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