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