CCV Project Summary

Last updated August 31, 2026

CCV Project Summary

August 28 to September 4, 2026

Aaron answered twelve of his rows in the content sheet over the weekend, including the vision line, the president's letter and the full copy for all twelve issue pages. That is the largest piece of website content to arrive in one go and it clears the biggest block on the relaunch. The order of priority holds: the CEN SGO tool first, then the CCV.org relaunch, then the christianednetwork.org site and the state affiliate pages that follow from it. Formal training for the CEN team on the platform starts Wednesday, and further sessions run every other week as new modules arrive through the end of the year. Nine days to the September 9 relaunch.

What we need

What we need from CCV.

One section each. Twelve rows answered so far, fifty-seven still open.

4 items

Everything the CCV.org build still needs is in one sheet. It is split into four sections, one for each of you. Open it, filter the "Who answers" column to your name, and you will see only your rows. Each row says what a finished answer looks like. Twelve of the sixty-nine open rows are answered as of this morning, all of them Aaron's.

Open the content and asset sheet

Your nameTyped once, then remembered on this device.

Who	What we need	On the sheet	By when
Aaron Baer	The writing and the sign-offs. Twelve rows are answered, including the vision line, the president's letter and the full copy for all twelve issue pages. Twelve are open, and the Our Story timeline, the laws-passed list and the Daybreak topics are the ones the build is waiting on.	12 of 24 answered	Sep 9
Ryan Lephart	Images and files. Nine rows are already closed from your own brand drive. Twenty-two are open, and the white version of the logo, the team roster with exact titles, the events calendar and the podcast cover art are the ones holding up pages.	22 open, 9 closed	Sep 9
Mike Andrews	Video links and account access. Fifteen YouTube links and the Facebook page access. Nothing in yet, and the links gate the twelve issue pages and the homepage video row.	16 open	Sep 9
Joel McCloskey	A few finance answers. The payment processor is settled, and Aaron closed the board roster on the call last Friday by deciding it does not go on the site. Six are open: the Form 990s, the auditor's report, the expense split, and the wording for each way to give.	6 open	Sep 9

01 / KEY DELIVERABLES

In progress

ccv.org

Prototype revised to the national direction

Theodore migration under way

LaunchOctober 1

12 items active View

In progress

christianednetwork.org (CEN)

Wireframe under way, own channels agreed

Design view done, donor cutover next

CutoverBefore Sep 10

15 items active View

31days

CEN SGO platform launch, October 1

9days

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
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. Aaron's written copy for all twelve issues arrived on August 29, so the pages are being built from it now. The resources block on each page is the one part still open.
CCV social automation	AIDM	September	Starter content and scheduling automation for the CCV.org channels, timed to follow the relaunch so the new site is what the posts point at.
CCV.org rebuild	AIDM	Sep 9	The full rebuild, running to the September 9 relaunch. Seventy-six pages are built and now run on CCV's own live content rather than placeholder copy, with the national positioning and the reworked palette from your August review carried through. What is left is the copy and the assets still coming back on the content sheet.
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 three ministries alongside ccv.org: the Church Ambassador Network, the Christian Education Network and the Christian Business Partnership.
Brand-family social automation	AIDM	From September	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 team platform training	AIDM and CCV	Sep 2	Formal training for the CEN team starts Wednesday, ninety minutes on the SGO tool, its CRM functions and the email campaign system, so the team runs them directly rather than through us. Sessions then run every other week rather than weekly, so each one has time to land before the next arrives. The order is the SGO team first, then the CRM, then communications, reaching the policy group by late October.
CEN SGO campaign sending	AIDM and CCV	Sep 2	The system is built, verified and configured, and the school contact list is loaded behind it. What is left is your team running it. Sending starts from the CEN side once Wednesday's training lands, so the campaigns go out from your team rather than from us.
Theodore data migration	AIDM and CCV	In progress	The full school history is now pulled from Theodore, so the 213 Ohio school records are complete and ready to load onto the new SGO platform. That closes the client-side dependency and means the migration runs in one pass rather than in parts. The records load onto the new tool over the next fortnight, and Corrinne is walked through it with the OSIN schools in mid-September so she runs renewals and onboarding from the new platform rather than Theodore. That puts the tool in her hands about two weeks before the October 1 launch. 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	Settled on your side: the calculator comes off the website. Troy and Corrinne judged it too confusing for a visitor who does not know which state rules apply to them, and we agree. The maths and the FAQ beneath it were already reworked so the federal cap and the interaction with the state credit read correctly, and that work is kept. Whether a version returns later inside the donor platform, where we already know who the donor is and which state they are in, is a separate question and not part of the October 1 launch.
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	Before Sep 10	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	A branded landing page for every state, including the states that have not opted in, so the map is complete from day one and the states still to join have somewhere to send people.
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.

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. The wireframes follow the week after the CCV.org relaunch, putting the site itself at the beginning of October.
CEN social channels	AIDM	September	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 created in September, 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

Completed workstreams and the dated items delivered against them, most recent first.

71 items

Aug 29th	The CEN SGO email system finished and went live: verified sending, multi-step campaign sequences, the school contact list loaded with names, titles, emails and phones, and sends capped at the top five contacts per school at Rick's request so no school is over-contacted.
Aug 29th	The CEN SGO social accounts renamed from CEN SGO ORG to CEN SGO across all five channels, so the handles match the brand.
Aug 14th	The clickable prototype walked through with your team, with every page navigable as a working site. Two decisions came out of it, the move to national positioning and the reworked color palette, and both are now in the build.
Aug 29th	The CCV.org prototype rebuilt on CCV's own live content in place of placeholder copy. Seventy-six pages, covering the twelve issue pages, twenty-four article pages, the newsroom, and a careers board driven by your live job listings.
Aug 29th	Nine pastor testimonials placed on the What Churches Can Do page, which closes a content gap that had been open since kickoff.
Aug 28th	The Theodore school records pulled in full, so the SGO platform build starts from complete data rather than a partial extract.
Aug 27th	The CCV.org content and asset list built as a working sheet, 87 rows across 18 sections, each one naming who answers it, what a finished answer looks like, and what the design does if nothing arrives.
Aug 26th	Every headline claim on the site checked against CCV's own 2025 Impact Report, so the figures that go national are sourced. Two unsourced claims were identified and held back rather than published.
Aug 25th	The update itself became writable. Items can be marked complete and notes left against them, and the first set of answers came back the same day.
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

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