CCV Project Summary
Last updated August 25, 2026
Monday's review settled the brand question. CEN keeps its own social channels alongside CEN SGO, so CEN content stops publishing on the SGO accounts, and AIDM creates the five new CEN channels this week and hands the logins across. Super admin access to the CCV LinkedIn page came through during the call, and every open item below now carries the owner on your side and where it stands. September 9 for the CCV.org relaunch and October 1 for the CEN SGO platform remain the two dates the work is paced against.
What we need
What we need from CCV.
Open items, who owns each one at CCV, and where it stands. Reviewed together every Monday.
14 items
What we need
What we need from CCV.
Open items, who owns each one at CCV, and where it stands. Reviewed together every Monday.
You can update this table yourself. Mark an item completed, and use Add a note to leave a comment, ask a question, or paste a link to a document. Everything saves to the report, so the whole group sees it and it is still here next week.
Typed once, then remembered on this device.
| What we need | Details | CCV owner | By when | Completed | Notes |
|---|---|---|---|---|---|
| 1. Full control of CCV's Facebook Page | Meta Business Manager access at task level today, which allows posting and the banner but not the account name or profile image. | Mike Andrews | This week | Working session booked to walk through the Meta permission layer together. |
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| 2. Full control of CCV's Instagram | Same permission layer as the Facebook Page. Full control covers the profile name and image. | Mike Andrews | This week | Covered in the same working session. |
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| 3. A named owner for every brand channel | So we know who is posting where, on your side and ours. | Ryan Lephart | This week | Agreed on the call. A social management plan comes from Ryan, AIDM writes the posting rules, and the week is split so both sides have their own posting days. |
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| 4. A photo library | The prototype runs on about ten images lifted from the current site, so the same photos repeat on every page. | Ryan Lephart | This week | Agreed AIDM sends a category list first, then photos are pulled against it. Categories start with the executive team and events. |
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| 5. The real impact numbers | Every figure on the Impact page is an unverified placeholder today. | Ryan Lephart | This week | To arrive by email. |
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| 6. The president's letter, vision statement and statement of faith | In full, so the pages built around them can be finished rather than mocked up. | Aaron Baer | This week | On the About page content list. An expanded mission statement comes with it, building on Ohio as the proving ground and America as the mission. |
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| 7. The team list | Titles, headshots and short bios. | Ryan Lephart | Sep 9 | New staff headshots are being taken September 8 and available the 9th. That is the same day as the relaunch, so the team page either ships with current photos or waits. |
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| 8. The Daybreak logo and branding | Daybreak sits on the homepage, in the daily email and in a site-wide banner, so those three cannot be finished around a placeholder. | Ryan Lephart | This week | Files only. |
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| 9. The Daybreak source list | The topics, keywords and news sources the daily email draws from each morning. | Mike Andrews | This week | Already exists in an earlier PDF. Being collated into one email with the additions since. |
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| 10. The site video list | Which videos each page carries, so filming and writing can be scheduled against it. | Ryan Lephart | This week | Sent but not final. Being worked through and closed out this week. |
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| 11. Content approach for the Issues section | How the twelve issue areas should read, and how much existing Ohio material carries across. | Aaron Baer | This week | Moving with the About page content. |
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| 12. A name for the new Ohio show | The Narrative continues as it is. The second show still has no confirmed name, so the wireframes are carrying a placeholder rather than putting an unconfirmed title in front of you. The name releases the branding and the page that goes with it. | Ryan Lephart | This week | A direction was discussed and is being worked up, with something to look at by Friday. |
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| 13. Access to Finex | Finex is confirmed as the donor processor, so the homepage give form can be built against it. We need the access and the introduction across to make the connection. | Joel McCloskey | This week | Confirmed this week. |
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| 14. Where The Narrative podcast is hosted | So episodes either arrive by feed or get entered by hand. | To be confirmed | To be confirmed | Not raised on Monday, carried forward. |
01 / KEY DELIVERABLES
In progress
ccv.org
Prototype revised to the national direction
RelaunchSeptember 9
8 items active
View
In progress
censgo.org
Theodore migration under way
LaunchOctober 1
12 items active
View
In progress
christianednetwork.org (CEN)
Wireframe under way, own channels agreed
StageWireframe
2 items active
View
In progress
CCV Command Center
Design view done, donor cutover next
CutoverBefore Sep 10
15 items active
View
37days
CEN SGO platform launch, October 1
15days
CCV.org website relaunch, September 9
Sep 102026
Virtuous subscription expiry
02 / PILLAR DETAILS
ccv.org
In progress
Prototype built, full build to the September 9 relaunch
The main CCV website. The prototype is built with every page clickable, so the structure and design direction can be reviewed as a working site. The full rebuild runs to the September 9 relaunch.
| Item | Owner | When | Notes |
|---|---|---|---|
| Design review with your team | AIDM and CCV | This week | The clickable prototype is ready for your team to walk through. Every page is in it and navigable like a real site, so the structure and design direction can be judged properly before the build starts. |
| Prototype revisions from your feedback | AIDM | This week | Two changes off the back of your review. The positioning moves national, including a new hero image in place of the Ohio State House, and the color palette has been reworked. Both feed straight into the build for the September 9 relaunch. |
| 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 social automation | AIDM | August | Starter content and scheduling automation for the CCV.org channels. |
| 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. |
| Pillar microsites | AIDM | With the CCV relaunch | Dedicated sites for the CAN, CBP and Policy pillars alongside ccv.org. |
| Brand-family social automation | AIDM | From August | Scheduling and automation across the CCV family of brands and their channels. |
censgo.org
In progress
Platform build and CEN CRM, Theodore migration starting
The CEN SGO platform, the sandbox and the CEN CRM behind them, all on censgo.org. The Theodore migration starts this week and the platform build runs to the October 1 launch.
| Item | 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. |
| Theodore data migration | AIDM and CCV | In progress | The migration has started. 213 Ohio school profiles are moving onto the new SGO platform, following the data mapping and cleaning done with your team. The full history has been requested from Theodore and the data download is in hand, so the migration runs in one pass rather than in parts. Validation follows through Q4, before Theodore is retired ahead of its December 2026 contract end. |
| CEN SGO site copy refinements | AIDM | In review | A full set of edits across sixteen Resources pages arrived on August 21 and is being worked through now. It covers the move to CEN SGO member schools, the join CEN SGO call to action, the opted-in state requirement on every scholarship section, what membership includes, and the removal of cap and year-end giving language. The Education Freedom Tax Credit naming is being applied in the same pass. |
| Tax credit calculator | AIDM | In progress | The calculator maths and the FAQ beneath it have been reworked so the federal cap and the interaction between the federal and state credit read correctly. Where it finally sits, on the website or on the donor platform, is still being talked through with your team. |
| SGO platform build | AIDM | In progress | Build underway on the accepted design, on track to be operational October 1. |
| School outreach through the CEN CRM | AIDM and CCV | In progress | The School Partnership Director is now the primary booking contact for school administrators, is linked into the CEN 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 CEN CRM. |
| CEN CRM feature testing | AIDM | With your team | The agreed features from the sales-process document are built and in place: AI lead summaries, due dates with an overdue filter, contacts grouped by school with manual add and remove, and phone as a lead source. The build is complete on our side and it now sits with your team to test and tell us anything that is missing. |
| CEN Ohio affiliate program retirement | AIDM | August | CEN's Ohio-based affiliate program, 213 schools on Theodore, retires alongside the Virtuous cancellation. A transfer and training campaign moves those schools onto the CEN CRM, timed as a renewal moment. |
| School marketing kit | AIDM | September | A ready kit for each school: profile, branding, flyers, social posts, standard emails, and guides to promote the scholarship program to families. |
| SGO state landing pages | AIDM | As states onboard | Branded landing pages across twenty-plus states as each program comes online. |
| School profile completion URL | AIDM | In progress | A completion URL for the schools carried over from Theodore, so their profiles can be finished ahead of the renewal season. Being built as part of the new platform. |
| CEN SGO social handles | AIDM | This week | The accounts currently read CEN SGO ORG, which does not match the brand. They are being renamed to CEN SGO across all five channels. |
christianednetwork.org (CEN)
Starting
Parent site wireframe under way
The Christian Education Network parent site, separate from the SGO platform on censgo.org. This is the third of the three websites and it is at the wireframe stage.
| Item | Owner | When | Notes |
|---|---|---|---|
| CEN parent site wireframe | AIDM | In progress | The wireframe for the Christian Education Network parent site, the third of the three websites. First feedback is in and being worked through before the design stage. |
| CEN social channels | AIDM | This week | Agreed on Monday that CEN keeps its own channels rather than folding into CEN SGO, so the two audiences stay separate and the SGO search term keeps its own ground. Facebook, Instagram, X, LinkedIn and YouTube are being created this week, sharing the CEN compass mark with a CEN title line, and the logins come across to your team once they exist. |
CCV Command Center
In progress
Design view and the donor data cutover
The Command Center is where we build the tools and automations the CCV team runs the organization from. What is starting now is the automations the CCV.org website needs, beginning with Daybreak, a CRM for the full communications team to replace Virtuous, and the marketing module alongside it. The modules that follow the October launch are listed underneath, in the order they are planned.
| Item | Owner | When | Notes |
|---|---|---|---|
| Comms team CRM | AIDM | This week | The full CRM for the CCV communications team, replacing Virtuous before its subscription ends. The prototype build has started and the target is the CCV comms team fully onboarded ahead of the Virtuous end date. The cloud-hosted CEN CRM rolls into this. |
| Daybreak automation | AIDM | In progress | The automation behind the daily email. It gathers the stories each morning, drafts the email, and hands it to your comms team to choose from and approve before it reaches subscribers. The person publishing it on your side is now identified, so the build includes setting her up on it and walking her through it ahead of the September 9 launch. |
| 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 comms team 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. |
| Financial reporting | AIDM | In progress | Two things to settle before the build: day-to-day visibility for your finance leadership in the donor dashboard, and confirmation of which financial reports must keep running after the Virtuous cutover. |
| 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. |
| State compliance engine | AIDM | Sep 30 | Automated compliance tracking and reporting across twenty-plus states, with audit-trail management. Phase 3 is the September milestone. |
| Executive dashboard | AIDM | After Oct 1 | Leadership KPIs across every pillar and department, board reporting exports, donation tracking and growth metrics. |
| Department dashboards | AIDM | After Oct 1 | A dashboard per department with its own KPIs and automated workflows, covering CEN SGO, CAN, CBP, Policy, Pro-Life, Communications, Advancement, Operations and Facilities. |
| SGO admin panel | AIDM | After Oct 1 | Application processing, scholarship scoring, disbursement management and program configuration. |
| Training and LMS | AIDM | After Oct 1 | Onboarding portal, training videos with completion tracking, and a document library. |
| AI agents | AIDM | After Oct 1 | An executive assistant agent, department agents and an AI blog content tool. |
| Internal request systems | AIDM | After Oct 1 | Maintenance, IT support and workflow ticketing in one place. |
| EOS integration | AIDM | After Oct 1 | Connecting the EOS you already use, meaning rocks, goals and weekly snapshots, into the dashboard so the leadership rhythm runs from the same place as everything else. It is an integration with your existing system rather than a new one, and it sits last in the Command Center integration order, after CEN SGO and the affiliate and partnership work. |
| Marketing module | AIDM | Planned | Campaign management and the reporting behind it, so marketing runs from the same place as the comms team CRM rather than alongside it. |
03 / DELIVERED TO DATE
Delivered to date
Delivered to date
Completed workstreams and the dated items delivered against them, most recent first.
62 items
Delivered to date
Delivered to date
Completed workstreams and the dated items delivered against them, most recent first.
| Aug 24th | The Theodore data download is in hand, so the migration can pull the full history in one pass rather than in parts. |
| Aug 24th | The demo-submission tracker is live, showing who was sent a sandbox link, whether they logged in and how often, so CEN sales follow-up runs off real activity. |
| Aug 24th | Super admin access to the CCV company LinkedIn page granted, closing the last CCV channel with no access. |
| Aug 24th | All CEN SGO social access is now in place across every channel, covering LinkedIn, X, Reddit, YouTube, Facebook and Instagram. |
| Aug 21st | The CCV.org SEO baseline is complete, covering the three months to August as the measurement point the rebuild will be judged against. |
| Aug 21st | CEN SGO search work: Google indexing issues fixed, the states page schema updated, SERP data refreshed, and six Search Console issues cleared. |
| Aug 17th | The first week of CEN SGO content published across five channels, with the banners updated on each. |
| Aug 15th | The booking page is embedded on the CEN SGO site, so school administrators can book directly from it. |
| Aug 17th | Facebook and Instagram access confirmed for CEN SGO and the banners updated. |
| Aug 17th | A Reddit account created and set up for CEN SGO. |
| Aug 15th | The CEN logo now shows correctly on outgoing emails. |
| Aug 14th | The enhanced school contact list went across to your team, naming leadership at each school with title, email and phone, then updated the same day with full location details so it can be filtered by state, city and zip. |
| Aug 14th | The school data agent reached 54,191 verified email addresses across 14,850 schools, with 97 percent carrying a phone number and 82 percent a website. That week's run alone added 1,960 addresses, gave 237 schools their first email, and recovered 320 schools whose sites had previously failed to load. |
| Aug 14th | The CRM automations were updated and presented to your team, and staff notifications were tested end to end so the team is alerted to every new inquiry, configurable in the CEN CRM. |
| Aug 14th | Automated front-end testing was set up for the CEN CRM, with internal testers excluded from the sandbox report counts so the funnel reflects real school activity. |
| Aug 14th | Sign-up records were cleaned up and protection against automated submissions was reinforced across every form on the site. |
| Aug 14th | Six new state pages were given SEO titles, meta descriptions and schema, then indexed with Google so they appear in search results. |
| Aug 14th | The state map section was updated and the refreshed walkthrough video added to the site. |
| Aug 14th | Form confirmation emails moved off WordPress and into the CEN CRM, so confirmations and the records behind them stay in one place. |
| Aug 14th | Outstanding Google Search Console issues were resolved. |
| Aug 13th | The CCV.org prototype was built with every page clickable, so the structure can be reviewed as a working site. The homepage and About page are polished to the final design direction. |
| Aug 15th | CEN SGO portal copy edits and date format corrections were applied. |
| Aug 8th | The CRM's reporting was rebuilt for accuracy: signup and trial tracking now reconciles correctly, several display bugs were fixed so the numbers on screen match reality, and the reports view was reorganized for clarity. |
| Aug 8th | Outreach sending permissions and real drip campaigns went live in the CEN CRM: multi-step email sequences with scheduled delays, a clearer sequence editor, and a live preview of what recipients see before a campaign sends. |
| Aug 8th | A "ready to subscribe" option added to the SGO sandbox, so schools reaching the end of their trial window can move straight to signing up. |
| Aug 8th | Six new state pages published on the CEN SGO website, with updated state maps across the site, a refreshed State archive page, and a six-month SEO plan now in place. |
| 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 CEN 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 | CEN 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 CEN 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 CEN 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 CEN CRM for follow-up. |
| Jul 25th | CEN 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 CEN CRM. |
| Jul 24th | About 2,000 head-of-school leadership contacts loaded into the CEN 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 CEN CRM for follow-up. |
| Jul 17th | CEN CRM reporting and outreach tools: sandbox signup and usage data now flows into the CEN 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 CEN 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 CEN 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 | CEN CRM and email training for the CEN team: handed them the school list and email tools and walked them through running the CEN 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. |
| Aug 3rd | The CCV.org wireframe review closed with a full set of changes agreed for the site's structure and homepage. |
04 / 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 comms team 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 |