Story Planning - Outlining - Breaking - Carding

The editable (and thus functional) Apple Keynote files used to illustrate this post can be downloaded for a small fee. See this link.

However they do it, successful-efficient-productive story writers plan - outline - "card" - or - "break" long form stories before they write.

I've recently completed working with four different writers, helping them to break (or Outline, Plan, or Card) their story, and guide them through with the script writing, rewriting, end editing process. 

Without becoming anal or planning too deeply, story planning of the major story beats, for both the main plot and the subplots, is easily accomplished (okay, nothing good is really easy) by using one or more visual methods for outlining the story.  I've used 4" X 6" index cards on a door wall with masking tape, and I've used color Post-It's on a 4' x 8' pice of masonite with the Story Diamond outlined on it. I've tried to use Final Draft's Beat Board, but still find it limiting in ways I find Keynote freeing. 

In the last few years I've found the use of Apple's KEYNOTE application on a Mac to be easy to use, flexible, and transportable. I emailed drafts of complex carding files (in Keynote) to Dubai, Beijing, Moscow, and and yes email works here in the U.S., too.  I like Keynote over PowerPoint because Keynote is easier to use in terms of duplicating cards, adjusting fonts, colors, card alignment, and the slide size (i.e. beat board) can be as large as 8,000 x 8,000 pixels. The "slides" can be shared in various fixed formats like jpg or PDF, or you can send off the entire keynote file.  If you'd like the keynote file that created the slides below (the file will work with Keynote 10 and later) just write and ask for it. I'll send it for free though email, or post a link for you to download.

If you've followed me I keep offering up different ways to break or card-out stories. These ideas come from working with different clients and their stories, which dictate what we need to create to facilitate the communication of the story beats, and how the story is structured.   So below are a few beat plates for Story Planning I've created in Keynote, with a few comments below each image. Related is this linked post on the 8 Mini-Movie Beat Plate.

Here are the slides (or beat plates). I think you can click on any image and see a larger version. These were saved as 8K square jpegs.

TRADITIONAL CARDS ON A TABLE OR WALL

The typical 3x5 or 4x6 cards written on with a felt pen and then stuck to a wall or laid-out on a table are also easy to move around and arrange in keynote. You can add highlights to the cards or use different color cards or pens to indicate scene breaks, turning points, climaxes, etc. Or you can use different rows or columns for the story sequences.

INDIVIDUAL CHARACTER ARC BREAKDOWNS

In the above graphic each column represents the plot or subplot for a character. Seeing the chronological ordering of cards like this (in one column, top to bottom) helps me to ensure that the beats are chronologically logical. Looking at the beats for a plot in sequence allows me to check if there is an easy to understand cause and effect relationship between the beats, as the story for that column progresses down. 

One column per subplot or character arc. The first card at the top of a column names the character or subplot and the character's physical goal.  The last card in the column should indicate the resolution of the goal. Somewhere in the middle is that subplot's Moment of Grace (MOG).  All subplots whether they are 3 beats (the minimum) or 20 need: (A) to focus on ONE character (even if that character is a town or ensemble); (B) a Physical Goal; ; (C) a MOG; thus leading to (D) the arc needs to be clearly redemptive (up), tragic (down), or ironic (a little up and down). Also, each arc should illustrate the Moral Premise for the story in different ways... and yes, all the subplots and arcs in a single story need to have a common Moral Premise. 

NOTE: There is NO relationship horizontally to the cards from one column to the next. A subplot with only 3 beats might not begin until the middle of the movie. Once these individual character subplots are chronologically laid out (as above), you would place them in a beat plate like the one below in one of the subplot rows... and arrange them chronologically with respect to the other beats of the other subplots. Being able to shift these beats/cards left and right (or add or subtract beats) is critical to story planning or beating out the story. 

The final thing I keep stressing is that the Protagonist or Hero has about 50% of all the dramatic beats in the whole story. Thus, Protagonist "A" may have 45 beats, and when you add up all the other character beats and all the other subplots you should have about 45 beats for the others as well. That means while the Protagonist has 45 beats, the next largest number of beats associated with a single character may be only 20. There should be no question about who the movie is about. See also Story Structure Basics

BLANK BEAT PLATE 8000 (not sure what to call this)

This beat plate is a derivation of the 8 Mini-Movie Beat Plate without the focus of the 8 Mini Movies. Time moves left to right. The color boxes down the left side (A-Z) identify each subplot. They should have text inserted in them that label the CHARACTER and their PHYSICAL GOAL for that subplot. "A" is the main plot and will have the most beats. Across the plate horizontally (in four places) are the traditional beat numbers (1-13 Major Beats), and a few ancillary beats explained in the Story Structure Basics post. The light blue vertical spaces indicate PINCH POINTS (PP) where the antagonist creates a challenge for the protagonist. They escalate from left to right. The dark blue vertical spaces indicate TURNING POINTS (TP) where the protagonist actually takes action to change the direction of the story, because of the Pinch Points. The gray spaces between the blue columns are sequences of multiple scenes that set up the PP or TB. The theory behind this "IDEAL" structure is that there is never a dull moment in your story, and there is a regular emotional roller coaster effect from beginning to end. The actual dynamics of the story, however, will not look this regular. This is theory, don't try to match it exactly. 

COMPLETE BEAT PLATE 8000

This is what the a completed beat plate may look like just prior to writing... obviously here without any of the text in the boxes (this is an actual beat plate for a client, used with permission). Notice all the white boxes in the main "A" plot. The plot lines A, B, C, and D all belong to the protagonist. Subplots T–Z belong to other characters, one of which is an institution (Z). The number of beats for the protagonist (A–D) is close to the number of beats for all the other subplots combined (T–Z).   The white boxes that are not in the A plot are notes and not actual beats. 

I hope you can see the advantage of BEAT PLATE 8000 compared TRADITIONAL CARDS. The completed beat plate lets you easily examine the beats's interplay and chronological juxtaposition of events, that the index cards on a table do not allow. 

And, yes, the rows in this BEAT PLATE 8000 (e.g the 8 beats/cards in the orange row) correspond to the column of 8 orange cards in the INDIVIDUAL CHARACTER ARC BREAKDOWNS graphic.   (But don't try to correlate the other columns with the beat plate above. The orange column and the orange row both having 8 beats was entirely coincidental. 

If you want me to help you on your story or script, see my Script Consulting Page. 

How to Plot a Long Historical Novel

I have successfully used this story plotting technique with dozens of my screenwriting clients. Movies, however, are much shorter than (long) novels.  So, to put particulars to the work flow, this post explains the plotting effort used to construct my long historical novel Wizard Clip Haunting (WCH).

THE SIX STEPS IN MY INSTAGRAM POST ABOVE reveals why I haven't been blogging recently. I've written or edited a number of books in my career but I had never written a novel. In  2014, after several drafts of a WCH screenplay I started to think seriously about ditching the screenplay and writing the novel. The research travel I was doing in a bid to improve the screenplay provided fodder that turned out to be much more interesting as a novel. For the movie script I was limited by time and words; and the actual historical events became more interesting the more I traveled and got to know the real-life characters. (The genealogical sites like Ancestry.com and Geni.com were very helpful).

I JOKE that when I have money I make a movie, and when I don't I write or edit a book. While I wait for one screenplay to gain some traction in L.A. (there are things a-foot) and while I wait for the last book to be printed in mass in China, and while the H U G E sailboat refit project is under winter wraps until late March....I dug out the novel effort, last worked on in 2013–2014. Every time I pick it up again, there's were more significant plot points to include.

ONE OF THE IRONIC "OBSTACLES" to completing long projects,  and which I always recommend it to story clients, is to read lots of material similar to what you're trying to write. In that stead, and for his novel project, Pam and I just finished reading aloud to each other Ken Follett's Pillars of the Earth. It was a great read. I felt myself getting emotionally involved with the characters, and even got a mild case of vertigo one night. None of that happens when I watch a movie. Movies are over toooo quickly. But Pillars, due to its length (about 400K words) can last for weeks on end, two hours every night. I was sure  reading and hearing Follett's cadence for words would help when I start revising and reading out loud my own work. (Update 2023 - Follett had an effective on me. The novel is finally done and released, and it's 372,000 words. Agh! Had to self-publish it under my distribution banner since no publisher would touch it. LOL!)

The image above is actually the carded plot of the novel. I've actually written about 50K words of it, but stopped to revisit the plot and fully card it out. Here are the steps I've taken over the last few years, weeks, and days:

1. Researched the historical events. There area a few short books and dozens of articles and references in history books of the period and event itself.

2. Used the Story Diamond to identify the 13 main plot points.

3. Wrote 3 drafts of the movie screenplay.

4. Got some good and some bad notes.

5. Let the story sit for a couple years as I went onto other projects.

6. Took two road trips to research the actual events and my imagined events. One to New Orleans and Pittsburg, and a second trip to Maryland, West Virginia and eastern Pennsylvania. Both trips were immensely rewarding in terms of discovering ironic "true to history" material, which widened the story's scope—fodder I could not include in the screenplay without turning it into a mini-series (a pitch deck for a TV series now exists.)

7. Poured over the hundreds of photographs and documents and books and interview transcripts collected on those two trips. Before I committed to writing the novel, I experienced frustration because all the good stuff I was discovering would not fit into a screenplay. 

8. Made another revision of the screenplay and pitched it a few time. No takers.

9. Let it sit for a few years...went sailing, etc.

10. About 8 years ago, I wrote a few chapters as a test of my novel writing skills. I wasn't satisfied. Put it aside again. Then, last month I read Dwight Swain's "Techniques of $elling Writers" and "Hit Lit" by James Hall (recommended by my friend "The Other Chris Pratt")  Both books revealed that I was doing a lot of things right, and they gave me the courage to take the novel seriously. So,  I re-edited those early chapters and wrote a few more, read them aloud to Pam. We both liked them.

11. The original Story Diamond was not geared for a novel, however, but for a movie. I also realized that the Diamond was not formatted (being in the diamond shape) to track subplots easily. For that I needed a WIDE horizontal surface. I have a vertically mounted 4'x8' Story Diamond on casters that I roll out for clients who come to my office for beating out a story. In that process we use a drawer full of colorful 3"x3" Post-Its. 

Stored behind the Story-Diamond-on-casters are a couple pieces of 3/16" black Foamcor I use for small set lighting (or blocking the light).  I got them out and set them side-by-side behind my desk, and opened the drawer of Post-It's. Now, I was able to break the story according to characters and subplots and keep each on its own colorful row. The picture on the left is 3/4 of the whole thing toward the end of the exercise. (I found the Post-It's stuck better once I dusted off the Foamcor. : )



But I was not going to be able to let this piece of Foamcor sit as a reference in the walkway behind my desk for the year it would take to write. And as more ideas came, I'd need to write out some detail notes that would not fit on the Post-It's. So I opened up Apple's Keynote, which I use for creating the slides for my workshops, and opened a new file that was 4,000 pixels (W) and 1,500 pixels (H) and recreated the Post-It plot board into Keynote. It took me a day to create the file you see here. Click on it to enlage.

Although I work on a Medium speed Mac Pro with two large displays (which I use to edit 2K and 4K videos) Keynote is not designed for such a large file. It claims to be only 451K (not big, really), but with this many cards and objects on a single large "slide" it requires some patience. The app only slowed down, however, toward the end. (I use Keynote as well for creating Story Diamond files but set the Keynote file and my monitor vertical.) Keynote is much better (on the Mac) for this sort of thing than anything else, including Power Point. It's very easy to create, color and align objects, and change the size of both cards and text in them. [BTW: these are TEXT boxes filled with color, not rectangles with text overlaid in them. Thus, there is ONE object per card to move and manipulate, not two.]

12. Once I got all the cards in place (along with a number of story notes (the cards with a lot of text on them), I grouped them with green rectangles to denote preliminary chapter groupings, with each card within a green rectangle being a scene or a sequel (see Scene-Sequel post). The light pink near the top row are my SCENE GOALS, and the dark pink are the SCENE DISASTERS. The SEQUELS are not always individually carded but are implied by the contents. The blue is the antagonist, and the other colors are minor characters. The white boxes at the top represent most of the 13 traditional beats of a story, and the yellow boxes are dates to keep the chronology in order—since this is a historical story that takes place over a 37 year period with both of the story taking place over just 4 years.

13. I write long form projects in Scrivener, as I did the first draft of this project's screenplay (I finish up screenplays in Final Draft and novels in MS Word). I love Scrivener's flexibility for moving text blocks around. I used the old screenplay file for the novel. While I have about 50K already written of the first chapters, I will now populate the Scrivener folders/chapters with the chapters designated by the green rectangles in the Keynote Card file, and identify the doc-files/scenes within each Scrivener chapter by the individual cards in the Card Plot file.

14. Finally, as I write in Scrivener on my right display, the Keynote card file will occupy my left screen, along with other writing aids like my favorite thesaurus: http://www.onelook.com/reverse-dictionary.shtml. Thus, I can keep updating the card plot as I write, and it allows me a bird's-eye view of the story, showing me how the scene I'm currently writing connects to the whole.

Blessings,

stan