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SOC 2 Readiness Checklist

Use this practical checklist to organize the work before your SOC 2 examination.

Scope & planning

  • Define the system and services in scope
  • Confirm applicable Trust Services Criteria
  • Identify stakeholders and owners
  • Establish the examination timeline

Controls

  • Inventory relevant controls
  • Assign owners
  • Document operating procedures
  • Review control design

Evidence

  • Identify evidence sources
  • Collect representative evidence
  • Check completeness and dates
  • Map evidence to controls

Readiness

  • Run a gap assessment
  • Prioritize remediation
  • Re‑test gaps
  • Prepare auditor access

Want to turn this checklist into a live readiness system?

MandateMind connects evidence, controls, gaps, and readiness in one workspace.

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