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