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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

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

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

Bob Frazer speaks the truth. Under the mentorship of Bob, our practice has transformed from a good practice to an insurance independent, relationship based practice. We see fewer patients, present ideal treatment with high case acceptance. Most patients have managed care plans and visit us out of plan to seek higher quality and customer service. Fewer patients, full fee, less stress---you do the math!

Mickey Bernstein, DDS, FAGD, FACD, FICD, Accredited Member and Past President AACD

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 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

Dr.Robert Frazer facilitated a day and a half program on "The Art and Science of Designing Your Future: From Vision to Reality" for the Greater Chesapeake Study Club, which is a Seattle Study Club. The program was truly excellent and well received by all of the participants. Dr. Frazer provided a wonderful opportunity for introspection and assisted the participants in developing personal vision and mission statements for all aspects of their lives. He guided the group in developing meaningful goals, objectives, and integrated action plans. He is a deep thinker and was able to fully engage our members throughout the process. He is very energetic, an excellent presenter, and a great motivator. The feedback has been outstanding and the program was rated as one of our very best. W. Michael Kenney, DDS, MS Director, Greater Chesapeake Study Club A Seattle Study Club

Dr. W. Michael Kenney, Director, Greater Chesapeake Study Club
MD

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

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