[CAB Workshop] Maximize CAB Impact: Mastering Post-Meeting Follow-Up
Watch the Video Below
A key component of an effective CAB program is what happens after a meeting — right after and throughout the year. It’s all about maintaining ongoing communication and cadence with CAB members. And following up on their feedback.
As we like to say, a CAB isn’t a one-time event, it’s a year-round program.
In this workshop, we’re diving into post-meeting reporting and action tracking — how do you show ongoing business impact internally and to your CAB members? You’ll also get ideas for continuous engagement activities.
What you will learn:
- Must-dos after a CAB meeting
- What to include in your meeting report (and how to collect action items from your team)
- Tips for continuously engaging your CAB
Speakers: Rob Jensen, Senior Consultant and Facilitator, Ignite Advisory Group and Tatiana Falconi, VP Marketing, Ignite Advisory Group
Workshop content:
00:00 Welcome and Intro
04:34 Immediate post-meeting follow-up
09:31 Meeting summary and action tracker
13:33 Q Virtual CAB meeting recording
15:23 Q Action tracker recommended tool
16:15 Action tracker – prioritization
19:37 Internal vs external meeting summary
21:30 Q When to send meeting report
22:18 Share meeting report internally
23:42 Q Meeting report – include customer attributed comments?
24:48 Year-round engagement
32:04 Working group tips
35:01 Q CAB page on company website
36:00 Working group approaches
37:47 Q Why not allow member substitutions
39:47 Working group examples
42:33 Q Lack of CAB member attendance
44:26 Q Internal executives inviting non-vetted clients
45:56 Recruitment never ends
46:47 Q How often to refresh CAB membership
48:57 Promote your CAB
50:54 Measuring CAB impact
54:10 Q Organizing multiple CABs
55:10 CAB resources
