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).

University of California Press

LRI helped us experience a real change in the way that we do planning and resolve problems. It made it possible for us to say exactly what we wanted to say, and for others to hear exactly what we said. Looking back, I wonder why we didn’t do this before.

Escape Technology

During the summer of 2015 we began a strategic planning process with LRI, specifically with Karin Bloomer. This was our first attempt at an encompassing five-year plan. I was amazed by how quickly Karin assimilated our culture, processes, and critical priorities. Karin expertly pushed us through the conversations we needed to have – some of them not easy. I’m happy to report we are extremely pleased with the result. We completed the project on time – and on budget. I highly recommend Karin for future engagements.

Retinal Consultants

The elite team at LRI has developed clear and effective tools to tackle even the most onerous management problems. Their uncanny ability to sharpen focus and facilitate communication has been a great asset to our company.

Have a question about strategic planning?

Our expert consultants can help.

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