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