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