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.

VIEW SECTOR

Related services

Strategy Development
& Execution

Collaborative
Solutions

Start the Conversation

Are you looking to set a new, bold direction, equip your teams and leaders with new skills, or make your organization stronger?

Let's Talk

  • 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.

    Executive Director,

    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

  • I’ve worked with the Berlineaton team on a number of strategic initiatives for Vancity. Berlineaton has been a great collaborator in the design, development and launch of an innovation network designed to accelerate our transformation. My standards have always been high and they have never disappointed in their ability to deliver.

    Lori Block, Former Vice President,

    Vancity

  • I have worked with Berlineaton since 1999. In that time, I have found the Berlineaton team to be highly-skilled facilitators who consistently create the atmosphere and structure necessary to effectively manage and deliver complex projects. Their Strategy, CI, and People Development methodologies work well in any scenario in which I have seen them applied. Moreover, they create an environment that allows for a tremendous amount of creative, engaging, high-quality work to be completed within very short timelines, and with high levels of staff ownership and support.

    Martin Foy, Regional Director,

    Alberta Ministry of Environment and Sustainable Resource Development

  • The Berlineaton team has a deep knowledge of strategy and change management. They are engaging, whip smart, and empower leaders and organizations to do the work required to create compelling visions and missions and most importantly how to implement and live the goals and priorities.

    Michelle Koski, Executive Director,

    BC Investment Agriculture Foundation

  • Your efforts in guiding the robust planning process that has resulted in UCC’s Strategic Directions were quite simply extraordinary; your partnership was integral to any success achieved. Thank you. I hope you are as proud of the final product as we are.

    Sam McKinney, Head of School,

    Upper Canada College

    Please confirm you are a person.

    Email Phone

    Shelly Berlin

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

    Shelly Berlin brings over 30 years of strategic insight and transformational leadership to Berlineaton as co-founding and managing partner.

    She began her consulting career with Andersen Consulting and Price Waterhouse – global experience that led to the launch of Berlineaton in 1996. She holds a BA in Psychology from the University of Alberta, an MBA from UBC, is a Certified Management Consultant and an ICF-certified Executive Coach. In 2017, Shelly and her partner Richard Eaton were named Fellows of the Canadian Association of Management Consultants and were later honoured with CMC’s Lifetime Achievement Award in 2020. She also holds an ESG governance designation from Competent Boards.

    Throughout her career, Shelly has worked with more than 1,200 clients across government, not-for-profits, independent schools, and private sectors. She is known for her inclusive, collaborative approach and her ability to help clients execute strategy that achieves significant impact.

    As Chair of the St. Michaels University School Board, now in her fourth term, she led the global Head of School search that resulted in Dr. Jeff Aitken’s appointment and co-led the development of the Floreat 2020–2030 strategic plan.

    Shelly lives in Victoria with her family, including two teenagers, husband Richard Eaton, two cats, and a frog named Froakie.