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