FAQs

Strategic planning is the process by which the guiding members of an organization (family and practice) envision its future and develop the necessary procedures and operations to achieve that future. You will first assess your current situation as to what matters most. Then you will create a vision for your life and dental practice if both were the best they could be. We will then help you take your non-linear vision and merge it with linear logic to make it happen.

ASP is typically a series of three, two and one half to three-day retreats spread over 6 to 10 months. Prior to the retreat series, you will complete pre-ASP questionnaires and have a individual consultation and assessment with Dr. Bob Frazer. The ASP series begins with Retreat I (Doctors and Spouses/SO’s only). Retreat II follows two to three months later (Includes docs and key team, plus spouses for day one.) Retreat III is three days and held three to five months after Retreat II, set based on participant calendars by Retreat I. Start time on Retreat I is typically 1:30 PM CT and ends at 5:00 p.m.; however, the last day typically ends by 4:30 p.m.

No, you do not. However, we do want you to know from the outset that this is a series of retreats, each building on the one before it. Although you may attend Retreat I without committing to additional retreats, over 95% of Retreat I participants complete the entire series. Please reserve the dates for the other retreats so you'll have that option.

We are confident you will gain a great overview of Applied Strategic Planning, create a new vision of your future and a start on the process. If you feel you are capable of soloing from there you should be able to complete the process. However, the Stewardship of Wealth financial strategy is not presented until Retreat II, nor is there direct team involvement with our faculty. What you miss from not taking ASP II and III is the built-in accountability and our continuing help developing and implementing your plan.

Retreats are casual (comfortable sportswear, walking shoes, exercise clothes, no ties).

30+ years of facilitating ASP has shown us that most doctors say it is the best CE investment they ever made given its positive impact on their personal life and practice success. Plus, their level of fulfillment, sense of success with significance is enormous. Alumni report a multiple return on money invested within the first three years. All agree they have dramatically grown team commitment, ownership, alignment and profitability while distancing themselves from their competition. Plus, their practice is just more fun!

The number of days necessary for the ASP process is a function of the size and scope of your organizational challenges and opportunities. It can range from three-days for a very small organization to as many as fifteen for a large organization. Typically, there are three to five retreats at an off-site setting that allows for quiet, focused, and reflective work. Each retreat is one and a half to two days in length. We ask that you hold this at a comfortable, isolated location with some outdoor amenities and as few distractions as possible.

There will be telephone and email communication with us between retreats as you and your key team complete the homework for the next retreat. Other meetings within your organization will occur between retreats in order to involve as many members of your team as possible - creating broad ownership and alignment from the start.

Yes. The first phase of Applied Strategic Planning is the Planning to Plan Phase during which both an Organizational Assessment (OA) and Organizational Health Survey (OHS) occurs. The OA interviews gather information regarding the critical issues of the organization as described by key stakeholders including executive leadership, management, sales, and production staff across all levels. Findings are anonymously reported by theme in an Executive Summary. The OHS surveys a broad cross-section of your company’s employees or institution’s members anonymously via a 15 to 20 minute online Organizational Health Survey. Each of these clarifies problems to be solved and opportunities to be seized via the ASP. Unlike traditional SP with ASP you begin to act after the first retreat.

Yes—very detailed. It is important to remember first and foremost that ASP is a process. While we have a shared outline with estimated timelines, we will divert and allow time for productive dialogue that at times may seem off course. After over 30 years of leading this work, we know these side excursions can be quite fruitful.

We prefer to bring a skilled, experienced ASP minute taker to record all important dialogue and work of each retreat. This is a huge advantage in that your team is not burdened with minute taking and can all be full participants. It also provides an excellent resource for ongoing work between retreats.

We are available by phone and email from 8:30 a.m. to 5:00 p.m. CT Monday-Friday. Drs. Frazer and Luchtefeld will also provide clients their cell numbers.

Applied Strategic Planning is the process by which the guiding members of an organization envision its future … and develop the necessary procedures and operations to achieve that future. First, you will assess your current situation and identify key strategic issues. We will listen carefully for what matters most. Then we will help you create a compelling vision for your organization … if it were the best it could be. Together we will take your non-linear vision and merge it with linear logic (series of steps) to make it happen.

Your President/CEO/Dean, President Elect/Senior V.P., Executive Director/COO, CFO, ASP Chairperson, plus other key people who can make the plan happen or keep it from happening. Ideally, the group should be 11 to 24 people. This should be a representative group of the entire organization and include some young thought leaders—some may not yet hold office. There will also be an extension of the ASP process across the whole organization, as each strategic planning committee member will have a Shadow Team of stakeholders for input and feedback.

Yes, a conference call, virtual and/or a formal orientation presentation can be done. There is a nominal fee for the latter, or it can simply be part of Phase I.

We will email attach some homework as well as provide notebooks with tables of contents to help participants stay organized. We also utilize email and central virtual sites like Monday.com or Base Camp as a central workplace.

The fee will be quoted after the preliminary ASP evaluation. It depends on the size of the organization, its problems and opportunities, and the amount of time required from our lead facilitators and team.

It is essentially turnkey from minute-taking to review and suggestions/feedbck from Dr. Frazer, Dr. Luchtefeld, or Mr. Greene for specific subcommittee work between retreats to the drafting and presenting the final document. Our office is open Monday-Friday, 8:30 a.m. to 5:00 p.m. A client relations associate will be assigned to your organization to assist you. We are closed for major national holidays.

Call or email our office. Executive Administrator, Peggy Sharp, will answer your basic questions and then arrange for a telephone consultation with Dr. Bob Frazer or Dr. Luchtefeld at a mutually convenient time.

Inspero is our trusted partner, certified in delivering this specialized training. Each of the doctors and key team faculty are still wet-gloved. They have worked with Dr. Frazer for many years and distinguished themselves as some of his most successful clients and skilled teacher/ facilitators.

Each attendee receives a comprehensive 100 + page syllabus with all the forms and information for the two days. All the fee-for-service success secrets, processes, and forms are the property of R.L. Frazer & Associates, Inc., but your attendance gives you the right to use the information in your office. You will also have some time to practice and watch others perform during the practicum so you can teach your team at home. We also have this entire NPE process on DVD or in digital format.

Doctors will be asked to bring specific dental records on an attending team member for use in role plays during the practicum. You will utilize these records to practice the concepts taught by having another doctor's team member with their records be your patient.

The New Patient Experience Practicum is complete with the original two days. Many offices return and take the practicum again, reinforcing everything they learned the first time. You may send new team members to future courses without the doctor attending again. The Emotional Intelligence workshop is an excellent prequel or sequel for this. Our consulting associates can work with you and your team in your office to implement the NPE.

Yes, you can contact our office by email or phone. Co-instructors Iréne Oldfather, RDH, and Lisa Alvarado, Admin., are also available for phone calls by appointment as needed.

Strategic planning is the process by which the guiding members of an organization (family and practice) envision its future and develop the necessary procedures and operations to achieve that future. You will first assess your current situation as to what matters most. Then you will create a vision for your life and dental practice if both were the best they could be. We will then help you take your non-linear vision and merge it with linear logic to make it happen.

ASP is typically a series of three, two and one half to three-day retreats spread over 6 to 10 months. Prior to the retreat series, you will complete pre-ASP questionnaires and have a individual consultation and assessment with Dr. Bob Frazer. The ASP series begins with Retreat I (Doctors and Spouses/SO’s only). Retreat II follows two to three months later (Includes docs and key team, plus spouses for day one.) Retreat III is three days and held three to five months after Retreat II, set based on participant calendars by Retreat I. Start time on Retreat I is typically 1:30 PM CT and ends at 5:00 p.m.; however, the last day typically ends by 4:30 p.m.

No, you do not. However, we do want you to know from the outset that this is a series of retreats, each building on the one before it. Although you may attend Retreat I without committing to additional retreats, over 95% of Retreat I participants complete the entire series. Please reserve the dates for the other retreats so you'll have that option.

We are confident you will gain a great overview of Applied Strategic Planning, create a new vision of your future and a start on the process. If you feel you are capable of soloing from there you should be able to complete the process. However, the Stewardship of Wealth financial strategy is not presented until Retreat II, nor is there direct team involvement with our faculty. What you miss from not taking ASP II and III is the built-in accountability and our continuing help developing and implementing your plan.

Retreats are casual (comfortable sportswear, walking shoes, exercise clothes, no ties).

30+ years of facilitating ASP has shown us that most doctors say it is the best CE investment they ever made given its positive impact on their personal life and practice success. Plus, their level of fulfillment, sense of success with significance is enormous. Alumni report a multiple return on money invested within the first three years. All agree they have dramatically grown team commitment, ownership, alignment and profitability while distancing themselves from their competition. Plus, their practice is just more fun!

The number of days necessary for the ASP process is a function of the size and scope of your organizational challenges and opportunities. It can range from three-days for a very small organization to as many as fifteen for a large organization. Typically, there are three to five retreats at an off-site setting that allows for quiet, focused, and reflective work. Each retreat is one and a half to two days in length. We ask that you hold this at a comfortable, isolated location with some outdoor amenities and as few distractions as possible.

There will be telephone and email communication with us between retreats as you and your key team complete the homework for the next retreat. Other meetings within your organization will occur between retreats in order to involve as many members of your team as possible - creating broad ownership and alignment from the start.

Yes. The first phase of Applied Strategic Planning is the Planning to Plan Phase during which both an Organizational Assessment (OA) and Organizational Health Survey (OHS) occurs. The OA interviews gather information regarding the critical issues of the organization as described by key stakeholders including executive leadership, management, sales, and production staff across all levels. Findings are anonymously reported by theme in an Executive Summary. The OHS surveys a broad cross-section of your company’s employees or institution’s members anonymously via a 15 to 20 minute online Organizational Health Survey. Each of these clarifies problems to be solved and opportunities to be seized via the ASP. Unlike traditional SP with ASP you begin to act after the first retreat.

Yes—very detailed. It is important to remember first and foremost that ASP is a process. While we have a shared outline with estimated timelines, we will divert and allow time for productive dialogue that at times may seem off course. After over 30 years of leading this work, we know these side excursions can be quite fruitful.

We prefer to bring a skilled, experienced ASP minute taker to record all important dialogue and work of each retreat. This is a huge advantage in that your team is not burdened with minute taking and can all be full participants. It also provides an excellent resource for ongoing work between retreats.

We are available by phone and email from 8:30 a.m. to 5:00 p.m. CT Monday-Friday. Drs. Frazer and Luchtefeld will also provide clients their cell numbers.

Applied Strategic Planning is the process by which the guiding members of an organization envision its future … and develop the necessary procedures and operations to achieve that future. First, you will assess your current situation and identify key strategic issues. We will listen carefully for what matters most. Then we will help you create a compelling vision for your organization … if it were the best it could be. Together we will take your non-linear vision and merge it with linear logic (series of steps) to make it happen.

Your President/CEO/Dean, President Elect/Senior V.P., Executive Director/COO, CFO, ASP Chairperson, plus other key people who can make the plan happen or keep it from happening. Ideally, the group should be 11 to 24 people. This should be a representative group of the entire organization and include some young thought leaders—some may not yet hold office. There will also be an extension of the ASP process across the whole organization, as each strategic planning committee member will have a Shadow Team of stakeholders for input and feedback.

Yes, a conference call, virtual and/or a formal orientation presentation can be done. There is a nominal fee for the latter, or it can simply be part of Phase I.

We will email attach some homework as well as provide notebooks with tables of contents to help participants stay organized. We also utilize email and central virtual sites like Monday.com or Base Camp as a central workplace.

The fee will be quoted after the preliminary ASP evaluation. It depends on the size of the organization, its problems and opportunities, and the amount of time required from our lead facilitators and team.

It is essentially turnkey from minute-taking to review and suggestions/feedbck from Dr. Frazer, Dr. Luchtefeld, or Mr. Greene for specific subcommittee work between retreats to the drafting and presenting the final document. Our office is open Monday-Friday, 8:30 a.m. to 5:00 p.m. A client relations associate will be assigned to your organization to assist you. We are closed for major national holidays.

Call or email our office. Executive Administrator, Peggy Sharp, will answer your basic questions and then arrange for a telephone consultation with Dr. Bob Frazer or Dr. Luchtefeld at a mutually convenient time.

Inspero is our trusted partner, certified in delivering this specialized training. Each of the doctors and key team faculty are still wet-gloved. They have worked with Dr. Frazer for many years and distinguished themselves as some of his most successful clients and skilled teacher/ facilitators.

Each attendee receives a comprehensive 100 + page syllabus with all the forms and information for the two days. All the fee-for-service success secrets, processes, and forms are the property of R.L. Frazer & Associates, Inc., but your attendance gives you the right to use the information in your office. You will also have some time to practice and watch others perform during the practicum so you can teach your team at home. We also have this entire NPE process on DVD or in digital format.

Doctors will be asked to bring specific dental records on an attending team member for use in role plays during the practicum. You will utilize these records to practice the concepts taught by having another doctor's team member with their records be your patient.

The New Patient Experience Practicum is complete with the original two days. Many offices return and take the practicum again, reinforcing everything they learned the first time. You may send new team members to future courses without the doctor attending again. The Emotional Intelligence workshop is an excellent prequel or sequel for this. Our consulting associates can work with you and your team in your office to implement the NPE.

Yes, you can contact our office by email or phone. Co-instructors Iréne Oldfather, RDH, and Lisa Alvarado, Admin., are also available for phone calls by appointment as needed.