Pre-planning and structure are critical to the success of a client advisory board. The most successful boards begin with a formal approach and often ease into something more casual. It is important that the board’s work approach isn’t too casual at the onset; for fear that it could deteriorate into something no one takes seriously.
Our suggested approach: (1) Identify the board purpose, size and objectives. (2) Define the board structure and roles. (3) Determine board members. (4) Create a communication plan. (5) Build the meeting agenda.
Here are some best practices to consider when building a client advisory board.
|1. Solicit feedback, don’t push an agenda||2. Decide what you want the board to accomplish|
|3. Have written ground rules||4. Use a consistent or third-party facilitator
|5. Identify specific clients with the skills you need (that complement your own)||6. Expect to be challenged; be open to new ideas|
|7. Periodically change the makeup of the board|
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