(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
No completed plan step = no plan status
Presenter answered their own rhetorical question
I integrated a Call Report using the Zuri Outlook Plug-In from my phone
Opportunities should… have a likelihood
Transformational Generic Opportunity: $5,555,555
Myth: I can keep my data secure
For Moves Management it's important to file Plan Steps
Plans should… Have at least one completed step and one planned step
Get comfy in KYDS
MG Generic Opportunity: $55,555
Assigned prospects should… Have a planned step
Data Governance is definition and oversight
I updated the Call Report Template in Outlook
Good (80%) likelihood indicates high confidence of commitment
Data completeness in KYDs
Plan status comes from the most recently completed plan step
I added a Plan Participant
Presenter discussed Portfolio Management
I added an Opportunity
I asked a question
Connect with the donor, confirm their interests
I added a Plan Step
Opportunity likelihood discounts the expected amount
I updated my KYDs tiles to make Prospect Status show up
I added a Plan Step with Stage Solicitation
I added a Plan with type 'Transformational Gift'
There's nothing there?
Data Governance is not "fixing the data"
I added a Plan
Low (30%) likelihood indicates qualification has been completed
Myth: it's 'my' data
I broke out of Jail
I added a Plan Step with Stage Negotiation
Make your plan a PLAN
Additional thoughts or context?
Was it an introduction? Add the relationship!
Data Governance is not a club to exact revenge
Opportunity status indicates how close we are to closing the gift
I updated the Expected Ask Amount on an Opportunity
Enhance forecasting & analytics
Portfolio standards with a balance of prospect stages
I added a Plan Step with Stage Cultivation
Strengthen next campaign
I updated the stage of a Plan
Expected Ask Amount is what shows up in the Pipeline report
Expected Ask Date = Date you expect gift in that FY