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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

We found the (co-diagnosis) tape immensely valuable in helping us to modify our co-diagnosis process to a more effective level. The first two co-diagnoses we did following the tape were large, complex cases, and they went beautifully. The people are scheduled to begin treatment.

Dr. J. Baxter, Cosmetic Dentist
Gainesville, FL

What Participants are Saying

The Applied Strategic Planning with Dr. Frazer and team was one of the most meaningful things I have done with my team. Through the process, our team became much more unified and focused on what we really want for our office, our patients, and our lives. It was truly amazing, and I would highly recommend ASP for anybody, or any dental team, that really desires to create the life and practice of their dreams.

Dr. Phil Strevey, General and Cosmetic Dentist
Omaha, NE

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

Bob, all of your courses are phenomenal – the time, organization, delivery and most of all the genuinely caring effort you make to give each attendee the best possible learning opportunity is remarkable. That said – the Emotional Intelligence Workshop is the foundation for everything else you teach. It’s simply golden.

Dr. Chuck Fischer, DDS
Denver, CO

What Participants are Saying

I was extremely pleased with the quality and appropriateness of your course. The New Patient Experience Practicum has had a dramatic impact on us already in terms of how we see each other and how we are beginning to see our responsibilities and obligations to our patients. Over the last few months of intensely studying Bob Barkley's and now your work, I have begun to feel that it is my moral obligation to do this type of examination process, because it is truly the only way that I can adequately begin to understand the complexities of my patients' needs, wants and desires. The course has been clarifying and affirming to us all and has become one more critical step towards creating a truly values-driven practice. The Saturday clinical in-office session was particularly helpful; it allowed us to see how all the pieces fit together. We look forward to working with you and your staff in the years ahead.

Dr. Paul A. Henny, Author
Salem, VA

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

I would like to tell you how much we enjoyed your workshop and our entire Texas experience! Teresa and I have already been implementing the three-appointment approach. We are all extremely excited and pleased with the responses we are getting - we feel invigorated and liberated somehow! I believe that I may have found the most inspirational information from your teachings in my six and a half years of dentistry! Dentistry doesn't seem so stressful when you're not putting pressure on people you don't know! Thanks for the experience!

Dr. Sue Marinovich,
Frankford, Ontario, Canada

What Participants are Saying

Bob you have assembled the most extraordinary group of people for the NSC. They genuinely care about one another and are generous in their support and willingness to share.

Dr. Mark Cook
Carbondale, CO