AI policy & staff guidelines
A tailored AI-use policy draft and one-page guide make approved uses, information rules and responsibilities clear.
Clear rules. Practical skills.
Club AI Setup & Training
Give your management team clear rules and practical instruction for using AI at work. In one focused engagement, House & Roster helps you establish staff guidance, coordinate an approved workplace setup and practice three useful recurring tasks.
One club. One primary AI tool. Up to 10 participants. Delivered remotely.
Four practical foundations
Guidance your team can put to work.
The program brings policy, workplace setup, prompting and responsible use together so staff can apply the same approach.
Workplace setup guidance
Agree on one primary tool, club-owned accounts and staff access, with technical configuration handled by your IT provider.
Prompting & practical training
Live instruction and 8–12 prompt examples help managers give clear directions and practice three recurring tasks.
AI safety & human review
Practice checking inputs and outputs, spotting errors and knowing when to pause and ask for help.
What’s included
The complete $3,000 program.
Your engagement combines practical documents, live instruction and guided application. Each part is tailored to the agreed staff group, tool and tasks.
The founding rate is a one-time fixed fee of $3,000 USD for remote delivery. Software subscriptions and outside IT or legal services are separate. On-site visits and travel, if requested, are quoted separately.
- 01
Leadership kickoff and a brief inventory of current AI use
- 02
An AI-use policy draft tailored to your club
- 03
A one-page staff guide to approved tools and information
- 04
Setup guidance for one primary workplace AI tool
- 05
Account ownership and access decisions coordinated with IT
- 06
8–12 prompt examples with input and review guidance
- 07
Live staff instruction and a guided working session
- 08
Three recurring tasks selected and practiced with your team
- 09
A follow-up session to review use, questions and corrections
- 10
A concise handoff with responsibilities and next steps
How it works
Four practical steps, with a defined finish.
Delivery is planned over approximately 30 days, depending on staff availability, tool readiness and club approvals. We agree on the schedule before beginning.
Policy
Agree on the rules and the work.
Identify the participating team, select three tasks and draft clear rules for tools, information and human review.
Setup
Prepare an approved workplace tool.
Coordinate account ownership, access and operating requirements with your administrator or IT provider.
Training
Practice useful work together.
Teach clear prompting, demonstrate common mistakes and help staff complete the selected tasks using approved or sample material.
Review
Check what is working.
Review actual use, staff effort and corrections. Answer questions and hand over the guidance, responsibilities and next steps.
Choose three useful tasks
Start with work your team already does.
Select recurring work that fits your team and approved information. These examples show the kind of practical tasks we can develop together.
Leadership information
Prepare board updates
Turn approved, non-sensitive department notes into a concise outline for management review.
Check facts and preserve the club’s voice.Member communication
Draft event announcements
Use an approved fact sheet to prepare an announcement, then verify the dates, details and tone.
Confirm dates, details and audience.Daily operations
Build useful checklists
Turn approved operating instructions into a clear first draft and check it against actual practice.
Keep the manager responsible for the steps.Staff review every result before using or sharing it. Training can use fictional examples; sensitive member and employee records are not needed.
Who takes part
A focused program for your management team.
Start with up to 10 managers or administrative staff, one club leader who owns the program and an administrator or IT provider who can support setup.
A good fit
- Your GM or another executive leader will sponsor the work.
- Staff need shared rules for AI use or practical instruction.
- Your team can identify recurring tasks worth improving.
- Your club has an administrator or IT provider to support setup.
- Participating staff can attend training and try the agreed tasks.
Clear responsibilities
- House & Roster leads operational guidance and staff training.
- Your IT provider configures accounts and technical settings.
- Club leadership adopts policies through its normal process.
- Counsel reviews final policy language as appropriate.
- Custom software and systems integrations require separate scope.
Led by private-club experience
Led by a fellow club manager.
Evan Sherwood, CCM, CCE, brings more than 20 years of private-club leadership experience. The training reflects board expectations, department responsibilities, member trust and the reality of putting guidance into everyday practice.
Meet Evan SherwoodCommon questions
Answers before you get started.
The first conversation covers your priorities and participating staff, confirms founding-rate availability, and agrees the program scope and schedule.
Who is the program for?
General managers and leadership teams that want clear rules and practical skills for workplace AI use. The standard engagement covers one club, one primary AI tool and up to 10 managers or administrative staff.
Who handles technical setup and policy approval?
House & Roster defines the operating requirements and trains staff. Your administrator or IT provider performs technical configuration. Leadership adopts the policy through its normal process, with legal review as appropriate.
What does the founding offer cost, and how long does it take?
The founding offer is $3,000 USD, a one-time fixed fee for the first three participating clubs. The program is delivered remotely over approximately 30 days, subject to scheduling, tool readiness and club approvals. Software subscriptions, outside IT or legal services, and any on-site visits or travel are separate. We confirm availability, scope and schedule before work begins.
What happens after the program?
A follow-up session and a clear handoff are included. If your club needs further help, periodic policy reviews, refresher training or additional tasks can be scoped separately.
A practical next step
Discuss your club’s AI setup.
Tell us how your team is using AI and where you would like help. We’ll discuss whether the $3,000 founding offer fits your club and confirm availability.
Discuss Your Club’s AI SetupUse the inquiry form only for general business information. Do not include confidential member, employee, payment, credential or health data.