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