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SOC 2 Compliance Checklist and Implementation Planning

$199.00
When you get access:
Course access is prepared after purchase and delivered via email
How you learn:
Self-paced • Lifetime updates
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Toolkit Included:
Includes a practical, ready-to-use toolkit with implementation templates, worksheets, checklists, and decision-support materials so you can apply what you learn immediately - no additional setup required.
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SOC 2 Compliance Checklist and Implementation Planning Course Details

Course Format & Delivery

The SOC 2 Compliance Checklist and Implementation Planning course is designed to be flexible and accessible. Here are the key details:

  • Self-Paced: Yes, this course is self-paced, allowing you to learn at your own speed and convenience.
  • Online Delivery: The course is online, providing you with the flexibility to access it from anywhere.
  • Live Virtual or On-Demand: The course is available on-demand, meaning you can start and stop as you please.
  • Fixed Dates or Times: No, there are no fixed dates or times for this course. You can access it at any time.
  • Typical Completion Time: The typical completion time for this course is 12 hours.
  • Lifetime Access: Yes, you will have lifetime access to the course materials.
  • Mobile-Friendly: Yes, the course is mobile-friendly, allowing you to access it on your smartphone or tablet.
  • Instructor Support: You will have access to instructor support via email and discussion forums.
  • Downloadable Resources: The course includes downloadable resources, templates, and toolkits to support your learning.
  • Certificate of Completion: Upon completion, you will receive a Certificate of Completion issued by The Art of Service.


SOC 2 Compliance Checklist and Implementation Planning Course Curriculum

Module 1: Introduction to SOC 2 Compliance

  • Overview of SOC 2 Compliance
  • Understanding the Importance of SOC 2
  • Key Concepts and Terminology
  • Benefits of SOC 2 Compliance
  • Common Challenges in Achieving SOC 2 Compliance

Module 2: Understanding SOC 2 Trust Service Criteria

  • Security Trust Service Criteria
  • Availability Trust Service Criteria
  • Processing Integrity Trust Service Criteria
  • Confidentiality Trust Service Criteria
  • Privacy Trust Service Criteria

Module 3: SOC 2 Compliance Checklist

  • Control Environment
  • Risk Assessment
  • Control Activities
  • Information and Communication
  • Monitoring Activities
  • Control Objectives and Criteria

Module 4: Implementing SOC 2 Controls

  • Designing and Implementing Controls
  • Control Types: Preventive, Detective, Corrective
  • Control Techniques: Manual, Automated
  • Control Frequency: Continuous, Periodic
  • Control Ownership and Accountability

Module 5: Risk Assessment and Management

  • Risk Assessment Methodologies
  • Identifying and Assessing Risks
  • Risk Mitigation Strategies
  • Risk Monitoring and Review
  • Risk Management Best Practices

Module 6: Control Activities

  • Authorization and Approval Controls
  • Physical Controls
  • Logical Access Controls
  • Data Backup and Recovery Controls
  • Change Management Controls

Module 7: Information and Communication

  • Information Security Policies
  • Data Classification and Handling
  • Communication Channels and Protocols
  • Incident Response and Management
  • Training and Awareness Programs

Module 8: Monitoring Activities

  • Ongoing Monitoring and Review
  • Internal Audits and Reviews
  • External Audits and Reviews
  • Continuous Improvement and Remediation
  • Compliance Monitoring and Reporting

Module 9: SOC 2 Implementation Planning

  • Creating an Implementation Plan
  • Establishing a Project Team
  • Defining Project Scope and Objectives
  • Developing a Timeline and Milestones
  • Identifying and Allocating Resources

Module 10: SOC 2 Compliance and Vendor Management

  • Vendor Risk Management
  • Vendor Selection and Onboarding
  • Vendor Contracting and SLA Management
  • Vendor Monitoring and Review
  • Vendor Termination and Offboarding

Module 11: Maintaining SOC 2 Compliance

  • Ongoing Compliance Requirements
  • Continuous Monitoring and Review
  • Annual Review and Update
  • Compliance Reporting and Certification
  • Maintaining Documentation and Evidence

Module 12: SOC 2 Compliance and Audit Preparation

  • Audit Preparation and Planning
  • Gathering and Organizing Evidence
  • Audit Communication and Reporting
  • Audit Follow-up and Remediation
  • Maintaining Audit Readiness
Upon completion of this comprehensive course, you will receive a Certificate of Completion issued by The Art of Service, demonstrating your expertise in SOC 2 Compliance Checklist and Implementation Planning.

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