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