A tailored course, built for your situation
Become the Go To Practitioner for SOC 2 Excellence
Position yourself as the internal authority on SOC 2 compliance everyone relies on
$199 one-time
24-hour access provisioning
30-day money-back guarantee
Hand-built implementation playbook
12 modules. 12 chapters per module. 144 chapters total.
12 modules, each with 12 chapters (144 chapters total), text-based, plus downloadable templates and a hand-built implementation playbook delivered alongside course access.
Feeling like just another reviewer in the SOC 2 process?
The situation this course is for
Most practitioners get pulled into SOC 2 work reactively, responding to requests, filling gaps, and deferring to external auditors. The result? Months of rework, missed influence opportunities, and zero visibility beyond the compliance cycle.
Who this is for
Senior IT leader in a global services firm who leads compliance-adjacent delivery but isn't formally recognized as the go-to expert on SOC 2
Who this is not for
Entry-level auditors, external consultants selling SOC 2 services, or those looking for a high-level overview of compliance trends
What you walk away with
- Lead SOC 2 scoping discussions with clear control ownership and boundary definitions
- Produce audit-ready documentation that reduces revision cycles by 60-80%
- Be named first when new compliance initiatives launch across teams
- Answer peer and client questions with framework-backed confidence
- Own the narrative from assessment through reporting without relying on third parties
The 12 modules (with all 144 chapters)
Module 1. Defining Your Role in SOC 2 Ownership
Establish clarity on what you control, influence, and delegate in a SOC 2 engagement. Build confidence as a primary owner, not just a participant.
12 chapters in this module
- Your position in the control lifecycle
- Mapping team boundaries clearly
- Defining scope ownership
- Aligning with audit partners
- Setting internal expectations
- Tracking control accountability
- Avoiding scope creep triggers
- Documenting system boundaries
- Clarifying roles RACI
- Internal stakeholder mapping
- Control justification framework
- Versioning control definitions
Module 2. Scoping the Trust Services Criteria Correctly
Avoid overcommitting or missing critical domains. Learn how to apply TSC criteria precisely to your environment.
12 chapters in this module
- Security criterion depth guide
- Availability alignment workflow
- Processing integrity scoping
- Confidentiality control triggers
- Privacy framework links
- TSC overlap resolution
- Boundary testing logic
- Exclusion justification templates
- Risk-based selection method
- Client input handling
- Audit trail preparation
- Evidence sufficiency check
Module 3. Control Mapping That Stays Audit-Ready
Turn policy into working artifacts fast. Build mappings that survive reviewer scrutiny and reduce rework.
12 chapters in this module
- Control to policy linking
- Evidence type selection
- Automation feasibility filter
- Test procedure drafting
- Ownership assignment logic
- Frequency decision tree
- Inheritance validation
- Common control tagging
- Third-party reliance limits
- Change management sync
- Version control basics
- Review cycle triggers
Module 4. Building the Internal Audit Trail
Design documentation workflows that make evidence collection repeatable and audit-resistant.
12 chapters in this module
- Log retention alignment
- Access review frequency
- Change approval tracking
- User provisioning proof
- Incident response logs
- Backup verification records
- Pen test results filing
- Vulnerability scan history
- Policy attestation collection
- Training completion proof
- Segregation of duties reports
- Exception handling logs
Module 5. Stakeholder Alignment Across Teams
Secure buy-in from engineering, security, and operations without friction or delays.
12 chapters in this module
- Cross-team RACI setup
- Control handoff protocols
- Escalation path definition
- Meeting rhythm design
- Status reporting cadence
- Dependency mapping
- Conflict resolution tactics
- Alignment checklist use
- Feedback loop creation
- Priority negotiation method
- Change impact alerts
- Decision logging practice
Module 6. Designing Continuous Monitoring Checks
Shift from point-in-time audits to ongoing assurance that reduces annual stress.
12 chapters in this module
- Automated control checks
- Threshold setting guide
- Alert triage workflow
- Remediation ownership
- False positive handling
- Dashboard design basics
- Sampling strategy
- Trend analysis use
- drift detection
- Control effectiveness scoring
- Monthly review rhythm
- Audit prep trigger logic
Module 7. Responding to Auditor Requests Efficiently
Shorten response cycles with organized workflows and pre-built templates.
12 chapters in this module
- Request intake process
- Triage priority matrix
- Template-based replies
- Evidence packaging method
- QA prep checklist
- Reviewer communication norms
- Timeline negotiation tactics
- Gap response strategy
- Clarification request handling
- Follow-up tracking system
- Revision versioning
- Final approval workflow
Module 8. Managing Third Party Risk in Scope
Extend control confidence beyond your team using proven vendor evaluation methods.
12 chapters in this module
- Vendor inclusion criteria
- Downstream control checks
- Subservice org mapping
- Attestation review method
- SLA alignment check
- Risk tiering system
- Audit right negotiation
- Compliance gap scoring
- Remediation tracking
- Transition planning
- Contract clause integration
- Exit strategy elements
Module 9. Creating the Narrative for Executive Review
Turn technical work into leadership-level updates that reflect your contribution.
12 chapters in this module
- Executive summary framing
- Risk language simplification
- Finding prioritization
- Mitigation clarity
- Timeline realism
- Resource need justification
- Performance metric selection
- Progress visualization
- Stakeholder impact note
- Escalation wording
- Confidence level articulation
- Next steps proposal
Module 10. Owning the Type I and Type II Distinction
Lead discussions about report type selection with confidence and clarity.
12 chapters in this module
- Use case analysis
- Client expectation alignment
- Timeline impact assessment
- Testing depth comparison
- Management assertion drafting
- Design vs operation focus
- Gap remediation window
- Interim testing value
- Cost benefit analysis
- Renewal cycle planning
- Audit partner briefing
- Internal timeline setting
Module 11. Building the Implementation Playbook
Create a reusable guide that scales your expertise across projects and teams.
12 chapters in this module
- Template library creation
- Process documentation
- Checklist development
- Common issue tracking
- Best practice archiving
- Onboarding workflow
- Version control system
- Feedback integration loop
- Improvement backlog
- Cross-project reuse
- Knowledge transfer design
- Maintenance responsibility
Module 12. Establishing Your Go To Status
Position yourself as the default expert others seek out for SOC 2 guidance.
12 chapters in this module
- Internal visibility tactics
- Speaking up in reviews
- Mentorship opportunities
- Content sharing approach
- Cross-functional offers
- Success story documentation
- Peer recognition building
- Leadership visibility
- Expertise signaling
- Reputation tracking
- Feedback solicitation
- Authority reinforcement
How this maps to your situation
- Starting a new SOC 2 engagement
- Responding to audit findings
- Onboarding a new vendor into scope
- Preparing for executive review
Before vs. after
Before
Reactive participant in SOC 2 cycles, dependent on external auditors and last-minute inputs
After
Recognized internal authority who leads scoping, shapes evidence, and drives successful outcomes
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 3-4 hours per module, designed to fit around project delivery cycles.
If nothing changes
Remaining in reactive mode means continued reliance on others to define your role, higher rework, and missed opportunities to be seen as a leader when compliance matters most.
How this compares to the alternatives
Unlike generic compliance courses, this is focused entirely on SOC 2 execution with field-tested methods used by leading practitioners in global services firms.
Frequently asked
Who is this course for?
Senior IT professionals in services firms who lead or influence SOC 2 engagements but want to be recognized as the go-to expert.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
What if I'm not directly responsible for SOC 2 today?
If you're positioned to lead it in the near future or already contribute significantly, this course will elevate your standing and readiness.
$199 one-time. Approximately 3-4 hours per module, designed to fit around project delivery cycles..
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·
144 chapters·
Hand-built playbook included·
Account access within 24 hours