Posts Tagged ‘club operations’

What Have You Done for Me Lately?

Monday, March 1st, 2010

How often have we in private clubs heard that from our members?  No one but a few creatures of inviolable habit likes the “same ol’, same ol’,” yet that’s what many clubs serve up month after month, year in and year out.  Why not try a different approach that will “wow” your members?  Make “wow factors” a part of your club’s traditions.

What is a “wow factor”?  It’s anything, usually unexpected, that causes your members to say or think, “Wow, that’s really neat!” or “Wow, I didn’t expect that!” or “Wow, that’s impressive!”

Wow factors are characterized by their unexpectedness and as such any particular wow factor cannot become part of your club routine.  They are executed for one-time or short-term effect.  They are also characterized by being unusual — either cutting edge or just out-of-the-ordinary.  They can be extravagant and expensive, but these should be few and far between.  Most wow factors should be small scale, inexpensive, and momentary, that is, of short duration as in one day, one evening, or one event.

The key to making wow factors is to challenge your club’s department heads to come up with a specified number of wow factor ideas for their areas of the operation — say 10 new ideas for the coming busy season.  Each idea should be briefly described on paper — what it is, how it will be done, what items need to be purchased, any talent that needs to be contracted, any associated labor cost, and an overall estimated cost.  Then all department heads should meet with the General Manager in a brainstorming session to discuss, settle on, and schedule the roll out of each wow factor.

Here are a handful of ideas to give you a sense of the program:

  • Complimentary mini-trio sampler of desserts or appetizers for all diners on a given night — this is also an excellent way to preview or market a new menu.
  • kids-snacks2Free soft-serve ice cream or smoothies for the kids (of all ages) at the pool on a hot summer day.  An alternative would be to arrange for the local ice cream truck to pull up in front of your pool with music playing.  Everyone gets their specialty ice cream treat and you pay the bill.
  • Flowers for all the ladies dining on some non-special night just for the surprise effect.  Google search “special days” for calendars of unusual celebrations and holidays.
  • Have the General Manager act as the club “doorman” on a random evening to greet each member and guest as they arrive.
  • A giveaway of a sleeve of golf balls to each golfer on a busy Saturday morning.  Handed out by the Head Golf Professional on the first tee for maximum effect.
  • Free mini-pizzas in the lounge on an unexpected evening.
  • A themed ice carving for a ladies luncheon.
  • Complimentary and unusual hors d’oeuvres for the weekly card game in the men’s lounge.
  • Face painting or a clown or a balloon artist at your next children’s event.
  • openingwine-2Complimentary wine for no special reason.  A great way to clear out dead stock or showcase new wines.

Again, the key to the wow factor is its unusual nature and unexpectedness.  Several tips:

  • Execute your wow factors where they will have the most effect — food and beverage areas, golf areas, locker rooms, special events, activities, aquatics, tennis.
  • Plan, budget, and schedule.  Formalize your program enough so that the wow factors are spread out and spread around.  Always have a budget.  Say you budget $500 per month for club-wide wow factors.  The cost to the club is $6,000 per year — not an inconsequential amount, but think of the benefit to member pleasure and even employee morale.
  • Wow factor ideas are everywhere.  Borrow from other establishments or something you saw on vacation.  The Internet is a treasure trove of ideas.  Google search words or phrases such as “Fun,” “Fun Ideas,” “Fun Activities,” “Fun Recreational Activities,” and “Inexpensive Activity Ideas” and you’ll get a sense for how many resources are out there.
  • To keep your costs down, get together with vendors for freebies.  Many would be thrilled to get some exposure to your members for their products and services.  Just make sure you prominently give them credit for their donations.
  • Once you’ve used a particular wow factor, save the concept for some future time.  Avoiding routine doesn’t mean never doing it again, just doing it again when unexpected.  Over time, you’ll develop an extensive list of wow factors that can be deployed for maximum effect at some future moment.
  • Keep your wow factor strategy, plans, and schedule under tight wrap.  Don’t ruin the surprise with “loose lips.”
  • Let your members do the talking about the wow factor, not you or your staff.  Act like nothing special is going on, while the members “buzz” about the unusual and unexpected.  Certainly, you may acknowledge a wow factor when asked about it, but act like it’s no deal, just some little thing that happened “spontaneously.”

There are hundreds of websites offering unusual and fun ideas.  Get your department heads and staff excited by searching out the most unusual activities, events, or ideas.  Your members will still ask, “What have you done for me lately?” but they’ll be delighted by the unexpected moments and your staff will be energized by the fun of “giving” these special gifts to your membership.

Thanks and have a great day!

Ed Rehkopf

This weekly blog comments on and discusses the club industry and its challenges. From time to time, we will feature guest bloggers — those managers and industry experts who have something of interest to say to all of us. We also welcome feedback and comment upon the blog, hoping that it will become a useful sounding board for what’s on the minds of hardworking club managers throughout the country and around the world.

Club Resources International - Management Resources for Clubs!

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Creating Measurable Accountabilities

Monday, February 15th, 2010

I have spent a good deal of time over the course of a career trying to establish a basis for meaningful work plans with measurable accountabilities for club department heads.  Looking back on a long career, I would reluctantly admit that I spent too much time doing and not enough time planning and appropriately delegating.

Sure, work planning takes time, particularly if you put enough effort into it to be of value . . . and finding measurable accountabilities for department head performance seems an elusive goal.  Now, though, on the tail end of my career, I have finally found the time to give the whole matter some serious thought.

As far as work planning goes, what I expect from subordinate managers is to meet goals and budgets and to help measure their progress toward specific objectives.  To do this I find it important to establish monthly reviews of financial performance, as well as timelines and milestones toward non-monetary goals, such as developing departmental operation plans and effective training programs.

On the other side of the coin, measurable accountabilities have continued to be a challenge.  Over the years I’ve developed and deployed several versions of managers’ performance evaluation criteria.  Each ultimately proved unsatisfactory though they included a number of meaningful and worthwhile objectives such as “builds teamwork and morale,” “directs work effectively,” and “follows through and implements well.”  As good as these criteria may look on paper; they turned out to be practically meaningless as I attempted to do reviews because I had no hard evidence or objective means of measuring them.  Once again my reviews degenerated to my “gut feel” or “overall sense of things.”  Clearly measurable accountabilities continued to prove elusive.

In recent months I’ve taken another stab at finding performance criteria for which I could establish specific measurable goals.  Here’s what I’ve come up with.

On the big picture scale, I’ve broken down performance expectations for department heads into 6 major categories — leadership, management, training, performance, compliance, and member satisfaction.  These can be weighted based upon changing emphases, but must equal 100%.  Within each major category are sub-categories that can in some way be measured.  These are also weighted, again totaling 100%.  The following chart lays out the major and sub- categories, as well as the means to evaluate and who is responsible for creating the measurements.

measurable-accountabilities-3

This whole process presupposes that the club has already instituted certain disciplines such as holding monthly reviews of financials and departmental plans with each department head; measurements such as departmental and personnel benchmarks; and both member and employee surveys.

I’m sure that there may be other worthwhile things to measure and for which subordinates should be responsible, and I’m equally sure that there will be some challenges in implementing such a system.  But ultimately I believe the benefits of holding subordinate managers strictly accountable for their performance outweighs any and all challenges encountered.

Thanks and have a great day!

Ed Rehkopf

This weekly blog comments on and discusses the club industry and its challenges. From time to time, we will feature guest bloggers — those managers and industry experts who have something of interest to say to all of us. We also welcome feedback and comment upon the blog, hoping that it will become a useful sounding board for what’s on the minds of hardworking club managers throughout the country and around the world.

Club Resources International - Management Resources for Clubs!

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Attending to the Basics in an Organized and Disciplined Way

Monday, February 8th, 2010

I received a phone call a couple of weeks back from an industry colleague who belongs to a private club.  He said he was serving on a committee to look for ways to increase membership and revenues, while cutting costs.  While I mentioned a couple of ideas, I launched into my familiar pitch that almost any club could benefit from attending to the basics of the business in an organized and disciplined way.

champagne-22Most of us recognize that our business is not rocket science.  The basics of what we do are well-known to any club professional.  What makes our jobs so challenging is the sheer volume of things that must be attended to daily in a detail and people-intensive business.  Unless a club operation is well-organized and its managers highly disciplined, it operates in a state of barely-controlled chaos interspersed with periods of downtime.  The challenge for all is to transition quickly from storm to calm back to storm while remaining focused on long term goals, ongoing projects, and continual process improvement.  The solution is to organize the club so that most things happen routinely and that managers at all levels be highly disciplined in approaching their duties and efforts to improve the operation.

The great majority of private clubs suffer from similar problems rooted in the same underlying causes:

  1. Standalone operations with limited resources and few economies of scale.
  2. Clubs operate multiple businesses — food and beverage, golf, tennis, aquatics, retail, recreation, and the major maintenance effort involved in golf course operations.  The knowledge and skill set to operate clubs efficiently is large and complex, and especially challenging for lean management teams working long hours and weeks.
  3. The club business is both labor and detail-intensive requiring significant ongoing training, yet without the necessary resources to adequately provide it.  As a result most clubs operate from oral tradition and service complaints are a continuing issue.
  4. Most clubs operate without a written operations plan made up of detailed standards, policies, and procedures which, as Jim Muehlhausen says in his book, The 51 Fatal Business Errors, requires managers to reinvent the wheel every day.
  5. The hospitality industry as a whole and clubs in particularly offer relatively low wage jobs, limited benefits, and challenging working conditions.  As a result high levels of staff turnover are common, particularly among line employees.
  6. Older clubs with aging memberships and outdated facilities find it challenging to find the right mix of facilities and activities to attract new members.
  7. In most markets, there is ample competition for the members’ discretionary spending — and often from operations that offer limited well-designed and executed products or services; whereas clubs must be all things to all members.
  8. In a sense, club members are a “captive” audience and can quickly grow bored or dissatisfied with the same old events and activities.  A club staff, without the ability or resources to provide frequently changing “wow” factor events, will often hear the comment, “What have you done for me lately?”
  9. In some clubs ever-changing boards offer little continuity of direction.

fancy-table-setting-2Given these and other specific challenges that vary from club to club, it is absolutely imperative that club managers organize their operations in detail.  My own list of requirements includes:

  1. Leadership and management training for all managers and supervisors with an aim of having consistent and disciplined, service-based leaders taking disciplined actions (the benefits of which are discussed by Jim Collins in Good to Great, Why Some Companies Make the Leap . . . and Others Don’t).
  2. Well-defined and consistently reinforced organizational values and culture of service.
  3. A written operations plan made up of standards, policies, and procedures — absolutely critical for human resources and accounting, and fostering organization and discipline in club departments.
  4. Communicate thoroughly with members through a variety of tools and techniques, including newsletter, members only website, management calling programs, and General Manager’s letters.  Understand members’ wants and preferences by taking the pulse of the membership with an annual online survey and monthly surveys of smaller subsets of members.  Analyze member spending habits and purchases to determine individual likes and dislikes, as well as popular and unpopular club initiatives and offerings.
  5. Provide ongoing, thorough training of managers and employees.  This coupled with service-based leadership and a constantly reinforced culture of service will foster employee empowerment — and as John Tschohl, President of the Service Quality Institute says, “Without empowerment, an organization will never be a service leader.  Empowerment is the most critical skill an employee can master and a company can drive in order to lure and keep customers.”
  6. Use Tools to Beat Budget or some other means of real time tracking of revenues, payroll, and other expenses to quickly spot and intervene to correct operational under-performance.
  7. Benchmarking of all areas of the operation to establish the norms of the operation.  The value of benchmarks tracked over time is immense and includes establishing realistic goals for future periods, establishing measurable accountabilities for managers, and easing the preparation and improving the accuracy of future budgets.
  8. Detailed planning, both strategic and tactical, at all levels of the operation and a habit of Continual Process Improvement.
  9. Thorough work planning and performance reviews, coupled with a policy of strict accountability for performance.  This requires developing measurable performance criteria for all managerial positions.
  10. A membership marketing plan based upon the realities of the marketplace and requiring weekly call and action reports from the membership director.  Recognizing that satisfied members are the best recruiters of new members, involve hand-picked members in the membership sales effort.

wine-glass-on-table-21Each of these necessities, while challenging, will improve the organization and discipline of the club while fostering consistently higher levels of service.  The resulting efficiency and service of a well-run club will make it easier to attract members, which improves dues and revenues and ultimately better positions the club in the marketplace.

Many of the tools and resources to implement the initiatives mentioned here are available on the Club Resources International website — most at no charge.  Currently the website has 1,550 high quality, fully integrated resources available — and more being added all the time.  Come explore the site and see for yourself!

Next Week:  Creating Measurable Accountabilities

Thanks and have a great day!

Ed Rehkopf

This weekly blog comments on and discusses the club industry and its challenges. From time to time, we will feature guest bloggers — those managers and industry experts who have something of interest to say to all of us. We also welcome feedback and comment upon the blog, hoping that it will become a useful sounding board for what’s on the minds of hardworking club managers throughout the country and around the world.

Club Resources International - Management Resources for Clubs!

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Training Strategies: Tools and Implementation

Monday, February 1st, 2010

By following the strategies discussed last week, clubs will have developed the following training tools for onboarding new employees - both management and staff:employee-handbook-2

After onboarding, the club will use the following tools to train managers:

  • Leadership training - Leadership on the Line and The Workbook
  • Organizational Values and Service Ethic Training; Values Pocket Card
  • Legal and Liability Issues Training
  • Club Systems Training - Personnel Standards, Policies, and Procedures; Accounting Standards, Policies and Procedures
  • Departmental Standards, Policies, and Procedures for their individual club department
  • accounting-manual1-2Basic Accounting and Financial Management for Managers
  • HR on the Go Training
  • Values on the Go Training
  • Safety on the Go Training
  • Ongoing Daily Huddles
  • DVDs and videos as necessary.  These should be reviewed at the highest level (General Manager and HR Manager or other Subject Matter Expert) to ensure they meet training quality needs and then purchased for the club’s education library.

Ongoing training for line employees will consist of:

  • values1-2Organizational Values and Service Ethic Training; Values Pocket Card
  • Departmental organization and systems training
  • Duties and expectations
  • Service techniques training
  • Training manual for their position
  • On the Go Training
  • Ongoing Daily Huddles
  • Departmental safety training
  • Purchase departmental specific DVDs and videos as necessary

To ensure all the necessary training is given, the General Manager will require all department heads to:

  • Establish a departmental training plan and schedule,
  • Benchmark and report their training on a monthly basis,
  • Make training development and execution part of each department head’s performance review, and
  • Make continual process improvement of training part of their annual departmental plan.

The end result of a formal approach to training should be to make training in all areas of the club part of the daily operational habit, as routine as punching in and out for work, wearing the proper uniform, ordering supplies, conducting inventories, and cleaning the facilities.  When this level of habit is achieved, all manner of benefits are realized by the club - from improved organization and efficiency to greater member satisfaction, retention, and sales, and finally, to a vastly improved bottom line.

Note:  Recognizing the sheer size of the formal training undertaking, start small because any improvements you make are better than no training.  Over time continue to add more training initiatives until you finally have a full-blown, club-wide training program and discipline.  I guarantee your work life will be much easier when you do.

Thanks and have a great day!

Ed Rehkopf

This weekly blog comments on and discusses the club industry and its challenges. From time to time, we will feature guest bloggers — those managers and industry experts who have something of interest to say to all of us. We also welcome feedback and comment upon the blog, hoping that it will become a useful sounding board for what’s on the minds of hardworking club managers throughout the country and around the world.

Club Resources International - Management Resources for Clubs!

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Training Strategies: Planning and Preparation

Monday, January 25th, 2010

Over the last two weeks we’ve maintained that a lack of training is the Achilles heel of club operations.  Without formal and consistent training, a great number of clubs suffer from high employee turnover, member complaints about poor service, lack of organization, and generally inefficient operations — all of which have a negative impact on member satisfaction, recruitment, and retention, and ultimately the bottom line.

Here are some of the strategies to design and field a more robust, formal training program for both line employees and management:

Opening a wine bottle1.   Start with a plan.  As with any major project, there must be a plan.  Things to consider when planning include:  goals, program requirements, training principles, impacted positions, priorities, budget, timelines and milestones, curricula by position, equipment and supplies, resources and materials, benchmarking, administration and documentation, annual certifications, plan and implementation review, and designated responsibilities.

Tip:  Check out the sample Club Training Plan on the Club Resources International (CRI) website for ideas.

Tip:  Start small and grow.  You don’t have to do everything at once.  Pick key member-facing positions with the greatest number of employees to get your biggest bang for the buck.  But don’t forget the importance of manager/supervisor training.  In the long run a well-trained, knowledgeable, consistent, and disciplined management team will be far more valuable to your success than anything else.

2.   Appoint a Training Manager to shepherd the project.  Assign this responsibility to an existing department head.  This individual will draft and present the plan, oversee its implementation, and report directly to the General Manager on plan progress and developments.

Tip:  The training initiative must have the absolute and enthusiastic support, backing, and “will to make it happen” of the General Manager or it won’t go anywhere.

3.   Charge each department head with the task of developing a curriculum outline for each position in his or her department.  These are the topics that employees in any given position must be familiar with.  Much of this information should be written, but some must be communicated or taught by other means, such as demonstrations, videos, DVD’s, etc.  In addition to the “what” (curriculum topics by position), the outline should also include “who” must learn the material, “when” it must be learned, and “how often” it must be taught for material that requires ongoing refresher training, such as sexual harassment, safety training, sanitation, and others.

Tip:  For service skills positions, the standard four-step training process of “Tell-Show-Do-Review” can be improved upon by Jim Sullivan’s 7-step process:  1.  Say What:  explain what will be covered, 2.  Say Why:  explain why the information is important, 3.  Show How:  demonstrate the correct way, 4.  Detail Variables:  since service is situational, discuss acceptable variations, 5.  Guided Practice:  rehearse skills together, 6:  Spaced Repetition:  repeat the skills training over time until each employee “gets it,” and  7.  Teach Back:  have employees teach back lesson as an instructor.

4.   Charge the designated Training Manager with developing club-wide training topics.  Usually this would be done in cooperation with the HR Manager, Safety Manager, or other subject matter experts.  Club-wide topics include an overview of club amenities, facilities, and operation; member rules; employee rules and work-related policies; organizational culture; club operating systems; legal and liability issues; and leadership development.

Important point:  Keep in mind that while much of the information employees and managers must know is similar; there is often a different thrust to the material.  For example, line employees must know what to do if they feel they are being sexually harassed, while managers must understand the nuances of what constitutes sexual harassment, how to avoid it, and what to do if reported to them.

values-2Tip:  Many of these topics have been covered in materials found on the CRI website, for example:  Organizational Values, Readings in Basic Leadership and Management, Leadership on the Line, Managers Handbook, Employee Handbook, Club Safety Plan, and Training-on-the-Go (such as F&B Training-on-the-Go, Safety-on-the-Go, HR-on-the-Go, Values-on-the-Go), and Daily Huddle topics.

5.   New hire training starts with basic information such as job descriptions, performance expectations, club orientation and departmental orientations (they are different, though covering some of the same topics for reinforcement), employee handbook, and managers’ handbook.  Any plan to provide a more formal approach to training must include a review of, or if not already in place, the development of such documents to ensure they cover all pertinent topics and are fully integrated, that is, they are consistent and reinforcing.

Tip:  Again, a good starting point for these documents is the material on the CRI website.  Follow the links above to check out the material.  Download or purchase the material and customize it for your own use.

Other Tips:

  • Experience has shown that critical information provided in small doses over time (hence the training-on-the-go material) is the best way to provide ongoing training at the lowest cost. Instead of specially scheduled, on-the-clock training sessions, some sort of pre-shift meeting for every department and shift is an excellent way to do this. The key here is to have a pre-developed, organized system of material, so that managers can take advantage of such meetings without having to jump through hoops to find and develop topics. Keep in mind that once such material is developed, it is available for future use with little or no effort.
  • Because of the one-time intensity of developing or gathering training material, this project should be done during the club’s “off season.” But to maximize the effectiveness of this limited time, the initial planning and timelines should be completed prior to the slow season to ensure that everyone “hits the ground running” when things slow down.
  • handtray-22Training resources can be found anywhere. The advent of the Internet and search engines makes it relatively easy and convenient to find training material for almost any topic or position. Some will be free and some will cost, but once department heads determine topics, they should begin searching for relevant material.
  • Presenting the material in a professional manner is key! Do not hand your employees a 3-ringed binder filled with odd sheets of copied information. Efforts must be made to eliminate contradictory terminology and information written by different authors. Spend the time and effort to present it professionally — each topic should be presented in a common format with appropriate context, segue, and without extraneous information. You wouldn’t present such a jumble of information to your members, and you shouldn’t do it to your employees who you depend upon for your success.

As an aside:  the beauty of the Internet material is that is can be copied, pasted, and edited in your own formatted documents.  Also, when preparing training material, don’t forget to develop quizzes.  They can be used for formal comprehension testing or during informal teaching Q&As by supervisors.

  • Developing and fielding training information is an ongoing process. Review material over time, adding to it and improving it as you go. Ask employees to give you feedback on the adequacy and effectiveness of the material — ultimately they are the best judges of what’s useful and what’s not.

Developing a comprehensive training plan and program is probably one of the most challenging things your club will do, but the time, cost, and effort is well worthwhile.  Over the long haul, the effort you put into developing the professionalism of your staff and improving the quality of service at your club will have far reaching positive effects on member satisfaction and your bottom line.

Next Week:  Training Tools and Execution

Thanks and have a great day!

Ed Rehkopf

This weekly blog comments on and discusses the club industry and its challenges. From time to time, we will feature guest bloggers — those managers and industry experts who have something of interest to say to all of us. We also welcome feedback and comment upon the blog, hoping that it will become a useful sounding board for what’s on the minds of hardworking club managers throughout the country and around the world.

Club Resources International - Management Resources for Clubs!

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Training: The Achilles Heel of Club Operations

Monday, January 11th, 2010

Recognizing that we work in a detail-intensive business, most club managers understand that comprehensive and systematic training for both subordinate managers and line employees is an imperative.  Yet, the sad fact is that training is an afterthought in many operations, left up to department heads or front line supervisors to conceive, design, and implement.

Why is this so often the case?  I offer the following as some of the factors that make training so difficult for all of us:

  • barman-pouring-drinks-3First, is the standalone nature of most clubs. Busy managers have little time and, in some cases, lack the necessary skill set to design a comprehensive training curriculum for employees. Complicating this is the fact that club operations span many disciplines, including accounting, human resources, marketing, member relations, golf operations, food and beverage, aquatics, golf course maintenance, and other areas. Few, managers have the detailed knowledge of all these disciplines to design the well-integrated systems, policies, and procedures that cover all areas of the operation.
  • The general manager and management staff have not formally defined the standards of quality and service they wish to provide the membership. Without formal standards, how do they determine their training needs?
  • Given the many positions inherent in club operations, there is the need to develop a curriculum for each position to provide employees the appropriate skill set.  This is a daunting task, though focusing on critical member-facing positions is the first step.
  • In addition to individual skills training, employees must be trained in the club culture and values; laws affecting the workplace; employee work rules and policies; liability abatement training such as safety, sanitation, and public health; human resource issues such as sexual harassment, discrimination, conduct, and performance criteria; accounting policies and procedures relating to their work such as point of sale training, inventory procedures, and timekeeping; and all the club’s various organizational systems that allow it to function efficiently.
  • Managers at all levels must be trained in a variety of disciplines including leadership; club culture and values; various laws affecting club operations; club systems; accounting standards, policies, and procedures; human resource standards, policies, and procedures — to name a few.
  • Few clubs have a comprehensive training plan that guides subordinate managers in training standards, responsibilities, budgets, resources, and necessary curricula.
  • There is no easy way for the general manager to monitor training execution due to the lack, in most  clubs, of training administration software and training benchmarks. Short of attending each training session, how does the GM know who is training and meeting the ongoing requirements of a multi-faceted curriculum.handtray-21
  • In times of tight budgets (and when is it ever not such a time?), the cost of every hour of training is multiplied by the number of employees being trained and their hourly wage — and this can have a significant impact on the bottom line.
  • The management staff does not have the will to make it happen given all the other management requirements, demands on their time, and competing priorities.
  • The club’s board, while demanding high service levels, does not understand the direct link between formal training and quality service or, even more importantly, the challenging task of designing and implementing an effective club-wide training program. In many cases, the general manager has not developed the training goals, assessments, plan, proposed budget, and “sold” the board on its necessity.

The bottom line on all these issues is that unless focused on and attended to religiously, they fall through the cracks.  While the training requirements of a well-run operation seem overwhelming, they can be effectively implemented by a variety of strategies which we’ll talk about next week.

Thanks and have a great day!

Ed Rehkopf

This weekly blog comments on and discusses the club industry and its challenges. From time to time, we will feature guest bloggers - those managers and industry experts who have something of interest to say to all of us. We also welcome feedback and comment upon the blog, hoping that it will become a useful sounding board for what’s on the minds of hardworking club managers throughout the country and around the world.

Club Resources International - Management Resources for Clubs!

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Establishing and Maintaining Discipline

Monday, December 7th, 2009

Discipline is necessary to maintain the direction and focus of the organization and to establish and maintain standards of quality and service.  The desire is to achieve excellence and success and supervisors should understand that these goals are dependent upon the quality and commitment of the staff.

Unfortunately, in every group of employees, there are some who have attitude problems, lack commitment, or are not capable of meeting standards.  When confronted with such a problem employee, it is the responsibility of supervisors to deal quickly and effectively with the situation before it degrades the efforts of the rest of the staff.

assurance-21Supervisors’ Responsibility

It does no good to have rules, regulations, and policies spelled out, if they are not going to be enforced by all supervisors.  Whenever a supervisor overlooks an infraction, he encourages others to similar violations.  A lax supervisor can be more damaging than no supervisor at all.

Further, supervisors are expected to actively confront any problem employee in their departments with the aim of correcting the problem.  If it cannot be corrected in a reasonable period of time, supervisors are expected to terminate the individual while following established discharge policies.

Good Communication

Good communication is important when working with a troubled or problem employee.  Some supervisors do not like to confront employees on seemingly “small” issues.  As a result, many small problems build up until the supervisor finally blows his top and is ready to fire the individual.  However, termination is inappropriate because the supervisor has not previously discussed the problems with the employee, warned him of the consequences of continued problems, or offered any help to correct the problem.

Good communication would prevent this situation.  If the supervisor talks frequently with employees, points out minor problems as they occur, addresses continuing problems in a proactive and formal way, an employee will never be surprised should he be terminated.

Disciplinary Philosophy

another-busy-kitchen-2A club should subscribe to the “Hot Stove” approach to discipline.  Employees are told what is expected of them and what the consequences are of ignoring rules, requirements, policy, and procedure.  If they then touch the hot stove, they get burned.

The rationale behind this philosophy is that supervisors want to deal with staff as adults who are responsible for their own actions and they want to avoid inconsistency in applying rules, regulations, policies, and procedures.

Rules, Requirements, Policies, and Procedures

This philosophy requires that supervisors tell staff what is expected of them.  First, do this by spelling out in detail the rules, requirements, policies, and procedures of the club and position.  An Employee Handbook should contain the more important club-wide rules for employees.  Second, expend some effort through orientations and formal training to make staff fully aware of their responsibilities and the club’s expectations.

Fairness and Consistency

A club’s disciplinary process must be fair and consistent.  This will follow naturally from rules, requirements, policies, and procedures being applied fairly and consistently to all employees.  Supervisors who are not fair and consistent will create major problems within their departments.  There is no quicker way to destroy departmental morale and trust than to play favorites.

Often the perception of fairness is as important as the reality.  Supervisors should not only be fair, but also give all appearances of being fair.  If some special situation comes up where your decision may seem unfair to some employees, take the time to explain the situation to everyone.  This will “clear the air” and more than likely satisfy the staff.

Constructive and Progressive

A club’s disciplinary process should be both constructive and progressive.  By this it is meant that all disciplinary actions are aimed at correcting erroneous or inappropriate behavior, and successive disciplinary actions will be progressively more severe.  These two aspects are, in reality, part of the same philosophy.  While the club wants to help employees overcome their problems, when the problems continue, it wants to get the employee’s attention with progressively more severe consequences.

Higher Standard for Supervisors

Because of a supervisor’s position, experience, training, education, and other factors that led to hiring, they are held to a higher standard of conduct and performance than line staff.  In disputes between staff and supervisors, it is expected that supervisors will have solidly documented cases showing thorough investigation of any incident.

While supervisors will always be supported when in the right, line employees will be given the benefit of the doubt when there is insufficient evidence or the absence of a thorough investigation.  The best way for a supervisor to ensure that he is supported in his decisions is to have all his facts together before taking disciplinary action.

For a complete discussion of disciplinary procedures see Employee Development and Disciplinary Guides.

Thanks and have a great day!

Ed Rehkopf

This weekly blog comments on and discusses the club industry and its challenges. From time to time, we will feature guest bloggers - those managers and industry experts who have something of interest to say to all of us. We also welcome feedback and comment upon the blog, hoping that it will become a useful sounding board for what’s on the minds of hardworking club managers throughout the country and around the world.

Club Resources International - Management Resources for Clubs!

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Operating Standards

Monday, October 12th, 2009

aerating-2As anyone who has ever read my writings knows, I am a firm believer in written standards, policies, and procedures as the basis for a well-organized hospitality operation.  Here are some of the reasons why:

Written standards (or the expected outcome of our “moments of truth”) for our products and services must be detailed in written policies and procedures.

We cannot begin in any meaningful way to train our employees until we have defined for them the standards which we wish to achieve.  These must be in writing to allow the General Manager and owners to evaluate and concur with the standards we contemplate.  When written they allow us to consistently pass on the standards to succeeding generations of employees.

Policies and procedures are the “what and how” of the way we do things.  Employees should not be allowed to freelance.  “Discretion [on the part of employees] is the enemy of quality.”  Again, policies and procedures must be written for consistency sake.  Taken together they form the basis for most training material.

Standards, policies, and procedures must be continually reviewed and updated as necessary.  Continual process improvement is the discipline that will not permit us to rest on our laurels, but instead be constantly working to make all aspects of the operation better.

What are some of the reasons that managers do not prepare written standards, policies, and procedures?

  • It takes too much time (so they don’t mind wasting immense amounts of time dealing with untrained staff and a disorganized operation)
  • No one told them to do it (in other words, they don’t have any initiative; they’re not, as Jim Collins described in Good to Great,  “disciplined people taking disciplined action”)
  • Their writing skills are not up to it (so they’ve given up instead of looking for creative ways to make it happen)
  • They don’t know what standards, policies, or procedures to prepare (then why are they a manager? - somewhere in their heads must be an idea of how they want to organize and run their operation)
  • They don’t know what format to use (could copying Club Resources International’s already designed format be any easier?)
  • They have no excuse.  Which is exactly right!

serving-food-21Having faced these issues in job after job in both hotels and clubs, I have over the years prepared an immense amount of written standards, policies, and procedures which are available on the Club Resources International website.  You can join the site for free and begin downloading these resources and customizing them for use at your club.  So honestly, there is no longer any excuse!

Thanks and have a great day!

Ed Rehkopf

This weekly blog comments on and discusses the club industry and its challenges. From time to time, we will feature guest bloggers - those managers and industry experts who have something of interest to say to all of us. We also welcome feedback and comment upon the blog, hoping that it will become a useful sounding board for what’s on the minds of hardworking club managers throughout the country and around the world.

Club Resources International - Management Resources for Clubs!

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Benchmarking

Monday, September 21st, 2009

Imagine two professional baseball teams.  One team measures every aspect of every player’s performance—the number of at bats; number of hits, walks, and strikeouts; batting averages against right- and left-handed pitchers; slugging averages; and fielding percentages.  They also measure each pitcher’s earned run average, number of base on balls, strikeouts, wild pitches; and so on.  The other team decides it’s too much trouble and keeps no statistics whatsoever.

baseball-2These two teams will meet each other eighteen times a season.  While well matched in player talent, hustle, and desire, and though each team possesses competent management and coaching, one team dominates the other season after season.  Would anyone be surprised to discover which is the dominant team?

As everyone knows, this example is ludicrous because every baseball team measures players’ performance and uses this information to make crucial game decisions.  What is it that baseball managers understand that some club managers don’t seem to grasp?  The fact that everything in life follows patterns. When patterns are tracked and analyzed, they can be used to predict future performance and set goals.

Benchmarking, the act of measuring and analyzing operating performance, seeks to understand the patterns underlying a club’s operation.  Reasons to benchmark include:

  • Benchmarks can be used to establish performance goals for future operating periods.
  • Benchmarks help identify under-performance and best practices.
  • Benchmarks from past periods can make budgeting for future periods easier and far more accurate.
  • Tracking revenues and comparing them to historical benchmarks allows management to measure member response to products/services and new initiatives.
  • Benchmarks create the measurable accountabilities for each manager’s work plan.

budget-2The club’s monthly operating statements provide good basic information, but these summary numbers can mask troubling trends within the operation.  For instance, higher food revenues can be a result of less patronage, but each member spending more because of higher menu prices.  The manager is happy with the higher revenues, but is blissfully ignorant of declining clientele.

Benchmarking is best accomplished by department heads who have bottom line responsibility.  Most performance measures will fall into the following broad categories.

  • Revenues and expenses, both aggregate and by type
  • Inventories
  • Retail sales mix to determine buying patterns of members

Most of the raw data necessary to benchmark comes from point-of-sale (POS) reports.  Much of this lode of daily information gets looked at briefly by department heads or the accounting office and is then filed away, rarely to be seen again.  The real value of this information comes from tracking it over time to determine trends by day of week, week to week, month to month, and year to year.  This makes it necessary for managers to pull the information from POS reports and enter it into spreadsheet software.

A few caveats:

  • There are as many aspects of an operation to measure as time, resources, and ingenuity will allow.  Focus on those most critical to one’s operation.
  • Data used in benchmarking must be defined and collected in a consistent manner.
  • When comparing data, always compare like to like.
  • Ensure benchmarks measure events with only one underlying variable.
  • Do not draw conclusions from too small a sample.  The larger the sample, the more accurate the conclusion.
  • When two pieces of data are compared to generate a benchmark, both a small sample size or extreme volatility in one or the other, can skew the resultant benchmark.

Benchmarking is not complicated, but it does require discipline and persistence.  It is best accomplished by setting up routine systems to collect, compile, report, and analyze the information collected.  Like a baseball team, the knowledge gained by benchmarking will bring a club to the top of its game.

Thanks and have a great day!

Ed Rehkopf

This weekly blog comments on and discusses the club industry and its challenges. From time to time, we will feature guest bloggers - those managers and industry experts who have something of interest to say to all of us. We also welcome feedback and comment upon the blog, hoping that it will become a useful sounding board for what’s on the minds of hardworking club managers throughout the country and around the world.

Club Resources International - Management Resources for Clubs!

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A Discipline of Planning

Monday, September 7th, 2009

Managing a club without a plan is like driving through a strange land without a road map.  Given the size, complexity, and money invested in making a club successful, why would anyone consider operating it by the seat of one’s pants?  Yet, this is exactly what managers do when they fail to establish a discipline of formal planning.  And make no mistake about it, it is a discipline - requiring managers and supervisors at all levels to conceive and document their plans for upcoming periods and specific events.  It also requires that the General Manager review all planning documents, as well as review progress toward completing those plans on an ongoing basis.

meeting-2Every enterprise demands a plan.  Without a formal, written plan to focus attention and action upon the completion of specified goals within a specified time period, the club will lack clear direction and purpose.  By putting plans in writing, the responsible manager formally commits to its accomplishment.  Further, there is a common understanding on the part of both the subordinate manager and the General Manager of what will happen and when.  Often, the planning and execution of one department will impact other departments or the club as a whole.  Written plans ensure that all managers and department heads are fully informed about where the club is going and when things are supposed to happen.  Taking all this into account, planning is not a luxury, but a necessity for efficient operations.

Types of Plans.  Planning is necessary on many levels and in many settings.  Formally, the club should have the following:

  • A Club Annual Plan covering a period of 12 months, coinciding with the budgeting cycle.  This plan lays out the specific goals to be accomplished during the year as part of the club’s efforts toward continual improvement.
  • A General Manager’s Work Plan for the 12 months covered by the Club Annual Plan.  This plan lays out measurable accountabilities for the General Manager and is the basis the GM’s performance appraisal.
  • Departmental Plans for the 12 months covered by the Club Annual Plan.  These plans lay out the goals and objectives of each operating department.
  • A Work Plan for each Department Head for the same 12 months.  These plans do the same for the club’s department heads.
  • Plans for major project and events.  These are plans developed for specific major tasks or activities such as purchasing new golf carts, renovating a facility, or preparing for the Member-Guest Tournament.

planning-3Planning Tips.   Having gone through the planning process a number of times, I offer the following advice to all General Managers:

  • Start early.  Procrastination results in poor, disjointed planning.
  • Lay out the broad outlines of what the Board or GM wish to accomplish.  These outlines will impact the priorities and initiatives of the club’s operating departments.
  • Involve your staff.  The departmental plans must take into account the broader goals of the club, but will also include the plans and agendas of individual Department Heads.  Further, since no department works in isolation, one department’s plan may affect others - either materially or in the timing of events and accomplishments.
  • Challenge staff.  General Managers should explain the big picture of club direction and progress and then challenge Department Heads to work on specific initiatives within their departments, for example, implementing Benchmarking, setting up Tools to Beat Budget, reviewing departmental training material and plans, Continual Process Improvement.
  • Planning is a process.  No plan is completed after one pass.  Back and forth discussion between the General Manager and Department Heads and among the different departments will further refine plans insuring a well-integrated club plan.
  • Use planning as a team-building exercise.  Given the preceding tips, I encourage General Managers to use the annual planning process as a team-building process.  Call an early planning meeting with all Department Heads to lay out the purpose, process, and planning timeline.  Then establish a series of planning meetings at which each Department Head presents his or her plans to the rest of the management staff for input and feedback.  One Department Head’s ideas may spark others to similar accomplishment.  Encourage critical review of plans and challenge groups of Department Heads to work together to work on larger club or departmental initiatives.

When departmental plans are completed, General Managers must review them and incorporate the more significant items in the Annual Club Plan.  All this should be done in time to allow adequate review and feedback by the Board before the start of the budgeting process.

Lastly, plans must not be a one-time task not to be looked at again.  To be truly useful departmentals and the Club Annual Plan should be reviewed often.  I recommend a brief review of plans and accomplishments during the Monthly Review of Operating Statements.  This ongoing review and discussion of planning will ensure timely completion of tasks and keep the club on target to meet all of its Annual Goals.

Summary.  The importance of disciplined planning cannot be overstated.  Haphazard planning results in haphazard operations and equally haphazard performance.

Thanks and have a great day!

Ed Rehkopf

This weekly blog comments on and discusses the club industry and its challenges. From time to time, we will feature guest bloggers - those managers and industry experts who have something of interest to say to all of us. We also welcome feedback and comment upon the blog, hoping that it will become a useful sounding board for what’s on the minds of hardworking club managers throughout the country and around the world.

Club Resources International - Management Resources for Clubs!

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