A results-driven program for firm leadership teams, High Performance Firms will help your firm make significant, measurable progress on the path to improvement, teach you what you need to do on an ongoing basis to stay on that path and provide the on-going tools and resources to keep you moving forward.
If there’s one thing we’ve learned from working with hundreds of firms across North America, it’s this: most good firms sincerely want to become great. They just don’t know how to get there.
We can help.
High Performance Firms will help your firm make significant, measurable progress on the path to improvement. It will also teach you what you need to do on an ongoing basis to stay on that path.
With Upstream guidance and the program’s innovative tools, powerful processes, and outstanding training your firm can develop habits required for meaningful results and become healthier and more profitable year by year.
A comprehensive diagnostic evaluation of firm strengths and areas of improvement help you create a plan for improvement.
This self-assessment completed by firm stakeholders allows you to analyze firm performance in the Six High Performance Areas of Discipline: Leadership, Financial Performance, Partner Effectiveness, Team Development, Client Management and Business Development. The report provided will help guide next steps. (The 5 Behaviors for Intact Teams is an optional add-on.)
Upstream provides guidance on an educational path based on your firm-specific diagnostics.
All firm members have access to on-demand educational courses on the Four Pillars of High Performance Firms (Culture, People, Clients and Growth) and on the Six High Performance Areas of Discipline (Leadership, Financial Performance, Partner Effectiveness, Team Development, Client Management and Business Development). Each course deals with a specific firm issue and guides you to the correct tools and resources to help you put lessons into practice.
An evolving library of processes, sample documents, and tools help you implement best practices in your goal areas. Over 20 documents, including support for:
Program participants are part of an evolving virtual community made up of other firms in the program with several opportunities for collaboration.
Expert advice given during regular group meetings provide an opportunity to discuss challenges and strategy and ensure accountability to goals.
Level 1 add-on – Quarterly meetings with firm leadership (60 minutes)
Like everything we do at Upstream Academy, the High Performance Firms is unconditionally guaranteed to your full satisfaction. If you’re not completely satisfied, we will either waive your fee or accept that portion of the fee that reflects your level of satisfaction.
Culture sessions provide leaders with the vision, strategic plan, financial metrics, tools, and processes necessary to optimize partner horsepower and build a high-performance culture. Here’s what High Performance looks like at the firm level:
People sessions and tools provide leaders with the vision, tools, and processes necessary to use team member strengths to grow the firm. Here’s what High Performance looks like at the team member level:
Client sessions and tool help leaders understand amazing client service and give them the tools to provide it. Here’s what High Performance looks like at a client service level:
Growth sessions and tools provide leaders with the vision, tools, and processes necessary to create a culture of business development throughout the firm. Here’s what High Performance looks like at a business development level:
