Strategy & Organizational Transformation
Effective strategy turns vision into action. EXMI partners with organizations to clarify priorities, align structures and processes, and lead transformation efforts that deliver measurable, sustainable results.
Strategy That Aligns People, Systems, and Decisions.
EXMI helps public, nonprofit, and mission-driven organizations design and implement strategic plans and organizational transformations that are data-informed, inclusive, and built for execution. Our work blends research-based frameworks, facilitation expertise, and operational insight to help leaders move from complexity to clarity—and from planning to action.
The Challenge
Organizations today face mounting pressure to do more with fewer resources while navigating political complexity, workforce constraints, and rapidly changing community needs. Strategic plans often become static documents. Organizational structures drift out of alignment. Processes slow decision-making instead of supporting it. Leaders are left managing competing priorities without a clear roadmap or shared understanding of success.
Without intentional strategy and transformation support, even well-run organizations struggle to sustain momentum, align stakeholders, and translate vision into results.
Organizations today face mounting pressure to do more with fewer resources while navigating political complexity, workforce constraints, and rapidly changing community needs. Strategic plans often become static documents. Organizational structures drift out of alignment. Processes slow decision-making instead of supporting it. Leaders are left managing competing priorities without a clear roadmap or shared understanding of success.
Without intentional strategy and transformation support, even well-run organizations struggle to sustain momentum, align stakeholders, and translate vision into results.
"Only one in five companies believe they have high-quality strategy."
- How Strategy Champions Win, McKinsey Quarterly 2025
Explore Our Strategy & Organizational Transformation Services
Strategic Planning & Visioning
EXMI facilitates inclusive, data-informed strategic planning processes that align organizational vision, priorities, and resources to measurable outcomes.
Example deliverables: Strategic Plan (3–5 Year), Mission & Vision Framework, Strategic Goals & Objectives, Board-Approved Strategic Roadmap, Implementation & Accountability Framework, Strategic Performance Measures, Community or Stakeholder Engagement Summary, Key Performance Indicators, Publication-Ready Strategic Plan Document
EXMI facilitates inclusive, data-informed strategic planning processes that align organizational vision, priorities, and resources to measurable outcomes.
Example deliverables: Strategic Plan (3–5 Year), Mission & Vision Framework, Strategic Goals & Objectives, Board-Approved Strategic Roadmap, Implementation & Accountability Framework, Strategic Performance Measures, Community or Stakeholder Engagement Summary, Key Performance Indicators, Publication-Ready Strategic Plan Document
Organizational Assessments & Audits
We evaluate organizational structures, governance models, operational capacity, and performance to identify risks, gaps, and opportunities for improvement.
Example deliverables: Organizational Assessment Report, Enterprise or Departmental Audit, Capacity & Readiness Analysis, Risk & Gap Assessment, Prioritized Findings & Recommendations, Leadership Briefing Materials
We evaluate organizational structures, governance models, operational capacity, and performance to identify risks, gaps, and opportunities for improvement.
Example deliverables: Organizational Assessment Report, Enterprise or Departmental Audit, Capacity & Readiness Analysis, Risk & Gap Assessment, Prioritized Findings & Recommendations, Leadership Briefing Materials
Organizational Design & Structure Redesign
EXMI redesigns organizational structures to improve clarity, efficiency, accountability, and alignment with strategic priorities.
Example deliverables: Future-State Organizational Design, Structure Redesign Models, Span-of-Control Analysis, Role & Responsibility Alignment, Governance Alignment Framework, Transition & Change Roadmap
EXMI redesigns organizational structures to improve clarity, efficiency, accountability, and alignment with strategic priorities.
Example deliverables: Future-State Organizational Design, Structure Redesign Models, Span-of-Control Analysis, Role & Responsibility Alignment, Governance Alignment Framework, Transition & Change Roadmap
Process Improvement & Workflow Optimization
We apply Lean Six Sigma and process improvement methodologies to streamline workflows, reduce inefficiencies, and improve service delivery.
Example deliverables: Current-State & Future-State Process Maps, Workflow Analysis, Bottleneck & Root Cause Analysis, Process Improvement Recommendations, Standard Operating Procedures (SOPs), Efficiency Metrics & Performance Indicators
We apply Lean Six Sigma and process improvement methodologies to streamline workflows, reduce inefficiencies, and improve service delivery.
Example deliverables: Current-State & Future-State Process Maps, Workflow Analysis, Bottleneck & Root Cause Analysis, Process Improvement Recommendations, Standard Operating Procedures (SOPs), Efficiency Metrics & Performance Indicators
Program Evaluation & Performance Measurement
EXMI evaluates programs, initiatives, and services to assess effectiveness, impact, and alignment to strategic goals.
Example deliverables: Program Evaluation Report, Logic Models & Theory of Change, Performance Dashboards, Outcome & Impact Metrics, Cost-Benefit Analysis, Continuous Improvement Recommendations, Statistical Analysis
EXMI evaluates programs, initiatives, and services to assess effectiveness, impact, and alignment to strategic goals.
Example deliverables: Program Evaluation Report, Logic Models & Theory of Change, Performance Dashboards, Outcome & Impact Metrics, Cost-Benefit Analysis, Continuous Improvement Recommendations, Statistical Analysis
Governance & Decision-Making Alignment
We help organizations clarify governance structures, decision authority, and accountability to support effective leadership and oversight.
Example deliverables: Governance Review & Analysis, Decision-Making Frameworks, Role Clarity Matrices, Board & Executive Alignment Tools, Policy & Charter Alignment Recommendations
We help organizations clarify governance structures, decision authority, and accountability to support effective leadership and oversight.
Example deliverables: Governance Review & Analysis, Decision-Making Frameworks, Role Clarity Matrices, Board & Executive Alignment Tools, Policy & Charter Alignment Recommendations
Strategic Implementation & Change Management
EXMI ensures strategies move from planning to execution through structured implementation support and change management.
Example deliverables: Implementation Roadmap, Phased Action Plans, Change Management Strategy, Stakeholder Engagement Plan, Progress Tracking Dashboards, Executive & Board Updates
EXMI ensures strategies move from planning to execution through structured implementation support and change management.
Example deliverables: Implementation Roadmap, Phased Action Plans, Change Management Strategy, Stakeholder Engagement Plan, Progress Tracking Dashboards, Executive & Board Updates
Stakeholder Engagement & Facilitation
We design and facilitate structured engagement processes that incorporate diverse stakeholder voices and build shared ownership of outcomes.
Example deliverables: Stakeholder Engagement Strategy, Facilitated Workshops & Retreats, Focus Group & Interview Summaries, Consensus-Building Tools, Engagement Findings Report
We design and facilitate structured engagement processes that incorporate diverse stakeholder voices and build shared ownership of outcomes.
Example deliverables: Stakeholder Engagement Strategy, Facilitated Workshops & Retreats, Focus Group & Interview Summaries, Consensus-Building Tools, Engagement Findings Report
Strategic Communications & Plan Rollout
EXMI develops clear, compelling communications to support strategic plan adoption and long-term success.
Example deliverables: Strategic Plan Summary & Executive Briefs, Public-Facing Communications, Presentation Decks, Infographics & Visual Assets, Digital & Print Rollout Materials
EXMI develops clear, compelling communications to support strategic plan adoption and long-term success.
Example deliverables: Strategic Plan Summary & Executive Briefs, Public-Facing Communications, Presentation Decks, Infographics & Visual Assets, Digital & Print Rollout Materials
We help organizations move beyond planning—aligning strategy, structure, and execution so meaningful change actually happens.
Testimonials
What Our Clients Say
Don't just take our word for it, see what the awesome people we work with have to say.
"A project like this is no small task. This has never been done before in the county as a blueprint for county goals, planning projects to achieve those goals, and metrics to determine success for years to come.”
Lisa Sobecki
Elected County Commissioner
Board of Lucas County Commissioners
Toledo, Ohio
