Use the ZeroInbox methodto manageyour OutlookemailSubmit TechStars for allof theupskilling intechnologyRevisit the Estimatespage on the ClaraCompass for updatedguidance andadditional examplesin the coming weeksThe SDM Directiverequires all publicintegrated auditengagements relyingon a frequently usedSOC 1 Report toutilize the SOC 1Review TeamSet up time witha reviewer toperform a livereview andminimize reviewnotesBlock time onyour calendaras needed fordocumentationor review notes EMLLP is thedashboard forengagementteams tomonitor keymetricsReview the MinimumExpectedSubstantiveProcedures (MESPs)early with theengagement teamUse theTime Trackerto submityour timeeach week 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 areclearAll engagements thatsend In-Netowrkconfirmations viaConfirmation.commust submit thisprocedure to theGDC.Review cycletime shouldbe 5 daysper level Work with yourteam to utilize in-person timeefficiently andhave dedicatedHeads Down timeUse time blockseffectively to getthrough priorityitems on your to-do listUpdateGDChours inLaunchpad Use the ZeroInbox methodto manageyour OutlookemailSubmit TechStars for allof theupskilling intechnologyRevisit the Estimatespage on the ClaraCompass for updatedguidance andadditional examplesin the coming weeksThe SDM Directiverequires all publicintegrated auditengagements relyingon a frequently usedSOC 1 Report toutilize the SOC 1Review TeamSet up time witha reviewer toperform a livereview andminimize reviewnotesBlock time onyour calendaras needed fordocumentationor review notes EMLLP is thedashboard forengagementteams tomonitor keymetricsReview the MinimumExpectedSubstantiveProcedures (MESPs)early with theengagement teamUse theTime Trackerto submityour timeeach week 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 areclearAll engagements thatsend In-Netowrkconfirmations viaConfirmation.commust submit thisprocedure to theGDC.Review cycletime shouldbe 5 daysper level Work with yourteam to utilize in-person timeefficiently andhave dedicatedHeads Down timeUse time blockseffectively to getthrough priorityitems on your to-do listUpdateGDChours inLaunchpad 

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