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