(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 assign work to PHI team member
Assist with processing for your client*
Take notes on a client call
Help PHI team member outside of "our" time
Attend a client call
Completed a return with little/no review notes
Extra Mile Award
Solely facilitate processing ext. for your client
Ahead of the Game - beat manager to scheduling out work
Create a proposal & participate in pricing discussion
Reaching out to All Team Chat with Availability
Receive appreciation or feedback from a client
Schedule 1:1 w/manager & request specific feedback
Ind. Research Problem, document file & disuss with team.
help an intern
Knowledge share with a team member who needs help
MVP Moment
On board new client*
Proactively draft email for a client and ask to send yourself
Attend an in person client meeting
Pull your "list" for Spring Projects
Creative Client Solution or Tax Savings Idea
Knowledge share on team or pod call
Have internal client mtg. w/manager for busy season game plan
Impact Maker
Train PHI team member on topic they're struggling w/
