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