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H IGH P ERFORMANCE F IRMS

H IGH P ERFORMANCE F IRMS. W ORLD C LASS T RAINING: G ETTING Y OUR F IRM O N T RACK P RESENTED BY S AM M. A LLRED, F OUNDER & D IRECTOR O F U PSTREAM A CADEMY. P RESENTED BY S AM A LLRED F OUNDER AND D IRECTOR OF U PSTREAM A CADEMY.

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H IGH P ERFORMANCE F IRMS

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  1. HIGH PERFORMANCE FIRMS WORLD CLASS TRAINING:GETTING YOUR FIRM ON TRACK PRESENTED BY SAM M. ALLRED, FOUNDER & DIRECTOR OF UPSTREAM ACADEMY PRESENTED BY SAM ALLRED FOUNDER AND DIRECTOR OF UPSTREAM ACADEMY

  2. We have the privilege of working with hundreds of firms across North America. We’ve learned that most good firms sincerely want to become great. They just don’t know how to get there.

  3. Upstream Academy is all about helping good firms become better. It’s what we do. It’s who we are. And our track record is second to none. High Performance Firms will help your firm make significant, measurable progress on the path to improvement.

  4. Our focus in creating this program is both immediate and long-term, measurable results. High Performance Firms is a results-oriented program for firm leadership teams.

  5. Overview of High Performance Firms Program The Four HPF Workshops for AGN Member Firms Key dates Questions and answers PRESENTATION ROADMAP

  6.  OVERVIEW OF HIGH PERFORMANCE FIRMS PROGRAM

  7. A report card analysis that enables you to benchmark your firm against high performance standards and create a starting point for setting goals and measuring progress WHAT CAN YOU EXPECT FROM HPF?

  8. A two-year program that includes four high level, two-day workshops attended by at least three firm leaders (the firm’s implementation team) WHAT CAN YOU EXPECT FROM HPF?

  9. Our commitment to help you throughout the program to accomplish the goals set by your implementation team WHAT CAN YOU EXPECT FROM HPF?

  10. WHAT CAN YOU EXPECT FROM HPF? • The tools, documents and training needed to implement the processes and best practices learned at each workshop

  11. Opportunities to learn from and network with your workshop group of 15-20 similar-sized, non-competitor firms WHAT CAN YOU EXPECT FROM HPF?

  12. A dashboard to track your progress on each high performance KPI WHAT CAN YOU EXPECT FROM HPF?

  13. A clear understanding of what high performance looks like in each of the 6 areas of discipline WHAT CAN YOU EXPECT FROM HPF? BusinessDevelopment Leadership FinancialPerformance ClientManagement • LEADERSHIP • Vision/Strategy • Firm Governance • Partner Meetings • Partner Unity/Teamwork • Partner Compensation Process • Succession Planning Process • Non-negotiable Performance/Behavior Standards • Tolerance for Known Weaknesses • Culture TeamDevelopment PartnerEffectiveness

  14. Forward progress and positive results. The ability to move your firm’s dial and improve financial performance WHAT CAN YOU EXPECT FROM HPF?

  15.  THE FOUR HPF WORKSHOPS FOR AGNMEMBER FIRMS

  16. THE FOUR HPF WORKSHOPS Workshop #1July 9-10, 2012 Chicago, Illinois Workshop #2Nov 5-6, 2012 Chicago, Illinois Workshop #3Summer 2013 Chicago, Illinois Workshop #4Fall 2013 Chicago, Illinois

  17. WORKSHOP OVERVIEW • Two-day workshops (8am-6pm, 8am-3pm) • Very interactive and team oriented • Implementation teams need laptop/iPad • Sufficient implementation planning time • You will leave each workshop with a written plan outlining your firm’s next steps to creating a high performance firm • Follow-up between workshops scheduled

  18. WORKSHOP #1 OVERVIEW BusinessDevelopment Workshop #1July 9-10, 2012 Chicago, Illinois Focus on the following areas of discipline: LeadershipFinancial PerformancePartner Effectiveness Leadership FinancialPerformance ClientManagement TeamDevelopment PartnerEffectiveness

  19. LEADERSHIP • Vision/Strategy • Firm Governance • Partner Meetings • Partner Unity/Teamwork • Partner Compensation Process • Succession Planning Process • Non-negotiable Performance/Behavior Standards • Tolerance for Known Weaknesses • Culture BusinessDevelopment Leadership FinancialPerformance ClientManagement TeamDevelopment PartnerEffectiveness

  20. FINANCIAL PERFORMANCE • Average Partner Income • A/R over 60 Days • Top Line Growth • WIP over 30 Days • Retention % of Top Performers BusinessDevelopment Leadership FinancialPerformance ClientManagement TeamDevelopment PartnerEffectiveness

  21. PARTNER EFFECTIVENESS • Partner Review and Goal Setting • Partner Accountability • Optimizing Partner Horsepower • Knowledge Transfer Process • New Partner Training • Partners as Experts BusinessDevelopment Leadership FinancialPerformance ClientManagement TeamDevelopment PartnerEffectiveness

  22. Goal setting tool Vision/strategy PowerPoint Partner meeting agenda Partner evaluation process Partner goal setting template New partner training agenda Partner selection process Succession planning process WORKSHOP #1 HPF TOOLS

  23. WORKSHOP #2 OVERVIEW BusinessDevelopment Leadership Workshop #2Nov 5-6, 2012 Chicago, Illinois Focus on the following area of discipline: Team Development FinancialPerformance ClientManagement TeamDevelopment PartnerEffectiveness

  24. TEAM DEVELOPMENT • Bench Strength Process • Meaningful Evaluations and Career Planning • Rapid Skill Development • Staff Mix • New Partner Selection Process • Connection and Commitment to Vision and Strategy BusinessDevelopment Leadership FinancialPerformance ClientManagement TeamDevelopment PartnerEffectiveness

  25. WORKSHOP #3 OVERVIEW BusinessDevelopment Leadership Workshop #3Summer 2013 Chicago, Illinois Focus on the following area of discipline: Client Management FinancialPerformance ClientManagement TeamDevelopment PartnerEffectiveness

  26. CLIENT MANAGEMENT • Client Classification • Proactive Client Plans for A/B Clients • Continuous Improvement of Service Offerings • Raving Fans Strategy • Client Top Grading Plan/Process • Payment Expectation Process • Bottom 50 Process BusinessDevelopment Leadership FinancialPerformance ClientManagement TeamDevelopment PartnerEffectiveness

  27. WORKSHOP #4 OVERVIEW BusinessDevelopment Leadership Workshop #4Fall 2013 Chicago, Illinois Focus on the following area of discipline: Business Development FinancialPerformance ClientManagement TeamDevelopment PartnerEffectiveness

  28. BUSINESS DEVELOPMENT • Client Screening/Acceptance • Optimizing Rainmakers • Rainmaker in Training Program/Process • Firm-wide BD Culture • BD Results Tracking Process • Niche Development Process • Cross Servicing Plan • RFP Process BusinessDevelopment Leadership FinancialPerformance ClientManagement TeamDevelopment PartnerEffectiveness

  29. UNCONDITIONAL GUARANTEE Like everything we do at Upstream Academy, this program is unconditionally guaranteed to your full satisfaction. If you are 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.

  30. CPE Upstream Academy will recommend CPE credit based on the level of participation in this course.

  31. INVESTMENT The investment for each participating AGN member firm is $2,500 per workshop. This fee covers the workshop enrollment for three team members. Each additional person attending the workshop will be $500.

  32.  KEY DATES

  33. KEY 2012 DATES Deadline to register and reserve your market area – May 15, 2012 Workshop #1July 9-10, 2012  Chicago, Illinois Workshop #2November 5-6, 2012  Chicago, Illinois

  34.  QUESTIONS AND ANSWERS

  35. Thank You! sama@upstreamacademy.com

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