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