Audit Scope
Define report type, trust service criteria, systems, and period.
4.8
on G2
Free Cybersecurity & Privacy Template
Download a free soc 2 evidence plan template in Word, PDF, or Markdown. Or turn any video into soc 2 evidence plan template with Docsie AI — auto-fills every required field.
Use this template to evidence collection plan for SOC 2 audit controls.
| Field | Details |
|---|---|
| Category | Cybersecurity & Privacy |
| Owner | [Team or owner] |
| Version | [Version number] |
| Effective Date | [Date] |
| Review Cycle | [Monthly / Quarterly / Annual / Event-based] |
| Status | [Draft / In Review / Approved] |
Define report type, trust service criteria, systems, and period.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Map controls to evidence artifacts and responsible teams.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
List required exports, screenshots, policies, tickets, logs, and approvals.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Assign control owners, reviewers, and backup contacts.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Set due dates, sampling windows, and auditor delivery dates.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Describe validation steps before evidence is submitted. Use auditor-ready naming, dates, and evidence status tables.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Document review conclusions, approvals, unresolved items, and next review date.
| Role | Name | Date | Notes |
|---|---|---|---|
| Preparer | [Name] | [Date] | [Notes] |
| Reviewer | [Name] | [Date] | [Notes] |
| Approver | [Name] | [Date] | [Notes] |
Deploy this template when preparing for SOC 2 Type I or Type II audits requiring organized evidence collection.
This template produces a complete evidence collection roadmap mapping controls to artifacts with clear ownership assignments.
Most evidence plans fail from missing collection windows or submitting unvalidated artifacts that delay audits.
Template Structure
Use this cybersecurity & privacy template as a starting point, then customize each section to match your internal workflow, evidence, and signoff needs.
Define report type, trust service criteria, systems, and period.
Map controls to evidence artifacts and responsible teams.
List required exports, screenshots, policies, tickets, logs, and approvals.
Assign control owners, reviewers, and backup contacts.
Set due dates, sampling windows, and auditor delivery dates.
Describe validation steps before evidence is submitted. Use auditor-ready naming, dates, and evidence status tables.
Write a SOC 2 evidence plan for [audit period]. Structure with these Markdown sections:
Define report type, trust service criteria, systems, and period.
Map controls to evidence artifacts and responsible teams.
List required exports, screenshots, policies, tickets, logs, and approvals.
Assign control owners, reviewers, and backup contacts.
Set due dates, sampling windows, and auditor delivery dates.
Describe validation steps before evidence is submitted.
Use auditor-ready naming, dates, and evidence status tables.
Report period: January 1 to December 31, 2026. Criteria: Security, Availability, and Confidentiality.
| Control | Evidence | Owner |
|---|---|---|
| CC6.1 Access provisioning | New hire access tickets | IT |
| CC6.2 Access removal | Termination checklist samples | People Ops |
| CC7.2 Incident response | Incident tickets and postmortems | Security |
| Milestone | Due |
|---|---|
| Q1 sample pull | April 10 |
| Management review | April 17 |
| Auditor upload | April 24 |
Already have a walkthrough or training video covering this process? Skip manual drafting. Upload the video and Docsie AI generates soc 2 evidence plan template with every required field populated — ready for review, signoff, or export.
Use the template manually, or let Docsie generate the first draft from source footage.
Periodic user access review for systems and privileged roles
Notification plan for privacy or security breaches
DPIA for high-risk processing of personal data
Policy for retention, deletion, and archival of data
Runbook for handling privacy and data subject requests
Request and approval record for security policy exceptions
Template FAQ
Common questions about downloading and generating a soc 2 evidence plan template.
Q: What is a soc 2 evidence plan template?
A: A soc 2 evidence plan template is a structured document for evidence collection plan for soc 2 audit controls.
Q: Is the soc 2 evidence plan template really free?
A: Yes. The soc 2 evidence plan template is completely free to download in Word (DOCX), PDF, and Markdown formats. No signup or credit card required to download.
Q: How do I turn a video into a sOC 2 Evidence Plan?
A: Upload a process walkthrough, training recording, or screen capture to Docsie. The AI analyzes the video and generates a complete sOC 2 Evidence Plan using this template's structure — every required field auto-filled from the footage.
Q: Can I edit the soc 2 evidence plan template after downloading?
A: Yes. The DOCX format opens in Microsoft Word or Google Docs. The Markdown format imports into Notion, Confluence, Docsie, or any markdown editor. Customize fields, add your branding, and adapt to your internal workflow.