[CAB Workshop] A Blueprint for Effective Customer Advisory Board Strategy and Design
Watch the Video Below
In this workshop, you’ll learn how to create a winning strategy and design for your advisory board. And how to gain internal alignment to launch your advisory board. We’ll talk about how to create an effective CAB charter.
Are you tasked with redesigning an advisory board? How will you evolve and adapt your advisory board as your customers’ or business needs change? We’ll also share tips to revamp your advisory board and maximize its business impact.
What you will learn:
- How to determine the objectives and success metrics for your advisory board.
- The key elements you need for effective CAB design.
- What to include in your advisory board charter.
- Tips to redesign your advisory board.
Speaker: Judy Davis, Vice President, Client Engagement, Ignite Advisory Group
Housekeeping, agenda, about Ignite, poll
Benefits of a CAB program
Types of advisory boards
Key CAB program components
CABs vs other engagement programs
Our CAB approach
CAB objectives and metrics
CAB design & internal alignment
CAB design decisions
Q What department should manage CAB?
CAB charter, continued
Redesigning a CAB
Q What if the majority of our customers are competitors?
Q Should the next CAB meeting dates be announced at the current meeting?
Q For an HR agency, does it make sense to have one CAB per division or a general CAB?
Q For CAB ROI, what is the most valuable metric internally?
Q Best way to track CAB feedback?
CAB events and resources
End of workshop