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