SOC 2 Readiness Assessment: Template and Method

Assessment Steps

1. Confirm scope — system description, TSC (Security required; others optional), locations, subservice organisations
2. Interview owners — access, change, IR, vendor risk, engineering, HR
3. Sample evidence — policies, tickets, logs, access reviews
4. Score gaps — missing design vs weak operation
5. Remediate — then decide Type I snapshot vs Type II period start

Template Outline (Columns)

Suggested columns for your readiness workbook (request a copy via contact):

• Criterion / point of focus
• Current control
• Evidence sampled
• Gap severity (critical / high / medium)
• Remediation task & due date
• Ready for Type I? / Ready to start Type II period?

How CyberSilo Helps

CSA structures readiness findings as tracked remediation with residual risk visibility before you engage the CPA firm.

Frequently Asked Questions

Is readiness the same as Type I?

No. Readiness is preparatory. Type I is a CPA attestation on design suitability as of a point in time.

How long does readiness take?

It varies by maturity and scope — often weeks for focused SaaS, longer for multi-product enterprises.

Can CyberSilo replace the CPA firm?

No. Only a licensed CPA firm issues the SOC 2 report. CyberSilo helps with readiness and continuous evidence.

Related SOC 2 Resources

SOC 2 hub · Startups · Cost · CSA