Knowledgeshare with ateammember whoneeds helpKnowledgeshare onteam orpod callProactivelydraft email fora client andask to sendyourselfInd. ResearchProblem,document file& disuss withteam.ExtraMileAwardOn boardnewclient*Attend onementorshipmeetingCompleteda return withlittle/noreview notesAssist withprocessingfor yourclient*Pull your"list" forSpringProjectsattend aprospectmeetingachieve yourDAP goals 3weeks in arowTrain PHIteammember ontopic they'restruggling w/Attenda clientcallHave internalclient mtg.w/manager forbusy seasongame planhelp anintern Proactivelyassign workto PHI teammemberMVPMomentReachingout to AllTeam ChatwithAvailabilityConnectw/remote TMyou don'tnormallywork w/Offer upan actionitem postclient callAssistingwhensomeoneasks for helpin team chatCreate aproposal &participate inpricingdiscussionAttend anin personclientmeetingAhead of theGame - beatmanager toschedulingout workImpactMakerHelp PHIteammemberoutside of"our" timeReceiveappreciationor feedbackfrom a clientSolelyfacilitateprocessingext. for yourclientTakenotes ona clientcallSchedule 1:1w/manager& requestspecificfeedbackCreativeClientSolution orTax SavingsIdeaKnowledgeshare with ateammember whoneeds helpKnowledgeshare onteam orpod callProactivelydraft email fora client andask to sendyourselfInd. ResearchProblem,document file& disuss withteam.ExtraMileAwardOn boardnewclient*Attend onementorshipmeetingCompleteda return withlittle/noreview notesAssist withprocessingfor yourclient*Pull your"list" forSpringProjectsattend aprospectmeetingachieve yourDAP goals 3weeks in arowTrain PHIteammember ontopic they'restruggling w/Attenda clientcallHave internalclient mtg.w/manager forbusy seasongame planhelp anintern Proactivelyassign workto PHI teammemberMVPMomentReachingout to AllTeam ChatwithAvailabilityConnectw/remote TMyou don'tnormallywork w/Offer upan actionitem postclient callAssistingwhensomeoneasks for helpin team chatCreate aproposal &participate inpricingdiscussionAttend anin personclientmeetingAhead of theGame - beatmanager toschedulingout workImpactMakerHelp PHIteammemberoutside of"our" timeReceiveappreciationor feedbackfrom a clientSolelyfacilitateprocessingext. for yourclientTakenotes ona clientcallSchedule 1:1w/manager& requestspecificfeedbackCreativeClientSolution orTax SavingsIdea

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