SOC 2 · Checklist
The SOC 2 checklist we actually use in engagements.
Public SOC 2 checklists are marketing artifacts. Ours is the engagement plan we run internally — sequenced, dependency-mapped, and tuned by hundreds of successful audits.
01 — Overview
The checklist covers criteria election, control library, policy suite, evidence blueprint, GRC platform configuration, access provisioning workflows, change management, vendor risk, incident response tabletop, risk assessment, and internal audit.
02 — Engagement
Our approach.
- I
Foundation
Criteria election, system boundary, control library, policy suite.
- II
Instrumentation
Evidence blueprint, GRC platform, source system integrations.
- III
Operation
Access reviews, change management, vendor oversight, incident response drills.
- IV
Assurance
Risk assessment refresh, internal audit, management review, external audit.
03 — Deliverables
What you receive.
- Full 11-step engagement checklist with dependency map
- Owner assignment matrix by function
- Weekly execution dashboard for the program lead
04 — Timeline
Expected duration.
The checklist is the spine of a six- to twelve-month engagement.
Ready to begin?
A partner-led readiness call is complimentary. We'll scope your engagement inside forty-five minutes.
Schedule the call →05 — FAQ
Common questions.
Is a checklist enough, or do we still need advisory?+
The checklist is what to do. Advisory is how to do it in your environment. Most organizations that attempt SOC 2 with a checklist alone spend more on rework than they would have on advisory.