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