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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

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

What Participants are Saying

I want to personally thank you for all the work you have put into making the ASP process a success for our 13 doctor group. We could not have gone through this without your guidance, hands-on care and enthusiasm. My only regret is that I will not be with you as frequently as during this past year. My hope is to get with you at other courses and activities you offer to continue to grow both my leadership and our friendship. I look forward to our future experiences together.

Dr. Gene Bloom, Cody Dental Group
Denver, CO

What Participants are Saying

Great news!!! The Applied Strategic Plan passed unanimously and without debate!!! Your address and support played a major part of our success. The delegates were truly impressed and excited after your speech. As I ventured through the Caucuses, I could feel the energy and excitement. The Delegates got it. Change can and will take place. The most rewarding part for me was the acknowledgment by the Delegates that a certain amount of trust was needed on their part in order to take the next steps.

Dr. Jack Broussard, Past President, California Dental Association
Sacramento, CA

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

Since I had not experienced the 'vision' aspect (of Applied Strategic Planning) before, I found this to be the most helpful in determining what I want to do with the next 40 years. Articulating and writing down vision then mission really helped me get balance into my life which was one of my original reasons for attending the retreats. Vision, personal mission, and leadership information was most meaningful. The team enjoyed the visualization process and symbols and their meaning. For the office, getting a clear mission statement done and being able to refer back to it and hire new people was most helpful.

Dr. Carol Summerhays, Carol Gomez Summerhays DDS & Associates
San Diego, CA

What Participants are Saying

Powerful, challenging; and this has had great impact in making positive changes in my life.

Becky Smith, PhD, spouse & former team member
Bozeman, MT

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

Bob, I can't thank you enough for inviting me to be a part of the National Study Club. Is there anything better than a group of highly accomplished dentists sharing their best ideas and experiences, forming close friendships and bringing solutions to optimize our lives and our practices? Yes! It's being guided by one who is widely regarded as one of the great leaders of modern dentistry. Thank you for being that leader! I owe so much of my success to you and the NSC.

Dr. Jim Rutledge
Virginia Beach, VA