ADVISORY ROLE

Overview

• Assist In Setting Business Priorities
• Contribute Experienced Insights And Solutions On Challenging Issues
• Guidance In Avoiding Business Risks And Traps
• Management/Discipline Towards Business Progress And Improvement
• Feedback on Senior Level Performance
• Monitor Implementation Of Mission Critical Projects And Programs
• Provide Industry And General Business Knowledge
• Offer An Outside Independent Perspective
• Establish Outside Relationships That Would Be Of Value To The Business
  

The Process

• Background Information for Advisory Board
• Provide select Company information
• Review Company products and/or services
• Detailed background discussion of Company
  Vision, mission, and values
• Business strategy
• Tactical, marketing HR and other key plans
• Historical data (financials, operations, etc)
• Company assessment (SWOT or other)
• Meet key Company leadership and management
• Program Development
• Agree on Key Initiatives for Advisory Board Attention
• Define Initiatives, Set Goals, Plan Milestones and Discuss Resource Requirements
• Draft Initial Advisory Board Program
• Ongoing Advisory Activities
• Regular Program Review (meetings)
• Assist with select outside relationships
• General discussion of current operations and business issues
• Revise Advisory Board Program as required

The Commitment

• Advisory Board meetings 3 – 4 times per year
• Available for phone calls and informal discussions
• Annual review of progress and process
• Report back to the Valley Advisory Group
  
  

An Advisory Resource
for Arizona Companies