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