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