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