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