Hello {{first_name|Storyteller}}.

Someone agrees to be photographed, quoted and named. What they never agree to is being described, years later, as the hardest chapter of their life, in the present tense.

This week is a worked example of how that happens without anyone meaning it to, and how to check what you're still calling people.

Case file 3 of 4

For four editions, I'm trying a new format. Each one works through a single composite case: the version most people would use, what's wrong with it, and the rewrite. The framework, template and AI prompt then help you do the same with your own work.

So far: case file 1 was the number that tells a funder nothing, and case file 2 was the five minutes in a room.

Each case is an anonymised composite, drawn from many conversations I've had with charities and social impact teams over the last two years, then combined and changed so it isn't any one of them. The names, details and numbers are illustrative.

There's a one-click question at the end. Your answers help decide whether this format stays.

THIS WEEK'S BIG IDEA
Case file 3: the label

The case (composite)

  • The organisation: a small charity that helps people move from homelessness into stable housing. Seven staff.

  • The asset: a case study on their website, published three years ago. A photo, a first name and a quote.

  • The consent: a signed form covering his story, his photo and his quote, on the website, in reports and on social media.

  • What has changed: Daniel (not his real name) has had a tenancy of his own for two and a half years. He works full time and has moved to another borough.

The version most people would have

❝

Daniel is homeless. He's 34 and has been sleeping in his car for three months. 'I don't know where I'll be next week,' he says.

Under the photo: "Daniel, a homeless man we supported." On the page, a tag: Homelessness. In the annual report: "Homeless people supported: 212." In the database: Status: Homeless.

Nothing here was wrong when it was written. The form was signed. The quote was his. The number was counted.

What's wrong with it

The word that's wrong is "is".

Three years on, the page still says Daniel is homeless, in the present tense, with his photo and his first name. Anyone who knows him and finds it will read it as news.

You can take a story down in an afternoon. A label is harder, because it doesn't live in one place. It's in the headline, the caption, the tag, the database field, the mailing segment, the number in the report, the name of a folder on the shared drive and two conference slides. Nobody's job is to withdraw it, and the consent form didn't cover it anyway. It covered the story. Nobody asked about the word.

Then there's the uncomfortable middle. Labels rarely get updated because they're what the funding was won on. Reclassifying Daniel means one fewer person in a number. Nobody decides to leave it. It just stays.

There's a cost to you as well. A funder who reads "Daniel is homeless" on your website and "we helped people into housing" in your report is holding two versions that don't match, and will wonder which one to believe.

A better way to think about it

There are two kinds of consent in every case study. The first is consent to the story. The second is consent to the word you used to file the person. Almost everyone asks for the first. Almost nobody asks for the second.

I know what it is to outgrow a label. In 2014 I was a bereaved fiancé, and that was accurate. It's a strange way to introduce me now that I'm married. Nobody asked whether I wanted to keep it. People did, because it was the easiest way to introduce me.

So use this test. Would the person recognise themselves in the way you describe them now?

Then three actions:

  • Date it. "Was", and a year, instead of "is".

  • Ask them. How would they like to be described now? "Please don't mention it at all" is a perfectly good answer, and it should be easy to give.

  • Review the label when you review consent. Consent has a half-life, as I wrote in The consent that expires. The label has one too. Check them together.

The rewrite

Here's the same case study, rewritten. It's still a composite.

❝

In 2023, Daniel was sleeping in his car. Now he has a tenancy of his own and works full time. He chose how this is described, and checked it again in October 2026.

Look at what's different.

It starts in the past and arrives in the present. "Was", with a year, not "is".

Daniel is no longer the subject of a status. He's the person who chose the words, and the page says so.

And there's a review date, so the next person to open it knows it was checked.

The back end changes too:

  • The database field moves from Status: Homeless to Supported 2023 to 2024.

  • The old annual report stays as a dated record. New reports count "people supported during the year", not "homeless people".

  • The caption, the tag, the mailing segment and the folder name are all changed to match, or removed.

And the consent form gets one more line:

❝

How we describe you: we'll use words you're comfortable with. We'll check them with you every [x] years, and sooner if you ask. If you'd like a description changed or removed, tell [name] and we'll do it within [a time you can keep].

If Daniel says he'd rather the case study came down, it comes down. That's a real loss. It's also his to choose.

If you're on the other side of the table

If you fund or partner with charities, you can change what you get back by changing one question. Instead of "How many homeless people did you help?", try: "How many people did you support this year, and where are they now?" The first question rewards a charity for keeping a label. The second rewards it for what changed.

And if your company reuses a charity's story in its own materials, ask one thing before you do: "When did you last check this with the person?"

One thing this case doesn't solve

Printed reports and PDFs that have already gone out can't be recalled. Date them from now on, and fix the label in everything new.

Some people can't be reached. If you can't ask, put it in the past tense with a date, or take it down.

Some people choose a label and keep it with pride. "Survivor", "care leaver" and "refugee" can all be words people want. The point is that it's their choice, and it can change.

And some labels say more than the person ever chose to say. If a label touches something private, like health, sexuality, gender identity, immigration status or a conviction, assume they may be less open about it than your page makes them. Ask privately, through someone they trust, and stop sharing it further while you do.

THE IMPACT STORYTELLING COLLECTIVE
Somewhere to check it with others

Checking a label is easier with other people. Somebody to ask "would you be comfortable with that?" before it goes anywhere. That's what the Impact Storytelling Collective is for: a home for charity and social impact leaders, with live workshops, co-working sessions and honest feedback from people doing the same work.

It opens on Monday 9 November to a small group of 10 to 15 founding members, who join free and help me shape it. Once it's ready, it opens to everyone.

Join the list and I'll let you know when the doors open.

Would you like to be a founding member? Reply to this email and tell me a little about your work. Founding places are by invitation, and I'll be in touch.

AI prompt: Find the labels that have expired

This prompt audits a list of the labels your organisation holds about people in its stories. It makes a table of where each label sits and how old it is, flags which labels are most likely to be out of date and which carry the most risk if they are, and tells you who would have to agree to change each one. It suggests the smallest honest step for the hardest places, writes an open, optional question you could ask each person, and tells you what you might really lose by updating. It won't decide how anyone should be described, and it won't invent anything.

Before you paste: paste labels, not stories. Swap real names for made-up ones, and take out anything else that could identify the people you support.

Copy and paste it into Claude or Gemini.

This AI prompt is accessible to subscribers of this newsletter. It's free to subscribe, and all you need to provide is your email address ↓

Does this format work for you?

This is the third of four case files. One click tells me whether it's more useful than what I usually send, and there's space to add a line on why.

Send me your case

Got a case study you're not sure about? Or a grant renewal, a board report, a number nobody seems to notice?

Reply to this email, or message me on LinkedIn, and describe it in a few lines. I'll pick some to work through as case files in future editions.

If I use yours, I'll take out anything that could identify you, your organisation or the people you work with, and I'll show you the case before it goes out.

Final thoughts

A story can come down in an afternoon. A label takes a decision.

Ask what you still call people. Then ask them what they'd like to be called.

Until next week, please take care.

Warm regards,

Matt Mahmood-Ogston
Award-winning impact storyteller, photographer and charity CEO.
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