Staff are already experimenting.
Staff are using public tools or informal workarounds, but no one is sure which accounts are approved or what information may be shared.
A clear starting point
Turn scattered AI questions into clear decisions.
The AI Readiness & Governance Review shows where AI is already appearing, which tools staff may use, what information must stay out, who owns each decision and what the club should do over the next 90 days.
Please do not send confidential member, employee, payment, credential or health information through the inquiry form.
When the review is useful
Start when an AI question needs a real answer.
The review is useful when leadership needs to move from discussion to a decision the board, staff and specialists can understand.
The board wants an AI policy.
Leadership needs more than a document. Staff need rules they can understand, follow and ask questions about.
A tool purchase is under consideration.
The club is considering Copilot, Gemini or another tool and needs an independent way to compare the options.
A vendor has introduced AI.
Management needs to know what information the feature uses, who reviews its work and whether it fits club operations.
Privacy or employment concerns surfaced.
The club needs to know when use should pause and when counsel, HR, IT, privacy or security specialists should become involved.
Leadership wants practical value.
The team wants less administrative burden without uncontrolled automation or a loss of quality.
What becomes clear
Who decides, what staff may do and what comes next.
Leadership receives a set of decisions that can be explained to the board, reviewed by specialists and put into practice by staff.
Who decides
Who handles day-to-day questions, who approves new uses and where staff go when something is unclear.
What staff may do
Which tools are allowed, what information stays out and when specialist advice is needed.
What to focus on first
A short list of useful opportunities, ranked by value, information sensitivity and the amount of review they require.
The next 90 days
A practical sequence for policy, staff guidance, tool decisions and one or two next steps.
What leadership receives
Documents that turn questions into decisions.
Each document is tailored to the club and written for practical use. Policy drafts still require review by the club’s counsel and relevant specialists.
The club buys and controls its own software. House & Roster helps leadership organize the decisions, document the rules and put them into practice.
- 01
A clear picture of current AI use and approved tools
- 02
Guidance on which information staff may use
- 03
A practical AI use policy for counsel review
- 04
A simple list of allowed, review-required and prohibited uses
- 05
Rules for when staff must review or approve AI-assisted work
- 06
A checklist for comparing vendors and tools
- 07
Who owns each decision and where questions go
- 08
What to do when something goes wrong
- 09
A training plan by role
- 10
A 90-day action plan and leadership briefing
How the review works
A clear process with a defined finish.
The review moves from understanding today’s situation to agreeing on rules, responsibilities and the next 90 days.
Prepare
Confirm the question and who needs to be involved.
Identify the leadership sponsor, the people who should participate and the immediate decisions the review must address.
Understand
See what is happening today.
Review current tools, staff habits, vendor features, sensitive information and the questions already reaching leadership.
Decide
Set the rules and responsibilities.
Agree on which tools and uses are allowed, what information stays out, who reviews the work and when specialists should be involved.
Plan
Agree on the next 90 days.
Put the actions in order, assign responsibility and decide whether a practical trial, training or another decision should come next.
What may come next
Review the questions. Try one useful workflow. Keep decisions current.
The Readiness Review comes first. A Guided AI Pilot or ongoing support follows only when the club has a clear reason to continue.
Starting point
Readiness Review
Establish ownership, policy, priorities and the roadmap.
Decide what belongs.Try one workflow
Guided AI Pilot
Test one useful task, train the staff involved and compare the result with today’s process.
Prove useful work.Keep decisions current
AI Stewardship
Review new tools and proposed uses, update staff guidance and keep leadership informed.
Expand carefully.Before a trial begins: the club agrees on one useful task, which information is allowed, who is responsible and how the result will be compared with today.
When the review is a good fit
The right review starts with a decision leadership needs to make.
A clear question and an engaged leader keep the work useful, focused and connected to club operations.
A strong fit
- A general manager, CEO or executive leader will sponsor the work.
- Staff use, policy, tool selection or vendor features require decisions.
- Leadership wants clear responsibilities and guidance staff can use.
- The club is prepared to involve counsel, IT or other specialists where appropriate.
- The club wants a practical next step that can be compared with today.
Outside the review
- Custom model development or software engineering.
- Replacement IT, cybersecurity certification or legal opinions.
- Autonomous member service or high-impact decision systems.
- A guarantee of compliance or elimination of risk.
- One-off advice with no decision owner or follow-through.
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 to the review. The work accounts for board dynamics, member trust, staff capacity, hospitality standards and the reality of putting policy into practice.
Meet Evan SherwoodCommon questions
What club leaders usually ask before beginning.
The first conversation confirms the club’s question, who should be involved and whether this review is the right next step.
Is this a technology audit?
No. The review looks at tools and information, but its purpose is to clarify who decides, what staff may do, who reviews the work and what leadership should do next.
Does the review produce a policy?
Yes. It includes a practical AI use policy draft and supporting decision tools. The club’s counsel and relevant specialists review final policies, contracts and regulated decisions.
Do we need to select an AI platform first?
No. Tool selection should follow the club’s needs, data boundaries and use cases. House & Roster is vendor-neutral, and the club owns its accounts and licenses.
Does a pilot automatically follow?
No. The plan may recommend a practical trial, more policy work, staff training, a vendor decision or no immediate expansion. A trial begins only when the task, information, owner and comparison are clear.
A practical next step
Review Your AI Readiness.
Share what prompted the conversation: informal staff use, a board request, a tool decision, a vendor feature or a policy question.
Review Your AI ReadinessUse the inquiry form only for general business information. Do not include confidential member, employee, payment, credential or health data.