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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

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

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

What Participants are Saying

The Applied Strategic Planning experience was way beyond my expectations! A new vision for our practice's future ...that I helped create has had an incredible impact on me (and our entire team) personally and professionally. You gave us so many tools to carry back to the office to rectify problems, attain goals and for follow through. A big positive impact was to connect with other offices throughout the country ...this program attracts the best! There was never a moment during the retreats that I lost interest. I didn't want the last retreat to end! I hung on every single word that was said by Bob and Irene. You are both truly a blessing in my life! Thanks from the bottom of my heart.

Jan Atchison, Expanded Duty Dental Assistant, Office of Dr. Mike Frith
St. Louis, MO

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

Your Applied Strategic Planning Series helped us get ready for a big transition as my soon-to-be partner, Todd Gruen, and I prepared to take over the practice of my partner at the time, Mickey Bernstein. As you know, Mickey has had a very successful practice and is President-elect of the American Academy of Cosmetic Dentistry. Todd and I were about to try to fill some big shoes. Your program helped us identify where we needed to focus and to clarify who WE wanted to be. The involvement of the whole team made this process so much more powerful. Thanks for all your help!

Dr. John Whittemore, Germantown Dental Group
Germantown, TN

What Participants are Saying

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!

Dr. Gabe Don Sing, General DDS
El Paso, TX

What Participants are Saying

Since I had not experienced the 'vision' aspect (of Applied Strategic Planning) before, I found this to be the most helpful in determining what I want to do with the next 40 years. Articulating and writing down vision then mission really helped me get balance into my life which was one of my original reasons for attending the retreats. Vision, personal mission, and leadership information was most meaningful. The team enjoyed the visualization process and symbols and their meaning. For the office, getting a clear mission statement done and being able to refer back to it and hire new people was most helpful.

Dr. Carol Summerhays, Carol Gomez Summerhays DDS & Associates
San Diego, CA

What Participants are Saying

Applied Strategic Planning was one of five or six life-changing experiences that have had a totally positive effect on my life personally and professionally.

Dr. Andy Pickens, General and Restorative Dentist
Billings, MT