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12 Hero’s Journey Stages Explained (+ Free Templates)

From zero to hero, the hero’s journey is a popular character development arc used in many stories. In today’s post, we will explain the 12 hero’s journey stages, along with the simple example of Cinderella.

The Hero’s Journey was originally formulated by American writer Joseph Campbell to describe the typical character arc of many classic stories, particularly in the context of mythology and folklore. The original hero’s journey contained 17 steps. Although the hero’s journey has been adapted since then for use in modern fiction, the concept is not limited to literature. It can be applied to any story, video game, film or even music that features an archetypal hero who undergoes a transformation. Common examples of the hero’s journey in popular works include Star Wars, Lord of the Rings, The Hunger Games and Harry Potter and the Philosopher’s Stone.

  • What is the hero's journey?

Stage 1: The Ordinary World

Stage 2: call of adventure, stage 3: refusal of the call, stage 4: meeting the mentor, stage 5: crossing the threshold, stage 6: tests, allies, enemies, stage 7: the approach, stage 8: the ordeal, stage 9: reward, stage 10: the road back, stage 11: resurrection, stage 12: return with the elixir, cinderella example, campbell’s 17-step journey, leeming’s 8-step journey, cousineau’s 8-step journey.

  • Free Hero's Journey Templates

What is the hero’s journey?

The hero’s journey, also known as the monomyth, is a character arc used in many stories. The idea behind it is that heroes undergo a journey that leads them to find their true selves. This is often represented in a series of stages. There are typically 12 stages to the hero’s journey. Each stage represents a change in the hero’s mindset or attitude, which is triggered by an external or internal event. These events cause the hero to overcome a challenge, reach a threshold, and then return to a normal life.

The hero’s journey is a powerful tool for understanding your characters. It can help you decide who they are, what they want, where they came from, and how they will change over time. It can be used to

  • Understand the challenges your characters will face
  • Understand how your characters react to those challenges
  • Help develop your characters’ traits and relationships

Hero's Journey Stages

In this post, we will explain each stage of the hero’s journey, using the example of Cinderella.

You might also be interested in our post on the story mountain or this guide on how to outline a book .

12 Hero’s Journey Stages

The archetypal hero’s journey contains 12 stages and was created by Christopher Vogler. These steps take your main character through an epic struggle that leads to their ultimate triumph or demise. While these steps may seem formulaic at first glance, they actually form a very flexible structure. The hero’s journey is about transformation, not perfection.

Your hero starts out in the ordinary world. He or she is just like every other person in their environment, doing things that are normal for them and experiencing the same struggles and challenges as everyone else. In the ordinary world, the hero feels stuck and confused, so he or she goes on a quest to find a way out of this predicament.

Example: Cinderella’s father passes away and she is now stuck doing chores and taking abuse from her stepsisters and stepmother.

The hero gets his or her first taste of adventure when the call comes. This could be in the form of an encounter with a stranger or someone they know who encourages them to take a leap of faith. This encounter is typically an accident, a series of coincidences that put the hero in the right place at the right time.

Example: An invite arrives inviting the family to a royal ball where the Prince will choose a wife.

Some people will refuse to leave their safe surroundings and live by their own rules. The hero has to overcome the negative influences in order to hear the call again. They also have to deal with any personal doubts that arise from thinking too much about the potential dangers involved in the quest. It is common for the hero to deny their own abilities in this stage and to lack confidence in themselves.

Example: Cinderella accepts the call by making her own dress for the ball. However, her stepmother refuses the call for her by not letting her go to the ball. And her step-sisters ruin her dress, so she can not go.

After hearing the call, the hero begins a relationship with a mentor who helps them learn about themselves and the world. In some cases, the mentor may be someone the hero already knows. The mentor is usually someone who is well-versed in the knowledge that the hero needs to acquire, but who does not judge the hero for their lack of experience.

Example: Cinderella meets her fairy godmother who equips her with everything she needs for the ball, including a dress and a carriage.

The hero leaves their old life behind and enters the unfamiliar new world. The crossing of the threshold symbolises leaving their old self behind and becoming a new person. Sometimes this can include learning a new skill or changing their physical appearance. It can also include a time of wandering, which is an essential part of the hero’s journey.

Example: Cinderella hops into the carriage and heads off to the ball. She has transformed from a servant into an elegant young lady. 

As the hero goes on this journey, they will meet both allies (people who help the hero) and enemies (people who try to stop the hero). There will also be tests, where the hero is tempted to quit, turn back, or become discouraged. The hero must be persistent and resilient to overcome challenges.

Example: At the ball, Cinderella meets the prince, and even see’s her stepmother and stepsister. She dances with Prince all night long making her step-sisters extremely jealous.

The hero now reaches the destination of their journey, in some cases, this is a literal location, such as a cave or castle. It could also be metaphorical, such as the hero having an internal conflict or having to make a difficult decision. In either case, the hero has to confront their deepest fears in this stage with bravery. In some ways, this stage can mark the end of the hero’s journey because the hero must now face their darkest fears and bring them under control. If they do not do this, the hero could be defeated in the final battle and will fail the story.

Example: Cinderella is having a great time at the ball and nearly forgets about the midnight rule. As she runs away in a hurry, her glass slipper falls off outside the palace.

The hero has made it to the final challenge of their journey and now must face all odds and defeat their greatest adversary. Consider this the climax of the story. This could be in the form of a physical battle, a moral dilemma or even an emotional challenge. The hero will look to their allies or mentor for further support and guidance in this ordeal. Whatever happens in this stage could change the rest of the story, either for good or bad. 

Example: Prince Charming looks all over the kingdom for the mysterious girl he met at the ball. He finally visits Cinderella’s house and tries the slippers on the step-sisters. The prince is about to leave and then he sees Cinderella in the corner cleaning.

When the hero has defeated the most powerful and dangerous of adversaries, they will receive their reward. This reward could be an object, a new relationship or even a new piece of knowledge. The reward, which typically comes as a result of the hero’s perseverance and hard work, signifies the end of their journey. Given that the hero has accomplished their goal and served their purpose, it is a time of great success and accomplishment.

Example: The prince tries the glass slipper on Cinderella. The glass slipper fits Cinderella perfectly, and they fall in love.

The journey is now complete, and the hero is now heading back home. As the hero considers their journey and reflects on the lessons they learned along the way, the road back is sometimes marked by a sense of nostalgia or even regret. As they must find their way back to the normal world and reintegrate into their former life, the hero may encounter additional difficulties or tests along the way. It is common for the hero to run into previous adversaries or challenges they believed they had overcome.

Example: Cinderella and Prince Charming head back to the Prince’s castle to get married.

The hero has one final battle to face. At this stage, the hero might have to fight to the death against a much more powerful foe. The hero might even be confronted with their own mortality or their greatest fear. This is usually when the hero’s true personality emerges. This stage is normally symbolised by the hero rising from the dark place and fighting back. This dark place could again be a physical location, such as the underground or a dark cave. It might even be a dark, mental state, such as depression. As the hero rises again, they might change physically or even experience an emotional transformation. 

Example: Cinderella is reborn as a princess. She once again feels the love and happiness that she felt when she was a little girl living with her father.

At the end of the story, the hero returns to the ordinary world and shares the knowledge gained in their journey with their fellow man. This can be done by imparting some form of wisdom, an object of great value or by bringing about a social revolution. In all cases, the hero returns changed and often wiser.

Example: Cinderella and Prince Charming live happily ever after. She uses her new role to punish her stepmother and stepsisters and to revitalise the kingdom.

We have used the example of Cinderella in Vogler’s hero’s journey model below:

journey 9 steps

Below we have briefly explained the other variations of the hero’s journey arc.

The very first hero’s journey arc was created by Joseph Campbell in 1949. It contained the following 17 steps:

  • The Call to Adventure: The hero receives a call or a reason to go on a journey.
  • Refusal of the Call: The hero does not accept the quest. They worry about their own abilities or fear the journey itself.
  • Supernatural Aid: Someone (the mentor) comes to help the hero and they have supernatural powers, which are usually magical.
  • The Crossing of the First Threshold: A symbolic boundary is crossed by the hero, often after a test. 
  • Belly of the Whale: The point where the hero has the most difficulty making it through.
  • The Road of Trials: In this step, the hero will be tempted and tested by the outside world, with a number of negative experiences.
  • The Meeting with the Goddess: The hero meets someone who can give them the knowledge, power or even items for the journey ahead.
  • Woman as the Temptress: The hero is tempted to go back home or return to their old ways.
  • Atonement with the Father: The hero has to make amends for any wrongdoings they may have done in the past. They need to confront whatever holds them back.
  • Apotheosis: The hero gains some powerful knowledge or grows to a higher level. 
  • The Ultimate Boon: The ultimate boon is the reward for completing all the trials of the quest. The hero achieves their ultimate goal and feels powerful.
  • Refusal of the Return: After collecting their reward, the hero refuses to return to normal life. They want to continue living like gods. 
  • The Magic Flight: The hero escapes with the reward in hand.
  • Rescue from Without: The hero has been hurt and needs help from their allies or guides.
  • The Crossing of the Return Threshold: The hero must come back and learn to integrate with the ordinary world once again.
  • Master of the Two Worlds: The hero shares their wisdom or gifts with the ordinary world. Learning to live in both worlds.
  • Freedom to Live: The hero accepts the new version of themselves and lives happily without fear.

David Adams Leeming later adapted the hero’s journey based on his research of legendary heroes found in mythology. He noted the following steps as a pattern that all heroes in stories follow:

  • Miraculous conception and birth: This is the first trauma that the hero has to deal with. The Hero is often an orphan or abandoned child and therefore faces many hardships early on in life. 
  • Initiation of the hero-child: The child faces their first major challenge. At this point, the challenge is normally won with assistance from someone else.
  • Withdrawal from family or community: The hero runs away and is tempted by negative forces.
  • Trial and quest: A quest finds the hero giving them an opportunity to prove themselves.
  • Death: The hero fails and is left near death or actually does die.
  • Descent into the underworld: The hero rises again from death or their near-death experience.
  • Resurrection and rebirth: The hero learns from the errors of their way and is reborn into a better, wiser being.
  • Ascension, apotheosis, and atonement: The hero gains some powerful knowledge or grows to a higher level (sometimes a god-like level). 

In 1990, Phil Cousineau further adapted the hero’s journey by simplifying the steps from Campbell’s model and rearranging them slightly to suit his own findings of heroes in literature. Again Cousineau’s hero’s journey included 8 steps:

  • The call to adventure: The hero must have a reason to go on an adventure.
  • The road of trials: The hero undergoes a number of tests that help them to transform.
  • The vision quest: Through the quest, the hero learns the errors of their ways and has a realisation of something.
  • The meeting with the goddess: To help the hero someone helps them by giving them some knowledge, power or even items for the journey ahead.
  • The boon: This is the reward for completing the journey.
  • The magic flight: The hero must escape, as the reward is attached to something terrible.
  • The return threshold: The hero must learn to live back in the ordinary world.
  • The master of two worlds: The hero shares their knowledge with the ordinary world and learns to live in both worlds.

As you can see, every version of the hero’s journey is about the main character showing great levels of transformation. Their journey may start and end at the same location, but they have personally evolved as a character in your story. Once a weakling, they now possess the knowledge and skill set to protect their world if needed.

Free Hero’s Journey Templates

Use the free Hero’s journey templates below to practice the skills you learned in this guide! You can either draw or write notes in each of the scene boxes. Once the template is complete, you will have a better idea of how your main character or the hero of your story develops over time:

The storyboard template below is a great way to develop your main character and organise your story:

journey 9 steps

Did you find this guide on the hero’s journey stages useful? Let us know in the comments below.

Hero’s Journey Stages

Marty the wizard is the master of Imagine Forest. When he's not reading a ton of books or writing some of his own tales, he loves to be surrounded by the magical creatures that live in Imagine Forest. While living in his tree house he has devoted his time to helping children around the world with their writing skills and creativity.

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Scott Jeffrey

A Practical Guide to Joseph Campbell and the Hero’s Journey

OVERVIEW: What are the hero’s journey steps? That is, what’s the psychological process we go through that can lead to inner transformation? This guide answers these questions.

______________

Treasure, love, reward, approval, honor, status, freedom, and survival … these are some of the many things associated with the hero’s journey.

However, we don’t find the meaning of the hero’s journey in slaying the dragon or saving the princess.

These are but colorful metaphors and symbols for a more significant purpose.

Battling inner and outer demons, confronting bullies, and courting your ideal mate symbolize a passage through the often treacherous path of self-discovery toward adulthood.

If you complete one of these “adventures,” you’re different. Sometimes visually, but always internally.

Here, we’ll explore the meaning of the hero’s journey steps and see how it applies to psychological development and our ability to actualize our potential.

Let’s dive in …

What is the Hero’s Journey?

The hero’s journey refers to a common motif, or set of patterns, found in many ancient mythologies around the world.

The hero’s journey steps are said to be universal and found throughout recorded history.

The popularization of the hero’s journey is attributed to the late mythologist Joseph Campbell.

These stages lead an individual (the would-be hero) through a challenging process of change that often includes great hardships.

This well-known story structure is used in many modern films and storytelling. However, the true meaning of the hero’s journey motif is psychological in origin.

What is the Monomyth?

Joseph Campbell was a curious mythologist. In the field of comparative mythology, most scholars examine how one culture’s myths are different than another.

Instead of focusing on the many differences between cultural myths and religious stories, however, Campbell did the opposite: He looked for the similarities.

His studies resulted in what’s called the monomyth . The monomyth is a universal story structure.

Essentially, it’s a story template that takes a character through a sequence of stages. Campbell began identifying the patterns of this monomyth (the hero’s journey steps).

Over and over again, he was amazed to find this structure in the cultures he studied. He also observed the same sequence in many religions including the stories of Gautama Buddha, Moses, and Jesus Christ.

Campbell outlined the stages of the monomyth in his classic book  The Hero with a Thousand Faces (1949).

What is the Hero?

The main character in the monomyth is the hero .

The hero isn’t a person, but an archetype —a set of universal images combined with specific patterns of behavior.

Think of a protagonist from your favorite film. He or she represents the hero.

The storyline of the film enacts the hero’s journey.

The Hero archetype resides in the psyche of every individual, which is one of the primary reasons we love hearing and watching stories.

What is a Myth?

We might ask, why explore the hero’s journey steps?

Sure, Hollywood uses it as their dominant story structure for its films (more on that later). But what relevance does it have for us as individuals?

Today, when we speak of “myth,” we refer to something that’s commonly believed, but untrue.

Myth, for minds like Campbell and Carl Jung however, had a much deeper meaning. Myths, for them, represent dreams of the collective psyche .

That is, in understanding the symbolic meaning of a myth, you come to know the psychological undercurrent—including hidden motivations , tensions, and desires—of the people and culture.

What is the Power of Myth?

Campbell explains to Bill Moyer in The Power of Myth : 1 Joseph Campbell, The Power of Myth , 1991, 193.

Mythology is not a lie, mythology is poetry, it is metaphorical. It has been well said that mythology is the penultimate truth–penultimate because the ultimate cannot be put into words. It is beyond words. Beyond images, beyond that bounding rim of the Buddhist Wheel of Becoming. Mythology pitches the mind beyond that rim, to what can be known but not told.

As Campbell eloquently puts it in The Hero with a Thousand Faces ,

Mythology is psychology misread as biography, history, and cosmology.

Because the hero’s journey steps represent a monomyth that we can observe in most, if not all, cultures, it represents a process that is relevant to the entire human family .

hero's journey steps joseph campbell quote

What is this Process Within the Hero’s Journey?

It’s the process of personal transformation from an innocent child into a mature adult.

The child is born into a set of rules and beliefs of a group of people.

Through the child’s heroic efforts, he must break free from these conventions (transcend them) to discover himself.

In the process, the individual returns to his soul.

If we think of the hero’s journey as a roadmap for self-development, it can hold a lot of value for us.

A Quick Note About Gender: Masculine vs Feminine

This psychological decoding is based on a “Jungian” understanding of the psyche.

The hero is ultimately a masculine archetype. The female counterpart would be the heroine. While the hero and the heroine certainly share many attributes, they are not the same.

Similarly, the hero’s journey is predominantly a process of development for the masculine psyche. The hero archetype is associated with autonomy, building structure, and learning about limitations, which are qualities associated with masculine energy.

However, note that “masculine” and “feminine” are not the same as “man” and “woman.” The psyche of a man has a feminine counterpart—what Jung called the anima . The psyche of a woman has a masculine archetype called the animus . For this reason, the hero’s journey does have universal relevance.

While Western culture seems riddled with gender confusion, there are distinct differences between the feminine and masculine psyche .

Okay, now back to our story …

The 3 Main Stages of the Hero’s Journey

Okay, so now let’s begin to break down the structure and sequence of the hero’s journey.

As Campbell explains:

The usual hero adventure begins with someone from whom something has been taken, or who feels there is something lacking in the normal experience available or permitted to the members of society. The person then takes off on a series of adventures beyond the ordinary, either to recover what has been lost or to discover some life-giving elixir. It’s usually a cycle, a coming and a returning.

This cycle of coming and returning has 3 clear stages:

Stage 1: Departure

Campbell called the initial stage departure or the call to adventure . The hero departs from the world he knows.

Luke Skywalker leaves his home planet to join Obi-Wan to save the princess. Neo gets unplugged from The Matrix with the help of Morpheus and his crew.

In the Departure stage, you leave the safety of the world you know and enter the unknown.

Campbell writes of this stage in The Hero with a Thousand Faces :

This first step of the mythological journey—which we have designated the “call to adventure”—signifies that destiny has summoned the hero and transferred his spiritual center of gravity from within the pale of his society to a zone unknown.

That is, the hero must leave the known “conventional world” and enter a “special world” that is foreign.

Stage 2: Initiation

Now the hero must face a series of trials and tribulations. The hero’s journey isn’t safe.

The hero is tested in battle, skill, and conflict. He may not succeed in each action but must press on.

The protagonist will meet allies, enemies, and mentors with supernatural aid throughout the initiation stage.

Stage 3: Return

Having endured the trials and hardships of the adventure, the hero returns home.

But the hero is no longer the same. An internal transformation has taken place through the maturation process of the experience.

Luke is now a Jedi and has come to peace with his past. Neo embraces his destiny and liberates himself from the conventions of The Matrix.

The Hero’s Journey in Drama

In Three Uses of a Knife , famed playwright David Mamet suggests a similar three-act structure for plays and dramas: 2 David Mamet, Three Uses of the Knife: On the Nature and Purpose of Drama , 2000.

Act 1: Thesis . The drama presents life as it is for the protagonist. The ordinary world.

Act 2: Antithesis . The protagonist faces opposing forces that send him into an upheaval (disharmony).

Act 3: Synthesis . The protagonist attempts to integrate the old life with the new one.

We note that problems, challenges, and upheavals are the defining characteristic of this journey.

Without problems, the path toward growth is usually left behind. (More on this topic below.)

Assessing Your Place in the Hero’s Journey

Before we explore the stages of the monomyth more closely, let’s look at what these three phases reveal about self-mastery and psychological development.

Stage 1 represents our comfort zone. We feel safe here because it is known to us.

Stages 2 and 3, however, represent the unknown . Embracing the unknown means letting go of safety.

Abraham Maslow points out that we are confronted with an ongoing series of choices throughout life between safety and growth, dependence and independence, regression and progression, immaturity and maturity.

Maslow writes in Toward a Psychology of Being : 3 Abraham Maslow, Toward a Psychology of Being , 2014.

We grow forward when the delights of growth and anxieties of safety are greater than the anxieties of growth and the delights of safety.

Is it now clear why so many of us refuse the call to adventure?

We cling to the safety of the known instead of embracing the “delight of growth” that only comes from the unknown.

hero's journey steps campbell

Campbell’s 17 Stages of the Hero’s Journey

Joseph Campbell didn’t just outline three stages of the monomyth. In The Hero with a Thousand Faces , he deconstructs every step along the journey.

The stages of the hero’s journey are the common sequence of events that occurred in the monomyth motif.

Technically speaking, Campbell outlined 17 stages in his The Hero with a Thousand Faces:

  • 1: The Call to Adventure
  • 2: Refusal of the Call
  • 3: Supernatural Aid
  • 4: The Crossing of the First Threshold
  • 5: Belly of the Whale
  • 6: The Road of Trials
  • 7: The Meeting with the Goddess
  • 8: Woman as the Temptress
  • 9: Atonement with the Father
  • 10: Apotheosis
  • 11: The Ultimate Boon
  • 12: Refusal of the Return
  • 13: The Magic Flight
  • 14: Rescue from Without
  • 15: The Crossing of the Return Threshold
  • 16: Master of the Two Worlds
  • 17: Freedom to Live

These 17 stages or hero’s journey steps can be found globally in the myths and legends throughout recorded history.

The Modified 12 Hero’s Journey Steps

Now, let’s review these stages of the hero’s journey in more detail.

I’m going to outline these steps below using a slightly simplified version from Christopher Vogler’s The Writer’s Journey: Mythic Structure for Writers .

Vogler’s model, which is used throughout Hollywood, only has 12 steps (compared to 17), and I think it does a solid job of keeping the essence of Campbell’s monomyth structure intact.

As you read these hero’s journey steps, see if you can determine how they apply to your development.

Step 1: The Ordinary World

Before a would-be hero can enter the special world, he must first live in the ordinary world.

The ordinary world is different for each of us—it represents our norms, customs, conditioned beliefs, and behaviors. The ordinary world is sometimes referred to as the “conventional world.”

In The Hobbit , the ordinary world is the Shire where Bilbo Baggins lives with all the other Hobbits—gardening, eating and celebrating—living a simple life.

Novelist J.R.R. Tolkien contrasts this life in the Shire with the special world of wizards, warriors, men, elves, dwarfs, and evil forces on the brink of world war.

Step 2: The Call to Adventure

The first hero’s journey step is the call to adventure.

The call to adventure marks a transition from the ordinary world to the special world. The hero is introduced to his quest of great consequence.

Obi-Wan said to Luke, “You must come with me to Alderaan.” That is, Luke is invited to leave the ordinary world of his aunt and uncle’s farm life and go on an adventure with a Jedi knight.

Joseph Campbell explains: 4 Joseph Campbell, The Hero’s Journey: Joseph Campbell On His Life And Work , 1990.

The call to adventure signifies that destiny has summoned the hero and transferred his spiritual center of gravity from within the pale of this society to a zone unknown.

Step 3: Refusal of the Call

Fear of change as well as death, however, often leads the hero to refuse the call to adventure .

The ordinary world represents our comfort zone; the special world signifies the unknown.

Luke Skywalker immediately responds to Obi-Wan, “I can’t go with you,” citing his chores and responsibilities at home.

mentor archetype heros journey steps

Step 4: Meeting the Mentor

Campbell called this archetype the “mentor with supernatural aid.”

Generally, at an early stage of the adventure, the hero is graced by the presence of a wise sage . Personified in stories as a magical counselor , a reclusive hermit, or a wise leader, the mentor’s role is to help guide the hero.

Think Obi-Wan, Yoda, Gandalf, Morpheus, or Dumbledore. Sometimes cloaked in mystery and secret language, a mentor manifests when the hero is ready.

Sadly, our modern world is depleted of wise elders or shamans who can effectively bless the younger generation. (A topic for a different day.) For most of us, it is best to seek wise counsel from your inner guide , the Self within.

Step 5: Cross the First Threshold

The hero resists change initially but is ultimately forced to make a critical decision: embark on the adventure or forever remain in the ordinary world with its illusion of security.

Although Luke refuses the call to adventure initially, when he returns home to see his aunt and uncle dead, he immediately agrees to go with Obi-Wan. He crossed the first threshold.

In one sense, the first threshold is the point of no return. Once the hero shoots across the unstable suspension bridge, it bursts into flames.

There’s no turning back, at least, not how he came.

The first threshold can mark a major decision in our personal lives:

  • “I’m going to travel around the globe.”
  • “I’m going to transform my physical health.”
  • “I am going to write a book.”
  • “I’m going to master the flute.”
  • “I’m going to realize my true nature.”

This first breakthrough is a feat within itself; however, it is only the first of many turning points.

Step 6: Tests, Allies, Enemies

Along the hero’s journey, the main character encounters many obstacles and allies.

Luke meets Obiwan (mentor), Han Solo, Princess Leia, and the rebel alliance while fighting many foes. Neo meets Morpheus (mentor), Trinity, and the rest of the Nebuchadnezzar crew while having to fight Agents in a strange world.

Some people may try to stop you along your quest—possibly saying you’re unreasonable or unrealistic. These “dream-stoppers” are often cleverly masked as friends and family who appear to have positive intentions but hinder your development nonetheless.

Your ability to identify obstructions on your path and align with support along your adventure is critical to your adventure.

Unfortunately, because few complete their hero’s journey to mature adulthood, most people will unconsciously attempt to sabotage yours.

Step 7: Approach to the Inmost Cave

The next significant threshold is often more treacherous than the first.

Entering the villain’s castle or the evil billionaire’s mansion, this second major decision usually puts the hero at significant physical and psychological risks.

Neo decides to go save Morpheus who’s being held in a building filled with Agents.

Within the walls of the innermost cave lies the cornerstone of the special world where the hero closes in on his objective.

For a man, the innermost cave represents the Mother Complex, a regressive part of him that seeks to return to the safety of the mother. 5 Robert Johnson, He: Understanding Masculine Psychology, 1989.  When a man seeks safety and comfort—when he demands pampering—it means he’s engulfed within the innermost cave.

For a woman, the innermost cave often represents learning how to surrender to the healing power of nurturance—to heal the handless maiden. 6 Robert Johnson, The Fisher King and the Handless Maiden: Understanding the Wounded Feeling Function in Masculine and Feminine Psychology , 1995.

hero's journey steps joseph campbell

Step 8: Ordeal

No worthwhile adventure is easy. There are many perils on the path to growth, self-discovery , and self-realization.

A major obstacle confronts the hero, and the future begins to look dim: a trap, a mental imprisonment, or imminent defeat on the battlefield.

It seems like the adventure will come to a sad conclusion, as all hope appears lost. But hope remains and it is in these moments of despair when the hero must access a hidden part of himself—one more micron of energy, strength, faith, or creativity to find his way out of the belly of the beast.

Neo confronts Agent Smith in the subway station—something that was never done before. The hero must call on an inner power he doesn’t know he possesses.

Step 9: Reward

Having defeated the enemy and slain the dragon, the hero receives the prize. Pulling the metaphorical sword from the stone, the hero achieves the objective he set out to complete.

Whether the reward is monetary, physical, romantic, or spiritual, the hero transforms. Usually, the initial prize sought by the hero is physical—the sword in the stone or a physical treasure of some kind.

Step 10: The Road Back

Alas, the adventure isn’t over yet. There usually needs to be one last push to return home. Now the hero must return to the world from which he came with the sacred elixir.

Challenges still lie ahead in the form of villains, roadblocks, and inner demons. The hero must deal with whatever issues were left unresolved at this stage of the journey.

Taking moral inventory, examining the Shadow , and performing constant self-inquiry help the hero identify weaknesses and blindspots that will later play against him.

Step 11:  Resurrection

Before returning home—before the adventure is over—there’s often one more unsuspected, unforeseen ordeal.

This final threshold, which may be more difficult than the prior moment of despair, provides one last test to solidify the growth of the hero. This threshold represents the final climax.

Neo is shot and killed by Agent Smith. And, he literally resurrects to confront the enemy one last time following his transformation.

The uncertain Luke Skywalker takes that “one in a million” shot from his X-Wing to destroy the Death Star.

Step 12: Return with the Elixir

Often, the prize the hero initially sought (in Step 9) becomes secondary as a result of the personal transformation he undergoes.

Perhaps the original quest was financially driven , but now the hero takes greater satisfaction in serving others in need. The real change is always internal .

In this final stage, the hero can become the master of both worlds , with the freedom to live and grow, impacting all of humanity.

Returning with the prize, the hero’s experience of reality is different. The person is no longer an innocent child or adolescent seeking excitement or adventure.

Comfortable in his own skin, he has evolved and is now capable of handling the demands and challenges of everyday life.

The Hero’s Journey in Films

Are you now more aware of how these hero’s journey steps play out in popular films and television series?

George Lucas was friends with Joseph Campbell. Lucas used these hero’s journey steps from Campbell’s The Hero with a Thousand Faces to produce the original Star Wars film. 7 https://billmoyers.com/content/mythology-of-star-wars-george-lucas/

It’s difficult to appreciate the impact Star Wars still has on American culture and around the world. It’s even more difficult to articulate how much of that impact is attributed to Campbell’s insights.

However, one challenge our culture faces is that many popular film franchises produce movies that, most often, never complete the hero’s journey.

Many popular characters in action films like Marvel and DC Comics superheroes, James Bond, Ethan Hunt (Mission Impossible), Indiana Jones, etc. never actually transform.

heros journey steps

These characters stay in the adolescent stage of development (and we tend to celebrate that reality).

These heroes don’t evolve into the warm, vulnerable, generative adults who no longer seek adventure and excitement.

That said, since I originally published this guide in early 2018, this has begun to change.

For example, in the final Bond film, No Time to Die (2021), James Bond did demonstrate some generative growth.

The same goes for Tony Stark’s character (Ironman) in Avengers: Endgame (2019).

Where Are You On Your Hero’s Journey?

More importantly, do you see how these hero’s journey steps are unfolding in your life?

Although each of our stories is unique, they have common threads—elements of this universal structure we all share.

Returning from the moment of despair—from inside the dragon’s lair—without the reward (or lesson), you are presented with a similar adventure repeated ad infinitum —until you either learn the lesson or give up.

In the beginning, the hero’s journey is about achievement.

Whether you’re trying to build a successful business, raise a family, write a screenplay, travel to a distant land, or become a skilled artist, these all represent external achievements that often launch us into our hero’s journey.

But through this external quest—if we become more conscious—the journey transitions to an emphasis on internal growth that leads to transformation.

The Hero isn’t an expression of mature adulthood. This archetype is a by-product of adolescence. The archetypes of adulthood are different, but to access them, we must complete the hero’s journey first .

The Primary Ingredient in Every Hero’s Journey

Compelling stories and real life comes down to one thing: problems .

The protagonist faces a problem and tries to overcome it. Problems represent the essence of drama and the key to good storytelling.  Without problems, there’s no story. Problems engage us, tantalizing the human mind.

The hero must face his problems, surmount his fears, resolve his tensions, or fail.

The same is true for our development: without problems and tensions, there can be no growth.

Psychological development is the process of overcoming setbacks, limitations, and conditioned behavior to reach maturity.

hero's journey call to adventure

Refusing the Call to Adventure

Few people ever fully embrace the Hero’s Journey, a psychological odyssey that leads the individual to wholeness .

Because of our fear of the unknown, many refuse the call to adventure. We delay our journey in many ways:

  • Put important things aside.
  • Procrastinate.
  • Distract ourselves with TV, social media, and other people’s lives.
  • Make excuses.
  • Stay stuck in the lazy part .
  • Focus on competing with others.

But something brews inside of us. An internal tension builds. The tension may be small at first, but it grows stronger in the darkness. Tensions are those opposing forces at play within us. This internal conflict creates disharmony.

Humans don’t like disharmony when it bubbles into consciousness, and so these internal tensions can catapult us out of the familiar. The feeling of discord can lead to action and ultimately, some resolution.

Maybe you’re currently embracing your hero’s journey. Or perhaps you’ve been refusing the call. It matters not. What matters is what you do today— right now .

How to Embrace Your Hero’s Journey, Step by Step

The main thing you need to do to embrace your hero’s journey is stay present.

Remember, as Campbell explained, “You are the hero of your own story.”

Psychological development is supposed to be a natural process. But we aren’t currently in a world that supports healthy development.

As such, it’s vital to listen within .

Here are a few guides that may serve you:

  • Access Your Inner Guide
  • How to Ground Yourself
  • How to Stay in Your Center
  • How to Overcome Internal Resistance

Ultimately, be mindful of your fears and aspirations.

Left unchecked, your fears can subconsciously lead you to endlessly refuse the call to adventure.

In contrast, your aspirations can help you embrace your adventure.

As Joseph Campbell often said,

Follow your bliss!

Videos Related to the Hero’s Journey Steps

Book related to the hero’s journey steps.

The hero’s journey steps are outlined in the books referenced throughout this guide:

joseph campbell the hero with a thousand faces

The Hero with a Thousand Faces by Joseph Campbell

the power of mytho joseph campbell

The Power of Myth by Joseph Campbell

mythos series joseph campbell

Joseph Campbell’s Mythos Lecture Series (DVD)

the writer's journey christopher vogler

The Writer’s Journey by Christopher Vogler

how to be an adult david richo

How to Be an Adult by David Richo

What Do You Think?

Are you going through the hero’s journey steps?

About the Author

Scott Jeffrey is the founder of CEOsage, a self-leadership resource publishing in-depth guides read by millions of self-actualizing individuals. He writes about self-development, practical psychology, Eastern philosophy, and integrated practices. For 25 years, Scott was a business coach to high-performing entrepreneurs, CEOs, and best-selling authors. He's the author of four books including Creativity Revealed .

Learn more >

I would like to understand the Hero’s journey. Joseph Campbell describes it as something that has been taken/lost or life giving. How do I know if my hero’s journey has been done?

If you’re examining the hero’s journey from the perspective of individuation — that is, the journey to mature adulthood — it takes many years to come to wholeness within oneself.

Psychologically speaking, the hero’s journey is inward. The characters you meet (like the Mentor) are within yourself. So it involves active imagination in bringing the archetype into some form of harmony within yourself.

You have mentioned a choice to stay in the comfort of safety or the unknow for growth. I am wondering if this is done in a Psychological manner where your life’s circumstances stay as they are or you physically live in a different environment, leaving your surroundings, people and material responsibilities etc.. Hope you can answer this for me.

If you’re a young adult, there’s often an external aspect to the hero’s journey — for example, leaving home and separating from one’s parents. But what Campbell was highlighting with the monomyth is ultimately a psychological process akin to Jungian individuation: https://scottjeffrey.com/individuation-process/

I want to share my thoughts on the heroes journey. After reading the twelve steps, and what you said- I quote “Step 12: Return with the Elixir Often, the prize the hero initially sought (in Step 9) becomes secondary as a result of the personal transformation he undergoes.

Perhaps the original quest was financially driven, but now the hero takes greater satisfaction in serving others in need.

The real change is always internal.

In this final stage, the hero can become the master of both worlds, with the freedom to live and grow, impacting all of humanity.”

My favorite movie for a while now has been The Peaceful Warrior, I have just watched Coach Carter. They seem to tell the same story and I think the story of The Heroes Journey. You have mentioned Star Wars, James Bond and the Matrix.

In the movies The Peaceful Warrior, and Coach Carter, the achievement earned is an inward spiritualism that is, I quote” impacting all of humanity.” Thank-you.

If The Peaceful Warrior is your favorite movie, read Dan Millman’s “The Way of the Peaceful Warrior” — the book the film is based on. Much deeper insights. It’s a magical book — especially when you’re just setting out on your self-discovery journey.

I have read about 25% so far, I am not a good reader. I give myself three pages each day, yet often I’m reading more. It is as if the movie is replaying and I’m able to go with it, imaging the main characters. There is more information from reading than watching the movie, though I am thinking there is a lot of fiction, as it has been described on the net. Though I just need to adhere to the believable parts. I don’t know if it is possible to remember the day’s events that happened during college. For example, what people said, what they were doing throughout the day. My college day’s I can only remember situations that happened all dispersed from one another, with only a few minutes recalled. Does someone like yourself able to recall conversations and put them as dialogs for a book? Or is it a writer’s privilege to invent these for the book?

“The Peaceful Warrior” is a work of fiction. The genre is technically called “visionary fiction.”

There is a passage in the book where Socrates say’s “Mind is an illusory reflection of cerebral fidgeting. It comprises all the random uncontrolled thoughts that bubble into awareness from the subconscious. Consciousness is not the mind; awareness is not mind; attention is not mind. Mind is an obstruction, an aggravation, a primal weakness in the human experiment. It is a kind of evolutionary mistake in the human being. I have no use for the mind.” I don’t think think this way because what we have as humans is natural and so it has a purpose. I am interested if you would give an opinion on this statement Socrates said.

For the most part, I agree with Millman’s statements. They are also consistent with much of the Eastern traditions. An essential aspect of the meditative traditions is to “pacify the mind”. They sometimes even use stronger longer of “killing the mind.” But at other times, they make the distinction between the “aware mind” versus the “monkey mind” or the “shining mind” versus the “stirring mind.” But in terms of the untrained mind (which is the mind of over 99% of people), I agree with Millman. I just wouldn’t call it “evolutionary.”

Millman would have already made ethical judgment towards any begger, so, he should not have thought twice about ignoring him. But because his story, is going through a transformation, he had these menacing mind talks. Do you think if you were in the same situation as him, would you give the begger money or use your self-consciousness to clear negative mind noise? I am wondering if a second time in the same situation would make one change their reaction…

This is quoted from the book; “A scrawny young teenager came up to me. “Spare some change, can’t you?” “No, sorry,” I said, not feeling sorry at all. As I walked away I thought, “Get a job.” Then vague guilts came into my mind; I’d said no to a penniless beggar. Angry thoughts arose. “He shouldn’t walk up to people like that!” I was halfway down the block before I realized all the mental noise i had tuned in to, and the tension it was causing – just because some guy had asked me for money and I’d said no. In that instant I let it go.”

I finished the peaceful warrior and found it enjoyable. The preview of Dan’s second book (Sacred Journey of the peaceful warrior) sums up what he was expressing through his life.

There was one part I have heard before where the dialog between Dan and Soc was flat, with no meaning. Thank-you.

I would like to balance the four functions Jung describes (thinking, feeling, sensation and intuition) in your Individuation Process page. How do I know when feeling and sensation are active in everyday events? Could you give me an example? Thank-you.

Brett, please use the related guide page to address your questions.

The Individuation process page has not got a comments section.

I was walking in the bush on a moonlit windy night. The moving branches displayed a moving shadow, I was startled at first thought someone was behind me. Then I put the moonlight and the moving branches together and summed up what had happened without turning around. Was my thinking a Feeling, thinking, intuition or sensation? Thank-you.

I didn’t realize the comment sections weren’t open on that other guide. The psychological types represent our dominant orientations for processing information. When you were startled, was your attention on your body or the fear itself? Was your mind focused on “what could that be”? No need to answer here.

But the main thing about psychological types, from a Jungian perspective, is to understand what your dominant and inferior types are so you can develop your weakest side. Taking an Enneagram assessment test can help you determine your dominant type. In that system, it’s either thinking, feeling, or sensing.

Thank-you for your reply. You gave me an example of what I believe would be my dominant (being the first impression of the event) type. The second instance you described, is that too my dominant type? I do already know what it was that brings me fear. Can you follow up with this scenario? I have done enneagram questions before, and I am hopeless in giving a true response as all multiple question apply to equally.

“I have done enneagram questions before, and I am hopeless in giving a true response as all multiple question apply to equally.”

In my experience, when people say things like this, it’s often because they are “out of center” and analyzing things in their heads. If, for example, you read detailed descriptions of each Type, there’s no way you’re going to relate equally to all of them. Only one (sometimes a few) will strike a deep cord within you. It may leave you feeling “raw” and exposed.

Using the example you provided isn’t really going to help in this context. Do you mostly live in your head (mind/thoughts/analysis), your body (gut/sensations/sensory perception), or feelings? We all use all of them, but one tends to be more dominant than the others.

Thank-you. I agree with you Quote “If, for example, you read detailed descriptions of each Type, there’s no way you’re going to relate equally to all of them”. You might think I’m procrastinating as I want to work this out. Quote” Superior Function versus Inferior Function We like to do things we’re good at and avoid doing things in which we feel inadequate. Thus, we develop specific skills while undeveloped capacities remain in the unconscious. Jung grouped these four functions into pairs: thinking and feeling, sensing and intuiting”. Follow me for a sec, I have determined my superior function is Thinking, that would leave my inferior function to feeling. I assume sensing and intuition would be in the middle. I’m going to give the answer that you will give to my question, how do I bring the four functions to the middle? Answer ; center yourself. Do you agree or tell me what I should be doing?

Brett, I can’t really speak to what you should be doing. From a Jungian perspective (as well as transpersonal psychology), you would develop your inferior function and grow in that line of intelligence. I borrow the concept of the Center from the Taoist tradition. Western psychology mainly seeks to build a healthy ego while Eastern traditions mainly focus on transcending the ego.

Is the answer to “center yourself”? Sure. But most likely you’ll only be able to do this temporarily (representing a “state” of consciousness), while if you develop via various practices, you establish different structural changes that become more stable.

How to Center Yourself.

I like this article and want to learn more. I’m sending you my questions in this article as there isn’t a comments section.

I have so many questions, do I really need these answered to be comfortable with learning? Or should I take a calming with acceptance approach, that will eventually find the answers I seek? Should I go ahead and ask… ok I will ask. In the four centers, take in information via the physical center, interpret experience via the emotional center, evaluate the world via the mental center. Could all be take in information? Thank-you.

Brett, I just opened the comment section on that centering guide. Please post your question there and then I’ll reply.

Is it always a Heroes journey to take on what seems an insurmountable task? I see this at the beginning of inspirational films. Thank-you.

Always be careful with the term “always.”

Remember that what Campbell was ultimately highlighting with his monomyth structure was a psychological process of development. So it’s best to keep that in context.

Insurmountable tasks can sometimes be a catalyst for one’s journey, but this is not always the case.

In films and storytelling, you need major a problem for the hero/protagonist to face. Otherwise, there’s no story.

With what you said in keeping the psychological process in context. I was thinking of the film where a football coach leaves a successful career in the city, to coach no-hoper orphans in the country. My first impression was that the coach is on a hero’s journey with much to lose but great inward comfort to gain. Now I think it is the orphan footballers who are on a hero’s journey, (by leading as an example of being an orphan and becoming successful to inspire them to do the same) to stand up with confidence to be equal to the rest of the world. The movie is twelve mighty orphans. Is this reasonable thinking and do you see different interpretation? Thank-you

I can’t really comment as I haven’t seen the film. In any decent film, multiple characters have “arcs.” In many cases, the coach in sports films plays the mentor/sage role but then has his own transformation as well. This is the case with Gandalf the Gray who has to “die” and be resurrected, transforming into Gandalf the White.

Merry Christmas Scott digital guide. Type to you soon:)

Does the hero’s journey have the same thoughts and feelings for a woman as a man?

From a Jungian perspective, the process would be different.

As Jungian Robert A. Johnson highlights in many of his books, the myths related to the feminine psyche are different than the myths related to the masculine. As such, they follow a different structure and aim.

That said, because there’s an anima in each male psyche and an animus in each female psyche, a part of us can relate to the hero’s journey in its totality. Hence, a heroine can go on a similar hero’s journey as a man.

What an excellent and thorough treatment. Thanks for these invaluable insights for my writing class.

Thank you for the feedback, Craig!

I love this observation about modern cinematic heroes: “Many popular characters in action films like Marvel and DC Comics superheroes, James Bond, Ethan Hunt (Mission Impossible), Indiana Jones, etc. never actually transform.”

Have you written elsewhere at greater length on this topic? I thought I read an article on this topic a few years back but don’t remember where! Certainly the weightiness of the observation was such a lightbulb moment.

Thanks and kind regards M.

You can find a more detailed archetypal decoding of the hero here:

https://scottjeffrey.com/hero-archetype/

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Hero's Journey 101: How to Use the Hero's Journey to Plot Your Story

Dan Schriever

By Dan Schriever

The Hero's Journey cover

How many times have you heard this story? A protagonist is suddenly whisked away from their ordinary life and embarks on a grand adventure. Along the way they make new friends, confront perils, and face tests of character. In the end, evil is defeated, and the hero returns home a changed person.

That’s the Hero’s Journey in a nutshell. It probably sounds very familiar—and rightly so: the Hero’s Journey aspires to be the universal story, or monomyth, a narrative pattern deeply ingrained in literature and culture. Whether in books, movies, television, or folklore, chances are you’ve encountered many examples of the Hero’s Journey in the wild.

In this post, we’ll walk through the elements of the Hero’s Journey step by step. We’ll also study an archetypal example from the movie The Matrix (1999). Once you have mastered the beats of this narrative template, you’ll be ready to put your very own spin on it.

Sound good? Then let’s cross the threshold and let the journey begin.

What Is the Hero’s Journey?

The 12 stages of the hero’s journey, writing your own hero’s journey.

The Hero’s Journey is a common story structure for modeling both plot points and character development. A protagonist embarks on an adventure into the unknown. They learn lessons, overcome adversity, defeat evil, and return home transformed.

Joseph Campbell’s The Hero with a Thousand Faces (1949)

Joseph Campbell , a scholar of literature, popularized the monomyth in his influential work The Hero With a Thousand Faces (1949). Looking for common patterns in mythological narratives, Campbell described a character arc with 17 total stages, overlaid on a more traditional three-act structure. Not all need be present in every myth or in the same order.

The three stages, or acts, of Campbell’s Hero’s Journey are as follows:

1. Departure. The hero leaves the ordinary world behind.

2. Initiation. The hero ventures into the unknown ("the Special World") and overcomes various obstacles and challenges.

3. Return. The hero returns in triumph to the familiar world.

Hollywood has embraced Campbell’s structure, most famously in George Lucas’s Star Wars movies. There are countless examples in books, music, and video games, from fantasy epics and Disney films to sports movies.

In The Writer’s Journey: Mythic Structure for Writers (1992), screenwriter Christopher Vogler adapted Campbell’s three phases into the "12 Stages of the Hero’s Journey." This is the version we’ll analyze in the next section.

The three stages of Campbell's Hero's Journey

For writers, the purpose of the Hero’s Journey is to act as a template and guide. It’s not a rigid formula that your plot must follow beat by beat. Indeed, there are good reasons to deviate—not least of which is that this structure has become so ubiquitous.

Still, it’s helpful to master the rules before deciding when and how to break them. The 12 steps of the Hero's Journey are as follows :

  • The Ordinary World
  • The Call of Adventure
  • Refusal of the Call
  • Meeting the Mentor
  • Crossing the First Threshold
  • Tests, Allies, and Enemies
  • Approach to the Inmost Cave
  • Reward (Seizing the Sword)
  • The Road Back
  • Resurrection
  • Return with the Elixir

Let’s take a look at each stage in more detail. To show you how the Hero’s Journey works in practice, we’ll also consider an example from the movie The Matrix (1999). After all, what blog has not been improved by a little Keanu Reeves?

The Matrix

#1: The Ordinary World

This is where we meet our hero, although the journey has not yet begun: first, we need to establish the status quo by showing the hero living their ordinary, mundane life.

It’s important to lay the groundwork in this opening stage, before the journey begins. It lets readers identify with the hero as just a regular person, “normal” like the rest of us. Yes, there may be a big problem somewhere out there, but the hero at this stage has very limited awareness of it.

The Ordinary World in The Matrix :

We are introduced to Thomas A. Anderson, aka Neo, programmer by day, hacker by night. While Neo runs a side operation selling illicit software, Thomas Anderson lives the most mundane life imaginable: he works at his cubicle, pays his taxes, and helps the landlady carry out her garbage.

#2: The Call to Adventure

The journey proper begins with a call to adventure—something that disrupts the hero’s ordinary life and confronts them with a problem or challenge they can’t ignore. This can take many different forms.

While readers may already understand the stakes, the hero is realizing them for the first time. They must make a choice: will they shrink from the call, or rise to the challenge?

The Call to Adventure in The Matrix :

A mysterious message arrives in Neo’s computer, warning him that things are not as they seem. He is urged to “follow the white rabbit.” At a nightclub, he meets Trinity, who tells him to seek Morpheus.

#3: Refusal of the Call

Oops! The hero chooses option A and attempts to refuse the call to adventure. This could be for any number of reasons: fear, disbelief, a sense of inadequacy, or plain unwillingness to make the sacrifices that are required.

A little reluctance here is understandable. If you were asked to trade the comforts of home for a life-and-death journey fraught with peril, wouldn’t you give pause?

Refusal of the Call in The Matrix :

Agents arrive at Neo’s office to arrest him. Morpheus urges Neo to escape by climbing out a skyscraper window. “I can’t do this… This is crazy!” Neo protests as he backs off the ledge.

The Hero's Journey in _The Matrix_

#4: Meeting the Mentor

Okay, so the hero got cold feet. Nothing a little pep talk can’t fix! The mentor figure appears at this point to give the hero some much needed counsel, coaching, and perhaps a kick out the door.

After all, the hero is very inexperienced at this point. They’re going to need help to avoid disaster or, worse, death. The mentor’s role is to overcome the hero’s reluctance and prepare them for what lies ahead.

Meeting the Mentor in The Matrix :

Neo meets with Morpheus, who reveals a terrifying truth: that the ordinary world as we know it is a computer simulation designed to enslave humanity to machines.

#5: Crossing the First Threshold

At this juncture, the hero is ready to leave their ordinary world for the first time. With the mentor’s help, they are committed to the journey and ready to step across the threshold into the special world . This marks the end of the departure act and the beginning of the adventure in earnest.

This may seem inevitable, but for the hero it represents an important choice. Once the threshold is crossed, there’s no going back. Bilbo Baggins put it nicely: “It’s a dangerous business, Frodo, going out your door. You step onto the road, and if you don't keep your feet, there's no knowing where you might be swept off to.”

Crossing the First Threshold in The Matrix :

Neo is offered a stark choice: take the blue pill and return to his ordinary life none the wiser, or take the red pill and “see how deep the rabbit hole goes.” Neo takes the red pill and is extracted from the Matrix, entering the real world .

#6: Tests, Allies, and Enemies

Now we are getting into the meat of the adventure. The hero steps into the special world and must learn the new rules of an unfamiliar setting while navigating trials, tribulations, and tests of will. New characters are often introduced here, and the hero must navigate their relationships with them. Will they be friend, foe, or something in between?

Broadly speaking, this is a time of experimentation and growth. It is also one of the longest stages of the journey, as the hero learns the lay of the land and defines their relationship to other characters.

Wondering how to create captivating characters? Read our guide , which explains how to shape characters that readers will love—or hate.

Tests, Allies, and Enemies in The Matrix :

Neo is introduced to the vagabond crew of the Nebuchadnezzar . Morpheus informs Neo that he is The One , a savior destined to liberate humanity. He learns jiu jitsu and other useful skills.

#7: Approach to the Inmost Cave

Man entering a cave

Time to get a little metaphorical. The inmost cave isn’t a physical cave, but rather a place of great danger—indeed, the most dangerous place in the special world . It could be a villain’s lair, an impending battle, or even a mental barrier. No spelunking required.

Broadly speaking, the approach is marked by a setback in the quest. It becomes a lesson in persistence, where the hero must reckon with failure, change their mindset, or try new ideas.

Note that the hero hasn’t entered the cave just yet. This stage is about the approach itself, which the hero must navigate to get closer to their ultimate goal. The stakes are rising, and failure is no longer an option.

Approach to the Inmost Cave in The Matrix :

Neo pays a visit to The Oracle. She challenges Neo to “know thyself”—does he believe, deep down, that he is The One ? Or does he fear that he is “just another guy”? She warns him that the fate of humanity hangs in the balance.

#8: The Ordeal

The ordeal marks the hero’s greatest test thus far. This is a dark time for them: indeed, Campbell refers to it as the “belly of the whale.” The hero experiences a major hurdle or obstacle, which causes them to hit rock bottom.

This is a pivotal moment in the story, the main event of the second act. It is time for the hero to come face to face with their greatest fear. It will take all their skills to survive this life-or-death crisis. Should they succeed, they will emerge from the ordeal transformed.

Keep in mind: the story isn’t over yet! Rather, the ordeal is the moment when the protagonist overcomes their weaknesses and truly steps into the title of hero .

The Ordeal in The Matrix :

When Cipher betrays the crew to the agents, Morpheus sacrifices himself to protect Neo. In turn, Neo makes his own choice: to risk his life in a daring rescue attempt.

#9: Reward (Seizing the Sword)

The ordeal was a major level-up moment for the hero. Now that it's been overcome, the hero can reap the reward of success. This reward could be an object, a skill, or knowledge—whatever it is that the hero has been struggling toward. At last, the sword is within their grasp.

From this moment on, the hero is a changed person. They are now equipped for the final conflict, even if they don’t fully realize it yet.

Reward (Seizing the Sword) in The Matrix :

Neo’s reward is helpfully narrated by Morpheus during the rescue effort: “He is beginning to believe.” Neo has gained confidence that he can fight the machines, and he won’t back down from his destiny.

A man holding a sword

#10: The Road Back

We’re now at the beginning of act three, the return . With the reward in hand, it’s time to exit the inmost cave and head home. But the story isn’t over yet.

In this stage, the hero reckons with the consequences of act two. The ordeal was a success, but things have changed now. Perhaps the dragon, robbed of his treasure, sets off for revenge. Perhaps there are more enemies to fight. Whatever the obstacle, the hero must face them before their journey is complete.

The Road Back in The Matrix :

The rescue of Morpheus has enraged Agent Smith, who intercepts Neo before he can return to the Nebuchadnezzar . The two foes battle in a subway station, where Neo’s skills are pushed to their limit.

#11: Resurrection

Now comes the true climax of the story. This is the hero’s final test, when everything is at stake: the battle for the soul of Gotham, the final chance for evil to triumph. The hero is also at the peak of their powers. A happy ending is within sight, should they succeed.

Vogler calls the resurrection stage the hero’s “final exam.” They must draw on everything they have learned and prove again that they have really internalized the lessons of the ordeal . Near-death escapes are not uncommon here, or even literal deaths and resurrections.

Resurrection in The Matrix :

Despite fighting valiantly, Neo is defeated by Agent Smith and killed. But with Trinity’s help, he is resurrected, activating his full powers as The One . Isn’t it wonderful how literal The Matrix can be?

#12: Return with the Elixir

Hooray! Evil has been defeated and the hero is transformed. It’s time for the protagonist to return home in triumph, and share their hard-won prize with the ordinary world . This prize is the elixir —the object, skill, or insight that was the hero’s true reward for their journey and transformation.

Return with the Elixir in The Matrix :

Neo has defeated the agents and embraced his destiny. He returns to the simulated world of the Matrix, this time armed with god-like powers and a resolve to open humanity’s eyes to the truth.

The Hero's Journey Worksheet

If you’re writing your own adventure, you may be wondering: should I follow the Hero’s Journey structure?

The good news is, it’s totally up to you. Joseph Campbell conceived of the monomyth as a way to understand universal story structure, but there are many ways to outline a novel. Feel free to play around within its confines, adapt it across different media, and disrupt reader expectations. It’s like Morpheus says: “Some of these rules can be bent. Others can be broken.”

Think of the Hero’s Journey as a tool. If you’re not sure where your story should go next, it can help to refer back to the basics. From there, you’re free to choose your own adventure.

Are you prepared to write your novel? Download this free book now:

The Novel-Writing Training Plan

The Novel-Writing Training Plan

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The Hero’s Journey: A 17 Step Story Structure Beat Sheet

The Hero’s Journey is a classic plot structure made up of 17 steps. Learn how to craft an epic story using the Hero’s Journey story beats.

the hero's journey

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The Hero’s Journey is a story structure that tells how a hero starts in one place, goes on an adventure into an unknown world, and then returns to what they started with.

This blog post will explain the 17 steps of the Hero’s Journey and share how you can use this common plot structure to write your own story or novel.

What is the Hero’s Journey?

hero sea voyage

Joseph Campbell first introduced the Hero’s Journey in 1949. It is based on the idea that we can break down most stories into one basic story structure.

The plot structure of the Hero’s Journey is made up of 17 steps, all of which can be excellent guideposts for you when plotting your novel and planning your chapters.

To simplify the 17 steps of the Hero’s Journey, there are 3 main acts of the story: The Departure, The Initiation, and The Return.

17 steps of the hero's journey

Here’s an overview of all of the 17 steps of Joseph Campbell’s Hero’s Journey:

Act One: The Departure

The Call to Adventure

Refusal of the call, supernatural aid.

  • The Crossing of the First Threshold

Belly of the Whale

Act 2: The Initiation :

The Road of Trials

The meeting with the goddess, woman as the temptress, atonement with the father/abyss, the ultimate boon.

Act 3: The Return:

Refusal of the Return

The magic flight, rescue from without, the crossing of the return threshold, master of the two worlds, freedom to live.

In this post, we will cover each step of the Hero’s Journey and what it includes. If you are writing a novel , think of this as the ultimate beat sheet to help you plan and plot your novel !

hero's journey beat sheet

To understand the 17 steps of the hero’s journey, we will share with you exactly what happens in each step and what it should include. We’ve divided the 17 steps into the three main acts: The Departure, The Initiation, and the Return.

Let’s dive on in, shall we?

The Departure

the departure

The Departure (Act 1) of the Hero’s Journey is all about your novel’s main characters and their ordinary lives. You want to show how they live before something happens that throws them into a world outside of what was normal for them.

In a nutshell, The Departure is when we see our heroes start in their current environment and set out on an adventure where they leave their comfort zone.

There are 5 steps of the Departure, each of which can help you base your chapters for your novel. Let’s look at these 5 steps in detail.

call to adventure

In the first 1 or 2 chapters of our book, our character is introduced and is given the call to adventure. Of course, the call to adventure is what sets our character on their journey. There is a moment when our hero realizes something isn’t right, and it’s time for them to become the hero of their own story.

The Call to Adventure should introduce your main characters and what part of life they are living before things start changing for them. You want this to be a scene that you can use to give your reader an idea of who they are and what their life is like.

The call to adventure is sometimes also called the inciting incident because it often comes from another character or situation in which our hero feels compelled to do something. This could come in the form of a problem or something that they’ve always wanted to accomplish.

Once we understand the character’s life and why they must go on their journey, we move onto the next crucial element: Refusal of the Call.

the refusal of the call

The Refusal of the Call sounds like it’s a bad thing, but in reality, it can help the hero grow and become more self-sufficient. In this step of the Departure, we see that our character isn’t sure if they are ready for such an adventure.

The refusal of the call is often used as a way for your reader to get more insight into some of your character’s weaknesses. It can also open up the character to seeing what they are missing in their life and get them a little more excited about going after it.

When writing your story, you will show your readers why your hero is reluctant to go on the journey. Why don’t they want to change? What are their fears? This step helps build your character arc, as well as builds some suspense in the story.

You also want to make sure in this step that the refusal of the call is resolved in some way. This can be through another character encouraging your hero or by realizing what they are missing out on if they don’t go on the journey.

Either way, you need to ensure this scene or chapter ends with the hero deciding to accept the challenge.

After your main character decides whether or not they want to go on this journey, we move onto Supernatural Aid.

supernatural aid

Supernatural aid is the hero’s first experience with a mentor or teacher. While we use the term supernatural here, it does not necessarily have to be some mystical being.

It could be a random stranger giving our hero advice or someone who has been to this magical place before and knows the path. The important thing is this character is someone who will help your protagonist in their journey.

Supernatural aid helps your audience understand there will be obstacles along the way. The hero will need help. You will need a strong supporting character willing to give our main character advice on how they should proceed through their journey.

In this scene, you want to show us why you chose these characters for mentors. What qualities do they possess? Do they have experience with adventures like this? Why can they help the hero, and more importantly, why do they want to help the hero?

Once this person is introduced, we are ready for the next stage of the Hero’s Journey: Crossing the First Threshold.

Crossing the First Threshold

crossing the first threshold

Crossing the first threshold is where your hero commits to going on the journey. They may have made some attempts at it before, but now they are fully committed and ready to go, even if that means leaving their comfort zone behind.

Your character will be doing something different than what they’ve done in the past, or perhaps this act will lead them into a dark and dangerous place.

For example, your hero may leave their home for the first time to go on this journey, or they are finally ready to go and confront someone who has been standing in their way of happiness.

In this 4th step of the Hero’s Journey, you want to show your reader why this is such a big change for the character.

You want to show your character scared and uncertain of what lies ahead for them while still being brave enough to continue on their journey! You don’t need to make this scene too long or spend time explaining every little detail; just put us in the headspace of your hero so we can understand what unknown dangers and fears are ahead.

Once our hero takes their first steps towards danger, we find ourselves in the Belly of the Whale.

belly of the whale

The Belly of the Whale is the last step before the hero breaks away from their normal existence and sense of self. When someone enters this stage, they are showing that they want to change.

A typical element of the Belly of the Whale Scene is displaying a small problem or threat. These problems aren’t the major conflict of the story, but it is enough of an obstacle that we see the hero absolutely cannot go back to where they used to be and must change.

In this scene, it’s common to show a “dark night of the soul.” This is where they feel like everything in their life has been turned upside down, and things seem hopeless. Yet, they must commit to making a change and continuing on their journey in this final step of the Departure stage.

Now that we’ve covered all the steps of the Departure state let’s move onto Act 2: The Initiation.

The Initiation

The second act of our story, the Initiation, is the part where things get interesting. The character is now deeper into their journey and facing new challenges that they must overcome.

Not only are we focusing on our hero’s personal development, but our protagonist’s character traits start to change. They will be showing how they’ve become different from who they were in Act One and developing the traits needed for a successful journey.

road of trials

The first scene or chapter of the Initiation stage of the Hero’s Journey is The Road of Trials. The Road of Trials is where the protagonist faces a series of tests that your hero must pass to move onto the next stage.

These trials will continue until our hero has shown they are ready for whatever is waiting ahead on their journey and have discovered what lessons they needed to learn along the way.

Usually, there is a series of 3 tests, and your hero will not ace all of them immediately. Sometimes, we will revisit the person introduced as a mentor or guiding force from Act One in these scenes, as the hero will certainly need some support in going through these trials.

In this scene, you want to make sure your reader sees how the hero experiences growth and changes. You want your reader to appreciate how far our hero has come along their journey, but there are still more experiences ahead for them!

meeting of the goddess

The next step of the Initiation stage is The Meeting with the Goddess/Saviour. This is where we are introduced to someone who will give our protagonist a sense of love, peace, safety, and unity.

This character is essential because they offer our protagonist something he didn’t have before and will be the support that helps them through whatever journey lies ahead. Sometimes they appear as a love interest, but not always.

The Goddess figure is often human but could also be an animal or nature spirit. They are someone who will help your hero become whole again. They are an equal opposite of your hero.

In this scene, we want our hero to feel everything is going to be okay now. They will learn that they don’t need to face their problems alone; someone here with them understands what they are going through.

Of course, this doesn’t last forever as we move into the next chapter: Woman as the Temptress.

temptation

In this next step, the hero faces physical temptations that might cause them to be distracted from their quest. Again, it’s important to understand this does not mean you need to introduce a female character in this scene – the woman is only a metaphorical symbol.

Many things can tempt our heroes to stray from their path. It might be money, power, or fame. It could even be something as simple as food and drink. But, of course, these temptations are not meant actually to distract the protagonist from their path. Our hero must resist them to gain a greater reward at the end of this stage.

Throughout this scene, they may face several such temptations until our hero learns how to resist them and stay focused on what they really want.

atonement

The word Atonement means “reparations for a wrong or injury,” and the Father is a symbol for an authority figure in the hero’s life. Finally, the Abyss represents death or darkness.

In this scene, the hero must confront whatever it is that holds the most power over them. This could be another character or it could even be internal conflict where the hero must come face-to-face with the dark side of their personality and be willing to embrace it.

The goal of this step in the Hero’s Journey is to make your protagonist question their entire being. Only when they confront the most powerful obstacle in their path and reconcile with it can they move forward on their journey.

As with most characters, the father does not have to be an actual father or even a male figure. The important thing is this figure is a person of power and authority over the hero.

There are many ways the hero can reconcile with the father figure – they can defeat this person, win this person’s approval, or reconcile with a part of themselves that is related to the father.

This step is important because it forces your protagonist to face their biggest fears and insecurities. It gives them the opportunity and confidence boost to overcome these obstacles once and for all.

apotheosis

Apotheosis is another word for “the highest point of a person’s spiritual, moral or intellectual development.” It is when the protagonist transcends their humanity and becomes something more than they were before.

In this step of The Hero’s Journey, your protagonist will undergo an important change that brings them closer to being the ideal self they set out to be at the beginning.

In this stage of the Hero’s Journey, our hero learns something new about themselves that prepares them for the hardest part of their journey. This revelation gives them the necessary knowledge to complete their quest.

This step is often referred to as “the answer.” The protagonist will usually gain this new insight from a character who embodies wisdom or spiritual power, such as their mentor figure.

Now that our character has finally grown to where they need to be to accomplish their quest, they are ready for The Ultimate Boon’s next step.

ultimate boon

The ultimate boon is the fulfillment of the purpose of the journey. This is when the hero finally achieves what they set out to accomplish.

All of the previous steps of the journey worked to this point to help the hero finally reach their goal.

In mythology, the “boon” is often something otherworldly. It could be the fountain of youth, an ancient scroll with sacred information, or a magical potion.

There are many ways to play out this step of The Hero’s Journey, so your character’s end goal will determine what the boon is.

This step of The Hero’s Journey often includes a battle with something that opposes your protagonist, such as an enemy or villain.

Our heroes might have to face their own dark side to achieve this final prize and complete their journey successfully. This could cause them to question whether or not they even want what the boon is.

When your protagonist achieves this final goal, it marks a major change in their life. Now we are ready to proceed to Act 3: The Return.

Act 3: The Return

the return

Act Three of the Hero’s Journey often moves faster than the other acts of our story. In The Return, we see how the protagonist’s newfound knowledge and achievement of their goal affect their life and world.

This step of The Hero’s Journey is crucial because it gives us a glimpse as to what our character has learned from this journey, which is the ultimate test of whether they have truly successfully achieved their quest or not.

Let’s dive into the remaining scenes of our story.

refusal to leave

The Refusal of the Return is when our protagonist does not want to return home after achieving their goal. They may be too frightened of what awaits them, or they may not want to give up the new life and world they have found themselves in.

Just as they were hesitant to go on the adventure in the beginning, they are also hesitant to go back.

They may be concerned with how their “boon” might affect the world – such as a magic potion or secret power that could get into the wrong hands. They may worry about what consequences they may face when they go back, or they may be afraid nothing is left for them to return to.

In some cases, our hero doesn’t want to leave because they have become comfortable with their new world and who they have become.

However, to truly finish the quest, our hero must return home. This refusal of return helps build up the tension to the final resolution of the story. This is when the reader questions whether the hero will return home – and wonders with great anticipation of what might happen when it happens.

magic flight

The Magic Flight is the final conflict to the story where our protagonist must escape danger, sometimes using their newfound knowledge or boon. This is a way of symbolically proving that they have truly learned from this journey and are ready to bring it back home with them.

This part of The Hero’s Journey often involves a chase scene or battle against an opposing force. However, this is the final push necessary push they need to realize they must make the journey home because it becomes apparent they cannot stay where they are.

rescue without

The Rescue From Without step of the Hero’s Journey is when the protagonist is rescued from danger by an outside source.

This outside source may be an ordinary person, or it might resemble deus ex machina, or god-like intervention, where something rescues our hero from an impossible situation, such as lightning striking that saves the day for our hero.

When you are writing the rescue scene, the circumstances of the rescue must be believable. Most people do not like the deus ex machina in writing simply because it’s too easy.

Those of us who have lived life long enough all know that a magic fairy godmother isn’t going to swoop us in, wave her wand and make all our problems disappear.

After being rescued, the hero truly has no other choice except to return home.

crossing the return threshold

The Crossing of the Return Threshold is when our protagonist finally returns home after completing their adventure and achieving their goal.

This is the part of The Hero’s Journey where we see what they have learned from this journey and how it affects them.

In this story scene, you will want to answer the following questions: How has the hero changed from their journey? How is their old world different from when they left? How do they acclimate to being back home? Finally, how do others react to their return?

master of two worlds

This is the part of The Hero’s Journey where our protagonist has reached their full potential. They have overcome their fears and grown in ways they could never have imagined.

They are a new person and have been forever changed by what they’ve experienced. Yet, it allows them to go back into society with heightened wisdom, power, skills, or resources that will help others in need when called upon again.

In this scene, we see the hero apply their knowledge and share it with the world.

freedom to live

After our hero has conquered all of their fears and has put their wisdom to good use, the hero finally has the freedom to do anything they want.

This is the resolution of our story – we see our heroes accomplish their “happily ever after.” Their fears or concerns no longer control them, and nothing exists between them and what they want.

More often than not, this closing chapter of the story gives the reader some closure. We want some type of affirmation that the story is truly complete. We get a glimpse of what our protagonist will do with their life now that they are free to live it.

If you’re looking for a story structure that is proven and effective, the Hero’s Journey might be perfect for you. With 17 stages of development, it will help you create an engaging plot with your readers and develop strong characters .

And of course, while the Hero’s Journey is the classic beat sheet for writers, remember you don’t always have to dedicate one chapter to each step. Sometimes you can combine 2-3 steps in one scene, while other steps might take several chapters to cover.

The important thing is you now know the Hero’s Journey! We hope this is helpful for you – whether you are writing your own novel or studying the Hero’s Journey arc in literature. Most of all, we hope that by breaking down each step of the Hero’s Journey, you can better understand all of it.

Do you have any thoughts or questions on the Hero’s Journey? We’d love to hear from you in the comments section below!

Chelle Stein wrote her first embarrassingly bad novel at the age of 14 and hasn't stopped writing since. As the founder of ThinkWritten, she enjoys encouraging writers and creatives of all types.

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Hero's Journey: A Guide to Becoming The Hero Of Your Story

Hero's Journey: A Guide to Becoming The Hero Of Your Story

What will your story be.

Be the hero of your story . It’s common advice from motivational speakers and life coaches, a call to arms to take centre stage and tackle life’s challenges head-on, to emerge victorious in the face of adversity, to transform through hardship. 

As humans, hardwired to view the world and share experiences through the medium of stories, myths often act as powerful motivators of change. From ancient cave paintings to the Star Wars and its Death Star to Harry Potter and his battle against evil, the hero’s journey structure is a familiar one. It’s also one you need to know if you want to know how to write a book , but I digress. 

This article will outline the stages, and psychological meaning, of the 12 steps of Joseph Campbell’s hero’s journey. So, are you ready to become the hero of your story? Then let the adventure begin...

Who is Joseph Campbell? 

Joseph Campbell was an American professor of literature at Sarah Lawrence College, and an expert of mythology that once spent five years in a rented shack, buried in books for nine hours each day. His greatest contribution is the hero’s journey, outlined in his book The Hero with A Thousand Faces . Campbell was able to synthesise huge volumes of heroic stories, distilling a common structure amongst them.

Near the end of his life, Campbell was interviewed by Bill Moyers in a documentary series exploring his work, The Power of Myth .

Throughout their discussion, Campbell highlighted the importance of myth not just in stories, but in our lives, as symbols to inspire us to flourish and grow to our full potential.

How is the hero’s journey connected to self development?

You might be wondering what storytelling has to do with self-development. Before we dive into the hero’s journey (whether that is a male or a female hero’s journey), context will be useful. Joseph Cambell was heavily inspired by the work of Carl Jung, the groundbreaking psychologist who throughout his life worked on theories such as the shadow, collective unconscious, archetypes, and synchronicity.

Jung’s greatest insight was that the unconscious is a vast, vibrant landscape, yet out sight from the ordinary conscious experience. Jung didn’t only theorize about the unconscious; he provided a huge body of work explaining the language of the unconscious, and the way in which it communicates with the conscious mind.

The nature of the unconscious

Due to its vast nature, the unconscious doesn’t operate like the conscious mind, which is based in language, logic, and rationality. The unconscious instead operates in the imaginal realm — using symbols and meaning that take time to be deciphered and understood consciously. Such symbols surface in dreams, visualizations, daydreams, or fantasies.

For Jung, the creative process is one in which contents of the unconscious mind are brought to light. Enter storytelling and character development — a process of myth-making that somehow captures the truth of deep psychological processes. 

Campbell saw the power of myth in igniting the unconscious will to grow and live a meaningful life. With that in mind, his structure offers a tool of transformation and a way to inspire the unconscious to work towards your own hero’s journey.

The 12 steps of the hero’s journey

The hero’s journey ends where it begins, back at the beginning after a quest of epic proportions. The 12 steps are separated into three acts: 

  • departure (1-5)
  • initiation (5-10)
  • return (10-1)

The hero journeys through the 12 steps in a clockwise fashion. As Campbell explains:

“The usual hero adventure begins with someone from whom something has been taken, or who feels there is something lacking in the normal experience available or permitted to the members of society. The person then takes off on a series of adventures beyond the ordinary, either to recover what has been lost or to discover some life-giving elixir. It’s usually a cycle, a coming and a returning.”

Let’s take a closer look at each of the steps below. Plus, under each is a psychological symbol that describes how the hero’s journey unfolds, and how when the hero ventures forth, he undergoes an inner process of awakening and transformation.

1. The ordinary world

The calm before the storm. The hero is living a standard, mundane life, going about their business unaware of the impending call to adventure. At this point, the hero is portrayed as very, very human. There could be glimpses of their potential, but these circumstances restrict the hero from fulfilling them. Although well within the hero’s comfort zone, at this stage, it’s clear something significant is lacking from their life.

Psychological symbol

This is represented as a stage of ignorance, pre-awakening. Living life by the status quo, on other people’s terms, or simply without questioning if this is what you want. At this point life is lived, but not deeply satisfying.

2. Call to adventure

Next is a disruption, a significant event that threatens the ways things were. This is a challenge that the hero knows deep down will lead to transformation and change, and that the days of normality, “the way things are,” are numbered. The hero confronts the question of being asked to step into their deeper potential, to awaken the power within, and to enter a new, special world.

Many of us embark on inner-journeys following hardship in life — the death of a loved one, the loss of a job, physical or mental illness. This stage occurs when it becomes apparent that, to move through suffering, one has to look within, to adventure into the soul.

3. Refusal of the call

No compelling story would be complete without friction. The hero often resists this call to adventure, as fear and self-doubt surface at full force, and the purpose of this new life direction is questioned. Can the reluctant hero journey forth? Do they have the courage?

The only way to grow and live a deeply fulfilling life is to face the discomfort of suffering. Campbell himself once said: “ The cave you fear to enter holds the treasure you seek .” At this stage, fears, and anxieties about delving deep into the psyche arise. The temptation is to remain blissfully ignorant, to avoid discomfort, and to stay in your familiar world.

4. Meeting a mentor

As the hero faces a crisis of confidence, a wise mentor figure appears.

This character offers inspiration, guidance, or understanding that encourages the hero to have the self-belief to start this new adventure. In many stories, a mentor is someone else who has embarked on the hero’s journey, or someone who attempted, and failed. This person reflects the importance of this mission, reminding the hero their calling far exceeds their fear.

When the journey of exploration has to begin, people or situations enter your life at just the right time, guiding you in the right direction. This could be a close friend, a peer, a professional, such as a coach or therapist, or even a fictional character in a film or book. In most cases, these are chance encounters that contain a sense of knowing before the hero leaves on his or her adventure.

5. Crossing the threshold

This is a pivotal moment in the hero’s journey, as the initiation begins. This occurs when the hero fully commits to their quest, whether physical, emotional, or spiritual. This is the point of no return, where the reluctant hero embarks on their adventure, and has accepted that the way things were must change. The hero enters a new zone, one in which the call to adventure must be accepted. The hero’s resolve is hardened, and they understand they have a responsibility to confront what is ahead of them.

Whatever your life was before the call to action, this is a crossroads which is accepted, knowing your life may never be the same. This is a point of empowerment, where you realize that journeying within will lead you to greater self-understanding, even if those insights will dramatically change your life direction. 

6. Test, allies, enemies

Now the hero has ventured outside of their comfort zone, the true test begins. This is a stage of acclimatizing to unknown lands. Unknown forces work against them, as they form bonds with allies who join them along the way, or face formidable enemies or encounters that have to be conquered. Throughout this testing time, the hero will be shaped and molded through adversity, finding deeper meaning in their life and mission.

Once the journey of self-discovery is underway, the initial burst of inspiration might be tested by the difficulty of the task. You might meet people who are able to offer advice or guide you, or those who reflect areas of yourself you have to work on. 

Often, these are inner experiences, in the forms of memories, emotions, or outward tests, such as difficult circumstances that challenge your resolve and commitment to your new life direction.

7. Approach to the inmost cave

Having already crossed the threshold into the unknown and the uncertain, having faced obstacles and enemies, and having begun to utilize their qualities along the way, the next stage is another threshold. 

This is the beating heart of the hero’s challenge, where again self-doubt and fear can arise, as another threshold has to be crossed. This is often a period of respite, giving the hero time to pause and reflect. Will the hero make the leap?

The hero’s journey has ups and downs. There may be quick wins in the beginning — your new life direction may go well, or inner-work may lead you to a new place of calm or confidence. But then, out of nowhere, comes an even bigger challenge, surfacing as a question mark to the person you’ve become. Life often has a way of presenting the right challenges at the right time…

This is the life-or-death moment. This can be a meeting with an ultimate enemy or facing the hero’s deepest fear. There is an awareness that if the hero fails, their new world, or their life, could be destroyed. 

Everything the hero has fought for up to this point, all the lessons learned along the journey, all the hidden potentials actualized, will have to be utilized to survive this supreme ordeal, for the hero to be victorious. Either way, the hero will undergo a form of death, and leave the ordeal forever changed.

There are inner challenges that have to be confronted on the journey of self-discovery. This might be in the form of trauma that has to be confronted and healed, people with whom you have to have difficult conversations, or fears you have to face, actions that in the past you never thought you’d be capable of. But, with the skills you’ve learned along the way, this time you’ll be ready. But it won’t be easy.

9. Reward (seizing the sword)

Through great adversity comes triumph. Having confronted their greatest fear, and survived annihilation, the hero learns a valuable lesson, and is now fully transformed and reborn — with a prize as a reward. 

This object is often symbolized as a treasure, a token, secret knowledge, or reconciliation, such as the return of an old friend or lover. This prize can assist in the return to the ordinary world — but there are still a few steps to come.

When confronting deep inner fears or challenges, you are rewarded with deep insights or breakthroughs. That might be in the form of achieving a significant goal or inwardly having a sense of peace or reconciliation with your past, or moments that have previously felt unresolved. As a spiritual process, this may also be the realization that behind suffering and pain lies freedom or inner peace.

10. The road back

Having traveled into distant, foreign lands and slain the dragon, now it’s time for the hero to make their return journey. This stage mirrors the original call to adventure and represents another threshold. 

The hero may be understanding their new responsibility and the consequences of their actions, and require a catalyst to make the journey back to the ordinary world with their prize.

The hard work has been done, the ultimate fear confronted, new knowledge found. Now, what’s the next step? For many, the initial stages of growth come with a period of renunciation or are symbolized by an outward journey away from home, or away from familiarity. 

Then comes the stage of returning to familiarity, or the things left behind — be it family, friends, locations, or even behaviors that were once loved and sacrificed during the journey.

11. Resurrection

When it appears the hero is out of the woods, there comes a final confrontation — an encounter with death itself. Transformed inwardly and with a personal victory complete, the hero faces a battle that transcends their individual quest, with its consequences far-reaching, for entire communities or even humanity itself. 

This purification solidifies the hero’s rebirth, as their new identity fully emerges just in time to return to the ordinary world.

In Maslow’s hierarchy of needs, self-actualization is secondary to self-transcendence. In other words, once inner battles have been faced, and the alchemy of psychological transformation is underway, the next stage is to apply the newfound insights and knowledge to a bigger cause — supporting others, or standing up a mission that will benefit the wider world.

12. Return with the elixir

Following the final battle, the hero finally returns home. By now, personal transformation is complete, they’re returning home a different person. Having faced indescribable hardship, the hero returns with added wisdom and maturity. The elixir is the treasure they’ve returned with, ready to share with the ordinary world. This could be a sense of hope, freedom, or even a new perspective to assist those originally left behind.

The hero has a new level of self-awareness, seeing the ordinary world through fresh eyes. They’ve left internal conflict behind. There’s an understanding that things will never be the same, but that the hero’s journey was part of their destiny. 

Then comes the ultimate prize: a final reconciliation, acceptance from the community, celebration, redemption. Whatever the prize, there are three elements: change , success , and proof of the journey .

Following a transformative psychic process, there’s an understanding of what is within your control. The “ordinary world” may have many elements that remain the same, but this is accompanied by a realization that when you change, so does your reality. Previously modes of thinking may be replaced, as bridges are built with your past, giving opportunity for a renewed approach to life.

What can we learn from the hero's journey?

At the time of writing this article, I’m in the UK visiting my family for the first time in 18 months. As I walked down paths I’d walked throughout my childhood, I was struck by how much I’ve changed over the years. A passage from T.S Eliot’s poem Little Gidding came to mind:

“We shall not cease from exploration. And the end of all our exploring. Will be to arrive where we started. And know the place for the first time.”

I reflected on the notion of coming full circle — to begin a journey, outwardly or inwardly, before finding yourself back at the beginning, transformed. In spiritual traditions, the circle is a powerful symbol of timelessness, death and rebirth, totality, and wholeness. Aptly, the 12 steps of the hero’s journey are depicted as a circle. It’s not a coincidence.

What can we learn from the hero’s journey? In a way, it is similar to the writer’s journey. Above all else, it’s a reminder that we each within us have a purpose, a quest and a mission in this life that can and will invoke our truest potential. The path isn’t easy — there are many, many challenges along the way. But at the right time, people and situations will come to our aid.

If you’re able to confront the mission head-on and take bold steps along the way — just like all the heroes of fiction before you, from Shakespeare’s characters to Luke Skywalker and Rey from the universe brought to us by George Lucas —  then you will be transformed, and then you can return to where you started, reborn, ready to share your gifts and your lessons with the world.

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"I was sort of made to feel ashamed of myself, my appearance."

But when co-star and friend, Leonardo DiCaprio stepped in, he had only a few words of encouragement that helped to shape a new outlook for the Titanic actress. An outlook that she was able to share with other women, including her young daughter , Mia.

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Teens Applauded For the Way They Handled This Angry Customer

Working in customer service can be challenging, especially when you’re dealing with rude and demanding clients. That’s particularly true for some teens, who work these jobs for part-time money and are often bullied by adults. Perhaps that’s why people are applauding these teen girls for the way they expertly handled an over-the-top customer.

An Angry Customer

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It was a tough day for employees at Keke’s Snow Balls in Texas when an angry woman approached the window. She had placed a pickup order for a snow cone and because of a shift change, the snow cone wasn’t ready. Two days later, the customer came back and demanded a refund of $6.

A girl named Victoria was working the counter and listened to the woman’s complaints. According to Inside Edition , it was immediately clear this woman didn’t want to resolve things in the right way, and was trying to pick a fight. Another employee named Kaeley overheard it all.

“I was just listening in the back and, eventually, I could just hear she’s angry the whole time. So I was like, clearly she just wants to have a problem,” Kaeley recalled to the publication. “And I’m not about that, so I was like, ‘Okay let me just go give her $6 and we can move on, move past this.’ It was $6.”

An Unexpected Turn

At that point, the situation should have been resolved. However, Kaeley noticed the sign outside the window had fallen over during the dispute. So, she opened the window to fix it. That’s when the woman came by, slapped the sign out of the 17-year-old girl’s hand, and called her a derogatory name.

“M’am, please don’t act like that. You’re a grown woman,” Kaeley responded in a video that the restaurant then posted to TikTok . “You’re a grown woman. I’m 17. Get out of here. Don’t come back. Don’t come back. We don’t need your business.”

“I was scared and very confused,” Victoria added. “I wasn’t understanding what was going on.”

A Brilliant Online Reaction

After the owner posted the video online, it went viral and many people reached out to support the girls for their perfect reaction to the customer.

“People were traveling to come and see us from hours away,” the owner, Kyle, told Inside Edition . “We had people reaching out to us on TikTok asking how to tip the girls. We even had people going and leaving Google reviews that haven’t even been to the shop, saying they’re so proud of the girls and how they dealt with it,” he continued.

Kyle explained that he posted the video to remind everyone that the employees behind the counter are people, too. Adults, in particular, should try to remember that oftentimes, these are kids working to save up for cars, school, and other big life steps.

“Mistakes happen, but for you to go up and act like that as an adult, my whole point in uploading that video is to simply remind us all that we need to treat people better,” Kyle added.

"I am proud of the way our supervisor handled the situation," he added in the initial post . "We must strive for better behavior and respect in all interactions. It’s all about just being a kind person and approaching every situation with willingness to come to a good resolution."

We Are All the Same

As Kyle himself said, mistakes happen and no one is perfect. But demanding perfection of others can be a very lonely way to live. Rather than getting upset over an honest mistake and making someone feel bad or yelling at them, lead with grace and understanding. Not only will you help someone else feel respected, but you’ll probably get a better result from the situation, too.

When life doesn’t go our way, it can be easy to overreact or blame someone else. But by remembering that mistakes happen and this too shall pass, we can all live a little more peacefully.

Many of us are in these jobs because we’re trying to provide for our families or ourselves and our futures. Going to work can be hard enough, so remember to thank those who help you in the customer service industry and to tip well when appropriate. After all, we all want to feel appreciated at work.

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40-Year-Old Mother of 3 Goes From Inmate to Princeton Intern

Life can take us down unexpected and scary roads. Sometimes, we don’t know how to get off those roads and begin the climb to a better future. As this mom proved, however, anything is possible with a second chance and a little determination .

A Former Inmate

Woman goes from inmate to Princeton intern.

Mary McCrary is a 40-year-old mother of three who spent three years in prison. According to Good Morning America , she served time at the Debra K. Johnson Rehabilitation Center in Nashville for a parole violation following a conviction for aggravated burglary.

McCrary dropped out of high school in Grade 10 and has since successfully pursued her GED, but it wasn’t until prison that she began thinking about further education . She hit a breaking point behind bars and decided it was time to turn her life around.

“When you get to a point where you're tired and don’t even want to live and you're hopeless and you feel useless and worthless, you have a decision to make,” she told the publication.

“I made the decision to use this time to do something different, to change my life, because I didn’t want to keep doing the same things and getting in trouble and ... doing whatever I had to to survive because it gets you in the exact same place.”

So, McCrary enrolled in a coding class as part of the center’s Persevere program, an initiative aimed at helping inmates earn certifications as front-end or full-stack web developers.

“The class alone made you feel like you’re a human being, that I was working towards something, that there is a goal in sight, I am going to accomplish something, and I did,” she added. “That does give you confidence and hope.”

A Life-Changing Opportunity

For the next six months, McCrary earned her certificate in front-end coding. She decided to develop her skills even more by enrolling at Nashville State Community College, which offers a program for inmates.

This past May, McCrary was granted parole, completed her supervision, and earned extra credits toward an associate’s degree. But not even she could anticipate what would happen next: an internship at Princeton.

The nine-week program is meant for formerly incarcerated undergrad students to gain experience and new opportunities, and so far, McCrary is excelling.

“Her dedication to building her future is evident in how she does not shy away from challenges and the unknown,” Bridgett vonHoldt, an associate professor at Princeton and the head of the internship program said. “She is a role model, demonstrating for anyone who thinks such change is impossible that nothing is impossible.”

As for McCrary, she knows this is an incredible opportunity and hopes the internship is the next step toward earning her AA degree back in Nashville.

“This has been life-changing in more ways than one. This is an unbelievable, sometimes overwhelming experience,” she said. “If you look at my past, it's a crazy shamble mess, but look now, look what can happen. Nothing is ever impossible.”

Second Chances

McCrary hopes to be a role model for those who are having a hard time accepting the idea of a brighter future and so far, she certainly is. She’s a great example of how things can get better and you can change your future when you’re willing to take advantage of the opportunities you have — even if they don’t seem like opportunities at the time.

This story is also a needed reminder that everyone deserves a second chance in life and that sometimes, by allowing someone who has messed up the chance to try again, they may surprise you.

No one is perfect, and everyone stumbles. It’s not how hard we fall that truly matters in life; it's how we pick ourselves back up. But it’s also up to us whether we want to be the person who lends someone on the ground a helping hand or if we want to be the guy who just keeps on walking.

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The Write Practice

The Hero’s Journey: 12 Steps That Make Up the Universal Structure of Great Stories

by David Safford | 0 comments

At some in your writer's life, you've probably come across the term Hero's Journey. Maybe you've even studied this guide for storytelling and applied it to your own books—and yet, something about your own application felt off. You wanted to learn more, but didn't know where to start.

Maybe you needed a resource that would simplify the hero's journey steps and all the other major details instead of complicate them.

The Hero's Journey: The Ultimate Guide to the Universal Structure of Great Stories

The Hero's Journey is as old as humanity itself. And through history, this single story form has emerged over and over again. People from all cultures have seemed to favor its structure, and its familiar types of characters (archetypal hero, anyone?), symbols, relationships, and steps.

If you want to build or strengthen your writing career and win a following of many happy readers, you want this particular tool in your writer's toolbox.

Let's dive in.

Need help applying The Hero's Journey to your story outline and manuscript? Download this free Hero's Journey worksheet now!

Why I Love the Hero's Journey (And You Will, Too)

Like many, I grew up loving Star Wars. I especially loved the music and bought the soundtracks at some point in middle school. When my parents weren't home and I had the house all to myself, I'd slip one of the CDs into my stereo, crank the volume up, and blast the London Symphony Orchestra. I even pretended I was conducting the violins and timpani myself.

I know it's nerdy to admit. But we love what we love, and I love the music of great movies.

In a way, the Hero's Journey is like a soundtrack. It follows familiar beats and obeys age-old principles of human emotion. We can't necessarily explain why a piece of music is so beautiful, but we can explain what it does and simply acknowledge that most people like it.

As I've come to understand Joseph Campbell's groundbreaking monomyth theory, commonly known as the Hero's Journey, I've fallen deeper and deeper in love with it.

But it's important to make sure you know what it is, and what it isn't.

The Hero's Journey isn't a formula to simply follow, plugging in hackneyed characters into cliched situations.

It's not “selling out” and giving up your artistic integrity

The Hero's Journey is a set of steps, scenes, character types, symbols, and themes that tend to recur in stories regardless of culture or time period. Within these archetypes are nearly infinite variations and unique perspectives that are impacted by culture and period, reflecting wonderful traits of the authors and audiences.

Also, the Hero's Journey is a process that your reader expects your story to follow, whether they know it or not. This archetype is hard-wired into our D.N.A. Let's look at how to use it to make your own stories stronger.

How to Use This Hero's Journey Post

In the beginning, there were stories. These stories were told by mothers, soldiers, and performers. They were inscribed on the walls of caves, into tablets of stone, and on the first sheets of papyrus.

This is how the Hero's Journey was born.

In this post, I'll walk you through the Hero's Journey twelve steps, and teach you how to apply them into your story. I'll also share additional resources to teach you some other Hero's Journey essentials, like character archetypes, symbols, and themes. By the end of this post, you'll be able to easily apply the Hero's Journey to your story with confidence.

And don't skip out on the practice exercise at the end of the post! This will help you start to carve out the Hero's Journey for your story with a practical fifteen minute exercise—the best way to really retain how the Hero's Journey works is to apply it.

Table of Contents: The Hero's Journey Guide

What is the Hero's Journey?

Why the Hero's Journey will make you a better writer

The Twelve-Step Hero's Journey Structure

  • The Ordinary World
  • The Call to Adventure
  • The Refusal of the Call
  • Meeting the Mentor
  • Crossing the Threshold
  • Trials, Allies, and Enemies
  • The Approach
  • The Road Back
  • The Resurrection
  • Return With the Elixir

5 Essential Hero's Journey Scenes

A Guide to Structuring Your Hero's Journey

Bonus! Additional Hero's Journey Resources

  • 5 Character Archetypes
  • 5 Hero's Journey Symbols
  • 5 Hero's Journey Themes

What Is the Hero's Journey?

The Hero's Journey is the timeless combination of characters, events, symbols, and relationships frequently structured as a sequence of twelve steps. It is a storytelling structure that anyone can study and utilize to tell a story that readers will love.

First identified and defined by Joseph Campbell, the Hero's Journey was theorizied in The Hero With a Thousand Faces . Today, it has been researched and taught by great minds, some including Carl Jung and Christopher Vogler (author of The Writer's Journey: Mythic Structure for Writers ).

This research has given us lengthy and helpful lists of archetypes , or story elements that tend to recur in stories from any culture at any time.

And while some archetypes are unique to a genre, they are still consistent within those genres. For example, a horror story from Japan will still contain many of the same archetypes as a horror story from Ireland. There will certainly be notable differences in how these archetypes are depicted, but the tropes will still appear.

That's the power of the Hero's Journey. It is the skeleton key of storytelling that you can use to unlock the solution to almost any writing problem you are confronted with.

Why the Monomyth Will Make You a Better Writer

The Hero's Journey is the single most powerful tool at your disposal as a writer.

But it isn't a “rule,” so to speak. It's also not a to-do list.

If anything, the Hero's Journey is diagnostic, not prescriptive. In other words, it describes a story that works, but doesn't necessarily tell you what to do.

But the reason you should use the Hero's Journey isn't because it's a great trick or tool. You should use the Hero's Journey because it is based on thousands of years of human storytelling.

It provides a way to connect with readers from all different walks of life.

This is why stories about fantastical creatures from imaginary worlds can forge deep emotional connections with audiences. Hollywood knows this, and its best studios take advantage. As an example, The Lord of the Rings, by J. R. R. Tolkien, contains mythical creatures like elves and hobbits. Yet it is Frodo's heroic journey of sacrifice and courage that draws us to him like a magnet.

Learn how to easily apply the Hero's Journey 12 Steps to your books in this post. Tweet this

David Safford

You deserve a great book. That's why David Safford writes adventure stories that you won't be able to put down. Read his latest story at his website. David is a Language Arts teacher, novelist, blogger, hiker, Legend of Zelda fanatic, puzzle-doer, husband, and father of two awesome children.

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Last updated on Aug 10, 2023

The Hero's Journey: 12 Steps to a Classic Story Structure

About the author.

Reedsy's editorial team is a diverse group of industry experts devoted to helping authors write and publish beautiful books.

About Dario Villirilli

Editor-in-Chief of the Reedsy blog, Dario is a graduate of Mälardalen University. As a freelance writer, he has written for many esteemed outlets aimed at writers. A traveler at heart, he can be found roaming the world and working from his laptop.

The Hero's Journey is a timeless story structure which follows a protagonist on an unforeseen quest, where they face challenges, gain insights, and return home transformed. From Theseus and the Minotaur to The Lion King , so many narratives follow this pattern that it’s become ingrained into our cultural DNA. 

In this post, we'll show you how to make this classic plot structure work for you — and if you’re pressed for time, download our cheat sheet below for everything you need to know.

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Hero's Journey Template

Plot your character's journey with our step-by-step template.

What is the Hero’s Journey?

The Hero's Journey, also known as the monomyth, is a story structure where a hero goes on a quest or adventure to achieve a goal, and has to overcome obstacles and fears, before ultimately returning home transformed.

This narrative arc has been present in various forms across cultures for centuries, if not longer, but gained popularity through Joseph Campbell's mythology book, The Hero with a Thousand Faces . While Campbell identified 17 story beats in his monomyth definition, this post will concentrate on a 12-step framework popularized in 2007 by screenwriter Christopher Vogler in his book The Writer’s Journey .

The 12 Steps of the Hero’s Journey

A circular illustration of the 12 steps of the hero's journey with an adventurous character in the center.

The Hero's Journey is a model for both plot points and character arc development: as the Hero traverses the world, they'll undergo inner and outer transformation at each stage of the journey. The 12 steps of the hero's journey are: 

Believe it or not, this story structure also applies across mediums and genres. Let's dive into it!

1. Ordinary World

In which we meet our Hero.

The journey has yet to start. Before our Hero discovers a strange new world, we must first understand the status quo: their ordinary, mundane reality.

It’s up to this opening leg to set the stage, introducing the Hero to readers. Importantly, it lets readers identify with the Hero as a “normal” person in a “normal” setting, before the journey begins.

2. Call to Adventure

In which an adventure starts.

The call to adventure is all about booting the Hero out of their comfort zone. In this stage, they are generally confronted with a problem or challenge they can't ignore. This catalyst can take many forms, as Campbell points out in Hero with a Thousand Faces . The Hero can, for instance:

The stakes of the adventure and the Hero's goals become clear. The only question: will he rise to the challenge?

Neo in the Matrix answering the phone

3. Refusal of the Call

In which the Hero digs in their feet.

Great, so the Hero’s received their summons. Now they’re all set to be whisked off to defeat evil, right?

Not so fast. The Hero might first refuse the call to action. It’s risky and there are perils — like spiders, trolls, or perhaps a creepy uncle waiting back at Pride Rock . It’s enough to give anyone pause.

In Star Wars , for instance, Luke Skywalker initially refuses to join Obi-Wan on his mission to rescue the princess. It’s only when he discovers that his aunt and uncle have been killed by stormtroopers that he changes his mind.

4. Meeting the Mentor

In which the Hero acquires a personal trainer.

The Hero's decided to go on the adventure — but they’re not ready to spread their wings yet. They're much too inexperienced at this point and we don't want them to do a fabulous belly-flop off the cliff.

Enter the mentor: someone who helps the Hero, so that they don't make a total fool of themselves (or get themselves killed). The mentor provides practical training, profound wisdom, a kick up the posterior, or something abstract like grit and self-confidence.

Harry holding the Marauder's Map with the twins

Wise old wizards seem to like being mentors. But mentors take many forms, from witches to hermits and suburban karate instructors. They might literally give weapons to prepare for the trials ahead, like Q in the James Bond series. Or perhaps the mentor is an object, such as a map. In all cases, they prepare the Hero for the next step.

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5. Crossing the First Threshold

In which the Hero enters the other world in earnest.

Now the Hero is ready — and committed — to the journey. This marks the end of the Departure stage and is when the adventure really kicks into the next gear. As Vogler writes: “This is the moment that the balloon goes up, the ship sails, the romance begins, the wagon gets rolling.”

From this point on, there’s no turning back.

Like our Hero, you should think of this stage as a checkpoint for your story. Pause and re-assess your bearings before you continue into unfamiliar territory. Have you:

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A story is only as strong as its characters. Fill this out to develop yours.

6. Tests, Allies, Enemies

In which the Hero faces new challenges and gets a squad.

When we step into the Special World, we notice a definite shift. The Hero might be discombobulated by this unfamiliar reality and its new rules. This is generally one of the longest stages in the story , as our protagonist gets to grips with this new world.

This makes a prime hunting ground for the series of tests to pass! Luckily, there are many ways for the Hero to get into trouble:

The shark scares Marlin and Dory in Finding Nemo

This stage often expands the cast of characters. Once the protagonist is in the Special World, he will meet allies and enemies — or foes that turn out to be friends and vice versa. He will learn a new set of rules from them. Saloons and seedy bars are popular places for these transactions, as Vogler points out (so long as the Hero survives them).

7. Approach to the Inmost Cave

In which the Hero gets closer to his goal.

This isn’t a physical cave. Instead, the “inmost cave” refers to the most dangerous spot in the other realm — whether that’s the villain’s chambers, the lair of the fearsome dragon, or the Death Star. Almost always, it is where the ultimate goal of the quest is located.

Note that the protagonist hasn’t entered the Inmost Cave just yet. This stage is all about the approach to it. It covers all the prep work that's needed in order to defeat the villain.

In which the Hero faces his biggest test of all thus far.

Of all the tests the Hero has faced, none have made them hit rock bottom — until now. Vogler describes this phase as a “black moment.” Campbell refers to it as the “belly of the whale.” Both indicate some grim news for the Hero.

The protagonist must now confront their greatest fear. If they survive it, they will emerge transformed. This is a critical moment in the story, as Vogler explains that it will “inform every decision that the Hero makes from this point forward.”

The Ordeal is sometimes not the climax of the story. There’s more to come. But you can think of it as the main event of the second act — the one in which the Hero actually earns the title of “Hero.”

9. Reward (Seizing the Sword)

In which the Hero sees light at the end of the tunnel.

Our Hero’s been through a lot. However, the fruits of their labor are now at hand — if they can just reach out and grab them! The “reward” is the object or knowledge the Hero has fought throughout the entire journey to hold.

Once the protagonist has it in their possession, it generally has greater ramifications for the story. Vogler offers a few examples of it in action:

Luke Sjywalker saves Princess Leila

10. The Road Back

In which the light at the end of the tunnel might be a little further than the Hero thought.

The story's not over just yet, as this phase marks the beginning of Act Three. Now that he's seized the reward, the Hero tries to return to the Ordinary World, but more dangers (inconveniently) arise on the road back from the Inmost Cave.

More precisely, the Hero must deal with the consequences and aftermath of the previous act: the dragon, enraged by the Hero who’s just stolen a treasure from under his nose, starts the hunt. Or perhaps the opposing army gathers to pursue the Hero across a crowded battlefield. All further obstacles for the Hero, who must face them down before they can return home.

11. Resurrection

In which the last test is met.

Here is the true climax of the story. Everything that happened prior to this stage culminates in a crowning test for the Hero, as the Dark Side gets one last chance to triumph over the Hero.

Vogler refers to this as a “final exam” for the Hero — they must be “tested once more to see if they have really learned the lessons of the Ordeal.” It’s in this Final Battle that the protagonist goes through one more “resurrection.” As a result, this is where you’ll get most of your miraculous near-death escapes, à la James Bond's dashing deliverances. If the Hero survives, they can start looking forward to a sweet ending.

12. Return with the Elixir

In which our Hero has a triumphant homecoming.

Finally, the Hero gets to return home. However, they go back a different person than when they started out: they’ve grown and matured as a result of the journey they’ve taken.

But we’ve got to see them bring home the bacon, right? That’s why the protagonist must return with the “Elixir,” or the prize won during the journey, whether that’s an object or knowledge and insight gained.

Of course, it’s possible for a story to end on an Elixir-less note — but then the Hero would be doomed to repeat the entire adventure.

Examples of The Hero’s Journey in Action

To better understand this story template beyond the typical sword-and-sorcery genre, let's analyze three examples, from both screenplay and literature, and examine how they implement each of the twelve steps. 

The 1976 film Rocky is acclaimed as one of the most iconic sports films because of Stallone’s performance and the heroic journey his character embarks on.

Sylvester Stallone as Rocky

Moving outside of the ring, let’s see how this story structure holds on a completely different planet and with a character in complete isolation. 

The Martian 

In Andy Weir’s bestselling novel (better known for its big screen adaptation) we follow astronaut Mark Watney as he endures the challenges of surviving on Mars and working out a way to get back home.

Matt Demon walking

Coming back to Earth, let’s now examine a heroine’s journey through the wilderness of the Pacific Crest Trail and her… humanity. 

The memoir Wild narrates the three-month-long hiking adventure of Cheryl Strayed across the Pacific coast, as she grapples with her turbulent past and rediscovers her inner strength.

Reese Witherspoon hiking the PCT

There are countless other stories that could align with this template, but it's not always the perfect fit. So, let's look into when authors should consider it or not.

When should writers use The Hero’s Journey?

3jQDdq8HREc Video Thumb

The Hero’s Journey is just one way to outline a novel and dissect a plot. For more longstanding theories on the topic, you can go here to read about the ever-popular Three-Act Structure, here to discover Dan Harmon's Story Circle, and here to learn about three more prevalent structures.

So when is it best to use the Hero’s Journey? There are a couple of circumstances which might make this a good choice.

When you need more specific story guidance than simple structures can offer

Simply put, the Hero’s Journey structure is far more detailed and closely defined than other story structure theories. If you want a fairly specific framework for your work than a thee-act structure, the Hero’s Journey can be a great place to start.

Of course, rules are made to be broken . There’s plenty of room to play within the confines of the Hero’s Journey, despite it appearing fairly prescriptive at first glance. Do you want to experiment with an abbreviated “Resurrection” stage, as J.K. Rowling did in Harry Potter and the Sorcerer’s Stone? Are you more interested in exploring the journey of an anti-hero? It’s all possible.

Once you understand the basics of this universal story structure, you can use and bend it in ways that disrupt reader expectations.

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When your focus is on a single protagonist

No matter how sprawling or epic the world you’re writing is, if your story is, at its core, focused on a single character’s journey, then this is a good story structure for you. It’s kind of in the name! If you’re dealing with an entire ensemble, the Hero’s Journey may not give you the scope to explore all of your characters’ plots and subplot — a broader three-act structure may give you more freedom to weave a greater number story threads. ​​

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Whether you're a reader or writer, we hope our guide has helped you understand this universal story arc. Want to know more about story structure? We explain 6 more in our guide — read on!

6 responses

PJ Reece says:

25/07/2018 – 19:41

Nice vid, good intro to story structure. Typically, though, the 'hero's journey' misses the all-important point of the Act II crisis. There, where the hero faces his/her/its existential crisis, they must DIE. The old character is largely destroyed -- which is the absolute pre-condition to 'waking up' to what must be done. It's not more clever thinking; it's not thinking at all. Its SEEING. So many writing texts miss this point. It's tantamount to a religions experience, and nobody grows up without it. STORY STRUCTURE TO DIE FOR examines this dramatic necessity.

↪️ C.T. Cheek replied:

13/11/2019 – 21:01

Okay, but wouldn't the Act II crisis find itself in the Ordeal? The Hero is tested and arguably looses his/her/its past-self for the new one. Typically, the Hero is not fully "reborn" until the Resurrection, in which they defeat the hypothetical dragon and overcome the conflict of the story. It's kind of this process of rebirth beginning in the earlier sections of the Hero's Journey and ending in the Resurrection and affirmed in the Return with the Elixir.

Lexi Mize says:

25/07/2018 – 22:33

Great article. Odd how one can take nearly every story and somewhat plug it into such a pattern.

Bailey Koch says:

11/06/2019 – 02:16

This was totally lit fam!!!!

↪️ Bailey Koch replied:

11/09/2019 – 03:46

where is my dad?

Frank says:

12/04/2020 – 12:40

Great article, thanks! :) But Vogler didn't expand Campbell's theory. Campbell had seventeen stages, not twelve.

Comments are currently closed.

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The Hero’s Journey Ultimate Writing Guide with Examples

journey 9 steps

by Alex Cabal

Alex Cabal is the founder and CEO of Scribophile, one of the web’s oldest and largest writing communities, and the editor-in-chief of Standard Ebooks , a volunteer-led project that creates commercial-quality public domain ebooks for free distribution.

What do Star Wars , The Hobbit , and Harry Potter have in common? They’re all examples of a story archetype as old as time. You’ll see this universal narrative structure in books, films, and even video games.

This ultimate Hero’s Journey writing guide will define and explore all quintessential elements of the Hero’s Journey—character archetypes, themes, symbolism, the three act structure, as well as 12 stages of the Hero’s Journey. We’ll even provide a downloadable plot template, tips for writing the Hero’s Journey, and writing prompts to get the creative juices flowing.

What is the Hero’s Journey?

The Hero’s Journey is a universal story structure that follows the personal metamorphosis and psychological development of a protagonist on a heroic adventure. The protagonist goes through a series of stages to overcome adversity and complete a quest to attain an ultimate reward—whether that’s something tangible, like the holy grail, or something internal, like self confidence.

In the process of self-discovery, the archetypal Hero’s Journey is typically cyclical; it begins and ends in the same place (Think Frodo leaving and then returning to the Shire). After the epic quest or adventure has been completed by overcoming adversity and conflict—both physical and mental—the hero arrives where they once began, changed in some as they rose to meet the ultimate conflict or ordeal of the quest.

Joseph Campbell and Christopher Vogler

The Hero’s Journey has a long history of conversation around the form and its uses, with notable contributors including Joseph Campbell and the screenwriter Christopher Vogler , who later revised the steps of the Hero’s Journey.

Joseph Campbell’s “monomyth” framework is the traditional story structure of the Hero’s Journey archetype. Campbell developed it through analysis of ancient myths, folktales, and religious stories. It generally follows three acts in a cyclical, rather than a linear, way: a hero embarks on a journey, faces a crisis, and then returns home transformed and victorious.

Campbell’s ideation of the monomyth in his book The Hero With a Thousand Faces was influenced by Carl Jung’s perspective of psychology and models of self-transformation , where the Hero’s Journey is a path of transformation to a higher self, psychological healing, and spiritual growth.

While Campbell’s original take on the monomyth included 17 steps within the three acts, Christopher Vogler, in his book The Writer’s Journey , refined those 17 steps into 12 stages—the common formula for the modern structure many writers use today.

It’s also worth checking out Maureen Murdock’s work on the archetype, “The Heroine’s Journey.” This takes a look at the female Hero’s Journey, which examines the traditionally masculine journey through a feminist lens.

Hero’s Journey diagram: acts, steps, and stages

Below, you can see the way Volger’s Hero’s Journey is broken into twelve story beats across three acts.

A diagram representing the Hero’s Journey. The 12 steps of the journey surround a circle, which goes in a direction from act 1 to the final act.

Why is the Hero’s Journey so popular?

The structure of the Hero’s Journey appears in many of our most beloved classic stories, and it continues to resonate over time because it explores the concept of personal transformation and growth through both physical and mental trials and tribulations. In some sense, every individual in this mythic structure experiences rites of passage, the search for home and the true authentic self, which is mirrored in a protagonist’s journey of overcoming obstacles while seeking to fulfill a goal.

Additionally, the Hero’s Journey typically includes commonly shared symbols and aspects of the human psyche—the trickster, the mother, the child, etc. These archetypes play a role in creating a story that the reader can recognize from similar dynamics in their own relationships, experiences, and familiar world. Archetypes allow the writer to use these “metaphorical truths”—a playful deceiver, a maternal bond, a person of innocence and purity—to deeply and empathetically connect with the reader through symbolism. That’s why they continue to appear in countless stories all around the world.

Hero’s Journey character archetypes

Character archetypes are literary devices based on a set of qualities that are easy for a reader to identify, empathize with, and understand, as these qualities and traits are common to the human experience.

It should be noted that character archetypes are not stereotypes . While stereotypes are oversimplifications of demographics or personality traits, an archetype is a symbol of a universal type of character that can be recognized either in one’s self or in others in real life.

The following archetypes are commonly used in a Hero’s Journey:

The hero is typically the protagonist or principal point-of-view character within a story. The hero transforms—internally, externally, often both—while on their journey as they experience tests and trials and are aided or hindered by the other archetypes they encounter. In general, the hero must rise to the challenge and at some point make an act of sacrifice for the ultimate greater good. In this way, the Hero’s Journey represents the reader’s own everyday battles and their power to overcome them.

Heroes may be willing or unwilling. Some can be downright unheroic to begin with. Antiheroes are notably flawed characters that must grow significantly before they achieve the status of true hero.

The mentor often possesses divine wisdom or direct experience with the special world, and has faith in the hero. They often give the hero a gift or supernatural aid, which is usually something important for the quest: either a weapon to destroy a monster, or a talisman to enlighten the hero. The mentor may also directly aid the hero or present challenges to them that force internal or external growth. After their meeting, the hero leaves stronger and better prepared for the road ahead.

The herald is the “call to adventure.” They announce the coming of significant change and become the reason the hero ventures out onto a mysterious adventure. The herald is a catalyst that enters the story and makes it impossible for the hero to remain in status quo. Existing in the form of a person or an event, or sometimes just as information, they shift the hero’s balance and change their world.

The Threshold Guardian

This archetype guards the first threshold—the major turning point of the story where the hero must make the true commitment of the journey and embark on their quest to achieve their destiny. Threshold guardians spice up the story by providing obstacles the hero must overcome, but they’re usually not the main antagonist.

The role of the threshold guardian is to help round out the hero along their journey. The threshold guardian will test the hero’s determination and commitment and will drive them forward as the hero enters the next stage of their journey, assisting the development of the hero’s character arc within the plot. The threshold guardian can be a friend who doesn’t believe in the hero’s quest, or a foe that makes the hero question themselves, their desires, or motives in an attempt to deter the hero from their journey. Ultimately, the role of the threshold guardian is to test the hero’s resolve on their quest.

The Shape Shifter

The shape shifter adds dramatic tension to the story and provides the hero with a puzzle to solve. They can seem to be one thing, but in fact be something else. They bring doubt and suspense to the story and test the hero’s ability to discern their path. The shape shifter may be a lover, friend, ally, or enemy that somehow reveals their true self from the hero’s preconceived notion. This often causes the hero internal turmoil, or creates additional challenges and tests to overcome.

The shadow is the “monster under the bed,” and could be repressed feelings, deep trauma, or festering guilt. These all possess the dark energy of the shadow. It is the dark force of the unexpressed, unrealized, rejected, feared aspects of the hero and is often, but not necessarily, represented by the main antagonist or villain.

However, other characters may take the form of the shadow at different stages of the story as “foil characters” that contrast against the hero. They might also represent what could happen if the hero fails to learn, transform, and grow to complete their quest. At times, a hero may even succumb to the shadow, from which they will need to make sacrifices to be redeemed to continue on their overall quest.

The Trickster

The trickster is the jester or fool of the story that not only provides comic relief, but may also act as a commentator as the events of the plot unfold. Tricksters are typically witty, clever, spontaneous, and sometimes even ridiculous. The trickster within a story can bring a light-hearted element to a challenge, or find a clever way to overcome an obstacle.

The Hero’s Journey can be found all across comparative mythology

Hero’s Journey themes and symbols

Alongside character archetypes, there are also archetypes for settings, situations, and symbolic items that can offer meaning to the world within the story or support your story’s theme.

Archetypes of themes, symbols, and situations represent shared patterns of human existence. This familiarity can provide the reader insight into the deeper meaning of a story without the writer needing to explicitly tell them. There are a great number of archetypes and symbols that can be used to reinforce a theme. Some that are common to the Hero’s Journey include:

Situational archetypes

Light vs. dark and the battle of good vs. evil

Death, rebirth, and transformation in the cycle of life

Nature vs. technology, and the evolution of humanity

Rags to riches or vice versa, as commentary on the material world and social status

Wisdom vs. knowledge and innocence vs. experience, in the understanding of intuition and learned experience

Setting archetypes

Gardens may represent the taming of nature, or living in harmony with nature.

Forests may represent reconnection with nature or wildness, or the fear of the unknown.

Cities or small towns may represent humanity at its best and at its worst. A small town may offer comfort and rest, while simultaneously offering judgment; a city may represent danger while simultaneously championing diversity of ideas, beings, and cultures.

Water and fire within a landscape may represent danger, change, purification, and cleansing.

Symbolic items

Items of the past self. These items are generally tokens from home that remind the hero of where they came from and who or what they’re fighting for.

Gifts to the hero. These items may be given to the hero from a mentor, ally, or even a minor character they meet along the way. These items are typically hero talismans, and may or may not be magical, but will aid the hero on their journey.

Found items. These items are typically found along the journey and represent some sort of growth or change within the hero. After all, the hero would never have found the item had they not left their everyday life behind. These items may immediately seem unimportant, but often carry great significance.

Earned rewards. These items are generally earned by overcoming a test or trial, and often represent growth, or give aid in future trials, tests, and conflicts.

The three act structure of the Hero’s Journey

The structure of the Hero’s Journey, including all 12 steps, can be grouped into three stages that encompass each phase of the journey. These acts follow the the external and internal arc of the hero—the beginning, the initiation and transformation, and the return home.

Act One: Departure (Steps 1—5)

The first act introduces the hero within the ordinary world, as they are—original and untransformed. The first act will typically include the first five steps of the Hero’s Journey.

This section allows the writer to set the stage with details that show who the hero is before their metamorphosis—what is the environment of the ordinary world? What’s important to the hero? Why do they first refuse the call, and then, why do they ultimately accept and embark on the journey to meet with the conflict?

This stage introduces the first major plot point of the story, explores the conflict the hero confronts, and provides the opportunity for characterization for the hero and their companions.

The end of the first act generally occurs when the hero has fully committed to the journey and crossed the threshold of the ordinary world—where there is no turning back.

Act Two: Initiation (Steps 6—9)

Once the hero begins their journey, the second act marks the beginning of their true initiation into the unfamiliar world—they have crossed the threshold, and through this choice, have undergone their first transformation.

The second act is generally the longest of the three and includes steps six through nine.

In this act, the hero meets most of the characters that will be pivotal to the plot, including friends, enemies, and allies. It offers the rising action and other minor plot points related to the overarching conflict. The hero will overcome various trials, grow and transform, and navigate subplots—the additional and unforeseen complexity of the conflict.

This act generally ends when the hero has risen to the challenge to overcome the ordeal and receives their reward. At the end of this act, it’s common for the theme and moral of the story to be fully unveiled.

Act Three: Return (Steps 10—12)

The final stage typically includes steps 10—12, generally beginning with the road back—the point in the story where the hero must recommit to the journey and use all of the growth, transformation, gifts and tools acquired along the journey to bring a decisive victory against their final conflict.

From this event, the hero will also be “reborn,” either literally or metaphorically, and then beginning anew as a self-actualized being, equipped with internal knowledge about themselves, external knowledge about the world, and experience.

At the end of the third act, the hero returns home to the ordinary world, bringing back the gifts they earned on their journey. In the final passages, both the hero and their perception of the ordinary world are compared with what they once were.

The 12 steps of the Hero’s Journey

The following guide outlines the 12 steps of the Hero’s Journey and represents a framework for the creation of a Hero’s Journey story template. You don’t necessarily need to follow the explicit cadence of these steps in your own writing, but they should act as checkpoints to the overall story.

We’ll also use JRR Tolkien’s The Hobbit as a literary example for each of these steps. The Hobbit does an exemplary job of following the Hero’s Journey, and it’s also an example of how checkpoints can exist in more than one place in a story, or how they may deviate from the typical 12-step process of the Hero’s Journey.

Step One: “The Ordinary World”

1. The Ordinary World

This stage in the Hero’s Journey is all about exposition. This introduces the hero’s backstory—who the hero is, where they come from, their worldview, culture, and so on. This offers the reader a chance to relate to the character in their untransformed form.

As the story and character arc develop, the reader is brought along the journey of transformation. By starting at the beginning, a reader has a basic understanding of what drives the hero, so they can understand why the hero makes the choices they do. The ordinary world shows the protagonist in their comfort zone, with their worldview being limited to the perspective of their everyday life.

Characters in the ordinary world may or may not be fully comfortable or satisfied, but they don’t have a point of reference to compare—they have yet to leave the ordinary world to gain the knowledge to do so.

Step One example

The Hobbit begins by introducing Bilbo in the Shire as a respectable and well-to-do member of the community. His ordinary world is utopian and comfortable. Yet, even within a village that is largely uninterested in the concerns of the world outside, the reader is provided a backstory: even though Bilbo buys into the comforts and normalcy of the Shire, he still yearns for adventure—something his neighbors frown upon. This ordinary world of the Shire is disrupted with the introduction of Gandalf—the “mentor”—who is somewhat uncomfortably invited to tea.

2. Call to Adventure

The call to adventure in the Hero’s Journey structure is the initial internal conflict that the protagonist hero faces, that drives them to the true conflict that they must overcome by the end of their journey.

The call occurs within the known world of the character. Here the writer can build on the characterization of the protagonist by detailing how they respond to the initial call. Are they hesitant, eager, excited, refusing, or willing to take a risk?

Step Two example

Bilbo’s call to adventure takes place at tea as the dwarves leisurely enter his home, followed by Gandalf, who identifies Bilbo as the group’s missing element—the burglar, and the lucky 14th member.

Bilbo and his ordinary world are emphasized by his discomfort with his rambunctious and careless guests. Yet as the dwarves sing stories of old adventures, caverns, and lineages, which introduce and foreshadow the conflict to come, a yearning for adventure is stirred. Though he still clings to his ordinary world and his life in the Shire, he’s conflicted. Should he leave the shire and experience the world, or stay in his comfortable home? Bilbo continues to refuse the call, but with mixed feelings.

Step Three: “Refusal of the Call”

3. Refusal of the Call

The refusal of the call in the Hero’s Journey showcases a “clinging” to one’s original self or world view. The initial refusal of the call represents a fear of change, as well as a resistance to the internal transformation that will occur after the adventure has begun.

The refusal reveals the risks that the protagonist faces if they were to answer the call, and shows what they’ll leave behind in the ordinary world once they accept.

The refusal of the call creates tension in the story, and should show the personal reasons why the hero is refusing—inner conflict, fear of change, hesitation, insecurity, etc. This helps make their character clearer for the reader.

These are all emotions a reader can relate to, and in presenting them through the hero, the writer deepens the reader’s relationship with them and helps the reader sympathize with the hero’s internal plight as they take the first step of transformation.

Step Three example

Bilbo refuses the call in his first encounter with Gandalf, and in his reaction to the dwarves during tea. Even though Bilbo’s “Tookish” tendencies make him yearn for adventure, he goes to bed that night still refusing the call. The next morning, as Bilbo awakes to an empty and almost fully clean hobbit home, he feels a slight disappointment for not joining the party, but quickly soothes his concerns by enjoying the comfort of his home—i.e. the ordinary world. Bilbo explores his hesitation to disembark from the ordinary world, questioning why a hobbit would become mixed up in the adventures of others, and choosing not to meet the dwarves at the designated location.

4. Meeting the Mentor

Meeting the mentor in the Hero’s Journey is the stage that provides the hero protagonist with a guide, relationship, and/or informational asset that has experience outside the ordinary world. The mentor offers confidence, advice, wisdom, training, insight, tools, items, or gifts of supernatural wonder that the hero will use along the journey and in overcoming the ultimate conflict.

The mentor often represents someone who has attempted to overcome, or actually has overcome, an obstacle, and encourages the hero to pursue their calling, regardless of the hero’s weaknesses or insecurities. The mentor may also explicitly point out the hero’s weaknesses, forcing them to reckon with and accept them, which is the first step to their personal transformation.

Note that not all mentors need to be a character . They can also be objects or knowledge that has been instilled in the hero somehow—cultural ethics, spiritual guidance, training of a particular skill, a map, book, diary, or object that illuminates the path forward, etc. In essence, the mentor character or object has a role in offering the protagonist outside help and guidance along the Hero’s Journey, and plays a key role in the protagonist’s transition from normalcy to heroism.

The mentor figure also offers the writer the opportunity to incorporate new information by expanding upon the story, plot, or backstory in unique ways. They do this by giving the hero information that would otherwise be difficult for the writer to convey naturally.

The mentor may accompany the hero throughout most of the story, or they may only periodically be included to facilitate changes and transformation within them.

Step Four example

The mentor, Gandalf, is introduced almost immediately. Gandalf is shown to be the mentor, firstly through his arrival from—and wisdom of—the outside world; and secondly, through his selection of Bilbo for the dwarven party by identifying the unique characteristics Bilbo has that are essential to overcoming the challenges in the journey. Gandalf doesn’t accompany Bilbo and the company through all of the trials and tribulations of the plot, but he does play a key role in offering guidance and assistance, and saves the group in times of dire peril.

Step Five: “Crossing the Threshold”

5. Crossing the Threshold

As the hero crosses the first threshold, they begin their personal quest toward self-transformation. Crossing the threshold means that the character has committed to the journey, and has stepped outside of the ordinary world in the pursuit of their goal. This typically marks the conclusion of the first act.

The threshold lies between the ordinary world and the special world, and marks the point of the story where the hero fully commits to the road ahead. It’s a crucial stage in the Hero’s Journey, as the hero wouldn’t be able to grow and transform by staying in the ordinary world where they’re comfortable and their world view can’t change.

The threshold isn’t necessarily a specific place within the world of the story, though a place can symbolize the threshold—for example a border, gateway, or crossroads that separate what is safe and “known” from what is potentially dangerous. It can also be a moment or experience that causes the hero to recognize that the comforts and routine of their world no longer apply—like the loss of someone or something close to the hero, for example. The purpose of the threshold is to take the hero out of their element and force them, and the reader, to adapt from the known to the unknown.

This moment is crucial to the story’s tension. It marks the first true shift in the character arc and the moment the adventure has truly begun. The threshold commonly forces the hero into a situation where there’s no turning back. This is sometimes called the initiation stage or the departure stage.

Step Five example

The threshold moment in The Hobbit occurs when the party experiences true danger as a group for the first time. Bilbo, voted as scout by the party and eager to prove his burglar abilities, sneaks upon a lone fire in the forest where he finds three large trolls. Rather than turn back empty-handed—as he initially wants to—Bilbo chooses to prove himself, plucking up the courage to pickpocket the trolls—but is caught in the process. The dwarves are also captured and fortunately, Gandalf, the mentor, comes to save the party.

Bilbo’s character arc is solidified in this threshold moment. He experiences his first transformation when he casts aside fear and seeks to prove himself as a burglar, and as an official member of the party. This moment also provides further characterization of the party as a whole, proving the loyalty of the group in seeking out their captured member.

Gandalf’s position as the mentor is also firmly established as he returns to ultimately save all of the members of the party from being eaten by trolls. The chapter ends with Bilbo taking ownership of his first hero talisman—the sword that will accompany him through the rest of the adventure.

6. Tests, Allies, Enemies

Once the hero has crossed the threshold, they must now encounter tests of courage, make allies, and inevitably confront enemies. All these elements force the hero to learn the new ways of the special world and how it differs from the hero’s ordinary world—i.e. how the rules have changed, the conditions of the special world vs. the ordinary world, and the various beings and places within it.

All these elements spark stages of transformation within the hero—learning who they can trust and who they can’t, learning new skills, seeking training from the mentor, and overcoming challenges that force and drive them to grow and transform.

The hero may both succeed and fail at various points of this stage, which will test their commitment to the journey. The writer can create tension by making it clear that the hero may or may not succeed at the critical moment of crisis. These crises can be external or internal.

External conflicts are issues that the character must face and overcome within the plot—e.g. the enemy has a sword drawn and the hero must fight to survive.

Internal conflicts occur inside the hero. For example, the hero has reached safety, but their ally is in peril; will they step outside their comfort zone and rise to the occasion and save their friend? Or will they return home to their old life and the safety of the ordinary world?

Tests are conflicts and threats that the hero must face before they reach the true conflict, or ordeal, of the story. These tests set the stage and prime the hero to meet and achieve the ultimate goal. They provide the writer the opportunity to further the character development of the hero through their actions, inactions, and reactions to what they encounter. The various challenges they face will teach them valuable lessons, as well as keep the story compelling and the reader engaged.

Allies represent the characters that offer support to the protagonist along the journey. Some allies may be introduced from the beginning, while others may be gained along the journey. Secondary characters and allies provide additional nuance for the hero, through interactions, events, and relationships that further show who the hero is at heart, what they believe in, and what they’re willing to fight for. The role of the allies is to bring hope, inspiration, and further drive the hero to do what needs to be done.

Enemies represent a foil to the allies. While allies bring hope and inspiration, enemies will provide challenges, conflicts, tests, and challenges. Both allies and enemies may instigate transformative growth, but enemies do so in a way that fosters conflict and struggle.

Characterization of enemies can also enhance the development of the hero through how they interact and the lessons learned through those interactions. Is the hero easily duped, forgiving, empathetic, merciful? Do they hold a grudge and seek revenge? Who is the hero now that they have been harmed, faced an enemy, and lost pieces of their innocent worldview? To answer that, the hero is still transforming and gestating with every lesson, test, and enemy faced along the way.

Step Six example

As the plot of The Hobbit carries on, Bilbo encounters many tests, allies, and enemies that all drive complexity in the story. A few examples include:

The first major obstacle that Bilbo faces occurs within the dark and damp cave hidden in the goblin town. All alone, Bilbo must pluck up the wit and courage to outriddle a creature named Gollum. In doing so, Bilbo discovers the secret power of a golden ring (another hero talisman) that will aid him and the party through the rest of the journey.

The elves encountered after Bilbo “crosses the threshold” are presented as allies in the story. The hero receives gifts of food, a safe place to rest, and insight and guidance that allows the party to continue on their journey. While the party doesn’t dwell long with the elves, the elves also provide further character development for the party at large: the serious dwarf personalities are juxtaposed against the playful elvish ones, and the elves offer valuable historical insight with backstory to the weapons the party gathered from the troll encounter.

Goblins are a recurring enemy within the story that the hero and party must continue to face, fight, and run from. The goblins present consistent challenges that force Bilbo to face fear and learn and adapt, not only to survive but to save his friends.

Step Seven: “Approach to the Inmost Cave”

7. Approach to the Inmost Cave

The approach to the inmost cave of the Hero’s Journey is the tense quiet before the storm; it’s the part of the story right before the hero faces their greatest fear, and it can be positioned in a few different ways. By now, the hero has overcome obstacles, setbacks, and tests, gained and lost allies and enemies, and has transformed in some way from the original protagonist first introduced in the ordinary world.

The moment when the hero approaches the inmost cave can be a moment of reflection, reorganization, and rekindling of morale. It presents an opportunity for the main characters of the story to come together in a moment of empathy for losses along the journey; a moment of planning and plotting next steps; an opportunity for the mentor to teach a final lesson to the hero; or a moment for the hero to sit quietly and reflect upon surmounting the challenge they have been journeying toward for the length of their adventure.

The “cave” may or may not be a physical place where the ultimate ordeal and conflict will occur. The approach represents the momentary period where the hero assumes their final preparation for the overall challenge that must be overcome. It’s a time for the hero and their allies, as well as the reader, to pause and reflect on the events of the story that have already occurred, and to consider the internal and external growth and transformation of the hero.

Having gained physical and/or emotional strength and fortitude through their trials and tests, learned more rules about the special world, found and lost allies and friends, is the hero prepared to face danger and their ultimate foe? Reflection, tension, and anticipation are the key elements of crafting the approach to the cave.

Step Seven example

The approach to the cave in The Hobbit occurs as the party enters the tunnel of the Lonely Mountain. The tunnel is the access point to the ultimate goal—Thorin’s familial treasure, as well as the ultimate test—the formidable dragon Smaug. During this part of the story, the party must hide, plot, and plan their approach to the final conflict. It’s at this time that Bilbo realizes he must go alone to scout out and face the dragon.

8. The Ordeal

The ordeal is the foreshadowed conflict that the hero must face, and represents the midpoint of the story. While the ordeal is the ultimate conflict that the hero knows they must overcome, it’s a false climax to the complete story—there’s still much ground to cover in the journey, and the hero will still be tested after completing this, the greatest challenge. In writing the ordeal phase of the Hero’s Journey, the writer should craft this as if it actually were the climax to the tale, even though it isn’t.

The first act, and the beginning of the second act, have built up to the ordeal with characterization and the transformation of the hero through their overcoming tests and trials. This growth—both internal and external—has all occurred to set the hero up to handle this major ordeal.

As this stage commences, the hero is typically faced with fresh challenges to make the ordeal even more difficult than they previously conceived. This may include additional setbacks for the hero, the hero’s realization that they were misinformed about the gravity of the situation, or additional conflicts that make the ordeal seem insurmountable.

These setbacks cause the hero to confront their greatest fears and build tension for both the hero and the reader, as they both question if the hero will ultimately succeed or fail. In an epic fantasy tale, this may mean a life-or-death moment for the hero, or experiencing death through the loss of an important ally or the mentor. In a romance, it may be the moment of crisis where a relationship ends or a partner reveals their dark side or true self, causing the hero great strife.

This is the rock-bottom moment for the hero, where they lose hope, courage, and faith. At this point, even though the hero has already crossed the threshold, this part of the story shows how the hero has changed in such a way that they can never return to their original self: even if they return to the ordinary world, they’ll never be the same; their perception of the world has been modified forever.

Choosing to endure against all odds and costs to face the ordeal represents the loss of the hero’s original self from the ordinary world, and a huge internal transformation occurs within the hero as they must rise and continue forth to complete their journey and do what they set out to do from the beginning.

The ordeal may also be positioned as an introduction to the greater villain through a trial with a shadow villain, where the hero realizes that the greatest conflict is unveiled as something else, still yet to come. In these instances, the hero may fail, or barely succeed, but must learn a crucial lesson and be metaphorically resurrected through their failure to rise again and overcome the greater challenge.

Step Eight example

Bilbo must now face his ultimate challenge: burgle the treasure from the dragon. This is the challenge that was set forth from the beginning, as it’s his purpose as the party’s 14th member, the burglar, anointed by Gandalf, the mentor. Additional conflicts arise as Bilbo realizes that he must face the dragon alone, and in doing so, must rely on all of the skills and gifts in the form of talismans and tokens he has gained throughout the adventure.

During the ordeal, Bilbo uses the courage he has gained by surmounting the story’s previous trials; he’s bolstered by his loyalty to the group and relies upon the skills and tools he has earned in previous trials. Much as he outwitted Gollum in the cave, Bilbo now uses his wit as well as his magical ring to defeat Smaug in a game of riddles, which ultimately leads Smaug out of the lair so that Bilbo can complete what he was set out to do—steal the treasure.

Step Nine: “Reward”

The reward of the Hero’s Journey is a moment of triumph, celebration, or change as the hero achieves their first major victory. This is a moment of reflection for both the reader and the hero, to take a breath to contemplate and acknowledge the growth, development, and transformation that has occurred so far.

The reward is the boon that the hero learns, is granted, or steals, that will be crucial to facing the true climax of the story that is yet to come. The reward may be a physical object, special knowledge, or reconciliation of some sort, but it’s always a thing that allows for some form of celebration or replenishment and provides the drive to succeed before the journey continues.

Note that the reward may not always be overtly positive—it may also be a double-edged sword that could harm them physically or spiritually. This type of reward typically triggers yet another internal transformation within the hero, one that grants them the knowledge and personal drive to complete the journey and face their remaining challenges.

From the reward, the hero is no longer externally driven to complete the journey, but has evolved to take on the onus of doing so.

Examples of rewards may include:

A weapon, elixir, or object that will be necessary to complete the quest.

Special knowledge, or a personal transformation to use against a foe.

An eye-opening experience that provides deep insight and fundamentally changes the hero and their position within the story and world.

Reconciliation with another character, or with themselves.

No matter what the reward is, the hero should experience some emotional or spiritual revelation and a semblance of inner peace or personal resolve to continue the journey. Even if the reward is not overtly positive, the hero and the reader deserve a moment of celebration for facing the great challenge they set out to overcome.

Step Nine example

Bilbo defeats the dragon at a battle of wits and riddles, and now receives his reward. He keeps the gifts he has earned, both the dagger and the gold ring. He is also granted his slice of the treasure, and the Lonely Mountain is returned to Thorin. The party at large is rewarded for completing the quest and challenge they set out to do.

However, Tolkien writes the reward to be more complex than it first appears. The party remains trapped and hungry within the Mountain as events unfold outside of it. Laketown has been attacked by Smaug, and the defenders will want compensation for the damage to their homes and for their having to kill the dragon. Bilbo discovers, and then hides, the Arkenstone (a symbolic double edged reward) to protect it from Thorin’s selfishness and greed.

Step Ten: “The Road Back”

10. The Road Back

The road back in the Hero’s Journey is the beginning of the third act, and represents a turning point within the story. The hero must recommit to the journey, alongside the new stakes and challenges that have arisen from the completion of the original goal.

The road back presents roadblocks—new and unforeseen challenges to the hero that they must now face on their journey back to the ordinary world. The trials aren’t over yet, and the stakes are raised just enough to keep the story compelling before the final and ultimate conflict—the hero’s resurrection—is revealed in the middle of the third act.

The hero has overcome their greatest challenge in the Ordeal and they aren’t the same person they were when they started. This stage of the story often sees the hero making a choice, or reflecting on their transformed state compared to their state at the start of the journey.

The writer’s purpose in the third act is not to eclipse the upcoming and final conflict, but to up the stakes, show the true risk of the final climax, and to reflect on what it will take for the hero to ultimately prevail. The road back should offer a glimmer of hope—the light at the end of the tunnel—and should let the reader know the dramatic finale is about to arrive.

Step Ten example

What was once a journey to steal treasure and slay a dragon has developed new complications. Our hero, Bilbo, must now use all of the powers granted in his personal transformation, as well as the gifts and rewards he earned on the quest, to complete the final stages of the journey.

This is the crisis moment of The Hobbit ; the armies of Laketown are prepared for battle to claim their reward for killing Smaug; the fearless leader of their party, Thorin, has lost reason and succumbed to greed; and Bilbo makes a crucial choice based his personal growth: he gives the Arkenstone to the king as a bargaining chip for peace. Bilbo also briefly reconnects with the mentor, Gandalf, who warns him of the unpleasant times ahead, but comforts Bilbo by saying that things may yet turn out for the best. Bilbo then loyally returns to his friends, the party of dwarves, to stand alongside them in the final battle.

11. Resurrection

The resurrection stage of the Hero’s Journey is the final climax of the story, and the heart of the third act. By now the hero has experienced internal and external transformation and a loss of innocence, coming out with newfound knowledge. They’re fully rooted in the special world, know its rules, and have made choices that underline this new understanding.

The hero must now overcome the final crisis of their external quest. In an epic fantasy tale, this may be the last battle of light versus darkness, good versus evil, a cumulation of fabulous forces. In a thriller, the hero might ultimately face their own morality as they approach the killer. In a drama or romance, the final and pivotal encounter in a relationship occurs and the hero puts their morality ahead of their immediate desires.

The stakes are the highest they’ve ever been, and the hero must often choose to make a sacrifice. The sacrifice may occur as a metaphoric or symbolic death of the self in some way; letting go of a relationship, title, or mental/emotional image of the self that a hero once used as a critical aspect of their identity, or perhaps even a metaphoric physical death—getting knocked out or incapacitated, losing a limb, etc.

Through whatever the great sacrifice is, be it loss or a metaphoric death, the hero will experience a form of resurrection, purification, or internal cleansing that is their final internal transformation.

In this stage, the hero’s character arc comes to an end, and balance is restored to the world. The theme of the story is fully fleshed out and the hero, having reached some form of self-actualization, is forever changed. Both the reader and the hero experience catharsis—the relief, insight, peace, closure, and purging of fear that had once held the hero back from their final transformation.

Step Eleven example

All the armies have gathered, and the final battle takes place. Just before the battle commences, Bilbo tells Thorin that it was he who gave the Arkenstone to the city of men and offers to sacrifice his reward of gold for taking the stone. Gandalf, the mentor, arrives, standing beside Bilbo and his decision. Bilbo is shunned by Thorin and is asked to leave the party for his betrayal.

Bilbo experiences a symbolic death when he’s knocked out by a stone. Upon awakening, Bilbo is brought to a dying Thorin, who forgives him of his betrayal, and acknowledges that Bilbo’s actions were truly the right thing to do. The theme of the story is fully unveiled: that bravery and courage comes in all sizes and forms, and that greed and gold are less worthy than a life rich in experiences and relationships.

Step Twelve: “Return with the Elixir”

12. Return with the Elixir

The elixir in the Hero’s Journey is the final reward the hero brings with them on their return, bridging their two worlds. It’s a reward hard earned through the various relationships, tests, and growth the hero has experienced along their journey. The “elixir” can be a magical potion, treasure, or object, but it can also be intangible—love, wisdom, knowledge, or experience.

The return is key to the circular nature of the Hero’s Journey. It offers a resolution to both the reader and the hero, and a comparison of their growth from when the journey began.

Without the return, the story would have a linear nature, a beginning and an end. In bringing the self-actualized hero home to the ordinary world, the character arc is completed, and the changes they’ve undergone through the journey are solidified. They’ve overcome the unknown, and though they’re returning home, they can no longer resume their old life because of their new insight and experiences.

Step Twelve example

The small yet mighty hero Bilbo is accompanied on his journey home by his mentor Gandalf, as well as the allies he gathered along his journey. He returns with many rewards—his dagger, his golden ring, and his 1/14th split of the treasure—yet his greatest rewards are his experience and the friends he has made along the way. Upon entering the Shire Bilbo sings a song of adventure, and the mentor Gandalf remarks, “My dear Bilbo! Something is the matter with you, you are not the hobbit you were.”

The final pages of The Hobbit explore Bilbo’s new self in the Shire, and how the community now sees him as a changed hobbit—no longer quite as respectable as he once was, with odd guests who visit from time to time. Bilbo also composes his story “There and Back Again,” a tale of his experiences, underlining his greatest reward—stepping outside of the Shire and into the unknown, then returning home, a changed hobbit.

Books that follow the Hero’s Journey

One of the best ways to become familiar with the plot structure of the Hero’s Journey is to read stories and books that successfully use it to tell a powerful tale. Maybe they’ll inspire you to use the hero’s journey in your own writing!

The Lord of the Rings trilogy by J. R. R. Tolkien.

The Harry Potter series by J. K. Rowling.

The Earthsea series by Ursula K. Le Guin.

The Odyssey by Homer.

Siddhartha by Herman Hesse.

Pride and Prejudice by Jane Austen.

Writing tips for the Hero’s Journey

Writing a Hero’s Journey story often requires planning beforehand to organize the plot, structure, and events of the story. Here are some tips to use the hero’s journey archetype in a story:

Use a template or note cards to organize and store your ideas. This can assist in ensuring that you tie up any loose ends in the plot, and that the cadence of your story is already outlined before you begin writing.

Use word count goals for writing different sections of your story. This can help you keep pace while you plan and write the first draft. You can always revise, edit, and add in detail at later stages of development, but getting the ideas written without bogging them down with details can assist in preparing your outline, and may perhaps provide additional inspiration and guidance along the way.

Lean into creativity and be flexible with the 12 steps. They don’t need to occur in the exact order we’ve listed above, but that ordering can offer great checkpoint moments for your story.

Invest in characterization and ensure that your main character is balanced with credible strengths and weaknesses. A perfect, pure hero has no room to grow. A one-dimensional villain who relies on the trope of “pure evil” without any motivations for their actions is boring and predictable.

Ensure tension and urgency is woven into the story. An epic tale to the grocery store for baby formula may still be fraught with danger, and the price of failure is a hungry child. Without urgency, tension, and risk, a Hero’s Journey will fall flat.

Be hard on your characters. Give them deep conflicts that truly test their nature, and their mental, physical, and spiritual selves. An easy journey isn’t a memorable one.

Have a balance of scenes that play on both positive and negative emotions and outcomes for the hero to create a compelling plot line that continues to engage your reader. A story that’s relentlessly positive doesn’t provide a pathway for the hero to transform. Likewise, a story that’s nothing but doom, strife, and turmoil, without a light at the end of the tunnel or an opportunity for growth, can make a story feel stagnant and unengaging.

Reward your characters and your reader. Personal transformation and the road to the authentic self may be grueling, but there’s peace or joy at the end of the tunnel. Even if your character doesn’t fully saved the world, they—and the reader—should be rewarded with catharsis, a new perspective, or personal insight at the end of the tale.

Hero’s Journey templates

Download these free templates to help you plan out your Hero’s Journey:

Download the Hero’s Journey template template (docx) Download the Hero’s Journey template template (pdf)

Prompts and practices to help you write your own Hero’s Journey

Use the downloadable template listed below for the following exercises:

Read a book or watch a movie that follows the Hero’s Journey. Use the template to fill in when each step occurs or is completed. Make note of themes and symbols, character arcs, the main plot, and the subplots that drive complexity in the story.

When writing, use a timer set to 2—5 minutes per section to facilitate bursts of creativity. Brainstorm ideas for cadence, plot, and characters within the story. The outline you create can always be modified, but the timer ensures you can get ideas on paper without a commitment; you’re simply jotting down ideas as quickly as you can.

Use the downloadable template above to generate outlines based on the following prompts.

A woman’s estranged mother has died. A friend of the mother arrives at the woman’s home to tell her that her mother has left all her belongings to her daughter, and hands her a letter. The letter details the mother’s life, and the daughter must visit certain places and people to find her mother’s house and all the belongings in it—learning more about her mother’s life, and herself, along the way.

The last tree on earth has fallen, and technology can no longer sustain human life on Earth. An engineer, having long ago received alien radio signals from a tower in their backyard, has dedicated their life to building a spaceship in their garage. The time has come to launch, and the engineer must select a group of allies to bring with them to the stars, on a search for a new life, a new home, and “the others” out there in the universe.

A detective is given a new case: to find a much-talked-about murderer. The twist is, the murderer has sent a letter to the detective agency, quietly outing a homicidal politician who is up for re-election and is a major financial contributor to the police. In the letter, the murderer states that if the politician doesn’t come clean about their crimes, the murderer will kill the politician on the night of the election. The detective must solve the case before the election, and come to terms with their own feelings of justice and morality.

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The Hero's Journey: Stages, Steps, and Examples

Christina Crampe

Remember when you were younger, probably around middle school age, and your teacher introduced the Greek mythology lesson? It was such an exciting time of reading books like Rick Riordan's Percy Jackson & The Olympians: The Lightning Thief . Maybe you fell in love with Percy, a lovable and relatable young boy struggling with his identity. Or maybe you were a part of the dystopian crave and fell in love with Katniss Everdeen from Suzanne Collins' The Hunger Games . Either way, this may have been your first introduction to the hero's journey (we're sure you've seen the templates). After all, the hero's journey is all around us!

If you fell in love with reading a hero's journey archetype and want to try to create your own modern hero, then you've come to the perfect place. We're going to explore the crucial steps of a hero's journey and what they entail, so you can have a template through which to write your own story. Your questions act as our call to action (you'll understand what we mean by that shortly). But first, let's define a hero's journey. After all, how can we possibly evaluate the steps of a hero's journey if we don't even have a solid definition?

The hero's journey

A hero ventures forth from the world of common day into a region of supernatural wonder: fabulous forces are there encountered and a decisive victory is won: The hero comes back from this mysterious adventure with the power to bestow boons on his fellow man. The Hero With a Thousand Faces by Joseph Campbell

The hero's journey is the story of a hero who leaves the ordinary world to go on an adventure full of peril. On it, the hero will gain both adversaries and allies, and will face a great evil. The hero will also face his shadow self, which is perhaps the most frightening antagonist of all.

Campbell references 17 total steps in the hero's journey. Wait a minute, 17 steps? That seems like a lot. Don't worry! Depending on who you ask, the number of steps and what those steps look like will differ, though they all follow a similar template. The hero's journey is commonly accepted to have 12 main steps. To make it even simpler on you, these steps can actually be broken down into three stages: the departure, the initiation, and the return.

The Hero's Journey

Stage 1: the departure

girl walking with a backpack on

The departure is just as you might expect. This is the stage where the protagonist is introduced, typically in a modern, realistic setting, and we are introduced to some struggles the protagonist may be experiencing or questions they may have about their own identity. This stage can be broken into our first four steps.

  • The ordinary world : As we said, we are first introduced to our protagonist and soon-to-be hero in the reality we know. It is just as the first step is listed: the ordinary world. There is no magic, mayhem, or supernatural creatures evident in this ordinary world. It is the world the protagonist has known all their life.
  • Call to adventure : This is one of the steps you may be most familiar with, as it's one of the most commonly known phrases in literature. Regardless of what genre you are writing, your hero has a call to action. After all, there must be a reason why the protagonist leaves the mundane, comfortable lifestyle they've lived up until now. This is the moment where the journey or quest is initiated: a problem, challenge, or quest is presented to the protagonist, and they must decide to leave behind their ordinary lives to face new challenges. Whether the protagonist is immediately threatened, a family member is threatened, or they see something they shouldn't have, it is up to the protagonist to respond to the call.
  • Refusal of the call : Wow, isn't it so cool that the hero was discovered by some other world (or they discovered it!) and now they get to embark on this awesome journey? Yes, well, sometimes. Despite how amazing it may seem to be called to accept a quest (hence the reason why this archetype is so popular in literature), the protagonist may not be feeling that excitement. In fact, it's likely that the protagonist is feeling nervous, anxious, scared, hesitant, and thus, resistant to the call at first (don't worry, they'll give in eventually).
  • Meeting the mentor/supernatural aid : Okay, so the protagonist is done refusing the call. Maybe they've gotten over their fears, or maybe something happened that makes it impossible for them to continue to deny their inevitable quest. Yay! Now it's time for our protagonist to meet their mentor. The mentor can be supernatural or not, but they act as a teacher, trainer, and instructor for the protagonist. After all, the protagonist is going to need some serious guidance once they've been booted out of their ordinary world. This step involves a lot of trust, though, as the protagonist may barely know their mentor. This step also involves the passing on of certain tools and equipment the protagonist may need to succeed on their journey. These can be special powers or physical instruments.

Stage 2: the initiation

figure standing beneath the light coming in from a save hole

Now that you've spent a decent chunk of time introducing your protagonist (and hero!) and their conflict, it's time to head into the second stage of the hero's journey: the initiation. Before you do this, though, ensure you've checked off the first four items on the previous list. It is crucial that you meet these criteria for a successful hero's journey. After all, the hero can't be truly initiated into their new world if you have not established their old world, their main conflict, and the introduction of their next steps.

This next stage will take up the largest portion of your story. You should fill it with lots of new characters, settings, and trials and tests for your protagonist to endure. This is also a stage where you should focus a lot on character development for your protagonist. No person is going to go through a massive journey and end up the same person they once were when everything is said and done. Take this time to think about how you want your protagonist to change and what it's going to take to accomplish that change.

  • Crossing the first threshold : This is the point at which the hero decides to embark on the adventure and cross over into the unknown, leaving his or her ordinary world behind. This is called the threshold because there is something or someone acting as a literal barrier between the protagonist's ordinary world and their new world. Beyond the threshold lies trials and tribulations and potential risks and dangers. Once the protagonist takes that first step beyond this threshold, there is no returning to the life they once knew. This is where the hero's actual journey truly begins.
  • Introduction to tests, friends, and foe : This is the step of the story where the cast of characters expands and a new setting, the new world, is introduced. The protagonist may be lost in their new world, so they must evaluate the new people around them to identify potential allies, enemies, or morally ambiguous characters. Trust is established or denied. Just like anyone would struggle with encountering anew environment, the protagonist will endure some struggles of their own, but this is how they'll determine who is friend and who is foe, establishing other character roles in the process. The rules of the ordinary world do not apply to this new world, so hopefully the protagonist meets some good people who will teach him the new ways of life.
  • Approaching the innermost cave : At this point on the hero's journey, they have left all semblance of the ordinary world behind. This step marks the preparation for the main event of the journey. The protagonist may gather materials and even other characters, if they're trustworthy enough, to take on the rest of the steps of the quest with them. The cave acts as a metaphor for what the protagonist is about to endure: risk, danger, darkness, and even potential loss. This step also includes some of the tests leading up to the large test yet, which happens to be the next step in the hero's journey.
  • The ordeal : Buckle up, this is about to be a wild ride! That's right, your hero has finally made it to one of the biggest challenges of all. The protagonist is no longer approaching the innermost cave. Rather, the protagonist is now fully in the belly of the beast, and what a beast it is! The ordeal is usually not the climax of the story, but this is the moment where the protagonist truly transforms from an ordinary character into a true hero. It may involve their greatest fear or a physically or mentally demanding task.
  • The reward : If your protagonist, now hero, succeeds in their greatest challenge, then they will be given a reward that makes the journey worth so much time, effort, and challenge. If they can succeed, then there is hope for them, that bright light that shines through the top of a dark cave and promises fulfillment and a future. This is what the hero has been fighting for this whole time. As for the reward itself, you should make sure it makes sense in the context of your story. It can be an object, a piece of knowledge, or even something entirely different, so long as its value matches the degree of the journey.

Stage 3: the return

a man stands at the top of a hill with his fist raised and a reflection of his face overlaying the figure

Wahoo, your hero has endured so much and has finally gotten their reward! It's over, right? They can return to their ordinary life and reap the benefits of all their hard work? Wrong! Things are never as easy as they seem, especially in a hero's journey, so why would the road back to the ordinary world be any different for your hero?

  • On the road again : This is the turning point, literally. The hero turns back around, hoping to return to their normal life after receiving their reward. But thing's are never that simple, so be sure to make sure that road is blocked. Traffic cones, stoplights, maybe a supernatural villain or catastrophic natural disaster! That should do the trick. If the road back home was easy, we'd be bored, so maintain the stakes with challenges for the hero to face as they make their way back home.
  • The resurrection : Congratulations, you've finally reached the climax of your story. Remember how we said the ordeal was the moment where your protagonist transformed from an ordinary character into an actual hero, this is the moment where they can prove to us that they deserve the hero title, after all. The stakes become extremely high, as the hero does not want to fail after having endured so much already. This is the final test for the hero and the final opportunity for the villain or opposing forces to defeat the hero. If the hero comes out on top, then they will finally be able to reach that light at the end of the tunnel.
  • Return with the elixir : The hero has finally completed all their challenges and is able to return home with their reward. Their transformation is complete, and they've most likely become a better person because of the journey. Or, if you want to add a twist to this step, you can always have the hero fail to return without they set out to receive, but you better be prepared to write a sequel and a whole other journey!

Following the template

mockingjay necklace

Since we mentioned The Hunger Games at the very beginning, let's use Katniss Everdeen and her hero's journey as a model for this template.

  • The ordinary world : Katniss Everdeen is introduced as a citizen on District 12, a poor mining district. She spends her days hunting in the woods to provide food for her family.
  • The call to action : Every year, a reaping takes place where a male and female tribute from each district is randomly chosen to take place in the Hunger Games, a fight to the death. During the reaping, Katniss' sister Primrose is selected, so Katniss volunteers to take her place as the female tribute from District 12.
  • Refusal of the call : As we mentioned, you may not include all 12 steps of the hero's journey in your own story. Katniss does not actually refuse the call, as she volunteered herself to save her sister. A refusal of the call is slightly seen in Peeta, Katniss' fellow tribute, as he is visibly nervous and shaken up. The nature of this story makes it so that a refusal is impossible.
  • Meeting the mentor : Katniss meets Haymitch Abernathy, a previous Hunger Games victor from her District. He is her literal mentor and is meant to teach her how to make allies, get sponsors, and survive in the arena. She also finds a mentor in Cinna, the person in charge of her appearance for promotions.
  • Crossing the threshold : Katniss is whisked out of District 12 and on the train to the gaudy, wealthy Capitol.
  • Introduction to tests, friends, and foe : Katniss must attempt to learn who to trust while also earning sponsors and impressing the Game Makers. Katniss makes a reluctant alliance with Peeta and admires Rue from District 11. During training, it is evident that the Careers (tributes from the wealthier districts) are enemies.
  • Approaching the innermost cave : Katniss enters the physical arena.
  • The ordeal : The arena is full of challenges: tracker jackers, mutant wolves, poisonous berries, and other tributes trying to survive. The games themselves are the whole ordeal.
  • The reward : Katniss and Peeta are the last tributes standing.
  • On the road again : Although Katniss and Peeta have survived, there can only be one winner, and the Capitol wants to force them to select who lives and who dies.
  • The resurrection : Katniss' bold attempt at a mutual suicide leads to both of them being allowed to live as victors, lest they become martyrs in front of the whole country.
  • Return with the elixir : Katniss and Peeta return to District 12 as victors, allowing them to live lives of wealth and luxury. If you've read the books, you'll know this is nowhere near the end of Katniss' journey.

Reaping the rewards

If you've managed to check off all 12 steps on our hero's journey checklist, then you've got yourself an awesome hero's journey. If you're just starting out on your own journey of writing for a hero, then be sure to follow this template for maximum results. Be the hero in your own journey and remember to never give up as you face those roadblocks and challenges while buckling down and writing a story of your own!

Header photo by Zoltan Tasi .

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How to create a customer journey map—a step-by-step guide with examples

Learning more about client experience is the best way to understand and improve it. As you are reading this article, you already know that 😉 

Here, you will find a detailed step-by-step guide on making a customer journey map (CJM), examples, expert tips, templates, and a PDF guide to download and save for later.

  • 1 What is a customer journey map?
  • 2 Benefits of client journey mapping
  • 3.1 Step 1: Define your persona
  • 3.2 Step 2: Set customer journey stages
  • 3.3 Step 3: Define journey map sections
  • 3.4 Step 4: Set customer goals
  • 3.5 Step 5: Define touchpoints
  • 3.6 Step 6: Processes and channels
  • 3.7 Step 7: Problems and ideas
  • 3.8 Step 8: Emotional graph
  • 3.9 Step ?: Be Creative!
  • 4 Customer journey map examples
  • 5 A customer journey mapping checklist
  • 6 The free guide to download

What is a customer journey map?

A customer journey map is the final output of the collaborative visualization process called customer journey mapping. This process lets you reveal typical experiences the customers have over time when interacting with your organization, service, or product. A finished map provides insights into their actions, processes, goals, needs, channels, emotions, and many other aspects shaping the customer experience. 

Journey maps can be of different scopes. For example, a broad-scope map would include multiple customer journey stages like ‘Awareness’, ‘Decision’, ‘Purchase’, ‘Support’, and ‘Renewal’. In contrast, a map with a narrower focus would look at a few specific stages like ‘Decision’ and ‘Purchase’.

customer journey map example

CJMs focusing on the current experience are AS-IS maps, while journey maps visualizing the future, desired, state of the experience are called TO-BE maps.

There’s also a similar technique, customer experience mapping, which is often used interchangeably with journey mapping. Experience maps are variations of maps, but they typically cover a wider range of interactions and contexts beyond a specific consumer-business relationship. 

Benefits of client journey mapping

Why make journey mapping your tool of choice? There are plenty of reasons, the major of which include:

  • Gaining a deeper understanding of your customers 

For instance, a high-end fashion retailer may discover that its younger customers prefer online shopping, while older customers enjoy the in-store experience.

  • Getting a single view of your customer within the organization

Journey mapping will help you turn a fragmented vision of the customer experience into a unified, organization-wide one. It will have a massive impact on the decision-making process, encouraging you to consider how your actions will affect your clients and become customer-focused.

  • Breaking corporate and cross-department silos 

To make the way toward delivering a great customer experience, you will need to collaborate with others. Understanding why this collaboration is essential, departments and employees will be more inclined to participate in conversations and collaborate.

team work in customer journey mapping

  • Improving customer experience, retention, and loyalty

While working on a map, you will discover customer pain points at different stages of their journey with you. Fixing the most crucial one as quickly as possible will do you a good turn by eliminating the reasons for leaving you. If fixes take much time, look for quick wins first. 

For instance, adding details about your shipping policy on the website will take a developer half an hour, while it will set the right expectations among customers. They won’t be expecting the delivery the next day anymore, bombarding your customer support team with frustrated messages. Another example is a subscription-based video streaming service that can personalize content recommendations to keep subscribers engaged and less likely to cancel their subscriptions.

  • Better conversion and targeting of your target customers

Sometimes, it makes sense to zero in on a specific segment or, in journey mapping terms, focus on particular personas. Customer journey insights give you a deeper understanding of these individuals, helping you craft more effective marketing strategies. By identifying and analyzing key touchpoints —where your customers interact with your brand—you can better understand their needs and pain points, ensuring that each interaction is meaningful and contributes to a seamless overall experience.

journey mapping helps understand target customers

How to build a customer journey map

Although there is no gold standard for creating a customer journey map, we’ll try to create a somewhat generalized map. So that you can use it as a reference when making maps of your own.

We’ll be using our CJM Online tool along the way for two reasons. Because it’s easy to use and lets you create a map fairly quickly without wasting time setting up the environment.  

We’ll take a pizza restaurant as an example and learn how to make a customer journey map together. Once you understand the principles, you can apply them to create a journey map for any business, no matter the industry. 

Step 1: Define your persona

Creating personas is a crucial part of customer experience service and journey mapping in particular. We won’t go into details—you can find them in the post about defining personas .

Let’s just say that our persona’s name will be Eva Molin—29, works as a journalist and loves pizza. Eva is not really tech-savvy, and she tries to maintain a healthy lifestyle.

eva-pizzeria-customer-journey-map

Step 2: Set customer journey stages

Stages are the steps customers take when interacting with a business. The easiest way to identify them is to think of all the actions the person has to take throughout their journey, organize them into logical groups, and name these groups. These will be your map stages. 

The number of stages varies from business to business, but we’ll take 8 for this example:

💡 Expert tips: 

  • If you’re unsure about the order or names of the stages, don’t worry about that. You can change both at any time when working on the map.
  • If your stages are complex, you can break them into smaller ones. Read this blog post about defining customer journey stages to learn more.

Step 3: Define journey map sections

Sections are horizontal rows with data that, together with the stages you defined, make up a customer journey map.

When picking sections for a map, your choice will depend on your journey’s type and purpose. 

As for UXPressia’s Journey Map tool, it offers a set of more or less universal sections for all kinds of maps. 

We’ll use some of the sections in the current example.

Step 4: Set customer goals

Setting customer goals at each stage is great for multiple reasons:

  • It helps you understand how your business goals align with the goals of your customers.
  • You can meet your customers’ needs better, gaining their loyalty by helping them achieve their goals at each stage.

Eva's goals on customer journey map

Above, you can see some of the goals we set for Eva. They are self-explanatory, so there’s no need for extra details.

Step 5: Define touchpoints

Touchpoints are encounters that happen between your business and customers. In the pizza restaurant example, touchpoints happen:

  • At the Awareness phase, when Eva is actively looking for a pizza place nearby. She is asking around, searching locations on Google Maps, etc.
  • At the Research phase, when she is trying to find out what people say about the place by asking her friends and reading online reviews.
  • At the Arrival stage, when Eva searches for a parking spot and enters the restaurant to get seated after parking the car.
  • At the Order stage, when she makes an order and waits for it.
  • Time to eat! At this stage, touchpoints occur when Eva is being served and when she is eating her meal.
  • At the Leave stage, Eva interacts with the waiter, pays for the meal, etc.
  • At the Feedback stage, she goes to the pizzeria’s website and drops a few lines on Instagram.
  • At the last stage, Eva gets a promo email from the restaurant with discounts or other special offers.

Defining all the touchpoints is critical because each touchpoint leaves some impression, and your main goal is to keep it up to the mark.

You can also have a separate section to describe the actions your persona takes:

touchpoints on a customer journey map

Step 6: Processes and channels

Processes and channels

Now, you may want to add some processes and channels to the map. Just to see what channels your persona uses and what types of processes are in their journey. Luckily, our tool lets you do it in the most awesome way. Processes can be linear, non-linear & time-based, cyclic, or bi-directional. In UXPressia, you can specify up to 10 channels per process.

adding channels to a CJM

Step 7: Problems and ideas

It’s time to explore problems Eva might have when using our service. It could be a lack of info about the pizza house. Few reviews and ads do not show how our pizza differs from others.

Upon arriving, Eva may struggle with locating the place due to unclear information on signboards or just because of a hard-to-find location.

When making her order, Eva may look for detailed info on dish ingredients to learn whether it contains peanuts she’s allergic to. Descriptions may not be as detailed as she’d want them to be.

While waiting for the pizza, Eva may want to check out the place. Finding a restroom can turn into a nightmare if you don’t have clear signs showing what’s where in the restaurant.

Once you’re done with problems, it’s time to find solutions to these problems. Brainstorm for some ideas on how this or that problem can be solved. Here’s what we brainstormed for Eva’s case:

voting feature

Pro tip: You can have your team vote on decisions either synchronously or asynchronously to determine which solutions to prioritize and implement. 

Step 8: Emotional graph

Never underestimate the power of visualization. And our Customer Journey tool is all about it. We added an emotional graph to see where our service example shines and where it stinks. Plus, we filled text boxes with Eva’s thoughts:

emotional graph on a customer journey map

There’s also a special section ( “Think & feel” ) to put personas’ thoughts.

Step ?: Be Creative!

This is a good start, but the map is far from being complete. So, keep exploring Eva’s journey to find more insights and then add all of them to the map.

If you use our tool (which we highly recommend you to do), check out other CJM sections:

  • Image section for screenshots, photos, or any other relevant imagery. You can even turn it into a storyboard , describing the journey from beginning to end with your images or those from our library.

storyboards

  • Charts section for communicating data in a visual and meaningful way, just like we did it in the persona:

charts in UXPressia

  • Video and document sections for journey-related videos and documentation (e.g., an annual marketing report).
  • Personas section for visualizing different personas’ interactions within the same journey.
  • Metrics. In UXPressia, you can embed different metrics into your maps and personas, connecting your customer experience data with the customer journey and business KPIs.

metrics

💡 Expert tip: The section with the persona’s questions works like a charm for marketing and content purposes. So be sure to add one 😉

The section with persona’s questions

Customer journey map examples

There are also a whole lot of free CJM templates for all sorts of journeys in our library. Here are three examples we picked for you, each made in our customer journey builder .

  • Example 1: a mobile user journey

This user journey map template covers the digital experience of the persona who discovers a new mobile app, installs it, and uses the app for some time before deleting it.

mobile user journey example

  • Example 2: a client journey map for a corporate bank

This free template is an example of a multi-persona, B2B customer journey. The key persona is a newly opened company looking for a bank to run their business. The map also visualizes interactions between the personas involved. 

journey 9 steps

  • Example 3: a digital customer journey

This customer journey map example shows the digital journey of three customer personas who want to buy a new pair of sneakers online. They go through the same stages, but if you look at the map, you will be able to see the differences in customer behavior, goals, and actions. It’s also a multi-persona journey map .

journey 9 steps

A customer journey mapping checklist

As a quick recap, here is a checklist with key steps to follow when building a customer journey map:

  • Do research

To represent real people, your real customers, and visualize their journeys, you must base your personas and journey maps upon actual data.

  • Define your customer persona(s)

Identify your target personas. Create detailed profiles focusing on information relevant to your journey mapping initiative. Include such details as background, customer needs, motivations, channels, etc. 

  • Specify journey map stages

Determine the stages you want to have on your map and come up with their names.

  • Decide on the map sections

Determine which sections to include in your map (e.g., actions, touchpoints, emotions, channels).

  • Set customer goals for each stage

Make sure that it is your customers’ goals, not your business goals.

  • Identify touchpoints between the persona(s) and your organization, product, or service

Consider both online and offline interactions.

  • Map out processes and channels

Visualize the journey-specific processes and the channels your customers use at each stage. Include both digital and physical channels.

  • Highlight problems and look for opportunities

Identify any pain points and issues customers might encounter. Brainstorm potential solutions and quick wins to improve the experience.

  • Add details about the emotional experience

Visualize the persona’s emotional journey. Include thoughts and feelings where it’s relevant.

  • Use more sections

Include illustrations, images, and charts to make the map visually engaging and easy to understand. Enrich your journey map with more data, like KPIs related to journey stages.

Feel free to tailor this checklist to the specific context of your business and your project's needs.

The free guide to download

As a bonus, download our free guide to mapping out the customer journey. Fill in the form below to get a PDF file as an email.

Related posts

The post was originally written in 2017.

Rate this post

Creating a Persona — a step-by-step guide with tips and examples

first of all, excellent example and I’m very happy to I could understand how to create user journey map, due to for a long time I can’t understand it and how, many thanks for your efforts 🙂 I have some question about ser journey map. I hope to open your chest for me,

1-no there are rules for user journey map? 2-I need another example ?(for example Uber)?further understand 3-have I create user journey map without customer?

Arthur McCay

Hello, Karim!

I am very glad that this article helped you understand customer journey mapping 🙂

In regards to your first question, I would say that journey maps differ from business to business. However, they tend to have the same structure give or take. So no matter what industry you make a CJM for, you will end up having several stages and a bunch of sections we mentioned in this post.

If you’re looking for CJM examples of Uber customers, here is one: https://www.mindomo.com/doc.htm?d=92be818b774d422bad7eab790957ebc0&m=7d286174ccf1450bbb77c921a609ff65 Plus we have a lot more on our template page: https://uxpressia.com/templates

As for your last question, yes. You may have a journey map without a customer (persona) and use target audience segments instead (or have a generic map without personas at all, though I don’t recommend the latter as in this case it will be hard to empathize with real people). So you will certainly have to introduce a customer down the road to gain a deeper understanding of the journey.

many thanks for your reply to me and again I have some questions

1-why you don’t use in your example? user experience, empathy maps such as use goal touch point, and how to create it 2-As for the previous example (Uber) very confuse for me not as your example

Could you please rephrase your first question? And as for the Uber map, well, that’s all I managed to find. 🙂 But again, here you can find a hundred of map examples of all stripes and colors: https://uxpressia.com/templates

welcome again, my question is? what’s different between Aware and Research

The differences come from the names.

At the aware stage your client realizes that there’s a need for a service/product. Or they find out that your company exists and offer a desired service.

While at the research stage they either do research on your business (e.g. visit your website or ask their friends if they used your service) or they research what is out there on the market that can help them.

Makes sense? 🙂

Saleh

Thank you for this,

I am wondering , Have you done examples on B2B services. I work in Accreditation & Certification, this seems to be the least visited topic in marketing platforms and blog sites.

Katerina Kondrenko

We have some B2B templates in our Template Library . Type B2B tag in the search placeholder and you will see all categories with the fitting templates. You can also explore the B2B mapping guide here .

Good luck and happy customers!

Shreya

Great article, well articulated and detailed. I am starting off with service design and was wondering if I could get some advice mapping out a customer journey for a specific project. I was mapping out how do one approach to repair services?

Sofia Grigoreva

Hi Shreya, glad you liked the article!

If you’re dealing with home repair, I might suggest our pre-filled template for an interior design agency customer journey: https://uxpressia.com/templates/real-estate . Templates can be a great starting point even if they’re not a 100% match to your use case.

Other than that, you will need to create a persona. If you don’t have any research data yet, do it based on your assumptions. Then, try to visualize what their experience across all stages and interactions with the repair service might be. Once you have the first draft, you can proceed with validating it and adding more data as it comes in.

If you have more context on the project, I can look into it and come up with specific tips 🙂

emlak uzmanı

I very delighted to find this internet site on bing, just what I was searching for as well saved to fav

Rok Software

Thank you for sharing, it was something I researched.

Hi Rok! Happy mapping 🙂

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9 Steps to your Winning Customer Journey Strategy

Author Image

By   Julie Choo

Published: October 3, 2023

Last Update: January 9, 2024

TOPICS:   Service Design

In the ever-evolving landscape of business, one thing remains constant: the customer is king. And to keep the king content, a well-defined customer journey strategy is paramount. In this blog post, we’ll dive into the world of customer journey strategy, exploring its intricacies, the importance of customer journey mapping, and how it all contributes to enhancing the customer experience. Buckle up; we’re about to embark on a journey of our own.

Customer Journey: What is it?

Step 1: define your objectives, step 2: identify customer personas, step 3: collect customer data, step 4: create a visual representation, step 5: define touchpoints, step 6: walk in your customers’ shoes, step 7: capture emotions and pain points, step 8: analyze and iterate, step 9: implement changes – bringing it all together, elevating customer experience: the north star of your strategy.

At its core, a customer journey represents the route a customer takes from their first interaction with your brand to the final purchase and beyond. Understanding this journey is the first step in crafting an effective customer journey strategy. It’s akin to setting up signposts along a road – guiding your customers on a seamless voyage.

A well-mapped customer journey not only benefits your customers but also your business. It enables you to anticipate customer needs, identify pain points, and optimize touchpoints to foster loyalty.

journey 9 steps

9 Steps of the Customer Journey Map

Customer journey mapping is the cartography of your customer’s experience. It’s where you take a deep dive into each step of their journey, from awareness to post-purchase engagement. Mapping allows you to see the journey from the customer’s perspective, highlighting pain points, moments of delight, and opportunities for improvement.

When crafting your map, consider customer personas, touchpoints, and channels. Visualizing the customer’s path helps in aligning your marketing, sales, and support teams to provide a cohesive and delightful experience.

Magnifier by strategy journey representing identifying objectives

Before setting sail, you need to chart your course. Start by defining your objectives. What specific aspects of the customer journey are you looking to understand or improve? Here’s a few common example of ideas to look at when considering your company’s objective

  • Churn Reduction : One of the most common objectives is reducing churn or customer attrition. Your goal might be to pinpoint the exact stages in the customer journey where customers tend to drop off and identify strategies to retain them.
  • Conversion Rate Optimization : If your primary aim is to increase conversions, your objectives could revolve around understanding the barriers that prevent prospects from moving smoothly through the sales funnel. What’s stopping them from becoming paying customers?
  • Enhanced Customer Loyalty : For businesses seeking to boost customer loyalty, objectives may focus on identifying the touchpoints and interactions that contribute most to customer satisfaction. What can you do to turn satisfied customers into loyal advocates?
  • Improved Customer Support : If customer support is a priority, you might aim to uncover pain points in the support journey. Are customers waiting too long for assistance? Are their issues resolved effectively? Your objectives could involve streamlining the support process for better customer experiences.
  • Personalization and Engagement : In a world where personalization is key, objectives might be centered on tailoring the customer journey to individual preferences. What data points can you gather to offer more personalized recommendations and interactions?
  • Cost Reduction : For cost-conscious businesses, objectives could revolve around optimizing the customer journey to reduce operational costs. Are there redundant touchpoints or inefficient processes that can be streamlined?

Practical implementation of this step involves convening a cross-functional team to brainstorm, discuss, and define your objectives. Each department, from marketing to customer support, should have input to ensure a comprehensive perspective.

Objectives should be documented, and their importance should be communicated throughout the organization. This clarity ensures that everyone is working toward a common goal, enhancing collaboration and alignment.

Every explorer needs a crew, and in this journey, your crew comprises customer personas. There are questions you should consider and ask. Create detailed profiles of your typical customers, considering;

Customer Data with graphs and text for for identifying customer personas

  • Demographics and Psychographics : Start by defining the basic demographics of your personas, such as age, gender, location, and income. Dive deeper into psychographics, understanding their values, interests, and lifestyle choices. For example, are your potential customers tech-savvy millennials seeking convenience, or are they older, price-conscious consumers looking for reliability?
  • Goals and Pain Points: Delve into the goals and pain points of each persona. What are they trying to achieve when interacting with your brand? What obstacles or frustrations might they encounter along the way? Knowing these aspects allows you to provide solutions at critical touchpoints.
  • Behavioral Patterns: Explore the behavioral patterns of your personas. How do they typically engage with your brand? Are they frequent visitors to your website, or do they prefer in-person interactions? Understanding these patterns helps in optimizing customer touchpoints.
  • Communication Preferences: Identify how your personas prefer to communicate. Do they engage via email, social media, or phone calls? Tailor your communication channels to align with their preferences for more effective interactions.
  • Decision-Making Process: Determine the decision-making process of your personas. Are they impulsive buyers, or do they conduct thorough research before making a purchase? This insight helps you align your marketing strategies and content with their decision journey.

In the realm of customer journey mapping, gathering customer data is akin to excavating precious gems of knowledge, crucial for achieving a deeper understanding of your audience and ensuring customer retention. It serves as the compass guiding your business through the intricate maze of customer preferences, behaviors, and expectations while minimizing customer churn. Effective data collection is not just a task but a strategic endeavor that requires precision and purpose, allowing you to engage with your target audience more effectively.

Customer data gathering | by Strategy Journey

To embark on this data collection voyage, you must first identify the sources of valuable information within your reach. These sources span a spectrum, from website analytics and social media metrics to customer surveys designed to survey customers for insights. Categorize the data into distinct types, including demographic, behavioral, psychographic, and transactional data. For instance, understanding the preferences of tech-savvy millennials or the cautious spending habits of older customers can offer insights into customer churn and retention. Ensuring the quality and accuracy of this data is paramount, as it’s the cornerstone upon which insightful decisions are made. Implement data validation processes to minimize errors and uphold data integrity. Moreover, always respect customer privacy and adhere to data protection regulations, seeking clear consent for data collection to foster trust.

In practice, customer surveys can directly capture feedback and insights, uncovering a few examples of pain points or preferences that influence customer retention. Tools like Google Analytics help track website visitor behavior, providing essential data for tailoring your strategies. CRM systems centralize customer information, offering a unified view of interactions and preferences that can inform customer retention efforts. Social media listening uncovers sentiment and trends, guiding your engagement with the target audience. Additionally, data mining techniques reveal customer preferences that, when acted upon, boost customer retention. Regular data audits and cross-referencing data from various sources ensure data accuracy, while stringent data security measures and compliance with regulations protect sensitive information. By mastering the art of data collection, you not only unlock the secrets of the customer journey but also pave the way for crafting meaningful and personalized experiences that resonate with your target audience, thereby enhancing customer retention and reducing churn. With data as your guiding star, you’re equipped to navigate the seas of customer insights with confidence and purpose.

Check Boxes IPad representing collected data

Now, it’s time to put pen to paper (or rather, pixels to screen) and create a visual representation of the customer journey. Use software or even a whiteboard to sketch out the different stages and touchpoints your customers go through. Each stage represents a milestone in their journey.

Team members working together to draw out visual mind map of customer journey

In the intricate tapestry of crafting an effective marketing strategy that caters to customer expectations and cultivates loyal customers. A touchpoint is any interaction between a customer and your brand, a moment when your customer journeys through your offerings, and their experience is shaped. Understanding and strategically defining these touchpoints empowers you to orchestrate a seamless, delightful journey that resonates with your audience.

journey 9 steps

To begin this journey of touchpoint definition, it’s essential to comprehensively map the customer’s journey. This involves identifying every instance where a customer comes into contact with your brand, whether it’s through a website visit, a social media interaction, a customer service call, or even an in-store experience. By recognizing these touchpoints, you can tailor your marketing strategy to meet customer expectations at each juncture.

The goal is to ensure that every interaction leaves a positive impression, fostering loyalty and trust among your customers. Whether it’s a user-friendly website interface or a personalized email campaign, every touchpoint is an opportunity to engage, delight, and convert customers into loyal advocates of your brand.

Creating a customer journey that truly engages and resonates with your audience is about stepping into your customers’ shoes, cultivating empathy, and fostering customer success. It’s not just about understanding their needs but also their emotions, challenges, and aspirations throughout their buying process.

To effectively walk in your customers’ shoes, start by revisiting your customer personas and immersing yourself in their characteristics, preferences, and pain points. Conduct interviews and surveys to gain deeper insights into their experiences and expectations. Organize workshops where cross-functional teams can collectively analyze the customer journey and identify areas for improvement. Employ mystery shopping and competitor benchmarking to uncover hidden gaps. Analyze customer feedback to spot recurring themes and issues.

Walking in your Customers Shoes | By Strategy Journey

Empathy should not be a one-time exercise but an integral part of your decision-making process. When empathy becomes ingrained in your organization’s culture, every team member considers its impact on customer success. By walking in your customers’ shoes, you gain a profound understanding of their journey, which becomes the foundation for designing meaningful interactions, fostering customer satisfaction, and driving brand advocacy. So, lace up those metaphorical shoes and embark on a journey to create a customer journey that ensures customer success throughout the buying process.

In the intricate world of customer journey mapping, Understanding your customer’s emotions and pain points plays a pivotal role in cultivating a deeper connection with your audience. This step revolves around the art of capturing emotions and pain points that shape customer interactions. Emotions are the driving force behind customer decisions and actions, while pain points represent the obstacles they encounter. Recognizing and understanding these aspects empowers businesses to create solutions that resonate with customers’ feelings and alleviate their concerns.

Representation of Customer Pain Points and Emotions by | Strategy Journeey

To capture emotions and pain points effectively, businesses can employ various strategies. Emotion-centric surveys can be designed to prompt customers to express their feelings and experiences at different touchpoints, be it during a purchase or while engaging with the customer service team. Empathy mapping workshops encourage collaborative creation of empathy maps, visually representing customer personas’ emotions and pain points throughout their journey. Customer interviews should go beyond the standard questions, urging customers to share emotional experiences and elaborate on their pain points.

Feedback analysis can be enriched by incorporating emotional tags to categorize responses and identify sentiments. Social media listening offers a real-time glimpse into customer emotions as they discuss brands online, providing opportunities for businesses to engage and gain a deeper understanding of their audience’s perspectives. Ultimately, applying these insights can transform ordinary interactions into memorable experiences, fostering customer satisfaction, loyalty, and advocacy in the process.

In this step, we dive deeper into understanding and enhancing our customer journey maps. It’s like finding hidden treasures in a treasure hunt. First, we dig into all the information we’ve gathered about our customers, like feedback and surveys. Then, we use cool tools to turn this data into easy-to-understand pictures. These pictures show us how customers behave on their journey with our business.

But we don’t stop at just looking at pictures. We take action ! We listen to what customers say and what the numbers tell us. If something’s not right, like customers not staying with us for long, we figure out why and make changes. We also keep an eye on what other businesses are doing to see if we can do things better. It’s like always trying to make our customer journey maps more effective and exciting.

This isn’t a one-time job; it’s an ongoing adventure. As customers’ needs change, our journey maps should change with them. We work together across our teams to make sure our business strategy lines up with these maps. This way, we’re not just meeting but exceeding our customers’ expectations. And that’s how we keep them happy and coming back for more, making our business stand out from the crowd.

Once you’ve charted the course, it’s time to steer the ship. Implement changes and improvements based on your findings. Ensure that all departments and teams are aligned with the new strategy and understand their roles in enhancing the customer journey.

Through these nine steps, from defining objectives to implementing changes, we’ve embarked on a transformative journey ourselves. We’ve learned to see our business from the customer’s perspective, understand their emotions, and continuously adapt to meet their needs. By mastering these steps, we ensure that our customer journey maps are not just diagrams on a wall but effective tools that drive our business strategy. In doing so, we don’t just satisfy customers; we create loyal advocates who keep our business thriving. So, as we implement changes, we do it with a sense of purpose and a commitment to delivering exceptional customer experiences.

Customer experience (CX) is the heart and soul of your customer journey strategy. It’s not just about a single transaction; it’s about fostering long-term relationships. A positive CX ensures customers return, become brand advocates, and fuel business growth.

To enhance CX, focus on personalization, responsiveness, and consistency across all touchpoints. Leverage data and feedback to refine your strategy continuously. Remember, it’s the little things that make a big difference.

Customer Journey from start to end | Strategy Journey

The Power of Customer Journey Mapping

Now that we’ve delved into the importance of customer journey mapping, let’s explore how it can transform your customer journey strategy.

Identifying Pain Points: Mapping helps pinpoint pain points in the customer journey, allowing you to address and eliminate them. This leads to a smoother and more enjoyable experience.

Optimizing Touchpoints: With a detailed map, you can optimize touchpoints, ensuring that each interaction aligns with your brand’s values and objectives.

Predicting Customer Behavior : A well-constructed customer journey map allows you to predict customer behavior, enabling you to proactively meet their needs.

Enhancing Personalization: Personalization is key to exceptional customer experiences. Mapping facilitates tailored interactions at each stage of the journey.

Measuring Success: By mapping the customer journey, you can establish clear metrics and KPIs to measure the success of your strategy.

In the realm of modern business, crafting a winning customer journey strategy is not just an option; it’s a necessity. A well-mapped customer journey, combined with a relentless focus on customer experience, can set your brand apart and drive sustainable growth. 

About the author

Julie Choo is lead author of THE STRATEGY JOURNEY book and the founder of STRATABILITY ACADEMY. She speaks regularly at numerous tech, careers and entrepreneur events globally. Julie continues to consult at large Fortune 500 companies, Global Banks and tech start-ups. As a lover of all things strategic, she is a keen Formula One fan who named her dog, Kimi (after Raikkonnen), and follows football - favourite club changes based on where she calls home.

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October 30, 2020 By aurora 2 Comments

9 Steps to Start Your Spiritual Journey

Recently one of this blog's readers asked me to share how I embarked on my spiritual journey. What a great question! Although I feel I had always been looking for it, I didn't really commit to living a spiritual life until December 30th, 2015.

I remember the moment very well because it was my last day at a job I quit with no plans for the future. You see, until that very moment, I had always planned everything. Even when I couldn't plan, I was always stressing out and waiting for the time when I could make something happen. Exactly. The way. I wanted.

So here's how I embarked on my spiritual journey. I broke it down to 9 steps, so you too can start exploring your own connection to something deeper. Just remember, there are many different paths...trust your inner guidance as you take your first step in your spiritual journey.

9 Steps to Start Your Spiritual Journey

1. Surrender

By the end of 2015 I was seriously burned out, physycally and emotionally depleted. I had put on over 25 pounds in the past few years, felt more sick than ever before, and was exhausted. No matter how hard I tried to control things, something was always escaping my grasp. For years I had followed the type of coaching advice that says Reasons or Results! You commit to it, you do it! There is no reality, you choose your reality! You can get anything you want! Pick a goal and STICK with it! You get the idea.

That stuff is poison. It works well in the short or medium run, and when things go the way you want them to go. But the moment something outside of your control hits you, the moment you are faced with profound hurt and suffering, the moment you make a mistake, the moment tragedy strikes, the moment your trauma is triggered, you are toast.

I had become really good at making money and really crappy at being good to myself and at feeling my own heart. I had started to lose my connection to my Soul.

2015 was the year I read The Surrender Experiment . I actually listened to it as an audiobook and I just couldn't put it down. I finished it, and then I listened to it again. That book spoke to me. Michael Singer was saying out loud what I craved: surrender. I didn't want to control, I wanted to let go . I wanted to trust that Life would include me and take care of me as I was , not only after I became more ... (intelligent, successful, committed, enlightened, etc). I wanted to feel I was OK now .

I had been looking for this all my life and somehow always ended up defaulting to the fake empowerment of self-help, goal setting, and making money out of survival. Michael Singer didn't just share abstract concepts in his autobiography, he wrote about what it was like to surrender. I wanted that. So I chose to surrender. And that was the start of my spiritual journey and of the rest of my life.

Tip: You cannot control your surrender experience. So keep your wits about you, but understand that if you want to truly experience surrendering to Life, you have at some point to just take the leap. There is no way to know how it will all turn out - and that's the point.

9 Steps to Start Your Spiritual Journey

2. Find a practice that works for you

On December 30th, 2015 I got really serious about this surrendering business and looked online for a place where I could meditate. I decided I was going to pull a "Mickey Singer" and go with the flow!

Now, you have to remember that this was me saying I wanted to surrender while still way deep in my habit of wanting to control everything. So I decided I had to find a place where I could learn meditation, but not just any type of meditation... it had to be Buddhist, but not just any type of Buddhist meditation...it had to be Tibetan, but not just any type of Tibetan meditation, it had to be traditional Buddhist Tibetan meditation, it could not be Zen, nor New Age, nor ... It had to be exactly what I wanted . And of course near my place for convenience, so I could easily attend. Needless to say, I just couldn't find such a place 😀

At my wits' end, I asked my upstairs neighbor, who had been living in the area for over 30 years, where I could meditate. After listening to my list of requirements, she suggested we go meditate together the next day, for New Year's Eve, with a group of Sikhs. They were hosting a free meditation nearby and she often went to meditate with them as part of her spiritual journey.

Of course my first reaction was a resounding No! It was not Tibetan, it was not traditional Buddhist meditation, it was not what I wanted! She laughed and reminded me that I had just declared I was going to go with the flow. Seeing her point, I gave up and agreed to go meditating with a group of strangers practicing a religion I knew nothing about.

When we arrived, everyone was dressed in white and two women were harmonizing and chanting the most beautiful melody. I hadn't expected music. When I sat down to meditate to their kirtan, I suddenly found that I was able to enter a state of meditation that I had never been able to experience when I had tried silent meditation in the past.

It felt like I was meant to be there, like I had just stepped into the Flow. And so I had.

When we hold on too tight to control, when we think we need to choose, plan every detail, know how things will end, be 100% sure of what will happen before we take action, we close ourselves to the magic of life. And Life has its own way of delivering delightful surprises.

After that night, I wanted more. I felt so much better, the music, the energy ... I started to go chanting with a small group of Sikhs every week. The effect of the chanting on my mind was deep. What was it?

I asked a few people to explain it to me, I wanted to understand, know, dissect. But they did me a huge favor by not getting sucked into intellectual explanations. One person told me that it was just about how I felt: "If you feel something deeper, keep coming," she said. "It doesn't matter what it means...if you don't get the feeling, if your being doesn't resonate with the chanting at the deepest level, intellectual explanations will not help."

There are many approaches to meditation , and to mindfulness. Not only they have a different effect on the practitioner, but each works better or worse (or not at all) depending on the person. Even when one practice works for you for a long time, you might find that you later benefit, crave, or are more easily able to engage with a different approach.

Before chanting, I had tried silent meditation many times, but apart from feeling relaxed, I had never been able to truly meditate. Now, after almost 5 years of chanting, I can also practice silent meditation. And I can choose which approach to engage with depending on how I feel or on what I am going through.

Tip: Experiment and try different approaches to meditation until you find one that works for you. It might be the first you try or you might need to explore a bit longer. Once you find an approach that works, stick with it and deepen your practice. After a few years, you might feel like exploring again, but this time from a much deeper level. Here's a good book to get you started.

3. Learn from the Sangat and its teachers

The energy of the Sangat carried me. Sangat means fellowship, a group of travellers on the same journey, usually a spiritual journey. When you experience meditating with a group of people, you understand why all religions have practices and rituals for practitioners to come together. The energy and devotion of the Sangat carries you further than you would have gone on your own. But how can you tell a healthy Sangat from a bad one? I know a lot of us might be concerned about joining a cult or being taken advantage of. Here's what to look for, based on my experience and observations.

  • Healthy boundaries: you and others in the group are never pushed to do something against your will. There is no pressure to change, convert, give money, etc. Asking or inviting someone to engage or contribute is OK, but if you feel the ask is repeated too many times or makes you feel uncomfortable, consider it a red flag.
  • An inclusive, forgiving, peaceful environment devoid of gossiping and judgement. While everyone is human and no one is perfect, you should feel that the members of the Sangat are generally at peace with each other and there is minimal or no conflict at all. People are kind, patient, and forgiving.
  • A shared commitment to the practice (for example meditation) that gives the group a purpose, and also allows for everyone's differences. This goes with healthy boundaries: if you are there to meditate, what you do outside of the group or things such as your political opinions should not be cause for exclusion or judgement.
  • Clear discernment: there is no tolerance for abuse, and people who report it are taken seriously. In general, in a good group with healthy boundaries, abusive behavior is very rare, caught early on, and there are appropriate consequences.
  • You get to be yourself , you don't feel like you have to pretend to be more devoted, or successful, or anything that you are not. You feel welcomed and accepted, even when you mess up.

A Sangat is also a wonderful opportunity to meet spiritual teachers, people who might be a little or much further ahead in their practice, and who can help you on your spiritual journey. Whether they actually share teachings with you, or embody them in their presence and behavior, you will benefit from learning from others on the path.

Tip: Look for fellow travelers on the spiritual journey who have a positive and healthy approach to being together. Be open and relaxed, but also be aware of red flags. Toxic environments usually show signs of trouble early on. Do not fall for gurus, but be open to receiving teachings and inspiration from others, directly or indirectly. Many unassuming and humble people are very wise and can inspire you with their everyday generosity and kindness, without ever officially taking on the title of "spiritual teacher."

9 Steps to Start Your Spiritual Journey

4. Be yourSelf

Faithful to Michael Singer's teachings, I stopped trying to control things to embark on my spiritual journey. And as I gave up having to decide everything, I discovered there was more room to be mySelf. I found I could do things because I felt like doing them, instead of because I had to , or because I was trying to make something happen in the future. I could live life with no expectations at all.

I don't think we realize how much we are conditioned to cover ourselves up in layers and layers of carefully chosen actions instead of genuine connection and being. I am still, almost 5 years later, shedding even more old conditioning. I continue to uncover the past teachings and present-day pressures I bought into that go completely against supporting my own humanity and that of others, that are against supporting life as it is . I now believe this is what wisdom traditions point to when they talk about Maya, or the illusion or evil of the material world vs. Spiritual Truth. It's the constant pretending, the feeling you are separate and have to grab, control, attack, defend, in order to survive.

Tip: Start shedding your conditioning now, because the layers to your true Self are many. Unlearn. Let go of "fitting in," notice when you fall into habitual ways of thinking or acting. Start living from your heart, do what you want to do just because, practice radical acceptance. Let your Self express its Truth through your words and deeds. Be joyful. As you embark on your spiritual journey of being your Self, you will feel more light. Wisdom, love, and inner peace will well up inside of you. Set yourSelf free.

5. Release the past

At the same time that I surrendered to the Flow of life and grew into my chanting and meditation practice, I also began to learn how to release traumatic memories and impressions from my past. I grew up in an abusive environment, and although therapy helped a bit after I was able to get far away from it, psychologically the wounding ran very deep.

If you also experienced abuse and/or are suffering from trauma, you have to watch out for the forgiveness bypass and the spiritual bypass, which can delay your healing. They are very common in spiritual circles and self-help programs. As many seekers before me, I too at some point fell prey of these well intentioned, but damaging teachings. There is a lot you can read on the topic, one author I recommend who is explicit in his criticism of the spiritual and forgiveness bypasses while still holding a spiritual view of life is Pete Walker . His books are amazing and he also offers guidelines for finding a therapist.

What are these bypasses I am talking about? You know you are being peddled the forgiveness bypass when you are told that you will never be able to be ok until you forgive your abuser(s). Or if you are expected to forgive before properly processing what happened to you. Sometimes people who believe that go even further, refusing to let you call your abuse for what it was and insisting instead you "manifested it" because of your negative thinking, that "your soul wanted it," or similar bullshit that denies your pain or states you were complicit in your own suffering. Some spiritual teachers and self-help gurus might even make you call and apologize to your abusers as a condition to working with them. People and organizations who further these ideas often mean well and are also very good at brainwashing people - so much so that in some cases your hope to receive true comfort and justice within the community might be crushed. The more you talk about your pain, loss, grief, and abuse, the more they see it as a sign you are not enlightened enough. The more they push back and refuse to hold space for your feelings and for you to find your own clarity and Truth, the more ashamed and triggered you get, even sometimes to the point of being retraumatized.

The spiritual bypass is another well-intentioned but damaging approach to healing that is very common in self-help and spiritual communities. It goes like this: if you pray, meditate, and connect with God, all your suffering will go away. No need for psychology! You can recognize these places because they too do not hold space for people's suffering. Some of what I have personally seen is people sharing how someone was healed because of their faith, usually very quickly and without any psychological counseling, labeling any expression of anger, sadness, and blame as "bad," saying things like "good and evil are just things we human beings create, everything is neutral, there is no reality," etc. What you see happening in these environments is that they take some very deep teachings and use them as a way to avoid what is uncomfortable and confronting. This inability to be with difficult feelings and situations, the constant push to "fix" someone and deny the reality of their past, combined with their ignorance of how trauma works , hinder healing, instead of supporting it. In extreme cases, the refusal and inability to be with painful feelings can result in the denial of present-day abuse, and the failure to act to protect individuals within a group or organization.

The difference between someone who has found healing and support through spirituality vs. someone who is in the throes of the spiritual bypass is that the former can hold space for uncomfortable emotions, does not shy away from topics of injustice, and has proper boundaries and discernment - in other words, they can recognize abuse and act to protect a victim. They can hold space for the person who was hurt with no need to fix, judge, save, or comment on another's experience. They can simply be with them with compassion and presence. On the other hand, someone who is into the spiritual bypass will appear to be in communion with the Divine and will talk a good talk, but will shy away from anything "negative," and might even lack proper discernment and boundaries, refusing for example to acknowledge a perpertrator's responsibility in the abuse by using the idea that we are all Divine Beings as a way to avoid facing who did what to whom .

Healthy spirituality helps you to experience Oneness and respect individual boundaries and rights at the same time. It doesn't mean sweeping uncomfortable things under the carpet.

Tip: If you have experienced abuse (especially child abuse) and trauma, I invite you to see dealing with the psychological and physiological effects of your past as an integral part of your spiritual journey. You cannot skip this. Your spirituality will help you have faith that you can indeed let the past go, as you learn to find within you a Source of inner wellbeing, your own direct connection to the Divine. This happens in its own time - your time - and it might feel like a back and forth: you feel great for a while, and then more suffering is uncovered, and you work through it, etc. Educate yourself on what you experienced, deal with what happened psychologically as well as spiritually - understand that it is all part of your spiritual journey. Seek professional help from people who specialize in trauma work and do not expect all the hurt to go away in one weekend, but trust that it will get better and better as you continue on your spiritual journey, including working on your past psychologically.

Here's a little about how it worked for me. As I deepened my practice of meditation, after about a year and a half or two years of practice, I started to have deep experiences of emotional memories resurface. Once, during one of my weekly meditation gatherings with my Sangat, I felt for the first time the anger I had repressed since I was a teenager towards my father. My father had a very tragic life, and he also profoundly hurt me. My compassion for him, and my desire of saving him, made me repress my own anger at the way he failed me as a father. Suddenly, these feelings of hurt and anger hit me during the chanting: I had opened my heart enough, I had found enough of my connection with the Divine, enough of my connection to my Self, that my deepest knowing could allow me to finally release this deep, deep hurt. I started crying and had to leave the room because I just couldn't stop the tears - it was like all the pain from years and years of hurt came rushing through me. After that, I felt more whole, I started to be able to better feel all the feelings related to my dad: the pain of losing him, the anger at his betrayal as a father, the compassion for a man who suffered greatly and did not or could not receive the help he needed, the surrender to the mystery of life, to not knowing why some of us have tragic lives and suffer, while others are blessed with love and support. Then I spent several days working on inner parenting, feeling and releasing my feelings, soothing my triggered self, all things I had learned by studying the work of therapists such as Pete Walker. I did not have to push myself to forgive or not forgive, to do or not do. As I deepened my spiritual practice, and learned more about how to deal with my own trauma psychologically, my capacity to be with what was unknowable, hurtful, compassionate, loving, deep, complex kept expanding.

6. Slow down

Once my heart started to break open, the need to slow down increased. And along with it I found myself more and more sensititive to the emotions around me, both from people I interacted with, the energies present in the wider collective, or the feelings elicited by movies, music, the media.

In order to live in the world as we have been taught to do our entire lives, and in order to function in a culture that often puts profit above people, while operating in terms of power and dominance, all of us (and I really mean all of us) have had to learn to dissociate somewhat so we don't have to truly feel all that's going on. The act of slowing down and feeling yourself and others are two of the most revolutionary acts you can commit yourself to on your spiritual path.

Slowing down takes a lot of different forms: it might mean giving your full attention to washing dishes, enjoying every bite of food during a meal, prioritizing meditation and long walks, or choosing a career that allows you to take time off, be with those you love, take a vacation. A big part of slowing down is about giving yourself the time and space to feel your Self, your feelings, your body, your needs. As you deepen this practice, you'll find that with time, you can feel others a lot more. And then you also become more aware of the incredible amount of noise we are constantly creating to cover up this sensitivity. Social media, movies, music, so much of this stuff generates a sort of psychological and emotional pollution that you will want to cleanse from your system.

Here's where you again have to watch for the spiritual bypass: when people refuse to know what is going on because they don't want "negative" energy - that's a form of bypass. A spiritual person does not look away from injustice. She might not be able to do anything about it, she might be careful about how much or through which media she gets her information, but she doesn't create a bubble so she can insulate herself from other people's suffering pretending it's not happening , or that it's all their fault, etc. She finds a way to take care of her needs, holds space when she can, is aware, and acts as she feels called to. Action takes a lot of forms, from activism, to raising children with love, to doing no harm, etc. Spacing out and refusing to know about things, or buying into philosophies that blame victims for their suffering are forms of spiritual bypass and can do more harm than good.

Tip: Practice slowing down, even just a few minutes a day. As you become more present, your sensitivity to your Self and others will increase. As you begin to feel more, notice which content affects you and reserve your attention for what matters. Avoid unnecessary stuff that simply revs you up. Tune in and observe the effect that the removal of this added noise has on your psyche. Once I stopped consuming media as much as before, my capacity for inner peace and meditation greatly increased.

journey 9 steps

7. Practice radical acceptance

It's relatively easy to go with the Flow when things are good, and it's a whole other experience when we are faced with tough times, suffering, and loss. The survival mind does not want to accept what is: it will spend more and more time ruminating on what is wrong, criticizing outside forces and even worse, attacking you from the inside. The inner critic can really dig into your most painful insecurities, adding pain, blame, and shame to your suffering. Resistance never helps.

Key to moving forward and healing when things are painful is to practice radical acceptance. Radical acceptance is not the same as resignation : it is a practice that invites us to be with things as they are, without blaming ourselves or obsessing over others. When you are able to be with your experiences, feel your feelings, stay open, and let it all pass through you, self love, compassion, healing, and a call to action naturally occur as needed. This means letting yourself be sad if your heart is being broken, or holding your heart compassionately when faced with a shattered dream or regret.

Tip: Start practicing radical acceptance when things are easy. Notice any resistance to what is, and then relax and open up to your experience. Feel what comes up, but don't get obsessed or identify with it. Notice the urge to criticize yourself or others and turn to compassion and loving kindness instead. As you let go of your resistance, space opens up inside and what you are called to do next emerges. This can include taking action against the conditions that created your suffering in the first place, but instead of trapping you more and more, your action will now come from a commitment to a higher purpose, from your own innate wisdom. Acting from that place will feel a lot better, and you will be much more effective.

8. Embrace spiritual growth

The most helpful of all these steps has been for me the practice of seeing everything that happens as part of my spiritual journey, not as an obstacle to it. I grew up in an environment of incessant criticism, catastrophizing, and "never enough-ness." It's really incredible looking back at the extent to which my childhood home lacked gratitude, empathy, and a positive outlook about the future. The good news is that we all have a place within us, what I call Source, that is an eternally flowing spring of wellness, joy, connectedness, peace, and wellbeing. Unfortunately, unhealthy ways of thinking can disconnect us from Source, and our task is letting go of those thoughts, so we can again connect with Source.

Even as a child I knew something was really wrong at home, but having no other experience, I could not help but absorb some damaging ways of dealing with life. This for me meant that whenever I was faced with something hurtful and outside of my control, my inner critic got extremely loud and mean, and catastrophizing shot to the roof. I started to heal when I began to see that every moment, no matter how painful, is part of my spiritual journey. Now, when faced with hard times, I tune in and ask myself: what is the spiritual lesson I am meant to learn in this moment? What am I being asked to let go of, expand into, or embrace within myself? How can this moment help me open my heart wider instead of closing it down? Is there a deeper call for action?

Tip: Whether you picked it up from your family of origin, or from the wider culture, watch out for your tendency to see what you don't like as a problem, an obstacle, a reason why you cannot be happy. It will only get you stuck. Key to the spiritual journey is to see everything as part of your path and to lean into each moment as an invitation to grow. Growth here is spiritual growth: it might be painful, you might lose everything, you might find yourself in a dark night of the soul...but if you let it, your heart, your Spirit will be able to find peace and a deep sense of compassion through it all, no matter what happens.

journey 9 steps

9. Open to the Truth

And here's the last step to embark on your spiritual journey, and one I have come to after years of atheism and relative moralism: there is a deeper Truth, with a capital "T," and if you are serious about your spiritual journey, I invite you to deepen your pursuit of it.

Let's first look at what this is not: Truth is not dogma. A big red flag should immediately go up when in the presence of people who claim there is only one True religion (their own), who claim to know what is true for you (they don't), and/or who claim to know the Truth and yet are always negative, sad, upset, or complaining.

Here's how I define the Truth: it is something that informs and pervades everything. It is synonym with God, but not a God up in the sky that is concerned with how many lovers you have. It's a God that is One with Creation and also trascends it. It is a Truth that can be glimpsed, but never fully held in its entirety by our human mind. It is Truth that needs to be practiced, lived into. You can glimpse it in nature - in the vastness of the ladscape, or in the beauty of dew drops caught on a spiderweb in the morning. You can feel it emerging from conversations that invite complexity, diversity and oneness all at the same time, as if a prism reflecting one ray of light, your consciousness aware of each refraction and its origin. You can glimpse it when in deep meditation or in the flow of the moment, when you are more yourSelf than ever before, and yet your self is nowhere to be found. You can glimpse it when you feel the absolute pain of what happened to you and yet you know underneath it all there is Love and it is the most healing force there is. You glimpse it when you recognise that behind all the different ways It expresses itself, the Divine is present in everything, every person, animal, plant, everything we can see and feel, and for a moment you have an indescribable feeling of Oneness.

Tip: The spiritual journey is not about chasing highs, avoiding pain, or checking out of life - the spiritual path is one of heightened awareness and sensitivity, unbridled joy, openness to Truth, and learning to be with complex, paradoxical experiences, with not knowing, at oneness with everything, including yourSelf. It is not a goal or a place to get to, it's a way of living. The spiritual path is one that goes through inner peace, turmoil, sometimes great suffering, but always deeper presence. The journey is the destination. Cherish it.

More Journey to the Self Within

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  • Aug 7, 2023

Step 9 of AA Explained: Making Amends

journey 9 steps

Navigating the often-challenging journey toward sobriety requires courage, persistence, and an open heart. If you've made it to Step 9 in the Alcoholics Anonymous (AA) program, take a moment to recognize your tenacity and commitment. This milestone is a testament to your strength and the courageous steps you've already taken on your path to recovery.

Step 9 of AA is an important waypoint on this journey. With this step, you stand on the brink of an empowering transformation, ready to face the past, make amends, and move towards a brighter future.

This step is about taking the principles you've developed in Step 8 — acceptance of past wrongs, understanding the effects of your actions, and the readiness to change — and propelling them into tangible actions.

By successfully engaging with Step 9, you take decisive strides towards individual healing and re-establishing the connections that may have been strained due to past actions. The path of sobriety is not a solitary journey, and Step 9 focuses on the importance of mending broken relationships and seeking collective healing.

Breaking Down the Language

"Made direct amends to such people wherever possible, except when to do so would injure them or others."

To unpack this statement, let's focus on the concept of making “direct amends.” This step goes beyond merely acknowledging the harm done or expressing regret. It's about rectifying the past in a direct and personal way.

The actions we take here should be aimed at healing and reconciliation. We must also consider the potential impacts on all involved parties. This crucial nuance in the language underscores that your actions should promote healing, not inflict further harm or distress.

It’s critical to remember that amends are more than apologies; they signify understanding, remorse, and a commitment to change. You demonstrate an awareness of your past actions and their consequences and a heartfelt commitment to mitigating these harms.

Here, we strive to undo the damage we may have caused to the best of our ability, with respect for the feelings and well-being of those we’ve affected. Step 9 encourages a deep dive into self-forgiveness, a significant step toward personal healing.

It's recognizing that your past does not define you and that genuine change is possible. It's about releasing the guilt and shame that may have been holding you back and embracing the prospect of a healthier future.

Reaching Out to Those We’ve Harmed

Step 8 encourages us to make a list of those we’ve harmed — step 9 is when we follow through with those on our list.

This step facilitates the repair of damaged relationships. It invites a sense of closure and peace into your life and the lives of those you've affected, fostering empathy, understanding, and the opportunity for renewed relationships.

Step 9's transformative power lies in its ability to redefine your recovery journey. It opens an awareness into a realm of actionable change, empowering you to rectify past wrongs and strive toward collective healing. Ultimately, Step 9 enables you to rebuild the bridges that may have been burned along your path, paving the way toward a more hopeful, empathetic, and connected future.

Remember that in AA, the concept of harm transcends mere physical or financial damage — it includes emotional or psychological distress, neglected responsibilities, and broken trust. As you remember your past, it's crucial to reflect not just on your actions but also on the reactions and feelings of those involved.

You might not have been fully aware of the extent of harm caused at the time, which is why this step calls for deep self-reflection. This self-awareness will ultimately guide your steps toward making amends.

The Role of Accountability in Making Amends

As we progress to making amends, the principle of accountability becomes central to this journey. Accountability entails accepting responsibility for your past actions and their consequences and allowing yourself to embrace your history without shame . This is how you move forward.

Accountability also means acknowledging that your decisions have led to harm, no matter how influenced by external circumstances or inner turmoil. It's confronting the past without deflection or excuses.

This step is key for personal growth and the healing of relationships. By owning your actions, you invite the opportunity for understanding, forgiveness, and rebuilding trust. It provides a solid foundation upon which broken relationships can be mended, and new, healthier relationships can be built.

An accountability partner can play a significant role in this process. This individual — whether a mentor, a trusted friend, or a sponsor — can provide support, guidance, and an external perspective as you navigate your path toward making amends. They serve as a source of encouragement, a mirror reflecting your progress, and sometimes, a gentle nudge when you falter.

The Meaning of Amends in Step 9

Within the context of Step 9, making amends goes beyond mere apologies. An apology, while important, is often just a verbal recognition of wrongdoing. On the other hand, making amends involves an active effort to rectify the harm done.

This rectification might involve restitution — financial compensation for loss, returning items, or dedicating time and effort to help those you've harmed. Yet, restitution isn't always about tangible goods or actions. It could also mean challenging your past patterns of behavior and committing to a changed way of living.

But what's paramount in making amends is the spirit of reconciliation and restoration, a genuine commitment to make things right. It's about demonstrating, through actions, your understanding of the harm caused and your sincere intention to mitigate it.

Making amends brings profound healing, both personally and interpersonally. It's a significant stride towards your personal recovery, letting you make peace with your past and stepping forward into a brighter future.

In rebuilding relationships, making amends can restore trust, facilitate understanding, and nurture compassion. It's a process that seeks to repair the damage of the past and fosters stronger, more resilient relationships for the future.

Remember, Step 9 is a journey in itself — one of understanding, accountability, and profound transformation. And just like every journey, it begins with a single, courageous step.

When Can Making Amends Cause Injury?

This step calls for making amends — but with one important caveat: "except when to do so would injure them or others."

This exception underscores the need for thoughtfulness, consideration, and empathy during our recovery journey. Sometimes, making amends might actually cause more harm than good, particularly when reaching out could reopen old wounds or trigger distress for others.

For instance, imagine a scenario where you've harmed a former partner who has since moved on and found peace. Contacting this person to make amends might disrupt their tranquility or even cause emotional turmoil. In such cases, it's crucial to respect their space and peace.

This is where the concept of "indirect amends" comes into play. Instead of making direct contact, you might write a heartfelt letter expressing your remorse and then choose not to send it. Or, you might dedicate yourself to acts of kindness or service, reflecting your changed nature and commitment to not repeat past mistakes.

Remember, the goal in Step 9 is to foster healing and restoration — not just for you but also for those you've affected. The journey to recovery requires thoughtfulness, introspection, and an understanding that every action has an impact. Sometimes, the best amends we can make are the ones that ensure we won't cause similar harm in the future.

Acting on Step 9

Putting Step 9 into practice requires tact, respect, and a deep sense of humility. It's important to approach each individual in a manner sensitive to their feelings and circumstances. Explain your intentions clearly and sincerely. Show that you understand the impact of your past actions and are committed to making things right.

Understandably, making amends may present challenges. You may face hesitation, fear, or uncertainty. These feelings are normal. To navigate them, seek guidance from trusted individuals, practice self-compassion, and remind yourself of the healing and growth this step can bring.

Patience, understanding, and acceptance are crucial in this process. Not everyone will be ready to hear your amends or respond positively. Recognize this as part of their own process, not a reflection of your sincerity or effort.

Navigating Difficult Conversations: Tips and Strategies

Approaching those you've harmed can be challenging. Begin by choosing an appropriate time and place, and communicate your intentions honestly and succinctly.

You might, for instance, say, "I'm working on making amends for some past mistakes, and I wanted to talk to you about it." Respect their feelings and boundaries throughout the conversation.

Handling potential negative responses requires resilience and grace. It's important to listen, validate their feelings, and apologize without excuses or defenses. Remember, you're making amends for your actions, not their response.

Allow Agency To React

While making amends, remember that those you've harmed have their own journey, and their reaction may not align with your expectations. They may not be ready to accept your amends, or they may react with anger, sadness, or indifference. This is their right, and it's crucial to respect their agency.

Regardless of the response, making amends is a critical step in your recovery. It's an opportunity to confront your past actions, learn from them, and foster self-forgiveness. Whether your amends are accepted or not, the act itself allows you to shed the weight of past mistakes and move forward with increased empathy and understanding.

If the response isn't what you hoped, take time to recenter and self-soothe. Engage in self-care activities , journal about your feelings, or discuss the situation with a trusted individual, such as your accountability partner.

Remember that your journey is unique and valuable, and every step — no matter how difficult — brings you closer to healing and self-improvement.

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Customer Journey Maps: How to Create Really Good Ones [Examples + Template]

Aaron Agius

Updated: April 17, 2024

Published: May 04, 2023

Did you know 70% of online shoppers abandoned their carts in 2022? Why would someone spend time adding products to their cart just to fall off the customer journey map at the last second?

person creating a customer journey map

The thing is — understanding your customer base can be very challenging. Even when you think you’ve got a good read on them, the journey from awareness to purchase for each customer will always be unpredictable, at least to some level.

Download Now: Free Customer Journey Map Templates

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While it isn’t possible to predict every experience with 100% accuracy, customer journey mapping is a convenient tool for keeping track of critical milestones that every customer hits. In this post, I’ll explain everything you need to know about customer journey mapping — what it is, how to create one, and best practices.

Table of Contents

What is the customer journey?

What is a customer journey map, benefits of customer journey mapping, customer journey stages.

  • What’s included in a customer journey map?

The Customer Journey Mapping Process

Steps for creating a customer journey map.

  • Types of Customer Journey Maps

Customer Journey Mapping Best Practices

  • Customer Journey Design
  • Customer Journey Map Examples

Free Customer Journey Map Templates

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Free Customer Journey Template

Outline your company's customer journey and experience with these 7 free templates.

  • Buyer's Journey Template
  • Future State Template
  • Day-in-the-Life Template

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The customer journey is the series of interactions a customer has with a brand, product, or business as they become aware of a pain point and make a purchase decision. While the buyer’s journey refers to the general process of arriving at a purchase, the customer journey refers to a buyer's purchasing experience with a specific company or service.

Customer Journey vs. Buyer Journey

Many businesses that I’ve worked with were confused about the differences between the customer’s journey and the buyer’s journey. The buyer’s journey is the entire buying experience from pre-purchase to post-purchase. It covers the path from customer awareness to becoming a product or service user.

In other words, buyers don’t wake up and decide to buy on a whim. They go through a process of considering, evaluating, and purchasing a new product or service.

The customer journey refers to your brand’s place within the buyer’s journey. These are the customer touchpoints where you will meet your customers as they go through the stages of the buyer’s journey. When you create a customer journey map, you’re taking control of every touchpoint at every stage of the journey instead of leaving it up to chance.

For example, at HubSpot, our customer’s journey is divided into three stages — pre-purchase/sales, onboarding/migration, and normal use/renewal.

hubspot customer journey map stages

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Table of contents

9 steps to creating the best customer success journey.

Hiver HQ

Imagine you are going on a cross-country road trip without a map or GPS. You have a destination in mind, but the path to get there is unclear, fraught with unexpected turns and potential roadblocks. 

This analogy rings true for businesses navigating the complex terrain of building customer relationships, without a well-defined customer success journey. 

Today, when a staggering 89% of companies compete primarily on customer experience, a meticulously planned customer success journey isn’t just a nice-to-have. It translates to improved customer retention–-which is a big win for any business.

Just as every successful journey requires a clear route, a customer success journey demands a strategic plan that anticipates and addresses customer needs at every stage. It’s about creating an experience so seamless and rewarding that it transforms customers into advocates for your business. 

In this article, we’ll explore actionable steps to creating the best customer success journey for your business.

Table of Contents

What is a customer success journey.

A customer success journey is the complete experience a customer has with a company, from the initial awareness of a product or service to the post-purchase interactions and beyond. It’s an ongoing narrative that unfolds over time, with each chapter representing different stages of the customer’s interaction with your business.

An effective customer success journey isn’t a linear path; it’s an intricate web of experiences, emotions, and interactions that together shape the customer’s perception of your brand. At its core, a customer success journey is about creating a symbiotic relationship where customers achieve their goals using your product or service, and your business thrives through their success and advocacy. 

It’s a strategic process that requires careful planning, execution, and continuous refinement, ensuring that every customer interaction adds value and reinforces their decision to choose your brand. Let’s take a look at the nine steps to help you build the perfect customer success journey.

Whether you are building a customer success journey from scratch or looking to make strategic tweaks to your existing journey, consider these actionable steps for the job:

1. Define Customer Success Goals and Vision

As we discussed before, an effective customer success journey is about creating a symbiotic relationship with your customer. Your business thrives when customers find success with your product or service. This crucial first step involves crafting a vision that aligns with your company’s objectives and resonates deeply with what success means for your customers. 

Remember, customer success is built on three key pillars: strong relationships, a customer-first approach , and consistent value delivery. A strategic plan in this regard is essential, as it can significantly boost customer satisfaction, retention, and ultimately, the Customer Lifetime Value (CLV) for your business. 

Here are some things to keep in mind while framing your customer success goals:

2. Facilitate Team Collaboration

Think of your customer success team as an orchestra. Each member plays a unique instrument, contributing to the symphony of seamless customer experience. Just as harmony is essential in an orchestra, in customer success, effective teamwork and well-defined roles are vital. 

In fact, studies show that well-coordinated teams can significantly enhance the customer experience . Some ways to boost team collaboration to create an effective customer service journey include:

journey 9 steps

With features like Notes and @mentions , you can collaborate on customer queries without juggling between multiple tools, making internal collaboration more seamless.

3. Create Detailed Customer Personas

Crafting customer personas is crucial in understanding your audience beyond basic demographics. It involves developing in-depth profiles based on real customer behaviors, motivations, and preferences. This process transforms generic audience data into actionable, empathetic profiles, allowing for more relevant and personalized customer experiences. 

Understanding your customers as real people, not just data points, is essential in tailoring your customer success strategies effectively. Here are some best practices to execute this:

Here is a sample customer persona for reference:

An example of a complete customer persona for an e-commerce website specializing in eco-friendly home goods: Name: Emma Demographics: -Gender: Woman -Age: 30 -Location: Seattle, WA -Education: Bachelor’s Degree -Job Title: Store Manager -Income: $60,000-$80,000 -Family Life: Married, expecting her first child Struggles your product/service could address: -Needs: Eco-friendly, safe products for home and baby -Motivations: To provide a healthy, environmentally-conscious lifestyle for her family -Pain Points: Difficulty in finding affordable eco-friendly products; time constraints for researching product ingredients Persona’s Journey Emma actively seeks eco-friendly products for her home and baby. She values transparency in product sourcing and appreciates educational content. Effective engagement with Emma involves clear product labeling and targeted content marketing. This streamlined version of Emma’s journey focuses on her key activities and preferences, directly relating to how your eco-friendly home goods e-commerce website can engage with her effectively.

4. Map Out All Stages of the Customer Journey

Mapping the customer journey is pivotal for a comprehensive understanding of how customers interact with your brand at each stage. This detailed mapping reveals touchpoints and transitions, helping identify areas of improvement and opportunities for enhancing the customer experience. 

By clearly charting this journey, you ensure a smooth and engaging path for your customers, leading to better engagement and satisfaction. Consider these suggestions to map out the stages of your customer success journey:

journey 9 steps

5. Identify and Align Departmental Roles at Each Stage

When mapping out a customer success journey, identifying and aligning the roles of various departments at each stage is crucial. This ensures that every team understands their specific responsibilities and how they contribute to the overall journey. Think of it as a relay race where each runner knows precisely when to pass the baton for a seamless transition.

This step is not just about assigning tasks; it’s about fostering interdepartmental synergy. When each department—from marketing to sales, from customer support to product development—understands its role in the customer journey, they can work together more effectively to create a cohesive and satisfying experience for the customer.

6. Set and Monitor Customer Milestones

Setting and monitoring customer milestones is like charting key landmarks on a traveler’s journey. These milestones help in tracking the progress of customers as they move through the different stages of the customer success journey. By identifying these significant points, businesses can better understand customer experiences and make necessary adjustments to enhance them.

It’s important to recognize that these milestones are not just about the business’s goals but should also reflect the customer’s goals and expectations. They serve as checkpoints to ensure that the customer is deriving value and moving closer to achieving their desired outcomes with your product or service.

By carefully setting and monitoring these milestones, businesses can create a more guided and fulfilling journey for their customers, leading to higher satisfaction and loyalty.

7. Leverage Data to Identify High-Impact Opportunities

When it comes to customer success, the strategic use of data is indispensable. It’s about harnessing the power of customer insights to uncover opportunities that can significantly enhance the customer experience. This step involves delving deep into customer data to uncover patterns, preferences, and pain points, thereby enabling targeted, impactful actions. Let’s take an example of an online clothing store. Data analysis reveals a significant increase in returns due to sizing issues. By digging into customer feedback and purchase patterns, the store identifies the need for a more accurate sizing guide. Implementing this reduces return rates, improves customer satisfaction, and increases repeat purchases. Here, data from customer interactions and feedback directly informs a strategic improvement in the shopping experience.

Through analyzing interactions, feedback, and behavior patterns, businesses can pinpoint areas for improvement, tailor their strategies to align with customer needs, and ultimately drive customer satisfaction and loyalty. Here’s how you can identify high-impact opportunities:

journey 9 steps

8. Outline Processes for Key Moments in the Sales Journey

Outlining processes for key moments in the sales journey ensures that every customer interaction is purposeful and impactful. This step is about identifying critical touchpoints in the sales process and defining the best ways to engage with customers at these points. 

The sales journey is often the first and most crucial part of the customer experience. How a customer perceives your brand during the sales process can set the tone for their entire journey. By having well-defined processes for key sales moments, you can ensure consistency, efficiency, and personalization, leading to higher conversion rates and customer satisfaction. Here are a few tips for doing this and building the right customer success journey:

By meticulously outlining processes for key sales moments, businesses can offer a consistent, personalized experience that resonates with customers, enhancing both their journey and the potential for long-term business growth.

9. Track Customer Success Metrics

As the final step in crafting an effective customer success journey, tracking key customer success metrics is indispensable. This process involves regularly measuring indicators like Net Promoter Score (NPS), Customer Satisfaction (CSAT) , and Customer Effort Score (CES) to gauge customer satisfaction and loyalty. 

These metrics offer tangible insights into how well a business is meeting customer expectations and highlight areas for improvement. Consistently monitoring these metrics is crucial for evaluating the success of customer-focused strategies and making informed decisions to enhance the overall customer experience. Some tips for doing so:

Effectively tracking customer success metrics completes the cycle of creating a customer success journey, ensuring that businesses are consistently aligned with customer needs and are poised to enhance their customer experiences continuously.

How to create the best customer success journey for your business?

Creating the best customer success journey is an intricate and dynamic process essential for nurturing lasting and meaningful relationships with customers. By following the nine steps outlined in this article, businesses can build a robust framework that not only meets but anticipates and exceeds customer expectations. 

Remember, the customer success journey is not a one-size-fits-all path. It requires continuous adaptation and refinement based on evolving customer needs, market trends, and business goals. The key lies in remaining customer-centric at every stage, ensuring that every interaction adds value and strengthens the relationship.

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How To Start Your Fitness Journey At Home In 9 Easy Steps: Your Guide To Feel Fit And Fab All The Time!

Published on: 28-Aug-2024

10 min read

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Shrabani Pattnaik

How To Start Your Fitness Journey At Home In 9 Easy Steps: Your Guide To Feel Fit And Fab All The Time!

" Your body can stand almost anything. It’s your mind that you have to convince ." 

This quote reminds us that starting your fitness journey is as much about mental strength as it is about physical effort. When you decide to start a fitness journey , you’re taking a powerful step towards a healthier and happier you. Remember, everyone’s journey is different, but the starting point is always the same: motivation and dedication.

As you begin starting your fitness journey at home, you will find many great benefits. You will feel more energetic, confident, and even happier! Imagine waking up each day feeling strong and ready to take on anything. When you set and reach your fitness goals, you can change your life in ways you never thought possible. You don’t need fancy equipment or a gym membership; all you need is the desire to start and the dedication to keep going.

In this blog, we will guide you through 9 easy steps to starting a fitness journey at home right from the comfort of your home. Each step is designed to inspire you and make your path to fitness fun and achievable. Let’s get in and unlock the best version of yourself together!

Table Of Contents 

How To Start A Fitness Journey At Home? 9 Steps To Achieve Your Fitness Goals

Expert’s Advice 

The final say , references , how to start a fitness journey at home 9 steps to achieve your fitness goals .

Will starting my fitness journey be difficult? Not at all! All you need is to make a proper plan and follow these 9 easy steps to start your fitness journey and achieve your fitness goals: 

1. Define Your Fitness Goals

Understand Your Motivation

It is crucial to know your reason for starting before beginning any fitness routine. Are you looking to shed pounds, gain muscle, improve stamina, or live healthier lives? Recognising your main drive assists in establishing distinct and attainable objectives. Write down your reasons and ensure they are visible to serve as a continual prompt of your original motivation.

Set SMART Goals

SMART goals must be clear, measurable, attainable, pertinent, and time-sensitive.  Instead of setting general goals like "I want to improve my fitness," establish precise objectives like "I aim to shed 6-7kgs within 3 months through 4 weekly exercise sessions and abiding by a well-rounded, balanced diet plan . This approach sets forth distinct objectives and a strategy to achieve them.

Example SMART Goals:

Specific: “I will run 3 times a week.”

Measurable: “I will run for 30 minutes each session.”

Achievable: “I will start with 15-minute runs and increase by 5 minutes each week.”

Relevant: “Running helps me improve cardiovascular health.”

Time-bound: “I will achieve this within the next 8 weeks.”

2. Create A Fitness Plan

Choose the Right Exercises

Choose workouts that match your objectives and personal preferences. Beginners usually follow a well-rounded schedule that includes:

Also Read: 7 Popular Workouts And Trending Fitness Programs You Should Try In 2024  

Design Your Workout Schedule

Consistency is essential for advancement. Strive to achieve a minimum of 150 minutes of moderate-intensity aerobic exercise or 75 minutes of vigorous exercise weekly, along with strength training on two or more days. Create a timetable that aligns with your daily schedule and adhere to it consistently.

If you're just starting to work out, begin with shorter and less intense workouts to gradually improve stamina and prevent getting hurt. As your fitness level progresses, steadily raise the length and strength of your exercise sessions.

3. Focus on Nutrition

Learn The Importance of a Balanced Diet

Good nutrition helps you achieve your fitness objectives, so it’s crucial to learn the importance of a balanced diet . A well-rounded meal plan is composed of:

Think About Pre- and Post-Workout Nutrition

Eating before and after workouts can optimise performance and recovery:

Make Hydration A Mantra 

Adequate hydration is essential for optimal performance and recovery. Stay hydrated by consuming water all day, and boost your intake before and after exercising. To replace minerals lost during long or intense workouts, opt for drinks rich in electrolytes.

Also Read: Here Are The 6 Best Immunity Boosting Drinks You Can Make At Home  

4. Track Your Progress

Monitor Your Workouts

Maintain a record of your exercise sessions to monitor advancements and pinpoint areas needing enhancement. Utilise a fitness app like ToneOp , journal, or planner to record information like the type of exercises, lengths of time, levels of intensity, and your feelings before and after working out.

Measure Progress Beyond the Scale

While weight loss is a common goal, it’s not the only measure of progress. Tracking improvement in strength, enhanced endurance, and physical changes such as better muscle definition or decreased body fat is also important .

Celebrate Milestones

Acknowledge and be proud of your achievements, regardless of how small they may be. Celebrating goals, workouts, and consistency helps maintain motivation and reinforces dedication to fitness.

5. Overcome Common Challenges

Deal with Plateaus

Plateaus, which are frequently encountered, signify a halt in progress. In order to combat this, mix up your workouts by changing up the exercises, upping the intensity, or experimenting with new activities. Seeking guidance from a fitness expert on an individual basis can be beneficial at times.

Avoid Injuries

Injuries can hinder progress. Prevent them by executing exercises correctly using the right form, getting your body ready with a good warm-up to decrease the chances of getting injured, cooling down, and stretching after exercising to assist your body in recovering.

Stay Motivated

Staying motivated to exercise can be hard, but there are some simple ways to help. One way is to add variety to your routine by trying different exercises to keep things exciting. You can also work out with a friend for support and motivation. Joining fitness classes is another great option because they provide structure, variety, and a sense of community.

Another way to stay motivated is by joining ToneOp's live home workout sessions . With expert trainers leading the workouts, you can feel the energy and motivation right from your home. The flexible schedule allows you to choose workout times that fit your day. Plus, you get real-time guidance from a personal coach who can answer your questions and help you improve your form.

6. Build a Support System

Find a Workout Buddy

Having a partner to work out with can provide motivation, and support, and enhance the experience of exercising. Select a partner who shares your fitness goals or interests to keep each other motivated.

Join Fitness Communities

Connect with fitness groups, whether online or in person, to interact with individuals going through similar experiences. Engaging in social media groups or local fitness events can offer encouragement, exchange advice, and promote companionship.

Seek Professional Guidance

Suppose you're feeling uncertain about how to begin or require tailored guidance; consider partnering with a qualified personal trainer or fitness coach. They can assist in creating a personalised exercise regimen, instruct on correct methods, and offer encouragement and direction.

Also Read: Role Of Dietitian For Weight Loss: Can A Dietitian Help You Lose Weight?  

7. Balance Fitness with Daily Life

Time Management

Scheduling is necessary to make time to work out during a hectic routine. Consider exercise as a crucial commitment and plan ahead of time. Think about adding exercise to your regular schedule by walking or biking instead of using a car.

Also Read: 8 Benefits Of Daily Walking For Weight Loss | ToneOp  

Explore Meaningful Movement

You can increase your daily activity levels in a few easy ways. First, try to take the stairs instead of using the elevator whenever you can. Second, make an effort to walk more by taking a short walk during your breaks or after meals. Lastly, join in on hobbies that keep you moving, like gardening, dancing, or playing sports. These little changes can help you stay active and feel better every day.

8. Adapt Your Plan as Needed

Adjusting Goals and Plans

As you advance, your fitness objectives and requirements might evolve. Regularly reassess and modify your goals and exercise routine to ensure they are in line with your changing goals and fitness level.

Listening to Your Body

Be alert to the cues your body is giving you. If you feel tired, sore, or uneasy, it could indicate a need to take a break or adjust your schedule. Sufficient rest and recovery are necessary for achieving long-term success.

9. Maintain a Healthy Lifestyle

Long-Term Commitment

Committing to fitness is a lifelong endeavour. Keep challenging yourself with fresh objectives, trying out various pursuits, and adjusting your schedule to keep it fun and long-lasting. Embrace the experience and see it as a continuous journey rather than a final goal.

Integrate Wellness Practices

Support your fitness journey with other wellness practices. Mindfulness and meditation can help you manage stress and improve your mental health. Getting enough quality sleep is important for healing and maintaining overall well-being. 

Manage stress by making time for relaxation techniques like yoga nidra and hobbies you enjoy. By incorporating these healthy habits, you'll get the most out of your fitness journey and feel your best.

Also Read: Understanding 10 Types Of Wellness Dimensions For A Fulfilling Life  

Begin your fitness journey by creating a well-rounded schedule with attainable goals. Start by adding easy and fun activities such as brisk walking or bodyweight exercises, then slowly boost the level of intensity. 

Supplement your exercise routine with a diet high in nutrients: focus on lean proteins, whole grains, and a variety of fruits and vegetables. Ensure you drink enough water and control your portions to regulate the number of calories you consume. Consistency is crucial; therefore, you must establish a consistent routine and monitor your advancement.

Health Expert Akshata Gandevikar

Starting a fitness journey can seem challenging, but it is easily attainable with proper guidance and motivation. It is a rewarding experience which is a boon for your health and well-being. So, follow the above tips and make your plans to welcome the experience with commitment, resilience, and an optimistic attitude, and reap the rewards of a stronger and healthier version of yourself.

1. How often should I exercise as a beginner?

As a beginner, you should aim to exercise about 3 to 4 times a week. Start with 20 to 30 minutes each time, and choose activities you enjoy, like walking, biking, or dancing. This will help you build a habit and get stronger over time!

2. What should I eat before and after workouts?

Consume a light snack with carbohydrates and protein, such as a banana topped with peanut butter, before working out. Following exercise, eat a well-rounded meal containing protein and carbohydrates to help with muscle recovery and repair, like grilled chicken paired with quinoa and veggies.

3. What should I do if I hit a plateau in my fitness journey?

To break through a plateau, mix up your workouts with different exercises, higher intensity levels, or new routines. Making changes to your workout routine can push your body to try different things. Make sure you're also paying attention to your nutrition, rest, and recovery in order to help maintain your progress.

4. What type of exercise is best for beginners?

Newcomers should concentrate on a combination of cardio activities (such as walking or biking), strength exercises (like squats and push-ups), and flexibility routines (such as yoga or stretching). This well-rounded strategy aids in developing total fitness and avoiding monotony.

https://www.mayoclinic.org/healthy-lifestyle/fitness/in-depth/fitness/art-20048269

https://timesofindia.indiatimes.com/life-style/health-fitness/fitness/8-tips-to-start-your-fitness-journey/photostory/106508635.cms

https://sport.port.ac.uk/news-events-and-blogs/blogs/7-tips-to-start-your-fitness-journey

https://www.guardianphysician.com/blog/how-to-start-your-fitness-journey-for-beginners

https://www.sportsuncle.com/blog/article/guide-to-fitness-journey

https://www.thegymstarter.com/blog/2022/2/7/how-to-start-your-fitness-journey-a-guide-for-beginners\

https://www.helpguide.org/articles/healthy-living/how-to-start-exercising-and-stick-to-it.htm

About ToneOp

ToneOp is a platform dedicated to improving and maintaining good health through a comprehensive range of goal-oriented health plans with up to 3 Coach support. With a range of Weight Management, Medical Condition, Detox Plans, and Face Yoga Plans, the app also provides premium health trackers, recipes and health content . Get customised diet, fitness, naturopathy & yoga plans and transform yourself with ToneOp.

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Forgiveness, the Passionate Journey: Nine Steps of Forgiving through Jesus' Beatitudes

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Flora Slosson Wuellner

Forgiveness, the Passionate Journey: Nine Steps of Forgiving through Jesus' Beatitudes Paperback – August 1, 2001

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Why does forgiveness, so central in Jesus' life and teaching, seem much more difficult today?

Why are we so often told we should forgive but so seldom shown the steps toward forgiveness?

"Forgiveness is a perilous and volatile subject because it is so deeply intertwined with our communal and individual wounds," Flora Wuellner writes in the introduction. She explores how Jesus' Beatitudes promise us release from these wounds.

You are invited to begin your journey to forgiveness with these hope-filled meditations on each of the Beatitudes.

Whether you have deep wounds or are worn down by a multitude of seemingly small grievances, let Wuellener's unique insights into the Beatitudes introduce you to the renewed and healed life Jesus offers. Each of the 11 chapters includes a guided meditation to help you bring the truth of Jesus' words into your own life.

Discover an open door to new, healed ways of relating to God, others, yourself, the communities around you, and future generations.

  • Print length 160 pages
  • Language English
  • Publisher Upper Room Books
  • Publication date August 1, 2001
  • Dimensions 5.3 x 0.41 x 8.56 inches
  • ISBN-10 0835809455
  • ISBN-13 978-0835809450
  • See all details

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About the author, product details.

  • Publisher ‏ : ‎ Upper Room Books (August 1, 2001)
  • Language ‏ : ‎ English
  • Paperback ‏ : ‎ 160 pages
  • ISBN-10 ‏ : ‎ 0835809455
  • ISBN-13 ‏ : ‎ 978-0835809450
  • Item Weight ‏ : ‎ 7.8 ounces
  • Dimensions ‏ : ‎ 5.3 x 0.41 x 8.56 inches
  • #3,533 in Prayer (Books)
  • #3,754 in Christian Meditation Worship & Devotion (Books)
  • #13,666 in Christian Personal Growth

About the author

Flora slosson wuellner.

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The 9 key steps of customer experience (CX) journey mapping

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A customer experience (CX) journey map can be created by predicting the respective behaviours of different personas, based on data collected by research, and it’s one of the most effective tools in UX design. In this post, we’ll take a look at the CX journey mapping process in 9 steps by using basic concepts.

While mapping customers’ relationships with a brand or its products and services, it is necessary to define the milestones of a CX journey – that is, to identify some specific constants. These touchpoints can be scaled up to accommodate various needs, but any and every customer experience journey map must include the five assessment criteria shown below as a base.

journey 9 steps

Example of a customer experience journey map

What is the difference between customer experience (CX) and customer journey?

Customer experience (CX) can be either pointing out the whole lifecycle of the user or in regards to just one touchpoint with a product/service. However, the customer journey is a presentment of the touchpoints a customer engage with a brand. Then, what are the five steps to map the customer journey?

Nielsen Norman Group: Customer journey mapping

  • Timeline: Important turning points that map the changes in customer relations with the brand over time.
  • Personas: Half-imaginary characters, typifying basic personal features of a wider customer group, based on data collected from user research, combined with web analytics.
  • Emotion: Symbolic representation on the mood line of a customer’s emotional landscape at the moment of interaction.
  • Channels: Entire vehicles of customer interaction and touchpoints with the brand.
  • Touchpoints : Any and every moment of customer actions and interactions with the organisation or its products.

After defining the basics, it’s time to observe the customer experience flow and illustrate it as a roadmap. Megan​ Grocki​, Experience Strategy Director at ​Mad*Pow,​ explains the nine key steps of designing a CX journey map in a video she prepared for UX Mastery​​.

How to create a customer journey map

In summary, here’s how we can repeat these nine steps, which visually form the crest of a wave.

So, how to create a customer journey map?

1. Review the goals

Consider the goals of the CX journey mapping process, as well as the goals of the organisation and its product or service.

2. Gather research

Conduct research based on relevant resources, including both qualitative and quantitative findings, and gather the results together.

3. Define channels and touchpoints

Work on determining channels and touchpoints where your customer will interact with your organisation, product or service.

4. Create an empathy map

To understand your customer’s emotional landscape, focus on what s/he is thinking, feeling, seeing, hearing, saying and doing.

5. Look at it from different perspectives

Practise generating ideas quickly by looking at problems and scenarios from different perspectives.

6. Create an affinity diagram

Organise your ideas visually, and classify and categorise them cohesively.

7. Sketch the customer journey

Draw a sketch of the CX journey map to make it comprehensible for your team.

8. Refine and digitalise

Create a digital map to help clarify any confusing details from the sketch.

9. Share and put in use

Now you are ready to take a journey through the eyes of your customer.

Lastly, it would help if you remember that customer journey maps need to be updated as conditions change since they are based on existing data and personal experiences. For this very reason, no CX journey map can be accurate forever and applied in different instances in different stages of a project. In other words, each CX journey map is as unique as each customer of an organization. Therefore, you should –not only today but always– keep your data and data processing up-to-date to know your customers better.

Customer journey maps examples

An example of a B2C customer journey map.

journey 9 steps

Customer journey map example (Source: Iris Tong Wu)

An example of a retail customer journey map.

journey 9 steps

Customer journey map example (Source: UXPressia)

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    The stages of the hero's journey are the common sequence of events that occurred in the monomyth motif. Technically speaking, Campbell outlined 17 stages in his The Hero with a Thousand Faces: 1: The Call to Adventure. 2: Refusal of the Call. 3: Supernatural Aid.

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    The hero's journey ends where it begins, back at the beginning after a quest of epic proportions. The 12 steps are separated into three acts: departure (1-5) initiation (5-10) return (10-1) The hero journeys through the 12 steps in a clockwise fashion. As Campbell explains:

  7. PDF Exploring the 12 Stages of the Hero's Journey

    And if they take on that case, they're going to be at risk. So whether you employ all twelve steps of Vogler's Hero's Journey stages or not, the Refusal of the Call to Adventure can help to amp up your tension and conflict by raising the risks and stakes involved. 3. To Create Empathy and Character Depth.

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    Learn more: Hero's Journey Steps #9 and 10: The Reward and the Road Back. Step 10: The Road Back. Another way to identify the Road Back could be the Response to the Reward, whether it is the Hero's response (disgust, disappointment, resolve, etc) or the Shadow's (vengeance, change-of-heart, etc). After the Hero acquires the goal, there must be ...

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    He actually called his set of steps 'The Monomyth', and it contained 17 stages. Building on Campbell's work, a Hollywood development executive named Chris Vogler simplified and modernised the Monomyth and set down the 12 steps, essentially giving us what is widely recognised today as the definitive Hero's Journey.

  12. The Hero's Journey: Stages, Steps, and Examples

    The hero's journey is commonly accepted to have 12 main steps. To make it even simpler on you, these steps can actually be broken down into three stages: the departure, the initiation, and the return. The hero's journey is usually defined as having three stages subdivided into 12 steps total. Stage 1: the departure We first encounter a ...

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