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