Lessons in IT Transformation: Technology Expert to Business Leader

Ways to Engage the Board

One of the responsibilities of a CIO that strikes terror into the hearts of many IT executives is presenting to, and engaging with, the board of directors. For someone who is new to this dynamic, this can be a daunting task. While only the individual can overcome her “stage fright,” I can make some suggestions that can help create a more positive experience in the boardroom.

My first suggestion is that a CIO should stand out in the boardroom by not standing out in the boardroom! Is that confusing enough for you? What I mean by this is quite simple. The people who engage with the board, as well as the members of the board themselves, are usually accomplished businesspeople. They speak the language of business and expect to discuss business-related topics. As an executive of the organization, so must you! If you come into the room speaking geek (i.e., using three-letter acronyms talking about VPNs and SOA), not only will the board not understand you but also they will not take you or your message seriously. However, if you present to the board your plans and efforts to drive revenue, improve shareholder value, and lower the cost structure of running your operations, they will both understand you and take interest in your message. When engaging the board, it is critical that you accomplish three major objectives:

1. Create an atmosphere of confidence Board-level people expect to engage with individuals who are confident in their value and in delivering their ...