B10 · Advisory board and family enterprise programmes

Running the Advisory Board

Cadence, Agenda and the Record

In-house, for your board or team

What it covers

The advisory board's operating machinery as its delivery system for counsel: deliberative against reporting agendas, six operating disciplines, the information members receive, and the record an advisory board keeps.

What you leave with

The Operating Brief: a one-page skeleton across the six disciplines, each stated in first-position language or marked open with a named counterpart.

Learning outcomes

  • Distinguish a deliberative agenda from a reporting agenda on live examples.
  • Apply the Operating Test to a running, drifting or broken finding.
  • State the operating corollary that only the pen polices the record.

Who it is for

Principals who own family-business advisory boards, executives, secretariat, governance professionals, chairs and members.

Open enrolment

Register interest.

This programme currently runs in-house. Register interest and we will tell you if an open cohort is scheduled.

In-house

Bring it to your board.

Delivered to your board or team alone, on your jurisdiction module. Lola replies personally within two working days.