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

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