(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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No completed plan step = no plan status
Was it an introduction? Add the relationship!
Enhance forecasting & analytics
Get comfy in KYDS
When requesting prospect assignment add a comment for context
Enhanced data consistency
For Moves Management it's important to file Plan Steps
Plans should… Have at least one completed step and one planned step
Deepen collaboration
Opportunity status indicates how close we are to closing the gift
Make your plan a PLAN
Low (30%) likelihood indicates qualification has been completed
Free!
Expected Ask Date = Date you expect gift in that FY
Data Governance is not a club to exact revenge
Plan status comes from the most recently completed plan step
Myth: it's 'my' data
Portfolio standards with a balance of prospect stages
Data Governance is not "fixing the data"
Data Governance is definition and oversight
Data completeness in KYDs
Opportunities should… have a likelihood
Presenter answered their own rhetorical question
Staff have to understand how to interpret the data
Presenter discussed Portfolio Management
MG Generic Opportunity: $55,555
Assigned prospects should… Have a planned step
Additional thoughts or context?
Insight into overall donor cycle
Myth: I can keep my data secure
Use the Transformational Gift Plan Type
Connect with the donor, confirm their interests
Good (80%) likelihood indicates high confidence of commitment
The Prospect Management Specialist is a dedicated support
Opportunities should… have an expected amount
Opportunity likelihood discounts the expected amount
Transformational Generic Opportunity: $5,555,555
Strengthen next campaign
Expected Ask Amount is what shows up in the Pipeline report