(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.
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
Transformational Generic Opportunity: $5,555,555
Expected Ask Amount is what shows up in the Pipeline report
Portfolio standards with a balance of prospect stages
Opportunity status indicates how close we are to closing the gift
Make your plan a PLAN
Opportunities should… have a likelihood
Assigned prospects should… Have a planned step
Data completeness in KYDs
Opportunities should… have an expected amount
Strengthen next campaign
Good (80%) likelihood indicates high confidence of commitment
Data Governance is not a club to exact revenge
Opportunity likelihood discounts the expected amount
Connect with the donor, confirm their interests
Data Governance is not "fixing the data"
When requesting prospect assignment add a comment for context
Plan status comes from the most recently completed plan step
Presenter discussed Portfolio Management
Use the Transformational Gift Plan Type
Plans should… Have at least one completed step and one planned step
Was it an introduction? Add the relationship!
Enhance forecasting & analytics
No completed plan step = no plan status
The Prospect Management Specialist is a dedicated support
I asked a question
Additional thoughts or context?
Expected Ask Date = Date you expect gift in that FY
There's nothing there?
Myth: I can keep my data secure
Insight into overall donor cycle
Enhanced data consistency
Low (30%) likelihood indicates qualification has been completed
Deepen collaboration
Staff have to understand how to interpret the data
Myth: it's 'my' data
MG Generic Opportunity: $55,555
Data Governance is definition and oversight
Presenter answered their own rhetorical question
Get comfy in KYDS
For Moves Management it's important to file Plan Steps