Satori
Turn Insights into Systems That Work
Research & Program Design

Turn Insights into Systems That Work

Research-led training, SOPs, and culture programs delivered in weeks, not months.

What this practice is for

Built for Founders Who Need Results, Not Reports

Reduce Time-to-Productivity

Accelerate effectiveness of new hires and promoted leaders through clear training, documented decision logic, and role-specific playbooks.

Eliminate Execution Drag

Uncover and remove hidden cultural and operational constraints that slow decisions and create unnecessary rework.

Protect Institutional Knowledge

Convert critical expertise into SOPs and playbooks before key people leave, so the business isn’t dependent on any one person.

Build Internal Capability

Enable your team to train others using real cases and your language — without building a training department.

Connect Culture to Results

Move beyond values statements to measurable improvements in decision speed, accountability, and team alignment.

Increase Consistency

Align work execution across teams and locations while preserving autonomy — without micromanagement.

What we deliver

Our Services & Products

Train-the-Trainer Programs

Build internal capability fast, without building a training department.

Custom training programs using your language, cases, and operating context. Integrates into your existing cadence (EOS® or your rhythms) and aligns with talent tools like Kolbe and CliftonStrengths. Delivers early results with simple adoption metrics.

Documentation Systems (SOPs & Playbooks)

Turn critical know-how into systems your team can rely on.

Extracts expertise from subject-matter experts through interviews to create usable documentation. Captures decision logic and edge cases without burdening your team. Results: faster onboarding, consistent execution, lower error rates.

Culture Assessment & Activation

Identify what’s really slowing execution and fix it with precision.

Research-grade culture assessments measuring actual behavior — not just sentiment. Links findings to operational metrics like decision latency and escalation volume. Translates insights into prioritized, owner-assigned interventions.

Applied Research & Program Design

Design before delivery, so programs actually work.

Begins with research to understand how work really gets done across roles and teams. Surfaces constraints through interviews, observation, and data analysis — then builds programs grounded in reality.

When to reach out

Is This You?

Scaling Faster Than Your Systems

Situation: Headcount growth outpaced training and documentation. Execution depends on key people.

Solution: Design training, SOPs, and playbooks that create consistency without adding management layers.

Knowledge Walking Out the Door

Situation: Critical expertise isn’t documented. Work slows down whenever specialists leave or are unavailable.

Solution: Extract decision logic and edge-case handling into usable documentation that stays in the business.

Good People, Slower Execution Than Expected

Situation: You have a capable team and the right tools (EOS®, Kolbe), yet decisions lag and follow-through is uneven.

Solution: Culture assessments surface hidden constraints. Targeted interventions improve execution speed.

Inconsistent Work Across Teams or Locations

Situation: Same roles are performed differently across teams, causing variable outcomes and quality.

Solution: Design SOPs and training that define how work gets done while preserving judgment and autonomy.

Training That Doesn’t Stick

Situation: Workshops and external trainers don’t change behavior in daily work.

Solution: Build train-the-trainer programs using your real scenarios, embedded in your operating rhythm.

Preparing for Scale, Succession, or Exit

Situation: You’re planning growth, leadership transitions, or a sale — but execution still depends on the founders.

Solution: Create transferable systems and documentation that make the business resilient without you.

How We Work

1

Research & Discovery

We study how work actually gets done across roles and teams. Interviews, observation, and data analysis surface the real constraints before we build anything.

2

Design & Build

Programs, SOPs, and training are designed using your language, your cases, and your operating context — not generic templates.

3

Deliver & Transfer

We train your internal team to run the programs independently. Knowledge transfer is built into every engagement so you’re never dependent on us.

Ana Isabel Caguicla
Your practice lead

Ana Isabel Caguicla

Head of Research & Program Development

Isah is an educator and researcher with 20+ years’ experience in curriculum design, academic leadership, and program development. She brings a research-first approach to building training, SOPs, and culture programs that actually change how teams work.

For founders ready to scale with structure

Let’s Design Programs That Actually Work

Book an Intro Call