Schedule yourIDP checkupswith Emily(not during1:1)Completea SRSreferralEmail Emilyyour favoriteONB Valueand whyCreate15CFPs Open aConsumerMoneyMarket Resharean ONBpost onLinked InGet anapprovedConsumerCredit CardGet anapprovedBusinessCredit CardPost aninformationalitem onLinked InOpen aBusinessCheckingAccountOpen a 9or 15month CDGo to anetworkingevent or outon a salescallCreate alist of 10prospectsPull yourPowerBIScorecardand email toEmilyDuring a 2-2-2uncover anadditional needand updatetheir CFPReviewReferLive andemail Emilyon what youlearnedOpen anEverydayCheckingAccountPull yourPowerBiBranch ActionItems andschedule followupLog yourYTD ONBCaresHoursGet yourfirst loanpipelinestarted!Learn abouta ONBproduct andemail Emilyabout itCompleteyourComplianceTraining forthe quarterCompleteyour RBLearningPathParticipatein JeansDayPost somethingon Yammerabout themarket orbranchSchedule yourIDP checkupswith Emily(not during1:1)Completea SRSreferralEmail Emilyyour favoriteONB Valueand whyCreate15CFPs Open aConsumerMoneyMarket Resharean ONBpost onLinked InGet anapprovedConsumerCredit CardGet anapprovedBusinessCredit CardPost aninformationalitem onLinked InOpen aBusinessCheckingAccountOpen a 9or 15month CDGo to anetworkingevent or outon a salescallCreate alist of 10prospectsPull yourPowerBIScorecardand email toEmilyDuring a 2-2-2uncover anadditional needand updatetheir CFPReviewReferLive andemail Emilyon what youlearnedOpen anEverydayCheckingAccountPull yourPowerBiBranch ActionItems andschedule followupLog yourYTD ONBCaresHoursGet yourfirst loanpipelinestarted!Learn abouta ONBproduct andemail Emilyabout itCompleteyourComplianceTraining forthe quarterCompleteyour RBLearningPathParticipatein JeansDayPost somethingon Yammerabout themarket orbranch

Q2 Challenge - Call List

(Print) Use this randomly generated list as your call list when playing the game. 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.


1
B
2
O
3
O
4
N
5
B
6
B
7
B
8
O
9
O
10
I
11
G
12
B
13
I
14
G
15
I
16
O
17
I
18
G
19
I
20
G
21
N
22
N
23
N
24
G
25
N
  1. B-Schedule your IDP check ups with Emily (not during 1:1)
  2. O-Complete a SRS referral
  3. O-Email Emily your favorite ONB Value and why
  4. N-Create 15 CFPs
  5. B- Open a Consumer Money Market
  6. B-Reshare an ONB post on Linked In
  7. B-Get an approved Consumer Credit Card
  8. O-Get an approved Business Credit Card
  9. O-Post an informational item on Linked In
  10. I-Open a Business Checking Account
  11. G-Open a 9 or 15 month CD
  12. B-Go to a networking event or out on a sales call
  13. I-Create a list of 10 prospects
  14. G-Pull your PowerBI Scorecard and email to Emily
  15. I-During a 2-2-2 uncover an additional need and update their CFP
  16. O-Review ReferLive and email Emily on what you learned
  17. I-Open an Everyday Checking Account
  18. G-Pull your PowerBi Branch Action Items and schedule follow up
  19. I-Log your YTD ONB Cares Hours
  20. G-Get your first loan pipeline started!
  21. N-Learn about a ONB product and email Emily about it
  22. N-Complete your Compliance Training for the quarter
  23. N-Complete your RB Learning Path
  24. G-Participate in Jeans Day
  25. N-Post something on Yammer about the market or branch