(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 "fixing the data"
Myth: it's 'my' data
Good (80%) likelihood indicates high confidence of commitment
I integrated a Call Report using the Zuri Outlook Plug-In from my phone
I added a Plan
I added a Plan Participant
I updated the Expected Ask Amount on an Opportunity
I added a Plan with type 'Transformational Gift'
I updated my KYDs tiles to make Prospect Status show up
Data completeness in KYDs
I updated the stage of a Plan
I added a Plan Step with Stage Cultivation
Presenter discussed Portfolio Management
Presenter discussed Portfolio Management
I added a Plan
Plan status comes from the most recently completed plan step
I added a Plan Participant
Data Governance is definition and oversight
I added an Opportunity
Plan status comes from the most recently completed plan step
Data Governance is not a club to exact revenge
Additional thoughts or context?
Plans should… Have at least one completed step and one planned step
I asked a question
Assigned prospects should… Have a planned step
Get comfy in KYDS
No completed plan step = no plan status
Connect with the donor, confirm their interests
I added a Plan Step with Stage Solicitation
Portfolio standards with a balance of prospect stages
I added a Plan Step with Stage Solicitation
Strengthen next campaign
Expected Ask Date = Date you expect gift in that FY
I asked a question
I updated the Expected Ask Amount on an Opportunity
MG Generic Opportunity: $55,555
Portfolio standards with a balance of prospect stages
Was it an introduction? Add the relationship!
Low (30%) likelihood indicates qualification has been completed
Expected Ask Date = Date you expect gift in that FY
I updated the Call Report Template in Outlook
No completed plan step = no plan status
Opportunities should… have an expected amount
For Moves Management it's important to file Plan Steps
MG Generic Opportunity: $55,555
For Moves Management it's important to file Plan Steps
I integrated a Call Report using the Zuri Outlook Plug-In from my phone
Data Governance is not a club to exact revenge
Enhance forecasting & analytics
Make your plan a PLAN
I updated my KYDs tiles to make Prospect Status show up
Transformational Generic Opportunity: $5,555,555
I added a Plan with type 'Transformational Gift'
Assigned prospects should… Have a planned step
Data completeness in KYDs
Make your plan a PLAN
Plans should… Have at least one completed step and one planned step
Opportunity status indicates how close we are to closing the gift
Presenter answered their own rhetorical question
Data Governance is not "fixing the data"
Additional thoughts or context?
Myth: I can keep my data secure
I added a Plan Step with Stage Cultivation
Opportunity likelihood discounts the expected amount
I broke out of Jail
Opportunities should… have a likelihood
I added an Opportunity
I added a Plan Step
Good (80%) likelihood indicates high confidence of commitment
Expected Ask Amount is what shows up in the Pipeline report
Connect with the donor, confirm their interests
Low (30%) likelihood indicates qualification has been completed
Opportunity likelihood discounts the expected amount
I updated the stage of a Plan
Get comfy in KYDS
Myth: I can keep my data secure
I added a Plan Step with Stage Negotiation
Data Governance is definition and oversight
I added a Plan Step with Stage Negotiation
Presenter answered their own rhetorical question
I added a Plan Step
Transformational Generic Opportunity: $5,555,555
I updated the Call Report Template in Outlook
Was it an introduction? Add the relationship!
Opportunities should… have an expected amount
Strengthen next campaign
Opportunity status indicates how close we are to closing the gift
Enhance forecasting & analytics
Myth: it's 'my' data
Opportunities should… have a likelihood
Expected Ask Amount is what shows up in the Pipeline report