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