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