PresenterdiscussedPortfolioManagementI askedaquestionInsight intooveralldonorcycleOpportunitiesshould…have alikelihoodPlan statuscomes from themost recentlycompleted planstepAdditionalthoughtsorcontext?Whenrequestingprospectassignment adda comment forcontextAssignedprospectsshould…Have aplanned stepPresenteransweredtheir ownrhetoricalquestionMG GenericOpportunity:$55,555Low (30%)likelihoodindicatesqualificationhas beencompletedThere'snothingthere?Nocompletedplan step =no planstatusDataGovernanceis not a clubto exactrevengeOpportunitystatusindicates howclose we are toclosing the giftExpected AskAmount iswhat shows upin the PipelinereportMyth: Ican keepmy datasecureDataGovernanceis definitionandoversightPortfoliostandardswith a balanceof prospectstagesPlans should…Have at leastone completedstep and oneplanned stepEnhanceforecasting& analyticsDatacompletenessin KYDsGood (80%)likelihoodindicates highconfidence ofcommitmentMakeyour plana PLANMyth:it's 'my'dataOpportunitiesshould…have anexpectedamountConnect withthe donor,confirm theirinterestsDataGovernanceis not "fixingthe data"Getcomfy inKYDSUse theTransformationalGift Plan TypeOpportunitylikelihooddiscountsthe expectedamountDeepencollaborationFor MovesManagementit's importantto file PlanStepsWas it anintroduction?Add therelationship!EnhanceddataconsistencyExpectedAsk Date =Date youexpect gift inthat FYThe ProspectManagementSpecialist is adedicatedsupportFree!StrengthennextcampaignTransformationalGenericOpportunity:$5,555,555Staff have tounderstandhow tointerpret thedataPresenterdiscussedPortfolioManagementI askedaquestionInsight intooveralldonorcycleOpportunitiesshould…have alikelihoodPlan statuscomes from themost recentlycompleted planstepAdditionalthoughtsorcontext?Whenrequestingprospectassignment adda comment forcontextAssignedprospectsshould…Have aplanned stepPresenteransweredtheir ownrhetoricalquestionMG GenericOpportunity:$55,555Low (30%)likelihoodindicatesqualificationhas beencompletedThere'snothingthere?Nocompletedplan step =no planstatusDataGovernanceis not a clubto exactrevengeOpportunitystatusindicates howclose we are toclosing the giftExpected AskAmount iswhat shows upin the PipelinereportMyth: Ican keepmy datasecureDataGovernanceis definitionandoversightPortfoliostandardswith a balanceof prospectstagesPlans should…Have at leastone completedstep and oneplanned stepEnhanceforecasting& analyticsDatacompletenessin KYDsGood (80%)likelihoodindicates highconfidence ofcommitmentMakeyour plana PLANMyth:it's 'my'dataOpportunitiesshould…have anexpectedamountConnect withthe donor,confirm theirinterestsDataGovernanceis not "fixingthe data"Getcomfy inKYDSUse theTransformationalGift Plan TypeOpportunitylikelihooddiscountsthe expectedamountDeepencollaborationFor MovesManagementit's importantto file PlanStepsWas it anintroduction?Add therelationship!EnhanceddataconsistencyExpectedAsk Date =Date youexpect gift inthat FYThe ProspectManagementSpecialist is adedicatedsupportFree!StrengthennextcampaignTransformationalGenericOpportunity:$5,555,555Staff have tounderstandhow tointerpret thedata

MG Jail Day - Call List

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