In early March I had my very first virtual advisory board meeting. I “met” with my three advisors for about 50 minutes. When I recruited them I committed to meetings that were limited to one hour so it was important not to go over.
One week before the meeting I sent out the:
- Dial-in information
- Meeting Agenda which included specific questions I wanted to address
- Reading materials, i.e. my marketing plan, summary of outreach activities and asked that they view my website.
One thing I learned on the day of the meeting is I need to resend the dial-in information. One of the advisors was having computer problems and called me to get it.
Now I understand how my clients feel. The experience was nerveracking. Here were three people I had known for years professionally. I didn’t want to let them down. And facilitating my own meeting didn’t help. Next time I’ll ask if I can record it.
The discussion remain centered around my agenda covering the areas of business development and marketing. Each advisor was generous with their suggestions providing food for thought and tactical solutions or steps to take.
Our next “meeting” will be in early June as I requested a quarterly schedule. Sometime in the next week or so I will email an update of my activities to keep them in the loop. This will be an interesting quarter as I am working on several new initiatives.
