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