Independentlyresolve aClient NoticewhenreceivedIndependentlyResearch aClient/ReturnProblem, SaveResults to the file& discuss withteamOffer up anidea forimprovementfor our team tomanagementteamAssist with Processingfor your client (in takescanning/assigning,flippingreturn/estimates,and/or clientcommunication forwrap up)Proactivelydraft email for aclient and askto sendyourself, beforemanager asksOffer up anaction itempost clientcall (nextsteps)Create or OfferUp Idea toImprove ClientExperience orProjectRecommend oneexisting client forexpandedHORNE servicesto ManagerSend reviewer 3items you noticedwhen "analyzing"return with printpreview whensending to reviewHave an internalclient meeting withmanager to brainstorm ways toelevate your role &responsibilities onprojectAttend anin personclientmeetingAhead of theGame - beatyour managerto schedulingout incomingworkAttend onementorshipmeetingTrain a HPCteam memberon a topicthey'restruggling withCatch ANDCorrect somethingwe've been doingincorrectly on areturn in previousyearsHelp a HPCteam memberoutside of 8-5"our" time withquestionsCompleted aReturn withLittle/NoReview Notes(managerdiscretion)Create aproposal &participate inpricingdiscussionProactivelyassign work toa HPC teammember, beforemanager asksHelpanInternReceiveappreciationor feedbackfrom clientAttenda clientcallAttend aprospectmeetingReachingout to AllTeam/Podchat withAvailabilityImpactMakerIndependentlyfacilitatingprocessingestimates foryour clientsTakenotes ona clientcallOfferingAssistancewhen someoneasks for help inAll Team/PodchatCreativeClientSolution orTax SavingsIdeaFacilitatetraining orinitiative tohelp train ourHPC TeamKnowledgeShare onTeam orPod CallExtraMileAwardProactively draftpending items/inforequests for aclient and ask tosend yourself,before managerasksMVPMomentAttend aNetworkingEvent & Shareyour contactinformation withone new contactSchedule one onone withmanager andrequestfeedback/specificquestionsFind & Attenda CPECourse for atopic you'reinterested inReach out to ateam member thatis remote/inanother office youdon't normallywork with to "justconnect"On-board newclient (setting upprior year return inCCH, Read Medocument for thefile, team meeting,etc)KnowledgeShare with ateammemberwho needshelpIndependentlyresolve aClient NoticewhenreceivedIndependentlyResearch aClient/ReturnProblem, SaveResults to the file& discuss withteamOffer up anidea forimprovementfor our team tomanagementteamAssist with Processingfor your client (in takescanning/assigning,flippingreturn/estimates,and/or clientcommunication forwrap up)Proactivelydraft email for aclient and askto sendyourself, beforemanager asksOffer up anaction itempost clientcall (nextsteps)Create or OfferUp Idea toImprove ClientExperience orProjectRecommend oneexisting client forexpandedHORNE servicesto ManagerSend reviewer 3items you noticedwhen "analyzing"return with printpreview whensending to reviewHave an internalclient meeting withmanager to brainstorm ways toelevate your role &responsibilities onprojectAttend anin personclientmeetingAhead of theGame - beatyour managerto schedulingout incomingworkAttend onementorshipmeetingTrain a HPCteam memberon a topicthey'restruggling withCatch ANDCorrect somethingwe've been doingincorrectly on areturn in previousyearsHelp a HPCteam memberoutside of 8-5"our" time withquestionsCompleted aReturn withLittle/NoReview Notes(managerdiscretion)Create aproposal &participate inpricingdiscussionProactivelyassign work toa HPC teammember, beforemanager asksHelpanInternReceiveappreciationor feedbackfrom clientAttenda clientcallAttend aprospectmeetingReachingout to AllTeam/Podchat withAvailabilityImpactMakerIndependentlyfacilitatingprocessingestimates foryour clientsTakenotes ona clientcallOfferingAssistancewhen someoneasks for help inAll Team/PodchatCreativeClientSolution orTax SavingsIdeaFacilitatetraining orinitiative tohelp train ourHPC TeamKnowledgeShare onTeam orPod CallExtraMileAwardProactively draftpending items/inforequests for aclient and ask tosend yourself,before managerasksMVPMomentAttend aNetworkingEvent & Shareyour contactinformation withone new contactSchedule one onone withmanager andrequestfeedback/specificquestionsFind & Attenda CPECourse for atopic you'reinterested inReach out to ateam member thatis remote/inanother office youdon't normallywork with to "justconnect"On-board newclient (setting upprior year return inCCH, Read Medocument for thefile, team meeting,etc)KnowledgeShare with ateammemberwho needshelp

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