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