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