(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
Enhance forecasting & analytics
No completed plan step = no plan status
Connect with the donor, confirm their interests
Strengthen next campaign
I asked a question
Plans should… Have at least one completed step and one planned step
For Moves Management it's important to file Plan Steps
Data Governance is definition and oversight
Portfolio standards with a balance of prospect stages
Data completeness in KYDs
Expected Ask Date = Date you expect gift in that FY
Low (30%) likelihood indicates qualification has been completed
Data Governance is not "fixing the data"
Make your plan a PLAN
Presenter answered their own rhetorical question
Data Governance is not a club to exact revenge
Opportunity likelihood discounts the expected amount
Staff have to understand how to interpret the data
Opportunities should… have a likelihood
When requesting prospect assignment add a comment for context
Get comfy in KYDS
Was it an introduction? Add the relationship!
Assigned prospects should… Have a planned step
Presenter discussed Portfolio Management
Plan status comes from the most recently completed plan step
Opportunity status indicates how close we are to closing the gift
Myth: it's 'my' data
Deepen collaboration
Expected Ask Amount is what shows up in the Pipeline report
MG Generic Opportunity: $55,555
Opportunities should… have an expected amount
Myth: I can keep my data secure
Use the Transformational Gift Plan Type
Additional thoughts or context?
Transformational Generic Opportunity: $5,555,555
The Prospect Management Specialist is a dedicated support