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