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