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