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

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