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


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