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