Organizational Applied Strategic Planning (OASP)

One of the best courses that I have ever attended in my career is Applied Strategic Planning. The ASP process taught us how to write a vision and mission statement as well as how to develop a self-managed, highly motivated team. We also learned how to use a very effective tool, the Integrated Action Plan, to accomplish our goals. I would highly recommend Dr. Bob Frazer and this course to anyone!

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.

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,

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.

Your Applied Strategic Planning Series helped us get ready for a big transition as my soon-to-be partner, Todd Gruen, and I prepared to take over the practice of my partner at the time, Mickey Bernstein. As you know, Mickey has had a very successful practice and is President-elect of the American Academy of Cosmetic Dentistry. Todd and I were about to try to fill some big shoes. Your program helped us identify where we needed to focus and to clarify who WE wanted to be. The involvement of the whole team made this process so much more powerful. Thanks for all your help!

I was extremely pleased with the quality and appropriateness of your course. The New Patient Experience Practicum has had a dramatic impact on us already in terms of how we see each other and how we are beginning to see our responsibilities and obligations to our patients. Over the last few months of intensely studying Bob Barkley's and now your work, I have begun to feel that it is my moral obligation to do this type of examination process, because it is truly the only way that I can adequately begin to understand the complexities of my patients' needs, wants and desires. The course has been clarifying and affirming to us all and has become one more critical step towards creating a truly values-driven practice. The Saturday clinical in-office session was particularly helpful; it allowed us to see how all the pieces fit together. We look forward to working with you and your staff in the years ahead.

Bob, all of your courses are phenomenal – the time, organization, delivery and most of all the genuinely caring effort you make to give each attendee the best possible learning opportunity is remarkable. That said – the Emotional Intelligence Workshop is the foundation for everything else you teach. It’s simply golden.

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.