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