Set up time witha reviewer toperform a livereview andminimize reviewnotesBlock time onyour calendaras needed fordocumentationor review notes Use 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 listReview cycletime shouldbe 5 daysper level Submit TechStars for allof theupskilling intechnologySpend timeupfront with theGDC to ensureinstructions areclearWork with yourteam to utilize in-person timeefficiently andhave dedicatedHeads Down timeRevisit the Estimatespage on the ClaraCompass for updatedguidance andadditional examplesin the coming weeksReview the MinimumExpectedSubstantiveProcedures (MESPs)early with theengagement teamEMLLP is thedashboard forengagementteams tomonitor keymetricsSubmitplaceholderWRF to theGDC ahead ofbusy season All engagements thatsend In-Netowrkconfirmations viaConfirmation.commust submit thisprocedure to theGDC.Use theTime Trackerto submityour timeeach week UpdateGDChours inLaunchpad The SDM Directiverequires all publicintegrated auditengagements relyingon a frequently usedSOC 1 Report toutilize the SOC 1Review TeamUse the ZeroInbox methodto manageyour OutlookemailSet up time witha reviewer toperform a livereview andminimize reviewnotesBlock time onyour calendaras needed fordocumentationor review notes Use 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 listReview cycletime shouldbe 5 daysper level Submit TechStars for allof theupskilling intechnologySpend timeupfront with theGDC to ensureinstructions areclearWork with yourteam to utilize in-person timeefficiently andhave dedicatedHeads Down timeRevisit the Estimatespage on the ClaraCompass for updatedguidance andadditional examplesin the coming weeksReview the MinimumExpectedSubstantiveProcedures (MESPs)early with theengagement teamEMLLP is thedashboard forengagementteams tomonitor keymetricsSubmitplaceholderWRF to theGDC ahead ofbusy season All engagements thatsend In-Netowrkconfirmations viaConfirmation.commust submit thisprocedure to theGDC.Use theTime Trackerto submityour timeeach week UpdateGDChours inLaunchpad The SDM Directiverequires all publicintegrated auditengagements relyingon a frequently usedSOC 1 Report toutilize the SOC 1Review TeamUse the ZeroInbox methodto manageyour Outlookemail

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