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