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Editorial Skills for Charities
          Workshop
      26 January 2012


www.charitycomms.org.uk
SOURCING,
INTERVIEWING
AND WRITING UP
CASE STUDIES
MARTINE GALLIE
FREELANCE JOURNALIST
WWW.MARTINEGALLIE.CO.UK



January 27, 2012
SOURCING CASE
STUDIES
• Through your frontline staff
• Fundraising and other events
• Website and social networks
• Routine paperwork
• Targeted round-robin emails
• Postcards or leaflets




January 27, 2012
SETTING UP YOUR
INTERVIEW
• Face to face is better than phone which is better than
  email
• Arrange a time that’s convenient for them
• Send some background information
• Make sure you have plenty of time available
• Contact them on the day to remind them
• Think about how you will take notes




January 27, 2012
STARTING THE
INTERVIEW
• Take all of their personal details (including contact details)
• Record which activities they are willing to be involved in
• Assure them that their interview will be kept confidential
• Assure them that you will contact them first if someone
  wants to use their story
• Ask for a photo
• Give them your contact details




January 27, 2012
IT’S ALL ABOUT
LISTENING
• Have a normal conversation
• Use open questions
• Listen actively
• Look for the emotional journey
• Steer the conversation




January 27, 2012
MORE INTERVIEWING
TIPS
• Make sure you understand everything
• Prompt them to carry on
• Ask how your charity has helped
• Ask “Is there anything you would like to add?”
• Check availability over next few days




January 27, 2012
WRITING UP CASE
STUDIES
• Just type it up
• Highlight key quotes
• Send it to your case study for checking
• Do a short, anonymous version with plenty of impact
• File everything securely




January 27, 2012
WRITING A CASE-
STUDY FEATURE
• Write as you talk
• Don’t feel you have to start at the start and end at the end
• Use third person to move action on or highlight charity’s
involvement
• Just bash it out and edit the next day




January 27, 2012
PLACING CASE
STUDIES

•Sell them in if possible
•Either phone or email is fine
•Think about audiences rather than media outlets
•Write your pitch – think head, sell, intro plus case study




January 27, 2012
IN CONCLUSION

•Working with case studies is:
       •     time consuming
       •     a huge responsibility
       •     incredibly effective
       •     rewarding




January 27, 2012

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Sourcing, interviewing and writing up case studies

  • 1. Editorial Skills for Charities Workshop 26 January 2012 www.charitycomms.org.uk
  • 2. SOURCING, INTERVIEWING AND WRITING UP CASE STUDIES MARTINE GALLIE FREELANCE JOURNALIST WWW.MARTINEGALLIE.CO.UK January 27, 2012
  • 3. SOURCING CASE STUDIES • Through your frontline staff • Fundraising and other events • Website and social networks • Routine paperwork • Targeted round-robin emails • Postcards or leaflets January 27, 2012
  • 4. SETTING UP YOUR INTERVIEW • Face to face is better than phone which is better than email • Arrange a time that’s convenient for them • Send some background information • Make sure you have plenty of time available • Contact them on the day to remind them • Think about how you will take notes January 27, 2012
  • 5. STARTING THE INTERVIEW • Take all of their personal details (including contact details) • Record which activities they are willing to be involved in • Assure them that their interview will be kept confidential • Assure them that you will contact them first if someone wants to use their story • Ask for a photo • Give them your contact details January 27, 2012
  • 6. IT’S ALL ABOUT LISTENING • Have a normal conversation • Use open questions • Listen actively • Look for the emotional journey • Steer the conversation January 27, 2012
  • 7. MORE INTERVIEWING TIPS • Make sure you understand everything • Prompt them to carry on • Ask how your charity has helped • Ask “Is there anything you would like to add?” • Check availability over next few days January 27, 2012
  • 8. WRITING UP CASE STUDIES • Just type it up • Highlight key quotes • Send it to your case study for checking • Do a short, anonymous version with plenty of impact • File everything securely January 27, 2012
  • 9. WRITING A CASE- STUDY FEATURE • Write as you talk • Don’t feel you have to start at the start and end at the end • Use third person to move action on or highlight charity’s involvement • Just bash it out and edit the next day January 27, 2012
  • 10. PLACING CASE STUDIES •Sell them in if possible •Either phone or email is fine •Think about audiences rather than media outlets •Write your pitch – think head, sell, intro plus case study January 27, 2012
  • 11. IN CONCLUSION •Working with case studies is: • time consuming • a huge responsibility • incredibly effective • rewarding January 27, 2012