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

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