5 Tips for a Successful Whiteboarding Session

Modern whiteboard technologies are well suited for planning, discussing ideas, and, most importantly, joint work with board members during online meetings. This article will present basic recommendations for organizing a good whiteboarding session.

How to organize whiteboarding session: the technology of the 21st century

Successful business meetings are more than an enrichment for a company. They are the basis for efficient cooperation and a company’s long-term success. Technically digital systems such as board management software or the whiteboard form the basis for a well-prepared, efficiently conducted, and ultimately positively concluded meeting. However, hurdles in preparation can reduce the efficiency and productivity of a board meeting.

Whiteboard is an endless online board for joint remote use. It is endless – scroll the canvas to get to certain elements and supplement and structure the contents. Here, the users can place images, PDFs, and Google Docs, create stickers or draw while broadcasting results in real-time. They also can put links on stickers, and you can vote for the elements, make likes, and add comments. This technology allows the choice of templates, one of which is just a clean board. Different templates can be added to one board. The board also allows text, voice, and video chat. Everything is like in an ordinary audience or office, but with access from anywhere in the world. Platform tools help and effectively involve all participants in the event. The organizer can give tasks, conduct surveys, vote, and do other activities. Collective use is not only group meetings. The whiteboard can serve as a common space for any interaction on tasks. You can ask a colleague on the board and immediately get an answer from him. All changes occur in real-time.

The top 5 tips for a successful whiteboarding session

You should prepare a well-structured board for a board meeting with an online whiteboard. It serves as an agenda for regular business meetings. A well-organized virtual boardroom helps the collegial bodies and the participants to find the right content at the right time. There are the following 5 best practices for arranging a successful whiteboarding session:

  1. Use available templates

The tools are divided into groups according to scenarios: brainstorming, planning and distributing tasks, and conducting workshops and webinars. Inside the groups-mental cards, kanban board, tables, schemes, customer track cards, and voting tools.

  1. Involve the listeners in a joint work

Keeping the audience in the meeting is difficult – the other side of the participant’s screen distracts from many factors. Therefore, no event is complete without interaction. Usually, the speaker asks the question, and the listeners answer in the chat – this is fast and convenient. The whiteboard proposes visualizing joint work during training to involve students more strongly.

  1. Arrange to brainstorm

Technology offers many opportunities for interaction with colleagues. You can generate ideas on ordinary stickers, adding them to specially created frames. It is a simple and quick way – the meeting participants will not have to delve into complex tools. It is enough to master the addition of stickers and text.

  1. Plan projects

Visualize the process of work. The easiest option is a screenshot template. Each card indicates the deadline, artist, links, and necessary information. Employees can add cards on their own.

  1. Organize materials on the board as easier as possible

It is better to divide similar elements into frames, tag them and sign the names of the slides. Here the board members can place materials one after another according to the structure of the meeting or webinar and create a card or note with a board.

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