Online Whiteboard Guide

How to Use Mind Mapping on Online Whiteboards for Goal Setting and Strategic Planning

Key Takeaways

  • Mind mapping on online whiteboards helps visually organise goals, strategies, and steps for planning.
  • Begin with ultimate goals and objectives, then identify strategies and steps to achieve them.
  • Use planning templates like timelines, Gantt charts, budgets, and logic models to provide structure.
  • Consider challenges, obstacles, resources, and timelines to create a realistic plan.
  • Review and refine the planning mind map collaboratively, ensuring stakeholder agreement and understanding.
  • Use the mind map as a guidepost and check-in tool to track progress, priorities, and accountability.
  • Combining mind mapping, online whiteboards, and templates fosters productive planning and a roadmap to success.


Mind mapping is a visual technique for organising thoughts and ideas. It helps lay out goals, strategies and steps in a structured yet impromptu way. Collaborative mind mapping on online whiteboards enables teams to set key objectives, determine actions and outline planning in a thoughtful yet engaging process.

Start with Your Ultimate Goals or Objectives

Pose the main goals, aims, objectives or outcomes you want to achieve at the centre of the mind map. Connect these end goals to show how they relate to and influence each other, looking for any synergies or interdependencies between them. The central goals anchor your entire planning mind map.

Identify Strategies and Steps to Achieve Goals

Branch out from the central goals to determine the strategies, tactics, actions or steps needed to accomplish each goal. Show the relationships between goals, strategies and steps to specify how each strategy leads to the overall goals. Include both higher-level strategies and concrete steps. Map them out visually on your mind map.

Use Planning Templates

Apply useful templates like timelines, Gantt charts, budgets or logic models to provide structure to your planning. The templates organise your map into practical formats for monitoring progress and keeping your planning on course. The templates impose constraints that inspire a new perspective on your goals and strategies.

Consider Challenges, Obstacles, Resources and Timelines

Connect any potential roadblocks, challenges, limitations or obstacles that could impact the strategies or goals. Map the available resources, skills, tools or assets that support each goal or strategy. Determine reasonable deadlines or timeframes for achieving goals and implementing strategies to add accountability to your planning. Timelines help make your maps actionable.

Review and Refine the Planning Mind Map Collaboratively

Share your mind map with stakeholders on an online whiteboard and invite discussion, suggestions or input to strengthen the planning. Debate how issues could be addressed or obstacles overcome with additional strategies or resources. Make modifications to goals, strategies, timelines or other areas of the mind map based on feedback and reviews. Ensure all parties understand and agree with the final mind map before implementing the plan.

Use the Mind Map as a Guidepost and Check-in Tool

Refer to the mind map frequently as a reference for progress, priorities, accountability and course corrections. Revisit the mind map regularly, e.g., monthly or quarterly, to check that strategies are on track and goals will be achieved on schedule. Update the mind map with any changes to keep strategy maps dynamic, relevant and actionable. A living, evolving mind map keeps planning flexible and impactful.


In conclusion, mind mapping, online whiteboards, and planning templates make strategic planning and goal setting fun. A visual mind map of key goals organises thinking while allowing flexibility. Templates simplify planning. Co-editing the mind map builds ownership and alignment. A strategy map with progress checks is the result—a success mind map. The mind map is a “living document” that ensures goals and strategies are met through regular checks.

Using mind mapping, whiteboards and templates together harnesses the power of visual thinking and collaboration to establish goals, determine strategies and outline practical planning. The synergies between these approaches fuel productive planning sessions and roadmaps to success.