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How to run a brainstorming session

That actually produces good ideas

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How does brainstorming on a Confluence whiteboard work?

While brainstorming is exciting in the moment, it’s best to stay within the boundaries of your business goals. You should only call a brainstorming session if there’s a.) something specific you’re trying to achieve and b.) you’re prepared to take action on the ideas presented. Summarize your goal in a sentence or two, like “determine ways that we can reduce our response time to customer tickets” or “plan three key marketing campaigns for next quarter.”

Share your goal with anyone who will be participating in the meeting. Create an agenda for the brainstorming session that includes the summary and a loose schedule for the conversation. Let everyone know ahead of time (not that morning) what the meeting is about, so they have a chance to be prepared.

How to

No more switching tabs, devices, or computers, trying to slap software solutions together with too many confusing logins and usernames. Confluence syncs with Jira, our issue-tracking software, to ensure each whiteboard isn’t just a place to dump ideas. Your whiteboard will be a real, live project management tool to organize how work gets done.

When you run your whiteboards through Confluence, you’ll get some immediate project management benefits:

  • A single source of truth, connecting ideas, tasks, and workflows in one centralized hub for anyone on your team to view. Collaborate visually while allowing team members to add context directly to the board via attachments.
  • Access for the entire team, creating transparency in each project and allowing people to submit their ideas for brainstorming sessions.
  • Immediate cost savings through tool consolidation; if you signed up for Confluence, you can already use Confluence whiteboards. 
  • Enhancing virtual collaboration for greater organization-wide impact. With Confluence whiteboards, every worker is included in critical brainstorming meetings or workflow data to wonder where they fit in the jigsaw puzzle of each project. You can also use Confluence to ensure teamwide access to the whiteboard for easy updates.

2. Gather the right team

Save your colleagues’ creativity for the brainstorm itself, not on wondering why they are sitting in your meeting. In a survey of more than 800 teams, it was found that too many minds in one room can lead to ‘social loafing’, or letting a few star players do all the work and little to no contributions from everyone else. The more people in your meeting that don’t know why they are there, the poorer quality brainstorm you’re going to get.

Unless you can point to something specific you’re hoping they’ll bring to the table, let your colleagues keep their free time. This is especially important if they’re not going to be responsible for owning a piece of the outcome.

In addition to listing the goal of the meeting, make sure everybody invited is crystal clear on why you want them there.

Use Confluence whiteboards to structure and organize ideas

Whiteboard sessions can be critical creative time, true. A brainstorming session should set your team loose, giving everyone the bandwidth they need to pop out ideas without any fear of being shot down.

But creative ideation exercises will only get you so far. Whiteboards can be great for structuring a loose collection of ideas into a campaign, a project, or a new initiative. 

The problem with traditional whiteboards is this can require a lot of erasing, modifying, and editorial back-and-forth. Confluence whiteboards, on the other hand, offer some digital assistance when it comes to organizing your ideas. 

  • You can illustrate the relationship between ideas with stickies, lines, and sections—just like you could if you were standing at a whiteboard with a marker in your hand
  • Start assigning Jira tasks and sub-tasks to individual team members so that you come away from a brainstorming session with more than just ideas—you come away with a team to-do list

Create templates and dedicated pages for brainstorming and creative ideation exercises

A physical whiteboard is just that: a board with a lot of white space. But Confluence whiteboards can pre-populate with best-practice templates, giving you a head start for any brainstorming session:

  • Brainstorming templates will populate with notes for kicking off those game-changing “what-if” questions.
  • Retrospective templates help you conduct exit interviews on old projects: the good, the bad, and the ugly.
  • Prioritization matrixes split up the whiteboard into a grid so you can organize (and therefore prioritize) the decisions your team is facing.
  • Team formation guides are great for assigning users to specific projects within your organization, which can lead to separate brainstorming sessions via Confluence.
  • Concept maps can be critical for mapping out team resources, workflows, and planning multiple projects simultaneously.

There aren’t any features you’d lose from moving to a digital whiteboard. Sticky notes? You can use them. Stamps? Use those to react and vote for your favorite ideas. Everything you can do with a physical whiteboard, you can do with a Confluence whiteboard, all while crossing time zones with ease. It’ll be as if you’re all in the same room.

Brainstorming whiteboard templates

Synchronize a team’s inspiration from a single source of truth

Company-wide collaboration is the name of the game. If you can’t have your whole team in the room with a single whiteboard, you may feel you’ve left critical team members out. The result: you’re not getting the inspiration from multiple angles and backgrounds asking key questions during a brainstorming session.

But Confluence changes all that. You can automatically sync new updates to your Confluence Homepage, or add project-specific updates to a Confluence whiteboard. We’re also planning on introducing features like “@” mentions to ensure colleague discussions are easy to reference and redirect.

In a traditional whiteboard setting, you might have someone taking minutes. With Confluence whiteboards, you can have a virtual brainstorming session and proceed across time zones as if you never missed a beat.

There’s also a neat feature for integrating these whiteboards with Jira. 

You can use Confluence whiteboards to group a specific set of tasks, ideas, or assignments. Smart sections ensure you don’t have to make updates to Jira issues after planning sessions. You and your team can move work forward without having to go back and revise in Jira. Essentially, you can set up sections with configured Jira actions, which then apply to all current Jira tickets in the sections. Use this feature to mass-update fields like priority, assignee, story points, and more.

And it works two ways, as well. Team members can upload their notes or web links to the whiteboard so everyone can reference them. The result: your virtual brainstorming sessions seamlessly segue into a to-do list, much like a project management tool.

Embed images and links to help illustrate your ideas and make them more engaging

At a certain point, the “analog” whiteboard runs out of features. You can paste sticky notes to a whiteboard, maybe even print off an image and tape it to the thing. But once you have videos, webinars, and conference calls that need to be part of the project, no whiteboard will help.

Well, there’s one. 

The Confluence whiteboard can embed images to illustrate your ideas. Rather than a whiteboard full of long swaths of text, images can get ideas across much more quickly. That’s especially relevant for visual and design-based projects.

If you’re building a whiteboard, you can also use this feature to assign tasks to your team members. You can highlight virtual brainstorming sessions so a copywriter knows what to write about. You can record yourself giving live notes to provide feedback to a designer. Or you can simply paste a video link you saw online, giving additional context and background to anyone on your team who needs it.

Start collaborative whiteboarding sessions for remote teams

Some features in Confluence whiteboards can help remote team members keep up, even if they’re not in the loop on the initial whiteboard session. But we haven’t yet addressed how collaborative this process can be. 

With a Confluence whiteboard, your sessions aren’t limited to who’s in the room. You can build a session online, either on the computer or live within a conference room, and involve everyone on your remote team. You don’t have to abandon team members across the globe and wait for them to catch up. And you don’t have to miss out on their spontaneous insights or reactions, either.

Don’t forget about the scientific importance of flow state. Spontaneity and live reactions matter to creativity. As one study noted, “the possibility of surprise” is one essential ingredient of flow. In brainstorming sessions, when a good idea pops out, it instantly stimulates that sense of flow.

That’s an effect you can’t capture as easily via email. It takes live interaction and spontaneous reactions to generate that creative flow—ultimately leading to better ideas on your whiteboard.

3. Set the stage

It’s easy to auto-default to the same old conference room every time you need to call a meeting. But our brains love novelty, and being in a new location can also exercise our brain’s neuroplasticity, or our ability to think about things in a new way. By switching up locations, you can improve the quality of ideas that come out of that brainstorm. Try heading out to that picnic table behind the office, the cafe around the corner, or even a different room in your workspace.

If you can’t access an alternative meeting space, bring a new element to the old routine. Switch up those unspoken claims on whose chair is whose or become the office MVP with a surprise treat.

Opinions vary on the best runtime of a brainstorming session and depend on the individual team(s). Would 30 minutes work best for a deadline-driven team, or would they prefer closer to an hour to let the ideas free flow? Are they fresher in the morning or with some post-lunch fuel in the tank? Try a few variations to find what works best for your group.

But moving your brainstorming sessions over to Confluence might sound challenging. Doesn’t adding Confluence introduce an unnecessary complication?

Not with how Confluence whiteboards work. Confluence brings all of your work together into a single view. You can still use Jira just like you always have—in fact, there are ways to enhance how you use Jira:

  • Convert stickies and shapes into Jira issues. A sticky on the whiteboard is a handy way to jot in a quick note. With Confluence whiteboards, it can accomplish far more than a simple reminder. You can convert your stickies into Jira “issues,” which helps you manage Jira without leaving the whiteboard.
  • Connect Jira issues to map out your work. What if you have multiple Jira issues and need to see how they flow together? You can connect them within the Confluence whiteboard, as well. Or you can import Jira issues to visualize your tasks. Sometimes, this means populating a whiteboard with pre-mapped planning work already done.
  • Edit Jira issues along with Confluence pages—again, without ever having to leave your whiteboard. 
Connect with Jira on whiteboards

Along with these features, you can embed plans and add links as needed. It’s hard to paste a PDF onto an actual whiteboard. But with Confluence whiteboards, you can have an entirely digital experience for everyone on your remote team to access.

4. Pick a qualified facilitator

If a team meets for a brainstorm and no one leads it, did it even happen? Brainstorming sessions are collaborative conversations, but you still need somebody in charge.

A brainstorming facilitator should have:

  • Great listening skills to fully absorb ideas
  • Time management skills to keep the meeting on track
  • Organizational skills to create an agenda and record ideas
  • Leadership skills to encourage all members to participate

Decide before the meeting starts if you should lead or if someone else is better up to the task. Bear in mind that the facilitator’s role is to be a neutral party that keeps the session moving forward and the participants focused.

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