Train PHITeamMemberConnectw/RemoteTeam Memberyou don'tnormally workwithProactivelyassign workto PHI teammemberReach outto All TeamChat withAvailabilityMVPMomentAttenda ClientCallAhead of theGame - beatmanager toschedulingout workProactivelydraft email toclient andask to sendyourselfKnowledgeShare with aTeamMember whoneeds helpAssist withprocessingfor yourclient*Assist whensomeoneasks for helpin team chatHelpanInternPull your"List" forSpringProjectsSchedule 1:1w/mgr &requestspecificfeedbackExtraMileAwardCompleted aReturn withLittle/NoReviewNotesKnowledgeShare onTeam orPod CallIndependentlyResearchProblem,document file &discuss withteamAchieveDAP Goals3 weeks ina rowAttend aProspectMeetingHelp PHITeamMemberoutside of"our" timeTakeNotes ona ClientCallOffer upan ActionItem PostClient CallAttend onementorshipmeetingCreate aProposal &Participate inPricingDiscussionHave internalclient meetingw/mgr forbusy seasongame planReceiveAppreciationor Feedbackfrom a ClientOn-Boardnewclient*ImpactMakerAttend anin personclientmeetingResolvea ClientNoticeCreativeClientSolution/TaxSavings IdeaSolelyfacilitateprocessingext. for yourclientsTrain PHITeamMemberConnectw/RemoteTeam Memberyou don'tnormally workwithProactivelyassign workto PHI teammemberReach outto All TeamChat withAvailabilityMVPMomentAttenda ClientCallAhead of theGame - beatmanager toschedulingout workProactivelydraft email toclient andask to sendyourselfKnowledgeShare with aTeamMember whoneeds helpAssist withprocessingfor yourclient*Assist whensomeoneasks for helpin team chatHelpanInternPull your"List" forSpringProjectsSchedule 1:1w/mgr &requestspecificfeedbackExtraMileAwardCompleted aReturn withLittle/NoReviewNotesKnowledgeShare onTeam orPod CallIndependentlyResearchProblem,document file &discuss withteamAchieveDAP Goals3 weeks ina rowAttend aProspectMeetingHelp PHITeamMemberoutside of"our" timeTakeNotes ona ClientCallOffer upan ActionItem PostClient CallAttend onementorshipmeetingCreate aProposal &Participate inPricingDiscussionHave internalclient meetingw/mgr forbusy seasongame planReceiveAppreciationor Feedbackfrom a ClientOn-Boardnewclient*ImpactMakerAttend anin personclientmeetingResolvea ClientNoticeCreativeClientSolution/TaxSavings IdeaSolelyfacilitateprocessingext. for yourclients

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