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

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.


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