How To Develop & Utilize An Academic Advisory Board
Transcript of How To Develop & Utilize An Academic Advisory Board
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© Johanna P. Bishop May 2015 [email protected]
CREATION AND MAINTENANCE OF AN EMERGENCY MANAGEMENT
PROGRAM ADVISORY COMMITTEE: HOW TO DEVELOP & UTILIZE AN
ADVISORY BOARD
BY JOHANNA P. BISHOP, MS-HR, M.ED., CPT
Associate Professor/ Director, Behavioral Science Programs
Wilmington University
Doctoral Candidate: The George Washington University/ Executive Leadership Program
INTRODUCTION
The 2014 Emergency Management Institute Higher Ed symposium included a session in
which lively discussion ensued about the value, need, or relevance of an advisory board for
an emergency management higher ed program in academic institutions. Comments
included statements questioning why advisory boards were needed and “how could they
possibly help?” to “we wouldn’t want someone else to dictate what students should learn,” to
“what purpose would an advisory board serve?” This then, led to discussions among
colleagues, who have had experience with creating advisory boards in their own programs,
about the need to provide the perspectives of how advisory boards can enrich academic
programs.
Advisory boards made up of community practitioners can contribute knowledge and skills
to academic programs to ensure that any academic program can provide job relevant
learning. The win-win situation of having an active advisory board is that it can imbue
academic programs knowledge relevant to the field, build a list of practitioners who could
serve as classroom guest speakers, and create opportunities for students to learn
workplace skills by providing suitable internship locations.
College programs across the country find themselves explaining potential career paths for
any given major. No longer is learning for the sake of learning an end unto itself. Much of
this shift in attitude is due to the cost of a college education. According to the Institute for
College Access & Success, (an independent nonprofit that conducts research on college
costs and advocates for educational success) 69% of the high school graduates in 2013 will
carry a debt load of $28,400.00 per borrower (November 2014). Therefore, it’s not
unreasonable that students selecting a major want to know what the occupational outlook
is, they want to know where they can find jobs, and how they can position themselves for a
job.
Understanding a major’s earning potential and career path is even more important given
the occupational outlook provided by the Bureau of Labor Statistics. The job outlook for
careers in emergency management are as follows: median pay $59,770.00 per year (Bureau
of Labor Statistics, 2014-2015 edition). Generally speaking, college graduates don’t begin at
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the top, and so it isn’t unreasonable to assume that for several years to come, as they are
learning the field, entry level entrants into the field of emergency management will be
learning less than what directors in emergency management earn. In addition, it is
important to note that the job outlook for 2012-through 2022 is 8% or as fast as average
(Bureau of Labor Statistics, 2014-2015 edition).
Armed with these facts, it behooves educators to do what they can to build realistic
expectations among students, help provide realistic learning opportunities for students,
and ensure that academic curricula is relevant to the field if we are to prepare students to
become the next generation of professionals helping those in need when disaster strikes.
Clearly, creating an advisory board of scholars and practitioners is an idea whose time has
come.
This whitepaper will discuss the benefits of creating an advisory board, suggest best
practices in maintaining an advisory board, and share some personal experiences (both
pitfalls and successes) of creating and maintaining an advisory board in several higher
education programs.
JUSTIFICATION/ NEED:
Why Do You Need An Advisory Board?
Small businesses and the non-profit sector have been using advisory boards for years.
Unlike boards of directors in organizations, advisory boards have no legal or fiduciary
responsibility. Advisory boards are formed to meet and solely give advice and support.
They can help provide a strategic vision and ensure that your curriculum includes relevant
knowledge graduates will need in the field. Creating an advisory board gives qualified,
interested individuals a chance to serve and share their expertise and specialized
knowledge and talents as advisory board meetings become an environment for creative
discussions about the program and the field. Creating an advisory board also helps you to
cultivate future adjunct faculty members, guest speakers, and internship opportunities.
Advisory board members can help to ensure that the curriculum includes relevant
knowledge. Sharing the curriculum with advisory board members, even though they most
likely are not curricula or pedagogical experts, can lead to opportunities to create “real-
world” assignments. When creating a sense of partnership with advisory board members
incorporating their knowledge and expertise into the program can help to develop
assignments that lead to building student skills. For example, it is traditional in academic
programs to teach students to write long papers sustaining a thought based on evidence.
Many of those 10 or 20 page papers are poorly written. My advisory board explained in our
last meeting that we should really teach students to write short and concise assignments,
such case notes that are 1-2 pages long and can be written concisely so that they are
admissible in court as evidence (Personal Communications, Behavioral Science Advisory
Board, January 14, 2015). Their reasoning was that many jobs are grant-funded, and taking
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a half day or a day to write up case notes utilizes both too much time and costs too much
money. While not eliminating writing the longer term paper, we are looking at how to
incorporate short, timed writing assignments in our program.
What Is The Advisory Board’s Role?
Before creating your advisory board, it is wise to think about its role- what do you want it
to do-- or accomplish? The nonprofit sector has commonly used advisory boards and they
usually fall into 1 of 4 categories (Delaware Alliance for NonProfit Advancement, 2009).
The first kind of advisory board is one that does fundraising. Fundraising advisory boards
exist to do exactly that- raise funds for a special program or event. This can include
anything from raising funds for scholarships, special event dinners, or raising funds for
program enhancement. This kind of advisory board is more complicated and involves
fiduciary responsibilities.
The second kind of advisory board is programmatic. It exists to support and provide advice
to help the program. My advisory board is programmatic and consists of a group of non-
educators with expertise in community and organization matters who meet with educators
to exchange ideas. They provide a different, or “outside” perspective on our curriculum and
programs, and serve as a public relations “bridge” between community needs and the
curriculum. Our advisory board also inform university faculty and program leaders of best
practices in organizations and community agencies.
The third kind of advisory board is a letterhead advisory board. Letterhead boards simply
use the names of prestigious individuals who are willing to have their names listed as
advisory board members. There is no further involvement and the benefit to the
prestigious person is to be associated with a program they believe in or admire, and the
benefit to you is to be able to draw attention to your program through the prestigious
person- it enhances credibility.
The fourth kind of advisory board is a fiscally sponsored board. This one is more
complicated as it also involves some fiduciary responsibility. An example of this would be if
you had a group of students who formed an urban garden coop with 501(c) (nonprofit)
status but the group was working under the fiscal sponsorship of your non-profit academic
program (Delaware Alliance for NonProfit Advancement, 2009).
CONCEPTUALIZING YOUR ADVISORY BOARD:
What is the function of the Advisory Board?
The basic function of an advisory board is to advise—to make suggestions related to job
market information (labor market trends and opportunities, occupations in greatest
demand, needed training within occupations, expected student competencies, etc)
program curriculum (review of curriculum objectives, occupational information to be
included in courses, acceptable performance standards, etc), developing community
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awareness of the program, and to facilitate tours and field experiences for students and
instructors so as to give them a clearer understanding and connect them to the field
(Edgecombe Community College, n.d.).
In short, advisory boards “encourage reciprocity between universities and the private
sector” (Kaupins & Coco, 2002).
My advisory boards are programmatic advisory boards. They exist to strengthen the
relationship between community and university’s educational programs. They also provide
feedback, ideas, expert advice, and opinions about programs and facilitate exchange of
community and organization needs and alignment of curriculum. These advisory boards
convene annually (sometimes more) to provide advice and “outside” insights.
It is important to set the mission, vision, and values of your advisory board as you are in
the process of creating one. Establish a plan to achieve the mission, and then recruit and
orient new board members. It is also important to work with advisory board members to
establish a plan to evaluate the advisory board’s own performance. This last step is
significant because if board members don’t feel that their advisory board’s role is
meaningful or that the board’s purpose is vague, then they will stop participating.
How Can Individual Board Members Contribute?
Selecting, and inviting, individual board members is an important step in composing your
advisory board. Most people, when asked, are willing to serve, but may have questions
about what an advisory board does and how and what they can contribute. Be prepared to
have a handout that explains what your advisory will do. Sometimes people are afraid to
commit and will only do so after they’ve had time to think it over. Having a well-structured
handout that explains the purpose and function of your advisory board will clarify
questions.
Be sure to explain that every advisory board members will be able to contribute his/her
expertise of subject matter. Advisory board members help to connect academics to the
“real” world. In addition, advisory board members may be able to provide internship
opportunities to your students. Most of all, advisory board members will be able to provide
updates in the field.
Responsibility of Each Board Member
It is important for board members to understand their responsibilities and expectations,
and it helps if they are outlined in whatever documentation you provide to them. They
must understand meetings and participate in them. You can’t have a viable advisory board
if members do not attend, or if they do not participate. They must also respect the process.
Since their role is to advise, they have to accept that for some reasons beyond the board’s
role, their advice may not be feasible. They must avoid conflicts of interest. Conflicts of
interest may not be completely obvious, but they can exist even with academic advisory
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boards. For example, if one of your board members sits on several advisory boards and
among them is one at a competing institution, then that could be construed as a conflict. As
institutions of higher ed are competing for students, more and more are also developing
proprietary programs to attract students. Most of all, advisory board members must stay
informed on the institutional happenings and the program they serve.
THE PRACTICAL SIDE-- OPERATING AN ADVISORY BOARD:
How to Create a Great Board
It’s important to recruit the right members for your advisory board. After you have decided
the purpose of your advisory board, you should think about its size. How big, or small, do
you want your board to be? What expertise, connections, or background do you want board
members to have? What term limits will you set for board members?
Next, it’s important to make expectations clear. Outline board members’ roles and
responsibilities, and review them from time to time with the board members. Set meeting
dates well in advance and publish them on your program’s website so they can be easily
seen by others. Make sure that board members understand the attendance at meetings
requirement because empty board meetings would defeat the purpose of having a board.
Once you have created your board membership, it’s important to provide a board
orientation. This could be done at the very first meeting, but keep in mind that this should
also be done every time you add a new board member. Define their roles and
responsibilities, orient them to your institution’s mission and vision, along with your
program’s curriculum requirements. Orient board members to the advisory board’s goals
and explore ideas about what your board can reasonably hope to accomplish. You might
also consider, depending on the size of the board, whether you should establish
requirements for a meeting quorum. Importantly, have a discussion that includes the need
for confidentiality. As mentioned earlier, higher ed institutions are increasingly engaged in
competing for students, so any new, cutting-edge program discussions should be held
within the confines of the board meetings and not made public until the institution is ready
to make it so.
Think about communications and how you plan to communicate with your board between
meetings. Importantly, how will your board members communicate with each other
between meetings? Provide each one with a board member handbook that includes the
mission of the program, role of board members, term limits, requirements of board
membership, and an annual report of board accomplishments. Since Black Board is the
learning platform at my institution, we have created a special Black Board site for Advisory
Board members. They have been oriented to how to use Black Board and we have used it
between meetings to post relevant items and create an online discussion when needed. The
advantage has also been that members can easily contact each other.
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Board Structure
There is no one size first all when it comes to the size or structure of an advisory board.
The Delaware Alliance for Nonprofit Advancement (2012) states that the average size of
advisory boards in the nonprofit sector is 17 members, however, according to Carnegie
Mellon University (n.d,) the average size of an advisory board is seven to eight members.
The Office of Career and Technical Education in New Jersey states in their advisory board
handbook that advisory boards should have a minimum of 8 members (2014). However, a
study of 108 schools conducted by Conroy, Lefever, and Withian (1996) found that 2 year
schools tended to have 14 members on their advisory boards while 4 year schools
averaged 27 members on their advisory boards.
Our undergraduate board has 25 members from all over Delaware and from areas in New
Jersey where we have satellite campuses. We meet annually and, interestingly, about 17
people attend the meetings in addition to faculty. We do have term limits of 2 years with an
option to renew board membership for one additional 2 year term. The terms are
staggered so that there will always be a continuation of board membership. This helps to
preserve the tribal knowledge that so often develops in groups. This board also includes
members from university departments such as career services, academic advising, and
student services. Including these members has helped our academic advisors and career
services folks to become more knowledgeable about the field in question.
Our graduate board has about twelve members and usually seven or so show up for the
annual meeting. This board is more loosely organized and less structured. Its function right
now is to connect nonprofit sector community leaders with our academic program and
have them be informed about what our program offers. This may change in the future.
Also think about what type of structure you need your board to have. Some boards are very
structured and include officers and committees. Questions to address are Who leads the
meetings? Who takes meeting minutes? How are they shared? How is the work divided? For
example, do you need committees for specific purposes? If you do, then be sure to create a
committee charter, which defines what the purpose of the committee is and what is should
do. Basically, there are 2 types of committees, the standing committee and ad hoc
committees. Ad hoc committees are temporary and exist until their task is done. Standing
committees are permanent. They provide committee reports at every meeting.
Suggested models for how to structure an advisory board are widely available on the web.
For example, Collin College in Texas provides specific guidelines as to who chairs the
committee, term limit of advisory board members, and requires that the program
coordinator meet with the advisory board chair to discuss the agenda before setting the
agenda for the meeting (2011). It also stipulates how often the advisory board must meet
and stipulates quorum requirements.
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Running the Meeting
Advisory board meetings take time to plan. Because your board members are busy people,
it’s best to set advisory board meetings months in advance. It’s not unusual for board
members to need 3-4 months’ notice to set the board meeting on their calendar. You then
should also be prepared to send LOTS of meeting reminders. Prepare the agenda and send
it out ahead of time so that board members come to the meeting prepared and
knowledgeable of what will be discussed.
Collect biographies, and head shots, if possible, of each board member. We compile them in
a Who’s Who on the Advisory Board and members seem to enjoy reading about their fellow
board members. We also include board members’ email contact info (with permission) so
that board members can connect between meetings if they want to do so.
Establish a meeting agenda. Although this may seem obvious, not having an agenda, or
having an irrelevant agenda or a too-sparse agenda, can derail the group. Pinto, Spector
and Valera (2011) in their study of group dynamics in an AIDS and community
collaborative board determined that developing trusts and relationships were important in
board functioning. Allowing board members to contribute items to the agenda helps this
process. Include the purpose of the meeting and the usual old and new business. During the
meeting be sure to reference the mission. This is especially helpful if the meeting goes off
track and can be a tool to draw the discussion back on track.
Begin the meeting on time and end on time. This shows you are a careful steward of time,
the only non-renewable commodity for everyone. Review the agenda at the beginning of
the meeting. Make tent cards with board members names’ and place them around the table.
This will help other members to know their peers on the board. If your board is new, be
sure ask questions and encourage discussion. End the meeting by summarizing so as to
remind everyone what was accomplished.
Have someone record meeting minutes. They serve as the official record of the meeting.
Send out the meeting minutes within a reasonable time frame after the meeting has been
conducted. Usually within 1-2 weeks and include a calendar reminder of the when and
where for the next meeting.
Provide refreshments. While this last point about meetings may be obvious, it isn’t an easy
thing to provide refreshments if you don’t have the budget for it. Some schools actually
apply for grant funding so that they are able to provide refreshments for advisory board
meetings. If you absolutely cannot provide refreshments be sure to advise your attendees
of this so that they can plan to bring their own. No one likes to sit through a 2 hour meeting
without a bottle of water or cup of coffee, and you don’t want there to be a lack of
discussion because members’ throats are so parched that it prevents them from speaking
up.
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In my advisory board meetings we use Exit Tickets at the end of every meeting. These
“tickets” simple ask members to answer 3 brief questions: What did you learn at this
meeting that you didn’t know before? What else would you like to know about that we haven’t
discussed in the last few meetings? What is it that confuses you? These Exit Tickets are both
evaluative in that it reveals what members thought about the meeting or what is still
unclear to them, and it also serves as a needs analysis as it shows what is still ambiguous
and what gaps exist in their knowledge of what was discussed. We compile Exit Ticket data
and then share them with the board members along with meeting minutes. This
information is also important in preparing the next meeting agenda as you can then discuss
any points that were confusing.
LESSONS LEARNED FROM PAST MISTAKES:
What Didn’t Work So Well
My advisory board wasn’t always the stellar entity it is today- through no fault of its own. I
learned to establish a value added advisory board through experience. A number of years
ago, when we were told to establish an advisory board, it spanned several programs. With
no guidance or knowledge, we asked members of the community if they wanted to “sit” on
our advisory board. The responsibility for organizing the advisory board meetings was
assigned to one of our newer faculty members as a developmental opportunity. Advisory
board meetings were usually scheduled two weeks in advance, and we were lucky if 7-8
people showed up. Many of them were our own adjunct faculty members. Agenda
discussions consisted more of us telling rather than seeking information. After 2-3
meetings, attendance dropped off and I noticed that the leaders who had been initially
asked to “sit” on our board then started to send their administrative assistants to the
meetings. Since these people didn’t have the knowledge or authority to commit
organizational resources as support, this advisory board faltered.
We learned from this experience, and continue to learn how to improve our advisory board
functioning. Today, each program has an advisory board, and while I cannot speak for other
programs, I can speak for the undergraduate and graduate advisory boards under my
umbrella. Meetings are scheduled months in advance and agenda items ensure that the
purpose of the meeting is clear. We seek information, clarification, input on curriculum, and
ask for help when needed. Recently, our undergraduate advisory board has been extremely
helpful in providing guidance for a new certificate program. Our advisory boards have term
limits and we recognize everyone’s service with a certificate of appreciation.
Do’s and Don’ts of Managing Your Advisory Board
Advisory boards take time and effort to manage well. The biggest mistake academic folks
make with advisory boards is not establishing meeting dates far enough in advance.
Chances are your board members are people near or at the top of the food chain and have
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busy schedules, so they need to know when your meetings are scheduled well ahead of
time.
Establish clear ground rules for what the advisory board roles are: make clear that you
seek counsel, and not control. Make sure that you take the time to establish meaningful
relationships and purposeful agendas (Rose & Stiefer, 2013). Most of all, “Actively engage
the board in meaningful, purpose-driven activities” (Rose & Stiefer, 2013). One of the
downturns on board member participation is if all you do during meetings is talk about
your program but don’t ask for any help, insights, or problem solving. Board members need
to feel that their time and talent is being used well.
Follow up each meeting with a thank you note sent along with a draft of meeting minutes to
each attendee. Ask for feedback to the meeting minutes so that they can be finalized as a
formal record of the meeting.
Warning Flags: How to Recognize When Your Advisory Board is In Trouble
You know when your board is in trouble when board members send substitutes to attend
the meetings, meetings attendance lowers, and there is a lack of participation at meetings.
These are all warning flags that your board is in trouble. Most advisory boards do not last
forever. Most advisory board members don’t stay interested in an advisory board forever
either. People change, programs change, and need changes. Therefore, as you work to
create your advisory board, also think about how you will end it.
Create term limits for members. This helps to ensure that each advisory board member can
make a graceful exit when their time comes to an end. No one likes to quit, so term limits
offers that “out” when the time comes.
The same goes for your advisory board on the whole. Will you really need this board to
exist forever? While no one probably knows the answer in the beginning, it is something to
keep in mind, and when the time comes and you know the board’s purpose no longer is
relevant, you should have disbanding conversations with your board. Planning a
disbanding of the board will prevent public speculation about board failures, etc.
SUMMARY
Incorporating an advisory board in your program can serve multiple benefits and create
significant improvements in academic programs. Not only do advisory boards contribute
the “latest and greatest” from the field, but members can also serve as guest speakers and
their organizations may be good sites for student internships. Creating and maintaining an
advisory does entail a significant amount of work in order for advisory boards to be
successful and have a significant impact. But ultimately, our students are the ones who
benefit from this partnership between the academic and private sectors.
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References
Alachua County, Florida. (2012). Advisory Board Participation Handbook. Retrieved
05/25/2015 from
http://www.alachuacounty.us/depts/bocc/documents/advisory_booklet.pdf
Bureau of Labor Statistics. U.S. Dept. of Labor. Occupational Outlook Handbook, 2014-2015.
Emergency Management Directors. Retrieved 05/24/2015
http://www.bls.gov/ooh/management/emergency-management-directors.htm
Burns, S. (01/06/2013). How to build your advisory board. Forbes. Retrieved 05/18/2015
http://www.forbes.com/sites/chicceo/2013/01/06/build-your-advisory-board/
Carnegie Mellon University. (n.d.). President’s Advisory Boards. Retrieved 05/24/2015
http://www.cme.edu/advisory-board/purpose-process.html
Collin College. (2011 May). Advisory Committee Handbook. Retrieved 05/26/2015
https://www.collin.edu/community/201105AdvisoryComHandbook.pdf
Conroy, P.A., Lefever, M.M., & Withian, G. (1996). The value of college advisory boards.
Cornell Hotel and Restaurant Administration Quarterly, 37(4), 85-88.
Delaware Alliance for NonProfit Advancement. (2009). Board Excellence Handbook.
Wilmington, DE.
Edgecombe Community College. (n.d.). Advisory Board Handbook. Retrieved 05/24/2015
http://www.edgecombe.edu/pdfs/Adv_Brd_Hndbk.pdf
Kaupins, G. & Coco, M. (Winter 2002). Administrator perceptions of business school
advisory boards. Education, 123(2).
Masoaka, J. (2010, 23 August). What Is An Advisory Board and Should We Have One? Blue
Avocado. Retrieved 05/25/2015 http://www.blueavocado.org/content/what-
advisory-board-and-should-we-have-one
Nebraska Career and Technical Education. (n.d.). Developing A Local Advisory Committee
Resource Handbook. Nebraska department of Education. Retrieved 05/26/2015
http://nlc1.nlc.state.ne.us/epubs/E2400/H044-2004.pdf
Office of Career and Technical Education. (2014). CTE Program Advisory Committee
Handbook. New Jersey Department of Education. Retrieved 05/26/2015
http://www.nj.gov/education/cte/study/approval/CTEProgramReapproval.pdf
Pinto, R.M., Spector, A.Y. & Valera, P.A. (2011 August). Exploring group dynamics for
integrating scientific and experiential knowledge in community advisory boards for
HIC research. AIDS CARE, 23(8), 1006-1013.
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Rose, K.J. & Stiefer, T.W. (2013). Advisory councils in executive education: Insights from
practice. Journal of Executive Education, 12(1), Article 3. Retrieved
http://digitalcommons.kennesaw.edu/cgi/viewcontent.cgi?article=1002&context=j
ee
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Forbes. Retrieved 05/24/2015
http://www.forbes.com/sites/laurashin/2014/11/17/average-student-loan-debt-
rises-tops-30000-in-6-states/
Texas State Library and Archives Commission. (2012). Public Library Advisory Board
Handbook. Austin, Texas: Author. Retrieved 05/26/2015
https://www.tsl.texas.gov/sites/default/files/public/tslac/ld/pubs/plant/State_of_
Texas_Board_%20Handbook_Final.pdf
The Institute for College Access & Success. (November 2014). Project on Student Debt.
State by State Data. Retrieved 05/24/2015 http://ticas.org/posd/map-state-data
Torres, J. (2014, June 16) 8 steps to creating an effective advisory board. Retrieved
05/18/2015 http://www.entrepreneur.com/article/234655
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Building an effective advisory committee. Retrieved 05/18/2015
http://educationnorthwest.org/sites/default/files/factsheet21.pdf
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Appendix 1
SAMPLE
THE ROLE OF THE ADVISORY BOARD & ITS MEMBERS
What is an Advisory Board?
Group of non-educators with expertise in community and organization matters who
meet with Wilmington University educators to exchange ideas
Provide a different, or “outside” perspective on our curriculum and programs
Provides a public relations “bridge” between community needs and the curriculum
Inform University faculty and program leaders of best practices in organizations and
community agencies
What is the function of the Advisory Board?
To strengthen the relationship between community and University’s educational
programs
Provide feedback, ideas, expert advice, and opinions about programs; facilitate
exchange of community and organization needs and alignment of curriculum
Convene to provide advice and “outside” insights
What are Advisory Board member roles?
Become sufficiently familiar with the curriculum in order to provide meaningful
advice and suggestions
Share their individual expertise with the Advisory Board
Bring their organization’s expertise and needs to the Advisory Board meetings
Share information related to community needs, etc.
Ask questions about curriculum and how it prepares students for fully participating
in the “community”
Advisory Board Member Responsibilities & Duties:
Attend meetings
Provide feedback
Develop community relations and public awareness
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Appendix 2
EXIT TICKETS
What did you learn at this meeting that you didn’t know before?
What else would you like to know about that we haven’t discussed in the last few meetings?
What is it that confuses you?
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Appendix 3
PREPARING FOR THE ADVISORY BOARD (AB) MEETING
Between Advisory Board meetings:
Send out appropriate notices, letters, newsletter, holiday greetings, etc to AB
members
Make sure we “connect” with members to see if they still are able to serve on the AB
Send out certificates to those who withdraw from the AB
Update AB list
Find replacement members
Determine potential topics for the next meeting (may be done with input from the
AB)
Criteria for Selecting members to the Advisory Board:
Individual should be in a field related to Social & Behavioral Sciences
Individual should have some power or decision making influence in his/her
organization
Select individuals who fill our knowledge “gap”
Individual should be willing and able to attend meetings
Preparing for the Advisory Board Meeting:
2 months before the meeting: send out a Save-the-Date memo with a tentative topic
to be discussed
Secure space to meet and let Debbie Pro know so she can plan the catering
Update the membership mailing list along with email Distribution List
1 month before the meeting send out a letter confirming the day, date, and time and
location of the meeting along with the agenda and ask for RSVPs
o Include and reading material with which we want Advisory Board members
to be familiar
After the Advisory Board Meeting:
Write “Thank You” notes for attending
o Include reminder of the date of the next meeting
Send out any promised materials