CCV Project Summary
Last updated July 13, 2026
The CCV.org rebuild moved from analysis into planning this week. A page-by-page audit of the current site, a competitive review of eight peer organizations across twenty-five website features, a full website strategy, and a proposed sitemap built from Aaron's outline are all complete, and the next step is wireframing and content planning toward the September 9 relaunch. In parallel, the CEN SGO email marketing automation is now fully built, with only mailbox setup and final copy left before it goes live, and the CEN SGO site gained a round of improvements across data routing, search visibility, and mobile layout.
01 / KEY DELIVERABLES
In progress
CCV.org website redesign
Audit and strategy done, wireframe to client next week
TargetSeptember 9
Build starts early August
View
In progress
School list and CRM
CEN CRM live, email automation built
Livecrm.censgo.org
Go-live: mailbox and copy
View
In progress
CEN SGO platform
On track for October 1
TargetOctober 1
Build underway
View
Starting
Marketing and content
Sales onboarding, email logo, social
This weekSales onboarding
New sales lead onboarding
View
58days
To CCV.org redesign relaunch
Sep2026
CRM live before license expiry
80days
CEN SGO platform launch
02 / MAIN DELIVERABLES
Main deliverables
Main deliverables for the SGO platform public launch.
Every workstream across the CCV.org redesign, the CEN CRM, and the SGO platform, in order of delivery. Complete items first, then by date.
12 workstreams
Main deliverables
Main deliverables for the SGO platform public launch.
Every workstream across the CCV.org redesign, the CEN CRM, and the SGO platform, in order of delivery. Complete items first, then by date.
| Workstream | Owner | Status | Target |
|---|---|---|---|
| CEN SGO 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 |
| CEN CRM live in productionLive 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. | AIDM | Complete | Jun 26 |
| CRM and email training for the CEN teamHanded the CEN team the school list and email tools and walked them through running the CRM themselves. | AIDM | Complete | Jun 26 |
| Email marketing system builtA 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. | AIDM | Complete | Jul 3 |
| Website forms connected to the CRMForm submissions from the site now flow straight into the CRM, with donor data posted separately, sorted into donor, school, and applicant groups for campaigns. | AIDM | Complete | Jul 3 |
| CEN SGO site improvementsSearch-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. The old booking page was removed. | AIDM | Complete | Jul 11 |
| CCV.org site audit and strategyA 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 Aaron's outline. Next is wireframing and content planning. | AIDM | Complete | Jul 13 |
| Email marketing go-liveThe email automation is built. Remaining go-live items are mailbox setup and the final email copy, then sending goes live. | AIDM | In progress | This week |
| Social automationStarter content and automations for the CEN channels. Build starts mid-July once content exists. | AIDM | Starting | Mid-July |
| Donor data migration to the new CRMMigrating the existing donor data into the new system, with full cutover targeted for the end of the month, before the current donor system license renews in September. | AIDM | In progress | End of July |
| CCV.org website redesignLead priority. Audit and strategy delivered. The wireframe goes to the client for review next week, with build mode targeted to start in early August, moving the site from Squarespace to WordPress for a September 9 relaunch. | AIDM | In progress | Sep 9 |
| 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 website redesign
In progress
Target September 9
The CEN SGO website is live and complete, and the focus is now the full CCV.org rebuild, moving the site from Squarespace to WordPress, for a September 9 relaunch. 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 mandate is to maintain SEO through the migration, refresh the design, and shift the site to be donation-forward with repeat visits encouraged. This week AIDM delivered 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 Aaron's outline. The wireframe goes to the client for review next week, with build mode targeted to start in early August.
| Task | Owner | When | Notes |
|---|---|---|---|
| Wireframe client review | AIDM | Next week | The wireframe, turning the approved strategy and sitemap into a content plan, goes to the client for review next week. |
| CCV.org rebuild | AIDM | Early August | Build mode targeted to start in early August once the wireframe is approved, for the full rebuild on WordPress and a September 9 relaunch. |
| 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 Aaron's outline, with two content gaps and four discussion points flagged for review. All gathered into a single research record. 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. |
| Website assets received | AIDM | Done | Ryan sent the punch-list of website and podcast assets, and access to the current CCV.org site was received. The current site runs on Squarespace, and the rebuild target is confirmed as WordPress. |
| 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. |
School list and CRM
In progress
Verified school list and CRM
The CEN CRM is live at crm.censgo.org and the email marketing automation on top of it is now fully built: a visual email editor, a shared template library, and automatic routing of website form submissions across three appointment categories, school administrators, families and applicants, and donors, each routed to the right owner. The remaining go-live items are mailbox setup and the final email copy. In parallel, the team is migrating roughly 40,000 donor contacts out of Virtuous, CCV's donor CRM, with cleanup underway since less than half are estimated active, and retiring CEN's Ohio-based affiliate program, about 200 schools on an older SGO tool, onto the new CRM as part of the same transition. The full command-center CRM for the comms team is tracked under Next projects.
| Task | Owner | When | Notes |
|---|---|---|---|
| Email marketing go-live | AIDM | This week | The remaining items are mailbox setup and the final email copy, then sending goes live. |
| CRM email templates | AIDM | In progress | Building the CRM email templates from the approved CEN copy. |
| Donor data migration | AIDM | End of July | 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. Full cutover is targeted for the end of the month, before the current donor system license renews in September. |
| CEN Ohio affiliate program retirement | AIDM | Next month | CEN's Ohio-based affiliate program, roughly 200 schools on an older SGO tool, retires alongside the Virtuous cancellation. A transfer and training campaign moves those schools onto the new CRM, timed as a renewal moment. |
| CRM full onboarding | AIDM | Third week of August | Target for the CCV Comms team to be fully onboarded onto the new CRM tool, following the July cutover. |
| info@censgo.org inbox | AIDM | Awaiting client | Awaiting the client's confirmation of whether info@censgo.org is a full mailbox or a forwarding address, so automated replies route correctly. |
| CRM appointment categories | AIDM | Done | The CRM now tracks three separate appointment categories, school administrators, families and applicants, and donors, each routed to the right owner. |
| 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 private data center. |
| Website forms into the CRM | AIDM | Done | Form submissions flow into the CRM automatically, with donor data posted separately, sorted into donor, school, and applicant groups. |
| 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 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 team is building the sales-demo sandbox access controls, a 5-day access-expiry timer and activity logging, and preparing the sandbox distribution instructions for the CEN team, alongside the continuing platform build and data center preparation. A demo-submission tracker is also wanted, to show who was sent a sandbox link, whether they logged in, and how many times.
| Task | Owner | When | Notes |
|---|---|---|---|
| Sandbox access controls | AIDM | This week | Access controls for the sales-demo sandbox: a 5-day access-expiry timer and activity logging. Distribution instructions go to the CEN team by end of week. |
| 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. |
| 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. |
| 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. |
Marketing and content
Starting
Social, school kit, staff training
The marketing and content work supports the launch and the summer campaigns. This week a new CEN SGO sales lead begins onboarding, trained over the next two weeks as the single lead who then trains the wider CEN team. The CEN SGO email logo is being set up for verified branding in the inbox, and the blog program is complete with fifteen articles published.
| Task | Owner | When | Notes |
|---|---|---|---|
| CEN SGO sales lead onboarding | AIDM | This week | A new CEN SGO sales lead starts this week, trained over the next two weeks as the designated lead who then trains the wider CEN team. |
| 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 SGO site SEO and schema | AIDM | In progress | Search-optimized titles and meta are live across the site, with structured-data generation in progress. |
| Social automation | AIDM | Mid-July | Starter content and automations for the CEN channels, starting once content exists. |
| 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. |
| CEN SGO site improvements | AIDM | Done | Donor data now posts separately to the CRM, search titles and meta added across the site, mobile layout fixes on the Schools, Donors, and Applicants pages, the walkthrough video replaced with a new design and pop-up, and font and footer fixes. The old booking page was removed. |
| CEN SGO website content updates | AIDM | Done | Homepage metrics with the confirmed numbers, the three videos moved to the Schools page, and Education Freedom Tax Credit language across the site. |
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 July 3rd and July 13th, 2026.
6 items
Recently delivered
Recently delivered, past 2 weeks.
What was completed between July 3rd and July 13th, 2026.
CCV.org website redesign
| 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 Aaron's outline, with two content gaps and four discussion points flagged. All gathered into a single research record. |
| Jul 11th | Access to the current CCV.org website received, and Ryan's punch-list of website and podcast assets received, clearing the way for the rebuild. |
School list and CRM
| 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 private data center. |
| Jul 3rd | Website form submissions now flow into the CRM automatically, sorted into donor, school, and applicant groups. |
CEN SGO website and brand
| Jul 11th | CEN SGO site improvements: donor data now posts separately to the CRM, search-optimized titles and meta across the site, sitemap indexing fixes, mobile layout fixes on the Schools, Donors, and Applicants pages, the walkthrough video section replaced with a new design and a video pop-up, and font and footer fixes. The old booking page was removed. |
| Jul 3rd | CEN SGO website content updates: homepage metrics with the confirmed numbers, the three videos moved to the Schools page, and Education Freedom Tax Credit language applied across the site. |
06 / MEETINGS
Meetings
Meeting cadence and on-site visits.
Weekly Monday CEN communications calls and bi-weekly Wednesday reviews, with a donor system migration walkthrough this week.
2 meetings
Meetings
Meeting cadence and on-site visits.
Weekly Monday CEN communications calls and bi-weekly Wednesday reviews, with a donor system migration walkthrough this week.
| Date | Meeting | Agenda |
|---|---|---|
| Mon, Jul 13, 2026 | CEN comms | Weekly CEN communications call, on the CCV.org audit and strategy, the email marketing go-live, and the sandbox rollout |
| Tue, Jul 14, 2026 | Donor system migration | Walkthrough with Robin and Claire on migrating the donor data into the new CRM |
07 / DEADLINES
Deadlines
Deadlines and milestones.
The dated milestones ahead, from the donor data cutover in July through the federal giving window in 2027.
7 milestones
Deadlines
Deadlines and milestones.
The dated milestones ahead, from the donor data cutover in July through the federal giving window in 2027.
| Date | Milestone | Status |
|---|---|---|
| Jul 31 | Donor data cutover to the new CRM | Planned |
| Sep 9 | 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 |