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