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Annual Strategic Planning & Capex Program Management

As Senior Project Manager for Levity Live’s national portfolio of comedy clubs and restaurants, I lead the company’s annual strategic planning process and oversee all venue-level capital projects across 13 locations. This work combines high-level planning, operational understanding, and disciplined financial management.

PROJECT
OBJECTIVES

Develop and execute a consistent, company-wide strategic planning and capital investment program that ensures all 13 venues receive the right operational, facility, and guest-experience improvements while maintaining financial discipline, leadership alignment, and predictable long-term planning across the organization.

PROJECT
SCOPE

Lead Levity Live’s annual CAPEX cycle and strategic planning process, beginning with comprehensive facility and operational assessments for every venue. Manage all capital planning, from scoping needs to financial analysis, executive alignment, and board approval, and oversee year-round execution of projects. Facilitate ongoing cross-department strategic meetings with leaders across Operations, Marketing, Finance, Training, IT/AV, HR, and Culinary to coordinate resources, align priorities, and sequence company initiatives effectively.

KEY DELIVERABLES

  • Managed the full CAPEX lifecycle for 13 venues, overseeing approximately $800,000 in annual capital budgets and an additional $4 million in special projects and new-venue openings.
     

  • Consolidated the multi-venue CAPEX portfolio each year, including project rationale, cost analysis, timelines, and financial impact for executive and board review.
     

  • Oversaw the annual assessment of every venue’s operational and facility needs, working alongside venue management to gather and validate vendor quotes for all proposed CAPEX projects.
     

  • Delivered strategic CAPEX presentations to the executive leadership ensuring clarity around priorities, budgets, and project justification.
     

  • Oversaw year-round CAPEX execution, including budget tracking, vendor coordination, approval processes, issue resolution, and permitting oversight.
     

  • Led monthly cross-department strategy meetings, designing agendas, facilitating discussions, and managing project tracking and sequencing across all departments.
     

  • Facilitated the annual November planning session to define company-wide goals, timelines, priorities, and major project launches for the following year.

SUMMARY

This program brings structure, transparency, and cross-functional alignment to our company’s capital planning process. Through comprehensive annual assessments, project evaluations, executive alignment, and year-round oversight across our national venue portfolio, I help ensure CAPEX decisions support long-term strategy while maintaining accuracy, efficiency, and operational effectiveness. Beyond capital planning, the monthly cross-department meetings I lead keep leadership aligned on major projects and ensure every team has visibility into timelines, priorities, and shared responsibilities.
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