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Justifying an Advisory Board to Management

by Kevin Levi | May 29, 2014 | Blog, Strategy & Design

Although the benefits an advisory board can bring to an organization are many, there is always a business justification phase one must go through with senior management to gain the necessary budget and approval to form and run such a board.  This process can be...

Why Customer Advisory Boards Fail (Part 7 of 10): No Executive Ownership

by Tatiana Falconi | May 23, 2014 | Blog, Roles & Responsibilities, Strategy & Design

Companies experience many challenges related to creating and managing a successful Customer Advisory Board or Partner Advisory Board. Some of those challenges include: Establishing and maintaining executive commitment. Developing a shared vision or theme that helps to...

Why CABs Fail (Part 6 of 10): Lack of Creativity and Vision

by Tatiana Falconi | Dec 16, 2013 | Blog, Strategy & Design

Many Customer Advisory Boards (CABs) lack vision and creativity. The vision refers to the joint vision and challenge that you want to solve with your customers. If the vision is relevant and exciting to the CAB members, they will be engaged and involved. Alongside...

Why CABs Fail (Part 5 of 10): Unrealistic Timing & Expectations

by Tatiana Falconi | Oct 4, 2013 | Blog, Strategy & Design

A top pitfall of creating a Customer Advisory Board is unrealistic timing. Many times, executives don’t realize that the ideal planning time to implement a Customer Advisory Board is 6 to 8 months, leading up to the inaugural face-to-face meeting. Following that first...

Why Customer Advisory Boards Fail (Part 4 of 10): No Peer Exchange

by Tatiana Falconi | Sep 11, 2013 | Blog, Strategy & Design

One of the top benefits that Customer Advisory Board (CAB) members report out of participation in a Customer Advisory Board is networking and peer exchange. A key building block of managing a Customer Advisory Board is to develop peer exchange among the Customer...

Finding the executive commitment sweet spot

by Tatiana Falconi | Sep 7, 2013 | Blog, Strategy & Design

Getting executive commitment is the most important aspect of running a Customer Advisory Board (CAB) or a Customer Advisory Council (CAC).  The key point that we find time and again is finding a direct link between the business objectives of the division, the personal...
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