SOC 2 Type 2 - Implementation Toolkit (Excel XLSX)

BENEFITS OF DOCUMENT

1. 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. Know if your organization is ready for a SOC report.
3. Isolate and safeguard your data from that of other clients.

DESCRIPTION

This product (SOC 2 Type 2 - Implementation Toolkit) is an Excel template (XLSX) with a supplemental Zip archive file document, which you can download immediately upon purchase.

SOC 2 Type 2 is a compliance standard that evaluates the effectiveness of an organization's controls over data security, availability, processing integrity, confidentiality, and privacy over a defined period of time. This report is crucial for service providers handling sensitive customer data, as it demonstrates their commitment to maintaining robust security practices and meeting customer and regulatory requirements. By achieving SOC 2 Type 2 certification, organizations can build trust with clients, differentiate themselves in the marketplace, and provide assurance that their data protection controls are operating effectively over time.

This SOC 2 Type 2 Implementation Toolkit includes a set of best practice templates, step-by-step workplans, and maturity diagnostics for any SOC 2 Type 2 implementation related project. Please note the above partial preview is ONLY of the Self Assessment Excel Dashboard, referenced in steps 1 and 2 (see below for more details).

Through a 3-step process, this toolkit will guide you from idea to implementation. Please find a below a summary of the 3 steps.

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.

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

Featuring 998 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.

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. There are 62 step-by-step SOC 2 Type 2 Project Management Form Templates covering over 1500 SOC 2 Type 2 project requirements and success criteria.

Source: Best Practices in Data Governance, Information Privacy, SOC Excel: SOC 2 Type 2 - Implementation Toolkit Excel (XLSX) Spreadsheet, Gerard Blokdijk