Resources for Advisory
Excellence

Guides, templates, and tools for organizations building advisory boards and executives developing advisory careers.

For Organizations

Advisory Board Formation Guide

Guide

Board Charter Template

Template

Advisor Selection Criteria Framework

Framework

Meeting Agenda Templates

Template

Board Effectiveness Assessment

Assessment

Take Board Readiness Assessment

For Advisors

Advisory Positioning Workbook

Workbook

LinkedIn Profile Optimization Checklist

Checklist

Advisory Bio Templates

Template

Board Interview Preparation Guide

Guide

Governance Fundamentals Overview

Guide

Take Advisor Readiness Assessment

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