Plans should…Have at leastone completedstep and oneplanned stepExpected AskAmount iswhat shows upin the PipelinereportPortfoliostandardswith a balanceof prospectstagesOpportunitiesshould…have alikelihoodAssignedprospectsshould…Have aplanned stepMakeyour plana PLANMyth: Ican keepmy datasecureI added anOpportunityI updated theCall ReportTemplate inOutlookPresenteransweredtheir ownrhetoricalquestionI added aPlan Stepwith StageSolicitationThere'snothingthere?I integrated aCall Reportusing the ZuriOutlook Plug-Infrom my phonePlan statuscomes from themost recentlycompleted planstepMyth:it's 'my'dataOpportunitylikelihooddiscountsthe expectedamountGetcomfy inKYDSI addeda PlanOpportunitiesshould…have anexpectedamountI added aPlan Stepwith StageCultivationOpportunitystatusindicates howclose we are toclosing the giftWas it anintroduction?Add therelationship!I askedaquestionDatacompletenessin KYDsPresenterdiscussedPortfolioManagementDataGovernanceis not "fixingthe data"I updated myKYDs tiles tomake ProspectStatus showupDataGovernanceis definitionandoversightI updatedthe stageof a PlanI added aPlanParticipantNocompletedplan step =no planstatusTransformationalGenericOpportunity:$5,555,555I updated theExpectedAsk Amounton anOpportunityI brokeout ofJailLow (30%)likelihoodindicatesqualificationhas beencompletedMG GenericOpportunity:$55,555Enhanceforecasting& analyticsDataGovernanceis not a clubto exactrevengeFor MovesManagementit's importantto file PlanStepsAdditionalthoughtsorcontext?StrengthennextcampaignI added aPlan Stepwith StageNegotiationGood (80%)likelihoodindicates highconfidence ofcommitmentI addeda PlanStepConnect withthe donor,confirm theirinterestsI added a Planwith type'TransformationalGift'ExpectedAsk Date =Date youexpect gift inthat FYPlans should…Have at leastone completedstep and oneplanned stepExpected AskAmount iswhat shows upin the PipelinereportPortfoliostandardswith a balanceof prospectstagesOpportunitiesshould…have alikelihoodAssignedprospectsshould…Have aplanned stepMakeyour plana PLANMyth: Ican keepmy datasecureI added anOpportunityI updated theCall ReportTemplate inOutlookPresenteransweredtheir ownrhetoricalquestionI added aPlan Stepwith StageSolicitationThere'snothingthere?I integrated aCall Reportusing the ZuriOutlook Plug-Infrom my phonePlan statuscomes from themost recentlycompleted planstepMyth:it's 'my'dataOpportunitylikelihooddiscountsthe expectedamountGetcomfy inKYDSI addeda PlanOpportunitiesshould…have anexpectedamountI added aPlan Stepwith StageCultivationOpportunitystatusindicates howclose we are toclosing the giftWas it anintroduction?Add therelationship!I askedaquestionDatacompletenessin KYDsPresenterdiscussedPortfolioManagementDataGovernanceis not "fixingthe data"I updated myKYDs tiles tomake ProspectStatus showupDataGovernanceis definitionandoversightI updatedthe stageof a PlanI added aPlanParticipantNocompletedplan step =no planstatusTransformationalGenericOpportunity:$5,555,555I updated theExpectedAsk Amounton anOpportunityI brokeout ofJailLow (30%)likelihoodindicatesqualificationhas beencompletedMG GenericOpportunity:$55,555Enhanceforecasting& analyticsDataGovernanceis not a clubto exactrevengeFor MovesManagementit's importantto file PlanStepsAdditionalthoughtsorcontext?StrengthennextcampaignI added aPlan Stepwith StageNegotiationGood (80%)likelihoodindicates highconfidence ofcommitmentI addeda PlanStepConnect withthe donor,confirm theirinterestsI added a Planwith type'TransformationalGift'ExpectedAsk Date =Date youexpect gift inthat FY

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