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