7: Which story forms have you used or witnessed? © 2009, Craig DeLarge
  • 23. In what situations are stories critical success factors? Top 4 Situations Where Stories Were Critical Success Factors Top Used Top Witnessed Change Innovation/Creativity Presenting Strategy Team Building Team Building Change Innovation/Creativity Presenting Strategy © 2009, Craig DeLarge
  • 24. Change/Innovation Mgmt., Strategy Comm., & Team Building are Critical Use Situations Clarify Roles & Resp. Explore Futures Stimulate Dialogue Marketing Team Build Manage Conflict Seek Innovation Affect Change Training Negotiating Leadership Demo Strategies Present 0% 25% 50% 75% 100% CSF - U No Opinion - U Not CSF - U Q9: In what situations were stories used as critical success factors? © 2009, Craig DeLarge
  • 25. Innovation, Team Building, Strategy Comm., Change Mgmt., are Critical Witness Situations Clarify Roles & Resp. Explore Futures Stimulate Dialogue Marketing Team Build Manage Conflict Seek Innovation Affect Change Training Negotiating Leadership Demo Strategies Present 0% 25% 50% 75% 100% CSF - W No Opinion - W Not CSF - W Q11: In what situations were stories witnessed as critical success factors? © 2009, Craig DeLarge
  • 26. Benefits Verbatims • Present Strategy • Managing Conflict • Team Building • Leadership Demo • Marketing • Negotiating • Stimulating Dialogue • Training • Exploring Futures • Affect Change • Clarifying Roles & • Innovation/Creativity Responsibilities © 2009, Craig DeLarge
  • 27. Other Learnings • Story Listening, both verbal and non verbal, offers relationship and communications advantages • Storytelling is risky requiring knowledge & judgment about the receiving culture and listener. © 2009, Craig DeLarge
  • 28. Key Applications • Move beyond the “facts” and ask, What is the story here? • Practice active story listening • Recruit storytellers and encourage storytelling • Leverage stories as an “evidence of service” © 2009, Craig DeLarge
  • 29. Key Applications • Use stories to: – build, strengthen & change culture – reinforce product, organizational & personal brands – training & transfer knowledge – demonstrate leadership © 2009, Craig DeLarge
  • 30. Further Reading • Denning, The Leader’s Guide to Storytelling • Neuhauser, Corporate Legends & Lore • Vincent, Legendary Brands • Campbell, Hero with a Thousand Faces © 2009, Craig DeLarge
  • 31. One of the two reasons business models tend to fail is … story failure [in the form of] story that does not make sense to key stakeholders. - Magretta (2002) © 2009, Craig DeLarge
  • 32. Craig DeLarge contact information: eMail: cadelarge@yahoo.com Blog: http://www.wiseworking.com LinkedIn: www.linkedin.com/in/cadelarge Published Summary of this Research can be found at http://www.dmi.org/dmi/html/publications/journal/fullabstract_d.jsp? itemID=04153DEL76 © 2009, Craig DeLarge