Generated aServicesUtilizationreport fromCertiniaAttendedaccount teamsync for allclients withover 4 monthsof servicesCSM hasSuccess Planand PEL inSmartsheets forone of youraccountsUsed theNewDashboardformat for aClientUsed #gps-certinia-support forhelpUpdate StratOpen Projects(HVA) withclient SlackChannelAchieved60% billableutilizationfor OctWeekly updatesfor at least 3weeks in a rowfor any assignedpresalesaccountApprovedatimecardin CertiniaJoined aCertiniaOffice HoursSession1:1 resourcesyncs with atleast oneresource peraccountCreated acustomfilter viewin CertiniaIdentifyannualizedservicesopportunity toManager/TLAchieved55% billableutilizationfor OctSet up a PVTdelegate orwas set upAS a PVTdelegateUpdate StratOpen Projects(HVA) withclient SFDCOpportunityLinkCreated aResourceRequestfor a SPCCompletedall MindTickleTraining forOctoberRejecteda TimeCard inCertiniaSubmit ClientFeedback forall accounts(that are notmanagerflagged)Discoveredand reportedan error orbug forCertiniaUpdateCustomerslack channelwith keyinternal linksLogged timedaily inCertinia for 1WeekstraightSet up anemail filterfor Certiniato save yourinboxGenerated aServicesUtilizationreport fromCertiniaAttendedaccount teamsync for allclients withover 4 monthsof servicesCSM hasSuccess Planand PEL inSmartsheets forone of youraccountsUsed theNewDashboardformat for aClientUsed #gps-certinia-support forhelpUpdate StratOpen Projects(HVA) withclient SlackChannelAchieved60% billableutilizationfor OctWeekly updatesfor at least 3weeks in a rowfor any assignedpresalesaccountApprovedatimecardin CertiniaJoined aCertiniaOffice HoursSession1:1 resourcesyncs with atleast oneresource peraccountCreated acustomfilter viewin CertiniaIdentifyannualizedservicesopportunity toManager/TLAchieved55% billableutilizationfor OctSet up a PVTdelegate orwas set upAS a PVTdelegateUpdate StratOpen Projects(HVA) withclient SFDCOpportunityLinkCreated aResourceRequestfor a SPCCompletedall MindTickleTraining forOctoberRejecteda TimeCard inCertiniaSubmit ClientFeedback forall accounts(that are notmanagerflagged)Discoveredand reportedan error orbug forCertiniaUpdateCustomerslack channelwith keyinternal linksLogged timedaily inCertinia for 1WeekstraightSet up anemail filterfor Certiniato save yourinbox

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.


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