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