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Contents
- Trainer information
- [insert workshop name here] whiteboard design session student guide
- [insert workshop name here] whiteboard design session trainer guide
Trainer information
Thank you for taking time to support the whiteboard design sessions as a trainer!
Role of the trainer
An amazing trainer:
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Creates a safe environment in which learning can take place.
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Stimulates the participant's thinking.
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Involves the participant in the learning process.
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Manages the learning process (on time, on topic, and adjusting to benefit participants).
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Ensures individual participant accountability.
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Ties it all together for the participant.
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Provides insight and experience to the learning process.
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Effectively leads the whiteboard design session discussion.
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Monitors quality and appropriateness of participant deliverables.
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Effectively leads the feedback process.
Whiteboard design session flow
Each whiteboard design session uses the following flow:
Step 1: Review the customer case study (15 minutes)
Outcome
Analyze your customer's needs.
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Customer's background, situation, needs and technical requirements
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Current customer infrastructure and architecture
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Potential issues, objectives, and blockers
Outcome
Design a solution and prepare to present the solution to the target customer audience in a 15-minute chalk-talk format.
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Determine your target customer audience.
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Determine customer's business needs to address your solution.
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Design and diagram your solution.
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Prepare to present your solution.
Step 3: Present the solution (30 minutes)
Outcome
Present solution to your customer:
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Present solution
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Respond to customer objections
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Receive feedback
Wrap-up (15 minutes)
- Review preferred solution
Before the whiteboard design session: How to prepare
Before conducting your first whiteboard design session:
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Read the Student guide (including the case study) and Trainer guide.
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Become familiar with all key points and activities.
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Plan the point you want to stress, which questions you want to drive, transitions, and be ready to answer questions.
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Prior to the whiteboard design session, discuss the case study to pick up more ideas.
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Make notes for later.
During the whiteboard design session: Tips for an effective whiteboard design session
Refer to the Trainer guide to stay on track and observe the timings.
Do not expect to memorize every detail of the whiteboard design session.
When participants are doing activities, you can look ahead to refresh your memory.
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Adjust activity and whiteboard design session pace as needed to allow time for presenting, feedback, and sharing.
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Add examples, points, and stories from your own experience. Think about stories you can share that help you make your points clearly and effectively.
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Consider creating a "parking lot" to record issues or questions raised that are outside the scope of the whiteboard design session or can be answered later. Decide how you will address these issues, so you can acknowledge them without being derailed by them.
Have fun! Encourage participants to have fun and share!
Involve your participants. Talk and share your knowledge but always involve your participants, even while you are the one speaking.
Ask questions and get them to share to fully involve your group in the learning process.
Ask first, whenever possible. Before launching into a topic, learn your audience's opinions about it and experiences with it. Asking first enables you to assess their level of knowledge and experience, and leaves them more open to what you are presenting.
Wait for responses. If you ask a question such as, "What's your experience with (fill in the blank)?" then wait. Do not be afraid of a little silence. If you leap into the silence, your participants will feel you are not serious about involving them and will become passive. Give participants a chance to think, and if no one answers, patiently ask again. You will usually get a response.
[insert workshop name here] whiteboard design session student guide
Abstract and learning objectives
insert what is trying to be solved for by using this workshop. . . Step 1: Review the customer case study
Outcome
Analyze your customer's needs.
Timeframe: 15 minutes
Directions: With all participants in the session, the facilitator/SME presents an overview of the customer case study along with technical tips.
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Meet your team members and trainer.
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Read all directions for steps 1-3 in the student guide.
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As a team, review the following customer case study.
Customer situation
insert your custom workshop content here . . . Customer needs
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insert your custom workshop content here . . .
Customer objections
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insert your custom workshop content here . . .
Infographic for common scenarios
insert your custom workshop content here . . . Step 2: Design a proof of concept solution
Outcome
Design a solution and prepare to present the solution to the target customer audience in a 15-minute chalk-talk format.
Timeframe: 60 minutes
Business needs
Directions: With your team, answer the following questions and be prepared to present your solution to others:
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Who will you present this solution to? Who is your target customer audience? Who are the decision makers?
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What customer business needs do you need to address with your solution?
Design
Directions: With your team, respond to the following questions:
Title
- Number and insert questions here
Title
- Number and insert questions here
Prepare
Directions: As a team:
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Identify any customer needs that are not addressed with the proposed solution.
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Identify the benefits of your solution.
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Determine how you will respond to the customer's objections.
Prepare a 15-minute chalk-talk style presentation to the customer.
Step 3: Present the solution
Outcome
Present a solution to the target customer audience in a 15-minute chalk-talk format.
Timeframe: 30 minutes
Presentation
Directions:
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Pair with another team.
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One group is the Microsoft team and the other is the customer.
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The Microsoft team presents their proposed solution to the customer.
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The customer makes one of the objections from the list of objections.
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The Microsoft team responds to the objection.
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The customer team gives feedback to the Microsoft team.
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Switch roles and repeat Steps 2-6.
Wrap-up
Timeframe: 15 minutes
Directions: Reconvene with the larger group to hear the facilitator/SME share the preferred solution for the case study.
Additional references
| Description | Links |
[insert workshop name here] whiteboard design session trainer guide
Step 1: Review the customer case study
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Check in with your participants to introduce yourself as the trainer.
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Ask, "What questions do you have about the customer case study?"
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Briefly review the steps and timeframes of the whiteboard design session.
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Ready, set, go! Let participants begin.
Step 2: Design a proof of concept solution
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Check in with your teams to ensure that they are transitioning from step to step on time.
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Provide feedback on their responses to the business needs and design.
- Try asking questions first that will lead the participants to discover the answers on their own.
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Provide feedback for their responses to the customer's objections.
- Try asking questions first that will lead the participants to discover the answers on their own.
Step 3: Present the solution
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Determine which groups will be paired together before Step 3 begins.
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For the first round, assign one group as the presenting team and the other as the customer.
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Have the presenting team present their solution to the customer team.
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Have the customer team provide one objection for the presenting team to respond to.
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The presentation, objections, and feedback should take no longer than 15 minutes.
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If needed, the trainer may also provide feedback.
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Wrap-up
- Have participants reconvene with the larger session group to hear the facilitator/SME share the following preferred solution.
Preferred target audience
insert your custom workshop content here . . . Preferred solution
insert your custom workshop content here . . . Title
- Number and insert questions and answers here
Title
- Number and insert questions and answers here
Checklist of preferred objection handling
insert your custom workshop content here . . . Customer quote (to be read back to the attendees at the end)
insert your custom workshop content here . . .