(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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Opportunities should… have a likelihood
Insight into overall donor cycle
Presenter discussed Portfolio Management
Low (30%) likelihood indicates qualification has been completed
Plans should… Have at least one completed step and one planned step
Data completeness in KYDs
Enhanced data consistency
Data Governance is definition and oversight
Opportunities should… have an expected amount
Free!
I asked a question
Additional thoughts or context?
Expected Ask Amount is what shows up in the Pipeline report
MG Generic Opportunity: $55,555
Assigned prospects should… Have a planned step
Presenter answered their own rhetorical question
Use the Transformational Gift Plan Type
Myth: I can keep my data secure
Connect with the donor, confirm their interests
Data Governance is not a club to exact revenge
Transformational Generic Opportunity: $5,555,555
Deepen collaboration
For Moves Management it's important to file Plan Steps
Good (80%) likelihood indicates high confidence of commitment
Myth: it's 'my' data
Get comfy in KYDS
Opportunity status indicates how close we are to closing the gift
There's nothing there?
Opportunity likelihood discounts the expected amount
Staff have to understand how to interpret the data
When requesting prospect assignment add a comment for context
The Prospect Management Specialist is a dedicated support
Data Governance is not "fixing the data"
Plan status comes from the most recently completed plan step
Was it an introduction? Add the relationship!
Expected Ask Date = Date you expect gift in that FY
Portfolio standards with a balance of prospect stages
