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