Spreadsheets – Characters in a Nutshell (Part 1)

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Last month I mentioned that I go a bit insane with spreadsheets.  Truth be told, my close friends probably think I should be locked away and not allowed to touch another spreadsheet program in my life.  So yes, I’ll admit it, I have a problem.

My name is Kim, and I’m a spreadsheet addict. :)

But I can’t help it!  Because of the way my brain works, I need this structure to help me organize not only my characters, my scenes, and my turning points, but…well, basically everything.  So, in an attempt to share the scary madness that goes on inside my brain, I’ll be spending the next few of my posts trying to explain how I map out my characters and plot—and I do this all before I ever type a single word into a document.

Please note, if the mere thought of spreadsheets and structure strike fear in your heart and compel you to run screaming from your computer, I do apologize.  I’m not trying to change you, and I do understand that not all people are like this.  Honestly, I wish I was less like this.  But please don’t leave!  At least scan through the post and leave me a comment telling me how insane I am. :)   Hopefully, though, you’ll pick up a nugget or two of information you can use at some point in your own process.

And if structure makes you feel all warm and fuzzy, and a smile lights up your face simply from the word ‘spreadsheet’, you ARE in the right place!  I can’t guarantee my process will be exactly right for you, but again, hopefully I’ll share enough that you’ll find something that works for you, and you’ll finish this article even more warm and fuzzy than when you started.

OK, let’s get going.

To begin with…Characters.

Although what often kicks off a story in my head is a plot idea or location, I always start by mapping out my characters first.  They drive everything for me.  And even though I’ve tried to do it differently several times, if I don’t know my characters well enough—their loves and desires, motivations, and messed up and twisted backgrounds—I just can not get very far in figuring out anything else.  So out I pull the first of my character spreadsheets.

Spreadsheet #1 – Character Requirements

NOTE: A couple years ago, I had the pleasure of sitting through a two-hour workshop given by Michael Hauge at RWA’s National Conference.  This workshop solidified several things in my mind with both creating memorable characters and intertwining the character arcs, the relationship arc, and the plot all together.  I took the majority of what I learned that day and fit it into the worksheets I already used.  My Character Requirementsworksheet comes entirely from his “Journey of Transformation,” though it isn’t nearly as thorough and complete as his definition.  If you ever get the chance to see/hear Michael Hauge in person, I HIGHLY recommend it!

This worksheet consists of seven things you need to figure out about both the hero and heroine before moving on to spreadsheet #2.

1) Longing

The longing is the deeply held desire the hero(ine) is paying lip service to, but not pursuing because it is too frightening.

2) Wound

The wound is an unhealed source or continuing pain the hero(ine) believes is behind her, but is actually only suppressed because it is not healed.  It can be a single event, usually occurring in adolescence, or an ongoing situation.

3) Belief

The belief is what caused the wound, how the world works, etc…

4) Fear

Because of the wound, a belief is taken on, and that causes fear of it (the wound) happening again.

5) Identity

The identity is the hero(ine)’s persona or false front presented to the outside world.  It is the mask they wear that protects them from the fear happening.  Answering the following question will find the character’s identity:  I’ll do whatever is takes to [achieve my goal], just don’t ask me to __________, because that’s just not me.

6) Need

The longing is expressed, but not pursued.  The need is not expressed.  It is generally a need for connection.  (You do not have to have both a longing and a need for your characters, but you must have at least one.)

7) Essence

Who do they have the potential to become?  Remove all the protective stuff, and the essence is what is left.

*****

That’s it for the Character Requirements spreadsheet. Fairly simple, huh?  But keep in mind, this is the basis for everything that drives your characters, so understanding these seven pieces of information is one of the most critical components in creating well-rounded, credibly motivated characters.

I tend to come back and tweak this first phase several times throughout both the up-front analysis and the actual writing of the book.  Things always change no matter how well I think I’ve got them figured out.  But there’s no reason you can’t go back and change it if you get into your story and your character seems to have slightly different issues than you’d previously imagined.  Trust me, they’ll let you know if your initial outline of them was right or not.

I won’t go into my other character spreadsheet, Character GMC Chart, today.  It’s the meatiest one and I fear that if I tack it onto this post, it’ll not only make the pantsers eyes glaze over (any of you still with me?), but the plotters as well. :)   So, I’ll save that for a post all on its own.  As a preview, though, the Character GMC Chart covers: character arc, archetype, personality type, GMC (internal and external as well as story and big goals), defining traits, character flaws, error in thinking, lesson to be learned, background and just general characteristics.  Whew!  See why I’m saving that one for its own day?

But I will give you a few more pieces of genius from Michael Hauge before I stop.  These apply specifically to the seven items I just covered, and carry forward to the next step where I define goals.

►   Character Arc is the transformation from living fully in one’s identity to living fully in one’s essence.

►   The internal conflict is the hero’s tug-of-war between their essence and their identity.

►   The only way to get your longing (or need) is to give up your identity and live in your essence.

►   Identities have one function—to keep us safe (emotionally, etc.), and your characters must believe their identities are who they really are.

►   Giving up identity is scarier than death.

►   You can live in identity and be safe but unfulfilled, or you can go after your essence and be scared to death.

That’s it for today!  I hope this wasn’t too long, and that a few of you got something from it.  If it only made your head hurt and your eyes cross, please forget you ever read this!

What you do to figure out your characters?  Do you have your own worksheets you start with?  Or maybe you have character worksheets you fill out after your first draft, after you’ve gotten to know your characters a little better?  I love learning what others do so that I can improve my own process, so please share!

Comments

Elisa Beatty says:

Wow! The Michael Hauge stuff sounds terrific!! Has he written it down anywhere?

Can you explain what “belief” is (a bit more)?

I’m not a spreadsheet girl, myself, but I do think it would enrich my characters to try to work through this.

Thanks, Kim!!

Kim Law says:

He’s written several books, Elisa. I have “Writing Screenplays That Sell” though I haven’t read it word for word. I NEED to, I know! Those two hours were so good, I can’t imagine how much I could get from the entire book. I also know he’s going to be at a conference in Dallas in March that I’m seriously considering going to just because of him!

Belief…I’m not sure I can explain it personally any better than just giving an example. A lame example, probably, but it’s late, therefore I have an excuse for not thinking too hard.

Say you’ve got a guy whose mother walked out on him and his dad when he was 6, on the day they found out he (the kid) has a serious illness/flaw/whatever. He forever might believe that that weakness/trouble was what caused his mother to walk…therefore, women walk when weakness/pressure/bad happens.

Does that help?

Elisa Beatty says:

YES! That makes it totally clear.

I love how psychological this is.

That’s really interesting, because you can imagine how different people would learn different lessons from that single event.

Kim Law says:

Right. We could come up with numerous possibilities, but whatever “belief” the character develops stems back to that one event.

I find the psychology of all this really interesting too.

CJ Chase says:

I have the Hauge lecture on CD (now loaded on my iPod), and I listen to it over and over.

One of my favorite pre-writing helps is Alicia Rasley’s Character Interview. It goes far beyond hair and eye color to defining a character’s personality with questions like “How well do you know yourself?” and “How do you decide if you can trust someone?” (I’m having trouble finding it on her site. Scroll down on this site
http://www.coloradospringsfictionwritersgroup.org/resources/character_workbook.pdf.)

Kim Law says:

Thanks for the link, CJ. I’ll check it out. And ooohhh…I forgot about the lectures. I could just get that instead of figuring out how to get to Dallas in March. Then I could listen to it over and over. Thanks!

Tamara Hogan says:

Kim, thanks for letting people know about the awesomeness of Michael Hauge. He did a full-day session on story structure at my local RWA chapter’s Fall Harvest Workshop in September. Hauge is a dynamic presenter, and his psychological approach to character development is right up my alley.

Kim Law says:

I know, isn’t he awesome? I keep waiting for him to make it to somewhere a little closer to me and I’d definitely be there!

I have a confession to make. I always considered myself a pantser, but I use spreadsheets too. (Don’t Tell Annie.)

I start with character, too, but I do first person journals. That’s when they tell me all sort of stuff about their past. Their fears, desires and goals. What ends up happening when I write these two or three character journals is I end up with a mini-synopsis.

When I plot the story (using the word plot rather loosely) is when I pulls out my “Vogler” spread sheet. I have it set up in acts like the character arc in the Hero’s Journey. It’s pretty sketchy in the beginning because I’m still a pantser at heart, after all.

Then I close it and start writing. At this stage I’m more interested in getting the character’s voice in my head, so I start writing.

If I run into a speedbump, I go back to the spreadsheet to see if I’m missing a key element in the story arc.

Elise Hayes says:

I love this idea of the character journals, Marie-Nicole. I may need to try this!

Kim Law says:

Thanks for sharing your process, Marie! I promise not to tell Annie :)

I hadn’t thought about character journals before. I guess I have done a brain dump concerning character backstory before (when I had too much in my head and just needed a place to dump the info). Interesting things did come from that, but it’s not anything I’ve done religiously. And never in first person! How interesting. I think I might try that with my WIP to see what else might come out I could use. Thanks!

Shea Berkley says:

A character journal sounds interesting and not as intimidating as a spreadsheet for a pantser. I’ve heard of it before, but never tried it. I may have to give it a go.

Addison Fox says:

Kim:

This is SO awesome!

First of all, it’s so incredibly detailed – I love it!

Second, I am always, always fascinated to learn about other people’s processes. I find it endlessly amazing that we all have the same goal at the end – a finished manuscript – yet each of us has a vastly different way of getting there.

Addison

Kim Law says:

Me too, Addison. So many paths we all take to get to the same end result. Very, very interesting. I’ve thought for years I wish I’d gone into psychology. I love studying how/why people do things.

Liz Talley says:

Spreadsheets give me the heebie-jeebies. There. I said it. I don’t use them BUT I do have to get to know my characters pretty well before I start writing their story. And I do use a GMC chart (or have with the past two books)

Other than that, if I write down everything about my characters and everything that happens to them, along with turning points and the dark moment, then I feel that I have nothing left to write. Part of my love of writing is finding out what the characters are going to do as I write. I like the thrill of the write.

I’ve tried to plot everything for a whole book. I did character arcs, every aspect, and then wrote not ONE word. It was done before I started.

But I admire you, Kim. That is something I couldn’t (or maybe wouldn’t) do. Props to you, sister!

Kim Law says:

Oh, Liz. Admiration isn’t the right word, here. Maybe fear :) My brain is a scary, scary place! It’s just not right!

Seriously, I wish I wasn’t quite so much like this, but if I try to write without knowing as much as I can about the characters and the plot, I literally get sick to my stomach. It is so stressful for me. But, as with my last story, if the outline just flows out of me, I finish with my spreadsheets and am rejuvenated. Thrilled beyond belief. And so hyped to write the entire thing and see what else happens along the way. Yes, things always change a bit, but knowing where I’m going makes it all so much more fun for me.

Isn’t it cool how we’re all so different?

I’m with you Liz. If I knew what was going to happen. How it ends. Who the bad guy is? I’m not sure I’d write it. Sometimes I think I’m merely writing to entertain myself, and if others want me to entertain them too…welcome aboard.

Elise Hayes says:

I haven’t actually used spreadsheets for my plotting or character work yet, Kim, but I love, love, love this character spreadsheet you developed (and definitely plan to adapt it for my own use).

I think I hear spreadsheets calling my name…

Kim Law says:

Oh, Elise…welcome to the dark side. If you hear that lovely sound of the spreadsheets calling, you might as well embrace it and just hold on for the ride :) I can’t wait to see what you think about the spreadsheets of mine that are multi-paged and get into some serious detail. They might scare you and cause you to slam the door on the voices!

I haven’t used spreadsheets, but I did attend an all-day workshop with Michael Hauge a few months ago. Your spreadsheet is great. It sums up the whole day in one page!

Kim Law says:

Thanks, Phyllis! I think maybe he summed up his whole day lecture in the two-hour one I heard, because these items are straight from my notes. He really does an amazing job of making you understand how to create characters.

Great blog, Kim. I’m a form/table junkie too. I wrote a 20-page Character/Plotting guide that includes character survey forms, GMC/identity-essence charts, and brainstorming questionnaires for myself, which I then turned into a workshop called The Art of B.I.T.C.H.craft. B.I.T.C.H. is my acronym to describe a heroine Brave, Intelligent, Talented, Compassionate, Hottie (at least in the hero’s eyes). I have another one for the hero, B.A.S.T.A.R.D. Brilliant, Attractive, Successful, Tender, Ass-kicking, Romantic Dude

Kim Law says:

Very funny titles, Laurie! Sounds like some great workshops!!

OK, I’m a pantster who starts with spreadsheets. Weird? You bet, but I’ve been kinda weird all my life, so I don’t mind. I use spreadsheets to organize my characters because I have to know some things about them before I begin writing. I also leave a lot of things blank and fill them in as I discover the information.

I haven’t seen the character information put out quite like you did re: Hauge’s techniques/questions. I like it. Now I have more stuff to play with. I’ll have to check my iPod and find that workshop. Do you remember what year it was?

Kim Law says:

I think it was in Dallas in 2007, Tricia, but not positive. It could have been San Fran, but I had that BAD sunburn all week, and was about half out of it all the time so I doubt I would have gotten as much out of it then.

Glad I gave you some new things to play with in your spreadsheets! I sort of felt the same way as he was explaining it. Always exciting to me to find new ways to figure out my characters.

CJ Chase says:

Yes, 2007.

Workshops 12-99 and 12-100 (it was a 2-hour session called “From Identity to Essence”), with a later (followup) session about plot and character, 12-117 (called “Uniting Plot Structure and Character”). (Not that my iPod puts the workshops in numberical order–I can’t see any logic to how the workshops are arranged.)

For those interested in getting it:
https://www.billspro.com/rwa/RW07cat.pdf

Kim Law says:

Ah, I was thinking each was one hour. I forgot I ended up sitting through three hours of him. I loved the Plot Structure and Character one too. It filled in several holes I hadn’t yet really put together in my mind. Thanks!

Kim, that is the scariest thing I’ve ever seen. *GGG* But I’m a pantster all the way. ;)

Hauge was Dallas in 2007. It was my first conference, and I still remember all the people crowding into the room. I skipped it when I realized there was no way I was getting inside. :)

Kim Law says:

Oh no, Lynn…this isn’t scary. Stop back the next couple of months to see the rest of them and then you’ll fully understand scary! :)

Thanks for popping in! And for clarifying when Hauge was at Nationals.

Shea Berkley says:

This is so incredibly detailed, Kim. I’m amazed at anyone who can do this.

I’m not a plotter. I’ve got to be honest. Plotting scares me bloodless. I’m afraid if I know too much about the story, I’ll start to lose interest and then never finish the book. At the most I’ve written down chapter headings a few chapters ahead of where I’m at in the story.

To be honest, I wish I were a little more like you. It sounds like it would keep the stress level a tad lower.

Kim Law says:

It definitely does keep my stress level down, Shea. I’m sure it wouldn’t for some people, because the mere thought of this much structure causes stress in others. But I think why it helps me so much is, knowing everything I can before I start, if helps my mind calm down and not panic, therefore freeing it up to be creative and throw all kinds of goodness into the writing. Otherwise, it sits up there in my head, clenched up into a tight ball, refusing to cooperate :) Odd visual of a brain, huh?

Pamela Cayne says:

I’m a panster (actually a 65/35 hyrbid–a planster), but I adore Michael Hauge. (Saw him in Dallas, too and have since ordered some of his seminars from his site.) This is such a fabulous way to combine some of his teachings–I cannot thank you enough!

Kim Law says:

Thanks, Pamela!

And with all this talk, I suspect I’ll be ordering seminars soon myself. I figure I could learn massive amounts even from the screenwriting stuff that isn’t so much slanted toward love stories.

Shoshana Brown says:

>> Character Arc is the transformation from living fully in one’s identity to living fully in one’s essence

I love this–it’s such an easy-to-understand way to sum up character arc. I’ll have to check out Michael Hauge’s books.

Off to fill out some spreadsheets. :)

Kim Law says:

I know!!!

I remember sitting in that workshop, understanding character arcs, but still struggling to figure out what it was going to be with each new story, and he made that statement. I swear, there were probably lightbulbs going off over everyone’s heads :) I know mine lit up!

rita says:

I think beliefs shape a characters values and decisions. They are generalizations based on their view of a past event. Beliefs aren’t necessarily true or false—they’re just beliefs. But a character sees his or her beliefs as true. It takes some event to make a character examine and then reject his or her beliefs. (What makes the character arc and change.) Most characters in romance novels have misguided beliefs about love.
Knowing what your characters beliefs are before you begin the story helps you to know how they will act when put to the test.
I firmly believe the more you know about a character before you begin writing the easier it is to complete your MS. I haven’t tried the spread sheets. I use the big easel paper, but am willing to give it a go Kim. Thanks

Kim Law says:

I hope the help, Rita!

And you are so right…they aren’t necessarily true are false, just beliefs, but the character always see that as the truth (at least in the beginning.)

Gretchen says:

I like your kind of crazy. It works for me. Now if I only had the discipline you do ;)

Kim Law says:

Heehee…you know you are feeding my craziness everytime I see that you “get” one of my spreadsheets. It could become a bad thing.

Discipline…it’ll come. Very few have it from the beginning. I know I didn’t. Heck, I still struggle with it. But the more I study how other people do it, and the more I write, and just generally the more I “get” it, the easier it is to have the discipline because you know that in the end there’s a decent chance you’ll have accomplished something worthwhile. You’ll get there!

Kim, this is truly awesome! I’m a great lover of the spreadsheet. And now you’ve got me salivating. Any way to get copies of your genius? *G*

I’ve done the plotting of my last two/three books using Michael Hauge’s Screenplay Structure, and found it incredibly useful for solidifying my major turning points and figuring out where the heck I’m going. :)

I always feel like I don’t go deep enough with my characters, though, and I can see where this spreadsheet gets to the heart of a character’s conflict. Love it! Thanks for sharing!

Kim Law says:

Oh! Salivating! How exciting :)

I’ll see what I can do about getting it to you, Cynthia!

Wow Kim! I will go sit in the corner with my note cards now. :) Seriously, I am a plotter. I usually plot the story out and know a bit about the characters and their backgrounds when I start a new ms. But with this ms, since I have 4 main characters (middle grade genre), I am working on a character board listing their traits, with notecards. Then I put it in a document on my computer. I added a new character trait this time, birth order (see, I had to sneak in my new favorite character identification trait). I am trying to get to know my characters better before starting the ms because a friend of mine told me that works for her.

Thanks for the amazing post!

Kim Law says:

Hey, Rae Ann!!!

I’m excited now. Maybe I should add birth order to my spreadsheets, too. Can’t believe I haven’t thought of that before! Actually, there’s something about my current hero that is giving me problems and it just occurred to me, maybe it’s because I have him as the baby of the family and he’s not really got the right personality to be the last child. Hmmm….he might have just become a middle child. Thanks!!

So tell me, do you have different colored note cards? If so, then you don’t have to sit in the corner :)

Sorry to report, but my note cards are plain old white.

Thanks, Kim/ I jot my notes in a disorganized scribbler and expand as I write. Love getting to know my characters and when I get stuck, it’s usually because I need to know more about them. Next book, I’m going to try to be more organized–spreadsheet sounds good.

Kim Law says:

Good luck with working on the organization, Bev. Be careful, though. I find all this organization a very good way to procrastinate the actual writing somtimes :)

Darynda Jones says:

This is fantastic, Kim!!! I am such a plotter, I can’t believe I don’t use these things yet. I am more than willing to try, tho. I think they would come in especially handy for series with mulitple books with the same characters. I forget so many things between books and have to go back, grrr…

Thanks for this!
~D~

Kim Law says:

Yes, I think that would be handy too for series. I know that I often rely on my spreadsheets if I come back way after a story is finished or even if I set it aside for a while and come back to finish later. All I have to do to fully remember my characters is read through my spreadsheets.

Kim, This awesome and scary to me, a panister. But I can see the benefit in keeping your characters true to themselves as you write the story.

I have to admit, I’ve never heard of Michael Hauge. I’ll definitely have to check him out.

Kim Law says:

Definitely look him up, Autumn. He’s a great speaker, so if you see him at a conference, seriously consider going just for that! It wouldn’t disappoint.

Elisa Beatty says:

I just realized you can actually click on the spreadsheet above, and see all the details…and presumably save it, yes??

I’m excited! (also, the UPS guy just dropped off my box full of Golden Heart entries!!!! So I’m wishing I didn’t have to cook dinner and could just go bust it open! Woo-hoo!!)

Kim Law says:

Haha! Did you get to that UPS delivery last night, Elisa? Sometimes you just need to let others fend for themselves (for dinner) and dig in!

And no, you can’t actually save the spreadsheet as an xls. I only uploaded a picture of it. Sorry! I might consider sending it to you though :)

Diana Layne says:

Kim,

chiming in late, but this was great! I can’t wait to see your more detailed character chart!

Kim Law says:

Thanks, Diana. I’m already worried about how to keep it small enough for one post! There will be a lot of detail packed onto one page!

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