A tailored course, built for your situation
Mastering SOC 2 for Facilities and Inventory Managers
Build recognized expertise in compliance frameworks that align with operational control environments
$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.
Operational leaders often sit outside formal compliance conversations despite owning critical controls.
Who this is for
Facilities and Inventory Managers in regulated environments who own operational controls and want to be included in compliance framework design and audit preparation
Who this is not for
Dedicated auditors, security engineers, or IT compliance specialists already certified in SOC 2 or ISO 27001 who do not manage physical assets or facility operations
What you walk away with
- Recognized ownership of SOC 2-relevant control documentation in audit cycles
- Clear mapping of inventory workflows to Common Criteria (CC6, CC7, CC8, CC9)
- Consistent inclusion in pre-audit planning meetings with compliance teams
- Documentation templates that align physical operations with SOC 2 evidence requirements
- Positioning as the go-to resource for control validation across facilities and compliance functions
The 12 modules (with all 144 chapters)
Module 1. SOC 2 Fundamentals for Operational Roles
Understand the five Trust Service Criteria and how facilities and inventory workflows map to availability, security, and confidentiality requirements.
12 chapters in this module
- Introduction to SOC 2
- Trust Service Criteria overview
- Role of physical operations in SOC 2
- Inventory control as a safeguard
- Facility access and audit trails
- Mapping workflows to CC6
- Mapping workflows to CC7
- Mapping workflows to CC8
- Mapping workflows to CC9
- Common misconceptions
- Audit evidence from operations
- Control design vs. execution
Module 2. Control Ownership Without an IT Title
Establish authority over controls typically assigned to IT by demonstrating operational ownership of key compliance outcomes.
12 chapters in this module
- What is control ownership
- Proving custody of assets
- Inventory logs as compliance records
- Access logs from physical systems
- Linking badge data to SOC 2
- Documenting separation of duties
- Evidence collection cadence
- Standardizing inspection reports
- Timestamping control execution
- Cross-walking to IT systems
- Bridging physical and digital
- Ownership without oversight
Module 3. Documenting Operational Compliance
Create audit-ready documentation that demonstrates consistent application of controls across facilities and reporting periods.
12 chapters in this module
- Control description templates
- Writing for auditors
- Frequency and retention
- Sampling strategies
- Log formatting standards
- Exception reporting
- Review and sign-off trails
- Version control for forms
- Digital vs paper logs
- Storage locations for evidence
- Retention timelines
- Preparing for auditor requests
Module 4. Integrating with Compliance Teams
Position yourself as a compliance partner by speaking the language of auditors and contributing to formal documentation cycles.
12 chapters in this module
- Understanding the auditor mindset
- Common auditor questions
- Pre-call preparation
- Providing evidence efficiently
- Clarifying control scope
- Responding to findings
- Volunteering for walkthroughs
- Aligning with IT policy
- Speaking to IT teams
- Using compliance terminology
- Building trust over cycles
- Becoming a known contributor
Module 5. Mapping Inventory Workflows to CC6
Connect physical inventory processes to the processing integrity criterion through audit-trail design and exception handling.
12 chapters in this module
- What is processing integrity
- Inventory reconciliation cycles
- Error detection methods
- Recount procedures
- Adjustment approvals
- Thresholds for escalation
- Reporting variances
- Root cause documentation
- Cycle count evidence
- System vs physical count
- Reconciliation logs
- Linking to financial reporting
Module 6. Mapping Facility Access to CC7
Turn physical access logs and badge systems into auditable evidence for system access controls.
12 chapters in this module
- Physical access and security
- Badge system integration
- Visitor tracking
- Multi-factor access points
- Access revocation process
- Role-based permissions
- Night audit procedures
- Synchronized time clocks
- Log retention policies
- Reviewing access trails
- Detecting anomalies
- Reporting suspicious activity
Module 7. Securing Inventory Storage Areas
Implement layered security controls that meet SOC 2 confidentiality and availability expectations.
12 chapters in this module
- Zoning sensitive areas
- Surveillance placement
- Intrusion detection systems
- Alarm monitoring
- Controlled entry points
- Key custody protocols
- Dual custody requirements
- Inventory staging protocols
- Environmental safeguards
- Fire suppression systems
- Backup power for storage
- Emergency access procedures
Module 8. Change Management for Physical Assets
Apply formal change control to facility and inventory systems to meet audit expectations.
12 chapters in this module
- What is change management
- Identifying change triggers
- Request documentation
- Approval workflows
- Impact assessment
- Implementation logging
- Post-change review
- Backout procedures
- Communicating changes
- Vendor involvement
- Audit trail requirements
- Annual review of changes
Module 9. Vendor Oversight and Compliance
Extend control expectations to third parties managing inventory or facility operations.
12 chapters in this module
- Defining vendor responsibilities
- SLAs with compliance clauses
- Right-to-audit provisions
- Onsite inspection rights
- Vendor risk assessments
- Cybersecurity questionnaires
- Background checks
- Subcontractor oversight
- Compliance certifications required
- Auditing vendor records
- Escalation paths
- Termination triggers
Module 10. Incident Response for Facilities
Develop response protocols that align with SOC 2 expectations for breach readiness and continuity.
12 chapters in this module
- Defining incidents
- Reporting chain of command
- Initial documentation
- Containment procedures
- Preserving evidence
- Legal hold readiness
- Coordination with IT
- Data breach interface
- Physical breach response
- Inventory theft reporting
- Regulatory reporting
- Post-incident review
Module 11. Pre-Audit Readiness for Operational Teams
Prepare your team and documentation for audit cycles with confidence and clarity.
12 chapters in this module
- Audit schedule awareness
- Internal pre-audit checks
- Mock walkthroughs
- Evidence folder structure
- Common auditor requests
- Team briefing sessions
- Evidence collection plan
- Addressing findings
- Follow-up timing
- Lessons from past audits
- Improvement tracking
- Continuous readiness cycle
Module 12. Sustaining Compliance Across Cycles
Turn compliance into a repeatable, scalable capability that outlives individuals and changes in leadership.
12 chapters in this module
- Knowledge transfer planning
- Documentation standards
- Training new staff
- Control ownership handover
- Retention of records
- Process standardization
- Annual review cadence
- Updating control design
- Adapting to new regulations
- Continuous improvement
- Lessons learned repository
- Long-term ownership model
How this maps to your situation
- When conducting inventory reconciliations
- Before an auditor requests access logs
- After a vendor contract is signed
- When a facility access incident occurs
Before vs. after
Before
Excluded from compliance planning despite owning key controls, reacting to auditor requests
After
Recognized contributor in audit cycles, invited into pre-audit design, seen as compliance authority for physical operations
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 module, with flexible pacing over 4-6 weeks.
If nothing changes
Remaining outside compliance conversations means missed opportunities for recognition and influence, even as your team's controls directly impact audit outcomes.
How this compares to the alternatives
Unlike generic SOC 2 courses focused on IT controls, this program is built specifically for operational leaders who need to bridge physical and compliance worlds with confidence.
Frequently asked
Do I need an IT background to benefit from this course?
No. This course is designed for facilities and inventory professionals who own operational controls but want to participate confidently in SOC 2 discussions.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me pass an audit?
Yes. You'll learn how to document and demonstrate control effectiveness in ways auditors expect, directly from your operational workflows.
$199 one-time. Approximately 3 hours per module, with flexible pacing over 4-6 weeks..
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