Getting Started Guide

Executive Advisor Board – WordPress Plugin

1. Welcome to Executive Advisor Board

Thank you for using the Executive Advisor Board plugin. This guide will help you get started with submitting business proposals and understanding the evaluation process.

The Executive Advisor Board is designed to help you prepare for real-world Board of Directors meetings by simulating how experienced executives think about and evaluate business proposals.

2. What Is This Plugin?

The Executive Advisor Board plugin is an AI-powered tool that evaluates your business proposals through the lens of eight different executive perspectives:

How It Works

1. You submit a proposal by filling out a comprehensive form with details about your business initiative
2. AI agents evaluate your proposal – Each executive agent independently reviews your proposal from their unique perspective
3. You receive detailed feedback – Get individual evaluations from each executive plus a consolidated summary
4. You can ask follow-up questions – Use the chat feature to explore recommendations and clarify concerns

3. Who Should Use This Plugin?

This plugin is ideal for:

• Directors and Senior Managers preparing to present proposals to executive leadership or a Board of Directors
• Business professionals who want to understand how executives evaluate strategic initiatives
• Entrepreneurs seeking to refine their business proposals before investor presentations
• Product managers and team leads developing business cases for new initiatives
• Anyone who wants to learn how to think more strategically about business proposals

4. Before You Begin

Prerequisites

Before you can submit a proposal, you need:

1. A user account – You must be logged into the WordPress site to submit proposals
2. Access to the evaluation page – Navigate to: https://it-influentials.com/virtual-board-of-directors/
3. Your proposal information – While all fields are optional, more detail results in better feedback

Logging In

1. Navigate to the Virtual Board of Directors page
2. If you’re not logged in, you’ll see a login prompt
3. Click the Log In button
4. Enter your credentials
5. You’ll be returned to the evaluation page

What Information to Prepare

The evaluation form includes 12 sections covering different aspects of your proposal. You don’t need to complete every field, but having the following information ready will help:

• Proposal Basics: Summary, problem statement, decision needed
• Financial Information: Costs, budget, expected ROI
• Strategic Context: How this aligns with company priorities
• Market Analysis: Customer needs, competitive landscape
• Execution Plan: Timeline, milestones, resources needed

5. Your First Evaluation

Step 1: Access the Evaluation Form

1. Navigate to https://it-influentials.com/virtual-board-of-directors/
2. Ensure you are logged in
3. You’ll see the Executive Advisory Board interface with all eight executive agents displayed at the top

Step 2: Navigate the Form Sections

The form is organized into 12 sections. Use the section navigation buttons at the top of the form to move between sections:

• 📝 Proposal Basics
• 📈 Strategic Context
• 💰 Financial Model
• 👥 Customer & Market
• 📅 Execution Plan
• 💻 Technical Considerations
• ⚖️ Legal & Compliance
• 👤 Organization & Talent
• ⚙️ Operating Model
• 🔄 Change Management
• ⚠️ Risk & Support
• 🏆 Board Considerations

Step 3: Fill in Your Proposal Details

For each section, fill in the fields that are relevant to your proposal. Each field includes:

• A label describing what information is needed
• A description providing guidance on what to include
• A text area where you can enter your information

Step 4: Review Privacy Notice

Before submitting, you must:

1. Read the GDPR privacy notice at the bottom of the form
2. Check the consent checkbox to acknowledge that your data will be processed by AI

Step 5: Submit Your Proposal

1. Review your entries across all sections
2. Ensure the GDPR consent checkbox is checked
3. Click the Submit for Evaluation button
4. The form will transition to show the processing screen

Step 6: Watch the Evaluation Progress

Once submitted, you’ll see a progress screen showing:

• A progress bar indicating overall completion
• Status for each executive agent (Pending → Processing → Complete)
• Real-time updates as each agent completes their evaluation

Expected Time: A complete evaluation typically takes 3-5 minutes, depending on proposal complexity and current system load.

6. Understanding Your Results

Executive Summary

Once all agents complete their evaluations, you’ll see a consolidated Executive Summary that includes:

• Overall Assessment – A high-level view of the proposal
• Consensus Points – Where all executives agree
• Decision Conflicts – Where executives disagree (these are important!)
• Critical Concerns – The most important issues to address
• Key Recommendations – Specific actions to improve the proposal

Decision Overview

Below the summary, you’ll see a grid showing each executive’s decision:

• Approve – The executive supports moving forward as proposed
• Approve with Modifications – Supportive but has specific changes to request
• Revise and Resubmit – Needs significant changes before approval
• Decline – Does not support the proposal

Detailed Agent Evaluations

Click on any executive’s evaluation to see their detailed feedback, which typically includes:

• Decision and Rationale – Why they made their decision
• Strengths – What’s working well in your proposal
• Concerns – Issues that need to be addressed
• Recommendations – Specific suggestions for improvement
• Questions – Things that need clarification

Actions You Can Take

From the results screen, you can:

• Copy Results – Copy all text to your clipboard for use elsewhere
• Download PDF – Export a formatted PDF report of the entire evaluation
• Ask Questions – Use the chat feature to explore the feedback further
• Start New Evaluation – Submit a revised proposal

7. Next Steps

After Your First Evaluation

Now that you’ve completed your first evaluation, here are recommended next steps:

1. Review all executive perspectives – Don’t just read the summary. Each executive offers unique insights.
2. Document key concerns – Create a list of issues raised by multiple executives
3. Use the chat feature – Ask clarifying questions about the feedback
4. Revise your proposal – Address the concerns and recommendations
5. Submit again – Run your revised proposal through for comparison

Learning from the Feedback

To maximize the learning value:

• Compare how different executives think about the same issues
• Notice which aspects of your proposal received the most scrutiny
• Identify gaps in your thinking or planning
• Practice articulating business value in multiple ways (strategic, financial, operational)

Common Patterns to Watch For

As you use the plugin, watch for these common feedback patterns:

Getting More Help

For more detailed information:

• User Manual – Comprehensive reference for all features
• Troubleshooting Guide – Solutions to common problems
• FAQ – Answers to frequently asked questions

Document Version: 1.0 | Last Updated: January 3, 2026
Support: peter@it-influentials.com