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