CCV Project Summary
Last updated July 27, 2026
We are preparing a 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. It starts with the CRM and grows from there, adding modules, features, and team access as each product is built. Alongside it, the CCV.org wireframes are now with your team for review, and the search-visibility groundwork for the rebuild is complete. On the CEN CRM, the sales pipeline prototype was reviewed and agreed, about 2,000 head-of-school contacts were loaded in, and the sandbox data now flows straight through to it. The CEN and SGO videos are also being updated with the requested changes today. The September 9 CCV.org relaunch and the October 1 SGO launch are 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.
5 items
What we need
What we need from CCV.
Open decisions and inputs, and what each one releases.
| What we need | Details |
|---|---|
| 1. Wireframe feedback | The CCV.org wireframes are with your team now, 21 pages across all page types. Your comments release build mode, which starts early to mid August ahead of the September 9 relaunch. A walkthrough can follow once you have had a look. |
| 2. Fund management reporting requirements | The fund management process is confirmed and the weekly reconciliation approach is sound. Two items remain: finance leadership visibility into the donor dashboard, and confirmation of which financial reports must continue to run inside Virtuous after cutover, so the new system is built to produce them. Both are needed before the donor migration can be scheduled against the Virtuous end date. |
| 3. Theodore migration timing and approach | About 220 Ohio school profiles need moving onto the new SGO platform. A decision on timing and method is needed, as it runs into the Ohio renewals season and determines whether the platform takes live intake this cycle or next. Once agreed, the migration plan and the school profile completion step can be built together. |
| 4. Communio placement in the CCV.org structure | Where Communio sits in the site structure is still open. It is the last item holding the information architecture, and the final wireframe and content plan follow from it. |
| 5. Podcast naming | The two-show structure is confirmed and both shows need names. A set of alternatives is coming across for selection. A decision here releases the remaining podcast recommendations. |
01 / KEY DELIVERABLES
In progress
CCV.org website redesign
Wireframes with your team for review
LaunchSeptember 9
Build starts early to mid August
View
In progress
CEN SGO platform
Search indexing live, build on track
TargetOctober 1
Build underway
View
In progress
School list and CRM
Sales pipeline agreed, contacts loaded
Livecrm.censgo.org
Command Center design view in progress
View
Starting
Marketing and content
Search baseline done for the CCV.org rebuild
TargetAugust
Social automation next
View
66days
CEN SGO platform launch, October 1
44days
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 |
|---|---|---|---|
| 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. It starts with the CRM and adds modules, features, and team access as each product is built. | AIDM | In progress | Next 2 weeks |
| Wireframe feedbackThe CCV.org wireframes are with your team for review, 21 pages across all page types. Your comments release build mode, which starts early to mid August and runs to the September 9 relaunch. A walkthrough follows once you have had a look. | AIDM and CCV | In progress | This week |
| Email marketing go-liveThe mailbox question is resolved and the inbox is confirmed. The final email copy is the last item before sending goes live. | AIDM | In progress | This week |
| CEN and SGO video updatesUpdating the CEN and SGO videos with the requested changes, being completed today. | AIDM | In progress | This week |
| CEN CRM feature buildBuilding the CRM features agreed with your team from the sales-process document: manual contact management, role filters, notes, due dates, and AI lead summaries. | AIDM | In progress | August |
| Fund management for the Virtuous migrationThe fund management process is confirmed and the weekly reconciliation approach is sound. Two items are open before the build: finance leadership visibility into the donor dashboard, and confirmation of which financial reports must keep running inside Virtuous after cutover. | AIDM and CCV | In progress | In progress |
| Social automationStarter content and automations for the CEN channels. | AIDM | Starting | August |
| CEN CRM production cutoverMoving the CEN CRM into production on the data center CCV selected, so the team runs campaigns and day-to-day work from it directly. | AIDM | Starting | August |
| CCV.org website redesignLead priority. The information architecture is set from the client meetings and the wireframes are in review. Build mode starts early to mid August once they are 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, which is the date the work is planned against. Timing depends on the fund management questions being answered. | AIDM and CCV | In progress | Before Sep 10 |
| 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 the focus is the full CCV.org rebuild, moving from Squarespace to WordPress for a September 9 relaunch. The wireframes are now with your team for review, 21 pages across all page types. 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. Once the wireframes are signed off, build mode starts early to mid August, which is the build start, not the launch. The Issues section stays, reframed as a resource hub, and older content is archived rather than removed so it stays findable. Communio's placement in the structure is the one decision still open.
| Task | Owner | When | Notes |
|---|---|---|---|
| Wireframe feedback | AIDM and CCV | In review | The wireframes are with your team now, 21 pages across all page types. Your comments release build mode, and a walkthrough follows once you have had a look. |
| 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. |
| 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. |
| 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. |
| Communio placement | AIDM and CCV | Open | One question stays open before the information architecture locks: where Communio sits in the site structure. To be settled with the client. |
| 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. Communio's placement is the one still open. |
| 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. |
| 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. |
CEN SGO platform
In progress
Build underway
The SGO platform design is accepted and the build is underway, on track for the October 1 launch. The search indexing is now in place across pages, resources, and state pages. Ahead of the Ohio renewals season, two things are open: a public URL for schools to complete their profiles, and a migration plan for the roughly 220 Ohio schools on Theodore, the legacy scholarship tool, before the new platform can take live intake. That school count is our working number and still needs confirming against your records.
| Task | Owner | When | Notes |
|---|---|---|---|
| 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. |
| 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 storage and infrastructure on the data center CCV selected, ready to host the SGO platform. |
| Theodore data migration | AIDM and CCV | Planned | A migration plan for about 220 Ohio school profiles held on Theodore, moving them onto the new SGO platform ahead of Theodore's December 2026 contract end. Timing and approach need a decision with your team before the plan can be built. |
| 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. |
| 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. |
School list and CRM
In progress
Verified school list and CRM
The CEN CRM is live at crm.censgo.org, and this week the work stepped up. A full design view of the CCV Command Center is being prepared, so the whole organization can see what the finished platform will look like before it is built, starting with the CRM and adding modules and team access as each product is built. On the CRM itself, the sales pipeline prototype was reviewed and agreed, about 2,000 head-of-school contacts were loaded in, and the sandbox data now flows straight through. Next is building the agreed features and the production cutover to the data center CCV selected. In parallel, the donor migration out of Virtuous, CCV's donor CRM, continues, with the fund management reporting requirements being confirmed first.
| Task | Owner | When | Notes |
|---|---|---|---|
| Command Center design view | AIDM | Next 2 weeks | A 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. It starts with the CRM and adds modules, features, and team access as each product is built. |
| CEN CRM feature build | AIDM | August | Building the CRM features agreed from the sales-process document: manual contact management, role filters, notes, due dates, and AI lead summaries. |
| 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. |
| Fund management migration | AIDM and CCV | In progress | The fund management process is confirmed and the weekly reconciliation approach is sound. Two items are open before the build: finance leadership visibility into the donor dashboard, and confirmation of which financial reports must continue after cutover. |
| 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 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. |
| 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. |
| 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. |
| 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. |
Marketing and content
Starting
Search visibility, podcast, social automation
The CEN and SGO videos are being updated with the requested changes today. The CEN SGO site's search visibility is complete: titles and meta across the site, validated structured data, alt text on every image, and Search Console and Analytics connected so performance is measurable. The School Partnership Director is on the site with a booking page. The Narrative podcast document is approved and the two-show structure is confirmed, with naming and the remaining recommendations next. The six-week social plan for CEN SGO is being prepared.
| Task | Owner | When | Notes |
|---|---|---|---|
| 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. |
| Podcast recommendations | AIDM and CCV | In progress | 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. |
| 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. |
| Social automation | AIDM | August | Starter content and automations for the CEN channels. |
| 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. |
| 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. |
| CEN and SGO video updates | AIDM | This week | Updating the CEN and SGO videos with the requested changes, being completed today. |
| 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. |
| 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. |
04 / NEXT PROJECTS
Next projects
Next projects.
What comes after the October 1 launch.
8 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, 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 August |
| CEN UniversityThe training and certification layer for schools, revisited for a future launch. | AIDM and CEN | Planned | January 2027 |
| 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 |
| Essential Summit websiteCCV leadership placed the Essential Summit site below CEN, CCV.org, the podcast, and the CRM on July 20, so it sits behind those four by decision rather than by oversight. AIDM offered an exploratory call in the meantime to look at quick wins, and it stays on the list. | AIDM and CCV | Planned | Under review |
05 / DELIVERED TO DATE
Delivered to date
Delivered to date
Completed workstreams and the dated items delivered against them, most recent first.
24 items
Delivered to date
Delivered to date
Completed workstreams and the dated items delivered against them, most recent first.
| 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. Communio's placement stays open. |
| 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 |