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