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