Take a more proactive approach to effectively using your time, energy and focus to create capacity for personal and professional success.
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burnout, stress and turnover firms are experiencing are merely symptoms of a larger problem: ineffective and outdated use of time, energy and focus.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.
We’ll hold a one-day Choosing Your Focus Workshop on July 12, 2023 (prior to our HeadWaters Conference in Denver Colorado).
Many firms are feeling a capacity crisis, and many individuals report high levels of work-related stress. During this one-day workshop we’ll cover the essential points of the Choosing Your Focus program and help individuals create a proactive plan to take control of their time, energy and focus.
The one-day workshop is $975 per registrant ($825 for UAN members).
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.
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.
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.
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.
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.
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.
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.
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.
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.
Upstream Academy will recommend CPE credit based on the level of participation in this course. Prerequisite: None Advanced Preparation: None. Skill level: Overview
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.