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 bring your notes, PDFs, or a recording and let Docsie AI fill in every section for you.
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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] |
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 |
Bring what you already have: meeting notes, an old PDF, a spreadsheet, a walkthrough recording. Docsie AI drafts every section of this soc 2 evidence plan template in the structure above, then exports to Word, PDF, or Markdown for review and signoff.
Free to try. The template above was itself generated by Docsie — see it work on real videos at /tutorials/.
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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.