Q&A with a Story Guru: Scott Schwertly: Epic Storyteller Specializing in Presentation Design

I’ve been fascinated with Scott Schwertly’s company, Ethos3 Communications, for quite some time, having first blogged about the firm two years ago. It’s one of a small handful of companies that create dazzling presentation designs emphasizing storytelling. Ethos3’s slideshow “Storytelling 101” has enjoyed tremendous buzz (I mentioned it here). It’s a great privilege to present this Q&A with Scott.

Bio: Scott Schwertly is an epic storyteller. Today, he owns and operates Ethos3 Communications, a Nashville, TN-based presentation boutique providing professional presentation design and training for national and international clients ranging from Fortune 100 companies to branded individuals like Guy Kawasaki.

He may live in Nashville, TN, with his wife and three dogs, but he calls San Diego home — the place of his beloved San Diego Chargers. Scott has a B.A. and M.B.A. from Harding University.


Q&A with Scott Schwertly:

Q: A story practitioner colleague follows this formula for presentations: “3 stories, 3 points, sit down.” To what extent do you feel formulas like that are useful for presentations?

A: I am actually a big believer in formulas. For instance, I love the rule of 3’s. Think about it: Most presentations are done in 3’s. For instance, you should always have a beginning, middle, and end. Here’s another example: Aristotle talked about the importance of 3 things: pathos, logos, and ethos. And, you should have only 3 points in a presentation. After all, the human works like this: “1, 2, 3, I forget.” With that said, I think formulas like the above can go a long way.

Q: In your often-cited slideshow, “Storytelling 101”, you talk about 3 kinds of stories: the Rockstar, the Maverick, and the Sherlock. How did you go about identifying these 3 types of stories? Given that the presentation is 2 years old, have your views about the types of stories that exist evolved?

A: Famous screenwriter Robert McKee talks about how there are more than 20 different storytelling styles to choose from. The unfortunate reality is that this diversity can overwhelm any person who is new to storytelling. Thus, these approaches were my way of creating three simple storytelling techniques that would be easy to learn and could work well in any presentation environment. As of today, they are still getting received very well, and we use them on an everyday basis here at Ethos3 when building presentations for our clients.

Q: Can you talk about the storytelling approach/philosophy in your “The Box” story?

A: “The Box” presentation captures the delicate balance of tension and discovery. It surprises you at the end with a great “a-ha” moment. That’s what I love about it.

Q: Your slideshows Meet Henry and “Storytelling 101” have won awards in SlideShare’s contests. Meet Henry tells a story, while “Storytelling 101” is about stories. What made these presentations so good and award-worthy?

A: What I like about these presentations is that they can stand alone. They not only work well online but also in a traditional presentation setting as well. They kill two birds with one stone.

Q: The culture is abuzz about Web 2.0 and social media. To what extent do you participate in social media (such as through LinkedIn, MySpace, Facebook, Twitter, YouTube, Second Life, blogs, etc.)? To what extent and in what ways do you feel these venues are storytelling media?

A: I love social media. Interesting fact: I haven’t spent a dime on traditional marketing with Ethos3. Everything we have done has been through Facebook, Twitter, LinkedIn, SlideShare, etc. Social media is definitely the way to tell and share your story these days.

Story Collections! Facebook Stories, Mentor Stories, Stories of the Hidden World of Girls

I exult in uncovering and reporting on online venues that are repositories of stories. Here are three I just learned of:

    • Facebook expects to add its 500 millionth user this week and intends to mark the occasion by focusing on user stories rather than numbers, reports Mashable. The social-media behemoth will celebrate by unveiling a Facebook Stories section of the site. Facebook will “sort actual, submitted user stories by location and theme. Theme examples given included ‘finding love’ and ‘natural disasters,'” Mashable reports. Facebook is collecting stories here, and — arrrgghhh! — they are limited to 420 characters each. I could certainly tell a story or two — such as my story of finding my childhood best friend through Facebook, but in 420 characters …?
  • The Wing to Wing Women’s Mentoring Project™ is a global volunteer movement that aims to inspire women to reach out to other women and, through the simple act of offering guidance and insight, help them achieve their personal and professional aspirations. The program’s goal is to eliminate negative competitiveness and encourage positive assistance, woman to woman, one woman at a time. One way the project is advancing its goals is by sharing stories by both mentors and the women they mentor. The site collects stories here and shares them here.
  • The Hidden World of Girls is a new NPR multimedia series by THE KITCHEN SISTERS exploring the hidden world of girls. Stories of coming of age, rituals and rites of passage, secret identities — of women who crossed a line, blazed a trail, changed the tide. The inspiration behind the series:

    The idea for this series was inspired by reading the obituary of Lula Mae Hardaway, Stevie Wonder’s Mother, a sharecropper’s daughter, a girl forced into prostitution, a teenage single mother whose young blind boy was discovered singing on a street corner in Detroit by Berry Gordy Jr., a determined woman who along with her son, received the Grammy for writing Signed, Sealed Delivered. Hers was a story we knew we wanted to tell. The series was inspired again when we watched a young 16 year old charanga player in an all-girl high school mariachi band competition in San Antonio, playing for the love of tradition, for a sense of belonging and for a scholarship, the first girl in her family to play an instrument, the first to dream of going to college. We knew this was a story we had to chronicle. And when they opened a new beauty school in Kabul, we looked at each other and thought again about “The Hidden World of Girls.” Over the last few years we’ve been collecting small stories, shards of sound, and images that have helped us imagine this series.


    Instructions for submitting stories are here; radio stories can be heard here; and stories can be read here. There’s also a Facebook page for the project.

LinkedIn Storytelling Groups and 6-Word Stories from Practitioners

Several groups related to corporate/organizational storytelling have sprung up on LinkedIn recently (or at least have recently come to my attention). A lot of overlapping content seems to populate these groups, which confuses me a bit.

The group Corporate Storytelling has been discussing The Real Reason Stories Are Important, among other topics. (You may need to join the group to see its content and discussions). On Organizational Storytelling, members are recommending readings. Storytelling Organizations is based on the approaches of narrative scholar David Boje.

And on Stories for Business, Rachel Parkin challenged members to tell 6-word stories about themselves in the manner of the 6-word memoirs at SMITH Magazine. Some storytelling purists find the 6-word format gimmicky and antithetical to actual stories. But I find it fascinating to see the kinds of 6-word stories that story practitioners tell about themselves. Several dozen members of this group posted their 6-word bios.

Here are profiles for each of these groups:

  • Great leaders inspire their people through both actions and words. Their ability to engage, motivate and inspire through the spoken word is an essential characteristic of their leadership and forms part of their personal and organisational brand. Corporate Storytellers [sic] is for leaders in the corporate world who strongly desire to engage their people by sharing a common purpose and belief through the power of storytelling. Our greatest leaders have employed the power of the spoken word to change the course of history. Barack Obama won the American people with his inspired oratory skills and his ability to engage people through powerful stories. Leaders and managers in the corporate world can also use the power of storytelling to engage their people and drive personal and organisational performance.
  • Do you love storytelling – telling them, listening to them or reading them? Do you know a great story? Have you written a great story? Someone shared a story in [Linkedin] Questions & Answers about the recession in business, and they got 74 replies. I wondered how many more great stories (real or allegorical) there are that have the potential to inspire us all and get others on business thinking differently. So I [Alison Smith] decided to set up [Stories for Business] to see.
  • Organizational Storytelling [is] an informal group of academics and practitioners who share an interest in organizational storytelling.
  • Storytelling Organizations provides workshops, seminars, and consulting to balance narrative-past, living story emergence, and antenarrative future. Antenarrative is a bet on the future, the moves away from stuckness in past narratives, and capitalizes on living story webs of relationships. This group is open to anyone with an interest in storytelling organizations. See David Boje’s book: Storytelling Organizations (London: Sage).

Know of any other LinkedIn groups related to applied storytelling?

Q&A with a Story Guru: Barry Poltermann: Stories Are the Essence of What Binds Us as Human Beings

See a photo of Barry, his bio, Part 1 of this Q&A, Part 2, Part 3, and Part 4.


Q&A with Barry Poltermann, Questions 9, 10, 11, and 12:

Q: What’s your favorite story about a transformation that came about through a story or storytelling act?


A: We made a film called “Life of Reilly”, about

Charles Nelson Reilly. The film got limited release, but I keep getting emails from people who are inspired by it. Unexpectedly. Literally “it changed my life” kinds of emails. “I quit my job and became a teacher”, and “I came out of the closet to my parents” type of emails. To be involved in a film that changed peoples lives … kind of cool.

Q: What future trends or directions to do foresee for story/storytelling/narrative? What’s next for the discipline?

A: Is it too flowery to say that stories are the essence of what binds us as human beings? It’s true, so what the hell. From the earliest oral tradition of storytelling and the stories that were crudely painted on the inside of cave walls to the newest 3D Hollywood spectacular and everything in between — stories are at the core of what we are as people. I think we’ll see bigger stories and smaller stories and less in the middle. Meaning, I think we’ll see more Avatar in 3D and more AboutFace-Media-style short videos and stories told through social experiences online; but I think we’ll also see less in the middle. Fewer scripted television shows, fewer mid-budget feature films, fewer television commercials. Bigger and smaller — but it’s just the economics of exploiting story. Great stories will always be told. We have no choice. It’s in our nature.

Q: If you could share just one piece of advice or wisdom about story/storytelling/narrative with readers, what would it be?

A: If you’re interested in telling stories and getting good at it, do it all the time. Study great stories. Study the formulas. Study the masters. And tell your stories. All the time. Then, if you’re good at it, hopefully you’ll be able to do it successfully in your career. We at AboutFace are always looking for great storytellers, and I know a whole lot of other companies are, or will be soon, too.

Q: You say on the video clip on your site that your company chose to focus on video because it’s the fastest-growing segment of Web 2.0. In what ways does video lend itself to the kinds of stories you want to tell for your clients?

A: Video is an amazing medium for storytelling. It is lean, it is mean, it is efficient as all get out. Our clients need their story to be told in an authentic way. The web and its denizens are very adept at smelling out an ad. Anything that feels like hard-selling is going to be clicked off very quickly. These are people who are online. They have all the power. It’s not like the old days of TV where the audience had to sit and watch the commercials and wait until their show was back on. Web users know they don’t need you, and they watch you literally leaning forward with their hands on the keyboard, ready to chop off your head if they are not amused. So, rather than try to shove a message down their throats to no avail, we use documentary videos to tell them a story. It’s a different story from client to client, but the point is that we’re communicating each client’s message while offering the savvy web user something of value — a compelling story of interest to them. It’s not a hard-sell Super Bowl ad. It’s a story that puts a human face on the client and delivers the message in a framework that won’t get users clicking off because they smell a hard-sell ad. Why video? Video is imperative to our storytelling. It gives you the freedom and cost-effective ability to shoot, edit, and polish a lot of high-quality stories for a tiny fraction of what that would have cost only 10 years ago if you had to do it on film. And that doesn’t even get into the distribution side of video — being able to upload your video to all of the big sharing sites, your own site, the social-media communities at no extra cost would have been unthinkable even a decade ago. Video also is hugely advantageous for our stories and our clients because it is growing online so rapidly. Look, we all know that the point of making these videos for our clients is to get them seen by the target audience. With that target audience growing online, and watching more and more videos online, it just makes the whole process and end result that much more of a no-brainer. And, again, it costs just as much to put the video on 10 video-sharing sites as it does on one. The growth of video consumption is a key to why we’ve been able to not only get work but flourish.

Q&A with a Story Guru: Barry Poltermann: Nobody Gives a Crap About Your Message. Tell People a Story.

See a photo of Barry, his bio, Part 1 of this Q&A, Part 2, and Part 3.


Q&A with Barry Poltermann, Questions 7 and 8:

Q: Are there any current uses of storytelling that repel you or that you feel are inappropriate?

A: Those emails from Nigerian princes that tell you to send them your bank account info so you can make a million bucks repel me. Seriously, the only thing that repels me is the way that the term “story” is abused. So many times a marketer says “tell our story” and they really mean “relay our message”. Nobody gives a crap about your message. Tell people a story. If you believe that your story is all about the product (which we hear over and over), then the product better have a personality, a problem to solve, and adventure to go on. A story is not “we have the best vacuum cleaners of any brand”. A story is “I worked for years to invent the perfect vacuum cleaner and struggled to get it out there… thank god Brand X saw my vision and supported it. It turned out well in the end.”

Q: If you could identify a person (such as a celebrity) or organization who desperately needs to tell a better story, who or what would it be?

A: Do people ever answer this question? Name names? [See editor’s note below.] Ha, well, I could identify plenty of people and companies and organizations who do a sub-par job of getting their story told. I think celebrities can call their publicists, but the latter two need to stop hiding and reacting and get out there and be active, be proactive, and tell the story they want heard. That’s what we do at AboutFace, actually. We help clients tell their stories. I can’t name names on who should call us to talk about telling their stories, but they know who they are. Or at least they should. Brand image problem, transitional phase, all the usual issues abound. We’ll probably be pitching them on a series of videos shortly if we haven’t already!

[Editor’s note: Barry, your instincts are correct because this question has been the least answered in the two years I’ve been conducting these Q&As. But a few people have responded, most recently Gregg Morris, who said the Catholic Church needs a better story.]

Q&A with a Story Guru: Barry Poltermann: It’s About Heroes, Goals, and Obstacles

See a photo of Barry, his bio, Part 1 of this Q&A, and Part 2.


Q&A with Barry Poltermann, Questions 5 and 6:

Q: How important is it to you and your work to function within the framework of a particular definition of “story?” (i.e., What is a story?) What definition do you espouse?

A: At AboutFace, we very much function within the paradigm of a story with a hero, the hero’s goal, obstacles, and the hero’s journey to attain the goal. From around the world, early in storytelling, Odysseus to Gilgamesh, to the most recent Bourne movies or an episode of Top Chef, it’s about heroes, goals, and obstacles.

Q: The culture is abuzz about Web 2.0 and social media. To what extent do you participate in social media (such as through LinkedIn, MySpace, Facebook, Twitter, YouTube, Second Life, blogs, etc.)? To what extent and in what ways do you feel these venues are storytelling media?

A: We are all over social media. All over it. First of all, these venues are incredible for storytelling in that they give you the power to distribute your story to potentially millions of people. And they have the major advantage of allowing you to not only tell your story but engage in a conversation with your audience about your story, their story, other stories, whatever. Whereas the paradigm used to be about mass communications going out one way to the intended audience, now you can micro-communicate and really, actually communicate with your audience — a two-way street — which engages your audience way more than if you’re just yelling down at them with your bullhorn from the rooftop. That two-way street of communication is beneficial to the storyteller and the audience. We love social media. We live in it. But aside from just using it to reach out to your audience, in many ways social media is HOW we tell our stories. I learned this when I worked in my last venture, under the guidance of the brilliant people at 42 Entertainment… People see the videos, but the story is also told in every tweet, in every post, in every interaction. Marshall McLuhan has never been more prescient… today, truly, the message is the medium.

Q&A with a Story Guru: Barry Poltermann: Many Stories, But Not Necessarily Well-Told Stories

See a photo of Barry, his bio, and Part 1 of this Q&A.


Q&A with Barry Poltermann, Questions 3 and 4:

Q: What people or entities have been most influential to you in your story work and why?

A: My first love was movies. Growing up I watched anything and everything I could. Coppola, Scorsese… even John Waters. What’s interesting to me now is that we so many avenues for young people today to hear, watch, or read stories, whereas when I was a kid there weren’t many at all. Despite my voracious appetite for stories growing up, I wasn’t able to get as many movies or shows or books or magazines on one year as a kid today can get in one browser session. I think that as far as my work, my career in stories and storytelling, it was that generation of filmmaker that most influenced me, and still does today. But I’m a living, breathing, changing human being, so I’m certainly influenced by what I see on the Web, on my TiVo, and all the rest of it, too. The decision to start AboutFace was not only influenced by but predicated on the influence of the web, especially social media. You can’t put blinders on, you have to keep your eyes open and evolve with the times.

Q: The storytelling movement seems to be growing explosively. Why now? What is it about this moment in human history and culture that makes storytelling so resonant with so many people right now?

A: I’m not sure the storytelling movement has ever been bigger — or smaller. I think that now, with the technology to bring so much of the world together online, and with the relative low cost of things like video cameras and laptops where you can edit a video or start your own blog, there’s more opportunity for more people to tell more stories. It’s been a sort of leveling of the playing field, taking the monopolistic power of mass storytelling out of the hands of the few and putting it into the hands of the many. That said, there are certainly more stories available out there today, but you don’t necessarily see an exponential growth in the number of great, well-told stories. Like anything else, it’s a skill, it’s a craft, and if you study and practice and work at it, you’re bound to improve. If you think about Outliers, it’s those people who have logged their 10,000 hours who are most likely to master the art of the narrative, and as more people are able to have access to the tools, we’ll be lucky enough to see more stories and better stories.

Q&A with a Story Guru: Barry Poltermann: Mr. Story, Story, Story

I learned of Barry Poltermann when I came across his company, About Face Media, the tagline of which is “Let’s tell your stories.” I’m delighted that Barry responded to the maximum number of questions he possibly could have. I ask Q&A subjects to respond to five, but they are welcome to respond to more. Barry responded to all 12 submitted to him. I’m honored to present this Q&A with Barry over the next five days.

Bio: [From his company Web site] Barry Poltermann is the CEO of About Face Media, which he co-founded in 2007.

Before founding About Face, Barry was a founder of the digital production company L’Orange Studios, which produced new media marketing projects for clients such as Disney (Movies.com), Activision (the Gun videogame) and Microsoft (the X-Box 360 game console and MSN Search).

In 1999 Barry founded and was the CEO of the Internet-based film financing company Civilian Pictures (Los Angeles). Civilian Pictures financed such acclaimed independent documentaries as the Wu-Tang-Clan profile “Rock the Bells” (2006, Warner Brothers), “American Movie” (1999, Grand Jury Prize-Sundance Film Festival, Sony Pictures Classics) and “The Life of Reilly”, one of the most widely praised theatrical releases of 2007.

Barry also edited “American Movie”; directed and edited “The Life of Reilly”; and edited both “The Pool” (2007 Special Jury Prize-Sundance Film Festival) and “Collapse” (2009) for director Chris Smith.

Prior to working in independent film and new media, he founded and was president of Purple Onion Productions, a commercial film and video production company, and directed television commercials for Superior Street Productions (Chicago), and Neue Sentimental Films (Los Angeles). He has directed national campaigns for advertising agencies such as DDB Needham, Leo Burnett and JWT, and for brands such as Coca Cola, Ford Motors, All-State Insurance, McDonalds and AT&T.

As the CEO of Civilian Pictures his frequent media appearances included Fortune Magazine, Newsweek, Money Magazine, Barron’s, and NPR’s On the Media, The Motley Fool Radio Show and Marketplace. He has also been a guest on film financing panels at numerous film festivals, including Cannes and SXSW.


Q&A with Barry Poltermann, Questions 1 and 2:

Q: About Face Media “make[s] awesome, engaging little documentary videos for our clients, and then make it as easy as possible for your social media team to use web tools like Twitter, Facebook, blogs, and YouTube to get the videos seen by the widest possible audience.” What elements make a video story work well on social media and able to become viral?

A: Notice how we didn’t say “viral!” in our description! Viral is a tricky word, and no one is seemingly able to define it. Does it mean 500 views or 500,000? That said, there are lots of things that make a video story work well on social media. For example, an incredible real event, a taught story, a big laugh? Godard said “all you need to make a film is a girl and a gun”. At the end of the day, though, what it comes down to is the video has to offer the audience something of value to them. We emphasize to our clients that point — offer something of value to your audience. What that valuable thing is, well, that’s up to you to decide, whether it’s a helpful how-to tip, a sneak peak “behind the scenes”, or, perhaps, a girl and/or a gun.

Q: How did you initially become involved with story/storytelling/narrative? What attracted you to this field? What do you love about it?

A: As a kid I grew up on a farm in Genoa City, WI. Movies, television, and books really caught my imagination. It’s almost a cliché, but I knew I had to be a storyteller of some sort — although I am not sure that I would have identified it as “story telling”. I just thought it was entertainment. It really wasn’t until I started editing documentaries that I really understood and sorted out “story”. While working on AMERICAN MOVIE in 1997 and ’98 the film really didn’t work until we focused on story…. Hero’s, villains, conflict… all of the typical storytelling elements brought the film to life. And from that point on, I’ve been Mr. “story, story, story”… I think I drive my team freaking nuts with “story.”

Input Sought for Expanding the Center for Oral Narration

American journalist and academic James Borton wrote to me recently seeking assistance with his quest to expand he Center for Oral Narration at the University of South Carolina, Sumter.

Here’s what he asked me to post:

Academic seeks to review sample proposals for digital-storytelling projects, particularly community-based digital-story proposals that may have already been successfully funded. Looking for models that will help in crafting proposals as part of an expansion of the Center for Oral Narration.

Email him to respond.


Borton also authors a narrative-oriented site, All Heart Matters, the mission of which “is to provide a forum for the more than one million heart patients who experience heart surgery annually. We all know that it is a profound experience and a life-altering event. After all, moral questions do ensue about how to live when mortality is no longer a distant cousin, but a real possibility in one’s life. People do need to tell stories to make sense of their lives and so it is through our narratives that we learn to better understand ourselves.”

Borton says: “I welcome your narratives about all matters of the heart.”

Story Cements Brand Loyalty

After at least two recent vacuum-cleaner failures, we decided to get a Dyson machine. We were impressed with its features, innovative design, and advertising.

When the Dyson arrived, it immediately endeared itself to me by including the little booklet pictured here. I already knew a bit about Dyson’s story from its ads, but the story booklet reinforced and enhanced my knowledge.

It also helped cement my new loyalty to this brand. Who wouldn’t love the story (which you can also read online) about a guy who comes up with a revolutionary new idea for vacuum-cleaner technology while at a sawmill? Or the underdog aspect of this same guy unsuccessfully trying to sell the idea to vacuum manufacturers who rebuffed Dyson’s bagless design because they made so much money from selling vacuum-cleaner bags? The Japanese loved the design, though, and the royalties from sales of the G-Force model sold there enabled James Dyson to manufacture a machine under his own name.

Another underdog triumph was Dyson’s insistence on a see-through collection bin for the dirt the machine sucked up. Everyone told him a clear bin was a bad idea, but Dyson persisted, and heck yeah, I find it enormously satisfying to see how much dirt this machine sucks up.

One aspect of the story that’s in the booklet but apparently not online is that Dyson in 1999 won — after a lengthy court battle — a patent infringement suit against Hoover Europe.

Finally, you gotta love the part of the story in which Dyson gives back through the James Dyson Foundation, which “runs workshops across the globe where young people solve engineering challenges in a practical, hands-on way.”

The Dyson machine’s excellent performance makes me loyal to this brand. But its story makes me fiercely loyal.