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