Train PHIteammember ontopic they'restruggling w/Assistingwhensomeoneasks for helpin team chatMVPMomentHelp PHIteammemberoutside of"our" timehelp anintern Proactivelyassign workto PHI teammemberAssist withprocessingfor yourclient*Takenotes ona clientcallKnowledgeshare with ateammember whoneeds helpSolelyfacilitateprocessingext. for yourclientInd. ResearchProblem,document file& disuss withteam.Create aproposal &participate inpricingdiscussionExtraMileAwardSchedule 1:1w/manager& requestspecificfeedbackOn boardnewclient*CreativeClientSolution orTax SavingsIdeaPull your"list" forSpringProjectsHave internalclient mtg.w/manager forbusy seasongame planCompleteda return withlittle/noreview notesKnowledgeshare onteam orpod callAttenda clientcallImpactMakerReceiveappreciationor feedbackfrom a clientProactivelydraft email fora client andask to sendyourselfAttend anin personclientmeetingattend aprospectmeetingConnectw/remote TMyou don'tnormallywork w/Ahead of theGame - beatmanager toschedulingout workOffer upan actionitem postclient callAttend onementorshipmeetingachieve yourDAP goals 3weeks in arowReachingout to AllTeam ChatwithAvailabilityTrain PHIteammember ontopic they'restruggling w/Assistingwhensomeoneasks for helpin team chatMVPMomentHelp PHIteammemberoutside of"our" timehelp anintern Proactivelyassign workto PHI teammemberAssist withprocessingfor yourclient*Takenotes ona clientcallKnowledgeshare with ateammember whoneeds helpSolelyfacilitateprocessingext. for yourclientInd. ResearchProblem,document file& disuss withteam.Create aproposal &participate inpricingdiscussionExtraMileAwardSchedule 1:1w/manager& requestspecificfeedbackOn boardnewclient*CreativeClientSolution orTax SavingsIdeaPull your"list" forSpringProjectsHave internalclient mtg.w/manager forbusy seasongame planCompleteda return withlittle/noreview notesKnowledgeshare onteam orpod callAttenda clientcallImpactMakerReceiveappreciationor feedbackfrom a clientProactivelydraft email fora client andask to sendyourselfAttend anin personclientmeetingattend aprospectmeetingConnectw/remote TMyou don'tnormallywork w/Ahead of theGame - beatmanager toschedulingout workOffer upan actionitem postclient callAttend onementorshipmeetingachieve yourDAP goals 3weeks in arowReachingout to AllTeam ChatwithAvailability

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