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