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