Strategic Planning

Create a Vision People Actually Believe In

If you don’t shape the future, the future will shape you. That’s why we don’t hand you a plan—we lead a process that brings people together to imagine what’s possible, clarify what matters most, and align around the work that truly moves your mission forward.

Our original SWOT² approach goes beyond the typical list of strengths, weaknesses, opportunities, and threats. It’s a dynamic, participatory method that invites boards, staff, and stakeholders into deeper reflection and candid dialogue—generating insight, building trust, and laying the groundwork for shared ownership of the path ahead.

Curious what SWOT² stands for? Let’s talk—we’d love to share it with you.

This is strategic planning that feels alive: reflective, energizing, and built to adapt. You’ll leave with more than a plan. You’ll leave with a team that’s focused, resilient, and ready to lead through change—together.

LET'S TALK STRATEGY

Voices of our Clients

“We engaged Matt Lehrman to lead the strategic planning and visioning process for a new organization that was created by merging two long-standing entities. Among the challenges Matt helped us navigate was the blending of two distinctly different board cultures. Matt created an inclusive and collaborative process that helped our board meaningfully hear and consider the perspectives of its many different stakeholders, ultimately leading to the development of a plan that was unanimously and enthusiastically endorsed. Without a doubt, Matt was the right person for this assignment. His contribution to our success was invaluable."

Richard Kasper, JD CAP

Center for Jewish Philanthropy

"Matt's strategic planning leadership and expertise were critical in the successful evolution of Tempe Tourism from a Destination Marketing Organization to a Destination Management Organization. He approached the process with a level of thoughtfulness, insight, and collaboration that exceeded our expectations. His interactive approach was invaluable in connecting our board of directors to industry experts, facilitating lively and productive discussions, and ultimately helping us to articulate a clear and compelling written plan for our expanded purpose. Thanks to Matt's guidance, our organization is now better positioned to achieve our goals and serve our community."

Michael Martin
Tempe Tourism

"Matt was extremely helpful in assisting both the Scottsdale Public Library and the Scottsdale Parks & Recreation Department with our recent and comprehensive strategic planning projects. Matt specifically excelled in facilitating large community group and organizational leadership input sessions both virtually and in person. Matt is professional, organized and impressed me with his ability to engage participants in productive dialogue that resulted in valuable feedback that we used to develop our strategic plans."