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STEP TWO 
(i.e., how to actually do it) 
@LeslieBradshaw ||#StepTwo || #INBOUND14 
visual storytelling’s
howdy :)
I am the Managing Partner of their NYC office 
& head up marcom globally
I am the Managing Partner of their NYC office 
& head up marcom globally 
In my career, I’ve helped pioneer visual storytelling 
efforts on behalf of some awesome brands
AGENDA
AGE ND A 
(Latin: “Things fit to be done”)
The underpant stealing gnome dilemma. 
The production of visual storytelling dilemma. 
Your romantic relationship with visual storytelling. 
The nitty gritty of visual storytelling. All 12 gritty steps. 
Post script: what makes a visual storytelling team tick.
The underpant stealing gnome dilemma. 
The production of visual storytelling dilemma. 
Your romantic relationship with visual storytelling. 
The nitty gritty of visual storytelling. All 12 gritty steps. 
Post script: what makes a visual storytelling team tick.
The underpant stealing gnome dilemma. 
The production of visual storytelling dilemma. 
Your romantic relationship with visual storytelling. 
The nitty gritty of visual storytelling. All 12 gritty steps. 
Post script: what makes a visual storytelling team tick.
The underpant stealing gnome dilemma. 
The production of visual storytelling dilemma. 
Your romantic relationship with visual storytelling. 
The nitty gritty of visual storytelling. All 12 gritty steps. 
Post script: what makes a visual storytelling team tick.
The underpant stealing gnome dilemma. 
The production of visual storytelling dilemma. 
Your romantic relationship with visual storytelling. 
The nitty gritty of visual storytelling. All 12 gritty steps. 
Post script: what makes a visual storytelling team tick.
UNDERPANTS 
! 
GNOMES 
! 
ROMANCE 
! 
GRIT
#STEPTWO
STEP ONE: 
collect underpants
STEP TWO:
STEP THREE: 
profit.
STEP ONE: 
decide to use 
visual storytelling
STEP TWO:
STEP THREE: 
profit.
THE ROMANCE
THE FLIRTATION… 
you “like” and “share” visual content from other brands
THE FLIRTATION… 
you “like” and “share” visual content from other brands
THE SEDUCTION… 
everyone is doing it! they look so successful!
THE HEARTBREAK… 
time 
producing good work is hard 
budget
THE HEARTBREAK… 
trust = weak 
time coordinating 
stakeholders externalities 
data = weak approvals story = weak 
overly 
branded 
producing good work is hard 
budget
THE HEARTBREAK… 
budget 
timing 
just “off” 
design = weak 
trust = weak 
time overplayed 
coordinating 
stakeholders externalities 
lost in 
translation 
beat to the 
punch 
approvals 
tactic 
data = weak 
no 
ROI 
story = weak 
overly 
branded 
producing good work is hard and it doesn’t always work out
THE NITTY GRITTY
PLAN THE WORK, WORK THE PLAN 
1. Customer 
Research 
2. Identify 
Opportunities 
3. Test Propositions 
(Repeat 1 - 3) 
4. Supplementary 
Research 
Get out in the field. Ask 
open-ended questions. 
OBSERVE real behaviors. 
Distill your findings. Extract 
out the opportunities. Let 
the data speak for itself. 
Start with sketches + small 
batches. Don’t blow your 
budget on one BIG idea. 
Do you have all the data 
you need to make a sound 
argument? No? Go fish. 
5. Analysis 
6. Creative Brief 
Development 
7. Sketch / 
Wireframes 
8. Copywriting 
Combine what you know + 
what you’ve learned. Be 
ruthless RE: cutting fat. 
Combine goals, mandatory 
elements, dimensions, 
sketches. 
Don’t be afraid of pen and 
paper. Or Balsamiq. 
Everyone should contribute. 
Respect a designer’s time by 
buttoning up the copy and 
nailing character count. 
9. Moodboards & 
Styleframes 
10. Combine 
Design + Copy 
11. Edit 
12. Release, Refine, 
Reuse 
Explore styles through 
mood boards (Pinterest!) 
and rough color mock ups. 
Sort of like folding the dry 
ingredients into the egg 
mixture. Taste the batter! 
Get a fresh set of eyes on 
all aspects of the asset. 
Release and monitor 
performance. Templatize 
and watermelon smash. 
PHASE 3 PHASE 2 PHASE 1
PHASE 1 
evidence over opinion
over opinion 
over your goals 
evidence 
customer
over opinion 
over your goals 
evidence 
customer 
strategy 
over tatical enthusiasm
1. CUSTOMER RESEARCH 
Flickr: darronb
2. IDENTIFY OPPORTUNITIES 
Flickr: nathangibbs
3. TEST PROPOSITIONS 
my pic :-)
4. SUPPLEMENTARY RESEARCH 
Flickr: jacobgutierrezflores
small batches over BDUF 
PHASE 2
small batches over BDUF
over BDUF 
small batches 
co-design 
over table tennis
over BDUF 
small batches 
co-design 
T.E.A.M. over “creatives” 
over table tennis
5. ANALYSIS 
Flickr: internetarchivebookimages
6. CREATIVE BRIEF 
my doc :-)
7. SKETCH / WIREFRAME 
Flickr: baldiri
team’s rough sketches
turned into this…
8. COPYWRITING PRECISION 
Flickr: mamchenkov
PHASE 3 
continuous improvement over finitude
continuous improvement over finitude
over finitude 
continuous improvement 
over marketing fluff 
real value
over finitude 
over marketing fluff 
over profit 
continuous improvement 
real value 
trust
9. MOODBOARDS & STYLEFRAMES 
Pinterest: 
Tiffany Farrant Gonzalez 
Mark Kulakoff 
Jehoaddan Kulakoff
10. COMBINE DESIGN + COPY 
Flickr: benward
11. EDIT WITH FRESH EYES 
Flickr: nics_events
12. RELEASE, REFINE, REUSE 
Flickr: joeybls 
Concept: @jchernov
Video eBook 
resources time
Video eBook 
Script = Blog Posts 
resources time 
Vector Images = Template Building Blocks 
Styleframes = Snackables for Social 
Animatics = Gifs 
Thesis 
Evidence 
Authors 
Graphics
FINAL ADMISSIONS
Respecting the process is key. 
The second step is always hard. 
Used to sell it, still believe in it. Most of the time.
Respecting the process is key. 
The second step is always hard. 
Used to sell it, still believe in it. Most of the time.
Respecting the process is key. 
The second step is always hard. 
Used to sell it, still believe in it. Most of the time.
SPECIAL THANKS
@tiffanyfarrant 
@marklemunyon 
@ChristianJDay @supnah 
@TheTraceyCarl 
@Kyle_Musgrave 
@alixmcalpine 
@ripetungi 
@olsonchr 
@RobynCantTweet 
@ripetungi 
@jennykarn 
@jchernov 
@nishachittal 
@michael_hendrix 
@theEABrown 
@sarahEhill 
@kulakoff 
@JehoaddanK
leslie@madebymany.com 
PLEASE STAY IN TOUCH :) 
@lesliebradshaw
POST SCRIPT: 
WHAT MAKES YOUR 
TEAM TICK? 
! 
WHAT TICKS YOUR 
TEAM OFF?
“…the client allows us to experiment 
and trusts our vision without injecting 
heavy-handed branding or logos.” 
! 
! 
! 
- @alixmcalpine 
creative, BuzzFeed 
I LOVE IT WHEN…
I LOVE IT WHEN… 
“… the client knows exactly how 
the content will be used, and then 
repurposed.” 
! 
- @supnah 
content strategist, BitTorrent
“…the client fully shares the brand with 
me. Not just a brand guide, but the 
raison d’être… it’s a lot more genuine if 
we're telling the story of the company 
as well [as the product].” 
- @olsonchr 
content strategist 
I LOVE IT WHEN…
“… the client hands over the all 
the data, and says: ‘we think this is 
the story, but would like for you 
to help us refine / find it’.” 
! 
! 
- @ripetungi 
information designer 
I LOVE IT WHEN…
“Good content should deliver on 
both business needs and user 
needs. It's easy for clients and agency 
folks to keep the business needs in 
mind, but fighting for value for the 
end user can be difficult at times.” 
! 
- @Kyle_Musgrave 
content strategist, Havas Worldwide
"The hardest parts of a visual 
storytelling project are all at the 
beginning, when your focus is on 
crafting strong content before even 
beginning the visual work.” 
! 
- @michael_hendrix 
strategist, US Chamber of Commerce Foundation
“It's easy to get excited about the data 
set and to want to share everything 
you have. But there's a real art in 
cutting the fluff to reveal the singular 
message you want to get across.” 
! 
! 
- @jennykarn 
co-founder, Beutler Ink
“Sketches are the key to happiness, smooth 
approvals and sunshine all around. 
! 
One of our designers sketches things by hand 
with pencil to paper and I love that we have 
a tangible product on our side to hold on to 
after a project is completed.” 
! 
- @alixmcalpine 
creative, BuzzFeed
I HATE IT WHEN… 
“… the client is married to one visual 
solution instead of being open to letting 
the designer explore ideas.” 
! 
! 
! 
- @RobynCantTweet 
art director, Beutler Ink
I HATE IT WHEN… 
“… the client gives piecemeal feedback 
and copy updates round after round 
after round, when … we could have 
received the feedback in one complete 
round — our time is as valuable as 
theirs!” 
! 
- @ChristianJDay 
creative director, Knight Studios
“… the client doesn't have a clear 
objective for telling the story in the first 
place. Why will your audience find this story 
of value? Who is the audience you are 
telling this story to?” 
! 
- @TheTraceyCarl 
content strategist 
I HATE IT WHEN…
“…the client judges the world 
through a camera instead of 
their eyes.” 
! 
! 
- @theEABrown 
strategist 
I HATE IT WHEN…
“… my boss asks for the impossible, or asks 
for sky high conceptual ideas without 
understanding the executional realities.” 
! 
! 
! 
- @nishachittal 
strategist, msnbc 
I HATE IT WHEN…
I HATE IT WHEN… 
“… the client shoehorns their 
marketing objectives into the 
story.” 
! 
! 
! - @marklemunyon 
client manager, NOBODY
“… decides the creative strategy 
before proper research and 
team brainstorming.” 
! 
! 
- @sarahEhill 
content strategist 
I HATE IT WHEN…
“… I am told I only have a 
width of 600px to work with.” 
! 
! 
! 
- @tiffanyfarrant 
information designer 
I HATE IT WHEN…
I HATE IT WHEN… 
“… the client starts with the 
visual, before allowing the data 
to reveal the story it wants to 
tell.” 
- @ripetungi 
information designer
I HATE IT WHEN… 
“… the client is certain they 
want to say X very emphatically, 
but is pretty sure X is not actually 
true or that any evidence exists 
for it.” 
- @supnah 
content strategist, BitTorrent
leslie@madebymany.com 
PLEASE STAY IN TOUCH :) 
@lesliebradshaw

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VISUAL STORYTELLING'S STEP TWO I.E., HOW TO ACTUALLY USE IT [INBOUND 2014]

  • 1. STEP TWO (i.e., how to actually do it) @LeslieBradshaw ||#StepTwo || #INBOUND14 visual storytelling’s
  • 3. I am the Managing Partner of their NYC office & head up marcom globally
  • 4. I am the Managing Partner of their NYC office & head up marcom globally In my career, I’ve helped pioneer visual storytelling efforts on behalf of some awesome brands
  • 6. AGE ND A (Latin: “Things fit to be done”)
  • 7. The underpant stealing gnome dilemma. The production of visual storytelling dilemma. Your romantic relationship with visual storytelling. The nitty gritty of visual storytelling. All 12 gritty steps. Post script: what makes a visual storytelling team tick.
  • 8. The underpant stealing gnome dilemma. The production of visual storytelling dilemma. Your romantic relationship with visual storytelling. The nitty gritty of visual storytelling. All 12 gritty steps. Post script: what makes a visual storytelling team tick.
  • 9. The underpant stealing gnome dilemma. The production of visual storytelling dilemma. Your romantic relationship with visual storytelling. The nitty gritty of visual storytelling. All 12 gritty steps. Post script: what makes a visual storytelling team tick.
  • 10. The underpant stealing gnome dilemma. The production of visual storytelling dilemma. Your romantic relationship with visual storytelling. The nitty gritty of visual storytelling. All 12 gritty steps. Post script: what makes a visual storytelling team tick.
  • 11. The underpant stealing gnome dilemma. The production of visual storytelling dilemma. Your romantic relationship with visual storytelling. The nitty gritty of visual storytelling. All 12 gritty steps. Post script: what makes a visual storytelling team tick.
  • 12. UNDERPANTS ! GNOMES ! ROMANCE ! GRIT
  • 14. STEP ONE: collect underpants
  • 17.
  • 18. STEP ONE: decide to use visual storytelling
  • 22. THE FLIRTATION… you “like” and “share” visual content from other brands
  • 23. THE FLIRTATION… you “like” and “share” visual content from other brands
  • 24. THE SEDUCTION… everyone is doing it! they look so successful!
  • 25. THE HEARTBREAK… time producing good work is hard budget
  • 26. THE HEARTBREAK… trust = weak time coordinating stakeholders externalities data = weak approvals story = weak overly branded producing good work is hard budget
  • 27. THE HEARTBREAK… budget timing just “off” design = weak trust = weak time overplayed coordinating stakeholders externalities lost in translation beat to the punch approvals tactic data = weak no ROI story = weak overly branded producing good work is hard and it doesn’t always work out
  • 29. PLAN THE WORK, WORK THE PLAN 1. Customer Research 2. Identify Opportunities 3. Test Propositions (Repeat 1 - 3) 4. Supplementary Research Get out in the field. Ask open-ended questions. OBSERVE real behaviors. Distill your findings. Extract out the opportunities. Let the data speak for itself. Start with sketches + small batches. Don’t blow your budget on one BIG idea. Do you have all the data you need to make a sound argument? No? Go fish. 5. Analysis 6. Creative Brief Development 7. Sketch / Wireframes 8. Copywriting Combine what you know + what you’ve learned. Be ruthless RE: cutting fat. Combine goals, mandatory elements, dimensions, sketches. Don’t be afraid of pen and paper. Or Balsamiq. Everyone should contribute. Respect a designer’s time by buttoning up the copy and nailing character count. 9. Moodboards & Styleframes 10. Combine Design + Copy 11. Edit 12. Release, Refine, Reuse Explore styles through mood boards (Pinterest!) and rough color mock ups. Sort of like folding the dry ingredients into the egg mixture. Taste the batter! Get a fresh set of eyes on all aspects of the asset. Release and monitor performance. Templatize and watermelon smash. PHASE 3 PHASE 2 PHASE 1
  • 30. PHASE 1 evidence over opinion
  • 31. over opinion over your goals evidence customer
  • 32. over opinion over your goals evidence customer strategy over tatical enthusiasm
  • 33. 1. CUSTOMER RESEARCH Flickr: darronb
  • 34. 2. IDENTIFY OPPORTUNITIES Flickr: nathangibbs
  • 35. 3. TEST PROPOSITIONS my pic :-)
  • 36. 4. SUPPLEMENTARY RESEARCH Flickr: jacobgutierrezflores
  • 37. small batches over BDUF PHASE 2
  • 39. over BDUF small batches co-design over table tennis
  • 40. over BDUF small batches co-design T.E.A.M. over “creatives” over table tennis
  • 41. 5. ANALYSIS Flickr: internetarchivebookimages
  • 42. 6. CREATIVE BRIEF my doc :-)
  • 43. 7. SKETCH / WIREFRAME Flickr: baldiri
  • 46. 8. COPYWRITING PRECISION Flickr: mamchenkov
  • 47. PHASE 3 continuous improvement over finitude
  • 49. over finitude continuous improvement over marketing fluff real value
  • 50. over finitude over marketing fluff over profit continuous improvement real value trust
  • 51. 9. MOODBOARDS & STYLEFRAMES Pinterest: Tiffany Farrant Gonzalez Mark Kulakoff Jehoaddan Kulakoff
  • 52. 10. COMBINE DESIGN + COPY Flickr: benward
  • 53. 11. EDIT WITH FRESH EYES Flickr: nics_events
  • 54. 12. RELEASE, REFINE, REUSE Flickr: joeybls Concept: @jchernov
  • 56. Video eBook Script = Blog Posts resources time Vector Images = Template Building Blocks Styleframes = Snackables for Social Animatics = Gifs Thesis Evidence Authors Graphics
  • 58. Respecting the process is key. The second step is always hard. Used to sell it, still believe in it. Most of the time.
  • 59. Respecting the process is key. The second step is always hard. Used to sell it, still believe in it. Most of the time.
  • 60. Respecting the process is key. The second step is always hard. Used to sell it, still believe in it. Most of the time.
  • 62. @tiffanyfarrant @marklemunyon @ChristianJDay @supnah @TheTraceyCarl @Kyle_Musgrave @alixmcalpine @ripetungi @olsonchr @RobynCantTweet @ripetungi @jennykarn @jchernov @nishachittal @michael_hendrix @theEABrown @sarahEhill @kulakoff @JehoaddanK
  • 63. leslie@madebymany.com PLEASE STAY IN TOUCH :) @lesliebradshaw
  • 64. POST SCRIPT: WHAT MAKES YOUR TEAM TICK? ! WHAT TICKS YOUR TEAM OFF?
  • 65. “…the client allows us to experiment and trusts our vision without injecting heavy-handed branding or logos.” ! ! ! - @alixmcalpine creative, BuzzFeed I LOVE IT WHEN…
  • 66. I LOVE IT WHEN… “… the client knows exactly how the content will be used, and then repurposed.” ! - @supnah content strategist, BitTorrent
  • 67. “…the client fully shares the brand with me. Not just a brand guide, but the raison d’être… it’s a lot more genuine if we're telling the story of the company as well [as the product].” - @olsonchr content strategist I LOVE IT WHEN…
  • 68. “… the client hands over the all the data, and says: ‘we think this is the story, but would like for you to help us refine / find it’.” ! ! - @ripetungi information designer I LOVE IT WHEN…
  • 69. “Good content should deliver on both business needs and user needs. It's easy for clients and agency folks to keep the business needs in mind, but fighting for value for the end user can be difficult at times.” ! - @Kyle_Musgrave content strategist, Havas Worldwide
  • 70. "The hardest parts of a visual storytelling project are all at the beginning, when your focus is on crafting strong content before even beginning the visual work.” ! - @michael_hendrix strategist, US Chamber of Commerce Foundation
  • 71. “It's easy to get excited about the data set and to want to share everything you have. But there's a real art in cutting the fluff to reveal the singular message you want to get across.” ! ! - @jennykarn co-founder, Beutler Ink
  • 72. “Sketches are the key to happiness, smooth approvals and sunshine all around. ! One of our designers sketches things by hand with pencil to paper and I love that we have a tangible product on our side to hold on to after a project is completed.” ! - @alixmcalpine creative, BuzzFeed
  • 73. I HATE IT WHEN… “… the client is married to one visual solution instead of being open to letting the designer explore ideas.” ! ! ! - @RobynCantTweet art director, Beutler Ink
  • 74. I HATE IT WHEN… “… the client gives piecemeal feedback and copy updates round after round after round, when … we could have received the feedback in one complete round — our time is as valuable as theirs!” ! - @ChristianJDay creative director, Knight Studios
  • 75. “… the client doesn't have a clear objective for telling the story in the first place. Why will your audience find this story of value? Who is the audience you are telling this story to?” ! - @TheTraceyCarl content strategist I HATE IT WHEN…
  • 76. “…the client judges the world through a camera instead of their eyes.” ! ! - @theEABrown strategist I HATE IT WHEN…
  • 77. “… my boss asks for the impossible, or asks for sky high conceptual ideas without understanding the executional realities.” ! ! ! - @nishachittal strategist, msnbc I HATE IT WHEN…
  • 78. I HATE IT WHEN… “… the client shoehorns their marketing objectives into the story.” ! ! ! - @marklemunyon client manager, NOBODY
  • 79. “… decides the creative strategy before proper research and team brainstorming.” ! ! - @sarahEhill content strategist I HATE IT WHEN…
  • 80. “… I am told I only have a width of 600px to work with.” ! ! ! - @tiffanyfarrant information designer I HATE IT WHEN…
  • 81. I HATE IT WHEN… “… the client starts with the visual, before allowing the data to reveal the story it wants to tell.” - @ripetungi information designer
  • 82. I HATE IT WHEN… “… the client is certain they want to say X very emphatically, but is pretty sure X is not actually true or that any evidence exists for it.” - @supnah content strategist, BitTorrent
  • 83. leslie@madebymany.com PLEASE STAY IN TOUCH :) @lesliebradshaw