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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

The overall Applied Strategic Planning Series was very positive and stimulating. Previous goal-setting seminars did not provide the tools to fully develop and implement a strategic plan. This process provided a new sense of excitement and clarity about where we are. It gave the team a sense of purpose about what we're trying to achieve. As a result of this process, our 21-year-old practice grew 25% in both gross and net the year after completing ASP.

Dr. Bill Estes, Lake Creek Parkway Dental
Austin, 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

Dr. Bob Frazer's Applied Strategic Planning changed my prosthodontic practice and my personal life from hopeless to hopeful. I learned specific tools from a master dentist and teacher who lives and breathes what he teaches. I was able to take the information back to my staff and use the information immediately. Since working with Bob, I sleep soundly at night, because I know the professional and personal decisions I make are right for me, my family and my team. Since taking your courses, every other speaker I hear, clinical or motivational, makes more sense. I don't leave any class feeling sad, because I don't know how I'm going to make the information I learned work for me! Since ASP, I know how to implement what I want. It has taken all of your courses and these years of practice to completely fit the entire puzzle, called life, together. Thank you!

Dr. Estelle Zandstra, Prosthodontist
Alpharetta, GA

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

Your insights have helped shepherd me on my "journey" to a practice of continual excellence. Your Strategic Planning Series was outstanding in providing tools to create and attain the vision that I have had in the back of my mind for several years.

As I think back on your ASP Series that I was involved with several years ago, I realize it was the beginning of a process that has allowed me to grow in the direction of my dreams. The thought progression and introspection gained through the series allowed me to clarify what I actually wanted in my journey. The methods you taught have proven invaluable not only in my practice, but other aspects of my life as well. I am thankful for your mentoring and friendship in my continuing pursuit of growth.

Dr. Scott Logan, DDS
Huntsville, TX

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

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,

Darly Scott
President
Surlean Foods

Daryl Scott, Surlean Foods
San Antonio, TX

What Participants are Saying

Since the New Patient Experience Practicum, I'm amazed at the difference in people's attitudes when I really listen to them. Treatment acceptance has risen dramatically. Although it takes a little more time at the outset, the extra time is worth the lower levels of stress when presenting treatment that I already know the patient wants. I actually look forward to going to work now! I have never in my dental career had anyone say, "I don't care how much this costs, I WANT THIS and I'll find the money for it." I had two patients say that to me in one week after implementing your process. What an amazing result, thank you!

Dr. Bethany Piziks, DDS
Cadillac, MI