Explore our leadership development services
Wipfli’s Leadership Essentials training program provides flexible leadership development designed for your company’s unique needs.
This multifaceted journey equips leaders with the skills and confidence to build high-performing teams, align with strategic goals and deliver measurable ROI. Whether you’re preparing emerging leaders or strengthening experienced managers, Leadership Essentials provides a common foundation for leadership across your organization.
Effective collaboration is critical for success. A highly functioning team can exceed expectations, while inadequate teamwork can leave your organization running in place.
Wipfli takes a data-based approach to your team development. We use scientifically validated assessments to understand individual and group dynamics and examine how your team functions regarding trust, conflict resolution, commitment, accountability and performance.
Based on your results, we create customized, interactive team-building and problem-solving exercises to address the specific dynamics of your team.
With our program, your employees develop an increased awareness of self and others and learn how to work together effectively, helping you create high-performing teams.
To transform your organization, you need leadership that transcends.
Wipfli’s leadership coaching services help high performers, new leaders in transition and executives who aren’t reaching their full potential excel by addressing specific skill deficits and focusing on the key aspects of leading others.
Our process
Through a three-step process — discover, conquer resistance, transcend — we help leaders understand themselves, challenge limiting beliefs and embrace growth.
- Discover: We help leaders understand how they operate, identifying their core values, beliefs and strengths, as well as the behaviors acting as obstacles to their success.
- Conquer resistance: We challenge individuals’ beliefs and assumptions about their leadership and recruit a team that can support their development.
- Transcend: We help leaders find their edge and leverage it so that they can transcend their limitations, and we enable them to foster an ongoing, relentless curiosity through a growth mindset.
Our approach
We offer two coaching options to match your organization’s needs:
- Rise: Wipfli’s Rise is an accessible, 90-day approach to help your most critical leaders reach the next level in their growth. If your organization is in the process of transformation or innovation, this approach can help your leadership rapidly realize their capacity to own and drive change.
- Transform: Wipfli’s Transform approach provides leaders with long-term support to help them develop the skills they need to better guide your organization. During this six-to-12 month approach, we support them with personalized, one-on-one coaching to help them develop critical leadership skills, such as EQ and executive presence.
For both approaches, our coaches apply proven assessment tools — including 360-degree evaluations, EQ-i 2.0 and Predictive Index — and in-depth guidance to help your leadership transcend and create a lasting impact.
Talent is one of your most vital resources. And in a tough labor market, acquiring and allocating it effectively becomes even more critical.
Talent assessment tools can help ensure your organization is hiring people who fit your culture and giving them roles where they can thrive. Let Wipfli help you make data-driven decisions about your people with these assessments:
Predictive Index
Solve your people problems faster with Wipfli and Predictive Index (PI).
Wipfli is a certified partner of PI, a talent optimization platform that has helped thousands of organizations for more than 65 years. We help you take advantage of PI’s assessments and data-driven strategies so that you’re not just hiring the right people but also designing better teams.
Together, we’ll help you combine your people strategy with your business strategy so that talent stays engaged and capable of giving you their best performance.
EQ-i 2.0
Better support your organization’s current and future talent development needs.
Wipfli can help your organization facilitate the emotional quotient inventory (EQ-i) assessment process and evaluate your results so that you can improve your people strategy. Using EQ-i, we can help your people create effective development plans and increase leadership readiness by identifying individuals with the leadership qualities your organization needs.
360-degree evaluations
Wipfli can help your leadership gain a new perspective with 360-degree evaluations.
The 360-degree review focuses on gathering feedback from a variety of sources, helping the recipients better understand how others perceive them and identify areas where they can improve their leadership.
Wipfli can help you facilitate 360-degree evaluations so that you can build more effective plans for developing your people. With our 360-degree evaluation support, you can find new ways to increase employee productivity and engagement and ultimately enhance your organizational performance.
AI-ready leaders
Equip your leadership with the skills they need for practical, value-driven AI adoption.
Insights and resources
CASE STUDY
Cultivating leadership unlocks breakthrough growth
See how Thompson used intentional leadership development to grow from $8M to $60M in revenue and expand its capacity for mission impact.
ARTICLE
Capital deployment strategy signals | Wipfli
Explore five signals your capital deployment strategy may be creating operational drag, limiting scalability and reducing financial performance.
ARTICLE
AI in senior living: How organizations can use AI to scale smarter
AI is changing how businesses and organizations operate across sectors — and healthcare is no different. But while senior living leaders are curious about AI’s potential, many are unsure of how to convert that promise into meaningful results in areas like medication management, EHR analytics, personalized care and an all-around better experience for residents. However, the biggest roadblock here is often not technology, but mindset. Keep reading to learn more about how to solve that, plus more effectively implement AI within your senior living organization. What’s stopping senior living organizations from embracing AI? Faced with challenges like rising costs and Medicaid cuts that are already taking effect, many senior living organizations could benefit from finding efficiencies through AI. But this has proven easier said than done, in part because embracing AI demands a mindset shift. AI is a change management problem While integrating AI into your senior living organization does require implementing new tools and upskilling your team, it’s also largely an exercise in change management. Your team is used to operating one way, which can make building and sustaining the momentum you need to rebuild your systems or processes to take advantage of AI or automation tools feel a little bit like pushing a boulder up a hill. According to a survey of Wipfli clients, 91% of businesses or organizations report that non-technical obstacles are the biggest blockers to better leveraging new technologies like AI. Meanwhile, only 19% of executives actually feel comfortable leading an AI-transformation effort. In other words, because AI is still such a new and rapidly developing technology, organizations and leaders don’t feel comfortable with it. And that discomfort can make it harder to create results. Haphazard AI use can actually slow adoption and create chaos Is your senior living organization currently using AI? If your first instinct is to answer no, there’s a very good chance you’re wrong, because some of your individual team members are almost certainly using AI tools, regardless of whether they have buy-in from leadership. However, this risks creating a wild west scenario, where AI gets implemented piecemeal or haphazardly and without any overarching AI strategy. In this situation, you won’t have any governance standards, policies or processes to help ensure consistency, and can even risk HIPAA violations by exposing PHI to AI tools that don’t meet compliance requirements. Plus, such haphazard efforts will often flounder, blunting momentum for a more organized AI implementation plan. How should senior living organizations more effectively leverage AI? For senior living leaders looking to develop an effective, organization-wide approach to AI, the process matters. Specifically, you want to determine where you want to go, how you’re going to get there and what tools you’ll need to succeed. 1. Establish direction by identifying specific problems you want to solve A good AI strategy doesn’t mean buying your team a ChatGPT Pro subscription. Instead, identify specific problems within your organization where AI could make a difference. For example, if your organization is struggling to find skilled healthcare workers to fill key roles, consider whether AI could allow you to deploy your existing team more effectively by automating certain lower-level tasks so your staff can focus on more patient-centric work. Or can AI analyze data from your EHR to identify patient health trends you can use to improve care? Here, it can be good to lean on an advisory firm to help assess your current systems and processes and find gaps that AI could fill. You can also do this entirely in-house, so long as you keep the focus on looking for problems to solve. 2. Design your AI implementation strategy Once you’ve found problems that AI could help solve, you need to build a framework for implementation. This means designing an organization-wide AI strategy to help put new solutions into place. This includes laying out specific steps in the implementation process, identifying leaders or change champions to actually spearhead the rollout and establishing KPIs. It’s also essential to evaluate your existing data sources and prepare them for use by AI tools, a process that can include establishing a centralized data repository or warehouse. During this effort, you’ll need to consistently communicate with your whole team about why change is happening here and how they can help, as well as consider what training or upskilling opportunities you’ll need to provide. 3. Deliver by implementing specific tools that fit your strategy At this point, you can start implementing AI tools to solve the specific organizational problems you’ve chosen to target. However, this isn’t just a one-and-done event, but an ongoing process that involves both choosing the right tools and embracing the human, change management side of the equation. Your advisor can help you decide which AI solutions make sense for your needs, as the market has brought forth a dizzying array of options. Within your organization, communication remains essential, as you need to not just establish momentum, but maintain it. How can leaders prepare to oversee an organizational AI strategy? An effective AI strategy typically starts at the top, with commitment from leadership. So how should leaders prepare to oversee this effort with an eye towards more effective change management? Here are key leadership pillars to consider: Self-awareness: Before you ask your team to change by implementing AI, are you prepared to do the same? AI literacy: Your leadership team and organization need a shared understanding of what AI actually is and how you’ll be using it. Change leadership: Don’t just throw change at your team, but implement thoughtfully through planning, clear communication and celebrating wins or milestones. Effective use of resources: Throughout your AI implementation process, consider what work is being done, who will perform it, when it should happen and why it matters. Coaching and upskilling: Create training or coaching opportunities for your whole team to adapt to the changes within your organization. Read more Maximize new tax strategies for senior living providers 5 strategic planning imperatives for senior living organizations Embracing change in senior living: The path to innovation and growth
Reach out to our leadership development team
Meet the leadership advisors who can help you develop stronger leaders, build bench strength and drive lasting organizational performance.
LET'S CONNECT
We’re ready to provide you with the practical strategies and hands-on implementation support you need to transform your organization’s trajectory.
