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