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