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GEN1797 Assessing and Evidencing ISO 19770 for Practitioners

$199.00
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The Executive Diagnostic and Governance Toolkit

Assessing and Evidencing ISO 19770 for Practitioners

Score your own function red, amber or green, find out which part is weakest, and walk into the next budget round able to defend what you want to fix. Built for leaders reviewing they already hold the ISO 19770 playbook: the implementation guide, the roadmap and the working files, so repeating any of that is worthless. What is missing is the layer after implementation. How to assess the function honestly, what evidence to retain, how to score maturity, and how to put the result in front of a manager, an auditor or a client who was not involved. The immediate question: for one month of ISO 19770 work, can you show what was measured, against what target, and what changed as a result.

$199 one-time
30-day money-back guarantee Verified against latest insights, updated access provided within 24h

Each order is checked and updated against the latest insights before delivery. That is why access takes up to 24 hours rather than being instant.

What you walk out with
A scored, ranked picture of your own function, and a defensible answer to what to fix first.
1 You stop guessing where you stand.
You finish with a score, not an opinion: every part of your function rated red, amber or green, with the weakest ranked first. Evidence: a Quick Scan for the shape of it, then seven domain assessments of 30 scored questions each, 210 in all, rolled into one scorecard, plus a maturity radar and a current-versus-target gap analysis.
2 You can defend the decision.
You walk into the budget round with the gap named, the owner named and done defined, instead of a case built on instinct. Evidence: project charter, scope statement, RACI, requirements traceability and work breakdown structure, pre-filled in your domain's language.
3 The work actually moves.
The month after the decision is already built, so nothing stalls waiting for someone to design a form. Evidence: more than 60 project templates across all five PMBOK process groups, plus runbooks, SOPs, a KPI framework, audit checklists and a risk matrix. 55 to 65 files in total.
4 You use it the day it lands.
No blank templates to interpret. Every workbook opens with what it is, who uses it, when, how, a 1 to 5 scoring guide, what good looks like, and a worked example you delete and type over.
The Quick Scan is one sitting. You will know your weakest area before the day is out.
Nothing in it is generic project management: the build rejects any file that could belong to another course. Updated after you enrol, so it reflects where the work stands now. The 144-chapter course is included behind it, for the parts you want to go deeper on.
You’ve followed the playbook. Now someone asks: 'How do we know it’s working?'

The situation this is built for

You already have the implementation guides, the roadmap, and the working files. But when a manager, auditor, or client asks for proof of effectiveness, you’re left scrambling. You need a structured way to assess what’s working, retain defensible evidence, score maturity objectively, and report outcomes clearly—all without repeating implementation basics. The pressure isn’t to do the work again. It’s to prove it was done well.

Who this is for

The practitioner who owns the ISO 19770 software asset management function, has completed implementation assets, and now must demonstrate effectiveness to others.

Who this is not for

People looking for implementation templates, foundational training on ISO 19770, or vendor product comparisons.

What you walk away with

  • Score the maturity of your software asset management function using ISO 19770 criteria
  • Identify and retain only the evidence that matters to auditors and stakeholders
  • Produce a defensible assessment report from one month of operational activity
  • Align internal reviews with external audit expectations for ISO 19770 compliance
  • Turn routine software inventory and compliance tasks into measurable outcomes

How this maps to your situation

  • You’ve implemented ISO 19770 and need to prove it.
  • You’re preparing for an audit or client review.
  • You must report maturity to management quarterly.
  • You’re building a long-term SAM assurance function.

Before vs. after

Before
You have implemented ISO 19770 controls but lack a structured way to assess, evidence, and report their effectiveness to others.
After
You can independently assess your software asset management function, retain auditable evidence, score maturity, and produce reports that satisfy managers, auditors, and clients.

What's included with your purchase

  • 12 modules with 12 chapters each (144 chapters)
  • Downloadable templates and worked examples for every module
  • Hand-built implementation playbook delivered alongside course access
  • 30-day money-back guarantee

Delivery and format

  • Course and learning environment access provisioned within 24 hours of purchase
  • Hand-built implementation playbook delivered alongside course access

Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access.

Time investment: Approximately 20 hours of focused work over 4 to 6 weeks, including completion of templates and evidence mapping exercises.

If nothing changes
Without a formal assessment and evidence strategy, your ISO 19770 implementation remains unproven. Auditors may reject your controls, clients may lose confidence, and leadership may defund the function due to lack of measurable impact.

How this compares to the alternatives

Unlike generic compliance courses or vendor-led implementations, this course focuses exclusively on post-implementation assessment—what to measure, how to score, what to keep, and how to report—using only the assets you already hold.

Also included: the full course, for when you want the reasoning behind a finding (12 modules, 144 chapters)

Depth reference. The diagnostic and the templates stand on their own; this is what to read when you want the reasoning behind a finding.

Module 1. Foundations of ISO 19770 Assessment
Establish the core principles of assessing, not implementing, the software asset management function.
12 chapters in this module
  1. Defining assessment versus implementation in software asset management
  2. Understanding the role of evidence in ISO 19770 compliance
  3. Mapping existing controls to measurable outcomes
  4. Identifying key stakeholders and their evidence needs
  5. Differentiating maturity models used in practice
  6. Setting boundaries for scope and review frequency
  7. Recognizing common assessment pitfalls in SAM functions
  8. Using ISO 19770-1 to frame objective scoring
  9. Documenting the purpose of each assessment cycle
  10. Aligning assessment goals with organizational risk appetite
  11. Establishing ownership of evidence retention processes
  12. Creating a baseline for comparative maturity scoring
Module 2. Evidence Framework Design
Build a targeted evidence strategy that supports audit readiness and internal reporting.
12 chapters in this module
  1. Selecting evidence types that satisfy auditor requirements
  2. Designing a retention schedule for compliance artifacts
  3. Classifying evidence by control category and risk level
  4. Linking evidence to specific clauses in ISO 19770-1
  5. Using metadata to streamline evidence retrieval
  6. Avoiding over-collection of redundant documentation
  7. Creating evidence trails for software reconciliation
  8. Documenting decision logs for audit transparency
  9. Standardizing evidence naming and storage conventions
  10. Integrating evidence workflows with existing tools
  11. Validating evidence completeness before review cycles
  12. Using time-stamped records to prove consistency
Module 3. Maturity Scoring Methodology
Apply a repeatable scoring system to evaluate the strength and consistency of controls.
12 chapters in this module
  1. Adapting the ISO 19770 maturity model to your context
  2. Defining scoring criteria for policy enforcement
  3. Evaluating completeness of software identification processes
  4. Scoring accuracy of license position calculations
  5. Measuring frequency and reliability of data updates
  6. Assessing integration between discovery and entitlements
  7. Rating documentation quality across SAM processes
  8. Scoring stakeholder engagement in compliance reviews
  9. Evaluating exception handling and remediation tracking
  10. Measuring consistency of process execution over time
  11. Using weighted scoring for high-risk control areas
  12. Benchmarking scores across departments or subsidiaries
Module 4. Internal Review Meetings
Structure and lead effective reviews that generate actionable insights.
12 chapters in this module
  1. Scheduling review cadence based on risk exposure
  2. Preparing pre-meeting evidence packets for reviewers
  3. Facilitating cross-functional SAM review discussions
  4. Documenting findings and action items from meetings
  5. Assigning ownership for remediation tasks
  6. Tracking progress on outstanding control gaps
  7. Using meeting minutes to support audit defense
  8. Incorporating legal and procurement input into reviews
  9. Escalating unresolved issues to senior management
  10. Aligning review outcomes with financial reporting
  11. Maintaining a register of control exceptions
  12. Reviewing evidence sufficiency before external audits
Module 5. Audit Readiness Preparation
Ensure your function can withstand internal or external scrutiny.
12 chapters in this module
  1. Anticipating auditor questions about SAM controls
  2. Preparing evidence dossiers for compliance checks
  3. Simulating audit walkthroughs with internal teams
  4. Validating completeness of software inventory data
  5. Confirming alignment between contracts and usage
  6. Testing traceability from discovery to entitlements
  7. Responding to auditor requests without over-disclosing
  8. Maintaining chain of custody for key records
  9. Preparing statements of compliance for external parties
  10. Documenting compensating controls for gaps
  11. Using prior audit findings to improve readiness
  12. Creating a single source of truth for auditors
Module 6. Reporting to Management
Translate technical compliance data into executive insights.
12 chapters in this module
  1. Summarizing maturity scores for leadership review
  2. Translating SAM metrics into business risk terms
  3. Highlighting cost avoidance from compliance efforts
  4. Presenting trends in license position accuracy
  5. Demonstrating return on SAM function investment
  6. Using dashboards to show control effectiveness
  7. Reporting on audit exposure reduction over time
  8. Communicating SAM achievements without jargon
  9. Aligning SAM outcomes with ESG reporting goals
  10. Including SAM in enterprise risk management briefings
  11. Measuring reduction in manual intervention needs
  12. Tying SAM performance to procurement decisions
Module 7. Client and Third-Party Reporting
Deliver defensible compliance reports to external parties.
12 chapters in this module
  1. Structuring client-facing SAM compliance statements
  2. Redacting sensitive data while preserving credibility
  3. Using standardized templates for consistency
  4. Verifying third-party audit requirements in advance
  5. Preparing for on-site evidence demonstrations
  6. Responding to client questionnaires accurately
  7. Maintaining version control of shared reports
  8. Documenting scope limitations in disclosures
  9. Using independent validation to strengthen claims
  10. Handling requests for real-time data access
  11. Establishing service level agreements for reporting
  12. Archiving client-specific evidence packages
Module 8. Continuous Assessment Cycles
Embed assessment into ongoing operations, not one-off projects.
12 chapters in this module
  1. Scheduling recurring maturity evaluations
  2. Automating evidence collection where possible
  3. Integrating assessment tasks into operational roles
  4. Updating scoring criteria as environments change
  5. Reviewing evidence retention policies annually
  6. Incorporating feedback from audit findings
  7. Adjusting control focus based on risk trends
  8. Tracking improvements in data accuracy over time
  9. Measuring reduction in manual reconciliation effort
  10. Using trend analysis to predict future gaps
  11. Aligning assessment cycles with fiscal reporting
  12. Evaluating tooling effectiveness through usage data
Module 9. Evidence from Software Discovery
Leverage discovery data as primary evidence for compliance.
12 chapters in this module
  1. Validating accuracy of software identification results
  2. Assessing frequency and coverage of discovery scans
  3. Linking discovery logs to inventory reconciliation
  4. Using fingerprinting consistency as a control metric
  5. Measuring time to detect new software instances
  6. Evaluating agent coverage across device types
  7. Scoring reliability of version and edition data
  8. Documenting discovery tool configuration settings
  9. Tracking changes in discovery coverage over time
  10. Correlating discovery data with procurement records
  11. Using scan logs to prove data freshness
  12. Auditing discovery tool access and change logs
Module 10. Evidence from License Management
Demonstrate control over software entitlements and obligations.
12 chapters in this module
  1. Verifying completeness of license repository records
  2. Assessing accuracy of license position reports
  3. Tracking changes to contractual terms over time
  4. Documenting license metric interpretations
  5. Validating rights to use across deployment models
  6. Scoring consistency of license reconciliation
  7. Using purchase orders to support entitlement claims
  8. Maintaining records of license transfers and reharvesting
  9. Evaluating compliance with true-up obligations
  10. Demonstrating adherence to license exceptions
  11. Auditing access to license management systems
  12. Linking entitlement data to financial audits
Module 11. Evidence from Process Execution
Capture proof that policies are followed consistently.
12 chapters in this module
  1. Documenting approval workflows for software requests
  2. Auditing change requests in SAM systems
  3. Reviewing exception approvals for compliance risk
  4. Tracking remediation of non-compliant findings
  5. Measuring adherence to software standardization policies
  6. Using training records to prove awareness
  7. Evaluating frequency of policy updates
  8. Scoring consistency of decommissioning processes
  9. Monitoring compliance with procurement gateways
  10. Auditing access to privileged SAM functions
  11. Reviewing incident logs related to SAM controls
  12. Measuring response time to compliance alerts
Module 12. Synthesis and Final Reporting
Combine evidence, scores, and narratives into a single defensible report.
12 chapters in this module
  1. Aggregating maturity scores across control domains
  2. Writing executive summaries for non-technical readers
  3. Combining discovery, entitlement, and process evidence
  4. Creating visual timelines of compliance improvements
  5. Using before-and-after comparisons to show progress
  6. Including scoring methodology in appendices
  7. Referencing ISO 19770 clauses in report footnotes
  8. Attaching evidence location indexes for auditors
  9. Stating limitations and scope exclusions transparently
  10. Obtaining sign-off from responsible stakeholders
  11. Archiving final reports with access controls
  12. Preparing summary decks for board-level reviews

Frequently asked

Who is this course for?
Practitioners who have completed ISO 19770 implementation and now need to assess, evidence, and report on the function’s maturity and impact.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Do I need new tools or software to complete this?
No. The course works with the ISO 19770 assets you already have, including policies, playbooks, and working files.
Will this help me pass an audit?
Yes. It teaches you how to prepare evidence dossiers, score control maturity, and respond to auditor requests confidently.
Is this about ISO 19770-1, -2, or -3?
The course centers on ISO 19770-1 for organizational control, with evidence practices aligned to -2 and -3 where applicable.
Can I use this for internal reporting?
Yes. Modules include templates and methods for management reporting, internal reviews, and client disclosures.
What if my environment is highly regulated?
The evidence and scoring frameworks are designed to meet strict regulatory and audit standards.
How much time does each module take?
Each module requires about 90 minutes to complete, including exercises and template use.
Is there a certificate upon completion?
Yes. A certificate of completion is issued after finishing all 12 modules.
Can teams take this course together?
Yes. Group enrollment is available for organizations building internal SAM assessment capability.
What if this isn’t what I expected?
We offer a 30-day money-back guarantee if the course doesn’t meet your needs.
What formats do the templates come in?
The implementation playbook downloads as PDF and editable XLSX. The course reads in your learning environment and exports to PDF for offline use. The files are yours to keep.
Can I share this with my team?
The licence is per person. Team pricing opens from three seats: reply to the order confirmation with TEAM and we will set it up.
How quickly can I start?
The diagnostic is one sitting and the templates work straight out of the kit. Account access takes up to 24 hours rather than being instant, because every order is checked and updated against the latest sources before it is delivered.
$199 one-time. Approximately 20 hours of focused work over 4 to 6 weeks, including completion of templates and evidence mapping exercises..

Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.

30-day money-back guarantee·Know your weakest area today·210 scored questions·Course included· Account access within 24 hours
30-day money-back guarantee, no questions asked.
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