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