Governance and Strategy Consulting

Boardroom Metrics provides Corporate Governance and Strategy consulting to Private and Not-For-Profit organizations in the United States and Canada.

Governance Consulting

Our governance consulting services focus on Board of Directors effectiveness. It is our view that governance effectiveness can be improved when Boards and Directors share a consistent view of their role and learn how to focus on three key elements:

– identification and mitigation of risk
– validation and oversight of the strategic plan
– performance management of the CEO

Our governance services include:
– leadership and facilitation of the governance effectiveness assessment process
– consulting on governance effectiveness issues including Board composition, information, leadership, processes and culture
– education of Directors and Senior Leadership Teams on governance and effective execution of their roles with respect to governance effectiveness
– coaching and mentoring of Board Chairs, Directors, CEO’s and senior leaders on their governance roles

Corporate Strategy Consulting

Our corporate strategy consulting services focus on strategy development, validation and oversight. Strategy is a key element of effective governance. Like governance, we believe that strategy development and oversight effectiveness is maximized when those involved share a consistent definition of strategy and their role in the development and oversight processes.  We work with Boards, CEO’s and Senior Leadership Teams on strategy effectiveness.

Our strategy consulting services include:
– leadership and facilitation of the strategy development process
– education of Directors and Leadership Teams on strategy, strategy development, validation and measurement
– consulting and mentoring to Directors and Leadership teams involved in strategy development and oversight
– tactical implementation expertise in business development, marketing and social media

Other Consulting Services

We provide a select few additional services that have spun out of our consulting work over the years. They include:

Social Media Marketing Consulting – we are experts at on-line visibility, search, and building communities. In fact, over 50% the projects we do result from clients finding us on-line (read more about Social Media Marketing Consulting here)

Interim Management – over the years, our network of senior executive talent has grown to include leaders and subject matter experts in almost every corporate function and field. From marketing to human resources, technology to healthcare if you need someone fast, we can likely connect you with them (read more about Interim Management here).

Jim Crocker presentation 2017

Meet Jim Crocker, Chair of Boardroom Metrics and Consulting Practice Leader

Jim consults and speaks on corporate governance and strategy. A veteran CEO, Director and Consultant, Jim works with public, private and not-for-profit clients, helping them identify and address opportunities for increasing the effectiveness of their governance and strategy processes. He speaks regularly to industry and trade associations on the lessons and benefits of strong governance and strategy, and best practices for achieving both.

Jim’s profile page

Download This Template for a Board Strategic Plan Presentation

This template outlines the important elements of a strategic plan and how it might be presented to a Board of Directors interested in effective corporate governance. This is a template we use at Boardroom Metrics.


Two Best Practices for Private Business Corporate Governance

Understanding what the best corporate governance practices are for their private business isn’t a question we get from many private company owners…

read the full article

Podcast: Private Business Corporate Governance

In this podcast Jim shares his perspective on the benefits of corporate governance for private business and how to implement it.


Five simple tips to make Board strategic planning more effective

A Board has three roles: identifying and mitigating risk, validating and overseeing the strategic plan and performance managing the CEO. Regarding the strategic plan, there is lots of governance confusion. Many Boards see it as their role to develop the strategic plan.  They don’t need to – and in most cases they shouldn’t. The strategic plan needs to be built by people who understand two things…

read the full article

How Can We Help You?

Request a consultation to find out how we can help or call us at 416-994-6552
Request A Consultation

Related Articles

Why Your Private Business Should Do Strategy

By |August 17th, 2017|Private Business|

“Strategy is a waste of time”. Lots of private business owners we know feel this way because their private business has achieved a high degree of success without strategy. Why should they start now? Here’s [...]

Risk of Incarceration: Cyber Security in the Boardroom

By |August 10th, 2017|Board of Directors, Governance, Information Technology Security|

Why Boards must consider cyber security as part of corporate governance. For many years now, Information security, including Cyber Security, has been left to the IT Department. However, even if your IT people are doing [...]

Think he’s crazy? Donald Trump is just your typical entrepreneur.

By |August 2nd, 2017|Business Strategy, Family Business, Leadership, Private Business|

  Flickr Image by DonkeyHotey Forget Shark Tank. For anyone who fancies themselves as a future entrepreneurial star, studying Donald Trump (just watch the nightly news) may be all you need to learn [...]

Top 5 Steps to Protect Personal Health Information (PHI)

By |July 24th, 2017|Governance, Information Technology Security|

Many organizations have access to, or store PHI (Personal Health Information).  Not all of them are aware that they have legislated responsibilities to protect that personal information on behalf of their clients. Personal Health Information [...]

Why The Difference Between Information Security and Information Privacy Matters

By |July 19th, 2017|Business Management, Governance, Information Technology Security|

Information Security and Information Privacy are often confused with each other. It is important to understand the differences, and in some cases, the similarities. Information security vs. information privacy. Consider a window in your home. [...]

Five Steps to Protect Your Information Assets

By |July 17th, 2017|Governance, Information Technology Security|

Protection from the Information Security bad guys. You know there is some nasty stuff out there on the Internet. You also know that your employees use company computers and networks to access the Internet, both [...]