I added a Planwith type'TransformationalGift'Makeyour plana PLANTransformationalGenericOpportunity:$5,555,555Good (80%)likelihoodindicates highconfidence ofcommitmentEnhanceforecasting& analyticsPlans should…Have at leastone completedstep and oneplanned stepI added aPlan Stepwith StageSolicitationPlan statuscomes from themost recentlycompleted planstepOpportunitystatusindicates howclose we are toclosing the giftMyth: Ican keepmy datasecureI addeda PlanStepI added aPlan Stepwith StageNegotiationI updatedthe stageof a PlanOpportunitylikelihooddiscountsthe expectedamountI integrated aCall Reportusing the ZuriOutlook Plug-Infrom my phoneI askedaquestionDataGovernanceis not "fixingthe data"I addeda PlanI added aPlan Stepwith StageCultivationStrengthennextcampaignI updated myKYDs tiles tomake ProspectStatus showupOpportunitiesshould…have anexpectedamountI updated theCall ReportTemplate inOutlookOpportunitiesshould…have alikelihoodPortfoliostandardswith a balanceof prospectstagesExpectedAsk Date =Date youexpect gift inthat FYI brokeout ofJailLow (30%)likelihoodindicatesqualificationhas beencompletedThere'snothingthere?PresenterdiscussedPortfolioManagementAssignedprospectsshould…Have aplanned stepAdditionalthoughtsorcontext?DataGovernanceis definitionandoversightPresenteransweredtheir ownrhetoricalquestionI added anOpportunityI updated theExpectedAsk Amounton anOpportunityDataGovernanceis not a clubto exactrevengeGetcomfy inKYDSI added aPlanParticipantDatacompletenessin KYDsExpected AskAmount iswhat shows upin the PipelinereportWas it anintroduction?Add therelationship!MG GenericOpportunity:$55,555Myth:it's 'my'dataFor MovesManagementit's importantto file PlanStepsNocompletedplan step =no planstatusConnect withthe donor,confirm theirinterestsI added a Planwith type'TransformationalGift'Makeyour plana PLANTransformationalGenericOpportunity:$5,555,555Good (80%)likelihoodindicates highconfidence ofcommitmentEnhanceforecasting& analyticsPlans should…Have at leastone completedstep and oneplanned stepI added aPlan Stepwith StageSolicitationPlan statuscomes from themost recentlycompleted planstepOpportunitystatusindicates howclose we are toclosing the giftMyth: Ican keepmy datasecureI addeda PlanStepI added aPlan Stepwith StageNegotiationI updatedthe stageof a PlanOpportunitylikelihooddiscountsthe expectedamountI integrated aCall Reportusing the ZuriOutlook Plug-Infrom my phoneI askedaquestionDataGovernanceis not "fixingthe data"I addeda PlanI added aPlan Stepwith StageCultivationStrengthennextcampaignI updated myKYDs tiles tomake ProspectStatus showupOpportunitiesshould…have anexpectedamountI updated theCall ReportTemplate inOutlookOpportunitiesshould…have alikelihoodPortfoliostandardswith a balanceof prospectstagesExpectedAsk Date =Date youexpect gift inthat FYI brokeout ofJailLow (30%)likelihoodindicatesqualificationhas beencompletedThere'snothingthere?PresenterdiscussedPortfolioManagementAssignedprospectsshould…Have aplanned stepAdditionalthoughtsorcontext?DataGovernanceis definitionandoversightPresenteransweredtheir ownrhetoricalquestionI added anOpportunityI updated theExpectedAsk Amounton anOpportunityDataGovernanceis not a clubto exactrevengeGetcomfy inKYDSI added aPlanParticipantDatacompletenessin KYDsExpected AskAmount iswhat shows upin the PipelinereportWas it anintroduction?Add therelationship!MG GenericOpportunity:$55,555Myth:it's 'my'dataFor MovesManagementit's importantto file PlanStepsNocompletedplan step =no planstatusConnect withthe donor,confirm theirinterests

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