Clear Definition of Advisory Board Program Mission and Objectives

The third step in my 10 Keys to Customer Advisory Board success is establishing a clear definition of program mission and objectives for your Advisory Board.

Every initiative requires defined objectives to ensure all stakeholders understand its scope and purpose.  A customer advisory board program is no different.  Capturing your program's objectives in supporting documentation will provide a program framework to share with board members and the internal team to:
  • Establish guiding principles for all who will participate in customer advisory board activities
  • Develop a mutual understanding of the mission and objectives of the advisory board
  • Clarify the purpose of the advisory board to members as well as internal stakeholders
  • Define the roles of the host team and the board members
By defining the purpose of the advisory board, you establish reference points to which you can align discussions with your strategic customer members.  The members will appreciate it too - they agreed to join the advisory board based on the defined objectives you shared with them - seeing that you are keeping meeting topics relevant to the mission and objectives, and aligned to the board's purpose will keep them engaged.

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