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