CCV Project Summary
Last updated June 22, 2026
The CEN website is live on censgo.org, with the demo-booking calendar, updated content, fifteen published articles, and last week's site fixes now in place. This week the CEN team gets access to their CEN CRM, loaded with the 14,000 school list, through the June 26 training that also hands them the email tools to start working the pipeline. We are also adding the three-video walkthrough of the SGO tool to the censgo.org site, the sequence that starts the sales pipeline by introducing the platform and prompting visitors to book a demo. The full command-center CRM for the comms team follows by September, before the current donor system license expires. The CCV website rebuild is planned for an August 3 relaunch, and the full SGO platform stays on track for October 1.
01 / KEY DELIVERABLES
Complete
CEN website and brand
Live for schools, donors, and students
LiveJune 15
Website launched
View
In progress
CEN SGO platform
On track for October 1
TargetOctober 1
Build underway
View
In progress
School list and CRM
CRM build is the priority
TargetJune 26
CRM live by September
View
Starting
Marketing and content
Social, school kit, staff training
TargetJune 24
Content in progress
View
42days
To CCV website relaunch
Sep2026
CRM live before license expiry
101days
CEN SGO platform launch
02 / MAIN DELIVERABLES
Main deliverables
Main deliverables for the SGO platform public launch.
Every workstream on the way to the October 1 CEN SGO platform launch, in order of delivery. Complete items first, then by date.
11 workstreams
Main deliverables
Main deliverables for the SGO platform public launch.
Every workstream on the way to the October 1 CEN SGO platform launch, in order of delivery. Complete items first, then by date.
| Workstream | Owner | Status | Target |
|---|---|---|---|
| CEN website launchLive on censgo.org for schools, donors, and students, with the sales and communications presentation delivered to the CEN team. | AIDM | Complete | Jun 15 |
| SGO tool walkthrough on the siteA three-video walkthrough of the SGO tool added to the censgo.org site, the sequence that starts the sales pipeline by introducing the platform and prompting visitors to book a demo. | AIDM | In progress | Jun 26 |
| Sales videos for the CEN teamThree AI-generated videos in production: an introduction, a sandbox demo, and an orientation. | AIDM | In progress | Jun 26 |
| Sandbox instructional guidesStep-by-step guides to the sandbox, in preparation for the June 26 training. | AIDM | In progress | Jun 26 |
| CRM and email training for the CEN teamHands the CEN team the school list and email tools and trains them to run the CRM themselves. | AIDM | In progress | Jun 26 |
| Social automationStarter content and automations for the CEN channels. Build starts mid-July once content exists. | AIDM | Starting | Mid-July |
| CCV website relaunchRebuild on the current platform in July, public relaunch August 3. | AIDM | Planned | Aug 3 |
| 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
CEN website and brand
Complete
Launched June 15
The CEN website is live on censgo.org, rebuilt and simplified around two audience paths: schools, and donors and students. The launch included a finalised CEN communications strategy and branding plan, locked site copy reviewed by the communications team, portal demo videos, and the signup and email-collection plumbing. Remaining brand polish carries on alongside the next workstreams.
| Task | Owner | When | Notes |
|---|---|---|---|
| CEN website launch | AIDM | Done | Live on censgo.org for schools, donors, and students. |
| Portal demo videos | AIDM | Done | Portal demo videos on the website for donors, students, and schools. |
| CEN communications strategy and branding plan | AIDM | Done | Finalised from the on-site direction, with the brand guide in two tracks for internal and marketing use. |
| Demo-booking calendar | AIDM | Done | Set up for the CEN team so schools can book a call from the site, with setup instructions sent. |
| Website signups and email collection | AIDM | Done | Newsletter and account signups captured from the site. |
| Brand polish | AIDM | Ongoing | Refinements to the site and brand continue alongside the next workstreams. |
| Current CCV website access | CCV team | By Jul 5 | Full access with hosting and URL details so the team can prepare the August relaunch. |
CEN SGO platform
In progress
Build underway
The SGO platform design is accepted and the build is underway, on track to be operational for the October 1 launch. This cycle the focus is the June 26 training material, step-by-step sandbox guides for the CEN team, and the three-video walkthrough of the tool added to the censgo.org site, the sequence that starts the sales pipeline by introducing the platform and prompting visitors to book a demo.
| Task | Owner | When | Notes |
|---|---|---|---|
| SGO tool walkthrough on the site | AIDM | Jun 26 | A three-video walkthrough of the SGO tool added to the censgo.org site, the sequence that starts the sales pipeline by introducing the platform and prompting visitors to book a demo. |
| Sales videos for the CEN team | AIDM | Jun 26 | Three AI-generated videos in production: an introduction, a sandbox demo, and an orientation. |
| Sandbox instructional guides | AIDM | Jun 26 | Step-by-step guides to the sandbox, in preparation for the June 26 training. |
| SGO sandbox demo | AIDM | Done | Sales pages, signup flow, and teaser videos on the accepted design. |
| SGO platform build | AIDM | In progress | Build underway on the accepted design, on track to be operational October 1. |
| Data center preparation | AIDM | In progress | Preparing the AIDM data center storage and infrastructure to host the SGO platform. |
School list and CRM
In progress
Verified school list and CRM
The school list is complete: 14,000 schools with heads-of-school names and verified emails, each checked across multiple sources, with a refresh and audit process. This week the CEN team gets access to their cloud-hosted CEN CRM, loaded with the school list, through the June 26 CRM and email training. The full command-center CRM for the comms team follows by September, before the current donor system license expires, and is tracked under Next projects.
| Task | Owner | When | Notes |
|---|---|---|---|
| CEN CRM access | AIDM | This week | The CEN team gets access to the cloud-hosted CEN CRM this week so they can use the school list right away. The full command-center CRM for the comms team follows by September, see Next projects. |
| CRM and email training for the CEN team | AIDM | Jun 26 | Hands the CEN team the school list and email tools and trains them to run the CRM themselves. |
| School contact list | AIDM | Done | Cleaned, verified, and built to 14,000 schools with heads-of-school names and verified emails. Ready for use. |
Marketing and content
Starting
Social, school kit, staff training
The marketing and content workstream supports the launch and the summer campaigns: social automation, a ready marketing kit for each school, and CRM and email training for the CEN staff. The blog program is complete, with fifteen articles published.
| Task | Owner | When | Notes |
|---|---|---|---|
| Social automation | AIDM | Mid-July | Starter content and automations for the CEN channels. Build starts mid-July once content exists. |
| CRM and email staff training | AIDM | Jun 26 | Trains the CEN staff to run the CRM and email tools themselves. |
| 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. |
04 / NEXT PROJECTS
Next projects
Next projects.
What comes after the October 1 launch.
7 projects
Next projects
Next projects.
What comes after the October 1 launch.
CCV Command Center
A live leadership dashboard built on the AIDM data center, bringing each department's key data into one place.
| 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 the current donor system before its license expires in September. The cloud-hosted CEN CRM rolls into this. | AIDM | Planned | By September |
| Pillar micrositesDedicated sites for the CAN, CBN, 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 July |
| CEN UniversityThe training and certification layer for schools, revisited for a future launch. | AIDM and CEN | Planned | January 2027 |
| Theodore migration and retirementHistorical data migrated and validated into the new platform before the old tool is retired. | AIDM | Planned | Q4 2026 to Q1 2027 |
05 / RECENTLY DELIVERED
Recently delivered
Recently delivered, past 2 weeks.
What was completed between June 13th and June 19th, 2026.
19 items
Recently delivered
Recently delivered, past 2 weeks.
What was completed between June 13th and June 19th, 2026.
CEN website and brand
| Jun 19th | CEN SGO website content and design updated. |
| Jun 19th | Individual demo-call booking calendar integrated on the site. |
| Jun 19th | DNS records updated for the censgo.org domain. |
| Jun 19th | Form submission issue fixed on the site. |
| Jun 19th | Blog content program complete: fifteen articles published with internal linking. |
| Jun 19th | Search optimization plugin set up on the site. |
| Jun 19th | Automatic website backups enabled. |
| Jun 16th | Demo-booking calendar set up for the CEN team, with setup instructions sent. |
| Jun 16th | True North strategy document updated and distributed to the leadership and communications team. |
| Jun 15th | CEN website launched live on censgo.org. |
| Jun 15th | CEN sales and communications presentation delivered to the CEN team. |
| Jun 15th | Portal demo videos (donor, school, parent). |
CEN SGO platform
| Jun 19th | Interactive guides added across the sandbox: a full-site walkthrough plus page-level mini-guides, including the signup page and the school administrator sign-in. |
| Jun 19th | Chatbot deployed in the sandbox. |
| Jun 19th | School branding capture live: banner image, logo, and primary and secondary colors saved per school. |
| Jun 19th | School profile capture live: school identity, address, and super admin details. |
| Jun 19th | Reports page with downloadable exports. |
| Jun 15th | SGO sales demo sandbox live at sandbox.scholarshipgrantorganization.com. |
School list and CRM
| Jun 13th | 14,000 school list complete, with heads-of-school names and verified emails. Ready for use. |
06 / MEETINGS
Meetings
Meeting cadence and on-site visits.
Weekly Monday CEN communications calls and bi-weekly Wednesday reviews, leading to the June 26 CRM and email training for the CEN team.
2 meetings
Meetings
Meeting cadence and on-site visits.
Weekly Monday CEN communications calls and bi-weekly Wednesday reviews, leading to the June 26 CRM and email training for the CEN team.
| Date | Meeting | Agenda |
|---|---|---|
| Mon, Jun 22, 2026 | CEN comms | Weekly CEN communications call, on the CRM build and the week ahead |
| Thu, Jun 26, 2026 | CRM and email training | CRM and email training for the CEN team, with the school list and sandbox guides |
07 / DEADLINES
Deadlines
Deadlines and milestones.
The dated milestones ahead, from the June 26 CRM training through full deployment in 2027.
7 milestones
Deadlines
Deadlines and milestones.
The dated milestones ahead, from the June 26 CRM training through full deployment in 2027.
| Date | Milestone | Status |
|---|---|---|
| Jun 26 | CRM and email training for the CEN team | Hard |
| Aug 3 | CCV website relaunch | Planned |
| September | CRM live before the current donor system license expires | 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 |