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