Review cycletime shouldbe 5 daysper level Revisit 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 TeamUpdateGDChours inLaunchpad Work with yourteam to utilize in-person timeefficiently andhave dedicatedHeads Down timeSubmitplaceholderWRF to theGDC ahead ofbusy season EMLLP is thedashboard forengagementteams tomonitor keymetricsUse 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 reviewnotesSubmit TechStars for allof theupskilling intechnologyUse the ZeroInbox methodto manageyour OutlookemailUse the standardizedtemplates to submitwork to the GDC forCash, Debt and PPE(required for all publicengagements)Block time onyour calendaras needed fordocumentationor review notes Spend timeupfront with theGDC to ensureinstructions areclearUse time blockseffectively to getthrough priorityitems on your to-do listReview the MinimumExpectedSubstantiveProcedures (MESPs)early with theengagement teamReview cycletime shouldbe 5 daysper level Revisit 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 TeamUpdateGDChours inLaunchpad Work with yourteam to utilize in-person timeefficiently andhave dedicatedHeads Down timeSubmitplaceholderWRF to theGDC ahead ofbusy season EMLLP is thedashboard forengagementteams tomonitor keymetricsUse 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 reviewnotesSubmit TechStars for allof theupskilling intechnologyUse the ZeroInbox methodto manageyour OutlookemailUse the standardizedtemplates to submitwork to the GDC forCash, Debt and PPE(required for all publicengagements)Block time onyour calendaras needed fordocumentationor review notes Spend timeupfront with theGDC to ensureinstructions areclearUse time blockseffectively to getthrough priorityitems on your to-do listReview the MinimumExpectedSubstantiveProcedures (MESPs)early with theengagement team

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