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Canadian Square & Round Dance Society (CSRDS)

PHOENIX PLAN

Updated:  January 6, 2008
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Phoenix Plan
Society Input
The FOUNDATION For the Preservation and Promotion of Square Dancing
     The Phoenix Plan
     Focus Group Surveys (A Report)
Callerlab News ReleasesAugust, 2000April, 2000February, 2000




The FOUNDATION 
For the Preservation and Promotion of Square Dancing

The Foundation for the Preservation and Promotion of Square Dancing was formed in 1992 and is registered with the Internal Revenue Service as a 501(c)(3) tax-exempt corporation. 

The Foundation Mission Statement
The mission of The Foundation is to preserve and promote the folk art of American square dancing and related dance forms. 

The Foundation Vision Statement
The Foundation will coordinate efforts to raise funds by seeking grants, endowments, and donations to support its mission. 


What is The Foundation?
The Foundation for the Preservation and Promotion of Square Dancing was formed in 1992 and is registered with the Internal Revenue Service as a 501(c)(3) tax-exempt corporation. It is the legal entity through which money is raised to carry out specified goals and objectives of the organization. 

What is The Foundation's purpose?
The Foundation's purpose is to support the funding of projects that will preserve and promote square dancing and other associated dance forms. The projects will protect the heritage of the activity and contribute to its growth, emphasizing the social, physical, and mental benefits of square dancing. The Foundation will also increase public awareness of the activity by showing the fun and fellowship that makes square dancing a popular recreation today. 

What can The Foundation do?
Currently The Foundation is focusing its efforts on marketing and promotion. Other projects include educational seminars, informative brochures, and public service announcements, but the progress does not need to stop here. Future projects under consideration include assisting the hearing impaired with the purchase of sound enhancement systems, creating a museum for the collection and protection of historical memorabilia, establishing a library cataloging square dance records, tapes, and publications as a reference center, and supporting new school programs that will introduce modern square dancing to our youth. Funding such projects is only the beginning of ways The Foundation can positively influence square dancing. The possibilities are endless! 

The FOUNDATION 
For the Preservation and Promotion of Square Dancing
467 Forrest Avenue, Ste. 118, Cocoa, FL 32922
Phone (321) 639-0039  /  FAX (321) 639-0851
General Foundation Email: info@foundation-arts.org
  Website:  http://www.foundation-arts.org



Foundation Initiatives
Foundation Accomplishment Highlights
  • Funded an internet marketing survey 
  • Funded nine focus group surveys in three different cities 
  • Published and distributed almost one million brochures to promote square dancing
  • Produced and distributed over 4000 promotional video tapes containing TV public service announcements to be used in recruiting new dancers 
  • Provided a grant to the Square Dance Foundation of New England for the preservation of square dancing 
  • Provided square dancing educational materials to the Czech Republic 
  • Funded an educational exchange between master dance instructors from the Peoples Republic of China, and square dance leaders in the United States 
  • Currently funding a variety of projects all aimed at promoting square dancing. 


The Phoenix
Plan
(A New Beginning)

Vision Statement
Cooperative group dancing is embraced worldwide for its positive image of providing social values, personal joy, and health benefits. 

Mission Statement
Provide leadership, information, services, programs, and resources to assist in the growth and prosperity of worldwide associated dance groups. 

About the Phoenix Plan

     The Plan is a program to market square dancing. It is a recommended plan of action based on research findings arising from a brief market study. The public image of square dancing has become less attractive. At the same time, competition for the consumer’s leisure and recreation time has noticeably increased. Understanding those factors, the Plan will identify the problem areas and offer solutions that would again present square dancing as an attractive product or service. The Plan consists of three phases and recommends incremental steps to realize its potential. 

     Phase I will provide market research to define who our prospective dancers are, and what it will take to recruit and retain them. It will provide tools and materials to help us understand the problems occurring in the activity and identify the role of the individual dancer and caller in its recovery. The clubs will need to inventory their membership fordemographic data, as well as learn the details of the Plan. CALLERLAB will reorganize its Foundation as a universal clearing house designed for a two way exchange of ideas and distribution of resource information for the square dancing community. It will establish The Foundation as the primary vehicle for implementation of the Plan. 

     Phase II will provide for The Foundation to continue its research work. It will utilize the resulting data to help recruit advertising and public relations assistance. It will provide guidance to improve the activity’s public image. This would allow square dancing to appeal to a broader market. This Phase seeks to establish funding resources from corporate sponsors, government agencies, and non-profit organizations. 

     Phase III will continue earlier efforts in order to attract appropriate corporate partners as financial and promotional sponsors. By consolidating market research and the dancer demographics gathered from the clubs, the Plan will guide the leaders of square dancing in making necessary changes to the product. The Plan will present square dancing as a competitive product in the leisure and recreation market. 

     The Plan will unite the various factions of square dancing in a common cause. The resulting consensus will be the critical factor in attracting long-term sponsorship. A new public image of square dancing and better informed square dance leadership will help preserve and promote the square dance activity. 


The Phoenix
Plan - Phase I
Information

Summary

     Phase I will provide market research to define who our prospective dancers are, and what it will take to recruit and retain them. It will provide tools and materials to help us understand the problems occurring in the activity and identify the role of the individual dancer and caller in its recovery. The clubs will need to inventory their membership for demographic data, as well as learn the details of the Plan. CALLERLAB will reorganize its Foundation as a universal clearing house designed for a two way exchange of ideas and distribution of resource information for the square dancing community. It will establish The Foundation as the primary vehicle for implementation of the Plan. 

     The Foundation appointed James Hensley, and his marketing company, CMS, to act as Marketing Director for The Foundation. In turn, The Foundation has engaged StarWorks, Inc., a respected market research company, to help in this work. This research data and analysis work, has the potential to impact all dance organizations, and help develop a successful promotional program. As indicated above, much of the Plan’s success depends on ALL members of our fragmented community recognizing their, "commonality of purpose," so that a working consensus can provide the necessary commitment and support, to make the Phoenix Plan a reality. 

     Phase One research seeks to discover the perception and image of square and round dancing, currently held by the 85 to 90% of our population that is not now square or round dancing. The Foundation is conducting two different types of studies to help answer these questions. There are Quantitative Studies, where we look at numbers and try to answer, "how many," and what is the "proportion," type question. And there are also Qualitative Studies, where we gather information about the "what," and "how," and even begin to understand some of the "why" questions. 


       



The Phoenix Plan
Focus Group Surveys (A Report)

see full report in pdf

     The Foundation for the Preservation and Promotion of Square Dancing conducted a series of Focus Group Surveys in three cities last year. These Focus Groups consisted of non-dancers and former dancers in Charlotte, NC; St. Louis, MO; and Portland, OR. This extensive research work was conducted as part of Phase One of The Foundation’s Phoenix Plan. This work will provide helpful information to dance leadership for developing effective marketing programs to revitalize square, round, and traditional dance activities on a global basis. 

     This is a brief summary of some of the "findings" from Focus Group studies. A more detailed report of these results, as well as a list of their specific goals and objectives will be available to assist any local, regional, national, or international dance group interested in working with The Foundation to improve their dance programs. These organizations are encouraged to participate in on-going research projects designed to gather data for different geographic areas and individual dance forms. 

Non-Dancer Groups Findings:

1.The Baby Boomers are pressed for time, stressed with work, and already heavily preoccupied with free time activities. With many options from which to choose leisure entertainment, they are reluctant to get involved with any activity that requires a long-term commitment. They prefer activities that flex with THEIR needs, and permit a sense of spontaneity. 

2.Square dancing makes high demands of its recruits with respect to time, commitment, clothing, and general format. The public sees a relatively monolithic program, which asks them to conform to what it offers, rather than develop programs that flex to their various interests and needs. 

3.Square Dancing has a serious image problem within the general public, and especially among those in the targeted Boomer generation. Most people are familiar with SD, but not Modern Western Square Dance (MWSD). Consequently, their image is based on out-of-date concepts not reflecting today's dance experience. 

Former Dancer Groups Findings:

1.MWSD has a very low profile, even in those cities where there is an active dance community. As a result, people who might be enticed into the activity have no idea how to get involved. 

2.Among those who have participated in SD and subsequently left SD, enjoys a very positive image, despite the negative experiences. These people loved the activity and most would return, if the circumstances leading to their departure were corrected. They think the activity is wonderful and definitely worth promoting. But without changes, they don't think a promotional program will succeed. This group represents a significant target for recruiting new membership. 

3.The SD club culture appears to have two faces. On the one hand, it is friendly and welcoming—like a second family. However, some ex-dancers experienced the club culture as inflexible, cliquish, and exclusive. 

4.Clubs appear to be particularly unable to work with single members, whether they start out as singles or become singles after joining the club. And with the emerging Boomer group showing a near 60% single factor, this limitation could add significantly to recruitment problems. 

5.The unavailability of dance programs at different levels of expertise is a key reason for dropping out of the dance program. The ability for new dancers to have the option to remain at the Mainstream level seems critical to retention. Many of these ex-dancers liked the activity, but would like a place to dance at the level they learned during the first class cycle. They seem to want to consolidate skills, and just have fun. 

6.The current club organizational structure is not oriented to marketing the SD activity. There is a need for collaboration on important advertising and public relations programs, as well as on issues of scheduling, and program changes. 



Foundation News Releases:

Society Input to Callerlab -  February, 2001

The Canadian Square & Round Dance Society wrote to Callerlab in February, 2001 and indicated that Tim Crawford had outlined the Phoenix Plan to the Board at its July 2000 meeting. Mr Crawford mentioned that the Canadian Square & Round Dance Society may be able to play a part in the project. The exact nature of the of such participation was not delineated, but it was felt that some of the focus groups format might apply to Canada.  

As an integral partner in Square Dancing in North Ameria, we would like to offer our assistane in this venture.  We would be honoured to share our personnel resources with you. The movement has to position itself for the future while not necessaruly discarding the past.

It is our assumption that the Phoenix Plan holds the key to our future as a recreational and social venue for friendship.  We must sieze the opportunity.

It is our intention to assist in whatever way we can for the betterment of our movement. We look forward to your suggestions and potential taks that we might do.

Phoenix Plan

Presented to the Society Board of Directors in July, 2000 by

   Presenter - Tim Crawford
         Callerlab Executive Committee
         Callerlab Board of Governors

Overview

·    A Plan to Market Square Dancing
·    based on Market Studies
·    competition for Leisure & Recreation Time
·    Identify problem areas
·    offer solutions
·    present Square Dancing as an attractive Product
·    Multi Phase Presentation

Phase I
·    market research- Who are our prospective customers
·    provide tools / materials help us understand problems
·    clubs need to inventory memberships for demographic data
·    clubs will need to “learn” details of the plan
·    Callerlab will reorganize the Foundation
·    Foundation - designed for 2 way exchange of ideas
·    Foundation - distribute resource information
·    Foundation - primary vehicle of Plan implementation

Phase II- Foundation
·    continue Research work
·    Focus groups- Various Cities- 3 groups
·    2 Non-dancer groups
·    1 Dancer Drop-out
·    utilize data to help recruit advertising & PR assistance
·    Guidance to improve Public Image = broader appeal
·    Seek Funding resources from Corporate Sponsors

Phase III
·    Continue to attract corporate sponsors
·    Data from previous Phases lead to product changes
·    Present Square Dancing as competitive Product

Our Strengths

·    Unity of well organized, existing Square Dance related Groups
·    realization that we, ourselves cannot solve the problems
·    Marketing, Jim Hensley, is that Professional help
·    CMS has spent 2 years to “understand” Square Dancing
·    Our Dancers, Leaders represent sales force
·    Our Dance organizations have data resources
·    Our Dance organizations have funding resources

Key Benefits

·    properly presented product will attract new Dancers
·    New Dancers attract new Callers/ Leaders
·    New Callers attract new Dancers
·    renewed enthusiasm
·    new cycle started

What’s been done?
·    Widespread agreement- things are desperate
·    Funds of over $100,000 have been raised
·    Professional help has been contracted
·    Phase I has been completed
·    Support is growing
·    Plan has been devised

Phase I. What did we find?
·    1887 respondents to Internet Panel
·    3 questions asked
·    21% have participated in MWSD
·    74% had either a Neutral or positive opinion of MWSD!!
·    56% said they would or “maybe” join!
·    extremely surprised - positive response

Next Steps- what we can do
·    Focus Groups are in progress
·    sponsor one- defray cost
·    support the plan
·    be part of the solution




August 2000
Phoenix Plan
Research Results Are A Surprise!

     CALLERLAB, through its Foundation, has completed the analysis of its initial research study. It was conducted as a 'first step' at The Phoenix Plan, a new marketing program. And the ‘findings’ were surprisingly pleasant! The survey, conducted by StarWorks Inc. a Michigan based Research firm under the direction of Jim Hensely, the Foundation's Marketing Director, was a preliminary study of general public opinion with the following objectives:

  • Assess the image of Square Dancing;
  • Explore potential for expanding interest in Square Dancing;
  • Test viability of "Boomers" as a target for marketing efforts; and 
  •  Identify other possible marketing targets
     The nearly two thousand respondents, who were balanced geographically and demographically, were given three questions, establishing if they had ever square danced, whether they had negative, positive or neutral opinions about it, and whether they might consider joining a square dance class.
     The findings were surprisingly positive in many areas. Square dance activity is a wide open market, with less than 15% of our population ever having experienced it as an adult. The image issue was decidedly stronger than anticipated. In this study, it proved to be moderately POSITIVE, with only a small minority (12%), having a negative opinion. Most people were neutral, but a THIRD were positive. People who had contact with square dancing as an adult, were twice as likely to be positive. Experiencing the activity apparently breeds goodwill. Almost all income levels reacted the same way, with lower level incomes being twice as positive. Positioning square dancing as a ‘Fun-Social and Healthy' activity would draw one in six, to consider joining a class, with another 40% maybes.
     Additional work will be needed to validate results, but this preliminary study showed the general context for square dancing as relatively favourable. There is considerable potential for expanding interest in this activity. The ‘Baby Boomers' are a viable target market for square dancing. Other marketing targets should include singles, who have been married and people with lower incomes.
     In August, 2000 the Foundation will begin a series of Focus Group Research Studies in three cities: Charlotte, NC, St Louis MO, and Portland, OR. These will be in depth face-to-face sessions, with a professional moderator questioning a small, representative group of carefully chosen people, in detail about their opinion and feelings. In each city we will visit with three separate groups, two who have never square danced and one group who dropped out of square dancing, after only a few lessons.  Names of discontinued dancers will be obtained through local callers and club leaders. If you know of people who have dropped out of a square dance class, please send that information (name, address and telephone number) along with your name and telephone number to the CALLERLAB Office. These sessions, which are video taped and reviewed, will give everyone better insight into our problem areas.
     Hopefully, other square dance organizations will want to participate in similar research studies to learn more about their individual market area.  The results of our final report will be made available through the Foundation at a later date this fall.

The FOUNDATION
467 Forrest Ave., Suite 118
Cocoa, Florida 32922
(31) 639-0039
CALLERLAB@AOL.COM
Website:  http://CALLERLAB.org



THE CALLERLAB FOUNDATION
For The Preservation And Promotion Of Square Dancing

The Phoenix Plan
April 2000
(A new Beginning)

     The Plan is a program to market square dancing. it is a recommended plan of action based on research findings arising from a brief market study. The public image of square dancing has become less attractive. At the same time, competition for the consumers leisure and recreation time has noticeably increased. Understanding those factors, the Plan will identify the problem areas and offer solutions that would again present square dancing as an attractive product or service. The Plan consists of three phases and recommends incremental steps to realize its potential. 
     Phase I will provide market research to define who our prospective dancers are, and what it will take to recruit and retain them. It will provide tools and materials to help us understand the problems occurring in the activity and identify the role of the individual dancer and caller in its recovery. The clubs will need to inventory their membership for demographic data, as well as learn the details of the Plan. CALLERLAB will reorganize its Foundation as a universal clearing house designed for a two way exchange of ideas and distribution of resource information for the square dancing community. It will establish the Foundation as the primary vehicle for implementation of the Plan. 
     Phase II will provide for the Foundation to continue its research work. It will utilize the resulting data to help recruit advertising and public relations assistance. It will provide guidance to improve the activitys public image. This would allow square dancing to appeal to a broader market. This Phase seeks to establish funding resources from corporate sponsors, government agencies, and non-profit organizations. 
     Phase III will continue earlier efforts in order to attract appropriate corporate partners as financial and promotional sponsors. By consolidating market research and the dancer demographics gathered from the clubs, the Plan will guide the leaders of square dancing in making necessary changes to the product. The Plan will present square dancing as a competitive product in the leisure and recreation market. 
     The Plan will unite the various factions of square dancing in a common cause. The resulting consensus will be the critical factor in attracting long term sponsorship. A new public image of square dancing and better informed square dance leadership will help preserve and promote the square dance activity. 



PRESS RELEASE 

SQUARE DANCING FOUNDATION INITIATES NEW MARKETING PLAN
(February 2000)

     CALLERLAB, under the auspices of its FOUNDATION (For the Preservation and Promotion of Square Dancing),
recently kicked off the first phase of its exciting, new marketing and promotion effort, PLAN 2000. The Foundation, working in concert with all the diverse organizations and components within the square dancing family, is developing a dynamic, long range, and comprehensive marketing concept that identifies specific problem areas, and utilizes professional public relations and advertising assistance to create viable answers. These are solutions that have practical application for all levels and elements within the square dance world. The Marketing Plan will offer programs that address the concerns and needs, not only of the existing "family" of square dancers, clubs, associations, and callers, but also offers a new image of the activity aimed at the large majority of our population that has never, "squared up on the dance floor. 
     Different phases of the marketing plan will be implemented, on a national and international basis, over the next decade as they are developed and funding becomes available. Beyond the introductory period, where the emphasis is on market research, image change, and recruitment ideas, the plan will provide a frame work and structure to allow the next generation of dancers to meet long term marketing goals. The Foundation will continue in its efforts to educate and unify the various levels and groups within the world wide "square dance community". Only through a collective effort can it hope to build the working "consensus, necessary to make the plan succeed. CALLERLABs marketing concept can only be implemented by, and through, the committed efforts of all who now enjoy and understand the value and unique experience that is Modern Western Square Dancing. 
     Even before development of the marketing plan began, the Foundation and its members began fund raising efforts for its support. The first step in this fund raising effort was taken last spring during the CALLERLAB Convention in Dallas, TX. A group of eleven CALLERLAB members produced and recorded a promotional record titled "God Bless The USA". Donations in response to the "God Bless America" record have been tremendous. Additionally, numerous contributions from a diverse group of individual clubs, associations, convention organizations, and others, have helped validate the fund raising goal. Donations have topped $69,000, surpassing the initial goal of $30,000. This outpouring of generous support, even without a completed plan, truly reflects the committed nature of the average, dedicated square dancer. A strong round of "Thank Yous" goes out to everyone supporting this effort. This helps affirm what has become a general recognition, that NOW is the time to share the "best kept secrets" about this fun activity.
     An important step in the marketing effort occurred last fall, when the Foundation appointed Creative Marketing Services and James Hensley as marketing advisors to the Foundation. 
     Phase One of the marketing plan will include plans for work in two important areas. First, to raise the level of awareness within the square dance community, that its historic, established dance activity, now has to repackage itself in order to compete successfully in the leisure and recreation market place, along with all the other 'products or "services, that are seeking the "consumers" loyalty and attention. The second area, good market research will be conducted to gather valid information about the needs, perceptions, and interests of that consumer (the new dancer). This data will help build a better dance program, because it will define the customers expectations for their new dance experience. 
     Once again -- A BIG THANK YOU! to all who have contributed time, effort, and money to this critical effort. 

********** END **********





 

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