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Shared Documents

Part of Collaborative whiteboards

Preparing a board participants can navigate

Set up clear starting instructions, ordered activities and readable labels so workshop participants can find their way around a whiteboard.

Build the board as a route through the workshop. On arrival, a participant should be able to tell where to start, what to do and where to go next. Set out that route before adding extra exercises or decoration.

Put the first instructions in view

At the starting area, state the workshop question, the intended outcome and the first action. Keep each instruction beside the work it governs.

Say whether participants may move existing objects, add notes or only comment. For several activities, give a simple order such as “1. Add observations; 2. Group similar notes; 3. Review options”.

Add a small sample contribution where the first task begins. Label it as an example so it is not mistaken for a participant’s finding.

Give each activity a named area

Use a frame, section or clearly titled region for each step. A name gives the area an address the facilitator can say aloud: “Go to Options” is clearer than “pan right to the yellow notes”.

Place areas in agenda order. Use task names such as “Causes of delay” rather than labels such as “Part B”, and show what a finished contribution should contain.

Make meaning available in words

Pair colour with text labels. If colour distinguishes a group, name the group too. Add descriptions to meaningful images and explain important diagram relationships in text.

Use text that participants can read at the zoom level the exercise requires. Break up dense blocks and avoid putting the entire briefing inside a screenshot.

Check the route with a newcomer

Give a safe sample board to someone who did not prepare it. Ask them to find the first task, contribute, move to the next area and locate the outcome. Revise any labels or order that cause hesitation.

Check keyboard and screen-reader use with the people and devices involved. Open the board with the participant’s intended permissions as well; a viewer may see different controls from an organiser.

Add a short fallback instruction for anyone who cannot interact with the canvas. The board is ready for the workshop when a newcomer can follow its route without a private tour.

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