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