(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 Governance is definition and oversight
Enhanced data consistency
Strengthen next campaign
Enhance forecasting & analytics
Opportunity likelihood discounts the expected amount
Assigned prospects should… Have a planned step
Plan status comes from the most recently completed plan step
Data Governance is not "fixing the data"
Expected Ask Date = Date you expect gift in that FY
Myth: I can keep my data secure
When requesting prospect assignment add a comment for context
Insight into overall donor cycle
Myth: it's 'my' data
Staff have to understand how to interpret the data
Data completeness in KYDs
Get comfy in KYDS
MG Generic Opportunity: $55,555
Deepen collaboration
For Moves Management it's important to file Plan Steps
Additional thoughts or context?
No completed plan step = no plan status
Good (80%) likelihood indicates high confidence of commitment
Opportunities should… have an expected amount
Opportunities should… have a likelihood
Free!
Transformational Generic Opportunity: $5,555,555
Make your plan a PLAN
Data Governance is not a club to exact revenge
Presenter answered their own rhetorical question
Portfolio standards with a balance of prospect stages
Low (30%) likelihood indicates qualification has been completed
The Prospect Management Specialist is a dedicated support
I asked a question
Opportunity status indicates how close we are to closing the gift
Connect with the donor, confirm their interests
Expected Ask Amount is what shows up in the Pipeline report
Presenter discussed Portfolio Management
Use the Transformational Gift Plan Type
Was it an introduction? Add the relationship!
Plans should… Have at least one completed step and one planned step