(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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Assisting when someone asks for help in team chat
On board new client*
Impact Maker
Take notes on a client call
Completed a return with little/no review notes
Extra Mile Award
Reaching out to All Team Chat with Availability
Help PHI team member outside of "our" time
Attend an in person client meeting
Ind. Research Problem, document file & disuss with team.
Train PHI team member on topic they're struggling w/
Ahead of the Game - beat manager to scheduling out work
Pull your "list" for Spring Projects
Have internal client mtg. w/manager for busy season game plan
Creative Client Solution or Tax Savings Idea
Assist with processing for your client*
MVP Moment
Proactively assign work to PHI team member
achieve your DAP goals 3 weeks in a row
Proactively draft email for a client and ask to send yourself
Schedule 1:1 w/manager & request specific feedback
Solely facilitate processing ext. for your client
Attend a client call
Create a proposal & participate in pricing discussion
