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