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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

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 you have assembled the most extraordinary group of people for the NSC. They genuinely care about one another and are generous in their support and willingness to share.

Dr. Mark Cook
Carbondale, CO

What Participants are Saying

I want to sincerely thank you for the extremely positive impact you have had on our dental society. The Dallas County Dental Society has many great leaders and ambitions; however, they cannot be brought to fruition without a plan. Your ability to facilitate our setting and accomplishing of these objectives has been masterful. Any organization without a viable, ongoing strategic plan is like a ship without a rudder. Thank you for enriching our lives both individually and as an organization.

Dr. Tom McDougal, Past President, Dallas County Dental Society
Dallas, TX

What Participants are Saying

That was some of the best fly fishing I've ever experienced outside the Arctic! The fellowship and the discussions in the Think Tank are fun and stimulating as well.

Bud Ham
Denver, CO

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

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

Thanks for an exceptional presentation yesterday (to the Indianapolis Study Club)! Everyone thought it was terrific. More importantly, it has started everyone thinking and re-examining their possibilities. For me, our Thursday dinner and the Friday meeting have given me some important ideas to think about. It has been a very positive experience!

Dr. John Porter, Director, Indianapolis Study Club
Indianapolis, IN

What Participants are Saying

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.

Dr. Chuck Fischer, DDS
Denver, CO