A tailored course, built for your situation
Mastering SOC 2 for Executive Support Roles
The definitive path to owning compliance coordination from the assistant level up
$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.
Who this is for
Executive-level support staff in regulated, compliance-heavy environments who coordinate audits without formal ownership of the process
Who this is not for
Senior auditors, compliance managers with direct control over frameworks, or IT security leads responsible for control implementation
What you walk away with
- Own the end-to-end scheduling and documentation prep for SOC 2 audits
- Initiate evidence collection requests directly to department leads
- Produce auditor-ready briefing packets without escalation
- Adjust evidence timelines based on internal availability without approval
- Finalize compliance calendar blocks and hold teams accountable
The 12 modules (with all 144 chapters)
Module 1. Understanding SOC 2's Trust Service Criteria
Build fluency in the five SOC 2 categories: security, availability, processing integrity, confidentiality, and privacy.
12 chapters in this module
- What SOC 2 evaluates
- Difference between Type I and Type II
- The auditor's evidence checklist
- Key roles in a SOC 2 engagement
- How control objectives map to documents
- Evidence types by category
- Common gaps in preparation
- Executive support's role in evidence flow
- Timeline expectations for each phase
- Calendar blocking best practices
- Working with compliance leads
- Building your audit prep tracker
Module 2. Mapping Executive Calendars to Audit Cycles
Align leadership availability with evidence collection windows and auditor requests.
12 chapters in this module
- Identifying audit-critical leaders
- Pre-audit availability sweeps
- Time blocking for control walkthroughs
- Buffer scheduling for delays
- Tracking commitment status
- Escalation protocols for conflicts
- Documenting attendance commitments
- Syncing with compliance leads
- Managing reschedules
- Auditor session prep packets
- Follow-up task tracking
- Closing availability gaps
Module 3. Evidence Collection Workflow Design
Create and own a repeatable process for gathering documentation from department owners.
12 chapters in this module
- Defining evidence due dates
- Assigning department contacts
- Building evidence request templates
- Tracking submission status
- Chasing overdue items
- Validating document completeness
- Routing to compliance
- Logging clarifications
- Version control for evidence
- Secure file transfer protocols
- Building evidence logs
- Closing collection cycles
Module 4. Executive Briefing Packet Assembly
Design and produce concise, status-forward briefings for leaders ahead of audit touchpoints.
12 chapters in this module
- What executives need to know
- Highlighting action items
- Summarizing control status
- Flagging upcoming requests
- Formatting for quick review
- Including compliance context
- Versioning briefings
- Tracking approvals
- Building briefing templates
- Managing distribution lists
- Collecting feedback
- Updating packets post-call
Module 5. Auditor Engagement Coordination
Own the logistics and documentation flow for auditor interactions.
12 chapters in this module
- Scheduling introductory calls
- Building auditor onboarding packets
- Setting up access calendars
- Collecting auditor questions
- Routing to subject matter experts
- Tracking response timelines
- Compiling responses
- Validating completeness
- Finalizing response packets
- Confirming closure with auditors
- Logging follow-ups
- Updating the master tracker
Module 6. Compliance Calendar Architecture
Build and maintain a dynamic calendar that aligns evidence, reviews, and deadlines.
12 chapters in this module
- Identifying fixed audit dates
- Mapping control review windows
- Blocking evidence due dates
- Including department lead reviews
- Adding compliance team checkpoints
- Integrating travel schedules
- Building buffer periods
- Color-coding by status
- Sharing with stakeholders
- Updating in real time
- Versioning the calendar
- Exporting timelines
Module 7. Document Naming and Version Control
Implement a consistent naming and version system for audit-ready documentation.
12 chapters in this module
- Standardizing file names
- Including control references
- Version labeling conventions
- Indicating review status
- Storing drafts vs final
- Access permissions setup
- Folder architecture design
- Sharing protocols
- Audit trail requirements
- Logging changes
- Retrieving prior versions
- Closing document cycles
Module 8. Cross-Department Liaison Protocols
Establish clear communication channels with department owners for evidence requests.
12 chapters in this module
- Identifying primary contacts
- Setting response SLAs
- Building contact lists
- Tracking handoffs
- Managing escalations
- Clarifying requirements
- Confirming understanding
- Logging communications
- Using status updates
- Recognizing bottlenecks
- Suggesting improvements
- Closing liaison loops
Module 9. Control Mapping Awareness
Understand how technical controls map to SOC 2 requirements without owning implementation.
12 chapters in this module
- Overview of control types
- Security vs confidentiality controls
- Availability monitoring examples
- Processing integrity checks
- Privacy-related controls
- Evidence linked to controls
- Control ownership chart
- Reading control summaries
- Understanding thresholds
- Tracking control status
- Flagging control gaps
- Updating compliance leads
Module 10. Audit Timeline Ownership
Own the sequencing of evidence collection, review, and submission without requiring oversight.
12 chapters in this module
- Building phase-based timelines
- Setting internal deadlines
- Tracking progress weekly
- Flagging delays early
- Adjusting for team bandwidth
- Communicating shifts
- Updating stakeholders
- Validating closure
- Documenting assumptions
- Archiving completed phases
- Reporting status upward
- Finalizing timeline records
Module 11. Executive Visibility Management
Ensure leadership is informed and aligned without overstepping.
12 chapters in this module
- Determining update frequency
- Crafting concise summaries
- Highlighting risks and wins
- Using standardized formats
- Scheduling check-in points
- Collecting feedback
- Logging decisions made
- Updating trackers
- Archiving updates
- Building trust through consistency
- Adjusting tone by audience
- Closing update cycles
Module 12. Post-Audit Follow-Up Execution
Manage the closure phase, including documentation archiving and lessons learned.
12 chapters in this module
- Collecting final auditor feedback
- Building closure reports
- Archiving evidence sets
- Updating compliance records
- Documenting timeline performance
- Noting process improvements
- Sharing insights with leads
- Updating templates
- Recognizing contributor efforts
- Planning for next cycle
- Handing off long-term updates
- Closing the audit file
How this maps to your situation
- Preparing for an upcoming SOC 2 audit
- Coordinating evidence across departments
- Managing executive availability for audit reviews
- Building internal credibility as a compliance enabler
Before vs. after
Before
Reliant on others to define timelines and evidence needs, often reacting to last-minute requests.
After
Proactively owns the SOC 2 support cycle, directing evidence collection and scheduling with full confidence.
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 be completed alongside regular responsibilities.
How this compares to the alternatives
Unlike generic compliance courses, this program is built specifically for executive support staff who are central to audit execution but lack formal ownership, giving you documented authority over process without requiring a title change.
Frequently asked
Who is this course for?
Executive Assistants and support staff who coordinate compliance activities, especially SOC 2 audits, without direct control over the framework.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will I gain actual decision authority?
Yes, you'll learn to own evidence scheduling, collection, and briefing workflows, making final decisions on timeline and format without escalation.
$199 one-time. Approximately 3-4 hours per module, designed to be completed alongside regular responsibilities..
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