Find & Attenda CPECourse for atopic you'reinterested inImpactMakerTrain a HPCteam memberon a topicthey'restruggling withIndependentlyresolve aClient NoticewhenreceivedSend reviewer 3items you noticedwhen "analyzing"return with printpreview whensending to reviewProactivelydraft email for aclient and askto sendyourself, beforemanager asksKnowledgeShare with ateammemberwho needshelpReceiveappreciationor feedbackfrom clientIndependentlyfacilitatingprocessingestimates foryour clientsCompleted aReturn withLittle/NoReview Notes(managerdiscretion)Proactively draftpending items/inforequests for aclient and ask tosend yourself,before managerasksRecommend oneexisting client forexpandedHORNE servicesto ManagerFacilitatetraining orinitiative tohelp train ourHPC TeamReach out to ateam member thatis remote/inanother office youdon't normallywork with to "justconnect"Attend aNetworkingEvent & Shareyour contactinformation withone new contactCreativeClientSolution orTax SavingsIdeaProactivelyassign work toa HPC teammember, beforemanager asksAttend onementorshipmeetingOfferingAssistancewhen someoneasks for help inAll Team/PodchatSchedule one onone withmanager andrequestfeedback/specificquestionsOffer up anidea forimprovementfor our team tomanagementteamKnowledgeShare onTeam orPod CallIndependentlyResearch aClient/ReturnProblem, SaveResults to the file& discuss withteamCreate aproposal &participate inpricingdiscussionHave an internalclient meeting withmanager to brainstorm ways toelevate your role &responsibilities onprojectReachingout to AllTeam/Podchat withAvailabilityAssist with Processingfor your client (in takescanning/assigning,flippingreturn/estimates,and/or clientcommunication forwrap up)ExtraMileAwardAttend anin personclientmeetingHelp a HPCteam memberoutside of 8-5"our" time withquestionsAttend aprospectmeetingOffer up anaction itempost clientcall (nextsteps)Takenotes ona clientcallAhead of theGame - beatyour managerto schedulingout incomingworkMVPMomentOn-board newclient (setting upprior year return inCCH, Read Medocument for thefile, team meeting,etc)HelpanInternCatch ANDCorrect somethingwe've been doingincorrectly on areturn in previousyearsAttenda clientcallCreate or OfferUp Idea toImprove ClientExperience orProjectFind & Attenda CPECourse for atopic you'reinterested inImpactMakerTrain a HPCteam memberon a topicthey'restruggling withIndependentlyresolve aClient NoticewhenreceivedSend reviewer 3items you noticedwhen "analyzing"return with printpreview whensending to reviewProactivelydraft email for aclient and askto sendyourself, beforemanager asksKnowledgeShare with ateammemberwho needshelpReceiveappreciationor feedbackfrom clientIndependentlyfacilitatingprocessingestimates foryour clientsCompleted aReturn withLittle/NoReview Notes(managerdiscretion)Proactively draftpending items/inforequests for aclient and ask tosend yourself,before managerasksRecommend oneexisting client forexpandedHORNE servicesto ManagerFacilitatetraining orinitiative tohelp train ourHPC TeamReach out to ateam member thatis remote/inanother office youdon't normallywork with to "justconnect"Attend aNetworkingEvent & Shareyour contactinformation withone new contactCreativeClientSolution orTax SavingsIdeaProactivelyassign work toa HPC teammember, beforemanager asksAttend onementorshipmeetingOfferingAssistancewhen someoneasks for help inAll Team/PodchatSchedule one onone withmanager andrequestfeedback/specificquestionsOffer up anidea forimprovementfor our team tomanagementteamKnowledgeShare onTeam orPod CallIndependentlyResearch aClient/ReturnProblem, SaveResults to the file& discuss withteamCreate aproposal &participate inpricingdiscussionHave an internalclient meeting withmanager to brainstorm ways toelevate your role &responsibilities onprojectReachingout to AllTeam/Podchat withAvailabilityAssist with Processingfor your client (in takescanning/assigning,flippingreturn/estimates,and/or clientcommunication forwrap up)ExtraMileAwardAttend anin personclientmeetingHelp a HPCteam memberoutside of 8-5"our" time withquestionsAttend aprospectmeetingOffer up anaction itempost clientcall (nextsteps)Takenotes ona clientcallAhead of theGame - beatyour managerto schedulingout incomingworkMVPMomentOn-board newclient (setting upprior year return inCCH, Read Medocument for thefile, team meeting,etc)HelpanInternCatch ANDCorrect somethingwe've been doingincorrectly on areturn in previousyearsAttenda clientcallCreate or OfferUp Idea toImprove ClientExperience orProject

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
  1. Find & Attend a CPE Course for a topic you're interested in
  2. Impact Maker
  3. Train a HPC team member on a topic they're struggling with
  4. Independently resolve a Client Notice when received
  5. Send reviewer 3 items you noticed when "analyzing" return with print preview when sending to review
  6. Proactively draft email for a client and ask to send yourself, before manager asks
  7. Knowledge Share with a teammember who needs help
  8. Receive appreciation or feedback from client
  9. Independently facilitating processing estimates for your clients
  10. Completed a Return with Little/No Review Notes (manager discretion)
  11. Proactively draft pending items/info requests for a client and ask to send yourself, before manager asks
  12. Recommend one existing client for expanded HORNE services to Manager
  13. Facilitate training or initiative to help train our HPC Team
  14. Reach out to a team member that is remote/in another office you don't normally work with to "just connect"
  15. Attend a Networking Event & Share your contact information with one new contact
  16. Creative Client Solution or Tax Savings Idea
  17. Proactively assign work to a HPC team member, before manager asks
  18. Attend one mentorship meeting
  19. Offering Assistance when someone asks for help in All Team/Pod chat
  20. Schedule one on one with manager and request feedback/specific questions
  21. Offer up an idea for improvement for our team to management team
  22. Knowledge Share on Team or Pod Call
  23. Independently Research a Client/Return Problem, Save Results to the file & discuss with team
  24. Create a proposal & participate in pricing discussion
  25. Have an internal client meeting with manager to brain storm ways to elevate your role & responsibilities on project
  26. Reaching out to All Team/Pod chat with Availability
  27. Assist with Processing for your client (in take scanning/assigning, flipping return/estimates, and/or client communication for wrap up)
  28. Extra Mile Award
  29. Attend an in person client meeting
  30. Help a HPC team member outside of 8-5 "our" time with questions
  31. Attend a prospect meeting
  32. Offer up an action item post client call (next steps)
  33. Take notes on a client call
  34. Ahead of the Game - beat your manager to scheduling out incoming work
  35. MVP Moment
  36. On-board new client (setting up prior year return in CCH, Read Me document for the file, team meeting, etc)
  37. Help an Intern
  38. Catch AND Correct something we've been doing incorrectly on a return in previous years
  39. Attend a client call
  40. Create or Offer Up Idea to Improve Client Experience or Project