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