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