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