Free Downloads: Club and Hotel Finance Checklists

For private clubs

Budget Season Checklist (PDF): a one-page, seven-phase checklist for the operating budget, dues and capital. Related guide: private club budget template.
Club Dues Break-Even Calculator (Excel): the break-even dues increase for up to three member categories, with a resignation assumption and a sensitivity table. Free for internal use at one club. Related guide: club dues increase calculator.
Board Budget Presentation Kit (PDF · Word): present next year's budget so the board can follow it. A one-page kit for club controllers and GMs heading into budget season: an 8-part presentation outline, from the decision requested to the motion wording; a slide-order checklist, so nothing the board will ask about is missing; and eight common board questions, each with an answer prompt. Built by a working private club controller. One page, Word and PDF. No email required. Pair it with the free club dues increase calculator to work out the per-member and percent increase before you build your slides.

Hotel Finance KPI Reference (PDF): nine core KPIs with formulas, a common mistake for each and a fictional worked example. Related guides: hotel KPI template, flow-through calculation.

Club dues increase calculator: the per-member and percent dues increase needed to cover added operating and capital costs. Runs in your browser.
Hotel flow-through calculator: flow-through against budget or prior year for the whole hotel or one department. Runs in your browser.