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