(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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Opportunities should… have a likelihood
Data Governance is not "fixing the data"
Data Governance is definition and oversight
Good (80%) likelihood indicates high confidence of commitment
Plan status comes from the most recently completed plan step
Insight into overall donor cycle
Transformational Generic Opportunity: $5,555,555
Opportunity likelihood discounts the expected amount
Get comfy in KYDS
Free!
Data completeness in KYDs
I asked a question
Additional thoughts or context?
There's nothing there?
Expected Ask Date = Date you expect gift in that FY
Strengthen next campaign
Opportunities should… have an expected amount
Data Governance is not a club to exact revenge
Opportunity status indicates how close we are to closing the gift
Make your plan a PLAN
Use the Transformational Gift Plan Type
When requesting prospect assignment add a comment for context
Presenter discussed Portfolio Management
Presenter answered their own rhetorical question
Was it an introduction? Add the relationship!
Deepen collaboration
For Moves Management it's important to file Plan Steps
The Prospect Management Specialist is a dedicated support
Portfolio standards with a balance of prospect stages
Enhanced data consistency
Connect with the donor, confirm their interests
Low (30%) likelihood indicates qualification has been completed
Myth: it's 'my' data
Plans should… Have at least one completed step and one planned step
Staff have to understand how to interpret the data
Myth: I can keep my data secure
Expected Ask Amount is what shows up in the Pipeline report
