Client Engagements
American Electronics Association
LRI designed and led a strategic planning process resulting in a new strategic plan. The work included an organizational assessment, large and small group facilitation, and performance management.
California Earthquake Authority
For the California Earthquake Authority, we developed a new strategic plan that resulted in initiatives to improve the financial structure of the Authority, strengthened internal systems, and raised awareness about earthquake preparedness throughout California. Our work with the CEA also included executive development, team coaching, and communication training.
California State University, Sacramento
LRI led a six-month process that resulted in a set of initiatives for the University to capitalize on community partnerships and service learning opportunities. This work was coupled with leadership development and coaching for the faculty and managers responsible for executing the program.
City of San Jose
LRI designed and led a strategic planning project - and provided quantitative business analysis - for the San Jose Police Department, resulting in clear alignment around a new policing strategy, including plans for a new police substation.
Escape Technology, Inc.
LRI led a strategic planning process that resulted in a new organizational structure, new goals and objectives, and new investors for this software company.
HSBC Bank
For HSBC Bank, we provided executive coaching and leadership development to the senior executive team of the investment bank, including the chairman and CEO. In addition, we designed and led several planning processes for HSBC divisions resulting in new strategic plans.
KQED
For this multimedia broadcasting company in San Francisco, we managed a planning process that resulted in a new strategic vision, new decision-making processes, and a clear set of corporate objectives.
Performance Learning Systems
For Performance Learning Systems, we coached senior managers in effective teamwork, which led to the successful launch of a new marketing campaign and new products for the professional education market.
Public Broadcasting Service (PBS)
We analyzed the existing organizational structure of public television, made recommendations for a new structure, and facilitated a process that resulted in the successful implementation of the new governance structure, encompassing 200 public television stations in 50 states.
Sacramento Natural Foods Co-op
For the Sacramento Natural Foods Co-op, we designed and managed a year-long planning process that resulted in a clear set of strategic priorities for the 7,000-member organization. This was followed by a second process in 2001 that resulted in changes to its member-owner discount program.
University of California
LRI worked with the president's office to lead the development of new faculty initiatives in distance learning. This work allowed the University to market to corporations advanced learning courses in areas such as metallurgy, electronic engineering, and cybernetics.
Wells Fargo Bank
For Wells Fargo Bank, we provided leadership coaching and executive training in customer service and communication. We also facilitated planning sessions to improve the integration of several banking units.
WETA Public Broadcasting
LRI designed and led a planning process that resulted in a comprehensive strategic plan for this broadcasting company serving Washington D.C. The plan resulted in improved revenues and profitability. The planning process also resulted in stronger communication and performance management across the organization, as well as deeper accountability to the board of directors.