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