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