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