(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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Proactively draft email for a client and ask to send yourself
Creative Client Solution or Tax Savings Idea
Schedule 1:1 w/manager & request specific feedback
Connect w/remote TM you don't normally work w/
Pull your "list" for Spring Projects
Offer up an action item post client call
MVP Moment
Proactively assign work to PHI team member
Extra Mile Award
Attend an in person client meeting
Ahead of the Game - beat manager to scheduling out work
Train PHI team member on topic they're struggling w/
Assist with processing for your client*
achieve your DAP goals 3 weeks in a row
On board new client*
attend a prospect meeting
Create a proposal & participate in pricing discussion
Knowledge share on team or pod call
Take notes on a client call
Assisting when someone asks for help in team chat
Receive appreciation or feedback from a client
help an intern
Help PHI team member outside of "our" time
Ind. Research Problem, document file & disuss with team.
Attend one mentorship meeting
Completed a return with little/no review notes
Attend a client call
Solely facilitate processing ext. for your client
Have internal client mtg. w/manager for busy season game plan
