Video description
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
Introduction
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
Overview: Wrapping up a Collaboration Session, Workshop, or Meeting
Synthesis of the Session: Making Sense of the Meeting You Just Had
Building a Shareback Deck for Meetings
Facilitating a Shareback Meeting
Collaboration Session, Workshop, or Meeting Course Wrap-Up