(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.
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
Myth: it's 'my' data
Data Governance is definition and oversight
Expected Ask Date = Date you expect gift in that FY
Use the Transformational Gift Plan Type
Presenter discussed Portfolio Management
Make your plan a PLAN
Opportunity likelihood discounts the expected amount
Assigned prospects should… Have a planned step
Get comfy in KYDS
Low (30%) likelihood indicates qualification has been completed
Opportunities should… have an expected amount
Myth: I can keep my data secure
Strengthen next campaign
Portfolio standards with a balance of prospect stages
There's nothing there?
MG Generic Opportunity: $55,555
I asked a question
Deepen collaboration
For Moves Management it's important to file Plan Steps
Transformational Generic Opportunity: $5,555,555
The Prospect Management Specialist is a dedicated support
Was it an introduction? Add the relationship!
Plans should… Have at least one completed step and one planned step
Data completeness in KYDs
Additional thoughts or context?
Expected Ask Amount is what shows up in the Pipeline report
Connect with the donor, confirm their interests
Insight into overall donor cycle
Opportunities should… have a likelihood
Plan status comes from the most recently completed plan step
Enhance forecasting & analytics
Opportunity status indicates how close we are to closing the gift
Enhanced data consistency
When requesting prospect assignment add a comment for context
Data Governance is not "fixing the data"
Staff have to understand how to interpret the data
Good (80%) likelihood indicates high confidence of commitment