This bingo card has a free space and 40 words: Presenter answered their own rhetorical question, Insight into overall donor cycle, MG Generic Opportunity: $55,555, Assigned prospects should… Have a planned step, Transformational Generic Opportunity: $5,555,555, Data Governance is not a club to exact revenge, Myth: it's 'my' data, Low (30%) likelihood indicates qualification has been completed, Enhanced data consistency, Staff have to understand how to interpret the data, Data Governance is definition and oversight, There's nothing there?, Opportunities should… have an expected amount, Expected Ask Amount is what shows up in the Pipeline report, Good (80%) likelihood indicates high confidence of commitment, Was it an introduction? Add the relationship!, The Prospect Management Specialist is a dedicated support, For Moves Management it's important to file Plan Steps, Plans should… Have at least one completed step and one planned step, Get comfy in KYDS, Myth: I can keep my data secure, Presenter discussed Portfolio Management, I asked a question, Use the Transformational Gift Plan Type, Expected Ask Date = Date you expect gift in that FY, Strengthen next campaign, Opportunity likelihood discounts the expected amount, Opportunities should… have a likelihood, Plan status comes from the most recently completed plan step, Enhance forecasting & analytics, When requesting prospect assignment add a comment for context, Portfolio standards with a balance of prospect stages, No completed plan step = no plan status, Make your plan a PLAN, Data completeness in KYDs, Opportunity status indicates how close we are to closing the gift, Additional thoughts or context?, Deepen collaboration, Connect with the donor, confirm their interests and Data Governance is not "fixing the data".
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