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

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