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