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