101 things


101 things you can do with an
Online Whiteboard

You have already decided that you want to work with an online whiteboard. Very good! Now, are you looking for inspiration on what you can do with it?

We will gladly take you by the hand and show you use cases and what you can do with an online whiteboard. You will get a good idea of how simple it is and how to start immediately!

We want to simplify your life with Collaboard. On this website, we present you exciting use cases which you can integrate into your everyday life at work.

 

 

Meeting Protocol

meetings

 

Many of us encounter this task on a regular basis. As soon as a meeting is scheduled, minutes are usually necessary. What was discussed has to be documented, recorded for posterity, those who are absent should be informed and have a point of reference for the next meeting.

To keep things simple, it is advisable to create a standardized protocol that can be viewed by all.

Why should only one person ever create the minutes? Why should the minutes be created in a Word file, which is then projected on the wall via beamer?

With the online whiteboard Collaboard, minutes can be created in a new, collaborative way.

When Collaboard is used, there are numerous benefits for the entire team. During the meeting, everyone can actively contribute - whether in the office, hybrid or home office.

With ease you have prepared a board that, in addition to the standard elements such as date, agenda and participants, contains additional elements that make the meeting even more effective and involve the entire team.

On the infinite virtual whiteboard you can create structures that you can reuse for every meeting. 

  • Create Post-Its to record the meeting reason & objective so the team can keep the goal in mind.
  • Add team strengths - making it easier for participants to think goal-oriented, positive thoughts and overcome difficulties.
  • Provide participants with informational materials in a variety of forms - from Word documents to videos, almost anything is possible.
  • Give discussions a framework, literally. Highlight area for questions so that all participants' questions can be considered. This makes it much easier for introverts to participate.
  • Team members can add your points that are important to them and align their contributions with the team's strengths.
  • Use emojis to pick up sentiment. Is everyone happy with the outcome?
  • Create a to-do box right away so everyone knows where he or she is going next at the end.
  • Use the whiteboard for further planning and work with methods like KANBAN.

    With Collaboard, you can constantly expand and adapt your individual meeting minutes template.

    Meetings where only one person talks and the rest are asleep are a thing of the past - minutes that no one can decipher anymore: Goodbye!

Consultation

Now consult even better. Take consulting to a whole new level and stay ahead of your competition.
 
With Collaboard you can engage your clients in interesting consulting sessions. Create engaging presentations that your clients can access in real-time and contribute individual aspects.
 
Learn more about how to create interactive presentations with an online whiteboard. Read it now
 
 
Various tools allow you to moderate like in reality - only innovative and location-independent. You also have the option to block certain areas so that not everything can be viewed directly and thus maintain interest.  Plan different activities to make your consultation even more efficient. Because the more interactive, the better the personal user experience
 
The board can be used afterwards, for example to record progress on how the consultation is being implemented.  Additionally, you can export boards as images or PDFs for easy sharing. 
 
consultation

Visualizing Processes

 

 How can you visualize complex processes and teach them to your colleagues in an understandable way? You have the means to do so at your fingertips. On an infinitely large digital whiteboard, you and your team can visualize processes and workflows in real-time.

In Collaboard, you have various tools at your disposal with which you can design and depict. Arrows, connectors, and shapes are some of the elements you can use to create a process very quickly.

In Collaboard, you can use connectors to connect any element on the whiteboard to another. 

Of course, Collaboard offers many more elements and different templates (fishbone diagrams, flow charts, service blueprints, swim lanes, mind maps, etc.). that will get you to your goal even faster. Involve your colleagues and other stakeholders to get clarity on the processes in the team. You can invite them to Collaboard, even as guests, where they don't have to register.

You can use the comment feature if not everyone is on the whiteboard. Mention others in the comments, and this will notify them by email. If process steps are unclear, questions can be captured in comments or can add further clarifications.

More than text, however, is said by video. Especially when it comes to complicated processes, the spoken word is worth its weight in gold. In Collaboard, you can record a video directly with your camera, in which you explain individual steps of the process.
 
Prozesse visualisieren mit einem online whiteboard-1

 

 

Create Personas

 

Creating personas is a very useful way to better understand certain groups. For example, buyer personas who buy our product, or personas of users who use our product or people we want to reach through our marketing activities.
 
In a classic persona workshop, we create archetypes of people and draw up a kind of profile with the various personal characteristics and desires, such as
 
  • Name and age
  • Job
  • Place
  • Personality
  • Interests
  • Goals and challenges
The more precisely you define the corresponding persona, the more detailed you can anticipate how this persona will behave and react to what we do or make available to her.
 
The persona profile can be developed very well directly on an online whiteboard. The online whiteboard offers everything you need for this.
 
Profile with digital Post-It's and pictures
 
Upload a photo of a person who corresponds to your persona and give it a concrete face. You can easily write down the contents of the profile on digital post-its. The most effective way to create personas is in a group. Invite all participants to the online whiteboard and create your persona in a team.
 
If you have different opinions on the persona's attributes, use the voting function to quickly gather the group's opinion democratically and make decisions.
 
Reusable template
 
Often you don't just create one persona, but several. You can use one of the persona templates in Collaboard or create your own. This way you ensure that you always follow the same pattern and save time.
 
Further develop personas
 
Once personas have been created, they should be validated and further developed until they correspond as closely as possible to the target group for which you are developing the persona. The advantage of developing personas on an online whiteboard is that you can constantly adapt them.
 
persona


Interactive Presentations

 

Holding a presentation online is a special challenge - on the one hand because of the spatial separation from the audience and on the other hand because of the technical circumstances.
 
It is easier if you work with an online whiteboard and all participants are on the board at the same time, because with a Collaboard there is no need for screen sharing.
 
Design the presentation in an interactive way. Change the presentation mode and give editing rights to your audience. Now everyone can contribute and, for example, take part in a joint brainstorming session. The group can also rate ideas, collect different answers or vote on topics.
 
The following five points are our recipe for success:
 
1. Determine where the start of your presentation should be. This is where you create the first eye-catcher for your audience with the help of a title, a picture and/or other elements. 
 
2. Set quick links as an agenda. These will give you a good overview and make your work easier. 
 
3. Use the variety of elements that are available to you with Collaboard:
 
  • Post-It's: Instead of bullet points on a slide, use colourful sticky notes.
  • Text: Use text elements for titles and longer passages of text.
  • Images: Use images for presentations, upload your own or use the integrated web image search.
  • Videos: Upload videos to your board or record a video directly with the camera. You can also add YouTube videos using the integrated YouTube search.
  • Shapes: Collaboard offers more than 200 different shapes to design.
  • Documents: Import existing presentations (PowerPoint or PDF) to your board and reuse them there. Exciting: You can click through them and highlight important passages, for example.
  • Add websites or gifs to your board.
 
4. Add your personal touch to your presentation by choosing your favourite font and colouring everything as you like. The eyedropper function is also helpful if you want to use a specific colour.
 
5. Last but not least: the red thread! Literally connect all the contents of your presentation with a red thread. Simply use the connector function to visualise the connections between the elements.  
 
 
presentation

Project management

When larger projects are in the pipeline, the top priority is to proceed in a structured way and not to lose the overview. Usually several stakeholders are involved, so the use of a collaboration tool proves to be effective.

In realtime, every phase of a project can be thought through and worked through with all those involved. The multitude of templates offers you ideal support in your project. With Collaboard, you can display the different project phases graphically in an optimal way, chain them together and make them into a big whole. This guarantees an overview for everyone.

For example, at the beginning there is the identification of the problem. The participants make their statements on sticky notes. These are attached in an orderly pattern and finally a weighting can be carried out via the voting function. The result is then incorporated into another template in which the next steps for action are recorded with responsibilities. This can be continued indefinitely, because your board also has an infinite amount of space available.

What other templates does Collaboard offer in this context? Among other things, you can choose from the SWOT analysis, the Bulls Eye diagram, the Fishbone diagram or matrices for prioritization.

In the course of the project, the status is checked and adjusted via the board until the goal is finally reached.

In the end, a playful coffee chat with the team can certainly be held on the online whiteboard to celebrate the project's success ;)

 

projektmanagement

Roadmaps & Timelines

A powerful tool for effective collaboration is a roadmap or timeline to visualise past and upcoming milestones. It becomes especially relevant in product or project development for goal achievement. Various important aspects can be communicated in the course, such as changes, improvements, bug fixes, dependencies, priorities, task or material assignments, etc.

With given elements from Collaboard, timeline is compiled in no time and all necessary steps and publications are recorded in coordination with colleagues.

A timeline divided into quarters and months forms the basis for the phases and deadlines. If deadlines and results are fixed and unavoidable, these areas can be locked so that no one can tamper with them.

Once the milestones have been entered, it's time for the details: Post-It's, fonts, shapes and more add richness to the project.

The results of various formats can also be added to the timeline, for example, for mutual review. It is not necessary that all participants work on it synchronously and attend meetings. It is often the case that the skills for the final result lie in different departments, but a timed handover is indispensable.

Such a roadmap is also an ideal tool in a larger project, so that it can be integrated into the preceding project management use case.

 

roadmap

Agile Retrospective

Retro is not only a phenomenon in fashion design, but also a valuable method to optimise one's working style. This is suitable for roles in product management, team leadership or project management, for example.
 
Do you already know the procedure of the retrospective in the team and it was somehow inefficient? The lessons learned didn't resonate and no changes happened? True to the motto "we've always done it that way"?
 
Try the online whiteboard and involve your team in a structured way. Especially when there are many different opinions in the room, the agile retrospective method is suitable for creating a central perspective for the future. 
 
Collaboard provides you with a few templates to make the whole thing agile and efficient - from the Sail Boat Retrospective to the Quick Retrosprective.
 
Prepare a meeting for which you define clear roles: who moderates, who takes notes, who keeps track of time? The voting function is also helpful. Collect your experiences on Post-It's in one place and vote on which experience should be in the focus. With the help of the automated voting, you will find out what you should take with you for the future and what you should rather avoid.
 
Think of it as a dynamic process and say goodbye to static ways of thinking. In this way, generate more insights and more understanding for everyone, so that the implementation of the project is easier.
 
Lesson learned? ;)
 
agile retrospective

Workshop Icebreaker: Hypothesis

Many people are familiar with theses from scientific work, where the aim is to demonstrate a claim as true or false.

However, hypotheses are not only suitable for detailed scientific papers, but can also be an ideal introduction to a workshop or meeting.

Theses or antitheses directly encourage people to think. As soon as someone has read the hypothesis, their brain starts to work and tries to decide whether or not to agree with the thesis.

Often there is no simple true or false in relation to a thesis. You might agree with the thesis just a little bit, but not be fully convinced. Here are a few examples of theses:


"Online meetings are more productive than offline meetings".

"Companies that offer employees hybrid working models are more attractive employers""

"The higher the diversity in a team, the more successful that team is".

When it comes to collecting the participants' opinions on a hypothesis in an online workshop, the online whiteboard comes into play.

Write down the hypothesis on the online whiteboard and create a value range there, into which the participants can simply insert e.g. predefined points. In this way, the group's opinion on the thesis can be collected quickly and interactively, which then forms the basis for a discussion.

Example of a value range: ++ | + | - | --

To ensure that the inputs from the discussion are not lost, they can be recorded directly on the digital Post-Its on the whiteboard by the facilitators or by the participants themselves.

these

Tenders: Visualise documents and define tasks

Anyone who designs or participates in tenders quickly has to deal with a wide variety of documents. With the abundance of documents and information, it is not always easy to keep an overview. This is exactly where an online whiteboard comes in. By uploading all documents and displaying them page by page on the whiteboard, an overview can be created quickly. It's just as if you had unpacked all the documents and stuck them on a wall or on a real whiteboard.

From the eagle's eye view, you can easily get an overview of all the documents and zoom in to see the individual details.

But that is not all. The online whiteboard is a collaborative solution that can be accessed by the entire team involved in the tender.

As on the printed paper, the digital marker can be used to highlight the important text passages. The digital pen offers the whole colour spectrum and so a corresponding colour code can be used for different topics.

In more complex tenders, various points often need to be clarified and tasks are created after an initial review of the documents. These can be entered directly on the online whiteboard as Post-Its and whoever likes can create a To-Do list (or KANBAN board) on the same board where all the documents are.

Tenders are teamwork and efficient communication speeds up the process of gathering all the required content. With comments and a chat function, all communication and collaboration can take place directly on the whiteboard.

The visual character of the online whiteboard thus helps to process tenders and unite the entire team on a virtual work surface.

Especially with Collaboard, the individual pages of various documents can be easily extracted and displayed, as in the example image below.

Tenders_Overview

Customer Journey

Creating a customer journey enables a better understanding of customers and the steps they go through to effectively become customers.   

Depending on the product and company, a customer journey can quickly become a complex entity. Visualising the different touchpoints, interactions and phases is the first step in gaining an overview.   

This is precisely why an online whiteboard is ideal for visualising a customer journey and presenting all the interrelationships in a clear and easy-to-understand way.   

The different phases of the customer journey (awareness, acquisition, onboarding, engagement and advocacy) can be recorded as areas on the whiteboard or shown as separate areas. All interaction paths can be easily displayed via links.   

Particularly with products that require intensive consultation, a large part of the customer journey takes place directly in an exchange with the potential customer. Meetings and, if necessary, entire workshops are necessary for this.   

Instead of limiting the exchange to chat, video conference and documents, an online whiteboard can be used to make the entire exchange with the customer directly on the whiteboard. Requirements, challenges, customer wishes etc. can be written down, analysed and answered directly live, in real time with the customer on the whiteboard.   

Companies that bring their customers directly onto the board and work with them are definitely doing something different compared to pure communication by mail. The way of communication is more efficient, clearer, more transparent and the customer already feels more involved.  

The picture below shows an example customer journey where a customer can work directly with the provider. 

Customer Journey

Stay tuned and try out your use case right now with Collaboard.

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Bildschirmfoto 2022-07-19 um 15.08.12