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