(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.
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
Free!
Assigned prospects should… Have a planned step
Opportunity status indicates how close we are to closing the gift
Plan status comes from the most recently completed plan step
Data Governance is not "fixing the data"
There's nothing there?
Transformational Generic Opportunity: $5,555,555
Data Governance is definition and oversight
Expected Ask Date = Date you expect gift in that FY
Connect with the donor, confirm their interests
Expected Ask Amount is what shows up in the Pipeline report
The Prospect Management Specialist is a dedicated support
Deepen collaboration
Make your plan a PLAN
Myth: I can keep my data secure
Was it an introduction? Add the relationship!
Presenter answered their own rhetorical question
Enhance forecasting & analytics
No completed plan step = no plan status
For Moves Management it's important to file Plan Steps
Strengthen next campaign
Staff have to understand how to interpret the data
Opportunities should… have an expected amount
Additional thoughts or context?
Good (80%) likelihood indicates high confidence of commitment
Data completeness in KYDs
Enhanced data consistency
Opportunities should… have a likelihood
Myth: it's 'my' data
Portfolio standards with a balance of prospect stages
Get comfy in KYDS
Data Governance is not a club to exact revenge
MG Generic Opportunity: $55,555
I asked a question
Presenter discussed Portfolio Management
Use the Transformational Gift Plan Type
Plans should… Have at least one completed step and one planned step
When requesting prospect assignment add a comment for context
Opportunity likelihood discounts the expected amount
Low (30%) likelihood indicates qualification has been completed