CIS Case Study | Foundation-Seeded Program | Stage 1: Intake
Third Wednesday Jazz Series
Arts Junction at Old Rail Station — Monthly — Third Wednesday of Each Month
Methodological Note
This program is Foundation-seeded. The Foundation serves simultaneously as proposer and evaluator. This dual role is disclosed in all CIS reporting derived from this program. Findings from this activation are tagged as Foundation-originated in the CIS data system and noted as such in any published output.
Contents
Section 1
Program Description
The Third Wednesday Jazz Series is a monthly live music activation at Arts Junction at Old Rail Station. Each activation presents a jazz ensemble to a seated audience of 80, on the third Wednesday of the month, in the 4,000 sq ft event space with full-service kitchen access. The series runs on a fixed monthly schedule to build audience habit and generate longitudinal repeat participation data across the full six-activation CII measurement cycle.
The Foundation is seeding this program internally for two reasons. First, a jazz series is well-suited to the CIS measurement architecture: it generates clear pre-commitment data through advance ticket sales, produces a high-concentration local audience, and offers strong substitution signal because jazz audiences frequently travel to regional venues in Dallas, Fort Worth, and Addison. Second, a Foundation-seeded program creates a documented baseline activation against which external proposer performance can be calibrated.
Section 2
Pipeline Stage and Development Plan
The program enters the pipeline at Stage 1 (Intake) with Foundation staff as the proposer of record. Foundation-seeded programs complete the same five-workshop curriculum as external proposers for methodological consistency and to ensure the resulting planning documents are CIS-compliant.
| Stage | Required Action | Owner | Target Date |
|---|---|---|---|
| 1. Intake | Concept documented. Intake record created. Pipeline entry confirmed. | Foundation | March 2026 |
| 2. Develop | Complete five-workshop curriculum. Produce: Audience Map, Pricing Model, 30-Day Commitment Campaign, Production Checklist, Financial Tracking Template. | Foundation / Program Lead | April — May 2026 |
| 3. Validate | Achieve 100% pre-commitment of projected costs through advance ticket sales. Validation campaign duration: 30 days minimum. No activation proceeds without 100% commitment. | Foundation | May 1 — May 31, 2026 |
| 4. Activate | Launch Activation 1 at Arts Junction. Collect all five CII data streams. Deploy substitution survey at point of activation. | Foundation | June 18, 2026 |
| 5. Graduate | Assess CII trajectory after six activations (maximum). Apply graduation determination per CIS v2.0 thresholds. | Foundation | December 2026 — January 2027 |
Section 3
Pre-Commitment Calculation
The 100% pre-commitment threshold requires that all projected costs be committed through advance ticket sales before the activation proceeds. The cost baseline below must be confirmed during Workshop 2 (Pricing Strategy) and Workshop 5 (Financial Management). All figures are planning estimates pending artist and production confirmation.
Cost Baseline — Activation 1 (Estimate)
| Cost Item | Basis | Estimated Cost |
|---|---|---|
| Artist / Ensemble Fee | Market rate: jazz quartet, local/regional, 90-minute set | TBD at Develop stage |
| Sound / A/V | Venue sound system supplement, engineer | TBD at Develop stage |
| Venue / Operational | Arts Junction access, setup, breakdown, staffing | TBD at Develop stage |
| Ticketing Platform Fee | Typically 3–5% of gross ticket revenue | TBD at Develop stage |
| Marketing | Digital promotion, print, email campaign | TBD at Develop stage |
| Contingency (10%) | Per CIS v2.0 financial management protocol | TBD at Develop stage |
| Total Projected Cost | 100% pre-commitment target | TBD at Develop stage |
Pre-Commitment Math
Once costs are confirmed at the Develop stage, the following formula determines the required ticket price and validation target.
CII Pre-Commitment = Total Advance Revenue ÷ Total Projected Cost × 100
| Variable | Formula | Value |
|---|---|---|
| Capacity | Fixed | 80 seats |
| Total Cost (C) | Sum of all cost items above | TBD |
| Minimum Ticket Price | C ÷ 80 | TBD |
| Pre-Commitment Target | 100% of C through advance ticket sales | TBD |
| Validation Window | 30 days minimum prior to activation date | May 1 – May 31, 2026 |
| Validation Deadline | If 100% not achieved by this date, activation does not proceed | May 31, 2026 |
Section 4
CII Measurement Plan
The Cultural Investment Index score for each activation is computed from five factors. The measurement plan below specifies the data collection method, instrument, and timing for each factor as applied to the Third Wednesday Jazz Series.
Pre-Commitment Achievement
Source: Ticketing platform — total advance sales ÷ 100% cost threshold. Closes at validation deadline.
Duncanville Resident Share
Source: ZIP code at checkout + door survey Q1. Targets ZIP 75116, 75137, 75138. Collected at each activation.
Substitution Intent
Source: Paper survey Q2–Q3 at point of activation. Minimum 20% response rate required for F3 to be scored.
Repeat Participation
Source: Ticketing platform repeat-purchase records. Activation 1 receives default score of 50 per CIS v2.0 protocol. Scored from Activation 2 onward.
Adjacent Business Lift
Source: Arts Junction tenant POS data. Activation-night volume vs. average of four baseline Wednesdays within 60 days preceding each activation.
Baseline Night Schedule — Activation 1
Four baseline Wednesdays must be identified within the 60 days preceding June 18, 2026, excluding holidays and private events, to establish the pre-activation tenant traffic average (CIS v2.0, Section 6.5).
| # | Date | Day | Exclusions Check | Status |
|---|---|---|---|---|
| BL-1 | April 22, 2026 | Wednesday | Confirm no holiday or private event | To be confirmed |
| BL-2 | April 29, 2026 | Wednesday | Confirm no holiday or private event | To be confirmed |
| BL-3 | May 6, 2026 | Wednesday | Confirm no holiday or private event | To be confirmed |
| BL-4 | May 13, 2026 | Wednesday | Confirm no holiday or private event | To be confirmed |
Section 5
Six-Activation Schedule
The CIS measures programs across a maximum of six activations before a graduation determination is applied. Validation campaigns for each subsequent activation open 30 days before each activation date. The graduation determination is applied within 30 days of the final CII score.
| # | Activation Date | Validation Opens | Validation Closes | CII Scored By | Notes |
|---|---|---|---|---|---|
| 1 | Jun 18, 2026 | May 1, 2026 | May 31, 2026 | Jun 25, 2026 | F4 defaults to 50. Baseline nights: Apr 22, 29, May 6, 13. |
| 2 | Jul 16, 2026 | Jun 1, 2026 | Jun 30, 2026 | Jul 23, 2026 | F4 scored from Activation 1 repeat data. Baseline: 4 Wednesdays in June. |
| 3 | Aug 20, 2026 | Jul 1, 2026 | Jul 31, 2026 | Aug 27, 2026 | Mid-cycle review. Factor-level trajectory analysis recommended. |
| 4 | Sep 17, 2026 | Aug 1, 2026 | Aug 31, 2026 | Sep 24, 2026 | Four baseline Wednesdays in August. |
| 5 | Oct 15, 2026 | Sep 1, 2026 | Sep 30, 2026 | Oct 22, 2026 | Four baseline Wednesdays in September. |
| 6 | Nov 19, 2026 | Oct 1, 2026 | Oct 31, 2026 | Nov 26, 2026 | Final activation. Graduation determination applied within 30 days of final CII score. |
| Graduation Determination | December 2026 — CII trajectory reviewed across all six activations. Determination applied per CIS v2.0, Section 7. | ||||
Section 6
Audience Development Framework
The following audience segments are preliminary targets identified at intake. The Audience Map deliverable (Workshop 1) will refine these segments with channel-level outreach plans and geographic targeting tied to ZIP codes 75116, 75137, and 75138 (CIS v2.0, Section 4.2).
| Segment | Profile | Geographic Target | Est. Reach | CII Relevance |
|---|---|---|---|---|
| Primary | Duncanville households, ages 35–65, household income $60K+, existing interest in live music | ZIP 75116, 75137, 75138 | ~500 households | F2 (Resident Share), F3 (Substitution Intent) |
| Secondary | DeSoto, Cedar Hill, and Midlothian households with existing jazz interest | Adjacent ZIP codes | ~300 households | F1 (Pre-Commitment velocity), F5 (Adjacent Lift) |
| Out-of-City | Regional jazz listeners currently attending venues in Dallas, Addison, and Fort Worth | Regional — no ZIP constraint | ~200 attendees | F3: strongest substitution signal if attending from out-of-city alternatives |
Substitution Signal Hypothesis
Jazz audiences in this market have a documented pattern of traveling to regional venues (The Kessler, Jazz at Bishops Arts District, Scat Jazz Lounge in Fort Worth) for live jazz experiences not available locally. A high F3 score on this series — indicating that attendees would have traveled outside Duncanville in the absence of this activation — would constitute strong spending retention signal. This hypothesis is tested directly through the substitution survey administered at each activation.
Section 7
CII Scoring Worksheet — Activation 1 Template
Factor scores are recorded after each activation. The composite CII score is calculated using the weighted formula from CIS v2.0, Section 6. This worksheet is pre-populated with the measurement protocol for Activation 1.
CII = (F1 × 0.30) + (F2 × 0.25) + (F3 × 0.20) + (F4 × 0.15) + (F5 × 0.10)
| Factor | Weight | Raw Data Required | Score (0–100) | Weighted Score |
|---|---|---|---|---|
| F1: Pre-Commitment Achievement | 0.30 | Total advance ticket revenue ÷ total projected cost × 100 | _____ | _____ × 0.30 |
| F2: Duncanville Resident Share | 0.25 | Tickets from ZIP 75116/75137/75138 ÷ total tickets sold × 100 | _____ | _____ × 0.25 |
| F3: Substitution Intent | 0.20 | Survey respondents selecting out-of-city alternative ÷ total respondents × 100. Minimum 20% response rate required. | _____ | _____ × 0.20 |
| F4: Repeat Participation | 0.15 | Activation 1 default: score = 50 per CIS v2.0 protocol. | 50 | 50 × 0.15 = 7.5 |
| F5: Adjacent Business Lift | 0.10 | Activation-night tenant POS ÷ average of 4 baseline nights − 1 × 100. Scored on 0–100 rubric. | _____ | _____ × 0.10 |
| CII Composite Score | 1.00 | Sum of all five weighted scores | _____ | F1+F2+F3+F4+F5 |
Graduation Thresholds (CIS v2.0, Section 7)
| CII Score Range | Determination | Action |
|---|---|---|
| 70 – 100 | Graduation Candidate | Program evaluated for transition to permanent commercial placement in Duncanville. Subject to weight sensitivity review. |
| 50 – 69 | Development Support | Program continues with additional structured activation cycles. Factor-level analysis identifies areas for improvement. |
| Below 50 | Redesign or Sunset | Program enters redesign or sunset review. Findings documented as evidence of conditions at which this activation type reached the validation boundary. |
Section 8
Open Items — Required Before Validation Opens
The following decisions and documents must be completed during the Develop stage before the validation campaign opens on May 1, 2026.
| # | Item | Owner | Required By |
|---|---|---|---|
| 1 | Confirm artist or ensemble. Negotiate fee and execute performance agreement. | Foundation / Program Lead | April 15, 2026 |
| 2 | Confirm sound and A/V vendor. Execute service agreement. | Foundation | April 15, 2026 |
| 3 | Complete cost baseline and confirm 100% pre-commitment target amount. | Foundation (Workshop 2 deliverable) | April 30, 2026 |
| 4 | Select and configure ticketing platform. Enable ZIP code capture at checkout. | Foundation (Workshop 3 deliverable) | April 30, 2026 |
| 5 | Finalize substitution survey instrument. Print for activation-night administration. | Foundation | May 15, 2026 |
| 6 | Identify and confirm four baseline Wednesdays. Coordinate POS data access with Arts Junction tenants. | Foundation | April 22, 2026 (BL-1 date) |
| 7 | Launch 30-day validation campaign. Monitor pre-commitment velocity weekly. | Foundation | May 1, 2026 |
| 8 | Make go/no-go determination. Proceed if 100% committed; document and archive if not. | Foundation Executive Director | May 31, 2026 |
Sources
Referenced Documents
- Thompson, Ron. Cultural Investment Strategy, Version 2.0. Duncanville Arts Foundation, 2026.
- Arts Junction Year 1 Calendar, Section 4 (Baseline Night Assignments). Duncanville Arts Foundation, February 2026.
- CIS Course Syllabus: Cultural Activation Producer Certificate. Duncanville Arts Foundation, 2026.
- Appendix A: Intake Form and Proposer Guidelines. Duncanville Arts Foundation, 2026.