LWD Marketing Mix — Backlog & Sprint Plan
Ten sprints, 64 room assets across 8 donation rooms, four video pillars, one AI agent, and Track 2 earned-media pitch kits. Sequenced for production efficiency, not fundraising priority — per Laurence's instruction that all rooms be built in parallel with no priority ordering.
1. The instruction taken
Laurence's driving instruction, verbatim:
Two operative clauses parsed:
- All rooms are in scope. No room is deprioritised. This overturns the earlier Q5 answer that named rooms 1/2/3 as the priority three. Rooms 4–8 are no longer parked until post-DGR.
- Delegated authority to sequence. The prioritisation call is production efficiency, not fundraising priority. Claude picks the ordering that minimises rework and calendar duration for identical output.
2. R1–R4 decisions under delegated authority
Rationale: Same total effort as one-room-per-sprint but half the calendar (8 weeks vs 16 weeks of room work). Rejected R1c “master-template-then-fork” because audiences smell a template — especially HNW and PAFs, where relationship-building requires bespoke voice. R1b preserves bespoke voice inside the sprint (one pair at a time) while capturing efficiency across the pair.
- Sprint 2 Pair A: Room 8 (Faith & Service Clubs) + Room 6 (Peer-to-peer)
- Sprint 3 Pair B: Room 1 (HNW individuals) + Room 5 (Bequests)
- Sprint 4 Pair C: Room 3 (Family Foundations/PAFs) + Room 2 (Corporate CSR)
- Sprint 5 Pair D: Room 7 (Matched Giving) + Room 4 (Government Grants)
Concession: Sprint 0 items 0.1, 0.4, 0.6 will be sequenced early in Sprint 0 (Tranche 1) so room work can start in Sprint 2 with confidence. Governance-pack items (0.7–0.14) run in parallel through Sprints 1–2, gated by Deen's single-bundle review (per Q-C = C1).
- Awareness Room-specific case-for-support one-pager
- Awareness Room-specific channel content plan
- Awareness Room-specific landing-page copy — added for attribution & conversion tracking
- Consideration Room-specific pitch deck (10–15 slides)
- Consideration Room-specific FAQ / objection-handling brief
- Consideration Room-specific email-nurture sequence — added for funnel-progression leverage
- Conversion Room-specific gift agreement / MOU template
- Retention Room-specific stewardship pack
3. The 8 donation rooms — scope and pre-DGR viability
| # | Room | Audience | Ask geometry | DGR-dependent? | Pre-DGR viable? |
|---|---|---|---|---|---|
| 1 | HNW individuals | Wealthy Australians giving direct major gifts | Relationship-based, high-touch, 1:1 meeting | Yes (for tax deductibility) | Partial — can build relationships, cannot yet issue receipts |
| 2 | Corporate CSR | ASX-listed & mid-market corporates | Partnerships, matched giving, sponsorships, employee engagement | Yes | Partial — can build partnership pipeline, cannot yet execute |
| 3 | Family Foundations / PAFs | Private Ancillary Funds, family philanthropic vehicles | Grant applications, board-approved distributions | Yes (PAFs can only distribute to DGR-1) | No — PAFs legally cannot distribute pre-DGR |
| 4 | Government grants | Federal (DSS, Health), State (community services) | Formal grant applications, procurement-style | Partial — some grants don't require DGR | Yes — several federal community-services grants do not require DGR |
| 5 | Bequests | Estate gifts, “gift in Will” supporters | Long-arc relationship, testamentary, decades-long journey | Yes (deductible bequests need DGR) | Partial — can build the register, cannot yet finalise Will language |
| 6 | Peer-to-peer | Community fundraisers — rides, walks, sleep-outs | Event-based, community-mobilised, small-dollar | Yes (for donor tax-deductibility) | Partial — can run events, donations must be flagged non-deductible pre-DGR |
| 7 | Matched giving | Workplace giving programs, employer matches | Payroll-integrated, employer-matched dollar-for-dollar | Yes (workplace giving requires DGR) | No — workplace giving programs require DGR status |
| 8 | Faith & service clubs | Rotary, Lions, Uniting Church, Catholic dioceses, mosques | Moral giving, community-based, AGM-approval cycles | No (moral case, not tax-driven) | Yes — fully viable pre-DGR |
4. The 8-asset marketing mix per room
Every one of the 8 rooms receives all 8 assets below, tailored to that room's audience. 8 rooms × 8 assets = 64 room-specific deliverables. Plus the Sprint 1 cross-cutting spine that supplies the master architecture each room forks from.
| # | Asset | Funnel layer | Purpose |
|---|---|---|---|
| 1 | Case-for-support one-pager | Awareness | The “why us, why this room” document. First thing a prospect reads. |
| 2 | Channel content plan | Awareness | Which channels reach this audience & what content ships to each channel. Publishing calendar. |
| 3 | Landing-page copy | Awareness | Room-specific URL for attribution (e.g. /give/hnw, /give/corporate). Ad-set destinations. |
| 4 | Pitch deck (10–15 slides) | Consideration | What Laurence or Lisa presents in the meeting. Room-specific narrative arc. |
| 5 | FAQ / objection-handling brief | Consideration | The questions this audience asks. What we say in response. Internal-only, but drives all outward messaging. |
| 6 | Email-nurture sequence | Consideration | 5–7 emails that move a prospect from awareness to ask-ready. Automated. |
| 7 | Gift agreement / MOU template | Conversion | How the money moves. Room-specific because HNW gift agreements differ radically from grant MOUs. |
| 8 | Stewardship pack | Retention | How we thank & report back. Retention beats acquisition; this is where the second gift is earned. |
5. Room pairings for sprints
| Sprint | Pair | Rooms | Shared content DNA | DGR posture |
|---|---|---|---|---|
| S2 — Pair A | A |
Room 8 — Faith & Service Clubs Room 6 — Peer-to-peer |
Community-grounded, moral case (not tax case), event-driven mechanics, AGM/committee-approval cycles, small-dollar aggregate | Both pre-DGR-viable — sprint delivers immediately actionable content |
| S3 — Pair B | B |
Room 1 — HNW individuals Room 5 — Bequests |
Relationship-based, major-gift geometry, long-arc donor journey, high-touch stewardship, private conversations, testamentary tone | Both build now, execute post-DGR (bequest register + HNW relationship pipeline are pre-DGR-safe) |
| S4 — Pair C | C |
Room 3 — Family Foundations/PAFs Room 2 — Corporate CSR |
Institutional, formal governance language, board-approval pathways, ESG/impact reporting, procurement-flavoured | PAFs hard-blocked pre-DGR; CSR pipeline can build now — sprint delivers a “build now, execute on DGR” posture for both |
| S5 — Pair D | D |
Room 4 — Government Grants Room 7 — Matched Giving |
Program-mechanic-heavy (not narrative-heavy), template-driven, high-compliance, procurement/payroll integration | Room 4 fully pre-DGR-viable for non-DGR grants; Room 7 hard-blocked but pipeline can build. Government grants sits last to leverage all prior evidence of momentum as attachments to grant applications. |
6. Sprint-by-sprint backlog
Sprint 0 — Foundations (weeks 1–2)
- Tranche 1 (early in sprint, unlock room work): 0.1 Brand & Editorial Charter; 0.4 Beneficiary depiction guardrails; 0.6 Compliance guardrails one-pager
- Tranche 2 (governance pack): 0.11 Laurence PD; 0.10 Lisa PD; 0.9 Remuneration Benchmarking Memo; 0.7 CEO Employment Contract; 0.8 BD Director Employment Contract; 0.13 Board-Approved Remuneration Statement; 0.14 Independent Board Seat #3 Recruitment Brief
- Tranche 3 (digital-human governance): 0.15 Personality Rights Assignment; 0.16 Cultural-protocol consultation prep + record template
- Tranche 4 (knowledge & ops): 0.5 8-donation-room map; 0.2 Laurence Practice Knowledge Extraction v1; 0.3 Master interview 40-question script; 0.12 Credit Mediation wind-down plan (template)
Sprint 1 — Cross-cutting content spine (weeks 3–4)
- 1.1 Master case-for-support architecture (structure, evidence base, proof points, LWD story arc)
- 1.2 Master pitch deck architecture (slide-by-slide framework, LWD design system embedded)
- 1.3 Master email-nurture architecture (5–7 email sequence structure, trigger & segment logic)
- 1.4 Master stewardship framework (gift receipt, thank-you cadence, impact reporting rhythm)
- 1.5 Video pillar scripts — pillars A, B, C, D scripts drafted from Sprint 0.3 master-interview 40 questions
- 1.6 Global press-release template + global event-script template (excluded from room-specific mix as they're audience-agnostic)
Sprint 2 — Pair A: Room 8 + Room 6 (weeks 5–6) 16 assets
Room 8 — Faith & Service Clubs (all 8 assets)
- 2.8.1 Case-for-support one-pager (moral case, not tax case; framed for Rotary/Lions/Uniting Church/Catholic dioceses/mosque committees)
- 2.8.2 Channel content plan (LinkedIn for Rotary district governors; direct-to-secretary email for AGM inclusion; club magazine drops)
- 2.8.3 Landing-page copy at /give/service-clubs
- 2.8.4 Pitch deck (10–12 slides for a 20-min Rotary meeting slot)
- 2.8.5 FAQ / objection-handling brief (“why not fund a specific person”, “how do we know money is used well”, “can we meet a beneficiary”)
- 2.8.6 Email-nurture sequence (5 emails: intro → story → ask meeting → deck → MOU)
- 2.8.7 Gift agreement / MOU template (club-to-charity donation MOU with acknowledgement plaque scope)
- 2.8.8 Stewardship pack (club recognition letter template, AGM impact-report slide, annual dinner speech notes)
Room 6 — Peer-to-peer (all 8 assets)
- 2.6.1 Case-for-support one-pager (framed for community fundraiser: “why this run/walk/ride matters”)
- 2.6.2 Channel content plan (Instagram + TikTok + Facebook Groups; participant recruitment via LinkedIn; local news)
- 2.6.3 Landing-page copy at /give/community & /events
- 2.6.4 Pitch deck (for community organisers pitching their workplace/club on hosting an LWD event)
- 2.6.5 FAQ / objection-handling brief (indemnity, insurance, risk management, non-deductibility pre-DGR)
- 2.6.6 Email-nurture sequence for event participants (registration → training → fundraising ask → event day → thank you)
- 2.6.7 Gift agreement / MOU template (participant fundraising terms, third-party fundraising authorisation)
- 2.6.8 Stewardship pack (participant certificate, social-media brag graphics, top-fundraiser recognition)
Sprint 3 — Pair B: Room 1 + Room 5 (weeks 7–8) 16 assets
Room 1 — HNW individuals (all 8 assets)
- 3.1.1 Case-for-support one-pager (major-gift framing, transformational impact, named-gift opportunities)
- 3.1.2 Channel content plan (introducer-led; no cold outreach; AFR readership; LinkedIn; private events)
- 3.1.3 Landing-page copy at /give/major-gifts
- 3.1.4 Pitch deck (15 slides for a private meeting with a HNW prospect)
- 3.1.5 FAQ / objection-handling brief (“why not just give to Salvos”, “what's your CEO paid”, “can I fund a specific beneficiary”, “what's the impact measurement”)
- 3.1.6 Email-nurture sequence for warm HNW leads (7 emails, low frequency, deep content)
- 3.1.7 Gift agreement / MOU template (major-gift agreement with naming rights, restricted/unrestricted, multi-year pledges)
- 3.1.8 Stewardship pack (personal thank-you protocol, private impact briefing rhythm, gala/dinner invitation cadence)
Room 5 — Bequests (all 8 assets)
- 3.5.1 Case-for-support one-pager (“why leave a gift in your Will”)
- 3.5.2 Channel content plan (estate-planning solicitor referrals; SMSF adviser network; over-60 demographic)
- 3.5.3 Landing-page copy at /give/bequests
- 3.5.4 Pitch deck (for use with estate-planning professionals presenting LWD to their clients)
- 3.5.5 FAQ / objection-handling brief (Will-drafting mechanics, tax treatment, family conversation prompts)
- 3.5.6 Email-nurture sequence for bequest register members (annual touch; long-arc)
- 3.5.7 Gift agreement / MOU template (Bequest Society enrolment form, non-binding intention register)
- 3.5.8 Stewardship pack (Bequest Society membership pack, annual gathering script, in-memoriam recognition protocol)
Sprint 4 — Pair C: Room 3 + Room 2 (weeks 9–10) 16 assets
Room 3 — Family Foundations / PAFs (all 8 assets)
- 4.3.1 Case-for-support one-pager (PAF-appropriate framing, focus area alignment, impact measurement)
- 4.3.2 Channel content plan (Philanthropy Australia network; JBWere; Perpetual; Australian Communities Foundation)
- 4.3.3 Landing-page copy at /give/foundations
- 4.3.4 Pitch deck (for PAF trustees or PAF advisory firms)
- 4.3.5 FAQ / objection-handling brief (DGR-1 requirement, grant reporting standards, multi-year vs single-year, restricted/unrestricted)
- 4.3.6 Email-nurture sequence for PAF gatekeepers (advisers, family-office CIOs)
- 4.3.7 Gift agreement / MOU template (grant agreement with reporting schedule, milestones, KPI framework)
- 4.3.8 Stewardship pack (impact report template, annual reporting rhythm, family-visit protocol)
Room 2 — Corporate CSR (all 8 assets)
- 4.2.1 Case-for-support one-pager (CSR framing, employee engagement, ESG alignment, brand-purpose fit)
- 4.2.2 Channel content plan (LinkedIn; industry association events; CFO Roundtable-style closed forums; direct CSR/Sustainability lead outreach)
- 4.2.3 Landing-page copy at /give/corporate
- 4.2.4 Pitch deck (for CSR/Sustainability lead or Chief People Officer)
- 4.2.5 FAQ / objection-handling brief (partnership vs sponsorship, employee-engagement metrics, brand risk, exclusivity)
- 4.2.6 Email-nurture sequence for CSR leads
- 4.2.7 Gift agreement / MOU template (corporate partnership MOU with sponsorship benefits schedule, brand-use rules)
- 4.2.8 Stewardship pack (partner impact report, quarterly business review template, CEO-to-CEO annual letter template)
Sprint 5 — Pair D: Room 7 + Room 4 (weeks 11–12) 16 assets
Room 7 — Matched Giving (all 8 assets)
- 5.7.1 Case-for-support one-pager (workplace-giving framing for HR/CSR lead)
- 5.7.2 Channel content plan (Good2Give; Benojo; Karma Currency; direct HR outreach)
- 5.7.3 Landing-page copy at /give/workplace
- 5.7.4 Pitch deck (for HR + Payroll director joint session)
- 5.7.5 FAQ / objection-handling brief (payroll integration, opt-in mechanics, employer-match ratios, reporting)
- 5.7.6 Email-nurture sequence for employees enrolled in workplace giving
- 5.7.7 Gift agreement / MOU template (workplace-giving program agreement, employer-match schedule)
- 5.7.8 Stewardship pack (employee-facing impact update template, annual workplace-giving thank-you)
Room 4 — Government Grants (all 8 assets)
- 5.4.1 Case-for-support one-pager (structured to grant-scoring rubrics: problem, response, outcomes, evaluation)
- 5.4.2 Channel content plan (GrantConnect subscription; DSS Community Grants Hub; State health/community services grants; philanthropic peaks)
- 5.4.3 Landing-page copy at /partners/government (attribution + funder recognition wall)
- 5.4.4 Pitch deck (for grant program officer briefings, structured to grant rubrics)
- 5.4.5 FAQ / objection-handling brief (organisational maturity, financial controls, insurance, evaluation methodology)
- 5.4.6 Email-nurture sequence for grant program officers (light-touch, annual)
- 5.4.7 Grant application template pack (federal + state variants; standard attachments; boilerplate paragraphs)
- 5.4.8 Stewardship pack (grant acquittal template, milestone reporting rhythm, funder acknowledgement standards)
Sprint 6 — Video Pillar A production (weeks 13–14)
- 6.1 Personality Rights Assignment countersigned (Sprint 0.15 output executed at start of sprint — hard gate)
- 6.2 Master interview shoot day (single-day production, all 40 questions covered)
- 6.3 Pillar A cut — 90-second version + 4-minute version + 20-second social cut
- 6.4 Pillar A embed on all room landing pages + homepage + About page
- 6.5 Pillar A distribution — YouTube master, LinkedIn native, X thread with embed, Instagram Reel, TikTok
Sprint 7 — Video Pillars B + C + “Ask Laurence” v1 build (weeks 15–16)
- 7.1 Pillar B cut — multiple versions (90s / 4m / social)
- 7.2 Pillar C cut — multiple versions (90s / 4m / social)
- 7.3 Pillars B + C distribution across all channels
- 7.4 Ask Laurence Tier 1 build begins — HeyGen or Synthesia vendor selected (see Sprint 0 Q1 lock), knowledge base ingested (from Sprint 0.2 knowledge extraction), guardrails implemented (Sprint 0.6 compliance one-pager)
- 7.5 Ask Laurence beta deployment behind password gate for Deen + Carla + internal testing
Sprint 8 — Video Pillar D + Track 2 pitch kits (weeks 17–18)
- 8.1 Pillar D cut — multiple versions
- 8.2 Pillar D distribution
- 8.3 AFR op-ed pitch kit (draft op-ed + editor pitch email + credentialing package)
- 8.4 Forbes Australia Changemakers pitch kit (nomination + editor pitch + supporting materials)
- 8.5 TEDx speaker pitch kit (speaker application + talk outline + video reel)
- 8.6 Australian of the Year nomination kit (nomination form drafts across categories; supporting letters template; evidence pack)
Sprint 9 — Integration & launch prep (weeks 19–20)
- 9.1 Master launch runsheet (day-by-day, channel-by-channel, room-by-room)
- 9.2 Attribution setup (UTMs, room-specific landing-page tracking, gift-source coding)
- 9.3 Analytics baseline established (Plausible or GA4; conversion funnels per room)
- 9.4 Ask Laurence v1 goes live (public, post-Deen sign-off)
- 9.5 Board approves launch (formal resolution)
- 9.6 DGR-status watching brief (which assets are pre-DGR-safe to release now vs which wait)
Sprint 10 — Post-launch measurement + Sprint 7c gate (weeks 21–22)
- 10.1 Two-week retro across all rooms (which rooms converted, which channels performed)
- 10.2 Ask Laurence usage metrics (queries, escalations, satisfaction, uncanny-valley feedback)
- 10.3 Sprint 7c gate decision — MetaHuman upgrade y/n based on measurement (Q4 lock)
- 10.4 Y2 plan drafted (which rooms scale, which sunset, which iterate)
- 10.5 Board reports Y1 marketing outcomes; Carla presents cost-per-dollar-raised by room
7. 22-week roadmap at a glance
| Week | Sprint | Focus | Assets shipped | Cumulative |
|---|---|---|---|---|
| 1–2 | S0 | Foundations (governance, guardrails, contracts) | 16 | 16 |
| 3–4 | S1 | Cross-cutting spine (master architectures) | 6 | 22 |
| 5–6 | S2 | Pair A — Room 8 + Room 6 | 16 | 38 |
| 7–8 | S3 | Pair B — Room 1 + Room 5 | 16 | 54 |
| 9–10 | S4 | Pair C — Room 3 + Room 2 | 16 | 70 |
| 11–12 | S5 | Pair D — Room 7 + Room 4 | 16 | 86 |
| 13–14 | S6 | Video Pillar A production | 5 | 91 |
| 15–16 | S7 | Video Pillars B + C + Ask Laurence v1 | 5 | 96 |
| 17–18 | S8 | Video Pillar D + Track 2 pitch kits | 6 | 102 |
| 19–20 | S9 | Integration & launch prep | 6 | 108 |
| 21–22 | S10 | Post-launch measurement + Sprint 7c gate | 5 | 113 |
Total delivery envelope: 22 weeks (5 months) · 11 sprints · 113 tracked artefacts · 8 fully-instrumented donation rooms · 4 video pillars · 1 AI agent · 4 Track 2 earned-media pitch kits.
8. Risks and dependencies
| # | Risk / Dependency | Mitigation |
|---|---|---|
| R1 | DGR endorsement timing. Rooms 3 and 7 hard-blocked pre-DGR. Rooms 1, 2, 5, 6 partial. If DGR is delayed 18+ months, half the machine sits idle. | Sprints 2 opens with fully pre-DGR-viable rooms (8, 6). Sprints 3–5 build pipeline that goes live day-1 post-DGR. Sprint 0.6 compliance one-pager explicitly frames all pre-DGR language. |
| R2 | Deen review bottleneck. Q-C = C1 (single-bundle review) is slowest cadence. Sprint 0 pack sits with Deen after week 2. Payroll waits. | Accept the bottleneck (Laurence's call). Compensating action: parallel-track Sprint 1 (cross-cutting spine) during Deen review window so calendar is not lost. |
| R3 | Personality Rights Assignment not signed before shoot. Sprint 6 hard-gated by this instrument (0.15). If unsigned, no shoot, no video pillars, no Ask Laurence. | Sprint 0.15 flagged as prerequisite. If Deen bundle review slips into Sprint 6, we push the shoot — not the signature. |
| R4 | Cultural-protocol consultation not documented. Sprint 0.16 shapes the Brand Charter's position on digital representation. If skipped, we risk misrepresenting First Nations audience considerations in donor materials. | Sprint 0.16 scheduled early in Sprint 0. 30-minute conversation with Deen; position recorded in Charter §3. |
| R5 | Volume risk. 113 artefacts in 22 weeks is heavy. Any resource illness/leave compresses. | Sprint 1 cross-cutting spine deliberately front-loads the master architectures so a room-sprint can compress if needed — the skeleton is already there. Also: not every asset is a full page — many are one-pagers, templates, or short scripts. |
| R6 | Board Seat #3 recruitment slip. B2 = 90 days post-ACN. If not filled by day 90, we operate on a 2-Director board. | Sprint 0.14 opens recruitment in parallel with ACN application. Recruitment brief structured so shortlisting can begin before ACN issues. |
| R7 | Ask Laurence quality gate. If HeyGen v1 falls into uncanny valley for the palliative-care audience, we cannot deploy — and Sprint 7c MetaHuman gate is 12+ weeks and $40–100k out. | Sprint 7 includes beta deployment behind password gate for internal testing (7.5) before public release in Sprint 9.4. Kill switch stays live throughout. |
| R8 | Room 4 (Government Grants) grants-cycle timing. Federal community-services grants have annual windows. Miss a window = wait 12 months. | Room 4 assets shipped in Sprint 5 (week 12) with immediate application window audit. If a window is imminent, that grant is prioritised over the standard sequence. |
9. Version history
v1.0 (this version) — Initial authoritative backlog. Delegated authority exercised on 2026-05-17. Overtakes marketing-strategy-design v0.2 Section 10 Q5 (rooms 1/2/3 priority). All 8 rooms in scope. 11 sprints, 22 weeks, 113 artefacts.