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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

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

Years before Lucy & I attended your Applied Strategic Planning seminar you had been instrumental in helping me change my office from one in which I was a benevolent dictator to one in which everyone played a role in planning and carrying out shared visions and goals. The ASP Series gave Lucy & me the tools to complete the very important transition to retirement. It really took work to achieve our goals as we proceeded into retiring. Your whole process in the seminar truly guided us each step of the way and for this I will always been indebted to you. My office was truly grateful also. I wanted this to be a win-win-win situation for Lucy & me, for my staff (as many had been with me 25 – 30 yrs) and finally, for my patients. Your ASP Series was vital in me achieving these three goals.

Dr. L. K. Croft, Periodontist
Boerne, TX

What Participants are Saying

We found the (co-diagnosis) tape immensely valuable in helping us to modify our co-diagnosis process to a more effective level. The first two co-diagnoses we did following the tape were large, complex cases, and they went beautifully. The people are scheduled to begin treatment.

Dr. J. Baxter, Cosmetic Dentist
Gainesville, FL

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

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

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.

Cory Richie, RDH
Holt, MI

What Participants are Saying

Incredible! These tools [from the Personal Applied Strategic Planning Series] are a lifelong gift. I can now map the road to my vision and I'm confident I will realize much of it well before five years. I've already experienced better balance and self-awareness. I'm more satisfied in my life and work. We got so much: team building and commitment to this plan/accountability/personal clarity ...the integrated action plans are the best part!!! I have a growing passion toward my future! Thanks so much! I can't say enough about the Applied Strategic Planning experience and how it impacted our office. Dr. Frazer and his team have a way of teaching that is very different from any of the ways we've approached vision, mission and goals in the past. This process was very powerful for me and my team, both personally and professionally. It has given us a structure that we can continue to build on as we intentionally create the practice and lives of our dreams. I highly recommend it to everyone! [Eighteen months after the end of ASP, working no more clinical hours, Dr. Watts reported production and collections rose such that the practice was up 49% in just the past 12 months! And, they have never done as many major cases.]

Dr. Allison Watts, Restorative and Cosmetic Dentist
Midland, TX

What Participants are Saying

“I have known Bob personally since the mid 1970's and have been a part of his Applied Strategic Planning series in the 90's and have continued to use Bob as a Mentor, being a part of his National Study Group for the past eight years. I can highly recommend him for his incredible expertise in helping you to Know and Truly Understand Yourself, Your Team and Your Personal Life. He has provided a web of intriguing ideas which have virtually transformed my life since I began working with him. And this is not to mention the people he has exposed me to, whom I would have never crossed paths with had I not known Bob. I place Bob at the same level as The Pankey Institute in changing the paradigms of my life and practice.” June 10, 2010

Dr. Matthew Steinberg, Restorative and Cosmetic Dentist
Austin, TX