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