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