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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

The Applied Strategic Planning process was extremely rewarding to me. The sessions helped me on the journey toward more effective leadership and caused me to realize that more growth is needed. You are to be commended for the excellent way that you worked with us, bringing out our best and correcting us when needed. You role modeled many valuable leadership skills. I learned how to better interact with others and express appreciation more often. I also gained considerable knowledge regarding the full scope of strategic planning, how to listen more effectively, and how to focus planning efforts into a coordinated plan. Your focus upon what is important in relation to God, family and relationships was most appropriate and contributes immeasurably to your success as a person and leader. Thank you again for your wonderful example of leadership. You have much to offer.

Dr. Charles Goodacre, Dean, Loma Linda University School of Dentistry
Loma Linda, CA

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, you have found your calling! You are indeed gifted with the ideal mix of speaking ability, facilitation skills, and personality. You have an enthusiasm for the process which is contagious, and you are grounded in the pragmatic.

Jim Miller, Former CEO, Independent Power Plant O & M - subsidiary of Baltimore Gas and Louisville Power

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

Your tape series, especially those involving your extraordinary team, are invaluable resources to any office committed to becoming the best they can be. First, they helped me understand the kind of people I needed to evolve my Tier IV practice. Then, they facilitated my communicating what I want us to do. Finally, they are great resources that those very people can return to time and again. Thank you Bob for sharing your great people with us!

Dr. Gary Sengbusch, General DDS
Spicewood, TX

What Participants are Saying

The Applied Strategic Planning experience was way beyond my expectations! A new vision for our practice's future ...that I helped create has had an incredible impact on me (and our entire team) personally and professionally. You gave us so many tools to carry back to the office to rectify problems, attain goals and for follow through. A big positive impact was to connect with other offices throughout the country ...this program attracts the best! There was never a moment during the retreats that I lost interest. I didn't want the last retreat to end! I hung on every single word that was said by Bob and Irene. You are both truly a blessing in my life! Thanks from the bottom of my heart.

Jan Atchison, Expanded Duty Dental Assistant, Office of Dr. Mike Frith
St. Louis, MO

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 overall Applied Strategic Planning Series was very positive and stimulating. Previous goal-setting seminars did not provide the tools to fully develop and implement a strategic plan. This process provided a new sense of excitement and clarity about where we are. It gave the team a sense of purpose about what we're trying to achieve. As a result of this process, our 21-year-old practice grew 25% in both gross and net the year after completing ASP.

Dr. Bill Estes, Lake Creek Parkway Dental
Austin, TX