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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

I was impressed from the first moment you greeted us as we arrived after a day of travel ...I was impressed with your ability to translate your practical experience for the doctors and their teams ...One of the most significant benefits of thinking strategically is simplifying the process of determining goals, objectives and tactics. If a person learns nothing else from strategic thinking than how to ask the appropriate questions, they're on the right track. I believe the key selling point of Applied Strategic Planning is determining what is important and removing what isn't ...Bob, your passion for people and sharing wisdom is very inspiring ...meeting you and making a wonderful new friend has been a great experience for both of us.

Dave Sitz, Spouse, husband to Kathy Huber, DDS
Atlanta, GA

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 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

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

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

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

Linda and I are enjoying some of the fruits of Applied Strategic Planning. I would pass on to your new students that my office has been on fire since the retreats.It is occasionally three steps forward and one step backwards, but we are definitely heading in the right direction and my team is still practicing the lessons you taught us. Can't recommend any planning course I've heard of more than what you took us through.

Dr. Rick Chapman, DDS
Plano, TX

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 Scott
Surlean Foods

Daryl Scott, Surlean Foods
San Antonio, TX