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

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