(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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Presenter answered their own rhetorical question
Transformational Generic Opportunity: $5,555,555
Myth: I can keep my data secure
Presenter discussed Portfolio Management
Opportunity status indicates how close we are to closing the gift
Plan status comes from the most recently completed plan step
Enhanced data consistency
Low (30%) likelihood indicates qualification has been completed
Data completeness in KYDs
Enhance forecasting & analytics
When requesting prospect assignment add a comment for context
No completed plan step = no plan status
MG Generic Opportunity: $55,555
Opportunity likelihood discounts the expected amount
The Prospect Management Specialist is a dedicated support
Opportunities should… have a likelihood
Get comfy in KYDS
Additional thoughts or context?
Was it an introduction? Add the relationship!
Data Governance is not "fixing the data"
Plans should… Have at least one completed step and one planned step
Myth: it's 'my' data
Assigned prospects should… Have a planned step
Opportunities should… have an expected amount
Data Governance is definition and oversight
Connect with the donor, confirm their interests
Expected Ask Amount is what shows up in the Pipeline report
Expected Ask Date = Date you expect gift in that FY
Deepen collaboration
Insight into overall donor cycle
Staff have to understand how to interpret the data
I asked a question
Strengthen next campaign
Use the Transformational Gift Plan Type
Portfolio standards with a balance of prospect stages
For Moves Management it's important to file Plan Steps
Make your plan a PLAN
Good (80%) likelihood indicates high confidence of commitment