SOC 2 Plus HIPAA Examination Playbook – Excel XLSX

BENEFITS OF THIS DOWNLOADABLE EXCEL DOCUMENT

1. 64 professional files with 349+ spreadsheet tabs and 2,730+ data rows
2. 210 scored assessment questions across 7 domain areas
3. 9 operational runbooks and checklists ready for immediate use

SOC EXCEL DESCRIPTION

SOC 2 Plus HIPAA Examination Playbook is an Excel template (XLSX) with a supplemental Zip archive file document available for immediate download upon purchase.

SOC 2 Plus HIPAA Examination Playbook

Your prospects are asking for your SOC 2 report and you do not have one. Every week without it, deals stall, enterprise buyers walk, and competitors with a report win.

Companies lose an average of $100,000+ in delayed or lost deals while waiting for SOC 2 readiness. Hiring a consultant costs $30,000 to $60,000.

Go from 'we are working on it' to a structured, audit-ready SOC 2 programme with every control mapped, every gap identified, and every remediation tracked.

Consultants charge $30,000 to $60,000 for SOC 2 readiness engagements. This playbook gives you the same structured methodology, tools, and frameworks for a fraction of the cost.

WHAT IS INSIDE: 61 PROFESSIONAL FILES

This is not a course, not a workbook, not a set of slides. This is 61 practitioner-grade tools (10 PDFs + 51 Excel workbooks) organised across 11 folders, built for professionals who need to implement, not just learn.

THREE-PHASE IMPLEMENTATION JOURNEY

Phase 1 – Get your bearings (02_Self_Assessment_and_Diagnostics): Start with the Quick Scan diagnostic PDF for a fast executive-level overview. Then work through the RDMAICS Scoring Dashboard and Maturity Radar to understand exactly where you are across all seven im

Phase 2 – Set concrete goals (03_Requirements_and_Goal_Setting): Use the Project Charter and Scope Statement to lock in what success looks like. The RACI Matrix and Requirements Traceability Matrix ensure every stakeholder knows their role and every requirement is

Phase 3 – Implement, track, and sustain (05_Project_Management_Forms onwards): Work through a comprehensive library of 60+ PM form templates covering all five PMBOK process groups: Initiating, Planning, Executing, Monitoring and Controlling, and Closing. Every template is pre-co

210 ASSESSMENT QUESTIONS ACROSS 7 DOMAINS

Each domain contains 30 scored questions with automated maturity scoring. Run your first assessment in under an hour and know exactly where you stand.

•  Compliance Strategy
•  Risk Management
•  Security Control Design
•  Privacy Practices
•  Incident Response
•  Audit Preparation
•  Operational Sustainability

6 OPERATIONAL RUNBOOKS AND CHECKLISTS

Not theory. Not concepts. Step-by-step operational procedures your team can execute from day one.

•  PHI Handling and Disclosure Checklist
•  Security Control Operations Guide
•  Compliance Integration Checklist
•  Vendor Onboarding to Offboarding Checklist
•  Audit Evidence Collection Protocol
•  Change Control Handoff Protocol

WHO BUYS THIS

•  Professionals implementing soc 2 plus hipaa examination who need structure, not another generic guide
•  Consultants who want to deliver a professional-grade engagement without building every tool from scratch
•  Team leads and managers who need to demonstrate progress to leadership with real metrics
•  Compliance officers and auditors who need documented, defensible processes

WHAT MAKES THIS DIFFERENT

•  61 files, not a single PDF. This is a complete implementation toolkit.
•  210 scored assessment questions across 7 domains. Know exactly where you stand in under an hour.
•  6 operational runbooks. Not theory, step-by-step procedures your team can execute immediately.
•  Built by practitioners with 25 years of enterprise experience across 692 frameworks.
•  Used by professionals in 160+ countries.

Instant download. Open the first assessment. Score your organisation. Know exactly where to start.

Stop spending months building what already exists. Stop paying consultants $300/hour to create templates you could have today.

Source: Best Practices in SOC Excel: SOC 2 Plus HIPAA Examination Playbook Excel (XLSX) Spreadsheet, Gerard Blokdijk