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Organizational Applied Strategic Planning (OASP)

Organizational Applied Strategic Planning

Strategic planning is worthless - unless there is first a strategic vision.
- John Naisbitt

Organizational Applied Strategic Planning and Consulting (OASP)

Organizational Applied Strategic Planning is the process by which the leadership of an organization envisions its best possible future and then creates the necessary goals, objectives, and systems to achieve that future. The end result is an action-oriented plan which guides effective, profitable, value enhancing systems and daily actions toward specific goals and objectives supportive of your organization's core values and vision. Our Organizational Applied Strategic Planning process is intended for dental associations, societies, academies, dental schools, group practices, and for-profit companies who desire a plan you will actually act upon.

Some outcomes of ASP can be as follows:

  • To create a clear energizing vision and plan responsive to your organization’s needs, core values, and competencies that promotes continuity of purpose even as leadership changes. (Avoid Zig-Zag.)
  • To raise the value for active involvement among all stakeholders. Special attention will be given to those segments whose participation would enhance your organization's impact and contribute to the attainment of your vision.
  • To create a proactive Fiscal Plan that opens additional avenues of income, allowing your organization to strengthen income streams, control costs, and increase operational reserves. Well-executed ASP typically add at least 25% to the bottom-line EBITDA.
  • To refine the recruitment, development, and alignment of your team and leadership in the context of your vison and Applied Strategic Plan. (Non-profit, volunteer organizations inadvertently become staff driven in lieu of member driven when the member leaders are not enlisted in the creation and execution of an ASP.)
OASP
  • To proactively increase personal fulfillment for your increasingly diverse team.
  • To invigorate and align existing departments and/or committees’ role in support of the Applied Strategic Plan.
  • To create continuity of action over time regardless of changing leadership. (Prevent Zig-Zag.)
  • To elevate effective communication across all levels of the organization.
  • To develop a plan for the continuing innovation to support all of the above.
  • To defeat competition.

Benefits

  • A renewed sense of purpose resulting in fully engaged team of Steward stakeholders eager to contribute to your vision and mission with a greater sense of ownership.
  • Clarity of each team member's role in achieving the vision.
  • Focused opportunity to envision the significant marketplace changes and your most effective responses to the challenges and opportunities in the next several years. Some of those can include: generational change, competition, legislation, health care shift, education, charitable works, public image, and a changing, often disruptive marketplace.
  • Elevated value for your products and services in the mind of your target customer/client.
  • Increased customer or member service, financial stability, and profit.
  • Appropriately growing your organizational, influence and position in all matters relating to your marketplace.
  • Amazing level of orgnizational alignment.

Who Should Participate:

If your organization zig-zags with every new leader, is struggling to fulfill its highest aspirations, maintain membership, grow market share … or if you are simply seeking new ways to break through to the highest level of success, this program is for you.

R.L. Frazer & Associates Faculty:

Our OASP can involve multiple members of our faculty depending on the size and complexity of the organization.

Resources

What Participants are Saying

Thank you so much for the fabulous Applied Strategic Planning sessions for the International College of Dentists. I have attached the final report with the Integrated Action Plans (IAP's) that were approved by the Board of Regents last fall in San Francisco. We have updated the IAP's for our Executive review held in January; I could send you those if you wish. Please let me know too if you would also like a scanned electronic copy of the report.

It is an exciting thing to see the wheels moving forward...with a firm direction no less.

Thank  you for all the work you have done to assist us in seeing the path to becoming a better organization. It is very much appreciated.

Carol I. Turner, Internationl College of Dentists
Rockville, MD

What Participants are Saying

Powerful, challenging; and this has had great impact in making positive changes in my life.

Becky Smith, PhD, spouse & former team member
Bozeman, MT

What Participants are Saying

The quiet, facilitative environment in a retreat setting coupled with the ability to mastermind with other couples and teams made Applied Strategic Planning a life-transforming experience. Bob is an exceptional mentor who has the expertise and personality to guide individuals through this challenging process. If you commit to the work required, your personal and professional lives will be those of your dreams.

Dr. Betty Barr, Pediatric Dentist
Denver, CO

What Participants are Saying

Regarding "Attracting, Selecting, and Retaining High Achievers: A Hiring Program" November 25, 2012 Dear Bob and Angela, Sandy and I want to thank you for the enormous assistance you provided in helping us find an administrator for our Dermatology practice. Your formula to find an eagle to lead our office was a seasoned, systematic approach. It allowed us to identify and select a candidate that was a wonderful fit, taking into account technical abilities, aptitudes, experience and personality. During the process, we also learned a lot about ourselves, and as a result, how to better interface with this eagle. Working with you was also extremely enjoyable for us. Both of you were genuinely enthusiastic, friendly and fun to deal with during each step of the process. Our new administrator has now been with us for 3 months, which has given us time to assess her abilities and potential. We are very comfortable that you have helped us choose wisely, and that we selected an administrative leader who will help our practice grow and make our lives easier. We thank you very much for your committed, knowledgeable and kind help.

Richard D. Wortzel, MD, PhD; Sandra Horlick Wortzel, MD, Bucks Dermatology & Facial Plastic Surgery
Langhorne, PA

What Participants are Saying

“Bob is one of the finest human beings on this planet. Through his vast knowledge and compelling coaching style, Bob helped me build the practice of my dreams. His stategies for visualizing your success and setting a course for reaching your goals are sound and proven. Far more important, however, is who Bob is rather than what he knows. He leads by example, always taking the high road, yet never leaving one with a sense of arrogance or impatience. His courage is palpable and his cup is always completely full. Anyone who aspires to high achievement will do well to fly with this eagle.”

Dr. Phil Potter, Wiederman-Potter
Irvine, CA

What Participants are Saying

For me, the overall A.S.P. Series was a process that was long overdue for the USA Section. As I stated at Retreat II, this planning technique was entirely different from the others I was involved with. With our continued diligence, I have great faith that this will be of enormous benefit to the Section. In addition, it was a great learning experience for me personally. I believe this will make a difference to me in my practice and in the way I conduct my life.

My involvement in the Environmental Scan was most meaningful part from the retreats. Such work! However, what I learned about everything that will have an effect on the College, the profession of dentistry, and me personally was incredible. That and working with such an energetic, professional committee was a great reward.

For the College, this process set an agenda with a mission and goals for us to proceed in a productive and efficient manner. As we proceed, the Section should gradually strengthen and rise in prestige and influence. For me personally, it helped me to align and realign my life’s priorities. Professionally, it became a method of reexamining the way I conduct my practice and my professional goals.

The first retreat was a great intro to the ASP process and how it differed from other SP processes. It tied together the books we had read by Covey and Sinek, as well as the Organizational Health Survey and other resources you provided us to make sense of what we were going to do and to inspire us to exert the energy to get it done. The Values audit helped us define our core values and how to create a new Mission for the Section.

As we proceeded from the first retreat forward, it was exciting to take all our work and formulate a strategic business model, and then the integrated action plans to give us an actual roadmap and timetable for achieving our goals.

Thanks, Bob, for a wonderful life experience. I believe it will be valuable for the Section and for me personally.

Curtis Johnson, DDS, International College of Dentists

What Participants are Saying

Since Retreat I, we have had four staff meetings and the word dentistry has yet to be mentioned! Very powerful meetings! Tears, hugs, the whole nine yards. This Wednesday, I hope to progress to writing our personal mission statements. I can tell that when dentistry is approached by the team, it will have a different angle. They have already, almost unconsciously, begun to see answers to questions through the prism of their closely held values. This path is more difficult than I had imagined. And, I'm not referring to how we practice dentistry. I feel like an ancient sailor who has sailed from port not really understanding what will happen, but sure of our direction!

Written the first year after taking the Applied Strategic Planning Series: Bob, the changes here are truly phenomenal! We are now in our beautiful new office, production and collection has risen over 50% and I swear we are not working as hard. I just stopped to listen the other day, and it is simply wonderful to hear and feel this new energy. People should be standing in line for this experience. Thank you my friend!

Dr. Don Taylor, Buda Dental Professionals
Buda, TX

What Participants are Saying

Bob & Bill, I left Austin with an EI – hangover, in love with my team and confident that I can become the leader I imagine. These are rough times in Michigan and in dentistry. You two together (the combination of psychology and advanced restorative dentistry) are amazing.

Dr. Susan Maples, DDS
Holt, MI