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