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