Checklist for a Successful Advisory Board Meeting

It’s only early February, but we’re full speed ahead into our spring meeting season here at Farland Group. As we plan for the coming months, below are a few items we work on sooner, rather than later, when pulling together an advisory board meeting.

Meeting Dates. Board member participation is vital to the meeting experience, and to have robust attendance numbers, meeting dates should be secured well in advance.

For instance, one of our boards starts looking during the summer months at potential meeting date options for the following year. It’s good practice – members receive ample notice and can put holds on their calendars, and their meeting participation is more likely a yes, than a no.

RSVPs. While members may have the dates held on their calendars, the earlier the better when requesting RSVPs for an upcoming meeting. In the past, I would request RSVPs at 10 weeks out for an in-person meeting or virtual meeting. Now, I request RSVPs from member offices at around 12-14 weeks out from that specific meeting date.

I’ve found that it’s particularly helpful not only for myself, but for everyone involved with the meeting, to get a read on the session attendance as early as possible. More importantly, it allows our client plenty of time to fine-tune their messaging, because they know the specific audience.

Strong Agenda. Most would say the most important puzzle piece to any meeting is creating an agenda with engaging, relevant and future-leaning topics. Sometimes, topics are carried over from a previous meeting, and other times, board members are keen to voice what they’d like to hear in a future session.

Balancing compelling topics with the right timing can take several iterations before an agenda is just right. Don’t be shy – start brainstorming ideas for different sessions, potential speakers and timing for each as far as 3-4 months out from a particular meeting date.

What do you prioritize as you prepare for your customer advisory board meeting?

Related Stories

The Power of In-person Customer Advisory Board Meetings

Posted on 06.22.2022 by in Customer Advisory Boards

Over the last 2+ years, we have all experienced an uptick in technology use — whether for work-related purposes, educational, or grocery shopping via your mobile device — COVID accelerated the use of technology in both business and personal life.  

Continue Reading »

Extending Client Relationships: An Interview with Andrew Greenwood, Chief Marketing and Communications Officer, ZS

Posted on 05.10.2022 by in Client Interviews, Customer Advisory Boards, Featured

Andrew Greenwood is Chief Marketing and Communications Officer for ZS Associates, a management consulting and professional services firm focusing on consulting, software, and technology, providing services for clients in healthcare, private equity, and technology. He has more than 20 years  

Continue Reading »

The Power of Peer Networks: An Interview with Katharyn White, Former CMO, T-Systems (Part II of II)

Posted on 03.29.2022 by in Client Interviews, Understanding the C-Suite

We recently had the pleasure of speaking with Katharyn White, Former CMO, T-Systems and now IBM General Manager, Federal Ecosystem about some of the challenges and growth that she experienced in building an advisory network at T-Systems amidst a pandemic.  

Continue Reading »


Customer Advisory Boards

Customer Advisory Boards are powerful engines of engagement, insight, and business transformation. Make the most of yours.

Meeting Facilitation: Virtual and In-Person Boards » Taking Your Customer Advisory Board Meetings Virtual »

Learn More »

Engagement Strategy

Like any good relationship, customer engagement is a long-term, reciprocal effort. When done well, meaningful engagement leads to better business results, faster.

Engage Your Customers to Help You Stop Pitching » Getting to a Customer Engagement Mindset »

Learn More »

Understanding the C-Suite

Building C-level programs that are meaningful and bring value to you as well as to your c-suite customers is challenging. Veiled sales pitches won’t win the day with this audience. Deliver what executives want: ideas, inspiration, innovation, influence.

Building a C-Suite Client Experience Strategy » Do you Know What Your Customers Value? »

Learn More »