Organizational Applied Strategic Planning (OASP)

Your insights have helped shepherd me on my "journey" to a practice of continual excellence. Your Strategic Planning Series was outstanding in providing tools to create and attain the vision that I have had in the back of my mind for several years.

As I think back on your ASP Series that I was involved with several years ago, I realize it was the beginning of a process that has allowed me to grow in the direction of my dreams. The thought progression and introspection gained through the series allowed me to clarify what I actually wanted in my journey. The methods you taught have proven invaluable not only in my practice, but other aspects of my life as well. I am thankful for your mentoring and friendship in my continuing pursuit of growth.

Thank you seems to be such an inadequate statement for the time we spent with you (during the New Patient Experience Practicum). For me it personally answered a lot of questions, but created even more - as any good paradigm shift does. We can all look back at "watershed" experiences in our careers; this has been one for me. It's more than just the practical application of Bob Barkley, it's the philosophy alive! For that I am eternally grateful.

I wanted to thank you for such an enlightening weekend. I’ve been using the Awareness Wheel (positive conflict resolution tool) often and its working! My husband is learning to use it in his business w/employees with great success. The ‘dance’ you and bill do in the workshop is very comfortable and you compliment each other well.

On behalf of myself and the Surlean Foods family of team members, I wanted to thank you for your assistance with the development of our 5 year Applied Strategic Plan. Without your leadership and coaching I do not believe we would have produced such an impactful result.  The inclusive team building approach and collaborative way the material was presented not only allowed us to adequately assess our current state, but put us in a position to envision our desired future.

The Shadow Teams were so insightful and did provide those precious "nuggets" you said they would and continue to provide the checks and balances that we needed to ensure our progress is sound.

You are surrounded by an outstanding team of professionals and we are very appreciative of Bill, Carole and Angela's passion and talents.  Our team is better because we were able to work with your team.

Our team has a common goal and a unified strategy to reach that goal. I am confident that Surlean is on pace to become "the preferred customized food manufacturer passionately serving the food service industry" as our new Mission Statement reads.

We grew as a company, a team, and individuals through the ASP process and I know I speak for the Surlean Family when I say thank you for being an instrumental part of our future of choice.

Very Truly,

Years before Lucy & I attended your Applied Strategic Planning seminar you had been instrumental in helping me change my office from one in which I was a benevolent dictator to one in which everyone played a role in planning and carrying out shared visions and goals. The ASP Series gave Lucy & me the tools to complete the very important transition to retirement. It really took work to achieve our goals as we proceeded into retiring. Your whole process in the seminar truly guided us each step of the way and for this I will always been indebted to you. My office was truly grateful also. I wanted this to be a win-win-win situation for Lucy & me, for my staff (as many had been with me 25 – 30 yrs) and finally, for my patients. Your ASP Series was vital in me achieving these three goals.

I want to sincerely thank you for the extremely positive impact you have had on our dental society. The Dallas County Dental Society has many great leaders and ambitions; however, they cannot be brought to fruition without a plan. Your ability to facilitate our setting and accomplishing of these objectives has been masterful. Any organization without a viable, ongoing strategic plan is like a ship without a rudder. Thank you for enriching our lives both individually and as an organization.

I would like to tell you how much we enjoyed your workshop and our entire Texas experience! Teresa and I have already been implementing the three-appointment approach. We are all extremely excited and pleased with the responses we are getting - we feel invigorated and liberated somehow! I believe that I may have found the most inspirational information from your teachings in my six and a half years of dentistry! Dentistry doesn't seem so stressful when you're not putting pressure on people you don't know! Thanks for the experience!

I've taken many of the most famous courses/series, but your Applied Strategic Planning Series is the first time in 17 years of practice that all my team is enthusiastically paddling in the same direction. Together with your New Patient Experience Practicum, our acceptance of complete quality treatment is up more than 50%. We've never been more fulfilled and profitable!