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SOC 2 Readiness Template
Assess your SOC 2 compliance level with this template covering all 5 Trust Service Criteria.
Presentation
Complete support for SOC 2 Type I and Type II certification - The trust standard for SaaS providers
Objectives
- Obtain SOC 2 Type I report (control design)
- Obtain SOC 2 Type II report (operational effectiveness over 6-12 months)
- Implement the 5 Trust Services Criteria (TSC)
- Establish a security program compliant with AICPA standards
- Gain enterprise customer trust and accelerate sales
Target Audience
- →B2B SaaS startups looking to gain customer trust
- →Cloud service providers and hosting companies
- →Fintech and companies handling sensitive data
- →Software vendors selling to enterprises
- →MSPs and managed service providers
Prerequisites
Organization with established IT systems. Management commitment. Budget for controls and external audit. Designated security or IT manager.
Our Methodology
- •Current state audit and system mapping
- •Gap analysis vs Trust Services Criteria
- •SOC 2 scope definition
- •Remediation roadmap and budget
Frequently Asked Questions
Prerequisites
Organization with established IT systems. Management commitment. Budget for controls and external audit. Designated security or IT manager.
Target Audience
- →B2B SaaS startups looking to gain customer trust
- →Cloud service providers and hosting companies
- →Fintech and companies handling sensitive data
- →Software vendors selling to enterprises
- →MSPs and managed service providers
Detailed Curriculum
Phase 1: Assessment and Gap Analysis
- →Current state audit and system mapping
- →Gap analysis vs Trust Services Criteria
- →SOC 2 scope definition
- →Remediation roadmap and budget
Phase 2: Control Implementation
- →Security: encryption, access controls, vulnerability management
- →Availability: monitoring, incident response, disaster recovery
- →Processing Integrity: quality assurance, error handling
- →Confidentiality: data classification, DLP, retention
- →Privacy (optional): GDPR alignment, consent management
Phase 3: Documentation and Evidence
- →Policy and procedure writing
- →Log systems and audit trail setup
- →Continuous monitoring configuration
- →Evidence preparation for auditor
Phase 4: Audit and Certification
- →CPA auditor selection and coordination
- →Type I audit: point-in-time assessment
- →Type II observation period (6-12 months)
- →Findings remediation and final report
Expected Outcomes
Obtain SOC 2 Type I report (control design)
Obtain SOC 2 Type II report (operational effectiveness over 6-12 months)
Implement the 5 Trust Services Criteria (TSC)
Establish a security program compliant with AICPA standards
Gain enterprise customer trust and accelerate sales
Companies in Johannesburg using this training
- Tech companies in Johannesburg
- SMEs and startups in Gauteng
- Local government agencies
Regulatory Compliance
Our training integrates regulatory requirements applicable to Johannesburg and the Gauteng region.
FAQs
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Next session in Johannesburg
February 18, 2026