The Leader in Private Club - Consulting - Governance - Strategic Planning - Master Planning

Private Club Consulting by Clubwise Consulting, LLC

Strategic Planning

The Planning Process uses "The Director's Guide For Club Governance" and "The Governance Checklist" - Publications of Premier Club Services and "The Strategic Management Handbook".

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Strategic Planning

Clubwise Named Strategic Planning Company of the Year

StrategicPlanningCompanyOTY.pngThe BoardRoom Magazine’s 2017 Excellence in Achievement Awards recognized Clubwise as the Strategic Planning Consulting Company of the Year. We are honored to be selected ahead of so many fine companies for this prestigious award. 

The BoardRoom Magazine is the leading resource of club managers, officers, and directors of private clubs worldwide. 

We were also honored that Clubwise Principal, Jerry McCoy, MCM received the LIFETIME ACHIEVEMENT AWARD for his many contributions to the club industry.

View New Boardroom Institute Educational VideoClubwise Consulting - BoardRoom Institute Video

Private Country Club Consulting & Strategic Planning

Clubwise was formed in 1996 to meet the demand for expertise in private country club consulting, private club strategic planning, private club governance, major capital development and membership marketing. The company is a leader in consulting services that have their basis in functionality and a solid operating perspective.

Over the years Clubwise has specialized in using membership surveys as a vehicle for change. The company has a national reputation for being able to lead clubs through major capital projects and facilities enhancement. Clubwise is known for the ability to evaluate plans and make recommendations that will deliver on member expectations.

How to Be Club-Wise

What a private club is, and does, can be divided into four distinct areas for analysis purposes. These four areas are: Membership, Operations, Facilities and Governance.

Each area is directly related to the other. Whenever a decision is made regarding one of the areas it can have an impact on all of the other segments.

So the question becomes "Why hire a consultant to help you in one of the areas if they do not have a comprehensive knowledge of all the other areas?" This was the premise on which Clubwise was founded.

It makes no sense to have a company help develop a strategic plan if they do not understand facility needs and master planning. Why hire a master planner who does not have a club operations background? What good is a survey company that can not analyze the data based on operating and service delivery systems? How can a company provide effective insight into how governance should work at the club without an extensive of how decisions impact each area of the club?

Clubwise offers comprehensive consulting services from membership surveys to strategic planning, from operational issues, to finance and master planning. Services regarding private club consulting include:

  • Private Club Strategic Planning
  • Private Club Master Planning
  • Private Club Governance Evaluation & Review
  • Private Club Operational Audit
  • Private Club Food & Beverage Analysis
  • Private Club Board Retreats
  • Private Club Board Orientation

The Clubwise concept was developed by Jerry N. McCoy, MCM to provide a complete solution to club issues. Mr. McCoy is one of only a few Master Club Managers (MCM) in the country and offers a unique perspective regarding the total club. His book The Service Gauntlet details new concepts in strategic planning and club operational thinking.

When membership surveys lead to strategic planning which may lead to master planning Clubwise provides the club the comfort of not having to change consultants in mid-stream. The club can be guaranteed that it will receive creative solutions that protect club assets and save valuable resources that can be poured back into any required improvements. Clubwise can help through the complete process at dramatic savings over larger specialized companies with substantial overhead. With Clubwise as your advocate during contract negotiations with architects and interior design firms enough money can be saved to virtually get Clubwise services for free.

Association of Private Club Directors

Purchasing Association of Private Clubs

Board Room Institute

Club Managers Association of America

Clubwise President
Jerry McCoy, MCM
Has been named
Dean of Education
The BoardRoom Institute

Get in Touch

Clubwise Consulting
Jerry N. McCoy, MCM
3507 Dunlin Shore CT
Norcross, GA 30092


A Premier Club Services® & Purchasing Association of Private Clubs 
Preferred Vendor

How is your Club doing on Strategic Management?

Peter Homberg
Past President, CMAA
"I read over your Strategic Management handbook, and I think it's excellent. It presents all of the components of the process in a clear and concise manner, is easy to follow, and would be an extremely helpful tool for GMs and club boards alike."

New Clubwise Strategic Management Handbook

Strategic Management Handbook

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