Created acustomfilter viewin CertiniaSubmit ClientFeedback forall accounts(that are notmanagerflagged)CSM hasSuccess Planand PEL inSmartsheets forone of youraccountsJoined aCertiniaOffice HoursSessionUpdate StratOpen Projects(HVA) withclient SFDCOpportunityLinkDiscoveredand reportedan error orbug forCertiniaSet up a PVTdelegate orwas set upAS a PVTdelegateAchieved60% billableutilizationfor Oct1:1 resourcesyncs with atleast oneresource peraccountAttendedaccount teamsync for allclients withover 4 monthsof servicesCreated aResourceRequestfor a SPCGenerated aServicesUtilizationreport fromCertiniaRejecteda TimeCard inCertiniaUsed theNewDashboardformat for aClientApprovedatimecardin CertiniaCompletedall MindTickleTraining forOctoberUpdateCustomerslack channelwith keyinternal linksUpdate StratOpen Projects(HVA) withclient SlackChannelWeekly updatesfor at least 3weeks in a rowfor any assignedpresalesaccountUsed #gps-certinia-support forhelpAchieved55% billableutilizationfor OctSet up anemail filterfor Certiniato save yourinboxLogged timedaily inCertinia for 1WeekstraightIdentifyannualizedservicesopportunity toManager/TLCreated acustomfilter viewin CertiniaSubmit ClientFeedback forall accounts(that are notmanagerflagged)CSM hasSuccess Planand PEL inSmartsheets forone of youraccountsJoined aCertiniaOffice HoursSessionUpdate StratOpen Projects(HVA) withclient SFDCOpportunityLinkDiscoveredand reportedan error orbug forCertiniaSet up a PVTdelegate orwas set upAS a PVTdelegateAchieved60% billableutilizationfor Oct1:1 resourcesyncs with atleast oneresource peraccountAttendedaccount teamsync for allclients withover 4 monthsof servicesCreated aResourceRequestfor a SPCGenerated aServicesUtilizationreport fromCertiniaRejecteda TimeCard inCertiniaUsed theNewDashboardformat for aClientApprovedatimecardin CertiniaCompletedall MindTickleTraining forOctoberUpdateCustomerslack channelwith keyinternal linksUpdate StratOpen Projects(HVA) withclient SlackChannelWeekly updatesfor at least 3weeks in a rowfor any assignedpresalesaccountUsed #gps-certinia-support forhelpAchieved55% billableutilizationfor OctSet up anemail filterfor Certiniato save yourinboxLogged timedaily inCertinia for 1WeekstraightIdentifyannualizedservicesopportunity toManager/TL

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