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COMPREHENSIVE SELF ASSESSMENT

A Private Club's Board Self-Audit

A standard, structured way for the Board of any Private Club to step back, take stock of the Club's operations, and assess its overall condition.

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Every Board Benefits From an Honest Look Inward

Whether they preside over profit or non-profit organizations, Boards of Directors know that it is necessary to step back and evaluate themselves and their operations. Often, outside consulting organizations can provide third-party objectivity and input.

The Self-Audit provides the ability for Boards of Private Clubs to take stock of their respective operations. This comprehensive form is the outgrowth of thousands of privileged conversations with Club Boards, search committees and managers. Its fundamental purpose is to provide club boards–of all types and sizes–with a standard and comprehensive structure to assess their Club’s overall condition.


Questions apply equally to Country, Golf, City, Yacht and Athletic Clubs and allows the Board to look at more precise areas of particular interest or concern.

The Board Self-Audit Covers Five Areas of Club Performance

1.

Club Governance

2.

Financial Analysis

3.

Club Operations

4.

Membership

5.

Human Resources

Simple to Complete

Step 1. The Board completes the Self-Audit
The Board answers 87 yes-or-no questions, either together in a Board meeting or with each Director completing it individually.

Step 2. The President compiles the results
Following the group or individual assessment, the President may compile a composite of the results.

Step 3. Each section is scored
Each section is worth up to 20 points, with bonus points available. The most important questions, the “Critical No’s,” are heavily weighted and deduct points.

Your Score Provides A Clear Picture

Every score range comes with guidance on what to monitor and where to act. Boards are encouraged to repeat the Audit each year to measure progress.

95-100

Exceptionally fine shape

Progressively organized, financially stable, very well run. 

80-94

Good shape

Performing well in most areas, with room for improvement.

60-79

Middle of the pack

Real strengths, but deficiencies that call for outside appraisal and advice.

59 or below

Serious trouble

Immediate action, a long-term plan and outside expertise are required.

Bring to Board Self-Audit to Your Club

To purchase the Board Self-Audit, please click the link below. The Board Self-Audit is included in the CLF Circle Membership and select Platinum Club License.

If you have any questions, please contact team@clubleadersforum.com

© 2026 by Club Leaders Forum

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