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Mastering Meetings and Workshops with the Whiteboard

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

  1. Introduction
    1. Welcome: Mastering Meetings and Workshops with the Whiteboard 00:01:57
    2. What Problem Does a Course on Using the Whiteboard in Meetings and Workshops Solve? 00:01:54
    3. Why Focus on the Whiteboard as a Collaboration Tool in Meetings and Workshops? 00:01:52
    4. Why Do Whiteboards Work for Collaboration? 00:02:42
    5. The Importance of Space and Materials for Collaboration and Effective Meetings 00:01:12
    6. Why Have This Meeting At All? 00:01:17
    7. Types of Collaboration Sessions 00:01:16
    8. How Long Should A Collaboration Session Last? 00:01:05
    9. Mastering Meetings and Workshops with the Whiteboard 00:01:13
  2. Preparing for the Session
    1. Preparing for a Collaboration Session Utilizing a Whiteboard 00:00:41
    2. Setting the Agenda for a Collaboration Session 00:01:17
    3. Walking Through a Standard Collaboration Session Agenda Template for an Effective Meeting 00:02:35
    4. Who Should Participate in a Collaboration Session? 00:02:02
    5. Setting the Right Context for Effective Collaborative Meetings 00:02:22
    6. The Ideal Whiteboard for an Effective, Collaborative Meeting 00:05:04
    7. Utilizing Pin-Up Space for an Effective, Collaborative Meeting 00:02:20
    8. Utilizing Horizontal Surface for a Collaborative, Effective Meeting 00:02:28
    9. Utilizing Technology for a Collaborative, Effective Meeting 00:03:14
    10. Planning Downtime and Bio Breaks for Effective Meetings 00:02:03
    11. Strategies for Remote Participants in Collaborative, Effective Meetings 00:01:55
    12. Choosing Collaboration Materials for Effective Meetings 00:07:41
    13. Preparing for A Collaborative Session Utilizing a Whiteboard 00:01:12
  3. During the Session
    1. Overview: How to Run and Participate in Collaborative, Effective Meetings 00:01:04
    2. Preparing Yourself for a Collaborative, Effective Meeting 00:01:52
    3. Kicking off the Collaboration Session 00:02:54
    4. How to Capture Information On-the-Fly in Your Meetings 00:05:42
    5. How to Ask Pertinent Questions and Keep Things Rolling in Your Meetings 00:01:26
    6. Identifying Emergent Patterns During Meetings 00:06:32
    7. How to Structure Stickies On-the-Fly in Meetings 00:11:34
    8. Basic Drawing Techniques in Meetings and Collaborative Sessions 00:07:54
    9. Utilizing Linear Diagrams for Collaboration in Meetings 00:08:45
    10. Utilizing Circular Diagrams for Collaboration in Meetings 00:06:43
    11. Utilizing Venn Diagrams for Collaboration in Meetings 00:03:32
    12. Utilizing Triangular Diagrams for Collaboration in Meetings 00:03:58
    13. Utilizing Hierarchical Diagrams for Collaboration in Meetings 00:04:36
    14. Utilizing Affinity Diagrams for Collaboration in Meetings 00:06:17
    15. Utilizing Matrix Diagrams for Collaboration in Meetings 00:06:08
    16. Utilizing Visual Vocabularies for Collaboration in Meetings 00:04:59
    17. Documenting the Process During Meetings 00:02:02
    18. Reflecting on Captures in Meetings 00:02:54
    19. Generating New Ideas in Collaboration Sessions 00:03:53
    20. Reflecting and Iterating on Generative Work During Collaboration 00:04:03
    21. Dealing with Issues during Collaboration in Meetings 00:03:03
    22. Wrapping Up a Collaboration Session or Meeting 00:01:44
    23. How to Run and Participate in Collaborative, Effective Meetings 00:01:22
  4. After the Session
    1. Overview: Wrapping up a Collaboration Session, Workshop, or Meeting 00:00:54
    2. Synthesis of the Session: Making Sense of the Meeting You Just Had 00:01:40
    3. Building a Shareback Deck for Meetings 00:03:44
    4. Facilitating a Shareback Meeting 00:03:27
    5. Collaboration Session, Workshop, or Meeting Course Wrap-Up 00:00:48