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