(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.
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Strengthen next campaign
Connect with the donor, confirm their interests
Make your plan a PLAN
Enhance forecasting & analytics
Use the Transformational Gift Plan Type
Data Governance is definition and oversight
No completed plan step = no plan status
Opportunities should… have a likelihood
I asked a question
Staff have to understand how to interpret the data
Plans should… Have at least one completed step and one planned step
Deepen collaboration
Assigned prospects should… Have a planned step
MG Generic Opportunity: $55,555
Good (80%) likelihood indicates high confidence of commitment
When requesting prospect assignment add a comment for context
Low (30%) likelihood indicates qualification has been completed
Portfolio standards with a balance of prospect stages
Expected Ask Date = Date you expect gift in that FY
Additional thoughts or context?
Free!
Enhanced data consistency
Expected Ask Amount is what shows up in the Pipeline report
Get comfy in KYDS
Data Governance is not a club to exact revenge
Data Governance is not "fixing the data"
Myth: I can keep my data secure
Insight into overall donor cycle
Myth: it's 'my' data
Presenter answered their own rhetorical question
Opportunity status indicates how close we are to closing the gift
Was it an introduction? Add the relationship!
Opportunity likelihood discounts the expected amount
Opportunities should… have an expected amount
Plan status comes from the most recently completed plan step
The Prospect Management Specialist is a dedicated support
Presenter discussed Portfolio Management
Data completeness in KYDs
For Moves Management it's important to file Plan Steps