Strategic Planning Consulting

LRI guides and facilitates leadership teams through the process of thinking and acting strategically, resulting in clear, detailed strategic plans. We:

  • Facilitate discussions about key trends affecting your strategic position.
  • Engage both internal and external stakeholders in envisioning the future.
  • Develop and refresh focus, including purpose, mission, vision, and core values.
  • Facilitate decisions about priorities for change and related strategies.
  • Help determine how success will be measured.
  • Build organizational support and buy-in for the plan.
  • Translate the strategic thinking into a clear, usable strategic plan.

View our six rings strategic planning model and strategic planning case study.

Example Clients: California State Auditor, California’s Department of Managed Health Care, Governor’s Office of Business and Economic Development (GO-Biz), University of Southern California, WellSpace Health, Sacramento Tree Foundation.

What are the steps in LRI’s strategic planning process?


1) We help you look objectively at the key trends and factors affecting your organization’s position and help you assess where the opportunities are to achieve greater impact.

This is typically where a trends analysis, or a S.W.O.C. analysis comes in handy, looking at the strengths, weaknesses, opportunities, and challenges facing the organization. As issues are identified, we keep focused on: What data do we have and what does it tell us? How significant is this problem relative to your competitors or peers? What is within your power to control?

2) We help you envision different scenarios for the future and make decisions about the future you want to build toward.

Scenario thinking enables leadership teams to think creatively about different avenues for the organization. What are ways to grow? How could you strengthen your connections to suppliers and customers? What ultimate outcomes are you trying to achieve? What would success look like in one year? In three years? How would you measure success? These are all good questions to grapple with as you envision the future.

3) Once the vision is clear, we help leadership teams translate the vision into decisions about goals, objectives, strategies and resources. This is when strategic thinking becomes a strategic plan.

Once the vision is clear, we facilitate discussions that help our clients define specific goals and objectives, along with strategies for how to achieve those goals and objectives, how resources will be applied to achieve those goals – and how to measure whether the intended outcomes are being achieved. Our team will translate that framework into a clearly written, well-structured strategic plan.

4) We help teams develop action plans – and monitor the ongoing progress toward the plan’s goals.

Once the strategic plan is finalized, action planning should occur within the organization. We can facilitate the development of action plans that tie directly to the strategic plan’s larger goals and objectives. We can also facilitate the ongoing monitoring process, following up on action steps, and determining whether your plan is achieving the intended results. This is often where a strategic planning process falters – and why the commitment to track the plan on an ongoing basis – and adjust course as needed – is so important.

How do we get started?

If you are interested in talking with one of our consultants, please contact us online or leave a message at (800) 598-7662.

For public entities, you can email an RFP to [email protected] LRI contracts with the state of California and local governments as a part of the California Multiple Award Schedules (CMAS).

HLA Group

We loved working with LRI. Their whole approach is results-driven, and their consultants really know their stuff. It was amazing how much we got done. Our executive team now has a richer and clearer understanding of what we need to do to succeed.

HSBC Bank

Eric Douglas has accomplished what many in his profession have not: he’s mastered the ability to under-engineer the highly complex organizational change process. By simplifying the process and employing an intimate and open approach, he’s earned the trust and respect of our entire executive team. His success in identifying, distilling, and simplifying issues allows him to provide our team with a sophisticated, yet pragmatic array of easy-to-access tools that are tailored to our needs and that we’re able to put to work right away.

Bickmore Risk Services

Leading Resources was instrumental in leading us through challenging strategic decisions. Eric Douglas was masterful in balancing his role as facilitator and corporate advisor. I would recommend LRI to anyone

Have a question about strategic planning?

Our expert consultants can help.

Contact