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