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Summit Club Operating System
Lead with Confidence.
Bring Your Board Along.
Financials, governance, and what your members and team members are telling you, in one place, benchmarked against hundreds of peers. It’s the only integrated business-intelligence platform built for the governance and management of private clubs.
The Same System, Every Manager, Every Board, Every Year.
When everyone works from the same benchmarked data, alignment stops being a coincidence. Summit puts your club's numbers, governance record, and member and team member feedback into a single benchmarked system, so board, committee, and management meetings begin with facts rather than speculation.
Here's what that looks like:
| With Summit | The Usual Process |
|---|---|
| Every number is benchmarked against hundreds of peer clubs. | A spreadsheet makes the rounds among peer clubs, but nobody counts the same way. There's no telling if the comparison is ever apples to apples. |
| Agendas, documents, and board votes live in one portal, ready before the meeting. | Board books get rebuilt from scratch every cycle, stitched together from email threads and shared drives. No way to know who actually read them before walking into the room. |
| The Private Club Balanced Scorecard carries priorities from one board to the next. | Last year's priorities live in a deck on someone's drive or on a shelf from a one-time event strategic plan. |
| Financial, governance, and member and team member feedback, read together. | Each system holds one piece. None of them talk to each other. |
| The club evolves on a plan it chose. | The club evolves sporadically, if at all. Lack of consistency and direction. |
Summit in Two Minutes
See Where Your
Club Stands.
Every figure is benchmarked against roughly 1,000 clubs a year, the largest standardized database of club industry data in existence. Navigator holds your financial, balance sheet, and member data in one place, with the industry context that tells you what you are looking at.
Understand What Drives Member and Team Member Experiences.
Systematic, research-backed surveys track member, team member, and board sentiment over time instead of a single snapshot, so you always know where things stand. Viewpoints connects what people tell you to what the numbers show, so you can see what's shaping satisfaction and defend what you decide to do about it.
Governance That Outlasts Every Transition.
One place for meetings, documents, board votes, and progress. The board book builds itself throughout the year, not in a scramble the week before. Management spends less time assembling emails and shared-drive files, and more time walking in prepared. A Board Portal built for the club industry, where continuity lives in the system, not in any one person's inbox.
Measure What Matters.
Navigator gives you context on any number; the Private Club Balanced Scorecard KPIs tell you which numbers to look at; 28 metrics to remove the distraction of data overload.
The BSC turns your club's strategy into a short list of measures that track its health, spanning your foundation, operations, member experience, and financials, each one benchmarked against 1000+ peer clubs. Set once with your board, it carries forward across every transition instead of resetting with the next one. The same measures, reviewed the same way, meeting after meeting, so the board's attention goes to decisions rather than to whatever numbers made it into the packet.
Built For Your Seat at the Table.
Choose your role to see how Summit works for you.
- GM/COO/SENIOR CLUB MANAGER
- BOARD MEMBER
- CFO / FINANCE CHAIR
- HR DIRECTOR
- MEMBERSHIP DIRECTOR
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GM/COO/SENIOR CLUB MANAGER
Align everyone with the plan (backed by data).
Summit brings Navigator, Board Portal, and Viewpoints onto one platform, built around your club. Move from reacting in the moment to a deliberate plan the board, committees, and membership can see. It’s built around all of your data.
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BOARD MEMBER
Govern like an owner.
Every new board doesn’t have to start from scratch. Board Portal and the Private Club Balanced Scorecard connect the same financial and survey data your GM relies on, so you govern with context, not guesswork, and the next board picks up where you left off. Half of all clubs carry a lower real-dollar net worth today than in 2006. The process you build doesn't start over every time your board does.
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CFO / FINANCE CHAIR
Board-ready context, without the manual work.
Every club codes its financials a little differently, which is why most peer comparisons fall apart and don’t give you the full picture. Summit standardizes to a common chart of accounts first, so your numbers line up against roughly 1,000 clubs a year on the same terms. When you bring a recommendation to the finance committee, you can show exactly where the club sits relative to its peers and move the conversation from conjecture to context.
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HR DIRECTOR
Compensation and culture data, built for club HR.
Team member surveys, 360 reviews, and compensation benchmarking span 150+ club-specific positions, built into the same platform your GM and board use every day. Labor represents 58% of expenses in a typical club, so make pay and development decisions with industry context behind them and show the board why they're worth funding.
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MEMBERSHIP DIRECTOR
Hear from the whole membership, not just the vocal few.
You have a pulse on what members and prospective members are looking for. Viewpoints puts structured member, team member, and board feedback next to the financial picture in Navigator and the decision record in Board Portal. That pattern you've been sensing now becomes something the club can act on and fund.
The Research Team Behind Every Number.
Any dashboard can show you your numbers. Summit is built by the people who know what those numbers mean.
Member spending shows up next to satisfaction scores. NPS and value read together by tenure and generation. The capital plan sits against what the member experience costs.
All this comes from a research team that's spent two decades studying what predicts a healthy club. That’s expertise most clubs can't justify hiring in-house.
Summit and COMPASS
Create The Full Picture.
Summit shows where your club stands today. COMPASS shows where its capital needs to go next.
Together, they add up to CB Enterprise: the complete view of your club's performance and its future.
Do You Understand the Full Picture of Your Club's Financial and Capital Needs?
Net worth is one of the clearest views into whether your club's capital engine is keeping pace with its facilities and its members. Run the free report to see where your club's net worth falls against peers, and start the conversation about what comes next.
Confidently Lead Your Club.
See what Summit looks like for a club like yours, or explore our resources first.
