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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

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

I want to personally thank you for all the work you have put into making the ASP process a success for our 13 doctor group. We could not have gone through this without your guidance, hands-on care and enthusiasm. My only regret is that I will not be with you as frequently as during this past year. My hope is to get with you at other courses and activities you offer to continue to grow both my leadership and our friendship. I look forward to our future experiences together.

Dr. Gene Bloom, Cody Dental Group
Denver, CO

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

As a leader, I had the privilege of being part of a life-changing experience. An extraordinary vehicle for open discussion with our team about what we want out of our work. The vulnerability, the honesty, the sharing helped us get a clear vision. Finally, watching a young DDS's efforts pay huge emotional and monetary dividends.

Dr. Mark Cook, DDS
Carbondale, CO

What Participants are Saying

We have come a long way since March! One of the greatest opportunities of this (Organizational Applied Strategic Planning) process was the chance to get to really know you and appreciate you in many different ways. We did a lot of work and there's more to do, but we should all be proud of what we have accomplished. Your participation was powerful and important. For that I acknowledge you on behalf of the Missouri Dental Association. Know that through your vision and thoughtfulness, you and other members of the committee have set a path for the MDA to follow for the next five years.

Dr. Robert Nelson, Past President, Missouri Dental Association
Jefferson City, MO

What Participants are Saying

"We have used R.L. Frazer & Associates for numerous strategic planning and emotional intelligence training projects with our operating companies through the years. At one point we had 3 different operating businesses and R.L. Frazer worked with all 3 companies. Each one of these businesses had their own unique size, scope, and market challenges. In each instance, the process we used could account for those differences and help us achieve a future of choice. We started using his firm in 2008 with one of our businesses, New Earth. New Earth became the largest organic composting business in the state of Texas using the framework of Applied Strategic Planning that Bob and firm teaches. I would highly recommend him and his team in this capacity."

Neal Evan Leonard, CEO, Leonard Holding Company
San Antonio, Texas

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

I believe Applied Strategic Planning is a most valuable tool for practice development and team building. After all, I am back for a 3rd time, my 2nd with you. ASP has been an incredible tool for taking my practice from one level to the next. By working with my team to develop our personal visions and by sharing with one another, we build a foundation for creating a vision of our mutual future of choice. When such a group goes through this process of defining values and creating their vision, a very powerful sense of teamwork and mission is realized. This synergy has propelled my practice to new heights each time we have participated in the process. I cannot wait to see how quickly things change again. Thank you for creating such a great process for dentists to use in their practices.

Dr. Mark Kogut, Pediatric Practice
Dallas, TX