UnionWare

Charting a Course for the Future

UnionWare, a Winnipeg technology company providing membership system for nearly 150 unions representing 4.5 million employees in Canada and the US, reached out to Berlineaton to help them chart their course for the future.

Key Team Members
Shelly Berlin

A Profound Experience

The UnionWare Founder and CEO engaged Berlineaton to work collaboratively with him, his 4-member Executive Team, and 50-member staff to develop and execute a comprehensive strategic plan that would see the company build on their strengths and successes and help them to sustain growth well into the future.

Practical Solutions

Using our six-step Strategy Development & Execution methodology, we worked with the UnionWare team to articulate a bold vision, mission, and values, clearly define their goals and priorities, and bring the plan to life in the organization through a detailed Tactical Plan aligned to the corporate budget, and a measurement and reporting dashboard.

Bolder Futures

The result of our work with UnionWare was clarity in their strategic direction, a stronger Senior Leadership Team, and a staff with a clear line of site about how their work was directly linked to the success of their firm today and into the future.

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Strategy Development
& Execution

Collaborative
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  • Berlineaton helped me work through staffing changes and a significant workload immediately following the COVID-19 outbreak. Our coaching sessions were very much appreciated, and I was able to re-focus on the strategic goals of our organization, while still leading my team and day-to-day operations. Being able to improve my leadership competencies and navigate the last few months was invaluable to say the least.

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    Not-for-Profit Organization in British Columbia

  • The emphasis on Strategic Management was important to us, since we didn't want a plan that sat on the shelf after several months of strategic thinking. I found that Berlineaton didn't come to our organization with a preconception of what our strategic plan would look like, but they made an authentic effort to understand the people in our community and be in tune with its ethos, its goals and its people. They gained trust and confidence and continue to work with us on the implementation of our tactical plan.

    Head of School in Victoria,

    British Columbia

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    Upper Canada College

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    Shelly Berlin

    BA, MBA, FCMC, ACC
    Strategist, Confidante, Entrepreneur.

    Shelly is a co-founding partner of Berlineaton and has over 25 years’ experience in management consulting in strategy, process improvement and leader development.  

    She’s worked extensively with public and private sector organizations, and she is a professional facilitator, expert in the design, development, and execution of strategy. She is a certified executive coach and a Fellow of the Canadian Association of Management Consultants. 

    Shelly’s passion is to help leaders and their organizations achieve extraordinary success through bold thinking, courageous risk taking and disciplined action planning. Dark chocolate helps too.