Set up a PVTdelegate orwas set upAS a PVTdelegateAchieved55% billableutilizationfor OctCreated aResourceRequestfor a SPCCSM hasSuccess Planand PEL inSmartsheets forone of youraccountsWeekly updatesfor at least 3weeks in a rowfor any assignedpresalesaccountUpdateCustomerslack channelwith keyinternal linksApprovedatimecardin CertiniaAchieved60% billableutilizationfor OctRejecteda TimeCard inCertiniaIdentifyannualizedservicesopportunity toManager/TLLogged timedaily inCertinia for 1WeekstraightCompletedall MindTickleTraining forOctoberGenerated aServicesUtilizationreport fromCertiniaCreated acustomfilter viewin CertiniaDiscoveredand reportedan error orbug forCertinia1:1 resourcesyncs with atleast oneresource peraccountJoined aCertiniaOffice HoursSessionSubmit ClientFeedback forall accounts(that are notmanagerflagged)Used #gps-certinia-support forhelpUsed theNewDashboardformat for aClientAttendedaccount teamsync for allclients withover 4 monthsof servicesSet up anemail filterfor Certiniato save yourinboxUpdate StratOpen Projects(HVA) withclient SFDCOpportunityLinkUpdate StratOpen Projects(HVA) withclient SlackChannelSet up a PVTdelegate orwas set upAS a PVTdelegateAchieved55% billableutilizationfor OctCreated aResourceRequestfor a SPCCSM hasSuccess Planand PEL inSmartsheets forone of youraccountsWeekly updatesfor at least 3weeks in a rowfor any assignedpresalesaccountUpdateCustomerslack channelwith keyinternal linksApprovedatimecardin CertiniaAchieved60% billableutilizationfor OctRejecteda TimeCard inCertiniaIdentifyannualizedservicesopportunity toManager/TLLogged timedaily inCertinia for 1WeekstraightCompletedall MindTickleTraining forOctoberGenerated aServicesUtilizationreport fromCertiniaCreated acustomfilter viewin CertiniaDiscoveredand reportedan error orbug forCertinia1:1 resourcesyncs with atleast oneresource peraccountJoined aCertiniaOffice HoursSessionSubmit ClientFeedback forall accounts(that are notmanagerflagged)Used #gps-certinia-support forhelpUsed theNewDashboardformat for aClientAttendedaccount teamsync for allclients withover 4 monthsof servicesSet up anemail filterfor Certiniato save yourinboxUpdate StratOpen Projects(HVA) withclient SFDCOpportunityLinkUpdate StratOpen Projects(HVA) withclient SlackChannel

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