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