Facilitatetraining orinitiative tohelp train ourHPC TeamSchedule one onone withmanager andrequestfeedback/specificquestionsHelp a HPCteam memberoutside of 8-5"our" time withquestionsProactivelydraft email for aclient and askto sendyourself, beforemanager asksCreate aproposal &participate inpricingdiscussionAttend aprospectmeetingOffer up anidea forimprovementfor our team tomanagementteamCompleted aReturn withLittle/NoReview Notes(managerdiscretion)Assist with Processingfor your client (in takescanning/assigning,flippingreturn/estimates,and/or clientcommunication forwrap up)Proactively draftpending items/inforequests for aclient and ask tosend yourself,before managerasksMVPMomentHave an internalclient meeting withmanager to brainstorm ways toelevate your role &responsibilities onprojectCreate or OfferUp Idea toImprove ClientExperience orProjectIndependentlyfacilitatingprocessingestimates foryour clientsTrain a HPCteam memberon a topicthey'restruggling withProactivelyassign work toa HPC teammember, beforemanager asksHelpanInternExtraMileAwardReach out to ateam member thatis remote/inanother office youdon't normallywork with to "justconnect"Recommend oneexisting client forexpandedHORNE servicesto ManagerOfferingAssistancewhen someoneasks for help inAll Team/PodchatAttenda clientcallTakenotes ona clientcallKnowledgeShare with ateammemberwho needshelpReceiveappreciationor feedbackfrom clientSend reviewer 3items you noticedwhen "analyzing"return with printpreview whensending to reviewCatch ANDCorrect somethingwe've been doingincorrectly on areturn in previousyearsAhead of theGame - beatyour managerto schedulingout incomingworkReachingout to AllTeam/Podchat withAvailabilityIndependentlyresolve aClient NoticewhenreceivedAttend anin-personclientmeetingAttend aNetworkingEvent & Shareyour contactinformation withone new contactImpactMakerCreativeClientSolution orTax SavingsIdeaIndependentlyResearch aClient/ReturnProblem, SaveResults to the file& discuss withteamOn-board newclient (setting upprior year return inCCH, Read Medocument for thefile, team meeting,etc)Offer up anaction itempost clientcall (nextsteps)Attend onementorshipmeetingFind & Attenda CPECourse for atopic you'reinterested inKnowledgeShare onTeam orPod CallFacilitatetraining orinitiative tohelp train ourHPC TeamSchedule one onone withmanager andrequestfeedback/specificquestionsHelp a HPCteam memberoutside of 8-5"our" time withquestionsProactivelydraft email for aclient and askto sendyourself, beforemanager asksCreate aproposal &participate inpricingdiscussionAttend aprospectmeetingOffer up anidea forimprovementfor our team tomanagementteamCompleted aReturn withLittle/NoReview Notes(managerdiscretion)Assist with Processingfor your client (in takescanning/assigning,flippingreturn/estimates,and/or clientcommunication forwrap up)Proactively draftpending items/inforequests for aclient and ask tosend yourself,before managerasksMVPMomentHave an internalclient meeting withmanager to brainstorm ways toelevate your role &responsibilities onprojectCreate or OfferUp Idea toImprove ClientExperience orProjectIndependentlyfacilitatingprocessingestimates foryour clientsTrain a HPCteam memberon a topicthey'restruggling withProactivelyassign work toa HPC teammember, beforemanager asksHelpanInternExtraMileAwardReach out to ateam member thatis remote/inanother office youdon't normallywork with to "justconnect"Recommend oneexisting client forexpandedHORNE servicesto ManagerOfferingAssistancewhen someoneasks for help inAll Team/PodchatAttenda clientcallTakenotes ona clientcallKnowledgeShare with ateammemberwho needshelpReceiveappreciationor feedbackfrom clientSend reviewer 3items you noticedwhen "analyzing"return with printpreview whensending to reviewCatch ANDCorrect somethingwe've been doingincorrectly on areturn in previousyearsAhead of theGame - beatyour managerto schedulingout incomingworkReachingout to AllTeam/Podchat withAvailabilityIndependentlyresolve aClient NoticewhenreceivedAttend anin-personclientmeetingAttend aNetworkingEvent & Shareyour contactinformation withone new contactImpactMakerCreativeClientSolution orTax SavingsIdeaIndependentlyResearch aClient/ReturnProblem, SaveResults to the file& discuss withteamOn-board newclient (setting upprior year return inCCH, Read Medocument for thefile, team meeting,etc)Offer up anaction itempost clientcall (nextsteps)Attend onementorshipmeetingFind & Attenda CPECourse for atopic you'reinterested inKnowledgeShare onTeam orPod Call

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