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