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