Your Assignment – Building Your Advisory Board

Use your charter, your project board on, and Loom.


  • You are a B2B SaaS company looking to grow revenue by 20% year-over-year (YoY).
  • You have sales teams spread across the globe, selling two products, each with additional features/services that can be sold to customers for additional cost.
  • Marketing creates all sales-related content, and the product management team provides content for product releases.
  • Your customer success team is phenomenal, and the churn rate is running at, or around, industry averages.

Create a document in your project board explaining your advisory board’s rules, meeting times, and members.

Record a Loom video explaining how you came up with your proposed document and post it in the private group.