SOC 2 Readiness
SOC 2 readiness: prepare policies, controls, and evidence.
If a partner, customer, or funder asks for a System and Organization Controls 2 (SOC 2) report, begin by establishing what you have today. I help prepare your policies, controls, and evidence before the audit.
Who this is for
California businesses, nonprofits, and agencies handling sensitive data that have a concrete request to prepare for SOC 2.
A request for a SOC 2 report is a reason to clarify the business need, scope, and audit expectations. It is not a reason to buy a tool before understanding the work.
What you receive
A gap assessment
An assessment of the agreed readiness scope and the preparation work that remains.
Policies and control preparation
Policies and controls that describe responsibilities and the practices the organization needs to operate.
Evidence preparation
A way to organize evidence for the controls in scope, so the people responsible know what information needs to be available.
Readiness priorities
A view of outstanding preparation tasks to discuss with leadership and the independent auditor.
Illustrated guide
Read the diagram as text
- Control owner: Names the activity and responsibility.
- Dated evidence: Shows what happened and in which system.
- Independent auditor: Examines the evidence and forms an opinion.
How the work happens
- Clarify the request
Discuss who asked for the report, what service is involved, and what audit conversations have already happened.
- Identify the gaps
Review the policies, controls, and evidence in the agreed scope. Identify what needs to be prepared.
- Prepare for the auditor
Develop the agreed policies and control documentation and organize evidence. The auditor independently performs the audit.
Agree the scope before the work.
I prepare you for the audit. The auditor performs it. Readiness work does not provide an audit opinion, guarantee a report, or promise a particular audit result. The independent auditor determines the examination requirements.
What to bring to the first conversation
- The original partner, funder, or customer request.
- A description of the service and information involved.
- Existing policies and evidence of how work is performed.
- Any communication with the independent auditor.
Start with a high-level description. Do not send passwords, access credentials, or sensitive client records.
Book a 20-minute callQuestions, answered
What you may be wondering.
Does CyberWiz perform SOC 2 audits?
No. CyberWiz provides readiness work: gap assessment, policies, controls, and evidence preparation. An independent auditor performs the audit.
Do I need a compliance platform before starting?
A platform is not the starting question. First clarify the requested report, the service in scope, control ownership, and evidence needs. Tool selection follows the agreed requirements.
Can you guarantee an audit result?
No. Readiness work helps prepare an organization for an audit. It does not guarantee the independent auditor’s opinion or the outcome.
What is the first step for SOC 2 readiness?
Bring the original request and a description of the service to a 20-minute call. The first task is to understand the scope and the preparation needed.
Start with a conversation
What security question is on your desk?
Tell me what prompted the question. A 20-minute call is a place to establish the next step.