CAB Workshop Create Engaging Customer Advisory Board Agendas


How do you create engaging customer advisory board (CAB) meeting agendas?

In this workshop, we will cover the agenda creation process. And how to create customer-driven agendas. Learn why it’s important to interview CAB members before creating agendas.

We’ll share sample agenda flows for both in-person and virtual meetings. And we’ll talk about tips for ensuring engagement at CAB meetings. You’ll understand CAB meeting roles and our process for internal preparation.

By the end of this workshop, you’ll leave with the knowledge and tips to create effective CAB meeting agendas.

What you will learn:

  • Understand the agenda creation process for CAB meetings.
  • Discover different types of session formats to keep CAB members engaged.
  • Understand who should and should not be at CAB meetings.
  • Learn why internal prep is key to running successful CAB sessions.


Workshop details

Speaker: Nancy Trachtenbarg, Senior Consultant & Facilitator, Ignite

Duration: 60 minutes.