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