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