A tailored course, built for your situation
Known Across the firm as the Go To Person for SOC 2
Become the internal reference for SOC 2 clarity, confidence, and consistent execution
$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.
Being overlooked despite doing the work
The situation this course is for
High-impact contributors often stay invisible because their approach isn’t documented, shared, or consistently referenced by peers. Their work gets repeated, reinvented, or ignored, even when it’s exactly what the team needs.
Who this is for
Senior IC at a defense contractor who delivers complex engineering outcomes but whose compliance and assurance expertise could be more widely recognized and leveraged
Who this is not for
People who want a broad introduction to compliance, those seeking certification prep, or those uninterested in organizational influence
What you walk away with
- Own a documented, reusable SOC 2 implementation playbook tailored to your environment
- Deliver annotated SoA sections that stand up to auditor scrutiny
- Design control mappings with confidence that anticipate common audit findings
- Become the internal reference when teams need SOC 2 clarity
- Anticipate cross-functional questions and answer with authority and examples
The 12 modules (with all 144 chapters)
Module 1. Defining Your SOC 2 Scope with Precision
Avoid over-scoping and wasted effort by identifying exactly which systems and processes need inclusion based on customer trust commitments.
12 chapters in this module
- Mapping customer SLAs to trust principles
- Identifying in-scope systems with stakeholder input
- Documenting data flows for clarity
- Setting boundaries for subservice organizations
- Classifying data types by sensitivity
- Aligning scope with existing security controls
- Avoiding common boundary errors
- Using narratives to explain scope choices
- Getting early sign-off from stakeholders
- Versioning scope documentation
- Integrating scope updates into change control
- Archiving rationale for future audits
Module 2. Control Design That Holds Up Under Review
Build controls that are not just compliant, but logical and defensible , making auditor pushback rare.
12 chapters in this module
- Starting with the trust services criteria
- Writing control objectives that are testable
- Designing preventive vs detective controls
- Incorporating automation evidence paths
- Avoiding control sprawl
- Using RACI to assign ownership
- Documenting control frequency and method
- Building in monitoring for sustainability
- Aligning with NIST CSF where applicable
- Cross-walking to ISO 27001 controls
- Saving time with control templates
- Versioning control descriptions
Module 3. Control Implementation Without Re-Work
Translate control designs into practice with clear ownership, timelines, and validation steps.
12 chapters in this module
- Assigning control owners early
- Setting implementation milestones
- Integrating with change management
- Documenting evidence collection methods
- Testing controls before audit season
- Using walkthroughs to catch gaps
- Involving IT and security teams
- Managing exceptions transparently
- Linking to policy updates
- Automating evidence collection where possible
- Tracking completion status
- Building internal audit readiness checks
Module 4. Writing SoA Sections That Stand Up
Produce description of systems and controls that are clear, accurate, and auditor-approved on first pass.
12 chapters in this module
- Structuring the SoA for readability
- Describing system boundaries clearly
- Detailing access controls and authentication
- Documenting change management processes
- Covering backup and recovery procedures
- Explaining logical access monitoring
- Describing encryption in transit and at rest
- Including third-party oversight steps
- Referencing relevant policies
- Using diagrams without overcomplicating
- Versioning the SoA narrative
- Aligning with auditor expectations
Module 5. Evidence That Covers the Full Cycle
Collect and organize evidence that reflects real-world operations across time.
12 chapters in this module
- Planning evidence collection quarterly
- Sampling logs for access reviews
- Capturing periodic attestation records
- Documenting patch management cycles
- Retaining vulnerability scan results
- Saving firewall rule change logs
- Archiving backup success reports
- Including physical security logs
- Linking evidence to controls
- Using timestamps to prove consistency
- Storing evidence securely
- Making evidence auditor-accessible
Module 6. Anticipating Auditor Questions
Prepare responses and documentation that prevent delays and rework during fieldwork.
12 chapters in this module
- Common questions on access reviews
- How to explain periodic testing
- Responding to control gaps
- Clarifying third-party reliance
- Justifying control frequency
- Handling subservice organization responses
- Explaining compensating controls
- Providing real examples under NDA
- Preparing SMEs for interviews
- Documenting follow-up answers
- Tracking open items to closure
- Maintaining professional tone
Module 7. Leveraging Automation for Consistency
Use tools to reduce manual effort and ensure controls execute the same way every time.
12 chapters in this module
- Identifying automatable controls
- Using SIEM for logging and alerts
- Integrating with identity platforms
- Automating user provisioning reviews
- Scheduling configuration checks
- Alerting on control deviations
- Using scripts to collect evidence
- Integrating with ticketing systems
- Tracking automation uptime
- Documenting automation logic
- Maintaining exception processes
- Updating automation with system changes
Module 8. Communicating with Leadership and Peers
Translate technical control work into business value that resonates with decision-makers.
12 chapters in this module
- Framing SOC 2 as competitive advantage
- Linking controls to customer trust
- Explaining risk reduction in business terms
- Reporting progress without jargon
- Highlighting cost avoidance
- Using metrics to show improvement
- Tailoring updates by audience
- Preparing for executive questions
- Building cross-functional awareness
- Sharing wins and milestones
- Inviting peer feedback
- Maintaining transparency
Module 9. Maintaining SOC 2 Year-Round
Avoid the audit crunch by embedding practices into regular operations.
12 chapters in this module
- Setting quarterly control reviews
- Scheduling evidence collection
- Updating documentation proactively
- Tracking control changes
- Managing policy refresh cycles
- Conducting internal walkthroughs
- Training new team members
- Handling system changes
- Updating the SoA incrementally
- Using a calendar to stay ahead
- Avoiding last-minute scrambles
- Building organizational memory
Module 10. Extending Influence Beyond the Team
Become the go-to resource across departments for SOC 2 questions and guidance.
12 chapters in this module
- Responding to peer inquiries
- Hosting internal office hours
- Creating lightweight guidance docs
- Teaching control basics to engineers
- Partnering with product teams
- Advising on new system designs
- Reviewing vendor SOC 2 reports
- Contributing to RFP responses
- Sharing lessons learned
- Building trust through consistency
- Being the connector across silos
- Growing your professional footprint
Module 11. Improving Each Audit Cycle
Use feedback and data to make each SOC 2 engagement faster and more valuable.
12 chapters in this module
- Capturing auditor recommendations
- Tracking findings by control
- Prioritizing remediation work
- Measuring time spent per section
- Improving evidence collection speed
- Reducing follow-up questions
- Benchmarking against past cycles
- Sharing best practices
- Updating playbooks annually
- Celebrating improvements
- Recognizing team contributions
- Reinvesting in tooling
Module 12. Owning the SOC 2 Narrative Long Term
Position yourself as the enduring authority on SOC 2 within your organization.
12 chapters in this module
- Maintaining your playbook
- Updating templates annually
- Mentoring others
- Documenting tribal knowledge
- Archiving past reports
- Tracking industry changes
- Adjusting for new customer demands
- Staying ahead of auditor expectations
- Being proactive on scope changes
- Building a reputation for reliability
- Expanding into related frameworks
- Leading by example
How this maps to your situation
- When a new system comes online
- Before audit readiness begins
- During cross-functional design reviews
- After auditor feedback is received
Before vs. after
Before
SOC 2 efforts are reactive, fragmented, and dependent on tribal knowledge.
After
You lead with a documented, repeatable approach and are consistently sought out for guidance.
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 project delivery cycles.
If nothing changes
Without a structured, sharable approach, your expertise remains under-leveraged, others repeat your work, and opportunities to lead broader trust initiatives pass unseen.
How this compares to the alternatives
Unlike generic compliance courses, this is tailored to practitioners in complex environments who need to own the SOC 2 process end to end , not just understand it.
Frequently asked
Is this course focused on certification?
No. This is for practitioners who need to implement and maintain SOC 2 in real-world environments, not pass an exam.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me lead SOC 2 efforts across teams?
Yes. The course is designed to make your expertise visible, replicable, and influential across functions.
$199 one-time. Approximately 3 hours per module, designed to fit around project 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