Logistics
Tue 11/102:00–5:00 PM
3rd Floor Board Room
Planning Session — Day 1
Tue 11/106:00–8:00 PM
Wilder’s
458 N. Old Woodward Ave, Birmingham, MI 48009
Team dinner; reservation at 6:00 PM under Marc Farrugia
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Wed 11/119:00 AM–5:00 PM
Daxton Hotel
298 S Old Woodward Ave, Birmingham, MI 48009
Off-Site Planning Session — Day 2. Tell the valet you are with Sun; check in at the front desk as Sun Communities.
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Core Topics
Customer Insights
Demographics, geography, affordability
Growth Paths
MH development, acquisitions, etc.
Our Team
Investments, talent development, accountability
Transient RV
The future of transient
01
02
Filter for every topic: does it support where we said we’re going?
Pre-Work & Materials
Feel free to send materials to Marc ahead of time so they can be organized and ready to go during our meetings.
B
Bob
One-page $35M goalpost (EPS bridge, gap to flat, expense vs. revenue)
A
Aaron
Unit economics, transient economics (margin, FCF, capex)
I
Ileana
Government affairs proposal and estimated cost
J
John
2027 leadership meeting calendar (DVP kickoff, all-manager, RVP meetings)
M
Marc
Refreshed team-level G&A analysis; total-rewards one-pagers (401(k), LTIP retirement, bonus, minimum wage); Elevate scenarios
Everyone
2–3 sized ideas toward the $35M (upside or savings): estimated $, confidence, owner, timing
Parking Lot
Intentionally kept off both days so we stay disciplined about what is in and what is out.
Main Office — long-term relocationRevisit: Future session
Detailed org designRevisit: Follows from ‘Sun 2030’ direction (though we may begin framing some elements)