Strategic Planning and Organizational Design UpLevel Ops legal operations consulting

Strategic Planning & Organizational Design

Transforming how legal work is done within a company would be inconceivably difficult without an actual plan for the team to work towards. A strategic plan often called a roadmap, is simply a visualization of the steps needed to meet the department’s goals.

These plans show there is a method to the madness. They also help determine what projects are low-hanging fruit, which will result in cost savings that can be used to invest in more complicated projects, help with prioritization, highlight the need for new or enhanced tools, and perhaps most importantly, illustrate the need for human resources, both insourced and outsourced. This roadmap also acts as a visual method of communicating goals and progress towards them to the rest of the team.

Planning begins with evaluating current-state practices, and UpLevel crafts multi-year, practical, actionable roadmaps to develop and optimize talent and enhance org design to ensure optimal levels of support from within the organization.

How UpLevel Can Help

To understand what priorities need to be addressed and the best way to address them, UpLevel Ops will perform a deep dive with in-house team members as well as key stakeholders outside of Legal to answer questions such as:

  • Are my resources aligned with my goals?
  • What roadblocks are my team facing?
  • What processes & tools need to be updated/replaced/retired?
  • Can any in-house work be outsourced, and can strategic work sent to law firms be insourced?
  • How are we managing outside counsel, and can work be moved to alternative service providers?

 

Our goal is to understand your organization, long-term strategy, processes, technology, outside counsel usage, people management, learning and development, and other topics you’d like us to assess. We review and analyze any data or documents provided by your team, calibrate initial ideas, and prioritize a set of realistic, practical recommendations.

After iterating with your leadership team on these prioritized recommendations, we develop a 3-5 year Strategic Plan with Organizational Design to help you meet your goals.

Get Started

UpLevel Ops experts are ready to help drive innovation and establish long-term goals for your Legal department through improved Strategic Planning & Organizational Design.

To get the conversation started with UpLevel Ops, please fill out this form, or email us at info@uplevelops.com.

We look forward to hearing from you soon.

“The UpLevel Ops team was a pleasure to work with and delivered a report that was on time and on point.”

“I am very happy we selected UpLevel Ops to conduct an assessment of our General Counsel function, and I was extremely pleased with both the work process and final product, which I believe will serve as a blueprint for process improvement for years. Inciteful, knowledgeable, flexible, and great communicators.”

– Paul M. Zimmerman, General Counsel, Office of the Chief Executive, Management Sciences for Health 

 

Contact Us

For more information about UpLevel Ops, please email us at Info@uplevelops.com or let us know your area of interest through this form, and one of our legal ops experts will get back to you shortly.