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