Gordon Graham

Article / Updated 08-03-2022

Nothing undermines a good white paper faster than poor design. No matter how compelling and persuasive the text may be, if people can’t read it because of a poor design, they’ll quickly move on. Then all your effort and expense are for nothing. Here are ten down-to-earth tips for anyone designing a white paper. If you’re not sure how to design a white paper or you’ve never done one before, read on. If you’re a marketing manager who needs to direct a designer to format your white paper, this is for you. If you’re a white paper writer stuck trying to use Word to turn out respectable-looking pages, you’ve just hit pay dirt. Design to enhance the content A white paper isn’t a brochure, so it shouldn’t be as slick and colorful as one. But it needs to be more appealing than your father’s business report. Think of a page from a magazine, like Scientific American or Vanity Fair, or the front part of an annual report, before all the numbers. That kind of crisp, elegant editorial design is what to shoot for with your white paper. Effective design enhances the content of the white paper instead of drawing attention to itself. Your design must add value and clarity to that content instead of adding distractions or hurdles to legibility. Let the white paper’s message shine out from your pages. Consider your readers' eyesight Most people’s eyes begin to change in their 40s, and they start to need larger type to read comfortably. By coincidence, most B2B white papers are aimed at business decision makers, most of whom are in their 40s and older. And many people this age prefer to read on paper, so they likely print out a white paper rather than read it on-screen. Younger designers, take note: You’re not designing white papers for yourself and your peers; you’re designing for older people. That means forget gray text and color backgrounds. Black text on a white background has been the standard for legibility for hundreds of years; why change it? Bump up the body size type to 10 or 11 points; it’s free. Realize that text isn't a graphic The text is the content of a white paper. Look at your pages as text-driven content, where your challenge is to make the text as inviting and easy to read or scan as in any magazine you pick up — any magazine, mind you, aimed at people in their 40s and older. Make every page count Sure, every white paper needs a little front and back matter, but when the front and back matter add up to nearly two-thirds of a white paper, something is terribly wrong. Some misguided software templates lay out a white paper like a two-sided book, with a blank page on the back of the front cover and a back cover to tie it all together. Forget it! Most B2B buyers either look at your white paper on-screen or print it out single sided. Those other pages are just a waste of time and money. Be sure to compress the front and back matter, cut the worthless blank pages, and make every page count. Control page breaks Avoid starting a major section at the very bottom of a page, with only a line or two of text after it or cramming a new section beginning near a footnote or footer. There’s nothing wrong with leaving a little white space at the end of a major section. Just start the new section on a new page. White space gives readers a momentary visual and mental break and helps them understand the structure of the document. Avoid a wall of gray Some designers have the idea that a white paper is supposed to be serious, and by that, they think “a wall of gray.” They think all they have to do is just pour the text into the pages and be done with it. Any white paper with text formatted as a wall of gray may look serious, but it won’t invite anyone to read it. Leave lots of white space Another symptom of the wall-of-gray approach is teensy-tiny, itsy-bitsy, little margins around the text. Long horizontal lines of type are hard for readers’ eyes to scan and tough for their brains to process. If you format a white paper with minimal white space, you’ll lose most of your readers. Again, white space is free. So what if your final document is eight or ten pages long? If the content is compelling and the design is inviting, your readers won’t mind. Avoid smug shots So you’re looking for a stock shot for a white paper. That’s a fine way to break up the wall of gray. But by all means, skip the shots of the beautiful people wearing impeccable suits hunched over a pristine PC or shaking hands in some foyer drenched in sunlight. Everyone knows those are fake, posed shots. Pick photos that show average-looking people wearing typical clothes, doing something a little more interesting than shaking hands or peering at computer screens. Control hyphenation Most software does a terrible job of hyphenating English. Traditional typography called for at least four letters before any hyphen and at least three letters carried to the second line. Most typographers wouldn’t hyphenate a word with fewer than six letters. So don’t rely on automated hyphenation, and leave your text ragged right. Then scan your right margins, and if you see a major white space that you absolutely must eliminate, take two seconds to insert a manual hyphen. Refine a corporate template Some companies have a corporate template that they expect all designers to follow. These layouts may be perfect for a press release, an internal business report, or a data sheet, but they’re not always ideal for a white paper. If you feel strongly that the corporate template detracts from the readability and undermines the white paper content, make your views known. If you have the scope, make up two versions of the white paper: one following the existing template and another with your recommended changes. Circulate both versions to your team, your customer advisory board, and your manager. Get a second opinion from an experienced designer or a white paper expert.

Cheat Sheet / Updated 03-25-2022

White papers are the “king of content” that can help any B2B company build mindshare, generate leads, engage prospects, and undercut competitors. But to get powerful results, you need to use white papers effectively. Make sure to provide useful information that can help a business person understand an issue, solve a problem, or make a decision.

Article / Updated 03-26-2016

Most companies don’t have researchers available to help out white paper writers. Some independent writers do hire researchers to do the grunt work of finding the perfect quotes, stats, and factoids to sprinkle through a white paper. And probably more writers should give this a try. This arrangement can be a marriage made in heaven or the exact opposite. To work smoothly with a researcher, start by giving him right-sized directions: not too wide, not too narrow. For example, suppose you need to research virtual worlds for teens. You don’t want your researcher to send you 75 articles about virtual worlds in general; that’s too broad. For the basics, ask him for the top three or four articles that explain virtual worlds. After that, he should focus on how teens use these worlds. By the same token, don’t ask your researcher to look into using Acme WorldBuilder 3.1 to create a virtual world. That’s way too narrow. (If your white paper happens to be about Acme WorldBuilder 3.1, you don’t need a researcher. Just get your background from your client.) A researcher can work on several levels, depending on what you arrange. He can simply collect likely sources and send you links or PDFs to explore. To save you more time, he can scan through each source and highlight the best bits. Under Windows, you can highlight a PDF by using the free Adobe Reader. Under Mac OS, you can highlight a PDF by using the built-in Preview app. Even if you and your researcher use different systems, any highlighting shows up when you open a PDF on any machine. Finally, insist that your researcher sends complete and well-sourced materials, not just snippets or his interpretations of something he found online. You want your researcher to bundle up his sources for you just as carefully as you package up sources for a client.

Article / Updated 03-26-2016

Tomorrow’s white papers will likely incorporate new media beyond text and graphics; they may even move beyond the paradigm of a fixed document into a flexible cluster of information accessed via the web or a mobile app. No one can predict the exact timetable for this evolution. It will probably occur in fits and starts, with most companies making cautious forays into new territory, while a few plunge ahead to break new ground. The quality of these efforts will also vary, with production values for each medium ranging from quite amateurish to very professional, just as they do today. Compare the fuzzy images and muffled sound of a teenager’s upload to YouTube with any clip from a big-budget feature film. Whatever the timetable and the standards, B2B marketers should get used to the idea of using animation, audio, video, and interactivity in the future. This chapter provides some ideas on how to gather and develop new media to add to white papers. Adding interest with animation An animation is a graphic where something moves to convey information. A common example is when each point of a slide flies in to build the final slide. The ultimate form of animation is a cartoon or full-length animated feature. Because the human eye is sensitive to motion, adding movement to a static graphic can help make it more engaging. If motion can help tell a story or explain the key point of a graphic, consider using it. For example, in any type of flowchart or process diagram, an animation can convey information or material moving from one point to the next. And many infographics could be improved by a touch of animation to lead the viewer’s eyes through the wealth of information presented. To see a relevant animation in action, visit VizEdu. This site is devoted to visual primers and provides many animations on different topics. You can see how simple an animation can be, yet how much impact it can add. You can also see that some animations work better than others. Animation is underrated and underused in B2B marketing, perhaps because few artists are trained how to do it and few marketers visualize how it can improve a presentation. Certainly, few business people have the confidence or expertise to do business-quality animations on their own. Perhaps that will change in the future. Engaging an audience with audio The U.S Census Board says the average American spends almost an hour a day commuting to work. During that time, some people listen to music; others just relax and unwind. That time represents a huge potential for using audio with white papers. For your audience members who drive to work, why not create an audio version of a white paper to download and listen to in the car? You could rewrite the white paper for the ear as a script and then have someone with training in acting, radio, or voiceovers record it. You could have the audio file available for download from the white paper landing page and promote it as a free podcast on iTunes. For those commuting by train or bus — who can safely use mobile devices — why not add short clips of interviews or speeches as clickable sidebars right in the PDF they view on their screens? You could include audio clips from interviews the writer did with subject matter experts to research the white paper. Many writers record these interviews, so including these audio files would be a simple way to repurpose that content in a new and engaging way. Capturing attention with video Video is kind of “the mother of all media” because it can incorporate many other formats including animation, speech, sound, and music. You can use video effectively to complement a white paper in many ways. The most basic is to add a talking head — some expert talking as a tiny picture-in-a-picture image — that elaborates on a single point. At the other extreme, a vendor can sponsor a documentary-style production that presents all the same material as the white paper does, but in a visually interesting way. B2B vendors aren’t yet using video routinely in white papers, perhaps because there’s still a big gap in skills, confidence, and budgets. After all, how many marketing people have experience making video? That means hiring a scriptwriter, director, videographer, on-air talent, plus people to do lighting, makeup, costumes, and edit the video into a professional-looking production. Even if they know where to find people in all these specialties, how many marketers can afford a full-blown video production? Just as the breakthroughs of desktop publishing took some years to percolate through every industry, the use of video in B2B marketing will take time to become common. Still, more companies are gaining experience with video every year, a trend that’s bound to continue, because it’s driven both by technology and demographics. Following are some of the most likely ways to use video with a white paper: Talking-head interviews B-roll Video executive summary Video sidebars Video conclusions Complete video version of a white paper Talking-head interviews The most obvious place to start with video is to plunk down a camera in front of a company executive or subject matter expert, give him a few leading questions to get started, and then zoom in for a “talking-head shot.” If you use this format, choose someone with the discipline to stay on topic and express him thoughts in short, pithy statements. When filming an interview, keep these pointers in mind: Check the color of the suit, shirt, tie, or scarf worn by your on-air talent to make sure it doesn’t create a moiré (wavy) pattern or halo in your recording. Get your expert talking and relaxed, perhaps by asking him a few generic questions at the start before you get into the meatier content. Don’t use a teleprompter unless you’re dealing with a senior executive who’s used one and can read the text with conviction while looking into the camera naturally. B-roll Although a talking head is easy to record, the results use none of the amazing possibilities of the medium. Video can present moving, color pictures of anything in the whole world, so why limit it to a talking head? One way to get beyond a talking head is to use stock video the same way you use stock photography. For example, alternate talking-head footage with B-roll video with a voice-over, just like in a local news broadcast. Or splice together bits of B-roll with charts, graphs, or slides that tell your story and dispense with the talking head altogether. To find a useful B-roll source, Google “free video” or “free B-roll” or “B-roll sources” and turn up many sites that distribute free or low-cost video clips. You can pay anywhere from nothing up to several hundred dollars per clip, depending on your budget and the specific imagery you need. And don’t overlook government sites and agencies like NASA, which have a wealth of footage available as well. Video executive summary Another way to use video is to create a one- or two-minute video clip that covers the executive summary of a white paper and invites people to read it. This clip can be used as a promotional tool on YouTube to build downloads of the white paper and placed on the landing page to give visitors a quick preview of what the white paper content is all about. If desired, the video version of the executive summary can be included in the PDF as well. Then people who download the white paper can get started by watching a short video that “tells them what you’re going to tell them.” Video sidebars Another likely way to use videos in white papers is for brief sidebars that drill down to provide more detail on a particular point. These sidebars can be inserted on a page as a clickable frame, like the well-known YouTube screen. Some likely uses for these sidebars include Analyst comments Documentaries on identified problems or solutions Product demos for software Sample uses for hardware Slides or animations to explain methodologies Customer case studies or testimonials Video conclusions At the end of a white paper, the same person who provided the executive summary or welcome can offer a wrap-up and call to action. He can offer a more compelling conclusion and personally invite people to take the next step to engage with the vendor. You could show the company website or toll-free phone number during the call to action, but make sure to do so tastefully — not like in a blaring infomercial. Complete video version Another way to use video is to convert the white paper into a video presentation, like a documentary that runs 10 or 20 minutes. Doing so will probably require the kind of seasoned skills found only in experienced TV producers, directors, and crews. Some obvious questions about this approach concern the ideal length, budget — perhaps $25,000 or more — time frame required, and whether this kind of video production would generate sufficient ROI to be justified. Early video versions of white papers haven’t been encouraging because they haven’t broken out of the document mold. To be successful, a video version of a white paper must truly use the strengths of the format as a way to tell stories and present arguments with moving pictures. Don’t call some mash-up of text and video clips a video white paper. That term is a total oxymoron, right up there with jumbo shrimp. How can any one piece of marketing be both video and paper? Clearly, it can’t. Anyone who uses this term is just trying to apply the gravitas of the white paper format onto whatever mishmash he produces. But it won’t stick, so please don’t try. Incorporating interactivity Interactivity means clicking an area of the screen or page to do something, go somewhere, or engage with the content or the sponsor in some way. The most common forms of interactivity include links to websites, online widgets, social media, or QR codes. All these interactions are possible in today’s PDF white papers. Not all these interactions are routinely used by many B2B marketers, likely because they require extra resources for web programming and design. But their time will come, if the effectiveness of these tactics is proven out. Any of these interactions can serve as an excellent call to action, bringing prospects back to your website to engage more with your company. If your privacy policy allows, you can even capture the information a prospect enters in a widget or survey form and use it to help personalize any further content you deliver to each prospect in the future. Links to websites A link to the sponsor’s website is the most likely form of interaction in a white paper. Some vendors also create links to the sources footnoted. If you work with a complex supply chain, consider linking to the largest or friendliest of your distributors or resellers. The same caveat applies to links from your website: You worked hard to get someone there. Try to keep them as long as you can. You don’t want to give them too many opportunities to click away to somewhere else. Links to online widgets A link to an online widget can be a powerful interaction. One form is an ROI calculator where a prospect fills in his numbers and sees how much his company could earn or save with the vendor’s offering. Another is a table where the B2B buyer fills in some numbers on some aspect of their operation to compare their company to the top-, middle-, and lowest-rated companies in their industry. Or a survey can ask a handful of questions and then derive a score on some aspect of their operation. Some vendors may be able to create games or simulations that provide interaction while delivering insights about a certain market space or offering. Links to social media You’ve seen those common icons linking to various social media channels. This tactic doesn’t need to wait; you can implement it today. In the contact section of your white paper, make sure to include an icon for all the social media channels you use, especially LinkedIn, Twitter, and Google+. Then an engaged reader viewing your white paper as a PDF on-screen can click to comment, visit your company page, or retweet your white paper. Only include links that actually make sense. For example, does your company really have any interest in linking to Digg, Facebook, Pinterest, or Tumblr? Just because you can find the icon, you don’t have to use it. QR codes The jury is still out on whether those QR codes you can scan with a smartphone app deliver any useful results to marketers. Sure, the codes work when people scan them. The question is, do enough people scan them? If you’re sure a significant portion of your audience is young people with a smartphone, implementing QR codes may well be worth the minimal cost. As a best practice, don’t just stick in a mystery code; give your B2B buyers a strong hint about what they’ll see if they bother to scan the code in your white paper. You want to show them some further information or take them to the web page that supports the next step in the sales cycle, not just bring them to your home page.

Article / Updated 03-26-2016

Modern technology certainly isn’t foolproof. One morning, your computer may refuse to boot. Or as you’re cleaning up your hard drive, you mistakenly delete the wrong files. And here it comes, that sickening feeling that you’ve just lost hours or even days of hard work. You need to protect yourself against that. You don’t want to lose big chunks of effort, not even once or twice a year. Fortunately, many vendors are busy working out solutions to help people with this problem. You can choose from many free, easy, or relatively inexpensive backup options to prevent losing all your hard work. Here are four suggestions for safeguarding your work: Save two copies of every file you work on. Back up your current white paper on a flash drive. Have your computer make automatic on-site backups. Use a cloud service for off-site backups. Using all four of these backups is probably overkill. But you do need one option for on-site backups, in case your file gets scrambled, and another for off-site, in case your office burns down or your computer gets lost, stolen, or destroyed. Saving multiple copies of every Word file The simplest way to protect yourself from losing hours of work is to save two copies of every file you work on. Start by saving a Word file with a name such as “Acme Paper Burden May-27.docx.” Then, ten minutes later, save the file with a slightly different name: “Acme Paper Burden May-27 backup.docx.” After ten more minutes, save as the original name again, and so on throughout your work session. This pattern creates two working copies of the same file in case one gets deleted or scrambled. Taking a few seconds to save a second copy is cheap insurance. You can also save fresh copies every day you work on a project. So you start in the morning by opening the “Acme Paper Burden May-27.docx” file. Then the first time you save that file, you save it with a new name, such as “Acme Paper Burden May-28.docx.” Then you go on, saving both your May-28 files as previously described. Sure, all those files clutter up your hard drive, but you can delete them when the project is over. And, anyway, storage is cheap, but your time is valuable. Making manual backups on flash drives Speaking of cheap storage, flash drives keep getting bigger and less expensive. You can afford to have one for every project and carry it around in your pocket or purse in case your office burns down. At the end of the day, save your two latest files for the project (“whatever date.docx” and “whatever date backup.docx”) on your flash drive, and take it with you for easy, affordable, off-site storage. You just have to remember to do it. Having your computer make automatic on-site backups You have Word set to make an automatic backup every ten minutes, right? So even if your current file gets corrupted, you’ve never lost more than ten minutes of work? If not, stop reading and do that right now. Just go to Options from the File menu, then Save and then Save AutoRecover Information. Beyond that, have your Windows or Mac machine make automatic backups for you. Windows 7 includes a Backup utility, but it’s so geeky that most Windows users never touch it. Windows 8 provides a feature called File History that’s far easier to use. And on a Mac, Time Machine is a simple built-in utility. Regardless of the platform you use, buy a large external drive, like 2 terabytes (TB), and then set up automatic backups to happen at least once an hour onto your external drive and just let them run. Using a cloud service for off-site backups You need off-site backup for a true disaster, like when your computer gets stolen or destroyed. The best option today is storage in the cloud. There are almost 50 cloud services to choose from, from Apple’s iCloud to Windows SkyDrive, not to mention Google Drive, DropBox, and dedicated backup services like Carbonite and Mozy. You can just set and forget any of these services and hope that you never need them. Again, they’re cheap insurance.

Article / Updated 03-26-2016

Any real writer can work with paper and pencil, if he has to, or scrawl words on the wall with the end of a shoelace dipped in soot. But everyone uses computers now. So if you ever wonder, “What software should I use for writing? Graphics? Publishing?” the short answer is that you can’t go too far wrong with Microsoft Word. One of the best things about Word is that everyone else has it. With more than 500 million users around the world, Word is the industry standard for creating documents. You can use Word for outlining, writing, footnoting, checking readability, collecting comments, tracking revisions, creating graphics, styling text, and doing the final formatting of a white paper. Even though Word provides a versatile set of tools, it can’t do everything. What else is there? Consider three other types of software that could help you with a white paper project. Brainstorming software Brainstorming or creativity software has never really caught on with the mainstream. Because so few use it, it could be your secret weapon. One intriguing product is ThoughtOffice. ThoughtOffice is a database of nearly 20 million word associations. Using this software, you can enter a seed word and see dozens of related terms, metaphors, and idioms. For example, if you type the word “baseball,” you instantly see 100 associations, from “Babe Ruth” to “utility player.” Click again, and you see another 100, and so on. The program can also serve up quotes, lyrics, rhymes, and synonyms. You can use ThoughtOffice to find a master metaphor to tie your white paper together, explore ideas for graphics, or develop a more compelling title. And you can use it for anything, not only white papers. If you work with words and ideas for a living, you owe it to yourself to check it out. Voice recognition software Wouldn’t it be fabulous to dictate your next white paper while pacing your office, riding your exercycle, or even walking the dog? Well, this idea isn’t science fiction. It’s here now, effective, and fast. You can save hours with voice recognition software, because you can talk faster than you type. You can dictate into a handheld recorder or smartphone while you’re out for a walk and then plug that file into your computer to be processed. You talk; the computer types. Sweet. In the past 15 years, the improvements in voice recognition have been stunning, to the point that this software now works extremely well right out of the box, with no training. The industry standard products are Dragon Naturally Speaking on the PC and Dragon Dictate on the Mac, both from Nuance. When they claim up to 99 percent accuracy, it’s true. You may find that dictating can help you turn out a much faster and better first draft. Rudimentary voice recognition is included with both Windows and Mac OS. They give you a small taste of what’s possible, but they’re slower and less accurate than the Nuance software. So you probably won’t find these powerful enough to produce a white paper. For a longer discussion of using voice recognition software to write white papers, see thatwhitepaperguy.com. Graphics software Most writers aren’t artists. So how can you get a decent graphic for a white paper when you have no money in the budget or time in the schedule for professional artwork? This is where SmartDraw comes to the rescue. Anyone who can use Word can use this software to create business-quality graphics that are certainly good enough to include in a white paper. SmartDraw is bundled with hundreds of pre-drawn graphics to get you started. You can run through 70 different categories of graphics for ideas, find a sample close to what you need, and tweak it for your own purposes. Need to enter your own text? Go ahead. Need to delete some elements and add others? Click, click. Need to change the color scheme to match the company branding? Click. For a one-time cost that’s about the same as hiring an artist to create a couple of custom diagrams, you can buy this software and use it on an ongoing basis. And it’s equally handy for making graphics for slide decks, documentation, or any other purposes. You can download a trial version to check it out.

Article / Updated 03-26-2016

Use the right type of white paper for the right challenge: either a backgrounder, a numbered list, or a problem/solution. The following table outlines the features of each type of white paper and gives you an idea of when to use each one. Characteristic Backgrounder Numbered List Problem/Solution Definition An in-depth look at the features and benefits of a certain product or service A numbered set of tips, questions, answers, or points about some issue A persuasive essay that uses facts and logic to present a new solution to a problem Audience B2B buyers near the bottom of the sales funnel Anyone interested in the issue B2B buyers near the top of the sales funnel; also analysts, bloggers, channel partners, and journalists Approach A factual description of the technical or business benefits of a product or service A light and lively roundup of points or highlights about some issue Useful information about an industry-wide problem that educates readers and positions your company as a trusted advisor When to use To support your firm’s position as an undisputed leader in the field To support technical evaluations To support a product launch To get attention with provocative views To cast FUD (fear, uncertainty, and doubt) on competitors To nurture prospects through a complex sale To generate leads To educate your market To build recognition for your company Length 8+ pages plus cover 5 to 7+ pages plus cover 8 to 12 pages plus cover Typical contents Introduction Features and benefits of each feature Conclusions and call to action About the company Introduction Numbered points (between 3 and 9) Conclusions and call to action (optional) About the company (optional) Executive summary Industry-wide problem Existing solutions and drawbacks New, improved solution Case study (optional) Buyer’s guide Conclusions and call to action About the company

Article / Updated 03-26-2016

Few people will read a text-only white paper. You can provide visual relief by using at least one of these text enhancements on every page: Bullets: Use a small amount of text after each bullet; avoid lists of 20 or more bullets or several paragraphs of text after each bullet. Headings: Use two sets of headings, big and bold; write active headings to help people skim, scan, and skip. Pull quotes: Extract up to 20 words that give the key point from a page; format these quotes larger at the side; check magazines to see how it’s done. Sidebars: Pull out nonessential side issues or lists and put them in a tinted box to keep readers focused on the main thread. Tables: Present numbers, options, or lists in a table to save words and make information easier to digest. White space: Leave breathing room at the top, bottom, and sides of each page; run text no more than 60 characters wide to make reading easier.

Article / Updated 03-26-2016

To get your target audience to notice your new white paper, you need to unveil it like a mini-product launch. Try different promotional tactics and repeat as long as they keep working. Don’t abandon promotions too soon, and use all these must-do tactics: Create a landing page with an abstract Feature the white paper prominently on your website Mention it in company newsletters E-mail your sales force and channel partners (if any) E-mail your house opt-in list Tweet it on Twitter Blog about it Announce it to relevant LinkedIn groups Publish a press release Send it to relevant journalists Send it to relevant bloggers Get it mentioned in channel partner newsletters Post it on free white paper sites Create a slide deck Send your slide deck to your sales force and channel partners (if any)

Article / Updated 03-26-2016

When clients hire an advertising agency, the client often prepares a creative brief. A creative brief comes closer than anything to a white paper plan and is essentially a document that spells out the terms of reference for this kind of content marketing project. A creative brief spells out many details to incorporate in that campaign, such as the purpose, audience, main take-aways, key competitive advantages, and any standard corporate messages, color palettes, logos, and the like. Unfortunately, most companies never prepare any white paper plans, and their white papers suffer from this omission. Many teams are so rushed to get their white paper finished that they don’t start it properly. In this step, the writer drafts a plan for the rest of the team to review. If any reviewers have comments, the writer updates the plan to reflect those comments until the client, all the reviewers, and the writer are completely satisfied with the plan. Step Who What 3.1 Writer Creates draft white paper plan 3.2 Writer Sends draft white paper plan to client 3.3 Client Circulates draft white paper plan to all reviewers with deadline for comments 3.4 Reviewers Comment on white paper plan 3.5 Client Gathers all comments and resolves any differences 3.6 Writer Refines white paper plan to incorporate comments 3.7 All Repeat steps 3.2 through 3.6 until all reviewers are satisfied with white paper plan What the writer does for the white paper plan The writer creates the white paper plan, which sets out the terms of reference for the project, including the purpose, audience, call to action, flavor, keywords, title, high-level outline, and any other characteristics of the document. The client circulates the draft plan to all reviewers for their comments, and then the writer refines it. Drawing up this blueprint puts the whole project on solid ground and helps it to succeed. What the client does for the white paper plan The client receives the draft white paper plan from the writer and circulates it to all the reviewers, with a fairly short deadline for getting their comments back, probably a week or less. No matter how busy people are, they can usually look at a one- or two-page plan for a few minutes. When the comments come back, the client reviews them to make sure they make sense and gives the writer some notion of how to deal with them. If some comments can be safely ignored, the client tells the writer so. Key elements of a white paper plan An effective white paper plan should include all the following items: The primary goal for the document The target audience, including demographics, psychographics, and technographics, or a set of personas Where the audience sits in the sales funnel: at the top, just starting their research; in the middle, comparing different vendors; or at the bottom, close to making a purchase The call to action, or what you want the ideal readers to do after they finish reading The ideal flavor: a backgrounder, numbered list, problem/solution, or a mash-up between a numbered list and one of the others The target keywords, or the search terms you expect the ideal readers will use to find the white paper Two or three possible titles, to be tweaked as you go An official list of reviewers A list of background material available from the client Likely sources for further research: articles, associations, blogs, forums, industry analysts, LinkedIn groups, magazines, recorded webinars, reports, reviews, slides decks, or websites A high-level overview of the recommended content The writing tool to prepare the text with, usually Microsoft Word The design tool to design the pages with, usually Adobe InDesign Recommended page design guidelines A realistic schedule for completing the project or else a real-world deadline that must be met