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Choosing Your Focus

Take a more proactive approach to effectively using your time, energy and focus to create capacity for personal and professional success.

Choosing Your Focus

Program to improve firm member capacity

Many firms are feeling a capacity crisis. But, the compression, burnout, stress and turnover firms are experiencing are merely symptoms of a larger problem: ineffective and outdated use of time, energy and focus. 

Everyone is limited to 168 hours a week—so working more hours won’t ensure long-term success.

You don’t need to add more hours to increase your capacity and decrease your stress.  By proactively planning and prioritizing the right things, individuals get out of the hamster wheel and find more enjoyment and success in their personal and professional lives.

During this program, we’ll address eight key areas that impact capacity at a team, department, and firm-wide level, while also addressing individual effectiveness. Participants will reduce stress, improve efficiency, and see a noticeable improvement in their use of time, energy, and focus. 

Choosing Your Focus Webinar Series & Tools

Details coming soon

We’ll hold a virtual Choosing Your Focus Series this fall.  

– Ten ten-minute on-demand training sessions

– Homework questions and resources to help you implement the lessons learned

– Tools and guidance to implement strategies learned

– Four-part live series and access to the on-demand self-study versions for one year 

  • Tuesday, October 1: Making the Business Case for Better Focus
  • Wednesday, October 16: Improving Focus through Firm Processes
  • Thursday, October 31: Improving Focus through Individual Behaviors
  • Friday, November 8: Creating an Implementation Plan

Key Elements of the Full Program

Pre-Training Assessment

To ensure everyone understands their own strengths and areas for improvement, all participants will complete a productivity and focus assessment to provide baseline scores prior to the training.

On-Demand Training Sessions

Ten ten-minute, on-demand learning modules address causes of underlying capacity issues, the key areas of focus for fixing these issues, and why individuals continue to have the same problems over-and-over.

Individuals will complete homework assignments to determine barriers to implementing solutions and answer prompting questions to gather feedback in preparation for the customized consultation sessions.

Action Plan Consultation

Once participants have completed the assessment and training sessions, we’ll schedule a two-hour consulting session focused on identifying the specific changes that individuals need to make in the areas of focus and actionable goals to improve their use of time, energy, and focus in each key area.

Full Focus Planner Training

Utilizing the Full Focus Planner, participants will implement a new system for planning, tracking and completing each high-priority focus item. To ensure participants can effectively use the system, Upstream facilitators hold a two-hour training session.

At the end of this session, all participants will understand how to use the planner on a daily, weekly, and quarterly basis. Each participant will need to purchase a planner ($40-50 each) and commit to using it for 60 days.

Post-Training Assessment

To evaluate progress and determine next steps, we’ll hold a post-training assessment. Participants will have a chance to analyze their current use of time, energy and focus to ensure they are making progress. They’ll then create a plan for continued progress.

Program Success Consultation

To ensure ongoing progress, we’ll hold a one-hour session to review assessment results and evaluate the success of the action plan developed at the start of the program.

Participants will commit to the next set of action items for improvement in each area. At the end of this session, each participant will understand specific action items to improve their use of time, energy, and focus.

Ongoing Consultation

Firms have access to an additional four hours of consultation as needed, so participants can submit questions and request time to discuss any challenges they are facing while implementing solutions or using the Full Focus Planner system.

Meet Your Instructor

Jeremy Clopton brings years of leadership and consulting experience to this exciting program—along with a passion for and certification in Full Focus Training.  A Director at Upstream Academy, Jeremy’s real-world experience comes both as a consultant and in the audit department of a top accounting and consulting firm. He uses this experience to provide a vision for improvement.

Director At
Upstream Academy

Program Information

Who Should Attend?

This program is ideal for firm partners and firm leadership teams.  With firm management buy-in, you can take the program firm-wide. Participants should be prepared to be actively engaged in improving skills and applying lessons learned.

What is the cost?

Firms: $17,500 for up to 20 participants ($14,875 UAN)

Individuals: $2,300 per registrant (1,950 UAN)

Continuing Professional Education (CPE)

Upstream Academy will recommend CPE credit based on the level of participation in this course. Prerequisite: None Advanced Preparation: None. Skill level: Overview

Unconditional Guarantee

We’re confident that Advisory Business Development will be of immeasurable value to you. Like everything we do at Upstream Academy, this program is unconditionally guaranteed to your full satisfaction. If you’re not completely satisfied, we will, at your option, either waive your fee or accept that portion of the fee that reflects your level of satisfaction.

Upstream Academy is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: