A tailored course, built for your situation
Mastering SOC 2 for Senior Program Managers in Regulated Technology Services
Build audit-ready programs with confidence and consistency
$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.
SOC 2 audits stall when program managers lack direct access to control evidence and cross-functional alignment protocols
The situation this course is for
Program leads often inherit fragmented control documentation, unclear ownership across technical teams, and last-minute requests from client assurance teams. Without a structured approach, this leads to repeated audit cycles, delayed service delivery, and increased exposure during M&A due diligence.
Who this is for
Senior Program Managers in consulting and technology services firms managing compliance-intense client deliverables
Who this is not for
Individual contributors without cross-functional delivery authority, entry-level project coordinators, or technical auditors focused solely on checklists
What you walk away with
- Own end-to-end SOC 2 evidence packages across distributed teams
- Receive M&A escalation documents and due diligence requests directly
- Serve as primary contact for regulator-facing control reviews
- Lead peer team escalations on control gaps with documented playbooks
- Deliver board-prep papers that reflect integrated program outcomes
The 12 modules (with all 144 chapters)
Module 1. Introduction to SOC 2 in Program Management
Understand how SOC 2 integrates into technology service delivery and why program managers are now central to audit readiness.
12 chapters in this module
- Defining SOC 2 within regulated program delivery
- The shift from IT audit to cross-functional accountability
- How client due diligence shapes program scope
- Mapping SOC 2 Trust Services Criteria to deliverables
- Program manager’s role in evidence ownership
- Common failure points in outsourced control mapping
- Integrating SOC 2 into initiation and planning phases
- Aligning control objectives with service timelines
- Tracking control maturity across program lifecycle
- Understanding Type I vs Type II review triggers
- Engaging assessors before fieldwork begins
- Building credibility with compliance stakeholders
Module 2. Control Framework Fundamentals
Gain clarity on the core control domains and how they apply to service organizations.
12 chapters in this module
- Security as the foundation of all Trust Services Criteria
- Availability controls in cloud service delivery
- Processing integrity across automated workflows
- Confidentiality obligations in client data handling
- Privacy controls aligned with data subject rights
- Mapping NIST CSF to SOC 2 control language
- Leveraging ISO 27001 clauses as evidence sources
- Integrating COBIT principles into control design
- Documenting control ownership by role
- Establishing control testing frequency standards
- Using maturity models to assess readiness
- Translating technical controls into program narratives
Module 3. Program-Level Control Mapping
Learn how to structure control ownership across teams and ensure accountability.
12 chapters in this module
- Identifying control owners in distributed environments
- Assigning responsibility for evidence generation
- Creating control traceability matrices
- Linking program milestones to control testing
- Managing handoffs between technical and program teams
- Documenting compensating controls clearly
- Versioning control documentation effectively
- Using RACI to clarify control roles
- Integrating change management into control updates
- Handling control exceptions with escalation paths
- Aligning control scope with service boundaries
- Avoiding over-scope in multi-client environments
Module 4. Evidence Collection and Validation
Master the art of gathering, verifying, and presenting audit-ready artefacts.
12 chapters in this module
- Defining what qualifies as valid evidence
- Standardizing logs, screenshots, and reports
- Validating control operation across time periods
- Obtaining signed attestations from team leads
- Sampling methods for control testing
- Integrating automated evidence tools
- Building audit trails for dynamic systems
- Managing evidence for remote and hybrid teams
- Version control and retention policies
- Securing evidence against tampering
- Preparing for surprise auditor requests
- Using templates to accelerate evidence assembly
Module 5. Working with Technical Teams
Bridge the gap between program leadership and technical implementation.
12 chapters in this module
- Translating SOC 2 requirements into technical tasks
- Conducting control walkthroughs with engineers
- Facilitating control design sessions
- Reviewing architecture diagrams for compliance
- Managing infrastructure as code compliance
- Integrating DevOps pipelines with control checks
- Handling cloud provider shared responsibility
- Using Azure and AWS compliance tools effectively
- Aligning change control with deployment cycles
- Ensuring logging covers all critical systems
- Validating encryption practices in transit and at rest
- Managing third-party SaaS integrations securely
Module 6. Stakeholder Communication
Develop strategies for clear, consistent communication with executives and clients.
12 chapters in this module
- Tailoring SOC 2 updates for executive audiences
- Creating client-facing summary reports
- Handling sensitive findings with discretion
- Preparing for client due diligence meetings
- Explaining control gaps without causing alarm
- Using visual tools to simplify complex mappings
- Documenting remediation plans clearly
- Synchronizing messaging across teams
- Building trust through transparency
- Managing expectations during audit cycles
- Responding to regulator inquiries effectively
- Maintaining confidentiality in escalation paths
Module 7. Audit Preparation and Coordination
Lead the audit process with confidence and reduce rework.
12 chapters in this module
- Selecting the right auditing firm
- Preparing for readiness assessments
- Conducting internal mock audits
- Scheduling evidence collection efficiently
- Coordinating fieldwork across time zones
- Managing auditor access securely
- Reviewing draft findings proactively
- Addressing management letters promptly
- Tracking open items to closure
- Preparing final submission packages
- Building relationships with audit teams
- Using feedback to improve future cycles
Module 8. Managing Exceptions and Findings
Respond to control gaps and deficiencies effectively.
12 chapters in this module
- Classifying severity of control deficiencies
- Escalating critical issues to leadership
- Developing remediation timelines
- Documenting compensating controls
- Obtaining management sign-off on exceptions
- Tracking overdue corrective actions
- Communicating findings to technical teams
- Integrating fixes into release schedules
- Validating remediation with evidence
- Avoiding repeat findings
- Using findings to improve process design
- Reporting progress to stakeholders
Module 9. Continuous Compliance Operations
Shift from episodic audits to ongoing compliance health.
12 chapters in this module
- Designing recurring control testing schedules
- Integrating compliance into operational rhythms
- Automating evidence collection where possible
- Monitoring control drift proactively
- Updating documentation after system changes
- Managing personnel changes in control roles
- Conducting periodic control reviews
- Using dashboards to track compliance status
- Aligning with ISO 27001 maintenance cycles
- Preparing for unannounced audits
- Sustaining compliance across team turnover
- Optimizing compliance workload distribution
Module 10. Cross-Program Alignment
Scale compliance practices across multiple client programs.
12 chapters in this module
- Creating standardized control templates
- Building reusable evidence libraries
- Sharing best practices across teams
- Managing variations by client requirement
- Documenting program-specific adaptations
- Enabling peer review of control packages
- Training new program managers on compliance
- Developing internal certification paths
- Measuring compliance maturity across programs
- Identifying opportunities for automation
- Reducing duplication in evidence collection
- Building a center of excellence model
Module 11. M&A and Third-Party Risk Integration
Apply SOC 2 principles to acquisition due diligence and vendor oversight.
12 chapters in this module
- Assessing target SOC 2 status during due diligence
- Identifying control gaps in acquired entities
- Integrating new systems into existing frameworks
- Managing transition period compliance risks
- Evaluating third-party SOC 2 reports
- Conducting vendor control assessments
- Handling SIG and CAQ questionnaires
- Managing multi-vendor control dependencies
- Ensuring subcontractor compliance
- Negotiating SLAs with compliance clauses
- Tracking vendor compliance over time
- Escalating vendor control failures appropriately
Module 12. Leadership and Strategic Influence
Position yourself as a trusted leader in compliance and governance.
12 chapters in this module
- Articulating the value of SOC 2 to leadership
- Aligning compliance with business objectives
- Influencing organizational control culture
- Mentoring junior program managers
- Contributing to firm-wide compliance strategy
- Representing the firm in industry forums
- Developing internal training programs
- Improving client satisfaction through transparency
- Building a reputation for audit readiness
- Driving continuous improvement initiatives
- Leveraging success into career growth
- Owning the narrative on compliance excellence
How this maps to your situation
- Pre-audit preparation phase
- Cross-functional team alignment
- Post-acquisition compliance integration
- Client-facing reporting cycles
Before vs. after
Before
Reliant on technical teams to produce evidence, reactive to auditor requests, and frequently surprised by control gaps during reviews.
After
Confidently lead SOC 2 readiness, receive escalation documents directly, and serve as the trusted owner of compliance narratives across programs.
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 for flexible completion over 6, 8 weeks.
If nothing changes
Continuing without a structured approach means repeated audit cycles, increased exposure during M&A due diligence, and missed opportunities to lead high-visibility compliance initiatives.
How this compares to the alternatives
Unlike generic compliance courses, this program is tailored specifically for senior program managers in regulated services, with real-world templates and escalation workflows used in global firms.
Frequently asked
Is this course technical or managerial?
It's designed for program leaders who need to manage compliance across technical teams , no coding required, but deep integration with engineering workflows.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Can I apply this to ISO 27001 as well?
Yes , SOC 2 and ISO 27001 share common control themes, and the course includes mapping guidance between frameworks.
$199 one-time. Approximately 3 hours per module, designed for flexible completion 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