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