Advisory Board Planning & Insights Capture
Plan advisory board meetings and translate expert insights into compliant strategic recommendations
What You Can Do
You can design end-to-end advisory board meetings that extract maximum scientific and strategic value while maintaining strict regulatory compliance. The skill guides you through expert recruitment with conflict-of-interest vetting, agenda development aligned to scientific objectives, real-time insight capture during meetings, and post-meeting synthesis that translates complex expert consensus into board-ready strategic recommendations—complete with compliant documentation and audit trails.
Features
identify, vet, and recruit appropriate KOLs with automated conflict-of-interest screening
develop scientifically rigorous meeting agendas linked to pre-defined business objectives
structured templates for documenting expert perspectives, consensus areas, and dissent during meetings
generate financial disclosures, COI attestations, and audit-ready meeting minutes
translate unstructured expert feedback into prioritized business recommendations with evidence mapping
track expert input by topic, identify key consensus themes, and measure meeting ROI
built-in guidance on anti-kickback regulations, FADAMA disclosure requirements, and company policies
Example Output
Example 1: Pre-Meeting Expert Brief
- Identified 10 oncology KOLs matching profile criteria (specialty, geography, publication record)
- Flagged 2 candidates with disclosed industry relationships; documented in COI attestation
- Generated compliant invitation with meeting objectives, honorarium terms, and regulatory disclosures
Example 2: Real-Time Meeting Capture
- Captured 8 distinct expert perspectives on unmet need in early-stage HCC treatment
- Flagged consensus: 7/10 experts cited patient access as primary barrier; 6/10 cited dosing flexibility as key differentiator
- Documented dissenting views on mechanism preference (3 experts favored checkpoint inhibition; 2 preferred multi-targeted approach)
Example 3: Post-Meeting Strategic Synthesis
- Translated expert consensus into 3 priority recommendations: enhance access program design, conduct Phase 2 dosing flexibility study, refine messaging around combination potential
- Mapped each recommendation to source expert input and quantified expert agreement (e.g., "80% consensus—access is primary barrier")
- Generated 12-page meeting summary with compliant audit trail and financial disclosure appendix
What's Included
- SKILL.md instruction file with role context and compliance framework:
- Pre-Meeting Checklist: expert recruitment criteria, COI screening matrix, and compliant invitation template
- Real-Time Capture Template: structured form for documenting expert input, consensus scoring, and regulatory flags
- Synthesis Framework: workflow for translating insights into strategic recommendations with evidence mapping
- Compliance Audit Trail: template for financial disclosures, meeting minutes, and regulatory documentation
Who It's For
- Medical Affairs Managers — orchestrating advisory board strategy and ensuring compliance
- Clinical Development Leads — translating expert input into trial design and unmet-need validation
- Market Access Strategists — capturing expert perspectives on reimbursement and access barriers
- Regulatory Affairs Specialists — maintaining compliant documentation and audit trails
- Senior Clinical Leadership — synthesizing multi-expert feedback for executive decision-making
Best For
- Planning end-to-end advisory board meetings from objective definition through expert recruitment
- Capturing and synthesizing expert input on clinical strategy, unmet needs, and market dynamics
- Generating compliant documentation (disclosures, COI attestations, audit-ready minutes)
- Translating complex expert consensus into board-ready strategic recommendations
- Maintaining regulatory compliance in expert engagement and financial disclosure
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