You have questions. We have answers.
It's natural to have questions about how you'll begin to transform your dental practice and your life from where they are now to where they could be. Here you will find some of the most frequently asked questions about our services.
New Patient Experience Practicum
If I'm only bringing two team members, how do I take back all the information to my remaining team members who didn't attend?
Each person attending will receive a syllabus with all the forms and information for the three days. All forms are copyrighted by R.L. Frazer & Associates, Inc., but your attendance at our practicum gives you the right to use the information in your office. You will also have some time to practice and watch others perform during the practicum so you can teach your team at home. We also have this entire process on DVD.
Is there anything special I should bring?
Doctors will be asked to bring specific dental records for use in role plays during the practicum. Doctors will utilize these records to practice the concepts taught by having another doctor's team member play the role of their patient.
Are there follow up courses available?
The New Patient Experience Practicum is complete with the original three days. We have had several offices return and take the original course several times, reinforcing everything they learned the first time they attended. You may send new team members to future courses without the doctor attending again. You also may want to consider our Applied Strategic Planning Series.
Is Dr. Frazer accessible by phone for questions after the course?
Organizational Applied Strategic Planning (OASP)
Yes, you can call the office and request an appointment time. Co-instructors Irene and Sandy also have some availability for phone calls as needed.
What is it?
Strategic planning is the process by which the guiding members of an organization envision its future and develop the necessary procedures and operations to achieve that future. You will first assess your current situation as to what matters most. Then you will create a vision for your organization as if it were the best it could be. We will then help you take that non-linear vision and merge it with linear logic to make it happen.
How long is this process and how is it conducted?
There are typically three to five sessions - of approximately two days each - spread out over six to twelve months. There will be telephone, fax and email communication between these retreats and homework for the participants. There will also be other meetings within the organization itself in between retreats.
Who will be part of this process?
Your President/CEO, President Elect/Senior V.P., Executive Director/COO, CFO, ASP Chairperson, plus other key people who can make the plan happen or keep it from happening. Ideally, the group should be 11 to 21 members. This should be a representative group of the entire organization and include some young thought leaders who might not yet be elected. There will also be an extension of the process across the whole organization, as each strategic planning member will have a Shadow Team of stakeholders.
Can you give my Board of Directors a pre-ASP presentation?
Yes, a telephone consultation in the form of a conference call and/or a formal orientation or presentation can be done. There is a nominal fee for the latter.
How will you gather and distribute information company wide?
We will mail some homework as well as provide notebooks with tables of contents to help participants keep organized, plus utilize email and fax as appropriate.
Can you help us with our problems?
Applied Strategic Planning will succeed with every organization if the organization is willing to do the necessary work. We will have a preliminary ASP presentation with the core leadership, who will decide if they wish to proceed with R.L. Frazer & Associates, Inc.
How much will it cost?
The fee will be quoted after the preliminary ASP evaluation. It often depends on the size of the organization, its problems and opportunities and the amount of needed assistance from Dr. Bob Frazer and our firm.
What kind of support does your company offer us?
It is essentially turnkey from minute-taking, to review and suggestions from Dr. Frazer for subcommittee work between retreats, to drafting the final document. Our office is open Monday-Friday, 8:30 a.m. to 5:00 p.m. A client relation associate will be assigned to your organization to assist you. We are closed for major national holidays.
How do we go about getting started?
Call or email our office. Angela Ward or Carole Morton will answer your basic questions and then arrange for a telephone consultation with Dr. Bob Frazer at our mutual convenience.
How available are you if I need you?
Organizational Applied Strategic Planning Retreats
We are available by phone, fax and email from 8:30 a.m. to 5:00 p.m. Monday-Friday.
How long are the retreats?
The number of days necessary for the ASP process is a function of the size and scope of your organization. It can range from three days for a very small organization to as many as fifteen for a large organization. Typically, we have three to five retreats at an off-site setting that will allow for quiet, focused and reflective work. Each retreat is one and a half to two days in length. We ask that you treat this as an isolated location, scheduling as few distractions as possible from the reflective work.
What should I wear?
Retreats are casual (comfortable sportswear, no ties).
Will you send out agendas?
It is important to remember first and foremost that ASP is a process. While we have a printed shared outline mindful of our time lines, we will divert and allow dialogue that at times may seem to be leading nowhere. After twenty years of leading this work, Bob knows these side excursions are often quite fruitful.
Is my spouse/significant other or team involved in the process?
Personal Applied Strategic Planning
Their involvement or degree of involvement is up to you. We do ask that your spouse/s.o. and team members complete a written questionnaire prior to your pre-coaching assessment and that your spouse/s.o attend your pre-coaching assessment in Austin, if possible. This will give us a more well-rounded view of you and your practice.
What is it?
Strategic planning is the process by which the guiding members of an organization envision its future and develop the necessary procedures and operations to achieve that future. You will first assess your current situation as to what matters most. Then you will create a vision for your dental practice as if it were the best it could be. We will then help you take that non-linear vision and merge it with linear logic to make it happen.
What is the typical schedule for the Applied Strategic Planning (ASP) retreat series?
Thirty to 60 days prior to the retreat series, you will have an individual personal consultation and assessment with Dr. Bob Frazer. The retreat series begins in early October, with Retreat II following in February. Retreat III is three days and held four to five months after Retreat II, typically between mid-May and the end of June, depending on participant calendars determined at Retreat I. Each day begins at 8:30 a.m. and ends at 5:00 p.m.; however, the last day typically ends by 4:30 p.m.
Do I have to attend all three retreats?
No, you do not. But, we do want you to know from the outset that this is a series of retreats, each building on the one before it. Although you may attend Retreat I without committing to additional retreats, over 95% of Retreat I participants complete the entire series. Please reserve the dates for the other retreats so you'll have that option.
Will I get enough out of just one retreat, ASP I, to make it worth my while?
We're confident you will gain a great overview of Applied Strategic Planning and a start on the process. If you feel you are capable of soloing from there you should be able to complete the process. However, the Stewardship of Wealth financial strategy is not presented until Retreat II. What you miss from not taking ASP II and III is the built-in accountability and our continuing help developing and implementing your plan.