During a 2-2-2uncover anadditional needand updatetheir CFPCompleteyour RBLearningPathSchedule yourIDP checkupswith Emily(not during1:1)Pull yourPowerBiBranch ActionItems andschedule followupGet anapprovedConsumerCredit CardParticipatein JeansDayOpen anEverydayCheckingAccountOpen aBusinessCheckingAccountEmail Emilyyour favoriteONB Valueand whyGet anapprovedBusinessCredit CardPost aninformationalitem onLinked InPull yourPowerBIScorecardand email toEmilyCreate15CFPsCompletea SRSreferralLog yourYTD ONBCaresHoursCompleteyourComplianceTraining forthe quarterCreate alist of 10prospectsPost somethingon Yammerabout themarket orbranchLearn abouta ONBproduct andemail Emilyabout itOpen a 9or 15month CD Open aConsumerMoneyMarket Resharean ONBpost onLinked InGo to anetworkingevent or outon a salescallGet yourfirst loanpipelinestarted!ReviewReferLive andemail Emilyon what youlearnedDuring a 2-2-2uncover anadditional needand updatetheir CFPCompleteyour RBLearningPathSchedule yourIDP checkupswith Emily(not during1:1)Pull yourPowerBiBranch ActionItems andschedule followupGet anapprovedConsumerCredit CardParticipatein JeansDayOpen anEverydayCheckingAccountOpen aBusinessCheckingAccountEmail Emilyyour favoriteONB Valueand whyGet anapprovedBusinessCredit CardPost aninformationalitem onLinked InPull yourPowerBIScorecardand email toEmilyCreate15CFPsCompletea SRSreferralLog yourYTD ONBCaresHoursCompleteyourComplianceTraining forthe quarterCreate alist of 10prospectsPost somethingon Yammerabout themarket orbranchLearn abouta ONBproduct andemail Emilyabout itOpen a 9or 15month CD Open aConsumerMoneyMarket Resharean ONBpost onLinked InGo to anetworkingevent or outon a salescallGet yourfirst loanpipelinestarted!ReviewReferLive andemail Emilyon what youlearned

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