(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
25
26
27
28
29
30
31
32
33
Completed a Return with Little/No Review Notes
Proactively assign work to PHI team member
Create a Proposal & Participate in Pricing Discussion
Extra Mile Award
Offer up an Action Item Post Client Call
Receive Appreciation or Feedback from a Client
Achieve DAP Goals 3 weeks in a row
Help PHI Team Member outside of "our" time
Attend a Client Call
Connect w/Remote Team Member you don't normally work with
Knowledge Share with a Team Member who needs help
Reach out to All Team Chat with Availability
Ahead of the Game - beat manager to scheduling out work
Train PHI Team Member
Schedule 1:1 w/mgr & request specific feedback
Have internal client meeting w/mgr for busy season game plan
Attend a Prospect Meeting
Creative Client Solution/Tax Savings Idea
MVP Moment
Knowledge Share on Team or Pod Call
Assist with processing for your client*
Pull your "List" for Spring Projects
Assist when someone asks for help in team chat
On-Board new client*
Attend one mentorship meeting
Proactively draft email to client and ask to send yourself
Impact Maker
Attend an in person client meeting
Independently Research Problem, document file & discuss with team
Resolve a Client Notice
Solely facilitate processing ext. for your clients