ExpectedAsk Date =Date youexpect gift inthat FYStrengthennextcampaignPlans should…Have at leastone completedstep and oneplanned stepGetcomfy inKYDSPortfoliostandardswith a balanceof prospectstagesMakeyour plana PLANUse theTransformationalGift Plan TypeInsight intooveralldonorcyclePresenterdiscussedPortfolioManagementTransformationalGenericOpportunity:$5,555,555Assignedprospectsshould…Have aplanned stepOpportunitiesshould…have alikelihoodWas it anintroduction?Add therelationship!Good (80%)likelihoodindicates highconfidence ofcommitmentThere'snothingthere?Opportunitylikelihooddiscountsthe expectedamountPresenteransweredtheir ownrhetoricalquestionPlan statuscomes from themost recentlycompleted planstepDeepencollaborationMyth:it's 'my'dataDatacompletenessin KYDsDataGovernanceis not a clubto exactrevengeWhenrequestingprospectassignment adda comment forcontextConnect withthe donor,confirm theirinterestsFree!Nocompletedplan step =no planstatusExpected AskAmount iswhat shows upin the PipelinereportStaff have tounderstandhow tointerpret thedataFor MovesManagementit's importantto file PlanStepsThe ProspectManagementSpecialist is adedicatedsupportI askedaquestionEnhanceforecasting& analyticsMG GenericOpportunity:$55,555DataGovernanceis not "fixingthe data"Myth: Ican keepmy datasecureEnhanceddataconsistencyOpportunitiesshould…have anexpectedamountOpportunitystatusindicates howclose we are toclosing the giftDataGovernanceis definitionandoversightAdditionalthoughtsorcontext?Low (30%)likelihoodindicatesqualificationhas beencompletedExpectedAsk Date =Date youexpect gift inthat FYStrengthennextcampaignPlans should…Have at leastone completedstep and oneplanned stepGetcomfy inKYDSPortfoliostandardswith a balanceof prospectstagesMakeyour plana PLANUse theTransformationalGift Plan TypeInsight intooveralldonorcyclePresenterdiscussedPortfolioManagementTransformationalGenericOpportunity:$5,555,555Assignedprospectsshould…Have aplanned stepOpportunitiesshould…have alikelihoodWas it anintroduction?Add therelationship!Good (80%)likelihoodindicates highconfidence ofcommitmentThere'snothingthere?Opportunitylikelihooddiscountsthe expectedamountPresenteransweredtheir ownrhetoricalquestionPlan statuscomes from themost recentlycompleted planstepDeepencollaborationMyth:it's 'my'dataDatacompletenessin KYDsDataGovernanceis not a clubto exactrevengeWhenrequestingprospectassignment adda comment forcontextConnect withthe donor,confirm theirinterestsFree!Nocompletedplan step =no planstatusExpected AskAmount iswhat shows upin the PipelinereportStaff have tounderstandhow tointerpret thedataFor MovesManagementit's importantto file PlanStepsThe ProspectManagementSpecialist is adedicatedsupportI askedaquestionEnhanceforecasting& analyticsMG GenericOpportunity:$55,555DataGovernanceis not "fixingthe data"Myth: Ican keepmy datasecureEnhanceddataconsistencyOpportunitiesshould…have anexpectedamountOpportunitystatusindicates howclose we are toclosing the giftDataGovernanceis definitionandoversightAdditionalthoughtsorcontext?Low (30%)likelihoodindicatesqualificationhas beencompleted

MG Jail Day - Call List

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