# Customer advisory board charter · [Product or company] · [Year] **Executive sponsor:** [name, ideally the CEO or GM] **Program owner:** [name] **PM lead:** [name] ## Purpose [The strategic questions this board exists to advise on] ## Goals for this year 1. 2. 3. ## Membership - Size: [number] - Selection criteria: senior decision makers from strategic accounts who can advise beyond their own account; a diverse mix of segments, regions and use cases; [partner seat, if applicable] - Not eligible: prospects, outside thought leaders - Term: [length], with a graceful exit for members who no longer fit ## Member value [What members get: influence on direction, peer exchange, early insight] ## Recruitment and onboarding [Who nominates (sales and CS), who approves, how members are briefed] ## Rules of engagement Pitch-free · Confidential · Open dialogue · Compliant with legal and ethical rules · Sales nominates but does not attend ## Meetings - In person: [1 to 2] times a year, [1 to 1.5] days - Virtual: [frequency], 60 to 90 minutes - Agenda principle: strategic questions first; no roadmap walkthrough without a question attached ## Member expectations [Attendance, preparation, candor] ## Reporting back After each meeting: a read-out to members within [n] weeks, documented insights, actions with owners and due dates, and candid updates on what we did not do and why. ## Annual review Revisit charter, content, format and membership every year.