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