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

• Get my templates for free. Make sure you duplicate/make a copy of them before Jan 31!

• Get discounted pricing for my premium newsletter subscription, where I share details about building a business.

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