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