This bingo card has a free space and 40 words: Attend an in-person client meeting, Knowledge Share on Team or Pod Call, Independently facilitating processing estimates for your clients, Help an Intern, Completed a Return with Little/No Review Notes (manager discretion), Have an internal client meeting with manager to brain storm ways to elevate your role & responsibilities on project, Schedule one on one with manager and request feedback/specific questions, Find & Attend a CPE Course for a topic you're interested in, Reach out to a team member that is remote/in another office you don't normally work with to "just connect", Recommend one existing client for expanded HORNE services to Manager, Send reviewer 3 items you noticed when "analyzing" return with print preview when sending to review, Create a proposal & participate in pricing discussion, Extra Mile Award, Offer up an idea for improvement for our team to management team, Attend one mentorship meeting, Offer up an action item post client call (next steps), Ahead of the Game - beat your manager to scheduling out incoming work, Reaching out to All Team/Pod chat with Availability, Create or Offer Up Idea to Improve Client Experience or Project, MVP Moment, Help a HPC team member outside of 8-5 "our" time with questions, Proactively draft email for a client and ask to send yourself, before manager asks, Attend a client call, Train a HPC team member on a topic they're struggling with, Take notes on a client call, Receive appreciation or feedback from client, Creative Client Solution or Tax Savings Idea, Attend a prospect meeting, Knowledge Share with a teammember who needs help, Independently Research a Client/Return Problem, Save Results to the file & discuss with team, Independently resolve a Client Notice when received, Impact Maker, Facilitate training or initiative to help train our HPC Team, Proactively assign work to a HPC team member, before manager asks, Proactively draft pending items/info requests for a client and ask to send yourself, before manager asks, Offering Assistance when someone asks for help in All Team/Pod chat, On-board new client (setting up prior year return in CCH, Read Me document for the file, team meeting, etc), Assist with Processing for your client (in take scanning/assigning, flipping return/estimates, and/or client communication for wrap up), Attend a Networking Event & Share your contact information with one new contact and Catch AND Correct something we've been doing incorrectly on a return in previous years.
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