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