Strategic Planning

Knowing your purpose for being, and aligning your efforts around a deep understanding of that purpose, is at the core of a solid strategic planning process. Our approach mostly centers around the strategic thinking that is needed before an operational plan can be developed.

Key components include:

  • External and internal stakeholder input

  • A Board retreat to begin those strategic thinking conversations

  • A Strategy Committee that takes the lead in helping form the plan (or Core Path as we call it)

  • A partner in Mosaic that will facilitate the process and create the Strategic Core Path document

Team Building

We can work with small or groups especially in the areas of culture alignment, managing change and team effectiveness. A combination of training, consulting and coaching is available.

Board/Staff retreat facilitation

Having a neutral and experienced facilitator can really make a retreat a productive and -- yes -- fun experience.  Let us assist you from designing the flow, to creating the materials, to facilitation of processes to achieve the expected outcomes.

There are several design options to choose from. A straightforward retreat facilitation with retreat summary notes to additional coaching and consulting support to fully integrate the outcomes you desire. Please call me and we can discuss what meets your needs ~ 408-466-0604.


“Amari led our organization through a well-researched, highly structured yet flexible strategic planning process that has provided a clear sense of direction and yielded impressive results in a short time. Amari listens deeply and carefully, and is very skilled at adapting her consulting role to the requirements of diverse groups of people. Working with Amari was both highly productive and very enjoyable.”
— Dayana Salazar Executive Director at CommUniverCity San Jose
“Without a doubt, the process to search for and ultimately hire our Executive Director was incredibly smooth due to her wisdom and experience. I highly recommend Amari Romero-Thomas as a consultant in both strategic planning and Executive Director search processes.”
— Patricia Castorena Immigration Attorney at Law Office of Patricia D. Castorena/Board member, SIREN