BOARDROOM METRICS SAMPLE COACHING AND CONSULTING ENGAGEMENTS

Achieving business success can throw up many management challenges. Here are four examples of consulting engagements that Boardroom Metrics works with their clents on.

Business #1: in business for several years, experiencing rapid growth, overwhelming demand on time and resources.

Engagement: 1/2 day per week on site. Beginning with strategic plan, Boardroom Metrics worked with the senior management team to rationalize priorities and investments. Then we provided coaching and hands-on assistance enabling management to take control of their business. This was a large confidence builder for management, reassuring reassuring them that they had the skills and knowledge to build the business successfully.

Business #2: new Board and management team post consulting intervention and turnaround.

Engagement: Phase 1 - Coaching, mentoring, consulting to the CEO on business mission, vision, objectives, and strategies for working with the new Board and Board Chair. Phase 2 - Facilitating the Board through strategic visioning session and determination of priority goals and strategies. Phase 3 - integrating the Board and CEO goals into common strategic plan for the organization and coaching of CEO and Board Chair on individual roles and best practices for working productively together.

Business #3: large, well known company in industry where balance of power had shifted heavily in favour of the customer. As a result the sales organization in particular was experiencing declining effectiveness.

Engagement: Phase 1 - Strategy consulting to recommend how changes in the market place needed to be reflected in the roles of sales and marketing organization and in the structures of both.

Phase 2 - Training/Coaching to help both the sales and marketing organizations learn and adapt to new roles.

Business #4: struggling spin-off from leading research institution; insufficient resources and questionable staffing.

Engagement: Strategy consulting assignment to reaffirm market opportunity and strategic priorities for achieving success.  Recommendation to shut down operations based on lack of commitment to fund and provide adequate resources for success.