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