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Club Leaders Forum

ROADMAP TO EXCELLENCE

PRIVATE CLUB ASSESSMENT

Private Club Assessment 
 

Presidents and General Managers continue to affirm that the Club Leaders Forum Assessment, performed by a knowledgeable and objective third party, has proved to be of great value to their club, Board and leadership. The Assessment employs the Platinum Clubs® of America Selection Criteria — seven fundamentals of excellence in the private club industry utilized to elect Platinum Clubs of America.

 

 

The Club Leaders Forum President, who has over four decades years of private club industry experience in the United States and around the world, conducts the Assessment. His visit consists of a thorough facility tour and meetings with the General Manager, department heads and the Board President and/or Board Members. Club Leaders Forum subsequently provides a detailed and comprehensive report for you and your Board.

 

The Assessment report provides tangible and quantitative content with specific actions which can be measured. Only 10 Assessment are performed annually at Golf and Country, City, Yacht and Athletic Clubs.

Clubs that would like to benchmark against the finest clubs in the World

Clubs seeking Platinum Recognition or wishing to improve their ranking

"Club Leaders Forum has the unique ability to benchmark your efforts against those already recognized as the finest in the industry and employs a unique approach. I am certain that you will find the time spent and financial investment associated with your Club Assessment to be extremely valuable."

STEVE SALZMAN, GENERAL MANAGER
THE CLUB AT CARLTON WOODS, THE WOODLANDS, TEXAS

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How It Works
 
SCHEDULE
 
The process commences with an indepth teleconference and the submersion of a broad range of club bylaws, financials and other materials, which are reviewed prior to arrival.

 

On the day of arrival, the Club Leaders Forum President conducts a dinner meeting with the General Manager/COO/CEO and/or Board President (optional), to discuss the goals and objectives of the Assessment. The following day, he embarks on a tour of the club followed by a series of comprehensive meetings with the General Manager, Department Heads and the Senior Management team. The Club President and/or Board members are invited to attend a luncheon to learn about the Assessment process and benefits. Each of the Seven Selection Criteria for Platinum Clubs of America or the World are addressed during the lunch meeting. 

 

DOCUMENT REVIEW

The following documents are reviewed prior to arrival:

 

  • Mission and Value Statement

  • Club Rules

  • Club Bylaws

  • Governance Structure

  • Role and Responsibilities of Board and Committees

  • Clubs Financials (last 3 years)

  • Reserve Study

  • Strategic or Long-Range Plans

  • Employee Handbook

  • Employee Training Manuals

  • Employee Recognition Programs

  • Members Programming (fixed annual events)

  • Family Programming

  • Membership Opportunities

  • Membership Reports and Recruitment Initiatives

  • Club Collateral Materials

  • Most recent Newsletter (if applicable)

  • Social Media applications and technology

REPORT DEVELOPMENT

 

A comprehensive Executive Summary Report is created and provided within 14 days from the conclusion of the site visit. A teleconference may be scheduled to discuss the contents.

 

 

ASSESSMENT FEE

 

Pease complete the form below or call for pricing.

TESTIMONIAL

The Club Leaders Forum Private Club Assessment was an incredibly valuable experience for all of us; the process itself was extremely thorough, touching on every area of our operation (both member-facing and back of the house). Even before the formal report was received the conversation at the club started to change. 

 

Having a sense of how we stack up against the very best clubs in the U.S. and the World is beyond valuable to my Board and me. We are committed to being world-class in all that we do, but defining what that means has always been a struggle. Now, we have a clear road map of which areas we can improve in, and how. In addition, many of our past strategies and decisions were vindicated by the assessment, breathing new confidence into our strategic planning process.

 

It would be fair to say that the assessment has helped to crystallize our vision and to focus our team of paid and volunteer leaders behind key strategies that will take us to the top of the industry. Moreover, we now have an objective third party partner who can help to steer us in the right direction while also continuing to objectively evaluate our strengths and weaknesses, opportunities and threats relative to our competitor set and the very best clubs. I highly recommend the process to anyone who is interested in taking their club to the next level.

MILES TUCKER, GENERAL MANAGER
HILLCREST COUNTRY CLUB, LOS ANGELES, CALIFORNIA

REQUEST INFORMATION

+1 818 851 3180

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