At Satori Consulting Inc.., our experienced team of Waterloo management consultants and strategic planning facilitators can guide you through the strategic planning process. For more than 15 years, Satori has supported executive teams and Boards in developing integrated strategic plans.  An integrated plan creates alignment and provides a clear vision throughout the organization. A plan that is developed in isolation rarely produces the desired results. Linkage is incredibly important.

An integrated strategic plan leverages the involvement of your key stakeholders. It highlights interdepartmental interdependencies and facilitates both individual and collective ownership of the plan. Our business coaches in Waterloo can help facilitate an integrated, cohesive strategic plan.

Since 2004, our talented Waterloo business consultants and strategic planning facilitators have been developing comprehensive, focused, strategic plans for a wide range of clients. Sandi Verrecchia, CEO, and her team, work across a diverse set of industries including banking, insurance, pharmaceutical, logistics and non-profit organizations. Satori’s approach is systematic and focused on the deliverable. Our Waterloo management consulting firm prides itself on being flexible in accommodating business needs and agile throughout the process. This approach allows positive change to happen in support of the plan. Satori’s business coaches and business consultants in Waterloo support team building as an integral part of the strategic planning process.

“Satori Consulting was hired to facilitate a strategic planning session of our credit union’s senior management team. Sandi Verrecchia provided a great framework for our group to pull together different perspectives and ideas in order to build our long term strategy. She was professional and patient as we worked through our discussions and guided us effectively. Our time was efficiently used and all participants felt that the sessions which took place over two days were time well spent.”

Adam Monteith, VP Marketing, Access Credit Union Feb. 2017

Not all planning is strategic in nature. Satori offers expertise across the full gamete of planning. This ensures that business plans are clear, actionable, and comprehensive. At Satori our expert Waterloo business consultants and strategic planning facilitators take time to thoroughly understand the needs of your organization prior to advising on a course of action.

Our Waterloo customers may have their planning needs fully met using a variety of approaches. These include:

  • Business Planning – Tactical objectives to meet the strategic plan
  • ​Creativity and Innovation sessions is support of planning
  • ​Blue Ocean Strategy
  • ​Board Planning
  • ​Department Level Planning
  • ​Balance Scorecard preparation

  • Mission, Vision, Values
  • ​Stakeholder Analysis
  • ​SWOT, PEST etc.
  • ​Full Strategic Planning
  • ​Strategic Plan ‘Tune Up’

About Satori Consulting inc.

Satori consulting Inc. is a leading Canadian owned management consulting and leadership development firm, based in Burlington Ontario. Being based in Burlington Ontario supports our geographically close service areas of Hamilton, Oakville, Toronto and the GTA, but we are also national and global in scope providing management consulting services from coast to coast within Canada and the US.

We bring a unique, cross-disciplinary approach to clients’ challenges, ensuring the right balance of expertise, real world experience and best practices across business strategy, governance, organizational performance, executive and talent development.

Providing expertise in credit union consulting, insurance industry knowledge, academia (coaching and teaching), general business management solutions, family business solutions, leadership development, and team building – Satori Consulting Inc. is passionate about management consulting and partnering with clients that want change.