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