SubmitplaceholderWRF to theGDC ahead ofbusy season Revisit the Estimatespage on the ClaraCompass for updatedguidance andadditional examplesin the coming weeksThe 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.Use theTime Trackerto submityour timeeach week Block time onyour calendaras needed fordocumentationor review notes Spend timeupfront with theGDC to ensureinstructions areclearWork 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)Review the MinimumExpectedSubstantiveProcedures (MESPs)early with theengagement teamSubmit TechStars for allof theupskilling intechnologyReview cycletime shouldbe 5 daysper level Use time blockseffectively to getthrough priorityitems on your to-do listUpdateGDChours inLaunchpad Use the ZeroInbox methodto manageyour OutlookemailEMLLP is thedashboard forengagementteams tomonitor keymetricsSet up time witha reviewer toperform a livereview andminimize reviewnotesSubmitplaceholderWRF to theGDC ahead ofbusy season Revisit the Estimatespage on the ClaraCompass for updatedguidance andadditional examplesin the coming weeksThe 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.Use theTime Trackerto submityour timeeach week Block time onyour calendaras needed fordocumentationor review notes Spend timeupfront with theGDC to ensureinstructions areclearWork 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)Review the MinimumExpectedSubstantiveProcedures (MESPs)early with theengagement teamSubmit TechStars for allof theupskilling intechnologyReview cycletime shouldbe 5 daysper level Use time blockseffectively to getthrough priorityitems on your to-do listUpdateGDChours inLaunchpad Use the ZeroInbox methodto manageyour OutlookemailEMLLP is thedashboard forengagementteams tomonitor keymetricsSet 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. Submit placeholder WRF to the GDC ahead of busy season
  2. Revisit the Estimates page on the Clara Compass for updated guidance and additional examples in the coming weeks
  3. The SDM Directive requires all public integrated audit engagements relying on a frequently used SOC 1 Report to utilize the SOC 1 Review Team
  4. All engagements that send In-Netowrk confirmations via Confirmation.com must submit this procedure to the GDC.
  5. Use the Time Tracker to submit your time each week
  6. Block time on your calendar as needed for documentation or review notes
  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. Use the standardized templates to submit work to the GDC for Cash, Debt and PPE (required for all public engagements)
  10. Review the Minimum Expected Substantive Procedures (MESPs) early with the engagement team
  11. Submit Tech Stars for all of the upskilling in technology
  12. Review cycle time should be 5 days per level
  13. Use time blocks effectively to get through priority items on your to-do list
  14. Update GDC hours in Launchpad
  15. Use the Zero Inbox method to manage your Outlook email
  16. EMLLP is the dashboard for engagement teams to monitor key metrics
  17. Set up time with a reviewer to perform a live review and minimize review notes