Many C-suite leaders are feeling jaded by transformations that are exhausting, costly, and often fail to deliver on their promises.
Leadership Development
To drive significant change, organizations need leaders who go beyond directive styles, embracing inclusive and inspirational leadership. This shift empowers the entire organization to achieve excellence collectively.
Aligning Executive Teams and the Organization
A clear purpose breathes life into an organization, fostering personal growth, commitment, and engagement. Facilitated planning discussions create shared understanding and ownership, aligning the entire organization with a unified, energized focus on execution.
Systems and Culture
Bad systems will always undermine good people. Transforming the organization’s DNA for excellence requires addressing both the social and technical aspects of change. While new designs, processes, and technologies are key, true sustainable impact comes from improving the entire system.
Strategic Partnership
Without the proper support, many organizations settle for incremental, costly change. Partnering with a strategic advisor maximizes impact, boosts employee engagement, and accelerates meaningful transformation.
Achieving transformational results isn’t as simple as just having the right ingredients. Much like baking a cake, success depends on mastering how those elements come together. UP’s formula is a proven recipe that guides our clients to consistently achieve exceptional outcomes.
What makes the formula effective?
Just as a chef masters their craft through mentorship, hands-on experience, and relentless trial and error, our unique formula was developed through:
Our formula, combined with our Purpose-Process-People Management System, enables us to drive cultural and performance transformations that truly meet and exceed expectations.
The blue section of the formula represents the “Learning Cycle.” Here, we focus on problem-solving techniques that build the organization’s capability to continuously learn and adapt.
The red section highlights the “Mastery Areas,” which are developed intentionally through on-the-job learning, guided by a master coach and tied directly to the achievement of key goals.
Together, the blue and red elements drive immediate performance improvements while simultaneously building deep, lasting organizational knowledge for the future.
Whether starting at the team level or scaling from the top down, enterprise-wide transformation will eventually become essential. Our proven approach is rooted in the same principles used by today’s most enduring and successful companies. • Accelerating Business Transformation • Value Diagnostics • Organization Capability Assessments • Leading by Principles • Defining Values, Vision, Strategy and Mission • Management Systems for Excellence • M&A Integration • Operating Model Design • Deployment Roadmaps • UP Promotion Team Configuration • Reward & Recognition System • Transformation PMO and Change Management • Value-Stream Organization Design • Designing Organizations for High Performance
Effective decision-making drives performance, yet many leaders lack the insights or experience needed to shape the future. To succeed, leaders must develop the mindset and skills to think and act like innovators. High-performing, innovative teams create better solutions and bring them to market faster. They challenge conventions, envision possibilities others overlook, and pursue bold ideas with relentless drive, contagious energy, and a collaborative spirit. Mastery of innovation accelerates time-to-market, delivers high-value products to customers, and maximizes ROI on R&D investments. • Accelerated Innovation Ideation • Agile for Teams & @Scale • Product Development & Delivery • Technology Development & Delivery • Project Development & Delivery • Changing Thinking Modes • Expansive Thinking Techniques • Idea Sessions & Prioritization • Experimentation Method • Innovation Assumptions Testing • Rapid Prototyping Techniques—3P • Problem-Solving 8 Steps and A3’s • Decision Management
Accelerate and amplify the impact of your strategy with the world’s most proven high-performance execution process. Success hinges not just on having a great strategy, but on the organization’s ability to execute it effectively. Achieve enterprise-wide alignment, a strong connection to purpose, and seamless cross-functional integration—unlocking your organization’s potential to deliver breakthrough results. • Defining Values, Vision, Strategy and Mission • Analyzing the Present Situation • Defining the Mission & Strategic Vision • Setting Breakthrough Objectives • Strategy Cascade • Vertical & Horizontal Two-Way Conversations for Integrated Planning • Strategy A3’s and Consensus Building • Accountability Contracts • Strategy Execution Management • Self-Managed Measurement Systems • Check and Review Cadence • Visual Systems for Strategy Excellence
Outperform your competitors, accelerate value, and free up cash for growth by mastering work process design and continuous improvement. Investing in this capability equips your organization to build reliable routines while adapting swiftly to change—creating safer, simpler, cost-effective, and customer-focused processes. When problems arise, it’s easy to blame individuals, but the root cause is usually found in the process, not the people. At UP, we focus on fixing flawed processes, recognizing that exceptional processes set your team up for success. • Designing Agile & Simple Work Processes • Work Activities, Connections & Flow • Asset Management • M&A Integration • Customer-to-Operations Alignment • Built-in Quality/ Quality Improvement • Just-In-Time Delivery • Level Loading Processes • Working to Takt Time • Visual Management & Help Chains • Avoiding & Eliminating the 8 Wastes • Standard Work • Managing Processes for Agility & Adaptive Innovation • Value Stream Management & Improvement (Working across silos) • Targeted Performance Improvement • Defining Internal Customers Wants & Needs • Metrics & Huddles • Daily Performance Management • Problem-Solving 8 Steps and A3’s • Testing & Experimenting for Improvement • Thriving in Change • Idea Systems • Knowledge Sharing & Replication • High-Performance Principles, Rules & Mental Models • Kata Routine • Frontline Coaching for People Development • Business within Business Performance Management • Other Quality, Lean & Six Sigma Principles and Tools
Elevate the mindset, behaviors, and capabilities leaders need to serve, empower, and inspire their teams—unlocking inclusion, engagement, and agility for delivering exceptional customer value. Our leadership development approach drives remarkable results: leaders become more focused on what’s best for the organization and on mentoring future leaders, while simultaneously delivering greater impact. • Understanding Customers & Aligning the Organization • Challenge & Respect for People • Operationalizing the Strategy • Managing Horizontally & Vertically • Visual Management for Clarifying Expectations & Accountability • Increasing Organization Accountability & Self-Management • Management System for Sustainable Growth • Organization Learning System • Leader Standard Work • Coaching, Leading & Building Effective Teams • Developing an Ultimate Performance Culture • Learner & Performance Mindsets • Self-Mastery & Developing Others on-the-job • Revealing the Thinking Process of Others • High-Performance Mental Models • End-to-End Value Stream Ways of Working & Organization Teaming • Unlocking Innovation & Creativity • Systems Leadership • Purpose & Principles-Driven Leadership • Servant & Distributed Leadership • Influencing Others • Reflection, Execution & Failure for Fast Learning – Asking Why • Coaching Kata Routine • Understanding Leadership Styles, Strengths & Weaknesses • Leadership Bootcamp & Simulations
Transform teams into high-performing units that drive stronger business results and boost employee satisfaction. Our proven methods and tools harness the latest innovations in team effectiveness to deliver exceptional outcomes. • Team Diagnostics of Collective Strengths & Developmental Needs • Purpose & Priorities Clarity & Alignment • Teams Charters • Trust Development & Respect for Others • Thriving in Continuous Change, Innovation & Improvement • M&A Integration • Reflection & Execution as Learning • Mutual Accountability & Performance Tracking • Empowerment & Self-Regulation Capability • Influencing Others • Relationships & Interpersonal Dynamics Enhancement • Candid Dialogue for Productive Debate
Confirm business goals and people to develop
Expose learning needs to achieve goals, causing pull for mastery.
Build Mastery and deliver impact at speed.
We engage based on your readiness for change, working with teams, business divisions, or across the entire enterprise.
Wherever we begin, we apply a proven formula to cultivate cultures of enduring excellence.
Our unique formula creates a harmonious balance between business improvement needs and the development of people’s capabilities.
We address your organization’s performance health holistically, improving collective systems much like a health regimen that strengthens all the body’s interconnected systems—skeletal, muscular, nervous, circulatory, respiratory, and digestive.
We specialize in changing ingrained habits, empowering frontline operators and technical staff to drive lasting impact.
1We work closely with executives to align business strategies and cultivate growth-oriented cultures.
2Our philosophy centers on empowering organizations to build internal capabilities, not foster dependency.
3Our approach leverages proven methods from adult learning practices and neuroscience for effective transformation.
4We coach teams in real-time, building new skills and behaviors while delivering on strategic business goals.
5We foster a learning organization by embedding continuous improvement into everyday operations—because improving the work is the work.
6We tie learning to immediate return on investment and our clients often see greater than 20X ROI.
7We bring real-world experience and proven success in applying these practices within energy companies.
8Click below to book a no-fee consultation and start your journey with UP.
We’ll connect to discuss your organization’s challenges and opportunities, exploring tailored approaches to achieve your desired outcomes.
We align on resources and focus areas to kick off your journey. Together, we’ll drive impactful change.
