(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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Enhanced data consistency
Use the Transformational Gift Plan Type
When requesting prospect assignment add a comment for context
Deepen collaboration
The Prospect Management Specialist is a dedicated support
Staff have to understand how to interpret the data
Low (30%) likelihood indicates qualification has been completed
Enhance forecasting & analytics
Data completeness in KYDs
Assigned prospects should… Have a planned step
Myth: it's 'my' data
Was it an introduction? Add the relationship!
MG Generic Opportunity: $55,555
Good (80%) likelihood indicates high confidence of commitment
Strengthen next campaign
Opportunities should… have an expected amount
For Moves Management it's important to file Plan Steps
Expected Ask Date = Date you expect gift in that FY
Make your plan a PLAN
Opportunity status indicates how close we are to closing the gift
Data Governance is definition and oversight
Portfolio standards with a balance of prospect stages
Presenter answered their own rhetorical question
Insight into overall donor cycle
Myth: I can keep my data secure
Plan status comes from the most recently completed plan step
Presenter discussed Portfolio Management
There's nothing there?
Additional thoughts or context?
Opportunity likelihood discounts the expected amount
Data Governance is not a club to exact revenge
Get comfy in KYDS
Plans should… Have at least one completed step and one planned step
I asked a question
Expected Ask Amount is what shows up in the Pipeline report
