Capybara board meeting in a corporate setting with a projector screen displaying graphs.

Advisory Board Operating System

$299.00
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Capybara board meeting in a corporate setting with a projector screen displaying graphs.

Advisory Board Operating System

$299.00

A practical toolkit designed to help founders, executives, and nonprofit leaders establish and run an effective advisory board. The kit includes templates, governance guidance, and meeting structures that allow organizations to benefit from outside expertise without the formality of a full board of directors.

Everything in the Starter Kit plus:

  • Fact-Finding Diagnostics
  • Advisory Board Blueprint
  • Strategic Issue Briefing System
  • Advisor Management Guide
  • Renewal / Off-boarding Framework
  • Governance health checklist

Starter Kit includes:

  • Advisory Board Charter template
  • Advisory member role description
  • Advisory board recruitment scorecard
  • First meeting agenda template
  • Quarterly advisory meeting structure
  • Strategic issue briefing template
  • Guide to recruiting and managing advisory board members

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