A tailored course, built for your situation
Mastering SOC 2 for Project Controls Strategy Leaders
Build deep command of compliance frameworks that underpin digital trust and control integrity
$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.
Fragments of compliance knowledge slow down control ownership and dilute audit readiness
The situation this course is for
Teams rely on patchwork understanding of SOC 2, leading to inconsistent control mapping, delayed sign-offs, and reactive audit responses. Even senior practitioners lack a unified framework to guide decisions.
Who this is for
Senior project controls strategist guiding digital transformation in a regulated, asset-intensive environment
Who this is not for
This is not for junior coordinators, auditors-in-training, or those outside control architecture roles
What you walk away with
- Map SOC 2 trust principles directly to project control workflows
- Design control assertions with precision, aligned to Type I and Type II requirements
- Navigate AICPA criteria with confidence, cold
- Produce audit-ready documentation on first pass
- Lead cross-functional teams with structured control ownership
The 12 modules (with all 144 chapters)
Module 1. Introduction to SOC 2 and Project Controls Context
Establish the role of SOC 2 in digital project controls environments, focusing on Trust Services Criteria relevance to capital program delivery.
12 chapters in this module
- What SOC 2 is
- Why it matters for project controls
- Types of SOC reports
- Project Controls overlap
- Control lifecycle basics
- AICPA’s role
- Framework scope
- Trust Services Criteria intro
- Control design vs audit
- Compliance timing
- Digital strategy alignment
- Case: Potash program
Module 2. Security Principle and Control Mapping
Dive into Common Criteria the current cycle-C, mapping access controls, system monitoring, and incident response to project controls systems.
12 chapters in this module
- CC2017-C defined
- Access governance
- User provisioning
- Role-based controls
- System logs
- Monitoring workflows
- Incident detection
- Response playbooks
- Control ownership
- Audit trails
- Integration points
- Risk tiering
Module 3. Availability and Operational Continuity
Align project controls systems with availability commitments, including uptime SLAs and disaster recovery planning.
12 chapters in this module
- Uptime definitions
- System reliability
- DR planning
- Failover testing
- Recovery objectives
- Monitoring tools
- Change control
- Capacity planning
- Vendor dependencies
- Service agreements
- Third-party assurance
- Reporting uptime
Module 4. Processing Integrity in Project Data Flows
Ensure accuracy and completeness of project data transfers within compliance boundaries.
12 chapters in this module
- Data integrity definition
- Validation rules
- Input accuracy
- Error handling
- Monitoring alerts
- Data lineage
- Control checkpoints
- Exception reporting
- Automated reconciliations
- System integration
- Audit trail depth
- Reprocessing logic
Module 5. Confidentiality of Project-Controlled Information
Classify and protect sensitive project data under confidentiality obligations.
12 chapters in this module
- Data classification
- Encryption in transit
- Encryption at rest
- Access tiers
- NDAs and compliance
- Data retention
- Sharing policies
- Vendor agreements
- Training evidence
- Audit scope
- Review cycles
- Breach protocol
Module 6. Privacy and Data Handling in Project Systems
Apply privacy principles to personal data collected or processed through project tools.
12 chapters in this module
- PII identification
- Notice and consent
- Data subject rights
- Retention limits
- Access control
- Anonymization methods
- Vendor privacy
- Third-party audits
- Privacy by design
- Breach notification
- Compliance proof
- Audit trail
Module 7. Control Design and Implementation Planning
Translate SOC 2 requirements into actionable control plans across digital project controls.
12 chapters in this module
- Control scoping
- Ownership assignment
- Design documentation
- Implementation timeline
- Stakeholder alignment
- Tool integration
- Change management
- Risk alignment
- Resource planning
- Testing schedule
- Documentation workflow
- Sign-off process
Module 8. Audit Preparation and Evidence Collection
Prepare for SOC 2 audits with structured evidence packs and process walkthroughs.
12 chapters in this module
- Audit timeline
- Evidence types
- Document templates
- Walkthrough prep
- Interview readiness
- Evidence storage
- Version control
- Sampling strategy
- Control testing
- Deficiency tracking
- Remediation planning
- Final review
Module 9. Reporting and Stakeholder Communication
Produce clear, executive-ready SOC 2 reports and update stakeholders confidently.
12 chapters in this module
- Report structure
- Executive summary
- Control description
- Findings explanation
- Management response
- Distribution rules
- Confidentiality handling
- Stakeholder Q&A
- Board-level summary
- Internal comms
- Vendor sharing
- Renewal planning
Module 10. Continuous Monitoring and Control Operations
Maintain SOC 2 compliance through automated checks and ongoing team accountability.
12 chapters in this module
- Monitoring cadence
- Automated alerts
- Control testing
- User access reviews
- Log reviews
- Incident follow-up
- Change control
- Audit trail review
- Control KPIs
- Performance dashboards
- Remediation tracking
- Quarterly reviews
Module 11. Vendor Management and Third-Party Risk
Extend SOC 2 compliance to vendors and subcontractors in project delivery chains.
12 chapters in this module
- Vendor risk tiers
- Due diligence process
- SOC 2 reports review
- Contractual terms
- Audit rights
- Subservice organizations
- Downstream compliance
- Attestation tracking
- Performance monitoring
- Risk escalation
- Exit planning
- Vendor offboarding
Module 12. Mastery Synthesis and Real-World Application
Apply all five Trust Services Criteria to a real-world project controls scenario.
12 chapters in this module
- Integrated case study
- Control mapping
- Evidence walkthrough
- Audit simulation
- Stakeholder comms
- Reporting final
- Deficiency response
- Lessons learned
- Playbook update
- Team training
- Future state
- Mastery checklist
How this maps to your situation
- Designing digital controls for a major capital project
- Preparing for third-party audit of control environment
- Onboarding new vendor with SOC 2 dependencies
- Reporting control maturity to senior leadership
Before vs. after
Before
Navigating SOC 2 with fragmented knowledge and reactive processes
After
Leading with full command of the framework, producing audit-ready outputs proactively
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 4 hours per module, designed for self-paced learning over 6-8 weeks.
If nothing changes
Without structured mastery, teams default to ad-hoc compliance, increasing audit risk and slowing digital control deployment.
How this compares to the alternatives
Generic compliance courses lack depth in project controls context. This course is tailored for digital strategy leaders who must own SOC 2 end to end.
Frequently asked
Who is this course for?
Senior project controls and digital strategy professionals leading compliance integration in capital programs.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Do I get templates?
Yes, downloadable control maps, audit packs, and implementation playbooks are included.
$199 one-time. Approximately 4 hours per module, designed for self-paced learning over 6-8 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