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