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