How to whitepaper

How to Write a White Paper
A White Paper on White Papers
By Michael A. Stelzner
So you've decided you need a white paper. What
exactly should the objectives be? Will the paper be well-received?
How long should it be? Who will write it?
These and many other questions are common concerns
that should be addressed from the start. The good news
is you are not alone! Since its first edition, more than
85,000 people have read this paper. It is my hope that
it leads you in the right direction.
This paper's objective is to guide you in the process of
developing effective white papers and persuasive
business documents.
What Is a White Paper?
The term white paper is an offshoot
of the term white book, which is an
official publication of a national
government. A famous white paper
example is the Winston Churchill
White Paper of 1922, which
addressed political conflict in
Palestine.
A white paper typically argues a
specific position or solution to a problem. Although
white papers take their roots in governmental policy,
they have become a common tool used to introduce
technology innovations and products. A typical search
engine query on "white paper" will return millions of
results, with many focused on technology-related issues.
White papers are powerful marketing tools used to help
key decision-makers and influencers justify
implementing solutions. For some examples of white
papers used in the technology marketplace, see
http://www.stelzner.com/copy-whitepapers.html.
About the Author: Michael
Stelzner is the author of
Writing White Papers: How to
Capture Readers and Keep
Them Engaged, the executive
editor of the 20,000-reader
WhitePaperSource™
Newsletter and has written
more than 130 papers for
major corporations such as
Microsoft, FedEx, Motorola,
Dow Jones, LinkedIn, HP,
Monster, and SAP.
A white paper usually
argues a specific
position or solution to a
business problem
Copyright © 2010 Stelzner Consulting - 1 - How to Write a White Paper
www.stelzner.com, 858-748-7800 Rev: 2.0

Know Your Audience
Perhaps the biggest mistake white paper writers make
involves not properly understanding the disposition of
their readers. Instant affinity is key. A white paper
must quickly identify problems or concerns faced by its
readers and lead them down the path to a solution
provided by your product or service. Different types of
readers look at the same problems from different
perspectives. For example, an engineer might care
about technical nuances, whereas a CIO is more
interested in business benefits. In the case of high-level
executives or managers, their busy lifestyle means they
have extremely short attention spans, an important
consideration when writing to this type of audience. If
you do not grab the reader's attention in the first
paragraph, you will never achieve your objectives.
Decide on an Approach
There are really only two ways to write white papers:
(1) by focusing on your self-interests or (2) by
concentrating on the interests of your readers. The self-interest
or "chest-beating" approach focuses
exclusively on a product, service or solution by
expounding on its benefits, features and implications.
While effective in some circumstances, this approach is
best left for something other than a white paper, such as
a data sheet or product brief.
The self-serving approach is often focused on the
mistaken belief that people like to read boring details
about why your product is the best thing since the
invention of the Internet. This method is an ineffective
approach to writing that turns most readers off
immediately. If you want your customers to actually
read the paper, you should try to gain affinity with them
right away. It should be noted that it is perfectly
appropriate to touch on product features and benefits if
they are carefully crafted into the white paper.
The alternative approach, and the one I strongly
recommend, is to focus on the needs of your readers.
This can be effectively accomplished by leading with the
problems your solution overcomes, rather than the
actual solution itself. To many people, this seems
counterintuitive, but it really is just the opposite. By
focusing on the pain points experienced by the reader
and talking about the problems caused by those pains,
An effective white paper
quickly gains affinity
with its readers
The self-serving
approach to white
papers focuses
exclusively on a product
or solution
The customer-focused
approach to white
papers concentrates on
the problems the
customer is
experiencing and
broadly addresses
solutions

you are establishing credibility with the reader and
simultaneously filtering out unqualified customers.
Consider the two examples in the sidebars. Example A
does mention the problem, but it is tainted by self-serving
mentions of the company and the product.
Contrast that with Example B, which focuses exclusively
on the problem and hints at the solution in a broad
sense. Readers will feel more inclined to read Example
B because it seems more educational to them. They
have the chance to learn about a new technology that
could solve their problem. With Example A, they learn
more about the company and the product and less about
the solution. Readers of Example A may never get to
the point where they understand what the solution is.
By describing problems, you are really developing an
important affinity with the reader.
You can take it a step further by looking at issues such
as historical precedents, describing new classes of
solutions that address the problems and even identifying
what to look for in a solution, while never once
mentioning your product name or company (at least not
yet). This altruistic approach will score major points
with the reader and greatly increase the likelihood he or
she will actually read the entire paper.
Add Substance
A white paper must contain informative and persuasive
information. The goal of a white paper is to lead the
reader toward the conclusion that your product or
service will best meet his or her needs. To accomplish
this, you must substantially make your case. Here are a
few areas that may help you add beef to your paper:
• Provide a historical overview: A historical
overview can be a powerful addition to your white
paper. In the world of technology, it's useful to
discuss what has led to the modern-day dilemma
solved by your solution. Take, for example, a paper
I produced for one of my clients on the topic of
multimodality. Briefly, this new technology allows
mobile callers to talk on their cell phones and
simultaneously interact with the onscreen display. A
big section of the paper focused on how consumers
have moved from touchtone dialing to text
messaging to mobile applications and ultimately to
converging next-generation solutions. The objective
was to show how the needs of users have evolved
EXAMPLE A:
Title: Groundbreaking
TechWidget by XYZ
Company Solves Time
Management Dilemma!
Opening Sentence: XYZ
Company has done it again;
another great TechWidget
invention can help you
overcome time
management challenges.
EXAMPLE B:
Title: Solving the Time
Management Dilemma with
Technology
Opening Sentence: If you
find it difficult to manage
your time effectively, a new
class of technology products
may be the solution you are
looking for.

and to set the stage for this client's new technology.
• Introduce a new class of products: You may
need to write about something that has never been
addressed in the unique way you need to address it.
In these circumstances, it may make sense to
introduce your solution as part of a new class of
products. This can be very powerful because you
have an opportunity not only to name the class, but
to define its key characteristics. For example, one of
my clients developed automated software that
responds to e-mails using artificial intelligence,
offloading support staff. I coined the term "virtual
support teams" and it stuck in the industry. When
you create a new class of products, you can refer to
the benefits of the class and even address specific
minimum requirements for a product to be part of
the class. All of this can be done without yet
mentioning your specific solution.
• Offer the "what to look for" pitch: Providing an
overview of the key considerations to look for when
seeking a solution can be very useful and persuasive.
This section of your paper can be "the buyer's guide"
that helps your readers set a standard by which all of
your competitors will be judged. This is a great
opportunity for you to toot your own horn and get
away with it. For example, you might state that it is
important to work with a company that has an
established client base and a global support team.
You could explain the benefits and ultimately knock
your smaller competitors out of the equation for the
reader. This should all be done at a high level
without getting into the specifics regarding your
company or product.
• Provide examples: It is always useful to explain
situations where your solution would be particularly
effective. You can be as specific or as generic as you
like. Sometimes it is useful to talk about specific
industries where the solution works well. Other
times it makes sense to talk about specific customers
who have found success with the product. These
examples can and should be directly related to your
organization's solution.

When to Mention Your Product
One of the most important things to master is the skill of
transitioning from a general to a very specific discussion
of your solution without appearing too self-serving.
After you have established a high-level business case for
your product or service, it is a good time to discuss the
solution offered by your company. Use the following
test to determine the right place to mention your
solution: Have I clearly addressed the problems and
reasons my solution can overcome them? Would you
personally be convinced if someone handed the paper to
you?
Adding Credibility to Your White Paper
There are some circumstances where you will need to
boost your credibility to the reader to persuade him or
her that the claims you are making are true. Here are a
few things you can do to achieve this goal. First, you
should write objectively. It is important to speak clearly
and not appear too biased. If you are making claims
that are clearly out in left field, your reader will question
your validity. Second, you should quote reputable third-party
sources when making claims that involve numbers
of any kind.
For example, if you claim that corporate workers spend
an average of 2 hours a day performing personal tasks
on their computers, costing corporations billions of
dollars in lost revenues, you had better present some
hard evidence to back up your claim. Even though it
may be true, in the absence of a good source you would
be better off saying corporations are losing excessive
amounts of workforce labor time to personal Internet
usage.
The Little Details
It's always the small stuff that seems to make or break
a white paper. For example, a well-written paper that is
poorly formatted may never be read. Here are a few
tips:
• Keep it short: Try to keep your white paper to 12
pages or less. If you cannot do that, then consider
splitting your topic into multiple papers.
It is appropriate to
mention your solution
after you establish a
high-level business case
or need
To add credibility, write
objectively and
reference known third-party
sources

• Use images, charts and illustrations: Be careful
here, because I am not talking about clip art. It is
often useful to make a nice chart or custom graphic
illustration that reinforces your points. If you do not
have this skill, consider hiring an illustrator. In
addition, it's okay to use stock photos to help set the
tone for your piece.
• Break content into small digestible chunks: Try
to keep each major thought to no more than a few
paragraphs before breaking it down further into sub-thoughts.
It is helpful to use bullets and many
creative subheads. Remember your audience and
their unique attention span.
• Add sidebars and callouts: Think of those great
textbooks you read in school. They were the ones
that had little summary sentences next to major
sections so you knew if you should read it. Sidebars
and callouts are very effective tools to help your
reader get through the entire white paper.
• Come back to your paper later: I have found it is
useful to review the paper after a good 12- to 24-
hour break. As a painter is blind to missed spots on
a wall, it is easy to overlook glaring mistakes that
would be obvious after a good rest.
• Have an editor review your work: Having an
objective set of eyes look over your document is
critical. You don't want a grammatical oversight to
ruin your reputation with your reader. In addition to
syntax and grammar evaluation, an editor can
suggest slight changes that make your words more
powerful.
Who Should Write the Paper?
This is a biggie. You may think the best person to write
a white paper is the engineer who developed the product
or the product-marketing guy who is managing the
entire team. This could not be further from the truth.
Asking someone who is immersed in the daily details of
a product to step back and write about it is like asking a
student to write a paper about his first year in college.
Sure, he or she might be initially interested in writing
the paper, but it will most likely fail for a couple of very
important reasons.
Engineers and
marketing managers are
not the best people to
write white papers

First, a good manager or engineer is not necessarily a
good writer. You need someone who can clearly
formulate your white paper to your target audience.
Sometimes that person might be a salesperson, because
he or she sells these types of details daily to your
clients. However, asking a salesperson to write a paper
is like asking a fireman to clean out sewers. He or she
will generally say, "That's your job."
Second, assess the cost of labor to have an engineer or
product manager write a paper. It may be cost-prohibitive
to ask a high-cost employee to take the up-to
80 hours needed to produce a paper. Finally, look at
your timeline. How quickly do you need it produced? If
it ends up sitting on a desk somewhere, you could be in
trouble.
Sometimes it is important and appropriate to bring in an
outside writer. A good contract writer should be able to
conduct a few hours' worth of interviews and come back
with a well-written draft in a matter of weeks. The
benefits here can be very significant. You get the paper
done quickly, you free up your expensive in-house labor
and you get a very high-quality paper. Add to this the
knowledge the writer brings to the table, which allows
him or her to eliminate the learning curve on how to
write a white paper.
What to Look for in a Writer
Finding the right person to write a white paper is not a
simple task. Here are a few things to look for:
• Writing skills: Is this person generally good at
writing? Has he or she done a significant amount
of it? Will he or she be open to suggestions and
changes?
• Interviewing skills: Can this person efficiently
extract the key nuggets of information from
content experts; information necessary to write
an effective paper? A white paper writer is
similar to a journalist, asking the important
questions that reveal the key points of a paper.
• Experience with white papers: Now that you
have found a writer, can he or she do white
papers? It takes a specialized breed to truly
understand the unique idiosyncrasies that make a
A freelance writer
should be able to
complete a white paper
in a few weeks with
minimal staff
interruption

white paper great. Be sure to ask for white
paper samples.
• Technical competency: Can the writer bridge
the gap between what engineers are saying and
the language spoken by the reader? This
requires a general technical competency and a
good understanding of the target audience.
• Organized and motivated: Pigeonholing
thoughts into clearly organized categories is
essential for a white paper writer. Good
organization should be driven by a motivation to
do the work and see it through to completion.
A Few Words on Outsourcing
Freelance writers range from technical writers who focus
on producing manuals to advertising copywriters who
specialize in short communications. Somewhere in the
middle lives a rare species—the white paper writer.
Many claim to have perfected the skill of white paper
writing, but few truly specialize in producing white
papers. When you seek a white paper writer, be sure to
ask a few key questions:
• Who are your writing clients? This question
alone will not reveal the quality of a writer, but
may provide insight if the clients are respected.
• How long have you been writing white
papers? Ask the writer to back up his or her
claims with examples and people you can call to
verify the work.
• Are you the one who does the writing? Many
white paper outfits subcontract or delegate to
junior writers.
• What is your methodology? You may be
surprised that many writers have no
methodology; they simply write whatever you
ask them to produce.
• Do you have an editor? This is important. A
good writer should always have a second set of
eyes to evaluate his or her work before sending
you the first draft.
Where to Go From Here
This paper merely touches the surface of the art of white
paper writing. If you need help completing your white
When seeking a white
paper writer, ask to see
examples and speak to
former clients

paper, need one updated or want someone to produce
multiple papers with a common flavor, consider Stelzner
Consulting. We offer the following services to help you:
• Book: Writing White Papers: Do-it-yourselfers, be
sure to pick up a copy of Writing White Papers: How
to Capture Readers and Keep Them Engaged, the
only book dedicated to the art of writing white
papers. See www.WritingWhitePapers.com/book/.
• White Paper Writer Report: The result of an
extensive study of more than 575 white paper
writers, the White Paper Writer Industry Survey
offers the best information on how white papers
should be formatted, structured and priced. It can
be found here: www.WhitePaperSource.com/report/.
• White Paper Community: The WhitePaperSource™
Forum is the Internet's first and only online
community dedicated to the art of writing and
marketing of white papers. In the forum you can
post questions and seek advice from others. Join the
forum at www.WhitePaperSource.com/forum/.
• Blog on Writing White Papers: Be sure to check
out Michael Stelzner's blog for the latest information
on the white paper industry. See
www.WritingWhitePapers.com/blog/
• White Paper Newsletter: The WhitePaperSource
Newsletter is a free publication with more than
20,000 subscribers. Content includes how to tips on
writing and marketing white papers, expert
interviews, reviews and important industry news. To
subscribe, visit
www.WhitePaperSource.com/newsletter/.
• Full White Paper Production: We handle
everything from drafting the outline to interviewing
content experts, creating the graphics and writing a
powerful white paper that meets your specific needs.
For samples, please visit www.stelzner.com/copy-whitepapers.
html.
• Corporate Training: Bring Michael to your
organization by calling 858-748-7800 x201.

How to Reach Us: If you want to contact Mike Stelzner
directly, he can be reached at 858-748-7800 x201 or via e-mail
at mike@stelzner.com.
The Last Word
Thank you for your interest in this free paper. We welcome
your comments, feedback and suggestions. Please consider
sending us a note about how this paper has helped you.
Check out Michael Stelzner's new blog, Writing White Papers
at www.writingwhitepapers.com/blog/.
Copyright 2010, Michael A. Stelzner and Stelzner Consulting.
No part of this document may be distributed, reproduced or posted
without the express written permission of Stelzner Consulting.

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