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