Proactivelydraft email for aclient and askto sendyourself, beforemanager asksCreate aproposal &participate inpricingdiscussionHelp a HPCteam memberoutside of 8-5"our" time withquestionsCreate or OfferUp Idea toImprove ClientExperience orProjectReceiveappreciationor feedbackfrom clientTrain a HPCteam memberon a topicthey'restruggling withHave an internalclient meeting withmanager to brainstorm ways toelevate your role &responsibilities onprojectExtraMileAwardCatch ANDCorrect somethingwe've been doingincorrectly on areturn in previousyearsCompleted aReturn withLittle/NoReview Notes(managerdiscretion)Send reviewer 3items you noticedwhen "analyzing"return with printpreview whensending to reviewReachingout to AllTeam/Podchat withAvailabilityIndependentlyResearch aClient/ReturnProblem, SaveResults to the file& discuss withteamTakenotes ona clientcallHelpanInternImpactMakerOffer up anidea forimprovementfor our team tomanagementteamReach out to ateam member thatis remote/inanother office youdon't normallywork with to "justconnect"Attend aNetworkingEvent & Shareyour contactinformation withone new contactKnowledgeShare onTeam orPod CallAttend aprospectmeetingSchedule one onone withmanager andrequestfeedback/specificquestionsRecommend oneexisting client forexpandedHORNE servicesto ManagerFind & Attenda CPECourse for atopic you'reinterested inKnowledgeShare with ateammemberwho needshelpAhead of theGame - beatyour managerto schedulingout incomingworkMVPMomentCreativeClientSolution orTax SavingsIdeaAttend onementorshipmeetingProactivelyassign work toa HPC teammember, beforemanager asksOn-board newclient (setting upprior year return inCCH, Read Medocument for thefile, team meeting,etc)Independentlyfacilitatingprocessingestimates foryour clientsAttend anin personclientmeetingProactively draftpending items/inforequests for aclient and ask tosend yourself,before managerasksFacilitatetraining orinitiative tohelp train ourHPC TeamOfferingAssistancewhen someoneasks for help inAll Team/PodchatAttenda clientcallOffer up anaction itempost clientcall (nextsteps)Assist with Processingfor your client (in takescanning/assigning,flippingreturn/estimates,and/or clientcommunication forwrap up)Independentlyresolve aClient NoticewhenreceivedProactivelydraft email for aclient and askto sendyourself, beforemanager asksCreate aproposal &participate inpricingdiscussionHelp a HPCteam memberoutside of 8-5"our" time withquestionsCreate or OfferUp Idea toImprove ClientExperience orProjectReceiveappreciationor feedbackfrom clientTrain a HPCteam memberon a topicthey'restruggling withHave an internalclient meeting withmanager to brainstorm ways toelevate your role &responsibilities onprojectExtraMileAwardCatch ANDCorrect somethingwe've been doingincorrectly on areturn in previousyearsCompleted aReturn withLittle/NoReview Notes(managerdiscretion)Send reviewer 3items you noticedwhen "analyzing"return with printpreview whensending to reviewReachingout to AllTeam/Podchat withAvailabilityIndependentlyResearch aClient/ReturnProblem, SaveResults to the file& discuss withteamTakenotes ona clientcallHelpanInternImpactMakerOffer up anidea forimprovementfor our team tomanagementteamReach out to ateam member thatis remote/inanother office youdon't normallywork with to "justconnect"Attend aNetworkingEvent & Shareyour contactinformation withone new contactKnowledgeShare onTeam orPod CallAttend aprospectmeetingSchedule one onone withmanager andrequestfeedback/specificquestionsRecommend oneexisting client forexpandedHORNE servicesto ManagerFind & Attenda CPECourse for atopic you'reinterested inKnowledgeShare with ateammemberwho needshelpAhead of theGame - beatyour managerto schedulingout incomingworkMVPMomentCreativeClientSolution orTax SavingsIdeaAttend onementorshipmeetingProactivelyassign work toa HPC teammember, beforemanager asksOn-board newclient (setting upprior year return inCCH, Read Medocument for thefile, team meeting,etc)Independentlyfacilitatingprocessingestimates foryour clientsAttend anin personclientmeetingProactively draftpending items/inforequests for aclient and ask tosend yourself,before managerasksFacilitatetraining orinitiative tohelp train ourHPC TeamOfferingAssistancewhen someoneasks for help inAll Team/PodchatAttenda clientcallOffer up anaction itempost clientcall (nextsteps)Assist with Processingfor your client (in takescanning/assigning,flippingreturn/estimates,and/or clientcommunication forwrap up)Independentlyresolve aClient Noticewhenreceived

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