Makeyour plana PLANOpportunitylikelihooddiscountsthe expectedamountOpportunitiesshould…have alikelihoodPlans should…Have at leastone completedstep and oneplanned stepEnhanceddataconsistencyI askedaquestionExpectedAsk Date =Date youexpect gift inthat FYConnect withthe donor,confirm theirinterestsDatacompletenessin KYDsExpected AskAmount iswhat shows upin the PipelinereportStaff have tounderstandhow tointerpret thedataGood (80%)likelihoodindicates highconfidence ofcommitmentDataGovernanceis not a clubto exactrevengeTransformationalGenericOpportunity:$5,555,555Whenrequestingprospectassignment adda comment forcontextAssignedprospectsshould…Have aplanned stepThere'snothingthere?Portfoliostandardswith a balanceof prospectstagesMyth:it's 'my'dataDataGovernanceis definitionandoversightPresenterdiscussedPortfolioManagementMG GenericOpportunity:$55,555Myth: Ican keepmy datasecureNocompletedplan step =no planstatusLow (30%)likelihoodindicatesqualificationhas beencompletedGetcomfy inKYDSOpportunitiesshould…have anexpectedamountDeepencollaborationUse theTransformationalGift Plan TypeThe ProspectManagementSpecialist is adedicatedsupportStrengthennextcampaignOpportunitystatusindicates howclose we are toclosing the giftDataGovernanceis not "fixingthe data"Was it anintroduction?Add therelationship!Presenteransweredtheir ownrhetoricalquestionEnhanceforecasting& analyticsFor MovesManagementit's importantto file PlanStepsAdditionalthoughtsorcontext?Insight intooveralldonorcyclePlan statuscomes from themost recentlycompleted planstepMakeyour plana PLANOpportunitylikelihooddiscountsthe expectedamountOpportunitiesshould…have alikelihoodPlans should…Have at leastone completedstep and oneplanned stepEnhanceddataconsistencyI askedaquestionExpectedAsk Date =Date youexpect gift inthat FYConnect withthe donor,confirm theirinterestsDatacompletenessin KYDsExpected AskAmount iswhat shows upin the PipelinereportStaff have tounderstandhow tointerpret thedataGood (80%)likelihoodindicates highconfidence ofcommitmentDataGovernanceis not a clubto exactrevengeTransformationalGenericOpportunity:$5,555,555Whenrequestingprospectassignment adda comment forcontextAssignedprospectsshould…Have aplanned stepThere'snothingthere?Portfoliostandardswith a balanceof prospectstagesMyth:it's 'my'dataDataGovernanceis definitionandoversightPresenterdiscussedPortfolioManagementMG GenericOpportunity:$55,555Myth: Ican keepmy datasecureNocompletedplan step =no planstatusLow (30%)likelihoodindicatesqualificationhas beencompletedGetcomfy inKYDSOpportunitiesshould…have anexpectedamountDeepencollaborationUse theTransformationalGift Plan TypeThe ProspectManagementSpecialist is adedicatedsupportStrengthennextcampaignOpportunitystatusindicates howclose we are toclosing the giftDataGovernanceis not "fixingthe data"Was it anintroduction?Add therelationship!Presenteransweredtheir ownrhetoricalquestionEnhanceforecasting& analyticsFor MovesManagementit's importantto file PlanStepsAdditionalthoughtsorcontext?Insight intooveralldonorcyclePlan statuscomes from themost recentlycompleted planstep

MG Jail Day - Call List

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