A tailored course, built for your situation
Influence Across More Business Units with SOC 2
Expand your reach as a Project Manager by leading cross-functional compliance initiatives others can’t coordinate
$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.
Limited visibility beyond your immediate project scope restricts your ability to shape organization-wide compliance outcomes
The situation this course is for
Compliance efforts too often stall at the boundaries between teams. Without a unifying leader who speaks both project delivery and control assurance, initiatives fragment, timelines stretch, and executive confidence dips.
Who this is for
Senior Project Manager in a technical environment managing cross-functional deliverables with compliance implications
Who this is not for
Entry-level coordinators, auditors focused only on checklist validation, or specialists who don't interface across departments
What you walk away with
- Lead end-to-end SOC 2 readiness initiatives involving multiple business units
- Build standardized control documentation that persists across audit cycles
- Anticipate control dependencies early in project planning to avoid last-minute escalations
- Position yourself as the internal reference for compliance coordination across engineering and operations
- Reduce external consultant reliance by owning the control mapping process
The 12 modules (with all 144 chapters)
Module 1. Mapping SOC 2 Criteria to Project Milestones
Align control objectives with existing project timelines to avoid rework and double-handling.
12 chapters in this module
- Defining Type I vs Type II scope boundaries
- Identifying trust principle alignment early
- Linking project phases to criteria coverage
- Control ownership assignment matrix
- Stakeholder onboarding for non-security teams
- Documenting design intent clearly
- Versioning control for artefacts
- Integrating compliance into kickoffs
- Milestone-based evidence checkpoints
- Risk-rating control dependencies
- Translating technical work into audit language
- Building cross-functional RACI models
Module 2. Building Reusable Control Packages
Create durable, adaptable documentation sets that survive team changes and audit cycles.
12 chapters in this module
- Template structure for policies and procedures
- Embedding role-specific examples
- Version control without complexity
- Mapping controls to NIST 800-53 where relevant
- Creating evidence checklists
- Designing self-service onboarding for teams
- Documenting compensating controls clearly
- Maintaining consistency across departments
- Updating control packages efficiently
- Avoiding over-documentation traps
- Standardizing language across units
- Archiving retired control versions
Module 3. Cross-Functional Evidence Collection
Coordinate input from dispersed teams without becoming a bottleneck.
12 chapters in this module
- Identifying evidence owners upfront
- Setting clear evidence specifications
- Using Jira for audit tracking
- Integrating with ServiceNow workflows
- Scheduling evidence deadlines
- Validating completeness early
- Reducing follow-up burden
- Automating collection reminders
- Handling exceptions transparently
- Building audit-ready evidence trails
- Centralizing artefact storage
- Maintaining chain of custody
Module 4. Leading the Readiness Assessment
Own the pre-audit process and position your team as prepared, not reactive.
12 chapters in this module
- Defining internal review roles
- Staging readiness workshops
- Running tabletop exercises
- Assigning gap remediation owners
- Tracking remediation deadlines
- Documenting mitigation plans
- Preparing executive summaries
- Simulating auditor Q&A
- Validating control operation
- Generating pre-submission reports
- Building confidence in findings
- Closing readiness loops
Module 5. Aligning Security and Engineering Teams
Bridge communication gaps between technical execution and compliance requirements.
12 chapters in this module
- Translating control needs into tickets
- Working with dev teams on config standards
- Mapping code reviews to access controls
- Documenting change management process
- Ensuring environment segregation
- Validating backup and restore procedures
- Integrating security testing into sprints
- Tracking cloud configuration drift
- Auditing admin access patterns
- Reporting on incident response readiness
- Documenting DR failover tests
- Aligning with Azure security policies
Module 6. Managing Third-Party Risk Through SOC 2
Extend compliance influence to vendor management and supply chain assurance.
12 chapters in this module
- Assessing vendor SOC 2 reports
- Identifying subservice organizations
- Drafting vendor attestation requests
- Mapping vendor controls to your framework
- Tracking downstream compliance
- Managing shared responsibility models
- Documenting cloud provider assurances
- Evaluating SaaS compliance posture
- Building vendor review checklists
- Escalating gaps to procurement
- Maintaining vendor documentation
- Updating risk registers quarterly
Module 7. Writing Audit-Facing Narratives
Craft clear, confident responses that anticipate auditor follow-ups.
12 chapters in this module
- Structuring narrative flow
- Opening with control intent
- Linking evidence to test steps
- Avoiding overstatement
- Addressing edge cases proactively
- Using consistent terminology
- Highlighting automation advantages
- Explaining compensating controls
- Referring to documented procedures
- Maintaining version consistency
- Signing off with confidence
- Preparing for follow-up questions
Module 8. Operating Controls Over Time
Ensure controls remain effective beyond the audit cycle.
12 chapters in this module
- Scheduling ongoing monitoring
- Assigning control owners
- Documenting test frequency
- Tracking control drift
- Updating controls for changes
- Managing turnover impact
- Running quarterly self-assessments
- Reporting on control health
- Alerting on exceptions
- Integrating with ticketing systems
- Maintaining attestation logs
- Archiving historical performance
Module 9. Scaling Compliance Across Regions
Adapt SOC 2 practices for global operations with regional variations.
12 chapters in this module
- Identifying regional regulatory overlap
- Mapping controls to local laws
- Managing time-zone challenges
- Documenting regional differences
- Standardizing where possible
- Adapting evidence collection
- Building regional champions
- Creating localization playbooks
- Translating policies accurately
- Coordinating global audits
- Reporting to central leadership
- Maintaining global consistency
Module 10. Integrating with Executive Reporting
Surface compliance status to leadership without oversimplifying.
12 chapters in this module
- Defining executive KPIs
- Creating summary dashboards
- Reporting on control coverage
- Highlighting risk trends
- Linking to business objectives
- Avoiding jargon in summaries
- Updating leadership regularly
- Preparing for leadership Q&A
- Connecting compliance to strategy
- Measuring program maturity
- Benchmarking against peers
- Demonstrating ROI of controls
Module 11. Leveraging Automation Tools
Use technology to reduce manual effort and increase reliability.
12 chapters in this module
- Evaluating compliance automation platforms
- Integrating with AWS configuration
- Using Azure Monitor for logging
- Automating evidence capture
- Alerting on policy violations
- Scheduling control checks
- Integrating with GCP audit logs
- Using Power BI for dashboards
- Syncing with Tableau reports
- Building automated workflows
- Reducing human error
- Scaling across environments
Module 12. Sustaining the Program Long-Term
Embed compliance into organizational culture and planning.
12 chapters in this module
- Onboarding new team members
- Updating training materials
- Refreshing control documentation
- Adapting to new regulations
- Incorporating lessons learned
- Sharing best practices
- Celebrating compliance wins
- Building internal credibility
- Positioning for advancement
- Mentoring junior staff
- Defining success metrics
- Future-proofing control design
How this maps to your situation
- Leading a company-wide SOC 2 initiative
- Coordinating evidence across technical and business teams
- Reducing reliance on external consultants
- Advancing internal influence beyond project scope
Before vs. after
Before
Compliance coordination feels fragmented, dependent on external parties, and limited to audit season.
After
You lead integrated, year-round compliance efforts that unify teams and amplify your influence across departments.
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 hours per week for 6 weeks to complete all modules and apply templates.
If nothing changes
Without structured fluency in SOC 2, you’ll remain reliant on specialists to bridge gaps, missing opportunities to lead organization-wide initiatives and expand your sphere of impact.
How this compares to the alternatives
Unlike generic compliance courses, this program is tailored to project managers in technical environments, focusing on cross-functional leadership, reusable artefacts, and practical control implementation , not just theory.
Frequently asked
Who is this course designed for?
Senior Project Managers in technical or engineering environments who lead initiatives with compliance implications and want to expand their organizational reach.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me lead audits without consultants?
Yes , you'll learn to build, maintain, and justify control packages so your team can operate independently of external advisors.
$199 one-time. Approximately 3 hours per week for 6 weeks to complete all modules and apply templates..
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