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