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

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.


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