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Plan. Do. Succeed.

It all starts with a plan. To build a plan of action for improving your organization, the first phase is to assess your problems and key strategic issues. R.L. Frazer & Associates helps you to lay the foundation for our future work, tailored to meet your exact needs and desires.

Strategic Planning
Phase I: Pre-ASP Consulting and Organizational Assessment
Before we begin the Applied Strategic Planning process, we conduct an Organizational Assessment (OA). We gather information regarding the critical issues of the organization as described by key members of leadership and management across various operational levels. In the assessment, we also determine which factors may interfere with the ASP process.

We gather information by conducting personal interviews and online questionnaires with key leaders and senior staff, assessing such areas as corporate structure, key strategic issues, communication, systems effectiveness, leadership development and more. We can also execute a professional Organizational Health Assessment to survey your members or a Member (Customer) Satisfaction Needs and Wants Survey as a valuable guide to the ASP committee.

Upon completing these assessments, an OA Report will summarize our findings for the President/CEO, Executive Director and ASP Chairperson's review before beginning ASP. The OA Report is presented during Retreat I and will be an important resource guiding us throughout ASP and its implementation.

Like a good diagnosis before treatment planning, this Pre-ASP phase pays large dividends and gives you a running start to your new well-defined plan.
The assessment will give everyone a common starting point for discussions.
The end result is an outline for your strategic planning process, tailored to meet your organization's desired outcomes and your best hopes for the future.

Who Should Participate:
President/CEO, President Elect/Senior V.P., Executive Director/COO, ASP Chairperson, select committee members. All those who can make it happen or keep it from happening. Should include some young thought leaders who might not yet be elected.

" The Applied Strategic Planning process was extremely rewarding to me. The sessions helped me on the journey toward more effective leadership and caused me to realize that more growth is needed. You are to be commended for the excellent way that you worked with us, bringing out our best and correcting us when needed. You role modeled many valuable leadership skills. I learned how to better interact with others and express appreciation more often. I also gained considerable knowledge regarding the full scope of strategic planning, how to listen more effectively, and how to focus planning efforts into a coordinated plan. Your focus upon what is important in relation to God, family and relationships was most appropriate and contributes immeasurably to your success as a person and leader. Thank you again for your wonderful example of leadership. You have much to offer. "

Dr. Charles Goodacre, Dean
Loma Linda University School of Dentistry
Loma Linda, CA
Organizational Applied Strategic Planning
Phase I
Phase II
Phase III

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