Block time onyour calendaras needed fordocumentationor review notes Review the MinimumExpectedSubstantiveProcedures (MESPs)early with theengagement teamSubmit TechStars for allof theupskilling intechnologySet up time witha reviewer toperform a livereview andminimize reviewnotesSpend timeupfront with theGDC to ensureinstructions areclearSubmitplaceholderWRF to theGDC ahead ofbusy season UpdateGDChours inLaunchpad Use theTime Trackerto submityour timeeach week Work with yourteam to utilize in-person timeefficiently andhave dedicatedHeads Down timeUse the standardizedtemplates to submitwork to the GDC forCash, Debt and PPE(required for all publicengagements)Revisit the Estimatespage on the ClaraCompass for updatedguidance andadditional examplesin the coming weeksUse the ZeroInbox methodto manageyour OutlookemailAll engagements thatsend In-Netowrkconfirmations viaConfirmation.commust submit thisprocedure to theGDC.Review cycletime shouldbe 5 daysper level EMLLP is thedashboard forengagementteams tomonitor keymetricsThe SDM Directiverequires all publicintegrated auditengagements relyingon a frequently usedSOC 1 Report toutilize the SOC 1Review TeamUse time blockseffectively to getthrough priorityitems on your to-do listBlock time onyour calendaras needed fordocumentationor review notes Review the MinimumExpectedSubstantiveProcedures (MESPs)early with theengagement teamSubmit TechStars for allof theupskilling intechnologySet up time witha reviewer toperform a livereview andminimize reviewnotesSpend timeupfront with theGDC to ensureinstructions areclearSubmitplaceholderWRF to theGDC ahead ofbusy season UpdateGDChours inLaunchpad Use theTime Trackerto submityour timeeach week Work with yourteam to utilize in-person timeefficiently andhave dedicatedHeads Down timeUse the standardizedtemplates to submitwork to the GDC forCash, Debt and PPE(required for all publicengagements)Revisit the Estimatespage on the ClaraCompass for updatedguidance andadditional examplesin the coming weeksUse the ZeroInbox methodto manageyour OutlookemailAll engagements thatsend In-Netowrkconfirmations viaConfirmation.commust submit thisprocedure to theGDC.Review cycletime shouldbe 5 daysper level EMLLP is thedashboard forengagementteams tomonitor keymetricsThe SDM Directiverequires all publicintegrated auditengagements relyingon a frequently usedSOC 1 Report toutilize the SOC 1Review TeamUse 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. Review the Minimum Expected Substantive Procedures (MESPs) early with the engagement team
  3. Submit Tech Stars for all of the upskilling in technology
  4. Set up time with a reviewer to perform a live review and minimize review notes
  5. Spend time upfront with the GDC to ensure instructions are clear
  6. Submit placeholder WRF to the GDC ahead of busy season
  7. Update GDC hours in Launchpad
  8. Use the Time Tracker to submit your time each week
  9. Work with your team to utilize in-person time efficiently and have dedicated Heads Down time
  10. Use the standardized templates to submit work to the GDC for Cash, Debt and PPE (required for all public engagements)
  11. Revisit the Estimates page on the Clara Compass for updated guidance and additional examples in the coming weeks
  12. Use the Zero Inbox method to manage your Outlook email
  13. All engagements that send In-Netowrk confirmations via Confirmation.com must submit this procedure to the GDC.
  14. Review cycle time should be 5 days per level
  15. EMLLP is the dashboard for engagement teams to monitor key metrics
  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 time blocks effectively to get through priority items on your to-do list