White Papers For Dummies

White Papers For Dummies

by Gordon Graham
White Papers For Dummies

White Papers For Dummies

by Gordon Graham

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Overview

A fast and easy way to write winning white papers!

Whether you’re a marketing manager seeking to use white papers to promote your business, or a copywriter keen to break into this well-paying field, White Papers For Dummies gives you a wealth of practical, hands-on advice from one of the world’s leading experts in the field.

The fact-based documents known as white papers have been called the “king of content.” No other B2B marketing piece can do more to generate leads, nurture prospects, and build mindshare.

Where white papers were once used only by technology firms, they are becoming “must-have” items in the marketing toolkit for almost any B2B firm. Practically every startup must produce a white paper as part of its business planning.

But writing effective white papers is a big challenge. Now you can benefit from the experience of a white paper specialist who’s done more than 200 projects for clients from Silicon Valley to Finland, from mighty Google to tiny startups. Author Gordon Graham—also known as That White Paper Guy—provides dozens of tips and tricks to help your project come together faster and easier.

White Papers For Dummies will help you to:

  • Quickly determine if your B2B firm could benefit from a white paper
  • Master the three phases of every white paper project:
    planning, production, and promotion
  • Understand when and how to use the three main types of white paper
  • Decide which elements to include and which to leave out
  • Learn the best practices of seasoned white paper researchers and writers
  • Choose from 40 different promotional tactics to get the word out
  • Avoid common mistakes that many beginners make

Product Details

ISBN-13: 9781118496923
Publisher: Wiley
Publication date: 04/08/2013
Series: For Dummies Books
Pages: 384
Sales rank: 726,664
Product dimensions: 7.20(w) x 9.20(h) x 1.00(d)

About the Author

Gordon Graham — also known as That White Paper Guy — is an award-winning writer who has created more than 200 B2B white papers for clients from New York to Australia. Gordon has written white papers on everything from choosing enterprise software to designing virtual worlds for kids, and for everyone from tiny start-ups to Google.

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Table of Contents

Introduction 1

About This Book 2

Conventions Used in This Book 2

What You’re Not to Read 3

Foolish Assumptions 3

How This Book is Organized 4

Part I: Getting Started with White Papers 4

Part II: The Three Flavors of White Papers 5

Part III: From Foggy Idea to Finished Document 5

Part IV: Succeeding with White Papers 5

Part V: The Part of Tens 6

Icons Used in This Book 6

Where to Go from Here 6

Part I: Getting Started with White Papers 9

Chapter 1: Unleashing the Power of White Papers 11

Seeing a White Paper for What It is 12

Getting the scoop on the three flavors of white papers 12

Following a proven system for creating white papers 13

Declaring White Papers the “King of Content” 14

Seeing the growing trend to white papers 15

Spotting three flaws in many white papers 16

Using a mantra to avoid problems 17

Understanding Today’s Complex Sale 18

B2B marketing has evolved quickly 18

Today’s B2B buyers do their own research 20

Profiting from White Papers 22

At the top of the funnel 24

Throughout the funnel 25

At the bottom of the funnel 26

Discovering Who Uses White Papers and Who Should 27

Chapter 2: An Exciting Opportunity for Writers 29

Sizing Up the Possibilities 30

Looking at three trends pushing white papers to the top 30

Understanding why marketers can’t find qualified writers 31

Calculating the earning potential for a white paper writer 32

Discovering who uses white papers 34

Wondering whether the white paper opportunity will last 35

Coming into White Papers from Three Common Paths 36

Copywriters and white papers 37

Journalists and white papers 40

Technical writers and white papers 42

Finding White Paper Clients 44

Avoid most of what you hear 44

Getting started with the basics 45

The secret of freelance success 46

Chapter 3: The Past, Present, and Future of White Papers 47

Where It All Began: Generation 1.0 (1910s to 1990s) 48

Characteristics of Gen 1.0 white papers 48

The closest model: Business reports 49

Forcing White Papers to Evolve 50

Where White Papers Are Now: Generation 2.0 (1990s to Today) 51

Characteristics of Gen 2.0 white papers 51

Two close models: Annual reports and science magazines 51

But aren’t white papers old-fashioned? 52

Still evolving, not dying 53

Where White Papers Are Going: Generation 3.0 (Coming Soon) 53

Some trends to watch54

Four possible paths to the future 54

Chapter 4: Just the FAQs on White Papers 57

Working Out the Whats of White Papers 57

What is a white paper anyway? 58

What are the industry standards for white papers? 58

What else do people call white papers? 59

What’s the difference between white papers

and other marketing materials? 60

Figuring Out Who Writes and Reads White Papers 64

Who publishes white papers? 65

Who reads white papers? 66

Who hires people to write white papers? 66

Who writes white papers? 67

Understanding Why White Papers Are So Useful 67

Why do companies publish white papers? 67

Why do prospects read white papers? 68

Why do writers write white papers? 69

Pinpointing the Wheres of White Papers 69

Where do B2B prospects find white papers? 69

Where do people read white papers? 70

Where did white papers first come from? 71

Where are white papers going in the future? 71

Tracking the Whens of White Papers 72

When do companies publish white papers? 72

When do B2B prospects read white papers? 72

When should a company use each type of white paper? 73

Figuring Out the Hows of White Papers 74

How do people read white papers? 74

How long does a white paper take to create? 74

How much does a white paper cost?.75

How much can a writer earn doing white papers? 79

How can you tell whether a company needs a white paper? 81

How many white papers are “enough” for a company? 82

Part II: The Three Flavors of White Papers 85

Chapter 5: Picking the Perfect Flavor for Your Next White Paper 87

Recognizing the Three Purposes of White Papers 88

Defining the Three Flavors: Vanilla, Strawberry, and Chocolate 89

Zooming in on the product: Plain vanilla 91

Making points quickly: Scrumptious strawberry 92

Finding a solution: Rich chocolate 93

Making two tasty mash-ups 94

Getting messy with other flavor combinations 94

Choosing the Right Flavor 95

Reflecting on your purpose 95

Considering your target audience 97

Thinking about your target sector.98

Choosing between a pure flavor and a mash-up 99

Figuring out what to do if your idea doesn’t fit any flavor 100

Developing Your Topic 100

Sizing up your ideas.100

Giving readers something new 101

Getting ideas from prospects and clients 102

Chapter 6: The Backgrounder: As Basic As Vanilla 103

Introducing the Granddaddy of All White Papers 103

Defining a backgrounder 104

Spotting a backgrounder.105

Understanding this flavor’s appeal to sales

and marketing types 105

Deciding When to Use a Backgrounder 105

Promoting an undisputed leader 106

Supporting a technical evaluation 106

Supplementing a product launch 107

Looking at the Pros and Cons of Backgrounders 107

Pro: Easy to research 107

Pro: Easy to write 108

Con: Short-lived 109

Con: Not good for generating leads 109

Planning a Backgrounder 110

Gathering essential information 110

Allocating pages 112

Choosing an effective title 116

Setting a factual tone 116

Going Beyond Text in a Backgrounder 117

Adding graphics 117

Using rich media 118

Repurposing a Backgrounder 119

Press release.119

Slide deck 119

Demo120

Webinar 120

Chapter 7: The Numbered List: As Fresh As Strawberry 121

Introducing the Lightest and Liveliest of All White Papers 122

Defining a numbered list 122

Spotting a numbered list 123

Five reasons numbered lists are popular 123

Deciding When to Use a Numbered List 124

Getting attention with provocative views 124

Nurturing prospects already in the funnel 125

Casting FUD on competitors 125

Looking at the Pros and Cons of Numbered Lists 126

Pro: Easiest to write.127

Pro: Fastest to read127

Pro: Easiest to repurpose 127

Con: Most superficial 128

Con: Easiest to dismiss 128

Con: Can be overused 128

Planning a Numbered List 129

Gathering essential information 129

Allocating pages 132

Choosing an effective title 136

Setting a provocative tone 137

Going Beyond Text in a Numbered List 138

Adding graphics 138

Using rich media 138

Repurposing a Numbered List 139

Blog post 139

Guest blog 140

E-newsletter article 140

Placed article 141

Chapter 8: The Problem/Solution: As Complex As Chocolate 143

Introducing the King of Content 143

Defining a problem/solution 144

Spotting a problem/solution.145

Understanding why this flavor appeals to executives 145

Deciding When to Use a Problem/Solution 146

Generating leads at the top of the funnel 146

Educating salespeople and channel partners 147

Educating analysts, bloggers, and journalists148

Redefining a market space 148

Building mindshare149

Looking at Pros and Cons of Problem/Solutions 149

Pro: Generates the most leads 149

Pro: Lasts the longest 150

Pro: Makes the best investment 150

Con: Hardest to create 151

Con: Slowest to create 151

Con: May heighten internal conflicts.152

Planning a Problem/Solution 152

Gathering essential information 153

Allocating pages 157

Choosing an effective title 163

Setting a dignified tone 164

Going Beyond Text in a Problem/Solution 165

Using graphics in a problem/solution 165

Using rich media 167

Repurposing a Problem/Solution 168

Blog post 168

Placed article 168

Slide deck 169

Webinar 170

Conference presentation 170

Chapter 9: Mashing Up Different Flavors 171

Understanding Why You Need Mash-Ups 172

Supporting a product launch, plus attracting attention 172

Generating leads, plus raising your company’s profile 173

Creating Tasty Mash-Up #1: Backgrounder + Numbered List 174

When to use this mash-up 174

What to include and what to leave out 174

Creating Tasty Mash-Up #2: Problem/Solution + Numbered List 175

When to use this mash-up 175

What to include and what to leave out 176

Avoiding Two Messy Combinations 176

Messy mash-up #1: Backgrounder + problem/solution 176

Messy mash-up #2: All three flavors in one 177

Fixing a Mash-Up That Doesn’t Taste Right 178

How to tell when you’ve made a mess 179

Separating the flavors 179

Reconfirming your purpose 180

Using the ingredients that belong180

Chapter 10: Special Ingredients for a White Paper 181

Sprinkling on the Special Ingredients 181

Positioning blurb 182

Synopsis-style executive summary183

Numbered lists 184

Buyer’s guide 185

Case studies 186

Conclusions 186

Call to action.187

Leaving Out the Bitter Ingredients 187

Hype 188

Marketing speak 189

Groupthink 191

Vagueness 191

Product mentions 192

Direct attacks on competitors192

Part III: From Foggy Idea to Finished Document 195

Chapter 11: A Proven Process to Complete Your White Paper 197

Benefitting from a White Paper Process 197

Not all white paper projects go smoothly 198

Many companies lack a publishing process 198

A process you can use for your own 199

Getting an Overview of the Process 200

Stage 1: Planning a white paper 200

Stage 2: Producing a white paper 201

Stage 3: Promoting a white paper 201

Getting an Edge with Six Success Factors 202

Success factor #1: In-house sponsor 202

Success factor #2: Firm deadline 202

Success factor #3: Deep understanding of the topic 203

Success factor #4: Cooperative SMEs and reviewers 203

Success factor #5: Joint ownership 204

Success factor #6: Sense of urgency 204

Taming Four Maddening Pests 204

The scope-creep 205

The tug-o-warrior 205

The no-see-em reviewer 206

The dyslexic designer 206

Chapter 12: Planning an Effective White Paper 207

Step 1: Assembling the Team 208

What the client does in this step 209

What the writer does in this step 210

How to hire a white paper writer 211

Step 2: Holding a Kickoff Conference Call 213

What the client does in this step 214

What the writer does in this step 215

Resolving differences during the conference call215

Step 3: Preparing a Plan 216

What the writer does in this step 217

What the client does in this step 217

Putting together a white paper plan 217

Step 4: Gathering Research 218

What the client does in this step 219

What the writer does in this step 219

Step 5: Preparing an Executive Summary 219

What the writer does in this step 220

What the client does in this step 221

Crafting the executive summary 221

Dealing with comments on the executive summary 222

Chapter 13: Producing a Powerful White Paper 225

Let the Writer Write! 225

Step 6: Creating First-Draft Text and Graphics 226

What the writer does in this step 227

What the illustrator does in this step 228

Expanding the executive summary 228

Creating graphics without an illustrator 229

Reviewing graphics 230

Step 7: Gathering Initial Comments 231

What the client does in this step 231

Dealing with comments on the first draft 232

Step 8: Creating the Second-Draft White Paper 233

What the writer does in this step 233

What the illustrator does in this step 234

Step 9: Gathering Final Comments 234

What the client does in this step 235

Dealing with comments on the second draft 235

Step 10: Collecting and Checking Sources 236

What the writer does in this step 237

What the client does in this step 238

Saving source material as PDFs 238

Keying sources to footnotes 240

Spot-checking sources 241

Handling unused sources 242

Step 11: Preparing the Final Document 242

What the illustrator does in this step 243

What the writer does in this step 244

What the designer does in this step 244

What the client does in this step 244

Proofing final pages 244

Putting keywords in the PDF 246

Step 12: Wrapping Up the Project 248

What the client does in this step 248

What the creatives do in this step 249

Making payments — the faster, the better 249

Getting permissions 249

Transferring copyrights 250

Doing a postmortem 250

Part IV: Succeeding with White Papers 251

Chapter 14: Doing Research: Think Like a Lawyer 253

Your Goal: Building an Open-and-Shut Case 254

Digging Up Solid Sources and Extracting Relevant Points 255

Evaluating sources 255

Finding sources for a white paper 257

Understanding what makes good evidence 263

Keeping Track of a Mountain of Research 267

Writing out index cards.267

Typing and printing out a Word fi le 268

Putting them together: Word plus index cards 268

Managing content with Evernote 269

Choosing Footnotes or Endnotes 269

The immediacy of footnotes 270

The finality of endnotes 270

The tidiness of in-text citations 271

Formatting citations 271

Chapter 15: Write Like a Journalist 273

Reading for Fun and Profit 274

Reading white papers 274

Reading related research 275

Reading for inspiration276

Keeping a “swipe fi le” 276

Writing Winning White Papers 278

Getting to the point 278

Handling dialogue and sources 279

Creating text enhancements 280

Writing for translation 284

Choosing one metaphor and sticking with it 285

Controlling your material 287

Rewriting Before You Submit 288

Avoiding throat-clearing 288

Having your computer read your draft 289

Getting readability statistics on your text 289

Changing passive voice to active voice 291

Writing with Style 293

Learning from style guides 293

Following house style 296

Refining Your Writing Process 298

Figuring out your best time to write299

Wearing the right hat at the right time 299

Allowing ideas to ferment 300

Tricking yourself to get started 300

Using a mind map 301

Writing in short bursts 301

Using positive affirmations 302

Challenging the myth of writer’s block 302

Chapter 16: Promote Like a Madman 305

Recognizing the Need for Promotion 305

Promoting a white paper like a product launch 306

Measuring your results 307

Digging up sales and revenue numbers 309

Repeating the most effective promotions 310

Continuing your promotions 312

Choosing the Right Promotional Tactics for Your White Paper 312

Beginning your promotion at home 314

Using cost-effective e-mail 315

Talking it up through social media 316

Getting it to the influencers 318

Promoting it through third parties 320

Using a slide deck 321

Talking about it face to face 323

Advertising, online and offline 324

Part V: The Part of Tens 327

Chapter 17: Ten White Paper Problems and How to Solve Them 329

Boring, Nondescript Title 329

No Summary at the Start 330

No Conclusions at the End 330

No Call to Action 331

Not the Right Length 331

Sales Pitch in Disguise 332

Not Enough Proof to Back Up Claims 332

Not Enough, or Not Good Enough, Graphics 333

No Logical Flow of Ideas 333

Not Written by the Right Person 334

Chapter 18: Ten Tips on Designing a White Paper 335

Design to Enhance the Content 335

Consider Your Readers’ Eyesight 336

Realize That Text Isn’t a Graphic 336

Make Every Page Count 337

Control Page Breaks 337

Avoid a Wall of Gray 338

Leave Lots of White Space 339

Avoid Smug Shots 339

Control Hyphenation 340

Refi ne a Corporate Template 340

Chapter 19: More Than Ten Ways to Spice Up a White Paper Title 341

Stressing the Benefits to Readers 342

Using Active Verbs, Not Passive Labels 343

Identifying Your Target Reader 343

Converting a Weak Title to a Subtitle 344

Why Not Try a Question? 344

Recasting Your Paper As a Numbered Lists 344

Using “How to” Phrasing 345

Leaving Out Product Names 345

Cutting Out Jargon and Buzzwords 346

Using Selected Keywords 346

Testing Titles in Advance 347

Index 349

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