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JCI CANADA
BUDGET SUMMARY
Proposed Approved
2007 2006
Budget Budget
INCOME
Non-discretionary Income 146,450 147,575
Discretionary Income 110,250 115,500
Total income 256,700 263,075
EXPENSES
Non-discretionary Expenses
Administration 93,250 91,830
Communications 1,500 1,500
Regional Travel - -
National Board 23,000 21,200
Fund Development - -
Marketing - 1,000
Branding/Awareness (500) (500)
Junior Chamber International 15,500 13,845
Programs/Committees 700 5,700
Commissions - -
Bad debts - -
Training/Chapter Development 8,000 8,000
141,450 142,575
Discretionary Expenses
Administration 90,000 60,500
Communications 15,000 26,000
Regional Travel 5,000 5,000
National Board 1,000 -
Fund Development 20,000 3,000
Marketing 7,500 -
Branding/Awareness - -
Junior Chamber International 12,000 10,000
Programs/Committees 6,750 1,000
Training/Chapter Development 10,000 10,000
167,250 115,500
Total expenses 308,700 258,075
Net non-discretionary profit (loss) 5,000 5,000
Net discretionary profit (loss) (57,000) -
Bylaw development fund (5,000) (5,000)
Net loss of unbudgeted items - -
Net profit/(loss) - -
JCI CANADA
PRIORITIES
Revenues
* CJF loan for Growth & Development officers 90,000
* CJF - Effective Speak Training Program 5,000
Newsletter sponsorship 15,000
Membership fees (new Chapters) 13,500
Chapter assessments (new Chapters) 7,500
Student memberships 1,250
Other income / sponsorships 35,000
167,250 -
Expenses
* National Effective Speaking Training program 5,000
* Growth & Development Officers - one year term 90,000
1 Media relations 2,500
2 Sponsorship package (printing and design) 5,000
3 Funding study 15,000
4 World Congress bid and promotion 2,500
5 Advertising 5,000
6 World Cong Regist/Travel/Accom/Gift 4,000
7 Area C Regist/Travel/Accom/Gift 3,500
8 Area C NOM Presidents' meeting 2,000
9 Awards and recognition (chair registration) 250
10 Effective Speaking (chair registration) 250
11 Training (chair registration) 250
12 National Board visitations (regional visits) 5,000
13 National relationships 1,000
14 Crew Meeting (Senate) 1,000
15 New Chapters - Growth & Development 5,000
16 Chapter Recovery 5,000
17 Newsletter costs 15,000
18 Assessment reimbursement -
167,250
Net discretionary profit (loss) -
* Offset by direct funding for these projects or programs.
** As required by 2006 National Business Plan to establish sinking fund
JCI CANADA
INCOME
Proposed Approved
2007 2006
Budget Budget Notes
Non-Discretionary Income
Membership Fees 47,400 47,850 1
Chapter Assessments 51,000 52,500 2
Patron Sponsorship Program 20,000 - 3
Effective Speaking Program - 5,000
National Program Sponsorship 28,050 20,000 4
Interest - -
Foundations - -
Trusts - -
Fund Development Corporate Sponsorship - 22,225
Translation Funding - -
Other revenue sources - -
146,450 147,575
Discretionary Income
Newsletter/magazine sponsorship 15,000 15,000 5
CJF - Effective Speak Training Program 5,000 - 6
CJF loan for G & D officers 33,000 - 7
Phase 2 website 11,000
Membership fees (new Chapters) 13,500 - 8
Chapter assessments (new Chapters) 7,500 - 9
Student memberships 1,250 - 10
Other income / sponsorships 35,000 89,500 11
110,250 115,500
Total income 256,700 263,075
1 Membership fees are based on the sliding scale of fees; see membership fees tab for specific
budget determination
2 Chapter assessments are based on $1,500 per Chapter for a total of 34 Chapters expected for
2007, excluding extensions
3 Consists of $25,000 gross sponsorship received; $20,000 net of costs to obtain sponsorship and
provide sponsor benefits
4 Consists of $45,000 gross sponsorship received; $25,000 net of costs of running national programs
(OYC, JES), costs to obtain sponsorship and provide sponsor benefits
5 Newsletter sponsorship is directly related to the costs of having a full print magazine or
newsletter for JCI Canada; see offsetting costs in Communications
6 Sponsorship from CJF for 2nd round of "train the trainer" sessions for the program
7 Funds expected to be borrowed from the CJF and to be repaid $10,000 per year to the Foundation
8 As a result of the new G&D officers, expect 15 Chapters @ 15 members @ $60 each by the
end of 2007
9 As a result of the new G&D officers, expect 15 Chapters @ $500 average assessment during 2007
end of 2007
10 New initiative for students; does not count towards sliding scale for membership fee;
$25 per student based on expected gain of 50 new members under this initiative
11 Additional funds could be raised from direct mail campaign or other sources.
JCI CANADA
MEMBERSHIP FEES
# of
Chapter Members <51 51-100 100-200 >200 Total
$60 $30 $15 $15
Kelowna 1 60 3,000 300 3,300
Edmonton 1 40 2,400 2,400
Okanagan 1 40 2,400 2,400
Halifax 1 60 3,000 300 3,300
Vernon 1 40 2,400 2,400
Calgary 1 40 2,400 2,400
Winnipeg 1 45 2,700 2,700
Quebec City @ 1 300 3,000 1,500 1,500 1,500 7,500
Warkworth @25.00 0 25 -
Other chapters 26 350 21,000 21,000
Extensions 0 0 -
34 1,000 47,400
$ 1,500
Total # of Chapters: 34 51,000
JCI CANADA
ADMINISTRATION
Proposed Approved
2007 2006
Budget Budget Notes
Non-discretionary Expenses
Management fee 50,000 47,080 1
Telephone/long distance 400 400 2
Postage and Courier 1,500 1,500 2
Office Supplies 750 750 2
Bank charges - -
VISA Merchant Fees 1,000 1,000 2
Business cards for Board 300 300 2
Website hosting 1,800 1,800
Translation 2,000 2,000 2
Legal 2,000 2,000 2
Audit 3,500 2,000 3
Insurance - Liability and D & O 30,000 33,000 4
Commission - -
Miscellaneous - -
93,250 91,830
Discretionary Expenses
Growth & Development Officer(s) - 1 year term 90,000 - 5
Executive Director & benefits - 50,000
Payroll costs - 14% - 7,000
Internet - 400
Telephone/fax - 400
Office supplies - 700
Additonal translation - 2,000
90,000 60,500
Total administrative expenses 183,250 152,330
1 Based on a 5% increase over prior year fee of $47,080; payment for full-time administrator
2 Consistent with prior year
3 Audit cost has been increased to reflect current cost as well as expected increase related
to charitable status filings, assuming obtained in 2006.
4 Insurance costs are less than prior year budget due to premiums lower than expected due to
having 5 years without any form of claim or inquiry.
5 To fund the hiring of growth & development officers as outlined in the 2007 business plan
JCI CANADA
COMMUNICATIONS
Proposed Approved
2007 2006 Notes
Budget Budget
Communications
Non-discretionary expenses
President/Chapter mailings 500 1,500 1
Special member mailing 1,000 - 2
Web Page - -
1,500 1,500
Discretionary expenses
Phase 2 - Chapter websites - 11,000
Newsletter costs 15,000 15,000 3
15,000 26,000
Communications - total expenses 16,500 27,500
1 Consistent with prior year
2 Consistent with prior year; for direct mailing to members
3 Costs related to having a full print magazine or newsletter for JCI Canada;
see offsetting revenue (ewsletter sponsorship)
JCI CANADA
REGIONAL TRAVEL, NATIONAL BOARD, FUND DEVELOPMENT
Proposed Approved
2007 2006
Budget Budget Notes
Regional Travel
Non-discretionary expenses
National Board to attend events - -
VIP hosting & travel - -
- -
Discretionary expenses
National Board visitations 5,000 5,000 1
VIP hosting & travel - -
5,000 5,000
Regional Travel - total expenses 5,000 5,000
National Board
Non-discretionary expenses
Planning session 8,000 6,750 2
Mid-year meeting 8,000 6,750 3
Crew Meeting - -
Fund development/Networking sponsorship - -
Board conference calls 1,000 2,300 4
National Convention 6,000 5,400 5
23,000 21,200
Discretionary expenses
Planning session - -
Mid-Year meeting - -
Crew Meeting 1,000 - 6
Fund development/Networking sponsorship - -
Board conference calls - -
National Convention - -
1,000 -
National Board - total expenses 24,000 21,200
Fund Development
Non-discretionary expenses
National media contract - -
Patron sponsor program - -
Fund Development/Networking sponsorship - -
Travel/food/accommodation: ED, NP - -
Miscellaneous - -
Charitable status - -
OYC - -
- -
Discretionary expenses
Sponsorship package (printing and design) 5,000 - 7
National media contract - 3,000
Funding study 15,000 - 8
Miscellaneous - -
20,000 3,000
Fund development - total expenses 20,000 3,000
See notes on following page
JCI CANADA
REGIONAL TRAVEL, NATIONAL BOARD, FUND DEVELOPMENT NOTES
Notes:
1 Consistent with prior year; to assist with visitations
2 December planning session for full National Board, GLC, Treasurer, Admin.;
to be hosted in most logical location based on board make-up
3 June planning session for full National Board, GLC, Treasurer, Admin.;
to be hosted in most logical location based on board make-up
4 Reduced cost for monthly board meetings due to utilizing new webconferencing system
5 Includes travel & accomodations for Nationally elected board members,
GLC, treasurer, and administrator (total potentially = 8 people)
6 Assistance to attend Senators Meeting of the Crew in Winnipeg
7 Development and printing of high-quality sponsorship packages for pursuit of
high level sponsors
8 Costs to undertake study of funding sources, as outlined in National Business Plan
JCI CANADA
MARKETING, BRANDING/AWARENESS, JCI
Proposed Approved
2007 2006
Budget Budget Notes
Marketing - non-discretionary
Media relations - -
Marketing materials - Production - 1,000
- 1,000
Marketing - discretionary
Media relations 2,500 - 1
Advertising 5,000 - 2
7,500 -
Branding/Awareness - non-disretionary
Income from sale of pins, cards etc. 500 500
Cost of membership pins, cards, etc. 1,000 1,000
(500) (500) 3
Junior Chamber International
Non-discretionary expenses
Membership dues 15,500 13,845 4
Area C Regist/Travel/Accom/Gift - -
World Cong Regist/Travel/Accom/Gift - -
UN Conference - -
Miscellaneous - -
15,500 13,845
Discretionary expenses
Membership dues - - 5
Area C Regist/Travel/Accom/Gift 3,500 2,500 6
Area C NOM Presidents' meeting 2,000 1,500 7
World Cong Regist/Travel/Accom/Gift 4,000 4,500 8
UN Conference - 1,500 9
World Congress bid and promotion 2,500 - 10
Miscellaneous - -
12,000 10,000
JCI - total expenses 27,500 23,845
1 Cost of media packages and annual membership to Newswire service allowing multiple
press releases.
2 Pursue national advertising
3 Net cost of membership supplies including name tags, business cards, membership pins
4 $10.50 US per member (using 1.15 exch.) based on # of members declared in advance
plus $150 US for America's Development Council
5 No fee included as fees for new Chapters already included in non-discretionary amount
above due to declaration in advance of year
6 2007 Area C is in Assuncion, Paraguay; includes registration, travel, accomodation and gifts
7 2007 meeting to be in Brazil; only require travel to / from meeting location
8 2007 World Congress is in Turkey; includes registration, travel, accomodation and gifts
9 No UN conference; expect next conference to be in 2008
10 To assist with bid for World Congress 2009.
JCI CANADA
PROGRAMS & COMMITTEES, TRAINING/CHAPTER DEVELOPMENT
Proposed Approved
2007 2006
Budget Budget Notes
Programs & Committees
Non-disrectionary expenses
Awards and Recognition 500 500 1
Effective Speaking 200 5,200 1
OYC - -
National relationships - -
National Business Plan Program - -
National Business Plan Competition - -
700 5,700
Disrectionary expenses
Awards and recognition (chair registration) 250 - 2
Effective Speaking (chair registration) 250 - 2
Training (chair registration) 250 - 2
National Effective Speaking Training program 5,000 - 3
National relationships 1,000 1,000 4
6,750 1,000
Programs & Committees - total expenses 7,450 6,700
Training/Chapter Development
Non-discretionary expenses
Local Officer Training (JCI Achieve) 5,000 5,000 5
National Convention Training 3,000 3,000 6
New Chapters - Growth & Development - -
Chapter Recovery - -
8,000 8,000
Discretionary expenses
Local Officer Training - -
National Convention Training - -
New Chapters - Growth & Development 5,000 5,000 7
Chapter Recovery 5,000 5,000 7
10,000 10,000
Training/Chapter Development - total expenses 18,000 18,000
1 Consistent with prior year; minimal costs associated with National Programs
2 Payment of National Chairs registration
3 2nd round of "train the trainer" sessions for the program; offset by sponsorship revenue from CJF.
4 Assist in development of Memorandum of Understandings for national relationships
5 Cost of travel for trainers and participant materials for presentation of sessions across Canada
6 Cost of training at National Convention; primarily for trainer gifts and copying trainer materials
7 Assistance for new and recovering Chapters for growth and development
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