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12 Archetypal Steps Heros Journey Essay

Ever notice that every blockbuster movie has the same fundamental pieces? A hero, a journey, some conflicts to muck it all up, a reward, and the hero returning home and everybody applauding his or her swag? Yeah, scholar Joseph Campbell noticed first—in 1949. He wrote The Hero With a Thousand Faces, in which he outlined the 17 stages of a mythological hero's journey.

About half a century later, Christopher Vogler condensed those stages down to 12 in an attempt to show Hollywood how every story ever written should—and, uh, does—follow Campbell's pattern. We're working with those 12 stages, so take a look. (P.S. Want more? We have an entire Online Course devoted to the hero's journey.)

Ordinary World

Belle's ordinary world is so bland she gets an entire song about it (and the first one out of the gate to boot). "Every morning just the same / since the morning that we came / to this poor provincial town," she informs us, and her brief guided tour of the local nitwits confirms it. This is not the place for a bright, imaginative girl to discover new things. This is the place where creative souls go to die.

Time to put on your boogie shoes, Belle.

Call to Adventure

The traditional call to adventure means a threat to the community as a whole. Belle doesn't belong to this community—she's just the weird girl they talk about behind her back. They never really encounter a threat. At least, nothing that they didn't bring upon themselves by listening to Gaston's chowderhead propaganda. And yet, there's still a community in need of help that launches her into her adventure: a community of one. Her father, who stumbled into the Beast's lair and now finds himself prisoner, needs his little girl to come bail him out. The price may just be the best thing that's ever happened to her…

Another possible community is the one at the castle: the Beast and his enchanted underlings who are getting pretty darn tired of life as talking knickknacks. They're the adventure she's setting out to as well as the home she's hoping to save. Holy role reversal, Batman.

Refusal of the Call

Refuse? Belle? Clearly you did not see the sheep she had to hang out with in the opening number (and not just the four-footed ones). Show this girl a magical castle, and she can't get there fast enough. The only other concern for her is her father, and in this case, refusing the call would mean refusing to help him. So off she goes, jumping in with both feet and ready to sign up for a permanent playdate with the WolfLion of Doom up in that castle.

Meeting the Mentor

Belle doesn't strictly have a mentor, not in the Gandalf/Dumbledore kind of way. Her "mentors" are more like her friends: the enchanted doodads in the castle, who give her the 411 on what it's all about in the Beast's high-end pad. She gets plenty of good advice from them, some of which she ignores like a good Campbellian hero does. Together, they more or less fulfill the same duties that a mentor does. They just do it from their positions as buddies, and even servants, rather than teachers or elders.

Crossing the Threshold

Technically, crossing the threshold comes with Belle's arrival at the castle, when she leaves the known world behind and enters the land of adventure. The irony is that the castle will ultimately be more of a home to her than the village ever was, though that's not apparent to her when she first enters the castle and agrees to become the Beast's prisoner. For her, the land of adventure is exactly where she wants to be, and crossing the threshold is the first part of understanding that.

Tests, Allies, Enemies

The tests in Beauty and the Beast are emotional tests. Belle and the Beast have to learn to trust each other, then respect each other, then like each other before they can love each other. Their trials are supposed to convey that. While some of those trials involve danger—the battle with the wolves in the woods, for instance—they're the garnish rather than the main course. Enemies are incidental at this stage; Gaston is saving his nasty surprise for the very end. But, our two heroes have plenty of allies in the enchanted castle to help them out as best they can.

Approach to the Inmost Cave

The inmost cave, in this case, is the Beast's realization that he loves Belle and vice versa, which neither can get to until the other one is in trouble. The approach is the big dance number in the ballroom, where they waltz to the dulcet tunes of Mrs. Potts before the Beast finally lets her go. They're aware of the presence of their feelings but not yet what those feelings will do in the movie's finale.

Ordeal

The ordeal in Beauty and the Beast actually encompasses a number of other steps. It starts with the Beast letting Belle go, and his sad realization that truly loving her means sending her away from him forever (or, at least, so he thinks). It ends with the curse being broken and the Beast transforming back to his natural human form of a golden-haired underwear model.

In between, of course, we get the ordeal, which here takes both a physical and emotional form. In physical terms, it's Gaston's attack on the castle, intended to kill the Beast and leave Belle without anyone else to turn to. But, it's also emotional, as the Beast realizes that letting Belle go means he'll never see her again and yet does it anyway. Belle, for her part, returns the favor by riding to the Beast just after the attack on the castle and blaming herself for the way the whole finale goes down.

Reward (Seizing the Sword)

Here's where things get tricky, as they usually do. Belle's reward is being reunited with her father, the last member of her circle left out in the cold (quite literally). But, it's also being reunited with the Beast, which is what provides the final step to lifting the curse from him. So, technically speaking, neither of them gets the reward until after the danger is past, and since that won't happen for another couple of steps, the reward itself is less important than the emotional connection that it gives Belle and the Beast.

The Road Back

Funny that the road back leads Belle away from the village—which isn't her home anymore and probably never was—and back to the castle, the place most in need of her help. The clock's ticking on that magic road, and the local yahoos are getting a little assertive about breaking the furniture. The road "back" seems to have led Belle exactly where she needed to go.

Resurrection

Resurrection, in this case, is something quite literal since the Beast does, in fact, die just before Belle confesses her love. Luckily, she gets in those three magic words just before the rose dies, too…and with those words, the Beast springs back to life as Hunky McGoldenhair. Love is requited, death is turned back, and that gloomy old castle is about to get a frilly white makeover.

Return With the Elixir

When the gravy train comes, everybody rides, and as Belle's love breaks the curse over the Beast, everyone in the castle morphs back into their human selves. (Without aging, either, since Chip is still a boy of 8 after 10 years spent as a tea cup.) The castle turns into a giant meringue pie, and even the rain shuffles off grumbling in favor of brilliant sunshine. We'd say Belle's pretty much done her job…and the community she saved turned out to be the one she never thought of as home.

In The Hero of a Thousand Faces, Joseph Campbell demonstrated that many of the most popular stories, even over thousands of years and across cultures, shared a specific formula. That formula is now commonly referred to as mythic structure, or the hero’s journey. Even if you’ve never heard of it before, you’ve consumed this “monomyth” in works like Star Wars and Harry Potter.

Along with a specific plot structure, the hero’s journey has a repeating cast of characters, known as character archetypes. An archetype doesn’t specify a character’s age, race, or gender. In fact, it’s best to avoid stereotyping by steering clear of the demographics people associate with them. What archetypes really do is tell us the role a character plays in the story. Thinking about your characters in terms of their archetype will allow you to see whether they’re pulling their weight, or if they’re useless extras.

There are many way to categorize the cast of the hero’s journey, but most central characters fall into one of these eight roles:

1. Hero

The hero is the audience’s personal tour guide on the adventure that is the story. It’s critical that the audience can relate to them, because they experience the story through their eyes. During the journey, the hero will leave the world they are familiar with and enter a new one. This new world will be so different that whatever skills the hero used previously will no longer be sufficient. Together, the hero and the audience will master the rules of the new world, and save the day.

J is the heroic tour guide in Men in Black. A cop at the top of his beat, he is suddenly taken behind the masquerade of everyday life. Waiting for him is a world where aliens are hiding among everyday people, and a galaxy can be as small as a marble. While he’s still a cop in essence, his adversaries – and the tools he must wield against them – are nothing like he’s previously known.

Other heroes: any protagonist fits the hero role. Some heroes from stories that stick closely to the hero’s journey are Dorothy from The Wizard of Oz, Alice from Alice in Wonderland, and Luke Skywalker from Star Wars.

2. Mentor

The hero has to learn how to survive in the new world incredibly fast, so the mentor appears to give them a fighting chance. This mentor will describe how the new world operates, and instruct the hero in using any innate abilities they possess. The mentor will also gift the hero with equipment, because a level one hero never has any decent weapons or armor.

Glinda the Good Witch from The Wizard of Oz appears soon after Dorothy enters Oz. She describes where Dorothy is, and explains that she’s just killed the Wicked Witch of the East. Then, before the Wicked Witch of the West can claim the ruby slippers, Glinda gifts them to the hero instead.

Often, the mentor will perform another important task – getting the plot moving. Heros can be reluctant to leave the world they know for one they don’t. Glinda tells Dorothy to seek the Wizard, and shows her the yellow brick road.

Once the hero is on the right path and has what they need to survive, the mentor disappears. Heroes must fight without their help.

Other mentors: Morpheus from the Matrix, Dumbledore from Harry Potter, and Tia Dalma from Pirates of the Caribbean 2 and 3.

3. Ally

The hero will have some great challenges ahead; too great for one person to face them alone. They’ll need someone to distract the guards, hack into the mainframe, or carry their gear. Plus, the journey could get a little dull without another character to interact with.

Like many allies, Samwise looks up to Frodo in The Lord of the Rings. He starts the story as a gardener, joining the group almost by accident. He feels it’s his job to keep Frodo safe. But not all allies start that way. They can be more like Han Solo, disagreeable at first, then friendly once the hero earns their respect. Either way, the loyalty and admiration allies have for the hero tells the audience that they are worthy of the trials ahead.

Other allies: Robin from Batman, Ron and Hermione from Harry Potter, and the Tin Man from The Wizard of Oz.

4. Herald

The herald appears near the beginning to announce the need for change in the hero’s life. They are the catalyst that sets the whole adventure in motion. While they often bring news of a threat in a distant land, they can also simply show a dissatisfied hero a tempting glimpse of a new life. Occasionally they single the hero out, picking them for a journey they wouldn’t otherwise take.

The great boar demon that appears at the beginning of Princess Mononoke is a herald bearing the scars of a faraway war. Ashitaka defeats him, but not without receiving a mark that sends him into banishment. This gets the hero moving and foreshadows the challenges he will face.

Heralds that do not fill another role will appear only briefly. Often, the herald isn’t a character at all, but a letter or invitation.

Other heralds: Effie from the Hunger Games, R2D2 from Star Wars, and the invitation to the ball in Cinderella.

5. Trickster

The trickster adds fun and humor to the story. When times are gloomy or emotionally tense, the trickster gives the audience a welcome break. Often, the trickster has another job: challenging the status quo. A good trickster offers an outside perspective and opens up important questions. They’re also great for lampshading the story or the actions of the other characters.

Dobby from Harry Potter is an ideal trickster. He means well, but his efforts to help Harry Potter do more harm than good. And every time he appears in person, his behavior is ridiculous. However, underlying the humorous exterior is a serious issue – Dobby is a slave, and he wants to be free of his masters.

Other tricksters: Luna Lovegood (also from Harry Potter), Crewman #6 from Galaxy Quest, and Merry and Pippin from LoTR.

6. Shapeshifter

The shapeshifter blurs the line between ally and enemy. Often they begin as an ally, then betray the hero at a critical moment. Other times, their loyalty is in question as they waver back and forth. Regardless, they provide a tantalizing combination of appeal and possible danger. Shapeshifters benefit stories by creating interesting relationships among the characters, and by adding tension to scenes filled with allies.

Dr. Elsa Schneider, from Indiana Jones and the Last Crusade, is a very effective shapeshifter. Even after she reveals she is working for the enemy, she and the hero still have feelings for each other. She allows him to steal an item back without getting caught, and he allows her to discover the McGuffin with him. But the distrust between them remains.

Other shapeshifters: Gollum from LoTR, Catwoman from Batman, and Gilderoy Lockhart from Harry Potter.

7. Guardian

The guardian, or threshold guardian, tests the hero before they face great challenges. They can appear at any stage of the story, but they always block an entrance or border of some kind. Their message to the hero is clear: “go home and forget your quest.” They also have a message for the audience: “this way lies danger.” Then the hero must prove their worth by answering a riddle, sneaking past, or defeating the guardian in combat.

The Wall Guard in Stardust is as classic as guardians get. He stands alone at a broken section of stone wall between real world England and the fairy realm of Stormhold. The guard is friendly when Tristan tries to pass into the fairy realm to start his adventure, but he carries a big stick and he’s not afraid to use it.

Other guardians: The Doorknob from Alice in Wonderland, the Black Knight from Monty Python and the Holy Grail, Heimdall from Thor.

8. Shadow

Shadows are villains in the story. They exist to create threat and conflict, and to give the hero something to struggle against. Like many of the other archetypes, shadows do not have to be characters specifically – the dark side of the force is just as much a shadow for Luke as Darth Vader is.

The shadow is especially effective if it mirrors the hero in some way. It shows the audience the twisted person the hero could become if they head down the wrong path, and highlights the hero’s internal struggle. This, in turn, makes the hero’s success more meaningful. The reveal that Darth Vader is Luke’s father, right after Luke had ignored Yoda’s advice, makes the dark side feel more threatening.

Other shadows: Voldemort from Harry Potter, Sauron from LoTR, and Maleficent from Sleeping Beauty.


It’s unusual for stories to have exactly one character per archetype. Because archetypes are simply roles a character can take, Obi Won and Yoda can both be mentors, J can be a hero and a trickster, and Effie Trinket can be first a herald, then later an ally. While you shouldn’t rush to add archetypes that are missing, any character that fits more than one is probably important to the story. If you have a character that doesn’t fit any, make sure they are strengthening, and not detracting from, your plot.

Learn More About These Archetypes

These character archetypes are described in depth in The Writers Journey: Mythic Structure for Writers by Christopher Vogler. This book is the gold standard for storytellers who want to learn more about the hero’s journey. It’s well written, neatly organized, and if that isn’t enough, it contains beautiful illustrations. I highly recommend it.

Read more about Character Archetypes, Characters, Harry Potter, Lord of the Rings, Mythic Structure, Star Wars

 

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