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