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