IndependentlyResearchProblem,document file &discuss withteamHave internalclient meetingw/mgr forbusy seasongame planAttend aProspectMeetingHelpanInternAttend onementorshipmeetingAttend anin personclientmeetingExtraMileAwardHelp PHITeamMemberoutside of"our" timeImpactMakerCreativeClientSolution/TaxSavings IdeaMVPMomentCompleted aReturn withLittle/NoReviewNotesConnectw/RemoteTeam Memberyou don'tnormally workwithReach outto All TeamChat withAvailabilityOffer upan ActionItem PostClient CallAttenda ClientCallCreate aProposal &Participate inPricingDiscussionKnowledgeShare onTeam orPod CallTakeNotes ona ClientCallProactivelydraft email toclient andask to sendyourselfAhead of theGame - beatmanager toschedulingout workPull your"List" forSpringProjectsTrain PHITeamMemberOn-Boardnewclient*Schedule 1:1w/mgr &requestspecificfeedbackReceiveAppreciationor Feedbackfrom a ClientSolelyfacilitateprocessingext. for yourclientsAchieveDAP Goals3 weeks ina rowAssist withprocessingfor yourclient*Resolvea ClientNoticeProactivelyassign workto PHI teammemberAssist whensomeoneasks for helpin team chatKnowledgeShare with aTeamMember whoneeds helpIndependentlyResearchProblem,document file &discuss withteamHave internalclient meetingw/mgr forbusy seasongame planAttend aProspectMeetingHelpanInternAttend onementorshipmeetingAttend anin personclientmeetingExtraMileAwardHelp PHITeamMemberoutside of"our" timeImpactMakerCreativeClientSolution/TaxSavings IdeaMVPMomentCompleted aReturn withLittle/NoReviewNotesConnectw/RemoteTeam Memberyou don'tnormally workwithReach outto All TeamChat withAvailabilityOffer upan ActionItem PostClient CallAttenda ClientCallCreate aProposal &Participate inPricingDiscussionKnowledgeShare onTeam orPod CallTakeNotes ona ClientCallProactivelydraft email toclient andask to sendyourselfAhead of theGame - beatmanager toschedulingout workPull your"List" forSpringProjectsTrain PHITeamMemberOn-Boardnewclient*Schedule 1:1w/mgr &requestspecificfeedbackReceiveAppreciationor Feedbackfrom a ClientSolelyfacilitateprocessingext. for yourclientsAchieveDAP Goals3 weeks ina rowAssist withprocessingfor yourclient*Resolvea ClientNoticeProactivelyassign workto PHI teammemberAssist whensomeoneasks for helpin team chatKnowledgeShare with aTeamMember whoneeds help

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