Strategic Planning

LRI’s expert strategic planning consultants assure you and your organization are thinking and acting strategically. Here are the specific ways our facilitators can help:

  • Design a strategic planning process that effectively engages people in thinking strategically about the future.
  • Conduct interviews with key stakeholders to assess your organization’s current position.
  • Facilitate decisions about the important trends and factors affecting your organization’s future.
  • Clarify your organization’s purpose, vision, and core values.
  • Facilitate decisions about priorities for change.
  • Translate your thinking into a succinct strategic plan.
  • Help you determine how success will be measured with metrics and targets.
  • Build organizational support and buy-in for the plan.
  • Facilitate regular monitoring of the strategic plan to assure you achieve the desired results.
  • Facilitate the development of related action plans.

View our strategic planning consulting case study or check out examples of client experiences.

Early Edge California

The counsel I received from LRI on communication and change management allowed me to successfully lead my organization through critical decision points. My coach helped me ask the right questions and assess whether my organizational capacities matched those required to drive our desired strategies.

California State Employees Association

LRI’s calm, yet firm leadership allowed everyone to be free in expressing their concerns. Their advice and guidance yielded unexpected strategic benefits.


I would encourage any CEO to go through this process. In a very short time, we were able to clarify our expectations and unify the staff around common goals. Now, we have consensus about the next steps we need to take and performance metrics that will let us know when we reach our goals. We’ve really moved forward as an organization.

How can we help?

Have a question for an LRI consultant?

Get a response from one of our experts.