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

Need Help With Your Security Strategy? Start a Customer Advisory Board

Posted on 01.16.2020 by in Customer Advisory Boards

We hear about many different strategy areas and areas of investment from clients for the customer advisory boards and councils that we help facilitate at Farland Group.

Continue Reading »

What Drives You During the Holidays?

Posted on 12.23.2019 by in Engagement Strategy

As we are full force into the holiday season, I want to ask, what drives you? Whether as a business owner or employee, what is it that makes you get up in the morning, head to work and want to  

Continue Reading »

3 Lessons Learned in 2019 from Customer Advisory Boards

Posted on 12.17.2019 by in Customer Advisory Boards, Featured

My Nanny McFarland, after whom I named Farland Group, used to sit with me and play cards for hours on end. In hindsight, her patience at the age of 90 was inspiring. Even more amazing was  

Continue Reading »

Why Co-Creating a Meeting Agenda Matters

Posted on 12.12.2019 by in Customer Advisory Boards

So you’ve decided you want to create a customer advisory board or council. Once you have the value, purpose and mission established, and have recruited some of your top clients as members, what next? The meeting  

Continue Reading »


Customer Advisory Boards

An advisory board is a powerful engine of engagement, insight, and business transformation. Make the most of yours.

A Board Success Factor: Business and Industry Expertise » Advisory Boards: How to Extend the Value »

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

Want to improve your standing with your C-suite customers? Deliver what executives want: ideas, inspiration, innovation, influence.

C-Suite Insight: Digital Disruption » Looking to Engage Executives? First, Understand What They Want »

Learn More »