Block time onyour calendaras needed fordocumentationor review notes All engagements thatsend In-Netowrkconfirmations viaConfirmation.commust submit thisprocedure to theGDC.EMLLP is thedashboard forengagementteams tomonitor keymetricsUse theTime Trackerto submityour timeeach week Review cycletime shouldbe 5 daysper level UpdateGDChours inLaunchpad Work with yourteam to utilize in-person timeefficiently andhave dedicatedHeads Down timeUse the ZeroInbox methodto manageyour OutlookemailReview the MinimumExpectedSubstantiveProcedures (MESPs)early with theengagement teamUse 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 listRevisit the Estimatespage on the ClaraCompass for updatedguidance andadditional examplesin the coming weeksSpend timeupfront with theGDC to ensureinstructions areclearSubmitplaceholderWRF to theGDC ahead ofbusy season The SDM Directiverequires all publicintegrated auditengagements relyingon a frequently usedSOC 1 Report toutilize the SOC 1Review TeamSubmit TechStars for allof theupskilling intechnologySet up time witha reviewer toperform a livereview andminimize reviewnotesBlock time onyour calendaras needed fordocumentationor review notes All engagements thatsend In-Netowrkconfirmations viaConfirmation.commust submit thisprocedure to theGDC.EMLLP is thedashboard forengagementteams tomonitor keymetricsUse theTime Trackerto submityour timeeach week Review cycletime shouldbe 5 daysper level UpdateGDChours inLaunchpad Work with yourteam to utilize in-person timeefficiently andhave dedicatedHeads Down timeUse the ZeroInbox methodto manageyour OutlookemailReview the MinimumExpectedSubstantiveProcedures (MESPs)early with theengagement teamUse 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 listRevisit the Estimatespage on the ClaraCompass for updatedguidance andadditional examplesin the coming weeksSpend timeupfront with theGDC to ensureinstructions areclearSubmitplaceholderWRF to theGDC ahead ofbusy season The SDM Directiverequires all publicintegrated auditengagements relyingon a frequently usedSOC 1 Report toutilize the SOC 1Review TeamSubmit TechStars for allof theupskilling intechnologySet up time witha reviewer toperform a livereview andminimize reviewnotes

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