Schedule one onone withmanager andrequestfeedback/specificquestionsReach out to ateam member thatis remote/inanother office youdon't normallywork with to "justconnect"Create aproposal &participate inpricingdiscussionIndependentlyresolve aClient NoticewhenreceivedTakenotes ona clientcallOffer up anidea forimprovementfor our team tomanagementteamFind & Attenda CPECourse for atopic you'reinterested inAttend aprospectmeetingImpactMakerAttend aNetworkingEvent & Shareyour contactinformation withone new contactRecommend oneexisting client forexpandedHORNE servicesto ManagerSend reviewer 3items you noticedwhen "analyzing"return with printpreview whensending to reviewAttend anin-personclientmeetingAhead of theGame - beatyour managerto schedulingout incomingworkKnowledgeShare with ateammemberwho needshelpTrain a HPCteam memberon a topicthey'restruggling withHelp a HPCteam memberoutside of 8-5"our" time withquestionsReachingout to AllTeam/Podchat withAvailabilityKnowledgeShare onTeam orPod CallOn-board newclient (setting upprior year return inCCH, Read Medocument for thefile, team meeting,etc)ExtraMileAwardOffer up anaction itempost clientcall (nextsteps)Assist with Processingfor your client (in takescanning/assigning,flippingreturn/estimates,and/or clientcommunication forwrap up)MVPMomentAttend onementorshipmeetingHave an internalclient meeting withmanager to brainstorm ways toelevate your role &responsibilities onprojectProactively draftpending items/inforequests for aclient and ask tosend yourself,before managerasksIndependentlyResearch aClient/ReturnProblem, SaveResults to the file& discuss withteamProactivelyassign work toa HPC teammember, beforemanager asksCreate or OfferUp Idea toImprove ClientExperience orProjectHelpanInternCompleted aReturn withLittle/NoReview Notes(managerdiscretion)Independentlyfacilitatingprocessingestimates foryour clientsReceiveappreciationor feedbackfrom clientProactivelydraft email for aclient and askto sendyourself, beforemanager asksCatch ANDCorrect somethingwe've been doingincorrectly on areturn in previousyearsAttenda clientcallOfferingAssistancewhen someoneasks for help inAll Team/PodchatFacilitatetraining orinitiative tohelp train ourHPC TeamCreativeClientSolution orTax SavingsIdeaSchedule one onone withmanager andrequestfeedback/specificquestionsReach out to ateam member thatis remote/inanother office youdon't normallywork with to "justconnect"Create aproposal &participate inpricingdiscussionIndependentlyresolve aClient NoticewhenreceivedTakenotes ona clientcallOffer up anidea forimprovementfor our team tomanagementteamFind & Attenda CPECourse for atopic you'reinterested inAttend aprospectmeetingImpactMakerAttend aNetworkingEvent & Shareyour contactinformation withone new contactRecommend oneexisting client forexpandedHORNE servicesto ManagerSend reviewer 3items you noticedwhen "analyzing"return with printpreview whensending to reviewAttend anin-personclientmeetingAhead of theGame - beatyour managerto schedulingout incomingworkKnowledgeShare with ateammemberwho needshelpTrain a HPCteam memberon a topicthey'restruggling withHelp a HPCteam memberoutside of 8-5"our" time withquestionsReachingout to AllTeam/Podchat withAvailabilityKnowledgeShare onTeam orPod CallOn-board newclient (setting upprior year return inCCH, Read Medocument for thefile, team meeting,etc)ExtraMileAwardOffer up anaction itempost clientcall (nextsteps)Assist with Processingfor your client (in takescanning/assigning,flippingreturn/estimates,and/or clientcommunication forwrap up)MVPMomentAttend onementorshipmeetingHave an internalclient meeting withmanager to brainstorm ways toelevate your role &responsibilities onprojectProactively draftpending items/inforequests for aclient and ask tosend yourself,before managerasksIndependentlyResearch aClient/ReturnProblem, SaveResults to the file& discuss withteamProactivelyassign work toa HPC teammember, beforemanager asksCreate or OfferUp Idea toImprove ClientExperience orProjectHelpanInternCompleted aReturn withLittle/NoReview Notes(managerdiscretion)Independentlyfacilitatingprocessingestimates foryour clientsReceiveappreciationor feedbackfrom clientProactivelydraft email for aclient and askto sendyourself, beforemanager asksCatch ANDCorrect somethingwe've been doingincorrectly on areturn in previousyearsAttenda clientcallOfferingAssistancewhen someoneasks for help inAll Team/PodchatFacilitatetraining orinitiative tohelp train ourHPC TeamCreativeClientSolution orTax SavingsIdea

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