I integrated aCall Reportusing the ZuriOutlook Plug-Infrom my phoneDatacompletenessin KYDsDataGovernanceis not "fixingthe data"I added aPlan Stepwith StageSolicitationI added aPlanParticipantPresenteransweredtheir ownrhetoricalquestionGetcomfy inKYDSTransformationalGenericOpportunity:$5,555,555Plan statuscomes from themost recentlycompleted planstepI addeda PlanOpportunitystatusindicates howclose we are toclosing the giftAdditionalthoughtsorcontext?Nocompletedplan step =no planstatusPlans should…Have at leastone completedstep and oneplanned stepI addeda PlanStepEnhanceforecasting& analyticsGood (80%)likelihoodindicates highconfidence ofcommitmentPresenterdiscussedPortfolioManagementDataGovernanceis not a clubto exactrevengeOpportunitiesshould…have alikelihoodPortfoliostandardswith a balanceof prospectstagesOpportunitiesshould…have anexpectedamountConnect withthe donor,confirm theirinterestsI updated myKYDs tiles tomake ProspectStatus showupI askedaquestionDataGovernanceis definitionandoversightI added aPlan Stepwith StageNegotiationMG GenericOpportunity:$55,555I added a Planwith type'TransformationalGift'There'snothingthere?I added aPlan Stepwith StageCultivationExpected AskAmount iswhat shows upin the PipelinereportExpectedAsk Date =Date youexpect gift inthat FYI updated theCall ReportTemplate inOutlookLow (30%)likelihoodindicatesqualificationhas beencompletedMyth:it's 'my'dataWas it anintroduction?Add therelationship!Opportunitylikelihooddiscountsthe expectedamountAssignedprospectsshould…Have aplanned stepMyth: Ican keepmy datasecureFor MovesManagementit's importantto file PlanStepsI brokeout ofJailStrengthennextcampaignI updated theExpectedAsk Amounton anOpportunityI added anOpportunityI updatedthe stageof a PlanMakeyour plana PLANI integrated aCall Reportusing the ZuriOutlook Plug-Infrom my phoneDatacompletenessin KYDsDataGovernanceis not "fixingthe data"I added aPlan Stepwith StageSolicitationI added aPlanParticipantPresenteransweredtheir ownrhetoricalquestionGetcomfy inKYDSTransformationalGenericOpportunity:$5,555,555Plan statuscomes from themost recentlycompleted planstepI addeda PlanOpportunitystatusindicates howclose we are toclosing the giftAdditionalthoughtsorcontext?Nocompletedplan step =no planstatusPlans should…Have at leastone completedstep and oneplanned stepI addeda PlanStepEnhanceforecasting& analyticsGood (80%)likelihoodindicates highconfidence ofcommitmentPresenterdiscussedPortfolioManagementDataGovernanceis not a clubto exactrevengeOpportunitiesshould…have alikelihoodPortfoliostandardswith a balanceof prospectstagesOpportunitiesshould…have anexpectedamountConnect withthe donor,confirm theirinterestsI updated myKYDs tiles tomake ProspectStatus showupI askedaquestionDataGovernanceis definitionandoversightI added aPlan Stepwith StageNegotiationMG GenericOpportunity:$55,555I added a Planwith type'TransformationalGift'There'snothingthere?I added aPlan Stepwith StageCultivationExpected AskAmount iswhat shows upin the PipelinereportExpectedAsk Date =Date youexpect gift inthat FYI updated theCall ReportTemplate inOutlookLow (30%)likelihoodindicatesqualificationhas beencompletedMyth:it's 'my'dataWas it anintroduction?Add therelationship!Opportunitylikelihooddiscountsthe expectedamountAssignedprospectsshould…Have aplanned stepMyth: Ican keepmy datasecureFor MovesManagementit's importantto file PlanStepsI brokeout ofJailStrengthennextcampaignI updated theExpectedAsk Amounton anOpportunityI added anOpportunityI updatedthe stageof a PlanMakeyour plana PLAN

MG Jail Day Bingo - Call List

(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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  1. I integrated a Call Report using the Zuri Outlook Plug-In from my phone
  2. Data completeness in KYDs
  3. Data Governance is not "fixing the data"
  4. I added a Plan Step with Stage Solicitation
  5. I added a Plan Participant
  6. Presenter answered their own rhetorical question
  7. Get comfy in KYDS
  8. Transformational Generic Opportunity: $5,555,555
  9. Plan status comes from the most recently completed plan step
  10. I added a Plan
  11. Opportunity status indicates how close we are to closing the gift
  12. Additional thoughts or context?
  13. No completed plan step = no plan status
  14. Plans should… Have at least one completed step and one planned step
  15. I added a Plan Step
  16. Enhance forecasting & analytics
  17. Good (80%) likelihood indicates high confidence of commitment
  18. Presenter discussed Portfolio Management
  19. Data Governance is not a club to exact revenge
  20. Opportunities should… have a likelihood
  21. Portfolio standards with a balance of prospect stages
  22. Opportunities should… have an expected amount
  23. Connect with the donor, confirm their interests
  24. I updated my KYDs tiles to make Prospect Status show up
  25. I asked a question
  26. Data Governance is definition and oversight
  27. I added a Plan Step with Stage Negotiation
  28. MG Generic Opportunity: $55,555
  29. I added a Plan with type 'Transformational Gift'
  30. There's nothing there?
  31. I added a Plan Step with Stage Cultivation
  32. Expected Ask Amount is what shows up in the Pipeline report
  33. Expected Ask Date = Date you expect gift in that FY
  34. I updated the Call Report Template in Outlook
  35. Low (30%) likelihood indicates qualification has been completed
  36. Myth: it's 'my' data
  37. Was it an introduction? Add the relationship!
  38. Opportunity likelihood discounts the expected amount
  39. Assigned prospects should… Have a planned step
  40. Myth: I can keep my data secure
  41. For Moves Management it's important to file Plan Steps
  42. I broke out of Jail
  43. Strengthen next campaign
  44. I updated the Expected Ask Amount on an Opportunity
  45. I added an Opportunity
  46. I updated the stage of a Plan
  47. Make your plan a PLAN