(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.
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
Opportunity status indicates how close we are to closing the gift
Data completeness in KYDs
Data Governance is definition and oversight
Expected Ask Amount is what shows up in the Pipeline report
When requesting prospect assignment add a comment for context
Low (30%) likelihood indicates qualification has been completed
Transformational Generic Opportunity: $5,555,555
I asked a question
Data Governance is not a club to exact revenge
Make your plan a PLAN
Good (80%) likelihood indicates high confidence of commitment
For Moves Management it's important to file Plan Steps
Opportunities should… have an expected amount
Use the Transformational Gift Plan Type
Deepen collaboration
Data Governance is not "fixing the data"
Plans should… Have at least one completed step and one planned step
No completed plan step = no plan status
Enhance forecasting & analytics
Opportunity likelihood discounts the expected amount
Portfolio standards with a balance of prospect stages
MG Generic Opportunity: $55,555
Was it an introduction? Add the relationship!
Presenter answered their own rhetorical question
There's nothing there?
Opportunities should… have a likelihood
Expected Ask Date = Date you expect gift in that FY
Myth: it's 'my' data
Staff have to understand how to interpret the data
The Prospect Management Specialist is a dedicated support
Strengthen next campaign
Insight into overall donor cycle
Connect with the donor, confirm their interests
Enhanced data consistency
Assigned prospects should… Have a planned step
Get comfy in KYDS
Presenter discussed Portfolio Management
Plan status comes from the most recently completed plan step