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Security Awareness Training Checklist

SOC 2Security Operations

Security Awareness Training Checklist

Security awareness training helps your team become the first line of defense against threats. This checklist ensures every team member understands key risks, knows how to respond, and meets baseline compliance expectations for frameworks like SOC 2.

Training Topics

Training Item

Description

Phishing Awareness

Identify suspicious emails, links, and attachments. Simulated phishing tests recommended quarterly.

Password Security

Teach strong password creation, password manager use, and importance of MFA.

Multi-Factor Authentication (MFA)

Require MFA on all work-related apps. Train users on setup and troubleshooting.

Device Security

Guidelines for securing personal laptops and mobile devices (OS updates, screen locks, antivirus).

Secure Remote Work

Train employees on using VPNs, secure Wi-Fi, and avoiding public networks.

Data Handling and Classification

Explain what constitutes sensitive data and how to handle it safely.

Incident Reporting

Define what to report (e.g., suspicious emails, device theft), and how to report it quickly.

Acceptable Use Policy

Reinforce rules about using company tools, data, and communication platforms responsibly.

Social Engineering

Raise awareness about common scams (voice phishing, impersonation).

Secure File Sharing

Review approved tools for sharing files and discourage personal accounts.

Delivery and Documentation

Task

Notes

Initial Training Upon Hire

Deliver full security training within first 7 days.

Annual Refresher Training

Require all employees to complete updated training once per year.

Video-Based Modules

Short videos (<5 min) work well for remote teams. Track completion.

Completion Tracking

Use LMS or Google Sheet to log who completed what and when.

Policy Acknowledgment

Require employees to digitally sign acknowledgment of security policies.