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