Free Training & Awareness Policy Builder
A Training & Awareness Policy ensures your organization provides comprehensive security and compliance training to all personnel. This policy is essential for SOC 2 compliance and demonstrates your commitment to security awareness, code of conduct adherence, role-based training, and continuous security education.
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Basic company information
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Company Setup
Basic company information
Select Policy
Pre-selected policy
Generate
Generate policy document
Preview & Export
View and download
Company Profile Setup
Let's gather some information about your company to create a tailored policy preview.
One & done: Fill this out once and generate all 24+ policies — no need to re-enter your info.
How It Works
Follow these 3 simple steps to generate your comprehensive free training & awareness policy
Enter Your Details
Fill in your company name, tech stack, and organizational structure. The more specific you are, the better your policy will be.
NextComply Generates Policy
Our engine thinks hard and creates a tailored policy that matches your infrastructure, team size, and compliance needs.
Review & Download
Review your comprehensive, SOC 2-ready policy in the browser. Copy or download it for free.
Sample Training & Awareness Policy Template
A preview of the key sections in a production-ready Training & Awareness Policy.
Company: [Your Company Name] | URL: [yourcompany.com]
Document Owner: Security Lead | Effective Date: [Date]
1. Why We Have This Procedure
We're a tiny, fully-remote team writing custom code in the cloud. Security and ethical behavior have to be everybody's default setting. This doc explains how we keep ourselves sharp, compliant with SOC 2, and ready to spot trouble.
2. Scope
All employees, founders, contractors, and interns of Your Company Name.
3. Roles & Responsibilities
- Security Lead – owns this procedure, picks training material, tracks completion, files the records.
- People Operations (or equivalent) – plugs training tasks into onboarding/off-boarding checklists.
- Everyone – does the training on time and asks questions when stuck.
4. Training Requirements
4.1 Security Awareness
- When: New hire day 1, then every 12 months.
- What: Short video or interactive module covering phishing, MFA, data handling, how to report an incident (security@yourcompany.com + Slack #incidents).
- Proof: LMS/completion screenshot saved to the
/Compliance/Trainingfolder in our company drive.
4.2 Code of Conduct
- When: New hire day 1, refresher every 24 months or when the policy changes.
- What: Slides or doc that spell out anti-harassment, confidentiality, and reporting bad behavior.
- Proof: Signed acknowledgement kept in HRIS.
4.3 Secure Coding (Engineers only)
- When: Within 30 days of start, then yearly.
- What: OWASP Top 10 micro-training, cloud-security do's & don'ts, dependency management.
- Proof: Quiz results exported to compliance folder.
4.4 Just-in-Time Updates
If we roll out a new tool, spot a new threat, or pivot our stack, the Security Lead may push a 5-minute micro-lesson in Slack or LMS. Same recording rules apply.
5. Delivery Format
We keep it remote-friendly: short videos, LMS modules, or live video calls (recorded). Nobody should spend more than 1 hour/year on mandatory training unless they want extra credit.
6. Tracking & Records
- Training tracker lives in
Compliance/Training/tracker.xlsx. - Records kept for 5 years.
- Security Lead reviews tracker monthly and nudges stragglers.
7. Non-Compliance
Miss your deadline? You'll get two friendly nudges. After that, account access may be paused until you're caught up.
8. Exceptions
Need more time or different material? File a quick request with the Security Lead. All exceptions are logged with a reason and an expiry date.
9. References
- SOC 2 CC1.1 & CC2.2
- Acceptable Use Policy
- Incident Response Plan
10. Revision History
| Date | Version | Author | Description |
|---|---|---|---|
| [Date] | 1.0 | Security Lead | Initial release |
Note: This is a simplified excerpt. The interactive generator below creates a complete, customized policy tailored to your organization.
Related SOC 2 Requirements
This policy addresses the following SOC 2 Trust Service Criteria and implementation controls.
Implementation Controls
Specific controls that must be implemented to comply with this policy and related SOC 2 requirements.
Training & Awareness Policy Checklist
What auditors look for when reviewing this policy. Make sure you can demonstrate all of these.
Training & Awareness Procedure is formally approved and signed by Security Lead or executive leadership with documented approval date
Procedure is published and accessible to all employees through company intranet or policy management system
Evidence of annual procedure review with documented review date and approver signatures
Security awareness training material documented including phishing awareness, MFA usage, data handling, and incident reporting
Code of conduct training material documented including anti-harassment, confidentiality, and ethical behavior standards
Training delivery format defined (videos, LMS modules, live sessions) and accessible to remote employees
Training tracker maintained documenting all required training with employee name, training type, completion date, and status
Training completion records retained for minimum 5 years in compliance folder
Security awareness training required for all new hires on day 1 with documented completion
Annual security awareness training refresher required every 12 months for all active employees
Code of conduct training required for all new hires on day 1 with signed acknowledgement
Code of conduct refresher training required every 24 months or when policy changes
Role-based training requirements defined for specific roles (engineers, security champions, contractors)
Secure coding training required for engineers within 30 days of start and annually thereafter
Training content includes OWASP Top 10, cloud security best practices, and dependency management for developers
Just-in-time training process defined for new tools, emerging threats, or stack changes
Monthly training tracker review conducted by Security Lead with documented review date
Training completion follow-up process defined with reminder cadence (2 nudges before access restriction)
Non-compliance procedure documented including account access restrictions for overdue training
Training exception process documented requiring Security Lead approval with reason and expiry date
Phishing awareness campaigns conducted periodically to test and improve employee awareness
Security champion training provided to designated team members with documented completion
Training records accessible for audit with completion dates, quiz scores, and acknowledgement signatures
Incident reporting contact information communicated in training materials (security email, Slack channel)
Training effectiveness measured through completion rates, quiz scores, or phishing simulation results
Evidence Examples
Real-world examples of evidence that demonstrates compliance with this policy.
Export
Training & Awareness Procedure document
Example: Procedure in PDF or Word format with version number, Security Lead approval signature, annual review date, and comprehensive training requirements
Export
Training tracker spreadsheet
Example: Comprehensive training tracker showing all employees with training type, completion date, status, and follow-up actions
Screenshot
LMS training module completion
Example: Screenshot from learning management system showing employee completion of security awareness training with date and quiz score
Export
Code of conduct acknowledgement
Example: Signed acknowledgement form from HRIS showing employee name, signature, date, and code of conduct version
Export
Security awareness training content
Example: Training slides or video transcript covering phishing awareness, MFA setup, data handling procedures, and incident reporting
Screenshot
Monthly training tracker review
Example: Email or meeting notes showing Security Lead monthly review of training tracker with follow-up actions for overdue training
Export
Secure coding training quiz results
Example: Quiz results export showing engineer completion of OWASP Top 10 training with passing score and completion date
Screenshot
New hire training completion
Example: Onboarding checklist showing day 1 completion of security awareness and code of conduct training for new employee
Export
Phishing campaign results
Example: Phishing simulation report showing campaign date, click-through rates, reporting rates, and remedial training for clickers
Screenshot
Training reminder communications
Example: Email or Slack message showing training reminder sent to employees with overdue training
Export
Training exception request
Example: Exception request form showing employee name, training type, reason for exception, Security Lead approval, and expiry date
Export
Just-in-time training communication
Example: Slack message or email showing Security Lead pushing micro-training on new tool or emerging threat with completion instructions
Screenshot
Security champion training completion
Example: Certificate or completion record showing security champion training for designated team member
Export
Training records retention
Example: Folder structure showing training records organized by year with 5+ years of historical records maintained
Frequently Asked Questions
Common questions about free training & awareness policy builder and SOC 2 compliance.