- Members of the advisory board should be doing at least one of these 3 things: providing specific feedback, making suggestions, and/or sharing insights into your practice/processes. We're excited to learn from you to make our platform better.
- We expect advisory board members to contribute productively to discussions. Please be civil, keep an open mind, and try to understand the unique needs and challenges of others. There will inevitably be advisors who do things differently from you. There will also inevitably be ideas discussed that never come to fruition, and feature requests that go beyond the scope of what is feasible to implement from a technical or business perspective. Be honest and respectful of each other, and understand that one solution is rarely perfect for everyone.
- You should feel absolutely comfortable leaving the advisory board at any point and for any reason. Please email a staff member in the event that this applies to you. We expect a turnover rate of at least 25% per year simply due to changes in personal obligations, crises, priorities, etc. Depending on participation rates and business needs, we may from time to time add new members to the board. Similarly, we may find it useful to implement term limits or otherwise provide opportunities for other members to join the board, replacing current members. We will keep you informed of any such changes, if necessary. We reserve the right to remove any individuals from the board as we see fit.
- Please keep advisory board business confidential, unless explicitly informed otherwise. The board will often be a testing ground for new ideas and features. When word spreads "unofficially" about new features or changes, it makes it hard for our team to effectively communicate with members what's new and what will impact them. We would also like to keep our valuable discussions about feature development and IEC best practices safely out of reach of competing software platforms.
- Other than statements in line with our public announcements or marketing materials, you should not speak for CollegePlannerPro, or make promises of our commitments or investments, without reviewing it with CollegePlannerPro staff.
- Your fellow advisors are here to help, too! Feel free to post in the private Community group or ask other advisors privately to seek advice, recommendations, etc. We hope the advisory board helps you build personal and professional connections with others in the industry.
- It is understood that you will not receive any monetary compensation or other incentive for your membership on the advisory board. We hope that the ability to contribute to board discussions results in a meaningful experience for you, as relates to your own development and network, as well as improvements to the platform itself.
How it works
We will primarily notify board members of updates and request participation in virtual discussions, focus groups, or other events, via the private Member Advisory Board group within the CollegePlannerPro Community Forum. As a result, board members must join the Community.
Your participation in discussions and meetings is entirely voluntary; however, we'd love for you to chime in as often as you can. We expect to request feedback in a written format no more than a few times a month, with live events (focus groups or meetings, conducted virtually) to take place about once a quarter. The frequency of these discussions and events will depend on what makes sense based on our product roadmap and level of understanding of how our members use (or want to use) different functionalities.
We will do our best to schedule any live events at times that accommodate the greatest number of members; since our board members have busy lives and are widely distributed, it may not always be possible for you to attend, and we understand that.