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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.)
  • 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.


  • 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.


What Participants are Saying

Since Retreat I, we have had four staff meetings and the word dentistry has yet to be mentioned! Very powerful meetings! Tears, hugs, the whole nine yards. This Wednesday, I hope to progress to writing our personal mission statements. I can tell that when dentistry is approached by the team, it will have a different angle. They have already, almost unconsciously, begun to see answers to questions through the prism of their closely held values. This path is more difficult than I had imagined. And, I'm not referring to how we practice dentistry. I feel like an ancient sailor who has sailed from port not really understanding what will happen, but sure of our direction!

Written the first year after taking the Applied Strategic Planning Series: Bob, the changes here are truly phenomenal! We are now in our beautiful new office, production and collection has risen over 50% and I swear we are not working as hard. I just stopped to listen the other day, and it is simply wonderful to hear and feel this new energy. People should be standing in line for this experience. Thank you my friend!

Dr. Don Taylor, Buda Dental Professionals
Buda, TX

What Participants are Saying

What a way to end a meeting!"..."Wow! Enjoyed immensely! Very helpful and practical information."..."Wonderful course! Makes you look into the areas where you emotionally lack good communication!!"..."He was very personable and love him as a person. Excellent speaker!"..."Nice speaking voice. Bob was very inspirational."..."Great speaker! Dr. Frazer kept me very interested."..."He's terrific at creating enthusiasm! Everyone, I mean everyone, needs to hear this!!

Annual Scientific Session - Audience Feedback, American Academy of Cosmetic Dentistry
Madison, WI

What Participants are Saying

Bob Frazer speaks the truth. Under the mentorship of Bob, our practice has transformed from a good practice to an insurance independent, relationship based practice. We see fewer patients, present ideal treatment with high case acceptance. Most patients have managed care plans and visit us out of plan to seek higher quality and customer service. Fewer patients, full fee, less stress---you do the math!

Mickey Bernstein, DDS, FAGD, FACD, FICD, Accredited Member and Past President AACD

What Participants are Saying

That was some of the best fly fishing I've ever experienced outside the Arctic! The fellowship and the discussions in the Think Tank are fun and stimulating as well.

Bud Ham
Denver, CO

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

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

“I have known Bob personally since the mid 1970's and have been a part of his Applied Strategic Planning series in the 90's and have continued to use Bob as a Mentor, being a part of his National Study Group for the past eight years. I can highly recommend him for his incredible expertise in helping you to Know and Truly Understand Yourself, Your Team and Your Personal Life. He has provided a web of intriguing ideas which have virtually transformed my life since I began working with him. And this is not to mention the people he has exposed me to, whom I would have never crossed paths with had I not known Bob. I place Bob at the same level as The Pankey Institute in changing the paradigms of my life and practice.” June 10, 2010

Dr. Matthew Steinberg, Restorative and Cosmetic Dentist
Austin, TX

What Participants are Saying

NSC is the place where all the learning has come together. The combination of beautiful scenery, wonderful and supportive members, and a curriculum based on the needs of the members creates the opportunity for breakthrough learning.

Dr. Don Taylor
Buda, TX