SBI, The Growth Advisory Episode 24 - Navigating the Board Room: Preparation, Communication, and Engagement
Mar 3, 2025
JD Miller, a trusted advisor to Chief Revenue Officers and author of The CRO’s Guide to Winning in Private Equity, shares valuable insights on navigating boardroom dynamics. He highlights the importance of preparation for tough questions and emphasizes effective communication strategies. Miller discusses the balance between transparency and strategic intent, focusing on enhancing board engagement and maintaining trust. Key takeaways include the significance of predictable interactions and mastering follow-up for sustained engagement with board members.
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Early Board Meeting Mistake
- J.D. Miller learned that waiting to reveal critical marketing issues until a board meeting can leave everyone confused.
- Regular updates before meetings make board discussions more productive and less surprising.
Weekly Flash Reports for Alignment
- Send a simple weekly flash report to all board members and stakeholders to keep them updated.
- Follow up personally on key points before meetings to ensure everyone is aligned.
Managing Board Expectations
- Allow board members to contribute on simpler problems to add value and engage them.
- Politely reject board ideas that don't fit your context by explaining specific reasons.
