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

Customer Advisory Boards: How Difficult Conversations Drive Change

Posted on 04.27.2023 by in Customer Advisory Boards

One of my first jobs out of university was working in the headquarters office of a local business with several locations. In this role, I worked closely with the customer service representatives, and we received feedback, questions, and  

Continue Reading »

Ramping up Customer Advisory Council Recruiting

Posted on 01.31.2023 by in Customer Advisory Boards, Featured

When the end of a calendar year closes, hand in hand come a number of retirements and role changes in the C-suite, which has an impact on Customer Advisory Council membership. While a number of open seats on your  

Continue Reading »

How to Make Working Groups Work For You

Posted on 12.8.2022 by in Customer Advisory Boards

Coming out of Customer Advisory Council meetings, there is generally a list of action items, and areas identified for further exploration. There are many ways to follow through, but one vehicle is invaluable when it comes to keeping  

Continue Reading »

Looking Back on One Year: An Interview with Mike Abbott, Thomson Reuters

Posted on 12.1.2022 by in Client Interviews, Customer Advisory Boards, Featured

Mike Abbott is the Head of Market Insights, Global Thought Leadership and the Thomson Reuters Institute, which brings together people from across the legal, corporate, tax and accounting, and government communities to ignite conversation and debate. Mike and the Thomson  

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 »