Create aproposal &participate inpricingdiscussionAttend aNetworkingEvent & Shareyour contactinformation withone new contactMVPMomentAhead of theGame - beatyour managerto schedulingout incomingworkTakenotes ona clientcallProactivelyassign work toa HPC teammember, beforemanager asksAttenda clientcallOffer up anaction itempost clientcall (nextsteps)Recommend oneexisting client forexpandedHORNE servicesto ManagerIndependentlyResearch aClient/ReturnProblem, SaveResults to the file& discuss withteamTrain a HPCteam memberon a topicthey'restruggling withFind & Attenda CPECourse for atopic you'reinterested inAttend anin-personclientmeetingRecommend oneexisting client forexpandedHORNE servicesto ManagerReach out to ateam member thatis remote/inanother office youdon't normallywork with to "justconnect"Knowledgeshare w/teammemberExtraMileAwardHelp a HPCteam memberoutside of 8-5"our" time withquestionsProactivelydraft email for aclient and askto sendyourself, beforemanager asksCreate or OfferUp Idea toImprove ClientExperience orProjectProactively draftpending items/inforequests for aclient and ask tosend yourself,before managerasksImpactMakerFacilitatetraining orinitiative tohelp train ourHPC TeamAttend aprospectmeetingSchedule one onone withmanager andrequestfeedback/specificquestionsOfferingAssistancewhen someoneasks for help inAll Team/PodchatAttend onementorshipmeetingIndependentlyresolve aClient NoticewhenreceivedCompleted aReturn withLittle/NoReview Notes(managerdiscretion)On-board newclient (setting upprior year return inCCH, Read Medocument for thefile, team meeting,etc)Send reviewer 3items you noticedwhen "analyzing"return with printpreview whensending to reviewOffer up anidea forimprovementfor our team tomanagementteamHave an internalclient meeting withmanager tobrainstorm ways toelevate your role &responsibilities onprojectCatch AND correctsomething we'vebeen doingincorrectly on areturn in previousyearsReceiveappreciationor feedbackfrom clientKnowledgeShare onTeam orPod CallReachingout to AllTeam/Podchat withAvailabilityAssist with Processingfor your client (in takescanning/assigning,flippingreturn/estimates,and/or clientcommunication forwrap up)Independentlyfacilitatingprocessingestimates foryour clientsHelpanInternCreativeClientSolution orTax SavingsIdeaCreate aproposal &participate inpricingdiscussionAttend aNetworkingEvent & Shareyour contactinformation withone new contactMVPMomentAhead of theGame - beatyour managerto schedulingout incomingworkTakenotes ona clientcallProactivelyassign work toa HPC teammember, beforemanager asksAttenda clientcallOffer up anaction itempost clientcall (nextsteps)Recommend oneexisting client forexpandedHORNE servicesto ManagerIndependentlyResearch aClient/ReturnProblem, SaveResults to the file& discuss withteamTrain a HPCteam memberon a topicthey'restruggling withFind & Attenda CPECourse for atopic you'reinterested inAttend anin-personclientmeetingRecommend oneexisting client forexpandedHORNE servicesto ManagerReach out to ateam member thatis remote/inanother office youdon't normallywork with to "justconnect"Knowledgeshare w/teammemberExtraMileAwardHelp a HPCteam memberoutside of 8-5"our" time withquestionsProactivelydraft email for aclient and askto sendyourself, beforemanager asksCreate or OfferUp Idea toImprove ClientExperience orProjectProactively draftpending items/inforequests for aclient and ask tosend yourself,before managerasksImpactMakerFacilitatetraining orinitiative tohelp train ourHPC TeamAttend aprospectmeetingSchedule one onone withmanager andrequestfeedback/specificquestionsOfferingAssistancewhen someoneasks for help inAll Team/PodchatAttend onementorshipmeetingIndependentlyresolve aClient NoticewhenreceivedCompleted aReturn withLittle/NoReview Notes(managerdiscretion)On-board newclient (setting upprior year return inCCH, Read Medocument for thefile, team meeting,etc)Send reviewer 3items you noticedwhen "analyzing"return with printpreview whensending to reviewOffer up anidea forimprovementfor our team tomanagementteamHave an internalclient meeting withmanager tobrainstorm ways toelevate your role &responsibilities onprojectCatch AND correctsomething we'vebeen doingincorrectly on areturn in previousyearsReceiveappreciationor feedbackfrom clientKnowledgeShare onTeam orPod CallReachingout to AllTeam/Podchat withAvailabilityAssist with Processingfor your client (in takescanning/assigning,flippingreturn/estimates,and/or clientcommunication forwrap up)Independentlyfacilitatingprocessingestimates foryour clientsHelpanInternCreativeClientSolution orTax SavingsIdea

Untitled Bingo - Call List

(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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  1. Create a proposal & participate in pricing discussion
  2. Attend a Networking Event & Share your contact information with one new contact
  3. MVP Moment
  4. Ahead of the Game - beat your manager to scheduling out incoming work
  5. Take notes on a client call
  6. Proactively assign work to a HPC team member, before manager asks
  7. Attend a client call
  8. Offer up an action item post client call (next steps)
  9. Recommend one existing client for expanded HORNE services to Manager
  10. Independently Research a Client/Return Problem, Save Results to the file & discuss with team
  11. Train a HPC team member on a topic they're struggling with
  12. Find & Attend a CPE Course for a topic you're interested in
  13. Attend an in-person client meeting
  14. Recommend one existing client for expanded HORNE services to Manager
  15. Reach out to a team member that is remote/in another office you don't normally work with to "just connect"
  16. Knowledge share w/ team member
  17. Extra Mile Award
  18. Help a HPC team member outside of 8-5 "our" time with questions
  19. Proactively draft email for a client and ask to send yourself, before manager asks
  20. Create or Offer Up Idea to Improve Client Experience or Project
  21. Proactively draft pending items/info requests for a client and ask to send yourself, before manager asks
  22. Impact Maker
  23. Facilitate training or initiative to help train our HPC Team
  24. Attend a prospect meeting
  25. Schedule one on one with manager and request feedback/specific questions
  26. Offering Assistance when someone asks for help in All Team/Pod chat
  27. Attend one mentorship meeting
  28. Independently resolve a Client Notice when received
  29. Completed a Return with Little/No Review Notes (manager discretion)
  30. On-board new client (setting up prior year return in CCH, Read Me document for the file, team meeting, etc)
  31. Send reviewer 3 items you noticed when "analyzing" return with print preview when sending to review
  32. Offer up an idea for improvement for our team to management team
  33. Have an internal client meeting with manager to brainstorm ways to elevate your role & responsibilities on project
  34. Catch AND correct something we've been doing incorrectly on a return in previous years
  35. Receive appreciation or feedback from client
  36. Knowledge Share on Team or Pod Call
  37. Reaching out to All Team/Pod chat with Availability
  38. Assist with Processing for your client (in take scanning/assigning, flipping return/estimates, and/or client communication for wrap up)
  39. Independently facilitating processing estimates for your clients
  40. Help an Intern
  41. Creative Client Solution or Tax Savings Idea