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