← PortfolioCooper's HawkMid-Year Review · FY26
Wine Club & Loyalty

New Member Welcome Event/Reception

Wine Club & Loyalty ProjectsWC Exclusive Event (new formats) [PARENT]New Member Welcome Event/Reception

New Member Welcome Reception Test/Pilot Includes: complimentary wine and apps; GM M&G Email to those who have registered, to “remind them” and a separate email will go out as follows: Monday, 7/22 – Invite for New Members that Joined from 6/30-7/21 (in select 3 test locs) Monday, 7/29 – Reminder for registered New Members

Stage
In Flight
Level
Level 3: Dept Project
Health
In Progress/On Track
Latest Update · Apr 23, 2026

4.23.26 (DF): In discussions to set strategy and plan for the year. Already live in NROs. In established markets and locations, volume of new members might be low - could be quarterly or centralized.

Department
Wine Club & Loyalty
Strategic Pillar
2 RETAIN & ENGAGE
Executive Sponsor
Linda B
Owner
Joe
IT Dependency
No
IT Roadmap
Fiscal Year / Quarter
FY26 · Q4
Timing
Start Date
Target End
Budget
Status
In Progress/On Track
Status Updates · 11
3y 6m running
In Progress/On TrackApr 23, 2026

4.23.26 (DF): In discussions to set strategy and plan for the year. Already live in NROs. In established markets and locations, volume of new members might be low - could be quarterly or centralized.

In Progress/On TrackJul 24, 2025

7.22.25 (DF): continue offiering at CH NROs (no PB) and test at ~2 existing locations; see notes

In Progress/On TrackSep 16, 2024

9.16.24: Second group of testing ~10.20 (Clive, Montgomery)

BehindMay 20, 2024

5.20.2024: Present proposed plan in May; Test in July.

Not StartedDec 6, 2023

11.28.23: keep in 2024 plan with Q1 planning and Q2 testing

DeferredSep 27, 2023

9.21.23: Reactive (Tim's list); potential 2024 project

On-holdSep 27, 2023

7.31.23: On Hold at Mid Year (after May 23 pilot)

In Progress/On TrackSep 27, 2023

7.31.23: On Hold at Mid Year (after May 23 pilot)

In Progress/On TrackMay 3, 2023

TEST Sunday, May 21, 2023St Charles

In Progress/On TrackMar 7, 2023

Kelly G is the PM - Met with Kelly to discuss project. Kelly will be creating a deck for information and will be setting up a discovery meeting with the appropriate departments.

Not StartedDec 28, 2022

Prism · Cooper’s Hawk Strategy · Mid-Year Review FY26