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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

I want to personally thank you for all the work you have put into making the ASP process a success for our 13 doctor group. We could not have gone through this without your guidance, hands-on care and enthusiasm. My only regret is that I will not be with you as frequently as during this past year. My hope is to get with you at other courses and activities you offer to continue to grow both my leadership and our friendship. I look forward to our future experiences together.

Dr. Gene Bloom, Cody Dental Group
Denver, CO

What Participants are Saying

Bob, once again during your presentation you could have heard a pin drop in the audience. Every doctor and dental nurse was riveted on your every word. I received countless comments on how interesting and useful everything you have shared during each of your presentations over the last four years has been. Thank you.

Dr. Mike Cassidy, Jersey Dental Association
Channel Islands, UK

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

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

Since I had not experienced the 'vision' aspect (of Applied Strategic Planning) before, I found this to be the most helpful in determining what I want to do with the next 40 years. Articulating and writing down vision then mission really helped me get balance into my life which was one of my original reasons for attending the retreats. Vision, personal mission, and leadership information was most meaningful. The team enjoyed the visualization process and symbols and their meaning. For the office, getting a clear mission statement done and being able to refer back to it and hire new people was most helpful.

Dr. Carol Summerhays, Carol Gomez Summerhays DDS & Associates
San Diego, CA

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

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
President
Surlean Foods

Daryl Scott, Surlean Foods
San Antonio, TX

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