New Year, Fresh Start

The beginning of a new year brings fresh starts, clean slates, and time to examine what works and what doesn’t work in any number of settings, be it your personal life or your work life. In our work on customer advisory boards and councils, there are many areas that can benefit from this sort of introspective examination.

From a program management perspective, take a good look at processes. Are there things that you have been doing just because ‘it’s the way it has always been done’? The way it has always been done does necessarily equate to the best way. Are there processes that can be streamlined, combined, or cut out entirely? It is good to look at things with a fresh eye. You may find that there are activities that you keep doing over and over again, but they don’t add value and are time wasters. If the end result must be ‘x’, are there ways to get to that end state that are more efficient and less painful?

The same advice applies to customer advisory board meeting agendas; the start of the new year provides an opportunity to assess meeting and content formats. One may ask, if you have had success with an agenda formula, why change it? Sometimes it is good to get out ahead and shift something before it actually needs to be adjusted. In our conversations with board members, we hear that they are always on the lookout for new experiences, or new ideas that encourage different thinking.

Here are some things to consider in shifting your meeting agenda:

  • Add an offsite experience
  • Introduce smaller group discussions
  • Host a meeting at a Board member location

While it will require more planning and logistical legwork from the internal customer advisory board team, these types of shifts can energize the whole group and create opportunities for learning and sharing.

The new year provides a chance to think outside of the box and instill some fresh ideas to revamp your customer advisory board operations.

Related Stories

Pick One Area to Focus on for the Rest of 2021

Posted on 11.18.2021 by in Customer Advisory Boards

Let’s pause for a moment. It’s mid-November, some of the major holidays are coming at us full force and you think your work is (sort of) winding down…. well, not quite! If you are like us at Farland Group, we’re  

Continue Reading »

What Does Your Hybrid Customer Advisory Board Meeting Look Like?

Posted on 09.13.2021 by in Customer Advisory Boards

It’s been nearly two years since most of us went all-virtual… all.the.time. As we push forward with customer advisory board meetings, one thing is clear — there is no definitive answer on what a potential hybrid meeting will entail.

Continue Reading »

Customer Advisory Board 101: What it is that I do

Posted on 08.23.2021 by in Customer Advisory Boards

Explaining to family and friends what my job entails around customer advisory board work is complicated. When people ask about what I do, I find myself using long-winded sentences that sometimes trail off into the sunset as I provide every  

Continue Reading »

A Strong Pipeline is the Key to Revitalizing Customer Advisory Board Membership

Posted on 07.29.2021 by in Customer Advisory Boards

Retirements and role changes in the C-suite can wreak havoc on Customer Advisory Board membership, taking it from robust and static to multiple open seats in the blink of an eye. While this might cause panic at first, it  

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 »