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