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