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