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