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