In 2020, virtual advisory boards were our only option. For 20 years I’ve been facilitating Customer Advisory Board (CAB) and Partner Advisory Board (PAB) meetings. As our world paused, I too, needed to change. How could I continue to help executives stay in touch with their best customers when meeting in person was no longer an option? Virtual engagement didn’t feel like a good option; but, it was the only one we had. In 2020, I designed and facilitated 20 virtual advisory board meetings; I’m working on 26 in 2021. And I learned a lot.
Bottom line: they work! But they work in a different way and they come with a set of very different expectations and rules of engagement. Here are my top 3 takeaways of where and why they’ve become so successful.
With a specialty in in-person and virtual advisory boards of all types, Mike Gospe is a professional facilitator with 20 years of Advisory Board leadership experience. He’s helped some of today’s most innovative companies deliver world-class programs in the US, Canada, Europe, and Asia Pacific. He leads KickStart Alliance’s CAB practice.