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