(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.
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
Make your plan a PLAN
Good (80%) likelihood indicates high confidence of commitment
Insight into overall donor cycle
Get comfy in KYDS
Plans should… Have at least one completed step and one planned step
Low (30%) likelihood indicates qualification has been completed
For Moves Management it's important to file Plan Steps
Expected Ask Date = Date you expect gift in that FY
Opportunities should… have an expected amount
There's nothing there?
Portfolio standards with a balance of prospect stages
When requesting prospect assignment add a comment for context
Opportunity status indicates how close we are to closing the gift
Opportunity likelihood discounts the expected amount
Enhanced data consistency
Data Governance is not "fixing the data"
Data Governance is definition and oversight
Opportunities should… have a likelihood
Myth: it's 'my' data
Plan status comes from the most recently completed plan step
Assigned prospects should… Have a planned step
Expected Ask Amount is what shows up in the Pipeline report
Was it an introduction? Add the relationship!
Enhance forecasting & analytics
The Prospect Management Specialist is a dedicated support
No completed plan step = no plan status
Data Governance is not a club to exact revenge
Connect with the donor, confirm their interests
Myth: I can keep my data secure
Transformational Generic Opportunity: $5,555,555
Presenter discussed Portfolio Management
Data completeness in KYDs
Presenter answered their own rhetorical question
Additional thoughts or context?
Strengthen next campaign
Free!
Use the Transformational Gift Plan Type
MG Generic Opportunity: $55,555
Deepen collaboration
I asked a question
Staff have to understand how to interpret the data