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