Three Ways to Operationalize Client Advisory Council Actions

You just wrapped up a client advisory council meeting – discussions were dynamic, everyone was engaged, and as a result there are many ideas and potential actions to move forward. It’s exciting and daunting at the same time. How do you decide what is actionable and what isn’t? Here are three things to consider as you operationalize all of the great input from advisory council meetings.

Have a plan. This sounds like a basic step, but you really do need to create a system for documenting the feedback from Advisory Council meetings. Detail what the action is, who it came from, who is responsible for progressing the action, and the status. Without a plan it is difficult to ensure consistent follow up and close out actions. Engage executives where needed to help drive the actions in sales and marketing functions where you may not have the reach.

Not all actions are created equal. Some actions are short term, one and done, and you can check it off the list. Some have a longer tail or require additional ideation or input. Those longer-term actions could be great to bring into a working group where you can pull together a subset of the council, or even members of their teams, to help generate additional perspectives and move the action forward. It is also ok if you decide that some ideas raised during a meeting just won’t be acted upon if they don’t align to core strategies of the council sponsor company.

Report back on progress. Spend some time thinking about when and how you are going to report back to the council on progress against the actions. Some councils create a segment that is included in the next meeting’s pre-reading materials, or another approach is to kick off the following session with a verbal report on previously identified actions and how they have progressed in between meetings. Council members share that one of the benefits of being part of a council is providing advice and guidance to the sponsor company. There is no better way to show that you take their input seriously than to share how it is used to move something forward.

What are some of the approaches you have used to move your council actions forward?

Related Stories

Less is Definitely More: The Customer Advisory Board Content Trap

Posted on 11.22.2022 by in Customer Advisory Boards

Often as companies work to build out their Customer Advisory Board meeting agendas there is a desire to pack in the content for fear there will be silent, with no one offering their comments or perspectives.  The  

Continue Reading »

Do You Really Want to Launch a Client Advisory Board?

Posted on 10.3.2022 by in Customer Advisory Boards, Featured

Client Advisory Councils can be incredibly powerful vehicles to gain real insight, embed clients in your strategy and deepen important relationships. But, if it is not the right time, and the foundation is not in place, you can lose ground  

Continue Reading »

Customer Advisory Board Advice: Learn to Love the Pain

Posted on 08.30.2022 by in Customer Advisory Boards

The thing about Customer Advisory Boards is you just might get what you wished for: unvarnished advice about your strategy and your business. And while this is the very reason to create a Board, it can sometimes  

Continue Reading »

Is it a Good Time to Launch a Customer Advisory Board?

Posted on 06.6.2022 by in Customer Advisory Boards

Not sure whether a Board is right for you? Here are some trigger points to consider.

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 »