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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

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

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

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

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

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

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.

Dr. Tom McDougal, Past President, Dallas County Dental Society
Dallas, TX

What Participants are Saying

The NSC is such a big part of my life and things will never be the same. The world is opening up in such a beautiful environment and I am so grateful.

Dr. Bethany Piziks
Cadillac, MI

What Participants are Saying

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.

Cory Richie, RDH
Holt, MI