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