(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

Your Applied Strategic Planning Series helped us get ready for a big transition as my soon-to-be partner, Todd Gruen, and I prepared to take over the practice of my partner at the time, Mickey Bernstein. As you know, Mickey has had a very successful practice and is President-elect of the American Academy of Cosmetic Dentistry. Todd and I were about to try to fill some big shoes. Your program helped us identify where we needed to focus and to clarify who WE wanted to be. The involvement of the whole team made this process so much more powerful. Thanks for all your help!

Dr. John Whittemore, Germantown Dental Group
Germantown, TN

What Participants are Saying

That was one of the best, most complete presentations I've ever heard on how to build an exceptional practice.

Dr. Mark Hyman, Cosmetic & Family Dentistry
Greensboro, NC

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

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

Applied Strategic Planning has been the most beneficial investment of time, energy and money we have ever made! Without it, I can't imagine what the future might look like. This powerful process and your leadership brought clarity to who we are, what we want to be and how to go about getting there. It made us create our future on purpose rather than just letting it happen. It focused us on a target and plan. At the same time it brought energy, enthusiasm, commitment and ownership to all participants. The words "Thank You" are not strong enough for all you have done for us!

Joan Forrest, Executive Director, Dawson Center for the Advancement of Dentistry
St Petersburg, FL

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

Dear Bob,

What a wonderful, rewarding, productive time. Thank you so much for all you did (and continue to do) to help bring the Dawson Center to its greater potential. In retrospect, I think every minute of the session was critically important to the process. Thank you (and Bill) for your magnificent leadership. And by the way, it was a really fun time. Looking forward to further progress.

Warmest regards,
Pete Dawson
August 6, 2006

Pete Dawson

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