Understand the actual request
Ask what the buyer requires, which service or system it relates to and when evidence is needed. That context helps define the engagement.
Take stock of the evidence
Policies, access reviews, change records and recovery exercises may already exist. Review their relevance and quality before creating more documentation.
Separate readiness from independent assurance
Implementation and readiness support prepare an organisation for assessment. Independent assurance and certification have their own requirements and responsibilities, which must be confirmed with the appointed firm.
