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