Submit TechStars for allof theupskilling intechnologyUse theTime Trackerto submityour timeeach week Work with yourteam to utilize in-person timeefficiently andhave dedicatedHeads Down timeAll engagements thatsend In-Netowrkconfirmations viaConfirmation.commust submit thisprocedure to theGDC.EMLLP is thedashboard forengagementteams tomonitor keymetricsBlock time onyour calendaras needed fordocumentationor review notes Review cycletime shouldbe 5 daysper level Use the standardizedtemplates to submitwork to the GDC forCash, Debt and PPE(required for all publicengagements)SubmitplaceholderWRF to theGDC ahead ofbusy season Spend timeupfront with theGDC to ensureinstructions areclearThe SDM Directiverequires all publicintegrated auditengagements relyingon a frequently usedSOC 1 Report toutilize the SOC 1Review TeamUse time blockseffectively to getthrough priorityitems on your to-do listUse the ZeroInbox methodto manageyour OutlookemailSet up time witha reviewer toperform a livereview andminimize reviewnotesReview the MinimumExpectedSubstantiveProcedures (MESPs)early with theengagement teamUpdateGDChours inLaunchpad Revisit the Estimatespage on the ClaraCompass for updatedguidance andadditional examplesin the coming weeksSubmit TechStars for allof theupskilling intechnologyUse theTime Trackerto submityour timeeach week Work with yourteam to utilize in-person timeefficiently andhave dedicatedHeads Down timeAll engagements thatsend In-Netowrkconfirmations viaConfirmation.commust submit thisprocedure to theGDC.EMLLP is thedashboard forengagementteams tomonitor keymetricsBlock time onyour calendaras needed fordocumentationor review notes Review cycletime shouldbe 5 daysper level Use the standardizedtemplates to submitwork to the GDC forCash, Debt and PPE(required for all publicengagements)SubmitplaceholderWRF to theGDC ahead ofbusy season Spend timeupfront with theGDC to ensureinstructions areclearThe SDM Directiverequires all publicintegrated auditengagements relyingon a frequently usedSOC 1 Report toutilize the SOC 1Review TeamUse time blockseffectively to getthrough priorityitems on your to-do listUse the ZeroInbox methodto manageyour OutlookemailSet up time witha reviewer toperform a livereview andminimize reviewnotesReview the MinimumExpectedSubstantiveProcedures (MESPs)early with theengagement teamUpdateGDChours inLaunchpad Revisit the Estimatespage on the ClaraCompass for updatedguidance andadditional examplesin the coming weeks

CI Circle 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
  1. Submit Tech Stars for all of the upskilling in technology
  2. Use the Time Tracker to submit your time each week
  3. Work with your team to utilize in-person time efficiently and have dedicated Heads Down time
  4. All engagements that send In-Netowrk confirmations via Confirmation.com must submit this procedure to the GDC.
  5. EMLLP is the dashboard for engagement teams to monitor key metrics
  6. Block time on your calendar as needed for documentation or review notes
  7. Review cycle time should be 5 days per level
  8. Use the standardized templates to submit work to the GDC for Cash, Debt and PPE (required for all public engagements)
  9. Submit placeholder WRF to the GDC ahead of busy season
  10. Spend time upfront with the GDC to ensure instructions are clear
  11. The SDM Directive requires all public integrated audit engagements relying on a frequently used SOC 1 Report to utilize the SOC 1 Review Team
  12. Use time blocks effectively to get through priority items on your to-do list
  13. Use the Zero Inbox method to manage your Outlook email
  14. Set up time with a reviewer to perform a live review and minimize review notes
  15. Review the Minimum Expected Substantive Procedures (MESPs) early with the engagement team
  16. Update GDC hours in Launchpad
  17. Revisit the Estimates page on the Clara Compass for updated guidance and additional examples in the coming weeks