Advisory Board Meeting Agenda Template

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Advisory Board Agenda Templates at
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Table of Contents


An advisory board meeting is an important event that brings together key stakeholders and experts to provide guidance and advice to a company or organization. To ensure that the meeting is productive and focused, it is essential to have a well-planned agenda. In this article, we will provide you with a template for creating an effective advisory board meeting agenda in 2023.

Agenda Preparation

Before the meeting, the agenda should be prepared with careful consideration of the topics that need to be discussed. Start by identifying the key objectives of the meeting and the issues that need to be addressed. This will help you determine the time allocation for each agenda item and ensure that the meeting stays on track.

Opening Remarks

The meeting should start with opening remarks from the chairperson or the CEO of the company. This provides an opportunity to set the tone for the meeting and express appreciation for the advisory board members’ participation and expertise.

Updates and Progress Reports

Next, provide updates on the progress made since the last advisory board meeting. This could include financial reports, sales figures, or any other relevant metrics. It is important to keep the board members informed about the company’s performance.

Discussion Topics

This section of the agenda should include the main discussion topics for the meeting. These could be strategic decisions, challenges faced by the company, or any other issues that require input from the advisory board members. Each topic should be clearly defined and accompanied by relevant background information.

Action Items

During the meeting, action items should be identified and assigned to specific individuals. These action items could include tasks, follow-up actions, or decisions that need to be made. It is essential to clearly define the responsibilities and deadlines for each action item to ensure accountability.

Closing Remarks

At the end of the meeting, the chairperson should provide closing remarks to summarize the key points discussed and express appreciation for the board members’ contributions. This is also an opportunity to outline the next steps and any follow-up actions that need to be taken.


An effective advisory board meeting agenda is essential for a successful meeting. It provides a clear structure and ensures that the meeting stays focused and productive. By following the template provided in this article, you can create an agenda that meets the specific needs of your organization and maximizes the value of the advisory board members’ expertise and insights.

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