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