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