TRANSITION LEADERSHIP
While there are numerous options available for interim management services, I am available to provide:
• Transition guidance to the Board during a search and placement of a new GM/COO
• Part-time interim leadership for the management team
OTHER POLICIES
Clients will have open access to a library of policies to adopt, customize and implement, including but not limited to:
• Delegation of Authority
• Risk Mitigation
• Compensation
• Governance
DELIVERABLES
Clients will have open access to a variety of models and templates that can be adopted, customized, and implemented, including:
• Standardized Governance Calendar
• Board Reporting and Disclosure Metrix
• COO Evaluation Protocol
• Committee Charters
• New Board Member Orientation Model
• New Staff Member Orientation Model
• New Manager Onboarding Model
• New Committee Member Orientation Model
• Nominating Committee Charter and Process
• Board Member / Candidate Skills Matrix
• Succession Planning Template for Management
• Succession Planning Template for Board
• Conflict of Interest Disclosure
• Annual Report Template
• Board Meetings
o Expectations
o Materials and Layout
• Charitable Foundation Structure
o 501 C-3 Affiliate
• Feedback Cultivation and Conveyance Systems
GENERAL OVERVIEW
A typical engagement would include:
• Initial assessment to determine front-end engagement time requirement
• 4 – 5 hours per month of consulting time, thereafter
• Engagement is generally remote, with reasonable and customary site visits
• Additional site visits as requested
• Collaboration with GM/COO to implement best practices in leadership, business management and governance
• Collaboration with GM/COO to evolve club committees to an enlightened platform
• Counsel Board of Directors in conducting and evaluating self-assessment
• Work with GM/COO and Board to gradually evolve corporate governance to a best practices platform
• Operating Plan Template
o Assumptions, Goals and Objectives
• Budget Best Practices
o Template
• Capital Reserve Study
• Communication Plan
o Membership, general
o Emergencies / Disasters
o COO 360 (Board, Membership, Team)
• Business Model for Real Estate Broker Partners
o Gated Communities
• Capital Reserve Model
• Risk Mitigation Template
• Member Meeting Templates
o Annual Meeting, Town Halls, etc.
o Other Informal, i.e., “Coffee with Leadership”
• Emerging Leaders / Mentor Program
• Internship Program
• Talent Acquisition Assistance and Support
• Candidate Profiles for Senior Management
• Employment Agreements
• Offer / Engagement Letters
LEADERSHIP TRAINING
At a mutually agreed upon time and location, I will offer the following leadership seminars to the management team:
• The Ten Keys to Excellence
• Ten Keys to Enlightened Governance
• Keys to a Great Workplace Culture
• 5-Diamond Service Standards
• Effective Communication for Hospitality Leaders
• Business Writing for Hospitality Leaders
• Recruiting 101
• Mentoring 101
• Human Resources 101
CAREER HIGHLIGHTS
Quail West Foundation, Inc.
Chief Operating Officer
CONSULTING AGD
Naples, FL
2016 – Present
Premier residential club community with 700 homesites, 120,000 sq’ clubhouse, 250 employees and annual budget of $18M. Completed award-winning, $35M facility renovation, named Community of the Year in 2018 by Collier Builders/ Realtors and achieved Club of Distinction honors by Board Room Magazine.
Westwood Country Club
General Manager & COO
St. Louis, MO
1999 – 2016
An Exclusive, 100-year old country club with 700 members, 150 employees and an annual budget of $10M. Highest ranking Jewish Club on the Platinum Club’s of America list in 2012.
Champion Hills Club/POA
General Manager & COO
Hendersonville, NC
1997 – 1999
Signature Tom Fazio golf club and residential development with 300 members, 100 employees and an annual budget of roughly $5M. Earned numerous awards in community and facilities design.
Riverwood Golf Club
General Manager & COO
Port Charlotte, FL
1992 – 1997
Mariner’s flagship residential community and club, with 350 members, 100 employees and an annual operating budget of $2.5M.
PROFESSIONAL DESIGNATIONS
• Certified Club Manager (CCM) – Club Management Association of America, 2000
• Certified Chief Executive (CCE) – Club Management Association of America, 2008
• Honor Society Member (HS) – Club Management Association of America, 2007
• Certified Hospitality Educator (CHE) – American Hotel Motel Association, 1998
• Community Association Manager (CAM) – State of Florida, 2017
AWARDS AND RECOGNITION
Acknowledged professionally on several occasions, including:
• “Executive of the Year”, Club Management Magazine, 2019
• “Exceptional Leadership Award”, Boardroom Magazine, 2020
• “CMAA Fellows”, Club Management Association of America, 2020
• “Facility Manager of the Year”, USPTA, 2021
• “Excellence in Club Management”, James H. Brewer Award Recipient, 2013
ASSES S GUIDE DEVELOP The BoardRoom magazine Volume XIX, March/April, 2015 ISSUE 257 | VOLUME XIX MARCH/APRIL 19 YEARS OF EDUCATING THE PRIVATE CLUB INDUSTRY 10 PUBLISHER’S PERSPECTIVE ‘Merry Christmas’ - Marco Abdi 54 HUMAN RESOURCES Striving to Create Work/Life Balance 84 | INTERNATIONAL Solving Golf’s Problems Three Dos and Three Don’ts 108 CLUB SERVICE Sorry, Not My Section... BOARDROOM MAGAZINE EXCELLENCE IN ACHIEVEMENT AWARDS | PAGE 60-67
the Challenges Ahead COVER PHOTO BY BRENT CLINE
CMAA President Tony D’Errico Relishes
CLICK HERE to view Tony D’Errico’s LinkedIn Page. CLICK HERE for Tony D’Errico’s award article. CMAA EXECUTIVE OF THE YEAR
