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