Portfolio Dashboard
FY26 Initiative Portfolio
Every active initiative across the organization, grouped by department. Select a department to focus the view.
794
Projects
56
Parent initiatives
0
In flight
0
Complete
| Project ↑ | Department | Stage | Health | Subs | Latest Update | |
|---|---|---|---|---|---|---|
| 1 Beverage Menu - Quarterly (Jan 6, 2026) | Innovation | Not Started | Complete | — | — | → |
| 1 Non-Member Traffic/Pipeline | Marketing | Upload | Proposed | 5 | In Progress/On TrackFocused on core NM digital journeys and optimizing those experiences to maximize reservations flow through by location. | → |
| 12 Nights 2027 - Product Strategy | Innovation | In Progress/On Track | In Progress/On Track | — | In Progress/On Track6.4.26: Extended creative deadline for box by one week - due second week of July. | → |
| 12 Nights Wine Package (12 WOMs) | Innovation | Create (Concept Development) | In Progress/On Track | — | Complete11.28.23: in development for FY25 launch | → |
| 1PD Marketing Strategy (keep?) | Marketing | INACTIVE | Deferred | — | — | → |
| 2 Winter Menu Cycle: Brunch Focus (Jan 27) | Innovation | Not Started | Complete | — | — | → |
| 2024 All-Team Meeting | Ops Development | INACTIVE | Complete | — | Complete7.10.24: Due to Brunch Rollout, All-Team Meeting will be on September 7. Project team selected stanley-style tumbler for gift. SC and Angela comparing prices. Paula checking in with Jason on $14 option. Velvet bags for WOM might not be at restaurants in time. | → |
| 2024 Holiday Gift Card Station | Ops Development | Base Business/Ongoing | Complete | — | Complete9.18.24: Sent Comms to restaurants that need to send their equipment to the RSC for updates (IT). | → |
| 2024 OD&S Charity Day | Ops Development | INACTIVE | Complete | — | Complete5.15.24: OD&S is supporting Feed My Starving Children in Schaumburg on June 12. | → |
| 2026 All-Team Meeting | Operations Integration | INACTIVE | Not Started | — | Not StartedMeetings Completed | → |
| 2026 Integrated Campaign Calendar (MASTER) | Marketing | In Flight | Proposed | 2 | In Progress/On Track[Mktg portfolio status 6.18] Continuing to evolve it to get a better handle on last year. Building out full YoY view. Looking to complete by end of year. | → |
| 2026 Traffic Driving Strategy | Marketing | Upload | Proposed | — | — | → |
| 2027 Build Pipeline (Finalize: 12 CH + 2 PB) | Development | — | — | — | Complete1.27.26: Per Tim, remove from project list. Day-to-day work. | → |
| 2027 Travel Programming | Strategy & Planning | Not Started | Not Started | — | In Progress/On TrackKristy working to create 2027 travel calendar. | → |
| 2027-29 Year Strategic Planning | Strategy & Planning | — | — | — | In Progress/On Track4.9.26: Prepping for kickoff this month | → |
| 3 Bottle Member - Extend Tasting Expire Date | — | INACTIVE | Cancelled | — | Cancelled6.23.26 [DF]: Closed/cancelled due to exposure | → |
| 3PD Marketing Strategy & Testing | Marketing | In Flight | In Progress/On Track | — | In Progress/On Track6.25.26 [SLT Strat Session]: Activate | → |
| 4 Catering Pricing Review (Mar 2026) | — | Not Started | — | — | — | → |
| 4-Season Patio Analysis & Planning | Development | Not Started | Pending | — | Pending6/24: Lisa to share the information in the upcoming Development Update Meeting with Tim. 4.16.26 [Project Update Meeting]: Rob to own content. Jacob to help format slides. Rob working with Jason to understand update cadence to update Tim. Target week of May 4. Rob and Lisa will connect and provide next steps and for Lisa to send existing content to Jacob. 3.23.26 [Project Scrum]: Need to present findings to Tim and SLT (Dawn). Jason has the results deck? Need to ensure findings are reported and included in remodel and NRO build strategies going forward. 3.18.26 [Strat Meeting]: Closure of project pending results review; Jason to send deck to Tim and Dawn | → |
| 4/6 Bottle Membership Concept (Discovery) | Innovation | Discover (Blue Sky) | In Progress/On Track | — | On-hold3.18.26: Reviewed initial analysis in Decision Forum. Do not proceed at this time. | → |
| 5 Spring Menu Cycle 2026: TCE Focus (~Apr 8 OR May 6) | Innovation | Not Started | — | — | — | → |
| 5oz Chicken Pilot | Culinary Operations | INACTIVE | Complete | — | Complete4.3.24: Complete per Kevin | → |
| 6 Beverage Menu - Quarterly (~Apr 8, 2026) | Innovation | Not Started | — | — | — | → |
| 7 Summer Menu Cycle 2026 - Brunch, HH (~Jun 30) | Innovation | Not Started | — | — | — | → |
| 8 Beverage Menu - Quarterly (~Jun 30, 2026) | Innovation | Not Started | — | — | — | → |
| 80/20 Ops Readiness & Implementation (including Sidework) | — | INACTIVE | Inactive | — | Cancelled10.7.24: Close 80/20 due to shifting external conditions (legal); open new project focused on parameters for sidework and open/close schedules | → |
| 80/20 Testing: Bar Fruit > Kitchen | Ops Development | In Flight | Complete | — | Complete3.19.24: Added to April 24 Menu Update (Companywide Rollout) | → |
| 80/20 Tip Credit Practices - Wage & Hour | HR Core | Test (Pilot) | In Progress/On Track | — | In Progress/On Track6.27.24: Test underway in Gurnee and Ashburn (started 5.30) | → |
| 9 Fall Menu Cycle 2026 (~Oct 7) | Innovation | Not Started | — | — | — | → |
| 9.1 Beverage Menu - Quarterly (~Oct 7, 2026) | Innovation | Not Started | — | — | — | → |
| 99 Oaks Holiday Wine | Innovation | Create (Concept Development) | In Progress/On Track | — | In Progress/On Track4.16.26: Switched to Lux bottle, polylam capsule to reduce cost - offsetting velvet label. | → |
| A Taste of Cooper’s Hawk (June 3 & 5) | Marketing | Test (Pilot) | Complete | — | Complete6.14.24: RSC Team Meeting for Feedback, was there enough food and more around setup | → |
| ABC Inventory Practice | Operations | Test (Pilot) | Approved | — | Approved6.23.26 [DF]: approved to move to test | → |
| Accounting Crunchtime Implementation (Support) | Accounting | Base Business/Ongoing | Complete | — | Complete5.16.2024: Roll-out in process | → |
| Accounting Projects | TBD | — | — | — | — | → |
| ACM Role & Development/Culinary Culture | Culinary Operations | In Flight | In Progress/On Track | — | Complete6.24.24: scope includes ACM visit restructure, 1:1 development, AD/ACM partnership, succession planning, leadership development, Food AVT mgmt, systematic process review, ticket time reduction | → |
| ACM Role Evolution | Culinary Operations | — | — | — | Complete3.18.26 [Strat Mtg]: Confirmed completion | → |
| AD/ACM Role Alignment (Culinary DOK, Ownership, Leadership) Development Program | Learning & Development | In Flight | In Progress/On Track | — | In Progress/On Track6.8 Modifying proposal for Tim/Jason review/approval. 5.1.26 Reviewing Tier 1 Proposal 4.7.26 Getting a 2nd proposal from Tier 1 in progress 2.9.26: Have proposal from consultant - will focus on after Leadership Conference. | → |
| Agglomerated Cork Transition | Innovation | In Flight | In Progress/On Track | — | In Progress/On Track4.30.26: Introduced topic w/mktg. team. Sample received at RSC and shipping to Jamie. First WOM with agglomerated cork is 2026 Anniversary Magnums. | → |
| AGM/AEKM Development Program (REMOVE?) | Learning & Development | Launch (Activate) | In Progress/On Track | — | In Progress/On Track5.22.2024: Part of GM is everything. | → |
| Allergy Menu - QR Code Link | Strategy & Planning | Not Started | Not Started | — | — | → |
| Anliker | Culinary Operations | In Flight | In Progress/On Track | — | Complete6.4.26: Keep at PB only for now (in all); could be an opportunity down the road; formerly close this out | → |
| Annual Ambassador Event | Wine Club & Loyalty | Not Started | Pending | — | PendingOLD - Part of the ambassador program/reboot - move to sub project level | → |
| AOR Development | Learning & Development | In Flight | Not Started | — | In Progress/On Track6.8 June 24 meeting with Ops define readiness and how AORs /MID interact 5.12 Discovery for AOR and MID to prioritize 2026 Scope: Build, finalize, launch; targeting FY26 Q3 | → |
| Apple Pay (TR, DR, Bar) | IT | Launch (Activate) | In Progress/On Track | — | On-hold5.20.26 (IT Prioritization outcomes): business case needed. | → |
| Applied Brand Voice to Retail Product Lines | Retail | Design (Build/Plan) | Approved | — | In Progress/On TrackPivoted, vendor will partner with us on CH-exclusive merch, but not initial vision of CH logo-d merch. Risk: If sayings are not resonating with Members/Guests - how to manage remaining inventory. | → |
| Area Team Reorganization | Operations | Upload | Approved | — | — | → |
| Arrowstream Food Safety Incident Management | Supply Chain | In Flight | In Progress/On Track | — | In Progress/On Track6.29.26: in test in OH, expanding into WI - moving to slow rollout | → |
| Arrowstream Implementation | Supply Chain | INACTIVE | Complete | — | Complete12.23: Complete at YE | → |
| Arrowstream Supplier Onboarding Test | Supply Chain | Upload | Deferred | — | Deferred6.29.26: technology still not available from Arrowstream; pending | → |
| Asset Tagging | Facilities | Test (Pilot) | In Progress/On Track | — | In Progress/On Track3.13.26 [Jeremy]: Test in Livonia next week; then roll in 2 NROs | → |
| ATS (Applicant Tracking System) | Talent Acquisition | INACTIVE | Complete | — | — | → |
| Automated License Audit | Ops Development | INACTIVE | Complete | — | Complete3.5.24: Added to News Flash, audit goes live March 6 | → |
| Automated LTO inventory/ordering tracker | Supply Chain | In Flight | In Progress/On Track | — | Complete1.8.26: Complete & can be closed out, per Jeremy L. | → |
| Avero Activation | Operations | Discover (Blue Sky) | In Progress/On Track | — | On-hold5.29.25: formally added to project tracker; Jason leading | → |
| Background Check Vendor Review | Talent Acquisition | INACTIVE | Complete | — | Complete4.25.2024: Review complete in 12/2023. Remaining with current vendor at reduced rate. | → |
| Baja Wines - CH MX | Strategy & Planning | Discover (Blue Sky) | In Progress/On Track | — | CompleteFeb 2026 Release | → |
| Barrel Reserve Programming 2027 | Innovation | Not Started | Not Started | — | Not Started4.6.26 (SLT): Initiating brainstorming for 2027 programming; concept "Barrel & Barbecue" with potential event and/or Chef Rec | → |
| Barrel Reserve Refresh 2026 | Marketing | — | — | — | In Progress/On Track2.25.26 Just kicked off new campaign for Barrel Reserve for 2026. | → |
| Bavette | Culinary R&D | INACTIVE | Cancelled | — | Cancelled10.3.24: Feedback survey sent | → |
| BCG Marketing Applications | Marketing | Not Started | Not Started | — | Not Started5.17.26 [Tim's List]: ADD | → |
| Belonging & Community Strategy and Programming (DEI) | HR Core | Base Business/Ongoing | Ongoing | — | Ongoing3/9 Title updated and projects started eg. monthly DEI celebrations, and nationally recognized events, WFF, etc. 2.4.26: did not discuss with Tim/Jason/Chris. Need to confirm if any work expected in 2026 or if it can be cancelled/marked complete. | → |
| Bench Strategy | Operations | Not Started | Not Started | — | Not Started5.17.26 [Tim's List]: revisit and incorporate Chris's comments | → |
| Benefits (TM): Voluntary | HR Total Rewards | INACTIVE | Complete | — | Complete4.26.2024: Launched the items noted in Q1 (Everyday = Feb, Commuter = Jan, Loans - March) | → |
| BIB Barrel Reserve | Innovation | Create (Concept Development) | In Progress/On Track | — | — | → |
| BIB Product Innovation | Innovation | Upload | Proposed | — | Deferred6.17.26 DF: Shelf BIB for now; consider using in future for special occasion (e.g. 25th anniversary). | → |
| Black Uniform Test | Operations Integration | Design (Build/Plan) | In Progress/On Track | — | In Progress/On Track6.23.26 [DF]: aprons approved for testing | → |
| Bleeding Kits for Broward Co, FL | Ops Development | INACTIVE | Complete | — | Complete2.16.24: SOP and training plan is finalized, SOP on the Coop | → |
| Blind Tasting | Wine Club & Loyalty | Test (Pilot) | Complete | — | — | → |
| Blind Tasting Challenge (Behind the Label) | Marketing | INACTIVE | Complete | — | CompleteBehind the Label: Pilot location: Downers Grove Pilot timeline: February 24th – March 9th Launch locations: all CH locations Launch timeline: April 1st. The program concludes on April 30th | → |
| Bonus Bottle (Thank You Promo) - 2027 Elevated Campaign/Program | Marketing | Not Started | Not Started | — | — | → |
| Book Strategy | Office of the CEO | Design (Build/Plan) | In Progress/On Track | — | In Progress/On Track2026: Budget: $30,000 for book marketing | → |
| Bottom 10 LSM Blitz (with Mechanical and Sustainable Processes) | Marketing | In Flight | In Progress/On Track | — | In Progress/On Track6.25.26 [SLT Strat Session]: Activate | → |
| BPU P&L | Finance | Not Started | Not Started | — | Proposed6.7.26: Proposed per Dawn (see email) | → |
| Brand Expression / Execution (PARENT) | Marketing | In Flight | In Progress/On Track | 5 | In Progress/On TrackVoice & Visual Campaign for key Wine releases & holiday starting to consolidate, Summer Campaign will be key unified moment, followed by specific brand tool kit elements. | → |
| Broiler Replacement Project (Equipment) | Culinary Operations | In Flight | In Progress/On Track | — | In Progress/On Track6.23.26 [Tim]: Add per Tim; confirm the broader equipment replacement strategy | → |
| Broiler Retrofits | Culinary Operations | In Flight | In Progress/On Track | — | Complete6.4.26 [Culinary Project Review]: anytime a restaurant needs a new broiler, we are retrofitting with the new broiler. This can be considered complete. | → |
| Budgeting/Forecasting Process | Finance | Approved | Approved | — | In Progress/On Track1.7.26: Tim's notes: Rolling/Quarterly - And Technology (inclusive of Forecasting) | → |
| Build Oracle Integrations (Paylocity, Service Channel, Nexonia) | IT | Upload | Proposed | — | ProposedNora/James 2.17: lots of opportunity. Not currently on IT roadmap. Not sure it will be on priority list for 2026. If we're replacing Paylocity in 2027, doesn't make sense to build new integration there. Decide whether to put on hold - Scott to align with Dave Might need to put this on hold if we need to redesign integration structure Moved from Accounting to IT w/Acctg support | → |
| Building Automation System (BAS) | Facilities | INACTIVE | Pending | — | Complete1.13.26: complete per Jeremy L. | → |
| Business Continuity Plan | Risk Management | In Flight | In Progress/On Track | — | Deferred6/25: Shifting to 2027 4.16.26 [Project Update Meeting]- Still in early stages. Working with IT on recovery times for current systems. Meeting with West Monroe in mid-May. More updates after that meeting. Early stages | → |
| Business Intelligence/Data Center Org Function and Design | Strategy & Planning | Not Started | Not Started | — | Not Started6.25.26 [SLT Strat Session]: Design | → |
| Busser Runner Porter Test | Ops Development | Test (Pilot) | In Progress/On Track | — | — | → |
| Busser/Porter/Runner Analysis/Transition - FINANCE | Finance | In Flight | Complete | — | Complete7.19.24 (DF): presented analysis and gained agreement to move forward beginning with testing (Clive, New Lenox) to be followed by (4) NROs; open timeline on full rollout plan (as appropriate) | → |
| Cafe Menu Cycle/Cadence (2 new items quarterly) | Culinary R&D | Not Started | Not Started | — | Complete9.11.24: Added at Culinary Innovation | → |
| Camille Refresh Strategy | Innovation | Upload | In Progress/On Track | — | In Progress/On Track4.2.26: Label designed kicked off for Camille Intrepid-Uco Valley | → |
| Camille Series - 2024 | Wine Experience | INACTIVE | Complete | — | Complete5.21.2024: Complete - Camille Brilliant and Festive lines up for holidays. | → |
| Camille Series - 2025 | Wine Experience | Create (Concept Development) | In Progress/On Track | — | In Progress/On Track5.21.2024: Camille Magnificent defined - label in the works. No plan in place for a holiday offering. | → |
| CAMPAIGN: Discover CH/New Experiences (SUB) | Marketing | Launch (Activate) | In Progress/On Track | — | Complete[Mktg portfolio status 6.18] Tech work and campaigns complete. Now considering as tools & levers that can be used going forward. | → |
| CAMPAIGN: Feel Good Your Way - Jan 2026 Wellness (SUB) | Marketing | Not Started | — | — | CompleteCompleted campaign, analysis from January Ops showed lift in Vivante performance however given small penetration of overall wine portfolio it may have been too big of a focus. Will take learnings and apply to future executions. | → |
| Canned Product Exploration | Innovation | Not Started | In Progress/On Track | — | Cancelled6.17.26 DF: ruled out due to lack of profitability. | → |
| Card Not Present Transactions | Ops Development | INACTIVE | Complete | — | Complete5.20.24: Project Closed (Hot! - Top Ten Item for OD&S) | → |
| Career Pathways | HR Core | INACTIVE | Cancelled | — | Cancelled5.20.24: remove/cancel per KZ and Michelle | → |
| Carryout Specs By Station | Culinary Operations | Design (Build/Plan) | In Progress/On Track | — | — | → |
| Case Artwork | Marketing | Test (Pilot) | In Progress/On Track | — | In Progress/On Track[Mktg portfolio status 6.18] Will be in market by end of month. Evaluate for any feedback. | → |
| Case Management In Salesforce | M&GS | In Flight | Behind (delayed) | — | Cancelled1.14.26 Cancelled per Anthony I. | → |
| Cash Management (Simphony) | IT | Design (Build/Plan) | In Progress/On Track | — | Complete2.20.25: We are leveraging the Server Bank functionality in Simphony. This function allows TR attendants to complete transactions on terminals they are not assigned to. (TEST at St. Charles) | → |
| CCD Bag Drop | Operations Integration | Test (Pilot) | In Progress/On Track | — | In Progress/On Track4.10.26: Expand out to a few restaurants 3.23.26- Adding on new "3pd" card component to test. Waiting on creative to provide options on card design. | → |
| CCD Enhancements | Operations Integration | In Flight | — | 3 | Pending5.13.26 Based on IT prioritization discussions, need biz case in order to determine whether to proceed. | → |
| CCD-Add Brunch | Ops Development | Design (Build/Plan) | In Progress/On Track | — | — | → |
| CCD-Bag Sealers | Ops Development | Design (Build/Plan) | In Progress/On Track | — | — | → |
| CCD-Core CH Delivery | Ops Development | Sustain/Grow (Expand/Optimize) | Complete | — | Complete10.15.24: Split from Carryout Enhancements and Delivery Service | → |
| CCD-Curbside Arrival Notifications | IT | Design (Build/Plan) | In Progress/On Track | — | In Progress/On Track1.27.25: The test at DG indicates that we may want to pursue another path (specific phone line). Staying on course at Downers Grove and waiting for IT/Ops Leadership to determine priorities and next steps. | → |
| CCD-KDS Carryout Photo Revision | Culinary Operations | Launch (Activate) | In Progress/On Track | — | — | → |
| CCD-Line Queuing | Operations Integration | INACTIVE | Not Started | — | — | → |
| CCD-Packaging Pictures | Culinary Operations | In Flight | In Progress/On Track | — | — | → |
| CCD-PB Delivery | Ops Development | Design (Build/Plan) | In Progress/On Track | — | Complete10.16.24: Added to Hive | → |
| CCD: Kitchen Packaging, Quality, Continuity | Culinary Operations | In Flight | In Progress/On Track | — | In Progress/On Track6.4.26 [Culinary Project Review]: scope + opportunity needs to be defined. Question to Tim: do we want a better experience, or do we want to prioritize cost effectiveness? | → |
| CH Brand & Voice Application/Transition | Marketing | In Flight | In Progress/On Track | — | Cancelled2.4.26: remove per project list review. | → |
| CH Brunch | Operations | Sustain/Grow (Expand/Optimize) | Complete | — | Complete9.27.24: launch complete | → |
| CH Bucks | Operations Integration | Create (Concept Development) | — | — | — | → |
| CH Happy Hour (launch 7.10.24) | Strategy & Planning | Launch (Activate) | Complete | — | Complete7.11.24: launch 7.10.24 system wide | → |
| CH Master Project Tracker | — | — | — | — | — | → |
| CH Naming Test (Remove "Winery & Restaurant") | Strategy & Planning | Discover (Blue Sky) | In Progress/On Track | — | — | → |
| CH Performance Optimization: Sales, Margin, Acquisition | Operations | Sustain/Grow (Expand/Optimize) | Not Started | — | Cancelled1.27.26: Cancel per Jason & Tim. Covered in other projects. | → |
| CH Project Parking Lot | — | — | — | — | — | → |
| CH/PB Pipeline 2026: CH – 10 units, PB - 2 units (ENTERPRISE) | Development | Base Business/Ongoing | In Progress/On Track | — | Complete1.27.26: Per Tim, remove as project - day-to-day work. | → |
| Channel/Messaging Optimization and Alignment (e.g., CRM, Social, App, SMS, Web) | Marketing | In Flight | In Progress/On Track | — | In Progress/On TrackOptimizing Discover CH & Barrel Reserve campaign refinement complete. This is ongoing work. | → |
| Chargeback Impact Review | Ops Development | INACTIVE | Complete | — | — | → |
| Charitable Giving Strategy | Marketing | Not Started | Not Started | — | On-hold2.5.26: 2026 backlog; low priority. | → |
| Chef Rec Program Refresh: Culinary Innovation/R&D | Culinary R&D | Not Started | Approved | — | — | → |
| Chef Rec/LTO Strategy | Culinary R&D | Base Business/Ongoing | Complete | — | Complete12.29 Year-end: ~10-12 months out; ongoing | → |
| Chef Rec: Sauvignon Blanc (menu design and marketing) | Marketing | Not Started | Not Started | — | — | → |
| Chef Recommendation Card Stands | Operations | INACTIVE | Complete | — | Complete3.4.25: Test is complete. Restaurant are not continuing the stands. See Bryan W for details. | → |
| Churn Model Refinement/Expansion | Wine Club & Loyalty | Not Started | Approved | — | In Progress/On Track2.25.26 Created model one-pager; scoping out use cases. TBD on where this will fall timing-wise. | → |
| CHWR 2024 NRO Pipeline | Development | Base Business/Ongoing | In Progress/On Track | — | — | → |
| Clean Glassware Training | Ops Development | Design (Build/Plan) | In Progress/On Track | — | Complete3.22.24: On hold per Tom R | → |
| Clerestory Coffee Transition | Operations Integration | — | — | — | In Progress/On Track6.22: Traunch 1- 34 locations transition completed. Traunch 2 - 34 locations transition between June 22 - July 23. 3rd/Final traunch - 17 locations July 28- Aug 13. Unopened coffee being picked up and/or shipped back for credit. | → |
| Clerestory Coffee Vendor Transition | Operations Integration | In Flight | In Progress/On Track | — | In Progress/On Track6.22.26: Traunch 1- 34 locations transition completed. Traunch 2 - 34 locations transition between June 22 - July 23. 3rd/Final traunch - 17 locations July 28- Aug 13. Unopened coffee being picked up and/or shipped back for credit. | → |
| Club Rooms and Club Style Events (e.g., Trivia) | Innovation | Not Started | Not Started | — | Not Started6.25.26 [SLT Strat Session]: Develop concept | → |
| Club Style Spaces & Unique Guest Experiences | Innovation | Not Started | Not Started | — | Proposed5.17.26 [Tim's List]: ADD | → |
| Cocktail Menu Refresh | Wine Experience | In Flight | In Progress/On Track | — | In Progress/On Track5.21.2024: Spring 24 completed with October 24 refresh in progress | → |
| COGS Savings of 3-5% | Supply Chain | In Flight | In Progress/On Track | 2 | — | → |
| Comida/Family Meal Reporting and Sustainment | Finance | In Flight | In Progress/On Track | — | In Progress/On Track5.17.26 [Tim List]: In progress; move to sustainment | → |
| Communications Corner: Throughput Reporting | Ops Development | INACTIVE | Complete | — | Complete11.14.23: Added to News Flash | → |
| Communications Strategy - Internal | Communications | Upload | Proposed | 1 | — | → |
| Community Ambassador/Concierge (In Restaurant POC) | Strategy & Planning | Create (Concept Development) | In Progress/On Track | — | In Progress/On Track6.25.26 Targeting update in 7/7 DF in order to align on # of hours/TM for test. | → |
| Community Cafe Operations/Offerings (transition, sustain) | Operations | Base Business/Ongoing | Complete | — | Complete10.3.23: Transitioning from R&D FY23 Q4 | → |
| Complexity Score Integration and Sustainment | Culinary R&D | Not Started | Not Started | — | In Progress/On Track6.4.26: training planned | → |
| Compliance/Regulatory Training Evaluation/Evolution | Learning & Development | In Flight | In Progress/On Track | — | In Progress/On TrackONGOING/REMOVE - 3.29.24: Ops focused Trng modules (ie. CC handling) - Timing TBD end of Q3/ early Q4 | → |
| Condiments - Fill to Top for To Go | Culinary Operations | In Flight | In Progress/On Track | — | CompleteCommunication in 5/26 newsflash and updated SOPs | → |
| Consolidate the Menus | Strategy & Planning | Not Started | Not Started | — | — | → |
| Consultant/Contractor Approval Process | Office of the CEO | In Flight | In Progress/On Track | — | In Progress/On Track6.23.26 [Strat Mtg]: Jen and Dawn leading | → |
| Contract Management Software | Legal | INACTIVE | Deferred | — | Complete5.24.24: Defer to 2025 (Matt R) | → |
| Cook Time Analysis | Culinary Operations | In Flight | In Progress/On Track | — | In Progress/On Track6.4.26 [Culinary Project Review]: adjusted/implemented in select locations (6); continuing to monitor and expand; some adjustments continue | → |
| Cooling Temperature Sensors | — | INACTIVE | Pending | — | — | → |
| Coop Strategy (2026 Clean Up, 2027 Replace) | Strategy & Planning | Not Started | Approved | — | — | → |
| Core Wine Label Redesign (DEFER? REMOVE?) | Marketing | INACTIVE | Deferred | — | Deferred6.12.24 (Mid Year): may be low priority or cut; is this needed? allow Linda to assess | → |
| Corporate Governance and Compliance | Legal | INACTIVE | Complete | — | Complete12.11 - Ares required ESG work completed in June; per discussion with Tim we are not taking any additional steps on ESG at this time. All governance documents are up to date. | → |
| Corporate Membership | Strategy & Planning | Not Started | Not Started | — | Not Started6.25.26 [SLT Strat Session]: Develop | → |
| Credit Card #s By Phone or Online (CC Auth Form) | IT | Discover (Blue Sky) | Not Started | — | Not Started5.13.26 [IT Prioritization Forum]: this is part of the IT backlog for 2026, dependent on team capacity to handle. Should be revisited in H2 to understand capacity. | → |
| Credit Card Outage - Procedure Updates | Ops Development | In Flight | Complete | — | Complete5.2.24: Prepping for May 14 NF | → |
| Crisis Management Process and Documentation | Risk Management | INACTIVE | Complete | — | CompleteYear-end: complete | → |
| Crisis Mgmt and Recall Process with Mocks | Supply Chain | INACTIVE | Complete | — | Complete7.18.23 (mid year): Process finalized and mocks completed | → |
| CRM Email Refinement - New Project Submission - Gina Marasco 2025-01-10 7:51 pm | Marketing | Not Started | Not Started | — | — | → |
| Croutons in Lobster Bisque | Culinary R&D | In Flight | In Progress/On Track | — | Not Started6.23.26 [Tim]: Add per Tim; possibly replace as they don’t really eat well with it | → |
| Crunch Time Cafe | Culinary Operations | In Flight | In Progress/On Track | — | — | → |
| Crunch Time PB | Culinary Operations | In Flight | In Progress/On Track | — | — | → |
| Crunchtime - Inventory Management System Replacement | Culinary Operations | Base Business/Ongoing | In Progress/On Track | — | Complete10.14: CH completed - PB to be completed in January 6.12.24: In progress/behind (per Susan) | → |
| Crunchtime Field Readiness | Ops Development | Base Business/Ongoing | Complete | — | Complete5.9.2024: Continuing with rollout plan | → |
| Crunchtime Implementation & Financial Reporting (Finance/Acct) | Finance | Base Business/Ongoing | Complete | — | Complete7.31.23: in progress at mid year; delivery Q3 | → |
| Crunchtime Training | Learning & Development | Base Business/Ongoing | Complete | — | Complete12.8.23 YE Update: Test ready; preparing for updated training to support launch (FY24 Q1-3) | → |
| Culinary - Digital Transformation of TM Training | Learning & Development | In Flight | In Progress/On Track | — | Complete4.15 Launched 4.7.2026 April 15 soft launch. NH Kitchen TM will use new materials 2.9.26: Per Angela/Chris, Culinary is scheduled for Q3 - July. | → |
| Culinary Kitchen Efficiencies Phase 1 | Culinary Operations | INACTIVE | Complete | — | Complete10.15.24: Added to Hive | → |
| Culinary Kitchen Efficiencies Phase 2 | Culinary Operations | Test (Pilot) | In Progress/On Track | — | — | → |
| Culinary Kitchen Efficiencies Phase 3 | Culinary Operations | Design (Build/Plan) | In Progress/On Track | — | — | → |
| Culinary Labor Reduction Strategy | Culinary Operations | In Flight | In Progress/On Track | — | In Progress/On Track6.4.26 [Culinary Project Review]: minimal initiatives active currently; pending truffles and next iteration of ideation | → |
| Culinary New Product Launch Processes | Culinary Operations | INACTIVE | Complete | — | Complete4.4.24 (Kevin): complete | → |
| Culinary Ops Projects | — | — | — | — | — | → |
| Culinary Optimization/Streamlining (Labor, Quality, Menu) | Culinary Operations | Base Business/Ongoing | Ongoing | — | Ongoing4.4.24 (Kevin): on track and ongoing; cementing routine of continued optimization with menu change cycles; includes yield and shelf life focused projects | → |
| Culinary Planning & Support System: Formalized, Transparent | Strategy & Planning | In Flight | In Progress/On Track | — | — | → |
| Culinary Programming (Keep? DEFINE?) | Culinary Operations | Upload | Proposed | — | — | → |
| Culinary R&D Projects | — | — | — | — | — | → |
| Culinary R&D/Innovation (MASTER) | Culinary R&D | Not Started | — | 5 | — | → |
| Culinary Team - People Development & Bench Strategy | Culinary Operations | Base Business/Ongoing | Ongoing | — | Ongoing4.4.24: program launched and ongoing focus through 24 | → |
| Culinary Team Development (EKM+ Role) | Culinary Operations | In Flight | In Progress/On Track | — | — | → |
| Culinary Training Advancement | Culinary Operations | Base Business/Ongoing | In Progress/On Track | — | In Progress/On Track6.24.24: scope includes video cadence, rollout training, hourly training SME, EKM role evolution | → |
| Culinary Video LIbrary | Culinary Operations | Base Business/Ongoing | Ongoing | — | Ongoing4.4.24 (Kevin): Initiate in 2024 with completion in 2025 | → |
| Culinary/Kitchen Career Pathing | Culinary Operations | INACTIVE | Not Started | — | — | → |
| Culinary/Kitchen Recruitment Strategy | Talent Acquisition | INACTIVE | Cancelled | — | Cancelled5.22.2024: Remove/cancel per Claire | → |
| Culinary/Menu Simplification (Culinary Operations) | Culinary Operations | Upload | In Progress/On Track | 7 | — | → |
| Culinary/Menu Simplification (R&D) | Culinary R&D | Not Started | — | 4 | — | → |
| Culture and Leadership Series (Enriching Lives) | Office of the CEO | Base Business/Ongoing | Complete | — | Complete5.29.25: Series ongoing; move to Complete | → |
| Curated Icons Product Series | Innovation | Create (Concept Development) | In Progress/On Track | — | In Progress/On Track6.4.26: Shared volume reduction with Silver Oak. Next steps are to draft IP Agreement and kick off label design. Working with Nexterra team on potential solves for excess volume. | → |
| Cyber & Compliance [PARENT] | IT | In Flight | In Progress/On Track | 4 | — | → |
| Daily Special/Member Night Menu | Culinary R&D | In Flight | In Progress/On Track | — | In Progress/On Track6.29.26 [DF]: text expansion to all IL delayed to 7.7.26 in order to acquire increased product. | → |
| Data & Analytics [PARENT] | IT | In Flight | In Progress/On Track | 3 | — | → |
| Data Governance and management | IT | Upload | Proposed | — | In Progress/On Track4.6.26 per James: ongoing initiative; not a project. | → |
| Data Modeling Current State Assessment/Refinement | Marketing | Proposed | Proposed | — | In Progress/On TrackInitial Model 1-pager created from MKT and from IT. Further use case mapping and system design needed to understand what other variables should be considered. | → |
| Data Privacy | IT | Not Started | Behind (delayed) | — | Deferred4.6.26 James: Needs definition. Deferred to 2027+. | → |
| Decanter Next Generation Designs | Retail | In Flight | In Progress/On Track | — | In Progress/On Track4.6.26 (DF): We will not pursue a holiday test based on the presented designs. Continue pursuing a premium, fully reimagined design rather than a stop‑gap solution. | → |
| Delivery and 3PD Design Recommendation | Development | Approved | Approved | — | In Progress/On Track6/25: Waiting on Cary, NC (Fall 2026) to open to evaluate success and future adoption. 1.4.26: Need benchmarks: Portillos, BJ’s, etc (per Tim) | → |
| Delivery Catering Menu | Culinary R&D | INACTIVE | Not Started | — | — | → |
| Delivery Performance Improvement | Supply Chain | Base Business/Ongoing | Complete | — | Complete12.29 - Consistently running >90% clean invoice and >82% on time 7.18.23 (mid year): ongoing; in progress and exceeding targets - move to day-to-day | → |
| DeLoach Collaboration/Sonoma Presence | — | BIG IDEA | Inactive | — | — | → |
| Development Projects | Development | Approved | Approved | — | — | → |
| Digital Experience (web, app) | Marketing | Upload | Proposed | — | Pending[Mktg portfolio status 6.18] Some iterative improvements made, but this work will overall fit under Loyalty for 2027 journey mapping & execution. Might find some low hanging fruit that can be actioned on in 2026 already. | → |
| Digital Marketing Optimization | Marketing | Discover (Blue Sky) | — | — | In Progress/On Track4.23.26 new resource started Monday. There are subprojects around website and other tagging updates, SEO optimizations, etc. Determine which subprojects to add in here. | → |
| Digital Stack Refresh | IT | Upload | Proposed | — | — | → |
| Digital TM Cards (silver, bronze) | IT | INACTIVE | Deferred | — | CancelledPer IT prioritization meeting on 4.9.26, this is a duplicate of the "TM Cards" project under M&GS. | → |
| Direct Mail Campaign Strategy | Wine Club & Loyalty | INACTIVE | Complete | — | Complete5.21.2024: Test multiple offers with DM for 1 location to drive traffic | → |
| Direct Mail Test Campaign-Morton Grove | TBD | Test (Pilot) | Complete | — | Complete4.22.24: Added to Hive for tracking, not as much redemption as expected | → |
| Direct to Restaurant Vendor Shipping | Retail | Upload | Proposed | — | ProposedNW 1.30.26: was this budget approved? Need to validate w/TK + Sarah that they're on same page - TK ran through at very high level w/Tim. Notes from Sarah from 25 YE: Reduced Lead Times, Avoid Double Freight charge, Extended selling time with Net Terms before invoice is due Budget: (New) Planning Assistant: $55K-$60K Sarah: ROI calculation (resource options) | → |
| Document Destruction (Iron Mountain) RFP | Supply Chain | Not Started | Not Started | — | Not Started6.29.26: Jeremy/Zach will explore any potential opportunities | → |
| Doral Valet Assessment and Recommendation | Development | In Flight | In Progress/On Track | — | Not Started6.23.26 [Strat Mtg]: Request to review reporting | → |
| Double Point Mondays | Finance | In Flight | In Progress/On Track | — | — | → |
| Downers Grove Chef Req Test | Culinary Operations | Test (Pilot) | Complete | — | — | → |
| Driving Development Program Updates | HR Core | Not Started | Complete | — | — | → |
| DTC Wine Strategy | Innovation | In Flight | In Progress/On Track | — | On-hold4.14.26 DF: Follow up with VinoShipper on NY/CA legal posture and clarify and pressure-test risk allocation. Revisit DTC launch decision & timeline after Shopify plan is confirmed. | → |
| E Gift Card | Strategy & Planning | INACTIVE | Complete | — | Complete10.31.23 Launch | → |
| Ecolab Rebates Discovery | Supply Chain | Not Started | Not Started | — | Not Started5.17.26 [Tim's List]: Add | → |
| EGM Development Program: Stretch Assignments Curriculum | Learning & Development | Not Started | — | — | In Progress/On Track6.8 Leverage EGMs to facilitate Elevate and other assignments that they can support along with operating restaurant. 4.7.26 Leveraging EGMs to deliver the Elevate developing skill level. Removed Sr EKM from this project and will add to project list at later date. 2.9.26 Angela: Underway, Sr. EKM announcement at Leadership Conference 2027 | → |
| EGMs Mentorship Program | Learning & Development | Not Started | Not Started | — | Not Started4.7.2026 Updated to be EGMs only. EKMs will be added at a later date | → |
| Elevage Wine Elevation | Wine Experience | Base Business/Ongoing | Ongoing | — | Ongoing12.23: YE; complete and ongoing - move to archive | → |
| Elevated Patio Design and Experience | Development | Not Started | — | — | In Progress/On Track6.26.26 [Jason]: implementation expected in FY26 H2; need to identify location and timeline | → |
| Employment Branding (Internal & External) - COMPLETE? | Talent Acquisition | In Flight | In Progress/On Track | — | Complete1.8.26 Closing out this "phase one." There is a new project for additional work in 2026 - "EVP Branding Enhancements." | → |
| Employment Branding/Career Website | Talent Acquisition | INACTIVE | Complete | — | Complete7.21.23: Mid Year; complete | → |
| EMV PINs for Supervisors and MTMX | Ops Development | Launch (Activate) | Complete | — | Complete5.29.24: Added to May 28 NF | → |
| EMV Returns | Ops Development | In Flight | Complete | — | Complete5.20.24: Project Closed (L4 - Low for OD&S); May 28 NF | → |
| End user computing strategy | IT | Upload | Proposed | — | — | → |
| Engagement Platform Implementation (Perceptix) | HR Total Rewards | Not Started | In Progress/On Track | — | In Progress/On Track6.8 Creating engagement survey for June/July. 5.11 Implementation in progress 4.7.26 Vendor selected Perceptix and starting implementation week of 4/13 | → |
| Enhance Security | IT | Upload | Proposed | — | — | → |
| Enhanced Financial Weekly Reporting Package | Operations | Base Business/Ongoing | Complete | — | — | → |
| Enhanced Welcome Journey (ENTERPRISE) | Wine Club & Loyalty | Not Started | — | — | In Progress/On TrackStrategy sessions in progress. Tim shared video example. | → |
| Enhanced Wine Education | Ops Development | Launch (Activate) | In Progress/On Track | — | — | → |
| Enterprise | — | — | — | 7 | — | → |
| Enterprise Risk Management (ERM) Platform/Software | Risk Management | INACTIVE | Pending | — | In Progress/On Track6/25: Decision made and onboarding Diligent and the team is building the system. 2-months to build and then begin using. 4.16.26 [Project Update Meeting] - Working with final two vendors on proposal and cost. Planning to have decision made mid-May. 3.26.26 [IT SC]: approved - based on estimated $30K cost + recurring requests for an ERM platform from the audit committee ahead of becoming public. | → |
| Enterprise, People, Fin & Acctg [PARENT] | IT | In Flight | In Progress/On Track | 2 | — | → |
| Equifax (I-9 / E-Verify) | HR Total Rewards | INACTIVE | Complete | — | Complete7.21.23 (mid year): live on 5.22.23 | → |
| Equipment Innovation/Discover | Culinary Operations | Design (Build/Plan) | In Progress/On Track | 7 | — | → |
| Equipment Strategy | Culinary Operations | Sustain/Grow (Expand/Optimize) | Complete | — | In Progress/On Track4.4.24: shift ownership to Culinary Ops; R&D supports; in flight | → |
| Equity Compensation - Education/Support | HR Total Rewards | Upload | Proposed | — | Proposed4.7.26 Still finding resource | → |
| Event/FOCH Strategic Collaborations Model/Plan | Marketing | Design (Build/Plan) | In Progress/On Track | 2 | In Progress/On Track2026: Transition to Samie; evolve approach and build multi-year plan | → |
| EVP Branding Enhancements | Talent Acquisition | — | — | — | In Progress/On Track5.14 RSC Focused video process started for Q3 completion with Ops Management focused video and Career Menu update to be completed early Q4 4.7.26 Marketing dependency is for a video 2.6.26 (Claire): Q2/Q3—marketing dependency | → |
| Executive Health Benefits Program Enhancements | HR Total Rewards | Not Started | In Progress/On Track | — | — | → |
| Expense Management > Oracle | IT | Upload | Proposed | — | DeferredPer IT prioritization meeting on 3.26.26, this is deferred to 2027+ as expense management is working okay right now. | → |
| Experiential Delivery Orders | Strategy & Planning | Not Started | Not Started | — | Not Started[IT Prioritization Meeting]: business case required in order to understand cost vs benefit. | → |
| Expired Certificate Strategy ($15, $25) | Wine Club & Loyalty | Design (Build/Plan) | In Progress/On Track | — | In Progress/On Track[Mktg portfolio status 6.18] Need to work through tactical details now that price change and red/white discontinuation complete. Walk through app vs. restaurant view experience to ensure consistency.Draft clear field guidance on grace-period handling and recovery limits. | → |
| Facilities Projects | — | — | — | — | — | → |
| Facility Site Visits (1-2 visit/year cadence) | Facilities | INACTIVE | Complete | — | Complete12.29 - completed 98 site visits 7.18.23: On track by YE at Mid Year | → |
| Field Activation: Menu/LTO Rollout Cadence & Process | Culinary Operations | Not Started | Not Started | — | — | → |
| Field Activation: Culinary Testing Practices (DG, new product/equipment) | Culinary Operations | Not Started | Not Started | — | — | → |
| Finance Projects | — | — | — | — | — | → |
| Financial Model Build Out | Finance | Not Started | Approved | — | In Progress/On Track5.14 Had initial brainstorming session. Targeting end of July to complete new model before 2027 budget process begins. | → |
| Financial Reporting: One Source of Truth (ENTERPRISE) | Finance | Approved | Approved | 5 | — | → |
| Financial Reporting: Dashboarding | Finance | Not Started | Approved | — | In Progress/On Track6.11.26 [Finance Portfolio]: Dashboarding contingent on data foundation + data governance. Risk around YE capacity once ready to go for dashboard automation; also seeing other priorities coming up. Will need to confirm true priorities for YE completion. | → |
| Financial Reporting: DATA FOUNDATION | Finance | Not Started | Approved | — | In Progress/On Track6.11.26 [Finance Portfolio]: All required data for critical reporting is available w/exception of more financial metrics (e.g. profitability). Financial metrics targeted for Q3. In Q4, will look at smaller data sources (xcart, open table) to bring in. | → |
| Financial Reporting: Data Governance | Finance | — | — | — | In Progress/On Track6.11.26 [Finance Portfolio]: Gov work complete for Simphony POS data. Jai's team wrapping up work on WC Salesforce data -- target by early Q3. Labor and pay data also by Q3. On target to finish objectives by YE. | → |
| Financial Reporting: Report Rationalization | Finance | — | — | — | In Progress/On Track3.16.26 Deprioritized a bit while focusing on data cleanliness & transaction work. Ethan & Justin to define key milestones for 2026. Focus on rationalization for current project list as scope of this project work. As BAU, will rationalize reports as part of new report creation going forward, as well. | → |
| Financial Reporting: Self-Service Module | Finance | Not Started | Approved | — | Not Started6.11.26 [Finance Portfolio]: This sounds like product more than data/report/dashboard. Need to further clarify requirements and desired user groups. | → |
| Financial Support on Major Projects (e.g., Crunchtime, Simphony, WOG, Delivery) | Finance | Base Business/Ongoing | In Progress/On Track | — | In Progress/On Track6.26.2024: In-process | → |
| Financial/Forecasting System (Discovery) | Finance | Not Started | Approved | — | Not Started3.16.26 Per discussion with Dawn, even the exploration can be deferred to 2027 for now. Too many other priorities. | → |
| Financial/Operations Reporting (One Source of Truth) | Operations | Upload | Approved | — | — | → |
| Fire Protection Provider - Remove/Replace | Facilities | INACTIVE | Complete | — | Complete12.23: Complete at YE (replaced national w/5 regional companies) | → |
| Fire Suppression: New/System Test | Facilities | In Flight | Pending | — | In Progress/On Track6.29.26 [Jeremy]: Lauren and Bob are working to implement into future designs where possible | → |
| First Aid Kit supplies & Defibrillator management Vendor change | Supply Chain | — | — | — | On-hold6.29.26: Cardio Partners has proven to be challenging; cost is high; if we want to pursue, probably need to take a different route | → |
| First Time Guest Program | Operations | BIG IDEA | Not Started | 2 | In Progress/On Track6.3.26 (high priority traffic activations): Team preparing options for next steps (end program; broaden pilot w/tweaks; roll out company-wide) to bring to DF on 6/29 or 7/7. | → |
| FOH Cross-Training Initiative | Learning & Development | INACTIVE | Complete | — | Complete1.9.26 - complete per Angela | → |
| FOH Labor Model (Busser Model Decision/Activation) | Operations | Design (Build/Plan) | Approved | 2 | In Progress/On Track1.16.26: Brought The FOH Labor model to DF. We got direction from Tim to continue the path forward to test the Host Service Assistant model in CH in 4 locations. We will continue to open CH Locations with the Busser Runner Porter LBW model. We will look to bring this back for a decision in September of 2026. | → |
| Fulfillment Projects | — | — | — | — | — | → |
| G&A Dept Level Analysis & Reporting | Finance | INACTIVE | Not Started | — | Not Started5.17.26 [Tim's List]: ADD; Dawn will need clarity | → |
| Gift Card Outlets (Walgreens, etc) | Marketing | Not Started | Not Started | — | Not Started6.25.26 [SLT Strat Session]: Activate | → |
| Gift Card Promo (retail vs bonus $$) | Marketing | Not Started | Not Started | — | Not Started6.25.26 [SLT Strat Session]: Activate | → |
| Gift Set OLO Pilot | Retail | Not Started | Not Started | — | Cancelled1.9.26: Cancelled per Sarah B. | → |
| GM/AD Role Alignment (Culinary DOK, Ownership, Leadership) | Learning & Development | In Progress/On Track | In Progress/On Track | — | In Progress/On Track5.11 Delete this project. It is merged with AD/ACM Role Alignment (Culinary DOK, Ownership, Leadership) Development Program 4.7.26 Need to discuss scope of work and clarify learning needs with Jason and Chris 3.9.26: Discuss with Jason - better understand scope of work and owner(s) {People Portfolio overview; per Chris and Angela] 2.9.26 per Angela: On AD/ACOM Meeting Agenda - first week of Feb 2026 | → |
| GM/EKM Conference 2024 | Learning & Development | INACTIVE | Complete | — | Complete3.6.24: Delivered March, 2024 | → |
| GM/EKM Development Program | Learning & Development | INACTIVE | Not Started | — | Not Started5.22.2024: Potential differ to 2025. | → |
| Go To Market Planning Approach/Master Calendar (PARENT) | Marketing | In Flight | In Progress/On Track | 4 | In Progress/On Track4.23.26 (Joe): 80% complete. Still refining and optimizing. | → |
| Grand Cru Reimagined | Wine Club & Loyalty | Design (Build/Plan) | Not Started | — | In Progress/On Track[Mktg portfolio status 6.18] Joe & Kelly have started working on strategy for reset. Want to work in improvements going forward. Target is a roll-out for 2027. | → |
| Gratuity Solutions/Daily Pay (Support) | Operations | INACTIVE | Complete | — | CompleteRolled out at all restaurants | → |
| Guest Experience Platform (Reputation Studio Replacement) | Operations | Base Business/Ongoing | Complete | — | Complete4.29.25: Will go live companywide later in May, Rep Studios ends May 26. | → |
| Guest Wi-Fi | Marketing | Launch (Activate) | In Progress/On Track | — | In Progress/On TrackNext group goes live on July 2. | → |
| Half Bottle Concept (2027) | Innovation | Discover (Blue Sky) | In Progress/On Track | — | In Progress/On Track6.8.26: Bringing wine alt packaging discussion to next week's DF, including prioritization of 375s. | → |
| HCM/HRIS Technology | HR Total Rewards | INACTIVE | Inactive | — | Pending2026: Determine timing/year in IT roadmap planning | → |
| Health & Safety Strategy (w/Ares) | Risk Management | INACTIVE | Complete | — | Complete6.7.2024: project is complete per Natalya Harvey | → |
| Hi-Po Assessment Center | Learning & Development | Create (Concept Development) | Not Started | — | Not Started2.9.26 per Angela: We have proposal for Assessment Center - dependency is the Elevate implementation | → |
| Hi-Po Development Curriculum | Learning & Development | — | — | — | Not Started4.7.26 Hi-Po A-level class, this is separate from Elevate curriculum | → |
| High End Spirits/Liquors | Operations Integration | Not Started | Not Started | — | Not Started6.17.26: Martin working up options in each major category based on pricing tiers | → |
| Hillstone Benchmarking | Strategy & Planning | In Flight | In Progress/On Track | — | — | → |
| Hiring Manager Training | Talent Acquisition | In Flight | In Progress/On Track | — | Complete5.17.2024: P8 for all 4-5 modules on Schoox. Will add as completed leading up to then. | → |
| Holiday Menu Elevation (Drive PPA/Revenue | Culinary R&D | In Flight | In Progress/On Track | — | In Progress/On Track6.4.26 [Culinary Project Review]: need clarity/vision on FY26 Q4 holidays | → |
| Holiday/Party in a Box | Innovation | Not Started | Not Started | — | Not Started6.25.26 [SLT Strat Session]: Develop | → |
| Host and TRA Activation Training | Learning & Development | Not Started | Not Started | — | Complete6.17.2024: Added by Angela Brantley. Timing: 2024 Q2 and Q3 and just completed the All Team Meeting portion | → |
| Host Service Assistant + Porter | Ops Development | Test (Pilot) | In Progress/On Track | — | — | → |
| Host Stand Efficiencies | Operations | — | — | 5 | Complete2026 scope: Optimize the host stand through Open Table management and any other data analysis and actioning. | → |
| Host-Lead Host Position & Planner Responsibilities (SUB) | Ops Development | Sustain/Grow (Expand/Optimize) | Complete | — | Complete10.17.24: Separated into sub projects. | → |
| Host-OpenTable Chit (SUB) | IT | Sustain/Grow (Expand/Optimize) | Complete | — | Complete10.17.24: Separated host projects into sub projects. Test complete, adding to New Lenox soon (timing TBD). | → |
| Host-OpenTable GuestShare | Operations | Base Business/Ongoing | Complete | — | Complete4.21.25: GuestShare is live companywide (go live April 21). | → |
| Host-Re-Positioning Team Members at the Host Stand (SUB) | Ops Development | Sustain/Grow (Expand/Optimize) | Complete | — | — | → |
| Host-Salesforce Integration (SUB) | IT | Discover (Blue Sky) | On Hold (work paused) | — | On-hold[6.15.26 IT Portfolio Meeting]: Given the incomplete email and phone number data in Salesforce, it likely does not make sense to create this integration at this time. Recommendation is to first solve the data problem. | → |
| Host-Sidework (SUB) | Ops Development | Sustain/Grow (Expand/Optimize) | Complete | — | Complete10.17.24: Separated into sub projects. | → |
| Host-Tag Cleanup | Marketing | Base Business/Ongoing | Complete | — | — | → |
| HotSchedules Team Member Unpaid Time Off Approval Process | Ops Development | Base Business/Ongoing | In Progress/On Track | — | Complete10.3.24: With the necessary permissions, Team Members have the ability to edit their availability and then submit their changes for manager approval. | → |
| HotSchedules Upgrade (Simphony) | IT | INACTIVE | Complete | — | Complete6.17.24: Complete (per Susan) | → |
| Hourly Performance & Merit Program | HR Core | In Progress/On Track | In Progress/On Track | — | In Progress/On Track6.8 Measure results monthly after July 9 increases go into effect. Review how impacts midyear increases that are typically requested. Next steps are TBD. 5.11 Merit training this week. Reduced to 3 Pilot locations per Jason. Increases will be in effect July 9. 4.7.26 April 8 is pilot kickoff training the 5 locations 2.4.26: Materials complete - Jason to select pilot locations for 202 | → |
| Hourly Retention Initiative | HR Core | Not Started | In Progress/On Track | — | In Progress/On Track6.8 Met with Sr Directors to look at Dashboard and next steps to move to field. Collaborating on June/July for engagement survey with new vendor Perceptix. 5.11 Dashboards and Engagement review and rollout Dashboard to Ops. Reviewing Pulse plans, and a new set of bottom 12 restaurants for focus | → |
| Hourly Team Member Check-Ins | Ops Development | INACTIVE | Complete | — | Complete11.1.23: adding per Tom R; connected to MTMX role | → |
| Hourly TM Wage Management: Centralized Process | HR Total Rewards | In Progress/On Track | In Progress/On Track | — | Pending6.8 Reviewing in IT Steering Committee. Updated data and explanation on manual process for the IT discussion. This project would make Paylocity as the system of record. Complete the Business Case Template. Need to review with Chris on the details of this. 4.27.26 [IT Prioritization Meeting]: Per James, this has been resolved via other development work and no longer needs IT support. James confirmed as much with Chris. HR team should confirm whether there is any other work needed as part of this project or if it can be closed. 4.7.26 Dependent on Paylocity/Symphony integration. There may be a possible Paylocity API solution- looking into this. Tim notes 1.7.26: Structured Pay Increases for hourlies - Tenure based. Analysis first. | → |
| HR Analytics - Retention Metrics (Technology) | — | Not Started | Behind (delayed) | — | CancelledCan be closed per Katie B. | → |
| HR Projects | — | Not Started | — | — | — | → |
| HR Total Rewards Projects | — | Not Started | — | — | — | → |
| IL Meal Breaks - Wage & Hour | HR Core | Design (Build/Plan) | On Hold (work paused) | — | Pending6.8 Working with James N and Jai on prioritization, or if there is a BI solution 5.20 [IT Prioritization Meeting]: Need to quantify risk vs cost/time to implement in a business case. Per James, Simphony does not seem to have the functionality required, which would mean investment in a separate labor management solution. 5.13 Need support to prioritize 4.11.26 HR to follow up with James for options 4.10.26: Meeting with James N on 4/24 for IT support 2.4.26: Contingent on IT Support - desired but need to confirm5.13 | → |
| IL Pay Transparency - Wage & Hour | HR Core | Design (Build/Plan) | In Progress/On Track | — | Complete2.4.26: Law was effective Jan 1 so this is live | → |
| In House Service Tech Test | Facilities | In Flight | Pending | — | In Progress/On Track6.29.26 [Jeremy]: Malcolm in role for ~30 days; directionally positive - potential savings for R&M - determine timing (if/when to move forward further to capitalize on initiative) | → |
| In Restaurant Conversion Project: Phase 3 (ENTERPRISE) | Operations | In Flight | In Progress/On Track | 4 | In Progress/On Track9.9.25: Pilot system in FY25 Q4 with launch in FY26 Q12.2.26 (Bryan): Pilot documentation underway. Shooting for a mid march pilot and a June rollout brand wide. | → |
| Income Tax Transition to PwC | Accounting | INACTIVE | Complete | — | Complete7.31.23: as reported at mid year | → |
| Infrastructure & Ops [PARENT] | IT | In Flight | In Progress/On Track | 4 | — | → |
| Initiative Support TBD (aligned to 2026 priorities) | Learning & Development | Upload | Approved | — | — | → |
| Insurance Certificates Platform | Risk Management | In Flight | Proposed | — | Pending6/25: Broker's system not ideal, but will do an additional demo just on certificates. 4.16.26 - Lara reviewing broker's system that will cost nothing and may work, but need to confirm. Do not need to wait if no-cost system is determined to be sufficient. Lara to continue the process of analyzing the system. 3.26.26 Per IT SteerCo discussion with Matt/Lara/Tim/Dawn/Dave, this is deferred to 2027+. | → |
| Insurance Renewal (includes analysis of self-insurance program) | Risk Management | INACTIVE | Complete | — | Complete2023 year-end: complete | → |
| Integration stabilization / optimization | IT | Upload | Proposed | — | — | → |
| Internal Career Site Education (Internal Mobility, TM Referral) | Talent Acquisition | INACTIVE | Complete | — | Complete5.22.2024: Complete per Claire | → |
| Internal Controls (Phase 3) | Accounting | INACTIVE | Complete | — | Complete12.23: Complete at YE | → |
| Internal Price Audits & Pre Audits | Supply Chain | Not Started | Not Started | — | Proposed6.29.26: Proposed/Not Started - pending bandwidth and some Sysco issues; same status (slightly moved forward) | → |
| IT (Technology) Projects | — | Not Started | — | — | — | → |
| IT 3 Year Strategy (ENTERPRISE) | IT | Not Started | — | — | — | → |
| IT General Controls & PCI Level 4.0 Readiness | IT | In Flight | In Progress/On Track | — | Cancelled4.6.26 James: PCI Level 1 complete, ITGC Program in progress. Not needed. | → |
| IT Ops Partnerships for scale | IT | Upload | Proposed | — | Cancelled5.13.26 [IT Prioritization Forum]: this can be deleted. | → |
| ITGC Remediation | IT | Upload | Proposed | — | In Progress/On Track4.6.26 per James: this is in progress. | → |
| IVR | M&GS | In Flight | In Progress/On Track | — | Complete1.14.26 Complete per Anthony I. | → |
| IWCP Smartsheet Tool | Operations Integration | Design (Build/Plan) | Behind (delayed) | 3 | Behind4.6.26: Rep at Migso had to take LOA. They are looking for a new rep to dedicate to our work. Looking for update week of 4/13. Test will have to push to late May early June 3.24.26: Kick off with Migos to redevelop tool based on new business rules. There will be some significant work to change performance coaching to "1 in x stage gates" vs "time in stage" methodology 3.17.26: New business rules agreed on internally at RSC 3.4.26: agreements established; final software development moving forward | → |
| IWCP Tool Pilot | Operations Integration | Design (Build/Plan) | In Progress/On Track | — | — | → |
| IWCP Tool Rollout | Operations Integration | Design (Build/Plan) | In Progress/On Track | — | — | → |
| Jan 2026 New Beverages: Performance Analysis | Operations Integration | Not Started | Not Started | — | — | → |
| Jobvite Reporting | Talent Acquisition | Sustain/Grow (Expand/Optimize) | In Progress/On Track | — | In Progress/On Track5.17.2024: Jobvite troubleshooting source reporting; Will evaluate PI metrics in Q3/Q4 | → |
| KEC RFP Award | Supply Chain | INACTIVE | Complete | — | Complete10.15.24 [YE}: Completed (awarded Ed Don) | → |
| Kitchen 2.0 (Layout Optimization/Design) | Culinary Operations | Sustain/Grow (Expand/Optimize) | Complete | — | Complete4.4.24: connected to larger RL Margin work; Profitality prototype design recommendation ~5.23.24; Trimark ~5.16 11.19.25- Opened Greensburo with Kitchen 2.0. Need to start looking at ROI with labor savings and retrofitting legacy restaurants. | → |
| Kitchen Carryout Station Review/ Redesign | Culinary Operations | INACTIVE | Not Started | — | Complete3.6.26 [Culinary Project Review]: Complete per Kevin | → |
| Kitchen Design 2.0/Equipment Strategy | Culinary Operations | In Flight | In Progress/On Track | — | Complete6.4.26 [Culinary Project Review]: implementing in all going forward; Pleasant Prairie initiated | → |
| Kitchen Equipment Test | Culinary Operations | Base Business/Ongoing | Complete | — | Complete3.28.25: Equipment damaged in freight; pending parts | → |
| Kitchen Training Elevation | Learning & Development | Not Started | Not Started | — | Not StartedREMOVE - PART OF TRANSFORMATION; FOLLOWS FOH 9.27.24: Team Member Insight items combined for project | → |
| Kleenex Towels for Tork Dispenser | Operations | Base Business/Ongoing | Complete | — | Complete1.20.25: Rollout in Jan 21 News Flash. | → |
| Knife Sharpening Program Revamp | Culinary Operations | Base Business/Ongoing | Complete | — | — | → |
| Knife Sharpening Test (SAFETY) | Ops Development | INACTIVE | Complete | — | Complete1.8.24: Rollout scheduled for 2.27.24. | → |
| L&D Projects | — | Not Started | — | — | — | → |
| Labor Model Updates (GPLH) | Finance | In Flight | In Progress/On Track | — | Complete7.8.2024: Test was moved from 7.9 to 7.16 6.26.2024: In-process | → |
| Labor Study/Time in Motion | Culinary Operations | In Flight | In Progress/On Track | — | Complete3.15.26: Complete | → |
| LANDED: AI Applicant Engagement | Talent Acquisition | Base Business/Ongoing | Complete | — | CompleteLast group, group 4 went live on Sept 29, 2025 | → |
| LAUNCH: Celebration Dessert Reimagined (COGs) | Culinary Operations | Base Business/Ongoing | Complete | — | Complete4.3.26: Dessert rolled out 4.2. New Celebration Plate-Sample for approval week of 4.2 then 6-8 week lead time before available for restaurants-possibly June. 3.6.26: Target rollout completion by end of April | → |
| LAUNCH: Reusable Wine Bags | Supply Chain | In Flight | In Progress/On Track | — | In Progress/On Track6.29.26: preparing for release July 26 | → |
| Leadership Development/Competencies (ELEVATE) | Learning & Development | — | — | — | In Progress/On Track6.8 End of July Rolled out 13 foundational courses. Mid-July Conduct 180 Leadership Assessment (Perceptix) Aug-Oct. EGMs will lead 3 developing leaders skill workshops on top 3 gaps identified by operations feedback4.7.26 Rolled out 6 foundational skills, with 7 more in process 1.14.26: Elevate Leadership Framework Launch to the Field (see comms attached) 7.19.24: TiER1 selected and finalizing contract; kick off in Aug | → |
| Learning Management System Implementation | Learning & Development | Launch (Activate) | Complete | — | Complete9.5.23: full launch | → |
| Lease Accounting Tool Exploration | Accounting | Upload | Approved | — | In Progress/On Track[Acctg Portfolio Status 6.12.26]: Oracle tool evaluation in progress (owner: Peter). If Oracle tool doesn't meet biz requirements, can look at lease admin tool that Development team is looking at. Goal by YE will be to arrive on tool approval; implementation details + staffing depend on tool decision. Assumption that IT will provide validation support in Q4. | → |
| Lease Admin Tool | Development | — | — | — | Complete6/29: [Per Jennifer Lesyna] We have officially executed a contract with Lease Command, and the Development Department will be funding the implementation and ongoing costs associated with the system. Tyler has been leading the implementation process and will serve as the primary administrator moving forward, managing system updates, enhancements, and ongoing maintenance. 6/25: System live and using. 4.16.26 [Project Update Meeting] - IT and Legal have signed off and approved. Legal will pay for the system (Rob to find the name). Jen to provide cost and timing specifics. 3/23 [Convo with Rob] - We should keep this on the list. Rob will provide an update from Jen Lesyna who’s leading an upgrade on this system. Dawn: "I'm hearing through the grapevine that Development is looking for a lease admin tool. If so, could we add it to the department list? It would have cross functional implications for IT, as well as we'd want to evaluate it in conjunction with a project on the accounting list, the lease accounting tool." | → |
| Leftover Food Container | Operations | Launch (Activate) | Complete | — | Complete10.9.24: Complete per Tom Roos | → |
| Legal Projects | — | Not Started | — | — | — | → |
| LEGAL/IPO: First proxy statement, report on Form 10-K, annual stockholder meeting, quarterly 10-Q filings | Legal | Upload | Approved | — | On-holdCarryover as we work to go public - Suspended | → |
| Life Balance Innovation (phase 2) | Culinary R&D | Upload | Cancelled | — | Cancelled6.4.26 [Culinary Project Review]: no further action | → |
| Life Balance/Gluten-free Menu Revitalization | Culinary R&D | Create (Concept Development) | In Progress/On Track | — | In Progress/On Track6.1.24: Shift Life Balance to Spring 25 | → |
| Liquor Orders One Stop Shop (REMOVE?) | Supply Chain | INACTIVE | Deferred | — | Complete1.8.26: Complete & can be closed out, per Jeremy L. | → |
| Local Store Marketing Playbook | Marketing | In Flight | In Progress/On Track | 2 | In Progress/On Track2026: Reset with Samie's leadership | → |
| Loss Prevention Program | Risk Management | Base Business/Ongoing | In Progress/On Track | — | Cancelled1.15.26 Cancelled per Lara/Matt. | → |
| Lower Priced Non-Alcoholic Wines | Innovation | In Flight | In Progress/On Track | — | — | → |
| Loyalty Implementation | IT | Upload | Proposed | — | — | → |
| Loyalty Platform/WINGS Replacement (SUB) | IT | Discover (Blue Sky) | In Progress/On Track | — | In Progress/On Track9.23.24: RFI underway; selection by YE | → |
| Loyalty Program 2.0 (ENTERPRISE/PARENT) | Strategy & Planning | Create (Concept Development) | In Progress/On Track | 3 | In Progress/On Track2.12.26: Internal work session (including Tim) to narrow program design/structure; see notes | → |
| LRT & WC Facilitator Roles > MTMX | HR Core | Design (Build/Plan) | Complete | — | Complete1/5/26 notes from Tim: LRT & WC Facilitator into MTMX 2.9.26 after review with Tim/Jason: need to confirm if LRT Trainer project is completed. Add MTMX role review under core HR (remove from here). | → |
| LSM Middleton | Marketing | Not Started | Pending | — | Pending5.21.2024: Recommendation shared with Ops; pending approval. Execution starts May/June | → |
| LSM Playbook/Targeted Marketing Planning and Systematic Approach | Marketing | Not Started | Not Started | — | Not Started6.25.26 [SLT Strat Session]: Deeper, more methodical, and more prescriptive planning with playbook documentation to support Bottom Performers | → |
| LTIP Program Enhancements | HR Total Rewards | Not Started | In Progress/On Track | — | In Progress/On Track6.8 Evaluating onboarding call for new participants. 5.11.2026 Enhancements (6th year added for fully vested) completed. Contingent on transactions, monitoring | → |
| Lunch Menu Enhancements (value) | Strategy & Planning | INACTIVE | Complete | — | CompleteIncorporated into Seasonal Value; go live 7.10 | → |
| Lunch Menu Exploration | Culinary Operations | INACTIVE | Complete | — | Complete3.18.26: Assessment/operational feasibility complete; recommendation to design and test; see TEST Lunch Menu project | → |
| Lunch Tasting Flight | Wine Club & Loyalty | INACTIVE | Complete | — | — | → |
| Lux Bottle Upgrade in WINGS | Ops Development | Cancelled | Cancelled | — | Cancelled9.27.24 [TM Insights]: see notes below; financial analysis to inform decision and potential future testing | → |
| Lux Sparkling Replacement | Wine Experience | INACTIVE | Complete | — | Complete6.13.23: on track for in restaurant launch by Dec 112.22: Year-end - completed | → |
| LYFE Kitchen Brand & Marketing Strategy | Marketing | Not Started | Not Started | — | In Progress/On TrackWorking through foundational Crawl elements to drive initial foot traffic | → |
| LYFE Kitchen Integration | Strategy & Planning | In Flight | — | — | — | → |
| LYFE P&L and Forecasting | Finance | Not Started | Not Started | — | Proposed6.7.26: proposed per Dawn | → |
| LYFE SLT Standards & Expectations | Office of the CEO | In Flight | In Progress/On Track | — | — | → |
| M&A Exploration | Strategy & Planning | BIG IDEA | Inactive | — | — | → |
| M&GS automation / self service | IT | Upload | Proposed | — | — | → |
| M&GS Capacity/Response Time Plan | M&GS | In Flight | In Progress/On Track | — | In Progress/On Track5.20.2024: Craig in Finance compiled all data. We are bringing to decision forum next week for staffing approval. Currently in process of hiring 2 part-time TMs, offers have been sent to them. | → |
| M&GS Metrics and Dashboard Reporting | M&GS | In Flight | In Progress/On Track | — | Complete1.14.26 Complete per Anthony I. | → |
| M&GS Modernization/Technology Roadmap | M&GS | INACTIVE | Pending | — | Pending6.24.24: Pending some further discovery; likely add to 2025 IT Roadmap | → |
| M&GS Org Assessment and Evolution | M&GS | In Flight | In Progress/On Track | — | In Progress/On Track6.26.26: Org and talent assessment and enhancement planning (with Kara Packwood now in role) | → |
| M&GS Performance Management/Metrics | M&GS | Not Started | — | — | In Progress/On Track6.4 (Anthony): email dashboard is live but not yet in use. Supervisors have access. Can consider this complete once live with team by end of June. If we move away from Qualtrics in the future, can create new project. 5.21 (Anthony): Call dashboard went live this week in PBI. Email dashboard: draft built in Qualtrics this week; will look to get feedback & request tweaks over next few weeks. In next few weeks should transition. 4.23.26 (Anthony): Call dashboard is built - waiting to be published into PBI. Validating numbers. 95% done. Email metrics: Qualtrics still working on first draft, have not seen yet. TBD on timing. | → |
| M&GS Staffing for Volume | M&GS | In Flight | In Progress/On Track | — | — | → |
| M&GS Team Member Scheduling | IT | Upload | Proposed | — | — | → |
| Magnum Strategy - 2026 Elevated Campaign/Program | Innovation | — | — | — | On-hold2.27.26: On hold, next year | → |
| Manager Schedule in HotSchedules (SUB) | Operations | Test (Pilot) | Complete | — | Complete3.23.26 (Bryan)- Finance has developed a new tool for the restaurants to utilize to schedule supervisors by volume where managers do not have to enter their schedules into hot schedules. Feedback from the field in this test was it was painstaking and a very manual process to enter manager schedules in bulk into hot schedules. It was also difficult to manage monthly schedules in Hot Schedules when the platform only gives you a week over week view. Schedules still have to be written in excel and then re-entered into hot schedules causing double work. | → |
| Manager WC Coaching Training | Learning & Development | Create (Concept Development) | Not Started | — | In Progress/On Track6.8 Gathered feedback from ops survey, not identified as a gap. Discussion on adding this as part of other Elevate Skills. 5.11 This is an Elevate Developing Skill Level | → |
| Marketing Ecosystem (ENTERPRISE) | Marketing | Approved | Approved | — | — | → |
| Marketing Ops & Measurement | Marketing | Not Started | Not Started | — | Complete4.23.26 (Joe): meeting established and muscle established. marking complete, acknowledging refinement to continue. | → |
| Marketing Projects | — | Not Started | — | — | — | → |
| Martec | IT | Design (Build/Plan) | In Progress/On Track | — | In Progress/On Track2.23.25: Project Kickoff on 3.4.25 with Design Q1/Q2, Phase 1 Q3/Q4, Phase 2 2026 | → |
| Medallion Alternatives - R&D | Strategy & Planning | Not Started | Not Started | — | — | → |
| Medical/Rx RFP and Self-funding Analysis | HR Total Rewards | In Flight | In Progress/On Track | — | Complete6.19.24 (Mid Year): implementation in progress1.13.26: Per Katie B, this was completed as of the plan year starting 10/1/24. | → |
| Member & Guest Services Projects | — | Not Started | — | — | — | → |
| Member behavioral performance (PARENT) | Marketing | Discover (Blue Sky) | Not Started | 3 | In Progress/On TrackFocused on driving Discover CH, Barrel Reserve while working on Wine Segmentation on the back-end for targeted activitation later this year. Scope: drive member behavior based on persona/group-specific analysis | → |
| Member Login Obstacle Analysis | M&GS | Discover (Blue Sky) | In Progress/On Track | — | In Progress/On Track6.4 (Anthony): Team is manually tracking issues. Submitting tickets if it's consistent feedback. IT also built out textIQ to parse out issues from emails. Solving for two things: Member Login IssuesWine Club Email Volume: 80+% of volume is wine club tickets 5.21 (Anthony): Still working on process to enable visibility on what IT is working through around priorities. For the one "big" issue -- app log-out -- they're in progress & hoping to roll out the fix on Monday. 4.23.26 (Anthony + Joe): Anthony to start log w/ prioritized issues for IT to tackle. | → |
| Member Pricing Test | Strategy & Planning | In Flight | In Progress/On Track | — | In Progress/On Track6.10.26 [GM]: testing as part of Member Nights; pending results explore broader strategic approach (lunch, etc) | → |
| Member Signature Shut Down (complete 7.11.24) | IT | INACTIVE | Complete | — | Complete7.11.24: Shut down complete | → |
| Member Social (BPU Event) Evolution | Wine Club & Loyalty | Create (Concept Development) | Not Started | — | In Progress/On Track[Mktg portfolio status 6.18] we have next event earmarked for August & will need another event in Q4. Will need to plan out 2027 by YE, as well, incorporating this tool. | → |
| Menu Cycle 2026 (MASTER) | Culinary R&D | Not Started | — | 7 | — | → |
| Menu Cycle/Cadence: Annual, HH, Brunch Plan | Culinary R&D | Base Business/Ongoing | Complete | — | Complete9.11.24: added | → |
| Menu Data/Product Hierarchy - One Source of Truth | Strategy & Planning | INACTIVE | On Hold (work paused) | — | On-hold3.18.26: HOLD due to the significant scope/lift and need for cross-functional input | → |
| Menu Initiatives & Ideation | TBD | Not Started | Not Started | — | — | → |
| Menu Reduction/Simplification (TCE Initiative) 2026 (ENTERPRISE/PARENT) | Strategy & Planning | In Flight | In Progress/On Track | 5 | In Progress/On Track1.29.26 [DF]: Alignment on workstreams coming out of TCE Readout | → |
| MID Program Enhancements/Launch | Learning & Development | In Flight | In Progress/On Track | — | In Progress/On Track6.8 Had Ops alignment meeting 5/24. 5.12 MID Discovery launched surveys and focus groups 2026 Scope: Build, finalize, launch | → |
| Mobile Kitchen (Temp Test Kitchen Exploration) | Supply Chain | Discover (Blue Sky) | In Progress/On Track | — | Pending6.29.26: information provided to Jason; pending decision/direction | → |
| Monthly G&A Reporting Process | Finance | INACTIVE | Complete | — | Complete2023 YE: COMPLETE | → |
| Monthly Ops Financial Reporting Package (Costs) | Finance | INACTIVE | Complete | — | Complete2023 YE: COMPLETE | → |
| MTMX Certification/Lead MTMX | Learning & Development | In Flight | In Progress/On Track | — | Complete10.24: Phase 3 launched in August 2.24: Design in flight 3.24 - 7.24 Execution | → |
| MTMX Expansion Plan | Ops Development | INACTIVE | Complete | — | Complete12.8.23 YE: projecting 32-35 at YE; complete by FY24 Q2 | → |
| MTMX Phone Lines | Ops Development | Base Business/Ongoing | Complete | — | — | → |
| MTMX Role Review | HR Core | — | — | — | In Progress/On Track6.8 Next steps is conducting focus groups Week of 5.4 Jason approved to move forward. Shared scope with Paula and Srs. Now gathering results for a future DF TBD. 2.9.26 NW: added during project list review with Jason and Tim, when discussing L&D project previously titled "LRT & WC Facilitator Roles > MTMX." | → |
| MTMX-Standards Assessment | Learning & Development | Launch (Activate) | Complete | — | In Progress/On TrackMOVE THIS; CLOSED/COMPLETE FOR L&D 7.30.24: Pilot is complete, we are moving to rollout | → |
| MTMX-Success Reporting and Analysis | Ops Development | In Flight | Complete | — | Complete5.7.2024: Pat and Tom working on this and will have done by end of P5. | → |
| MTMX-Transition to Operations | Ops Development | INACTIVE | Complete | — | Complete5.20.24: Project Closed (Hot! - Top Ten Item for OD&S) | → |
| New Builds 2025 CH (8) | Development | Not Started | — | — | — | → |
| New Builds 2025 PB (2) | Development | Not Started | — | — | — | → |
| New Builds 2026 CH (10) | Development | Upload | Approved | — | — | → |
| New Builds 2026 PB (2) | Development | Upload | Approved | — | — | → |
| New HIre Uniform Distribution & Anniversary | Ops Development | INACTIVE | Complete | — | Complete10.3.24: Added to October Ops Standards Focus | → |
| New Market Plan (3-5 Year) | Development | Upload | Approved | — | In Progress/On Track6/25: Need STRAT to help identify a solid definition for a new market for the BOD. 4.16.26 [Project Update Meeting] - Need to update this for the BOD. New market consists of Time & Geography. Need to define what constitutes a new market (is Noonan, GA a new market?) Need STRAT to help identify a solid definition for a new market for the BOD. Marketing should take the lead in identifying new markets. | → |
| New Member Welcome Event/Reception | Wine Club & Loyalty | In Flight | In Progress/On Track | — | In Progress/On Track4.23.26 (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. | → |
| New NRO Retail Footprint Strategy | Retail | Upload | Proposed | — | ProposedNW 1.30.26: TK said this was complete, but that differs from the notes from Sarah from YE below. Need to validate project scope & intent. Previous notes from Sarah: Define strategy/scope in Q1; partnership w/DevelopmentLaunch 2027 Potential funding/resource in 2026 - consultant | → |
| New Year's Day Menu | Strategy & Planning | Not Started | Not Started | — | — | → |
| Next Tier Private Event Menu (Higher Price Point than Lux) | Ops Development | Design (Build/Plan) | Not Started | — | — | → |
| No/Low Product Line | Innovation | Measurement | In Progress/On Track | — | In Progress/On Track5.27.26: Adding L+B red sangria to July Chef Rec cards to deplete remaining inventory before product expiration. | → |
| Non-alcoholic Wines (product line) | Innovation | Create (Concept Development) | In Progress/On Track | — | In Progress/On Track5.2028: Ruby Red in development. | → |
| Non-Housewares Retail Line Development | Retail | Upload | Proposed | — | CompletePer Sarah B: completed in 2025 with Wine Girl Apparel and Travel with Wine strategies. | → |
| Non-WC TM Incentive Program (Cooper's Credits) - CHEERS Program | Operations | Base Business/Ongoing | Complete | — | Complete9.18.24: Go live at all CH Core restaurants on Oct 3 (PB to follow) | → |
| Non-Wine Membership | Strategy & Planning | In Flight | In Progress/On Track | — | In Progress/On Track6.25.26 [SLT Strat Session]: Reprioritize; next step discussion schedule re: activation/prioritization against loyalty on 7.1 | → |
| NRO 2-4 Year Performance Ramp | Operations | Not Started | Approved | — | Proposed9.9.25 [GM]: Proposed per SSS Decomp efforts | → |
| NRO Design Refresh + Cadence/Standards | Development | In Flight | In Progress/On Track | — | Cancelled10.8.24 [YE}: Added House of Form project; include frequency/cadence of new design | → |
| NRO Gratuity | Ops Development | INACTIVE | Complete | — | Complete4.23.24: Pilot Guide is ready for NRO Mock Service | → |
| NRO Olo Strategy | Operations | Base Business/Ongoing | Complete | — | — | → |
| NRO Pre-Opening Ops Costs | Operations | Sustain/Grow (Expand/Optimize) | In Progress/On Track | — | In Progress/On TrackPhase 1 complete- $120k savingsPhase 2- In progress- Additional $60k savings | → |
| NRO Sales Transfer Alignment | Finance | Not Started | Not Started | — | Proposed6.7.26: proposed per Dawn (see email) | → |
| NRO Training Review | Operations | Not Started | Approved | — | In Progress/On Track3.5.26: Need to get with Chris and Angela to determine timeline when Kitchen training will be in Schoox to remove a day of training in NROS | → |
| NRO Value Engineering (Cost to Build/ROI) - PHASE 2 (SUB) | Development | In Flight | In Progress/On Track | — | Ongoing6/25: Ongoing. Update shared during May BOD with further updates during Development Meetings with Tim. 4.16.26 [Project Update Meeting] - Seven Hills is the prototype Noonan, GA will be the VE 2.0. Lisa putting the content/slides together. 2026: Reset for phase 2; first location w/full VE phase 1 program implemented planned for Seven Hills, OH in FY26 Q3 | → |
| NRO Value Engineering/Cost Optimization (ENTERPRISE/PARENT) | Operations | In Progress/On Track | In Progress/On Track | 2 | In Progress/On Track6.30.25 [Mid Year]: first full ramp in Green Township, OH | → |
| NTE Optimization/Decision Tree | Facilities | INACTIVE | Complete | — | Complete12.29 - completed 7.18.23: Reduce to provide visibility and improve decision tree; on track at Mid Year; move to Ongoing at YE23 | → |
| Oct WOM Velvet Bag | Retail | In Flight | In Progress/On Track | — | In Progress/On Track5.22.2024: Sample with embroidery due to arrive 5/23 | → |
| Off-site Charity Day | HR Core | In Flight | Complete | — | Complete8.7.24: in active completion currently | → |
| Ohio Distribution | Innovation | In Flight | In Progress/On Track | — | In Progress/On Track6.24.26 [Strat Mtg]: Tim to schedule follow up discussion with Nexterra, TK, Andrew | → |
| OLO-Add Gratuity Function | IT | Launch (Activate) | In Progress/On Track | — | Complete10.29.24: Goes live on Oct 31, 2024 | → |
| Open Table API + Chit Printers - TEST (Technology) | IT | Launch (Activate) | In Progress/On Track | — | In Progress/On Track10.14: Test in New Lennox Completed. Launch in NROs 5.17: approved to move forward; need to have this work prioritized (TK is addressing); prep for chit printer pilot in South Barrington timing TBD (Ops Dev mtg) | → |
| Open Table Optimization | Operations | INACTIVE | Complete | — | Complete6.24.24: Scope Includes Increasing Availability Online, Capacity Optimization and Reporting, Standardized Settings | → |
| Open Table Optimization and Campaign Strategy | Marketing | In Flight | In Progress/On Track | — | In Progress/On Track6.25.26 [SLT Strat Session]: Activate | → |
| Operations Analytics, Dashboards, Reporting | Operations | Not Started | Not Started | — | In Progress/On TrackEthan in development of reporting | → |
| Operations Projects | TBD | — | — | — | — | → |
| Operations Talent Review/Planning and Field Performance | HR Core | In Flight | In Progress/On Track | — | In Progress/On Track4.19.24: Field succession tools complete; Field Performance and Talent Review in Apr 24; rollout at AD meeting and GM conference; follow up comms in Newsflash in May | → |
| Ops Hourly Performance Reviews / Focal Point Review | HR Core | Not Started | Not Started | — | Not Started4.26.2024: added per Kristen. Establish a structured process to assess performance and merit increases for hourly TMs. | → |
| Ops Integration Projects | — | Not Started | — | — | — | → |
| Ops Org Structure: 2 AGMs/Restaurant | Operations | Base Business/Ongoing | Complete | — | Complete3.19.24: added (part of People Development/L&D discussion); connected to People SMART initiative | → |
| Ops Pay for Performance/Merit Process (Salaried) | HR Core | Design (Build/Plan) | In Progress/On Track | — | In Progress/On Track3.24: Intro FY24 Q1 (GM conference) with full implementation in FY25 | → |
| Oracle Close Manager | Accounting | INACTIVE | Complete | — | Complete12.23: Complete at YE | → |
| Oracle Enhancements | Accounting | INACTIVE | Complete | — | Complete7.31.23: in progress at mid year (see scope in description) | → |
| Oracle Payables Workflow for RSC Invoices | Accounting | INACTIVE | Complete | — | Complete12.23: Complete at YE | → |
| Order Accuracy Check List | IT | Design (Build/Plan) | Not Started | — | — | → |
| Order Ahead WOM/Retail w/Expedited Pickup (Starbucks) | IT | Not Started | Not Started | — | Deferred5.13.26 [IT Prioritization Forum]: deferred to 2027+. Combining Retail and WOM pickup adds significant complexity. If just WOM pickup would likely be large. | → |
| Org Development/Lunch & Learn Series | Strategy & Planning | Not Started | — | — | Proposed3.1.26: Proposed to resume based on feedback from HR | → |
| Pack the House, Pop the Cork Challenge | Operations Integration | Launch (Activate) | In Progress/On Track | — | CompleteAnnouncing the winners in November | → |
| Packaging Alignment (bottle bags, carryout stickers) | Marketing | INACTIVE | Complete | — | Complete6.7.2024: Stickers and bags aligned. Project complete. | → |
| Parmesan Cheese Block | Supply Chain | Base Business/Ongoing | Complete | — | CompleteNews Flash Sept 2, 2025 | → |
| Partnership Program Growth | Marketing | Upload | Proposed | — | Not Started6.25.26 [SLT Strat Session]: Develop | → |
| Pay at the Table (QR Code) | IT | Not Started | Behind (delayed) | — | On-hold5.20.26 (IT Prioritization Outcomes): business case required. | → |
| Pay in CH App (MS) Check Print | Ops Development | INACTIVE | Cancelled | — | Cancelled4.22.24: Cannot find evidence of an issue. Spoke with IT, WCF (Kelly), and NRO team. Cannot find a related IT Ticket. Archiving this project. | → |
| Pay with Apple Pay Dining Room/ Bar | IT | Launch (Activate) | In Progress/On Track | — | Cancelled2.18.26 merged with other Apple Pay project | → |
| Paylocity/Simphony Integration (SUPPORT) | HR Total Rewards | INACTIVE | Closed | — | Cancelled6.8.26: see Hourly TM Wage Management: Centralized Process (duplicative project); MOVE TO CLOSE | → |
| Payments 2.0 | IT | Upload | Proposed | — | ProposedPer James 2/4: question mark until we understand what Shift Four is willing to come back with; they might force us to use their platform for POS. | → |
| Payments 2.0 (TBC) | IT | Upload | Proposed | — | Cancelled5.20.26 Nora: cancelling as this is a duplicate of the other Payments 2.0 project. | → |
| Payments Processor Transition | Finance | Not Started | Not Started | — | On-hold[IT Portfolio Meeting 6/15] Still pending financial analysis of whether Shift 4 has increased costs meaningfully, warranting an RFP. Also still pending response from Shift 4 on whether they can support the BofA transarmor tokens if they're suggesting we use them ETE. New VP of applications to own this work and understand the need/timing. May shift to 2027+. | → |
| PB Barrel Reserve | Strategy & Planning | Base Business/Ongoing | Complete | — | Complete9.23.24: Installed by the end of Oct. / early Nov (per Lisa) | → |
| PB Brand Evolution and Marketing Strategy | Marketing | In Flight | Proposed | — | Cancelled1.27.26 Per Samie + Tim, cancel - no PB brand evolution in scope in 2026. Marketing strategy is day-to-day work. | → |
| PB Bread Service | Culinary R&D | Create (Concept Development) | Not Started | — | In Progress/On Track5.5.26 DF: Decision to move forward without printing bread on menu; will be offered verbally only at $5.99 price point. | → |
| PB Brunch | Culinary R&D | INACTIVE | On Hold (work paused) | — | On-hold2.2.26 [Tasting]: Presented ideation; HOLD for now | → |
| PB Catering Menu | Culinary R&D | Not Started | Not Started | — | — | → |
| PB Chef Recs | Culinary R&D | Not Started | Not Started | — | Not Started2.4.26 per discussion with Tim: Maybe one unique pizza every month/s; keep as low priority, revisit with culinary PM; maybe bring in specials/ideas from Luca? | → |
| PB Culinary: Digital Transformation of TM Training | Learning & Development | Not Started | Not Started | — | Not Started6.8.26 [GM]: added as a separate line item | → |
| PB Happy Hour (6.25.24) | Operations | Sustain/Grow (Expand/Optimize) | Complete | — | CompleteGo Live Tues, Jun 25 | → |
| PB Labor Model & Retrofitting (HSA, etc) | Operations | Create (Concept Development) | In Progress/On Track | — | — | → |
| PB Leadership Structure | Strategy & Planning | Not Started | Not Started | — | Not Started6.25.26 [SLT Strat Session]: Activate | → |
| PB Menu Diversification (lighter items) | Culinary R&D | Not Started | Pending | — | Pending9.11.24: add from Culinary Innovation; pending Tim's input (no action) | → |
| PB Menu: Lighter Offerings | Strategy & Planning | Not Started | Not Started | — | — | → |
| PB Model Optimization Initiative (2026) | Operations | Discover (Blue Sky) | In Progress/On Track | 1 | In Progress/On Track6.4.26 [Culinary Project Review]: in progress; ramping up menu/COGs workstream | → |
| PB Oakbrook Retail Conversion (to high tops; explore host stand move) | Development | Not Started | Not Started | — | In Progress/On Track6/25: Lisa met with Jason and got direction from Tim and the final design plan is being developed now. Development team has clarity and is moving forward. Will update Tim during Development meeting. 5.7.26 [Sarah]: Per Lisa, she has feedback from Tim but no final direction yet. Reworking sketches & alternate plans now. Will present for approval in next few weeks. | → |
| PB Optimization - CULINARY | Culinary Operations | Sustain/Grow (Expand/Optimize) | Complete | — | — | → |
| PB Panzanella Salad Applications (PB Dinner, CH Addition?) | Culinary R&D | In Flight | In Progress/On Track | — | — | → |
| PB Performance Optimization (Oak Brook) | Operations | Sustain/Grow (Expand/Optimize) | In Progress/On Track | — | Complete7.19.24: Consider phase 2 (possibly 2025) with Profitality | → |
| PB Performance Optimization/Labor (Next Phase) | Operations | Sustain/Grow (Expand/Optimize) | Not Started | 2 | In Progress/On Track4.10.26: Determine if this needs to be an enterprise level priority 2.19.26: hold work with Profitality; direction from Tim, to explore possible TCE engagement (similar to CH) | → |
| PB Pizza Truck | Strategy & Planning | Create (Concept Development) | On Hold (work paused) | — | Deferred6.9.26 Decision Forum: formally deferred until 2027. | → |
| PB Pizziola Role | Culinary Operations | Base Business/Ongoing | Complete | — | In Progress/On Track6.4.26 [Culinary Project Review]: revisit ongoing training, expectations, accountability | → |
| PB Plateware Swap | Culinary Operations | Discover (Blue Sky) | In Progress/On Track | — | In Progress/On Track3.26.26 DF: Aligned to move forward with exploration. Matt and Bob to visit RAK Chicago showroom to identify possible replacements. Bring back options, including any other creative cost-saving approaches, to future DF. | → |
| PB PLM Model | Finance | INACTIVE | Complete | — | Complete7.23: Complete at Mid Year (P6) | → |
| PB Prototype/VE - PHASE 2 | Development | INACTIVE | Complete | — | Complete3.5.26 [Strat]: Confirmed we are formally closing | → |
| PB Self-Service Wine Strategy | — | Not Started | — | — | — | → |
| PB TCE Engagement | Operations | Discover (Blue Sky) | In Progress/On Track | — | — | → |
| PB: Small Plates (FUTURE) | Strategy & Planning | Not Started | Pending | — | — | → |
| PB: Sausage Portion | Culinary R&D | Create (Concept Development) | In Progress/On Track | — | Not Started3.26.26 DF: Approved to move forward with increasing sausage from 1.5 to 2 oz. | → |
| PCI level 1 merchant certification | IT | Upload | Approved | — | Complete4.6.26 per James: complete. | → |
| PE Menus: Pharma, Memorial, Brunch | Culinary R&D | Base Business/Ongoing | Complete | — | CompleteRolled out on 6/24/25. | → |
| People SMART – Manager Development Phase 3 (ENTERPRISE) | Learning & Development | Create (Concept Development) | In Progress/On Track | 5 | In Progress/On Track7.19.24: TiER 1 selected and finalizing contract; kick off in Aug | → |
| Performance Management Training & Development Plans | Learning & Development | In Flight | In Progress/On Track | — | In Progress/On TrackCLOSE 4.26.2024: updated by HR team as in progress/on track. | → |
| Personalization Expansion based on Behavioral Insights | Marketing | Not Started | Not Started | — | PendingSegmentation analysis in progress, proceeding activation efforts | → |
| Personalization Strategy (2027) | Wine Club & Loyalty | Design (Build/Plan) | Pending | — | Pending7.11.25: Deferred; pending technology (2026 - systems/tech/infrastructure) | → |
| Piccolo Buco Training (MID & Hourly) | Learning & Development | Not Started | Complete | — | Complete1.9.26: Complete per Angela | → |
| Pickle Replacement at CH (from LYFE) | Culinary R&D | In Flight | In Progress/On Track | — | In Progress/On Track6.23.26 [Tim]: add per Tim | → |
| Planogram Software | Retail | INACTIVE | Complete | — | Complete12.20.23 year-end: Adobe InDesign is the new planogram software. Existing CH software made available to retail team. (Saved $3K) 7.20.23 (mid year): proposal complete by P9 (23) | → |
| Plaza P&L Review and Decision Points | Development | Not Started | Not Started | — | Approved6/25 - Tim, Jason and Dawn familiar with P&L and leaning toward staying in the location and investing in the current space. Development will put this project under the 2027 remodel plan. This project will move to the broader remodel strategy project. 5.17.26 [Tim's List]: ADD | → |
| PLM Replacement | Operations | Launch (Activate) | In Progress/On Track | — | Complete10.7.24: on track to be fully launched in Oct 24 | → |
| Position Profile Study (Predictive Index Hourly Assessments) | Talent Acquisition | Test (Pilot) | In Progress/On Track | — | Complete1.14.2024: completed in August 6.12.24: shifting to P8 launch (per Claire, approved by Jason); Pilot dates July 24 to Aug 14. RO Aug 21. | → |
| Power BI Reports Phase 1 | Wine Club & Loyalty | In Flight | In Progress/On Track | — | In Progress/On Track5.20.2024: Campaign reporting in Power BI | → |
| Predictive Index Ops Validation Study | Talent Acquisition | — | — | — | In Progress/On Track6.8 Pulling data to start study. 5.14 Kicked off scope of project - $15000 cost 2.6.26 Claire: Q3/4—finalizing the levels we want to assess. 10.21.25 NW: $25,000 budget for 3rd party analyst | → |
| Pricing Strategy | Finance | Not Started | Not Started | — | Proposed6.7.26: Proposed per Dawn; leverage Tim's input to inform pricing theory/strategy - create mechanism for ongoing review/sustainment | → |
| Prime Rib - Shaved | Culinary Operations | Not Started | Not Started | — | — | → |
| Print Optimization/RFP: RRD Transition | Marketing | INACTIVE | Complete | — | Complete4.23.26: Print transition complete & hypercare completed. | → |
| Private Event Table Cloth Rental | Operations Integration | Not Started | Complete | — | Complete6.11.26- Rebecca Connected with Lead ROAs and SR ADs w/o 6/1/26 to reiterate and remind the linen rental processes and capabilities. Lead ROAs to cascade down to the ROAs the correct process and that they have the ability to order what ever color linen they choose for their PE Guests. We did confirm that we prescribe for WCE and they are to use our prescribed specs. Each restaurant has local companies that they work with and we do not have a national contract except for the VA MD market due to the lack of vendors that we have been able to find that are approved. | → |
| Product Drops | Innovation | Not Started | Not Started | — | Not Started6.25.26 [SLT Strat Session]: Activate | → |
| Progressive Internship Program (UCF) Pilot - REMOVE? | Talent Acquisition | In Flight | In Progress/On Track | — | Complete1.8.26 Can be closed out per Claire D. | → |
| Provider Scorecards | Facilities | INACTIVE | Complete | — | Complete12.29 Currently using during vendor meetings to discuss opportunities for improvement7.18.23 (mid year): on track to complete by end of year | → |
| Q4 Marketing Campaign (including Holiday) | Wine Club & Loyalty | INACTIVE | Complete | — | CompleteYear-end: Complete | → |
| QA/Service Reporting System | Supply Chain | INACTIVE | Complete | — | Complete7.18.23 (mid year): System implemented and 100% in use | → |
| QR Code For Payment | IT | INACTIVE | On Hold (work paused) | — | — | → |
| Qualtrics - Refinement | Operations | Base Business/Ongoing | Complete | — | CompleteConverting to star rating vs scoring | → |
| Qualtrics Review Platform | Operations | Test (Pilot) | In Progress/On Track | — | Complete3.19.24: IT Roadmap - Not Started (IT SC) | → |
| Quarterly Financial Review Cadence | Finance | Not Started | Not Started | — | Proposed6.7.26: Proposed per Dawn (see email); include preopening review quarterly, R&M review quarterly | → |
| R&D Test Kitchen | Development | Not Started | Pending | — | In Progress/On Track6/25: Ongoing and Tim is being updated. Current state is that if we redesign the layout we can save money vs budget. Design Team currently redesigning and will gather the financials and review with Tim in upcoming Development meeting. Tim and Dawn have not approved the spend in 2026 yet. Hoping to get their approval once the new financials are presented in upcoming Development meeting. 4.6.26 [SLT]: Tim is weighing options; pending his input | → |
| R&M Initiative (SUB) | Operations | Design (Build/Plan) | In Progress/On Track | 1 | In Progress/On Track7.11.25: Added (elevated during the 2026 strat planning process); start the work in 2025 and continue in 2026; includes reporting/visibility and process improvement (see below description)2.26.26: New field reporting live brand wide. Next steps is OI&S and Facilities partnering in the R&M resource guide (sub project). | → |
| R+M Field Reporting | Facilities | INACTIVE | Complete | — | Complete3.5.26- Updated R&M field reporting went live on 2/26/26 | → |
| R+M Field Resource Guide | Operations Integration | Design (Build/Plan) | In Progress/On Track | — | In Progress/On Track3.5.26: R&M Resource Guide in development by OI&S. First draft given to facilities week of 2/16 for FMs to review. | → |
| Rationalize reporting | IT | Upload | Proposed | — | — | → |
| Reconnect Toast | Wine Club & Loyalty | INACTIVE | Complete | — | Complete4.23.24: New dates April 2-30 | → |
| Recruiter Performance Metrics/Reporting | Talent Acquisition | Not Started | Not Started | — | Complete1.5.26 [Strat Work Session]: Added (per Tim) 2.6.26 (Claire): 2026 Goal Setting - in progress. | → |
| Red/White Club Discontinuation | Wine Club & Loyalty | In Flight | In Progress/On Track | — | In Progress/On Track[Mktg portfolio status 6.18] Going live Monday, 7/6. | → |
| Reduced COGS & Direct Expenses via Supply Chain | Supply Chain | Base Business/Ongoing | Complete | — | Complete12.29 - complete / moved to ongoing 7.18.23 (mid year): In progress and on track to meet targets | → |
| Remodel Strategy Execution 2026 (ENTERPRISE) | Development | Approved | Approved | 1 | Ongoing6/25: Executing on all 2026 approved locations and working on 2027 lineup and scope. 4.16.26 [Project Update Meeting] - No major updates yet. Working to get budget approved. | → |
| REMOVE? Host-The Finale: Thanking the Guest (SUB) | Ops Development | Sustain/Grow (Expand/Optimize) | Complete | — | — | → |
| Replacement Tablets for Gift Card Stations | Ops Development | Base Business/Ongoing | Complete | — | CompletePurchasing for 20 restaurants this year. | → |
| Report Enhancements (weekly package, RLRP, etc.) | Finance | In Flight | In Progress/On Track | — | Complete6.26.2024: In-process | → |
| Responsible Alcohol Program Implementation and Enhancements | Risk Management | INACTIVE | Complete | — | Complete3.29.24: design now, 4.1.24 - execution | → |
| Restaurant Level Margin Initiative (ENTERPRISE/PARENT) | Operations | In Flight | In Progress/On Track | 4 | In Progress/On Track5.21.2024: TCE has presented recommendations - decision needed for next steps with them. Working on Profitality. | → |
| Restaurant Ops [PARENT] | IT | In Flight | In Progress/On Track | 8 | — | → |
| Restaurant Profitability Analysis without WC | Finance | In Flight | In Progress/On Track | — | In Progress/On Track6.7.26 [per Dawn]: on track | → |
| Restaurant Tech Enhancements (Simphony, Crunchtime, Receipe Viewer) | IT | Upload | Proposed | — | — | → |
| Restaurant Wifi - Non-Member Data Collection (COMPLETE?) | Wine Club & Loyalty | In Flight | In Progress/On Track | — | Complete12.10.25: Final group of locations went live; COMPLETE | → |
| Retail Crackers in Tasting Room | Ops Development | INACTIVE | Complete | — | Complete1.23.24: Added to Feb/March Retail Rollout Guide, go live on March. $3.99 Crisp SKU only. | → |
| Retail Projects | — | Not Started | — | — | — | → |
| Retail Strategy | Innovation | Not Started | Not Started | — | Not Started6.25.26 [SLT Strat Session]: Develop; timing TBD - likely 2027 | → |
| Retail Strategy: Truffle Program Replacement Program | Culinary R&D | Not Started | On Hold (work paused) | — | On-hold2.4.26: Revisit in mid 2026. | → |
| Retail Wine Dashboard Reporting | Finance | INACTIVE | Complete | — | Complete12.23: Complete at YE | → |
| Retail Wine Journey Training (SUPPORT) | Learning & Development | Not Started | Not Started | — | In Progress/On TrackNote: 2026 Scope: Training support for 2026 enterprise initiative | → |
| Retail Wine Reporting + Targets | Operations | Not Started | Not Started | — | — | → |
| Retail Wine Sales Growth Initiative (ENTERPRISE/PARENT) | Operations | Discover (Blue Sky) | In Progress/On Track | 3 | In Progress/On Track9.9.25: Project refresh for 2025 Q4 launch (pre-holiday) | → |
| Retention Score Card (REMOVE?) | HR Total Rewards | Discover (Blue Sky) | Pending | — | Complete1.13.26 (Katie B): The Retention Score Card itself is complete. We have recently discussed getting access for Jason, Paula and possible the Area Team. Decision on this is pending but I think we can close this out in terms of projects in Hive. | → |
| Retirement Gift | — | In Flight | In Progress/On Track | — | In Progress/On Track5.22.2024: Presented deck and items for consideration 5/7 | → |
| Revenue Management Org Function and Design | Strategy & Planning | Not Started | Not Started | — | Not Started6.25.26 [SLT Strat Session]: Design | → |
| Revised Business Rules | Operations Integration | In Flight | In Progress/On Track | — | In Progress/On Track4.20.26:Checks to Exclude from Invite Data April 24Gift card–only checks (exclude only if no other revenue on check).Banquet revenue checks (including cash bar tabs under banquet events)Evaluate logic to properly account for online website enrollments.Checks to Exclude from Invite Data Jan 2027 Split checks (current structure inflates denominator). Split checks require updating the full year forecasting dramatically and adjusting invite rate goals potentially up to 7%+ | → |
| RFP Process/Approach | Supply Chain | INACTIVE | Complete | — | Complete12.29.23 - Process completed 7.18.23 (mid year): implemented and ongoing process to reduce cost and increase redundancy; meeting target | → |
| Risk Management Projects | — | Not Started | In Progress/On Track | — | — | → |
| RL Margin - FINANCE SUPPORT | Finance | Design (Build/Plan) | In Progress/On Track | — | In Progress/On Track6.26.2024: In-process | → |
| RL Margin - WCE Profitability (SUB) | Operations | Design (Build/Plan) | In Progress/On Track | 2 | In Progress/On Track9.17.25: establish as an RL workstream; exploration underway; see notes3.18.26: Recommended shifts of 2nd and 3rd low throughput nights/ restaurants to high throughput nights/ restaurants 3.23.26: Need decision on if we are going to review ave food cost % per event (50%+) | → |
| RL Margin- Discounts (SUB) | Operations | Sustain/Grow (Expand/Optimize) | Ongoing | 1 | In Progress/On Track4.20.26- Need to bring discount update (Part of Larger RLM update) to Tim in May 1.16.2026: Bryan brought 2025 Discounts Recap to Decision Forum using the RLM DISCOUNTS 2025 RECAP power point. -It was discussed that there was an almost $19k per unit decrease from 2024 to 2025 in the In Restaurant Promo and Guest Opportunity discount sections. -This equated to a 30bps reduction. -When annualized for 2026, it equates to a $1.39m savings in discounts across 74 units. -We are projecting a 10bps reduction for 2026. | → |
| RL Margin/Labor: Management/Supervisor Pars (SUB) | Operations | Test (Pilot) | In Progress/On Track | — | In Progress/On Track1.23.26 [DF]: Status Update and 2026 Projections (see notes and attachment) | → |
| RL Margin/Labor: Staffing - First 2 Hours (SUB) | Operations | Design (Build/Plan) | In Progress/On Track | — | Cancelled3.5.26- Per Jason Cancelled | → |
| RL Margin: Close Out and Sustainment Plan | Operations | Not Started | — | — | Not Started6.23.26 [Strat Mtg]: Initiate close out of this project, report out (including at Aug BOD mtg), and move into sustainment | → |
| RLM-Enhanced ROA BOG Reconciliation Process | Operations Integration | Test (Pilot) | On Hold (work paused) | — | On-hold3.23.26- Dependent on; 1) Adding Team Member Tasting for 2 discount button addition AND 2) Decision on expired $15 & $25 expired certificate direction & strategy | → |
| RLM-Linen | Ops Development | Launch (Activate) | Complete | — | Complete3.6.26- Ask Bob when last RFP was completed. | → |
| ROA Bi-Weekly Hours | Ops Development | Discover (Blue Sky) | Complete | — | Complete4.29.24: Added to Hive for tracking | → |
| ROA Launch/Refinement (OM/EC Role Merge) | Ops Development | Launch (Activate) | In Progress/On Track | — | Complete4.23.24: Reviewing routines and add duration based on feedback. Aligning ownership and task assignments. | → |
| Roadmapping and Improved Initiative Tracking and Reporting | Strategy & Planning | In Flight | Proposed | — | — | → |
| RSC Bonus Updated Proposal | HR Total Rewards | Not Started | In Progress/On Track | — | In Progress/On Track6.8 Finance reviewed and gathering information for follow up questions. 5.11 Proposal drafted pending financial review end of May | → |
| RSC Elevate Development Program | HR Core | Upload | In Progress/On Track | — | In Progress/On Track6.8 Reviewing Operations skills to see what can be used for RSC. This will transition to L&D once foundation is determined. 5.11 Kicked off creation /skills mapping 3.9.2026 Confirmed with Chris and Michelle work starting Q2 2.4.26: did not discuss with Tim/Jason/Chris. Need to confirm if any work expected in 2026 or if it can be cancelled/marked complete. | → |
| RSC Field Training | Learning & Development | In Flight | In Progress/On Track | — | Cancelled1.9.26: Closing [Chris] | → |
| RSC Pay for Performance and Merit Planning | HR Core | INACTIVE | Complete | — | CompleteYear-end: Performance Plan Process for RSC completed | → |
| RSC Support Bottle | Finance | Not Started | Approved | — | DeferredPer IT prioritization meeting on 3.26, this is deferred to 2027+. Need to deal with this before we're public, but not priority for 2026. | → |
| RSC Talent Review | HR Core | In Flight | In Progress/On Track | — | Complete3.14.24: Update at DF; launch May-June 24 | → |
| Safety Program Exploration | Risk Management | INACTIVE | Pending | — | DeferredDeferring to 2027. | → |
| Salaried Retention | HR Core | In Flight | In Progress/On Track | — | In Progress/On Track6.8 Review prior research and levers that can be pulled. Discussions around this have been started. | → |
| Sales Tax Rate Tool Exploration | Accounting | Not Started | Approved | — | On-hold[Acctg Portfolio Status 6.12.26]: Still on hold for 2026; not on anyone's goals and requires more IT support. Has meaningful cost associated that would need to be positioned for 2027. Acctg Operations would be the owner, and they have higher priorities (e.g. Shopsite to Shopify). Two primary vendors likely in consideration. Wait to see if there is bandwidth in H2 to start evaluation. | → |
| Schoox Device | Ops Development | Base Business/Ongoing | Complete | — | Complete10.3.24: complete per Tom R | → |
| Seasonal Curations Category Management | Innovation | In Flight | In Progress/On Track | — | In Progress/On Track5.13.26: "Seasonal Splash" to be used as short-term category name for June 30-Oct 6. Still need to determine permanent category name. | → |
| Seasonal Curations Collaboration | Marketing | Discover (Blue Sky) | In Progress/On Track | — | In Progress/On Track4.3.26: Vision Brief drafted, to be shared with Marketing week of April 6. | → |
| Seasonal Curations Expansion (Permanent Portfolio + LTO Strategy) | Innovation | In Flight | In Progress/On Track | — | In Progress/On Track6.3.26: Early results of Raspberry Peach encouraging. Continue to monitor through June; for consideration to replace Raspberry Sparkling - tentative June 2027. | → |
| Security Projects & Security Remediation | IT | In Flight | Behind (delayed) | — | Behind6.12.24: In progress/behind (per Susan) | → |
| Segmentation Expansion based on Behavioral Insights | Marketing | Not Started | Not Started | — | In Progress/On Track[Mktg portfolio status 6.18] Completed cuts on Sweet Club -- now acting based on that data. Now broadening to use case discussions based on other dimensions. Opportunity to look at imbalances between wine portfolio strength/volumes vs the segmentation of Members across the wine dimensions. Complete wine by end of Q3. After wine, will move into food -- also in Q3. | → |
| Senior EKM & Senior EGM Project | Learning & Development | In Flight | In Progress/On Track | 3 | — | → |
| Service Channel Automation & Reporting | Facilities | INACTIVE | Complete | — | Complete7.18.23 (mid year): Monthly AD Reporting implemented and 100% in use | → |
| Service Charge Evaluation / Tips for Private Events | Operations | Base Business/Ongoing | Complete | — | Complete3.5.26- Autograt communication was sent to field | → |
| Service Model Solidification (Busser/Runner Initiative) | Ops Development | Test (Pilot) | In Progress/On Track | — | In Progress/On Track2.14.25: Pilot Start 4.17.25 in 6 locations (Pembroke Pines, New Lenox, South Barrington, Troy, Columbus, Brookfield) | → |
| Shareware | Ops Development | Design (Build/Plan) | Complete | — | CompleteRequest to create a shareware job aid. Circulated for review. Possible updates to training materials. | → |
| Shipping Box Collateral | Marketing | In Flight | In Progress/On Track | — | In Progress/On Track6.23.26 [email to Melanie]: requesting a recommendation on existing | → |
| Shop Site 2.0 | Retail | INACTIVE | Complete | — | Complete12.28.23 (year-end): Double digit decrease trend reversed. November Month End Retail E-Comm sales were $36K, +1% to LY. December Sales MTD $48.9K, +9.44% 7.20.23 (mid year): launched site on 7.18.23; goal to reverse -27% sales trend to positive Q3/4 sales growth | → |
| Shopify E-Commerce Transition | IT | Create (Concept Development) | Approved | — | On-hold6.16.26 IT SteerCo: On hold pending Opex required for project. 5.5.26 DF: Shopify approach approved. James to work with team to build out project plan and timeline. Will use Bounteous to support. | → |
| Short Rib/Ribeye Raw Material Replacement | Supply Chain | In Flight | Complete | — | Complete10.15.24 [YE}: complete | → |
| Silverware Polisher | Ops Development | INACTIVE | Cancelled | — | Cancelled7.16.24: Test is live; working on ROI. Very loud at AH. | → |
| Simphony GC Migration from Micros | IT | Discover (Blue Sky) | In Progress/On Track | — | In Progress/On Track6.16.26 IT SteerCo: Expecting launch 7/7. | → |
| Simphony POS Upgrade (PARENT) | IT | Base Business/Ongoing | Complete | — | Complete5.13.25: Group 4 Goes Live this week | → |
| Simphony Training (Support) | Learning & Development | In Flight | In Progress/On Track | — | In Progress/On TrackON TARGET FOR YE 12.8.23 YE: Added at YE | → |
| Simphony-MICROS Liq Buttons | Ops Development | Discover (Blue Sky) | Complete | — | Complete4.2.24: Bringing in a server, TR, and bartender from DG to review buttons | → |
| Skirt Steak Replacement - DISCOVERY | Culinary R&D | In Flight | In Progress/On Track | — | In Progress/On Track6.4.26 [Culinary Project Review]: active; potential test in Chicago | → |
| Smallware RFP | Supply Chain | In Flight | In Progress/On Track | — | Complete1.8.26: Complete & can be closed out, per Jeremy L. | → |
| Smart Restaurant (MASTER) | Facilities | Test (Pilot) | In Progress/On Track | — | In Progress/On Track6.29.26 (DF): first 3 locations positive - testing complete; determine next phase for potential full rollout | → |
| Smart Safe Migration | Finance | Test (Pilot) | Approved | — | Approved5.18.26 DF: business case for pilot approved. | → |
| Social Media Look & Feel Evolution | Marketing | Not Started | In Progress/On Track | — | Complete[Mktg portfolio status 6.18] Updated imagery and feel in use as part of Summer. Calendar planning through August will be complete tomorrow. The true project will be done this quarter, then moving into continuous improvement. | → |
| Sous Vide | Culinary Operations | Not Started | Not Started | — | Deferred6.4.26 [Culinary Project Review]: Create plan to test sous vides in 2027 once we can use Test Kitchen. Would want to test in two restaurants. Majority of cost would come from retrofitting. | → |
| Sparkling Wine Opener | Ops Development | Base Business/Ongoing | Complete | — | Complete2.5.24: Companywide Rollout (via Feb 4 NF) | → |
| Sr EKM Program Launch (reporting, metrics, selection) | HR Core | — | — | — | Complete5.12 Reporting Sr EKMs with EGMs quarterly 4.10.26: Now is only ongoing support for EKM Sr. project owned by Angela 2.4.26 Comp and selection criteria complete - announce at Leadership Conference | → |
| SSS - 2026 Decomp Exercise | Marketing | In Flight | In Progress/On Track | — | Complete[Mktg portfolio status 6.18] One-time activity was completed. Now more so in annualized planning and other SSS strategies. | → |
| Stand up IT Telecom partner | IT | Upload | Proposed | — | In Progress/On Track4.6.26 James: Pilot (Livonia) in progress. | → |
| Stand up NRO install partner | IT | Upload | Proposed | — | Proposed[IT Portfolio Meeting 6/15]: John Holmes has this on his list now. John has spent some time w/team that did RFPs and has seen both vendors who were finalists. He’s putting financials together. Then, need to align with Rob and Lisa. Target to bring business case to IT SteerCo in mid to late July. | → |
| Standard Kitchen Mandolines | Culinary Operations | Base Business/Ongoing | Complete | — | — | → |
| Standards Adherence & Assessment | TBD | In Flight | In Progress/On Track | — | — | → |
| Standards Assessment MTMX Feedback- Handbook updates | Ops Development | Base Business/Ongoing | Complete | — | — | → |
| State Alcohol Permitting (Store, DTC) | Legal | INACTIVE | Complete | — | Complete12.8.23 YE: Process transitioned to Natalya Harvey | → |
| State Expansion (address legal blockers) | Legal | In Flight | In Progress/On Track | — | In Progress/On Track6/25: Work in OK is ongoing. NY legislative session ended without our legislation being passed. Will cover NY in 1:1 with Tim. Also investigating Kansas and Pennsylvania as well. 4.16.26 - Talking in OK (short-term effort) Meeting set up on April 29 in NY. End of legislative session coming to an end and continuing to push our bill. Still working through Texas specifics. 1.30.26: Are there states we're trying to go after right now? Set some goals for 2026; get granular with legal blockers 2025 [YE]: TX approved and moving forward; budget: Gov't Affairs - Maryland, NY, other - $108,200 | → |
| Stemware Update | Ops Development | INACTIVE | Complete | — | Complete3.14.24: completed; launched in 3.5 Newsflash | → |
| Stensul Email Template | Marketing | INACTIVE | Complete | — | Complete1st round of emails entirely through new Stensul process complete. New hero templates configured to simplify briefing/intake process. | → |
| Storage Optimization | Fulfillment | INACTIVE | Complete | — | Complete7.18.23 (mid year mtg): Installed new racking to increase capacity to support growth | → |
| Storytelling & Tone of Voice | Marketing | Design (Build/Plan) | Behind (delayed) | — | Behind6.7.2024: Currently pushed to Q3 to accommodate new copywriter onboarding. | → |
| Strat Project Template | — | Not Started | — | — | — | → |
| Strategy & Planning Projects | — | — | — | — | — | → |
| Strategy Throughline/Org Engagement (RSC-Field) | Strategy & Planning | In Flight | Proposed | — | — | → |
| Super Bowl Offering (event, menu, take out) | Strategy & Planning | Not Started | Not Started | — | — | → |
| Supervisor Development - L&D | Learning & Development | In Flight | In Progress/On Track | — | In Progress/On TrackCOMPLETE; NEED TO LAUNCH IN 2025 | → |
| Supervisor Program Launch (pars, etc. etc.) | Operations | Not Started | — | — | Complete1.27.26 Complete per Jason. | → |
| Supervisor Strategy & Development Program | Operations | In Flight | In Progress/On Track | — | Complete5.31.2024: Pilot, Phase 3 begins on 6/11. | → |
| Supplier Relations Strategy (Enriching Supplier Partner Lives) | Strategy & Planning | Test (Pilot) | Ongoing | — | Ongoing9.5.24 (DF): FY25 Q1; Agreed on suppliers and timing for next pilot group | → |
| Supplier/Distributor Scorecards | Supply Chain | INACTIVE | Complete | — | Complete5.8.2024: Scorecard created. All produce suppliers completed. Included in all 2024 business reviews. | → |
| Supply Chain Projects | — | Not Started | — | — | — | → |
| Surge Host and TR shift Operations | Ops Development | Discover (Blue Sky) | Complete | — | Complete5.20.24: Core standards and impacting shifts - non-negotiables | → |
| Sweet 16 Programming (ongoing development) | Culinary Operations | Base Business/Ongoing | Ongoing | — | Complete4.4.24 (Kevin): Weekly systematic focus; cement ongoing process and move to sustainment | → |
| Sweet Wine Club Innovation (Quarterly Program) | Wine Experience | Base Business/Ongoing | Complete | — | Complete11.28.23: staged and ready for launch in January 2024 | → |
| TA Hiring Manager Training | Learning & Development | Not Started | Not Started | — | Complete6.17.2024: Added by Angela Brantley | → |
| TA/AI Technology Review & Research | Talent Acquisition | — | — | — | OngoingNote: $3,500: JobVite - ATS System amount is renewal for jobvite for next year. ROI: recruiter productivity AI Chatbot | → |
| Table Lighting (Sterno Electric Candle) | Operations Integration | INACTIVE | On Hold (work paused) | — | On-hold6.22.26 Per Jason on hold, look at again in future. 1.9.26 per Bryan: Idea that's been tested and cancelled; need a solution one day; not a priorityShould be on the list to talk through for 2026Talked to Jason last in the summer of 2025 | → |
| Table Size and Count Refresh | Finance | In Flight | In Progress/On Track | — | In Progress/On Track6.9.26 [per Dawn]: On Track | → |
| Tablet/Hardware Strategy | IT | INACTIVE | Complete | — | Complete10.14: pushed to 2025 due to Simphany8.7.24: pending Simphony | → |
| Tablet/Mobile POS | IT | Design (Build/Plan) | In Progress/On Track | — | In Progress/On Track10.4.24: align with adjusted Simphony launch (2025) | → |
| Talent Acquisition Projects | — | Not Started | — | — | — | → |
| Tasting Glass - New Design | Ops Development | Launch (Activate) | Complete | — | Complete3.5.24: Rollout communication in March 5 News Flash | → |
| Tasting Glass/Greet Pre-set on Table (exploration) | Operations Integration | INACTIVE | Closed | — | Cancelled6.23.26 [DF]: Closed/cancelled due to financial exposure | → |
| Tasting in a Glass Enhancements | TBD | INACTIVE | Complete | — | Complete10.4.24: Complete (per Tom R) | → |
| Tasting Room Capacity Strategy | Operations | Not Started | Not Started | — | Not Started1.5.26 per Tim: Tasting Room Capacity Strategy - Queuing System / Renovate one TR / Expand 1 TR (Brookfield) | → |
| Tasting/Food Pairing Event | Wine Club & Loyalty | Test (Pilot) | In Progress/On Track | — | Cancelled7.22.25 [DF]: Decision to shelve the program based on complexities and break even results | → |
| Tastings Truffles | Marketing | Discover (Blue Sky) | Complete | — | — | → |
| TCE 2026 Support: Simplification, Complexity Scoring | Strategy & Planning | In Flight | In Progress/On Track | — | — | → |
| TCE PB Optimization Engagement (2026) | Strategy & Planning | In Flight | In Progress/On Track | — | In Progress/On Track6.3.26: Received scope and cost estimate ($85k) | → |
| Team Member WC Training Philosophy | Operations Integration | Create (Concept Development) | In Progress/On Track | — | — | → |
| TECH: Culinary Systems/Technology Roadmap | Culinary Operations | Not Started | Not Started | 1 | — | → |
| TECH: Digital Checklists | Culinary Operations | Discover (Blue Sky) | In Progress/On Track | — | In Progress/On Track6.29.26 DF: Pilot with Xenia approved. Targeting August start with ~5 restaurants. | → |
| TECH: KDS Replacement/Enhancement | IT | Discover (Blue Sky) | In Progress/On Track | — | In Progress/On Track4.10.26: Project has kicked off to enhance prep times by item to enhance and streamline kitchen ticket times. Looking at a potential "runner bump screen" test. | → |
| TECH: Prep List Automation/Timing Standards | Culinary Operations | Not Started | Pending | — | DeferredPer IT prioritization meeting on 4.9.26, this is deferred to 2027+. Will determine exact timing as part of Culinary Systems/Technology Roadmap effort. | → |
| TECH: Recipe Viewer Upgrade/Update | Culinary Operations | INACTIVE | Pending | — | DeferredPer IT prioritization meeting on 4.9.26, this is deferred to 2027+. Will determine exact timing as part of Culinary Systems/Technology Roadmap effort. | → |
| TECH: Simphony Optimization | Culinary Operations | In Flight | In Progress/On Track | — | — | → |
| TECH: Crunchtime Optimization | Culinary Operations | In Flight | In Progress/On Track | — | — | → |
| Template Optimization with Table and Seat Utilization | Operations | Not Started | Not Started | — | Not Started6.25.26 [SLT Strat Session]: Activate in accordance with Throughput workstream and OpenTable optimization efforts | → |
| TEST - First Time Guest (FTG) - Toast | Operations Integration | Test (Pilot) | In Progress/On Track | — | — | → |
| Test - FTG - Welcome Card | Operations Integration | Test (Pilot) | In Progress/On Track | — | — | → |
| TEST - TM as Ambassadors - Gift Mem | Operations | Design (Build/Plan) | Behind (delayed) | — | — | → |
| TEST - TM as Ambassadors - T42 | Operations | Design (Build/Plan) | In Progress/On Track | — | — | → |
| TEST- Retail Wine Pre-Order (at Table) | Operations Integration | Create (Concept Development) | In Progress/On Track | — | In Progress/On Track4.10.26- Need to get with creative to mock up a card for pre order. | → |
| TEST: 2025 Fall Culinary Bundle | Culinary R&D | INACTIVE | Complete | — | Complete3.6.26 [Culinary Project Review]: Close out 2025 Bundle as complete (cut lettuce, roasted chicken complete); move Beurre Blanc out; celebration dessert in launch phase | → |
| TEST: Buerre Blanc | Culinary R&D | In Flight | In Progress/On Track | — | — | → |
| TEST: Bus Station | Operations Integration | Test (Pilot) | In Progress/On Track | — | In Progress/On Track3.23.26: Side station redesign mill work has been completed and carts were delivered to Downers Grove w/o 3/16. OI&S is meeting at DG with GM Paul on Wednesday 3/25 to talk through operational process for this test. | → |
| TEST: CH CLEAN | Culinary Operations | Test (Pilot) | In Progress/On Track | — | In Progress/On Track6.4.26 [Culinary Project Review]: live in 6 locations and monitoring performance/results; targeting launch in fall 2026 | → |
| TEST: Crunchtime Criticals (Bread Test Case) | Culinary Operations | INACTIVE | Cancelled | — | Complete3.6.26 [Culinary Project Review]: Test completed and project closed; Crunchtime functionality does not meet needs; other solutions will be explored | → |
| TEST: Egg Roll | Culinary R&D | Test (Pilot) | In Progress/On Track | — | In Progress/On Track12.18.25: DF discussion (see notes); run an optimized test 60–90 more days and return with recommendations late March/early April 202 | → |
| TEST: Fry Oil (Pods) | Culinary Operations | Test (Pilot) | In Progress/On Track | — | In Progress/On Track2.19.26 [KO]: Test results summarized and ready for review at Culinary Integration | → |
| TEST: Fry Scoop and Warmer | Culinary Operations | Test (Pilot) | In Progress/On Track | — | In Progress/On Track3.6.26 [Culinary Project Review]: testing in progress in Algonquin and DG | → |
| TEST: Hold and Fire | Operations | Test (Pilot) | On Hold (work paused) | — | In Progress/On Track3.5.26: Move into test in P5 | → |
| TEST: Lunch Menu Test | Culinary R&D | Create (Concept Development) | In Progress/On Track | — | — | → |
| TEST: Mary's Potatoes | Culinary Operations | Test (Pilot) | Complete | — | Complete1.20.26 (Bryan): New sample arriving next week (1/26) which will go to a tasting. Target test end date is June '26 | → |
| TEST: Merge Sweet Red and Romance Red | Innovation | Not Started | Not Started | — | — | → |
| TEST: PB Dough Baller | Culinary Operations | In Flight | In Progress/On Track | — | In Progress/On Track1.30.26 (Bryan)- Met to discuss PB dough baller equipment. Bob Davison has on order 3-4 week lead time. Goal is to get the dough baller into PB Oak Brook for Chris E and CJ L to work with. They will develop test guide materials once they are done working with the piece of equipment. OI&S will then support a test guide for PB OB to execute in the restaurant. Equipment looks like it will be delivered in April. Goal for PB OB test to start in May after CJ and Chris work with the equipment. | → |
| TEST: Reduced CH Menu w/Offsets | Culinary R&D | Test (Pilot) | In Progress/On Track | — | — | → |
| TEST: Salmon Blood Line | Supply Chain | Test (Pilot) | In Progress/On Track | — | Complete6.29.26: rolled out | → |
| TEST: Sauté Pan (new pan/vendor) | Culinary Operations | Test (Pilot) | In Progress/On Track | — | — | → |
| TEST: Slushy Machine | Operations Integration | Test (Pilot) | In Progress/On Track | — | In Progress/On Track3.23.36 (Bryan)- Slushi machine on order for Wesley Chapel to expand test to a warmer climate restaurant location. We will continue to monitor sales volumes in the Downers Grove and Algonquin locations as the weather in Illinois has just started to get better. We need to determine sales impact/lift as we move into the warmer months of the year. | → |
| TEST: Small Bites/Snack Platform Test | Culinary R&D | Create (Concept Development) | In Progress/On Track | — | — | → |
| TEST: Smoked Cocktails | Operations Integration | INACTIVE | In Progress/On Track | — | In Progress/On Track3.23.26- Need to bring to decision forum to get direction. Results of test are potentially not warranting an entirely new cocktail on the menu but we could offer "smoked cocktails" as an upcharge to existing. | → |
| TEST: Staff Mashups/Favorites | Culinary R&D | Test (Pilot) | In Progress/On Track | — | — | → |
| TEST: Wooden Spoons | Operations Integration | Test (Pilot) | In Progress/On Track | — | In Progress/On Track1.19.26- Bryan: Test will continue for 6 additional months through July 2026 to get true DOE savings of Tea Spoons.Restaurants have not yet had to order Tea Spoons but the current estimates of savings from when test started are showing a DOE increase. Excel with DOE cost in attachments- [Wooden Spoon Comparison (002).xlsx | → |
| TEST: Host Uniforms | Operations Integration | Test (Pilot) | In Progress/On Track | — | Complete3.23.26- We rolled out the new host standards brand wide in P2 2026. | → |
| TEST: PB 1.5x Dough Recipe | Culinary Operations | Test (Pilot) | In Progress/On Track | — | Complete3.6.26 Per KO: this is complete. | → |
| TEST: RTI Bulk Fry Oil Delivery & Disposal System | Facilities | Design (Build/Plan) | In Progress/On Track | — | In Progress/On Track4.9.26- Installation dates and site plans have been finalized for New Lenox (4/28), Burr Ridge (4/29), and Downers Grove (4/30), with power confirmed to be completed at all locations by 4/15 and installs scheduled to begin at 6:00 AM. RTI has outlined the invoicing and credit process, confirming waste oil credits will be applied directly on invoices rather than issued as rebates. Training approach, materials, and consumable requirements have been defined, with next steps focused on receiving documentation and aligning on sourcing. 3.25.26- Project kick off call started. Next steps- need Kevin to validate installation location of tanks and Brittny to provide recommendations on the accounting process. (See project notes) | → |
| TEST: Super Juice | Operations Integration | Test (Pilot) | In Progress/On Track | — | — | → |
| Testing Strategy (DG) | Culinary R&D | INACTIVE | Complete | — | Complete1.8.24: Implemented Jan 24 at DG | → |
| Thank You Promo - 2026 Elevated Campaign/Program | Wine Experience | Not Started | Not Started | — | In Progress/On TrackRenamed to Bonus Bottle Days, no change to overall program details | → |
| Thank You Promo Summer 24 | Wine Club & Loyalty | In Flight | In Progress/On Track | — | Complete7.19.24: extending sign ups through 8.21 (from 7.31); redemption through 9.2 and 9.15 for sign ups after 7.31 | → |
| Thank You Promo Tech Enhancement | IT | In Flight | In Progress/On Track | — | — | → |
| Thanksgiving Kit/ Meal Process 2026 | Operations Integration | Not Started | Not Started | — | — | → |
| Throughput Management (PARENT) | Operations | Not Started | Not Started | 2 | — | → |
| Throughput: Reporting, Goal Setting & Ops Opportunities | Operations | Design (Build/Plan) | In Progress/On Track | — | In Progress/On Track1.26.26 (Bryan): Today we kicked off our Throughput workstream under “Traffic with Purpose” and aligned that the first step is to agree on a small set of core throughput metrics and build reporting the field can actually use. We discussed candidate measures (guest experience time, kitchen ticket times, table turns) and surfaced key data challenges—especially defining true capacity day-to-day given OpenTable configuration changes and inconsistent status/timestamp signals. Next, we’ll map the end-to-end guest journey, identify which steps are controllable and supported by reliable data. | → |
| Tim's Social Presence/Brand | Marketing | Design (Build/Plan) | In Progress/On Track | — | In Progress/On TrackPartner identified | → |
| TM App (with WC performance components) | IT | Not Started | Not Started | — | DeferredPer IT prioritization meeting on 4.9.26, this is deferred to 2027+. | → |
| TM as Ambassadors | Operations Integration | — | — | 2 | In Progress/On Track3.5.26 [DF]: Agreement on collateral; targeting test in April | → |
| TM Cards | M&GS | Discover (Blue Sky) | In Progress/On Track | — | In Progress/On Track6.4 (Anthony): Phase 3: Targeting moving printing to fulfillment in Q3. Phase 4: Piece of entering TM numbers: IT exploring whether their Oracle work will address TM card needs or if still needs to manual. Likely 2027 no matter what to shift entry to fulfillment. 5.21 (Anthony): trying to understand any dependencies on IT work to migrate TM cards from Micros to Simphony. 4.23.26 (Anthony): Need to source a printer from supply chain. Goal is to get TM cards out of M&GS into fulfillment completely. Zach on Jeremy's team working on printer. Once that timing is understood, can better lay out milestone dates. Phase 1 complete (fulfillment instead of M&GS shipping). Phase 2 was shifting from Hassahn owning sorting to Fulfillment sorting. Phase 3 - cards printed by fulfillment; MGS enter employee numbers - upcoming, timing TBD. Phase 4 (potential - could be 2027): fulfillment handles both entry and printing. Christine helping to work with HR to see if there can be automation around entering TM numbers. Want to improve it before it's moved over to fulfillment. | → |
| TM Family Meal Refresh + Ongoing Cadence | Culinary Operations | INACTIVE | Complete | — | Complete9.24.24 [Culinary Integration]: Complete; introduced 4 new items in Sept 24; on cadence with Chef Recs beginning in Nov (2 new per period) | → |
| TM Holiday Incentive (CH Credits) | HR Total Rewards | In Flight | In Progress/On Track | — | In Progress/On Track6.29.26 [DF]: Run analysis w/time and a half for Thanksgiving and Christmas Eve only. Validate w/TJ and GM council. Bring back to DF. | → |
| TM Referral Program | Talent Acquisition | Not Started | Not Started | — | Not Started5.17.26 [Tim List]: Add | → |
| TM Relief Fund | HR Total Rewards | INACTIVE | Complete | — | Complete4.26.2024: Launched in Q1 - February began receiving donations and March fund is ready to receive grant applications. | → |
| TM Tenure Program (Milestones) Expansion | HR Total Rewards | In Flight | In Progress/On Track | — | In Progress/On Track6.8 Ops integration to set up time to support activation. Initial plan ideas are created. Goal is 2027 program ready to roll out. 5.11 Meeting with vendor end of May 2.24.26: shared program draft in 2.19 DF. Alignment on framework. Reset launch timeline to 2027. More details in Notes. | → |
| TMX WOM (Technology) | — | Not Started | Deferred | — | — | → |
| Top 5 Performers: Playbook Development and Best Practice Sharing | Operations | Not Started | Not Started | — | Not Started6.25.26 [SLT Strat Session]: Activate; explore ties to CEO round tables and Top 10 Blitz/LSM programming | → |
| Total Compensation Statements Rollout | HR Total Rewards | In Progress/On Track | In Progress/On Track | — | In Progress/On Track6.8 Creating proposal including technology solution 5.11 Goal to roll this out with Merit March 2027 4.7.26 Adding this to project cadence New vendor needed to produce statements | → |
| Total Compensation: Bonus/Merit - Conversations Consolidated | HR Total Rewards | INACTIVE | Complete | — | CompleteDec 23, 2025: Approved timeline/direction; bonus payout on March 11 and merit on Apr 2; conversations consolidated 2.4.26: Will be complete by March 11, 2026 | → |
| TR Cashier | TBD | INACTIVE | Cancelled | — | Cancelled2.20.24: On hold, low priority per Tom 11.15.23 Drafts for TR Lead and TR Cashier provided to Tom for review | → |
| TR Lead | TBD | INACTIVE | Cancelled | — | Cancelled2.20.24: On hold, low priority per Tom | → |
| Traffic Driving Strategy | Wine Club & Loyalty | In Flight | In Progress/On Track | — | In Progress/On Track5.21.2024: Targeted Member traffic test: Points vs Dessert offer | → |
| Traffic Tactics | TBD | Not Started | Not Started | — | — | → |
| Traffic/Marketing System: Performance Driving Strategy (ENTERPRISE) | Marketing | In Flight | In Progress/On Track | 9 | In Progress/On Track7.17.24: added as topline project | → |
| Trainer Certification (LRT, OJT, NRO) - COMPLETE | Learning & Development | Complete | Complete | — | Complete1.9.26: Complete per Angela | → |
| Training Restaurant Target | Learning & Development | Not Started | — | — | Complete5.11 Number of new training restaurants goal is set (11-13) and tied to several L&D Team's annual goals 4.7.26 Working with Ops to set goals 2.9.26 Angela: Continue to increase - we will see further momentum after Conference. 1.7.26 Tim: Annual goal to increase the number of training restaurants for MID. | → |
| Travel by CH (PARENT) | Strategy & Planning | Discover (Blue Sky) | In Progress/On Track | 5 | In Progress/On Track5.29.25: 2025 Virgin Partnership activation with deferring larger strategy into 2026 | → |
| Travel Host Training | Strategy & Planning | In Flight | In Progress/On Track | — | In Progress/On Track3.11.26: Test in April with Jason | → |
| Travel Management Policy | Accounting | Not Started | Approved | — | In Progress/On Track[Acctg Portfolio Status 6.12.26]: Draft started; fine-tuning remains. Decision points: are two policies (employee vs executive) required? What kind of limits (soft vs hard) will be set? What should we document for Tim travel? By mid-August, aim for good Acctg-created draft to share with different teams. Need to confirm stakeholders (NRO: Eric Bell; Ops: Paula/Jason; HR: KZ; Tim/Exec: Jen K; Dawn) | → |
| Travel: VV Charter (2028-29) | Strategy & Planning | Discover (Blue Sky) | In Progress/On Track | — | On-hold6/30/26 NW: Wait for outcomes of 3-year planning re: travel strategy to determine goals for 28 + 29 travel. | → |
| Travel: VV Cruise 2027 | Strategy & Planning | In Flight | In Progress/On Track | — | In Progress/On Track3.30: Contract signed. Decided that retail merchandise will not be created & sold for cruise. Targeting 4/13 launch for first wave of booking. | → |
| Travel: Wine Country Presence/Experiences (SUB) | Innovation | INACTIVE | Deferred | — | Deferred3.18.26 [Strat/Tim]: deferring to 2027 | → |
| Travel: Trip P&L Approach | Strategy & Planning | — | — | — | — | → |
| Tripleseat-Replacement for Eventbrite | Ops Development | Test (Pilot) | Behind (delayed) | — | Cancelled9.16.24: Added to Hive | → |
| Tripleseat-Transfer Leads to Other Restaurants | Ops Development | Launch (Activate) | Not Started | — | Complete10.8.24: Added to Hive | → |
| Truffle Replacement | Culinary R&D | Upload | Proposed | — | — | → |
| Truffles: Outsource Solution | Culinary R&D | In Flight | In Progress/On Track | — | In Progress/On Track6.4.26 [Culinary Project Review]: distribution needs to be solved | → |
| Uncompromising Hospitality (MASTER) -2026 Next Phases | Operations | Base Business/Ongoing | In Progress/On Track | 1 | In Progress/On Track4.10.26- Need to loop in Jacob to see what next phase looks like from his perspective and add as sub project (Bryan/ Jason) 3.5.26- Need to regroup on what we believe phase 2 looks like | → |
| Uncompromising Hospitality- Core HR Supporting initiative | HR Core | Upload | Approved | — | Complete3.9.2026 Need an update from the project owner to determine if there are next steps/support needed or if can remove this item. | → |
| Uniform-Refresh Core CH | Ops Development | Design (Build/Plan) | In Progress/On Track | — | Complete8.7.24: continued exploration (Emily is providing a POV) | → |
| Uniforms-Flexible Standards | Ops Development | Test (Pilot) | Complete | — | Complete2.5.25: Uniform updates added the TM Handbook. See Feb 4 NF. | → |
| Uniforms-Piccolo Buco | Ops Development | Create (Concept Development) | Not Started | — | Complete10.21.24: Added to Hive | → |
| Untrimmed Denver Cut Short Rib | Supply Chain | Test (Pilot) | — | — | Complete6.29.26: rolled out | → |
| Upscale White/International Wine | Innovation | In Flight | In Progress/On Track | — | — | → |
| Utilities: Optimization | Facilities | Discover (Blue Sky) | Pending | — | In Progress/On Track4.13.26 DF: Proceed with validation and execution in regulated states. Expand analysis to deregulated states and compare performance against the current energy partner. | → |
| Vegan Offering/Designation on Menu | Strategy & Planning | Not Started | Not Started | — | — | → |
| Vendor Cost Analysis: RFP Candidates | Finance | Not Started | Approved | — | In Progress/On Track4.9.26 Strat meeting: consulting spend doesn't seem to have a lot of potential. Need to look at vendor opportunities. Present back summary in DF. | → |
| Video Analytics & Evaluations | Marketing | Design (Build/Plan) | Pending | — | Pending12.8.23 YE: First pass done, needs further review; moving into 2024 | → |
| Virgin Cruise - 20th Anniversary WCM Trip | Strategy & Planning | INACTIVE | Complete | — | Complete6.24: Planning underway | → |
| Visual Brand Guide | Marketing | In Flight | In Progress/On Track | — | In Progress/On Track[Mktg portfolio status 6.18] Copywriter hired & Matt onboard. Team is putting together evolved messaging & visual. Joe & Samie to determine what final document/deliverable should look like for guest and Member branding. | → |
| Volume/Capacity Drivers: Throughput + Simplicity/Efficiencies (ENTERPRISE) | Operations | Not Started | Not Started | 2 | — | → |
| Wage Management Strategy | HR Total Rewards | In Flight | In Progress/On Track | — | In Progress/On Track4.2.24: 2024 post-Simphony/Paylocity integration | → |
| Waste Study (Mary's, Butter Sauce) | Culinary Operations | In Flight | Complete | — | Complete3.6.26: On track for completion in mid-March | → |
| WC Culture Video | Communications | Design (Build/Plan) | In Progress/On Track | — | — | → |
| WC Dans Tips & Tricks | Communications | Design (Build/Plan) | In Progress/On Track | — | In Progress/On TrackGrand Cru club - Dan from St Charles - high performing WC inviter - he has asked to come into the role and to NROs + underperforming restaurants to coach folks - establish at NROs in the beginning… he can influence… | → |
| WC Daytime Event Model | Wine Club & Loyalty | Not Started | Not Started | — | Cancelled4.23.26 Cancelling because we are considering daytime as part of strategy when possible for any other events (eg moving member social earlier to 3:30). | → |
| WC Exclusive Event (new formats) [PARENT] | Wine Club & Loyalty | Sustain/Grow (Expand/Optimize) | In Progress/On Track | 3 | In Progress/On TrackFY24 Q1: Tasting test (continued) | → |
| WC Gift Memberships for Events | Operations Integration | In Flight | In Progress/On Track | — | In Progress/On Track6.25.26 [SLT Strat Session]: Activate; initiative kicked off on 6.26.26 | → |
| WC Incentive Program | Wine Club & Loyalty | Create (Concept Development) | — | 2 | — | → |
| WC Member Signature Fix (keep? remove?) | Wine Club & Loyalty | In Flight | Pending | — | Deferred2.4.26 Defer to 2027+. | → |
| WC P&L | Finance | In Flight | In Progress/On Track | — | In Progress/On Track6.7.26 [per Dawn]: on track | → |
| WC Price Increase | Strategy & Planning | Design (Build/Plan) | In Progress/On Track | 1 | In Progress/On Track6.25.26: Remaining CoM updated ahead of July WC run (on June 23). Monitoring cancelations/downgrades and Member sentiment, through re-runs - to report out the week of July 6. | → |
| WC Referral Program | Wine Club & Loyalty | INACTIVE | Complete | — | Complete6.11.24 (LT): completed; exceeded target of 3k (3600) | → |
| WC TM Incentive/Grand Cru Enhancements | Wine Club & Loyalty | INACTIVE | Complete | — | Cancelled3.5.26 DUplicate of the Grand Cru reimagined project, per Jason. Cancelling. | → |
| WC Training & Coaching | Operations | Upload | Approved | 2 | — | → |
| WC Training: Sales and Coaching Modules (L&D) - COMPLETE | Learning & Development | Design (Build/Plan) | Complete | — | Complete1.8.26: Complete per Angela | → |
| WC Welcome Video | Wine Club & Loyalty | Not Started | Not Started | — | In Progress/On Track6.23.26 [Strat Mtg]: status on video request; Joe is leading - in development; launch planned for FY26 Q3 | → |
| WCE Cocktails 2024 | Wine Experience | In Flight | In Progress/On Track | — | Complete5.21.2024: completed through August | → |
| WCE Menu Engineering/Food Cost Optimization | Culinary R&D | Not Started | Not Started | — | Not Started3.23.26- Need decision if we are going to engage culinary R&D to reduce ave event food cost from 50%+ down to mid 40%. Getting to 45% allows a break even event at a 75% sell through vs the 94% required today. | → |
| WCE Night Re-Allocation | Operations Integration | Launch (Activate) | In Progress/On Track | — | — | → |
| WCE: Review/Approval Process | Culinary R&D | Not Started | Not Started | — | — | → |
| WCM Amuse Bouche | Strategy & Planning | BIG IDEA | On Hold (work paused) | — | On-hold2.12.26 [DF]: Placed on hold; keep for future ideation | → |
| WCM Card Strategy (physical vs digital) | Wine Club & Loyalty | Not Started | Not Started | — | On-hold2.4.26 Time with Loyalty 2.0 roll-out. TBD whether getting rid of physical cards. | → |
| WCM Payment History Display | IT | Discover (Blue Sky) | In Progress/On Track | — | In Progress/On Track6.16.26 IT SteerCo:Dev complete EOM June, Launch EOM July. | → |
| Website Locations Page | Wine Club & Loyalty | Design (Build/Plan) | In Progress/On Track | — | Complete5.21.2024: New locations page for CH website. | → |
| Wellness Strategy (Mental Health, Benefit Communication) | HR Total Rewards | In Flight | In Progress/On Track | — | Complete1.13.26 Katie B: The mental health communication was rolled in 2024. This can be closed. | → |
| WFF Development Program | Learning & Development | In Flight | In Progress/On Track | — | Complete5.22.2024: 40 membership will be based on this year's Talent Review Data (Ops and RSC). Assigned in June. | → |
| Wine Club & Digital [PARENT] | IT | Not Started | In Progress/On Track | 7 | — | → |
| Wine Club & Loyalty Projects | — | — | — | — | — | → |
| Wine Club Analytics, Dashboards, Reporting | IT | In Flight | Behind (delayed) | — | Behind6.12.24: In progress/behind (per Susan) | → |
| Wine Club Chit - Add Membership Type (Bottle Count) | IT | Test (Pilot) | Complete | — | Complete1.20.25: Goes live with Simphony implementation. | → |
| Wine Club Communications | Communications | Not Started | Not Started | 2 | Not StartedScope: Executive video series to shape messaging, Monthly Tips & Tricks, new incentive programs (including reimagined Grand Cru) | → |
| Wine Club Conversion Project: Phase 1 Dashboard | Wine Club & Loyalty | INACTIVE | Complete | — | Complete5.30.2023: Soft launched; phase 2 to launch in July/Aug (coaching modules with performance guidelines) | → |
| Wine Club Conversion Project: Phase 2 Performance Optimization | Operations | INACTIVE | Complete | — | Complete4.4.24: Message release from Tim | → |
| Wine Club Dinner Price Increase and Test into 3rd night | Wine Club & Loyalty | In Flight | In Progress/On Track | — | Complete5.21.2024: started in April | → |
| Wine Club Run Upgrades (Automation, Amex) | Wine Club & Loyalty | In Flight | Behind (delayed) | — | In Progress/On Track[Mktg portfolio status 6.18] Leslie put in place some automation to automatically load reports for finance vs requiring manual intervention. This is more between Leslie and Finance - chipping away at most cumbersome pieces. | → |
| Wine Delivery | Innovation | In Flight | In Progress/On Track | — | In Progress/On Track6.25.26 [SLT Strat Session]: Discussed activation; project kicked off on 6.23.26 with discovery underway and test proposal in development | → |
| Wine Education (L&D) | Learning & Development | Design (Build/Plan) | In Progress/On Track | — | In Progress/On Track6.8 Partnering with Ops Integration to develop recommendations for best approach to rollout. 5.12 Financial analysis complete including ROI for wine sales to be cost neutral. 4.7.26: Partnering with Martin to determine approach and cost 1.9.26: Refresh/update content and explore a launch plan in FY26 Q3 | → |
| Wine Education Refresh - Base/101 Training (Martin) | Wine Experience | Launch (Activate) | Complete | — | On-hold10.14.2024: pushed to January of 2025. 5.21.2024: Continuing/extended into 2024; includes Wine Essentials/Wine Expert work as well as ongoing learning via Skoox. | → |
| Wine Education: Wine Expert (Martin) | Wine Experience | Launch (Activate) | Complete | — | On-hold10.14.2024: Launch in January 5.21.2024: being built by Martin currently | → |
| Wine Experience Tentpole Strategies | Innovation | Not Started | In Progress/On Track | 2 | In Progress/On Track2026 Budget: Emily Int'l Wine Making Trips - $15,060 | → |
| Wine Gift Box Design - 2 & 3 Bottle | Retail | In Flight | In Progress/On Track | — | Complete1.9.26: Complete per Sarah B. | → |
| Wine Innovation & Experience Projects | — | Not Started | — | — | — | → |
| Wine Label Update: Super Tuscan | Marketing | Not Started | — | — | In Progress/On Track12.18.25 (DF): Approved: Switch Super Tuscan to match international line packaging; determine timing | → |
| Wine Order Guide | IT | In Flight | Complete | — | Complete10.14: Completed 8.1.24: Rollout plan - Aug 19-30 | → |
| Wine Outage Reporting | Finance | In Flight | In Progress/On Track | — | In Progress/On Track6.7.26 [per Dawn]: On Track | → |
| Wine Portfolio Category Management | Innovation | In Flight | In Progress/On Track | — | In Progress/On Track6.1.2026: Shared SKU Rationalization next steps with Tim. Nexterra working on contract negotiations for: Old Vine Zin, Barbera, Merlot. | → |
| Wine Product Line Development & Innovation | Innovation | In Flight | In Progress/On Track | 14 | — | → |
| Wine Recommendation Engine - Test Homegrown | Marketing | Not Started | Not Started | — | PendingPending Wine Data reconcilation and segmentation work | → |
| Wine Sales - In Restaurant Star Point (AOR) | Operations | Discover (Blue Sky) | Not Started | — | Not StartedScope for 2026: Look at ownership of retail wine sales: Manager “Star Point” - one person on the team drills in and owns the program locally | → |
| Wine/Bev SKU Management Strategy | Innovation | Create (Concept Development) | In Progress/On Track | 3 | In Progress/On Track4.20.26 Brought to DF, where decisions were made about removals. See notes for more details. | → |
| Winemaking Excitement Training Video (featuring facilities; EPIC!) | — | BIG IDEA | Inactive | — | — | → |
| Winery Partnerships/Synergies | Marketing | Not Started | — | — | In Progress/On TrackCakebread rd. 2 slated for September | → |
| WINGS Performance | IT | INACTIVE | Complete | — | Complete5.3.24: Complete (IT SC) | → |
| WOG Enhancements - Phase 2 Implementation | Supply Chain | INACTIVE | Pending | — | Pending3.26.26 Designated as low business priority and put into 2026 IT backlog during IT prioritization meeting. | → |
| WOM Line Up - 2024 | Wine Experience | Create (Concept Development) | In Progress/On Track | — | Complete5.21.2024: all well defined and in progress, only wine at risk is November. | → |
| WOM Line Up - 2025 | Wine Experience | Create (Concept Development) | In Progress/On Track | — | In Progress/On Track5.21.2024: well defined and on track-late 2025 still a little open | → |
| WOM Product Line (2026/2027) | Innovation | In Flight | In Progress/On Track | — | In Progress/On Track6.3.26: Confirmed La Nebbia as Sept 2027 WOM. Two open spots in 2027 WOM lineup remain - Nov & Dec. | → |
| Workflow Efficiency & Process Enhancements - Tech Enabled | M&GS | In Flight | In Progress/On Track | — | Pending6.4 Anthony: will provide breakdown of $75K and what the ask is for 2026. No longer have $75K available for 2026, but do have smaller amount. If get PCI piece, then can start recording calls + look at QA technology. Anthony to share breakdown of 2026 vs 2027 work. 5.21 Anthony: Finance approved $75K. James said we can maybe get the Ring Central QA piece to automatically track & monitor calls. --------- Per IT Prioritization meeting, this is deferred to 2027+. Focused on reducing volume of calls first by looking at common member issues & looking to solve for those. Anthony to have discussion with James to confirm that no pieces would fit into 2026 - there might be some components that don't need much IT support, and the budget was approved. | → |
| Z_2026_Cancelled | — | — | — | — | — | → |
| Z_2026_Complete | — | — | — | — | — | → |
| Z_2026_Deferred | — | — | — | — | — | → |
| Z_ENTERPRISE_ARCHIVE | — | — | — | — | — | → |
| ZZZ Prism API Write Test (safe to delete) | — | — | — | — | — | → |
Prism · Cooper’s Hawk Strategy · Mid-Year Review FY26