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best practices & research

Legal Disclaimer for Customer Advisory Board members: One of the hurdles to creating a CAB is handling the legal ownership aspects of confidential information and intellectual property that is typically created and exchanged in a Customer Advisory Group. This disclaimer will help satisfy your legal department and protect your corporation's intellectual property.
Last updated 12/12/2008


Customer Advisory Council Manager WANTED: Detailed job description with requirements, expectations and responsibilities necessary to recruit for this role on a full or part-time basis.
Last updated 05/01/2009

Using your CAB throughout the New Product Development Process: A detailed description of how a Customer Advisory Council can help with insights gathering, innovation, testing and feedback to improve your innovation and NPD processes.
Last updated 06/01/2010

Customer Advisory Group CHARTER: Formal charter describing the role and function of the board, its composition, authority and duration of board membership.
Last updated 05/01/2009

Profile Templates for Customer Advisory Board members:
An elegant template to collect personal information, skills and experience of Customer Advisory Board Members to help introduce and integrate new members to an existing board and faciltate better social networking - enabling productive conversations to flow a lot sooner.
Last updated 10/01/2009

BASIC Customer Advisory Board Meeting AGENDA:
Sample agenda for a half or one day meeting in person. 
Last updated 8/18/2010


Online Community Blueprint for Customer Advisory Board (including page by page screenshots illustrating best practices): A complete blueprint to create and manage a Customer Advisory Boards online including screen layout, key functionality and best practices in engaging executives online, gleaned from extensive research of many online customer communities. 
 

Last updated 05/01/2009

Our research library is available to Customer Advisory Board .org  members only.  Membership is $199 and includes access to:
  • Best Practice Documents
  • Social network of 100+ Customer Advisory professionals & Member Directory
  • Conference Attendee discount
  • Global CAB Benchmarking Survey 2010 (coming soon) 
Become a member to receive these benefits today:


The following templates and best practices will save you days of time and thousands of dollars by providing everything you need to establish or improve your Customer Advisory Board....
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Strategic Guide for Creating & Managing a Customer Advisory Board: A complete checklist for all the activities, deliverables, roles & responsibilities involved in establishing a new Customer Advisory Board or improving an existing poorly performing CAB. Packed full of proven best practices.
Last updated 3/9/2010
The Business Case for a Customer Advisory Board: Includes an Excel spreadsheet to help you calculate the expected business value (Return On Investment) and budget required (Total Cost of Ownership) of a CAB for any organization, large or small. Plus a Powerpoint presentation for gaining executive sponsorhsip and approval of the program internally.
Last updated 1/20/2009

Customer Advisory Board Scorecard: Includes an Excel spreadsheet to help you measure and track the success of a Customer Advisory Board in achieving strategic goals and objectives across Marketing, Customer Support, Sales and New Product Development.
Last updated 11/02/2009

Member Invitation Letter for a Customer Advisory Board: A carefully worded formal invitation to increase your succes rate at recruiting new CAB members.
Last updated 5/12/2009