(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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Transformational Generic Opportunity: $5,555,555
Use the Transformational Gift Plan Type
MG Generic Opportunity: $55,555
Assigned prospects should… Have a planned step
Good (80%) likelihood indicates high confidence of commitment
Additional thoughts or context?
I asked a question
Opportunities should… have a likelihood
Expected Ask Amount is what shows up in the Pipeline report
Data Governance is not a club to exact revenge
The Prospect Management Specialist is a dedicated support
Get comfy in KYDS
Data Governance is definition and oversight
Strengthen next campaign
Make your plan a PLAN
Myth: it's 'my' data
Data Governance is not "fixing the data"
Free!
Was it an introduction? Add the relationship!
Presenter answered their own rhetorical question
Presenter discussed Portfolio Management
Plans should… Have at least one completed step and one planned step
Deepen collaboration
Low (30%) likelihood indicates qualification has been completed
Enhanced data consistency
Myth: I can keep my data secure
Enhance forecasting & analytics
For Moves Management it's important to file Plan Steps
Opportunity status indicates how close we are to closing the gift
No completed plan step = no plan status
Expected Ask Date = Date you expect gift in that FY
Portfolio standards with a balance of prospect stages
When requesting prospect assignment add a comment for context
Opportunity likelihood discounts the expected amount
Plan status comes from the most recently completed plan step
Staff have to understand how to interpret the data
