SOC 2 Type 2 Assessment Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical SOC 2 Type 2 Assessment Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any SOC 2 Type 2 Assessment related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated SOC 2 Type 2 Assessment specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the SOC 2 Type 2 Assessment Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.


Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…


• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation


Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 939 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which SOC 2 Type 2 Assessment improvements can be made.

Examples; 10 of the 939 standard requirements:


1. If you had to rebuild your organization without any traditional competitive advantages (i.e., no killer technology, promising research, innovative product/service delivery model, etcetera), how would your people have to approach their work and collaborate together in order to create the necessary conditions for success?
   
   

2. In the case of a THESUBJECT project, the criteria for the audit derive from implementation objectives, an audit of a THESUBJECT project involves assessing whether the recommendations outlined for implementation have been met, can you track that any THESUBJECT project is implemented as planned, and is it working?
   
   

3. An organizationally feasible system request is one that considers the mission, goals and objectives of the organization, key questions are: is the THESUBJECT solution request practical and will it solve a problem or take advantage of an opportunity to achieve company goals?
   
   

4. When information truly is ubiquitous, when reach and connectivity are completely global, when computing resources are infinite, and when a whole new set of impossibilities are not only possible, but happening, what will that do to your business?
   
   

5. What kind of crime could a potential new hire have committed that would not only not disqualify him/her from being hired by your organization, but would actually indicate that he/she might be a particularly good fit?
   
   

6. In the past few months, what is the smallest change you have made that has had the biggest positive result? What was it about that small change that produced the large return?
   
   

7. How do you set THESUBJECT stretch targets and how do you get people to not only participate in setting these stretch targets but also that they strive to achieve these?
   
   

8. What is the overall talent health of your organization as a whole at senior levels, and for each organization reporting to a member of the Senior Leadership Team?
   
   

9. Are your goals realistic? Do you need to redefine your problem? Perhaps the problem has changed or maybe you have reached your goal and need to set a new one?
   
   

10. If you were responsible for initiating and implementing major changes in your organization, what steps might you take to ensure acceptance of those changes?
    
    


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:


• The workbook is the latest in-depth complete edition of the SOC 2 Type 2 Assessment book in PDF containing 939 requirements, which criteria correspond to the criteria in...


Your SOC 2 Type 2 Assessment self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:


• The Self-Assessment Excel Dashboard; with the SOC 2 Type 2 Assessment Self-Assessment and Scorecard you will develop a clear picture of which SOC 2 Type 2 Assessment areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough SOC 2 Type 2 Assessment Self-Assessment

• Is secure: Ensures offline data protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:



STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage SOC 2 Type 2 Assessment projects with the 62 implementation resources:


• 62 step-by-step SOC 2 Type 2 Assessment Project Management Form Templates covering over 1500 SOC 2 Type 2 Assessment project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Activity Duration Estimates: Is there anything planned that does not need to be here?
   
   

2. Schedule Management Plan: Are the processes for status updates and maintenance defined?
   
   

3. Responsibility Assignment Matrix: The staff interests – is the group or the person interested in working for this SOC 2 Type 2 Assessment project?
   
   

4. Stakeholder Management Plan: What preventative action can be taken to reduce the likelihood a risk will be realised?
   
   

5. Procurement Management Plan: Are any non-compliance issues that exist communicated to your organization?
   
   

6. Risk Management Plan: Methodology: how will risk management be performed on this SOC 2 Type 2 Assessment project?
   
   

7. Lessons Learned: How satisfied are you with your involvement in the development and/or review of the SOC 2 Type 2 Assessment project Scope during SOC 2 Type 2 Assessment project Initiation and Planning?
   
   

8. Assumption and Constraint Log: Are there ways to reduce the time it takes to get something approved?
   
   

9. Requirements Documentation: Where do system and software requirements come from, what are sources?
   
   

10. Team Performance Assessment: To what degree will the approach capitalize on and enhance the skills of all team members in a manner that takes into consideration other demands on members of the team?


 
Step-by-step and complete SOC 2 Type 2 Assessment Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 SOC 2 Type 2 Assessment project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 SOC 2 Type 2 Assessment project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 SOC 2 Type 2 Assessment project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 SOC 2 Type 2 Assessment project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan


3.0 Executing Process Group:


• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:


• 4.1 SOC 2 Type 2 Assessment project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance


5.0 Closing Process Group:


• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 SOC 2 Type 2 Assessment project or Phase Close-Out

• 5.4 Lessons Learned


Results

With this Three Step process you will have all the tools you need for any SOC 2 Type 2 Assessment project with this in-depth SOC 2 Type 2 Assessment Toolkit.

In using the Toolkit you will be better able to:


• Diagnose SOC 2 Type 2 Assessment projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based best practice strategies aligned with overall goals

• Integrate recent advances in SOC 2 Type 2 Assessment and put process design strategies into practice according to best practice guidelines


Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make SOC 2 Type 2 Assessment investments work better.

This SOC 2 Type 2 Assessment All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.