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