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