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Board Strategic Planning

Clubs with an active and relevant Strategic Plan are the ones that are thriving. They are not making reactive decisions, but have a clear, highly proactive and well communicated plan that reassures the membership that the business is strong and viable. Paying careful attention to the strategic position is the ingredient to consistent success in this new club world!

The JR Sullivan Consulting team draws on over 80 years of private club management experience to help guide boards in their strategic planning process. Contact us to find out more about our Comprehensive Strategic Analysis and Program Development or our Strategic Thinking Quick-Start and Review.

Strategic Planning Process Components:

  • Member Surveys
  • Board Survey
  • Focus Groups
  • SWOT Workshops (Strengths, Weaknesses, Opportunities, Threats)
  • Strategic Action Plan
  • Town Hall Meetings

Strategic Planning Process Steps:

  • Research club operations, core values, mission, and vision
  • Measure member satisfaction
  • Review and analyze data provided by club
  • Meet with Board, and Key Management to review governance structure and gather input for the plan
  • Assemble the data to format the plan outline
  • Generate “buy in” from staff and committees
  • Develop the draft plan
  • Create an action plan with Board and Strategic Planning Committee and Key Management identifying the issues, objectives, strategies and tactics, accountabilities and timelines
  • Finalize report outlining plan for future to include a living document
  • Review results of the strategic planning process with members at a town hall meeting

“The purpose of a plan is not to produce a plan, but to produce results.”

– John R. “Jack” Sullivan, CCM