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