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