UpdateCustomerslack channelwith keyinternal linksUsed theNewDashboardformat for aClient1:1 resourcesyncs with atleast oneresource peraccountUpdate StratOpen Projects(HVA) withclient SFDCOpportunityLinkUpdate StratOpen Projects(HVA) withclient SlackChannelCSM hasSuccess Planand PEL inSmartsheets forone of youraccountsSet up a PVTdelegate orwas set upAS a PVTdelegateApprovedatimecardin CertiniaCreated aResourceRequestfor a SPCJoined aCertiniaOffice HoursSessionIdentifyannualizedservicesopportunity toManager/TLWeekly updatesfor at least 3weeks in a rowfor any assignedpresalesaccountSubmit ClientFeedback forall accounts(that are notmanagerflagged)Used #gps-certinia-support forhelpGenerated aServicesUtilizationreport fromCertiniaAchieved55% billableutilizationfor OctAttendedaccount teamsync for allclients withover 4 monthsof servicesSet up anemail filterfor Certiniato save yourinboxRejecteda TimeCard inCertiniaDiscoveredand reportedan error orbug forCertiniaAchieved60% billableutilizationfor OctCompletedall MindTickleTraining forOctoberLogged timedaily inCertinia for 1WeekstraightCreated acustomfilter viewin CertiniaUpdateCustomerslack channelwith keyinternal linksUsed theNewDashboardformat for aClient1:1 resourcesyncs with atleast oneresource peraccountUpdate StratOpen Projects(HVA) withclient SFDCOpportunityLinkUpdate StratOpen Projects(HVA) withclient SlackChannelCSM hasSuccess Planand PEL inSmartsheets forone of youraccountsSet up a PVTdelegate orwas set upAS a PVTdelegateApprovedatimecardin CertiniaCreated aResourceRequestfor a SPCJoined aCertiniaOffice HoursSessionIdentifyannualizedservicesopportunity toManager/TLWeekly updatesfor at least 3weeks in a rowfor any assignedpresalesaccountSubmit ClientFeedback forall accounts(that are notmanagerflagged)Used #gps-certinia-support forhelpGenerated aServicesUtilizationreport fromCertiniaAchieved55% billableutilizationfor OctAttendedaccount teamsync for allclients withover 4 monthsof servicesSet up anemail filterfor Certiniato save yourinboxRejecteda TimeCard inCertiniaDiscoveredand reportedan error orbug forCertiniaAchieved60% billableutilizationfor OctCompletedall MindTickleTraining forOctoberLogged timedaily inCertinia for 1WeekstraightCreated acustomfilter viewin Certinia

Strat PM Bingo - Call List

(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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  1. Update Customer slack channel with key internal links
  2. Used the New Dashboard format for a Client
  3. 1:1 resource syncs with at least one resource per account
  4. Update Strat Open Projects (HVA) with client SFDC Opportunity Link
  5. Update Strat Open Projects (HVA) with client Slack Channel
  6. CSM has Success Plan and PEL in Smartsheets for one of your accounts
  7. Set up a PVT delegate or was set up AS a PVT delegate
  8. Approved a timecard in Certinia
  9. Created a Resource Request for a SPC
  10. Joined a Certinia Office Hours Session
  11. Identify annualized services opportunity to Manager/TL
  12. Weekly updates for at least 3 weeks in a row for any assigned presales account
  13. Submit Client Feedback for all accounts (that are not manager flagged)
  14. Used #gps-certinia-support for help
  15. Generated a Services Utilization report from Certinia
  16. Achieved 55% billable utilization for Oct
  17. Attended account team sync for all clients with over 4 months of services
  18. Set up an email filter for Certinia to save your inbox
  19. Rejected a Time Card in Certinia
  20. Discovered and reported an error or bug for Certinia
  21. Achieved 60% billable utilization for Oct
  22. Completed all Mind Tickle Training for October
  23. Logged time daily in Certinia for 1 Week straight
  24. Created a custom filter view in Certinia