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