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