Strategic Planning Consulting Services

The City of Lake Forest is issuing an informal Request for Quotation to engage a strategic‑planning consultant who will help update the city’s seven‑year strategic business plan (FY 2027‑28 through FY 2033‑34). The consultant will design and deliver workshops for senior management and frontline staff, conduct interviews with executives and council members, and provide analysis and recommendations. Optional services include joint commissioner workshops and follow‑up council interviews. The work is expected to begin in late 2026 and conclude by early 2027, with optional tasks extending into March‑April 2027. • Design and facilitate a half‑day strategic‑planning workshop for the City’s Management Team (≈15 participants) in Oct‑Dec 2026. • Conduct a 1‑1.5 hour “Lunch‑and‑Learn” session for all City staff (≈80 employees) in Dec 2026‑Jan 2027. • Interview 9 senior managers and 5 City Council members (≈30 min each) and deliver synthesis reports. • Optional: Facilitate joint commissioner workshop (Feb 23 2027) and City Council strategic‑planning workshop (Mar 23 2027). • Optional: Conduct follow‑up Council interviews (late Mar‑early Apr 2027) and provide actionable insights. • Provide final summary documentation of all workshops, interviews, and recommendations.