This bingo card has a free space and 47 words: Presenter answered their own rhetorical question, I added an Opportunity, I added a Plan, I added a Plan Step, I updated the stage of a Plan, I updated the Call Report Template in Outlook, I updated the Expected Ask Amount on an Opportunity, I updated my KYDs tiles to make Prospect Status show up, I integrated a Call Report using the Zuri Outlook Plug-In from my phone, I added a Plan with type 'Transformational Gift', I broke out of Jail, 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, I added a Plan Participant, 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!, 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, 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, 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?, Connect with the donor, confirm their interests, Data Governance is not "fixing the data", I added a Plan Step with Stage Cultivation, I added a Plan Step with Stage Solicitation and I added a Plan Step with Stage Negotiation.
MG Jail Day | MG Jail Day | MG Jail Day | MG Jail Day | MG Jail Day
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