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