Meet Our Team

Lorna Shepard

Senior Strategist

Lorna Shepard

Senior Strategist

Brings extensive experience in structuring planning processes that allow for creativity and innovation.

Expertise

  • Research Design and Analysis
  • Customer Insights
  • Facilitation
  • Brand Strategy
  • Client Relationship Management
  • Project Development, Oversight, and Compliance
  • Team Leadership
  • Culture Shift

Recent Client Work

Experience Kissimmee Tourism Authority

Drove the process to develop a 5-year strategic plan to meet the County’s funding requirements and set the already-successful organization up for achieving further success. Read about it here.

Ohio University Credit Union

Guided the senior management team through the planning process to create the credit union’s first strategic plan and set their focus on growth.

Phelps Memorial Health Center

Though a successful healthcare provider in Nebraska, Phelps needed a planning process to identify which of several hundred metrics would take the organization to the next level of success. Using the OKR approach during a 2-day planning session, Lorna helped the team create a framework setting each department’s focus on improving measures that matter to patients and to the organization’s long-term success.

Professional Experience

Lorna applies her background in market research and brand strategy to devise data-driven plans to best leverage an organization’s strengths. Clients include:

  • Packaged Goods: Clorox, Oscar Mayer, Bristol-Myers Squibb
  • Financial Services: Wells Fargo, Vantage West Credit Union, Janus Mutual Funds, Nevada State Bank, Ohio University Credit Union
  • Retail: Eyemasters, Sears
  • Technology and Software: Cisco, Autodesk, Microsoft
  • Tourism: Santa Monica CVB, Disneyland, Experience Kissimmee, Marcus Hotels & Resorts, Lake Tahoe Visitors Authority
  • Healthcare: Phelps Memorial, Carson Tahoe Health
  • Non-Profit: Boys & Girls Club, Lyon County School District, University of Nevada, Economic Development Authority of Western Nevada, Nevada Cancer Coalition
  • Government: Clark County, Douglas County, Reno-Tahoe Airport Authority, City & County of San Francisco, San Bernardino, Nevada Juvenile Justice Oversight Commission, Nevada Governor’s Office of Economic Development

Education

Bachelor of Arts in Journalism from the University of Wisconsin, Madison

About Lorna

A Lake Tahoe resident, Lorna takes advantage of everything the mountains and the Nevada desert offer: from hiking, running, and skiing to riding dirt bikes when the snow melts.

Recent Client Work

Experience Kissimmee Tourism Authority

Led the process to develop a 5-year strategic plan to meet the County’s funding requirement and to set up the already-successful organization for achieving further success. Read about it here.

Ohio University Credit Union

Guided the senior management team through the planning process to create the credit union’s first strategic plan and set their focus on growth.

Phelps Memorial Health Center

Though a successful healthcare provider in Nebraska, Phelps needed a planning process to identify which of several hundred metrics would take the organization to the next level of success. Using the OKR approach during a 2-day planning session, Lorna helped the team create a framework to set each department’s focus on improving measures that matter to patients and to the organization’s long-term success.

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