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