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