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

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