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How to work with a digital whiteboard

Preparation

Determine the purpose of using a digital whiteboard

Identify the specific features and functionalities required

Select a suitable digital whiteboard platform or software

Ensure all team members have access to the digital whiteboard

Initial setup

Familiarize yourself with the digital whiteboard platform/software

Create an account/profile and set up user permissions

Customize the digital whiteboard layout and settings as needed

Test the connectivity and compatibility with devices (e.g., laptops, tablets)

Collaborative Planning

Define the objectives and scope of the project or meeting

Create a clear structure or framework for the digital whiteboard

Determine the sections or areas to be included in the whiteboard

Identify the participants and assign roles/responsibilities

Utilizing the Digital Whiteboard

Start by setting up the main topic or central idea on the whiteboard

Use different tools (e.g., text, sticky notes, shapes) to capture ideas

Encourage participants to contribute and collaborate in real-time

Organize and categorize information using color-coding or labels

Utilize features like drawing, highlighting, and formatting options

Incorporate media elements (e.g., images, videos) to enhance understanding

Utilize templates or pre-designed frameworks for specific purposes (e.g., SWOT analysis, brainstorming)

Facilitating Discussions and Decision-making

Guide the conversation and ensure everyone has a chance to contribute

Use voting or polling features to gather opinions or preferences

Summarize key points and conclusions as they arise

Facilitate prioritization exercises and decision-making processes

Encourage active participation and engagement from all team members

Review and Follow-up

Save and share the digital whiteboard with all participants

Archive or export the whiteboard for future reference

Document the key takeaways, action items, and next steps

Assign tasks and responsibilities based on the whiteboard discussions

Schedule follow-up meetings or checkpoints to track progress

Note: This checklist is a general guideline and can be customized based on the specific needs and preferences of the consulting organization.

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