(512) 346-0455

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

Dr. Bob Frazer was outstanding. I announced during his introduction that, in an effort to get more members to stay through Friday, I had saved the "keynote" for Friday. I could only hope that his presentation would provide the "Wow!" factor I needed to finish out the meeting. Everyone was tired, low on energy, and ready to go home, and then Bob started speaking. Within the first 30 minutes of his three-hour presentation, Bob had our energy levels back up, we were re-energized, and everyone was on the edge of their chair and participating. After another 15-20 minutes I left briefly to go to the restroom, where another Schulman Group member commented, "Have you noticed how the energy level in the room has spiked?" We both laughed and rushed back to the room so we wouldn't miss too much of the presentation. I can't tell you how pleased everyone was with Dr. Frazer's presentation; they were overwhelmed. Please accept my sincere gratitude for recommending Bob!

Dr. Ron Redmond, Director, Schulman Orthodontic Study Group

What Participants are Saying

Applied Strategic Planning was one of five or six life-changing experiences that have had a totally positive effect on my life personally and professionally.

Dr. Andy Pickens, General and Restorative Dentist
Billings, MT

What Participants are Saying

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.

Dr. Paul A. Henny, Author
Salem, VA

What Participants are Saying

I've taken many of the most famous courses/series, but your Applied Strategic Planning Series is the first time in 17 years of practice that all my team is enthusiastically paddling in the same direction. Together with your New Patient Experience Practicum, our acceptance of complete quality treatment is up more than 50%. We've never been more fulfilled and profitable!

Dr. Gabe Don Sing, General DDS
El Paso, TX

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

Since Retreat I, we have had four staff meetings and the word dentistry has yet to be mentioned! Very powerful meetings! Tears, hugs, the whole nine yards. This Wednesday, I hope to progress to writing our personal mission statements. I can tell that when dentistry is approached by the team, it will have a different angle. They have already, almost unconsciously, begun to see answers to questions through the prism of their closely held values. This path is more difficult than I had imagined. And, I'm not referring to how we practice dentistry. I feel like an ancient sailor who has sailed from port not really understanding what will happen, but sure of our direction!

Written the first year after taking the Applied Strategic Planning Series: Bob, the changes here are truly phenomenal! We are now in our beautiful new office, production and collection has risen over 50% and I swear we are not working as hard. I just stopped to listen the other day, and it is simply wonderful to hear and feel this new energy. People should be standing in line for this experience. Thank you my friend!

Dr. Don Taylor, Buda Dental Professionals
Buda, TX

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

I really enjoyed the camaraderie of the group, the sharing around the campfire, especially the personal daily experiences of each person. The planning, the guides, the food, the seminar were all super. It was an extra special gift to spend time with my son in such a special place (the Salmon River). I am ready for the next one, thanks again!

Dr. Robert Benzell, Accurate Dental Group
Lincroft, NJ