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