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Editorial

PowerPoint Detox: Fresh Ideas for Engaging Customer Advisory Boards

3 minute read
Rob Jensen avatar
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End. The. PowerPoint. Overload. Your customer advisory board meeting attendees deserve better.

The Gist

  • Open engagement. Encourage active participation through interactive discussions and forums.
  • Creative visuals. Implement infographics and videos to make presentations more engaging and understandable.
  • Collaborative sessions. Use smaller group activities to enhance collaboration and deeper engagement on important topics.

While PowerPoint is an excellent business tool to visually communicate ideas, its pervasive, constant use has weakened the impact it once had. While professionals may feel naked in front of an audience without it, spectators often lose interest quickly — if not outright groan upon seeing a long list of slides in front of them.

Some executives, including Jeff Bezos himself, have even banned the use of PowerPoint presentations in meetings. Let's explore some engagement alternatives for you customer advisory board meetings.

A close-up image of a computer screen displaying a PowerPoint application window, with the "Home" tab selected. The screen is magnified by a magnifying glass, highlighting the "File" menu and toolbar options. The background is a solid pink color, adding contrast to the white and red interface of the PowerPoint application in piece about ditching PowerPoint in Customer Advisory Board Meetings.
While PowerPoint is an excellent business tool to visually communicate ideas, its pervasive, constant use has weakened the impact it once had.IB Photography on Adobe Stock Photos

Your customer-facing meetings (user groups, customer advisory board (CAB), etc.) are also likely burned out from overused PowerPoint slides and will applaud your attempt to minimize — if not outright eliminate — these at your next meeting. In their place, consider implementing these elements to keep your members at maximum engagement:

Revitalize Customer Advisory Board Meetings

1. Environmental Scan:

Each customer engagement should start with the introduction of everyone in the room, and, for your customers, an overview of their business and current corporate situation. What are their top priorities? Biggest challenges? Largest investments? This is, of course, verbalized by each CAB member — no need to prepare any PowerPoint slides.

Related Article: 5 Reasons You Need a Customer Advisory Board

2. Review Reports (or Other Items)

Another great exercise to conduct with your customers that requires no PowerPoint slides is to get their feedback or reactions to some sort of a report or interesting document. It could be an industry analyst report, a whitepaper that your company is about to publish and promote or a thought-provoking blog post on upcoming trends in your industry. Best to send these in advance of the meeting to allow your members to read them and gather their thoughts to share with everyone.

For more immediate, easier-to-digest items, such as your upcoming advertising campaign, you might simply hand these out to your CAB members to get their instant reactions.

Related Article: 5 Necessities for a Successful Customer Advisory Board Program

3. Breakout Exercises

The best part of any customer meeting is the interaction between customers themselves — sharing and learning solutions or best practices from each other. The best medium to generate these are in breakout sessions in which your customers are split into smaller groups with clear instructions and desired outcomes.

Such breakouts can stay in the same room or use others that may be available. They can list or draw their suggestions or desired priorities, and then share them with the rest of the attendees. Note that properly executed breakout sessions require an investment of time and preparation to pull them off successfully.

4. Non-Electronic Materials

Instead of PowerPoint slides, your CAB meeting facilitator can leverage whiteboards or flip charts to capture key points made throughout the meeting. In fact, illustrators can take this concept a step further by drawing out member challenges and solutions that can be quite visually stimulating.

Throughout the meeting and during the breakouts, use sticky notes, voting dots or Monopoly money to have members vote on their top priorities or desired product features — or use a sports bracket to select the winning feature. The point here is to leverage old-school, non-electronic materials to create some fun and learn powerful insights — no PowerPoint needed.

Learning Opportunities

5. Walking Tours

Another great way to get customers out of their chairs and moving is to give them a walking tour of your facility or in-person demonstration of your product or service. Show them how your product is made, or witness it in action. Solving a shared industry challenge is the best way — and more powerful than PowerPoint — to engage members. For example, one walking tour I attended for a food company showcased the creation, testing and preparation process, and we each got to sample the cuisine. It was quite impressive, and the customers loved it.

Final Thoughts on Customer Advisory Board Meetings

Customer advisory board meetings are a great and all-too-rare opportunity to engage with your best clients, learn how to better serve their needs and impress them with your company’s ability to understand their challenges and come to their rescue.

Getting them moving and active will get everyone’s creative juices flowing — and spare everyone from hours of boring PowerPoint presentations.

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About the Author
Rob Jensen

Rob Jensen is vice president of marketing for Ignite Advisory Group (www.igniteag.com), a consultancy that helps B2B companies manage their customer and partner advisory board programs. Rob has more than 20 years of experience in marketing, communications and business development leadership positions with leading enterprise software and technology companies. Connect with Rob Jensen:

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