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Beyond the Numbers

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Being a data-driven association is an asset. But numbers don’t tell the whole story. Here’s how to use the art of storytelling to bring your data to life.

As a relatively young organization, the Association of Technology Leaders in Independent Schools has enjoyed meteoric growth since it was founded in 2014. Its membership has recently grown 30 percent year over year, which the ATLIS board takes as good news. But that figure doesn’t explain everything going on with the organization, and Executive Director Christina Lewellen makes a point of sharing the story behind the numbers.

“It’s easy enough to say we’re a young organization so that growth is to be expected, but it’s not that simple,” she says. “We’ve put very intentional efforts around our outreach and membership growth initiatives. We’ve added a membership support team that’s focused on white-glove service to current and prospective members. I’ve been traveling the country. Being able to connect those dots for board members is really important.”

Building storytelling into the presentation of data is important at a time when people can be more skeptical about that data and crave context. Numbers alone won’t explain what constitutes a success or a setback for an association, says Jeffrey Cufaude, a longtime facilitation expert and former association executive. “People now seem to be more set in their ways in terms of the filters or mental models through which they’re viewing data,” he says. “I’ve seen either an unwillingness or difficulty in accepting or appreciating a story that doesn’t align with the story that they’re telling themselves about the data.”

In the context of a board discussion, then, “storytelling” might require surfacing particular assumptions that people are carrying around the importance and meaning of a data point. When someone disputes data, Cufaude says, “I ask, ‘Can others comment on their experience?’ I’m immediately going to try to broaden out the perspectives on the story or stories that data can tell to see if what this one person is asserting is representative of the group.”

“Part of our roles as leaders of associations is to get everyone aligned and rowing in the same direction, and storytelling is a really powerful tool for that.” —Christina Lewellen, executive director, Association of Technology Leaders in Independent Schools
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Building Enthusiasm

Lewellen says that much of the storytelling she delivers around data is designed to provide clarification around the meaning of a trend line. It’s also intended to remind whoever is listening about the core principles that a piece of data is speaking to. “When we look at a strategic update or a strategic planning effort, we may want to look at our origin story and remind ourselves about why we got together in the first place and how those initial reasons are still valid and still a big part of what we do,” she says.

That storytelling takes various forms. Lewellen makes annotations to graphics in ATLIS’ board portal to contextualize particular items. She also records videos for the board providing additional information—around 10 minutes for more casual check-ins, a half-hour or more for deep dives around quarterly financial reports and other substantial matters.

That effort literally puts a face on the data. It also builds an emotional attachment to the information that a chart alone can’t deliver. The videos help “get buy-in and ownership and excitement,” she says. “Part of our roles as leaders of associations is to get everyone aligned and rowing in the same direction, and storytelling is a really powerful tool for that. If everybody is amped up and excited about the direction where your organization is headed, that is far more successful than, ‘Here’s another operational update.’”

Lewellen also makes sure to encourage board members to reach out to her with questions. That’s an important element of storytelling, Cufaude says—acknowledging that the story may need to be clarified for people from different perspectives.

“If I’m doing a keynote and there are government people in the room, and corporate people, and educational institution people, I can make a point, and then I can say, ‘If you’re from government, here’s how that translates. If you’re from education, here’s what that might mean for you,’” he says. “Storytelling needs to do that as well: Use examples that bring the data to life in ways that connects to the respective audiences or stakeholders at the same time.”

Mark Athitakis

Mark Athitakis, a contributing editor for Associations Now, has written on nonprofits, the arts, and leadership for a variety of publications. He is a coauthor of The Dumbest Moments in Business History and hopes you never qualify for the sequel.

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