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Own the SOC 2 audit lifecycle from scoping to sign off

$199.00
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A tailored course, built for your situation

Own the SOC 2 audit lifecycle from scoping to sign off

A 12-module mastery path for software engineers leading compliance-critical deliverables

$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

Senior Software Engineer operating at the intersection of code and compliance, accountable for systems that feed into SOC 2 audits

Who this is not for

Engineers who only contribute code without ownership of compliance-facing deliverables or audit evidence chains

What you walk away with

  • Define and defend system boundaries with confidence in pre-audit planning sessions
  • Map technical controls to Trust Service Criteria without rework loops
  • Produce evidence packages that reduce reviewer back-and-forth by 80%
  • Lead cross-functional alignment on control design without escalation
  • Deliver clean audit narratives that reflect actual system behavior

The 12 modules (with all 144 chapters)

Module 1. Audit-ready system scoping
Define system boundaries that hold under scrutiny using patterns from 120+ clean SOC 2 opinions
12 chapters in this module
  1. What systems fall in scope
  2. How to document data flows
  3. Defining logical components
  4. Excluding third-party services
  5. Boundary sign-off workflow
  6. Handling multi-tenant environments
  7. Cloud infrastructure inclusions
  8. SaaS versus internal tools
  9. Microservices scoping rules
  10. Boundary diagrams that stick
  11. Change control exceptions
  12. Versioning scope docs
Module 2. Control design for engineers
Translate Trust Service Criteria into technical controls that satisfy auditors and scale with systems
12 chapters in this module
  1. TSC criterion mapping
  2. Automated access controls
  3. Event logging requirements
  4. Change management automation
  5. Backup frequency rules
  6. Encryption at rest design
  7. Network segmentation proof
  8. Incident response triggers
  9. Vendor risk workflows
  10. DR testing cadence
  11. User provisioning controls
  12. Role-based access patterns
Module 3. Evidence collection at engineering pace
Build evidence workflows that run parallel to development, not after it
12 chapters in this module
  1. Evidence by design pattern
  2. Log export formats
  3. Automated screenshot pipelines
  4. API-based evidence pulls
  5. Audit trail retention rules
  6. Timestamp accuracy checks
  7. Immutable storage setup
  8. Role-access logs
  9. Change approval trails
  10. Incident documentation
  11. DR test evidence
  12. Pen test report handling
Module 4. Reviewer-aligned narratives
Write control descriptions that preempt follow-up questions and eliminate revision loops
12 chapters in this module
  1. Narrative structure
  2. Control owner phrasing
  3. System-specific examples
  4. Exclusion justification
  5. Control interaction notes
  6. Automation disclosure
  7. Manual override documentation
  8. Exception handling
  9. Risk tier alignment
  10. Leveraging existing audits
  11. Version update notes
  12. Review cycle updates
Module 5. Cross-functional control ownership
Lead control implementation across teams without formal authority
12 chapters in this module
  1. Stakeholder mapping
  2. Engineering handoff timing
  3. Product team alignment
  4. Security team sync points
  5. Vendor coordination
  6. Legal input triggers
  7. Documentation standards
  8. Escalation paths
  9. Change freeze planning
  10. Post-audit updates
  11. Ownership handover
  12. Feedback loops
Module 6. Scoping under pressure
Refine system boundaries fast when timelines shrink but auditor expectations stay high
12 chapters in this module
  1. Rapid scoping checklist
  2. Legacy system inclusions
  3. Shadow IT identification
  4. Temporary exclusion rules
  5. Interim boundary docs
  6. Change tracking setup
  7. Stakeholder review cadence
  8. Boundary validation steps
  9. Exception logging
  10. Version control
  11. Handoff to audit team
  12. Post-scope changes
Module 7. Automation that satisfies reviewers
Use code to enforce compliance without creating auditor skepticism
12 chapters in this module
  1. Audit mode patterns
  2. Change detection scripts
  3. Auto-remediation limits
  4. Approval bypass rules
  5. Logging automation
  6. Configuration drift checks
  7. Scheduled control runs
  8. Exception reporting
  9. Third-party scanner use
  10. Tool validation
  11. Version locking
  12. Audit trail generation
Module 8. Handling auditor follow-ups
Respond to requests without rework, delays, or widening scope
12 chapters in this module
  1. Follow-up triage
  2. Evidence gap fixes
  3. Narrative clarifications
  4. Control design changes
  5. Timeline negotiation
  6. Stakeholder re-engagement
  7. Version updates
  8. Risk acceptance notes
  9. Exception documentation
  10. Escalation paths
  11. Reviewer expectation setting
  12. Final sign-off prep
Module 9. Penetration test integration
Turn pen test findings into control improvements without re-audit risk
12 chapters in this module
  1. Pen test timing
  2. Scope alignment
  3. Finding severity levels
  4. Remediation tracking
  5. Evidence updates
  6. Narrative changes
  7. Follow-up testing
  8. Exception logging
  9. Third-party validation
  10. Internal review sync
  11. Reporting format
  12. Audit package inclusion
Module 10. Change management in audit cycles
Ship updates without breaking compliance or triggering re-scoping
12 chapters in this module
  1. Minor change rules
  2. Version tracking
  3. Patch management
  4. Emergency change logs
  5. Review cycle impact
  6. Documentation updates
  7. Stakeholder alerts
  8. Evidence revalidation
  9. Boundary updates
  10. Rollback procedures
  11. Post-deploy checks
  12. Change freeze timing
Module 11. Vendor risk ownership
Manage third-party compliance contributions without becoming a bottleneck
12 chapters in this module
  1. Vendor inventory
  2. Subservice organization mapping
  3. Third-party evidence
  4. Audit report reviews
  5. Exception tracking
  6. Contractual controls
  7. Due diligence timing
  8. Risk tiering
  9. Vendor follow-up
  10. Remediation tracking
  11. Internal reporting
  12. Escalation paths
Module 12. From audit to repeatable artefacts
Turn one-time deliverables into reusable assets for future cycles
12 chapters in this module
  1. Template creation
  2. Evidence pipelines
  3. Narrative libraries
  4. Control reuse
  5. Boundary pattern bank
  6. Stakeholder comms
  7. Change tracking
  8. Version control
  9. Handoff documentation
  10. Knowledge transfer
  11. Succession planning
  12. Artefact maintenance

How this maps to your situation

  • Preparing for first SOC 2 audit
  • Reducing evidence collection rework
  • Leading control design without formal authority
  • Responding to auditor follow-ups efficiently

Before vs. after

Before
Reliant on compliance teams to define scope, interpret controls, and respond to auditors
After
Confidently leads system scoping, control design, and evidence delivery for SOC 2 audits

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, designed to fit around delivery cycles

How this compares to the alternatives

Unlike generic compliance courses, this focuses on engineering-specific decisions, artefacts, and patterns used by practitioners who’ve led successful SOC 2 outcomes without rework.

Frequently asked

Is this relevant for engineers not in security roles?
Yes. This is designed for software engineers whose systems feed into SOC 2 audits, regardless of formal security title.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Does this cover ISO 27001 as well?
Focus is on SOC 2, but control design patterns apply across frameworks.
$199 one-time. Approximately 3 hours per module, designed to fit around 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