Pull your"list" forSpringProjectsTrain PHIteammember ontopic they'restruggling w/Offer upan actionitem postclient callOn boardnewclient*Schedule 1:1w/manager& requestspecificfeedbackAssist withprocessingfor yourclient*ExtraMileAwardImpactMakerReachingout to AllTeam ChatwithAvailabilityAttenda clientcallHelp PHIteammemberoutside of"our" timeProactivelyassign workto PHI teammemberProactivelydraft email fora client andask to sendyourselfHave internalclient mtg.w/manager forbusy seasongame planAttend onementorshipmeetingKnowledgeshare with ateammember whoneeds helphelp anintern Ind. ResearchProblem,document file& disuss withteam.Knowledgeshare onteam orpod callCreate aproposal &participate inpricingdiscussionCreativeClientSolution orTax SavingsIdeaMVPMomentattend aprospectmeetingReceiveappreciationor feedbackfrom a clientAhead of theGame - beatmanager toschedulingout workSolelyfacilitateprocessingext. for yourclientachieve yourDAP goals 3weeks in arowAttend anin personclientmeetingConnectw/remote TMyou don'tnormallywork w/Takenotes ona clientcallAssistingwhensomeoneasks for helpin team chatCompleteda return withlittle/noreview notesPull your"list" forSpringProjectsTrain PHIteammember ontopic they'restruggling w/Offer upan actionitem postclient callOn boardnewclient*Schedule 1:1w/manager& requestspecificfeedbackAssist withprocessingfor yourclient*ExtraMileAwardImpactMakerReachingout to AllTeam ChatwithAvailabilityAttenda clientcallHelp PHIteammemberoutside of"our" timeProactivelyassign workto PHI teammemberProactivelydraft email fora client andask to sendyourselfHave internalclient mtg.w/manager forbusy seasongame planAttend onementorshipmeetingKnowledgeshare with ateammember whoneeds helphelp anintern Ind. ResearchProblem,document file& disuss withteam.Knowledgeshare onteam orpod callCreate aproposal &participate inpricingdiscussionCreativeClientSolution orTax SavingsIdeaMVPMomentattend aprospectmeetingReceiveappreciationor feedbackfrom a clientAhead of theGame - beatmanager toschedulingout workSolelyfacilitateprocessingext. for yourclientachieve yourDAP goals 3weeks in arowAttend anin personclientmeetingConnectw/remote TMyou don'tnormallywork w/Takenotes ona clientcallAssistingwhensomeoneasks for helpin team chatCompleteda return withlittle/noreview notes

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. Pull your "list" for Spring Projects
  2. Train PHI team member on topic they're struggling w/
  3. Offer up an action item post client call
  4. On board new client*
  5. Schedule 1:1 w/manager & request specific feedback
  6. Assist with processing for your client*
  7. Extra Mile Award
  8. Impact Maker
  9. Reaching out to All Team Chat with Availability
  10. Attend a client call
  11. Help PHI team member outside of "our" time
  12. Proactively assign work to PHI team member
  13. Proactively draft email for a client and ask to send yourself
  14. Have internal client mtg. w/manager for busy season game plan
  15. Attend one mentorship meeting
  16. Knowledge share with a team member who needs help
  17. help an intern
  18. Ind. Research Problem, document file & disuss with team.
  19. Knowledge share on team or pod call
  20. Create a proposal & participate in pricing discussion
  21. Creative Client Solution or Tax Savings Idea
  22. MVP Moment
  23. attend a prospect meeting
  24. Receive appreciation or feedback from a client
  25. Ahead of the Game - beat manager to scheduling out work
  26. Solely facilitate processing ext. for your client
  27. achieve your DAP goals 3 weeks in a row
  28. Attend an in person client meeting
  29. Connect w/remote TM you don't normally work w/
  30. Take notes on a client call
  31. Assisting when someone asks for help in team chat
  32. Completed a return with little/no review notes