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