SOC 2 preparation often breaks down not because controls don’t exist — but because documentation is scattered, informal, or incomplete.
This SOC 2 Documentation Checklist is an internal readiness file designed to help organize documentation and evidence commonly reviewed during SOC 2-related audits or readiness reviews.
It does not interpret SOC 2 criteria or certify readiness.
It helps you see what you have and what needs clarification.
What this file is for
Use this file if you:
- Are preparing for a SOC 2 audit or readiness review
- Have been asked to produce SOC 2-related documentation
- Need to inventory policies, evidence, and records
- Are coordinating documentation internally
What this file helps you do
- Identify SOC 2-related documentation
- Organize records and evidence
- Track ownership and storage locations
- Prepare for audit conversations
What this file does not do
- Explain SOC 2 trust criteria
- Confirm readiness or compliance
- Provide audit or consulting advice
What’s inside the PDF
- Review context snapshot
- Documentation inventory
- Documentation gaps
- Commonly reviewed documentation areas
- Uncertainty and follow-up notes
- Timeline tracking
- Internal readiness summary
Who this is for
- Founders and operators
- Compliance, security, or operations leads
- Individuals coordinating SOC 2 documentation
This file is designed for quiet internal use, not certification claims.
Related continuity files. If you are preparing more than one type of absence or availability change, you may also want to review other Operational Memory continuity files here:
https://operationalmemory.com
This file is part of the Sudden & Unplanned Events axis.
For related continuity files covering unexpected situations, view the full collection here → Sudden & Unplanned Events.
Operational Memory — Quiet tools for moments when continuity matters most.
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