Myth: Ican keepmy datasecureMakeyour plana PLANAdditionalthoughtsorcontext?The ProspectManagementSpecialist is adedicatedsupportNocompletedplan step =no planstatusOpportunitiesshould…have anexpectedamountTransformationalGenericOpportunity:$5,555,555Portfoliostandardswith a balanceof prospectstagesOpportunitylikelihooddiscountsthe expectedamountStrengthennextcampaignWhenrequestingprospectassignment adda comment forcontextMyth:it's 'my'dataPresenteransweredtheir ownrhetoricalquestionConnect withthe donor,confirm theirinterestsDataGovernanceis definitionandoversightEnhanceforecasting& analyticsExpected AskAmount iswhat shows upin the PipelinereportGood (80%)likelihoodindicates highconfidence ofcommitmentLow (30%)likelihoodindicatesqualificationhas beencompletedStaff have tounderstandhow tointerpret thedataGetcomfy inKYDSInsight intooveralldonorcyclePresenterdiscussedPortfolioManagementPlans should…Have at leastone completedstep and oneplanned stepI askedaquestionOpportunitiesshould…have alikelihoodExpectedAsk Date =Date youexpect gift inthat FYDataGovernanceis not a clubto exactrevengeDeepencollaborationDataGovernanceis not "fixingthe data"MG GenericOpportunity:$55,555Datacompletenessin KYDsWas it anintroduction?Add therelationship!Use theTransformationalGift Plan TypeAssignedprospectsshould…Have aplanned stepOpportunitystatusindicates howclose we are toclosing the giftThere'snothingthere?Plan statuscomes from themost recentlycompleted planstepFor MovesManagementit's importantto file PlanStepsEnhanceddataconsistencyMyth: Ican keepmy datasecureMakeyour plana PLANAdditionalthoughtsorcontext?The ProspectManagementSpecialist is adedicatedsupportNocompletedplan step =no planstatusOpportunitiesshould…have anexpectedamountTransformationalGenericOpportunity:$5,555,555Portfoliostandardswith a balanceof prospectstagesOpportunitylikelihooddiscountsthe expectedamountStrengthennextcampaignWhenrequestingprospectassignment adda comment forcontextMyth:it's 'my'dataPresenteransweredtheir ownrhetoricalquestionConnect withthe donor,confirm theirinterestsDataGovernanceis definitionandoversightEnhanceforecasting& analyticsExpected AskAmount iswhat shows upin the PipelinereportGood (80%)likelihoodindicates highconfidence ofcommitmentLow (30%)likelihoodindicatesqualificationhas beencompletedStaff have tounderstandhow tointerpret thedataGetcomfy inKYDSInsight intooveralldonorcyclePresenterdiscussedPortfolioManagementPlans should…Have at leastone completedstep and oneplanned stepI askedaquestionOpportunitiesshould…have alikelihoodExpectedAsk Date =Date youexpect gift inthat FYDataGovernanceis not a clubto exactrevengeDeepencollaborationDataGovernanceis not "fixingthe data"MG GenericOpportunity:$55,555Datacompletenessin KYDsWas it anintroduction?Add therelationship!Use theTransformationalGift Plan TypeAssignedprospectsshould…Have aplanned stepOpportunitystatusindicates howclose we are toclosing the giftThere'snothingthere?Plan statuscomes from themost recentlycompleted planstepFor MovesManagementit's importantto file PlanStepsEnhanceddataconsistency

MG Jail Day - Call List

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