These templates have been refined over twenty-five years to assist course management to develop internally a “winning strategic plan” for their facility cost effectively.  The templates can be downloaded below.

For the individuals that purchase “The Winning Playbook for Golf Courses – Shortcuts to Financial Success“, you are eligible for a discount by registering.  Upon completing the form, you will receive a CODE entitling you to tremendous savings.  Enter the CODE in the cart check-out.

Note that individuals who purchase templates, also receive a 30 minute ZOOM meeting consulting session to ensure you receive full value from your investment.

STRATEGIC TEMPLATES
All Templates, if bought individually: $4,790
All templates can be purchased for a set for: $2,000
Step Description File Format Level of
Difficulty
Explanation
0 Pre-Test Survey Adobe Entry These pre-test templates ask 40 questions to ascertain the level of the respondent’s knowledge of the business of golf. Your answers can be compared to a national survey. Free
0 National Survey Strategic Planning Results Web-based survey Entry The results of your peers are presented in a survey completed in 2018. You are likely far ahead of them. Free
0 Vision – Private Golf Course PowerPoint Entry Promises versus performance. This template helps a private club determine if its brand promise is at the platinum (5-star) gold (4-star) silver (3-star) bronze (2-star) or steel (1-star). Free
1 Vision – Public Golf Course PowerPoint Entry Promises versus performance. This template helps a public course (daily fee, municipal, or resort) determine if its brand promise is at the platinum (5-star) gold (4-star) silver (3-star) bronze (2-star) or steel (1-star). Free
1 Geographic Local Market Analysis Excel Intermediate Demographic profile (age, income, ethnicity & population density) contrasts your course with the golf courses within 30 miles of yours to determine strategic potential. $500
1 Slope Rating vs. Mosaic Profile Correlation Excel Easy Assess whether the MOSAIC profile and the slope rating of your course in balance to attract and retain golfers within a 10-mile radius Free
2 Revenue Performance vs. Weather Playable Days Excel Intermediate Is your facility under- or over-performing in relationship to the number of golf playable days? This template will help you measure that benchmark. Includes 12-month license from Weather Trends International $500
2 Season Pass – Sensitivity Analysis Excel Entry Determine the correct price for a season pass based on the number of playable days in a golf season and the appropriate discount to be provided. Also measure the impact on total revenue of raising prices and estimating decreased unit sales. $25
3 Technology Integration Checkpoint Excel Easy In today’s Internet-connected world, customer service and financial reporting are rooted in the idea application of technology. This worksheet highlights the options available to ensure that you are leveraging technology properly. $50
4 Cash Flow Forecast – 5 Years – Daily Fee/Municipal – 1 course Excel Advanced The operation of a daily fee or a municipal golf course can be forecast based on 60 controllable variables. This worksheet facilitates sensitivity analysis to quickly project revenues, income, and expenses for the next five years for a daily fee and municipal golf courses. This template is also available for 2, 3, 4, 5, and 6 courses with a consolidated worksheet tab and capital investment option alternatives. $250
4 Cash Flow Forecast – 5 Years – Private Club or Resort Excel Advanced The operation of a private club can be forecast based on 50 controllable variables. This worksheet facilitates sensitivity analysis to quickly project revenues, income, and expenses for the next five years for private club courses. $250
5 Annual Labor Hour Estimate Excel Intermediate A superintendent engages in 40 separate tasks that vary by day, week, season, or annually. This worksheet calculates the labor hours required annually to maintain a golf course. $25
5 Deferred Capital Expenditures Excel Entry Fourteen depreciable capital components comprise a golf course. This spreadsheet will help you determine the annual capital allocation in reserve and the aggregate deferred component. $25
5 Equipment Inventory Master Excel Advanced There are 44 different pieces of equipment required to properly maintain the course. This worksheet calculates the value of equipment on hand, capital reserves required, and components that should be acquired. $25
5 Equipment Master – Capital Reserves Excel Advanced The worksheet provides inputs for the expected life of the equipment, current age, and the needed capital reserve funds. $50
5 Maintenance Task Matrix with Expense Projection Excel Easy There are many levels on which a golf course can be managed. This worksheet helps determine the frequency of the tasks, the labor required, and the projected costs. $50
6 Customer Value Experience Excel Entry Most golf courses determine green fees based on historical rates or what their competition is charging. This exercise will provide an estimate of the correct green fee based on the experience that is created at the facility. $50
6 Green Fee Pricing Tool – Simple Excel Intermediate There is a relationship between 18 daily rates by an adult, senior, and junior by the time of day. This template calculates based on the cost to operate the course the minimum rates that should be charged. $25
6 Green Fee Pricing Tool – Complex Excel Intermediate There is a relationship between 18 weekend, weekday, nine holes, morning, afternoon, senior, and junior green fee rates and frequent player cards and seasons passes. This template confirms those interrelationships to ensure all of your prices are “in balance” for the fees posted. $50
6 Green Fee Yield – Revenue Modeling Exercise Excel Intermediate Determine the impact on revenue by changing the rates or rounds for the principal categories available. $25
6 Loyalty Cards – Sensitivity Analysis Excel Intermediate Frequent player cards (loyalty) that are offered for a set price that provides varying discounts can significantly lower the effective Revenue Per Round. This worksheet helps you determine the correct pricing. $25
6 Season Pass vs. Frequent Player Cards Excel Advanced Offering unlimited play season passes and loyalty cards can create customer confusion and unwittingly lower your realized revenue. This worksheet identified the breakpoint of each program. $25
6 Secret Shopper Service Checklist Excel Entry On the assembly line of golf, 111 customer touchpoints contribute to the player’s perception of value. This checklist guides in measuring the experience provided at your golf course. Free
7 Golfer Survey – Loyalty and Preference Excel Entry There are 30 questions that a customer survey should include. Use of this document will help your golf course craft an effective survey to ensure insightful responses. Free
Note all templates come with a complimentary 30 minutes consulting session to sure you can implement at your facility and gain value.
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