// If NOT in My account dashboard page

Strategic Planning Consulting in the San Francisco Bay Area

Transform Vision into Action with LRI’s Strategic Planning Services

Empowering Boards and executive leadership to achieve greater focus, clarity, and measurable success through expert facilitation and strategy.

Schedule a Consultation

The Power of Strategic Planning

At Leading Resources Inc. (LRI), we believe that a well-crafted strategic plan is the foundation for long-term success. For over two decades, we’ve partnered with executive leadership teams to develop actionable plans that align purpose, vision, and resources to achieve impactful outcomes.

Whether you’re navigating complex challenges, redefining your organization’s mission, or streamlining priorities, our proven process ensures clarity, enhanced decision-making, and measurable results.

Why Strategic Planning Matters for You

  • Gain focus by identifying key trends and opportunities.
  • Align your team on purpose, mission, vision, and core values.
  • Prioritize initiatives, ensuring maximum impact.
  • Build buy-in from stakeholders across your organization.
  • Establish measurable goals to track progress and success.
Strategic Planning

Trusted by Industry Leaders

Here are some of the clients we’ve proudly served, delivering measurable results time and time again:

  • Covered California
  • Sacramento Municipal Utility District
  • Governor’s Office of Business and Economic Development (GO-Biz)
  • University of Southern California
  • WellSpace Health
  • California Association of Nurse Practitioners

These organizations have leveraged our expertise to make confident, strategic decisions—and now, you can too.

Our Comprehensive Four-Step Strategic Planning Process

Step 1: Analyze Key Trends

We begin by helping you look objectively at the trends, strengths, weaknesses, and opportunities affecting your organization’s strategic position. We design and facilitate a clear decision-making process to help you identify areas for growth and improvement.

Step 2: Envision the Future

Through guided scenario planning, we enable your leadership team to envision various pathways for success, exploring key questions like, “What trends and factors will have the greatest impact on us over the next five years?” and “What is within our control to leverage to assure we achieve the outcomes we want?”

Step 3: Create the Strategic Plan

We help translate your vision into a clear plan of action by defining goals, strategies, and resource allocations. At the end of this collaborative phase, you’ll have a structured, well-documented roadmap ready for implementation.

Step 4: Monitor Progress and Build Commitment

Action plans aligned with your strategic goals ensure accountability within your organization. We facilitate ongoing tracking and adjustments to keep your plan on course.

Frequently Asked Questions

What types of organizations benefit from LRI’s services?

We serve a diverse range of clients, including non-profits, public agencies, and private organizations, helping them achieve greater focus and results-driven success.

How long does the planning process take?

The timeline depends on your organization’s needs, but most engagements span 4–6 months to ensure thoughtful analysis, visioning, and implementation.

Can LRI help with ongoing monitoring?

Yes! We provide support for tracking the progress of your plan, making adjustments, and ensuring continuous alignment with your goals.

How do I get started?

It’s simple! Contact us online or call (800) 598-7662 to schedule an initial consultation.

Start Building Your Strategic Future Today

Partner with LRI to craft a strategic plan that empowers your organization to thrive in today’s rapidly evolving landscape. Our expertise makes us your ideal partner in driving meaningful change and success.

Schedule a Consultation

For public entities, submit your RFP to [email protected].
Have questions? Reach us at (800) 598-7662.

The owner of this website has made a commitment to accessibility and inclusion, please report any problems that you encounter using the contact form on this website. This site uses the WP ADA Compliance Check plugin to enhance accessibility.