Organizational Applied Strategic Planning (OASP)

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.)

- 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
This workshop empowered and inspired me and my team like none we’ve taken in over 25 years! The EI skills we learned will allow us to grow our sense of community and serve our patients in a truly transformational way. We’ll be back again – you just can’t get enough EI!
Dr. Mike Robichaux, DDS
Slidell, LA
What Participants are Saying
That was one of the best, most complete presentations I've ever heard on how to build an exceptional practice.
Dr. Mark Hyman, Cosmetic & Family Dentistry
Greensboro, NC
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
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
Great news!!! The Applied Strategic Plan passed unanimously and without debate!!! Your address and support played a major part of our success. The delegates were truly impressed and excited after your speech. As I ventured through the Caucuses, I could feel the energy and excitement. The Delegates got it. Change can and will take place. The most rewarding part for me was the acknowledgment by the Delegates that a certain amount of trust was needed on their part in order to take the next steps.
Dr. Jack Broussard, Past President, California Dental Association
Sacramento, CA
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
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
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 ScottPresidentSurlean FoodsDaryl Scott, Surlean Foods
San Antonio, TX