CCV Project Summary
Last updated August 3, 2026
The CEN CRM is now live in production on the data center CCV selected, with all data migrated and an automated deploy pipeline behind it. The SGO sandbox is connected to it and open for schools to sign themselves up, with signups and activity reporting straight through to the CRM. Aaron's first comments on the CCV.org wireframes are in and a walkthrough is being arranged, so the review closes this week and the build begins. The Theodore migration has started, with data mapping and cleaning underway alongside your team. The September 9 CCV.org relaunch and the October 1 SGO launch remain the two dates the work is paced against.
What we need
What we need from CCV.
Open decisions and inputs, and what each one releases.
3 items
What we need
What we need from CCV.
Open decisions and inputs, and what each one releases.
| What we need | Details |
|---|---|
| 1. Wireframe comments from the wider team | Aaron has sent his first comments and is working through his edits, and we are arranging a walkthrough with him. If anyone else on the team has comments, now is the time to send them. We need the review fully closed this week so the build starts on schedule for the September 9 relaunch. |
| 2. Confirmation of the Ohio school count | About 220 Ohio school profiles are due to move onto the new SGO platform. That is our working number and it needs checking against your records. Data mapping and cleaning have started, so confirming the figure now keeps the migration plan accurate rather than correcting it later. |
| 3. Organization mapping for the donor migration | The donor migration needs the organization mapping confirmed in the CRM. A short session with Claire settles it and releases the migration sequencing against the Virtuous end date. |
01 / KEY DELIVERABLES
In progress
CCV.org website redesign
Wireframe comments in, walkthrough being arranged
LaunchSeptember 9
Build starts once the review closes
View
In progress
CCV Command Center and donor CRM
Command Center v1 prototype designed
CutoverBefore Sep 10
Fund management session delivered
View
In progress
CEN SGO platform
Sandbox open to schools, Theodore migration started
TargetOctober 1
Build underway
View
In progress
CEN SGO CRM and outreach
CRM live in production, pipeline features in
Livecrm.censgo.org
School campaign go-live in August
View
59days
CEN SGO platform launch, October 1
37days
CCV.org website relaunch, September 9
Sep 102026
Virtuous subscription expiry
02 / MAIN DELIVERABLES
Main deliverables
In flight and upcoming.
The active and upcoming workstreams across the Command Center design view, the CCV.org redesign, the CEN CRM, and the SGO platform, soonest first. Everything already shipped sits in the Delivered to date section.
11 workstreams
Main deliverables
In flight and upcoming.
The active and upcoming workstreams across the Command Center design view, the CCV.org redesign, the CEN CRM, and the SGO platform, soonest first. Everything already shipped sits in the Delivered to date section.
| Workstream | Owner | Status | Target |
|---|---|---|---|
CCV.org and organization |
|||
| Wireframe reviews needed this weekAaron has sent his first comment and is continuing his review while we work through the edits. A walkthrough is being arranged. | AIDM and CCV | In progress | This week |
| Command Center design viewA full design view of the CCV Command Center for the whole organization, so you can see what the finished platform will look like before it is built. The v1 prototype is designed, covering navigation, screens, and module content, and it grows from the CRM outward as each product is built. | AIDM | In progress | Next 2 weeks |
| Fund management for the Virtuous migrationThe working session with your finance team is done and the process and weekly reconciliation approach are confirmed. Two items are open before the build: finance leadership visibility into the donor dashboard, and which financial reports must keep running inside Virtuous after cutover. | AIDM and CCV | In progress | In progress |
| CCV social automationStarter content and scheduling automation for the CCV.org channels. | AIDM | Starting | August |
| CCV.org website redesignLead priority. The information architecture is set and the wireframe review is closing. Build mode starts once it is signed off, for the full rebuild on WordPress and a September 9 relaunch. August is when building begins, not when the site goes live. | AIDM | In progress | Sep 9 |
| Donor data migration to the new CRMMigrating the donor data out of Virtuous, CCV's donor CRM, and into the new CRM. The cutover has to complete before the Virtuous subscription ends in September. Sequencing depends on the organization mapping and the fund management questions being confirmed first. | AIDM and CCV | In progress | Before Sep 10 |
CEN SGO |
|||
| CEN SGO email marketing go-liveThe email marketing system for CEN SGO. The mailbox question is resolved and the info@censgo.org inbox is confirmed. The final email copy is the last item before sending goes live. | AIDM | In progress | This week |
| Theodore school data migrationAbout 220 Ohio school profiles moving onto the new SGO platform. Data mapping and cleaning are underway with your team. The school count still needs confirming against your records before the plan is finalized. | AIDM and CCV | In progress | In progress |
| CEN CRM feature buildThe agreed features from the sales-process document are in: AI lead summaries, due dates with an overdue filter, contacts grouped by school with manual add and remove, and phone as a lead source. Next is the second round of feedback, plus a sign-up step after the evaluation window and emailing a contact directly from an opportunity. | AIDM | In progress | August |
| CEN SGO school campaign go-liveThe first outreach campaign to schools, running on the CEN SGO email marketing system above, now that the sandbox is open for schools to sign themselves up and the CRM is in production. | AIDM and CCV | Starting | August |
| CEN SGO platform launchThe full SGO tool, on track to be operational for the October 1 launch. | AIDM | In progress | Oct 1 |
03 / PILLAR DETAILS
CCV.org and organization
In progress
Relaunch September 9
The CCV.org rebuild is the lead priority, moving from Squarespace to WordPress for a September 9 relaunch. Aaron has sent his first comment and is continuing his review while we work through the edits, and a walkthrough is being arranged. The search-visibility groundwork is complete: a full crawl of the current site, twelve months of search and analytics data, the money pages marked, and a redirect map so nothing breaks in the move. The Issues section stays, reframed as a resource hub, and older content is archived rather than removed so it stays findable. This section also holds the wider CCV work: the Command Center, where the v1 prototype is now designed, the move of donor data off Virtuous ahead of the subscription ending in September, the fund management questions behind it, and the podcast and social work for the CCV brand.
| Task | Owner | When | Notes |
|---|---|---|---|
| Wireframe feedback | AIDM and CCV | In review | Aaron confirmed the wireframes look right and has started working through his edits. A walkthrough is being arranged. Comments from the rest of the team are needed this week to close the review. |
| Information architecture | AIDM | In progress | The information architecture site is being built out with the changes agreed in the client meetings, and all references and documentation have been cross-checked. |
| Issues section as a resource hub | AIDM and CCV | In progress | Confirmed on July 20: the Issues section stays and is reframed as a resource hub, modeled on the FSI page. It carries what CCV does, what it believes, and citable resources such as data points and graphs, which is the kind of material news agencies and AI tools already pull from pages like it. A first-pass proposal is being drafted for CCV review. |
| Command Center design view | AIDM | In progress | The v1 prototype is designed, covering navigation, screens, and module content, with the supporting technical documentation reviewed. It starts with the CRM and adds modules, features, and team access as each product is built. |
| Fund management migration | AIDM and CCV | In progress | The working session with your finance team is delivered, and the fund management process and the weekly reconciliation approach are both confirmed. Two items are open before the build: finance leadership visibility into the donor dashboard, and confirmation of which financial reports must continue after cutover. |
| CCV social automation | AIDM | August | Starter content and scheduling automation for the CCV.org channels. |
| CRM full onboarding | AIDM | Third week of August | Target for the CCV communications team to be fully onboarded onto the new CRM tool, ahead of the Virtuous subscription ending. |
| CCV.org rebuild | AIDM | Sep 9 | Build mode starts early to mid August once the wireframe is approved, for the full rebuild on WordPress and a September 9 relaunch. The August date is the build start, not the launch. |
| Content archive in the restructure | AIDM | Sep 9 | Nothing is deleted in the restructure. Older content is archived rather than removed, stays searchable, and remains findable through the footer, while current content moves front and center. |
| Donor data migration | AIDM and CCV | Before Sep 10 | Migrating roughly 40,000 donor contacts out of Virtuous, CCV's donor CRM and separate from the CEN CRM, with cleanup underway since less than half are estimated active. The cutover has to complete before the Virtuous subscription ends in September. The build sequence depends on the fund management questions being confirmed first. |
| Podcast recommendations | AIDM and CCV | Done | The Narrative document is approved and the recommendations are being worked through. The client has confirmed the shape as two separate shows, The Narrative staying Ohio-focused and a second national show to follow. Next is agreeing a single owner, the episode renaming and republishing, and the new Education category ahead of the SGO launch. |
| CCV.org search baseline | AIDM | Done | A full crawl of 1,100-plus URLs with titles, meta, and headings, twelve months of Search Console and Analytics data, the money pages marked, 1,300-plus referring domains gathered, the link and header and footer structure mapped, a redirect map off the current site, and the sitemap exported. |
| Redesign decisions confirmed | AIDM | Done | The client answered five of the six outstanding decisions on July 16: the September 9 launch target, the Issues section carried into a follow-up discussion, ownership of the daily newsletter, and Vote for Ohio as a rename of the existing ballot site. The Issues section was settled on July 20 and stays as a resource hub, and the last outstanding placement question closed after it, so all six decisions are now done. |
| Site re-crawl | AIDM | Done | The current CCV website was re-crawled to confirm it lines up with the information architecture as it stands. |
| Site audit and strategy | AIDM | Done | A page-by-page audit of CCV.org, a competitive analysis of eight peer organizations across twenty-five website features, a website strategy and implementation checklist, and a proposed sitemap from the client's outline. The audit found the current site is about 20 pages deep on only one level with no forward navigation, plus nine connected microsites and subdomains for CCV's other brands, the rationale behind the rebuild. |
| The Narrative podcast document | AIDM | Done | Delivered on July 15 and approved by the client on July 16, with the recommendations to be worked through next. |
CEN SGO
In progress
Launch October 1
The SGO platform build is underway and on track for the October 1 launch. The sandbox is now open for schools to sign themselves up, with a seven-day evaluation window from first login and all signup activity reporting into the CRM. The CEN CRM is live in production on the data center CCV selected, with all data migrated and an automated deploy pipeline behind it, and the agreed sales pipeline features are in. The Theodore migration has started, with data mapping and cleaning underway on the roughly 220 Ohio school profiles held on the legacy scholarship tool. That school count is our working number and still needs confirming against your records. The CEN SGO website is live, its search visibility is complete, and the videos are updated with a launch and content plan ready to run against.
| Task | Owner | When | Notes |
|---|---|---|---|
| CEN SGO email marketing go-live | AIDM | This week | The mailbox question is resolved and the inbox is confirmed. The final email copy is the last item before sending goes live. |
| Booking page embed | AIDM | This week | The School Partnership Director's booking page embed code arrived on July 17 and goes onto the CEN SGO site this week. |
| SGO platform build | AIDM | In progress | Build underway on the accepted design, on track to be operational October 1. |
| Theodore data migration | AIDM and CCV | In progress | Underway. Data mapping and cleaning have started with your team on about 220 Ohio school profiles held on Theodore, moving them onto the new SGO platform ahead of Theodore's December 2026 contract end. The school count still needs confirming against your records. |
| School outreach through the CRM | AIDM and CCV | In progress | The School Partnership Director is now the primary booking contact for school administrators, is linked into the CRM, is working through training on the tool, and is running outreach with the earlier restrictions removed. A phone outreach tool he is comfortable with is being evaluated to connect into the CRM. |
| CEN SGO email logo | AIDM | In progress | Adds a verified brand logo beside authenticated CEN SGO emails. The logo has been sent to the client's IT contact, who has the access to add it, and domain access is confirmed. |
| CEN CRM feature build | AIDM | August | The agreed features from the sales-process document are in: AI lead summaries, due dates with an overdue filter, contacts grouped by school with manual add and remove, and phone as a lead source. Next is the second round of feedback, plus a sign-up step after the evaluation window and emailing a contact directly from an opportunity. |
| CEN Ohio affiliate program retirement | AIDM | August | CEN's Ohio-based affiliate program, about 220 schools on Theodore, retires alongside the Virtuous cancellation. A transfer and training campaign moves those schools onto the new CRM, timed as a renewal moment. |
| School marketing kit | AIDM | Through summer | A ready kit for each school: profile, branding, flyers, social posts, standard emails, and guides to promote the scholarship program to families. |
| Demo-submission tracker | AIDM | Planned | A wanted feature to track who was sent a sandbox link, whether they logged in, and how many times, to support CEN sales follow-up. |
| School profile completion URL | AIDM | Open | A school-profile completion URL for the Ohio renewals season is still open. The new platform is not ready to take live intake yet, and about 220 Ohio schools on Theodore need a migration plan first. AIDM will come back with the approach. |
| Remaining CEN team profiles on the new site | AIDM and CCV | Open | Two further CEN team members still need their profiles and booking pages on the new CEN SGO site. Both are in a holding pattern now that the School Partnership Director's page is live. Open item. |
| Data center preparation | AIDM | Done | Storage and infrastructure are ready on the data center CCV selected. The CEN CRM is already live on it in production with an automated deploy pipeline, and the SGO platform sits on the same setup. |
| CEN SGO search indexing | AIDM | Done | Cached content cleared from Google, 20-plus links indexed across pages, resources, and state pages, Search Console issues fixed, and indexing requested for the rest. |
| Sandbox access controls | AIDM | Done | The sandbox now closes external trial access automatically, with CCV and AIDM domains excluded so the internal team keeps standing access, and passes expired contacts through to the CRM for follow-up. |
| SGO sandbox finished | AIDM | Done | Complete with step-by-step guides, a chatbot, tutorial videos, and brand data saved per school. |
| Sales videos for the CEN team | AIDM | Done | Three AI-generated videos: an introduction, a sandbox demo, and an orientation. |
| Sales pipeline prototype reviewed | AIDM | Done | The CEN CRM sales pipeline prototype was reviewed with your team and the feature set agreed, covering the calendar-to-CRM flow, the opportunity pipeline, contact management, and campaign reporting. |
| Head-of-school contacts loaded | AIDM | Done | About 2,000 head-of-school leadership contacts loaded into the CRM with name, title, phone, and role, mapped to their school accounts. |
| Sandbox data through to the CRM | AIDM | Done | The webhook was updated to new endpoints with expiry triggers, so new signups and existing user data now flow from the sandbox straight through to the CRM. |
| CRM reports page | AIDM | Done | The reports page now brings four views into one place: overview, SGO health, campaigns, and expired logins. |
| Sandbox data in the CRM | AIDM | Done | Sandbox signup and usage data now flows into the CRM, so the CEN team can see who signed up and what they did. |
| Staff notifications | AIDM | Done | The team is now alerted automatically when a new lead comes in through the site. |
| Campaign contact filtering | AIDM | Done | Outreach can now be filtered to the right roles at each school, and the schools database was enriched with head-of-school contacts to support the calls. |
| info@censgo.org inbox | AIDM | Done | Confirmed on July 17 as a full mailbox, with access arranged for the CEN team member who will monitor it. |
| Email marketing automation built | AIDM | Done | Visual editor, shared template library, and automatic routing of form submissions to the donor, school, and general teams. Technical issues resolved before go-live and a testing environment stood up on the data center CCV selected. |
| CEN CRM live in production | AIDM | Done | Live at crm.censgo.org with secure hosting: schools and contacts database, call tracking, groups and segments, campaign builder, and Google sign-in. |
| School contact list | AIDM | Done | Cleaned, verified, and built to 14,000 schools with heads-of-school names and verified emails. Ready for use. |
| CEN and SGO video updates | AIDM | Done | The CEN and SGO videos are updated with the requested changes, and a launch and content plan for CEN SGO is ready to run against. |
| Site search visibility | AIDM | Done | Titles and meta descriptions across the whole site, structured data generated for every page and post and validated with Google's testing tool, automatic structured-data generation for resources and blog posts, and alt text on every image. |
| Search Console and analytics | AIDM | Done | The site and sitemap were submitted to Google Search Console for indexing, Google Analytics 4 is connected, and analytics access was granted to AIDM on July 16. |
| School Partnership Director on the site | AIDM | Done | Added across the website with his own booking page, and the team's LinkedIn profiles brought in line. |
| Donor signup form | AIDM | Done | A separate donor signup form was added and form routing to the CRM was updated. |
| CEN SGO website | AIDM | Live | Live and complete. The homepage metrics, the video relocation to the Schools page, and the Education Freedom Tax Credit language are all done. |
04 / NEXT PROJECTS
Next projects
Next projects.
What comes after the October 1 launch.
6 projects
Next projects
Next projects.
What comes after the October 1 launch.
CCV Command Center
A live leadership dashboard hosted on the data center CCV selected, bringing each department's key data into one place. A full design view of the whole platform is being prepared now, so the CCV team can see what the finished product will look like before it is built, starting with the CRM and adding modules, features, and team access as each is built.
| Area | What it includes |
|---|---|
| Executive dashboard | Leadership KPIs across every pillar and department, board reporting exports, donation tracking, growth metrics. |
| Nine department dashboards | Each CCV department gets a dedicated dashboard with its own KPIs and automated workflows.
|
| SGO admin panel | Application processing, scholarship scoring, disbursement management, program configuration. |
| State compliance engine | Automated compliance tracking and reporting across twenty-plus states, audit-trail management. |
| CRM and donor intelligence | A full rebuild with unified donor profiles, giving history, and segmentation. The cloud-hosted CEN CRM moves here. |
| Email marketing and analytics | Campaign management, automated workflows, performance and engagement metrics. |
| Training and LMS | Onboarding portal, training videos with completion tracking, document library. |
| AI agents | An executive assistant agent, department agents, and an AI blog content tool. |
| Internal request systems | Maintenance, IT support, and workflow ticketing in one place. |
Other next projects
| Workstream | Owner | Status | Target |
|---|---|---|---|
| CCV command center CRMThe full CRM for the comms team, replacing Virtuous before its subscription ends in September. The cloud-hosted CEN CRM rolls into this. | AIDM | Planned | By September |
| Pillar micrositesDedicated sites for the CAN, CBP, and Policy pillars alongside CCV.org. | AIDM | Planned | With the CCV relaunch |
| SGO state landing pagesBranded landing pages across twenty-plus states as each program comes online. | AIDM | Planned | As states onboard |
| Brand-family social automationScheduling and automation across the CCV family of brands and channels. | AIDM | Planned | From August |
| Theodore migration and retirementAbout 220 Ohio school profiles and their historical data migrated and validated into the new platform before Theodore is retired, ahead of its December 2026 contract end. | AIDM | Planned | Q4 2026 to Q1 2027 |
05 / DELIVERED TO DATE
Delivered to date
Delivered to date
Completed workstreams and the dated items delivered against them, most recent first.
35 items
Delivered to date
Delivered to date
Completed workstreams and the dated items delivered against them, most recent first.
| Jul 31st | The CEN CRM is live in production on the data center CCV selected: the environment is finished, all data is migrated, and an automated deploy pipeline is in place so updates ship safely. |
| Jul 31st | The CEN SGO sandbox is activated and connected to the CRM. Schools now sign themselves up, the evaluation window runs seven days from first login, and signups, activations, and expirations all report into the CRM. |
| Jul 31st | The CEN CRM sales pipeline refreshed with the agreed features: AI lead summaries, due dates with an overdue filter, contacts grouped by school with manual add and remove, and phone added as a lead source. |
| Jul 31st | CRM opportunities rebuilt end to end, covering creating and editing, bulk actions, meetings, values and owner, and per-campaign reports, with a shared filter bar, real close dates, and due and overdue tracking. |
| Jul 31st | The CRM reports page rebuilt around the trial funnel, with lifecycle stages, cohort tables, and a data-health view, plus fixes to signup dates and duplicate counts so the numbers reconcile. |
| Jul 31st | The sandbox walkthrough and the CRM prototype both shared with CEN leadership for review. |
| Jul 31st | School leadership data reconciled, with named leadership contacts now held on around 2,000 schools in the CRM. |
| Jul 31st | The CCV Command Center v1 prototype designed, covering navigation, screens, and module content, with the supporting technical documentation reviewed. |
| Jul 31st | Fund management working session delivered with your finance team, confirming the fund management process and the weekly reconciliation approach. |
| Jul 31st | The CEN and SGO videos updated with the requested changes, and a launch and content plan produced for CEN SGO. |
| Jul 31st | The sandbox trial window changed from seven working days to seven calendar days, and users who ask for continued access after it closes are now passed through to the CRM for follow-up. |
| Jul 25th | CRM webhook updated to new API endpoints with expiry triggers, and new signups plus existing user data now flow from the sandbox through to the CRM. |
| Jul 24th | About 2,000 head-of-school leadership contacts loaded into the CRM with name, title, phone, and role, mapped to their school accounts and ready for outreach. |
| Jul 24th | The CCV.org rebuild search baseline completed: a full crawl of 1,100-plus URLs with titles, meta, and headings, twelve months of Search Console and Analytics data, the money pages marked, 1,300-plus referring domains gathered, the current link and header and footer structure mapped, a redirect map off the current site, and the sitemap exported. |
| Jul 24th | CEN SGO search indexing: cached content cleared from Google, 20-plus links indexed across pages, resources, and state pages, Search Console issues fixed, and indexing requested for the rest. |
| Jul 23rd | The CCV.org wireframes delivered to CCV leadership for review: 21 pages across all page types, viewable on desktop, tablet, and mobile. |
| Jul 22nd | The CEN CRM sales pipeline prototype reviewed with your team and the feature set agreed, covering the calendar-to-CRM flow, the opportunity pipeline, contact management, and campaign reporting. |
| Jul 17th | CEN SGO site search visibility: titles and meta descriptions across the whole site, structured data generated for every page and post and validated with Google's testing tool, automatic structured-data generation for resources and blog posts as they are added, and alt text on every image. |
| Jul 17th | The CEN SGO site and sitemap submitted to Google Search Console for indexing, and Google Analytics 4 connected, so traffic and search performance are measurable from here. |
| Jul 17th | Sandbox access controls: the sandbox now closes external trial access automatically, with CCV and AIDM domains excluded so the internal team keeps standing access, and passes expired contacts through to the CRM for follow-up. |
| Jul 17th | CRM reporting and outreach tools: sandbox signup and usage data now flows into the CRM, the reports page brings four views into one place (overview, SGO health, campaigns, and expired logins), the team is alerted when a new lead comes in through the site, campaign contact filtering was added so outreach reaches the right roles at each school, and the schools database was enriched with head-of-school contacts to support the calls. |
| Jul 17th | The new School Partnership Director added across the CEN SGO website with his own booking page, a separate donor signup form added, form routing to the CRM updated, and team LinkedIn profiles brought in line. |
| Jul 17th | The info@censgo.org inbox confirmed as a full mailbox, with access arranged for the CEN team member who will monitor it. |
| Jul 17th | CCV.org information architecture: Phase 0 of the redesign checklist worked through, the information architecture site built out with the changes agreed in the client meetings, all references and documentation cross-checked, and the current CCV website re-crawled to confirm it lines up with the information architecture as it stands. |
| Jul 16th | Five of the six outstanding CCV.org redesign decisions answered by the client: the September 9 launch target confirmed, ownership of the daily newsletter settled, the Issues section carried into a follow-up discussion, and Vote for Ohio confirmed as a rename of the existing ballot site rather than a new build. |
| Jul 16th | Analytics access granted to AIDM on Google Search Console and Google Analytics. |
| Jul 16th | The Narrative podcast document approved by the client, with the recommendations to be worked through next. |
| Jul 13th | CCV.org site audit and strategy: a page-by-page audit of the current site, a competitive analysis of eight peer organizations across twenty-five website features, a website strategy and implementation checklist, and a proposed sitemap built from the client's outline, with two content gaps and four discussion points flagged. All gathered into a single research record. |
| Jul 11th | Email marketing automation build complete: a visual editor, a shared template library, and automatic routing of website form submissions to the donor, school, and general teams. Technical issues resolved before go-live and a testing environment stood up on the data center CCV selected. |
| Jul 11th | CEN SGO site improvements: search-optimized titles and meta across the site, sitemap indexing fixes, mobile layout fixes on the Schools, Donors, and Applicants pages, the walkthrough video replaced with a new design and a video pop-up, and font and footer fixes. |
| Jul 3rd | Email marketing system built: a verified sending domain, automated sequences that trigger from website forms, dedicated donor, school, and applicant sender addresses, a shared email builder and template library, and audience segmentation. |
| Jul 3rd | Website forms connected to the CRM, so submissions from the site flow straight through, sorted into donor, school, and applicant groups for campaigns. |
| Jun 26th | CEN CRM live in production at crm.censgo.org with secure hosting and the core features: schools and contacts database, call tracking, groups and segments, the campaign builder, and Google sign-in. |
| Jun 26th | CRM and email training for the CEN team: handed them the school list and email tools and walked them through running the CRM themselves. |
| Jun 15th | CEN SGO website launched live on censgo.org for schools, donors, and students, with the sales and communications presentation delivered to the CEN team. |
06 / DEADLINES
Deadlines
Deadlines and milestones.
The dated milestones ahead, from the CCV.org relaunch in September through the federal giving window in 2027.
6 milestones
Deadlines
Deadlines and milestones.
The dated milestones ahead, from the CCV.org relaunch in September through the federal giving window in 2027.
| Date | Milestone | Status |
|---|---|---|
| Sep 9 | CCV.org website relaunch | Hard |
| Sep 10 | Donor data live in the new CRM before the Virtuous subscription ends | Hard |
| Sep 30 | State Compliance Engine, Phase 3 | Planned |
| Oct 1 | CEN SGO platform launch, the full SGO tool | Hard |
| Dec 2026 | Theodore contract terminates | Hard |
| Jan 2027 | Federal giving window opens | External |