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