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