SOC 2 Type 2 Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the SOC 2 Type 2 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 990 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 improvements can be made.

Examples; 10 of the 990 standard requirements:

  1. How do you differentiate between uses of that data that are valid and friendly to your organization versus uses of the data that might be categorized as data loss?

  2. What are the provisions for a subscriber to recover physical control of the data in the event the relationship with the vendor is severed?

  3. Should the report be specific to the system that you will configure or a organizationwide SOC 2 Type Report as evidence of best practices?

  4. What happens when there is a change in your organizations practice regarding the types of engagements performed?

  5. Will adobe experience manager integrate with the different third party services and tools you currently use?

  6. Do you utilize dedicated secure networks to provide management access to your cloud service infrastructure?

  7. Do you utilize an automated source code analysis tool to detect code security defects prior to production?

  8. What is the best way – when it comes to security, performance and reliability – to connect to your clouds?

  9. What processes should be in place with respect to establishing proper security and segregation of duties?

  10. Are users of all organization provided network resources required to change the initial default password?


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 book in PDF containing 990 requirements, which criteria correspond to the criteria in...

Your SOC 2 Type 2 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 Self-Assessment and Scorecard you will develop a clear picture of which SOC 2 Type 2 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 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 projects with the 62 implementation resources:

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

Examples; 10 of the check box criteria:

  1. Process Improvement Plan: Are you making progress on the improvement framework?

  2. Cost Management Plan: Are SOC 2 Type 2 project team members involved in detailed estimating and scheduling?

  3. Assumption and Constraint Log: Is there documentation of system capability requirements, data requirements, environment requirements, security requirements, and computer and hardware requirements?

  4. Activity Duration Estimates: What are the key components of a SOC 2 Type 2 project communications plan?

  5. Source Selection Criteria: When should debriefings be held and how should they be scheduled?

  6. Lessons Learned: How actively and meaningfully were stakeholders involved in the SOC 2 Type 2 project?

  7. WBS Dictionary: Are estimates of costs at completion utilized in determining contract funding requirements and reporting them?

  8. Monitoring and Controlling Process Group: What good practices or successful experiences or transferable examples have been identified?

  9. Executing Process Group: Do the partners have sufficient financial capacity to keep up the benefits produced by the programme?

  10. Project Schedule: How can you minimize or control changes to SOC 2 Type 2 project schedules?

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

1.0 Initiating Process Group:

  • 1.1 SOC 2 Type 2 project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 SOC 2 Type 2 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 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 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 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 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 project with this in-depth SOC 2 Type 2 Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose SOC 2 Type 2 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 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 investments work better.

This SOC 2 Type 2 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.