Set up time witha reviewer toperform a livereview andminimize reviewnotesUse theTime Trackerto submityour timeeach week SubmitplaceholderWRF to theGDC ahead ofbusy season Use time blockseffectively to getthrough priorityitems on your to-do listRevisit the Estimatespage on the ClaraCompass for updatedguidance andadditional examplesin the coming weeksBlock time onyour calendaras needed fordocumentationor review notes Review the MinimumExpectedSubstantiveProcedures (MESPs)early with theengagement teamUse the ZeroInbox methodto manageyour OutlookemailWork with yourteam to utilize in-person timeefficiently andhave dedicatedHeads Down timeReview cycletime shouldbe 5 daysper level Submit TechStars for allof theupskilling intechnologyAll engagements thatsend In-Netowrkconfirmations viaConfirmation.commust submit thisprocedure to theGDC.Use 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 TeamUpdateGDChours inLaunchpad EMLLP is thedashboard forengagementteams tomonitor keymetricsSpend timeupfront with theGDC to ensureinstructions areclearSet up time witha reviewer toperform a livereview andminimize reviewnotesUse theTime Trackerto submityour timeeach week SubmitplaceholderWRF to theGDC ahead ofbusy season Use time blockseffectively to getthrough priorityitems on your to-do listRevisit the Estimatespage on the ClaraCompass for updatedguidance andadditional examplesin the coming weeksBlock time onyour calendaras needed fordocumentationor review notes Review the MinimumExpectedSubstantiveProcedures (MESPs)early with theengagement teamUse the ZeroInbox methodto manageyour OutlookemailWork with yourteam to utilize in-person timeefficiently andhave dedicatedHeads Down timeReview cycletime shouldbe 5 daysper level Submit TechStars for allof theupskilling intechnologyAll engagements thatsend In-Netowrkconfirmations viaConfirmation.commust submit thisprocedure to theGDC.Use 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 TeamUpdateGDChours inLaunchpad EMLLP is thedashboard forengagementteams tomonitor keymetricsSpend timeupfront with theGDC to ensureinstructions areclear

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