
STRATEGIC PLANNING PROCESS
Discovery
Our Strategic Planning process begins with a variety of studies and other research and analysis that provides the club's Board of Directors with pertinent and important data to approach planning properly.
Some of the studies involved in the Discovery phase include Member Focus Groups, Surveys, Financial and Membership History and Trends Analysis, and market and demographic studies.

Member Input
To be successful in the long run, a strategic plan must have early and proactive input from the entire membership body. Members develop a more open mindset toward the plan that is ultimately presented, primarily because they know it is not just someone's personal agenda.
Financial Modeling
A successful strategic plan must have a basis in financial feasibility and have studied the alternative ways to finance the plan. Club Resources has developed a unique and very effective Financial Sensitivity Model that provides a clear understanding of the impact of the financial alternatives being considered.
Leadership Workshops
Once the research studies have been concluded, the Board must come together to review, discuss, and debate the critical issues and priorities on which the strategic plan is based. CR's approach to facilitation of strategic planning workshops or retreats is to prepare a concise presentation of the Discovery data in advance of the planning meeting.
Membership Presentations
Club Resources believes that it is essential for every strategic plan to have substantial member support. We recommend that any vote of the members have at least a 70% or greater positive vote. CR has a proven approach that includes town hall meetings and member workshops, impressive design and plan presentations, and pre-vote surveys to ensure a 70% or better vote result.



