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