Whiteboards can be an ideal tool to help people solve problems in groups. They can also be a mess of unintelligible scribbles. This course diagrams a path toward whiteboarding genius. Developed for product managers and designers, you'll see the best techniques for moderating and leading effective collaboration sessions using the whiteboard as your primary tool. Viewers will learn how to properly prepare for and effectively lead a meeting with instruction on organizing information on-the-fly, basic drawing techniques, generating new ideas, and dealing with issues. You'll also learn how to share meeting results, build a shareback deck, and facilitate a shareback meeting.
- See how effective leaders create agendas and decide on session participants
- Learn the distinctions between two types of collaborative meetings: informative and generative
- Discover the secrets of in-session information capture and pattern identification
- Explore the best techniques for documenting processes on-the-fly
- Understand how to synthesize a whiteboard session and share it with others
Jorge Arango, Brian O’Kelley, and Chris Baum are partners at Futuredraft, an Oakland, CA based experience design consultancy that solves complex problems using co-creation. The three combine their deep backgrounds (65+ years of combined experience) in design strategy, information architecture, and UX design to craft business solutions for clients like Google, Ford, Fox, and GE.
Table of contents
- Welcome: Mastering Meetings and Workshops with the Whiteboard
- What Problem Does a Course on Using the Whiteboard in Meetings and Workshops Solve?
- Why Focus on the Whiteboard as a Collaboration Tool in Meetings and Workshops?
- Why Do Whiteboards Work for Collaboration?
- The Importance of Space and Materials for Collaboration and Effective Meetings
- Why Have This Meeting At All?
- Types of Collaboration Sessions
- How Long Should A Collaboration Session Last?
- Mastering Meetings and Workshops with the Whiteboard
Preparing for the Session
- Preparing for a Collaboration Session Utilizing a Whiteboard
- Setting the Agenda for a Collaboration Session
- Walking Through a Standard Collaboration Session Agenda Template for an Effective Meeting
- Who Should Participate in a Collaboration Session?
- Setting the Right Context for Effective Collaborative Meetings
- The Ideal Whiteboard for an Effective, Collaborative Meeting
- Utilizing Pin-Up Space for an Effective, Collaborative Meeting
- Utilizing Horizontal Surface for a Collaborative, Effective Meeting
- Utilizing Technology for a Collaborative, Effective Meeting
- Planning Downtime and Bio Breaks for Effective Meetings
- Strategies for Remote Participants in Collaborative, Effective Meetings
- Choosing Collaboration Materials for Effective Meetings
- Preparing for A Collaborative Session Utilizing a Whiteboard
During the Session
- Overview: How to Run and Participate in Collaborative, Effective Meetings
- Preparing Yourself for a Collaborative, Effective Meeting
- Kicking off the Collaboration Session
- How to Capture Information On-the-Fly in Your Meetings
- How to Ask Pertinent Questions and Keep Things Rolling in Your Meetings
- Identifying Emergent Patterns During Meetings
- How to Structure Stickies On-the-Fly in Meetings
- Basic Drawing Techniques in Meetings and Collaborative Sessions
- Utilizing Linear Diagrams for Collaboration in Meetings
- Utilizing Circular Diagrams for Collaboration in Meetings
- Utilizing Venn Diagrams for Collaboration in Meetings
- Utilizing Triangular Diagrams for Collaboration in Meetings
- Utilizing Hierarchical Diagrams for Collaboration in Meetings
- Utilizing Affinity Diagrams for Collaboration in Meetings
- Utilizing Matrix Diagrams for Collaboration in Meetings
- Utilizing Visual Vocabularies for Collaboration in Meetings
- Documenting the Process During Meetings
- Reflecting on Captures in Meetings
- Generating New Ideas in Collaboration Sessions
- Reflecting and Iterating on Generative Work During Collaboration
- Dealing with Issues during Collaboration in Meetings
- Wrapping Up a Collaboration Session or Meeting
- How to Run and Participate in Collaborative, Effective Meetings
- After the Session
- Title: Mastering Meetings and Workshops with the Whiteboard
- Release date: June 2017
- Publisher(s): O'Reilly Media, Inc.
- ISBN: 9781491985052
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