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