For MovesManagementit's importantto file PlanStepsPlan statuscomes from themost recentlycompleted planstepDatacompletenessin KYDsMyth: Ican keepmy datasecureI addeda PlanI added aPlan Stepwith StageSolicitationExpected AskAmount iswhat shows upin the PipelinereportNocompletedplan step =no planstatusConnect withthe donor,confirm theirinterestsMG GenericOpportunity:$55,555I brokeout ofJailPresenteransweredtheir ownrhetoricalquestionOpportunitiesshould…have anexpectedamountDataGovernanceis definitionandoversightLow (30%)likelihoodindicatesqualificationhas beencompletedDataGovernanceis not a clubto exactrevengeOpportunitiesshould…have alikelihoodTransformationalGenericOpportunity:$5,555,555Plans should…Have at leastone completedstep and oneplanned stepOpportunitystatusindicates howclose we are toclosing the giftI updated theExpectedAsk Amounton anOpportunityMyth:it's 'my'dataI added anOpportunityStrengthennextcampaignI updated myKYDs tiles tomake ProspectStatus showupI updatedthe stageof a PlanAssignedprospectsshould…Have aplanned stepI integrated aCall Reportusing the ZuriOutlook Plug-Infrom my phoneI askedaquestionThere'snothingthere?I added aPlanParticipantI added aPlan Stepwith StageCultivationPortfoliostandardswith a balanceof prospectstagesOpportunitylikelihooddiscountsthe expectedamountGood (80%)likelihoodindicates highconfidence ofcommitmentGetcomfy inKYDSDataGovernanceis not "fixingthe data"I addeda PlanStepI added a Planwith type'TransformationalGift'I updated theCall ReportTemplate inOutlookI added aPlan Stepwith StageNegotiationMakeyour plana PLANPresenterdiscussedPortfolioManagementAdditionalthoughtsorcontext?Enhanceforecasting& analyticsWas it anintroduction?Add therelationship!ExpectedAsk Date =Date youexpect gift inthat FYFor MovesManagementit's importantto file PlanStepsPlan statuscomes from themost recentlycompleted planstepDatacompletenessin KYDsMyth: Ican keepmy datasecureI addeda PlanI added aPlan Stepwith StageSolicitationExpected AskAmount iswhat shows upin the PipelinereportNocompletedplan step =no planstatusConnect withthe donor,confirm theirinterestsMG GenericOpportunity:$55,555I brokeout ofJailPresenteransweredtheir ownrhetoricalquestionOpportunitiesshould…have anexpectedamountDataGovernanceis definitionandoversightLow (30%)likelihoodindicatesqualificationhas beencompletedDataGovernanceis not a clubto exactrevengeOpportunitiesshould…have alikelihoodTransformationalGenericOpportunity:$5,555,555Plans should…Have at leastone completedstep and oneplanned stepOpportunitystatusindicates howclose we are toclosing the giftI updated theExpectedAsk Amounton anOpportunityMyth:it's 'my'dataI added anOpportunityStrengthennextcampaignI updated myKYDs tiles tomake ProspectStatus showupI updatedthe stageof a PlanAssignedprospectsshould…Have aplanned stepI integrated aCall Reportusing the ZuriOutlook Plug-Infrom my phoneI askedaquestionThere'snothingthere?I added aPlanParticipantI added aPlan Stepwith StageCultivationPortfoliostandardswith a balanceof prospectstagesOpportunitylikelihooddiscountsthe expectedamountGood (80%)likelihoodindicates highconfidence ofcommitmentGetcomfy inKYDSDataGovernanceis not "fixingthe data"I addeda PlanStepI added a Planwith type'TransformationalGift'I updated theCall ReportTemplate inOutlookI added aPlan Stepwith StageNegotiationMakeyour plana PLANPresenterdiscussedPortfolioManagementAdditionalthoughtsorcontext?Enhanceforecasting& analyticsWas it anintroduction?Add therelationship!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. For Moves Management it's important to file Plan Steps
  2. Plan status comes from the most recently completed plan step
  3. Data completeness in KYDs
  4. Myth: I can keep my data secure
  5. I added a Plan
  6. I added a Plan Step with Stage Solicitation
  7. Expected Ask Amount is what shows up in the Pipeline report
  8. No completed plan step = no plan status
  9. Connect with the donor, confirm their interests
  10. MG Generic Opportunity: $55,555
  11. I broke out of Jail
  12. Presenter answered their own rhetorical question
  13. Opportunities should… have an expected amount
  14. Data Governance is definition and oversight
  15. Low (30%) likelihood indicates qualification has been completed
  16. Data Governance is not a club to exact revenge
  17. Opportunities should… have a likelihood
  18. Transformational Generic Opportunity: $5,555,555
  19. Plans should… Have at least one completed step and one planned step
  20. Opportunity status indicates how close we are to closing the gift
  21. I updated the Expected Ask Amount on an Opportunity
  22. Myth: it's 'my' data
  23. I added an Opportunity
  24. Strengthen next campaign
  25. I updated my KYDs tiles to make Prospect Status show up
  26. I updated the stage of a Plan
  27. Assigned prospects should… Have a planned step
  28. I integrated a Call Report using the Zuri Outlook Plug-In from my phone
  29. I asked a question
  30. There's nothing there?
  31. I added a Plan Participant
  32. I added a Plan Step with Stage Cultivation
  33. Portfolio standards with a balance of prospect stages
  34. Opportunity likelihood discounts the expected amount
  35. Good (80%) likelihood indicates high confidence of commitment
  36. Get comfy in KYDS
  37. Data Governance is not "fixing the data"
  38. I added a Plan Step
  39. I added a Plan with type 'Transformational Gift'
  40. I updated the Call Report Template in Outlook
  41. I added a Plan Step with Stage Negotiation
  42. Make your plan a PLAN
  43. Presenter discussed Portfolio Management
  44. Additional thoughts or context?
  45. Enhance forecasting & analytics
  46. Was it an introduction? Add the relationship!
  47. Expected Ask Date = Date you expect gift in that FY