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IMPORTANT ANNOUNCEMENT: Jan 31, 2024 is the last day to:

You can find a list of all my templates on my website - including the workplace documentation template. All my YouTube tutorials will still be free - only the written templates will be paid.

Scroll down for more tips on what to document for work - and remember to vote in the poll at the end! It’ll help me help you

Your SOC 2 Compliance Checklist from Vanta

Are you building a business? Achieving SOC 2 compliance can help you win bigger deals, enter new markets and deepen trust with your customers — but it can also cost you real time and money.

Vanta automates up to 90% of the work for SOC 2 (along with other in-demand frameworks), getting you audit-ready in weeks instead of months. Save up to 400 hours and 85% of associated costs.

Download the free checklist to learn more about the SOC 2 compliance process and the road ahead. 

Tip 1: document your learnings, not just processes

Instead of just writing down what you did for a project, also write:

  • Any mistakes you made, and how to avoid them

  • What you learned from the project

  • How you think it could be improved next time (if your project is a repeatable one)

You can also start a page to save all the work-related things you learn from:

  • Email newsletters (like mine!)

  • Video tutorials

  • Social media posts

  • Courses

  • Articles

Do this as you work on your project or as you come across things you learn from. It should only take a few minutes to document.

Tip 2: collect things that inspire you

As a marketer, I often see fun ads or websites that inspire me.

I save all these in a “swipe file” (this is my swipe file, if you’re curious).

You can do the same - save everything that inspires you in a page.

Tip 3: easily reference common information

These are things like:

  • Key addresses

  • Contacts or stakeholder information

  • Details about your customers (demographics)

    • Insightful learnings

    • Common questions they ask or problems they have

    • Compliments people usually give

Summary

  1. Document learnings, not just processes

  2. Collect things that inspire you

  3. Easily reference common information

Your feedback is appreciated

See you in your inbox again next Monday!

Jennifer

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