Professional Documents
Culture Documents
IntroductoryLeadershipWorkshop
Powershift2009WorkshopGuide
Friday,February27,2009
MarshallGanz,HarvardKennedySchoolofGovernment
http://www.hks.harvard.edu/about/facultystaffdirectory/marshallganz
SponsoredbytheNewOrganizingInstitutewww.neworganizing.com
MaterialsadaptedforthisworkshopbyLizPallattoandJoyCushman
LEADINGCHANGE
INTRODUCTORYLEADERSHIPTRAINING
AGENDA&TABLEOFCONTENTS
SESSION1:ORGANIZINGANDLEADERSHIP p.7
11:0011:30AM IntroductiontoOrganizingandleadership LargeGroup p.8
SESSION2:STRUCTURINGLEADERSHIP&LEARNINGTEAMS p.12
11:3011:50AM IntroductiontoLeadershipTeams LargeGroup p.13
12:3012:45PM Break
SESSION3:INTRODUCTIONTOPUBLICNARRATIVE&STORYOFSELF p.22
12:451:30PM IntroductiontoPublicNarrative&StoryofSelf LargeGroup p.23
2:453:00PM Break
SESSION4:STORYOFUS p.33
3:003:20PM IntroductiontoStoryofUs LargeGroup p.34
SESSION5:STORYOFNOWANDSTRATEGY p.38
4:305:00PM IntroductiontoStoryofNowandStrategy LargeGroup p.39
WRAPUPANDCELEBRATION
6:106:25 KeyLearnings,Evaluation Large&smallgroups
WELCOME&OVERVIEW
WORKSHOPOVERVIEW
Goodorganizingrequirestheinvestmentofourhearts(motivation),ourheads(strategy)andourhands
andfeet(action).Theseskillsofmotivation,strategizingandstructuringcollectiveactioncanbetaught
andlearned,andarecriticalleadershipskillsforcampaigndevelopmentandmovementbuilding.
PublicNarrative
Oftenasleaderswefocusexclusivelyonaction,assumingthatagoodideaandconstantactionwill
motivatepeopletojoinus.Butwhathappenswhenwejustfocusonaction?Overtimepeopleget
burntout,andweseemtoloseourpowerjustwhenweneeditmost.Thatsbecauseformostpeople
themotivationtomaketherealcommitmentsandsacrificesnecessarytowinabigcampaigndoesnt
comefromgoodideas,itcomeswhenourvaluesandemotionsmoveusmotivateustoact.Stories
moveustoactbecausetheytapintoourvalues(ratherthanjustissues)andcreateinusemotionsthat
moveusfrominactiontoactionemotionsofhope,anger,urgency,solidarity,asensethatwecan
makeadifference.
PublicNarrativeisaleadershipskilltheskilloftellingstoriesthatmotivateotherpeopletogetupand
joinusinaction.Thistrainingteachestheskillofpublicnarrativeinthreeparts:
StoryofSelf:whoamIandwhyamIcalledtothiswork?
StoryofUs:whoareweasacommunityandwhyisitweinparticularwhohaveresponsibilitytoact?
StoryofNow:whatarewecalledtodonow?Whatchallengesdoweface?Whatsthestoryofour
strategyandwhathopeistherethatouractioncouldmakeadifference?
Strategy
AswewilldiscoverwhenwegettotheStoryofNow,motivationisntenoughtowinanythingifthe
actionitproducesisrandomanduncoordinated.Ourchallengeasorganizersistocreateastrategythat
willfocusmanypeoplesactionsinthesamedirectiontocreatescaleandmomentum.Agoodstrategy
turnschallengesintoopportunities,andturnsmotivationintostrategiccollectiveactionactionthat
willproduceaclear,measurable,andconsequentialoutcome.
Inordertohelpyouwithyourstoryofnowandbasicorganizingskills,thistrainingincludesan
introductiontostrategyskills.Lookingatpastmovementsandcampaigns,includingtheMontgomery
BusBoycott,theFarmworkersmovementandtheObamaCampaign,wewillbegintolookatthe
relationshipbetweengoals,outcomesandtactics,andhowtocreateconcreteactionstepsthatwill
moveyouclosertoyourgoalwhentheseactionstepsaretakencollectivelywithothers.
Structure
Movementsarebuiltbyengagingmany,manypeopleinmeaningfultargetedaction.Butthatcanonly
happenifthereisaveryclearstructurethatkeepspeoplecoordinatedandmovinginthesame
direction.Onestandardbuildingblockofcampaignstructureistheleadershipteam.Leadershipteams
canexistatalllevelsnational,regional,local.Thechallengeisthatitisnteasytocreateteamsthat
workwelltogetherandproduceconcreteoutcomestogether.
Thistrainingwillprovideabasicintroductiontoleadershipteamsincludingtacticsyoucanusetocreate
stable,functioningleadershipteams.Inthistrainingyouwillbeputtogetherintoalearninggroupthat
canbebegintoactasateamtotakeonroles,tobuildrelationships,tosharestoriesandlearn
togetherthebestwaytorefineyourstoriestotrulyengagepeopleinactionthatbringsaboutchange.
Afteryouleavethisworkshop,wehopethatyouwillcontinuetoworkwiththoseyoumeethereasa
learningteam,focusingonusingpublicnarrativetoengageothersandbuildamovementaround
climatechange.
WORKSHOPGOAL
Tohelpbuildthecapacityoftheenvironmentalmovementtowinclimatechangebyequipping
youthleadersinthemovementwithkeyorganizingskillsinpublicnarrative,strategizingand
campaignstructure.
WORKSHOPOUTCOMES
Lead300youngenvironmentalleadersincreatingtheirownpublicnarrativestohelpthem
motivateotherstoaction.
BuildthecapacityofEnergyActionandPowerShiftbystructuringworkshopparticipantsin50
learningteamstoworktogetherduringthetraining,andwhomaycontinuelearningand
trainingothersinorganizingskillstogetherwhentheyreturnhome.
Helpworkshopparticipantsapplytheskillstheylearninthisworkshoptothespecificnextsteps
ofthePowerShift/EnergyActioncampaigntowinclimatechange.
SESSION1:
ORGANIZINGANDLEADERSHIP
BUILDINGACAMPAIGNLEADINGAMOVEMENT
Organizingrequiresthreethings:
1) Leaderswhorecruitanddevelopotherleadersandcoordinatetheminleadershipteams
2) Buildingrelationships,communityandcommitmentaroundthatleadership
3) Buildingpowerfromtheresourcesofthatcommunityandusingthatpowerstrategicallyto
achievecleargoalsandoutcomes
WhatisLeadership?
Leadersarethosewhodotheworkofhelpingotherstoachievepurposeinthefaceofuncertainty
Oneofyourjobsasanenvironmentalorganizeristoidentifyandrecruitvolunteerleaderstoworkwith
youtobuildacampaigntowinclimatechange.Butwhattypeofleadershouldyoube,andwhatare
youlookingforinothers?Sometimeswethinktheleaderisthepersoneveryonegoesto,likethis:
Butwhatdoesitfeelliketobetheleaderinthemiddle?Whatdoesitfeelliketobethearrowthat
cantgetthrough?Whathappensiftheleaderinthemiddledropsout?
Sometimeswegototheotherextremeandthinkwedontneedaleader,becausewecanalllead
whichlookslikethis:
Sometimesthisworks.Butwhosresponsibleforcoordinatingeveryone?Andwhosresponsiblefor
pushingthewholegroupforwardwhenyoucantreachadecision?Whotakesultimateresponsibility
fortheoutcome?
Organizersarethosewhocanultimatelybeheldaccountableformeetingcampaigngoals.However,
organizersarealsoresponsibleforcoordinatingandempoweringotherstotakeleadership,which
requiresdelegatingresponsibility(ratherthantasks)andholdingothersaccountableforcarryingout
thatresponsibility.
Remember,wedontyethaveallthevolunteersandleadersweneedinordertowinclimatechange.A
goodorganizersjobistoreachoutandfindleadersinyourcommunitywhocanhelpyourecruitand
coordinateotherswell.Theseleaderswillbethebackboneofyourlocalcampaignandyoumustbeable
totrustthemtodelegateresponsibilitytootherdedicatedreliablepeople,andtofollowthroughon
commitments.Youmaybetheleaderinthemiddle,orpartofaleadershipteaminthemiddle,guiding
volunteereffortsandbeingheldaccountableforoutcomes,butyouwillbedeeplyreliantonyour
relationshipswithothersforsuccess.
KEYORGANIZINGANDLEADERSHIPPRACTICES
SharedValuesNarrative:
Organizingisrootedinsharedvaluesexpressedaspublicnarrative.Storieshelptobringalive
motivationthatisrootedinvalues,highlightingeachpersonsowncalling,ourcallingasapeople,and
theurgentchallengestothatcallingwemustface.Valuesbasedorganizingincontrasttoissuebased
organizinginvitespeopletoescapetheirissuesilosandcometogethersothattheirdiversity
becomesanasset,ratherthananobstacle.Andbecausevaluesareexperiencedemotionally,peoplecan
accessthemoralresourcesthecourage,hope,andsolidaritythatittakestorisklearningnewthings,
exploringnewways.Eachpersonwholearnshowtotelltheirownstory,apracticethatenhancestheir
ownefficacy,createstrustandsolidaritywithintheircampaign,equippingthemtoengageothersfar
moreeffectively.
SharedRelationalCommitment:
Organizingisbasedonrelationshipscreatingmutualcommitmentstoworktogether.Itistheprocessof
associationnotsimplyaggregationthatmakesawholegreaterthanthesumofitsparts.Though
associationwecanlearntorecastourindividualinterestsascommoninterests,anobjectivewecanuse
ourcombinedresourcestoachieve.Andbecausewearemorelikelytoacttoassertthoseinterests,
relationshipbuildinggoesfarbeyonddeliveringamessage,extractingacontribution,orsolicitingavote.
Relationshipsbuiltasaresultofoneononemeetingsandsmallgroupmeetingscreatethefoundation
oflocalcampaignteams,rootedincommitmentspeoplemadetoeachother,notsimplyanidea,task,
orissuerelationshipscreateasourceofnewsocialcapital.
SharedOrganizationalStructure
Ateamleadershipstructureleadstoeffectivelocalorganizingthatintegrateslocalactionwithnational
purpose.Volunteereffortsoftenflounderduetoafailuretodevelopreliable,consistent,andcreative
individuallocalleaders.Structuredleadershipteamsencouragestability,motivation,creativity,and
accountabilityandusevolunteertime,skills,andeffortforeffectively.Theycreatethestructurewithin
whichrealworkcanactuallybeaccomplishedbyenergizedvolunteers.Teamsstrivetoachievethree
criteriaofeffectivenessmeetingthestandardsofthosetheyserve,learninghowtobemoreeffective
atmeetingoutcomesovertimeandenhancingthelearningandgrowthofindividualsontheteam.
Teammembersworktoputinplacefiveconditionsthatwillleadtoeffectivenessrealteam,(bounded,
stableandinterdependent),engagingdirection(clear,consequentialandchallenging),enabling
structure(workthatisinterdependent),cleargroupnorms,andadiverseteamwiththeskillsand
talentsneededtodothework.
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SharedStrategicObjectives
Althoughbasedonbroadvalues,effectiveorganizingcampaignslearntofocusonaclearstrategic
objective,awaytoturnthosevaluesintoaction;e.g.,electBarackObamaPresident;desegregatebuses
inMontgomery,Alabama;establishanuclearfreeze;etc.Nationalcampaignslocateresponsibilityfor
nationalstrategyatthetop(oratthecenter),butareabletochunkoutstrategicobjectivesintime
(deadlines)andspace(localareas)asacampaign,allowingsignificantlocalresponsibilityforfiguringout
howtoachievethoseobjectives.Responsibilityforstrategizinglocalobjectivesempowers,motivates
andinvestslocalteams.Thisdualstructureallowsthemovementasawholetoberelentlesslywell
orientedandthepersonalmotivationofvolunteerstobefullyengaged.
SharedMeasurableAction
Organizingoutcomesmustbeclear,measurable,andspecificifprogressistobeevaluated,
accountabilitypracticed,andstrategyadaptedbasedonexperience.Suchmeasuresincludevolunteers
recruited,moneyraised,peopleatameeting,voterscontacted,pledgecardssigned,lawspassed,etc.
Althoughelectoralcampaignsenjoytheadvantageofveryclearoutcomemeasures,anyeffective
organizingdrivemustcomeupwiththeequivalent.Regularreportingofprogresstogoalcreates
opportunityforfeedback,learning,andadaptation.Trainingisprovidedforallskills(e.g.,holdinghouse
meetings,doorknocking,etc.)tocarryouttheprogram.Newmediamayhelpenablereporting,
feedback,coordination.Transparencyexistsastohowindividuals,groups,andthecampaignasawhole
aredoingonprogresstogoal.
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SESSION2:
STRUCTURING
LEADERSHIPTEAMS
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CampaignStructure:
LeadershipandLearningTeams
Whydoorganizingteamsmatter?
Duringthistrainingyouwillbeworkinginlearningteamstocoachandsupporteachother,toholdeach
otheraccountabletomeetingthegoalssetoutineachsession,andtoplanyournextstepstogetherif
youwanttocontinuelearningandteachingothersorganizingskillsasateam.
Themosteffectiveleadershavealwayscreatedteamstoworkwiththemandtoleadwiththem.Take
forexampleMoses,AaronandMiriaminthestoryofExodus,orJesusandthetwelvedisciplesinthe
NewTestament,orMartinLutherKing,RalphAbernathy,RosaParks,JoAnnRobinsonandEDNixon
duringtheMontgomeryBusBoycott.EvenBarackObamainhiscampaignhadaleadershipteam
workingwithhimhisCampaignManager,DeputyCampaignManager,CommunicationsDirector,
PoliticalDirector,FieldDirectorandothers.
Leadershipteamsofferastructuralmodelforworkingtogetherthatfostersinterdependentleadership,
whereindividualscanworktowardanoutcometogether,witheachpersontakingleadershiponpartof
theteamsactivity.Attheirbestleadershipteamsrecognizeandputtoproductiveusetheunique
talentsoftheindividualswhomakeuptheteam.
Teamstructuresalsohelpcreatestrategiccapacitytheabilitytostrategizecreativelytogetherinways
thatproducemorevibrant,engagingstrategythananyindividualcouldcreatealone.IntheObama
campaign,thefieldstructurecreatedmultiplelayersofleadershipteamstoengagepeoplecreatively
andstrategicallyatalllevelsofthecampaign.Eachstatehadastateleadershipteamthatcoordinated
regionalleadershipteams(ofRegionalDirectorsandOrganizers),whichcoordinatedlocalneighborhood
leadershipteamsofvolunteerleaders.Ateverylevelthepeopleonleadershipteamshadaclear
missionandtheabilitytostrategizecreativelytogetherabouthowtocarryouttheirmission.This
structurecreatedmultiplepointsofentryforvolunteers,andmultipleopportunitiestolearnand
exerciseleadership.
Sowhydontpeoplealwaysworkinteams?
Wehaveallbeenpartofvolunteerteamsthathavenotworkedwell.Theyfallintofactions,they
alienateeachother,oralltheworkfallsononeperson.Someaimtokeepthepondsmallsotheycan
feellikebigfish.Somanyofuscometotheconclusion:Illjustdoitonmyown;Ihatemeetings,just
tellmewhattodo;Idontwantanyresponsibility;justgivemestampstolick.Theresjustoneproblem:
wecantbecomepowerfulenoughtodowhatweneedtodoifwecantevenworktogethertobuild
campaignswecantakeactionon.
Thechallengeistocreateconditionsforourleadershipteamsthataremorelikelytogeneratesuccessful
collaborationandstrategicaction.
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Thecriteriaforteameffectiveness
AgreatdealofresearchonteamsintheObamacampaignandotherorganizationshasshownthatthree
thingshelptomakeateammoreeffective:
1. Theoutputofyourteammatchesthegoalsyouneedtomeettowinonyourcampaign.
2. Theteamislearningovertimehowtoworktogetherbetter.
3. Teamworksupportsindividualgrowthandlearning.
Inshort,theteamismeetingthecampaignsinterestsbymeetinggoals,whileatthesametimemeeting
eachparticipantsinterestsbygivingthemroomtolearnandgrow.
Theconditionsthancangetyourteamofftoagoodstart
Yourteamisstable,withclearboundaries.Youcannamethepeopleonitandtheymeetregularly.Its
notadifferent,randomgroupofpeopleeverytime.
Yourmissionpointsyouinanengagingdirection.Theworkyouhavetodoisclear,itschallenging,it
matterstothecampaignyoureworkingonandyouknowwhyitmatters.
Yourteamworksinterdependently.Everyoneshouldhavearoughlyequalshareofthework,
understandingthateachpartisnecessarytoadequatelyreachtheultimategoal.Thus,thesuccessor
failureofonewillhaveaneffectonall.Onewaytoencourageinterdependenceistohaveclearroles
basedontheworkthattheteamneedstodotosucceed.
Goodteamswillcoordinateandhelpeachother.Goodteammemberswillcommunicatewellwhen
theyneedassistance.Nooneiscarryingoutactivityinasilothatssecretivetoothers.Agoodteamwill
haveadiversityofidentities,experiencesandopinions,ensuringthateveryoneisbringingthemost
possibletothetable.
Youhaveclearnorms.Yourteamsetsclearexpectationsforhowyouwillrespectandempowereach
otherduringyourworktogether.
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TeamWork:
StartingandBuildingYourTeam
Goal
Thepurposeofthisexerciseistohelpyou(1)Articulateyourteamspurpose;(2)choose
leadershiprolesfortodaybasedonthetalentsofyourteamsmembersand(3)identifythe
normsyouwilladheretoasalearningteam.
Agenda
TOTALTIME:40min.
1. Gatherandreviewagenda.Chooseatimekeeperforthissession 5min
2. EstablishYourTeamPurpose(Seeworksheetbelow) 10min
3. ReviewTeamRoles 5min
4.DecideonTeamRoles 10min
5. DecideonCollaborativeNorms 10min
6. ChooseaTeamName
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TeamExerciseOne:SharedPurpose
AGENDA:(10min.)
Fillintheblanksintheteampurposeareaontheworksheet.First,writedowntheinterestsyourteam
shares.Thenfillinthegeographicareathatyouareworkingandincludeabriefdescriptionofthe
peopleyouserveinyourarea.Whatkindsofpeopleliveinyourturf?Whataretheirinterests?What
willengagethem?
Examplesofateamssharedinterest:
Weshareaninterestinunitingyoungpeopleandolderpeopleinthecampaignforclimate
change.
Weshareaninterestintrainingmoreyoungpeopleinorganizingskillstobuildourmovement
Weshareaninterestincreatingmeaningfullocalwaysforpeopletogetinvolvedintheclimate
changemovement.
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TeamExerciseTwo:TeamRoles
TEAMROLES(15minutes)
1. Reviewtheteamroledescriptionsbelow
2. Goaroundthecircleandaskeachpersontotellotherswhatexperienceandtalentstheyhaveand
whatspecificallytheywanttolearninmoredetail(1minuteeach)
3. Discussroleslistedbelowaswellasstrengthsneededtofillthem.Chooserolesforeachteam
membertoplayinyourlearningteamtoday.
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Putextraeffortinlearninghow Arewillingtoinvesteffortinlearning Ramble
tocreateastoryofself howtotellagoodstoryofself
StoryofSelf Trytotellyourwholebiographywhen
Coachyourteammatesonstory Enjoystorytelling tellingastoryofself(havetroublebeing
Trainer/Coach
ofself selective)
Cantellvivid,detailedstoriesthat
Preparethestoryofselfpartof arecarefullyselected Arenotwillingorabletoinvesttimein
yourteamstrainingonpublic listeningcarefullytothoseyouare
narrativesoyoucanteachthis Areinterestedinpeoplewhothey coachingandaskingcareful,probative
skillwhenyoureturnhome. are,wheretheycomefrom,howthey questionsofthem
becamewhotheyare
Canlistencarefullyandask
thoughtfulquestionsofothers
Canlistencarefullyandask
thoughtfulquestionsofothers
Havepatience
Canlistencarefullyandask
thoughtfulquestionsofothers
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WorkwiththeStoryofNow Feelurgency Struggletothinkoutsidethebox
Coachtohelpyourteamand
Strategy otherstocreatemeaningful, Understandstrategicaction Arereluctanttopushagroupthrough
strategicactionplans. harddecisionmakingprocessesto
Coach Understandthedifferencebetween agreementonanactionplan
Helpyourteamstaycreativeand goals,outcomesandtactics.
Tendtoorganizetacticaftertactic,
flexibleasyouplanyouractivities
Thinkoutsidethebox actionafteraction,withoutafeasible
together.Thinkoutsidethebox.
planforhowthesetacticswilladdupto
Havetheabilitytoengageothersina
Creativelyturnchallengesor createtheoutcomesyouneedinorder
creativediscussionaboutnextsteps
obstaclesintoopportunities. tomeetyourgoal
thatdoesnttakeoldtacticsfor
granted
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TeamExerciseThree:TeamNorms
TEAMNORMS/EXPECTATIONS(10minutes)
Brainstormgroupnormsoneachthemebelowandhowyouwillselfcorrectifthenormisbroken.(If
youdontselfcorrectthenewnormwillbebreakingthenorms.)
RECORDGROUPNORMSHERE
Howwewillrespecttimeandthetimekeepersowemeetourexpectedoutcomes:
Whatwewillalwaysdo:
Howwewillselfcorrectifthenormisbroken:
Howwewillgetbackontrackifsomeonegetsoffonatangent:
Whatwewillalwaysdo:
Howwewillselfcorrectifthenormisbroken:
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Howwewillrespecteachotherwhilestillgivingconstructivefeedback:
Whatwewillalwaysdo:
Howwewillselfcorrectifthenormisbroken:
Howwewillcommunicateandcoordinateafterthetraining:
Whatwewillalwaysdo:
Howwewillselfcorrectifthenormisbroken:
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SESSION3:
INTROTOPUBLICNARRATIVE
AND
STORYOFSELF
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IntroductiontoPublicNarrative
Publicnarrativeisapracticeofleadership
Publicnarrativeisthewhyoforganizingtheartoftranslatingvaluesintoactionthroughstories.Itis
aniterativediscussionprocessthroughwhichindividuals,communities,andnationsconstructtheir
identity,makechoices,andinspireaction.
Eachofushasacompellingstorytotell
Eachofushasastorythatcanmoveothers.Asyoulearnthisskillofpublicnarrative,youwillbeable
totellacompellingstorythatincludeselementsthatidentifyyourself,youraudienceandyourstrategy
toothers.Inaddition,youwillgainpracticeinhearingandcoachingotherstotellagoodstory.
WhyUsePublicNarrative?TwoWaysofKnowingorInterpreting
Publicleadersemployboththeheadandtheheartinordertomobilizeotherstoacteffectivelyon
behalfofsharedvalues.Inotherwords,theyengagepeopleininterpretingwhytheyshouldchange
theirworldtheirmotivationandhowtheycanacttochangeittheirstrategy.
Manyleadersareoftengoodattheanalysissideofpublicspeakingandfocusonpresentingagood
argumentorstrategy.Alternately,otherleaderstelltheirpersonalstorybutitisoftenataleof
heartbreakthateducatesusaboutthechallengebutdoesnthighlightthechoicesandthepotentialfor
hopefuloutcomes.
ThispublicnarrativeworkisanefforttotellastorythatinvolvestheheadandheartANDmovespeople
tousetheirhandsandfeetinaction.
Analysis Narrative
(HOW) (WHY)
HEAD HEART
Critical
Deliberation Story Telling
of Experience
on Experience
Affective
Cognitive
Logos Pathos
STRATEGY MOTIVATION
Shared
Understanding Action
HANDS
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Thekeytopublicnarrativeisunderstandingthatvaluesinspireactionthroughemotion.
Emotionsinformusofwhatwevalueinourselves,inothers,andintheworld,andenableustoexpress
themotivationalcontentofourvaluestoothers.Inotherwords,becauseweexperiencevalues
emotionally,theyarewhatactuallymoveustoact;itisnotjusttheideathatweoughttoact.Because
storiesallowustoexpressourvaluesnotasabstractprinciples,butaslivedexperience,theyhavethe
powertomoveotherstoo.
Someemotionsinhibitaction,butotheremotionsfacilitateaction.
Actionisinhibitedbyinertia,fear,selfdoubt,isolation,andapathy.Actionisfacilitatedbyurgency,
hope,YCMAD(youcanmakeadifference),solidarity,andanger.Storiesmobilizeemotionsthaturgeus
totakeactionandhelpusovercomeemotionsthatinhibitusfromaction.
EMOTIONALBARRIERSTOACTION
Fear
Isolation
Inertia SelfDoubt ACTION
Apathy
VALUES
EMOTIONALCALLSTOACTION
Hope
Inertia SelfDoubt
Anger
Apathy
Solidarity
YCMAD
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Publicnarrativecombinesastoryofself,astoryofus,andastoryofnow.
Theprocessofcreatingyourpublicnarrativeisfluidanditerativeandcanstartatanyplace.Onceyou
developyourstoryofself,storyofus,andstoryofnow,youllprobablywanttogobacktothebeginning
toclarifythelinksbetweenthem.
StoryofSelf StoryofNow
Callto Strategy
Leadership Action
StoryofUs
SharedValuesShared
Experience
Astoryofselftellswhywehavebeencalledtoserve.
Thestoryofselfexpressesthevaluesorexperiencesthatcalleachpersontotakeleadershiponclimate
change.Thekeyfocusisonchoicepoints,momentsinourliveswhenvaluesareformedbecauseofa
needtochooseinthefaceofgreatuncertainty.Whendidyoufirstcareaboutbeingheard,learnthat
youwereconcernedaboutclimatechange,wantedtoprotecttheplanet,wantedtoensurecleanair,
cleanwaterforyourselfandothers,learntolovenatureorappreciatebeingoutdoors?Why?Whendid
youfeelyouhadtodosomethingaboutit?Whydidyoufeelyoucould?Whatwerethecircumstances?
Whatspecificchoicedidyoumake?
Astoryofuscommunicatesthevaluesandexperiencesthatacommunity,organization,campaign
ormovementsharesandwhatcapacityorresourcesthatcommunityofushastoaccomplishits
goals.
Justaswithaperson,thekeyischoicepointsinthelifeofthecommunityand/orthosemomentsthat
expressthevalues,experiences,pastchallengesandresourcesofthecommunityorusthatwilltake
action.Forexample,tyingacurrentefforttowinacampaigntoapastcampuscampaignvictoryand
describingtheeffortittooktowin,thepeoplewhoworkedhardtomakeithappen,theircapabilities,
theirvalues,etc.isastoryofus.
Astoryofnowcommunicatestheurgentchallengewearecalledupontofacenowandcallsusto
action.
Thestoryofnowarticulatestheurgentchallengeinspecificdetail.Italsoincludesadescriptionofthe
pathwecantaketoachievegoalsrelativetothemissiontheuniquestrategyorsetofideasthatwill
helpustoovercomethechallengewefaceandsucceed.Thestoryofnowincludesanaskthat
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summonstheaudiencetoaspecificactiontheycandotoachieveourcollectivemission.Finally,the
storylaysoutindetailavisionforthepotentialoutcomewecouldachieveifourstrategysucceeds.
LinkingSelf,Us,Now
Youarelookingforthelinkbetweenthesethreestories,theplacewheretheyoverlap,tohelpexplain
whyyouarecalledtothisworkofclimatechange,whywearecalledtoactwithyou,andwhyweare
calledtoactnow.Thismeansbeingveryselectiveaboutthestoryyoutellforexamplenottryingto
tellyourwholebiographywhenyoutellyourstoryofself.
SELF
NOW
US
TheThreeKeyElementsofPublicNarrativeStructure
ChallengeChoiceOutcome
Aplotbeginswithanunexpectedchallengethatconfrontsacharacterwithanurgentneedtopay
attention,tomakeachoice,achoiceforwhichs/heisunprepared.Thechoiceyieldsanoutcomeand
theoutcometeachesamoral.
Becausewecanempatheticallyidentifywiththecharacter,we NARRATIVE STRUCTURE
canfeelthemoral.Wenotonlyhearaboutsomeones
courage;wecanalsobeinspiredbyit.
PLOT
Thestoryofthecharacterandtheirefforttoengagearound
valuesengagesthelistenerintheirownchallenge,choice,and
outcomerelativetothestory.
Challenge
Eachstoryshouldincludethechallenge,thechoiceandthe Outcome
outcome.ItsnotenoughtosayIwasscared.Youneedto
sayIwasveryscared,Ineededtodecide,andwhenIdid,I Choice
MORAL
learneditwaspossible.
CHARACTER
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IncorporatingChallenge,Choice,andOutcomeinYourOwnStory
Therearesomekeyquestionsyouneedtoanswerasyouconsiderthechoicesyouhavemadeinyour
lifeandthepathyouhavetakenthatbroughtyoutothispointintimeasaleader.Onceyouidentify
thespecificrelevantchoicepoint,perhapsyourdecisiontochooseanenvironmentalcareer,digdeeper
byansweringthefollowingquestions.
Challenge:Whydidyoufeelitwasachallenge?Whatwassochallengingaboutit?Whywasityour
challenge?
Choice:Whydidyoumakethechoiceyoudid?Wheredidyougetthecourage(ornot)?Wheredidyou
getthehope(ornot)?Howdiditfeel?
Outcome:Howdidtheoutcomefeel?Whydiditfeelthatway?Whatdiditteachyou?Whatdoyou
wanttoteachus?Howdoyouwantustofeel?
Awordaboutchallenge.Sometimespeopleseethewordchallengeandthinkthattheyneedto
describethemisfortunesoftheirlives.Keepinmindthatastrugglemightbeoneofyourownchoosing
ahighmountainyoudecidedtoclimbasmuchasaholeyoumanagedtoclimboutof.Anynumber
ofthingsmayhavebeenachallengetoyouandbethesourceofagoodstorytoinspireothers.
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ACTIVITYVIDEOREVIEW
BarackObamaSpeech2004Convention
Wewillwatchthisvideoasamodelforapublicnarrativethatincludesexamplesofself,usandnowas
wellasanappealtoemotions.AsyouwatchthevideothinkabouttheelementsofSELFUSNOW
thatyouhearinhisstory.Listenaswellforthechallenge,choiceandoutcomeineachofthethree
areas.
SELF US NOW
1. Doyouthinkhedidagoodjoboftellinghisstory?Whatworked?Whatcouldhavebeen
moreclear?
2. Whataresomeofthespecificdetailsinhisstorythatyouremember?
3. Whatvaluesdidhetalkaboutinhisstory?
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TeamWork:
PracticingStoryofSelf
GOALS
Theteamworkyoureaskedtodohereistocoacheachotherinhowtotellyourstoryofself.Onegoalis
foryoutobeginlearninghowtotellyourpersonalstoryofwhyyouarecalledtoorganizetohelpwin
climatechange.
Anothergoalistobeginlearninghowtocoachothersstoriesbylisteningcarefully,offeringfeedback,
askingquestions,etc.Inthiswayyoucandevelopleadershipinothers,aswellasyourself.Beprepared
totakesomerisks,andsupportyourteammembersastheystepoutonthelimbthemselves!
Afinalgoalistopracticeworkingaspartofateam.Asyouworktogether,thinkaboutthedynamicsin
yourteam.Practiceyournormsandhelpyourotherteammemberstakeleadershipontheirchosen
roles.
Agenda
TOTALTIME:55min.
1. Gatherinyourteam.Timekeeperbeginskeepingtime. 5min
2. Taketimeasindividualstosilentlydevelopyourstoryofself 5min
usingtheworksheetonthenextpage.
3. Tellyourstorytoyourteammembersandrespondtoeach 40min
othereachpersontakes2min.totelltheirstoriesandthe
grouphas3.mintoofferfeedback.StoryofSelfCoachleadsthe
teamingivingfeedbacktoeachstoryteller.
NOTE:Youhavejust2minutestotellyourstory.Stickto
thislimit.Makesureyourtimekeepercutsyouoff.This
encouragesfocusandmakessureeveryonehasachance.
4.Chooseyourmostablestorytellertotelltheirstorybeforethe 5min
largergroup.Givethempointerstoprepagaintotelltheirstory
athirdtime.
29
WORKSHEET
STORYOFSELF
Whataretheexperiencesandvaluesthatcallyoutotakeleadershiponclimateandclean
energy?
Ifyourehavingtroublegettingstarted,herearesomekeyelementsandtypesofexperiencesthatmay
havecontributedtoyourcurrentchoicetotakeleadershipasacommunityorganizeronclimatechange
andcleanenergy.
Focusononekeystoryoneevent,oroneplaceoroneimportantrelationship.Takesometimetothink
abouttheelementsofyourstoryinthecontextofthechallenge,choiceandoutcome.Inthiscase,the
outcomemightalsobethethingyoulearned,inadditiontowhatactuallyhappened.
Remember,thepurposeofstoryofselfistobegintocreatecommongroundwithyouraudienceby
tellingastorythatreflectsthevaluesthatbroughtyouheretoworkonclimatechangeandwherethose
valuescomefrom.Sochooseastoryofselfthatreflectsvaluesyouwilllatercalloninyourstoriesofus
andnow.
30
PREPARINGTOCOACHOTHERSONTHEIRSTORIES
CoachingChecklist
DO
; Saywhatworksfirstinthestory,focusingonspecifics.
; IdentifyboththeCHALLENGEandtheHOPEinthestory.
; Clarifychoicepoints,themomentwhenonethinghappenedinsteadofanother.
; Connectthedotsinthenarrative,helpingtoilluminatehowsomeonegotfromheretothere.
; Lookforthemes.
; Askquestionsabouttheintendedaudienceandthedesiredactionorresponse.
DONT
Offervagueabstract"feelgood"comments,unlessyouveestablishedthecontext.
Whatdoesthestorytellerlearnfromyoudidagreatjob,asopposedto,thewayyoudescribedyour
momentofchoicemademefeelveryhopefulbecause....
Makevaluejudgmentsaboutthestorytellersvoiceorthevalidityofthepointtheywanttomake.
Thekeyhereisthatapersonfindwaystoexpressthemselvesintheirownvoicewordchoice,humor,
metaphor,etc.Ofcoursetheyneedtoknowifchoicestheyvemadecommunicatewhattheywantto
communicate.
Thinkaboutwhatyouregoingtosayaboutyourstorywhilesomeoneelseissayingtheirs.Youshould
allowyourselftotakeariskwithyourstorybydivingin.Focusonothersstoriessoyoucanhelpthem
withtheireffortsandthenyoucangetthesamesortofhelpfromthem.
Underestimatethepowerofsomeonesstory.Ifitdoesntworkforyou,thinkaboutwhyitdoesnt,
andmoreimportantly,whyitwouldforsomeoneelse.
31
RecordFeedback/CommentsfromYourTeamMembersOnYourStoryHere:
CoachingYourTeam'sStoryofSelf
Asyouheareachother'sstories,keepingtrackofthedetailsofeachpersonsstorywillhelpyouto
providefeedbackandrememberdetailsaboutpeopleonyourteamlater.Usethegridbelowtotrack
yourteam'sstories.
32
SESSION4:
STORYOFUS
33
TeamWork:
PracticingStoryofUs
GOALS
Theteamworkyoureaskedtodohereistocoacheachotherinhowtotellyourstoryofus.Onegoalis
foryoutobeginlearninghowtotellyourcommunitysstoryofwhyyouinparticularhavethecapacity
tohelpaddressclimatechange.
Anothergoalistobeginlearninghowtocoachothersstoriesbylisteningcarefully,offeringfeedback,
askingquestions,etc.Inthiswayyoucandevelopleadershipinothers,aswellasyourself.Beprepared
totakesomerisks,andsupportyourteammembersastheystepoutonthelimbthemselves!
Afinalgoalistopracticeworkingaspartofateam.Asyouworktogether,thinkaboutthedynamicsin
yourteam.Practiceyournormsandhelpyourotherteammemberstakeleadershipontheirchosen
roles.
Agenda
TOTALTIME:50min.
1. Gatherinyourteam.Timekeeperbeginskeepingtime. 5min
2. Taketimeasindividualstosilentlydevelopyourstoryofus 5min
usingtheworksheetonthenext2pages.
3. Tellyourstorytoyourteammembersandrespondtoeach 35min
othereachpersontakes2min.totelltheirstoriesandthe
grouphas3.mintoofferfeedback.
StoryofUsCoachleadstheteamingivingfeedbacktoeach
storyteller.
NOTE:Youhavejust2minutestotellyourstory.Stickto
thislimit.Makesureyourtimekeepercutsyouoff.This
encouragesfocusandmakessureeveryonehasachance.
4.Chooseyourmostablestorytellertotelltheirstorybeforethe 5min
largergroup.Givethempointerstoprepagaintotelltheirstory
athirdtime.
34
WORKSHEET
STORYOFUS
Remember,thepurposeofthestoryofusistocreateasenseofcommunityamongindividualswhomay
ormaynotyetseethemselvesasacommunityandtogivethemhopethattheycanmakeadifference.
Yourgoalhereistotellastorythatevokesoursharedvaluesasyouraudience,andshowswhywein
particulararecalledtotakeresponsibilityforactionnow.
Yourstoryofusmaybeastoryofwhatwevealreadydonetogether,challengeswevealreadyfaced
andoutcomesweveachieved.Oritmaybeastoryofsomeofoursharedheroes,challengestheyfaced
andoutcomestheyveachieved.Hearinghowwevemetchallengesinthepastgivesushopethatwe
canfacenewchallengestogether.
Brainstormallthestoriesyouknowofaboutyouraudienceandtheircollectivestoryandexperience.
Yourstoryofusmaychangeeachtimeyouaretalkingtoadifferentgroupofpeople.
Whoisyouraudience/communitythatyouwillbespeakingto?(Inthiscaseyourlearningteamat
thetraining,youngenvironmentalists)
Whataresomestoriesofthisaudiencethatgiveyouanindicationoftheirsharedpurposeandthe
goalsofthisgroup?Whataretheirvalues?
Whataresomesharedstoriesthatgiveyouasenseofthestrengthsandcapacitiesofyour
audience/community?
Whataresomestoriesofyouryouthenvironmentalcommunityyouraudiencethatgiveyouthe
beliefthattogethertheycouldworktogethertojoinyouincreatingrealtangiblechangeintheworld?
35
Nowchooseoneofthestoriesyoubrainstormedabovetofleshoutinvividdetail.
36
RecordFeedback/CommentsfromYourTeamMembersOnYourStoryHere:
CoachingYourTeam'sStoryofUs
Asyouheareachother'sstories,keepingtrackofthedetailsofeachpersonsstorywillhelpyouto
providefeedbackandrememberdetailsaboutpeopleonyourteamlater.Usethegridbelowtotrack
yourteam'sstories.
37
SESSION5:
STORYOFNOW
AND
STRATEGY
38
StoryofNow
Rememberthethirdpartofapublicnarrative.DoyourememberhowBarackObama,inhis2004
Democraticconventionspeech,gotveryspecificaboutthefactthattherewasmoreworktodo?Doyou
rememberhowheexplainedthechallenges?Wasitwithstatistics?Orwasitwithspecificpeople,facing
theirownchallenges,theirownchoicepoints.Doyourememberhowgaveusasenseofhope,thatwe
coulddosomethingaboutthesechallenges?Andthen,hewoundupwithcallingonustomakethechoice
tojointhecampaigntoelecttheDemocraticnominee,President.Heidentifiedaveryspecificactionhe
wasaskingusalltochoosetotaketogovoteforJohnKerry.
Thisshouldsoundfamiliar.Theresachallenge,butinsteadofbeinginthepast,itsinthepresent.Theres
hope,butinsteadofsomethingthathappenedinthepast,itsinthefuture.Andtheresachoice,but
insteadofbeingachoiceweoncemade,itsachoicewemustmakenow.Andthatswhyitsastoryof
now.
LinkingYourStoryofNowtoStoryofSelfandStoryofUs
Nowweknowwhyyouvebeencalledtoaparticularmission,weknowsomethingofwhoitisyouwantto
callupontojoinyouinthatmission,sowhatactiondoesthatmissionrequireofusrighthere,rightnow,
inthisplace?
Astoryofnowisurgent,itrequiresdroppingotherthingsandpayingattention,itisrootedinthevalues
youcelebratedinyourstoryofselfandus,andrequiresaction.
TheElementsofaStoryofNow
Thestrategyyourplantoachieveyourgoal.
Astrategichopefulchoicethateachpersoninyouraudiencecanmake
Aspecificaskforeachpersonthatinvolvesacommitmentoftime,resourcesbeforetheyleave.
Avividdescriptionofwhatcollectivelycanbeachievedifwetakeactiontogether.
WhyItMatters
Thechoicewerecalledontomakeisachoicetotakestrategicactionnow.Leaderswhoonlydescribe
problems,butfailtoidentifyactionthattheircommunitycantaketoaddresstheproblemarentvery
goodleaders.Ifyouarecalledtoaddressarealchallenge,achallengesourgentyouhavemotivatedus
tofaceitaswell,thenyoualsohavearesponsibilitytoinviteustojoinyouinactionthathassomechance
ofsuccess.Astoryofnowisnotsimplyacalltomakeachoicetoactitisacalltohopefulaction.
39
WhatisStrategy?
Thestoryofnowisastoryofstrategyhowmyaction,addedupwithotherpeoplesactioncould,witha
reasonableamountofhope,beexpectedtoachieveaclearoutcomethatwouldhelpusmeetourgoal.
Thechallengeofstrategyisbuildingtowardkeypeaksofcollectiveactionthatarentrandom,anddont
justhappenanddissolveintonothingnessafterwards.Thechallengeisidentifyingactionsthatwillhelpto
buildcapacityandmomentumthatcanlaunchyourcampaigntowardthenextpeak,andthenextpeak,
untilyouhaveenoughpowertowinthechangeyouseek.
Oftenwhenworkingonourstoryofnowwerealizewereallydonthaveaclear,actionableormotivating
strategy.Workingonstoryofnowcanbeawaytoreevaluateourstrategyandtoengageothersin
strategizingwithus.
Strategyismotivated.
Westrategizeinresponsetourgentchallengesorunusualopportunitiestoturnourgoalsintospecific
outcomes.ConsidertheMontgomeryBusBoycotttowhatchallengedidDr.Kingrespond?Whatwashis
motivatinggoal?WashisgoaljusttodesegregatetheMontgomeryBussystem,orwasittomake
progresstowardabiggergoalofachievingcivilrights,freedomandequality?Howdidheturnalargegoal
intoanachievablebutmeaningfuloutcome?
Strategyisintentional.
Strategyisatheoryofhowwecanturnwhatwehave(resources)intowhatweneed(power)togetwhat
wewant(outcomes).Itisahypothesisthatwecanusecertaintacticstoachievespecificoutcomes.What
clearoutcomewasDr.KingtryingtoachieveintheMontgomeryBusBoycott?HowcouldAfrican
AmericansinMontgomeryreasonablybelievethattheactiontheywerebeingaskedtotakecouldmakea
difference?Whatclearoutcomeweretheytryingtoachieve?Howwouldtheyknowiftheyhadmetit?
40
Strategyiscreative.
Challengingthestatusquorequiresmakingupforourlackofresources,withgreaterresourcefulness,like
thestoryofDavidandGoliath.Creativestrategistsdontjustfallbackonthesameoldtacticstobuild
theircampaigns.Theylookfortacticsthatwillbuildpowerbyengagingasmanypeopleaspossible,and
theythinkcreativelyabouthowtoturntheresourcestheyhaveintowhattheyneedtowin.Forexample,
duringthebusboycottthecreationofacarpoolwasacreativeuseofresourcestomeetanurgent
strategicneedkeepingpeopleoffthebuses.
Strategyisaverb
(Somethingwedo),notanoun(somethingwehave).Wecanseethatrepeatedlyinthestoryofthebus
boycott,andthiswasacorestrengthoftheObamacampaign.Asweworktowardouroutcomeweneed
tobuildintimetolearnfromoursuccessesandfailuresandtoadaptourtacticstobecomemoreand
moreeffective.Weconstantlyseekoutnewopportunitiesthatcouldhelpusmobilizemorepeopleor
resourcesforoureffort,andwethinkcreativelyabouthowtoturnchallengesintoopportunities.
FourStrategicQuestions
1.WhatstheMotivatingGoal:Whatthreatstoyourcommoninterestsmustyouface?What
opportunitiesmustyouactupon?
2.WhatstheOutcome:specific,focused,measurable(howwilltheworldbechanged?).Onwhat
outcomecanyoufocus?Whatoutcomesarenestedwithinthatoutcome?Howmuchtimedoyouhaveto
achievetheseoutcomes?Whatisthescope(time)andscale(size)ofthisoutcome?
41
3.WhichTacticswillyouuse?Whytheseandnotothers?Criteriainclude:
Willitinfluencetheoutcomeyourehopingtoachieve?How?
Willituseyourresourcescreatively?How?
Willitcreateorganizationalcapacity?How?
Willitdevelopleadership?How?
4.Whenwillyouusethem?Considerthedynamicsofcampaigns,whichtacticswillyouusewhen,what
willbethesequence,howcanyoumakethemostofmomentum,etc.?
Asyouworkondevelopingyourstrategyaspartoffiguringoutyourstoryofnow,rememberthatstrategy
isnotsomethingdonebyanindividualaloneinasecretivedarkcornersomewhere.Strategyisbest
createdinastrategicteam.Itisveryimportanttothinkaboutwhoservesonyourstrategyteam,howit
works,andhowwell.Doesyourteamhaveaclearcommonpurpose?Doyoudeliberatewelltogether?
Doyouoperatewithconsistentnorms?Isitclearwhosontheteam?Isyourteamsauthorityto
strategizeclear?
Asyoucontinuetocreateyourstrategyinthefaceofnewchallengesandopportunities,yourstoryofnow
willbecomeclearerandmorefocused.
42
TeamWork:
PracticingStoryofNow
GOALS
Theteamworkyoureaskedtodohereistocoacheachotherinhowtotellyourstoryofnow.The
goalofthisteamworksessionistofocusonoutcomesyoucouldworktogethertoachievetoadvance
yourcommoninterests.Whichurgentchallengesoropportunitiesdoyouhavetoface?Whatcould
youachieveifyoucouldfacethemtogether?Whataresomepossibleoutcomes?Whatmightbe
someofthetacticsyoucoulduse?Howmightyoucontinuetostrategizetogether?
Asyouworktogetherasalearningteam,continuetothinkaboutthedynamicsinyourteam.Practice
yournormsandhelpyourotherteammemberstakeleadershipontheirchosenroles.
Agenda
TOTALTIME:50min.
1. Gatherinyourteam.Timekeeperbeginskeepingtime. 5min
2. Taketimeasindividualstosilentlydevelopyourstoryofnow 5min
usingtheworksheetonthenext2pages.
3. Tellyourstorytoyourteammembersandrespondtoeach 35min
othereachpersontakes2min.totelltheirstoriesandthe
grouphas3.mintoofferfeedback.
StoryofNowCoachleadstheteamingivingfeedbacktoeach
storyteller.
NOTE:Youhavejust2minutestotellyourstory.Stickto
thislimit.Makesureyourtimekeepercutsyouoff.This
encouragesfocusandmakessureeveryonehasachance.
4.Chooseyourmostablestorytellertotelltheirstorybeforethe 5min
largergroup.Givethempointerstoprepagaintotelltheirstory
athirdtime.
43
WORKSHEET
STORYOFNOW
Usethesequestionstohelpyoutoputtogetheryourstoryofnow.Youshoulddrawonyour
owncurrentworkonclimatechange,andifpossibleEnergyAction&PowerShiftsCampaign
strategytofillintheanswerstothequestionsbelow.
Takeamomenttoreflecthereonyourchallenge.Whatmakesiturgenttoyouandyouraudience?Why
mustyoucollectivelytakeactionnow?Onceyouhaveidentifiedthat,youthenneedtolaydownyour
strategywhatyouthinkyoucandotogethertoconfrontthechallenge.Mostimportantly,whatisthe
actionstepthatpeoplecantaketojoinyouincollectiveactiontowardsasolution.
Whyisiturgenttotakeonclimatechallengenow?Whatmakesiturgentrelativetoother
problems?Whoareyouservinginyourcommunityandtheworldbytakingonleadership
inthisarea?
Whatisyourstrategytohelpalleviatetheproblem,createrealtangiblechange?Howwill
youknowthatyouhavedevelopedaneffectivesolution?Whatwilltheoutcomelooklikeif
youaresuccessful?
Whatisthesinglemostimportantfirststep(s)canpeopletaketojoinyouinthisstrategy?
Whatformwilltheircommitmenttake?Isitclearwhattheyshoulddo?Isitclearwhen
theyshoulddoit?
44
Nowfleshoutyourstoryofnowinvividdetail.
45
RecordFeedback/CommentsfromYourTeamMembersHere:
CoachingYourTeam'sStoryofNow
Asyouheareachother'sstories,keepingtrackofthedetailsofeachpersonsstorywillhelpyoutoprovide
feedbackandrememberdetailsaboutpeopleonyourteamlater.Usethegridbelowtotrackyourteam's
stories.
46
WORKSHEET
Tyingitalltogetherinasuccessfulpublicnarrative.
SELF US NOW
OUTCOMECHOICECHALLENGE
OUTCOMECHOICECHALLENGE
47
NOTES:
48