Use time blockseffectively to getthrough priorityitems on your to-do listEMLLP is thedashboard forengagementteams tomonitor keymetricsUse theTime Trackerto submityour timeeach week Submit TechStars for allof theupskilling intechnologySpend timeupfront with theGDC to ensureinstructions areclearWork with yourteam to utilize in-person timeefficiently andhave dedicatedHeads Down timeUpdateGDChours inLaunchpad The SDM Directiverequires all publicintegrated auditengagements relyingon a frequently usedSOC 1 Report toutilize the SOC 1Review TeamReview the MinimumExpectedSubstantiveProcedures (MESPs)early with theengagement teamUse the ZeroInbox methodto manageyour OutlookemailReview cycletime shouldbe 5 daysper level Set up time witha reviewer toperform a livereview andminimize reviewnotesSubmitplaceholderWRF to theGDC ahead ofbusy season All engagements thatsend In-Netowrkconfirmations viaConfirmation.commust submit thisprocedure to theGDC.Revisit the Estimatespage on the ClaraCompass for updatedguidance andadditional examplesin the coming weeksBlock 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 listEMLLP is thedashboard forengagementteams tomonitor keymetricsUse theTime Trackerto submityour timeeach week Submit TechStars for allof theupskilling intechnologySpend timeupfront with theGDC to ensureinstructions areclearWork with yourteam to utilize in-person timeefficiently andhave dedicatedHeads Down timeUpdateGDChours inLaunchpad The SDM Directiverequires all publicintegrated auditengagements relyingon a frequently usedSOC 1 Report toutilize the SOC 1Review TeamReview the MinimumExpectedSubstantiveProcedures (MESPs)early with theengagement teamUse the ZeroInbox methodto manageyour OutlookemailReview cycletime shouldbe 5 daysper level Set up time witha reviewer toperform a livereview andminimize reviewnotesSubmitplaceholderWRF to theGDC ahead ofbusy season All engagements thatsend In-Netowrkconfirmations viaConfirmation.commust submit thisprocedure to theGDC.Revisit the Estimatespage on the ClaraCompass for updatedguidance andadditional examplesin the coming weeksBlock time onyour calendaras needed fordocumentationor review notes Use the standardizedtemplates to submitwork to the GDC forCash, Debt and PPE(required for all publicengagements)

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