Board Surveys & Virtual
Board Orientations

lay the foundation for strategic governance

CB Flag-01
Board Orientation

Strategic Governance Begins Here

Frequent board turnover is a club industry trait that often derails efforts to develop and maintain consistent strategic leadership. The Club Benchmarking Governance Self-Evaluation Survey identifies gaps in board education and alignment and lays a solid foundation for effective annual board orientations.

What is the Governance Self-Evaluation Survey?

The Purpose: The Club Benchmarking Governance Self-Evaluation Survey is designed to provoke thought, fuel productive discussion and promote adoption of best practices. Analysis of board and GM responses diagnoses alignment issues and highlights opportunities to strengthen your leadership efforts.

The Process: All Board Members and the club's General Manager/COO complete the proprietary online self-evaluation survey. Our team will analyze your club's results and present the findings in a one-hour virtual session that includes a high-level benchmark analysis of your club's financial position.

The Focus: Questions in the Governance Self-Evaluation Survey focus on identified best practices in club governance. A core set of questions are related directly to the club's financial health and address awareness and understanding in the areas of strategic and long-term financial planning, the nomination process & succession planning, board focus and effective leadership training.


The Team: Joe Abely and Dave Duval share a unique perspective on club governance. Their careers followed a common path of CPA, CFO, COO, CEO, Partner and Board Member of multiple corporate and tax-exempt entities. They joined forces in 2007 when both were assuming the treasurer role at their respective country clubs and eventually became club presidents, each serving a total of 12 years.

A Different Approach to Board Orientation

Our unique, virtual approach to the annual board orientation process focuses on the practical aspects of being a contributing club board member and fulfilling the fiduciary obligations that come with that role. Our goal is to compress the learning curve for board members and drive alignment around best practices across the leadership team. Our virtual orientation will address:

  • Purpose of the Board and Board Member Job Description
  • Legal Responsibilities (and Exposures) of Board Members
  • Lessons Learned from Board Experiences, Clients & Peers
  • Governance Survey Results - Best Practices and Setting the Annual Agenda
  • Private Club Finances, Benchmark Analysis and Long-Term Financial Planning
  • Roles & Responsibilities of Officers, Executive Committee, Committees and Management
  • Q&A

Let Us Know
How We Can Help

We believe the cure for the disruption and inconsistency caused by frequent turnover on club boards is regular self-evaluations as part of an effective annual board orientation process. Our professional experience has served us well as volunteer leaders at our respective country clubs and it gives us a unique perspective on club governance. Relative to other industries, clubs tend to operate in isolation and in the absence of information about club-specific best practices, we see boards filling the void with home-grown practices they either inherited or created from scratch in each new cycle. Our goal is to help boards learn to work together more effectively and to ensure that board members have the knowledge they need to succeed. 

Contact Us to Learn More