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

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