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