SOC 2 Evidence Calendar & Control Operation Tracker (Excel)
Pre-filled 12-month control operation calendar with sampling guidance, exception log and management review record - one Excel workbook for SOC 2.
The SOC 2 Evidence Calendar & Control Operation Tracker (Excel) is an editable SOC 2 Trust Services Criteria document template (including 1 Excel workbook) in Microsoft Word (.docx) and Excel (.xlsx), written for SOC 2 compliance programs. It is a one-time purchase with instant download and a single-organization license; you replace the amber [placeholders] with your organization's details. The template gives you the documentation — certification or attestation, where it applies, still comes from an independent audit.
- What it is
- 4 editable SOC 2 Trust Services Criteria document templates, including 1 Excel workbook
- Formats
- Microsoft Word (.docx) + Excel (.xlsx)
- Best for
- SOC 2 compliance programs
- Price
- $24.99 — one-time purchase, single-organization license
- Delivery
- Instant download after checkout
New to SOC 2 Trust Services Criteria? Read our SOC 2 Trust Services Criteria guide →
Overview
Operating SOC 2 controls across a reporting period is a scheduling problem: each control has to run on its cadence all year, and each run has to leave an artifact behind so a full-period sample is available when your reporting window closes. This workbook turns that schedule into a pre-filled 12-month evidence calendar: recurring control operation activities referenced to the Trust Services Criteria, each with an owner placeholder, a cadence, the months it runs, and guidance on what artifact to keep each time.
Free SOC 2 trackers exist and are genuinely useful — control lists with status and owner columns, evidence trackers, and evidence request lists are all available at no cost. What this workbook adds is the integrated set we did not find offered together for free: the pre-filled recurring operation calendar with per-activity sampling guidance, a monitoring and exception log, and a management review record, in one Excel file instead of assembled from separate downloads.
Everything is editable. Replace the amber [bracketed placeholders] with your owners and dates, remove activities for criteria outside your scope, and add rows for controls specific to your systems. It is a one-time purchase with no subscription. The workbook helps you run and document your controls — it makes no statement about your compliance, and a SOC 2 examination is performed only by a licensed CPA firm.
If you need the policy set as well, the SOC 2 Complete Toolkit ships 22 editable Word templates plus risk register, TSC mapping and evidence checklist workbooks. This calendar is a standalone companion — it is not included in that toolkit.
What's inside — 4 documents + 1 workbook
- Evidence Calendar — 12-month control operation schedule (worksheet) (.docx)
- Monitoring & Exception Log (worksheet) (.docx)
- Management Review Record (worksheet) (.docx)
- How to Use This Workbook (worksheet) (.docx)
Excel workbooks
- SOC 2 Evidence Calendar & Control Operation Tracker — one workbook, four worksheets (Excel)
Frequently asked questions
- What exactly do I get with the SOC 2 Evidence Calendar & Control Operation Tracker (Excel)?
- The fully editable document in Microsoft Word, with amber [bracketed placeholders] marking exactly what to customize, under a single-organization license.
- Is this document included in the full toolkits?
- Yes. Every single-document template is taken unchanged from our complete toolkits. If you need more than one or two documents, the full toolkit is much better value than buying documents individually.
- What format are the files and how are they delivered?
- Editable Microsoft Word (.docx) files, delivered as an instant download immediately after checkout. They also open in Google Docs and LibreOffice.
- What license do I get?
- A single-organization license. If you are a consultant or MSP intending to reuse the documents across multiple clients, contact us first for a fair multi-client arrangement.
- What if a file is defective or is not what the page described?
- Because delivery is instant, sales are final — but if a file is defective or materially does not do what this site describes, email support@compliancedocshq.com within 14 days of purchase and we will repair, replace or refund it. The choice of remedy is ours, but we will make a genuine defect right. Purchases made through a marketplace such as Etsy follow that marketplace's policies.
- What happens after I pay, and what if I lose the download link?
- You are taken to a receipt page with your download, and a delivery email is sent to the address you enter at checkout. No account is required. Download links expire for security — if yours has lapsed, reload your receipt page or email support@compliancedocshq.com for a fresh link.