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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 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

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

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

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

“Bob is one of the finest human beings on this planet. Through his vast knowledge and compelling coaching style, Bob helped me build the practice of my dreams. His stategies for visualizing your success and setting a course for reaching your goals are sound and proven. Far more important, however, is who Bob is rather than what he knows. He leads by example, always taking the high road, yet never leaving one with a sense of arrogance or impatience. His courage is palpable and his cup is always completely full. Anyone who aspires to high achievement will do well to fly with this eagle.”

Dr. Phil Potter, Wiederman-Potter
Irvine, CA

What Participants are Saying

Applied Strategic Planning has been the most beneficial investment of time, energy and money we have ever made! Without it, I can't imagine what the future might look like. This powerful process and your leadership brought clarity to who we are, what we want to be and how to go about getting there. It made us create our future on purpose rather than just letting it happen. It focused us on a target and plan. At the same time it brought energy, enthusiasm, commitment and ownership to all participants. The words "Thank You" are not strong enough for all you have done for us!

Joan Forrest, Executive Director, Dawson Center for the Advancement of Dentistry
St Petersburg, FL

What Participants are Saying

The NSC is such a big part of my life and things will never be the same. The world is opening up in such a beautiful environment and I am so grateful.

Dr. Bethany Piziks
Cadillac, MI

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