(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?
Data Governance is definition and oversight
Low (30%) likelihood indicates qualification has been completed
Was it an introduction? Add the relationship!
When requesting prospect assignment add a comment for context
Opportunity likelihood discounts the expected amount
Presenter discussed Portfolio Management
I asked a question
Opportunities should… have a likelihood
Deepen collaboration
For Moves Management it's important to file Plan Steps
Make your plan a PLAN
Get comfy in KYDS
Insight into overall donor cycle
Myth: I can keep my data secure
Connect with the donor, confirm their interests
Expected Ask Date = Date you expect gift in that FY
Use the Transformational Gift Plan Type
The Prospect Management Specialist is a dedicated support
Plans should… Have at least one completed step and one planned step
Opportunity status indicates how close we are to closing the gift
Assigned prospects should… Have a planned step
Myth: it's 'my' data
Plan status comes from the most recently completed plan step
Transformational Generic Opportunity: $5,555,555
Staff have to understand how to interpret the data
Presenter answered their own rhetorical question
Enhance forecasting & analytics
Opportunities should… have an expected amount
MG Generic Opportunity: $55,555
Enhanced data consistency
Expected Ask Amount is what shows up in the Pipeline report
No completed plan step = no plan status
Portfolio standards with a balance of prospect stages
Data Governance is not "fixing the data"
Strengthen next campaign
Data Governance is not a club to exact revenge
Good (80%) likelihood indicates high confidence of commitment