Implementation Boot Camps
Build in 6 Weeks What Most Take
6 Months to Do!
If you’re ready to equip your team to help you build the systems that are crucial to your growth, our Implementation Boot Camps are the Answer!
Each Boot Camp is designed to train your team in just 6 weeks. You and your selected team members will receive access to video training, hundreds of editable documents, a streamlined weekly assignment schedule, and the live support of UYB Coaches during our twice weekly Office Hours.
Better yet, you can delegate most (or all) of the build to your team – and you’ll get permanent access to the materials and Office Hours support!
Have any questions? Just contact our team!
Hiring & Onboarding Boot Camp
Our “WHO Shall Do WHAT by WHEN” Hiring and Onboarding Boot Camp is a 6 week course designed to Craft a Hiring Infrastructure that brings A+ Candidates, Automate that Hiring Process, and Build Out an Onboarding University!
This Boot Camp gives you over 250 documents, scripts examples, templates, and supports your team with Weekly Office Hours to receive live coaching support. You will get the 10 Vital Documents for the 15+ positions of a business over $2 million. Not there yet? This program will help you get there!
Week 1
Intro to ATS Systems & Hiring for Success
Maybe you’re too busy to start the hiring process from scratch – or maybe you’re not sure what should even go into that process. In this Boot Camp, you’ll not only receive over 120 downloadable, editable documents to help you put your hiring and onboarding system in place, you’ll also get the training, accountability, and motivation to implement it!
Week 2
Developing your ATS Systems
An ATS, or Applicant Tracking System, is the perfect way to automate and systematize your hiring process. In Week 2, you will discover some of the best options for your own ATS – and you’ll learn how to put it into place in a few actionable steps!
With your ATS in place, you’ll be ready for the next step – creating the perfect framework for your unique business!
Week 3
Preparing to Hire and Onboarding Framework
Once you have the right foundation and your ATS System in place, you’ll be ready to create and implement your Onboarding Blueprint. You will receive over 30 editable documents to help you build your onboarding checklists, onboarding agendas, and complete your full onboarding program.
Week 4
Departmental Systems and Creating a Strategic Onboarding
As you bring new team members on, you will need to have your departmental systems, policies, and procedures housed in a way that makes them easy to access. After all – if your team can’t quickly find the systems they need, they can’t implement them!
You will learn about the platform options and strategies you need to make this information easy for your team to access, follow, and implement.
Week 5
Building Out Your Onboarding University
There are a few different ways to build your Onboarding University, depending on your specific business needs. You will learn how to structure your University as well as strategies your team can use to build, implement, and test the entire project.
You will also discover security tips to keep your Onboarding University secure!
Week 6
KPIs and Scorecards
Departmental and positional KPIs and Scorecards are key to training your team and helping each employee understand how their tasks impact your company’s quarterly and annual goals. They are also vital tools for holding your team accountable and evaluating each person’s productivity. You will gain access to 15+ scorecards and the training you need to create and implement your KPIs!
Workflows & Workloads Boot Camp
We give you the framework (and examples) to quickly and efficiently build out your workflows in each department of your business. TONS of sample law office templates are provided plus WeeklyOffice Hours to receive live coaching support.
Each participating business can send 2-3 members of your team who will craft workflows for their departments and identify the workloads necessary for those tasks so you can increase profitability & productivity while increasing confidence!!
Week 1
Workflows: Understanding the 10k and 5k views
The first step to mapping out your Workflows is to create the 10,000 and 5,000 foot views. This process will help you and your team gain an overall understanding of how each Workflow works together – and how your team can better communicate and collaborate.
- Learn how workflows apply to all areas of your business
- Discover an easy method for building out your workflows
- Use your Core Values to get your team excited to build workflows
- Commence building out 10K and 5K views of a workflow
Week 2
Workflows at the 1k view
Once you have the high-level Workflows in place, it’s time to figure out the details. In this step, you will take your Workflows from conceptual to concrete – and set the foundation to make strategic hiring and delegation decisions that fit your unique business.
- Dive deeper to build out a more detailed workflow
- Discuss Technical Services and how to track them
- Break assignments down into manageable tasks
Week 3
Workflows by Departments
This is where your team will flesh out the nuances of your Workflow Policies and Procedures, examples, templates, checklists, and scripts so that your team can successfully run the systems – and you can build a business that allows you to thrive!
Remember, you don’t have to do it all yourself!
- Review the need for workflows in every department
- Review example workflows by department:
- Admin
- Financial
- Sales/Intake
- Building the workflows, policies & procedures, and systems
Week 4
Workloads & Pods
Having mapped out your Workflows at each level, you and your team will be equipped to analyze the Workloads of each team member. This will help you make accurate, strategic decisions, both now and in the future.
We will also provide training and resources to help you implement profitable, productive Pods on your team, equipping you to serve your clients better and grow even faster!
- Pods: where you are and where you want to be
- Workloads: breaking down how much time is needed for different actions
- Planning and scalability
Week 5
The Real Financial Story
Your Workflows and Workloads impact your ability to strategically delegate and make strong, profitable hiring decisions. In this module, you will gain the training and resources to strategically plan for maximum profitability!
- Learn how to determine gross profit margins by service & offering
- Learn to determine net profit margins
- Streamlining using the 5 R.U.L.E.S. of Profitability
Week 6
Forecasting
Mapping out your Workflows and analyzing your Workloads allows you to make sure that each team member is equipped to do their most productive, satisfying, and profitable work – and it allows you to plan for profitability. In this module, you will learn to use your Workloads to more accurately forecast your business growth and scale to the next level!
- Forecasting with your workloads
- Forecasting your $$$ business growth
- Forecasting for profitability