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