Storytelling at Work: A Trainer’s Practical Playbook

I share storytelling tips I’ve earned in my work as a global Trainer. 

This article is part of our Life at Work Series — where we explore the practices, challenges, and lessons that shape our professional lives.

A Good Story Can Transform How People Learn, Connect & Remember

After a training session earlier this year, a Participant said this to me:

I just loved all the stories you shared.  It made the course so much more real for me.  How can I improve my own storytelling skills?

That question got me thinking about what makes storytelling so effective at work.  So I came up with three practical tips I’ve learned as a Trainer that anyone can use.

Step 1:  Collect raw material (So you have stories to tell)

Don’t put the cart before the horse. You can’t be a storyteller without stories.

The good news? Your stories don’t have to be epic. Small, everyday moments are often the best source material — especially when they reveal something true about people or work.

A simple three-beat arc helps you spot and shape stories:

  1. Hero — a person we can root for (often you).
  2. Challenge — a trial, tension, or unexpected turn.
  3. Change — what shifted; what you learned.

I use this arc when I tell the story of becoming a Trainer.

  1. Hero: I moved from VP of Finance to VP of Contact Center Operations.
  2. Challenge: I felt out of my depth, even while my bosses were happy.
  3. Change: I invested time, effort, and money to master the discipline — which led me into professional training, helping people in the Customer domain do better work.

Start building a simple “story bank” — notes on moments that made you think, laugh, or change your mind. Those are keepers.

I like what film actress Rene Zellweger is quote as saying – “You cannot be a good storyteller if you don’t have life experiences.”

Step 2: Decide your intention (why this story, here, now?)

Clients don’t hire me to tell stories all day.

They hire me to help & inspire people to do better work. So every story in a class serves a clear purpose and sits in a deliberate place in the learning journey.

  • Intention: “Experts have blind spots.”
    I tell the story about my former boss and her green Jaguar to show how even senior leaders don’t know what they don’t know — and how data can challenge assumptions.
    (Related post: Contact Centre KPIs — the Green Jaguar.)

  • Intention: “People do what they’re measured on.”
    I share how Contact Center Agents began hanging up to increase calls per hour — a cautionary tale about metric design and unintended consequences.

  • Intention: “Observe the real world.”
    Watching the Kung Fu Panda character at a theme park became a lesson in ethnographic research — how observing behavior can improve a child’s experience.

When you choose a story, finish this sentence before you tell it:
“After this story, I want people to…” (know / feel / try / stop doing / ask for).

Step 3: Design the delivery (how you’ll tell it so it lands)

When people hear the word “storytelling,” they tend to jump to delivery. But delivery works only if you’ve chosen the right story and the right intent.

Now, plan how you’ll tell it. This is learnable craft — structure, sequence, and performance choices.

  • Structure: Use the three-beat arc. Keep it tight: setup → tension → change.
  • Scene: Put us somewhere. Who’s there? What’s at stake?
  • Signals: Use phrases like “What I didn’t know yet was…” to guide attention.
  • Silence & pace: Let key moments breathe.
  • Body: If it fits your style, use movement.

My own delivery tends to be kinetic — with physical movements.

Daniel Ord speaks at the DACH Customer Excellence Awards 2024In my Green Jaguar Story, I set a clear scene: my boss drives up in her green Jaguar.  So I tell three Agents to sign off and hide in the pantry.

She walks into the Contact Center — not knowing I’ve sent three Agents away. Then I ask the group, “What did she see?”

People visualize the floor.  And then say, “Everyone is busy!”

That’s rigth — so I lift my arms and ask, “So, what specifically went up?”

They call out, “Occupancy.”

And what went down?” “Service Level.”

Arms up, arms down — suddenly it’s a chicken dance as we connect all the key metric relationships.

People laugh — and they remember.

You can study this craft. I took a storytelling class with Bernadette Jiwa that sharpened my structure. Books help too. Made to Stick by Chip & Dan Heath is a favorite on making ideas engaging and memorable.

A quick example: placing a story in a presentation

When I build a presentation, I look for the moment where a story can:

  • crystallize an idea,
  • shift how people feel,
  • or create a memory hook.

I draft the story using the three-beat arc, then decide the delivery choices that best serve the intention.

Tell your own stories when you can

As a Trainer, relevant and engaging stories come with the territory — and I prefer to use my own. There’s a time and place for case studies, of course. But personal stories often land deeper — for the audience, and for me.

The story you tell could be the one that changes how your audience thinks, feels, and acts.
Craft it well. Rehearse it. Tell it with intention.

Thank you for reading!

I regularly share stories, strategies, and insights from our work across Contact Centers, Customer Service, and Customer Experience.  If this resonates, I’d love to stay connected.

You can drop me a line anytime, or subscribe via our website.

Daniel Ord
[email protected]
www.omnitouchinternational.com

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