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