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