WE ARE SERIOUS!
At InitiativeOne, we engage in partnerships where both parties are equally committed to personal and team transformation. We avoid one-off vendor relationships that provide merely a service or a commodity in exchange for dollars!
Twenty-six years of experience with over 8000 leaders and 700 firms has taught us definitively which leaders and firms are serious! In our first conversations, before we agree to partner with any firm, we look for the five key success indicators in the other party’s behaviors and attitudes, essential for a “10” outcome.
If all five success indicators are not evident, we respectfully decline the opportunity. This is not arrogant! It is respectful. It is not helpful for the other party to have a nice vanilla, non-sustainable outcome, nor is it helpful to InitiativeOne’s mission and reputation.
At InitiativeOne, we do not deliver mere leadership development or training! We are the catalyst for raising the trajectory of leaders, personally and professionally, and the organizations they serve!
We do not do magic or kumbaya! We challenge our partners to discover and execute pragmatic pivots that lead to greater, measurable, sustained results!
At InitiativeOne, we are serious about partnering with serious people for serious transformation. If YOU are serious about real, positive change in your future and in your organization, reach out to us. We would welcome the opportunity to explore a potential win-win partnership that helps the world we serve!
When People Grow, Performance Grows
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Deep trust → smoother conversations, quicker alignment
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Real clarity → less rework, less tension
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Shared focus → more flow, fewer fires
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Courage + accountability → faster execution with heart
Emotional health isn’t extra — it’s the engine for performance.
Organization Leadership Transformation
You’re serious about eliminating drama. And maybe you’ve tried leadership training and development programs to help you get there, only to see your team slide back into old habits. Our signature Leadership Transformation process is designed to make change that lasts. It’s an immersive and authentic collaborative experience where you’ll break down barriers, undo harmful attitudes, and learn to work together in an environment of honest, trusting behavior. Environments, where excellent communication and strong relationships flourish create better work, better decisions, and better results.
Team accountability is part of the secret sauce of our Leadership Transformation process. So you’ll see the biggest impact when your whole leadership team or organization goes through the process together. We’ll provide sustainable tools to encourage communication, innovation and creativity. And your team will build the connections, compassion and confidence that creates an engaged and energized workplace.
Includes:
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PDP Pro Scan® Leadership Assessment
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Organizational Discovery
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Individual Coaching
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Team Coaching
Instilling team Leadership Transformation
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Decisions move faster with less friction
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Accountability feels shared, not forced
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Teams execute with clarity, not confusion
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Cross-functional relationships strengthen
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People show up more grounded, more confident, and more engaged
Get a taste of leadership best practices. REGISTER for THINK TANK.
Public Education Solutions
InitiativeOne partners with public school districts, superintendents, principals, and board leadership teams to solve the cultural challenges that slow progress. From boardroom conflict to staff burnout and community pressure, we help education leaders build trust, accelerate decision-making, and reduce drama.
Our leadership transformation process equips educators to lead with clarity, improve staff morale, and create cultures where students and teachers thrive. We guide district leadership teams through real conversations - not theory - resulting in improved alignment, faster execution, and healthier school culture.
Manufacturing Solutions
Manufacturing runs on precision, performance, and people. Many organizations invest in LEAN, Six Sigma, and process improvement; but without strong leadership and a healthy culture, those systems struggle to stick.
InitiativeOne helps plant leaders, supervisors, and executives create the trust and accountability that make LEAN work. Our leadership transformation process reduces drama, improves communication between shifts and departments, and accelerates decision-making on the floor.
When leaders align, waste drops, safety improves, teams take ownership, and production moves faster with fewer errors.
Healthcare Solutions
Healthcare leaders face constant pressure; staffing shortages, burnout, patient care demands, regulatory change, and fractured teams. InitiativeOne partners with hospital executives, physician leaders, nursing teams, and healthcare administrators to create environments of trust, collaboration, and emotional resilience. Through our leadership transformation process, healthcare leaders learn how to communicate clearly, reduce conflict, make faster decisions, and create cultures where caregivers feel valued and patients receive better care. When trust goes up, burnout goes down, and patient outcomes improve.
Finance/Retail Solutions
InitiativeOne partners with wealth management firms and financial planning teams to strengthen leadership habits, communication systems, and client-service excellence. We help advisory firms build the internal clarity and collaboration required to deliver a consistent, high-confidence experience for clients across every interaction.
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Strengthen team alignment across advisory, operations, compliance, and client-service roles
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Reduce decision bottlenecks and internal friction that can slow AUM growth
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Increase advisor productivity through clearer roles, expectations, and accountability rhythms
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Support succession planning and next-generation advisor development
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Build a culture that attracts and retains top advisory talent in a competitive market
Firms that invest in leadership excellence see measurable improvements in:
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Client retention and referral momentum
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Advisor confidence and communication quality
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Operational efficiency and decision-making speed
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Firm reputation and community presence across Wisconsin
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Long-term enterprise value, stability, and scalability
