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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

“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

Applied Strategic Planning has been the most beneficial investment of time, energy and money we have ever made! Without it, I can't imagine what the future might look like. This powerful process and your leadership brought clarity to who we are, what we want to be and how to go about getting there. It made us create our future on purpose rather than just letting it happen. It focused us on a target and plan. At the same time it brought energy, enthusiasm, commitment and ownership to all participants. The words "Thank You" are not strong enough for all you have done for us!

Joan Forrest, Executive Director, Dawson Center for the Advancement of Dentistry
St Petersburg, FL

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 Frazer speaks the truth. Under the mentorship of Bob, our practice has transformed from a good practice to an insurance independent, relationship based practice. We see fewer patients, present ideal treatment with high case acceptance. Most patients have managed care plans and visit us out of plan to seek higher quality and customer service. Fewer patients, full fee, less stress---you do the math!

Mickey Bernstein, DDS, FAGD, FACD, FICD, Accredited Member and Past President AACD

What Participants are Saying

Dr. Bob Frazer was outstanding. I announced during his introduction that, in an effort to get more members to stay through Friday, I had saved the "keynote" for Friday. I could only hope that his presentation would provide the "Wow!" factor I needed to finish out the meeting. Everyone was tired, low on energy, and ready to go home, and then Bob started speaking. Within the first 30 minutes of his three-hour presentation, Bob had our energy levels back up, we were re-energized, and everyone was on the edge of their chair and participating. After another 15-20 minutes I left briefly to go to the restroom, where another Schulman Group member commented, "Have you noticed how the energy level in the room has spiked?" We both laughed and rushed back to the room so we wouldn't miss too much of the presentation. I can't tell you how pleased everyone was with Dr. Frazer's presentation; they were overwhelmed. Please accept my sincere gratitude for recommending Bob!

Dr. Ron Redmond, Director, Schulman Orthodontic Study Group

What Participants are Saying

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,

Darly Scott
President
Surlean Foods

Daryl Scott, Surlean Foods
San Antonio, TX

What Participants are Saying

That was some of the best fly fishing I've ever experienced outside the Arctic! The fellowship and the discussions in the Think Tank are fun and stimulating as well.

Bud Ham
Denver, CO

What Participants are Saying

I've been on the Salmon River Adventure with Dr. Bob twice now, and would do it again!  Being immersed in untouched nature and beauty was very healing for my heart and soul, and I met many new friends.  The guides were amazing..always attentive to any needs. They cooked all our meals and the food was wonderful!  I wasn't sure about "camping" for a week, without a real toilet or bed, but it was no problem and was very comfortable. A lovely trip that I highly recommend!!

Dr. Bethany Piziks
Cadillac, MI