Revisit the Estimatespage on the ClaraCompass for updatedguidance andadditional examplesin the coming weeksSubmitplaceholderWRF to theGDC ahead ofbusy season Spend timeupfront with theGDC to ensureinstructions areclearUse the ZeroInbox methodto manageyour OutlookemailSet up time witha reviewer toperform a livereview andminimize reviewnotesUse theTime Trackerto submityour timeeach week Review cycletime shouldbe 5 daysper level Review the MinimumExpectedSubstantiveProcedures (MESPs)early with theengagement teamUse the standardizedtemplates to submitwork to the GDC forCash, Debt and PPE(required for all publicengagements)Block time onyour calendaras needed fordocumentationor review notes UpdateGDChours inLaunchpad The SDM Directiverequires all publicintegrated auditengagements relyingon a frequently usedSOC 1 Report toutilize the SOC 1Review TeamWork with yourteam to utilize in-person timeefficiently andhave dedicatedHeads Down timeAll engagements thatsend In-Netowrkconfirmations viaConfirmation.commust submit thisprocedure to theGDC.Use time blockseffectively to getthrough priorityitems on your to-do listSubmit TechStars for allof theupskilling intechnologyEMLLP is thedashboard forengagementteams tomonitor keymetricsRevisit the Estimatespage on the ClaraCompass for updatedguidance andadditional examplesin the coming weeksSubmitplaceholderWRF to theGDC ahead ofbusy season Spend timeupfront with theGDC to ensureinstructions areclearUse the ZeroInbox methodto manageyour OutlookemailSet up time witha reviewer toperform a livereview andminimize reviewnotesUse theTime Trackerto submityour timeeach week Review cycletime shouldbe 5 daysper level Review the MinimumExpectedSubstantiveProcedures (MESPs)early with theengagement teamUse the standardizedtemplates to submitwork to the GDC forCash, Debt and PPE(required for all publicengagements)Block time onyour calendaras needed fordocumentationor review notes UpdateGDChours inLaunchpad The SDM Directiverequires all publicintegrated auditengagements relyingon a frequently usedSOC 1 Report toutilize the SOC 1Review TeamWork with yourteam to utilize in-person timeefficiently andhave dedicatedHeads Down timeAll engagements thatsend In-Netowrkconfirmations viaConfirmation.commust submit thisprocedure to theGDC.Use time blockseffectively to getthrough priorityitems on your to-do listSubmit 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. Revisit the Estimates page on the Clara Compass for updated guidance and additional examples in the coming weeks
  2. Submit placeholder WRF to the GDC ahead of busy season
  3. Spend time upfront with the GDC to ensure instructions are clear
  4. Use the Zero Inbox method to manage your Outlook email
  5. Set up time with a reviewer to perform a live review and minimize review notes
  6. Use the Time Tracker to submit your time each week
  7. Review cycle time should be 5 days per level
  8. Review the Minimum Expected Substantive Procedures (MESPs) early with the engagement team
  9. Use the standardized templates to submit work to the GDC for Cash, Debt and PPE (required for all public engagements)
  10. Block time on your calendar as needed for documentation or review notes
  11. Update GDC hours in Launchpad
  12. The SDM Directive requires all public integrated audit engagements relying on a frequently used SOC 1 Report to utilize the SOC 1 Review Team
  13. Work with your team to utilize in-person time efficiently and have dedicated Heads Down time
  14. All engagements that send In-Netowrk confirmations via Confirmation.com must submit this procedure to the GDC.
  15. Use time blocks effectively to get through priority items on your to-do list
  16. Submit Tech Stars for all of the upskilling in technology
  17. EMLLP is the dashboard for engagement teams to monitor key metrics