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SOC 2 Type I templates

Policies, SOPs, plans, job aids, spreadsheets and decks aligned to SOC 2 Type I, tailored to your organization in minutes.

Each SOC 2 Type I template is generated by AI around the Trust Services Criteria auditors test: access control, change management, incident response, vendor risk and availability. You pick a document type, add your company details, and get a structured draft with purpose, scope, roles, procedures and review steps.

Use these documents to close gaps before an audit, show evidence to customers, or give staff clear instructions. Export to Word, Markdown or CSV and edit freely.

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Policy

Information Security Policy (SOC 2 Type I)Acceptable Use Policy (SOC 2 Type I)Access Control Policy (SOC 2 Type I)Data Retention Policy (SOC 2 Type I)Data Classification Policy (SOC 2 Type I)Password Policy (SOC 2 Type I)Remote Work Policy (SOC 2 Type I)Vendor Management Policy (SOC 2 Type I)Change Management Policy (SOC 2 Type I)Encryption Policy (SOC 2 Type I)Privacy Policy (SOC 2 Type I)Code of Conduct (SOC 2 Type I)

Plan

Incident Response Plan (SOC 2 Type I)Business Continuity Plan (SOC 2 Type I)Disaster Recovery Plan (SOC 2 Type I)Risk Management Plan (SOC 2 Type I)System Security Plan (SOC 2 Type I)Plan of Action & Milestones (SOC 2 Type I)

SOP

Employee Onboarding SOP (SOC 2 Type I)Employee Offboarding SOP (SOC 2 Type I)Backup & Restore SOP (SOC 2 Type I)Patch Management SOP (SOC 2 Type I)User Access Review SOP (SOC 2 Type I)Customer Complaint Handling SOP (SOC 2 Type I)Document Control SOP (SOC 2 Type I)Quality Inspection SOP (SOC 2 Type I)Log Review Procedure (SOC 2 Type I)Vulnerability Scanning Procedure (SOC 2 Type I)

Job Aid

Password Reset Job Aid (SOC 2 Type I)Phishing Recognition Job Aid (SOC 2 Type I)Incident Reporting Quick Card (SOC 2 Type I)New Hire Checklist (SOC 2 Type I)Visitor Sign-In Quick Reference (SOC 2 Type I)Clean Desk Quick Card (SOC 2 Type I)

Spreadsheet

Risk Register (SOC 2 Type I)Asset Inventory (SOC 2 Type I)Control Matrix (SOC 2 Type I)Vendor Risk Assessment Questionnaire (SOC 2 Type I)Gap Analysis Workbook (SOC 2 Type I)Training Tracker (SOC 2 Type I)Evidence Collection Tracker (SOC 2 Type I)

Presentation

Security Awareness Training Deck (SOC 2 Type I)Board Compliance Briefing (SOC 2 Type I)Audit Readiness Kickoff Deck (SOC 2 Type I)New Policy Rollout Deck (SOC 2 Type I)Quarterly Risk Review Deck (SOC 2 Type I)

Report

Audit Report Template (SOC 2 Type I)Internal Audit Checklist (SOC 2 Type I)Management Assertion Letter (SOC 2 Type I)Post-Incident Review Report (SOC 2 Type I)