Strategic Planning - Long Range Success & Sustainability
ClubInsights’ vast experience with hundreds of strategic planning projects throughout the county have evolved into the most successful format for driving strategy. ClubInsights’ process includes due diligence, collaborative and forward-thinking team discussion, development of a consistent mission and vision, and the recognition of specific goals and objectives over a precise timeline. Throughout the process, ClubInsights will ensure accountability to all stakeholders. Here are the actions we recommend in developing your strategic process:
Due Diligence:
Market intelligence, historical trends, member profiling and an understanding of your Club’s competitive environment is crucial in developing a vision of future sustainability. ClubInsights' team will efficiently and chronologically assemble pertinent market and club related data into a presentation format, for dissemination and discussion at the Board Retreat.
Board Retreats:
One of the most effective ways to start the strategic planning process and to prepare your new and existing Board for the realities of an ever-changing marketplace and industry is to create the forum for education and objective discussion. ClubInsights' team will collaborate with you to create a Board Retreat agenda and discussion points to include the following:
- State of the Industry Overview
- Industry Best Practices
- Monetizable Capital Improvements
- Member Engagement Strategies
- Specific Market Conditions
- Member Profile and Historical Trending
- Current Brand Positioning
From this foundational process, ClubInsights will lead the discussion toward development of specific goals and objectives for the plan and strategic actions and decisions required to achieve them.
Ultimately, the retreat process displaces potential bias and conjecture with objective and informed informational sharing and solution building, leading the way toward a staff engaged implementation process.
Through inclusivity and sharing, your strategic team is created. As co-authors, your team will readily embrace the plan, understand its strategic meaning to the future of the Club and enthusiastically facilitate the methods required to achieve your goals and objectives.
Oversight:
After the Board Retreat, ClubInsights will work with the Committee and Staff to nurture the plan’s development into a specific, goal-oriented facilitation process that is both timed and accountable.
Strategic Plan Timing:
Timing for completion of a plan is relative to the desires and participation of the Board, the Team and the Committee. The nucleus of the plan can be developed at the Board Retreat with the processes taking 30-60 days to fully vet and document.
Deliverables:
In addition to a full draft overview of the due diligence and recommendations, ClubInsights will deliver a one-page plan including mission and vision statement, major goals and objectives, strategic actions required of the Board and Committees, and a detail of actions required for staff to facilitate the plan.
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