Submit ClientFeedback forall accounts(that are notmanagerflagged)Achieved60% billableutilizationfor OctUpdateCustomerslack channelwith keyinternal linksAchieved55% billableutilizationfor OctCompletedall MindTickleTraining forOctoberLogged timedaily inCertinia for 1WeekstraightWeekly updatesfor at least 3weeks in a rowfor any assignedpresalesaccountApprovedatimecardin CertiniaDiscoveredand reportedan error orbug forCertiniaCSM hasSuccess Planand PEL inSmartsheets forone of youraccountsCreated acustomfilter viewin CertiniaSet up anemail filterfor Certiniato save yourinboxCreated aResourceRequestfor a SPCUpdate StratOpen Projects(HVA) withclient SlackChannel1:1 resourcesyncs with atleast oneresource peraccountJoined aCertiniaOffice HoursSessionRejecteda TimeCard inCertiniaAttendedaccount teamsync for allclients withover 4 monthsof servicesSet up a PVTdelegate orwas set upAS a PVTdelegateUpdate StratOpen Projects(HVA) withclient SFDCOpportunityLinkUsed #gps-certinia-support forhelpUsed theNewDashboardformat for aClientGenerated aServicesUtilizationreport fromCertiniaIdentifyannualizedservicesopportunity toManager/TLSubmit ClientFeedback forall accounts(that are notmanagerflagged)Achieved60% billableutilizationfor OctUpdateCustomerslack channelwith keyinternal linksAchieved55% billableutilizationfor OctCompletedall MindTickleTraining forOctoberLogged timedaily inCertinia for 1WeekstraightWeekly updatesfor at least 3weeks in a rowfor any assignedpresalesaccountApprovedatimecardin CertiniaDiscoveredand reportedan error orbug forCertiniaCSM hasSuccess Planand PEL inSmartsheets forone of youraccountsCreated acustomfilter viewin CertiniaSet up anemail filterfor Certiniato save yourinboxCreated aResourceRequestfor a SPCUpdate StratOpen Projects(HVA) withclient SlackChannel1:1 resourcesyncs with atleast oneresource peraccountJoined aCertiniaOffice HoursSessionRejecteda TimeCard inCertiniaAttendedaccount teamsync for allclients withover 4 monthsof servicesSet up a PVTdelegate orwas set upAS a PVTdelegateUpdate StratOpen Projects(HVA) withclient SFDCOpportunityLinkUsed #gps-certinia-support forhelpUsed theNewDashboardformat for aClientGenerated aServicesUtilizationreport fromCertiniaIdentifyannualizedservicesopportunity 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. Submit Client Feedback for all accounts (that are not manager flagged)
  2. Achieved 60% billable utilization for Oct
  3. Update Customer slack channel with key internal links
  4. Achieved 55% billable utilization for Oct
  5. Completed all Mind Tickle Training for October
  6. Logged time daily in Certinia for 1 Week straight
  7. Weekly updates for at least 3 weeks in a row for any assigned presales account
  8. Approved a timecard in Certinia
  9. Discovered and reported an error or bug for Certinia
  10. CSM has Success Plan and PEL in Smartsheets for one of your accounts
  11. Created a custom filter view in Certinia
  12. Set up an email filter for Certinia to save your inbox
  13. Created a Resource Request for a SPC
  14. Update Strat Open Projects (HVA) with client Slack Channel
  15. 1:1 resource syncs with at least one resource per account
  16. Joined a Certinia Office Hours Session
  17. Rejected a Time Card in Certinia
  18. Attended account team sync for all clients with over 4 months of services
  19. Set up a PVT delegate or was set up AS a PVT delegate
  20. Update Strat Open Projects (HVA) with client SFDC Opportunity Link
  21. Used #gps-certinia-support for help
  22. Used the New Dashboard format for a Client
  23. Generated a Services Utilization report from Certinia
  24. Identify annualized services opportunity to Manager/TL