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How to evaluate white paper sources: 4 factors to consider

So you’re writing a white paper…

And it’s time to cite an expert, define a term, or introduce a proof point.

Where do you find a good source?

If you’re like most writers, you do a few quick queries with Google and get a list of search results.

Then you start scrolling and clicking on the most likely-looking links.

But how do you choose the most effective sources for your white paper?

First things first: Who’s your audience?

The first thing to do is make sure you understand your target readers.

Are they IT managers, HR professionals, C-level executives, or what?

What else can you say about them?

Three things I try to find out about any audience:

  • Demographics (facts like age, sex, and education)
  • Psychographics (attitudes and feelings, what keeps them up at night)
  • Technographics (where they read: paper, phone, tablet, or desktop)

Your client may not know all this. But even an educated guess is better than nothing.

For example: Don’t assume everything is mobile

Interesting research from platform provider Contently showed that 90% of the time, white papers are viewed on PCs.

The other 10% are on mobile. That makes sense.

A B2B buyer doing research to solve a serious problem is likely at their desk, not running around with their phones.

Of course, white papers should be viewable on a phone.

But this shows why you really need to research your audience before you can write an effective white paper.

 

raindrops on green tarp

Use a TARP to cover the ground in your white paper

Once you know as much as possible about your ideal reader, you can look for sources that score highly with them.

Then you can evaluate each possible source for these four factors:

  • Timeliness
  • Authority
  • Relevance
  • Proximity

Notice how these four make up a simple acronym: TARP.

I remember that with the catchphrase like, “A TARP covers the ground” or “A TARP has four corners” or “A TARP holds water.”

Those raindrops bouncing off a tarp are all the questions and doubts in a reader’s mind.

Your white paper must answer those questions and overcome those doubts.

The best way to do that is by doing enough research to find good sources.

 

photo of calendar turning over from 2018 to 2019 to show timeliness

1. Timeliness: How recent is the source?

Everyone likes to keep up-to-date. The more recent a source, the better.

If you’re trying to establish current industry trends, try to find sources from the past one or two years.

Trends from before Covid-19 may have stopped in their tracks.

Remember the once-glowing prospects for airlines, cruise ships, and Airbnb?

In fast-moving fields like software or biotech, anything more than five years old doesn’t hold much water.

In other sectors, you may be able to go back to 2010 or even 2000.

But let’s face it: Quoting something from 1990 sounds like it’s 100 years ago.

 

photo of lawyer handling documents with authority

2. Authority: How much weight does the source have?

Authority means how much “weight” or “gravitas” a source has for a particular audience.

“Authors” are still respected, because everyone knows it takes a lot of effort to write a book.

See if you can figure out which trade publications and websites your white paper audience reads.

What associations do they belong to?

Who are the leading experts and consultants in their field?

If you can pull quotes from a familiar source, those points carry more authority with readers.

You may find good research that supports your argument. But it comes from an obscure source, you might want to keep searching for something with more authority.

 

hitting the bullseye

3. Relevance: How on-target is the source?

You want to find powerful proof that’s right on target. Every source should back up your latest point at just the right place in your argument.

I always look for three things here:

  • Congruent logic
  • Parallel SEO
  • A punchy soundbite

Congruent logic

Two things are congruent if you can lay one on top of the other, and their shape matches. Can you do that with your source?

Does it say precisely what you’re saying at that point in your argument?

If so, it’s relevant.

But if a source zigs where your argument zags, it may not be relevant.

Parallel SEO

Think about a source from an SEO angle.

Are the keywords in your white paper title in the quote you found? That’s good.

If you’re writing a white paper with tips to help HR manage remote workers, an ideal source might be titled “How to Manage Remote Workers in the Post-Pandemic Era.”

An article called “Observations on Inner-City Commuting in 2020-2021” may have an interesting point you could use, but its title doesn’t run parallel.

That means any avid reader who looks at that title may not be convinced your sources are solid.

Punchy soundbite

Some beginning writers pull out long chunks of text, sentence after clunky sentence every time they need a quote.

But you really want any quotes to be brief and punchy. The fewer words you cite to make your point, the better.

Look for the juiciest words you can quote, like the soundbites TV reporters use. You want just a few memorable words that clearly back up your point.

No matter what you think of O. J. Simpson, his lawyer Johnnie Cochrane came up with a great soundbite, “If it doesn’t fit, you must acquit.”

Despite the facts that:

Those seven words were the soundbite that swayed the jury.

peas in a pod to symbolize proximity

4. Proximity: How close does the source feel to the reader?

Proximity means “closeness.” This comes from being in the same industry or doing the same job as the reader.

Or perhaps facing the same problems or being in the same region of the world or from the same group of people.

For example, a CFO in consumer electronics will relate to sources from the same industry, from a CFO in another company about the same size, or from elsewhere in the world of finance.

But a quote from a COO at an airline won’t have nearly as much proximity.

When evaluating a source for proximity, ask yourself if your target reader has anything in common with the author. Anything at all.

If not, that may not be the best source.

 


Bonus tips on using Wikipedia

Wikipedia logo

I think Wikipedia is an amazing cooperative project. I’ve contributed to several articles myself over the years.

But remember, it’s a secondary source.

A primary source is a first-hand account from someone who was there, or the original item under discussion.

A secondary source offers the view from someone who wasn’t at an event or the thoughts of people about an item.

 

That’s the difference between the American Constitution—a primary source—and an article written by someone about the constitution—a secondary source.

That article could have been written by a Supreme Court judge who spent 35 years studying the constitution, or by a high school student who cribbed something off the web in 10 minutes.

So not all secondary sources are created equal.

And yes, some articles in Wikipedia still contain factual errors, biased views, or unproven claims.

Use Wikipedia to find primary sources

It’s fine to use Wikipedia for background research, to get a quick understanding of a new term or concept.

Just don’t quote from it directly. That won’t impress anyone.

Whenever I see a white paper that starts with a quote from Wikipedia, I think, “This was obviously done by an amateur.”

So here’s the key. Look down to the footnotes to the sources cited in that Wikipedia article.

Those are stronger sources, perhaps even primary sources. Click through to those.

That way, Wikipedia can give you a shortcut to far better sources.

 


The bottom line on white paper sources

Good sources are vital for any effective white paper.

The right sources can establish an affinity with the reader, back up your points, and show that your document is more than just one vendor’s opinion.

To find the best supporting material for your white papers, always evaluate the timeliness, authority, relevance, and proximity of each source.

In time, that will be second nature and you won’t even have to think “TARP.”

 


Are there any other factors you like to keep in mind when you evaluate white paper sources? Please leave us your comment below.


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About Gordon Graham

Worked on 300 white papers on everything from choosing enterprise software to designing virtual worlds for kids, for clients from Silicon Valley to Switzerland, from household names like Google and Verizon to tiny startups with big ideas. Wrote White Papers for Dummies which earned more than 50 5-star ratings on Amazon. And named 2019 Copywriter of the Year by AWAI, the world's leading training organization for professional copywriters.

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  1. […] And as explained in this article, the best evidence meets all four tests for proximity, authority, timeliness, and relevance. […]

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