What are You Working on at this Time of Year?

As 2018 comes to a close and we look forward to the new year, I find myself reflecting on some of our priority areas at Farland Group — both for the boards we work on as well as my own day-to-day work. While we concentrate on these areas throughout the year, we need to maintain the momentum we began on January 2. Below are a few things that are imperative as we soon start the New Year.

Membership and Recruitment. A strong membership pipeline, as previously outlined by my colleague Anne Taylor, is extremely important for any board or council. Membership recruitment is a vital process that we are involved in with our clients throughout the year, and boards tend to take stock of their membership rosters each December. As we close the meeting cycle for the year, we have a better picture of executives on a particular advisory council who may be retiring from their roles and will need to be replaced, or those whose roles have simply evolved and are no longer able to participate. I’ve learned it’s always better to have a recruiting pipeline in place, rather than start from scratch every time.

Planning Ahead. It’s never too early to plan ahead for the next year, and this includes scheduling monthly checkpoint calls with our client teams and creating yearly program timelines. And although we continuously check the timelines throughout the year to ensure we’re on track, or make adjustments, we need to have a starting place; it’s never too early to think about major milestones and deadlines.

Organizing. Moving and cleaning folders, outlining to-do’s for after the holiday break and tying up loose ends may sound mundane, but it’s an extremely important piece of work. Let me tell you from experience, it helps to have items in an orderly fashion before the end of the year break; it makes life much easier once you return from the holidays to be able to pick up right where you left off.

As I continue getting all of my ducks in a row before end-of-year, what are you focused on? For us at Farland Group, it’s clear that 2019 is shaping up to be quite busy year.

Related Stories

Is Security a Top Priority for You, and Your Business?

Posted on 03.6.2019 by in Customer Advisory Boards

In our work at Farland Group, we talk to many different types of business leaders — CIOs, CTOs, EVPs, you name it. During our discussions, we ask them to prioritize topics and security is often top of mind. There are  

Continue Reading »

Checklist for a Successful Advisory Board Meeting

Posted on 02.7.2019 by in Customer Advisory Boards

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  

Continue Reading »

Creating a Customer Advisory Board? Your Internal Team Matters

Posted on 11.13.2018 by in Customer Advisory Boards

Companies launching a Customer Advisory Board or Council place a lot of focus on recruiting the right group clients – who to invite and what criteria to use. However, we often see less attention paid to the internal team required  

Continue Reading »

A Board Success Factor:
Business and Industry Expertise

Posted on 11.11.2018 by in Customer Advisory Boards

Sometimes we all need to take a moment and stop to reflect upon what we are doing and why. The constant go-go-go of our businesses and personal lives don’t often give time for reflection, thinking or even an extra moment  

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 »