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