(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
Expected Ask Amount is what shows up in the Pipeline report
Use the Transformational Gift Plan Type
Free!
Get comfy in KYDS
Additional thoughts or context?
Presenter answered their own rhetorical question
Assigned prospects should… Have a planned step
Opportunity status indicates how close we are to closing the gift
No completed plan step = no plan status
Low (30%) likelihood indicates qualification has been completed
Data Governance is not a club to exact revenge
Strengthen next campaign
Was it an introduction? Add the relationship!
Connect with the donor, confirm their interests
Myth: it's 'my' data
Opportunities should… have a likelihood
For Moves Management it's important to file Plan Steps
Myth: I can keep my data secure
Opportunities should… have an expected amount
Staff have to understand how to interpret the data
Plan status comes from the most recently completed plan step
When requesting prospect assignment add a comment for context
Data Governance is definition and oversight
Plans should… Have at least one completed step and one planned step
Enhance forecasting & analytics
I asked a question
Presenter discussed Portfolio Management
Make your plan a PLAN
MG Generic Opportunity: $55,555
Data Governance is not "fixing the data"
Good (80%) likelihood indicates high confidence of commitment
Portfolio standards with a balance of prospect stages
Insight into overall donor cycle
Transformational Generic Opportunity: $5,555,555
Expected Ask Date = Date you expect gift in that FY
Deepen collaboration
Enhanced data consistency
Data completeness in KYDs
The Prospect Management Specialist is a dedicated support