Revised Business Rules
Eliminating a) Gift exclusive checks; b)Online Wine Signup checks; & c) Private event checks from the opportunities in invite rate. Split checks is also a metric to remove but have to wait until P1 2027.
4.20.26:Checks to Exclude from Invite Data April 24Gift card–only checks (exclude only if no other revenue on check).Banquet revenue checks (including cash bar tabs under banquet events)Evaluate logic to properly account for online website enrollments.Checks to Exclude from Invite Data Jan 2027 Split checks (current structure inflates denominator). Split checks require updating the full year forecasting dramatically and adjusting invite rate goals potentially up to 7%+
4.20.26:Checks to Exclude from Invite Data April 24Gift card–only checks (exclude only if no other revenue on check).Banquet revenue checks (including cash bar tabs under banquet events)Evaluate logic to properly account for online website enrollments.Checks to Exclude from Invite Data Jan 2027 Split checks (current structure inflates denominator). Split checks require updating the full year forecasting dramatically and adjusting invite rate goals potentially up to 7%+
2.11.26 (Bryan)- Met with Jason, Paula, Derek, Michelle, Greg and Adam on the revised business rules to bring to DF week after conference to meet Tim's wants on exclusions from Invite rate.
Update parameters and reporting windows based on TM feedback in ways that promote trust and more effectively measure success
Prism · Cooper’s Hawk Strategy · Mid-Year Review FY26