MVPMomentCreate aproposal &participate inpricingdiscussionImpactMakerReachingout to AllTeam ChatwithAvailabilityHelp PHIteammemberoutside of"our" timeKnowledgeshare onteam orpod callattend aprospectmeetingSolelyfacilitateprocessingext. for yourclientTrain PHIteammember ontopic they'restruggling w/Schedule 1:1w/manager& requestspecificfeedbackAssistingwhensomeoneasks for helpin team chatPull your"list" forSpringProjectsOn boardnewclient*achieve yourDAP goals 3weeks in arowAttend anin personclientmeetingKnowledgeshare with ateammember whoneeds helpAhead of theGame - beatmanager toschedulingout workReceiveappreciationor feedbackfrom a clientInd. ResearchProblem,document file& disuss withteam.Connectw/remote TMyou don'tnormallywork w/Assist withprocessingfor yourclient*Proactivelydraft email fora client andask to sendyourselfAttenda clientcallCreativeClientSolution orTax SavingsIdeaAttend onementorshipmeetingTakenotes ona clientcallhelp anintern Proactivelyassign workto PHI teammemberExtraMileAwardHave internalclient mtg.w/manager forbusy seasongame planOffer upan actionitem postclient callCompleteda return withlittle/noreview notesMVPMomentCreate aproposal &participate inpricingdiscussionImpactMakerReachingout to AllTeam ChatwithAvailabilityHelp PHIteammemberoutside of"our" timeKnowledgeshare onteam orpod callattend aprospectmeetingSolelyfacilitateprocessingext. for yourclientTrain PHIteammember ontopic they'restruggling w/Schedule 1:1w/manager& requestspecificfeedbackAssistingwhensomeoneasks for helpin team chatPull your"list" forSpringProjectsOn boardnewclient*achieve yourDAP goals 3weeks in arowAttend anin personclientmeetingKnowledgeshare with ateammember whoneeds helpAhead of theGame - beatmanager toschedulingout workReceiveappreciationor feedbackfrom a clientInd. ResearchProblem,document file& disuss withteam.Connectw/remote TMyou don'tnormallywork w/Assist withprocessingfor yourclient*Proactivelydraft email fora client andask to sendyourselfAttenda clientcallCreativeClientSolution orTax SavingsIdeaAttend onementorshipmeetingTakenotes ona clientcallhelp anintern Proactivelyassign workto PHI teammemberExtraMileAwardHave internalclient mtg.w/manager forbusy seasongame planOffer upan actionitem postclient callCompleteda 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. MVP Moment
  2. Create a proposal & participate in pricing discussion
  3. Impact Maker
  4. Reaching out to All Team Chat with Availability
  5. Help PHI team member outside of "our" time
  6. Knowledge share on team or pod call
  7. attend a prospect meeting
  8. Solely facilitate processing ext. for your client
  9. Train PHI team member on topic they're struggling w/
  10. Schedule 1:1 w/manager & request specific feedback
  11. Assisting when someone asks for help in team chat
  12. Pull your "list" for Spring Projects
  13. On board new client*
  14. achieve your DAP goals 3 weeks in a row
  15. Attend an in person client meeting
  16. Knowledge share with a team member who needs help
  17. Ahead of the Game - beat manager to scheduling out work
  18. Receive appreciation or feedback from a client
  19. Ind. Research Problem, document file & disuss with team.
  20. Connect w/remote TM you don't normally work w/
  21. Assist with processing for your client*
  22. Proactively draft email for a client and ask to send yourself
  23. Attend a client call
  24. Creative Client Solution or Tax Savings Idea
  25. Attend one mentorship meeting
  26. Take notes on a client call
  27. help an intern
  28. Proactively assign work to PHI team member
  29. Extra Mile Award
  30. Have internal client mtg. w/manager for busy season game plan
  31. Offer up an action item post client call
  32. Completed a return with little/no review notes