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