Plan statuscomes from themost recentlycompleted planstepEnhanceddataconsistencyFor MovesManagementit's importantto file PlanStepsPresenterdiscussedPortfolioManagementAssignedprospectsshould…Have aplanned stepMakeyour plana PLANOpportunitylikelihooddiscountsthe expectedamountDeepencollaborationExpected AskAmount iswhat shows upin the PipelinereportWas it anintroduction?Add therelationship!The ProspectManagementSpecialist is adedicatedsupportStaff have tounderstandhow tointerpret thedataMyth: Ican keepmy datasecureUse theTransformationalGift Plan TypeEnhanceforecasting& analyticsOpportunitystatusindicates howclose we are toclosing the giftDataGovernanceis not "fixingthe data"Getcomfy inKYDSConnect withthe donor,confirm theirinterestsAdditionalthoughtsorcontext?Whenrequestingprospectassignment adda comment forcontextDataGovernanceis definitionandoversightNocompletedplan step =no planstatusStrengthennextcampaignLow (30%)likelihoodindicatesqualificationhas beencompletedDataGovernanceis not a clubto exactrevengeDatacompletenessin KYDsMG GenericOpportunity:$55,555TransformationalGenericOpportunity:$5,555,555Plans should…Have at leastone completedstep and oneplanned stepMyth:it's 'my'dataInsight intooveralldonorcycleOpportunitiesshould…have anexpectedamountPresenteransweredtheir ownrhetoricalquestionThere'snothingthere?ExpectedAsk Date =Date youexpect gift inthat FYI askedaquestionPortfoliostandardswith a balanceof prospectstagesOpportunitiesshould…have alikelihoodGood (80%)likelihoodindicates highconfidence ofcommitmentPlan statuscomes from themost recentlycompleted planstepEnhanceddataconsistencyFor MovesManagementit's importantto file PlanStepsPresenterdiscussedPortfolioManagementAssignedprospectsshould…Have aplanned stepMakeyour plana PLANOpportunitylikelihooddiscountsthe expectedamountDeepencollaborationExpected AskAmount iswhat shows upin the PipelinereportWas it anintroduction?Add therelationship!The ProspectManagementSpecialist is adedicatedsupportStaff have tounderstandhow tointerpret thedataMyth: Ican keepmy datasecureUse theTransformationalGift Plan TypeEnhanceforecasting& analyticsOpportunitystatusindicates howclose we are toclosing the giftDataGovernanceis not "fixingthe data"Getcomfy inKYDSConnect withthe donor,confirm theirinterestsAdditionalthoughtsorcontext?Whenrequestingprospectassignment adda comment forcontextDataGovernanceis definitionandoversightNocompletedplan step =no planstatusStrengthennextcampaignLow (30%)likelihoodindicatesqualificationhas beencompletedDataGovernanceis not a clubto exactrevengeDatacompletenessin KYDsMG GenericOpportunity:$55,555TransformationalGenericOpportunity:$5,555,555Plans should…Have at leastone completedstep and oneplanned stepMyth:it's 'my'dataInsight intooveralldonorcycleOpportunitiesshould…have anexpectedamountPresenteransweredtheir ownrhetoricalquestionThere'snothingthere?ExpectedAsk Date =Date youexpect gift inthat FYI askedaquestionPortfoliostandardswith a balanceof prospectstagesOpportunitiesshould…have alikelihoodGood (80%)likelihoodindicates highconfidence ofcommitment

MG Jail Day - Call List

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