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