CBA Services: Program Analysis/Budgeting


	Donor and Membership I: Acquisition, Renewal, Reinstatement
	Donor and Membership II: Loyalty Cultivation, Special Appeals
	Creative and Production
	Program Analysis/Budgeting
	Business and Product Marketing
	Internet and E-mail
	Print, TV and Other Media
	Lists and Data
	Catalogs

Program Analysis and Budgeting

PROGRAM EVALUATION

You won't know where to go, unless you first learn where you are. -Taoist proverb

More often than not, the first step in improving a program is understanding exactly what's wrong (or right!) with it.

CBA provides strategic and comprehensive program evaluations of your current marketing, circulation, fundraising or membership program, business-to-business campaign, etc., including:

analysis of current strategy
reviewing annual campaign schedules
measurement of new creative concepts, themes and incentives
recommendations for testing
analysis of test results and roll-out recommendations
retention evaluation
projections, budgets and financial modeling
ideas for new revenue opportunities
long-term value analysis

DATA AND DONOR FILE ANALYSIS

Don't let your numbers end up crunching you!

CBA has done comprehensive data and file analyses for contract clients, as well as project analysis and consultation.

Whether you want to determine the life-time value of your donors, the profitability of your program over five or ten years, Carl Bloom Associates, Inc. can offer sound, thorough and understandable analysis and reporting for a reasonable fee.

BUDGETING AND FINANCIAL MODELING

"On time and on budget!" is music to everyone's ears.

Any consultant can do a 5-year projection spreadsheet (if yours can't, call us, we'll do it for you!). But to go one step further, CBA offers clients a special membership software program called "SmartModel^tm". Developed with Ladd Associates, a software company based in San Francisco, SmartModel^tm projects 1, 3, 5, or even 10-year financial and budgeting models for your entire company or organization, including donor acquisition and retention through all media -- mail, phone, print, broadcast, or the internet -- ongoing profitability, monthly cash flow, and more. SmartModel^tm can help guide your company or organization to make the right decisions now to assure your profitability later.

More information on "SmartModel^tm"