Strategic Research Institute

What Strategic Research Institute does

Strategic Research Institute (operating as SRI / S.R.I. Consulting) is a Lake Arrowhead, California-headquartered applied behavioral science consultancy founded in 1984 to provide intelligence for policy decision-making in both public and private sectors. The firm operates as a small boutique (1–10 employees) and serves government agencies — including cities, counties, joint powers authorities, special districts, public school districts, and state agencies — primarily on tax feasibility studies, public opinion research, consensus building, economic development, focus group research, and campaign design and oversight. Private-sector clients include managed healthcare organizations (HMOs, PPOs, IPAs and community hospitals) and telecommunications providers / municipalities deploying fiber-to-the-home and fiber-to-the-business infrastructure.

The firm's core technology is methodological rather than software: a proprietary suite including the Go-No Go Model™ for predicting voter threshold support — particularly California measures requiring 2/3 approval — and the Closing the Chasm™ framework integrating Everett Rogers' Diffusion of Innovations theory with Product Life Cycle analysis. Quantitative research uses advanced inferential statistics (correlation, factor, regression, and causal modeling) rather than basic descriptive statistics, with reported prediction accuracy within 1–2% of actual outcomes and a tax-measure win rate in the high 90th percentile sustained for more than two decades. Qualitative research uses a dual-facilitator focus-group method, and the firm has run collaborative research engagements with J.D. Power and Associates in healthcare.

SRI generates revenue through quote-based professional-services engagements sold directly to client organizations through a sales-led motion, with no public pricing. Distribution is built on direct consulting relationships and a sister-firm ecosystem: Integrated Marketing Communications Corporation (IMC Corp) provides integrated marketing execution and Political Action Institute (PAI) provides political-action services, both fed by SRI's research output. Long-tenured retainer clients (East Bay Regional Park District for 27 years) and case-study relationships across California, Oregon, Nebraska, Utah, and other states anchor the client base.

Name

Strategic Research Institute

Legal name

Strategy Research Institute

Website

https://sri-consulting.org

Company type

Private

Founded year

1984

Operating status

Operating

Headcount range

1–10 employees

Short description

Strategy Research Institute (SRI) is a Lake Arrowhead, California-based applied behavioral science consultancy, founded 1984, providing public opinion research, tax feasibility studies, consensus building, and campaign design to U.S. government agencies and managed healthcare and telecommunications clients.

Ownership category

akta.pro rank

Product category

Management Consulting - Public Opinion Research & Political Consulting

NAICS

Marketing Research and Public Opinion Polling (54191), Management Consulting Services (54161), Research and Development in the Social Sciences and Humanities (54172)

SIC

Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Policy, Regulatory & Public Affairs Research (BPAHALAF)

akta.pro secondary industries

Public Sector & Policy Consulting (BPAHACAN), Industry & Sector Research (Syndicated/Custom) (BPAHALAE)

Keywords

• Public opinion research
• Political consulting services
• Tax feasibility studies
• Behavioral science consulting
• Competitive intelligence research

Headquarters

HQ city

Fullerton

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Public Sector Research & Consulting: Policy research and consulting services for government agencies including cities, counties, JPAs, Special Districts, public school districts, and state agencies throughout the U.S. Services include tax feasibility studies, public opinion research, consensus building, and campaign design.
2. Private Sector Research & Consulting: Market research and consulting services for private firms and organizations, including managed healthcare industry consulting (member retention, satisfaction surveys, new product development) and high-tech/fiber optics market research.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Strategic Research Institute provides applied behavioral science and consulting services for policy decision-making in both public and private sectors. The firm delivers public opinion research, tax feasibility studies, consensus building, focus group research, secondary research, competitive intelligence, economic development, and campaign design and oversight, anchored by proprietary methodologies including the Go-No Go Model and Closing the Chasm framework.

Product overview

The Strategy Research Institute (SRI) is a research and consulting firm providing applied behavioral science for policy decision-making across public and private sectors. The company operates as a services-based consultancy rather than a software product company. Its core offerings include Public Opinion Research, Tax Feasibility Studies, Consensus Research, Focus Group Research, Economic Development consulting, and Campaign Design & Oversight. Proprietary methodologies include the 'Closing the Chasm™' framework (based on Diffusion of Innovations theory) and the 'Go-No Go Model™' for predicting voter thresholds. Specializations span Managed Health Care research and Fiber to the Home/Business (FTTH/FTTB) telecommunications consulting. The firm is supported by two sister companies: Integrated Marketing Communications Corp (IMC Corp) and Political Action Institute (PAI). SRI's research team consists of behavioral scientists from institutions including USC Annenberg, UC Berkeley, and NYU, offering both quantitative and qualitative methodologies.

Differentiator

Problem solved

Functional benefit

Brands

• Closing the Chasm™: A proprietary methodology for introducing new products/services into the marketplace by integrating Diffusion of Innovations with Product Life Cycle, developed by Dr. G. Gary Manross.

Products and services

• Public Opinion Research Scientific survey research providing highly accurate intelligence for public policy decisions, routinely predicting election outcomes within 1-2% accuracy through advanced inferential statistical analysis. Aimed at government agencies and private sector organizations.
• Tax Feasibility Studies Research services for tax initiatives including sales tax, parcel tax, bond measures, and 218 Benefit Assessment Districts, particularly for California measures requiring 2/3 voter support. Aimed at government agencies.
• Secondary Research & Competitive Intelligence Business intelligence gathering through analysis of industries, companies, markets, competitors, and growth trends to support informed business decisions. Aimed at private sector firms.
• Consensus Research Methodology for identifying key opinion leaders and influentials in communities and securing objective input through third-party interviews to establish consensus. Aimed at government agencies and stakeholder groups.
• Focus Group Research Qualitative research using dual-facilitator approach where one facilitator leads discussion while another monitors group dynamics and interfaces with clients behind a one-way mirror. Aimed at public and private sector clients.
• Post-Election Analysis Exit polls and survey research conducted within days of elections to analyze voting patterns, demographics, and factors influencing voter decisions. Aimed at political campaigns and government agencies.
• Data Collection Primary data gathering services for clients who do their own analysis, including questionnaire pre-testing, reliability maximization, and strict confidentiality maintenance. Aimed at clients needing raw data collection.
• Campaign Design, Implementation & Oversight Strategic planning services that go beyond presenting findings to assist in design, implementation, and oversight of tactical plans of action emerging from research. Aimed at political campaigns and government agencies.
• Economic Development Consulting Strategies to enhance and sustain economic vitality in local economies, including FTTH/FTTB feasibility studies, public-private partnerships, and community development programs. Aimed at municipalities and economic development organizations.
• Closing the Chasm™ Methodology Proprietary framework integrating Diffusion of Innovations theory with Product Life Cycle to introduce new products/services into the marketplace, identifying opinion leaders and mainstream market segments. Aimed at private sector firms launching new products.
• Go-No Go Model™ Methodology Decision model for predicting voter support thresholds and willingness to pay, enabling clients to determine optimal timing and parameters for placing measures on ballots. Aimed at government agencies and political campaigns.
• Managed Healthcare Research Market research and strategic planning for HMOs, PPOs, IPAs, and hospitals focused on member retention, satisfaction, disenrollment reduction, and new product development. Aimed at managed healthcare organizations.
• Fiber to the Home/Business (FTTH/FTTB) Consulting Telecommunications infrastructure consulting for municipalities and utilities, including feasibility studies, roll-out campaigns, and take-rate optimization (targeting 50-68% vs traditional 21% penetration). Aimed at broadband providers and municipalities.
• Gaining Access Service Recruitment and persuasion services for accessing difficult-to-reach decision makers including CEOs, presidents, medical doctors, and other influentials for interviews and focus group participation. Aimed at research clients needing elite respondent access.

Quantifiable outcome

• Predictions of voting behavior and consumer behavior routinely within 1% to 2% of actual outcomes
• +5 more outcomes

Named customers15 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Three partnerships are on record, tiered core and minor.

• IMC Corp (Integrated Marketing Communications Corporation)coreStrategic or Co-development PartnerSister firm that generates intelligence from SRI's research. IMC Corp provides integrated marketing communications services to clients, utilizing SRI's applied research and strategic intelligence for campaign design and implementation.
• PAI (Political Action Institute)coreStrategic or Co-development PartnerSister firm that generates intelligence from SRI's research. PAI provides political action services utilizing SRI's research capabilities for political campaigns and policy initiatives.
• J.D. Power and AssociatesminorStrategic or Co-development PartnerCollaborative relationship in healthcare research where J.D. Power staff conducted qualitative research while SRI researchers conducted empirical quantitative modeling.

Scale indicators10 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Public Opinion Strategies: National Republican polling firm with broad ballot-measure and corporate public-affairs practice — overlaps with SRI on voter-behavior research at a larger scale and broader geographic footprint.
• SurveyUSA: Established public opinion polling firm producing voter-behavior research for media and political clients — adjacent in core competency (polling accuracy) with a national footprint.
• J.D. Power: Diversified market research firm; its Health Care Division collaborated with SRI on quantitative modeling, making it a relevant comparator for SRI's managed-healthcare research offering despite its much broader scale.
• Greenberg Quinlan Rosner Research: National public-affairs and public-opinion research firm with significant ballot-measure practice — comparable in survey methodology and policy research, with broader geographic reach and resources.

Direct peers

• EMC Research: Bay Area public opinion research firm providing polling and strategic consulting for political, public-affairs, and ballot-measure clients — closely comparable service offering and client profile to SRI.
• David Binder Research: San Francisco-based cultural and public-opinion research firm; comparable on cultural research, focus groups, and public-affairs survey work for West Coast clients.
• FM3 Research: California-based public opinion research firm specializing in ballot measure campaigns, local-government initiatives, and public-policy consulting — directly comparable to SRI's public-sector research and tax-feasibility work.
• Probolsky Research: California-based public opinion and market research firm serving government agencies, ballot-measure campaigns, and corporate clients — directly comparable in methodology and target customer base.
• Fairbank, Maslin, Maez & Associates: Oakland-based public opinion research and campaign strategy firm focused on California ballot measures and progressive causes — competes head-to-head with SRI on tax feasibility studies and voter-behavior research.
• Tulchin Research: Berkeley-based public opinion and political research firm focused on ballot measures, progressive causes, and labor clients — overlapping research offerings and California footprint.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/strategy-research-institute

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Strategic Research Institute