(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
Low (30%) likelihood indicates qualification has been completed
When requesting prospect assignment add a comment for context
Plan status comes from the most recently completed plan step
Expected Ask Amount is what shows up in the Pipeline report
Get comfy in KYDS
Enhance forecasting & analytics
Assigned prospects should… Have a planned step
Was it an introduction? Add the relationship!
Data Governance is not "fixing the data"
Insight into overall donor cycle
Myth: I can keep my data secure
Opportunity likelihood discounts the expected amount
Opportunity status indicates how close we are to closing the gift
Plans should… Have at least one completed step and one planned step
Opportunities should… have a likelihood
Staff have to understand how to interpret the data
Strengthen next campaign
Make your plan a PLAN
Portfolio standards with a balance of prospect stages
Good (80%) likelihood indicates high confidence of commitment
For Moves Management it's important to file Plan Steps
Data completeness in KYDs
The Prospect Management Specialist is a dedicated support
MG Generic Opportunity: $55,555
Transformational Generic Opportunity: $5,555,555
Additional thoughts or context?
Enhanced data consistency
Presenter discussed Portfolio Management
Use the Transformational Gift Plan Type
There's nothing there?
Data Governance is not a club to exact revenge
Opportunities should… have an expected amount
Expected Ask Date = Date you expect gift in that FY