Post-EOFY Debrief & Year-2 Planning · 2027-07

Rooms firing this month

Room	Name	Angle	% spend
A	Foundations	Q4 renewals drafting + Year-1 impact reports finalised	0%
C	Regular giving	Retention over acquisition — EOFY cohort onboarded	70%
F	Referrers	Q3 refresh webinar + Year-1 casework aggregate	30%

Paid spend

$6,000 AUD

Rooms active

Voice mix

Lisa 55% · Laurence 25% (Year-1 retrospective) · Carla 15% (Year-1 numbers) · LWD 5%

Hero moves

EOFY cohort retention nurture at full cadence
Year-2 planning drop announced
Year-1 casework aggregate published (composites, labelled)

Weekly cadence

Week 1

Post-EOFY debrief. Thank-you cadence at full for new EOFY cohort.

Email: EOFY thank-you day 1 (30 June evening)
Email: EOFY thank-you day 3 (impact specifics)
Email: EOFY thank-you day 7 (composite story recap)
LinkedIn: Carla EOFY numbers post

Week 2

Year-2 planning drop begins. Retention nurture at full.

Blog: What we learned in Year 1 (Year-2 preview)
Email: retention nurture wave 1 (EOFY cohort)
LinkedIn: Lisa Year-2 preview
Meta: retention retargeting for new EOFY cohort

Week 3

Q4 foundation renewals begin drafting.

Q4 foundation renewals drafted (top 6 renewals)
Email: monthly donor newsletter — Year-1 aggregate
LinkedIn: Laurence Year-1 retrospective post
Blog: How 30 June went (specific numbers, redacted for privacy)

Week 4

Referrer network Q3 refresh + partner-of-partner spread.

Webinar: referrer Q3 training
Email: referrer network monthly
Blog: Room F casework aggregate Jan-Jun (composites)
Instagram: referrer partner year-end spotlight

Measurement — what makes this month a win

EOFY cohort retention (Day 30): >92%
Year-1 casework aggregate published (composite themes)
Q4 foundation renewals drafted: 6+
Traffic: 8,000 organic sessions

Dependencies (before 2027-07 starts)

EOFY thank-you sequence approved and firing
Year-1 casework aggregate approved by Laurence + Lisa (composites labelled)
Year-2 planning content approved by Board

Creative brief

Look

Quieter month. Reflective. Fewer people-in-frame; more environmental. Warmer palette; slower pace.

Copy tone

Retention-first. Impact-specific. No new-cohort acquisition asks (that resumes Aug).

Hook lines to draft against

“What Year 1 looked like (composite aggregate).”
“Your Year 2 begins with one monthly gift.”
“30 June 2027 in numbers.”

Governance envelope — Every asset drafted for 2027-07 lands in /production as status=draft and cannot go live until a human reviewer clears all six compliance flags (RG 96 outcome language, composite labelled, no PII, no named case without consent, Australian English, brand consistent) under HAS §8.5. AI drafts at HA1-3; humans decide at HA4-5.

Open 2027-07 assets in /production Master plan CMO brief