Plan a customer advisory session around real decisions
Practical guidance for plan a customer advisory session around real decisions.
Assess the situation
Begin with one or two open decisions and a relevant, respectfully recruited customer mix. Separate direct evidence from assumptions so the team understands what is known before choosing action.
Design the practice
Build the workflow around discussion of workflows and tradeoffs without promising roadmap changes. Give every commitment a named owner and keep claims narrower than the evidence available.
Operate and improve
On a regular review cadence, report themes within permission and close every follow-up commitment. Preserve the result and reasoning so the next decision starts with context rather than memory.