Club AI Setup & Training

AI for your club,
put into practice.

Help your management team use AI with clear rules and practical skills. House & Roster brings club policy, workplace setup guidance, staff training and follow-up together in one focused engagement.

For private-club teams. Your accounts. Your standards.

Make everyday club work easier to prepare.

Choose three recurring tasks with your team. Practice with approved or sample information, then check the results against your club’s standards.

01

Prepare leadership updates

Turn approved, non-sensitive department notes into a clear outline for management review.

02

Draft event communications

Create an announcement from an approved fact sheet, then check the details, tone and final wording.

03

Build practical checklists

Turn your team’s instructions into a useful first draft and verify it against actual operating practice.

04

Review before using

Practice spotting mistakes, checking facts and improving drafts before anyone uses or shares the work.

One program. Four practical foundations.

Club AI Setup & Training gives your team clear guidance, an approved starting point and useful skills in one fixed-scope engagement.

An approved workplace

Workplace setup guidance

Choose one appropriate workplace AI tool and coordinate the setup with your club’s administrator or IT provider.

  • One primary AI tool
  • Club-owned accounts and access decisions
  • Coordination with your IT provider
  • A clear owner for ongoing questions

Practical skills

Prompting & staff training

Help managers give clear instructions, improve drafts and use AI on three recurring tasks selected with your club.

  • Live instruction and guided practice
  • 8–12 useful prompt examples
  • Three recurring club tasks
  • A follow-up session to review progress

Responsible use

AI safety & human review

Teach staff to protect club information, recognize weak answers and keep human judgment responsible for the result.

  • Check information before entering it
  • Verify facts, numbers and assumptions
  • Review work before using or sharing it
  • Know when to pause and ask for help

$3,000. One clear fee.

A one-time founding rate for the first three participating clubs. Includes one club, one primary AI tool and up to 10 managers or administrative staff.

02

Your management team

Up to 10 participants

Live instruction and guided practice for managers and administrative staff.

Learn together. Use it with confidence.
03

Your everyday work

Three recurring tasks

Choose three tasks you already handle, practice them and review progress together.

Build habits around useful work.

Remote delivery 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.

From clear rules to useful practice.

Start with a short leadership conversation, then work through four practical steps with your participating team.

01

Policy

Agree on approved uses, information rules and the people responsible for decisions.

02

Setup

Prepare one workplace AI environment with your club’s administrator or IT provider.

03

Training

Practice clear prompting and human review on three recurring tasks your team selects.

04

Review

Follow up on real use, answer questions and document responsibilities and next steps.

Periodic policy reviews and refresher training are available when your club needs them, with scope agreed separately.

Begin with useful work. Keep consequential decisions human.

The best first uses reduce routine effort without handing over judgment. Start with approved information, a named owner and a result staff can review.

Good first uses

  • First drafts, summaries and report outlines
  • Procedures, checklists and meeting follow-through
  • Approved fact sheets and non-sensitive operating notes

Hold for specialist review

  • Membership, employment, health or financial decisions
  • Credentials, payment details or sensitive personal data
  • Autonomous member-facing communication

Club experience changes the advice.

Evan Sherwood, CCM, CCE, brings more than 20 years of private-club leadership experience. Training starts with the work of running a club: supporting department heads, preparing leadership information and communicating with care.

Operator-led

Practical guidance from someone who has managed clubs, led teams and presented decisions to boards.

Club-aware

Examples reflect club responsibilities, member expectations and hospitality standards.

Vendor-neutral

Tool guidance starts with your club’s needs, existing systems and approved information.

Practice and follow-through

Staff practice useful tasks, check their results and return for a follow-up discussion about what is working.

Practical answers for the questions reaching your desk.

Start with the guide or checklist that matches the decision the club needs to make now.

Leadership guide

What AI governance means for a private club

A plain-language guide to which tools staff may use, what information stays out and who reviews the work.

Read the guide

Executive checklist

Executive AI Readiness Checklist

Twenty questions help leadership see where the club is clear, where decisions are informal and what needs attention first.

Get the executive checklist

Leadership questions

What should leadership ask before approving AI?

Answers about the program, workplace tools, staff participation and review responsibilities.

Review common questions

Direct answers for club leaders.

Answers to the questions club leaders most often ask before deciding what to do next.

What does House & Roster do?

House & Roster helps private clubs establish AI-use policies, prepare an approved workplace setup and train staff on useful recurring tasks. Club AI Setup & Training brings the guidance, live practice and follow-up into one focused engagement.

Who is House & Roster for?

The program is for general managers and leadership teams that want shared rules and practical skills for workplace AI use. The standard engagement includes one club, one primary AI tool and up to 10 managers or administrative staff.

Do we need a particular AI product?

We begin with your existing systems and goals, then focus on one tool your club approves. Your club purchases and owns its software accounts. Tool subscriptions are separate from the engagement fee.

What is included in the $3,000 founding offer?

The one-time fee of $3,000 USD is available to the first three participating clubs. It includes a leadership kickoff, an AI-use policy draft and one-page staff guide, workplace setup guidance, 8–12 prompt examples, live training and guided practice on three recurring tasks, and a follow-up session. The program is delivered remotely. We confirm availability, scope and schedule before work begins.

How long does the program take?

Delivery is planned over approximately 30 days, depending on staff availability, tool readiness and club approvals. We agree on the schedule before work begins and review practical results at follow-up.

Who handles technical setup and policy approval?

House & Roster provides operational guidance and training. Your administrator or IT provider configures accounts and confirms technical settings. Club leadership adopts the policy through its normal process, with legal review as appropriate. Outside IT and legal services are separate.

Discuss your club’s AI setup.

Tell us how your team is using AI and where you would like help. We’ll discuss the $3,000 founding offer, confirm availability and outline the work for your club. No preparation is needed.

Useful tools.Clear rules.Human judgment.

What happens next: Evan reviews every inquiry personally and responds within two business days. No preparation is needed.

House & Roster provides practical AI guidance and staff training. Technical configuration and legal review remain with your club’s specialists.

We use this information only to respond to your inquiry. Do not submit confidential member, employee, payment, credential or health information. Read the privacy notice.

Thank you. Your inquiry has been received. Evan will respond within two business days.
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