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