MVPMomentAssist withprocessingfor yourclient*CreativeClientSolution/TaxSavings IdeaAhead of theGame - beatmanager toschedulingout workExtraMileAwardIndependentlyResearchProblem,document file &discuss withteamOn-Boardnewclient*Connectw/RemoteTeam Memberyou don'tnormally workwithReceiveAppreciationor Feedbackfrom a ClientAttenda ClientCallTakeNotes ona ClientCallProactivelyassign workto PHI teammemberImpactMakerHave internalclient meetingw/mgr forbusy seasongame planTrain PHITeamMemberHelp PHITeamMemberoutside of"our" timeAttend aProspectMeetingSchedule 1:1w/mgr &requestspecificfeedbackOffer upan ActionItem PostClient CallAttend onementorshipmeetingAttend anin personclientmeetingReach outto All TeamChat withAvailabilityHelpanInternAssist whensomeoneasks for helpin team chatCreate aProposal &Participate inPricingDiscussionProactivelydraft email toclient andask to sendyourselfCompleted aReturn withLittle/NoReviewNotesPull your"List" forSpringProjectsKnowledgeShare onTeam orPod CallResolvea ClientNoticeAchieveDAP Goals3 weeks ina rowKnowledgeShare with aTeamMember whoneeds helpSolelyfacilitateprocessingext. for yourclientsMVPMomentAssist withprocessingfor yourclient*CreativeClientSolution/TaxSavings IdeaAhead of theGame - beatmanager toschedulingout workExtraMileAwardIndependentlyResearchProblem,document file &discuss withteamOn-Boardnewclient*Connectw/RemoteTeam Memberyou don'tnormally workwithReceiveAppreciationor Feedbackfrom a ClientAttenda ClientCallTakeNotes ona ClientCallProactivelyassign workto PHI teammemberImpactMakerHave internalclient meetingw/mgr forbusy seasongame planTrain PHITeamMemberHelp PHITeamMemberoutside of"our" timeAttend aProspectMeetingSchedule 1:1w/mgr &requestspecificfeedbackOffer upan ActionItem PostClient CallAttend onementorshipmeetingAttend anin personclientmeetingReach outto All TeamChat withAvailabilityHelpanInternAssist whensomeoneasks for helpin team chatCreate aProposal &Participate inPricingDiscussionProactivelydraft email toclient andask to sendyourselfCompleted aReturn withLittle/NoReviewNotesPull your"List" forSpringProjectsKnowledgeShare onTeam orPod CallResolvea ClientNoticeAchieveDAP Goals3 weeks ina rowKnowledgeShare with aTeamMember whoneeds helpSolelyfacilitateprocessingext. 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.


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