This bingo card has 41 words: Free!, I asked a question, Presenter answered their own rhetorical question, Data Governance is not a club to exact revenge, Presenter discussed Portfolio Management, Enhance forecasting & analytics, Deepen collaboration, Strengthen next campaign, Enhanced data consistency, Use the Transformational Gift Plan Type, Plan status comes from the most recently completed plan step, No completed plan step = no plan status, For Moves Management it's important to file Plan Steps, Expected Ask Date = Date you expect gift in that FY, Expected Ask Amount is what shows up in the Pipeline report, Opportunity status indicates how close we are to closing the gift, Opportunity likelihood discounts the expected amount, Good (80%) likelihood indicates high confidence of commitment, Low (30%) likelihood indicates qualification has been completed, MG Generic Opportunity: $55,555, Transformational Generic Opportunity: $5,555,555, When requesting prospect assignment add a comment for context, Was it an introduction? Add the relationship!, Additional thoughts or context?, Assigned prospects should… Have a planned step, Insight into overall donor cycle, There's nothing there?, Make your plan a PLAN, Connect with the donor, confirm their interests, Plans should… Have at least one completed step and one planned step, Opportunities should… have a likelihood, Opportunities should… have an expected amount, Get comfy in KYDS, Data Governance is not "fixing the data", Data Governance is definition and oversight, Staff have to understand how to interpret the data, Myth: I can keep my data secure, Myth: it's 'my' data, The Prospect Management Specialist is a dedicated support, Data completeness in KYDs and Portfolio standards with a balance of prospect stages.
MG Jail Day | MG Jail Day | MG Jail Day | MG Jail Day | MG Jail Day
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