How to Gracefully Remove Your Customer Advisory Board Member - Part 1 of 3

In my blog, Awkward Conversations with Members; I provided some recommendations on how to handle the retirement of a board member.  Today, I want to provide some additional recommendations that were shared during the CAB.org conference about removing board members that just aren’t the right fit.  Everyone has had a member that is disruptive, doesn’t have the right job role/title or the member that never can seem to make each meeting.  Have you ever asked yourself the question…   

4 Men with Puzzle PiecesIs it time to ask “Joe Board Member” not to return to the next CAB meeting?

We can break down the answer to this question into two focus areas; the availability of the board member to attend board activities and the contributions the board member provides.  All members of your board were selected according to a pre-defined profile, which included things like the desired job role, strategic thinkers, geography, etc.  Even though you did your best to screen each member and select members based on a profile, potential mistakes can be made during the recruitment process.  You will find out quickly during your first board meeting whether or not you have the opportunity to make some course corrections with members.  So, the question becomes how can I respectfully ask a member not to return to the next board meeting when a change needs to be made? 

I will discuss the availability of your members in How to Gracefully Remove Your Customer Advisory Board Members – Part 2 of 3.  A little hint, your first line of defense is the Advisory Board Charter.   I will provide some recommendations on how to leverage your charter to remove a board member based on their level of participation in Board meetings and activities. 

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