Whiteboard Selling: Empowering Sales Through Visuals

Chapter 21

The Working Team Template

Once you've formed your working team and assembled the core messaging assets, it's time for the working team to roll up its collective sleeves and distill the raw materials into the essential whiteboard ingredients. In previous sections we've shared examples of finished products and identified some of the key ingredients at a high level. But in this chapter we will go into detail on each ingredient and explain the specific role it plays.

That process starts with what we call a working team template, a structured document to ensure everything that needs to be considered as part of the whiteboard design project is taken into account. The template doesn't just capture the ingredients that go into the whiteboard. It also captures who you are serving the food to, who the waitstaff are, and which food critics have written you up.

The template also includes elements we have already covered in previous sections, such as whiteboarding objectives, leveling, and scope. But in this chapter we will focus on those components we haven't explored yet. Keep in mind that these whiteboard ingredients aren't all used at the same time in the various whiteboard types we've discussed. You can refer back to each example to see where they are—and are not—included.

Here are the elements of the working team template:

1. Whiteboard development objectives

2. Whiteboard leveling and scope

3. Whiteboard name

4. Target complete date

5. Whiteboard audience

6. Delivered by ...